Statement of Work AL-1891-1844A.pdf

STATEMENT OF WORK: BPM CHASSIS - GROUP G

RELEASE DATE : 2026-05-04

AUTHOR:

DOCUMENT NUMBER: AL-1891-1844 REVISION: A

DOCUMENT STATUS: RELEASED

DOCUMENT TYPE: REQUIREMENT

CATEGORY CODE: LS151424

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AL-1891-1844 REV.A Doc.Status:RELEASED Page 2 of 11

1 REVISION HISTORY 3

2 APPROVALS 3

3 Abbreviations and Acronyms 4 4 Introduction 5

4.1 Project Overview 5

4.2 Description of Items 5

4.3 Roles and Responsibilities 6

5 Scope of Work 6 6 Deliverables and Schedule 6

6.1 First Article Deliverables 7

6.2 Production Batch 1 & 2 Deliverables 7

7 Management 8

7.1 Reporting/Communication Requirements 8

7.2 Documentation requirements 8

7.3 Hold points and what’s required 8

8 Shipping, Handling, and Storage 8 9 Quality Assurance 9

9.1 Quality Reporting Requirements 9

9.1.1 Subcontractor Quality program 9

9.1.2 Deviation requests 9

9.1.3 Nonconformance reports 9

9.2 Factory Inspection and Test Plan 9

9.3 ACL Upon Receipt At LBL 10

9.4 TIP Upon Receipt At LBL 10

10 Applicable Documents 10 11 Reference Documents 11

Advanced Light Source

Lawrence Berkeley National Laboratory

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Center release information in the lower-left corner of the document's pages

Printed hard copies of this document are for reference only.

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AL-1891-1844 REV.A Doc.Status:RELEASED Page 3 of 11

1 REVISION HISTORY

Rev. CM Number Description of Change A Initial Release

2 APPROVALS

The following individual(s) shall review this document:

Reviewer Project Role

Jonah Weber ALS-U Instrumentation Technical Lead Alessandro Ratti ALS-U Electrical System Manager Changchun Sun ALS-U Instrumentation CAM

The following individual(s) reviewed this document:

Reviewed by: CCSUN,JMWEBER,ARATTI

The following individual(s) shall approve this document:

Approver Project Role

Jiani Niu ALS-U QA Manager

The following individual(s) approved this document:

Approved by: JIANINIU

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3 ABBREVIATIONS AND ACRONYMS

ALS Advanced Light Source ALS-U Advanced Light Source Upgrade AFE Analog Front End BOM Bill of Materials BPM Beam Positioning Monitor ESD Electrostatic Discharge LBNL Lawrence Berkeley National Laboratory MBA Multibend Achromat PCB Printed Circuit Board PTM Pilot Tone Module RF Radio Frequency SOW Statement of Work TIP Test & Inspection Procedures University The Regents of the University of California

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4 INTRODUCTION

4.1 Project Overview

ALS-U is an upgrade project to the LBNL Advanced Light Source (ALS). The ALS is a 1.9 GeV storage ring operating at 500 mA of beam current. It is optimized to produce intense beams of soft x-rays, which offer spectroscopic contrast, nanometer-scale resolution, and broad temporal sensitivity. The ALS facility includes an accelerator complex and photon delivery system that is capable of providing the foundations for an upgrade that will achieve world-leading soft x-ray coherent flux. The existing ALS provides a ready-made foundation, including conventional facilities and also includes extensive beamlines (up to 40 simultaneously operating beamlines) and instrumentation, an experimental hall, computing resources, ancillary laboratories, offices, and related infrastructure that will be heavily utilized in an upgrade scenario.

The ALS will be upgraded with a multibend achromat (MBA) lattice design that will provide a soft x-ray source that is orders of magnitudes brighter — an up to 100-1000 times increase in brightness and will provide a significantly higher fraction of coherent light in the soft x-ray region than is currently available at ALS.

Any resulting Subcontract will be between the University and the party identified as the Subcontractor and will be issued under Prime Contract No. DE-AC02-05CH11231 between the University and the United States Government (hereinafter “U.S. Government”), represented by the Department of Energy (hereinafter “DOE”) for the management and operation of LBNL and the performance of research and related work.

4.2 Description of Items

Beam Position Monitor (BPM) electronics assemblies provide signal conditioning, timing distribution, and processing necessary to measure the transverse position of the particle beam.

The assemblies consist of multiple printed circuit board (PCB) sub-assemblies grouped into major functional assemblies, including the Timing + Balun assembly, Analog Front End (AFE) assemblies, and Chassis-level electronics.

The required assemblies for this work package are summarized in the table below, which identifies the BPM major assembly, sub-assembly description, total required quantity, and the associated drawing number that defines fabrication and build requirements.

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Table 1 BPM Major Assembly BPM Sub-Component Qty Part # Analog Front End (AFE) Housing, AFE Enclosure 1300 AL-1899-3880 Analog Front End (AFE) Cover Assy, AFE Enclosure 2600 AL-1899-3873

4.3 Roles and Responsibilities

Two individuals will be identified in the awarded contract: a University Procurement Specialist and a University Technical Representative. The named university personnel are responsible for the contract administration from award initiation through the receipt and acceptance of the purchased item.

University Procurement Representative – See subcontract for details.

University Technical Representative – See subcontract for details.

5 SCOPE OF WORK

The subcontractor shall perform the following tasks:

● Fabricate the Housing, AFE Enclosure (“Housing” AL-1899-3880)

● Fabricate the Cover, AFE Enclosure (“Cover” AL-1899-3881)

● Procure commercial parts and assemble the Cover Assy, AFE Enclosure (“Cover Assy”

AL-1899-3873)

The items identified above shall be performed in accordance with LBNL-provided drawings.

Scope includes:

● All deliverables are built to print.

● The subcontractor may propose minor design changes to improve manufacturability or performance.

● Any proposed change must receive written approval from the LBNL Technical

Representative prior to implementation.

● All dimensions and tolerances specified in LBNL drawings shall be strictly maintained unless written approval of a deviation is granted.

6 DELIVERABLES AND SCHEDULE

The subcontractor shall provide the following deliverable in three (3) batches: First Article, Production Batch 1, Production Batch 2:

Table 2: Deliverables & Schedule

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Item No. Name Qty Part Number Schedule

0001 Housing - First Article 25 AL-1899-3880 4 weeks ARO

0002 Housing - Production Batch 1 400 AL-1899-3880 4 weeks after Hold point 1 Approval

0003 Housing - Production Batch 2 875 AL-1899-3880 6 weeks after Hold point 2 Approval

0004 Cover Assy - First Article 50 AL-1899-3873 4 weeks ARO

0005 Cover Assy - Production Batch 1 800 AL-1899-3873 4 weeks after Hold point 1 Approval

0006 Cover Assy - Production Batch 2 1750 AL-1899-3873 6 weeks after Hold Point 2 Approval

6.1 First Article Deliverables

The first article is required for the production order. The subcontractor shall inspect every unit of each part number against each dimension on the 2D prints and all requirements of this SOW.

The first article and associated test results shall be delivered to LBNL for review. The first article must be approved in writing by the LBNL Technical and QA representatives before the final production proceeds.

No production fabrication beyond the First Article quantities shall proceed without formal written authorization.

6.2 Production Batch 1 & 2 Deliverables

Production shall not commence until LBNL has granted approval of the first article. A hold period of one (1) week is anticipated, in accordance with Section 7.3, to allow LBNL to perform inspection and testing.

Upon receipt of written approval, production may proceed in two batches. A hold point shall be established between the two batches. A hold period of two (2) weeks is anticipated, in accordance with Section 7.3, to allow LBNL to install and test the cable assemblies from the first batch.

Production quantities for each part shall be delivered in two (2) batches, as outlined in table 2.

All production units shall undergo 100% testing in accordance with Section 9.2.

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7 MANAGEMENT

7.1 Reporting/Communication Requirements

The production shall not commence until LBNL approval of the first article has been granted.

The expected hold period is 2 weeks to allow LBNL to perform installation and inspection.

7.2 Documentation requirements

All required documentation shall be submitted to LBNL prior to or upon delivery. The preferred method is electronic format (pdf preferred) sent via email or shared on a secure website. Hard copies included with the deliverable shipment are also acceptable.

7.3 Hold points and what’s required

Written approval from LBNL is required to proceed beyond any identified hold points.

Hold Point 1: Production Batch 1 Release

● Location: After the first article delivery completion, prior to the production Batch 1.

● Period: LBNL is expected to require up to one (1) weeks to inspect the first article

● Requirement: Written approval from the LBNL Technical Representative

Hold Point 2: Production Batch 2 Release

● Location: After the production batch 1 delivery completion, prior to the production batch 2.

● Period: LBNL is expected to require up to two (2) weeks to install and test the production batch 1

● Requirement: Written approval from the LBNL Technical Representative with the selected option

8 SHIPPING, HANDLING, AND STORAGE

Standard/bulk packaging is acceptable. Assemblies must be packaged to prevent physical damage, including dents, bends, scratches, or other physical deformations during transit.

There are no additional specific shipping or storage requirements.

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9 QUALITY ASSURANCE

9.1 Quality Reporting Requirements

9.1.1Subcontractor Quality program

The subcontractor shall complete the ALS-U Supplier Quality Evaluation Survey (AL-1208-0209) during RFP.

The subcontractor shall maintain and apply an effective QA program for the design, manufacture, testing of all systems and equipment provided.

Post-award surveys may be required and shall be supported.

9.1.2Deviation requests

Any deviations from the dictating LBNL documents must be requested by the subcontractor and approved by LBNL prior to implementation. LBNL will provide a standard deviation request form however, a subcontractor’s existing or internal document may be utilized with LBNL approval.

Deviation requests apply to requests to modify processes or documented drawings. Deviation requests DO NOT apply to hardware that is built and does not conform to the specification.

9.1.3Nonconformance reports

A nonconformance report provides a summary for products or procedures which do not conform to the defined requirements. Nonconformances may be determined and reported by either the subcontractor or LBNL staff. LBNL will provide a standard nonconformance report form however, a subcontractor’s existing or internal document may be utilized with LBNL approval.

Nonconformance reports are to be submitted to LBNL within 3 business days of the identification.

Nonconformance reports apply to hardware that is built and does not conform to the specification(s). LBNL will provide a written disposition establishing a path forward for each nonconformance. No operations may be performed on the nonconforming item without LBNL’s written disposition or approval to proceed.

9.2 Factory Inspection and Test Plan

The subcontractor shall inspect 100% of the products in accordance with the drawing requirements, as detailed in the table, and shall provide a corresponding inspection report.

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Table 3: Factory Acceptance Requirements

ITEM

NO.

CHARACTERISTIC OR TEST TO BE

CONDUCTED, VERIFIED or WITNESSED

SUPPORTING

DOCUMENT ID

VERIFICATION REPORT/

INSPECTION DATA

Visual inspection:

1. Verify that all labels are correctly applied and match the applicable drawing.

2. Confirm that the part shows no visible damage, defects, or workmanship issues.

AL-1809-0328,

AL-1809-0361

Dimension Verification:

1. Verify that all dimensions meet the requirements specified.

AL-1809-0328,

AL-1809-0361

Tap hole inspection:

1. Inspect all tapped holes for correct size, thread quality, and depth per drawing requirements.

2. Ensure threads are clean and free of damage, burrs, or contamination.

AL-1809-0328,

AL-1809-0361

Review material certification:

1. Verify that material certifications are provided and comply with the requirements specified.

AL-1809-0328,

AL-1809-0361

9.3 ACL Upon Receipt At LBL

The acceptance criteria list, “Instrumentation Mechanical Fabrication ACL” (AL-1881-4649), will be used by LBNL to evaluate and accept all deliverables.

9.4 TIP Upon Receipt At LBL

The following Test & Inspection Procedures (TIPs) shall be used by LBNL as part of the acceptance process, according to the Instrumentation PCB ACL:

● “AFE Enclosure TIP” (AL-1880-6554)

10 APPLICABLE DOCUMENTS

This section identifies applicable documents that are considered to be a part of this document.

All information contained in an applicable document shall be valid to the full extent, unless

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AL-1891-1844 REV.A Doc.Status:RELEASED Page 11 of 11 specifically noted within this document. Applicable documents shall be obtained from the LBNL Document Control Center (DCC).

Table 4: Applicable Documents

Document Number Title AL-1899-3880 Housing, AFE Enclosure AL-1899-3873 Cover Assy, AFE Enclosure AL-1899-3881 Cover, AFE Enclosure

11 REFERENCE DOCUMENTS

Documents listed in this section are considered reference documents that can be used to better describe, clarify intent, or provide information where the information was obtained from.

Table 5: Reference Documents

Document Number Title AL-1881-4649 Instrumentation Mechanical Fabrication ACL AL-1880-6554 AFE Enclosure TIP AL-1265-6612 ALS-U Build to Specification CAD Model and Drawing

Requirements AL-1208-0209 ALS-U Supplier Quality Evaluation Survey

[END OF DOCUMENT]

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