5-07 - Contractors Statement of Qualifications.pdf
PDF 275 KB Posted
- Attached to
- 2026 Concrete Replacement
- Solicitation number
- ITB 26-19283-AE
- Issued by
- Henderson County, Lubbock City, Texas
About this file
This is a Contractor's Statement of Qualifications form for the City of Lubbock, Texas's 2026 Concrete Replacement project, a competitive, sealed bid street maintenance initiative. The form requires individual contractors and joint ventures (limited to two firms) to submit comprehensive evaluation information at the time of bid submittal, with failure to provide the required documentation resulting in potential bid rejection. The document establishes evaluation criteria including financial capability demonstrated through bonding ability, technical experience on similar projects, safety commitment, quality of work with written philosophies and awards recognition, and conformance to contract documents as designed.
The qualifications form requires extensive documentation of contractor general information, organizational experience, proposed key personnel, and project experience. Contractors must identify their form of business, principal officers, employee count, annual revenue, years of construction experience as general contractors or joint venture partners, and any history of project defaults, bid releases, disqualifications, litigation, or contract refusals. Key personnel positions requiring biographical information and references include Project Manager, Project Superintendent, Project Safety Officer, and Quality Control Manager, with both primary and alternate candidates specified. The form mandates submission of major equipment lists, subcontractor and vendor information for firms representing more than 10 percent of contract value, project experience documentation from the past ten years, detailed project information forms for completed projects within the last five years, and descriptions of organizational approach to contract administration, subcontractor management, scheduling, cost control, quality management, site safety, change management, equipment management, and HUB/MWBE participation goals. Material misstatements on the qualifications forms may result in bid rejection or contract termination, with the firm liable for any additional costs, damages, and attorney's fees incurred by the Owner.
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Contractors Statement of Qualifications
Individual contractors and joint ventures submitting a bid must complete the following evaluation information for the
Project. Joint ventures shall be composed of not more than two firms and each firm must complete separate evaluations. Evaluation information must be submitted at time of bid submittal. Failure to submit the following
Bidder Evaluation information may result in the OWNER considering the bid non-responsive and result in rejection of the bid by the OWNER. Bidders are to provide any additional information requested by the OWNER.
In evaluating a firm's qualifications, the following major factors will be considered:
A. FINANCIAL CAPABILITY:
For this project, the CONTRACTOR'S financial capability to undertake the project will be determined by the
CONTRACTOR'S ability to secure bonding satisfactory to the OWNER.
B. EXPERIENCE:
Do the organization and key personnel have appropriate technical experience on similar projects?
C. SAFETY:
Does the organization stress and support safety as an important function of the work process?
D. QUALITY OF WORK:
(1) Does the organization have a commitment to quality in every facet of their work - the process as well as the product?
(2) Does the organization have a written quality philosophy and/or principles that exemplifies their work? If so, submit as Attachment "A".
(3) Has this organization ever received an award or been recognized for doing "quality" work on a project? If so, give details under Attachment "A".
E. CONFORMANCE TO CONTRACT DOCUMENTS:
(1) Does the organization have a commitment and philosophy to construct projects as designed and as defined in the Contract Documents?
The OWNER reserves the right to waive irregularities in determining the firm's qualifications and reserves the right to require the submission of additional information.
The qualifications of a firm shall not deprive the OWNER of the right to accept a bid, which in its judgement is the lowest and best bid, to reject any and all bids, to waive irregularities in the bids, or to reject nonconforming, non-responsive, or conditional bids. In addition, the OWNER reserves the right to reject any bid where circumstances and developments have in the opinion of the OWNER changed the qualifications or responsibility of the firm.
Material misstatements on the qualifications forms may be grounds for rejection of the firm's bid on this project. Any such misstatement, if discovered after award of the contract to such firm, may be grounds for immediate termination of the contract. Additionally, the firm will be liable to the OWNER for any additional costs or damages to the OWNER resulting from such misstatements, including costs and attorney's fees for collecting such costs and damages.
Complete the following information for your organization:
Contractor’s General Information
Organization Doing Business As
Business Address of Principle Office
Telephone Numbers
Main Number
Fax Number
Web Site Address
Form of Business (Check One) A Corporation A Partnership An Individual
If a Corporation
Date of Incorporation
State of Incorporation
Chief Executive Officer’s Name
President’s Name
Vice President’s Name(s)
Secretary’s Name
Treasurer’s Name
If a Partnership
Date of Organization
State whether partnership is general or limited
If an Individual
Name
Business Address
Identify all individuals not previously named which exert a significant amount of business control over the organization
Indicators of Organization Size
Average Number of Current Full Time
Employees
Average Estimate of Revenue for the
Current Year
Contractor’s Organizational Experience
Business Address of Regional Office
Name of Regional Office Manager
Telephone Numbers
Main Number
Fax Number
Web Site Address
Organization History
List of names that this organization currently, has or anticipates operating under over the history of the organization, including the names of related companies presently doing business:
Names of Organization From Date To Date
List of companies, firms or organizations that own any part of the organization.
Name of companies, firms or organization Percent Ownership
Construction Experience
Years experience in projects similar to the proposed project:
As a General Contractor As a Joint Venture Partner
Has this or a predecessor organization ever defaulted on a project or failed to complete any work awarded to it?
If yes provide full details in a separate attachment. See attachment No.
Has this or a predecessor organization been released from a bid or proposal in the past ten years?
If yes provide full details in a separate attachment. See attachment No.
Has this or a predecessor organization ever been disqualification as a bidder or proposer by any local, state, or federal agency within the last five years?
Is this organization or your proposed surety currently in any litigation or contemplating litigation?
Has this or a predecessor organization ever refused to construct or refused to provide materials defined in the contract documents?
Contractor’s Proposed Key Personnel
Proposed Project Organization
Provide a brief description of the managerial structure of the organization and illustrate with an organizational cart.
Include the title and names of key personnel. Include this chart at an attachment to this description. See attachment
No.
Provide a brief description of the managerial structure proposed for this project and illustrate with an organizational cart. Include the title and names of proposed key personnel and alternates. Include this chart at an attachment to this description. See attachment No.
Experience of Key Personnel
Provide information on the key personnel proposed for this project that will provide the following key functions.
Provide information for candidates for each of these positions on the pages for each of these key personnel. Also provide biographical information for each primary and alternate candidate as an attachment. The biographical information must include the following as a minimum: technical experience, managerial experience, education and formal training, work history which describes project experience, including the roles and responsibilities for each assignment, and primary language. Additional information highlighting experience which makes them the best candidate for the assignment should also be included.
Role Primary Candidate Alternate Candidate
Project Manager
Project Superintendent
Project Safety Officer
Quality Control Manager
If key personnel are to fulfill more than one of the roles listed above, provide a written narrative describing how much time will be devoted to each function, their qualifications to fulfill each role and the percentage of their time that will be devoted to each role. If the individual is not to be devoted solely to this project, indicate how time it to be divided between this project and their other assignments.
Proposed Project Managers
Primary Candidate
Name of Individual
Years of Experience as Project Manager
Years of Experience with this organization
Number of similar projects as Project Manager
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Estimated Project
Completion Date
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Name Name
Title/ Position Title/ Position
Organization Organization
Telephone Telephone
E-mail E-mail
Project Project
Candidate role on
Project
Candidates role on Project
Alternate Candidate
Name of Individual
Years of Experience as Project Manager
Years of Experience with this organization
Number of similar projects as Project Manager
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position
Organization Organization
Telephone Telephone
E-mail E-mail
Project Project
Proposed Project Superintendent
Name of Individual
Years of Experience as Project Superintendent
Years of Experience with this organization
Number of similar projects as Superintendent
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position
Organization Organization
Telephone Telephone
E-mail E-mail
Project Project
Years of Experience as Project Superintendent
Years of Experience with this organization
Number of similar projects as Superintendent
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position
Organization Organization
Telephone Telephone
E-mail E-mail
Project Project
Proposed Project Safety Officer
Name of Individual
Years of Experience as Project Safety Officer
Years of Experience with this organization
Number of similar projects as Safety Officer
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position
Organization Organization
Telephone Telephone
E-mail E-mail
Project Project
Years of Experience as Project Safety Officer
Years of Experience with this organization
Number of similar projects as Safety Officer
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position
Organization Organization
Telephone Telephone
E-mail E-mail
Project Project
Proposed Project Quality Control Manager
Name of Individual
Years of Experience as Quality Control Manager
Years of Experience with this organization
Number of similar projects as Quality Manager
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position
Organization Organization
Telephone Telephone
E-mail E-mail
Project Project
Years of Experience as Quality Control Manager
Years of Experience with this organization
Number of similar projects as Quality Manager
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position
Organization Organization
Telephone Telephone
E-mail E-mail
Project Project
Contractor’s Project Experience and Resources
Projects
Provide a list of major projects that are currently underway, or have been completed within the last ten years on
Attachment A
Provide a completed Project Information form (Attachment B) for projects that have been completed in the last five years which specifically illustrate the organizations capability to provide best value to the Owner for this project.
Include a completed Project Information form (Attachment B) for projects which illustrate the experience of the proposed key personnel.
Provide a description of your organizations approach to completing this project to provide best value for the Owner.
Including a description of your approach in the following areas:
1. Contract administration
2. Management of subcontractor and suppliers
3. Time management
4. Cost control
5. Quality management
6. Project site safety
7. Managing changes to the project
8. Managing equipment
9. Meeting HUB / MWBE Participation Goal
Equipment
Provide a list of major equipment proposed for use on this project. Attach Additional Information if necessary
Equipment Item Primary Use on Project Own Will
Buy Lease
Division of Work between Organization and Subcontractor
What work will the organization complete using its own resources?
What work does the organization propose to subcontract on this project?
Contractor’s Subcontractors and Vendors
Project Subcontractors
Provide a list of subcontractors that will provide more than 10 percent of the work (based on contract amounts
Name Work to be Provided Est. Percent of Contract
HUB/MWBE
Firm
Provide information on the proposed key personnel, project experience and a description of past relationship and work experience for each subcontractor listed above using the Project Information Forms.
Equipment Vendors
Provide a list of major equipment proposed for use on this project. Attach Additional Information if necessary
Vendor Name Equipment / Material Provided Furnish
Only
Furnish and
Install
HUB/M
WBE
Firm
Attachment A
Current Projects and Project Completed within the last 10 Years
Project Owner Project Name
General Description of Project:
Project Cost Date Project Completed
Key Project Personnel Project Manager Project Superintendent Safety Officer Quality Control
Manager
Name
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Name Title/ Position Organization Telephone E-mail
Owner
Designer
Construction Manager
Project Cost Date Project Completed
Key Project Personnel Project Manager Project Superintendent Safety Officer Quality Control
Manager
Name
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Name Title/ Position Organization Telephone E-mail
Owner
Project Cost Date Project Completed
Key Project Personnel Project Manager Project Superintendent Safety Officer Quality Control
Manager
Name
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Name Title/ Position Organization Telephone E-mail
Owner
Attachment B
Project Information
General Description of Project
Project Budget and Schedule Performance
Budget History Schedule Performance
Amount
% of Bid
Amount Date Days
Bid Notice to Proceed
Change Orders Contract Substantial Completion Date at Notice to Proceed
Owner Enhancements Contract Final Completion Date at Notice to Proceed
Unforeseen Conditions Change Order Authorized Substantial Completion Date
Design Issues Change Order Authorized Final Completion Date
Total Actual / Estimated Substantial Completion Date
Final Cost Actual / Estimated Final Completion Date
Key Project Personnel
Project Manager Project Sup Safety Officer Quality Control Manager
Name
Percentage of Time Devoted to the Project
Proposed for this Project
Did Individual Start and Complete the Project?
If not, who started or completed the project in their place.
Reason for change.
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Name Title/ Position Organization Telephone E-mail
Owner
Designer
Construction Manager
Surety
Issues / Disputes Resolved or Pending Resolution by Arbitration, Litigation or Dispute Review Boards
Number of Issues
Resolved
Total Amount involved in
Resolved Issues
Number of Issues
Pending
Total Amount involved in
Resolved Issues
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