147.3 Job Order Contracting (JOC) - Revision history

Hoskir: updated per RR

2024-06-27T14:55:56Z

updated per RR

← Older revision		Revision as of 09:55, 27 June 2024
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			<div style="float: right; margin-left: 30px; margin-bottom: 30px;">__TOC__</div>

	[[image:148.jpg\|right\|300px]]		[[image:148.jpg\|right\|300px]]
	MoDOT uses a contracting process called Job Order Contracting (JOC). This contracting process allows MoDOT to award fixed price construction contracts with indefinite delivery and indefinite quantity (ID/IQ) at individual work locations within the project limits. ID/IQ is governed by FHWA through 23 CFR 635 Subpart F. JOCs are typically used for on-call maintenance repair contracts, including asphalt and concrete pavement repair, guardrail and guard cable repair, bridge repair and fence repair. JOCs can be used for other construction contracts. All non-standard JOCs (see list of standard JOCs and links in box below) shall be reviewed by CO Design for compliance and federal reimbursement eligibility, prior to PS&E submittal.

	The JOC bid proposal must specify the minimum and maximum program budget to be awarded during a specified contract term. MoDOT is not bound, however, to issue a minimum or maximum number of job orders during the contract term. It is MoDOT’s overall intent though to meet the anticipated maximum budget specified in the contract.		MoDOT uses a contracting process called Job Order Contracting (JOC). This contracting process allows MoDOT to award fixed price construction contracts with indefinite delivery and indefinite quantity (ID/IQ) at individual work locations within the project limits. ID/IQ is governed by FHWA through 23 CFR 635 Subpart F. JOCs are typically used for on-call maintenance repair contracts, including asphalt and concrete pavement repair, guardrail and guard cable repair, bridge repair and fence repair. JOCs can be used for other construction and maintenance contracts. All non-standard JOCs (see list of standard JOCs and links in box below) regardless of funding source, shall be submitted to Engineering Policy Services for review of contractual compliance, constructability, and federal reimbursement eligibility, prior to PS&E submittal.

			The JOC bid proposal must specify the minimum and maximum program budget to be awarded during a specified contract term. MoDOT is not bound, however, to issue a minimum or maximum number of job orders during the contract term. It is MoDOT’s overall intent though to meet the anticipated maximum budget specified in the contract.

			JOCs shall have a Disadvantaged Business and Enterprise (DBE) goal set by MoDOT’s External Civil Rights. See [[:Category:146 Disadvantaged Business Enterprise (DBE)\|EPG 146]] for additional information.

	JOCs shall have a Disadvantaged Business and Enterprise (DBE) goal set by MoDOT’s External Civil Rights. See [[:Category:146 Disadvantaged Business Enterprise (DBE)\|EPG 146]] for additional information.		All JOCs shall be reviewed for NEPA compliance. A Request for Environmental Services (RES) shall be submitted to the Environmental Section at the appropriate project development stage. Job Order Contracts (JOCs) are allowed one RES submittal, a Final RES, submitted annually for each renewal cycle, because they do not change significantly. See [[127.1_Request_for_Environmental_Services\|EPG 127.1 Request for Environmental Services]] for additional information.
	~~<div id="All JOCs shall be reviewed"></div>~~
	All JOCs shall be reviewed for NEPA compliance. A Request for Environmental Services (RES) shall be submitted to the Environmental Section at the appropriate project development stage. Job Order Contracts (JOCs) are allowed one RES submittal, a Final RES, submitted annually for each renewal cycle, because they do not change significantly. See [[127.1_Request_for_Environmental_Services\|EPG 127.1 Request for Environmental Services]] for additional information.

Hoskir: /* 147.3.5 Term Extension of Job Order Contracts */ updated email address per email from Teresa C.

2024-06-10T13:01:13Z

147.3.5 Term Extension of Job Order Contracts: updated email address per email from Teresa C.

← Older revision		Revision as of 08:01, 10 June 2024
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	:* Per [[147.3_Job_Order_Contracting_(JOC)#147.3.9_Change_Order_Approvals\|EPG 147.3.9]], the one-year term extension change order should be District level approval (this is an exception to all other time extension change orders, which require Division level approval).		:* Per [[147.3_Job_Order_Contracting_(JOC)#147.3.9_Change_Order_Approvals\|EPG 147.3.9]], the one-year term extension change order should be District level approval (this is an exception to all other time extension change orders, which require Division level approval).

	:* The RE must notify the contractor that the performance contract bond shall be increased to an amount equal to the original contract amount plus the extended contract amount (i.e., the original bond amount is generally just doubled). This can be accomplished by issuing a rider to increase the original bond to the new anticipated contract amount, or by issuing a new bond for double the original contract amount (i.e., if the original contract is $2 million, an increase rider should be issued for $2 million or a completely new bond for $4 million). A change order to increase the contract amount is not necessary because the new [[:Category:152 Contactor Bonding Responsibilities\|performance bond]] becomes part of the executed contract. The RE should scan the new performance bond and save it to the project file in eProjects. The paper copy of the new embossed performance bond should be submitted to the Division of Construction and Materials for storage with the original contract. The RE should submit an email request to [~~http~~:~~//sharepoint/support/cc/Pages/default~~.~~aspx Chief Counsel Office (CCO)~~] for review of the new bond. The email should include the contract ID, the reason for the review (JOC extension), and separate links to the new bond, the original bond and the signed change order for the one-year extension.		:* The RE must notify the contractor that the performance contract bond shall be increased to an amount equal to the original contract amount plus the extended contract amount (i.e., the original bond amount is generally just doubled). This can be accomplished by issuing a rider to increase the original bond to the new anticipated contract amount, or by issuing a new bond for double the original contract amount (i.e., if the original contract is $2 million, an increase rider should be issued for $2 million or a completely new bond for $4 million). A change order to increase the contract amount is not necessary because the new [[:Category:152 Contactor Bonding Responsibilities\|performance bond]] becomes part of the executed contract. The RE should scan the new performance bond and save it to the project file in eProjects. The paper copy of the new embossed performance bond should be submitted to the Division of Construction and Materials for storage with the original contract. The RE should submit an email request to [mailto:COCCContracts@modot.mo.gov COCCContracts@modot.mo.gov] for review of the new bond. The email should include the contract ID, the reason for the review (JOC extension), and separate links to the new bond, the original bond and the signed change order for the one-year extension.

	:* The district should notify the BCS section and District Planning staff by January 15 of the intent to extend the contracts and request the projects be delayed during the annual STIP update. The following information should be provided:		:* The district should notify the BCS section and District Planning staff by January 15 of the intent to extend the contracts and request the projects be delayed during the annual STIP update. The following information should be provided:

Hoskir: /* 147.3.5 Term Extension of Job Order Contracts */ updated per email from D Brucks

2024-01-05T14:12:22Z

147.3.5 Term Extension of Job Order Contracts: updated per email from D Brucks

← Older revision		Revision as of 09:12, 5 January 2024
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	:* The contractor shall provide written notification (e-mail is acceptable) of acceptance or rejection of the extension of the contract no later than January 1 of the current contract year.		:* The contractor shall provide written notification (e-mail is acceptable) of acceptance or rejection of the extension of the contract no later than January 1 of the current contract year.
	~~<div id="If the option for extending the contract"></div>~~
	:* If the option for extending the contract is exercised by MoDOT, a time adjustment change order will be issued by the RE to extend the contract to the new term limits. Use the following statement as the reason for the extension:		:* If the option for extending the contract is exercised by MoDOT, a time adjustment change order will be issued by the RE to extend the contract to the new term limits. Use the following statement as the reason for the extension:
	:::“In accordance with JSP <font color = "crimson">xx</font color = "crimson"> Term of Contract, the contractor and the Commission hereby mutually agree to extend the contract to the maximum allowable term of two (2) years. The end of the contract term shall be <font color = "crimson">(insert date)</font color = "crimson">. All original terms and contract prices shall apply with the exception of wage rates. Contract and subcontract employees shall be paid the current prevailing wage rates at which time the contract extension is executed. The anticipated budget amount in JSP <font color = "crimson">xx</font color = "crimson"> Contract Award is hereby raised to $<font color = "crimson">(insert an amount that is two times the 'anticipated budget' listed in the Contract Award JSP)</font color = "crimson">. The contractor shall increase the amount of the Performance Bond to 100% of the revised anticipated budget.”<sup>1</sup>		:::“In accordance with JSP <font color = "crimson">xx</font color = "crimson"> Term of Contract, the contractor and the Commission hereby mutually agree to extend the contract to the maximum allowable term of two (2) years. The end of the contract term shall be <font color = "crimson">(insert date)</font color = "crimson">. All original terms and contract prices shall apply with the exception of wage rates. Contract and subcontract employees shall be paid the current prevailing wage rates at which time the contract extension is executed. The anticipated budget amount in JSP <font color = "crimson">xx</font color = "crimson"> Contract Award is hereby raised to $<font color = "crimson">(insert an amount that is two times the 'anticipated budget' listed in the Contract Award JSP)</font color = "crimson">. The contractor shall increase the amount of the Performance Bond to 100% of the revised anticipated budget.”<sup>1</sup>
	:::<sup>1</sup> Text in red indicates information that must be supplied by the users themselves.		:::<sup>1</sup> Text in red indicates information that must be supplied by the users themselves.

	::The agreed letters or emails from both parties shall be on file in eProjects as supporting documentation to the time adjustment change order. A final quantity change order will be issued after completion of the second term.		::The agreed letters or emails from both parties shall be on file in eProjects as supporting documentation to the time adjustment change order. A final quantity change order will be issued after completion of the second term.
	~~<div id="The RE must notify~~ the ~~contractor that the performance contract"></div>~~
			:* Per [[147.3_Job_Order_Contracting_(JOC)#147.3.9_Change_Order_Approvals\|EPG 147.3.9]], the one-year term extension change order should be District level approval (this is an exception to all other time extension change orders, which require Division level approval).

	:* The RE must notify the contractor that the performance contract bond shall be increased to an amount equal to the original contract amount plus the extended contract amount (i.e., the original bond amount is generally just doubled). This can be accomplished by issuing a rider to increase the original bond to the new anticipated contract amount, or by issuing a new bond for double the original contract amount (i.e., if the original contract is $2 million, an increase rider should be issued for $2 million or a completely new bond for $4 million). A change order to increase the contract amount is not necessary because the new [[:Category:152 Contactor Bonding Responsibilities\|performance bond]] becomes part of the executed contract. The RE should scan the new performance bond and save it to the project file in eProjects. The paper copy of the new embossed performance bond should be submitted to the Division of Construction and Materials for storage with the original contract. The RE should submit an email request to [http://sharepoint/support/cc/Pages/default.aspx Chief Counsel Office (CCO)] for review of the new bond. The email should include the contract ID, the reason for the review (JOC extension), and separate links to the new bond, the original bond and the signed change order for the one-year extension.		:* The RE must notify the contractor that the performance contract bond shall be increased to an amount equal to the original contract amount plus the extended contract amount (i.e., the original bond amount is generally just doubled). This can be accomplished by issuing a rider to increase the original bond to the new anticipated contract amount, or by issuing a new bond for double the original contract amount (i.e., if the original contract is $2 million, an increase rider should be issued for $2 million or a completely new bond for $4 million). A change order to increase the contract amount is not necessary because the new [[:Category:152 Contactor Bonding Responsibilities\|performance bond]] becomes part of the executed contract. The RE should scan the new performance bond and save it to the project file in eProjects. The paper copy of the new embossed performance bond should be submitted to the Division of Construction and Materials for storage with the original contract. The RE should submit an email request to [http://sharepoint/support/cc/Pages/default.aspx Chief Counsel Office (CCO)] for review of the new bond. The email should include the contract ID, the reason for the review (JOC extension), and separate links to the new bond, the original bond and the signed change order for the one-year extension.

Hoskir: /* 147.3.3 JOC Development: Job Special Provisions and Plan Sheets */ updated link to JOC's

2023-09-29T18:12:02Z

147.3.3 JOC Development: Job Special Provisions and Plan Sheets: updated link to JOC's

← Older revision		Revision as of 13:12, 29 September 2023
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	==147.3.3 JOC Development: Job Special Provisions and Plan Sheets==		==147.3.3 JOC Development: Job Special Provisions and Plan Sheets==

	MoDOT Bidding and Contract Services (BCS) conducts an annual internal MoDOT meeting to discuss lessons learned from previous year’s on-call contracts. Design staff incorporates changes into the next years contracts, and updates the [[#~~JOC JSPs\|~~job special provision (JSP) templates]] for distribution to the districts.		MoDOT Bidding and Contract Services (BCS) conducts an annual internal MoDOT meeting to discuss lessons learned from previous year’s on-call contracts. Design staff incorporates changes into the next years contracts, and updates the [https://epg.modot.org/index.php/Job_Special_Provisions#JSP-Packages job special provision (JSP) templates]] for distribution to the districts.

	The BCS section also updates the fixed costs to reflect the new market value. In the event the costs change significantly, the BCS section coordinates with industry to ensure the fixed costs are satisfactory. The fixed costs in the draft proposals should not be adjusted by the districts, without prior input from the BCS section. It is important to have agreement on the fixed unit price list with industry to eliminate any outliers that could cause contractors to bid risk in the adjustment factor.		The BCS section also updates the fixed costs to reflect the new market value. In the event the costs change significantly, the BCS section coordinates with industry to ensure the fixed costs are satisfactory. The fixed costs in the draft proposals should not be adjusted by the districts, without prior input from the BCS section. It is important to have agreement on the fixed unit price list with industry to eliminate any outliers that could cause contractors to bid risk in the adjustment factor.

Hoskir: updated links to JOC's

2023-09-29T18:10:36Z

updated links to JOC's

← Older revision		Revision as of 13:10, 29 September 2023
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	[[image:148.jpg\|right\|300px]]		[[image:148.jpg\|right\|300px]]
	MoDOT uses a contracting process called Job Order Contracting (JOC). This contracting process allows MoDOT to award fixed price construction contracts with indefinite delivery and indefinite quantity (ID/IQ) at individual work locations within the project limits. ID/IQ is governed by FHWA through 23 CFR 635 Subpart F. JOCs are typically used for on-call maintenance repair contracts, including asphalt and concrete pavement repair, guardrail and guard cable repair, bridge repair and fence repair. JOCs can be used for other construction contracts. All non-standard JOCs (see ~~[[#JOC JSPs\|~~list of standard JOCs and links]] in box below) shall be reviewed by CO Design for compliance and federal reimbursement eligibility, prior to PS&E submittal.		MoDOT uses a contracting process called Job Order Contracting (JOC). This contracting process allows MoDOT to award fixed price construction contracts with indefinite delivery and indefinite quantity (ID/IQ) at individual work locations within the project limits. ID/IQ is governed by FHWA through 23 CFR 635 Subpart F. JOCs are typically used for on-call maintenance repair contracts, including asphalt and concrete pavement repair, guardrail and guard cable repair, bridge repair and fence repair. JOCs can be used for other construction contracts. All non-standard JOCs (see list of standard JOCs and links in box below) shall be reviewed by CO Design for compliance and federal reimbursement eligibility, prior to PS&E submittal.

	The JOC bid proposal must specify the minimum and maximum program budget to be awarded during a specified contract term. MoDOT is not bound, however, to issue a minimum or maximum number of job orders during the contract term. It is MoDOT’s overall intent though to meet the anticipated maximum budget specified in the contract.		The JOC bid proposal must specify the minimum and maximum program budget to be awarded during a specified contract term. MoDOT is not bound, however, to issue a minimum or maximum number of job orders during the contract term. It is MoDOT’s overall intent though to meet the anticipated maximum budget specified in the contract.
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	<div style="float: right; margin-right:0px; width:400px; background-color: #f5f5f5; padding: 0.3em; border: 1px solid #cccccc; text-align:left;">		<div style="float: right; margin-right:0px; width:400px; background-color: #f5f5f5; padding: 0.3em; border: 1px solid #cccccc; text-align:left;">
	'''<u><center>[https://~~epgtest~~.modot.org/index.php/Job_Special_Provisions#JSP-Packages Standard Job Order Contracting JSP Packages]</center></u>'''		'''<u><center>[https://epg.modot.org/index.php/Job_Special_Provisions#JSP-Packages Standard Job Order Contracting JSP Packages]</center></u>'''
	JSP Packages for Asphalt Pavement Repair, Bridge, Concrete Pavement Repair, Fence, Guard Cable and Guardrail		JSP Packages for Asphalt Pavement Repair, Bridge, Concrete Pavement Repair, Fence, Guard Cable and Guardrail
	----		----

Hoskir: /* 147.3.11 Request to Subcontract Work (Form C-220) */ updated due to RR3703

2023-08-25T18:14:07Z

147.3.11 Request to Subcontract Work (Form C-220): updated due to RR3703

← Older revision		Revision as of 13:14, 25 August 2023
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	==147.3.11 Request to Subcontract Work (Form C-220)==		==147.3.11 Request to Subcontract Work (Form C-220)==

	Subcontracting of work on job order contracts is allowable for approved subcontractors. For example, it is not uncommon for JOC contractors to hire a subcontractor to perform a support function such as traffic control. Since JOCs do not have planned work or unit prices, the contractor should not list any items when submitting Form C-220. They should type a basic description of the subcontracted work in the Description field. Approved subcontractors should be entered into AWP by project office staff and no items will be listed. The Resident Engineer should monitor the use of subcontractors and ensure that the prime is self-performing at least 40% of the work.		Subcontracting of work on job order contracts is allowable for approved subcontractors. For example, it is not uncommon for JOC contractors to hire a subcontractor to perform a support function such as traffic control. Since JOCs do not have planned work or unit prices, the contractor should not list any items when submitting Form C-220. They should type a basic description of the subcontracted work in the Description field. Approved subcontractors should be entered into AWP by project office staff and no items will be listed. The Resident Engineer should monitor the use of subcontractors and ensure that the prime is self-performing at least 30% of the work.



	[[Category:147 Innovative Contracting]]		[[Category:147 Innovative Contracting]]

Hoskir: updated JSP links

2023-08-25T14:34:37Z

updated JSP links

← Older revision		Revision as of 09:34, 25 August 2023
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	<div ~~id="JOC JSPs"></div>~~		<div style="float: right; margin-right:0px; width:400px; background-color: #f5f5f5; padding: 0.3em; border: 1px solid #cccccc; text-align:left;">
	~~{\|border="4" align~~="right~~" style="~~margin-~~left~~:~~10px"~~		'''<u><center>[https://epgtest.modot.org/index.php/Job_Special_Provisions#JSP-Packages Standard Job Order Contracting JSP Packages]</center></u>'''
	\|-		JSP Packages for Asphalt Pavement Repair, Bridge, Concrete Pavement Repair, Fence, Guard Cable and Guardrail
	~~\|style="~~background~~:#BEBEBE" align="center" width=260px\|'''Standard Job Order Contracting JSPs'''~~		----
	\|-		Contact a Design Liaison for additional guidance.
	~~\|style="background~~:#~~BEBEBE" align="center" \| [https~~:~~//www~~.~~modot.org/media/41096 Asphalt Pavement Repair]~~		</div>
	\|-
	~~\|style="background~~:#~~BEBEBE"~~ align="center~~" \|~~ [https://~~www~~.modot.org/~~media~~/~~41097 Bridge~~]
	\|-
	~~\|style="background:#BEBEBE" align="~~center~~" \| [https:~~/~~/www.modot.org/media/41098~~ Concrete Pavement Repair]
	\|-
	~~\|style="background:#BEBEBE" align="center" \| [https://www.modot.org/media/41099~~ Fence]
	\|-
	~~\|style="background:#BEBEBE" align="center" \| [https://www.modot.org/media/41100~~ Guard Cable]
	\|-
	~~\|style="background:#BEBEBE" align="center" \| [https://www.modot.org/media/41101 Guardrail]~~
	\|-
	~~\| style="background:#BEBEBE" align="center" width=260px\|~~Contact Design Liaison for additional guidance.
	\|}

	==147.3.1 Fixed Unit Price List and Non-Fixed Cost Items ==		==147.3.1 Fixed Unit Price List and Non-Fixed Cost Items ==

Hoskir: /* 147.3.8 Deleted JOC Projects */ updated per RR 3567

2023-03-16T18:25:18Z

147.3.8 Deleted JOC Projects: updated per RR 3567

← Older revision		Revision as of 13:25, 16 March 2023
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	The contract budget adjustment will occur after the contract is complete. For increases to budgeted amounts on active JOC projects, see [[147.3_Job_Order_Contracting_(JOC)#147.3.9 Change Order Approvals\|EPG 147.3.9]] for Level 4 change order preparation.		The contract budget adjustment will occur after the contract is complete. For increases to budgeted amounts on active JOC projects, see [[147.3_Job_Order_Contracting_(JOC)#147.3.9 Change Order Approvals\|EPG 147.3.9]] for Level 4 change order preparation.

	==147.3.8 ~~Deleted~~ JOC Projects==		==147.3.8 Delayed JOC Projects==

	If a JOC project is ~~deleted~~, enter the following standard reason into SIMS, <u>~~Project Accountability Reasons – Reprioritized Projects~~</u> ~~section~~: ''“The project was ~~deleted~~ because an ~~existing~~ project was extended for a second year.”''		If a JOC project is delayed from the current state fiscal year to a later STIP year, enter the following standard reason into SIMS, <u>Final Cost Justification</u> page with the type of <i>Delayed Project: “The project was delayed because an exiting project was extended for a second year.” </i>

			[[file:147.3.8_final_cost.png\|center]]

	~~[[image:148.9.jpg\|center\|770px]]~~

	==147.3.9 Change Order Approvals==		==147.3.9 Change Order Approvals==

Hoskir: /* 147.3.7 Budget Adjustments for JOC Contracts */ updated per RR 3567

2023-03-16T18:19:23Z

147.3.7 Budget Adjustments for JOC Contracts: updated per RR 3567

← Older revision		Revision as of 13:19, 16 March 2023
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	==147.3.7 Budget Adjustments for JOC Contracts==		==147.3.7 Budget Adjustments for JOC Contracts==

	The contract budget adjustment will occur after the contract is complete.		The contract budget adjustment will occur after the contract is complete. For increases to budgeted amounts on active JOC projects, see [[147.3_Job_Order_Contracting_(JOC)#147.3.9 Change Order Approvals\|EPG 147.3.9]] for Level 4 change order preparation.

	~~:* Interstate JOCs: If the contract is extended and an interstate project~~, ~~Planning will credit the district with 2 years worth of Statewide Interstate and Major Bridge~~ (~~SWIMB~~) ~~funds rather than one year~~.

	~~:* Non-interstate JOCs: Contact Central Office Planning Programming managers because there may be specific issues regarding funding~~.

	==147.3.8 Deleted JOC Projects==		==147.3.8 Deleted JOC Projects==

Hoskir: /* 147.3.6 Closing JOC Contracts */ updated per RR 3567

2023-03-16T18:15:11Z

147.3.6 Closing JOC Contracts: updated per RR 3567

← Older revision		Revision as of 13:15, 16 March 2023
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	:* Submittal of a Materials Summary is not required for Job Order Contracts.		:* Submittal of a Materials Summary is not required for Job Order Contracts.

	:* After close out of <u>extended</u> JOC contracts, enter the following ~~standard reason~~ for cost differences greater ~~or less~~ than 10% into SIMS, <u>~~Project Accountability Reasons - Completed Projects~~</u> ~~section~~: ''“The cost estimate deviated from the actual cost due to this being a Job Order Contract that was extended for a maximum two-year term.~~”''~~		:* After close out of <u>extended</u> JOC contracts, enter the following Reason Description for cost differences greater than 10% into SIMS, <u>Final Cost Justification</u> page with the type of <i>Completed Project: “The cost estimate deviated from the actual cost due to this being a Job Order Contract that was extended for a maximum two-year term."</i>

			[[File:147.3.6_final_cost.png\|center]]

	==147.3.7 Budget Adjustments for JOC Contracts==		==147.3.7 Budget Adjustments for JOC Contracts==