Sections

Division 00

00 00 00 PROCUREMENT AND CONTRACTING REQUIREMENTS

00 01 00 CONTRACTOR SAFETY REQUIREMENTS

Ex2

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. These contractor safety requirements will be fully implemented and shall be complied with effective January 1, 2016. Please direct any questions or comments to Jonathan Risley  jrr26@psu.edu or Don Fronk dlf21@psu.edu.

Document
Version Date
Description
Contractor Safety Requirements
October 2016
Safety Requirements
Site Specific Safety Plan Template February 2013
Safety Plan Template

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 design Professional must include the entire document (sections A-H). 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
Section A November 2015
Notice to Bidders                                                                 
Section B
November 2015
Form of Proposal
Section C
April 2013
Form of Agreement 1-C (sample)
Section D
February 2015 General Conditions of the Contract (sample)
Section D1
October 2001
Notification of Contract Requirements Pertaining to the Prevailing Wage Act
Section E
October 2001
List of Drawings
Section F (UP)
January 2009
General Conduct of the Work and Special Requirements for University Park
Section F (non-UP)
January 2009
General Conduct of the Work and Special Requirements the Commonwealth Campuses
Section F - (HMC)
June 2016
General Conduct of the Work and Special Requirements for the Hershey Medical Center
Section G
October 2001
Basis of Bids
Section H
October 2001
Scope of Work
MBE-WBE Exhibit A January 2009

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-H). 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
Section A (DGS)
November 2015
Notice to Bidders
Section B (DGS)
November 2015
Form of Proposal
Section C (DGS)
April 2013
Form of Agreement 1-C (sample)
Section D
February 2015 General Conditions of the Contract (sample)
Section D1
October 2001
Notification of Contract Requirements Pertaining to the Prevailing Wage Act
Section E
October 2001
List of Drawings
Section F (UP)
January 2009
General Conduct of the Work and Special Requirements for University Park
Section F (non-UP)
January 2009
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
Section G
October 2001
Basis of Bids
Section H
October 2001
Scope of Work
DGS Exhibits A-H
January 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 ! August 2016
SDBUR - Small Diverse Business Utilization Report
DGS-SGC
February 2005
Supplementary General Conditions of the Contract

Ex200 23 00 ONLINE BIDDING DOCUMENTS

This section contains information and documents that pertain to projects utilizing Online Bidding.

Document
Version Date
Description
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.
2-C Contract
October 2015
Form of Agreement (2-C)
2-C Project Request Form
November 2016
Form for Project Leader or Professional to complete in order to advertise projects for online bidding. Completed UP forms shall be submitted to jgw124@psu.edu
and mlb24@psu.edu. Complete CS forms shall be submitted to rae12@psu.edu.
2-C Process for PL's
April 2015
Instructions on 2-C process for Project Leader or Professional.
2-C Certificate of Payment Process & Checklist
August 2016
Instructions/Checklist for 2-C Certificate of Payment
2-C Certificate of Payment
October 2015
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 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.

00 30 00 JOB KIT

.01 Job Conference Guide
Document Version Date
Description
Initial Job Conference Guide
December 2010
This interactive guide serves only to highlight certain contract administration requirements.
This online guide contains links to all of the job kit documents (below).
.02 Forms for Job Conference
Document Version Date
Description
Job Conference Sign-in Sheet
December 2007
Use this form to log the attendees of the job conference
Job Conference Meeting Minutes Form
January 2012

After Hours Emergency Calls
April 2007

.03 Prevailing Wage (Payroll)
Document Version Date
Description
Commonwealth of PA Payroll Certification Notice
May 2008

Weekly Payroll Certification Forms


No Work Report
July 15, 2003   

.04 Payment Application
Document Version Date
Description
Certificate of Payment Process and Checklist ! August 2016

2-C Certificate of Payment Process and Checklist ! August 2016

Application/Certificate of Payment (COP) FORM (including Pencil Copy)
May 2012

Schedule of Values


Contractor's Affidavit for Final Payment
July 15, 2003

Consent of Surety Company
July 15, 2003

Waiver of Mechanics' Lien
May 2008

Steel Certification Form! May 4, 2016

Construction proj Waste Management Plan - SAMPLE
August 2009

Demolition proj Construction Waste Management Plan - SAMPLE
August 2009
Site Specific Safety Plan Template
February 2013

PSU Diverse Business Utilization Report (FOR NON DGS PROJECTS)
May 2016

DGS Only - Small Diverse Business Utilization Report ! August 2016

.05 Change Order
Document Version Date
Description
Change Order Process
July 15, 2003

Change Order Summary and Cost Breakdown Forms July 2005

Tax Exempt Items
July 15, 2005

ACT 45 Exemption Carve-Out
January 2, 2003  

Change Order Letter-SAMPLE 1
July 15, 2003
Sidney Professional Letter
Change Order Letter-SAMPLE 2
July 15, 2003
Joe Contractor Letter
Change Order Summary-SAMPLE
August 2004

Change Order Letter-SAMPLE 3
July 15, 2003
Bill Subcontractor Letter
Cost Breakdown-SAMPLE
August 2004

Change Order Letter-SAMPLE 4
July 15, 2003
Quick Buck Rental Company
Change Order Letter-SAMPLE 5
July 15, 2003
Speedy Electric Supply Company
.06 Forms and Certificates
Document Version Date
Description
Substantial Completion Inspection Report July 16, 2014
Lead-Free Plumbing Material Certification
January 2, 2003

Refrigerant Equipment Installation Form
December 2010

Title V New Emission Source Information
July 15, 2003

Fire Hydrant Meter Lease Request Procedure
February 2, 2004

Hot Work Permit
June 2004

Erosion and Sedimentation Control Inspection Log Sheet


Utility Interruption Notification Form
September 2012

Columbia Gas Line Routing Map January 15, 2015
Federal Clean Air Act Form


.07 Stormwater Information
Document Version Date
Description
When It Rains, It Drains


Don't Let Storm Water Run Off With Your Time and Money


.08 Close-Out
Document

Version Date

Description
Contractor Performance Evaluation Instructions
2008

Contractor Performance Evaluation Form
2008

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.
JOC Emergency Restoration Project Request Form
August 2016
Completed forms shall be submitted to jgw124@psu.edu.
JOC Project Request Form - PDF(Editable)
April 2015
Completed forms shall be submitted to jgw124@psu.edu.
JOC Sole Source Justification Form - PDF
April 2015
Completed forms shall be submitted to jgw124@psu.edu.
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 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 sample documents are for information 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)
October 2015
This form is a sample of the long version form of the Owner-Professional agreement. It is used when Penn State wants full design services.
Form of Agreement 1-S (sample)
October 2016
This form is a sample of the short version form of the Owner-Professional agreement. It is used when Penn State wants limited Professional services.  For example, a geo-technical report.

00 53 00 CONSTRUCTION MANAGER AGREEMENTS

Document

Version Date

Description
1-CM-GMP General Conditions
April 2012
General Conditions of the 1-CM-GMP agreement.
Form of Agreement 1-CM-GMP
January 2013 !
(sample)
Form of Agreement 1-CM-A
January 2013
(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 March 2012
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 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 List Aug 2012
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.