Task Name Duration Start Finish Commercial Construction 344 days Mon 19-09-30 Thu 21-0121 17 days Mon 19-09-30 Tue 19-10-22 Receive notice to proceed and sign contract 3 days Mon 19-09-30 Wed 19-10-02 Submit bond and insurance documents 2 days Thu 19-10-03 Prepare and submit project schedule 2 days Mon 19-10-07 Tue 19-10-08 Prepare and submit schedule of values 2 days Wed 19-10-09 Thu 19-10-10 Obtain building permits 4 days Thu 19-10-03 Submit preliminary shop drawings 2 wks Wed 19-10-09 Tue 19-10-22 1 day 70 days Thu 19-10-03 Fri 19-10-04 Thu 19-10-03 Thu 20-01-09 2 wks Fri 19-10-04 Thu 19-10-17 2 wks Wed 19-10-23 Tue 19-11-05 2 wks Wed 19-10-23 Tue 19-11-05 2 wks Wed 19-10-23 Tue 19-11-05 2 wks Wed 19-10-23 Tue 19-11-05 2 wks Wed 19-10-23 Tue 19-11-05 12 wks Fri 19-10-18 Thu 20-01-09 10 days Thu 19-10-03 Wed 19-10-16 Install temporary power Install temporary water service 2 days 2 days Thu 19-10-03 Thu 19-10-03 Fri 19-10-04 Fri 19-10-04 Set up site office 3 days Mon 19-10-07 Wed 19-10-09 Set line and grade benchmarks 3 days Thu 19-10-10 Mon 19-10-14 Prepare site - lay down yard and temporary fencing 2 days Tue 19-10-15 Wed 19-10-16 35 days Thu 19-10-17 Wed 19-12-04 3 days Thu 19-10-17 Mon 19-10-21 General Conditions Submit monthly requests for payment Long Lead Procurement Submit shop drawings and order long lead items steel Submit shop drawings and order long lead items roofing Submit shop drawings and order long lead items elevator Submit shop drawings and order long lead items plumbing Submit shop drawings and order long lead items electric Submit shop drawings and order long lead items HVAC Detail, fabricate and deliver steel Mobilize on Site Site Grading and Utilities Clear and grub site Fri 19-10-04 Tue 19-10-08 Stone site access and temporary parking area 2 days Tue 19-10-22 Wed 19-10-23 Rough grade site (cut and fill) 1 wk Thu 19-10-24 Wed 19-10-30 Install storm drainage 2 wks Thu 19-10-31 Wed 19-11-13 Install exterior fire line and building fire riser 2 wks Thu 19-10-31 Wed 19-11-13 Perform final site grading 2 wks Thu 19-11-14 Wed 19-11-27 Erect building batter boards and layout building 1 wk Thu 19-11-28 Wed 19-12-04 33 days Thu 19-12-05 Mon 20-01-20 Excavate foundations 2 wks Thu 19-12-05 Wed 19-12-18 Excavate elevator pit Form column piers and spread foundations Rough-in electric and plumbing in elevator 2 days 4 days 4 days Thu 19-12-05 Fri 19-12-06 Thu 19-12-19 Tue 19-12-24 Mon 19-12-09 Thu 19-12-12 Form elevator pit walls 4 days Fri 19-12-13 Set reinforcing and anchor bolts 4 days Wed 19-12-25 Mon 19-12-30 Pour column piers and foundations 5 days Tue 19-12-31 Mon 20-01-06 Pour concrete elevator walls 1 day Thu 19-12-19 Thu 19-12-19 Cure elevator wall concrete 7 days Fri 19-12-20 Mon 19-12-30 Cure piers and foundations 7 days Tue 20-01-07 Wed 20-01-15 Strip wall forms 1 day Tue 19-12-31 Tue 19-12-31 Strip column piers and foundation forms 3 days Thu 20-01-16 Mon 20-01-20 Install pneumatic tube in elevator pit 3 days Wed 20-01-01 Fri 20-01-03 Prepare and pour concrete floor in elevator pit 1 day Mon 20-01-06 Mon 20-01-06 45 days Tue 20-01-21 Mon 20-03-23 2 wks Tue 20-01-21 Mon 20-02-03 2 wks Tue 20-02-04 Mon 20-02-17 2 wks Tue 20-02-04 Mon 20-02-17 2 wks Tue 20-02-18 Mon 20-03-02 Foundations Steel Erection Erect steel columns, beams and joist - 1st and 2nd floors Erect steel columns, beams and joist - 3rd floor and roof Install miscellaneous iron and bracing - 1st and 2nd floors Install miscellaneous iron and bracing - 3rd floor and roof Wed 19-12-18 Install stairs and miscellaneous iron railing 2 wks Tue 20-03-03 Mon 20-03-16 Touch-up paint on steel 1 wk Tue 20-03-17 Mon 20-03-23 85 days Tue 20-02-04 Mon 20-06-01 5 days Tue 20-03-24 Mon 20-03-30 5 days Tue 20-02-04 Mon 20-02-10 4 days 7 days 2 days Tue 20-03-31 Fri 20-04-03 Mon 20-04-06 Tue 20-04-14 Wed 20-04-15 Thu 20-04-16 Form 3rd floor including all floor openings 5 days Wed 20-04-15 Tue 20-04-21 Install rebar and in-floor utilities (including mechanical, electrical, plumbing) 5 days Wed 20-04-15 Tue 20-04-21 Pour 3rd floor slab 4 days Wed 20-04-22 Mon 20-04-27 Cure 3rd floor slab 7 days Tue 20-04-28 Wed 20-05-06 Strip forms from 3rd floor slab 2 days Thu 20-05-07 Fri 20-05-08 Form roof slab including all floor openings 5 days Thu 20-05-07 Wed 20-05-13 5 days Thu 20-05-07 Wed 20-05-13 4 days 7 days Thu 20-05-14 Tue 20-05-19 Wed 20-05-20 Thu 20-05-28 Strip forms from roof slab 2 days Fri 20-05-29 Mon 20-06-01 Form 1st floor 4 days Fri 20-04-17 Wed 20-04-22 Install electrical underground Install plumbing underground 1 wk 1 wk Fri 20-04-17 Fri 20-04-17 Thu 20-04-23 Thu 20-04-23 Install rebar and in-floor utilities 4 days Fri 20-04-17 Wed 20-04-22 Pour 1st floor slab 4 days Fri 20-04-24 Wed 20-04-29 Cure 1st floor slab Strip forms from 1st floor slab 7 days 2 days Thu 20-04-30 Fri 20-05-08 Mon 20-05-11 Tue 20-05-12 15 days Tue 20-06-02 Mon 20-06-22 3 wks Tue 20-06-02 Mon 20-06-22 110 days Tue 20-03-03 Mon 20-08-03 Form and Pour Concrete - Floors and Roof Form 2nd floor including all floor openings Install rebar and in-floor utilities (including mechanical, electrical, plumbing) Pour 2nd floor slab Cure 2nd floor slab Strip forms from 2nd floor slab Install rebar and in-floor utilities (including mechanical, electrical, plumbing) Pour roof slab Cure roof slab Carpentry Work Install exterior sheathing and metal studs Masonry Work Rough-in plumbing at toilets and masonry walls 4 wks Wed 20-05-13 Tue 20-06-09 Lay masonry at core, mechanical, and toilets 4 wks Tue 20-03-03 Mon 20-03-30 Install exterior masonry work 5 wks Tue 20-06-23 Mon 20-07-27 Install roof drains 2 days Tue 20-07-28 Wed 20-07-29 Install tile in toilet rooms 2 wks Wed 20-06-10 Tue 20-06-23 Clean masonry 1 wk Tue 20-07-28 Mon 20-08-03 Clean toilet room tile Roofing Install flashing at parapet walls Pour lightweight concrete roof fill Install seamless roofing material Spread stone ballast on seamless roof Set rooftop equipment 1 wk 31 days 4 days 2 days 5 days 5 days 2 wks Wed 20-06-24 Tue 20-07-28 Tue 20-07-28 Mon 20-08-03 Wed 20-08-12 Wed 20-08-19 Wed 20-08-26 Tue 20-06-30 Tue 20-09-08 Fri 20-07-31 Tue 20-08-04 Tue 20-08-18 Tue 20-08-25 Tue 20-09-08 Window wall and store front closures 60 days Tue 20-07-28 Mon 20-10-19 Install window wall aluminum and glass 5 wks Tue 20-07-28 Mon 20-08-31 Install interior stud walls and drywall 5 wks Tue 20-09-01 Mon 20-10-05 Install interior doors and hardware 2 wks Tue 20-10-06 Mon 20-10-19 Install store front doors and hardware 3 wks Tue 20-07-28 Mon 20-08-17 80 days Tue 20-09-01 Mon 20-12-21 Install millwork and wood trim 3 wks Tue 20-10-06 Mon 20-10-26 Paint walls and woodwork 4 wks Tue 20-10-27 Mon 20-11-23 Install conduit at ceiling plenum space 3 wks Tue 20-09-01 Mon 20-09-21 Install duct in ceiling plenum space 3 wks Tue 20-10-06 Mon 20-10-26 Install ceiling grid 2 wks Tue 20-10-27 Mon 20-11-09 Install ceiling tile 2 wks Tue 20-11-10 Mon 20-11-23 Hang wallpaper 2 wks Tue 20-11-10 Mon 20-11-23 Install building carpet 4 wks Tue 20-11-24 Mon 20-12-21 Install hardware and accessories 3 wks Tue 20-11-24 Mon 20-12-14 Building Finishes Complete interior and exterior sod and plantings 2 wks Tue 20-11-24 Mon 20-12-07 Pave, curb, and stripe parking lot 2 wks Tue 20-12-08 Mon 20-12-21 40 days Tue 20-03-31 Mon 20-05-25 Set elevator equipment in shafts 4 wks Tue 20-03-31 Mon 20-04-27 Set equipment in mechanical room 2 wks Tue 20-04-28 Mon 20-05-11 Test and align doors and equipment 2 wks Tue 20-05-12 Mon 20-05-25 90 days Tue 20-08-04 Mon 20-12-07 Rough-in plumbing in drywall walls 4 wks Tue 20-09-01 Mon 20-09-28 Tie-in fire line riser and set valves 2 wks Tue 20-08-04 Mon 20-08-17 Set plumbing fixtures and trim 3 wks Tue 20-09-29 Mon 20-10-19 Flush, test, and clean piping and fixtures 2 wks Tue 20-11-24 Mon 20-12-07 Elevators Plumbing Electrical 139 days Wed 20-05-13 Mon 20-11-23 Rough-in electrical in masonry walls 4 wks Wed 20-05-13 Tue 20-06-09 Rough-in electrical in drywall walls 4 wks Tue 20-09-01 Mon 20-09-28 Pull wire in conduit and set area transformers 3 wks Tue 20-09-22 Mon 20-10-12 Install and terminate electrical devices 3 wks Tue 20-10-13 Mon 20-11-02 Make electrical terminations for HVAC equipment 2 days Tue 20-10-13 Wed 20-10-14 Install light fixtures - test and clean 2 wks Tue 20-11-10 Mon 20-11-23 180 days Tue 20-03-31 Mon 20-12-07 Set equipment in mechanical room 2 wks Tue 20-03-31 Mon 20-04-13 Rough-in mechanical in masonry walls 4 wks Wed 20-05-13 Tue 20-06-09 Rough-in mechanical in drywall walls 2 wks Tue 20-09-01 Mon 20-09-14 Install duct in building chase 3 wks Tue 20-09-01 Mon 20-09-21 Set HVAC trim and test and balance system 4 wks Tue 20-11-10 Mon 20-12-07 Heating and Ventilating - AC Final Clean-up and Occupancy 60 days Tue 20-10-06 Mon 20-12-28 Install hard tile flooring in common areas 1 wk Tue 20-10-06 Mon 20-10-12 Clean hard tile floors 4 days Tue 20-10-13 Fri 20-10-16 Remove debris from building and do final clean-up 4 days Tue 20-12-22 Fri 20-12-25 Substantial completion date 1 day Mon 20-12-28 Mon 20-12-28 6 days Mon 20-12-28 Mon 21-01-04 Complete elevator inspection and certification 3 days Mon 20-12-28 Wed 20-12-30 Perform architect's inspection 1 day Thu 20-12-31 Thu 20-12-31 Perform local building agency inspection 1 day Fri 21-01-01 Fri 21-01-01 Perform Fire Marshal's inspection 1 day Mon 21-01-04 Mon 21-01-04 Complete punch list items from all inspections 2 wks Tue 21-01-05 Mon 21-01-18 Obtain certificate of occupancy 2 days Tue 21-01-19 Wed 21-01-20 Issue final completion documents including warranties 1 day Tue 21-01-19 Tue 21-01-19 Issue final request for payment 1 day Thu 21-01-21 Thu 21-01-21 Complete Final Inspections Predecessors Resource Names G.C. General Management 2 G.C. Project Management,G.C. General Management[25%] 3 G.C. Project Management[25%],G.C. Scheduler 4 G.C. General Management[10%],G.C. Project Management 2 G.C. Project Management[50%],G.C. Procurement[50%] 6 G.C. Project Management[50%],G.C. Procurement[50%] 2 8 Steel Erection Contractor Management 7 Roofing Contractor Management 7 Elevator Contractor Management 7 Plumbing Contractor Management 7 Electric Contractor Management 7 HVAC Contractor Management 10 Steel Erection Contractor Management[50%],Steel Erection Contractor[50%] 2 Electric Contractor 2 Plumbing Contractor 18,19 G.C. Superintendent,G.C. Labor Crew[10%] 20 G.C. Survey Crew 21 Site Grading Contractor,G.C. Labor Crew[10%] 20,22 Site Grading Contractor 24,22 Site Grading Contractor 25 Site Grading Contractor 26 Site Grading Contractor 26 Plumbing Contractor 27FF+1 day,28 Site Grading Contractor 29 G.C. Survey Crew 30 Site Grading Contractor[50%] 30 Site Grading Contractor 32 G.C. Rough Carpenter Crew 33 Plumbing Contractor,Electric Contractor 35 G.C. Rough Carpenter Crew 34 G.C. Rough Carpenter Crew 37 G.C. Concrete Crew 36 G.C. Concrete Crew 39 G.C. Labor Crew[10%] 38 G.C. Labor Crew[10%] 40 G.C. Labor Crew[10%] 41 G.C. Labor Crew 42 Elevator Contractor 44 G.C. Concrete Crew 43,16 Steel Erection Contractor 47 Steel Erection Contractor 47 Steel Erection Contractor[75%] 48 Steel Erection Contractor[75%] 50 Steel Erection Contractor[50%] 51 Steel Erection Contractor[20%] 52,13,14,15,47 G.C. Rough Carpenter Crew,G.C. Labor Crew[20%] G.C. Labor Crew[33%],Plumbing Contractor[33%],Electric Contractor[33%] G.C. Concrete Crew 56 G.C. Labor Crew[10%] 57 G.C. Labor Crew 47 55,54 57 G.C. Rough Carpenter Crew[50%],G.C. Labor Crew[20%] 57 60,59 G.C. Labor Crew[33%],Plumbing Contractor[33%],Electric Contractor[33%] G.C. Concrete Crew 61 G.C. Labor Crew[10%] 62 G.C. Labor Crew 62 G.C. Rough Carpenter Crew,G.C. Labor Crew[20%] G.C. Labor Crew[33%],Plumbing Contractor[33%],Electric Contractor[33%] G.C. Concrete Crew 66 G.C. Labor Crew[10%] 62 65,64 67 G.C. Labor Crew 58 G.C. Rough Carpenter Crew 58 Electric Contractor 58 Plumbing Contractor G.C. Labor Crew[33%],Plumbing Contractor[33%],Electric 58 Contractor[33%] 69,72,70,71 G.C. Concrete Crew 73 G.C. Labor Crew[10%] 74 G.C. Labor Crew 63,68 Drywall Contractor 75,13 Plumbing Contractor 49,50 Masonry Contractor 77 Masonry Contractor 81 Roofing Contractor 79 Tile Contractor 81 Masonry Contractor[50%] 83 Tile Contractor[50%] 11,82,87 88FS+5 days 81 Roofing Contractor Roofing Contractor Roofing Contractor 89 Roofing Contractor 90 HVAC Contractor 81 Window Contractor 93 Drywall Contractor 94 G.C. Finish Carpenter Crew 81 Window Contractor 96,94 G.C. Finish Carpenter Crew 98,95 Painting Contractor 93 Electric Contractor 94.100 HVAC Contractor 94.101 Drywall Contractor 102 Drywall Contractor 102 Painting Contractor 99 Carpet Contractor 99 G.C. Finish Carpenter Crew 99 Landscape Contractor 107 Paving Contractor 80,45,12 Elevator Contractor 110 Elevator Contractor 111 Elevator Contractor 93 Plumbing Contractor 84 Plumbing Contractor 85,114,79 Plumbing Contractor 99.115.116 Plumbing Contractor 75,14 Electric Contractor 93 Electric Contractor 119.100 Electric Contractor 121.120 Electric Contractor 121,91 Electric Contractor 102.122 Electric Contractor 80,15 HVAC Contractor 75 HVAC Contractor 93 HVAC Contractor 126,127,93 HVAC Contractor 102.129.123 HVAC Contractor 94 Tile Contractor 132 Tile Contractor[50%] 105.104.106.107.117.000.000.000 G.C. Labor Crew 134 G.C. Superintendent 134.112 Elevator Contractor 134.108.137 G.C. Superintendent[50%],G.C. Project Management[50%] 138 G.C. Project Management[50%],G.C. Superintendent[50%] 139 G.C. Superintendent[50%],G.C. Project Management[50%] G.C. Superintendent[11%],G.C. Labor Crew[11%],Plumbing Contractor[11%],Electric Contractor[11%],HVAC 140 Contractor[11%],Drywall Contractor[11%],Carpet Contractor[11%],Paving Contractor[11%],Painting Contractor[11%] 141 G.C. Project Management 141 G.C. Project Management 142.143 G.C. Project Management[33%],G.C. Accounting[33%],G.C. General Management[33%] Editable Version: PRO JEC T MANAG EMENT PLAN Project Title:Click here to enter text. Date Prepared: Click here to enter a date. Project Life Cycle:Click here to enter text. Phase Key Activities Key Deliverables Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. How will you monitor and control? Click here to enter text. to text. ClickWhat here needs to enter happen before Phase starts? Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Same Phases as Click here to enter text. above. Phase Reviews Entry Criteria Exit Criteria Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. What are you delivering yourtext. Click here to to enter “Customer”? Click here to enter text. What has to be completed to Click here to enter text. consider the Phase Click here tocomplete? enter text. Click here to enter text. Development Approaches: Deliverable Click here to enter text. How are you going Click here to enter text. to deliver it? Click here to enter text. (Project Charter) (Project Charter) Development Approach Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Subsidiary Management Plans: Name Read the introduction to each here to enter text. Knowledge Area in Click PMBOK. Summarize your approach here. Click here to enter text. Look at Book of Forms for more ideas. Comment Scope Time Click here to enter text. Cost Click here to enter text. Quality Click here to enter text. Resource Click here to enter text. Communications Click here to enter text. Risk Click here to enter text. Procurement Click here to enter text. Stakeholder Click here to enter text. Other Plans Click here to enter text. Variance Thresholds: Scope Variance Threshold Scope Baseline Management Click here to enter text. Ignore the “Variance Thresholds and baselines” Until next class. Schedule Variance Threshold Schedule Baseline Management Click here to enter text. Click here to enter text. Cost Variance Threshold Cost Baseline Management Click here to enter text. Click here to enter text. Baselines:Click here to enter text. Attach all project baselines. PROJECT MANAGEMENT PLAN Project Title:Click here to enter text. Date Prepared: Click here to enter a date. Project Life Cycle:Click here to enter text. Phase Key Activities Key Deliverables Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Phase Reviews Entry Criteria Exit Criteria Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Development Approaches: Deliverable Development Approach Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Subsidiary Management Plans: Name Comment Scope Click here to enter text. Time Click here to enter text. Cost Click here to enter text. Quality Click here to enter text. Resource Click here to enter text. Communications Click here to enter text. Risk Click here to enter text. Procurement Click here to enter text. Stakeholder Click here to enter text. Other Plans Click here to enter text. Variance Thresholds: Scope Variance Threshold Scope Baseline Management Click here to enter text. Click here to enter text. Schedule Variance Threshold Schedule Baseline Management Click here to enter text. Click here to enter text. Cost Variance Threshold Cost Baseline Management Click here to enter text. Click here to enter text. Baselines:Click here to enter text. Attach all project baselines For instructions on using this template, please see Notes to Author/Template Instructions on page 17. Notes on accessibility: This template has been tested and is best accessible with JAWS 11.0 or higher. For questions about using this template, please contact CMS IT Governance. To request changes to the template, please submit an XLC Process Change Request (CR). Centers for Medicare & Medicaid Services CMS eXpedited Life Cycle (XLC) Project Management Plan Version X.X MM/DD/YYYY Document Number: Contract Number: CMS XLC Table of Contents Table of Contents 1. Introduction .............................................................................................................. 1 1.1 1.2 Purpose of the Project Management Plan ....................................................... 1 Project Characterization .................................................................................. 1 2. Executive Summary of Project Charter .................................................................. 1 3. Overview ................................................................................................................... 1 4. Assumptions/Constraints/Risks ............................................................................. 2 4.1 4.2 4.3 Assumptions.................................................................................................... 2 Constraints ...................................................................................................... 2 Risks ............................................................................................................... 2 5. Project Scope ........................................................................................................... 2 5.1 5.2 5.3 5.4 5.5 5.6 Requirements Management ............................................................................ 2 Scope Statement ............................................................................................. 3 Scope Management ........................................................................................ 3 Work Breakdown Structure ............................................................................. 3 Deployment Plan ............................................................................................. 3 Change Control Management ......................................................................... 3 6. Overall Project Management Approach ................................................................. 3 6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8 6.9 6.10 6.11 6.12 6.13 6.14 6.15 Estimating ....................................................................................................... 3 Schedule Management ................................................................................... 4 6.2.1 Milestones.......................................................................................... 4 6.2.2 Project Schedule ................................................................................ 4 Financial Management (Cost/Budget Management) ....................................... 5 Earned Value Management............................................................................. 5 Performance Measurement ............................................................................. 5 Non-EVM Metrics ............................................................................................ 6 Quality Management ....................................................................................... 6 Staff Management ........................................................................................... 6 6.8.1 Project Team Training ....................................................................... 7 Communication Management ......................................................................... 7 6.9.1 Communications Matrix ..................................................................... 7 Risk Management ........................................................................................... 7 6.10.1 Risk Register (Risk Log) .................................................................... 8 Configuration Management ............................................................................. 8 Development Approach ................................................................................... 8 Issue Management .......................................................................................... 8 6.13.1 Issues List (Issue Log) ....................................................................... 9 Records Management ..................................................................................... 9 Acquisition Strategy ........................................................................................ 9 Project Management Plan Version X.X ii CMS XLC 6.16 6.17 6.18 List of Figures 6.15.1 Subcontractor Management............................................................... 9 Software Process Improvement (SPI) ........................................................... 10 Security ......................................................................................................... 10 Compliance Related Training ........................................................................ 10 Appendix A: Record of Changes ........................................................................ 12 Appendix B: Acronyms ....................................................................................... 13 Appendix C: Glossary ......................................................................................... 14 Appendix D: Referenced Documents ................................................................. 15 Appendix E: Approvals ....................................................................................... 16 Appendix F: Notes to the Author / Template Instructions ............................... 17 Appendix G: XLC Template Revision History .................................................... 18 Appendix H: Additional Appendices .................................................................. 19 List of Figures No table of figures entries found. List of Tables Table 1: Project Characterization .................................................................................... 1 Table 2: Milestones ......................................................................................................... 4 Table 3: Record of Changes ......................................................................................... 12 Table 4: Acronyms ........................................................................................................ 13 Table 5: Glossary .......................................................................................................... 14 Table 6: Referenced Documents ................................................................................... 15 Table 7: XLC Template Revision History....................................................................... 18 Project Management Plan Version X.X iii CMS XLC Introduction 1. Introduction This Project Management Plan (PMP) provides detailed plans, processes, and procedures for managing and controlling the life cycle activities of the project. It describes the processes and approaches for managing (i.e., planning, monitoring, and controlling) the project. The information in this PMP provides the basis for communication and understanding among project team members and all other stakeholders. 1.1 Purpose of the Project Management Plan Instructions: Provide the purpose of the project management plan. The intended audience of the PMP is all project stakeholders including the project sponsor, senior leadership and the project team. 1.2 Project Characterization Instructions: Characterize the project by identifying the following key project attributes: CMS Strategic Goals, CMS Enterprise Architecture Business Segment(s), CMS Program(s), IT Investment (s), and IT Systems that are associated with this project. Table 1: Project Characterization CMS Strategic Goals Enter the specific CMS strategic goals to which this project aligns. CMS Enterprise Architecture Segment Enter the CMS Segment Enterprise Architecture that this Project supports. CMS Programs Enter the program(s) that this project impacts. CMS IT Investments Enter specific investment(s) in the CMS Portfolio Management Tool that are funding this project CMS IT Systems Enter any IT systems that will be impacted by this project. 2. Executive Summary of Project Charter Instructions: Provide an executive summary of the approved project charter. Provide a reference to the approved Project Charter. Elaborate on any sections within the Project Charter that need further detail contained within the PMP. 3. Overview Instructions: Provide a high-level overview of the project. Focus on the process and deliverable aspects of the project, including contract type, start and end dates, major Project Management Plan Version X.X 1 CMS XLC Assumptions/Constraints/Risks milestones, and stakeholders. Reference the Project Charter, if one exists. 4. Assumptions/Constraints/Risks 4.1 Assumptions Instructions: Describe any assumptions or dependencies regarding the project that impact this PMP. If this PMP includes detail sections, include all assumptions for all approaches. If separate subsidiary plans accompany this PMP, you may include all assumptions/dependencies here or in the individual subsidiary plans as appropriate. 4.2 Constraints Instructions: Describe any limitations or constraints that have a significant impact on this PMP. If separate subsidiary plans accompany this PMP, you may include all constraints here or in the individual subsidiary plans as appropriate. 4.3 Risks Instructions: Describe any risks associated with the content of this PMP and proposed mitigation strategies. If separate subsidiary plans accompany this PMP, you may include all risks here or in the individual subsidiary plans as appropriate. Remember to include any identified risks in your project’s Risk Register. 5. Project Scope 5.1 Requirements Management Instructions: Describe the approach for managing requirements during the project life cycle to ensure that requirements are controlled to establish a baseline for development, acquisition, or management, and to ensure plans, work products, and activities are consistent with the requirements. Describe the approach to identifying, developing, maintaining, and managing requirements. Discuss inputs, processes, outputs, timing, entrance and exit criteria, events and other information as appropriate. Include a description of the methods and tools that will be used, including the requirements numbering convention that will be employed. Also identify the roles and responsibilities specific to requirement management, and how participants will interface with each other. Describe the traceability strategy, and how the requirements will be structured in the requirements management tool or repository based on that strategy, identifying the relationship, interface, or dependency on data in other tools. If a separate, standalone Requirements Management Plan is created for the project, refer to that plan in this section. If appropriate, also refer to other applicable PMP subsidiary plans (e.g., Change Management Plan, Configuration Management (CM) Plan, etc.). For guidance on requirements classification, refer to the CMS Requirements Writers Guide, which is published on the CMS website located at: Project Management Plan Version X.X 2 CMS XLC Overall Project Management Approach https://www.cms.gov/Research-Statistics-Data-and-Systems/CMS-InformationTechnology/XLC/Downloads/RequirementsWritersGuide.zip . 5.2 Scope Statement Instructions: Describe the products and services to be provided for this project. The scope statement provides a documented basis for making project decisions and for confirming or developing a common understanding of the project among stakeholders. If this PMP covers a portion of the SDLC, identify which SDLC phases are covered and explain why the other phases are not included. 5.3 Scope Management Instructions: Describe how the project scope will be defined, developed, verified, and managed by the Project Management Team. 5.4 Work Breakdown Structure Instructions: Provide the WBS down to the level at which control will be exercised, as a baseline scope document. If appropriate, refer back to the corporate SDMP. The WBS may be included in this section or referenced as an Appendix. Describe how the WBS was created and defined. 5.5 Deployment Plan Instructions: An example of a deployment plan includes an application launched to state health partners. This section would discuss the approach for rolling out the application to the end users, including conducting environment assessments, developing memorandums of understandings, hardware/software installation and data conversion. 5.6 Change Control Management Instructions: An example of a Change Control includes the development server for your project administered by another organization that is responsible for installing machine upgrades and there are scheduled outages that will impact your project schedule. Changes to the project will need to be made to deal with the potential impact of the scheduled outage. 6. Overall Project Management Approach Instructions: Describe the overall project management approach or strategy. Refer to PPA as appropriate. 6.1 Estimating Instructions: Describe the process for estimating software development cost, effort, and schedule for the project. Also, describe the process for estimating software size (e.g., function points, source lines of code), computer resources (e.g., millions of instructions Project Management Plan Version X.X 3 CMS XLC Overall Project Management Approach per second (MIPS)), communications network capacity (e.g., local area network (LAN) and wide area network (WAN) utilization, and data storage). If appropriate, refer to your corporate SDMP for some or all of the content of this section. If a standalone Schedule Management Plan is created and the subject of estimating is expanded or tailored in that plan, refer to the Schedule Management Plan. 6.2 Schedule Management Instructions: Describe the approach for how the Project Schedule will be established and managed. This section should describe the approach for task definition, estimating level of effort, resource allocation, methods and tools. It should also address schedule management, including how schedule changes will be determined, obtaining agreement on schedule changes, managing schedule changes, and measuring and reporting schedule performance. An example of schedule management approach is to establish a baseline within the first two weeks of the project and monitor progress against the baseline on a weekly basis. The Project Manager will be responsible for ensuring the project schedule is updated with the latest information and never more than three business days out of date. For variances on executive milestones greater than 10%, the project may choose to use guidance specified by CPIC. If appropriate, refer to your corporate SDMP for some or all of the content in this section. If a separate, standalone Schedule Management Plan is created for the project, refer to that plan in this section. A template for a Schedule Management Plan is available from the CMS website located at: https://www.cms.gov/Research-StatisticsData-and-Systems/CMS-Information-Technology/XLC/index.html. The template provides further guidance as to content that should be considered for inclusion in this section of the PMP or for inclusion in a standalone plan. 6.2.1 Milestones The table below lists the milestones for this project, along with their estimated completion timeframe. Table 2: Milestones Milestones Estimated Completion Timeframe 6.2.2 Project Schedule Instructions: Insert the project’s schedule or provide a reference to where it is stored. Project Management Plan Version X.X 4 CMS XLC 6.2.2.1 Overall Project Management Approach Dependencies Instructions: Insert the schedule/project dependencies (both internal and external). 6.3 Financial Management (Cost/Budget Management) Instructions: Document the agreed to Financial Measurement Baseline (FMB) for the project and define how it will be tracked. Define the reviews that will be established for reporting on the financial health of the project. Also define the invoicing requirements and timelines for the project. This section should describe the financial management approach for the project, including methods and tools, roles and responsibilities, and training requirements, as well as the requirements and procedures for financial status reporting, and the requirements and procedures for invoicing, if applicable. If appropriate, refer to your corporate SDMP for some or all of the content in this section. If a separate, standalone Financial Management Plan is created for the project, refer to that plan in this section. A template for a standalone Financial Management Plan is available from the CMS website located at: https://www.cms.gov/ResearchStatistics-Data-and-Systems/CMS-InformationTechnology/XLC/Downloads/FinancialMgmtPlan.docx . The template provides further guidance as to content that should be considered for inclusion in this section of the PMP or for inclusion in a standalone plan. Insert the project’s cost management plan here or provide a reference to where it is stored. 6.4 Earned Value Management Instructions: Describe the Earned Value Management System (EVMS) that will be employed to provide an integrated view of cost and schedule performance for the project. If appropriate, refer back to the corporate SDMP. Describe the approach for determining how EVM methods will be applied to control accounts and work packages. For example, identify for what types of work packages will the various EVM methods (e.g., level of effort, weighted milestones, percent complete, units complete, fixed formula (0/100% , 50%/50%, etc.)) be applied . If subcontractors are involved, also describe how the prime contractor will ensure an integrated EVM approach across the entire project team. If appropriate, refer to your corporate SDMP for some or all of the content of this section. If you create other subsidiary plans (e.g., Performance Measurement Plan) that impact your EVM approach, refer to the respective plan. 6.5 Performance Measurement Instructions: Describe the approach for performance measurement to include objectives and standards, methods and tools, roles and responsibilities, as well as a time-phased plan against which project performance will be measured. Also describe the data that will be collected, where it will be stored, and the approach for analyzing the data. Include a description of the approach for reporting metrics and for identifying and addressing deficiencies. If appropriate, refer to your corporate SDMP for some or all of the content in this section. If a separate, standalone Performance Measurement Plan is created for the Project Management Plan Version X.X 5 CMS XLC Overall Project Management Approach project, refer to that plan in this section. A template for a standalone Performance Measurement Plan is available from the CMS website located at: https://www.cms.gov/Research-Statistics-Data-and-Systems/CMS-InformationTechnology/XLC/index.html. The template provides further guidance as to content that should be considered for inclusion in this section of the PMP or for inclusion in a standalone plan. 6.6 Non-EVM Metrics Instructions: Describe the approach for identifying objective measures to assess software design complexity and quality for the project. Describe all metrics to be collected, when they will be collected, how they will be collected, how they will be reported (e.g., graph, table, etc.), and how they will be analyzed and used to manage the project. Project Service Level Agreements and Award Fee Plan metrics should also be addressed. If appropriate, refer to your corporate SDMP for some or all of the content of this section. If a standalone Performance Measurement Plan is created for this project, refer to that plan as appropriate. 6.7 Quality Management Instructions: Document the necessary information required to effectively manage quality during the life cycle of the project. Define the project’s quality policies, procedures, areas of application and associated criteria. Document the quality management approach to include the quality objectives and standards, methods and tools, and roles and responsibilities. Describe the operational techniques and activities that will be used to provide quality assurance, including identification of the assessments, reviews, and audits that will be conducted, the process for quality analysis, how quality will be determined and measured, and how corrective actions will be handled. An example for an information system, controlling the consistency of screen layouts would include reviewing all screens to make sure they match the standards. Quality measures may be no bugs or defects for certain critical requirements, consistent screen layouts, or correctly calculating variables. Quality may be ensured through inspections, audits, formal testing and documentation of defects in a defect tracking system to ensure defects are fixed, retested and closed. Some projects may choose to use a traceability matrix to determine if critical requirements have been met. If appropriate, refer to your corporate SDMP for some or all of the content in this section. If a separate, standalone Quality Management Plan is created for the project, refer to that plan in this section. A template for a standalone Quality Management Plan is available from the CMS website located at: https://www.cms.gov/Research-StatisticsData-and-Systems/CMS-Information-Technology/XLC/index.html. The template provides further guidance as to content that should be considered for inclusion in this section of the PMP or for inclusion in a standalone plan. 6.8 Staff Management Instructions: Insert the project’s human resource management plan or staff management plan or provide a reference to where it is stored. Project Management Plan Version X.X 6 CMS XLC Overall Project Management Approach 6.8.1 Project Team Training Instructions: Insert the project team training plan or provide a reference to where it is stored. 6.9 Communication Management Describe the protocol for conducting effective project communications to help manage project team and stakeholder expectations and prevent un-channeled communication. Document the methods and activities needed to ensure timely and appropriate collection, generation, dissemination, storage, and ultimate disposition of project information among the project team and stakeholders. Identify the primary stakeholder groups and the specific communication goals and objectives for each. Also define which groups do not have access to certain information and what type of information will not be widely distributed. If appropriate, refer to your corporate SDMP for some or all of the content in this section. If a separate, standalone Communication Management Plan is created for the project, refer to that plan in this section. A template for a standalone Communication Management Plan is available from the CMS website located at: https://www.cms.gov/Research-Statistics-Data-and-Systems/CMS-InformationTechnology/XLC/Downloads/CommunicationsMgmtPlan.docx. The template provides further guidance as to content that should be considered for inclusion in this section of the PMP or for inclusion in a standalone plan. 6.9.1 Communications Matrix Instructions: Describe the approach for identifying communication items, and include a Communications Matrix found in the appendix of the communication management plan that defines the details of the communication items. 6.10 Risk Management Instructions: Define the process details for managing risks during the life of the project. Describe the approach for risk management to include the protocol for risk identification, risk analysis, risk response planning, and risk monitoring, control, and reporting, as well as identify roles and responsibilities and mechanisms for process improvement. Include an initial Risk Register, if appropriate. If appropriate, refer to your corporate SDMP for some or all of the content in this section. If a separate, standalone Risk Management Plan is created for the project, refer to that plan in this section. A template for a standalone Risk Management Plan is available from the CMS website located at: https://www.cms.gov/Research-StatisticsData-and-Systems/CMS-Information-Technology/XLC/Downloads/RiskMgmtPlan.docx. The template provides further guidance as to content that should be considered for inclusion in this section of the PMP or for inclusion in a standalone plan. Project Management Plan Version X.X 7 CMS XLC Overall Project Management Approach 6.10.1 Risk Register (Risk Log) Instructions: The Risk Register is normally maintained as a separate document. Provide a reference to where it is stored. 6.11 Configuration Management Instructions: Describe the configuration management (CM) approach for the project to include methods and tools, roles and responsibilities, and the CM environment. Also describe the process for CM administration to include configuration identification (i.e., naming standard, types of baselines, and project inventory storage and retention), configuration control (i.e., change requests and tracking and controlling changes), and configuration integrity (i.e., configuration status accounting and configuration audits). If appropriate, refer to your corporate SDMP for some or all of the content in this section. If a separate, standalone CM Plan is created for the project, refer to that plan in this section. A template for a standalone CM Plan is available from the CMS website located at: https://www.cms.gov/Research-Statistics-Data-and-Systems/CMSInformation-Technology/XLC/index.html. The template provides further guidance as to content that should be considered for inclusion in this section of the PMP or for inclusion in a standalone plan. For additional guidance, refer to the CMS Policy for Configuration Management, which is published on the CMS website located at: https://www.cms.gov/Research-StatisticsData-and-Systems/CMS-Information-Technology/XLC/index.html. 6.12 Development Approach Instructions: Describe the approach for development of the system to include the identification of the selected development methodology, a description of the approach for lifecycle management and transition, methods and tools, and roles and responsibilities. If appropriate, refer to your corporate SDMP for some or all of the content in this section. If a separate, standalone Development Approach Plan is created for the project, refer to that plan in this section. A template for a standalone Development Approach Plan is available from the CMS Integrated IT Investment & System Life Cycle Framework website located at: http://www.cms.gov/Research-Statistics-Data-andSystems/CMS-Information-Technology/SystemLifecycleFramework/index.html . The template provides further guidance as to content that should be considered for inclusion in this section of the PMP or for inclusion in a standalone plan. For additional guidance, refer to Selecting a Development Approach, which is published on the CMS website located at: https://www.cms.gov/Research-Statistics-Data-andSystems/CMS-InformationTechnology/XLC/Downloads/SelectingDevelopmentApproach.pdf 6.13 Issue Management Instructions: Insert the project’s issue management plan or provide a reference to where it is stored. Project Management Plan Version X.X 8 CMS XLC Overall Project Management Approach 6.13.1 Issues List (Issue Log) Instructions: The Issues List is normally maintained as a separate document. Provide a reference to where it is stored. 6.14 Records Management Instructions: Describe the approach for ensuring proper and adequate records management for the project in accordance with the HHS Office of the Chief Information Officer (OCIO) Policy for Records Management, which is published on the HHS Internet website at: http://www.hhs.gov/ocio/policy/. Records management applies to the management of all records, regardless of medium (i.e., paper, electronic, microfiche, data files or other) on which the records are created, used, filed, or retrieved (databases, file cabinets, database management systems, etc.). Describe the objectives, responsibilities, standards, guidelines, and instructions for records creation, maintenance and use (including access rights), adequate documentation, and proper records disposition. Much of the records management process may be documented in other PMP subsidiary plans (e.g., Configuration Management Plan, Quality Management Plan, etc.) and/or other sections of this document (e.g., Security), which may be referenced here. As applicable, describe the retention, transfer, retirement, or destruction of project records in accordance with CMS Records Schedules, which are published on the CMS Intranet website at: http://cmsnet.cms.hhs.gov/hpages/oics/records/tblcont.htm). 6.15 Acquisition Strategy Instructions: An example of an acquisition strategy is that this can include information such as ensuring project team members are assigned computers, how development and test servers are procured or can go into more detail and include an acquisition strategy that details how the project will be staffed (e.g., performance based fixed price contract, CITS contractors). 6.15.1 Subcontractor Management Instructions: If applicable, describe the approach or strategy for subcontractor management, to include a description of the methods and tools, roles and responsibilities, plans for measuring and reporting performance, and managing nonconformance. If appropriate, refer to your corporate SDMP for some or all of the content in this section. If a separate, standalone Subcontractor Management Plan is created for the project, refer to that plan in this section. A template for a standalone Subcontractor Management Plan is available from the CMS website located at: https://www.cms.gov/Research-Statistics-Data-and-Systems/CMS-InformationTechnology/XLC/index.html. The template provides further guidance as to content that should be considered for inclusion in this section of the PMP or for inclusion in a standalone plan. Project Management Plan Version X.X 9 CMS XLC Overall Project Management Approach 6.16 Software Process Improvement (SPI) Instructions: Describe the approach for continued software development process improvement during the life cycle of the project. Identify the specific actions that will be taken to improve the software process, and outline the plans for implementing those actions. Provide a brief history of any formal appraisals, audits, or other process reviews conducted, including a description of the process review methodology, findings, and recommendations. Describe the SPI approach to include the goals, methodology, and roles and responsibilities. If appropriate, refer to your corporate SDMP for some or all of the content in this section. If a separate, standalone Software Process Improvement Plan (SPIP) is created for the project, refer to that plan in this section. A template for a standalone SPIP is available from the CMS website located at: https://www.cms.gov/ResearchStatistics-Data-and-Systems/CMS-Information-Technology/XLC/index.html. The template provides further guidance as to content that should be considered for inclusion in this section of the PMP or for inclusion in a standalone plan. For additional guidance, refer to the CMS Policy for Capability Maturity Model Integration (CMMI) ®, which is published on the CMS website located at: https://www.cms.gov/Research-Statistics-Data-and-Systems/CMS-InformationTechnology/XLC/index.html. 6.17 Security Instructions: Describe how the integrity, availability, and confidentiality of all data, files, and records, including client records, related to the project will be satisfied in accordance with applicable state and federal laws, rules and regulations, and CMS program-specific supplemental protocols. Describe the security organization, physical security controls, logical controls, policies, and standards that are in place to ensure the protection and confidentiality of protected data and information, including those for security incident response/handling and breach notification. The security approach must also address security awareness training, network security, data security, data transmission, data storage, data encryption, data re-use, segregation of duties, security monitoring, personnel security controls, business continuity, disaster recovery controls, and closeout for the project. Describe the secure coding best practices and security testing tools that will be employed during development. Identify the security risks that exist and the mitigation strategies that are in place. If appropriate, refer to your corporate SDMP for some or all of the content of this section. Reference to the System Security Plan should be made from this section. 6.18 Compliance Related Training Instructions: Insert a list of compliance related processes the project must adhere to. Compliance related processes may include: • • • Capital Planning and Investment Control (CPIC) Security (including the C&A process) Enterprise Architecture Project Management Plan Version X.X 10 CMS XLC • • • • Overall Project Management Approach Section 508 Compliance Records Management Privacy Impact Assessment (PIA) PHIN related requirements (PHIN Vocabulary and PHIN Messaging)] Project Management Plan Version X.X 11 CMS XLC Record of Changes Appendix A: Record of Changes Instructions: Provide information on how the development and distribution of the Project Management Plan will be controlled and tracked. Use the table below to provide the version number, the date of the version, the author/owner of the version, and a brief description of the reason for creating the revised version. Table 3: Record of Changes Version Number Date Author/Owner Project Management Plan Version X.X Description of Change 12 CMS XLC Acronyms Appendix B: Acronyms Instructions: Provide a list of acronyms and associated literal translations used within the document. List the acronyms in alphabetical order using a tabular format as depicted below. Table 4: Acronyms Acronym Literal Translation CMS Centers for Medicare & Medicaid Services EVM Earned Value Management PMP Project Management Plan SDMP System Development Management Plan PPA Project Process Agreement CM Configuration Management SPIP Software Process Improvement Plan WBS Work Breakdown Structure Project Management Plan Version X.X 13 CMS XLC Glossary Appendix C: Glossary Instructions: Provide clear and concise definitions for terms used in this document that may be unfamiliar to readers of the document. Terms are to be listed in alphabetical order. Table 5: Glossary Term Definition Records Management The planning, controlling, directing, organizing, training, promoting, and other managerial activities involved with respect to records creation, records maintenance and use, and records disposition in order to achieve adequate and proper documentation of the policies and transactions of the Federal Government and effective and economical management of agency operations. (44 U.S.C. 2901 [2]). Work Breakdown Structure (WBS) A deliverable-oriented grouping of project components that organizes and defines the total scope of the project; work not in the WBS is outside the scope of the project. A WBS is normally presented in chart form. Each descending level represents an increasingly detailed description of the project deliverables. Project Management Plan Version X.X 14 CMS XLC Referenced Documents Appendix D: Referenced Documents Instructions: Summarize the relationship of this document to other relevant documents. Provide identifying information for all documents used to arrive at and/or referenced within this document (e.g., related and/or companion documents, prerequisite documents, relevant technical documentation, etc.). Table 6: Referenced Documents Document Name Project Management Plan Version X.X Document Location and/or URL 15 Issuance Date CMS XLC Approvals Appendix E: Approvals The undersigned acknowledge that they have reviewed the Project Management Plan and agree with the information presented within this document. Changes to this Project Management Plan will be coordinated with, and approved by, the undersigned, or their designated representatives. Instructions: List the individuals whose signatures are desired. Examples of such individuals are Business Owner, Project Manager (if identified), and any appropriate stakeholders. Add additional lines for signature as necessary. Signature: Date: Print Name: Title: Role: Signature: Date: Print Name: Title: Role: Signature: Date: Print Name: Title: Role: Project Management Plan Version X.X 16 CMS XLC Notes to the Author / Template Instructions Appendix F: Notes to the Author / Template Instructions This document is a template for creating a Project Management Plan for a given investment or project. The final document should be delivered in an electronically searchable format. The Project Management Plan should stand on its own with all elements explained and acronyms spelled out for reader/reviewers, including reviewers outside CMS who may not be familiar with CMS projects and investments. This template includes instructions, boilerplate text, and fields. The developer should note that: • Each section provides instructions or describes the intent, assumptions, and context for content included in that section. Instructional text appears in blue italicized font throughout this template. • Instructional text in each section should be replaced with information specific to the particular investment. • Some text and tables are provided as boilerplate examples of wording and formats that may be used or modified as appropriate. When using this template, follow these steps: 1. Table captions and descriptions are to be placed centered, above the table. 2. Modify any boilerplate text, as appropriate, to your specific investment. 3. Do not delete any headings. If the heading is not applicable to the investment, enter “Not Applicable” under the heading. 4. All documents must be compliant with Section 508 requirements. 5. Figure captions and descriptions are to be placed centered, below the figure. All figures must have an associated tag providing appropriate alternative text for Section 508 compliance. 6. Delete this “Notes to the Author / Template Instructions” page and all instructions to the author before finalizing the initial draft of the document. Project Management Plan Version X.X 17 CMS XLC XLC Template Revision History Appendix G: XLC Template Revision History The following table records information regarding changes made to the XLC template over time. This table is for use by the XLC Steering Committee only. To provide information about the controlling and tracking of this artifact, please refer to the Record of Changes section of this document. Table 7: XLC Template Revision History Version Number Date Author/Owner Description of Change 1.0 12/17/2008 K. Maenner, OIS/EASG/DITPPA Baseline version. 2.0 08/14/2014 Celia Shaunessy, XLC Steering Committee Changes made per CR 14-012. 2.1 02/02/2015 Surya Potu, CMS/OEI/DPPIG Updated CMS logo Project Management Plan Version X.X 18 CMS XLC Additional Appendices Appendix H: Additional Appendices Instructions: Utilize additional appendices to facilitate ease of use and maintenance of the document. Suggested appendices include, but are not limited to, WBS and subsidiary plans, if appropriate. Project Management Plan Version X.X 19 Assignment Name: House Renovation Group Number: Group 11 A00208210 Sharma, Kamakshi A00227059 Vemuganti, Sai Saketh A00221880 Vurugonda, Vijay Kumar A00223608 Davis, Giovonni BUS-1099 Project Integration Management Submitted to: Kevin Bryanton Submitted on: May 25, 2021 Table of Contents PROJECT CHARTER .................................................................................................................... 1 Project Purpose:........................................................................................................................... 1 High-Level Project Description: ................................................................................................. 1 Project Boundaries: ..................................................................................................................... 1 Key Deliverables: ........................................................................................................................ 1 High-Level Requirements: .......................................................................................................... 2 Overall Project Risk .................................................................................................................... 2 Scope: .......................................................................................................................................... 2 Time: ........................................................................................................................................... 2 Project Objectives ....................................................................................................................... 3 Preapproved Financial Resources: .............................................................................................. 3 Stakeholders and Role: ................................................................................................................ 3 Project Exit Criteria:.................................................................................................................... 3 Project Manager Authority Level: .................................................................................................. 4 Staffing Decisions: ...................................................................................................................... 4 Budget Management and Variance: ............................................................................................ 4 Technical Decisions: ................................................................................................................... 4 Conflict Resolution: .................................................................................................................... 4 Sponsor Authority: ...................................................................................................................... 4 ASSUMPTION LOG .....................................................................Error! Bookmark not defined. GROUP LOG .................................................................................................................................. 8 References ..................................................................................................................................... 10 PROJECT CHARTER Project Title: House Renovation Project Sponsor: Vurugonda, Vijay Kumar Date Prepared: 5/21/2021 Project Manager: Vemuganti, Sai Saketh Project Customer: Real Estate Broker Sharma, Kamakshi & Davis Giovonni Project Purpose: Entire house must be painted, bedroom walls needed a re-insulation as the old have aged. Kitchen needs a new countertop. Basement walls and foam insulation need to be painted with fire-resistant chemical. Changing of bathroom tiles, tub and update the toilet fixtures. High-Level Project Description: • • • Exterior and interior walls of the house need to be painted as its chipping of. One of the bedroom walls will be reinsulated with foam as the old is resisting cold. The present kitchen counter will be replaced with an epoxy countertop. Sai Saketh received a notice from fire department regarding the fire-resistant paint coat on the walls. Entire basement will be painted with fire resistant paint. Project Boundaries: The entire renovation must be completed in 25 days as Mr. Jones will be moving out of town. • As the basement will be painted all the items need to be placed outside. There are high chances of rain which might damage the items. Key Deliverables: • • • • • • Provide best quality renovation. Implementing any day-to-day changes provided by Sai Saketh in course of construction. Making sure the bedroom walls are insulated perfectly so that it can resist cold weather. Replacing the counter with epoxy countertop which needs to be tough and resistant. Re-arranging all the items when the work is done. Completing the work on time. 1 High-Level Requirements: • • • • Completing the work on time with use of more manpower. Making sure basement meets the fire department guidelines. Ensuring renovations are done to clients request and time. Professionalism at the highest peak. Overall Project Risk: • • As the unit is situated on high altitude chances of rain and storm are higher. However, as the work is carried out in spring the chances are less. Any kind of injuries or personal health reasons of the workers will delay the project as no heavy machinery involved. Scope: Summary Milestones • • • Selection of paint color, countertop design. Design approval from Sai Saketh for the countertop. Basement works. Success Criteria • • • • Viewing the site for better understanding of the project Finishing interior and exterior paint work. Pouring and fixing the countertop. Items from basement needs to be rearranged. Time: 25 days for the completion Delivering finished product on or before scheduled time. Cost: $25.000 Making sure the budget is not exceeded by $5,000 2 Project Objectives Due Date Demolition of the bedroom interior walls for insulation. Hardwood and Plasterboard works. Painting interior and exterior. Basement works Fixing Kitchen countertop Bathroom renovations Rearranging the items in respective rooms Final inspection 31/05/2021 03/06/2021 11/06/2021 18/06/2021 23/06/2021 29/06/2021 01/07/2021 02/07/2021 Preapproved Financial Resources: Funds are being allocated by Vurugonda, Vijay Kumar for the House renovation, any exceed in cost. Vemuganti, Sai Saketh will be informed prior the purchase or decision. Stakeholders and Role: Stakeholder(s) Vemuganti, Sai Saketh Charles Brown May Williams James Carpentry Co. Vurugonda, Vijay Kumar Role Project manager (manages or overlooks from start to finish) Supply of labors. Purchase of hardware items Interior and exterior painting works (Including Basement) Countertop Purchase and fixing. Project Exit Criteria: Project must be completed in 25 days and needs to meet Sharma, Kamakshi expectations. The basement must fall under fire department guidelines and bedroom wall needs to be insulated perfectly, to mitigate future problems. 3 Project Manager Authority Level: Staffing Decisions: Project Manager Vemuganti, Sai Saketh is responsible for entire work from start to finish. All the stakeholders will be reporting under PM for any decisions. Budget Management and Variance: The allocated budget for the build is $25,000. In case the budget is increasing by $4,000 - $5,000 PM can take the decision. Any amount above the threshold limit needs to be discussed and approved by Sharma, Kamakshi. Technical Decisions: PM and the contractors are responsible for the technical decisions to be made for the project so that the project is on schedule Conflict Resolution: PM is solely responsible for any kind of issues or concerns raised by the team members during the project. Sponsor Authority: House owners Mr. & Mrs. Mark and Vanessa Green will look over along with the realtors Sharma, Kamakshi & Davis Giovonni for any kinds of approvals or changes in project. 4 Approvals: XXX XXX Project Manager Signature Sponsor or Originator Signature XXX XXX Project Manager Name Sponsor or Originator Name Date: 5/31/2021 Date: 7/2/2021 5 Project Title: House Renovation Date Prepared: 5/1/2021 ID Category Assumption/Constraint Responsible Party Due Date Actions Status 1. . Demolition of the bedroom interior walls for insulation. The demolition is to be very precise and should be done on time as it is the initial step to complete the project Vemuganti, Sai Saketh 5/31/2021 Check whether the demolition is done safely and on time Pending 1. Click here to Hardwood enter and text. Plasterboard works. Selection of the hardwood and arrangement of all plasterboard works before hand May Williams 3/6/2021 Arranging and selecting all the hardwood beforehand and by choice of the customer Pending 2. Click Painting here interior and to exterior. enter text. Selection on the colors and the type of Paint to be used. James Carpentry Co. 6/18/2021 Including the basement, the paint should be done on time and the color Pending 6 combinations should be selected beforehand 3. Click Fixing here Kitchen to countertop enter text. Purchasing and fixing of the countertop should be long lasting and keeping in mind the precautions in the kitchen Vurugonda, Vijay Kumar 6/23/2021 With the choice of the customer buying the material in budget 4. Click here to enter text. As rain is expected throughout the process, taking precautionary measures so that the project doesn’t lag behind Vemuganti, Sai Saketh Till the project is completed Taking into Ongoing consideration all the external factors like shortage of labor supply or unavailability of the material or environmental factors each team should have a backup Timeline not effected by external factors Pending 7 GROUP LOG ID Category Task Date Actions Comments 1. Sharma, Kamakshi Assumption log, Project Manager Authority level, Formatting 24-25th May 25, 2021 Making of assumption log taking reference from Moodle - 2.3 Vemuganti, Sai Saketh Assumption log, Project Charter, formatting 23-24th May 2021 Collaborating with Kamakshi and discussing the assumption log - 3. Vurugonda, Vijay Kumar Project Charter, References, Formatting 24-25th May 2021 Discussing the charter while consulting the Moodle documents submitted by the Professor - 8 4. Davis Giovonni Title page, Index, Project Charter, Formatting 23-25th May 2021 Making of the title page and Index at the end to get an idea and finally formatting the whole assignment - 9 References Project Management Institute. (2017). A guide to the Project Management Body of Knowledge. (PMBOK guide) (6th ed.). Project Management Institute https://moodle.cambriancollege.ca/pluginfile.php/1801995/mod_resource/content/0/1.1_PROJE CT%20CHARTER%20Explained.pdf https://moodle.cambriancollege.ca/pluginfile.php/1871094/mod_resource/content/0/1.2_ASSUM PTION%20LOG%20Explained.pdf 10 Editable Version: PRO JEC T MANAG EMENT PLAN Project Title:Click here to enter text. Date Prepared: Click here to enter a date. Project Life Cycle:Click here to enter text. Phase Key Activities Key Deliverables Click here to enter text. 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What has to be completed to Click here to enter text. consider the Phase Click here tocomplete? enter text. Click here to enter text. Development Approaches: Deliverable Click here to enter text. How are you going Click here to enter text. to deliver it? Click here to enter text. (Project Charter) (Project Charter) Development Approach Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Click here to enter text. Subsidiary Management Plans: Name Read the introduction to each here to enter text. Knowledge Area in Click PMBOK. Summarize your approach here. Click here to enter text. Look at Book of Forms for more ideas. Comment Scope Time Click here to enter text. Cost Click here to enter text. Quality Click here to enter text. Resource Click here to enter text. Communications Click here to enter text. Risk Click here to enter text. Procurement Click here to enter text. Stakeholder Click here to enter text. Other Plans Click here to enter text. Variance Thresholds: Scope Variance Threshold Scope Baseline Management Click here to enter text. Ignore the “Variance Thresholds and baselines” Until next class. Schedule Variance Threshold Schedule Baseline Management Click here to enter text. Click here to enter text. Cost Variance Threshold Cost Baseline Management Click here to enter text. Click here to enter text. Baselines:Click here to enter text. Attach all project baselines.