Exhibit B Statement_of_Work_for_CDRs_3-14-2024 rev 3-25-2024 (002).pdf

Statement of Work (SOW) – Development of Conceptual Design Reports (CDRs)

Architectural and Engineering (A/E) Services in support of the development of Conceptual Design Reports (CDRs) for the Infrastructure Services Division (ISD)

3-13-2024 Rev. 3-25-2024

1. Qualification Based Selection of AE Subcontractor ISD Engineering is seeking qualified Professional Architectural and Professional Engineering Firms who can provide services to Fermilab Infrastructure Services Division Engineering (ISD-E).

1.1 Submittal of Qualifications

1.1.1. Qualified Firms shall demonstrate the following by including material for review in their response:

• A narrative that specifically identifies the types of projects that the firm would like to be considered for (2-pages maximum). The Project manager and Project Architects/Engineers offered shall have relevant training and experience to support the firms request-broad forms of interest statement are discouraged and will not be ranked high.

• A discussion in narrative form (4-page max.) with one example of how the methodology was applied to a significant site development or facilities project, which explains the general approach of the firm to developing alternatives, evaluating alternatives and selecting the most feasible alternate Concept design, with an emphasis on how the firm develops cost estimates for budgeting that is based on a less-than complete design. Any tools employed for estimates should be identified in the narrative.

• Key Personnel: the following are considered Key positions and the offeror shall designate the people to fill these roles and submit resumes (2-page max.) and a one-page explanatory narrative on the person highlighting any important or unique experience or training that he person brings to the role. that demonstrate the following requirements:

o Project Manager:

Minimum 10 years professional experience, Registration as a professional

Engineer or Architect in the State of Illinois. Experience with Federal Projects (2-minimum) in a significant role. Knowledge of Engineering and Architectural practices in the Northeastern Illinois area, demonstrated by experience with relevant projects.

Project Engineer/Architect- Minimum 5-years’ experience in the development of initial design alternatives and concept designs with three example conceptual designs in which the person played a significant role.

1.1.2. The qualification submittal package is limited to a maximum of 20 pages, and boiler plate marketing materials are discouraged. Concise and complete submittals will be considered favorably.

1.2 Project Categories

The firms will be ranked for qualifications in the following project categories:

1. Civil projects including but not limited to utilities, underground piping and roadways, water pumping.

2. Distribution and storage.

3. Mechanical/Electrical

4. Architectural and space reconfiguration. Firms may request qualification in more than one category of project. When requesting multiple categories, a Project Engineer/architect must be presented for each category, although a single project manager for the firm is preferred.

1.3 Example Problem Statements

Example general problem statements for which CDRs will be required are:

1. New centralized/Consolidated Machine shop center. This facility will replace 10-obsolete remote facilities scattered throughout the site. (Project 2OTDO2)

2. Add storage/pumping backup to the Industrial cooling water system (possibly water towers). (Project 23FE11, 22FE10))

3. Explore new or upgraded cooling water sources on site (possibly upgrade Fox River pump station or add on-site well) (Project 23FE01C)

4. Review and improve on-site Industrial colling water circulation, matching better point of use demand with return to central water storage. (Project 20FE01E)

5. 9-projects outfitting and spaces within IARC and IERC buildings. (Projects 23FE03, 21IE01, 23FE08 and others)

6. Fitout G west project lab in IERC as Detector R&D Facilities. (Projects 23 FE07)

7. IARC Building Buildout of 2nd floor and penthouse and east entryway. (Projects 21IA01, 21IA04, 21IA01)

8. Increase Main Injector cooling capacity (Projects 20AD021, 21FE04)

9. Projects to demolish onsite facilities (projects 20FE01, 20AD20 ,20AD21 ,20ND05 ,22PD04)

2. Example SCOPE OF SERVICES – Development of Conceptual Design Reports and Programmatic Studies

As an aid in understanding the assignments that Qualified firms may receive, the following example

Request for Proposal is provided. A Qualified firm will be asked to provide a proposal broken down into man-hours by task for a specific Problem statement. The Example scope of Services below may be further tailored to the specific problem statement.

Example Scope of Services

This request is for Professional Engineering Services to develop individual Concept Design Reports

(CDR) or Programmatic Studies which combine multiple individual CDRs that are on a related them, system, or facility. The AE Sub-contractor will produce of a series of CDRs or Programmatic Studies for future laboratory Projects. The CDR is the technical element of a Preliminary Project Plans (PPP) and is used in part for budgetary requests and planning, as well as becoming the basis for future AE solicitations for final design and procurement documents. In general, the CDR is based on a problem statement and defines alternatives considered. It develops the most feasible or otherwise preferred alternative into the Basis of cost Alternative and develops the design up to the point that the AE sub-consultant can provide a realistic but not inflated DOE Class 3 estimate (see explanation this document).

Projects requiring CDRS may also be loosely related to the same system, facility, or theme. These may be grouped for development as a Programmatic Study, whose result will be a high-level review of the system, facility, or theme along with several CDR’s.

The projects for which CDR’s are required range from small to large in scope and include a range of project types from utility improvements to expansion of existing facilities or structures. The projects are primarily civil in nature, but could also include mechanical, electrical, structural and/or architectural components. Several qualified firms are sought and the nature of the projects needing CDR’s changes from year to year and sometimes within the year unforeseen needs arise.

Firms Qualifications

The scope of services, which culminates in an electronic submittal of a PPP containing a CDR is further broken down into a series of tasks

Task - Develop CDR

See example and clarifying discussion below:

Requirements and Alternatives Considered

The sub-consultant shall prepare requirements list for an infrastructure project that establishes specific design elements, applicable codes, and standards, and identifies any outside agency permits that will be needed for final design of the selected feasible alternative. the sub-consultant shall advise FRA of feasible alternatives and provide 1-page descriptions of the alternatives, with a recommendation on the best alternative considering disruption of lab activities, likely cost and time for final design and permitting, and the likely cost and time for construction. The recommendation shall be submitted to FRA for review and concurrence, and the sub-consultant shall address all comments to the satisfaction of FRA.

Conceptual Design and Cost Estimates for Final Design and Construction

The Sub-consultant shall prepare a conceptual design to an approximately 30% level of development based on the approved recommended alternative. The conceptual design shall be illustrated by plans, profiles, and elevations as appropriate for the assignment, and shall identify major items of equipment, with commentary on lead time for key elements. the sub-consultant will have access to any available plans for existing infrastructure including information contained in the Fermilab GIS data base. An aerial topographic map of the site will also be made available as a base for the plans and for any conceptual sections or profiles. Available soils information from previous projects will also be made available, however Fermilab does not warrant the accuracy of such soils information and the sub-contractor shall make informed but conservative assumptions about any geotechnical elements. FRA and the sub-consultant will discuss the need for any additional survey at the time of a specific assignment, but it is not generally expected that CDR's will be based on new topographic mapping beyond what is available from

FRA. If such topographic mapping is advisable, it will be obtained by FRA under separate contract.

A construction cost estimate reflective of the level of design shall be prepared and the sub-contractor shall recommend an appropriate level of contingency based on their design, for submittal and review and approval by FRA. The sub-contractor shall also recommend a design fee inclusive of any subconsultants that would be required for final design and permitting of the developed concept. FRA will advise the sub-consultant of the percentages of costs to use for project costs such as indirect, management reserve and escalation.

Planned Maximum Effort - Negotiated

The development of a CDR with its associated components is generally budgeted, and in developing the specific scope of an assignment the level of effort required must be tailored to the budget available. It is expected that the sub-consultant will engage in discussion with FRA concerning the assigned CDR and

FRA will make available such information and requirements as are already known. The sub-consultant will then provide an estimate of the effort required in the form of person-hours, along with a list of assumptions used in making the estimate, for review by FRA. If FRA concurs with the sub-consultants understanding of the project as reflected in the level of effort proposed, then the sub-contractor will provide a proposal based on the level of effort agreed by FRA. IF not, then FRA will comment on the areas of misalignment and the subconsultant will revise their estimated level of effort with the revised assumptions until concurrence is reached. Should the sub-consultant and FRA fail to reach concurrence, then the negotiations will terminate with no further obligation by either the sub-consultant or FRA for this assignment.

Deliverables and Time for Completion

Deliverables for a given assignment will always be the CDR as noted for review and approval. Each CDR shall be completed in 60 calendar days from the Notice to Proceed on an assignment date, not counting time that FRA takes to provide information as agreed, and review periods taken by FRA. FRA has a hard deadline for producing the PPPs, and time is very important in the evaluation of the sub-contractor’s performance and whether or not additional CDR assignments will be made to the sub-consultant.

Conceptual Design Reports

The Conceptual design report consists of the following elements all developed by the AE sub-contractor, with varying levels of input from ISD-E PM.

Problem statement

This will consist of a concise statement of the functionality gap, or end state against which the alternatives to be considered are judged effective. A Draft Problem statement will always be provided in the RFP by

ISD-E, and the AE Sub-contractor shall provide input on minor revision or updating to a Final Problem statement based on the review of information provided and collected, consideration of feasible alternatives and further input from ISD-E in the course of the CDR Development.

Existing Site Conditions

The AE sub-consultant shall take pictures of key exiting site features taken in a site visit, aerial photography, and topographic and utility information, either provided or collected by the AE Sub-consultant. Using this information as illustration a brief existing conditions narrative will be developed that defines the structures/utilities/equipment that are affected in the problem statement.

Alternatives to be Considered and Preferred Alternative

The AE sub-consultant shall suggest three alternatives that pass a “Red-flag” review with ISD-E that may serve as solutions to the problem statement. The AE sub-consultant shall develop a discussion of each alternative to considered, to include a narrative of how the alternative may provide a solution, what the rough order of magnitude costs for the alternative construction may be, and present any other factors which the AE sub-consultant may deem relevant in deciding which alternative is to be considered the most feasible for further development in the CDR. The AE sub-consultant shall present the alternatives to ISD -E Project Manager and Lab stakeholders, with their recommendation on the most feasible alternative to further develop. ISD-E will either concur of ask that the AE Sub-consultant further consider a lower ranked alternative or ask that one more alternative not considered by the AE sub-consultant be evaluated and ranked. The ISD-E Project manager will choose which of the alternatives that the AE-Sub-consultant will further develop as the preferred alternative. The AE-Sub-consultant will develop a narrative report on the Alternative selection process that documents the alternatives considered, and the reasons alternatives were rated as feasible or infeasible, and factors stated that went into the selection of a preferred alternative.

Design Standards and Requirements Applicable to Most Feasible Alternative

The Lab is subject to a long list of referenced design standards and requirements, the AE sub-contractor shall prepare a listing of all applicable codes, standards that apply to conceptual designs, noting in brief narrative for each where they may be applicable in alternatives considered, and augment the list with any project specific design requirements based on review of background materials, site visits and discussion with ISD-E project stakeholders.

Basis of Estimate Alternative Concept Development and Cost

The AE sub-consultant shall advance the design of the preferred alternative to the Basis of Estimate

Alternative, providing enough level of detail that supports a DOE Level 3 cost estimate as defined by the

DOE in the table below.

The concept design shall identify all components of the project conservatively sized so that the AE

Consultant is confident that appropriate costs are captured and that sizing around major components that affect cost is accounted for. Since these cost numbers are to be used for budgeting request the AE sub-consultant shall use their best engineering judgement to provide realistic but not inflated values for costs.

This Concept phase is not to be confused with a Final design but is developed to the point that it generally reflects the project cost to a 30% definition. The AE-Sub-consultant shall provide illustrative sketches, lists of major components used as the cost basis, and shall state any major components for which allowances in the cost estimate have been made, but the concept design provided cannot better define at this stage of project development. The concept cost estimate provided shall suggest a contingency to be added to the cost estimate of the work more fully identified to consider uncertainties at this stage of design and the range of components whose design cannot be determined at this stage of plan development. In no case shall the estimate contingency be greater than 30%, and such design and concept development shall be advanced to the point where the AE sub-consultant believes a 30% contingency is adequate to capture project construction costs. The AE sub-consultant shall also provide an estimate for Engineering design to final approval, and identify any permits required from outside the

Lab such as IEPA, USACE or IDNR and any required State or municipal approval or coordination required as part of a final design effort. The AE sub-consultant shall summarize this work in an illustrated narrative, with table presenting cost and cost-basis.

All of the components listed: Problem statement, Existing site Conditions, Alternatives to be considered and preferred alternative, and Basis of Estimate Alternative concept and cost shall be brought together into a single report, properly indexed, and provided in draft form for review by ISD-E and Lab stakeholders. All comments sent to the AE sub-consultant shall be addressed and a final version of this shall be submitted as a Conceptual design Report.

Programmatic Study

When assigned a Programmatic study, the AE sub-consultant shall Provide a number of commonly themed CDR’s centered around a Fermilab system. Such themes may be as examples:

• Improvements to the Industrial Cooling System

• Office renovations

• Roadway Maintenance and rehabilitation

• And others.

A programmatic study will consist of an overarching review of a system or facility, which then will address as a series of individual CDR’s a number of Problems or capability gaps loosely related to the system. The ISD-E manager will Provide the Draft Program study Limits and the multiple CDR draft

Problem statements that are to be addressed in the Program Study. Each of these CDR sections of the program study will be developed as a standalone document to be included int eh Program study s a referenced appendix and shall be completed with all of the components of a Concept Design report. In addition to the CDRs as appendices the Program study shall provide the following as a reference report for the CDR’s.

The AE sub-consultant shall collect and review information about the system or facility including

Pictures of current conditions, and a review of available plans and data to define overarching system performance or parameters related to the specific CDR draft problem statements.

When requested as part of the Draft Program study Limits, the AE will provide analysis of system performance or physical dimensions to sup[port alternative development for specific CDR’s.

The AE sub-consultant shall summarize the existing conditions, and any system wide analysis in a report to which the specific CDR’s are appended.

2. Example SCOPE OF SERVICES – Development of Conceptual Design Reports and Programmatic Studies