OFFICE OF

SCIENCE

Review Committeefor the

Muon to Electron Conversion(Mu2e) Experiment Project

FermilabJune 5-7, 2012

Daniel R. LehmanReview Committee Chair

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

2

DOE Review of Mu2e

DOE EXECUTIVE SESSION AGENDA

Tuesday, June 5, 2012—Wilson Hall, The Comititum

8:00 a.m. Introduction and Overview D. Lehman8:10 a.m. Program Office Perspective M. Procario/T. Lavine8:15 a.m. Federal Project Director Perspective P. Philp8:30 a.m. Questions8:45 a.m. Adjourn

OFFICE OF

SCIENCE

Project and review information is available at:Username: reviewer Password: mu2ereviewer

Review Committee Participants

OFFICE OF

SCIENCE

SC1 SC2 SC3Accelerator Physics Superconducting Solenoids Detector Systems

* Rod Gerig, ANL * Peter Wanderer, BNL * Steve Kettell, BNLBruce Strauss, DOE/SC Douglas Bryman, TRIUMF

Rik Yoshida, ANL

SC4 SC5 SC6Electronics/DAQ/Control Systems Civil Construction Cost and Schedule

* Rick Van Berg, U of Penn. * Jeff Sims, ANL * Ethan Merrill, DOE/SCRick Blaisdell, DOE/OECMBrian Huizenga, DOE/OECM

SC7Project Management and ES&H Observers LEGEND

* Dick Loveless, U. of Wisconsin James Siegrist, DOE/SC SC SubcommitteeKurt Fisher, DOE/SC Mike Procario, DOE/SC * Chairperson

Ted Lavine, DOE/SCMike Weis, DOE/FSOPaul Philp, DOE/FSO Count: 14 (excluding Observers)

3

4

DOE Organization Chart

OFFICE OF

SCIENCEOffice of the Secretary

Dr. Steven Chu, SecretaryDeputy 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.

06 December, 2011

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

Associate Administratorfor Defense Nuclear

Nonproliferation

Deputy Administratorfor Naval Reactors

Associate Administratorfor Defense Nuclear

Security

Office of the Under Secretary

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

Office of the Under Secretary

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 EnergyLegacy Management

Indian EnergyPolicy and Programs

Assistant Secretaryfor Energy Efficiency

and 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 TransferCoordinator

Chief of Staff

National NuclearSecurity Administration

5

SC Organization ChartOFFICE OF

SCIENCE

Chicago Office

Roxanne Purucker

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

Advanced ScientificComp. Research (SC-21)

Daniel Hitchcock

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

12/2011

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)

Rebecca Kelley

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

Office of Business Policy

& Ops (SC-45)

V. 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 SOMichael Holland

Berkeley SOAundra Richards

Argonne SOJoanna Livengood

SCIntegratedSupportCenter

Office of Lab

Policy & Evaluat.(SC-32)D. Streit

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

J. Eschenberg (A)

6

Charge Questions OFFICE OF

SCIENCE1. Does the conceptual design satisfy the performance requirements?

2. Do the conceptual design report and supporting documentation adequately justify the stated cost range and project duration?

3. Does the proposed project team have adequate management experience, design skills, and Laboratory support to produce a credible technical, cost and schedule baseline?

4. Are ES&H aspects being properly addressed and are future plans sufficient given the projects current stage of development?

5. Is the documentation required by DOE, satisfying Order 413.3B, ready for approval of CD-1?

7

AgendaOFFICE OF

SCIENCETuesday, June 5, 2012—Wilson Hall, the Comititum

8:00 am DOE Executive SessionCharge and Procedures D. LehmanHigh Energy Physics Perspective M. Procario, T. Lavine Project Overview P. Philp

8:45 am Plenary Session—1 West, Welcome Pier Oddone9:55 am Project Overview Ron Ray

10:10 am Break—Outside 1 West10:25 am WBS 1.2 Accelerator Steve Werkema10:50 am WBS 1.3 Conventional Construction Tom Lackowski11:15 am WBS 1.4 Solenoids Mike Lamm11: 45 am WBS 1.5 Muon Beamline Sandor Feher12:05 pm Lunch—WH2XO1:05 pm WBS 1.6 Tracker Aseet Mukherjee1:25 pm WBS 1.7 Calorimeter Stefano Miscetti1:45 pm WBS 1.8 Cosmic Ray Veto Craig Dukes2:05 pm WBS 1.7 Trigger and DAQ Mark Bowden2:25 pm Common Projects that Support Mu2e Doug Glenzinski2:50 pm Break—Outside 1 West3:10 pm Subcommittee Breakout Sessions

• SC1 Accelerator and Muon Beamline—1 North (WH1NW)• SC2 Solenoids—Hornet’s Nest (WH8XO)• SC3/4 Calorimeter, Cosmic Ray Veto, Tracker, DAQ—Snake Pit (WH2NE)• SC5 Conventional Construction—Racetrack (WH7XO)• SC6/7 Project Management—Comitium (WH2SW)

4:40 pm DOE Executive Session—Comitium D. Lehman6:30 pm Adjourn

8

OFFICE OF

SCIENCEWednesday, June 6, 2012

8:00 am Subcommittee Breakout Sessions• SC1 Accelerator and Muon Beamline—1 North (WH1NW)• SC2 Solenoids—Hornet’s Nest (WH8XO)• SC3/4 Calorimeter, Cosmic Ray Veto, Tracker, DAQ—Snake Pit (WH2NE)• SC5 Conventional Construction—Racetrack (WH7XO)• SC6/7 Project Management—Comitium (WH2SW)

9:30 am Break—Outside Comitium9:45 am Subcommittee Breakout Sessions (Continued in same rooms)

11:30 pm Lunch—WH2XO1:30 pm Subcommittee Working Session—Comitium3:00 pm Break—Outside Comitium3:15 pm DOE Full Committee Executive Session—Comitium D. Lehman

Thursday, June 7, 2012

8:00 am Subcommittee Working Session—Comitium10:00 am Break—Outside Comitium10:15 am DOE Full Committee Executive Session Dry Run—Comitium D. Lehman12:00 pm Lunch—Outside Comitium2:00 pm DOE Summary and Closeout—1 West D. Lehman3:00 pm Adjourn

Agenda

9

Report Outline/ Writing Assignments

OFFICE OF

SCIENCEExecutive Summary Merrill1. Introduction Lavine2. Technical Systems Evaluation (Charge Questions 1, 2, 5)

2.1 Accelerator Physics Gerig*/SC-12.1.1 Findings2.1.2 Comments2.1.3 Recommendations2.2 Superconducting SolenoidsWanderer*/SC-22.3 Detector SystemsKettell*/SC-32.4 Electronics/DAQ/Control SystemsVan Berg*/SC-4

3. Civil Construction (Charge Questions 1, 2, 5) Sims*/SC-5

4. Cost and Schedule (Charge Questions 2, 5) Merrill*/SC-6

5. Project Management & ES&H (Charge Questions 3, 4, 5) Loveless*/SC-7

*Lead

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Closeout Presentation

and Final Report

Procedures

OFFICE OF

SCIENCE

11

Format: Closeout Presentation

OFFICE OF

SCIENCE(Use PowerPoint / 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 Answers2.1.1 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.

12

OFFICE OF

SCIENCE(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 Recommendations

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

2.

3.

Format: Final Report

13

Expectations

• Present closeout reports in PowerPoint.

• Forward your sections for each review report (in MSWord format) to Casey Clark, casey.clark@science.doe.gov, by Monday, June 11, 8:00 a.m. (EDT).

OFFICE OF

SCIENCE

OFFICE OF

SCIENCECloseout Report by the

Review Committeefor the

Muon to Electron Conversion(Mu2e) Experiment Project

FermilabJune 7, 2012

Daniel R. LehmanCommittee Chair

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

15

2.1 Accelerator PhysicsR. Gerig, ANL / Subcommittee 1

OFFICE OF

SCIENCE1. Does the conceptual design satisfy the performance

requirements?

2. Do the conceptual design report and supporting documentation adequately justify the stated cost range and project duration?

5. Is the documentation required by DOE, satisfying Order 413.3B, ready for approval of CD-1?

• Findings• Comments• Recommendations

16

2.2 Superconducting SolenoidsP. Wanderer, BNL / Subcommittee 2

OFFICE OF

SCIENCE1. Does the conceptual design satisfy the performance

requirements?

2. Do the conceptual design report and supporting documentation adequately justify the stated cost range and project duration?

5. Is the documentation required by DOE, satisfying Order 413.3B, ready for approval of CD-1?

• Findings• Comments• Recommendations

17

2.3 Detector SystemsS. Kettell, BNL / Subcommittee 3

OFFICE OF

SCIENCE1. Does the conceptual design satisfy the performance

requirements?

2. Do the conceptual design report and supporting documentation adequately justify the stated cost range and project duration?

5. Is the documentation required by DOE, satisfying Order 413.3B, ready for approval of CD-1?

• Findings• Comments• Recommendations

18

2.4 Electronics/DAQ/Control SystemsR. Van Berg, U of PA / Subcommittee 4

OFFICE OF

SCIENCE1. Does the conceptual design satisfy the performance

requirements?

2. Do the conceptual design report and supporting documentation adequately justify the stated cost range and project duration?

5. Is the documentation required by DOE, satisfying Order 413.3B, ready for approval of CD-1?

• Findings• Comments• Recommendations

19

3. Civil ConstructionJ. Sims, ANL/Subcommittee 5

OFFICE OF

SCIENCE1. Does the conceptual design satisfy the performance

requirements?

2. Do the conceptual design report and supporting documentation adequately justify the stated cost range and project duration?

5. Is the documentation required by DOE, satisfying Order 413.3B, ready for approval of CD-1?

• Findings• Comments• Recommendations

20

OFFICE OF

SCIENCEPROJECT STATUS

Project Type MIE / Line Item / Cooperative AgreementCD-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  

4. Cost and ScheduleE. Merrill, DOE/SC/Subcommittee 6

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OFFICE OF

SCIENCE4. Cost and ScheduleE. Merrill, DOE/SC/Subcommittee 6

2. Do the conceptual design report and supporting documentation adequately justify the stated cost range and project duration?

5. Is the documentation required by DOE, satisfying Order 413.3B, ready for approval of CD-1?

• Findings• Comments• Recommendations

22

4. Project Management & ES&HD. Loveless, U of Wisconsin/Subcommittee 7

OFFICE OF

SCIENCE3. Does the proposed project team have adequate

management experience, design skills, and Laboratory support to produce a credible technical, cost and schedule baseline?

4. Are ES&H aspects being properly addressed and are future plans sufficient given the projects current stage of development?

5. Is the documentation required by DOE, satisfying Order 413.3B, ready for approval of CD-1?

• Findings• Comments• Recommendations