​​C. Design-Phase Reviews

Phase 1 Reviews

Description: At a minimum, the Construction Administrator attends the following meetings as follows:

1. Project Start: The Construction Administrator reviews the Construction Management section of the CSU Procedure Manual for CSU Projects with the architect or Design Builder to assure preconstruction documents are set up correctly and to provide guidelines for documents: Project Criteria documents; Supplementary General Conditions, Division One, campus technical standards; geotechnical and foundation design report; existing site plan and survey for conflicting existing utilities; existing utility capacities; any hazardous materials present in work area; project schedule and budget.

2. Schematic Review: This review is for conformance to project criteria, prudent design, budget and schedule: Site and grading plans; foundation systems; structural frame and cladding concepts; to ensure the Seismic Review Board is reviewing the structure; the Mechanical Review Board is reviewing mechanical & electrical design; Specifications; Division One; General Requirements and Special Conditions; Site Work, ensure conformance to soils report; Supplementary General Conditions; current estimate and updated schedule.

3. Construction Document Review: This review takes place at 100 percent Design Development, 50 percent and 95 percent. Construction Documents: In addition to items described in the Schematic Review, the Construction Administrator shall check: updated schedule and estimates; civil and site plans; finishes; landscape plans; conformance to campus standards and design criteria; conformance to the design evolution log; demolition plans; work areas, access, laydown areas; utility tie-ins and required shutdowns; source of temporary facilities and capacity; hazardous materials; campus restraints; special prevailing wage rates/special determinations, if any; budget and bid alternates; any phasing plans; peer reviews; and OSFM reviews.


The Construction Administrator must remain involved throughout the design phases to monitor and work towards the successful completion of design of the construction documents.

Forms & Templates:

CSU Procedure Manual for CSU Projects 

Division One template 

Trade Bid Requirements


Trade Bidding: Trade bidding is conducted upon completion of the project design. Please refer to the appropriate Construction Manager at Risk RFP for more information on the trade bid requirements:

  1. Prequalify trade contractors
  2. Minimum bidding pools
  3. DVBE Participation Requirement
  4. Trade contractor contingencies
  5. Reproduction cost of trade bid packages
  6. Bid phase services
  7. Trade bid advertisement


  • Requests for Proposals Ddocuments (RFPs) for Construction Manager at Risk projects
  • Contract General Conditions for Construction Manager at Risk with Guaranteed Maximum Price Projects

Forms & Templates:


Lump Sum or Guaranteed Maximum Price


Definition of the Guaranteed Maximum Price (GMP): “The maximum price that the Trustees and Contractor agree upon as payment for managing, providing and installing all the Work.” The GMP is the Not-to-Exceed Contract Amount.

Submittal of GMP: The Project Budgeted Direct Construction Cost is provided in the Project Request for Proposal. The CSU Board of Trustees may revise the project Budgeted Direct Construction Cost during Phase 1.

Upon completion of the Construction Documents, the Construction Administrator shall bid all the trade contractors, assemble and submit a GMP proposal. The Contractor shall include in its GMP submittal all of the following:

  1. "List of Trade Contractors for CM at Risk Projects", Form 701.04CM, whereon CM shall list:
    • trade contractor's name
    • California Contractors State License Board-issued contractor license number
    • California Department of Industrial Relations Public Works Registration number
    • Location of place of business
    • the portion of work or labor or rendition of services that each such trade contractor will do in accordance with Public Contract Code Sections 4104, 4105, and 4106. For each alternative, Construction Manager shall list any trade contractor not included in base contractor subcontracting listing.
  2. a line item breakdown showing each subcontract amount
  3. the number of bidders to date for each trade a bid breakdown summary sheet for each trade, and inclusion of all of the bid package descriptions detailing bid amounts for all bidders and all normalization
  4. all allowances, which may include allowances for trades which have not yet been competitively bid, and which shall be broken out into a separate section of the GMP proposal
  5. all other items included in the Direct Construction Cost
  6. the Contractor’s site management fee
  7. the Contractor’s contingency (no other general or subcontractor contingencies are allowed)
  8. the Contractor’s Overhead and Profit
  9. bonding costs

The GMP is the maximum amount which the Trustees will pay the Contractor for the construction of the project, except as may be adjusted by change orders. The Contractor shall be responsible for any cost overrun of the GMP.

If the Contractor’s Direct Construction Cost as proposed is less than the Contractor’s Direct Construction Cost portion of the GMP, the difference shall be retained by the Trustees. Once bids are received on a bid package and the subcontracts are awarded, work usually or customarily included in the subcontract scope, and not specifically excluded, is deemed by the Trustees to be included in the subcontract.

Should it become known that such work is not included in the subcontract, it may not be included in remaining bid packages and shall be debited from the Contractor’s contingency. Remaining bid packages may be altered, created or deleted in response to current information.

When all bid packages are awarded, a change order may be executed for the benefit of the Trustees to permanently recover all bid savings.

Phase 2 Construction Agreement

Description: With the acceptance of the GMP, the Trustees will issue a Phase 2 agreement for Construction Manager at Risk and for the construction of the project (the design agreement is a separate agreement with the architectural firm and the Trustees).

Forms and Templates:

CSU Procedure Manual for CSU Projects 

Division One template

California Department of Industrial Relations​ Public Works