High Resolution Workhorse Transmission Electron Microscope

Form / Attachment / Pricing Sheet

This document is a Subcontracting Plan Waiver form (AMS-Form-001, Revision 6) used by Brookhaven National Laboratory. It is required for negotiated contracts exceeding specific thresholds ($750,000 for services, $1,500,000 for construction, or modifications/task orders over these amounts) unless waived.

• Contract Information: Fields for proposed Contract No., Contractor name, total amount, and modification/task/change order number and increased amount.
• Scope of Work: A field to describe the scope of work covered by the waiver.
• Exemption Reasons: Checkboxes for two reasons for exemption:
  • Performance entirely outside the United States, its possessions, territories, the District of Columbia, and Puerto Rico.
  • Contractor certification that subcontracting will not be conducted, with a space to provide reasons for no subcontracting opportunities.
• Certifications: Sections for Contractor and Buyer/Contract Specialist/Manager certifications and dates.
• Determination: A section for the Small Business Liaison Administrator to determine if the plan is not applicable.

This form indicates that a subcontracting plan may not be required for this procurement, or that the contractor is exempt. Bidders should note the specific conditions under which a waiver is granted. If the waiver is approved for reasons other than no subcontracting opportunities, it suggests that subcontracting is not a component of this contract. If the waiver is based on performance outside the US, it clarifies the geographic scope of contract performance. This document is relevant for understanding potential subcontracting requirements and compliance obligations.

Solicitation / RFP / RFQ

This document is a combined synopsis/solicitation for a High Resolution Workhorse Transmission Electron Microscope. Brookhaven Science Associates (BSA), operating Brookhaven National Laboratory (BNL) for the U.S. Department of Energy (DOE), is requesting quotes for this equipment.

• Procurement of a 200kV cold emission gun workhorse high resolution/scanning transmission electron microscope.

• Offerors must furnish all labor, services, materials, and equipment in accordance with the attached draft Contract (Enclosure A).

• Alternate products offered must have equivalent or greater performance parameters. Sufficient documentation is required to evaluate equivalency.

• Contract Type: Firm Fixed Price.

• Anticipated Delivery Date: 476 days after contract award.

• Payment Terms: Net 30 (large business) or Net 10 (small business).

• Anticipated Freight Terms: FOB Destination, Freight Prepaid or Delivered at Place.

• Quotations must be submitted via email to the Buyer/Contracts Specialist by the due date and time specified.

• Questions Due Date: June 24, 2026, 4:00 PM EST.

• Quote Due Date & Time: July 10, 2026, 4:00 PM EST.

• Offers will be evaluated based on price and other factors, with award made to the most advantageous offer.

• BSA may conduct a comparative analysis.

• NAICS Code: 334516.

• Size Standard: 1,000 employees.

• BSA small business stretch goals are provided (e.g., Small Business 49%, Small Disadvantaged Business 5%, etc.).

• Offerors certifying as other than a small business and expecting an offer over $900,000 must submit a Small Business Subcontracting Plan.

• This announcement is the only solicitation; a written solicitation will not be issued.

• Offerors must be registered in the System for Award Management (SAM).

• Required Enclosures for submission include: Draft Contract, Statement of Work, and Technical Specifications (A); Quotation Pricing Sheet (B); Subcontracting Plan Waiver (C); Vendor ACH Authorization Form (D); W-9 Form (E) or W-8 Form (F); and AMS-Form-050 (G) if applicable.

Contract / Statement of Work (SOW)

This document outlines the contract between Brookhaven National Laboratory (BNL) and the Contractor for the engineering, purchase, manufacturing, assembly, inspection, testing, delivery, installation, commissioning, and training of a 200 kV cold-field-emission-gun (CFEG) high resolution transmission electron microscope (HRTEM)/scanning transmission electron microscope (STEM). The instrument is intended for the Center for Functional Nanomaterials (CFN) at BNL to enable advanced materials science research.

• Instrument Capabilities: High-resolution imaging, energy dispersive X-ray spectroscopy (EDS), electron energy-loss spectroscopy (EELS), and nanoscale electron diffraction.

• Deliverables: Program Plan, Preliminary Technical Design, Final Technical Design, Manufacturing/Inspection/Test Plan, Installation Work Plan, Factory Acceptance Testing, Delivery of Instrument, Site Acceptance and Commissioning Report.

• Technical Specifications: Detailed requirements for the microscope's configuration, components, performance (e.g., TEM/STEM resolution, probe current stability), and optional configurations.

• Quality Assurance: Compliance with BNL Supplier Quality Assurance Requirements (BNL-QA-101) and ISO-9001 standards.

• Environment, Safety, and Health (ESH): Adherence to safety standards for electrical, pressure, fire, and radiation safety, including specific requirements for packaging and labeling.

• Contract Type: Firm Fixed Price.

• Overall Value: To Be Determined (TBD).

• Period of Performance: Effective upon execution, duration TBD.

• Payment: Milestone-based payments upon receipt and approval of certified invoices.

• Technical Submissions: Preliminary and Final Design Reports, Manufacturing/Inspection/Test Plan, Installation Work Plan, Factory Acceptance Test Report, Site Acceptance and Commissioning Report.

• Evaluation: Acceptance of deliverables is contingent upon data review and written approval by BSA.

Not specified in the provided document excerpts.

• The contract incorporates BNL's General Terms and Conditions for Commercial Items and Services, and Supplemental Terms and Conditions for Work by Contractors Onsite.
• Several documents are incorporated by reference, including Attachment A (Statement of Work), Attachment B (Technical Specifications), and Attachment C (BNL Supplier Quality Assurance Requirements).

Form / Attachment / Pricing Sheet

This document is a "Quotation/Proposal Pricing Sheet" (Form No. AMS-Form-043, Revision No. 0.1) required for responding to Brookhaven National Laboratory's (BNL) Request for Quotation/Proposal No. 476963. It details the pricing structure for the procurement of a 200 kV cold-field-emission-gun (CFEG) high resolution transmission electron microscope (HRTEM)/scanning transmission electron microscope (STEM).

• Milestone Payments: Bidders must provide amounts for six defined milestones, starting with BNL's receipt and acceptance of the preliminary technical design and concluding with the delivery, acceptance, commissioning, and training for the end item.
• Total Price: A single total price in U.S. Dollars, inclusive of all taxes, fees, customs, duties, and other charges, must be provided.
• Price Validity: The submitted price must remain firm for 90 days.
• Delivery Terms: Bidders must specify FOB or DAP.
• Payment Terms: Bidders must specify Net 30 (for large businesses) or Net 10 (for small businesses).
• Origin/Manufacture: Country of Origin or Place of Manufacture, and Item HTS CODE must be inserted.
• Export Control: Company's Export Control Point of Contact (POC), Phone #, and Email Address are required if the country of origin or manufacture is outside the U.S.
• Commercial Status: Bidders must certify if the item is a standard catalog item, modified catalog item, or non-commercial item.
• Delivery Timeline: Bidders must confirm they can meet the delivery timeline or provide a forecasted delivery date.
• Company Information: Requires company name, signature, email, typed name, SAM UEI #, title, telephone number, and date.

This form is critical for bidders to accurately price their proposal according to BNL's specified payment milestones and contract terms. Completing this sheet correctly is a mandatory step in the proposal submission process for the 200 kV CFEG HRTEM/STEM opportunity. Bidders must also affirm their SAM registration and provide required certifications. Failure to complete this form accurately may result in disqualification.

Form / Attachment / Pricing Sheet

This document is a Vendor ACH Authorization Form required for vendors to authorize Brookhaven National Laboratory/Brookhaven Science Associates (BNL/BSA) to make payments via Automated Clearing House (ACH) credit entries or to correct entries to a specified bank account. This form is necessary for vendors to receive electronic payments.

• Vendor Information: Requires Vendor/Company Name or DBA, Vendor Number (if applicable), and Tax ID Number (TIN).
• Depository Information: Requires Financial Institution name, Routing/Transit/ABA Number, and Checking Account Number.
• Authorization: A statement confirming the vendor's authorization for ACH transactions and the conditions for termination or modification.
• Authorized Representative Information: Requires the name of the authorized representative, their email and phone number, signature, and the date.

Bidders must complete and submit this form to enable electronic payment processing by the government. It is crucial for ensuring timely and accurate receipt of funds upon contract award. Failure to provide accurate information may delay payments.

Form / Attachment / Pricing Sheet

This document is IRS Form W-9, Request for Taxpayer Identification Number and Certification. It is used by individuals and entities to provide their correct Taxpayer Identification Number (TIN) to a requester who is required to file an information return with the IRS.

• Part I: Taxpayer Identification Number (TIN): Requires the entry of a Social Security Number (SSN) or Employer Identification Number (EIN).
• Part II: Certification: Requires the individual or entity to certify that the TIN provided is correct, that they are not subject to backup withholding, that they are a U.S. citizen or other U.S. person, and that FATCA code information is correct.
• Lines 1-7: Collects name, business name, address, city, state, and ZIP code.
• Line 3a & 3b: Collects federal tax classification and information regarding foreign partners/owners/beneficiaries.
• Line 4: Allows for exemption codes for backup withholding and FATCA reporting.

Bidders may be required to complete and submit this Form W-9 to the government agency or prime contractor as part of the contracting process. This ensures the government has the correct tax identification information for payments and reporting purposes. Failure to provide a correct TIN can lead to backup withholding.

Form / Attachment / Pricing Sheet

This document is Form W-8BEN-E, "Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)". It is used by entities to certify their status for U.S. tax withholding and reporting purposes, particularly concerning FATCA (Foreign Account Tax Compliance Act) and Chapter 4 status.

• Part I: Identification of Beneficial Owner: Collects basic identification information about the entity, including its name, country of incorporation, and Chapter 3 and Chapter 4 statuses.
• Part II: Disregarded Entity or Branch Receiving Payment: Used if the entity is a disregarded entity or a branch of a foreign financial institution (FFI).
• Part III: Claim of Tax Treaty Benefits: Allows entities to claim benefits under a U.S. income tax treaty.
• Parts IV-XXVIII: These sections detail various classifications for Foreign Financial Institutions (FFIs) and other entities, such as Sponsored FFI, Certified Deemed-Compliant FFIs, Nonreporting IGA FFI, Exempt Retirement Plans, and various types of Excepted Nonfinancial Entities (NFFEs).
• Part XXIX: Substantial U.S. Owners of Passive NFFE: Requires identification of substantial U.S. owners if the entity is a Passive NFFE.
• Part XXX: Certification: Contains the final certification and signature by an authorized representative of the entity.

Bidders who are foreign entities and are required to provide tax documentation to the U.S. government or a withholding agent will need to complete and submit this form. It determines the entity's tax status and potential withholding obligations on U.S.-sourced income. Understanding the entity's Chapter 4 status (FATCA status) is crucial for compliance and reporting requirements.

Form / Attachment / Pricing Sheet

This document, AMS-Form-050, is an "Annual Representations & Certifications" form required by Brookhaven National Laboratory (BNL/BSA). It is designed to gather necessary registration data and additional representations and certifications from Offerors who provide or intend to provide goods or services in support of U.S. Government (USG) contracts.

• Section A.1: Business Information: Collects basic business name, address, contact information, Unique Entity Identifier (UEI), NAICS code, and physical location.
• Section A.2: Applicable Only to Small Business Offerors: Requires small businesses to certify their size status via SAM.gov and includes detailed representations regarding various small business categories (e.g., Woman-Owned, Service-Disabled Veteran-Owned, HUBZone).
• Section B: Additional Representations and Certifications: Includes certifications related to:
  • FAR 52.203-11: Payments to Influence Certain Federal Transactions.
  • FAR 52.204-10: Reporting Executive Compensation and First-Tier Subcontract Awards.
  • FAR 52.209-5: Certification Regarding Responsibility Matters (e.g., debarment, suspension, delinquent taxes).
  • FAR 52.209-7: Information Regarding Responsibility Matters (administrative proceedings).
  • FAR 52.222-22: Previous Contracts and Compliance Reports.
  • FAR 52.222-25: Affirmative Action Compliance.
  • Government Property Certification.
  • FAR 52.225-1/9: Buy American Supplies/Construction Materials.
• Section C: Authorized Signature of Offeror: Requires the Offeror's authorized representative to certify the accuracy of the information provided.

This form is crucial for any Offeror seeking to do business with BNL/BSA, particularly for contracts with the U.S. Government. Bidders must accurately complete all applicable sections to demonstrate their eligibility, compliance, and responsibility. Failure to complete this form correctly or providing inaccurate information may result in disqualification or render the Offeror non-responsible. The information gathered here is essential for BNL/BSA to assess Offeror qualifications and comply with federal regulations.