Cost and Schedule Breakout Session Paul Weinman Pacific Northwest National Laboratory

03/19/142Paul Weinman, US Belle II CD-2/3 Peer Review Cost and Schedule Breakout Session Tour of Cost and Schedule Basis and Reports

03/19/143Paul Weinman, US Belle II CD-2/3 Peer Review Schedule Summary schedule – Depicts interfaces with Japanese construction time frame Full project schedule – WBS used as foundation to assure 100% of scope covered – Detailed tasks required to accomplish the scope defined Schedule and cost planned to additional level of detail to validate delivery of detector systems meet KEK construction schedule and effort fits within prescribed funding profile. – Schedule forms the basis for work execution – Demonstrates scope is achievable within period of performance (start and finish dates, float) Critical path schedule – float less than 1 month – Project has a critical path – Float driven by interfaces to Japanese Construction Schedule and Project CD-4

03/19/144Paul Weinman, US Belle II CD-2/3 Peer Review Critical Path

03/19/145Paul Weinman, US Belle II CD-2/3 Peer Review Schedule Level 0-2 Milestone schedule organized by Level and WBS Level 3 Milestone schedule organized by WBS Milestones used to track progress – Discreet, objective “deliverable” milestones – Spread throughout project, typically at start and end of work units, but some are incremental deliveries – Typically a few tracking milestones per month per WBS element – Typically one significant milestone per quarter per WBS element – Primary means for monitoring progress, control future work and flag important external and internal commitments and customer requirements

03/19/146Paul Weinman, US Belle II CD-2/3 Peer Review Key Milestones

03/19/147Paul Weinman, US Belle II CD-2/3 Peer Review Cost Cost Summary Table identifies budgeted cost at Level 2 and time phased contingency BA/BO profile – Cost plan (profile of planned obligations)meets BA guidance as shown in the PEP. – Obligations represent time phased budget with procurements summarized on the date they are awarded. Estimates developed at schedule activity level Labor hours and M&S dollars are priced in PNNLs pricing system (rates approved by DOE)

03/19/148Paul Weinman, US Belle II CD-2/3 Peer Review Resource loaded plan generates time phased budget

03/19/149Paul Weinman, US Belle II CD-2/3 Peer Review Time Phasing of Contingency Matched to Risk Profile Qualitative risk assessed on Element of Cost by Level 2 WBS

03/19/1410Paul Weinman, US Belle II CD-2/3 Peer Review TPC Estimate at WBS Level 2

03/19/1411Paul Weinman, US Belle II CD-2/3 Peer Review BA/BO Profile Linked to Schedule via Time Phased Cost Profile  BA – Funding guidance in PEP  BO – Cost+ Commitments Time phase cost profile Award of contract actions represent commitment OPC commitments in place Sufficient Contingency across periods Cost and commitments do not include planned use of contingency

03/19/1412Paul Weinman, US Belle II CD-2/3 Peer Review Cost Cost Books by WBS – Basis of estimate summarized at WBS level 3 – Summary project cost data followed by increasing levels of detail from WBS Level 2 to resource assignments to activities. – Vendor quotes, procurement documents etc as applicable

03/19/1413Paul Weinman, US Belle II CD-2/3 Peer Review Data Trace WBS Level 2 to Level 3 iTOP Optics Work Packages

03/19/1414Paul Weinman, US Belle II CD-2/3 Peer Review Element of Cost / Work Package Sum of resources total WBS Budget

03/19/1415Paul Weinman, US Belle II CD-2/3 Peer Review Element of Cost / Resource Assignment at Activity

03/19/1416Paul Weinman, US Belle II CD-2/3 Peer Review Approved Bid Value

03/19/1417Paul Weinman, US Belle II CD-2/3 Peer Review Project Status