40.08 – Donated 服务 or Materials
老板:
- 位置: 董事、设施
- 电子邮件: facilities@casabo.net
最后更新: 2016年7月29日
A. 一般. The university may identify a donor wishing to offer a product or service in support of a given capital project, 而不是现金捐助. This policy addresses how and when such donations may be incorporated into a capital project.
Examples of the types of donations that may be encountered include:
A-1. 建筑 & 工程设计服务. Including but not limited to feasibility studies, all phases of design services (pre-design, 概念设计, 方案设计, 设计开发, 施工文件, 广告及中标, 施工监督), 现场调查, 测量, 岩土工程分析, and engineering analysis and design.
A-2. Construction Materials or 服务. Including but not limited to construction management, 建筑材料, 劳动, 和设备, to include completed construction projects, 或其部分.
B. 程序. 在所有情况下, anticipated donations must be in support of a recognized priority project approved by university executive leadership, to include the Vice President for Advancement and the Vice President for Infrastructure. All gifts will be reviewed and approved by the University of Idaho Foundation Gift Acceptance Committee, as well as the appropriate University departments, including but not limited to 设施, and must be approved as part of a project by the Vice President for Infrastructure or designee. (牧师. 7-16]
B-1. 建筑 & 工程设计服务. Proposed gifts of this type shall include the following steps:
a. Advancement or the college/unit upon identifying a potential donor will inform 设施 of the donor and the nature of the proposed gift.
b. 设施 will request a statement of qualifications (RFQ) from the donor. The RFQ typically will seek information regarding financial capacity, experience and past performance on similar projects, 设计团队资质, 以及其他相关信息.
c. 设施, in consultation with the college/unit involved, will determine the acceptability of the firm’s qualifications through review of the RFQ response, 还有一个面试演示, 如设施要求.
d. 设施 will negotiate contractual terms with qualified donors. All contracts will be based on standard AIA contract documents, as amended by the University. The contracts shall include the project scope, associated deliverables and milestones, 以及任何相关的费用表.
e. A 设施 project manager will oversee and coordinate the design process, including the incorporation of the donated services.
B-2. Construction Materials or 服务. Proposed gifts of this type shall include the following steps:
a. Advancement or the college/unit upon identifying a potential donor will inform 设施 of the donor and the nature of the proposed gift. 被考虑参加一个项目, potential donations must be identified early enough in the design process to inform the design process and be captured in the construction bid documents.
b. 设施 shall determine a suspense date during the design phase of a project, beyond which donations of 建筑材料 or services will not be accepted. All donations must be approved as provided in paragraph B above, prior to this suspense date. Potential donations must be screened and approved by 设施 as a condition precedent to approval of the gift. A potential donor’s lack of financial capability or bonding capacity, 过往表现欠佳, lack of similar experience or other similar factors may provide rationale to decline the gift offer.
c. 经批准的礼物, 设施 will manage contracting for the activity and will ensure appropriate construction contractual documents are established to govern the donation, whether established directly between the university and the donor, or between the construction manager/general contractor and the donor. Contract documents shall reflect the ability of the university or the construction manager/general contractor to execute the donor’s work by whatever means necessary in order to meet quality and schedule needs, and shall include a provision allowing for recovery of costs and other damages incurred due to a donor’s non-performance or other breach of agreed upon terms and specifications. In addition to the project contract documents, University and donor shall execute a right of entry or other appropriate agreement, to permit the donor to enter upon University property, 如果需要, and to generally describe the scope of the work or materials donated and document the value of the gift, which shall be based on the estimated cost of otherwise obtaining the materials or services for the project.