Consultancy Services Proposal - Template

- CDIConsultancy ServicesProposalAugust, 2007ISO 9001 : 2000 CERTIFIEDwww.genivar.com5858 Côte-des-Neiges Rd, 4th Floor, Montreal, Quebec, Canada, H3S 1Z1Telephone: (1) 514 340-0046 Fax: (1) 514 340-2847

Table of Contents1.GENIVAR . 21.1 Company Profile . 21.1.1 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. 91.2 Company Information . 101.3 Financial Information . 102.PROJECTS EXPERIENCE. 113.CV OF KEY PERSONNEL. 234.RATES . 544.1 Hourly Rates . 544.2 Percentage Base . 544.3 Fixed Fee . 545.MODEL OF CONTRACT . 55- CDIPage i

1.GENIVAR1.1 Company ProfileGENIVAR is one of North America’s leadingprofessional 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 thebuilt environment is matched by vigorousmonitoring of the services provided.Uncompromisingqualityofprojectmanagement 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 studiesProject development and financingConstructionStrategic consulting services1.1.1 Firm philosophy and MethodologyGENIVAR’s proposed methodology isstructured to control the time, cost andquality of the project, thus enhancing thesuccess of the project and thereby increasingClient’s satisfaction. This is achieved by thesystematic application of development andmanagement tools, to determine ance processes.GENIVAR will be accountable for ensuringthat the allocated resources are usedappropriately to complete the project. Avariety of stakeholders will be involvedincluding the Client, policy s 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 necessaryresources 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 - CDIPrepare Project BriefSelect and manage Design teamPrepare Consultants’ contractsMobilize Project Management andProfessional teamsAttend project coordination meetings withthe Client, Consultants and projectstakeholdersPrepare detailed Project programmeIdentify all project g project specific web sitePage 2

Provide input on issues of constructabilityand construction related issues Prepare detailed Project budget Provide and maintain project cash flow forwork packages Review the client’s master schedule andprovide comments Prepare a cost estimate during the designstage Identify construction packages Identify long delivery items Participate in value engineering sessionsandprovidecommentsandrecommendations Set criteria to prequalify contractors Liaison and communicate with Authoritieshaving Jurisdiction Issue monthly reports Participate in partnering sessions Establish cost control program and cashflow for construction stage CommenceGovernmentApplicationsProcess Negotiate works contracts ProviderecommendationsregardingProject InsuranceTender stage Provide comments and advice on thetender schedule and tender packages Review final tender documents and makerecommendations on bid-ability Provideadvice,assistanceandrecommendation 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 AuthoritiesContract Document stage Attend all project coordination meetings Review construction documents forconstructability,bidability,andcoordination Prepare and update project schedule Provide advice on alternatives to systemsand 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 atproject 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- CDIConstruction stage Maintain a daily log Submit monthly written reports includingbudget and scheduling information Provide ongoing administration support Maintain complete and updated projectfiles, drawing and specifications Provide construction supervision toperform defined activitiesPage 3

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 MonitorandinspectallGeneralContractor’s work Assign a health and Safety Supervisor Provide a monthly Health & Safetyperformance report Identify and report project risks Plan and manage site security Establish procedures for tracking shopdrawing and samples Review change notices and forwardindependent 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 changesand anticipated changes to the project Produce monthly progress reports Participate in partnering sessions Project record keeping Post Construction stage Provide advice and recommendations onall aspects of commissioning Manage record drawings and specifications Assist in the interim and final inspections Expedite the completion of deficiencies Confirm accuracy of warranties andtransfer to the Client prior to finalcertificate Continue with the implementation andmanagement of the Commissioning Plan Manageallmaintenancemanuals,operating instructions and turn over to theClient- CDI 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 projectSpecific activities that will be performedduring the execution of the above listedservices will include the following:1.1.2 Design ReviewGENIVAR’s integrated structure allows us toexcel 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 Owner’s 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 allowPage 4

for as much participation as possible by localcontractors, suppliers and labour, and tomaximize the transfer of state of the artconstruction nal team, we will assist the Client inthe determination of a short-list of ultants.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 theClient’s 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 havingjurisdiction. Make allocations for each package to begiven 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 makerecommendationsforservicesandapprovals. Expand the master schedule to includedetailed activities of design, ng the Works Contractorsapproved schedules.- CDI 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 tothe project schedule Identify actual or potential variancesbetween 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 authorizedschedule 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 foreach 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 aPage 5