/ A Community Restaurant
A Redesign 3 Project
Ronnie Blomberg
Leila Carrillo
Tatjana Eggert-Reich
John Ingham
Lisa Mekis
Elizabeth Neil
Wei Ping Chang
Sohaila Shooshtarian
Table of Contents
Scope Statement
Vision Statement 3
Business Need 3
Project Description 3
Project Deliverables 4
Objectives 5
Assumptions 6
Constraints 6
High - Level Risks 7
Stakeholder Analysis 8
Lifecycle Approach 9
Lifecycle 9 - 10
WBS 11 - 14
Project Schedule 15 - 16
Cost Baseline 17 - 20
Cost Baseline Graph 21
Communication Plan 22
Responsibility Assignment Matrix 23 - 25
Risk Matrix 26
Risk Response Plan 27
Scope Statement
Vision Statement
Design and construct a full service, neighborhood restaurant in San Francisco serving California cuisine focusing on locally grown food, and locally produced art to benefit the overall neighborhood community and economy
Business Needs
Currently San Francisco does not have one full service restaurant that is solely focused on locally grown organic food, local entertainment, and local art. The Fillmore neighborhood community is eager to support the opening of a restaurant that features food from local farms, creates employment for neighborhood youth and adults, and is an evening venue for conviviality, art, and community building.
Project Description
Design and build a full service restaurant on Fillmore Street in San Francisco. Priority will be given to local and green purveyors, merchants and contractors for all construction and design needs. The restaurant construction will meet all current building codes and regulations, be delivered on time, and within budget. The design and construction of the restaurant will include:
Seating for approximately 75 diners
Bar and stage built by local artisan and high school seniors
Sound system supporting acoustic performance
Two wheel chair accessible bathrooms
State of the art open kitchen
Enclosed kitchen prep area
Warm overall design that highlights the art, music, and food
Scope Statement (Continued)
Project Life Cycle Deliverables(Is / Is Not)
IS / IS NOTPlanning Completed by 2/11/08 / Promotional design (menus, logos, matchbooks, etc.)
Permits & Licenses by 3/7/08 / Finding a location, handling tax & insurance matters
Design and Facilitating the Construction of Restaurantcomponents project by 6/11/08 / Marketing & organization of soft- open / grand opening
Walk Through and Sign off by Sponsor by 7/3/08 / Hiring chef, kitchen/front of house staff
Providing tableware, linens, silverware, plates, platters, table, decorations, etc.
Scope Statement (Continued)
Objectives
Objective / Criteria for EvaluationComplete Requirement for Plan Submission by 2/11/08 / “J” Permit Obtained form City
Hire Designer and General Contractor (GC) by 2/12/08 / Sponsor Approval and Signed Contracts
Complete Design Process 3/7/08 / Sponsor Sign Off
Complete Construction Requirements by 6/11/08 / General Contractor and Project Manager Sign Off
Final Inspection by 6/12/08 / Final Inspection Document Received
Sponsor Acceptance of Completed Work by 7/03/08 / Signed “Final Sign Off Document”
Scope Statement (Continued)
Assumption and Constraints
Assumptions / ConstraintsGC Will Obtain Construction Permit / Funding – 1.2 MIL
Owner/ Sponsor will hire a qualified General Contractor / Timeline – Completion within 120 days of start
Owner/ Sponsor will hire a qualified Interior Designer
Cost of material will not increase more than 10%
No labor issues / strikes
Change order will not exceed more than 6%
Scope Statement (Continued)
High Level Risks
Risk Description / Trigger / Impact on Cost, Scope or TimeFunding Cut / Bank Pulls Out / Kills Project
Construction Costs Increase / Costs Exceed 10% / Cost
Schedule Delays / Labor Dispute
Vendor Delays / Time
Inspections Failure / Non Compliance with City Building Codes / Cost and Time
Stakeholder Analysis
Bank / Proper return on its investment
Potential profit / Breathe Local continues as a profitable business
Interior Designer / Clear understanding of design vision
Clear understanding of code requirements
Sufficient funds to obtain materials/supplies / Weekly team meeting
Prompt payment of invoices
Recommendations for future business
Design to achieve local recognition
Local Residents / To be considered in the design / Communication of vision
Milestone updates
Notification of opening
Neighborhood enhancement
Owner / Sponsor / Final design and construction/design to meet ‘local’ vision
Communication Plan / Project on schedule and within budget
Weekly status report
Project Team / Owner/Sponsor approval
Sufficient cash flow
Authority to control project
Qualified labor
Communication Plan / Deliverables on schedule and within budget
Success will solidify contract for sponsor’s next project
Weekly group status meeting
Contractors /Vendors / Detailed plans/drawings
Clear understanding of deliverables
Sufficient funds to obtain materials/supplies / Prompt payment of final invoices
Recommendations for future business
Lifecycle Approach
Linear, restaurants have previously been constructed and designed and models used in those instances can be applied here. The uniqueness of this project lies in the design implementation of a neighborhood atmosphere. To that end, we also utilize a progressive elaboration approach.
Lifecycle (1 of 2)
PROJECT MANAGEMENT DELIVERABLES
REQUIREMENTS / PLANNING / CONSTRUCTION / EXECUTION / CLOSINGProject Charter
Preliminary Scope Statement / Project Mgmt. Plan:
Scope Statement
WBS
Project schedule
Cost Baseline
Responsibility Assignment Matrix
Communication Plan
Risk Response Plan / Milestone List
Status Report
Change Control / Closing Documents
Sponsor Sign-off
Lessons Learned
Lifecycle (2 of 2)
PRODUCT PROCESS DELIVERABLES
REQUIREMENTS / PLANNING / CONSTRUCTION / EXECUTION / CLOSINGLicensing and Permitting
Construction Requirements
GC/Designer Requirements
Civil Engineering Plan
Architectural Plan
Plan Submitted to City / Designer Contracted
Design Completion
GC Contracted
“J” Permit (Demolition)
City Permit
Building Permit
Schedule Approval / Construction of Restaurant
City Inspections / Final City Inspection
Operational Hand Off
WBS
REQUIREMENTS
1. Project Charter
2. Preliminary Scope Statement
2.1. Preliminary WBS
2.2. Preliminary time line
2.3. Preliminary cost baseline
2.3.1. Obtain cost estimates from GC and Designer
2.3.2. Labor cost estimates
3. Licensing and Permitting
3.1. Determine building permit requirements
3.2. Determine local jurisdiction
3.3. Determine Gas/Water/Electricity requirements
3.4. Permits cost estimates
4. Construction Requirements:
4.1. Obtain Building plan from sponsor
4.2. Obtain sponsor’s requirements and specifications
4.3. Understand sponsor’s internal procedure (bidder qualification-bonding requirements etc.)
5. Designer and GC Requirements
5.1. Obtain designs
5.2. Understand responsibility of designer and construction manager
5.3. Establish construction responsibilities
5.4. Set up temporary Utilities
6. Civil Engineering Plan
7. Architectural Plan
8. Plan Submittal to City
WBS (Continued)
PLANNING
1. Scope statement
2. WBS
3. Project Schedule
3.1. GC schedules (Construction)
3.2. Designer schedules (Furniture Procurement)
3.3. Bar-chart schedule
3.4. Inspections schedules
4. Cost Baseline
4.1. Reviewed GC & designer estimates
4.2. Permits & licenses payment
5. Responsibility Assignment Matrix (RAM)
6. Communication Plan
7. Risk Response Plan
8. Designer Contract
9. Design Completion and Approval
10. GC Contract
10.1. Have GC hire subcontractors for plumbing / Drainage / Power / Electricity / Telephone lines
10.2. Worker / Vendor Contracts
11. “J”-Permit (Demolition)
12. City Permit
13. Building Permit
14. Schedule Approval
14.1. Sponsor Schedule approval
WBS (Continued)
CONSTRUCTION/ EXECUTION
1. Milestone List
2. Status Report
2.1. Constant monitoring of progress, budget and permit process
2.2. Weekly review meetings
3. Change Control
4. Construction of Restaurant
4.1. Aluminum flush tube frame (for 1/4" glass,1-3/4"x4", 5'x6' opening, no intermediate horizontals)
4.2. Glazing panel, plate glass, 1/4"" thick, tempered
4.3. Exterior Doors
4.4. Roof Construction
4.5. Partitions-rough framing
4.6. Interior Doors
4.7. Fittings-Pluming Fixture
4.8. Wall Finishes
4.9. Floor Finishes
4.10. Ceiling Finishes
4.11. Plumbing Fixtures
4.12. Terminal & Package Units,Multi zone-Air condition-Heating
4.13. Sprinklers
4.14. Electrical Service/Distribution
4.15. Communications and Security
4.16. Other Electrical Systems
4.17. Indoor Furniture and fixture procurement finished
5. City Inspections
WBS (Continued)
CLOSING
1. Closing Documents
2. Sponsor Sign-Off
3. Lessons Learned
4. Final City Inspection
5. GC closing document
5.1. Final Bill payment
5.2. Punch List with all the sub-contractors
6. Operational Hand-Off
6.1. Sponsor acceptance and Sign-off
6.2. Obtain final payment
6.3. Recommendations for future projects
Project Schedule View
Gantt
Calendar
Bottom-Up Estimate (1 of 4)
Bottom-Up Estimate (2 of 4)
Bottom-Up Estimate (3 of 4)
Bottom-Up Estimate (4 of 4)
Cost Baseline
Communication Plan
X = Consulted/Reviewed O = Organizer * = Additional Updates As Needed
Sponsor / PM / Project Team Members / Designer / Architect / GC / GM / Freq. / Dist. Method / Doc TypeProject Charter / X / O / X / Once / Mtg / Email / Word
Project Scope / X / O / X / Once* / Mtg. / Email / Word
WBS / O / X / Once / Mtg. / Email / Word
Project Schedule / O / X / X / X / X / X / Weekly / Mtg. / Email / Word
Cost Baseline / O / X / X / Once* / Mtg. / Email / Excel
Risk Plan / X / O / X / X / Once / Mtg. / Email / Word
Sponsor Report / X / O / X / Weekly / WebEx Mtg. / Email / Word
Reports Minutes / O / X / X / X / X / Semi Monthly / Mtg. / Email / Word
Design Mtg Minutes / X / X / X / Weekly / Email / Word
RFP / O / X / X / X / Once* / Mtg. / Email / Word
Sign-Off / X / O / X / X / Once* / Mtg. / Email / Word
Final Report To
Stakeholders / X / O / X / X / X / X / X / Once* / Mtg. / Email / Word
Responsibility Assignment Matrix (RAM)
Execution = E Consultation = C Approval Authority = A Be Informed = I
RAMDeliverables
Project / Sponsor / Project Management / Contractors Vendors / Bank / Interior Designer / Community
Project Charter / A,C,I / E / C / C,I / C / C
Preliminary Scope Statement / A,C,I / E / C / C,I / C / C
WBS / A,C,I / E / C,I / C,I
Scope Statement / A,C,I / E / C,I / C,I
Project Schedule / A,C,I / E / C,I / C,I / C
Cost Baseline / A,C,I / E / C,I,E / I,A / C,I,E / C
Risk Response Plan / A,C,I / E / C,I / C,I
RAM / A,C,I / E / C,I / C,I
Milestone List / A,C,I / E / C,I / I / C,I / C
Status Report / A,C,I / E / C,I / C,I / C
Change Control / A,C,I / E / C,I / C,I / C
Closing Document / A,C,I / E / C,I / C,I
Sponsor Approval / A,C,I / E / C / C
Lesson Learned / A,C,I / E / C,I / C,I / C
Responsibility Assignment Matrix (RAM) (Continued)
Execution = E Consultation = C Approval Authority = A Be Informed = I
RAMDeliverables
Product
(1 of 2) / Sponsor / Project Management / Contractors Vendors / Bank / Interior Designer / Community
Licensing and Permitting / I / E
Construction Requirement / I / E
GC/Designer requirements / I / C / E
Design Selection / I / E / C
Design / Budget / Schedule Approval / I,A / E / C / C / C
Contract Document / A / E
Understand owners internal procedure / I,A / E / C / C
Understand responsibility of owner-designer and construction manager / I,A / E / C / C
Meet with designer to understand objective and establish ground rules. / I,A / E / C
Request and Review overall completion requirements and agree on preliminary scheduling / I,A / E / C / C
Request with designer and owner and establish construction responsibilities / I,A,C / E / C / C
Responsibility Assignment Matrix (RAM) (Continued)
Execution = E Consultation = C Approval Authority = A Be Informed = I
RAMDeliverables
Product
(2 of 2) / Sponsor / Project Management / Contractors / Vendors / Bank / Interior Designer / Local Community
Determine building permit requirements and local jurisdiction and permit requirements(gas-water-electricity) / I,A / C,I / C,I / E
Pass City Inspections / I / E / C / I / C
Weekly Reviews / A,C,I / E / E / E
Construction / A,C,I / C,I / E / C,I
Performance Review / A / E
Preliminary construction schedule / A / C,I / E
Preliminary Design schedule / A,C,I / E / C,I / C,I
Preliminary Program / A,C,I / E / C,I / C,I
Manager work diagram / A,C,I / E
Create Bar-chart schedule / A,C,I / E / C,I / C,I
Responsibility Asset Matrix / A,C,I / E / C,I / C,I
stakeholder / Closeout Meeting / E / E / E / E
Final Design Approval / A / E
Operational Hand off / A / E
RISK MATRIX
· Scope Change· Poor Workmanship
· Defective Product
· Late Delivery / · Cost Overrun
· Theft / Vandalism
· Sickness / Accident
· Communication Block
· External economy / · Natural Force delays
· Inspection and Permit Issues
Risks Response Plan
Risk / AffectedAreas / Probability / Impact / Priority / Strategy / Action / Owner / Status
Design Change / Cost / Sched. /
Scope / Low / Mid / Low / Accept / PM / Sponsor / Vendor / GC / O
Sched. Delays / Sched. / Cost / High / High / High / Accept / PM / Sponsor / Vendor / GC / O
Scope Change / Sched. / Cost / Mid / High / Mid / Accept / PM / Sponsor / O
Permits / Insp / Issues / Sched. / Cost / Low / High / High / Avoid / PM / GC / C
Natural Force Delay / Sched. / Cost / Low / High / Low / Accept / PM / Sponsor / Vendor / GC / C
Vendor Issues / Sched. / Cost / Med / Low / High / Transfer / PM / Sponsor / Vendor / GC / C
Communication Block / Sched. / Planning / Med / Mid / Low / Mitigate / PM / Sponsor / Vendor / GC / O
Legal Issues / Sched. / Cost /
Closure / Med / Mid / High / Accept / PM / Team / Insurance / O
Theft / Vandalism / Cost / Sched. / Med / Mid / Mid / Avoid / Insurance / O
Cost Overrun / Cost / Budget / Med / Mid / Low / Accept / GC / O
END OF PROJECT PLAN
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