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OCR for page 47
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APPENDIX B 47
Appendix B
SITE VISITS, MEETINGS, AND INTERVIEWS
In the development of this report, various presentations were made to the Principal Investigator and
National Research Council staff on DOE policy and practices related to the acquisition of fixed assets and
environmental restoration. Telephone and personal interviews were also conducted with personnel at field
offices, DOE Headquarters, and other organizations to gather information relevant to the study.
November 4, 1997
Discussions with HQ DOE staff
Richard Little, National Research Council
Tony Tavares, Office of Project and Fixed Asset Management
Topic: Background and origin of study
November 7, 1997
Discussions with HQ DOE staff
Richard Little, National Research Council
Frank Peters, Associate Deputy Secretary for Field Management; Michael Telson, Chief Financial Officer
Topic: Commitment of DOE and the Office of Field Management to the study
November 13, 1997
Discussion with House Appropriations Committee for Water and Energy staff
Lloyd Duscha, Principal Investigator
Richard Little, National Research Council
Staff of the Energy and Water Subcommittee, House Appropriations Committee
Topic: Background and congressional intent of the language in H.R. 105-271
November 20, 1997
Telephone interview with Patricia Dehmer, Office of Basic Energy Sciences, DOE
Mike Greene, National Research Council
Topic: External reviews in energy research
use the print version of this publication as the authoritative version for attribution.
OCR for page 48
About this PDF file: This new digital representation of the original work has been recomposed from XML files created from the original paper book, not from the original typesetting files. Page breaks are true
to the original; line lengths, word breaks, heading styles, and other typesetting-specific formatting, however, cannot be retained, and some typographic errors may have been accidentally inserted. Please
APPENDIX B 48
November 20, 1997
Telephone interview with Jim Roberto, Oak Ridge National Laboratory
Mike Greene, National Research Council
Topic: External reviews in energy research
November 21, 1997
Telephone interview with Jack Rush, National Institute of Standards and Technology
Mike Greene, National Research Council
Topic: External reviews at DOE
November 21, 1997
Telephone interview with Tom Russell, University of Massachusetts
Mike Greene, National Research Council
Topic: External review of Spallation Neutron Source program
November 21, 1997
Discussion with HQ DOE staff
Lloyd Duscha, Principal Investigator
Michael Greene and John Walewski, National Research Council,
Tony Tavares, Office of Project and Fixed Asset Management, DOE
Don Smith, Office of the Chief Financial Officer, DOE
Topic: Role of the Office of Field Management in project development, review and management,
independent assessment, budgetary involvement, and financial oversight
November 21, 1997
Phone interview with reference to DOE Energy Research program
Mike Greene, National Research Council
Don Lehman, Construction Management Department, DOE
Topic: Procedures for developing baselines, validating cost estimates, technical cost schedule, scheduling
reviews and oversight of construction projects in the Energy Research area
November 24, 1997
Phone interview with DOE staff
Mike Greene, National Research Council
David Moncton, Head Advanced Photon Source, Argonne National Laboratory
Topic: Review process and procedures for a major system acquisition at Argonne
National Laboratory
use the print version of this publication as the authoritative version for attribution.
OCR for page 49
About this PDF file: This new digital representation of the original work has been recomposed from XML files created from the original paper book, not from the original typesetting files. Page breaks are true
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APPENDIX B 49
November 25, 1997
Discussions with HQ DOE staff
Lloyd Duscha, Principal Investigator
Michael Greene, National Research Council
Richard Little, National Research Council
Mike Telson, Chief Financial Officer, Frank Peters, Associate Deputy Secretary for Field Management.
Tony Tavares, Office of Project and Fixed Asset Management, DOE
Topic: Perception of causative factors for problems encountered, corrective procedures being implemented,
operational philosophy, and the organizational culture
November 25, 1997
Discussion with General Accounting Office Staff
Lloyd Duscha, Principal Investigator
Michael Greene, Richard Little, National Research Council
Victor Rezendes, Farrell Fenzel, GAO
Topic: GAO audits of DOE, findings and perceived causes of the problems
December 3, 1997
Telephone interview with Roy Cutler, International Isotopes, Inc.
Mike Greene, National Research Council
Topic: His role in external review of National Spallation Neutron Source
December 15, 1997
Site visit and discussions at Hanford
Lloyd Duscha, Principal Investigator
Michael Greene, National Research Council
Topic: Field inspection of major environmental remediation and waste management programs and plans for
future projects; briefings and discussions of the processes and reviews involved in establishing an integrated
baseline and the need to adjust this baseline as experience and definition are gained in resolving complex problems
December 16, 1997
Site visit and discussions at Albuquerque Operations Office, DOE
Michael Greene, National Research Council
Bruce Elsner, DOE
Topic: Management of projects at Albuquerque; issues related to projects at Sandia and Los Alamos;
relations between regional offices and headquarters; effective use of external review
use the print version of this publication as the authoritative version for attribution.
OCR for page 50
About this PDF file: This new digital representation of the original work has been recomposed from XML files created from the original paper book, not from the original typesetting files. Page breaks are true
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APPENDIX B 50
December 17, 1997
Site visit and discussions at Chicago Operations Office, DOE
Lloyd Duscha, Principal Investigator
Bob Wunderlich, Frank Gorup, George Paliulionis, Drew Gabel, Chicago Operations Office, DOE
Topic: Argonne area office overall project management and assessment processes over a range of projects,
with a focus on front-end project definition, conceptual design reviews, development of cost estimates,
establishment of baselines, review procedures, and conformance with the Life Cycle Asset Management Order
December 17, 1997
Site visit and discussions with staff of Los Alamos National Laboratory
Michael Greene, National Research Council
Topic: project management, reviews, and approvals at Los Alamos; effective use of external review
December 17, 1997
Site visit and discussions with staff at Sandia National Laboratory
Michael Greene, National Research Council
Topic: project management, reviews, and approvals at Sandia; effective use of external review
December 17, 1997
Site visit and discussions at Savannah River Site
Richard Little, National Research Council
John Phillips, DOE; G.W. Stanley, A.C. Kelley, Bechtel Savannah River
Topic: Savannah River Project Management System Overview; overview of current and planned Savannah
River Site projects; overview of Project Operations Office
December 18, 1997
Site visit and discussions at Oak Ridge Operation Office
Richard Little, National Research Council
Richard Anders, Dennis Boggs, Ron Ogelsby, DOE
Topic: Project management at Oak Ridge; Oak Ridge waste privatization projects; overall project mix
December 22, 1997
Discussion with Headquarters DOE staff
Lloyd Duscha, Principal Investigator
Richard Little, National Research Council
Topic: Impressions from site visits; clarification of procedural points with respect to budgets and the
approval process
use the print version of this publication as the authoritative version for attribution.
Representative terms from entire chapter:
project management