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Academic Project:

Selection of Professional Service Provider

Description:​

Selection of professional service providers will depend on the services required, the delivery method of a project, but does not depend on whether the project is considered a Major or Minor Capital Project.

Design and construction projects where the estimated total project cost is $752,000 or less are considered Minor Capital Projects.  such projects are typically limited to the betterment of academic facilities, including but not limited to improvements made to comply with federal and state accessibility requirements​. 

Design and construction projects where the estimated total project cost is more than $752,000​ are considered Major Capital Projects.

The services of professionals fall within three general categories in the Design stage:

1. Service provider as project architect / engineer (Major Capital Projects)- Professional Services of a prequalified California licensed architect is required for major capital projects. Per CSU policy, CPDC has established and maintains a list of prequalified architects for major capital projects.

CSU prequalified architectural searchable database

2. Service provider as consultant or project architect/ engineer on Minor Capital projects - Professional services of a California licensed architect / engineer is required for most structures. For minor capital projects, the architect of record / engineer does not need to be prequalified through the CSU architectural prequalification. Architects of record on design-build projects, Consulting engineers, architects, and construction mangers providing consulting services also do not need to be prequalified through the CSU architectural prequalification process.

3. Systemwide Review Service Providers - CSU maintains various Master Enabling Agreements for the the purpose of plan check and system reviews. Refer to tabs below for further information.          
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​Project Architect / Engineer Agreement (Major Capital Project)

Description:

Professional Services of a California licensed architect is required for construction of most structures. The campus acting on behalf of the Trustees of California State University shall determine the need for professional services. CSU Architect/Engineer Agreement is inclusive of design as well as construction contract administration services by the design professional.

Limitation on Use:

Intended as the ‘owner/architect agreement’ for major capital building projects. Typically not appropriate for use on minor capital projects or supporting design services due to extensive deliverables defined in agreement.

Actions:

Funds for Professional services shall be secured by the campus.
The campus shall execute a "CSU Architect/Engineer Agreement" for major capital 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.
CSU Division 01 specifications, General Requirements, shall be provided to the design team as a reference since certain requirements impact their services during the construction phase.

References: Forms/Templates:

Small Project Architect / Engineer Agreement (SPA)

Description:

Professional Services of a California licensed architect is required for construction of most structures. The campus acting on behalf of the Trustees of California State University shall determine the need for professional services. 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 for any construction delivery method.

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:

Service Agreement

Description:

Professional Services of a California licensed architect is required for construction of most structures. The campus acting on behalf of the Trustees of California State University shall determine the need for professional services. 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:

Task Order Service Agreement for Professional Service

Description:

Professional Services of a California licensed architect is required for construction of most structures. The campus acting on behalf of the Trustees of California State University shall determine the need for professional services. CSU Task Order Service Agreement (TOSA) Service agreement may be used for design services for Minor Capital or JOC projects. Individual task orders 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:

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 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:

Review Service System-wide Master Enabling Agreements

Description:

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.​

Limitation on Use:

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.

Actions:

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.

References:


Service Agreement for Plan Check and Preliminary Code Assessment Review

Description:

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.

Limitation on Use:

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.

Actions:

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.

Forms / Templates: 

 Refer to Systemwide Plan Check Review & Preliminary Code Assessment Review MEA for individual ​agreements and the associated exhibits.


Service Agreement for Seismic Peer Review

Description:

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.

Limitation on Use:

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.

Actions:

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.

Forms / Templates:

Refer to Systemwide Seismic Peer Review MEA for individual ​agreements and the associated​ exhibits.​


Service Agreement for Mechanical Systems Review

Description:

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.

Limitation on Use:

Although 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.

Actions:

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.

Forms / Templates:

Refer to Systemwide Mechanical Systems and Electrical Systems Peer Review​ MEA for individual ​agreements an​​d the associated exhibits.  ​​


Service Agreement for Commissioning Services

Description:

A master enabling agreement with two separate Service Order and Authorization to Proceed Exhibits for campus to select and authorize services.  The Campus May choose between Commissioning or Monitoring -Based Commissioning 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.

Limitation on Use:

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.

Actions:

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.​

Forms / Templates:

Refer to Systemwide Commissioning and Monitoring-Based Commissioning MEA for individual ​agreements and the associated exhibits.​​