Contracts and Forms for Design Professionals

Procurement Forms and Documents

1. 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).
2. 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).
   Note: To open this PDF using Adobe Reader or above, right click the link and select "Save link as..." if using Chrome or "Save target as..." if using Internet Explorer. This will let you download the form and open it using your Adobe application.
3. Request for Professional Services Qualifications (QBS): Standard document that is used for advertisement on the Illinois Public Higher Education Procurement Bulletin website.
4. Request for Professional Services Qualifications (QBS) — CDB Only
5. Request for Professional Services Qualifications (QBS) — Artistic and Professional Services
6. Electronic File Naming Convention: Required for all documents being submitted to the University in PDF format.
7. File Naming Conventions: Learn How to Name a File.
8. Subvendor Documentation: PRZM Submission Process Job Aid.
9. Capital Development Board's 330 form can be found here and here.
10. CPO Financial Disclosure Affidavit: CPO form that can be used in place of Form A or Form B when one of those forms were already vetted and approved, including potential conflict of interest(s) if any, from a prior contract with the University of Illinois within a year from the Illinois Procurement Bulletin award posting.

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. Professional Services Retainer Renewal
5. EPC Energy Audit Agreement
6. EPC Energy Services Agreement
7. EPC RFP Phase II

Interactive Forms

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

Specifications - Standard Front End Documents
(CSI MasterFormat 2004)

1. Capital Front End Documents (Single)
2. Capital Front End Documents (Multiple)
3. 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
4. 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

Single Prime

• Agreement
• Invitation for Single Prime Construction Bid
• Front End Documents
• Notice of Award of Contract/Notice to Proceed Construction
• Notice of Award of Contract
• Notice of Intent to Award Contract
• Notice to Proceed