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

2. 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

3. 3 BROOKHAVEN SCIENCE ASSOCIATES Procurement Staffing

4. 4 BROOKHAVEN SCIENCE ASSOCIATES 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

5. 5 BROOKHAVEN SCIENCE ASSOCIATES 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

6. 6 BROOKHAVEN SCIENCE ASSOCIATES 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

7. 7 BROOKHAVEN SCIENCE ASSOCIATES 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

8. 8 BROOKHAVEN SCIENCE ASSOCIATES 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

9. 9 BROOKHAVEN SCIENCE ASSOCIATES 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

10. 10 BROOKHAVEN SCIENCE ASSOCIATES 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

11. 11 BROOKHAVEN SCIENCE ASSOCIATES 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

12. 12 BROOKHAVEN SCIENCE ASSOCIATES 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

13. 13 BROOKHAVEN SCIENCE ASSOCIATES 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

14. 14 BROOKHAVEN SCIENCE ASSOCIATES 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

15. 15 BROOKHAVEN SCIENCE ASSOCIATES 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

16. 16 BROOKHAVEN SCIENCE ASSOCIATES 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