SmartCBM

Form / Attachment / Pricing Sheet

This document, "Representations and Certifications - Abbreviated," requires offerors to provide specific representations and certifications related to various aspects of their business and compliance with federal regulations. It is a mandatory part of the offer submission process.

• Type of Organization: Offeror must specify their organizational type.
• Export Control: Representations regarding whether furnished items are Trigger List Items, Military/Space Items, or Dual Use Items, including details if applicable.
• Buy American Act: Certification on whether end products are domestic or foreign, with provisions for listing foreign end products.
• Child Labor: Certification regarding knowledge of child labor for listed end products, requiring a choice between not supplying or making a good faith effort to determine no child labor was used.
• Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment (Section 889): Representation on whether furnished items use prohibited equipment or services.
• Conflict of Interest: Certification regarding organizational or personal conflicts of interest, requiring disclosure and proposed mitigation if a conflict exists or appears to exist.
• Payments to Influence Federal Transactions: Certification regarding the use of federal appropriated funds for influencing federal transactions (applicable if offer exceeds $200,000).
• Employee Concerns Program and Differing Professional Opinion Process: Notification requirements for employees regarding ECP and DPO processes.
• Business Size Certification: Offeror must self-certify their business size status (Small Business, Veteran-Owned, etc.) based on the provided NAICS code and size standard ($47.0M for Software Publishers).

This document is critical for bidders as it outlines mandatory representations and certifications required for proposal submission. Failure to complete and submit these accurately may result in disqualification. Bidders must carefully review each section to ensure compliance and provide truthful information, as misrepresentations can lead to severe penalties. The business size certification is particularly important for determining eligibility for small business programs and set-asides.

Form / Attachment / Pricing Sheet

This document, "IN-BOUND LICENSING OF COMPUTER SOFTWARE, DOCUMENTATION, AND OTHER CONTENT (May 2025)," outlines the terms and conditions under which UT-Battelle, LLC (UT-Battelle) will license pre-existing and newly developed computer software, documentation, and other content for use at the Oak Ridge National Laboratory (ORNL). It specifies how commercial computer software licenses will be acquired and managed.

• Application: Defines the scope of the article, applying to licenses for software and content managed by UT-Battelle under its Prime Contract No. DE-AC05-00OR22725.
• Definitions: Provides definitions for "Computer Software," "Documentation," "Commercial Computer Software," and "Software related Services."
• Commercial Computer Software: Details the acquisition of commercial computer software consistent with FAR 12.212. It clarifies that UT-Battelle acquires rights under licenses customarily provided to the public, provided they are consistent with Federal law and the Government's needs.
• Seller's License Agreement: States that UT-Battelle and the Government acquire rights based on the Seller's standard commercial software license agreement or a specific U.S. Government License Agreement. These agreements are subject to the terms of this Article.
• FAR 52.227-19: This clause is incorporated by reference, and if it conflicts with the Seller's License Agreement regarding commercial computer software, FAR 52.227-19 will govern to provide minimum rights.
• Inconsistent Terms: Explicitly rejects any terms in the Seller's License Agreement that are inconsistent with Federal law or UT-Battelle's prime contract. It lists examples of rejected terms, including licensee indemnity, attorneys' fees, automatic renewal, and injunctive relief for breach.
• New, Additional & Conflicting Terms: States that the terms of this Purchase Order control over any new, additional, or conflicting terms in the Seller's License Agreement.
• Software-related Services: Notes that any such services must be identified in the Statement of Work or elsewhere in the Purchase Order.

Bidders providing computer software, documentation, or related services should review this document to understand the licensing terms and conditions that will apply. It highlights that standard commercial license agreements will be used but are subject to specific FAR clauses and any terms inconsistent with Federal law or the prime contract will be rejected. This document is crucial for understanding the legal framework governing the use and licensing of software and content within the scope of the opportunity.

Solicitation / RFP / RFQ

This Request for Proposal (RFP) from Oak Ridge National Laboratory (ORNL) seeks proposals for the "SmartCBM" effort within the ORNL Nonreactor Nuclear Facilities Division. ORNL is a US Department of Energy (DOE) laboratory focused on basic and applied research to deliver transformative solutions in energy and security.

• The core requirements are detailed in Attachment A (Bill of Materials) and Attachment B (SmartCBM Technical Requirements).

• Offerors must provide products per these attachments with no exceptions.

• The effort involves commercial computer software, as indicated by Exhibit CCS - Commercial Computer Software License.

• Contract Type: Anticipated subcontract type is Firm Fixed Price.

• Period of Performance: Anticipated subcontract period is 06/15/2026 – 06/14/2029.

• Offer Validity Period: 120 days.

• NAICS Code: 513210 - Software Publishers.

• Estimated Value: $47.0 Million (associated with NAICS Code).

• Offers Due By: 06/08/2026.

• Proposal Format: MS Excel, MS Word, or PDF. Must be submitted on company-furnished forms if provided, otherwise in a format of the Offeror's choosing.

• Proposal Package Components: Technical Proposal (max 10 pages), Cost Proposal, Exceptions/Non-Compliance, Conditions of Proposal/Assumptions, and Supplementary Requirements.

• Evaluation Criteria: Award will be made on a Lowest Price Technically Acceptable (LPTA) basis. Offers must meet all specified requirements. Technical acceptability factors include providing requested products per Attachments A and B without exceptions.

• Small Business Set-Aside: No.

• Offerors are encouraged to register in SAM.gov to verify small business status and eligibility.

• The Company reserves the right to update the RFP by amendment.

• Offerors are responsible for identifying and quoting any aspects omitted from the RFP that are necessary to meet general requirements.

• Unlimited rights to technical data in successful proposals are generally expected, with provisions for excluding specific data.

• Payment terms are Net 30 (Large Business) or Net 15 (Small Business) days upon final acceptance, paid via electronic funds transfer.

Form / Attachment / Pricing Sheet

This document, "Attachment A - RFQ457112 Bill of Materials," provides a detailed breakdown of the costs associated with the items required for the opportunity. It serves as a pricing sheet for potential bidders to understand the cost structure.

• Line Items: Lists specific products and services, including "SmartCBM Annual Subscription," "Erbessd Hardware (Sensors, Gateways)," "Data Analysis & Reporting," and "Monthly Cellular Service."
• Quantities & Units: Specifies the number of units and the unit of measure (e.g., Each, Annual, Monthly) for each line item.
• Period of Performance (PoP): Outlines the start and end dates for each year of the contract, spanning from 6/15/2026 to 6/14/2029.
• Pricing: Includes columns for "Unit Price" and "Total Price" for each year, though all listed prices are $0.00 in this document.
• Manufacturer: Identifies "Allied Reliability" as the manufacturer for most items.

This Bill of Materials is crucial for bidders to:

• Understand the specific components and services being procured.
• Assess the quantity and duration requirements.
• Prepare their pricing proposals accurately, even though the provided prices are $0.00. Bidders will need to input their own pricing in response to the solicitation.

Form / Attachment / Pricing Sheet

This document outlines the technical requirements for a Condition Based Maintenance (CBM) system, focusing on integration with Hexagon HxGN EAM and APM, data collection, analytics, reporting, reliability features, and security. It serves as a detailed specification for potential bidders to understand the functional and technical expectations.

• Core Integration Requirements: Bidirectional integration with Hexagon HxGN EAM and APM, API-first architecture (RESTful APIs, webhooks), and real-time/near-real-time data synchronization.
• Condition Monitoring & Data Collection: Support for multiple data collection methods (route-based, continuous, hybrid), integration with various monitoring technologies (vibration, IR, ultrasound, oil analysis), prescriptive analytics, and a mobile application for field technicians.
• Analytics, Dashboards & Reporting: Enterprise, site, and department-level dashboards, connected infrastructure monitoring, lubrication program management, and customizable alerts.
• Reliability & Asset Management Features: Centralized reliability platform supporting RCM principles, failure mode tracking, FMEA development, asset hierarchy management, and predictive/condition-based maintenance strategies.
• Technical & Security Requirements: Compliance with cybersecurity standards for non-reactor nuclear facilities (NRC, NIST), role-based access control, audit logging, data encryption, and support for on-premise, cloud, or hybrid deployment.
• Implementation & Support: Detailed implementation plan, post-go-live support (12-24 months), and demonstration of prior experience in regulated environments.

This document is critical for bidders to assess their capability to meet the specified technical and functional requirements. It details the expected integration capabilities, data handling, analytical functions, reporting needs, and security compliance, directly impacting proposal development and solution design. The acceptance criteria provide specific benchmarks for evaluating proposed solutions.

Form / Attachment / Pricing Sheet

This document outlines the "Terms & Conditions - Commercial Products and Services" that are applicable to agreements between the Company (Oak Ridge National Laboratory) and Sellers. It details the contractual obligations, rights, and responsibilities of both parties.

The document is divided into several parts, covering:

• Part 1: Applicable to All Transactions: Definitions, dispute resolution, order of precedence, payment, acceptance of terms, communication, inspection, warranty, assignment, material requirements, transportation, title and risk of loss, payment terms, compliance with laws, fines and penalties, termination (for default and convenience), bankruptcy, incorporation by reference, and environment, safety, and health protection.
• Part 2: Applicable When Products Include Services: Seller's responsibilities.
• Part 3: Applicable When Seller Personnel Work on DOE Site: Facility access, badges, return of badges, and environment, safety, and health protection specific to DOE sites.
• Part 4: Applicable When Work Involves Access to Classified Information, Special Nuclear Material or Authorized Unrestricted Access to Areas Containing These: Personnel security clearances.
• Parts 5, 6, and 7: Address applicability based on agreement value thresholds (Simplified Acquisition Threshold, $500,000) and specific agreement types, including commercial computer software, conference management, employment eligibility verification, Internet Protocol technology, and reporting waste fraud and abuse.

This document is crucial for potential bidders as it establishes the fundamental terms and conditions that will govern any contract awarded. Bidders must review these terms to understand their obligations regarding performance, compliance, safety, security, payment, and termination. It helps bidders assess the overall contractual framework and potential risks associated with the opportunity.

Form / Attachment / Pricing Sheet

This document, "Attachment D - 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 US 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.
• Each clause is presented with its number, title, and effective date.
• Many clauses include specific applicability criteria, often based on contract value thresholds (e.g., Simplified Acquisition Threshold, $200,000, $7.5 million, $45,000) or the type of procurement (e.g., construction, information technology, real estate, research and development).
• It also includes specific DOE directives and policies relevant to various types of procurements, such as those involving nuclear materials, foreign travel, or classified information.
• The document specifies that in case of conflict between this document and other terms, the version or date in this document takes precedence.

Potential bidders should review this document to understand the mandatory flowdown clauses and regulatory requirements that will apply to their subcontracts or purchase orders under this prime contract. Understanding these clauses is crucial for determining compliance obligations, potential risks, and the overall terms of engagement. The applicability criteria based on thresholds are particularly important for assessing if a specific clause will apply to a proposed subcontract or purchase order.