Lab-Wide Earned Value Management System Project Core Team Meeting September 17, 2008 Dean A. Hoffer/Elaine McCluskey

17-Sep-2008Lab-Wide EVMS Project Core Team Meeting 2 Agenda System Description and Implementing Procedures –Status of evaluating Ed Vokoun comments/flow diagram [All] –Discuss Oversight Committee Comments [Elaine and All] –Next Steps [Dean] Overview of 11-Sep Oversight Committee Meeting [Dean/Elaine] FYIs –Status of customized Cobra CPR5 3 month rolling average report [Dean] –Discussion with Cindy Conger on Accounting Procedures and Escalation Rates [Elaine/Dean] –BNL’s Cam Notebook Index [Dean] Status of Action Items

17-Sep-2008Lab-Wide EVMS Project Core Team Meeting 3 Assignments System description: Elaine 001: Rich, Rob 002: Elaine 003: Elaine 004: Bill, Ken 005: Marc, Steve 006: Harry 007: Rob, Elaine 008: Harry, Elaine

17-Sep-2008Lab-Wide EVMS Project Core Team Meeting 4 Oversight Committee comments Items needing Core Team discussion –Concern about using DOE escalation rates, since these are seen as not valid. Alternate language after Finance develops their rates? –General concern about using must/should where maybe we could use may/can, don’t be too prescriptive if we don’t have to be. –Several comments that requiring annual training is too much, so then what do we want for training ongoing? –Free physicist policy – not included yet, where should this be covered? In system description or cost estimating procedure? Note, Directorate talking with Kovar about this today. –Contingency – we state that it’s returned to the customer if it’s not used. Comment is that this is not our policy. Is it?

17-Sep-2008Lab-Wide EVMS Project Core Team Meeting 5 Next Steps of Review Process 17 Sept – final date for OSC to return all comments to Elaine 23 Sept – Core Team has one consolidated version of each document back to Elaine 26 Sept – documents to EG&G for external review person 1 Oct – EG&G external person returns any comments electronically 8 Oct – Core team has picked up any comments necessary from EG&G and docs are final 17 Oct – documents signed by Pier and others

17-Sep-2008Lab-Wide EVMS Project Core Team Meeting 6 11-Sep Oversight Committee Meeting System Description/Implementing Procedure Reviews Training – Discussed alternative (in house vs. contractor) CAM Notebooks – electronic vs. hard copy and need for additional resources (both short-term and long-term)

17-Sep-2008Lab-Wide EVMS Project Core Team Meeting 7 FYIs –Status of customized Cobra CPR5 3 month rolling average report –Discussion with Cindy Conger on Accounting Procedures and Escalation Rates –BNL’s Cam Notebook Index

17-Sep-2008Lab-Wide EVMS Project Core Team Meeting 8 BNL CAM Notebook Index BNL 1.WBS 2.Organization Chart 3.Responsibility Assignment Matrix (RAM) 4.Work Authorization (CAP/WP) 5.CPR 6.EVMS Graphs 7.Variance Analysis 8.Summary Schedule 9.PCRs/BCPs SLAC 1.Org Charts (Directorate and Project) 2.WBS Structure & Dictionary 3.Responsibility Assignment Matrix (RAM) 4.Milestone Structure & Dictionary 5.Work Authorization Document (WAD) 6.P3 Milestone Chart 7.P3 Detail Schedules 8.Control Account Planning (CAP) sheets 9.Cost Performance Report (CPR) Earned Value reports 10.tbd 11.EIA-748A 32 Criteria / Acronyms 12.misc

17-Sep-2008Lab-Wide EVMS Project Core Team Meeting 9 Action Items