Date: Dec 10/2014
The HL-LHC and LIU Cost and Schedule Review - March 9-11, 2015
The goal of the cost and schedule review of the LIU and HL-LHC projects is to assess the status of the project
development taking into account the technical developments that are still ongoing. The established project baseline
will be presented, in order to make sure that the construction project can be followed and tracked against its
requirements. The project baseline includes a description of the scope, the schedule and the cost. In addition the
management of the project and the risks will be considered.
In fact four major activities are going on in parallel. The operation of the accelerator complex, the “Consolidation
Program” as part of the injectors and LHC operation (funded at ~CHF 30M / year), the LHC Injectors Upgrade (LIU;
estimated at approx. CHF200M) and the High Luminosity LHC upgrade (HL-LHC; estimated at approx. CHF750M). This
review will cover the LIU and HL-LHC projects, taking into consideration their working hypothesis linked to the CONS
project and the operation of the CERN accelerator complex. This review will not assess the cost and schedule of the
CONS project nor the operation of the accelerator complex.
Resource management and scheduling of the R&D activities as well as the construction of the systems will be
described in two different documents made available to the committee. The LIU baseline description will be
available by Oct 2014 and the HL-LHC baseline description by the end of the calendar year 2014.
The review report will be given to Frederick Bordry, Director of Accelerator at CERN, and is intended to answer the
following questions:
-
Is the estimated budget of the project adequate (within reasons)?
Are there any options to reduce the budget and does the review team see opportunities for savings? What is
the possible scope contingency?
What are the areas of high risk for scope, schedule or cost overrun?
Is the schedule well developed, credible and synchronized between the ongoing activities (see four major
projects mentioned above as well as the LHC experiments)?
Are the foreseen resources correctly evaluated?
Will the expertise (management and technical) be available when needed?
The review is planned for 2.5 days with a close out briefing planned for early afternoon on the third day. A plenary
session during the morning of the first day will be followed by a series of breakout sessions focussing on the different
subsystems as well as schedule/cost and management. At the end of the first and the second day the committee will
plan for a closed session to assess progress and publish a list of questions or requests. During the morning of the
third day a final Q&A session can be held by the subcommittee. From 9:30 am on the committee will prepare its
close-out report. A power point presentation with a summary will be available. The committee will try to finish a
written report by the end of the review but definitely within two weeks thereafter.
Scope
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CONSOLIDATION project: crucial activities for the LIU and HL-LHC projects
LIU and HL-LHC Baseline
Specifically for the LIU Project
o Linac4
o LIU-PSB
o LIU-PS

o LIU-SPS
o LIU-IONS
o Infrastructure and Civil Construction
Specifically for the HL-LHC Project
o SC Magnets and Cryogenic Systems
o Superconducting Cavities
o Other Accelerator Systems, Support and Interface Systems (Collimation, beam injection and
extraction systems, Instrumentation and diagnostics, Interface systems, vacuum …)
o Infrastructure and Civil Construction
Cost / Schedule
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
Integrated schedule
WBS integration
Basis of estimate
Resources : Manpower estimates / Staffing plan / Material Cost
Quality of the estimate
Management / Risk Management, QA, QC
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


Management structure
Documentation
Environment, safety and health (ES&H)
Project risk : Risk register/Risk analysis
Line of questioning for the Breakout sessions:
Scope
Is the accelerator physics well understood? Do the specifications flow down from the design parameter list? Is the
technical scope well defined and specified? Are the R&D programs and technical developments consistent with the
foreseen schedule? Are the test plans clearly described? Is the transition from construction to operation
understood?
Cost/ Schedule
Is the schedule complete and contains all WBS elements? Is it resources loaded? What is the basis for the schedule
estimates for each subsystem? Is the R&D/Development sufficiently included? What is the critical path? How many
activities are on or near the critical path?
Management
Is the management structure suitable for the execution of the project? Is the staffing plan suitable to meet the needs
of the project? How to manage in-Kind contribution? Has the project a consistent method on how to assign value to
in kind contributions?
Risk Management
Is the risk management program documented? Is it consistently being used in the project? Are the risks sufficiently
addressed in the project? What is the status of the risk analysis?
CERN Point of Contacts for the Breakout sessions
Session 1:
Session 2:
Session 3:
Session 4:
Session 5:
LIU (CERN Lead: G. Rumolo)
SC Magnets and Cryogenic Systems - HL-LHC project (CERN Lead: L. Bottura)
SC cavities - HL-LHC project (CERN Lead: Erk Jensen)
Other Accelerator systems, Support and Interface Systems -HL-LHC (CERN Lead: O. Bruning)
Cost, Schedule, Management, Risk, Infrastructure and Integration - LIU and HL-LHC projects
(CERN Leads: M. Meddahi, L. Rossi)
Review Panel Composition
Breakout session
Chair
Members
LIU
T. Roser
W. Fischer
Q. Qin
SC Magnets and
Cryosystems
S. Gourlay
SC Cavities
R. Brinkmann
A. Yamamoto (KEK)
Other accelerator
systems: Support and
interface systems
systems (QPS,
collimation, beam
dumps, feedback,
controls)
V. Schiltsev
J. Seeman
Project Management,
Schedule, Cost, Risk,
Infrastructure and civil
engineering
N. Holtkamp
P. Vedrine (CEA)
B. Peterson (DESY)
M. Seidel (PSI)
K. Oide
J. Yeck (ESS)
Draft Agenda LIU/HL-LHC Cost&Schedule Review
PLENARY Session
convener:
Monday, March 9th
8:30 AM Full Committee executive
Session
9:00 AM Welcome and LHC, LIU, HLLHC CERN long term plan
9:30 AM The LHC Injectors Upgrade
10:15 AM Break
10:45 AM The High Luminosity
Upgrade for the LHC
11:30 AM Costing method /
Configuration control /
Change management
12:30 PM Lunch
2:00 PM Subcommittee Breakout
session
Speakers
Session 1: LIU
Participants
Convener: T.
Roser, CERN lead:
G. Rumolo Reviewer: W.
Fisher, Q. Qin
Speakers
Participants
Session 2: SC Magnets and Cryogenic Systems - HL-LHC
Session 3: SC cavities - HL-LHC project
Convener: S.
Convener: R.
Gourlay, CERN
Brinkmann, CERN
lead: L. Bottura Speakers
Participants
lead: E. Jensen Speakers
Participants
Reviewer: P.
Reviewer:A.
Vedrine, B.
Yamamoto
Peterson
Session 5: Cost, Schedule, management, Risk,
Convener: N.
Holtkamp, CERN
lead: M.
Speakers
Participants
Meddahi, L. Rossi
- Reviewers: K.
Oide, J. Yeck
N. Holtkamp
F. Bordry
M. Meddahi
L. Rossi
LIU PT and
alternates + HLLHC TBD
LIU PT and
alternates + HLLHC TBD
LIU PT and
alternates + HLLHC TBD
M. Meddahi, G.
Rumolo, B.
Goddard, H.
Damerau, K.
Hanke, HL-LHC
TBD
LINAC 4
M. Vretenar
A. Lombardi,
B.Mikulec, S.
Gilardoni, E.
Shaposhnikova
Overview of all
magnets required
Overview of all rf
systems required
2:45 PM
PSB
B. Mikulec
IT quadrupoles
Crab cavities
3:30 PM
PS
S. Gilardoni
A. Lombardi, M.
Vretenar, S.
Gilardoni, E.
Shaposhnikova
B. Mikulec, A.
Lombardi, M.
Vretenar, S.
Gilardoni, E.
Shaposhnikova
4:00 PM Break / Subcommittee
Breakout session
Break
4:30 PM
SPS
B. Mikulec, A.
Lombardi, M.
E. Shaposhnikova
Vretenar, S.
Gilardoni
5:00 PM
5:30 PM Full Committee Executive
Session - preparation of
questions to project
6:00 PM Reconvene with full group
Session 4: Other Accelerator systems, Support and
Convener: V.
Schiltsev, CERN
lead: O. Bruning Speakers
Participants
Reviewer: J.
Seeman, M.
Seidel
Reconvene with
full group
E. Shaposhnikova Collimation
requirements and
schemes
Beam injection
and extraction
systems
IR Dipoles and
Quadrupoles
J. Uythoven
Civil engineering
construction - HLLHC including
infrastructure
improvements
Civil engineering L. L. Hernandez /
construction - LIU J. Osborne
Detailed schedule J.Coupard
presentation and
critical path - LIU
E. Montesinos, J.
Coupard, B.
Goddard, H.
Damerau
D. Hay, D.
Mcfarlane, S.
Mataguez, B.
Goddard,
H.Damerau
Break
Break
Break
Break
Corrector
magnets
Couplers
Interface systems
(TAS, TAN)
Detailed schedule
presentation and
critical path - HLLHC
11T Dipole
LLRF and controls
Vacuum talk
Reconvene with
full group
Reconvene with
full group
Reconvene with
full group
Feedback
Systems
Controls
Integration
Instrumentation
and diagnostics
The
Consolidation
Program - Links
with HL-LHC and
LIU
Options for other
RF systems
Options for
collimation
related systems:
e-lens and LRBB
WBS, Cost
M. Meddahi
summary and
manpower needs
- LIU
WBS, Cost
summary and
manpower needs
- HL-LHC
G. Rumolo, B.
Goddard, S.
Gilardoni,
K.Hanke
Risk management M.Meddahi
plan , Risk
analysis - LIU
G. Rumolo,
B.Goddard, S.
Gilardoni, K.
Hanke
Reconvene with
full group
7:00 PM Adjourn
Tuesday, March 10th
8:30 AM Parallel Subcommittee
Presentations/Discussions
LINAC 3/LEIR/PS
and SPS ION
injection chain
9:30 AM
10:30 AM Break
11:00 AM
M. Bodendorfer
Special Magnets
S. Gilardoni,
J.Uythoven/T.Kra QPS
mer?, E.
Shaposhnikova,
D. Manglunki
Cold Powering
systems
12:00 PM
Overview of
Cryogenics
systems and
changes
1:00 PM Lunch
2:00 PM Parallel Subcommittee
Presentations/Discussions
Integration
3:00 PM
Risk management
plan , Risk
analysis - HL-LHC
4:00 PM
4:30 PM Full Committee Executive
Session
5:00 PM Reconvene with full group
7:00 PM Adjourn
Wednesday, March 11th
8:30 AM Subcommittee Q&A session
if necessary
9:00 AM Report writing and prep of
close-out
11:00 AM Fact check-subcommittee
with project team
12:30 PM Lunch
1:30 PM Closeout
2:30 PM Adjourn
LIU session
HL-LHC session
LIU and HL-LHC session
Plenary session
Reconvene with
full group
Reconvene with
full group
Reconvene with
full group
Reconvene with
full group
Reconvene with
full group
M. Benedikt
LIU PT or
alternates + HLLHC TBD