The 7 Basic Steps of Job Order Contract Program Implementation

The 7 basic steps involved in Job Order Contract Program implementation include;

  1. Strategic evaluation of objectives, goals, and appropriateness
  2. Development of an acquisition/procurement approach
  3. Facility management/engineering/technical planning
  4. JOC procurement/award process
  5. Work execution and contract administration
  6. Monitoring
  7. Ongoing training/improvement

For independent, objective, and best value Training, Education, & Tools, visit http://www.4BT.US

The 7 basic steps of job order contract program implementation


Top 10 Lean Construction Basics


The application of LEAN to construction is a focus upon best value for all project participants.   The core aspects of LEAN have been deployed for decades through collaborative construction delivery methods such as Integrated Project Delivery – IPD (for major new construction) and Job Order Contracting – JOC (for renovation, repair, maintenance, sustainability, and minor new construction).

Core Aspects of LEAN Construction

  1. Collaboration
  2. Best value procurement and execution
  3. Shared risk/reward
  4. Continuous improvement
  5. Key performance indicators – KPIs
  6. Mutual respect
  7. Ongoing education and training
  8. Common terms, definitions, and data architectures
  9. Technology that supports rather than dictates process
  10. Focus upon outcomes

top 10 lean construction delivery basics

LEAN construction requires new ways of interacting on a day to day basis.  For some, the required changes in culture, workflows, and general dynamics are difficult to achieve.

Owners must lead the LEAN construction process and do so without excessive management and control.  In order to lead, however, owners must first grasp and become “LEAN competent”.

The shift to LEAN construction is  virtually required in order to improved productivity, quality and to reduce economic and environment waste.

While some will argue that “Every situation is unique” and there is no standard application of LEAN, core characteristics are and requirements for LEAN do exist.   In short, consistency in process deployment is critical and can easily live within an environment of continuous improvement.  LEAN processes are built to adapt based upon the competency and communication of participants.

Job Order Contracting Education, Training, & Certification

Job Order Contracting Education, Training, & Certification


As a LEAN construction delivery methods, Job Order Contracting – JOC, requires continuous education, training, and improvement.  It is important to receive this training and education from professionals with a solid background in asset life-cycle management as well as job order contracting.  This is a limited group of individuals indeed.

OpenJOC win-win

Our team and business partners provide access to this select group of talent.   So, if you have a job order contract and are looking to improve it and/or assure it’s in conformance, or would like to implement or work on a job order contract, give us a call before making any decisions with respect to training, education, or certification.

We are here to help you, and go the extra mile to assure Job Order Contracting is implemented using best management practices.  We are unbiased, objective, and can serve Owners, Contractors, Subcontractors, and Oversight Groups.

We will be happy to tailor a series of courses that progressively cover a range of Job Order Contracting and  Lean Construction topics including:

  • Job  Order Contract Development
  • Job Unit Price Line Estimating
  • Introductory and Advanced
  • How to Develop a JOC Coefficient
  • Job Order Contract Execution / Operations Manual Development
  • Marketing a JOC Program
  • How to Create a JOC RFI/RFP
  • How to Evaluate JOC Contractors
  • Auditing a JOC Program
  • Management by Outcomes
  • Best Value Procurement
  • Owner/Contractor Negotiations
  • How to Create an Owner / Independent Government Estimate
  • Problem-solving principles and Tools
  • Introduction to LEAN Construction Delivery

Courses available on-site or on-line.

Contact – 508.435.3096



Check Your Job Order Contracting Knowledge

Test your Job Order Contracting I.Q.

job order contracting

What is the goal of Job Order Contracting (JOC) ?

What are the primary benefits of JOC to an Owner?

What are the primary benefit of JOC to an Owner?

Where are the JOC responsibilities, deliverables, and workflows defined?

What is the role of a JOC project manager?

What is the role of a JOC program manager?

Who requests a proposal for a JOC task order?

How many years and options years are there in a typical Job Order Contract?

Should a JOC consultant be paid a fee based upon construction volume, or otherwise benefit directly from construction volume..Yes? No?

What types of projects are appropriate for JOC?

What types of projects/task orders are typically prohibited from being procured via a Job Order Contract?

Who typically issues a notice to proceed (NTP) for a JOC task order?

Are JOC contracts unlimited in dollar value?

What percentage of NPP (non-pre-priced) line items can be used on an single JOC task order?

Can specific manufacturers and/or types of products be specified in a Unit Price Book?

Should training for all JOC participants be annual?

Are JOC coefficients of less than 0.80 are common?

What problem(s) can be be associated with a low coefficient?

Is it common to have Government furnished property or equipment on a JOC?

Are there bonding requirements for a JOC?

Do all JOCs require their own construction technical specifications?

Are bare costs generally used for a JOC?

Do owners need to create a statement of work for JOC task orders?

Is it common to allow a localization factor in addition to a coefficient on a JOC?

JOC selection best practices call for awards to be made to the lowest bidder…True/False?

JOC Owners don’t need to be concerned about capacity as Contractor and/or Consultants do all the work… True/False?

Drawings are rarely provided for JOC task orders… True/False?

A pre-construction meeting is important for approved JOC task orders… True/False?


The Life-cycle of a Job Order Contract

Job Order Contract Life-cycle


JOC is a LEAN collaborative construction delivery methods, and a form of Integrated Project Delivery – IPD.

The benefits of using JOC, such as reducing the total lead-time and cost for common construction, repair and renovation projects for  facilities and infrastructures, are achieved through the consistent application of proven best-management practices.

job order contract



A “Pre-proposal meeting” is held between the “JOC Program Manager” (PM), user/client, and contractor to generally define a work need.   The PM should should have a meeting sign-in sheet and meeting agenda. At the  Pre-Proposal Meeting, the  PM  should  set up a  date  for  the pre-construction “site visit”.

A designated form with an appropriate amount of information requesting JOC work is completed and forwarded to the “Contract Specialist”.

Proposal Request

The Contract Specialist drafts the a “JOC Request for Proposal” , assigned a project number, and obtains appropriate approvals and signatures

The Contract Specialist  e-mails a copy of the RFP to the contractor and other stakeholders, and adds the project/”task order” to the “Active” status.  The Contractor has a specified period of time to complete and forward a proposal/contractor estimate.  The time period may vary based upon the size of the job.

Joint Site Visit

The “Contract Specialist” in coordination with the PM sets up a joint site visit with the JOC Contractor to further defined project/”task order” requirements and establish are joint “scope of work” (SOW).

Contractor Estimate

The contractor prepares a detailed line item estimate using the JOC “unit price book” (UPB).  Drawings, typically in PDF format, are included.

Owner Estimate

An independent owner estimate may also be prepared for projects/task orders above a specified dollar threshold as specified in the Job Contract and/or associated regulations.  Generally an independent estimate is required for task orders equal to, or above, $100,000 to $150,000.  In the government section, this may be called an independent government estimate (IGE).

Coordinator review the preliminary Scope of Work. Once the client approves the Scope of Work in writing (e-mail is acceptable) the clock starts on preliminary pricing.

Proposal Review

Owner (PM, Contract Specialist) reviews the contractor proposal and compares it to Owner estimate if applicable.


Any changes made by the Owner ( PM/Contract Specialist) are returned to the Contractor and discussed accordingly.   The Contractor makes any necessary changes and returns the revised Proposal to the PM/Contract Specialist.   The Proposal is “Approved”, or the decision may be made to “Reject” it.  If Approved, the Proposal becomes “Final” and it is now “firm/fixed price”.  The approval is usually made by email per designated form and a
“Notice to Proceed” (NTP) issued to the approved Contractor.  Upon receipt of all forms and signatures, the task order is “fully executed”.

Job Start Meeting

This meeting officially hands over the job site to the contractor (contractor puts up their signs – the contractor “owns” the job site.  PM will schedule/establish Progress Meetings .

Job Start


Construction phase.  Weekly reports are generally required and submitted to the PM. Change order are typically rare with JOC, however, may result due to client requests, or unforeseen site conditions.  Generally the same procedures are followed as those for the RFP.  The Change Order is recorded per appropriate form is approved, per the associated   Change Order Proposal submitted by the contractor,  and if sufficient funds are in place.

Owner Sign Off

Upon completion of the project/task order, the contractor will notify the PM and request a final inspection.   The PM will schedule the Final Inspection with all requisite attendees and stakeholders.  If complete, the Contractor will return the job site to the client (demobilize).   If their are remaining items to be completed, a “punch list” is created by the PM.    Project close-out occurs upon sign off and contractor submission of any required final documents.  As built documents, warranty documentation, service manuals, and request for final payment are provided as appropriate.