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Project Charter Example

New residence will be a free-standing, single-family dwelling built on a two-acre lot. Project is to establish a new residence for Mr. And Mrs. John Smith and family. The new residence is scheduled for completion in December so that the Smith family may move in during the first two weeks of 2016.

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1K views

Project Charter Example

New residence will be a free-standing, single-family dwelling built on a two-acre lot. Project is to establish a new residence for Mr. And Mrs. John Smith and family. The new residence is scheduled for completion in December so that the Smith family may move in during the first two weeks of 2016.

Uploaded by

budak_kacak
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as PDF, TXT or read online on Scribd
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Appendix A

Project Charter Example

PROJECT OVERVIEW
This project is being undertaken to establish a new residence for Mr. and Mrs. John Smith. The new residence will be a free-standing, single-family dwelling built on a two-acre lot (lot #24) located at 200 North Maple Avenue, MyTown, MyState, 20001-1234, USA. The project is to commence on Monday, February 2, 2015 and will complete no later than Thursday, December 31, 2015. This home is being constructed to take advantage of the latest building materials and codes and will employ emerging technology to minimize energy consumption. Construction will be overseen and managed by Apex Home Builders, the prime contractor who may subcontract components of the construction effort. All labor will be bonded and all materials will meet or exceed local building code guidelines.

SECTION I. PROJECT PURPOSE


The home project is being undertaken to establish a new primary residence for Mr. and Mrs. Smith and family. The new residence is scheduled for completion in December so that the Smith family may move in during the rst two weeks of 2016. Mr. Smith will be taking responsibility for his companys North American operations in 2016 and is relocating from Europe to do so. Mr. Smith and family will be traveling and relocating during December of 2015 and will move directly from their current home to the newly completed residence. The home must be completed by December 31, 2015 so that the Smiths can establish residence in the community with the appropriate lead time
Work Breakdown Structures: The Foundation for Project Management Excellence E. S. Norman, S.A. Brotherton, R.T. Fried Copyright 2008 John Wiley & Sons, Inc. ISBN: 978-0-470-17712-9

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PROJECT CHARTER EXAMPLE

to enable their children to be enrolled in the school system to begin the 2016 school year along with their classmates.

SECTION II. PROJECT SCOPE


This is a Fixed-Price Contract Contractor commitment estimate is U.S. $750,000.00. Upon completion, the new property will include the following as described in the detailed specications and blueprint:

Landscaping Foundation (with basement)poured concrete and concrete block Driveway2000 feet, concrete with brick inlay Main Home4500 square feet, brick/stucco Deck / Patio / Screen Room Garage1600 square feet, two story

SECTION III: PROJECT OBJECTIVES


As described in Section II, completion of the project must be achieved by December 31, 2015. Progress milestones associated with the project are as follows: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. Architectural drawings complete and approved Building permit approved Lot preparation and clearing complete Foundation excavation complete Footings poured and set Foundation poured, block construction complete, foundation set Home and garage exterior closed to weather Driveway and landscape complete Interior wiring complete Exterior wiring complete HVAC complete Interior plumbing complete Exterior plumbing complete Interior nish complete

Section V: Approvals 15. 16. 17. 18. 19. 20. Exterior nish complete Walkthrough complete Certicate of Occupancy granted Interior and exterior punch list approved Interior and exterior punch list complete Acceptance review and key turnover complete

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SECTION IV: OUTSTANDING ISSUES


Prime contractor will be responsible for all work and workmanship Incentive approved for early delivery5% Penalty approved for late delivery5% Temperature expected to average below 20 F beginning September 15, 2015

SECTION V: APPROVALS
All funding has been preapproved and placed in a reserve account against which the primary contract or may draw. Contractor may draw quarterly payments of equal amount beginning with the second quarter following start of work. Buyer will withhold rst quarterly payment until all work is completed and approved at end of project close and turnover. Pending satisfactory acceptance of project close and transition, buyer will provide nal payment to contractor. Note: Invoices will be generated by contractor at the close of each construction quarter.

Invoicing will document all materials purchased during the previous quarter. Invoicing will document all work completed during the previous quarter. Payment will be made in four (4) equal quarterly payments. Anticipated materials or labor cost variance above 2% in any single quarter, or 5% overall requires detailed explanation and approval of the buyer before commitment to purchase or perform work. All cost increases invoiced without prior approval either as dened by the previous bullet or by the buyer will be paid at the original contract price.

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PROJECT CHARTER EXAMPLE

SECTION VI: REFERENCES


See applicable state and local building codes. Site plan and building permit les at City Court, Mytown, Mystate.

SECTION VII: TERMINOLOGY


N/A

SECTION VIII: PROJECT APPROACH


Prime contractor will maintain all project documents and schedule. Prime contractor will perform work with contractors own employees who are bonded and hold the appropriate trade licenses and credentials. In the event that the prime contractor subcontracts work, all subcontractors employees will be veried by prime contractor to be bonded and will hold the appropriate trade licenses and credentials. Prime contractor agrees to pay a 10% single quarter penalty for any project worker found on the project site without proof of proper trade license and credentials. Prime contractor will be responsible for all subcontract oversight, deliverables and management. Prime contractor has agreed to the terms of the xed-price contract and schedule. During planned project execution, prime contractor will provide periodic progress reports to buyer (biweekly, monthly). Following any schedule delay, prime contractor agrees to provide progress reports on a weekly basis until schedule has been caught up.

SECTION IX: PROJECT DELIVERABLES AND QUALITY OBJECTIVES

See Section II and Section III. All HVAC (heating, ventilation and air conditioning), landscaping, nish work, including inside and exterior doors, interior and exterior cabinetry and doors and door and cabinetry hardware, bathroom xtures, kitchen appliances, counter tops, backsplash material, garage nish work, ooring and attic are at the contractors Level VPremium Grade per the contractors detailed house plans and upgrade options.

Section XV: Project Cost Estimate

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Buyer will select bathroom xtures, kitchen and laundry room xtures and appliances as specied on contractors detail schedule. Contractor has included a $10,000 lighting allowance. All lighting requirements that exceed the allowance will require submittal of change request to the contractor.

SECTION X: ORGANIZATION AND RESPONSIBILITIES

See Section VIII.

SECTION XI: PROCESS OPTIONS AND DEVIATIONS

See Section IV.

SECTION XII: QUALITY CONTROL ACTIVITIES


See Section IV. Contractor reserves the right to require change orders for any/all modications to current design and Level VPremium Grade nish plans following contract approval. Additionally, contractor reserves the right to require change orders for any/all modications to project (plan, design, schedule, scope) requested by purchaser following ofcial schedule approval prior to commencement of work.

SECTION XIII: PROJECT SCHEDULE


See Section I, Section VIII. Prime contractor will provide detailed schedule prior to the start of project.

SECTION XIV: PROJECT EFFORT ESTIMATE

See Section I.

SECTION XV: PROJECT COST ESTIMATE

See Section II.

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