Embed Size (px)
DESCRIPTION
Job Order Contracting Process. Bob Bourg, Claims & Disputes Manager Marlene Anglemyer, Cost Engineer. The Job Order Contracts (JOC) Process Guide. Review of the JoC Process Guide Scope descriptions and mature scope definition Review process (whose hands touch it when) - PowerPoint PPT Presentation
Citation preview
Job Order Contracting
ProcessBob Bourg, Claims & Disputes ManagerMarlene Anglemyer, Cost Engineer
REVIEW OF THE JOC PROCESS GUIDE
o Scope descriptions and mature scope definitiono Review process (whose hands touch it when)o Validation and verification methodso JOC checklist o Signature procedureso Audit yardsticks
The Job Order Contracts (JOC) Process Guide
State of Washington Department of Enterprise Services
Job Order Contracting
Process Guide
October 15, 2012
Facilities Division, Engineering and Architectural Services P.O. Box 41012
Olympia, WA 98504
JOC Contractor signsDES PM signs Client signs for fundingDES Cost Engineer signsAPM signsDES Contracts executes Work
Order
Verifying and Validating Scope
A. Ensure supporting documentation provided by the JOC Contractor and is attached to Work Order (WO)
Supporting documentation includes: narrative outline of work to be performed photos, sketches, dimensions, drawings shop drawings/submittals (when required) proper quantities, units, items , hours on the Work Order including JOC Checklist in the Work Order package Written narrative by PM identifying steps taken to validate work
B. Validation of WO Package correct coefficient and city cost index; and, accurate WSST WO columns totaled correctly logical order to WO Spreadsheet reasonableness of items included
Work Title:
Location:
Requesting Agency:
Date of Request:
Schedule of Work: Desired start date, substantial completion date, other dates that are required by Agency/Requester*
* Include Liquidated Damages as part of Schedule of Work if they are to be applied to this Work Request
Special Requirements: Design requirements, dimensions, quantities, materials, finishes, component types or brands
Team Contacts Name Phone
JOC ContractorProject Manager Client Agency Cost Engineer
page 1
Description of Work: Agency/Requester requirements consisting of an overall statement of work and objectives. Reference any sketches, plans, and/or photos.
JOC Work Order
Modification No.:
Job Order Contract No.:
Work Order No.:
Project Number:
e-MailOrganization
Work Title:
Location:
Requesting Agency:
Date of Proposal:Completion Schedule: JOC Firm:Liquidated Damages:
Bare Cost Total
City Cost Index
Contractor Coefficient
Division Total Price
$0.00$0.00$0.00$0.00
-$ $0.00-$ $0.00-$ $0.00-$ $0.00-$ $0.00-$ $0.00-$ $0.00-$ $0.00-$ $0.00-$ $0.00-$ $0.00-$ $0.00-$ $0.00-$ $0.00-$ $0.00-$ $0.00-$ $0.00-$ $0.00
$0.00
Item No
Units QtyUnit Mat'l
PriceLabor Hours
Unit Labor Price
Item Price (Includes Coeff.)
1 -$ -$ -$ 2 -$ -$ -$ 3 -$ -$ -$ 4 -$ -$ -$ 5
-$
$0.00
% in loc. city $0.00
$0.00
Approval Signatures
page 2 Notice to Proceed (NTP) DATE ____________
Date:
Washington State Sales Tax
Work Item Description Include type of material, manufacture name, part number, type of work…
Total of all items not listed in Price Book
Division Description
Labor Materials
Total Work Order Amount
Modification No.:
Total of all items listed is Price Book
Work Order Items Not Listed in Unit Price Book (This cannot exceed 20% of the total work order.)
Total Funding Amount
Job Order Contract:
Project Number:
Work Order No.:
Work Order Items Listed in R.S. Means Unit Price Book
-$
Assistant Program Manager
Project Manager
Client Agency Funding Auth.
JOC Contractor
Cost Engineer
JOC Work Order
PRICE DETERMINED USING RS MEANS PRICING GUIDES
o Class determined using Means Cost Book (CSI specification)o Unique items not found in the RS Means book: itemized on Work Order
• Include invoices, subcontractor quotes, emails, data information-use good judgment when using this method of pricing and be clear and explicit
o Coefficients includes:• Overhead/Profit, safety, QC, administrative costs, PM costs, bond
o Limits of JOC:• Projects $350,000 and less in value
Pricing Guidelines
Roles and Responsibilities DES Project Manager
• Preliminary meeting with Client to discuss scope/schedule/budget• $300,000 + PM to assure APM signature prior to PWR• Meet with JOC Contractor to discuss scope/schedule/budget• JOC Contractor/PM/Client on-site meeting determine scopes• Assist JOC in drafting Work Order (WO) Spreadsheet • Review, evaluate and verify all cost and scope elements of JOC’s Work
Order including quantifying • Ensure all signatures are on Work Order • Ensure Work Order Number is on WO• Confirm correct City Cost Index and Coefficient on WO• Confirm WSST is correct and for correct city• Ensure JOC Checklist is attached• Ensure all names/contact information is on the Work Order• Ensure all backup is attached and in logical order• Present complete package to Cost Engineer for review• Be available and familiar with the WO if the Cost Engineer has
questions
Roles and Responsibilities Client
o Review preliminary scope/schedule and budget with DES PM and discuss appropriateness of JOC vs. Competitive Bid
o Submit Public Work Request (PWR) to DES o Meet with PM and JOC Contractor to discuss the comprehensive
scope of work, schedule and unique characteristics of projecto If A/E is deemed necessary, meet with A/E, PM and JOC Contractoro Review the proposed Work Order and approve scope and designo Sign Work Ordero Final Acceptance signatures upon completion
o JOC signature indicates Work Order is valid lump-sum fixed price proposal.
o Client Funding signature indicates funding has been approved for this Work Oder and is available.
o DES PM signature indicates review, agreement and approval of the cost, scope of work, schedule and mutual agreement by all parties.
o Cost Engineer signature indicates comprehensive review of Work Order and all costs, quantities and scopes are reasonable, and Work Order is complete and ready for Assistant Program Manager’s signature.
Signatures
Principles of effective JOC review
