00 50 00 CONTRACTING FORMS AND SUPPLEMENTS

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.

Document	Version Date	Description
Addenda	July 2002	This word document contains the content and format that Penn State expects the Professional to use when issuing Addenda.
Web Project Request Form - PDF(Editable)	July 2014	This form is completed by the Project Leader or Professional to request that a project is posted to the Office of Physical Pant web site.
CM Web Project Request Form - PDF(Editable)	July 2014	This form is completed by the Construction Manager to request that a project is posted to the Office of Physical Pant web site.
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.

00 51 00 MISCELLANEOUS FORMS

Document	Version Date	Description
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.
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 agreements.
Load Determination Form	October 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.

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 design work for them. They contain 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.

Document	Version Date	Description
Form of Agreement 1-P (sample)	April 2017	Long version form of the Owner-Professional agreement. It is used when Penn State wants full design services.
Form of Agreement 1-S (sample)	September 2017	Short version form of the Owner-Professional agreement. It is used when Penn State wants limited Professional services. For example, a feasibility study.

00 53 00 CONSTRUCTION MANAGER AGREEMENTS

Document	Version Date	Description
1-CM-GMP General Conditions	July 2017	General Conditions of the 1-CM-GMP agreement.
Form of Agreement 1-CM-GMP	January 2017	(sample)
Form of Agreement 1-CM-A	January 2016	(sample)

00 54 00 DESIGN BUILD AGREEMENTS

Document	Version Date	Description

00 55 00 EVALUATIONS

00 55 01 Contractor Performance Evaluation

Document	Version Date	Description
Contractor Evaluation Form	January 2008
Contractor Evaluation Instructions	January 2008

00 55 02 Professional Performance Evaluation

Document	Version Date	Description
AE Professional Evaluation Form	January 2008
AE Professional Evaluation Instructions	January 2008

00 56 00 BIM Execution Planning

Document	Version Date	Description
OPP BIM Contract Addendum	November 2017	Standard OPP BIM Contract addendum for new construction and major renovations.
BIM Project Execution Plan - Version 2.0	March 2012	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 alliance^TM (bSa) Project "BIM Project Execution Planning" as developed by the Computer Integrated Construction (CIC) Research Group of the Pennsylvania State University.
Facility Asset Attribute List	November 2017	Assets and their attributes required in the Record model.
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.

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