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- CDIConsultancy ServicesProposalAugust, 2007ISO 9001 : 2000 CERTIFIEDwww.genivar.com5858 Côte-des-Neiges Rd, 4th Floor, Montreal, Quebec, Canada, H3S 1Z1Telephone: (1) 514 340-0046 Fax: (1) 514 340-2847
Table of Contents1.GENIVAR . 21.1 Company Profile . 21.1.1 Firm philosophy and Methodology. 21.1.2 Design Review . 41.1.3 Scheduling and Time Control Processes . 51.1.4 Risk Management. 51.1.5 Cost Planning, Monitoring and Control Methodology. 71.1.6 Site Health and Safety . 71.1.7 Application of appropriate technology . 81.1.8 Commissionning methodology and post-construction services . 81.1.9 Summary. 91.2 Company Information . 101.3 Financial Information . 102.PROJECTS EXPERIENCE. 113.CV OF KEY PERSONNEL. 234.RATES . 544.1 Hourly Rates . 544.2 Percentage Base . 544.3 Fixed Fee . 545.MODEL OF CONTRACT . 55- CDIPage i
1.GENIVAR1.1 Company ProfileGENIVAR is one of North America’s leadingprofessional multidisciplinary companies withover 2000 specialists in project andconstruction management, engineering, andmanagement consulting providing a widerange of services to both private and publicsector clients in over 30 countries throughoutCanada, the Caribbean, Latin America, SouthAmerica, Europe, Africa and Asia.GENIVAR is a quality assured company (ISO9002) driven by the concept of excellence.Our enthusiastic commitment to quality of thebuilt environment is matched by vigorousmonitoring of the services provided.Uncompromisingqualityofprojectmanagement engineering and constructionservices is the key element required for thesuccess of our projects and business.The expertise of our employees makesGENIVAR a leader in providing solutionsthrough integrated project delivery drawingon four decades of experience in:Project and construction management, Engineering services and studiesProject development and financingConstructionStrategic consulting services1.1.1 Firm philosophy and MethodologyGENIVAR’s proposed methodology isstructured to control the time, cost andquality of the project, thus enhancing thesuccess of the project and thereby increasingClient’s satisfaction. This is achieved by thesystematic application of development andmanagement tools, to determine ance processes.GENIVAR will be accountable for ensuringthat the allocated resources are usedappropriately to complete the project. Avariety of stakeholders will be involvedincluding the Client, policy s and legal advisors, designers,contractors, specialty consultants tenants andsocial groups. We will work to understandand respect the project goals andrequirements of each of the team members,while focusing on completing the projectwithin budget and on schedule.GENIVAR will put in place the necessaryresources to ensure that interests of the Clientare protected at every stage and that asuperior quality project is delivered.The following is a detailed list of activitiesincluded in the management services bystages:Pre-construction stage - CDIPrepare Project BriefSelect and manage Design teamPrepare Consultants’ contractsMobilize Project Management andProfessional teamsAttend project coordination meetings withthe Client, Consultants and projectstakeholdersPrepare detailed Project programmeIdentify all project g project specific web sitePage 2
Provide input on issues of constructabilityand construction related issues Prepare detailed Project budget Provide and maintain project cash flow forwork packages Review the client’s master schedule andprovide comments Prepare a cost estimate during the designstage Identify construction packages Identify long delivery items Participate in value engineering sessionsandprovidecommentsandrecommendations Set criteria to prequalify contractors Liaison and communicate with Authoritieshaving Jurisdiction Issue monthly reports Participate in partnering sessions Establish cost control program and cashflow for construction stage CommenceGovernmentApplicationsProcess Negotiate works contracts ProviderecommendationsregardingProject InsuranceTender stage Provide comments and advice on thetender schedule and tender packages Review final tender documents and makerecommendations on bid-ability Provideadvice,assistanceandrecommendation on the pre-qualificationcriteria Attend tender briefings and assist theConsultants in the preparation of addenda Attend job showings and assist theclarification of site issues Assist the client as requested in bidanalysis Provide the client with cost information,as requested, prior to negotiations withany bidders Liase and communicate with authoritieshaving jurisdiction File for notice of project with appropriateLocal Government Authorities Provide advice on any packages that arerequired to be re-tendered Liase and communicate with AuthoritiesContract Document stage Attend all project coordination meetings Review construction documents forconstructability,bidability,andcoordination Prepare and update project schedule Provide advice on alternatives to systemsand procedures to improve schedule orreduce budget Provide advice and identify long deliveryitems that may require pre-tendering Review consultant cost estimates Prepare independent cost estimates atproject milestones including detailed worksheets Advise and assist the client on developingpre-qualification criteria Provide Monthly Progress reports includingCost Schedule reports Identify required permits, licenses andapprovals- CDIConstruction stage Maintain a daily log Submit monthly written reports includingbudget and scheduling information Provide ongoing administration support Maintain complete and updated projectfiles, drawing and specifications Provide construction supervision toperform defined activitiesPage 3
Conduct ongoing site safety orientationsessions for all persons entering the site Chair joint health and safety committeemeetings Evaluate trade contractors for compliancewith health and safety policies MonitorandinspectallGeneralContractor’s work Assign a health and Safety Supervisor Provide a monthly Health & Safetyperformance report Identify and report project risks Plan and manage site security Establish procedures for tracking shopdrawing and samples Review change notices and forwardindependent estimates to the Client Maintain detailed log of changes Review regulations to identify and monitorpermits, licenses and approvals Recommend payment of Contractorinvoices Monitor requests for information fromContractors and responses from Consultantteam Inspect and determine that all shopdrawings, site instructions, and samples arecomplete Maintain daily site reports Assist in the resolution of disputes Manage and maintain record of changesand anticipated changes to the project Produce monthly progress reports Participate in partnering sessions Project record keeping Post Construction stage Provide advice and recommendations onall aspects of commissioning Manage record drawings and specifications Assist in the interim and final inspections Expedite the completion of deficiencies Confirm accuracy of warranties andtransfer to the Client prior to finalcertificate Continue with the implementation andmanagement of the Commissioning Plan Manageallmaintenancemanuals,operating instructions and turn over to theClient- CDI Conduct 11 months inspection prior to theexpiration of any warranty Prepare post construction evaluation andcost analysis report Establish the certification of totalperformance Arrange for the issuing of substantialcompletion certificates and holdbackreleases Produce a final report on the projectSpecific activities that will be performedduring the execution of the above listedservices will include the following:1.1.2 Design ReviewGENIVAR’s integrated structure allows us toexcel in our ability to provide design reviewservices. Led by our senior design architectsand engineers, our team will first review theexisting studies, requirements and conceptproposal and then develop with the Clientthe development components of the projectand a Statement of Owner’s Requirements.These documents will serve as the basis ofdesign for the Project, and eventually for thepreparation of working drawings to carry outthe works.Drawings and specifications will be reviewedas to completeness and conformity to theapproved preliminary drawings, prevailingcodes, regulations and other statutoryrequirements.All reviews will take into consideration ourstrategy to favour local economic benefit,defining packages in such a way as to allowPage 4
for as much participation as possible by localcontractors, suppliers and labour, and tomaximize the transfer of state of the artconstruction nal team, we will assist the Client inthe determination of a short-list of ultants.1.1.3 Scheduling and Time Control ProcessesThe schedule is a critical management toolused for programming the execution of theproject and to communicate expectations tothe entire project team. GENIVAR will take aproactive approach to ensure that the projectschedule is up to date and that correctiveaction is taken when needed to ensure theClient’s required delivery dates are respected.GENIVAR will implement the followingactivities regarding the schedule and timecontrol process: Confirm, as soon as possible, timeallocated for applications to public utilities,permitting and other authorities havingjurisdiction. Make allocations for each package to begiven out separately in order to start theproject immediately (demolition and sitepreparation activities). Incorporate all future tenant related fit upwork in the master schedule. Incorporate all infrastructure works (publicutilities, access road, etc.) related to theproject. Review execution schedule submitted byContractors for conformity with the masterschedule and contract documents. Notify the Client of any deviations from theauthorized master schedule and makerecommendationsforservicesandapprovals. Expand the master schedule to includedetailed activities of design, ng the Works Contractorsapproved schedules.- CDI Continuously monitor project progress.Implement acceleration alternatives whenproject delays appear that do not impacton overall project budget. Regularly review the progress of the workon site and in fabrication shops relative tothe project schedule Identify actual or potential variancesbetween the work on site and the projectschedule and take action to eliminate therisk of delay to the schedule Obtain and analyse monthly updates fromWork Contractors, adjust the masterschedule and discuss with any correctiveaction to be taken when required. Prepare for the monthly project report awritten narrative based on the authorizedschedule and the progress of the work todate. The report will include mitigationstrategies taken to address any scheduledelays that may arise.1.1.4 Risk ManagementGENIVAR firmly believes that one of itsprincipal responsibilities to clients is tomanage the risks associated with the designand construction process.To this end,GENIVAR develops and implement acustomized risk management programme foreach Project.As risks can appear at any stage of a project,and evolve as a project moves forward, therisk management programme must be inplace from the award of mandate through tothe completion of deficiencies. The purposeof the programme is to manage risks untilthey no longer exist, and in cases where aPage 5
particular risk cannot be eliminated, tominimize the potential negative impact itposes to the project.Taking into consideration the breadth, thecomplexity and the length of a project, aformal and disciplined process is essential toachieve, with success, control of a project aswell as to ensure that a project is managedpro-actively rather than reactively. A formal,ongoing and repetitive process, the riskmanagement programme established byGENIVAR consists of 4 main steps: Identification of RisksPotential issues or occurrences that canhave a negative impact on a project’s cost,schedule, quality, safety, environment,communication, insurance and bondingare identified. Occurring at the very outsetof a project, the identification of riskscontinues throughout the duration of aproject. Mitigation and Containment of RisksRisk mitigation strategies are put in placeto reduce the probability of anoccurrence, and containment strategiesare put in place to minimize the impact ofan occurrence. Follow-up of RisksInvolves periodic review of a given risk toevaluate the effectiveness of the reductionand containment strategies. If the riskmanagement measures appear to bedeteriorating in their effectiveness, theaction strategies are reviewed, modifiedand ctionInsurance &BondingExample of Responsibility Matrix for RiskManagement CommitteeCost Evaluation of RisksPotential risks identified are evaluated interms of their size and scale and probabilityof impact. This step includes the ranking ofthe potential risks so that risk managementeffort can be focused on the mostthreatening.Senior Project Manager Project Manager Estimator TitleSchedule Control Environmental SpecialistDesign Review TeamHealth & Safety- CDI Page 6
1.1.5 Cost Planning, Monitoring and lements an estimate centric ent, construction, and maintenanceactivities are performed in strict accordancewith the estimate and its approved changes.This work practice enforces discipline andaccountability for the cost and delivery ofboth services and materials throughout theproject by: Establishing a detailed estimate early in theproject Continuously monitoring each project workactivity and decision against the function,scope, cost, and schedule in the estimate Reviewing the current project scope, cost,and schedule against the estimate on acontinuous basis and at milestones duringthe project Providing a proactive change managementprocess for accommodating approvedexceptions to the estimate. Our experiencein Construction Management, Build-OwnOperate-Transfer, Design-Build-OperateMaintain and Design-Build projects makesthis proactive approach possible. Establish milestone payment procedureswith contractors. Elements of work areonly paid when 100% complete.1.1.6 Site Health and SafetyGENIVAR can oversee Works Contractors, aswell as other parties, to ensure compliancewith all governing legislation and codes.GENIVAR will at all times exercise itsauthority to cease work if it deems there is acontravention or a threat to any part of thehealth and safety regulations.Prior to the beginning of a project we willensure that all required safety systems are inplace.This includes systems to preventoccupational injuries and illness during siteactivities.An overall site-specific hazard- CDIassessment and site-specific safety plan isdeveloped that incorporates legislativerequirements, site access, training, trafficcoordination, and the Client’s Health &Safety policies.The Management Plan shall address: Methods of communication and chain ofcommand. Structure and functions of the health andsafety committees. Establish and implement a safetyorientation and training procedure foreach Works Contractor. Establish and implement a safetyorientation plan for visitors to the site. Establish and maintain a health and safetyweb site. Ongoing monitoring to ensure compliancewith site safety strategy. Review and assessment of safetyinformation submitted by the WorksContractors. Evaluate and submit health and safetyreports to Client. Recommendation for improvement ofhealth and safety procedures whererequired. Provide and maintain a health and safetyinformation board.In order to ensure full compliance, GENIVARtoursthesitedailyandmakesrecommendations where required. We holdweekly official inspections of the site with theWorks Contractors and: Identify conditions that require correctiveaction and follow up. Follow up on previous deficiencies. Keep a record of all problem area andrecommendations. Post a copy of the weekly inspection. Provide a copy of the report to the Client. Provide a copy to the Works Contractor.Should a Design-Build alternative beselected,theresponsibilityforimplementation and management of thePage 7
Health and Safety plan transfers to the DesignBuild Contractor. We would review andapprove the Design-Build Contractors Healthand Safety Plan, and GENIVAR will monitorhealth and safety operation on site. GENIVARwill continue to exercise its authority to ceasework if it is determined that there is acontravention or a threat to any workers or thepublic.process of verifications, start-up proceduresand functional tests during the constructionphase.GENIVAR's commissioning practices beginby confirming that all commissioning relatedactivities are properly identified andscheduled. Our commissioning process isbased on the following:GeneralCommissioning includes all of the activitiesrequired in order to assure that:1.1.7 Application of appropriate technologyProject Management ToolsGENIVAR uses Expedition, a commercialproject management software tool thatfacilitates change management, follow-up ofaction items from project meetings and otherdeliverables, and document management.1.1.8 Commissionning methodology andpost-construction servicesThe commissioning process continues throughall phases of the project. During the preconstruction phase, GENIVAR will provideadvice and recommendations to the projectteam on issues that could impact the finaloperations of the Project.GENIVAR looks at commissioning as the mostcritical end user interface. A goodcommissioning process will facilitate transferof the building to it's operating groupefficiently and will reduce the buildingoperating cost, through a comprehensive- CDI The equipment, systems and networksoperate with maximum efficiency underall load conditions. The equipment, systems and networksconform, for each locale, to theoccupation parameters established in thecontractual documents. Personnel receive the training andinformation required to adequatelyoperate the systems and equipment. The commissioning process includes allequipment, systems and networks andmechanical, electrical, functional andoperational components as well as allmovable equipment identified in theprogramme of needs.GENIVAR will assure the full cooperationand involvement of professionals, workcontractors and suppliers throughout thecommissioning process.Commissioning StagesThe commissioning process must be realizedfor each sector to be accorded provisionalacceptance and must include the followingfive stages: Stage 1: Verify installation of equipment,systems and primary networks Stage 2: Start up of equipment, systems,and primary and secondary networks Stage 3: Verification of performances andfunctioningPage 8
Stage 4: Training and documentation Stage 5: Post occupancy adjusting, tuningand monitoring performanceTraining and DocumentationGENIVAR will facilitate the training ofoperating personnel to assure full knowledgeof building and systems and full operationalautonomy of systems and equipment andprepare and present documentation andreports on commissioning.Final Report on CommissioningUpon completion of the provisionalacceptance of the project, GENIVAR willpresent to the Client a final report oncommissioning. The final reports will includethe following elements: Summary of the approach tocommissioning Summary of the systems, subsystems,components and equipment verified andtested and the results obtained, identifyingthe conditions and means of maintenanceto ensure optimal conditions for efficiencyand performance A summary of the areas verified and theresults obtained, identifying the conditionsand means to be maintained to ensureoptimal conditions for efficiency andperformance Notes and comments with regard toavailable excess capacity Identification of tests and verifications to beperformed after delivery of the building tomaintain optimal conditions for efficiencyand performance. Identification of possible improvements toefficiency and performance- CDIOperating and Maintenance ManualsGENIVAR will ensure that contractorsprepareandsubmitoperatingandmaintenance manuals that shall include: An index to allow quick and easy retrievalof the information required including atable of contents, a list of systems, a list ofequipment in each system, etc. A document for emergency situations mustinclude all the information required incase of major failure or emergencysituation. This document must be easy tounderstand by technical and nontechnical personnel.As-built DocumentsGENIVAR ensures that as-built drawings inboth hard and electronic versions areprovided by the contractors and coordinatedby the Consultants team prior to beingverified by GENIVAR’s Design Review teamfor submission to the Client.1.1.9 SummaryAstheProjectManagerGENIVARendeavours a strong team spirit that willensure that the best interests of the Client areat the forefront of every decision. Althoughour approach to each challenge is unique,the approach is designed to always achievethe client’s objectives. All of GENIVAR’sstrategies have one single commondenominator: Client Satisfaction.Page 9
1.2 Company InformationName of Company :GENIVAR Limited PartnershipeRegistered Address of Main Office :5858, chemin de la Côte-des-Neiges, 4 étageMontréal (Québec)Postal code:H3S 1Z1Telephone :(514) 340-0046Fax :(514) 340-2847Internet :www.genivar.comType of Organisation :Limited PartnershipYears since Establishment :48 years1.3 Financial 2006123,5 M 119,7 M 121,4 M 111,5 M 176,1M The revenues presented here above represent GENIVAR’s Fees.We are currently managing a portfolio of projects totalling more than US 1 billion.- CDIPage 10
2.PROJECTS EXPERIENCEGENIVAR has an extensive projectmanagement expertise in a wide range offields: BuildingUrban ower The following details some of the relevantprojects undertaken by GENIVAR in the past5 years in Canada and Internationally.- CDIPage 11
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Consultancy Services Proposal August, 2007 ISO 9001 : 2000 CERTIFIED 5858 Côte-
