Review Service Systemwide Master Enabling Agreements

The CSU is required to construct and maintain its facilities in compliance with all applicable codes and regulations. Determination of permit need and permit issuance is coordinated at the campus by the appointed Campus Deputy Building Official (CDBO). CPDC A/E acts as a system-wide resource regarding code compliance and policy requirements. To assist the Campus Deputy Building Official in examination of permit requests and commissioning, CSU maintains various Master Enabling Agreements for the purpose of plan check and system reviews.

Service Agreement for Mechanical Systems Review. A master enabling agreement with Service Order and Authorization to Proceed Exhibit for campus to authorize

Commissioning Services. A master enabling agreement with Service Order and Authorization to Proceed Exhibit for campus to authorize. The Campus may choose between commissioning or Monitoring-based Commissioning services

General provisions and scope of work of Service Order and Authorizations are limited and have been reviewed by the Office of the General Counsel in advance. Changes to the predetermined scope may trigger additional reviews by the Office of the General Counsel.

Funds for Professional services shall be secured by the campus.

The campus shall notify the review service provider.

The campus shall review the base master enabling agreement, complete the provided service order authorization, and execute the authorization by providing a signed copy to the service provider.

Note that concurrence with General Counsel is not typically required for Service Order and Authorizations of Master Enabling Agreements.

Insurance requirements including certificates are centrally managed through the Office of the Chancellor. Campus procurement organizations should not insist on additional proof of insurance from the service provider.

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.

• SUAM Section 9039, 9040
• SUAM Section X; 9205 - 9212​
• SUAM Section XI; 9232 - 9235
• SUAM Section XII; 9700.4
• CSU Procedures Guide Sections 1.5, 2.1

Service Agreement for Plan Check and Preliminary Code Assessment Review

A master enabling agreement with Service Order and Authorization to Proceed Exhibit for campus to authorize. The Campus may select Plan Check Review service and /or Preliminary Code Assessment Review service.

Building code review including structural systems for all CSU projects may be performed directly by the Campus Deputy Building Official (CDBO) or, on their behalf, by any of the authorized plan check firms under system-wide agreements as noted below.

Plan check firms provide only an opinion and recommendation as to code compliance. The Campus Deputy Building Official is responsible to make the official CSU determination for code approval.

Funds for Professional services shall be secured by the campus.

The campus shall notify the review service provider.

The campus shall review the base master enabling agreement, complete the provided service order authorization, and execute the authorization by providing a signed copy to the service provider.

Note that concurrence with General Counsel is not typically required for Service Order and Authorizations of Master Enabling Agreements.

Insurance requirements including certificates are centrally managed through the Office of the Chancellor. Campus procurement organizations should not insist on additional proof of insurance from the service provider.

Service Agreement for Seismic Peer Review

A master enabling agreement with Service Order and Authorization to Proceed Exhibit for campus to authorize peer review. The Campus may select additional extra services such as pre-design studies.

Per Trustee policy a seismic assessment is required for all projects. Major Capital Projects require a review by the seismic peer reviewer (or his designee) assigned to a specific campus.

Minor Capital Projects may be submitted for peer review or may be reviewed and approved administratively by the campus at the discretion of the Campus Deputy Building Official. Refer to Section 3.7, Peer Review for Small Projects, of the CSU Seismic Policy.

Seismic Peer Review does not provide a complete structural systems review. The Campus Deputy Building Official is responsible to make the official CSU determination for code approval. Services of Plan check review shall cover the structural systems.

Funds for Professional services shall be secured by the campus.

The campus shall notify the review service provider.

The campus shall review the base master enabling agreement, complete the provided service order authorization, and execute the authorization by providing a signed copy to the service provider.

Note that concurrence with General Counsel is not typically required for Service Order and Authorizations of Master Enabling Agreements.

Insurance requirements including certificates are centrally managed through the Office of the Chancellor. Campus procurement organizations should not insist on additional proof of insurance from the service provider.

Service Agreement for Mechanical Systems Review

A master enabling agreement with Service Order and Authorization to Proceed Exhibit for campus to authorize peer review.

A Mechanical Systems Review (MSR) is a third party review of the HVAC, Plumbing, Fire protection, and controls systems by one of the CSU Mechanical Review Board members. The MSR is required for all major capital projects both state and non-state funded within the CSU System. While the MSR is provided as an advisory to the campus, MSR letters of concurrence are required during the schematic and the construction document phases of the design. seismic assessment is required for all projects. Minor Capital Projects or non-energy related projects may be submitted for peer review at the discretion of the campus.

Although the The Mechanical Systems Review is comprehensive, it is not intended to be a plan-check review of the project. MSR comments are advisory to the campus. The project design professionals retain the full responsibility for the design as well as compliance to applicable codes and standards.

Funds for Professional services shall be secured by the campus.

The campus shall notify the review service provider.

The campus shall review the base master enabling agreement, complete the provided service order authorization, and execute the authorization by providing a signed copy to the service provider.

Note that concurrence with General Counsel is not typically required for Service Order and Authorizations of Master Enabling Agreements.

Insurance requirements including certificates are centrally managed through the Office of the Chancellor. Campus procurement organizations should not insist on additional proof of insurance from the service provider.

Service Agreement for Commissioning Services

A master enabling agreement with two separate Service Order and Authorization to Proceed Exhibits for campus to select and authorize services.

Commissioning (Cx) is a process to confirm that a project's MEP systems realize planned performance when constructed. It is verification of project quality in relation to CSU 's requirements.

Cx is required for most new constructions with an area of 10,000 square feet or greater per requirements of California Green Building Standards. The California State University requires Cx all construction for projects with the construction cost of $3,000,000 or greater.

Monitoring Based Commissioning (MBCx) scope is unique to each building and is a phased iterative effort. The purpose is to realize improved building performance.

Mechanical Systems Review (MSR) includes the review of the systems design while commissioning of the project during design phase includes the review to ensure that all aspects of project commissioning are adequately specified in the project. However, there are areas that may be common to both reviews and which need to be coordinated between the Mechanical systems reviewer and Cx Agent. The responsibility for the design as well as compliance to applicable codes and standards rest with the design and construction professionals.

Funds for Professional services shall be secured by the campus.

The campus shall notify the review service provider.

The campus shall review the base master enabling agreement, complete the provided service order authorization, and execute the authorization by providing a signed copy to the service provider.

Note that concurrence with General Counsel is not typically required for Service Order and Authorizations of Master Enabling Agreements.

Insurance requirements including certificates are centrally managed through the Office of the Chancellor. Campus procurement organizations should not insist on additional proof of insurance from the service provider.