SR Raft Alignment Systems & Load Levers

Solicitation / RFP / RFQ

This document is a fixed-price subcontract for the supply and delivery of fabricated components for alignment system kits. These kits are installed between storage ring support plinths and rafts. The North American Industry Classification System (NAICS) code for this acquisition is 332999 (All Other Miscellaneous Fabricated Metal Product Manufacturing), with a size standard of 750 or fewer employees. The subcontract is issued under Prime Contract No. DE-AC02-05CH11231 between the University of California (Lawrence Berkeley National Laboratory) and the U.S. Government (Department of Energy).

This subcontract details the ordered items across four work packages:

• Work Package #1 (SR Alignment BOM):

  • First Article: 4 units, delivery by 08/15/2026.
  • Production Batch 1: 10 units, delivery by 09/03/2026.
  • Production Batch 2: 10 units, delivery by 10/19/2026.
  • Production Batch 3: 10 units, delivery by 12/03/2026.
  • Production Batch 4: 10 units, delivery by 01/27/2027.

• Work Package #2 (Load Leveler Shim Type 01-05):

  • First Article: 50 units each of 5 types, delivery by 08/03/2026.
  • Production Batch 1: 125 units each of 5 types, delivery by 09/03/2026.
  • Production Batch 2: 125 units each of 3 types, delivery by 09/19/2026.
  • Production Batch 3: 100 units each of 5 types, delivery by 10/03/2026.
  • Production Batch 4: 100 units each of 5 types, delivery by 11/27/2026.

• Work Package #3 (Airloc™ Load Leveler):

  • First Article: 10 units, delivery by 08/03/2026.
  • Production Batch 1: 55 units, delivery by 09/03/2026.
  • Production Batch 2: 55 units, delivery by 09/19/2026.
  • Production Batch 3: 55 units, delivery by 10/03/2026.
  • Production Batch 4: 55 units, delivery by 11/27/2026.

• Optional Items: Various quantities of spares for Work Packages 1 and 2, with delivery dates in late 2026 and early 2027. Optional items for Work Package 3 include 5 units with delivery by 11/27/2026.

• Contract Type: Fixed Price.

• Period of Performance: Not explicitly stated, but delivery dates extend to January 2027.

• Estimated Value: Stated as "$TBD" throughout.

• First Article Approval: Required within 2 weeks of receipt. Disapproval may require additional articles at the subcontractor's expense.

• Acceptance: Based on successful completion of acceptance criteria per the Statement of Work (SOW) AL-1920-2538.

• Notice to Proceed: Required before work commences, contingent on documentation review, BOM conformity, QA documentation, and non-conformance documentation.

• NAICS code 332999 with a small business size standard of 750 employees.

• The document incorporates by reference the SOW AL-1920-2538 and General Provisions for Commercial Supplies & Services.

• Environmental and sustainability requirements are detailed, including waste reduction, use of environmentally preferable products, and specific packaging requirements (e.g., foam ban).

• Technical direction will be provided by the University Technical Representative, but changes to scope, schedule, or price require a written modification signed by the University Procurement Representative.

Solicitation / RFP / RFQ

This Request for Proposal (RFP) from the University of California, Lawrence Berkeley National Laboratory (LBNL) seeks proposals for the supply and delivery of fabricated components for alignment system kits. These kits are installed between Storage Ring support plinths and rafts. The acquisition is governed by LBNL's prime contract with the Department of Energy (DOE) and any resulting award will be a subcontract under that prime contract.

• The acquisition includes three work packages as detailed in SOW AL-1920-2538-0565, "SOW SR ALIGNMENT SYSTEM 3 WKPKGS, Rev. A".

• Offerors can submit proposals for all three work packages combined or any combination thereof.

• Deliverables are further detailed in Section 3 of the referenced SOW.

• Specific requirements include meeting technical specifications, manufacturing capabilities, delivery schedules, prior experience, and quality assurance programs.

• The estimated term for ordered items is per the referenced SOW.

• The University will evaluate proposals based on technical acceptability and lowest evaluated price.

• Offeror Questions Due: July 9, 2026, no later than 3:00 PM Pacific Time.

• Proposals Due: June 25, 2026, no later than 3:00 PM Pacific Time.

• Proposals must be submitted via email to mggrausz@lbl.gov.

• Proposals will be valid for 90 days from the due date.

• Evaluation criteria include:

  • Technical Evaluation Criteria: Ability to Meet Technical Requirements, Manufacturing Capabilities and Capacity (for Work Packages 1 & 2), Delivery & Schedule, Prior Experience and Past Performance, Adequate Quality Management System or Quality Assurance Program.
  • Non-Technical Evaluation Criteria: Offeror's Acceptance of terms, conditions, general provisions, and incorporated documents of the Sample Subcontract.

• A Price Proposal (Attachment A) is required.

• This solicitation is a small business set-aside.

• North American Industry Classification System (NAICS) Code: 332999 (All Other Miscellaneous Fabricated Metal Product).

• Small business size standard: 750 or fewer employees.

• The University will accept offers from joint ventures or teaming arrangements with large business concerns.

• Offerors must complete the ALS-U Supplier Quality Evaluation Survey (AL-1208-0209).

• Sustainability-related requirements are detailed, including compliance with the Environmentally Preferable Products and Services article.

• Information regarding tariffs, brand name or equal, and antitrust enforcement is provided.

Statement of Work (SOW) / Performance Work Statement (PWS)

This document outlines the requirements for the supply and delivery of fabricated components for the alignment system kits used in the Advanced Light Source Upgrade Project (ALS-U). The ALS-U aims to replace the existing storage ring with a new, brighter, next-generation multi-bend achromat-type storage ring.

The work involves three distinct work packages:

• Work Package 1: Fabrication, procurement, quality management, documentation, and kitting of alignment components for the raft-to-plinth assembly. This includes machined components (part numbers starting with "AL") and commercial parts. Spare quantities are optional.
• Work Package 2: Fabrication, quality management, and packaging of alignment shims for the raft-to-plinth assembly. Spare quantities are optional.
• Work Package 3: Procurement and quality acceptance of "Airloc™ 515-KSKC" brand load levelers or equal. Spare quantities are optional.

Key tasks include fabricating, inspecting, and documenting parts; procuring specified off-the-shelf components with material certifications; packaging for safe transport; labeling for traceability; delivering complete kits; and providing QA documentation.

Deliverables are organized by Work Package and include specific part numbers, descriptions, quantities, and delivery due dates. For Work Package 1, this includes "SR Alignment BOM - First Article Kit" and "SR Alignment BOM - Production Kit" batches with quantities ranging from 4 to 10, with delivery dates from August 2026 to January 2027. Work Package 2 involves "Load leveler shim" types with various quantities and delivery dates in August, September, October, and November 2026. Work Package 3 includes "Airloc™ load leveler" with specified quantities and delivery dates, as well as optional spares.

Quality Assurance (QA) is a critical component, requiring a documentation package with each batch shipment. This includes packing lists, material certifications, certificates of conformance, inspection reports, and kit configuration lists. Specific inspection requirements vary by work package, with higher inspection rates for first articles and critical dimensions.

Deliveries are scheduled from August 2026 through January 2027. All deliverables must be shipped to LBNL.

• Quality Assurance: Subcontractors must complete the ALS-U Supplier Quality Evaluation Survey. QA documentation is required for all deliverables. Certificates of Conformance (CoC) are mandatory for COTS components.
• Packaging & Shipping: Components must be clean, dry, and protected. Palletization and specific labeling requirements apply. A packing slip detailing part numbers, quantities, and PO numbers is required.
• Project Administration: Requires a dedicated Project Manager. Reporting includes monthly schedule and status updates, and project meetings (twice monthly).
• Document Management: A Windchill project portal will be used for document submission and access.
• Reviews: Manufacturing readiness reviews (for Work Packages 1 & 2) and pre-shipment documentation reviews are required.
• Acceptance Criteria: Contingent upon LBNL's review and approval of pre-shipment documentation and conformity with BOM specifications. A final receiving inspection by LBNL will verify items against the functional acceptance criteria list (ACL).

Form / Attachment / Pricing Sheet

This document is a Bill of Materials (BOM) for the SR Alignment System of the Advanced Light Source (ALS). It lists the components, part numbers, and quantities required for the assembly.

• Level and Item #: Hierarchical breakdown of components.
• Windchill Description: Detailed description of each part.
• Part Number: Unique identifier for each component.
• Rev: Revision level of the part.
• FAB Date: Fabrication date for the part.
• McMaster-Carr Part Number: If applicable, the part number from McMaster-Carr.
• Qty per raft kit: Quantity of the item required per kit.

This BOM is crucial for bidders to understand the specific hardware and materials needed for the SR Alignment System. It can inform procurement strategies, cost estimations, and technical compliance for any related solicitations or contracts.

Form / Attachment / Pricing Sheet

This document, "ALS-U supplier quality evaluation survey" (Document Number: AL-1208-0209, Revision: C), is a survey designed to assess a company's Quality Assurance (QA) processes. It requires suppliers to provide information regarding their QA/QC functions, certifications, registrations, awards, Quality Management System (QMS) administration, QA/QC for purchased items, and process QA and control.

• Company Overview: Collects basic company information, including contact details for project and production managers, and the number of employees involved in QA/QC functions.
• Certifications, Registrations, and Awards: Requires listing of relevant certifications (e.g., ISO 9000, Six Sigma), calibration program standards, and other applicable licensing or qualification programs.
• Quality Management System Administration: Inquires about the existence and administration of QMS/QAP, QA Program Manuals, QA SOPs, training records, and auditing processes.
• QA/QC for Purchased Items: Assesses the supplier's processes for managing purchased materials and components, including tracking Certificates of Conformance (COCs), qualifying suppliers, and performing site visits.
• Process QA and Control: Details the company's practices for providing status reports, managing modifications, change control, identifying nonconforming materials, and handling customer feedback.
• Appendices: The survey directs respondents to provide supporting documentation in Appendices A (Certifications, Registrations, and Awards), B (QMS Documentation), C (QA/QC for Purchased Items), and D (Process QA and Control Documentation).

This survey is crucial for potential bidders to understand the quality assurance and control expectations of Lawrence Berkeley National Laboratory (LBNL) for suppliers. Completing this survey accurately and thoroughly demonstrates a supplier's commitment to quality and compliance with LBNL's requirements. The information provided will form the basis for assessing the company's QA processes and may lead to further requests for documentation or onsite evaluations.

Other / Unclassified

This document contains the "General Provisions for Commercial Supplies and Services" from Lawrence Berkeley National Laboratory (LBNL). It outlines the standard terms and conditions that apply to subcontracts for commercial supplies and services.

This document is crucial for potential bidders as it details the contractual obligations, rights, and responsibilities for both the University (LBNL) and the Subcontractor. Key areas covered include:

• Definitions: Clarifies terms used throughout the subcontract.
• Scope of Subcontract: Limits the acquisition to commercial products, components, and services, excluding construction or research work.
• Title and Risk of Loss: Defines when title and risk transfer.
• Quality, Inspection, and Warranty: Outlines requirements for materials, inspection processes, and warranty periods.
• Payment and Invoices: Details payment terms and invoice submission requirements.
• Laws, Regulations, and Compliance: Mandates adherence to all applicable federal, state, local laws, and DOE directives, including safety and environmental regulations.
• Changes and Termination: Describes procedures for contract modifications and termination.
• Indemnification and Disputes: Covers liability, claims, and dispute resolution processes.
• Incorporated Clauses: Lists numerous Federal Acquisition Regulation (FAR) and Department of Energy Acquisition Regulation (DEAR) clauses that are incorporated by reference, many with specific applicability based on subcontract value or type.

Bidders should carefully review these provisions to understand the full scope of contractual requirements, potential liabilities, and compliance obligations before submitting a proposal.

Form / Attachment / Pricing Sheet

This document is a "Representations and Certifications" form required for offerors responding to solicitations issued by the University of California, Lawrence Berkeley National Laboratory under LBNL Contract No. DE-AC02-05CH11231 with the Department of Energy. It requires bidders to provide information and certify compliance with various federal regulations and requirements.

This form covers a wide range of representations and certifications, including:

• Offeror Information (Legal Name, TIN, UEI, Parent Company, Affiliates, Place of Performance, Type of Organization, Government Entity status, Foreign Organization status).
• Certification and Disclosure on Payments to Influence Certain Federal Transactions.
• Certification on Responsibility Matters (e.g., debarment, suspension, convictions, Federal tax liability, contract terminations).
• Representations by Corporations Regarding Delinquent Tax Liability or Felony Conviction.
• Information Regarding Responsibility Matters (FAPIIS reporting).
• Certification Regarding Tax Matters.
• Buy American Act Certification.
• Representation of Limited Rights Data and Restricted Computer Software.
• Export Controlled Item Classification.
• Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment.
• Covered Telecommunications Equipment or Services Representation.
• Biobased Product and Recovered Material Certification.
• Small Business Program Representations (including Small Business, Small Disadvantaged Business, Women-Owned Small Business, Economically Disadvantaged Women-Owned Small Business, Veteran-Owned Small Business, Service-Disabled Veteran-Owned Small Business, 8(a) concern, HUBZone, and Mentor-Protégé Program participation).

Completion and submission of this form is mandatory for all offerors. It is crucial for bidders to carefully review each section, provide accurate information, and make the required certifications. Failure to complete or accurately complete this form may result in the offeror being deemed non-responsible or may affect the award of a contract. The specific NAICS code for this acquisition is 332999, with a small business size standard of 750 employees.

Form / Attachment / Pricing Sheet

This document, "Price Proposal Schedule Attachment A - RFP MG-06152026.xlsx", serves as the pricing schedule for the solicitation. Bidders must use this attachment to provide their proposed pricing for the required items.

This attachment details pricing requirements for three distinct Work Packages:

• Work Package 1: SR Raft Alignment Systems
  • Includes pricing for First Articles and Production Items (Batch 1-4) of SR Alignment BOM.
  • Lists Optional Spares (1.1 and 1.2).
• Work Package 2: SR Raft Alignment Systems & Load Levers
  • Includes pricing for First Articles and Production Items (Batch 1-4) of Load leveler shim types 01-05.
  • Lists Optional Spares (2.1 and 2.2).
• Work Package 3: SR Raft Alignment Systems & Load Levers
  • Includes pricing for First Articles and Production Items (Batch 1-4) of Airloc™ 515-KSKC - Airloc™ load leveler.
  • Lists Optional Spares (3.1).

Each section specifies item numbers, descriptions, quantities, UOM, unit price, extended price, and delivery schedules. Bidders are instructed to check Excel formulas for accuracy and sign their offered price.

This attachment is critical for bidders to accurately calculate and submit their proposed prices for all required and optional items across the three work packages. The delivery schedules provided within this document must be adhered to when formulating the price proposal.

Form / Attachment / Pricing Sheet

This document is the "Past Performance Reference Information Form" and serves as an attachment for bidders to provide details about their past performance on reference contracts. It is intended to help the government evaluate the offeror's ability to successfully perform the work required by the solicitation.

• Offeror Information: Name and UEI of the submitting offeror.

• Reference Contract Details: Name and UEI of the client, the entity awarded the contract, contract number, title, and client point of contact (including Contracting Officer or equivalent).

• Contract Performance: Period of performance, contract type (e.g., FP, T&M, IDIQ), total value, and approximate average annual value.

• Value Performed: Amount of contract value performed to date as of the RFP release date.

• Complexity: A summary of the scope, difficulty, similarity to the current work scope, and any encountered problems and solutions.

• The form is limited to 3 pages per reference contract.

• Offerors may amend the format but must retain all required information and adhere to page limitations.

This form is critical for bidders to document and present their relevant past performance. Completing this form accurately and thoroughly will directly impact the evaluation of the offeror's past performance, a key factor in many government contract awards. Bidders must gather specific details about their past contracts and performance to complete this attachment as required by the solicitation.