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 LaboratoryOctober 2-3, 2013

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OFFICE OF

SCIENCEDOE Review of NSTX

DOE EXECUTIVE SESSION AGENDA

Wednesday, October 2, 2013— 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. Adjourn

Project and review information is available at:http://evms.pppl.gov/Lehman_131002/index.html

OFFICE OF

SCIENCEReview Committee

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Stephen Meador, DOE/SC, Chairperson

Review Committee

SC 1–Technical Approach*Arnie Kellman, General AtomicsWill Oren, TJNAF

SC 2–Cost and Schedule *Kin Chao, DOE/SCTim Maier, DOE/BHSO

SC 3–Management and ES&H*Frank Crescenzo, DOE/BHSOMike Epps, DOE/TJSORobin Noyes, DOE/APM

*Lead

Observers

Ed Synakowski, DOE/SCJoe May, DOE/SCBarry Sullivan, DOE/SCTony Indelicato, DOE/PSOMaria Dikeakos, DOE/PSO

OFFICE OF

SCIENCEDepartment of Energy

OFFICE OF

SCIENCEOffice of Science

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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? Has the project responded satisfactorily to the recommendations from the previous project reviews?

4. Transition to Operations: Is the Project appropriately aligned for completion of construction efforts and transitioning to NSTX-U for CD-4 approval?

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OFFICE OF

SCIENCEAgenda

Wednesday, October 2, 2013—LSB, Room B318 8:00 am Executive Session Stephen Meador 8:45 am Laboratory Perspective Stewart Prager 9:05 am Project Overview Ron Strykowsky 9:35 am NSTX Centerstack Fabrication Jim Chrzanowski 10:10 am Break 10:30 am Second Neutral Beam on NSTX Tim Stevenson 10:50 am NSTX Centerstack Ancillary Systems Progress Larry Dudek 11:10 am Machine Installations and Construction Management Erik Perry 11:35 am Transition to Operations/Operational Readiness Review Al vonHalle 11:55 am Safety Jerry Levine 12:05 pm Lunch 1:05 pm Tour NSTXU Test Cell and CS Fabrication Area 2:05 pm Subcommittee Breakout Sessions (B318 and DCR) 2:50 pm DOE Full Committee Executive Session 5:00 pm Adjourn

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OFFICE OF

SCIENCEAgenda Cont’d

Thursday, October 3, 2013 8:00 am Follow-up and Report Writing 9:00 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

2.1 Findings

2.2 Comments

2.3 Recommendations

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

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

*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

(MSWord; 12 pt 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 Recommendations

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

2.

3.

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OFFICE OF

SCIENCE

Present closeout reports in PowerPoint.

Forward your sections for each review report (in MSWord format) to Casey Clark, casey.clark@science.doe.gov,

by October 7, 8:00 a.m. (EDT).

Expectations

OFFICE OF

SCIENCE

Closeout Report by the Review Committee for the National Spherical Torus

Experiment (NSTX) Upgrade Project

Princeton Plasma Physics LaboratoryOctober 3, 2013

Stephen W. MeadorReview Committee Chair

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

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OFFICE OF

SCIENCE2. Technical StatusA. Kellman, GA*/SC-1

• Findings• Comments• Recommendations

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?

4. Transition to Operations: Is the Project appropriately aligned for completion of construction efforts and transitioning to NSTX-U for CD-4 approval?

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OFFICE OF

SCIENCE3. Cost and ScheduleK. Chao, DOE/SC*/ SC-2

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?

4. Transition to Operations: Is the Project appropriately aligned for completion of construction efforts and transitioning to NSTX-U for CD-4 approval

• Findings• Comments• Recommendations

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OFFICE OF

SCIENCEProject Status

K. Chao, DOE/SC*/ SC-2

PROJECT STATUSProject 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 goContingency Schedule on CD-4b ______months _____%

CPI Cumulative     SPI Cumulative  

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OFFICE OF

SCIENCE4. Management and ES&H

F. Crescenzo, BNL*/SC-3

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?

3. Management: Evaluate the management structure as to its adequacy to deliver the scope within budget and schedule. Are risks being actively managed? Has the project responded satisfactorily to the recommendations from the previous project reviews?

4. Transition to Operations: Is the Project appropriately aligned for completion of construction efforts and transitioning to NSTX-U for CD-4 approval?

• Findings• Comments• Recommendations