Are there any judgments, claims, lawsuits, arbitration or mediation proceedings currently pending or outstanding against your firm, its officers or principals? If yes, explain: ____________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
Has your firm, its officers or principals filed any claims, lawsuits, arbitration or mediation proceedings with regard to construction contract within the last five years? If yes, explain: _______________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
5. Revenue
Projected revenue for this year and next year? 20__ $ ____________________ 20__ $ _____________________
Revenue for the last three years?
20__ $ ___________________________ 20__ $ _____________________ 20__ $ _____________________
Largest individual contract completed in each of the last three years?
20__ $ ____________________ Contracted with/Description _________________________________________
20__ $ ____________________ Contracted with/Description _________________________________________
20__ $ ____________________ Contracted with/Description _________________________________________
Are key supervisory personnel on these projects still with your firm? [ ] Yes [ ] No – Attach explanation Preferred contract size? $ _________________________ Current Backlog? $ _____________________________
6. Experience
Attach a list of your Current (Work In Progress) major contracts. Provide project name, location, owner, general contractor, contract amount, scope of work, start date and scheduled completion date. Include contact names and telephone numbers.
Attach a list of Completed (within last 5 years) major contracts. Provide project name, location, owner, general contractor, contract amount, scope of work, start date and completion date. Include contact names and telephone numbers.
Contracts with Hoffman within the last five years, if any? ______________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
Identify contract and building types your firm has worked with:
[ |
] Athletic |
[ |
] Correctional |
[ |
] Cultural/Museum |
[ |
] Destination/Hotel |
[ |
] Government |
[ |
] Healthcare |
[ |
] High Tech/Labs |
[ |
] Industrial |
[ |
] Parking Facilities |
[ |
] Renovation |
[ |
] Residential |
[ |
] Transportation |
[ |
] Design Assist |
[ |
] Design/Build |
[ |
] Guaranties Maximum Price |
|
|
Describe your firm’s design and/or in-house engineering capabilities, if any: _______________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
7. Employees & Labor Relations
Number of Employees:
|
Current Year & 3 Year Average |
|
Total |
|
Field |
Shop |
Office |
|
Current Year: 20__ |
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|
Average of previous 3 Years |
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|
|
|
|
|
|
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|
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|
|
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Labor unions your firm is signatory with, if any? |
[ ] |
None |
|
[ ] |
Below |
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Union Name and Local Number
If non-union, describe your firm’s labor acquisition methods and programs: ________________________________
_____________________________________________________________________________________________
Rev 11/1/10 |
HOFFMAN CONFIDENTIAL WHEN COMPLETED |
Page 2 of 5 |
8. Bidding Interest
What work do you normally perform with your own forces? ____________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
What geographical regions are you interested in bidding? _______________________________________________
_____________________________________________________________________________________________
North American Industrial Classification 2002 (NAICS), (e.g., 238210) ___ ___ ___ ___ ___ ___
(Visit www.census.gov/epcd/naics02/ for Classification)
Mark CSI Codes below to receive Invitations to Bid future work (F to Furnish and/or I to Install)
|
|
CSI |
Description |
|
|
|
CSI |
Description |
F |
|
I |
Code |
|
F |
|
|
I |
Code |
|
|
|
|
|
|
|
|
|
|
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01 45 23 |
Tests and Inspection |
|
|
|
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09 64 00 |
Wood Flooring |
|
|
|
01 74 23 |
Construction Cleaning |
|
|
|
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09 65 00 |
Resilient Flooring & Carpeting |
|
|
|
01 35 53 |
Site Temporary Security Services |
|
|
|
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09 66 00 |
Terrazzo |
|
|
|
02 41 00 |
Demolition |
|
|
|
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09 69 00 |
Access Flooring |
|
|
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02 45 00 |
Sawcutting |
|
|
|
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09 72 00 |
Wall Coverings |
|
|
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02 60 00 |
Contaminated Soils Removal |
|
|
|
|
09 90 00 |
Painting |
|
|
|
02 80 00 |
Hazardous Abatement |
|
|
|
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09 96 00 |
High Performance/Special Coatings |
|
|
|
03 20 00 |
Reinforcing Steel |
|
|
|
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10 11 00 |
Visual Display Boards |
|
|
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03 30 00 |
C-I-P & Structural Concrete |
|
|
|
|
10 14 00 |
Signage |
|
|
|
03 40 00 |
Precast Concrete |
|
|
|
|
10 21 00 |
Metal Toilet Compartments |
|
|
|
04 00 00 |
Masonry |
|
|
|
|
10 22 00 |
Operable Partitions |
|
|
|
04 40 00 |
Stone |
|
|
|
|
10 26 00 |
Wall and Corner Guards |
|
|
|
05 10 00 |
Structural Steel |
|
|
|
|
10 28 00 |
Toilet and Bath Accessories |
|
|
|
05 30 00 |
Metal Deck & Joists |
|
|
|
|
10 44 00 |
Fire Extinguishers and Cabinets |
|
|
|
05 50 00 |
Metal Fabrications |
|
|
|
|
10 51 00 |
Lockers |
|
|
|
05 70 00 |
Ornamental Metals |
|
|
|
|
11 13 00 |
Loading Dock Equipment |
|
|
|
06 10 00 |
Rough Carpentry |
|
|
|
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11 23 00 |
Laundry Equipment |
|
|
|
06 40 00 |
Finish Carpentry / Arch Woodwork |
|
|
|
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11 40 00 |
Food Service Equipment |
|
|
|
06 60 00 |
Plastic Fabrications |
|
|
|
|
11 52 00 |
Projection Screens & A-V Equip |
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|
|
07 10 00 |
Waterproofing |
|
|
|
|
12 20 00 |
Window Treatment |
|
|
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07 21 00 |
Insulation |
|
|
|
|
12 36 00 |
Countertops |
|
|
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07 24 00 |
Exterior Insulation & Finish System |
|
|
|
|
13 34 00 |
Metal Building Systems |
|
|
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07 40 00 |
Metal Roofing and Siding |
|
|
|
|
14 20 00 |
Elevators |
|
|
|
07 50 00 |
Roofing |
|
|
|
|
21 00 00 |
Fire Suppression |
|
|
|
07 60 00 |
Flashing & Sheet Metal |
|
|
|
|
22 00 00 |
Mechanical - Plumbing |
|
|
|
07 70 00 |
Roof Specialties and Accessories |
|
|
|
|
23 00 00 |
Mechanical - HVAC |
|
|
|
07 80 00 |
Fireproofing |
|
|
|
|
23 05 93 |
Testing, Adjusting and Balancing |
|
|
|
07 84 00 |
Firestopping |
|
|
|
|
25 00 00 |
Integrated Automation/Controls |
|
|
|
07 90 00 |
Sealants & Caulking |
|
|
|
|
26 00 00 |
Electrical |
|
|
|
07 95 00 |
Expansion Joint Cover Assemblies |
|
|
|
|
27 00 00 |
Communications |
|
|
|
08 11 00 |
Steel Doors and Frames |
|
|
|
|
28 00 00 |
Safety and Security |
|
|
|
08 14 00 |
Wood Doors |
|
|
|
|
31 00 00 |
Earthwork |
|
|
|
08 33 00 |
Coiling & Overhead Doors |
|
|
|
|
31 60 00 |
Piling, Shoring, Caissons |
|
|
|
08 40 00 |
Alum Entrances & Storefronts |
|
|
|
|
32 12 16 |
Asphaltic Concrete Paving |
|
|
|
08 60 00 |
Skylights |
|
|
|
|
32 13 00 |
Site Concrete |
|
|
|
08 71 00 |
Door Hardware |
|
|
|
|
32 14 00 |
Unit Pavers |
|
|
|
08 80 00 |
Glass and Glazing |
|
|
|
|
32 17 00 |
Pavement Markings & Bumpers |
|
|
|
08 90 00 |
Louvers and Vents |
|
|
|
|
32 30 00 |
Fences & Gates |
|
|
|
09 20 00 |
Lath and Plaster |
|
|
|
|
32 90 00 |
Landscaping and Planting |
|
|
|
09 20 00 |
Drywall |
|
|
|
|
33 00 00 |
Utilities |
|
|
|
09 30 00 |
Tile |
|
|
|
|
|
|
|
|
|
09 50 00 |
Acoustical Ceilings |
|
|
|
|
|
|
What percent of your work do you normally subcontract to others? ___________%
What work do you normally subcontract to others? ___________________________________________________
_____________________________________________________________________________________________
Rev 11/1/10 |
HOFFMAN CONFIDENTIAL WHEN COMPLETED |
Page 3 of 5 |
9. Safety
Workers’ Compensation Experience Modification Rate (EMR) for the last five (5) years?
20___ EMR:______ 20___ EMR:_______ 20___ EMR: ______ 20___ EMR:______ 20___ EMR:________
If any EMR above is greater than 1.00, explain cause and remedial action implemented: _____________________
_____________________________________________________________________________________________
Who is responsible for safety at your firm? __________________________________________________________
Their title, qualifications and experience? ___________________________________________________________
Do you have a written safety program? ______ Do you require yours subs to have a written safety program? _____
What does senior management do to actively promote your safety program? _______________________________
_____________________________________________________________________________________________
Any OSHA (Federal or State) Serious, Willful, and/or Repeat violations within last five (5) years? If yes, explain:
_____________________________________________________________________________________________
Any EPA (Federal or State) violations within last 5 years? If yes, explain: ________________________________
Provide the following information (similar to OSHA Form 300A) for the last five (5) years:
|
|
|
|
|
Number of Cases |
Number of Days |
|
|
|
Number |
Days |
Job |
Other |
Days |
Job |
|
Average |
Total |
of |
Away |
Transfer or |
Recordables |
Away |
Transfer or |
|
Deaths |
from |
Restriction |
|
from |
Restriction |
Year |
Number of |
Hours |
|
|
Work |
|
|
Work |
|
|
Employees |
Worked |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
(G) |
(H) |
(I) |
(J) |
(K) |
(L) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
|
|
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|
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|
|
10. References
Banking – Bank Name & Branch ______________________________________________ Since? _____________
City, Sate, Zip _________________________________________________________________________________
Contact Person _________________________________________ Telephone ______________________________
Credit Line Amount $ ______________ Amount Available $ ________________ Expiration Date _____________
UCC Filing? ______________________ How is credit secured? _________________________________________
Bonding – Bonding Company _________________________________________________ Since? _____________
Surety Broker/Agent ________________________________________________________ Since? _____________
Contact Person __________________________________________ Telephone _____________________________
Bonding Capacity – Per Project $ ___________________________ Aggregate $ ____________________________
Last Bond Issued – Date __________, Amount $ ______________ Type ____________________, Rate _______%
Persons or entities that provide indemnification to Surety _______________________________________________
Insurance – General Liability Carrier ____________________________________________ Since? ____________
Insurance Broker/Agent ______________________________________________________ Since? ____________
Contact Person __________________________________________ Telephone _____________________________
Dun & Bradstreet – D&B Number ____________________ D&B Rating __________ Date of Rating __________
Suppliers
A. Supplier Name & Location ____________________________________________________________________
Contact Person __________________________________________ Telephone __________________________
B. Supplier Name & Location ____________________________________________________________________
Contact Person __________________________________________ Telephone __________________________
C. Supplier Name & Location ____________________________________________________________________
Contact Person __________________________________________ Telephone __________________________
Rev 11/1/10 |
HOFFMAN CONFIDENTIAL WHEN COMPLETED |
Page 4 of 5 |
Contractors:
A. Contractor Name & Location ___________________________________________________________________
Contact Person __________________________________________ Telephone __________________________
B. Contractor Name & Location ___________________________________________________________________
Contact Person __________________________________________ Telephone __________________________
C. Contractor Name & Location ___________________________________________________________________
Contact Person __________________________________________ Telephone __________________________
11. Financial Information
**** IMPORTANT NOTE****
Provide COMPLETE copy of your firm’s latest Audited or Reviewed year-end Financial Statements (Balance Sheet, Income Statement, Cash Flow Statement, etc.) with Accountants’ Report including all footnotes.
Prequalification and/or evaluation of your firm can not be completed without this information. Access to your firm’s financial information will be restricted to Hoffman personnel directly involved with the prequalification and/or evaluation of your firm.
12. Additional Information
Provide any additional information that you feel will help us determine your qualifications: ____________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
What plan centers, publications, or other bid information sources does your firm utilize? ______________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
___________________________________________________________________________________________
The undersigned warrants and represents that the information provided herein is complete and accurate in all respects and explicitly authorizes the references identified herein to provide any additional information requested by Hoffman that it may require to complete its prequalification and/or evaluation process.
Company Name: ______________________________________________________________________________
Prepared By: _________________________________________ Title: __________________________________
(must be an officer or principal of the Company)
Signature: __________________________________________ Date: __________________________________
Reminders!
Have you attached List of Current and Completed Projects? (Section 6)
Have you provide all required Safety Information? (Section 9)
Have you attached COMPLETE Financial Statement including Accountants’ Report with footnotes? (Section 11)
Required explanations, if any?
Rev 11/1/10 |
HOFFMAN CONFIDENTIAL WHEN COMPLETED |
Page 5 of 5 |