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NAEPnet

www.NAEPnet.org. 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. Assembling Your Team. Project Type. What is your project Where is your project

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NAEPnet

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  1. www.NAEPnet.org

  2. 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

  3. 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

  4. Assembling Your Team Project Delivery Method Delivery methods: CSP, DB, CM@R...IDP??? 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

  5. Assembling Your Team Team Member Roles Owner PM - Full team...or Staff Augmentation A/E – consultants...services... Contractor - GC...CM... Other Consultants / Needs • FF&E • Testing • Specialty

  6. 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

  7. 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

  8. 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

  9. 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: • Can we work with this group for the duration of the project?

  10. 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.

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