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.
Contractors and Consultants
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. |
A Framework for Campus Planning: Supplement | 2009 |
Updates to the University’s planning principles as well as planning and design considerations for the future. |
A Framework for Campus Planning: Sustainability Supplement | 2013 |
A guide outlining a sustainable approach to planning, building, and maintenance of Yale’s campus. |
Accessibility Guidelines | 2021 |
Guidelines for accessible facilities at Yale, including information on pathways, parking, ramps, stairs, elevators, lifts, and more. |
Amendment No. 1: Acceptance of GMP (CM-72) | 2024 |
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) | 2023 |
The consultant is responsible for ensuring that the design they propose adheres to Yale’s design standards. This can be achieved by providing a summary of the design through submission of the basis of design. The consultant must also identify any proposed deviation(s) from Yale’s design standards through documentation by way of the basis of design. |
Basis of Design: Sustainability Matrix for Limited and Minimal Scope Projects | 2018 |
A supplement to Yale’s basis of design and complement of the 01 35 63 Sustainable Design Requirements, which help track sustainability efforts in alignment with the University’s priorities. |
Beatrix Farrand Cultural Landscape Study: Executive Summary | 2019 |
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 |
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. |
Campus Signage Manual | 2015 |
A revised manual outlining Yale’s standards and specifications for exterior signage. |
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 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 that help define deliverables. |
Design Phase Deliverables Guidelines | 2020 |
Contract forms for architects to help define deliverables. These guidelines complement the Design Phase Deliverables Checklist. |
Design Standards for Capital Projects | 2022 |
Requirements for designing and building new structures and remodeling existing structures at Yale. These guidelines are also used for maintaining consistency on projects and continuity with existing University systems and equipment. Additionally, these standards are intended for use by architectural and engineering firms as well as Yale staff as the basis for developing all facility design and construction documents. |
Equipment: Building Management System Occupancy Schedule Workbook | 2023 |
A template to be filled out by the contractor and/or commissioning agent (Cx) for new building management system occupancy schedules. Contractors and/or Cx will periodic submit drafts to Yale’s Facilities Operations team for review and progress check-in. Learn more about these requirments via the building management system occupancy schedule overview. |
Equipment: Nameplate Data Workbook | 2024 |
A template to be filled out by the contractor and/or commissioning agent (Cx) for new and removed building assets. Contractors and/or Cx will periodic submit drafts to Yale’s Facilities Operations team for review and progress check-in. Learn more about these requirments via the equipment nameplate data matrix overview. |
Final Payment Lien Waiver and Release Form: Architect (F-183) | 2020 |
Final waiver of a mechanic’s lien and general release for architects. |
Final Payment Lien Waiver and Release Form: Architect's Consultant (F-184) | 2020 |
Final waiver of a mechanic’s lien and general release for an architect’s consultant. |
Final Payment Lien Waiver and Release Form: CM/GC (F-181) | 2020 |
Final waiver of a mechanic’s lien and general release for construction managers (CM) and general contractors (GC). |
Final Payment Lien Waiver and Release Form: Subcontractor (F-182) | 2020 |
Final waiver of a mechanic’s lien and general release for subcontractors. |
Insurance Requirements | 2018 |
Minimum insurance requirements for all contractors selected by the University. |
Invoices: Facilities Planning and Construction | 2020 |
Instructions to submit invoices and AIA Applications for Payment (G702) for Yale planning and construction projects. |
Notice of Change (CM/GC-75) | 2020 |
Form used for notifying the University of potential changes to a project and memorializing Yale’s direction. Used by construction managers (CM) and general contractors (GC) for guaranteed maximum price and lump sum contracts. |
OCIP IV Health and Safety Guidelines | 2020 |
Yale-specific health and safety requirements for the owner-controlled insurance program (OCIP) that, in many instances, exceed federal, state, or local safety and environmental standards. |
OCIP IV Insurance Manual | 2020 |
As part of the owner-controlled insurance program (OCIP) this manual is for use by Yale, the contractor, and all eligible subcontractors performing operations at University jobsites. Insurance worksheets are included as exhibits to the manual. |
OCIP V Health and Safety Guidelines | 2024 |
Yale-specific health and safety requirements for the owner-controlled insurance program (OCIP) that, in many instances, exceed federal, state, or local safety and environmental standards. |
Payment Bond (F-152CM) | 2020 |
Payment bond for construction managers (CM). |
Payment Bond (F-152GC) | 2020 |
Payment bond for general contractors (GC). |
Payment Bond (F-152TC) | 2020 |
Payment bond for trade contractors (TC)—dual obligees. |
Performance Bond (F-151CM) | 2020 |
Performance bond for construction managers (CM)—dual obligees. |
Performance Bond (F-151GC) | 2020 |
Performance bond for general contractors (GC). |
Performance Bond (F-151TC) | 2020 |
Performance bond for trade contractors (TC)—dual obligees. |
Plant and Vine Support: Calculator | 2010 |
Calculator for plant and vine support at Yale. |
Plant and Vine Support: Prototype | 2010 |
Prototype for plant and vine support at Yale. |
Pre-GMP Early Release (CM-71) | 2024 |
For use with the guaranteed maximum price (GMP) form of agreement (CM-10) when releasing construction scope in advance of the GMP Amendment. |
Preferred Planting List | 2020 |
This document recommends vegetation selection by area types for use on campus. The listing is a guideline rather than a restricted framework, upholding Yale’s expectations for landscape character, quality, and sustainability objectives. |
Progress Payment Lien Waiver and Release Form: Architect (F-173) | 2020 |
Progress payment waiver of a mechanic’s lien and general release for architects. |
Progress Payment Lien Waiver and Release Form: Architect's Consultant (F-174) | 2020 |
Progress payment waiver of a mechanic’s lien and general release for architects’ consultants. |
Progress Payment Lien Waiver and Release Form: CM/GC (F-171) | 2020 |
Progress payment waiver of a mechanic’s lien and general release for construction managers (CM) and general contractors (GC). |
Progress Payment Waiver of Mechanic's Lien and Release: Subcontractor (F-172) | 2020 |
Progress payment waiver of a mechanic’s lien and general release for subcontractors. |
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 the University. |
Proposed Change Order (CM/GC-76) | 2020 |
Form for use in memorializing consensual modifications to guaranteed maximum price (GMP) and lump sum contracts. |
SBA Self-Certification | 2018 |
An application that is required from contractors, and which confirms the company’s Small Business Administration (SBA) status. |
Shutdown and Utility Tie-In Request Form | 2024 |
A form that needs to be submitted by project and construction managers who require a system shutdown and/or tie-in on a job site. Please allow a minimum of three (3) weeks prior to the requested shutdown date to allow Yale Facilities operations managers to help coordinate a successful shutdown. Failure to provide this amount of processing time will delay the approval of any shutdown request. |
Site Maintenance Plan Labor Projection | 2020 |
A workbook to help calculate the projected hours of labor as part of a site maintenance plan. |
Sustainable Stormwater Management Plan | 2018 |
An update to the Sustainable Stormwater Management Plan (2013–16), which includes strategies for managing stormwater on campus. |
Tree Management Plan | 2020 |
The University’s tree management plan spanning properties on campus and beyond. |
Tree Management Plan: Ecosystem Analysis | 2020 |
The University’s ecosystem analysis, which complements the tree management plan spanning properties on campus and beyond. |
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 | 2017 |
An update to Yale’s Water Management Plan (2013–16), which includes an outline of how the University incorporates water management progress and planning into the Campus Resilience Plan, High-Performance Design Standards, Sustainability Progress Reports, and supporting documents. |
Yale Sustainability Plan 2025 | 2016 |
A demonstration of Yale’s commitment to building a more sustainable world, including 38 goals organized into nine ambitious areas. |