13Appendix f – (APPLICATION PACK)BUILDERS PREQUALIFICATION SCHEME

For application for prequalification and prequalification renewal.

NOTES

  • Only complete applications will be assessed. A complete application is one where all required fields are completed and includes all requested attachments. It is the applicant’s responsibility to ensure the completeness of the application.
  • BMW may seek to update its information periodically. A prequalified building contractor must notify BMW of any changes to material information relevant to its prequalification status as they occur. Failure to provide updated information when requested may result in the prequalified building contractor having its prequalification suspended or cancelled.
  • Any queries regarding the Scheme and the completion of this application may be directed to the Prequalification Officer telephone number (08) 6551 1795 or via email on
  • Please use the checklist on the following page for a list of documentation required when completing this application.
Return your completed application to:
Delivery Address: Email Address:
Prequalification Officer
Building Management & Works
Locked Bag 44, Cloisters Square
PERTH WA 6850

CHECKLIST - REQUIRED ATTACHMENTS

Below is a checklist of the requested attachments. Submitting an incomplete application will lead to the application being rejected.

Checklist – Required Attachments / Included / Application / Renewal
TECHNICAL CAPACITY
Corporate Experience:
  1. Contact details of three separate independent referees relating to contractor performance (refer paragraph 18.1 of Appendix F).
  1. Details of completed projects over 36 months and projects under construction aligned to levels of complexity as described by BMW.(refer Appendix A)
Human Resources:
  1. Organisational chart(s) of applicant showing reporting relationships & relationship between related entities.
  1. Number/Category of full time resources (Staff).
  1. Qualifications and experience of Directors and key operational employees.
Principles of Responsible Building Contractor Practice (L 3-5 only):
  1. Demonstration of commitment to ‘Principles of Responsible Building Contractor Practice (Refer Appendix E of the Scheme document)
FINANCIAL CAPACITY
  1. Three years Financial Reports prepared by a qualified accountant and audited by registered auditor (preferred for L 5).
  1. Three years Financial Reports prepared by a qualified accountant (L 1-5).
  1. Three years Financial Reports for any corporate entity required to provide Deed of Guarantee.
  1. Current Management Accounts not more than three months old signed by a Director to be true & fair
  1. If the legal entity is a Trustee Company, the most current Trust Deed and any amendments to the Trust Deed are required.
  1. Current letter from bank/financial institution confirming availability and extent of finance (preferably dated within 3 months)
  1. Current reference from at least three trade creditors, confirming credit limit, monthly average spend and payment terms (preferably dated within three months)
/ Yes
Yes
Yes
Yes
Yes
Yes
N/A
Yes
Yes
Yes
Yes
Yes
Yes
Yes / Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes / Yes
Yes
Changes only
Changes only
Changes only
No
2 years
2 years
2 years
Yes
Yes
Yes
Yes

BMW’s Builders Prequalification Scheme Application Pack – 8 April 20141

CERTIFICATION

I/We certify that I/we have read and understand all the information contained in the Builders Prequalification Scheme document. I/We further certify that all the information includedin this application forLEVEL (specify one financial &one technical level only) prequalification is true and correct in every detail and all required information has been supplied.
(a)All information completed *refer to checklist above
(b)Meet Financial Capacity *refer to Appendix B of this document
(c)If the applicant does not meet the financial *refer to Appendix B of this document
capacity test, then a suitable guarantor has
been identified.
(d)Meet Technical Capacity *refer to paragraph 2.4 of this document
Name of Authorised Officer:
(first name) / (last name)
Position held in Firm:
(In block letters)
Signature of Authorised Officer:
(signature)
Date: / day of
(day no.) / (month) / (year)

BMW’s Builders Prequalification Scheme Application Pack – 8 April 20141

14APPLICATION STATUS

Tick appropriate box
PREQUALIFICATION
PREQUALIFICATION RENEWAL
PREQUALIFICATION UPGRADE

REQUESTED LEVEL OF PREQUALIFICATION

Please indicate onefinancial and technical level only by ticking the appropriate box.

Please refer to the following pages for further information and explanation on each of the technical levels.

Please note that the financial ranges shown are Perth based values (GST inclusive).

Financial
Technical / LEVEL 1
From
$300,000
up to
$1,500,000 / LEVEL 2
From
$1,500,001
up to
$3,000,000 / LEVEL 3
From
$3,000,001
up to
$6,000,000 / LEVEL 4
From
$6,000,001
up to
$15,000,000 / LEVEL 5
From
$15,000,001
up to
$50,000,000
SIMPLE / NOT APPLICABLE / NOT APPLICABLE / NOT APPLICABLE
CONVENTIONAL / NOT APPLICABLE
COMPLEX

BMW’s Builders Prequalification Scheme Application Pack – 8 April 20141

15BUSINESS PROFILE

LEGAL ENTITY:
(company or individual):
TRUST NAME:
(if relevant):
REGISTERED BUSINESS NAME:
AUSTRALIAN COMPANY NUMBER:
(if relevant):
AUSTRALIAN BUSINESS NUMBER:
BUILDING SERVICE CONTRACTOR: REGISTRATION NUMBER
BUILDING SERVICE PRACTITIONER: REGISTRATION NUMBER
DATE BUSINESS COMMENCED OPERATION:
TYPE OF BUSINESS: (tick appropriate box) / Sole Trader / Partnership
Company / Private Company
Other / (please specify)
NOTE- / For firms operating under a Trust arrangement, please attach a copy of the Trust Deed and any of its amendments.

PRINCIPAL CONTACT DETAILS (WESTERN AUSTRALIA)

PRINCIPAL PERMANENT OPERATIONAL OFFICE:
Floor Level: / Unit No:
Building Name:
Street No: / Street Name:
Suburb/Town/City:
State: / Postcode:
REGISTERED ADDRESS (if relevant - for companies only):
Floor Level: / Unit No:
Building Name:
Street No: / Street Name:
Suburb/Town/City:
State: / Postcode:
POSTAL ADDRESS (if different from above):
PO Box / Other:
Suburb/Town/City:
State: / Postcode:
MAIN PHONE NUMBER/S:
FAX NUMBER:
CORPORATE EMAIL ADDRESS:
PRINCIPAL CONTACT PERSON FOR PREQUALIFICATION:
Mr Mrs Ms Miss
(please circle) / (f(first name) / (last name)
POSITION IN FIRM:
PHONE NUMBER:
EMAIL ADDRESS:

OTHER PERMANENT OPERATIONAL OFFICES

List the names of the cities/towns and contact details where the applicant has otherPermanent Operational Office(s).

City /Town / Contact Person / Contact Number
1
2
3
4
5

BMW may seek further evidence from the applicant in relation to the above.

16BANK DETAILS

NAME OF BANK:
ADDRESS OF BANK:
CONTACT NAME/S AT BANK:
TELEPHONE NUMBER/S AT BANK:

Access to Other Finance (Off Balance Sheet Funding)

Name / Amount / Facility
(a) Bank:
(b) Related Entity:
(c) Other

17Names of Major Trade Creditors

Attach current written references from a minimum of three of the above named trade creditors confirming credit limit, monthly average spend and current payment terms.

Attach current letter from bank/financial institution confirming availability and extent of finance.

18CORPORATE EXPERIENCE

18.1Performance Referees

Please provide contact details for a minimum of three separate referees that are independent from the applicant. Referees will be contacted by BMW to obtain a verbal reference.

Referees will be requested to provide commentary on the applicant’s organisational ability, time and cost performance, standard of workmanship and level of cooperation. Please advise the particular contract(s) applicable to each referee.

REFEREE NAME / CONTACT DETAILS / POSITION HELD / CONTRACT DETAILS

18.2Technical Details

BMW has grouped various facilities into three broad bands of technical complexities - Simple, Conventional and Complex. See Appendix A of the Builders Prequalification Scheme document for examples of the types of facilities that BMW considers Simple, Conventional or Complex construction projects under the Scheme. Projects such as residential construction, refurbishment, fit-out, and transportable building projects are normally classified as Simple or Conventional in nature.

Applicants should demonstrate their technical experience by aligning its list of completed and current contracts from its application against the three bands of complexity set out in the tables in Appendix A.

If an applicant believes that one or more of its projects is covered by one of the listed facility types but due to circumstances in the project its complexity level is greater than that shown then the applicant must state in its application the level of complexity the applicant believes is appropriate and provide evidence that supports this opinion. BMW will undertake to consider the applicant’s opinion of a change in complexity.

BMW’s Builders Prequalification Scheme Application Pack – 8 April 20141

18.2.1 BUILDING PROJECTS - Completed During Last Three Years

Additional rows may be expanded to the table below if the applicant would like to add additional projects.

List other significant building contracts if desired – Western Australian projects to be emphasised. Projects where the applicant did not act as the Builder (i.e. Project or Construction Manager) are to be separately identified. Please provide full details of projects completed at existing prequalification level (or prequalification level being sought) on a separate document, to enable technical complexity to be fully assessed.

Date Completed / Description of Contract / Original Contract Value Perth base value (GST Inclusive) / Construction Period / Name of Supervising Architectand/or Contract Administratorprovide contact details / Facility Complexity
(see section 8 above
Complex Conventional Simple
Sept 2012 / Eg. Built a Sporting Complex in Clarkson / $12.9M / 52 wks / ABC Architects – 6551 1789
$ / wks
$ / wks
$ / wks
$ / wks
$ / wks
$ / wks
$ / wks
$ / wks

18.2.2 BUILDING PROJECTS - Currently Under Construction

Additional rows may be expanded to the table below if the applicant would like to add additional projects. List other significant building contracts if desired – Western Australian projects to be emphasised. Projects where the applicant did not act as the Builder (i.e. Project or Construction Manager) are to be separately identified.

Date Commenced / Description of Contract / Original Contract Value
Perth base value (GST Inclusive) / Construction Period / Expected Date for Practical Completion? / % Complete / Name of Supervising Architect
and/or Contract Administrator
provide contact details / Facility Complexity
Complex Conventional Simple
July 2012 / Eg. Construction of new library at Clarkson Primary School / $4.5 / 26 wks / Jan 2013 / 50% / ABC Architects -6551 1789
$ / wks / %
$ / wks / %
$ / wks / %
$ / wks / %
$ / wks / %
$ / wks / %
$ / wks / %

18.2.3 HUMAN RESOURCES

Attach organisational chart of applicant showing the reporting relationship between directors/owners and employees. If applicable also attach an organisational chart showing the relationship between any related entities of the applicant.

18.2.4 Number of Resources

Enter, in each category, the number of core permanent staff located at your Principal Permanent Operational Office and in each Other Permanent Operational Office.

List only employees on salaries and wages. Contract staff, subcontractors, consultants and the like are not to be included. BMW reserves the right to verify this information with other organisations.

Where a staff member is only part-time, please indicate by “PT” stating the percentage of time worked. Only count each employee once. Where an employee performs more than one role then they are to be included only against their primary role.

POSITION IN FIRM / No. / Location if not at Head Office / POSITION IN FIRM / No. / Location if not at Head Office
*Directors / Supervisors
*Owner/Partners / Foremen
*Company Secretary / Tradespeople
*Managing Director / Apprentices
*Project managers / Other (please specify)
*Construction managers
*Quantity surveyors
*Site managers
Contract managers
Quality officers
Office managers

*denotes Key Operational Employee

BMW’s Builders Prequalification Scheme Application Pack – 8 April 20141

18.2.5 Qualifications and Experience of Individual Resources

Complete a separate page for each Key Operational Employee identified on the previous page. The information on each Director or Partner of the applicant is mandatory, but is not required for non-operational employees such as general office staff, accounts staff, reception staff and the like.

SURNAME: / FIRST NAME/S: / POSITION IN FIRM:
LOCATION: / YEAR JOINED FIRM: / TENURE IN FIRM: / Full-time Part-time
(e.g. head office or name of town if at a regional office)
PREVIOUS EMPLOYMENT AND ASSOCIATIONS WITH OTHER FIRMS:
Name of other Firm / Association or position in Firm / Current / Previous / Year Started / Year Ceased
ACADEMIC QUALIFICATIONS:
Building Service Practitioner: / Yes / Registration Number / No / Other Trade Registration No:
Qualifications / Institution / Year obtained / Courses and Certificates / Year obtained
(e.g. tertiary education - degree)
Membership of Professional or Trade Organisations / Year obtained / Other Memberships of Professional, Trade Organisations / Year obtained
PERSONAL EXPERIENCE
Year / Description of Contract / Value of Contract
Perth base value (GST inclusive) / Role in Contract / Facility Complexity
Complex Conventional Simple
$
$
$
$
$
$
$

BMW’s Builders Prequalification Scheme Application Pack – 8 April 20141