B2_DRAFT_03.1_Section_C_Statement_of_Work_JOC.pdf

JOC Statement of Work

Document Title: Job Order Contract Statement of Work Page 1 of 30

Revision History

Revision Date Released Description of Change

R0 July 31, 2026 Original Release

Document Approval:

Submitted by: Matt Christopher – Project Manager

• Content/Format • Requirements

Reviewer: Matt Mezzetta – SCM Construction and Projects

• General Procurement Provisions (as applicable)

Reviewer: Jenny Lisius – Associate Director, F&O Facilities Management and Planning

• Final Review • Authorization

Approver: Brendan Curran – Director, Facilities & Operations

• Final Authorization

DRAFT

Document Title: Job Order Contract Statement of Work Page 2 of 30

Table of Contents

Section 1: Introduction

1.1 Overview of SLAC National Accelerator Laboratory

1.2 Overview and Purpose of the SLAC Job Order Contract (JOC)

1.3 Project Location

Section 2: SLAC Job Order Contract (JOC) Statement of Work

2.1 Contract Overview

2.2 Applicable Codes, Regulations, and Standards

2.3 Work Types

2.3.1 Standard Work

2.3.2 Non-Standard Work

2.3.3 Minimal Design

Section 3: Contractor Personnel, Programs, Equipment, Materials, and Services

3.1 Personnel

3.1.1 Program Manager

3.1.2 Project Manager

3.1.3 Superintendent

3.1.4 Site Safety Health Officer (SSHO)

3.1.5 Quality Control Manager

3.1.6 Estimator

3.1.7 Sub-Contractors

3.1.8 Partnering

3.1.9 Professional/Technician/Craftsman Qualifications

3.1.10 Technical Competence

3.2 Programs

3.2.1 Quality Control Program

3.2.1.1 Quality Control Plan

3.2.1.2 “As-Built” Record Drawings

3.2.1.3 Materials Documentation

3.2.1.4 Authority Having Jurisdiction

3.2.1.5 Construction Drawings

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3.2.2 Health and Safety Programs

3.2.3 Security Programs

3.2.3.1 Security Requirements

3.2.3.2 Facility Access

3.2.3.3 Restricted or Controlled Access Areas

3.2.4 Equipment, Materials, and Training Services

Section 4: Ordering Procedures

4.1 General

4.2 Finalizing the Requirement’s Detailed Scope of Work

4.3 Preparing the Task Order Proposal

4.4 Government Review of Task Order Proposals

4.5 Issuance of the Task Order

4.6 Emergency Task Orders

4.7 Verbal Orders

4.8 Modifications

4.9 Annual Issuance of the Construction Task Catalog

Section 5: Gordian JOC System

5.1 Contractor Responsibility

5.2 Online Subscriptions and Software

5.3 Training

Section 6: Pre-Construction Conference and Performance of Work

6.1 Pre-Construction Activities

6.2 Construction Activities

6.3 Pre-Construction Submittals

6.4 Project Schedules

6.5 Utility Outages and Impact to Operations

6.6 Progress Meetings

Section 7: Warranty

7.1 Warranty on Contractor Workmanship

7.2 Manufacturer Warranty

Section 8: Appendices

Document Title: Job Order Contract Statement of Work Page 4 of 30

Section 1: Introduction

1.1 Overview of SLAC National Accelerator Laboratory

The SLAC National Accelerator Laboratory (SLAC) is operated by Stanford University as a contractor for the United States Department of Energy (DOE) Office of Science (SC). SLAC supports a large national and international community of scientific users performing cutting-edge research in support of the DOE mission. The success of that mission is directly coupled to the general-purpose infrastructure necessary to conduct this research.

For additional information about SLAC and our science mission, please refer to our online resources1.

1.2 Overview and Purpose of the SLAC Job Order Contract (JOC)

SLAC has a requirement for Job Order Contract (JOC) services to support construction, alteration, and repair of scientific, industrial, office, civil, utility projects, and minimal design on the SLAC campus. SLAC also has a need for project management, planning, estimating, labor, transportation, materials, equipment, tools, supervision, and other associated tasks necessary to fulfill the construction requirements of each JOC Task Order.

1.3 Project Location

1 SLAC Overview: https://www6.slac.stanford.edu/about/slac-overview SLAC Fact Sheets: https://www6.slac.stanford.edu/about/fact-sheets SLAC Virtual Tour: https://www6.slac.stanford.edu/virtual-tour

Document Title: Job Order Contract Statement of Work Page 5 of 30

Section 2: SLAC Job Order Contract (JOC) Statement of Work

2.1 Contract Overview

The Contract Documents include a Construction Task Catalog® containing Prepriced Tasks for construction work with preset Unit Prices. All Unit Prices are based on local labor, material and equipment costs and are for the direct cost of construction.

Bidders will bid two Coefficients to be applied to the Unit Prices. One Coefficient for performing work during Standard Working Hours and a second Coefficient for performing work during Non- Standard Working Hours. The same two Coefficients apply to every Prepriced Task in the Construction Task Catalog®. Bidders will also bid a Non-Prepriced Coefficient to be applied to Non-Prepriced Work. Bidder should consider including the Gordian System License fees when determining the Coefficients for bid submission.

This contract will provide for a one (1) year Base Period and up to four (4) Option Periods. All Task Orders issued during any term of this Contract shall be valid and in effect notwithstanding that the Detailed Scope of Work may be performed, payments may be made, and the guarantee period may continue, after such period has expired. All terms and conditions of the Contract apply to each Task Order.

As Projects are assigned, the Contractor will attend a Joint Scope Meeting with SLAC to review and discuss the proposed work. SLAC will prepare a Detailed Scope of Work and issue a Task Order Request for Proposal to the Contractor. The Contractor will then prepare a Task Order Proposal including a Price Proposal, construction schedule, list of proposed subcontractors, and other requested documentation.

The value of the Price Proposal shall be determined by summing the total of the following calculation for each Prepriced Task: Unit Price x quantity x Coefficient, plus the value of all Non- Prepriced Tasks. The Task Order Price shall equal the value of the approved Price Proposal.

If the Task Order Proposal is found to be complete and accurate, SLAC may issue a Task Order to the Contractor.

A Task Order will reference the Detailed Scope of Work and set forth the Task Order Completion Time and the Task Order Price. The Contractor will be paid the Task Order Price for completing the Detailed Scope of Work within the Task Order Completion Time.

Extra work, credits, and deletions will be contained in a Supplemental Task Order.

2.2 Applicable Codes, Regulations, and Standards

See Table 1 below for a list of currently adopted codes and standards at SLAC. If there is a conflict between the codes and/or regulations and these contract specifications, the most stringent requirements shall govern at all times. The Contractor shall maintain a copy of each of these documents available for use during the term of this contract.

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Document Title: Job Order Contract Statement of Work Page 7 of 30

Table 1 – Codes and Standards Adopted by SLAC – Effective Jan 1, 2026

BIO Adopted Code and Standards Edition

DOE Order 420.1C, Facility Safety, Attachment II, Facility Safety Requirements, Chapter 2, Fire Protection Safety

Chg. 3 (Ltd. Chg.)

(11/14/2019)

DOE Standard 1066-2016, Fire Protection 2016

California Building Code and Appendix J 2025

California Existing Building Code 2025

California Plumbing Code 2025

California Mechanical Code 2025

Architectural Barriers Act Accessibility Guidelines (ABA), Section 504 of the Rehabilitation Act of 1973, where applicable, Chapter 11 of CBC, 2010 ADA Standards for Accessible Design.

2010 ADA, ABA, and CBC Chapter 11

California Energy Code (aka T24 Energy standards) 2025

California Green Building Code 2025

California Electrical Code (see table note 5) 2025

NFPA 70, National Electric Code 2026

NFPA 70E, Electrical Safety in the Workplace 2026

California Wildland Urban Interface Code 2025

California Fire Code 2025

NFPA 1, Fire Code 2024

NPFA 101, Life Safety Code 2024

All Other NFPA Standards Concerning Fire Protection and Emergency Management (table note 2). Does not include

NFPA 70B

Most recent published edition, up to 2023

Subset of Title 8 (Cal/OSHA Regulations), as per ESH Manual Chapters

Current

Document Title: Job Order Contract Statement of Work Page 8 of 30

SLAC ESH Manual, with referenced standards 3,4 Current

SLAC-1-720-0A24E-001 Seismic Design Specifications for Buildings, Structures, Equipment, And Systems

Current

Table 1 Notes:

1. As contractually adopted through SLAC 2021 Site Compliance Plan for Order 420.1C, Change 3. SLAC also operates directly under the legal requirements of 10CFR 851, as modified by the RWG contract.

2. NFPA Fire Protection and Emergency Management standards not listed above are applied as of January 1st of the year of the Edition, except for NFPA 5000 (NFPA Building Code), which is not adopted by SLAC.

3. Applicable standards cited in the SLAC ESH Manual are included in the review process.

4. Note that referenced standards cited in CBC Chapter 35 are used at SLAC in addition to the ones cited in the SLAC ESH Manual (and this document). Where conflicts arise, the SLAC reference takes precedence.

5. NEC is primary and the California Electrical Code is secondary. The most stringent requirement shall apply.

2.3 Work Types

2.3.1 Standard Work

Defined as the period from 6:00 a.m. to 6:00 p.m., Monday through Friday, excluding SLAC/Stanford holidays. All work shall be performed during this period unless otherwise authorized by the Subcontract Administrator (access to work sites may be restricted to this period due to laboratory requirements) and approved at least 48 hours in advance, or unless otherwise specified in the TO.

2.3.2 Non-Standard Work

Defined as the period outside of Standard Work. The nonstandard coefficient may be used to account for work on weekends and during non-standard hours only, and to accelerate a TO to include multiple shifts both during standard hours AND nonstandard hours. Only work specified by the Subcontract Administrator, prior to issuance of a TO, or subsequent modification that identifies work requiring non-standard work hours, shall be multiplied by the nonstandard coefficient.

2.3.3 Minimal Design

SLAC will require a conventional design developed up to 35% stage for renovation and repair projects (project dependent). If the design requires the services of a registered architect or engineer and if the SOW does not specifically require design services, it is outside the parameters of minimum design. The contractor is then responsible for submitting documentation that substantiates the proposed approach.

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SLAC shall only provide basic concept design, sketches, and/or drawing(s) information for a specific work requirement. The Contractor must demonstrate design capabilities of providing quality, cost effective minimal design for multiple TOs simultaneously, which shall comply with SLAC requirements and all applicable building codes and governing authorities. The Contractor will be provided with the SLAC initial concept design and SOW for each TO. The Contractor shall then be responsible for further development of the SLAC concept design to a point where the Contractor’s designs/drawings clearly indicate the proposed method of accomplishing the work, as well as the description, size, and location of all proposed elements of the work. The Contractor’s design must fully comply with the SLAC concept design requirements as well as all governing codes and standards. The Contractor is expected to use recognized industry standard practice in determining proposed design materials and methods unless SLAC specifies otherwise.

Conceptual design effort is defined as the capability to provide shop drawings and preliminary specifications of the type routinely developed in commercial practice and/or as provided and supplemented by industry such as pre-engineered building manufacturers, major heating ventilating and air conditioning (HVAC) equipment suppliers, fire suppression system suppliers, and the like.

Document Title: Job Order Contract Statement of Work Page 10 of 30

Section 3: Contractor Personnel, Programs, Equipment, Materials, and Services

The Contractor shall not employ persons for work on this contract if such employee is identified to the Contractor by the Subcontract Administrator as a potential threat to health, safety, security, general well-being, or scientific mission of the installation and its population. Where reading, understanding, and discussing safety and environmental warnings are an integral part of a contract employee's duties, that employee will be able to understand, read, write, and speak English (speaking skills are not required where a contractor employee is hearing impaired).

3.1 Personnel

3.1.1 Program Manager

Shall have a minimum of ten (10) years of construction related services and either superintendence or senior construction management experience. The Program Manager for the Job Order Contract shall have a minimum of five (5) years of experience managing or working on a Job Order Contract (or similar type of IDIQ, task order-based contract vehicle) and a positive past performance overseeing multiple projects of varying complexity with successful completion of those projects on time and within budget. The PM shall have the ability to commit the Contractor, respond to all the various types of service support for the JOC and not delay proposal responses to SLAC. The Program Manager shall coordinate all Contractor personnel and Tasks and facilitate any required conflict resolution measures.

3.1.2 Project Manager

The PM shall have minimum of five (5) years of experience in job order contract type tasks (or similar type of IDIQ, task order based contract vehicle), handle multiple job orders at the same time, maintain cost, schedule, and risk levels in accordance with industry and SLAC standards. The PM shall have some project management training with and be ready to stand in for the Program Manager for short periods of time not to exceed two (2) weeks.

Individuals with certifications (such as Project Management Professional and Licensed Professional Engineer) would receive greater preference in conjunction with relevant prior work experience.

The Project Manager (PM) shall respond to a standard task order request within forty-eight

(48) hours and within two (2) hours for an emergency task order request.

The Project Manager shall be dedicated full-time on-site during core business hours.

3.1.3 Superintendent

Superintendent shall have minimum of five (5) years of experience in job order contract type tasks (or similar type of IDIQ, task order based contract vehicle), handle multiple job orders

Document Title: Job Order Contract Statement of Work Page 11 of 30 at the same time, and maintain cost, schedule, and risk levels in accordance with industry and Governmental standards. The Superintendent shall be experienced in multi-skill trade integration for project completion and communicate project status to the PM and SLAC. The superintendent cannot act in the role of the Quality Control Manager.

3.1.4 Site Safety Health Officer (SSHO)

As outlined in US Army Corps of Engineers Safety and Health Requirements Manual (EM 385- 1-1, 2014) the Site Safety Health Officer shall:

Be a full-time responsibility. The SSHO shall be present at the project site, located so they have full mobility and reasonable access to all major work operations during the shift.

Report to a senior project (or corporate) official.

The SSHO, at a minimum, must produce a copy of their instructor-signed OSHA 30-hour training card (or course completion if within 90 days of having completed the training and card has not yet been issued). In addition, the SSHO is also required to have proof of employment for:

Five (5) years of continuous construction industry safety experience in supervising/managing general construction (managing safety programs or processes or conducting hazard analyses and developing controls), or

Five (5) years of continuous general industry safety experience in supervising/managing general industry (managing safety programs or processes or conducting hazard analyses and developing controls), or

If the SSHO has a Third-Party, Nationally Accredited (ANSI or National Commission for Certifying Agencies - NCCA) SOH-related certification, only 4 years of experience is needed.

The SSHO shall maintain competency through having taken 8 hours of documented formal, online, or self-study safety and health related coursework every year. Examples of continuing education activities that meet this requirement are writing an article, teaching a class, reading/writing professional articles, attendance/participation in professional societies/meetings, etc. For projects with multiple shifts, an Alternate SSHO as identified in the AHA will be assigned to insure SSHO coverage for the project at all times work activities are conducted. (Note: The Alternate SSHO must meet the same requirements and assume the responsibilities of the project SSHO.)

If the SSHO is off-site for a period longer than 24 hours, an Alternate SSHO shall be provided and shall fulfill the same roles and responsibilities as the primary SSHO. When the SSHO is temporarily (up to 24 hours) off-site, a Designated Representative (DR), as identified in the AHA may be used in lieu of an Alternate SSHO and shall be on the project

Document Title: Job Order Contract Statement of Work Page 12 of 30 site at all times when work is being performed. (Note: DRs are collateral duty safety personnel, with safety duties in addition to their full-time occupation.)

The Contractor’s project management team, with the assistance of the SSHO, is responsible for managing, communicating, implementing, and enforcing compliance with the Contractor's Accident Prevention Program (APP) and other accepted safety and health submittals.

The SSHO is responsible for the daily inspection of the jobsite to identify key issues that may affect the safety of the contractors and SLAC employees. These duties are to include drafting of a safety plan for the project, daily meetings prior to work beginning (“toolbox” meetings), unscheduled inspections of the job site to ensure safety standards are being followed, and review of daily logs documenting compliance with OSHA and other governing laws and regulations.

3.1.5 Quality Control Manager

The Contractor shall provide a Quality Control Manager (QCM) to provide quality control during active task orders. The QCM shall perform a minimum of twice daily site visits to each active project site to ensure full compliance with all safety requirements, verification that work and materials in place and stored on site are in accordance with the approved construction drawings, shop drawings, and material submittals. The QCM shall submit daily filed notes recording activities at each project site, prepare and coordinate material submittal sheets and shop drawing submittals, and prepare quality control reports.

3.1.6 Estimator

The Estimator shall have a minimum of five (5) years of experience with three (3) years of Job Order Contract estimating (or similar type of IDIQ, task order based estimating). It is a requirement that the estimator must sign off on all Gordian JOC Solution CTC proposals prior to review by SLAC.

3.1.7 Sub-Contractors

The PM shall have the ability to manage and control multiple subcontractors at multiple work sites. The Contractor shall schedule all jobs and adequately man all construction sites to ensure all projects are completed as rapidly as possible and that no site is left idle for more than seven calendar days. The PM shall provide to the Subcontract Administrator a completed Statement of Prime Contractor (SF1413) within seven calendar days after any subcontractor award regardless of tier (IAW FAR 52-222-11). Subcontractors shall be selected from within a 50-mile radius of the SLAC campus. If the required subcontracting trade/specialty is not able to be obtained within the 50-mile radius the contractor shall locate and submit to SLAC a subcontractor for approval.

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3.1.8 Partnering

To accomplish this contract most effectively, SLAC requests the formation of a cohesive partnership with the Contractor and its subcontractors. The partnership will draw on the strength of each organization/subcontractor to achieve a quality project done right the first time, within the budget, on schedule, and without any safety mishaps. Formal contractor and sub-contractor partnering sessions are required to foster this partnership with SLAC. The contractor shall have agreements with subcontractors that all proposals will be developed using the Gordian JOC Solution CTC. Subcontractors will have the ability to access the Gordian JOC Solution CTC and submit their task lines to the contractor for use in the contractor’s proposal to SLAC.

3.1.9 Professional/Technician/Craftsman Qualifications

The PM shall ensure all employees, to include sub-contractor employees have valid licensing/certifications to accomplish applicable contract requirements before starting work under this contract, and are in compliance with all federal, state, and local regulations and environmental requirements or laws, and are qualified, competent, and capable of handling all assigned tasks.

3.1.10 Technical Competence

All Project Managers, Quality Control Managers and Project Superintendents shall have the minimum years of experience performing in that function as stated above, and all nonprofessional and/or technician project managers shall have relevant experience in the discipline they are designing.

3.2 Programs

3.2.1 Quality Control Program

All labor, equipment, materials, and rentals/fees required to provide the Quality Control Program shall be at no additional cost to SLAC and is considered field overhead, therefore part of the Contractor’s coefficient.

3.2.1.1 Quality Control Plan

In compliance with the contract clause entitled "Inspection of Services" (FAR Clause 52.246-4), the Contractor shall provide a Quality Control Plan (QCP) with their proposal. The QCP shall become a compliance document for all work accomplished under all TOs. Any subsequent modifications shall be submitted to the Subcontract Administrator for acceptance before implementation. The plan shall include:

Inspection System. A description of the inspection system that covers all tasks and services required to perform work on each TO. The description

Document Title: Job Order Contract Statement of Work Page 14 of 30 shall include specifics as to the areas to be inspected on a scheduled and unscheduled basis, frequency of inspections, submission of a quality control inspection schedule, and the title and organizational placement of the inspectors. Additionally, control procedures for any SLAC provided keys or lock combinations shall be included.

Identification/Prevention Methods. A description of the methods to be used for identifying discrepancies, eliminating negative trends, and preventing defects in the quality of work performed.

Documentation. A description of the records kept to document inspections and corrective, or preventive actions taken. The records of inspections shall be maintained and made available to SLAC throughout the contract performance period and for the period after contract completion until final settlement of any claims under this contract. As a minimum, daily superintendent production reports and all QCM inspections must be performed and documented within the system of record. Copies of inspection reports and daily reports for all active projects shall be supplied to the Subcontract Administrator and SLAC Project Team on a weekly basis.

3.2.1.2 “As-Built” Record Drawings

The Contractor shall maintain “as-built” record drawings during the progress of the job to serve as a record of all changes and corrections from the original layout on the drawings. Locations of all sub-surface utility lines shall be detailed on the record drawings. In order that all buried or hidden items may be determined in the future, the drawings shall show their location using offset dimensions to two permanent fixtures or landmarks. This marking method shall be used to locate the end of each run and all changes in direction. Valves, splice boxes, and similar appurtenances shall be located by dimensioning along the utility run from a known reference point. The average depth of the item shall be recorded.

Final “As-Built” record drawings shall be stored in the system of record and submitted to the Subcontract Administrator and SLAC Project Team electronically upon project completion. Failure to maintain record drawings may result in retention from progress payments, and notation on the performance evaluation of record. Shop drawings shall be submitted for projects (particularly fire alarms/sprinkler plans) with a “red marked” version to be submitted to the SLAC Project Team for final approval.

The contractor shall produce/modify BIM model as-builts to reflect changes for facilities that have BIM as-built models.

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3.2.1.3 Materials Documentation

The Contractor shall provide materials lists to include trade names, brand names, model number, and ratings (if appropriate) for all materials necessary for a complete job. Material submittals shall be provided for all proposed materials in the form of cut sheets. No materials shall be installed without prior written approval of the Subcontract Administrator or the SLAC Project Team. Any materials installed without prior approval shall be removed and replaced at no cost to SLAC if they are deemed unacceptable. All O&M manuals and product warranty information shall be delivered to the SLAC Project Team electronically at the completion of each individual TO.

3.2.1.4 Authority Having Jurisdiction

The Contractor shall follow the “Authority Having Jurisdiction” (AHJ) when executing work under this contract. For SLAC, the AHJ is the Building Inspection Office (BIO). Project designs shall be submitted for BIO review at least 15 business days before TO approval.

The contractor shall ensure design and construction within existing SLAC facilities is in compliance with the most recent published version of the SLAC Space Standards Policy and applicable BIO-referenced codes and standards (see Section 2.2).

3.2.1.5 Construction Drawings

The contractor shall have at least one (1) hardcopy full set of applicable design documentation on the project site while work is being performed. The size shall be no less than Arch D (24”x36”).

3.2.2 Health and Safety Programs

All labor, equipment, materials, and rentals/fees required to provide the Health and Safety Programs shall be at no additional cost to SLAC and is considered field overhead, therefore part of the Contractor’s coefficient.

Safety is the priority for all work conducted at SLAC. SLAC’s goal is ZERO INCIDENTS. The Subcontractor and each sub-tier subcontractor’s line management are expected to promote and model this concept and develop, implement, and enforce a safety and health program that will result in a safe work environment. Safety is not to be compromised for production and shall be considered an integral part of the work planning process.

All work performed by the Subcontractor and its Sub-Subcontractors shall be in accordance with the applicable Federal, state, and local environmental laws, codes, standards, and regulations. Additionally, the Subcontractor and all sub-tier subcontractors shall perform all

Document Title: Job Order Contract Statement of Work Page 16 of 30 work under this contract in accordance with Chapter 42 of SLAC’s ES&H Manual, this SOW, and provisions within the Division 01 specifications. Refer to the terms and conditions of this subcontract, and the Division 01 specifications for additional details.

As noted in Specification 01 35 23 – Owner Safety Requirements, the Subcontractor shall incorporate the SLAC Construction Safety Requirements Manual (CSRM) into all work activities conducted at SLAC. Furthermore, the Subcontractor shall flow down the CSRM requirements to all levels of sub-tier subcontractors under this subcontract.

3.2.3 Security Programs

All labor, equipment, materials, and rentals/fees required to provide the Health and Safety Programs shall be at no additional cost to SLAC and is considered field overhead, therefore part of the Contractor’s coefficient.

3.2.3.1 Security Requirements

The Contractor shall coordinate site access with SLAC Security for each visit and submit personnel badging requests in accordance with current procedures per SLAC badging requirements.

3.2.3.2 Facility Access

Access to SLAC facilities and the job site will be granted only where such access is clearly consistent with the mission and responsibilities of SLAC. If for any reason a contractor or subcontractor employee is denied access, SLAC shall not be held liable for any expense in the replacement of the denied individual or any cost incurred by the contractor or subcontractor as a result of such denial.

3.2.3.3 Restricted or Controlled Access Areas

All contract employees, including subcontractor employees who are not in possession of the appropriate training or access privileges, will be escorted in restricted or controlled access areas. Contractor shall coordinate with the SLAC Project Team and SLAC security office for access.

3.2.4 Equipment, Materials, and Training Services

All labor, equipment, materials, and rentals/fees for contractor-required and contractor-provided items shall be at no additional cost to SLAC and considered field overhead, therefore part of the Contractor’s coefficient. The contractor shall maintain, throughout the life of the contract for its own operations, all equipment, phone, and e-mail service in sufficient quantity for its staff to comply with the contract requirements.

All labor, equipment, rentals, etc., identified through the Construction Task Catalog or through non-prepriced line items in support of specific task order scope shall be priced separately.

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Section 4: Ordering Procedures

4.1 General

As the need arises for performance under the terms of this contract, the Subcontract Administrator or SLAC Project Team will notify the Contractor of the requirement and conduct a joint scope meeting in which SLAC will provide a basic scope of work and any relevant drawings. Within two (2) working days of the Joint Scope Meeting, the Contractor shall establish verbal contact with the Subcontract Administrator or SLAC Project Team to further define the final detailed scope of work.

The Contractor does not have the right to refuse to perform any Project, Pre-priced Task, or Non-Pre-priced Task.

The Contractor shall attend the Joint Scope Meeting and discuss, at a minimum, the following items:

a. The work to be performed

b. Presence of hazardous materials or conditions

c. Required permits

d. Long lead time materials

e. Protocol for workers entering the site

f. Staging area and areas that are off-limits

g. Subcontracting goals (if applicable)

h. Construction schedule and work hours - with critical milestones and phasing requirements

i. Controlled inspections, testing requirements

j. Value Engineering suggestions

k. Organization of Price Proposal - by location, by corner, etc.

l. Due Date for Detailed Scope of Work and for Task Order Proposal

4.2 Finalizing the Requirement’s Detailed Scope of Work

After the Joint Scope Meeting, SLAC or contractor if directed by the Subcontract Administrator or SLAC Project Team will prepare a draft Detailed Scope of Work for the requirement which will reference any drawings, specifications, sketches, photographs, and other documents required to accurately describe the work to be performed. When an acceptable Detailed Scope of Work has been prepared, SLAC will issue a Task Order Request for Proposal (TORFP) that will require the Contractor to prepare a Task Order Proposal. The Detailed Scope of Work, unless modified by both the Contractor and SLAC, will be the basis on which the Contractor will develop its Task Order Proposal and SLAC will evaluate the same.

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SLAC may, at its option, include quantities in the Detailed Scope of Work if it helps to define the Detailed Scope of Work. If the actual quantities required are not known, cannot be determined, or cannot be agreed to at the time the Detailed Scope of Work is prepared, SLAC shall issue a Supplemental Task Order adjusting the quantities appearing in the Detailed Scope of Work to the actual quantities.

If the Contractor requires additional information to clarify the Detailed Scope of Work before preparing the Task Order Proposal, the Contractor will make such request quickly so that the Task Order Proposal can be submitted on time.

4.3 Preparing the Task Order Proposal

The Contractor will prepare a Task Order Proposal including:

a. Price Proposal

b. Support Documentation for Non-Prepriced Tasks

c. Construction Schedule

d. List of Subcontractors; and

e. Other requested documents

The Contractor will prepare Task Order Price Proposals in accordance with the following:

Prepriced Tasks:

The Contractor shall select the appropriate Pre-priced Tasks, enter the accurate quantities, and select the appropriate Coefficients to be used for each such Prepriced Task. The Contractor shall use the Coefficients in effect on the date the Price Proposal is due, even though the Task Order may be issued after the Coefficients have been updated.

Non-Prepriced Tasks:

The final price submitted for Non-Pre-Priced Tasks shall be according to the following formula:

Total for Non-Prepriced Tasks x the Non-Prepriced Coefficient

The Contractor must submit three independent quotes for the work. If three quotes are not available, less than three may be approved at the discretion of SLAC upon the submission of a Letter of Justification from the Contractor to SLAC.

Information submitted in support of Non-Prepriced Tasks shall include, but not be limited to, the following:

Catalog cuts, specifications, technical data, drawings, or other information as required to evaluate the task.

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The Contractor shall not submit a quote or bid from any supplier or subcontractor that the Contractor is not prepared to use. SLAC may require additional quotes and bids if the suppliers or subcontractors are not acceptable or if the prices are not reasonable. If three quotes or bids cannot be obtained, the Contractor will provide the reason in writing for SLAC’s approval. If approved, less than three quotes or bids will be allowed.

After a Non-Prepriced Task has been approved by SLAC, the Unit Price for such task will be established, following approval by SLAC, and fixed as a permanent Non- Prepriced Task which will no longer require price justification.

SLAC’s determination as to whether a task is a Pre-priced Task or a Non-Prepriced Task shall be final, binding and conclusive as to the Contractor.

SLAC reserves the right to request the Contractor provide current quotes for any Non- Prepriced Task approved previously.

The value of the Price Proposal shall be calculated by summing the total of the calculations for each Pre-priced Task (Unit Price x Quantity x Coefficients) plus the value of all Non-Prepriced Tasks.

Whenever, because of trade jurisdiction rules or small quantities, the cost of a Pre-priced Task is less than the actual cost of the labor and material to perform such Pre-priced Task, SLAC may permit the Contractor to be paid for such Pre-priced Task as a Non-Prepriced Task or use Pre-priced Tasks for labor and the material component pricing of the Pre-priced Task to cover the actual costs incurred. Provided, however, that there is no other work for that trade on the Project or the other work for that trade cannot be scheduled at the same time and the actual cost does not exceed $1,000.

Contractor shall make the necessary arrangements for and obtain all filings and permits required to perform the Detailed Scope of Work, including the preparation of all drawings, sketches, calculations and other documents and information that may be required therefor.

The Contractor shall provide incidental engineering and architectural services required in connection with a particular Task Order including drawings and information required for filing.

Incidental engineering and architectural services do not include stamped drawings, or assignments which consist of more than 4 hours of a professional’s time.

The Contractor's Task Order Proposal shall be submitted by the date set forth in the Request for Task Order Proposal.

The amount of time allowed for the Contractor to prepare the Task Order Proposal will depend on the complexity of the Detailed Scope of Work and on the date by which SLAC requires the Detailed Scope of Work to be completed. Generally, the Contractor will be allowed between three (3) and twenty (20) working days to prepare the Task Order Proposal. For complex Projects or Projects requiring engineering and architectural services to be completed before a Task Order Proposal can be prepared, the amount of time allowed will be increased.

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If the Contractor requires clarifications or additional information regarding the Detailed Scope of work in order to prepare the Task Order Proposal, the request must be submitted so that the submittal of the Task Order Proposal is not delayed.

4.4 Government Review of Task Order Proposals

SLAC will review the Task Order Proposal. All incomplete Task Order Proposals shall be rejected. SLAC will review the Price Proposal to determine the accuracy of the Pre-priced Tasks, quantities, Coefficients, and Non-Pre-priced Tasks.

The Contractor may choose the means and methods of construction. Provided, however, SLAC may reject any means and methods proposed by the Contractor that:

a. Will constitute or create a hazard to persons or property.

b. Will not produce the Detailed Scope of Work in accordance with the terms of the Contract; or

c. Unnecessarily increases the Task Order Price when alternative means and methods are available.

By submitting a Task Order Proposal to SLAC, the Contractor is offering to complete the Detailed Scope of Work within the proposed construction schedule for the value of the Price Proposal.

It is the Contractor's responsibility to include the necessary Prepriced Tasks and Non-Prepriced Tasks, accurate quantities, and correct Coefficients in the Price Proposal prior to delivering it to

SLAC.

4.5 Issuance of the Task Order

If the Task Order Proposal is found to be complete and accurate, SLAC may issue a Task Order to the Contractor. The Task Order signed by SLAC, accompanied by the purchase order, and delivered to the Contractor constitutes SLAC's acceptance of the Contractor's Task Order Proposal.

A Task Order will reference the Detailed Scope of Work and set forth the Task Order Completion Time and the Task Order Price. Each Task Order will include the following information:

a. Date of the Delivery Order

b. Contract number and delivery order number

c. Approved Price Proposal of Prepriced and Non-Prepriced Tasks.

d. Delivery order price and delivery or performance date

e. Accounting and appropriation data, if any required

f. Liquidated damages if any

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g. Any Performance Work Statement, drawings, or other pertinent data

h. SLAC-Furnished Property, if applicable

The Task Order Price shall be the value of the approved Price Proposal. All clauses of this Contract shall apply to each Task Order. The Contractor will be paid the Task Order Price for completing the Detailed Scope of Work within the Task Order Completion Time.

SLAC, without invalidating the Task Order, may order changes in the Detailed Scope of Work by adding to, changing, or deleting from the Detailed Scope of Work, by issuing a Supplemental Task Order. All Supplemental Task Orders shall be developed in accordance with these procedures.

SLAC may decide not to issue a Task Order under development, may decide to cancel a Task Order or any portion of a Task Order, or cancel a Project or any portion of a Project, for any reason. In such case, the Contractor shall not recover any costs arising out of or related to the development of the Task Order including but not limited to attending the Joint Scope Meeting, preparing or reviewing the Detailed Scope of Work, preparing a Task Order Proposal (including incidental architectural and engineering services), subcontractor costs, or reviewing the Task Order Proposal with SLAC. SLAC may perform such work by other means.

4.6 Emergency Task Orders

An emergency TO is defined as a requirement that involves the risk of life or limb and/or extreme financial loss to SLAC. Emergency TOs will be entitled “Emergency Job Order Request”. The Contractor shall respond to emergency TOs within two (2) hours. Under emergency conditions, the Subcontract Administrator may issue a non-definitive (lacking definitive tasks or quantities) Undefinitized not to exceed (NTE) TO in accordance with FAR 16.603-2 which directs the Contractor upon issuance of the order to proceed with work immediately and accept the Undefinitized NTE Task Order in accordance with FAR 52.216-23.

These orders will specify the work as non-definitive and a verbal Notice to Proceed (NTP) will contain a maximum NTE dollar amount with a maximum value of 50% of the estimated value and authorized in accordance with FAR 52.216-24, against which the Contractor can submit invoices, during contract performance until the contract has been definitized. The Contractor may be provided an immediate verbal NTP by the Subcontract Administrator without the formal issuance of an emergency TO. Work directed under verbal orders are restricted to reduce the immediate safety risk, dangerous situation, or another emergency and followed up with the issuance of a Undefinitized NTE TO within 24 hours. Only the Subcontract Administrator can issue an emergency TO verbal NTP without a signed award.

Within two (2) days from the NTP of the Emergency TO, the SLAC Project Team will conduct a joint scoping meeting with the Contractor as per Section C.4 to further identify the work and establish TO requirements. Following SLAC acceptance of the detailed scope of work, the Contractor shall prepare and submit a proposal.

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All TOs will be definitized within 60 days in accordance with FAR 16.603-2 and FAR 52.216-25 in which a defined price based on predetermined tasks and quantities are agreed too between both parties. The final price will be determined through negotiations between the Subcontract Administrator, SLAC Project Team, and the Contractor to identify pre-priced and non-prepriced tasks.

SLAC will review the Contractor’s proposal. Upon completion of negotiations, the Subcontract Administrator will issue a Modification to the TO incorporating the detailed scope of work, other TO requirements, and definitizing the final TO price. Failure to reach an agreement on the final price will be settled in accordance with FAR 52.233-1.

4.7 Verbal Orders

Only the Subcontract Administrator may issue verbal orders in emergency circumstances.

Verbal orders will be confirmed by issuance of a written delivery order within one workday after the verbal order is placed.

4.8 Modifications

Task orders may be modified by agreement between the Subcontract Administrator, SLAC Project Team, and the contractor.

The Subcontract Administrator or SLAC Project Team and the contractor, without invalidating the Task Order, may order changes in the Detailed Scope of Work by adding to, changing, or deleting from the Detailed Scope of Work, by issuing a Supplemental Task Order.

All Supplemental Task Orders shall be developed and priced in accordance with the ordering procedures contained in Section 4 of this Statement of Work.

Price Proposals for Supplemental Task Orders shall include credits for deleted Prepriced Tasks and Non-Prepriced Tasks. Deleted tasks shall result in a credit equal to 100% of the value at which those tasks were included in the original Price Proposal.

4.9 Annual Issuance of the Construction Task Catalog

The Construction Task Catalog issued with the bid will be in effect for the first year of the Contract.

On the anniversary of the Contract, a new Construction Task Catalog will be furnished. The new Construction Task Catalog will be effective for the twelve (12) month period after the anniversary of the effective date of the Contract. The Construction Task Catalogs that accompany each anniversary shall only apply to Job Orders issued after the effective date of that specific renewal option and shall have no impact on Job Orders issued prior to the effective date of that specific renewal option.

The Coefficients submitted with the Proposal shall be used for the full term of the Contract, plus any Option Terms. On the annual anniversary of the Contract, SLAC shall issue the Contractor a new Construction Task Catalog. The Contractor will be issued the new Construction Task

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Catalog for review prior to accepting new Work. The Contractor shall use the Construction Task Catalog in effect on the date that the Job Order is issued. However, the Contractor cannot delay the issuance of a Job Order to take advantage of a scheduled update of the Construction Task Catalog. In that event, the Contractor shall use the Construction Task Catalog that would have been in effect without the delay.

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Section 5: Gordian JOC System

SLAC selected The Gordian Group’s (Gordian) Job Order Contracting (JOC) Solution for their JOC program. The Gordian JOC Solution includes Gordian’s proprietary JOC information management system and JOC Applications, construction cost data, and Construction Task Catalog which shall be used by the Contractor solely for the purpose of fulfilling its obligations under this Contract.

5.1 Contractor Responsibility

The Contractor's work and responsibility shall include all Contractor planning, programming, administration, and management necessary to provide work as specified. The work shall be conducted in accordance with the contract and all applicable Federal, State, and local laws, regulations, codes, or directives, to include applicable documents listed. The Contractor shall ensure that all work meets critical reliability rates or tolerances specified or included in applicable Gordian JOC Solution Technical Specifications, Scope of Work documents, and SLAC-supplied drawings. The Contractor shall perform all related Contractor administrative services necessary to perform the work including, but not be limited to, the following: supply, quality control, Contractor financial control, and maintenance of accurate and complete records, files, and libraries of documents to include Federal, State, and local laws, regulations, codes, technical manuals, and manufacturer's instructions and recommendations. The contractor shall be responsible for making an onsite review of the site where the work is to be performed, prior to the start of any work, list any damaged areas, and report them to the SLAC Project Team so as to preclude any responsibility for damages present that are not a result of the performance of work required in the Task Order. Any other damages found after the work is completed will be investigated by the SLAC Project Team. If caused by the Contractor, damages shall be corrected by the contractor at no additional cost to SLAC.

The Gordian System License Fees to provide the JOC Solution are as follows:

5% of the value of work ordered, up to $6,000,000 of cumulative Job Orders

1.95% of the value of work ordered after $6,000,000 of cumulative Job Orders have been issued through the system

5.2 Online Subscriptions and Software

The contractor shall be responsible for bearing all costs associated with procurement and access to the Gordian JOC Solution for the SLAC JOC program. Gordian’s JOC System purchased by the Contractor shall include SLAC user licenses for access to Gordian’s proprietary JOC information management system, Construction Task Catalog, and Technical Specifications; annual updates of the Construction Task Catalog and Technical Specifications for the term of the contract; and training for SLAC and contractor staff. The contractor shall use the Gordian JOC Solution information management system for preparing and submitting Task Order Proposals, Price Proposals, and subcontractor lists. SLAC users will use the Gordian

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JOC Solution information management system to prepare estimates, receive electronic proposals from the contractor and manage the JOC process. The contractor’s access to the Gordian JOC Solution online information management system will require a broadband internet connection.

The Contractor shall be required to execute Gordian's JOC System License and Fee Agreement online to access the Gordian JOC Solutions. For information, please contact Randall Handorf at randall.handorf@gordian.com.

Gordian’s JOC System License purchased by the contractor shall be renewed upon award of each option year at no additional expense to SLAC.

5.3 Training

The contractor shall provide annual onsite (when possible, with a hybrid/remote option) training by Gordian on the Gordian JOC Solution management system, Construction Task Catalog, and Technical Specifications for SLAC and contractor staff at no additional cost to SLAC. Training shall commence as soon as possible after award of this contract.