ATT_03_JOC_Software_Specifications.pdf

ATTACHMENT 3

FORT KNOX JOC CONTRACT

UNIT PRICE BOOK AND SOFTWARE REQUIREMENTS

1. COST ESTIMATING SOFTWARE REQUIREMENTS: The Contractor shall obtain at their own expense and maintain two

(02) copies of RS MEANS software On-line approved by ESD/NEC throughout the contract’s duration. One copy shall be the

Contractors and one copy shall remain the property of the Government.

1.1. The estimating and project management software package shall be Windows-based software and must be able to import and export estimates and projects electronically in a secured estimate file format. It shall be able to track projects by contract, contract year, estimator, customer and/or project location. It shall support project management tracking of project milestones, project costs, locations, contacts, and project notes. It shall provide a means for document management, whereas the user can setup template documents, point and click and create new, project specific documents using the current project details. The software must support multiple contracts, contractors and coefficients. The software must be capable of handling multiple coefficients and contractors markups within a project. The database shall contain all of the line items found in the RSMeans bound volumes. The software report engine say support square foot planning and programming detailed reports for future projects and budgeting. All RSMeans databases must be protected from being changed by any user. The software must support all of the City Cost Index provided by RSMeans annually and quarterly in addition to supporting Division Level Material/Installation, Division Level Weighted Average, Weighted

Average Material/Installation and Weighted Average Totalling for Bare Cost pricing and O&P unit pricing.

1.2. The Contractor shall purchase all annual maintenance plans and upgrades and use them as soon as they are ready for the life of the contract.

1.3. The Contractor shall purchase, maintain, and use the latest version of RS MEANS program. The Contractor shall use estimating software to estimate and submit all of their estimates, both electronically and on paper. The Contractor is responsible for deciding the additional number of copies of the software that they will need to support their contract requirements but must meet the requirements noted above. Each upgrade will be sent to Fort Knox NEC for Net worthiness certifications. This may take up to, but not limited to, 90 days for acceptance.

1.4. Information on RS Means software and pricing can be obtained by clicking on rsmeansonline.com ; let them know this is for the Fort Knox JOC-MATOC contract. FAR Part 51 allows the Contracting officer to issue a Letter of

Authorization to give them permission to provide the awarded contractor with GSA pricing. You will need to request, obtain and submit this to us should you be the successful contractor.

1.5. The Contractor shall provide on-site computer support in the form of a trained software installer to Coordinate with

NEC’s installation, any problems associated with the installation of the estimating software and associated databases.

The Contractor will have all software fully operational within twenty-one (21) calendar days of contract award. After the software is successfully installed, the Contractor shall provide a toll-free number that the Government shall use for over-the-phone software support. The Contractor shall also provide an on-site trained software installer whenever problems are experienced with installing upgraded software, again to coordinate with NEC’s installation.

1.6. The Contractor shall provide, both the most current version of the software program and databases and the annual updates to both, as they become available from Estimation software, for the life of the contract. The Contractor and the

Government shall both have the most current version of the software and databases at all times.

1.7. The copies of the software to be provided to the Government will bear only the Fort Knox Logo, No reference to any contractor or vendor will be visible.

1.8. The Contractor shall provide annual training for Government personnel on the Estimation software. This training will take place at Fort Knox during the initial start up of the contract. Training will be conducted at or near Fort Knox, KY with approval of the Contracting Officer. All training classes shall be completed within the first 30 calendar days of the award or as coordinated with the Contracting Officer. Training shall consist of two hours of training (per contractor) on how to use the RSMEANS for JOC-MATOC pricing. Refresher training for following years will be one hour long, per contractor. All contractors will hold training on the same day.

2. DEFINITIONS

2.1. Unit Price Book (UPB): The list and price information for all pre-priced items covered in this contract. The UPB shall include the base cost pricing from the RSMeans Assemblies and Unit pricing, RSMeans Facilities Cost Data and the

RSMeans Master Composite Cost Data Guides – consisting of New, Remodeling and Renovations related to Building

Construction, Electrical, Mechanical, Plumbing, Green Book, Interior, Site Work & Landscape, Concrete & Masonry and

Heavy Construction Cost Data. The UPB shall also include, selective demolition line items, removal and replacement line items, average line items, and Government Furnished Materials line items.

2.2. Line item: An item or system denoted in the UPB by a unique line item number.

2.3. Bare costs: The cost of a line item without any multiplier.

2.4. Multipliers: All factors added to the bare cost pricing of the UPB. This includes the City Cost Index (CCI) and the

Contractor’s coefficients. City Cost Index to utilize will be Elizabethtown, KY (427).

2.5. Pre-priced line item: A line item from the UPB with approved changes.

2.6. Non-pre-priced line item (NPI): A line item that is not a pre-priced line item.

2.7. Conventional line item: A line item listed directly from an RSMeans Cost Data Guide(s).

2.8. Selective demolition line item: The removal of material with no concern for its replacement. If a line item can be found in the UPB for selective demolition, that line item will be used. If there is no line item for selective demolition, the

Contractor will locate the line item in the UPB. Then the Contractor will create an alternate pre-priced line item removing the cost for the material and equipment, and the remaining labor amount will be multiplied by 50%. This will be used as the means to demolish that item. This line item will be pre-priced. If the line item cannot be found in the

UPB, the demolition will be an NPI.

2.9. Removal and replacement line item: An item that is to be removed and then replaced without damaging the item. If a line item can be found in the UPB for removal and replacement, that line item will be used. If there is no line item for removal and replacement, the Contractor will locate the line item in the UPB. Then the Contractor will create an alternate pre-priced line item removing the cost for the material and equipment, and the remaining labor amount will be multiplied by 150%. This will be used as the means to demolish that item. This line item will be pre-priced. If the line item cannot be found in the UPB, the demolition will be an NPI.

2.10. Average line item: An item that is created by using a minimum and maximum line item. If an average line item can be found in the UPB, that line item will be used. If there is no line item for an average, but there is a line item for minimum and maximum and the average line item is applicable the contractor will locate the two line items, the minimum and the maximum in the UPB. Then the Contractor will create an alternate pre-priced line item using the average total cost of the two line items. This will be used as a means to create an average line item when none exists. This line item will be pre-priced. If the minimum and maximum line item cannot be found in the UPB, the average line item will be an NPI.

2.11. Government Furnished Materials (GFM): On occasion, the government may choose to supply the Contractor with materials to accomplish project requirements. If this occurs, the line item prices for labor and equipment only will be used. They are considered as pre-priced. The Contractor will not adjust the labor and equipment pricing. The materials are to be cared for by the Contractor, and excess materials are to be returned to the government.

2.12. All prices in the UPB are for completed and in-place construction unless explicitly described otherwise. Incidental fasteners, such as, nails, screws, bolts, weldments, connectors, and adhesives are included in the bare material cost.

Unless specifically omitted in the UPB line item description, testing, adjusting, balancing, and start-up of installed equipment is included in the unit price line number cost found in the UPB. Line items are for end finishes. For example, the line item price for concrete broom finish included all finishes necessary to result in the broom finish.

2.13. The UPB prices certain line items with a “Minimum labor/equipment charge.” This minimum charge is often the price a tradesman would charge to make a special visit to perform that work. If the contractor is already on-site and the minimum is met, then this item shall not be used as an adjustment to the Unit Price line items.

2.14. All line item prices assume the installation of the material under normal working conditions. This includes working from scaffolding when appropriate. In other words, the productivity for brick veneer is based upon working not only from the ground, but also from working on scaffolding. Therefore unless the division has specific height exceptions, no allowance or change to the unit price is required for working at different heights. The cost to rent and erect the scaffolding is required. All scaffolding line items are based upon a one month rental of the scaffolding. Scaffolding is measured by the square foot of face area where the work is being performed (working height in feet multiplied by the length of the wall in feet) or, in the case of when scaffolding must be erected inside a structure in order to access the ceiling, by the cubic feet

(volume) of the actual scaffolding components. Scaffolding is priced separately. There are line items for the material costs and line items for erection/dismantling. It is not appropriate to use the scaffolding line items separately for each subcontractor. Scaffolding should be applied to the job cost once, and the subcontractors are “allowed” to use it.

2.15. Line items for mobilization and demobilization are for one or the other unless noted otherwise. Normally, a piece of equipment will need to be mobilized and demobilized. Therefore, the line item would normally be included twice per piece of equipment used. Small equipment placed in rear of truck or towed by a pickup truck is limited to those items included in the RSMeans crews.

3. PRICE DETERMINATION

3.1. CITY COST INDEX (CCI): The CCI will be applied directly to the bare cost of each line item.

3.1.1. The CCI for task orders at Fort Knox will use the [quarterly] published CCI for Elizabethtown, KY.

3.1.1.1. City Cost indexes are published around the middle of each of these months: February, May, August, and

November.

3.1.2. Conventional line items will use the Weighted Average Total CCI.

3.1.3. The RSMeans trades, selective demolition, removal and replacement, average, and GFM lines items will be summated and multiplied by the most current quarterly published Weighted Average Total CCI.

3.2. PREPRICED LINE ITEMS: Bare cost line items from the Unit Price Book (UPB) will be summated with the CCI applied as described above. The appropriate coefficient shall then be applied to the total. This is the pre-priced line item total.

3.3. NON-PREPRICED LINE ITEMS: The non-pre-priced line items shall be summated and the appropriate coefficient applied. This is the non-pre-priced line item total.

3.4. FINAL PROJECT PRICE: The summation of the pre-priced and non-pre-priced line item totals shall result in the final project price.

4. COST ESTIMATE ORGANIZATION: Cost Estimates will be comprised of three sections: 1) Division Summary, 2) Totaling

Components and 3) Line Item Estimate.

4.1. SECTION 1, DIVISION SUMMARY: This section shall include the RSMeans pre-priced divisions, Trades, Assemblies and Alternates (both pre-priced and non-pre-priced). These items shall make up the Bare Total. No markups shall be applied at this level. (CCI’s shall be applied as described above.)

4.2. SECTION 2, TOTALLING COMPONENTS: This section includes totaling components setup for all applicable markups, including contractor coefficients. (CCI’s shall be applied as described above.)

4.3. SECTION 3, LINE ITEM ESTIMATE: This section shall include all of the estimate line items. The report shall include a sequential line item number, full RSMeans item number, unit of measure, quantity, and bare unit cost, total amount

(quantity multiplied by bare unit cost). The report will print: pre-priced line items by division for all RSMeans pre-priced line items found in the UPB, with division breaks and division subtotals, and a listing of the Trades, Assemblies and

Alternates, both pre-priced and non-pre-priced. (CCI’s shall be applied as described above.)

4.3.1. All non-pre-priced line items will be submitted with three independent price quotes including line item number, description, material, labor, and equipment breakdowns. List the supplier names and telephone numbers for each non-pre-priced item. Do not apply any type of markup to these line items.

5. PREPRICED UNIT PRICE BOOK

5.1. UNIT PRICE BOOK: The online unit price book shall consist of the most current RSMeans Facilities Cost Data and the

RSMeans Master Composite Cost Data Guides – consisting of Building Construction, Electrical, Mechanical, Plumbing, Green Book, Interior, Site Work & Landscape, Concrete & Masonry and Heavy Construction Cost Data. All costs used from the databases shall be bare costs; the Assemblies guide will be used by the government only.

5.1.1. All Online electronic databases, and software licenses shall be provided by the Contractor to the Government, and will remain the property of the Government.

5.1.2. The following Subdivisions/Major Classifications, as contained in any of the RSMeans electronic databases shall not be used as line items in pricing task orders issued under this contract. These costs shall be covered in the contractor’s coefficients:

5.1.2.1. Subdivision 01-31 – Project Management and Coordination, excluded in its entirety.

5.1.2.2. Subdivision 01-32 – Construction Progress Documentation, excluded in its entirety.

5.1.2.3. Subdivision 01-41 – Regulatory Requirements, excluded in its entirety.

5.1.2.4. Subdivision 01-52 – Construction Facilities, excluded in its entirety.

5.1.2.5. Subdivision 01-54-39 – Construction Equipment, excluded in its entirety.

5.1.3. No informational portion of RSMeans (introduction, tips, etc) shall be construed as permitting cost changes or deviations from the RSMeans line items used for the UPB.

5.2. The Contractor shall provide the following copies of software, electronic databases, and NO hard copy books for the

Government.

5.2.1. Provide two (02) network online licenses of RS MEANS estimation software to include all items listed in item 2.1 above; Full Library online complete, open shop and 5 years historical data storage. Again, one copy for

Contractor and one for Government’s use.

6. NON-PREPRICED UNIT PRICE GUIDES

6.1. Line items not covered in the pre-priced UPB but within the scope and general intent of the contract and necessary to complete the requirements of a specific task order may be negotiated and incorporated into the task order by the

Contracting Officer. These non-prepriced line items (NPI’s) shall only be allowed if the Government deems that an appropriate line item is not provided by the pre-priced UPB.

6.2. To permit recurrent use, a non-pre-priced line item must be incorporated by supplemental agreement into the non-pre-priced UPB. This may be done at any time during the contract period.

7. Certificate of Connectivity

7.1. At any given time the government finds the Estimating Software not to be worthy of a Certificate of Connectivity, the contractor will provide the most up to date, equivalent RSMeans on Line Software within 30 Days of loss of connectivity.

RSMeans will then be utilized for the remainder of the contract.

8. DA Form 1354

8.1. Contractor will be responsible for producing DA Form 1354 Real Property documents via another method at the completion of each Task Order.