Project CSM, SE, EH&S Overview

1. v3 Project CSM, SE, EH&S Overview Laboratory Director’s Review for the DESI CD-2 Plenary P9 2015-06-17 Henry Heetderks (UCB) Project Manager

2. Outline Project Organization WBS Overview Schedule Cost Summary Risk Management Major Reviews EH&S CD-2 Preparation Status Summary

3. 3 Project Organization WBS Overview Schedule Cost Summary Risk Management Major Reviews EH&S CD-2 Preparation Status Summary

4. DESI Project Org Chart (PEP Figure 2) Blue text indicates member of IPT

5. 5 Project Organization WBS Overview Schedule Cost Summary Risk Management Major Reviews EH&S CD-2 Preparation Status Summary

6. Level 2 WBS and Responsible Organization

7. 7 Project Organization WBS Overview Schedule Cost Summary Risk Management Major Reviews EH&S CD-2 Preparation Status Summary

8. Development of the DESI Project Schedule • Developed the resource loaded project schedule in MS Project for CD-1 • Generated WBS to level 5+ • Identified major subsystems and selected managers at WBS level 2 • Generated WBS dictionary and prepared BOE sheets to WBS level 3 • Refined the MS Project schedule task durations and linkages (~2,300 activities with ~ 1,000 milestones) to accommodate funding profiles and project constraints • MS Project schedule imported into Primavera P6/Cobra and control accounts set up in LBNL’s certified EVMS system (DESI-0898) • MS Project WBS codes translated to P6 WBS and Activity Codes • Resource allocations modified to fit P6 format • CAM’s identified; control account plans and work authorizations will be signed prior to CD-2 IPR • DESI preliminary Baseline Schedule defined • We have provided EVMS data for March (DESI-1248) • We will have data for April and May prior to the CD-2 IPR • We will be ready for formal reporting into PARS-2 at the CD-2 IPR

9. DESI EVMS Control Account Mangers

10. DESI Top Level Schedule

11. DESI Top Level Schedule

12. Critical Path WBS 1.4 WBS 1.5 WBS 1.4

13. Critical Path cont. WBS 1.4 WBS 1.9

14. Level 2 Milestones (PEP Table 8 -- 1) 14

15. Level 2 Milestones (PEP Table 8 -- 2) 15

16. 16 Project Organization WBS Overview Schedule Cost Summary Risk Management Major Reviews EH&S CD-2 Preparation Status Summary

17. DESI is Receiving Funding from DOE and Other Sources • DOE Project Funding • Other non-Federal DESI Funding • Foundation support for corrector fabrication • Foreign collaborator in-kind support • Common Fund (foundation contributions and collaborator university in-kind and cash contributions as “buy-in,” held and managed by UCB)

18. Project Cost Summary (TY$K) (PEP Table 6) 18

19. Funding Profile from PEP Table 10 Project Requested Funding Profile for DESI (TY$M)* *FY13 R&D funding was through the LBNL Physics Division (PD) BigBOSS research budget ($2.0M), FY14 was through the LBNL PD research budget ($2M), and future project R&D ($1.1M) for DESI.

20. Base Cost vs. Proposed Funding

21. Foreign In-Kind Contributions to the DESI Instrument 21

22. DESI Common Fund and In-Kind Support

23. Funding Summary: DOE + non-DOE Then Year $K (escalated) 23

24. 24 Project Organization WBS Overview Schedule Cost Summary Risk Management Major Reviews EH&S CD-2 Preparation Status Summary

25. DESI has an Active Risk Management Process • Risk Management plan is released (DESI-0324) • More detailed discussion in Management Breakout • The Risk Registry currently tracks 67 active risks (DESI-0376) • 28 Risks have been retired • The component of contingency needed to offset the listed risks is calculated from a Monte Carlo over the risk items (Detailed discussion in Management Breakout) • The following slide shows a summary of the Major Risks

26. Summary of Leading Risks (from DESI-0376)

27. 27 Project Organization WBS Overview Schedule Cost Summary Risk Management Major Reviews EH&S CD-2 Preparation Status Summary

28. Reviews Performed Prior to CD-1 • Corrector Optics Preliminary Design Review • Corrector Optics Final Design Review • Corrector Optics Delta Review (DESI-0785) • Corrector Barrel Preliminary Design Review • Review and Downselect of Positioner Designs • Spectrograph Camera RFP Review • Spectrograph Camera Preliminary Design Review • Spectrograph Camera Delta Preliminary Design Review • Spectrograph Cameras Final Design Review • Spectrograph System Preliminary Design Review

29. CD-1 IPR Review Recommendations • IPR Final Review Panel Report is Posted DESI-1017 • 21 Recommendations • DESI Project Response Posted as DESI-1018 • All Recommendations are addressed • Additionally we address 16 recommendation-like comments

30. Technical Preliminary Design Reviews • We have performed technical PDR’s of all major elements • Reviews covered requirements, design, analysis and breadboard testing, readiness for early procurements • Total of 31 reviewer and 49 speakers • Primarily external reviewers

31. Technical Preliminary Design Reviews • PDR’s addressed in individual breakout talks 31

32. 32 Project Organization WBS Overview Schedule Cost Summary Risk Management Major Reviews EH&S CD-2 Preparation Status Summary

33. LBNL Environment, Health & Safety • Integrated Safety Management (ISM) Core Functions: • Define the Scope of Work • Analyze the Hazards • Develop and Implement Hazard Controls • Perform Work within Controls • Provide Feedback and Continuous Improvement

34. DESI EH&S Approach • The Project Director (and all other project personnel) are responsible for safety • LBNL Pub-3000 is defining document • DESI p-Hazard Assessment Report specifies controls • Ergonomic, Electrical, Cryogens, etc. • The DESI Safety Officer, Martha White, works with Level 2 managers to analyze hazards and develop procedures and controls (Talk in BO5.4) • At other venues Local safety rules apply • DESI Safety Officer works with counter parts to ensure practices meet LBNL requirements • Maintains close relationship with KNPO Safety Officer, Tammie Lavoie (Talk in BO5.5) • The DESI Safety Officer will assist anyone on the project in dealing with less common hazards • Equipment Safety is addressed as part of the System Engineering task • See DESI-0928

35. 35 Project Organization WBS Overview Schedule Cost Summary Risk Management Major Reviews EH&S CD-2 Preparation Status Summary

36. CD-2 Readiness • Instrument subsystem designs are at or beyond preliminary design, have been PDR’d and meet technical requirements • Baseline documents (functional, design, cost & schedule) developed • Programmatic Documents in Place • WBS Dictionary - scope of project defined (DESI-0398) • Risk Registry – risks defined and managed (DESI-0376) • Cost Estimate – detailed Basis of Estimates developed (DESI-0399) • Schedule – At CD-2 maturity (DESI-1258) • Management plan drafted (PEP: DESI-1262) • EVMS reporting established (DESI-1248)

37. CD-2 Documents Checklist • The above documents are all available on DocDB

38. 38 Project Organization WBS Overview Schedule Cost Summary Risk Management Major Reviews EH&S CD-2 Preparation Status Summary

39. Summary • DESI has a strong and experienced team • The project scope is well defined and organized • Preliminary design complete; we are at final design in many areas • Project risks are well defined and are actively being mitigated • Detailed cost estimates have created a robust baseline cost • The resource loaded schedule is established and linked to the laboratory financial system in a certified EVMS system • Will have 3 months of EVMS reporting at the time of the IPR • Project Hazards are well defined [see pHAR (-0380)]; Safety Plan in place • Required documents prepared and under review • The DESI project is ready for CD-2