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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