HOW TO REVIEW A JOB ORDER CONTRACT TASK ORDER PROPOSAL
[Note: Many of the following items are supported by JOC automation software.]
1. Verify the proper coefficient is used and applied.
• The contracted coefficient is applied to the Unit Price line items only, including overtime calculations, unless otherwise specified.
2. Perform a math check on the Proposal Summary
• Math should be checked, and it is recommended to check all items, however, certainly high quantity and/or high value line items.
3. Review and check all overtime applications. This includes crew rates used and the specific application of what is being performed under O.T. The overtime coefficient is the same as the normal working time coefficient, unless otherwise allowed. Distinguish between overtime for off-hour labor vs. straight-time with a shift differential and/or as specified.
4. Check and review the line-item detail. Line items should clearly correspond to the scope of work and be categorized by the Construction Specifications Institute groups, typically MasterFormat 2004. The formulas cannot be changed or modified in the Unit Price Book.
5. Review and confirm quantities. Check the large quantities and the frequency of smaller quantities. Look for duplication. Confirm that inter-related line items have appropriate inter-relating quantities, e.g., conduit quantity vs. wire quantity.
6. Review and confirm qualifications / clarifications. Clarifications are important because they confirm or spell out unknowns. Verify how clarifications affect the pricing in the proposal or the scope of work.
7. Confirm the Job Order duration / final completion.
8. Review the non-pre-priced (NPP ) items. The goal is to keep non-pre-priced items to 10% or less of the overall estimate. Some proposals may exceed 10% due to specialized needs and/or requirements. All non-pre-priced line items should have a complete material and labor breakdown attached. Confirm that the non-pre-priced items are not in the current authorized Unit Price Book.
LEAN Construction Project Delivery Methods - Job Order Contracting, IPD, 5D BIM 