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
Table of Contents 1.0 Project Lifecycle 1 2.0 Scope Statement 2 3.0 Work Breakdown Structure 4 4.0 Stakeholder Analysis 5 5.0 Schedule Baseline 6 6.0 Cost Baseline 10 7.0 Communication Plan 11 8.0 Responsibility Assignment Matrix 12 9.0 Risk Response Plan 13
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
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
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
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
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
5.0 Schedule Baseline ID Name Duration Start Finish Predecessors 1 Feasibility Phase 39.d 1/2/2008 2/25/2008 2 Conduct land assessment/environment impact study 20.d 1/21/2008 2/15/2008 3 Create project charter 1.d 1/2/2008 1/2/2008 4 Create preliminary scope document 1.d 1/14/2008 1/14/2008 5 Risk Identification 2.d 2/18/2008 2/19/2008 2 6 Conduct gate review & obtain approval to proceed to next phase 1.d 2/25/2008 2/25/2008 7 Planning & Design Phase 52.d 2/15/2008 4/28/2008 8 Architect Design 35.d 3/3/2008 4/18/2008 9 Finalize plans and develop estimate with owner, architect 30.d 3/3/2008 4/11/2008 10 Sign contract and notice to proceed 5.d 4/14/2008 4/18/2008 9 11 Obtain Permits 1.d 2/15/2008 2/15/2008 12 Framing 1.d 2/15/2008 2/15/2008 13 Apply for permits 1.d 2/15/2008 2/15/2008 14 Secure permits 1.d 2/15/2008 2/15/2008 15 Electrical 1.d 2/15/2008 2/15/2008 16 Apply for permits 1.d 2/15/2008 2/15/2008 17 Secure permits 1.d 2/15/2008 2/15/2008 18 Plumbing 1.d 2/15/2008 2/15/2008 19 Apply for permits 1.d 2/15/2008 2/15/2008 20 Secure permits 1.d 2/15/2008 2/15/2008 21 Electrical 1.d 2/15/2008 2/15/2008 22 Apply for permits 1.d 2/15/2008 2/15/2008 23 Secure permits 1.d 2/15/2008 2/15/2008 24 Create Project Plan 7.d 4/14/2008 4/22/2008 25 Detailed Project Scope Statement 2.d 4/14/2008 4/15/2008 26 WBS 2.d 4/16/2008 4/17/2008 27 Schedule 1.d 4/18/2008 4/18/2008 26 28 Cost Baseline 1.d 4/21/2008 4/21/2008 29 Communication Plan 1.d 4/22/2008 4/22/2008 30 Risk Management Plan 1.d 4/22/2008 4/22/2008 28 31 Conduct gate review & obtain approval to proceed to next phase 1.d 4/28/2008 4/28/2008 32 Construction Phase 150.d 4/28/2008 11/21/2008 33 Procure Materials 3.d 4/28/2008 4/30/2008 34 Place orders 1.d 4/28/2008 4/28/2008 35 Receipt materials 1.d 4/30/2008 4/30/2008 36 Monitor Costs 123.d 5/1/2008 10/20/2008 37 Compute Earned Value 123.d 5/1/2008 10/20/2008 38 Reporting 123.d 5/1/2008 10/20/2008 39 Provide construction status reports 123.d 5/1/2008 10/20/2008 40 Build House 123.d 5/1/2008 10/20/2008 41 Site Work 3.d 5/1/2008 5/5/2008 42 Clear and grub lot 1.d 5/1/2008 5/1/2008 43 Install temporary power service 1.d 5/2/2008 5/2/2008 42 44 Install underground utilities 1.d 5/5/2008 5/5/2008 43 Green Team, Page 6 of 13
ID Name Duration Start Finish Predecessors 45 Foundation 42.d 5/6/2008 7/2/2008 46 Excavate for foundations 3.d 5/6/2008 5/8/2008 44 47 Form basement walls 13.d 5/9/2008 5/27/2008 46 48 Place concrete for foundations & basement walls 12.d 5/28/2008 6/12/2008 47 49 Cure basement walls for 7 days 7.d 6/13/2008 6/23/2008 48 50 Strip basement wall forms 2.d 6/24/2008 6/25/2008 49 51 Waterproof/insulate basement walls 2.d 6/26/2008 6/27/2008 50 52 Perform foundation inspection 1.d 6/30/2008 6/30/2008 46,51 53 Backfill foundation 2.d 7/1/2008 7/2/2008 52 54 Framing 22.d 7/3/2008 8/1/2008 55 Install 1st floor joists 2.d 7/3/2008 7/4/2008 53 56 Lay 1st floor decking 2.d 7/7/2008 7/8/2008 55 57 Frame 1st floor walls 4.d 7/9/2008 7/14/2008 56 58 Frame 1st floor corners 1.d 7/15/2008 7/15/2008 57 59 Install 2nd floor joists 2.d 7/16/2008 7/17/2008 58 60 Frame 2nd floor decking 2.d 7/18/2008 7/21/2008 59 61 Frame 2nd floor walls 3.d 7/22/2008 7/24/2008 60 62 Frame 2nd floor corners 2.d 7/25/2008 7/28/2008 61 63 Complete roof framing 3.d 7/29/2008 7/31/2008 62 64 Conduct framing inspection 1.d 8/1/2008 8/1/2008 63 65 Dry In 22.d 8/1/2008 9/1/2008 66 Install 1st floor sheathing 3.d 8/4/2008 8/6/2008 64 67 Install 2nd floor sheathing 3.d 8/7/2008 8/11/2008 66 68 Install roof decking 3.d 8/1/2008 8/5/2008 63 69 Install felt, flashing and shingles 3.d 8/19/2008 8/21/2008 77 70 Hang 1st floor exterior doors 1.d 8/22/2008 8/22/2008 69 71 Install 1st floor windows 3.d 8/25/2008 8/27/2008 70 72 Install 2nd floor windows 3.d 8/28/2008 9/1/2008 71 73 Exterior Finishes 19.d 9/2/2008 9/26/2008 74 Complete exterior brick 16.d 9/2/2008 9/23/2008 72 75 Complete exterior siding 3.d 9/24/2008 9/26/2008 74 76 Utility Rough-B97Ins and Complete Concrete 21.d 8/6/2008 9/3/2008 77 Rough-in plumbing 5.d 8/12/2008 8/18/2008 67,68 78 Conduct rough-in plumbing inspection 1.d 8/19/2008 8/19/2008 77 79 Place concrete for basement floor 11.d 8/20/2008 9/3/2008 78 80 Rough-in electrical 5.d 8/12/2008 8/18/2008 67,68 81 Conduct rough-in electrical inspection 1.d 8/19/2008 8/19/2008 80 82 Rough-in HVAC 3.d 8/20/2008 8/22/2008 81 83 Conduct rough-in HVAC inspection 1.d 8/25/2008 8/25/2008 82 84 Rough-in communication - phone, cable, computer, alarm 2.d 8/6/2008 8/7/2008 68 85 Interior Finishes 30.d 9/2/2008 10/13/2008 86 Insulation 11.d 9/2/2008 9/16/2008 87 Place wall insulation - 1st floor 1.d 9/2/2008 9/2/2008 66,67,72,80,82,84 88 Place wall insulation - 2nd floor 1.d 9/3/2008 9/3/2008 87 89 Place ceiling insulation - 2nd floor 1.d 9/15/2008 9/15/2008 88,95 90 Conduct insulation inspection 1.d 9/16/2008 9/16/2008 89 91 Drywall 9.d 9/3/2008 9/15/2008 92 Install drywall - 1st floor walls 2.d 9/3/2008 9/4/2008 87 Green Team, Page 7 of 13
ID Name Duration Start Finish Predecessors 93 Install drywall - 1st floor overhead 2.d 9/5/2008 9/8/2008 92 94 Install drywall 2nd floor walls 2.d 9/9/2008 9/10/2008 88,93 95 Install drywall 2nd floor overhead 2.d 9/11/2008 9/12/2008 94 96 Tape and float 1st floor drywall 1.d 9/9/2008 9/9/2008 93 97 Tape and float 2nd floor drywall 1.d 9/15/2008 9/15/2008 95,96 98 Paint and Wallpaper 17.d 9/10/2008 10/2/2008 99 Texture all except entry and kitchen - 1st floor 1.d 9/10/2008 9/10/2008 96 100 Paint all except entry and kitchen - 1st floor 1.d 9/11/2008 9/11/2008 99 101 Hang wallpaper entry and kitchen - 1st floor 1.d 9/12/2008 9/12/2008 100 102 Texture all - 2nd floor 1.d 9/11/2008 9/11/2008 99 103 Paint all - 2nd floor 1.d 9/12/2008 9/12/2008 102 104 Paint exterior siding & trim work 4.d 9/29/2008 10/2/2008 75 105 Cabinets 6.d 9/15/2008 9/22/2008 106 Install 1st floor - kitchen cabinets 2.d 9/15/2008 9/16/2008 101 Install 1st floor - master bath and guest 107 cabinets 1.d 9/17/2008 9/17/2008 106 108 Install 2nd floor - hall bath and private bath cabinets 1.d 9/18/2008 9/18/2008 107 109 Install chair rails, crown moldings, trim 2.d 9/19/2008 9/22/2008 108 110 Finish Plumbing 6.d 9/17/2008 9/24/2008 111 Complete 1st floor - kitchen plumbing 1.d 9/17/2008 9/17/2008 78,106 Complete 1st floor - master bath and guest 112 plumbing 2.d 9/18/2008 9/19/2008 107,111 113 Complete 2nd floor - hall bath and private bath plumbing 2.d 9/22/2008 9/23/2008 108,112 114 Conduct finish plumbing inspection 1.d 9/24/2008 9/24/2008 113 115 Finish Electrical 3.d 9/24/2008 9/26/2008 116 Complete 1st floor circuits to service panel 1.d 9/24/2008 9/24/2008 81,113 117 Complete 2nd floor circuits to service panel 1.d 9/25/2008 9/25/2008 116 118 Conduct finish electrical inspection 1.d 9/26/2008 9/26/2008 117 Complete communications wiring - phone, 119 cable, computer, alarm 2.d 9/25/2008 9/26/2008 114 120 Finish HVAC 3.d 9/29/2008 10/1/2008 121 Complete 1st floor - zone 1 HVAC 1.d 9/29/2008 9/29/2008 83,119 122 Complete 2nd floor - zone 2 HVAC 1.d 9/30/2008 9/30/2008 121 123 Conduct HVAC inspection 1.d 10/1/2008 10/1/2008 122 124 Carpet, Tile and Appliances 8.d 10/2/2008 10/13/2008 125 Tile entry, kitchen and baths 3.d 10/2/2008 10/6/2008 118,123 126 Carpet 1st floor 2.d 10/7/2008 10/8/2008 125 127 Carpet 2nd floor 2.d 10/9/2008 10/10/2008 126 128 Install appliances 1.d 10/13/2008 10/13/2008 127 129 Landscape Property 12.d 10/3/2008 10/20/2008 130 Landscaping and Grounds Work 12.d 10/3/2008 10/20/2008 131 Pour concrete driveway and sidewalks 2.d 10/3/2008 10/6/2008 104 132 Install backyard fence 2.d 10/14/2008 10/15/2008 128,131 133 Sod and complete plantings - front yard 2.d 10/16/2008 10/17/2008 132 134 Sod and complete plantings - backyard 1.d 10/20/2008 10/20/2008 133 135 USGBC LEED Certification 123.d 5/1/2008 10/20/2008 136 Apply for certification.d 5/1/2008 5/1/2008 Green Team, Page 8 of 13
ID Name Duration Start Finish Predecessors 137 Secure certification 1.d 10/20/2008 10/20/2008 Conduct Final Inspection with Core Project 138 Team 1.d 10/21/2008 10/21/2008 134 139 Conduct gate review & obtain approval to proceed to next phase 1.d 10/31/2008 10/31/2008 140 Turnover & Project Close-Out Phase 15.d 11/3/2008 11/21/2008 134 141 Final Acceptance 10.d 11/3/2008 11/14/2008 Complete final inspection for certificate of 142 occupancy 1.d 11/3/2008 11/3/2008 79,90,109,114,118,123 143 Cleanup for occupancy 1.d 11/4/2008 11/4/2008 128,142 144 Perform final walk-through inspection 1.d 11/5/2008 11/5/2008 143 145 Complete punch list items 5.d 11/6/2008 11/12/2008 144 146 Obtain final payment 1.d 11/14/2008 11/14/2008 147 Close-Out Project 5.d 11/17/2008 11/21/2008 148 Conduct close-out meeting 1.d 11/17/2008 11/17/2008 149 Conduct lessons learned session 1.d 11/21/2008 11/21/2008 Green Team, Page 9 of 13
6.0 Cost Baseline 1200 1025 1035 1000 800 Cost, $K 600 400 225 200 25 0 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
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 Email 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 Email Excel X O Construction Status Email, 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 Email, 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
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
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