Contracts and Forms

Procurement Forms and Documents

1. Certifications and Statutory Requirements form: Required to be submitted for all Professional Services Consultants and their subconsultants.
   • Review checklist for Certifications and Statutory Requirements form.
2. Financial Disclosures and Potential Conflicts of Interest form: Required to be submitted for all Professional Services Consultants and their subconsultants.
   • Review checklist for Financial Disclosures and Potential Conflicts of Interest form.
3. Form A: This form to be used by Vendors submitting Certifications and Financial Disclosures who are not registered in the Illinois Procurement Gateway. (If Form A or Form B are required in the Procurement Advertisement).
4. Form B: This form to be used by Vendors submitting Certifications and Financial Disclosures who are registered in the Illinois Procurement Gateway. (If Form A or Form B are required in the Procurement Advertisement).
5. Request for Professional Services Qualifications (QBS): Standard document that is used for advertisement on the Illinois Public Higher Education Procurement Bulletin website.
6. Request for Professional Services Qualifications (QBS) — CDB Only
7. Electronic File Naming Convention: Required for all documents being submitted to the University in PDF format.
8. File Naming Conventions: Learn How to Name a File.
9. Subvendor Documentation: PRZM Submission Process Job Aid.
10. Capital Development Board's SF 255 Form can be found here and here.
11. Capital Development Board's 330 form can be found here and here.

Sample Standard Contracts

1. Professional Services Agreement: Copy of the standard Professional Services Agreement where project specific information is entered into the document in UPSIDE. The terms and conditions for the agreement are typical for most projects.
2. Professional Services Small Project Agreement: Copy of the standard Professional Services Small Project Agreement where project specific information is entered into the document in UPSIDE. The terms and conditions for the agreement are typical for most projects.
3. Professional Services Retainer Agreement: Copy of the standard Professional Services Retainer Agreement where project specific information is entered into the document.
4. EPC Energy Audit Agreement
5. EPC Energy Services Agreement
6. EPC RFP Phase II

Interactive Forms

1. Capital FFE — FIF
2. Professional Services Agreement Attachment D (Page 2)
3. UPSIDE Input Worksheet

Specifications - Standard Front End Documents
(CSI MasterFormat 2004)

1. Section 00 10 00S – Notice to Bidders (Single Contract)
2. Section 00 10 00M – Notice to Bidders (Multiple Contract)
3. Section 00 20 00 – General Instructions to Bidders
4. Section 00 30 00 – General Diversity and Veteran Goal Participation Documentation
5. Section 00 40 00S – Proposal (Single Contract)
6. Section 00 40 00M – Proposal (Multiple Contract)
7. Section 00 46 00 – Prequalification Statement
8. Section 00 50 00S – Standard Contract Execution Forms (Single)
9. Section 00 50 00M – Standard Contract Execution Forms (Multiple)
10. Section 00 60 00S – Standard Contract Administration Forms (Single)
    [Forms in this section are interactive unless otherwise noted.]
    • Index to the Standard Contract Administration Forms
    • Contractor's Schedule of Values
    • Payment Application: Part IA – Payment Certificate for Contractor without Assigned Subcontractor
    • Contractor's Payment Application: Part II – Schedule of Work
    • Contractor's Payment Application: Part III – Affidavit and Partial Lien Waiver
    • Contractor's Payment Application: Part IV – Employee Utilization Report
    • Construction Contract Change Order for Contractor (no assignment)
    • Emergency Work Authorization (EWA) / Field Directive (FD)
    • Contractor's Affidavit for Reduction in Retainage
    • Contractor's Affidavit for Final Payment
    • Contractor's Final Release and Waiver of Lien
    • Final Release and Waiver of Lien for Subcontractors/Vendors/Suppliers
    • Certificate of Substantial Completion
    • Certificate of Partial Substantial Completion
    • Contractor/Subcontractor Request for Proposal Breakdown Summary
    • Professional Services Billing Form
11. Section 00 60 00M – Standard Contract Administration Forms (Multiple)
    [Forms in this section are interactive unless otherwise noted.]
    • Index to the Standard Contract Administration Forms
    • Contractor's Schedule of Values
    • Payment Application: Part I – Payment Certificate
    • Contractor's Payment Application: Part II – Schedule of Work
    • Contractor's Payment Application: Part III – Affidavit and Partial Lien Waiver
    • Contractor's Payment Application: Part IV – Employee Utilization Report
    • Construction Contract Change Order for Contractor (assignment)
    • Emergency Work Authorization (EWA) / Field Directive (FD)
    • Contractor's Affidavit for Reduction in Retainage
    • Contractor's Affidavit for Final Payment
    • Contractor's Final Release and Waiver of Lien
    • Final Release and Waiver of Lien for Subcontractors/Vendors/Suppliers
    • Certificate of Substantial Completion
    • Certificate of Partial Substantial Completion
    • Contractor/Subcontractor Request for Proposal Breakdown Summary
    • Professional Services Billing Form
12. Section 00 70 00 – General Conditions
13. Section 00 90 00 – Addenda and Modifications