Contractors and 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.

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) 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.

Basis of Design: Scope Projects 2018

A supplement to Yale’s Basis of Design (BOD) document, which helps track sustainability as aligned 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 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 that help define deliverables.

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.

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.

Guidelines for Design Phase Deliverables 2020

Contract forms for architects to help define deliverables.

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 2019

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.

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) 2020

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.

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.