US CMS Cost & Schedule

1. US CMS Cost & Schedule • Mark Reichanadter • US CMS Project Engineer • DOE/NSF Review • 8 May 2001

2. Outline • Overview • Status and Performance • US CMS Cost Performance Report • Work Scheduled, Work Performed, Obligations, Actuals • Cost and Schedule Variances and Indices • Cost Experience • L2 CPR’s, M&S and Labor Performance • Schedule Performance • L2 Schedule Variances • L1, L2, L3 Milestone Performance • Schedules and Critical Paths (CMS, EMU, HCAL, ECAL) • Contingency Assessment • Base vs Scope • Issues & Summary

3. US CMS C&S (Philosophy) • The US CMS Project is organized into 9 separate L2 subsystem files (MS Project) where cost and schedule estimates and progress are maintained and reported against. • The L2 MS Project files are used as the sole source of cost and schedule information, and changes are approved through change control. • In an effort to actively manage each L2 subsystem and maintain the most accurate planning model, changing the project file to better reflect current knowledge is encouraged. • Provides the earliest possible warning of weak spots • A stale plan is a less useful management tool • “Plan the Work - Work the Plan” • Each month, 9 updated L2 files are submitted to the PO, with % complete progress and possible ~45-50 changes to the US CMS ‘approved’ plan.

4. US CMS C&S (Philosophy) • US CMS believes that revising the plan when the previous model is no longer relevant is essential to US CMS communication and coordination, and also promotes active management. • Tracking and reporting are more challenging. • Assessing performance is more difficult since traditional reference points are often reset. • US CMS has a fixed TPC = $167.25M, a defined set of deliverables, and is matched to the global CMS schedule. • Because US CMS is now in the later phases of the project (54% complete), more emphasis is placed on performance and less on cost estimates. • US CMS uses an ‘Earned Value’ system to report and assess our cost and schedule performance. • BCWS (Budgeted Cost of Work Scheduled-What did you plan to do?) • BCWP (Budgeted Cost of Work Performed-What did you do?) • ACWP (Actual Cost of Work Performed.-What did it cost?)

5. US CMS PerformanceMar01 (AY$) Ignoring CP & PO, BCWP/BCWS still about 88%.

6. BCWS, BCWP, Obl. & Actuals Work scheduled attempts to saturate BA. Some early problems with accounting of Est. Actuals. 34 months of reporting. Trends are fairly linear. US CMS is technically limited.

7. Cost and Schedule Variance Cost Variance (P-A) Can be misleading when rolled up to a high level. A cost overrun (-) can be cancelled out by invoice lag (+). Schedule Variance (P-S) Fairly constant in recent months.

8. Cost and Schedule Performance Indicators SPI (BCWP/BCWS) fairly consistent at ~85-88%. Ignoring CP & PO, BCWP/BCWS ~88%. Trends indicate slightly behind on planned work, and under-running cost (invoice lags and large multi-year contracts).

9. US CMS L2 Cost Performance Reports Tracks actual costs vs budgets (in AY$) at lowest WBS for each L2 system. New cost tool for US CMS.

10. Cost Experience - M&S Current cum BCWP is ~74 AYM$. 22 M&S contracts account for ~36 AYM$ or 49% of our BCWP.

11. Cost Experience – LaborHCAL Optics Production-(FNAL L5, L8) Total labor for this task ~ 1.8 M$

12. Cost Experience – LaborEMU CSC Production-(FNAL L8, MP9) Total labor for this task ~ 3.5 M$

13. Major Schedule Variances We actively monitor and discuss US CMS subsystem schedule variances during L1/L2 monthly meetings.

14. CMS Schedule • CMS is currently following the V31 planning schedule • Includes a ‘working detector’ w/colliding beam “pilot run” in April 2006. • Shutdown from May 2006 to July 2006 (pixels, EE-, IT) • Ready for full year of LHC operation in July 2006. • US CMS has adopted the V31 model and has aligned its I&C effort (FY04-FY05) to be in phase with CMS. • Draft L1, L2, and L3 milestones consistent with V31 are in development and will be processed through change control when approved by the LHCC and CMS (estimate rebaseline in July 2001). Mostly affects FY04-FY05. • LHCC, CMS, and US CMS presently report on milestone progress wrt Aug 99 LHCC baseline (v27).

15. US CMS Schedule • Currently, the majority of the US CMS effort is in the production of deliverables here in the US. • US CMS has assumed responsibilities for major deliverables and its subparts (vertical integration) allowing some autonomy in managing the factories in the US. • US CMS takes the approach to go as fast as possible when technically ready. This allows an increase in overall schedule slack and reduced risk wrt V31.

16. CMS SX5 V31 Schedule

17. CMS UX5 V31 Schedule

18. US CMS L1 & L2Milestone Performance (V27) Define at EDR Fall 01?

19. US CMS L1 & L2Milestone Performance (V27) Redesign Mechanics + crystal boule Near CP No approved Silicon Tracker milestones

20. EMU Critical Path (v6)

21. HCAL Critical Path-r11

22. ECAL Critical Path (v6)

23. US CMS ProjectContingency Allocation (AY$)

24. US CMS Contingency Allocation Scope increases are modest. Most contingency applied to base to maintain schedule

25. Cost and Schedule IssuesLast Review • Lehman Review – Oct00 • On schedule and on budget • Areas in need of improvement • Milestone coordination (CMS, US CMS, Agencies, L2 Groups, L3 groups, non-US groups, etc.) • Mostly done, continue to work with CMS. • Continue effort WBS Tracking System in PO to accurately measure budget/actuals at lower levels. • L2 CPR’s, continue to refine/improve • EMU (continue to work on coordination) • I&C plan is improved • HCAL (need a few wins, RBX, HPD, HF) • Some solutions are near. • ECAL (continue to refine schedule) • US has a CP analysis. ECAL is on CMS CP. • Installation and commissioning • I&C and M&O plans are converging.

26. Cost Performance Summary – May01 • How much have you spent? • Are you under, over, or on-budget? • Total US CMS Cost = $64,554K (Mar01). • We are On Cost • Historically large M&S purchases and labor experience at two major factories indicate US CMS ~on cost. • At a low WBS level, L2 CPR’s shows no significant cost overruns. • Actuals lag behind BCWP by ~13%. • Lag adds uncertainty but tracks ~linearly with BCWP.

27. Schedule Performance Summary – May01 • Are you on schedule? • If not, where are you slipping? • What are the implications? • What are you doing about it? • We are On Schedule (matched to V31). • US CMS Schedule tools are consistent • BCWP/BCWS analysis from % complete. • Milestone tracking, Schedule Variance. • Critical Path analysis for US CMS tasks, and SX-5/UX5 I&C. • L1/L2 monthly meetings (work-arounds).

28. Cost & Schedule Issues May01 • Areas to work on in next 6 months; • Rebaseline milestones consistent with V31 • Change control improvements within CMS being developed • Continue to improve L2 CPR’s. • Cost performance is key in later stages of project. • Implement ‘rolling close out’ of completed WBS#’s. • EMU • Overall Performance, parts flow, handoff to CERN, I&C • HCAL • RBX production, HPD production, HF (fiber, PMT’s) • SiTrkr • Parts flow, coordinate production start. • Continue to improve I&C and M&O planning