Attachment A - Statement of Work - Mazak FUSE System.pdf

Statement of Work Mazak FUSE System

Date: November 4, 2026

Purpose

This document sets forth the Statement of Work (SOW) for services to be provided to UT-Battelle, LLC (Company), the managing and operating contractor for The Oak Ridge National Laboratory (ORNL), pursuant to a contract with the U.S. Department of Energy (DOE) on a project known as Research and Development on New Manufacturing Methods for Defense Castings and Forgings.

Background

ORNL is DOE’s largest science and energy laboratory, located in Oak Ridge, Tennessee, and conducts research supporting energy, environmental, and national security missions. This procurement supports ORNL’s Manufacturing Demonstration Facility (MDF) in Knoxville, Tennessee. The project requires an integrated manufacturing system consisting of subtractive machining, wire arc additive manufacturing (WAAM), blank machine stations, pallet changer modules, and a two-level PALLETECH system with associated engineering and interfaces. The heat treatment module interface is included in this scope;

however, the heat treatment module itself is outside this scope

Objectives

The objectives of this subcontract are to:

1. Furnish a fully integrated Mazak FUSE manufacturing system for ORNL MDF.

2. Provide one subtractive machining station, one WAAM station, two blank machine stations, five pallet changer modules, and one two-level PALLETECH system with 32 pallets and associated connections and engineering.

3. Complete system engineering and configuration review sufficient to define layout, interfaces, installation prerequisites, utility requirements, and acceptance criteria.

4. Conduct pre-shipment runoff testing to verify the supplied equipment and integrated functions against the approved configuration.

5. Deliver, install, and support final acceptance of the system at ORNL MDF in Knoxville, Tennessee.

6. All provided items shall meet published performance specifications as stated by Mazak.

Scope

The Seller shall furnish, configure, integrate, deliver, and install the Mazak FUSE system for ORNL MDF in Knoxville, Tennessee. The scope includes all equipment, engineering, configuration documentation, customized system layout, PMC-to-machine connection engineering, pallet handling integration, and the interface connection to the heat treatment module. The scope also includes runoff testing before shipment and installation support through final acceptance. The heat treatment module itself is not included in this subcontract. Scope defines the boundaries of the work; specific performance requirements are identified in the task sections below.

Tasks

Task 1 – Furnish and Configure Machine Stations

The Seller shall provide the machine stations and associated option packages and pallet changer specifications identified below:

1.1 Subtractive Machining Station

The Seller shall furnish:

• One (1) Mazak VC-EZ20X subtractive machine

• One (1) VC-EZ20X option package for the VC-EZ20X configuration

• One (1) pallet changer specification for the subtractive machine

1.2 WAAM Station

The Seller shall furnish:

• One (1) base machine for the WAAM station

• One (1) option package for the WAAM machine

• One (1) pallet changer specification for the WAAM machine

• One (1) WAAM configuration package for the additive manufacturing station 1.3 Blank

Machine Stations

The Seller shall furnish:

• Two (2) blank machine configurations

• Two (2) option packages for the blank machines, one per machine

• Two (2) pallet changer specifications for the blank machines, one per machine

The Seller shall ensure all furnished machine stations are compatible with the integrated pallet handling and PALLETECH system described in this SOW.

Task 2 – Furnish and Integrate Pallet Handling and PALLETECH System

The Seller shall furnish and integrate the pallet handling and PALLETECH system components identified below.

2.1 Pallet Changer Assemblies

The Seller shall furnish:

• Five (5) pallet changer modules

• Five (5) connection modules linking the machines with the pallet management controller (PMC)

2.2 Two-Level PALLETECH System

The Seller shall furnish:

• One (1) base unit for the two-level PALLETECH system

• One (1) PALLETECH system option package

• One (1) PMC-to-machine connection package, including the engineering associated with that connection

• One (1) customized system layout for the integrated system

• One (1) interface connection to the heat treatment module

• One (1) pallet package containing a total of 32 pallets

• One (1) system engineering services package for the integrated equipment and pallet handling configuration

Task 3 – Perform Engineering and Configuration Review

The Seller shall complete the engineering required for the system configuration and shall coordinate the machine stations, pallet changer assemblies, PMC connections, PALLETECH system, and heat treatment interface. System engineering under this task is in addition to the engineering associated with the PMC-to-machine connection package.

Before design approval, the Seller shall provide ORNL with:

• Proposed layout

• Machine and module configuration

• Interface requirements

• Itemized description of each option package

• Itemized description of each pallet changer specification

• Descriptions of included components and functions sufficient to establish the configuration to be supplied The design review shall establish:

• Installation prerequisites

• Utility and facility requirements

• Heat treatment interface boundary

• Runoff acceptance criteria

• Installation acceptance criteria

Task 4 – Provide Deliverable Documentation

The Seller shall provide the complete equipment quantities and configuration packages identified in Tasks 1 and 2, together with the engineering and customized layout described in Task 3.

Milestone deliverables shall include:

• Configuration and layout submitted for design review

• Documentation of general assembly completion

• System or module runoff results before shipment

• Documentation of successful installation at the final end-user location

The detailed content of these documents shall be finalized during design review and reflected in the approved project schedule.

Task 5 – Conduct Runoff, Delivery, Installation, and Final Acceptance

The Seller shall conduct system or module runoff before shipment using the criteria agreed during design review. Runoff shall demonstrate the supplied equipment and relevant pallet handling and interface functions against the approved configuration. The Seller shall document runoff results and address discrepancies affecting the agreed acceptance criteria.

The Seller shall coordinate delivery and installation with ORNL at the MDF in Knoxville, Tennessee.

The exact receiving location and installation prerequisites shall be confirmed before shipment.

Final installation acceptance shall occur after verification that:

• The delivered quantities match the approved scope

• The delivered configuration matches the approved scope

• The installed system satisfies the agreed installation acceptance criteria

Milestones

The milestones and deliverables must align, and milestones should be stated as checkpoints tied to award or order timing rather than fixed calendar dates.

Task Milestone Due Task 3 Submit proposed layout, configuration, interface requirements, and option package descriptions for design review

Within 2 months after receipt of order (ARO)

Task 3 Complete design review and establish installation prerequisites, utility requirements, interface boundaries, and acceptance criteria

Within 3 months ARO

Task 4 Complete general assembly and provide documentation of assembly completion

Within 9 months ARO

Task 5 Complete system or module runoff and provide runoff results before shipment

Within 12 months ARO

Task Milestone Due Task 5 Deliver equipment to ORNL MDF Within 13 to 14 months

ARO

Task 5 Complete installation and submit installation acceptance documentation Per approved installation schedule following delivery

Deliverables

This section identifies what the Seller must deliver, when the Seller must deliver, the format, and the delivery method, consistent with the template guidance.

Deliverable Description QTY Schedule 1 Design review package including layout, machine/module configuration, interface requirements, and itemized option/package descriptions

1 Within 2 months ARO

2 Approved configuration and customized system layout package

1 Within 3 months ARO or as revised after design review 3 General assembly completion documentation 1 Within 9 months ARO

4 Runoff test results and discrepancy resolution documentation

1 Within 12 months ARO

5 Complete equipment and configuration packages identified in Tasks 1 and 2

1 lot Within 13 to 14 months

ARO

6 Installation and final acceptance documentation

1 At completion of installation

7 Final as-installed configuration package, including agreed documentation from design review

1 At final acceptance

Delivery location for physical equipment shall be ORNL Manufacturing Demonstration Facility, Knoxville, Tennessee, unless otherwise identified in the purchase order or approved schedule.

Receipt confirmation and acceptance documentation shall be coordinated through the Company’s Technical Representative or designated receiving authority.

Company (Buyer) Furnished Property, Material, Equipment, or Information

The Company shall furnish, as applicable:

• Access to ORNL MDF receiving and installation location

• Available facility layout constraints and utility connection information necessary for final installation planning

• Interface information for the heat treatment module boundary, if applicable

• Site access instructions and receiving coordination information

Unless specifically identified in the purchase order or design review record, no Company- or DOE-furnished equipment is included in this subcontract. This section is included because the template requires identification of any furnished property or information.

Security

Seller personnel performing on-site work at ORNL or ORNL MDF shall comply with all applicable site access, badging, escort, identification, cybersecurity, and safety requirements communicated by UT-Battelle/ORNL. No special security clearance requirements are identified in this SOW beyond standard site requirements unless later specified in the purchase order or site instructions.

Special Requirements

1. The Seller shall ensure compatibility of all supplied equipment and configuration packages with the integrated Mazak FUSE system described in this SOW.

2. The Seller shall define the heat treatment interface boundary during design review;

however, furnishing the heat treatment module itself is expressly excluded from this scope.

3. Utility, facility, and installation prerequisites shall be identified during design review and incorporated into the approved schedule.

4. Acceptance criteria for runoff and final installation shall be established during design review and applied during pre-shipment and final acceptance activities.

5. Seller shall provide documentation sufficient to verify supplied quantities, approved configuration, and installation completion.

Place of Performance

Performance shall occur at the following locations:

1. Seller Facility:

Fabrication, machine configuration, integration, engineering, general assembly, and runoff testing shall occur at the Seller’s facility or approved subcontractor facility.

2. ORNL Manufacturing Demonstration Facility, Knoxville, Tennessee:

Delivery, installation, site integration, and final acceptance activities shall occur at ORNL MDF in Knoxville, Tennessee.