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. For 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.
Version Date Section A | January 2019 | Notice to Bidders April 2020 January 2017October 2023 | Notice to Bidders for web-based, electronic bids. |
Section |
B ProposalSection C | January 2017 | Form of January 2019October 2023 | General Conditions of the Contract |
(sample)April 2019October 2023 | General Conduct of the Work and Special Requirements for University Park |
Section F (non-UP) | April 2019 | General Conduct of the Work and Special Requirements the Commonwealth Campuses |
Section F - (HMC) | July 2018 | General Conduct of the Work and Special Requirements for the Hershey Medical Center |
Section G | October 2001Basis of Bids | e-Section G | April 2020 | Basis of Bids for web-based, electronic bids. |
Section H | October 2001 | Scope of Work |
Section I | August 2020 | Covid-19 Pandemic Impacts Addendum 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 2019 | October 2023 | Notice to Bidders |
Section B (DGS) | November 2015 | Form of Proposal |
January 2017January 2019October 2023 | General Conditions of the Contract |
(sample)April 2019October 2023 | General Conduct of the Work and Special Requirements for University Park |
Section F (non-UP) | April 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 November 2012 | Small Diverse Business Requirements |
DGS SDBUR | November 2017 | SDBUR - Small Diverse Business Utilization Report |
DGS Section J | February 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)
March 2019October 2020March 2023 | 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 to and Complete Complete CS forms shall be submitted |
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.
to Project Request FormAugust 2016 | Completed forms shall be submitted to jgw124@psu.edu | JOC Emergency Restoration |
| Topics/Outline for Joint Scope/Pre-Bid Meeting |
JOC Commitment Request Checklist | Checklist for formally approving JOC proposals and tririga entry | 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
See Resources for Stormwater Management information and Spill Control. |
.08 Close-Out
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. |
e-Addenda Template | February 2019 | This Word document contains the content and format for Addenda issued via electronic bidding. |
Bid Request Web Form |
October 2020March 2023 | This Excel is used to request |
online bidding and 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. |
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 documentation. |
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 problem. |
Contractor Spill Reporting and Fuel Handling | August 20, 2014 | Fuel handling Practices, Spill response, and Responsibilities for Contractors. |
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. |
Load Determination Form |
October2014October 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 $5,000,000. |
Capital Project Delivery System Overview Diagram & Phase Deliverables Charts | July 2017 | The Penn State Project Delivery System Stage Gate Process is based on a high-level segmentation and sequencing of Project activities – 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 Owner-Professional agreements that Penn State will enter into with Professionals to perform design work for them. 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.
April 2020Long form the Owner-Professional agreement. It is used when Penn State wants full design services.April 2020Short form the Owner-Professional agreement. It is used when Penn State wants limited Professional services. For example, a feasibility study.DGS Exhibit (Professional) | October 2018 | Exhibit used when contracting for design under a Pennsylvania Department of General Services (DGS) delegated project1-S 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
January 2019January 2019April 2020 00 54 00 DESIGN BUILD AGREEMENTS
Document | Version Date | Description |
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00 55 00 EVALUATIONS
00 56 00 BIM Execution Planning
Version | |
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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. |
BIM Information Exchanges - LOD Matrix | March 2012 | This worksheet is a guide for the project team to define model creation scope of work and model level of development. |