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?
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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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Information
Technology
networking
help desk services
data centers
eProcurement
hardware
COTS software
ERP systems
Facility
Management
maintenance
custodial
landscaping
conveyance
security service pest control
building systems
industrial moving
waste management
energy management
Health Insurance/
Medical Services
Manufacturing
Business / Municipal /
University Services
Construction / Design /
Engineering
material recycling
dining
bookstores
multi-media rights
furniture
fitness equipment
online education
document management
property management
audiovisual
communications systems
emergency response systems
laundry
large gc
infrastructure
municipal
laboratory
education
hospital
financial
large specialty
small gc
renovation
repair
maintenance
roofing
demolition
development
supply chain
DBB
CMAR
DB
IDIQ
JOC
Low Bid
IPD
International Efforts & Partners
Univ. of
Alberta
Alberta
Infrastructure
Simon
Fraser
Univ.
United States
65 clients
Univ. of
Manitoba
Ontario
University
Consortium
6+ years
Infrastructure
€1.8B plus €1B
Dalhousie
Univ.
Tongji University
Brunsfield
Complete Supply Chain
Fulbright ScholarshipUniversity of Botswana
BV tests
RMIT
Our Goals in Value-Based
Project Delivery
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
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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!!!
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Seminar Take Aways
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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
WWW.PBSRG.COM