ESBD_548091_1786380570073_RFB 2026-045 Prequalification Application.pdf

PREQUALIFICATION APPLICATION

Request is hereby made to prequalify for bid on the Old McGregor Ground Storage Tank Improvements

Bidding Organization – Company Name:

By:

Title:

Telephone ( ) e-Mail Date:

This form shall be submitted to:

CITY OF WACO

PURCHASING SERVICES

PO BOX 2570

WACO, TEXAS 76702

SUBMITTAL DATE: SEPTEMBER 9, 2026, 1:00 PM (CT)

SUMMARY OF ATTACHMENTS TO BE PROVIDED

A. Firm history B. Individuals that assisted in preparation of prequalification package C. Resumes and experience of key personnel D. Similar Projects Information and Pictures E. Organizational chart F. Description of work to be completed by bidding organization G. List of Major Subcontractor Experience and Resumes H. Construction projects currently under construction I. Bond Company Documentation J. Safety program K. Lost-time accident report

PREQUALIFICATION SCHEDULE

A. Mandatory Online Pre-Bid Meeting – 8/27/26, 10:00 AM (CT) (Bidding Organization Required – Subs Not Required) B. Site Visit – 8/28/26, 10:00 AM (CT) (Required for Bidding Organizations that have not previously visited the site; optional for those that have. Subcontractors are welcome but not required.)

C. Prequalification Submittal Due – 9/9/26, 1:00 PM (CT) D. Prequalification Response to Bidding Organization – 9/24/26, 5:00 PM (CT)

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A. GENERAL

1. Bidding Organization Doing Business As:

Business Address:

Telephone Number: ( ) e-mail:

Indicate as Applicable: Corporation

Partnership Sole Proprietorship

Principal Office Location:

Address:

Contact Person:

Telephone Number: ( ) e-mail:

2. 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:

3. If a PARTNERSHIP:

Date of organization:

State whether partnership is general or limited:

Name and address of each partner:

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4. If a SOLE PROPRIETORSHIP:

Name and business address:

5. Provide a brief history of the organization and attach to this form. Labeled as “Attachment

A”. This attachment should include, at a minimum:

Parent company name, if applicable Other names Bidding Organization is currently using, or has used in the past Years of experience in the industry

6. Provide a list of individuals that assisted in preparation of the prequalification package labeled as “Attachment B”.

7. Is your organization legally qualified to do business in Texas?

8. How many persons are employed full-time by your company?

9. Did this organization attend the mandatory online Pre-Bid Meeting?

10. Has the Bidding Organization previously visited the project site or attended the scheduled Site

Visit?

Date of Site Visit: ____________________

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B. EXPERIENCE & EQUIPMENT

1. Bidding Organization Key Personnel Experience: Provide qualifications of the project personnel who will perform key functions. Label as “Attachment C”. Minimum information to be contained on the resume* of each individual, if applicable, shall include: years with Bidding Organization, total years of related technical experience, managerial experience, education, position occupied on each assignment, description of duties on each assignment, professional registration and certification, professional societies and affiliations and number of years of related experience with the organization. The following positions on your project team shall be identified at this time and shall be binding throughout the duration of the project unless otherwise approved by the City of Waco.

KEY PROJECT PERSONNEL – GENERAL CONTRACTOR

Principal-in-Charge

Dedicated Project Manager (committed to, and performing, the work) Dedicated Project Superintendent (Site Superintendent) Dedicated Safety Officer

(*Resumes shall include (1) where person was employed for the last ten years and (2) detailed projects and experience for the last ten years)

2. Organizational Experience

a) How many years has your organization been in business as a construction company under your present business name? ____________________________________________

b) List any other names your organization has, does or anticipates operating under, including the names of related companies presently doing business:

c) How many years of experience in the proposed type and size of construction work has your organization had?

1) As a General Contractor:

2) As a Joint Venture Partner:

3) As a Subcontractor:

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d) Describe at least three (3) projects within the last ten (10) years for which the Bidding Organization completed the following work (include pictures if applicable and contact info for reference check as “Attachment D”). The AWWA D110 Type III concrete ground storage tank construction on each listed project must have been performed by the Bidding Organization’s own employees and not subcontracted.

Constructed an AWWA D110 Type III concrete ground storage tank with a capacity of at least 2 MG and a total construction value of at least $5 million. At least one of the three qualifying projects must have been completed in Texas.

a. Project Name & Location: ___________________________________________

Owner Contact Information:__________________________________________

Role: ____________________________________________________________

Project Cost: ______________________________________________________

Project Completion Date:_____________________________________________

Description of Project:

Indicate the capacity in which the Bidding Organization performed the tank construction (i.e. as the main contractor self-performing the tank construction or as a specialist/subconsultant):

How similar is the project in complexity and scope of work to the Old McGregor

GST Improvements Project:

b. Project Name & Location: ___________________________________________

Owner Contact Information:__________________________________________

Role: ____________________________________________________________

Project Cost: ______________________________________________________

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Project Completion Date:_____________________________________________

Description of Project:

Indicate the capacity in which the Bidding Organization performed the tank construction (i.e. as the main contractor self-performing the tank construction or as a specialist/subconsultant):

How similar is the project in complexity and scope of work to the Old McGregor

GST Improvements Project:

c. Project Name & Location: ___________________________________________

Owner Contact Information:__________________________________________

Role: ____________________________________________________________

Project Cost: ______________________________________________________

Project Completion Date:_____________________________________________

Description of Project:

Indicate the capacity in which the Bidding Organization performed the tank construction (i.e. as the main contractor self-performing the tank construction or as a specialist/subconsultant):

How similar is the project in complexity and scope of work to the Old McGregor

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GST Improvements Project:

e) Describe at least one (1) project within the last ten (10) years on which the proposed Project Manager managed the following work. Experience may have been obtained while employed by the Bidding Organization or another contractor. Include pictures, if applicable, and contact information for reference checks as “Attachment D.”

Constructed an AWWA D110 Type III concrete ground storage tank with a capacity of at least 2 MG and a total construction value of at least $5 million.

a. Project Name & Location: ___________________________________________

Owner Contact Information:__________________________________________

Role: ____________________________________________________________

Project Cost: ______________________________________________________

Project Completion Date:_____________________________________________

Description of Project:

Identify the proposed Project Manager’s employer and describe the capacity in which the proposed Project Manager served on the project:

How similar is the project in complexity and scope of work to the Old McGregor

GST Improvements Project:

f) Describe at least two (2) projects within the last ten (10) years on which the proposed Project Superintendent supervised the following work. Experience may have been obtained while employed by the Bidding Organization or another contractor. Include pictures, if applicable, and contact information for reference checks as “Attachment D.”

Constructed an AWWA D110 Type III concrete ground storage tank with a capacity of at least 2 MG and a total construction value of at least $5 million.

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a. Project Name & Location: ___________________________________________

Owner Contact Information:__________________________________________

Role: ____________________________________________________________

Project Cost: ______________________________________________________

Project Completion Date:_____________________________________________

Description of Project:

Identify the proposed Project Superintendent’s employer and describe the capacity in which the proposed Project Superintendent served on the project:

How similar is the project in complexity and scope of work to the Old McGregor

GST Improvements Project:

b. Project Name & Location: ___________________________________________

Owner Contact Information:__________________________________________

Role: ____________________________________________________________

Project Cost: ______________________________________________________

Project Completion Date:_____________________________________________

Description of Project:

Identify the proposed Project Superintendent’s employer and describe the

RFB 2026-045 Page 27 capacity in which the proposed Project Superintendent served on the project:

How similar is the project in complexity and scope of work to the Old McGregor

GST Improvements Project:

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3. Organizational Structure

a) Provide a brief description of the structure of your organization with a block schematic diagram (i.e., organizational chart). Include titles and names of key personnel. Label as “Attachment E”.

b) In the past ten years, has any officer or partner of your organization been an officer or partner of some other organization that failed to complete a construction contract?

(Include the specific year(s) of the occurrence(s) in your answer.)

If so, state name of individual, current title, other organization and provide details:

c) In the past ten years, has any officer or partner of your organization failed to complete a construction contract for which he was Principal-in-Charge, Project Manager or Project Superintendent? (Include the specific year(s) of the occurrence(s) in your answer.)

If so, state name of individual, current title and provide details:

d) In the past ten years, has your organization failed to complete any work awarded to it?

(Include the specific year(s) of the occurrence(s) in your answer.)

If so, provide details:

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e) In the past 10 years, has your organization been released from a bid? (Include the specific year(s) of the occurrence(s) in your answer.)

If so, list the name of the project, owner’s name, address, phone number and state the reasons for each occurrence:

f) Is your organization currently engaged in litigation with respect to any claim regarding contract performance?

g) In the past ten years, has your organization been assessed liquidated damages? (Include the specific year(s) of the occurrence(s) in your answer.)

If so, provide details, including the project name, contact name, phone number and owner’s name, address and phone number:

h) In the past ten years, has your organization had a contract terminated for cause? (Include the specific year(s) of the occurrence(s) in your answer.) ________________________

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i) In regard to questions b) through h); have any of these occurred with the City of Waco?

If so, provide details about the project; circumstances in which this occurred; and the final outcome or resolution.

j) What percentage of this project do you, as the bidding organization, anticipate performing?

k) Provide a description of the Work that will be completed by your organization’s work force for this project. If additional space is needed, label “Attachment F”.

l) MAJOR SUBCONTRACTORS - Provide a list of Major subcontractors that the Bidding Organization proposes to utilize for the requested project. Contractors may not have selected their subcontractors by this time and are therefore allowed to submit multiple subcontractors for review. If submitting multiple subcontractors, then the Bidding Organization is required to provide the required information for each subcontractor. The Bidding Organization will be provided a list of approved subcontractors when notified of their prequalification status (Pass or Fail). The Contractor’s final selection of a subcontractor must come from this approved list.

“Major” subcontractors are defined as any contractor installing: 1) Civil & Yard Piping, 2) Electrical, 3) Instrumentation and Controls.

Provide a list of Major subcontractors and category below (If additional space is required, include as “Attachment G”).

For each Major subcontractor, provide the resumes of the Project Manager and Project Superintendent, the company name, scope of work to be performed on this project, contact information, brief description of proposed services, key staff, and years in business.

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For the Civil & Yard Piping Subcontractor provide the following information:

Describe at least three (3) projects within the last ten (10) years for which the Civil & Yard Piping Subcontractor completed the following work (include pictures if applicable and contact info for reference check as “Attachment G”):

Completed a project requiring the installation of AWWA C303, C151, or C900 waterlines sized 24 inches or greater and having a total construction value of at least $3 million. At least one of the three qualifying projects must have been completed in Texas.

a. Project Name & Location: ___________________________________________

Owner Contact Information:__________________________________________

Role: ____________________________________________________________

Project Cost: ______________________________________________________

Project Completion Date:_____________________________________________

Description of Project:

Indicate in what capacity (i.e. as performing main contractor, main contractor managing a specialist/subconsultant, or specialist/subconsultant) you performed the above work:

How similar is the project in complexity and scope of work to the Old McGregor

GST Improvements Project:

b. Project Name & Location: ___________________________________________

Owner Contact Information:__________________________________________

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Role: ____________________________________________________________

Project Cost: ______________________________________________________

Project Completion Date:_____________________________________________

Description of Project:

Indicate in what capacity (i.e. as performing main contractor, main contractor managing a specialist/subconsultant, or specialist/subconsultant) you performed the above work:

How similar is the project in complexity and scope of work to the Old McGregor

GST Improvements Project:

c. Project Name & Location: ___________________________________________

Owner Contact Information:__________________________________________

Role: ____________________________________________________________

Project Cost: ______________________________________________________

Project Completion Date:_____________________________________________

Description of Project:

Indicate in what capacity (i.e. as performing main contractor, main contractor managing a specialist/subconsultant, or specialist/subconsultant) you performed the above work:

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How similar is the project in complexity and scope of work to the Old McGregor

GST Improvements Project:

Describe at least one (1) project within the last ten (10) years for which the Civil & Yard Piping Subcontractor’s Project Manager completed the following work (include pictures if applicable and contact info for reference check as “Attachment G”):

Completed a project requiring the installation of AWWA C303, C151, or C900 waterlines sized 24 inches or greater and having a total construction value of at least $3 million.

a. Project Name & Location: ___________________________________________

Owner Contact Information:__________________________________________

Role: ____________________________________________________________

Project Cost: ______________________________________________________

Project Completion Date:_____________________________________________

Description of Project:

Indicate in what capacity (i.e. as performing main contractor, main contractor managing a specialist/subconsultant, or specialist/subconsultant) you performed the above work:

How similar is the project in complexity and scope of work to the Old McGregor

GST Improvements Project:

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Describe at least two (2) projects within the last ten (10) years on which the Civil & Yard Piping Subcontractor’s proposed Project Superintendent supervised the following work.

(include pictures if applicable and contact info for reference check as “Attachment G”):

Completed a project requiring the installation of AWWA C303, C151, or C900 waterlines sized 24 inches or greater and having a total construction value of at least $3 million.

a. Project Name & Location: ___________________________________________

Owner Contact Information:__________________________________________

Role: ____________________________________________________________

Project Cost: ______________________________________________________

Project Completion Date:_____________________________________________

Description of Project:

Indicate in what capacity (i.e. as performing main contractor, main contractor managing a specialist/subconsultant, or specialist/subconsultant) you performed the above work:

How similar is the project in complexity and scope of work to the Old McGregor

GST Improvements Project:

b. Project Name & Location: ___________________________________________

Owner Contact Information:__________________________________________

Role: ____________________________________________________________

Project Cost: ______________________________________________________

Project Completion Date:_____________________________________________

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Description of Project:

Indicate in what capacity (i.e. as performing main contractor, main contractor managing a specialist/subconsultant, or specialist/subconsultant) you performed the above work:

How similar is the project in complexity and scope of work to the Old McGregor

GST Improvements Project:

m) What construction projects does your organization currently have under contract? Provide the name and location of each project, name of owner and their construction manager, description of project, the anticipated completion date, contract amount and list of current disputes and/or claims. (If additional space is required, include as “Attachment H”).

List any other business(es) your organization actively participates in?

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4. Equipment

a) List the major types of construction equipment your organization would propose to use on the proposed work:

b) Which of these items of equipment does your organization own, and state whether or not this equipment will be available when needed for the proposed work?

c) List the major items of equipment which your organization would typically lease:

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C. CONTRACTOR’S FINANCIAL STATUS

Attach documentation showing that a bonding company will issue performance and payment bonds to the submitter if the contract is awarded as “Attachment I”. The bonding company must meet the following standards: complied with the laws and regulations of the U.S. Department of the Treasury under Title 31 U.S.C. 9304-9308 of the United States Code (“T-listing”) and be included as an acceptable surety on federal bonds in the Department of the Treasury’s Listing of Approved Sureties (Department Circular 570).

1. What is your organization’s approximate total bonding capacity?

Approximately what percentage is currently committed to other work?

2. What is the name, address, and telephone number of your organization’s primary bonding company?

3. Does your organization intend to use this company as Surety?

If not, who does your organization intend to use? Provide Surety’s name, address and telephone number.

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D. SAFETY RECORD

1. Describe the permanent safety program maintained within your organization. (Provide your organization’s prepared safety statement, program or policy, if available, and label as “Attachment J”).

2. What is the approximate total dollar value of OSHA safety violation citations charged against your organization over the past five years?

3. Provide specific details for each OSHA citation received within the past five years.

4. Provide a report summarizing the Bidding Organization’s lost-time accidents for the previous three (3) years. If additional space is required, include it as “Attachment K.”

E. AFFIDAVITS

AT LEAST ONE OF THE FOLLOWING THREE AFFIDAVITS MUST BE EXECUTED. ANY AFFIDAVIT THAT IS NOT

APPLICABLE TO YOUR ORGANIZATION SHOULD BE LEFT BLANK.

F. INSURANCE

Insurance and Indemnification requirements are listed in Appendix C for this Request for Bids. By checking the box below, you certify that you will meet the minimum insurance requirements listed in Appendix C and that, if awarded the contract for the Old McGregor Ground Storage Tank Improvements, you will provide your Certificate of Insurance to the City of Waco and fulfill all other insurance requirements listed in Appendix C.

☐ I certify the above statement.

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PREQUALIFICATION APPLICATION:

AFFIDAVIT FOR CORPORATION (1)

State of § County of §

, being duly sworn deposes and states:

That he/she is of the , the corporation submitting the foregoing statement of experience and financial condition; that he/she has read the same;

and that the same is true and correct.

Signature

Signed and sworn to before me this day of, 20

Notary Public

My commission expires:

Note: Use full corporate name and attach corporate seal.

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AFFIDAVIT FOR PARTNERSHIP (2)

, being duly sworn deposes and states:

That he/she is of the , the partnership submitting the foregoing statement of experience and financial condition; that he/she has read same; and that same is true and correct.

Note: Use full corporate name and attach corporate seal.

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AFFIDAVIT FOR SOLE PROPRIETORSHIP (3)

, being duly sworn and deposes and states:

That he/she the person submitting the forgoing statement of experience and financial condition; that he/she has read same; and that same is true and correct.

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