Construction Management Sample Forms

The forms here are categorized according to the construction phase for which they are used. You can also search for forms by phase. Simply click on the name of the form to access it. Due to the special nature of the CSU Builder's Risk Insu​rance Program, CPDC maintains those forms on a separate site.

In some cases, a specific document may use a different form than the standard form, which 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, so "Schedule of Values" is listed first. 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

The charts below show the Contract General Conditions (CGC) for the following delivery methods:

DBB Majors: Design-Bid-Build Projects (Major)
DB: Design-Build Projects (Major)
CDB: Collaborative Design-Build Projects
CMR: Construction Manager at Risk with Guaranteed Maximum Price Projects
JOC: Job Order Contracts
Minors: Design-Bid-Build Projects (Minor)

TO-CA: Task Order Contract Agreement





General Conditions​

Pre-bid

Pre-qualification

NAME OF FORM
FORM #
 
 
DBB
MAJORS
DB
CDB
CMR
JOC
MINORS
Affidavit of Joint Venture 703.12XXX XX 
Job Order Contract - Supplementary Pre-qualification Form 703.11-JOC    X 
Pre-qualification of Prospective BiddersN/AXXXXX 
Technical Pre-qualification
5-10M Projects PT1
 
703.11-Tech 
  
  
 
Technical Pre-qualification
5-10M Projects PT2
 
703.11-Tech      
Subcontractor Pre-qualification PT1
703.11-Sub     
 
Subcontractor Pre-qualification PT2 703.11-Sub      

Bid

NAME OF FORM
FORM #

 
 
DBB MAJORSDB
CDBCMRJOCMINORS
Abstract of Bids DB 701.01DB X    
Abstract of Bids DBB 701.01DBBX    X
Abstract of Bids CDB - Fee, EMR, HRS
701.01.CDB  X   
Abstract of Bids CMR - Fee, EMR, HRS
701.01CM   X  
Abstract of Bids JOC
701.01.JOC    X 
Abstract of Bids TO-CA MEA-HR 701.01.TO_CA.MEA-hr  XX  
Abstract of Bids TO-CA MEA-PCT
701.01.TO-CA.MEA-pct  XX  
Bid Proposal Form CDB
700.05CDB  X   
Bid Proposal Form CMR 700.05CM   X  
Bid Proposal Form DB
700.05DB X    
Bid Proposal Form DBB
700.05DBBX    X
Bid Proposal Form JOC
700.05J    X 
Bid Proposal Form NonStandard
*Note: this form is not modified specifically for DB and CMR; if used, user must for these delivery methods.
700.05NX* * X
Bid Proposal Form Signature Page 701.06XX
XXXX
Bid (Fee) Proposal Form TO-CA MEA-HR 700.05.TO-CA-hr  XX  
Bid (Fee) Proposal Form TO-CA MEA PCT 700.05.TO-CA-pct  XX  
Bid Overrun Analysis Policy
No. 2
 
None      
Bidders Bond 702.09AXX   X
Bidders Bond JOC J702.09A    X 
Certificate of Approp License, DIR Pub Wks Reg and CA Co
701.08XXXXXX
Certification 702.03XXXXXX
Conflict of Interest & Confidentiality Stmt CRL057 XXX  
Department DVBE Subcontracting Report 810D

Department DVBE Subcontracting Report Instructions 810D Instr.
DVBE Att1 Summary of DV-Owned Bus Part DVBE-1XXXXXX
DVBE Att2 Bidders Certification
DVBE-2XXXXXX
DVBE Declarations Form STD 843XXXXXX
DVBE Part Req Transmittal DVBE-TXXXXXX
List of Proposed Subcontractors 701.04X    X
List of Subcontractors—Additional Information
701.04AX   XX
List of Subcontractors for DB and CDB Projects
701.04-DB.CDB XX   
List of Subcontractors for CM at Risk Projects 701.04A.CM   X  
Noncollusion Declaration 701.05XXXXXX
Notice to Contractors DB (RFP) 

Notice to Contractors DB (RFQ) 
700.04DB X    
Notice to Contractors DBB 700.04DBBX    X
Notice to Contracto​​rs CDB
700.04CDB  X   
Notice to Contractors ​CMR
700.04CMR   X  
Notice to Contractors JOC
700.04J    X​
 
Notice to Contractors_TO-CA_MEA 
700.04TO-CA  xx  
Notice Inviting Bids 700.06      
Prevailing Wage Rates Cover Page
NoneXX XXX
Prime Contractor’s DVBE Subcontracting Report 810P​
XXXXXX
Prime Contractor’s DVBE Subcontracting Report-Instructions for both the Prime Contractor and the Campus 
810P Instr.​
      
Small Business Preference 701.09XXXXXX
Statement of Finances Prior to Bids None      
Technical Proposal Summary DB 701.01T.DB X    

Award

NAME OF FORM
FORM #
 
 
DBB MAJORSDB
CDBCMRJOC
MINORS
Agreement Bonds Certification Forms 702.01X     
Agreement Bonds Certification Forms DB 702.01DB X    
Agreement Bonds Certification Forms CDB 702.01CDB  X   
Agreement Bonds Certification Forms CDB TOCA 
702.01CDB.TO-CA  X   
Agreement Bonds Certification Forms CMR 702.01CM   X  
Agreement Bonds Certification Forms CMR TOCA 
702.01CMR.TO-CA   X  
Agreement Bonds Certification Forms JOC J702.01    X 
Agreement Bonds C​​ertification Forms Minors DBB 702.01M     X
Agreement Certification None     X
Approval to Award a Contract Memo None

      
Checklist of Labor Law Requirements 
CSU.LC.00A      
Contract Award Report STD16 STD 16      
Notice of Intent to Accept Bid None      
Notice to Proceed 702.16X  XXX
Notice to Proceed DB 702.16DB X    
Notice to Proceed for CDB Construction Agreement
702.16CDB X    
Notice to Proceed for CM Construction Agreement 702.16CMR X X  
Notice to Proceed-Overall Job Order Contract 702.16J    X 
Notice to Proceed Task Order 702.16.Task Order X X  
Payee Data Record STD204 STD 204XX XXX
Preconstruction Mtg Letter
702.11      
Preconstruction Mtg Agenda 702.11A      
Preconstruction Mtg Package Contents 702.11C      
PWC100 - CSU and DIR Instructions for Online Submission PWC100      
Statement of Finances After Receipt of Bids None      
Subcontractor Directory
702.04SXX X X
TO-CA MEA Notice to Proceed
702.16.MEA  XX  

Service Agreement

Construction Phase

​NAME OF FORM
FORM #
 
 
DBB MAJORSDB
CDB
CMRJOCMINORS
Building Demolition Contractors Reuse Recycling and Disposal Report 02 41 00BXXXXXX
Building Demolition Contractors Waste and Recycling Plan 02 41 00AXXXXXX
Certification of Occupancy & Completion/Release of Retention 702.02-OCR      
Contract Payment Request 702.12X  XXX
Contract Payment Request DB 702.12DB X    
Contract Payment Request CMR 702.12CM This form has been replaced with the Contract Payment Request – Form No. 702.12.
Contractors Construction Reuse, Recycling and Disposal Report 01 74 19BXXXXXX
Contractors Construction Waste and Recycling Plan 01 74 19AXXXXXX
Contractor Performance Evaluation 703.13X XXX 
Correction Notice 702.27XXXXXX
Fair Employment Practices Compliance Report 702.18XXXXXX
Guarantee Quality and Performance 702.19XXXXXX
Inspectors Memorandum 702.28      
Inspection Request Form
702.24XXXXXX
Schedule of Values 702.21XXX XX
Schedule of Values CMR
702.21CM  
  
Site Survey and Acceptance 702.08XXXXXX
Subcontractor Directory 
702.04SX X XXX X
Request for Payment of Materials on Hand 702.17XXXXXX
Uniformat Building Systems Breakdown by Discipline 702.21AXXXXXX
Request for Special Inspection 702.23XXXXXX
Time and Material Daily Log 702.26      
Report of Injury 702.10      
Stop Payment Notice Release Bond NoneXXXXXX
Occupancy Change Order 703.04OXXXXXX
New Location Questionnaire None      
Non-Responsible Contractor Performance Evaluation for Minors 703.14     X
Notice of Completion 702.02XXXXXX
Punch List 702.07XXXXXX
Project Closeout Checklist 702.02P      
Reconciliation of Project Costs 702.02RPC Collaborative DBX   

Project Performance Report


NAME OF FORM
FORM #
Instructions None
Capital Project Management Checklist None

Change Order

NAME OF FORM
FORM #
 
 
DBB MAJORS
DB
CDBCMRJOCMINORS
Allowance Procedures and Contract Change Order Procedures 703.04P  
    
Change Order
703.04XXXXXX
Change Order Cost Summary Worksheet 703.04W      
Change Order Log 703.04L      
Change Proposal
703.24      
Contractor Change Order Request Summary 703.34X  XXX
Contractor Change Order Request Summary DB 703.34DB X    
Contingency Status Report 703.04C      
Cost Request Bulletin
702.20XXXXXX
Field Instruction 702.22XXXXXX
Hourly Labor Rate Worksheet 703.33XXXXXX
Occupancy Change Order 703.04OXXXXXX
Request for Information (RFI) 702.29XXXXXX
Subcontractor Change Order Request Summary 703.34SX  XXX
Subcontractor Change Order Request Summary 703.34S.DB X    

Claims/Settlement

Escrow Agreement

NAME OF FORM
FORM #
 
 
DBB MAJORSDB
CDBCMRJOCMINORS
Escrow Agreement 704.01      
Escrow Fee Schedule
704.02      
Escrow Procedures 704.00XX X  
New Account Request 704.03      
Request for Payment of Retention to Contractor from Escrow​702.12RXXX  
Request for Securities Transaction
704.06      
Trustees Authorized Signatures Ltr to STO 704.04      
Trustees Contact Sheet to STO 704.05      

Capital Outlay Management Plan

NAME OF FORM
FORM #
Capital Outlay Management Plan Template
None
EO 672 Delegation of Capital Outlay Management Authority and Responsibility 
None
Guidelines for the Development of Capital Outlay Mgmt Plans
None