**GSA Administrative Guide for Placing**

**Competency of Bidder Clauses in Construction Contracts**

***(Requires Project-Specific Editing)***

**Competency of Bidder Clauses must be included in all contracts for
General Services Administration historic buildings. The intent of this
clause is to ensure compliance with federal preservation laws and
standards and to ensure quality of performance in competitive (lowest
bid) projects. The goal is to ensure that projects requiring specialized
skills in the repair, replication, cleaning, restoration, or alteration
of historic materials are awarded to the lowest *competent* bidder, to
minimize change orders, ensure project completion within established
budgets and time frames, and to avoid costly damage to ornamental
finishes, fixtures, and assemblies.**

> **STEPS FOR PLACING COMPETENCY OF BIDDER CLAUSES**
>
> **IN CONSTRUCTION CONTRACTS:**

1.  **Determine if the building is historic by checking the Historic
    Building Database at
    [www.gsa.gov/historicpreservation](http://www.gsa.gov/historicpreservation)
    "Products".**

2.  **If the building is on the list, contact your GSA Regional Historic
    Preservation Officer (RHPO) at the beginning of the project. A list
    of RHPOs is available at
    [www.gsa.gov/historicpreservation](http://www.gsa.gov/historicpreservation).**

3.  **In Section 00120 - SUPPLEMENTARY INSTRUCTIONS TO BIDDERS of the
    contract, include the Competency of Bidder paragraph shown on page
    9.**

4.  **Edit Section 00900 - COMPETENCY OF BIDDER CLAUSE into the
    contract. An example is included on pages 12-14.**

5.  **Edit Section 00901, 00902, etc -- COMPETENCY OF RESTORATION
    SPECIALIST CLAUSES for each trade requiring specialized preservation
    skills. Cross reference competency requirements in each
    corresponding technical specification. Insert applicable standards
    for each type of work (e.g. wood refinishing), provided in the
    Competency of Bidder Desk Guide (included at the end of this
    guide).**

6.  **Insert blank Competency of Bidder and Restoration Specialist forms
    in the contract. Copies of the forms are provided at the end of this
    Note).**

**Historic Properties** \[INSERT REGIONAL LIST\]

**Regional Contacts for Reviewing Competency of Bidder Submissions**
\[Insert Name of Regional Historic Preservation Officer (RHPO), others
as directed by RHPO\]

**EXAMPLE OF CONTRACT CLAUSES FOR SECTION 00120**

**[00120 - SUPPLEMENTARY INSTRUCTIONS TO BIDDERS]{.underline}**

PART 5. [COMPETENCY OF BIDDERS]{.underline}

> 5.01 The bidder, or subcontractor whom the bidder will use for
> performance of the work, shall meet the competency qualifications
> defined in Section 0900 of this specification. **PROOF OF THIS
> COMPETENCY, AS REQUIRED BY SECTION O0900 OF THIS SPECIFICATION, SHALL
> BE SUBMITTED WITH THE BID.** The bid may be rejected if the bidder or
> the subcontractor has established on former jobs, either Government,
> municipal, or commercial, a record for unsatisfactory installations,
> has repeatedly failed to complete contracts awarded to them within the
> contract time, or otherwise fails to meet the specified competency
> qualifications.

**EXAMPLE OF CONTRACT CLAUSES FOR SECTION 00900**

NEW FACADE MATERIALS TO MATCH EXISTING HISTORIC FAÇADE MATERIALS
(Repair, Reconstruction, or Addition)

**[SECTION 00900 - COMPETENCY OF BIDDER CLAUSE]{.underline}**

PART I - [GENERAL]{.underline}

1.  [DESCRIPTION OF REQUIREMENTS]{.underline}:

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A.  The type of requirements specified in this section relate to the
    determination of competency for the General Contractor, and the four
    types of specialty work associated with this contract listed below:

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1.  04405 - Dimension Stone: Fabrication and installation of stone
    masonry.

2.  07315 - Slate Shingles: Fabrication and installation of Slate
    Roofing.

3.  07320 - Roofing Tiles: Fabrication and installation of Tile Roofing.

4.  07600 - Flashing and Sheet Metal: Fabrication and installation of
    exposed sheet metal ornament.

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B.  All informational requirements related to this competency clause
    shall be recorded on the Technical Qualifications Data forms A
    through D, and required photographs shall be attached.

C.  Information shall be provided to the Contracting Officer as part of
    the formal bid. Submit the required forms in a separate envelope
    from the price proposal and insert both envelopes in one larger
    envelope so that the two do not get separated in transmittal.

    1.  [INSTRUCTIONS FOR FILING TECHNICAL QUALIFICATIONS DATA
        FORMS]{.underline}:

[COMPETENCY OF BIDDER CLAUSE]{.underline}

A.  The bidder or the subcontractor(s) whom the bidder will use for
    performance of the four speciality categories outlined under 1.01 A.
    shall meet the competency qualifications defined hereafter on the
    forms provided in this section of the specification. The bidder and
    each specialty subcontractor (as defined in 1.01 A) must comply with
    the requirements specified in the Technical Qualifications Data,
    Forms A through D.

B.  Proof of this competency, as required by Division One of this
    specification, shall be submitted at the time of submission of bids
    to the Government. The bid may be rejected if the bidder or
    subcontractor(s) has established on former jobs, either Government,
    municipal, or commercial, a record for unsatisfactory installations,
    has repeatedly failed to complete contracts awarded to them within
    the contract time, or otherwise fails to meet the specified
    competency qualifications.

C.  Specific guidelines for each form follows. Provide original
    signatures on all copies of Form D.

[Form A]{.underline}:

1.  Fill out firm name, address, telephone number, date, authorized
    official, title, and corresponding telephone number. Authorized
    official must have the authority to negotiate and contractually bind
    your company.

2.  Provide information regarding your plant and equipment that pertains
    to your ability to perform the work.

3.  Describe your firm\'s experience - include number of years in
    restoration construction and specific accomplishments of the firm.

4.  Describe in your own words how you will proceed through the contract
    requirement to perform the work applicable to your firm.

[Form B]{.underline}:

1.  Select three projects that your firm has completed commendably in
    the past four years which are similar in size and complexity to your
    own work in this contract and have been performed on properties on
    the National Register of Historic Places.

2.  Fill out project name, completed date, location, description of the
    photo views, and a thorough description of the work shown,
    explaining the materials and methods used to accomplish job
    illustrated.

3.  Fill out client\'s name, client\'s address, contact person for the
    client, his/her title, and telephone number.

4.  Close-up color photographs (Polaroids will suffice) shall accompany
    each project to indicate result of the firm\'s work. Use judgment
    regarding the distance from the detailing which you wish to
    demonstrate. Coordinate the written data with the photographs
    submitted.

> If photographs are not illustrative, this competency clause will be
> considered incomplete and the bid may be rejected as nonresponsible.

[Form C]{.underline}:

1.  Fill in the names, training (state formal academic training and
    on-the-job training), experience record (special commendations,
    unusual projects involved with), years with your firm, total years
    performing this specialty work, and a list of previous projects and
    dates they have worked on for your firm which were performed on
    projects of similar size and complexity to this project.

> Indicate if each individual has worked on any of the three projects
> you are submitting to establish the firm\'s competency. List all
> individuals who might be employed under this contract. No other
> individuals will be allowed to work on this site. Only individuals
> reviewed under this competency clause may perform under this contract.
> If additional individuals are added after award of the contract, their
> credentials must be approved by the Contracting Officer prior to their
> starting work.

[Form D]{.underline}:

1.  Fill out one form for each of the firms performing the three
    specialty categories of work. Provide original signatures for all
    copies. Notarize each signature.

1.3 [METHOD OF EVALUATION OF TECHNICAL QUALIFICATIONS]{.underline}:

A.  Purpose: To determine that the lower bidder is technically qualified
    to perform work which will serve the best interest of the
    Government.

B.  An evaluation panel, consisting of professionals, will be convened
    by the Government to review and rate all technical data requested of
    the bidders, immediately after bid opening.

**FOR INFORMATION**

**ON WRITING AND EDITING**

**COMPETENCY OF BIDDER CLAUSES**

**REFER TO**

***[PRESERVATION NOTE 3 - COMPETENCY OF BIDDER:]{.underline}***

***[DESK GUIDE AND CONTRACT CLAUSES]{.underline}***

(Appended to this Guide)

**00900 COMPETENCY OF BIDDER SPECIFICATIONS**

**Editor\'s Note: This issue of Preservation Notebook replaces
Preservation Notebook No. 3: Competency of Bidder (Nov. 1992). Please
discard Competency of Bidder specifications dated earlier than May 1993.
Use this version.**

The new **Desk Guide to 00900 Competency of Bidder Specifications** is
attached. Edit and insert these specifications into contract documents
for all projects affecting historic materials. The **Desk Guide**
includes:

Part I **General Instructions**

> Editing Contract Specifications
>
> Reviewing Proof of Competency Submissions

Part II **Qualification Standards for Specialty Work**

Part III **Competency of Bidder Specification Sections**

> 00120 Supplementary Instructions to Bidder (Competency portion only)
>
> 0900 Competency of Bidder
>
> 009\[01\] Competency of Restoration Specialist

**WHAT\'S NEW:**

**Separate sections for bidder and each specialty:** Each specialty now
has its own Competency section. Section 00900 describes the bidder\'s
submission requirements, emphasizing project management experience.
Competency clauses for each specialist follow in sequential order,
beginning with 00901. This organization enables the Government to
require that Contractors meet qualification standards specific to each
restoration trade. These standards include qualitative measures for
successful project execution to ensure that Contractors have the
knowledge and skills to comply with the Secretary of Interior\'s
Standards for Rehabilitation. Part II of the Desk Guide lists 30 common
restoration specialties and a variety of skills, or tasks, performed by
each specialty.

**Objective qualification standards:** The Desk Guide\'s quantitative
and qualitative measures increase objectivity in competency review by
ensuring that the same submission requirements are consistently
specified for the same tasks. These changes reduce the risk of
litigation and help Contractors by telling them exactly how the
Government defines \"successful work\" in their specialty.

**Simplified clause editing:** Project-specific instructions are now
inserted directly into the Bidder and Restoration Specialist submission
forms. General instructions are provided in the clause text, which
requires minimal editing.

**Time saving review forms:** To make competency submission reviews
easier and more consistent, reviewer evaluation boxes have been added to
the Bidder and Restoration Specialist submission forms. Reviewers simply
fill out the shaded areas on each form. A copy of the submission,
showing the reviewer\'s comments, is then returned to the bidder.

**CHECKLIST FOR EDITING COMPETENCY CONTRACT DOCUMENTS:**

Make sure all **four parts** of the Competency of Bidder Specifications
have been completed:

\_\_\_\_\_ **Section 00120 Supplementary Instructions to Bidders**

> The competency portions of Section 00120 require no project-specific
> editing. Insert as is into 1.06 Procurement Method, 3.02 Basis of
> Award, and 3.03 Proof of Competency.

\_\_\_\_\_ **Section 00900 Competency of Bidder**

Requires project-specific editing on Forms A and B.

\_\_\_\_\_ **Section 009\[01\] Competency of Restoration Specialist**

Complete the following project-specific editing:

\_\_\_\_\_ Create a *separate specification* for each specialty.

\_\_\_\_\_ Identify the *skills* required for each specialty.

\_\_\_\_\_ Insert *qualification standards* for each skill.

\_\_\_\_\_ **Materials Specifications**

> Cross reference all applicable Competency of Restoration Specialist
> sections in the corresponding materials specifications.

**CHECKLIST FOR REVIEWING COMPETENCY SUBMISSIONS:**

\_\_\_\_\_ **Review Forms:** Fill out shaded boxes on Bidder Forms A-C
and Restoration Specialist Forms AA-DD.

\_\_\_\_\_ **Cover Memorandum:** Write using desk guide format

**PACKAGING REVIEW SUBMISSIONS:**

\_\_\_\_\_ **Interim Submissions:** Submit to the GSA Project Officer
originals + 1 photocopy of:

a\) Cover memo b) Bidder\'s submission c) Review forms

\_\_\_\_\_ **Final Review (Approval):** Package as for interim
submissions. Distribute to:

Project Officer

District Manager

Historic Preservation Officer

**DESK GUIDE TO 00900 COMPETENCY OF BIDDER SPECIFICATIONS**

**TABLE OF CONTENTS**

> PAGE

**PART I. GENERAL INSTRUCTIONS**

EDITING CONTRACT SPECIFICATIONS 4

REVIEWING PROOF OF COMPETENCY SUBMISSIONS 5

REVIEW MEMORANDUM FORMAT 6

**PART II. QUALIFICATION STANDARDS FOR SPECIALTY WORK**

RESTORATION SPECIALTIES LIST (Alphabetical) 7

RESTORATION SPECIALTIES LIST (CSI Indexed) 8

QUALIFICATION STANDARDS 9-24

**PART III. SPECIFICATION SECTIONS**

00120 SUPPLEMENTARY INSTRUCTIONS TO BIDDER 26

00900 COMPETENCY OF BIDDER 27

Bidder Forms A-C 29,31,34

Reviewer Forms A-C (shaded boxes) 30,33,34

009\[01\] COMPETENCY OF RESTORATION SPECIALIST 35

Specialist Forms AA-DD 38,40,44,46

Reviewer Forms AA-DD (shaded boxes) 38,39,43,45,47

**PART I - GENERAL INSTRUCTIONS**

1)  This Desk Guide tells how to:

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a.  Edit competency specifications for projects involving historic
    properties

b.  Review bidders\' Proof of Competency submissions

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2)  Tips for successful construction projects:

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a.  Include Competency of Bidder specifications in contract documents
    for all projects affecting historic materials.

b.  Identify restoration specialties early in design development.

c.  Relate competency specifications directly to materials
    specifications as outlined below.

**EDITING CONTRACT SPECIFICATIONS**

There are four parts to every contract\'s Competency of Bidder
specifications:

(1) Section 00120 Supplementary Instructions to Bidder

(2) Section 00900 Competency of Bidder

(3) Section 009\[01\] Competency of Restoration Specialist

(4) Materials Specifications

Each part as follows:

(1) **Section 00120 Supplementary Instructions To Bidder:** These
    portions of 00120 alert bidders to the contract\'s bidder competency
    requirement, cross referencing Section 00900.

> *Competency portions of Section 00120 require no project-specific
> editing. Insert directly into 1.06 Procurement Method, 3.02 Basis of
> Award and 3.03 Proof of Competency*.

(2) **Section 00900 Competency of Bidder:** *requires the following
    project-specific editing*:

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a.  Form A: indicate whether or not the project requires scaffolding

b.  Form B: indicate whether the project requires experience managing
    jobs involving building interiors, exteriors, or both, based on
    contract scope.

c.  Delete all editorial instructions from final contract documents.

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(3) **Section 009\[01\] Competency of Restoration Specialist:** Common
    restoration specialties are listed in this Desk Guide. Each skill
    required for the specialty has its own qualification standards.
    However, all specialties and all skills are not listed. Unusual jobs
    may require the creation of additional specialties, skills and
    qualification standards.

*009\[01\] requires the following project -specific editing*:

a.  *Create a separate specification for each specialty*. Number the
    specifications sequentially, in the same order that corresponding
    materials specifications appear in the bid documents.

Example:

  ------------------------------- ---------------------------------------
  Materials Specification         Competency of Restoration Specialist

  04530 Stone Restoration and     00901 Competency of Stone
  Cleaning →                      Repair/Repointing Specialist

  04530 Stone Restoration &       00902 Competency of Masonry Cleaning
  Cleaning →                      Specialist

  06402 Interior Architectural    00903 Competency of Wood Refinishing
  Woodwork →                      Specialist
  ------------------------------- ---------------------------------------

b.  *Identify the skills required for each specialty*. Review the
    project\'s materials specifications. Using the Desk Guide, select
    and insert into Forms AA, BB, and CC all skills applicable to your
    project. Delete all editorial instructions from contract documents.

Example:

04500 Stone Repair/Repointing - Selected specialty skills: Repointing

Patching

> Dutchmen installation

c.  *Insert qualification standards for each skill.* Using the Desk
    Guide insert into Form BB the qualification standards for each
    skill. For skills not listed in the Desk Guide, create qualification
    standards modeled after those listed for similar skills.

Example:

Specialty: Stone Repair/Repointing Skill: Repointing Qualification
Standards:

-   3 projects in 4 years

-   Raked mortar without damaging stone

-   Matched existing/historic mortar joints in color, texture, profile,
    and other visual characteristics

-   Maintained original joint width

(4) **Materials Specifications:** *Cross reference* all applicable
    Competency of Restoration Specialist specification sections in the
    corresponding materials specifications. Insert this cross reference
    under Part I General, Quality Assurance. This Competency of
    Restoration Specialist citation replaces the standard contractor
    experience requirements otherwise cited under Quality Assurance.

Example:

Cite: In:

00903 Competency of Wood Refinishing Specialist 06402 Interior
Architectural Woodwork

**REVIEWING PROOF OF COMPETENCY SUBMISSIONS**

(1) **Review Forms:** Using a medium weight felt tipped pen, fill out
    the evaluation forms (shaded boxes) on Bidder Forms A-C and
    Restoration Specialist Forms AA-DD. Place the summary evaluation
    sheets on the top of each set of forms.

(2) **Cover Memorandum:** Write a brief memo using the format provided
    in the Desk Guide. Submit to the GSA Project Officer, along with the
    original plus one photocopy of the bidder\'s submission, including
    review forms and photographs.

**PACKAGING REVIEW SUBMISSIONS**

(1) **Interim Submissions:** Submit to the GSA Project Officer
    originals + 1 photocopy of:

a\) Cover memo b) Bidder\'s submission c) Review Forms

(2) **Final Review (Approval):** Package as described above for interim
    submissions. Send to:

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a.  GSA Project Officer

b.  District Manager

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c.  Historic Preservation Officer

**REVIEW MEMORANDUM FORMAT (SAMPLE)**

[Memorandum For Jesse Bowen]{.smallcaps}

[Contracting Officer]{.smallcaps}

[Construction Contracts Branch A (WPPA)]{.smallcaps}

[From: Gonzalo Cespedes]{.smallcaps}

[Project Officer (WPOC)]{.smallcaps}

[Through: John Smith]{.smallcaps}

[Historic Preservation Team Member]{.smallcaps}

[For Jane Doe & Associates, Architects]{.smallcaps}

SUBJECT: Bidder Competency Evaluation - Second Submission

> Pension Building - Galleries Renovation
>
> GS11P93MKCOO40\"U\"

The Competency of Bidder submission by Marlowe Heating and Air
Conditioning on behalf of the restoration specialists listed below is
complete. No further submissions are required.

00901 Unit Masonry Repair Specialist: Marlowe Heating and Air approved

Approved technicians:

Gary W. Marlowe

Marvin Murphy

00902 Lath and Plaster Specialist: D. L. Boyd Plastering, Inc. approved

Approved technicians:

Leonard Groomes

Michael Santoro

Only approved technicians may perform work on this project.

A detailed review of the submission is provided on the attached forms.
If you have any questions, please call John Smith at 202-222-2222.

cc: Richard Judson, North Construction District (WPCON)

Andrea Mones-O\'Hara, Historic Preservation Office (WPT)

**PART II - QUALIFICATION STANDARDS FOR SPECIALTY WORK:**

RESTORATION SPECIALTIES (listed alphabetically): PAGE

Bird Deterrent System 9

Demolition 9

Excavation 9

Flashing and Gutters 9

Flooring, Ceramic (See Tile)

Flooring, Resilient 10

Flooring, Wood 10

Glass 11

Hardware 12

Leather 12

Masonry Cleaning and Coating - Clay, Stone, Concrete 13

Masonry Repair/Repointing - Brick, Terra Cotta, Cast Stone 13

Masonry Repair/Repointing - Stone 14

Masonry Repair - Concrete 16

Metals 17

Painting 18

Painting, Ornamental 18

Plaster, Ornamental 19

Roofing - Clay Tile 19

Roofing - Slate 19

Roofing - Metal 19

Selective Demolition (See specific specialty trade)

Stucco 20

Terrazzo 20

Tile 20

Windows, Aluminum, Steel and Bronze 21

Windows, Wood 22

Wood, Architectural 23

Wood Doors (See Wood, Architectural)

Wood, Structural 24

RESTORATION SPECIALTIES (CSI indexed): PAGE

02060 Demolition (Building Demolition) 9

02070 Selective Demolition - Do not use\*

02200 Earthwork (Excavation) 9

03330 Architectural Cast in Place Concrete 13,16

03450 Architectural Precast 13,14

04525 Clay Masonry 13

04530 Stone Masonry Restoration and Cleaning 13-16

04570 Cast Stone 13

05500 Sheet Metal Fabrications 17

05700 Ornamental Metalwork 12,17

06100 Rough Carpentry 23-24

06400 Architectural Woodwork 23

07315 Slate Shingle Roofing 19

07320 Roofing Tile 19

07600 Flashing and Sheet Metal (Flashing, Gutters) 9

07610 Sheet Metal Roofing 19

08200 Wood Doors

08510 Steel/Bronze Windows 21

08520 Aluminum Windows 21

08610 Wood Windows 22

08710 Door Hardware 12

08800 Glazing 11

09200 Lath and Plaster (Ornamental) 19

09220 Portland Cement Plaster (Stucco) 20

09300 Ceramic Tile 20

09400 Terrazzo 20

09550 Wood Flooring 10

09660 Resilient Tile Flooring 10

09900 Painting (Plain, Ornamental) 18

10290 Pest Control (Bird Deterrent Systems) 9

12050 Fabrics (Leather) 12

\*Use appropriate material specification sections

**PART II. QUALIFICATION STANDARDS FOR SPECIALTY WORK**

MINIMUM STANDARDS REQUIRED FOR MEETING COMPETENCY IN THE FOLLOWING AREAS
OF SPECIALTY WORK: The following list is organized alphabetically by the
area of specialty work, particular skills required within the area of
specialty work, and the minimum standard for qualitative experience to
be applied to that skill:

**BIRD DETERRENT SYSTEMS - 10290 PEST CONTROL**

Anchoring into masonry joints:

-   3 projects in 3 years

-   no damage/no drilling into masonry units

Installing netting on ornamental surfaces:

-   3 projects in 3 years

-   netting was installed inconspicuously: taut, with clean edges (no
    sagging or bunching), conforming to architectural lines

Spot cleaning (water, poultice, or chemical):

-   2 projects in 3 years, using method specified for this project

-   no damage to masonry by cleaning products, tools, or equipment

-   no soiling of adjoining masonry by cleaning products or rinse water

**DEMOLITION - 02060 BUILDING DEMOLITION**

Documentation - measured drawings, photography:

-   3 projects in 4 years

-   documentation met HABS standards

**EXCAVATION - 02200 EARTHWORK**

Archeological monitoring:

-   2 projects in 10 years

Archeological research:

-   Phase I: 3 projects in 3 years

-   Phase II: 3 projects in 5 years

-   Phase III: 2 projects in 8 years

**FLASHING AND GUTTERS - 07600 FLASHING AND SHEET METAL**

Custom fabrication/replication:

-   3 projects in 4 years

-   at least two projects involved replicating configurations similar to
    those required for this project (e.g., complex curves)

Installation:

-   3 projects in 4 years

Patching/repair:

-   3 projects in 4 years

-   no damage to sound metal

-   other than material weathering differences, patches/repairs were
    neatly-executed and inconspicuous

-   watertight

**FLOORING, CERAMIC - (See TILE)**

**FLOORING, RESILIENT - 09660 RESILIENT TILE FLOORING:** Includes
historic cork flooring, linoleum, rubber tile, and other resilient
materials

Cleaning/Refinishing:

-   2 projects in 10 years, involving either cork, linoleum, or rubber
    tile more than 50 years old

-   no damage to flooring by cleaning products, tools, or equipment

-   no damage to adjoining finishes

-   preserved sound original finishes

-   accurately replicated historic finishes, when non-extant or
    deteriorated

Custom fabrication/replication:

-   2 projects in 10 years, involving either cork, linoleum, or rubber
    tile

-   accurately replicated historic flooring in color, texture, pattern,
    and other visual characteristics

Installation:

-   3 projects in 4 years, involving any type of resilient flooring

Patching/repair.

-   2 projects in 10 years, involving either cork, linoleum, or rubber
    tile

-   no damage to sound flooring

-   repair was inconspicuous

-   patches blended with historic flooring in color, texture, pattern,
    and other visual characteristics

-   patches adhered a minimum of one year

**FLOORING, WOOD - 09550 WOOD FLOORING**

Cleaning/refinishing:

-   3 projects in 4 years, involving application techniques similar to
    those specified for this project

-   no damage to/discoloration of wood substrate by cleaning products,
    tools, or equipment

-   no damage to adjoining finishes

-   sanding: created no gouges or ridges, secured loose pieces in
    advance to avoid damage during sanding

-   cleaning- preserved existing historic finishes

-   refinishing: matched original finish appearance, including color,
    gloss, and other surface characteristics

In kind replacement/replication:

-   3 projects in 4 years

-   wood parquet flooring: at least one project must have involved wood
    parquet repair/replacement of similar complexity

-   accurately replicated historic flooring in color, wood grain
    character, sizes and configuration of wood pieces, finish and visual
    qualities

Patching/repair

-   3 projects in 4 years

-   wood parquet flooring: at least one project must have involved wood
    parquet repair of similar complexity

-   no damage to sound flooring

-   repair was inconspicuous

-   patches blended with historic flooring in color, wood grain
    character, finish, and other visual qualities

Treating unusual conditions (e.g. sun damage, fire damage, water
damage):

-   illustrate training or experience involving similar problem(s) which
    enables you to solve this project\'s problem(s)

**GLASS - 08800 GLAZING**

Custom fabrication/replication:

-   1 project in 20 years, involving similar glass to that required for
    this project (e.g., structural. figured, stained)

-   replicas must have accurately recreated the original glass\' color,
    transparency, polish, and other visual characteristics

-   obsolete materials: substitutions for glass products no longer
    manufactured must have resembled the original glass in color,
    transparency, polish, figuring and visual characteristics and
    blended visually with originals

Structural glass patching:

-   2 projects in 10 years, involving either polished stone or
    structural glass

-   patches must have reproduced the original glass\' color and surface
    character sufficiently that patches are inconspicuous and blend with
    original glass

Structural glass repair/readhesion:

-   2 projects in 10 years, involving either polished stone or
    structural glass, using similar repair procedures to those required
    for this project

-   repairs were inconspicuous

-   no damage to existing sound material

Regrouting structural glass

-   2 projects in 10 years, involving either polished stone or
    structural glass

-   removed unsound grout without damaging stone/glass

-   matched existing/historic grout in color, texture, profile, and
    other visual characteristics

Sealant Installation:

-   3 projects in 4 years, involving structural glass or any stone

-   removed old grout/sealant cleanly, without damaging glass/stone

-   sealant matched existing grout or glass/stone color

-   sealant applied neatly, not spreading onto glass/stone surface

-   sealant adhered to both sides of joint

-   uniform sealant beds

-   watertight installation

**HARDWARE - 08710 DOOR HARDWARE/ 05700 ORNAMENTAL METALWORK**

Cleaning/Refinishing:

-   3 projects in 6 years, involving same type of metal and using
    techniques specified for this project

-   Nickel alloys: 2 projects in 10 years

-   no damage to hardware by cleaning products, tools, or equipment

-   no damage to adjoining finishes by cleaning products, tools, or
    equipment

-   accurate replication of historic finishes

Replating

-   3 projects in 4 years

-   accurately recreated original finishes

-   uniform surface appearance

-   no damage to hardware

Custom fabrication/replication:

-   2 projects in 10 years

-   accurate replication of original hardware in form, material, and
    finish

Installation:

-   3 projects in 8 years

-   no damage to hardware

-   no damage to adjoining finishes

-   hardware adjusted as necessary to function properly

Repair - soldering, welding, removing dents, replacement of parts, etc.

-   2 projects in 10 years

-   no damage to hardware

-   no loss of hardware function as a result of repair

-   repair was inconspicuous

**LEATHER - 12050 FABRICS**

Cleaning/spot removal:

-   1 project in 20 years

-   no damage to leather by cleaning products, tools, or equipment

-   no damage to adjoining finishes by cleaning products, tools, or
    equipment

Custom fabrication/replication:

-   1 project in 20 years

-   accurate replication of original leather in color, texture, and
    other visual characteristics

Repair:

-   1 project in 20 years

-   no damage to sound leather

-   no damage to adjoining finishes

-   repair was inconspicuous

**MASONRY CLEANING AND COATING** - 04525 CLAY MASONRY AND 04530 STONE
MASONRY RESTORATION AND CLEANING/ 04720 CAST STONE/ 03300 ARCHITECTURAL
CAST IN PLACE CONCRETE/ 03450 ARCHITECTURAL PRECAST: includes Terra
Cotta, Brick, Cast Stone, Stone, Concrete

General exterior cleaning:

-   3 projects in 4 years, using techniques specified for this project

-   no damage or discoloration of masonry by cleaning products or
    equipment

Marble, limestone, polished stone cleaning:

-   3 projects in 4 years, involving the same type(s) of masonry, using
    techniques specified for this project

-   no damage or discoloration of masonry by cleaning products or
    equipment

Stain removal:

-   3 projects in 4 years, showing use of similar procedures on similar
    masonry

-   no damage or discoloration of masonry by cleaning products or
    equipment

General Interior Cleaning:

-   3 projects in 4 years, using techniques specified for this project

-   no damage or discoloration of masonry by cleaning products or
    equipment

Interior Cleaning of Polished Stone or Mosaic Tile:

-   3 projects in 4 years, using method specified for this project

-   no damage or discoloration of masonry by cleaning products or
    equipment

Application of Repellent Coatings:

-   2 projects in 5 years

-   no damage or discoloration of masonry by coating products or
    equipment

**MASONRY REPAIR/REPOINTING - BRICK, TERRA COTTA, CAST STONE - 04525
CLAY**

**MASONRY RESTORATION AND CLEANING/ 04720 CAST STONE**

Repointing:

-   3 projects in 4 years, involving either \" of masonry listed above,
    or cast stone (more difficult)

-   raked mortar without damaging masonry

-   matched existing/historic mortar joints in color, texture, profile,
    and other visual characteristics

-   maintained original joint width

-   projects must involve building more than 50 years old (experience
    with historic materials required)

-   no mortar left on face of masonry

Sealant Installation:

-   3 projects in 4 years, involving either type of masonry listed
    above, or cast stone

-   removed old mortar/sealant cleanly, without damaging masonry

-   sealant matched existing masonry color

-   sealant applied neatly, not spreading onto masonry surface

-   sealant applied properly (as directed), including backer rod and
    weep holes or other means specified for vapor transmission

-   uniform sealant beds

-   watertight installation

Dismantling and resetting:

-   3 projects in 4 years, involving either type of masonry listed
    above, or cast stone

-   careful removal to salvage existing masonry

-   no damage to sound adjoining masonry

-   reinstalled masonry aligned with existing units

Matching/replication:

-   3 projects in 5 years, involving either type of masonry listed above

-   matched masonry color, texture, size, and other visual
    characteristics

-   For terra cotta projects, at least one project must have involved
    terra cotta replication

Installation of new (replicate) terra cotta or cast stone:

-   3 projects in 5 years, involving either terra cotta. cast stone, or
    natural stone

-   new units align with existing, following existing joint pattern and
    pointing characteristics.

Installation of new (replicate) brick:

-   3 projects in 5 years, involving either brick, terra cotta, cast
    stone, or natural stone

-   new units align with existing, following existing joint pattern and
    pointing characteristics.

Patching:

-   3 projects in 4 years, involving either brick, terra cotta, cast
    stone, or natural stone

-   used similar materials and procedures to those specified for this
    project

-   no damage to sound masonry

-   matched color, texture, and other visual characteristics of existing
    masonry

-   maintained original joint locations; patches did not bridge joints

Surface replication of glazed terra cotta, glazed brick, or
polished/figured stone:

-   2 projects in 10 years, at least one completed within past 5 years

-   projects involved either type of masonry listed above

-   matched color, texture, gloss, and other visual characteristics of
    existing masonry

Crack Repair:

-   3 projects in 5 years, involving terra cotta, brick, cast stone, or
    natural stone

-   no damage to sound masonry

-   surface of crack repair matched existing masonry in color, texture,
    and other visual characteristics

-   hairline cracks: grout color matched to masonry or crack raked and
    pointed/patched with matching mortar

**MASONRY REPAIR/REPOINTING - STONE - 04530 STONE MASONRY RESTORATION
AND**

**COATING**

Repointing:

-   3 projects in 4 years

-   raked mortar without damaging stone

-   matched existing/historic mortar joints in color, texture, profile,
    and other visual characteristics

-   maintained original joint width

-   no mortar left on face of stone

Sealant Installation:

-   3 projects in 4 years

-   removed old mortar/sealant cleanly, without damaging stone

-   sealant matched stone/mortar color

-   sealant applied neatly, not spreading onto stone surface

-   sealant adhered to both sides of joint

-   sealant applied properly (as directed), including backer rod and
    weep holes or other specified vapor transmission

-   uniform sealant beds

-   watertight installation

Dismantling and resetting:

-   3 projects in 4 years

-   careful removal to salvage existing stone

-   no damage to sound adjoining stone

-   reset stones aligned with existing units

Cutting:

-   3 projects in 4 years

-   careful removal to salvage existing stone

-   no damage to sound adjoining stone

-   straight and uniform cuts with no irregularities

Matching/Replication:

-   3 projects in 5 years

-   matched color, texture, size, surface pattern (if present), and
    other visual characteristics

Installation of new matching stone:

-   3 projects in 5 years

-   new units align with existing, following existing joint pattern and
    pointing characteristics

-   veining or weathering (salvage stone) runs in same direction as that
    of existing stone

Dutchman installation:

-   2 projects in 10 years

-   no damage to sound stone

-   matched color, texture, and other visual characteristics of existing
    stone

-   new pieces aligned with existing stone, following existing joint
    pattern and pointing characteristics

-   veining or weathering (salvage stone) runs in same direction as that
    of existing stone

-   joints between dutchman and remaining (partial) stone units are
    inconspicuous (pieces appear as one on cursory view)

Crack Repair:

-   3 projects in 5 years

-   no damage to sound stone

-   surface of crack repair matched existing masonry in color, texture,
    and other visual characteristics

-   hairline cracks: grout color matched to masonry or crack raked and
    pointed/patched with matching mortar

Patching:

-   3 projects in 4 years

-   used similar materials and procedures to those specified for this
    project

-   no damage to sound stone

-   matched color, texture, and other visual characteristics of existing
    stone

-   matched masonry vapor transmission characteristics

-   maintained original joint locations; patches did not bridge joints

Surface replication of polished/figured stone:

-   2 projects in 10 years, at least one completed within past 5 years

-   projects involved either type of polished/figured stone, or glazed
    brick/terra cotta.

-   matched color, texture, gloss, and other visual characteristics of
    existing masonry

**MASONRY REPAIR - CONCRETE - 03120 ARCHITECTURAL CAST IN PLACE/ 03300
CAST IN PLACE/ 03450 ARCHITECTURAL PRECAST**

Sealant Installation:

-   3 projects in 4 years, involving any type of masonry

-   removed old mortar/sealant cleanly, without damaging masonry

-   sealant matched existing masonry color

-   sealant applied neatly, not spreading onto masonry surface

-   sealant adhered to both sides of joint

-   sealant applied properly (as directed), including backer rod and
    weep holes or other means specified for vapor transmission

-   uniform sealant beds

-   watertight installation

Patching:

-   3 projects in 4 years, involving patching of any type of masonry

-   used similar materials and procedures to those specified for this
    project

-   no damage to sound masonry

-   matched color, texture, and other visual characteristics of existing
    masonry

-   matched concrete vapor transmission characteristics

-   maintained original joint locations; patches did not bridge joints

-   painted concrete: matched surface texture of existing masonry

Crack Repair:

-   3 projects in 5 years, involving any type of masonry

-   no damage to sound masonry

-   surface of crack repair matched existing masonry in color, texture,
    and other visual characteristics

-   hairline cracks: grout color matched to concrete or raked and
    pointed with matching mortar

**METALS - 05580 SHEER METAL FABRICATIONS/ 05700 ORNAMENTAL METALWORK**

Cleaning/refinishing/polishing:

-   3 projects in 4 years, involving same type of metal and using
    cleaning/refinishing/polishing techniques specified for this project

-   Nickel alloys: 2 projects in 10 years

-   no damage to metal by cleaning/polishing products, tools, or
    equipment

-   no damage to adjoining finishes

-   accurate replication of historic finishes

-   cleaning/polishing followed metal grain

-   protective lacquer application: smooth, uniform, with no drips or
    sags

-   polishing: matched original polish gloss characteristics

Replating:

-   3 projects in 4 years

-   accurately recreated original finishes

-   uniform surface appearance

-   no damage to metal

Paint stripping:

-   3 projects in 4 years, involving similar techniques to those
    specified for project

-   removed corrosion products completely

-   achieved uniform, smooth surface without loss of detail or damage to
    metal substrate

-   no damage to adjoining finishes

Custom fabrication/replication:

-   2 projects in 10 years

-   accurate replication of original metal in form, material, and finish

Removal/installation:

-   3 projects in 8 years

-   no damage to metals being removed and salvaged

-   no damage to new or salvaged metals being (re)installed

-   no damage to adjoining finishes

Repair - replacement of parts, cutting, welding, soldering filling
dents, patching, etc.

-   3 projects in 7 years, involving similar types of repairs

-   no damage to sound metal

-   repair was inconspicuous: follows original design, contours,
    detailing, finish

-   left no sharp edges or other safety hazards

-   watertight connections between new and existing materials

-   repair blended visually with existing sound metal

Painting:

-   3 projects in 4 years

-   surface preparation: loose paint removed, surface smoothed/cleaned
    as necessary to assure adhesion and neat finished appearance

-   application: smooth and uniform, with no drips or sags

Sealant Installation:

-   3 projects in 4 years

-   removed sealant cleanly, without damaging metal or adjoining
    materials

-   sealant matched existing metal/wall color, as required

-   sealant was applied neatly, not spreading onto adjoining surfaces

-   sealant adhered to both sides of joint

-   uniform sealant beds

-   watertight installation

**PAINTING - 09900 INTERIOR AND EXTERIOR**

General:

-   3 projects in 4 years

-   surface preparation: loose paint removed, surface smoothed/cleaned
    as necessary to assure adhesion and neat finished appearance

-   application: smooth and uniform, with no drips or sags

**PAINTING, ORNAMENTAL - 09900 INTERIOR AND EXTERIOR**

Replication: Faux finishes/multiple-coat ornamental paint systems:

-   3 projects in 4 years

-   accurate replication of ornamental paint system\'s color, texture,
    pattern, luminosity, and other visual characteristic

-   faux finishes: projects replicated either an existing faux finish, a
    historic faux finish (based on visual documentation), or an existing
    natural material in the building

-   ornamental paint systems other than faux finishes: as least one
    project must involve replication of an ornamental paint system
    similar to that specified for this project (e.g., glazed paint
    system)

Leaf:

-   3 projects in 4 years

-   accurate replication of existing/historic leaf material, color, and
    other visual qualities

Metallic paints:

-   3 projects in 4 years

-   accurate replication of existing or historic metallic paint\'s color
    and other visual qualities

-   infill/patching: selected paint with similar weathering
    characteristics to existing, to assure long term match

Stencilling:

-   3 projects in 4 years

-   accurate replication of existing or historic stencilling color,
    pattern, placement, and other visual qualities

Acrylic lacquer application:

-   3 projects in 4 years

-   coats applied smoothly and uniformly, with no drips or sags.

Ornamental paint cleaning/conservation:

-   3 projects in 5 years, using techniques specified for the project

-   no damage to/discoloration of sound paint by cleaning/conservation
    materials or equipment

**PLASTER, ORNAMENTAL - 09200 LATH AND PLASTER**

Paint removal:

-   3 projects in 6 years

-   restored plaster ornament detailing without damaging substrate

Consolidation: see Ornamental Paint cleaning/conservation

Repair/replication:

-   3 projects in 4 years

-   accurate replication of plaster castings or moldings by casting or
    in place modeling

-   new work replicated existing form and surface texture

-   replications were comparable in complexity to those in this project

-   repairs were inconspicuous

-   new work aligned with existing ornament

**ROOFING - 07315 SLATE SHINGLES**

Repair:

-   3 projects in 5 years, involving techniques similar to those
    specified for this project

-   replacement slates matched originals in color, size, and other
    visual characteristics

-   repairs were inconspicuous

Replacement in kind:

-   3 projects in 5 years

-   matched original slates in color, size, and other visual
    characteristics

**ROOFING - 07320 ROOFING TILE - CLAY**

Repair:

-   3 projects in 10 years, involving techniques similar to those
    specified for this project

-   replacement tiles matched original materials in color (including
    color range, if variegated) and other visual characteristics

-   repairs were inconspicuous: new work blended in and aligned with
    existing

Replacement:

-   3 projects in 10 years

-   matched original materials in color, texture, and other visual
    characteristics

**ROOFING - 07610 SHEET METAL ROOFING:** Standing or flat seam, tin
shingle

Repair:

-   3 projects in 5 years, using techniques specified for this project

-   matched original metal in color, texture, and other visual
    characteristics

-   matched roof configuration, including contours and ornamental
    details

-   repairs were inconspicuous

Replacement:

-   3 projects in 5 years, at least one project involving the particular
    roof system specified for project

-   matched original materials in color, texture, and other visual
    characteristics

-   matched roof configuration, including contours and ornamental
    details

**SELECTIVE DEMOLITION** - see specific specialty trade

**STUCCO - 09220 PORTLAND CEMENT PLASTER (INTERIOR AND EXTERIOR)**

Repair/replacement:

-   2 projects in 5 years

-   removed unsound stucco without damaging wood/masonry substrate

-   new stucco (patches/replaced areas) matched original in color,
    texture, and other visual characteristics

**TERRAZZO - 09400 TERRAZZO**

Resurfacing:

-   3 projects in 8 years

Replication (replacement in kind):

-   2 projects in 8 years

-   matched color, texture, chip size, and other visual characteristics

Patching:

-   2 projects in 8 years

-   matched color, texture, chip size, and other visual characteristics

-   no damage to sound terrazzo

Crack Repair:

-   2 projects in 8 years

-   no damage to sound terrazzo

-   repair not conspicuous: blended with color and texture of adjoining
    terrazzo

**TILE - 09300 TILE: CERAMIC, MOSAIC, GLAZED WALL, QUARRY, PAVERS
09385**

**DIMENSION STONE - TILE: MARBLE, GRANITE, LIMESTONE, SLATE**

Deep cleaning/stain removal:

-   2 projects in 15 years

-   no damage to tile by cleaning products, tools, or equipment

Replication (replacement in kind):

-   2 projects in 8 years

-   matched tile color, finish, texture, size, shape, grout color and
    texture, tile layout, and other visual characteristics

-   no damage to sound tile

Crack Repair:

-   2 projects in 8 years

-   no damage to sound tile

-   repair not conspicuous: blended with color and texture of adjoining
    tile

Interior Cleaning of Polished Stone or Mosaic Tile:

-   3 projects in 4 years, using method specified for this project

-   no damage of masonry by cleaning products or equipment

Application of Repellent Coatings:

-   2 projects in 5 years

-   no damage to/discoloration of masonry by mating products or
    equipment

**WINDOWS - 08520 ALUMINUM/ 08510 STEEL/ BRONZE**

Custom fabrication/replication:

-   2 projects in 8 years

-   accurate replication of historic aluminum, steel, or bronze windows
    in size, and detailing, including muntin profile and configuration

Window removal and installation:

-   2 projects in 8 years, involving removal of existing windows and
    installation of new or repaired/salvaged windows

-   no damage to window frame

-   no damage to adjoining finishes

-   newly installed windows align with existing frames, operate
    properly, conform to existing opening sizes

Repair - replacement of parts, soldering, welding, filling dents, etc.

-   3 projects in 7 years

-   no loss of window function as a result of repair

-   repair was inconspicuous; conformed to existing window detailing

-   watertight

Repair - aligning, straightening, restoring operability, repairing
weather-stripping

-   3 projects in 7 years

-   repair was inconspicuous, no alteration of original window
    appearance

-   watertight

Installing new weather-stripping

-   2 projects in 5 years

-   no damage to windows or adjoining finishes

-   window operability maintained

Glazing:

-   3 projects in 4 years

-   no damage to windows

-   replicated historic glazing appearance

Painting:

-   3 projects in 4 years

-   surface preparation: loose paint removed, surface smoothed/cleaned
    as necessary to assure adhesion and neat finished appearance

-   application: smooth and uniform, with no drips or sags

-   window operability maintained, no openings painted shut

Sealant Installation:

-   3 projects in 4 years

-   removed sealant cleanly, without damaging windows or adjoining
    materials

-   sealant matched existing window/wall color, as required

-   sealant applied neatly, not spreading onto window or wall surface

-   sealant adhered to both sides of joint

-   uniform sealant beds

-   watertight installation

**WINDOWS - 08610 WOOD WINDOWS**

Custom fabrication/replication:

-   3 projects in 4 years

-   accurate replication of historic wood windows in size, and
    detailing, including muntin profile and configuration

Window removal and installation:

-   3 projects in 6 years, involving removal of existing windows and
    installation of new or repaired/salvaged windows

-   no damage to window frame or building during removal

-   no damage to adjoining finishes

-   newly installed windows align with existing frames, operate
    properly, conform to existing opening sizes

Repair - slicing/replacing window members

-   3 projects in 6 years

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-   no damage to sound wood

-   repair was inconspicuous

Consolidation/epoxy fill repair:

-   3 projects in 4 years, using epoxy fill able to be tooled

-   no damage to sound wood

-   repair was inconspicuous

-   patches conform to profile/contours of historic woodwork

-   technicians must have successfully completed a minimum of 2 days

-   training in use of epoxy product(s), for structural applications,
    and a minimum of 1 day of training, for non-structural applications

Preservative treatments:

-   2 projects in 5 years

-   no damage to sound woodwork

-   treatment must be done by, or under direction of, certified pest
    control operator

Glazing:

-   3 projects in 4 years

-   no damage to windows

-   replicates historic glazing appearance

Painting:

-   3 projects in 4 years

-   surface preparation: loose paint removed, surface smoothed/cleaned
    as necessary to assure adhesion and neat finished appearance

-   application: smooth and uniform, with no drips or sags

-   window operability maintained; no openings painted shut

Sealant Installation:

-   3 projects in 4 years

-   removed sealant cleanly, without damaging windows or adjoining
    materials

-   sealant matched existing window/wall color, as required

-   sealant applied neatly, not spreading onto window or wall surface

-   sealant adhered to both sides of joint

-   uniform sealant beds

-   watertight installation

**WOOD - 06401 EXTERIOR ARCHITECTURAL WOODWORK**

**06402 INTERIOR ARCHITECTURAL**

Cleaning - conserving an existing finish:

-   2 projects in 10 years, involving cleaning techniques similar to
    those specified for this project

-   preserved existing historic finishes (stain and/or surface coatings)

-   cleaning of existing shellac, varnish, lacquer finishes: at least
    one project must have involved conserving an existing surface
    coating

-   no damage to/discoloration of wood substrate by cleaning products,
    tools, or equipment

-   no damage to adjoining finishes

-   did not alter original finish color, gloss, or other visual
    qualities

Stain removal:

-   2 projects in 8 years

-   no damage to/discoloration of wood substrate by cleaning products,
    tools, or equipment

-   no damage to adjoining finishes

Refinishing/replicating an historic finish:

-   3 projects in 5 years, involving application techniques similar to
    those specified for this project

-   no damage to wood

-   no damage to adjoining finishes

-   sanding: created no gouges or ridges

-   refinishing: matched original finish appearance, including color,
    gloss, and other surface characteristics

> Finishing - staining, applying shellac, varnish, lacquer, or oil
> (traditional materials and techniques, not necessarily matching a
> particular finish)

-   3 projects in 3 years, involving application techniques similar to
    those specified for this project

-   no damage to wood

-   no damage to adjoining finishes

In kind replacement/replication:

-   3 projects in 4 years

-   accurately replicated historic wood in color, grain character, form,
    finish and other visual qualities

Patching/repair:

-   3 projects in 4 years

-   no damage to sound wood

-   repair was inconspicuous

-   patches blended with historic wood in color, grain character,
    finish, and other visual qualities

Consolidation/epoxy fill repair

-   3 projects in 4 years, using epoxy fill

-   no damage to sound wood

-   repair was inconspicuous

-   patches conform to profile/contours of historic woodwork

-   technicians must have successfully completed a minimum of 1 day of
    training in use of epoxy product(s)

Treating unusual conditions (e.g. sun damage, fire damage, water
damage):

-   Illustrate training or experience involving similar problem(s) which
    enables you to solve this project\'s problem(s)

Preservative treatments (active infestations):

-   2 projects in 5 years

-   no discoloration of sound, unpainted woodwork o no damage to sound
    woodwork

-   treatment must be done by, or under direction of, certified pest
    control operator

**WOOD DOORS** (See Wood, Architectural)

**WOOD, FLOORING** (See Flooring, Wood)

**WOOD, STRUCTURAL - 06100 ROUGH CARPENTRY/ 06130 HEAVY TIMBER
CONSTRUCTION**

Consolidation/epoxy fill repair

-   3 projects in 4 years, using epoxy fill able to be tooled

-   no damage to sound wood

-   repair was inconspicuous

-   patches conform to profile/contours of historic woodwork

-   technicians must have successfully completed a minimum of 2 days
    training in use of epoxy product(s)

Treating unusual conditions (e.g. sun damage, fire damage, water
damage):

-   illustrate training or experience involving similar problem(s) which
    enables you to solve this project\'s problem(s)

Preservative treatments:

-   2 projects in 5 years

-   no damage to sound woodwork

-   treatment must be done by, or under direction of, certified pest
    control operator

\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*

**PART III - SPECIFICATION SECTIONS**

PAGE

00120 SUPPLEMENTARY INSTRUCTIONS TO BIDDER 26

(Competency portions only)

00900 COMPETENCY OF BIDDER 27

Bidder Forms A-C 29,31,34

Reviewer Forms A-C (shaded boxes) 30,33,34

009\[01\] COMPETENCY OF RESTORATION SPECIALIST 35

> Specialist Forms AA-DD 38,40,44,46
>
> Reviewer Forms AA-DD (shaded boxes) 38,39,43,45,47
>
> Summary Evaluation Form 47

**NOTE TO EDITOR: INSERT IN SECTION 00120 SUPPLEMENTARY INSTRUCTION TO
BIDDERS. THIS INSERT REQUIRES NO EDITING.**

00120 SUPPLEMENTARY INSTRUCTIONS TO BIDDERS

1.06 PROCUREMENT METHOD

A.  General

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1.  Definitions

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a.  Technically Qualified (or competent) Bidder

> A technically qualified bidder is a bidder who meets all of the
> technical qualifications for the categories stipulated in this
> contract.

b.  Non-Responsible Bidder

> A non-responsible bidder is a bidder who has failed to complete the
> forms provided as directed, including submission of photographs, or
> whose work does not meet the standards for competency as created by
> the competency clause requirements. GSA reserves the right to reject
> the bid of any bidder determined to be non-responsible.

3.02 BASIS OF AWARD

C.  The bidder or the subcontractor whom the bidder will use for the
    performance of this work shall meet the competency qualifications
    defined in SECTION 00900 Series. Proof of competency is required to
    be submitted within seven days of the Contracting Officer\'s
    request. Only one Technical Qualifications Data Package may be
    submitted by each bidder. The Government reserves the right to ask
    for additions or changes to the Technical Qualifications Data
    Package submission. Each bidder shall propose only one specialty
    firm for each specialty category listed.

D.  The bid may be rejected if the bidder or his subcontractor has
    established on former jobs, either Government, municipal or
    commercial, a record for unsatisfactory work, has repeatedly failed
    to complete contracts awarded to them within the contract time, or
    otherwise fails to meet the specified competency qualifications.

3.03 PROOF OF COMPETENCY

1.  The Proof of Competency (Technical Qualifications Data Package)
    shall be sufficiently complete and organized to insure that
    evaluation can be made on the basis of its content. It is important
    that the Proof of Competency (the Technical Qualifications Data
    Package) be organized as specified in SECTION 00900 SERIES
    COMPETENCY OF BIDDER and COMPETENCY OF SPECIALIST FOR RESTORATION
    SKILLS-TECHNICAL QUALIFICATIONS and exactly follow the paragraph
    numbers therein since the evaluation will parallel the specified
    order. For the same information to apply to more than one paragraph,
    it must be repeated in its entirety each time.

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a.  Elaborate binders, graphics, brochures, appendices and illustrations
    are neither necessary nor desired.

b.  Legibility, completeness and adherence to the prescribed format are
    essential. Failure to do any of the above may be grounds for
    rejection of bid.

**NOTE TO EDITOR: EDIT THIS SPECIFICATION AS INDICATED IN BOLD UPPER
CASE TEXT. DELETE ALL EDITORIAL INSTRUCTIONS FROM FINAL CONTRACT
DOCUMENTS.**

SECTION 00900 COMPETENCY OF BIDDER CLAUSE: GENERAL CONTRACTOR

Part I - General

1.01 DESCRIPTION OF REQUIREMENTS

A.  The type of requirement specified in this section relates to the
    determination by GSA of the competency of the Bidder to perform this
    contract.

B.  The Bidder will be deemed competent and technically qualified when
    the bidder provides the information requested on the Technical
    Qualifications Data Forms included in this section in sufficient
    form and quantity so a determination can be made that the bidder has
    fulfilled the minimum requirements as stated in the forms.

C.  This information shall be provided to the Contracting Officer within
    seven days of his/her request.

D.  Failure on the part of the Bidder to provide thoroughly completed
    Technical Qualifications Data Forms and the necessary photographic
    documentation requested herein will result in the Bidder being found
    non-responsible and may be grounds for rejection of the bid.

1.01 INSTRUCTIONS FOR COMPLETING THE TECHNICAL QUALIFICATIONS DATA FORMS
A-C.

A.  The Bidder is to complete all information requested on the forms.
    For those areas where the bidder or subcontractor must meet a
    minimum requirement in order to be considered technically qualified
    and competent, provide sufficient detail to substantiate your
    qualifications. It is important to follow the format provided.

B.  Specific guidelines for each form follow:

Remember: Provide original signature and Notary\'s seal on Form C.

FORM A: BIDDER\'S BACKGROUND

1.  Fill out firm name, address, telephone number, date, authorized
    official, title and corresponding telephone number. Authorized
    official must have authority to negotiate and contractually bind
    your company.

2.  Provide information regarding your plant/facilities and equipment.

3.  Describe your firm\'s project management skills. Minimum
    requirement: must have an individual assigned to the project who has
    had five years of project management experience on renovation
    projects. Identify the individual\'s experience by providing name,
    address, date and client for three renovation or restoration
    projects that the project manager has run.

4.  Provide a project management plan, in your own words, discussing how
    you will proceed through the contract requirements to perform the
    applicable work. Minimum requirement: must provide a plan that
    addresses the project schedule.

FORM B: EXAMPLES OF BIDDER\'S COMPLETED PROJECTS

See Form B for project-specific requirements.

1.  Minimum Requirements: Provide complete information for all projects.
    Projects must meet the required time frames stated on Form B.
    Projects must have included restoration/renovation of historic
    properties of the size and complexity of the proposed project.
    Project descriptions must show successful experience involving
    interior or exterior spaces and materials, as stated on Form B.

> Describe the nature of this work and indicate how your special skills
> were relevant to each project in sufficient detail to allow a
> determination to be made that the selected project is within the same
> scope of work as the proposed project.

2.  Fill out project name, completed date, and location. Give a thorough
    description of the work performed, explaining the materials and
    methods used to perform the work in sufficient detail for GSA to
    determine that the project is similar in complexity to the proposed
    project.

> Provide color photographs of each project listed as examples of the
> General Contractor\'s work (Polaroids will suffice). Use good judgment
> regarding proper distances to demonstrate the required
> skills/craftsmanship.
>
> Provide numbered labels, applied to the back of each photograph.
> Provide the name of the project, the work\'s completion date, and a
> thorough description of the work shown in the photo. Mark the surface
> of the photo to show the precise location and extent of your work.
>
> Coordinate the written data with the photographs. Use corresponding
> numbers for citations in the project description and the photograph
> label numbers.

3.  Fill out the client\'s name for each project represented, including
    address, contact person for the client, his/her title, telephone
    number and address. Minimum requirement: Client\'s contact person
    must provide a satisfactory rating as to quality, schedule and price
    for each project.

FORM C: CERTIFICATION OF BIDDER\'S QUALIFICATIONS

Provide all of the information and the original signature. Notarize the
signature.

Minimum Requirement: This form must be completed in its entirety.

1.03 METHOD OF EVALUATION OF TECHNICAL QUALIFICATIONS DATA FORMS

A.  Purpose: to determine that the low bidder is technically qualified
    to perform work which will best serve the interests of the
    Government.

B.  An evaluation panel, consisting of professionals, will be convened
    after bid opening to review all technical data requested of the
    bidders.

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1.  The bid will be considered only if that firm is found to be
    technically qualified. Technical qualification will be established
    as a pass/fail evaluation.

FORM A: BIDDER\'S BACKGROUND (Page 1 of 2)

TECHNICAL QUALIFICATION DATA

1\. FIRM
NAME:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

FIRM
ADDRESS:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

FIRM TELEPHONE
NUMBER:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

AUTHORIZED
OFFICIAL:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

(Note: Authorized official must have authority to negotiate and
contractually bind the company)

TELEPHONE
NUMBER:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

2\. Provide a short narrative describing the firm\'s location and
facilities.

**NOTE TO EDITOR: DELETE SCAFFOLDING REQUIREMENT FOR JOBS REQUIRING
NONE**

> Minimum requirement: must have scaffolding or capability to provide it
> as well as a scaffolding plan that meets OSHA requirements to perform
> this contract. Cite proposed source for scaffolding plan.

3\. Describe your firm\'s project management skills which are relevant
to this project.

> Minimum requirement: must have at least one individual assigned to the
> proposed project who has had five years of project management
> experience on renovation/restoration projects. Provide his/her name
> with a list of three projects for which he/she performed the project
> management. For each project provide the project name, address, date,
> and the name and telephone number of the client contact most familiar
> with your project manager\'s performance on the project.

FORM A: BIDDER\'S BACKGROUND (page 2 of 2)

4.  Describe in your own words how you will proceed through the contract
    requirements to complete the project.

> Minimum requirement: must have a plan that addresses the project
> schedule. In addition, the proposed procedures must be able to be
> accomplished without damaging surrounding materials.
>
> FORM A REVIEW (DO NOT WRITE IN THIS SPACE)

Bldg.\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
Project\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Review
No.\_\_\_\_\_\_\_

Facilities: \_\_\_Adequate \_\_\_Not adequate
Submit:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Project Mgmt: \_\_\_Adequate \_\_\_Not adequate
Submit:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Proposed Approach: \_\_\_Approved \_\_\_\_\_Not approved
because\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

FORM B: EXAMPLES OF BIDDER\'S COMPLETED PROJECTS (Page 1 of 3)

TECHNICAL QUALIFICATIONS DATA

DUPLICATE ALL PAGES OF THIS BLANK FORM B. SUBMIT A SEPARATE FORM B FOR
EACH

COMPLETED PROJECT.

Minimum requirements:

1.  Select 3 projects that your firm has completed commendably in past 6
    years which have included restoration/renovation of \[INSERT ONE OR
    BOTH: BUILDING INTERIORS, BUILDING EXTERIORS 3 of historic
    properties of the size and complexity of the proposed project.

2.  Complete each area of this form in sufficient detail to allow a
    determination that the projects submitted are comparable in size and
    complexity to the proposed project.

3.  The client\'s contact person must provide a satisfactory rating with
    regard to quality, schedule and cost of project.

FIRM
NAME:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

PROJECT
NAME:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

PROJECT
ADDRESS:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

DATE
COMPLETED:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

WHAT RESTORATION/RENOVATION ISSUES WERE INVOLVED WITH THIS PROJECT?

EXPLAIN:

FORM B: EXAMPLES OF BIDDER\'S COMPLETED PROJECTS (Page 2 of 3)

HOW DID THIS PROJECT BENEFIT FROM YOUR PROJECT MANAGEMENT SKILLS?
EXPLAIN:

Minimum requirement: Project management skills must have been used on
the project.

DESCRIPTION OF MATERIALS AND METHODS USED TO PERFORM THE

RESTORATION/RENOVATION WORK:

DESCRIPTION OF PHOTO VIEW
#1:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

DESCRIPTION OF PHOTO VIEW
#2:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

DESCRIPTION OF PHOTO VIEW
#3:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

DESCRIPTION OF PHOTO VIEW
#4:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

FORM B: EXAMPLES OF BIDDER\'S COMPLETED PROJECTS (Page 3 of 3)

DESCRIPTION OF PHOTO VIEW
#5:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

CLIENT
NAME:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

CLIENT
ADDRESS:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

CONTACT PERSON and
TITLE:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

TELEPHONE
NUMBER:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

> FORM B REVIEW (DO NOT WRITE IN THIS SPACE)

Bldg.\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Project
Review\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
No.\_\_\_\_\_\_\_\_

Project: \_\_\_Approved \_\_\_Not approved Completion date met?
\_\_\_Yes \_\_\_No

Comparable work? \_\_\_Yes \_\_\_No,
because\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Successful? \_\_\_Yes \_\_\_No,
because\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Photos provided? \_\_\_Yes \_\_\_No Illustrative? \_\_\_Yes \_\_\_No

Submit:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

FORM C: CERTIFICATION OF BIDDER\'S QUALIFICATIONS

TECHNICAL QUALIFICATIONS DATA

Minimum Requirement: This form must be completed in its entirety.
Original signatures and notary\'s seal must be provided.

I hereby certify that this firm has performed the work acknowledged on
all the Forms B included herewith for the following projects:

1.\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

2.\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

3.\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

I hereby certify that the subcontractors who would perform work on this
contract are the same as listed herein. I further certify that only the
restoration subcontractors and their respective staffs (as indicated on
the Technical Qualifications Data Forms) will perform the restoration
work required by this contract.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

BIDDER/FIRM

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

SIGNATURE OF AUTHORIZED OFFICIAL FOR BIDDER DATE

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

NOTARY\'S SIGNATURE DATE

SEAL\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

> SUMMARY EVALUATION (DO NOT WRITE IN THIS SPACE)

Bldg.\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
Project\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
Contract\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

SUBMISSION NO.\_\_\_\_\_\_\_\_\_\_ COMPLETE: \_\_\_Yes, Bidder &
Specialists Approved Date\_\_\_\_\_\_\_\_

RESUBMIT: \_\_\_Bidder Forms \_\_\_Specialist Forms (See Forms AA-DD)

FORM A: Firm info. complete? \_\_\_Yes \_\_\_No
Submit\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

FORM B: Project info complete? \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ \_\_\_\_\_\_\_\_\_\_\_\_\_\_

Project 1 Project 2 Project 3

Photos OK? \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Project 1 Project 2 Project 3

FORM C: Original signatures? \_\_\_Yes \_\_\_No Notary\'s seal?
\_\_\_Yes \_\_\_No

Other information required:

**NOTE TO EDITOR: EDIT THIS SECTION AS INDICATED BY BOLD UPPER CASE
TEXT. DELETE ALL EDITORIAL INSTRUCTIONS FROM FINAL CONTRACT DOCUMENTS.**

**INSERT PROJECT REQUIREMENTS CREATED FROM COMPETENCY STANDARDS PROVIDED
IN DESK GUIDE FOR COMPETENCY OF BIDDER CLAUSE. LIST SEPARATELY THE
PROJECT-SPECIFIC QUALITATIVE REQUIREMENTS FOR EACH APPLICABLE SKILL
WITHIN THE SPECIALTY.**

**COMPLETE SECTION 009\[01\] FOR EACH SPECIALIST WHOSE COMPETENCY MUST
BE REVIEWED, USING SUCCESSIVE SECTION NUMBERS (00901, 00902, 00903,
etc.) FOR EACH SPECIALTY. EDIT FOOTER NOTATION.**

SECTION 009\[01\] - COMPETENCY OF SPECIALIST FOR **\[INSERT NAME OF
RESTORATION**

**SPECIALTY\]** TECHNICAL QUALIFICATIONS

PART I-GENERAL

1.01 DESCRIPTION OF REQUIREMENTS

A.  The types of requirements specified in this section relate to GSA\'s
    ability to determine the competency of the Bidder or Subcontractor
    for **\[INSERT NAME OF SPECIALTY\]** to perform the specialized work
    in this contract. This project involves the following specific
    skills **\[LIST ALL APPLICABLE SKILLS NAMED FOR THIS SPECIALTY IN
    THE DESK GUIDE FOR COMPETENCY OF BIDDER CLAUSE , E.G. FOR
    RESTORATION SPECIALTY \"STONE REPAIR-\', LIST SPECIFIC SKILLS SUCH
    AS \"PATCHING\", \"CRACK REPAIR\", \"DUTCHMEN INSTALLATION\".
    DUPLICATE SKILLS LIST ON FORMS BB AND CC\]:**

1)\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

2)\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

3)\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

4)\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

B.  A Bidder or Subcontractor specialist will be deemed competent and
    qualified only when the specialist provides the information
    requested on the Technical Qualifications Data Forms included in
    this section in sufficient detail and quantity so a determination
    can be made that the specialist has fulfilled the minimum
    requirements as stated in the forms.

1.02 INSTRUCTIONS FOR COMPLETING THE TECHNICAL QUALIFICATIONS DATA FORMS
AA-DD

A.  The Bidder or Subcontractor performing the specialty work defined in
    1.01.A shall meet the competency qualifications defined hereafter on
    Forms AA through DD, provided in this section of the specifications.
    Provide sufficient detail to substantiate your qualifications. It is
    important to follow the format provided.

B.  Guidelines for each form follow.

Remember: Provide original signature and Notary\'s seal on Form DD.

FORM AA: RESTORATION SKILLS SUBCONTRACTOR\'S BACKGROUND

1.  Fill out firm name, address, telephone number, date, authorized
    official, title and corresponding telephone number. Authorized
    official must have authority to negotiate and contractually bind
    your company.

2.  Provide information regarding your plant/facilities and equipment
    that pertain to your ability to perform this work.

3.  Describe in your own words how you will proceed through the contract
    requirements to complete the project.

FORM BB: EXAMPLES OF SUBCONTRACTOR\'S COMPLETED PROJECTS

1.  Project examples: Describe your work and indicate how your
    restoration skills were relevant to each project in sufficient
    detail to allow a determination that the selected project is within
    the same scope of work as the proposed project.

2.  Fill out project name, completed date and location and describe
    photo views. Give a thorough description of the work performed,
    explaining the materials and methods used to perform the work in
    sufficient detail so a determination as to size and complexity can
    be made.

> Pay attention to project submission requirements outlined on pages 1
> and 2 of the form. Projects completed outside the required time frame,
> or failing to illustrate the skills listed for this contract will be
> disqualified.

3.  Close-up color photographs (Polaroids will suffice) must be provided
    for each project listed as an example of the firm\'s work. Use good
    judgement regarding the proper distances to demonstrate the required
    skills.

> Provide photographs of sufficient number and clarity to demonstrate
> each of the required skills. Project submissions without photographs
> illustration these specific skills will not be considered.
>
> Provide numbered labels, applied to the back of each photograph,
> indicating the name of the project, the date the photo was taken, and
> the work shown in the photo. Mark the surface of the photo to show the
> precise location and extent of your work.

4.  Coordinate the written data with the photographs. Use corresponding
    numbers for citations in the project description and the photograph
    label numbers.

5.  References: Fill out the client\'s name for each project
    represented, including address, contact person for the client,
    his/her title, telephone number and address. Clients will be
    contacted and must provide a satisfactory rating as to quality,
    schedule and price for each project.

FORM CC: RESTORATION SPECIALIST TECHNICIANS

For **each Technician**, provide the following:

1.  General Information

Name

Training (state formal academic training and on-the-job training)

Experience record (special commendations, unusual projects involved
with)

Years with your firm

Total years performing this specialty work

2.  Project Information

> Provide a list of previous projects of similar size and complexity to
> this project which the individual has worked on for your firm. Include
> the year(s) work was performed and identify which of the specific
> types of restoration skills listed on the form were performed on that
> project.
>
> For proposed technicians who did not participate in approved Form BB
> projects, submit equivalent evidence of comparable, successful
> experience, citing specific projects and providing, in addition to
> Form CC, al-1 the same documentation requirements as Form BB for
> project cited.

3.  Minimum technicians permitted: For each type of restoration skill
    listed, you must have at least two technicians found competent to
    perform the tasks requiring that skill.

> List all individuals who might be employed under this contract. No
> other individuals will be allowed to work on the site. Only
> individuals reviewed and determined to be competent under this
> competency clause may perform on this contract.

FORM DD: CERTIFICATION OF SUBCONTRACTOR\'S QUALIFICATIONS

1.  Provide all of the information requested and an original signature.
    Notarize the signature.

FORM AA: RESTORATION SKILLS SPECIALIST (Page 1 of 2)

FOR **\[INSERT NAME OF SPECIALIST FOR RESTORATION SKILLS\]**

TECHNICAL QUALIFICATIONS DATA

**NOTE TO EDITOR: INSERT PROJECT-SPECIFIC INFORMATION DIRECTLY ON FORMS
WHERE INDICATED IN BOLD NOTATIONS.**

1.  FIRM
    NAME:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

FIRM
ADDRESS:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

FIRM TELEPHONE
NUMBER:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

AUTHORIZED
OFFICIAL:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

(Note: Authorized official must have authority to negotiate and
contractually bind the company.)

TELEPHONE
NUMBER:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

2.  Short narrative describing the firm\'s location and facilities:

Minimum Requirement: Indicate that you possess the appropriate equipment
to **\[INSERT PROJECT-SPECIFIC TASKS REQUIRING SPECIALTY SKILLS AND
SPECIALIZED EQUIPMENT\]**

> FORM AA REVIEW (DO NOT WRITE IN THIS SPACE)

Bldg.\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Project
Review\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
No.\_\_\_\_\_\_\_\_

Facilities: \_\_\_Adequate \_\_\_Not adequate,
because\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

FORM AA: RESTORATION SKILLS SPECIALIST (Page 2 of 2)

3\. Narrative describing your firm\'s proposed approach to perform the
**\[INSERT SPECIALTY\]** required for this project.

Minimum Requirement: must have a plan that meets the specifications for
**\[REFERENCE CONTRACT\'S SPECIFICATIONS APPLYING TO THIS SPECIALTY\]**

> FORM AA-REVIEW (DO NOT WRITE IN THIS SPACE)

Bldg.\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Project
Review\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
No.\_\_\_\_\_\_\_

Proposed Approach: \_\_\_Approved \_\_\_Not Approved,
because\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

FORM BB: EXAMPLES OF COMPLETED PROJECTS (page 1 of 4)

TECHNICAL QUALIFICATIONS DATA

DUPLICATE ALL PAGES OF BLANK FORM BB. SUBMIT A SEPARATE FORM BB FOR EACH

COMPLETED PROJECT.

FIRM
NAME:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

NAME OF RESTORATION SKILLS SPECIALTY: \[INSERT
NAME\]\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

REQUIRED SKILLS:
\[LIST\]\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Minimum requirements: Projects must satisfy requirements A, B, and C
below. Project completion dates must be met. The Restoration Skills
Specialist must provide original photographs and project descriptions
sufficiently detailed to enable the Government to evaluate this
project\'s similarity and the specialist\'s skills.

**NOTE TO EDITOR: INSERT PROJECT REQUIREMENTS CREATED FROM COMPETENCY
STANDARDS PROVIDED IN DESK GUIDE FOR COMPETENCY OF BIDDER CLAUSE. LIST
SEPARATELY THE PROJECT-SPECIFIC QUALITATIVE STANDARDS FOR EACH
APPLICABLE SKILL WITHIN THE SPECIALTY.**

A.  Project selection

```{=html}
<!-- -->
```
1.  Select at least:

```{=html}
<!-- -->
```
a.  **\[INSERT NUMBER\]** projects that you have completed commendably
    within the **last \[INSERT NUMBER\]** years,

b.  which are similar in size and complexity to your work for this
    contract, and

c.  demonstrate your workmanship in **\[NAME OF FIRST APPLICABLE SKILL
    WITHIN THE RESTORATION SPECIALTY\]**

> Each project provided for establishing competency must have
> demonstrated, through the photographs and description, the following
> qualitative standards:
>
> \(1\) \[INSERT QUALITATIVE STANDARDS LISTED IN DESK GUIDE\]
>
> \(2\)

FORM BB: EXAMPLES OF COMPLETED PROJECTS (page 2 of 4)

c.  Continued: Qualitative Standards for **\[NAME OF SKILL\]**

> (3)\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
>
> (4)\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

d.  Projects selected may have been performed on:

> **\[SELECT AND INSERT ONE: 1) HISTORIC PROPERTIES OR 2) PROPERTIES OF
> ANY AGE. FOR SPECIALTIES INVOLVING ARCHAIC MATERIALS OR TECHNIQUES
> UNCOMMON TO CURRENT TRADE (SUCH AS RECREATING AN HISTORIC WOOD
> FINISH), SELECT \"HISTORIC PROPERTIES\". FOR CRAFTS OR MATERIALS
> ESSENTIALLY UNCHANGED (SUCH AS SLATE ROOFING), SELECT \"PROPERTIES OF
> ANY AGE\".\]**

2.  For **\[SECOND SKILL WITHIN SPECIALTY\]**

> **\[INSERT PROJECT SELECTION REQUIREMENTS, AS COMPLETED ABOVE IN
> A.1.a-d FOR FIRST SKILL\]**

3.  For **\[THIRD SKILL WITHIN SPECIALTY\]**

> **\[INSERT PROJECT SELECTION REQUIREMENTS, AS COMPLETED ABOVE IN
> A.1.a-d FOR FIRST SKILL\]**

B.  Projects involving multiple skills: The same project may be
    submitted to demonstrate your experience in more than one skill only
    if photographs, descriptions, and the project requirements listed
    above for each skill are met.

C.  Client contacts must provide a satisfactory rating for each project
    skill with regard to quality, schedule and price.

FORM BB: EXAMPLES OF COMPLETED PROJECTS (page 3 of 4

**\[INSERT NAME OF SPECIALIST FOR RESTORATION SKILLS\]**

FIRM
NAME:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

PROJECT
NAME:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

PROJECT
ADDRESS:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

DATE
COMPLETED:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

WHICH OF THE RESTORATION SKILL(S) DOES THIS PROJECT DEMONSTRATE?:

WHICH OF THE QUALITATIVE STANDARDS DOES IT DEMONSTRATE?:

DESCRIPTION OF MATERIALS AND METHODS USED TO PERFORM THE WORK:

FORM BB: EXAMPLES OF COMPLETED PROJECTS (page 4 of 4)

**\[INSERT NAME OF SPECIALIST FOR RESTORATION SKILLS\]**

DESCRIPTION OF PHOTO VIEW
#1:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

DESCRIPTION OF PHOTO VIEW
#2:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

DESCRIPTION OF PHOTO VIEW
#3:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

DESCRIPTION OF PHOTO VIEW
#4:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

DESCRIPTION OF PHOTO VIEW
#5:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

CLIENT
NAME:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

CLIENT
ADDRESS:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

CONTACT
PERSON:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

TITLE:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
TELEPHONE:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

> FORM BB REVIEW (DO NOT WRITE IN THIS SPACE)

Bldg.\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Project
Review\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
No.\_\_\_\_\_\_\_\_\_\_

FORM BB SUBMISSION: \_\_\_COMPLETE-Project approved
\_\_\_INCOMPLETE-Resubmit

\_\_\_REJECTED-See below

Completion date-met? \_\_\_Yes \_\_\_No Historic status? \_\_\_Yes
\_\_\_No \_\_\_N/A

Comparable work? \_\_\_Yes \_\_\_No,
because\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Successful? \_\_\_Yes \_\_\_No,
because\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Photos provided? \_\_\_Yes \_\_\_No Photos show required skills?
\_\_\_Yes \_\_\_No

Specialist needs to
submit:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

FORM CC: RESTORATION/SPECIALIST TECHNICIANS (Page 1 of 2)

TECHNICAL QUALIFICATIONS DATA

DUPLICATE ALL PAGES OF BLANK FORM CC. SUBMIT A SEPARATE FORM CC FOR EACH
INDIVIDUAL WHO MIGHT BE EMPLOYED IN THIS CONTRACT. ONLY INDIVIDUALS
REVIEWED UNDER THIS COMPETENCY CLAUSE MAY PERFORM WORK IN THIS CONTRACT.

Minimum Requirement: Each restoration-specialist technician named on
Form CC must have performed the same job on the submitted projects as
the job they will be performing on the proposed project.

Technicians must satisfy the skills and experience requirements defined
on Forms BB and CC to perform specialty work in this contract. Any
technicians who did not participate in approved Form BB projects must
submit equivalent evidence of comparable, successful experience by
providing all Form BB documentation on a new Form BB for the projects
the individual cites on Form CC.

For each of the restoration skills required, you must have at least two
technicians found competent in each skill. Therefore, a minimum of two
technicians, if they each perform all of the required skills
successfully, may be qualified under this competency clause for
performance of **\[NAME OF SPECIALTY\].**

FORM CC: RESTORATION/SPECIALIST TECHNICIANS (Page 2 of 2)

**\[INSERT NAME OF SPECIALIST FOR RESTORATION SKILLS\]**

1.  TECHNICIAN\'S
    NAME:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

TRAINING: (cite academic and
on-the-job):\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

EXPERIENCE
RECORD:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

YEARS WITH YOUR FIRM:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_TOTAL YEARS
EXPERIENCE:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

2.  PREVIOUS PROJECTS WORKED ON:

**[NAME OF
PROJECT]{.underline}**:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

DATES YOUR WORK WAS
PERFORMED:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

TASKS YOU
PERFORMED:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

EMPLOYER AND
PHONE:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**[NAME OF
PROJECT]{.underline}**:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

DATES YOUR WORK WAS
PERFORMED:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

TASKS YOU
PERFORMED:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

EMPLOYER AND
PHONE:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**[NAME OF
PROJECT]{.underline}**:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

DATES YOUR WORK WAS
PERFORMED:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

TASKS YOU
PERFORMED:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

EMPLOYER AND
PHONE:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

> FORM CC REVIEW (DO NOT WRITE IN THIS SPACE)

Bldg.\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Project
Review\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
No.\_\_\_\_\_\_\_\_

FORM CC SUBMISSION: \_\_\_COMPLETE-Technician-approved
\_\_\_INCOMPLETE-Resubmit

\_\_\_REJECTED-poor workmanship/performance

\_\_\_Technician did not perform specialty work in approved Form BB
projects:

Submit Form BB data & photos for \_\_\_\_\_ projects showing technicians
work

Other:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

FORM DD: CERTIFICATION OF QUALIFICATIONS FOR

**\[INSERT NAME OF SPECIALIST FOR RESTORATION SKILLS\]**

Minimum Requirement: Furnish all information required below, including
original signatures and notary\'s seal.

I.  I hereby certify that this firm has performed work of similar size
    and complexity to the work required for this contract in the
    following restoration skills specialty category:

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

II. I hereby certify that this firm has performed the work acknowledged
    on all the Forms BB submitted under this firm\'s name, included
    herewith for the following projects:

1.\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

2.\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

3.\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

4.\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

5.\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

6.\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

III. I hereby certify that the specialist technicians who would perform
     work on this contract are the same as those listed herein, and that
     their experience records documented on these forms are accurate and
     complete. Only technicians listed herein will perform the
     corresponding specialty work for this contract.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

SPECIALTY SUBCONTRACTOR: DISCIPLINE AND NAME OF FIRM

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

SIGNATURE OF AUTHORIZED OFFICIAL FOR SUBCONTRACTOR DATE

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

NOTARY\'S SIGNATURE DATE

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

SEAL

REVIEWER\'S SUMMARY EVALUATION - FORMS AA-DD

**\[INSERT NAME OF SPECIALIST FOR RESTORATION SKILLS\]**

TECHNICAL QUALIFICATIONS DATA

SUBMIT THIS PAGE WITH EACH SET OF FORMS AA-DD. A COPY OF THIS SUMMARY
EVALUATION WILL BE SENT TO YOU AFTER YOUR SUBMISSION HAS BEEN REVIEWED.

> SUMMARY EVALUATION (DO NOT WRITE IN THIS SPACE)

Bldg.\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
Project\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
Contract\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

SUBMISSION NO.:\_\_\_\_\_\_\_\_\_\_ \_\_\_COMPLETE-Specialist approved
\_\_\_INCOMPLETE-Resubmit

\_\_\_REJECTED-Project submission indicates not competent in this
specialty

FORM AA: Firm info. complete? ­­\_\_\_Yes \_\_\_No
Submit\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

FORM BB: Project info. complete? \_\_\_Yes \_\_\_No

Provide missing data for:

Project
1\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Project
2\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Project
3\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Submit photos for: \_\_\_Project 1 \_\_\_Project 2 \_\_\_Project 3

Submit both forms & photos for \_\_\_\_\_ more projects

FORM CC: Enough technicians competent? \_\_\_Yes \_\_\_No
Submit\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

FORM DD: Original signatures? \_\_\_Yes \_\_\_No Notary\'s seal?
\_\_\_Yes \_\_\_No

Other information
required\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_