Weapons of Mass Destruction (WMD)

Text of Printed Hearing
The Committee on Energy and Commerce
W.J. "Billy" Tauzin, Chairman

Review of the University of California's Management Contract for Los Alamos National Laboratory
Subcommittee on Oversight and Investigations
May 1, 2003
09:30 AM
2123 Rayburn House Office Building


<DOC>
[108th Congress House Hearings]
[From the U.S. Government Printing Office via GPO Access]
[DOCID: f:87736.wais]
 REVIEW OF THE UNIVERSITY OF CALIFORNIA'S MANAGEMENT CONTRACT FOR LOS 
                       ALAMOS NATIONAL LABORATORY
=======================================================================
                                HEARING
                               before the
                            SUBCOMMITTEE ON
                      OVERSIGHT AND INVESTIGATIONS
                                 of the
                    COMMITTEE ON ENERGY AND COMMERCE
                        HOUSE OF REPRESENTATIVES
                      ONE HUNDRED EIGHTH CONGRESS
                             FIRST SESSION
                               __________
                              MAY 1, 2003
                               __________
                           Serial No. 108-14
                               __________
       Printed for the use of the Committee on Energy and Commerce
 Available via the World Wide Web: http://www.access.gpo.gov/congress/
                                 house
                               __________
____________________________________________________________________________
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                    COMMITTEE ON ENERGY AND COMMERCE
               W.J. ``BILLY'' TAUZIN, Louisiana, Chairman
MICHAEL BILIRAKIS, Florida           JOHN D. DINGELL, Michigan
JOE BARTON, Texas                      Ranking Member
FRED UPTON, Michigan                 HENRY A. WAXMAN, California
CLIFF STEARNS, Florida               EDWARD J. MARKEY, Massachusetts
PAUL E. GILLMOR, Ohio                RALPH M. HALL, Texas
JAMES C. GREENWOOD, Pennsylvania     RICK BOUCHER, Virginia
CHRISTOPHER COX, California          EDOLPHUS TOWNS, New York
NATHAN DEAL, Georgia                 FRANK PALLONE, Jr., New Jersey
RICHARD BURR, North Carolina         SHERROD BROWN, Ohio
  Vice Chairman                      BART GORDON, Tennessee
ED WHITFIELD, Kentucky               PETER DEUTSCH, Florida
CHARLIE NORWOOD, Georgia             BOBBY L. RUSH, Illinois
BARBARA CUBIN, Wyoming               ANNA G. ESHOO, California
JOHN SHIMKUS, Illinois               BART STUPAK, Michigan
HEATHER WILSON, New Mexico           ELIOT L. ENGEL, New York
JOHN B. SHADEGG, Arizona             ALBERT R. WYNN, Maryland
CHARLES W. ``CHIP'' PICKERING,       GENE GREEN, Texas
Mississippi                          KAREN McCARTHY, Missouri
VITO FOSSELLA, New York              TED STRICKLAND, Ohio
ROY BLUNT, Missouri                  DIANA DeGETTE, Colorado
STEVE BUYER, Indiana                 LOIS CAPPS, California
GEORGE RADANOVICH, California        MICHAEL F. DOYLE, Pennsylvania
CHARLES F. BASS, New Hampshire       CHRISTOPHER JOHN, Louisiana
JOSEPH R. PITTS, Pennsylvania        TOM ALLEN, Maine
MARY BONO, California                JIM DAVIS, Florida
GREG WALDEN, Oregon                  JAN SCHAKOWSKY, Illinois
LEE TERRY, Nebraska                  HILDA L. SOLIS, California
ERNIE FLETCHER, Kentucky
MIKE FERGUSON, New Jersey
MIKE ROGERS, Michigan
DARRELL E. ISSA, California
C.L. ``BUTCH'' OTTER, Idaho
                   Dan R. Brouillette, Staff Director
                   James D. Barnette, General Counsel
      Reid P.F. Stuntz, Minority Staff Director and Chief Counsel
                                 ______
              Subcommittee on Oversight and Investigations
               JAMES C. GREENWOOD, Pennsylvania, Chairman
MICHAEL BILIRAKIS, Florida           PETER DEUTSCH, Florida
CLIFF STEARNS, Florida                 Ranking Member
RICHARD BURR, North Carolina         DIANA DeGETTE, Colorado
CHARLES F. BASS, New Hampshire       JIM DAVIS, Florida
GREG WALDEN, Oregon                  JAN SCHAKOWSKY, Illinois
  Vice Chairman                      HENRY A. WAXMAN, California
MIKE FERGUSON, New Jersey            BOBBY L. RUSH, Illinois
MIKE ROGERS, Michigan                JOHN D. DINGELL, Michigan,
W.J. ``BILLY'' TAUZIN, Louisiana       (Ex Officio)
  (Ex Officio)
                                  (ii)
                            C O N T E N T S
                               __________
                                                                   Page
Testimony of:
    Atkinson, Richard C., President, University of California....    60
    Brooks, Hon. Linton F., Under Secretary for Nuclear Security 
      and Acting Administrator for Nuclear Security, National 
      Nuclear Security Administration, U.S. Department of Energy.     9
    Darling, Bruce B., Senior Vice President, University Affairs, 
      Interim Vice President for Laboratory Management, 
      University of California; Accompanied by Anne Broome, Vice 
      President for Financial Management, University of 
      California; and Patrick Reed, University Auditor, 
      University of California...................................    64
    Friedman, Gregory H., Inspector General, U.S. Department of 
      Energy.....................................................    43
    McSlarrow, Hon. Kyle E., Deputy Secretary of Energy, U.S. 
      Department of Energy.......................................     8
                                 (iii)
 
 REVIEW OF THE UNIVERSITY OF CALIFORNIA'S MANAGEMENT CONTRACT FOR LOS 
                       ALAMOS NATIONAL LABORATORY
                              ----------                              
                         THURSDAY, MAY 1, 2003
                  House of Representatives,
                  Committee on Energy and Commerce,
              Subcommittee on Oversight and Investigations,
                                                    Washington, DC.
    The subcommittee met, pursuant to notice, at 9:40 a.m., in 
room 2123, Rayburn House Office Building, Hon. James C. 
Greenwood (chairman) presiding.
    Members present: Representatives Greenwood, Walden, Tauzin 
(ex officio), Deutsch, and Schakowsky.
    Also present: Representatives Radanovich, Markey, Eshoo, 
Stupak, and Udall.
    Staff present: Ann Washington, majority counsel; Michael 
Geffroy, majority counsel; Yong Choe, legislative clerk; and 
Edith Holleman, minority counsel.
    Mr. Greenwood. Good morning. This hearing of the Oversight 
and Investigations Subcommittee of the House Energy and 
Commerce Committee will come to order. We welcome our witnesses 
and our guests, and the Chair recognizes himself for the 
purpose of an opening statement.
    The subcommittee meets today for the third time this year 
to hear testimony related to the management situation at Los 
Alamos National Laboratory. Currently operated by the 
University of California, the lab is one of the Nation's 
premiere research facilities on matters critical to our safety 
and security. Yet, as we have learned in the course of our 
investigation, the lab has also been a premiere site of serious 
property mismanagement and even theft.
    Our February and March hearings concentrated on concerns 
raised by current and former lab employees about lab 
procurement and property management systems. I believe the 
issues identified at those hearings as well as the continued 
diligence of this committee prompted the unprecedented 
Department of Energy announcement yesterday that forms the 
backdrop to this hearing. The DOE announced its decision to put 
the Los Alamos contract up for competition for the first time 
in the lab's 60-year history. This decision is long overdue and 
one that members of this committee on a bipartisan basis have 
been calling for for many years.
    The University of California has operated Los Alamos under 
contract with DOE since 1943. At no time during its long reign 
as operator of the facility has UC ever been faced with the 
possibility of having to compete for this privilege. Given the 
length of time UC operated without the threat of competition, 
it appears that it has been lulled into a state of 
irresponsible complacency.
    Let me add that progress has been made to improve the 
situation. The university has become much more involved in the 
daily operations of the lab in the past 6 months, and I am 
pleased with some of its efforts to get lab management back on 
track by replacing much of the senior staff, but it remains to 
be seen if those efforts will effect any meaningful change at 
the lab.
    We heard at our last hearing from Joe Salgado, the former 
principal deputy director of the lab, who said that Federal 
money was treated like monopoly money, which is hardly a 
description of the kind of fiduciary responsibility expected 
and required of DOE contractors.
    The lab argues that the amount of identified abuse of 
Federal money is just a drop in the bucket when compared to the 
lab's budget as a whole, and that perhaps is why the abuses 
have not garnered the required attention. I appreciate the 
point, but this multibillion dollar facility is operated on 
taxpayers' money, and as a steward of that money for the 
American public I am not comfortable with that explanation. As 
I have said before, when this same lab is responsible for 
safeguarding not only taxpayer money but the Nation's most 
sensitive nuclear secrets there is little room for error.
    So I salute the Department's decision to compete this 
contract, to identify the best administrator for the lab. These 
are steps that the prior administration and prior secretaries 
have been too afraid to take, even in the face of repeated 
scandal and repeated promises of reform. In the testimony today 
we will hear from both the Department and the university on 
factors associated with this decision and exactly what will be 
sought in the competitive process.
    On our first panel we will hear from Deputy Secretary of 
Energy Kyle McSlarrow and Ambassador Linton Brooks of the 
National Nuclear Security Administration. These gentlemen have 
been involved in the decision to compete the contract, and they 
will explain their rationale for their decision. I look forward 
to their testimony and to learning how DOE will improve its own 
oversight of UC or its successor.
    Next we will hear from the DOE Inspector General, the 
Honorable Greg Friedman. Inspector General Friedman's office 
has audited various aspects of Los Alamos management, ranging 
from nuclear safety to procurement problems. Recently, his 
office released an audit questioning over $14 million in costs 
charged by the lab to DOE and controls on classified and 
unclassified computers. I am particularly interested in his 
views regarding what standards the Department should set when 
competing this contract.
    Finally, we are joined by a panel of senior officials from 
the University of California: current University President Dr. 
Richard Atkinson; Vice President for Financial Management Ms. 
Anne Broome; University Auditor Mr. Patrick Reed; and, 
reappearing for the third time before us in this investigation, 
Mr. Bruce Darling, Interim Vice President for Laboratory 
Management.
    The university faces some tough questions if it intends to 
put itself in the competition for the LANO contract. What would 
UC do to banish what appears to be a lax attitude within the 
current lab culture? I trust our witnesses today will be able 
to shed some light on these and similar areas of inquiry. Let 
me thank all of the witnesses for attending this very important 
hearing today.
    I now recognize the ranking member, Mr. Deutsch, for his 
opening statement.
    Mr. Deutsch. Thank you, Mr. Chairman.
    This is a historic occasion, one that I know Mr. Dingell 
has looked forward to for many years. He apologizes for not 
being here but will submit a statement for the record.
    For 60 years the Department of Energy's contract to operate 
the Los Alamos National Laboratory has been awarded to the 
University of California without any competition to see if 
another entity could better run the lab. Despite numerous 
congressional and other investigations over the years that have 
found serious security, safety environmental management 
problems at the laboratory, there has not been a single attempt 
by the Federal Government to compete that contract until now. 
It is my hope that these hearings will ultimately result in 
finding the best contract to carefully use the taxpayer's money 
and run a laboratory that produces excellent science while 
being run like a business.
    Like all institutions which are seldom challenged about how 
they operate, the university and the laboratory's management 
became arrogant and defiant over the years. When problems were 
uncovered, they made promises to Congress and others about how 
they were going to fix them, promises that the university took 
few steps to fulfill, that the Department of Energy did not 
enforce.
    Whistleblowers who tried to bring problems to management 
attention were punished and, even if they won decisions, 
finding retaliation, establishing remedies, were hounded by the 
university's full legal forces until many of them were ruined 
financially and emotionally. Some had been employees for 
decades. One person who contacted us recently managed to keep 
his job but had been without a work assignment for 7 years.
    What happened most recently to Glen Wobb and Steven Dorn, 
two former police officers who were hired to professionalize 
criminal and security investigations and then fired when they 
actually attempted to do so, is only the most recent example in 
a long chain of unsuitable behavior by the university and the 
laboratory.
    Three years ago, UC promised to fix their security 
management weaknesses. One of those commitments was to 
implement best business practices. Yet today the Inspector 
General of the Department of Energy will testify he does not 
believe that Los Alamos can provide adequate assurances that 
classified, sensitive or proprietary information is 
appropriately protected because of poor controls over laptop 
computers containing classified information.
    In the committee's own investigation we have found missing 
hard drives and other classified electronic media for which 
there are no acceptable explanations. In addition, the entire 
business financial system by which the laboratory is supposed 
to document and control how it spends Federal money is in 
shambles, as is its internal auditing system.
    These systems are so bad that the Inspector General 
concluded in a recent report that DOE has less than adequate 
assurances that costs claimed by the university for operation 
of the laboratory are allowable under the contract. Mr. 
Chairman, what that means is that DOE can't have any confidence 
in the course claimed under this entire billion dollar 
contract.
    This is the third year in a row that the IG has come to 
this conclusion. That is how you get the thefts like we have 
heard about at previous hearings and the careless use of 
taxpayer funds by workers who think the Federal Government owes 
them top-of-the-line shoes, coats, shirts and gloves. One 
employee bought 13 pairs of allegedly work-related shoes in 18 
months, 12 of which were running and sports shoes.
    Joseph Salgado, the former deputy director of their 
laboratory, testified that taxpayers' money often was treated 
like monopoly money.
    And what has been the response to procurement problems, 
poor property management and lack of effective business 
controls? There have been many well-publicized investigations. 
But while these investigations were ongoing, the Department and 
the university were quietly negotiating new fiscal year 2003 
performance standards for Los Alamos standards drafted by the 
university that put science and technological goals at the 
forefront and pay little attention to inadequate business 
systems and controls that have brought down the top management 
at the laboratory.
    There is one sentence, ``Implement effective controls and 
business systems by assisting existing controls were needed. 
Strengthen controls to insure effective stewardship of public 
assets.'' DOE cannot even tell us what percentage of the 
performance fee will be allocated to this objective, which was 
only one of 40.
    Mr. Chairman, we must ask whether any of the problems that 
we have been discussing for the last several months are going 
to get fixed when it doesn't appear that they would even 
seriously affect the performance fee. Despite anything said 
today, despite any promises made today by either the Department 
of Energy and the University of California, this is the only 
document that deserves our attention because it is where the 
money is.
    I look forward to the testimony.
    Mr. Greenwood. The Chair thanks the gentleman and 
recognizes the chairman of the full committee, the gentleman 
from Louisiana, Mr. Tauzin.
    Chairman Tauzin. Thank you, Chairman Greenwood.
    The hearing this morning marks a milestone of sorts because 
this morning we will talk about the University of California 
management contract for Los Alamos not only in terms of what 
should happen but in terms of now what will happen, putting the 
lab's management contract out for bid for the first time in its 
60-year history. The subcommittee's exposure of the management 
problems of Los Alamos is truly shaking things up, Mr. 
Chairman; and you deserve extreme amounts of credit for 
doggedly pursuing this matter on behalf of the full committee 
and, by the way, the American public which relies, as we do, on 
the sensitive work of the lab to make our lives safer and more 
secure.
    We should also recognize the decisive actions taken by 
Secretary Abraham and his management team at DOE for 
confronting the problems at the lab and doing something 
meaningful about them. The Secretary's announcement yesterday 
to compete the lab's management contract is the equivalent of a 
political earthquake. It shouldn't be. Periodic competition 
should be normal. It should be the necessary procedure for such 
an important contract. But it is a big deal precisely because 
it has never been done before, ever; and, as a result, the 
pressure of competitive bidding, one of the most powerful 
cleansers of management problems, has never really bore down on 
those responsible for the lab's contract.
    We should commend Secretary Abraham for his aggressive 
action to fix Los Alamos, especially because the current 5-year 
contract was literally dumped in his lap by the previous 
administration just days before they left office. And they knew 
better. Remember, it was the prior administration that talked 
tough after the last round of lab scandals involving Los Alamos 
and the University of California.
    Yet not only didn't they follow through on the tough talk, 
Secretary Abraham's predecessor took the remarkable step of 
ordering this flawed contract be extended for a new 5-year term 
without competition literally 2 days before President Bush and 
Secretary Abraham took office; and he did so even though that 
prior contract was not due to expire for nearly 2 years, when 
there was ample time for the new administration and the 
Congress to review and to conduct a thorough examination of any 
potential contract extensions.
    It may be ironic, but one of the very first acts as 
chairman of the Commerce Committee in January, 2002, that I 
conducted was to call on DOE and request that any action on the 
current UC contract be delayed until the new administration 
committee had an opportunity to review it. And that simple 
request was rejected. I have with me the letter of January 22, 
2001, to the Department making that case. Our concerns, of 
course, sadly were borne out, and it hasn't been easy to deal 
with.
    The Secretary has had additional challenges thrust upon him 
when he was trying to sort them out. He had to deal with a new 
entity, the National Nuclear Security Administration, also 
created over this committee's objections. NNSA produced a new 
layer of bureaucracy between the Secretary and the managers at 
the nuclear weapons labs that was supposed to improve 
accountability and oversight. And he had to deal with the long 
delay in the confirmation of Kyle McSlarrow, his Deputy 
Secretary, who would be his right-hand man on these matters. 
Because of that delay, the crucial position in the Department 
of the officer in charge of DOE operations was vacant during 
much of the lead-up time leading to the recent controversy at 
Los Alamos.
    Despite all this, the Secretary and his new Deputy 
Secretary have stepped up to the plate to address the situation 
aggressively, even before the latest announcement, by 
pressuring UC to make sweeping changes in the lab's management 
and UC's oversight of the lab.
    An NNSA colleague, Ambassador Linton Brooks, also has 
provided able leadership in this crisis, which is an 
encouraging sign that we're finally on the right course. I want 
to agree with Ambassador Brooks' own comments yesterday that 
NNSA and its oversight of the lab over the past several years 
has not been up to par, not what Congress was promised when we 
took this gamble by further insulating the nuclear weapons lab 
from central DOE management.
    I look forward to hearing from both of you on this morning.
    Mr. Chairman, let me welcome the witnesses today, with 
three excellent and knowledgeable panels, to discuss these 
important developments to provide some answers about the future 
of Los Alamos and of the University of California's contract 
with it and to provide, perhaps, some sense that when we're 
finally closing a very sad chapter in the history of the lab so 
that we finally open a new one.
    In a conversation I had with Senator Domenici yesterday I 
congratulated him on reaching the same conclusion that 
Secretary Abraham had, that it's time to bid this contract out, 
that it's time to give Los Alamos a credible platform upon 
which it can proceed, instead of having this specter of poor 
management and the questions always being asked about what's 
being done about it and what's being done to correct it 
constantly on the shoulders of the managers of that most 
important lab for this Nation's safety and security.
    Mr. Chairman, again, my very deep thanks on behalf of the 
full committee for your subcommittee's actions and doggedly 
pursuing this matter and leading to this conclusion by the 
Department; and hopefully this wrap up hearing where we can 
look forward now to a new chapter, as I said, in the history of 
this extraordinarily important asset to America.
    I yield back the balance of my time.
    Mr. Greenwood. The Chair thanks the gentleman and 
recognizes for an opening statement the gentleman from 
Michigan, Mr. Stupak.
    Mr. Stupak. I'll waive my opening statement, Mr. Chairman.
    Mr. Greenwood. The Chair recognizes the vice chairman of 
the subcommittee, Mr. Walden of Oregon.
    Mr. Walden. Thank you, Mr. Chairman. I, too, will waive my 
opening statement so we can proceed with the hearing.
    Mr. Greenwood. Very well. We appreciate that.
    [Additional statement submitted for the record follows:]
    Prepared Statement of Hon. John D. Dingell, a Representative in 
                  Congress from the State of Michigan
    Thank you, Mr. Chairman, for holding this hearing to discuss the 
very significant decision by the Department of Energy (DOE) to 
competitively bid the contract to operate the Los Alamos National 
Laboratory. Although we do not have details about how the competition 
is going to be run, I applaud Secretary Abraham for this decision. 
Prior Energy Secretaries tried, but failed, to force needed changes 
short of this step. They did not realize that the University of 
California was too obstinate, arrogant, and entrenched to make needed 
changes.
    The most recent failed DOE effort was Appendix O, which was added 
to the contract by the University after the Wen Ho Lee and the lost 
hard drive incidents, and the cost overruns and schedule delays of the 
National Ignition Facility. These were just the latest in two decades 
of ``chronic security and other management-related problems.'' On 
October 26, 2000, then Committee Chairman Tom Bliley and I wrote a 
letter to then-DOE Secretary Bill Richardson after he had decided to 
extend the UC contract for another three years. We knew then that the 
promises made by the University in Appendix O, which included a new 
vice president for laboratory management, would not work, and we asked 
the Secretary to compete or renegotiate the contract. As we stated:
        ``As the briefing the Members last week amply demonstrated, 
        these five action items [in Appendix O] fall far short of the 
        fundamental restructuring necessary to bring new management 
        expertise and accountability into the operations of these labs. 
        Indeed, these actions are, for all practical purposes, either 
        meaningless or already provided for in the current contract. 
        When pressed about the details of these five actions, or how 
        they would be implemented, neither DOE nor UC was able to offer 
        any substantive explanations--saying only that the specifics 
        would be worked out during contract negotiations.''
(October 26, 2000, letter from Reps. Tom Bliley and John Dingell to 
Secretary Bill Richardson, p. 2. (emphasis added))
    In July of 2000, Dr. John McTague, who became the University's vice 
president for laboratory management, had written to Secretary 
Richardson proposing this position for a person who would ``assess and 
assure the performance of the laboratory directors, as well as 
technical excellence of programs, major project management, personnel 
systems, safety, security, and business practices.'' Dr. McTague said 
the UC oversight role of the laboratories was ``poorly defined and 
inadequately manned.'' (July 16, 2000, letter from Dr. John McTague to 
Secretary Bill Richardson, p. 2.)
    Dr. McTague got that job, but promptly used it to negotiate FY 2003 
performance standards for the laboratory that elevated scientific tasks 
and denigrated even further the value placed on adequate security, 
safety, environment, financial controls, and business practices. These 
standards were adopted lock, stock, and barrel by the Department barely 
a month ago--after the procurement scandal had broken, after the broken 
property management system was identified, after Messrs. Walp and Doran 
were fired in just the latest maltreatment of whistleblowers and 
problem-raisers, after the lab director and more than a dozen other 
people were removed from their jobs, and after the audit function at 
Los Alamos was taken over by the University's auditor. Yesterday, 
Ambassador Brooks claimed that these standards were negotiated before 
any of this happened--although the University did not sign off on the 
implementation plan until April 13--and that perhaps they would have to 
be renegotiated to reflect current events.
    There is a great deal of blame to spread around, but most of it 
belongs on the backs of the University of California, which never 
integrated the laboratories into its financial and management control 
structures, and the Department of Energy, which failed to hold the 
University accountable. Los Alamos must make real change--a change in 
which employees who in good faith bring problems to management's 
attention and openly discuss them without paying for it with their 
careers and their financial and emotional well-being. Until this 
happens, there will not be a free and open discussion of problem areas, 
nor will there be proper remedies. But the University's recent 
responses on questions Rep. Markey and others have raised about 
specific whistleblower cases are not particularly encouraging. As this 
competition goes forward, the issue of openness and responsiveness 
should be a critical factor in assessing bids.
    Mr. Greenwood. In that case, the Chair welcomes our guests. 
Our first witnesses are the Honorable Kyle E. McSlarrow, Deputy 
Secretary of Energy at the Department of Energy, and Ambassador 
Linton F. Brooks, Under Secretary for Nuclear Security and 
Acting Administrator for Nuclear Security at the National 
Nuclear Security Administration within the Department.
    We welcome both of you gentlemen. Thank you for being here.
    I think you're aware that this is an investigative hearing, 
and it is the practice of the subcommittee when holding 
investigative hearings to take testimony under oath. Do either 
of you object to giving your testimony under oath this morning?
    Mr. McSlarrow. No, Mr. Chairman.
    Mr. Brooks. No, sir.
    Mr. Greenwood. Okay. Pursuant to the rules of the committee 
and the House, you are entitled to be represented by counsel. 
Do either of you wish to be represented by counsel this 
morning?
    Mr. McSlarrow. No.
    Mr. Brooks. No.
    Mr. Greenwood. In that case, if you would stand and raise 
your right hand, I'll give you the oath.
    [Witnesses sworn.]
    Mr. Greenwood. You're under oath.
    We will start with you, Secretary McSlarrow. You're 
recognized for your opening statement.
   TESTIMONY OF HON. KYLE E. MCSLARROW, DEPUTY SECRETARY OF 
 ENERGY, U.S. DEPARTMENT OF ENERGY; AND HON. LINTON F. BROOKS, 
 UNDER SECRETARY FOR NUCLEAR SECURITY AND ACTING ADMINISTRATOR 
FOR NUCLEAR SECURITY, NATIONAL NUCLEAR SECURITY ADMINISTRATION, 
                   U.S. DEPARTMENT OF ENERGY
    Mr. McSlarrow. Mr. Chairman, distinguished members of the 
committee, thank you for the opportunity to discuss with the 
committee our review of the University of California's 
management of Los Alamos National Laboratory, the 
recommendations we have made to the Secretary and his 
decisions.
    The starting place for our inquiry is our national 
security. Secretary Abraham has said repeatedly that he has no 
more important responsibility than his obligation, together 
with the Secretary of Defense, to certify to the President the 
safety and reliability of the nuclear weapons stockpile. The 
basis for our security is in obvious and important ways 
dependent on the credibility of our nuclear deterrent, and 
those laboratories and facilities and the people who manage and 
work in them are rightly considered national treasures. Thus, 
when the problems of last fall surfaced, Secretary Abraham 
viewed the various investigations, whether ones directed by the 
Inspector General or Congress, whether civil or criminal, as 
necessary but additional to his responsibilities. He therefore 
directed us to conduct a review and make recommendations with 
the goal of ensuring that the management of the lab was one in 
which he, Congress and the public could have total confidence.
    Ambassador Brooks will provide more detail on our report in 
a moment, but let me highlight a few conclusions.
    First, the problems identified, while unacceptable, are 
primarily related to management of business systems. There is 
no indication that the science performed by the lab and the 
university is anything other than world class.
    Second, the University of California, under the personal 
direction of its President, Dick Atkinson, has responded 
forcefully and effectively. This is in no small measure also 
due to the leadership of the university Senior Vice President, 
Bruce Darling, and the lab's Interim Director, Admiral Pete 
Nanos.
    Third, both the fact that the university contributes 
enormous value to the science that underpins the national 
security mission of the lab and the great strides they have 
made over the last 5 or 6 months lead us to conclude that 
termination is not in the interest of our country.
    Fourth, though this is a much more complex issue than is 
present in even very large government procurements normally, 
our conclusion is that our administration's presumption of 
competition is not overcome in circumstances where business 
systems have fallen so short of an acceptable level; and we 
therefore recommended and the Secretary approve a decision to 
announce yesterday our intent to compete the LANL contract 
which expires in September, 2005.
    Finally, Mr. Chairman, we recognized that this issue is 
part of a larger set of issues about competition of the so-
called federally funded research and development centers, our 
national laboratories. The Secretary recognized last year that 
there is some fundamental policy issues that need to be 
explored.
    On the one hand for example, long-term, enduring 
relationships are likely to be extremely valuable in accruing 
the intellectual capital in which this country has invested. On 
the other hand, lack of competition can lead to complacency, as 
you mentioned.
    Because these are issues that the Secretary needed to be 
confronted, he established a blue ribbon commission which is 
due to report to him in the late summer on its recommendations 
on how we should approach performance oversight and competition 
in the context of bidding on national laboratories. Thus, how 
we compete this contract with regard to Los Alamos will be 
informed by the results of that commission as well.
    Mr. Chairman, I will conclude there and let Ambassador 
Brooks provide you more detail on the decisions made by the 
Secretary. Thank you.
    Mr. Greenwood. Thank you, Mr. Secretary.
    Mr. Brooks. Ambassador Brooks.
               TESTIMONY OF HON. LINTON F. BROOKS
    Mr. Brooks. Mr. Chairman, members of the subcommittee, 
thank you for the opportunity to appear on this important 
issue.
    The Deputy Secretary has addressed the Department's 
approach to competition and the immense importance Secretary 
Abraham and all of us place on maintaining the highest 
standards for our nuclear facilities. I'd like to turn to the 
conclusions that we've reached and the actions we are taking 
with respect to the future relationship between the University 
of California and Los Alamos National Laboratory.
    These conclusions and recommendations are set forth in our 
joint report to the Secretary of Energy which was released 
yesterday, and with your permission I would like to formally 
submit that report and the Secretary' response for the record.
    I want to state also for the record that we have received 
superb cooperation from both the University of California and 
the Los Alamos National Laboratory in conducting our review. 
Our report covers the details of the problems uncovered at Los 
Alamos and the university's response. The problems are well-
known to this committee, and Dr. Darling has outlined the 
university action in great detail in previous testimony, so I 
am not going to cover those here.
    As the Secretary of Energy has made clear, the problems 
represent a systemic management failure. I would only note the 
conclusions of the report, that the university's actions were 
broad, forceful and effective and that, ``It is difficult to 
see how any organization could have done more to deal with the 
problem than the University of California has since December, 
2002.''
    Our review suggests that there are multiple causes of the 
failure of business systems at Los Alamos.
    First, prior to November of last year, the university's 
supervision of Los Alamos was ineffective in the area of 
business process. The university focus was almost entirely on 
other areas, including science, security, environment and 
project management.
    Second, the National Nuclear Security Administration's 
direct Federal oversight was narrowly focused on specific 
performance measures called out in the contract, rather than on 
overall effectiveness and the interface between different 
areas; and I will say more about this in a moment.
    Third, in hindsight, warning signs appear to have been 
ignored. Following the problems of several years ago involving 
Wen Ho Lee and the hard drives, neither the university, the 
laboratory, the National Nuclear Security Administration, nor 
the Department examined in sufficient detail whether these were 
symptomatic of broader management problems.
    Finally, cultural problems beyond the control of the 
university or the Department played an important role. The Los 
Alamos culture exalted science and devalued business practices; 
and changing this culture will be the most difficult long-term 
challenge facing the laboratory, no matter who runs it.
    As Deputy Secretary McSlarrow indicated, our review also 
confirmed that the university brings substantial value to the 
mission of Los Alamos. Los Alamos' mission depends on 
attracting and retaining world-class scientific talent, and the 
academic prestige of association with a world-class university 
is a clear benefit in both recruiting and retention.
    In addition, there are formal agreements for scientific 
cooperation with four of the component campuses of the 
university. These areas of cooperative research directly 
advance the national security mission of the laboratory.
    And, finally, an important and often overlooked benefit of 
the university is to foster a culture of scientific skepticism 
and peer review. That attitude within the laboratory and 
between Los Alamos and Livermore National Laboratories is, in 
my view, absolutely crucial to the success of the stockpile 
stewardship program and to the ability to certify the safety 
and reliability of the nuclear weapons stockpile.
    Our report recommends and the Secretary has approved a 
series of actions.
    The most important of these are, first, that the university 
continue to manage Los Alamos through the end of the current 
contract in September, 2005. The vigorous action the university 
is taking to correct the problems, the significant value the 
university brings in the area of science and the disruption to 
the mission of the laboratory and morale from early termination 
all make retaining the university through the end of the 
current contract the most appropriate course. Termination of 
the contract would not improve the management of Los Alamos in 
the near term, because the university is fully engaged in an 
effective and comprehensive program.
    Second, we recommended and the Secretary approved that the 
Department announce its intent to compete the Los Alamos 
contract when it expires in September, 2005. Given the 
Department and the administration's strong preference for 
competition and the widespread nature of the problems 
uncovered, it's difficult to argue for any other course.
    Third, however, we urged that the University of California 
compete for the contract in 2005 perhaps in association with 
another entity with business and project management experience. 
The university has brought immense benefits to the laboratory 
and the country over the past 60 years, and it is important to 
note that a decision to compete is not a repudiation of the 
university but simply a recognition that its performance in the 
area of business management did not rise to the exceptionally 
high standards required to overcome the presumption of 
competition in the Department's policy.
    Next, we begin now to develop the appropriate criteria for 
evaluating the future competition. Normally, those criteria 
would not be developed until next year, but the results of the 
competition are going to have to preserve the many advantages 
offered by the current association with the university, while 
also ensuring continuation of the reforms now being initiated; 
and finding the proper criteria to achieve these results will 
be complicated and should begin at once.
    Further, we recommend that the Secretary reject in advance 
any notion of split responsibility for the laboratory in which 
different contractors perform the science and business 
operation functions. Some have argued that having the science 
and business portions of the laboratory managed by separate 
contractors would let us have the best of both worlds. I do not 
believe that the laboratory director should report to two 
entities. Indeed, a major part of the problem at Los Alamos is 
fragmentation between the science and the business communities; 
and a dual reporting approach would make the problem worse, not 
better.
    We also recommend, finally, that if we devise a mechanism 
to insure that if the university does not continue to operate 
Los Alamos following 2005 the pension benefits of current Los 
Alamos employees are fully protected. Failing to do this could 
lead to a significant challenge to morale and potentially to a 
devastating exodus of the most experienced employees. It is 
important to note that the vast majority of Los Alamos 
employees have done nothing wrong and are continuing to perform 
in an exceptional manner.
    Let me turn now to the Federal role of discovering and 
correcting problems of this type.
    One element of the Federal responsibility, of course, is to 
insure the university lives up to its own obligations. But, as 
the report makes clear, the National Nuclear Security 
Administration shares responsibility for allowing these 
problems to develop.
    Prior to November of last year, the Federal oversight role 
was limited to a stove-piped review of performance set forth in 
specific elements of the contract, when in fact what was called 
for was a broader, more cross-cutting and more aggressive role. 
Our reviews focused on performance in individual areas, rather 
than in the intersection and relationship among those areas. 
The report, recognizing this weakness, recommends that all 
current and future DOE contracts be reviewed in order to insure 
that performance reviews capture the cross-cutting information 
necessary to form a complete picture of performance.
    The National Nuclear Security Administration has begun this 
process through our revised approach to evaluating Los Alamos 
and Livermore National Laboratories. Under Appendix F of the 
contract, we review broad cross-cutting areas and involve the 
laboratory directors, the senior leadership of the university 
and the senior leadership of my organization, including myself 
personally, in these reviews.
    In your opening statement, Mr. Chairman, you noted that we 
had not established a weights for the criteria within those 
reviews. That's by design. We believe that one should look at 
cross-cutting areas in order to gauge overall performance and 
that we run the risk of falling into the trap that got us here 
if we start looking mechanically at business services as some 
specific percentage, and so we believe that this overall 
approach to review and most particularly the engagement of the 
senior leadership will let us focus on the relationship of all 
the performance elements.
    Federal oversight in the past was also hampered by 
fragmentation and lack of clarity in roles and responsibilities 
within the National Nuclear Security Administration. For 
example, before December of last year, the Albuquerque 
operations office assessed business practices performance of 
Los Alamos, while the Los Alamos site office assessed other 
practices. This fragmentation has long been recognized, 
including by Congress.
    As a result and unrelated to the specific problems of Los 
Alamos, in December of last year I implemented a major 
reorganization of the National Nuclear Security Administration, 
abolishing a layer of management and placing authority and 
responsibility for Federal oversight in site office managers--
in the case of Los Alamos, Ralph Erickson, who has appeared 
before this committee, who will now report directly, without 
any intervening layers of management, to my Principal Deputy.
    I expect that, in the aggregate, these changes will 
significantly improve the quality of Federal oversight.
    Mr. Chairman, let me conclude with two points.
    First, it is important to recognize that the overwhelming 
majority of Los Alamos employees in all areas, including 
business services, are honest, dedicated, competent and hard-
working. Ultimately, the value of this laboratory does not lie 
in expensive technology, it lies in people. And the failures of 
Los Alamos were real, but they are the failures of a few, and 
as we move to correct these failures it is important to keep 
that fact in mind.
    Second, I want to reiterate Secretary McSlarrow's emphasis 
on the overriding importance of national security in all of the 
decisions we've made. In approving our report, Secretary 
Abraham said, ``The management of the nuclear weapons complex 
is my most important responsibility as Secretary of Energy. 
Under the university's stewardship, the science of Los Alamos 
has consistently been of the highest caliber. But it is 
important that business services be as good as the science. In 
approving your recommendations it is my intention to make it 
clear that, in dealing with nuclear weapons, only the highest 
standards of performance are acceptable.'' All of us in the 
Department remain committed to that goal.
    Thank you for your attention, sir; and I look forward to 
your questions.
    [The prepared statement of Hon. Linton F. Brooks follows:]
Prepared Statement of Hon. Linton F. Brooks, Acting Under Secretary of 
Energy for Nuclear Security and Acting Administrator, National Nuclear 
                        Security Administration
    Mr. Chairman, members of the subcommittee. Thank you for the 
opportunity to appear before you on this important issue. Deputy 
Secretary McSlarrow has addressed the Department's approach to 
competition and the immense importance Secretary Abraham and all of us 
place on maintaining the highest standards at our nuclear facilities. I 
would like to turn to the conclusions we have reached and the actions 
we are taking with respect to the future relationship between the 
University of California and Los Alamos. Theses conclusions and 
recommendations are set forth in our joint report to the Secretary of 
Energy which was released yesterday. With your permission, I would like 
to submit that report and the Secretary's response for the record. 
Before I do, I want to formally state for the record that we have had 
superb cooperation from both the University of California and the Los 
Alamos National Laboratory in conducting our review.
    Our report covers the details of the problems uncovered at Los 
Alamos and the University's response. The problems are well known to 
this Committee and Dr. Darling has outlined the University actions in 
great detail, so I will not cover them here. As the Secretary of Energy 
has made clear, they represent a ``systemic management failure.'' I 
would only note the conclusion of the report that the University's 
actions were ``actions were broad, forceful, and effective'' and that 
``It is difficult to see how any organization could have done more to 
deal with the problem than the University of California has since 
December 2002.''
    Our review suggests that there are multiple causes of the failure 
of business systems at Los Alamos:
<bullet> Prior to November 2002, the University's supervision of Los 
        Alamos was ineffective in the area of business processes. 
        University supervision was almost entirely focused on other 
        areas including science, security, environment, and project 
        management.
<bullet> The Department of Energy and the NNSA's direct Federal 
        oversight was narrowly focused on specific performance measures 
        called out in the contract, rather than on overall 
        effectiveness. I will say more about this in a moment.
<bullet> In hindsight, warning signs may have been ignored. Following 
        the Dr. Wen Ho Lee and hard drive incidents, neither the 
        Laboratory, the University, NNSA, nor the Department examined 
        whether broader problems existed at Los Alamos.
<bullet> Finally, cultural problems beyond the control of the 
        University or the Department played an important role. The Los 
        Alamos culture exalted science and devalued business practices. 
        Changing this culture will be the most difficult long-term 
        challenge facing the Laboratory no matter who manages it.
    As Deputy Secretary McSlarrow indicated, our review also confirmed 
that the University brings substantial value to the mission of Los 
Alamos. Los Alamos missions depend on attracting and retaining world-
class scientific talent. The academic prestige of association with a 
world-class university is of clear benefit in both recruiting and 
retention. In addition, there are formal agreements for scientific 
cooperation with four of the component campuses of the University of 
California. These areas of cooperative research directly advance the 
scientific mission of the Laboratory. Finally, an important, little-
noted benefit of the University is to foster a culture of scientific 
skepticism and peer review. This attitude, both within the Laboratory 
and between Los Alamos and Lawrence Livermore National Laboratories, is 
absolutely crucial to the success of the Stockpile Stewardship Program 
and to the ability to certify the stockpile.
    Our report recommends, and the Secretary has approved, as series of 
actions. The most important include:
<bullet> That the University of California continue to manage Los 
        Alamos through the end of the current contract in September 
        2005. The vigorous action the University is taking to correct 
        the problems uncovered at Los Alamos, the significant value the 
        University brings in the area of science, and the significant 
        disruption to the mission of the Laboratory and the morale of 
        the employees from early termination all make retaining the 
        University through the end of the current contract the most 
        appropriate course. Termination of the contract would not 
        improve the management of Los Alamos in the near-term; the 
        University appears to be fully engaged in an effective and 
        comprehensive program.
<bullet> That the Department announce its intent to compete the Los 
        Alamos contract when it expires in September 2005. Given the 
        Department's and the Administration's strong preference for 
        competition, and the widespread nature of the problems 
        uncovered at Los Alamos, it is difficult to argue for any other 
        course of action.
<bullet> That we urge the University of California to compete for the 
        contract in 2005, perhaps in association with another entity 
        with business and project management experience. The University 
        has brought immense benefits to the Laboratory and the country 
        over the past 60 years. It is important to note that a decision 
        to compete is not a repudiation of the University, but simply a 
        recognition that the University's performance in the area of 
        business management did not rise to the exceptionally high 
        standards required to override the presumption of competition 
        in Department orders.
<bullet> That we begin now to develop appropriate criteria for 
        evaluating a future competition. The results of the competition 
        in 2005 should preserve the many advantages offered by the 
        current association with the University while also ensuring 
        continuation of the reforms now being initiated and 
        strengthening business functions. Devising the proper criteria 
        to achieve these results while avoiding unforeseen consequences 
        will be complicated and should begin at once.
<bullet> That we reject in advance any notion of split responsibility 
        for Laboratory operations in which different contractors would 
        perform the science and business operations functions. Some 
        have argued for having the science and business portions of the 
        Laboratory supervised by different contractors. The Laboratory 
        Director should not report to two entities. A major part of the 
        problem at Los Alamos is fragmentation between the science and 
        business communities within the Laboratory. A dual reporting 
        approach would make this problem worse, not better.
<bullet> That we devise a mechanism to ensure that, if the University 
        does not continue to operate Los Alamos following the 2005 
        competition, that the pension benefits of current Los Alamos 
        employees are fully protected. Failing to do this could lead to 
        a significant challenge to morale and, potentially, a 
        devastating exodus of the most experienced employees. It is 
        important to note that the vast majority of Los Alamos 
        employees have done nothing wrong and continue to perform in an 
        exceptional manner.
    Let me turn briefly to the Federal role in discovering and 
correcting problems of this type. One element of our Federal 
responsibility, or course, was to ensure that the University lives up 
to its own obligations. But as the report makes clear, National Nuclear 
Security Administration shares responsibility for allowing these 
problems to develop. Prior to November 2002, the Federal oversight role 
was limited to a mechanistic review of performance as set forth in the 
contract when in fact a broader, more aggressive role was called for. 
Our reviews focused on performance in individual areas rather than the 
intersection between those areas. The report, recognizing this 
weakness, recommends that all current and future DOE contracts be 
reviewed in order to ensure that performance reviews capture the 
crosscutting information necessary to form a complete picture of 
performance. NNSA has begun this process through our revised approach 
to evaluation of Los Alamos and Livermore National Laboratories under 
Appendix F of the contract. We review broad, crosscutting areas and 
involve the Laboratory Directors, the senior leadership of the 
University, and the senior leadership of NNSA, including myself, 
personally in these reviews.
    Federal oversight was also hampered by fragmentation and lack of 
clarity in roles and responsibilities within the National Nuclear 
Security Administration. For example, before December of 2002, the 
Albuquerque Operations Office assessed business practices at Los 
Alamos, while the Los Alamos Site Office assessed other performance 
areas. This fragmentation problem has long been recognized, including 
by the Congress. As a result, on December 20, 2002 I implemented a 
major reorganization within NNSA, abolishing a layer of management and 
placing authority and responsibility for Federal oversight in the site 
office managers, who will now report directly to my Principal Deputy. I 
expect that these changes will significantly improve the quality of 
Federal oversight.
    Mr. Chairman, let me conclude with two points. First, it is 
important to recognize that the overwhelming majority of Los Alamos 
employees--in all areas, including business services--are honest, 
dedicated, competent, and hard working. Ultimately, the value of the 
Laboratory lies not in expensive technology, but in people. The 
failures at Los Alamos are real, but they are the failures of a few. As 
we move to correct these failures, it is important to keep this fact in 
mind.
    Second, I want to reiterate Secretary McSlarrow's emphasis on the 
overriding importance of national security in all of the decisions we 
have made. In approving our report, Secretary Abraham said
          The management of the nuclear weapons complex is my most 
        important responsibility as Secretary of Energy. Under the 
        University's stewardship, the science at Los Alamos has 
        consistently been of the highest caliber. But it is important 
        that business services be as good as the science. In approving 
        your recommendations, it is my intention to make it clear that, 
        in dealing with nuclear weapons, only the highest standards of 
        performance are acceptable.
    All of us remain committed to that goal.
    Thank you for your attention and I look forward to your questions.
                                 ______
                               Department of Energy
                                       Washington, DC 20585
                                                     April 26, 2003
MEMORANDUM FOR THE SECRETARY
FROM:
  Kyle McSlarrow, Deputy Secretary
  Linton F. Brooks, Acting Administrator,
    National Nuclear Security Administration
SUBJECT: Los Alamos National Laboratory
    On December 24, 2002, you concluded that events at Los Alamos 
National Laboratory reflected a ``systemic management failure.'' 
Although this conclusion was primarily aimed at the management at Los 
Alamos itself, you also directed us to conduct an examination of the 
relationship between the University of California, as the responsible 
contractor, and the Los Alamos National Laboratory. We have also 
explored the relationship among the University of California, Los 
Alamos, and the National Nuclear Security Administration, Department of 
Energy.
    The University and the National Nuclear Security Administration 
share responsibility for allowing these problems to develop. Prior to 
November 2002, the University's supervision of Los Alamos was 
ineffective in the area of business processes. The Federal oversight 
role was limited to a mechanistic review of performance as set forth in 
the contract when, in fact, a broader, more aggressive role was called 
for, particularly in light of the problems that developed at Los Alamos 
in the late 1990s.
    Although the University was slow to take action to correct these 
failures, once it became engaged its actions were broad, forceful, and 
effective. It is difficult to see how any organization could have done 
more to deal with the problem than the University of California has 
since December 2002. Further, the University brings substantial value 
to the mission of Los Alamos, in science, recruiting, retention and 
fostering a culture of scientific skepticism and peer review. 
Therefore, given the extraordinary disruption that would flow from an 
immediate termination, we do not believe contract termination is in the 
best interests of the national security missions conducted at Los 
Alamos.
    We recommend:
<bullet> That the University of California continue to manage Los 
        Alamos through the end of the current contract in September 
        2005.
<bullet> That you direct the NNSA Administrator to examine the utility 
        of a contract modification institutionalizing some of the 
        reforms made by the University over the last few months.
<bullet> That the Department announce its intent to compete the Los 
        Alamos contract when it expires in September 2005.
<bullet> That we urge the University of California to compete for the 
        contract in 2005, perhaps in association with another entity 
        with business and project management experience.
<bullet> That you direct the NNSA Administrator to begin now to develop 
        appropriate criteria for evaluating a future competition, 
        taking into account the results of the Blue Ribbon Panel when 
        available.
<bullet> That you further direct the NNSA Administrator to ensure that 
        any future competition includes provisions for retaining the 
        current Los Alamos workforce following September 2005.
<bullet> That you reject in advance any notion of split responsibility 
        for Laboratory operations in which different contractors would 
        perform the science and business operations functions.
<bullet> That you direct the NNSA Administrator to devise a mechanism 
        to ensure that, if the University does not continue to operate 
        Los Alamos following the 2005 competition, the pension benefits 
        of all Los Alamos employees on the rolls as of September 30, 
        2005, or previously retired, are fully protected.
<bullet> That in dealing with future competitions, the Department 
        explore ways in which to not only take into account truly 
        outstanding performance but also to encourage contractors who 
        might fall short during a contract term to strive to develop 
        plans to correct problems so that they may compete and succeed.
<bullet> That you direct that all current and future contracts be 
        reviewed in order to ensure that performance reviews capture 
        the crosscutting information necessary to form a complete 
        picture of performance.
<bullet> That you direct us to continue to monitor progress and 
        subsequent information from either internal or external reviews 
        in order to provide additional recommendations as facts and 
        circumstances develop that warrant additional action.
Attachment: Complete report
 Report by the Deputy Secretary of Energy and the Acting Administrator 
     of the National Nuclear Security Administration on the Ruture 
Relationship between Los Alamos National Laboratory and the University 
                             of California
                             April 26, 2003
    Introduction. In accordance with your direction in your letter of 
December 24, 2002, we have conducted an examination of the relationship 
between the University of California and the Los Alamos National 
Laboratory. Our examination included the following:
<bullet> Review of briefings to the University Regents, internal 
        University of California reports, and similar documents between 
        2001 and the time of the relief of the Los Alamos National 
        Laboratory Director in 2003.
<bullet> Review of all relevant Inspector General and Office of 
        Independent Assessment and Oversight reports covering Los 
        Alamos. We paid particular attention to those Inspector General 
        reports covering the period since the problems at Los Alamos 
        surfaced; a list is attached.
<bullet> Review of the Appendix O process and material (Appendix O was 
        put in place during contract renewal in 2001 to correct 
        perceived security problems; it is further discussed below).
<bullet> Review of testimony given by witnesses to the Subcommittee on 
        Oversight and Investigations of the House Energy and Commerce 
        Committee.
<bullet> Interviews with former Vice President for Laboratory 
        Management, John McTague, former National Nuclear Security 
        Administration (NNSA) Administrator, General John A. Gordon, 
        and the Los Alamos Site Manager, Ralph Erickson.
<bullet> A daylong meeting with senior Los Alamos and University 
        officials at Los Alamos, including a separate meeting with 
        Federal site office management officials who have contract 
        oversight responsibilities.
<bullet> A number of meetings with Senior Vice President for University 
        Affairs Dr. Bruce Darling, who also serves as Interim Vice 
        President for Laboratory Management, along with phone calls 
        with Dr. Darling several times a week.
<bullet> A similar set of meetings and phone calls with Interim 
        Laboratory Director, Dr. George ``Pete'' Nanos, and his senior 
        staff.
<bullet> Conversations with various Regents of the University of 
        California to review our conclusions.
    This memorandum reports the results of our assessment and our 
recommendations for the future Los Alamos--University of California 
relationship.
    Background. The University of California has operated the Los 
Alamos National Laboratory since 1943 under contract with the 
Department of Energy and its predecessors. The contract has routinely 
been extended without competition, most recently in January 2001 just 2 
days before the Bush Administration took office. The University also 
operates Lawrence Livermore National Laboratory under an identical, but 
separate contract, as well as the Lawrence Berkeley National 
Laboratory. The University has traditionally regarded its management of 
the laboratories as a public service to the nation. As one indication 
of this, the University has taken the position that its operation of 
the laboratories should be revenue neutral. That is, the University 
retains no fee for operating the laboratories and seeks to use no 
University of California funding to do so. The fee paid by the 
Government is returned to the laboratories for additional laboratory-
directed research and development, after deducting the costs of that 
portion of the University Office of the President involved with 
overseeing the laboratories, paying expenses not otherwise 
reimbursable, and establishing a reserve to cover significant losses.
    During the late 1990's two major concerns arose with Los Alamos 
National Laboratory, both involving security. The first was the case of 
Dr. Wen Ho Lee, a Los Alamos scientist who was ultimately convicted of 
mishandling classified material. This case raised extensive questions 
about the adequacy of security at the Laboratory. These concerns were 
reinforced in May 2000 when two hard drives containing Restricted Data 
could not be located for an extended period of time. The hard drives 
were ultimately located in a secure area within Los Alamos, but the 
Laboratory's inability to locate them, coming on top of the concern 
raised by the Wen Ho Lee case, further exacerbated security concerns.
    Security concerns were among the reasons that Congress created the 
National Nuclear Security Administration. Despite this, no senior Los 
Alamos manager was terminated, reassigned, or demoted as a result of 
either of these incidents, although some formal reprimands were issued 
and two lower-level employees were reassigned.
    Notwithstanding these security concerns, the University's contract 
to manage Los Alamos was extended non-competitively in January 2001. 
The current contract expires on September 30, 2005. In extending the 
contract, the Department imposed a number of requirements to correct 
the perceived problems with the management of Los Alamos. The new 
requirements were codified in a separate appendix to the Los Alamos 
contract called Appendix O. An identical appendix was included in the 
contract for Lawrence Livermore National Laboratory.
    Appendix O committed the University to establish a position of Vice 
President for Laboratory Management and made the first incumbent of 
that position subject to departmental approval. It also committed the 
University to take a series of discrete steps to improve management. To 
enforce these commitments, Appendix O established a series of quarterly 
reviews between the Department, the University, Los Alamos, and 
Livermore. By its own terms, Appendix O expired on September 30, 2002. 
At that time, the NNSA, on behalf of the Department, concluded that all 
the requirements of the Appendix had been met. None of these 
requirements related to business services.
    The precipitating incidents. Beginning in the summer of 2002, a 
series of problems with business services at Los Alamos came to light. 
The problems themselves originated several months earlier, but were not 
widely recognized outside the Laboratory until the summer of 2002. 
These problems included:
<bullet> Questions concerning the effectiveness of controls over 
        Government purchase cards (credit cards). Several laboratory 
        employees (all now terminated except one, where disciplinary 
        action is pending) used a laboratory-issued purchase card to 
        make fraudulent purchases, including an attempt to purchase an 
        automobile. Actual loss to the Government was only about $3000, 
        but the massive audit conducted by the University in response 
        to the issue revealed an additional $195,246 worth of purchases 
        where documentation was inadequate or missing (some 
        documentation was destroyed in the Cerro Grande fire) along 
        with $125,000 in employee recognition awards that exceed the 
        approved DOE threshold. Although no additional cases of fraud 
        were uncovered, the University chose to reimburse the 
        Government the entire sum of both questionable items for a 
        total of about $320,000.
<bullet> A scheme by two employees (both now terminated) apparently 
        used doctored purchase orders to order material for their 
        personal use. The incident is still under investigation by the 
        FBI. The amount of the apparent theft exceeded $300,000, but 
        all but about $50,000 has been recovered. The University has 
        reimbursed the Government for the loss.
<bullet> Questions concerning the adequacy of property controls. 
        Newspaper revelations indicated that the laboratory was unable 
        to account for $1.3 million worth of controlled property, 
        including such pilferable items as computers. Although the most 
        spectacular allegations (a missing fork lift, for example) were 
        ultimately resolved, substantial amounts of property remained 
        un-located.
<bullet> The Laboratory's action in firing two investigators within a 
        few days of those same investigators raising concerns with the 
        Inspector General. You, the University and the Inspector 
        General have all stated that the Laboratory's action in firing 
        the inspectors was ``incomprehensible.'' We share that 
        assessment. While the Inspector General's investigation did not 
        substantiate the allegation that Laboratory management 
        deliberately hid criminal activity, this incident (in which the 
        University played no role) demonstrated the degree to which the 
        Laboratory's management was out of touch and ineffective.
    Taken individually, it is possible that none of these incidents 
would call into question the adequacy of Laboratory management. Taken 
in the aggregate, however, they revealed systemic weaknesses in 
business practices at Los Alamos. These weaknesses were further 
confirmed by additional Inspector General audits in unrelated areas, 
including:
<bullet> An audit of firearms control that revealed significant 
        weaknesses in procedures and accountability, although all 
        firearms were ultimately located.
<bullet> An interim audit that determined that control over laptop 
        computers was inadequate. Computers were not properly 
        controlled, not adequately safeguarded against theft, and not 
        always acquired in accordance with approved procedures. 
        Computers that could not be located were written off without a 
        formal inquiry and theft of laptop computers was not always 
        reported to the appropriate office.
<bullet> An audit of the allowability of incurred costs that assessed 
        that just over $14 million (about 0.3 percent out of the total 
        of $5.4 billion examined) was improperly charged to the 
        government under existing rules. The three areas of concern 
        were travel and conference costs not adequately documented, 
        provision of business meals, and an audit function evaluated as 
        inadequate.<SUP>1</SUP>
---------------------------------------------------------------------------
    \1\  Although the Laboratory has generally agreed with all the 
findings of outside audits, it disagrees with this specific audit, 
contending that virtually all the costs should be allowable. Final 
determination of allowability will be made by the Contracting Officer 
in accordance with established DOE procedures.
---------------------------------------------------------------------------
    The fact that there was not greater fraud and theft at Los Alamos 
is a tribute to the character of the vast majority of men and women 
working there, and not to the efficacy of the management systems in 
place. The actual loss to the Government could have been far greater 
and the business practices in place in 2002 would not have been able to 
identify and therefore prevent such a loss.
    There is no evidence that the lax approach to business processes 
and business issues extended to science or security. The fear that such 
practices might spread, however, was--justifiably--a primary motivation 
for insisting that the University of California move promptly to 
correct the problems.
    University of California response. The University was relatively 
slow to respond to the public allegations of business practices 
problems. University response was initially limited to providing 
assistance as requested by the Laboratory Director and did not include 
any action to ensure that the Laboratory Director was taking sufficient 
steps to examine the problem. The University engagement began in 
earnest in mid-November following the commissioning of an Inspector 
General investigation (requested by the Laboratory) and a series of 
increasingly embarrassing press accounts. University engagement 
increased still further following the intervention of the Secretary of 
Energy in November and December 2002.
    Once the University became engaged its actions were broad, 
forceful, and effective. The University made significant personnel 
changes in Laboratory management, including accepting the resignation 
of the Laboratory Director, terminating the Principal Deputy Director, 
and transferring, downgrading, or terminating 16 other officials 
including the Chief Financial Officer, Laboratory Auditor, Security 
Office Director, and the heads of the procurement and purchase card 
programs. Given the size of the Los Alamos management team, these 
represent sweeping changes.
    The University mobilized substantial auditing resources to examine 
issues in depth. It used teams of extremely senior officials to 
investigate the issues. University senior officials (for example the 
University Auditor) essentially devoted full time to Los Alamos issues. 
The University permanently subordinated the Laboratory auditor to the 
University Auditor and temporarily subordinated all Laboratory business 
functions to the University Vice President for Financial Management. It 
directed a series of external reviews by Ernst and Young, 
PriceWaterhouseCoopers, and a team headed by a former DOE Inspector 
General. These were major reviews; the Ernst and Young review, for 
example, involved 20 people at the Laboratory. It is difficult to see 
how any organization could have done more to deal with the problem than 
the University of California did after about mid-December 2002. In 
particular, we have been impressed with the performance to date of both 
the Interim Vice President for Laboratory Management, Dr. Bruce 
Darling, and the Interim Los Alamos Director, Dr. George ``Pete'' 
Nanos.
    The University's steps were not limited to Los Alamos. Although we 
did not investigate actions at other laboratories, the University 
appears to have been vigorous in taking the lessons from Los Alamos and 
applying them to the Lawrence Livermore and Lawrence Berkeley National 
Laboratories. The University required these Laboratories, as well as 
the University auditor, to examine their own internal procedures to 
ensure similar problems did not arise elsewhere. The University also 
used senior officials at these Laboratories to assist at Los Alamos.
    The University and the new Laboratory leadership are viewing the 
necessary improvements broadly, not narrowly. Although the specific 
issues that came to light in late 2002 dealt with business practices, 
the University and the Interim Laboratory Director are taking the 
opportunity to look at Laboratory practices in all areas, including 
project, program, environmental, procurement, and nuclear facilities 
management. While the responsibility for implementing this broad 
approach belongs to the Interim Director, the University selected that 
Director and has been strongly supportive of examining all areas of Los 
Alamos management. This increases the chance that the changes being 
made will endure.
    Finally, the University is in the process of putting in place a new 
governance model involving strengthened internal management and 
oversight and a strong external governing Board with members having 
strong backgrounds in industry, defense and science. The new Board will 
have some of the responsibilities of the Regents and will be able to 
hold both the University administration and Laboratory Management 
accountable. We are not yet able to evaluate the efficacy of this new 
governance model, but it is a clear indication that the University sees 
its task not simply as implementation of a temporary ``get well'' 
program but as a transformation of its model of oversight.
    The cause of the problems. Our review suggests that there are 
multiple causes of the failure of business systems at Los Alamos:
<bullet> Prior to November 2002, the University's supervision of Los 
        Alamos was ineffective in the area of business processes. 
        University supervision was almost entirely focused on other 
        areas including science, security, environment, and project 
        management. Briefings to the Regents never discussed business 
        practices nor was the subject a focus of the former Vice 
        President for Laboratory Management. Internal documentation 
        relating to University oversight in this period is silent on 
        business practices.
<bullet> The Department of Energy and the NNSA's direct Federal 
        oversight was narrowly focused on specific performance measures 
        called out in the contract, rather than on overall 
        effectiveness. Appendix O was focused on issues other than 
        business services. Most discussions were in areas of safety or 
        of having Los Alamos and Livermore work together. NNSA's own 
        supervision focused on areas such as safety and security, 
        rather than business services and tended to assess performance 
        within ``stovepipes,'' while many of the actual problems were 
        failures of appropriate connections between stovepipes. A 
        division of responsibility between the Los Alamos Site Office 
        and the former Albuquerque Operations Office further weakened 
        NNSA oversight, with oversight of business practices coming 
        almost exclusively from Albuquerque.<SUP>2</SUP>
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    \2\ The NNSA reorganization implemented in December 2002 is 
designed to centralize responsibility to the Site Manager and thus 
avoid this fragmentary oversight in the future.
---------------------------------------------------------------------------
<bullet> In hindsight, warning signs may have been ignored. Following 
        the Dr. Wen Ho Lee and hard drive incidents, neither the 
        Laboratory, the University, NNSA, nor the Department examined 
        whether broader problems existed at Los Alamos. For years, 
        there has been general acknowledgement of a ``Los Alamos way'' 
        that was unique and that devalued business practices. 
        Evaluations of Los Alamos in recent years always showed it 
        slightly inferior in overall performance to the other two 
        weapons laboratories, but never by enough to cause strong 
        concern. Because there was no precipitating event, no one at 
        any level acted on these indicators.
<bullet> Cultural problems beyond the control of the University or the 
        Department played an important role. The Los Alamos culture 
        exalted science and devalued business practices. Changing this 
        culture will be the most difficult long-term challenge facing 
        the Laboratory no matter who manages it.
    The value of the University. In evaluating our options, it is 
important to recognize that the University brings substantial value to 
the mission of Los Alamos, in both obvious and less obvious ways. 
Stockpile Stewardship and other Los Alamos missions depend on 
attracting and retaining world-class scientific talent. The academic 
prestige of association with a world-class university is of clear 
benefit in both recruiting and retention.<SUP>3</SUP> In addition, 
there are formal agreements for scientific cooperation with four of the 
component campuses of the University of California. These areas of 
cooperative research directly advance the scientific mission of the 
Laboratory.
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    \3\ At least some prospective employees at both Los Alamos and 
Livermore in recent months have stated that they were uninterested in 
affiliating with a national laboratory that is not connected with the 
University. We lack data on how extensive this belief is.
---------------------------------------------------------------------------
    Finally, an important, little-noted benefit of the University is to 
foster a culture of scientific skepticism and peer review. This 
attitude, both within the Laboratory and between Los Alamos and 
Lawrence Livermore National Laboratories, is absolutely crucial to the 
success of the Stockpile Stewardship Program and to the ability to 
certify the stockpile. A senior laboratory official at Los Alamos has 
told us, for example, that the culture of peer review is the only thing 
that allowed the successful dual revalidation of the W76 warhead 
conducted a few years ago.
    In addition to the actual value that the University brings, an 
important consideration is the widespread perception among Laboratory 
employees at both Los Alamos and Lawrence Livermore National 
Laboratories that the University association is critical to the mission 
of the Laboratory. Examples of this perception abound and have been a 
constant theme of our discussions with laboratory employees. We 
received petitions from 2,500 Los Alamos employees and 3,000 Livermore 
employees stressing the value of the University association. We 
received a similar, separate communication from the Los Alamos Fellows, 
those senior scientists at Los Alamos not part of management. We have 
reviewed public statements by distinguished figures such as Edward 
Teller, arguably the most famous living nuclear weapons designer. Even 
if we disagreed with these assertions of the University's value (which 
we do not), we need to take account of the widespread perception among 
the people who actually carry out the important national security 
mission of the Laboratory that the University association is critical 
to that mission.
    At the same time, the national security missions carried out at Los 
Alamos require the total confidence of Congress and the public as well 
as of Los Alamos employees. An erosion of that public trust undermines 
not only the University but our national security as well. Our 
recommendations are, therefore, premised on a view that ensuring public 
confidence is merited is crucial for our country, the University and 
Los Alamos.
    Problems with immediate termination. We are aware of forceful calls 
that the University contract with Los Alamos be terminated immediately. 
While the University can be faulted for having allowed the problems to 
develop, we believe that immediate termination would undermine the 
national security mission at the lab without measurably addressing the 
problems that Los Alamos faces today. Further, the Department, and 
since its creation, the NNSA, share responsibility for lax oversight of 
business practices. In our view, immediate termination is undesirable 
for several reasons. Such a step would be highly disruptive to the 
things that are going well at Los Alamos, especially science. It would 
also hamper the implementation of the internal reforms the University 
has put in place. Immediate termination would lose the very real 
benefits of the University association and, because of this, would be 
devastating to morale.<SUP>4</SUP> Finally, any decision for immediate 
termination would almost certainly have a counterproductive effect on 
other contractors facing similar problems in the future. If this 
vigorous get well program put in place by the University leads only to 
termination, no future contractor will have any incentive to put this 
much of an effort into remediation of major problems.
---------------------------------------------------------------------------
    \4\ The prospect of termination may already have had an adverse 
effect. As of April 8, 266 Los Alamos employees (68 with critical 
skills) have applied for retirement. In contrast, there were only 177 
retirements during all of 2002. Retirement requests at Livermore are 
currently running at roughly twice the 2002 rate.
---------------------------------------------------------------------------
    Recommendations. Based on the above, we recommend:
<bullet> That the University of California continue to manage Los 
        Alamos through the end of the current contract in September 
        2005. The vigorous action the University is taking to correct 
        the problems uncovered at Los Alamos, the significant value the 
        University brings in the area of science, and the significant 
        disruption to the mission of the Laboratory and the morale of 
        the employees from early termination all make retaining the 
        University through the end of the current contract the most 
        appropriate course. Termination of the contract would not 
        improve the management of Los Alamos in the near-term; the 
        University appears to be fully engaged in an effective and 
        comprehensive program.
<bullet> That you direct the NNSA Administrator to examine the utility 
        of a contract modification institutionalizing some of the 
        reforms made by the University. If the University continues to 
        operate Los Alamos through 2005, it will be important to ensure 
        that the current momentum for improvement continues. Some 
        institutionalization of the reforms may assist in this area. We 
        believe that discussions between Los Alamos, the NNSA, Los 
        Alamos Site Office, and the University are necessary before 
        determining exactly what changes require codification.
<bullet> That the Department announce its intent to compete the Los 
        Alamos contract when it expires in September 2005. Given the 
        Department's and the Administration's strong preference for 
        competition, and the widespread nature of the problems 
        uncovered at Los Alamos, it is difficult to argue for any other 
        course of action. Because the question of competition for 
        National Laboratories is the subject of your recently chartered 
        Blue Ribbon Panel, the mechanics of implementing this decision 
        should take into account the results of the Panel's 
        report.<SUP>5</SUP>
---------------------------------------------------------------------------
    \5\ The Blue Ribbon Panel, formally the ``Blue Ribbon Commission on 
Use of Competitive Procedures at the Department of Energy 
Laboratories,'' was established on January 3, 2003 as a subsidiary body 
to the Secretary of Energy Advisory Board. It is tasked with examining 
the Department's policy on competition for management of national 
laboratories and is expected to make its report by July 2003.
---------------------------------------------------------------------------
<bullet> That we urge the University of California to compete for the 
        contract in 2005, perhaps in association with another entity 
        with business and project management experience. The University 
        has brought immense benefits to the Laboratory and the country 
        over the past 60 years. It is important to note that a decision 
        to compete is not a repudiation of the University, but simply a 
        recognition that the University's performance in the area of 
        business management did not rise to the exceptionally high 
        standards required to override the presumption of competition 
        in Department orders.
<bullet> That you direct the NNSA Administrator to begin now to develop 
        appropriate criteria for evaluating a future competition, 
        taking into account the results of the Blue Ribbon Panel when 
        available. The results of the competition in 2005 should 
        preserve the many advantages offered by a world-class academic 
        institution while also ensuring continuation of the reforms now 
        being initiated and strengthening business functions. Devising 
        the proper criteria to achieve these results while avoiding 
        unforeseen consequences will be complicated and should begin at 
        once.
<bullet> That you further direct the NNSA Administrator to ensure that 
        any future competition includes provisions for retaining the 
        current Los Alamos workforce following September 2005. The 
        staff of Los Alamos is a national treasure that must be 
        preserved. It is important to establish now that a competition 
        in 2005 will not result in a changed workforce. Otherwise we 
        will face both a serious morale problem and the prospects of a 
        significant exodus of staff in the mistaken belief that their 
        jobs are at risk.
<bullet> That you reject in advance any notion of split responsibility 
        for Laboratory operations in which different contractors would 
        perform the science and business operations functions. Some 
        have argued for having the science and business portions of the 
        Laboratory supervised by different contractors. We urge you to 
        reject this approach. While the University might well benefit 
        from a partnership with industry, the Laboratory Director 
        should not report to two entities. Further, the Interim 
        Laboratory Director believes that a major part of the problem 
        at Los Alamos is fragmentation between the science and business 
        communities within the Laboratory. A dual reporting approach 
        would make this problem worse, not better.
<bullet> That you direct the NNSA Administrator to devise a mechanism 
        to ensure that, if the University does not continue to operate 
        Los Alamos following the 2005 competition, that the pension 
        benefits of all Los Alamos employees on the rolls as of 
        September 30, 2005, or previously retired, are fully protected. 
        While the Los Alamos employees who have contacted us are 
        generally concerned about the impact on science and mission of 
        losing the association with the University of California, many 
        are also concerned with their benefits under the University's 
        pension system. It is important to reassure employees, that, 
        regardless of the outcome of the future competition, those 
        benefits will be protected. Otherwise, we could face a 
        significant challenge to morale and, potentially, a devastating 
        exodus of the most experienced employees.
<bullet> That you direct us to continue to monitor progress and 
        subsequent information from either internal or external reviews 
        in order to provide additional recommendations as facts and 
        circumstances develop that warrant additional action.
    Lawrence Livermore National Laboratory. The University of 
California also manages the Lawrence Livermore National Laboratory 
under a separate, but essentially identical, contract as the contract 
with Los Alamos. Our review did not explicitly cover Lawrence Livermore 
National Laboratory and we believe that there is no need to make even a 
preliminary decision on whether to extend or compete the Lawrence 
Livermore contract when it expires in September 2005. Such a decision 
can clearly be deferred and can await, among other things, the results 
of the recently established Blue Ribbon Panel. There is no legal reason 
why the Department could not choose to compete the Los Alamos contract 
and extend the Lawrence Livermore contract, and the Secretary should 
continue to hold that option open.
    Additional issues. An important aspect of the problems of Los 
Alamos has been the potential loss of Congressional and public trust 
resulting from the revelations of the serious management deficiencies 
at the Laboratory. This problem was exacerbated by two factors:
<bullet> The current Government rules on property accountability 
        significantly overstate the value of the unaccounted for 
        property. Government rules require that property be carried at 
        its original cost. Thus, for example, an obsolete computer that 
        would not fetch $50 at a yard sale is carried at its original 
        purchase value of several thousand dollars. A 35 year-old 
        forklift, which any business would have written off as an asset 
        through depreciation years ago, is carried at its original 
        cost. As a result, the apparent dollar value of un-located 
        property overstated the actual magnitude of the problem and 
        diverted the attention from the more systemic problems. The 
        Secretary should direct that the Department seek authority to 
        revise government property accounting rules to be more 
        consistent with those used in the private sector.
<bullet> The grading system at Los Alamos, adapted from other 
        Government systems, is based on a scale of Outstanding, 
        Excellent, Good, Satisfactory, and Unsatisfactory. This scale 
        suffers from what might be called ``rhetorical grade 
        inflation.'' Thus, a mark of ``Excellent'' conveys a sense of 
        exceptional performance, when, in fact, it is used for routine 
        performance. The Secretary should direct that in future 
        contracts the NNSA Administrator use a descriptive system that 
        will more accurately reflect the intent of a particular grade.
    The grading problem is simply one example of a broader set of 
concerns raised over the issues relating to competition of Federally 
Funded Research and Development Centers such as Los Alamos. Although it 
was not specifically established with any one facility in mind, the 
Blue Ribbon Panel discussed above was created in part because it became 
clear that any decision to compete was increasingly perceived as a 
repudiation of an incumbent contractor. This is a view that has 
undoubtedly grown over many decades, but it has had unfortunate 
consequences. Incumbent contractors view their choices as being either 
a series of contract extensions, or loss of the contract. As a result, 
incumbent contractors often assert that they will be unwilling to 
participate in a competition.<SUP>6</SUP> We recommend that the 
Department explore ways in which to not only take into account truly 
outstanding performance but also to encourage contractors who might 
fall short during a contract term to strive to develop plans to correct 
problems so that they may compete and succeed.
---------------------------------------------------------------------------
    \6\ The wide spread perception that no incumbent DOE contractor has 
ever prevailed in a competition is one manifestation of this attitude. 
The perception is wrong. There are at least four instances where 
incumbents have retained contracts following competition, including one 
Federally Funded Research and Development Center (National Renewable 
Energy Laboratory). Still, the perception exists and needs to be 
dispelled.
---------------------------------------------------------------------------
    An equally important concern is the overall ``stove piped'' nature 
of the NNSA evaluation system in place at Los Alamos (and elsewhere). 
The contract entered into in January 2001 established a performance 
review process that considered individual areas in isolation. By 
failing to consider relationships between different processes, it 
failed to detect overall systemic problems and thus failed to capture 
the type of management failures that we are addressing in this 
memorandum. As a result, the performance review process assigned an 
``Excellent'' rating to the Laboratory management almost simultaneously 
with the Secretary of Energy stating publicly that there was a 
``systemic management failure.'' We therefore recommend that all 
current and future contracts be reviewed in order to ensure that 
performance reviews capture the crosscutting information necessary to 
form a complete picture of performance.<SUP>7</SUP>
---------------------------------------------------------------------------
    \7\ Recent changes in NNSA evaluation procedures are designed to 
ensure a focus on broad management issues. It is important that these 
changes be pursued vigorously.
---------------------------------------------------------------------------
    Concluding observation. We believe it is important to recognize 
that the overwhelming majority of Los Alamos employees--in all areas, 
including business services--are honest, dedicated, competent, and hard 
working. Ultimately, the value of the Laboratory lies not in expensive 
technology, but in people. The failures at Los Alamos are real, but 
they are the failures of a few. As we implement changes, we urge that 
all levels of the Department emphasize this fact at every opportunity.
                  Inspector General Reports consulted
Completed reports
------------------------------------------------------------------------
           Report Number                      Title          Date Issued
------------------------------------------------------------------------
L-03-06............................  Recruitment and          11/27/2002
                                      Retention at the Los
                                      Alamos and Lawrence
                                      Livermore National
                                      Laboratories.
S02IS013...........................  Inspection of 2001       01/12/2003
                                      Safeguards and
                                      Security Survey of
                                      Los Alamos National
                                      Laboratory.
IG-0584............................  Special Inquiry:         01/28/2003
                                      Operations at Los
                                      Alamos National
                                      Laboratory.
IG-0587............................  Inspection of Firearms   02/21/2003
                                      Internal Controls at
                                      Los Alamos National
                                      Laboratory.
IG-0591............................  Allegations Concerning   03/20/2003
                                      the Reporting of a
                                      Radiological Incident
                                      at LANL.
IG-0596............................  University of            04/16/2003
                                      California's Costs
                                      Claimed And Related
                                      Internal Controls for
                                      Operation of Los
                                      Alamos National
                                      Laboratory.
IG-0597............................  Inspection of Internal   04/24/2003
                                      Controls Over
                                      Personal Computers at
                                      Los Alamos National
                                      Laboratory (Interim
                                      Report).
------------------------------------------------------------------------
Reports not yet made public but where we have reviewed draft findings
    The Dual Axis Radiographic Hydrodynamic Test Facility (Draft 
Report)
Ongoing reports to which we have not yet had access <SUP>8</SUP>
---------------------------------------------------------------------------
    \8\ We have no reason to believe that any of the ongoing 
investigations and audits would change the recommendations of this 
report.
---------------------------------------------------------------------------
    LANL's Nuclear Materials Stabilization Program
    Various Law Enforcement Sensitive reports on criminal activity
    Mr. Greenwood. Thank you, Ambassador.
    The Chair recognizes himself for 10 minutes for the purpose 
of inquiry.
    From the Wen Ho Lee situation in 1999 to the missing hard 
drive management failures at Los Alamos, consistent gender and 
minority employment discrimination lawsuits, billion dollar 
cost overruns and the most recent allegations of 
counterintelligence and business operations problems, the 
University of California has faced a variety of challenges in 
its management of its national laboratories over the past 5 
years. A question for both of you gentlemen is what caused DOE 
and NNSA to finally decide to compete the Los Alamos contract? 
What was the proverbial straw that broke the camel's back? What 
was the most important consideration in the decision to pursue 
competition?
    Mr. McSlarrow. There were a number of factors, but in terms 
of isolating the central precipitating factor I would say it 
was a recognition that the management itself at Los Alamos was 
not on top of the problems and a recognition that, if that were 
true, it required the university to step up to the plate and 
insure that it was fixed; and we didn't see that. That's 
something that took place over a period of meetings and 
discussions last fall.
    This country made a decision fundamentally a long time ago 
that this kind of big-time science and national security work 
is going to be done with contractor-operated facilities, and 
that places an enormous burden on the actual management of any 
facility and the contractor who's responsible for oversight. So 
it's hard to isolate a particular incident, but I think that 
would be the central point.
    Mr. Brooks. I would add, Mr. Chairman, that in some ways 
the focus on particular incidents is what got us into this 
problem, that the incident standing alone can be looked at and 
there are reasons for each of them. The problem has been that 
the aggregate revealed a broad pattern of management problems, 
and I think that probably was the most important recognition 
and that's what in my statement I alluded to, trying to focus 
our future oversight more on interrelations and broad issues 
rather than dealing on an incident-by-incident event. So I 
think it was the interrelationship of everything, rather than 
any specific incident that, at least in my mind, led to this 
conclusion.
    Mr. Greenwood. Mr. Ambassador, you, in your opening 
statement, referred to the culture at the lab and said that 
that is the most difficult thing--the most difficult challenge 
is to change that culture. A culture like that does not develop 
in a vacuum. It develops fundamentally, it seems to me--I think 
it's human nature for cultures to develop when there are no 
consequences either in sufficient oversight or no consequences 
to actions. We hold the management at the lab responsible for 
that. We hold the university responsible for that. We also have 
to hold the Department responsible for that.
    Now I know that the top management of the Department 
changes with elections. But who were the folks who have been 
consistently at the Department whose job it was to provide this 
oversight? And what consequences do they face?
    Mr. Brooks. Mr. Chairman, I believe that the problem with 
the Department oversight was not primarily failure of 
individuals but failure of structure.
    Mr. Greenwood. Well, somebody has a responsibility to 
create that structure. An individual has the responsibility to 
create that structure.
    Mr. Brooks. Yes, sir, I do; and that's what I'm doing. And 
that's what my predecessor had determined to do. So we had a 
structure in NNSA which Secretary Abraham and Deputy Secretary 
McSlarrow inherited and my predecessor inherited when he 
started to stand up NNSA in which there was confused roles and 
responsibilities between headquarters and the field and 
multiple layers of organization within the field; and, 
therefore, it is not possible to point with certainty to the 
single individual. We're changing that. We're right now looking 
forward.
    You point to two people. You can point to me, and I can 
point to my site manager, and everybody else in my organization 
is supposed to support one or the other of us. So I have not 
attempted to go back and identify specific individuals in the 
past, because I think the problems in the past were 
organizational and structural and that's the reason we are in 
the process of implementing this major reorganization that we 
announced in December.
    Mr. Greenwood. I think you said that there was not a focus 
on business management. Did you mean to say that the University 
of California was not focusing on business management or the 
Department was not focusing on business management?
    Mr. Brooks. The university was not focused on business 
management. And, to be fair, in looking back at our 
interactions with the university since this administration came 
in, I don't think we were encouraging them to focus on business 
management. We were----
    Mr. Greenwood. Well, in fact, they were rated on business 
management; and I think they were given an excellent rating.
    Mr. Brooks. They were.
    Mr. Greenwood. So I guess what I'm trying to figure out, is 
it that no one was focusing on it? Is it that a review that 
granted them an excellent rating, was that--in retrospect, was 
that a cursory and superficial review? How can you rate--how 
can you rate--decide to rate business management, rate it 
excellent and then our committee staff over a short period of 
time takes a cursory look and finds the kinds of things that we 
found.
    Mr. Brooks. Because we were using a mechanistic approach 
which set up criteria; and if you met those criteria, didn't 
look at whether they tracked with other criteria and didn't 
look back to say are you doing a sensible result. So that our 
problem with the former rating system was that it was narrow 
and stove-piped.
    Mr. Greenwood. Let me ask you this question. How many labs 
does the Department oversee?
    Mr. Brooks. The Department oversees 10; the National 
Nuclear Security Administration oversees three of those.
    Mr. Greenwood. Okay. Is what's true--just in talking about 
the way reviews are conducted, whether they're mechanistic, 
whether they can be described otherwise and whether they are 
adequate or not, does that apply to the other labs for which 
the Department has responsibility? Are their things done 
differently?
    Mr. Brooks. I can only speak for the two other labs which I 
have responsibility for, and I'll let the Deputy speak for the 
rest of the Department.
    The system at Livermore is essentially identical to Los 
Alamos both in its past and in its future. The system at 
Sandia, because that's a separate contract, is comparable; and 
in all of those cases we are moving to a broader new method of 
oversight.
    Evaluation, in my opinion, always walks between two 
dangers. One is, if you try to be very, very objective, 
quantifiable, X percent of that, Y percent of this, you can 
lead to a result where you're not looking at the connections 
between areas. That's the problem we're in now. The other thing 
is, if you use broad, subjective judgment, you run the risk of 
that judgment being influenced by external factors. What we are 
trying to do now is apply broad subjective judgment but in 
areas where we can actually tell.
    I believe that the system that we have put in place with 
Appendix F with the University of California, the new model of 
oversight that we are putting in place with the Federal 
employees is going to be substantially better. But we'll know 
that better in a year. We'll know that really well in 2.
    So I think we are moving in the right direction, but I 
don't want to assert that I can prove that all the problems are 
solved because I can't prove that yet.
    Mr. Greenwood. Well, to make it very simple, we in the 
Congress are responsible to make sure, and particularly this 
committee, that taxpayers get the most bang for the buck.
    Mr. Brooks. Yes, sir.
    Mr. Greenwood. I think what everybody said is the bang is 
pretty good. Okay. The science, the work that's done there has 
been excellent. But its stewardship of the taxpayers' dollar 
has not. And I think what we're looking for not only at Los 
Alamos about across the board is that the Department of Energy 
has in place individuals who get up in the morning and think 
about whether or not the taxpayers dollars are being well 
protected there and not used like monopoly money but used like 
the hard-earned dollars that the taxpayers provide to the 
project.
    Mr. Brooks. At the three labs that I supervise I'm 
confident I have people like that because I picked them.
    Mr. Greenwood. Okay. Let me just let the Deputy Secretary 
respond with regard to the supervision of the other labs.
    Mr. McSlarrow. Like the Ambassador, I'm confident that we 
have the right people who get what you just said. The Secretary 
has made very clear to me and I've made very clear to everybody 
else one of the things that we were not happy with when we came 
into office was a lack of line management control.
    We've made a number of organizational changes. Obviously, 
the most difficult was NNSA, standing up that organization, but 
we've made great strides. But it's been true on the other side 
of the Energy Department as well; and I know exactly who to go 
to and who's responsible for these kinds of decisions. The 
President, through his management agenda and what we've done in 
terms of contract management, have made a number of changes 
that lead me to be very confident. That's not to say we're not 
going to have any problems. But if you're going to have 
problems, you've got to identify them early, and you have to 
fix them. You've got to know who's responsible, and I think 
we're well on our way to achieving that.
    Mr. Greenwood. The Chair recognizes the gentleman from 
Florida for 10 minutes.
    Mr. Deutsch. Thank you, Mr. Chairman.
    Thank you, Ambassador Brooks, and thank you for your 
personal work and your staffs' work on the enriched uranium 
issue. I appreciate your help.
    Ambassador Brooks, it appears that you and Mr. McSlarrow 
think that most of these problems were of relatively recent 
origin, even though the DOE Inspector General has been bringing 
business control problems to DOE's attention for years. For 
example, the Inspector General said in 2000 and 2001 that it 
could not sign off on the allowability of costs for Los Alamos. 
Where was DOE, where was NNSA at that point in time?
    Mr. Brooks. I tried to say in my statement that, in 
hindsight, there were a number of warning signs where the 
reaction was to deal with the specific problem and not look to 
see if it was systemic. And the answer is that, in failing to 
look and see if we had systemic problems, we were not where we 
should have been.
    On the other hand, with the greatest respect, 2001 was a 
different leadership team, and so I wasn't there, and I don't 
want to try and characterize why people made particular 
decisions that they made.
    We have been trying to look at this broadly. We have looked 
at the past Inspector General reports, and that's one of the 
things we discovered, was this pattern.
    Mr. Deutsch. Right. I guess the question, though, is that 
the IG--this is not the first year that the IG has not signed 
off and, you know, acknowledged these problems. And I guess the 
question in 2000 and 2001 also is why should we believe that 
this year is going to be any different than the prior 2 years?
    Mr. Brooks. I don't think you should. I don't think there 
is any reason for you to. I think you should wait for a year 
and see because you're going to be able to tell by then.
    As I attempted to make clear in my opening statement and as 
the university has made clear in its discussion, we are 
beginning a process. None of the witnesses you hear today will 
suggest that we have, ``solved the problems at Los Alamos.'' 
What we will suggest, I believe, is that we are on the right 
direction to solve them with the right management attention and 
the right sense of urgency. But as both you and the chairman 
commented in your opening statement, it took us a long time to 
get here and I think it is going to take us a while to get off. 
So I can't speak for failures before I got here. All I can tell 
you is that Secretary Abraham has made it very clear to me, Mr. 
McSlarrow has made it very clear to me that he doesn't expect 
us to fail this time. And I spent a long time in the military. 
I understand direct orders very well.
    Mr. Deutsch. Right. Appendix O agreed to in 2000 which was 
supposed to fix all problems included a provision that the Vice 
President of Management was supposed to implement best business 
practices in support of core mission requirements. We didn't 
find any evidence that Dr. McTague made any attempt to do this, 
nor do we find any evidence that DOE followed up on this 
requirement. Can you explain the response--your response of 
allowing the university's activity or no follow-up on this 
issue?
    Mr. Brooks. I think you've just quoted my statement, sir. 
That's exactly the problem, that neither the university nor we 
followed up on that part. And I can't explain it. I mean, in 
hindsight, knowing where we are now, we should have been more 
vigorous on that. We were focused--in our minds, on the 
problems that led to Appendix O were primarily in other areas, 
and that's where we focused.
    I think the lesson that you get out of this is that high-
level attention tends to fix problems. We focused on problems 
of security, and largely those problems have improved. We 
didn't focus on business services.
    The idea of the new model of oversight is to make sure we 
focus on everything. One of the things we have to do that we 
have not yet done that is alluded to in our report is look to 
see whether we need to change the contract, including Appendix 
F, to make sure we don't fall into that trap again.
    Mr. Deutsch. Okay. I think this is a really different 
question, and I'm just trying to get to the same failures that 
occurred. Can you explain to us why DOE didn't seem to care 
about the lack of independence of the lab's auditors and its 
failure to complete literally hundreds of audits on time?
    Mr. Brooks. No, I can't explain that, sir. And let me tell 
you what I can say. As you know, while it's a matter of some 
dispute in terms of cost allowability terms, the Inspector 
General has consistently found that the audit function at the 
lab was ineffective. The university has found that. I cannot 
explain now, of my own knowledge, why we didn't stumble on that 
fact earlier. I mean, in hindsight, it's glaringly obvious; and 
I can't explain why my oversight didn't find that.
    Mr. Deutsch. All right. Thank you.
    Mr. Greenwood. The Chair recognizes the gentleman from 
Oregon for 10 minutes for questioning.
    Mr. Walden. Thank you very much, Mr. Chairman.
    Ambassador, you've recommended that Los Alamos contract not 
shift between science and--not be split, I mean, between 
science and management. My understanding is that there are 
other national labs like Oak Ridge and even Hanford out in the 
Northwest, for example, that have managed to sever significant 
portions of their management responsibilities among different 
contractors. Why is it that you've rejected that concept out of 
hand at the beginning? Or Mr. Secretary.
    Mr. McSlarrow. If I could just--because I'm much more 
familiar than the Ambassador with those other sites. I would 
say while the site may actually have some different 
contractors, when you look at a lab and the facility that's 
doing the science there they do have a contractor who has 
integrated business and science. So what's different about Los 
Alamos, for example, is it's the same contractor at the same 
site and all the missions are all there. As you well know, at 
Hanford and sites like that, you've got a lot of different 
things going on. At least for the Los Alamos lab it is 
integrated.
    Mr. Walden. But you don't think that could happen. You 
don't think it makes any sense to look at----
    Mr. Brooks. No, because the mission is so integrated at the 
lab, I don't. And I do believe, as I tried to say in my opening 
statement, that if the problem is that science and business 
services are not connected, you don't solve that problem by 
having them report to different people. You solve that problem 
by having the people they report to value both of them as the 
interim laboratory director does now and then by having the 
overall management be somebody who has expertise in both of 
them.
    Now our report, in urging the university to compete for the 
contract, acknowledges that it may want to bring in some kind 
of partner. But that's a decision for the future. So I don't 
mean to reject drawing on outside expertise, but these are at 
the macro level single mission laboratories, and I think they 
need to be run by a single person.
    Mr. Walden. All right. In your statement, apparently to 
committee staff, you said you were trying to work around the 
problems related to the costs of bidding on a project the size 
of Los Alamos and that you wanted all the entities who bid to 
be on a level playing field. I've heard estimates that it may 
cost as much as $25 million to simply bid on this contract. Is 
that an accurate number, a ball park number and how would you 
work around that?
    Mr. Brooks. That is a higher figure but not dramatically 
higher than estimates I have heard. I've heard numbers more 
like 10. But large procurements are very expensive. We believe 
that it is possible to find the mechanism which would allow the 
university to compete without--the university's operation of 
the lab financially has all been on a cost-neutral basis.
    Mr. Walden. I understand.
    Mr. Brooks. The State doesn't make any money off of it. The 
State doesn't spend any money. The current rules on what the 
university can use retained earnings for were drafted in an era 
when, as several of your colleagues stated, there was a de 
facto assumption that this was going to go on noncompetitively 
forever.
    We believe that it is quite possible to modify those rules, 
but when you're dealing with things that involve procurement 
regulations and law, I really am reluctant to get into any kind 
of detail in an area in which I lack expertise.
    One of the reasons I want to start now is to make sure 
that, on the one hand, I'm positive I can do this. But I can do 
it in a way that is both seen and actually is fair to both the 
incumbent contractor and somebody else who wants to do it. A 
level playing field means just that to us.
    Mr. Walden. I guess as I read some of the information here 
today from--I think it was the Secretary, perhaps, and the 
documentations or the memorandum from the Deputy that I just 
wondered, if I'm a university taking a look at this or some 
other group taking a look at this contract, do you think what's 
written here basically says that the University of California 
has done a great job or a good job, has addressed the 
management problems--I mean, I read that in here--and should be 
encouraged to reapply? Would those be words of discouragement 
to anybody else taking a look at it if, in fact, they have got 
to also roll the dice on maybe $10 million or more? I mean, is 
it a----
    Mr. Brooks. Well, they're not intended to be.
    Mr. Walden. But if you were an outside per