Scope Statement
Scope Statement
for
The Northumbria Building Centre
The scope statement is an agreement among the project team, the project sponsor and
key stakeholders. It represents a common understanding of the project for the purpose
of facilitating communication among the stakeholders and for setting authorities and
limits for the project manager and team. The scope statement includes relating the
project to business objectives, and defining the boundaries of the project in multiple
dimensions including approach, deliverables, milestones, and budget.
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Scope Statement JSB Construction
Scope Statement
Table of Contents
A. Executive Summary ............................................................................................ 3
B. Business Objectives ........................................................................................... 3
C. Project Description ............................................................................................. 5
D. Project Approach ................................................................................................ 9
E. Project Estimates ................................................................................................ 9
F. Project Controls ................................................................................................ 10
G. Authorizations................................................................................................... 12
H. Scope Statement Approval Form/Signatures.................................................... 13
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Scope Statement
A. Executive Summary
This project is concerned with the design of the building to house Northumbria Building Centre
Ltd.
Deliverables included:
Client Brief
Feasibility Report
Energy Strategy Report
BREEAM Pre-Assessment
Outline Proposals (Drawings)
Design Stage Submissions (Drawings)
Energy Statement
Scope:
Space Heating
Mechanical Ventilation
Air Conditioning
Electrical Installation and Lighting
Water Services and Drainage
Costs: The anticipated budget for the M&E and renewable components of the project is
£1,100 000.00
Time: Expected possession date – June 2012. The Building will need to be finished and ready
for its opening 18 months after possession. Completion date Christmas 2013.
B. Business Objectives
The Northumbria Building Centre will also support the Trust’s core aims and objectives by
providing a long needed centre in the north-east of England for the display of materials,
products and equipment for the building, construction and building services industries. The
Trustees also wish that the building be an example of good building practice and showcase the
use of renewable energy and sustainable practices.
The Centre will be located on land provided by the University of Newcastle-upon-Tyne. It will
incorporate a library for manufacturers’ and suppliers’ literature and will have a comprehensive
information retrieval system based on the latest information technology techniques for the
research and location of materials, products and equipment both from the UK and overseas.
The Centre will also provide facilities for promotional launches, special exhibitions and
demonstrations and will also be able to host lectures, conferences and other events for local
organisations and professional bodies.
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Scope Statement
There will also be an educational element to its activities which will provide programmes for
schools and colleges.
The Centre must therefore provide accommodation for displays, storage and study of the
exhibits and information and, of course, facilities for visitors.
The Centre should attract local residents, members of the building, construction and building
services professions, educational groups and be a venue for courses, conferences and
seminars. The business plan forecasts visitor levels in the first year to be about 10,000 annually,
with about 1,300 a month during the summer rising to 30-50,000 annually after five years.
1. Business Need/Opportunity/Objectives
Over the last two years the Trust has experienced a reduced level of income, due primarily to
poor performance of the investment portfolio and a reduction in charitable donations. To
counteract this decline in income the Governors have decided to use money from the trust to
create a wholly owned trading subsidiary, the Northumbria Building Centre Ltd: the trust will own
100% of the shares in NBC Ltd, and NBC Ltd will contribute to the Trust via the Gift Aid
Scheme.
2. Product Description (Solution)
This project is concerned with the design of the building to house Northumbria Building Centre
Ltd.
3. Deliverables
Deliverables included:
Client Brief
Feasibility Report
Energy Strategy Report
BREEAM Pre-Assessment
Outline Proposals (Drawings)
Design Stage Submissions (Drawings)
Energy Statement
Exclusions:
Implementation of the new service
Implementation of the feasibility study recommendations
Maintenance of the new system
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Scope Statement
C. Project Description
1. Scope
Includes:
Space Heating
Mechanical Ventilation
Air Conditioning
Electrical Installation and Lighting
Water Services and Drainage
2. Completion Criteria
We will communicate our designs using Sketch Layout and Sketch Schematic drawings.
Where space is constrained, co-ordinate drawings (plan and section) will be produced to
demonstrate that the systems will fit.
3. Risk Assessment
A full CDM Risk Assessment shall accompany the design package.
The health and safety at work act 1974 will apply.
The working at height regulations will apply.
The Construction (Design and Management) Regulations 2007 will apply.
Workplace health, safety and welfare. Workplace (Health, Safety and
Welfare) Regulations 1992 will apply.
The project is notifiable and an F10 shall be prepared and issued by the Contactor who may
employ a suitably qualified health and safety consultant.
4. Constraints
Costs: The anticipated budget for the M&E and renewable components of the project is
£1,100 000.00
Time: Expected possession date – June 2012. The Building will need to be finished and ready
for its opening 18 months after possession. Completion date Christmas 2013.
Space: An outline design has been produced by the architect to meet the Client's spatial
requirements.
Occupancy: The normal and expected occupancy is as follows:
3 Office staff, 1 receptionist, 2 kitchen staff (1 part time for events), 2 workshop staff (1 part time
for events) and 1 member of staff for the display area. The normal working hours for the staff
being 9am to 5pm from Monday to Friday and 8am to 10am weekdays for the cleaner.
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Scope Statement
The canteen will have a seating capacity of 40 people while maximum occupancy will be 250
people at any one time.
Ventilation: A survey of the site has revealed that due to noise and air pollution it would not be
practicable to use natural ventilation and therefore the building will have sealed, glazing units
and air conditioning. However some form of natural ventilation may still be possible and shall be
researched.
Legal: The Client is unaware of any restrictions or regulations in place by the local council on
planning as far as renewable energy systems to new builds are concerned.
1. The structural design is final.
2. No arboriculture report has been made.
3. There is no soil report nor are there bore hole samples.
4. There are no special supply chains or manufacturers that the client wishes to adhere to.
5. The Client wishes both SBD and DDA guides/standards to be applied.
6. No less than 20% renewable technology is to be used in order to achieve a good
BREEAM rating.
5. Roles and Project Stakeholders
Roles
The following role definitions are being applied to the resources assigned to this project:
Provides executive team approval and sponsorship for the
Project Sponsor
project. Has budget ownership for the project and is the major
stakeholder and recipient for the project deliverables.
Project Owner Provides policy definition to the Project team. Resolves all
policy issues with the appropriate policy owners in order to
provide a clear, decisive definition. Makes final decisions and
resolves conflicts or issues regarding project expectations
across organizational and functional areas. The project owner
and the project manager have a direct link for all
communication. The project manager will work directly with
the project owner on all policy clarification.
Project Manager Provides overall management to the project. Accountable for
establishing a Project Charter, developing and managing the
work plan, securing appropriate resources and delegating the
work and insuring successful completion of the project. All
project team members report to the project manager. Handles
all project administrative duties, interfaces to project sponsors
and owners and has overall accountability for the project.
Steering Provide assistance in resolving issues that arise beyond the
Committee project manager’s jurisdiction. Monitor project progress and
provide necessary tools and support when milestones are in
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jeopardy.
Stakeholder Key provider of requirements and recipient of project
deliverable and associated benefits. Deliverable will directly
enhance the stakeholders’ business processes and
environment. Majority of stakeholders for this project will be
agency heads, CIO’s and project management
representatives.
Team Member Working project team member who analyzes, designs and
ultimately improves or replaces the business processes. This
includes collaborating with teams to develop high level
process designs and models, understanding best practices for
business processes and partnering with team members to
identify appropriate opportunities, challenging the old rules of
the business and stimulating creating thinking, and identifying
organizational impact areas.
Project Team
Project manager
Architect
Structural Engineer
Suppliers
Utilities
Contractors
Local authorities
Government agencies
Consultants
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Scope Statement
Stakeholders
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Scope Statement
D. Project Approach
Planned Approach
The project will follow a traditional path, with no phasing requirements. The main Contractor
will undertake all works except for pre-approved sub-contractors and specialists.
E. Project Estimates
1. Estimated Schedule
Key Project milestones relative to project start are as follows:
Project Milestones Target Date
Project Start June 2012
Project Completion December 2013
2. Estimated Cost
Expense Original Current Spent Est. to Current Variance
Budget Budget to Date Complete Forecast
Electrical
Lighting £102,000.00
Small Power £86,250.00
Photovoltaics £138,000.00
Security £57,500.00
Emergency Lighting £34,500.00
Telecommunications £46,000.00
Mechanical
Water services £63,250.00
Waste £28,750.00
Rainwater £17,250.00
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Scope Statement
Air conditioning £80,500.00
Heating £115,000.00
Ventilation £51,750.00
Total £ 820,750
3 Checkpoint/ Funding Schedule
The project will be reviewed on a monthly basis with progress meetings.
Monthly Interim Payments shall be produced by the Contractor and a Cost Report to
be issued to the Client every month detailing any project savings.
F. Project Controls
1. Weekly Team Meetings
2. Monthly Status Reports
3. Risk Management
Ensure the project risks and associated mitigation actions are monitored and controlled in
accordance with the Risk Management Plan
4. Issue Management
Project-related issues will be tracked, prioritized, assigned, resolved, and communicated in
accordance with the Project Management Procedures:
Issue descriptions, owners, resolution and status will be maintained on the project Blog in a
standard format.
Issues will be addressed with the Project Owner and communicated in the project status
report.
5. Change Management
The change control procedures to be followed will be consistent with Project Management
Procedures and consist of the following processes:
A Blog will be established by the project team to track all changes associated with the
project effort.
All Change Requests will be assessed to determine possible alternatives and costs.
Change Requests will be reviewed and approved by the project owner.
The effects of approved Change Requests on the scope and schedule of the project will be
reflected in updates to the project plan.
The Blog will be updated to reflect current status of Change Requests.
6. Communication Management
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Scope Statement
The following strategies have been established to promote effective communication within
and about this project:
The project team will have weekly update/status meetings to review completed tasks and
determine current work priorities. Minutes will be produced from all meetings.
A project blog will be established on the Internet to provide access to the project
documentation by geographically dispersed project members.
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Scope Statement
G. Authorizations
The Scope Statement will be approved by:
The Project Manager
The Project Owner
The Project Sponsor
Project Changes will be approved by:
The Project Owner
Project deliverables will be approved/accepted by:
The Project Owner
The Project Sponsor
The key Stakeholders
Specific task responsibilities of project resources will be defined in the Project/work Plan.
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Scope Statement
H. Scope Statement Approval Form/Signatures
Scope Statement Approval Form
Project Name:
Project Manager:
The purpose of this document is to provide a vehicle for documenting the initial planning efforts
for the project. It is used to reach a satisfactory level of mutual agreement between the project
manager and the project sponsors on the objectives and scope of the project before significant
resources are committed and expenses incurred.
I have reviewed the information contained in this Scope Statement and agree.
Name Signature Date
The signatures of the people above relay an understanding in the purpose and content of this
document by those signing it. By signing this document you agree to this as the formal Project
Scope Statement.
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