S2 Project Management

1. S2 Project Management Robert J. Wilson Dept. of Physics Colorado State University

2. Outline • Project Countdown • Project Management • Tasks Status • Budget Status • Related additional projects/funds • Summary HUSEP

3. Countdown • 7 weeks to submission (6/23) • 6 weeks to final draft (6/16) • 5 weeks to last pre-submission collaboration meeting (6/9) • 4 weeks to 100% completion of all tasks and 3rd draft (6/2) • 2 weeks to post-workshop (2nd) draft (5/19) • 0 weeks to Capstone Workshop (5/4) • Review of conceptual design by International Advisory Board • 0 weeks to 1st drafts (4/28) • - 5 weeks NSF Site Visit (3/28-29) • This presentation is an update of that PM report – designed to demonstrate that we could manage a complex project with a diverse, large and growing collaboration HUSEP

4. Project Tracking • Monthly collaboration meetings • PM budget report & “countdown” • Each committee chair gives status report on progress with S2 tasks • Overlapping responsibilities identified and resolved • Individual follow-up by PM and PI • Tasks completion spreadsheet • Sent to committee chairs/co-chairs; individual follow-up by PM • Bi-weekly Executive Committee and/or Council teleconference • Budget • Each month PM provides updated budget spreadsheet to CSM, CU, CSU, SBU and UNL PIs – they update with actual expenditures for previous months and projections through project completion • S2 Interim Report (Jan. 06) • Dry run for CDR – “over-length” drafts edited to size • Happy with the result HUSEP

5. Project Tasks • S2 proposal tasks (55 in all) • CD: Developing a Plan for Short-term and Long-term Experiments at Henderson DUSEL • DP: Developing the Infrastructure • GS: Geological and Geotechnical Site Characterization • CU: Handling Construction Uncertainty • HS: Health and Safety • EA: Environmental Considerations • PM: Permitting • SI: Shared Infrastructure Considerations • PS: Assessing Public Support • CO: National and International Cooperation • EO: Broader Impact Plan • These map very well onto CDR requirements outlined in Cooperative Agreement NSF 05-506 HUSEP

6. Tasks Tracking • Essentially all critical tasks on track for completion by 6/02/06 • This workshop is a significant completion activity for several tasks • Some tasks identified as more appropriate for TDR • HS-4 Complete safety assessment after design completion; procedures for review and risk assessment are specified in the license agreement • EA-2 Complete environmental assessment after design completion; procedures for review and risk assessment are specified in the license agreement • PM-2 Permitting for specific experiments; approval process is specified in the license agreement • Some tasks (hatched) essentially complete at CDR level – continue into TDR HUSEP

7. Budget • $499,971 project funds received at SBU Oct. ’05; indirect costs waived at all institutions ~ $200,000 contribution • 4/1/06: ~43% of budget expended at month 6 of 9 (66% project period elapsed) • Expenditures and projections are tracking well to original S2 proposal;some re-direction within institutions • Henderson characterization - opportunity to do additional bio-sampling – too good an opportunity to pass up! • Engineering expenditures lower in 1st half due to engineering consultant change • Some salaries and capstone workshop back-loaded • Additional personnel added for E&O (plus donation from The Arapaho Project Inc.) • Lower first workshop costs and use of additional sources of funds (institutions) • 25% travel increase due to collaboration growth • M&S budget reduced – institutional contributions • No significant S2 tasks budget concerns! HUSEP

8. Additional Funding (1) • Harrison Mountain characterizationSubstantial amount of geologic information from surface and the adjacent Red Mountain, but decided that additional subsurface information was essential • Pre-S2 submission – core drill #1 to Central Campus region • Post-S2 award – core drill #2 to Lower Campus region • Core Drill #1 - cost • Core drill bid: $104,000 + standby estimate (Henderson): $16,000 = $120,000 • Plus contingency (15%): $18,000 = Total cost estimate: $138,000 • Actual invoice: $116,172.50 • Funding sources • Contributions: Stony Brook $60,000; CSU $30,000 ; CU $17,000; CSM $10,000; Arapaho $3,000; $40,000 from Dept. of Local Affairs (DOLA)/Clear Creek County • Total direct contributions: $160,000 • Large indirect contributions • CSU management of funds and contracts & waived indirect costs (CSU); core analysis (CSM); drilling subcontract, management and oversight provided by Henderson; countless hours of other collaborators especially from SBU, CSU, CSM, Arapaho, UNL etc. HUSEP

9. Additional Funding (2) • Core Drill #2 - cost • Core drill bid: $201,000 + standby (Henderson): $30,150 = $231,150 • Plus contingency (15%): $34,673 = Total cost estimate: $265,823 • In-progress: At ~75% completion, we are well within TEC • Funding sources • Contributions: Stony Brook $100,000; CSU $50,000 ; CU $50,000; CSM $50,000; $75,000 from Dept. of Local Affairs (DOLA) award to Clear Creek County; $40,000 Colorado Office Economic Development and International Trade (COEDIT) • Total direct contributions: $365,000 • Continued significant indirect contributions from collaborators and their institutions • Balance of contributions • Core logging and analysis; geophysical visualization; biological sampling and analysis; collaboration meetings, capstone travel etc. HUSEP

10. Additional State Funding • Colorado Senate Bill SB06-229 • Allocates $20 million towards DUSEL Visitor Center and Administration buildings. • Last week passed Senate committees unanimously; Monday - senate floor vote: 34-1! • Yesterday passed House State Affairs committee unanimously - testimony by Colorado Lt. Gov. Jane Norton, Colorado Dept. of Natural Resources Director Russell George, Arapaho Project Inc. Exec. Director Steve Schultz • State House floor vote within a few days • HUSEP State Commission • Established by Executive Order of the Governor • Heads of all relevant State agencies • Monthly meetings chaired by Lt. Governor Jane Norton • Have identified additional >$1 million potential funds for next round “good faith” contribution to Henderson DUSEL proposal development HUSEP

11. CDR Status • Required content as directed by Cooperative Agreement NSF 05-506 • 100 pages long • No attachments • Most essential S-2 tasks 90-100% complete • Deadline for all tasks except document prep: June 2nd • Draft section page allocations issued • Committees to provide “Long” and “CDR-ready” documents • More than 130 pages in-hand • CDR Goal: Conceptual design for presentation at capstone workshop andreview by International Advisory Board - Saturday afternoon • Writing retreat of HUSEP Council, June 5-8 – Estes Park, Colorado • Final S2 collaboration meeting, June 9th – CSU-Denver Center HUSEP

12. Summary • Original core team extended with addition of many experienced and next generation members across the whole spectrum of DUSEL science and engineering • Financial issues minimized thanks to strong institutional, CMC and State support • Valuable experience working as a broad-based team to get and spend money effectively • Essentially all S2 funds used as proposed; have almost tripled the NSF investment with additional contributions • Climax Molybdenum Co/Phelps Dodge have invested > $400,000 • State is likely to contribute > $20 million to strengthen the Henderson DUSEL proposal • S2 Project is on track, on budget, on time. • Much hard work in the next weeks… but we will deliver a compelling Henderson DUSEL CDR by June 23! HUSEP