Division 00 - Procurement and Contracting Requirements
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- Jesse Wells
- Former user (Deleted)
00 01 00 CONTRACTOR SAFETY REQUIREMENTS
The Pennsylvania State University endeavors to provide a safe and healthy environment for all students, employees and visitors. Likewise, the University seeks to facilitate the creation and maintenance of a safe and healthy work environment on all construction job sites. This program establishes a framework of safety and health requirements that must be met during all phases of construction activities at the University. Please direct any questions or comments to Tyler Rydbom @ tyler.rydbom@psu.edu.
Document | Version Date | Description |
|---|---|---|
June 2025 | Safety Requirements |
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. For projects bidding under the Form of Agreement 1-C, the design Professional must include the entire document (Sections A-H). In some of the Sections, project specific selections are required; instructions are contained within the document. These selections should be discussed with the Project Manager. Section C and Section D are sample contract documents and should not be edited. 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.
Document | Version Date | Description |
|---|---|---|
October 2023 | Notice to Bidders for web-based, electronic bids. | |
October 2023 | Form of Agreement 1-C (sample) | |
October 2023 | General Conditions of the Contract | |
October 2001 | Notification of Contract Requirements Pertaining to the Prevailing Wage Act | |
October 2001 | List of Drawings | |
October 2023 | General Conduct of the Work and Special Requirements for University Park | |
April 2019 | General Conduct of the Work and Special Requirements the Commonwealth Campuses | |
July 2018 | General Conduct of the Work and Special Requirements for the Hershey Medical Center | |
April 2020 | Basis of Bids for web-based, electronic bids. | |
October 2001 | Scope of Work | |
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 (all 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.
Document | Version Date | Description |
|---|---|---|
October 2023 | Notice to Bidders for web-based, electronic bids. | |
October 2023 | Form of Agreement 1-C (sample) | |
October 2023 | General Conditions of the Contract | |
October 2001 | Notification of Contract Requirements Pertaining to the Prevailing Wage Act | |
October 2001 | List of Drawings | |
October 2023 | General Conduct of the Work and Special Requirements for University Park | |
April 2019 | General Conduct of the Work and Special Requirements for the Commonwealth Campuses | |
May 2011 | General Conduct of the Work and Special Requirements for Hershey Medical Center | |
April 2020 | Basis of Bids for web-based, electronic bids. | |
October 2001 | Scope of Work | |
November 2012 | Small Diverse Business Requirements | |
November 2017 | SDBUR - Small Diverse Business Utilization Report | |
February 2022 | Worker Protection and Investment Certification Form | |
February 2005 | Supplementary General Conditions of the Contract | |
May 2020 | Environmental Statement, State Law, and Federal Law. |
00 23 00 ONLINE BIDDING DOCUMENTS(2-C)
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This section contains information and documents that pertain to projects utilizing Online Bidding(2-C).
October 2023 | Form of Agreement (2-C) used when bidding via e-Builder. | |
March 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 jgw124@psu.edu and mlb24@psu.edu. Complete CS forms shall be submitted to rae12@psu.edu. | |
March 2019 | Addendum Template - Completed UP addenda shall be submitted to jgw124@psu.edu and mlb24@psu.edu. Complete CS forms shall be submitted to rae12@psu.edu. All text within addenda needs to be converted to black font and saved in pdf format prior to submission. | |
Document | Version Date | Description |
|---|
00 24 00 JOB ORDER CONTRACTING (JOC) DOCUMENTS
This section contains information and documents that pertain to projects that utilize JOC.
Document | Version Date | Description |
|---|---|---|
September 2017 | Instructions on JOC process for Project Leader | |
Guidelines for JOC Emergency Restoration Program and Contractor contact info | ||
April 2019 | The processes outlined in this document shall be used for all JOC proposal reviews | |
Topics/Outline for Joint Scope/Pre-Bid Meeting |
00 30 00 JOB KIT
.01 Job Conference Guide
Document | Version Date | Description |
|---|---|---|
March 2025 | This interactive guide serves only to highlight certain contract administration requirements. |
.02 Forms for Job Conference
Document | Version Date | Description |
|---|---|---|
December 2007 | Use this form to log the attendees of the job conference | |
January 2012 |
.03 Prevailing Wage (Payroll)
Document | Version Date | Description |
|---|---|---|
July 15, 2003 |
.04 Payment Application
Document | Version Date | Description |
|---|---|---|
July 15, 2003 | ||
April 2017 | ||
May 2023 | ||
May 2023 |
.05 Change Order
Document | Version Date | Description |
|---|---|---|
August 1, 2024 | The new change order breakdown form and revised change order language will be effective on contracts executed after November 1st, 2023. The new breakdown form and language modernizes the overall change order process, aligns the University with peer institutions, and creates efficiencies/time savings. | |
July 2005 | ||
July 15, 2005 | ||
January 2, 2003 |
.06 Forms and Certificates
Document | Version Date | Description |
|---|---|---|
January 2, 2003 | ||
January 15, 2015 | ||
.07 Stormwater Information
Document | Version Date | Description |
|---|---|---|
Various | Resources for Stormwater Management information and Spill Control. |
.08 Close-Out
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 | Description |
|---|---|---|
July 2002 | This Word document contains the content and format that Penn State expects the Professional to use when issuing Addenda. | |
February 2019 | This Word document contains the content and format for Addenda issued via electronic bidding. | |
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. | |
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. | |
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. | |
April 2002 | This form is to be completed by Construction Managers and approved by Project Managers before use of any contingency funds. | |
January 2014 | This word document contains the content and format that Penn State expects the Professional to use to record Job Conference minutes. | |
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. | |
August 20, 2014 | Fuel handling Practices, Spill response, and Responsibilities for Contractors. |
00 51 00 MISCELLANEOUS FORMS
Document | Version Date | Description |
|---|---|---|
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). | |
September 2011 | Minimum requirements for documents submitted to the University for Owner Review. | |
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. | |
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. |
November 2010, | 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.
Document | Version Date | Description |
|---|---|---|
January 2025 | Revised version of 1-P with new reimbursable language. | |
January 2025 | Revised version of 1-S with new reimbursable language. |
00 53 00 CONSTRUCTION MANAGER AGREEMENTS
Document | Version Date | Description |
|---|---|---|
October 2023 | General Conditions of the 1-CM-GMP agreement. | |
October 2023 | (sample) | |
October 2023 | (sample) |
00 54 00 DESIGN BUILD AGREEMENTS
00 55 00 EVALUATIONS
00 55 01 Contractor Performance Evaluation
Document | Version Date | Description |
|---|---|---|
January 2008 | ||
January 2008 |
00 55 02 Professional Performance Evaluation
Document | Version Date | Description |
|---|---|---|
January 2008 | ||
January 2008 |
00 56 00 BIM Execution Planning
Document | Version | Description |
|---|---|---|
March 2025 | Standard OPP BIM Contract addendum for new construction and major renovations. | |
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. | |
March 2012 | This worksheet is a guide for the project team to define model creation scope of work and model level of development. |