Introductions

Brian LinesArizona State University

December 2013

Introductions• Your Name• Your Organization• Your Position

• What do you hope to learn? (please be specific)

• Common challenges & frustrations?

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About PBSRG

• Team of Researchers and Educators within Arizona State University– Ira A. Fulton Schools of Engineering– School of Sustainable Engineering & the

Built Environment

• We are the worldwide leaders in Best-Value delivery

• We provide organizations with education, processes, and tools for:– Alternative procurement strategies– Structured pre-planning practices– Risk management & project

management – Performance measurement systems

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PBSRG’s Research Results• Worldwide as a leader in Best-Value Systems

19 Years 210+ Publications 550+ Presentations 1600+ Projects $6+ Billion Services & Construction 98% Customer Satisfaction Various Awards (PMI, NIGP, IFMA, COAA, IPMA) Clients: Federal, State, Local, School Districts, Private

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InformationTechnologynetworkingdata centershardwareCOTS softwareERP systems

help desk serviceseProcurement

FacilityManagementmaintenancelandscapingsecurity servicebuilding systemsindustrial movingwaste managementenergy management

custodialconveyancepest control

Health Insurance/Medical Services

Manufacturing

Business /Municipal /University Servicesdiningmulti-media rightsfitness equipmentonline educationdocument managementproperty managementaudiovisualcommunications systemsemergency response systemslaundry

material recyclingbookstoresfurniture

Construction /Design /Engineeringlarge gcinfrastructuremunicipallaboratoryeducationhospitalfinanciallarge specialty

small gcrenovationrepairmaintenanceroofingdemolitiondevelopmentsupply chain

DBBCMARDBIDIQJOCLow BidIPD

Health Insurance/Medical Services

International Efforts & Partners

Fulbright Scholarship-University of BotswanaBV tests

RMIT

Tongji University

6+ yearsInfrastructure€1.8B plus €1B

BrunsfieldComplete Supply Chain

United States 65

clients

Univ. of Manitob

a

Dalhousie

Univ.

Univ. of

Alberta

Simon Fraser Univ.

Alberta Infrastructu

reOntario

University Consortium

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1. Minimize Cost (by becoming more efficient)

2. Become more efficient in three ways:

– Hire people who know what they are doing

– Pre-plan before the contract is signed

– Measure for positive accountability

3. Teach the thinking, concepts, tools, and processes to organizations

Our Goals in Value-Based Project Delivery

Owners’ Goals (typical)

• Be able to get what you paid for and be able to prove it – Demonstrate VALUE!

• Enhance pre-planning and performance measurement techniques

• Add Best Value as another tool in your toolbox

• Have higher levels of accountability / breakdown organizational silos

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Professionals’ Goals (typical)

• Increase capability to differentiate yourself during the proposal process

–Risk & Value concepts within proposals

– Interviewing Strategies

• Pre-Planning Methodologies

• Performance Metrics

–Documentation Systems & PPI

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How Partners work with us• Desire to test BV concepts within their organization

• Form a Strategic Partnership with our group– Strategic Plan, Contract, education efforts, etc.

• Identify/self-identify champion(s) of pilot / core group– Ensure proper executive level support

• Choose a test project or projects– Project team, needs, baseline metrics, etc.

• Initial Efforts & First project(s)– Strategic Plan w/ metrics– Step-by-step assistance, educate heavily all along the way, support all

aspects of the project, etc. etc.

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A Note on Terminology…• Owner / Client– The buyer, purchaser, receiver of services– Includes:• Procurement• Operations & Management

• Vendor– The “doers”… interchangeable– Could be… professionals/architects/engineers,

suppliers, contractors, etc

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Perspective

Increasing organizational efficiency is our primary strategic objective

(you want better projects, not just improvement on a single effort)

But first, it all starts with a single project

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Agenda – Day 1

• Information Measurement Theory & Industry Structure

• Best Value Process Overview

• Selection Phase (procurement)– Proposals: Project Capability, Risk

Assessment and Value Added– Past Performance Information– Evaluation Procedures– Interviews, Prioritization, & Cost Check

• Pre-Planning & Clarification Phase (contract award)

• Open Discussion (any Day 2 requests???)

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Agenda – Day 2

• Post Award Functions (project delivery)–Weekly Risk Reporting– Director’s Report

• Best Value Implementation (getting started)

• Case Studies– Open to requests!!!

Seminar Take Aways• Comfortable with Best Value RFP Language• How to incorporate Risk & Value into your proposals• Interviewing Strategies• How Evaluations are conducted• How to gather performance information• Pre-Planning procedures– How to align expectations– How to run planning meetings

• Tools for Tracking Project Risks

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Comments / Questions

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