LUSI
PROJECT BUDGET
AND SCHEDULE STATUS
Thomas Fornek
LUSI Project Manager
June 8, 2009
LCLS FAC
June 8, 2009
1
1
T. Fornek
tomf@slac.stanford.edu
Outline
Project Status
Funding, Obligations & Costs
Cost and Schedule Performance
Contingency & EAC
Milestones & Critical Path
Procurement Status
Risk Management
Summary
LCLS FAC
June 8, 2009
2
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T. Fornek
tomf@slac.stanford.edu
LUSI Cost Baseline
LCLS FAC
June 8, 2009
Baseline
Oct 2008
February
2009
Base Cost (BCWS)
$42.10 M
$42.37 M
Contingency
$13.00 M
$12.73 M
TEC
$55.10 M
$55.10 M
OPC
$4.90 M
$4.90 M
TPC
$60.00 M
$60.00 M
3
3
T. Fornek
tomf@slac.stanford.edu
LUSI ARRA Modified Funding Profile
ARRA Modified Profile Moves FY10-FY12 Funds into FY09
LUSI Funding Profile (AYM$) With ARRA Funds
Prior
Yrs
FY07
FY08
FY09
FY10
FY11
FY12
Total
Pre ARRA
0.50
6.00
15.00
15.00
13.50
5.10
55.10
MIE
0.50
6.00
15.00
0
0
0
21.50
33.60
MIE (ARRA)
OPC
3.40
1.50
Total
3.40
2.00
33.60
4.90
6.00
48.60
0
0
0
60.00
Still waiting for $7.6M of FY09 Funds
Total received in April, 2009
LCLS FAC
June 8, 2009
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T. Fornek
tomf@slac.stanford.edu
Project Status (1)
LUSI Baseline Performance (through Apr09)
TPC = $60M (MIE = $55.1M, OPC = $4.9M)
CD-4 = August 2012
TPC >26% Complete, TEC >18% Complete
Contingency on MIE = $11.8M
33.2% on remaining work
OPC is complete
$50K remaining for close-out
Most recent added scope to enhance LUSI science
program
Large Offset Monochromator for XPP
Focusing lens for CXI
LCLS FAC
June 8, 2009
5
5
T. Fornek
tomf@slac.stanford.edu
Project Status (2)
Design Completion
XPP Instrument Design through FIDR
CD-3 Ready
CXI Instrument
FIDR held June 3
CD-3 Ready Now - Solid Instrument Configuration
XCS Instrument FIDR June 17
90% CD-3 Ready Now - Instrument configuration is solid
Diagnostics and Common Optics Design
90% CD-3 Ready Now
Harmonic Rejection Mirror PDR June 15
Controls and Data Acquisition
100% CD-3 Ready Now
Inherited Designs from LCLS comprise many items
LCLS FAC
June 8, 2009
6
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T. Fornek
tomf@slac.stanford.edu
Project Status (3)
DOE-IPR Status Review Report from April Received
Responses have been prepared to the report recommendations
Preparing for the July 15, 2009 CD-3 Review
Held in Germantown
LUSI PM, Instrument Scientists and Controls Rep to travel
Working on the second part of the Baseline Change to
incorporate ARRA effects into the baseline
Still need to incorporate two L2 milestones into schedule and
adjust schedules appropriately (Waiting on TCCC)
First month of reporting on ARRA accounts has been
completed
Some corrections are needed to the baseline – These will be
incorporated in May
LCLS FAC
June 8, 2009
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T. Fornek
tomf@slac.stanford.edu
April Status
SLAC Linear Accelerator Center
Menlo Park, California
LUSI Cost/Schedule Status Report (April 2009)
Date:
6/1/2009
Performance Data
WBS[2]
Cumulative to Date
Actual
Budgeted Cost
Cost
Variance
Work
Work
Work
Schedule
Cost
Scheduled
Performed
Performed
At Completion
Budgeted
Latest
Revised
Estimate
Indices
Variance
SPI
CPI
1.1 PROJECT MANAGEMENT
2,353,987
2,353,987
2,265,241
0
88,746
4,955,382
4,896,892
58,490
1.00
1.04
1.2 X-RAY PUMP PROBE (XPP)
2,167,147
2,078,757
2,066,028
-88,390
12,729
5,728,269
5,680,774
47,495
0.96
1.01
1.3 COHERENT X-RAY IMAGING (CXI)
1,249,718
1,246,825
1,041,390
-2,893
205,435
9,890,267
9,913,328
-23,061
1.00
1.20
911,719
819,441
836,065
-92,278
-16,624
6,995,690
7,056,112
-60,422
0.90
0.98
1,213,822
1,203,493
1,191,269
-10,329
12,224
8,311,095
8,541,527
-230,433
0.99
1.01
516,891
504,095
514,934
-12,796
-10,839
7,223,124
7,259,346
-36,223
0.98
0.98
0
0
0
0
0
0
0
0
0
0
0
43,103,826
43,347,980
-244,154
11,996,174
11,752,020
244,154
0.98
1.04
1.4 X-RAY CORRELATION SPECTROSCOPY
(XCS)
1.5 DIAGNOSTICS & COMMON OPTICS
1.6 CONTROLS AND DATA ACQUISITION
Gen. and Admin.
Undist. Budget
Sub Total
8,413,284
8,206,598
7,914,927
-206,685
291,671
Management Resrv. (MIE)
Total MIE
8,413,284
8,206,598
7,914,927
-206,685
291,671
55,100,000
55,100,000
0
2.0 Other Project Costs (OPC)
4,851,861
4,851,861
4,851,861
0
0
4,851,861
4,851,861
0
48,139
48,139
0
Management Resrv. (OPC)
Total OPC
Sub Total (MIE+OPC)
4,851,861
4,851,861
4,851,861
0
0
4,900,000
4,900,000
0
13,265,145
13,058,459
12,766,788
-206,685
291,671
47,955,687
48,199,841
-244,154
12,044,313
11,800,159
244,154
60,000,000
60,000,000
0
Total Management Reserve
Total Project Cost (TPC)
LCLS FAC
June 8, 2009
13,265,145
13,058,459
12,766,788
-206,685
8
291,671
8
T. Fornek
tomf@slac.stanford.edu
Project Performance April Actuals
LUSI MIE Project
Actual Cost of Work Performed
WBS Level 2
Non-ARRA
Total
1.1 PROJECT MANAGEMENT
$2,237,907
$27,334
$2,265,241
1.2 X-RAY PUMP PROBE (XPP)
$2,056,925
$9,103
$2,066,028
1.3 COHERENT X-RAY IMAGING (CXI)
$954,315
$87,074
$1,041,390
1.4 X-RAY CORRELATION SPECTROSCOPY (XCS)
$784,255
$51,810
$836,065
$1,169,522
$21,748
$1,191,269
$486,563
$28,371
$514,934
$7,689,488
$225,440
$7,914,927
1.5 DIAGNOSTICS & COMMON OPTICS
1.6 CONTROLS AND DATA ACQUISITION
Total
LCLS FAC
June 8, 2009
ARRA
9
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T. Fornek
tomf@slac.stanford.edu
Project Performance
April 2009 Performance
Total Project Cost (TPC)
AYK$
$60,000
Planned % Complete (MIE)
19.4%
Actual % Complete (MIE)
18.1%
Total Estimated Cost (MIE)
$43,108
Cost and Commitments to Date (MIE)
$7,915
Estimate at Complete (MIE)
$43,348
Work Remaining (MIE)
$35,433
MIE Remaining Management Reserve (Based on EAC)
$11,752
% Contingency on Uncommitted Work Remaining (MIE)
33.2%
This will be reduced once XCS
“Early Science” detector is added
LCLS FAC
June 8, 2009
10 10
T. Fornek
tomf@slac.stanford.edu
Critical Path(s)
Critical Path (CP) to CD-4
XPP Sample Goniometer System
Order Placed – Est. Delivery March 31, 2010
Secondary – XPP detector – Est. Delivery December, 2009
CXI 1 Micron KB Mirror System
Order not placed – Delivery 11 months ARO
XCS Detector System
Estimated Delivery – December, 2011
Secondary - XCS Diffractometer System
Purchase Requisition Process Started – Estimated Delivery December
2010
LCLS FAC
June 8, 2009
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T. Fornek
tomf@slac.stanford.edu
Procurements
LUSI using same co-located procurement “cell” as LCLS
Demand on SLAC Purchasing Dept. still high
LUSI “Cell” still supports LCLS
SLAC authority is $1M without DOE approval
Only $100K for foreign procurements
SLAC ARRA projects increasing demand
Meeting with Procurement on a daily basis
LCLS FAC
June 8, 2009
12 12
T. Fornek
tomf@slac.stanford.edu
Project Risks and Mitigation
LUSI Follows the LCLS Risk Management Plan and
uses the LCLS Risk Registry
LCLS Project Management Document 1.1-002
Risk Registry Updated May, 2009
Major Risks
Do something to cause loss or suspension of ARRA funds
Annual funding - Continuing Resolutions (Retired)
Foreign procurements – Dollar fluctuation, sole source
Loss and/or availability of critical personnel (Exercised)
Ability to place procurements in a timely manner
CXI mirror delivery, performance
XPP, XCS Monochromator delivery, performance
XPP, XCS Detector delivery, performance
LCLS FAC
June 8, 2009
13 13
T. Fornek
tomf@slac.stanford.edu
Lessons Learned
LUSI has reviewed the SNS Instrument Beamline
Construction Lessons Learned – Many items were already
incorporated
System Integration
Design
Procurement
Scheduling
Construction
Project Management
LCLS has started a Beamline Lessons Learned Document
LUSI Lessons Learned
Procurements demand substantial resources – Project and SLAC
LCLS FAC
June 8, 2009
14 14
T. Fornek
tomf@slac.stanford.edu
Lessons Learned (1)
System Integration
Design Criteria – In place and controlled for LUSI
Baseline Scope Review – LUSI uses established LCLS procedures
Design Guide – Could be developed
Naming – Names established early
P&ID – Not standard at SLAC
Radiation Shielding Configuration
CD-4 Parameters Drawing – Key Performance Parameters
Subject Matter Experts involved early in design Integration of electrical systems – Function of Controls
System Integration Review
Plan for Instrument Operation Early – Scientists are already planning for
operation
PPS Beam Sweep Plan early – LCLS ops working on this
Plan for Shielding Configuration Control
Complete Shielding Early
Confirm “As-built” conditions early
LCLS FAC
June 8, 2009
15 15
T. Fornek
tomf@slac.stanford.edu
Lessons Learned (2)
Design
Shielding
Keep SLAC RP involved – Follow LCLS procedures – One POC
Documentation
Don’t wait for “just in time delivery” – strains resources
Integration of PPS and non-PPS cabling - Controls
Mechanical Interferences
We are working on processes to minimize this
Vacuum Compatibility
LCLS standards exist
Ergonomic Features
Scientists and Engineers are very involved – experienced
Motion Control – Standards established by controls
Crane Design
Extra Vessel Penetrations – Where possible
LCLS FAC
June 8, 2009
16 16
T. Fornek
tomf@slac.stanford.edu
Lessons Learned (3)
Procurement
Involve Procurement Early
Advanced Procurement Plans
Also plan for advanced procurements in PEP
Scheduling
PPS and Detectors
Allow appropriate installation time
Component Delivery History
Huber goniometers
Motion Control Testing
Scientists working with controls
LCLS FAC
June 8, 2009
17 17
T. Fornek
tomf@slac.stanford.edu
Lessons Learned – (4)
Construction
Survey and Alignment
Involve Survey and Alignment early
Oxygen Deficiency (ODH) Detectors
Install when clean conditions exist
Project Management
Advance Procurement Approvals
Heavily used on LUSI
IRR Procedures and Approach to IRR
LCLS to generate for AMO – LUSI will follow these
Project Close-out
Takes longer than expected
LCLS Photon Systems
Scope Definition and Tracking needs more attention
Affects interfaces – Who is doing what
LCLS FAC
June 8, 2009
18 18
T. Fornek
tomf@slac.stanford.edu
ARRA Milestones – Look Ahead
May, 2009 - Advance Procurement Approval XCS & DCO
Procurement Review held April 23, 2009
Final Report Received May 5, 2009
Responses complete
July, 2009 - Final Instrument Design Reviews for CXI & XCS
June 3 – CXI Completed
June 17 – XCS Scheduled
August, 2009 - SC IPR of Revised Baseline & CD-3 Readiness
SC IPR for LUSI CD-3 planned for July 15
September, 2009 - ESAAB Approval of Revised Baseline and CD-3
October, 2009 - CD-3, Approve Start of Fabrication
December, 2010 - XPP Complete Instrument Ready for Science
LCLS FAC
June 8, 2009
19 19
T. Fornek
tomf@slac.stanford.edu
April ARRA Status
SLAC Linear Accelerator Center
Menlo Park, California
LUSI Cost/Schedule Status Report ARRA Funds Only (April 2009)
Date:
5/22/2009
Performance Data
WBS[L2]
Cumulative to Date
Actual
Budgeted Cost
Cost
Variance
Work
Work
Work
Schedule
Cost
Scheduled
Performed
Performed
At Completion
Budgeted
Latest
Revised
Estimate
Indices
SPI
Variance
CPI
1.1 PROJECT MANAGEMENT
59,764
59,764
27,334
0
32,430
1,436,094
1,463,428
-27,334
1.00
2.19
1.2 X-RAY PUMP PROBE (XPP)
51,881
103,861
9,103
51,980
94,758
2,339,784
2,323,372
16,413
2.00
11.41
1.3 COHERENT X-RAY IMAGING (CXI)
156,479
130,517
87,074
-25,962
43,442
6,714,712
6,678,839
35,873
0.83
1.50
1.4 X-RAY CORRELATION SPECTROSCOPY
(XCS)
103,847
86,744
51,810
-17,103
34,934
3,006,985
3,046,343
-39,358
0.84
1.67
1.5 DIAGNOSTICS & COMMON OPTICS
80,005
88,206
21,748
8,202
66,459
4,771,951
4,789,866
-17,915
1.10
4.06
1.6 CONTROLS AND DATA ACQUISITION
40,920
35,780
21,181
-5,140
14,598
6,743,434
6,764,615
-21,181
0.87
1.69
0
0
0
0
0
0
0
0
25,012,960
25,066,463
-53,503
8,587,040
8,533,537
53,503
33,600,000
33,600,000
0
1.02
2.31
Gen. and Admin.
0
0
0
Undist. Budget
Sub Total
492,895
504,871
218,250
11,976
286,621
Management Resrv. (ARRA)
Total ARRA
LCLS FAC
June 8, 2009
492,895
504,871
218,250
11,976
20 20
286,621
T. Fornek
tomf@slac.stanford.edu
Other ARRA Items
Procurements
Eleven ARRA procurements in various procurement stages
Staffing
LUSI hiring plan in place
Additional management support brought on
Technical Scope
XCS “Early Science” Milestone and plans for associated detector
has been reviewed and approved by the Technical Configuration
Control Committee
LCLS FAC
June 8, 2009
21 21
T. Fornek
tomf@slac.stanford.edu
Schedule Advancement
Milestone
Current
Baseline
Advanced
Baseline
April 2010
October 2009
XPP Early Science
October 2010
October 2010
CXI Early Science
August 2011
June 2011
XCS Early Science (New)
NA
August 2011
Project Ready for CD-4 (New)
NA
March 2012
August 2012
August 2012
CD-3
CD-4
XCS “Early Science” allows for a functioning XCS instrument one
year earlier than original schedule
LCLS FAC
June 8, 2009
22 22
T. Fornek
tomf@slac.stanford.edu
April Milestone Status
LCLS FAC
June 8, 2009
23 23
T. Fornek
tomf@slac.stanford.edu
Summary
Substantial Project Completion is only 27 months away
LUSI needs CD-3 to utilize ARRA funds effectively
Procurements demand substantial staff attention
Making progress
Need to complete second Baseline Change to tie up loose
ends in the schedule
LCLS FAC
June 8, 2009
24 24
T. Fornek
tomf@slac.stanford.edu