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Capital Programs and Real Estate Services Resource Manual

Index
  1. History of Capital Programs and Real Estate Services

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  2. Organizational Charts
    1.    Campus Construction and Physical Plant Web Sites
      1. Chicago (UIC) Campus
         • Capital Programs
         • Facilities Management
      2. Springfield (UIS) Campus
         • Physical Planning and Operations
      3. Urbana-Champaign (UIUC) Campus
         • Facilities and Services

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  3. Responsibilities
    1. University Office of Capital Programs and Real Estate Services   » PDF «
    2. University Capital Project Delivery   » PDF «

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  4. Laws And Rules
    1. University Business and Financial Policies and Procedures
    2. Illinois Higher Board of Education Rules
    3. Illinois Procurement Code
    4. Illinois Architectural, Engineering, and Land Surveying Qualifications Based Selection Act
      1. Illinois Architecture Practice Act of 1989
         • IL Dept. of Prof. Reg. Architect Information
      2. Illinois Landscape Architecture Act of 1989
         • IL Dept. of Prof. Reg. Landscape Architect Information
      3. Illinois Professional Engineering Practice Act of 1989
         • IL Dept. of Prof. Reg. Professional Engineer Information
      4. Illinois Professional Land Surveyor Act of 1989
         • IL Dept. of Prof. Reg. Land Surveyor Information
    5. Illinois Human Rights Act
    6. Federal Executive Order 11246
      1. Contractor Requirements under Fed. Exec. Order 11246

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  5. Policies and Procedures
    1. Capital Professional Services Consultant (PSC) Error and Omission Policy
    2. Brand Name Policy (w/attachment)   » PDF «
    3. Qualifications Based Selection (QBS) Policy
      (w/attachments)   » PDF «
    4. Retainer Contract Policy (w/attachment)   » PDF «
    5. Change Order and Amendment Policy (w/attachment)   » PDF «
    6. Capital Development Board (CDB) Equipment Purchase Procedure   » PDF «
    7. Equal Employment Opportunity Compliance Procedures (w/attachments)   » PDF «
    8. Capitalization and Componentization Procedure   » PDF «
    9. Capital Professional Services Scope and Fee Negotiation Policy   » PDF «

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  6. Project Management Systems
    1. PRZM™ Overview   » PDF «
    2. FAMIS/FCPWeb Overview

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  7. Capital Project Funding
    1. Funding Options
    2. Capital Program
    3. Source and Use of Funds - Local
    4. Source and Use of Funds - State
    5. Capital History by Fund Source

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  8. Capital Procurement
    1. Public Notice of Construction-Related
      Professional Services         » RTF «
    2. Advertisement for Bids   » RTF «
    3. Notice of Contract for Professional Services   » RTF «
    4. Notice of Contract Award   » RTF «
    5. Change Order/Amendments over $50,000   » RTF «

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  9. Facilities Delivery Process
    1. Initiation
    2. Conceptualization
    3. Professional Services (A/E) Selection
    4. Design
    5. Bid Award
    6. Construction
    7. Warranty

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  10. Contract Document System
    » Since University personnel and Professional Services Consultants are to generate new contract documents for the University of Illinois using the Contract Document System (CDS), the document links below are for reference only. Electronic forms contained in Section H however, can be used for processing associated construction phase work for projects not using PRZM. CDS is accessed through the PRZM™ web site. «
    1. Professional Services Agreement
       • PSA Attachment A B C D (Summary) E
       • PSA Attachment D (MAFBE Certification)
    2. Document §100 - Notice to Bidders
       • Single Contract Set
       • Multiple Contract Set
    3. Document §200 - General Instructions to Bidders
    4. Document §250 - Prequalification Statement
    5. Document §300 - Proposal
       • Single Contract Set
       • Multiple Contract Set
    6. Document §700 - General Conditions
    7. Document §810 - Standard Contract Execution Forms
       • Single Contract Set
       • Multiple Contract Set
    8. Document §820 - Standard Contract Administration

      9. » All documents are property of the University of Illinois and may not be modified. Improper use or alteration of any document shall be considered a material breach of the Agreement with the University of Illinois and may result in civil or criminal liability.

      READ ME FIRST - Electronic Forms Explanation   » DOC «

      Forms for Single (Unassigned) Contracts
       • Cover   » PDF «
       • Schedule of Values   » XLS «
       • MAFBE Subcontractor/Vendor/Supplier Certification   » DOC «
       • Payment Application (Part I)   » PDF «
       • Contractor's Payment Application (Part II)
      Schedule of Work: Overall & MAFBE Summaries         » XLS «
       • Contractor's Payment Application (Part III)   » DOC «
       • Employee Utilization (Part IV)   » DOC «
       • Change Order Unassigned   » PDF «
       • Emergency Work Authorization / Field Directive   » PDF «
       • Contractor's Affidavit for Reduction in Retainage   » PDF «
       • Contractor's Affidavit for Final Payment   » PDF «
       • Contractor's Final Release and Waiver of Lien   » PDF «
       • Final Release and Waiver of Lien for Subcontractors/Vendors/Suppliers   » PDF «
       • Certificate of Substantial Completion   » PDF «
       • Request for Proposal Breakdown Summary   » PDF «
       • Professional Services Billing Form   » XLS «
       • [All forms for single (unassigned) contracts]   » ZIP «

      Forms for Multiple (Assigned) Contracts
       • Cover   » PDF «
       • Schedule of Values   » XLS «
       • MAFBE Subcontractor/Vendor/Supplier Certification   » DOC «
       • Payment Application (Part I)   » PDF «
       • Assigned Subcontractor's Payment Application (Part II)
      Schedule of Work: Overall & MAFBE Summaries         » XLS «
       • Contractor's Payment Application (Part III)   » DOC «
       • Employee Utilization (Part IV)   » DOC «
       • Construction Contract Change Order
         (Assigned Subcontractor(s))         » PDF «
       • Construction Contract Change Order
         (Contractor with Assigned Subcontractor(s))         » PDF «
       • Emergency Work Authorization / Field Directive   » PDF «
       • Contractor's Affidavit for Reduction in Retainage   » PDF «
       • Contractor's Affidavit for Final Payment   » PDF «
       • Contractor's Final Release and Waiver of Lien   » PDF «
       • Final Release and Waiver of Lien for Subcontractors/Vendors/Suppliers   » PDF «
       • Certificate of Substantial Completion   » PDF «
       • Request for Proposal Breakdown Summary   » PDF «
       • Professional Services Billing Form   » XLS «
       • [All forms for multiple (assigned) contracts]   » ZIP «
    9. Document §830 - Annual Prequalification Statement
    10. Document §900 - Addenda and Modifications

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  11. Capital Forms
    1. Project Data Summary (PDS)   » RTF «
    2. Project Budget   » RTF «
    3. Project Approval Request   » RTF «
    4. Budget Increase Approval Request   » RTF «
    5. Professional Services Approval Request   » RTF «

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  12. Campus Master Planning Process
    1. Definition
    2. Principles and Why New Space is Typically Needed
    3. Historic New Building Growth
    4. Planning Process Flow Chart
    5. UIC Campus Master Plan
    6. UIC Campus Design Guidelines   » under development «

    7. UIS Campus Master Plan
    8. UIS Campus Design Guidelines   » PDF «
    9. UIUC Campus Master Plan
    10. UIUC Campus Design Guidelines   » PDF «
    11. Site Selection Process Manual   » PDF «
    12. Safety and Image Importance

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  13. Board of Trustees
    1. Web Site
    2. Board of Trustees Overview   » PDF «
    3. Buildings & Grounds Committee Overview   » PDF «
    4. Capital Approval Process   » PDF «
    5. Capital Delegated Authority Levels   » PDF «
    6. Consultants Guide for Capital Projects Requiring
      Board of Trustees Design Approval         » PDF «
    7. Professional Services Consulting at the University of Illinois   » PDF «
    8. Current Capital Projects Status Report   » XLS «

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  14. Capital Development Board
    1. Background and Roles   » PDF «
    2. CDB Web Site

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Preface

Application and Purpose

The policies, rules, regulations, procedures, and processes contained in this “Capital Programs and Real Estate Services Resource Manual” apply to all employees involved with the delivery of capital projects at the University of Illinois. The purpose is to provide uniform, easily accessible guidelines for the management of capital projects. Questions, interpretation, or application for which answers are not readily available should be directed to the University Office of Capital Programs and Real Estate Services.

The policies contained in this “Capital Programs and Real Estate Services Resource Manual” are supplemented by additional policies established by various University and campus units and communicated by handbooks, operation and information guides, and other University and campus publications. Such other publications may not change, modify, or be inconsistent with University-wide capital polices, rules, regulations, processes, and procedures, defined within this document.

Maintenance of the Manual

The University Office of Capital Programs and Real Estate Services is responsible for maintaining and updating this manual, which will be modified when new or revised materials are issued. Inquiries regarding revisions may be addressed to:

  • University of Illinois
  • Office of Capital Programs
  • and Real Estate Services
  • 807 S. Wright Street, Suite 340
  • Champaign, IL 61820
  • (217) 333-5688

© Copyright The Board of Trustees of
the University of Illinois. All Rights Reserved.

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