1. 1 Operated by the Southeastern Universities Research Association for the U.S. Department Of Energy Thomas Jefferson National Accelerator Facility CWL SURA BdTrusteesNov02:mbs Jefferson Lab SURA BOARD OF TRUSTEES November 5, 2002 Director ’ s Report Christoph Leemann

2. 2 Operated by the Southeastern Universities Research Association for the U.S. Department Of Energy Thomas Jefferson National Accelerator Facility CWL SURA BdTrusteesNov02:mbs Scientific Pre-Eminence -Consolidate and enhance highest quality scientific program in hadronic physics in context of customer and stakeholder requirements Benchmark stewardship -Efficient use of resources to maximize science output and value for national investment -On cost, on schedule completion of SNS, 10 kW FEL meeting or exceeding specification -Continued excellent ISM, ISSM performance Position lab for vibrant future -12 GeV and beyond -FEL program (recognized and funded) -Create technological innovation based on unique core capabilities Employer of choice for the best and the brightest JLab Leadership Goals

3. 3 Operated by the Southeastern Universities Research Association for the U.S. Department Of Energy Thomas Jefferson National Accelerator Facility CWL SURA BdTrusteesNov02:mbs Path Forward to Realize Goals Assessment: facing challenges and opportunities from a position of strength A compelling vision shared and supported by customers and stakeholders Strategies to “close the gap”

4. 4 Operated by the Southeastern Universities Research Association for the U.S. Department Of Energy Thomas Jefferson National Accelerator Facility CWL SURA BdTrusteesNov02:mbs A Position of Strength: JLab Performance FY ‘02 completed to highest customer expectations: highest rating “outstanding” SURA Institutional Management Review: -Strategic planning, managerial effectiveness, and corporate culture “outstanding” -Smooth leadership transition and effective steps to make a good organization better Physics: -Beautiful, highest quality, and relevant -Unique facility, strong theory and computer simulation -Highly productive: publications and Ph.D.’s SNS exceeding specs against tight schedule FEL from add-on to inclusion in Navy budget Managed to obtain funding for CEBAF Center addition (59,000 ft 2 )

5. 5 Operated by the Southeastern Universities Research Association for the U.S. Department Of Energy Thomas Jefferson National Accelerator Facility CWL SURA BdTrusteesNov02:mbs A Position of Strength: JLab Performance (cont.) Unique community relations and outreach -Community relations best of all National labs (IM Review) -Education program has highest visibility in Office of Science Credible with scientific community: NSAC endorses need for more operating funds and 12 GeV upgrade Credible with DOE: -Operations review certifies JLab funding needs -Institutional Plan review and follow-on meetings with office of Science endorse vision Credible with legislators: FY ‘02 language, FY ‘03 bills and language

6. 6 Operated by the Southeastern Universities Research Association for the U.S. Department Of Energy Thomas Jefferson National Accelerator Facility CWL SURA BdTrusteesNov02:mbs A Position of Strength in Perspective: Challenges 5 years of sub-inflation funding have created extreme pressures Core competencies are at risk: maintained through projects “for others” 12 GeV not yet secured

7. 7 Operated by the Southeastern Universities Research Association for the U.S. Department Of Energy Thomas Jefferson National Accelerator Facility CWL SURA BdTrusteesNov02:mbs A Compelling Vision: Planning Process Planning involves stakeholders from all areas broadly and deeply Institutional Planning: -In-house working groups -Science Policy Advisory Group (Geesaman [chair], Appelquist, Austin, Close, Koonin, Sessler, Tigner, Vigdor) Nuclear Physics Research: -Program Advisory Committee; User’s Board of Directors 12 GeV Upgrade: -User workshops; NSAC/APS town meeting, Focused PAC sessions FEL: -FEL PAC; Industrial Advisory Board; Maritime Technical Advisory Board Plan vetted by DOE through JLab S&T Review, Annual Budget Review, and Institutional Plan process

8. 8 Operated by the Southeastern Universities Research Association for the U.S. Department Of Energy Thomas Jefferson National Accelerator Facility CWL SURA BdTrusteesNov02:mbs Pursuing a Focused Vision Mission: Forefront Nuclear Physics Research Jefferson Lab was envisioned and built to perform physics experiments at the cutting edge of the field: elucidate the quark-gluon structure of hadrons through a three-pronged approach based on experiment, theory, and simulation Key experimental elements envisioned -A 6 GeV program through (and beyond) 2010 -Construction of a 12 GeV Upgrade, the start of a program to understand quark confinement, study valence quark distributions and map GPDs beginning in 2010 - Construction of a follow-on upgrade, ~ 25 GeV fixed target, and/or an electron ion collider for the third decade of the century to develop capabilities needed to complete our understanding of hadronic structure. This program will be supported by a growing theory effort and, in particular, the development of the computing capabilities required for lattice QCD A commensurate modest accelerator R&D program will lead to new performance levels for srf accelerating structures, enabling further advances in our nuclear physics research capabilities.

9. 9 Operated by the Southeastern Universities Research Association for the U.S. Department Of Energy Thomas Jefferson National Accelerator Facility CWL SURA BdTrusteesNov02:mbs Envisioned Evolution of Jefferson Lab Nuclear Physics Program (draft)

10. 10 Operated by the Southeastern Universities Research Association for the U.S. Department Of Energy Thomas Jefferson National Accelerator Facility CWL SURA BdTrusteesNov02:mbs Responding to National Needs with Unique Core Competencies Development and advancement of JLab core competencies benefit the Nuclear Physics mission and have resulted in capabilities useful to the larger national science enterprise. Jefferson Lab has responded to national needs in areas synergistic with our NP mission where we have unique capabilities. JLab will continue to apply its unique core competency in rf superconductivity as a partner in the construction of new facilities in the DOE Office of Science Lab system as requested (SNS, RIA, others) JLab will, working with the DOE and DOD, continue its synergistic development of breakthrough Free Electron Lasers as long as compatible with Tier III lab status (below 200 kW) -Complete the 10 kW IR and 1 kW UV for the DOD -Build a 100 kW FEL -Explore the industrial and scientific application of high power FELs JLab’s detector expertise is and will continue to be applied to a growing list of medical applications funded by DOE/OBER, NIH, and others.

11. 11 Operated by the Southeastern Universities Research Association for the U.S. Department Of Energy Thomas Jefferson National Accelerator Facility CWL SURA BdTrusteesNov02:mbs Envisioned Evolution of Jefferson Lab Science and Technology Programs (draft)

12. 12 Operated by the Southeastern Universities Research Association for the U.S. Department Of Energy Thomas Jefferson National Accelerator Facility CWL SURA BdTrusteesNov02:mbs Critical Success Factors Remain capable of attracting highest quality staff: funding limits motivating research opportunities Solve funding issues in context of increased science funding and get 12 GeV included in Office of Science overarching strategic plan Find path forward for accelerator R&D -Opportunity for breakthrough: accelerator R&D has gained high visibility in Office of Science Find path forward for FEL -Opportunity for breakthrough: at request of Office of Science, SURA and JLab will carry out a high-level FEL science review Finally: even the best organization can improve and learn to use resources ever more effectively

13. 13 Operated by the Southeastern Universities Research Association for the U.S. Department Of Energy Thomas Jefferson National Accelerator Facility CWL SURA BdTrusteesNov02:mbs SURA*/Jefferson Lab Organization Newly formed standing committees to address: Science, Operations, Infrastructure

14. 14 Operated by the Southeastern Universities Research Association for the U.S. Department Of Energy Thomas Jefferson National Accelerator Facility CWL SURA BdTrusteesNov02:mbs Key Features Summarized SPAG: Advise the Director on scientific direction Assistant Director: Added attention to stakeholders and lead for programs of continual improvement CIO: Centralize and make quickly accessible management information for planning, assessment and rapid response CFO: Centralize and fully integrate budget and financial systems and provide advice on resource allocation and redistribution across whole organization CTO: Consolidate tech transfer and related initiatives PMO: Centralize tools and procedures for project management

15. 15 Operated by the Southeastern Universities Research Association for the U.S. Department Of Energy Thomas Jefferson National Accelerator Facility CWL SURA BdTrusteesNov02:mbs Conclusion All quantitative and qualitative data demonstrates that JLab is delivering on its mission as a well-managed, can-do organization. JLab management, with the help of internal and external sources has developed a compelling vision and has identified challenges and opportunities JLab management is committed to address these challenges aggressively