1 BROOKHAVEN SCIENCE ASSOCIATES NSLS-II Project Procurement David Dale Procurement Manager NSLS-II Project Project Advisory Committee November 20, 2007.

1 BROOKHAVEN SCIENCE ASSOCIATES

NSLS-II Project Procurement

David DaleProcurement Manager

NSLS-II ProjectProject Advisory Committee

November 20, 2007

2 BROOKHAVEN SCIENCE ASSOCIATES

Outline

• Procurement Staffing• Acquisition Strategy• Advance Procurement Planning• DOE Approval Requirements • Major Equipment Procurement Process• Ring Building Construction Schedule• Procurement Challenges• Summary

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Procurement Staffing

COMPLIANCE/POLICY OFFICER

(Central Procurement)

PROCUREMENT MANAGERDavid E. Dale

PROCUREMENT CONSULTANT

Barry Miller

CONTRACT ADMINISTRATOR

Construction

David Paveglio

SR. CONTRACTS SPECIALIST

Major Equipment

George Woods

PRINCIPAL BUYEREquipment/Materials

Mike Canavan

PRINCIPAL BUYER Equipment/Materials

Frank Nemeth

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Acquisition Strategy

• NSLS-II Acquisition Strategy Document • In accordance with DOE Directive M 413.3-1• DOE Approved Procurement System

• NSLS-II Project Team includes:• Dedicated Procurement Manager• Dedicated procurement staff• Procurement quality support

• Use of Full and Open Competition with Qualified Sources to the maximum extent possible

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Procurement Strategy

Advance Procurement Planning

•Procurement Planning and Communication•Procurement forecast thru FY12 developed•Advance Procurement Planning (SNS model) Procurements over 100k or Risk Significant

•Procurement schedules include consideration for procurement methods and approval requirements

•Procurement schedule and status reports to track procurement activities (SNS model)

•Close Communication with Project and Technical Staff•Communication with Procurement Counterparts from other DOE Laboratories

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DOE Approval Requirements

• DOE-BHSO• Advance Notice for sole source procurements >

$100K• Buy American Act waivers > $100K• Procurements > $5M

• DOE- CH Procurements > $10M-25M• DOE-HQ Procurements > $ 25M

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Major Equipment Procurement

• Procurements Utilize Request for Proposal “Best Value” (RFP) Method• Specifications supported by Functional Requirements• Schedule and Contractor Performance - Integral Part of

Proposal Evaluation Criteria• Evaluation criteria developed through close coordination

with Control Account Managers• Procurements Publicly Announced on the FedBizOps

Website• Maximize competition• Develop New Sources

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Fiscal Year 07 Major Procurements

• Description Amount Award

• A/E Ring Bldg $11M 9/05/07

• C/M Agent $956k 9/12/07

• A/E Chilled Water $996k 9/12/07

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Fiscal Year 08 Major Procurements

• Description Amount RFP Award Comments

• Title III A/E Services 3.6M 5/08 9/08

• CM Construction 6.5M 5/08 9/08

• Site Preparation 1M 8/08 10/08

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Fiscal Year 09 Major Procurements

• Description Amount RFP Award Comments

• Ring Building 191M 10/08 2/09 FY 07 Planning

• Chilled Water 15M 10/08 3/09 FY 08 Planning

• Vacuum Chambers 14M 1/09 6/09 FY 08 Planning

• Storage Ring Mag 18M 2/09 8/09 FY 08 Planning

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Fiscal Year 10 Major Procurements

• Description Amount RFP Award Comments

• Linac 9.8M 10/09 10/10 FY 09 Planning

• SR Vacuum Pumps 7.9M 12/09 6/10 FY 09 Planning

• Compact Booster 17M 10/09 3/10 FY09 Planning

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Fiscal Year 11 Major Procurements

• Description Amount RFP Award Comments

• SR Corrector PS 6M 3/10 10/10 FY 10 Planning

• SR Multiple PS 4.9M 3/10 10/10 FY 10 Planning

• Process Water 4.8M 9/10 2/11 FY 10 Planning

• SR RF Cryogenics 4.8M 6/10 10/10 FY 10 Planning

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Fiscal Year 12 Major Procurements

• Description Amount RFP Award Comments

• Damping Wiggler 7M 9/11 2/12 FY11 Planning

• IV Undulator 7M 9/11 2/12 FY 11 Planning

• EPU 3.6M 11/11 2/12 FY 11 Planning

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Conventional Construction Schedule

• 10/07 A/E Delivers Title I • 10/07 Draft Request for Proposal (RFP) developed• 11/07 Draft RFP to DOE BHSO • 12/07 DOE Procurement Validation Review• 1/08 Recommendations incorporated• 2/08 Draft RFP issued to industry• 4/08-5/08 Industry Feedback• 8/08-9/08 DOE reviews /approves RFP and proposed contract• 10/08 RFP Issued • 2/09 Contract Award

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Procurement Challenges

FY 08• Establishing Advance Procurement Plans for FY 08

and 09• Site Clearing, Planned Award 10/08• Completion of A/E Design, Planned completion 8/08• General Construction Ring Building Planned RFP

10/08

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Summary

• Acquisition Strategy has been developed• Procurement Integrated into the Project Team

with dedicated Procurement Management • Procurement Staff in place• Advance Procurement Planning Process • Procurement schedule includes consideration

of procurement methods and required approvals

• Procurement Plan for critical path conventional construction established