# Presentation: 298418

- Martin Cooper, Los Alamos
- Co-spokesperson and Contract Project Manager
- for the EDM Project
- for presentation to
- The EDM Collaboration
- Pasadena, CA
- February 14, 2007

- The Path to CD-2

## Outline

- CD-2 schedule
- R&D schedule
- Upgrading the schedule and work packages
- Monitoring progress
- Documenting costs
- Specifications for Integrated Tests
- Memoranda of Understanding
- Engineering approach (Jan Boissevain)

## Perspective

- To paraphrase the narrator from the *Shawshank Redemption*, “...crawled through 500 yards of unspeakably vile mire to freedom...”
- Unfortunately, there is another mile long pipe to reach CD-2

## Caveats

- Many things in this talk depend on the resolution of the FY’07 budget
- There is Jehanne’s way or the highway

## New Phase for nEDM

- The nEDM Project has entered a new phase: The detailed planning/baseline development phase
- Involves refining the scope, schedule and cost plan to a single “baseline” (not a range).
- The baseline becomes the “contract” with DOE (customer) at   CD-2.
- CD-2 approval is dependent on a “valid baseline”.
- Schedule and cost status must now be reported to DOE at a lower level of detail.

## Performance Baseline

- The Project Performance Baseline is Developed on*:
- •	A mature design (R&D and engineering effort)
- •	A well defined and documented scope (work packages)
- •	A resource loaded detailed schedule (MS Project schedule)
- •	A definitive cost estimate (basis of estimate)
- •	Defined key performance parameters
- *Source: DOE Order 413.3A

## CD-2 Schedule

- Completion of R&D				End December 2007
- CD-2 Review					Beginning May 2008

## R&D Schedule 

## R&D Schedule 

## Updating the Schedule and Workpackages 

- The current full-project schedule is not manageable
- It violates the DOE order in places
- It is not uniformly detailed
- It needs to have costs and resources assigned at the lowest level
- The intersystem logic is sometimes illogical
- It is reasonable to correct it in the next 3 months or so
- Kim and Martin will work directly with each subsystem manager
- The level of effort will vary from a few hours to a few days
- Martin will rework the intersystem logic in consultation with the subsystem managers
- Once again, it is necessary to go over the labor rates at each institution

## Funding and Schedule Distribution 

- Kim and Martin will keep two sets of books
- The DOE set that has the milestones and costs including contingency
- The nEDM set, to be used by the subsystem and work package managers, that allocates the base costs and schedule
- The total cost contingency is $4.2M and the schedule contingency is 1 year
- Contingency allocations will be made under change control guidelines
- Each fiscal year, Martin plans to distribute base funds as soon as possible and contingency funds as few times as possible later in the year.
- Practice schedule updating on the R&D

## Change Control Limits 

## Preliminary Level 2 Milestones 

- There will be level 3 milestones too, about 2/Qtr

## Monitoring Progress 

## Documenting Costs 

- nEDM must prepare for a fairly rigorous review, the Independent Cost Estimate (ICE)
- Prepare a cost/resource estimate notebook by lowest WBS element that contains:
- the rationale and approach for estimating work package costs, e.g. vendor quote, catalog price, parametric scaling, etc
- vendor quotes for procured items over $25k and maybe $5k
- estimates via other methods
- Another workshop for subsystem and work package managers, perhaps associated with the next or following collaboration meeting
- Internal reviews

## Specifications for Integrated Tests 

- Paul Huffman will chair a committee to determine what consists of adequate performance from the cryogenic subsystems to allow them to be installed into the main cryostat at ORNL
- The committee should include David Haase, Takeyasu Ito, Brad Filippone and Steve Williamson
- Anyone else can contribute
- Preliminary proposal by next collaboration meeting
- Refined proposal by the following collaboration meeting

## Memoranda of Understanding

- Will use examples from other nuclear physics projects

## Engineering Approach