SUBCONTRACTOR PRE-QUALIFICATION APPLICATION
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1 APPLICATION SUBCONTRACTOR IDENTITY Date Submitted Company Name Complete Address Phone Number Contact Name Federal Tax ID # DUNS # Fax Number Address NAICS Code States Registered to do Business Include a copy of a completed W-9 form. Type of Company: Corporation Partnership Sole Proprietorship Joint Venture LLC DBA Individual List Company Officers: Chairman Vice President(s) President(s) Secretary Treasurer Date Company formed Number of Employees: Salaried Hourly Contract Value Summary: Applicable Year Backlog (at year end for prior years) Value of Contracts in Progress (at year end for prior years) Current Year $ $ $ Total Revenue Prior Year #1 $ $ $ Prior Year #2 $ $ $ Prior Year #3 $ $ $ Average contract value last three (3) years $ Largest single contract completed in last three (3) years: $ Size of projects preferred $ Project location preferred Does company have offices, plants or warehouses at other locations? Yes No If yes, list addresses. List trade(s) of work performed by company: UNION AFFILIATION Is company directly or indirectly signatory to any union labor agreements: Yes No If yes, list union affiliations Page 1 of 5
2 If yes, does company have a bond in place securing your payment of wages and fund contributions as required by your labor union agreement: Yes No BONDING CAPABILITY Is company able to bond projects? Yes No Bonding Rate % Single project limit: $ Aggregate limit: $ Value of current bonded contracts: $ Bonding Company/Address Agent Name/Phone # A.M. Best Financial Strength Rating of Surety: If company is able to bond, provide a letter from company s surety affirming surety s commitment to the single project and aggregate limits inserted above. INSURANCE INFORMATION Workers Compensation Experience Modifier: Current Experience Modifier (EMR): % Effective Date: (month and year) You are required to verify company current workers compensation experience modifier. If company experience modifier is.90 or higher, please provide a copy of additional information for up to the past four years. Referenced included sample certificate of insurance for Fortis minimum insurance requirements. Does company insurance coverage comply with the minimum requirements outlined in the included sample certificate of insurance? Yes No Submit, along with completed prequalification application, a sample certificate of insurance that is representative of company s current insurance coverage including general, automobile, excess, worker s compensation and employer liabilities. BANKING Bank Name: Number of Years with this Bank: Bank Address: Contact Name: Contact Phone Number: Does company have a line of credit from any lending institution? Yes No If yes what is amount of line of credit? $ Amount of available line of credit as of this date? $ Contact information of lending institution if different from bank listed above. Page 2 of 5
3 MBE/WBE/SBE/DBE/DVBE Check all that apply. Small Business Minority Owned Business Woman Owned Business Small Disadvantaged Business Veteran Owned Business Service Disabled Veteran Owned Business HUB Zone Business Large Certifying Agency(s) COMPLETED PROJECTS List four (4) representative projects completed in the last five (5) years. Project Name Contracting Company Contact Name / Phone Contract Amount Completion Date CURRENT PROJECTS List four (4) representative projects currently under construction. If necessary, include attachments listing completed projects, current projects, trade and client references. Project Name Contracting Company Contact Name / Phone Contract Amount % Complete TRADE REFERENCES List three (3) of your subcontractors or suppliers. Company Name Address Contact Name / Phone CLIENT REFERENCES List three (3) clients. Company Name Address Contact Name / Phone Page 3 of 5
4 COMPANY S COMMITMENT TO MITIGATING THE ENVIRONMENTAL IMPACTS OF CONSTRUCTION Does the company, have an environmental mission statement and/or policy? If so, please provide a copy. Yes No have a waste reduction and recycling program? If so, please provide a copy. Yes No educate employees and vendors about this program? Yes No participate in the salvage and/or reuse of waste materials? Yes No If so, please attach information on types, quantities, and destination(s). utilize recycled content construction materials? Yes No If yes, please attach information on types and quantities. SAFETY INFORMATION Please fill out Safety Pre-Qualification Form and attach to this submittal. OTHER INFORMATION In the past five (5) years, has company, operated under any other name? Yes No had any liens filed against it by any of its subcontractors, suppliers or taxing authority? Yes No had any judgments, claims, arbitration proceedings or suits against it or its officers? Yes No filed any lawsuits or request arbitration with regard to a construction contract? Yes No ever failed to complete a contract, been defaulted, or had a contract terminated? Yes No had liquidated damages assessed against it upon completion of a project? Yes No or any of its key people been a party to a bankruptcy or reorganization proceeding? Yes No or any of its key people been investigated for or found to have committed a violation of any labor laws? Yes No or any of its key people been investigated for or found to have committed a violation of state, federal, or local laws? Yes No had active or inactive exclusions associated with it or any key personnel as determined by the Federal Government Systems for Award Management (S.A.M.) Yes No Give details for any yes answer. (Use separate sheet if need.) Page 4 of 5
5 I hereby certify that the information herein is true and sufficiently complete so as not to be misleading: Signature Please include: _ Audited financial statements Print Name Title Date Contractor s License No. _ Key personnel resumes _ Insurance certificate _ Copy of all contractor s licenses _ W-9 form _ Surety letter _ Safety Pre-Qualification Form Submit to: Submit completed prequalification applications, certificates of insurance, resumes of key personnel, surety letter, W-9, and licenses by to: [email protected] Financial Statements: Please provide the last 3 years of audited financials that include balance sheets, statements of income and cash flows as well as the associated notes to the financial statements. Fortis agrees that all confidential information supplied by applicant will be accepted and maintained in confidence. SUBMISSION OF REQUESTED FINANCIAL INFORMATION IS A REQUISITE TO BECOMING A PREQUALIFIED SUBCONTRACTOR. Page 5 of 5
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