Overview of 5YP process

1
Overview of 5YP process

• High level considerations
• The 2005- 2010 process
• Strategy 2010-2015
• Time line

Emphasis on process not plan substance
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Canadian strategy for Large scale science projects

• Ad Hoc

No centralized mechanism for evaluating,
promoting, managing large scale projects
TRIUMF/ CLS funded by different mechanisms
This is a result of history but also the result
that there is no centralized science policy or
vision
3
Funding agencies

• Federal government (direct)
• Provincial government
• Research councils
• NRC
• Trusts
• CFI
• Industry

4
Big science

• Various routes exist to fund scientific
  initiatives in Canada
• Large scale projects are often required to
  approach several funding agencies
• Often decision are made ad hoc
• There is a perceived need to take a more holistic
  view on how large projects are to be prioritized
  and supported
• Science advisor to Prime minister is setting up a
  procedure to advice the Cabinet on Large
  scientific projects
• Panel senior science administrators will review
  big science initiatives, having taken account the
  external experts view, make a recommendation to
  Cabinet concerning priorities.
• This will be in addition to the current
  administration of such initiatives
• If this new system is put in place by 2008 , then
  TRIUMF funding will be tensioned along with other
  major programs such as e.g. Research reactor,
  telescopes, genome initiatives etc.

5

Canadian Academies of Science Peter Nicholson
Appointed as 1st President of the Canadian
Academies of Science OTTAWA, Feb. 8 /CNW Telbec/
- Dr. Howard Alper, Chair of the Board of
Governors of the Canadian Academies of Science
(CAS), announced today the appointment of Dr.
Peter Nicholson as the first President of the
CAS. "Peter Nicholson is ideal for this
position," said Dr. Alper. "He brings a keen
intellect and profound understanding of how
science and government function in Canada thanks
to his vast experience in both sectors". Dr.
Nicholson, who until recently held the position
Deputy Chief of Staff for Policy in the Prime
Minister's Office, said that he is "anxious to
get on with the job of building the Canadian
Academies of Science and positioning the
organization as an essential voice for Canadian
science, both nationally and internationally". He
was one of the charter members of the Prime
Minister's National Advisory Board on Science and
Technology, established in 1987 by Brian
Mulroney, and the founding Chair of the Fields
Institute for Research in Mathematics. The CAS
Board of Directors established hiring procedures
to appoint the organization's first President,
which was done through an open, competitive
process conducted by an independent search
agency. The position was advertised nationally in
October 2005. The purpose of the CAS is to
provide expert and independent assessments of
science in the public interest. Its mandate is
two-fold 1. to provide a source of credible,
independent, expert assessment of the science
underlying pressing issues and matters of public
interest and 2. to provide a recognized, unified
voice for Canadians on behalf of the sciences,
particularly in international inter-academy fora.
About the Canadian Academies of Science The CAS
is an arm's length, not-for-profit organization
registered under the Canada Corporations Act. Its
founding members are RSC The Academies of Arts,
Humanities and Sciences of Canada, the Canadian
Academy of Engineering, and the Canadian Academy
of Health Sciences, which have agreed to work
together under the overall umbrella of the
Canadian Academies of Science. The CAS
complements and builds on the mandates of
existing science organizations and encompasses
the full, broad spectrum of the sciences. For
further information Mark Buzan, Thornley Fallis
Communications [phone] ext. 225,
buzan_at_thornleyfallis.com
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CAS questionnaire concerning perceived strengths
of Canadian science. CF chairs ?
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Activities over the period 2001-2005 for the
TRIUMF 2005/ 2010 plan
Activities up to peer review in Sept
2003 Activities after September 2003
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Initiation Process

• a) Sub-sets of the community met to discuss
  future planning.
• Groups have considered
• Neutrino physics
• Condensed matter
• Lower energy precision electroweak measurements
• Trapping
• Spectrometer for ISAC-II
• Medical applications
• ISAC developments
• I.P.P. evolved a plan for particle physics
  community
• c) All above guided by NSERC five year plan

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• I.P.P. Town Meeting in June 2002
• Town Meeting at TRIUMF held Sept. 21-22, 2002
  to bring discussion of all the proposals together

10

• TRIUMF FIVE-YEAR PLAN
• TOWN MEETING
• AGENDA
• September 21-22, 2002
• Day 1
• 900 920 Introduction A. Shotter
• Chair Alan Shotter
• 920-940 I.P.P. Overview R. Keeler
• 940-1000 ATLAS Computing M. Vetterli
• 1000-1020 Linear Collider D. Karlen
• 1020-1040 Neutrino Physics JHF A.
  Konaka
• 1040-1100 SNOLAB Underground Experiments
  D. Sinclair
• 1100-1140 Coffee
• Chair Jean-Michel Poutissou
• 1140-1200 KAON Physics D. Bryman
• 1200-1220 Theory B. Jennings

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• Chair Paul Schmor
• 1540-1600 Life Sciences A T. Ruth
• 1600-1620 Life Sciences B T. Ruth
• 1620-1640 Materials Science A J. Sonier
• 1640-1700 Materials Science B J. Brewer
• Day 2
• Chair Tom Ruth
• 900-920 LADD D. Bryman
• 920-940 TJNAF Program G. Lolos/W. van
  Oers
• 940-1000 Other Contributions
• 1000-1030 Coffee
• 1030-1130 General Discussion of Program
• 1130-1200 Discussion of Next Stage of Planning
• 1200 A.O.B.
• 1200 Lunch

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5YP Group set up

• Aim to produce a 1st draft plan by
  February 2003
• Considerations by
  group
• Science objectives
• Science presentation
• Resources needed
• a) capital costs
• b) manpower costs
• Continuation of vital skills at TRIUMF over
  period 2005-10.

• Initial information resource NSERC long range
  plan, documentation already produced by various
  sections of community plus Town Meeting
  information.
• Group members continuously interact with
  community to develop different aspects of plan
• Establish as soon as possible costing for the
  initial scientific objectives
• Early interaction with funding agencies for
  guidance of viability of financial implications
• Iteration of the program as needed

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The Planning Group

• Alan Shotter TRIUMF
• Jean-Michel Poutissou
• Ewart Blackmore TRIUMF infrastructure
• Richard Keeler I.P.P.
• Paul Schmor ISAC
• Gordon Ball Division of N.P.
• Jess Brewer Condensed matter
• Tom Ruth Life sciences
• Graeme Luke Users group
• Mike Vetterli 5-Year Planning Cttee
• (Deputy Chair)

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Time Schedule

• First meeting 14th October 2002
• Meeting every two weeks
• Aim for basic elements of plan by February 2003

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Five-Year Plan 2005-10 components

• Exploitation of ISAC-I
• ISAC-II completion
• Cyclotron refurbishing
• ISAC development
• Development of µSR program
• Completion of L.H.C. infrastructure
• Development of computing CERN analysis
• Development of Theory Group
• Contribution to design of linear collider
• Involvement of v-physics
• General infrastructure support (e.g., future
  KOPIO, SNO experiments, etc.)
• Life sciences
• Technology Transfer
• Outreach

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What was produced, and for whom ?
Review document 1998-2003 Peer
review Plan 2005-2010
Peer review Brochure
NRC other scientists2 pager
Politicians bureaucrats
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Activities after Peer review September 2003
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Peer Review September 2003 ACOT Review November
2003 ACT Presentation of plan February 2004 (
Ind Can, NRC, NSERC) NRC Presentation February
2004 NRC meeting in June General election end of
JUNE Several other NRC meetings of executive
committee of council MC finalized October ?
passed Government Continuous lobby activates
directed to NRC and MPs/Ministers ( Many people
have contributed here)
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• Lobbying activities by Board members to All
  Cabinet Ministers and local MPs
• Meetings
• Chief of Staff to Deputy
  Prime minister
• Minister Raymond Chan
• Senator Jack Austin
• Advisors to Stephen Owen,
  David Emerson
• Chief of Policy Western
  Diversification
• 5 BC Ministers Advisors
  Visit TRIUMF
• Letter from University Presidents to Ministers
• Letters from Industrial Partners to Ministers
• Letter from CERN DG to Ministers --- Quotes in
  MC to Cabinet
• Contact with opposition spokesperson for Industry
  Ministry
• Contact with Special Advisor ( Peter Nicholson)
  PMO
• Contact with Secretary to Cabinet
• Contact with Clerk of Privy council
• TRIUMF/ MDS Synergy award no papers picked this
  up Publicity sheet to Ministers
• CAP lobbying

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• Domestic affairs cabinet meeting early December
  2004 TRIUMF decision
• Brief interaction with Ministers Emerson, Owen,
  and Chan, after Cabinet meeting - indicates
  TRIUMF was well received in meeting
• A person who was an observer at Cabinet meeting
  reports that TRIUMF resonated well
• Pan Canada
• Strong
  International Connections
• Leading Facilities
• Technology
  Transfer
• Indirect Message Cabinet agrees to 250M
  Allocation for TRIUMF

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Interaction with advisors in Finance Department
and Prime ministers office in January indicated
TRIUMF was still on the agenda but many
pressures in budget and new items coming up -
e.g. Genomics, Astronomy
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The Tri-University Meson Facility (TRIUMF)  
Budget announcement
TRIUMF is Canadas premier national laboratory
for nuclear and particle physics research. It is
located at the University of British Columbia,
and is managed as a joint venture by six full
member universities and six associate member
universities. TRIUMFs position as a world-class
facility enhances Canadas contribution to global
physics research, and enables Canadian scientists
to participate in international research programs
such as the European Organization for Nuclear
Research (CERN). In addition to fundamental
research in subatomic physics, work at TRIUMF
contributes to scientific advances in fields such
as medical imaging and therapies, materials
science, and the life and environmental sciences.
Over the years, TRIUMFs collaboration with
industry partners has resulted in scientific
breakthroughs in the management and treatment of
cancer, and imaging using in the treatment of
cardiac and neurological disorders. To support
TRIUMFs five-year research plan for the period
2005-2010, Budget 2005 provides new funding of
126 million over five years. In combination
with existing resources of 96 million from the
National Research Council of Canada (NRC), this
will result in total funding of 222 million for
TRIUMF over the next five years. This investment
will enable TRIUMF to remain a leader in particle
physics research, through the expansion and
enhancement of its new Isotope Separator and
Accelerator (ISAC-II). 
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• ACS meets with officials in Finance department
• Cabinet decisions have to be
  balanced into a total financial
  picture, most items cut
  back
• Seek alternative funding
  CFI
• Could come back in next
  budget
• ACS meets with Arthur Carty
• He has meet with Ralph Goodale problems
  due to shortfall
• Correspondence finance and NRC about CFI
  funding
• TRIUMF successful with CFI funding eg
  KOPIO why not other components?
• Could go back in next budget to get
  supplementary funding but opens up door .
  to other supplementary requests.
• ACS meets with Pierre Coulombe
• Finance numbers seem random
• Push the international problem Data
  hub

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TRIUMF changing route
2005-2010 Federal provincial CFI
2000-2005 Federal provincial
?
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Two main projects seeking extra funding
CERN/ TRIUMF data hub
Second ISAC production target line
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CFI proposal

• CFI Data hub application-
• Total cost 23.0M
• Budget CFI contribution
  10.5M
• Vendor contribution
  8.50M
• Remaining matching
  4.0M

April 18th 2006 CFI announces 10.5M award
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CFI pending applications

• Life science Biomarkers in Functional imaging
  centre
• UBC/ BCCA/ SFU TRIUMF
• 13.5M
• New building for
  radiochemistry labs
• Relocating TR13
• CFI expert review 8th
  June
• Decision November 2006
• MuSR Muon Beam line for Molecular and Materials
  Science at TRIUMF
• SFU/ TRIUMF 10
  universities
• 6M
• Complete refurbish M20
• LADD-2 Laboratory for Advanced Detector
  Development
• UBC/ Montreal/
  Sherbrooke/ Carleton
• 5.4M
• Developing Advanced
  Detectors for basic research, astronomy,
  medical research .

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Second ISAC production target line
Other funding routes are being considered
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What approach should be taken for the 2005 2010
budget?
Assume big science not in place Construct plan
assuming no CFI contributions ( CFI might not be
in existence)
A) Construct plan
B) Communication/ Lobby
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TRIUMF 2010/15 plan ? way forward ?

• New long range plan
• Form sub groups to review different areas
• Overview group representatives from different
  areas to construct overall plan
• Remit of sub -groups
• Remit of overview group

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Subgroups ?
Cyclotron future planning for 2015-2020 ISAC
and related science Materials and molecules
science ATLAS science CERN data centre Life
sciences External experiments current and
possible future developments Accelerator
technology Tech transfer Other communities
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Timeline

• Suggested
  timeline
• Sub groups form by end September 2006
• Groups meet September 2006 to June 2007
• Town meeting July 2007
• Overview group takes subgroup input town
  meeting
• Draft plan by overview group November 2007
• ACOT input November 2007
• Town meeting December 2007 review draft plan
• ACOT input May 2008
• Final plan ready by July 2008
• International review of TRIUMF October 2008
• NRC presentation early 2009
• Government considers fall 2009

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Communications

• Essential part of the whole process for
  continuing funding
• In the eyes of the federal government TRIUMF is
  still seen as a sunset project ? therefore
  continuing message of its vitality
• Especially important since the ad hoc nature of
  funding
• Funding for TRIUMF will complete with other large
  scale projects an increasing number
• Many targets to communicate with a priority
  ranking should be identified for the different
  groups and resources distributed according this
• The communication campaign should be a continuing
  process
• This is a community undertaking not just one or
  two people

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I) Astronomers as a community have been very
effective ? support of amateur astronomers
II) ILC forming strong communications network
Global as well as regional
At Vancouver GDE meeting, communications high on
the agenda Minimum time scale for ILC is 10 years
Interactions group joining of many particle
physics laboratories to promote particle physics
-IPP/ TRIUMF are members
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Communication strategy

• Identify target audiences
• What is the message
• (Message should be same for all groups
  but said in different ways)
• Identify Mechanisms for delivery
• Identify clearly if expecting follow-up from
  targets
• Different sections of the community should be
  involved

Form a communication group to plan and execute a
strategy ? the formation of this group should be
discussed by users group
TRIUMF, IPP, NP division, users group Group
should be formed by Autumn 2006
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Goals for this users meeting

• Discuss the planning procedure
• ? aim to make some recommendations
• (Sub groups? Overall planning group? Remit
  for groups)
• Discuss time milestones for activities
• ? Aim to make recommendations
• Discuss communication strategy
• ? Set up a communication group
• ( first job? prioritize targets, message
  , delivery, community involvement, time
  milestones, )
• For above, discuss interactions between TRIUMF,
  IPP, DNP and users group

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TRIUMF 5-YEAR PLAN, 2005-10
Target
Actual

• Draft plan April 2003 same
• Presented to ACOT May 2003
  same
• NRC Peer Review September 2003 same
• Presented to NRC Council October 2003
  February 2004
• Presented to Cabinet Early 2004
  December 2004
• Budget announcement
  February 2005
• Budget passed
  July 2005

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Goals for this users meeting
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LHC Grid
les.robertson_at_cern.ch