1. ESS Update and Meeting Goals
European Spallation Source (ESS)
European Research Infrastructure Consortium (ERIC)
High Level Advisory Group
ESS Update and Meeting Goals
CERN, July 15
James H. Yeck
ESS CEO & Director General

2. Road to realizing the world’s leading facility for research using neutrons
2014
Construction work starts on the site
2009
Decision: ESS will be built in Lund
2025
ESS construction complete
2003
First European design effort of ESS completed
2012
ESS Design Update phase complete
2019
First neutrons on instruments
2023
ESS starts
user program

3. ESS, Max IV and Science Village near Lund
E22 Highway
ESS
Max IV
Science Village

5. Funding is cash and in-kind deliverables
Sweden and Denmark:
47,5% Construction 15-20% Operations
Cash ~100%
Partner Countries: 52,5% Construction
80-85% Operations
IKC/Cash ~ 70% / 30%

6. ESS construction funding status
Country
Share (%)
M Euro
Sweden
35,0
645
Denmark
12,5
230
Germany
11,0
203
United Kingdom
10,0
184
France
8,0
147
Italy
6,0
111
Spain
5,0 92
Switzerland
3,5 65
Norway
2,5 46
Poland
2,0 37
Hungary
1,5 28
Czech Republic
0,3
5,5
Estonia
0,25
4,6
Netherlands, Lithuania, Latvia (to be ~3%)
Total
97,55
1,798

7. ESS In-kind Goals Construction cost: € 1,84 Billion
In-kind: € 750 Million
€ 509 M
€ 350 M
75%
65%
€ 155 M
€ 71 M
65%
59%
ICS
Target
NSS
Accelerator

8. Preparing the ESS project
Deliver on the Technical Design Report performance and Steering Committee commitments
5 MW accelerator capability
Construction cost of 1,843 B€
Operations cost target of 140 M€
22 “public” instruments
Start w/ unconstrained resources (technically limited schedule) and develop credible project execution plans
Comprehensive review of project baseline and execution plans
Secure funding and resources and align schedules with the available resources

9. Swedish Environmental Court Verdict on June 12
Top-Level ESS Project Schedule
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Start Of Construction
End Of Construction
ESS Program
Construction
Swedish Environmental Court Verdict on June 12
Permission to Start Construction!
Design
Ground Break
Building
First installations (of Machine Systems)
Installing
First Neutrons
1st Call for User Proposals
Commissioning
Machine 2.0 GeV
Concluding
Initial Operation
Conventional
Facilities
Design
Licensing
Preliminary Design Acccelerator Bldngs
Detailed Design Accelerator Bldngs
Construction
Earth Works
Accelerator, Target, Aux, Office, Lab & Instr Bldngs*
G01 Linac Tunnel
G02 Klystron Bldng
Cryo Kompressor Bldng
Commissioning
Design & Prototyping
Accelerator
Procurement
Medium Beta Fabrication
Spoke Series Procurement
High Beta Fabrication
Installation
570 MeV
Installed for 2.0 GeV
Installation Phase 1
Commissioning
Installation Phase 2
Target
Design
Procurement
Installation
Commissioning
Concept Devlopment
Neutron
Scattering
Systems
Instrument Selection - Decision
Design
Construction
3 Instruments ready for Comm.
16 Instr
Innstr 16 – Constr & Inst.
Innstr 16 – Cold Comm.
Commissioning
Integrated
Control Systems
Design
Development
Commissioning
CS Network Operational

10. Commitment to 22 instruments
1st Call for User Proposals
Regular Call for User Proposals
Start of Instrument Construction
1st
Neutrons
…..
Construction Budget
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028 3 6 5 4 2 1 9 11 15 17 19 22
Initial Operations Budget
Steady-Sate Budget
Plans for
Instruments (1-22)
# 1-16
Engineering Design
Construction of Instruments
# 17-22
Engineering Design
Construction of Instruments
Expected Instruments in hot commissioning
Expected Instruments in Initial Science Programme
Expected Instruments in Science Programme
Scheduled Neutron Production On
Off

11. Initial Operations planning & budget
Status of activity and resource planning for transition to operations

12. Site preparations and earth moving underway

13. ESS organization

14. ESS transition from ESS AB to an ERIC
European Spallation Source
Council
ESS member countries will submit application this summer to establish a European Research Infrastructure Consortium (ERIC) for ESS. ERIC will be in place in early 2015.

15. Review Charge (1st Annual Review Nov 2013)
 A Performance Measurement Baseline (PMB) is an integrated work plan made up of a sequence of activities which cover the complete scope, cost and schedule of a project.  Once the PMB established and approved, the PMB can be used to evaluate actual cost and schedule performance to determine whether the project is meeting its planned scope, cost and schedule objectives.

17. Review Charge 1 2 3 4 5 6 7
7. Are the plans for host laboratory support functions (HR, IT, Legal, Finance, etc.)
adequate to support the construction project?
No, the new ERIC framework might solve some of the problems. HR contracts for visitors and in-kind personnel need particular attention.
Procurement office and procurement procedures might require more attention. Already in 2014 ~160M will be going to procurement. An internal audit organization is necessary
1 slide of ~60 from November 2013 Annual Project Review Closeout

18. 1 slide of ~60 from May 2014 Progress Assessment
subcommitte 7
Evaluate the ESS response to the recommendations from the 1st Annual Project Review held in November 2013
Purchasing rules & transition to ERIC
The ERIC will have new purchasing rules, and the StC has set up a committee to address this
Very good progress
However, a committee from the StC needs to inform itself to build an understanding of what is needed to maximally facilitate procurement through ESS for laboratories providing deliverables
The ERIC may be an opportunity wrt labour law issues, by establishing staff regulations. This may be easier to negotiate with unions for an ERIC than as exceptions for an AB
In general for the ERIC transition
ESS may need an elaborate process for the transition including an advisory body as a sounding board for the management in this process

19. Experience from other projects: A few ingredients to success
Facility must be a priority of the science community!
Funding agency commitments and strong host role
Collaboration leadership enables success of others
Establish realistic goals – “Experience over hope”
Credibility through openness with transparency
Collective ownership of problems & solutions
Populate the organization with experience
NSLS II

20. Meeting goals
Support ESS objectives to pursue the highest quality research at the lowest possible cost, providing maximum benefits to ESS member states:
Engage the best people through direct hires, segundments to Lund, or engagement on member in-kind contributions
Realize low cost for FTE’s, hardware, services, and energy
Enable free flow of ideas and intellectual property
Ensure that the ERIC formed for the European Spallation Source meets the objectives of the organization
Evaluate the legal framework and the organization’s implementation plans and provide advice and recommendations

21. General organizational goals
Organization is open to all ESS members including non-EU members, e.g., possibility to easily employ staff from all countries in the world
Equal conditions (pension, tax, social security, etc.) for staff employed in Lund (SE) and data and software center in Copenhagen (DK), including flexibility to work in both places
Staff and procurement rules benefit all member countries
ERIC legal framework provides long-term stability and achieves many benefits of an international treaty organization
VAT exoneration, exempt from duties, excise taxes, income tax for foreign employees, energy taxes (Swedish bid offer)

22. High level advisory group deliverables
Openly share experience and advice
Provide specific recommendations
Short report summarizing meeting results