JOC Program Guide

The JOC Program Guide provides a framework for organizations considering, or in the process of implementing or executing a Job Order Contract.

JOC Program Guide

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JOC Program Guide

JOC Program Guide TOC

FOREWARD.. 5

INTRODUCTION.. 6

Purpose. 6

History of Job Order Contracting (JOC) 7

Benefits of Job Order Contacting. 10

JOC Organization, Responsibilities, and Authorities. 12

JOC Implementation Considerations. 14

Strategic Evaluation of Objectives, Goals, and Appropriateness. 15

JOB ORDER CONTRACT ACQUISITION/PROCUREMENT STRATEGY. 16

Facility Management/Engineering Planning. 19

The JOC Unit Price Book. 19

Technical Specifications. 21

Statement of Work for the Job Order Contract 21

Economic Price Adjustments. 21

Environmental Coordination. 22

Technical / Document Library. 22

Source Selection Team.. 22

Selection Evaluation Plan. 23

Pre-award Activities. 23

Contractor Phase-In Plan. 24

Contractor Phase-Out Plan. 24

Pre-RFP Review.. 25

Contract Funding. 25

Preproposal Conference. 25

Proposal Evaluation. 26

Competitive Range. 26

Preaward Survey. 26

Evaluation of Contractor Performance. 27

Negotiations and Source Selection. 27

Debriefing Unsuccessful Offerors. 27

Staffing. 27

Facilities. 28

Preaward Activities. 28

Sample JOB ORDER CONTRACT SOP – Standard Operating Procedure – Operations Manual – Execution Manual 28

Sample  – Job Order Contracting Internal Control Checklist 31

JOC Procurement/Award Process. 32

Identification of Participants. 33

Limitations. 33

WORK EXECUTION AND CONTRACT ADMINISTRATION.. 34

Contract Clauses. 35

Subcontracting Plan Regarding Small, Small Disadvantaged and Women-Owned Small Business  36

Job Order Execution. 36

Initiating and Reviewing Job Orders. 36

In-House or Contract Performance. 36

Methods of Contracting. 37

Job Order Contracting. 37

Job Order / Task Order Routing. 38

Assignment of a Project Manager. 38

Scope Validation Meeting. 39

Request for Contractor’s Proposal 39

Proposal Preparation. 40

Independent Owner Estimate Preparation. 40

Protection of Owner Estimate. 41

Evaluate Contractor’s Proposal 41

Negotiation of Job Order / Task Order. 42

Job Order / Task Order Award Package Preparation. 43

Placing the Order. 44

Preconstruction Meeting. 44

Administrative Responsibilities. 45

Non-Prepriced Items. 45

Contractor Performance. 46

Significant Events. 46

Task Order Close Out 47

Payroll Review.. 47

Timely Accomplishment of Requirements. 47

Contract Status Report 48

Bonding. 48

Payments. 48

Small Business Utilization Reporting. 49

Quality Assurance/Quality Control 49

Task Order Modifications. 50

Changes to T.O. Requirements. 51

FISCAL YEAR-END PLANNING.. 51

Execution of Task Orders Against the Guaranteed Minimum.. 51

Execution of Task Orders Issued After Guaranteed Minimum.. 51

ADDTIONAL ENGINEERING/TECHNICAL/DPW RESPONSIBILITIES. 53

Citation of Funds. 53

Task Order Status Report 53

Exercising Options. 54

FOLLOW-ON CONTRACTING FOR A NEW CONTRACT. 54

APPENDIX. 55

UNDERSTANDING THE CONTRACTOR’S COEFFICIENT. 55

ROLE OF JOC ADMINSTRATOR. 56

INTERNAL CONTROL AND REVIEW PLAN. 57

Job Order Contracting Internal Control Checklist 58

SAMPLE SCOPE OF WORK. 60

SAMPLE REQUEST FOR PROPOSAL. 62

SAMPLE CONTRACTOR’S PROPOSAL. 63

SAMPLE INDEPENDENT OWNER/GOVERNMENT ESTIMATE. 69

TAKE OFF NOTES: 69

COST ESTIMATE. 70

TASK ORDER FILE CHECKLIST. 74

QUALITY CONTROL PLAN REQUIREMENTS. 76

JOB ORDER CONTRACTING TRAINING. 78

ADDING NON-PREPRICED ITEMS TO YOUR JOC CONTRACTS. 80

ABBREVIATIONS. 82

DEFINITIONS. 85

References / White Papers  86

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