contractor’s pre-qualification questionnaire · 1/6/2012 page 2 of 17 contractor’s...

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CONTRACTOR’S PRE-QUALIFICATION QUESTIONNAIRE

CONTRACTOR: _______________________________________________

TORONTO DISTRICT SCHOOL BOARD

Purchasing & Distribution Services – Facilities ISO 9001:2008 Registered

15 Oakburn Crescent, Toronto, Ontario M2N 2T5 Telephone: (416) 395-4592 Fax: (416) 204-5476

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CONTRACTOR’S PRE-QUALIFICATION QUESTIONNAIRE This document is intended to provide information on the capacity, skill, and experience of the Contractor. Applicants may supplement information requested with additional sheets if required. 1. Submitted by:

Firm Name: _____________________________________________________________ Address: ________________________________________________________________ Phone: ________________ Fax: _________________ e-mail: _________________

Note: Effective January 01, 2002 it is the Board’s intention to use e-mail to distribute where possible all Purchasing related documents.

2. Legal Structure of Contractor:

Year Established: _________________________________________________________

Joint Venture Corporation Partnership Registered Sole Proprietor

Other: ____________________________________________________________

Names and Titles of Officers, Partners, Principal: ________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________

3. Financial References:

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a) Bank Name:

____________________________________________________________

Location: _______________________________________________________________ Contact Person(s): ________________________________________________________ Phone: ________________ Fax: _________________ e-mail: _________________

b) Bonding Company: _________________________Bonding Limit:

__________________ Location: _______________________________________________________________ Contact Person(s): ________________________________________________________ Phone: ________________ Fax: _________________ e-mail: _________________

* Bonding is required on all projects >$10,000

c) Insurance Company: ______________________________________________________ Location: _______________________________________________________________ Contact Person(s): ________________________________________________________ Phone: ________________ Fax: _________________ e-mail:_________________

4. Identify with a (), the geographical area within the Metropolitan Toronto region that

your firm prefers to work in.

Northeast region Northwest region Southeast region Southwest region All regions

5. Identify with a (), the size of projects your firm wishes to be considered for.

$0 – $50,000 $50,000 – $100,000 $100,000 – $200,000 $200,000 – $500,000 Greater than $500,000 Service Work

6. Previous School Board Experience Yes____ No____ Name of School Board(s) _______________________________

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7. Key office personnel to be assigned to projects: (Attach résumé of qualifications and experience)

Name Position

Period Employed

8. Key site supervisory personnel to be assigned to projects:

(Attach resume of qualifications and experience)

Name Position

Period Employed

9. List and provide copies of all current valid licenses that have been issued to you by the Toronto

Licensing Commission. License # Description of License Expiry Date ________ ____________________________________ __________________ ________ ____________________________________ __________________ ________ ____________________________________ __________________ ________ ____________________________________ __________________ ________ ____________________________________ __________________ ________ ____________________________________ __________________

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10 a. List the trades people who are currently employed by you, who possess Certificate of Qualifications and or trades licenses for any of the above licenses and provide copies of them.

Employee Name Certificate # Certificate Description Expiry Date _____________________ __________ _______________________ ___________ _____________________ __________ _______________________ ___________ _____________________ __________ _______________________ ___________ _____________________ __________ _______________________ ___________ _____________________ __________ _______________________ ___________ _____________________ __________ _______________________ ___________ _____________________ __________ _______________________ ___________ 10 b. List the trades people who are currently employed by you, who possess additional

certification (or licenses) not covered above and provide copies of them. Employee Name Certificate # Certificate Description Expiry Date _____________________ __________ _______________________ ___________ _____________________ __________ _______________________ ___________ _____________________ __________ _______________________ ___________ _____________________ __________ _______________________ ___________ 10 c. Apprentice(s) on staff:

Name Trade Description

Registration #

10. All workers on TDSB sites must have undergone a Police Reference Check and be in

possession of proof of this when on site (including sub-contractors). Have your employees obtained valid Reference Checks? Yes _____ No ___ If no, are you willing to obtain the necessary Reference Checks? Yes __ No ___ 11. List all the Voluntary Recognition Agreements that you are signatory to and provide a

recent letter from the Union stating that you are in good standing and bound to their collective agreement.

Local # Name of Local Date of Signature ______ _______________________________________________ __________________ ______ _______________________________________________ __________________ ______ _______________________________________________ __________________ ______ _______________________________________________ __________________

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12. Identify any areas in which your company or staff has been cited or charged for non-compliance within the last five years in the areas of licensing, qualification or agreements. Please provide details of these events in the space provided or as an attachment.

__________________________________________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ 13. Provide us with a list of subcontractors that you are currently using on projects and their

union affiliation. Name of Company (sub trade) Trade TLC License # _______________________________ __________________ _____________ _______________________________ __________________ _____________ _______________________________ __________________ _____________ _______________________________ __________________ _____________ _______________________________ __________________ _____________ _______________________________ __________________ _____________ _______________________________ __________________ _____________ 14. Detail facilities, equipment and vehicles owned to carry out work:

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15. State trade and specialty discipline(s) and minimum/maximum value of work that you are prepared to undertake:

Trade/Specialty Discipline(s)

Minimum/Maximum Value

The next two (2) sections pertain only to mechanical and electrical contractors. If you are neither, proceed to question 17.

If you are a mechanical contractor fill out the additional information below:

Column 1: Yes / No

“Yes” in this column means you are interested to bid this type of project and is your area of strength & expertise. “No” means you are not interested to bid this type of project. Column 2: Own Force Check the box “Own Force” with “X” means you are using your own force to carryout the type of project Column 3: Use Sub-Contractor Check the box “Use sub-contractor” with “X” means you are using sub-contractor to carryout this type of project Type of Project Yes / No Own Force Use Sub-

Contractor Boiler / Pump / Heat Exchanger

Chiller / Cooling Towers

AHU (indoor & rooftop)

Hot Water Heating piping / Steam Piping / Terminal Units

Condensing Unit / Refrigeration piping

Saw Dust Collector

Plumbing & Drainage / Washroom upgrade

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If you are an electrical contractor please fill out the additional information below:

Column 1: Yes / No

“Yes” in this column means you are interested to bid this type of project and is your area of strength & expertise. “No” means you are not interested to bid this type of project. Column 2: Own Force Check the box “Own Force” with “X” means you are using your own force to carryout the type of project Column 3: Use Sub-Contractor Check the box “Use sub-contractor” with “X” means you are using sub-contractor to carryout this type of project Type of Project Yes / No Own Force Use Sub-

Contractor General Type Electrical Work

High Voltage Switchgear and Primary Transformers

Primary and/or Secondary Switchgear

Fire Alarm Systems

Integrated Public Address/Telephone Systems

***Workplace Electrical Safety***

For all electrical work and in addition to other applicable electrical standards, including high voltage # sub-station work, electrical contractors performing work for TDSB must have the appropriate "CSA Z462-08" training, clothing and equipment.

16. Approximate value of projects/service contracts completed in each of the last five years:

20___ $___________________________ 20___ $_____________________________ 20___ $___________________________ 20___ $_____________________________ 20___ $___________________________

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17. Principal projects completed over the last five years listing school boards and institutions first:

a) Project Title/Service Contracts and Location:___________________________________

________________________________________________________________________ Description: ________________________ Project Value:

$_______________________ Owner: ____________________________ Date Completed: _____________________ Refer to: ___________________________ Phone: ___________ Email: _____________ Fax: ___________ Consultant: ______________________________________________________________ Refer to: ___________________________ Phone: ___________ Email: _____________ Fax: ___________

b) Project Title/Service Contracts and Location: ___________________________________ ________________________________________________________________________ Description: ________________________ Project Value:


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c) Project Title/Service Contracts and Location: ___________________________________



d) Project Title/Service Contracts and Location: ___________________________________ ________________________________________________________________________ Description: ________________________ Project Value:

$_______________________ Owner: ____________________________ Date Completed:______________________ Refer to: ___________________________ Phone: ___________ Email: _____________ Fax: ___________ Consultant: ______________________________________________________________ Refer to: ___________________________ Phone: ___________ Email: _____________ Fax: ___________

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e) Project Title/Service Contracts and Location: ___________________________________


$_______________________ Owner: ____________________________ Date Completed:

______________________ Refer to: ___________________________ Phone: ___________ Email: _____________ Fax: ___________ Consultant: ______________________________________________________________ Refer to: ___________________________ Phone: ___________ Email: _____________ Fax: ___________

f) Project Title/Service Contracts and Location: ___________________________________



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18. Principal projects currently in progress listing school boards and institutions first: a) Project Title and Location:

__________________________________________________ ________________________________________________________________________ Description: ________________________ Project Value:

$_______________________ Owner: ____________________________ % Complete: _________________________ Refer to: ___________________________ Phone: ___________ Email: _____________ Fax: ___________ Consultant: ______________________________________________________________ Refer to: ___________________________ Phone: ___________ Email: _____________ Fax: ___________

b) Project Title and Location:



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c) Project Title and Location:



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To be considered, the following documents must also accompany the Contractor’s Pre-qualification Questionnaire: 1. Copy of current provincial government Certificates of Qualification and/or trade licenses

covering tradespeople, officers of firm and apprentices listed in this questionnaire. 2. Copies of all current Toronto Licensing Commission licenses. 3. A letter from the bank detailing your credit rating. The letter should include the number of

years of association, payment record, credit extended and general rating of account.

4. A letter from your Bonding Company who is a licensed surety to do business in Ontario stating your bonding capacity.

5. A certificate of insurance from the Insurance Agent confirming a minimum of $1,000,000

each for Comprehensive Public Liability and Property Damage Insurance Covering per occurrence.

6. Workers Compensation Certificate of Clearance and CAD 7 calculations indicating the

firm’s injury frequency over the last five years. 7. Proof of WHMIS training, Asbestos training. 8. A description of the firm’s Health and Safety Program. 9. Proof of union affiliation (letter from the Local). 10. Signed Agreement to Abide by Established Process Form ACKNOWLEDGMENT I declare that the information provided is true and correct to the best of my knowledge: ______________________________________________________________________________ Authorized Signature ______________________________________________________________________________ Date ______________________________________________________________________________ Print Name ______________________________________________________________________________ Title Affix corporate seal if an incorporated company.

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SUBMIT THIS PRE-QUALIFICATION QUESTIONNAIRE TO:

Toronto District School Board Purchasing & Distribution Services

Attn: Assistant Manager – Facility Contract Services 15 Oakburn Crescent, East Building

North York, Ontario, M2N 2T5

AGREEMENT TO ABIDE BY ESTABLISHED PROCESS The Board is advising the Board’s trustees, staff and agents that the integrity of the process requires observance of the following ground rules: 1. All communications, including requests for information, between suppliers/contractors and

the Board must be between only the representatives of the Board and each supplier/contractor who has been authorized and designated for that particular purpose.

2. Apart from the communications between and among the designated representatives, there

must be no communication between the Board and any representative of the supplier/contractor, and no giving of information with respect to the bidding processes and the final Agreement.

3. Any attempt on the part of any supplier/contractor, or any of its employees, agents, or

representatives to contact any persons other than the designated representatives with respect to the bid call or any action or violation of the above requirements will be grounds for disqualification, and the Board may, in its discretion, in addition to any other rights or remedies available at law, reject any potential or actual bid or proposal submitted by that supplier.

Suppliers/contractors must accept and agree to observe the contents of this “Agreement to Abide by the Established Process”, inform their staff thereof, and ensure their compliance therewith. This agreement must be signed by a person who has the authority to bind the supplier and be submitted with the proposal. Certification:

Company Name

Accepts, and undertakes to ensure compliance with the terms of the Agreement to Abide by the Established Process.

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Signature of responsible officer

Accounts Payable Direct Deposit Form (Electronic Funds Transfer – EFT)

Important: Please Print Clearly Supplier/Individual’s Name: _____________________________________________ Contact Name: ________________________________________________________ Telephone Number: ______________________Fax Number: __________________ E-mail Address: _______________________________________________________ E-mail address or Fax number required for EFT Process, deposit details and notification of deposit date will be sent via preferred method. (Please provide a general company e-mail address where possible rather than an individual’s personal address) Preferred Method please select one: E-mail _________, Fax _____________

Attach Voided Fully Encoded Cheque

ATTACH VOIDED CHEQUE HERE **If you cannot supply us with a voided fully encoded cheque, please complete section below.

Previous Information Bank Account Number: _______________________________________________________ Branch Transit Number: _________________________________________ (Must be 5 digits) Financial Institution: ______________________________________________(Must be 3 digits) ______________________________________________________________________________ Current/New Information – Effective Date of Change: ______________________________ Bank Account Number: _______________________________________________________ Branch Transit Number: ___________________________________________ (Must be 5 digits) Financial Institution: _______________________________________________(Must be 3 digits)

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______________________________________________________________________________

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