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Your proposal needs to include the outlined information below. Please also note the list of items that must be excluded from your proposal, and review the agreement template. While some exceptions may be made, nearly all professional services must have this contract in place prior to issuance of a purchase order.

Proposals must include the following information

Title: “Proposal for Professional Services for XXX, ÍƼöÐÓ°ÉÔ­´´ Project #XX-XXXX”

This information should match the name of the project and project number from Facilities Services’ terms.

Date: MM/DD/YYYY

Description of Work: Please include the description provided by Facilities Services above.

Edit as necessary based on any discussions you have with the project manager.

University Design & Construction Standards: Proposal must acknowledge conformance with the University’s design and construction standards.

Scope or Basic Services, including the following:

• Cost estimating
• Bidding
• Deliveries (no extra charges for delivering drawings, etc)
• Meetings
  • Review meeting at the end of each included phase (SD, DD, CD)
  • Usually: job walk attendance
  • OAC Meetings (and how many)
  • Site visits (how many)
  • Submittals review
  • 1-year warranty walk (at 11 months post-construction)
  • Sometimes: attend Commissioning
• Other documents
  • Site visit reports (when, how many)
  • Final punch list
• Close out items
  • As-Built drawings, electronic
  • O&M manuals, electronic and hard copy
  • Warranties
  • Training on equipment/installations if needed
• Probable cost of construction (often supplied by Facilities Services)
• Reproducibles (number and format)
  • Kinds of drawings
  • Pre-Design Only: Pre-Design Summary Report

Cost:

• Separate line item for construction administration fees
• Basic services total cost

Schedule:

• Design schedule in "calendar days"
• Deliverables by Phase (e.g., schematic design drawings; four stamped copies for plan review)
• Construction schedule in “calendar days”

Proposals must not include the following

• Terms or conditions
• Agreement language or agreement signature lines
• Reimbursables in fees