1. Productivity and Innovation Fund Research Grant Elizabeth Krische December 2013 Best-Value Business Model

2. Personal History Background: When did you hear about Best-Value? What happened: You took some of the ideas and tested You saw the results that were presented Where are we at now Applied for a grant a few months ago Got accepted!!! Need to hurry!!!

3. Partner Institutions The University of Western Ontario The University of Waterloo Queens University Wilfrid Laurier University The University of Ottawa

4. Partnership With ASU Worldwide experts in best-value procurement 19 years of application on 1,500+ projects ASU will guide us, train us, and mentor us ASU will: Provide education and training Provide 12 days of on-site training (centralized and individual university). Educate key personnel within the institutions as well as vendors. Assist with preparing critical documents (Advertisement, RFP, Evaluation) Assist with making modifications based on policies and regulations Assist the participating universities to develop a strategic plan

5. Executive Summary The proposed project will educate, train and support the Procurement Offices in the five participating institutions on an innovative procurement and project management approach, known as the Best Value Business Model (BVBM). The goal of the project is to provide the Ontario Universities with a new technique for conducting Request for Proposals (RFP) by conducting up to two collaborative projects, available for all universities in Ontario, as well as two or three projects at each of the participating institutions. Lessons learned from all of these projects will be compiled into a training program for other non-participating universities across Ontario.

6. Schedule EVENTDATE Notification of AwardEarly Fall 2013 Centralized trainingNovember 30, 2013 ASU Training at each participating universityJanuary 15, 2014 Status Report for MTCUJanuary 15, 2014 RFP’s posted for specific institutional projectsJanuary 30, 2014 RFP’s posted for the Collaborative Team ProjectsMarch 31, 2014 Legal review of new RFP templatesMarch 31, 2014 Engagement of External AuditorsMarch 31, 2014 Final Payments to all ParticipantsMarch 31, 2014 Compilation of Lessons LearnedBefore May 2014 Training Program for non-Participating universitiesBefore May 2014 Begin knowledge transfer to non-participating universitiesMay 8, 2014 RFP’s awarded for specific institutional projectsMay 15, 2014 RFP(s) awarded for Collaborative Team ProjectsJune 15, 2014 Auditors Report on ComplianceJune 27, 2014 Final Report SubmissionJune 30, 2014 Centre of Knowledge continual educationOn Going

7. Center of Knowledge The five institutions will develop/become a Center of Knowledge. By becoming a Centre of Knowledge for the Best Value Business Model (BVBM), Ontario Universities will not only be following best practices but will also be able to drive savings and vendor performance. The objective being a knowledge transfer, based on lessons learned, with the nonparticipating institutions across Ontario. By sharing the BVBM with all other nonparticipating Ontario Universities, the concepts can become entrenched in the Ontario University sector and region.