smcconsultancyservices website

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Consultancy Services

Proposal

August, 2007

ISO 9001 : 2000 CERTIFIED

5858 Cte-des-Neiges Rd, 4th Floor, Montreal, Quebec, Canada, H3S 1Z1Tele hone: (1) 514 340-0046 Fax: (1) 514 340-2847

www.genivar.com

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1. GENIVAR................................................................................................................................ 21.1 Company Profile ....................................................................................................... 2

1.1.1 Firm philosophy and Methodology................................................................ 21.1.2 Design Review.............................................................................................. 41.1.3 Scheduling and Time Control Processes ........................................................ 51.1.4 Risk Management.......................................................................................... 51.1.5 Cost Planning, Monitoring and Control Methodology.................................... 71.1.6 Site Health and Safety ................................................................................... 71.1.7 Application of appropriate technology .......................................................... 81.1.8 Commissionning methodology and post-construction services ...................... 81.1.9 Summary....................................................................................................... 9

1.2 Company Information ............................................................................................. 101.3 Financial Information.............................................................................................. 10

2. PROJECTS EXPERIENCE......................................................................................................... 113. CV OF KEY PERSONNEL....................................................................................................... 234. RATES ................................................................................................................................... 54

4.1 Hourly Rates ........................................................................................................... 544.2 Percentage Base...................................................................................................... 544.3 Fixed Fee ................................................................................................................ 54

5. MODEL OF CONTRACT....................................................................................................... 55

Table of Contents


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1. GENIVAR

1.1Company ProfileGENIVAR is one of North Americas leading

professional multidisciplinary companies withover 2000 specialists in project andconstruction management, engineering, andmanagement consulting providing a widerange of services to both private and publicsector clients in over 30 countries throughoutCanada, the Caribbean, Latin America, SouthAmerica, Europe, Africa and Asia.

GENIVAR is a quality assured company (ISO9002) driven by the concept of excellence.Our enthusiastic commitment to quality of the

built environment is matched by vigorousmonitoring of the services provided.Uncompromising quality of projectmanagement engineering and constructionservices is the key element required for thesuccess of our projects and business.

The expertise of our employees makesGENIVAR a leader in providing solutionsthrough integrated project delivery drawingon four decades of experience in:

Project and construction management,

Engineering services and studies Project development and financing Construction Strategic consulting services

1.1.1 Firm philosophy and MethodologyGENIVARs proposed methodology isstructured to control the time, cost andquality of the project, thus enhancing the

success of the project and thereby increasingClients satisfaction. This is achieved by thesystematic application of development andmanagement tools, to determine theoptimum development plan, projectmanagement systems, construction,commissioning, and operation andmaintenance processes.

GENIVAR will be accountable for ensuringthat the allocated resources are usedappropriately to complete the project. A

variety of stakeholders will be involvedincluding the Client, policy makers,administrators, financial advisors,accountants and legal advisors, designers,contractors, specialty consultants tenants andsocial groups. We will work to understandand respect the project goals andrequirements of each of the team members,while focusing on completing the projectwithin budget and on schedule.

GENIVAR will put in place the necessary

resources to ensure that interests of the Clientare protected at every stage and that asuperior quality project is delivered.

The following is a detailed list of activitiesincluded in the management services bystages:

Pre-construction stage

Prepare Project Brief Select and manage Design team Prepare Consultants contracts Mobilize Project Management and

Professional teams Attend project coordination meetings with

the Client, Consultants and projectstakeholders

Prepare detailed Project programme Identify all project stakeholders Prepare communication protocols,

including project specific web site


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Provide input on issues of constructabilityand construction related issues

Prepare detailed Project budget Provide and maintain project cash flow for

work packages Review the clients master schedule and

provide comments Prepare a cost estimate during the design

stage Identify construction packages Identify long delivery items Participate in value engineering sessions

and provide comments andrecommendations

Set criteria to prequalify contractors Liaison and communicate with Authorities

having Jurisdiction

Issue monthly reports Participate in partnering sessions Establish cost control program and cash

flow for construction stage Commence Government Applications

Process Negotiate works contracts Provide recommendations regarding

Project Insurance

Contract Document stage

Attend all project coordination meetings Review construction documents for

constructability, bid ability, andcoordination

Prepare and update project schedule Provide advice on alternatives to systems

and procedures to improve schedule orreduce budget

Provide advice and identify long deliveryitems that may require pre-tendering

Review consultant cost estimates Prepare independent cost estimates at

project milestones including detailed worksheets

Advise and assist the client on developingpre-qualification criteria

Provide Monthly Progress reports includingCost Schedule reports

Identify required permits, licenses andapprovals

Tender stage

Provide comments and advice on thetender schedule and tender packages

Review final tender documents and makerecommendations on bid-ability

Provide advice, assistance andrecommendation on the pre-qualificationcriteria

Attend tender briefings and assist theConsultants in the preparation of addenda

Attend job showings and assist theclarification of site issues

Assist the client as requested in bidanalysis

Provide the client with cost information,as requested, prior to negotiations withany bidders

Liase and communicate with authoritieshaving jurisdiction

File for notice of project with appropriateLocal Government Authorities

Provide advice on any packages that arerequired to be re-tendered

Liase and communicate with Authorities

Construction stage

Maintain a daily log Submit monthly written reports including

budget and scheduling information Provide ongoing administration support Maintain complete and updated project

files, drawing and specifications Provide construction supervision to

perform defined activities


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Conduct ongoing site safety orientationsessions for all persons entering the site

Chair joint health and safety committeemeetings

Evaluate trade contractors for compliancewith health and safety policies

Monitor and inspect all GeneralContractors work

Assign a health and Safety Supervisor Provide a monthly Health & Safety

performance report Identify and report project risks Plan and manage site security Establish procedures for tracking shop

drawing and samples Review change notices and forward

independent estimates to the Client

Maintain detailed log of changes Review regulations to identify and monitorpermits, licenses and approvals

Recommend payment of Contractorinvoices

Monitor requests for information fromContractors and responses from Consultantteam

Inspect and determine that all shopdrawings, site instructions, and samples arecomplete

Maintain daily site reports Assist in the resolution of disputes Manage and maintain record of changes

and anticipated changes to the project Produce monthly progress reports Participate in partnering sessions Project record keeping Post Construction stage Provide advice and recommendations on

all aspects of commissioning Manage record drawings and specifications Assist in the interim and final inspections Expedite the completion of deficiencies Confirm accuracy of warranties and

transfer to the Client prior to finalcertificate

Continue with the implementation andmanagement of the Commissioning Plan

Manage all maintenance manuals,operating instructions and turn over to theClient

Conduct 11 months inspection prior to theexpiration of any warranty

Prepare post construction evaluation andcost analysis report

Establish the certification of totalperformance

Arrange for the issuing of substantialcompletion certificates and holdbackreleases

Produce a final report on the project

Specific activities that will be performedduring the execution of the above listedservices will include the following:

1.1.2 Design ReviewGENIVARs integrated structure allows us to

excel in our ability to provide design reviewservices. Led by our senior design architectsand engineers, our team will first review theexisting studies, requirements and conceptproposal and then develop with the Clientthe development components of the projectand a Statement of Owners Requirements.These documents will serve as the basis ofdesign for the Project, and eventually for thepreparation of working drawings to carry outthe works.

Drawings and specifications will be reviewedas to completeness and conformity to theapproved preliminary drawings, prevailingcodes, regulations and other statutoryrequirements.

All reviews will take into consideration ourstrategy to favour local economic benefit,defining packages in such a way as to allow


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for as much participation as possible by localcontractors, suppliers and labour, and tomaximize the transfer of state of the artconstruction technology.

Under the direction of GENIVARs

professional team, we will assist the Client inthe determination of a short-list of appropriatedesigners, contractors, and specialityconsultants.

1.1.3 Scheduling and Time Control ProcessesThe schedule is a critical management toolused for programming the execution of theproject and to communicate expectations tothe entire project team. GENIVAR will take aproactive approach to ensure that the projectschedule is up to date and that correctiveaction is taken when needed to ensure theClients required delivery dates are respected.GENIVAR will implement the followingactivities regarding the schedule and timecontrol process:

Confirm, as soon as possible, timeallocated for applications to public utilities,permitting and other authorities having

jurisdiction. Make allocations for each package to be

given out separately in order to start theproject immediately (demolition and sitepreparation activities).

Incorporate all future tenant related fit upwork in the master schedule.

Incorporate all infrastructure works (publicutilities, access road, etc.) related to theproject.

Review execution schedule submitted byContractors for conformity with the masterschedule and contract documents.

Notify the Client of any deviations from theauthorized master schedule and makerecommendations for services andapprovals.

Expand the master schedule to includedetailed activities of design, constructionand post-construction phases,incorporating the Works Contractorsapproved schedules.

Continuously monitor project progress.Implement acceleration alternatives whenproject delays appear that do not impacton overall project budget.

Regularly review the progress of the workon site and in fabrication shops relative to

the project schedule Identify actual or potential variances

between the work on site and the projectschedule and take action to eliminate therisk of delay to the schedule

Obtain and analyse monthly updates fromWork Contractors, adjust the masterschedule and discuss with any correctiveaction to be taken when required.

Prepare for the monthly project report awritten narrative based on the authorized

schedule and the progress of the work todate. The report will include mitigationstrategies taken to address any scheduledelays that may arise.

1.1.4 Risk ManagementGENIVAR firmly believes that one of itsprincipal responsibilities to clients is tomanage the risks associated with the designand construction process. To this end,GENIVAR develops and implement acustomized risk management programme for

each Project.

As risks can appear at any stage of a project,and evolve as a project moves forward, therisk management programme must be inplace from the award of mandate through tothe completion of deficiencies. The purposeof the programme is to manage risks untilthey no longer exist, and in cases where a


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particular risk cannot be eliminated, tominimize the potential negative impact itposes to the project.

Taking into consideration the breadth, thecomplexity and the length of a project, a

formal and disciplined process is essential toachieve, with success, control of a project aswell as to ensure that a project is managedpro-actively rather than reactively. A formal,ongoing and repetitive process, the riskmanagement programme established byGENIVAR consists of 4 main steps:

Identification of RisksPotential issues or occurrences that canhave a negative impact on a projects cost,schedule, quality, safety, environment,communication, insurance and bondingare identified. Occurring at the very outsetof a project, the identification of riskscontinues throughout the duration of aproject.

Evaluation of RisksPotential risks identified are evaluated interms of their size and scale and probabilityof impact. This step includes the ranking of

the potential risks so that risk managementeffort can be focused on the mostthreatening.

Mitigation and Containment of RisksRisk mitigation strategies are put in place

to reduce the probability of anoccurrence, and containment strategiesare put in place to minimize the impact ofan occurrence.

Follow-up of RisksInvolves periodic review of a given risk toevaluate the effectiveness of the reductionand containment strategies. If the riskmanagement measures appear to bedeteriorating in their effectiveness, the

action strategies are reviewed, modifiedand corrected.

Title

Cost

Schedule

Quality

Security

Environment

Interacti

on

Insuranc

e

&

Bonding

Senior Project Manager

Project Manager

Estimator

Schedule Control

Environmental Specialist

Design Review Team

Health & Safety

Example of Responsibility Matrix for RiskManagement Committee


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Health and Safety plan transfers to the Design-Build Contractor. We would review andapprove the Design-Build Contractors Healthand Safety Plan, and GENIVAR will monitorhealth and safety operation on site. GENIVARwill continue to exercise its authority to cease

work if it is determined that there is acontravention or a threat to any workers or thepublic.

1.1.7 Application of appropriate technologyProject Management Tools

GENIVAR uses Expedition, a commercialproject management software tool that

facilitates change management, follow-up ofaction items from project meetings and otherdeliverables, and document management.

1.1.8 Commissionning methodology andpost-construction services

The commissioning process continues throughall phases of the project. During the pre-construction phase, GENIVAR will provideadvice and recommendations to the project

team on issues that could impact the finaloperations of the Project.

GENIVAR looks at commissioning as the mostcritical end user interface. A goodcommissioning process will facilitate transferof the building to it's operating groupefficiently and will reduce the buildingoperating cost, through a comprehensive

process of verifications, start-up proceduresand functional tests during the constructionphase.

GENIVAR's commissioning practices beginby confirming that all commissioning related

activities are properly identified andscheduled. Our commissioning process isbased on the following:

General

Commissioning includes all of the activitiesrequired in order to assure that:

The equipment, systems and networksoperate with maximum efficiency underall load conditions.

The equipment, systems and networksconform, for each locale, to theoccupation parameters established in thecontractual documents.

Personnel receive the training andinformation required to adequatelyoperate the systems and equipment.

The commissioning process includes allequipment, systems and networks andmechanical, electrical, functional andoperational components as well as allmovable equipment identified in the

programme of needs.

GENIVAR will assure the full cooperationand involvement of professionals, workcontractors and suppliers throughout thecommissioning process.

Commissioning Stages

The commissioning process must be realizedfor each sector to be accorded provisionalacceptance and must include the followingfive stages:

Stage 1: Verify installation of equipment,systems and primary networks

Stage 2: Start up of equipment, systems,and primary and secondary networks

Stage 3: Verification of performances andfunctioning


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Stage 4: Training and documentation Stage 5: Post occupancy adjusting, tuning

and monitoring performance

Training and Documentation

GENIVAR will facilitate the training ofoperating personnel to assure full knowledgeof building and systems and full operationalautonomy of systems and equipment andprepare and present documentation andreports on commissioning.

Final Report on Commissioning

Upon completion of the provisionalacceptance of the project, GENIVAR will

present to the Client a final report oncommissioning. The final reports will includethe following elements:

Summary of the approach tocommissioning

Summary of the systems, subsystems,components and equipment verified andtested and the results obtained, identifyingthe conditions and means of maintenanceto ensure optimal conditions for efficiency

and performance A summary of the areas verified and the

results obtained, identifying the conditionsand means to be maintained to ensureoptimal conditions for efficiency andperformance

Notes and comments with regard toavailable excess capacity

Identification of tests and verifications to beperformed after delivery of the building tomaintain optimal conditions for efficiency

and performance. Identification of possible improvements to

efficiency and performance

Operating and Maintenance Manuals

GENIVAR will ensure that contractorsprepare and submit operating andmaintenance manuals that shall include:

An index to allow quick and easy retrievalof the information required including atable of contents, a list of systems, a list ofequipment in each system, etc.

A document for emergency situations mustinclude all the information required incase of major failure or emergencysituation. This document must be easy tounderstand by technical and non-technical personnel.

As-built Documents

GENIVAR ensures that as-built drawings inboth hard and electronic versions areprovided by the contractors and coordinatedby the Consultants team prior to beingverified by GENIVARs Design Review teamfor submission to the Client.

1.1.9 SummaryAs the Project Manager GENIVARendeavours a strong team spirit that will

ensure that the best interests of the Client areat the forefront of every decision. Althoughour approach to each challenge is unique,the approach is designed to always achievethe clients objectives. All of GENIVARsstrategies have one single commondenominator: Client Satisfaction.


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1.2Company Information

Name of Company : GENIVAR Limited Partnership

Registered Address of Main Office :5858, chemin de la Cte-des-Neiges, 4e tage

Montral (Qubec)

Postal code: H3S 1Z1

Telephone : (514) 340-0046

Fax : (514) 340-2847

Internet : www.genivar.com

Type of Organisation : Limited Partnership

Years since Establishment : 48 years

1.3Financial Information

1.3.1

Revenue

YEAR 2002 2003 2004 2005 2006

REVENUE 123,5M$ 119,7M$ 121,4M$ 111,5M$ 176,1M$

The revenues presented here above represent GENIVARs Fees.

We are currently managing a portfolio of projects totalling more than US$1 billion.


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2. PROJECTS EXPERIENCE

GENIVAR has an extensive projectmanagement expertise in a wide range offields:

Building Urban Infrastructure Transportation Industrial Environment PowerThe following details some of the relevantprojects undertaken by GENIVAR in the past5 years in Canada and Internationally.


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