Selection of Service Providers
Description:
In addition to the professional Service providers, the Design-Builder / Construction Manager (CM) is responsible for scheduling, cost estimating, systems value engineering, analyzing systems life cycle cost, providing design-build and / or design-assist elements of the contract, and reviewing coordination and constructability issues during the design phases as part of the Preconstruction Services.
Early involvement of the Design-Builder / CM as an integral part of the team is a key to the Collaborative-Design-Build delivery method. Refer to step C as well as Stage 5, Construction, for additional information on the Design-Builder / CM.
There are several other categories of professionals services that are required for the Design-build delivery:
- Service provider as consultant - For Design-build projects, the consulting architect acting as a independent consultant to the campus or as authors of bridging documents does not need to be prequalified through the CSU architectural prequalification. Consulting engineers and construction mangers providing consulting services also do not need to be prequalified through the CSU architectural prequalification process.
- Systemwide Review Service Providers - CSU maintains various Master Enabling Agreements for the purpose of plan check and system reviews. Refer to step D, Review Service Contract Procurement for further information.
Collaborative - Design - Build Project Architect / Engineer Agreement
Description:
Professional services of a California licensed architect is required for Design-Build projects; however, the Architect of Record is part of Design-build team and there is no direct contract with the Trustees. Design-build architect does not receive prequalification through the CSU "architectural prequalification" process. Prequalification of the Architect /Engineer of record should occur per project basis as part of the technical review of design-build teams by the Evaluation Board.
Special attention should be paid to the types of projects identified in the TOCA for multiple projects and the experience of the proposed design team to ensure the appropriate team is as prequalification
Actions:
Funds for Professional services shall be secured by the campus.
The campus shall execute a CSU Service Agreement for variety of services.
Consult with the Campus Deputy Building Official (CDBO) as CDBO may directly perform plan reviews for projects with the exception of seismic review.
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:
Small Project Architect/Engineer Agreement (SPA)
Description:
The campus acting on behalf of the Trustees of California State University shall determine the need for professional services in addition to the Design-Build Architect and Engineers. 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 to provide Architectural services not covered by the design-build team, supplement the campus advisory team, or pre-schematic services, including development of bridging documents.
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:
Forms /Templates:
- CSU Small Project Agreement (SPA)
- Rider A - General Provisions
- Exhibit A - Scope of Work (Provided as a suggestion for format and outline of content. Each Scope of Work must be written to reflect the specifics of an individual project).
- Exhibit B - Schedule of Lump Sum Fees/ Payment Schedule
- Exhibit C - Hourly Rate Schedule (Suggested format. Expand or edit to reflect the specifics of the project).
Service Agreement
Description:
The campus acting on behalf of the Trustees of California State University shall determine the need for professional services in addition to the Design-Build Architect and Engineers. 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:
Forms /Templates:
- CSU Service Agreement
- Rider A - General Provisions
- Exhibit A - Scope of Work (Provided as a suggestion for format and outline of content. Each Scope of Work must be written to reflect the specifics of an individual project).
- Exhibit B - Schedule of Lump Sum Fees/ Payment Schedule
- Exhibit C - Hourly Rate Schedule (Suggested format. Expand or edit to reflect the specifics of the project).
Task Order Service Agreement for Professional Service
Description:
The campus acting on behalf of the Trustees of California State University shall determine the need for professional services in addition to the Design-Build Architect and Engineers. CSU Task Order Service Agreement (TOSA) Service agreement may be used for design services for Minor Capital or JOC projects. TOSA can be tailored to provide Individual task orders supporting design services for any project in design-build projects including 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 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:
Forms /Templates:
- CSU Task Order Service Agreement
- Rider A - General Provisions
- Rider B - Scope of Service, term, and payment Schedule Work (Each Scope Work must be written to reflect the specifics of an individual project).
- Exhibit A - Task Order