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Academic Project:

Selection of Professional Service Provider

Description:

The California State University has authority to procure its major capital outlay projects using the ​Collaborative Design-Build method, a modified form of the Trustees' Design-build procurement under Public Contract Code section 10708.

The campus will issue a two-phased Collaborative Design-Build construction agreement for the project, under which the design-builder will complete the Phase 1 encompassing programing; development of the schematic design; commitment to a guaranteed maximum price (GMP) and schedule; start Design Development; confirmation of other criteria; and obtain CSU Board of Trustees approval.  Phase 2 of the agreement will be inclusive of remaining design and construction of the project.  The Trustees are not obligated to proceed with phase 2 of the contract with the selected phase 1 Design-Builder.

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 involveme​​nt of the Design-Builder / Construction Manager (CM) as an integral part of the team is a key to the Collaborative-Design-Build delivery method.

​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 C, Review Service Contact 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.

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.

Professional Service Agreement Forms/Templates

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.

Professional Service Agreement Forms/Templates

References:


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.

Professional Service Agreement Forms/Templates

References:


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.

Professional Service Agreement Forms/Templates

References:​