Subcontractor Prequalification

Swinerton Builders Inc. implemented a Subcontractor Prequalification program across our company. This allows us to understand your company’s strength and qualifications to better match our project opportunities to your company’s capabilities. This will also ensure that your company will be bidding against comparable contractors. Swinerton Builders Inc. will limit bid invitations to prequalified subcontractors.

The prequalification process involves annually reviewing your company’s financial information and other factors, such as experience and references, to gain a complete understanding of your company’s background and specialty expertise.

Swinerton Builders understands the sensitive nature of your financial data; therefore, the process to review your financial data will be conducted between the Regional Controller and your company’s designated financial contact. All financial data will be kept confidential and only Swinerton’s Finance Department will have access to your information.

In order to expedite this process:

  • Complete all fields of the Prequalification Forms. Please note that the Financial Data sheet and Background Data sheet do not go to the same department, so completing both is imperative. Incomplete submissions will not be evaluated
  • Please send your year-end income statement and balance sheet to Amy Lopez at or private fax (210) 521-8378.

You may contact Imelda Quiroz, Estimating Coordinator, at ith any questions or concerns. Swinerton Builders Inc. appreciates your interest in participating in this program.

General Information
Legal Company Name
/
Dba
Company Address
/
City
/
State
/
Zip
Phone/Fax Number
/
Email Address
Principal Contact Name, Title
/
Federal Tax ID #
Financial Contact Name
Parent and/or Affiliate Companies (Name and Relationship)
Financial Information
Lender’s Name/ Address
Lending Officer’s Name/Phone #
Total Amount Of Line Of Credit $
/ Unused Portion Of Line Of Credit $
Line of Credit Expiration Date
CPA Firm That Prepared Your Financial Statements
CPA Firm Telephone #
/

Month of Fiscal Year End

2010 Year end Revenue / 2009 Year end Revenue

Largest Single Contract Value 2010

/

Name GC for Contract

Largest Single Contract Value 2009

/

Name GC for Contract

Largest Single Contract Value 2008

/

Name GC for Contract

Please provide a current Financial Statement

Signature Name/Title Date

General Information

Legal Company Name

/

Dba

Company Type (Corporation, Partnership, etc)

/

Year Co. Founded

Company Address

/

City

/

State

/

Zip

Federal Tax ID #

/

D&B #

Phone/Fax Number

/

Email Address

Principal Contact Name, Title

Financial Contact Name

Parent and/or Affiliate Companies (Name and Relationship)

Experience

Union Affiliation(s) / List States With Active License(s)
License No.(s) / License Class(s) / # Employees
Has Ownership changed in the last three years? / If yes, explain
Primary Scopes/CSI Spec Sections Typically Performed
Percentage of Work Self Performed To Annual Revenue
Geographic Regions Where You Perform Work: California, Pacific Northwest, Colorado, Texas, Oklahoma, New Mexico

PRODUCT/SERVICE SEGMENTS

List % of work performed last 3 years in the following:

Hospital/OSPOD / % / Residential/Condominium / % / Higher Education / %
K-12 / % / Hospitality / % / Tennant Improvement / %
Research/Bio Tech / % / CommercialOfficeBuilding / % / Other / %

MBE/WBE/SBE/DVE/DVBE CERTIFICATION

Please attach a copy of certification

Is company certified?

Check all that apply:

SCTRCA / SBE / MBE / WBE / AA / VBE / DIBE
HUBSTATE
CCR

Swinerton Work History

Name of Project / Location / Contract Amount / Project Manager

TRADE/SUPPLIER REFERENCES (Required)

Company Name: / Phone #:
Contact Name: / Fax #:
Company Name: / Phone #:
Contact Name: / Fax #:
Company Name: / Phone #:
Contact Name: / Fax #:

GC REFERENCES (Required)

Company Name: / Phone #:
Contact Name: / Fax #:
Company Name: / Phone #:
Contact Name: / Fax #:
Company Name: / Phone #:
Contact Name: / Fax #:

INSURANCE

Insurance Carrier for General and Excess Liability
Contact Name(s): / Phone/Fax #:
Combined Coverage Limit of General and Excess Liability insurance

BONDING

Are you able to bond projects? If yes, / Bonding Company
Agent Name: / Phone/Fax
Can your Broker furnish a letter of Bondability? / If yes, please attach sample copy
Bonding Rate / Single project limit / Aggregate limit / Available Capacity

LITIGATION

Has your company ever defaulted, failed to complete or been terminated on a contract?
Is yes, describe
Has your company ever gone through a Bankruptcy or Reorganization?
If yes, describe

SAFETY

EMR for the last 3 years / 2010 / 2009 / 2008
Does company have a written drug test program? / Yes / No
Does company have a written safety program? / Yes / No
# Of serious OSHA Violations past 3 years / 2010 / 2009 / 2008
# Of general OSHA Violations past 3 years / 2010 / 2009 / 2008
Signature / Name/Title / Date

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