Job Order Contract Procurement Strategy

JOB ORDER CONTRACT PROCUREMENT STRATEGY

A JOB ORDER CONTRACT PROCUREMENT STRATEGY spans process of soliciting/marketing, contractor selection, and award of a Job Order Contract involves technical and business strategies.
The facility management authority and procurement/contracting/purchasing (purchasing) meet and discuss items such as timing (JOC start and end dates), available funding, access to local contractors, as well as any and all additional resources needed to achieve quality on-time and on-budget performance.

Other authorities in the organization must participate in its development to ensure that all objectives and interests are met (examples: legal, quality assurance, small business, building users, planners).
The JOB ORDER CONTRACT PROCUREMENT STRATEGY and approach should be tailored to JOC construction services required.
The acquisition starts with the needs and feasibility study and is complete once the decision has been made to implement a JOC contract. An acquisition timeline should be developed.

JOB ORDER CONTRACT PROCUREMENT STRATEGY TIMING / Months

JOB ORDER CONTRACT PROCUREMENT STRATEGY is an ongoing activity, the plan is continuously updated.
Components of an acquisition plan within the overall JOB ORDER CONTRACT PROCUREMENT STRATEGY;
 Statement of Need. Results of the need analyzed.
 Surrounding Conditions. All significant conditions, such as requirements for compatibility with existing laws, regulations, contracts.
 Capabilities Being Acquired. Capabilities and performance goals being sought – on-demand services, quality, and expertise.
 Performance Period. Initial proposed award date, term, and option years as applicable.
 Plan of Action Sources. Research market for skilled and otherwise qualified contractors and subcontractors.
 Source Selection Procedures. Method(s) for rating and selecting awardee(s).
 Contracting Considerations. Discuss features of the JOC contract and any special clauses and/or requirements.
 Multiple Awards. It the JOC involves multiple contractors/awardees, it must be determined how selection per task order will be made.
 Budgeting and Funding. Assure process is in place for funding the JOC throughout its term and appropriate provisions are in place should the JOC be terminated.
 Management Information System / Technology / Software Requirements. Discuss cost estimating or other software that is to be used as well as formats for reporting.
 Quality Assurance: Discuss quality requirements and evaluation procedures and warranties.
 Owner Furnished Property. A JOC acquisition may require the contractor to use or occupy owner property, including an on-site work facility, and or dedicated workspaces.
 Owner Furnished Information. Owner manuals, drawings, and other data to be provided to prospective offerors and awarded contractors.
 Contractor Computer Equipment. The equipment specifications to support the pricing (JOC UPB) software must be planned for and identified in advance. The contractor must equip itself with compatible computer hardware and software so that information can be shared, as required.
 Environmental Considerations. Discuss the proposed resolution of environmental issues and any environment-related requirements to be included in the solicitation and contract. Discuss whether any environmental considerations are to be separately treated when individual task orders are issued, and whether contractual coverage will be required.
 Security Consideration. If the contractor’s contractual responsibilities require the use of secured areas, discuss how adequate security will be established, maintained, and monitored.  Discuss how security clearances for the prime and any subcontractors will be handled and the responsibilities of both the owner and the prime contractor regarding them.
 Energy Considerations. Discuss energy conservation considerations, including whether specific coverage will be required in the solicitation and in selecting the JOC unit price book.
 Standardization. Discuss any standardization programs to be recognized in the contract.
 Occupational Safety and Health Administration (OSHA). Discuss how OSHA requirements will be met in the solicitation and contract, including the need for special contract clauses.
 Source Selection Evaluation Plan. Because the selection of a contractor is based on other factors in addition to price, the nature and structure of the source selection process should be discussed to ensure that adequate planning occurs.
 Contract Structure. Discuss the initial period and option(s) structure of the contract. Discuss the responsibilities of the purchasing authority and technical JOC staff members in monitoring contractor performance.
 Bonding Requirements. Discuss any bonding requirements on the part of the contractor.
 Preproposal Conference.
 Job Order / Task Order Placement. Discuss the appointment and training of the purchasing and technical personnel. Discuss the location and schedule of training so that it will be completed before contract activation. A JOC basic training course, followed by advanced and ongoing (annual) training is an important consideration.
 Assignment of Source Selection Authority. As with any solicitation of the magnitude of a JOC contract, the appointment of the source selection authority (SSA) needs to be addressed.
 Assignment of Purchasing Responsibilities. Assure roles and responsibilities associated with contract operations, including issuance of task orders are planned and discussed to ensure smooth and orderly accomplishment.

Job Order Contract Acquisition Milestones
 Needs Analysis
 Strategy
 Acquisition Plan Approval, as required.
 Statement of Work
 Specifications & JOC Unit Price Book / Data Requirements
 Small Business Considerations
 Purchase Request
 Preparation of Acquisition Package
 Obtain Pre-solicitation Approvals (as required)

Review Panel
 Source Selection Evaluation Plan Approval (as required)
 Issue Solicitation
 Preproposal Conference
 Evaluate proposals, audits & field reports, as required
 Prepare Discussion and Clarification Statements
 Prepare Discussion and Competitive Range Decision
 Request & Review Revised Proposals (Discussions Process)
 Request Final Revised Offer
 Prepare Selection Decision
 Contract Award
 Debriefing(s)

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