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Capital Planning Design and Construction
 

Construction Management

Sample Forms

Sample forms for the following Construction Management documents are contained herein: SUAM Appendix D, Project Administrative Reference Manual, and Contract General Conditions. All links on the Construction Management web site to "Sample Forms" will automatically take you to this page. Due to the special nature of the Labor Compliance Program and the CSU Builder's Risk Insurance Program, we are maintaining those sample forms on their individual sites and not here.

All of the forms are categorized according to the construction phase for which they are used. The legend defines column headings and provides quick links to the nine main sections of the table. To download sample forms for the construction phase(s) you require, go to that particular column heading, scroll down the page and download any form with an "x" showing in that particular column.

In some cases, a specific document may use a different form than the standard form, and it will immediately follow the standard form. The "x" will appear in the appropriate column and adjacent to the non-standard form. For example, the Schedule of Values form is standard for all documents except for the Contract General Conditions, CM at Risk version, so "Schedule of Values" is listed first, and an "x" appears in every column except CMR (CM at Risk). Following "Schedule of Values" is "Schedule of Values_CMR", and the "x" appears on that line in the CMR column.

LEGEND
SUAM APP D: SUAM Appendix D
PARM: Project Administrative Reference Manual
CONTRACT GENERAL CONDITIONS (CGC)
DBB Majors: CGC for Design-Bid-Build Projects (Major)
DB: CGC for Design-Build Projects (Major)
CMR: CGC for Construction Manager at Risk with Guaranteed Maximum Price Projects
JOC: CGC for Job Order Contracts
Minors: CGC for Design-Bid-Build Projects (Minor)
Prebid
Prequalification
Bid
Award
Service Agreement
Construction Phase
Project Performance Report
Change Order
Claims/Settlement
Escrow Agreement
Capital Outlay Management Plan
PrebidTop
NAME OF FORM FORM # SUAM
APP D
PARM CONTRACT GENERAL CONDITIONS
DBB MAJORS DB CMR JOC MINORS
MOU Campus-Auxiliary for Project Using State Funds (.doc) None X    
MOU Campus-Auxiliary for Project Without Use of State Funds (.doc) None X    
Design Filing Guide (.doc) None X    
Construction Filing Guide (.doc) None X    
Approval to Proceed to Bid (.doc) None X X  
Prebid Meeting Agenda (.doc) 700.01 X X  
Construction Bid Information Form (.doc) 700.02 X X  
Temporary Facilities Checklist (.doc) 700.03 X    
Prequalification Top
NAME OF FORM FORM # SUAM
APP D
PARM CONTRACT GENERAL CONDITIONS
DBB MAJORS DB CMR JOC MINORS
Prequalification of Prospective Bidders (.pdf) 703.11 X   X X X  
Job Order Contract - Supplementary Prequalification Form (.doc) 703.11-JOC X         X  
Technical Prequalification
5-10M Projects PT1
(.doc)
703.11-Tech X    
Technical Prequalification
5-10M Projects PT2
(.doc)
703.11-Tech X    
Subcontractor Prequalification PT1 (.doc) 703.11-Sub X    
Subcontractor Prequalification PT2 (.doc) 703.11-Sub X    
Affidavit of Joint Venture (.doc) 703.12 X   X X X X  
BidTop
NAME OF FORM FORM # SUAM
APP D
PARM CONTRACT GENERAL CONDITIONS
DBB MAJORS DB CMR JOC MINORS
Statement of Finances Prior to Bids (.xls) None X    
Prevailing Wage Rates Cover Page (.docx) None X   X X X X X
Notice Inviting Bids (.doc) 700.06 X    
Notice to Contractors (.doc) 700.04 X   X       X
Notice to Contractors DB (.doc) 700.04DB   X  
Notice to Contractors CMR (.docx) 700.04CM   X  
Bid Proposal Form Standard (.doc) 700.05 X   X       X
Bid Proposal Form DB (.doc) 700.05DB   X  
Bid Proposal Form CMR (.docx) 700.05CM   X  
Bid Proposal Form NonStandard (.doc)
*Note: this form is not modified specifically for DB and CMR; if used, user must update form for these delivery methods.
700.05N X   X * *   X
List of Proposed Subcontractors (.docx) 701.04 X   X X X X X
Certification (.doc) 702.03 X   X X X X X
Bidders Bond (.doc) 702.09A X   X X     X
Bidders Bond JOC (.doc) J702.09A   X  
Noncollusion Declaration (.doc) 701.05 X   X X X X X
Small Business Preference (.doc) 701.09 X   X X X X X
Certificate of Appropriate License CA Co (.doc) 701.08 X   X X X X X
Bid Proposal Form Signature Page (.doc) 701.06 X   X X X X X
Abstract of Bids (.xls) 701.01 X X          
Abstract of Bids DB (.xls) 701.01DB   X  
Abstract of Bids CMR - Fee, EMR, HRS (.xlsx) 701.01CM   X  
Abstract of Bids JOC (.xls) J701.01   X  
Technical Proposal Summary DB (.xls) 701.01T.DB   X  
List of Subcontractors—Additional Information (.docx) 701.04A X X X     X X
List of Subcontractors for Design-Build Projects (.docx) 701.04A.DB   X  
List of Subcontractors for CM at Risk Projects (.docx) 701.04A.CM   X  
DVBE Part Req Transmittal (.doc) DVBE-T X   X X X X X
DVBE Att1 Summary of DV-Owned Bus Part (.doc) DVBE-1 X   X X X X X
DVBE Att2 Bidders Certification (.doc) DVBE-2 X   X X X X X
DVBE Declarations Form (.pdf) STD 843 X   X X X X X
Disabled Veteran Business Enterprise Subcontractor Activity Report (.xls) None X   X X X X X
Bid Overrun Analysis Policy
No. 2
(.pdf)
None X            
AwardTop
NAME OF FORM FORM # SUAM
APP D
PARM CONTRACT GENERAL CONDITIONS
DBB MAJORS DB CMR JOC MINORS
Approval to Award a Contract Memo (.doc) None X            
Statement of Finances After Receipt of Bids (.xls) None X            
Notice of Intent to Accept Bid (.doc) None X            
Agreement Bonds Certification Forms (.docx) 702.01 X   X        
Agreement Bonds Certification Forms DB (.docx) 702.01DB   X  
Agreement Bonds Certification Forms CMR (.docx) 702.01CM   X  
Agreement Bonds Certification Forms JOC (.docx) J702.01   X  
Agreement Bonds Certification Forms Minors DBB (.docx) 702.01M   X
Subcontractor Directory (.doc) 702.04S X   X X X   X
Payee Data Record STD204 (.pdf) STD 204 X   X X X X X
Contract Award Report STD16 (.xls) STD 16 X    
PWC100 - CSU and DIR Instructions for Online Submission (.pdf) PWC100 X    
Notice to Proceed (.doc) 702.16 X   X   X X X
Notice to Proceed DB (.doc) 702.16DB   X  
Preconstruction Mtg Letter (.doc) 702.11 X    
Preconstruction Mtg Agenda (.doc) 702.11A X X  
Preconstruction Mtg Package Contents (.doc) 702.11C X X  
Service AgreementTop
NAME OF FORM FORM # SUAM
APP D
PARM CONTRACT GENERAL CONDITIONS
DBB MAJORS DB CMR JOC MINORS
Service Agreement   X    
Payee Data Record STD204 (.pdf) STD 204 X    
Contract Award Report STD16 (.xls) STD 16 X    
Service Agreement Amendment Proposal (.doc) None X    
Campus Inspector Job Description Responsibilities Requirements (.doc) None X    
Instructions Weekly-Monthly Activity Reports (.doc) None X X  
Weekly Activity Report (.doc) 702.25 X X  
Monthly Construction Progress Rept (.doc) 702.04 X X  
Construction Daily Diary (.doc) 703.00 X X  
Payment Request for Service Agreement (.doc) 702.33 X X  
Payment Request for PM IOR (.doc) 702.33P X X  
Authorization for Extra Hours (.doc) 702.33A X X  
Construction PhaseTop
NAME OF FORM FORM # SUAM
APP D
PARM CONTRACT GENERAL CONDITIONS
DBB MAJORS DB CMR JOC MINORS
Site Survey and Acceptance (.doc) 702.08 X X X X X X X
Fair Employment Practices Compliance Report (.doc) 702.18 X X X X X X X
Subcontractor Directory (.doc) 702.04S X   X X X X X
Contract Payment Request (.xlsx) 702.12 X X X   X X X
Contract Payment Request DB (.xlsx) 702.12DB   X  
Contract Payment Request CMR 702.12CM This form has been replaced with the Contract Payment Request – Form No. 702.12.
Request for Payment of Materials on Hand (.doc) 702.17 X X X X X X X
Schedule of Values (.doc) 702.21 X X X X   X X
Schedule of Values CMR (.xls) 702.21CM   X  
Contractors Construction Waste and Recycling Plan (.xls) 01151A X X X X X X X
Contractors Reuse Recycling and Disposal Report (.xls) 01151B X X X X X X X
Contractors Building Demolition Waste and Recycling Plan (.xls) 02060A X X X X X X X
Building Demolition Contractors Reuse Recycling and Disposal Report (.xls) 02060B X X X X X X X
Uniformat Building Systems Breakdown by Discipline (.doc) 702.21A X X X X X X X
Correction Notice (.doc) 702.27 X X X X X X X
Inspectors Memorandum (.doc) 702.28 X X          
Request for Special Inspection (.doc) 702.23 X X X X X X X
Inspection Request Form (.doc) 702.24 X X X X X X X
Time and Material Daily Log (.doc) 702.26 X X  
Report of Injury (.doc) 702.10 X X  
Stop Payment Notice Release Bond (.docx) None X   X X X X X
Guarantee Quality and Performance (.doc) 702.19 X X X X X X X
Notice of Completion (.doc) 702.02 X X X X X X X
New Location Questionnaire (.doc) None X X          
Punch List (.doc) 702.07 X X X X X X X
Certification of Completion/Release of Retention (.docx) 702.02C-R X X  
Project Closeout Checklist (.docx) 702.02P X X  
Contractor Performance Evaluation (.doc) 703.13 X X X X X X  
Non-Responsible Contractor Performance Evaluation for Minors (.doc) 703.14 X X         X
Project Performance Report (PPR)Top
NAME OF FORM FORM # SUAM
APP D
PARM CONTRACT GENERAL CONDITIONS
DBB MAJORS DB CMR JOC MINORS
Instructions (.pdf) None X    
Flowchart (.pdf) None X    
Questionnaire (.doc) None X    
Project Data Entry Workbook (.xls) None X    
Change OrderTop
NAME OF FORM FORM # SUAM
APP D
PARM CONTRACT GENERAL CONDITIONS
DBB MAJORS DB CMR JOC MINORS
Change Order Procedures (.pdf) 703.04P X    
Request for Information (RFI) (.doc) 702.29 X X X X X X X
Field Instruction (.doc) 702.22 X X X X X X X
Hourly Labor Rate Worksheet (.xls) 703.33 X X X X X X X
Contractor Change Order Request Summary (.xls) 703.34 X X X   X X X
Contractor Change Order Request Summary DB (.xls) 703.34DB   X  
Subcontractor Change Order Request Summary (.xls) 703.34S X X X   X X X
Subcontractor Change Order Request Summary (.xls) 703.34S.DB   X  
Cost Request Bulletin (.doc) 702.20 X X X X X X X
Change Proposal (.doc) 703.24 X X  
Change Order (.docx) 703.04 X X X X X X X
Change Order Cost Summary Worksheet (.doc) 703.04W X X  
Contingency Status Report (.xls) 703.04C X X  
Change Order Log (.xls) 703.04L X X  
Claims/SettlementTop
NAME OF FORM FORM # SUAM
APP D
PARM CONTRACT GENERAL CONDITIONS
DBB MAJORS DB CMR JOC MINORS
One-Way Global Settlement Change Order (.doc) 703.04.1 X X  
Two-Way Mutual Release Global Settlement Change Order (.doc) 703.04.2 X X  
Milestone Change Order (.doc) 703.04.M X X  
Simple Global Settlement Change Order (.doc) 703.04.S X X  
Agreement Re Inadmissible Settlement Negotiations (.doc) 703.25 X X  
Claims Review Board Procedures Part I (.doc) 703.51 X    
Claims Review Board Procedures Part II (.doc) 703.52 X    
Claims Review Board Data Sheet (.doc) 703.53 X    
Claims Review Board Sign-in Sheet (.doc) 703.54 X    
Construction Claims Manual (.pdf) None X    
Escrow AgreementTop
NAME OF FORM FORM # SUAM
APP D
PARM CONTRACT GENERAL CONDITIONS
DBB MAJORS DB CMR JOC MINORS
Escrow Procedures (.doc) 704.00 X   X X X  
Escrow Agreement (.doc) 704.01 X    
Escrow Fee Schedule (.doc) 704.02 X    
New Account Request (.doc) 704.03 X    
Trustees Authorized Signatures Ltr to STO (.doc) 704.04 X    
Trustees Contact Sheet to STO (.doc) 704.05 X    
Request for Securities Transaction (.doc) 704.06 X    
Request for Payment of Retention to Contractor (.doc) 702.12R X   X X X  
Capital Outlay Management Plan Top
NAME OF FORM FORM # SUAM
APP D
PARM CONTRACT GENERAL CONDITIONS
DBB MAJORS DB CMR JOC MINORS
Guidelines for the Development of Delegation Plans (.pdf) None X    
Capital Outlay Management Plan Template (.docx) None X    
EO 672 Delegation of Capital Outlay Management Authority and Responsibility (.pdf) None X