1. Job Order Contracting (JOC)

2. Introductions Procurement Stacie Malekooti
Associate Director, Procurement
Laura Bolster
Purchasing Manager, Construction
Joan Stockmaster
Senior Buyer, Construction
Who are you?
Procurement Construction
Separate Construction Group
Operate a JOC Program
Contractor or Supplier
Procurement

3. Agenda ASU By the Numbers What is JOC? Why JOC? CMAR vs JOC
JOC Projects
JOC Process
Lessons Learned
Q&A
Procurement

4. ASU by the Numbers Student Population FY17: 98,114 Spend
Total FY $674M (258K transactions)
Construction CMAR Spend since $617M ($273M SDS)
JOC Spend since August $131M
ASU is the largest developer in AZ due to the number of construction projects
BUILDING NUMBERS
# of Bldgs
GSFT
Tempe Main Campus
285
18,542,599
Downtown Phoenix 21
2,102,980
West Campus 30
1,139,969
Polytechnic
673
2,271,362
Lake Havasu 17
78,020
Thunderbird School of Global Mgt 42
529,789
The McCain Institute 1
31,444
Total
1068
24,696,163

5. What is JOC?
Job order contracting is a collaborative construction project delivery method that enables organizations to complete numerous, commonly encountered construction projects quickly and easily
Competitively procured, fixed-fee indefinite-quantity contract
Awarded to a contractor(s) for the accomplishment of numerous minor construction projects and emergency repairs
Under the JOC concept, the contractor furnishes management, labor, materials, and equipment needed to perform the work
Master Agreement with a warranty period of two years
Procurement

6. Job Order Contracting = Efficient Construction Delivery
Why JOC?
Job Order Contracting = Efficient Construction Delivery
ASU History with a JOC Program
Prior JOC Program expired in 2006
Leveraged other Government entity's JOC program
ASU workload pulled resources
Do your own!
Benefits of a JOC Program
Quality is typically equal to or greater than that of other project delivery methods for consistent high quality work is essential to the longevity of the relationship
Cost is typically equal to or less than those of other project delivery methods because contractor overhead costs can be spread out over numerous projects providing better budget adherence
Quick turn project time is typically required and JOC contractors are able to support with "on call" construction services from concept to close-out
Procurement

7. CMAR vs JOC
Procurement

8. JOC Projects Classroom, Lab, and Office Renovations and Upgrades
Dance and Theater
Department Renovations
Pool Replastering & Redecking
ROTC Exercise Station Upgrades
Atrium & Fountain Repair
JOC Projects
Student Union Renovations and Restroom Upgrades
JOC projects are minor or commonly encountered construction projects
Project construction costs are less than $2M
JOC acts as General Contractor (GC) for Multi-trade Projects
Separate ASU RFP for Single Trade Contractors
Landscape and Signage Projects
Art Department Kiln Replacement

9. JOC Process The Numbers 2 Construction Buyers 42 Project Managers (PM)
19 JOCs
PM determines the Value of Work through ASU Estimating
JOC Project Request Forms are Submitted to Purchasing
JOC are assigned by rotation within awarded range
Low-range up to $350K 10 contractors
Mid-range $351 - $1M 10 contractors
High-range $1.1M - $1.9M contractors
Projects may roll into next range so some contractors were awarded in more than one range
department/unit name

10. JOC Process (cont.) Procurement Contractor Proposal Can Utilize
Unit Price Book (UPB) Method
Three Bid Method (can include self-performing work)
Combination of the above
Plus Assigned Overhead and Profit (O&P) Percentage
Other JOC Programs may utilize a UPB Method with a coefficient (multiplier that includes O&P)
Standard Form of Proposal
Avoid missed SOW costs
Fixed O&P
Provides separation of Insurance, Performance and Payment Bond fee calculations
Provide change order detail
Procurement

11. Contractor performance meeting the CTQ
JOC Process (cont.)
Job Completion is Manually Tracked by Purchasing
JOC Score Card issued to Project Manager for input regarding criteria considered Critical to Quality (CTQ); Scoring is weighted
4.5
4.0
5.0
2.5
2.0
Cooperation/responsiveness/partnership/communication with all stakeholders
Management of activities (competent and effective supervision)
Planning of work and utilization of resources
Site control (safety and cleanliness)
Scheduling (adequacy, adherence)
Document compliance and handling (submittals, as-builts, quality of workmanship, materials compliance
Change orders (frequency, level of pricing, promptness of response)
Budget adherence/accuracy of estimates
Punch list/adherence to guidelines, codes
Project closeout (timely submission of closeout documents)
Current Project Score
Contractor performance meeting the CTQ

12. { Lessons Learned Procurement
Award to more low- range contractors and fewer high-range
Award based on UPB Method with Coefficient
Simplified Standard Form of Proposal
Automate Job Completion Information
Automate JOC Score Card and Publish Data
Lessons Learned
Procurement