1. Thomas Fornek Project Manager July 15, 2009
LUSI PROJECT OVERVIEW
Thomas Fornek
Project Manager
July 15, 2009

2. Provided Material Items Location
Items
Project Management Documents
Risk Registry, Schedule, Detailed Cost Estimate, March-May Monthly Reports
Procurement Documents
Current APP Status Log
Responses to Recommendations from the April, 2009 status review
Design Status
Final Instrument Design Review (FIDR) Reports for CXI and XCS
Links to CXI and XCS FIDR documentation
Link to April review documentation

3. OUTLINE Concentrates on Changes Since April Baseline Project Status
Technical Scope
Schedule
Cost
Project Status
Resources and Risks
Staffing
Project Risks
Contingencies
ES&H

4. LUSI Baseline

5. LUSI WBS Organization Work Breakdown Structure defines project scope
TITLE
1.1
Project Management
1.2
X-ray Pump Probe Instrument (XPP)
1.3
Coherent X-ray Imaging Instrument (CXI)
1.4
X-ray Correlation Spectroscopy Instrument (XCS)
1.5
Diagnostics and Common Optics (DCO)
1.6
Controls and Data Acquisition (CDA)
Instrument scope baseline buy-in from Team Leaders
Re-affirmed at Final Instrument Design Reviews
Baseline scope provides capable instruments
Future scope to enhance science capability identified

6. Project Description (1)
CXI
WBS 1.3
X-ray transport tunnel (200 m)
XCS
WBS 1.4
XPP
WBS 1.2
LCLS
SXR
XCS Offset Monochromator
WBS 1.5
MEC
LCLS AMO

7. Project Description (2)
LUSI is providing instruments for 3 of the 6 LCLS hutches
Near Experimental Hall
X-ray Transport
Far Experimental Hall 1 3 2 4 5 6
XCSMono
AMO
SXR
XPP
XCS
CXI H6
Part of LCLS
Installation
Part of LCLS
XPP
Mono
Added
CXI
Lenses
Added
FES
ARRA Funds
Beam Transport
LCLS
Offset Monochromator
Exp. Chamber
Detector
LUSI H6

8. Schedule Advancement Milestone @ CD-2 Baseline CD-3 April 2010
Oct 2009
XPP CD-4 Instrument Install Complete
April 2012
May 2011
CXI CD-4 Instrument Install Complete
June 2012
Aug 2011
XCS Early Science (New) NA
XCS Final Install Complete
Jan 2012
Final Instrument Readiness Review (Ready for CD-4)
March 2012
CD-4
Aug 2012
CD-0 - Mission Need - Approved Aug 2005
CD-1 - Alternative Selection and Cost Range – Approved September, 2007
CD-2 - Approve Performance Baseline – Approved October, 2008

9. RA Funding Effects ARRA Funding
Advances the start of XCS science by 9 months
Advances the completion of CXI instrument by 10 months
Advances the completion of XPP instrument by 13 months

10. LUSI Integrated Project Team
No change since April
DOE-HQ
H. Kung, Acquisition Executive
T. Brown, Program Manager
DOE-SSO
H. Joma
DOE Federal Project Director
DOE-SSO Support
Instrument Team
Leaders
Lab-wide Support
ES&H, QA, Finance, EVMS, Procurement, HR
SLAC
T. Fornek
LUSI Project Manager
Deputy – R.M. Boyce
Technical Configuration Control Committee (Scope Decisions)
Installation Manager
B. Poling
WBS 1.2 XPP IIT
D. Fritz
(Instr. Scientist)
J. Langton
( Lead Eng)
N. van Bakel
(Detectors)
WBS 1.3 CXI IIT
S. Boutet
(Instr. Scientist)
P. Montanez
( Lead Eng)
N. van Bakel
(Detectors)
WBS 1.4 XCS IIT
A. Robert
(Instr. Scientist)
E. Bong
(Lead Eng)
N. van Bakel
(Detectors)
WBS 1.5 Diagnostics & Common Optics
Y. Feng
(Lead Scientist)
E. Ortiz
(Lead Eng )
WBS 1.6
Data Acquisition & Controls
G. Haller
(Lead)
P. Anthony
(Alternate)

11. LUSI Cost Baseline Baseline Oct 2008 May 2009 (Incl RA)
Base Cost (BAC)
$42.10 M
$43.50 M
Contingency
$13.00 M
$11.60 M
TEC
$55.10 M
OPC
$4.90 M
TPC
$60.00 M
Reflects adding XPP
LOM and CXI lenses

12. LUSI Funding Profile (AYM$) With RA Funds
RA Modified Profile Moves FY10-FY12 Funds into FY09
LUSI Funding Profile (AYM$) With RA Funds
Prior
Yrs
FY07
FY08
FY09
FY10
FY11
FY12
Total
Pre RA
0.50
6.00
15.00
13.50
5.10
55.10
MIE (Non-RA)
21.50
MIE (RA)
33.60
OPC
3.40
1.50
4.90
2.00
48.60
60.00
All remaining LUSI funding has been received

13. BA Plan & Obligation Profile
ARRA BA Profile 08 Q1 Q2 Q3 Q4 09 10 11 12
.5M
6.5M
8.0M
9.5M
55.1M

14. LUSI Project Status

15. Project Completion

16. Project Design Completion
ALL LUSI DESIGN IS CD-3 READY
CXI Final Instrument Design Review Complete – CD-3 Ready
XCS Final Instrument Design Review Complete – CD-3 Ready
Diagnostics and Common Optics (DCO) Harmonic Rejection Mirror Preliminary Design Review Complete – DCO CD-3 Ready
Controls and Data Acquisition (CDA) Preliminary Design Reviews for CXI and XCS Controls Complete – CDA CD-3 Ready
Prepared responses to April Independent Project Review
Included in back-up information
Scope inclusions to enhance science:
Added XPP Large Offset Monochromator
Added focusing lenses to CXI instrument

17. Project Performance TEC - $55.1M (CPI = 1.05, SPI = 0.98)
Work Scheduled (BCWS) $9,129K
Work Performed (BCWP) $8,902K
Actual Costs (cum) (ACWP) $8,499K
Obligations (cum) $3,392K
LUSI EAC for TEC $43,197K
Remaining Work (ETC) $ 34,992K
Remaining Management Reserve $ 11,609K
% MR (Cost to Go) 33%
% MR (Uncom to Go) 37%
Adding scope to optimize science. Reserve adequate contingency to address remaining risks to project.
LUSI EAC for OPC $4,900K
Remaining Work (ETC) $ K
Remaining Mgmt Reserve $ K

19. LUSI Project Summary Schedule
Early Milestone Completion Dates Reflect
RA Facilitated Schedule Advancement

20. LUSI Resources & Risks

21. Staffing (FTE) LUSI staffing is appropriate for the project needs
No new jobs for RA
Effort is moved forward
and rolls off earlier

22. Risk Management Fifty-five risks were identified at CD-2
One risk added since
Eighteen risks have been retired
Thirty-eight risks remain
All remaining risks have mitigation plans
Major risks remaining
Meeting RA requirements
Foreign procurements – Dollar fluctuation
Component delivery and performance

23. Cost and Schedule Contingency
Available Management Reserve is $11.61M
Bottoms-up” contingency estimate is $9.83M on $34.7M ETC
Management Reserve is managed at the project level
LUSI performs monthly Management Reserve update and annual comprehensive ETC
Float
60 working days to Final Instrument Readiness Review Approved – March 30, 2012
160 working days to CD-4
Critical Path (XCS is most critical to CD-4)
XPP
Diffractometer (Contract issued)
CXI
1 micron K-B mirror system (Contract issued)
XCS
Diffractometer (Critical for “Early Science”)
Monochromator (Critical for Final Instrument Readiness Review)
XCS Final Detector (Critical for Final Instrument Readiness Review)

24. Management Reserve Assessment
Assessment is a bottoms-up, risk-based estimate of “potential need” by each CAM
Total Management Reserve available is $11,610K 24

25. Possible Future Scope Enhancements
Priority list is a living document with input from stakeholders and each item requires approval by the TCCC prior to starting a Baseline Change Request
Balance science enhancements
With risks and available MR

26. LUSI ES&H

27. Integrated Safety Management Process
SLAC Integrated Safety and Environmental Management
SLAC ES&H Manual
Safety Oversight Committee Review Process
Work Planning and Control Program
Scope work, including hazard Id & controls
Authorization and Release of work
Lessons Learned
SLAC process driven by Operating Experience Program (210.2)
SNS Lessons Learned from Instrument Beamline Construction (413.3A)
LCLS ES&H management practices
LCLS Requirement, Specification and Interface Documents
Physics Requirements doc’s, Engineering Specification doc’s, Prelim. & Final Design Reviews
The above meets or exceeds DOE O / Safety Management System
Hazard Analysis Report
Required for CD-3 to be updated and approved at field level - Done
Construction ES&H Plan
Required for CD-3 to be prepared and approved at field level – Done
The above meets or exceeds DOE O 413.3A / Program and Project Management

28. ES&H ISM Integrated into process
SLAC and LCLS ES&H Subject Matter Experts engaged
Safety integrated in design reviews
Hazard analysis performed and updated as designs progress
Instrument readiness process will follow precedent set by the LCLS AMO instrument
Project safety experience to date
Through June 2009, 84,400 Hours worked with no DART or recordable incidents

29. Lessons Learned
LCLS implementing a systematic process to capture Lessons Learned from the LCLS Project and LUSI
Database (SharePoint) used to capture and retrieve all Lesson Learned
Categories established
ES&H
CF Design & Construction
Management & Communications
Procurement
Commissioning & Transition to Operations
Technical System Design, Fabrication, Installation & Integration
Identify Best Practices & Opportunities for Improvement
Living document with further revisions expected

30. In Conclusion Funding Schedule Advancement Scope Management
LUSI has all expected funding
Schedule Advancement
RA schedule advance is resonable
Three instruments to LCLS operations by end of FY11
Scope Management
Project scope is reasonable and managed by change control
Resources and Risks
Resource planning is reasonable
RA funds reduce funding related risks
Ready for CD-3

31. Acronyms AMO – Atomic, Molecular and Optical Science Instrument
ARRA (or just RA) – American Recovery and Re-investment Act
BAC - Budget at Completion
BCR - Baseline Change Request
ESD - Engineering Specifications Document
FDR - Final Design Review
FEH - Far Experimental Hall
FIDR – Final Instrument Design Review
H1…H6 – Hutches 1 through 6
ICD - Interface Control Document
MEC – Materials under Extreme Conditions Instrument
NEH – Near Experimental Hall
PDR - Preliminary Design Review
PRD - Physics Requirements Document
SOW - Statement of Work
SXR – Soft X-ray Instrument
XRT - X-ray Transport Tunnel