FLOW Assessment Systems Milestone Presentation May 7, 2002
Philip Beddow Adam Franzen Marcus Diehl Garth Gillespie Rhoda K. Farris Elizabeth Lighthart
http://www.cs.odu.edu/~cpi/cpi-s2002/flow/
Outline• Societal Issue, Background, and
Need• Proposed Solution• Goal and Objectives• Management Plan• Staffing and Resources Plan• Funding Plan• Marketing Plan• Evaluation Plan
Societal Problem
Continued population growth and finite water resources are leading to chronic fresh water shortages
3
Increasing Population
4
Water is Recycled
* USGS, http://ga.water.usgs.gov/edu/watercyclegraphic.html 5
Earth’s Water Supply
326 quintillion gallons of water
• 97% salt water• 2% in glaciers and ice
caps• 1% usable fresh water
*http://www.epa.gov/seahome/groundwater/src/supply2.htm 6
Consumption
*Data based on individual daily usage average of 74 gallons
0
50000
100000
150000
200000
250000
Billion Gallons
2002 2010 2020 2030 2040 2050
Year
Total World Consumption - Yearly
Water
7
8
Current Techniques
• Mandates limiting water usage (i.e. New York)– Penalties– Difficult to enforce
• 1992 Energy Policy and Conservation Act– Regulates all U.S. manufactured water fixtures:
• Toilets to 1.6 gallons per flush• Urinals to 1 gallon per flush • Shower heads and faucets to 2.5
gallons/minute
Source: http://ec.chias.org 9
Savings with Conservation Techniques
Source: http://ec.chias.org 10
Goal
Provide a means of educating homeowners about their
water usage habitsand steps they can take to reduce
the amount of water they are using
11
Objectives
• Increase awareness of excessive water usage byproviding effortless monitoring of consumptionpatterns
• Provide data to water conservation agencies
• Supply advice on methods of decreasing water usage– Follow advice, save money
12
Projected Water Usage
13
Our Aim
14
SOLUTION
15
FLOW Assessment
System
16
Product Goals
• Introduce to market before stiffer mandates are imposed
• Market to: – Homeowners– Government agencies – Water conservation groups
• Provide a quality product at a reasonable cost
17
Technical Approach
• Three Components
– Wireless Sensor
– Central Storage Unit
– User Interface
18
Product Layout
19
Wireless Sensor
• Located at each water source – i.e. faucets, toilets, dishwashers
• Specially designed mini-hydroelectric turbine
• Monitors water flow
• Transmits data to Central Storage Unit20
Internal View of Wireless Sensor
21
Central Storage Unit
• Collects data from all sensors– Uses standard interface (USB)
• Stores and analyzes data– Flash RAM, database(s)
22
Internal View ofCentral Storage Unit
23
User Interface
• View data on various output devices– Stand alone touch screen, personal
computer, PDA
• Numerous formats to display data– Utilize existing software, i.e. Excel
• Water and monetary savings displayed
• Optional “Tips” data displayed
24
Product Demonstration
http://www.cs.odu.edu/~cpi/cpi-s2002/flow/
25
Project Phases
• Three years divided into phases
– Phase 0 – Initial Plan and Research
– Phase I – Proof of Concept
– Phase II – Detailed Design Specifications
– Phase III - Production of FAS
26
27
• Proven management structure for Phase 0
Managem ent Approach
FI N AN CER hoda K. Farris
DEVELO PM EN TG arth G illespie
R ESEAR CHPhilip Beddow
PLAN N I N GAdam Franzen
PU BLI CR ELATI O N S
M arcus D iehl
PR O J ECTM AN AG ER
Elizabeth L ighthart
G EN ER ALM AN AG ER
J anet Brunelle
Phase 0• Conduct Preliminary Research
– January 2002 - May 2002
• Develop Phase I Plan– February 2002
• Deliver Feasibility Presentation– February 2002 - March 2002
• Deliver Milestone Presentation– March 2002 - April 2002
• Deliver Web Page Demonstration– April 2002
• Deliver Approval Presentation– April 2002 - May 2002
• Deliver SBIR Proposal– April 2002 - May 2002
28
Task Start Date Finish Date
P1 1000 Conduct Preliminary Research 1-Jan-02 1-May-02 1100 Review Internet Sources 1-Jan-02 1-Feb-02 1200 Interview Experts 1-Jan-02 1-Feb-02 1300 Review Trade Periodicals 1-Jan-02 1-Feb-02 1999 Preliminary Research Complete 1-Jan-02 1-Feb-02
P1 2000 Develop Phase I Plan 2-Feb-02 15-Feb-02 2100 Select Design Strategy 2-Feb-02 5-Feb-02 2200 Determine Project Scope 2-Feb-02 05-Feb-02 2300 Determine Available Resources 2-Feb-02 10-Feb-02 2400 Develop Plan 5-Feb-02 15-Feb-02 2500 Present Plan 15-Feb-02 15-Feb-02 2600 Review Plan 5-Feb-02 15-Feb-02 2700 Revise Plan 10-Feb-02 15-Feb-02 2999 Plan Approved 15-Feb-02 15-Feb-02 15-Feb-02
P1 3000 Deliver Feasibility Presentation 15-Feb-02 5-Mar-02 3100 Determine Financial Feasibility 15-Feb-02 25-Feb-02 3200 Determine Technical Feasibility 15-Feb-02 25-Feb-02 3300 Determine Societal Feasibility 15-Feb-02 25-Feb-02 3400 Determine Management Feasibility 15-Feb-02 25-Feb-02 3500 Assemble Presentation 25-Feb-02 28-Feb-02 3600 Practice Presentation 28-Feb-02 5-Mar-02 3700 Revise Presentation 28-Feb-02 05-Mar-02 3999 Deliver Presentation 5-Mar-02 5-Mar-02
P1 4000 Deliver Milestone Presentation 6-Mar-02 9-Apr-02 4100 Develop All Future Schedules 6-Mar-02 25-Mar-02 4200 Determine Required Staffing 25-Mar-02 28-Mar-02 4300 Determine Required Resources 25-Mar-02 28-Mar-02 4400 Develop Project Concept Plan 28-Mar-02 31-Mar-02 4500 Construct Preliminary Budget 28-Mar-02 31-Mar-02 4600 Assemble Presentation 31-Mar-02 5-Apr-02 4700 Practice Presentation 5-Apr-02 9-Apr-02 4800 Revise Presentation 5-Apr-02 9-Apr-02 4999 Deliver Presentation 9-Apr-02 9-Apr-02
P1 5000 Deliver Approval Presentation 10-Apr-02 1-May-02 5100 Finalize Deliverable Elements List 10-Apr-02 15-Apr-02 5200 Complete Deliverable Elements 15-Apr-02 20-Apr-02 5300 Revise Deliverable Elements 20-Apr-02 25-Nov-01 5400 Assemble Presentation 25-Apr-02 28-Apr-02 5500 Practice Presentation 1-May-02 28-Apr-02 5600 Revise Presentation 25-Apr-02 1-May-02 5999 Deliver Presentation 1-May-02 1-May-02
Phase I Staffing Plan
• FAS project members continue current roles
• Hire entry-level professionals– Software Developer– Engineer
29
Phase I
• Finalize Software Specifications– June 2002
• Build Prototype– June 2002 - September 2002
• Prototype Testing– September 2002 - November 2002
• Funding Demonstration– November 2002 - December 2002
30
Task Start Date Finish Date
P1 1000 Finalize Software Specifications 2-Jun-02 15-Jun-02 1100 Research 2-Jun-02 10-Jun-02 1200 Approval 12-Jun-02 12-Jun-02 1999 Final Specifications 15-Jun-02 15-Jun-02
P1 2000 Build Prototype 15-Jun-02 15-Sep-02 2100 Coding 15-Jun-02 15-Sep-02 2200 Preliminary Testing 15-Jun-02 15-Sep-02 2999 Preliminary Testing Complete 15-Sep-02 15-Sep-02
P1 3000 Prototype Testing 16-Sep-02 15-Oct-02 3100 Rigorous Testing 16-Sep-02 1-Nov-02 3200 Evaluate Test Results 1-Nov-02 15-Nov-02 3300 Identify Bugs and Fixes 16-Oct-02 15-Nov-02 3400 Change and Modify 16-Oct-02 15-Nov-02 3999 Completion of Testing 15-Nov-02 15-Nov-02
P1 4000 Funding Demonstration 15-Nov-02 1-Dec-02 4100 Contact Potential Customers 15-Nov-02 1-Dec-02 4200 Arrange Demonstrations 2-Dec-02 31-Dec-02 4300 Perform Presentations 2-Dec-02 31-Dec-02 4400 SBIR Grant Proposal Milestone 2-Dec-02 31-Dec-02 4999 Obtain Funding 31-Dec-02 31-Dec-02
31
Staffing Plan for Phase I
Financia lAnalyst
FI N AN CE/BU DG ET
M arketingD irector
M AR KETI N G
Engineer
H ardw are
Softw areDeveloper
Softw are
Developers Docum entationSpecia list
Lobbyist
R ESEAR CH andDEVELO PM EN T
ContractsM anager
CO N TR ACTS
PR O J ECTM AN AG ER
G EN ER ALM AN AG ER
Phase I Personnel
• Project Manager (1)• Financial Analyst (1*)• Contracts Manager (1*)• Software Developer (1)• Engineer (1)• Documentation Specialist
(1*)
* Part-time personnel 32
33
34
PersonnelSalaries: Project Manager $9,554 Financial Analyst $1,064 Marketing Director Contracts Manager $532 Software Developer $7,480 Engineer $11,220 Documentation Specialist $885 LobbyistSalaries Total $30,735Fringe Benefits $12,294Salaries and Benefits Total $43,029
MiscellaneousComputers: Development Stations (2 @ $1500 ea) $3,000 Standard Systems (2 @ $900 ea) $1,800Software: MS Office 2000 Professional (2 @ $185 ea) $370 MS Project (1) $500 MS Visual C++ (3 @ $110 ea) $330Prototype development materials* $650Educational Materials/TrainingMiscellaneous Total $6,650
Phase I Budget
35
•Includes BASIC stamp kit, stamp RF kit, electric generator, turbine, Plexiglas, PVC piping, water valve** TOTALS = Subtotal + G&A Total + Contracts
SubtotalsCombined totals above $49,679
General and Administrative Costs 40% of Subtotals $19,872General and Administrative Costs Total $19,872
Internet ConnectionSDSL Connectivity Installation $144 $50 Monthly Fee $300Internet Connection Total $444
ContractsContracts N/AContracts Total N/A
TOTALS** $69,995
Phase I Budget Summary
• Total Phase I Budget: $69,995
– Personnel: $43,029
– Miscellaneous Resources: $6,650
– General and Administrative Costs: $19,872
– Internet Connection Fees: $444
36
Phase I Evaluation Criteria
• Scientific/technical merit and feasibility
• Experience qualifications and facility
• Effectiveness of proposed work plan
• Commercial merit and feasibility37
Phase II
• Final Management Plan– January 2003 – February 2003
• Software Development– February 2003 – February 2004
• Hardware Development
– February 2003 – February 2004
• Installation and Testing – March 2004 – September 2004
• Shift to Production Phase – September 2004 – December
2004
38
Task Start Date Finish Date
P2 1000 Final Management Plan 1-Jan-03 15-Feb-03 1100 Resources and Hiring Process 1-Jan-03 15-Feb-03 1200 Program Design Review (PDR) 8-Feb-03 15-Feb-03 1999 Organization Approval 15-Feb-03 15-Feb-03
P2 2000 Software Development 16-Feb-03 16-Feb-04 2100 Software Integration 16-Feb-03 16-Dec-04 2200 Software Testing 17-Dec-03 31-Jan-04 2300 Program Design Review (PDR) 1-Aug-03 8-Aug-03 2400 Critical Design Review (CDR) 1-Aug-03 8-Aug-03 2500 Evaluate Test Results 31-Jan-04 16-Feb-04 2600 Identify Bugs and Fixes 16-Feb-03 16-Feb-04 2700 Program Design Review (PDR) 9-Feb-04 16-Feb-04 2800 Critical Design Review (CDR) 9-Feb-04 16-Feb-04 2999 Completion of Testing 16-Feb-04 16-Feb-04
P2 3000 Hardware Development 16-Feb-03 16-Feb-04 3100 Hardware Integration 16-Feb-03 16-Dec-04 3200 Hardware Testing 17-Dec-03 31-Jan-04 3300 Program Design Review (PDR) 1-Aug-03 8-Aug-03 3400 Critical Design Review (CDR) 1-Aug-03 8-Aug-03 3500 Evaluate Test Results 31-Jan-04 16-Feb-04 3600 Identify Bugs and Fixes 16-Feb-03 16-Feb-04 3700 Program Design Review (PDR) 9-Feb-04 16-Feb-04 3800 Critical Design Review (CDR) 9-Feb-04 16-Feb-04 3999 Completion of Testing 16-Feb-04 16-Feb-04
P2 4000 Installation and Testing 1-Mar-04 1-Sep-04 4100 Equipment Installation 1-Mar-04 1-May-04 4200 Integration Testing 1-May-04 15-Aug-04 4300 Evaluate Test Results 15-Aug-04 1-Sep-04 4400 Identify Bugs and Fixes 1-Mar-04 1-Sep-04 4500 Change and Modify 1-Mar-03 16-Sep-04 4600 Factory Acceptance Test (FAT) 9-Feb-04 16-Feb-04 4700 Critical Design Review (CDR) 9-Feb-04 16-Feb-04 4999 Completion of Testing 1-Sep-04 1-Sep-04
P2 5000 Shift to Production Phase 1-Sep-04 1-Dec-04 5100 Project Shut Down Management Plan 1-Sep-04 1-Dec-04 5200 Develop Production Organization 1-Sep-04 1-Dec-04 5999 Mass Production 1-Dec-04 1-Dec-04
Phase III
• Production Plan– January 2004 – July 2004
• Testing– January 2004
• Marketing Plan
– January 2004 – June 2004
• Manual Documentation– January 2004 – June 2004
• Shift to Out-Years – June 2004 – July 2004
39
Task Start Date Finish Date
P3 1000 Production Plan 1-Jan-04 1-Jul-04 1100 First Product Off the Line 15-Jan-04 15-Jan-04 1200 Continuation of Production Plan 15-Jan-04 1-Jul-04 1999 Completion of Production Plan 1-Jul-04 1-Jul-04
P3 2000 Testing 16-Jan-04 23-Jan-04 2100 Factory Acceptance Test (FAT) 16-Jan-04 23-Jan-04 2200 Evaluate Test Results 16-Jan-04 23-Jan-04 2999 Completion of Testing 23-Jan-04 23-Jan-04
P3 3000 Marketing Plan 1-Jan-04 30-Jun-04 3100 First Home Installation 24-Jan-04 24-Jan-04 3200 Model Home Testing/Debugging 24-Jan-04 30-Jun-04 3300 Customer Acceptance Test (CAT) 24-Jan-04 30-Jun-04 3999 Completion of Marketing Plan 30-Jun-04 30-Jun-04
P3 4000 User Manual Documentation 1-Jan-04 30-Jun-04 4100 Modifications Incorporated 1-Jan-04 30-Jun-04 4200 Additions Incorporated 7-Jan-04 30-Jun-04 4999 Completion of Documentation 30-Jun-04 30-Jun-04
P3 5000 Shift to Out-Years 1-Jun-04 1-Jul-04 5100 Project Shut Down Production Plan 1-Jun-04 1-Jul-04 5200 Project Shut Down Marketing Plan 1-Jun-04 1-Jul-04 5300 Develop Out-Years Organization 1-Jun-04 1-Jul-04 5999 Shift to Out-Years 1-Jul-04 1-Jul-04
40
Staffing Plan for Phases II and III
Financia lAnalyst
FI N AN CE/BU DG ET
M arketingD irector
M AR KETI N G
Engineer
H ardw are
Softw areDeveloper
Softw are
Developers Docum entationSpecia list
Lobbyist
R ESEAR CH andDEVELO PM EN T
ContractsM anager
CO N TR ACTS
PR O J ECTM AN AG ER
G EN ER ALM AN AG ER
Phases II and III Personnel
• Project Manager (1)• Software Developer (1)• Engineer (1)• Financial Analyst (1*)• Contract Manager (1*)• Marketing Director (1*)• Documentation Specialist (1)• Lobbyist (1*)
* Part-time personnel
41
Contractual Aspects
• Celestica– Support Phases II and III requirements– Software/hardware development and testing– Production of FAS
• Alternate Contractors:– NASO Corporation
• Support Phases II and III requirements
– Lockwood Greene• Support Phase III requirements
42
Resources/Budget
• Three phases
• Each phase tied to design review
• Minimizes investor risk
• Maximizes motivation to deliver
43
44
Resources Phase I Phase II Phase III Total
PersonnelSalaries: Project Manager $9,554 $40,464 $26,976 $76,994 Financial Analyst $1,064 $25,536 $6,384 $32,984 Marketing Director $23,616 $5,904 $29,520 Contracts Manager $532 $25,536 $6,384 $32,452 Software Developer $7,480 $44,880 $5,280 $57,640 Engineer $11,220 $44,880 $5,280 $61,380 Documentation Specialist $885 $14,160 $3,540 $18,585 Lobbyist $19,920 $2,490 $22,410Salaries Total $30,735 $238,992 $62,238 $331,965Fringe Benefits $12,294 $95,597 $24,895 $132,786Salaries and Benefits Total $43,029 $334,589 $87,133 $464,751
MiscellaneousComputers: Development Stations (2 @ $1500 ea) $3,000 $3,000 Standard Systems (2 @ $900 ea) $1,800 $1,800Software: MS Office 2000 Professional (2 @ $185 ea) $370 $370 MS Project (1) $500 $500 MS Visual C++ (3 @ $110 ea) $330 $330Prototype development materials* $650 $650Educational Materials/Training $4,500 $4,500 $9,000Miscellaneous Total $6,650 $4,500 $4,500 $15,650
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•Includes BASIC stamp kit, stamp RF kit, electric generator, turbine, Plexiglas, PVC piping, water valve** TOTALS = Subtotal + G&A Total + Contracts
SubtotalsCombined totals above $49,679 $339,089 $91,633 $480,401
General and Administrative Costs 40% of Subtotals $19,872 $135,636 $36,653 $192,161General and Administrative Costs Total $19,872 $135,636 $36,653 $192,161
Internet ConnectionSDSL Connectivity Installation $144 $144 $50 Monthly Fee $300 $1,200 $300 $1,800Internet Connection Total $444 $1,200 $300 $1,944
ContractsContracts N/A $124,075 $201,000 $325,075Contracts Total N/A $124,075 $201,000 $325,075
TOTALS** $69,995 $600,000 $329,586 $999,581
46* Total Actual Cost includes 40% overhead to cover all fringe benefits** Annual Salary used to compute hourly rate and monthly salary*** Part-time schedule
Total Rate per Monthly Total AnnualPersonnel mos hrs mos hrs mos hrs Man-hrs Hour Salary Actual Cost* Salary**
Administrative
Project Manager*** 6 340 24 1440 6 960 2740 $28.10 $4,777 $107,791 $57,324
Financial Analyst*** 6 40 24 960 6 240 1240 $26.60 $4,522 $46,178 $54,264
Marketing Director*** 0 0 12 960 6 240 1200 $24.60 $4,182 $41,328 $50,184
Contracts Manager*** 0.5 20 12 960 6 240 1220 $26.60 $4,522 $45,433 $54,264
Administrative Total $240,730 $216,036
Software
Programmer 1: 2 340 12 2040 2 240 2620 $22.00 $3,740 $80,696 $44,880
Software Total $80,696 $44,880
Hardware
Electrical Engineer: 3 510 12 2040 2 240 2790 $22.00 $3,740 $85,932 $44,880
Hardware Total $85,932 $44,880
Other
Documentation Specialist*** 6 60 24 960 6 240 1280 $14.75 $2,508 $26,019 $30,090
Lobbyist*** 0 0 24 960 2 120 1080 $20.75 $3,528 $31,374 $42,330Other Total $57,393 $72,420
TOTALS $464,751 $378,216
Service
Phase I Phase II Phase III
* Service provided by Cavalier Telephone 47
Miscellaneous Price/Unit Quantity Total Resources
Hardware: Development Stations $1,500 2 $3,000 Standard Systems for Prototype $900 2 $1,800Hardware Total $4,800
Software: MS Office 2000 Professional $185 2 $370 MS Project $500 1 $500 MS Visual C++ $110 3 $330Software Total $1,200
Prototype Resources: BASIC Stamp Kit $100 1 $100 Stamp RF Kit $200 1 $200 Electric Motor/Generator $100 1 $100 Turbine $100 1 $100 Plexiglas $50 1 $50 PVC Piping $50 1 $50 Water Valve $50 1 $50Prototype Resources Total $650Internet Connection*: SDSL Connectivity: Installation $144 Monthly Fee $50/mo 36 (mos) $1,800Internet Connection Total $1,944
$8,594TOTALS
Budget Summary• Total budget: $999,581
– Phase I: $69,995
– Phase II: $600,000
– Phase III: $329,586
• Unit cost of FLOW Assessment System: $995
– May vary according to options purchased
48
Funding Plan
• NASA– $70,000 for Phase I– $600,000 for Phase II– Phase III funding dependent on success
of Phases I and II
• Environmental Protection Agency (EPA)
49
Marketing Plan
• Legislation
• Government agencies– Initial focus on city and state
• Conservation organizations
• Housing contractors and homeowners– Initial target area: New York City and surrounding
counties and boroughs
50
Target Market
• New York City and surrounding counties and boroughs
– Total Population: 12 million people
– Median Income: $39,369/household • Top 10 income per household ranking in U.S.
– FAS unit cost: $995
51
Target Market Breakdown
52
5%
95%
0%
Homeowners
Potential Market
Target Market
Return on Investment
53
255,000
510,000
765,000
1,200,000
555,000
1,110,0001,020,000
900,000
600,000
300,000
0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
3 months 6 months 9 months 12 months
After Production Begins
Dollars
Budget
Homeowners
Gvmt/Cons Orgs
Combined Markets
*Homeowners figures based on monthly sales of 850 units at $995 each with $100 per unit profit**Government agencies/conservation organization figures based on monthly sales of 1000 units***Combined Markets include Homeowners, Government Agencies/Conservation Organizations
Evaluation Methods
• Program Design Review(s)– Monitors project during early stages of phases
• Critical Design Review(s)– Performed during each phase– Closely tied to funding of future phases
• Factory Acceptance Test (FAT)– Conducted on fully assembled system prior to delivery
• Customer Acceptance Test (CAT)– Performed on fully assembled system– Conducted monthly for first year after production
54
Potential Risks
• Lack of significant clientele
• Competitors in the market
55
Conclusion
• Flow Assessment Systems is a moderate cost information device that provides residential water consumption awareness
• FAS is an innovative solution to reduce water consumption
• Project is on schedule and will meet objectives and goals
56
FLOW Assessment
Systems
57
Questions?
58