OFFICE OF SCIENCE Stephen W. Meador, Chairperson DOE/SC Review Committee Office of Science, U.S. Department of Energy Review

OFFICE OF

SCIENCE

Stephen W. Meador, Chairperson

DOE/SC Review Committee

Office of Science, U.S. Department of Energyhttp://www.science.doe.gov/opa/

Review Committee for the National Spherical Torus

Experiment (NSTX) Upgrade Project

Princeton Plasma Physics LaboratoryDecember 11-12, 2012

http://www.science.doe.gov/opa/

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OFFICE OF

SCIENCEDOE Review of NSTX

DOE EXECUTIVE SESSION AGENDA

Tuesday, December 11, 2012—LSB, Room #B318

8:00 a.m. Introduction and Overview S. Meador8:15 a.m. FES Perspective B. Sullivan8:30 a.m. Federal Project Director Perspective T. Indelicato8:45 a.m. Questions

Project and review information is available at:http://evms.pppl.gov/Lehman_121112/index.html

http://evms.pppl.gov/Lehman_121112/index.html

OFFICE OF

SCIENCEReview Committee Participants

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Department of Energy Stephen Meador, SC, Chairperson Review Committee Subcommittee 1: Technical *Arnie Kellman, General Atomics Will Oren, TJNAF Bruce Strauss, DOE/SC Subcommittee 2: Cost and Schedule *Kin Chao, DOE/SC Tim Maier, DOE/BHSO Rick Blaisdall, DOE/APM Subcommittee 3: Management *Frank Crescenzo, DOE/BHSO Chris Ackerman, DOE/SC *Lead

Observers Ed Synakowski, DOE/SC Barry Sullivan, DOE/SC Tony Indelicato, DOE/PSO Maria Dikeakos, DOE/PSO

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OFFICE OF

SCIENCEDOE Organization Chart

Office of the SecretaryDr. Steven Chu, Secretary

Deputy Secretary* Daniel B. Poneman

Associate Deputy SecretaryMelvin G. Williams, Jr.

Office of the Under Secretary

for Nuclear Security

Thomas P. D’AgostinoUnder Secretary

For Nuclear Security

*The Deputy Secretary also serves as the Chief Operating Officer.

7/25/12

U.S. Energy InformationAdministration

Bonneville PowerAdministration

Southwestern PowerAdministration

Southeastern PowerAdministration

Western Area PowerAdministration

Intelligence andCounterintelligence

Assistant Secretary forPolicy and International

Affairs

Assistant Secretary forCongressional and

Intergovernmental Affairs

General Counsel

Chief FinancialOfficer

Chief Human CapitalOfficer

Chief InformationOfficer

Public Affairs

Economic ImpactAnd Diversity

Deputy Administratorfor Defense Programs

Deputy Under Secretaryfor Counter-terrorism

Associate Administratorfor Emergency

Operations

Associate Administratorfor Acquisition &

Project Management

Deputy Administratorfor Defense Nuclear

Nonproliferation

Deputy Administratorfor Naval Reactors

Associate Administratorfor Defense Nuclear

Security


for Science

VacantUnder Secretary

for Science

Office of Science

Advanced ScientificComputing Research

Basic Energy Sciences

Biological andEnvironmental Research

Fusion Energy Science

High Energy Physics

Nuclear Physics


VacantUnder Secretary

Associate Administratorfor External Affairs

Workforce DevelopmentFor Teachers/Scientists

Management

Health Safety andSecurity

Hearings and Appeals

Advanced ResearchProjects Agency-Energy

Loans ProgramOffice

American Recovery &Reinvestment Act Office

Federal EnergyRegulatory Commission

Inspector General

Assistant Secretaryfor Environmental

Management

Assistant Secretaryfor

Fossil Energy

Legacy Management

Indian EnergyPolicy and Programs

Assistant Secretaryfor Energy Efficiencyand Renewable Energy

Assistant Secretaryfor Electrical Delivery and

Energy Reliability

Assistant Secretaryfor

Nuclear Energy

Associate Administratorfor Info. Management

& CIO

Associate Administratorfor Management &

Budget

Associate Administratorfor Safety & Health

Technology Transfer

Coordinator

Chief of Staff

National NuclearSecurity Administration

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OFFICE OF

SCIENCESC Organization Chart

Office of the Director (SC-1)William F. Brinkman

Advanced ScientificComp. Research (SC-21)

Barbara Helland (A)

Workforce Development for Teachers/

Scientists (SC-27)

P. Dehmer (A)Basic Energy

Sciences (SC-22)Harriet Kung

Fusion EnergySciences (SC-24)

Edmund Synakowski

High EnergyPhysics (SC-25)James Siegrist

Biological & Environ. Research (SC-23)

Sharlene Weatherwax

Nuclear Physics(SC-26)

Timothy Hallman (A) Acting

7/2012

Deputy Directorfor Science Programs (SC-2)

Patricia Dehmer

Deputy Directorfor Resource Management (SC-4)

Jeffrey Salmon

Deputy Directorfor Field Operations (SC-3)

Joseph McBrearty

Office of Project

Assessment (SC-28)Daniel

Lehman

Office of Budget (SC-41)

Kathleen Klausing

Office of Scientific and Tech. Info. (SC-44)

Walt Warnick

Office of SC Program Direction (SC-46)

Daniel Division

Office of Grants/ Cont. Support (SC-43)Linda Shariati

Office of Business Policy

& Ops (SC-45)Vasilios

Kountouris

SC Communications & Public Affairs

(SC-4)Dolline Hatchett

Ames SOCynthia Baebler

Thomas Jeff. SOJoe Arango

Stanford SOPaul Golan

Pacific NWest SORoger Snyder

Princeton SOMaria Dikeakos

Oak Ridge SOJohnny Moore

Fermi SOMichael Weis

Brookhaven SOF. Crescenzo (A)

Berkeley SOAundra Richards

Argonne SOJoanna Livengood

SCIntegratedSupportCenter

Office of Lab Policy & Evaluat.

(SC-32)J. LaBarge

(A)

Office of Safety,

Security & Infra.(SC-31)

M. Jones

Human Resources & Admin.(SC-45.3)

Cynthia Mays

Small BusinessInnovationResearch(SC-29)

Manny Oliver

Oak Ridge Office

Larry C. Kelly

Chicago Office

Roxanne Purucker

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OFFICE OF

SCIENCECharge Questions

1. Construction Efforts: Are construction efforts being executed safely? Does the project have adequate resources and the appropriate skills mix to execute the project per the plan?

2. Baseline Cost and Schedule: Are the current project cost and schedule projections consistent with the approved baseline cost and schedule? Is the contingency remaining adequate for the risks that remain?

3. Management: Evaluate the management structure as to its adequacy to

deliver the scope within budget and schedule. Are risks being actively managed?

4. Response to Prior Reviews: Has the Integrated Project team implemented all required actions in the Corrective Action Plan that was developed following the Project Status review from April 2012?

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OFFICE OF

SCIENCEAgenda

Tuesday, December 11, 2012—LSB, Room B318 8:00 am Executive Session 9:00 am Laboratory Perspective Stewart Prager 9:05 am Project Overview Ron Strykowsky 9:45 am NSTX Centerstack Fabrication Jim Chrzanowski 10:10 am Break 10:25 am Second Neutral Beam on NSTX Tim Stevenson 10:50 am NSTX Centerstack Ancillary Systems Progress Larry Dudek 11:15 am Machine Installations and Construction Management Erik Perry 11:40 am Safety Jerry Levine 11:50 am Lunch 12:50 pm Tour NSTXU test cell, CS High Bay, CS Fab Shop, CAS/RESA 1:50 pm Break-out Sessions 3:50 pm Executive Session 5:00 pm Adjourn Wednesday, December 12, 2012 8:00 am Follow-up and Report Writing 10:00 am Dry Run 11:30 am Closeout Presentation 12:00 pm Adjourn

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OFFICE OF

SCIENCEReport Outline/Writing

Assignments

Executive Summary Meador

1. Introduction Sullivan

2. Technical Status (Charge Questions 1, 4) Kellman*/Oren/Strauss

2.1 Findings

2.2 Comments

2.3 Recommendations

3. Cost and Schedule (Charge Question 2, 4) Chao*/Blaisdell/Maier

4. Management and ES&H (Charge Questions 1, 3, 4) Crescenzo*/Ackerman

*Lead

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OFFICE OF

SCIENCE

Closeout Presentation

and Final Report

Procedures

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OFFICE OF

SCIENCEFormat:

Closeout Presentation

(No Smaller than 18 pt Font)

2.1 Use Section Number/Title corresponding to writing assignment list.

List Review Subcommittee Members

List Assigned Charge Questions and Review Committee Answers

2.1.1 Findings

• In bullet form, include an assessment of technical, cost, schedule, and management.

2.1.2 Comments

• In bullet form, list descriptive material assessing the findings and the conclusions based on the findings. This is narrative material and is often omitted as a separate heading and the narrative included either under Findings or Recommendations as appropriate. This heading carries more emphasis than the Findings, but does not require an action as do the Recommendations. Do not number your comments.

2.1.3 Recommendations

1. Begin with action verb and identify a due date.

2.

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OFFICE OF

SCIENCEFormat:

Final Report

FINAL REPORT WRITE-UP/UPDATE TO BE UPLOADED TO THE SC PORTAL SITE

When you have prepared your Report Write-Up and/or updates, please upload the document directly to the SC portal (by December 17):

https://portal.science.doe.gov/sites/sc28/Lehman%20Reviews/Forms/AllItems.aspx

(Use MS Word / 12pt Font)

2.1 Use Section Number/Title corresponding to writing assignment list.

2.1.1 Findings

Include an assessment of technical, cost, schedule, and management. Within the text of the Findings Section, include the answers to the review questions.

2.1.2 Comments

Descriptive material assessing the findings and the conclusions based on the findings. This is narrative material and is often omitted as a separate heading and the narrative included either under Findings or Recommendations as appropriate. This heading carries more emphasis than the Findings, but does not require an action as do the Recommendations. Do not number your comments.

2.1.3 Recommendations1. Begin with action verb and identify a due date.2. 3.


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OFFICE OF

SCIENCEExpectations

Present closeout reports in PowerPoint. FINAL REPORT WRITE-UP AND

UPDATES TO BE UPLOADED TO THE SC PORTAL SITE (by December 17):

– https://portal.science.doe.gov/sites/sc28/Lehman%20Reviews/Forms/AllItems.aspx

– To upload your file to the portal, click on “NSTX Upgrade Project Review” folder, then on “Committee Report Sections” folder. On the light blue bar (just at the top of the files), click on “Upload Files”.




OFFICE OF

SCIENCE

Closeout Report on the Review Committee for the National Spherical Torus

Experiment (NSTX) Upgrade Project

Princeton Plasma Physics LaboratoryDecember 12, 2012

Stephen W. MeadorReview Committee Chair

Office of Science, U.S. Department of Energyhttp://www.science.doe.gov/opa/

http://www.science.doe.gov/opa/

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OFFICE OF

SCIENCE2. Technical StatusKellman, GA*/Oren, TJNAF/Strauss, DOE/SC



• Findings

• Comments

• Recommendations

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OFFICE OF

SCIENCE3. Cost and ScheduleChao, DOE/SC/Blaisdell, DOE/APM,

Maier, DOE/BHSO

2. Baseline Cost and Schedule: Are the current project cost and schedule projections consistent with the approved baseline cost and schedule? Is the contingency remaining adequate for the risks that remain?


• Findings

• Comments

• Recommendations

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OFFICE OF

SCIENCEProject Status

Chao, DOE/SC/Blaisdell, DOE/APM,Maier, DOE/BHSO

PROJECT STATUSProject Type MIE / Line Item / Cooperative Agreement

CD-1 Planned: Actual:




TPC Percent Complete Planned: _____% Actual: _____%

TPC Cost to Date

TPC Committed to Date

TPC

TEC Contingency Cost (w/Mgmt Reserve) $ _____% to goContingency Schedule on CD-4b ______months _____%

CPI Cumulative SPI Cumulative

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OFFICE OF

SCIENCE4. Management and ES&HCrescenzo, DOE/BHSO/Ackerman, DOE/SC


3. Management: Evaluate the management structure as to its adequacy to deliver the scope within budget and schedule. Are risks being actively managed?


• Findings

• Comments

• Recommendations

Documents

OFFICE OF SCIENCE Stephen W. Meador, Chairperson DOE/SC Review Committee Office of Science, U.S. Department of Energy Review