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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 2016Safety Requirements
Site Specific Safety Plan TemplateFebruary 2013Safety 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    
January 2017Notice to Bidders                                                                 
Section B  January 2017Form of Proposal
Section C  January 2017Form of Agreement 1-C (sample)
Section D July 2017General Conditions of the Contract (sample)
Section D1October 2001Notification of Contract Requirements Pertaining to the Prevailing Wage Act
Section EOctober 2001List of Drawings
Section F (UP) July 2017General Conduct of the Work and Special Requirements for University Park
Section F (non-UP)January 2009General Conduct of the Work and Special Requirements the Commonwealth Campuses
Section F - (HMC)June 2016General Conduct of the Work and Special Requirements for the Hershey Medical Center
Section GOctober 2001Basis of Bids
Section HOctober 2001Scope of Work
MBE-WBE Exhibit AJuly 2017DBE Contractor / Supplier Utilization Form

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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)January 2017Notice to Bidders
Section B (DGS)November 2015Form of Proposal
Section C (DGS)January 2017Form of Agreement 1-C (sample)
Section D July 2017General Conditions of the Contract (sample)
Section D1October 2001Notification of Contract Requirements Pertaining to the Prevailing Wage Act
Section EOctober 2001List of Drawings
Section F (UP) July  2017General Conduct of the Work and Special Requirements for University Park
Section F (non-UP)January 2009General Conduct of the Work and Special Requirements for the Commonwealth Campuses
Section F - (HMC)May 2011General Conduct of the Work and Special Requirements for Hershey Medical Center
Section GOctober 2001Basis of Bids
Section HOctober 2001Scope of Work
DGS Exhibits A-HJanuary 2007Exhibit 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 SDBURAugust 2016SDBUR - Small Diverse Business Utilization Report
DGS-SGCFebruary 2005Supplementary General Conditions of the Contract

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).
QuestCDN InstructionsApril 2015QuestCDN/Online Bidding - Instructions(PDF) on how to register for account and submit bid.
 QuestCDN Video TutorialApril 2015QuestCDN/Online Bidding - Link to video containing step by step instructions on how to submit a bid via QuestCDN.
2-C ContractAugust 2017Form of Agreement (2-C)
2-C Project Request FormSeptember 2017Form 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'sApril 2015Instructions on 2-C process for Project Leader or Professional.
2-C Certificate of Payment Process & ChecklistApril 2017Instructions/Checklist for 2-C Certificate of Payment
2-C Certificate of PaymentMay 20162-C Application/Certificate of Payment. Completed forms shall be submitted to the Contract Administration Financial Assistant.
2-C Addendum TemplateApril 2015Addendum 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.

JOC Process for PL'sSeptember 2017Instructions on JOC process for Project Leader
JOC Project Request Form - PDF(Editable)April 2015Completed forms shall be submitted to jgw124@psu.edu
JOC Sole Source Justification Form - PDFApril 2015Completed forms shall be submitted to jgw124@psu.edu
JOC Emergency Restoration Project Request FormAugust 2016Completed forms shall be submitted to jgw124@psu.edu
JOC Proposal Review Instructions The processes outlined in this document shall be used for all JOC proposal reviews
JOC Joint Scope/Pre-Bid Meeting Topics 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
Document
Version Date
Description
Initial Job Conference GuideDecember 2010This 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 SheetDecember 2007Use this form to log the attendees of the job conference
Job Conference Meeting Minutes FormJanuary 2012 
After Hours Emergency CallsApril 2007 

.03 Prevailing Wage (Payroll)
Document
Version Date
Description
Commonwealth of PA Payroll Certification NoticeMay 2008 
Weekly Payroll Certification Forms  
No Work ReportJuly 15, 2003    

.04 Payment Application

.05 Change Order
Document
Version Date
Description
Change Order ProcessJuly 15, 2003 
Change Order Summary and Cost Breakdown FormsJuly 2005 
Tax Exempt ItemsJuly 15, 2005 
ACT 45 Exemption Carve-OutJanuary 2, 2003   
Change Order Letter-SAMPLE 1July 15, 2003Sidney Professional Letter
Change Order Letter-SAMPLE 2
July 15, 2003Joe Contractor Letter
Change Order Summary-SAMPLEAugust 2004 
Change Order Letter-SAMPLE 3July 15, 2003Bill Subcontractor Letter
Cost Breakdown-SAMPLEAugust 2004 
Change Order Letter-SAMPLE 4July 15, 2003Quick Buck Rental Company
Change Order Letter-SAMPLE 5July 15, 2003Speedy Electric Supply Company

.06 Forms and Certificates

.07 Stormwater Information

.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    
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

Document
Version Date
Description
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.

Document
Version Date
Description
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

Document
Version Date
Description
Contractor Evaluation FormJanuary 2008 
Contractor Evaluation InstructionsJanuary 2008 

00 55 02 Professional Performance Evaluation

Document
Version Date
Description
AE Professional Evaluation FormJanuary 2008 
AE Professional Evaluation InstructionsJanuary 2008 

00 56 00 BIM Execution Planning

Document
Version 
Date
Description
OPP BIM Contract AddendumMarch 2012Standard 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 ListAug 2012Assets 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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