1. Preparations for a Lehman Review
Elton Smith
Hall D Collaboration Meeting
Dec 11-13, 2003

2. Project acquisition process and CDs
DOE Order (Initiated by the Office of the Chief Financial Officer)

3. Project phases and federal budget
BR=Budget Request, PED=Project and Engineering Design Funds

4. Change Requests for G0 Experiment
Cost
Schedule
Performance
Approval 1
Minor, within WBS line item (<$5K or 1%)
“float”
No impact
Subsystem manager 2
Within subsystem contingency allocation (>$5k or 1%)
< 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 (>$100k or 10%)
> 1 Quarter delay of milestone
Subsystem change affecting subsystem performance but not G0 performance
Above plus L. Cardman and Executive Committee 4
> 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 R&D list
Are there any major items missing in the R&D 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
Fiscal years 02 03 04 05 06 07 01
Constant-effort budget in FY02* & O413.3 08 09
*Assumes increases beyond constant-effort in subsequent years.
Constant-effort budget continues thru FY03* 10
Orig. schedule
CD-0
CD-1
CD-4
CD-2
CD-3

11. Lab resources after CD-0
Assignment of
Budget
Current staff
Determine the speed with which CD-1 can be achieved

12. Manpower (JLab)