The URL can be used to link to this page

Home My WebLink AboutContractor's Qualification Statement 1986 Edition ....-' A/A Document A]05 - Electronic Format (' Contractor's Qualification Statement 1986 EDITION 'liS DOCUiv1ENT HAS IMPORTANT LEGAL CONSEQUENCES: CONSULTATION WITH AN ATTORNEY IS ENCOURACED WITH RESPECT TO ITS OMI'LL'j'ION OR MODIFICATION AUTHENTICATION OF TillS ELECTRONICALLY DRAFTED AlA DOCUMENT MAY BE MADE l.lY USINC All\ OCUMEf\T D401. lis form is approved and recommended by The American ,Institl.lte of Architects (AlA) and The Associated General Contractors of American (AGC) for use in alllJlin~ the qualificat ions of contractors. No endorsement of the submilling party or verification of the information is made by AlA or AGe. "I'yrigl1t 1')64, IC)69, 1979, @ 1986 by The American Institute of Architects, 1735 New York Avenue N.W, Washington D.C. 2(XXJ6-5292. Reproduction of the material ?rein 0' .substantial quotation of its provisions without written pennission of the AlA violates the copyright laws of the United States and will be subject 10 legal 'O<l'cl:lion he Undersigned certifies under oath that the information provided herein is true and sufficiently complete so as not to be misleading. SUBMITTED TO City of Jeffersonville 501 E. Court Avenue, Jeffersonville, IN 47130 Upton Pry, Inc. Corporation ,\ l) [) R rss '\ i\ M L Partnership G CJ CJ D CJ SUBMITTED BY: .\!)[)RESS: 1304 Dewey street PRINCIPAL OITfCLNew Albany, IN 47150 ] ndividual Joint Venture Other :,\~vrE OF PRO] EeT (if applicable): Ken Ellis Senior Center I WORK (file separate form for each Classification of Work): C;el1eral Construction IIVAC Plumbing Electrical Olher (please specify) ORGANIZATION 1,1 Ilow many years has your organization been in business as a Contractor? 25 years 1.2 j low many years has your organization been in business under its present business name? 16 years 1.2,1 Under what other or former names has your organization operated' Lewis Pry General Contractor 1.3 I f your organization is a corporation, answer the following: 1.3,1 Date of incorporation: 1981 1.3.2 Slate of incorporation: Indiana 1.3.3 President's name: L. Stephen Pry 1,3.4 Vice-president's name(s) 1.3.5 1.3.6 Secretary's name: Treasu rer's name: Carolyn L. Pry 1986 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006-5292. AlA DOCUMENT A30S . :)~-'CTOR'S OUALlFICATION STATEMENT - 1986 EDITION - AIA@ - WARNING: Unlicensed photocopying violates u.s. copyright laws and is ;(.b legal prosecution. This document was electronically produced with permission of the AlA and can be reproduced in accordance wi th luriicense without violation until the date of expiration as noted below, User Document: a305mast.doc -- 8/1/2002. AlA License Number 1001232, hlch expires on 1/31/2003. Electronic Format A305-1986 1 1.4 If your organization is a partnership, answer the following: 1.4.1 Date of organization: 1.4.2 Type of partnership (if applicable): 1.4.3 Name(s) of general partner(s) 1.5 If your organization is individually owned, answer the following: 1.5.1 Date of organization: 1.5.2 Name of owner: 1.6 If the form of your organization is other than those listed above, describe it and name the principals: 2. LICENSING 2.1 List jurisdictions and trade categories in which your organization is legally qualified to do business, and indicate registration 0 license nljmbers, if applicable. General contracting - institutional buildings, conunercial buildings, additQnsl alterations, remodeling and repairs and residential buildings 2.2 List junsdictions in which your organization's partnership or trade name is filed. 3. EXPERIENCE 3.1 List the categories of work that your organization normally performs with its own forces. Carpentry and general labor 3.2 Claims and Suits. (If the answer to any of the questions below is yes, please attach details.) 3.2.1 Has your organization ever failed to complete any work awarded to it? No 3.2.2 Are there any judgments, claims, arbitration proceedings or suits pending or outstanding against your organization 01 its officers? No 3.2.3 Has your organization filed any law suits or requested arbitration with regard to construction contracts within the last five years? No 3.3 Within the last five years, has any officer or principal of your organization ever been an officer or principal of another organization when it failed to complete a construction contract? (If the answer is yes, please attach details.) No 3.4 On a separate sheet, list major construction projects your organization has in progress, giving the name of project, owner, architect, contract amount, percent complete and scheduled completion date. 3.4,1 State total worth of work in progress and under contract: $2,592,200.00 3.5 On a separate sheet, list the major projects your organization has completed in the past five years, giving the name of project, owner, architect, contract amount, date of completion and percentage of the cost of the work performed with your own forces. 3.5.1 State average annual amount of construction work performed during the past five years: $2,017,254.00 3.6 On a separate sheet, list the construction experience and present commitments of the key individuals of your organization. 4. REFERENCES 4.1 Trade References: @ 1985 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20005-5292. AlA DOCUMENT A30S _ CONTRACTOR'S QUALIFICATION STATEMENT - 1985 EDITION - AIA@ - WARNING: Unlicensed photocopying violates U.S. copyright laws and is subject to legal prosecution. This document was electronically produced with permission of the AlA and can be reproduced in accordance with your license without violation unli/the date of expiration as noted below. User Document: a305mast.doc -- 8/1/2002. AlA License Number 1001232, which expires on 1/31/2003. Electronic Format A30S-1986 2 I 4.2 Bank References: MainSource Bank, 100 E. Spring st., New Albany, IN 4.3 Surety: 4.3.1 Name of bonding company: Cincinnati Insurance Co. 4.3.2 Name and address of agent: Acardia of KY P.o. Box 7809 Louisville, KY 5. FINANCING 5.1 Financial Statement. 5.1.1 Attach a financial statement, preferably audited, including your organizatioFl's latest balance sheet and income statement showing the following items: Current Assets (e.g., cash, joint venture accounts, accounts receivable, notes receivable, accrued income, deposits, materials inventory and prepaid expenses); Net Fixed Assets; Other Assets; Current Liabilities (e.g., accounts payable, notes payable, accrued expenses, provision for income taxes, advances, accrued salaries and accrued payroll taxes); Other Liabilities (e.g., capital, capital stock, authorized and outstanding shares par values, earned surplus and retained earnings). 5.1.2 Name and address of firm preparing attached financial statement, and date thereof: Mccauley, Nicolas & Co., 702 N. Shore Dr., Jeffersonville, IN 47130 5.1.3 Is the attached tmancial statement for the identical organization named on page one? 5.1.4 If not, explain the relationship and financial responsibility of the organization whose financial statement is provided (e.g., parent-subsidiary). 5.2 Will the organization whose financial statement is attached act as guarantor of the contract for construction? 6. SIGNATURE 6.1 Dated at this day of. 18 May 2006 By: Name of Organization: Title: 6.2 M being duly sworn deposes and says that the information provided herein is true and sum.ciently complete so as not to be misleading. 2006 Notary Public: My Commission Expires: 12/17/09 f) 1986 THE AMERICAN INSTlTU E OF ARCHITECTS, 1735 NEW YORK AVENUE, .W., WASHINGTON, D.C. 20006-5292. AlA DOCUMENT A305 . CONTRACTOR'S OUALlFlCATION STATEMENT - 1986 EDITION - AIA@ - WARNING: Unlicensed photocopying violates U.S. copyright laws and is subject to legal prosecution. This document was electronically produced with permission of the AlA and can be reproduced in accordance with your license without violation until the date of expiration as noted below. User Document: a305mast.doc -- 8/1/2002. AlA License Number 1001232, which expires on 1/31/2003. Electronic Format A305.1986 3 Item 3.4 r Project: Remodeling Educational Support Center Owner: New Albany-Floyd County School Corp. Architect: Laughlin Millea Hillman Contract: $1,659,788.00 % Complete: 30% Completion Date: September 2006 Project: New Warehouse Owner: New Albany-Floyd County School Corp. Architect: Laughlin Millea Hillman Contract: $694,000.00 % Complete: 0% Completion Date: October 2006 Project: Renovations Borden, Henryville & Silver Creek High Owner: West Clark Community School Corp. Architect: Michell Timperman Ritz Architects Contract: $2263,200.00 % Contract: 0% Completion Date: September 2006 f\ (\ Item 3.5 r\ New Banking Facility $294,145 2001 Hometown National Bank Michell Timperman Ritz Architects Mr. Ron Clark 812-949-2265 New Facility $285,760 2001 LifeSpring Mental Health Facility Bud Erny & Associates Ms. Dani Clark 812-282-0107 r\ Addition to Family Health Center $119,435 2001 Family Health Center of Clark County The Estopinal Group 812-283-2308 New Residence $324,000 2001 Betty Nance 812-945-5806 ova Resource Center Day Care $744,933.00 2005 City of Scottsburg Ratio Architects Remodeling Oakview Apts $417,991.00 2005 Blue River Services Michell Timperman Ritz 812-738-8016 r r'" Renovation of Courthouse $688,395.00 2005 Harrison County Commissioners RQAW Corp. 317 -255-6060 Remodeling of Jail $525,835.00 2005 Harrison County Commissioners RQAW Corp. 317 -255-6060 Renovations & Remodeling $2,819,500.00 2003 LifeSpring Inc. Dunaway & Associates New Residence $344,000.00 2006 r\ David Cannon Michell Timperman Ritz ~, t f' Item 3.6 Lewis U, Pry, Jr. L. Stephen Pry Dale Sariscsany Doug Chastain Todd Hartlage Howard McLean Josh Smalley Dave Wetzel Tom Basham Teddy Richey r\ {\ ./ Owner Business Degree/Construction - 47 years Owner Engineering Degree/Construction - 22 years Project Coordinator - 12 years Carpenter - 22 years Carpenter - foreman, welder, equipment operator - 16 years Carpenter - 22 years Carpenter - 5 years Carpenter - 32 years Laborer - 17 years Laborer - 24 years . ~ . . . . . '. . . . ..... ..Irving Materials, P.O..Box: 3.41], Louisville, KY Stock Builqing Supply, P.O. Sox 1J~.3, Sellersburg, IN Sellersburg Stone, P.O. box D; Sellersburg, IN . Cooley & Spalcling electric, 700 Industr.i~IJ~IYcl., New Albany, IN AdvanceF~pri9~.tprs,98QProgress Blvd.,'New Albany, IN . Umeberry Lumber, 1911 Highway 337NW, Corydon, IN Schiller Hgwej, P.O. Box70128:L6Uisynre:"KY~<"'" '. ... EarthFirst, 14th & Dewey St., New Albany, IN" Ace Hdwe., 1905 Charl~stowr18Q~d, New Albany, IN PC Building, 123 Cherry St., NewAIQ~r1Y; IN Qeffinger-Crone Htg.,'16Qf Be'echwooq.AVe.; New Albc;lny ,I N "'. ,Ted MCC;?lJn 9Q~ ,20a. E. f\i1arket $t., New Albany, .IN " . . . . --"'<-~~:'~"::'~,~""'~"~"<+ "':'~:'.::-~~-,;;:F l.;1:.:'<'~-".i' ':,'.:',,:,:~ '.. ,.:.,..', ';"< ::.'::..,;:'; ~.t.:.!:: : ::~-:--~ '>:'.',~;/;.~..;:,::;< ~:',:~'~:~:.'~:";f :+~r.'.",~,; \/ ~/.','<,~,.: ::' :; ''.~~''.(,~ ::"; ,. r\ I r'\ I I I I I I I r I I I I I I I ~.. I ) _.-._._...~'-_.- __, ._ . L JUt Mtl.lltw1. JU.u.iIlUIJ llJl! ..m r 1 UPTON PRY, INC. BALANCE SHEETS December 31, 2004 and 2003 ASSETS CURRENT ASSETS Cash Accounts receivable Due from related party Costs and estimated earnings in excess of billings on uncompleted contracts Advances to stockholders Other current assets TOTAL CURRENT ASSETS PROPERTY AND EQUIPMENT Leasehold improvements Vehicles and rolling equipment Office equipment Less accumulated depreciation PROPERTY AND EQUIPMENT, NET OTHER ASSETS Investments Cash surrender value of life insurance TOTAL OTHER ASSETS TOTAL ASSETS LIABILITIES AND STOCKHOLDERS' EQUITY CURRENT LIABILITIES Current portion of long-term debt Accounts payable Billings in excess of costs and estimated earnings on uncompleted contracts Advances from stockholders Accrued payroll and payroll taxes TOTAL CURRENT LIABILITIES Employee benefits obligation Long-term debt, less current portion TOTAL LIABILITIES STOCKHOLDERS' EQUITY Common stock, no par value; 100 voting shares authorized, issued and outstanding Common stock, no par value; 900 non-voting shares authorized, issued and outstanding Additional paid-in-capital Retained earnings TOTAL STOCKHOLDERS' EQUITY TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY See notes to financial statements. 3 2004 $ 34,940 449,124 87,426 7,275 108,709 4,799 692,273 1,498 201,282 13,627 216,407 (175,200) 41,207 40,000 125,141 165,141 $ 898,621 $ 3,435 176,284 30,939 38,583 2,744 251,985 75,368 14,035 341,388 6,400 57,600 129,553 363,680 557,233 $ 898,621 - ""I - 2003 $ 50,963 346,599 42,543 34,703 105,767 6,641 587,216 1,498 181,142 13,627 196,267 (163,683) 32,584 40,000 108,899 148,899 $ 768,699 $ 205,669 25,627 56,583 4,130 292,009 64,585 356,594 6,400 57,600 129,553 218,552 412,105 $ 768,699 . . r I r \ I~ ( I r\ I , UPTON PRY, INC. STATEMENTS OF INCOME AND RETAINED EARNINGS for the years ended December 31, 2004 and 2003 2004 REVENUE Contract revenue $ 2,746{283 DIRECT COSTS Material Labor Subcontractors Overhead 333,093 231{692 1{541{283 77,811 Total direct costs 2,183,879 Gross profit 562,404 OPERATING EXPENSES Salaries Payroll taxes Employee welfare Travel and entertainment Insurance Interest Vehicle expense Rent Utilities Telephone Property and other taxes Office and postage expense Professional fees Dues and subscriptions Depreciation expense Bad debts expense Advertising expense Management fees Miscellaneous 89,681 26,155 56,335 6,216 73,994 978 42 { 304 8{400 9,366 10{016 6,360 7,031 15,885 10{557 11,516 991 37,200 4,480 Total operating expenses 417,465 Income from contracting operations 144,939 OTHER INCOME Interest income Miscellaneous income 189 Total other income 189 NET INCOME 145{128 RETAINED EARNINGS Beginning of year 218{552 End of year $ 363{680 See notes to financial statements. 4 2003 $ 4,204{816 395,660 182,270 2{980{351 171{178 3,729,459 475{357 84,174 22,565 65,726 5{ 541 49,200 5,448 41,499 2,400 7{283 12,546 7,902 6,285 16,439 9,474 7{486 740 913 30{000 3,981 379{602 95,755 1,640 5{152 6,792 102,547 116,005 $ 218{552