02. PDB_ MHMV120009_Remove Sub23 & Connect Loads Sub24_Scope of Service_19Oct2026.pdf

SCOPE OF SERVICES

Progressive Design-Build (PDB)

REMOVE SUBSTATION 23 & CONNECT LOADS TO SUBSTATION 24A FEEDER 5

MHMV 120009

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

Remove Substation 23 & Connect Loads to Substation 24A Feeder 5

MHMV120009

Scope of Services

1. PURPOSE

The purpose of this Scope of Services is to provide a detailed project scope and technical requirements for MHMV120009 Remove Substation 23 & Connect Loads to Substation 24A Feeder 5 located on Kirtland Air Force Base (KAFB).

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

2. DESCRIPTION OF NEED

KAFB requires design and construction services to remove Substation 23 & connect loads to Substation 24A Feeder 5 located on KAFB. The drawings and specifications produced shall describe the infrastructure to be constructed in accordance with the requirements referenced herein. This is a Progressive Design Build (PDB) Scope of Services. Many specialty disciplines are required to successfully complete this PDB project. The general Contractor and their sub- Contractors, including necessary licensed design professionals, constitute the Design-Build (D/B) Team. It is the Contractor’s responsibility to provide the necessary staff and skills to successfully complete this turnkey project as further described in this Scope of Services.

2.1. Project Goals

The project entails the design and construction services required to remove Substation 23 & connect loads to Substation 24A Feeder 5 located on KAFB. The primary purpose and objective of this project is to upgrade the existing infrastructure of Substation 24A Feeder 5 to meet standards, enhance operational efficiency, and ensure compliance with regulatory guidelines.

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 National Institute of Building Sciences’ Whole Building Design Guide Construction Criteria Base, 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. PDB Project Goals for Remove Substation 23 & Connect Loads to Substation 24A

Feeder 5

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 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, Kirtland Air Force Base 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 $9.7M.

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 scope is to design, construct, and upgrade Substation 24 and remove Substation 23 located on KAFB. Substation 23 currently contains a Westinghouse 5000/5600 kVA, 43.8 KV- 4160Y/2400V transformer with Load Tap Changer (LTC). The transformer is connected to a high side 600A GOAB switch and 125E fused disconnects. The transformer low side is connected to a 4160V FPE outdoor metal clad switchgear consisting of a main breaker, one feeder breaker (Feeder H), several spare breakers, and an auxiliary metering section. The switchgear circuit breakers are FPE type DST2-5-350 rated 1200A with solid-state overcurrent relays. Substation 23 also has an 1800 kVAR capacitor bank. Only Feeder H is active from Substation 23. Feeder H leaves the substation underground for approximately

0.25 miles west of the substation and converts to overhead. The remainder of the feeder downstream consists of overhead and underground distribution. Cross connections at 4.16kV are provided between Substation 23 Feeder H and Substation 24, Feeder A, and from Substation 22, Feeder 3A. Project shall be designed and constructed in strict accordance with the KAFB IFS, UFC.

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 the fire station and fuel pumping facilities. There are also two buildings located within the flight line which will need to be updated.

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.

2.2.2. Civil

2.2.2.1. When possible, reuse existing conduits/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 line jack and bore (directional drilling) shall be utilized to minimize disruptions to daily operations.

2.2.2.2. New underground duct banks shall be routed to avoid existing underground utilities and minimize road crossings.

2.2.2.3. The underground duct bank system shall be installed 36” below grade and marked with magnetic warning tape.

2.2.2.4. The duct shall be two-cell, with 5” PVC conduit and duct spacers installed.

2.2.2.5. Parking lot areas will be open cut and rebuilt to match existing.

2.2.2.6. Contractors shall trench as needed to install conductors and required equipment.

2.2.2.7. The trench shall be backfilled in lifts and compacted systematically to protect the high-voltage lines and prevent future ground sinking.

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/install of 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 and the power poles are to be sized utilizing the National Electrical Safety Code strength reduction factor for the applicable grade of pole utilized.

2.2.3.3. The site-specific design requirements are to be obtained by the ASCE 7 hazard tool.

2.2.3.4. 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 IBC 21 Section 1807.3 Embedded Poles and Posts. The use of guy wire is permitted for lateral stability.

2.2.3.5. Medium voltage transformer concrete pads are required. Precast concrete pads are acceptable.

2.2.4. Geotechnical Analysis

2.2.4.1. A geotechnical analysis shall be performed for new construction. The report must at a minimum provide the applicable requirements set forth in the 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.

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

2.2.4.3. 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.

2.2.5. Electrical Demolition Work

2.2.5.1. Remove and demolish the 5kV Feeder H and Substation 23. Feeder H is the only active load on Substation 23, the substation and all the associated equipment shall be removed.

2.2.5.2. Demolish Substation 23, 46KV overhead lines and poles supplying Substation 23, and 4.16 KV underground and overhead lines supplied by Substation 23. Re-route any overhead lines that cross over structures.

2.2.5.3. Overhead utility poles located to the north of the National Guard area and along Randolph Road shall remain.

2.2.5.4. Step down transformers serving individual facility loads shall be removed and replaced.

2.2.5.5. Demolish and remove all transformers. Construction Inspector shall assess suitability of existing duct banks, conduit, and transformer pads for reuse.

Where an existing transformer pad cannot be reused for placement of the new transformer, demolish existing pad and restore paving surface. Where existing feeders and conduits from transformer secondary to facility distribution cannot be reused, demolish and remove existing feeders and replace with new. Unused conduits may be capped and abandoned.

2.2.5.6. Demolish and remove conductors from Substation 23 to Pole 3-74-89.

Conduit may be capped and abandoned in place.

2.2.5.7. Demolish and remove Transformer T-ATHLETIC FIELD. Remove all conductors to Pole ELE205-1. Conduit may be capped and abandoned in place. Demolish and remove conductors from Pole ELE200 to ELE202.

2.2.6. Electrical New Renovation Work

2.2.6.1. Contractor shall design, provide, and transfer all the loads from Substation

23 to Substation 24A Feeder 5 and associated equipment and transformers to support the transfer loads.

2.2.6.2. A new 15kV duct bank system shall be installed to replace the existing overhead feed. Loads shall be transferred individually to the new 15kV feeder.

2.2.6.3. Loads shall be served by Substation 24A, Feeder 5 as they get transferred from Substation 23.

2.2.6.4. Transformer protection/isolation switches and cable isolation switches shall comply with KAFB medium voltage requirements attachment “B”.

Transformers shall meet IFC, and Air Force Base Low and Medium- Voltage Electrical Design and Equipment Requirements.

2.2.6.5. Switches shall have 2’ housing extensions and cable fault indicators with sight glass on the exterior of the housing. Switches shall meet IFC, and Air Force Base Low and Medium-Voltage Electrical Design and Equipment Requirements.

2.2.6.6. 15kV cables shall comply with attachment “B”.

2.2.6.7. Install new transformers to replace existing facility transformers in Table 1 that are not dual voltage primary. All replaced transformers will be labeled/numbered with original label/numbering system matching replaced unit. Contractor shall match kVA ratings of existing transformers. Match secondary voltage ratings of all transformers. Install all facility transformers at grade on above ground pads. Install new pads for all transformers where the existing pad is not suitable or does not exist. Reuse existing facility feeder conductors and conduit between transformer secondary and facility where suitable. Where not suitable, install new conductors and conduit. Reuse feeder and conductor to transformer primary where suitable. Where not suitable, install new.

2.2.6.8. Some transformers from Table 1 provide dual voltage primary capable of accepting 12470 volts. Contractor shall reconfigure all dual voltage transformers to accept 12470 from Table 1 that are not to be replaced.

2.2.6.9. Install new pole-mounted transformers for illumination in Table 2.

Contractor shall match kVA rating (primary and secondary).

2.2.6.10. Some transformers fed by Substation 23 will not be replaced as part of this project. Relocate T062451 Step Down Transformer to accommodate transformers called out in Table 3. Feed step down transformer from a pad-mounted switch. Install a new pad for transformer T062451 and a new switch.

Table 1 Transformer List.

Transformer Name kVA Rating Secondary Voltage Replace/Reconfigure T1009 300 kVA 208Y/120V Replace T0123A 225 kVA 480Y/277V Replace T-1 750 kVA 480Y/277 Replace T128 500 kVA 208Y/120 Replace T-N2 150 kVA 208Y/120 Replace T-N5 300 kVA 480Y/277V Replace T01231 500 kVA 480Y/277V Replace T0129 500 kVA 208Y/120V Replace T0138 112.5 kVA 208Y/120V Replace T999 150 kVA 480Y/277V Replace T1033 500 kVA 480Y/120V Replace T1025A 300 kVA 208Y/120V Replace T1205B 500 kVA 480Y/277V Replace T062451A 150 kVA 480Y/277V Replace TP-ELE205-2 3-37.5 kVA (112.5) 208Y/120V Replace T953 300 kVA 208Y/120V Replace T960 75 kVA 240Y/120V Replace with 500 kVA THOSP 112.5 kVA 208Y/120V Replace T48 300 kVA 480Y/277V Replace with loop fed T47 1000 kVA 480Y/277V Replace with loop fed T1049 3-50 kVA (150 kVA) 208Y/120V Replace T1024 75 kVA 208Y/120V Replace T1039 3-25 kVA (75 kVA) 208Y/120V Replace T1028 150 kVA 208Y/120V Reconfigure T1189 225 kVA 208Y/120V Reconfigure T509 75 kVA Replace

Table 2 Pole-mounted Transformers.

Transformer Name kVA Rating Secondary Voltage TP-509 1-15 kVA 208/120V TPELE203 1-25 kVA 240/120V TPELE213 1-10 kVA 240/120V TP3-74-2 1-5 kVA 240/120V TP1098 1-25 kVA 240/120V TP3-74-75 1-25 kVA 240/120V TP3-72 1-25 kVA 240/120V

Table 3 RED HORSE Transformers not to be replaced.

Transformer Name kVA Rating

T625A 300 kVA T1044 500 kVA T1041 75 kVA T1070 75 kVA T1047 500 kVA T1046 750 kVA T1101 45 kVA T1031 150 kVA T1080 150 kVA T3-62-33 30 kVA T1069 300 kVA T1043A 225 kVA T1043B 75 kVA T1063 300 kVA TP3-62-19 I50 kVA T1077 750 kVA T1060A 500 kVA T1060B 500 kVA T1079A 112.5 kVA T1079B 75 kVA TP62-7 25 kVA T1078 300 kVA T1062A 225 kVA T1062B 75 kVA T1061 112.5 kVA T2457 150 kVA T1056 225 kVA T1058 300 kVA TP62-51 25 kVA T23-H2 500 kVA T1074 75 kVA FAA 15 kVA

2.2.6.11. Replace 108 distribution poles with like for like poles, pole-mounted light fixtures, conductors and switches as required. Install new pad-mounted switches in vicinity of Pole 3-74-89 to enable selective isolation. Replace pad-mounted junction box with switches as necessary. Above ground and below grade will be a like for like installation. Reroute overhead conductors that cross over buildings. Do not replace underground conductors crossing airfield from Pole 3-74-105.

2.2.6.12. The Contractor shall design and adjust the sag of the conductors as required by applicable codes and verified through the base. Avoid splicing whenever possible.

2.2.6.13. Contractor shall provide and install static ground bonding to the new poles with an irreversible crimp at the top to a static conductor and mechanical connection poles.

2.2.6.14. New poles shall be connected at the bottom of the pole to the grounding electrode with an exothermic weld at the ground rod, and a mechanical connection to the pole.

2.2.6.15. Electrode grounding conductor shall be 4/0 copper.

2.2.6.16. Contractor is permitted to use “butt-wrapping” in lieu of the grounding methods. If butt-wrapping is used, no grounding rod will be required. If a grounding rod is installed, the connection to the 4/0 copper grounding conductor shall be with an exothermic weld.

2.2.6.17. Contractor shall provide photographic evidence of butt-wrapping on individual poles to the Contracting Officer, Project Manager, and Civil Engineering. Photos will need to be approved by the Government before back fill is completed.

2.2.6.18. Newly installed poles shall be independently labeled with permanent signage to identify the pole numbers using the existing numbering system.

Government will provide an ID number for Contractor to make signage and install permanent ID plates.

2.2.6.19. The power in the conductors must be temporarily de-energized prior to working on the poles, removing the existing conductors, and adding new conductors to the new poles.

2.2.6.20. Coordination with the locally affected facility shall be an absolute necessity for every occurrence that the conductors are de-energized.

Coordination will occur 30 days in advance of any power disconnect or outage.

2.2.6.21. Feed new transformers from Substation 24A feeder 5, 12.47 kV source.

2.2.6.22. Replace S0245A05 with a four-way medium voltage switch.

2.2.6.23. Intercept and feed Z01245 from a new S024A05 switch.

2.2.6.24. Move transformers T012451, T012452, T022452, T022451, T032451, T03A2451, T03A2453, T03A2452 from feeder 24A Feeder 5 to 24A Feeder 4.

2.2.6.25. Feed all remaining new transformers from Substation 24A Feeder 5.

Connect feeders removed from relocated T062451 secondary to switch S06245 position C.

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:

• Design Requirements charrette

• 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 the 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:

o Drawings include basic floor plans, rough architectural and structural sections and details, preliminary mechanical and electrical equipment and distribution system layouts, developed elevations, schedules and tables, completed Life/Safety data sheet, and IBC and UFC 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.

o Drawings to include final basic floor plans, developed architectural and structural sections and details, detailed mechanical and electrical equipment and distribution system layouts, detailed elevations, schedules, tables, completed Life/Safety data sheet, and IBC and UFC 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 the following as applicable, incorporating responses to all Government review comments and backcheck comments from previous submittals.

o Contract drawings to include all floor plans, sections, details, elevations, completed schedules and tables, 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, and the Design Analysis Report with all comments and corrections incorporated.

o The design by 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

• Sub-contractor and trade-level pricing validation where available

• Clear reconciliation between successive estimate updates

4. RISK MANAGEMENT

4.1. 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

Challenges associated with phasing and an outage plan with a 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.

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 the fire station and fuel pumping facilities. There are also two buildings located within the flight line which will need to be updated. 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

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

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

4.2. Mitigation strategies shall be developed collaboratively with the Government and shall include:

4.2.1. Project-Specific Strategies

Developing 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

4.2.3. Cost Impacts of Risks (Quantified Where Possible)

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 $9.7M estimate.

5. PROJECT SCHEDULE

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

5.1. Project-Specific Schedule Elements

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

5.2. Design Milestones Tied to Decision Gates

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

5.3. Construction Sequencing and Phasing

Phased logistics plans demonstrating 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

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

5.5. Commissioning, Validation, and Turnover Activities

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 - Line diagrams for Sub 23 MHMV120009

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