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Manual
Volume 1: University Administration
Volume 2: Planning
Introduction and Summary
Volume 3: Design, Design Documents, Instruction, Models
Volume 4: Construction Contracting
Volume 5: Bidding and Construction Administration
Volume 6: Plant Operations and Maintenance
Glossary
Templates
Design Contract Templates
1. Balcony Bill PSA
2. Construction Management Agreement
3. Executive Design Professional Agreement (EDPA)
4. EDPA Blanket Agreement
5. EDPA for CM at Risk Delivery
6. EDPA Lite with Any Delivery Method
7. Master Architect Agreement for Design-Build Delivery
8. Professional Services Agreement
Construction Contract Templates
1. 179D/Inflation Reduction Act (IRA) Funding
2. Best Value Contractor Selection
3. Brief Design Build Contract Templates
4. Brief Form Contract Templates
5. CM at Risk Contract Templates
6. Design Build Contract Templates
7. Energy Savings Brief Design Build Contract Templates
8. Informal Form Contract Templates
9. Job Order Contracting (JOC) Contract Templates
10. Long Form Contract Templates
11. Mini Form Contract Templates
12. Multiple Prime Contract Templates
13. Prequalification
14. Progressive Design Build Contract Templates
15. Insurance and University Controlled Insurance Program (UCIP)
Resources
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Construction Contract Templates
Image credit: UC Santa Cruz Rachel Carson College
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Construction Contract Templates
14. Progressive Design Build Contract Templates
14.5 Closeout
14.5.5 Subcontractor Claim Certification
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Construction Contract Templates
14. Progressive Design Build Contract Templates
14.5 Closeout
14.5.5 Subcontractor Claim Certification
14.5.5 Subcontractor Claim Certification
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Manual
Volume 1: University Administration
Chapter 1: Introduction to the Facilities Manual
1.1 Facilities Manual Organization
1.2 Facilities Manual Content, Style, and Language
1.2.1 Content Levels
1.2.2 Citation
1.2.3 References
1.2.4 Approved Documents
1.2.5 Language
1.3 Facilities Manual Revision, Maintenance, and Reproduction
1.3.1 Distribution
1.3.2 Updates
Chapter 2: Facilities Manual Executive Summary
Chapter 3: University Governance and Organization
3.1 University Governance
3.1.1 The Regents
3.1.2 The President
3.2 University Facilities
3.2.1 Campuses
3.2.2 Government Laboratory
3.2.3 Division of Agriculture and Natural Resources
3.2.4 Other Administrative Units
3.2.5 Affiliated Units
3.3 Preparation of Regents’ Materials
Chapter 4: Delegations and Limitations of Authority
4.1 Basic Authority
4.2 Delegated Authority
4.3 Delegations of Authority Table
Chapter 5: University Policies
5.1 Text of Referenced Policies
Chapter 6: State Laws
6.1 State Laws Applicable to University Construction Contracting
Chapter 7: Project Quality Management Program
7.1 Program Goals
7.1.1 Project Team Members
7.2 Program Scope
7.3 Program Requirements and Procedures
7.4 Teamwork
7.4.1 Partnering
7.5 Program Resources
7.6 Evaluation by the Project Team
Volume 2: Planning
Introduction and Summary
Chapter 1: Academic and Strategic Planning
1.1 Academic and Strategic Planning
1.1.1 Five-Year Planning Perspectives
1.1.2 Design and Planning Issues
Chapter 2: Long Range Development Plans
2.1 LRDP
2.1.1 LRDP Organization
2.1.2 LRDP Elements
2.1.3 Environmental Impact Report
2.1.4 LRDP Approval and Amendment Process
Chapter 3: Physical Design Framework (PhDF)
3.1 PhDF
3.1.1 Typical Elements of a PHDF
3.1.2 PhDF Approval and Amendment Process
Chapter 4: Capital Financial Plan
4.1 CFP
4.1.1 Typical Elements of a CFP
4.1.2 CFP Approval and Amendment Process
Chapter 5: Environmental Issues and CEQA Compliance
5.1 California Environmental Quality Act (CEQA) Compliance
5.2 Environmental Impact Classification Form
5.3 Environmental Health and Safety Liaison
5.4 Fire Marshal and Fire and Life Safety Issues
Chapter 6: Pre-Design Phase
6.1 Pre-Design
6.2 Site Analysis
6.2.1 Geotechnical Reports
6.2.2 Hydrology Studies
6.2.3 Land Surveys
6.3 Existing Building Analysis
6.4 Surveys of Existing Hazardous Materials (Due Diligence)
6.5 Data Compilation
6.5.1 Site Analysis Report
6.5.2 Site Analysis Drawings
6.5.3 Comparative Site Analysis
6.6 Programming
6.6.1 Programming Objectives
6.6.2 The Project Program
6.7 Construction Costs
6.7.1 Sources of Cost Information
6.7.2 Methods of Estimating Costs
6.7.3 Contingencies
6.7.4 Preparing the Construction Cost Estimate
6.7.5 Cost Indexing
6.7.6 Donation Guidelines
Chapter 7: Capital Planning & Real Estate Approvals
7.1 Capital Project Budget Approvals
7.2 Capital Project Design Approvals
7.3 Capital Project Budget Augmentations and Scope Changes
7.3.1 Authority and Transaction Requirements
7.3.2 Scope Changes and Implementing Work Changes
7.4 Guidelines for Minor Amendments to PhDF
7.4.1 Amendments
7.4.2 Process for Approval of Changes
7.4.3 PhDFs are not "Projects" as Defined by CEQA
7.5 Certification Checklist Directions
7.5.1 Certification Checklist Eligibility
7.5.2 Submittal Requirements
7.5.3 Process
7.5.4 General Order of Actions for the Delegated Process
7.6 Reporting for Capital Projects
7.6.1 Requirements
7.7 Authorization for Acquisitions, Dispositions, or Ground Lease of Real Property
7.8 Requirements to Lease, License, and Granting Easements or Rights-of-Way Under Delegated Authority
7.8.1 Leases
7.8.2 Licenses
7.8.3 Easements and Rights-of-Way
7.8.3 Ancillary Documents, Amendments, and Other Modifications
7.8.4 Reporting Requirements
7.8.5 Forms
7.8.6 Process for Legal Review
7.8.7 Descriptions of Lease, License, and Easement
7.8.8 Further Delegation of Authority
7.9 Reimbursement Agreements and Stipend Agreements Ancillary to Real Property Transactions
7.9.1 Authority
7.9.2 Description of Reimbursement and Stipend Agreements
Volume 3: Design, Design Documents, Instruction, Models
Chapter 1: Project Design Phases
1.1 Predesign Phases
1.1.1 Design Professional Services
1.1.2 Project Program
1.1.3 Review of Conceptual Design
1.1.4 Preliminary Evaluation
1.2 Schematic Design
1.2.1 Environmental Documents
1.2.2 Value Engineering
1.3 Design Development
1.3.1 Value Engineering
1.3.2 Design Development Documents and the Effective Code Date
1.4 Construction Documents
Chapter 2: Consultant Selection
2.1 University Guidelines of Equal Opportunity in Contracting
2.2 Procedures for Consultant Selection
2.2.1 Advertising
2.2.2 Applicant Pool
2.2.3 Screening Committee
2.2.4 Screening Process
2.2.5 Selection Committee
2.2.6 Selection Process
2.2.7 Conflict of Interest
2.2.8 Avoiding Follow-On Contracts
2.2.9 Sheltered SBE/DVBE Pool For Executive Design Professionals Under $100,000
2.3 Contract Negotiations and Appointments
2.4 Consultant Insurance Requirements
2.5 Agreement Execution
2.6 Project File Records
2.7 Consultant Services Not Covered by PCC 10510.4 - 10510.9
2.8 Design Professional Appointment Procedures
2.9 Authority to Appoint Executive Design Professionals
2.10 Submitting a Request for an Executive Design Professional Appointment
Chapter 3: Design Professional Agreements
3.1 Preapproved Agreements
3.2 Modifying Pre-Approved Agreements
3.3 Cover Sheets and Instructions
3.4 General Preparation Instructions
3.5 Executive Design Professional Agreement
3.5.1 Terms in the Executive Design Professional Agreement
3.6 Management Agreement
3.7 Professional Services Agreement
Chapter 4: Code and Regulatory Compliance
4.1 Code Compliance and Administration
4.1.1 Certified Building Official (CBO)
4.1.2 Designated Campus Fire Marshal (DCFM)
4.1.4 Occupancy and Ancillary Documents
4.2 State Codes, Regulations, and Agencies
4.2.1 Effective Code Date
4.2.2 California Code of Regulations
4.2.3 California Building Code
4.2.4 California Energy Code
4.2.5 Energy Code Updates – Solar and Storage Requirements for New Buildings
4.2.6 Division of State Architect, Access Compliance
4.2.7 Department of Health Care Access and Information (HCAI)
4.2.8 California Coastal Commission
4.2.9 Division of Industrial Safety and Health, Elevator Unit
4.2.10 Department of General Services
4.3 Local Jurisdictions
4.3.1 Air Quality Management Districts
4.3.2 Storm Water Programs
4.4 Federal Regulations
4.4.1 Americans with Disabilities Act
4.4.2 Clean Air Act
4.4.3 Clean Water Act
4.4.4 Hazardous Waste Laws
Chapter 5: Design Reviews and Approval
5.1 Independent Design and Cost Review
5.1.1 Independent Reviewer Selection
5.1.2 Design Review Format
5.1.3 Cost Review Requirements
5.2 Environmental Review and Documentation
5.3 Seismic Safety and Review
5.3.1 Seismic Safety Policy
5.3.2 Seismic Safety Program
5.4 Site Approval
5.5 Design Approval Authority
5.6 Regents’ Design Approval
5.6.1 Guidelines for Preparing and Submitting Regents' Action Items
5.6.2 Environmental Documentation
5.6.3 Procedures for Submitting Environmental Documents
5.7 UCOP and Regents’ Presentation
5.7.1 Preparation
5.7.2 UCOP Design Review Meeting
5.7.3 Meeting of the Regents' Finance and Capital Strategies Committee
5.8 Executive Vice President Design Approval
5.8.1 Guidelines for Preparing and Submitting Presidential Action Items
5.8.2 Environmental Documentation
5.9 UC Sustainability Requirements
5.9.1 Policy on Sustainable Practices
Chapter 6: Project Records
6.1 Record Retention
6.1.1 Project File Contents
Volume 4: Construction Contracting
Chapter 1: Construction Contracting
1.1 Required Modes of Contracting
1.1.1 Complete Plans and Specifications Contracting Mode
1.1.2 Design Build Mode
1.1.3 Construction Manager Mode
1.1.4 Cost-Plus-Fee Mode
1.1.5 Other Contracting Modes
1.2 Types of Construction Contracts
1.2.1 The Single Contract and Multiple Prime Contracts
1.3 Types of Construction Documents
1.3.1 Long Form
1.3.2 Brief Form
1.3.3 Informal Form
1.3.4 Mini Form
1.3.5 Design-Build Form
1.3.6 Progressive Design-Build Form
1.3.7 CM at Risk Form
1.3.8 Multiple Prime Form
1.3.9 Job Order Contract (JOC)
1.3.10 Brief Design-Build
1.4 Construction Team
1.4.1 University
1.4.2 Contractor
1.4.3 University's Representative
1.4.4 Design Professional
1.4.5 Construction Manager
1.4.6 Project Manager
1.5 Methods of Determining, Stating, and Paying the Contract Sum
1.5.1 Lump Sum Method
1.5.2 Cost-Plus-Fee Method
1.5.3 Unit Prices Method
Chapter 2: Construction Document Organization
2.1 Construction Document Format
2.2 Core Documents and Non-Core Documents
2.3 Contract Documents
Chapter 3: Selecting the Type of Construction Documents
3.1 Estimated Contract Sum
3.1.1 General Dollar Limitations
3.1.2 Lowest Informal Bid Exceeds $640,000
3.1.3 Federally Funded Projects
3.1.4 Equipment Purchase and Installation
3.2 Contractor Selection
Chapter 4: Preparing Individual Construction Documents
4.1 Cover Sheets and Instructions
4.2 General Preparation Instructions
4.2.1 Digital Signatures and Notarization
4.3 Introductory Pages
4.3.1 Cover Page
4.3.2 Certification
4.3.3 Table of Contents
4.4 Bid Solicitation
4.4.1 Request for Bid
4.4.2 Advertisement for Bids
4.4.3 Project Directory
4.5 Bidding Requirements
4.5.1 Instructions to Bidders
4.5.2 Supplementary Instructions to Bidders
4.5.3 Information Available to Bidders
4.5.4 Bid Form
4.5.5 Bid Bond
4.6 Contract Documents
4.6.1 Agreement
4.6.2 General Conditions
4.6.3 Supplementary Conditions
4.6.4 Exhibits
4.6.5 Specifications
4.6.6 List of Drawings
4.6.7 Drawings
4.6.8 Addenda
4.6.9 Notice to Proceed
4.6.10 Change Order
4.6.11 Field Order
4.6.12 Notice of Completion
Chapter 5: Modifying the Construction Documents
5.1 Updates to the Construction Documents
5.1.1 Interim Improvements Made by Letter
5.2 Document Changes Related to Contracting Mode
5.2.1 Using Complete Plans and Specifications Mode
5.2.2 Modifications for the Design-and-Build Mode
5.2.3 Modifications for the Construction Manager Mode
5.2.4 Modifications for the Cost-Plus-Fee Mode
5.2.5 Modifications for Other Contracting Modes
5.3 Special Project Applications
5.3.1 Federally Funded Projects
5.4 Special Project Circumstances
5.4.1 Allowances
5.4.2 Alternates
5.4.3 Asbestos Abatement
5.4.4 Assignments
5.4.5 Bidder Prequalification
5.4.6 Bidder Qualification
5.4.7 Code Requirements, Optional
5.4.8 Early Completion Bonus
5.4.9 Construction Sequence
5.4.10 Contractor's Statement of Experience and Financial Condition
5.4.11 Hospital Projects
5.4.12 Incremental Funding of Single Lump-Sum Contracts
5.4.13 Irrevocable Bid Period, Changing
5.4.14 Daily Rate of Compensation for Compensable Delays
5.4.15 Phased Construction and Multiple Liquidated Damages
5.4.16 Separate Bids and Combined Bids
5.4.17 Separate Contracts
5.4.18 Soil and Subsurface Conditions
5.4.19 Soils Engineer
5.4.20 Specialty Contractors
5.4.21 Trenching and Excavating
5.4.22 Unit Prices
5.4.23 University Controlled Insurance Program (UCIP)
5.4.24 Use of Common Site
5.4.25 Volunteer Labor
Chapter 6: Construction Documents Review Procedures
6.1 University Reviews
6.1.1 Facility Reviews
6.1.2 UCOP and UCL
6.2 External Reviews
6.2.1 Division of the State Architect - Access Compliance
6.2.2 Office of the State Fire Marshal
6.2.3 Department of Health Care Access and Information (HCAI)
6.2.4 Coastal Commission
6.2.5 Air Quality Management Districts
6.2.6 Federal Agencies
Chapter 7: Project Quality Management Program
7.1 Program Goals
7.1.1 Project Team Members
7.2 Program Scope
7.3 Program Requirements and Procedures
7.4 Teamwork
7.4.1 Partnering
7.5 Program Resources
7.6 Evaluation by the Project Team
Volume 5: Bidding and Construction Administration
Chapter 1: Methods of Contractor Selection
1.1 Competitive Bidding
1.1.1 Formal vs. Informal Competitive Bidding
1.1.2 Federally Funded Projects
1.2 Informal Competitive Bidding Procedures
1.2.1 Sheltered SBE/DVBE Informal and Negotiated Bidding Pool
1.3 Negotiated Contracting
1.4 Duration of the Bidding Period
1.5 Equal Opportunity Policy
1.5.1 Outreach
1.5.2 Certification
1.5.3 Statistical Records
1.6 Best Value Contractor Selection
1.6.1 Best Value Bidder Selection Process
1.6.2 Required Guidelines for Evaluation of Bidder Qualifications
1.6.3 Procedures for Evaluation of Bidder Qualifications
Chapter 2: Bidding Documents
2.1 Bidding Document Types
2.2 Bidding Document Review
Chapter 3: Preparing to Solicit Bids
3.1 Conditions Prerequisite to Bidding
3.2 Availability of Funds
3.2.1 State-Funded Projects
3.2.2 Non-State-Funded Projects
3.3 Concurrent Approval by Funding Agency
3.3.1 State-Funded Projects
3.3.2 Lease-Revenue Bond-Funded Projects
3.4 Project File Maintenance
3.5 Compliance with State and Federal Law or Regulation
3.5.1 American Recovery and Reinvestment Act of 2009 (ARRA)
3.5.2 Prevailing Wage Determination Date
Chapter 4: Determining Bidder Responsibility
4.1 Responsibility: Origin and Policy
4.2 Standard Bidding Document Requirements
4.3 Prequalification
4.3.1 Prequalification Guidelines
4.3.2 Contractor Prequalification Procedures
4.3.3 Subcontractor Prequalification Procedures
4.4 Qualification
4.4.1 Qualification Guidelines
4.4.2 Qualification Procedures
4.5 Disqualification
4.5.1 Disqualification Guidelines
4.5.2 Disqualification Procedures
Chapter 5: Soliciting Bids
5.1 Soliciting Formal Competitive Bids
5.1.1 Advertising for Bids
5.1.2 Issuing Bidding Documents
5.1.3 Pre-Bid Conference
5.1.4 Modification or Withdrawal of Bids Before the Bid Deadline
5.1.5 Establishment of Procedure for Selection of Alternates
5.2 Soliciting Informal Competitive Bids
5.2.1 Withdrawal of Bids Before the Bid Deadline
5.3 Addenda
Chapter 6: Receiving and Opening Bids
6.1 Bid Deadline
6.2 Receiving Formal Competitive Bids
6.2.1 Bid Submittal Requirements
6.2.2 Facility Procedures
6.2.3 Modification or Withdrawal of Bids After the Bid Deadline
6.3 Opening Formal Competitive Bids
6.3.1 Facility Procedures
6.4 Receiving Informal Competitive Bids
6.4.1 Bid Submittal Requirements
6.4.2 Facility Procedures
6.4.3 Withdrawal of Bids After the Bid Deadline
6.5 Opening Informal Competitive Bids
6.5.1 Facility Procedures
Chapter 7: Reviewing and Evaluating Bids
7.1 Responsive and Nonresponsive Bids
7.1.1 Bid Irregularities
7.2 Bid Protests
7.3 Evaluating Bids
7.3.1 Preparing the Bid Summary
7.3.2 Alternates
7.3.3 Separate Bids and Combined Bids
7.4 Determining the Lowest Responsible Bidder
7.5 Rejection of All Bids
Chapter 8: Executing and Awarding the Contract
8.1 Conditions Prerequisite to Contract Execution and Award
8.2 Concurrent Approval of Award by Funding Agency
8.2.1 State-Funded Projects
8.2.2 Projects Under Department of Energy Contracts
8.2.3 Federally or Non-State-Funded Projects
8.3 Funding of Related Construction or Equipment
8.4 Notifying the Lowest Responsible Bidder
8.4.1 Forfeiture of Bid Bond
8.5 Required Bidder Submittals
8.5.1 Performance and Payment Bonds
8.5.2 Certificates of Insurance
8.5.3 Contractor's Statement of Experience and Financial Condition
8.6 Executing the Contract
8.6.1 Corporate Seal and Attest
8.6.2 Digital Signatures
8.7 Awarding the Contract
8.7.1 Document Maintenance Upon Award
8.7.2 Custody of Construction Documents
8.7.3 Reporting the Award to UCOP
8.8 Early Start of Construction
8.9 Notice to Proceed
8.10 Recording the Contract Documents
Chapter 9: Bid Protests
9.1 Bid Protests
9.1.1 Filing a Bid Protest
9.1.2 Facility Review of the Protest
9.1.3 Construction Review Board Appeal
Chapter 10: Contractor Substitution During the Bidding Period
10.1 Substitution of Subcontractors During the Bidding Period
10.1.1 Procedures Applicable to Substitution for Clerical Error
10.1.2 Consent Does Not Change the Contract
Chapter 11: Contract Administration
11.1 Contract Administration Responsibility and Policy
11.1.1 The University and the University's Representative
11.1.2 Facility Responsibilities
11.1.3 Keeping a Project File
11.1.4 Administration of Projects Funded by Federal Grants
11.2 Preconstruction Conference (Kick-Off)
11.3 Submittals
11.3.1 Schedules
11.3.2 Shop Drawings
11.3.3 Product Data and Samples
11.3.4 Test Reports
11.3.5 Requests for Substitution of Materials and Equipment
11.3.6 Buy Clean California (BCCA) Submittal Requirements: Environmental Product Declarations (EPDs) and Product Category Rules (PCRs)
11.4 Assignments
11.5 Substitution of Subcontractors After Contract Award
11.5.1 Authorized Grounds for Consenting to a Contractor's Request for Substitution
11.5.2 Procedures for Substitution Requests on Grounds Other Than a Clerical Error
11.5.3 Consent Does Not Change the Contract
11.5.4 Failure to Specify a Subcontractor
11.5.5 Penalty for Violating Fair Practices Act Provisions
11.6 Insurance and Bonds
11.6.1 Payment Bond
11.6.2 Performance Bond
11.6.3 Liability Insurance
11.6.4 Builder's Risk Insurance and Loss Reporting
Chapter 12: Field Administration
12.1 Field Observation
12.2 Inspection Policy and Responsibility
Pros and Cons of Inspection Responsibility Combinations
12.2.1 Allocating Inspection Responsibility
12.2.2 Basic Inspection Staff
12.2.3 Geotechnical Engineering and Inspection
12.2.4 Hospital Safety Standards and Inspection
12.3 Testing
12.4 Surveying
12.5 Project Progress Meetings
12.6 Responsibility for Safety
Chapter 13: Contract Modifications
13.1 Field Orders
13.1.1 Payment for Work Directed by a Field Order
13.2 Change Orders
13.2.1 Cost Proposals
13.2.2 Change Order Execution
13.2.3 Change Orders and the Notice of Completion
13.2.4 Contractor Disapproval of Change Orders
13.2.5 Substantial Changes to the Work After Contract Award
13.2.6 Guidelines for Substantial Change Orders
13.2.7 Change Orders Changing the Scope of Work
13.2.8 Change Orders for Post-Award Alternates
13.2.9 Authority Needed to Negotiate and Execute Change Orders
13.2.10 Project Contingency Use
13.3 Modification of Contractual Conditions
13.4 Time Extensions Resulting From Delays
13.4.1 Guidelines For Granting Time Extensions Resulting from Delays
13.5 Time Extensions Resulting from Factors Other Than Delays
Chapter 14: Project Monitoring
14.1 Monitoring the Contract Schedule
14.2 Wage Guidelines and Statutory Requirements
14.2.1 Prevailing Wage Rates and Fair Wage
14.2.2 Payroll Records
14.2.3 Employment of Apprentices
14.3 Hospital Requirements
14.3.1 HCAI Requirements
14.3.2 Special Additional Hospital Requirements
14.4 Risk Monitoring
Chapter 15: Contractor Payments
15.1 Cost Breakdown
15.2 Progress Payments
15.3 Application for Payment
15.4 Certificate for Payment
15.5 Retention
15.5.1 Normal Retention
15.5.2 Securities In Lieu of Retention and Deposit of Retention Into Escrow
15.5.3 Release of Retention
15.6 Liquidated Damages
Chapter 16: Claims Resolution
16.1 Contractor Claims
16.2 Conditions for Making a Claim
16.2.1 Change Order Requests
16.3 Negotiation
16.3.1 Decision on Claims
16.4 Mediation
16.5 Litigation
Chapter 17: Beneficial Occupancy and Substantial Completion
17.1 Taking Beneficial Occupancy
17.2 Determining Substantial Completion
17.3 Ending Builder’s Risk Insurance
17.4 Reducing Liquidated Damages After Substantial Completion
Chapter 18: Contract Closeout
18.1 As-Built and Record Documents
18.2 Operating and Maintenance Data
18.3 Guarantees
18.3.1 Special Guarantees
18.4 Final Completion
18.5 Notice of Completion
18.6 Final Payment and Release of Retention
18.7 Stop Payment Notices
Chapter 19: Project Closeout
19.1 Final Budget
19.2 Closeout of Projects Funded by Federal Grants
19.3 Correction of Defective Work
19.3.1 Patent and Latent Defects
19.3.2 Reporting Defects and Deficiencies
19.3.3 Personal Injury Caused by Inadequate Design or Poor Construction
19.3.4 Post Construction Meeting
Chapter 20: Project Quality Management Program
20.1 Program Goals
20.1.1 Project Team Members
20.2 Program Scope
20.3 Program Requirements and Procedures
20.4 Teamwork
20.4.1 Partnering
20.5 Program Resources
20.6 Evaluation by the Project Team
Volume 6: Plant Operations and Maintenance
Chapter 1: Plant Operations and Maintenance
1.1 OMP Program Goals
1.1.1 Environmental Health and Safety References
1.1.2 Health Care Accreditation Requirements
1.2 Operation
1.2.1 Services
1.3 Construction
1.4 Project
1.5 Infrastructure
1.6 Maintenance
1.7 Types of Maintenance
1.7.1 Predictive or Planned Maintenance
1.7.2 Preventive Maintenance
1.7.3 Unplanned or Reactive Maintenance
1.7.4 Emergency Maintenance
1.8 Repair
1.9 Emergency Repair
1.10 Exceptions to Competitive Bidding
1.10.1 Specialized Equipment
1.10.2 Projects under $50,000
1.11 Design Services
Chapter 2: Restoration and Renewal Program
2.1 Facility Audit and Inspection Program
2.1.1 Facility Inspection and Project Identification
2.1.2 Prioritization
2.1.3 Further Project Categorization
2.1.4 Restoration or Capital Renewal Projects
2.1.5 Integrated capital asset management program (ICAMP)
2.1.6 Data Governance
2.1.7 Corporate Equipment, Facilities, and Assets System (EFA)
2.2 Restoration and Renewal Funding Sources
2.2.1 State Funds
2.2.2 Non-State Funds
2.3 Restoration and Renewal Lists
2.4 Reports of Defects and Deficiencies
2.4.1 Guidelines for Reporting Defects and Deficiencies
2.4.2 Preventing Building Deficiencies
Chapter 3: Energy and Water Conservation and Management
3.1 Sustainability Conservation Standards and Guidelines
3.1.1 Operational Guidelines
3.2 Alternate Fuel Provision
3.2.1 Campus Contingency Planning
3.2.2 Hospital Facilities Requirements
3.3 Utility Regulatory Agencies
3.3.1 California Public Utilities Commission (CPUC)
3.3.2 OMP Workload Categories
Chapter 4: Plant Administration
4.1 Emergency Management Program
4.2 Standardized Emergency Management System (SEMS)
4.3 Facility Mutual Assistance
4.4 Post-Earthquake Response
4.5 Emergency Preparedness and Evacuation Checklist
Glossary
Templates
Design Contract Templates
1. Balcony Bill PSA
2. Construction Management Agreement
3. Executive Design Professional Agreement (EDPA)
4. EDPA Blanket Agreement
5. EDPA for CM at Risk Delivery
6. EDPA Lite with Any Delivery Method
7. Master Architect Agreement for Design-Build Delivery
8. Professional Services Agreement
Construction Contract Templates
1. 179D/Inflation Reduction Act (IRA) Funding
2. Best Value Contractor Selection
3. Brief Design Build Contract Templates
4. Brief Form Contract Templates
5. CM at Risk Contract Templates
6. Design Build Contract Templates
7. Energy Savings Brief Design Build Contract Templates
8. Informal Form Contract Templates
9. Job Order Contracting (JOC) Contract Templates
10. Long Form Contract Templates
11. Mini Form Contract Templates
12. Multiple Prime Contract Templates
13. Prequalification
14. Progressive Design Build Contract Templates
15. Insurance and University Controlled Insurance Program (UCIP)
Resources
