SCHEDULE B – FORM OF SUBMISSION REQUEST FOR EXPRESSIONS OF INTEREST AND STATEMENTS OF QUALIFICATIONS This document is intended to provide information on the capacity, skill, and experience of the Contractor. Respondent may supplement information requested with additional sheets if required. Project Title: Construction Management Services – Grandview Heights Aquatic Complex Type of Pre-Qualification: Construction Manager at Risk Project No.: 1220-050-2012-039 Submitted To: Name: Kam Grewal, CMA, BBA, Corporate Audit Manager, Acting Purchasing & Accounts Payable Manager at the following location: Address: City of Surrey, City Operations Works Yard, Purchasing Section, 1st Floor, 6645 – 148th Street, Surrey, BC V3S 3C7 Fax: 604-599-0956 E-mail for PDF File: purchasing@surrey.ca A. SUBMITTED BY FIRM NAME: 1. Full Legal Name of Firm 2. Address 3 Phone No. 4 Email: Fax No. B. LEGAL STRUCTURE OF COMPANY: 5. Corporation 6. If Corporation/Partnership, year incorporated/organized: ___________________________. 7. Names and addresses of authorized signatories: C. 8. __________ Partnership __________ Individual ____________ FINANCIAL REFERENCES: Bank Name: Location: Contact Person(s): Phone No.: Fax No. Email: RFEOI/SOQ #1220-050-2012-039 Page 13 of 19 9. Bonding Firms Name: Address: Contact Person(s): Phone No.: Fax No. Email: 10. Insurance: Insurance Company: CGL Policy Limit: $ E&O Policy Limit $ Contact Person(s): Phone No.: 11. 12. Fax No. Annual value of construction work for the past five years: 20__________ $ 20__________ $ 20__________ $ 20__________ $ 20__________ $ List categories of work that your company normally performs with its own forces: _________________________________ __________________________________ _________________________________ __________________________________ _________________________________ __________________________________ 13. Principal Public Sector CMR projects completed in the past five years. Listed in Appendix “A”. (As attached) 14. Similar CMR or related projects completed. Listed in Appendix “B”. (As attached) 15. Major CMR projects underway as of this date. Listed in Appendix “C”. (As attached) 16. Key administrative/operational personnel proposed for the project, attach resume of qualifications and experience: (e.g. Principal in Charge, Project Manager, etc.) 17. Name: Title / Position: _________________________________ __________________________________ _________________________________ __________________________________ _________________________________ __________________________________ Site personnel proposed for the project, attach resume of qualifications and experience: (e.g. project manager, crew superintendent, etc.). Refer to the additional minimum qualification requirements indicated in Schedule A. RFEOI/SOQ #1220-050-2012-039 Page 14 of 19 Name: Title / Position: _________________________________ __________________________________ _________________________________ __________________________________ _________________________________ __________________________________ 18. Describe any capabilities that make your firm uniquely qualified to perform the services for this project. 19. Describe your firm’s process for assuring the project cost remains within the scope and budget. 20. Has your firm or any predecessor firm defaulted on a contract or had work terminated for nonperformance within the last five (5) years? If so, on a separate sheet describe the project, owner, date and circumstances/reasons. 21. Customer Service: Briefly describe your firm’s standards and associated process with respect to response time regarding resolution of service issues. This includes but is not limited to technical support, warranty claims, non-conformance and order placement issues. 22. Technical Support Service: Provide an overview of your technical support services available (i.e. product assessment, identification of specification changes and troubleshooting problems). RFEOI/SOQ #1220-050-2012-039 Page 15 of 19 23. Additional Information: What other information is not requested here but which you think the City should consider in evaluating your company? Comments This Submission is submitted this __________ day of _________________________, 2012. I/We have the authority to bind the Respondent. ___________________________________ ______________________________________ (Name of Respondent) (Name of Respondent) ___________________________________ ______________________________________ (Signature of Authorized Signatory) (Signature of Authorized Signatory) ___________________________________ ______________________________________ (Print Name and Position of Authorized Signatory) (Print Name and Position of Authorized Signatory) RFEOI/SOQ #1220-050-2012-039 Page 16 of 19 APPENDIX A PRINCIPAL PUBLIC SECTOR CMR PROJECTS COMPLETED IN THE PAST FIVE YEARS: Project Title: ______________________________________________________________ Project Location: ______________________________________________________________ Project Scope: ______________________________________________________________ Contract Value ($): ______________________________________________________________ Completion Date: ______________________________________________________________ Role (ie: General Contractor, Sub): ______________________________________________________________ Name of Owner (or Consultant): ______________________________________________________________ Refer To (Contact): ______________________________________________________________ Telephone/Fax Numbers: Phone: _______________________ E-Mail of Project Reference: ______________________________________________________________ Project Title: ______________________________________________________________ Project Location: ______________________________________________________________ Project Scope: ______________________________________________________________ Contract Value ($): ______________________________________________________________ Completion Date: ______________________________________________________________ Fax: ______________________ Role (ie: General Contractor, Sub): ______________________________________________________________ Name of Owner (or Consultant): ______________________________________________________________ Refer To (Contact): ______________________________________________________________ Telephone/Fax Numbers: Phone: _______________________ E-Mail of Project Reference: ______________________________________________________________ Project Title: ______________________________________________________________ Project Location: ______________________________________________________________ Project Scope: ______________________________________________________________ Contract Value ($): ______________________________________________________________ Completion Date: ______________________________________________________________ Fax: ______________________ Role (ie: General Contractor, Sub): ______________________________________________________________ Name of Owner (or Consultant): ______________________________________________________________ Refer To (Contact): ______________________________________________________________ Telephone/Fax Numbers: Phone: _______________________ E-Mail of Project Reference: ______________________________________________________________ RFEOI/SOQ #1220-050-2012-039 Fax: ______________________ Page 17 of 19 APPENDIX B SIMILAR CMR OR RELATED PROJECTS COMPLETED: Project Title: ________________________________________________________________ Project Location: ________________________________________________________________ Project Scope: ________________________________________________________________ Contract Value ($): ________________________________________________________________ Completion Date: ________________________________________________________________ Role (ie: General Contractor, Sub): ________________________________________________________________ Name of Owner (or Consultant): ________________________________________________________________ Refer To (Contact): ________________________________________________________________ Telephone/Fax Numbers: Phone: _______________________ E-Mail of Project Reference: ________________________________________________________________ Project Title: ________________________________________________________________ Project Location: ________________________________________________________________ Project Scope: ________________________________________________________________ Contract Value ($): ________________________________________________________________ Completion Date: ________________________________________________________________ Fax: ________________________ Role (ie: General Contractor, Sub): ________________________________________________________________ Name of Owner (or Consultant): ________________________________________________________________ Refer To (Contact): ________________________________________________________________ Telephone/Fax Numbers: Phone: _______________________ E-Mail of Project Reference: ________________________________________________________________ Project Title: ________________________________________________________________ Project Location: ________________________________________________________________ Project Scope: ________________________________________________________________ Contract Value ($): ________________________________________________________________ Completion Date: ________________________________________________________________ Fax: ________________________ Role (ie: General Contractor, Sub): ________________________________________________________________ Name of Owner (or Consultant): ________________________________________________________________ Refer To (Contact): ________________________________________________________________ Telephone/Fax Numbers: Phone: _______________________ E-Mail of Project Reference: ________________________________________________________________ RFEOI/SOQ #1220-050-2012-039 Fax: ________________________ Page 18 of 19 APPENDIX C MAJOR CMR PROJECTS UNDERWAY AS OF THE DATE OF SUBMISSION: Project Title: ________________________________________________________________ Project Location: ________________________________________________________________ Project Scope: ________________________________________________________________ Contract Value ($): ________________________________________________________________ Completion Date: ________________________________________________________________ Role (ie: General Contractor, Sub): ________________________________________________________________ Name of Owner (or Consultant): ________________________________________________________________ Refer To (Contact): ________________________________________________________________ Telephone/Fax Numbers: Phone: _______________________ E-Mail of Project Reference: ________________________________________________________________ Project Title: ________________________________________________________________ Project Location: ________________________________________________________________ Project Scope: ________________________________________________________________ Contract Value ($): ________________________________________________________________ Completion Date: ________________________________________________________________ Fax: ________________________ Role (ie: General Contractor, Sub): ________________________________________________________________ Name of Owner (or Consultant): ________________________________________________________________ Refer To (Contact): ________________________________________________________________ Telephone/Fax Numbers: Phone: _______________________ E-Mail of Project Reference: ________________________________________________________________ Project Title: ________________________________________________________________ Project Location: ________________________________________________________________ Project Scope: ________________________________________________________________ Contract Value ($): ________________________________________________________________ Completion Date: ________________________________________________________________ Fax: ________________________ Role (ie: General Contractor, Sub): ________________________________________________________________ Name of Owner (or Consultant): ________________________________________________________________ Refer To (Contact): ________________________________________________________________ Telephone/Fax Numbers: Phone: _______________________ E-Mail of Project Reference: ________________________________________________________________ RFEOI/SOQ #1220-050-2012-039 Fax: ________________________ Page 19 of 19