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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

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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 - 23 Responsibility Assignment Matrix 24 - 26 Risk Matrix 27 Risk Response Plan 28

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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 on time, and within budget. The design and construction of the restaurant will include:

Seating for approximately 75 diners 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

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Scope Statement (Continued) Project Deliverables

IS IS NOT

Planning 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 Construction of Restaurant 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.

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Scope Statement (Continued) Objectives

Objective Criteria for Evaluation

Complete 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”

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Scope Statement (Continued) Assumption and Constraints

Assumptions Constraints

GC 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%

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Scope Statement (Continued) High Level Risks

Risk Description Trigger Impact on Cost, Scope or Time Funding 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

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Stakeholder Analysis

Stakeholder Needs Wants / Expectations

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

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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 CLOSING

Project 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

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Lifecycle (2 of 2)

PRODUCT PROCESS DELIVERABLES

REQUIREMENTS PLANNING CONSTRUCTION / EXECUTION CLOSING

Licensing 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

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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

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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

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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

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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

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Project Schedule View

Gantt

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Calendar

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Bottom-Up Estimate (1 of 4)

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Bottom-Up Estimate (2 of 4)

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Bottom-Up Estimate (3 of 4)

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Bottom-Up Estimate (4 of 4)

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Cost Baseline

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Communication Plan

X = Consulted/Reviewed O = Organizer * = Additional Updates As Needed

Sponsor PM Project Team

Members Designer Architect GC GM Freq. Dist. Method Doc

Type

Project 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

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Communication Plan (Continued)

Sponsor PM Project Team

Members Designer Architect GC GM Freq. Dist. Method Doc

Type

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

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Responsibility Assignment Matrix (RAM)

Execution = E Consultation = C Approval Authority = A Be Informed = I

RAM Deliverables

Project Sp

onso

r

Proj

ect

Man

agem

ent

Con

trac

tors

Ve

ndor

s

Ban

k

Inte

rior

Des

igne

r

Com

mun

ity

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 Communication Plan A 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

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Responsibility Assignment Matrix (RAM) (Continued)

Execution = E Consultation = C Approval Authority = A Be Informed = I

RAM Deliverables

Product (1 of 2) Sp

onso

r

Proj

ect

Man

agem

ent

Con

trac

tors

Ve

ndor

s

Ban

k

Inte

rior

Des

igne

r

Com

mun

ity

Licensing and Permitting I E I Construction Requirements A,I E E GC/Designer Requirements A,I E E E C

Civil Engineering Plan I I C E Architectural Plan A,I E E

Submit Plan to City I E I Hire Designer A E E

Design Completion A I E C Hire GC A E E

“J” Permit (Demolition) E C C City Permit E C C

Building Permit E C I C Schedule Approval A E C C

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Responsibility Assignment Matrix (RAM) (Continued)

Execution = E Consultation = C Approval Authority = A Be Informed = I

RAM

Deliverables

Product (2 of 2)

Spon

sor

Proj

ect

Man

agem

ent

Con

trac

tors

/ Ve

ndor

s

Ban

k

Inte

rior D

esig

ner

Loca

l Com

mun

ity

Construction of Restaurant A E City Inspections I E E

Final City Inspection I E GC closing document A E E

Operational Off A E

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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

High

Medium

High

Low Medium

Low

IMPACT

PROBAB I L I TY

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Risks Response Plan

Risk Affected Areas 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

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END OF PROJECT PLAN