UC Facilities Manual
CM at Risk Contract Templates
Used to Contract for Construction Management and Construction Services
The CM at Risk contract templates listed below can be used by the University to contract with a firm that provides construction management services during design and bidding, and assumes responsibility for the construction phase with competitive bidding amongst the sub-contractors.
The following documents are approved by the Office of the President and Office of the General Counsel for use by the Facility. A facility may place its logo on the Cover page. Each template document starts with a cover sheet and set of instructions. These instructions are for the Facility only and should not be added to the Contract Documents when distributed to the Bidder or Contractor.
Documents identified as "core documents" shall not be modified by the Facility. Any revisions to these templates are made and issued by the Office of the President.
Table of ContentsAdvertisement for CM/Contractor Prequalification
Level 1 Prequalification Questionnaire
Level 1 Prequalification Analysis
Level 2 Interview Requirements
Level 2 Scoring Evaluation
------------------------------------------------
CertificationAdvertisement for Bids
Announcement to Level 2 Prequalified Bidders
Project Directory
Instructions to Bidders - Core Document
Supplementary Instructions to Bidders
Information Available to Bidders
Bid Form
Bid Bond Version A
Bid Bond Version B
------------------------------------------------
Agreement
General Conditions - Core Document
Supplementary Conditions
------------------------------------------------
Executive Design Professional Agreement for CM At-Risk DeliveryCertificate of Insurance
Payment Bond
Performance Bond
Application For Payment
Selection of Retention Options
Escrow Agreement for Deposit of Securities In Lieu of Retention and Deposit of Retention
Submittal Schedule
Cost Proposal
Field Order
Change Order/Contract Amendment
Conditional Waiver and Release Upon Progress Payment
Unconditional Waiver and Release Upon Progress Payment
Summary of Builder's Risk Insurance Policy (pdf)
Bid Package Certification
Notice of Intent
Key Personnel Schedule
Scope of Work
CM/Contractor Provided General Conditions to Subcontractors
Letter of Bid Package Review
Bid Protest Procedures
Project Schedule
Confirmation of Certification
CM/Contractor's Expanded list of Subcontractors
Report of Subcontractor Information and Final Distribution of Dollars (fillable pdf)
Certificate of Substantial Completion
General Contractor Claim Certification
Subcontractor Claim Certification
Value Engineering Process
Conditional Waiver and Release Upon Final Payment
Unconditional Waiver and Release Upon Final Payment
Notice of CompletionCM Bid Package Templates
------------------------------------------------
Division 1 Specifications
List of Drawings
Revised September 1, 2017 (Change # FM 17-007-C)