Contractors & Consultants

Contractors and Consultants

Locate information for contractors and consultants contracted through the Office of Facilities, including Yale’s design standards, contract forms, insurance requirements, and more. Please direct any contract-related questions to the Office of Facilities at contract.administration@yale.edu.

Document Name Last Updated Description
A Framework for Campus Planning 2000

Guidelines for design and suggestions for implementing and improving campus systems including signage, landscaping, lighting, and traffic flow.

Amendment No. 1: Acceptance of GMP (CM-72) 2020

A document that complements the guaranteed maximum price (GMP) form of agreement (CM-10) when releasing the construction GMP. It includes a list of schedules to be shared by construction managers with the Office of Facilities.

Application Instructions for Contractors 2018

The minimum requirements for new contractors, including a questionnaire, background check form, insurance requirements, and small business administration (SBA) self-certification form.

Background Check Policy and Compliance 2018

A form that is required to be submitted by all employees from suppliers, contractors, and consultants requesting a Yale ID. 

Basis of Design (BOD) 2016

A template to be filled out by consultants at various stages of a project.

Beatrix Farrand Cultural Landscape Study: Executive Summary (2019) 2020

A study that identifies, documents, and assesses the landscapes that Beatrix Farrand (1872–1959) contributed to as a landscape architect. This research project provides an understanding of Farrand’s 25-year tenure at Yale University and what remains of her legacy.

Beatrix Farrand Cultural Landscape Study: Presentation (2019) 2020

A study that identifies, documents, and assesses the landscapes that Beatrix Farrand (1872–1959) contributed to as a landscape architect. This research project provides an understanding of Farrand’s 25-year tenure at Yale University and what remains of her legacy.

Change in Preconstruction Services (CM-70) 2020

A form to clarify preconstruction service changes for guaranteed maximum price (GMP) contracts.

Change Order for Construction Managers (CM-77) 2020

For use in memorializing consensual modifications to the CM-10 guaranteed maximum price (GMP) contract.

Change Order for General Contractors (GC-77) 2020

For use in memorializing consensual modifications to lump-sum contracts.

Construction Change Directive (CM/GC-74) 2020

Direction to perform changes to a guaranteed maximum price (GMP) or lump-sum contract.

Contractor Health and Safety Guidelines for Non-OCIP Projects 2012

Guidelines for non-owner-controlled insurance program (OCIP) projects.

Contractor Health and Safety Guidelines, Safety Bulletin No. 2: COVID-19 Guidelines 2022

COVID-19 infection and risk control guidelines, including an addendum to the Contractor Health and Safety Guidelines (non-OCIP version) issued on January 12, 2012, and Contractor Health and Safety Guidelines (OCIP version) issued on December 11, 2019. The current guidelines supersede Safety Bulletin No. 1, issued on May 22, 2020, and include a policy limiting the usage of cloth masks.

Contractor Questionnaire 2018

A questionnaire that needs to be completed as part of the application package.

Design Phase Deliverables Checklist (Exhibit E to the A-10 Agreement) 2020

Contract Forms for Architects—Deliverables

Facilities Accessibility Guidelines 2021

Guidelines for accessible facilities at Yale, including information on pathways, parking, ramps, stairs, elevators, lifts, and more.

Facilities Planning & Construction Invoices

Instructions for submitting invoices and AIA Applications for Payment (G702) for Facilities Planning & Construction projects.

Final Payment Lien Waiver and Release Form - Architect (F-183) 2020

Architect Final Waiver of Mechanic’s Lien and General Release.

Final Payment Lien Waiver and Release Form - Architect's Consultant (F-184) 2020

Architect’s Consultant Final Waiver of Mechanic’s Lien and General Release

Final Payment Lien Waiver and Release Form - CM/GC (F-181) 2020

Construction Manager/General Contractor Final Waiver of Mechanic’s Lien and Release.

Final Payment Lien Waiver and Release Form - Subcontractor (F-182) 2020

Subcontractor Final Waiver of Mechanic’s Lien and Release.

Framework Supplement (2009) 2009

Updates to the University’s planning principles, and planning and design considerations for the future.

Framework Sustainability Supplement (2013) 2013

A guide outlining a sustainable approach to planning, building, and maintenance of Yale’s campus.

Guidelines for Design Phase Deliverables

Contract Forms for Architects—Deliverables

Insurance Requirements 2018

Minimum insurance requirement.s for all contractors selected by Yale University. 

Notice of Change (NOC) (CM/GC-75) 2020

For use in notificatying Yale of a potential change and memorializing Yale’s direction. Used for GMP and lump sum contracts.

OCIP III Health & Safety Guidelines 2016

Specific health and safety requirements that, in many instances, exceed current federal, state, or local safety and environmental standards.

OCIP III Insurance Manual 2014

An insurance manual prepared for use by Yale, the Contractor, and all eligible Subcontractors performing operations at the jobsite.

OCIP III Insurance Worksheets 2014

An insurance worksheet that is required by contractors, subcontractors, and sub‐subcontractors of every tier, as part of their bid.

OCIP IV Insurance Manual 2020

An insurance manual prepared for use by Yale, the Contractor, and all eligible Subcontractors performing operations at the jobsite.

OCIP IV Yale Contractor Health and Safety Guidelines 2019

Specific health and safety requirements that, in many instances, exceed current federal, state, or local safety and environmental standards.

Payment Bond for CM (F-152CM) 2020

Construction Managers Payment Bond.

Payment Bond for General Contractor (F-152 GC) 2020

General Contractors Payment Bond.

Payment Bond for Trade Contractor (F-152) 2020

Dual Obligees – Construction Manager Payment Bond.

Performance Bond for Construction Manager (F-151CM) 2020

Dual Obligee – Construction Manager Performance Bond.

Performance Bond for General Contractor (F-151 GC) 2020

General Contractors Performance Bond.

Performance Bond for Trade Contractor (F-151) 2020

Contract Forms for Construction Managers—Bonds: Performance Bonds

Plant and Vine Support Calculator 2010

Plant and Vine Support Calculator

Plant and Vine Support Prototype 2010

Plant and Vine Support Prototype

Pre-GMP Early Release (CM-71) 2020

For use with the CM-10 GMP form of agreement, when releasing construction scope in advance of the GMP Amendment.

Progress Payment Lien Waiver and Release Form - Architect (F-173) 2020

Architect Progress Payment Waiver of Mechanic’s Lien and Release.

Progress Payment Lien Waiver and Release Form - Architect's Consultant F-174 2020

Architect’s Consultant Progress Payment Waiver of Mechanic’s Lien and Release.

Progress Payment Lien Waiver and Release Form - CM/GC (F-171) 2020

Construction Manager/General Contractor Progress Payment Waiver of Mechanic’s Lien and Release.

Project Management Sponsored Identity Request Form 2022

An online form required to obtain Yale-sponsored identification cards for contractor, subcontractor, and consultant access to worksites at Yale University.

Proposed Change Order (PCO) (CM/GC-76) 2020

For use in memorializing consensual modifications to GMP and lump sum contracts.

SBA Self-Certification 2018

An application that is required to be subbmited by contractors, and confirms the company’s SBA status.

Scope Projects 2018

A supplement to the Yale Basis Of Design (BOD) document, tracking sustainability as aligned with University priorities.

Site Maintenance Plan Labor Projection 2020
Subcontractor Progress Payment Waiver of Mechanic's Lien and Release (F-172) 2020

Subcontractor Progress Payment Waiver of Mechanic’s Lien and Release.

Sustainable Stormwater Management Plan (with 2018 Update) 2018

An update to the Sustainable Stormwater Management Plan 2013-2016, and strategies for managing stormwater on campus.

Tree Management Plan 2020

Tree Management Plan

Tree Management Plan Ecosystem Services Plan 2020

Tree Management Plan Ecosystem Services Plan

Tree Protection and Preservation Guidelines 2022

These guidelines establish actions for trees in a project area and provide recommendations for tree maintenance, including inspections as well as comprehensive pruning, cabling, and removal.

Water Management Plan (with 2017 Update) 2017

An update to the Water Management Plan 2013–2016 and an outline of how Yale will incorporate water management progress and planning into the Campus Resilience Plan, High Performance Design Standards, Sustainability Progress Reports, and supporting documents.

Yale Office of Facilities Preferred Planting List 2020
Yale Sustainability Plan 2025

A demonstration of Yale’s commitment to building a more sustainable world, including 38 goals organized into 9 ambition areas.

Yale University Campus Signage Manual 2014

A manual outlining Yale’s standards and specifications for exterior signage.

Yale University Design Standards for Capital Projects 2019

Requirements for designing and building new structures and remodeling existing structures at Yale University. Also used for maintaining consistency on a project and continuity with existing Yale University systems and equipment. Required for use by architectural and engineering firms; Yale University staff must also use these standards as the basis for developing all facility design and construction documents.