PART 1 – General & Financial Summary
1. General Information
Person(s) Name to Contact
Telephone Number
Fax Number:
Email Address
2. Licensing – indicate licenses you hold that are required for you to perform your services
License Type / Name
State
Number
3. Performance Classification
Sub-tier Contractor
Supplier
4. Areas of Specialization {By CSI (Construction Specification Institute) Division}
02 - Excavation
07 - Thermal / Moisture Protection
12 - Furnishings
03 - Concrete
08 - Doors and Windows
13 - Special Construction
04- Masonry
09 - Finishes
14 - Conveying Systems
05 - Metals
10 - Specialties
15 - Mechanical
06 - Wood and Plastics
11 - Equipment
16 - Electrical
5. Industry Classification Codes and Numbers
6. Financials – ATTACH your most current financial statement (only if anticipated contract values are over $250,000)
Bank Reference
Contact Person
Phone
Bonding Company
Contact Person
Phone
Bond Limit per Project
Aggregate Bond Limit
Gross Revenue Last Year
Current Backlog
Indicate the % of Government
Work Performed Last Year
Current DUNS Rating
Attach Narrative Explanation as required to YES answers:
Has your firm ever failed to complete any work awarded?
yes
no
Are their any judgments, claims, arbitrations or suits pending or outstanding against your company?
yes
no
Has your firm filed any law suit, or requested arbitration against a contract within the last 3 years?
yes
no
Can your Accounting system adequately separate cost for Change Order or Time and Material Work?
yes
no
7. Size and Classification (mark all that apply)
8. Volume History (record total sales for each of the last three years)
Part 2 – Contractor Performance History
1. Project Name
A. Date Completed
B. Client Name
C. Phone Number
D. Dollar Value of Project
E. Description of Project
2. Project Name
A. Date Completed
B. Client Name
C. Phone Number
D. Dollar Value of Project
E. Description of Project
3. Project Name
A. Date Completed
B. Client Name
C. Phone Number
D. Dollar Value of Project
E. Description of Project
4. Project Name
A. Date Completed
B. Client Name
C. Phone Number
D. Dollar Value of Project
E. Description of Project
Part 3 – Environmental, Safety, Health and Quality
1. Experience Rating and Work Hour Summary
EMR: List your Company’s Experience Modification Rate (EMR) or Workman’s Compensation Risk Rating, the average number of employees and the total number of hours worked for the three most recent completed years, Including year to date numbers for the current year. Additionally, provide the average number of employees and the total hours worked by all employees on an annual basis each of the last three (3) years and total hours worked and a three (3) average in each category.
2. OSHA/WISHA Citation (Violation) History :
Submit copies of all citations your company has received in the last 3 years:
3. Key Supervisory Personnel:
List the key Environmental, Safety, Health and Quality personnel planned for this project.
4. General Questions:
4.1 Safety Meetings
4.2 Safety Inspections
A. Do you conduct project safety inspections?
:
YES
NO
B. If yes, who conducts this inspection?
Safety Manager
Project Manager
QA Manager
C. How Often?
Weekly
Bi-Weekly
Monthly
Less Often, As needed
4.5 Cited Environmental, Safety and Health Violations:
4.6 New Hire Orientation:
5. Environmental, Safety and Health Program Compliance
ASTM
NEN 2646
BS5750
MIL-I-45028
ISO-9000
ASME NQA-1
Corp of Engineers
Others
6.5 Identify the number of Certified Inspectors within your employ,
the disciplines they are certified to inspect and the certification criteria they were tested to.
Quantity
Discipline
Certification Criteria