BOB Procedure Manual - Divisions 100 - 800
and
Forms - Division 0, Division 1, Appendix
THIS 2011 MANUAL EDITION DOES NOT ADDRESS ANY CHANGES
RESULTING FROM THE 2010 “BRICKS” SYSTEM.
END RESULTS OF PROCEDURES DID NOT CHANGE – JUST THE WAY TO SUBMIT
THEREFORE, USE “BRICKS” WHEN APPROPRIATE.
Links are below to .pdf documents.
However, some forms are on the BoB's Web entitled "BOB Forms" and can be filled in on-line at that link
ENGINEERING AND CONSTRUCTION PROCEDURE MANUAL
June 2011 (with notated modifications)
(any updates after July 1, 2011, should be reflected in the links below
AND
shown in "Changes to Manual"
Changes to Manual up to July 1, 2011
Changes to Manual July 1, 2011 FORWARD
(last updated 12/15/2020 & 1/22/2021)
(for the Manual Divisions 100 - 800
and for the Forms Division 0, 1, Appendix)
| SECTION 100: GENERAL | ||
| Section | Description |
Page
|
| 100.1 | Planning & Construction Manual |
1
|
| 100.2 | Informational Data |
1
|
| 100.3 | Duration |
1
|
| 100.4 | Manual Abbreviation/Definitions |
2
|
| 100.5 | Bureau Creation |
5
|
| 100.6 | Bureau Powers & Duties |
5
|
| 100.7 | Bureau Meetings |
6
|
| 100.8 | Bureau Record of Actions |
6
|
| 100.9 | Bureau Notification |
7
|
| 100.10 | Public Procurement Review Board |
7
|
| 100.11 | PPRB Meetings |
8
|
| 100.12 | PPRB Minutes |
8
|
| 100.13 | Copying Public Documents |
8
|
| SECTION 200: PROJECT REQUESTS | ||
| Section | Description |
Page
|
| 200.1 | Capital Needs Report |
1
|
| 200.2 | Using Agency's Requests |
1
|
| 200.3 | Definition of Needs |
1
|
| 200.4 | Classification of Needs |
1
|
| 200.5 | Request Forms |
3
|
| 200.6 | Deadline |
3
|
| 200.7 | Site Visits |
3
|
| 200.8 | Submission to LBO |
3
|
| 200.9 | Legislative Action |
4
|
| 200.10 | Emergency Requests |
4
|
| 200.11 | Definition of an Emergency |
5
|
| 200.12 | Agency's Response to Emergency |
5
|
| 200.13 | Bureau's Response to Emergency Requests |
6
|
| 200.14 | Appropriation Bills |
6
|
| 200.15 | Types of Appropriation Bills |
6
|
| 200.16 | Bond Bills |
7
|
| 200.17 | Receipt of Outside Funding Sources |
8
|
| SECTION 300: PROJECT INITIATION | ||
| Section | Description |
Page
|
| 300.1 | Project Initiation |
1
|
| 300.2 | Master Code |
3
|
| 300.3 | Professional Selection Process |
6
|
| 300.4 | Consultants |
6
|
| 300.5 | In House Projects |
7
|
| 300.6 | Owner/Professional Relationship |
8
|
| 300.7 | Professional Compensation |
8
|
| 300.8 | Bureau's Accountability |
9
|
| 300.9 | Professional's Responsibility |
9
|
| 300.10 | Using Agency's Responsibility |
9
|
| 300.11 | Changes |
10
|
| SECTION 400: CODES AND POLICIES | ||
| Section | Description |
Page
|
| 400.1 | Codes |
1
|
| 400.2 | Permits & Local Authorities |
1
|
| 400.3 | Roofing Policy |
2
|
| 400.4 | Asbestos Abatement Policy |
6
|
| 400.5 | Testing Policy |
12
|
| 400.6 | Professional Selection Policy |
13
|
| 400.7 | Reimbursement to a Using Agency |
16
|
| 400.8 | Reimbursement to a Professional |
16
|
| 400.9 | Professional Contract Review & Approval Procedures |
17
|
| 400.10 | Information Technology Systems |
19
|
| 400.11 | Sustainability |
28
|
| 400.12 | Contractor Prequalification Policy |
28
|
| SECTION 500: PREPLANNING PROCEDURES | ||
| Section | Description |
Page
|
| 500.1 | Preplanning Phases |
1
|
| 500.2 | Consultants |
1
|
| 500.3 | Schedule/Time |
2
|
| 500.4 | Surveys/Borings/Tests |
2
|
| Program Phase: | ||
| 500.5 | The Program |
3
|
| 500.6 | Program Example |
3
|
| Schematic Design Phase: | ||
| 500.7 | Scope Definition |
5
|
| 500.8 | The Schematic Design |
5
|
| 500.9 | Site Analysis |
5
|
| 500.10 | Design Concept |
6
|
| 500.11 | Conceptual Drawings |
7
|
| 500.12 | Visual Studies |
7
|
| 500.13 | Design Concept Approval |
7
|
| 500.14 | Scale of Dimensions |
9
|
| 500.15 | Description of Building |
9
|
| 500.16 | Project Budget |
9
|
| 500.17 | Schematic Design Submission |
9
|
| 500.18 | Submission to the Legislature |
10
|
| SECTION 600: PLANNING | ||
| Section | Description |
Page
|
| 600.1 | Planning Phases |
1
|
| 600.2 | Consultants |
1
|
| 600.3 | Schedule/Time |
1
|
| 600.4 | Surveys/Borings/Tests |
2
|
| Program Phase: | ||
| 600.5 | The Program |
3
|
| 600.6 | Program Example |
3
|
| Schematic Design Phase: | ||
| 600.7 | Scope Definition |
5
|
| 600.8 | The Schematic Design |
5
|
| 600.9 | Site Analysis |
5
|
| 600.10 | Design Concept |
6
|
| 600.11 | Conceptual Drawings |
7
|
| 600.12 | Visual Studies |
7
|
| 600.13 | Design Concept Approval |
7
|
| 600.14 | Scale of Dimensions |
9
|
| 600.15 | Building Description |
9
|
| 600.16 | Project Budget |
9
|
| 600.17 | Schematic Design Submission |
9
|
| Design Development Phase: | ||
| 600.18 | The Design Development |
10
|
| 600.19 | Design Development Drawings |
10
|
| 600.20 | Specifications |
11
|
| 600.21 | Cost Analysis |
11
|
| 600.22 | Design Development Submission |
11
|
| Construction Document Phase: | ||
| 600.23 | The Construction Document |
12
|
| 600.24 | Construction Document Drawings |
12
|
| 600.25 | Project Manual |
12
|
| 600.26 | Codes & Regulations |
13
|
| 600.27 | Davis-Bacon Act |
14
|
| 600.28 | Allowances |
14
|
| 600.29 | Alternates |
14
|
| 600.30 | Plaques |
15
|
| 600.31 | Signage |
16
|
| 600.32 | Single Prime Contract |
16
|
| 600.33 | Multiple Prime Contracts |
16
|
| 600.34 | Liquidated Damages |
16
|
| 600.35 | Construction Document Review |
16
|
| 600.36 | Construction Document Approval |
17
|
| 600.37 | Advertisement for Bids |
17
|
| 600.38 | Examination & Distribution of Documents |
17
|
| 600.39 | Interpretations |
17
|
| 600.40 | Addenda |
18
|
| 600.41 | Bidder's Responsibility |
18
|
| 600.42 | Bid Preparation |
18
|
| 600.43 | Certificate of Responsibility |
19
|
| 600.44 | Nonresident Contractor |
19
|
| 600.45 | Receipt of Bids |
20
|
| 600.46 | Modifications to Bid |
20
|
| 600.47 | Opening Bids (and Office closure) |
19
|
| 600.48 | Withdrawal of Bid |
20
|
| 600.49 | Irregularities |
20
|
| 600.50 | Returning Bid Documents |
20
|
| 600.51 | Bid Protest |
20
|
| 600.52 | Negotiations |
21
|
| 600.53 | Disqualification of Bidder |
21
|
| 600.54 | Information on Bid Results |
21
|
| 600.55 | Subcontractor's List |
21
|
| 600.56 | Award of Contract |
22
|
| 600.57 | Contract Preparation |
22
|
| SECTION 700: CONSTRUCTION PROCEDURES | ||
| Section | Description |
Page
|
| 700.1 | Notice to Proceed |
1
|
| 700.2 | Preconstruction Meeting |
2
|
| 700.3 | Construction Schedule |
3
|
| 700.4 | Schedule of Values |
3
|
| 700.5 | Product Listing |
3
|
| 700.6 | Owner/Professional/Contractor Relationship |
4
|
| 700.7 | Owner/Construction Project Representative |
4
|
| 700.8 | Contractor's Duties & Responsibility |
6
|
| 700.9 | Contractor's Project Coordinator |
7
|
| 700.10 | Owner's Relationship to Subcontractors |
7
|
| 700.11 | Complaints from Subcontractors |
8
|
| 700.12 | Equal Opportunity Employer |
8
|
| 700.13 | Labor Law Compliance |
8
|
| 700.14 | Contractor's Insurance |
8
|
| 700.15 | Allowances |
9
|
| 700.16 | Construction Testing |
9
|
| 700.17 | Progress Meetings |
9
|
| 700.18 | Temporary Facilities/Services |
10
|
| 700.19 | Project Sign |
10
|
| 700.20 | Change Orders |
11
|
| 700.21 | Minor Changes to the Work |
11
|
| 700.22 | Contractor's Monthly Request |
12
|
| 700.23 | Extension of Time Notification |
12
|
| 700.24 | Payments on Materials Stored Off-Site |
12
|
| 700.25 | Professional's Requests for Payment |
13
|
| 700.26 | Progress Payments |
13
|
| 700.27 | Lump Sum Payments |
13
|
| 700.28 | Reduction of Retainage |
13
|
| 700.29 | Securities in Lieu of Retainage |
14
|
| 700.30 | Release of Retainage |
14
|
| 700.31 | Request for Assignments |
15
|
| 700.32 | Default of Contract |
15
|
| 700.33 | Liquidated Damages |
15
|
| 700.34 | Assessment of Liquidated Damages |
15
|
| 700.35 | Final Inspection |
16
|
| 700.36 | Substantial Completion |
16
|
| 700.37 | Date of Acceptance |
16
|
| 700.38 | Occupancy |
17
|
| 700.39 | Insurance |
17
|
| 700.40 | Closeout Documents |
17
|
| 700.41 | Contractor's Final Pay Request |
17
|
| 700.42 | General |
17
|
| 700.43 | Form |
18
|
| 700.44 | Warranty Period |
18
|
| 700.45 | Year-End Inspection |
19
|
| SECTION 800: FURNITURE & EQUIPMENT | ||
| Section | Description |
Page
|
| 800.1 | Legislation |
1
|
| 800.2 | Bureau's Responsibilities |
1
|
| 800.3 | Using Agency's Responsibilities |
1
|
| 800.4 | Professional's Responsibilities |
1
|
| 800.5 | Emergency Procurement |
2
|
| 800.6 | Document Preparation |
2
|
| 800.7 | Using Agency's Preliminary List |
2
|
| 800.8 | Non-purchasable Items |
3
|
| 800.9 | Sole Source Items |
3
|
| 800.10 | State Contract Items |
4
|
| 800.11 | Written Quote Items |
5
|
| 800.12 | Bid Exemptions |
5
|
| 800.13 | Bid Items |
5
|
| 800.14 | Document Approval |
6
|
| 800.15 | Advertisement for Bids |
6
|
| 800.16 | Obtaining Bid Documents |
6
|
| 800.17 | Bidder's Responsibility |
7
|
| 800.18 | Interpretations |
7
|
| 800.19 | Addenda |
7
|
| 800.20 | Bidder's List |
7
|
| 800.21 | Prequalification of Vendors |
7
|
| 800.22 | Pre-Bid Conference |
8
|
| 800.23 | Bid Preparation |
8
|
| 800.24 | Receipt of Bids |
8
|
| 800.25 | Modifications to Bids |
9
|
| 800.26 | Opening Bids |
9
|
| 800.27 | Withdrawal of Bid |
9
|
| 800.28 | Irregularities |
10
|
| 800.29 | Bid Protest |
10
|
| 800.30 | Negotiations |
10
|
| 800.31 | Product Acceptability |
10
|
| 800.32 | Low Tie Bids |
11
|
| 800.33 | Disqualification of Bidder |
11
|
| 800.34 | Rejection of Bids |
11
|
| 800.35 | Information on Bid Results |
12
|
| 800.36 | Award of Contract |
12
|
| 800.37 | Contract Preparation |
12
|
| 800.38 | Delivery |
13
|
| 800.39 | Payments |
13
|
|
The following Divisions are listed here for your convenience; however, they were removed from the Procedure Manual in August 2006 and/or August 2016. They fall under the category of "forms" OR "how to carry out Divisions 100 - 800 above". Some forms are linked below and some that are for construction contract use are found on the BoB web under "Forms for A/E's". |
||
| PROFESSIONAL CONTRACTS | ||
| * Professional Contracts removed from Manual on August 24, 2006 - see Professional Contracts on BoB web under "Forms for A/E's" | ||
| * Division 0 and Division 1 and Appendix removed from Manual on August 15, 2016 - and can be found on BoB web under "Forms for A/E's" | ||
| * 2017 General Conditions and 48 Divisions on December 15, 2020 | ||
|
DIVISION O: PROCUREMENT AND CONTRACT REQUIREMENTS Div 0 = 00 1100 through 00 9000 including Supplementary Conditions |
||
| Section | Description |
Page
|
| 00 1100 | Advertisement for Bids |
1
|
| 00 2100 | Instructions to Bidders |
2
|
| 00 4200 | Proposal Form |
7
|
| 00 5200 | Standard Form of Agreement Between | |
| the Owner and the Contractor |
9
|
|
| 00 6100 | Contract Bond |
12
|
| 00 6216 | Certificate of Insurance |
14
|
| 00 6217 | Certificate of Insurance Instructions |
15
|
| 00 6300 | Affidavit Certifying Payment to all Subcontractors |
16
|
| 00 7200 | General Conditions |
18
|
| 00 7300 | Supplementary Conditions |
19
|
| 00 7339 | Minority Participation |
41
|
| 00 7343 | Labor Requirements | 42 |
| 00 8000 | Special Conditions | 45 |
| 00 9000 | Addenda | 46 |
| DIVISION 1: GENERAL REQUIREMENTS | ||
| Section | Description |
Page
|
| 01 1000 | Summary of Work |
1
|
| 01 2100 | Allowances |
3
|
| 01 2300 | Alternates |
3
|
| 01 2600 | Change Order Procedures |
4
|
| 01 2973 | Schedule of Values |
5
|
| 01 2976 | Applications for Payment |
6
|
| 01 3100 | Project Coordination |
6
|
| 01 3119 | Project Meetings |
8
|
| 01 3216 | Progress Schedules |
9
|
| 01 3217 | Network Analysis Schedule |
10
|
| 01 3323 | Shop Drawings, Project Data, and Samples |
12
|
| 01 4529 | Testing Laboratory Services |
14
|
| 01 5000 | Construction Facilities and Temporary Controls |
15
|
| 01 6000 | Substitutions and Product Opinions |
17
|
| 01 7329 | Cutting and Patching |
18
|
| 01 7400 | Cleaning |
19
|
| 01 7500 | Starting Systems |
20
|
| 01 7700 | Contract Closeout |
20
|
| 01 7800 | Project Record Documents |
22
|
| 01 8000 | Special Requirements | 24 |
| APPENDIX | ||
| Section 100 | General | |
| Section 200 | Project Requests (for R&R Tours & LBO Report - has deadline per Code) | |
| RR CI PP Memo (Proj Req Database Form) (example) (Previously = Project Data Form & Summary Form) |
1
|
|
| Project Request Database Form Instructions |
2
|
|
| Project Request Database Form(example) |
3
|
|
| Using Agency Declaration of Emergency (example - can be a letter form) |
7
|
|
| DFA Certificate of Emergency (example) |
8
|
|
| Using Agency Transfer Funds |
9
|
|
| Section 300 | Project Initiation | |
| Section 400 | Codes and Policies | |
| Roof Analysis Inspection Form |
1
|
|
| Visual Roof Analysis Inspection Form |
2
|
|
| Roof Historical Data |
4
|
|
| M54 Form |
5
|
|
| M55 Form |
10
|
|
| Professional Evaluation Planning Phase |
17
|
|
| Professional Evaluation Construction Phase |
18
|
|
| Standard Reimbursement Form (not used - see Appendix 600 Standard Application for Payment) | ||
| Request for Grant Funds |
22
|
|
| Professional Contract Review Form (when project is by Using Agency - per Code) |
23
|
|
| Section 500 | Preplanning | |
| Section 600 | Planning Procedures | |
| Professional's Application for Payment (see Bricks) |
1
|
|
| Project Budget Estimates (see Bricks) |
2
|
|
| Certified Bid Tabulation (see Bricks) |
3
|
|
| Section 700 | Construction Procedures | |
| Preconstruction Conference Agenda (see Bricks) |
1
|
|
| Change Order Form (see Bricks) |
2
|
|
| Materials Stored Off-Site Lease Agreement |
4
|
|
| Section 800 | Furniture & Equipment | |
| F&E Preliminary List (Blank pages - not used) |
1
|
|
| F&E Standard Documents | ||
| F&E Advertisement for Bids, Instructions to Bidders, Proposal Form |
3
|
|
| F&E Contract Form |
10
|
|
| F&E Pay Request Form |
11
|