Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 1 Project Management Cost and Schedule Nadine Kurita ANSI/EIA-748-A Standard for Earned Value Management Systems Organization Planning, scheduling and budgeting Accounting considerations Analysis and management reports Revisions and data management (not covered) EVMS surveillance ANSI/EIA-748-A Standard for Earned Value Management Systems Organization Planning, scheduling and budgeting Accounting considerations Analysis and management reports Revisions and data management (not covered) EVMS surveillance Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 2 Contributers Patricia Mast (LCLS, Aim Corporation - Deltek) Jeff Chan (LCLS, Aim Corporation - Deltek) Patricia Mast (LCLS, Aim Corporation - Deltek) Jeff Chan (LCLS, Aim Corporation - Deltek) Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 3 EVMS Organization J. Hastings Project Director N. Kurita Chief Engineer WBS 1.4 XCS N. Kurita acting WBS 1.2 XPP R. Pope WBS 1.3 CXI J.C. Castagna - acting WBS 1.5 Diagnostics N. Kurita WBS 1.6 Controls & Data System G. Haller PMCS B. Foyt Project Manager H. Leung Organizational Breakdown Structure (OBS) Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 4 EVMS Organization Work Breakdown Structure (WBS) Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 5 EVMS Organization Responsibility Assignment Matrix In process Responsibility Assignment Matrix In process Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 6 Planning, Scheduling and Budgeting (2) Earned value performance. LUSI Project Management Cost & Schedule (PMCS) system is based on, B-Factory Project Award for the Program and Project Management SPEAR3 2004 Secretary's Excellence in Acquisition Award GLAST LCLS 60% CAMS previous experience in PEP-II,SPEAR3, GLAST and/or LCLS System requirements D.O.E. Order 413.3A Program and Project Management ANSI/EIA-748-A Standard for Earned Value Management Systems Earned value performance. LUSI Project Management Cost & Schedule (PMCS) system is based on, B-Factory Project Award for the Program and Project Management SPEAR3 2004 Secretary's Excellence in Acquisition Award GLAST LCLS 60% CAMS previous experience in PEP-II,SPEAR3, GLAST and/or LCLS System requirements D.O.E. Order 413.3A Program and Project Management ANSI/EIA-748-A Standard for Earned Value Management Systems Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 7 Planning, Scheduling and Budgeting Documentation LCLS Control Account and Work Package Planning LCLS Project Schedule LCLS Cost Estimating LCLS Earned Value Management System Description Documentation LCLS Control Account and Work Package Planning LCLS Project Schedule LCLS Cost Estimating LCLS Earned Value Management System Description Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 8 Cost Estimate PMCS CAM Chief Engineer Project Director Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 9 Detailed Cost Estimate Report (DCE) Product sample report Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 10 Project Schedule PMCS CAM Chief Engineer Project Director DOE SSO Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 11 Project Schedule PMCS CAM Chief Engineer Project Director DOE SSO Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 12 Milestone Hierarchy Defined Level 1, 2, 3 and 4 Milestones Level 1 controlled by DOE HQ Level 2 controlled by DOE Stanford Site Office Level 3 controlled by LUSI Project Director Level 4 controlled by System Manager Level 1-3 Milestones are under formal CCB control Defined Level 1, 2, 3 and 4 Milestones Level 1 controlled by DOE HQ Level 2 controlled by DOE Stanford Site Office Level 3 controlled by LUSI Project Director Level 4 controlled by System Manager Level 1-3 Milestones are under formal CCB control Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 13 Work Authorization Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 14 Resource Loaded Schedules Integrate schedules Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 15 Accounting Considerations All financial transactions are documented, approved, and recorded properly in the financial accounting system on a consistent and timely basis in accordance with Generally Accepted Accounting Principles (GAAP) and applicable Cost Accounting Standards. Actual costs are collected from the financial accounting systems and imported into the EVMS each month. Actuals are collected in the EVMS in four basic cost elements Labor Non-Labor (materials, Subcontracts, etc) Shops Travel Direct and indirect costs are recorded in a manner consistent with the budgets. All financial transactions are documented, approved, and recorded properly in the financial accounting system on a consistent and timely basis in accordance with Generally Accepted Accounting Principles (GAAP) and applicable Cost Accounting Standards. Actual costs are collected from the financial accounting systems and imported into the EVMS each month. Actuals are collected in the EVMS in four basic cost elements Labor Non-Labor (materials, Subcontracts, etc) Shops Travel Direct and indirect costs are recorded in a manner consistent with the budgets. Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 16 Analysis and Management Reports Documentation LCLS Earned Value Management System Description LCLS Monthly Status and Reporting Documentation LCLS Earned Value Management System Description LCLS Monthly Status and Reporting Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 17 Monthly Status and Reporting PMCS CAM Chief Engineer Project Director Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 18 Monthly Status and Reporting PMCS CAM Chief Engineer Project Director Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 19 CPR Drilldown (Level 2) Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 20 CPR Drilldown (Level 3) Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 21 CPR Drilldown (CA Level) Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 22 CPR Drilldown (Milestone Level) Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 23 CPR Drilldown (Labor Detail) Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 24 CPR Drilldown (Cost Detail) Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 25 Variance Analysis Form Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 26 LCLS PMCS Utilities (The Hammer) Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 27 BCWS, BCWP,ACWP Report (SPA) Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 28 Obligation Report (OSCUM) Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 29 Total Float Report Level 3 milestones Nadine Kurita LUSI DOE Review July 23, 2007 PMCS Actual cost and commitments are collected, via code of accounts, at the 3 rd or 4th level of the WBS 1. The cost estimating information was transferred to Primavera for initial budget & obligation time- phasing 2. Progress information is gathered from the CAMS and input into the scheduling system for baseline variance and critical path analysis 3. Progress information is transferred from the scheduling system into the cost processor for Earned Value calculations 5. Accounting files are transferred electronically to the PMCS group and imported into Cobra. Reconciled every month. 6. Technical/Cost/Schedule Baseline changes are controlled and documented through the change control process 7. Utility tools for CAMS and management. View Gant charts, plot performance, trending reports, CPR drilldown Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 31 Surveillance Continuous self assessment is performed by the project director, and project controls personnel, who are trained in the correct use of the LCLS EVMS, and are held accountable for proper implementation. Conduct external audit yearly LCLS Surveillance of EVMS Continuous self assessment is performed by the project director, and project controls personnel, who are trained in the correct use of the LCLS EVMS, and are held accountable for proper implementation. Conduct external audit yearly LCLS Surveillance of EVMS Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 32 Summary Consistent with the 32 critical criteria as described in ANSI/EIA- 748-A Applying the existing LCLS documentation for Planning, scheduling and budgeting Accounting considerations Analysis and management reports Revisions and data management PMCS staff is from LCLS CAMS have experience with PMCS training will continue to ensure compliance with the ANSI standard Have a detailed resource loaded schedule for CD4a deliverables Detailed resource loaded schedule for the remainder items in process Need to work on the interface with partner labs LUSI staff is ready to baseline the project! Consistent with the 32 critical criteria as described in ANSI/EIA- 748-A Applying the existing LCLS documentation for Planning, scheduling and budgeting Accounting considerations Analysis and management reports Revisions and data management PMCS staff is from LCLS CAMS have experience with PMCS training will continue to ensure compliance with the ANSI standard Have a detailed resource loaded schedule for CD4a deliverables Detailed resource loaded schedule for the remainder items in process Need to work on the interface with partner labs LUSI staff is ready to baseline the project! Nadine Kurita LUSI DOE Review July 23, 2007 PMCS 33 End of Presentation