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Project Plan Presentation by
                             Dream Team Development, LLC

                                         As We develop in mind, body, and
MBA527 Project Management              spirit, We pledge on my honor that We
Andrew Fleck, Instructor                have not given, received, witnessed,
                                        nor have knowledge of unauthorized
By John Hansen, Sara Todd and Tricia    aid on this or any (assignment, quiz,
Harris                                               paper, test).
Project
                                                                Overview


    Dream Team Development, LLC is developing twenty-four single-family homes in
          the Dream Scene Sub-division located in Brown County Wisconsin. To
           achieve this goal, the Dream Team Development, LLC will be seeking
       proposals from sub-contractors, with proven experience, to complete specific
          tasks required for site preparation, external structures, and landscaping
                                   demands of the project.

•     The sub-division consists of 24 one-acre lots with water, sewer, natural gas,
      electric, phone, and CATV utilities in place, in the easements and right-of-ways.
      The subdivision has drainage ditches (no curb and gutters in place) with base-
      layer asphalt streets. Upon development of 18 of 24 lots, road resurfacing and
      final top-layer asphalt will be completed.

•     Lots are semi-wooded with moderate undulations and natural berms allowing
      for potential walkout development. Future buyers requesting such aspects do
      so at their own responsibility and expense.
Project
                                                                 Objectives


•   Construction will be completed based on current and established architectural
    drawings, and in compliance with local, state and other building codes.
•   Dream Team Development, LLC has contracted with D&G Modular Homes for the
    construction of homes for the subdivision. The Model Home for this project will be
    “The Haverford” Model CT-306 Majestic Option. The construction of this Model
    Home will be a vital marketing tool used to attract potential buyers and close sales
    on the twenty-three available lots within the subdivision.
•   Dream Team Development, LLC plans to build homes that feature extremely low
    maintenance costs for water, energy and heating/cooling. This will reflect
    approximately 50%-60% savings for home owners over current, state averages.
•   Development costs, for the homes, will be in the price range of $235,000 to
    $285,000, based on current market value of comparable homes. Final selling
    prices will be dependent on the model of home and amenities chosen by the home
    purchaser(s).
•   The Model Home will be constructed to list as $325,000 based on current market
    value and be available for sale once all other units are purchased.
•   Dream Team Development, LLC is expected to realize a minimum of 28.29% gross
    profit (equity value) for the Model Home, based upon projected costs and market
    value.
Project
                                                               Scope


Following are task requirements for construction of the Model Home, and future
development of the twenty-three remaining lots within the sub-division.
• Excavation for, and construction of, foundation.
• Coordination of activities for basement preparation of water/sewer service, for
    future renovations.
• Proper grading for home installation as required by the modular-home builder.
• Coordination of activities for excavation, grading, preparation, and installation
    of driveways and walkways.
• Coordination of installation of gas and electric utilities with local utility
    providers.
• Coordination of installation of water and sewer utilities with local utility
    providers.
• Coordination of activities for high, energy-efficient aspects of home.
• Construction of permanent add-ons of front and back entrance decks, and
    garages.
• Coordination of activities for final grading, lawn installation, landscaping and
Supplied
                                                              Materials


•   Dream Team Development, LLC will make architectural drawings available for
    the Model Home, and other design plan options, to all parties submitting bids
    on this project. Bidders may also personally inspect the sub-division. Sub-
    division survey maps are also available upon request.
•   All parties interested in submitting bids, must comply with the Confidentiality
    Agreement. Violation of this agreement will not be tolerated and may result in
    civil repercussions.
•   Dream Team Development, LLC has arrangements with D&G Modular Homes
    to construct energy efficient, three or four bedroom homes, with Energy Star
    compliant characteristics for insulation, windows, weatherizing, and
    heating/cooling system.
•   Prospective homeowners can choose from a selection of four different home
    plans (ST-305, CT-306, ST-307, CT-308) and three package amenity options
    (Lite, Affordable, Majestic).
Items/Service
                                                                   s Not
                                                                 Included


•   Sub-contractors selected for this project will not be involved in the construction
    of home modules.

•   Prospective homeowners will be responsible for any modifications not explicitly
    included with home plans (regarding development of remaining 23 lots).

•   Dream Team Development, LLC will not be responsible for the final design of
    plans, cost negotiations, or coordination of communication, with selected
    contractors (regarding development of remaining 23 lots).
Action Plan


   WBS
                             Work Task              Primary Responsible Party(ies)   Start Date   Finish Date
   Item
0.0           Project Plan - SOW & Closeout          Dream Team Development, LLC     05/03/11      06/21/11
0.1           Project Plan - SOW/Close/M-Map         Sara Todd                       05/03/11      06/21/11
0.2           Project Plan - Sched. & Budget         John Hansen                     05/03/11      06/21/11
0.3           Project Plan - Pers. & Risks           Tricia Harris                   05/03/11      06/21/11
1.1           Initial Planning-Approval              Dream Team Development, LLC     04/02/12      05/11/12
1.1.3            Preliminary Approvals               Dream Team Development, LLC     04/04/12      04/23/12
1.1.4            Financing                           KayT Loans                      04/06/12      04/16/12
1.1.5            Acquire Subcontractor Bids          Dream Team Development, LLC     04/09/12      05/11/12
1.2           Sub-level Construction                 Dream Team Development, LLC     04/30/12      06/08/12
1.2.1            Lot Preparation                     Gauthier & Sons                 04/30/12      05/11/12
1.2.1.2             Surveying                        Rice                            04/30/12      05/03/12
1.2.1.5             Municipal Approval               Building Inspector              05/09/12      05/11/12
1.2.2            Home Foundation                     Gauthier & Sons                 05/15/12      05/30/12
1.2.2.1.1               Concrete-Footings/Walls      Michiels Construction           05/17/12      05/25/12
1.2.2.2             Municipal Approval               Building Inspector              06/04/12      06/05/12
1.2.3           Grade-Soil Backfill                  Gauthier & Sons                 06/07/12      06/08/12
1.3           Residence Construction                 Dream Team Development, LLC     06/05/12      08/07/12
1.3.1           Structures                           Dream Team Development, LLC     06/11/12      07/20/12
1.3.1.1             Home Installation                D&G Modular Homes               06/11/12      06/22/12
1.3.1.2             Concrete Flatwork                Michiels Construction           06/20/12      06/29/12
1.3.1.2.1.2                  Plumbing Rough-in       K. Kelly                        06/25/12      06/26/12
1.3.1.3             Garage Construction              JS Construction                 07/03/12      07/20/12
1.3.1.4             Rain Gutter Installation         Superior Siding                 07/23/12      07/23/12
1.3.2            Utilities                           Dream Team Development, LLC     07/03/12      07/20/12
1.3.2.1             Water & Sewer Service            K. Kelly                        07/09/12      07/11/12
1.3.2.2             Gas & Electric Service           WI Public Service               07/03/12      07/06/12
1.3.2.3             Phone-CATV                       AT&T and Time Warner Cable      07/05/12      07/06/12
1.3.2.4             Geo-thermal HVAC System          Nicolet Heating                 07/12/12      07/20/12
1.3.3            Deck Structures                     JS Construction                 07/23/12      08/03/12
                 Residence Approval - Certificate
1.3.4                                                Building Inspector              08/06/12      08/07/12
                 of Occupancy
1.4           Landscaping                            Dream Team Development,   LLC   08/03/12      08/31/12
1.4.1            Concrete Flatwork                   Michiels Construction           08/03/12      08/10/12
1.4.2            Hardscapes                          Donnie Macs                     08/13/12      08/20/12
1.4.3            Bed Preparation-Plantings           Donnie Macs                     08/21/12      08/24/12
1.4.4            Lawn Installation                   Donnie Macs                     08/23/12      08/30/12
1.5           Closing Project                        Dream Team Development,   LLC   08/24/12      08/31/12
1.5.1            Final Walk-through                  Dream Team Development,   LLC   08/24/12      08/24/12
1.5.2            Final Expenditure Payments          KayT Loans                      08/27/12      08/27/12
1.5.3            Clearing Title                      KayT Loans                      08/29/12      08/30/12
1.5.4            Mortgage Loan Closing               KayT Loans                      08/31/12      08/31/12
0.4              Project Closure - Audit             Dream Team Development,   LLC   09/04/12      09/07/12
                 Project Closure - BBQ/Open
0.5                                                  Dream Team Development, LLC     09/28/12      09/29/12
                 House
Work
                                                                                                                                                                                                                           Breakdown
                                                                                                                                                                                                                            Structure

                                                                                                                                  Model Home
                                                                                                                                  Build Project
Level 0                                                                                                                                                                                                                                                                    Level 0
                                                                                                                                 Dream Team, LLLC
                                                                                                                                                      1.0



Level 1                                                                                                                                                                                                                                                                    Level 1
                          Initial Planning                                                        Sub-level                                                                   Residence                                                                         Closing
                                                                                                                                                                                                                                   Landscaping
                              Approval                                                           Construction                                                                Construction                                                                       Project
                          Dream Team, LLLC                                                       Dream Team, LLLC                                                            Dream Team, LLLC                                      Dream Team, LLLC          Dream Team, LLLC
                                             1.1                                                                       1.2                                                                            1.3                                              1.4                      1.5

Level 2                                                                                                                                                                                                                                                                    Level 2


         Lot                 Home Plan              Preliminary                Lot                    Home                      Grade-                                                                                                Concrete                   Final
      Selection               Selection             Approvals              Preparation              Foundation                Soil Backfill           Structures                Utilities                                             Flatwork                Walk-through
   Dream Team, LLC         Dream Team, LLC         Bldg. Inspector        Gauthier & Sons         Gauthier & Sons            Gauthier & Sons        Dream Team, LLC         Dream Team, LLC                                         Michiels Const.          Dream Team, LLC
                  1.1.1                   1.1.2                   1.1.3                  1.2.1                   1.2.2                    1.2.3                    1.3.1                     1.3.2                                                  1.4.1                  1.5.1



                                        Acquire Bids-                                                                                                                                Deck                    Certificate of
                  Financing            Subcontractors                                                                                                                             Structures                 Occupancy                                         Final Draw-
                                                                                                                                                                                                                                     Hardscapes                 Payments
                  KayT Loans           Dream Team, LLC                                                                                                                          JS Construction              Bldg. Inspector
                               1.1.4                 1.1.5                                                                                                                                           1.3.3                 1.3.4
                                                                                                                                                                                                                                     Donnie Macs              KayT Loan Pro.
                                                                                                                                                                                                                                                    1.4.2                  1.5.2
Level 3
                                                                            Rubish -                                                                                           Water/Sewer
                                                                          Land Clearing            Excavation &                                           Home                   Service                        Posts-
                                                                                                   Foundations                                          Installation                                         Municipal Appr.
                                                                          Gauthier & Sons                                                                                         K. Kelly                                         Bed Preparation-             Clearing
                                                                                      1.2.1.1     Gauthier/Michiels                                    D&G Modular                          1.3.2.1          JS Co./Bldg. Insp.       Plantings                   Title
                                                                                                             1.2.2.1                                              1.3.1.1                                                1.3.3.1
                                                                                                                                                                                                                                     Donnie Macs              KayT Loan Pro.
                                                     Municipal                                                               Rough Grade                                       Gas/Electric
                                                                            Surveying                                                                                           Service                                                             1.4.3                    1.5.3
                                                     Approval                                                                 Homesite
               Budgeting-                          Bldg. Inspector             Rice                  Municipal               Gauthier & Sons                Concrete         WPS/Engebretson                   Front/Back
              Loan Closing                                                            1.2.1.2        Approval                                               Flatwork                        1.3.2.2            Entr. Decks
                                                             1.1.3.1                                                                   1.2.3.1
                                                                                                                                                                                                                                        Lawn                    Mortgage
                  KayT Loans                                                Culverts-              Bldg. Inspector                                    Michiels Const.             Phone-                      JS Construction        Installation                Closing
                                                      Obtain                                                                   Accesses-
                           1.1.4.1
                                                                            Erosion                          1.2.2.2                                              1.3.1.2
                                                                                                                                                                                  CATV                                   1.3.3.2
                                                                                                                                                                                                                                     Donnie Macs              KayT Loan Pro.
                                                      Permits                                                                 Gravel Base
                                                                                                                                                                                                                                                    1.4.4                    1.5.4
                                                                          Gauthier/Donnie                                                                                      AT&T / TWC
                                                    Dream Team                                                               Gauthier & Sons
                                                                                      1.2.1.3                                                                                               1.3.2.3
                                                             1.1.3.2                                                                   1.2.3.2
                                                                                                  Drain Tiles(2nd)-                                      Garage                                                                                                            Level 3
                                                                            Municipal                Backfill                                          Construction           Geo-Thermal
                                                                            Approval                                                                                            HVAC
                                                                                                  Gauthier & Sons                                     JS Construction
                                                                          Bldg. Inspector                    1.2.2.3                                              1.3.1.3     Nicolet Heating
                                                                                      1.2.1.5                                                                                               1.3.2.4
Linear
                                                                                                                                                                                                                                                                                                                                                                                                                                                    Responsibility
                                                                                                                                                                                                                                                                                                                                                                                                                                                       Chart
                                                                                                                                                                                              Contractors & Subcontract ors
Project Tasks:




                                                                                                                                                                                                                                                                                                                                   Time Warner Cable (Phone,
                                                                                                                              Donnie Macs (Landscaping)
                                                                                                     D&G Modular Home (Home
                                                   Dream Team, LLC (General




                                                                                                                                                                                                                                                                                                                                                               Van DenHuevel (Lighting &
                                                                                                                                                          (Electrical-Data Networks)




                                                                                                                                                                                                                                                                                                                                                                                           WI Public Service (Gas &
                                                                                                                                                                                                                                                              (Concrete Construction)
                                                                                                                                                                                       (Excavation & Rubbish)




                                                                                                                                                                                                                                                                                                                                                                                                                      Nicolet Heating (HVAC)
                                                                              AT&T (Phone, Video &




                                                                                                                                                                                                                                                                                                                                                                                                                                               KayT Loan Processing
                                                                                                                                                                                                                JS Construction (Out-
                                                                                                                                                                                       Gauthier & Sons, Inc.




                                                                                                                                                                                                                                                                                                           Superior Siding (Rain
                                                                                                                                                                                                                                                              Michiels Construction




                                                                                                                                                                                                                                                                                                                                                                                                                                                                      (Municipal Approval)
                                                                                                                                                          Engebretson Electric




                                                                                                                                                                                                                                                                                                                                                                                                                                               (Mortgages & Titles)
                                                                                                                                                                                                                                        K. Kelly (Plumbing)




                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Building Inspector
                                                                                                                                                                                                                                                                                        Rice (Surveying)




                                                                                                                                                                                                                                                                                                                                                                                           Electric Service)
                                                                                                                                                                                                                                                                                                                                   Video & Data)
                                                                                                     Construction)




                                                                                                                                                                                                                                                                                                                                                               Appliances)
                                                   Contractor)




                                                                                                                                                                                                                structures)




                                                                                                                                                                                                                                                                                                           Gutters)
  WBS




                                                                              Data)
  Item                      Work Task
1.1           Initial Planning-Approval                  R                                                 S                   S                                                                                                                                                                                                                                                                                                                    S                      S
1.1.3           Preliminary Approvals                    S                                                 S                   S                                                                                                                                                                                                                                                                                                                                           R
1.1.4           Financing                                S                                                                                                                                                                                                                                                                                                                                                                                          R
1.1.5           Acquire Subcontractor B ids              R
1.2           Sub-level Construction                     R                                                                     S                                                            S                                                                       S                   S                                                                                                                                                                                  S
1.2.1           Lot Preparation                          S                                                                                                                                  R
1.2.1.2            Surveying                             S                                                                                                                                                                                                                              R
1.2.1.3            Culvert Installation                  S                                                                                                                                  R
1.2.1.4            Erosion Prevention                    S                                                                    R
1.2.1.5            Municipal Approval                    S                                                                                                                                  S                                            S                                              S                                                                                                                                                                                  R
1.2.2           Home Foundation                          S                                                                                                                                  R
1.2.2.1            Excavation-Foundation Walls           S                                                                                                                                  R
1.2.2.1.1              Forms-Footings/Wa lls             S                                                                                                                                                                                                         R
1.2.2.2            Municipal Approval                    S                                                                                                                                  S                                                                                                                                                                                                                                                                              R
1.2.3           Grade-Soil Backfill                      S                                                                                                                                  R
1.3           Residence Construction                     R                         S                       S                                                     S                                                   S                   S                          S                                            S                        S                           S                          S                     S                                                   S
1.3.1           Structures                               R
1.3.1.1            Home Installation                     S                                                R
1.3.1.2            Concrete Flatwork                     S                                                                                                                                                                                                         R
1.3.1.2.1.2                  Plumbing Rough-in           S                                                                                                                                                                              R
1.3.1.3            Garage Construction                   S                                                                                                                                                           R
1.3.1.4            Rain Gutter Installation              S                                                                                                                                                                                                                                                      R
1.3.2           Utilities                                R
1.3.2.1            Water & Sewer Service                 S                                                                                                                                                                              R
1.3.2.2            Gas & Electric Service                S                                                                                                                                                                                                                                                                                                                                       R
1.3.2.2.1              Trenching & Meter                 S                                                                                                                                                                                                                                                                                                                                       R
1.3.2.2.3              Home Service Connection           S                                                                                                      R
1.3.2.3            Phone-CATV                            S                         R                                                                                                                                                                                                                                                     R
1.3.2.4            Geo-thermal HVAC System               S                                                                                                                                                                                                                                                                                                                                                            R
1.3.3           Deck Structures                          S                                                                                                                                                           R
                Residence Approval - Certificate
1.3.4
                of Occupancy
                                                         S                                                                                                                                                                                                                                                                                                                                                                                                                 R
1.4           Landscaping                                R                                                                    S                                                              S                                                                     S                                                                                                                                                                                                       S
1.4.1           Concrete Flatwork                        S                                                                    S                                                                                                                                    R                                                                                                                                                                                                       S
1.4.2           Hardscapes                               S                                                                    R
1.4.3           Bed Preparation-Plantings                S                                                                    R
1.4.4           Lawn Installation                        S                                                                    R                                                              S
1.5           Closing Project                            R                                                                                                                                                                                                                                                                                                                                                                                          S
1.5.1           Final Walk-throug h                      R
1.5.2           Final Expenditure Payments               S                                                                                                                                                                                                                                                                                                                                                                                          R
1.5.3           Clearing Title                           S                                                                                                                                                                                                                                                                                                                                                                                          R
1.5.4           Mortgage Loan Closing                    S                                                                                                                                                                                                                                                                                                                                                                                          R
                                                                                                                                                                                                                                                                                                 Legend: R - Responsible; S - Support
Mind Mapping
GANT Chart
    Tasks 1.1 & 1.2




Milestone
   One




                      Milestone
                         Two
GANT Chart
 Tasks 1.3




             Milestone
              Three
GANT Chart
                                                                                         Tasks 1.4 & 1.5




                                                                            Milestone
                                                                              Four




Milestone One – Completion of acquiring subcontractor bids. Subcontractors are essential personnel for the project.
Milestone Two – Completion of rough grade. Marks all sublevel construction is complete and approved. Residence
construction                  can begin.
Milestone Three – Obtaining the “Certificate of Occupancy.” Residence meets all local codes and is ready for listing. All
municipal          approvals required have been completed.
Milestone Four – Closing on mortgage loan. Marks completion of entire project. Home title is clear, all expenses paid, and
                 marketing aspects of subdivision development can aggressively be pursued.
PERT Network
                                                                                                                                                                                                                                    Diagram

    0                     2            2                    16          20                   27                 27                 30              31                         37              37                    43             45                47               48                      50
            Lot and                        Preliminary and                   Lot Preparation                          Municipal                            Excavation and                           Foundation                          Municipal                      Backfill, Rough
          Home Plan                           Municipal                                                               Approval                             Concrete Pour                              Walls -                           Approval                         Grade and
           Selection                          Approval                                                                                                        Footings                             Concrete Pour                                                         Accesses
    1     Dream Team      2            2 Bldg. Inspector 14              5       Gauthier      7                6 Bldg. Inspector 3                    7         Gauthier     6               8       Michiels       6             10 Bldg. Inspector 2               11      Gauthier        2
   10                   12             13                   27          27                   34                 34                 37              37                         43              43                    49             49                51               51                      53

                                       4                    11                                                                                                                                43                    45
                                              Financing                                                                                                                                          Excavation -
                                                                                                                                                                                              Water/Sewer and
                                                                                                                                                                                              Plumbing Roughin
                                                                         5                   30
                                       3     KayT Loans      7                                                                                                                                9       K. Kelly       2
                                                                               Acquire
                                       20                   27               Subcontractor                                                                                                    47                    49
                                                                                 Bids
                                                                         4     Dream Team 25
                                                                        12                   37



    50                    60      57                   62        62                  63            64                   65        66                       80          80                   82          81                   82         83                 87         89                      91
            Home                  Concrete Flatwork                   Municipal                         Concrete Pour                    Garage                               Decks -                            Municipal                    Front Deck              Municipal Approval
         Installation -            Prep - Basement                    Approval                          Basement and                   Construction                          Foundation                          Approval                                              - Certificate of
         Module Install                                                                                    Garage                                                              Posts                                                                                     Occupancy
    12 D&G Modular 10             13        Michiels   5         15 Bldg. Inspector 1              16      Michiels     1         17 JS Construction 14                19 JS Construction 2             21 Bldg. Inspector 1            22 JS Construction 4          25 Bldg. Inspector 2
    53                    63      63                   68        68                  69            69                   70        70                       84          84                   86          86                   87         87                 91         91                      93

                                  60                   63                                                                         66                       80          80                   81                                          86                 90
                                  Concrete Flatwork                                                                                       Utilities                          Rain Gutter                                                      Back Deck
                                    Prep - Garage                                                                                       Installation                         Installation

                                                                                                                                                                                                                                                                 88                      91
                                  14        Michiels   3                                                                          18 KK/WPS/ATT/TWC 14                 20 Superior Siding 1                                             23 JS Construction 4
                                                                                                                                                                                                                                                                 Concrete Flatwork
                                  65                   68                                                                         70                       84          85                   86                                          87                 91     Prep - Driveway
                                                                                                                                                                                                                                                                   and Walkways
                                                                                                                                                                                                                                                                 24        Michiels      3
                                                                                                                                                                                                                                                                 88                      91



     93                   95      95                   98        97                   99           101                  104       103                      105         104                  106         107                  109
            Concrete                    Hardscapes -                   Concrete                          Planting Bed                   Plantings and                        Final Grading                    Seeding and
            Flatwork -                 Excavation and                   Edging                           Preparation                      Mulching                                and                          Thatching
          Concrete Pour                     Prep                                                                                                                              Top Soil Fill
     26      Michiels         2   27 Donnie Macs 3               28 Donnie Macs 2                  30 Donnie Macs 3               31 Donnie Macs 2                      33 Donnie Macs 2                34 Donnie Macs 2
     93                   95      95                   98        98                  100           100                  103       103                      105         105                  107         107                  109

                                                                 99                  101                                          103                      104         104                  105         105                  106        107                109        109                     110
                                                                      Pavers and                                                           Culvert                      Final Walk-through                   Final Draw and                    Clearing                    Mortgage Loan
Project Duration = 110 Days                                             Patio                                                             Removal                        and GC Approval                        Payments                         Title                        Closing

Total Lag Time = 10 Days
                                                                 29 Donnie Macs 2                                                 32 Donnie Macs 1                      35 Dream Team         1         36 KayT Loans         1         37 KayT Loans       2          38 KayT Loans              1
               = Critical Path
                                                                 98                  100                                          104                      105         105                  106         106                  107        107                109        109                     110
Itemized
                                                                                                                 Budget
                                                                                                             Tasks/Categori
                                                                                                                   es
  Task                    Initial Expenses                         Cost
              Permits/Administrative Costs
1.1.2           Architectural Drawings/Design Plans      $     1,550
1.1.3.2         Local Building Permits                           500
1.1.3.3         P&C/Liability Insurance                          750
1.1.4.2         Loan Filing Fees                                 750   $   (3,550)
            Draw One - Construction Loan - Apr 16, 2011
1.2.1         Lot Preparation/Surveying                 $      1,365                                  Description                     Cost
              Foundation                                                             Lot Prep and Foundation
1.2.2.1         Excavation                                     2,100                     Clearing/Surveying                       $      1,365
1.2.2.1.2.1     Concrete - Footings/Walls                      7,850
                                                                                         Excavation                                      5,535
1.2.2.1.2.2     Drainage                                       1,075
1.2.2.1.3.1   Plumbing - Water/Sewer                           1,320                   Concrete Walls and Drainage tiles                14,175
1.2.3.1       Rough Grade                                        875                 Residence Construction
1.2.3.2       Culverts                                           460                   Main Structure (including garage)               141,975
              Initial Expense Reimbursement                    3,550   $   18,595
                                                                                       Decks-Entrances                                   6,675
            Draw Two - Construction Loan - Jun 1, 2011
                                                                                       Utilities                                         5,750
1.3.1.1       Home Purchase/Installation                 $    64,050
1.3.1.2.1     Concrete - Basement Floor/Garage                 2,000                   Geothermal HVAC                                  14,280
1.3.1.3       Garage Construction                              6,350                   Concrete Flatwork (driveway, garage pad)          5,825
1.3.1.4       Rain Gutters/Downspouts                          1,000                 Lanscaping
1.3.2         Utilities                                                                Hardscapes (pavers, edging)                       5,500
1.3.2.1.2       Plumbing Home Connections                      1,985
                                                                                       Plantings                                         4,750
1.3.2.2.2       Gas & Electric Service                           425
1.3.2.2.3       Gas & Electric Home Connections                1,475                   Lawn                                              5,300
1.3.2.3         Phone & Data                                     545                 Total Construction Expenses                  $    211,130
1.3.2.4         HVAC - Geothermal                              7,850
1.3.3         Deck Construction - Front/Back Entrances         3,250   $   88,930    Home Lot Expense                             $     33,000
            Draw Three - Construction Loan - Jul 23, 2011
                                                                                     Construction Expenses                             211,130
1.4           Landscaping
1.4.1           Concrete - Driveway/Walkways              $    2,250                 Permits/Administrative Expenses                     9,200
                                                                                     Total Project Development Expenses           $ 253,330
1.4.2           Hardscapes                                     5,500
1.4.3           Plantings                                      4,750
1.4.4           Lawn Installation                              5,300   $   17,800
            Draw Four - Construction Loan - Aug 23, 2011
              Final Subcontractor Payments
                 Home Builder                            $    64,050
                 HVAC Contractor                         $     6,430
                 Excavation                                    2,100
                 Concrete                                      7,000
                 Garage/Deck Construction                      9,775
                 Landscaping
1.5.3         Title Clearing                                   1,000
              Interest - Construction Loan                     4,200
1.5.4         Mortgage Loan Filing/Closing Fees                  450   $   95,005
            Total Expenses                                             $   220,330
            Home Lot Expense                                                33,000
            Total Project Development Expenses                         $ 253,330
Approvals
                                                                Required



The project will require approval from the following:
• Brown County zoning board
• City, town, or village zoning boards
• Department of Natural Resources (if required)

The project will be required to adhere to the following permits and tests:
• Residential building permit from local and State governments
• Utility easements for electrical, gas, telephone, and catv
• Permits from the Department of Natural Resources (if required)

 Adherence to building code requirements will be the respective contractor’s duty.
         Approval of adherence will be the local building inspector’s duty.

  Dream Team Development, LLC will make final approval of work performed, to
    ensure quality and craftsmanship meet the expectations and specifications of
              the     Model Home plan, before final payment is made.
Contractors
                                                                    and Specialty



•   Dream Team, LLC - General Contractor     •   Rice - Surveying

•   AT&T - Telecommunication                 •   Superior Siding - Rain Gutters

•   D&G Modular Home - Home Construction •       Time Warner Cable - Telecommunication

•   Donnie Macs - Landscaping                •   WI Public Service - Gas & Electric Service

•   Engebretson Electric - Electrical-Data   •   Nicolet Heating - HVAC
    Networks                                 •   KayT Loan Processing - Mortgages &
•   Gauthier & Sons, Inc. - Excavation &         Titles
    Rubbish                                  •   Building Inspector - Municipal Approval
•   JS Construction - Out-structures

•   K. Kelly - Plumbing

•   Michiels Construction - Concrete
    Construction
Contractors
                                                                   and Specialty


•   Dream Team, LLC - Implement sub-contracts with various businesses to ensure
    appropriate and timely installation of all aspects of the pre-fabricated home.

•   Gauthier & Sons - Excavate site and prep for foundation installation, driveway
    installation and yard installation. Trenching for water, electric, and sewer.

•   Rice - Determine appropriate placement of foundation to ensure proper drainage.

•   County/State Inspectors - Inspection of foundation, final inspection of home, final
    inspection of utilities, final inspection of flatwork, structures and landscape

•   Michiels Construction- Prep and install concrete flatwork to include, foundation,
    concrete walls and drainage, driveway and apron, garage floor, front deck.

•   K. Kelly - Install internal and external plumbing fixtures.

•   Nicolet Heating - Install GeoThermal furnace, central air and air filtration systems.

•   AT&T and Time Warner Cable - Run services from nearest hook up to house. Install
    phone land lines, cable and internet hookups to the house as well as internal outlets.
Contractors
                                                                  and Specialty


•   Engebretson Electric - Make final connections of electric service from home to
    service panel. Install electrical needs for garage.

•   WPS - Run appropriate lines for electricity and gas from road to house. Determine
    and install all electrical needs to meters.

•   Superior Siding - Prep for and install siding to, garage. Prep for and install
    appropriate sofet and gutter systems to garage.

•   D&G Modular - Construct home modules and deliver to site. Install modules on
    foundation, perform finish services for siding, roof, trim, windows, etc… (components
    installed during manufacture).

•   Donnie Macs - Design landscaping plans and install, construct components of plan
    including plantings and mulching.

•   JS Construction - Construct three-stall garage in accordance to selected plans,
    including sheathing, siding, doors, windows, and openers.

•   KayT Loan Processing - Handle all requirements for construction and mortgage loan
    including finding a lender and all processing and paperwork. Coordinate draws as
    needed and ensure clear title after all payments are made.
Risk Analysis


                                        Severity       Probability      Impact
Contractor               Risk          (1 - Low, 5 -   (1 - Low, 5 -   (1 - Low, 5 -                                        Response                                                                      Monitor and Control
                                           High)           High)           High)

                                                                                       Properly monitor the state of the project to allow for additional monies to be      Communicate with each sub-contractor to verify the status of the work. Address
Dream Team,     Additional draws            3               1               3
                                                                                       extracted at the scheduled draws to allow for any overages that may be occurring.   any emergent problems or changes of status and how they will affect costs.
LLC
                Exceeding budget            4               2               3          Assess the budget status at each milestone to allow for last minute changes.        Utilize milestones to analyze the current state of the project.

                                                                                                                                                                           Check in on the status of the work on a regular basis to ensure things are
                Equipment breakdown         5               3               5          Bring in alternate equipment.
Gauthier &                                                                                                                                                                 progressing as planned. Visit the site personally.
Sons
                                                                                                                                                                           Visit the work site personally to analyze the extent of the weather impact on work
                Inclement weather           3               3               3          Reschedule and piggy-back projects as allowed. Extend the project if necessary
                                                                                                                                                                           that needs to be completed.

                Equipment breakdown         2               3               1          Reschedule. Bring in alternate equipment.                                           Check in on work progress during installation
Van Goethem                                                                                                                                                                Visit the work site personally to analyze the extent of the weather impact on work
                Inclement weather           1               3               1          Reschedule.
                                                                                                                                                                           that needs to be completed.

                Equipment breakdown         2               3               1          Reschedule. Bring in alternate equipment.                                           Check in on work progress during installation
Weslow                                                                                                                                                                     Visit the work site personally to analyze the extent of the weather impact on work
                Inclement weather           1               3               1          Reschedule.
                                                                                                                                                                           that needs to be completed.

                                                                                                                                                                           Check in on the status of the work on a regular basis to ensure things are
                Equipment breakdown         5               3               5          Bring in alternate equipment.
                                                                                                                                                                           progressing as planned. Visit the site personally.
Rice
                                                                                                                                                                           Visit the work site personally to analyze the extent of the weather impact on work
                Inclement weather           3               3               3          Reschedule and piggy-back projects as allowed. Extend the project if necessary
                                                                                                                                                                           that needs to be completed.

County/State    Inspection failures         1               4               4          Ensure proper skills are available to complete the installations.                   Verify certifications and utilize respected contractors to perform installations.
Inspectors      Scheduling conflicts        3               4               4          Ensure timely scheduling of inspections as well as timely installation of work.     Utilize milestones to analyze the current state of the project.

                                                                                                                                                                           Check in on the status of the work on a regular basis to ensure things are
                Equipment breakdown         5               3               5          Bring in alternate equipment.
                                                                                                                                                                           progressing as planned. Visit the site personally.
Donnie Mac
                                                                                                                                                                           Visit the work site personally to analyze the extent of the weather impact on work
                Inclement weather           3               3               3          Reschedule and piggy-back projects as allowed. Extend the project if necessary
                                                                                                                                                                           that needs to be completed.
                Delays in product
                                            3               3               3          Reschedule and piggy-back projects as allowed. Extend the project if necessary      Utilize milestones to analyze the current state of the project.
                delivery
K. Kelly        Unforeseen needs            1               2               5          Assess the needs independently and schedule as necessary.                           Utilize milestones to analyze the current state of the project.
                Inspection failures         1               5               5          Re-work the necessary areas and pull in additional workers if necessary.            Verify certifications and utilize respected contractors to perform installations.
                Scheduling issues           2               1               1          Reschedule and piggy-back projects as allowed. Extend the project if necessary      Utilize milestones to analyze the current state of the project.
AT&T                                                                                                                                                                       Visit the work site personally to analyze the extent of the weather impact on work
                Inclement weather           2               1               1          Reschedule and piggy-back projects as allowed. Extend the project if necessary
                                                                                                                                                                           that needs to be completed.

                Inspection failures         1               5               5          Re-work the necessary areas and pull in additional workers if necessary.            Verify certifications and utilize respected contractors to perform installations.
Van DenHeuvel rework                        1               4               4          Re-work the necessary areas and pull in additional workers if necessary.            Utilize milestones to analyze the current state of the project.
                Unforeseen needs            2               3               3          Assess the needs independently and schedule as necessary.                           Utilize milestones to analyze the current state of the project.
                Scheduling issues           2               2               2          Reschedule and piggy-back projects as allowed. Extend the project if necessary      Utilize milestones to analyze the current state of the project.
WPS
                Unforeseen needs            1               3               3          Assess the needs independently and schedule as necessary.                           Utilize milestones to analyze the current state of the project.

                                                                                                                                                                           Visit the work site personally to analyze the extent of the weather impact on work
                Inclement weather           3               3               3          Reschedule
                                                                                                                                                                           that needs to be completed.

                                                                                                                                                                           Check in on the status of the work on a regular basis to ensure things are
Superior Siding Equipment failure           3               3               3          Bring in alternate equipment.
                                                                                                                                                                           progressing as planned. Visit the site personally.

                Delays in product                                                                                                                                          Request product be delivered at a date prior to scheduled installation to ensure the
                                            2               4               4          Reschedule
                delivery                                                                                                                                                   product is on site in time.
Contingency
                                                              Planning


Dream Team LLC, will utilize the following tactics to allow for Contingency
   Planning:

•   Communicate with each sub-contractor to verify the status of the work.
•   Address any emergent problems or changes of status and how they will affect
    costs.
•   Utilize milestones to analyze the current state of the project.
•   Check in on the status of the work on a regular basis to ensure things are
    progressing as planned.
•   Visit the work site personally to analyze the extent of the weather impact on
    work that needs to be completed.
•   Check in on work progress during installation of key components, i.e.
    foundation, mound system, electrical, plumbing, etc.
•   Reschedule and piggy-back projects as necessary to keep within the
    scheduled timeline.
Project
                                                                                 Success or
                                                                                  Failure


A successful project will consist of all of the following:
      •   Meeting expectations of Dream Team, LLC.
      •   Meeting all required building codes and passing inspections.
      •   Obtaining certification as an Energy Star Home.
      •   Completion on time, within budget, and receipt of Occupancy Permit

Failure of the project will be any of the following:
      •   Exceeding timeline schedule.
                                                                          Objective Completion
      •   Exceeding budgetary constraints.        Deliverable
                                                                                          Planned         Actual       Success
                                                                                            Date           Date         (Y/N)
      •   Failure to obtain Occupancy Permit.     Model Home Build Project                 8/31/11       8/31/11             Y
                                                  Sub-Level Construction                    6/8/11        6/8/11             Y
      •   Not acquiring all of the above          Home Foundation                          5/30/11       5/30/11             Y
          conditions.                             Residence Construction                    8/7/11        8/7/11             Y
                                                  Utilities                                7/20/11       7/20/11             Y
                                                  Deck Structures                           8/3/11        8/3/11             Y
                                                  Landscaping                              8/31/11       8/31/11             Y
                                                  Certificate of Occupancy                  8/7/11        8/7/11             Y
                                                  Title Clearence                          8/31/11       8/31/11             Y
                                                  Mortgage Loan Closing                    8/31/11       8/31/11             Y
                                                  *All documentation will be electronically archived for future reference.
Project
                                                                                                                                    Closure


One week after completion, an audit of the project was conducted revealing:
                                                                    Lessons Learned
          What Worked?                 Why Did It Work?
                                       Dream Team,LLC managed entire project without using a third party so there was more control over the quality of the
          Quality was excellent
                                       project

                                       Dream Team, LLC realized that their goals and those of the contractors were different. Since Dream Team, LLC managed
          Project completed on time
                                       the entire project, the project goals were communicated to the contractors.

          Project completed on budget Realistic budget forecasting from the beginning

          What Did Not Work?           Why Didn't It Work?                                                      What Could be Done Differently?
                                       Dream Team, LLC did not have enough staff to handle the project as       Hire appropriate number staff to manage the
          Confusion of plans
                                       efficiently one lots began to sell                                       scope of the entire project

                                                                                                                Reduce the number of contractors, where
          Familiarity with building    All contractors were not familiar with building codes that caused        possible, and ensure that they are all familiar
          codes                        confusion on site                                                        with local building codes prior project start
                                                                                                                date

          Where There Any Delays? Why Were There Delays?                                                        Could It Be Prevented in Future?

                                                                                                                Not inclement weather. Contractor did work
          The foundation excavation                                                                             several Saturday's to keep project on
                                       The weather (rain)
          was delayed a couple days                                                                             schedule. Keep non-scheduled days in task
                                                                                                                for such incidents.




 One month after completion, an “Open House BBQ” was held for prospective clients, with
  subcontractors in attendance. Subcontractors were invited to talk with clients about the
  home’s features and work performed – to showcase their craftsmanship. After the open
 house, subcontractors were invited to stay and review aspects of the audit. Afterward, the
          celebration continued with an emphasis to celebrate project success.

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Project Plan Presentation by Dream Team Development

  • 1. Project Plan Presentation by Dream Team Development, LLC As We develop in mind, body, and MBA527 Project Management spirit, We pledge on my honor that We Andrew Fleck, Instructor have not given, received, witnessed, nor have knowledge of unauthorized By John Hansen, Sara Todd and Tricia aid on this or any (assignment, quiz, Harris paper, test).
  • 2. Project Overview Dream Team Development, LLC is developing twenty-four single-family homes in the Dream Scene Sub-division located in Brown County Wisconsin. To achieve this goal, the Dream Team Development, LLC will be seeking proposals from sub-contractors, with proven experience, to complete specific tasks required for site preparation, external structures, and landscaping demands of the project. • The sub-division consists of 24 one-acre lots with water, sewer, natural gas, electric, phone, and CATV utilities in place, in the easements and right-of-ways. The subdivision has drainage ditches (no curb and gutters in place) with base- layer asphalt streets. Upon development of 18 of 24 lots, road resurfacing and final top-layer asphalt will be completed. • Lots are semi-wooded with moderate undulations and natural berms allowing for potential walkout development. Future buyers requesting such aspects do so at their own responsibility and expense.
  • 3. Project Objectives • Construction will be completed based on current and established architectural drawings, and in compliance with local, state and other building codes. • Dream Team Development, LLC has contracted with D&G Modular Homes for the construction of homes for the subdivision. The Model Home for this project will be “The Haverford” Model CT-306 Majestic Option. The construction of this Model Home will be a vital marketing tool used to attract potential buyers and close sales on the twenty-three available lots within the subdivision. • Dream Team Development, LLC plans to build homes that feature extremely low maintenance costs for water, energy and heating/cooling. This will reflect approximately 50%-60% savings for home owners over current, state averages. • Development costs, for the homes, will be in the price range of $235,000 to $285,000, based on current market value of comparable homes. Final selling prices will be dependent on the model of home and amenities chosen by the home purchaser(s). • The Model Home will be constructed to list as $325,000 based on current market value and be available for sale once all other units are purchased. • Dream Team Development, LLC is expected to realize a minimum of 28.29% gross profit (equity value) for the Model Home, based upon projected costs and market value.
  • 4. Project Scope Following are task requirements for construction of the Model Home, and future development of the twenty-three remaining lots within the sub-division. • Excavation for, and construction of, foundation. • Coordination of activities for basement preparation of water/sewer service, for future renovations. • Proper grading for home installation as required by the modular-home builder. • Coordination of activities for excavation, grading, preparation, and installation of driveways and walkways. • Coordination of installation of gas and electric utilities with local utility providers. • Coordination of installation of water and sewer utilities with local utility providers. • Coordination of activities for high, energy-efficient aspects of home. • Construction of permanent add-ons of front and back entrance decks, and garages. • Coordination of activities for final grading, lawn installation, landscaping and
  • 5. Supplied Materials • Dream Team Development, LLC will make architectural drawings available for the Model Home, and other design plan options, to all parties submitting bids on this project. Bidders may also personally inspect the sub-division. Sub- division survey maps are also available upon request. • All parties interested in submitting bids, must comply with the Confidentiality Agreement. Violation of this agreement will not be tolerated and may result in civil repercussions. • Dream Team Development, LLC has arrangements with D&G Modular Homes to construct energy efficient, three or four bedroom homes, with Energy Star compliant characteristics for insulation, windows, weatherizing, and heating/cooling system. • Prospective homeowners can choose from a selection of four different home plans (ST-305, CT-306, ST-307, CT-308) and three package amenity options (Lite, Affordable, Majestic).
  • 6. Items/Service s Not Included • Sub-contractors selected for this project will not be involved in the construction of home modules. • Prospective homeowners will be responsible for any modifications not explicitly included with home plans (regarding development of remaining 23 lots). • Dream Team Development, LLC will not be responsible for the final design of plans, cost negotiations, or coordination of communication, with selected contractors (regarding development of remaining 23 lots).
  • 7. Action Plan WBS Work Task Primary Responsible Party(ies) Start Date Finish Date Item 0.0 Project Plan - SOW & Closeout Dream Team Development, LLC 05/03/11 06/21/11 0.1 Project Plan - SOW/Close/M-Map Sara Todd 05/03/11 06/21/11 0.2 Project Plan - Sched. & Budget John Hansen 05/03/11 06/21/11 0.3 Project Plan - Pers. & Risks Tricia Harris 05/03/11 06/21/11 1.1 Initial Planning-Approval Dream Team Development, LLC 04/02/12 05/11/12 1.1.3 Preliminary Approvals Dream Team Development, LLC 04/04/12 04/23/12 1.1.4 Financing KayT Loans 04/06/12 04/16/12 1.1.5 Acquire Subcontractor Bids Dream Team Development, LLC 04/09/12 05/11/12 1.2 Sub-level Construction Dream Team Development, LLC 04/30/12 06/08/12 1.2.1 Lot Preparation Gauthier & Sons 04/30/12 05/11/12 1.2.1.2 Surveying Rice 04/30/12 05/03/12 1.2.1.5 Municipal Approval Building Inspector 05/09/12 05/11/12 1.2.2 Home Foundation Gauthier & Sons 05/15/12 05/30/12 1.2.2.1.1 Concrete-Footings/Walls Michiels Construction 05/17/12 05/25/12 1.2.2.2 Municipal Approval Building Inspector 06/04/12 06/05/12 1.2.3 Grade-Soil Backfill Gauthier & Sons 06/07/12 06/08/12 1.3 Residence Construction Dream Team Development, LLC 06/05/12 08/07/12 1.3.1 Structures Dream Team Development, LLC 06/11/12 07/20/12 1.3.1.1 Home Installation D&G Modular Homes 06/11/12 06/22/12 1.3.1.2 Concrete Flatwork Michiels Construction 06/20/12 06/29/12 1.3.1.2.1.2 Plumbing Rough-in K. Kelly 06/25/12 06/26/12 1.3.1.3 Garage Construction JS Construction 07/03/12 07/20/12 1.3.1.4 Rain Gutter Installation Superior Siding 07/23/12 07/23/12 1.3.2 Utilities Dream Team Development, LLC 07/03/12 07/20/12 1.3.2.1 Water & Sewer Service K. Kelly 07/09/12 07/11/12 1.3.2.2 Gas & Electric Service WI Public Service 07/03/12 07/06/12 1.3.2.3 Phone-CATV AT&T and Time Warner Cable 07/05/12 07/06/12 1.3.2.4 Geo-thermal HVAC System Nicolet Heating 07/12/12 07/20/12 1.3.3 Deck Structures JS Construction 07/23/12 08/03/12 Residence Approval - Certificate 1.3.4 Building Inspector 08/06/12 08/07/12 of Occupancy 1.4 Landscaping Dream Team Development, LLC 08/03/12 08/31/12 1.4.1 Concrete Flatwork Michiels Construction 08/03/12 08/10/12 1.4.2 Hardscapes Donnie Macs 08/13/12 08/20/12 1.4.3 Bed Preparation-Plantings Donnie Macs 08/21/12 08/24/12 1.4.4 Lawn Installation Donnie Macs 08/23/12 08/30/12 1.5 Closing Project Dream Team Development, LLC 08/24/12 08/31/12 1.5.1 Final Walk-through Dream Team Development, LLC 08/24/12 08/24/12 1.5.2 Final Expenditure Payments KayT Loans 08/27/12 08/27/12 1.5.3 Clearing Title KayT Loans 08/29/12 08/30/12 1.5.4 Mortgage Loan Closing KayT Loans 08/31/12 08/31/12 0.4 Project Closure - Audit Dream Team Development, LLC 09/04/12 09/07/12 Project Closure - BBQ/Open 0.5 Dream Team Development, LLC 09/28/12 09/29/12 House
  • 8. Work Breakdown Structure Model Home Build Project Level 0 Level 0 Dream Team, LLLC 1.0 Level 1 Level 1 Initial Planning Sub-level Residence Closing Landscaping Approval Construction Construction Project Dream Team, LLLC Dream Team, LLLC Dream Team, LLLC Dream Team, LLLC Dream Team, LLLC 1.1 1.2 1.3 1.4 1.5 Level 2 Level 2 Lot Home Plan Preliminary Lot Home Grade- Concrete Final Selection Selection Approvals Preparation Foundation Soil Backfill Structures Utilities Flatwork Walk-through Dream Team, LLC Dream Team, LLC Bldg. Inspector Gauthier & Sons Gauthier & Sons Gauthier & Sons Dream Team, LLC Dream Team, LLC Michiels Const. Dream Team, LLC 1.1.1 1.1.2 1.1.3 1.2.1 1.2.2 1.2.3 1.3.1 1.3.2 1.4.1 1.5.1 Acquire Bids- Deck Certificate of Financing Subcontractors Structures Occupancy Final Draw- Hardscapes Payments KayT Loans Dream Team, LLC JS Construction Bldg. Inspector 1.1.4 1.1.5 1.3.3 1.3.4 Donnie Macs KayT Loan Pro. 1.4.2 1.5.2 Level 3 Rubish - Water/Sewer Land Clearing Excavation & Home Service Posts- Foundations Installation Municipal Appr. Gauthier & Sons K. Kelly Bed Preparation- Clearing 1.2.1.1 Gauthier/Michiels D&G Modular 1.3.2.1 JS Co./Bldg. Insp. Plantings Title 1.2.2.1 1.3.1.1 1.3.3.1 Donnie Macs KayT Loan Pro. Municipal Rough Grade Gas/Electric Surveying Service 1.4.3 1.5.3 Approval Homesite Budgeting- Bldg. Inspector Rice Municipal Gauthier & Sons Concrete WPS/Engebretson Front/Back Loan Closing 1.2.1.2 Approval Flatwork 1.3.2.2 Entr. Decks 1.1.3.1 1.2.3.1 Lawn Mortgage KayT Loans Culverts- Bldg. Inspector Michiels Const. Phone- JS Construction Installation Closing Obtain Accesses- 1.1.4.1 Erosion 1.2.2.2 1.3.1.2 CATV 1.3.3.2 Donnie Macs KayT Loan Pro. Permits Gravel Base 1.4.4 1.5.4 Gauthier/Donnie AT&T / TWC Dream Team Gauthier & Sons 1.2.1.3 1.3.2.3 1.1.3.2 1.2.3.2 Drain Tiles(2nd)- Garage Level 3 Municipal Backfill Construction Geo-Thermal Approval HVAC Gauthier & Sons JS Construction Bldg. Inspector 1.2.2.3 1.3.1.3 Nicolet Heating 1.2.1.5 1.3.2.4
  • 9. Linear Responsibility Chart Contractors & Subcontract ors Project Tasks: Time Warner Cable (Phone, Donnie Macs (Landscaping) D&G Modular Home (Home Dream Team, LLC (General Van DenHuevel (Lighting & (Electrical-Data Networks) WI Public Service (Gas & (Concrete Construction) (Excavation & Rubbish) Nicolet Heating (HVAC) AT&T (Phone, Video & KayT Loan Processing JS Construction (Out- Gauthier & Sons, Inc. Superior Siding (Rain Michiels Construction (Municipal Approval) Engebretson Electric (Mortgages & Titles) K. Kelly (Plumbing) Building Inspector Rice (Surveying) Electric Service) Video & Data) Construction) Appliances) Contractor) structures) Gutters) WBS Data) Item Work Task 1.1 Initial Planning-Approval R S S S S 1.1.3 Preliminary Approvals S S S R 1.1.4 Financing S R 1.1.5 Acquire Subcontractor B ids R 1.2 Sub-level Construction R S S S S S 1.2.1 Lot Preparation S R 1.2.1.2 Surveying S R 1.2.1.3 Culvert Installation S R 1.2.1.4 Erosion Prevention S R 1.2.1.5 Municipal Approval S S S S R 1.2.2 Home Foundation S R 1.2.2.1 Excavation-Foundation Walls S R 1.2.2.1.1 Forms-Footings/Wa lls S R 1.2.2.2 Municipal Approval S S R 1.2.3 Grade-Soil Backfill S R 1.3 Residence Construction R S S S S S S S S S S S S 1.3.1 Structures R 1.3.1.1 Home Installation S R 1.3.1.2 Concrete Flatwork S R 1.3.1.2.1.2 Plumbing Rough-in S R 1.3.1.3 Garage Construction S R 1.3.1.4 Rain Gutter Installation S R 1.3.2 Utilities R 1.3.2.1 Water & Sewer Service S R 1.3.2.2 Gas & Electric Service S R 1.3.2.2.1 Trenching & Meter S R 1.3.2.2.3 Home Service Connection S R 1.3.2.3 Phone-CATV S R R 1.3.2.4 Geo-thermal HVAC System S R 1.3.3 Deck Structures S R Residence Approval - Certificate 1.3.4 of Occupancy S R 1.4 Landscaping R S S S S 1.4.1 Concrete Flatwork S S R S 1.4.2 Hardscapes S R 1.4.3 Bed Preparation-Plantings S R 1.4.4 Lawn Installation S R S 1.5 Closing Project R S 1.5.1 Final Walk-throug h R 1.5.2 Final Expenditure Payments S R 1.5.3 Clearing Title S R 1.5.4 Mortgage Loan Closing S R Legend: R - Responsible; S - Support
  • 11. GANT Chart Tasks 1.1 & 1.2 Milestone One Milestone Two
  • 12. GANT Chart Tasks 1.3 Milestone Three
  • 13. GANT Chart Tasks 1.4 & 1.5 Milestone Four Milestone One – Completion of acquiring subcontractor bids. Subcontractors are essential personnel for the project. Milestone Two – Completion of rough grade. Marks all sublevel construction is complete and approved. Residence construction can begin. Milestone Three – Obtaining the “Certificate of Occupancy.” Residence meets all local codes and is ready for listing. All municipal approvals required have been completed. Milestone Four – Closing on mortgage loan. Marks completion of entire project. Home title is clear, all expenses paid, and marketing aspects of subdivision development can aggressively be pursued.
  • 14. PERT Network Diagram 0 2 2 16 20 27 27 30 31 37 37 43 45 47 48 50 Lot and Preliminary and Lot Preparation Municipal Excavation and Foundation Municipal Backfill, Rough Home Plan Municipal Approval Concrete Pour Walls - Approval Grade and Selection Approval Footings Concrete Pour Accesses 1 Dream Team 2 2 Bldg. Inspector 14 5 Gauthier 7 6 Bldg. Inspector 3 7 Gauthier 6 8 Michiels 6 10 Bldg. Inspector 2 11 Gauthier 2 10 12 13 27 27 34 34 37 37 43 43 49 49 51 51 53 4 11 43 45 Financing Excavation - Water/Sewer and Plumbing Roughin 5 30 3 KayT Loans 7 9 K. Kelly 2 Acquire 20 27 Subcontractor 47 49 Bids 4 Dream Team 25 12 37 50 60 57 62 62 63 64 65 66 80 80 82 81 82 83 87 89 91 Home Concrete Flatwork Municipal Concrete Pour Garage Decks - Municipal Front Deck Municipal Approval Installation - Prep - Basement Approval Basement and Construction Foundation Approval - Certificate of Module Install Garage Posts Occupancy 12 D&G Modular 10 13 Michiels 5 15 Bldg. Inspector 1 16 Michiels 1 17 JS Construction 14 19 JS Construction 2 21 Bldg. Inspector 1 22 JS Construction 4 25 Bldg. Inspector 2 53 63 63 68 68 69 69 70 70 84 84 86 86 87 87 91 91 93 60 63 66 80 80 81 86 90 Concrete Flatwork Utilities Rain Gutter Back Deck Prep - Garage Installation Installation 88 91 14 Michiels 3 18 KK/WPS/ATT/TWC 14 20 Superior Siding 1 23 JS Construction 4 Concrete Flatwork 65 68 70 84 85 86 87 91 Prep - Driveway and Walkways 24 Michiels 3 88 91 93 95 95 98 97 99 101 104 103 105 104 106 107 109 Concrete Hardscapes - Concrete Planting Bed Plantings and Final Grading Seeding and Flatwork - Excavation and Edging Preparation Mulching and Thatching Concrete Pour Prep Top Soil Fill 26 Michiels 2 27 Donnie Macs 3 28 Donnie Macs 2 30 Donnie Macs 3 31 Donnie Macs 2 33 Donnie Macs 2 34 Donnie Macs 2 93 95 95 98 98 100 100 103 103 105 105 107 107 109 99 101 103 104 104 105 105 106 107 109 109 110 Pavers and Culvert Final Walk-through Final Draw and Clearing Mortgage Loan Project Duration = 110 Days Patio Removal and GC Approval Payments Title Closing Total Lag Time = 10 Days 29 Donnie Macs 2 32 Donnie Macs 1 35 Dream Team 1 36 KayT Loans 1 37 KayT Loans 2 38 KayT Loans 1 = Critical Path 98 100 104 105 105 106 106 107 107 109 109 110
  • 15. Itemized Budget Tasks/Categori es Task Initial Expenses Cost Permits/Administrative Costs 1.1.2 Architectural Drawings/Design Plans $ 1,550 1.1.3.2 Local Building Permits 500 1.1.3.3 P&C/Liability Insurance 750 1.1.4.2 Loan Filing Fees 750 $ (3,550) Draw One - Construction Loan - Apr 16, 2011 1.2.1 Lot Preparation/Surveying $ 1,365 Description Cost Foundation Lot Prep and Foundation 1.2.2.1 Excavation 2,100 Clearing/Surveying $ 1,365 1.2.2.1.2.1 Concrete - Footings/Walls 7,850 Excavation 5,535 1.2.2.1.2.2 Drainage 1,075 1.2.2.1.3.1 Plumbing - Water/Sewer 1,320 Concrete Walls and Drainage tiles 14,175 1.2.3.1 Rough Grade 875 Residence Construction 1.2.3.2 Culverts 460 Main Structure (including garage) 141,975 Initial Expense Reimbursement 3,550 $ 18,595 Decks-Entrances 6,675 Draw Two - Construction Loan - Jun 1, 2011 Utilities 5,750 1.3.1.1 Home Purchase/Installation $ 64,050 1.3.1.2.1 Concrete - Basement Floor/Garage 2,000 Geothermal HVAC 14,280 1.3.1.3 Garage Construction 6,350 Concrete Flatwork (driveway, garage pad) 5,825 1.3.1.4 Rain Gutters/Downspouts 1,000 Lanscaping 1.3.2 Utilities Hardscapes (pavers, edging) 5,500 1.3.2.1.2 Plumbing Home Connections 1,985 Plantings 4,750 1.3.2.2.2 Gas & Electric Service 425 1.3.2.2.3 Gas & Electric Home Connections 1,475 Lawn 5,300 1.3.2.3 Phone & Data 545 Total Construction Expenses $ 211,130 1.3.2.4 HVAC - Geothermal 7,850 1.3.3 Deck Construction - Front/Back Entrances 3,250 $ 88,930 Home Lot Expense $ 33,000 Draw Three - Construction Loan - Jul 23, 2011 Construction Expenses 211,130 1.4 Landscaping 1.4.1 Concrete - Driveway/Walkways $ 2,250 Permits/Administrative Expenses 9,200 Total Project Development Expenses $ 253,330 1.4.2 Hardscapes 5,500 1.4.3 Plantings 4,750 1.4.4 Lawn Installation 5,300 $ 17,800 Draw Four - Construction Loan - Aug 23, 2011 Final Subcontractor Payments Home Builder $ 64,050 HVAC Contractor $ 6,430 Excavation 2,100 Concrete 7,000 Garage/Deck Construction 9,775 Landscaping 1.5.3 Title Clearing 1,000 Interest - Construction Loan 4,200 1.5.4 Mortgage Loan Filing/Closing Fees 450 $ 95,005 Total Expenses $ 220,330 Home Lot Expense 33,000 Total Project Development Expenses $ 253,330
  • 16. Approvals Required The project will require approval from the following: • Brown County zoning board • City, town, or village zoning boards • Department of Natural Resources (if required) The project will be required to adhere to the following permits and tests: • Residential building permit from local and State governments • Utility easements for electrical, gas, telephone, and catv • Permits from the Department of Natural Resources (if required) Adherence to building code requirements will be the respective contractor’s duty. Approval of adherence will be the local building inspector’s duty. Dream Team Development, LLC will make final approval of work performed, to ensure quality and craftsmanship meet the expectations and specifications of the Model Home plan, before final payment is made.
  • 17. Contractors and Specialty • Dream Team, LLC - General Contractor • Rice - Surveying • AT&T - Telecommunication • Superior Siding - Rain Gutters • D&G Modular Home - Home Construction • Time Warner Cable - Telecommunication • Donnie Macs - Landscaping • WI Public Service - Gas & Electric Service • Engebretson Electric - Electrical-Data • Nicolet Heating - HVAC Networks • KayT Loan Processing - Mortgages & • Gauthier & Sons, Inc. - Excavation & Titles Rubbish • Building Inspector - Municipal Approval • JS Construction - Out-structures • K. Kelly - Plumbing • Michiels Construction - Concrete Construction
  • 18. Contractors and Specialty • Dream Team, LLC - Implement sub-contracts with various businesses to ensure appropriate and timely installation of all aspects of the pre-fabricated home. • Gauthier & Sons - Excavate site and prep for foundation installation, driveway installation and yard installation. Trenching for water, electric, and sewer. • Rice - Determine appropriate placement of foundation to ensure proper drainage. • County/State Inspectors - Inspection of foundation, final inspection of home, final inspection of utilities, final inspection of flatwork, structures and landscape • Michiels Construction- Prep and install concrete flatwork to include, foundation, concrete walls and drainage, driveway and apron, garage floor, front deck. • K. Kelly - Install internal and external plumbing fixtures. • Nicolet Heating - Install GeoThermal furnace, central air and air filtration systems. • AT&T and Time Warner Cable - Run services from nearest hook up to house. Install phone land lines, cable and internet hookups to the house as well as internal outlets.
  • 19. Contractors and Specialty • Engebretson Electric - Make final connections of electric service from home to service panel. Install electrical needs for garage. • WPS - Run appropriate lines for electricity and gas from road to house. Determine and install all electrical needs to meters. • Superior Siding - Prep for and install siding to, garage. Prep for and install appropriate sofet and gutter systems to garage. • D&G Modular - Construct home modules and deliver to site. Install modules on foundation, perform finish services for siding, roof, trim, windows, etc… (components installed during manufacture). • Donnie Macs - Design landscaping plans and install, construct components of plan including plantings and mulching. • JS Construction - Construct three-stall garage in accordance to selected plans, including sheathing, siding, doors, windows, and openers. • KayT Loan Processing - Handle all requirements for construction and mortgage loan including finding a lender and all processing and paperwork. Coordinate draws as needed and ensure clear title after all payments are made.
  • 20. Risk Analysis Severity Probability Impact Contractor Risk (1 - Low, 5 - (1 - Low, 5 - (1 - Low, 5 - Response Monitor and Control High) High) High) Properly monitor the state of the project to allow for additional monies to be Communicate with each sub-contractor to verify the status of the work. Address Dream Team, Additional draws 3 1 3 extracted at the scheduled draws to allow for any overages that may be occurring. any emergent problems or changes of status and how they will affect costs. LLC Exceeding budget 4 2 3 Assess the budget status at each milestone to allow for last minute changes. Utilize milestones to analyze the current state of the project. Check in on the status of the work on a regular basis to ensure things are Equipment breakdown 5 3 5 Bring in alternate equipment. Gauthier & progressing as planned. Visit the site personally. Sons Visit the work site personally to analyze the extent of the weather impact on work Inclement weather 3 3 3 Reschedule and piggy-back projects as allowed. Extend the project if necessary that needs to be completed. Equipment breakdown 2 3 1 Reschedule. Bring in alternate equipment. Check in on work progress during installation Van Goethem Visit the work site personally to analyze the extent of the weather impact on work Inclement weather 1 3 1 Reschedule. that needs to be completed. Equipment breakdown 2 3 1 Reschedule. Bring in alternate equipment. Check in on work progress during installation Weslow Visit the work site personally to analyze the extent of the weather impact on work Inclement weather 1 3 1 Reschedule. that needs to be completed. Check in on the status of the work on a regular basis to ensure things are Equipment breakdown 5 3 5 Bring in alternate equipment. progressing as planned. Visit the site personally. Rice Visit the work site personally to analyze the extent of the weather impact on work Inclement weather 3 3 3 Reschedule and piggy-back projects as allowed. Extend the project if necessary that needs to be completed. County/State Inspection failures 1 4 4 Ensure proper skills are available to complete the installations. Verify certifications and utilize respected contractors to perform installations. Inspectors Scheduling conflicts 3 4 4 Ensure timely scheduling of inspections as well as timely installation of work. Utilize milestones to analyze the current state of the project. Check in on the status of the work on a regular basis to ensure things are Equipment breakdown 5 3 5 Bring in alternate equipment. progressing as planned. Visit the site personally. Donnie Mac Visit the work site personally to analyze the extent of the weather impact on work Inclement weather 3 3 3 Reschedule and piggy-back projects as allowed. Extend the project if necessary that needs to be completed. Delays in product 3 3 3 Reschedule and piggy-back projects as allowed. Extend the project if necessary Utilize milestones to analyze the current state of the project. delivery K. Kelly Unforeseen needs 1 2 5 Assess the needs independently and schedule as necessary. Utilize milestones to analyze the current state of the project. Inspection failures 1 5 5 Re-work the necessary areas and pull in additional workers if necessary. Verify certifications and utilize respected contractors to perform installations. Scheduling issues 2 1 1 Reschedule and piggy-back projects as allowed. Extend the project if necessary Utilize milestones to analyze the current state of the project. AT&T Visit the work site personally to analyze the extent of the weather impact on work Inclement weather 2 1 1 Reschedule and piggy-back projects as allowed. Extend the project if necessary that needs to be completed. Inspection failures 1 5 5 Re-work the necessary areas and pull in additional workers if necessary. Verify certifications and utilize respected contractors to perform installations. Van DenHeuvel rework 1 4 4 Re-work the necessary areas and pull in additional workers if necessary. Utilize milestones to analyze the current state of the project. Unforeseen needs 2 3 3 Assess the needs independently and schedule as necessary. Utilize milestones to analyze the current state of the project. Scheduling issues 2 2 2 Reschedule and piggy-back projects as allowed. Extend the project if necessary Utilize milestones to analyze the current state of the project. WPS Unforeseen needs 1 3 3 Assess the needs independently and schedule as necessary. Utilize milestones to analyze the current state of the project. Visit the work site personally to analyze the extent of the weather impact on work Inclement weather 3 3 3 Reschedule that needs to be completed. Check in on the status of the work on a regular basis to ensure things are Superior Siding Equipment failure 3 3 3 Bring in alternate equipment. progressing as planned. Visit the site personally. Delays in product Request product be delivered at a date prior to scheduled installation to ensure the 2 4 4 Reschedule delivery product is on site in time.
  • 21. Contingency Planning Dream Team LLC, will utilize the following tactics to allow for Contingency Planning: • Communicate with each sub-contractor to verify the status of the work. • Address any emergent problems or changes of status and how they will affect costs. • Utilize milestones to analyze the current state of the project. • Check in on the status of the work on a regular basis to ensure things are progressing as planned. • Visit the work site personally to analyze the extent of the weather impact on work that needs to be completed. • Check in on work progress during installation of key components, i.e. foundation, mound system, electrical, plumbing, etc. • Reschedule and piggy-back projects as necessary to keep within the scheduled timeline.
  • 22. Project Success or Failure A successful project will consist of all of the following: • Meeting expectations of Dream Team, LLC. • Meeting all required building codes and passing inspections. • Obtaining certification as an Energy Star Home. • Completion on time, within budget, and receipt of Occupancy Permit Failure of the project will be any of the following: • Exceeding timeline schedule. Objective Completion • Exceeding budgetary constraints. Deliverable Planned Actual Success Date Date (Y/N) • Failure to obtain Occupancy Permit. Model Home Build Project 8/31/11 8/31/11 Y Sub-Level Construction 6/8/11 6/8/11 Y • Not acquiring all of the above Home Foundation 5/30/11 5/30/11 Y conditions. Residence Construction 8/7/11 8/7/11 Y Utilities 7/20/11 7/20/11 Y Deck Structures 8/3/11 8/3/11 Y Landscaping 8/31/11 8/31/11 Y Certificate of Occupancy 8/7/11 8/7/11 Y Title Clearence 8/31/11 8/31/11 Y Mortgage Loan Closing 8/31/11 8/31/11 Y *All documentation will be electronically archived for future reference.
  • 23. Project Closure One week after completion, an audit of the project was conducted revealing: Lessons Learned What Worked? Why Did It Work? Dream Team,LLC managed entire project without using a third party so there was more control over the quality of the Quality was excellent project Dream Team, LLC realized that their goals and those of the contractors were different. Since Dream Team, LLC managed Project completed on time the entire project, the project goals were communicated to the contractors. Project completed on budget Realistic budget forecasting from the beginning What Did Not Work? Why Didn't It Work? What Could be Done Differently? Dream Team, LLC did not have enough staff to handle the project as Hire appropriate number staff to manage the Confusion of plans efficiently one lots began to sell scope of the entire project Reduce the number of contractors, where Familiarity with building All contractors were not familiar with building codes that caused possible, and ensure that they are all familiar codes confusion on site with local building codes prior project start date Where There Any Delays? Why Were There Delays? Could It Be Prevented in Future? Not inclement weather. Contractor did work The foundation excavation several Saturday's to keep project on The weather (rain) was delayed a couple days schedule. Keep non-scheduled days in task for such incidents. One month after completion, an “Open House BBQ” was held for prospective clients, with subcontractors in attendance. Subcontractors were invited to talk with clients about the home’s features and work performed – to showcase their craftsmanship. After the open house, subcontractors were invited to stay and review aspects of the audit. Afterward, the celebration continued with an emphasis to celebrate project success.