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OSE Manual

POLICIES AND GUIDANCE FOR ESTABLISHMENT AND MAINTENANCE OF PERMANENT IMPROVEMENT PROJECTS

Manual deals with the processes of planning for, funding and implementing permanent improvement projects. Questions on the Policies and Guidance Manual should be directed to the Department of Administration, Executive Budget Office, Capital Budgeting Unit at (803) 734-2264.

Go here for the Policies and Guidance Manual

MANUAL FOR PLANNING AND EXECUTION OF STATE PERMANENT IMPROVEMENTS

OSE Manual Table of Contents - 2023
Chapter 1 - General Information
Chapter 2 - Minority Businesses
Chapter 3 - Project Planning
Chapter 4 - Procuring Professional Services Independent of Construction Services
Chapter 5 - Design-Construction Documents and Construction Standards
Chapter 6 - Procurement of Design-Bid-Build Construction Contractor - Competitive Sealed Bidding (Procurements Greater than $100,000)
Chapter 7 - Construction Contract Administration - Design-Bid-Build
Chapter 8 - Miscellaneous Procurements
Chapter 9 - Indefinite Quantity and Task Order Contracts
Chapter 10 - Real Property
Chapter 11 - Construction Management at Risk
Chapter 12 - Design-Build Design-Build-Operate-Maintain Design-Build-Finance-Operate-Maintain
Chapter 13 - Agency Certification for Construction Procurement and Delegated Code Review

⮟ Appendix A - Professional Services

A.1 - Forms for Use in Procuring and Administering Professional Services Contracts

SE-210 - Invitation for Professional Services
SE-211 - Selection Committee Report for Interview Selection
SE-212 - Notification of Selection for Interview
SE-214 - Professional Services Selection Committee - Confidentiality & Conflict of Interest Policy
SE-215 - Professional Services Selection Committee Member - A/E Evaluation
SE-217 - Professional Services Selection Committee Summary
SE-219 - Notification of Selection for Professional Services Contract
SE-220 - Request for Concurrence in Posting Notice of Intent to Award Professional Services Contract
SE-221 - Notice of Intent to Award - Professional Services Contract
SE-230 - Transmittal of Small Professional Services Contract
SE-232 - Transmittal of Amendment to Small Professional Services Contract
SE-232, Page 2 - Amendment Request Summary - Small Contract
SE-260 - Amendment to Professional Services Contract
SE-260, Page 2 - Amendment Request Summary - Large Contract

A.2 - Professional Services Contracts

SE-235 - Professional Incidental Services Contract
SE-240 - Small Professional Services Contract for Construction Projects

⮟ Appendix B - Design-Bid-Build

B.1 - Forms for Use in Procuring and Administering Construction Services

SE-310 - Invitation for Design-Bid-Build Construction Services
SE-310, Page 2 - Invitation for Design-Bid-Build Construction Services – Project Information
SE-330 - Lump Sum Bid Form
SE-330 - Lump Sum Bid Form without Page BF-1A
SE-330 - Lump Sum Bid Form without Page BF-2A
SE-330 - Lump Sum Bid Form without Pages BF-1A & BF-2A
SE-355 - Performance Bond
SE-357 - Labor & Material Payment Bond
SE-360 - Request for Concurrence in Posting Notice of Intent to Award Design-Bid-Build Contract
SE-370 - Notice of Intent to Award - Design-Bid-Build Contract
SE-371 - Design Documents Transmittal Form – Design-Bid-Build
SE-380 - Change Order to Design-Bid-Build Contract
SE-380, Page 2 - Change Order Request Summary – Design-Bid-Build
SE-390 - Notice to Proceed – Design-Bid-Build Contract
Table of Contents – Design-Bid-Build Project Manual
Table of Contents with Extra Lines - Design-Bid-Build Project Manual

B.2 - Documents, Forms and Guides

Design and Construction Documents and Forms – Design-Bid-Build
Guide for Organizing & Completing Project Manual – Design-Bid-Build between $10K and $100K
Guide for Organizing & Completing Project Manual – Design-Bid-Build over $100K
Pre-Bid Conference Discussion Items
Pre-Construction Conference Discussion Items

B.3 - Small Purchase Forms and Contract

SE-311 - Invitation for Minor Construction Quotes
SE-311, Page 2 - Invitation for Minor Construction Quotes – Project Information
SE-331 - Quote Form
SE-333 - Quote Form with Unit Prices
SE-355 - Performance Bond
SE-357 - Labor & Material Payment Bond
SE-375 - Notice of Award - Minor Construction Contract
SE-377 - Minor Construction Contract
SE-381 - Change Order to Minor Construction Contract
SE-381, Page 2 - Change Order Request Summary - Minor Construction
SE-391 - Notice to Proceed – Minor Construction Contract
Table of Contents – Minor Construction Project Manual

B.4 - Forms for Use in Prequalifying Prime Contractors/Subcontractors for Design-Bid-Build

Contractors Statement of Qualifications & Questionnaire
SE-110 - Invitation for Construction Prequalification
SE-114 - Construction Prequalification Selection Committee - Confidentiality & Conflict of Interest Policy
SE-115 - Construction Prequalification Selection Committee Member – Contractor Evaluation
SE-117 - Construction Prequalification Selection Committee Summary
SE-160 - Request for Approval of Prequalified Contractors for Construction
SE-170 - Notice of Prequalification of Contractors – Design-Bid-Build

⮟ Appendix C - Construction Management At-Risk (CM-R)

C.1 - Forms for Use in Procuring and Administering Construction Management At-Risk Projects

SE-410 - Invitation for Construction Management at Risk Services
SE-411 - Register of Responding Firms – CM-R
SE-412 - CM-R Selection Committee Report for Prequalification
SE-414 - CM-R Selection Committee - Confidentiality & Conflict of Interest Policy
SE-415 - CM-R Selection Committee Member – RFP Evaluation
SE-417 - CM-R Selection Committee Summary - RFP
SE-460 - Request for Concurrence in Posting Notice of Intent to Award CM-R Contract
SE-461 - Permits and Project Information – CM-R Contract
SE-470 - Notice of Intent to Award - CM-R Contract
SE-471 - Design Documents Transmittal Form – CM-R
SE-480 - Change Order to CM-R Contract
SE-480, Page 2 - Change Order Request Summary - CM-R
SE-490 - Notice to Proceed – CM-R Construction Services
SE-491 - Notice to Proceed – CM-R Pre-Construction Services

C.2 - Clauses for Use on Construction Management At-Risk Projects

Clauses for Use in Construction Management At-Risk RFQ
Standard Modifications to the A201-2017 Using the A133-2019

⮟ Appendix D - Indefinite Quantity and Task Order Contracts

D.1 - Forms for Use Procuring and Administering Indefinite Quantity Contracts

SE-600 - Request to Award Multiple IDQ Contracts for the Same Services
SE-610 - Invitation for Indefinite Quantity Contract
SE-611 - Selection Committee Report for Interview Selection – IDQ
SE-612 - Notification of Selection for Interview - IDQ
SE-614 - Selection Committee - Confidentiality & Conflict of Interest Policy
SE-615 - IDQ Selection Committee Member - A/E Evaluation
SE-617 - IDQ Selection Committee Summary
SE-619 - Notification of Selection for Contract Award - IDQ
SE-620 - Request for Concurrence in Posting Notice of Intent to Award IDQ Contract
SE-621 - Notice of Intent to Award IDQ Contract
SE-630 - Transmittal of Small Indefinite Quantity Contract - For Information Only

D.2 - Indefinite Quantity Contracts and Delivery Orders

SE-635 - Indefinite Quantity Contract Delivery Order – Small Contract
SE-638 - Indefinite Quantity Contract Delivery Order Modification – Small Contract
SE-640 - Indefinite Quantity Contract
SE-645 - Indefinite Quantity Contract Delivery Order – Large Contract
SE-648 - Indefinite Quantity Contract Delivery Order Modification – Large Contract

D.3 - Forms for Use in Procuring and Administering Task Order Contracts

Contractors Statement of Qualifications & Questionnaire
SE-614 - Selection Committee - Confidentiality & Conflict of Interest Policy
SE-655 - Invitation for Task Order Contract
SE-657 - TOC Selection Committee Member - Contractor Evaluation
SE-658 - TOC Selection Committee Summary
SE-660 - Request for Concurrence in Posting Notice of Intent to Award – Task Order Contract
SE-670 - Notice of Intent to Award - Task Order Contract
Table of Contents – Task Order Project Manual

D.4 - Task Order Contracts and Task Orders

SE-680 - Task Order Contract
SE-685 - General Conditions to Task Order Contract
SE-688 - Task Order Quote Form
SE-690 - Construction Services Task Order
SE-695 - Construction Services Task Order Modification

⮟ Appendix E - Design-Build (DBx)

E.1 - Forms for Use in Procuring and Administering Design-Build Projects

SE-710 - Invitation for Design-Build Services
SE-711 - Register of Responding Firms - Design-Build
SE-712 - D-B Selection Committee Report for Prequalification
SE-714 - D-B Selection Committee - Confidentiality & Conflict of Interest Policy
SE-715 - D-B Selection Committee Member - RFP Evaluation
SE-717 - D-B Selection Committee Summary - RFP
SE-760 - Request for Concurrence in Posting NOI to Award D-B Contract
SE-761 - Permits and Project Information - D-B Contract
SE-770 - Notice of Intent to Award - Design-Build Contract
SE-771 - Design Documents Transmittal Form - Design-Build
SE-780 - Change Order to Design-Build Contract
SE-780, Pg 2 - Change Order Request Summary - D-B
SE-790 - Notice to Proceed - Design-Build Contract

E.2 - Forms for Use in Procuring and Administering GEWWC Projects

SE-801 - Selection Plan for GEWWC Services
SE-808 - Request for Qualifications for GEWWC Services
SE-810 - Invitation for Guaranteed Energy, Water and Wastewater Conservation Services
SE-811 - Register of Responding Firms - GEWWC
SE-812 - GEWWC Selection Committee Report for Prequalification
SE-814 - GEWWC Selection Committee - Confidentiality & Conflict of Interest Policy
SE-815 - GEWWC Selection Committee Member - RFP Evaluation
SE-817 - GEWWC Selection Committee Summary - RFP
SE-830 - Request for Proposals for GEWWC Services
SE-833 - GEWWC Performance Contract
SE-860 - Request for Concurrence in Posting NOI to Award - GEWWC Contract
SE-861 - Permits and Project Information - GEWWC Contract
SE-870 - Notice of Intent to Award - GEWWC Contract
SE-870M - Notice of Contingent Intent to Award - GEWWC Contract
SE-880 - Change Order to GEWWC Contract
SE-880, Pg 2 - Change Order Request Summary - GEWWC
SE-890 - Notice to Proceed-Phase I - GEWWC Contract
SE-891-Notice to Proceed-Multi-Purpose - GEWWC Contract

E.3 - Contracts and Clauses for Use on Design-Build Projects

Clauses for Use In Design-Build RFP
SE-733 - Agreement Between Agency and Design-Builder
SE-734 - General Conditions of the Contract Between Agency and Design-Builder

⮟ Appendix F - OSE Permits and Miscellaneous Forms

F.1 - OSE Permits and Certificates

SE-510 - Permit to Develop in a Flood Hazard Area
SE-550 - Certificate of Substantial Completion
SE-560 - Certificate of Final Completion
SE-580 - Building/Construction Permit
SE-585 - Certificate of Occupancy/Use

F.2 - Sole Source, Emergency & Brand Name Only Justification Forms

MMO-OSE-102 - Justification for Sole Source Procurement
MMO-OSE-102A - Notice of Intent to Sole Source
MMO-OSE-103 - Justification for Emergency Procurement
MMO-OSE-103A - Notice of Emergency
MMO-OSE-139 - Justification for Brand Name Only Specification

F.3 - Miscellaneous OSE Forms

SE-295 - Assessment of Damages - Professional Services Contract
SE-297 - Professional Services Performance Evaluation
SE-332 - Unit Price Bid Form
SE-350 - Questionnaire for Contractors
SE-395 - Assessment of Contract Liquidated Damages
SE-397 - Construction Contractor Performance Evaluation

F.4 - Agency Proposed Schedules

Agency Proposed Schedule - Construction Management at Risk - RFQ & RFP
Agency Proposed Schedule - Design-Bid-Build
Agency Proposed Schedule - Design-Build

⮟ Appendix G - Inspections and Material Testing

G.1 - Forms for Use with Inspections and Materials Testing

SE-955 - Inspection / Material Testing Order
SE-955A - Inspection / Material Testing Order Negotiation Worksheet
SE-960 - Inspection / Material Testing Order Amendment
SE-960A - Inspection / Material Testing Order Amendment Worksheet
SE-962 - Statement of Special Inspections Responsibilities
SE-965 - Project Inspection / Material Testing Log
SE-966 - Project Inspection / Material Testing Deficiency Log

G.2 - Guidelines for Inspections and Material Testing

Guidelines for Inspections and Material Testing

⮟ Appendix H - OSE Code Tables & Certifications

H.1 - OSE Code Tables & Certifications (DO NOT MODIFY - Include As-Is on the Project Drawings

Table of Codes and Standards
Required Certifications
Table 1 - Flood Hazard Information
Table 2 - Soils & Site
Table 3 - Basic Building Code Information
Table 3E - Code Information for Additions, Alterations, or Change of Occupancy to an Existing Structure
Table 4 - Building Height & Area
Table 5 - Building Design Occupant Load
Table 6 - General Fire Protection Requirements
Table 7 - Fire Resistance Rating of Building Elements
Table 8 - Structural Design Information
Table 9 - Plumbing Information
Table 10 - Mechanical Information
Table 11 - Electrical Information