Job Order Contracting (JOC) ITB JE Overview August 2016

Transcription

1 Job Order Contracting (JOC) ITB JE Overview August 2016

2 Job Order Contracting (JOC) What is JOC? Using general and specialty trade contractors to perform a series of projects on an as-needed basis. What is JOC typically used for? Small to medium repair and renovation projects Who does JOC apply to? Qualified general, electrical, mechanical, roofing, and painting contractors.

3 JOC at Jackson Health System In use at JHS since May 2009 More than $59.4 million in work ordered through the program Over 663 Individual job orders To accomplish work, individual Job Orders are issued to contractors against an awarded contract. Average job order: $89,622

4 JOC Program A Job Order Contract (JOC) is a competitively bid, firm fixed priced, indefinite quantity contract. The JOC Program expedites the solicitation process to accomplish a substantial number of individual projects with a single contract. Participation in the JOC Program ensures minimum payment but not a minimum amount of projects.

5 JOC Program - Efficiency Time Savings Speed to Market Faster Procurement Weeks Instead of Months Based on Owner-Contractor Partnership

6 JOC Program Small Business Opportunities Increases use of local, small and underutilized businesses Approved Miami Dade County small business participation measures will require primes to use multiple local subcontractors. Faster payment, and less red tape SBE-CONS goals on JOC Program There are 12 opportunities 8 SBE-CONS Set-Asides 4 Open Market

7 JOC Program ITB JE Contract Identifier Contract Type Market Patient Care/ Clinical Area Experience Required Minimum Guaranteed Contract Value Estimated Annual Contract Volume Max. Contract Duration (Years) Payment & Performance Bonding (Each) GC-01 General Construction Open Market (30% SBE-CONS Subcontracting Goal) Yes $20,000 $4,000,000 5 $2,000,000 GC-02 General Construction SBE-CONS Level 2 Set-Aside Yes $20,000 $3,000,000 5 $1,500,000 GC-03 General Construction SBE-CONS Level 2 Set-Aside No $20,000 $2,000,000 5 $1,000,000 EC-04 Electrical Construction Open Market Yes $20,000 $2,000,000 5 $1,000,000 EC-05 Electrical Construction SBE-CONS Level 2 Set-Aside Yes $20,000 $1,000,000 5 $500,000 EC-06 Electrical Construction SBE-CONS Level 1 Set-Aside No $20,000 $1,000,000 5 $500,000 MC-07 Mechanical Construction Open Market Yes $20,000 $2,000,000 5 $1,000,000 MC-08 Mechanical Construction SBE-CONS Level 2 Set-Aside Yes $20,000 $1,000,000 5 $500,000 MC-09 Mechanical Construction SBE-CONS Level 1 Set-Aside No $20,000 $1,000,000 5 $500,000 RC-10 Roofing Construction Open Market No $20,000 $1,000,000 5 $500,000 RC-11 Roofing Construction SBE-CONS Level 2 Set-Aside No $20,000 $1,000,000 5 $500,000 PC-12 Painting Construction SBE-CONS Level 1 Set-Aside No $20,000 $1,000,000 5 $500,000

8 JOC Contract Identifiers Each Contract Identifier has a unique Contract Type Market Patient Care/Clinical Area Experience Requirement Maximum Estimated Annual Contract Volume Payment & Performance Bonding Contractors may bid on one or more Contract Identifiers It is the intent of JHS to award a minimum of one contract for each Contract Identifier

9 How Does JOC Work? Contractor bids on specific Contract Identifier Contract Identifier GC-02 GC-02 Contract Identifier awarded to lowest responsive, responsible bidder(s) Contractor is awarded Job Orders on an asneeded basis

10 Job Order Process Joint Scope Meeting with owner, contractor, and others to define the detailed scope of work Owner issues JOC Request for Proposal (RFP) for the agreed upon detailed scope of work Proposal Development - Typical proposal will be due 2 weeks from JOC RFP Proposal Review Issuance of Work Order Total time goal: Average 3-5 weeks

11 Key Points Accelerated procurement phase speed to market Lump sum fixed pricing Non-adversarial owner-contractor joint scope development process Contractor performance drives volume Responsible Wage Rates apply to all job orders

12 Supplier Portal Register on Jackson Supplier Portal to receive, review, and respond to JHS solicitations The JOC Solicitation will be advertised on the Jackson Supplier Portal.

13 Bid - Forms One Point Two One Zero Six

14 Bid - Adjustment Factor Determines winning bidder(s) AND Used to price individual Job Orders Price proposal total becomes the lump sum Job Order amount Unit Price Quantity Adjustment Factor Total for Task X X = Unit Price Quantity Adjustment Factor Total for Task X X = Unit Price Quantity Adjustment Factor Total for Task X X = $$$$ Total Job Order Price

15 Bid - Adjustment Factor Must bid 3 Adjustment Factors: 2 Adjustment Factors must address the Construction Task Catalog (CTC) 1 Non Pre-Priced Task (Not in the CTC) Each Adjustment Factor is weighted Award will be made to the lowest weighted Adjustment Factor(s) from a responsive, responsible bidder(s)

16 Bid - Contract Documents Construction Task Catalog (CTC) Catalog of pre-priced construction tasks Based on local labor, material and equipment costs The tasks represent the Scope of Work for the contract Typical task (CSI Specifications Division Format)

17 Bid Submittal Forms In addition to the Bid Form, bidders must also submit: - Invitation to Bid Submittal Form - Acknowledgement of Amendments and signed copies of all formal Amendments. - Florida Trench Safety Act Compliance Statement - Bid Bond (or other form of Bid Security acceptable to the Trust) in the amount of $20, Small Business Enterprise-Construction (SBE-CONS) Status, if applicable - Contractor s Qualification Statement and all required attachments

18 Bid Submittal Complete Bid Package enclosed in sealed packaging with the following clearly marked on the outside: Bidder s name and return address Contract Identifier Bid title Bid opening date For each Contract Identifier bid, submit in a separate envelope: One (1) Original Bid Package One (1) duplicate copy Bid Security

19 Bid Submittal If more than one Contract Identifier is bid, a separate and distinct bid package is required for each Contractor Identifier. Submit the complete bid package for all Contract Identifiers via Supplier Portal The original $20,000 Bid Bond will need to be delivered to 1500 NW 12 th Avenue Suite 814 Miami, FL Attention: John Ellis, III

20 Contracting Officer John Ellis III Senior Procurement Contracting Officer Jackson Health System Procurement Construction Department 1500 NW 12 Ave, Suite 814 Miami, FL Phone: (305) Fax: (305)

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