solar power system implementation for the tragon building...

Solar Power System Implementation for the Tragon Building

Project Plan

Amanda ChapmanChelsea HertleinDavid RogersMark RundelTish RzeszutkoOytun Seven

Prepared by 6 Aces Team Members:

UC Berkeley, ExtensionProject Management, x470August 9, 2007

Table of Contents• Project Lifecycle p. 3• Scope Statement p. 4

– Project Deliverables p. 5– Project Objectives p. 6– Assumptions p. 7– Constraints p. 8

• Risk Response Plan p. 9• Work Breakdown Structure p. 11 • Stakeholder reviews p. 13 • Project timeline p. 14• Cost Baseline p. 15• Responsibility Assignments p. 17• Communication Plan p. 18

Functional and operating system

Operations and maintenance manualsOperations and maintenance training

System installed:Structural/electrical upgradesSolar panelsBattery shelterBatteriesTransformers

Signed contract ConstructionScheduleCost estimate

Feasibility study AnalysisElectrical load analysis

Product Process Deliverables

Closing documentsLessons learnedOwner acceptance

Coordination of training –people and schedules

Schedule and budget updates Contract management

Scope statementWork breakdown structureRFQ

Risk AnalysisInformation Briefing to owner

Project Management Deliverables

Phase Name Feasibility Planning and Design

Construction Training Turnover

Project Lifecycle

Scope StatementVision Statement

• Promote social responsibility by becoming an environmentally conscious company

• Support cost management by utilizing free energy resources

Business Need• Immediate and Long-term Cost savings

o Reduce the amount of purchased commercial power and avoid futureincreased energy costs

• Capital Investmento Increase the resale value of the company-owned property

• Tax Benefitso Qualify for California Solar Power tax credits ($2.80/watt)o Qualify for 10% Federal tax credit

Project DescriptionInstall solar panels on the company’s building roof (to include the necessary batteries, transformers, and connections) to generate solar power electricity for the building’s operations in order to reduce the amount of commercial power that the company must purchase.

Scope Statement - Project Deliverables

The following deliverables are in the scope of this project:1. Installation of solar panels, structural improvements, transformers, batteries, a battery-

shelter facility, and necessary connections, wiring, and meters.2. Training of building maintenance team on operation and maintenance of the installed

solar panels and associated equipment.3. Construction drawings and specifications.4. Generation of solar power electricity to power the company’s building.5. Feasibility study to determine cost, cost savings, and tax rebates for the project.

The following deliverables are out of the scope of this project:1. Conversion of the entire building to new green standards (i.e., energy efficient lighting,

equipment, windows, etc.)2. Engagement of third party to provide on-going operations and maintenance by others

to maintain the system after it is installed and operating. 3. Expansion of the parking lot to compensate for spaces lost to install the batteries/

transformers.4. Generation of electricity to any other facilities in the vicinity of the building.6. Relocation of any employees or operations during construction.7. Providing electricity to any other facilities in the vicinity.

Project Objectives

Electrical meters indicate that solar power is being generated and powering the building.

Providing solar power electricity to the company’s building.

Building maintenance staff receives training and is fully capable of operating and maintaining the system.

Provide 48 hours of training to the building maintenance staff to operate and maintain the solar power system.

Construction is completed on-time and within budget.

Equipment is installed according to the design with minimal changes.

Owner receives necessary information to authorize funding for design and construction.

Perform a feasibility study to determine cost, cost savings, and tax rebates for the project.

Products are fully operational.

Commercial power requirement is reduced by the amount predicted in the feasibility study.

OBJECTIVES

Pre- and post-construction electrical energy usage and solar energy usage meet or exceed forecasted goals.

Solar panels, transformers, batteries, battery facility are installed and connections are completed.

CRITERIA FOR EVALUATION

Assumptions

• Permits are already acquired

• Electrical demand for the building’s operation will not change

• Existing site conditions on the property and around the building will not impede construction

• On-site storage areas for construction materials is available

• Normal daytime working hours allowed (0700-1700)

Constraints

• Budget for the construction and materials will be fixed once contracts are awarded

• Long lead time required for the procurement of some materials

• Building will remain occupied and business operations will continue throughout the project

o Will not include relocation of any employees or operations during construction

o High traffic days for the company’s market research operations –coordination required to allow for construction to take place onthese days

• No full-time security staff – materials will need to be secured on-site to avoid theft

Risk Response Plan

OpenProject Manager/ Engineering Consultants

Mitigation1-HighHighMediumScope/ Cost/ Quality/ Schedule

Design Problems8

ClosedAcceptance1-HighHighMediumCostBudget Overrun7

OpenProject Manager

Mitigation1-HighHighMediumSchedule/Cost

Schedule Overrun6

OpenProject Manager

Mitigation1-HighHighMediumScope/ Schedule

Scope Creep/ Mismanagement of Changes

5

OpenPM/ Contractor

Transference/ Mitigation

1-HighHighMediumSchedule/Cost

Injury to Construction Worker

4

OpenPM TeamTransference1-HighHighMediumScheduleExcessive Lead Times for Materials

3

OpenPM TeamTransference2-Medium

HighLowSchedule/Cost

General Contractor/ Subcontractor Solvency

2

ClosedAcceptance1-HighHighMediumSchedule/Cost

Unexpected Weather Patterns

1

Status(Open

or Closed)

Owner

Strategies/ Actions

(Avoidance, Transference,

Mitigation, Acceptance)

Priority*Impact on Project

*ProbabilityOf

Occurrence

Affected Area/s

RiskDescriptionID

Risk Response Plan

Probability of

Occurrence

Risk Prioritization Matrix

High ImpactMedium Impact

Low Impact

2 - Medium3 - Low3 - LowLow Probability

1 - High2 - Medium3 - LowMedium Probability

1 - High1- High2 - MediumHigh Probability

Impact on Project

Work Breakdown StructureSolar Power System Installation

Phase 1: Feasibility Phase 2: Planning and Design

1.1: Feasibility Study(budget: $50,000)

1.1.1: Risk Analysis (budget: $10,000)

1.1.2: Electrical/Solar Load Analysis (budget: $10,000)

1.2: Owner decision (Go, No Go)

2.1: Statement of Work

2.1.1: General Requirements

2.3: RFQ (Bid)

2.2: Work Schedule and Cost Estimate

2.1.2: Structural

2.1.1.3: Roof (patch)

2.1.3.1: Materials

2.1.1.4: Paint

2.1.3: Electrical

2.1.2.1: Materials

2.1.2.2: Labor

2.1.1.5: Concrete

2.1.1.1: Overhead

2.1.1.2: Fence

2.1.3.2: Labor

2.2.1: Work Schedule

2.2.2: Cost Estimate

2.1.3.1.1: Batteries

2.1.3.2.1: Solar Panels

2.1.3.1.2: Solar Panels

2.1.3.1.1: Batteries

2.3.3: Award Project

2.3.1: Contractor Response

2.4.1: Sign Contract2.4: Write Contract2.3.2: Bid Analysis

Work Breakdown Structure (cont’d)

Phase 3: Construction/Building

3.1: General Contractor 3.1.1.: Structural & electrical upgrades

3.1.2: Install Solar Panels and Electrical Hook-up

3.1.3: Build battery shelter

3.1.4: Install Batteries

3.1.5: Install Transformers

Phase 4: Training

4.1.1: O & M Manuals-Batteries

4.1.2: O & M Manuals-Solar Panels

Phase 5: Turnover

5.1: Review Acceptance Documents

5.2: Acceptance to Owner

5.2.1: Release Liens

5.2.2: Pay General Contractor

5.1.1: Accept As-Built Drawings

Stakeholder Reviews

-Training schedule

-

-Access to electrical meter-Notification of power change over

-Complete building/parking lot access-As-built drawings of the existing building

-Access to the building power system-Complete building/parking lot access-On site storage location

-Access to the building power system-Complete building/parking lot access-On site storage location

-Ability to monitor & control project-Owner approval and funding

- Safe and convenient access to the building

-Safe and convenient access to the building

-Minimal impact on the business operations

Needs

-Maintenance team fully trained by the end of the scheduled training

Trainers

-Minimal noise-Minimal impact to public roads and parking

Building Neighbors

-Fully functioning systemPower Company

-Owner cooperation-Access to electricity bills for usage requirements

Engineering Consultants

-Regular communication with GC-Prompt payment-Owner cooperation

Subcontractors

-Regular communication with Owner and PM-Prompt payment-Owner cooperation-Subcontractor completing work on-time

General Contractor

-Complete Owner cooperation- Regular communication with Owner and GC

Project Manager

-Minimal noise during business hours-Minimum disruption to testing schedule

Clients/Product Testers

-Minimal noise during business hours-Minimum disruption to testing schedule

Building Occupants

-Regular communication with PM and GC-Completed on time and within budget-Fully operational system

Owner(s)

ExpectationsStakeholder Name

ID WBS Task Name Duration Start Finish

1 1 Feasibility 35 days Mon 6/2/08 Fri 7/18/082 1.1 Feasibility Study 25 days Mon 6/2/08 Fri 7/4/083 1.1.1 Risk Analysis 5 wks Mon 6/2/08 Fri 7/4/084 1.1.2 Electrical/Solar Load Analysis 5 wks Mon 6/2/08 Fri 7/4/085 1.2 Owner decision (Go/NoGo) 2 wks Mon 7/7/08 Fri 7/18/086 2 Planning & Design 61 days Mon 7/21/08 Mon 10/13/087 2.1 Statement of Work 21 days Mon 7/21/08 Mon 8/18/088 2.1.1 General requirements 7 days Mon 7/21/08 Tue 7/29/089 2.1.1.1 Overhead 2 days Mon 7/21/08 Tue 7/22/0810 2.1.1.2 Fence 1 day Wed 7/23/08 Wed 7/23/0811 2.1.1.3 Roof (patch) 1 day Thu 7/24/08 Thu 7/24/0812 2.1.1.4 Paint 1 day Fri 7/25/08 Fri 7/25/0813 2.1.1.5 Concrete 2 days Mon 7/28/08 Tue 7/29/0814 2.1.2 Structural requirements 7 days Wed 7/30/08 Thu 8/7/0815 2.1.2.1 Materials 3.5 days Wed 7/30/08 Mon 8/4/0816 2.1.2.2 Labor 3.5 days Mon 8/4/08 Thu 8/7/0817 2.1.3 Electrical requirements 7 days Fri 8/8/08 Mon 8/18/0818 2.1.3.1 Materials 3 days Fri 8/8/08 Tue 8/12/0819 2.1.3.1.1 Batteries 2 days Fri 8/8/08 Mon 8/11/0820 2.1.3.1.2 Solar Panels 1 day Tue 8/12/08 Tue 8/12/0821 2.1.3.2 Labor 4 days Wed 8/13/08 Mon 8/18/0822 2.1.3.2.1 Batteries 2 days Wed 8/13/08 Thu 8/14/0823 2.1.3.2.2 Solar Panels 2 days Fri 8/15/08 Mon 8/18/0824 2.2 Work Schedule & Cost Estimate 10 days Tue 8/19/08 Mon 9/1/0825 2.2.1 Work Schedule 1 wk Tue 8/19/08 Mon 8/25/0826 2.2.2 Cost Estimate 2 wks Tue 8/19/08 Mon 9/1/0827 2.3 RFQ (Bid) 20 days Tue 9/2/08 Mon 9/29/0828 2.3.1 Contractor Response 2 wks Tue 9/2/08 Mon 9/15/0829 2.3.2 Bid Analysis 1 wk Tue 9/16/08 Mon 9/22/0830 2.3.3 Award Project 1 wk Tue 9/23/08 Mon 9/29/0831 2.4 Contracting 10 days Tue 9/30/08 Mon 10/13/0832 2.4.1 Write Contract 1 wk Tue 9/30/08 Mon 10/6/0833 2.4.2 Sign Contract 1 wk Tue 10/7/08 Mon 10/13/0834 3 Building & Construction 35 days Tue 10/14/08 Mon 12/1/0835 3.1 General Contractor 35 days Tue 10/14/08 Mon 12/1/0836 3.1.1 Structural & electrical upgrades 4 wks Tue 10/14/08 Mon 11/10/0837 3.1.2 Install solar panels & electrical hookup 3 wks Tue 11/11/08 Mon 12/1/0838 3.1.3 Build battery shelter 2 wks Tue 10/14/08 Mon 10/27/0839 3.1.4 Install batteries 4 wks Tue 10/28/08 Mon 11/24/0840 3.1.5 Install transformers 4 wks Tue 10/28/08 Mon 11/24/0841 4 Training 6 days Tue 12/2/08 Tue 12/9/0842 4.1 O & M Batteries 24 hrs Tue 12/2/08 Thu 12/4/0843 4.2 O & M Solar Panels 24 hrs Fri 12/5/08 Tue 12/9/0844 5 Turnover 10 days Wed 12/10/08 Tue 12/23/0845 5.1 Review Acceptance Documents 1 wk Wed 12/10/08 Tue 12/16/0846 5.1.1 Accept As-Built Drawings 1 wk Wed 12/10/08 Tue 12/16/0847 5.3 Owner Acceptance 5 days Tue 12/16/08 Tue 12/23/0848 5.3.1 Release Liens 1 wk Wed 12/17/08 Tue 12/23/0849 5.3.2 Pay General Contractor 0 days Tue 12/16/08 Tue 12/16/08

Feasibility

Feasibility Study

Risk Analysis

Electrical/Solar Load Analysis

Owner decision (Go/NoGo)

Planning & Design

Statement of Work

General requirements

Overhead

Fence

Roof (patch)

Paint

Concrete

Structural requirements

Materials

Labor

Electrical requirements

Materials

Batteries

Solar Panels

Labor

Batteries

Solar Panels

Work Schedule & Cost Estimate

Work Schedule

Cost Estimate

RFQ (Bid)

Contractor Response

Bid Analysis

Award Project

Contracting

Write Contract

Sign Contract

Building & Construction

General Contractor

Structural & electrical upgrades

Install solar panels & electrical hookup

Build battery shelter

Install batteries

Install transformers

Training

O & M Batteries

O & M Solar Panels

Turnover

Review Acceptance Documents

Accept As-Built Drawings

Owner Acceptance

Release Liens

12/16

S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W TJun 1, '08 Jun 8, '08 Jun 15, '08 Jun 22, '08 Jun 29, '08 Jul 6, '08 Jul 13, '08 Jul 20, '08 Jul 27, '08 Aug 3, '08 Aug 10, '08 Aug 17, '08 Aug 24, '08 Aug 31, '08 Sep 7, '08 Sep 14, '08 Sep 21, '08 Sep 28, '08 Oct 5, '08 Oct 12, '08 Oct 19, '08 Oct 26, '08 Nov 2, '08 Nov 9, '08 Nov 16, '08 Nov 23, '08 Nov 30, '08 Dec 7, '08 Dec 14, '08 Dec 21, '08 Dec 28, '08

Task Split Progress Milestone Summary Project Summary External Tasks External Milestone Deadline

6 Aces - Solar Power Project

UC Berkeley Extenstion, x470

Project: 6AcesSolarScheduleDate: Thu 7/26/07

Cost Baseline Graph

$0

$100,000

$200,000

$300,000

$400,000

$500,000

$600,000

$700,000

Cost $

Feasibi

lity -

Planning

& Desig

n -Con

struc

tion -

Training -

Turnove

r -

Phase

Solar Power System Installation

Phase VPhase IVPhase IIIPhase IIPhase I

Cost Baseline

102.2 Work Schedule & Cost Estimate

22.1.3.2.2 Solar Panels

22.1.3.2.1 Batteries

42.1.3.2 Labor

12.1.3.1.2 Solar Panels

22.1.3.1.1 Batteries

32.1.3.1 Materials

72.1.3 Electrical

3.52.1.2.2 Labor

3.52.1.2.1 Materials

72.1.2 Structural

22.1.1.5 Concrete

12.1.1.4 Paint

12.1.1.3 Roof (Patch)

12.1.1.2 Fence

22.1.1.1 Overhead

72.1.1 General Requirements

212.1 Statement of Work

$30,000.0061Phase 2: Planning & Design

101.2 Owner Decision

$10,000.00251.1.2 Electrical/Solar Load Analysis

$10,000.00251.1.1 Risk Analysis

$50,000.00251.1 Feasibility Study

35Phase 1: Feasibility

Total CostDaysTask 52.2.1 Work Schedule

102.2.2 Cost Estimate

05.2.2 Pay General Contractor

55.1.1 Accept As-Built Drawings

$685,000.00Total Cost

55.2.1 Release Liens

55.2 Acceptance to Owner

$10,000.0055.1 Review Acceptance Documents

10Phase 5: Turnover

$7,500.0034.2 O&M Solar Panels

$7,500.0034.1 O&M Batteries

6Phase 4: Training

$90,000.00203.1.5 Install Transformers

$40,000.00203.1.4 Install Batteries

$10,000.00103.1.3 Build Battery Shelter

$220,000.00153.1.2 Install Solar Panels & Electrical Hook-up

$108,000.00203.1.1 Structural & Electrical

$92,000.00353.1 General Contractor

35Phase 3: Construction/Building

52.4.1 Sign Contract

52.4 Write Contract

102.3.2 Award Project

52.3.1 Bid Analysis

102.3 RFQ (Bid)

Total CostDaysTask

Responsibility Assignments

ISAccept. Docs to owner5.2

IISReview Acceptance Documents

5.1

IIRTurnover5

ISTraining4

SIIIConstruction / Building3

SISIWrite Contract2.4

ISRequest for Quote2.3

IIRWork schedule and Cost estimate

2.2

IIIR/SStatement of Work2.1

IIPlanning/Design2

ISOwner Decision1.2

IIRSFeasibility Study1.1

TrainerGen Contractor

Eng. Consultant

PM TeamPMOwner

ResourcesDeliverable DescriptionWBS#

LEGEND: O- Owner I – Input Required R – Reviewer S – Sign Off Required

Communication: Project Management

XXXWordmeeting/email1PMRisk Plan

XXXExcelmeeting/emailEach lifecycle phase

PMCost Baseline

XXXMS Projectmeeting/emailWeeklyPMProject Schedule

XXXWordmeeting/emailWeeklyPMResource Assignment Matrix

XXXWordmeeting/emailUpon chg request

submission

PMWBS

XWordmeeting/email1PMProject Scope

Building Occupants

Eng Consult

GCOwnerType of Document

Distribution Format

FrequencyDocument Owner

PROJECT MANAGEMENT

COMMUNICATION

Recipient(s)

Communication: Product Process

XXWordmeeting/email1GCAcceptance Documents

XXWordemail1 or if chg request

GCCost Estimate

XXXMS Projectmeeting/emailWeeklyGCConstruction Schedule

XXWordemailAs edits are made

GCContract Iterations


Eng ConsultSOW Iterations


Eng ConsultFeasibility Study Iterations

Building Occupants

Eng Consult

GCOwnerType of Document

Distribution Format

FrequencyDocument Owner

PRODUCT PROCESS COMMUNICATION

Recipient(s)