Project Charter Summery

Construction
Management
Capstone
Clayton House
Arizona General Contracting & Design Services LLC
Commercial, Industrial, Residential, Innovation & Consultation
4555 E. Greensborough Dr. Phoenix, AZ 85202 (602)-685-2343
www.AGCDS.com
2012
Derek Cooksey (07415016)
Arizona General Contracting & Design Services LLC Commercial,
Industrial, Residential, Innovation & Consultation
7/4/2012

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PROJECT PROPOSAL
“CLAYTON HOUSE ADDITION”
BY DEREK Z. COOKSEY
CM490 CAPSTONE
07/04/2012

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Table of Contents
Page 01: 1.0 Project Proposals
Page 2/3: 1.2 Table of Content
Page 4: 1.3 Business Introductions / Organization Chart
Page 5: 1.4 Business Strategies
Page 5: 1.5 Project Charter
Page 6: 1.6 Project Scope Statements
Page 7: 1.7 Mile Stones
Page 7: 1.8 Project CM/PM Authorization & Identification
Page 00: 2.0 Area of Study / Site Plan Analysis
Page 9: 2.1 Legal Descriptions
Page 9: 2.2 County Map
Page 10: 2.3 Township Map
Page 11: 2.4 Plat Map
Page 12: 2.5 Subdivision Map
Page 13: 2.6 Topographic Map
Page 14-17: 2.7 Satellite Map/ Staging and Parking Areas/Other Maps
Page 18: 2.8 Home Market Prices
Page 18: 2.9 Submittal Requirements
Page 18: 2.10 Grading/Drainage/ Waste/ Water Plan
Page 19: 2.11 Solar Plans
Page 19: 2.12 Building Safety Plan
Page 19: 2.13 Codes
Page 19: 2.14 Weather Plan
Page 20: 2.15 Traffic Plan
Page 20: 2.16 Parking/Staging Plans
Page 20: 2.17 Budgets
Page 00: 3.0 Data Acquisition & Organization
Page 00: 3.1 Research
Page 00: 3.2 Source Types
Page 00: 3.3 Information Organization

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Page 00: 4.0 Project Analyses
Page 00: 4.1 Project Schedule
Page 00: 4.2 Construction Schedule
Page 00: 4.3 Float Chart & Lag Chart
Page 00: 4.4 Take-off
Page 00: 4.5 Overall Estimates
Page 00: 4.6 Materials List/Cost
Page 00: 4.7 Sustainability
Page 00: 4.8 Codes
Page 00: 4.9 Contract Descriptions
Page 00: 4.10 Weekly Reports
Page 00: 5.0 Methodologies
Page 00: 5.1 Project Management/ Construction Management
Page 00: 5.2 Safety Management
Page 00: 5.3 Risk Management
Page 00: 5.4 SWOT
Page 00: 5.5 WBS
Page 00: 5.6 Vendors
Page 00: 5.7 Material Procurement
Page 00: 5.8 Technologies
Page 00: 5.9 Communications
Page 00: 5.10 Delivery Methods
Page 00: 5.11 Exit Strategies
Page 00: 6.0 Conclusions
Page 00: Work Cited

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1.3 Business Introductions/Organization Chart
Arizona General Contracting & Design Services LLC is a merger of Arizona General
Contracting and Arch Engineering Designs and has 60 employees. Arizona General Contracting
& Design Services LLC is located in the Phoenix Metro area and works with large scale and
small scale developers. AGCDS’s main goal is to provide comprehensive management and
design professional services that will meet our client’s needs. The company was founded in June
of 2012. AGCDS specializes in all general contracting services, project and construction
management services, architectural and engineering design, labor, equipment, and subcontracting
procurement. AGCDS provides management and design services in several industry’s such as
commercial, industrial, residential as well as innovation, consultation, and remodeling.

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1.4 Business Strategy
Arizona General Contracting & Design Services LLC’s main strategy is to competitively
compete in the construction management services and design industries. Here at AGCDS being
attentive to our client base as well as holding productive and professional relationships with our
general contractor and subcontractors and providing the lowest possible cost to our clients will
ensure for the best possible outcome for any project. AGCDS is accustoming to the competitive
bidding process.
We offer general contracting services, project and construction management services,
architectural and engineering design, labor, equipment, and subcontracting procurement.
AGCDS provides management and design services in several industry’s such as commercial,
industrial, residential as well as innovation, consultation, and remodeling. It is our goal to
provide the best in services and to become the largest general contracting and design service on
the west coast.
1.5 Project Charter
The purpose of this document is to clarify all aspects of the Clayton Home addition. This
proposal is a risk assessment as well as a feasibility study deliverable that will give the client,
GCs and subs and all financing parties a clear assessment of whether or not to commit to this
project. We intended to cover all subjects listed in the contents and provide a general overview
of this project to our client and all other parties involved. The Clayton home addition is located
at 10830 N. Pulve Ct Fountain Hills, AZ 85268 in the subdivision of Crestview at the south west
corner of the town of Fountain Hills, Arizona.
All additional information about the property is listed in section 2.1 Legal Disruption of
this document. The success criteria of this project well depend upon the successful completion of
all milestones such as: Excavations, Foundation, Framing, Roofing, Mechanical, Drywall,
Flooring, Painting, Inspections and Close outs. All phases of this project are to be completed on
time as stated in the contract. AGCDS will comply with all scopes, schedules, budgets,
communications, reports and safety expectation to the state, county and townships requirement
of Arizona as well as meeting all code requirements for this project. Preliminary budget cost will

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be listed in section 4.5 Budget Estimates. The project plans will be included in the scope
statement 1.6 project Scope Statement.
1.6 Project Scope Statement
The objective of this project is to build a costume and unique residential home addition
on hill side or mountain side at 10830 N. Pulve Ct, Fountain Hills Arizona, 85268. The home is
1’998 s.f. home and will be built with a 5/12 pitch roof with cement Spanish style tiles and be
energy star rated materials and solar panels and be providing with solar panels and will taped
into a preexisting sewer system. This project will comply with all state, city and municipal codes
in all phases of the construction process. The projects estimated time for completion is
approximately six to seven months from the beginning of construction to the end of construction.
All contracts are to be in concordance with AGC consensus contract documentation and standard
practices and unit price contracts. The purpose for AGC contract documentation is to protect all
parties that are participating in this project such as the Architects, engineers, designers, owner,
general contractors, and all subcontractors that are involved. Project plans will be provided to all
parties, such as: the Architects, engineers, designers, owner, general contractors, and all
subcontractors. All plans will be approved by the sponsor/owner to determine if the project will
begin.
If approved, commitment to the project will be in compliance with all contractual
documents and contract obligations to the Clayton House Addition. The project plans will
include scope statement; schedule; cost estimate; budget, resource, schedule, communications,
quality, risk, procurement, and stakeholder management as well as project controls. All parties
involved in this project must be certified, licensed, bonded and insured. All parties are
responsible to fulfilling their contractual obligations to the project in an efficient manner and
within their allotted time deadlines. All parties under the general contractor will be held liable in
cases that involve code violations, time dead line violations unless of force measure or
verifications of contract material delivery violations by the vendor or vendors of any equipment
or materials that are not delivered on time as stated in the contract documents. All change orders
must be handled by the general contractor or chief Architects/engineers for approval with owners
consent.

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1.7 Milestones
Excavations, Foundation, Framing, Roofing, Mechanical, Drywall, Flooring, Painting,
Inspections and Close outs.
1.8 Project CM/PM Authorization
The Construction/Project manager Derek Cooksey is hereby authorized to oversee all
construction and project management services to negotiate for resource, mitigate all
responsibilities within the construct of the project, and to communicate with all contractors and
management, as required, as well as to ensure successful and timely completion of the project.
The Construction/Project Manager is responsible for developing the project plan, monitoring the
schedule, cost, and scope of the project during design, implementation, and maintaining control
over the project by measuring performance and taking corrective action.
This project charter summary statement authorizes that Arizona General Contracting &
Design Services LLC approves the new construction of the Clayton House Addition and all
general contracting services that are provided by that Arizona General Contracting & Design
Services LLC. The Clayton House Addition is to be built on hillside conditions and provided
with overlay and profile condition and site analysis. The home will be built with a postmodern
flat roof top and have, landscape, green materials and be provide with solar and a septic tank.
Project plans will be provided to all parties, such as: the Architects, engineers, designers, owner,
general contractors, and all subcontractors. All plans will be approved by the sponsor/owner to
determine if the project will begin. If approved, commitment to the project will be in compliance
with all contractual documents and contract obligations to the Clayton House Addition. The
project plans will include scope statement; schedule; cost estimate; budget; and provisions for
scope, resource, schedule, communications, quality, risk, procurement, and stakeholder
management as well as project control.

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2.0 Area of Study / Site Plan Analysis
2.1 Legal Descriptions
Property information:
Parcel APN: 176-14-431
Ownership listing: ING Bank FSB, Tucker, Clayton/Jennifer
Property Address: 10830 N. Pulve Ct Fountain Hills, AZ 85268
Lot Size: 80,360 sq/ft
Zoning: R1-43
MCR: 53301
Section: Township Range: 203 N 6 E
Subdivision: Crestview at Fountain Hills
Lot: 57
Local Jurisdiction: Fountain Hills
Elem. School District: Fountain Hills
High School: No High School
Tax Code Area: 982421
Property Data:
Construction Year: 2007
IMP. Quality Grade: Excellent
Sq/ft Living Space: 5,999
Ext. Walls: Frame/Stucco
Roof Type: Concrete Tile
Bath Fixtures: 22
Cooling: Refrigeration
Heating: yes
Physical Condition: Average
Covered Parking: 4 Spaces
Patios: 3
Patio Type: Covered
Pool: Yes
Land Scape: Natural
Valuation Data:
FCV: $903,500
LPV: $903,500
Legal Class Code: 3
Legal Class: Owner-Occupied Residential
Property Code: 0161
Property Use: Single Family

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2.2 County Map
Information taken from: Wikipedia
www.wikipedia.org/wiki/File:Fountain_Hills_in_Maricopa_County_map.png

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2.3 Township Map
Information taken from: Wikipedia

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2.4 Plat Map
Information taken from: www.fh.az.gov.SiteMaps, Fountain Hills Asser’s Office.

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2.5 Subdivision Map
Information taken from: www.fh.az.gov.SiteMaps, Fountain Hills Asser’s Office

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2.6 Topographic Map
Information taken from: www.googlemaps.com. Property elevation above sea level is
approximately 1,900 feet.

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2.7 Satellite Map/ Staging and Parking Area
Information taken from: www.googlemaps.com

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Construction Pad/Proposed site
Staging/Construction Parking Area

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Information taken from www.googlemaps.com, Revit Arch. 2012

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2.8 Home Market Prices
Information found at: www.trulia.com
The Ave. listing price for Crest View at Fountain Hills is listed at
$1’562’667, down -10.7% for the month of July. According to the County Assures
Office the Clayton home is listed at $903’500 which is down 30% from 2008.
2.9 Submittal Requirements
All proposed submittals will comply with all requirements according to the town of
Fountain Hills as well as all other planning, zoning or applications and permits required by state,
city or local agencies as directed.
2.10 Grading/Draining/Waste/ Water Plan
All the required preliminary documents will not be included in this set of documents. All
Plans will be prepared and submitted by a licensed and registered engineer as required by state,
city or local agencies.
560k 552k 540k 530k 520k 512k 500k
Ave Home prices
Jul 03'12
Jul 07'12
Jul 09'12
Jul 10'12
Jul17'12
Jul 20'12
Jul 24'12

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2.11 Solar Plans
All the required preliminary documents will not be included in this set of documents. All
requirements will comply with the Building Safety Department / Inspection Checklist (Based
MAG Building Codes Committee Standards) of Fountain Hills. All plans will be prepared and
summited by Sun Solar to all state, city or local agencies as required. A Solar Plans summation
and code compliance checklist will be found in Appendix A, Minimum Requirements Checklists.
2.12 Building Safety Plans
All the required preliminary documentation according to the town of Fountain Hills
Building Safety Division One-and-Two Family Residential Plan Review Checklist can be found
in Appendix B Fountain Hills Requirements.
2.13 Codes
All codes related to this document can be found in Appendix B, Minimum Requirements
Checklists and Appendix B, Codes and Town Ordinates. All code will comply with the 2006
edition of the International Residential Code (IRC).
2.14 Weather Plan
All weather delays will be mitigated with PMI standards in scheduling practices. All
possible weather conditions will be acknowledged and assessed for any risks that will hurt or
slow down project performance. All safety standards common with construction work in
Arizona regarding high temperatures, low temperatures, and precipitation of all kinds, high wind
conditions, dust, and humidity conditions will be enforced. Construction conditions affected by
adverse weather may include Mud conditions that results in project delays, mold or mildew
condition due to high moisture conditions, possible snow, ice or hail conditions that may require
clean up or removal will be enforce. Mitigation requirements may result in week end work
schedules in order to meet all contractual agreements and obligation to the client.

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2.15 Traffic Plan
This plan will assess all possible traffic congestion issues that may result in violation to
the zoning requirements by the town of Fountain Hills Development Services Department. All
construction equipment and vehicles will be stage in the staging area according to this proposal.
See Appendix C, Permits for the right of way encroachment permit and Appendix D, Maps for
the traffic map.
2.16 Parking/Staging Plan
All construction works, equipment and vehicles will comply with parking in the
appropriate parking and staging area as designated in this document. The parking and staging
area will be fenced in for security reasons to ensure for maximum safety to the client property
and adjacent property’s. All areas of construction will have proper signage, security lighting,
and fire protection and comply with all requirements of the town of Fountain Hills.
2.17 Budget Summary
Project budget cost for the Clayton House is estimated to be no more than $250’000. All
project cost associated with planning and development of this project will be paid for by
sponsor/owner. All cost and payments will be made based on phase completion to the Arizona
Building & General Contracting Services LLC. Arizona Building & General Contracting
Services LLC will then in turn provide payment to all subcontractors upon completion of
services provide and after inspection.
3.0 Date Acquisition & Organization
3.1 Research
All research will be done by the internet which can be seen on the work cited page of this
document and the text books, Construction Project Management – A Practical Guide to Field
Construction Management Fifth Edition, by S. Keoki Sears, Glenn A. Sears and Richard H.
Clough, 2008 by John Wiley & Sons, Inc. A Guide to the Project Management Body of

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Knowledge - (PMBOK Guide) – Project Management Institute (PMI) Global Standard, Fourth
Edition, 2008.
3.2 Sources
All sources can be seen on the work cited page.
3.3 Information Organization
All information in this document will be presented as organized and stated in the table of
contents. Any additional information not stated or presented in this document will be found in
the Appendix sections of this document.
4.0 Project Analysis
4.1 Project Schedule
Refer to Appendix D for project schedules.
4.2 Construction Schedule
Refer to Appendix D for Construction schedules.
4.3 Flow Charts
Refer to Appendix D for flow chart.
4.4 Take-Off’s
All take-offs in this document are based on the new floor plan change from the original
floor plan.
4.5 Overall Estimates
Refer to Appendix C for all estimates.
4.6 Martials cost
Refer to Appendix C for all estimates.

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4.7 Sustainability
In this document the term sustainability is used to represent recyclable, renewable
products, and energy reducing and enhancing materials. This does not mean that all materials
will be “green materials” or that the materials are reusable. Sustainability will be achieved
through energy savings. Here at AGCDS we encourage all of our customers to consider being as
energy aware as we are for achieving the maximum in returns on investments as possible.
4.8 Codes
All codes and town ordinances can be found in Appendix B, Fountain Hills
Requirements.
4.9 Contract Description
4.10 Weekly Reports
The purpose of weekly reports to ensure our clients that they are kept up to date with all
aspects and conditions of the project. This is to help maintain quality control. All weekly
reports will be submitted to the owner by the construction manager on every Friday on a weekly
basis. In addition to all weekly reports, ad - hoc meetings will be performed as required with
respect to all parties involved including all subs if there are any changes that may result in work
stoppage or delays. This will also help mitigate any delay to the overall schedule.
5.0 Methodology
5.1 Project Management/ Construction Managment
The purpose for project management in the development of the Clayton house addition is
to deliver the best possible outcome using PMI best standards and practices in relation to
construction management. It is the responsibility of the construction manager to coordinate all
phases of the project with all parties involved in the undertaking of physical, planning and
scheduling of the construction process. The construction manager will oversee the initiations
phase, planning phase, execution phase, monitoring and control phase and closing out the
project.

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In these duties it is required that the project and construction mangers supervising this
project to addresses the project requirement, concerns and expectations to the stakeholders,
clients and all other parties involved. To help prepare for this project it is necessary to define all
constrains to the project. This includes but is not limited to: Project scope, quality, scheduling,
budgets, resources and risks. All management and over site by AGCDS is based on the level of
scope or size of the project and budgetary requirement for this project. In this case the COO will
only be informed of phase completions and or delays or changes to the project. All other factors
are to be handled by the competent person in charge of all day to day operations.
5.2 Safety Management
The AGCDS safety management program is to provide the best in safety and healthy
working conditions to all AGCDS employees. At AGCDS we offer comprehensive safety
management services and tools necessary to manage, control, mitigate and eliminate all safety
threats to all parties involved. AGCDS has in house safety tanning programs, rules and
procedures for all AGCDS and non AGCDS employees as well as on the job training. We make
available personal protection equipment, first add equipment and fire suppression equipment that
is readily available to all AGCDS and non AGCDS employees on and off the job site.
5.3 Risk Management
The reason for having a risk management plan is to asses any or all possible factors that
might disrupt or delay the overall project. In this project we will cover, the project scope, cost,
schedule, communication, factors and assets plan to help in the mitigation for all risk factors to
the project. This proposal is a risk assessment as well as a feasibility study deliverable that will
give the client, GCs and subs and all financing parties a clear assessment of whether or not to
commit to this project. Methods include RBS, WBS, Impact Scales, Activity costs, Activity
Durations, Scope, Schedules, QA/QC, Documentation, Information Organization, and
Identification of risks, Quantitative and Qualitative Analysis ext.…

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5.4 SWOT
Internal Weaknesses Internal Strengths
 Labor Force
 Market
 Finance
 Executive Management
 Operations
 Design Services
 Project Management
 Safety Management
 Risk Management
Opportunity’s Threats
 Regional Contracts
 National Contracts
 Global Contracts
 Increase in Production
 Increase in Labor
 Increase Overall Profit
 Project Delays
 Costs Over-runs
 Payment Delays
 Safety Risks
 Change Orders
 Code Violations
5.5 WBS
Refer to Appendix D for project schedules.
5.6 Vendors
All vendors for this project will be approved prior to any or all purchases through any
vendor by the Client, GC and Subcontractors. All vendors will provide a materials list and cost
brake down documentation and issue recites for all purchases orders for this project. Any
changes to the purchases orders will be approved by the sponsor and AGCDS before any
purchases are made. A list of vendors will be provided to a parties and delivery schedules.

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5.7 Material Procurement
All construction materials will approved prior to any purchases or construction activities.
AGCDS will provide all general contracting services to this project. AGCDS will handle all
subcontractors, equipment, material and labor procurement. AGCDS will be responsible for the
approval of equipment, materials and labor that’s provided by all subcontractors prior to any
orders or construction actives being performed for this project.
5.8 Technology
The purpose foe this section is to provide our clients with a brief know age of the systems
in which we provide service for and to those we manage or employ services from. We use
technology such as scheduling software, accounting software, estimating software, design and
engineering software, collaboration software, and data storage software and equipment,
Computers, fax machines, telephones ext.
5.9 Communication
All communications will be handled by the construction manager. Communication will
be delivered by phone, email, written reports in person and set weekly meetings.
5.10 Delivery Methods
Delivery of all commination will be by the internet/computer methods, by phone calls, in
person or by mail.
5.11 Exit Strategy’s

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Appendix A
Contract Example

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Appendix B
Fountain Hills Requirements

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Appendix C
Estimates

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Appendix D
Schedules

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Appendix E
Maps

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Work Cited:
Project Charter Template
www.ProjectManagementDocs.com
Construction Business Plan Fosse Commercial Contractors
www.bplans.com
Maricopa County Asser’s Office
www.maricopa.gov/assessor/
Fountain hills Asser’s Office
www.fh.az.gov.SiteMaps
Wikipedia
Google Maps
www.goolgemaps.com
Trulia.com
www.trulia.com/real_estate/Fountain_Hills-Arizona/
Means Cost Works
www.meanscostworks.com

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