www.naepnet.org. facilities institute july 9 - 12, 2012 houston, texas assembling your team project...
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www.NAEPnet.org
Facilities InstituteJuly 9 - 12, 2012Houston, Texas
Assembling Your Team
• Project Type• Project Delivery Method• Team Member Roles• Crafting the RFQ/P• Determining the Short List• Conducting Interviews• Finalizing the Selection• Team Partnering
Facilities InstituteJuly 9 - 12, 2012Houston, Texas
Assembling Your Team
Project Type
• What is your project• Where is your project• What is your timing• What is your budget• Who are your end users / stakeholders
Facilities InstituteJuly 9 - 12, 2012Houston, Texas
Assembling Your Team
Project Delivery Method
• Delivery methods: CSP, DB, [email protected]???
• Project type = delivery method
• Project management experience = delivery method
• Project location = delivery method
• Budget = delivery method
• Complexity of project = delivery method
• Speed of Project Delivery = delivery method
• Add em all up....and you should have a good delivery method
Facilities InstituteJuly 9 - 12, 2012Houston, Texas
Assembling Your Team
Team Member Roles
• Owner
• PM - Full team...or Staff Augmentation
• A/E – consultants...services...
• Contractor - GC...CM...
• Other Consultants / Needso FF&Eo Testingo Specialty
Facilities InstituteJuly 9 - 12, 2012Houston, Texas
Assembling Your Team
Crafting the RFQ/P
• Selection committee needs to be involved throughout entire process
• Selection committee should be a mix of: procurement, PM’s in charge of project, other PM’s and end users
• Determine order of issuance – PM, A/E, CM or other• Determine information needs to be included - Know what you
can ask for – follow State Regulations and Institutional Policy• Determine what information is valuable vs. required• Cross reference RFQ/P’s between team members – make sure
A/E and CM include the same information• RFQ/P criteria needs to correspond with scoring criteria
Facilities InstituteJuly 9 - 12, 2012Houston, Texas
Assembling Your Team
Determining the Short List
• Need team crafting RFQ/P to be part of review team
• Develop scoring criteria that is based on RFQ/P criteria
• Determine how many to short list and interview
• Each team member score responses...then assign a ranking based on score
• Use RANKING for short list – not scoring...this takes extremes out of the mix
Facilities InstituteJuly 9 - 12, 2012Houston, Texas
Assembling Your Team
Conducting Interviews
• Chemistry is big – try and give yourself as much time as possible to interview teams
• Selection team should be a part of the interview • Make sure it is very clear who you want in the interview – no BD or
folks not working on the project• Develop the interview criteria...then create scoring criteria that
matches• Try and create an atmosphere that resembles typical meeting
scenario• Similar to RFQ/P, score and rank interviews• Take a look at chemistry amongst teams being interviewed...are
they working well together
Facilities InstituteJuly 9 - 12, 2012Houston, Texas
Assembling Your Team
Finalizing the Selection
• Determine weights of RFQ/P vs. Interview rankings
• Combine rankings of RFQ/P and Interview
• Discuss, discuss, discuss – you are going to spend a lot of time with the team...make sure you give due credence to the chemistry, so ask one question:o Can we work with this group for the duration of the
project?
Facilities InstituteJuly 9 - 12, 2012Houston, Texas
Assembling Your Team
Team Partnering Session
• Recommend Owner’s team have a pre-partnering session to ensure on same page before interacting with consultants
• Recommend once team selections have been finalized• Utilize professional Partnering facilitator• Good time to put Owner, end user and project goals on the
table• Develop meeting guidelines and other “partnering” type
issues in a collaborative manner...then include in all meetings• Outcome of session should include measurable goals that
can be addressed periodically during the life of the project.