CAPITAL PLANNING, DESIGN, AND CONSTRUCTION
Support for university capital planning, design, and construction is provided under the direction of the senior associate vice president for finance and capital planning. The office is responsible for supporting universities and affiliates in the development of capital budget requests and approval by the Board of Governors and other governmental entities. The office also assists in capital project execution, coordinating with universities, affiliates, and state agencies.
FORMS
- Award Letter Template – between $500,000 and $4M (7-2023)
- Award Letter Template – >$4M Single Prime/Multi Prime (7-2023)
- Award Letter Template – >$4M CMR Revised (7-2023)
- Construction Manager-at-Risk Forms
- Construction Manager-at-Risk General Conditions (OC15-CM) January 2013 Release
- Design-Build Contract – UNC System up to $4M
- Design-Build General Conditions – UNC System up to $4M
- Design Contract Request – Form Letter to SCO Revised 6-2021
- Design Contract Amendment Request – Form Letter to SCO Revised 6-2021
- UNC Standard Design Contract for projects up to $4M
- UNC Design Contract Supplement
- Open End Design Agreement Cover Letter Revised 6-2021
- Open End Design Agreement Form of Proposal Revised 6-2021
- Open End Design Agreement Contract Revised 6-2021
- Prequalification Forms for Single Prime Bidders
- CI-1/OC-25 Form – Capital Improvement Project Request 12-2022
- CI-1 Related – Sample BOT Project Approval Form 11-2019
- Close-Out Checklist
- UNC HUB Certification for Award (to be submitted with all Requests for Award)
- Informal Standard Contract Terms and Conditions – State Construction Office
- Insurance Certificate Provisions
- Letter of Agreement Format Revised 6-2021
- Minority Business Participation Forms (2024)
- Notice to Bidders
- Supplemental Conditions – Division 1 Template Revised 6-2021
- UNC Instructions to Bidders and General Conditions of the Contract (Contract Terms and Conditions) Revised 6-2021
- Form of Proposal (Use SCO form and edit for University use)
- UNC Construction Contract $500,000 to $4M (Download/Formal) This is the standard SCO form edited for University use. Revised 6-2021
Historically Underutilized Business (HUB)
It is UNC System policy to provide businesses owned by minority persons equal access and opportunity to participate fully in all aspects of the University construction program. University policy prohibits discrimination against businesses on the basis of race, color, national origin, or gender; promotes and encourages full and open competition; and promotes equal access to contracting opportunities among the various contractors and vendors that do business with the University. The resources listed below help implement this policy.
- UNC Charlotte Construction Outreach Event – March 5, 2025
- UNC Minority Business Guidelines and Forms (2024)
- HUB Liaison/Coordinators Contact List
- HUB Forms – UNC HUB Certification for Award (to be Submitted with Request)
POLICIES AND GENERAL INFORMATION
- Board of Governors Deadlines for Capital and Property Submissions
- Capital Project Orientation Manual – 2018
- Capital Project Orientation Presentation – Oct-Nov 2019 Classes
- Capital Project Procedure Guidance NEW 12-12-2023
- Construction Contract Retainage
- Construction Manager-at-Risk Selection Procedures
- Construction Manager-at-Risk RFP documents
- Emergency Project Process
- Fire Code Requirements for Tents and Canopies on State Property
- High Performance Buildings Best Practices
- Space Planning Standards – 1998
- Space Planning Standards – Enrollment Driven Capital Needs – 1999
- Space Planning – Additional Space Planning Guidelines – 1999
- The University of North Carolina Design and Construction Guidelines w/Attachments
- Attachment 1 – Minimum Criteria and Procedures for Delegation
- Attachment 2 – UNC Web Advertisement Submission Information
- Attachment 3 – Designer Selection Procedures for UNC
- Attachment 4 – UNC Plan to Increase Utilization of Historically Underutilized Businesses
- Attachment 5 – UNC Standard Form of Agreement between Owner and Designer for Projects <$2M
- Attachment 6 – Design Letter Agreement
- Attachment 7 – Minority Business Participation Guidelines and Forms
- Attachment 8 – HUB Certification to be Submitted with Request for Award
- Attachment 9 – Construction Contract Checklist
- Attachment 10 – Instructions to Bidders and General Conditions (New!!! 2013 Version)
- Attachment 11 – Form of Proposal (Use SCO’s)
- Attachment 12 – Form of Construction Contract (Use SCO’s and edit Campus Atty for Atty Gen)
- Attachment 13 – UNC Change Order
- Attachment 14 – SCO Plan Review Exclusions
- Web Advertisement Instructions (Posting Design and Construction Solicitations)
QUICKLINKS
- Supplemental Conditions – Division 1 Template Revised 6-2021
- UNC Instructions to Bidders and General Conditions of the Contract (Contract Terms and Conditions) Revised 6-2021
- Form of Proposal (Use SCO form and edit for University use)
- UNC Construction Contract $500,000 to $4M (Download/Formal) This is the standard SCO form edited for University use. Revised 6-2021