Practices for Developing Transparent Best Value Selection Procedures (2015)

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52 APPENDIX A National Survey Questionnaire DEFINITIONS Best Value Procurement: A procurement process where price and other key factors are considered in the evaluation and selection process to minimize impacts and enhance the long-term performance and value of construction. Design-bid-build (D-B-B): A project delivery method where the design is completed before the construction contract is advertised. Design-build (D-B): A project delivery method where both the design and the construction of the project are simulta- neously awarded to a single entity. Construction manager/general contractor (CM/GC or CM-at-Risk): A project delivery method where an agency engages a construction manager during the design process to provide input on scheduling, pricing, phasing, and other input that helps design a more constructible project. The agency and the construction manager then agree upon a price for the construction of the project and execute a con- struction contract or the project can be put out to the market for competitive procurement. Job Order Contracting (JOC): A procurement procedure in which the owner awards a contract that provides for an indefinite quantity of design, construction, and/or mainte- nance services for a specified duration of time. Best Value Evaluation Criteria: Factors, other than price, that are considered in best value procurements. Best Value Evaluation Rating System: Process to assess evaluation criteria against which the proposal can be measured.

53 QUESTIONNARE 1. Responding Agency Information Agency: ........................................................ Name: ........................................................... Title: ............................................................. Office/Bureau: .............................................. Phone: ........................................................... e-mail: ........................................................... 2. Is your agency currently implementing or considering best value procurements?  Yes, currently implementing best value procurements  Yes, currently considering best value procurements  No, click here to complete the questionnaire 3. What group/section do you work in?  Design group/section  Construction group/section  Operations group/section  Alternative project delivery group/section  Contracts/procurement group/section  Other, please specify: …………………………………………… 4. Is your agency currently implementing or considering best value selection on the following project delivery methods? Delivery Method Best Value Application D-B-B  Yes  No D-B  Yes  No  D-B is not currently used by agency

54 CM/GC or CM-at-Risk  Yes  No  CM/GC is not currently used by agency Job Order Contracting  Yes  No  Job order contracting is not currently used by agency  Other relevant delivery methods, please specify: …………………………… 5. If the answer to Question 4 is “No” for any project delivery methods, complete the following table for each respective delivery method with a “No” answer. Delivery Method Best Value Application D-B-B  Traditional procurement methods are adequate  Legal or regulatory prohibitions against some methods  Agency expertise not available  Lack of staffing to oversee best value selection  Not currently in use, but could be applied in the future  Other, please specify: D-B  Traditional procurement methods are adequate  Legal or regulatory prohibitions against some methods  Agency expertise not available  Lack of staffing to oversee best value selection  Not currently in use, but could be applied in the future  Other, please specify: CM/GC or CM-at-Risk  Traditional procurement methods are adequate  Legal or regulatory prohibitions against some methods  Agency expertise not available  Lack of staffing to oversee best value selection  Not currently in use, but could be applied in the future  Other, please specify:

55 Job Order Contracting  Traditional procurement methods are adequate  Legal or regulatory prohibitions against some methods  Agency expertise not available  Lack of staffing to oversee best value selection  Not currently in use, but could be applied in the future  Other, please specify: 6. In approximately what year did your agency begin using best value procurement? 7. Approximately what percentage of your average annual construction program, in terms of number of projects, is awarded using best value?  <1%  1%–5%  5%–10%  10%–20%  >20%  Other, please specify the number of best value projects your agency has awarded: ……………………………. 8. Which statement(s) best describe your industry outreach efforts with best value procurement?  Our agency did not solicit industry input into our best value procurement procedures.  Our agency worked with industry to develop our best value procurement procedures.  Our agency regularly meets with industry representatives to evaluate our best value procurement procedures.  Industry representatives participate in best value selection committees.  Other, please specify: …………………………………………… 9. Most commonly, how does your agency convey evaluation criteria and weight in solicitations?  Solicitations do not convey evaluation criteria weight  Solicitations convey evaluation criteria in order of importance

56  Solicitations convey point range for evaluation criteria  Other, please specify: …………………………………………… 10. Does your agency interview proposers as part the selection process?  Interviews are always conducted  Interviews are included in selected best value procurements  Interviews are never conducted  Other, please specify: …………………………………………… 11. Are stipends provided to unsuccessful proposers on best value procurements?  Stipends are provided on all best value procurements  Stipends are provided on selected best value procurements  Stipends are not provided  Other, please specify: …………………………………………… 12. How does your agency conduct debriefing for unsuccessful proposers (check all that apply)?  Proposers receive a written debriefing  Proposers receive an oral debriefing  Proposers are allowed to review the winning proposals  Proposers do not receive a debriefing  Other, please specify: …………………………………………… 13. Do your best value evaluation committees include personnel who are not agency employees?  Yes  No If “Yes,” please describe the title and role of these personnel. 14. Does your agency provide training for evaluation committees on best value procurement selection?  General training is provided to agency personnel  Project-specific training for every project

57  Project-specific training for some projects  Training is not provided by the agency  Other, please specify: …………………………………………… 15. Does your agency have state legislation and regulation for best value procurements?  Yes  No If “Yes,” can you provide a web link to the legislation? 16. Have you ever had a protest on a best value selection?  Yes  No If “Yes,” can you provide a brief description of the nature of the protest(s) and resolution? 17. Would you be willing to discuss your best value process with the research team in a structured interview?  Yes  No If “No,” can you refer us to someone else in your agency? Contact name: Phone number: E-mail address: 18. Do you have any other information that you would like to share with the research team that might add value to this study?  Yes Please use this space to add information  No Click here to complete the questionnaire