Self-Support:

Service Contract Procurement

Project Architect / Engineer Agreement (Major Capital Project)

Description:

Professional Services of a California licensed architect is required for construction of most structures. The campus acting on behalf of the Trustees of California State University shall determine the need for professional services. CSU Architect/Engineer Agreement is inclusive of design as well as construction contract administration services by the design professional.

Limitation on Use:

Intended as the ‘owner/architect agreement’ for major capital building projects. Typically not appropriate for use on minor capital projects or supporting design services due to extensive deliverables defined in agreement.

Actions:

Funds for Professional services shall be secured by the campus.
The campus shall execute a "CSU Architect/Engineer Agreement" for major capital building projects.
Agreements need to follow the general requirements of an agreement per SUAM and must identify the parties involved, scope, bases of compensation, procedure to accommodate additional services, an procedure to terminate of the project.
Agreement for professional services are not in force or effect until approved by the CSU Office of the General Counsel.
CSU Division 01 specifications, General Requirements, shall be provided to the design team as a reference since certain requirements impact their services during the construction phase.

References:
  • - SUAM Section 9039, 9040
  • - SUAM Section X; 9204.02 - 9212
  • - SUAM Section XI; 9233.01
  • - SUAM Section XII; 9700.4
  • - CSU Procedures Guide Sections 1.5, 2.1
Forms/Templates:

Small Project Architect / Engineer Agreement (SPA)

Description:

Professional Services of a California licensed architect is required for construction of most structures. The campus acting on behalf of the Trustees of California State University shall determine the need for professional services. CSU Small Project Agreement (SPA) is a streamlined version of Project Architect / Engineer Agreement, inclusive of design, but if desired, construction contract administration services by the design professional shall be clearly identified in the scope of work. Agreement can be used for any construction delivery method.

Limitation on Use:

For use on any CSU design/construction project. Optimized for projects with total costs under $5 million. For reports and special studies a Service Agreement will be more appropriate.

Actions:

Funds for Professional services shall be secured by the campus.
The campus shall execute a CSU Small Project Agreement for building projects.
Agreements need to follow the general requirements of an agreement per SUAM and must identify the parties involved, scope, bases of compensation, procedure to accommodate additional services, an procedure to terminate of the project.
Agreement for professional services are not in force or effect until approved by the CSU Office of the General Counsel.

References:
  • - SUAM Section 9039, 9040
  • - SUAM Section X; 9204.02 - 9212
  • - SUAM Section XI; 9233.01
  • - SUAM Section XII; 9700.4
  • - CSU Procedures Guide Sections 1.5, 2.1
Forms/Templates:

Service Agreement 

Description:

Professional Services of a California licensed architect is required for construction of most structures. The campus acting on behalf of the Trustees of California State University shall determine the need for professional services. CSU Service agreement may be used for design services for Minor Capital or JOC projects, supporting design services for any project CEQA, feasibility, master plan studies, miscellaneous professional services, and specialty design services such as: geotechnical, hazardous material reviews, acoustical, laboratory or other design studies, testing or inspection, services.

Limitation on Use:

Service Agreements do not contain the comprehensive framework of deliverables identified in the CSU A/E Agreement thus campuses must use care to develop Service Agreement Scopes of Service to comprehensively describe:

Scope of work, project schedule, deliverables, fee, payment times, and special conditions such as:

Extent of cost estimates to be provided, listing of consulting engineer disciplines to be provided as a part of the work, extent of outside agency plan reviews required, extent of bidding support is required, extent and frequency of construction administration support required, extent of as-built documents required. Note that there may be Master Enabling Agreements for services such as plan check, seismic system review, mechanical system review, commissioning services, and facility conditions assessment

Actions:

Funds for Professional services shall be secured by the campus. The campus shall execute a CSU Service Agreement for variety of services. Agreements need to follow the general requirements of an agreement per SUAM and must identify the parties involved, scope, bases of compensation, procedure to accommodate additional services, an procedure to terminate of the project. Agreement for professional services are not in force or effect until approved by the CSU Office of the General Counsel.

References:
  • - SUAM Section 9039, 9040
  • - SUAM Section X; 9204.02 - 9212
  • - SUAM Section XI; 9233.01
  • - SUAM Section XII; 9700.4
  • - CSU Procedures Guide Sections 1.5, 2.1
Forms/Templates:

Task Order Service Agreement for Professional Service 

Description:

Professional Services of a California licensed architect is required for construction of most structures. The campus acting on behalf of the Trustees of California State University shall determine the need for professional services. CSU Task Order Service Agreement (TOSA) Service agreement may be used for design services for Minor Capital or JOC projects. Individual task orders supporting design services for any project CEQA, feasibility, master plan studies, miscellaneous professional services, and specialty design services such as: geotechnical, hazardous material reviews, acoustical, laboratory or other design studies, testing or inspection, services.

Limitation on Use:

TOSA does not contain the comprehensive framework of deliverables identified in the CSU A/E Agreement thus campuses must use care to develop and issue individual task orders under the TOSA for each professional service required.

TOSA is limited by value up to $400,000 maximum.Agreement term is also limited to one year. Multiple concurrent TOSAs may not be issued to a single service provider.

Actions:

Funds for Professional services shall be secured by the campus. The campus shall execute a CSU Service Agreement for variety of services. Agreements need to follow the general requirements of an agreement per SUAM and must identify the parties involved, scope, bases of compensation, procedure to accommodate additional services, an procedure to terminate of the project. Agreement for professional services are not in force or effect until approved by the CSU Office of the General Counsel.

References:
  • - SUAM Section 9039, 9040
  • - SUAM Section X; 9204.02 - 9212
  • - SUAM Section XI; 9233.01
  • - SUAM Section XII; 9700.4
  • - CSU Procedures Guide Sections 1.5, 2.1
Forms/Templates: