01. PDB_MHMV200009_Repair Substation 9 and Feeders - Scope of Services_19Oct2026.pdf

SCOPE OF SERVICES

Progressive Design-Build (PDB)

REPAIR SUBSTATION 9 AND FEEDERS

MHMV 200009

19 October 2026

KIRTLAND AIR FORCE BASE

NEW MEXICO

TABLE OF CONTENTS

1. PURPOSE

2. DESCRIPTION OF NEED

3. COST MODELING

4. RISK MANAGEMENT

5. PROJECT SCHEDULE

6. ATTACHMENTS

Repair Substation 9 and Feeders

MHMV200009

Scope of Services

1. PURPOSE

The purpose of this Scope of Services is to provide a detailed project scope and technical requirements for Repair Substation 9 and Feeders located on Kirtland Air Force Base (KAFB).

Offerors shall use the information contained herein as information for their qualifications package.

2. DESCRIPTION OF NEED

The Repair Substation 9 and Feeders project is required because the existing Substation 9 and both of its 12.47 kV feeders have reached the end of their operational lifespan, requiring replacement to ensure grid reliability. To resolve this infrastructure end lifespan, there is a requirement for the design and construction of a new substation facility. Additionally, because the existing assets must be fully retired, this requirement includes the complete demolition and removal of the existing substation, poles, hardware, and conductors to clear the site and bring the infrastructure up to current regulatory standards.

2.1. Project Goals

The primary objective of The Repair Substation 9 and Feeders project is to design and construct a fully operational, modern power distribution asset, upgrading the existing infrastructure to meet standards, enhance operational efficiency, and ensure compliance with regulatory guidelines. This goal will be achieved by establishing the new substation facility within a defined 100ft x 150ft footprint directly south of the existing location, and installing all-new substation components, security fencing, distribution poles, switching gear, and conductors. The project also aims to complete the systematic teardown and removal of all retired infrastructure to restore the original site.

Project to comply with all applicable federal, state, and local laws; statutes; Executive Orders; Department of Defense/Air Force manuals, handbooks, regulations, guidance, and policies. Project to comply with the Whole Building Design Guide (WBDG), Unified Facility Criteria (UFC), and all related libraries. The primary criteria are the Air Force Criteria from the Documents Library. The Unified Facilities Guide Specifications (UFGS) is the mandatory starting point for all specifications, and shall not be deleted, materially modified, or made less stringent without Government approval.

2.1.1. Progressive Design-Build (PDB) Project Goals for Repair Substation 9 and Feeders

2.1.1.1. Streamline Schedule Execution and Mission Readiness.

Utilize the flexible PDB framework to streamline the design and construction timeline. Early collaboration is critical to ensure the facility captures all the requirements from User and KAFB Key stakeholders.

2.1.1.2. Facilitate Early Risk Mitigation and Technical Integration Leverage the integrated Design-Build (D/B) team's expertise early in the design phase to identify and resolve technical challenges. This includes proactively mitigating risks associated with determining and deconflicting Department of Defense codes, regulations, and standards to include UFC and KAFB Installation Facilities Standards (IFS). Also, seamless integration of UFC, KAFB IFS, KAFB Low and Medium-Voltage Electrical Design and Equipment Requirements, and code requirements for design and construction.

2.1.1.3. Ensure Fiscal Certainty and Cost Optimization

Work transparently and collaboratively with Government stakeholders during project development to align the facility's scope and advanced capabilities within the $13.1M. The progressive nature of the contract allows for continuous, joint cost-modeling to achieve an optimal and agreeable price prior to the start of construction.

2.2. Scope of Services

The Contractor shall design and construct a complete operational medium-voltage electrical substation on a newly developed site (approximately 100’ x 100’ to a maximum of 150’ x 150’) situated immediately south of existing Substation 9 and completely decommission and demolish legacy Substation 9 upon successful cutover.

Primary system components and site requirements shall include:

• Power Transformer: One (1) 5000kVA, 46 kV – 12.47/7.2 kV, ONAN/ONAF substation transformer sized for present and projected mission loads.

• Protection: One (1) 72 kV rated SF6 puffer circuit breaker installed on the line side of the transformer configured for complete differential transformer protection integrated with the high-side and main medium-voltage breakers.

• Medium-Voltage Switchgear: A 15 kV rated metal-clad switchgear lineup housing three (3) vacuum circuit breakers (one main incoming breaker and two feeder breakers).

• Control Enclosure: A conditioned-space control house (or integrated modular equipment building) housing relay and metering control cabinets, external communication gateways, and a 125 volts direct current (VDC) stationary battery bank and dual charger system.

• Structure: A new engineered steel tap pole supporting incoming #2 aluminum conductor steel reinforced (ACSR) conductors, equipped with a gang-operated disconnect switch along Lovelace Road to facilitate isolation and de-energization of the tap line and substation.

• Perimeter Enclosure: A 12-foot-high concrete masonry unit (CMU) perimeter wall with two (2) 24-foot wide double-leaf access gates engineered for heavy maintenance and utility vehicle ingress/egress.

• Grounding & Surface Treatment: A fully engineered #4/0 bare copper station grounding grid and a 4-inch layer of ¾” to 1” fractured-on-all-sides crushed stone surface course, extending a minimum of 3 feet beyond the exterior perimeter wall and 3 feet beyond the full swing radius of all gates.

All engineering design, materials, and construction shall conform strictly to KAFB IFS, UFC, and the provisions defined in Attachment A (Engineering and Construction Requirements).

Project will include, but is not limited to, the following elements:

2.2.1. Project Phasing

2.2.1.1. All work shall be planned to minimize interference and interruption with the User’s mission. Contractor shall develop a phasing and outage plan with input from the facility Users to minimize outage duration and impact on the User’s mission. The phasing plan shall include a clear delineation of demolition and installation activities per section/zone before progressing to subsequent phases. Contractors shall be flexible in coordinating work near any scheduled outages, missions, or other construction activities that may disrupt or interfere with the User’s mission. This flexibility is essential to ensure minimal disruption to ongoing operations and to maintain a productive working environment for all stakeholders involved.

2.2.1.2. Due to the nature of the work to be performed, the new infrastructure shall be installed prior to the demolition of the existing infrastructure. It should be noted that several buildings related to this project are mission critical, which include Sandia National Laboratories (SNL) and Lovelace Medical Facilities. Prior to construction, the buildings listed as mission critical or located within these areas shall be notified and the appropriate actions taken to minimize any downtime or interference to the operation of these facilities.

2.2.1.3. Due to mission-critical operational requirements, all new substation and feeder infrastructure shall be fully installed, tested, and commissioned prior to the decommissioning or demolition of existing infrastructure. Mission-critical facilities served by this system include SNL and Lovelace Medical Facilities. Prior to initiating any construction or scheduled outages, the Contractor shall notify all affected facility managers and submit a detailed Phasing and Outage Plan a minimum of 30 calendar days in advance to ensure zero unplanned downtime and minimal disruption to ongoing operations.

2.2.2. Civil

2.2.2.1. Where possible, reuse existing conduits in existing concrete-encased duct banks for routing of new conductors. Where new duct banks are required, all conductors are to be placed in concrete-encased duct banks except crossing major roadways or airfields where open cut is not permitted. Where new ducts are required that cross major roadways or flight lines, jack and bore (directional drilling) shall be utilized to minimize disruptions to daily operations. New underground duct banks shall be routed to avoid existing underground utilities and minimize road crossings. The underground duct bank system shall be installed 36” below grade and marked with magnetic warning tape. The duct shall be 2-cell, with 5” polyvinyl chloride (PVC) conduit and duct spacers installed. Parking lot areas will be open cut and rebuilt to match existing. Contractors shall trench as needed to install conductors and required equipment. The trench shall be backfilled in lifts and compacted systematically to protect the high-voltage lines and prevent future ground sinking. Performed exclusively utilizing trenchless methods (jack-and-bore or horizontal directional drilling).

2.2.3. Structural

2.2.3.1. Demolition Work

Contractor shall be permitted to cut poles a minimum of 2 feet below grade.

Any poles demolished per this means must be shown on as-built drawings to reflect GIS (Geospatial/mapping data). Coordinate with KAFB GIS/Mapping office for location of the below grade reminisce of the poles.

All holes shall be backfilled and leveled to the existing grade.

2.2.3.2. New Renovation Work

Provide design and install wooden poles, corner poles, super structure, or guy wires where required. All newly installed power poles shall be designed to carry the maximum of the calculated design loads, the power poles are to be sized utilizing the National Electrical Safety Code (NESC) strength reduction factor for the applicable grade of pole utilized. The site-specific design requirements are to be obtained by the American Society of Civil Engineers (ASCE) 7 hazard tool. Electrical poles are to be a direct plant install designed and constructed to support all the applicable design loads and meet the requirements of the International Building Code (IBC) 21 Section 1807.3, Embedded Poles and Posts. The use of guy wire is permitted for lateral stability. Medium voltage transformer concrete pads shall be required; precast concrete pads are acceptable.

2.2.3.3. Geotechnical Analysis

A geotechnical analysis shall be performed for new construction. At a minimum, the report must provide the applicable requirements set forth in IBC Section 1803. The Contractor shall provide the geotechnical engineer with additional items (as needed) to include in the report required to support and or aide in the Designer of Record (DoR) design assumptions.

2.2.3.4. The DoR must follow the guidelines for the foundation recommendations provided by the geotechnical engineer for the specific soils encountered during the soils analysis.

2.2.3.5. The geotechnical report will need to provide recommendations on the amount/depth of soil from the surface that should not be considered adequate for structural support based on, but not limited to, soil erosion, frost depth, etc. The structural design depth must be based on this recommendation.

2.2.4. Electrical

2.2.4.1. Demolition Work

Removal of existing substation equipment including transformer & switchgear, capacitor bank, dead-end structure, foundations, chain link fence. Feeders: Wood poles, insulators, hardware, conductors some underground (UG), and other replaced components.

2.2.4.2. New Renovation Work

Replacement of Substation 9 is proposed on a 100ft x 150ft square site immediately south of the existing substation. This is much larger than the existing site to allow for additional equipment within the walls and for better truck access on two sides. The replacement transformer will be a 5000kVA unit sized for present and future loads, with a 72 kV rated SF6 puffer circuit breaker on the line side of it. There will be a two-feeder walk-in switchgear lineup for the feeders. The circuit breaker complement will include three-15 kV vacuum circuit breakers; a main and the two feeders. The new station will also contain a conditioned space control house containing the relay and metering control cabinets, external communications interface, and battery bank/charger. The enclosure for the new substation will be a 12-foot-high CMU wall with two-24-foot-wide gates for truck and equipment access. A #4/0 copper ground grid sized for the station will also be installed, as will 4” of ¾” – 1” fractured-on-all-sides gravel. The ground grid and gravel will extend 3’ beyond the exterior wall and 3’ beyond the swing gate extents.

Incoming #2 ACSR conductors will dead-end on a new steel tap pole, with the main line on Lovelace Road connected via a switch to allow de-energization of the entire tap and substation. The addition of a 72 kV circuit breaker ahead of the transformer will allow incorporation of differential transformer protection to the substation. This will enhance protection via a highly sensitive detection of currents into and out of the transformer, tripping the high side and main circuit breakers in the event of a problem.

The existing substation utilizes only high side fuses for protection, an approach that provides much slower and less sensitive protection from internal transformer faults.

2.2.4.3. Electrical System Analysis & EasyPower Modeling: The DoR shall receive, update, and maintain EasyPower electrical analysis model to reflect all new and modified infrastructure. Deliverables shall include fully updated and validated calculations complying with all UFC’s and to include UFC 3-501- 01: Load Analysis, Short-Circuit Fault Calculations for all buses, Protective Device Time-Current Coordination Study utilizing a fuse-blowing coordination philosophy with at least 2 cycles separation, Arc Flash Hazard Analysis, and System Voltage Drop Computations.

2.2.5. Replacement Feeder Repair

2.2.5.1. New Renovation Work

The loads supplied by Substation 9 are mostly widely scattered, with Medium Voltage (MV) Feeder 1 supplying mostly close-by facilities, and MV Feeder 2 routing a substantial distance to the west, east, and north.

There is an existing overhead (OH) tie switch between the two substation exit risers that is used to connect the two feeders together for breaker maintenance.

MV Feeder 1 supplies under 1000 kVA of transformer capacity and is comprised of #4 ACSR and #6 copper, with both #4 and #2, 15 kV ethylene propylene rubber (EPR) cable underground dips supplying three-phase pad mount transformers. The feeder exits the substation to the riser as #2 15 kV EPR cable. On the riser is a 50 A fuse in a 15 kV cutout. Overhead construction is primarily triangular configuration utilizing fiberglass brackets, pole-top pins, and 15 kV insulators.

MV Feeder 2 exits the substation as #2 15 kV EPR cable, passing through a solid blade cutout on its riser pole to connect to the OH portion. At that point, the feeder splits, with one segment routing north then west, and the other routing east and then mostly north. The feeder supplies just over 2400 kVA of transformer capacity. Construction type is similar to that of MV Feeder 1.

Both MV Feeders 1 and 2 will be rebuilt on 40’ poles with 8’ crossarm/pole-top pin construction and a spool insulator-mounted neutral below the phase conductor level. Each pole will be grounded with a #6 copper ground and a butt wrap grounding electrode.

Replacement poles will be pole-for-pole in the same approximate location.

The new section of MV Feeder 2 will have similar spacing to the existing line segments.

To optimize the feeder alignment and eliminate unloaded pole spans, the Contractor shall construct an alternate route for the western segment of MV Feeder 2:

The existing westerly-running feeder segment shall terminate at Pole #9-13 (immediately downstream of the last active load transformer).

The legacy feeder line from Pole #9-13 to Pole #9-40 (near the south Base boundary) shall be completely decommissioned and demolished.

The new alternate feeder route shall extend south along Lovelace Road from the existing MV Feeder 2 segment, turn west north of the Lovelace facility, route south, and then west along the base boundary until it ties into the existing southwest distribution circuit.

The easterly portion of MV Feeder 2 supplies random loads east of Lovelace Road and routes underground just north of Mortar Range Road There it supplies some SNL loads and some KAFB loads (both OH and UG), and routes underground to the north before changing to overhead, again. These OH and UG portions are abandoned and will not be rebuilt or removed.

There are approximately 110 poles and 27 transformers on MV Feeder 2.

The existing inactive underground distribution line segment extending north from existing Substation 9 (near SNL Building 9925) to the Manzano Base perimeter fence, as well as the abandoned overhead and underground distribution runs north of Mortar Range Road, are legacy abandoned assets.

All overhead distribution shall be demolished and removed from KAFB, Pole ELE1878, ELE1879, ELE1880, ELE1881, ELE1882, ELE1883, ELE1884, ELE1885, ELE1886, ELE1887, ELE1888, ELE1890, ELE1891, and ELE1892 (as well as Transformer TP-ELE1892). The underground distribution shall be cut from SW-9925-2 to the Riser of Pole ELE1878 and left abandoned in place.

2.3. PDB Methodology

The selected D/B shall execute a PDB methodology that emphasizes open-book collaboration, early risk reduction, and cost transparency.

Design advancement will be tied to cost-model maturity and risk mitigation rather than design percentages.

To achieve this, the D/B will progressively develop the project design, from concept to a documented Basis of Design and into construction. Throughout this process, a transparent cost model shall be maintained and updated. A comprehensive risk register shall be developed to track technical, cost, and schedule risks, with mitigation strategies created in partnership with the Government. A baseline project schedule shall also be established, outlining all major milestones from design through commissioning. The D/B shall develop the project design through progressive stages including:

• Conceptual Design

• Preliminary Design Development up to 65% design to start developing the

Guaranteed Maximum Price (GMP)

• Basis of Design documentation

• Finalization of design

Design advancement shall be progressed by Government review, cost model updates, and risk evaluation rather than fixed design percentage thresholds alone.

Design development shall include coordination with User, Government stakeholders, technical authorities and the KAFB High Voltage Shop.

2.3.1. Phase-1 (Validation, Preconstruction, and Design Services)

The D/B shall support the Government in achieving the following objectives:

• Confirm project scope and performance requirements

• Develop the Basis of Design

• Develop project from conceptual to 65% design to start developing the GMP

• Validate project budget and schedule

• Identify and actively retire project risks

• Establish a mutually agreeable construction price based on validated design and cost model maturity by KAFB Time on Target (TOT) date of May 2027 or sooner.

Delivery of the following key documents is required to determine the GMP

• 65% Basis of Design Report

• 65% Design Plans and Specs

• Owner and D/B shall agree on Final Project Scope Requirements

• Cost Estimate/ Estimated Cost for Construction

• Owner and the D/B shall agree on the Final Contract Price/GMP prior to commencing

Phase 2.

• The Final Contract Price/GMP shall be agreed upon by KAFB TOT date of May 2027 or sooner.

• Construction Schedule

• Risk Register Design Development

• Conceptual Design (35%): D/B shall submit a conceptual design package that will include as applicable:

Drawings include basic substation site and control house floor plans;

rough civil, structural, and foundation sections and details (including CMU perimeter wall and equipment pads); preliminary electrical single-line diagrams (incorporating the 72 kV SF6 breaker, 5000kVA transformer, and 15 kV switchgear); overhead/underground distribution system layouts for Feeders 1 and 2 (identifying the Feeder 2 western reroute and excluded abandoned lines); preliminary control house HVAC equipment layouts; developed elevations and equipment schedules; initial geotechnical soils investigation report; preliminary construction phasing and outage plan protecting critical SNL and Lovelace facilities; completed Life/Safety data sheet; and IBC, UFC, and KAFB IFS code analysis, and any other information required to clearly illustrate and describe the design.

• Preliminary Design (65%): D/B shall submit a preliminary design package that will be the basis for negotiating the GMP. Package shall include the delivery of the key documents to determine GMP.

Drawings to include final substation site plan and control house floor plans; developed civil, structural, and foundation sections and details (transformer, breaker pads, CMU wall, and pole-embedment structural designs based on final geotechnical data); detailed electrical single-line, three-line, and relay protection schematics (differential transformer protection, 72 kV SF6 breaker, and 15 kV switchgear); detailed overhead and underground distribution routing and framing plans for Feeders 1 and 2 (including pole-for-pole staking, Feeder 2 western realignment, and trenchless boring profiles); detailed control house mechanical HVAC and

125 VDC battery system layouts; detailed elevations, schedules, tables, and preliminary short-circuit/coordination study models; refined construction phasing and customer outage coordination plan (ensuring continuous service to SNL and Lovelace Medical Facilities); completed Life/Safety data sheet; and IBC, UFC, and KAFB IFS code analysis, and any other information required to clearly illustrate and describe the design.

• Pre-Final Design (95%): Pre-final design package that shall include, as applicable, the following, incorporating responses to all Government review comments and backcheck comments from previous submittals.

Contract drawings to include all substation site and control building floor plans; complete civil grading, paving, and underground concrete duct bank profiles (including trenchless jack-and-bore details); fully engineered structural sections, equipment pads, 12’ CMU perimeter wall, and pole-loading details; complete electrical single-line, three-line, wiring, and relay protection logic drawings (including differential transformer protection and high-voltage SF6 controls); final overhead and underground distribution construction plans for Feeders 1 and 2 (including pole-for-pole replacement schedules, Feeder 2 western reroute from pole #9-13, and demarking excluded abandoned infrastructure); final control house HVAC, lighting, and 125 VDC battery/charger layouts; completed schedules and tables; finalized electrical short-circuit, protective device coordination, and arc flash engineering studies; final construction phasing, cutover sequencing, and stakeholder outage execution plan (protecting SNL and Lovelace Medical operations); completed Life/Safety data sheet;

and general notes as required to include the basis for design clearly defined on the first sheet of each discipline.

• Final Design (100%): Final design shall include all drawings, specifications, Design Analysis Report (DAR) with all comments and corrections incorporated.

The design by the DoR at this level shall be a complete, back checked, and fully corrected set of construction documents. All final drawings shall be sealed, stamped, signed, and dated by a project architect/engineer/principal of the firm registered in architecture and/or engineering as appropriate.

2.3.2. Phase-2 (Final Project Scope and Construction)

Owner and D/B agree on the final project scope and cost. Modification to the Contract to complete the construction phase.

3. COST MODELING

The D/B shall develop a transparent, open-book, progressively refined cost model throughout Phase 1 (the Design Phase). The cost model shall progress from a Class 5 estimate at conceptual design to a Class 3 estimate during design development and shall finalize as a Class 1 estimate upon final submittal of the Phase 1 deliverables to establish the GMP.

Cost estimates shall be updated continuously as design develops.

The cost model shall serve as the primary basis for negotiating the final construction price.

The D/B shall provide:

• Major cost drivers and scope sensitivity analysis

• Construction cost estimates by system and discipline

• Escalation assumptions and market validation

• Contingency analysis tied to quantified risks

• Subcontractor and trade-level pricing validation where available

• Clear reconciliation between successive estimate updates

4. RISK MANAGEMENT

4.1. Risk Register

The D/B shall support development and continuous maintenance of a live, jointly managed risk register. The risk register shall identify:

4.1.1. Project Specific Technical Risks

4.1.1.1. Challenges associated with phasing and outage plan with clear delineation of installation and demolition. Flexible in coordinating work near any scheduled outages, missions, or other construction activities that may disrupt or interfere with the User’s mission. This flexibility is essential to ensure minimal disruption to ongoing operations and to maintain a productive working environment for all stakeholders involved.

4.1.1.2. New infrastructure shall be installed prior to the demolition of the existing infrastructure. It should be noted that several buildings related to this project are mission critical, include SNL and Lovelace Medical facilities. Prior to construction, the buildings listed as mission critical or located within these areas shall be notified and the appropriate actions taken to minimize any downtime or interference to the operation of these facilities.

4.1.2. Cost and Market Escalation Risks

4.1.2.1. Supply chain volatility for specialized/long-lead materials, availability of local labor, disruption due to installation security/access of construction vehicles.

4.1.3. Schedule Risks

4.1.3.1. Delays that threaten construction completion, delays due to unforeseen site conditions.

4.2. Mitigation Strategies

Strategies shall be developed collaboratively with the Government and shall include:

4.2.1. Project-Specific Strategies

4.2.1.1. Develop construction phasing for outages, installation of electrical equipment, and demolition with less interference in affecting mission critical buildings. Diligent field investigating throughout the life of the project to allow for accurate design drawings, materials, and equipment needed for a complete project.

4.2.2. Risk Retirement Actions Tied to Design Decisions

4.2.2.1. Finalizing optimal outage phasing, sequencing the installation of electrical equipment, understanding current infrastructure layouts, and demolishing existing infrastructure.

4.2.3. Cost Impacts of Risks (Quantified Where Possible)

4.2.3.1. Continuously modeling the financial and schedule impacts of long-lead material delays within the open-book cost model and collaboratively allocating appropriate contingencies to absorb market volatility without exceeding the $13.1M estimate.

5. PROJECT SCHEDULE

The D/B shall develop and continuously update a baseline integrated master schedule including:

5.1. Project-Specific Schedule Elements

5.1.1. Critical path tracking outages, phasing, sequencing on installation, field investigation, and demolishing of existing infrastructure.

5.2. Design Milestones Tied to Decision Gates

5.2.1. Field investigation to understand the current infrastructure, finalization of electrical load calculations, and sequencing of installation.

5.3. Construction Sequencing and Phasing

5.3.1. Phased logistics plans demonstrate how construction and materials delivery will occur without impeding KAFB installation activity and any possible concurrent construction activities (if applicable).

5.4. Long-Lead Procurement Strategy and Release Timing

5.4.1. Procurement schedules for specialized critical-path materials and electrical systems.

5.5. Commissioning, Validation, and Turnover Activities

5.5.1. Dedicated schedule durations for full systems integration and testing prior to

Government acceptance.

Schedule updates shall be integrated with cost model updates and risk register changes.

6. ATTACHMENTS

6.1. Refer to Attachments for design requirements and additional details. D/B shall verify and validate all Attachment.

• Attachment Planning Charrette and Map Sub 9 MHMV200009

6.2. Refer to the following documents for KAFB project requirements.

• Attachment Engineering and Construction Requirements

• Attachment KAFB Low and Medium-Voltage Electrical Design and Equipment Requirements

• Attachment Guidance for GIS Data and As-Builts

• Attachment Env. AF813_MHMV200009 Sub9_MHMV120009 Sub24_MHMV080002 Sub10