1. LIGO-G040482-00-M Management and Operation Plans/Budget Stan Whitcomb NSF Annual Review 8 November 2004 Caltech

2. LIGO-G040482-00-M NSF Annual Review 2 Overview Address remaining two items of charge Impact of management change (Gary Sanders) »Evolution of LIGO management Current planning for operating budget FY2007-2011 »Not a detailed review of proposed budget

3. LIGO-G040482-00-M NSF Annual Review 3 Loss of Gary Sanders as Deputy Director Significant loss for LIGO »Strong leader »Experienced manager »Corporate knowledge Well-defined management structures and processes »Laboratory Executive Committee »Change Control Board »Other Laboratory committees Strong management team in place Management changes are underway, but not motivated by Gary’s departure

4. LIGO-G040482-00-M NSF Annual Review 4 Existing Relationship between LIGO Laboratory and LSC Weaknesses in Oversight »Oversight for LIGO Lab does not include LSC »None for LSC Separation of LSC and LIGO Laboratory »Difficulties sharing responsibility/authority for Advanced LIGO »Inequitable distribution of resources/responsibilities

5. LIGO-G040482-00-M NSF Annual Review 5 Integrate LIGO Lab and LSC into single entity:LIGO Common review and reporting Broaden the LSC participation in LIGO Lab activities (AdvLIGO) Proposed New Org Chart

6. LIGO-G040482-00-M NSF Annual Review 6 Expanded Oversight Committee Expanded membership »Core membership appointed by Caltech and MIT administrations »Representatives from “major stakeholders” from LSC –Example: foreign contributors to Advanced LIGO »Technical advisors selected from the LSC and LIGO Lab Reports to Caltech, MIT administrations, »Plus LSC major stakeholder institutions, where appropriate Main responsibilities » Insure that management compatible with Caltech/MIT standards » Monitor progress of the scientific, financial and scheduling aspects of all large-scale LIGO activities » Recommendations to insure that the project has adequate institutional support Internal Caltech/MIT issues dealt with by subcommittee of Caltech/MIT appointees

7. LIGO-G040482-00-M NSF Annual Review 7 Integration of LIGO Laboratory and LSC LSC and LIGO Laboratory report to expanded Directorate »LIGO Director, Deputy Director, LSC Spokesperson »Share responsibility for annual NSF reporting, organizing reviews, PAC, agreements with other Labs, major technical decisions, … LSC retains internal governance »Elected Spokesperson, governing council »Working groups, data analysis groups Integrated Advanced LIGO project management »LSC members to take subsystem responsibility/authority within project organization Coordinate LSC and LIGO Lab research activities to ensure similar review processes and levels

8. LIGO-G040482-00-M NSF Annual Review 8 Advanced LIGO Organization Advanced LIGO will have traditional project-type organizational structure »WBS linked to schedule and deliverables »Task leaders with defined work packages »Hierarchical reporting Many task leaders already identified »Will draw on LSC for some of these positions »Integration enables LSC members to take responsibility/authority for project tasks Will coexist with Laboratory operating structure »Plan to have most individuals dedicated to one activity or another— not shared between organizations

9. LIGO-G040482-00-M NSF Annual Review 9 Status of Restructuring Still a work in progress Our timescale for having restructuring in place is coincident with operations renewal proposal LIGO Laboratory management support the changes General outline accepted by Caltech and MIT administrations »Consistent with administrative practices elsewhere at Caltech Current oversight committee in broad agreement Ad hoc committee drafting a new LSC charter »Consistent with new relationship

10. LIGO-G040482-00-M NSF Annual Review 10 Advanced LIGO Proposed Funding From original AdvLIGO proposal (FY2004 start) Assumed stable funding for LIGO Lab operations

11. LIGO-G040482-00-M NSF Annual Review 11 Initial Revision/Stretch-out Revised profile with FY2006 start Differentiate Ops funds for AdvLIGO R&D and fab Top level shift of schedule Not based on detailed program plan

12. LIGO-G040482-00-M NSF Annual Review 12 Current Planning Current estimate—FY2007 start All AdvLIGO fabrication funds rolled into MREFC Detailed program planning underway Also not based on detailed program plan

13. LIGO-G040482-00-M NSF Annual Review 13 Approximate breakdown of FY2005 Budget Approximate breakdown by “physics” functions as opposed to organizational units Budget sums to >$33M due to carry-forward

14. LIGO-G040482-00-M NSF Annual Review 14 Expected Ops Activities in FY2009 Continue to operate interferometers until fabrication complete to minimize downtime »Site operations, data analysis continue at ~ same level »Reduced campus ops support—staff shifted to MREFC AdvLIGO R&D ended »Increasing emphasis on next generation (20yr horizon) R&D

15. LIGO-G040482-00-M NSF Annual Review 15 Strawman FY2013 Budget Current ops budget escalated R&D and detector upgrades New scope

16. LIGO-G040482-00-M NSF Annual Review 16 FY2013 R&D and Detector Upgrades AdvLIGO offers new flexibility »Narrow banding »Frequency agility Conversions from one configuration to another will take time and equipment »Detector upgrade budget allows full exploitation of new capabilities Near-term R&D also needed to take full advantage »Control law development, variable reflectivity mirror control, … Next generation R&D »Penn State workshop: 5-10% of total cost »QND tests, control schemes »Cryogenics, underground operation »Shaped beams, large-scale diffractive optics »High power optical components

17. LIGO-G040482-00-M NSF Annual Review 17 Increased Scope FY2013 Advanced LIGO complexity ~ 2-3 times initial LIGO »Simple counting of servo systems, control requirements Data analysis extends toward lower frequencies »Increased data analysis computational needs Hardware maintenance costs increase by $5M/year ? »Not much experience with some components (lasers, etc) »Some increase in staff required to support Smaller amounts for new inclusions »Incorporate visitor program in operations budget (separate grant) »Increased staffing, maintenance for Outreach (separate grant) »Costs to integrate LSC with Lab –Teaching relief for Spokesperson ? –Enhanced LIGO visitor program ? –Others?

18. LIGO-G040482-00-M NSF Annual Review 18 Summary Strong management team in place to take on the challenges of operations and AdvLIGO Organization is evolving »Recognize the importance of the LSC »Optimize the use of community expertise »Develop reporting lines that ensure good oversight but don’t destroy the independence of the LSC Budgeting underway for FY2007-2011 operations »Challenge of integrating with the AdvLIGO MREFC »Costs to support AdvLIGO operation are uncertain, but will require an increase over Initial LIGO level