SOW for the B1pF Yoke Shim Material.pdf

Electron-Ion Collider, Brookhaven National Laboratory

Doc No. EIC-MSG-SOW-030 Author: H. Hocker Effective Date: March 28, 2025 Review Frequency: N/A

SOW: Statement of Work for the B1pf Yoke Shim Material Revision: 00

STATEMENT OF WORK

for the

B1pF Yoke Shim Material

Prepared By:

_________________________________ Date: __________________ Henry M. Hocker Jr., Mechanical Engineer

Reviewed By:

Jesse Schmalzle, Cognizant Mechanical Engineer

Max Bornstein, SMD QA Representative

Maggie Haviland, EIC Procurement Liaison Engineer _________________________________ Date: __________________ Chuck Schaefer, EIC ESH Manager Approved By:

Michael Anerella, Acting Division Head, SMD

Docusign Envelope ID: 8D2A87E9-5F12-4093-904D-3E24E1560EE2

3/28/2025

3/28/2025

3/28/2025

3/28/2025

3/31/2025

4/3/2025

This page intentionally left blank, to accommodate back-to-back printing.

REVISION HISTORY

Revision #

Effective Date

Summary of Change

00 3/28/2025 Initial Release

Table of Contents

Table of Contents

LIST OF ACRONYMS

1 SCOPE

1.1 Background

2 APPLICABLE DOCUMENTS

3 REQUIREMENTS

3.1 Contractor Responsibilities

3.1.1 Technical Performance

3.1.2 Tooling/Fixtures/Test Equipment

3.1.3 Inspection

3.2 Manufacturing Requirements

3.2.1 Dimensional Tolerance Requirement

3.2.2 Non-Conformance

3.2.3 Approval to Proceed

3.3 Management

3.3.1 Point of Contact

3.3.2 “Witness” Points

3.4 Packaging and Shipping

3.5 Documentation and Data Management

3.5.1 End Item Documentation Package

3.5.2 Records……

4 QUALITY ASSURANCE

4.1 Quality System and Facility Access

4.2 Responsibility for Subcontractor

4.3 Responsibility for Conformance

4.4 Measuring and Test Equipment (M&TE) Calibration

4.5 Inspections and Test Requirements

4.6 Repairs

4.7 Failure Reporting, Analysis and Corrective Action

5 DELIVERABLES

6 VALUE ENGINEERING

LIST OF ACRONYMS

BNL Brookhaven National Laboratory BSA Brookhaven Science Associates EIC Electron-Ion Collider ISO International Standards Organization M&TE Measuring and Test Equipment NIST National Institute of Standards and Technology PO Purchase Order QA Quality Assurance SOW Statement of Work

Statement of Work for the B1pF Yoke Shims

1 SCOPE

This Statement of Work (SOW) will be the basis for the procurement of Magnetic shim material to be used at the Electron-Ion Collider (EIC) at Brookhaven National Laboratory (BNL) managed by Brookhaven Science Associates (BSA). This document outlines the Contractor’s responsibilities and obligations necessary for completing the requirements as set forth herein.

1.1 Background

The EIC Project will design, build, and install the accelerator hardware for a new electron storage ring, an electron injector, and modifications to the hadron ring required to produce an electron ion collider and infrastructure. It will include one interaction region, with an allowance for a second, and one detector. The facility is designed to meet requirements to ensure high reliability and availability for the user program.

2 APPLICABLE DOCUMENTS

In the event of a conflict between the Technical Documentation and this SOW, the Contractor shall immediately notify the BSA Contractual Representative who shall in each instance determine which document takes precedence and advise the Contractor accordingly. Failure to notify BSA of a document conflict shall not relieve the Contractor’s responsibility to ensure full compliance to all requirements.

3 REQUIREMENTS

In accordance with the applicable specifications, referenced documents, and instructions as defined in this Statement of Work, the contractor shall be responsible for manufacturing, inspecting, and delivering the B1pF magnetic shim material.

3.1 Contractor Responsibilities

3.1.1 Technical Performance

In accordance with this SOW and all referenced documents, the Contractor shall furnish all equipment, materials, tools, facilities and labor to perform the work necessary to manufacture and inspect the B1pF shim material. The Contractor shall fabricate the following items:

NOTE:

THIS DOCUMENT DESCRIBES SHIMS MADE FROM BOTH BRASS & STEEL.

MATERIAL FOR WHICH CONTRACTOR IS RESPONSIBLE WILL BE NOTED IN THE

ACCOMPANYING PURCHASE ORDER FROM BSA. CONTRACTOR IS RESPONSIBLE TO

SUPPLY ONLY THAT MATERIAL NOTED IN THE PURCHASE ORDER (PO).

Shim material shall be of width & thickness as noted in the table. The straightness of one long edge shall be within 0.1” over 120” of length with no more than 0.02” variation in any 12” continuous length of material.

Material:

• Steel shim material: cold rolled low carbon, ASTM/AISI 1008/1010, UNS G10080, G10100 hard temper. When creating shim ID (for labeling) as noted in table below, “TYPE” is “445” for this material.

• Brass shim material: 70% copper, 30% zinc per ASTM B-26, C26000, half hard. When creating shim ID (for labeling) as noted in table below, “TYPE” is “446” for this material.

SHIM ID Total Quantity Required (Feet) Width (inch) Thickness (inch)

“TYPE”-01 200 4.153 +/- .005 0.0100 +/- .0005

“TYPE”-02 2650 4.153 +/- .005 0.0200 +/- .0013

“TYPE”-03 200 0.842 +/- .005 0.0100 +/- .0005

“TYPE”-04 790 0.842 +/- .005 0.0200 +/- .0013

Additional Requirements:

• Material should be free of Oil, Grease and Metal Particles.

• Mill Certification required.

• Edges shall be #5 deburred

• Material shall be supplied on spools with a diameter between 6-12 inches. Spools shall be shipped in a sealed bag noting shim ID and approximate length per MIL-STD-130. Max spool weight is 25lbs

3.1.2 Tooling/Fixtures/Test Equipment

The Contractor shall be responsible for supplying all materials, including (but not limited to) the construction of all tools, jigs, fixtures, and test equipment required to meet the requirements of this SOW and the referenced technical drawings.

3.1.3 Inspection

The Contractor shall be responsible for performing the dimensional and visual inspections throughout the assembly process and maintaining records in compliance with this SOW.

For each spool listed in section 3.1.1, the Contractor shall provide a dimensional report to include:

• Width

• Thickness

• Straightness of one edge along a 12” length

This shall be done at the beginning & at a point approximately 75% through the spool length.

3.2 Manufacturing Requirements

3.2.1 Dimensional Tolerance Requirement

Each component part shall meet the dimensional requirements of its respective requirement within the stated dimensional tolerance. Any component part not meeting the stated dimensions, within stated tolerances, shall be rejected. Components which are oversized can be re-machined by the Contractor to bring them within the allowable tolerances. After re-machining, they must meet all of the requirements of this SOW.

3.2.2 Non-Conformance

Other than those stated in 3.2.1, BSA does not grant authority to the Contractor for disposition of non-conformances. In such case, BSA shall be immediately notified of the non-conformance and may ask for additional information for evaluation. No proposed repair shall be initiated without approval of BSA in writing. No repair shall be considered successfully accomplished without inspection and written approval by BSA. All repairs shall be at the expense of the Contractor.

3.2.3 Approval to Proceed

BSA must approve in writing any modifications proposed by the Contractor before the Contractor implements the proposed change(s).

3.3 Management

3.3.1 Point of Contact

Within 2 weeks after award of contract, the Contractor shall identify a project representative to be the primary point of contact with BSA for this procurement.

3.3.2 “Witness” Points BSA reserves the right, to designate selected manufacturing and/or inspection operations as “witness” points. Contractor shall provide BSA with ten (10) working days’ notice in advance of such witness points during the manufacturing and inspection cycle.

The BSA Technical Representative shall review and provide written approval prior to shipment.

3.4 Packaging and Shipping

Contractor shall be responsible for all packaging, crating, and preparation for shipment. The packing shall be sufficient to ensure safe delivery of the items to BSA and meet the requirements of the selected shipper.

3.5 Documentation and Data Management

3.5.1 End Item Documentation Package

The Contractor shall provide with the end item documentation package an electronic of the following documentation. All documentation shall be in English. The BSA Technical Representative shall review and provide written approval of the package prior to component shipment. The End Item documentation package shall consist of all documentation identified in this SOW and include the following:

a. Dimensional Inspection Report: All fabricated component parts and assemblies delivered shall be measured dimensionally to verify conformance specified dimensions within the tolerances.

b. Material Test Reports: Copies of material test reports and mill certifications, showing physical and chemical properties shall be provided with identification traceable to each deliverable item. This requirement includes any required materials processes.

c. Certificate of Conformance

The Contractor shall provide a Certificate of Conformance that certifies the following:

• Materials used are those which have been specified by the BSA, and that the items delivered were produced from materials for which the Contractor has on file, reports of chemical or physical analysis, or any other equivalent evidence of conformance.

• Processes used in the fabrication of items delivered were in compliance with the SOW or BSA approved procedures or specifications.

• The items as delivered comply with all applicable drawings, specifications, deviations/waivers and other requirements of the procurement documentation.

• All items delivered meet dimensional, alignment, cleanliness, and packing requirements.

3.5.2 Records

The Contractor shall retain objective evidence, including records, of the inspections and tests performed in the course of manufacturing, testing, inspecting, preserving, packaging, and preparation for shipment of procured items. These records shall be made available to BSA for review upon request. These records shall be maintained for a minimum of one (1) year, unless otherwise specified in the procurement documentation, after the completion of the Purchase Order (PO)/Contract.

4 QUALITY ASSURANCE

4.1 Quality System and Facility Access

The Contractor shall maintain and apply an effective and documented quality assurance system for the design, manufacture, and testing of all equipment provided. The system shall meet the requirements of the ISO-9001 Standard, “Quality Management Systems Requirements”, and shall provide the processes to ensure that each component produced for acceptance conforms to the requirements of this document and the applicable technical documentation. The Contractor shall supply the necessary documentation to demonstrate this compliance. Post-award surveys may be required and shall be supported by the Contractor. In addition, BSA representatives shall have access to the Contractor’s facility during agreed-upon fabrication, inspection and testing processes.

The Contractor shall provide ten (10) working days’ notice in advanced of the agreed-upon witness points.

4.2 Responsibility for Subcontractor

It is the responsibility of the Contractor to flow down and impose applicable technical and quality assurance requirements upon their contractors and subcontractors. BSA reserves the right to disapprove, in writing, any contractor or subcontractor.

4.3 Responsibility for Conformance

The Contractor is responsible to provide items which conform to the requirements of the PO/Contract regardless of any assessments, surveillances, inspections and/or tests by BSA or its representatives at either the Contractor’s or BSA’s facility. The Contractor is responsible for notifying the BSA Contractual Representative of any recalls or alerts associated with this PO/Contract.

4.4 Measuring and Test Equipment (M&TE) Calibration

The Contractor shall calibrate any M&TE used in the fulfillment of the PO/Contract requirements against certified standards that are traceable to national standards such as the National Institute of Standards and Technology (NIST), or an international standard, or a physical constant. The Contractor shall notify BSA of any condition found during the calibration, servicing or repair of measuring and test equipment that can affect the end item requirements.

4.5 Inspections and Test Requirements

Unless otherwise specified in the PO/Contract, the Contractor shall be responsible for the performance of all inspections and tests specified herein. Except as otherwise specified in the PO/Contract, the Contractor shall utilize facilities suitable for the performance of the inspection and test requirements, specified herein, which are acceptable to BSA. BSA reserves the right to re-perform any of the inspections and/or tests set forth in this document or referenced specifications where deemed necessary to assure that Equipment conforms to prescribed requirements at no cost to the Contractor. BSA and/or their representative shall have the option to witness all of the tests defined in this SOW.

4.6 Repairs

If failures occur or repairs are required to an assembly or any component during manufacturing or testing that affects form, fit, function, reliability, safety, or interchangeability the process shall stop and BSA shall be immediately notified. BSA at their discretion may ask for retesting, additional review and evaluation to determine root causes, analyses of failure modes(s) or proposals for repair. Proposals for repair shall include adequate information for evaluating the repair, testing the effectiveness of the repair, and methods to prevent damage to the existing work. No proposed repair shall be initiated without approval of BSA. No repair shall be considered successfully accomplished without inspection and written approval by BSA. All repairs shall be at the expense of the Contractor. In addition, the Contractor shall not use nonconforming materials via use-as-is disposition without written approval of BSA.

4.7 Failure Reporting, Analysis and Corrective Action

The Contractor shall maintain a failure reporting, analysis, and corrective action system which shall, as a minimum, evaluate, analyze, and correct failures occurring during end-item acceptance testing and inspection. The results of all failure evaluations and analyses shall be documented and available for review by the BSA Contractual Representative.

5 DELIVERABLES

The Contractor shall supply the following:

Item Deliverable Due BSA Approval

1 Delivery of Equipment as listed in 3.1.1 As set forth in contract Yes 2 End Item Documentation As set forth in contract Yes

6 VALUE ENGINEERING

The Contractor is encouraged to make recommendations for changes that might lead to an improvement in performance, reliability, quality, safety, or reduction in cost. Simplicity in operation, ease of maintenance, and an improvement in the performance and reliability of the specific functions beyond the requirements of this specification are objectives which shall be considered in the production. Where it appears a substantial improvement in simplicity of design, performance, ease of maintenance or reliability will result from the use of materials, parts and processes other than those specified, it is desirable that their use be investigated. When investigations point to advantages that may be realized, the recommendation for change shall be presented to BSA for review.