This document is intended to provide information on the contractor’s company, capacity, skills, and experience.
Information requested may be supplemented with additional sheets if required.
1. Create a new form request for CCDC 11
2. Click the search button to look for the document
3. Select the document. (There is a document description list in English and French).
4. Select the language (English or French) and click “Confirm selection.”
5. Fill in the contract details. Type the “Form title” under BASIC AGREEMENT INFORMATION. (This will not print out on the contract; it is for internal use only.)
6. Fill out the information under the PROJECT, SUBMITTED TO, SUBMITTED BY, COMPANY INFORMATION, QUALIFICATIONS AND EXPERIENCE OF PERSONNEL, INTERNAL NOTES (optional), and SIGNING PARTIES.
PROJECT
- Project title
- Project number
- Location
SUBMITTED TO
- Name
- Address
- Phone
- Email
SUBMITTED BY
- Name
- Address
- Phone
COMPANY INFORMATION
1. Legal structure
a. Year established: The year your company was established
b. Business structure: Corporation / Partnership / Joint venture / Registered / Sole proprietor/ Other (Please specify)
c. Create personnel: Add the names and titles of officers, partners, or principals (*Four records only)
Preview of (c) creating personnel:
2. Financial reference
a. Bank name
b. Address
c. Contact person
d. Email
3. Bonding or other contract security reference
a. Company name
b. Address
c. Contact person
d. Email
4. Insurances references
a. General liability insurance limit of $5,000,000 or more? Yes / No
b. Insurance company name
c. Insurance broker or representative
d. Address
e. Phone
f. Email
g. Automobile liability insurance limit of $5,000,000 or more? Yes / No
h. Insurance company name
i. Insurance broker or representative
j. Address
k. Phone
l. Email
m. Broad form contractors’ equipment insurance? Yes / No
n. Insurance company name
o. Insurance broker or representative
p. Address
q. Phone
r. Email
5. Health and Safety
a. Certificate of recognition program (COR) Yes / No – If “No,” choose either “equivalent to COR” or “attach details to demonstrate the effectiveness of your health and safety plan.”
b. Add details in the text box (See the screenshot below).
6. Value of construction work projected for current year and the actual value for the past four years.
a. The calendar year
b. Annual value of construction work
c. Remarks
QUALIFICATIONS AND EXPERIENCE OF PERSONNEL
1. Key office personnel proposed for the purpose of this qualification statement.
Attach resume of qualifications and experience: (e.g. Project Executive, Project Director, Project Manager)
a. Create key office personnel (*six records only)
2. Key site personnel proposed for the purpose of this qualification statement
Attach resume of qualifications and experience: (e.g. superintendent, health and safety officer)
a. Create key site personnel (*five records only)
INTERNAL NOTES (optional)
SIGNING PARTIES
---------------Appendix A, B and C-------------------
*** Click “Save and continue” on every record
Appendix A: Key construction projects completed in the past five years
Click “Create Appendix A” to create five records.
Appendix B: Comparable projects completed (similar type, size and complexity)
Click “Create Appendix B” to create five records.
Appendix C: Key construction projects underway as of the date of submission of Contractor’s Qualification Statement
Click “Create Appendix C” to create five records.
After completing all fields and applicable tables, go to the ATTACHMENTS/E-SIGNATURE tab to generate the contract and add any attachments.
Click “Yes” and then “Create and attach.” (This process may take several minutes.)
Once this is complete, you can preview the file to ensure everything is correct before continuing.
Add attachment (if needed) to the signing package. Click “Attach/Manage” or “Drag and drop files” directly into to the box. Then, click “Add file” to ensure that the files are attached in the system.
After adding attachments, select the sorting order to determine how the final contract package will appear. Be sure to save after setting the desired order.
Send an email to another party (optional) to review the contracts and/or the attached files.
Choose the default email or freeform email from [Email Title] to the other party for contract review.
- Default mail preview:
Freeform email preview:
Select the files that need to be sent with the email and click “Send email.”
Once every party(s) (whoever is witnessing and commissioning the document) has reviewed and agreed to sign the contract, click “Yes” to Create Adobe Sign for e-signature and click “Create Adobe agreement.”
*Note: It is recommended that all parties agree to sign the contract before sending the Adobe Sign agreements.
Once “Create Adobe agreement” is clicked, the contract package will be shown in the record, and the list of recipients will be auto-populated under Adobe Sign recipients.
*Note: After clicking “Create Adobe agreement”, editing the contract is not permissible.
Click “Preview” to review the contract, or click “Send” if a preview is not needed.
If you click “Preview,” a pop-up window shows up:
Ensure the email addresses are correct. If needed, you can edit them directly in the field.
If the recipients must sign in a specific order, check the box (see the red circle).
You can also set reminders for signees and/or create a password to protect the agreement (see the yellow frame). Then, click “Preview and add fields.”