DOE/SC CD-3a Review June … · Recommendations SHOULD NOT be changed or altered from the closeout...
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OFFICE OF SCIENCE DOE/SC CD-3a Review of the Integrated Engineering Research Center (IERC) Project Fermi National Accelerator Laboratory June 11-12, 2019 Ethan Merrill Committee Chair Office of Science, U.S. Department of Energy http://www.science.doe.gov/opa/
Transcript of DOE/SC CD-3a Review June … · Recommendations SHOULD NOT be changed or altered from the closeout...
OFFICE OF
SCIENCE
DOE/SC CD-3a Reviewof the
Integrated Engineering Research Center
(IERC) Project
Fermi National Accelerator LaboratoryJune 11-12, 2019
Ethan Merrill
Committee Chair
Office of Science, U.S. Department of Energy
http://www.science.doe.gov/opa/
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Deliverables – Due Dates
• Closeout report (prepared in PowerPoint)
• Presented Wednesday, June 12
• Instructions—slide 12
• Template—slide 14
• Final report draft (prepared in MS Word)
• Due Monday, June 17 to Casey
• Instructions—slide 13
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DOE EXECUTIVE SESSION AGENDA
Tuesday, June 11, 2019—Wilson Hall, the Comitium
8:00 a.m. DOE Executive Session E. Merrill
8:10 a.m. Program Perspective G. Brown
8:20 a.m. Federal Project Director Perspective S. Neus
8:25 a.m. Questions
8:30 a.m. Adjourn
DOE Executive Session
Project and review information is available at:
https://fermipoint.fnal.gov/org/os/FESS/ierc/SitePages/Home.aspx
Username: sli_reviewer Password: Summer2019!
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Participants
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Ethan Merrill, DOE/SC, Chairperson
Review Committee
Subcommittee 1: Technical and ES&H
*Canon Cheung, SLAC (Technical)
*Ray Costa, BNL (ES&H)
Subcommittee 2: Cost and Schedule and Project Management
*Michelle Solaroli, PPPL (C&S)
*Margaret Marks, DOE/ANL (Mgmt)
*Lead
Observers
Marc Jones, DOE/SC
Gary Brown, DOE/SC
Steve Neus, DOE/FSO
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CD-3
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SC Organization
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Charge Questions
1. Is the budget consistent with the Key Performance Parameters and Preliminary
Project Execution Plan?
2. Are the long-lead items identified as CD-3a scope specifically demarcated from
the entire project?
3. Is adequate cost and schedule contingency identified to mitigate risk during
execution of the CD-3a scope?
4. Are the project contract documents sufficient to support starting construction on
the CD-3a scope?
5. Are bids or quotes already in hand? If so, are the base bids or quotes within the
cost estimates, and consistent with the Preliminary Project Execution Plan?
6. Are environment, safety and health plans and work permits adequate to support
starting construction?
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Agenda
Tuesday, June 11, 2019—Wilson Hall, the Comitium
8:00 am DOE Executive Session ............................................................................. E. Merrill
8:30 am Fermilab Welcome, Campus Overview ................................................ R. Ortgiesen
8:45 am IERC Program ...................................................................................... E. Gottschalk
9:00 am Project Management ................................................................................... R. Alber
• Project Overview/Organization
• CD-3a Scope/Cost/Schedule
• Risk Management
10:00 am Break
10:15 am Subcontract Status ...................................................................................... J. Jarocki
10:30 am Site Prep Construction ................................................................................ B. Rubik
• Technical Design
• Construction Management
11:30 am Site Tour............................................................................................................... All
12:00 pm Lunch
1:00 pm Environment, Safety and Health ................................................................. D. Mertz
1:30 pm Q&A / Discussions with Full Committee ........................................................... All
2:00 pm Subcommittee Breakout Meetings
• Management/Cost and Schedule
• ES&H/Construction
• Technical Design
4:00 pm DOE Full Committee Executive Session
5:00 pm Adjourn
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Agenda (cont’d)
Wednesday, June 12, 2019
8:00 am Breakout Q&A / Discussions (if needed) / Report Writing
11:00 am DOE Full Committee Executive Session/Dry Run 1; Coordination with Laboratory
12:30 pm Lunch
1:30 pm Revise Reports
3:15 pm Break
3:30 pm DOE Full Committee Executive Session Dry Run 2 / Consolidate Closeout Report
4:30 pm Closeout Presentation
5:00 pm Adjourn
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Report Outline/Writing
Assignments
Executive Summary/2-Page Summary Report .................................................................... Merrill*
1. Introduction .................................................................................................................... Brown*
2. Technical and ES&H (Charge Questions 2, 6) ............................................... Cheung*/Costa*
2.1 Findings
2.2 Comments
2.3 Recommendations
3. Cost and Schedule (Charge Questions 1, 3, 5)............................................................ Solaroli*
4. Project Management (Charge Questions 4, 5) .............................................................. Marks*
*Lead
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Closeout Presentation
and Final Report
Procedures
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Format:
Closeout Presentation
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Format:
Final Report
Please Note: Recommendations are approved by the full committee and presented at the review closeout briefing.
Recommendations SHOULD NOT be changed or altered from the closeout report to the Final Report.
(Use MS Word / 12pt Font)
2.1 Use Section Number/Title corresponding to writing assignment list.
2.1.1 Findings – What the project told us
Include a brief narrative description of technical, cost, schedule, management information
provided by the project. Each subcommittee will emphasize their area of responsibility.
2.1.2 Comments – What we think about what the project told us
Descriptive material assessing the findings and making observations and conclusions
based on the findings. The committee’s answer to the charge questions should be
contained within the text of the Comments Section. Do not number your comments.
2.1.3 Recommendations – What we think the project needs to do
1. Beginning with an action verb, provide a brief, concise, and clear statement with a due date.
2.
Cost and schedule subcommittee should provide attachments for approved project cost breakdown and schedule. Management
subcommittee should provide attachment for approved project organization and names of personnel.
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Closeout Report on the
DOE/SC CD-3a Review of the
Integrated Engineering Research Center
(IERC) Project
Fermi National Accelerator LaboratoryJune 11-12, 2019
Ethan Merrill
Committee Chair
Office of Science, U.S. Department of Energy
http://www.science.doe.gov/opa/
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2. Technical
C. Cheung, SLAC / Subcommittee 1
• Findings
• Comments
• Recommendations
2. Are the long-lead items identified as CD-3a scope specifically
demarcated from the entire project?
6. Are environment, safety and health plans and work permits
adequate to support starting construction?
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2. Environment, Safety, and HealthR. Costa, BNL / Subcommittee 1
2. Are the long-lead items identified as CD-3a scope specifically
demarcated from the entire project?
6. Are environment, safety and health plans and work permits
adequate to support starting construction?
• Findings
• Comments
• Recommendations
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3. Cost and Schedule
M. Solaroli, PPPL / Subcommittee 2
• Findings
• Comments
• Recommendations
1. Is the budget consistent with the Key Performance Parameters
and Preliminary Project Execution Plan?
3. Is adequate cost and schedule contingency identified to mitigate
risk during execution of the CD-3a scope?
5. Are bids or quotes already in hand? If so, are the base bids or
quotes within the cost estimates, and consistent with the
Preliminary Project Execution Plan?
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3. Cost and ScheduleM. Solaroli, PPPL / Subcommittee 2
PROJECT STATUS
Project Type MIE / Line Item / Cooperative Agreement
CD-1 Planned: Actual:
CD-2 Planned: Actual:
CD-3 Planned: Actual:
CD-4 Planned: Actual:
TPC Percent Complete Planned: _____% Actual: _____%
TPC Cost to Date
TPC Committed to Date
TPC
TEC
Contingency Cost (w/Mgmt Reserve) $ _____% to go
Contingency Schedule on CD-4b ______months _____%
CPI Cumulative
SPI Cumulative
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4. ManagementM. Marks, DOE/ANL / Subcommittee 2
4. Are the project contract documents sufficient to support
starting construction on the CD-3a scope?
5. Are bids or quotes already in hand? If so, are the base bids or
quotes within the cost estimates, and consistent with the
Preliminary Project Execution Plan?
• Findings
• Comments
• Recommendations
