1. AST Portfolio Review Tom Statler, NSF/AST AAAC Telecon, 11 May 2012

2. 11 May 2012AAAC 2 Why a Portfolio Review? From “Introduction to the AST Portfolio Review”, http://www.nsf.gov/mps/ast/portfolioreview/introduction_to_the_ast_portfolio_review.pdf ?

3. Two-Phase Committee Charge 11 May 2012 3 1.Recommend the critical capabilities needed over the period from 2015 to 2025 that would enable progress on the science program articulated in the Astronomy & Astrophysics and Planetary Decadal Surveys. (Not only observational capabilities, but also theoretical, computational, laboratory, research support, workforce, education) 2.Recommend the balance of investments in new and in existing, but evolved, facilities, grants programs, and other activities that would deliver the needed capabilities within the constraints of each of the provided budgetary scenarios. (May include closure or divestment of facilities, termination of programs and other activities.) AAAC

4. Progress to Date 11 May 2012 4 Weekly full-committee telecons since Sep 2011 1 st face-to-face meeting Oct 21-23 Numerous working-group telecons since Oct Facilities submitted updated Long-Range Plans and Vision Statements in Jan Community briefed at Jan AAS Town Hall 2 nd face-to-face meeting Jan 12-14; Phase 1 completed Community Input accepted by Email from Oct 26 to Jan 31; ~10 2 messages received, categorized, assimilated Many working-group telecons Jan – Apr for Phase 2 Additional input solicited from OIR and RMS observatories, received in March 3 rd face-to-face meeting Apr 12-14; Phase 2 completed Current: report 1 st draft being written AAAC

5. Future Timeline Report delivery to AST ~July Report acceptance by MPSAC ~ late summer –Internal MPSAC reviewers before MPSAC telecon –MPSAC acceptance is required before plan can be made public or be acted on AST implementation plan available ~ November –AST implementation working group has been formed (AST Program Staff), and is working on producing: i.a strategy for implementing the PR recommendations, which identifies the issues that must be addressed ii.a management plan for implementation, including roll-out of the report, iii.a plan for carrying out the implementation. 5 11 May 2012AAAC

6. Implementation Issues 11 May 2012 6 AAAC Legal, Policy, & Financial Stakeholder Relations AST staff Other NSF – OLPA, PHY, AGS Upper NSF – MPS (MPSAC) & OD NSB OSTP, OMB Congress Astronomical Community AST facilities Other Gov Agencies – NASA, DoE, USAF, etc. CAA & AAAC International and National Partners Feedback to PR Committee Impact of planning on the form/nature of recommendations Ensure all recommendations are justified Review of draft PR Report for fact checking Process for deciding implementation Roll-out of PR Report Maintain confidentiality of PR report up to release Risk Assessment & Risk Management Operational Implementation Observatory management competitions Portfolio Review website: http://www.nsf.gov/mps/ast/ast_portfolio_review.jsp