MEXICAN HACIENDA

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Team

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Project Ma na ger: Sha nna Pritcha rd Project Coordina tor: Shoko Hogg

Fina ncia l Ma na ger: J ey Ka limuthu Resource Ma na ger: Luca nu Ma teus Qua lity Control Ma na ger: Amu Na re

Cost Ana lysist: Moha mmod Ra hma n Pla nner: Ofir Za mir

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BACKGROUND • Our Sponsors, Ma rion a nd Lyle ha ve been living a s expa ts in va rious

countrie s a round the world a nd a re a vid world tra ve le rs. • They ca me upon Gua na jua to, Mexico in 2011 when a mining opportunity

a rose . In 2014, they re turned from a nother mining opera tion in Gha na a nd decided this wa s going to be home.

• Our Sponsors a re crea ting a nd building the ir drea m home tha t is to be eco-friendly, se lf-susta ining for re tirement a nd spa cious for the ir six rescue dogs.

• Ma rion a nd Lyle ha ve hired a Project Ma na gement tea m to he lp with ma na ging the project a nd ensuring a fore ign property wa s be ing deve loped within specifica tions, ma te ria ls sourced correctly, cost a nd budge t monitoring, contra ct ma na gement, communica tion ma na gement a nd to ensure the project is comple ted within the specified time-fra me .

• As our clients ha ve put it: “I wa nt this to be like a

resort a nd never ha ve to lea ve , unless I wa nt to.”

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SCOPE High leve l Objectives • To build a custom fore ign property a nd home in a se lf-susta ining

eco-friendly environment • 2.5 yea rs to comple te with ce rtifica te of occupa ncy • Not to exceed $ 600,000 De live ra bles • A 3,900 - squa re foot, 3 ½ ba th, 3-bedroom, custom finished home • An insula ted finished wine ca va (ce lla r) pe r pla ns • Luxury kitchen with a pplia nces to include ga s ra nge a nd oven,

microwa ve , dishwa sher a nd re frige ra tor • Comple te la ndsca ping a s specified by the project Sponsors • Luxury outdoor living spa ce including outdoor kitchen/BBQ a rea

a nd pool

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PROJECT BASELINE INFORMATION

• Project Dura tion: 639 da ys • Project Sta rt: Monda y November 24, 2014 • Project End: Monda y Ma y 29, 2017 • Cost (BAC): $ 529,690 CAD • Approa ch for estima ting the project time a nd cost

• Ana logous estima tes ba sed on feedba ck from the hired contra ctor J ua n J ose a nd compa rison to simila r construction projects in Gua na jua to, Mexico

• Expert judgement • Pa ra metric estima tion on ma te ria ls a nd resource estima tes

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WBS Mexican Hacienda

Property

Purchase

Survey

Regrading

Level 3 Tiers

Tier 3 Levels

Remove Debris

Remove Existing Struct.

Wall Construct.

Main Gate

Gate T1/T2

Build Wall T3

Retaining Wall T3

Trench Tier 3

Build Wall T2

Retaining Wall T2

Trench Tier 2

Build Wall T1

Metal Works

Retaining Wall T1

Trench Tier 1

Landscaping

Tier 3 Plant

Flowers and Trees

Construct Driveway

Plant Orchard

Move Hydro Pole

Garden and

Green-house

Pool

BBQ and Patio

Bury Water and

Septic Tanks

Grey Water

System

House Construct.

Interior Finishes & Tiling

Solar Tanks

Installs Roof

Framing

Constr. 2nd

Floor

Constr.1st Floor

Framing

Wine Cava

Pour Foundati

on

Excav. Foundat

ion

Level Architect

Plans

Tier 2

Tier 1

Gas

Electrical

Plumbing

Install Roof

Construct Pergola

Sod, Soil & Plant Plants

Soil and Sod

Soil and Sod

Grade, Cement & Tile Stairs

Soil and Sod

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MILESTONES

Milestone Target Date Property December 5, 2014 Property Regrading January 12, 2015 Architect Plans June 11, 2015 Wall Construction April 28, 2017 House Construction April 10, 2017 Landscaping – 3rd Tier May 24, 2017 Inspection and Hand-off May 29, 2017

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MEXICAN HACIENDA Sta tus Upda te Meeting

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Agenda

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• Construction Progress • Project Status Report • Current Status • Milestones • Revised End Date and Cost • Trade-off Analysis • Contributors to the Time and Cost Overrun • Corrective Action • Change Request • Change Control

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Construction Progress

Trenching Trenching for the wa ll ba se needs to be comple ted prior to the wa ll construction.

Wa ll Ba se Construction The ba se is la rger tha n the a ctua l wa ll width for a dditiona l support.

Wa ll Construction Once the ba se is constructed, the wa ll is then constructed upwa rds to a he ight of 3m, by ha nd.

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Project Status Report Template

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Current Status

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Legend Colour Level

75 Critical 89 Warning

100 Good

Target Date Tasks Budget Quality Schedule Resource 30-Dec-14 Property purchase delayed by 25% 98 100 75 100 18-Jan-15 Property Regrading over by 32% 68 100 100 100

8-Jan-15 Level 3 Tiers ahead by 2 days 100 100 100 100 11-Jun-15 Architect Plans 100 100 100 100

26-Jan-15 Wall Construction Trench Tier 2 delayed by 39% 70 100 100 100

14-Apr-17 House Construction 100 100 100 100

29-May-17 Inspection and Handover delayed by 25% 100 100 75 100

Total 90.857 100 92.85714 100

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MILESTONES Milestone Target Date Status Completion Property December 5,

2014 Delayed December 30,

2014 Property Regrading January 12, 2015 Complete

Early January 8, 2015

Architect Plans June 11, 2015 On time June 11, 2015

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Revised End Date and Cost

Before

•Ma y 29, 2017 •Ba se line Cost: $ 529,690

Afte r

•J une 21, 2017 •New Cost: $ 566,710

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• Project is now 17 days behind baseline schedule • Project is $37,020 over baseline cost

Trade-Off Ana lysis Pros

• Qua lity of the end-product a nd ma teria ls will be ma inta ined

• Sponsor sa tisfa ction

• Ba se line is over but is still within project budge t

Cons

• Overa ll cost will increa se due to unit price cha nge a nd dura tion cha nge

• Although the project end da y ha s cha nged, project tea m will mitiga te through increa sed la bor force /hours.

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Must Meet

Adjust Accept

Cost Time Scope

QUALITY

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Contributors to the Time a nd Cost Overruns

Material Delivery

• Local supplier delay in stone for wall

• Fluctuating cost of supplies based on market price

• Materials used to construct a service entrance at the discretion of the contractor

Weather

• Unexpected heavy rain fall has been preventing from executing exterior construction

• High winds prevented from regular work

Resources

• Administrational fees for construction bodega and temporary washroom

• Contractor on additional projects

• Hiring outside resources and machinery for trenching

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Corrective Action

1. Dete rmine if ta sk dependencies ca n be rea lloca ted or sta rt concurrently

2. Revisit resource a lloca tion a ) Leve lling the resources b) Increa sing working hours

- Current work da y is 8 hours, increa se to 10 hours which is sta nda rd for construction in Mexico

3. Outsourcing some resources to de liver the product on time

4. Weekly Scrum Meeting with contra ctor a nd Project Sponsors to resolve a ny outsta nding ta sks a nd to review cost

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Change Request

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Change Control

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