Request for Proposal PR419213 Solenoid Stack Port Aligners

Form / Attachment / Pricing Sheet

This document, "Terms & Conditions – Fixed Price," outlines the contractual terms and conditions applicable to a fixed-price agreement. It serves as a comprehensive guide for the Seller regarding their obligations, responsibilities, and the framework of the agreement with the Company (UT-Battelle, LLC, acting under contract with DOE).

This document is divided into several parts, detailing various aspects of the agreement:

• Part 1: Applicable to All Transactions: Covers general terms including definitions, dispute resolution, order of precedence, payment, acceptance of terms, communication, warranty, assignment, material requirements, transportation, title and risk of loss, payment terms, compliance with laws, fines and penalties, termination (default and convenience), excusable delay, bankruptcy, incorporation by reference, changes, suspension of work, public release of information, government property, interest, seller's responsibilities, inspection and acceptance, shipping terms, and environment, safety, and health protection.
• Part 2: Applicable When Seller Personnel Work on DOE Site: Addresses specific requirements for personnel working at a Department of Energy (DOE) site, including facilities access, badges, and environment, safety, and health (ES&H) protection.
• Part 3.A: Applicable When Work Involves Access to Classified Information, Special Nuclear Material or Authorized Unrestricted Access to Areas Containing These: Outlines requirements related to personnel security clearances and handling of classified or special nuclear material.
• Parts 4-7: Detail clauses incorporated by reference based on the agreement's value and specific types of work, such as commercial computer software, conference management, internet protocol technology, and reporting waste fraud and abuse.

This document is crucial for potential bidders as it defines the legal and operational framework of the contract. Understanding these terms and conditions is essential for:

• Assessing Risk: Evaluating potential liabilities, responsibilities, and compliance obligations.
• Proposal Preparation: Ensuring that proposals address all relevant requirements, including those related to security, safety, and performance.
• Contract Negotiation: Understanding the standard terms that will govern the relationship if awarded the contract.
• Operational Planning: Identifying specific requirements for personnel, site access, and work performance, particularly when working on DOE sites or with sensitive information.

Form / Attachment / Pricing Sheet

This document, Exhibit 9, outlines the "Technical Data" clause, which defines the rights and responsibilities of the Seller and the Government regarding data produced or delivered under the contract. It specifies definitions for various types of data, including computer software, technical data, and limited rights data, and details the allocation of rights for data first produced or delivered.

• Definitions: Clarifies terms such as "Computer software," "Data," "Form, fit, and function data," "Limited rights data," and "Technical data."
• Allocation of Rights: Outlines the Government's rights (typically unlimited) in data first produced or delivered, and the Seller's rights, including the ability to assert copyright under certain conditions.
• Copyright: Details the process for asserting copyright in data and the licenses granted to the Government.
• Release, Publication, and Use: Specifies conditions under which the Seller can use, release, or publish data.
• Markings: Addresses procedures for handling unauthorized or omitted markings on data, including processes for correction and substantiation.
• Protection of Limited Rights Data: Describes how the Seller can withhold certain data and the conditions for doing so.
• Subcontracting: Requires the Seller to obtain necessary data rights from subcontractors.
• Additional Data Requirements: Addresses the Company's right to order additional data and compensation for its conversion and delivery.

This document is crucial for bidders as it defines the intellectual property rights and data ownership associated with the contract. Understanding these terms is essential for preparing proposals, managing deliverables, and ensuring compliance with contract requirements regarding the use, disclosure, and protection of technical data and computer software. It impacts how a bidder can leverage or protect their own intellectual property developed during contract performance.

Form / Attachment / Pricing Sheet

This document, titled "Authorization and Consent," is Exhibit 4 and references DEAR 970.5227-4. It outlines the terms under which the Government grants authorization and consent for the use and manufacture of inventions covered by U.S. patents in the performance of the contract or any subcontract.

• Government Authorization: Grants permission for use and manufacture of patented inventions.
• Copyrighted Work: Seller may request authorization to copy copyrighted work from the Contracting Officer, with programmatic necessity being a key consideration.
• Subcontract Requirements: The Seller must include this Authorization and Consent clause (or specific parts of it) in subcontracts exceeding the simplified acquisition threshold, particularly for supplies, services, construction, architect-engineer services, materials, and research and development activities.
• Omission Clause: The omission of this clause from any subcontract does not affect the overall authorization and consent.

This document establishes the framework for intellectual property rights related to inventions and copyrighted works within the contract and its subcontracts. Bidders should understand these terms as they may impact their use of patented technologies or copyrighted materials during contract performance and in their subcontracting plans.

Form / Attachment / Pricing Sheet

This document, "Exhibit 1C Patent Rights - Retention by the Seller (Short Form)," outlines the terms and conditions regarding the retention of patent rights for inventions made under a subcontract. It specifies the definitions of key terms, the allocation of principal rights, and the procedures for invention disclosure, election of title, and filing of patent applications.

• Definitions: Clarifies terms such as "Invention," "Subject Invention," "Practical Application," "Made," "Small Business Firm," "Nonprofit Organization," and "Statutory Period."
• Allocation of Principal Rights: States that the Seller may retain full rights to subject inventions, with the Federal Government receiving a nonexclusive, paid-up license.
• Invention Disclosure and Election: Details the process and timelines for the Seller to disclose inventions to the Department of Energy (DOE) and elect to retain title.
• Patent Application Filing: Outlines requirements for filing patent applications, including timelines, provisional applications, and international filings.
• Government's Right to Obtain Title: Specifies conditions under which the DOE may require the Seller to convey title to an invention.
• Seller's License: Describes the nonexclusive, royalty-free license the Seller retains even if the Government obtains title.
• Subcontract Provisions: Mandates inclusion of similar patent rights clauses in subcontracts with small business firms and domestic nonprofit organizations.
• Reporting and Utilization: Requires the Seller to report on the utilization of subject inventions and to make efforts to attract licensees, with a preference for U.S. industry.
• March-in Rights: Grants the DOE the right to require the Seller to grant a license under specific circumstances.

This document is crucial for potential bidders to understand their obligations and rights concerning any intellectual property (inventions) that may arise from performing the work under the contract. It impacts how inventions are managed, disclosed, and potentially patented, and it defines the government's rights to use those inventions. Bidders should review this to assess the full scope of responsibilities related to intellectual property.

Form / Attachment / Pricing Sheet

This document, "Exhibit 1B Patent Rights - Acquisition by the Government," outlines the terms and conditions regarding the acquisition of patent rights by the Government for inventions conceived or first reduced to practice under a subcontract. It details the definitions of key terms, the allocation of principal rights, the Government's minimum rights, and the Seller's obligations concerning invention identification, disclosure, and reporting.

• Definitions: Clarifies terms such as "Invention," "Practical application," "Subject invention," and "Patent Counsel."
• Allocation of Principal Rights: Generally, the Seller assigns all rights, title, and interest in subject inventions to the Government, with provisions for "greater rights determinations" where the Seller or employee-inventor may request to acquire enhanced rights.
• Government's Minimum Rights: The Government is granted a nonexclusive, paid-up license to practice subject inventions. It also retains the right to require the Seller to grant licenses to others under specific circumstances (e.g., failure to achieve practical application, health/safety needs).
• Seller's Minimum Rights: The Seller receives a revocable, nonexclusive, royalty-free license to each subject invention, extending to domestic subsidiaries and affiliates.
• Invention Identification and Disclosure: Mandates prompt identification and disclosure of subject inventions by the Seller to the Department of Energy (DOE) within specific timeframes, utilizing systems like iEdison.
• Reporting Requirements: Outlines the need for interim and final reports on subject inventions and subcontracting activities.
• Subcontracting: Requires the Seller to include similar patent rights clauses in subcontracts, with specific considerations for small businesses and domestic nonprofit organizations.
• Forfeiture of Rights: Details conditions under which the Seller may forfeit rights to subject inventions if not properly reported.

Bidders responding to opportunities that involve research, development, or the creation of new technologies should carefully review this document. It is crucial for understanding intellectual property ownership, licensing rights, and reporting obligations related to any inventions that may arise from the performance of the contract. Failure to comply with these patent rights clauses can have significant implications for the contractor and their subcontractors.

Form / Attachment / Pricing Sheet

This document, "Annual Representations and Certifications - International," is a form that potential offerors must complete and submit. It is used to gather certifications and representations from offerors regarding various compliance and eligibility matters, particularly for international performance or procurements involving international aspects.

• Type of Organization: Requires identification of the offeror's legal structure (e.g., Corporation, LLC, Partnership).
• Anti-Kickback Certification: Certifies that no kickbacks have been provided or accepted.
• Buy American Act: Requires certification regarding the origin of end products, especially if the offer exceeds $15,000 and the item will be used in the U.S.
• Child Labor Certification: Certifies that listed end products were not mined, produced, or manufactured using forced or indentured child labor.
• Export Control: Requires representation on whether furnished items are "Trigger List Items," "Military/Space Items," or "Dual Use Items" (500 or 600 series).
• Payments to Influence Federal Transactions: Certification regarding the non-payment of Federal appropriated funds to influence Federal transactions.
• Responsibility Matters: Certifies that the offeror is not debarred, suspended, or proposed for debarment, and has no recent convictions or judgments related to fraud or antitrust violations, and has no delinquent Federal taxes over $15,000.
• Combating Trafficking in Persons: Applicable for offers exceeding $700,000 for supplies or services performed outside the U.S.
• Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment: Requires representation on the use of prohibited equipment or services, particularly those from Huawei, ZTE, Hytera, Hikvision, or Dahua.
• Conflict of Interest Certification: Requires certification regarding organizational or personal conflicts of interest.

Completing and submitting this form accurately is a mandatory requirement for all offerors. Failure to provide the required certifications or disclosures may render an offeror non-responsible or lead to disqualification. Bidders must carefully review each section to ensure compliance and provide truthful representations, as false certifications can have legal consequences.

Form / Attachment / Pricing Sheet

This document, "Representations and Certifications - Abbreviated," is a form that potential offerors must complete and submit as part of their bid. It requires the offeror to make specific representations and certifications regarding their business status, compliance with various regulations, and potential conflicts of interest.

• Type of Organization: Offeror must specify their business structure (e.g., Individual, Corporation, LLC).
• Small Business Status: Certifications related to being a small business, small business joint venture, woman-owned small business, HUBZone small business, and service-disabled veteran-owned small business.
• Export Control: Representations regarding whether items being furnished are Trigger List Items, Military/Space Items, or Dual Use Items, and requires details if they are.
• Buy American Act: Certification regarding domestic end products.
• Child Labor: Certification regarding knowledge of child labor for listed end products.
• Prohibition on Certain Telecommunications and Video Surveillance Services/Equipment: Representation regarding compliance with FAR 52.204-25.
• Conflict of Interest: Certification regarding organizational or personal conflicts of interest.
• Payments to Influence Federal Transactions: Certification regarding the use of Federal appropriated funds for influencing transactions.
• Employee Concerns Program: Acknowledgment and certification of compliance with employee concerns and differing professional opinion processes.

Completing this form accurately is crucial for bid eligibility and evaluation. It allows the government to assess the offeror's status, compliance with legal and regulatory requirements, and potential risks. Failure to complete or accurately represent information on this form could lead to disqualification of the offer.

Form / Attachment / Pricing Sheet

This document, "Attachment C Prime Flowdown Clauses," outlines additional terms and conditions that are incorporated by reference into subcontracts and purchase orders under the prime contract DE-AC05-000R22725. It serves to flow down mandatory U.S. Government regulatory and customer obligations from Oak Ridge National Laboratory (ORNL) to its sellers.

The document lists numerous Federal Acquisition Regulation (FAR) and Department of Energy Acquisition Regulation (DEAR) clauses, along with specific DOE directives. These clauses are applicable to various types of subcontracts and are often contingent on specific thresholds (e.g., dollar value, type of procurement, or performance location).

Key areas covered by these clauses include:

• Restrictions on subcontractor sales to the government
• Anti-kickback procedures
• Limitations on payments to influence federal transactions
• Contractor code of business ethics and conduct
• Prohibitions on contracting for certain telecommunications and video surveillance services or equipment
• Prohibitions on contracting for hardware, software, and services developed by specific entities
• Protection of government's interest when subcontracting with debarred or suspended contractors
• Requirements for certified cost or pricing data
• Small business subcontracting plans
• Equal opportunity requirements for veterans and workers with disabilities
• Energy efficiency requirements
• Buy American provisions
• Restrictions on certain foreign purchases
• Combating trafficking in persons
• Requirements related to real estate, research and development, and construction procurements
• Specific clauses for international, classified, and sensitive foreign nations procurements
• Various DOE directives related to safety, security, environment, and management.

Potential bidders must review this document to understand the mandatory terms and conditions that will apply to their subcontract or purchase order. It is crucial to identify which clauses are applicable based on the nature and value of the proposed work. Failure to comply with these flowdown clauses could impact proposal eligibility or contract performance. The document also specifies that in case of conflict, the version or date of clauses in this document takes precedence.

Form / Attachment / Pricing Sheet

This document provides the technical specifications for a 5 DOF Port Aligner DN200CF (10" OD).

• Capability to adjust along five distinct axes (X, Y, Z, pitch, and yaw).
• Conflat Flange compatibility for a robust high vacuum seal.
• 10" OD with both flanges tapped (M8x10).
• Mid-stroke of 100mm and an ID of 200mm.
• Operating temperature range: 20°C, with a baking temperature of 200°C.
• Guaranteed cycles: 1,000.
• Maximum lateral displacement: 4.5mm.
• Stroke axial (max lateral): -5.8mm / +20mm OR angle bending of 5°.
• Maximum torsion: 0°.
• Material specifications for components:
  • CF Membrane bellows: 1.4404 (AISI 316L)
  • Joint heads: 1.4301 (AISI 304)
  • Joint heads ball eye: 1.4125 (AISI 404)
  • Turnbuckles: A2
  • Screws and nuts: A4

This attachment details the specific technical requirements for the "5 DOF Port Aligner DN200CF (10" OD)". Bidders should review these specifications to ensure their proposed products or solutions meet or exceed these technical criteria. This information is critical for proposal preparation and for determining the suitability of the opportunity.

Solicitation / RFP / RFQ

This Request for Proposal (RFP) is for the procurement of Solenoid Stack Port Aligners for the Oak Ridge National Laboratory (ORNL) Isotope Science and Enrichment Directorate. ORNL is a US Department of Energy laboratory focused on basic and applied research.

• The primary deliverable is Solenoid Stack Port Aligners.

• Offerors must provide services per the Technical Specification (Attachment A) with no exceptions.

• The proposal must meet the specified lead time/delivery date, which is TBD After Receipt of Order (ARO).

• Contract Type Anticipated: Firm Fixed Price.

• Anticipated Subcontract Period of Performance: TBD.

• Payment Terms: Net 30 days (Large Business) or Net 15 days (Small Business) upon final acceptance. Payments will be made via electronic funds transfer.

• Offers Due By: March 4, 2026, by 5:00 PM EST.

• Offer Validity Period: 120 days.

• Proposals must be submitted in MS Excel, MS Word, or PDF formats.

• The award will be made to the responsible offeror submitting the lowest-priced offer that meets all specified requirements (Lowest Price Technically Acceptable - LPTA).

• Offers will be evaluated for technical acceptability based on the provided Technical Specification (Attachment A) and the lead time/delivery date.

• Specific written responses are required for items that cannot be met as specified.

• Small Business Set-Aside: No.

• NAICS Code: 334516 - Analytical Laboratory Instrument Manufacturing (1,000 Employees).

• Offerors are encouraged to maintain an active registration in SAM.gov to verify small business status and eligibility.

• Key attachments include: Technical Specifications (Attachment A), ORNL Terms and Conditions (Attachment B), Prime Contract T&C Flow Downs (Attachment C), and Representations and Certifications (Attachment D).

• Offerors are encouraged to identify any alternatives that may offer limited value in consideration of cost or price, or suggest practical performance incentives.

• Questions regarding the RFP must be submitted in writing to the Procurement Officer: Mckenzi Baz (bazmk@ornl.gov).