SAFCA_JOC_2026_-_Pre-Bid_Presentation.pdf

Sacramento Area Flood Control Agency (SAFCA)

Job Order Contracting

JOC 025, JOC 026, JOC 027, JOC 028

Pre-bid Conference

June 2026

• JOC Overview

• JOC Contract Documents

• JOC Process

• Solicitation Details

• Understanding the Construction Task

Catalog® (CTC)

• Calculating the Bid

• Bid Considerations & Review

• Contractor Adjustment Factors

• Risk of Low Adjustment Factors

• Questions

Pre-Bid Conference Agenda

Job Order Contracting (JOC)

Definition Value

• Indefinite delivery/indefinite quantity process (IDIQ)

• Enables facility owners to complete a substantial number of individual projects with a single, competitively-awarded bid

• Construction Tasks are based on preset costs in a Unit Price Book (UPB)

• Contractors bid an Adjustment Factor to be applied to UPB, resulting in on-call, competitively bid and awarded contractors that are available to perform work at agreed upon prices

• Saves time and administrative costs on construction procurement

• Provides transparent and auditable procurement process that ensures diversity/inclusion

• Fundamentally different construction procurement relationship

• Contractors are subject to different motivators and behavior

• Non-adversarial relationship between Owner and Contractor

How Job Order Contracting Works

Part 1 Bidding the Umbrella Job Order Contract

Part 2 Procuring Individual Projects from Owner

Owner Advertises Job Order Contract

Contractors Submit Bids

Owner Awards Umbrella Job Order Contracting Contract

Owner Project A

Owner Project B

Owner Project C

Subcontracting Opportunities

Subcontracting Opportunities

Subcontracting Opportunities

The Process

Why JOC Works For Contractors

• Good work is rewarded with more work

• Profit is a function of volume

• Volume is driven by performance

• JOC provides a steady flow of work

• Win a higher percentage of proposed projects

• Easier process for project proposals

• Long-term relationship with SAFCA

• Good work is rewarded with more work

• Develop partnership with the SAFCA

• Ability to leverage subcontractor and supplier relationships

• Ability to sell value, not just compete to be the lowest price

Why JOC Works For Facility Owners

• Fast-tracked project delivery with preset prices

• Lump sum task orders

• Ability to complete a substantial number of individual projects with a single competitively-bid contract

• Contractor has continuing financial incentive to provide:

• Responsive services

• Accurate Price Proposals

• Quality work

• Timely close out

• Future Purchase Orders tied to contractor performance

• No obligation to award specific projects

• SAFCA can use all other methods for accomplishing projects

Why JOC Works For Facility Owners

Can increase use of local businesses

• Responsiveness requires the prime to use multiple local subcontractors

• No bonding requirement for the sub, faster payment, and less red tape, thereby expanding business opportunities for small businesses

Increased transparency

• SAFCA can see and review the back-up pricing details

Schedule flexibility

• No shelf life for prices or Task Orders

• Fast procurement cycle is good for end-of-fiscal-year projects

Why JOC Works For Facility Owners: Quality Contractors

Contract Documents

• Front end documents

• Construction Task Catalog®

• Technical specifications

Front End Documents

• Notice to Contractors

• Proposal – Bid Forms

• Division I – General Requirements

• Special Provisions

• Bond Forms

• General Conditions

Bidding Process

• Award Based on Competitive Bid

• SAFCA Bidders Must Bid 2 Adjustment Factors:

• Normal Working Hours in Non-Secured Facility: 6:00am to 8:00pm Monday to Friday

• Other Than Normal Working Hours in Non-Secured Facility: 8:01 pm to 5:59 am Monday to Friday, and all-day Saturday, Sunday and Holidays

• Adjustment Factors Apply to All Tasks in the CTC

• Each Adjustment Factor is Weighted to Create an Evaluation Criteria Figure

• It is intended that four contracts will be awarded to the four lowest responsible bidders.

Bidding Process

Evaluation Based on Competitive Bid

• All Adjustment Factors Apply to All Tasks in the CTC

• Bids will be rejected as non-responsive if the ‘Other than Normal Working Hours’ Adjustment Factors are not greater than the ‘Normal Working Hours’ Adjustment Factors.

• Each Adjustment Factor is Weighted to Create an Evaluation Criteria Figure

• Lowest Evaluation Criteria Figure From a Responsive, Responsible Bidder is successful!

Solicitation Details – SAFCA Prior to bidding, SAFCA cannot:

- Identify or commit to any specific project or location

- Identify or commit to any specific CTC tasks or quantities

Contract License Re Minimum Contract Value

Maximum Contract Value

Contract Term

Payment & Performance Bonding (Each)

JOC 025 General Engineering Contractor “A” None $2,000,000.00 1 Year $2,000,000.00

JOC 026 General Engineering Contractor “A” None $2,000,000.00 1 Year $2,000,000.00

JOC 027 General Engineering Contractor “A” None $2,000,000.00 1 Year $2,000,000.00

JOC 028 General Engineering Contractor “A” None $2,000,000.00 1 Year $2,000,000.00

Solicitation Details

• SAFCA intends to award up to four (4) Job Order Contracts to the four lowest responsive, responsible bids.

• To be eligible to have a bid accepted on the JOC; the Bidder must confirm in the Vendor Submissions section of the bid attesting that the Bidder reviewed the information in this pre-bid presentation in its entirety.

• Each bidder may submit one and only one bid for each solicitation.

• If a bidder submits more than one bid for each solicitation; that bidder will be disqualified, and those bids will be returned to the bidder unopened.

• Differing Site Conditions or Changes in Scope

• Priced from Construction Task Catalog®

• Supplemental Task Order

• No Negotiated Change Orders

• Filings and Permits

• Fees paid for all Permits reimbursed 101% - To cover the CLF

• Liquidated Damages

• Value of Job Order Liquidated Damages

• $0 to $10,000 $100/Day

• $10,001 to $50,000 $250/Day

• Over $50,000 To Be Determined by the Agency

• Bid Security: $25,000

Cloud software provided with Contract

• Gordian Cloud expedites the Job Order process

• Price Proposals

• Subcontractor lists

• Tracking dates

• Required Job Order forms

• Training provided

1% Contractor License Fee

• Access to Gordian Cloud, Construction Task Catalog®, other proprietary materials

• Most advanced technology and data in the marketplace.

• Paperless

• Efficient

• Tasks and prices input directly... no fishing through old files and estimating books for costs

• JOC process training

• Gordian Cloud software training

• Software support

• Included in the Contractor’s Adjustment Factor

• Consider with the Bid as an Overhead cost

• 1% of Job Order Price

Bid Considerations

• Expect to prepare incidental drawings or sketches to justify quantities and explain details

• You may prepare Price Proposals for projects that are canceled

• Margins on CTC tasks vary

• Projects profitability may vary

• Expect to maintain a fully-functioning local office

• You must hold required licenses

• Rebate 1% of each Task Order as a contractor license fee for Gordian

Cloud software access

Construction Task Catalog®

• Catalog of pre-priced construction tasks

• Organized by Construction Specifications Institute (CSI)

• Based on local labor, material and equipment Costs

• The tasks represent the scope of work for the contract

Technical Specifications

• Specifies quality of materials and workmanship

• Corresponds with tasks in the Construction Task Catalog®

Understanding the Construction Cost Catalog®

Construction Task Catalog® CSI Number

Section Note

Modifiers

Install/LF

Task

Include All Appropriate Tasks:

Compare these prices* Sample only

• Contractor must review, and understand “Using the Construction Task Catalog®”

• Rules of the game

• Make sure you get paid for all appropriate tasks

• Pages 00 – 1 to 00-6 of the CTC

• Unit prices are for complete and in-place construction

• Unit prices include labor, material and equipment – direct cost

• Unit prices include cost of delivery to project site, unloading, storage and handling.

Delivery height is up to 2 Stories & 125’

• Unit prices include testing, calibration, balancing, etc. for new work

• Unit prices include all fasteners, bolts, anchors, adhesives, etc. for new work

• Unit prices for tasks such as windows, doors, frames, countertops, etc. include sealant and caulk

• Demo price includes loading into truck or dumpster

• If item is demolished as part of different task, it will not be paid for separately

• Contractor paid for installed quantities only

• Waste included in unit price

• Assembly prices take precedence over component pricing

• 14’ working height for all work except masonry

• 4’ working height for masonry

• Dumpsters are a separate task and include delivery, hauling and dump fees

Your Adjustment Factors include the following costs, unless specifically excluded by the terms of the Contract Documents:

BUSINESS COSTS:

• Office overhead, including, but not limited to, office space, office equipment, office and management personnel, office supplies, and employee transportation

• Insurance and bonding

• Profit

• Job Order development services, owner meetings, and other administrative services required by the Contract Documents

• Subcontractor’s costs-overhead and profit

• Cost of financing the work

• Business risks such as the risk of a lower-than-expected volume of work, smaller than anticipated Job Orders, poor Subcontractor performance, and inflation or labor/material cost fluctuations. For one (1) year.

Your Adjustment Factors include:

PROJECT RELATED COSTS:

• Project trailer, equipment and supplies, and portable toilets for Contractor’s use

• Project management and project supervision. Services required to complete project filings and obtain permits

• Preparation and modification of sketches, drawings, submittals, as-built drawings, project photographs and other project records

• Incidental engineering and architectural services

• Gang boxes and storage containers for Contractor's tools, equipment and materials

• Basic safety and warning signage, minor barricades (e.g., construction tape, etc.) and personnel safety equipment (e.g., hard hats, safety harnesses with lifeline or cabling, protective clothing, safety glasses, face shields, etc.)

• Meeting Owner’s security requirements

• All taxes for which a waiver is not available including material sales tax and equipment rental

• Costs resulting from inadequate supply of building materials, fuel, electricity, or skilled labors

Non Pre-Priced Tasks

• Contractor must have permission from the SAFCA to use a Non-Pre-priced Task prior to submission

• Two (2) Quotes on vendors’ or subcontractors’ letterhead

• Justification for less than two (2) Quotes

• Contractor is paid the amount in the following formula:

Contractor Performed Duties

A= The number of hours for each labor classification and hourly rates

B= Equipment costs (other than small tools)

C= Two independent quotes for all materials

Total Cost for self-performed work = (A+B+C) x the appropriate Adjustment Factor (Only if A & B cannot be priced out of the

CTC)

Subcontractor Performed Duties

D= Subcontractor Costs (supported by two quotes)

Total Costs of Non-Pre-Priced Task = D x the appropriate Adjustment Factor

Non-Pre-Priced Cont.

Material Price Spike Adjustment:

For the purpose of this clause, a "major spike" is defined as a spike in a specific material cost of more than 25% above what the cost of that material was on the date the Construction Task Catalog® was issued. In the event a major spike occurs in a specific material cost, the Contractor may submit a request for a price modification to a Unit Price or individual Job Order. In order to initiate such a request, the Contractor shall:

• Identify the specific material that has experienced a major spike,

• Identify pre-priced task(s) or Job Orders that require the material experiencing a major spike, and

• Demonstrate that the spike exists by submitting a minimum of two (2) quotes on material supplier letterhead to show that the current price meets the "major spike“ definition above.

Method to Calculate

Use historical project data

• Select a completed project

• Known scope and direct costs

• Price project from CTC

• Add overhead and profit

• Calculate the Adjustment Factor

Sample Project: Detailed Scope of Work

• Interior Renovation

• Doors and Hardware

• Replace 12 interior doors, hinges and hardware

• Doors shall be 3x7, solid core wood doors

• Grade 2 locksets with knobs

• Replace 2 push bar exist devices and door closers on exit doors

• Interior Lighting

• Replace all lay-in troffer fixtures on first and second floors. 48 in total

• Replace 4 exit fixtures

• Replace 12 industrial fixtures in shop area

• Plumbing Fixtures

• Replace 8-bathroom sinks, 8 faucets, and 8 toilets in men’s and women’s bathroom in admin building and shop area

• Replace 4 water fountains

• Replace Boiler

• Demo existing boiler and as much piping and venting to accommodate new boiler. Install a new 1028 mbh oil-fired cast-iron boiler. No access for packaged boiler. Must field assemble sections. Provide new piping as required.

• Normal Working Hours Apply

Sample Project: Price Proposal

Sample Price: CTC vs. Quote

Direct Cost of Work from Quotes or Estimates

• Replace Boiler $ 33,055.73

• Doors/Hardware $ 8,782.09

• Lighting $ 13,119.77

• Plumbing $ 11,886.53

TOTAL = $ 66,344.12

• Replace Boiler $ 38,500.00

• Doors/Hardware $ 8,250.00

• Lighting $ 13,750.00

• Plumbing $ 11,500.00

TOTAL = $ 72,000.00

Direct Cost of Work from

CTC

Sample Price: Putting it all together

• A. Direct Cost of Work from Quotes $72,000.00

• B. Overhead 10%* $7,200.00

• C. Subtotal (Cost & O/H) $79,200.00

• D. Profit 10%* $7,920.00

• E. Subtotal (Cost & O/H & Profit) $87,120.00

• F. Price From CTC $66,344.12

• Adjustment Factor (= E / F) = 1.3132

*Sample Only. Contractor to determine O/H & Profit. Prepare this calculation for more than one sample project.

Sample Price:

Putting it all together

*Sample Only. Contractor to determine adjustment factor.

Added in Labor, and exaggerated quantities in line tasks will NOT BE ACCEPTED!

CTC $66,344.12 $66,344.12

Adjustment Factor 1.3132 0.904

Project Value OH/P 87,123.10 59,975.08

Sub Cost (72,000.00) (72,000.00)

P&OH Direct Cost 15,123.10 (12,024.92)

Sample Price: Putting it all together

1.23

1.19

1.27

1.31

1.24

1.21

1.24

1.1

1.15

1.2

1.25

1.3

1.35

320k 1.7M 130k 72k 500k 880k Avg

Fa ct or

Project Size

Job Order Contracting Program Sample Project AF Review

Factor in this range may be difficult to use.

Factor in this range may cover all Costs, but may not be competitive

Factor in this range may be competitive.

Filling Out the Bid Form – SAFCA

Contractor Adjustment Factor

Importance of Adjustment Factors

• Determines lowest bidder

• Used to price individual Work Orders

• Price Proposal total becomes the lump sum Job Order amount

Risks of Low Adjustment Factor

Leads to Arguments in Proposal Review

• Unsupportable Tasks

• Exaggerated Quantities

Leads to Delays in Work Order Development

• Takes Longer to Review Proposals

Creates an Adversarial Relationship

• Reduced Volume of Work

• Will Shorten Contract

• Lost Profitability

No Second Chance to Improve your Margin

Review of Key Points

Focus on total potential contract value

• $ 2,000,000.00

• Evaluate Construction Task Catalog®

• Analyze unit prices

• Know general guidelines for using the CTC

Contractor performance drives volume

• Ability to market program and services

• Responsive service

• Accurate proposals

• Safe and clean project sites

• High quality construction

• On-time completion

• On-time close out

Bids Due

• Each bid must be submitted electronically no later than 2:00 PM on the day of the bid, on the table provided in the Pricing Proposal tab of the OpenGov portal.

• Each bid must be accompanied by security in the form of a bid bond issued by a corporate surety, a certified check or cashier’s check payable to SAFCA, or cash for an amount not less than $25,000.

Bid Due Date:

• July 30, 2026, 2:00 PM (Local Time)

• Contract Documents are available for download at https://procurement.opengov.com/portal/saccounty/projects/265428.

• Bidder may submit one and only one bid per solicitation. If a bidder submits more than one bid for a solicitation; then that bidder will be disqualified, and those bids will be returned to the bidder unopened.

• Direct pre-bid questions to Jennifer Heredia, Contract Specialist, via the Q&A tab in the portal.

• ALL PRE-BID QUESTIONS MUST BE Friday, July 17, 2026 by 5PM. Questions received after that time will not be answered. Responses will be by addenda to the bid documents.

Questions:

https://procurement.opengov.com/portal/saccounty/projects/265428