high-level view of 5yp 2015-2020 - triumf · 5yp: in a nutshell • 5yp 2015-2020 proposes a set of...

Canada’s national laboratory for particle and nuclear physics Laboratoire national canadien pour la recherche en physique nucléaire

et en physique des particules

High-Level View of 5YP 2015-2020Realizing the Vision

13 November 2013 | International Peer ReviewT.I. Meyer | Head, Strategic Planning & Communication | TRIUMF

Owned and operated as a joint venture by a consortium of Canadian universities via a contribution through the National Research Council Canada Propriété d’un consortium d’universités canadiennes, géré en co-entreprise à partir d’une contribution administrée par le Conseil national de recherches Canada

Accelerating Science for CanadaUn accélérateur de la démarche scientifique canadienne

Outline

• This talk will touch on the following questions with the intention of sharing the bigger picturewith the intention of sharing the bigger picture

• Subsequent talks will drill into the specifics

• What’s the context for this Five-Year Plan (5YP)?• What are the goals of 5YP 2015 2020?• What are the goals of 5YP 2015-2020?• What resources will the 5YP require?• What is ∂/∂$ (5YP)? a s ∂/∂$ (5 )• What is the outlook for TRIUMF?

13 Nov 2013 2

What is the context for this Five-Year Plan (5YP)?

13 Nov 2013 3

Context: TRIUMF is doing well

• Leading-edge science is driving growing reputation

• Attractive to top talent• From Germany, U.S., Asia, …g g p

• Awards & recognition growing (incl. university members)

• More mentions in relevant summary/review talks

y, , ,

• Program is exciting & succeeding• More reliable & more variety of summary/review talks

• Hosting key conferences, sitting on high-level reviews & panels

• Commercially-relevant

isotope beams year by year• Flagship ARIEL over halfway

completed• Noted participation in mostconversations sky-rocketing

• Output is increasing• Publications on the rise• Invited talks increasing

Noted participation in most exciting projects around the world

• Ultimate compliment: director • Invited talks increasing• New & more international students

choosing Canada and TRIUMF

poached by Fermilab

13 Nov 2013 4

Five-Year Plan 2015-2020 is about SUSTAINING & ENHANCING this trend

Context: Trend in funding is not sustainable

• TRIUMF’s success in past five years has been in the face of fiscal challengesface of fiscal challenges• Global economic circumstances in 2008-2009 led to

$222.3M for 5YP 2010-2015 core operations• Identical to 5YP 2005 2010: flat flat budget for 10 yrs• Identical to 5YP 2005-2010: flat-flat budget for 10 yrs• Additional pressure from change (again) in provincial tax

codes, power price increases, …

• Laboratory made adjustments, reduced workforce, pursued alternative funding sources, and deferredpursued alternative funding sources, and deferred activities to become “leaner and meaner”• Ultimately, TRIUMF asked more of its staff, its community,

and its university ownersand its university owners

13 Nov 2013 5

Context: TRIUMF’s research program

• TRIUMF addresses science questions from “quarks to the cosmos”quarks to the cosmos …

13 Nov 2013 6

Context: TRIUMF’s research program

• To do so, TRIUMF draws on research strengthin five fields to fulfill a vision of excellencein five fields… to fulfill a vision of excellence with impact

13 Nov 2013 7

Context: Canadian excellence

As Canada’s national laboratory for particle & nuclear physics, TRIUMF is one of the drivers of this success

8813 Nov 2013

Context: 5YP is for Canada as a whole

• Ultimately, 5YP is a proposal by the 18-member university consortium to Government about how best to use TRIUMF to advance Canadian objectivesadvance Canadian objectives

• Five-Year Plan is a product of the Canadian community• 5YP Steering Committee was 50% from outside the lab• 5YP Steering Committee was 50% from outside the lab• Consultations & feedback took place over the course of a full year

PPAC report

• TRIUMF director and Board had the final say

13 Nov 2013 9

Context: Multiple stakeholders• TRIUMF is supported by public funds from a dozen stakeholders• In broad terms, this funding comes in three flavours with distinct purposes

• Core operations• Sponsored research & activities• Augmentation and enhancements

• Core operating funds (primarily via NRC Contrib Agreement) are the essentialfoundationou dat o

CFI + Provinces (even IOF)NSERC, NRCan, WD

Collaboration AgreementsCost recovery ActivitiesCost-recovery Activities

Sponsored Research & Activities

NRC Contribution Core Operations

- Staffing

Commercial Revenues

Agreement

13 Nov 2013 10

Staffing- Maintenance & repairs- Basic infrastructure- Utilities

Note: Not to scale

Enhancements,New Initiatives,Contingency

What are the goals of 5YP 2015-2020 and how will we

achieve them?achieve them?

13 Nov 2013 11

5YP: In a nutshell

• 5YP 2015-2020 proposes a set of 8 goals …

Vision: TRIUMF will continue to advance Canada’s impact in particle and nuclear physics and build upon its already significant world-wide reputation for top-level science and innovation.

Goal 1: Be at the global forefronts of rare-isotope beam science.

Goal 2: Complete ARIEL and tap its unique capabilities for isotope production.

Goal 3: Pursue promising discoveries in next generation of global particle-physics experiments.

Goal 4: Convert the progress and potential of nuclear medicine into a regional centre of excellence.

Goal 5: Expand international use of TRIUMF’s particle probes for materials characterization. p p p

Goal 6: Expand Canada’s position as a world leader in accelerator science and technology.

Goal 7: Work with AAPS to identify, apply, and deliver technologies that address market needs.

13 Nov 2013 12

Goal 8: Renew key infrastructure & capabilities to retain top talent (and secure the next 40 years!).

5YP: In a nutshell

• … that can be achieved with these activities …• Fundamental research

probing innermost secrets (e.g., particle physics)ISAC + ARIEL p y )

• Using isotopes as a laboratory for basic science and as a tool toscience and as a tool to explore other systems (e.g., nuclear physics, nuclear medicine)

ATLAS

EDMs

PET foroncology

• Developing accelerators and applying particle beams to other systems (e g materials science

SRF

13 Nov 2013 13

(e.g., materials science, accelerator physics)

SR

5YP: In a nutshell

• … that will continue & enhance these outputs…2015-20202015-2020

13 Nov 2013 1404 Oct 2013

5YP: In a nutshell

• … that will continue & enhance these outputs…2015-20202015-2020

13 Nov 2013 1504 Oct 2013

5YP: In a nutshell

• … and would require this set of resources:

• CFI + Provinces (ARIEL-II): $32.4M• NSERC (subatomic physics): $32.2M• CFI IOF: $4.9M -------------------------------------------------------

C $

Sponsored Research & Activities

• Collaboration Agreements: $12.6M• Advances & Reimbursement: $27.0M

Commercial Revenues:NRC Contribution

Core Operations- Staffing- Maintenance & repairs- Basic operating costs Enhancements,

New Initiatives

Revenues: ~$1.4M/yrAgreement: $290M

13 Nov 2013 16

New Initiatives,Contingency

Goal 1: Forefronts of rare-isotope science

• Leading-edge isotope production @ TRIUMF• ISAC has the highest beam power in the world• ARIEL will provide multiple, simultaneous beams• Unparalleled suite of detector systems on site

• TRIUMF will have global advantage: isotopes• TRIUMF will have global advantage: isotopes from electrons AND protons for MULTIPLE users at a time

• Exploit these capabilities for compelling science• Fundamental symmetries: “Long” beam times• Nuclear astrophysics: neutron-rich isotopes

N l t t i t b• Nuclear structure: intense, pure beams

13 Nov 2013 17

Talk: Kruecken

Goal 2: From ARIEL completion to science

• Advanced Rare IsotopE Laboratory (ARIEL) is TRIUMF’s flagship• Innovative accelerator & isotope-production technologiesp p g• Dramatically expand TRIUMF’s productivity with 3 simultaneous isotope beams• ARIEL-I funded in 2010 ($63M)• Building just completed ; e-linac accelerator complete Sep2014

• Phased approach for completing ARIEL over next 5YP ($32.4M)• Interweave development, deployment, and science• Leverage early investments (CFI, Saint Mary’s; VECC/India)

Fi t i i FY2017 i i i FY2018• First science in FY2017; unique science in FY2018• International window of opportunity: ARIEL can “seize the pole position” while

other facilities are in maintenance or upgrade mode around the world

Talk: Merminga

Talk: Dilling

13 Nov 2013 18Proton beamline

Goal 3: Breakthroughs via particle physics

• Targeted involvement in global projects has paid off

S• ATLAS, ALPHA, T2K, …

• TRIUMF contributed machine, detector, and physics expertise

• Each experiment has ambitions to build on success with a new phase of precision & discovery

• New: Canada & Japan pursuing ultra-cold neutrons• Equipment & resources from Japan• Space, beam, and tech & eng talent from

Canada (CFI; Winnipeg, Manitoba)• Joint intellectual leadership of the project

13 Nov 2013 19

Talk: Kruecken

Talk: McPherson

Talk: Fujiwara

Talk: Picker

Goal 4: Nuclear medicine centre of excellence

• Nuclear Medicine elevated in 2008 to a Division at TRIUMF• Flood of activity and progress• Expansion of neurology research w/PPRC (e.g. Alzheimer’s, traumatic brain injury)Expansion of neurology research w/PPRC (e.g. Alzheimer s, traumatic brain injury)• Full fledged partnership with BC Cancer Agency in PET for oncology• Cooperative R&D grant with Nordion, Inc. to build common research space• National leadership in preparing alternative technology for producing Tc-99m isotope

• To consolidate gains & create a platform for growth…• TRIUMF presently operates Canada’s two oldest medical cyclotrons!• Need a modern, high-performance medical cyclotron• Opportunity to drive research and commercial opportunities

• Critical objectives of 5YP 2015-2020• Provide a physical headquarters to enhance collaboration and synergies among these

diverse partners Institute for Accelerator based Medical Isotopes (IAMI)• Institute for Accelerator-based Medical Isotopes (IAMI)

• Develop the “Isotope Valley” brand

13 Nov 2013 20

Talk: Schaffer

13 Nov 2013 21

Goal 5: Expand use of particle probes

• TRIUMF hosts the Centre for Molecular & Materials Science user facilityScience user facility• Provides “particle probes” (e.g., polarized muons, Li-8 isotopes)

to examine structure & dynamics of materials (esp. magnetism)

N biliti b i il bl• New capabilities becoming available• M20 beamline (CFI; SFU)• ARIEL will provide substantially more Li-8 beam time

T lk Ki flTalk: Kiefl

Talk: McKenzie

13 Nov 2013 22

Goal 6: Among the leaders in accelerators

• Expanding operational expertise into pioneering research & development competenciesp p• Cyclotron physics & engineering• Superconducting radio-frequency acceleration• High-power targets and ion sourcesg p g

• Expand accelerator physics education & training from courses at UBC & UVic to Ph.D. program• Two students (Storey Grassellino) already• Two students (Storey, Grassellino) already

recognized with prestigious awards13 Nov 2013 23Talk: Merminga

Goal 7: With AAPS, take tech. to market

• Driving Canadian innovation & industrial partnerships is part of TRIUMF mission---and NRC funding agreementof TRIUMF mission and NRC funding agreement• Isotope production w/Nordion, Inc. (NSERC Synergy Award 2004)• Ion-source license with D-Pace, Inc. (NSERC Synergy Award 2007)

• With creation of AAPS, Inc. new successes on the horizon

• Key activity in 5YP is building horizon-scanning capability and product-development skill set

13 Nov 2013 24Talk: Hanlon [3]

Goal 8: Renewal

• Underlying all these goals…

• … is a 40-year old complex of aging infrastructure• Case in point: cyclotron main magnet power supplyp y g p pp y• Addressing deferred repairs and even some preventive

maintenance is priority of this 5YP

• … is a skilled workforce • 5YP outlines a program of work that would transition 35 FTEs

f “d i & b ild” t “ t & d i ”from “design & build” to “operate & do science”• 5YP proposes economic adjustments to improve likelihood of

attracting and retaining staff

13 Nov 2013 25

Talk: Chen

Talk: Dawson

What resources would the 5YP require?

13 Nov 2013 26

Resources: Core operations

• 5YP 2015-2020 seeks primary support for core operations via NRC Contribution Agreement to achieveoperations via NRC Contribution Agreement to achieve all goals

Category Budget ($M)

Operating costs (full program scope)(e.g., utilities, M&S, routine maintenance)

$ 84.2

Strategic initiatives $ 9.1(e.g., ATLAS Tier-1, UCN, internat’l, IAMI ops, industrial

engagement)Infrastructure renewal

(e.g., site power, main cyclotron, roof, BL1A, work space,$ 14.7

(e.g., site power, main cyclotron, roof, BL1A, work space,ISAC refurbishment

Personnel (full program scope)(incl. up to 2% p.a. economic adjustment, labour to complete ARIEL)

$182.0

13 Nov 2013 27

TOTAL (NRC Contrib. Agreement) $290.0 M

Resources: Sponsored activities

• Goals of 5YP 2015-2020 rely on four critical, competitively awarded sources of sponsored-research p y psupport

• ARIEL Completion (ARIEL-II): CFI + provinces – $32.4M• IAMI: WD Canada + BC province – $5.5M• Subatomic physics research: NSERC – $30M• Centre for Molecular & Materials Science: NSERC – $2.2M

• Particle-physics detector projects: CFI + provinces – >$20M

• TRIUMF will also continue collaborations and partnerships at a similar level (e.g., operating Nordion cyclotrons)y )

13 Nov 2013 28

Resources: Commercial revenues

• TRIUMF generates modest commercial revenues each year from license activities, irradiation services, and isotope production

• These funds are variable & valuable• e.g., Downstream mfg voluntary recall on isotope product in 2011 reduced

TRIUMF Sr-82 revenues by $0.5M/year

• In general, comm. rev. is used to secure basic operations• Contribute to decommissioning set-aside• Hire temporary staff to meet key milestones• Hire temporary staff to meet key milestones• Advance procurements or accelerate work orders• Cover contingency and escalation

• In 5YP 2015-2020:• AAPS, Inc. will focus first on self-sufficiency (no returns to TRIUMF expected)• Key priority for TRIUMF comm. rev. is infrastructure renewal and ARIEL-II

13 Nov 2013 29

Resources: Context (NRC Contrib.)

$70.0

5YP 2010-2015 ($222M) 5YP 2015-20205YP 2005-2010 ($222M)

$60.0

ns)

$40.0

$50.0

on ($

Mill

ion

$30.0

Con

trib

utio

Actual (2006-2015)

$10.0

$20.0

NR

C C

13 Nov 2013 30

$-2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

Time (Fiscal Year, Ending)

$70.0

5YP 2005-2010 ($222M) 5YP 2010-2015 ($222M) 5YP 2015-2020

$60.0

ons)

$40.0

$50.0

on ($

Mill

io

$20 0

$30.0

Con

trib

uti

Actual (2006-2015)

Inflation Adj (Actual 2006 fwd)

$10.0

$20.0

NR

C Inflation Adj (Actual 2006 fwd)

13 Nov 2013 31

$-2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020


Resources: Context

$70.0

5YP 2005-2010 ($222M) 5YP 2010-2015 ($222M) 5YP 2015-2020 ($290M)

$60.0

ons)

$40.0

$50.0

on ($

Mill

io

$20 0

$30.0

Con

trib

uti

Actual (2006-2015)

Inflation Adj (Actual 2006 fwd)

$10.0

$20.0

NR

C Inflation Adj (Actual 2006 fwd)

Proposed (2015-2020)

13 Nov 2013 32

$-2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020


Resources: Complete pictureTalk: Chen

• At a high level, 5YP 2015-2020 request is driven by expanded operational scope explicit accounting forexpanded operational scope, explicit accounting for economic adjustments, and modest strategic initiatives

Category 2005-2010

2010-2015*

2015-2020*2010 2015* 2020*

NRC Contrib. Agreement $222.3M $222.3M $290.0MCFI & Provincial Matches $9.3M $67.2M $32.0

rch

NSERC $28.9M $32.1M $32.2MOther Government $0.9M $4.5M $6.0MAdvances & Reimb $23 2M $28 6M $27 0Mns

ored

Res

ear

& A

ctiv

ities

Advances & Reimb $23.2M $28.6M $27.0MCollaborations $8.3M $12.0M $12.6MOther $3.2M $6.5M $7.0MC $ $ $

Spon

13 Nov 2013 33

Comm. Revenues $10.2M $8.9M $9.2MTOTAL $306M $382M $416M

*projected as of Nov 2013

What is ∂/∂$ (5YP)?

13 Nov 2013 34

Scenarios

• The final implementation of 5YP 2015-2020 will depend on a combination of investment decisions• Scenarios allow us to highlight commitments & key trade-offs• The preferred strategy is called Scenario A: seize timely

opportunities, develop capabilities – exploit advantages

• Being realistic, TRIUMF examined two other budget scenarios• Scenario B: Maintain present program scope, abandon some

t iti & k i thopportunities & make compromises: no growth• Scenario C: Reduce program scope, reduce capability: shrink

according to strict priorities

• In large part, these scenarios are indexed by the level of the NRC Contribution Agreement funds• ∂ /∂(NRC$) is the largest Foundation for everything else• ∂ /∂(NRC$) is the largest…Foundation for everything else

13 Nov 2013 35

Scenarios: Concentrate on priorities

• Goals 1, 2, 3 are highest priority (“subatomic physics”)• Long-term future of Canada’s reputation and relevance in subatomic physics

f S Cdepends on realizing science from ARIEL and participating in ATLAS at CERN• Under budget stress, focus on these priorities first• ARIEL completion and ARIEL operations will be a demand on workforce• Fulfilling on ATLAS Tier-1 Data Centre operations commitment as “high Fulfilling on ATLAS Tier-1 Data Centre operations commitment as high

leverage ticket to entry” at CERN

• Goal 8 must be addressed, to some degree, under any scenario• Infrastructure renewal is key to maintaining operability (“staying in business”)• Use relative risks and impacts to set priorities• Under budget pressure, move from “preemptive” to “reactive” strategy• Priority for comm. rev. spending• Stagnating purchasing power must be addressed, both for salary budget & ops • Factoring in adjustments at some level is a priority (even if only thru comm rev)• Factoring in adjustments at some level is a priority (even if only thru comm rev)

13 Nov 2013 36

Scenarios: Overview

• TRIUMF’s ability to fulfill on the 5YP 2015-2020 goals is impacted by different funding scenarios

Goals A B C

G1: Isotope scienceG2 ARIEL l tiG2: ARIEL completion

G3: Global part. phys.

G4: IAMIG5: Particle probesG5: Particle probesG6: Accel. leadership

G7: Innov & indust. p’shipsG8: Infra. Renewal*

• The scenarios presented here are based on NRC Contrib levels; to the extent available (up to $7M), comm rev would be used as a

G8: Infra. Renewal

( p $ ),mitigating strategy

13 Nov 2013 37

Scenario A: Build on the momentum

• Supports Canada’s continued position as an international leader in particle physics and rare-isotope science and p p y pcreates foundation for the nuclear-medicine program

• Revitalizes infrastructure and maintains competitive, highly skilled workforceskilled workforce

• Enhances “triple impact” of TRIUMF (discoveries, people, economy) across the university-research enterprise

Priority Area Investment Level (via NRC Contrib )

ARIEL Completion (labour to design, build, operate) (optimal engineering pace)p ( g , , p ) ( p g g p )

Skilled Personnel $182.0M

Core Operations (e.g., cyclotron + ISAC + e-linac + ARIEL) $84.2M

S i I i i i (T1 UCN IAMI Gl b l h ) $9 1M

13 Nov 2013 38

Strategic Initiatives (T1, UCN, IAMI, Global part. phys. expts) $9.1M

Infrastructure Refurbishment $14.7M

TOTAL (NRC Contrib Agreement) $290.0M

Scenario B: Lose some momentum

• RETAIN: ARIEL completion, ATLAS Tier-1 Centre, UCN, workforce• REDUCE: ops, partnerships, infrastructure investments• IMPACTS

• Increased operating risks (cyc, rare-isotope science, materials science)• Less research & business exploitation of nucl medicine

W/o infrastructure upgrades exploitation of ARIEL beams reduced• W/o infrastructure upgrades, exploitation of ARIEL beams reduced• Canada: fewer students, fewer industrial partnerships, erosion of leading-

edge position


ARIEL Completion (labour to design, build, operate) (optimal engineering pace)p ( g , , p ) ( p g g p )



S i I i i i (T1 UCN IAMI Gl b l h ) $3 6M

13 Nov 2013 39

Strategic Initiatives (T1, UCN, IAMI, Global part. phys. expts) $3.6M

Infrastructure Refurbishment $7.0M


Scenario C: Stop the momentum

• Equiv to 15 years w/o economic adjustments while expanding operational scope• RETAIN: subatomic physics -- some level of ARIEL completion, some level of existing

facility operations some level of ATLAS involvementfacility operations, some level of ATLAS involvement• REDUCE: Another round of staff reductions (-36 FTEs), disrupt nucl medicine & materials

science, dramatically reduce student programs, withdraw international commitments, abandon univ-based initiatives, defer large-scale maintenance (again) and accept greater risk of key-component failuresy p

• IMPACTS• Sacrifice pole position in RIBs & Canadian leadership in international particle physics• Canada: 50% fewer students, abandon business-led tech. dev. projects w/AAPS


ARIEL Completion (labour to design, build, operate) (descope and rephase)p ( g , , p ) ( p p )



S i I i i i (T1 UCN IAMI Gl b l h )

13 Nov 2013 40

Strategic Initiatives (T1, UCN, IAMI, Global part. phys. expts) --

Infrastructure Refurbishment --


Scenarios: Recap

• With 5YP 2010-2015, TRIUMF built real momentum• Scenario A fulfills all goals keeps the momentumg p• Scenario B compromises several goals loses some momentum• Scenario C compromises all goals stops the momentum

Goals A B C

G1: Isotope scienceG2: ARIEL completion

G3: Global part. phys.

G4: IAMIG5: Particle probes

G6: Accel. leadership

G7: Innov & indust. p’shipsG8 I f l

13 Nov 2013 41

G8: Infra. renewal

Outlook

13 Nov 2013 42

Outlook• Five-Year Plan 2015-2020 will sustain TRIUMF’s success and

enhance Canada’s leadership in particle and nuclear physicsS l tf f l di i• Secure a platform for nuclear medicine

• Expand Canada’s position as a leader in accelerator S&T

• TRIUMF would deliver tremendous value for Canada• Advancing knowledge: Enhanced Canadian leadership in subatomic

h i d ti i ti i th t d d ’ t t di iphysics and participation in the next decade’s greatest discoveries• Creating next generation of leaders: Cutting-edge direct research

experiences for students and informal science education for broader public and New levels of partnership and team-buildingpublic and New levels of partnership and team building

• Driving societal & economic growth: Tap “from research excellence to business relevance”

13 Nov 2013 43

Summary

• TRIUMF has built real momentum with 5YP 2010 2015 and this next 5YP will fully realize the2010-2015 and this next 5YP will fully realize the decadal vision

• Builds on NRC stewardship• Exploits Canadian talent and expertise forExploits Canadian talent and expertise for

breakthrough research and innovation• Canada will continue to shine globally

13 Nov 2013 44

high-level view of 5yp 2015-2020 - triumf · 5yp: in a nutshell • 5yp 2015-2020 proposes a set of...

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