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Starting Smart: Key Practices for Developing Scopes of Work for Facility Projects (2003)

Chapter: Appendix B: Structured Interview Instrument

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Suggested Citation:"Appendix B: Structured Interview Instrument." National Research Council. 2003. Starting Smart: Key Practices for Developing Scopes of Work for Facility Projects. Washington, DC: The National Academies Press. doi: 10.17226/10870.
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Page 56
Suggested Citation:"Appendix B: Structured Interview Instrument." National Research Council. 2003. Starting Smart: Key Practices for Developing Scopes of Work for Facility Projects. Washington, DC: The National Academies Press. doi: 10.17226/10870.
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Page 57

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B Structured Interview Instrument Date and time: Background information: Name - Position - Address - Telephone/e-mail Experience, years total / years at current organization What is the approximate yearly capital budget for your organization? How many projects? Types of projects? Breakdown of new construction vs. maintenance/repair projects? Stakeholder Identification Process: Does your organization have a process for stakeholder identification? Does your organization measure the effectiveness of the stakeholder identification process? How? Describe your stakeholder identification process. Who is typically included in your project team? How is this process influenced/limited by federal agency planning, programming, and budgeting processes? Preproject Planning Process: Does your organization have a process for preproject planning? Does your organization measure PPP usage process metrics? Does your organization measure project performance? How do you know when you have succeeded in defining the project scope (from a program perspective)? Describe your PPP process. At what point in the process does it become a "project", have a Project Manager assigned, etc.? 56

APPENDIX B 57 At what point in the process do you develop the scope of design services? Do you have a standard scope of design services? What are its strong points? In what areas should it be improved? At what point in the process do you award the design (or design-build) contract? How frequently does the delivered facility match the approved scope? What process is in place to ensure this occurs? How do you fund planning activities? How much is typically spent on planning (percentage of Total Installed Cost)? Howis this planning process influenced/limited by federal agency planning, programming, and budgeting pro- cesses? Acquisition Strategy Process: Does your organization have a process for acquisition strategy? What are your limitations with respect to acquisition alternatives? Does your organization measure the effectiveness of the acquisition strategy process? How? Describe your acquisition strategy process. How does your acquisition strategy process influence your stakeholder identification and preproject planning processes? Howis this process influenced/limited by federal agency planning, programming, and budgeting processes? Best practices: Does your organization do anything unique in planning, stakeholder identification/input, or acquisition strategy that you would consider a best practice? What do you consider the most important components of your organization' s planning, stakeholder identification, and acquisition strategy processes? What do you think could be improved in your planning, stakeholder identification, and acquisition strategy processes? Do you conduct training into the details of your PPP process and planning techniques? Does your agency measure/estimate the benefit/cost ratio (with respect to cost and/or schedule savings) of these processes? What guidance would you give to this study to improve facilities planning in the U.S. Federal Government? Thank you very much for your time!

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Although most federal facilities projects are successfully completed (i.e., they reasonably meet the agency's requirements and expectations), the perception is that development of the scope of work for design for these projects is challenging and in some cases poorly performed. Based on this perception, a study was commissioned by the Federal Facilities Council (FFC) of the National Research Council to identify the elements that should be included in a scope of work for design to help ensure that the resulting facility is one that supports the fulfillment of a federal agency's program or mission. Its objectives also included identifying key practices for developing effective scopes of work for design involving new construction or major renovation projects and identifying key practices for matching the scope of work with the acquisition strategy, given a range of project delivery systems and contract methods.

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