job order contract (joc) program consultant · 4/11/2018 · and advancing successful job order...

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Bid Tabulation Packetfor

Solicitation PNC2116439P1

Job Order Contract (JOC) Program Consultant

Bid Designation: Public

Broward County Board of County Commissioners

PNC2116439P1Broward County Board ofCounty Commissioners

BidSync4/12/2018 p. 1

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The Gordian Group, Inc.

Bid Contact Ammon Lesher

[email protected]

Ph 800-874 -2291

Address 30 Patewood Drive

Bldg. 2, Ste 350

Greenville, SC 29615

Item # Line Item Notes Unit Price Qty/Unit Total Price Attch. Docs

PNC2116439P1 --01-01 Job Order

Contract

(JOC)

Program

Consultant

Supplier

Product

Code:

First Offer - $798,000.00 1 / lump sum $798,000.00 Y Y

Supplier Total $798,000.00


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The Gordian Group, Inc.

Item: Job Order Contract (JOC) Program Consultant

Attachments

00 Cover Letter.docx

00aTable of Contents.doc

1 Ability of Professional Personnel.doc

2 Project Approach.doc

2a Broward County Schedule -Word.docx

3 Program Solution.doc

4 Past Performance.doc

5 Price Proposal Supplement.doc

6 Workload of the Firm.doc

7 Exception to Proposed Agreements.doc

City of Miami Vendor Reference Verification Form Gordian.pdf

Dade Schools Vendor Reference Verification Form.pdf

Pinellas Co. Vendor Reference Verification Form for Broward County 03 -27-18.pdf

Vendor Questionnaire Supplement to Question 16.docx

Broward County Vendor Security Questionnaire.xlsx


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April 11, 2018 Broward County Board of County Commissioners Facilities Management FM0020 115 S. Andrews Avenue Govt Ctr Room 501 Ft. Lauderdale FL 33301 Attn: Claudja Henry, Senior Contract/Grant Administrator Re: Solicitation No. PNC2116439P1 – Job Order Contracting (JOC) and Program Consultant Dear Claudja:

The Gordian Group, Inc. (“Gordian”) is pleased to submit our proposal in response to the Request for Proposal, Solicitation

PNC2116439P1 issued by the Broward County Board of County Commissioners (the “County”) to provide services to

implement and support a Countywide Job Order Contracting Consulting Program. We are in receipt of the original

Solicitation dated March 20, 2018.

This proposal is being submitted by Gordian. The authorized representative for binding signature, or for clarification or

additional information regarding this response is set forth below:

Name: The Gordian Group, Inc. Address: 30 Patewood Drive, Suite 350, Greenville, SC 29615 Contact: Ammon T. Lesher Title: Vice President and General Counsel Email: [email protected]

Telephone: 800-874-2291

Gordian is a Georgia Corporation, incorporated on May 31, 1990. We have registered to do business in the State of Florida as The Gordian Associates, Inc. and operate with our Florida Department of State, Division of Corporations fictitious name registration number F94000002419. Gordian’s primary business focus is Job Order Contracting (JOC) products and services, and we are dedicated to improving and advancing successful Job Order Contracting programs. Gordian has developed proprietary JOC solutions that provides facility owners with the tools necessary to ensure that JOC delivers the maximum benefits of cost and time savings. Gordian is the best-qualified firm to provide the requested products and services for the following reasons:

For over 27 years, we have assisted facility owners in getting construction work underway much faster and less expensively, with improved quality, and increased MWBE participation compared to traditional bid methods. Invented by our founder, Harry Mellon, for NATO in 1981, our process has passed the tests of time, those of third party auditors, and earned national “Best Practice” and “Innovation” awards from the National Institute of Governmental Purchasers and the National Association of Housing and Redevelopment Officials.

We are the leading firm that can provide single point responsibility for all of the products and services necessary for a JOC program. We prepare, customize and support, with in-house staff, the Contract Documents, Construction Task Catalog, Technical Specifications and the eGordian Information Management System that we provide to our clients. We do not rely on third parties or independent vendors. We will be 100% responsible for the success of your JOC program.

The Gordian Group has successfully implemented and supported our JOC solutions for over 200 public owners throughout the United States, including the Chicago Public Schools, New York Department of Education, and


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mailto:[email protected]

April 11, 2018

Page Two

Pinellas County, City of Miami, Miami-Dade Public Schools, and many others. In addition, Gordian serves hundreds more public owners through our network of cooperative JOC contracts.

Building a JOC program takes more than preparing customized documents and providing software. Our experience provides us with the knowledge to develop a comprehensive, fully functioning JOC program that will deliver the most value possible.

Our approach to developing your JOC program will be a source of substantial benefits for your local, minority and women owned business programs. We have a proven track record of substantially increasing the use of local, minority and women owned firms.

Since we implemented and supported Broward County’s last JOC Program, Gordian can provide a seamless transition to the new contract, without the need for retraining the County’s project managers and existing contractors. However, for the purposes of evaluating the RFP, our proposal has been written to include all the steps necessary for the development, implementation and support of a new JOC program.

Our Financial Statements have been submitted as Confidential and Proprietary information pursuant to FLA. STAT. § 119.071(1)(c), and have been delivered to the County via Federal Express. Our Cost Proposal provided in Tab 5 of the enclosed Proposal contains prices that, subject to the variable discounts as described in the Price Proposal Supplement, shall remain firm throughout the contract period. We possess the best personnel, software, and construction cost data in the industry and are confident our JOC system will continue to bring substantial time and cost-savings to the County. We greatly appreciate the opportunity to present our Job Order Contracting products and services to the Broward County Board of County Commissioners, and look forward to participating in the evaluation process. If you have any questions concerning the information provided in this response, please contact me at (800) 874-2291 or [email protected]. Sincerely,

Ammon T. Lesher Vice President, General Counsel


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Table of Contents

Broward County i

Proposal for Job Order Consulting Program

Attachment/Tab

Cover Letter

Table of Contents

Project Specific Evaluation Criteria

Ability of Professional Personnel ................................................................ 1

Firm’s/Project Approach ............................................................................... 2

Program Solution .......................................................................................... 3

Past Performance .......................................................................................... 4

Price Proposal ................................................................................................ 5

Workload of the Firm ..................................................................................... 6

Exception to Agreements ............................................................................. 7

The information and data, furnished in connection with this Proposal to provide Job Order Contracting products and services, shall not be disclosed outside of the Broward County Board of County Commissioners (the “County”) and shall not be duplicated, used, or disclosed in whole or in part for any purpose other than to evaluate this proposal, except as required by law; provided, that, if a contract is awarded to this offeror as a result of or in connection with the submission of this information or data, the County shall have the right to duplicate, use or disclose the information or data to the extent provided for in the contract. The information and data subject to these restrictions as noted above are appropriately marked “Confidential and Proprietary”. Copyright ©2018 by The Gordian Group, Inc. All rights reserved. Job Order Contracting Core, Job Order Contracting Advanced, Job Order Contracting Complete, Job Order Contracting Complete Management, eGordian, ezIQC and Construction Task Catalog are either registered trademarks or trademarks of The Gordian Group, Inc. The names of actual companies and products mentioned herein may be the trademarks of their respective owners.


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Ability of Professional Personnel

Broward County 3.1

Proposal for Job Order Contracting Services

Staffing

Gordian employs more than 450 employees, and has assembled a team of more than

160 JOC professionals that have extensive experience in all areas of consulting,

planning, engineering, construction, information management systems, database

administration, training, project management, operations and maintenance. The vast

knowledge and experience of our employees helps us to fully understand the

complexities that our clients face each and every day. We operate under a team

concept that allows for the liberal transfer of personnel, ideas and information,

providing our clients with a truly integrated project delivery approach. Gordian

proposes the team shown in the organizational chart below to provide JOC services

for the Broward County (“County”) JOC program. Gordian’s team will perform all of

the Scope of Services outlined in the RFP with no Subcontractor involvement. Key

staff members for the Program will be Mike Guerra, Bill Linde and Joie Serra.

Ammon T. Lesher, Vice President and General Counsel, is the authorized contact for

Gordian on all contract related matters. You may contact him (800) 874-2291 or

[email protected]. Our Region Director, Mike Guerra, will be the primary contact

for the County on all management-level operations requests and issues.


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mailto:[email protected]

Project Team and Resumes

Broward County 3.2


Principals

Scott Smith is the Vice President and General Manager for Gordian's Enterprise Business Group. In this capacity, he is responsible for client acquisition, client

retention and product and service delivery. He has nearly 20 years of industry

experience with enterprise software and information services companies in sales

leadership and executive management positions, including serving as the president

and general manager of a multinational firm delivering business information services.

Prior to his joining the industry, Smith was on active duty service with the United

States Navy. He is a combat-decorated Naval Aviator. Smith holds Bachelor degrees

in Economics and English from Duke University and a Master of Business

Administration from Old Dominion University. Mr. Smith reports directly to Gordian’s

CEO, William Pollak.

Dan Cook will serve as the VP of Operations – East Region and is responsible for overseeing all JOC operations staff, including our Program Development and Project

Management teams. He will provide guidance to the Program Development team

regarding the Contract Documents and Execution Procedures, oversee program

implementation and training, and advise the Software and Reporting team on the

configuration of eGordian and the development of management reports.

Mike Guerra will serve as Region Director for JOC Operations. As the Region Director, Mr. Guerra’s primary duties will be to coordinate Gordian’s Project

Management, Program Development, and Software and Reporting teams presented

below. He will provide guidance to the Program Development team regarding the

Contract Documents and Execution Procedures, oversee program implementation

and training, and advise the Software and Reporting team on the configuration of

eGordian and the development of management reports. Mr. Guerra is the Region

Director responsible for our Florida region and has extensive knowledge of the area,

to include Florida laws and regulations. Mr. Guerra has been with Gordian for 12

years.

Program Development

Louis Patin will serve as the Program Development Manager and will report to Mr. Guerra. Mr. Patin will manage our Program Development team and all activities

related to development of the County’s JOC program, including the preparation of

customized Contract Documents, Execution Procedures, Bid Documents,

Construction Task Catalog and Technical Specifications. Mr. Patin has been with

Gordian for 12 years.

Christian Mellon will serve as a Development and Implementation Specialist and report to Mr. Patin. Mr. Mellon will be responsible for coordinating with various County

departments to prepare the Bid Documents that will be used to procure the JOC

contractors and the Execution Procedures that will detail the procedures for managing

the JOC program to ensure they are compliant with the County’s internal rules and

regulations.

Paul Cowan will serve with John Melin as the Construction Task Catalog and Specifications Manager. He will report directly to Mr. Patin. Mr. Cowan will be

responsible for managing the preparation of the customized Construction Task


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Broward County 3.3


Catalog and Technical Specifications for the program. Mr. Cowan has worked at

Gordian for 11 years.

John Melin, Jr. will serve as the Senior Cost Estimator and report directly to Mr. Patin. Mr. Melin is a certified cost estimator with over 19 years of experience

developing Construction Task Catalogs for both DOD and public owner JOC

programs. Mr. Melin’s primary responsibility will be to add tasks and update costs for

the County’s Construction Task Catalog utilized in the JOC program. Mr. Melin served

as the Senior Cost Estimator to prepare Construction Task Catalogs for the majority

of our clients, including all of our clients in Florida. He has been with Gordian for 20

years.

Dong Lee will serve as the Quality Assurance Technician and report directly to Mr. Patin. Mr. Lee is responsible for quality assurance in the publishing of the

Construction Task Catalog and the Technical Specifications.

Program Support

Bill Linde will serve as Account Manager reporting to Mr. Guerra. Mr. Linde’s primary responsibilities will be to provide training, provide procurement services, conduct

outreach activities, perform the additional services when requested by the County,

and perform the ongoing maintenance and support services. This training includes

classroom as well as on-site training to develop Scopes of Work and prepare

Proposals. Mr. Linde provides support service and communicates with the client to

ensure JOC products and services are implemented and properly carried through. He

has been with Gordian for 11 years.

Joie Serra will serve as the Account Executive reporting directly to Mr. Guerra. Ms. Serra’s primary responsibilities will be to work closely with County managers to

maintain a successful and sustainable JOC program through varying communication,

including development of program reports consisting of data analysis and

benchmarks. Ms. Serra has been with Gordian for 6 years.

Software and Reporting

Kiele Lowe will serve as Product Manager and is responsible for overseeing the development and maintenance of our eGordian software to enusre it meets the

specific data collection and reporting needs of Gordian clients. She communicates

with internal and external customers to enhance design and functionality.

Ramya Vuppala will serve as a Report Writer and report directly to Ms. Lowe. Ms. Vuppala’s primary responsibility will be creating reports to monitor key performance

indicators to manage the JOC process and standard Job Order reports.

Tomika Rogers will serve as the Manager of Customer Support and reports directly to Scott Smith. Ms. Rogers has been with Gordian for three years, beginning her

tenure as a QA Engineer, then as Manager of QA. Prior to joining Gordian, Tomika

worked for nearly twenty years in the IT industry.

The Customer Success Team consists of Charles Graham, Derek Cook and David Lucey who each serve as Customer Support Representatives reporting directly to Ms. Rogers. Their primary responsibility will be off-site eGordian technical


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Broward County 3.4


support and computer assistance to the County and Contractor staff. They are each

skilled in the use of remote access applications for providing our clients with customer

support. Using PC Anywhere, Net Meeting or WebEx, they can work on the user’s

computer as if they were sitting at the user’s desk.


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Broward County 3.5


Scott Smith

Vice President, General Manager of Enterprise Solutions

5 years of employment with Gordian

Education

B.A. Economics and English, Duke University, Durham, NC

Masters of Business Administration, Old Dominion University, Norfolk, VA

Gordian Experience

Scott Smith serves as the General Manager for Gordian's Enterprise Business Group. In this capacity, he is responsible for client acquisition, client retention and product and service delivery. Ultimately, he is tasked with ensuring customer success of Gordian’s most strategic clients in the public sector, higher education and healthcare markets. Previously at Gordian, Smith served as the Vice President of Sales and Marketing for the organization where he has been instrumental in transforming Gordian’s service delivery and client support model.

Other Experience

Smith has over 20 years of industry experience with enterprise software and information services companies in sales leadership and executive management positions, including serving as the president and general manager of a multinational firm delivering data-centric information services. Prior to his joining the industry, Smith was on active duty service with the United States Navy for nearly a decade. He is a combat-decorated Naval Aviator.

Software AG USA, Inc.

As Vice President of Federal Sales, Mr. Smith was responsible for relationship management, software sales and consulting services to the U.S. Department of Defense, Intelligence Community and Aerospace/Defense industry.

Screening International, LLC

Mr. Smith served nearly ten years in executive leadership roles, including his last role as President & General Manager. He began his tenure as the VP of Sales & Marketing for North America, a role in which he redesigned the go-to-market strategy and aggressively grew revenue and earnings year-over-year.

Parametric Technology Corporation

As Sales Director, Mr. Smith was responsible for relationship management and software sales. Under his leadership, the group consistently met and exceeded revenue objectives.


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Broward County 3.6


Daniel O. Cook

Vice President of Operations – East Region


Education

B.S., Civil Engineering, University of Maryland, MD

Relevant JOC Experience

Gordian

As Vice President of Operations, Mr. Cook is responsible for the development, implementation, and continued support for the eastern sector of Gordian’s client base, including but not limited to the following:

Pennsylvania Department of General Services

Pennsylvania State University

City of Chicago

Housing Authority of the City of Baltimore

District of Columbia Housing Authority

Georgia Department of Administrative Services

City of Miami

Previously, as an Account Manager, Mr. Cook was responsible for the implementation and continued support of the Job Order Contracting programs for the following:

Los Angeles Unified School District

Los Angeles Department of Public Works

New York City Department of Environmental Protection

New York City Department of Design and Construction

Other Experience

Construction Systems Group, McLean, VA

While at Construction Systems Group, Mr. Cook was a Project Engineer and was responsible for performing on-site inspections and generating reports for property owners. As the Project Engineer, he was also responsible for creating project manuals, including specifications, drawings, and bid forms. He regularly conducted pre-bid meetings, evaluated bids, and made bid recommendations. Mr. Cook was directly involved with construction inspection and management of restoration projects valued over $1.5 million.


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Broward County 3.7


Mike Guerra

Region Director

12 years of employment with The Gordian Group

Education

B.A. Organizational Leadership; St. Thomas University, FL

Building Construction, Miami-Dade Community College, FL

Gordian JOC Experience

As the Region Director with Gordian, Mr. Guerra is responsible for the overall development, implementation and continued support of the Job Order Contracting programs within the Florida region. His duties include the direct supervision and training of the Account Managers, Account Executives and Construction Managers assigned to the various client accounts.

Mr. Guerra has responsibility for the continued support of several JOC programs, to include the City of Miami Beach, Miami Dade County Public Schools and the City of Miami.

Other Experience

Miami-Dade County Public Schools, FL

As Project Coordinator of Maintenance and Operations for the Miami-Dade County Public Schools, he was responsible for managing planning, coordinating, and controlling construction, maintenance and operations.


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Broward County 3.8


Louis Patin

Development Manager & Director of National Programs


Education

B.A., Business Management, University of Phoenix


Gordian

As a Program Development Manager, Mr. Ledford is responsible for managing all activities related to developing a client’s JOC program, including preparation of customized Contract Documents, Bid Documents, Execution Procedures, Construction Task Catalog and Technical Specifications.

As the Senior Project Manager responsible for our largest client, the United States Postal Service, Mr. Patin has experience assembling and managing a complex program with significant regulatory measures.

Other Experience

Capri Construction/ Comet Electric, Inc.

Project Manager responsible for overseeing major projects ranging from $500,000 to $7 million. Duties included managing field crews and subcontractors, assisting with design and engineering, tracking labor and material expenses.

Louco Electric

Owner responsible for construction projects by planning, organizing, and completing quality inspections. Duties included reviewing and revising blue prints, manage subcontractors, sales and marketing, and all human resource functions.

Vita Electric, Inc.

Superintendent responsible for completing jobs with budgets ranging from $75,000 to $1 million. Duties included managing seven to eight projects at one time, supervise and train thirty apprentices to general electricians, employee performance and revising blue prints.

Publications

“A JOC Primer for Developing an Effective Scope of Work” Construction Executive Magazine, (March 2012)


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Broward County 3.9


W. Christian Mellon

Contracts and Execution Procedures


Education

B.A., Economics Hampden-Sydney College, VA.


Gordian

As Gordian’s Development and Implementation Specialist, Mr. Mellon is responsible for preparing the Bid Documents that will be used to procure the JOC contractors and preparing the Execution Procedures that will detail the procedures for managing the JOC program.

Prior to that, as an Account Manager, Mr. Mellon was responsible for the continued support of our contracts to provide JOC program consulting services for the following:

Purdue University

Chicago Transit Authority

City of Chicago

Chicago Public Schools

As a Federal Marketing Coordinator, Mr. Mellon provided marketing services for The Gordian Group by developing the JOC-in-the-Box marketing concept for Department of Defense facilities.

Other Experience

Kenco Equipment Leasing, OR

Customer Service, Telephone Sales and Lease Account Executive


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Broward County 3.10


Paul Cowan

Documents Manager / CTC Manager


Education

B.S., Management, Georgia Institute of Technology, Atlanta, GA

Certification

Information Technology Certificate, Georgia Institute of Technology


Gordian

As the Construction Task and Specifications Documents Manager, Mr. Cowan is responsible for maintaining Gordian’s proprietary 275,000 task Construction Task Database and for managing the preparation and publication of the Construction Task Catalog and Technical Specifications. Developing company expertise in design engineering and construction consulting, as well as value engineering.

Other Experience

Mr. Cowan has worked with manufacturing partners to design and produce products to assist the US Air Force with six sigma requirements.


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Broward County 3.11


John B. Melin, Jr.

Senior Cost Estimator


Education

B.S., Building Construction, Georgia Institute of Technology, Atlanta, GA

Licensures

Certified Cost Consultant, #1194

Project Management Professional, #04539


Gordian

Mr. Melin is responsible for gathering and processing data for use in developing our Construction Task Catalog database. Mr. Melin has prepared customized Construction Task Catalogs for over 100 public facility owners, including:

University of Illinois at Chicago

University of Illinois Urbana-Champaign

Purdue University

City Colleges of Chicago

City of Chicago

Lake County

Project Time and Cost, Atlanta

Department of Defense, Worldwide

Project Manager responsible for the coordination and preparation of site specific Unit Price Books for DOD Job Order Contracts worldwide.

Database and Estimating Software Experience

CACES, MCACES, M-CACES Composer Gold, MC2, Navy’s CES, CEG, Lotus

Professional Associations

Association for the Advancement of Cost Engineers International


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Broward County 3.12


Dong Lee

Quality Assurance Technician


Education

A.S., Computer Network Administration, Greenville Technical College

A.S., Paralegal/Legal Studies, Tallahassee Community College

JOC Experience

Quality Assurance Technician

As a Quality Assurance Technician, Mr. Lee is responsible for quality control and publishing of the Construction Task Catalog and Technical Specifications in both electronic and hardcopy form.

Other Experience

Greenville Technical College, SC

As a Supply Specialist III, Mr. Lee handled procurement and purchasing transactions for the largest community college in upstate South Carolina. Mr. Lee’s duties included: managing inventory database for all 5 campuses, performing yearly inventory audits, supervising the collection, reuse, and disposition of college assets according to state guidelines, scheduling and coordinating relocation and reassignments of state property, supervising the shipping and receiving department, and administering forklift certification tests for college employees.


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Broward County 3.13


William O. Linde, Jr.

Account Manager



As the Account Manager, Mr. Linde’s responsibilities include handling day-to day development, implementation, and support of the JOC program. He also assists in training staff in the proper execution of the JOC program, developing project assignments, scope identification and clarification.

Other Experience

Washington Metropolitan Area Transit Authority

Prior to joining The Gordian Group, Mr. Linde was Supervisor of Contract Administration. His responsibilities included supervising a team of eight contract administrators and coordinating numerous multi-million dollar programs in new construction areas for both tunnel and surface level projects of the Metro System. His responsibilities included overseeing cradle to grave procurement for WMATA’s Infrastructure Renewal Program with a yearly budget of $400 million and approximately 80 contracts per year.

Bechtel Professional Associates

Contract Administrator working on various WMATA projects. Duties included lead negotiator, preparation of estimates, time entitlement analyses and contract closeout. Provided litigation support as needed.


Member: U.S. Green Building Council Maryland Chapter


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Broward County 3.14


Joie M. Serra

Account Executive


Education

B.S., Architectural Engineering; University of Miami, FL

A.A., Edison State College, FL


As the Account Executive, Ms. Serra works closely with client’s upper management to maintain a successful and sustainable JOC program through varying communication including program reports consisting of data analysis and benchmarks. She is also responsible for identifying new revenue opportunities across Gordian’s solution offerings and partnering with Gordian’s product team to ensure innovations and enhancements to our services, data, and software satisfy clients’ needs.

Other Experience

F.H. Paschen, S.N. Nielsen

As a Project Engineer, Ms. Serra supported all Miami office contracts in regards to permits, notice of commencement as well as project close out. She was responsible for preparing scopes of work, PROGEN proposals and estimates, developed schedules, field reports and submittals.

Pulte Homes

As an Assistant Superintendent responsible for in assisting on all phases of home construction. Constructed two sales models to new national specifications. Assisted customer relations manager on service appointments and homeowner meetings.


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Broward County 3.15


Kiele Lowe

Product Director

2 Years of employment with Gordian

Education

BBA, Southern Methodist University with Honors, Cum Laude

Gordian Experience

Product Manager - eGordian

Ms. Lowe is responsible for providing eGordian software features to meet the specific data collection and reporting needs of Gordian clients. She communicates with internal and external customers to enhance design and functionality.

Other Experience

Boulder Insight LLC, Principal Strategy, Product & Operations

Ms. Lowe was responsible for leading client negotiations, contract execution and management for company. As the senior relationship and client manager Ms. Lowe was accountable for ensuring contractual obligations were being met and client satisfaction with services. Ms. Lowe also owned the operational management of company, including strategy, policy and setup of payroll, benefits, licensing, legal and operational needs. Ms. Lowe maintained the budget and positioned the company for growth. Growth projects include website redesign/implementation, conference positioning, new vertical implementation (training and nonprofit) and sales support.

Healthgrades, Independent Consultant

Acting as Chief of Staff and Product Executive, Ms. Lowe provided operational assistance, cross functional project management, lead key initiatives including the physician portal roll out, mobile app launch, and Diagnosis/Condition/Procedure data and site integration. Ms. Lowe resolved and monitored complex team and sponsorship issues requiring executive leadership and direction. Ms. Lowe supported deliverables for the Executive Vice President of Internet Strategy and Operations to the Board, Senior Executive Team, and companywide communications. Ms. Lowe facilitated cross level and team communications by establishing and leading staff and senior team meetings, as well as exploring and implementing internal procedures for communications.

IAC, Vice President & General Manager

In this role, Ms. Lowe was responsible for overseeing daily decisions and driving product, creative, technology, marketing, operation, and financial teams. One key responsibility was product evolution and cross functional team management. Ms. Lowe was a key team member in developing, presenting, and defending the straw man to our Chairman (the investor) who then approved our concept for funding. Acting cross functional manager to teams responsible for product management, customer service, partnerships (non –profit & content), editorial, marketing and press. Ms. Lowe directed the product roadmap, competitive analysis, and site quality. Ms. Lowe owned product requirement development, priority and pipeline management, and project management. Ms. Lowe also provided the strategy and implementation of key metrics, tracking and dashboard practices.


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Broward County 3.16


RealEstate.com

Ms. Lowe was responsible for developing and implementing product strategy for on-line and phone generated lead opportunities across the RealEstate.com business. Product considerations include call center, email, on line forms, business partner site interaction and management tracking, legacy system conversion, and multiple platform management. Client considerations are home buyers, broker/agents, and business development partners.

LendingTree, LLC

Ms. Lowe was responsible for cross company strategic initiatives ranging from new software to proof of concept business lines. As key liaison to both the business and technology communities, responsibilities include conceptualizing and executive idea buy in, business case development, market research and analysis, business requirements, functional design, technical specification coordination, implementation, roll out, training and documentation. Once deployed, key measurements are watched and either products are improved or are transitioned to operations.


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Broward County 3.17


Ramya Vuppala

Report Writer



As a Report Writer, Ms. Vuppala prepares and modifies Crystal Reports for eGordian. She also works with facility owners and contractors to convert their standard reports and forms to work in eGordian.

Other Experience

GR89 Technologies, India

While at GR89 Technologies, Ms. Vuppala was the Report Specialist and was responsible for developing the reports module for Order Management System product, development, and testing several Crystal reports extracting data from a SQL Server database. She developed reports with parameters, sub-reports, and cross-tabs based on queries connecting to multiple databases. Ms. Vuppala also took client requirements over the phone, prepared adhoc queries/reports for proof of concept, and also to meet the immediate client needs.

GE Infrastructure, India

While working at GE Infrastructure, Ms. Vuppala was the Junior Consultant involved in the development of test cases from a functional requirements and use cases. Here she performed database testing using SQL queries for search module to ensure that data reflected in the user interface is in sync with data in the database and checked whether data in the reports module is in compliance with data in database using SQL queries.

Computer Hardware and Software Experience

Experienced with PC hardware. Proficient with a multitude of office software as well as, Crystal Reports, Foxpro database, communications applications, and eGordian proprietary software.


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Broward County 3.18


Tomika Rogers

Manager of Customer Support


Education

Masters of Science - Management, Southern Wesleyan University, Central, SC

Bachelor of Science - Management, Winthrop University, Rock Hill, SC

Experience

The Gordian Group

Ms. Rogers recently assumed the position of Manager of Customer Support to focus on organizing our customer support teams and introduction of new ways to exceed expectations of our varied clients. She began her tenure as a QA Engineer, then as QA Manager, and eventually as SCRUM Master collaborating with Product Owners. Prior to joining The Gordian Group, Tomika worked for nearly twenty years in the IT industry as a system analyst, software engineer, business analyst and QA professional.

Other Experience

American Credit Acceptance Corporation, Spartanburg, SC

As the QA Team Lead and Business System Analyst, Ms. Rogers defined and organized the processes for a newly-developed QA testing group. She worked closely with a team that developed methodology which uncovered millions in cost savings within its first week of implementation.

Computer Sciences Corporation, Overland Park, KS

As the QA Lead and Senior Professional for QA Testing, Ms. Rogers developed and executed manual test scripts for the Development and QA test environments of the Women, Infant and Children (WIC) systems for the Department of Public Health.

Carolina First, Greenville, SC

As a Business Analyst for the bank, Ms. Rogers wrote business and technical requirements and specifications used to develop code for defect detection; she also developed training and user documentation for systems and processes within the Carolina First loan department. Ms. Rogers also worked as the primary QA Tester for the bank’s mainframe system. Ms. Rogers was promoted to Banking Officer within her first year.


Certified Manager of Software Testing (CMST)

Certified ScrumMaster®


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https://www.linkedin.com/search?search=&title=Realtor%2C+MBA%2C+CRS&sortCriteria=R&keepFacets=true&currentTitle=CP&trk=prof-exp-titlehttps://www.linkedin.com/search?search=&title=Realtor%2C+MBA%2C+CRS&sortCriteria=R&keepFacets=true&currentTitle=CP&trk=prof-exp-title

Project Approach

Broward County 2.1


Pinellas County

City of Miami

Miami-Dade County Public Schools

In-Dyne

Overview of Gordian

The Gordian Group, Inc. (“Gordian”) is the most qualified and experienced firm in existence for implementing and supporting a customized systemwide Job Order Contracting (JOC) program for Broward County (the “County”). Gordian has more than twenty-seven years of experience developing, implementing and supporting JOC programs. With more than 200 clients, we have established and currently support JOC programs for city, county, school district and university clients across the country.

Gordian JOC program clients include the City of Miami, and Miami-Dade County Public Schools, multiple agencies across New York State and New York City, the California State University System, City of Chicago, Palm Beach County, and many others. As requested in the RFP, Vendor Reference Verification Forms are provided for several Florida based, non-Broward County JOC programs as identified in Section 4. Additional narrative program information for the following and other programs are provided in Section 4 of the proposal:

Each of the JOC programs that Gordian has implemented, and supported, has been unique and successful. Our municipality clients have a different JOC program than our educational clients, and our educational clients have a different JOC program than our transportation clients. Gordian’s extensive experience with JOC programs for state and county agencies makes us uniquely qualified to provide JOC services to the County, and the many types of work the County will seek to complete through JOC.

We measure success a couple of ways. First, time and money savings comparisons show some of the most direct benefits to our clients. Additionally, because our pricing is purely performance based and we charge for our products and services only when they are used, Job Order volume becomes another key metric. We will demonstrate that Gordian’s extensive experience and success with JOC programs makes us the best candidate to provide JOC services to the County.

History of JOC

Harry H. Mellon, Chairman and Founder of Gordian, invented the family of contracting systems known as JOC in 1982 while serving as Chief Engineer, Army Corps of Engineers, for NATO operations in Europe.

Public procurement processes typically involved lengthy lead times between the identification of a need for contracted maintenance or construction services and the actual acquisition of those services. These delays often resulted in


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Broward County 2.2


additional failures and costs because needed repairs were not completed timely or premiums had to be paid to meet high-priority delivery schedules. A genuine need existed to be able to procure contracted services in a timely and cost effective manner, while at the same time, maintaining control through adequate inspection and contract administration procedures. Mr. Mellon fulfilled this need by inventing JOC.

In 1985, after JOC proved successful for NATO, Mr. Mellon was tasked with developing and implementing a JOC program for the Department of Defense. Over the next several years, he developed the Delivery Order Contracting (DOC) system for the U.S. Army, the Simplified Acquisition of Base Engineering Requirements (SABER) system for the U.S. Air Force and the Work Order Contracting (WOC) system for the U.S. Navy. Mr. Mellon developed the initial Unit Price Books, Technical Specifications, internal Execution Procedures and the Contract Documents for these systems. Every defense facility in the United States and abroad that operates a JOC program does so under the original framework and procedures developed by Mr. Mellon.

History of Gordian

After retiring from the Army Corps of Engineers, Mr. Mellon realized that public owners, like the County, would benefit greatly from the advantages of JOC. In 1990, he started Gordian for the sole purpose of providing the products and services necessary to implement and support JOC programs for public facility and infrastructure owners. Since then, we have successfully implemented JOC programs for a wide variety of clients in many different public sectors from the New York City Department of Education to the Los Angeles Department of Public Works. We’ve also established a nationwide JOC program for the United States Postal Service.

Since our inception, JOC has been and continues to be our primary business. Starting with our first client, Miami-Dade County Public Schools, we have progressively improved and refined our approach. Gordian is the leading firm in the nation that provides a JOC solution with single point responsibility for all of the products and services necessary for a turnkey JOC program. Our JOC solutions include the proprietary data, technology, process and human resources necessary for a successful JOC program. We provide and support, with in-house staff, a comprehensive program. We do not “private label” the products from other companies, nor do we rely on third parties or independent vendors or subcontractors. A description of the services and deliverables proposed for the City’s JOC program is presented in the Technical Proposal section behind Tab 4 of this proposal.

One of the most obvious benefits of Gordian JOC solutions is the significant procurement and construction time savings achieved. The charts below show the time savings accrued during the design and procurement phases with JOC, compared to Design-Bid-Build and Design-Build, according to a 2015 study by the Performance Based Studies Research Group at Arizona State University. These time savings arise because most repair, alteration and minor construction projects have simpler design requirements. Additional efficiencies come from having indefinite


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Broward County 2.3


quantity construction contracts where contractors are in place and offer virtually “on call” availability.

Our history has shown that Gordian JOC solutions eliminate the time and expense of lengthy design and bidding that is typical with traditional systems, and allow owners to procure construction work an average of 60-180 days per project faster. Gordian’s approach has proven to save significant money for our clients, too. Unnecessary design expenses of traditional methods are eliminated. Because JOC contains specific, firm and fixed prices rather than negotiated ones, additional savings result from not having to negotiate every project. Next, because our Construction Task Catalog is the most specific in the industry, using it brings unmatched savings by eliminating vague and often abused “gray areas”. The specific nature of Gordian’s price books prevents a contractor from quoting high end materials and substituting low grade materials because the owner’s exact technical specifications are detailed in writing. Such errors are most common in quoting “General Conditions” items for


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Broward County 2.4


things like site trailers, portable toilets, rental equipment, minor barricades and signage, project site clean-up, etc. where superfluous items are added or overstated. Gordian has compiled several side by side comparisons showing that our watchful third party eye, coupled with our comprehensive and client customized JOC program, puts the client in control and saves considerable expense. The chart below reflects real studies of construction savings achieved with Gordian JOC solutions.

Gordian’s success has brought with it a number of competitors offering their own versions of JOC. These firms are typically construction contractors in some form using off-the-shelf estimating guides and piecemeal approaches to Job Order Contracting. Many facility owners have found that “Contractor JOCs” do not save them money, and can even cost more than traditional bid construction, because of the inherent risk and conflict of allowing the contractor to propose their own system and then operate that system to the detriment of the owner. The bottom row of the chart above demonstrates this effectively. Note, too, that significant savings are realized with Gordian JOC despite HIGHER coefficients than those of the “estimating guide” approach. It may seem counterintuitive, but the gap comes from the ambiguous “wiggle room” that estimating guides bring. Our 26 years in business have shown that Gordian JOC solutions, unlike any other JOC approach available today, produces consistent savings of at least 8-15% and allows clients to “transparently” spread their construction dollars much further.

Industry Recognition

Gordian’s Job Order Contracting solutions continue to earn best in class results and recognition. Due to innovative and successful implementations of this alternative procurement method, a growing list of national organizations have honored our clients and our solutions.

National Joint Powers Alliance® (NJPA)

Gordian received the 2017 NJPA Legacy Award for exemplifying commitment, innovation and persistence in creating uncharted business concepts. Since 2007, Gordian has partnered with NJPA to deliver a unique and streamlined bidding and contracting process for construction called ezIQC®. NJPA members benefit from this faster and more efficient construction procurement process, and ezIQC’s streamlined approach has had a nationwide impact on taxpayer savings by stimulating local economies and business climates.

United States Postal Service (USPS) USPS is one of Gordian’s largest clients. Each year, USPS presents a Supplier


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Performance Awards Program to recognize suppliers that reduce costs, maintain high levels of service and provide innovative and sustainable solutions. Gordian was honored with the 2016 Supplier Performance Award for superior supply chain management efforts through Job Order Contracting, allowing the Postal Service to more effectively provide exceptional mail service to the American public.

Gordian also received the 2010 Supplier Excellence Award for achieving outstanding results in a wide range of projects executed with Gordian’s Job Order Contracting solution – ranging from disaster clean-ups to national energy conservation projects.

National Association of Counties (NACo) Gordian client, Cook County, Illinois, was awarded a 2015 Achievement Award from the National Association of Counties (NACo) for its implementation and utilization of Job Order Contracting to ensure prompt, efficient and cost-effective repair, maintenance and construction projects for county facilities and infrastructure.

Another Gordian client, Lake County, Illinois, received the same honor in 2012 for expediting and completing vital maintenance projects throughout the county with Job Order Contracting.

InfoCommerce Group (ICG)

In 2012, Gordian’s eGordian® web-based software solution was awarded the InfoCommerce Model of Excellence for innovative use of construction data. eGordian’s easy-to-use interface allows users to streamline and successfully administer Job Order Contracting programs.

National Association of Housing and Redevelopment Officials

(NAHRO) Each year, NAHRO presents its prestigious national Awards of Merit to recognize innovative housing and community development projects, programs and services throughout the country.

The Hopewell Redevelopment and Housing Authority (HRHA) received the NAHRO 2011 national Award of Merit for utilizing ezIQC to procure multiple projects and completing them in the time it would have taken to procure a single project if traditional project delivery methods had been utilized.

In 2010, NAHRO awarded Housing Authority of the City of Annapolis (HACA) with the national Award of Merit for innovative procurement practices. HACA utilized Gordian’s ezIQC solution to quickly renovate vacant housing units with an influx of ARRA funds. HACA also won the 2010 NAHRO Mid-Atlantic Region’s Outstanding Achievement award for this project.

Scope of Services – RFP Requirements

Since Gordian is the firm that developed, implemented and currently supports the County’s JOC program, we can provide a seamless transition from the current contract without any program interruption. However, we believe that the County will benefit from a full evaluation and reimplementation of its JOC program to incorporate our most recent developments and best practices. The staff responsible for the development and implementation above are already familiar with the County’s current policies and procedures, and will work with County staff to incorporate any necessary revisions to the execution procedures and overall program execution strategy based on a thorough evaluation of the program.


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Broward County 2.6


Program Development

The Program Development process incorporates all the activities necessary to establish the structure of the County’s JOC program. While JOC is a method of procurement, it is very different from the traditional methods and many factors must

be considered when organizing a JOC program. We will assist the County in making

educated decisions about the structure of its JOC program, from the minimum and

maximum value of the contracts to the differentiation between individual Bid Factors.

We will not reinvent the wheel or learn as we go. We will bring with us our experience

and knowledge gained from other similar facility and infrastructure owners.

To ensure a successful JOC program, the proper policies and procedures must be

prepared and implemented. Our experience will enable us to develop a

comprehensive set of Execution Procedures that adhere to the County’s general

operating and organizational philosophies. These Execution Procedures must

incorporate all phases of the JOC process. Specific issues that must be addressed

include:

Project Initiation

How is a JOC project identified? Who approves projects for JOC? When is a

JOC Project Number assigned? How is the JOC Project Number to be

structured?

Project Development

How will a preliminary Detailed Scope of Work be documented and refined?

Who needs to attend the Joint Scope Meeting? What documentation will a

contractor submit with the Price Proposal? Will liquidated damages apply?

MBE/WBE Compliance Procedures

What compliance forms will the contractor submit with each Price Proposal?

Who will verify compliance? What documentation will need to be developed?

Permit Procedures

Are permits required for a specific project? Are permit requirements different

for different buildings or uses? How and when will permits be submitted?

Who will verify permits? What documentation will need to be developed?

Project Review and Approval

Who will prepare the independent estimate? What pricing source will be used

to develop the independent estimate? Who will verify the estimate? What

documentation will need to be developed? Who will review the contractor’s

Price Proposal and how? Who will approve and sign Job Orders?

Construction Inspection and Acceptance


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Broward County 2.7


Gordian JOC Documents

Construction Task Catalog

Technical Specifications

Contract & General Conditions

Bid Documents

Who will inspect the ongoing JOC work? Who will accept the final JOC

project? Who will provide quality assurance? How will submittals and shop

drawings be handled? What documentation will need to be developed?

Project Close Out Procedures

Who will certify final completion? How will the close out documentation

provided by the contractor be handled? How will warranty information be filed

and tracked?

Payment Policy and Process

Who will certify final payment? What documentation needs to be submitted

with a JOC payment request? What is the step by step payment process?

Our experience has given us insight into each of these issues and allows us to make proven, efficient and cost effective recommendations. We propose to organize and manage a series of conferences and meetings with key the County staff to identify and detail specific internal Execution Procedures. Each procedural step and policy will be fully documented in written Execution Procedures for the prevention of fraud, waste and abuse.

Document Development Process

Gordian recognizes that each client is unique and has proven that the best JOC results are achieved when a program is tailored to fit the client’s requirements. We know that success depends on the quality of the Contract Documents. To reach the highest level of success in efficiency, client control and cost savings, the

County’s JOC program must have documents prepared and customized specifically

for your use. We have successfully developed, implemented and support more than

200 custom JOC programs. Gordian prepares all of the Job Order Contracting Documents for the County including the Construction Task Catalog, Technical Specifications, Contract and General Conditions, and Bid Documents. No other firm

provides this level of service.


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Broward County 2.8


Construction Task Catalog and Technical Specifications

During the past 27 years, our team of experienced cost estimators has prepared

more than 3,000 customized Construction Task Catalogs, specifically designed for

JOC programs. We have customized Construction Task Catalogs for state,

municipal, educational, transportation, healthcare, housing and water management

clients. This depth of experience has created a comprehensive database from which

we can draw upon when customizing a Construction Task Catalog for a particular

client. Gordian is the only source in the world for client specific JOC price books and

documents, and the unsurpassed results they bring. The data we have already

compiled and cataloged specifically for the County’s JOC program, and its highly

specialized work, are unmatched by any other construction data source in the world.

With continued investment in our construction cost data resources, we now have

more than 25 engineers and estimators that continuously research, update and

develop construction tasks for our construction cost database.

Gordian will conduct a series of review conferences with the County staff to ensure

the appropriate maintenance and construction related tasks are included in each

Construction Task Catalog.

We will use local prevailing wages and local material and equipment costs particular to Broward County (which we obtain directly from local subcontractors and suppliers) to price our Construction Task Catalog. That allows us to be extremely

accurate. The pricing of the Construction Task Catalog will be specific for the County

and will incorporate current actual local equipment and material prices, along with

local area prevailing wage rates. When contractors have confidence in a Construction

Task Catalog, they will offer the County a more competitive price. No other firm has

our level of experience researching and formulating construction cost data for JOC

specifically for the Broward County market.

When we build a new Construction Task Catalog, we start with our 275,000 task

database that is continually improved and updated not only by us, but by our clients. As part of our ongoing support role, we produce updated Construction Task Catalogs

for each JOC solicitation. When we notice areas for improvement, we bring in our


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Firm’s Approach

Broward County 2.9


cost estimating team to incorporate the improvement into the very next published

book using our DMAP (Database Manager and Publishing) software and its component pricing capability. With over 1,000 catalogs currently in use, client

feedback has allowed us to continually raise our level of quality. If any items are not

already included in our database, Gordian will gladly develop them for the County.

These new tasks will be for the exact construction product or material that the County

requires for its projects including, if necessary, unique owner supplied material and

equipment.

A JOC Construction Task Catalog must be specific because, together with the Technical Specifications, it describes the work the contractor is obligated to perform and the quality of workmanship and the quality of materials that is required for each construction task.

Each task in our Construction Task Catalog has an accurate, customized description, an easily recognized unit of measure, a price to install the item, and if appropriate, a price to demolish the item. A task may also have several modifiers which adjust the price for variations in materials (e. g. 12 gauge instead of

14 gauge) or for quantity discounts (from 1,000 to 5,000 square feet). When dealing

with tasks such as painting, drywall, ceiling tiles and concrete sidewalks, increased

quantities significantly reduces a contractor’s cost and this savings should be passed

onto the facility owner. A Construction Task Catalog that does not take into account

quantity discounts will not be accurate and will deprive the facility owner of these

savings.

Gordian knows that a balanced, comprehensive JOC specific Construction Task Catalog is critical to the success of a JOC program. The only alternative to our customized

Construction Task Catalog is one or

more of the generalized construction

cost estimating guides. Estimating

guides are excellent for generating

“estimates” but are inferior to a client

specific Construction Task Catalog for a

JOC program in several ways.

Price Averaging: Generalized estimating guides are prepared using national price averages. They include local cost indexes to adjust the national price average to

a local price. Using national prices and price averaging

results in unbalanced pricing. Some tasks are underpriced

and some are overpriced for the local market. The

unbalanced pricing structure causes two problems. The first

problem is that the owner could end up paying more than is

necessary for work because the prices listed in the

generalized estimating guides do not reflect heightened

competition, increased productivity or other local factors. The

second problem is that a contractor, uncomfortable with the

imbalance in pricing, will raise its bid to compensate for the

risk involved. The owner will pay for this added risk.


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Broward County 2.10


Ambiguous Task Descriptions: Tasks in the generalized estimating guides have descriptions that are meant for doing construction estimates, not contracts. The

task descriptions are designed to be general and cover an average cost of a

range of items. This ambiguity allows a JOC contractor to include tasks that are

not appropriate and therefore increase costs unnecessarily, especially in the

areas of “General Conditions.” Not only does this result in increased costs to the

facility owner, but it also fosters an adversarial relationship between the owner

and the contractor and slows the overall process.

In addition to ambiguous task descriptions, generalized estimating guides use the

terms minimum, average and maximum throughout to indicate quality of

materials. What will the contractor use as a guideline to determine which price to

use? The owner should not have to negotiate what is an “average” piece of

hardware. This can open the door to fraud, favoritism, corruption and

unnecessary owner expense.

No Demolition for Most Tasks: The bulk of the work performed in JOC is renovation, repair and replacement work. Most generalized estimating guides do not provide demolition prices for a majority of the tasks associated with this work.

Therefore, the demolition cost of even the simplest task must be negotiated. One

of the significant advantages of JOC is that you do not have to negotiate prices.

The requirement to negotiate tasks will create an adversarial relationship between

the owner and the contractor and change the nature of the contract from

competitively bid to negotiated.

No Quantity Discounts: There can be significant cost savings when doing large quantities of the same work. Most generalized estimating guides do not provide

pricing for quantity discounts. This results in the owner losing the benefit from the

savings associated with larger quantities.

Administrative Challenge: As mentioned above, generalized estimating guides are prepared using national price averages. The national price average must then be

multiplied by a unique factor related to the local cost index to obtain a local price.

In addition to this multiplication, the facility owner must determine whether the

total cost column will be used or the total including overhead and profit. When

reviewing a JOC contractor’s estimate prepared from a generalized estimating

guide, the owner's staff must verify that the correct tasks, the correct quantity, the

correct bid factor, the correct price column, and the correct city factor have been

used; and that the entire math containing all of these components is accurate.

Considering the average Proposal has over 40 tasks, this can create a severe

burden on existing staff.

Estimating guides are too generalized and can be manipulated by the contractors.

The loose, general or incomplete task descriptions, and missing tasks typically found

in estimating guides put a strain on the relationship with the contractor as the parties

negotiate through tough pricing issues. Gordian’s clear, comprehensive and

specific Construction Task Catalog, however, allows the parties to establish firm and fixed prices for Job Orders. The focus shifts to getting the work done instead of negotiating the line items for each and every Job Order. That is how JOC is

supposed to work.


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Broward County 2.11


Gordian will work directly with the County to customize the Construction Task

Catalog.

The County will save time and money and improve quality with a Construction Task Catalog that has been tailored to meet your needs, and the type of work to be performed under each JOC contract. Gordian will continue provide Construction Task Catalogs, employing CSI format, for the County which will be 100% customized,

100% accurate, and include the exact tasks necessary for your JOC program.

Updates and Revisions

As described above, each Construction Task Catalog is customized for each client to

ensure only the applicable construction tasks are included, and an updated

Construction Task Catalog is issued for every JOC contract solicitation for the

County. Our cost estimators are continuously working to update and develop tasks

every day, and each client receives the most up-to-date pricing information each time

and JOC solicitation hits the street. We do not pull national, off-the-shelf pricing

guides to run a JOC program. The County’s Construction Task Catalog will be one-of-

a-kind, and can be constantly updated and revised to add new construction tasks,

delete unnecessary tasks, and update pricing for each JOC contract. At the County’s

discretion, the Construction Task Catalog can be updated annually, and amendments

to the JOC contract can be prepared and executed to incorporate new construction

tasks and pricing that are identified during the previous contract year. This enables

the County to add line items when recurring non-prepriced items are identified.

Technical Specifications

We have prepared more than 3,000 sets of Technical Specifications specifically for

JOC. The Technical Specifications will include the same CSI specification numbers

as the applicable tasks, and dictate the quality of the workmanship and the quality of

the materials for the tasks detailed in the Construction Task Catalog. The two

documents must complement each other and be consistent. Both must be

customized for each owner. By having the estimators and the Technical Specification

writers in the same office we can assure increased communication and consistency.

We follow a comprehensive and integrated development process preparing these two

documents in parallel. Such coordination is essential to give bidders confidence in the

pricing structure and in the overall process. Customization of the JOC Technical

Specifications will also allow the County the flexibility to standardize equipment and

materials. Preferred vendors and suppliers can be incorporated into the Technical

Specifications with the County having the final approval of “or equal” substitutions.

Contract Documents

The Contract and General Conditions are critical to the JOC process since they establish all of the contract requirements and compliance procedures. A poorly

developed document can lead to bid protests and claims, and can breakdown the

non-adversarial relationship that is essential to a successful JOC program. The

challenge of creating these documents is that standard County contract language and

forms must be integrated with JOC specific language and clauses. Since JOC is a

different procurement process, a great deal of the contract language that has been

adopted for traditional construction contracting does not apply. We will draft a full set


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Broward County 2.12


of bid documents, including the Contract and General Conditions, and will coordinate

those documents with the various departments within the County.

Bid Documents

An essential part of any contract package is the Bid Documents. These documents

need to be carefully customized for a JOC program in order to enhance competition

and minimize the possibility of a bid protest. The Bid Documents need to be prepared

and presented to the bidder in a manner that minimizes uncertainties. The “tighter”

the Bid Documents the better the bid prices will be. Gordian proposes to assist the

County in the preparation of all documents needed for the County’s JOC program.

A critical objective of many Job Order Contracting programs is to achieve and

improve upon the participation goals for minority and female owned business

enterprises. Gordian will work to ensure that appropriate goals, compliance

procedures and contract language are included in the Contract Documents. Since

work under JOC is identified and accomplished on a project-by-project basis rather

than up front, as in traditional contracting, minority subcontracting compliance

procedures, policies and forms may be integrated and included in the Contract and

General Conditions.

Procurement Support

This phase incorporates all the activities necessary to establish the structure of the

County’s JOC program, inform internal County staff and the contracting community

about JOC, and procure the JOC contractors. Specific services will include preparing

and conducting an external marketing program, an internal marketing program and

pre-bid seminars.

External Marketing and Outreach Program

Gordian proposes to coordinate and conduct the external marketing of the JOC

concept to the local contractor community. The purpose is to explain the JOC concept

to the local contracting community. We will accomplish this portion of the program by

meeting with various contractor groups, trade organizations and bonding companies,

as necessary, in order to solicit support for the JOC program. Intending bidders will

have many questions and concerns that must be fully addressed before they will feel

comfortable in submitting a bid.

Gordian Procurement Support

External marketing program

Internal marketing program

Pre-bid seminars


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Broward County 2.13


While JOC will be a new concept for many of the contractors in Broward County,

Gordian has successfully conducted outreach in Broward County through our contract

with the United States Postal Service, including with local contractors such as EBJ

Construction, Inc., Allied Pacific Builders, Inc. and Pioneer Contracting Co.

Internal Marketing Program

Gordian will conduct internal marketing of the JOC program by holding orientations

and seminars for the County. These orientations and seminars are essential in

obtaining staff support and cooperation.

Pre-Bid Seminars

A central feature of Gordian’s procurement plan for Job Order Contracting is the pre-

bid seminar for intending bidders. Since most facility owners want to attract local

contractors, but often many of the local contractors are not familiar with the JOC

process, it is essential that a proactive educational program occur prior to bidding.

Gordian believes that the increased information exchange between the owner and the

intending bidders will lead to a better understanding of the JOC program, less bid risk

for the contractors and ultimately, lower bids.

The first section of the pre-bid seminar focuses on explaining the overall JOC

process, the number, size and types of JOC contracts being bid, and an in-depth

discussion of the owner’s expectations for the JOC contractor.

The second section presents information on understanding and applying the

Construction Task Catalog, the costs that must be included in the Adjustment

Factors, and different methods for the contractors to calculate their Adjustment

Factors. Contractors are also taught how to build sample Price Proposals. This

section concludes with an extensive question and answer session.

If the client prefers, this seminar can be presented in two separate sessions.

We will take the lead in reaching out to local contractors to inform them about JOC.

We will prepare and conduct extensive pre-bid conferences that have been refined

over time to secure for the County the very best qualified contractors at a meaningful,

competitive price.

Evaluating the CTC

Applying the CTC

Building Price Proposals

Calculating the Adjustment Factor

How to staff a JOC contract


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Broward County 2.14


Gordian will assist the County throughout the procurement process. In addition to the

pre-bid activities outlined above, we will assist with the evaluation of bids and the

contract awards, as requested by the County.

eGordian®

Gordian will provide the County staff with unlimited access to our information

management software that is required to run a Gordian JOC program. eGordian is

capable of generating all of the JOC documents, including the contractor’s Price

Proposal, the independent estimate, Job Orders, and all management reports and

forms. Our proven software was specifically designed to support JOC programs and

will be configured to meet the information management needs of the County’s JOC

program. It is essential to optimizing the efficiency and convenience of a Gordian JOC

system.

Pursuant to the instructions set forth in the RFP, a complete description of our

eGordian software as a service (SaaS) deliverable is provided in Section 3 of the

proposal.

Implementation & Training

The Implementation and Training phase incorporates all the activities necessary to

implement the County’s JOC program.

Implementation

Gordian can develop and implement a JOC program for the County within 120 days

of the receipt of a contract. We have an outstanding track record of developing JOC

programs within or ahead of the established schedule for every client. The fastest

start-up in the history of Gordian was Kern the City, California. The City desired a fast

track start to avoid losing some year-end funding. With cooperation from the City

staff, we were able to open bids 50 days early.

Meeting the 120-day schedule will require working as a team. Timely response from the County staff to our requests for information and requests to review draft

documents is critical to the development and implementation process. We are aware

that your staff has multiple demands placed on them in addition to your JOC program.

A proposed Implementation Schedule for the County can be found at the end of this section.

Experience has shown us that it is best to work in our client’s facilities during the early

stages of the contract, so we are available to meet with client staff at their

convenience. We request that the County assume the following duties and

responsibilities:

1. Review all documentation and requests for information submitted by Gordian

in a timely manner.

2. Provide full information regarding requirements for the JOC program,


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including but not limited to, facilities lists, current Owner procedures,

programs, technical specifications and bidding information.

3. Designate, in writing, a representative who shall render or obtain decisions

pertaining to the JOC program in a timely manner.

4. Provide work space and access to the Internet, copiers and printers for use

by Gordian’s on-site staff.

5. Provide reproduction services for the Construction Task Catalog, Technical

Specifications, Contract and General Conditions, Instructions to Bidders and

Bid Forms, including the bid packages distributed to construction contractors.

The JOC Program Development and Implementation Schedule included at the end of this section sets forth the proposed implementation schedule for the County’s JOC program, including preparation of the contract documents, advertisement and pre-bid process, and award of the JOC contracts.

Training

Gordian will be responsible for providing a comprehensive JOC Master Training Program, which will include different course modules so that all elements of the County and JOC contractor staff will receive specialized training. Gordian will develop and publish all training aids and materials necessary to support the JOC training courses. The JOC Master Training Program will be modified to fit the County’s processes and procedures.

Gordian’s JOC Master Training Program has been fine-tuned over the last two decades and is designed to provide the maximum effectiveness and flexibility for the County staff. The training program will be comprised of multiple training modules so that training sessions can be structured to the specific audience. The training courses will stress a hands-on practical application of the JOC solution selected by the County. The training sessions will be unique to the County and will not be “canned” sessions.

This “cafeteria structure” allows us to train selected groups in only those modules of value to them. Our modular approach to JOC training eliminates wasteful duplication and lost time on the part of participants. Each module is scheduled for one to four hours and will be given as often as requested. The total number of classroom hours and extent of field training is dependent on the experience and abilities of the participants being trained.

The full array of training modules offered has been refined over time and are illustrated to the right. A description of each module is presented below.


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JOC Overview

The JOC Overview Module is a general purpose introduction designed to familiarize the County staff with the JOC concept. Topics include an overall JOC orientation as well as a discussion of how JOC will be implemented. In addition, JOC is presented from a contractor’s perspective so the County staff can better understand the contractor’s risk and potential reward. Included in this module is a discussion of how a contractor prepares a JOC bid. This module is presented in lecture format and is scheduled to be given in a two hour block.

JOC Contract Documents

The JOC Contract Documents Module is a detailed discussion of the contractual terms of the contract. This module is designed for project managers and procurement staff. The contract documents are the “rules” under which the JOC program will be implemented. It is critical that key operational and procurement staff fully understand the Contract Documents.

The JOC Contract Documents Module is presented in a lecture format and is scheduled to be given in a two hour block. Copies of all materials and the contract terms and conditions are contained in the training manual.

JOC Program Execution


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The JOC Program Execution Module includes a detailed, comprehensive review of the County’s approved JOC Execution Procedures. Training for this module includes ensuring that the County facilities and procurement staff have a full understanding of the procedures and forms that will be used to approve JOC work.

The JOC Program Execution Module is presented in a mixed lecture and practical exercise format and is scheduled to be given in one to two hour blocks.

Job Order Development

The Job Order Development Module includes training on a complete series of practical exercis