JOA_SUMMARY_SHEET_.pdf

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Attached to
WATER MAIN REPLACEMENT PROGRAM PLUMBING, 2-STEP JOC State and local contract opportunity
Solicitation number
JOC247-B
Issued by
Maricopa County, Phoenix City, Arizona

About this file

This document is a Job Order Contract (JOC)/Construction Manager at Risk (CMAR) Proposal Calculation worksheet from the Streets PHX Street Transportation Department. The form is designed for contractors to input detailed cost calculations for a construction project, with specific sections for direct costs, indirect costs, taxes, and allowances. The worksheet provides a structured approach to breaking down project expenses, including labor, materials, equipment, warranties, general conditions, bonds, insurance, overhead, and profit.

The calculation template allows for comprehensive financial planning, with yellow-highlighted fields meant to be filled in by the contractor. Key calculation areas include cost of construction (both taxable and non-taxable materials), contractor's allowances and contingencies, general conditions, bond and insurance costs, overhead and profit percentages, and total contract amount. The form includes formulas to automatically calculate subtotals and total contract amount, with a note that markups for taxes, overhead and profit, bonds, and insurance will be applied to allowances once approved. The document is version 2, dated 11/14/2023, and is specifically designed for Job Order Contract (JOC) proposal submissions.

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Text version

JOC/CMAR Proposal Calculations -worksheet-

JOC Proposal Calculations

ENTRY IN YELLOW FIELDS ONLY

JOC#4108JOCXXX JOA# CONTRACT #

COMPANY NAME:

DIRECT COSTS SECTION

A Cost of Construction -$ A

(Labor, Taxable Materials, Equipment, Warranty) B Cost of Construction (Non-Taxable Materials) -$ B

B1 Contractor's Allowance B1 B2 Contractor's Contingency -$ B2

C Subtotal -$ C=A+B+B1+B2

INDIRECT COSTS

D General Conditions #DIV/0! -$ D

D1 Payment and Performance Bond 0.00% -$ D1 D2 Insurance 0.00% -$ D2

E Subtotal (Direct cost+GC+Bond and Insurance) -$ E= (C+D+D1+D2) Use this $$ to determine Multiplier

F Overhead & Profit (Construction Fee) 0.00% -$ F=(Construction Fee%) * (C+D) (Construction fee on Direct cost and General Conditions)

G Subtotal Direct+Indirect costs+ O&P fee -$ G=C+D+D1+D2+F

TAXES

H Taxes -$ Calculated Tax

(Enter Calculated Taxes)

ALLOWANCES and CONTINGENCIES I Owner's Allowance/Contingency* $0 I

(Specify/define allowances)

K Total Contract amount -$ K = G + H + I

*Markups (Taxes, O&P, Bond and Insurance) to be applied to Allowances once approved

PROJECT # / TITLE:

V.2 11/14/2023

Sheet1

File details come from the government source that posted it. Updated .