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Moderator
Robert GairPrincipal, RSMeans Business Solutions
20 +years of construction industry experience in cost modeling and job order contracting
Provides property management solutions to federal agencies such as the Department of Energy, Department of Labor, and State Department
2009 Industry Chair for the Center for Job Order Contracting Excellence
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Before We Begin…
Technical issues Try “F5” on your keyboardClick the “HELP!” button for FAQ’sSubmit a question
Q&A SessionTo send in questions, enter your text in the “Ask a question” box and click “Submit”Speakers will answer as many questions as they can in the allotted time
Enlarge SlidesClick “Enlarge Slides” to view an expanded presentation screen
PresentationsClick the “Download Slides” button to download a PDF
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Speaker
Allen HendersonConsultant, Author, Former Facility
Manager Texas State University
35 years of construction industry experience
25 years at Texas State University-San Marcos
Author of Job Order Contracting--Expediting Construction Project Delivery
Board member for the Center for Job Order Contracting Excellence
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JOC—The Tool of Choice--by Allen L. Henderson
Interior Building Renovations Exterior Building Rehab
Door ReplacementWindow ReplacementRoofing Replacement
Hardscape & Landscape Demolition and Environmental Code & Regulatory Modifications Mechanical, Plumbing, & Electrical Upgrades Total Renovation Routine Facility Maintenance & Emergency Work
*Before using JOC, facility owners should review applicable state and local laws in their area to determine if there are any restrictions against its use.
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What’s Different with JOC?
JOC allows on-going, or IDIQ construction services---not a project-specific delivery method.
JOC Contractors have an incentive to provide good performance to Owners.
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General Observations
If new to JOC, start small.
Designate a JOC Contract Manager.
Good JOC contractors are service-oriented.Quick response to owner requestsSubmit sufficiently accurate Job Oder ProposalsUse local businessesProfessional quality workmanshipChange orders are rareMeet project budget and timelinesBecome familiar with Owner’s need and expectations.
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JOC is Easy!
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General Observations JOC Relationships
JOC mandates a relationship of some sort.
JOC contractors should submit sufficiently accurate Job Oder Proposals.
Have a thorough RFP evaluation process.
Be cautious of exceptions to any pricing restrictions.
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About JOC Contracts
ALL JOC CONTRACTS ARE NOT THE SAME!
Some have no pricing restrictions at all = lower price coefficient
Some have pricing restrictions = higher coefficient
Pricing is more predictable with restrictions
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Have a Start-up Meeting!Address requirements and processes
Payment and invoicing, HUB goals, permitting
How can green materials and sustainable design be used?
Job Order review and approval process
Contractor reporting and project scheduling
Contractor response and project supervision expectations
Jobsite inspections
Any other issues of relevance
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Partnering If the contractor succeeds, so does the owner!
Successful relationships require consistently open and honest communication.
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Ways for Owner to Partner
Examine internal project planning process.
Examine Job Order review and award process.
Generate list of commonly used materials and equipment.
Bring contractor in early in design phase.
Provide access to all applicable record documents.
Accommodate Contractor access to proposed project site.
Assist with permitting process, if needed.
Discuss access and staging issues---identify needed equipment.
Address issues to minimize impact on existing operations.
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JO Proposal Review Tips JO proposal reviewers should be experienced and
well trained in general construction. Verify pricing using the same software as the
contractor. Reviewers should be familiar with project scope. OK if more than one reviewer. In-house tradesmen can assist in review process.
Have the JOC tool within reach and Good Luck!
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Speaker
John Murray State of Missouri Division of Facilities
Management
Vice Chairman of the Planning & Zoning Committee for the Village of Wardsville, Mo
AIA-CEC-MO Liaison Committee member
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STATE OF MISSOURI JOB ORDER CONTRACT
2005 Statute limited up to a maximum of $100,000 per project
2007 Statute changed to maximum $300,000 per project
Small, relatively simple projectsDesign limited to DD
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HISTORY FIRST CONTRACT
4/7/2006 to 4/22/200834 Projects$3,039,593.00
SECOND CONTRACT 4/22/2008 to 4/2/201086 Projects$5,012,086.00
CURRENT CONTRACT 4/1/2010 TO 3/31/20111 year contract4 – One Year Renewals Available
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CONTRACT BASIS Originally R.S. Means Cost Works Currently R.S. Means JOC Works Pro Project Cost Development
Owner Scope & DesignWalk ThroughContractor ProposalOwner ReviewNegotiationNotice to Proceed (NTP)Performance of Work
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JOC CONTRACT SUCCESSRELATIONSHIPSRESPONSIVENESSTRUST
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Speaker
Mark BaileyPresident & CEO, Centennial Contractors
and Enterprise, Inc.
Provides vision and direction to employees in over 40 offices across the country, focusing on Job Order Contracting and IDIQ contracts
27 years of construction industry experience, ranging from superintendent and estimator to heavy civil contractor and project manager
Authored an article about Job Order Contracting for ENR
A member of the National and Virginia Chapter of Associated Builders and Contractors, Society of American Military Engineers, Design-Build Institute of America Center for Job Order Contracting Excellence
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JOC Requires a Different Contractor Skillset and Mindset Shares Collaborative Spirit and Process with Integrated
Project Delivery, Design-Build, and CM At-Risk Emphasizes Partnering & Teamwork Focus on a Long-term Relationship that is Responsive to
Owner Needs Builds Quality Results & Improved Performance Over Time
JOC: A Contractor’s Perspective
“The hardest thing for your competitors to match is the most unique aspect of your organization - the MINDS and HEARTS of your employees”
- Lee J. Colan, Passionate Performance
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Keys for a Successful JOC Program Ensure that JOC is the right fit for your organization Ensure Adequate Program Volume Consider your JOC bandwidth and “JOCable” projects Select the Right Contractor - Best Value or
Qualifications-Based Process
“The beginning is half of every action.”
- Proverb
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Where JOC Fits: Consider Bandwidth
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Successful JOC Program Startup A Higher Level of Investment in the Working Relationship Alignment Between Owner and JOC Contractor Matching Personalities—What Does Our Client Look Like? Clear Understanding Of Customer Processes,
Expectations, Subcontracting Goals, Sustainability Goals, Paperwork Requirements, etc.
Everyone In Client Chain Understanding The Value of JOC
“A working relationship takes work.”
– John Hanley
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JOC and Sustainability Greening Your Existing Building Stock Collaborative JOC process and pricing allow for a careful
analysis of cost/benefit Support of LEED EB An alternative to Energy Performance Contracting that
gives the owner more control Designing The JOC Program
Around Your Sustainability Goals
Are you green and growing or ripe and rotting? -Ray Kroc
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JOC and Stimulus
“The recession is lingering, and so is the unspent stimulus money that was meant to help end it . . . Local governments lacked the staff to make applications or handle the money they received. And federal money comes with strings attached. .” – New York Times article, August 13, 2010
JOC used by many federal agencies to expedite ARRA funds
Transparency and Accountability In Pricing Structure
Contractor Familiarity with Paperwork Requirements
Utilization of Small Local Businesses Meets Stimulus Goals
JOC Gives Owners a Shovel Readiness Tool to Maximize Funding from any source
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JOC: Expediting Preconstruction
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The Added Value of JOC Flexibility—matching project scope/goals to
available budgets Targeted Design: The Right Level Of Design
For The Project Needs Helping Owners Think, Plan & Find Solutions Building Safety Into the Project Making Sure The Local Small Business
Community Benefits from Project Dollars Creating a financial Incentive for the
Contractor that aligns with the owner’s goals for contractor performance
“The cynic knows the price of everything and the value of nothing.”- Oscar Wilde
Happy Customer =
More Work
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Questions & Answers