Procurement

1
Procurement

• Anthony Guadagni
• NSLS-II Procurement Manager
• March 25, 2009

2
Outline

• Procurement Staffing
• Procurement Strategy
• Advance Procurement Planning
• DOE Approval Requirements
• Administration
• Summary

3
Procurement Staffing

• Anthony Guadagni NSLS-II Procurement Mgr
• David Paveglio Deputy Manager
• George Woods Sr. Contract Specialist
• Francine Militscher - Sr. Contract Specialist
• Frank Nemeth Principal Buyer
• Roseann Callister Sr. Buyer
• Michele Barsalona-Orlando Staff Specialist

4
Procurement Strategy

• Advance Procurement Planning
• Close Communication between Procurement and
  Technical
• Staff
• Advanced Procurement Planning (APP) for
  Procurements over
• 100k or those designated Risk Significant,
  reviewed by Division
• Director and Procurement Manager
• Procurement Milestone Plans developed
• Procurement schedules include consideration for
  procurement
• methods (RFQ/RFP) and all approval
  requirements

5
Supplier Selection

• Selection Process
• Request for Quotations (RFQ)
• Pre-Qualified Sources with selection (award)
  based upon lowest responsive, responsible offer
• Request for Proposal (RFP)
• Best Value Procurement with selection based upon
  pre-established technical scoring criteria, price
  is a consideration however not scored, all
  factors considered

6
DOE Approval Requirements

• DOE-BHSO
• Advance Notice for procurements
• Firm Fixed Price gt 100K
• Cost Type any value
• Non-Competitive gt 100K
• Buy American Act waivers gt 100K
• Awards gt 5M-25M
• DOE- CH Awards gt 25-50M
• DOE-HQ Awards gt 50M

7
Administration

• Administration
• Post Award Team Effort
• Buyer/Contract Specialist
• Technical Representative
• Staff Specialist
• Program/Manufacturing Plans
• Milestone Schedules

8
Fiscal Year 09 Major Procurements

• Description Amount RFP
  Award Comments
• Magnets
• Quads 5M 04/15/09
  08/15/09 RFP To DOE 03/25/09
• Dipoles 4M 04/29/09
  08/15/09
• Sextupole 5M 05/13/09
  08/15/09
• Correctors 2M
  05/27/09 08/15/09
• Large Aperture 2M 06/10/09
  08/15/09
• Linac 8.5M
  06/10/09 10/14/09 Draft SOW
  in- process
• Booster 14.7M 10/29/09
  03/04/10
• Girder System 3M 12/11/09
  03/11/10

9
Storage Ring Vacuum System

• Description Amount RFP
  Award Comments
• Extrusions 50K Awarded
  Prototypes
• 02/17/09
• Cell Chamber 2.5M 06/16/09
  09/10/09
• Machining
• Cell Chamber .9M 05/29/09
  07/28/09
• ATLAS Flange
• APS Welding 1.7M Awarded
• 03/05/09

10
Storage Ring RF System

• Description Amount RFP
  Award Comments
• RF Power System 2.2M 06/03/09
  09/30/09
• RF Cavities 2M 01/04/10
  04/12/10

11
Summary

• Procurement fully Staffed
• Procurement Integrated into the Project Team with
  dedicated Procurement Management
• Advance Procurement Planning Process
• Acquisition Strategy has been developed
• Procurement schedule includes consideration of
  procurement methods and required approvals