LUSI PROJECT BUDGET AND SCHEDULE STATUS

1. LUSIPROJECT BUDGET AND SCHEDULE STATUS Thomas Fornek LUSI Project Manager June 8, 2009

2. Outline Project Status Funding, Obligations & Costs Cost and Schedule Performance Contingency & EAC Milestones & Critical Path Procurement Status Risk Management Summary

3. LUSI Cost Baseline

4. LUSI ARRA Modified Funding Profile ARRA Modified Profile Moves FY10-FY12 Funds into FY09 Still waiting for $7.6M of FY09 Funds Total received in April, 2009

5. Project Status (1) LUSI Baseline Performance (through Apr09) TPC = $60M (MIE = $55.1M, OPC = $4.9M) CD-4 = August 2012 TPC >26% Complete, TEC >18% Complete Contingency on MIE = $11.8M 33.2% on remaining work OPC is complete $50K remaining for close-out Most recent added scope to enhance LUSI science program Large Offset Monochromator for XPP Focusing lens for CXI

6. Project Status (2) • Design Completion • XPP Instrument Design through FIDR • CD-3 Ready • CXI Instrument • FIDR held June 3 • CD-3 Ready Now - Solid Instrument Configuration • XCS Instrument FIDR June 17 • 90% CD-3 Ready Now - Instrument configuration is solid • Diagnostics and Common Optics Design • 90% CD-3 Ready Now • Harmonic Rejection Mirror PDR June 15 • Controls and Data Acquisition • 100% CD-3 Ready Now • Inherited Designs from LCLS comprise many items

7. Project Status (3) • DOE-IPR Status Review Report from April Received • Responses have been prepared to the report recommendations • Preparing for the July 15, 2009 CD-3 Review • Held in Germantown • LUSI PM, Instrument Scientists and Controls Rep to travel • Working on the second part of the Baseline Change to incorporate ARRA effects into the baseline • Still need to incorporate two L2 milestones into schedule and adjust schedules appropriately (Waiting on TCCC) • First month of reporting on ARRA accounts has been completed • Some corrections are needed to the baseline – These will be incorporated in May

8. April Status

9. Project Performance April Actuals

10. Project Performance This will be reduced once XCS “Early Science” detector is added

11. Critical Path(s) Critical Path (CP) to CD-4 XPP Sample Goniometer System Order Placed – Est. Delivery March 31, 2010 Secondary – XPP detector – Est. Delivery December, 2009 CXI 1 Micron KB Mirror System Order not placed – Delivery 11 months ARO XCS Detector System Estimated Delivery – December, 2011 Secondary - XCS Diffractometer System Purchase Requisition Process Started – Estimated Delivery December 2010

12. Procurements LUSI using same co-located procurement “cell” as LCLS Demand on SLAC Purchasing Dept. still high LUSI “Cell” still supports LCLS SLAC authority is $1M without DOE approval Only $100K for foreign procurements SLAC ARRA projects increasing demand Meeting with Procurement on a daily basis

13. Project Risks and Mitigation • LUSI Follows the LCLS Risk Management Plan and uses the LCLS Risk Registry • LCLS Project Management Document 1.1-002 • Risk Registry Updated May, 2009 • Major Risks • Do something to cause loss or suspension of ARRA funds • Annual funding - Continuing Resolutions (Retired) • Foreign procurements – Dollar fluctuation, sole source • Loss and/or availability of critical personnel (Exercised) • Ability to place procurements in a timely manner • CXI mirror delivery, performance • XPP, XCS Monochromator delivery, performance • XPP, XCS Detector delivery, performance

14. Lessons Learned • LUSI has reviewed the SNS Instrument Beamline Construction Lessons Learned – Many items were already incorporated • System Integration • Design • Procurement • Scheduling • Construction • Project Management • LCLS has started a Beamline Lessons Learned Document • LUSI Lessons Learned • Procurements demand substantial resources – Project and SLAC

15. Lessons Learned (1) • System Integration • Design Criteria – In place and controlled for LUSI • Baseline Scope Review – LUSI uses established LCLS procedures • Design Guide – Could be developed • Naming – Names established early • P&ID – Not standard at SLAC • Radiation Shielding Configuration • CD-4 Parameters Drawing – Key Performance Parameters • Subject Matter Experts involved early in design - • Integration of electrical systems – Function of Controls • System Integration Review • Plan for Instrument Operation Early – Scientists are already planning for operation • PPS Beam Sweep Plan early – LCLS ops working on this • Plan for Shielding Configuration Control • Complete Shielding Early • Confirm “As-built” conditions early

16. Lessons Learned (2) • Design • Shielding • Keep SLAC RP involved – Follow LCLS procedures – One POC • Documentation • Don’t wait for “just in time delivery” – strains resources • Integration of PPS and non-PPS cabling - Controls • Mechanical Interferences • We are working on processes to minimize this • Vacuum Compatibility • LCLS standards exist • Ergonomic Features • Scientists and Engineers are very involved – experienced • Motion Control – Standards established by controls • Crane Design • Extra Vessel Penetrations – Where possible

17. Lessons Learned (3) • Procurement • Involve Procurement Early • Advanced Procurement Plans • Also plan for advanced procurements in PEP • Scheduling • PPS and Detectors • Allow appropriate installation time • Component Delivery History • Huber goniometers • Motion Control Testing • Scientists working with controls

18. Lessons Learned – (4) • Construction • Survey and Alignment • Involve Survey and Alignment early • Oxygen Deficiency (ODH) Detectors • Install when clean conditions exist • Project Management • Advance Procurement Approvals • Heavily used on LUSI • IRR Procedures and Approach to IRR • LCLS to generate for AMO – LUSI will follow these • Project Close-out • Takes longer than expected • LCLS Photon Systems • Scope Definition and Tracking needs more attention • Affects interfaces – Who is doing what

19. ARRA Milestones – Look Ahead • May, 2009 - Advance Procurement Approval XCS & DCO • Procurement Review held April 23, 2009 • Final Report Received May 5, 2009 • Responses complete • July, 2009 - Final Instrument Design Reviews for CXI & XCS • June 3 – CXI Completed • June 17 – XCS Scheduled • August, 2009 - SC IPR of Revised Baseline & CD-3 Readiness • SC IPR for LUSI CD-3 planned for July 15 • September, 2009 - ESAAB Approval of Revised Baseline and CD-3 • October, 2009 - CD-3, Approve Start of Fabrication • December, 2010 - XPP Complete Instrument Ready for Science

20. April ARRA Status

21. Other ARRA Items • Procurements • Eleven ARRA procurements in various procurement stages • Staffing • LUSI hiring plan in place • Additional management support brought on • Technical Scope • XCS “Early Science” Milestone and plans for associated detector has been reviewed and approved by the Technical Configuration Control Committee

22. Schedule Advancement • XCS “Early Science” allows for a functioning XCS instrument one year earlier than original schedule

23. April Milestone Status

24. Summary Substantial Project Completion is only 27 months away LUSI needs CD-3 to utilize ARRA funds effectively Procurements demand substantial staff attention Making progress Need to complete second Baseline Change to tie up loose ends in the schedule