Job Order Contract Estimate Management
Assigned owner and contractor team members request, create, review, edit, and/or approve detailed line item estimates during the JOC process.
These actions can occur during conceptual, request for proposal, detailed estimating, or estimate approval/review stages.
A clear written definition of the Job Order Contract Estimate Management process should be included within the approved Job Order Contract Operations Manual and/or JOC Execution Guide.
Proper Job Order Contract Estimate Management greatly aids in the coordination of all team members and JOC consultants.
Type of Job Order Contract Estimates
- Conceptual/Budgetary Estimate – Owner/Owner’s Representative
- Owner Estimate or Independent Government Estimate – Owner/Owner’s Representative
- Task Order Proposal – Contractor
- Revised Task Order Proposal – Contractor
- Owner Approved Task Order Proposal
Conceptual/Budgetary Estimate – An Owner may create construction cost estimates to determine “ballpark”/order of magnitude level estimates based upon a conceptual scope of work for budgetary purposes. It is best to use the accepted JOC Unit Price Book at this stage to avoid duplication of work and to avoid future communication issues. This effort may be solely for the Owner’s budgetary purposes, or as a prerequisite for submitting an RFP to a JOC contractor. Appropriate Owner team members are responsible for validating the scope of work and validating the level of detail. This is general a joint effort between the Owner Procurement Authority, Technical/Engineering Authority, and Building User.
Owner Estimate or Independent Government Estimate – A detailed line item estimate for a proposed JOC project/task order using the approved JOC unit price book. This is generally completed after a joint site walk between Owner and Contractor Teams. A cross functional Owner team consisting of the JOC procurement authority, technical/engineering team, and building user may be involved.
Contractor JOC Proposal– A detailed line item estimate in response to an Owner’s JOC Request for Proposal for a specific JOC task order/project. JOC project/task order using the approved JOC unit price book. This is generally completed after a joint site walk between Owner and Contractor Teams.
Assigned individuals are responsible for coordination/communications, appropriate documentation/reviews/approvals, version control, per the approved Job Order Contract and associated approved JOC Operational Manual.
All estimates should maintain the required usage of the Unit Price Book line items and associated data architecture (CSI Masterformat). Any non-prepriced line items should be based upon an existing line item and assigned a CSI Masterformat association.
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