European Spallation Source (ESS)European Research Infrastructure Consortium (ERIC)

High Level Advisory Group

ESS Update and Meeting Goals

CERN, July 15James H. Yeck

ESS CEO & Director Generalwww.europeanspallationsource.se

Road to realizing the world’s leading facility for research using neutrons

2014Construction work starts on the site

2009Decision: ESS will be built in Lund

2025ESS construction complete

2003First European design effort of ESS completed

2012ESS Design Update phase complete

2019First neutrons on instruments

2023ESS startsuser program

ESS, Max IV and Science Village near Lund

Max IV

Science Village

Lund

ESS

E22 Highway

Sweden and Denmark: 47,5% Construction15-20% OperationsCash ~100%

Partner Countries:52,5% Construction80-85% OperationsIKC/Cash ~ 70% / 30%

Funding is cash and in-kind deliverables

ESS construction funding statusCountry Share (%) M EuroSweden 35,0 645Denmark 12,5 230Germany 11,0 203United Kingdom 10,0 184France 8,0 147Italy 6,0 111Spain 5,0 92Switzerland 3,5 65Norway 2,5 46Poland 2,0 37Hungary 1,5 28Czech Republic 0,3 5,5Estonia 0,25 4,6Netherlands, Lithuania, Latvia (to be confirmed @ ~3%)Total 97,55 1,798

€ 0

€ 100

€ 200

€ 300

€ 400

€ 500

€ 600

€ 42€ 109

€ 228

€ 382

€ 29

€ 47

€ 123

€ 127

IKC Cash

Construction cost: € 1,84 BillionIn-kind: € 750 Million

AcceleratorNSSTargetICS

65%

59%

65%

75%

€ 509 M

€ 350 M

€ 155 M

€ 71 M

ESS In-kind Goals

Preparing the ESS project

• Deliver on the Technical Design Report performance and Steering Committee commitments- 5 MW accelerator capability- Construction cost of 1,843 B€- Operations cost target of 140 M€- 22 “public” instruments

• Start w/ unconstrained resources (technically limited schedule) and develop credible project execution plans

• Comprehensive review of project baseline and execution plans

• Secure funding and resources and align schedules with the available resources

2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

ESS Program

ConventionalFacilities

Accelerator

Target

NeutronScatteringSystems

IntegratedControl Systems

Building

Commissioning

Concluding

Design

Design

Construction

CommissioningDesign & Prototyping

Procurement

Installation

Commissioning

Design

Procurement

Installation

Commissioning

Installing

Construction

Ground Break

First installations (of Machine Systems)

First Neutrons

Machine 2.0 GeV

Accelerator, Target, Aux, Office, Lab & Instr Bldngs*

570 MeV

Instrument Selection - Decision

Design

Commissioning

Construction

Design

Development

CommissioningCS Network Operational

3 Instruments ready for Comm.

Initial Operation

Installed for 2.0 GeV

16 Instr

End Of ConstructionStart Of Construction

Concept Devlopment

LicensingPreliminary Design Acccelerator Bldngs

Detailed Design Accelerator Bldngs

Earth WorksG01 Linac Tunnel

G02 Klystron BldngCryo Kompressor Bldng

Medium Beta FabricationSpoke Series Procurement

High Beta Fabrication

Installation Phase 1Installation Phase 2

Innstr 16 – Cold Comm.

Innstr 16 – Constr & Inst.

Top-Level ESS Project Schedule

1st Call for User Proposals

Swedish Environmental Court Verdict on June 12Permission to Start Construction!

Commitment to 22 instruments

1st Neutrons

2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028

3 6 6 5 4 3 2 2 2 1

3 6

9 11 15 17 19 22

Construction Budget

Expected Instruments in hot commissioning

Plans for Instruments (1-22)

Initial Operations Budget Steady-Sate Budget

Expected Instruments in Initial Science Programme

Start of Instrument Construction

Expected Instruments in Science Programme

Scheduled Neutron Production

OnOff

Regular Call for User Proposals

…..

1st Call for User Proposals

Engineering DesignConstruction of Instruments

# 1-16# 17-22 Engineering Design

Construction of Instruments

Initial Operations planning & budget

Status of activity and resource planning for transition to operations

2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 … … 2064 2065

Steady State Operations

NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN NaN 140 140 140 140 140 140 140

Initial Opera-tions + ramp-up

NaN NaN NaN NaN NaN NaN 60 90 110 130 140 140 140 NaN NaN NaN NaN NaN NaN NaN

Construction (1843 M€)

64.8 157.39

297.74130222131

7

363.16302017526

372.77211738333

268.50753209700

4

152.28184634196

1

62.486223761972

7

48.347324230690

8

38.558630527817

4

10.789105359690

2

4.9471734257183

6

1.2157244752394

2

NaN NaN NaN NaN NaN NaN NaN

25

75

125

175

225

275

325

375

Construction (1843 M€)Initial Operations + ramp-up Steady State Operations

M€

Site preparations and earth moving underway

12

ESS organization

ESS transition from ESS AB to an ERIC

• ESS member countries will submit application this summer to establish a European Research Infrastructure Consortium (ERIC) for ESS. ERIC will be in place in early 2015.

European Spallation SourceCouncil

15

Review Charge (1st Annual Review Nov 2013)

A Performance Measurement Baseline (PMB) is an integrated work plan made up of a sequence of activities which cover the complete scope, cost and schedule of a project. Once the PMB established and approved, the PMB can be used to evaluate actual cost and schedule performance to determine whether the project is meeting its planned scope, cost and schedule objectives.

16

17

Review Charge

7. Are the plans for host laboratory support functions (HR, IT, Legal, Finance, etc.)adequate to support the construction project?

No, the new ERIC framework might solve some of the problems. HR contracts for visitors and in-kind personnel need particular attention.

Procurement office and procurement procedures might require more attention. Already in 2014 ~160M will be going to procurement. An internal audit organization is necessary

1 2 3 4 5 6 7

1 slide of ~60 from November 2013 Annual Project Review Closeout

Evaluate the ESS response to the recommendations from the 1st Annual Project Review held in November 2013

Purchasing rules & transition to ERIC The ERIC will have new purchasing rules, and the StC has

set up a committee to address this Very good progress However, a committee from the StC needs to inform

itself to build an understanding of what is needed to maximally facilitate procurement through ESS for laboratories providing deliverables

The ERIC may be an opportunity wrt labour law issues, by establishing staff regulations. This may be easier to negotiate with unions for an ERIC than as exceptions for an AB

In general for the ERIC transition ESS may need an elaborate process for the transition

including an advisory body as a sounding board for the management in this process

subcommitte 7 1 slide of ~60 from May 2014 Progress Assessment

Experience from other projects:A few ingredients to success

NSLS II

Facility must be a priority of the science community!

Funding agency commitments and strong host role

Collaboration leadership enables success of others

Establish realistic goals – “Experience over hope”

Credibility through openness with transparency

Collective ownership of problems & solutions

Populate the organization with experience

Meeting goals

• Support ESS objectives to pursue the highest quality research at the lowest possible cost, providing maximum benefits to ESS member states:- Engage the best people through direct hires, segundments to Lund, or

engagement on member in-kind contributions- Realize low cost for FTE’s, hardware, services, and energy- Enable free flow of ideas and intellectual property

• Ensure that the ERIC formed for the European Spallation Source meets the objectives of the organization

• Evaluate the legal framework and the organization’s implementation plans and provide advice and recommendations

General organizational goals

• Organization is open to all ESS members including non-EU members, e.g., possibility to easily employ staff from all countries in the world

• Equal conditions (pension, tax, social security, etc.) for staff employed in Lund (SE) and data and software center in Copenhagen (DK), including flexibility to work in both places

• Staff and procurement rules benefit all member countries

• ERIC legal framework provides long-term stability and achieves many benefits of an international treaty organization

• VAT exoneration, exempt from duties, excise taxes, income tax for foreign employees, energy taxes (Swedish bid offer)

High level advisory group deliverables

• Openly share experience and advice

• Provide specific recommendations

• Short report summarizing meeting results