Storage Ring (SR) Bipolar Power Converter (BPC)

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

This document outlines the production work required for five custom models of Bipolar Power Converters (BPCs) critical to the Advanced Light Source Upgrade (ALS-U) Power Supply system.

• Manufacture, assemble, and deliver completed chassis assemblies for five specific BPC models:

  • BPC-2CH-S-18V-24A (QTY: 1 First Article, 27 Production)
  • BPC-4CH-S-18V-10A (QTY: 1 First Article, 153 Production)
  • BPC-2CH-S-16V-35A (QTY: 1 First Article, 48 Production)
  • BPC-1CH-F-16V-70A (QTY: 1 First Article, 103 Production)
  • BPC-1CH-S-16V-200A (QTY: 1 First Article, 27 Production)

• Design documentation was prepared by Brookhaven National Laboratory on behalf of Lawrence Berkeley National Laboratory (LBNL) for the U.S. Department of Energy (DOE) ALS-U Project.

• Delivery date requirements are specified in subcontract documentation.

• Manufacturing and assembly work may be subject to factory visits by LBNL personnel.

• First Article: One unit of each of the five BPC models must be provided as a 100% representation (Form, Fit, and Function) of the anticipated production unit. These units will be installed in the ALS-U and verified using an Acceptance Test Procedure (ATP).

• Production: Fabrication of production units cannot commence until first article acceptance and written authorization from the University.

• Management: A detailed program plan with a milestone schedule is required within two weeks of subcontract award. Regular progress monitoring, reporting, and bi-weekly teleconferences/meetings are mandated.

• Documentation: All required documentation must be submitted electronically via a designated Windchill portal. This includes QA data, certificates of conformance, test results, models, and drawings. Specific formats include .docx, .xlsx, and other editable Office files.

• Fabrication/Assembly: Materials must meet IPC/J-Std Class 2 standards. Lead solder is required. Printed circuit boards will undergo Automated Optical Inspection (AOI).

• Quality Assurance: A quality system meeting ISO 9001 requirements is mandatory. Deviation requests must be submitted to and approved by LBNL. Nonconformance reports (NCRs) must be submitted within 48 hours of occurrence.

• Inspections & Tests: Subcontractor is responsible for required factory inspections and tests prior to delivery, including specific electrical and visual checks. Final assemblies require visual inspection and functional electrical acceptance testing upon receipt.

• Packaging: Assemblies must be individually packaged using ESD compliant materials and delivered in durable boxes.

• Serialization: Labeling and identification must follow assembly drawings.

• Applicable Documents: Refer to Section 7 for a list of applicable technical note documents for each BPC model.

• References: IPC standards for fabrication, assembly, and chassis construction are referenced.

Solicitation / RFP / RFQ

This Request for Proposal (RFP) from Lawrence Berkeley National Laboratory (LBNL) seeks proposals for the procurement of Storage Ring (SR) Bipolar Power Converters (BPC). This acquisition is for production work to provide completed assemblies for five custom models of BPC for the Advanced Light Source Upgrade (ALS-U) Power Supply system. The solicitation is governed by LBNL's procurement policies under its Prime Contract with the Department of Energy (DOE).

• Production of five custom models of Bipolar Power Converters (BPC).

• Each model includes First Articles for testing.

• Specific quantities for each model: Model 1 (27 items), Model 2 (153 items), Model 3 (48 items), Model 4 (103 items), Model 5 (27 items).

• Deliverables must meet technical specifications outlined in Statement of Work (SOW) AL-1823-1141 SR BPC Procurement SOW, Rev. D.

• Offerors must demonstrate ability to meet technical requirements, provide a delivery schedule, and show past performance.

• Compliance with sustainability-related requirements, including recycled content, biobased products, energy efficiency, waste reduction, and California regulations for off-road diesel fleets.

• The ordered items must be delivered 51 weeks After Receipt of Order (ARO).

• The University intends to incrementally fund the subcontract.

• The contract will be a Subcontract under the University's Prime Contract with DOE.

• Offeror Questions Due: 02/20/2026, no later than 3:00 PM Pacific Time.

• Proposals Due: 03/02/2026, no later than 3:00 PM Pacific Time.

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

• Proposals will be evaluated based on technical acceptability and lowest evaluated price.

• Evaluation criteria include: Ability to Meet Technical Requirements, Delivery and Schedule, and Past Performance.

• Proposals must include a Cover Letter, Technical Volume, and Business Volume (including Price Proposal).

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

• This solicitation is a small business set-aside.

• The North American Industry Classification System (NAICS) Code is 334418 (Printed Circuit Assembly (Electronic Assembly) Manufacturing).

• The small business size standard is 750 or fewer employees.

• Proposals are solicited exclusively from small business concerns.

• Joint ventures or teaming arrangements with large business concerns are acceptable.

• Offerors must complete and submit the Small Business Program Representations clause.

• Offerors must submit a milestone payment schedule if milestone payments are desired.

• Offerors should indicate any proposed foreign end products and provide supporting data.

• Tariffs for foreign origin items will be handled by the University as the shipping importer of record.

• The solicitation is subject to the Sherman Antitrust Act.

Form / Attachment / Pricing Sheet

This document is a Representation & Certification Form (RFP MG-02122026) that must be completed, signed, and returned as part of the Offeror's proposal. It requires bidders to provide information and certifications related to various federal acquisition regulations.

• Offeror Information: Legal name, TIN, UEI, parent company details, affiliates, place of performance, number of employees, type of organization (domestic/foreign), and eligibility designations (e.g., Minority Serving Institution, HBCU).
• Small Business Program Representations: Bidders must represent their status as a small business, small disadvantaged business (SDB), women-owned small business (WOSB), economically disadvantaged women-owned small business (EDWOSB), veteran-owned small business (VOSB), service-disabled veteran-owned small business (SDVOSB), 8(a) concern, HUBZone small business, or participant in a Mentor-Protégé program. This section includes definitions and specific criteria for each category, along with the relevant NAICS code (334418) and size standard (750 or fewer employees).
• Previous Contracts and Compliance Reports: Representations regarding participation in previous contracts subject to Equal Opportunity clauses and submission of required compliance reports.
• Affirmative Action Compliance: Representations regarding the development and maintenance of affirmative action programs.
• Compliance with Veterans' Employment Reporting Requirements: Certification for offers over $250,000.
• Certification and Disclosure on Payments to Influence Certain Federal Transactions: Certification regarding lobbying activities.
• Certification on Responsibility Matters: Representations concerning debarment, suspension, criminal convictions, civil judgments, and delinquent Federal taxes.
• Representations by Corporations Regarding Delinquent Tax Liability or Felony Conviction: Specific representations for corporate offerors.
• Information Regarding Responsibility Matters: Information related to past performance and integrity, particularly for contracts exceeding $10,000,000.
• Certification Regarding Tax Matters: For proposals exceeding $5,500,000, certification regarding Federal tax filings, convictions, and unpaid assessments.
• Buy American Act Certification: Certification regarding domestic vs. foreign end products or construction materials.
• Representation of Limited Rights Data and Restricted Computer Software: Identification of any data or software that qualifies as limited rights data or restricted computer software.
• Export Controlled Item Classification: Classification information for any export-controlled items being quoted.
• Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment: Representations concerning the use or provision of covered telecommunications equipment or services.
• Covered Telecommunications Equipment or Services-Representation: Further representations regarding covered telecommunications equipment or services.
• Biobased Product and Recovered Material Certification: Certification related to the use of biobased products and recovered materials.

This form is critical for proposal submission. Bidders must accurately complete all applicable sections to demonstrate compliance with federal regulations and to establish their eligibility for award. Failure to provide accurate certifications may render an offeror nonresponsible or lead to contract termination. The specific representations made in this form will be evaluated as part of the overall proposal.

Form / Attachment / Pricing Sheet

This document is a supplier quality evaluation survey from Lawrence Berkeley National Laboratory (LBNL) for the Advanced Light Source Upgrade Project. It requires potential suppliers to provide information about their company's quality assurance (QA) processes, certifications, and capabilities to assess their compliance with applicable requirements and standards.

• Company Overview: Basic company information, including contact details for project and production managers, and the number of QA/QC personnel.
• Certifications, Registrations, and Awards: Details on company certifications (e.g., ISO 9000, Six Sigma), calibration program standards, and other relevant licensing or qualification programs.
• Quality Management System Administration: Information on the company's QMS/QAP, manual, SOPs, training records, audit processes, and document control procedures.
• QA/QC for Purchased Items: Processes for material requirements planning (MRP), enterprise resource planning (ERP), tracking certificates of conformance (COCs), qualifying suppliers, and inspecting incoming materials.
• Process QA and Control: Details on providing status reports, managing modifications, change control, identifying nonconforming materials, and handling customer feedback.
• Production QA: Information on calibration and maintenance records, manufacturing inspection plans, and providing Certificates of Conformance (COC) for final products.
• Subcontracts (Optional): Capabilities related to producing shop drawings, design tooling, and converting specifications into shop instructions.

This survey is critical for any vendor seeking to supply goods or services for the ALS-U project. It outlines the specific quality assurance and control measures LBNL expects suppliers to have in place. Bidders must complete this survey thoroughly, providing documentation as requested in the appendices, to demonstrate their ability to meet LBNL's quality standards. Failure to provide adequate information may impact a vendor's eligibility or evaluation.

Form / Attachment / Pricing Sheet

This document is a fixed-price subcontract for the production of five custom models of Bipolar Power Converters for the Advanced Light Source Upgrade (ALS-U) Power Supply System. It outlines the terms, conditions, and deliverables for the subcontractor.

• Ordered Items: Specifies "First Article Items" (one of each model) and "Production Items" (quantities of each model) with delivery schedules.
• Contract Value: Total subcontract amount is "TBD".
• Acceptance Criteria: Based on the Statement of Work (SOW) AL-1823-1141 SR BPC Procurement SOW, Rev. D, dated 11/17/2025.
• Electrical Device Certification: Items must be NRTL listed, labeled, and certified.
• Notice to Proceed: Requires a formal Notice to Proceed (NTP) before commencing work, especially beyond specified "Hold Points".
• Price and Payment: Fixed price of "TBD". Details sales/use tax exemptions and invoicing procedures.
• Funding Limit: Initial allocated funding is "TBD", with anticipation of increase.
• Subcontract Administration: Outlines procedures for notices, requests, and modifications, with the University Procurement Representative as the sole authorized modifier.
• Technical Representative: Designated individual to monitor performance and clarify technical requirements.
• Environmentally Preferable Products: Requirements for sustainable acquisition, including waste reduction, recycled content, and e-waste recycling.
• Packaging: Mandates compliance with California Toxics in Packaging Prevention Act and UC Sustainable Practices Policy, with specific prohibitions on foam packaging.
• First Article Approval: Process for testing and approving initial units before full production.
• Incorporated Documents: Lists several SOWs and other documents that are part of the subcontract.

This document defines the specific requirements, quantities, delivery schedules, payment terms, and administrative procedures for a subcontractor producing Bipolar Power Converters. It highlights critical aspects such as certification requirements, the need for a Notice to Proceed, and detailed reporting and sustainability mandates. Potential bidders can use this to assess their capability to meet the technical, administrative, and sustainability requirements, and to understand the payment and invoicing processes.

Solicitation / RFP / RFQ

This document outlines the General Provisions for Commercial Supplies and Services for Lawrence Berkeley National Laboratory (LBNL), a part of the University of California. It establishes the terms and conditions for subcontracts related to the acquisition of commercial products and services, excluding construction or research work. The provisions are entered into under the University's Prime Contract with the U.S. Department of Energy (DOE).

• Subcontractors must provide commercial products or services as defined in FAR 2.101.

• Items furnished must conform to subcontract requirements, be new, and not contain counterfeit materials.

• Subcontractors must comply with all applicable federal, state, and local laws, regulations, and DOE directives.

• Subcontractors are responsible for ensuring worker safety and health, environmental compliance, and reporting injuries.

• Specific clauses address intellectual property, export control, and data release.

• The document details various clauses covering definitions, scope, acceptance, title, risk of loss, packaging, inspection, invoices, payment, quality, warranty, labor laws, changes, notifications, assignments, disputes, bankruptcy, excusable delays, termination, indemnification, work on premises, and more.

• Payment terms are generally net 30 days after receipt of a properly prepared invoice.

• Warranties for items and services are typically for one year after acceptance or initial use.

• This document contains general provisions and does not specify proposal submission instructions or evaluation criteria. These would be found in the main solicitation document.

• Not explicitly detailed in these general provisions, but specific FAR clauses related to small business concerns are referenced.

• This document is a standard set of General Provisions and must be read in conjunction with the specific solicitation or contract for a complete understanding of requirements.

• It references numerous Federal Acquisition Regulation (FAR) and Department of Energy Acquisition Regulation (DEAR) clauses that apply based on subcontract value and type.

Form / Attachment / Pricing Sheet

This document, "Price Proposal Schedule Attachment A - RFP MG-02122026.xlsx", is an Excel spreadsheet intended for bidders to provide their pricing for the required items. It serves as a crucial component of the proposal submission, detailing the cost structure for both first article and production quantities.

• First Article Items: Lists specific Bipolar Power Converter (BPC) models with a quantity of one each, requiring unit and extended prices, and specifying delivery time after order receipt.
• Production Items: Lists the same BPC models but with significantly higher quantities for production, also requiring unit and extended prices and delivery timelines.
• Totals: Includes sections for the total cost of first article items, production items, and the combined total.
• Certification: Bidders are required to sign the submission, certifying the accuracy of their offered prices and are advised to check Excel formulas.

This attachment is essential for bidders to calculate and present their proposed costs accurately. It outlines the specific items, quantities, and expected delivery timelines for which pricing is required. Bidders must carefully complete this schedule to ensure their proposal is compliant and competitive. The certification statement emphasizes the importance of accuracy in the submitted pricing.

Form / Attachment / Pricing Sheet

This document is the "Past Performance Reference Information Form" which bidders must complete to provide details about reference contracts. It is limited to 3 pages per reference contract.

• Offeror Information: Name and UEI of the submitting offeror.
• Reference Contract Details:
  • Client Name (Government Agency or Prime Contractor)
  • Awarded Entity Name and UEI
  • Contract Number and Title
  • Client Point of Contact (Contracting Officer, COR, etc.) with contact details
  • Period of Performance
  • Contract Type (e.g., FP, T&M, IDIQ)
  • Total Value and Approximate Average Annual Value
  • Value Performed to Date (as of RFP release date)
• Complexity: Summary of scope, difficulty, similarity to the current work, problems encountered, and solutions.

Bidders must use this form to document their past performance on relevant contracts. The information provided will likely be used by the government to evaluate the offeror's experience and capability to perform the work described in the solicitation. The form requires specific details about the contract, its value, performance period, and a description of its complexity and any challenges overcome. Bidders have flexibility to amend the format as long as information and page limits are adhered to.