# Presentation: 299796

## MIDEX Missions 3/4Concept Study ReportKickoff Meeting2/17/1999

**MIDEX Missions 3/4****Concept Study Report****Kickoff Meeting****2/17/1999**

## MIDEX DOWNSELECTION SCHEDULE/EVALUTION FLOW

**MIDEX DOWNSELECTION SCHEDULE/EVALUTION FLOW**

- Jan 22

- Convene Science Panel as Required

- Feb 17-18

- Jun 18

- Aug 2-20

- Target: Sep 8

## Concept Study Report Evaluation

_**Concept Study Report Evaluation**_

**  ****HQ/Paul Hertz will Chair the Evaluation Team**
**  ****LaRC/David Gilman will Co-Chair & lead the TMCO       evaluation**
**  ****Per Concept Study Guidelines and schedule, final reports must be delivered to TBD nlt 4:30 PM, June 18, 1999.**
**	****-  **Signed Original and 35 copies
- 	-  No late changes or errata sheets

## Concept Study Report Content

_**Concept Study Report Content**_

**  ****Phase 1 Selections based heavily on Science Merit**
**	**-  Unless Concept Study results demand it, Science should
- 	    not change
- 	-  Science section from Proposal MUST be repeated in this
- 	    Report
- 	-  Any and all Changes to be highlighted
- 	-  Unless Science changes, Phase 2 Downselection will now
- 	    emphasize _implementation_:  Tech Merit and Feasibility
- 	    and TMCO
**  ****Technical Merit and Feasibility of Science Maturity  **
- 	-  Some TBD’s and block diagrams were allowable in Phase 1
- 	-  Details of instrument strategy, sensitivities, and
- 	    implementation are required in Phase 2/Downselection
- 	-  Block diagrams, instrument, and  observation tables should
- 	   be updated with design details

## Evaluation Criteria

_**Evaluation Criteria**_

-   5 **Evaluation Criteria per Concept Study Evaluation Criteria**
**      ****Revision**
- 	-  _Scientific Merit of Investigation_:  Not reevaluated unless
- 	   there is a change made
- 	-  _Total Mission Cost to NASA_:  This is equal to Concept
- 	   Study Report proposed cost.  Note: cannot increase from
- 	   proposed cost by more than 20% or exceed cost caps
- 	-  _Technical Merit and Feasibility of Science Implementation_:
- 	    Per Concept Study Guidelines
- 	-  _Feasibility of Mission Implementation:_  Per Concept Study
-                Guidelines and discussed in TMCO section of Briefing
- 	-  _Quality of Education, Outreach, Technology, and Small,_
- _	_   _Disadvantaged Business Plan_:  Per Concept Study Guidelines
- 	   and discussed in TMCO section of Briefing

## Competition Conditions

_**Competition Conditions**_

**  “****Blackout” after the Kickoff Meeting**
- 	-  Except for the remaining Debriefings, communications 	   after this meeting will be controlled.
- 	-  All questions should come to HQ/Paul Hertz ;  answers
- 	   if warranted will be provided via MIDEX Program
- 	   Homepage and email to all PI’s.
- 	-  Site visit details will be coordinated with Paul Hertz or 	   Dave Gilman

## TMCO Requirements Overview

_**TMCO Requirements Overview**_

**  ****Emphasis Points to Remember**
- 	-  General and programmatic portions of the AO are 	   still valid:
- 	-  Schedule:  Refine from proposal
- 	-  Cost Growth:  limited by AO cost caps and/or +20%
- 	-  SF 1411 Contract Pricing Proposal Cover Sheet will 	   be req’d for next Phase (B/C/D)
- 	-  If International participation is involved, at least 		   draft (prefer signed) agreements must be submitted.  	   See HQ/Code I

## TMCO Requirements Overview (Continued)

_**TMCO Requirements Overview (Continued)**_

** ****Emphasis Points to Remember (continued)**
**	**-  In Phase 1, Science was prioritized; in Phase 2 implementation
- 	   details and commitments will be emphasized.  Definitized,
- 	   final planning will be expected in the Report.
- 	-  If Project is chosen at Downselection, the proposed costs
- 	   submitted with the Concept Study Report are _final_ unless
- 	   NASA elects to renegotiate them during the Project Kickoff.
- 	-  No cost growth after selection is allowed, therefore, best
- 	   possible cost estimates with margins should be proposed.
- 	-  For government provided services (launch services, DSN, etc)
- 	   get latest revised estimates and letters of commitment.
- 	   Contact POC’s in reference documents.
- 	-  Full Cost accounting
- 	-  Data submitted is assumed to be both Costs and Obligations
- 	   Authority required to implement the project.  Note: long lead
- 	   procurement needs.

## TMCO Requirements Overview (Continued)

_**TMCO Requirements Overview (Continued)**_

**  ****Specific Requirements for Concept Study Report:**
- 	-  ***Guidelines for Concept Study Report Preparation***, defines 	   the preparation and submission reqmts.
- 	-  Reports are single volumes to be organized as outlined in
- 	   the Guidelines document.
- 	-  Page formats and limitations are defined:  note foldout = 1 pg
- 	-  No references to proposals; evaluation only of material from
- 	   (1) Concept Study Report; and (2) Briefing materials from Site
- 	   Visits.
- 	-  All contributions must be documented with _signed_
- 	   commitments.
- 	-  Technical Approach and Management plan should be 		    finalized.  Mission Definition and Requirements Agreement 	    (MDRA) is a required Appendix.
- 	-  Definitized planning for E/PO, Tech Transfer, and SDB
- 	-  Appendices other than specified are NOT allowed.

## TMCO Requirements Overview (Continued)

_**TMCO Requirements Overview (Continued)**_

**  ****Specific Requirements for Concept Study Report (continued):**
- 	-  Revision to the G/L document have been made to emphasize
-      Provide additional page count flexibility
-      To assure that AO definitions and requirements apply
- 	Need for specific margins planned and how managed
-      Need for details of planned environmental testing
-      Need for definitized and substantiated costing
-      Need for clarification of claims of heritage in
-        hardware and software
-      Need for both Tech _transfer_ and _commercialization_
- -  Revision of the Cost Element Document have been made to
-      Include comments received from the community
-      To make definitions better match cost elements in the
-        Guidelines Document required Cost Tables and Figures
- -  ***Concept Study Evaluation Criteria*** document was editorially
-     modified only.

## TMCO Requirements Overview (Continued)

_**TMCO Requirements Overview (Continued)**_

**  ****TMCO Evaluation**
- 	-  TMCO evaluation defined in ***Concept Study Evaluation***
- 	   *** ******Criteria*** document
- 	-  In Phase 1,   TMC Risk and Outreach was evaluated in only
- 	   3 degrees each:  High, Medium, Low Risk; and Poor, Good,
- 	   or Excellent degree of Outreach consideration.
- 	-  In Phase 2/Downselect, we expect 9 degrees for TMCO will 	   be used for evaluation to be equivalent with Science Merit 	   and Tech Merit and Feasibility.  Evaluations will be 		   considerably more refined and discriminating
- 	-  Cost realism will be an important risk consideration
- 	-  Proposals at or near the cost caps and/or with insufficient
- 	   cost margins will likely be considered High Risk.
- 	-  New technology will add risk unless flight qualified (TRL 8)
- 	   or have flight qualified/demonstrated backups.
- 	-  All pertinent Outreach criteria (E/PO, SDB, and Tech) should
- 	   be addressed.

## TMCO Requirements Overview (Continued)

_**TMCO Requirements Overview (Continued)**_

**  ****Oral Briefings/Site Visits**
- 	-  Oral briefings/site visits to be scheduled in the period of
- 	   approximately 8/2-20/99
- 	-  Location of the Briefings/Sites to be determined by the
- 	   PI/proposal team and coordinated with LaRC/David Gilman
- 	-  Briefings at each site will be limited to 8 hours;  an additional 	   1 hour for site tour is allowed.  (Suggest days of 8-5:30)
- 	-  Visiting evaluation team will be constrained, therefore all
- 	    briefings should be in plenary.  (Avoid splinters please)
- 	-  Written mission specific questions will be submitted to the
- 	    PI/proposal team about 72 hours before visit regardless of 	    order or schedule date.  All teams will get the same lead time.
- 	-  Unless specifically requested by NASA otherwise, only data
- 	    and material _presented during the briefings_ will be considered.
- 	-  Preferred Site selections and dates are due to LaRC nlt TBD
- 	-  Confirmation of Site Visit Schedule will be given nlt TBD

## Congratulations

**Congratulations**
**and**
**Good Luck!!**