1. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 Report to the LCLS Facilities Advisory Committee Project Management Project Progress / Status Revised Project Baseline Overview Procurement Status Risk Management and PM Issues Summary Mark Reichanadter LCLS Deputy Project Director

2. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 2 Progress to Date LCLS Status on Approved Baseline TPC $379M (TEC $315M, OPC $64M) % Comp (Aug07): Planned: 67.8% Actual: 57.7% LCLS Status @ Level 2 Injector TPC complete. All commissioning goals met. Linac recovering from CR effects. Installing equipment. Undulator accepting deliverables. Prep for installation XTOD has a mature design. Procurements underway. XES in design, planning procurements Conventional Facilities in construction Injector S20 Facilities, MMF in operations >98% of all civil construction under contract FEH Hutches, Office space renovation still in design

3. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 3 LCLS Progress on Approved Baseline TEC SPI = 0.85 TEC CPI = 0.92 EAC up-trend BCWP down- trend, due to CR $ total burn rate ~$7-8M per/mo SLAC labor portion burns ~ $2.5M/mo

4. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 4 LCLS TEC Earned Value (through Aug07) % contingency/ETC dropped from ~22% to 10.9% since Oct06 due to CR and funding uncertainties. Project team working on unplanned work (CR scenarios, replanning project, review preparation, etc.) Cum Work Scheduled (BCWS) $207.4M Cum Work Performed (BCWP) $176.1M Cum Actual Costs (ACWP) $191.7M Cum Cost + Com to Date$233.5M Estimate at Complete (EAC)$303.9M % Contingency on EAC 10.9%

5. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 5 Cost and Schedule Variance Trend CV and SV show significant degradation Redirected staff to address directed rebaseline Delay and acceleration costs due to CR uncertainty Defer XT and XE procurements until FY09

6. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 6 Funding Uncertainty Possible year-long CR No funding restoration until FY09 Continuing Resolution AASSOONNDDJJFFMMAAMMJJJJAASS 20062006 2007 2007 LCLS funded incrementally at ~$86M level. FY07 planned funding $122M Budget passed. LCLS funded at $114M level DOE-BES directs LCLS to revise baseline plan. Funds arrive at ANL CR Funding Uncertainty Time-Line Hold on all LCLS Procurements

7. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 7 CR Impacts and Mitigation Actions Impact: FY07 funding uncertainties for six months $8M FY07 funding reduction, no restoration until FY09 Mitigation: Directed to develop revised plan with reduced FY07 funding profile. Defer selected procurements from FY07 to FY09. Accelerate shutdown procurements to recover schedule Cost: $41.0M Project extended by 16 months Staffing costs, no changes to scope Project is funding limited in FY08

8. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 8 Beam Transport Hall Defer Photon equipment and FEH hutches until FY09 CD-4 LCLS Operations in FEH - July 2010 Mitigation – Defer Procurements and Replan Far Experimental Hall Undulator Hall Near Experimental Hall X-Ray Transport Tunnel

9. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 9 Revised Baseline Plan Revise LCLS baseline to deliver technical scope on cost and on schedule Address effects of the CR and FY07 funding reduction Shift photon and FEH procurements from FY07 to FY09 Update remaining work (ETC) using current estimates No changes in scope or technical capabilities Update overhead rates and escalation Update OPC to reflect LCLS transition to operations Update cost/schedule contingencies and risk planning

10. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 10 Revised ETC, BAC @ L2 Revised baseline presented to Lehman in Sep07 and EIR in Oct07.

11. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 11 Basis of Estimate on Remaining Work (TEC) Significant portion of ETC is contracts in hand. Reduce cost risk.

12. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 12 Revised TEC Funding & Obligations Project is funding- limited in FY08

13. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 13 LCLS Schedule & Milestones Major Milestones Sept 2009 – Initiate Early Experimental Operations FY09 Funding – Pop-Up Cameras – install – NEH commission Total float ~49 working days to L2 milestone Near CP – BPMs, Undulator vacuum system, Undulator testing July 2010 – Photons in FEH (CD-4, Project Complete) FY09 Funding – Pop-Up Cameras – install – FEH commission Includes 2 months to process DOE project closeout activities Total float to CD-4; ~101 working days to CD-4 Near CP – XT/XE procurements, FEH Hutches LCLS schedule includes integrated Turner Schedule “Early-occupancy” dates meet LCLS requirements Turner earned-value tracked by site walks, OAC meetings LCLS installation schedules integrated with Turner RM Boyce providing oversight on global integration

14. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 14 Rebaseline Timeline Sep5 – PMOG Meeting Review revised baseline plan Cost and schedule contingencies considered adequate Response to Jul07 Lehman recommendations ~reasonable Sep7 – EIR Pre-Briefing Documentation Complete Sep18 – Mini-Review (Lehman) with DOE-BES Endorsed revised cost and schedule baseline. Expressed concern over not enough management staffing Oct 9-12 – OECM on-site EIR (w/LMI) Validated reasonableness of cost and schedule baseline. ~10-12 findings in Out-Brief, EIR Draft not yet received Developing Corrective Action Plan (CAP) to address findings ~mid-Nov – ESAAB to approve new LCLS baseline LCLS to ‘retire’ old baseline and start reporting on new baseline

15. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 15 LCLS Procurements LCLS using co-located procurement group (7 staff) Procurement Manager – D. Pindroh B. Miller ~rolled-off, J. Dee (Negotiator) roll-off ~early 08. Weekly status meetings monitor Critical and APPs ~$30M of $190M of procurements yet to be awarded Space Renovation, 2 FEH Hutches, Install Contracts Field Change Order Process monitored closely <4% FCO’s on work accomplished This is working well. Same organization to procure LUSI Procurement Issues DOE SSO to approve all SLAC procurement actions >$100K Use detailed tracking document. Added to risk registry. Turner Claim. May go to arbitration. Support from SLAC Counsel and Stanford Attorney Additional time sink on CF & PO staff. Tracked in risk registry.

16. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 16 Technical Requirements Summary

17. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 17 Project Management Risks & Mitigations Contingency Analysis Rebaseline project. Need a baseline to measure against Implement contingency management plan through FY08 Control Account Mischarges (at SLAC) Effective use of project tools to track actual costs Timely closure of control accounts SSO Prior Approval of Bids & Contracts >$100K Track weekly active procurements Installation Schedules Track weekly installation status, Integrate installation schedules Safety Incident or Accident Implement ISM plan, work authorization processes Lessons learned at the completion of major activities Owner-Directed Changes to Conventional Facilities Implement weekly walk-arounds by Photon Systems, LUSI staff System Managers and LUSI Staff review shop drawings

18. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 18 Project Management Staffing LCLS management responsibilities expanding Year-long CR + Rebaseline effort SLAC Transitioning to multi-program (BES-driven) LCLS Directorate Formed LUSI integrated into LCLS LCLS includes Operation and Science Insufficient management staffing to meet requirements Identified as an Action Item in DOE Sep07 Mini-Review LCLS adding key staff to Project Office Considerable assistance from SLAC Acting Director, P. Drell Emphasis on project management and integration resources Final staffing plan to be completed by early November Needed for ESAAB approval

19. Mark Reichanadter LCLS FAC Meetingreich@slac.stanford.edu October 29-31, 2007 19 Summary Despite FY07 CR and rebaseline LCLS making satisfactory progress. TPC/TEC 58%/62% complete. Milestone performance reasonable. Injector complete, steady progress in civil construction. LCLS has prepared a revised baseline to address the FY07 CR effects. TPC of $420M and delayed CD-4 (16 month extension) ESAAB scheduled for Nov07. Revised ETC allows the project to complete its commitments to DOE. No changes to scope or technical capabilities Cost and schedule contingencies are adequate Contingency remains tight in FY08. Need to manage carefully. Challenges ahead: Maintain construction progress, refocus on building the project Major installation push through FY08. Preparation for LCLS transition to operations and LUSI Continue to add staff to prepare for LCLS Experiment Support and Operations.