SCOPE OF STATEMENT FORThe scope statement is an agreement among the project team, the project sponsor and key stakeholders. It represents a common understanding of the project for the purpose of facilitating communication among the stakeholders and for setting authorities and limits for the project manager and team. The scope statement includes relating the project to business objectives, and defining the boundaries of the project in multiple dimensions including approach, deliverables, milestones, and budget.Table of ContentsA. Executive Summary.
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3B. Business Objectives …
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. 3C. Project Description ..
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Project Approach …..
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………………………………………………………….. 10G. Authorizations ……………………………………………………………………………………… 12H. Scope Statement Approval Form/Signatures……………………………………………. 13A. Executive SummaryThis project has to do with the design of the building to house Mpumalanga Building Centre Ltd. In Nelspruit (Mpumalanga,south africa)Deliverables included:? Customer Brief? Feasibility Report? Energy Strategy Report? BREEAM Pre-Assessment ? Outline Pitches (Drawings)? Design Stage Proposals (Drawings)? Energy Statement Scope: ? Space Heating ? Mechanical Ventilation ? Air Conditioning? Electrical Installation and Lighting ? Water Services and Drainage Costs: The anticipated budget for the M&E and renewable components of the project is R16715097.30Time: Expected possession date – June 2018. The Building will need to be finished and ready for its opening 18 months after possession. Completion date Christmas 2019.B. Business Objectives The Mpumalanga Building Centre will also support the Trust’s core aims and objectives by providing a long desired centre in the north-east of South Africa for the display of materials, products and equipment for the building, construction and building services industries. The Trustees also wish that the building be an example of good building practice and set an example on the use of renewable energy and sustainable practices. The Centre will be located on land provided by the University of Mpumalanga in Mbobela campus. It will integrate a library for manufacturers’ and suppliers’ literature and will have a comprehensive information recovery system based on the latest information technology techniques for the research and location of materials, products and equipment both from the SA and overseas. The Centre will also provide facilities for promotional presentations, special exhibitions and demonstrations and will also be able to multitude lectures, conferences and other events for local organisations and professional bodies.There will also be an educational section to its activities which will provide programmes for schools and colleges. The Centre must then provide accommodation for displays, storage and study of the exhibitions and information and, of course, facilities for visitors. The Centre must attract local people, members of the building, construction and building services professions, educational groups and be a venue for courses, conferences and seminars. The business plan forecasts visitor stages in the first year to be about 10,000 annually, with about 1,300 a month during the summer increasing to 30-50,000 annually after five years. 1. Business Need/Opportunity/Objectives Over the last two years the Trust has experienced a reduced level of income, due mainly to poor performance of the investment portfolio and a decrease in charitable donations. To neutralize this decrease in income the Executive committee have decided to use money from the trust to create a completely owned trading subsidiary, the Mpumalanga Building Centre Ltd: the trust will own 100% of the shares in MPC Ltd, and MPC Ltd will contribute to the Trust via the Gift Aid Scheme. 2. Product Description (Solution) This project is concerned with the design of the building to house Mpumalanga Building Centre Ltd. 3. Deliverables ? Deliverables included:? Customer Brief? Feasibility Report ? Energy Strategy Report? BREEAM Pre-Assessment ? Outline Pitches (Drawings)? Design Stage Proposals (Drawings) ? Energy Statement Exclusions: ? Enactment/implementation of the new service ? Enactment/implementation of the feasibility study recommendations ? Upkeep/maintanance of the new systemC. Project Description 1. Scope ? Includes: ? Space Heating system? Mechanical Airing ? Air Conditioning ? Electrical Fixing and Lighting ? Water Services and Drainage 2. Completion Criteria We will communicate our designs using Sketch Layout and Sketch Schematic drawings. Where space is controlled, co-ordinate drawings (plan and section) will be produced to establish that the systems will fit. 3. Risk Assessment • A full CDM Risk Assessment shall go with the design package. • The health and safety at work act will apply. • working at height regulations will apply. • The Construction (Design and Management) Regulations will apply. • Workplace health, safety and welfare. Workplace (Health, Safety and Welfare) Regulations will apply. • The project is notifiable and an F10 shall be prepared and issued by the Contactor who may employ a suitably qualified health and safety consultant. 4. Constraints Costs: The anticipated budget for the M;E and renewable components of the project is R16715097.30Time: Expected possession date – June 2018. The Building will need to be finished and ready for its opening 18 months after possession. Completion date Christmas 2019. Space: An outline design has been produced by the architect to meet the Customer’s longitudinal requirements. Occupancy: The normal and anticipated vacancy is as follows: 3 Office staff, 1 receptionist, 2 kitchen staff (1-part time for events), 2 workshop staff (1-part time for events) and 1 member of staff for the display area. The normal working hours for the staff being 9am to 5pm from Monday to Friday and 8am to 10am weekdays for the cleaner. Scope Statement The canteen will have chairs capacity of 40 people while maximum occupancy will be 250 people at any one time. Airing: A survey of the site has revealed that due to noise and air pollution it would not be practicable to use natural airing and therefore the building will have sealed, glazing units and air conditioning. However, some form of natural airing may still be possible and shall be researched. Legal: The Client is uninformed of any restrictions or regulations in place by the local council on planning as far as renewable energy systems to new builds are concerned. 1. The structural design is final. 2. No arboriculture report has been made. 3. There is no soil report nor are there bore whole samples. 4. There are no special supply chains or manufacturers that the client wishes to adhere to. 5. The Client wishes both SBD and DDA guides/standards to be applied. 6. No less than 20% renewable technology is to be used in order to achieve a good BREEAM rating.5. Roles and Project Stakeholders Roles The following role definitions are being applied to the resources assigned to this project:Project Sponsor Provides executive team approval and sponsorship for the project. Has budget ownership for the project and is the major stakeholder and recipient for the project deliverables.Project Owner Provides policy definition to the Project team. Resolves all policy issues with the appropriate policy owners in order to provide a clear, decisive definition. Makes final decisions and resolves conflicts or issues regarding project expectations across organizational and functional areas. The project owner and the project manager have a direct link for all communication. The project manager will work directly with the project owner on all policy clarification.Project Manager Provides overall management to the project. Accountable for establishing a Project Charter, developing and managing the work plan, securing appropriate resources and delegating the work and insuring successful completion of the project. All project team members report to the project manager. Handles all project administrative duties, interfaces to project sponsors and owners and has overall accountability for the projectSteering Committee Provide assistance in resolving issues that arise beyond the project manager’s jurisdiction. Monitor project progress and provide necessary tools and support when milestones are in jeopardy.Stakeholder Key provider of requirements and recipient of project deliverable and associated benefits. Deliverable will directly enhance the stakeholders’ business processes and environment. Majority of stakeholders for this project will be agency heads, CIO’s and project management representatives.Team Member Working project team member who analyses, designs and ultimately improves or replaces the business processes. This includes collaborating with teams to develop high level process designs and models, understanding best practices for business processes and partnering with team members to identify appropriate opportunities, challenging the old rules of the business and stimulating creating thinking, and identifying organizational impact areas.Project Team ? Project manager ? Architect? Structural Engineer ? Suppliers ? Utilities ? Contractors? Local authorities? Government agencies? ConsultantsStakeholders Positive stakeholdersNegative stakeholder significant some little none SignificantSome ClientSponsorProject managerProject teamProject officeContractorSubcontractorSupplierConsultantManagementSite personnelEnd usersDisgruntled end userPressure groupscompetitors Press(media)FamiliesAccount dept.Hr dept.BanksPolitian’sResidentsAssociationsLocal authoritiesGovernment agenciesTechnical dept.utilitiesinsurersunions Little Disgruntled employees None D. Project Approach Planned Approach The project will follow a traditional path, with no phasing requirements. The main Contractor will undertake all works except for pre-approved sub-contractors and specialists. E. Project Estimates 1. Estimated Schedule Key Project milestones relative to project start are as follows:Project Milestones Target DateProject Start June 2012 Project Completion December 20132. Estimated CostExpense Original budget Current budget Spent to date Est to complete Current forecast variance Electrical Lighting Small Power Photovoltaics Security Emergency Lighting Telecommunications Mechanical Water services Waste Rainwater Air conditioning Heating Ventilation £102,000.00 £86,250.00 £138,000.00 £57,500.00 £34,500.00 £46,000.00£63,250.00 £28,750.00 £17,250.00£80,500.00 £115,000.00 £51,750.00 Total £ 820,750 3 Checkpoint/ Funding Schedule • The project will be reviewed on a monthly basis with progress meetings. • Monthly Interim Payments shall be produced by the Contractor and a Cost Report to be issued to the Client every month detailing any project savings. F. Project Controls 1. Weekly Team Meetings 2. Monthly Status Reports 3. Risk Management Ensure the project risks and associated mitigation actions are monitored and controlled in accordance with the Risk Management Plan 4. Issue Management Project-related issues will be tracked, prioritized, assigned, resolved, and communicated in accordance with the Project Management Procedures: Issue descriptions, owners, resolution and status will be maintained on the project Blog in a standard format. Issues will be addressed with the Project Owner and communicated in the project status report. 5. Change Management The change control procedures to be followed will be consistent with Project Management Procedures and consist of the following processes: A Blog will be established by the project team to track all changes associated with the project effort. All Change Requests will be assessed to determine possible alternatives and costs. Change Requests will be reviewed and approved by the project owner. The effects of approved Change Requests on the scope and schedule of the project will be reflected in updates to the project plan. The Blog will be updated to reflect current status of Change Requests. 6. Communication Management The following strategies have been established to promote effective communication within and about this project: The project team will have weekly update/status meetings to review completed tasks and determine current work priorities. Minutes will be produced from all meetings. A project blog will be established on the Internet to provide access to the project documentation by geographically dispersed project members.G. Authorizations The Scope Statement will be approved by: ? The Project Manager ? The Project Owner the Project Sponsor ? Project Changes will be approved by:? The Project Owner Project deliverables will be approved/accepted by: ? The Project Owner? The Project Sponsor ? The key Stakeholders Specific task responsibilities of project resources will be defined in the Project/work Plan. H. Scope Statement Approval Form/Signatures Scope Statement Approval Form Project Name: Project Manager: The purpose of this document is to provide a vehicle for documenting the initial planning efforts for the project. It is used to reach a satisfactory level of mutual agreement between the project manager and the project sponsors on the objectives and scope of the project before significant resources are committed and expenses incurred. I have reviewed the information contained in this Scope Statement and agree.Name signature date The signatures of the people above relay an understanding in the purpose and content of this document by those signing it. By signing this document, you agree to this as the formal Project Scope Statement.
