Information Day on F4E-OFC-0905 Provision of Manufacturing Engineering Support for the Diagnostics Systems Technical Scope

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1 Information Day on F4E-OFC-0905 Provision of Manufacturing Engineering Support for the Diagnostics Systems Technical Scope Sandra Julià Technical Project Officer April 18th 2018

2 Introduction ITER Diagnostics The purpose of plasma diagnostics is to measure plasma and first-wall parameters. They provide essential information to: protect the machine from damage allow the plasma to be controlled understand and optimize the plasma Diagnostics use a very wide range of techniques - Every diagnostic is a complete system: frontend (optics/antenna), transmission lines (optical, waveguides), back-end (electronics) F4E contributes to about 25% of overall ITER diagnostics 2

3 Introduction The design of the EU Diagnostics is being conducted under Framework Partnership Agreements (FPAs) by European Fusion Laboratories (EFLs) covering the design activities to completion of final designs. Most of the Diagnostics are currently under preparatory design stage and they are approaching the subsequent phases of the design. Therefore, manufacturing engineering support during the preliminary and final design phases will be essential in order to ensure the designs meet the manufacturing requirements while they can be manufactured within cost and schedule. F4E aims to sign a framework contract with an engineering company with expertise in manufacturing of complex scientific equipment, who will complement the manufacturing engineering works performed by the EFLs. 3

4 Aim of the Contract The aim of this Contract is to, via a series of Specific Contracts, provide manufacturing engineering support during the design phase up to build-to-print designs, this involves assessment of the Diagnostics design works in terms of manufacturability (to codes and standards), costs and risks, and provision accordingly of expert guidance to F4E during preliminary and final design works, and provision of support on the production of the build-to-print design specifications of the Diagnostics, with the design documentation developed under the FPAs as input data encompassing production of build-to-print drawings and refinement of bill of materials and manufacturing specifications, to obtain a detailed and robust documentation package for the procurement of the Diagnostics. NOTE: This framework contract replaces F4E-OMF-0666 which was cancelled before signature. It is noted that the scope of work for the present framework contract is the same as for F4E-OMF excluding the in-sourcing activities, which will be covered by F4E-OMF

5 Scope of services Provision of industrial expertise Provision of the following services, as required to support F4E and the EFLs, during the Diagnostics designs works, the Preliminary Design Reviews, the Final Design Reviews and the resolution of corresponding chits: Thorough review and understanding of the available technical documentation of the Diagnostics Critical assessment of the current designs and solutions, from an industrial perspective, including e.g. manufacturability and inspectability studies; evaluation of compliance of the manufacturing and qualification & testing plan with applicable codes and standards; tolerance studies of sub-assemblies and final assemblies; evaluation of compliance with nuclear licensing regulations; cost of fabrication; risk analyses; Provision of findings on the potential issues of current designs affecting the manufacturing and assembly phases. When necessary, identification and justification of new best value technological conceptual proposals. Evaluation of manufacturing feasibility by means of codes and standards and engineering analysis (FEM, CFD, etc.). Provision of a risk assessment identifying risks affecting the manufacturing and assembly phases. Provision of a detailed cost breakdown of the designs. Active participation to technical meetings by providing expert guidance on manufacturing aspects. Participation to design reviews by supporting F4E and the EFLs with the justification of the manufacturability of the systems according to requirements. Provision of initial solutions and action plans for the resolution of chits associated to manufacturing raised during design reviews. Support on the follow-up of design works. 5

6 Scope of services Production of build-to-print drawings Provision of the following services, as required to support the FDRs, the resolution of FDRs chits, and the preparation of necessary technical documentation for the procurement of the Diagnostics: Thorough review and understanding of the available technical documentation of the Diagnostics. Identification of technical issues, missing or inadequately defined technical information on the available 3D models, bill of materials and 2D drawings affecting the manufacturing and assembly phases. Production of a justified proposal of modifications on the available 3D models, bill of materials and 2D. Upon F4E s approval of the proposed modifications, refinement of available 3D models, bill of materials and 2D drawings. Production of the missing 3D CAD files, from the existing 3D models, ensuring that for each sub-part to be manufactured a CAD file at the level of detailed design maturity in ENOVIA exists and it is consistent with the assembly sequence and free of interferences. Refinement of the bill of materials clearly identifying, as minimum, all the components, materials, standards parts and purchase accessories references. Production of the set of missing 2D drawings necessary for the procurement of the Diagnostics from the 3D models, containing all the necessary views and sections for components details and assemblies description, defining fully and clearly the manufacturing and assembly requirements. of the systems 6

7 Scope of services Refinement of manufacturing specifications Provision of the following services, as required to support the FDRs, the resolution of FDRs chits and the preparation of necessary technical documentation for the procurement of the Diagnostics: Thorough review and understanding of the available technical documentation of the Diagnostics systems and components subject to this Contract. Identification of technical issues, missing or inadequately defined manufacturing requirements on the available manufacturing specifications impacting the manufacturing and assembly phase. Production of a justified proposal of modifications on the available manufacturing specifications ensuring its clearance, completeness, accuracy, understandably, usage of best practices and compliance with applicable codes & standards (e.g. definition of missing manufacturing requirements for UHV compatibility, changes needed in the test plan in order to comply with the applicable codes & standards, etc.). Upon F4E s approval of the proposed modifications, refinement of available manufacturing specifications. 7

8 Main requirements Resources Each individual, deployed under the Specific Contracts, shall fall in one of the staff categories identified in technical specification; and shall comply with the corresponding requirements in terms of minimum qualifications and experience. F4E will specify in each Specific Contract the staff categories required for each case. The Supplier shall, foreach of the staff categories required in each Specific Contract, Identify one (or more) individual(s) by providing name and contact details. Attach the Curriculum Vitae of the proposed individual(s). And a compliance matrix clearly demonstrating compliance with the applicable requirements defined for the specified staff category by describing the experience and qualifications of the individual(s). The Supplier may exceptionally require replacement of one or more of the individuals deployed under the Specific Contract(s). In such case, the proposed replacement individual shall meet all applicable requirements (i.e. as the individual to be replaced) and the supplier shall follow the process described in Management specification: 8

9 Main requirements Quality and safety Classification The Quality Level of the deliverable(s), as defined in the Quality Classification, is CLASS 1. The elements/components/services that are the subject of this specification are categorised as: (ii) Protection Important Component / Protection Important Activity / Safety Relevant / Non Safety Relevant The specific category of elements/components/services will be specified in each specific contract. Safety and regulatory requirements In case the Contractor has to work on Protection Important Component, Protection Important Activities and/or Technical control of PIAs, it will be specified in the corresponding Task Description. In such a case, all the relevant nuclear safety requirements and the safety related documents (listed here below) will be transmitted to the Contractor via the Task Description. Those requirements include ensuring a correct propagation of and compliance with the PIC and PIA defined requirements, making sure that only personnel suitably qualified and experienced for the tasks to be undertaken is used, guaranteeing that traceability is respected; making certain that a proper technical control of PIAs is done and ensuring control and supervision of the supply chain. 9

10 Main requirements To avoid possible distortion of competition 10

11 Boundaries The Contract excludes The design of the Diagnostics themselves which is being conducted by European Fusion Laboratories (EFLs) under Framework Partnership Agreements (FPAs). The procurement of any hardware. Additional boundaries will be defined by F4E in each Specific Contract as appropriate. 11

12 Items supplied by F4E F4E will supply the necessary inputs for the supplier to provide the required services under the Specific Contracts, by providing the design documentation packages produced under the FPAs encompassing the designs of the Diagnostics listed in Section , including e.g. 3D CAD models of the different systems; 2D drawings of the main views identifying critical tolerances and materials; input material for the specifications and tests; etc. providing access to the relevant protected background IP assets (e.g. patents), necessary for the use of the provided documentation in order to carry out each specific contract and only for the purpose of fulfilling the Specific Contracts. providing means to access the sources of necessary advise; e.g. communication channels with the designers of the Diagnostics; and providing necessary additional input data itself (e.g. Design Description Document, relevant technical reports, etc.). F4E will not provide: Any access to any protected background IP assets other than those stated above. Any access to scientific journals, codes & standards, or any other publications. Any software. Nor any license. 12

13 Software The following software tools shall be used for the execution of Specific Contracts: CAD system: Dassault Systems CATIA v.5, including Mechanical and Equipment&Systems modules. ENOVIA Q-checker Scheduling: PRIMAVERA P6 Project Management Release

14 Indicative schedule tendering phase Published call for tender Preparation of proposals by tenderers Submission of tenders Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 Jan-19 Evaluation of tenders Preparation of contract adjudication (IRP) Signed award decision Contract preparation Signature of contract Negotiation and and signature of first task order 14

15 Technical selection criteria Technical and professional capacity Criterion 1 Individuals Prove that 16 individuals presently employed by the tenderer are compliant with the minimum qualifications and experience requirements specified in the Technical Specification. Criterion 2 Services Proven experience in providing services in several fields of expertise required during the execution of the framework. 15

16 Technical award criteria Technical Proposal 1. A detailed description of how the tenderer will proceed from the review of the available design documentation of the systems up to the provision of the Build-To-Print design specifications clearly demonstrating its fitness for purpose. 2. A detailed description of key provisions and processes proposed by the tenderer to guarantee the accuracy of the Build To Print design specifications (including 2D drawings, bill of materials and manufacturing specifications). 3. A detailed description of how the tenderer will proceed for the provision of industrial expertise clearly demonstrating its fitness for purpose. 4. A detailed organizational structure proposed for this contract demonstrating its efficiency and fitness for purpose. 5. A meaningful preliminary version of the System Compliance part of the Quality Plan, describing in detail the tenderer s quality management system. 16

17 Summary F4E aims to sign a framework contract with an organisation offering engineering services with expertise in manufacturing of complex scientific equipment, who will complement the manufacturing engineering works performed by the EFLs Complexity of the systems and the environment require continuity of the team involved in the project, so we expect to work with a stable core team for the whole duration of the contract The organisation will be part of the Diagnostics team, so that a proactive and collaborative approach is expected We expect to work with a organisation fully committed to achieve the F4E objective: obtain build-to print designs in compliance with applicable requirements that can be manufactured within cost and schedule baseline 17

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