00 20 00 INSTRUCTIONS FOR PROCUREMENT
00 21 00 FRONT ENDS NON-DGS PROJECTS
These specifications are provided for insertion into the Project Manual of all bid projects. The For projects bidding under the Form of Agreement 1-C, the design Professional must include the entire document (sections Sections A-H). In some of the sections you will be required to make some Sections, project specific selections , are required; instructions are contained within the document. These selections should be discussed with the Project Manager. Sections Section C and Section D (also the CM General Conditions) are samples provided for your information are sample contract documents and should not be edited. Your Project Manager will provide a clean copy of section D (General Conditions) to you for incorporation into the specifications. You should include the "sample" contract in the specifications. The Professional is also The “sample” contract should be included in the Specifications. The Professional is responsible for coordinating the information in these documents with their own specifications.
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Section A | January 2017 | Notice to Bidders |
Section B | January 2017 | Form of Proposal |
Section C | January 2017For Construction Manager (CM) bid projects, the CM must include Section A and Section B at a minimum. Other Sections are to be included and should be modified to read as the CM is holding the contract for each trade. The CM is responsible for coordinating the information in these documents with their own specifications.
March 2018October 2023 | General Conditions of the Contract |
(sample)July 2017October 2023 | General Conduct of the Work and Special Requirements for University Park |
Section F (non-UP) |
January 2009April 2019 | General Conduct of the Work and Special Requirements the Commonwealth Campuses |
Section F - (HMC) |
June 2016July 2018 | General Conduct of the Work and Special Requirements for the Hershey Medical Center |
e-Section G |
October 2001April 2020 | Basis of Bids for web-based, electronic bids. |
Section H | October 2001 | Scope of Work |
MBE-WBE Exhibit A | July 2017 | DBE Contractor / Supplier Utilization Form |
00 22 00 FRONT ENDS DGS PROJECTS
These specifications are provided for insertion into the Project Manual of all bid projects. The design Professional must include the entire document (sections A-Hall sections in the table below). In some of the sections you will be required to make some project specific selections, instructions are contained within the document. These selections should be discussed with the Project Manager. Sections C and D (also the CM General Conditions) are samples provided for your information and should not be edited. Your Project Manager will provide a clean copy of section D (General Conditions) to you for incorporation into the specifications. You should include the "sample" contract in the specifications. The Professional is also responsible for coordinating the information in these documents with their own specifications.
Version (DGS)January 2017 | October 2023 | Notice to Bidders for web-based, electronic bids. |
Section |
B November 2015 ProposalSection C (DGS) | January 2017 | Form of March 2018October 2023 | General Conditions of the Contract |
(sample)July 2017October 2023 | General Conduct of the Work and Special Requirements for University Park |
Section F (non-UP) |
January 2009April 2019 | General Conduct of the Work and Special Requirements for the Commonwealth Campuses |
Section F - (HMC) | May 2011 | General Conduct of the Work and Special Requirements for Hershey Medical Center |
e-Section G |
October 2001April 2020 | Basis of Bids for web-based, electronic bids. |
Section H | October 2001 | Scope of Work |
DGS |
Exhibits A-HJanuary 2007 | Exhibit A: Nondiscrimination Clause; Exhibit B: Contractor Integrity Provisions; Exhibit C: Contractor Responsibility Provisions; Exhibit D: Tax Liability Provisions; Exhibit E: Trade Practices Act Contract Clause; Exhibit F: Steel Products Procurement ACT Contract Clause; Exhibit G: Public Works Contractor's Bond Law of 1967 Contract Clause; Exhibit H: Pennsylvania Prevailing Wage Act Contract Clause. | DGS Section I | November 2012
Small Diverse Business Requirements | DGS SDBUR | November 2017 | SDBUR Section I | November 2012 | Small Diverse Business Requirements |
DGS SDBUR | November 2017 | SDBUR - Small Diverse Business Utilization Report |
DGS |
-SGC 2005Supplementary 2022 | Worker Protection and Investment Certification Form |
DGS-SGC | February 2005 | Supplementary General Conditions of the Contract |
DGS Schedule 20 | May 2020 | Environmental Statement, State Law, and Federal Law. |
00 23 00 ONLINE BIDDING DOCUMENTS(2-C)
QuestCDN Instructions | April 2015 | QuestCDN/Online Bidding - Instructions(PDF) on how to register for account and submit bid. |
QuestCDN Video Tutorial | April 2015 | QuestCDN/Online Bidding - Link to video containing step by step instructions on how to submit a bid via QuestCDN Contract 2018 of Agreement (2-C)2-C Project Request Form | September 2017 | Form for Project Leader or Professional to complete in order to advertise projects for online bidding via e-Builder. Completed UP forms shall be submitted |
to and Complete Complete CS forms shall be submitted |
to Process for PL'sApril 2015 | Instructions on 2-C process for Project Leader or Professional. | 2-C Certificate of Payment Process & Checklist | April 2017 | Instructions/Checklist for 2-C Certificate of Payment |
2-C Certificate of Payment | May 2016 | 2-C Application/Certificate of Payment. Completed forms shall be submitted to the Contract Administration Financial Assistant. |
2-C Addendum Template | April 2015 | Addendum Template - Completed UP addenda shall be submitted to jgw124@psu.edu and mlb24@psu.edu. Complete to All All text within addenda needs to be converted to black font and saved in pdf format prior to submission. |
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00 24 00 JOB ORDER CONTRACTING (JOC) DOCUMENTS
This section contains information and documents that pertain to projects that utilize JOC.
00 30 00 JOB KIT
.01 Job Conference Guide
This This online guide contains links to all of the job kit documents (below). |
.03 Prevailing Wage (Payroll)
.04 Payment Application
.05 Change Order
.05 Change Order
.08 Close-Out
Contractor Performance Evaluation Instructions | 2008 | |
Contractor Performance Evaluation Form | 2008 | The documents in this section are provided for use during the project design and construction processes. They are Penn State’s preferred format and we recommend you copy and use them for projects on our campuses.
Version word Word document contains the content and format that Penn State expects the Professional to use when issuing Addenda. |
Project Web Form | June 2018 | This form is used to request that a project is posted to the Office of Physical Plant web site. |
Project Web Form-Additional Pages | June 2018 | This is a supplement to the Project Web Form. It is used only when the number of Bid Packages exceeds the number of spaces on the Project Web Form. |
Prevailing Wage Request Form | March 2012 | The Project Leader, Professional, or Construction Manager shall use this Form to request Pennsylvania prevailing wages for construction projects where the estimated project cost is at least $25,000. |
Bid Tab (blank) | February 2015 | This Excel template is used to assist the Professional in preparing the Bid Tab for any Penn State project. The Bid Tab will indicate Expected Bidders, Base Bid, and other information per Section B (Form of Proposal) of the Project Manual. |
Change Order Summary and Cost Breakdown Forms | August 2004 | These forms shall be used on all change orders submitted on University projects. The Cost Breakdown Forms are to be completed by the prime contractor and any subcontractor (regardless of tier) performing work under the change order. Contractors and subcontractors are required to submit all supporting documentation along with these forms to support the cost requested. Change orders will not be processed without the correct forms and supporting documentatione-Addenda Template | February 2019 | This Word document contains the content and format for Addenda issued via electronic bidding. |
Bid Request Web Form | March 2023 | This Excel is used to request advertisement of a project on the Office of Physical Plant web site. Penn State Project Leaders are to use this Form to initiate online bidding via e-Builder. |
Project Web Form-Additional Pages | June 2018 | This is a supplement to the Bid Request Web Form. It is used only when the number of Bid Packages exceeds the number of spaces on the Bid Request Web Form. |
Prevailing Wage Request Form | March 2012 | The Project Leader, Professional, or Construction Manager shall use this Form to request Pennsylvania prevailing wages for construction projects where the estimated project cost is at least $25,000. |
Bid Tab (blank) | February 2015 | This Excel template is used to assist the Professional in preparing the Bid Tab for any Penn State project. The Bid Tab will indicate Expected Bidders, Base Bid, and other information per Section B (Form of Proposal) of the Project Manual. |
Consent of Owner to Use of Contingency | April 2002 | This form is to be completed by Construction Managers and approved by Project Managers before use of any contingency funds. |
Job Conference Meeting Minutes | January 2014 | This word document contains the content and format that Penn State expects the Professional to use to record Job Conference minutes. |
Utility Interruption Notification Form | November 2007 | This is a sample form utilized to inform and receive approval from our customers that they will be without certain utilities, Life Safety Systems, or a reduction/outage of HVAC System, due to our technicians performing work to resolve the |
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Title V New Emission Source Information | August 2001 | The University's Title V permit requires all new emission sources installed be tracked, "permitted" and reported. The professional must provide the information requested as it becomes available (starting with the design process). |
Environmental Quality Board (EQB) | April 2000 | The professional must submit projects involving proposed changes to the exterior of a building for review during the design process. The following document outlines the procedure for doing this. |
Utility Demand and Consumption Form | March 2007 | The Professional shall complete this form on all their projects. It is used to inform the University of the impact of your project on the distribution system capacity. It needs to be submitted during the Preliminary Design review submission and during the Final Design submission | | |
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Title V New Emission Source Information | July 2003 | The University's Title V permit requires all new emission sources installed be tracked, "permitted" and reported. The professional must provide the information requested as it becomes available (starting with the design process). |
Design Phase Deliverables | September 2011 | Minimum requirements for documents submitted to the University |
for Owner Review.Background Check Policy | January 2013 | Background check requirement for construction contracts and professional agreementsOctober2014October 2014 | The Professional shall complete this form for all projects that involve new buildings, major renovations, new electrical services or electrical service upgrades. It is used to inform the University of the impact to the distribution system capacity and the building or facility's distribution system. |
Penn State Capital Projects Guidebook | July 2017 | The purpose of the Project Delivery System (PDS) is to provide project requirement details necessary for developing and executing Penn State University new construction or renovation projects greater than $5,000, |
00 – stages separated by decision points – in order to guide Project activities and gather information for sound management decisions– stages separated by decision points – in order to guide Project activities and gather information for sound management decisions. |
Environmental Systems Criteria Matrix | November 2010, last review July 2019 | Mechanical Systems; space performance criteria for Environmental Systems. This is a Requirement in the Design Phase Deliverables document, to be first Submitted as an "initial Draft" during the Schematic Design Phase for HVAC. |
00 52 00 PROFESSIONAL AGREEMENTS
The following documents are examples of the types of Owner-Professional agreements that Penn State will enter into with Professionals who do to perform design work for them. They contain The agreement contains the rights and responsibilities of the parties. These are sample documents, for reference only. The actual agreement will be provided and completed by the Design and Construction division.
February 2018Long form the Owner-Professional agreement. It is used when Penn State wants full design services. (sample)February 2018 | Short version form of the Owner-Professional agreement. It is used when Penn State wants limited Professional services. For example, a feasibility study.with new reimbursable language. (EFFECTIVE July 1st, 2022) |
AE Sole Source Justification | May 2023 | Sole Source Justification form for Architects/Engineering Agreements. |
00 53 00 CONSTRUCTION MANAGER AGREEMENTS
March 2018July 2017January 2016 00 54 00 DESIGN BUILD AGREEMENTS
Document | Version Date | Description
00 55 00 EVALUATIONS
00 56 00 BIM Execution Planning
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OPP BIM Contract Addendum | October 2017 | Standard OPP BIM Contract addendum for new construction and major renovations. |
BIM Project Execution Plan | May 2018 | This template is a tool that is provided to assist in the development of a BIM project execution plan as required per contract. It was adapted from the buildingSMART allianceTM (bSa) Project "BIM Project Execution Planning" as developed by the Computer Integrated Construction (CIC) Research Group of the Pennsylvania State University. |
Facility Asset Attribute ListAug 2012 | Assets and their attributes required in the Record model. |