Preparations for a Lehman Review

1
Preparations for a Lehman Review

• Elton Smith
• Hall D Collaboration Meeting
• Dec 11-13, 2003

2
Project acquisition process and CDs
DOE Order 413.3 (Initiated by the Office of the
Chief Financial Officer)
3
Project phases and federal budget
BRBudget Request, PEDProject and Engineering
Design Funds
4
Change Requests for G0 Experiment
Cost Cost Schedule Performance Approval
1 Minor, within WBS line item (lt5K or 1) float No impact Subsystem manager
2 Within subsystem contingency allocation (gt5k or 1) lt 1 Quarter delay of milestone Sub-system change not affecting subsystem performance or scope Above plus Project manager and Spokesperson
3 Within overall G0 contingency (gt100k or 10) gt 1 Quarter delay of milestone Subsystem change affecting subsystem performance but not G0 performance Above plus L. Cardman and Executive Committee
4 gt 1 Quarter delay of major project milestone Technical scope change, affects experiment capability Above plus Agencies
5
Lehman review gives CD-1 approval

• Review of entire 12-GeV project
• Cost
• Schedule
• Technical scope
• Prerequisites
• Acquisition plan
• CDR
• Preliminary project execution plan and baseline
  range
• Project data sheet for design
• Verification of mission need
• Preliminary hazard analysis report

6
Practically, CD-1 is an approval of

• CDR
• pCDR
• section on accelerator
• cost and schedule book
• Best preparation are the subsystem reviews that
  we are undertaking
• Cost and schedule will have to be covered
  (perhaps at a later stage)

7
BABAR Conceptual Design Review

• Combined a requirements review with their
  conceptual review
• Level for conceptual design was one level below a
  module
• WBS and preliminary cost estimate
• Interface document to other systems
• Grounding and shielding plan

Report of the Electronics Review
8
Are there any major items missing in the RD
list? Is the priority given to each appropriate?

• It is critical that the choices made in the
  readout architecture reflect requirements imposed
  by the physics and detector choices.
• Balance priority between design and prototyping

Report of the Electronics Review
9
A guess at the process

• Assess costs and schedule of 12-GeV upgrade
  project
• Adjust cost of project (accelerator and 4 halls)
  if outside the box
• Review scope in light of cost envelop
• Process will include PAC, similar to pCDR review
• Not clear at which point we will need to
  de-scope
• Conduct an internally commissioned review of
  project
• Based on outcome, schedule the DOE (Lehman)
  review of project

10
Impact of budget profile on schedule
11
Lab resources after CD-0

• Assignment of
• Budget
• Current staff
• Determine the speed with which CD-1 can be
  achieved

12
Manpower (JLab)
13
Nuclear Physics Projects