1. Workshop Goals and Project Management “120A.01.01-07” – FY15 Budget Request Steve Holmes PIP-II Budget Retreat July 22, 2014

2. Goals for the Workshop Establish a set of self-consistent goals and resource requirements, consistent with our FY15 budget guidance. –Preliminary goals established at level 3 of WBS –Initial resource target allocations established at level 3 of WBS –Unlikely we will achieve this goal today, but we will have all info required to develop a rational plan FY15 Guidance = $19.8M; consolidation of –PIP-II activities from Project 120A ($8.3M) –PIP-II specific activities from Project 18 ($11.5M) Level 3 Managers to present: –Resources required to meet the preliminary goals –Goals that can be met at the initial target resource allocation –Goals that can be met at 10% below the preliminary resource allocation 7/22/2014S. Holmes | Goals & Project Management2

3. PIP-II FY15 High Level Goals Release PIP-II specific RDR Maintain PXIE and SRF development on established schedules Support DOE in the development of Mission Need Statement Establish PIP-II Office, within Accelerator Division 7/22/2014S. Holmes | Goals & Project Management3

4. PIP-II “Project Management“- FY15 Initial Goals 120A.01.01 – Project Management –Manage PIP-II –Establish Project Office –Organize PIP-II Collaboration Meeting –Support conference, workshop, collaboration meeting travel 120A.01.02 – Business Office/Project Controls –Initiate development of RLS –Update PXIE RLS 120A.01.03 – ESH/QA –General ESH support for PXIE and PIP-II –Initiate NEPA documentation 7/22/2014S. Holmes | Goals & Project Management4

5. PIP-II “Project Management“- FY15 Initial Goals 120A.01.04 – International Collaborations Management –Manage India and CERN collaborations –Establish preliminary list of international deliverables –Support Indian R&D deliverables 120A.01.05 – Accelerator Design Requirements –Release RDR –Initiate work on CDR –Start developing AIP Packages 120A.01.06 – Experimental Design Requirements –Interface with LBNF, Mu2e, and short baseline program 120A.01.07 – Systems Engineering & Integration –Establish TeamCenter documentation tools –Complete set of PXIE FRSs –Initiate development of PIP-II FRSs –Begin collecting/creating Technical Requirements Specification 7/22/2014S. Holmes | Goals & Project Management5

6. PIP-II “Project Management” – Resources Required to Meet Initial Goals + 0.5 FTE added to Budget Office/Project Controls to support prospective assignment of Associate Project Manager for Planning & Reporting +0.45 FTE added to Accelerator Design requirements –Accounted in this code rather than in SCLinac Accelerator Physics (which is undersubscribed by 0.75 FTE) +0.3 FTE added to Experimental Design Requirements to support development of Mu2e requirements in PIP-II era +0.2 FTE double counting of Shekhar’s time M&S increased to support Indian visitors formerly supported on P18 (+$133K) and increased estimate for India trips (+$30K) M&S for travel in support of Experimental Design Requirements (+$15K) 7/22/2014S. Holmes | Goals & Project Management6

7. PIP-II “Project Management” – FTE – By Category, Role and Div. 7/22/2014S. Holmes | Goals & Project Managemet7

8. PIP-II “Project Management” – Achievable Goals at Initial Target FTE Reductions –Delay assignment of Associate PM for Planning & Reporting-0.20 –Reduce ESH support for NEPA-0.10 –Reduced support for India Collaboration-0.50 –Transfer accelerator design support to 120A.02.02-0.45 –Further reduced scientific support-0.10 –Reduce scientist support for Experimental Liaison-0.10 M&S Reductions –Reduced conference travel-$10 –Reduced travel to India-$25 –Reduced travel for Experimental Liaison-$10 –No support for Indian visitors-$133 Impacts –Business Office/Project Controls Delay in establishing Project Office and initiating development of RLS –ES&H/QA Delay initiation of NEPA process –International Collaboration Significant damage to Indian collaboration –Experimental Design Requirements Reduced interaction with Mu2e, which is in their final design phase Not outreach to experimental community beyond Mu2e 7/22/2014S. Holmes | Goals & Project Management8

9. PIP-II “Project Management” – Achievable Goals at Initial Target less 10% FTE Reductions –No assignment of Associate PM for Planning & Reporting-0.30 –No ESH support for NEPA-0.10 –Reduced support for India Collaboration-0.40 –Reduce scientist support for Experimental Liaison-0.20 M&S Reductions –No travel for Experimental Liaison-$5 –Reduced Management Reserve-$30 Impacts –Business Office/Project Controls Further delay in establishing Project Office and initiating development of RLS –ES&H/QA Delay initiation of NEPA process to FY16 –International Collaboration Significant damage to Indian collaboration –Experimental Design Requirements No general outreach to community - focus limited resources on the design of Mu2e in the PIP-II era. No Experimental liaison - Project Manager will need to coordinate this effort in the absence of the experimental liaison providing direction 7/22/2014S. Holmes | Goals & Project Management9