Project Green House. Green Team. Making the world greener one house at a time

Transcription

1 Project Green House Making the world greener one house at a time UC Berkeley Extension, Business and Management UCB X470 Project Management February 2008 Green Team Lori Plein Anne Cairney Ferdinand Bueno Angela Miller Amelia Hill Prachya Wongwaree Mays Alhasan Rebecca Anderson

2 Table of Contents 1.0 Project Lifecycle Scope Statement Work Breakdown Structure Stakeholder Analysis Schedule Baseline Cost Baseline Communication Plan Responsibility Assignment Matrix Risk Response Plan 13

3 1.0 Project Lifecycle: Linear Approach Phase Name* Feasibility Planning & Design Construction Turn Over & Close Out Project Management Deliverables Product Process Deliverables Preliminary Scope Project Charter Risk Identification Land Assessment Project Management Plan - Scope Statement - Project Schedule - Cost Baseline - WBS - Communication Plan - Change Control Plan - Risk Identification - Risk Response Planning Permits Design LEED Certified House Earned Value Status Report Deliverables Task Completed Risk Identification Order &Track Materials Build & Inspection (construction) Submit LEED Application (certification received) Final Walkthrough with Vendors Lessons Learned Closeout Meeting Customer Sign - Off * Each Phase has a Gate that includes Sign Off from Customer and Release of Funds ** Contingency Plans are built into this deliverable Green Team, Page 1 of 13

4 2.0 Scope Statement 2.1 Vision Statement Making the world greener, one house at a time is the company vision statement. The Green House project will directly contribute to the company vision statement by contributing a Leadership in Energy Excellence and Design (LEED) certified house to the market, which will serve to educate and inspire others. 2.2 Business Need Mr. & Mr. Greenland came to Green Team with an opportunity to a build a house on land which was inherited in South Lake Tahoe. The Greenlands are particularly interested in sustainable building design and would like to have a LEED certified house built by Green Team. 2.3 Project Description The project consists of building a vacation home for the Greenlands in South Lake Tahoe. Certain characteristics of the house were specified by the Greenlands as requirements, including: - 3 bedrooms - 2 bathrooms - 2 story - 3 car garage - Deck - Solar panels on the roof - Hot tub (to be placed on the deck) - EPA approved fireplace - Landscaping w/ garden - Energy star certified appliances - Well-insulated - A great room (living room + dining) - Use of fire retardant building materials - Use of as many recycled content materials as possible - Use of sustainable wood or bamboo flooring inside the house - LEED Certification upon completion Green Team s company is in the business of building Green Homes. To streamline operations, Green Team has a portfolio of over 100 house designs with corresponding blueprints (including mechanical and electrical specifications and material source lists). Customers wishing to use Green Team s services can pick from one of the house designs and work with an in-house architect to make minor customizations. All designs are partially approved by the United States Green Building Council (USGBC), which is governing body for LEED certifications. This enables Green Team to quickly obtain LEED certification upon project completion. 2.4 Project Lifestyle Approach As the requirements and solution are clear from the beginning, a linear project lifecycle approach was chosen. The art of building a house is very practiced with Green Team so the project has low complexity with an experienced and highly skilled team. There are low risks associated with this project, which added to the decision to use a linear lifecycle approach. Green Team, Page 2 of 13

5 2.5 Project Deliverables Is Green Building Landscaping Appliances (refrigerator, dishwasher, AC, stove, oven, etc) Flooring LEED Certification Solar Panel Installation Is Not Interior Design Ongoing Maintenance Move-in assistance Main utility lines Road 2.6 Assumptions We have an approved list of vendors to work with There is an existing road and utilities There is no homeowners association Certification does not take long 2.7 Constraints Achieving LEED certification is a requirement Budget of $1,035,000 Project finish date by the end of November, 2008 Green Team, Page 3 of 13

6 3.0 Work Breakdown Structure Feasibility Planning & Design Construction Turn Over & Close Out Project Management Preliminary scope Project plan Earned value management Lessons learned Project charter Scope statement Closeout meeting Risk identification Project schedule Change request management Cost baseline Change control plan Monitoring & control Communications plan Status reports Risk identification Risk response planning WBS Product Processes Land Assessment Permits Order materials Customer sign off Hire vendor Framing House Final payment Define requirements Electrical Landscape Escrow Foundation Build / Inspection Operational hand-off Plumbing Site work Walk thru w/ customer HVAC Foundation Punch list Design LEED certified house Framing Gather requirements Exterior finish Blue print Utility rough Approval Interior finish Landscaping Final walk thru with vendors Submit LEED application LEED certification received Feasible Approval: Design Plan Cost LEED Received Build / Landscape Approval Customer Acceptance Green Team, Page 4 of 13

7 4.0 Stakeholder Analysis Stakeholder Name Mr. & Mr. Greenland (Customers) Influence - Approvals - Release of Funds - Scope Influence - Communication Needs: what they need to contribute - Communication - Approvals Expectations: what success means to them - A green house built on time, on budget - House should be high quality and built to spec - LEED Certification - Status Team Company Approved Vendors - Budget - Schedule - Certification - Communication - Resources - Project Approval - Schedule - Quality - Communication - Communication - Clear responsibilities - Clear requirements - Provide Status to all - Submittal to USGBC - Communication - Pay vendors on time - Need to bill on time - Safe workplace - Clear expectations - Status updates - A green house built on time, on budget - Bonus! - Leaders in industry, featured in peer journals - Profit : on time, on / under budget - Recognition - Status - Paid on time - Recommendations - Status USGBC City, County (Planning, etc) Community* Bank - Certification - Evaluate Submittal - Approval - Status - Project Approval - Taxes - Permits - Budget - Set Standards - Culture - Influence City s approval of project - Processing Fee Amounts - Communication - Project Submittal - Fees - Permit approval - Compliance - Efficiency - Status - Safe Inspections - Communication - Standards are met - Increase property value - Nice community - Status - Funds - Funding source - Either a developed property with a lien or interest on a loan - Status * Assume no homeowners association Green Team, Page 5 of 13

8 5.0 Schedule Baseline ID Name Duration Start Finish Predecessors 1 Feasibility Phase 39.d 1/2/2008 2/25/ Conduct land assessment/environment impact study 20.d 1/21/2008 2/15/ Create project charter 1.d 1/2/2008 1/2/ Create preliminary scope document 1.d 1/14/2008 1/14/ Risk Identification 2.d 2/18/2008 2/19/ Conduct gate review & obtain approval to proceed to next phase 1.d 2/25/2008 2/25/ Planning & Design Phase 52.d 2/15/2008 4/28/ Architect Design 35.d 3/3/2008 4/18/ Finalize plans and develop estimate with owner, architect 30.d 3/3/2008 4/11/ Sign contract and notice to proceed 5.d 4/14/2008 4/18/ Obtain Permits 1.d 2/15/2008 2/15/ Framing 1.d 2/15/2008 2/15/ Apply for permits 1.d 2/15/2008 2/15/ Secure permits 1.d 2/15/2008 2/15/ Electrical 1.d 2/15/2008 2/15/ Apply for permits 1.d 2/15/2008 2/15/ Secure permits 1.d 2/15/2008 2/15/ Plumbing 1.d 2/15/2008 2/15/ Apply for permits 1.d 2/15/2008 2/15/ Secure permits 1.d 2/15/2008 2/15/ Electrical 1.d 2/15/2008 2/15/ Apply for permits 1.d 2/15/2008 2/15/ Secure permits 1.d 2/15/2008 2/15/ Create Project Plan 7.d 4/14/2008 4/22/ Detailed Project Scope Statement 2.d 4/14/2008 4/15/ WBS 2.d 4/16/2008 4/17/ Schedule 1.d 4/18/2008 4/18/ Cost Baseline 1.d 4/21/2008 4/21/ Communication Plan 1.d 4/22/2008 4/22/ Risk Management Plan 1.d 4/22/2008 4/22/ Conduct gate review & obtain approval to proceed to next phase 1.d 4/28/2008 4/28/ Construction Phase 150.d 4/28/ /21/ Procure Materials 3.d 4/28/2008 4/30/ Place orders 1.d 4/28/2008 4/28/ Receipt materials 1.d 4/30/2008 4/30/ Monitor Costs 123.d 5/1/ /20/ Compute Earned Value 123.d 5/1/ /20/ Reporting 123.d 5/1/ /20/ Provide construction status reports 123.d 5/1/ /20/ Build House 123.d 5/1/ /20/ Site Work 3.d 5/1/2008 5/5/ Clear and grub lot 1.d 5/1/2008 5/1/ Install temporary power service 1.d 5/2/2008 5/2/ Install underground utilities 1.d 5/5/2008 5/5/ Green Team, Page 6 of 13

9 ID Name Duration Start Finish Predecessors 45 Foundation 42.d 5/6/2008 7/2/ Excavate for foundations 3.d 5/6/2008 5/8/ Form basement walls 13.d 5/9/2008 5/27/ Place concrete for foundations & basement walls 12.d 5/28/2008 6/12/ Cure basement walls for 7 days 7.d 6/13/2008 6/23/ Strip basement wall forms 2.d 6/24/2008 6/25/ Waterproof/insulate basement walls 2.d 6/26/2008 6/27/ Perform foundation inspection 1.d 6/30/2008 6/30/ ,51 53 Backfill foundation 2.d 7/1/2008 7/2/ Framing 22.d 7/3/2008 8/1/ Install 1st floor joists 2.d 7/3/2008 7/4/ Lay 1st floor decking 2.d 7/7/2008 7/8/ Frame 1st floor walls 4.d 7/9/2008 7/14/ Frame 1st floor corners 1.d 7/15/2008 7/15/ Install 2nd floor joists 2.d 7/16/2008 7/17/ Frame 2nd floor decking 2.d 7/18/2008 7/21/ Frame 2nd floor walls 3.d 7/22/2008 7/24/ Frame 2nd floor corners 2.d 7/25/2008 7/28/ Complete roof framing 3.d 7/29/2008 7/31/ Conduct framing inspection 1.d 8/1/2008 8/1/ Dry In 22.d 8/1/2008 9/1/ Install 1st floor sheathing 3.d 8/4/2008 8/6/ Install 2nd floor sheathing 3.d 8/7/2008 8/11/ Install roof decking 3.d 8/1/2008 8/5/ Install felt, flashing and shingles 3.d 8/19/2008 8/21/ Hang 1st floor exterior doors 1.d 8/22/2008 8/22/ Install 1st floor windows 3.d 8/25/2008 8/27/ Install 2nd floor windows 3.d 8/28/2008 9/1/ Exterior Finishes 19.d 9/2/2008 9/26/ Complete exterior brick 16.d 9/2/2008 9/23/ Complete exterior siding 3.d 9/24/2008 9/26/ Utility Rough-B97Ins and Complete Concrete 21.d 8/6/2008 9/3/ Rough-in plumbing 5.d 8/12/2008 8/18/ ,68 78 Conduct rough-in plumbing inspection 1.d 8/19/2008 8/19/ Place concrete for basement floor 11.d 8/20/2008 9/3/ Rough-in electrical 5.d 8/12/2008 8/18/ ,68 81 Conduct rough-in electrical inspection 1.d 8/19/2008 8/19/ Rough-in HVAC 3.d 8/20/2008 8/22/ Conduct rough-in HVAC inspection 1.d 8/25/2008 8/25/ Rough-in communication - phone, cable, computer, alarm 2.d 8/6/2008 8/7/ Interior Finishes 30.d 9/2/ /13/ Insulation 11.d 9/2/2008 9/16/ Place wall insulation - 1st floor 1.d 9/2/2008 9/2/ ,67,72,80,82,84 88 Place wall insulation - 2nd floor 1.d 9/3/2008 9/3/ Place ceiling insulation - 2nd floor 1.d 9/15/2008 9/15/ ,95 90 Conduct insulation inspection 1.d 9/16/2008 9/16/ Drywall 9.d 9/3/2008 9/15/ Install drywall - 1st floor walls 2.d 9/3/2008 9/4/ Green Team, Page 7 of 13

10 ID Name Duration Start Finish Predecessors 93 Install drywall - 1st floor overhead 2.d 9/5/2008 9/8/ Install drywall 2nd floor walls 2.d 9/9/2008 9/10/ ,93 95 Install drywall 2nd floor overhead 2.d 9/11/2008 9/12/ Tape and float 1st floor drywall 1.d 9/9/2008 9/9/ Tape and float 2nd floor drywall 1.d 9/15/2008 9/15/ ,96 98 Paint and Wallpaper 17.d 9/10/ /2/ Texture all except entry and kitchen - 1st floor 1.d 9/10/2008 9/10/ Paint all except entry and kitchen - 1st floor 1.d 9/11/2008 9/11/ Hang wallpaper entry and kitchen - 1st floor 1.d 9/12/2008 9/12/ Texture all - 2nd floor 1.d 9/11/2008 9/11/ Paint all - 2nd floor 1.d 9/12/2008 9/12/ Paint exterior siding & trim work 4.d 9/29/ /2/ Cabinets 6.d 9/15/2008 9/22/ Install 1st floor - kitchen cabinets 2.d 9/15/2008 9/16/ Install 1st floor - master bath and guest 107 cabinets 1.d 9/17/2008 9/17/ Install 2nd floor - hall bath and private bath cabinets 1.d 9/18/2008 9/18/ Install chair rails, crown moldings, trim 2.d 9/19/2008 9/22/ Finish Plumbing 6.d 9/17/2008 9/24/ Complete 1st floor - kitchen plumbing 1.d 9/17/2008 9/17/ ,106 Complete 1st floor - master bath and guest 112 plumbing 2.d 9/18/2008 9/19/ , Complete 2nd floor - hall bath and private bath plumbing 2.d 9/22/2008 9/23/ , Conduct finish plumbing inspection 1.d 9/24/2008 9/24/ Finish Electrical 3.d 9/24/2008 9/26/ Complete 1st floor circuits to service panel 1.d 9/24/2008 9/24/ , Complete 2nd floor circuits to service panel 1.d 9/25/2008 9/25/ Conduct finish electrical inspection 1.d 9/26/2008 9/26/ Complete communications wiring - phone, 119 cable, computer, alarm 2.d 9/25/2008 9/26/ Finish HVAC 3.d 9/29/ /1/ Complete 1st floor - zone 1 HVAC 1.d 9/29/2008 9/29/ , Complete 2nd floor - zone 2 HVAC 1.d 9/30/2008 9/30/ Conduct HVAC inspection 1.d 10/1/ /1/ Carpet, Tile and Appliances 8.d 10/2/ /13/ Tile entry, kitchen and baths 3.d 10/2/ /6/ , Carpet 1st floor 2.d 10/7/ /8/ Carpet 2nd floor 2.d 10/9/ /10/ Install appliances 1.d 10/13/ /13/ Landscape Property 12.d 10/3/ /20/ Landscaping and Grounds Work 12.d 10/3/ /20/ Pour concrete driveway and sidewalks 2.d 10/3/ /6/ Install backyard fence 2.d 10/14/ /15/ , Sod and complete plantings - front yard 2.d 10/16/ /17/ Sod and complete plantings - backyard 1.d 10/20/ /20/ USGBC LEED Certification 123.d 5/1/ /20/ Apply for certification.d 5/1/2008 5/1/2008 Green Team, Page 8 of 13

11 ID Name Duration Start Finish Predecessors 137 Secure certification 1.d 10/20/ /20/2008 Conduct Final Inspection with Core Project 138 Team 1.d 10/21/ /21/ Conduct gate review & obtain approval to proceed to next phase 1.d 10/31/ /31/ Turnover & Project Close-Out Phase 15.d 11/3/ /21/ Final Acceptance 10.d 11/3/ /14/2008 Complete final inspection for certificate of 142 occupancy 1.d 11/3/ /3/ ,90,109,114,118, Cleanup for occupancy 1.d 11/4/ /4/ , Perform final walk-through inspection 1.d 11/5/ /5/ Complete punch list items 5.d 11/6/ /12/ Obtain final payment 1.d 11/14/ /14/ Close-Out Project 5.d 11/17/ /21/ Conduct close-out meeting 1.d 11/17/ /17/ Conduct lessons learned session 1.d 11/21/ /21/2008 Green Team, Page 9 of 13

12 6.0 Cost Baseline Cost, $K Feasability 1/2-2/25 Planning & Design 2/5-4/28 Construction 4/28-11/21 Turn Over & Closeout 11/3-11/21 Phase Timeline Green Team, Page 10 of 13

13 7.0 Communication Plan Recipients Document Frequency Method of Distribution Type of Document Mr. & Mr. Greenland Project Team Company Vendors USGBC City, county, etc. Community Bank Project Manager Construction Manager Design Manager Project Charter 1 Meetings Word X X X O X X Preliminary Scope 1 Meetings Word X X X O X X Risks As Needed Meetings Word X X X O O O Land Assessment 1 PDF X X O X X X X X Project Plan As Needed Meetings Word X X O X X Permit Submittals 1 Meetings PDF X X X O Blueprints, Design As Needed Meetings PDF X X X X X X O Earned Value Monthly Excel X O Construction Status , meetings, Reports Weekly phone Word, verbal X X X X X O X Bill of Materials As Needed Meetings, US Mail Invoice X O X X Inspection Reports As Needed Meetings Report O X X Punch List from , meetings, Vendor Walkthrough As Needed phone Word, verbal X X X X O LEED Submission 1 US Mail Word X O Lessons Learned 1 / phase Meeting Word X O X X Turn-over & Sign-off Document 1 Meeting Word X O X X Summary of Account 1 Meeting Bill X X X O LEGEND: X Receives Document O Owner / Responsible Party Green Team, Page 11 of 13

14 8.0 Responsibility Assignment Matrix WBS Resources Deliverable Description VP of Vendor # Procurement Design Construction Scheduling PM Operations (land assessment) 1 Preliminary scope I/R I/R I/R I/R O S 2 Project charter I/R I/R I/R I/R O S 3 Risk Identification I/R I/R I/R I/R O S 4 Land assessment R R R R O 5 Project plan S 5a - Scope statement I/R I/R I/R I/R O 5b - Project schedule I I I I/R O 5c - Cost baseline I/R I I O 5d - Change control O 5e - Communication plan I/R I/R I/R I/R O 5f - Risk response plan I I I I O 5g - WBS I I I I O 6 permits I O 7 Design of the house I O I 8 Earned value report I I I I O 9 Monitoring and control O 9a - Status reports I I I I O R 9b - Project plan updates O 10 Change request O 11 Material purchase orders O I I I 12 Build / Inspection I O 13 Final walk-through vendor I I I O acceptance document 14 USGBC certification O 15 Closeout meeting I I I I O R/S 15a - Lesson learned I I I I O R 16 Customer sign off I I O LEGEND: O Owner I Input Required R Reviewers S Sign Off Required Green Team, Page 12 of 13

15 9.0 Risk Response Plan ID Risk Description 5 Permits are delayed or denied 4 Loss of funding could halt or kill project 6 USGBC delays or denies certification 7 Fire, mud slide, or other major natural disasters Risk Type Permits Funding Certification Act of God Affected Area/s Schedule, cost Scope, quality, schedule, cost Scope, Quality, Schedule, Cost Schedule, Cost *Probability Of Occurrence *Impact to Project Priority Strategies/Actions (Avoidance, Transference, Mitigation, Acceptance) Medium High High Mitigation: file permits with large lead time, use best practices for construction, use vendors with good reputations Low High Medium Mitigation: conduct background checks (i.e. credit), ensure good relations with reputable bank and vendors Low High Medium Mitigation: following the LEED guidelines and regulations and using experienced vendors Medium High Medium Acceptance: Track weather patterns and adjust schedule accordingly Owner Design Construction PM PM PM Status (O or C) O O O C 3 Cost of transporting materials rises due to increasing gas prices 2 Market shortage of materials, especially renewable materials 1 Change in the weather can delay project schedule Materials Cost High Medium Low Acceptance: Set customer expectations of cost Materials Weather Scope, quality, schedule, cost Schedule Cost Low Medium Low Mitigation: Already vendors in place, if necessary go to alternate vendors Low High Low Acceptance: Track weather patterns and adjust schedule accordingly Design Construction C O C LEGEND: O Open C - Closed Green Team, Page 13 of 13