Caterpillar, ASCO and Trystar Items

Form / Attachment / Pricing Sheet

This document outlines the "Terms & Conditions" for Purchase Orders related to Commercial Products & Services under the Simplified Acquisition Threshold (SAT). It establishes the contractual framework between the Company (UT-Battelle, LLC) and the Seller for such procurements.

• Definitions: Defines key terms like Government, Company, Seller, Agreement, Procurement Officer, and Product.
• Order of Precedence: Specifies how to resolve inconsistencies between different parts of the agreement.
• Entire Agreement: States that these terms, along with the Purchase Order face, constitute the complete agreement.
• Communication: Clarifies the Seller's lack of direct privity with the Government.
• Warranty and Inspection: Details warranties for goods and services, including conformity and freedom from defects.
• Shipping Terms: Mandates that delivery drivers must be U.S. citizens for deliveries to DOE laboratories like ORNL.
• Electrical Equipment: Requires electrical equipment to be listed by a nationally recognized testing laboratory (NRTL) or field evaluated.
• Payment: Directs suppliers to use the Ariba Network for payment information.
• Compliance with Laws: Requires the Seller to comply with all applicable laws and regulations.
• Termination: Outlines conditions for termination by the Company for convenience or default.
• Excusable Delay: Defines conditions under which nonperformance may be excused.
• Access: Requires compliance with DOE facility rules if access is granted.
• Changes: Specifies that only the Procurement Officer can authorize changes.
• Insurance and Indemnity: Mandates Seller maintain insurance and indemnify the Company.
• Information Technology: Requires adherence to IT security policies and requirements.
• Gratauties: Prohibits offering gratuities to Company employees.
• Incorporation by Reference: Lists various FAR and DEAR clauses that are incorporated into the agreement.
• Protection of Personally Identifiable Information (PII): Details requirements for handling PII, including security safeguards, incident reporting, and insurance.

This document is crucial for any vendor responding to an opportunity that involves the purchase of commercial products or services under the SAT. It details the mandatory terms and conditions that will govern the resulting purchase order, including warranties, delivery requirements, compliance obligations, and data protection. Bidders must review these terms to understand their contractual obligations and ensure they can comply before submitting a proposal.

Form / Attachment / Pricing Sheet

This document, titled "PRIME SUPPLEMENTAL FLOWDOWN DOCUMENT," outlines additional terms and conditions that UT-Battelle, LLC, as the prime contractor, will flow down to its subcontractors and purchase orders under Prime Contract No. DE-AC05-000R22725. It incorporates mandatory U.S. Government regulatory and customer obligations from Oak Ridge National Laboratory's contract with the Department of Energy (DOE).

• The document lists numerous Federal Acquisition Regulation (FAR) and Department of Energy Acquisition Regulation (DEAR) clauses, along with specific DOE directives.
• Each clause is presented with its identifier, effective date, and a brief description of its applicability, often tied to contract value thresholds or specific types of procurements (e.g., construction, IT, R&D).
• It specifies that in case of conflict between this document and other terms, the version in this document takes precedence.
• It clarifies that "Contractor" refers to the Seller, "Government" refers to Company and/or Government, and "Contracting Officer" refers to the Company's Procurement Officer.
• The document is organized by applicability to different types of subcontracts and procurements, including those over certain dollar thresholds, construction, services, IT, real estate, and specific programs like ITER and nuclear materials.

Potential bidders should review this document to understand the mandatory flow-down clauses and terms that will be incorporated into any subcontract or purchase order issued under the prime contract. This includes understanding various regulatory, ethical, security, and performance requirements that will apply to their work, as well as any associated thresholds and conditions for their applicability.

Form / Attachment / Pricing Sheet

This document, "Attachment C - Bill of Materials - PR473365.pdf", appears to be a Bill of Materials or a pricing sheet associated with a solicitation (RFP473365). It lists specific equipment required for the opportunity.

• Item Descriptions: Includes a Caterpillar diesel generator, an ASCO automatic transfer switch, a Trystar manual transfer switch, and a load bank with control panel.
• Part Numbers & Manufacturers: Specific part numbers and manufacturers are provided for most items (Caterpillar Inc., ASCO Power Technologies, Trystar, Inc.).
• Quantity: The quantity for each item is listed as 1.
• Pricing Information: Fields for Unit Price, Total Price, and Lead Time are present but are blank, indicating that this is a template for bidders to fill in their pricing.

This document is crucial for bidders as it details the specific equipment that must be quoted. Bidders will need to use this attachment to provide their pricing for each listed item, which will likely be a significant factor in proposal evaluation.

Form / Attachment / Pricing Sheet

This document, "Representations and Certifications - Abbreviated," is a form that potential offerors must complete and submit as part of their proposal. It requires the offeror to make specific representations and certifications regarding their business status, compliance with federal regulations, and other relevant factors.

• 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 about manufacturers and commodity categories if applicable.
• Buy American Act: Certification regarding the origin of end products (domestic vs. foreign) and listing of any foreign end products.
• Child Labor: Certification regarding knowledge of child labor for listed end products, with options to certify non-supply or good faith effort to determine.
• Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment (FAR 52.204-25): Representation regarding the use of covered telecommunications equipment or services.
• Conflict of Interest: Certification regarding organizational or personal conflicts of interest, and disclosure of any relevant facts or circumstances.
• Payments to Influence Federal Transactions: Certification regarding payments made to influence federal transactions (applicable if offer exceeds $200,000).
• Employee Concerns Program and Differing Professional Opinion Process: Acknowledgment and notification requirements for employees regarding these programs.
• Business Size Certification: Offeror must certify their status as a small business, veteran-owned small business, service-disabled veteran-owned small business, 8(a) business development, small disadvantaged business, women-owned small business, or HUBZone small business, and provide the relevant NAICS code and size standard.

Completion of this form is mandatory for all offerors. The certifications and representations made herein are critical for the government's evaluation of the offeror's compliance with federal regulations and their eligibility for award. Failure to accurately complete or submit this form may result in disqualification or adverse administrative actions.

Solicitation / RFP / RFQ

This solicitation is for the procurement of a CATERPILLAR C7.1 DIESEL-FUELED ENGINE GENERATOR SET (150KW STANDBY, 480V) with an AUTOMATIC TRANSFER SWITCH (ASCO 300 SERIES, 3 POLE, SOLID NEUTRAL, 480V, 230A, NEMA 3 ENCLOSURE), a MANUAL TRANSFER SWITCH DOCKING STATION (200AMP, 480V), and a 150 KW AT 480 VAC, 3-PHASE, 60HZ, STATIONARY, OUTDOOR NEMA 3R RESISTIVE LOAD BANK, UL LISTED, 25 KW LOAD STEP RESOLUTION NEMA 4 Remote Control Panel, Gravity Louver, Automatic Load Level Controller, and Control Power Transformer. An award will be made based on the lowest priced, technically acceptable proposal.

• One (1) CATERPILLAR C7.1 DIESEL-FUELED ENGINE GENERATOR SET (150KW STANDBY, 480V)

• One (1) AUTOMATIC TRANSFER SWITCH (ASCO 300 SERIES, 3 POLE, SOLID NEUTRAL, 480V, 230A, NEMA 3 ENCLOSURE)

• One (1) MANUAL TRANSFER SWITCH DOCKING STATION (200AMP, 480V)

• One (1) 150 KW AT 480 VAC, 3-PHASE, 60HZ, STATIONARY, OUTDOOR NEMA 3R RESISTIVE LOAD BANK

• NEMA 4 Remote Control Panel with 25 KW LOAD STEP RESOLUTION

• Gravity Louver

• Automatic Load Level Controller

• Control Power Transformer

• Domestic equivalents of the specified items are acceptable.

• Contract Type: Firm Fixed Price

• Anticipated Subcontract Period of Performance: To Be Determined

• Offer Validity Period: 120 days

• Proposals must include a firm fixed price quote with the proposed delivery schedule.

• Offerors must provide a completed and signed copy of the Abbreviated Representations and Certifications (BSD-CS-2260, dated 03/09/2026).

• Any exceptions taken to the terms and conditions must be explained, including reasons for non-compliance and alternate solutions. Failure to provide an "Exceptions/Non-Compliance" section or stating "no exceptions are taken" implies acceptance of all terms.

• Evaluation will be based on the lowest priced, technically acceptable proposal.

• Questions are due by 06/17/2026 at 4:00 PM EST via email.

• Proposals are due by 06/19/2026 at 4:00 PM EST via email.

• Small Business Set-Aside: No

• NAICS Code: 335313 - Switchgear and Switchboard Apparatus Manufacturing

• FAR 52.211-6 Brand Name or Equal applies.

• The following RFP Attachments and Special Provisions apply: Attachment A (ORNL Terms and Conditions), Attachment B (Prime Contract Flowdowns), Attachment C (Bill of Materials), and Attachment D (Representations and Certifications).

• Procurement Representative: Brittanie Mack-Brewster (mackbrewstbc@ornl.gov)