1. Oct 17, 2001SALT PFIS Preliminary Design Review Management, Schedule, & Budget 1 Southern African Large Telescope Prime Focus Imaging Spectrograph Management, Schedule, & Budget Jeffrey W Percival Kenneth H Nordsieck University of Wisconsin - Madison

2. Oct 17, 2001SALT PFIS Preliminary Design Review Management, Schedule, & Budget 2 PFIS Organization Chart All team members in place PFIS PI: Director of Space Astronomy Laboratory Professor of Astronomy Reports to the Chairperson of the UW Dept. of Astronomy

3. Oct 17, 2001SALT PFIS Preliminary Design Review Management, Schedule, & Budget 3 Management Details Quarterly reports, including schedule & budget Monthly status reports posted to web site within 5 working days after end of month Document numbering: use SALT standard File formats: various, according to need. AutoCAD, Word, Excel, STEP, IGES, etc. PDF for publishing. Schedule management: Microsoft Project Budget management: –MS Project for big picture, estimated cost to complete –Excel for detailed budgeting and accounting

4. Oct 17, 2001SALT PFIS Preliminary Design Review Management, Schedule, & Budget 4 Interface Management Three interfaces: Rutgers, SAAO, SALT. Governed by Statements of Work and ICDs Finalize SOWs and ICDs at CDR Interface changes categorized: –Refinement of detail, all parties in agreement –Modification of interface, no effect on performance, cost, or schedule –Modification, affects performance, cost, and/or schedule 3rd category of change involves SALT Project Scientist

5. Oct 17, 2001SALT PFIS Preliminary Design Review Management, Schedule, & Budget 5 Quality Assurance SAL has extensive experience in building spaceflight hardware –Wisconsin Ultraviolet Photo-Polarimeter Experiment –Hubble Space Telescope High Speed Photometer –Sounding Rocket Payloads –Star Trackers Will apply this experience to PFIS Ruggedized manufacture Multi-level testing (component, subsystem, system)

6. Oct 17, 2001SALT PFIS Preliminary Design Review Management, Schedule, & Budget 6 Contingency Management Procurement contingency: 15% for all purchased items Budget Contingency: 6 months of labor (3 for Critical Design, 3 for Fabrication & Test) Schedule Contingency: very tight (risk) Critical path items: –Slips in design and fabrication –Delivery of Detector Subsystem –Timely access to the telescope Earliest possible notification of problems, between all affected parties, is essential Cross-institutional impacts on cost & schedule...

7. Oct 17, 2001SALT PFIS Preliminary Design Review Management, Schedule, & Budget 7 Schedule Approach 5 Sequential phases –Concept Design –Preliminary Design –Critical Design –Fabrication and Test –Delivery and Installation 4 parallel efforts –Long Lead Optics –Slit Mask Factory –Etalon Assemblies –Detector Subsystem

8. Oct 17, 2001SALT PFIS Preliminary Design Review Management, Schedule, & Budget 8 Budget Approach Some people (ME, IS, PM) assigned at 100% for duration of summary tasks Effort-driven work (Mechanical Designer, Machinist) assigned per task Design and fabrication estimates (both labor and materials) taken from detailed analysis by Swales Aerospace. UW charges: –45.5% for overhead –33% for fringe benefits on labor expenses –0% for capital equipment (optics, electronics…)

9. Oct 17, 2001SALT PFIS Preliminary Design Review Management, Schedule, & Budget 9 Management Controls Vigilant oversight as work proceeds –For each task, compare degree of completion with expended resources; red flag for tasks that fall “off the curve” –Frequently re-estimate cost to complete, and compare with remaining resources

10. Oct 17, 2001SALT PFIS Preliminary Design Review Management, Schedule, & Budget 10 Schedule (page 1/2)

11. Oct 17, 2001SALT PFIS Preliminary Design Review Management, Schedule, & Budget 11 Schedule (page 2/2)