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
PAGE
-1-
Table of Contents
Scope Statement
Vision Statement
Business Need
Project Description
Project Deliverables
Objectives
Assumptions
Constraints
High - Level Risks
3
3
3
4
5
6
6
7
Stakeholder Analysis
Lifecycle Approach
Lifecycle
WBS
Project Schedule
Cost Baseline
Cost Baseline Graph
Communication Plan
Responsibility Assignment Matrix
Risk Matrix
Risk Response Plan
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8
9
9 - 10
11 - 14
15 - 16
17 - 20
21
22 - 23
24 - 26
27
28
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
PAGE
-3-
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.
PAGE
-4-
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”
PAGE
-5-
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%
PAGE
-6-
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
PAGE
-7-
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
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
Detailed plans/drawings
Clear understanding of deliverables
Sufficient funds to obtain materials/supplies
Prompt payment of final invoices
Recommendations for future business
Project Team
Contractors
/Vendors
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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
Project Charter
Preliminary Scope Statement
Project Mgmt. Plan:
Scope Statement
WBS
Project schedule
Cost Baseline
Responsibility
Assignment Matrix
Communication Plan
Risk Response Plan
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CONSTRUCTION /
EXECUTION
CLOSING
Milestone List
Status Report
Change Control
Closing Documents
Sponsor Sign-off
Lessons Learned
Lifecycle (2 of 2)
PRODUCT PROCESS DELIVERABLES
CONSTRUCTION /
EXECUTION
REQUIREMENTS
PLANNING
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
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Construction of Restaurant
City Inspections
CLOSING
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
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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
PAGE
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Project Schedule View
Gantt
PAGE
- 15 -
Calendar
PAGE
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Bottom-Up Estimate (1 of 4)
PAGE
- 17 -
Bottom-Up Estimate (2 of 4)
PAGE
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Bottom-Up Estimate
(3 of 4)
PAGE
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Bottom-Up Estimate (4 of 4)
PAGE
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Cost Baseline
PAGE
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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
Weekly
Mtg. / Email
Word
Cost
Baseline
O
X
X
Once*
Mtg. / Email
Excel
X
X
PAGE
- 22 -
X
Communication Plan (Continued)
Sponsor PM
Project
Team
Members
Risk Plan
X
O
X
Sponsor
Report
X
O
X
O
X
Reports &
Minutes
Design Mtg
Minutes
RFP
O
X
Sign-Off
X
O
X
Final Report
To
Stakeholders
X
O
X
Designer Architect GC GM
X
Freq.
Dist. Method
Doc
Type
Once
Mtg. / Email
Word
Weekly
WebEx Mtg. / Email
Word
X
X
X
Semi Monthly
Mtg. / Email
Word
X
X
X
Weekly
Email
Word
X
Once*
Mtg. / Email
Word
X
Once*
Mtg. / Email
Word
X
Once*
Mtg. / Email
Word
X
X
X
PAGE
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X
Responsibility Assignment Matrix (RAM)
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
C
C
C,I
C,I
C,I
C,I,E
C,I
C,I
C, I
C,I
C,I
C,I
C,I
C
C,I
PAGE
- 24 -
C,I
C,I
I,A
I
C
C
C,I
C,I
C,I
C,I,E
C,I
C,I
C,I
C,I
C,I
C,I
C,I
C
C,I
Community
A,C,I
A,C,I
A,C,I
A,C,I
A,C,I
A,C,I
A,C,I
A,C,I
A
A,C,I
A,C,I
A,C,I
A,C,I
A,C,I
A,C,I
Interior
Designer
Project Charter
Preliminary Scope Statement
WBS
Scope Statement
Project Schedule
Cost Baseline
Risk Response Plan
RAM
Communication Plan
Milestone List
Status Report
Change Control
Closing Document
Sponsor Approval
Lesson Learned
RAM
Deliverables
Be Informed = I
Bank
Project
Contractors
Vendors
Approval Authority = A
Project
Management
Consultation = C
Sponsor
Execution = E
C
C
C
C
C
C
C
C
Responsibility Assignment Matrix (RAM) (Continued)
Licensing and Permitting
Construction Requirements
GC/Designer Requirements
Civil Engineering Plan
Architectural Plan
Submit Plan to City
Hire Designer
Design Completion
Hire GC
“J” Permit (Demolition)
City Permit
Building Permit
Schedule Approval
I
A,I
A,I
I
A,I
I
A
A
A
E
E
E
I
E
E
I
E
E
E
E
E
A
PAGE
- 25 -
Community
Interior
Designer
Be Informed = I
Bank
Contractors
Vendors
Product (1 of 2)
Approval Authority = A
Project
Management
RAM
Deliverables
Consultation = C
Sponsor
Execution = E
I
E
E
E
E
E
C
E
C
I
E
E
E
C
C
C
C
I
C
C
C
C
C
Construction of Restaurant
City Inspections
Final City Inspection
GC closing document
Operational Off
A
I
I
A
A
E
E
E
E
PAGE
- 26 -
E
E
E
Local Community
Be Informed = I
Interior Designer
(2 of 2)
Contractors /
Vendors
Product
Approval Authority = A
Project
Management
RAM
Deliverables
Consultation = C
Sponsor
Execution = E
(Continued)
Bank
Responsibility Assignment Matrix (RAM)
RISK MATRIX
High
P
R
O
B
A
B
I
L
I
T
Y
Medium
•
Scope Change
•
Poor Workmanship
•
Defective Product
•
Cost Overrun
•
Late Delivery
•
Theft / Vandalism
•
Sickness / Accident
•
Communication Block
•
Natural Force delays
•
External economy
•
Inspection and Permit Issues
Low
Low
Medium
IMPACT
PAGE
- 27 -
High
Risks Response Plan
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
Med
Mid
Low
Mitigate
PM / Sponsor / Vendor / GC
O
Risk
Communication Block Sched. / Planning
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
PAGE
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END OF PROJECT PLAN
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