Monorail Hoist SOW V3.pdf

Long-Baseline Neutrino Facility (LBNF) / Deep Underground Neutrino Experiment (DUNE) - US

LBNF/DUNE-US

Central Monorail Hoist Installation

Statement of Work (SOW)

3/19/2025

Document Number: DUNE-doc-33438

Central Monorail Hoist Installation Statement of Work (SOW)

Long-Baseline Neutrino Facility (LBNF) / Deep Underground Neutrino Experiment (DUNE) - US Page ii

Document Approvals

Signatures Required Signature & Date Approved

Originator: Jace Stocker

Approver: Joshua Willhite

Approver: Michael Andrews

Approver: Marcel Borcean

Approver: Kurt Vetter

Approver: Susan Underwood

Long-Baseline Neutrino Facility (LBNF) / Deep Underground Neutrino Experiment (DUNE) - US Page iii

Revision History

This version of the document may not be the current or approved revision. The current revision is maintained in the LBNF/DUNE Document Management System (DocDB) or the Engineering & Equipment

Data Management Service (EDMS) where internal Project document approvals are managed. DocDB can be accessed through the web by authorized users (https://docs.dunescience.org/), and EDMS can be accessed through the web at https://edms.cern.ch. This document can be identified by the revision date as indicated in the Version Control Table below.

The current approved version is always available in DocDB or EDMS.

Author Revision

Date Location (DocDB) Description of Changes

J. Stocker 3/19/2025 DUNE-doc-33438 Original https://docs.dunescience.org/_ https://edms.cern.ch/

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Acronyms and Abbreviations

Acronym Definition

CMCO Columbus McKinnon Company

LBNF Long Baseline Neutrino Facility

SURF Sanford Underground Research Facility

DUNE Deep Underground Neutrino Experiment

FFDG Fermi Forward Discovery Group

Central Monorail Hoist Installation Statement of Work (SOW) Introduction

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1 Introduction

1.1 Background

The Deep Underground Neutrino Experiment (DUNE) at the Long Baseline Neutrino Facility (LBNF) was borne out of the 2014 U.S. Particle Physics Project Prioritization Panel (P5) recommendations. The recommendations called for formation of a truly international collaboration for constructing a US-based long-baseline neutrino oscillation experiment with a powerful neutrino beam (~MW scale), a massive liquid argon TPC (40 kt) sited several hundred kilometers downstream of the neutrino source and deep underground, and a smaller detector just downstream of the beamline. Together these elements will have the capability to unambiguously determine the neutrino mass ordering, search for CP violation in the lepton sector, search for proton decay, and observe neutrinos from core collapse supernovae.

The LBNF/DUNE-US Project is the DOE-funded construction project to create the facility and contribute

US scope to the international DUNE Collaboration. The major participants in the overall LBNF/DUNE enterprise are the international DUNE collaboration, the LBNF/DUNE-US construction project, the DOE, international funding agencies, Fermilab (in Batavia, Illinois) as the host laboratory, and the Sanford

Underground Research Facility (SURF, in Lead, South Dakota), where the far detector will be located.

Figure 1 illustrates the general underground work area at the SURF (far) site.

1.2 Purpose of SOW

The excavation of the caverns at LBNF has been completed. A contractor has installed the central monorail beams in both the North and South Caverns. Due to discrepancy in specifications, the beams were not installed in compliance with CMAA guidelines for straightness. Fermi Forward Discovery Group LLC is now requesting proposals from qualified crane and hoist contractors who are interested in performing the

Figure 1: DOE Underground Leased Space at SURF

Long-Baseline Neutrino Facility (LBNF) / Deep Underground Neutrino Experiment (DUNE) - US 1-2 modification, installation, and commissioning of the new hoists/trolley assembly on the existing beams in both the North and South caverns.

Two 20-ton CMCO electric monorail hoist and trolley assemblies have been purchased and are currently warehoused in Omaha, NE. Supporting documentation for the hoists is provided in Appendix B.

1.3 Assumptions

▪ Work is to be performed at the Sanford Underground Research Facility in Lead, SD. The address for the facility is: Fermilab

100 Ross Ave.

Lead, SD 57754

• The hoists and trolley assemblies may be shipped to the sub-contractor’s own workshop or warehouse (at the expense of the Subcontractor) to facilitate the installation of the new trolley wheels before installation at the Fermilab facility in South Dakota.

▪ All access to the work site is provided through the Ross Shaft which conveys personnel, materials, and equipment from the surface to the 4850 L.

▪ All equipment, tools, and support items must be able to be disassembled into pieces less than the weight and dimensions listed in Appendix “A” in order to be transported underground. (See

Appendix A)

▪ The work is to be performed in the North Cavern (4850-33) and South Cavern (4850-37). The entry into this cavern provides sufficient room to transport tools and equipment.

▪ Access to the work area is available 5 days per week, 24 hours per day.

▪ Material movement or rigging support is provided from 7 AM – 5 PM and from 7 PM – 5 AM on both surface and underground Monday through Friday.

▪ The contractor has the responsibility to deliver tools, materials and equipment to the Ross Shaft;

SDSTA has the responsibility of transporting material through the shaft and unloading the materials at the 4850L. FFDG Bull Gang/transport crews will move tools and equipment to the

“Ledge” of the North and South Cavern. Materials should not be transported loose but condensed into steel “gang boxes” or other tool storage.

▪ A 30’ Section of Monorail extends into the “ledge” of each cavern. This will permit assembly work to be performed at 18’-25’ above the floor surface.

▪ The CMCO hoist and trolley assembly have been purchased and are currently warehoused at

Nebraska Crane & Hoist in Omaha, NE.

▪ In addition to the scheduled holidays, expect various work stoppages due to extreme weather conditions. In South Dakota, on average, these additional work stoppages equate to approximately 7 days per year.

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▪ Equipment agreements and custody of the hoist and trolley assemblies will be coordinated with

FFDG’s General Contractor: Kiewit/Alberici Joint Venture (KAJV)

▪ Pictures and the technical specifications of the hoists and trolleys are noted in Appendix “B”

1.4 Timeline

This SOW is intended to cover a performance period for rail inspection, hoist trolley modifications, hoist installation, commissioning and load testing from June 1st 2025 to September 15th 2025. An official Kick-off Meeting (KOM) will be scheduled at a mutually agreed upon date, time, and location as soon as practical after award of subcontract. The primary purpose for this meeting is to confirm that the project participants understand the terms and conditions of the subcontract, the SOW, the specifications and drawings, the safety and the quality assurance requirements, and the work activities involved with each task.

1.5 Minimum Qualifications / Experience Requirements

Interested firms shall document and submit specific and evidenced/demonstrated possession of the minimum qualifications and experience requirements in the installation, commissioning and maintenance of overhead cranes.

2 Applicable Documents

Reference documents that aid in defining tasks are included in this SOW below. Further applicable documents are attached to this requestion. They are provided to supplement this SOW.

Appendix A: Ross Shaft Hoist Envelope

Appendix B: Hoist Information

These documents are provided as attachments to the SOW documentation.

The LBNF/DUNE ESH Manual will be provided as an addendum to this SOW.

3 SOW Performance Requirements

The Subcontractor shall furnish all properly qualified management, personnel, facilities, materials, supplies, tools, transportation, and equipment with appropriate accessories (except as provided by FFDG) and shall plan and coordinate with LBNF/DUNE-US project management to assure effective performance of all construction and/or services described in this SOW. The Subcontractor shall provide all labor, Long-Baseline Neutrino Facility (LBNF) / Deep Underground Neutrino Experiment (DUNE) - US 1-4 equipment, supplies, materials, supervision, shop facilities, testing personnel, taxes, fees, management personnel, required sub-tier vendors, software, hardware, and office space for completing this scope of work.

3.1 Inspection & Installation

The scope of work for this project includes the rail inspection, any trolley modifications, trolley and hoist installation and associated electrical work. This work is described below and in Appendix B for more detail.

The schedule to perform the work should be done at the earliest convenience. The proposal to perform this work is to include all labor, travel expenses, materials, equipment, and supervision necessary to complete the work.

3.1.1 Electrical Scope

All electrical work associated with providing power to bus bars, and installing the bus bars for the monorail hoist, will be performed by FFDG’s Electrical Contractor.

3.2 Commissioning and Load Testing

The monorail hoist and trolley shall be function tested through the entire range of operation. The hoist shall be operated to the upper limit and lower limit to ensure the limit stop switches are operable. The hoist shall be traveled to the farthest points on the track to ensure the rail stops are functional. Once all operations have been demonstrated satisfactorily, the monorail crane will be load tested per ASME

B30.17.(Test weights usage will be coordinated by FFDG.) The load shall be traveled across the entire length of each monorail system. The load test will be witnessed by FFDG’s own 3rd party overhead crane inspector. After a satisfactory load test the 3rd party overhead crane inspector will inspect the entire system before the monorail system is placed into service.

3.3 Test Reporting

Upon completion of the above testing all recorded information will be provided to FFDG. The results of the trials shall be summarized by the contractor in a report submitted to FFDG upon completion of trials.

The report shall include all test results and calculations.

4 Required Tasks

4.1 Task 1: Preparation of an Environmental Safety and Health (ESH) Plan

The Environmental, Safety, and Health (ESH) requirements for LBNF/DUNE construction subcontractors working at the Sanford Underground Research Facility (SURF) are addressed in the Fermilab 013100 - ESH

Requirements for Leased Space. As part of the Fermilab 013100 the Environmental, Safety, and Health

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Certification (ESHC) will be provided to the Subcontractor for signature, indicating that the Subcontractor understands the requirement to comply with DOE 10 CFR Part 851. In addition, subcontractor must develop and submit a Site-Specific Environment, Safety, and Health (ES&H) plan which must comply with and encompass all applicable aspects of 10 CFR Part 851 Worker Safety and Health Program including 29

CFR Part 1910, OSHA Safety and Health Standards for General Industry and the DOE Hoisting and Rigging

Standard DOE STD-1090-2020.

Subcontractor understands the requirement to comply with 29 CFR Part 1910 and 10 CFR Part 851.

All Subcontractor personnel shall be required to attend various FFDG provided trainings, listed below, and shall be billable at the straight time rate. Following is a summary of training required by and offered by

FFDG:

Table 1. Subcontractor Required Training Courses

Course Description Typical Duration

SURF Site Orientation -- Surface 2 hours

SURF Surface Practical Factors 1 hour

SURF Site Orientation -- Underground 2 hours

SURF Underground practical factors 1.5 hours

The Subcontractor and any sub-tier Subcontractor performing work at SURF will be responsible for the following requirements concerning Subcontractor training.

1. The Subcontractor shall be responsible for assuring that their employees and sub-tier

Subcontractor employees, who do not speak English, understand all ES&H requirements. The

Subcontractor must be able to communicate any necessary instructions to those employees.

2. All Subcontractors/Subcontractors performing work at SURF shall provide to their employees any necessary ES&H training as may be required by federal/state regulations, and as appropriate for their Subcontract activities at Sanford Underground Research Facility (SURF).

− Exceptions involve hazards which are unusual for subcontractor employees. For example, FermiForward normally provides appropriate training for Subcontractors working in oxygen deficient hazard areas.

3. Records of ES&H Training that were provided by the Subcontractor, or others, and received by

Subcontractor employees performing subcontractor activities at SURF shall be available for review by FermiForward.

4. Subcontractors shall maintain and provide to FermiForward upon request, any and all occupational safety and environmental records.

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5. Records required to be maintained by federal/state regulation.

− OSHA injury/illness logs, training records

− Inspection records

− Safety meeting minutes

− Incident investigations documentation

6. Additional records appropriate for the Subcontractor’s activities shall also be maintained and provided to FermiForward upon request. Examples include but not limited to the following.

− Crane and rigging Inspections

− Scaffolding

− Fall Protection

If the Subcontractor intends to administer first aid or Cardiopulmonary Resuscitation (CPR), the

Subcontractor must comply with 29 CFR 1910 Subpart K and make available the list of names of any employee.

4.2 Task 2: Preparation of a Quality Assurance / Quality Control

In conjunction with the General Terms and Conditions Quality Requirements, unless otherwise specified by the work order or the FermiForward Task Manager, the Subcontractor’s on-site supervision will be responsible for the following.

1. All activities necessary to manage, control and document work to ensure compliance with the

Subcontract requirements.

2. Ensuring adequate Quality Control services are provided for work accomplished on and off site by his/her organization, suppliers, sub-tier subcontractors, technical laboratories, and consultants.

3. The work activities include safety, testing and inspection and all other functions relating to the requirements for quality work.

The quality and timely provision of workmanship and material provided under this subcontract

4.3 Task 3: Preparation of a Project Schedule

The Subcontractor shall prepare a project schedule that identifies the critical path for completion of this subcontract and key manufacturing, logistics or construction activities that will be linked to procurements.

Subcontract deliverables described throughout this SOW shall be identified in the project schedule.

4.3.1 Working Schedule

Work on site is to be performed on Dayshift only between scheduled delivery of men to the 4850 L and scheduled retrieval of men at the end of day shift. Work can also be scheduled for Saturday and Sunday without time-of-day restrictions.

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Central Monorail Hoist Installation Statement of Work (SOW) Training and Supplies

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5 Training and Supplies

The Subcontractor is responsible for providing their staff with the following training and provision of supplies:

• Training per person:

o Site specific and Practical Factors, provided by FFDG:

▪ Reference Table 1 o Expected training provided by subcontractor:

▪ OSHA Training

▪ Annual Refresher

▪ Mobile Elevated Work Platform Training

▪ Rigger Training

▪ Scaffolding Competent Person Training (if scaffolding is used)

• A quarterly Emergency Response Drill is managed by the SDSTA

• Supplies including:

o Safety (PPE) – Type II Safety helmet with chin strap, safety glasses, reflective clothing

(Class II), safety toe boots above the ankle, hearing protection o Small Tools and Supplies (STS)

• Fall Protection and Working at Heights Permit for fall hazards greater than four feet.

• FFDG will provide a Self-Rescue breathing apparatus and a cap-lamp for all subcontractor personnel.

Central Monorail Hoist Installation Statement of Work (SOW) Deliverables

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6 Deliverables

6.1 Subcontractor’s Deliverables

The Subcontractor shall provide the following deliverables in accordance with the format for documents deliverables provided in Section 6.2.

Deliverable No. Description

1 Inspection and Survey report of the Existing Central Rail in the South Cavern (4850-37)

2 Inspection and Survey report of the Existing Outside Rails in the South Cavern (4850-37)

3 Inspection and Survey report of the Existing Central Rail in the North Cavern (4850-33)

4 Inspection and Survey report of the Existing Outside Rails in the North Cavern (4850-33)

5 Design and Fabrication of New Trolley Wheels for Both Monorails

6 Installation of 20-ton Monorail Hoist Assembly in the South Cavern (4850-37)

7 Installation of 20-ton Monorail Hoist Assembly in the North Cavern (4850-33)

8 Commissioning and Load Test Report for the 20-ton Monorail Hoist in the South Cavern (4850-37)

9 Commissioning and Load Test Report for the 20-ton Monorail Hoist in the North Cavern (4850-33)

6.2 Format for Documentation and Deliverables

Electronic distribution will be the standard method of transmitting all deliverables. All contract documents are to be identified by contract number and provided in a searchable PDF format.

Reports and other narrative documents are to have a cover sheet stating the document number, document title, use date, and subcontract number, as well as having a place to identify authors, checker, and approval signatures as required.

All reports and narrative documents are to begin with an executive summary briefly describing the contents and conclusions of the document.

Oral presentations shall use PowerPoint software.

Central Monorail Hoist Installation Statement of Work (SOW) Transportation

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7 Transportation

The Subcontractor is responsible for packaging, storage, and loading of any tools and ancillary equipment required by this SOW. The subcontractor will provide the transportation of the monorail hoists and trolley assembly originating at the warehouse in Omaha, NE.

End of document

Central Monorail Hoist Installation Statement of Work (SOW) Acronyms and Abbreviations

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Appendix A – Ross Shaft Envelope

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Appendix B

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