Statement of Work and Plan John Doe Estates Remodel

Last Revised: [2/18/22]

John Doe Estates Remodel Statement of Work

Project Manager: Tyler Hubertus
Sponsor: John Doe Jr.

Revision History
Revision date Revised by Approved by Description of change
2/6/22 Tyler Hubertus John Doe Initial Issue
2/18/22 Tyler Hubertus John Doe Updates to Phases/timelines, task list,
scope, and risk.

Purpose and Context

1. John Doe Industries owns and operates multiple apartment complexes is Phoenix
Arizona. Given the state of some of the older units, John Doe Industries is
releasing multiple projects which consist of remodeling homes and retrofitting
existing utilities.
2. The project work has been divided into multiple packages which may include the
following:
a. Obtaining all needed permits and conducting all initial/closeout
inspections.
b. Purchasing of equipment and material.
c. Installation of Owner furnished material.
d. Equipment purchases and installation.

Phases or Timeline
1. The project is composed of multiple phases as follows:
a. Phase 1 (1/2/22 – 3/1/22) – Request for building/city permits and initial
inspections.
b. Phase 2 (3/1/22 – 3/31/22) – Civil construction the parking lot and parking
garage.
c. Phase 3 (6/1/22 – 8/1/22) – Structural construction of steel framing for the
parking garage.
d. Phase 4 (8/1/22 – 9/1/22) – Architectural construction, install new
stairways and exit signage.
e. Phase 5 9/1/22 – 11/1/22) – Deinstall and demo old home furnishings.
f. Phase 6 (11/1/22- 12/1/22) – Install new furnishings.
g. Phase 7 (12/1/22 – 1/2/23) – Final inspection and closeout.

MODIFIED FROM
Fast Foundation for Project Management – Statement of Work
Reference The Fast Forward MBA in Project Management
Filename: 617340562.docx 1 of 5
Statement of Work and Plan John Doe Estates Remodel
Last Revised: [2/18/22]

Work to Be Performed
All project tasks

Task description Who is responsible Due date

1. Civil Construction and submission of Josh Green 4/1/2022

rebar and shop drawings. Asphalt
placement.

2. Structural construction, Steel framing James Green 6/1/2022

for the parking garage. Install structural
steel for concrete support and platform
supports.

3. Architectural construction, Install new Jen Green 8/1/2022

stairway for second story access.
Install signage for emergency exit and
restricted access.

4. Deinstall old guardrails, cabinets, Jacob Green 9/1/2022

doors, and appliances.

5. Install new guardrails, cabinets, doors, Abby Green 11/22/22

and appliances.

6. Punchlist Dan Green 12/1/2022

7. Final inspection and closeout David Green 1/2/2023

Out of scope activities that are critical to the success of the project

1. Submitting city/state permits

2. Procurement of rebar and concrete.

3. Procurement of structural steel.

4. Procurement of cabinets, doors, hardware, and appliances.

5. AHA’s (Activity Hazard Analyst)

6. Job site safety

MODIFIED FROM
Fast Foundation for Project Management – Statement of Work
Reference The Fast Forward MBA in Project Management
Filename: 617340562.docx 2 of 5
Statement of Work and Plan John Doe Estates Remodel
Last Revised: [2/18/22]

7. Quality Assurance / Quality Control

Deliverables & Quality Criteria

Deliverable Name Due Date Quality Criteria

City/State Permits 3/1/22 Permits signed and documented.

Parking Lot 4/1/22 Fully paved, striped, and swept clean of debris.

Parking Garage 6/1/22 Installed per drawings. Signed off by inspector, meets
ADA/OSHA requirements, parking spots painted, swept
clean of debris.

Staircase to second floor 8/1/22 Installed per drawings. Signed of by inspector, meets
ADA/OSHA requirements, painted with weatherproof
paint.

Signage 8/1/22 Installed per drawings. All signs in place and meet
ADA/OSHA requirements.

Guard Rails 11/22/22 Installed per drawings. Signed of by inspector, meets

ADA/OSHA requirements, painted with weatherproof
paint.

Cabinets 11/22/22 Installed per spec, clean of debris.

Doors 11/22/22 Installed per drawings, painted, clean.

Hardware 11/22/22 Installed per drawings.

Appliances 11/22/22 Warranties collected, functioning, clean.

Risk Analysis

Risk Impact Mitigation Plan(s)

Delayed material Push in schedule, missed Order concrete in advance and

deadline by a few days. schedule trucks two months in advance.
Contact multiple vendors for material for
best lead times.

Design change Delay in schedule, possible Communicate with designers weekly,

material change, added cost. review design changes and answer any
MODIFIED FROM
Fast Foundation for Project Management – Statement of Work
Reference The Fast Forward MBA in Project Management
Filename: 617340562.docx 3 of 5
Statement of Work and Plan John Doe Estates Remodel
Last Revised: [2/18/22]

Risk Impact Mitigation Plan(s)

questions in a weekly meeting.

Weather Push in schedule Plan float in the schedule for

unforeseen circumstances.

Damaged material Delay in schedule/possible Check material as it is delivered,

material change, added cost document damages and report them to
the vendor for replacement
immediately.

Permits not issued Construction is delayed Work with the city 3 to 4 months in
advance for permitting and initial
inspections.

Measures of Success
The project will be judged complete and successful by
1. Meeting the client need date.
2. Meeting the client expectations.
3. Material arriving on time.
4. No delays in the schedule.
5. All appliances work and are delivered on time.
6. All inspections pass during first go around.

Stakeholder Analysis
Name & Role Major Responsibility or Contribution
John Doe Expectations and funding.
Customer
John Doe Jr. Making sure expectations are met.
Sponsor
Tyler Hubertus Ensuring that the project is kept on schedule and within
Management budget.
Josh green Ensuring all tasks are completed.
Team

Assumptions

Assumption: The construction of the new garage and steel support system will be built in
accordance with the design blueprints that are approved by the customer prior to
construction.

MODIFIED FROM
Fast Foundation for Project Management – Statement of Work
Reference The Fast Forward MBA in Project Management
Filename: 617340562.docx 4 of 5
Statement of Work and Plan John Doe Estates Remodel
Last Revised: [2/18/22]

Impact if assumption is incorrect: Construction will be delayed, and schedule will be pushed.
Assumption: Owner is responsible for providing a Geotech for all groundwork.
Impact if assumption is incorrect: Geotech will add cost to the project and schedule may be
delayed.
Assumption: Owner is responsible for providing a list of preferred subcontractors
Impact if assumption is incorrect: Contractor will provide their own subcontractors. Bidding out
new contractor may cause the schedule to be pushed and additional cost.
Assumption: General Contractor reserves the right to contract out services to customers
preferred subcontractors.
Impact if assumption is incorrect: Contractor will provide their own subcontractors. Bidding out
new contractor may cause the schedule to be pushed and additional cost.

MODIFIED FROM
Fast Foundation for Project Management – Statement of Work
Reference The Fast Forward MBA in Project Management
Filename: 617340562.docx 5 of 5