# Presentation: 641674

## Preliminary BaselinePreparations for CD-2 IPR/EIR

**Jim Yeck, Deputy Project Director**
**NSLS-II PAC Meeting**
**May 24-25, 2007**

- pp

## Outline

- CD-2 and EIR Requirements
- Performance Baseline Development Plan
- WBS Changes
- Schedule Development
- Proposed Cost Baseline and Funding Plan
- Summary & Issues

## Establish Performance Baseline
-	Baseline development plan in place.  Developing a schedule that is consistent with expected funding profile.

Baseline External Independent Review & OECM Validation
EIR will be conducted in conjunction with the SC review.

Establish Compliant Earned Value Management System
-	Scoping review of BNL system in June and assessment in August.

Value Engineering (as applicable)
-	CF scope addressed by A/E.  AS scope addressed by workshops and internal reviews.

Incorporate High Performance Sustainable Building Provisions in Design - 

Determine Quality Assurance Program is Acceptable - 

Update Project Execution Plan, Hazard Analysis, and Security Vulnerability Assessment Report - 

- -	*Baseline development plan in place.  Developing a schedule that is consistent with expected funding profile.*
- Baseline External Independent Review & OECM Validation
*EIR will be conducted in conjunction with the SC review.*
- Establish Compliant Earned Value Management System
- -	*Scoping review of BNL system in June and assessment in August.*
- Value Engineering (as applicable)
- -	*CF scope addressed by A/E.  AS scope addressed by workshops and internal reviews.*
- Incorporate High Performance Sustainable Building Provisions in Design - **
- Determine Quality Assurance Program is Acceptable - **
- Update Project Execution Plan, Hazard Analysis, and Security Vulnerability Assessment Report - **

**CD-2 Checklist**

## Resource Loaded Schedule [Detailed Schedule/Cost Estimate]
Total Project Cost and Project Schedule
Work Breakdown Structure
Risk Management [Risk Management Plan/Assessment]
Preliminary Design and Design Review
System Functions and Requirements
Hazards Analysis
Value Management/Engineering [Reports]
Project Controls/Earned Value Management System
Project Execution Plan
Start-up Test Plan (as appropriate)
Acquisition Strategy
Integrated Project Team

- Total Project Cost and Project Schedule
- Work Breakdown Structure
- Risk Management [Risk Management Plan/Assessment]
- Preliminary Design and Design Review
- System Functions and Requirements
- Hazards Analysis
- Value Management/Engineering [Reports]
- Project Controls/Earned Value Management System
- Project Execution Plan
- Start-up Test Plan (as appropriate)
- Acquisition Strategy
- Integrated Project Team

**EIR Lines of Inquiry**

## CD-2 Baseline Development Plan

- Complete WBS & Scope Changes	March 30
- Complete Lattice Design Change (Footprint)	May 4
- Complete Integrated Schedule & Start Cost Update	May 18
- SC Status Review, Confirm CD-2 Review Plans	May 22
- Review Performance Measurement Baseline (PMB)	Aug. 24
- Conduct Final Review of the NSLS-II PMB	September 21
- Start CD-2 Review Preparation 	October 1
- Establish Performance Baseline	October 12
- CD-2 Review & EIR	November 6-9

## Revised WBS Structure

## Preliminary Milestones(revised funding profile)

| Date | Milestone | Activity |
| --- | --- | --- |
| Aug. 2005 | CD-0 | Approve Mission Need (Complete) |
| Jan. 2006 |  | Initiate Environmental Assessment and A/E Selection Process (Complete) |
| Oct. 2006 |  | Complete EA/FONSI;  Internal Advisory Committee Reviews (Complete) |
| Nov. 2006 |  | Complete Conceptual Design Report, Preliminary Baseline (Complete) |
| Dec. 2006 |  | CD-1, Preliminary Baseline, Review (Complete) |
| Jun. 2007 | CD-1 | Approve Alternative Selection and Cost Range (ESSAB on June 22) |
| Jan. 2008 | CD-2 | Approve Performance Baseline (SC Review/EIR on November 6-9) |
| Feb. 2009 | CD-3 | Approve Start of Construction (possibly earlier, December 2008) |
| Dec. 2010 |  | First Ring Tunnel Section Complete, Start Installation and Subsystem Integration |
| Feb. 2012 |  | Last Ring Tunnel Section Complete |
| Jul. 2012 | CD-4a | Beneficial Occupancy of the Experimental Floor |
| Jan. 2013 |  | Storage Ring Commissioning Complete |
| May 2013 |  | Storage Ring Operational with Initial Insertion Devices |
| Mar. 2014 |  | Early Project Completion |
| Mar. 2015 | CD-4b | Approve Start of Operations |

**Preliminary Milestones****(revised funding profile)**

## Completion Milestones

**Critical Decision 4a, Approve Beneficial Occupancy of the Experimental Floor**
- Approval of CD-4a authorizes the beneficial occupancy of the experimental floor for the purposes of installing and commissioning beamlines and equipment, and starting initial operation of the NSLS-II storage ring following its commissioning. CD-4a is approved by the PSO.
**Critical Decision 4b, Approve Start of Operations**
- Project completion (CD-4b) will be accomplished when the commissioning goals, which will be developed to support approval of CD-2, have been achieved. Prior to operations, a period of commissioning and performance testing for NSLS-II will be completed as technical systems and facilities are installed. When all capital facilities necessary to achieve the Project Completion Performance Parameters listed in Table 4.4.1 have been installed and certified to operate properly and safely, the project and DOE managers will recommend facility acceptance. CD-4b is approved by the SAE.

## Key Performance Parameters(Preliminary Project Execution Plan - May 2007)

**Summary Schedule****(revised funding profile)**

## Preliminary Cost Estimate(revised funding profile)

| Project Management | $   40.0 |
| --- | --- |
| Accelerator Systems | 181.0 |
| Conventional Facilities | 220.0 |
| Experimental Facilities  | 84.0 |
|      Contingency (37%) | 196.0 |
| Total Estimated Cost (TEC) | 721.0 |
| Advanced Conceptual Design, and R&D | 67.0 |
| Pre-Operations | 95.0 |
| Total Other Project Costs (OPC) | 162.0 |
| Total Project Cost (TPC) | $ 883.0 |

**Cost ($ millions)**

**Preliminary Cost Estimate****(revised funding profile)**

## Revised Funding Profile

**Notes:**
KEY MESSAGES:
Real money started this year ’07
Significant need for ’09 to support conventional construction
Plans in place for  baseline validation to support 09 budget, need to keep moving with design
Peak funding years 09-13

## NSLS-II Obligation Profile(full burdened and escalated)

## Summary/Issues

- Aggressive Schedule for Establishing the NSLS-II PMB
- Preliminary design timeline shortened due to FY2007 CR and timeline for FY2009 construction budget submission
- PMB will be defined at less than 5% complete
- NSLS-II Team will prepare a solid PMB for the CD-2/EIR reviews
- Relatively stable technical baseline at an early stage
- Experienced team in place
- Robust contingency and schedule float
- Issues
- Additional changes and value engineering following establishment of the PMB and the CD-2 review
- Construction activities must start in FY2009 as currently planned