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FBI Quantico JOC PreIndustry Day Pres - April 2022 04012022.pptx
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April 1, 2022, 10:14 a.m.
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FBI Complex, Quantico VA
Job Order Contract (JOC)
Pre-Solicitation / Seed Project site visit
April 5, 2022
Pre-Solicitation / Site Visit Agenda
JOC Overview
The Contract Documents
Contract Specifics
Understanding the Construction Task Catalog® (CTC)
Calculating the Adjustment Factors
Completing Price Proposal Sheet – Adjustment Factors
Considerations
Review of Key Points
Offer Submission
JOC Overview
Indefinite delivery/indefinite quantity process (IDIQ)
Enable contractors to complete a substantial number of individual projects with a single bid
Tasks based on competitively-bid, preset prices
Saves time and money
Provides transparency and auditability
Definition
Value
JOC Overview: Umbrella Contract
JOC Overview: Why JOC Works For Contractors
Quality work is rewarded with more work
Profit is a function of volume
Volume is driven by performance
JOC provides a steady flow of work
Win a higher percentage of proposed projects
Easier process for project proposals
Long-term relationship with FBI
Good work is rewarded with more work
Develop partnership with ASRC
Ability to leverage Subcontractor and Supplier relationships
Ability to sell value, not just compete to be the lowest price
JOC Overview: Why JOC Works For Contractors
Reduced Risk
Fixed prices
No negotiations
Payment for every element of work performed
Ability to provide input during scope development
Eliminates quibbling over change orders
Reduced chance of claims
Larger presence and enhanced reputation in the local community
JOC Overview: Why JOC Works For FBI
A Fixed Priced, Fast Track Procurement Process
Job Orders are Lump Sum
The Ability to Accomplish a Substantial Number of Individual Projects with a Single Competitively Bid Contract
Contractor Has A Continuing Financial Incentive To Provide
Responsive Services
Accurate Proposals
Quality Work on Time
Timely Close Out
Future Purchase Orders Tied to Contractor Performance
No Obligation To Award Specific Projects
FBI can Use All Other Methods For Accomplishing Projects
JOC Overview: Why JOC Works For Facility Owners
Increases use of local subcontracting businesses
The absence of pre-established quantities inhibits trade staffing by the prime contractor.
Responsiveness requires the prime to use multiple local subcontractors.
No bonding requirement for the sub, faster payment, and less red tape, thereby expanding business opportunities for small businesses
FBI reviews and approves all Subcontractors prior to issuing Job Orders
Increases Transparency
FBI Has the Ability to See and Review the Back-Up Pricing Details
Schedule Flexibility
No Shelf Life for Prices or Job Orders
Fast procurement cycle is good for end of fiscal year projects
JOC Overview: The JOC Process
The Contract Documents
The Request for Proposal
The Construction Task Catalog®
The Technical Specifications
The Solicitation Documents
The Request for Proposal
Price Proposal Sheets (Adjustment Factors)
Qualification Statement
Department of Labor Wage Rates – Wages determined on Fairfax, VA vicinity
Representations, Certifications, and Acknowledgements
General Terms and Conditions
JOC Procedure for Ordering Work
FAR – Agency Terms and Conditions
Form of Subcontract
The Contract Documents
The Construction Task Catalog®
Catalog of Pre-Priced Construction Tasks
Organized by Construction Specifications Institute (CSI)
Based on Local Labor, Material & Equipment Costs
The tasks represent the “Scope of Work” for the contract
The Contract Documents:
Construction Task Catalog®
The Contract Documents
The Construction Task Catalog®
Contractor must review and understand “Using the Construction Task Catalog®”
Rules of the game
Make sure you get paid for all appropriate tasks
Pages 00 – 1 to 00-6 of the CTC
Understanding the General Rules of the Construction Task Catalog®:
Unit Prices are for Complete and In-Place Construction
Unit Prices Include Labor, Material and Equipment. Do Not Add Labor to Repointing Task.
Unit Prices Include the Cost of Delivery to Project Site, Unloading, Storage and Handling. Delivery Height is up to 2 Stories
Unit Prices Include Testing, Calibration, Balancing Etc. for New Work
Unit Prices Include all Fasteners, Bolts, Anchors, Adhesives Etc. For New Work
Unit Prices for Tasks Such as Windows, Doors, Frames, Countertops Etc. Include Sealant and Caulk
The Contract Documents:
Construction Task Catalog®
Understanding the General Rules of the Construction Task Catalog®:
Demo Price Includes Loading into Truck or Dumpster.
If Item Demolished as Part of Different Task, It will Not be Paid for Separately
Contractor Paid for Installed Quantities Only. Waste is Included in Unit Price
Assembly Prices take Precedence over Component Pricing
14’ Working Height for All Work Except Masonry
4’ Working Height for Masonry
Dumpsters are a Separate Task
The Contract Documents:
Construction Task Catalog®
Understanding the General Rules of the Construction Task Catalog®: Contractors Never Get Paid Separately For the Following
Moving and Returning Furniture. For Example, Moving Classroom Furniture to Paint
Labor for Protecting Work in Place. For Example, a Laborer to Stay After a Concrete Pour
Minor Barricades and Signage
Portable Toilet, Field Office, Field Office Equipment for Contractor’s Use
Layout, Site Engineering for the Work Itself
The Contract Documents:
Construction Task Catalog®
The Contract Documents: Non Pre-Priced Tasks
Non-Pre-Price Task is an exception, need to know the CTC
Contractor must have permission from FBI to use Non-Pre-price Task prior to submission
Three (3) Quotes on vendors’ or subcontractors’ letterhead
Justification for less than three (3) Quotes
Contractor is paid the amount in the following formula:
Total Cost of Non-Pre-Priced Task X Non-Pre-Priced Adjustment Factor
The Contract Documents
The Technical Specifications
Specifies Quality of Materials and Workmanship
Corresponds with Tasks in the Construction Task Catalog®
Contract Specifics
At this time, FBI Cannot:
Identify or Commit to any Specific Project or Location
Identify or Commit to any Specific CTC Tasks or Quantities
Contract Specifics Include:
Work Includes Miscellaneous General Construction Located FBI Complex, Quantico, VA.
Bid Guarantee Bond = $25,000
Base Term – 1 Year
Potential of Four (4) Additional Terms of One-Year each
Estimated Annual Value is $7,500,000 with an estimated escalation of 7% per option year
Primary teaming agreements with sub-contractors for the following disciplines will be given a favorable rating: Electrical, Plumbing, Mechanical, and HVAC.
Contract Specifics: Price (Adjustment Factors)
Contract Specifics: Price (Adjustment Factors)
Performance and Payment Bond
Separate Bond Required in the Amount of $1,000,000
Cost of Payment and Performance Bond(s) to be Included in the Adjustment Factors
Payment bonds should cover the total annual amount of the base year and each option year for the life of the contract IAW FAR Part 28.102
Differing Site Conditions or Changes in Scope
Priced from Construction Task Catalog®
Supplemental Job Order
No Negotiated Change Orders
Contract Specifics
Contract Specifics: Contractor License Fee
Access to Gordian’s JOC Management Software, Construction Task Catalog®, other proprietary materials
Most advanced technology and data in the marketplace.
Paperless
Efficient
Tasks and prices input directly no fishing through old files and estimating books for costs
JOC process training
Software training
Software support: 8AM to 8PM EST Monday - Friday
Included in the Contractor’s Adjustment Factor
Consider as an Overhead cost
1.95% of Job Order Price
Calculating the Adjustment Factors: Method to Calculate
Use Historical Project Data
Select a Completed Project
You Know Scope and Direct Costs
Price Project From CTC
Add on Overhead and Profit
Calculate the Adjustment Factor
Calculating the Adjustment Factors: Sample Project: Detailed Scope of Work
Interior Renovation
Doors and Hardware
Replace 12 interior doors, hinges and hardware
Doors shall be 3x7, solid core wood doors
Grade 2 locksets with knobs
Replace 2 push bar exist devices and door closers on exit doors
Interior Lighting
Replace all lay-in troffer fixtures on first and second floors. 48 in total
Replace 4 exit fixtures
Replace 12 industrial fixtures in shop area
Plumbing Fixtures
Replace 8 bathroom sinks, 8 faucets, and 8 toilets in men’s and women’s bathroom in admin building and shop area
Replace 4 water fountains
Replace Boiler
Demo existing boiler and as much piping and venting to accommodate new boiler. Install a new 1028 mbh oil fired cast iron boiler. No access for packaged boiler. Must field assemble sections. Provide new piping as required.
Adjustment Factor for Normal Working Hours Applies
Calculating the Adjustment Factors: Sample Project: Price Proposal
Calculating the Adjustment Factors: Sample Price: CTC vs. Quote
Direct Cost of Work from Quotes or Estimates
Replace Boiler $ 33,055.73
Doors/Hardware $ 8,282.09
Lighting $ 13,119.77
Plumbing $ 11,886.53
TOTAL = $ 66,344.12
Replace Boiler $ 34,500.00
Doors/Hardware $ 7,250.00
Lighting $ 12,750.00
Plumbing $ 10,500.00
TOTAL = $ 65,000.00
Direct Cost of Work from CTC
Calculating the Adjustment Factors: Sample Price: Putting it all together
A. Direct Cost of Work from Quotes $65,000.00
B. Overhead 10%* $ 6,500.00
C. Subtotal (Cost & O/H) $71,500.00
D. Profit 10%* $ 7,150.00
E. Subtotal (Cost & O/H & Profit) $78,650.00
F. Price From CTC $66,344.12
Adjustment Factor (= E / F) = 1.1855
*Sample Only. Contractor to determine O/H & Profit. Prepare this calculation for more than one sample project.
Completing the Price Proposal Sheet
*SAMPLE ONLY
1 1 8 5 5
1 2 3 2 5
1 1 3 5 0
0 4 7 4 2
0 1 2 3 3
0 1 1 3 5
1 2 1 8 6
1 2 2 7 5
1 2 6 5 0
1 2 7 2 5
1 3 1 0 0
0 1 2 2 8
0 1 2 6 5
0 1 2 7 3
0 1 3 1 0
Considerations
Considerations
Contractors Should Expect To
Prepare Incidental Drawings or Sketches for Some Projects
Justify Quantity Calculations
Explain Detail of Work
Prepare Proposals for Some Projects That Might be Canceled
Margins on CTC Tasks Vary
Some Projects are More Profitable than Others
Maintain a Fully Functioning Local Office, including a Trailer onsite for Superintendent & Project Manager - PRIME CONTRACTOR MUST BE WITHIN A 60 MILE RADIUS OF FBI COMPLEX, QUANTICO, VIRGINIA WITH AN ALREADY ESTABLISHED OFFICE/PRESENCE FOR A MINIMUM OF ONE (1) YEAR
Hold Required Licenses
Importance of Contractor’s Adjustment Factors
Determines Lowest Price AND
Used to Price Individual Job Orders
Price Proposal Total Becomes the Lump Sum Job Order Price
Considerations
Risks of Low Adjustment Factors
Leads to Arguments in Proposal Review
Unsupportable Tasks
Exaggerated Quantities
Leads to Delays in Job Order Development
Takes Longer to Review Proposals
Creates an Adversarial Relationship
Reduced Volume of Work
Will Shorten Contract
Lost Profitability
No Second Chance to Improve your Margin
Bid Considerations
Review of Key Points
Focus on Total Potential Value of Contract
Evaluate Construction Task Catalog®
Analyze Unit Prices
Know the General Guidelines for Using the CTC
Contractor Performance Drives Volume
Ability to Market Program and Services
Responsive Service
Accurate Proposals
Safe and Clean Project Sites
High Quality Construction
On-Time Completion
On Time Close Out
Job Order Contract (JOC)
Pre-Solicitation / Seed Project site visit
April 5, 2022
Pre-Solicitation / Site Visit Agenda
JOC Overview
The Contract Documents
Contract Specifics
Understanding the Construction Task Catalog® (CTC)
Calculating the Adjustment Factors
Completing Price Proposal Sheet – Adjustment Factors
Considerations
Review of Key Points
Offer Submission
JOC Overview
Indefinite delivery/indefinite quantity process (IDIQ)
Enable contractors to complete a substantial number of individual projects with a single bid
Tasks based on competitively-bid, preset prices
Saves time and money
Provides transparency and auditability
Definition
Value
JOC Overview: Umbrella Contract
JOC Overview: Why JOC Works For Contractors
Quality work is rewarded with more work
Profit is a function of volume
Volume is driven by performance
JOC provides a steady flow of work
Win a higher percentage of proposed projects
Easier process for project proposals
Long-term relationship with FBI
Good work is rewarded with more work
Develop partnership with ASRC
Ability to leverage Subcontractor and Supplier relationships
Ability to sell value, not just compete to be the lowest price
JOC Overview: Why JOC Works For Contractors
Reduced Risk
Fixed prices
No negotiations
Payment for every element of work performed
Ability to provide input during scope development
Eliminates quibbling over change orders
Reduced chance of claims
Larger presence and enhanced reputation in the local community
JOC Overview: Why JOC Works For FBI
A Fixed Priced, Fast Track Procurement Process
Job Orders are Lump Sum
The Ability to Accomplish a Substantial Number of Individual Projects with a Single Competitively Bid Contract
Contractor Has A Continuing Financial Incentive To Provide
Responsive Services
Accurate Proposals
Quality Work on Time
Timely Close Out
Future Purchase Orders Tied to Contractor Performance
No Obligation To Award Specific Projects
FBI can Use All Other Methods For Accomplishing Projects
JOC Overview: Why JOC Works For Facility Owners
Increases use of local subcontracting businesses
The absence of pre-established quantities inhibits trade staffing by the prime contractor.
Responsiveness requires the prime to use multiple local subcontractors.
No bonding requirement for the sub, faster payment, and less red tape, thereby expanding business opportunities for small businesses
FBI reviews and approves all Subcontractors prior to issuing Job Orders
Increases Transparency
FBI Has the Ability to See and Review the Back-Up Pricing Details
Schedule Flexibility
No Shelf Life for Prices or Job Orders
Fast procurement cycle is good for end of fiscal year projects
JOC Overview: The JOC Process
The Contract Documents
The Request for Proposal
The Construction Task Catalog®
The Technical Specifications
The Solicitation Documents
The Request for Proposal
Price Proposal Sheets (Adjustment Factors)
Qualification Statement
Department of Labor Wage Rates – Wages determined on Fairfax, VA vicinity
Representations, Certifications, and Acknowledgements
General Terms and Conditions
JOC Procedure for Ordering Work
FAR – Agency Terms and Conditions
Form of Subcontract
The Contract Documents
The Construction Task Catalog®
Catalog of Pre-Priced Construction Tasks
Organized by Construction Specifications Institute (CSI)
Based on Local Labor, Material & Equipment Costs
The tasks represent the “Scope of Work” for the contract
The Contract Documents:
Construction Task Catalog®
The Contract Documents
The Construction Task Catalog®
Contractor must review and understand “Using the Construction Task Catalog®”
Rules of the game
Make sure you get paid for all appropriate tasks
Pages 00 – 1 to 00-6 of the CTC
Understanding the General Rules of the Construction Task Catalog®:
Unit Prices are for Complete and In-Place Construction
Unit Prices Include Labor, Material and Equipment. Do Not Add Labor to Repointing Task.
Unit Prices Include the Cost of Delivery to Project Site, Unloading, Storage and Handling. Delivery Height is up to 2 Stories
Unit Prices Include Testing, Calibration, Balancing Etc. for New Work
Unit Prices Include all Fasteners, Bolts, Anchors, Adhesives Etc. For New Work
Unit Prices for Tasks Such as Windows, Doors, Frames, Countertops Etc. Include Sealant and Caulk
The Contract Documents:
Construction Task Catalog®
Understanding the General Rules of the Construction Task Catalog®:
Demo Price Includes Loading into Truck or Dumpster.
If Item Demolished as Part of Different Task, It will Not be Paid for Separately
Contractor Paid for Installed Quantities Only. Waste is Included in Unit Price
Assembly Prices take Precedence over Component Pricing
14’ Working Height for All Work Except Masonry
4’ Working Height for Masonry
Dumpsters are a Separate Task
The Contract Documents:
Construction Task Catalog®
Understanding the General Rules of the Construction Task Catalog®: Contractors Never Get Paid Separately For the Following
Moving and Returning Furniture. For Example, Moving Classroom Furniture to Paint
Labor for Protecting Work in Place. For Example, a Laborer to Stay After a Concrete Pour
Minor Barricades and Signage
Portable Toilet, Field Office, Field Office Equipment for Contractor’s Use
Layout, Site Engineering for the Work Itself
The Contract Documents:
Construction Task Catalog®
The Contract Documents: Non Pre-Priced Tasks
Non-Pre-Price Task is an exception, need to know the CTC
Contractor must have permission from FBI to use Non-Pre-price Task prior to submission
Three (3) Quotes on vendors’ or subcontractors’ letterhead
Justification for less than three (3) Quotes
Contractor is paid the amount in the following formula:
Total Cost of Non-Pre-Priced Task X Non-Pre-Priced Adjustment Factor
The Contract Documents
The Technical Specifications
Specifies Quality of Materials and Workmanship
Corresponds with Tasks in the Construction Task Catalog®
Contract Specifics
At this time, FBI Cannot:
Identify or Commit to any Specific Project or Location
Identify or Commit to any Specific CTC Tasks or Quantities
Contract Specifics Include:
Work Includes Miscellaneous General Construction Located FBI Complex, Quantico, VA.
Bid Guarantee Bond = $25,000
Base Term – 1 Year
Potential of Four (4) Additional Terms of One-Year each
Estimated Annual Value is $7,500,000 with an estimated escalation of 7% per option year
Primary teaming agreements with sub-contractors for the following disciplines will be given a favorable rating: Electrical, Plumbing, Mechanical, and HVAC.
Contract Specifics: Price (Adjustment Factors)
Contract Specifics: Price (Adjustment Factors)
Performance and Payment Bond
Separate Bond Required in the Amount of $1,000,000
Cost of Payment and Performance Bond(s) to be Included in the Adjustment Factors
Payment bonds should cover the total annual amount of the base year and each option year for the life of the contract IAW FAR Part 28.102
Differing Site Conditions or Changes in Scope
Priced from Construction Task Catalog®
Supplemental Job Order
No Negotiated Change Orders
Contract Specifics
Contract Specifics: Contractor License Fee
Access to Gordian’s JOC Management Software, Construction Task Catalog®, other proprietary materials
Most advanced technology and data in the marketplace.
Paperless
Efficient
Tasks and prices input directly no fishing through old files and estimating books for costs
JOC process training
Software training
Software support: 8AM to 8PM EST Monday - Friday
Included in the Contractor’s Adjustment Factor
Consider as an Overhead cost
1.95% of Job Order Price
Calculating the Adjustment Factors: Method to Calculate
Use Historical Project Data
Select a Completed Project
You Know Scope and Direct Costs
Price Project From CTC
Add on Overhead and Profit
Calculate the Adjustment Factor
Calculating the Adjustment Factors: Sample Project: Detailed Scope of Work
Interior Renovation
Doors and Hardware
Replace 12 interior doors, hinges and hardware
Doors shall be 3x7, solid core wood doors
Grade 2 locksets with knobs
Replace 2 push bar exist devices and door closers on exit doors
Interior Lighting
Replace all lay-in troffer fixtures on first and second floors. 48 in total
Replace 4 exit fixtures
Replace 12 industrial fixtures in shop area
Plumbing Fixtures
Replace 8 bathroom sinks, 8 faucets, and 8 toilets in men’s and women’s bathroom in admin building and shop area
Replace 4 water fountains
Replace Boiler
Demo existing boiler and as much piping and venting to accommodate new boiler. Install a new 1028 mbh oil fired cast iron boiler. No access for packaged boiler. Must field assemble sections. Provide new piping as required.
Adjustment Factor for Normal Working Hours Applies
Calculating the Adjustment Factors: Sample Project: Price Proposal
Calculating the Adjustment Factors: Sample Price: CTC vs. Quote
Direct Cost of Work from Quotes or Estimates
Replace Boiler $ 33,055.73
Doors/Hardware $ 8,282.09
Lighting $ 13,119.77
Plumbing $ 11,886.53
TOTAL = $ 66,344.12
Replace Boiler $ 34,500.00
Doors/Hardware $ 7,250.00
Lighting $ 12,750.00
Plumbing $ 10,500.00
TOTAL = $ 65,000.00
Direct Cost of Work from CTC
Calculating the Adjustment Factors: Sample Price: Putting it all together
A. Direct Cost of Work from Quotes $65,000.00
B. Overhead 10%* $ 6,500.00
C. Subtotal (Cost & O/H) $71,500.00
D. Profit 10%* $ 7,150.00
E. Subtotal (Cost & O/H & Profit) $78,650.00
F. Price From CTC $66,344.12
Adjustment Factor (= E / F) = 1.1855
*Sample Only. Contractor to determine O/H & Profit. Prepare this calculation for more than one sample project.
Completing the Price Proposal Sheet
*SAMPLE ONLY
1 1 8 5 5
1 2 3 2 5
1 1 3 5 0
0 4 7 4 2
0 1 2 3 3
0 1 1 3 5
1 2 1 8 6
1 2 2 7 5
1 2 6 5 0
1 2 7 2 5
1 3 1 0 0
0 1 2 2 8
0 1 2 6 5
0 1 2 7 3
0 1 3 1 0
Considerations
Considerations
Contractors Should Expect To
Prepare Incidental Drawings or Sketches for Some Projects
Justify Quantity Calculations
Explain Detail of Work
Prepare Proposals for Some Projects That Might be Canceled
Margins on CTC Tasks Vary
Some Projects are More Profitable than Others
Maintain a Fully Functioning Local Office, including a Trailer onsite for Superintendent & Project Manager - PRIME CONTRACTOR MUST BE WITHIN A 60 MILE RADIUS OF FBI COMPLEX, QUANTICO, VIRGINIA WITH AN ALREADY ESTABLISHED OFFICE/PRESENCE FOR A MINIMUM OF ONE (1) YEAR
Hold Required Licenses
Importance of Contractor’s Adjustment Factors
Determines Lowest Price AND
Used to Price Individual Job Orders
Price Proposal Total Becomes the Lump Sum Job Order Price
Considerations
Risks of Low Adjustment Factors
Leads to Arguments in Proposal Review
Unsupportable Tasks
Exaggerated Quantities
Leads to Delays in Job Order Development
Takes Longer to Review Proposals
Creates an Adversarial Relationship
Reduced Volume of Work
Will Shorten Contract
Lost Profitability
No Second Chance to Improve your Margin
Bid Considerations
Review of Key Points
Focus on Total Potential Value of Contract
Evaluate Construction Task Catalog®
Analyze Unit Prices
Know the General Guidelines for Using the CTC
Contractor Performance Drives Volume
Ability to Market Program and Services
Responsive Service
Accurate Proposals
Safe and Clean Project Sites
High Quality Construction
On-Time Completion
On Time Close Out