Solar Power System Implementation

for the Tragon Building

Project Plan

Prepared by 6 Aces Team Members:

Amanda Chapman
Chelsea Hertlein
David Rogers
Mark Rundel UC Berkeley, Extension
Tish Rzeszutko Project Management, x470
Oytun Seven August 9, 2007

page 1
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

page 2
Project Lifecycle

Phase Name Feasibility Planning and Construction Training Turnover

Design
Project Risk Analysis Scope statement Schedule and Coordination Closing
Management Information Work breakdown budget of training – documents
Deliverables structure updates people and Lessons
Briefing to owner
Contract schedules learned
RFQ
management Owner
acceptance

Product Process Feasibility study Signed contract System Operations Functional

Deliverables Analysis Construction installed: and and
Electrical load Structural/ maintenance operating
Schedule
analysis manuals system
Cost estimate electrical
upgrades Operations
and
Solar panels
maintenance
Battery shelter training
Batteries
Transformers

page 3
Scope Statement
Vision 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 future
increased energy costs
• Capital Investment
o Increase the resale value of the company-owned property
• Tax Benefits
o Qualify for California Solar Power tax credits ($2.80/watt)
o Qualify for 10% Federal tax credit

Project Description
Install 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.
page 4
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.

page 5
Project Objectives
OBJECTIVES CRITERIA FOR EVALUATION

Perform a feasibility study to determine Owner receives necessary information to

cost, cost savings, and tax rebates for the authorize funding for design and
project. construction.
Equipment is installed according to the Construction is completed on-time and
design with minimal changes. within budget.
Commercial power requirement is Pre- and post-construction electrical
reduced by the amount predicted in the energy usage and solar energy usage
feasibility study. meet or exceed forecasted goals.

Products are fully operational. Solar panels, transformers, batteries,

battery facility are installed and
connections are completed.
Providing solar power electricity to the Electrical meters indicate that solar power
company’s building. is being generated and powering the
building.
Provide 48 hours of training to the building Building maintenance staff receives
maintenance staff to operate and training and is fully capable of operating
maintain the solar power system. and maintaining the system.

page 6
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)

page 7
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 on
these days
• No full-time security staff – materials will need to be secured on-site to
avoid theft

page 8
Risk Response Plan
Strategies/
Actions Status
*Probability
Risk Affected *Impact (Avoidance, (Open
ID Of Priority Owner
Description Area/s on Project Transference, or
Occurrence
Mitigation, Closed)
Acceptance)
1 Unexpected Schedule/ Medium High 1-High Acceptance Closed
Weather Patterns Cost
2 General Schedule/ Low High 2- Transference PM Team Open
Contractor/ Cost Medium
Subcontractor
Solvency
3 Excessive Lead Schedule Medium High 1-High Transference PM Team Open
Times for Materials

4 Injury to Schedule/ Medium High 1-High Transference/ PM/ Open

Construction Cost Mitigation Contractor
Worker
5 Scope Creep/ Scope/ Medium High 1-High Mitigation Project Open
Mismanagement of Schedule Manager
Changes
6 Schedule Overrun Schedule/ Medium High 1-High Mitigation Project Open
Cost Manager
7 Budget Overrun Cost Medium High 1-High Acceptance Closed

8 Design Problems Scope/ Medium High 1-High Mitigation Project Open

Cost/ Manager/
Quality/ Engineering
Schedule Consultants

page 9
Risk Response Plan

Risk Prioritization Matrix

High
2 - Medium 1- High 1 - High
Probability
Medium
Probability 3 - Low 2 - Medium 1 - High
Probability
of
Occurrence Low
3 - Low 3 - Low 2 - Medium
Probability
Medium
Low Impact High Impact
Impact

Impact on Project

page 10
 Work Breakdown Structure
Solar Power System Installation
Phase 1: Feasibility Phase 2: Planning
and Design
2.1: Statement of
1.1: Feasibility Study 1.2: Owner decision Work 2.2.1: Work Schedule
(budget: $50,000) (Go, No Go) 2.2: Work Schedule
2.1.1: General 2.1.1.1: Overhead and Cost Estimate
1.1.1: Risk Analysis Requirements 2.2.2: Cost Estimate
(budget: $10,000) 2.1.1.2: Fence

1.1.2: Electrical/Solar 2.1.1.3: Roof (patch)

Load Analysis
(budget: $10,000) 2.1.1.4: Paint

2.1.1.5: Concrete

2.1.2: Structural 2.1.2.1: Materials

2.1.2.2: Labor

2.1.3: Electrical 2.1.3.1: Materials 2.1.3.1.1: Batteries

2.1.3.1.2: Solar Panels

2.1.3.2: Labor 2.1.3.1.1: Batteries

2.3: RFQ (Bid) 2.3.1: Contractor 2.1.3.2.1: Solar Panels

Response

2.3.2: Bid Analysis 2.4: Write Contract 2.4.1: Sign Contract

2.3.3: Award
Project

page 11
 Work Breakdown Structure (cont’d)

Phase 3: Phase 4: Training Phase 5: Turnover

Construction/Building

3.1: General Contractor 3.1.1.: Structural & 4.1.1: O & M 5.1: Review Acceptance 5.1.1: Accept As-
electrical upgrades Manuals-Batteries Documents Built Drawings

3.1.2: Install Solar 5.2: Acceptance to

4.1.2: O & M 5.2.1: Release Liens
Panels and Electrical Owner
Hook-up Manuals-Solar
Panels
5.2.2: Pay General
3.1.3: Build battery
Contractor
shelter

3.1.4: Install Batteries

3.1.5: Install
Transformers

page 12
 Stakeholder Reviews
Stakeholder Name Needs Expectations
Owner(s) -Minimal impact on the business -Regular communication with PM and GC
operations -Completed on time and within budget
-Fully operational system
Building Occupants -Safe and convenient access to the -Minimal noise during business hours
building -Minimum disruption to testing schedule
Clients/Product Testers - Safe and convenient access to the -Minimal noise during business hours
building -Minimum disruption to testing schedule
Project Manager -Ability to monitor & control project -Complete Owner cooperation
-Owner approval and funding - Regular communication with Owner and GC
General Contractor -Access to the building power system -Regular communication with Owner and PM
-Complete building/parking lot access -Prompt payment
-On site storage location -Owner cooperation
-Subcontractor completing work on-time
Subcontractors -Access to the building power system -Regular communication with GC
-Complete building/parking lot access -Prompt payment
-On site storage location -Owner cooperation
Engineering Consultants -Complete building/parking lot access -Owner cooperation
-As-built drawings of the existing building -Access to electricity bills for usage
requirements
Power Company -Access to electrical meter -Fully functioning system
-Notification of power change over
Building Neighbors - -Minimal noise
-Minimal impact to public roads and parking
Trainers -Training schedule -Maintenance team fully trained by the end of
the scheduled training
page 13
 6 Aces - Solar Power Project
ID WBS Task Name Duration Start Finish Jun 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
SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT F S SMTWT
1
1 Feasibility 35 days Mon 6/2/08 Fri 7/18/08 Feasibility

2
1.1 Feasibility Study 25 days Mon 6/2/08 Fri 7/4/08 Feasibility Study

3
1.1.1 Risk Analysis 5 wks Mon 6/2/08 Fri 7/4/08 Risk Analysis

4
1.1.2 Electrical/Solar Load Analysis 5 wks Mon 6/2/08 Fri 7/4/08 Electrical/Solar Load Analysis

5
1.2 Owner decision (Go/NoGo) 2 wks Mon 7/7/08 Fri 7/18/08 Owner decision (Go/NoGo)

6
2 Planning & Design 61 days Mon 7/21/08 Mon 10/13/08 Planning & Design

7
2.1 Statement of Work 21 days Mon 7/21/08 Mon 8/18/08 Statement of Work

8
2.1.1 General requirements 7 days Mon 7/21/08 Tue 7/29/08 General requirements

9
2.1.1.1 Overhead 2 days Mon 7/21/08 Tue 7/22/08 Overhead

10
2.1.1.2 Fence 1 day Wed 7/23/08 Wed 7/23/08 Fence

11
2.1.1.3 Roof (patch) 1 day Thu 7/24/08 Thu 7/24/08 Roof (patch)

12
2.1.1.4 Paint 1 day Fri 7/25/08 Fri 7/25/08 Paint

13
2.1.1.5 Concrete 2 days Mon 7/28/08 Tue 7/29/08 Concrete

14
2.1.2 Structural requirements 7 days Wed 7/30/08 Thu 8/7/08 Structural requirements

15
2.1.2.1 Materials 3.5 days Wed 7/30/08 Mon 8/4/08 Materials

16
2.1.2.2 Labor 3.5 days Mon 8/4/08 Thu 8/7/08 Labor

17
2.1.3 Electrical requirements 7 days Fri 8/8/08 Mon 8/18/08 Electrical requirements

18
2.1.3.1 Materials 3 days Fri 8/8/08 Tue 8/12/08 Materials

19
2.1.3.1.1 Batteries 2 days Fri 8/8/08 Mon 8/11/08 Batteries

20
2.1.3.1.2 Solar Panels 1 day Tue 8/12/08 Tue 8/12/08 Solar Panels

21
2.1.3.2 Labor 4 days Wed 8/13/08 Mon 8/18/08 Labor

22
2.1.3.2.1 Batteries 2 days Wed 8/13/08 Thu 8/14/08 Batteries

23
2.1.3.2.2 Solar Panels 2 days Fri 8/15/08 Mon 8/18/08 Solar Panels

24
2.2 Work Schedule & Cost Estimate 10 days Tue 8/19/08 Mon 9/1/08 Work Schedule & Cost Estimate

25
2.2.1 Work Schedule 1 wk Tue 8/19/08 Mon 8/25/08 Work Schedule

26
2.2.2 Cost Estimate 2 wks Tue 8/19/08 Mon 9/1/08 Cost Estimate

27
2.3 RFQ (Bid) 20 days Tue 9/2/08 Mon 9/29/08 RFQ (Bid)

28
2.3.1 Contractor Response 2 wks Tue 9/2/08 Mon 9/15/08 Contractor Response

29
2.3.2 Bid Analysis 1 wk Tue 9/16/08 Mon 9/22/08 Bid Analysis

30
2.3.3 Award Project 1 wk Tue 9/23/08 Mon 9/29/08 Award Project

31
2.4 Contracting 10 days Tue 9/30/08 Mon 10/13/08 Contracting

32
2.4.1 Write Contract 1 wk Tue 9/30/08 Mon 10/6/08 Write Contract

33
2.4.2 Sign Contract 1 wk Tue 10/7/08 Mon 10/13/08 Sign Contract

34
3 Building & Construction 35 days Tue 10/14/08 Mon 12/1/08 Building & Construction

35
3.1 General Contractor 35 days Tue 10/14/08 Mon 12/1/08 General Contractor

36
3.1.1 Structural & electrical upgrades 4 wks Tue 10/14/08 Mon 11/10/08 Structural & electrical upgrades

37
3.1.2 Install solar panels & electrical hookup 3 wks Tue 11/11/08 Mon 12/1/08 Install solar panels & electrical hookup

38
3.1.3 Build battery shelter 2 wks Tue 10/14/08 Mon 10/27/08 Build battery shelter

39
3.1.4 Install batteries 4 wks Tue 10/28/08 Mon 11/24/08 Install batteries

40
3.1.5 Install transformers 4 wks Tue 10/28/08 Mon 11/24/08 Install transformers

41
4 Training 6 days Tue 12/2/08 Tue 12/9/08 Training

42
4.1 O & M Batteries 24 hrs Tue 12/2/08 Thu 12/4/08 O & M Batteries

43
4.2 O & M Solar Panels 24 hrs Fri 12/5/08 Tue 12/9/08 O & M Solar Panels

44
5 Turnover 10 days Wed 12/10/08 Tue 12/23/08 Turnover

45
5.1 Review Acceptance Documents 1 wk Wed 12/10/08 Tue 12/16/08 Review Acceptance Documents

46
5.1.1 Accept As-Built Drawings 1 wk Wed 12/10/08 Tue 12/16/08 Accept As-Built Drawings

47
5.3 Owner Acceptance 5 days Tue 12/16/08 Tue 12/23/08 Owner Acceptance

48
5.3.1 Release Liens 1 wk Wed 12/17/08 Tue 12/23/08 Release Liens

49
5.3.2 Pay General Contractor 0 days Tue 12/16/08 Tue 12/16/08 12/16

Project: 6AcesSolarSchedule
Task Split Progress Milestone Summary Project Summary External Tasks External Milestone Deadline
Date: Thu 7/26/07

UC Berkeley Extenstion, x470

Cost Baseline Graph
Solar Power System Installation

$700,000

$600,000

$500,000

$400,000
Cost $
$300,000 Phase V
Phase IV
$200,000 Phase III
$100,000 Phase II
Phase I
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page 15
 Cost Baseline Task Days Total Cost
Task Days Total Cost
2.2.1 Work Schedule 5
Phase 1: Feasibility 35
2.2.2 Cost Estimate 10
1.1 Feasibility Study 25 $50,000.00
2.3 RFQ (Bid) 10
1.1.1 Risk Analysis 25 $10,000.00
2.3.1 Bid Analysis 5
1.1.2 Electrical/Solar Load Analysis 25 $10,000.00
2.3.2 Award Project 10
1.2 Owner Decision 10
2.4 Write Contract 5
Phase 2: Planning & Design 61 $30,000.00
2.4.1 Sign Contract 5
2.1 Statement of Work 21
Phase 3: Construction/Building 35
2.1.1 General Requirements 7
3.1 General Contractor 35 $92,000.00
2.1.1.1 Overhead 2
3.1.1 Structural & Electrical 20 $108,000.00
2.1.1.2 Fence 1
3.1.2 Install Solar Panels & Electrical
2.1.1.3 Roof (Patch) 1 Hook-up 15 $220,000.00

2.1.1.4 Paint 1 3.1.3 Build Battery Shelter 10 $10,000.00

2.1.1.5 Concrete 2 3.1.4 Install Batteries 20 $40,000.00

2.1.2 Structural 7 3.1.5 Install Transformers 20 $90,000.00

2.1.2.1 Materials 3.5 Phase 4: Training 6

2.1.2.2 Labor 3.5 4.1 O&M Batteries 3 $7,500.00

2.1.3 Electrical 7 4.2 O&M Solar Panels 3 $7,500.00

2.1.3.1 Materials 3 Phase 5: Turnover 10

2.1.3.1.1 Batteries 2 5.1 Review Acceptance Documents 5 $10,000.00

2.1.3.1.2 Solar Panels 1 5.1.1 Accept As-Built Drawings 5

2.1.3.2 Labor 4 5.2 Acceptance to Owner 5

2.1.3.2.1 Batteries 2 5.2.1 Release Liens 5

2.1.3.2.2 Solar Panels 2 5.2.2 Pay General Contractor 0

2.2 Work Schedule & Cost Estimate 10 Total Cost $685,000.00

page 16
Responsibility Assignments
Deliverable Description Resources
WBS# Owner PM PM Team Eng. Gen Trainer
Consultant Contractor

1.1 Feasibility Study S R I I

1.2 Owner Decision S I

2 Planning/Design I I

2.1 Statement of Work R/S I I I

2.2 Work schedule and R I I

Cost estimate

2.3 Request for Quote S I

2.4 Write Contract I S I S

3 Construction / Building I I I S

4 Training S I

5 Turnover R I I

5.1 Review Acceptance S I I

Documents

5.2 Accept. Docs to owner S I

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

page 17
Communication: Project Management

Recipient(s)
PROJECT Document Frequency Distribution Type of Owner GC Eng Building
MANAGEMENT Owner Format Document Consult Occupants
COMMUNICATION

Project Scope PM 1 meeting/email Word X

WBS PM Upon chg meeting/email Word X X X

request
submission

Resource PM Weekly meeting/email Word X X X

Assignment Matrix

Project Schedule PM Weekly meeting/email MS Project X X X

Cost Baseline PM Each meeting/email Excel X X X

lifecycle
phase

Risk Plan PM 1 meeting/email Word X X X

page 18
Communication: Product Process

Recipient(s)
PRODUCT PROCESS Document Frequency Distribution Type of Owner GC Eng Building
COMMUNICATION Owner Format Document Consult Occupants

Feasibility Study Eng Consult As edits email Word X X

Iterations are made

SOW Iterations Eng Consult As edits email Word X X

are made

Contract Iterations GC As edits email Word X X

are made

Construction GC Weekly meeting/email MS Project X X X

Schedule

Cost Estimate GC 1 or if chg email Word X X

request

Acceptance GC 1 meeting/email Word X X

Documents

page 19