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Resolution 2023-32674RESOLUTION NOJ� 2023-32674 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, PURSUANT TO REQUEST FOR QUALIFICATIONS (RFQ) NO. 2023- 096-KB FOR JOB ORDER CONTRACTING (JOC) SERVICES FOR HORIZONTAL, VERTICAL, AND `SEAWALUCOASTAL CONSTRUCTION; AUTHORIZING THE ADMINISTRATION TO ESTABLISH A POOL OF PRE -QUALIFIED CONTRACTORS AS SET FORTH IN ATTACHMENT A FOR THE -CATEGORIES OF HORIZONTAL, VERTICAL, AND SEAWALUCOASTAL CONSTRUCTION; AUTHORIZING THE CITY MANAGER AND CITY CLERK TO EXECUTE AGREEMENTS WITH EACH OF THE RECOMMENDED PROPOSERS UPON THE CONCLUSION OF SUCCESSFUL NEGOTIATIONS WITH EACH VENDOR; AND FURTHER REQUIRING THAT ANY PROJECT TASK ORDER WITH A VALUE GREATER THAN $2 MILLION BE SUBJECT TO PRIOR APPROVAL BY THE MAYOR AND CITY COMMISSION. WHEREAS, JOC is a project delivery method utilized by many public organizations to expedite construction projects. through competitively bid, fixed price, multi -year contracts. JOC contracts are based on a construction task catalog;,which includes unit pricing for over 300,000 tasks potentially needed on a project, and an agreed=upon multiplier, which covers the contractor's overhead, insurance, and profit; and WHEREAS; one of the most important considerations in a JOC process is a comprehensive and accurate. construction task catalog ("CTC"); and. WHEREAS, the City has partnered with The Gordian Group, the nation's leading provider of facility and construction cost data, software, and services for the JOC process and all phases of the building lifecycle; and . WHEREAS, the Gordian Group prepares a CTC that is issued with the solicitation and is based on construction task pricing .in the localarea, which may be adjusted annually based.on local market pricing fluctuations; and WHEREAS, when a project is ready for construction, a contractor and the organization work together to develop the task order for the construction phase of the project based on the CTC tasks needed for the project; and WHEREAS, through JOC, projects can move from design to construction in a matter of weeks, not months as is typical when a separate procurement must be processed for each project; and WHEREAS, the ability to quickly assign competitively selected contractors to time -sensitive projects; including projects for maintenance or repairs and projects funded through general obligation bonds, is critical to expediting the City's capital program and maintenance needs; and WHEREAS, on October 16, 2019, the- Mayor and City Commission approved the award of contracts to 18 contractors pursuant to ITB 2019-257-KB for job order contracting services in various categories of work; and WHEREAS, the agreements for the categories of vertical (building), horizontal (roadwork or civil), and seawall/coastal are scheduled to expire in November 2023; and WHEREAS, as a result, the Administration prepared Request for Qualifications (RFQ) 2023- 096-KB seeking proposals for a replacement contract; and WHEREAS, on February 1, 2023, the Mayor and City Commission authorized the issuance of Request for Qualifications (RFQ) 2023-096-KB for Job Order Contracting (JOC) services for horizontal, vertical, seawall/coastal construction; and WHEREAS, on February 3, 2023, the RFQ was issued and a voluntary pre -proposal conference was held on February 16, 2023, to provide information to proposers submitting a Response; and WHEREAS, the Procurement Department issued bid notices to 57,300 companies through the e-procurement system, with 123 prospective bidders accessing the advertised solicitation and RFQ responses were due and received on May 19, 2023; and WHEREAS, the City received proposals from the following contractors in each category: Vertical Construction Carivon Construction Co. F. H. Paschen Florida Palm Construction, Inc. H.A. Contracting Corp Harbour Construction, Inc. Lee Construction Group, Inc. Team Contracting, Inc. Unitech Builders Corp. Horizontal Construction Amici Engineering Contractors LLC Carivon Construction Comp. David Mancini Sons, Inc. F.H. Paschen Harbour Construction, Inc. JCl International, Inc. Lanzo Construction Co. Lee Construction Group, Inc. The Stout Group, LLC Unitech Builders Corp. Seawall and Coastal Construction Adventure Environmental, Inc. CHC Marine Services David ,Mancini Sons, Inc. Harbour Construction, Inc. In Depth, Inc. Kearns Construction Co. Lee Construction Group Shoreline Foundation, Inc. The Stout Group LLC Unitech Builders Corp.; and WHEREAS, on June 20, 2023, the evaluation committee appointed by the City Manager via LTC # 200-2023 convened.to consider the proposals received; and WHEREAS, the Committee was comprised of Elizabeth Estevez, Parks Capital Projects Manager, Parks, and Recreation Department; Herman Fung, Project Manager, Capital Improvement Projects Office; Francisco Garcia, Division Director, Facilities and Fleet Management Department; Pablo Gomez, Senior Capital Projects Coordinator; Office of Housing and Community Services; Matthew LaPera, Construction Manager, Public Works Department; and WHEREAS, the Committee was provided an overview of the project, information relative to the City's Cone of Silence Ordinance, and the Government Sunshine Law. The Committee was also provided with general information on the scope of services and a copy of each proposal; and WHEREAS, the Committee was instructed to score and rank each proposal pursuant to the evaluation criteria established in the RFQ, which resulted in the ranking of proposers, as noted below: Vertical Construction 1 st ranked — Team Contracting, Inc. 2nd ranked — Harbour Construction, Inc. 3rd ranked — Lee Construction Group, Inc. 4th ranked — H.A. Contracting Corp 5th ranked — Unitech Builders Corp. 6th ranked — F. H. Paschen 7th ranked — Carivon Construction Co. 7th ranked — Carivon Construction Co. 8th ranked — Florida Palm Construction, Inc. Horizontal Construction 1 st ranked — Amici Engineering Contractors LLC 2nd ranked — Harbour Construction, Inc. 3rd ranked — David Mancini Sons, Inc. 4th ranked — Lee Construction Group, Inc. 5th ranked — Unitech Builders Corp. 6th ranked — Lanzo Construction Co. (tied) 6th ranked — The Stout Group, LLC (tied) 8th ranked — F.H. Paschen (tied) 8th ranked — JCl International, Inc. (tied) 10th ranked - Carivon Construction Comp. Seawall/Coastal Construction 1 st ranked — Kearns Construction Co. 2nd ranked — Shoreline Foundation, Inc. 3rd ranked — In Depth,, Inc. 4th ranked — CHC Marine Services (tied) 4th ranked — Harbour Construction, Inc. (tied) 6th ranked — David Mancini Sons, Inc. 7th ranked — Adventure Environmental, Inc. 8th'ranked — Lee Construction Group 9th ranked — Unitech Builders Corp. 10th ranked — The Stout Group LLC; and WHEREAS, the current agreement for JOC services has multiple contractors awarded for each category of work and during the term of the current agreement, the task orders issued have been issued for approximately 40 projects, with an average project cost of approximately $400,000, totaling approximately $16 million; and WHEREAS, accordingly, based on prior usage of the services and the projected volume of work for which the JOC services would be required, staff recommends awarding to the following top - ranked contractors in each category: Vertical Construction 1 st ranked —Team Contracting, Inc. 2nd'ranked.— Harbour Construction, Inc. 3rd ranked — Lee Construction Group, Inc. 4th ranked — H.A. Contracting Corp Horizontal Construction 1 st ranked — Amici Engineering Contractors. LLC 2nd ranked - Harbour Construction, Inc. 3rd ranked — David Mancini Sons, Inc. Seawall/Coastal Construction 1 st ranked — Kearns Construction Co. 2nd ranked — Shoreline Foundation, Inc. 3rd ranked — In Depth, Inc. .4th' ranked — CHC Marine Services (tied) 4th ranked — Harbour Construction, Inc. (tied) 6th ranked — David Mancini Sons, Inc. . NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, that the Mayor and City Commission accept the recommendation of the City Manager, pursuant to Request for Qualifications (RFQ) No. 2023-096- KB for Job Order Contracting (JOC). Services for Horizontal, Vertical, and Seawall/Coastal Construction; authorize the Administration to establish a pool of pre -qualified contractors as set forth in Attachment A for the categories of Horizontal, Vertical, and Seawall/Coastal Construction; further authorize the City Manager and City Clerk to execute agreements with each of the recommended proposers upon the conclusion of successful negotiations with each vendor; and further require that any project task order with a value greater than $2 million be subject to prior approval by the Mayor and. City Commission. PASSED AND ADOPTED this aG day of T 2023. ATTEST: JUL 2 .S 2023 RAFAEL . GRANADO, CITY CLERK DAN GELBER, MAYOR APPROVED AS TO FORM & LANGUAGE & FOR EXECUTION -7- I$,Z3 City Attorney 09,P Date Competitive Bid Reports - C2 C MIAMI BEACH COMMISSION MEMORANDUM TO: Honorable Mayor and Members of the City Commission FROM: Alina T. Hudak, City Manager DATE: July 26, 2023 SUBJECT.A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, ACCEPTING THE RECOMMENDATION OF THE CITY MANAGER, PURSUANT TO REQUEST FOR QUALIFICATIONS (RFQ) NO. 2023-096-KB FOR JOB ORDER CONTRACTING (JOC) SERVICES FOR HORIZONTAL, VERTICAL, AND SEAWALL/COASTAL CONSTRUCTION; AUTHORIZING THE ADMINISTRATION TO ESTABLISH A POOL OF PRE -QUALIFIED CONTRACTORS AS SET FORTH IN ATTACHMENT A FOR THE CATEGORIES OF HORIZONTAL, VERTICAL, AND SEAWALL/COASTAL CONSTRUCTION; AUTHORIZING THE CITY MANAGER AND CITY CLERK TO EXECUTE AGREEMENTS WITH EACH OF THE RECOMMENDED PROPOSERS UPON THE CONCLUSION OF SUCCESSFUL NEGOTIATIONS WITH EACH VENDOR; AND FURTHER REQUIRING THAT ANY PROJECT TASK ORDER WITH A VALUE GREATER THAN $2 MILLION BE SUBJECT TO PRIOR APPROVAL BYTHE MAYOR AND CITY COMMISSION. RECOMMENDATION It is recommended that the Mayor and City Commission approve the Resolution accepting the City Manager's recommendation pertaining to the proposals received, pursuant to Request for Qualifications (RFQ) 2023-096-KB, for job order contracting (JOC) services for horizontal, vertical, seawall/coastal construction. The Resolution authorizes the Administration to establish a pool of prequalified contractors, as set forth in Attachment A, for the categories of horizontal, vertical, and seawall/coastal construction. The Resolution also authorizes the City Manager and City Clerk to execute an agreement upon the conclusion of successful negotiations and requires that any project task order with a value greater than $2 million be subject to prior approval by the Mayor and City Commission. Any task order for a project with a value of up to $2 million will be approved by the City Manager or designee and will continue to be reported monthly to the Mayor and City Commission. The solicitation is currently under the cone of silence. BACKGROUND/HISTORY JOC is a project delivery method utilized by many public organizations to expedite construction projects through competitively bid, fixed price, multi -year contracts. JOC contracts are based on Page 39 of 1588 a construction task catalog, which includes unit pricing for over 300,000 tasks potentially needed on a project, and an agreed -upon multiplier, which covers the contractor's overhead, insurance, and profit. JOC has been used extensively for over 40 years by federal, state, and local organizations. A white paper on the JOC process is attached hereto as Attachment B. One of the most important considerations in a JOC process is a comprehensive and accurate construction task catalog ("CTC"). To that end, the City has partnered with The Gordian Group, the nation's leading provider of facility and construction cost data, software, and services for the JOC process and all phases of the building lifecycle. The Gordian Group prepares a CTC that is issued with the solicitation and is based on construction task pricing in the local area. The CTC may be adjusted annually based on local market pricing fluctuations. When a project is ready for construction, a contractor and the organization work together to develop the task order for the construction phase of the project based on the CTC tasks needed for the project. The multiplier, which is preset in the contract, is applied to the sum of all CTC tasks that will be required for the project. The multiplier includes the contractor's overhead, insurance, and profit. The steps of the task order development phase are outlined below. Step 1 — Joint Scope Meeting: City and contractor review project and design details. Step 22 — Price Proposal: Contractor prepares a detailed price proposal by selecting the tasks in the CTC needed for the project. The contract multiplier is applied to the sum of all CTC tasks. Step — Price Proposal Review: City reviews price proposal to ensure that the correct CTC tasks, quantities, and multiplier have been applied. Step 4 — Task Order Approval: Task orders with a value of up to $2 million will be approved by the City Manager or designee. Task orders with a value greater than $2 million to be subject to prior approval by the Mayor and City Commission. Steps — The contractor provides the bonds (if applicable) and the work may commence. Through JOG, projects can move from design to construction in a matter of weeks, not months as is typical when a separate procurement must be processed for each project. The ability to quickly assign competitively selected contractors to time -sensitive projects, including projects for maintenance or repairs and projects funded through general obligation bonds, is critical to expediting the City's capital program and maintenance needs. On October 16, 2019, the Mayor and City Commission approved the award of contracts to 18 contractors pursuant to ITB 2019-257-KB for job order contracting services in various categories of work. The Agreements for the categories of vertical (building), horizontal (roadwork or civil), and seawall/coastal are scheduled to expire in November 2023. As a result, the Administration prepared Request for Qualifications (RFQ) 2023-096-KB seeking proposals for a replacement contract. ANALYSIS On February 1, 2023, the Mayor and City Commission authorized the issuance of Request for Qualifications (RFQ) 2023-096-KB for Job Order Contracting (JOC) services for horizontal, vertical, seawall/coastal construction. On February 3, 2023, the RFQ was issued. A voluntary pre -proposal conference was held on February 16, 2023, to provide information to proposers submitting a response. The Procurement Department issued bid notices to 57,300 companies through the e-procurement system, with 123 prospective bidders accessing the advertised solicitation. RFQ responses were due and received on May 19, 2023. The City received proposals from the following contractors in each category: Page 40 of 1588 Vertical Construction Carivon Construction Co. F. H. Paschen Florida Palm Construction, Inc. H.A. Contracting Corp Harbour Construction, Inc. Lee Construction Group, Inc. Team Contracting, Inc. Unitech Builders -Corp,. Horizontal Construction Amici Engineering Contractors LLC Carivon, Construction Comp. David Mancini Sons, Inc. F.H. Paschen Harbour Construction, Inc. J C I International, Inc. Lanzo Construction Co. Lee Construction Group, I nc. The Stout Group, LLC Unitech Builders Corp. Seawall and Coastal Construction Adventure Environmental, Inc. CHC Marine Services David Mancini Sons, Inc. ,Harbour Construction, Inc., In Depth, Inc. Kearns Construction Co. Lee Construction Group Shoreline Foundation, Inc. The Stout Group LLC Unitech Builders Corp. On May 2, 2023, the City Manager appointed the Evaluation Committee via LTC # 200-2023. The Evaluation Committee convened on June 20, 2023, to consider the proposals received. The Committee was comprised of Elizabeth Estevez, Parks Capital Projects Manager, Parks, and Recreation Department; Herman Fung, Project Manager, Capital Improvement Projects Office; Francisco Garcia, Division Director, Facilities and .Fleet Management Department; Pablo Gomez, Senior Capital Projects Coordinator; Office of Housing and Community Services, Matthew LaPera, Construction Manager, Public Works Department. The Committee was provided an overview of the project, information relative to the City's Cone of Silence Ordinance, and the Government Sunshine'Law. The Committee was also provided with general information on the scope of services and a copy of each proposal. The Committee was instructed to score and rank each proposal pursuant to the evaluation criteria established in the RFQ. The evaluation process resulted in the ranking of proposers, as noted in Attachment B and below. Vertical Construction Page 41 of 1588 1 It ranked— Team Contracting, Inc. 2nd' ranked — Harbour Construction, I nc. 3rd ranked - Lee Construction Group, I nc. 4th ranked'- H.A. Contracting Corp 5th ranked— Unitech Builders Corp. 6th ranked — F. H. Paschen 7th ranked — Carivon Construction Co. 8th ranked — Florida Palm Construction, Inc. Horizontal Construction 1st ranked — Amici Engineering Contractors LLC 2nd ranked — Harbour Construction, Inc. 3rd' ranked — David Mancini. Sons, Inc. 4th ranked — Lee Construction. Group, Inc. 5th ranked — Unitech Builders Corp. 6th ranked — Lanzo Construction Co. (tied) 6th ranked — The Stout Group, LLC (tied) 8th ranked — F.H.Paschen (tied) 8th ranked — J C I International, Inc. (tied) 1.0th ranked— Carivon Construction Comp. Seawall/Coastal Construction 1st ranked — Keams Construction Co. 2nd ranked — Shoreline Foundation, Inc. 3rd ranked — In Depth, Inc. 4th ranked — CHC Marine Services (tied) 4th ranked — Harbour Construction, I nc.. (tied) 6th ranked — David Mancini Sons, Inc. 7th ranked — Adventure Environmental, Inc. 8th ranked:— Lee Construction Group 9th ranked — Unitech Builders Corp. 1 Oth ranked — The Stout Group LLC The current agreement for. JOC services has multiple contractors awarded for each category of work. During 'the term of the current agreement, the task orders issued have been issued. for approximately 40 projects, with an average project cost of approximately $400,000, totaling approximately $16 million. Accordingly, based on prior usage of the services and the projected volume -of work for which _the JOC services would be required, staff recommends awarding to the following top -ranked. contractors in each category. A summary of each firm. is available upon request. Vertical Construction 1 It ranked — Team Contracting, Inc. 2nd ranked — Harbour.Construction, Inc. Page 42 of 1588 31d ranked — Lee Construction Group, Inc. 4th ranked _ H.A. Contracting Corp Horizontal Construction 1St ranked — Amici Engineering Contractors LLC 2nd ranked — Harbour Construction, Inc. 3rd ranked — David Mancini Sons, I nc. Seawall/Coastal Construction 1 st ranked — Keams Construction Co. 2nd ranked — Shoreline Foundation, Inc. 3rd ranked — In Depth, Inc. 4th ranked — CHC Marine Services (tied) 4th ranked — Harbour Construction, Inc. (tied) 6th ranked— David Mancini Sons, Inc. The -Administration will typically select a contractor for a project on a rotational- basis to maintain equity among_ the awarded contractors. For unique projects requiring a specific competency, the requesting department may review contractor qualifications and recommend a specific contractor based on lunique skills or experience. SUPPORTING SURVEY DATA 'Not Applicable. FINANCIAL INFORMATION The Administration will enter intonegotiations with.the selected contractors to include but not be limited :to applicable contract provisions and the adjustment factors that will be applicable to each category of work. The City may equalize the adjustment factor amongst all contractors for similar categories. Notwithstanding the preceding, the City is in no way obligated to enter -into a contract with the selected Proposer(s) in the event the parties are unable to negotiate a contract. During the term of the current agreement, the City has project task orders totaling approximately sixteen million dollars, with an average project size of $400,000. However, the City anticipates that the volume of work pursuant to the JOC program will increase due to recent bond programs approved and -as more projects require expediting, including resiliency projects such as the city- wide seawall initiative and deferred maintenance projects. It is anticipated that the majority of projects issued under this RFQ.will be valued below $2 million. Projects above $2 million will require prior approval by the Mayor and City Commission. Any task order for a project with a value of up to $2 million will continue to be included in the Procurement Report LTC issued monthly. CONCLUSION The JOC program will continue to provide a resource to expedite smaller, critical needs and GO Bond projects through competitively selected contractors that can be quickly deployed. After Page 43 of 1588 considering the submissions, the Evaluation Committee process, the lists of capital projects and GO Bond projects for which the JOC program is appropriate, it is recommended that the Administration be authorized to negotiate with following contractors in each category of work in order to establish. a pool of prequalified J OC contractors for expediting future work. Vertical Construction Team Contracting, Inc. Harbour Construction, Inc. Lee Construction Group, Inc. H.A. Contracting Corp Horizontal Construction Amici Engineering Contractors LLC Harbour Construction, Inc. David Mancini Sons, Inc. Seawall/Coastal Construction Kearns Construction Co. Shoreline Foundation, Inc. In Depth, Inc. CHC Marine Services Harbour Construction, Inc. David Mancini Sons, Inc. Upon approval of this item, staff will negotiate with the recommended firms to establish the terms and conditions and the multiplier (i.e., overhead, insurance, and profit) that will be applied to the sum of all CTC tasks as a percent. As has been stated, the JOC program provides a competitively awarded process -for expediting many projects as the contractors are preselected and can be quickly assigned a project without the need to issue a competitive solicitation every time a project is identified. For the contract that may result from this RFQ, the Administration anticipates that many of the capital renewal and replacement or priority projects will continue to -be expedited through the JOC program. JOC was also helpful in completing a number of quick -win -projects from the 2018- GO Bond. I n addition, J OC -is anticipated to be utilized on smaller projects (less than $2 million) that will need to be expedited as part of the GO Bond —Arts and Culture, including portions or repair/replacement projects at the Bass Museum, Miami City Ballet, The Colony Theater, the Miami Beach Botanical'Garden, Art Deco Welcome Center, the North Beach Oceanfront Center (UNI DAD), and others. Any project with a value :greater than $2 million will require approval of the Mayor and City Commission. Also, the Public Works Department conducted a seawall prioritization effort that identified 66 segments that require work, with approximately 15,000 linear feet of seawall construction planned. The Department is anticipating expediting completion of these projects through the JOC program. For the reasons stated herein, it is recommended that the Mayor and City Commissionapprove the Resolution authorizing .the Administration to establish a pool.of prequalified contractors, as set forth in Attachment A for the categories Hof horizontal, vertical, and seawall/coastal construction; and further authorizing the City Manager and City Clerk to execute agreements with each of the foregoing proposers upon conclusion of successful negotiations providing that any task order for a specific project which is greater than $2 million be subject to prior approval by Page 44 of 1588 the Mayor and City Commission. Any task order for a project with a value of up to $2 million will continue to be reported to the City Commission monthly. Applicable Area Citywide Is this a "Residents Right 'Does this item utilize G.O. to Know" item, pursuant to Bond Funds?. City Code Section 2-14? No -No Legislative Tracking CI.P/Facilities/Parks/Public Works/Transportation/Procurement ATTACHMENTS: Description ❑ Attachment A - Recommended Contractors Attachment B - JOC White Paper ❑ Attachment C - Evaluation Committee Results ❑ Resolution Page 45 of 1588 ATTACHMENT A Request for Qualifications (RFQ) . 2023-096-KB Job Order Contracting ("1OC") For Horizontal, Vertical, Seawall/Coastal Construction Vertical Construction Team Contracting, Inc. Harbour Construction , 1nc. Lee.Construction Group, Inc. H:A. Contracting Corp Horizontal Construction Amici Engineering Contractors LLC Harbour Construction , Inc. David.Mancini Sons, Inc. Seawall and Coastal Construction Kearns Coristruction. Co. Shoreline Foundation, Inc. In Depth, Inc. CHC Marine Services Harbour Construction , Inc. David Mancini Sons, Inc. ►J Page 46 of 1588 RSMeans Business Solutions Methods and Techniques of [OC Implementation Presented by RSMeans Business Solutions Robert Gair, Principal Executive Summary Job Order Contracting (JOC), is a general contracting method for the delivery of maintenance, upgrade and refurbishment services for buildngs. JOC greatly reduces the amount of estimating and bidding activities needed to precede the work, allows for quicker delivery, and helps foster long-term relationships between the client and the general contractor which are based on the quality delivery of services. JOC is philosophically similar -to the design -build methodology that is used for "ground up" (e.g., new buildings) facility construction. Construction professionals who are familiar with design -build should be comfortable with the use of JOC. JOC was developed in the early eighties by the U.S. Department of Defense to expedite the routine repair and maintenance of worldwide military facilities in order to decrease the inherent inefficiencies in traditional design -bid -build practices when applied to a large volume of small projects. From the experiences of those who have implemented it, the key to the successful application of JOC is to understand the fundamental methodology arid its strengths and limitations. JOC is most successful when applied to the general contracting situations for which it was designed — a large number of repair, refurbishment and upgrade projects performed by a single contractor, or limited number of general contractors, under a fixed -price bid. The contractors are constantly evaluated on the quality of the work delivered. However, for either end of the contracting spectrum, ground up (new) or specialty (craft) contracting, JOC is not an optimal solution. Since JOC revolves around the use of a mutually accepted Unit Price Book (UPB) and estimating techniques, accurate and timely location construction data is critical. To this end, it is fundamental to the success of JOC that both,parties understand the components of the JOC line -item estimates, and the workup of JOC estimates for any given scope of work. In this RSMeans Technical White Paper, we present a discussion of the f ndings of our interviews with construction executives who use JOC across a range of settings —from the general contractor's perspective, as well as that of the client, to private and public construction markets. Our discussions have shown that construction innovators on both sides of the table (client and contractor alike) are expanding the application of JOC — successfully modifying the original methodology to suit their needs, which are always centered around the quality delivery of a large number of simultaneous repair, refurbish and upgrade projects. Benefits in terns of quicker scheduling and completion, better quality work, better value over traditional design -bid -build. methods, and higher end -user satisfaction are commnionplace. Page 47 of 1588 Methods and Techniques of JOC Implementation JOC Utilization Aniong Various Industries In the school and municipal sectors, there appears to be growing adoption of the JOC methodology. The critical factor always seems to be the amount of experience and familiarity with JOC procedures. In some cases, state legislation can pose obstacles (having been written in an era of multiple bid, lowest price contracting, and without the awareness of the single -award, multiple -project nature of JOC), butin many states, the legislation is simply silent on the issue. Certain states (most notably, Texas, Arizona and Washington, to name a few) have embraced JOC as a contracting tool for state contracts: In certain cases, facilities engineering and construction managers who are ex -military have been hired and can bring the JOC methodologies into the organization. Another issue that is driving the adoption of JOC is reduced budgets. The budgets require owners to obtain more value for the construction dollar, and often, owners attempt to utilize in-house maintenance staffs for repair, renovation and refurbishment projects. In-house staffs may not be well -suited for these projects, and other maintenance duties are detracted from. All of these factors together tend to push organizations toward the adoption of JOC. The JOC approach dramatically cuts engineering, design, and contract procurement time by awarding long-term contracts for a wide variety of renovation, repair and minor construction jobs. JOCs typically are awarded with durations of 3 to 6 years. Annual volumes on specific JOCs can range from $1 million to $100 million. Typical average values are in the range of $50,000 to $5,000,000. The method. of pricing, under the terms of a fOC contract is a Unit Price Book (UPB) which has 40,000 to 60;000 line items organized in the Construction Specifications Institute's CSI Divisions. JOCs are usually awarded on the basis of a combination of, the contractor's technical/management proposal and coefficient, with strong consideration given to the contractor's past performance on similar work. Many JOCs are awarded to contractors who do not submit the lowest coefficient, but rather -have a superior technical/management proposal and demonstrate strong.past performance. Using contract coefficients and the RSMeans UPB minimizes the potential for differences of opinion between the owner and contractor over pricing of the individual delivery orders. The owner's review of the contractor's proposal usually focuses on three basic issues: • Is the line item selected appropriate for the scope of the work? • Does the line item in the proposal reflect the correct quantity of work involved? • Is the proposal within the owner's budget? Current JOC Practices The implementation of JOC has expanded beyond its original methodology, and diverse practices that enhance the benefits of JOC (e.g., substantial reductions in project bid -to -completion time, better value for the construction dollar, better contractor/client relationships, and high levels of end -user satisfaction with construction services for the owner) are noted. Size of Contractor — Orientation Toward JOC and Owner View Several construction services clients observed that JOC seems to be favored by medium-sized contractors (ranging from $20 million to $50 million'in annual billings) who would typically have about 20% to 25% of their annual revenue in JOC awards. The contractors use this relatively predictable work to smooth out cash flow during the year. The contractor has to be of sufficient size and have a field supervisor on site, sometimes as a "working" supervisor. Typically, this would be a contracting firm with at least four or. five field supervisors on staff. Conversely, this tends to limit the participation of the larger contractors, whom, the client respondents believe, tend not to assign the proper level of field supervision to the JOC contracts since they expect their field supervisors to oversee a larger size and scope of work for each project. Page 48 of 1588 Methods and Techniques of JOC hnple►uentatiou Advantages of JOC Contracting Successful implementation of JOC is dependent on knoudedge, by both the contractor and the client, of the strengths and limitations of JOC and a keen understanding of the common language of estimating as expressed in the Unit Price Book — the key document that provides the mutually accepted basis for the JOC awards. The benefits of a well -administrated JOC program OnMlving both experienced clients and contractors) are well documented: increased construction dollar value, steady and profitable work for qualified contractors, and satisfied clients and end users. The procurement and contract process for each delivery order is greatly simplified because the owner does not need a complete engineering and design package and does not have to spend the time and money to advertise for public bids for each project. Also, the work is generally started more quickly. Few construction methodologies can match this menu of benefits for all parties involved. The owner has the benefit of using a contractor who is well qualified. Usually the contractor is required to submit a technical/management proposal that is evaluated to confirm capability and past performance. References on similar contracts are also carefully checked. These two factors, combined with the price proposal, are usually the basis for award of a JOC. In this way, long-term partnering relationships are fostered. Emergency and urgent projects can also be responsively accomplished. For facilities that have strict security requirements, the contractor will have a staff with security clearances that can perform the work without delay. JOC contracting is an effective means for government and institutional owners to accomplish construction work on existing facilities. When properly managed by both the owner and contractor, JOC provides responsive work at a fair price. RSMeans U. Reed Construction Data Page 49 of 1588 ATTACHMENT C VERTICAL CONSTRUCTION Request for OuNifications (RFO) 1 2023-096-KB Job Ordar Contracting t'JOC"1 For Ehu Dan Eat@M NWWAWP V fHllalap 6111111191111 Horizontal. Vertical, SeawalllCoastol Construction ol+..» 6raMrw MM.. Odl/w.:aa/a. r NaRa1Y G/Yr.. .Mu�lw Ma.l Team Contractor Inc-'_ % - 0 - _ 95 - - 2 99 0 99 1 go.. .-- 0 -- - 99 9 Harbour Construction Irn. I 97 � _ 0 j 97 1 � 99 � 0 98 1 99 0 98 Lea Construction Group In h 95 1 0 95 2 . 96 0 98 l 3 93 0 93 H A Coraradahg Corp 94 , 0 94 4 93 0 93 5 95 0 95 Undech Builders Corp. 84 0 84 7 95 0 95 �4, 90 0 90 F H Paschen 92 1 0 �. 92 . 5, 91 0 91 7 i 97 0 97 Carrion Consumf,on Co 92 , 0 92 5 93 0 93 5 90 0 90 Florida Palm Cons chon 1- 83 0 } 83 8 89 0 89 0 88 , 0 88 nvpwr Carryon Construction Co VW�Y aW� 0 F H Paschen 0 Fonda Palm Construcbon Inc 0 :H A Cornradmg Corp -$ 0 _ Harbour Constmchon Inc 0 , Lee Construchon Group Inc 0 Team Contrecmg Inc 0 i U lech Builders Corp 0 1! c Pablo Gomel rc oualloanve Ouanotab- 96 0 2 97 0 5 95 0 4 82 0 8 91 0 3 78 0 8 82 0 8 ' Be 0 Matthew LaPera .a.wl o,.utaw. 1_a,.rnwn.a 97 2 14 0 95 3 79 0 E7 6 e1 0 91_ 4 is 0 7e a 79 0 82 6 71 0 es a 76 0 Y Low Y c ABBngaU c a^, T.W. SulM0Y1. 1 88 1 8 74 — 7 13 2 79 3 1e 3 111 �- 2 _ 21 4 7e a 2e 5 7e 4 27 -30 6 71 S 7 76 _ _ a 34 j 6 I Request for Qualifications (RFQ) 1ontr096 KS Job Order Contracting ("JOC'q For EllralalA iaMawa Honcontal. Vertical. SeawalllCoastal Construction Oua1Gtive Oa Mfbtlw �� Ar E +an Contractors I t- tC - , _ 97 �. Harbour onrortrta<Aion Inc 94 0 _ 94 t Devd Mancini Sons Inc as 0 L In __ 0 _ L ee Construction Group ins,. 94_..9, _... _ 1 Unnech BGld"Cap. - — ..—._—...—._. 84 n ; _ N...._ 10 L.anio The Sloul Group LLC f H Paschen 90 97 89 0 0 so _ p _♦ A JCI Irnernehonal lnc — _80 }. 0 -- _ b _ 0 Canyon O°. --=-P='---- ' ass, Ami d Enginaaftoq 6adws LLbz- t.arlVOn COIMfualion Comp. Devd Maicau Solis Inc, F H Paschen _ Harbour Construction Mr. JC l Inter nalim,al Inc. Lanzo 1.ee Ca,s1-1— Group Inc___, The Stout Group, LLC Undech BGdders Core ATTACHMENTC HORRONTAL CONSTRUCTION Herman Fung Francisco Garcia Pa.. 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