5-AISD Proposal Questionnaire.pdf

AISD Construction Proposal Questionnaire

Instructions. Please provide the following information in the sequence and format contained herein.

This form can be retyped at the Proposer’s option or an electronic version (MSWORD) of this questionnaire is available by contacting the AISD Purchasing Department at 806-326-1171.

Completed Questionnaires and accompanying information must be typed or copied on letter-size (8- 1/2” x 11”) paper and uploaded to the public purchase website, or hard copies of completed questionnaires and accompanying information may be submitted as required by the proposal instructions. To facilitate review by AISD, responses and accompanying information should be divided by tabs. Tabs should be organized sequentially and labeled with the Section numbers as outlined in the Questionnaire. Supplemental materials providing additional information may be included in the appropriate tabbed section.

Section 1 Basic Information

1. Name of firm

2. Address of principal office

3. Phone number, fax number and e-mail address of primary contact

4. Form of Business Organization (e.g., corporation, partnership, joint venture)

5. Year founded

6. Primary individual to contact

7. Number of years your organization been in business in construction in its current capacity

8. Number of years your organization been in business under its present name

9. Former names under which your organization operated

10. If your organization is a corporation, provide the following: date of incorporation, state of incorporation, President’s name, Vice-President’s name(s), Secretary’s name, and Treasurer’s name

11. If your organization is a partnership, provide the following: date of organization, type of partnership (if applicable), and the names of all general partner(s)

12. If your organization is individually owned, provide the following: date of organization and name of owner

13. If the form of your organization is other than those listed above, describe it and name the appropriate owners, officers, principals, etc.

14. List all subcontractors in which your organization has some ownership and list the categories of work those subcontractors normally perform.

Section 2 Experience

1. Provide a customer reference list of the organizations with whom your firm currently has contracts and has previously provided construction services of equal type and scope within the past five (5) years. You may identify up to three (3) such organizations as references. The customer list should include, company name, contact person, telephone number, project description, length of business relationship and background of project (year of project, summary of work performed, etc.). Specify in what capacity your firm participated. Of particular interest to AISD are those projects involving the construction and/or renovation of K-12 school facilities.

2. List total number of firm’s personnel, for the applicant office location, by skill group (e.g. project managers, estimators, project engineers, superintendents, etc.).

3. Name all key personnel that will be part of the construction team for this project and provide their cities of residence. Provide summary resumes for proposed project team members, including their specific experience with similar projects, and number of years with your company. Describe in detail the experience and expertise of each team member. Also indicate on your current project list where these key personnel are committed. (Note: Key personnel must be committed to this project for its duration unless approved in writing by the Owner.)

4. List all prior construction projects with AISD within the last seven (7) years, if any, and the dates such projects were complete.

5. List the categories of work that your organization normally performs with its own forces.

6. Claims and Suites

a. Has your organization ever failed to complete any work awarded to it?

b. Are there any judgments, claims, arbitration proceedings or suites pending or outstanding against your organization or its officers?

c. Has your organization filed any law suites or requested arbitration with regard to construction contracts within the last five years?

d. Within the last five years, has any officer or principal of your organization ever been an officer or principal of another organization when it failed to complete a construction contract? (If the answer is yes, please list details).

Section 3 Current Workload

1. List the construction projects your organization currently has in progress, giving the name and location of project, contract amount, percent complete, and scheduled completion date. Include name of owner and architect and their contact person with phone number.

2. State total worth of work in progress and under contract.

3. State the average annual amount of construction work performed during the past five years.

4. Please provide the following information relating to your bonding capacity and bonding company.

a. Per Project Limit

b. Aggregate Limit

c. Outstanding Bonds

Section 4 Safety Record

1. Provide your company’s safety Experience Modifier Rate (EMR). This must be on Insurance company letterhead and reflect your EMR effective for the start date of construction.

2. What Job Safety programs do you have and enforce for employees and guests to the construction site and how do you plan to administer same (personal protection gear, site protection, barriers, etc.).

3. Identify the safety team, and their duties for this project

Section 5 Financial Ability

1. Provide a financial description of your company supported by accurate and verifiable documentation. Documentation examples should include at a minimum the following but are not limited to:

a. Audited financial statements

b. Name of Firm preparing attached financial statement, and date thereof.

c. Bank letter of reference

d. Trade references

e. Name of Bonding Company and Name and address of agent.

f. Dunn and Bradstreet ratings

2. Is the attached financial statement for the identical organization named on page one? If not explain the relationship and financial responsibility of the organization whose financial statement is provided (e.g., parent-subsidiary).

3. Will the organization whose financial statement is attached act as guarantor of the contract for construction?

4. State whether your company is currently for sale or involved in any transaction to expand or to become acquired by another business entity. If so, please explain the impact both in organizational and directional terms.

5. State whether your company is currently in default on any loan agreement or financing agreement with any bank, financial institution, or other entity. If so, specify date(s), details, circumstances, and prospects for resolution.

Section 6 Licensing

1. List jurisdictions and trade categories in which your organization is legally qualified to do business, and indicate registration or license numbers, if applicable.

2. List jurisdictions in which your organization’s partnership or trade name is filed.