Introductions Brian Lines Arizona State University December 2013

Introductions Your Name Your Organization Your Position What do you hope to learn? (please be specific) Common challenges & frustrations? 2

3 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

4 PBSRG’s Research Results Worldwide as a leader in Best-Value Systems  19 Years  210+ Publications  550+ Presentations  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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InformationTechnology networking data centers hardware COTS software ERP systems help desk services eProcurement FacilityManagement maintenancelandscaping security service building systems industrial moving waste management energy management custodialconveyance pest control Health Insurance/ Medical Services Manufacturing Business / Municipal / University Services dining multi-media rights fitness equipment online education document management property management audiovisual communications systems emergency response systems laundry material recycling bookstoresfurniture Construction / Design / Engineering large gc infrastructuremunicipallaboratoryeducationhospitalfinancial large specialty small gc renovationrepairmaintenanceroofingdemolitiondevelopment supply chain DBBCMARDBIDIQJOC Low Bid IPD Health Insurance/ Medical Services

International Efforts & Partners Fulbright Scholarship- University of Botswana BV tests RMIT Tongji University 6+ years Infrastructure €1.8B plus €1B Brunsfield Complete Supply Chain United States 65 clients Univ. of Manitoba Dalhousie Univ. Univ. of Alberta Simon Fraser Univ. Alberta Infrastructure Ontario University Consortium

8 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 9

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 10

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. 11

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 12

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 13

14 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???)

15 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 16

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