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Revision B

1. Summary. 1

2. SIM/PQ Mission Overview.. 3

3. Further Details on this Call 4

4. Conceptual Schedule. 5

5. Award Value and Follow-on Activity. 5

6. Proposal Evaluation Criteria. 5

7. Proposal Specifications. 6

8. Proposal Submission. 6

9. Statement of Work. 7

10. References. 7

 

1. Summary

The Space Interferometry Mission—PlanetQuest (SIM/PQ) Project at JPL seeks several teams of scientists (the “external teams”) to participate in a near-term project to calculate the ability of SIM/PQ to detect an Earth-mass planet in the habitable zone (HZ) around a nearby star, in the presence of a multiple-planet system as well as instrumental and astrophysical noise.  The goal is to perform a double-blind test to understand the ability of the combination of the astrometric SIM/PQ mission, when combined with ground-based radial-velocity (RV) observations, to detect terrestrial-mass exoplanets, and to establish the minimum requirements on this combination. 

There will be three types of science teams (A, B, and C) involved in reaching the goal of this Call.  Teams A and C will be comprised of constituent teams, e.g., A1, A2, … and C1, C2, … .  In brief, the roles of these teams are as follows.

Team A.  Planetary system model generating teams, designated A1, A2, etc.  Will provide current best estimates of model planetary system parameters (mass and orbital elements).  Teams will be directly funded by the SIM Project.  This Call does not solicit participation in Team A activities.

Team B.  Data modeling team.  Based at Michelson Science Center and JPL, will take input models from Team A, and generate astrometric and RV simulated data for these targets.  This Call does not solicit participation in Team B.

Team C. Data analysis teams, designated C1, C2, etc.  Will analyze simulated data sets to estimate planetary system parameters, in a double-blind test.  This Call solicits participation in Team C activities.

A more detailed description of these activities, in approximate but overlapping time order, is as follows.

Team A, Model Generation.  These teams will provide model planetary systems that are based on current best estimates of the distributions of exoplanet masses and orbital elements in stable or nominally stable configurations.  These model systems are expected to contain planets ranging in mass from terrestrial to gas giant, and covering a wide range of orbital parameters, as found in current planet formation and migration theories.  Models which happen to feature a terrestrial mass planet in the habitable zone will be directly relevant to the goal of this Call, and models which do not will provide valuable comparison cases.

Team B, Data Modeling.  This team of scientists at the Michelson Science Center, firewalled from all other participants in this project, will build simulated data sets, based on model planetary systems from Team A, representing the type of data expected from a typical SIM/PQ mission profile in combination with a representative program of ground-based RV measurements.  The RV measurements may extend over a significantly longer period of time than the astrometric measurements, and in particular a long enough period so as to capture a larger part of a typical outer planet orbital period than the astrometric observations might be able to sample.  The model target stars will be drawn from a pre-determined list of nearby stars that are accessible to SIM/PQ (see web reference).  The properties of the model target stars (e.g., spectral type, mass, distance) will be according to current best estimates.  The data sets will include parallax, proper motion, systemic radial velocity of each star (target and reference), and the motion of the spacecraft in the Solar System. 

To keep this exercise tractable, weak astrophysical effects such as spots on the target and reference stars, and planets around the reference stars, as well as weak instrumental effects such as thermal drifts and spacecraft ageing, all will be subsumed into the error bars of individual measurements.  Higher-order effects that are expected to be completely removable, such as gravitational deflection and aberration of light, will not be included. 

However the data sets will include expected instrumental and astrophysical noise (about 1 microarcsec and 1 m/s rms per measurement, respectively).  The simulated data sets will be composed of time-series of individual synthetic observations, at hundreds of epochs per star, of the form (t, x, y) and (t, v) for astrometric and RV data, respectively, where t is the epoch of either the astrometric or RV observation (plus estimates of the associated measurement uncertainties), x and y are components of the two-dimensional sky separation from the target to a reference star, projected onto an orthogonal coordinate system in the plane of the sky (e.g. local RA and Dec) , and v is the measured radial velocity (referenced to the solar-system barycenter, and with its associated uncertainty). 

Team C, Data Analysis.   We seek several teams to analyze simulated data that will be generated from the planetary system models of Team A and the data modeling of Team B.  One of these groups will be a subset of the SIM Science Team (http://planetquest.jpl.nasa.gov/SIM/sim_team.cfm , the “internal team”), and the others will be competitively selected from the responses to this Call (the “external teams”).  Internal team members are not eligible to participate as members of the external teams.  After the Team C groups are selected through the present Call, this step will be carried out in two stages.   (a) The Team C groups will be given practice data sets to analyze, along with the answers, i.e., the detailed model input and noise-generation information.  This will allow the teams to exercise their software.  It will also permit refinements in the overall process.  (b) The teams will be given data sets without answers, which they will analyze as they see appropriate.  This double-blind test is the heart of the exercise.  In the present context, the term “data analysis” means the process of starting with simulated data, projecting out of this data the underlying signatures of planetary masses and orbits, and applying appropriate statistical tests to demonstrate the degree to which the signatures thus obtained are likely to correspond to real planets and orbits. 

Finally, the Analysis Output from the Team C groups will be compiled by the SIM/PQ Project at JPL, in consultation with all participating Teams (A, B C) and outside experts, and the results communicated to NASA HQ as well as being made available publicly.  We expect that the methods and results of this work, including both the Model Input and Analysis Output, will be published in the refereed scientific literature.  The complete process will be overseen by an External Independent Review Board (EIRB) of scientists, appointed by NASA HQ.  Participants will be expected to make occasional presentations to the EIRB.

 

2. SIM/PQ Mission Overview

SIM/PQ is a space-based interferometric astrometry mission that could operate in the coming decade.  SIM/PQ makes its astrometric measurements with a Michelson stellar interferometer operating in the optical passband (approximately 400 – 950 nm). Operating for a minimum of a five-year prime mission with a possible extended mission of 10 years, SIM/PQ measures apparent astrometric positions and motions of objects by means of repeated systematic coverage of the available celestial sphere over its mission lifetime.  SIM/PQ will be launched into a heliocentric Earth-trailing orbit similar to the Spitzer Space Telescope orbit. In this orbit SIM/PQ will slowly drift away from the Earth at a rate of slightly more than 0.1 AU per year. A variant of the SIM/PQ mission, presently called SIM-Lite, has the same astrometric performance as SIM/PQ on bright sources, differing only in the total number of observable stars. The data and analysis will be identical for these two variants.  In order to maintain thermal stability SIM/PQ will maintain several line-of-sight exclusion regions on the sky, the most important being the solar exclusion region – roughly speaking the instrument may not point within approximately 60º of the sun. This solar exclusion restriction means that roughly 75% of the sky is available at any instant, and as the spacecraft orbits the sun the full 100% of the sky becomes accessible.

A general overview of the existing SIM/PQ science program is given in Unwin et al. 2007. A key focus of SIM/PQ is high-precision narrow-angle differential astrometry, with the intent to detect and characterize exoplanets and exoplanet systems around nearby stars (e.g., see Sozzetti et al. 2002; Sozzetti et al. 2003; Ford & Tremaine 2003; Catanzarite et al. 2006; and Unwin et al. 2007). SIM/PQ will be capable of approximately 1 as-precision (per measurement) astrometry relative to reference stars in a narrow field of approximately 1 degree, and anchored against drift and rotation by an external astrometric grid. Additional details are given in Unwin et al. 2007.  See the web references for a data sheet containing technical specifications and expected performance of SIM/PQ and SIM-Lite.

 

3. Further Details on this Call

The successful teams are expected to be knowledgeable in the current field of exoplanets and exoplanet orbital distributions, methods for orbit estimation, and methods of general astrometry and radial velocity analysis. The successful external teams will work with (but independently from and in parallel to) the internal team.

The value of this award, per selected team, for the initial phase leading to a mid-summer 2008 reporting milestone, and a completion date per the Schedule, is dependent upon the needs of the teams and the funds available.  Interested PIs should submit a proposal outlining their team’s qualifications and analysis plans.  See the Schedule section for dates.

As presently envisioned, this simulation program will continue into a second phase in 2008 and 2009, with additional experiments against a greater diversity of exoplanet system architectures. Successful external teams selected in this solicitation will be invited to continue in the simulation program contingent on the availability of funds, and successful performance in the first phase of the simulation program.

The synthetic astrometric data for these experiments will be of the form of a time-series of two-dimensional separations between a target star and nearby reference stars (plus error estimates in the separations). The synthetic supporting RV data will be of the form of time series of barycentric radial velocities for the target star as a function of time.

It is important to understand that no SIM/PQ observing time is available as a part of this solicitation, and no preferential consideration in future SIM/PQ observing solicitations is guaranteed or implied as a result of participation in this opportunity.

This Call is being targeted at individuals who, as judged by their past scientific publications, are expected to have a potential interest in the current project.  These individuals may lead teams, participate in teams, or participate as individuals.  However, participation at any level is not restricted to these individuals. Individuals who are currently receiving significant funding from the SIM Project may not participate.

The opportunity to propose as a Principal Investigator for this solicitation is open to all U.S.-based scientists having their principal affiliation at a U.S. institution.  U.S. citizenship is not required.

If you have questions on Team C activities, contact Wes Traub at wtraub@jpl.nasa.gov, or questions on contractual issues, contact Andy Boden at bode@ipac.caltech.edu . A list of all submitted questions and answers will be posted at the solicitation description page http://msc.caltech.edu/missions/SIMPQ/SIMCall/index.html .

4. Conceptual Schedule

A conceptual schedule of activities is given below.  This schedule puts an emphasis on a team's ability to operate in a timely fashion.  This schedule covers the “initial performance period”, defined as 1 April 2008 through 30 September 2008.  In addition to the events listed, there will be weekly telecons, monthly status reports to the EIRB, and occasional meetings in Pasadena (see Sec.7).

February:        Release Call for Proposals.

March:             Analysis proposals due.

April & May:    Initiate contract, get existing algorithms, results, and experience to date from SIM                                     Project, develop new algorithms and run test cases supplied by Project.

June:               Run preliminary blind test cases.

July:                Run final blind cases.  Assist SIM Project in preparing interim report.

August:            Prepare final report.  Prepare papers for publication.

September:     Submit final report.  End of work under the present Call.

FY2009:          Subsequent work is likely, following up on the FY08 results.

5. Award Value and Follow-on Activity

The value of this award will depend upon the requirements of each team for the initial performance period, and the available funds.  We are targeting an estimated value of 50 – 125 K$, per selected team, for FY08 activities.  Successful applicants will be funded through an appropriate funding mechanism from JPL for the initial performance period. Contingent upon the availability of funds and satisfactory completion of the phase-one study, a second increment per continuing team may fund additional activity under a follow-on contract in FY 2009.

 

6. Proposal Evaluation Criteria

Proposals submitted in response to this solicitation will be evaluated based upon the following criteria:

1.    Demonstrated understanding of the scientific context and background of the science goals of this solicitation:

a.    Current state of the exoplanet field in general, and the status of exoplanet orbital element distributions and multiple exoplanet systems in particular,

b.    General familiarity with astrometric and RV analysis techniques.

2.    Detailed plan for the analysis of the synthetic experiments and reporting results to the SIM/PQ Science Team, the SIM Project, and the Navigator External Review Board in a timely manner.

3.    Plan for synthetic data modeling and interpretation to include such topics as:

a.    Estimation of local frame parameters, including the estimation of relative proper motion and parallax between experiment target and reference stars,

b.    Multiple-planet orbital estimation and hypothesis testing techniques,

c.    Methods for estimating confidence levels and statistical significance of various modeling hypotheses.

4.    Compliance with rules regarding team and institutional eligibility, proposal format and contents.

5.    Cost realism and reasonableness of the proposed activity

7. Proposal Specifications

The total proposal length must be 11 single-sided pages, or less (plus vita information; see item d below). All proposals shall be submitted on-line in PDF, PostScript, or MS Word format per the Schedule.  The proposal should contain the following three sections, formatted with 12 point font and 1 inch margins:

(a) Title page (one page): Proposal title, PI (one only) and co-I names and affiliations, contact author identified with address, email, telephones, and fax.

(b) Scientific and technical narrative, including figures and references (eight pages or less, including figures, tables, and references).  This should include an indication of the qualifications of the team for this project, a description of how the team will address the goals of this solicitation, a brief description of the type of information that the team expects to provide, and an indication of how the team intends to provide their results to the SIM/PQ project. 

(c) Budget estimate for the initial performance period, including narrative justification for all items of cost as a basis of the estimate (two pages or less).  Include the cost of travel for selected team members to two meetings, two full days each, in Pasadena.

(d) Brief summary vitas for the PI (one page or less) and Co-I’s (1 page or less), including experience and relevant literature references.  Vita summaries will not be counted against the proposal page count.

All information and materials submitted in response to this call will be considered sensitive, and will be protected according to the MSC Privacy Policy  http://msc.caltech.edu/about/privacy.html .

 

8. Proposal Submission

Proposals must be submitted on-line through the MSC proposal submission portal  (see call information at http://msc.caltech.edu/missions/SIMPQ/SIMCall/index.html, including a link to the submission portal at https://koa.ipac.caltech.edu/applications/SIMProp).  Required proposal materials must be submitted to the submission portal in PDF, PostScript, or MS Word format, and must be submitted not later than 5pm PST Monday, 17 March 2008. 

Required institutionally endorsed proposal materials (e.g. official budgets) may follow on-line submission by mail, and must be received at the address below not later than 5pm PST Tuesday 25 March 2008.  Selected teams will be required to provide a proposal package consisting of a statement of work (see below), a cost proposal, and a cover letter signed by personnel authorized to commit the organization to contracts.

 

Written correspondence and supporting proposal materials should be mailed to:

            Dr. Dawn M. Gelino

            Caltech 100-22

            Michelson Science Center

            770 S. Wilson Ave

            Pasadena CA  91125

 

9. Statement of Work

A draft analysis team statement of work (SOW) for this activity is provided at the solicitation description page (http://msc.caltech.edu/missions/SIMPQ/SIMCall/index.html).  This draft SOW is provided as a sample description of the activities to be accomplished during the first phase of the analysis effort (as described in sections 1 and 4 of this solicitation).  An official SOW will be established for selected teams as part of the award contract.

 

10. References

SIM/PQ Web References:

·         Mission/General Description: http://planetquest.jpl.nasa.gov/SIM/sim_index.cfm

·         Science Goals Summary: http://planetquest.jpl.nasa.gov/SIM/sim_science_goals.cfm

·         Science Team: http://planetquest.jpl.nasa.gov/SIM/sim_team.cfm

·         Astronomer's Site: http://planetquest.jpl.nasa.gov/SIM/sim_AstroIndex.cfm

·         Sensitivity and Performance Estimation: http://mscweb.ipac.caltech.edu/ispot/

·         Target star list: http://planetquest.jpl.nasa.gov/SIM/sim_AstroIndex.cfm

·         Solicitation Description Page: http://msc.caltech.edu/missions/SIMPQ/SIMCall/index.html

·         Proposal Submission Portal: https://koa.ipac.caltech.edu/applications/SIMProp/

·         MSC Privacy Policy: http://msc.caltech.edu/about/privacy.html

 

 Literature References:

·         Catanzarite et al 2006, PASP 118, 1319, or http://lanl.arxiv.org/abs/astro-ph/0603681

·         Ford & Tremaine 2003, PASP 115, 1171, or http://lanl.arxiv.org/abs/astro-ph/0305030

·         Sozzetti et al 2002, PASP 114, 1173, or  http://lanl.arxiv.org/abs/astro-ph/0207222

·         Sozzetti et al 2003, PASP 115, 1072,or  http://lanl.arxiv.org/abs/astro-ph/0305253

·         Sozzetti 2005, PASP 117, 1021, or  http://lanl.arxiv.org/abs/astro-ph/0507115

·         Unwin et al 2008, PASP 120, 38, or http://lanl.arxiv.org/abs/0708.3953



Last Updated:
  25 Feb 2008