RFP PR411711 - ORNL Machine 92 Wire EDM.pdf

REQUEST FOR PROPOSAL (RFP)

RFP No.: PR411711

Request for Proposal BSD-CS-2282 (Rev.2) October 1, 2025

REQUEST FOR PROPOSAL (RFP)

1. INTRODUCTION

Date: 10/2/2025 RFP No.: RFP PR411711 RFP Description: ORNL Machine #92 Wire EDM RFP Closing Date and Time: 10/16/2025 @ 1:00 pm EST

Subject: RFP for the ORNL Isotope Science & Enrichment Directorate In Response Refer to: RFP No. – Wire EDM

ORNL Procurement Officer: Lindsey Gulmire Phone: 865-576-4415 Email: gulmirelc@ornl.gov

Oak Ridge National Laboratory (ORNL) is a US Department of Energy (DOE) science and energy laboratory, conducting basic and applied research to deliver transformative solutions to compelling problems in energy and security. ORNL is managed and operated by UT-Battelle, LLC (Company). ORNL’s diverse capabilities span a broad range of scientific and engineering disciplines, enabling the Laboratory to explore fundamental science challenges and to carry out the research needed to accelerate the delivery of solutions to the marketplace.

The Company is pleased to invite your firm, herein referred to as “Offeror,” to submit a proposal in support of the subject effort, as outlined in the attached Statement of Work or Specification and/or Technical Direction attached.

The Company reserves the right to update this RFP by amendment prior to date of award.

The Offeror’s proposal shall be prepared in accordance with the information provided in this RFP. Specific responses to the Company’s requirements are necessary to enable the Company to evaluate Offeror’s understanding of and capability to accomplish the stated objectives. Throughout the proposal, the Offeror shall provide sufficient detail to substantiate the validity of all stated claims, comments, or positions. All proposed concepts must be shown to be technically feasible and achievable within the allotted time limitations, and all performance and schedule requirements must be shown to be realistic. The response shall correspond to the requirements of this RFP, unless otherwise specified in writing by the Company. All Offerors are strongly encouraged to maintain an active registration in SAM.gov to facilitate verification of small business status and eligibility.

2. RFP INFORMATION

Solicitation Number: RFP PR411711 Offers Due By: 10/16/2025 @ 1:00 pm EST Offer Validity Period: 120 days NAICS Code: 333517 – Machine Tool Manufacturing – 500 Employees Subcontract Type Anticipated: Commercial Items (Fixed Price) Small Business Set-Aside: No Description of Supplies/Services Sought: ORNL Machine #92 Wire EDM Anticipated Subcontract Period of Performance: 11/03/2025 - 01/06/2026

BSD-CS-2282 (Rev.2) October 1, 2025

3. LIST OF RFP ATTACHMENTS

Attachment No. Description Document Title (Date/Revision)

Attachment A Statement of Work

(SOW)/

Technical Specifications

Attachment A – ORNL Specifications – ORNL Machine #92 Wire EDM

10/2024

Attachment B ORNL Terms and Conditions Commercial Item – BSD-CS-2146

10/1/2025

Attachment C Prime Contract T&C Flow Downs

UT-Battelle Prime Supplemental Flowdown Document [Additional Terms and Conditions for Subcontracts/Purchase Orders under Prime Contract No. DE-AC05-

00OR22725] (BSD-CS-2258)

10/1/2025

Attachment D Representations and Certifications

Representations & Certifications – Abbreviated (BSD-CS-2260) or Representations & Certifications – International (BSD-CS-2123) (If not a US vendor))

10/1/2025 10/1/2025

Attachment E General Solicitation Instructions

General Solicitation Instructions – gen-solic-instruct-ext BSD-CS-2058

07/21/2015

Attachment F Exhibit 2 Representation of Limited Rights Data and Restricted Computer Software

07/21/2015

Attachment G Draft Subcontract/PO TBD

4. STATEMENT OF WORK/SPECIFICATIONS

Attachment A – ORNL Specifications – ORNL Machine #92 Wire EDM *Minimum requirements are based on a common item in the commercial marketplace that meets our requirements needed. Suppliers must be able to meet the requirements to provide a brand name or equivalent. Any item meeting or exceeding the minimum requirements will be evaluated for technical acceptability.

5. PROPOSAL PREPARATION

Preparation of Offers. (a) Offerors are expected to examine the drawings, specifications, descriptions, terms and conditions, and all instructions. Failure to do so will be at the Offeror's risk. (b) Each Offeror shall furnish the information required by the solicitation. The Offeror shall sign the offer. Erasures or other changes must be initialed by the person signing the offer. (c) Unit price for each unit offered shall be shown and such price shall include packing and shipping materials unless otherwise specified. A total price shall be entered for each item offered. Any tariffs shall be expressly stated and priced separately. In case of discrepancy between a unit price and total price, the unit price will be presumed to be correct. (d) Offeror must state a definite time for delivery of supplies or performance of services unless otherwise specified in the solicitation. Time, if stated as a number of days, will include Saturdays, Sundays, and holidays unless offeror expressly states offer is in business days. (e) Offers in strict accordance with the solicitation are desired.

Any exceptions should be referenced to related documents by title, page, and paragraph, and should be set forth in detail. (f) This request does not commit Company to pay for any costs incurred in the preparation and submission of an offer or for any other costs incurred prior to the execution of an Agreement.

BSD-CS-2282 (Rev.2) October 1, 2025

Explanation to Prospective Offerors. Any explanation desired by a prospective Offeror regarding the meaning or interpretation of the solicitation, drawings, specification, etc., must be requested with sufficient time allowed for a reply to reach all prospective Offerors before submission of their offers. Any information given to a prospective Offeror will be furnished to all prospective Offerors if such information is necessary in submitting offers or if the lack of such information would be prejudicial to any other prospective Offerors.

Proposal Format. Offeror is requested to submit their proposal in MS Excel, MS Word, or PDF formats. Proposals must be submitted on the forms furnished by the Company. If no form is provided, Offeror may submit their proposal in a format of their choosing.

Contractual / Administrative Authority. No direction to proceed or other instruction to begin work shall be binding upon Company except when specifically issued and confirmed in writing by Company Procurement Officer. Offeror’s acceptance of, or reliance upon any direction to proceed or other instruction by Company’s technical personnel, or other representatives not specifically authorized to issue formal purchase order commitments, shall be at Offeror’s own risk and shall not constitute a binding purchase commitment upon Company.

Acknowledgement of Amendments. Receipt of an amendment to a solicitation must be acknowledged in writing.

Proposal Contact. Any questions regarding any portion of this RFP must be coordinated through the Company’s Procurement Officer, identified as Company’s Contact in the Introduction. No written or verbal correspondence will be permitted with any other member of the Company without coordination through the Company’s Procurement Officer.

Failure to comply with this requirement may result in the Offeror’s disqualification from consideration for award. The Company is open to proposal clarification questions/discussions in regard to this RFP via the email address or telephone number provided in the Introduction.

Omissions. It shall be clearly understood that, not-withstanding the detailed requirements contained herein, it is the Offeror’s responsibility to identify and quote any aspect or area which may have been omitted in this RFP and which will nevertheless be necessary to meet the general requirements of the defined effort.

Opportunity for Enhancement. In the interest of cost effectiveness, the Offeror is encouraged to identify and propose alternatives to specifications that, in its judgment, may offer limited value in consideration of cost or price. Further, the Offeror is invited to suggest practical performance incentives that may be introduced to the advantage of both Offeror and Company.

Proposal Acceptance. The Company reserves the right to (a) consider proposals or modifications to proposals received after the due date should such action be determined to be in the best interest of Company or its customer, and/or (b) make award without written or oral discussion.

Affordability. This effort is in support of the U.S. Government, who has a vital mission and constrained resources, and it is incumbent upon industry to provide our customer with high quality and affordable solutions. The Company considers this challenge to be a major discriminator in our proven performance and demonstrated value to our customers. The Company has developed a number of initiatives to drive value for our customer, and we expect our partners in our supply chain to do the same. It is requested as part of your proposal in response to this RFP that you articulate and demonstrate specifics in your offer that are affordable and meet or exceed all technical and schedule requirements. Your response to these criteria will be an element of the proposal evaluation and award decision process.

Payment. Payment shall be made by electronic funds transfer (EFT). EFT enrollment shall be completed during the Ariba registration process.

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Discounts. Prompt payment discounts will be included in the evaluation of offers, provided the period of the offered discount is sufficient to permit payments within such period in the regular course of business under the delivery, inspection, and payment provisions of the solicitation.

Rights to Technical Data in Successful Proposals. Should an Agreement be awarded based on a proposal, it is policy, in consideration of the award, to obtain unlimited rights for the Government in technical data (but not commercial or financial information) contained in a successful proposal upon which award of an Agreement is based. To exclude technical data contained in a proposal from the Government’s rights, the offer must:

(1) Advise the Company that the technical data, or portions thereof that are identified by the Offeror, are covered by the restrictive notice regarding the disclosure and use of proposal information in accordance with the provision of this RFP entitled Treatment of Offer Information and request that such protection be maintained by excluding the data from the Government’s rights; or

(2) Establish to the Company’s satisfaction that identified portions of the technical data do not relate directly to or will not be utilized in the work to be performed under the Agreement, and request that such portions be excluded from the Government’s rights.

If unlimited rights to technical data in successful proposals, as set forth in the first paragraph of this section are to be acquired, it shall be by use of the clause below titled, “Rights to Proposal Data (Technical).” Any excluded technical data will be identified by inserting appropriate proposal page numbers in the clause, which clause enables the identification of data to be excluded from the Government’s rights, as discussed in the first paragraph of this section. Such exclusion is not dispositive of the protective status of the data, but any excluded technical data, as well as any commercial and financial information contained in the proposal, will be used for evaluation purposes only. If there is a need to have access to any of the excluded technical data during contract performance, their acquisition will be as limited rights data, if they so qualify, in accordance with FAR 27.404- 1(d).

Rights to Proposal Data (Technical)

Except for data contained on pages _______, it is agreed that as a condition of the award of this subcontract and notwithstanding the conditions of any notice appearing thereon, the Government shall have unlimited rights (as defined in the “Rights in Data – General” clause contained in this subcontract in and to the technical data contained in the proposal dated, _______, upon which this subcontract is based.

Government-Furnished Property. No material, labor, or facilities will be furnished by the Company or the Government unless otherwise provided in the solicitation.

Award of Subcontract. (a) Unless specified otherwise elsewhere in this solicitation, the Agreement will be awarded to the responsible Offeror whose offer represents the best value, total cost and/or price of the acquisition and other factors considered.

(b) The Company reserves the right to reject any or all offers and to waive informalities and minor irregularities in offers received.

(c) Except as may otherwise be provided in the solicitation, the Company may accept any item or group of items of any offer, unless the Offeror qualifies the offer by specific limitations.

(d) The Company may accept within the time specified therein, any offer (or part thereof, as provided in (c) above), whether or not there are negotiations subsequent to its receipt, unless the offer is withdrawn by written notice

BSD-CS-2282 (Rev.2) October 1, 2025 received by the Company prior to award. If subsequent negotiations are conducted, they shall not constitute a rejection or counteroffer on the part of the Company.

(e) It is the Company’s intent to award based on initial offers. Accordingly, each offer should be submitted on the most favorable terms, from a price and technical standpoint that the Offeror can submit. However, the Company may allow for proposal revisions if the Company deems it necessary.

Brand Name or Equal. (a) If items called for by this solicitation have been identified by a "brand name or equal" description (including identification of products by make and model), such identification is intended to be descriptive, but not restrictive, and is to indicate the quality and characteristics of products that will be considered satisfactory.

Offers proposing "equal" products (including products of the brand name manufacturer other than the one described by the brand name) will be considered for award if such products are clearly identified in the offer and are determined by the Company to meet fully the salient characteristics’ requirements listed in the solicitation.

(b) Unless the Offeror clearly indicates in the offer that it is offering an "equal" product, the offer shall be considered as offering the brand name product referenced in the solicitation.

(c)(1) If the Offeror proposes to furnish an "equal" product, the brand name, if any, of the product to be furnished shall be clearly identified in the offer. The evaluation of offers and the determination as to equality of the product offered shall be the responsibility of the Company and will be based on information furnished by the Offeror.

CAUTION TO OFFERORS: The Company is not responsible for locating or securing any information that is not furnished with the offer. Accordingly, the Offeror must furnish as part of the offer all descriptive material (such as cuts, illustrations, drawings, or other information) necessary for the Company to (i) determine whether the product offered meets the salient characteristics’ requirements of the solicitation, and (ii) establish exactly what the Company would be binding itself to purchase by making an offer.

(2) If the Offeror proposes to modify a product to make it conform to the requirements of the solicitation, it shall (i) include in the offer a clear description of such proposed modifications and (ii) clearly mark any descriptive material to show the proposed modifications.

Unbalanced Pricing. The Company may determine that a proposal is unacceptable if the prices proposed are materially unbalanced between line items and option items. Unbalanced pricing exists when, despite an acceptable total evaluated price, the price of one or more line items is significantly overstated or understated as indicated by the application of cost or price analysis techniques. An offer may be rejected if the Company determines that the lack of balance poses an unacceptable risk to the Company.

Conditions Affecting the Work. Offerors should visit the site and take such other steps as may be reasonably necessary to ascertain the nature and location of the work, and the general and local conditions which can affect the work or the cost thereof. Failure to do so will not relieve Offerors from responsibility for estimating properly the difficulty or cost of successfully performing the work. The Company will assume no responsibility for any understanding or representations concerning conditions made by any of their officers or agents prior to the execution of the Agreement, unless that understanding or representation is expressly stated in the Agreement resulting from this solicitation.

Treatment of Offer Information. Offerors that include in their proposals information that they do not want disclosed to the public for any purpose, or used by the Company or the Government except for evaluation purposes, shall:

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(a) Mark the title page with the following legend:

This proposal includes information that shall not be duplicated, used, or disclosed—in whole or in part—for any purpose other than to evaluate this proposal. If, however, an Agreement is awarded to this Offeror as a result of—or in connection with—the submission of this information, the Company and the Government shall have the right to duplicate, use, or disclose the information to the extent provided in the resulting Agreement. This restriction does not limit the Company’s and the Government's right to use information contained in this information if it is obtained from another source without restriction. The information subject to this restriction are contained in pages [insert numbers or other identification of pages]; and

(b) Mark each page of information it wishes to restrict with the following legend:

Use or disclosure of information contained on this page is subject to the restriction on the title page of this proposal.

Company Profile. Provide a company profile to include business classification (e.g. Large, Small, Disadvantaged, etc.).

Signing Authority. Provide the names, positions, email address, and phone numbers of persons authorized to negotiate this proposal, contractually commit the Offeror, or persons to be contacted for clarification or questions.

Proposal Validity. Unless otherwise stated in the Offeror’s proposal, the Offeror’s proposal shall be valid for 120 calendar days.

Shipping Terms. Identify any Shipping terms. Do not insure shipments. Please propose DDP Oak Ridge, TN.

Offeror Business Information. Complete business address of the Offeror, the corporate name to be used on any resultant contract, and the remittance address if different from that above. Identify “parent company” or “sponsoring corporation” name, also provide such identity as appropriate.

Subcontract Type. Identify proposed subcontract type if other than the anticipated subcontract type located in Attachment B: ORNL Terms and Conditions – Commercial Item – BSD-CS-2146, 10/1/2025.

Withdrawal of Offers. Offers may be withdrawn by written notice received by the Procurement Officer at any time before award.

Proposal Package. A complete proposal package consists of the following elements:

Technical Proposal Cost Proposal Exceptions/Non-Compliance Conditions of Proposal / Assumptions Supplementary Requirements

TECHNICAL PROPOSAL REQUIREMENTS:

The Technical Proposal shall not exceed 20 pages (excluding personnel resumes).

The technical proposal should be specific, detailed, and complete to demonstrate clearly and fully that the Offeror has a thorough understanding of the Buyer’s requirements. The technical proposal must enable the technical evaluators to make a thorough analysis and arrive at a sound determination as to whether or not the proposal meets the Buyer’s requirements. The proposal shall include descriptions sufficient to describe the Offeror’s technical approach. The technical proposal must be sufficient to show how the Offeror proposes to

BSD-CS-2282 (Rev.2) October 1, 2025 comply with the Buyer’s requirements, if possible the proposal should include a capability and/or a specifications sheet. The Offeror shall include a glossary of acronyms and special terminology.

No certified cost or pricing information shall be included in the technical proposal.

Personnel. Describe the experience and qualifications of personnel who will be assigned for direct work on this program. Information is required to show the composition of the task or work group, its general qualifications, and recent experience with similar equipment or programs. Special mention shall be made of direct technical supervisors and key technical personnel, and the approximate percentage of the total time each will be available for this program.

Principal Investigator (PI)/Project Director. List the name of the Principal Investigator/Project Director responsible for overall implementation of the contract and key contact for technical aspects of the project. Even though there may be co-investigators, identify the Principal Investigator/Project Director who will be responsible for the overall implementation of any awarded contract. Discuss the qualifications, experience, and accomplishments of the Principal Investigator/Project Director. State the estimated time to be spent on the project, his/her proposed duties, and the areas or phases for which he/she will be responsible.

Other Key Personnel. List all other investigators/professional personnel who will be participating in the project. Discuss their qualifications, experience, and accomplishments. State the estimated time each will spend on the project, proposed duties on the project, and the areas or phases for which each will be responsible.

Additional Personnel. List names, titles, and proposed duties of additional personnel, if any, who will be required for full-time employment, or on a subcontract or consultant basis. The technical areas, character, and extent of subcontract or consultant activity will be indicated, and the anticipated sources will be specified and qualified.

Resumes. Resumes of all key personnel are required. Each must indicate educational background, recent experience, specific or technical accomplishments, and a listing of relevant publications.

Technical Objectives. State the overall objectives and the specific accomplishments you hope to achieve. Indicate the rationale for your plan, and relation to comparable work in progress elsewhere. Review pertinent work already published which is relevant to this project and your proposed approach. This should support the scope of the project as you perceive it.

Technical Approach. Use as many subparagraphs, appropriately titled, as needed to clearly outline the general plan of work. Discuss phasing of research and possible or probable outcome of approaches proposed.

Technical Methods. Describe in detail the methodologies you will use for the project, indicating your level of experience with each, areas of anticipated difficulties, and any unusual expenses you anticipate.

Schedule. Provide a schedule for completion of the work and delivery of items specified in the statement of work.

Performance or delivery schedules shall be indicated for phases or segments, as applicable, as well as for the overall program. Schedules shall be shown in terms of calendar months from the date of authorization to proceed or, where applicable, from the date of a stated event, for example, receipt of a required approval by the Company. Unless the request for proposal indicates that the stipulated schedules are mandatory, they shall be treated as desired or recommended schedules. In this event, proposals based upon the Offeror's best alternative schedule, involving no overtime, extra shift or other premium, will be accepted for consideration.

Facilities and Resources. List/describe all facilities and resources available for this project, including any equipment.

Other Considerations. Identify and discuss specific factors not included elsewhere which support your proposal. Using specifically titled subparagraphs, items may include:

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Any agreements and/or arrangements with subcontractor(s). Provide as much detail as necessary to explain how the statement of work will be accomplished within this working relationship.

Unique arrangements which none or very few organizations are likely to have, which is advantageous for effective implementation of this project.

Equipment and unusual operating procedures established to protect personnel from hazards associated with this project.

Other factors you feel are important and support your proposed research.

Recommendations for changing reporting requirements or other deliverables if such changes are more compatible with the offeror's proposed schedules.

COST PROPOSAL REQUIREMENTS:

All proposals shall be submitted in U.S. Dollars (USD). If a standard proposal pricing worksheet/form is provided within this RFP, the Offeror shall submit their pricing via the worksheet/form. If the worksheet/form is not provided, the Offeror may submit their pricing information in their own format.

This proposal may be subject to a government price audit.

The cost breakdowns shall identify the following information: direct labor, subcontracts, travel, materials and equipment, other direct costs, indirect expenses, and fee or profit, only if applicable.

Labor. For direct labor, identify the labor category, hours, and fully burdened labor rates. Identify each direct labor category and include a brief job description and minimum education and experience requirements for each subcontractor labor category proposed. If the period of performance is for more than one year, show the information for each year proposed. Please identify all Key Personnel proposed.

Subcontractors. Include all subcontractor proposals. All subcontracted labor must identify labor category, hours, and fully burdened rates. Identify each subcontractor labor category and include a brief job description and minimum education and experience for each subcontractor labor category proposed. If lower tier subcontractor will travel, furnish equipment, materials, supplies, etc. additional quotations are required.

Travel. Include details on number of trips, purpose of trips, number of travelers, origin and destination of traveler, number of days of travel, airfare costs, lodging costs, meals and incidental costs, automobile rental costs, parking expenses, and/or POV mileage and applicable rates. All travel costs are to be in accordance with the Federal Travel Regulation FAR 31.205-46 as cited under US Government Joint Travel Regulation (JTR) guidelines. Travel costs will not be fee-bearing and may include G&A only.

Materials and Equipment. Include a breakdown of each item along with supporting documentation for prices proposed, e.g., quotes from suppliers and/or catalog cut sheets with pertinent pricing.

Other Direct Costs. The Offeror shall submit complete details of how "other direct costs" (ODCs) were derived.

Fee or Profit. The Offeror shall submit a presentation of the details of its proposed profit/fee in the weighted guidelines format as described in DFAR 215.404-71 or use a similar structured approach.

Milestone Payment Plan. The Company may consider a proposed payment plan with the Offeror’s response.

Proposed payments must demonstrate significant progress against the schedule incorporated into the subcontract.

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Government Approved Rates. If any of the proposed rates and factors have been accepted or approved by a government agency, the Offeror shall identify the agency, its location, and the date of such acceptance or approval and provide a copy of the approval letter.

All Other Costs Proposed. The Offeror shall submit complete details of any other costs not specifically identified or addressed above. The details shall be presented in a manner that will enable a comprehensive and thorough evaluation to be conducted.

EXCEPTIONS/NON-COMPLIANCE:

Exception(s) to or non-compliance with any portion of this RFP shall be clearly identified in a separate Exceptions/Non-Compliance section referencing the specific document, page, paragraph, and item. Exceptions identified in the Offeror’s Technical Proposal need not be restated in this section. You are required to explain the reason(s) for the non-compliance and identify any alternate solutions to achieve compliance. Any exceptions that are taken to the provisions of this RFP will be considered in evaluating the Offeror’s proposal and may result in your offer being deemed non-responsive. The absence of a proposal section entitled “Exceptions/Non-Compliance” or a statement indicating “no exceptions are taken” implies complete and unequivocal acceptance of all requirements, terms, and conditions.

CONDITIONS OF PROPOSAL/ASSUMPTIONS:

The Offeror shall identify any conditions and/or assumptions of its proposal in a separate Conditions of Proposal/Assumptions section. The Offeror shall include a list of any Company/Government equipment and/or information needed as a condition of performance. Offeror shall include its assertion of Limited or Restricted Rights in Data and/or Software.

SUPPLEMENTARY REQUIREMENTS:

Representations and Certifications – Abbreviated. If your proposal exceeds $15,000, Offeror must complete and return a copy of the Representations and Certifications – Abbreviated (BSD-CS-2260) form, a copy of which can be found here: https://contracts.ornl.gov/special-articles-and-forms/.

Organizational Conflicts of Interest. If your proposal exceeds $15,000 and the Special Provisions section of this RFP includes the "Organizational Conflicts of Interest" clause, the statement required by paragraph (c) of the provision entitled "Organizational Conflicts of Interest Disclosure - Advisory and Assistance Services," is made a part of this RFP. A copy of these OCI disclosure statement requirements for Advisory and Assistance Services can be found here:

https://contracts.ornl.gov/special-articles-and-forms/.

Small Business Subcontracting Plan. If your offer, including options, is $900,000 (or $2 million for Construction) or more and the Offeror is a large business, the Offeror shall submit a Small Business Subcontracting Plan that fully meets the requirements of FAR 52.219-9 or complete the ORNL Small Business Subcontracting Plan Form (BSD-CS-2129). A copy of this form can be found here: https://contracts.ornl.gov/special-articles-and-forms/. Annual small business reporting will be required via the Electronic Subcontracting Reporting System (http://www.esrs.gov). If the Offeror determines it is not required to submit a plan for subcontracting with small business concerns, they shall submit a Representations Regarding Small Business Subcontracting Plan.

Cost Accounting Standards. If your offer exceeds $2.5 million, return a completed copy of the Cost Accounting Standards (CAS) Notices and Certification form (BSD-CS-2039). A copy of this form can be found here:

https://contracts.ornl.gov/special-articles-and-forms/.

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Certified Cost and Pricing Data. Offerors are not required to submit certified cost or pricing data with their offer; however, such data may be requested by the Company prior to award if the award is over $2.5 million and no valid exception applies.

Foreign End Products. The Offeror shall list as foreign end products those end products that are manufactured outside of the United States that do not qualify as domestic end products. List all foreign end products proposed and their country of origin.

Patent Rights. If the Special Provisions section of this RFP includes either the "Exhibit IB, Patent Rights – Acquisition by the Government" or the "Exhibit 1C, Patent Rights - Retention by the Seller (Short Form)" clause, and you have requested an advance waiver of patent rights, Offeror shall submit a copy of the form (attachments are not necessary) that you submitted to the DOE Patent Counsel. (See the form entitled "Exhibit 2B - Petition for Advance Waiver of Patent Rights" found here: https://contracts.ornl.gov/exhibits/.)

6. COMPETITION

This RFP is being issued on a competitive basis. The Company intends to make one award.

Access to ORNL Site. Vendor personnel may come onto the ORNL site only if they have a current ORNL badge or a visitor's pass. Persons who need visitors' passes to deliver offers or participate in site visits must provide their e-mail address to the Procurement Officer on a workday at least 24 hours in advance. The Site Administrator will send a link to a secure portal (via-email) where vendor personnel provide the following information: (i) Full name, (ii) employer, (iii) social security number, (iv) date of birth, (v) gender and (vi) country of citizenship. Visitors' passes must be picked up at the Visitor Center, Building 5200. Government issued photo identification is required.

Questions. Questions concerning this RFP must be submitted in writing, via email, to the Procurement Officer listed in the Introduction of this RFP. Information given to one prospective offeror will be furnished to all prospective offerors if a lack of the information would be prejudicial to them.

7. BASIS OF AWARD

Basis of Award – Lowest Price Technically Acceptable (LPTA). An award resulting from this solicitation will be made to the responsible offeror submitting the lowest-priced offer that meets all specified requirements. Offers will be evaluated for technical acceptability under each of the factors listed below. An offer that is evaluated as unacceptable under any factor will not be considered for award. In your proposal, please clearly document how your offer meets or exceeds the below listed acceptability factors. Note and explain any deviation from the specifications. Make specific written response to items that cannot be met as specified in the specifications.

Technical Acceptability Factors:

1. Provide the requested services per SOW/ Specification (Attachment A) with no exceptions.

* Note: Equipment cannot be received before January 06, 2026.

Any proposed delivery dates prior may not be considered.

8. SPECIAL PROVISIONS

Exhibit 1B – Patent Rights – Acquisition by the Government (02/09) Exhibit 1C, Patent Rights – Retention by Seller (Short Form) (03/01)

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Exhibit 2 – Representation of Limited Rights Data and Restricted Computer Software (07/15) Exhibit 3 – Authorization and Consent (10/2020) Exhibit 5 – Patent Indemnity (04/84) Exhibit 9 – Technical Data (06/11)

Commercial Items Meeting Catalog Description

With this order, written documentation shall be provided verifying that the products ordered by the Company based on the stated catalog specifications have been supplied. An example of acceptable documentation is a completed listing of the products shipped with the associated catalog numbers.

Seller-Supplied Calibrations

All system instrumentation or devices requiring calibration shall be listed. Calibrations to be performed prior to shipment shall be completed and documented. Records of the calibrations including methods and standards utilized and personnel performing the calibrations shall be documented and provided with the shipment.

Calibration Certification

The Seller shall submit with each instrument/system a certification that the instrument/system has been calibrated and is ready for use. The certification shall contain, as a minimum, the identification of (1) the instrument/system, (2) the calibration procedure used, and (3) the standards and/or equipment utilized for the calibration (traceability to the SI, ILAC MRA accreditation process, dates of test, and identity of items tested will satisfy this last requirement).

Detailed support data shall remain on file by the Seller as required by the contract. Certification shall be signed by an authorized Seller representative.

Operating Instrument Calibration Report

This report details the calibration of operating instruments performed immediately prior to, or upon the initial installation into, the associate system. The report shall contain the signature and title of the authorized representative of the organization performing the calibration and shall be sent to the Company for review.

Final Acceptance

Final acceptance of the system shall be based on testing of the product to the technical requirements of the specification after completion of installation at the Company’s site.

Operating/ Maintenance Manual

Documents shall be submitted that contain the operational procedures, instructions, maintenance, spare parts list, and handling precautions.

Packing and Shipping

The Seller is responsible for all packing and shipping provisions to ensure that the system arrives at the Company’s site in an undamaged, working condition. The Seller shall inform the Company of shipping plans two weeks before actual shipment.

Post-Installation Service & Maintenance

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Service and maintenance shall be available from factory-trained service engineers, and to help ensure maximum safety for such activities, an established service network shall be in place. The service and maintenance contracts shall include routine maintenance visits (at least two visits per year) for cleaning and minor adjustments and emergency visits for inoperative equipment. Under such an emergency, the Seller's service personnel and any required replacement parts shall arrive at the installation site within two working days of notification by the Company that the equipment is inoperative. Replacement of critical system components shall be covered under emergency service.

Seller Installation and Start Up

The Seller shall provide qualified personnel to perform and oversee or oversee all system installation and start-up activities necessary to ensure the system is fully functional upon completion. In addition, the Seller shall provide personnel to provide comprehensive training necessary to operate the system to its full capabilities as stated in the technical portion of the specification.

Software Quality Assurance

The following shall be provided by the supplier (within the performance period of the contract):

1. Supplier shall provide formal on-site, off-site, or on-line training for users, if requested.

2. Supplier shall provide a process to notify users of defects, new releases, or issues that impact the operation of the software. Supplier shall also provide a process to allow users to report defects and request assistance in operating the software. Supplier shall provide feedback on problem resolution for reported defects.

3. Supplier shall label new releases and upgrades of the software to allow unique identification of changes by revision.

4. Supplier shall provide assurance of the software quality by allowing an external assessment of their SQA program or providing evidence of the software quality via (a) self-declaration that the software meets the intended quality, (b) third-party certification, or (c) acceptance based on key characteristics (e.g., large user base).

Electrical - Post Receipt Field Evaluation (July 22, 2019):

Seller must submit completed AHA form https://contracts.ornl.gov/activity-hazard-analysis-aha/

For electrical equipment, assemblies or items that are not NRTL listed or field evaluated by an OSHA Recognized NRTL (https://www.osha.gov/dts/otpca/nrtl/), the Seller shall provide documentation to assist the Company with safety inspections and evaluations of the equipment, assembly or item. Documentation shall be submitted with the equipment and shall include the following: 1. Schematics and/or elementary diagrams. 2. Wiring diagrams, if applicable. 3. Detailed results of factory tests. Certificates of compliance or conformity alone are not acceptable. 4.

Operating instructions. The Company will use the submitted information to conduct a post-receipt safety evaluation of the equipment, assembly or item against appropriate code(s) and standard(s). The Company may reject the equipment, assembly or item if the Company concludes that it does not satisfy requirements of the applicable code(s) or standard(s).

Electrical - Accessible/Exposed Electrical Hazards (July 22, 2019):

Seller must submit completed AHA form https://contracts.ornl.gov/activity-hazard-analysis-aha/

BSD-CS-2282 (Rev.2) October 1, 2025

The Seller shall perform service and maintenance activities employing work practices required for electrical safety by the Occupational Safety and Health Administration (OSHA) in 29 CFR 1910 Subpart S, 29 CFR 1926 Subpart K, and NFPA 70E, Standard for Electrical Safety in the Workplace 2015 Edition. Maintenance, testing, startup, and repair activities involving the potential for contact with exposed energized electrical circuits or parts shall be performed with the equipment de-energized unless this is infeasible because of diagnostic or operational limitations. To control potential electrical hazards, system components shall be disconnected from their electric energy source(s), with the disconnecting means (power cord and plug, safety switch, etc.) under the control of the service Seller. All stored electrical energy which might endanger personnel through contact (high amperage batteries, capacitors and high capacitance elements, high energy electromagnets, etc.) shall be discharged or safely isolated from the circuit. Prior to working on or near any energized parts, Seller shall, via the Technical Project Officer (TPO), obtain approval from the Company’s applicable Level II Manager prior to performing the proposed activities. The TPO has responsibility for providing the Subcontractor with approval prior to working on or near any energized part. The TPO responsibility includes ensuring a pre- job dialogue on job hazards and controls between the service subcontractor and TPO and/or Company electrical SME.

Physical Hazard – Lockout/Tagout (July 22, 2019):

Seller must submit completed AHA form https://contracts.ornl.gov/activity-hazard-analysis-aha/

Control of hazardous energy sources that require lockout/tagout will be managed (i.e., identified, assessed, and controlled) by the Company. The Seller is required to follow OSHA (as applicable through 10 CFR 851.23) and NFPA 70E requirements for hazardous energy control which require the Seller to establish a written hazardous energy control process and train employees. These requirements also apply to a single source of hazardous energy. Seller shall comply with the requirements of 29 CFR 1910.147 for servicing and maintenance when the unexpected energization or release of stored energy could cause injury. Work requiring the control of sources of hazardous energy shall follow the applicable OSHA and NFPA requirements, e.g. 29 CFR 1910.147, 1910.269, 1910.333 and NFPA 70E. Planned work involving forms/sources of hazardous energy, e.g. electrical, pneumatic, hydraulic, mechanical, etc. shall be addressed by a procedure that specifies how those forms of hazardous energy will be properly controlled by lockout/tagout (LO/TO). Prior to beginning work, the following requirement(s) shall be observed by Seller (as applicable to the task):

1) Lockout/Tagout required by an outage of a portion of the [external] electrical distribution system shall be coordinated by ORNL Utilities. 2) Lockout of any permanently wired component, equipment, or system served by a facility's internal distribution system must be coordinated with the Technical Project Officer or their designated representative. The need to de-energize a disconnect switch or circuit breaker is a typical example of this. Note: This requirement does not apply to equipment that is supplied exclusively by flexible cord and plug that is under the exclusive control of the employee performing work. 3) Method for verifying zero energy isolation of electrical circuits must be performed in accordance with applicable NFPA 70E requirements (see Electrical section).

ORNL Delivery Hours Deliveries are accepted Monday through Friday, from 7:00 a.m. to 3:00 p.m. (Local Time). Any shipment offloads that require the use of a crane after 1:00 p.m. must be coordinated specifically with the Company's Receiving Department or may be rejected.

Delivery Drivers Must be U.S. Citizens:

All deliverables coming onsite to a DOE laboratory, including Oak Ridge National Laboratory (ORNL), must be delivered by a United States citizen. If a foreign national attempts to deliver anything to the ORNL site, the driver will be instructed to turn around and will not be allowed onsite.

Imports To ORNL Critical Communication

BSD-CS-2282 (Rev.2) October 1, 2025

(a) The Seller shall specify on the bill of lading or air waybill (e.g., "Notify Party", "Broker Select", "Handling Information" fields) that the Company's customs broker be notified to arrange U.S. Customs clearance. This directive should identify the broker as:

V. Alexander & Company 110 Tyson Blvd., Suite 202, Alcoa, TN 37701 Attn: Import Department Phone: 865-970-7461, Fax: 865-970-7490 knoxvilleimportdocs@valexander.com Amalia Joyce: ajoyce@valexander.com Brittney Beck: bbeck@valexander.com

(b) The location for U.S. Customs clearance to occur shall be specified as:

U.S. Port 2016 - Knoxville, Tennessee

(c) Importer Security Filing (ISF) regulations require transmission of the 10+2 data elements 24 hours prior to the Mother vessel sailing date. A Seller using ocean transport must provide V. Alexander with the completed ISF Form, Commercial Invoice(s), and Packing list(s) via email at least 72 week-day hours prior to loading onboard the Mother vessel.

Instructions to submit ISF data:

1.Email the below items to ISF@valexander.com at minimum 72 hours prior to the Mother Vessel estimated sailing date (ETD).

**Please only include one ISF form per email** •Completed ISF Form or ISF Details •Commercial invoice(s) •Packing list(s) 2.Email Subject Line should include:

•Estimated Sailing Date (ETD) of the Mother Vessel •Importer of Record Name •ISF revisions, ISF amendments, or ISF questions should be emailed only to isfoperationsknoxville@valexander.com

(d) The shipment shall be consigned to the following:

UT-Battelle, LLC Oak Ridge National Laboratory (ORNL) for the U.S. Department of Energy 1 Bethel Valley Road Oak Ridge, Tennessee 37831 Contact:

Goods Recipient/Invoice Approver: TBD Phone: TBD

(e) Delivery terms are Incoterms DDP 2020, Oak Ridge, TN USA Note: Fees, fines, and/or other assessments resulting from failure to follow these critical communication steps will be recouped from the Seller.

Process

(a) Material(s) purchased under this agreement may be exempt from United States import duties.

The following provisions are included to ensure no duty is improperly paid.

(b) Not withstanding any other provision of this agreement, delivery terms are (as shown in Item (e) above) Oak Ridge, TN, USA. The Seller shall not include in the purchase price the amount for duty unless such duty is specifically identified as a separate line item in the price. Any amount improperly included by the Seller shall be subject to seto and/or recoupment.

(c) Except as noted, no later than 72 hours before shipment of any foreign material, the Seller shall provide the following documents to the Company's Import Broker and Company's Transportation Department at the addresses provided below:

(1) bill of lading/airway bill naming UT-Battelle LLC as the consignee (required by day of shipment)

BSD-CS-2282 (Rev.2) October 1, 2025

[Note: use express bill of lading for ocean transport]

(2) commercial invoice for items to be delivered to Oak Ridge, TN, USA,

(3) itemized packing list,

(4) name of carrier, and

(5) estimated delivery date.

(d) The commercial invoice shall include, at a minimum:

(1) name and address of the manufacturer

(2) description of the item(s),

(3) quantities of the item(s) described,

(4) value of the item(s) to be delivered in US Dollars,

(5) HTSUS number,

(6) country of origin,

(7) US Customs Entry in Knoxville, TN, USA; Port 2016; McGhee/Tyson Airport (TYS),

(8) Incoterms,

(9) purchase order number (if applicable),

(10) ORNL contact name (goods recipient/invoice approver), and

(11) project name (e.g., SNS, CNMS, ITER, etc. - if applicable). All documents listed above shall be in English.

(e) No later than the day of shipment of any foreign material, the Seller shall provide written notice to Company's Import Broker confirming the name of the carrier and estimated date of arrival, and if available, the flight number or name of the transporting vessel. Note that additional data must be electronically provided at least 72 hours prior to loading if ocean transport will be utilized.

(f) Notices for the Company's Import Broker shall be sent via e-mail to: V. Alexander and Company, Inc., Attn: Import Department;

E-mail: knoxvilleimportdocs@valexander.com mwilson@valexander.com

(g) Notices for the Company's Transportation Department shall be sent via e-mail to:

logistics@ornl.gov

(h) All shipping documents and packages shall be clearly marked with the following:

Shipment to ORNL for the United States Department of Energy under Contract No. DE-AC05-00OR22725. Upon arrival of shipment, NOTIFY V. ALEXANDER AND COMPANY (865) 970-7461 FOR CUSTOMS CLEARANCE.

Tariffs, Duties, and Taxes A. Duty Free Entry

a. FAR 52.225-8 DUTY-FREE Entry (Oct. 2010) is incorporated into this subcontract as if fully set forth herein if this contract involves the importation of:

i. Supplies identified in the statement of work or schedule are to be accorded duty-free entry;

or

ii. Other supplies in excess of $15,000.

B. Federal, State, and Local Taxes

a. The contract price includes all applicable Federal, State, and local taxes and duties, except for (i) those which should be accorded duty-free entry under FAR 52.225-8, (ii) those for which there is another exemption,…