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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
AddendaJuly 2002This 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 2014This 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 2014This 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 FormMarch 2012The 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 2015This 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 FormsAugust 2004These 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 ContingencyApril 2002This form is to be completed by Construction Managers and approved by Project Managers before use of any contingency funds.
Job Conference Meeting MinutesJanuary 2014This word document contains the content and format that Penn State expects the Professional to use to record Job Conference minutes.
Utility Interruption Notification FormNovember 2007This 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

DocumentVersion DateDescription
Title V New Emission
Source Information
August 2001The 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 2000The 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 FormMarch 2007The 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 DeliverablesSeptember 2011Minimum 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 FormOctober
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.

DocumentVersion DateDescription
Form of Agreement 1-P (sample)April 2017Long version form of the Owner-Professional agreement. It is used when Penn State wants full design services.
Form of Agreement 1-S (sample)September 2017Short 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 ConditionsJuly 2017General Conditions of the 1-CM-GMP agreement.
Form of Agreement 1-CM-GMPJanuary 2017(sample)
Form of Agreement 1-CM-AJanuary 2016(sample)

00 54 00 DESIGN BUILD AGREEMENTS

DocumentVersion DateDescription

00 55 00 EVALUATIONS

00 55 01 Contractor Performance Evaluation

DocumentVersion DateDescription
Contractor Evaluation FormJanuary 2008 
Contractor Evaluation InstructionsJanuary 2008 

00 55 02 Professional Performance Evaluation

DocumentVersion DateDescription
AE Professional Evaluation FormJanuary 2008 
AE Professional Evaluation InstructionsJanuary 2008 

00 56 00 BIM Execution Planning

DocumentVersion
Date
Description
OPP BIM Contract AddendumNovember 2017Standard OPP BIM Contract addendum for new construction and major renovations.
BIM Project Execution Plan - Version 2.0March 2012This 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 ListNovember 2017Assets and their attributes required in the Record model.
BIM Information Exchanges - LOD MatrixMarch 2012This worksheet is a guide for the project team to define model creation scope of work and model level of development.

   

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