project management scope baseline?

Scope baseline

1. Scope Statement.

The scope for this small project consists of two stages:

• Stage 1. Design and project management required to support the new lift station.

Considerations include: Code and standards, Product requirements, utility requirements.

• Procurement, design, construction and start up of the upgraded station.

• Stage 2. Replacement and upgrade of the actual lift station to be executed by employees of

Pandora Moon Town. A team of experts improving stations and familiar with the current

operation of stations at Pandora Moon town.

• Replacement of key equipment, rehabilitation, repair and maintenance of the station. Also,

increasing the capacity of the station

2. Product scope description.

The scope description for this work cover the upgrade of one residential lift station. Also,

proposes the installation of new mechanical equipment such pumps stations, installation and

construction of new assets. Defined stages for this project plus other information will be contained in

the scope baseline.

The improvement of the station includes above ground and below ground modifications. The

above ground are the upgrades of the lift station surrounding and perimeter such flood protection,

new fencing, lighting, landscaping, new electrical wiring and storm water management.

The below ground improvements consist of replacement of existing pumps, upgraded

monitoring system and new odor control system.

The project includes the following:

• Stage 1. Project management.

• Monthly project updates with sponsor to discuss project budget, update schedule,

improvement specified in the design plan and project issues.

• Meet with project team staff to discuss standards, expectations and project approach.

• Gather information from planning department to review existing station and confirm

recommendations for the proposed updated station to identify advantages and

Commented [BZ1]: You are confusing your terms. The Scope Statement is the entire document that consists of sections 2.0 through 6.0. The scope statement is not a separate paragraph with some high level information in it. You should get used to using PMBOK terms correctly so you understand how they are being used on the exam. This section seems to be an executive summary. Perhaps you can call it that.

Commented [BZ2]: Is this part of stage 1? I am confused by the outline here.

Commented [BZ3]: Is this part of stage 2?

Commented [BZ4]: Who is your audience? You are writing these documents as classroom assignments and not professional documents. I am not supposed to be the audience. The scope statement should be written to the people who live in that neighborhood so they know what to expect during and after this project.

Commented [BZ5]: This is interesting. I would like to see what these things will look like when the project is complete.

Commented [BZ6]: Your audience doesn’t care about this at all. They don’t care how you are going to manage the project. They only care about how disruptive this will be while it is underway and what will be different when it is over. Save all these activities for the schedule. They don’t help the reader understand what the result is supposed to look like.

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disadvantages taking in consideration design, costs, environmental and community

impacts.

• Conduct a reconnaissance of the station site to observe existing conditions such

groundwater levels and actual operation of the station. Also, verify condition and

capability of alternatives stations for collecting wastewater while lift station #24 is under

construction.

• Conduct with all personal involved in the construction, including operations,

maintenance, engineering and staff, a safety meeting to address safety and health hazard

related to the project. Identify safety issues in the actual station and stablish a safety

program.

• Coordinate with local, county, regional and federal agencies when project information is

requested.

• Perform noise analysis before and final of the project to ensure noise levels are not

exceeded the legal levels and doesn’t affect resident’s boundary.

• Identify any and all permits requirements required that will be required for the project.

Environmental, building, etc. ensure all permits are submitted in a timely fashion to

ensure that the design and construction are unimpeded by the permitting process.

• Prepare documents consisting of design guidelines, standards, plans, specifications and

city and county requirements for all mechanical, electrical instrumentation and drawing

of the new station.

• Provide detailed design calculations of pump sizes, selection and capacity.

• Management of subcontractors for concrete, fences, odor control system and

subconsultants. (motor suppliers, pump suppliers).

• Develop a quality assurance/quality control plan for all field work including sampling if

apply and written certification of for concrete mix, environmental tests and laboratory

work for air and water.

• Plan and implement public and stakeholder meeting for involvement of the

neighborhood.

• Stage 2. Demolition and Construction.

• The existing station will be upgraded to meet current codes, architectural criteria will be

incorporated to blend in with their surroundings.

Commented [BZ7]: Now, this will be of importance to the neighbors. But remember they don’t care HOW you do it, they want to know WHAT you are doing. Will roads be closed? Will there be any noticeable effect when they flush a toilet? Will there be loud noises? Will work be done after hours or on weekends? How long will this take? Can you show them a picture of what to expect with the new fencing, landscaping, etc.? This entire section is focusing on actions, not results. Save most of these items for the schedule.

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• Bypass and isolate lift station to start modifications.

• Structural and electrical work will be completed first, and then the mechanical work such

work on pumps and pipelines.

• Repair concrete deterioration, cracks, uneven pavement, regrading of surface to correct

uneven topography. and construction of sidewalk.

• Upgrade fall protection system according to safety agencies.

• Upgrade exterior lighting and provide enough work lighting while construction.

• Replace existing pumps, valves and motors based on provided design, recommendations

and because they met flow conditions and space requirements.

• Upgrade main electrical distribution panel and electrical enclosures.

• Property will be surrounded by a security fence to protect station and prevent

unauthorized personnel from entering the station and a secure gate.

• Install a gas detection system to detect explosive and hazardous conditions, low and high

oxygen levels and high Hydro sulfuric acid levels.

• Install an odor control system that treat odors from wells, chemicals and filters will be

subcontracted to an odor control technology company and installed by employees.

• A new stand by generator will be included in the improvements which provide sufficient

capacity to power the vital components of the station in case of power failure.

• Construction of a sidewalk, driveway and employee access to the new station.

• Installation of corrosion control measures to protect the steel of the station.

• Setup landscaping improvements.

• Start up and final close out.

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3. Acceptance Criteria.

MAJOR PROJECT COMPONENTS STAKEHOLDERS APPROVAL CRITERIA

Final design. • City Departments.

• Operations and maintenance

technicians.

• Sub-contractors.

• Residents.

• When estimates, construction plans, technical specifications

have been approved.

• When all equipment purchased have been delivered.

Environmental Protection. • Residents.

• Federal agencies.

• When all considerations of air, soil, water, noise and solid waste

comply with all applicable

federal, state and local laws.

Construction work and equipment

installation • City Departments.

• Operations and maintenance

technicians.

• Sub-contractors.

• When construction and equipment provided for the

upgrade is in accordance with

the specifications. Equipment

has been tested and results are

acceptable.

Startup of renovated station • City government.

• City administrator

• Town residents.

• Operations and maintenance

technicians.

• Successfully execution of procedures of startup, normal

operation and shutdown.

• Preliminary run ins of pumps and motors.

• Entire work area is free of accumulation of waste material.

• Operation and maintenance procedures are approved by

project manager.

Close out • City government.

• City administrator

• 24 hours of successful operation of the station is a requisite of

completion and acceptance.

• When work is completed in accordance with the designs and

the town of Pandora Moon can

utilize the station for its intended

purpose.

• All deliverables have been reviewed and in full

conformance with the plan and

signed by project manager.

• All obligations, products and services have been completed.

Commented [BZ8]: Very good

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4. Deliverables.

See WBS.

5. Exclusions.

• The existing transformer will remain in place because meets power consumption, proposed

modifications includes energy saving and efficient equipment.

• This improvement project applies only for the town of Pandora Moon lift station #24.

• No night shift during construction. Illumination and noise can adversely affect residents and

motorists.

• Not specific software product other than the actual used in the station will be installed on the

monitoring of the station.

• All equipment used for the construction will not exceed noise in excess of 85 decibels at 50

feet.

• Irrigation system, fertilizers and landscaping for grass and trees.

6. Constraints.

• The lift station requires temporary bypass pumping during construction period, the actual

station will be out of service and the upgraded station is not in service. Station won’t be on

service making difficult testing during the construction and drain water in case of a storm.

• Construction noise will be limited to normal working hours between the hours of 7 AM to 6

PM, Mondays through Friday.

• Finding of contaminated soil and hazardous material during demolition such asbestos and

hazardous waste materials will lead to identify, sample and analyze all materials disturbing

the planned demolition.

• Prevent any sewage spill during construction.

• Do not proceed with construction and installation in the station if discrepancies have not been

fully resolved.

• Lift station must be working by May 2020.

• Project will not affect a pond near to the station, wetlands or other sensitive environmental

resources. Natural resources will be protected.

Commented [BZ9]: Good

Commented [BZ10]: Constraints and assumptions are not in the current scope statement template but I am glad you added them. The PMBOK has them in a separate Assumptions Log but we aren’t creating one of those.

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7. Work Breakdown Structure, Deliverables and dictionary.

This WBS define the task to be accomplished and the description of the deliverable.

Type of task Definition Deliverable

1. Field development.

1.1. Mobilization.

1.1.1. Heavy equipment 1.1.2. Personnel. 1.1.3. Shutdown of facility

This item establishes

the initial

requirements to start

work at the actual

station.

Utilities department

will provide the

guides to shutdown

of valves.

All equipment needed to

start the improvement must

be in place and all

personnel needed to start

the project.

1.2. Administrative requirements.

1.2.1 Agencies, codes, Permits. 1.2.2 References and documentations. 1.2.3 Project management

This item includes

the effort provide

permits, initial

documentation and

Codes that govern

design and

construction of the

facility.

Station must adhere to the

design guidelines and

zoning district standards

and comply with all codes

included in the

specifications.

2. Site work construction.

2.1.Relocation of equipment Movement of the

actual equipment to

be replaced or to be

maintained.

Work orders for

maintenance of equipment

and asset dispose capital

equipment form for

obsolete equipment.

2.2. Electrical.

2.2.1. Interruption of service. 2.2.2. Interior & exterior lighting 2.2.3. Electrical control panel. 2.2.4. Power protection 2.2.5. Emergency power.

This item describes

the electrical

activities associated

with the project

Coordination with power

utility company for

interruption of service.

Electrical system should be

installed in strict

conformance with National

Electric Code and all

applicable federal, state

and local laws.

2.3.Instrumentation and control.

2.3.1. Alarms. 2.3.2. Communication.

This item describes

all level sensing

equipment to be

installed. Also,

describes a control

key operation such a

main method of

level detection and

-A test button should be

installed to test functions

of all indicating lights

within the panel.

Test the following

monitoring systems:

-pump failure

-level sensor failure

-loss of power supply

Commented [BZ11]: These definitions are all actions. Concentrate instead of what the work package should look like when complete

Commented [BZ12]: You aren’t describing the deliverable. You are describing acceptance criteria. It is a good thing to have, just mislabeled.

Commented [BZ13]: Based on the definition, it appears that you decomposed this section too far.

Commented [BZ14]: This is an activity.

Commented [BZ15]: This is not a proper decomposition.

Commented [BZ16]: Permits are deliverables but are you delivering agencies and codes? The description should list every permit needed and the agency that it comes from

Commented [BZ17]: If these documents are important and take people and time to complete, then they should all be listed as separate work packages. Put the descriptions at the LOWEST level, not the one above it.

Commented [BZ18]: Remove this, you are not delivering project management.

Commented [BZ19]: See? You even know you are describing activities. That isn’t what goes here. I don’t think it should be broken down into these 5 items. Won’t it all be done by the same people? Put those details in the description, not under the work package name.

Commented [BZ20]: When I see an “and”, I assume they are separate work packages. I don’t think they are made up of alarms and communication

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an alternative sound

and visual

-activation of alternative

power supply.

Wiring diagram must be

provided. Approved.

2.4. Environmental

2.4.1. Odor control 2.4.2. Air quality

This item is a policy

of completing all

environmental

assessment that have

impact within the

project to ensure

worker safety and

protection of the

residents.

Establish EHS policies to

document to ensure all

environmental tests are

identified and

implemented.

Because is an issue for

residents and businesses in

the vicinity, a hotline must

be provided in cases of

odor and/or noises

complaints.

2.5. Mechanical

2.5.1. Pumps installation. 2.5.2. Valves installation. 2.5.3. Piping installation. 2.5.4. Pressure gauges installation. 2.5.5. Flow meter installation. 2.5.6. Noise reduction.

This item describes

the mechanical

activities associated

with the project.

Work in comply with the

design guidelines.

Testing of efficient

equipment under worst

case scenario.

Documentation provided.

2.6. Site layout

2.6.1. Adequate Ingress/egress 2.6.2. Storm water retention and drainage 2.6.3. Sidewalk and driveway. 2.6.4. Pour concrete mix and fix existing. 2.6.5. Paint.

This item describes

the general guidance

on the layout of the

site

Codes and city ordinances

must be reviewed before,

during and after project.

Documented during project

meeting.

Blend the station into the

neighborhood.

2.7. Architecture and landscaping

2.7.1. Fence. 2.7.2. Gate. 2.7.3. Landscaping. 2.7.4. Paint 2.7.5. Security 2.7.6. Signage

This item describes

how to incorporate

the station into the

surrounding

community.

Establish city standards,

preferences and guidelines

for building layout, site

security and appearance.

Identification signs is

required to warn people

and employees about risks

in the station.

3. Field test.

3.1. Evaluation of equipment.

3.2.Project close out

This item brings the

project to a planned

conclusion to

formalize the

acceptance of the

final project.

Perform administrative and

financial close out

document it and formalize

acceptance by project

manager.

Developing of operation,

maintenance and

inspection manuals.

Commented [BZ21]: How are you delivering odor control or air quality? These aren’t described correctly. Looks like the work package might be the Environmental Assessment.

Commented [BZ22]: These are activities. Are these parts listed somewhere? I didn’t see it. Maybe they were implied at Deployment? I would probably just list the part being installed here and leave it at that. Drop “noise reduction”. How are you delivering that? If there is another assessment, then that is the deliverable.

Commented [BZ23]: This is the work package. Move the details into the description.

Commented [BZ24]: Fence and gate should be one thing - fencing. They aren’t being installed separately. Each of these things need their own description of what they will look like once installed.

Commented [BZ25]: This shouldn’t be broken down either. The test is the test. If the evaluation occurs during the test, then describe it in the definition. Describe what close-out looks like separately.