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HECO/CO/DGS forms

Specific areas

• Authorization
• Design contract management
• Construction contract management

Authorization

• Trimble Unity Construct H2 Process – Authority to Initiate Capital Outlay Project
• Minor Capital Project Form
• CR-2 – Cost Review Questionnaire - required for state funded projects
• HECO-4 – Approval of Schematic Design
• HECO-5 – Approval of Preliminary Drawings & Specifications
• Trimble Unity Construct AWDPS Process for Competitive Sealed Bids – Approval of Working Drawings & Specifications
• Trimble Unity Construct H8 Process – Authorization to Award Contract
• Memo of Negotiation Template – for use with Trade and Subcontractor Packages
• HECO-8BR – Construction Phase Budget Revisions - see Budget Process Overview & Reconciliation - superseded by e-Builder Net Zero Changes to the Budget process
• HECO-14 – Project Completion Report – completed form to be uploaded to Trimble Unity Construct H8 process that will route for approval
• HECO-17 – Building Permit
• HECO-17-IND – Building Permit for Trailers
• HECO-17a-TMP – Building Permit for Temporary Structure
• HECO-17a-TWR – Building Permit for Communications Tower

Design contract management

• A/E Firm Data Forms - AE-1 — AE-6 - DGS-30-004 - dated 03/19
• HECO-2.1c — Professional & Construction-related Nonprofessional Services Template — Fee Less Than $80K
• CO-2.3 – A/E Fee Proposal Worksheet Example – see UVA Procurement’s Travel & Expense Services for travel rates
• HECO-3 – Contract Between University & A/E Template – Fee Greater Than $80K, by Professional Services Contract Administrators
• HECO-3.1 – Term Contract for A/E Template – by Professional Services Contract Administrator
• HECO-3.1a – updated 2/26/21 – Service Order Term Contract for A/E – by Professional Services Contract Administrator
• HECO-3.2 – updated 7/5/2023 – Contract Between University & A/E Template – Fee Less Than $80K, by Professional Services Contract Administrator
• HECO-3.3 – Term Contract for Construction-related Nonprofessional Services, by Professional Services Contract Administrators
• HECO-3.4 – updated 3/1/2024 – Contract Between University & SI for Construction-related Nonprofessional Services Less Than $80K, by Professional Services Contract Administrators
• HECO-8b – Opinion of A/E Performance (Design Phase)
• Trimble Unity Construct H11PS Process – A/E Contract Change Order
• H12AE Excel A/E Payment Invoice – completed form to be uploaded to Trimble Unity Construct H12AE process that will route for approval

Construction contract management

• HECO-6a&b (2021) – VUSBC Statement of Structural and Special Inspections Form & Inspections Checklist – by A/E & Project Manager
• HECO-6a&b (2018) – VUSBC Statement of Structural and Special Inspections Form & Inspections Checklist – by A/E & Project Manager
• DGS-30-364 – Submittal Register – or similar approved format
• HECO-7 – updated 1/22/2024 – General Conditions of the Construction Contract For Capital Outlay Projects – does not include SGC for utilities
  • CO-7 – updated March, 2022 – General Conditions of the Construction Contract
• HECO-7CM – General Conditions of the Construction Contract with a CM – Agency Trade Contracts only – not currently used
• HECO-7DB – updated 6/9/2021 – General Conditions of the Design-Build Contract
• CO-7DB – General Conditions of the Design-Build Contract
• Supplemental General Conditions – Construction Utilities – CM, D/B, & On-Demand projects only, not required on Agency
• Supplemental General Conditions – NIH Requirements – required for projects funded wholly or in part by NIH
• HECO-7a – Instructions to Bidders
• HECO-7am – Instructions to Bidders – rarely used, requires CFO approval and includes private bid opening with negotiations
• Standard HECO Bid Form Format – updated 3/7/2022 – by A/E
• Contract Approval Sheet – updated 6/4/2021 – Construction Contracts < $5M
• Contract Approval Sheet – updated 10/18/2021 – Construction Contracts > $5M
• HECO-9 – updated 7/22/2021 – Contract Between University & Contractor – Competitive Negotiation, IFB, Sole Source, & Emergency Options, by Contract Administrator
• HECO-9CM updated 7/22/2021 – Contract Between University & Construction Manager – CM Agency & At Risk Options template, by Contract Administrator
• HECO-9DB – updated 6/25/2021 – Contract Between University & Design Build Contractor – by Contract Administrator
• CO-9a – Workers Compensation Certificate of Insurance Coverage
• CO-9b – Post Bid Modification
• HECO-10 – – updated 3/17/2022 – Standard Performance Bond
• HECO-10.1 – updated 3/17/2022 – Standard Labor & Material Payment Bond
• Bond Co-surety Rider – if required for HECO-10 & CO-10.1
• CO-10.2 – Standard Bid Bond – Bid Bond required for values exceeding $1M unless otherwise noted
• Trimble Unity Construct H11 Process – Contract Change Order – Change Order Justification
  • HECO-GC-1 – updated 4/11/2023 – Change Order Estimate (General Contractors)
  • HECO-SC-1 – updated 10/13/2023 – Change Order Estimate (Subcontractors)
  • HECO-SS-1 – updated 9/19/2023 – Change Order Estimate (Sub-Subcontractors)
  • FICA SUI Workman's Comp Rates
• Trimble Unity Construct H12 Process – Schedule of Values and Certificate for Payment
• DGS-30-328 – History of Roofing Installation – updated 4/15/21 –by Project Manager
• CO-13 – Affidavit of Payment of Claims – required for final Contractor payment
• Certificate of Completion by A/E of Record – also see Project Completion for audit response – wording now part of Trimble Unity Construct process page when submitter checks final invoice.
• HECO-13.1a – Certificate of Partial or Substantial Completion by A/E – also see Project Completion for audit response
• HECO-13.1b (2021) – Final Report of Structural and Special Inspections
• HECO-13.1b (2018) – Final Report of Structural and Special Inspections
• Certificate of Completion by Contractor – required for final Contractor payment – wording now part of Trimble Unity Construct process page when submitter checks final invoice.
• HECO-13.2a – updated July, 2022 – Certification of Partial or Substantial Completion by Contractor
• HECO-13.3 – updated July, 2022 – Combined Certificate of Use and Occupancy/Temporary Certificate of Use and Occupancy
• Sprinkler Inventory Form – to be completed for CUO application with data to be entered by FM Operations
• HECO-13.3b – Checklist for Occupancy – Beneficial, Set-up, or Partial
• HECO-14a – Opinion of A/E Performance (Bid / Construction Phase)
• HECO-16 – updated 8/6/2024 – Contractor’s Statement of Qualifications (SOQ)
  • CO-16 – Attachment 1, Qualification Criteria
• HECO-16 D/B – updated 2/14/2022 – Design/Build Team Statement of Qualificiations (SOQ)