CostScheduleManagement Talk B 3 2 Henry Heetderks UCB
Cost/Schedule/Management Talk B 3. 2 Henry Heetderks (UCB) DOE Review of Big. BOSS, Dec. 6 -7, 2011
Outline • Management of the Big. BOSS R&D Project • Detailed Plan and Cost for the R&D Project • Cost, Schedule, and Management of the Big. BOSS Construction Project 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 2
Management of the Big. BOSS R&D Project 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 3
The Big. BOSS R&D Team WBS Description Lead Institution Recent Experience 1. 0 R&D Management and SE H. Heetderks UCB SNAP, JDEM 2. 1 Cage & Barrel Components R&D M. Sholl UCB SNAP, WFIRST 2. 2 Corrector and ADC R&D P. Doel UCL DES 2. 3 Fiber Camera R&D C. Baltay Yale Quest 2. 4 Focal Plane System R&D C. Zhai USTC LAMOST 2. 4. 4 Focal Plate Mechanical R&D F. Prada IAA SIDE 2. 5 Guider/Focus Sensors R&D A. Roodman SLAC LSST 2. 6 Fiber System R&D J. Allington-Smith DU GMOS-S 2. 7 Spectrograph R&D E. Prieto/P-H. Carton LAM/CEA Euclid 2. 8 Detector and Electronics R&D N. Roe LBNL DES 2. 9 Instrument Control System R&D K. Honscheid OSU BOSS 2. A Science Requirements R&D N. Roe LBNL DES 2. B Data System R&D M. Blanton NYU BOSS 2. C Mayall Interface R&D Studies R. Besuner UCB SNAP, ISUAL 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 4
Big. BOSS R&D Project Org Chart 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 5
Managing the R&D Activities • We have established FY 12 and FY 13 major milestones for each of the Level 2 WBS Activities • Level 2 leads will define ~ monthly intermediate milestones • Weekly Schedule status meetings — — • Primary activity is to review schedule status, not discuss technical issues Identification of schedule issues may lead to additional engineering meetings 1. 5 to 2 hours LBNL people meet face to face; other university and foreign persons by telephone Weekly Engineering meetings run by Chief Engineer — Emphasis is on system level issues, but may delve into detailed subsystem problems • Additional technical meetings on an ad hoc basis — Started in response to particular technical or schedule status issues — May run as a weekly meeting for a time if needed 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 6
Perform Value Engineering Analyses and Trades • During the R&D period we intend to evaluate a number of trades: — Reduce the number or difficulty of figuring of corrector lenses and evaluate loss of science (if any) — Evaluate reflective (simpler) vs. the baseline refractive (more compact) cameras in the spectrographs — Evaluate cost of increased speed in spectrographs against the resulting cost savings in the corrector and focal plane system • As the R&D activities take place, we will respond to additional opportunities to make trades with a potential to reduce cost 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 7
Continue Development of Configuration Management and Systems Engineering Functions • Track Science Requirements and their flowdown to engineering requirements — Need close interaction between the SE group and scientists • Establish and maintain resource allocations and tolerance and error budgets — A major SE task requires close interaction with LBL SE and all collaborators performing engineering pre-conceptual designs • Guide the design of all engineering subsystems so as to insure that requirements are met and reasonable interfaces are specified — This is a major function of the weekly engineering meetings • Insure that all design, test, and evaluation activities are properly documented — Proper configuration management is essential to insure that information developed in the R&D phase is available for the construction project 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 8
Detailed Plan for the R&D Project 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 9
WBS for the Big. BOSS R&D Phase (FY 12 and FY 13) 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 10
The Big. BOSS R&D Plan • Describes R&D activities for FY 12 and FY 13 for each entry in the WBS • Includes proposed personnel and FTE’s for each activity • A copy of the full plan is included in the reviewer package • The following slides give summary of the work to be done • Proposed DOE costs are shown by WBS and year 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 11
WBS 1. 0 Management and Systems Engineering WBS 1. 0 – H. Heetderks (UCB) WBS FY 12 Activity Deliverable Items FY 13 Activity Deliverable Items 1. 1 R&D Project Management Pre-Conceptual Versions of: Project Execution Plan Risk Management Plan Risk List Design Package Hazard Analysis Report Safety Management Plan Quality Assurance Plan R&D Project Management Conceptual Level Versions of: Project Execution Plan Risk Management Plan Risk List Design Package Hazard Analysis Report Safety Management Plan Quality Assurance Plan 1. 2 R&D Systems Engineering Set up: Configuration Management Resource Budgets Requirements Tracking R&D Systems Engineering Maintain and Operate: Configuration Management Resource Budgets Requirements Tracking DOE funded activity Activity funded by others Multiply funded activities 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 12
WBS 2. 1 – Cage & Barrel Components WBS 2. 1 – M. Sholl (UCB) WBS FY 12 Activity Deliverable Items FY 13 Activity Deliverable Items 2. 1. 1 Corrector and cage requirements study Draft Corrector Requirements Tech Note Draft Corrector Design Trade Study Preliminary Corrector/Cage FEA package Cage Thermal Stability Analysis Tech Note Corrector and cage requirements dev't Corrector Conceptual Level Requirements Document Optics Conceptual Design Drawing Corrector/Cage FEA Report 2. 1. 2 Optics modeling and evaluation 2. 1. 3 Corrector/Cage FEA 2. 1. 4 Cage thermomechanical stability study Optics Conceptual Design Corrector/Cage FEA Cage thermomechanical stability study Cage Thermal Stability Analysis Document DOE funded activity Activity funded by others Multiply funded activities 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 13
WBS 2. 2 – Corrector and ADC WBS 2. 2 – P. Doel (University College London) WBS FY 12 Activity Deliverable Items FY 13 Activity 2. 2. 1 Thermo-mechanical stability study 2. 2. 2 Lens Mounting Study Lens Alignment Study Lens Cell Thermal Stability Analysis Tech Note Pre-Conceptual Lens Mount Tech Note Pre-Conceptual Alignment Tech Note 2. 2. 3 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx Deliverable Items Lens Cell Thermal Stability Analysis Document Lens Mounting Study Lens Mount Conceptual Design Lens Alignment Study Conceptual Alignment Procedure 14
WBS 2. 3 – Fiber Camera WBS 2. 3 – C. Baltay (Yale University) WBS FY 12 Activity Deliverable Item(s) FY 13 Activity 2. 3. 1 Fiber camera requirements review Fiber View Camera Pre Fiber camera -Concept Requirements review Tech Note 2. 3. 2 CCD & FEE Review 2. 3. 3 COT Lens Review Pre-Conceptual Fiber Camera Design Tech Note 2. 3. 4 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx Deliverable Items CCD & FEE Review COT Lens Review Fiber View Camera Conceptual Requirements Document Fiber Camera Conceptual Design Develop Camera B/B Test Report 15
WBS 2. 4 – Focal Plane System WBS 2. 4 – C. Zhai (University of Science and Technology China, with Instituto de Astrofísica de Andalucía and LBNL) WBS FY 12 Activity 2. 4. 1. 1 Evaluation of the 12 mm θ-θ and R-θ Positioners 2. 4. 1. 2 Evaluation of the 12 mm θ-θ and R-θ Positioners 2. 4. 1. 3 Evaluation of the 8 mm Cobra positioner 2. 4. 2 Focal plane structure stiffness study 7 December, 2011 Deliverable Items FY 13 Activity Positioner Performance Tech Note Cobra Positioner Performance Tech Note Focal Structure FEA Tech Note Evaluation of the downselect positioner Talk B 3. 2 Heetderks CSM. pptx Deliverable Items USTC Positioner Performance Final Report Evaluation of the LBNL R-θ Positioner 12 mm R-θ Positioner Performance Final Report Evaluation of the 8 mm Cobra Positioner Cobra positioner Performance Final Report Focal plane structure Focal Structure FEA & stiffness study Conceptual Design 16
WBS 2. 5 – Guider/Focus Sensors WBS 2. 5 – A. Roodman (SLAC) WBS FY 12 Activity Deliverable Items 2. 5. 1 CCD Evaluation CCD Review Tech Note 2. 5. 2 Packaging and Mounting Study 2. 5. 3 Shutter Study Pre-Conceptual Module Mechanical ICD Tech Note Shutter Blockage and Scattered Light Tech Note Pre-Conceptual Tracking Plan Tech Note 2. 5. 4 Tracking Strategy Study 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx FY 13 Activity Deliverable Items Packaging and Mounting Study Shutter Study Guider/Focus Sensor Conceptual Design Shutter Conceptual Design Tracking Plan Conceptual Design Tracking Strategy Study 17
WBS 2. 6 – Fiber System WBS 2. 6 – J. Allington-Smith (Durham University) WBS FY 12 Activity Deliverable Items 2. 6. 1 2. 6. 2 Ferrule pre-concept design study Fiber Flexing Tests Pre-Conceptual Ferrule pre-conceptual Design Tech Note design study Flexing Test Tech Note Fiber Flexing Tests 2. 6. 3 Connection Study: 2. 6. 4 Routing Study 2. 6. 5 Spectrograph Termination Study Cable design study Connections FRD and Throughput Tech Note Alternate routing Tech Note Pre-Conceptual Slit head Design Tech Note Pre-Conceptual cable design Tech Note 2. 6. 6 2. 6. 7 2. 6. 8 2. 6. 9 Commercial ferrule evaluation Quality assurance study Fiber Modeling 7 December, 2011 Report on commercial ferrules Tech Note Pre-conceptual fiber testing plan Tech Note Talk B 3. 2 Heetderks CSM. pptx FY 13 Activity Connection Study Deliverable Items Ferrule Conceptual Design Fiber Flexing Prel. Test Report Fiber Fuser Detailed Test Report Spectrograph Termination Study Cable design study Slit head Conceptual Design Spectrograph Cable Conceptual Design Fiber test plans Fiber Test Conceptual Design 18
WBS 2. 7 – Spectrograph WBS 2. 7 – E. Prieto (Laboratoire d'Astrophysique de Marseille/ Centre de Physique des Particules de Marseille) and P-H Carton (CEA/IRFU, Saclay) WBS FY 12 Activity 2. 7. 1 Requirements Study 2. 7. 2 BOSS Spectrograph Evaluation 2. 7. 3 Pre-Conceptual System Design 2. 7. 4 VPH Grating Evaluation 2. 7. 5 Optical Elements Requirements Study 2. 7. 6 Element Vendor Identification 2. 7. 7 Dewar Pre. Conceptual Design 2. 7. 8 Cooler Study and Analysis 7 December, 2011 Deliverable Items FY 13 Activity Deliverable Items Pre-Conceptual Req. Tech Note BOSS Spectrograph Performance Tech Note Pre-Conceptual System Design Tech Note Grating Test Tech Note Requirements Study Concept Req. Doc. Spectrograph System Design Dichroic Evaluation Pre-Conceptual Element Requirements Matrix Potential Vendor Table Optical Elements Requirements Study Spectrograph Conceptual Des. Dwg Dichroic Test Tech Note Element Requirements Matrix Dewar System Pre. Conceptual Design Cooler Study Tech Note Dewar System Design Dewar Conceptual Design Drawing Talk B 3. 2 Heetderks CSM. pptx 19
WBS 2. 8 – Detector and Electronics R&D WBS 2. 8 – N. Roe (LBNL) WBS FY 12 Activity Deliverable Item(s) FY 13 Activity Deliverable Item(s) 2. 8. 1 Requirements Study CCD Review Tech Note CCD Requirements Development CCD Requirements Document 2. 8. 2 Detector Element Evaluation Candidate Detectors Detector Element Table and Test Reports Evaluation Candidate Detectors Table and Test Reports 2. 8. 3 Detector Packaging Evaluation Detector Package Evaluation Tech Note 2. 8. 4 FEE Pre-Conceptual Development Design Package; Test Report FEE Conceptual Development FEE Conceptual Design Drawing Package 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 20
WBS 2. 9 – Instrument Control System WBS 2. 9 – K. Honscheid WBS FY 12 Activity 2. 9. 1 Requirements Study 2. 9. 2 Infrastructure Software Evaluation 2. 9. 3 Subsystem Coordination 2. 9. 4 DAQ-CCD Frontend interface 2. 9. 5 Subsystem Software Support 7 December, 2011 (The Ohio State University) Deliverable Items FY 13 Activity ICS Requirements Tech Note Infrastructure Tech Note Exposure Sequencer Tech Note FEE to ICS ICD Tech Note As Required Requirements Study Talk B 3. 2 Heetderks CSM. pptx Deliverable Items Conceptual Level ICS Requirements Doc Infrastructure Software DAQ/ICS Conceptual Evaluation Design Subsystem Conceptual Exposure Coordination Sequencer Document DAQ-CCD Frontend FEE to ICS ICD interface Conceptual Design Subsystem Software As Required Support 21
WBS 2. A – Science Requirements R&D WBS 2. A – N. Roe (LBNL) WBS FY 12 Activity 2. A Science Requirements Pre-Conceptual Science Requirements Development Document 7 December, 2011 Deliverable Items Talk B 3. 2 Heetderks CSM. pptx FY 13 Activity Deliverable Items Conceptual Science Requirements Document 22
WBS 2. B – Data System R&D WBS 2. B – M. Blanton WBS FY 12 Activity (New York University) Deliverable Items FY 13 Activity Deliverable Items 2. B. 1 Data System Development Pre-Conceptual version of Target Image & Catalog Platform 2. B. 2 Pipeline R&D Pre-Conceptual 2 D Extraction Design Data System Conceptual Versions: Dev’t Computing Systems Req. Doc Archive System Design Ops Database Design Target Image & Catalog Platform Pipeline Conceptual 2 D Extraction Design R&D 2. B. 3 Simulation R&D Pre-Conceptual versions: CCD-level Simulation S/W Fast 1 D Simulation S/W 2. B. 4 Targeting & Pre-Conceptual versions: Strategy R&D Survey Simulation S/W Survey Strategy Design Targeting Test Dataset Photometric Req. Doc. Variability Req. Doc. Astrometric Req. Doc. 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx Simulation R&D Targeting & Strategy R&D Conceptual versions: CCD-level Simulation S/W Fast 1 D Simulation S/W Conceptual versions of: Survey Strategy Design Targeting Test Dataset Photometric Req. Doc. Variability Req. Doc. Astrometric Req. Doc. Target Algorithms Design Target Imaging Catalog 23
WBS 2. C – Mayall Interface Studies WBS 2. C – R. Besuner (UCB) WBS FY 12 Activity Deliverable Items 2. C. 1 Mayall PSF Study Tech Note 2. C. 2 Mayall Structure Modification Study Tech Note 2. C. 3 Telescope Baffling Telescope Baffle Study Tech Note 2. C. 4 Mass Tracking Pre-Conceptual Mass Tracking Plan 2. C. 5 Power Cooling Prime Focus Cooling Study: Prime Focus Technical Note 2. C. 6 Power Cooling Study: Spectrographs 2. C. 7 RF Shielding Study 2. C. 8 I&T Study 7 December, 2011 FY 13 Activity Deliverable Items Mayall Structure Modification Study Telescope Baffling Study Mass Tracking Mayall Structure Modification Conceptual Design Power Cooling Study: Prime Focus Telescope Baffle Concept Des, Stray Light Analysis Report Mass Tracking Document Released Prime Focus Cooling Mockup Test Report Spectrograph Cooling Technical Note RF Shield Tech Note Pre-Conceptual I&T Study Plan Talk B 3. 2 Heetderks CSM. pptx Conceptual I&T Plan 24
WBS 2. C – Mayall Interface Studies (Con’t) WBS 2. C – R. Besuner (UCB) WBS FY 12 Activity Deliverable Items 2. C. 9 Floor Plan Tech Note Development 2. C. A F/8 Exchange Study F/8 Exchange Tech Note 2. C. B Telescope Mechanical Model Correlation Verification Tech Note 2. C. C 2. C. D 2. C. E Mayall Mount Performance Evaluation Study 2. C. F Software Interfaces Development 2. D. G Optical Alignment Study 7 December, 2011 FY 13 Activity Deliverable Items Floor Plan Dev’t F/8 Exchange Study Floor Plan Conceptual Design F/8 Conceptual ICD Telescope Mechanical Model Correlation Focal Plane Harness Study Focal Plane Power System Study Mechanical Model Verification Document Focal Plane Harness Conceptual Design Focal Plane Power System Concept Des. Mayall Mount Performance Tech Note Software Interface Requirements Doc. Optical Alignment Tech Optical Alignment Note, Study Talk B 3. 2 Heetderks CSM. pptx Optical Alignment Preliminary Procedure 25
R&D Project Schedule WBS Task Description 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx Completion Date 26
Risk Classification Chart 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 27
Big. BOSS Risk List 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 28
R&D Cost to DOE (Foreign contributions not included) WBS Description FY 12 Cost (RY $K) 1. 0 R&D Management and SE 534 894 1, 428 2. 1 Cage & Barrel Components R&D 290 320 610 2. 2 Corrector and ADC R&D 25 25 50 2. 3 Fiber Camera R&D 50 72 121 2. 4 Focal Plane System R&D 231 313 544 2. 5 Guider/Focus Sensors R&D 63 115 177 2. 6 Fiber System R&D 139 185 324 2. 7 Spectrograph R&D 223 239 462 2. 8 Detector and Electronics R&D 196 355 551 2. 9 Instrument Control System R&D 73 74 147 2. A Science Requirements R&D 52 160 211 2. B Data System R&D 458 505 963 2. C Mayall Interface R&D Studies 345 279 623 2, 679 3, 536 6, 215 Total by FY 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx FY 13 Cost (RY $K) Total 29
Cost, Schedule, and Management of the Big. BOSS Construction Project 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 30
Planning for Ramp Up to the Construction Project • During the R&D period we are Preparing for CD-1 — Developing the pre-Conceptual Design and Conceptual Designs — Developing the System Engineering Processes • Requirements Flow Down • Configuration Control • Tolerance Budgeting and Resource Management — Developing the Management Processes • A Detailed Resource Loaded Schedule for the Construction Project in MS Project is well underway • This Schedule will directly drive the LBNL EVMS System • Developing the DOE 413. 3 Required Project Management Documentation • Additionally we are Looking Ahead to CD-2/3 a — Our Conceptual Design will lead directly to a Preliminary Design — Our Reviewing of Optics, Mechanism, and Detector Vendors is preparing us for placement of Long Lead Orders 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 31
Development of the WBS for the Big. BOSS Construction Project • In addition to the US support, ~40% of total funding for Big. BOSS is provided by France, China, England, and Spain • Such heavy international participation may present a management challenge • To make tracking progress and managing the effort as straight forward, we have attempted to organize the WBS so as to group all activity of a given collaborating institution into as compact an area of the WBS as possible • To the extent possible, we have put each collaborator’s contribution at Level 1 or Level 2 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 32
WBS at Level 2 for the Construction Project (CD-1 to CD-4) 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 33
WBS at Level 2 for the Construction Project (CD-1 to CD-4) 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 34
WBS at Level 5 for WBS 3. 6 - Fibers 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 35
WBS at Level 5 for WBS 3. 7 - Spectrographs 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 36
WBS at Level 5 for WBS 3. 7 - Spectrographs 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 37
WBS at Level 5 for WBS 3. 7 - Spectrographs 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 38
Resource Loaded Schedule in MS Project • Intended to represent the entire cost of the project assuming no foreign support • Proposed foreign contributions are scheduled and cost as though they were to be done in the US with DOE funds • Total costs are then presented in three categories by FY: — DOE Funded — Foreign Funded — Fund from the Common Fund supplied by participating universities • The schedule currently has 953 lines -- This will substantially increase as additional lower lever detail is added in the run up to the construction project • The current schedule is included as a. mpp file in the review package 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 39
MS Project Screen Shot 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 40
Big. BOSS Cost CD-1 to CD-4 Costs are FY 12 $K WBS Description FY 14 1. 0 Management and SE 3. 1 Cage & Barrel 3. 2 Corrector and ADC 3. 3 Fiber Camera 3. 4 Focal Plane System 3. 5 Guider/Focus Sensor 3. 6 Fiber System 3. 7 Spectrograph 3. 8 Detector and FEE 3. 9 Instr Control Syst 3. A Instrument I&T 4. 0 Mayall Interface 5. 0 Data System FY 15 FY 16 FY 17 FY 18 FY 19 DOE Funded Total Foreign Funded Total Common Fund Total Grand Total by FY 7 December, 2011 Talk B 3. 2 Heetderks CSM. pptx 41
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