STANDARD FORM 330 - C. B. Goldsmithcbgoldsmith.com/images/SF330_08-05-09.pdf · Chief Mech....

STANDARD FORM 330

ARCHITECT-ENGINEER QUALIFICATIONS

Public reporting burden for this collection of information is estimated to average a total of 29 hours per response (25 hours for Part 1 and 4 hoursfor Part 2), including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, andcompleting and reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this collection ofinformation, including suggestions for reducing this burden, to the FAR Secretariat (MVA), Regulatory and Federal Assistance Publications Division,GSA, Washington, DC 20405.

OMB No.: 9000-0157Expires: 12/31/2006

STANDARD FORM 330 (6/2004) PAGE 1 OF INSTRUCTIONSPrescribed by GSA - FAR (48 CFR) 53.236-2(b)

PURPOSE

Federal agencies use this form to obtain information fromarchitect-engineer (A-E) firms about their professionalqualifications. Federal agencies select firms for A-Econtracts on the basis of professional qualifications asrequired by the Brooks A-E Act (40 U.S.C. 1101 - 1104) andPart 36 of the Federal Acquisition Regulation (FAR).

The Brooks A-E Act requires the public announcement ofrequirements for A-E services (with some exceptionsprovided by other statutes), and the selection of at leastthree of the most highly qualified firms based ondemonstrated competence and professional qualificationsaccording to specific criteria published in the announcement.The Act then requires the negotiation of a contract at a fairand reasonable price starting first with the most highlyqualified firm.

The information used to evaluate firms is from this form andother sources, including performance evaluations, anyadditional data requested by the agency, and interviews withthe most highly qualified firms and their references.

GENERAL INSTRUCTIONS

Part I presents the qualifications for a specific contract.

Part II presents the general qualifications of a firm or aspecific branch office of a firm. Part II has two uses:

1. An A-E firm may submit Part II to the appropriatecentral, regional or local office of each Federal agency to bekept on file. A public announcement is not required forcertain contracts, and agencies may use Part II as a basis forselecting at least three of the most highly qualified firms fordiscussions prior to requesting submission of Part I. Firmsare encouraged to update Part II on file with agency offices,as appropriate, according to FAR Part 36. If a firm hasbranch offices, submit a separate Part II for each branchoffice seeking work.

2. Prepare a separate Part II for each firm that will bepart of the team proposed for a specific contract andsubmitted with Part I. If a firm has branch offices, submit aseparate Part II for each branch office that has a key role onthe team.

INDIVIDUAL AGENCY INSTRUCTIONS

Individual agencies may supplement these instructions. Forexample, they may limit the number of projects or number of

pages submitted in Part I in response to a publicannouncement for a particular project. Carefully complywith any agency instructions when preparing and submittingthis form. Be as concise as possible and provide only theinformation requested by the agency.

DEFINITIONS

Architect-Engineer Services: Defined in FAR 2.101.

Branch Office: A geographically distinct place of business orsubsidiary office of a firm that has a key role on the team.

Discipline: Primary technical capabilities of key personnel,as evidenced by academic degree, professional registration,certification, and/or extensive experience.

Firm: Defined in FAR 36.102.

Key Personnel: Individuals who will have major contractresponsibilities and/or provide unusual or unique expertise.

SPECIFIC INSTRUCTIONS

Part I - Contract-Specific Qualifications

Section A. Contract Information.

1. Title and Location. Enter the title and location ofthe contract for which this form is being submitted, exactlyas shown in the public announcement or agency request.

2. Public Notice Date. Enter the posted date of theagency's notice on the Federal Business Opportunity website(FedBizOpps), other form of public announcement or agencyrequest for this contract.

3. Solicitation or Project Number. Enter the agency'ssolicitation number and/or project number, if applicable,exactly as shown in the public announcement or agencyrequest for this contract.

Section B. Architect-Engineer Point of Contact.

4-8. Name, Title, Name of Firm, Telephone Number,Fax (Facsimile) Number and E-mail (Electronic Mail)Address. Provide information for a representative of theprime contractor or joint venture that the agency can contactfor additional information.

AUTHORIZED FOR LOCAL REPRODUCTION

Section C. Proposed Team.

9-11. Firm Name, Address, and Role in This Contract.Provide the contractual relationship, name, full mailingaddress, and a brief description of the role of each firm thatwill be involved in performance of this contract. List theprime contractor or joint venture partners first. If a firm hasbranch offices, indicate each individual branch office thatwill have a key role on the team. The named subcontractorsand outside associates or consultants must be used, and anychange must be approved by the contracting officer. (SeeFAR Part 52 Clause "Subcontractors and Outside Associatesand Consultants (Architect-Engineer Services)".) Attach anadditional sheet in the same format as Section C if needed.

Section D. Organizational Chart of Proposed Team.

As an attachment after Section C, present anorganizational chart of the proposed team showing thenames and roles of all key personnel listed in Section E andthe firm they are associated with as listed in Section C.

Section E. Resumes of Key Personnel Proposed for ThisContract.

Complete this section for each key person who willparticipate in this contract. Group by firm, with personnel ofthe prime contractor or joint venture partner firms first. Thefollowing blocks must be completed for each resume:

12. Name. Self-explanatory.

13. Role in This Contract. Self-explanatory.

14. Years Experience. Total years of relevant experience(block 14a), and years of relevant experience with currentfirm, but not necessarily the same branch office (block 14b).

15. Firm Name and Location. Name, city and state ofthe firm where the person currently works, which mustcorrespond with one of the firms (or branch office of a firm,if appropriate) listed in Section C.

16. Education. Provide information on the highestrelevant academic degree(s) received. Indicate the area(s) ofspecialization for each degree.

17. Current Professional Registration. Provide informa-tion on current relevant professional registration(s) in a Stateor possession of the United States, Puerto Rico, or theDistrict of Columbia according to FAR Part 36.

18. Other Professional Qualifications. Provide informa-tion on any other professional qualifications relating to thiscontract, such as education, professional registration,publications, organizational memberships, certifications,training, awards, and foreign language capabilities.

19. Relevant Projects. Provide information on up to fiveprojects in which the person had a significant role thatdemonstrates the person's capability relevant to her/hisproposed role in this contract. These projects do notnecessarily have to be any of the projects presented inSection F for the project team if the person was not involvedin any of those projects or the person worked on otherprojects that were more relevant than the team projects inSection F. Use the check box provided to indicate if theproject was performed with any office of the current firm. Ifany of the professional services or construction projects arenot complete, leave Year Completed blank and indicate thestatus in Brief Description and Specific Role (block (3)).

Section F. Example Projects Which Best IllustrateProposed Team's Qualifications for This Contract.

Select projects where multiple team members workedtogether, if possible, that demonstrate the team's capabilityto perform work similar to that required for this contract. Complete one Section F for each project. Present tenprojects, unless otherwise specified by the agency. Complete the following blocks for each project:

20. Example Project Key Number. Start with "1" for thefirst project and number consecutively.

21. Title and Location. Title and location of project orcontract. For an indefinite delivery contract, the location isthe geographic scope of the contract.

22. Year Completed. Enter the year completed of theprofessional services (such as planning, engineering study,design, or surveying), and/or the year completed of construction, if applicable. If any of the professionalservices or the construction projects are not complete, leaveYear Completed blank and indicate the status in BriefDescription of Project and Relevance to This Contract (block24).

23a. Project Owner. Project owner or user, such as agovernment agency or installation, an institution, acorporation or private individual.

23b. Point of Contact Name. Provide name of a personassociated with the project owner or the organization whichcontracted for the professional services, who is very familiarwith the project and the firm's (or firms') performance.

23c. Point of Contact Telephone NumberSelf-explanatory.

24. Brief Description of Project and Relevance to ThisContract. Indicate scope, size, cost, principal elements andspecial features of the project. Discuss the relevance of theexample project to this contract. Enter any otherinformation requested by the agency for each exampleproject.

STANDARD FORM 330 (6/2004) PAGE 2 OF INSTRUCTIONS

25. Firms from Section C Involved with This Project.Indicate which firms (or branch offices, if appropriate) on theproject team were involved in the example project, and theirroles. List in the same order as Section C.

Section G. Key Personnel Participation in ExampleProjects.

This matrix is intended to graphically depict which keypersonnel identified in Section E worked on the exampleprojects listed in Section F. Complete the following blocks(see example below).

26. and 27. Names of Key Personnel and Role in ThisContract. List the names of the key personnel and theirproposed roles in this contract in the same order as theyappear in Section E.

28. Example Projects Listed in Section F. In the columnunder each project key number (see block 29) and for each key person, place an "X" under the project key number for participation in the same or similar role.

29. Example Projects Key. List the key numbers andtitles of the example projects in the same order as theyappear in Section F.

Section H. Additional Information.

30. Use this section to provide additional informationspecifically requested by the agency or to address selectioncriteria that are not covered by the information provided inSections A-G.

Section I. Authorized Representative.

31. and 32. Signature of Authorized Representative andDate. An authorized representative of a joint venture or theprime contractor must sign and date the completed form.Signing attests that the information provided is current andfactual, and that all firms on the proposed team agree towork on the project. Joint ventures selected fornegotiations must make available a statement ofparticipation by a principal of each member of the jointventure.

33. Name and Title. Self-explanatory.


SAMPLE ENTRIES FOR SECTION G (MATRIX)

26. NAMES OF KEYPERSONNEL

(From Section E, Block 12)

27. ROLE IN THIS CONTRACT


28. EXAMPLE PROJECTS LISTED IN SECTION F(Fill in "Example Projects Key" section below first, before completing table. Place "X" under project key number for

participation in same or similar role.)1 2 3 4 5 6 7 8 9 10

X

X

X

XX

X

X

X

X

Jane A. Smith

Joseph B. Williams

Tara C. Donovan

Chief Architect

Chief Mech. Engineer

Chief Elec. Engineer

29. EXAMPLE PROJECTS KEY

NO. TITLE OF EXAMPLE PROJECT (FROM SECTION F) NO. TITLE OF EXAMPLE PROJECT (FROM SECTION F)

XYZ Corporation Headquarters,Boston, MA

Founder's Museum, Newport RI

Federal Courthouse, Denver, CO

Justin J. Wilson Federal Building,Baton Rouge, LA

1

2

6

7

Part II - General Qualifications

See the "General Instructions" on page 1 for firms withbranch offices. Prepare Part II for the specific branch officeseeking work if the firm has branch offices.

1. Solicitation Number. If Part II is submitted for aspecific contract, insert the agency's solicitation numberand/or project number, if applicable, exactly as shown in thepublic announcement or agency request.

2a-2e. Firm (or Branch Office) Name and Address.Self-explanatory.

3. Year Established. Enter the year the firm (or branchoffice, if appropriate) was established under the currentname.

4. DUNS Number. Insert the Data Universal NumberingSystem number issued by Dun and Bradstreet InformationServices. Firms must have a DUNS number. See FAR Part4.6.

5. Ownership.

a. Type. Enter the type of ownership or legal structureof the firm (sole proprietor, partnership, corporation, jointventure, etc.).

b. Small Business Status. Refer to the North AmericanIndustry Classification System (NAICS) code in the publicannouncement, and indicate if the firm is a small businessaccording to the current size standard for that NAICS code(for example, Engineering Services (part of NAICS 541330),Architectural Services (NAICS 541310), Surveying andMapping Services (NAICS 541370)). The small businesscategories and the internet website for the NAICS codesappear in FAR Part 19. Contact the requesting agency forany questions. Contact your local U.S. Small BusinessAdministration office for any questions regarding BusinessStatus.

6a-6c. Point of Contact. Provide this information for arepresentative of the firm that the agency can contact for additional information. The representative must beempowered to speak on contractual and policy matters.

7. Name of Firm. Enter the name of the firm if Part II isprepared for a branch office.

8a-8c. Former Firm Names. Indicate any other previousnames for the firm (or branch office) during the last sixyears. Insert the year that this corporate name change was

effective and the associated DUNS Number. Thisinformation is used to review past performance on Federalcontracts.

9. Employees by Discipline. Use the relevant disciplinesand associated function codes shown at the end of theseinstructions and list in the same numerical order. After thelisted disciplines, write in any additional disciplines and leavethe function code blank. List no more than 20 disciplines. Group remaining employees under "Other Employees" incolumn b. Each person can be counted only once accordingto his/her primary function. If Part II is prepared for a firm(including all branch offices), enter the number of employeesby disciplines in column c(1). If Part II is prepared for abranch office, enter the number of employees by discipline incolumn c(2) and for the firm in column c(1).

10. Profile of Firm's Experience and Annual AverageRevenue for Last 5 Years. Complete this block for the firmor branch office for which this Part II is prepared. Enter theexperience categories which most accurately reflect thefirm's technical capabilities and project experience. Use therelevant experience categories and associated profile codesshown at the end of these instructions, and list in the samenumerical order. After the listed experience categories,write in any unlisted relevant project experience categoriesand leave the profile codes blank. For each type ofexperience, enter the appropriate revenue index number toreflect the professional services revenues received annually(averaged over the last 5 years) by the firm or branch officefor performing that type of work. A particular project maybe identified with one experience category or it may bebroken into components, as best reflects the capabilities andtypes of work performed by the firm. However, do notdouble count the revenues received on a particular project.

11. Annual Average Professional Services Revenues ofFirm for Last 3 Years. Complete this block for the firm orbranch office for which this Part II is prepared. Enter theappropriate revenue index numbers to reflect theprofessional services revenues received annually (averagedover the last 3 years) by the firm or branch office. IndicateFederal work (performed directly for the FederalGovernment, either as the prime contractor orsubcontractor), non-Federal work (all other domestic andforeign work, including Federally-assisted projects), and thetotal. If the firm has been in existence for less than 3 years,see the definition for "Annual Receipts" under FAR 19.101.

12. Authorized Representative. An authorized represent-ative of the firm or branch office must sign and date thecompleted form. Signing attests that the informationprovided is current and factual. Provide the name and titleof the authorized representative who signed the form.


List of Disciplines (Function Codes)


Acoustical EngineerAdministrativeAerial PhotographerAeronautical EngineerArcheologistArchitectBiologistCADD TechnicianCartographerChemical EngineerChemistCivil EngineerCommunications EngineerComputer ProgrammerConstruction InspectorConstruction ManagerCorrosion EngineerCost Engineer/EstimatorEcologistEconomistElectrical EngineerElectronics EngineerEnvironmental EngineerEnvironmental ScientistFire Protection EngineerForensic EngineerFoundation/Geotechnical EngineerGeodetic SurveyorGeographic Information System SpecialistGeologistHealth Facility Planner

Code Description

01020304050607080910111213141516171819202122232425262728293031

32333435363738394041424344454647484950515253545556575859606162

Hydraulic EngineerHydrographic SurveyorHydrologistIndustrial EngineerIndustrial HygienistInterior DesignerLand SurveyorLandscape ArchitectMaterials EngineerMaterials Handling EngineerMechanical EngineerMining EngineerOceanographerPhoto InterpreterPhotogrammetristPlanner: Urban/RegionalProject ManagerRemote Sensing SpecialistRisk AssessorSafety/Occupational Health EngineerSanitary EngineerSchedulerSecurity SpecialistSoils EngineerSpecifications WriterStructural EngineerTechnician/AnalystToxicologistTransportation EngineerValue EngineerWater Resources Engineer

Code Description

List of Experience Categories (Profile Codes)

Acoustics, Noise AbatementAerial Photography; Airborne Data and Imagery

Collection and AnalysisAgricultural Development; Grain Storage;

Farm MechanizationAir Pollution ControlAirports; Navaids; Airport Lighting;

Aircraft FuelingAirports; Terminals and Hangars; Freight

HandlingArctic FacilitiesAnimal FacilitiesAnti-Terrorism/Force ProtectionAsbestos AbatementAuditoriums & TheatersAutomation; Controls; Instrumentation

Barracks; DormitoriesBridges

CartographyCemeteries (Planning & Relocation)Charting: Nautical and AeronauticalChemical Processing & StorageChild Care/Development FacilitiesChurches; ChapelsCoastal EngineeringCodes; Standards; OrdinancesCold Storage; Refrigeration and

Fast FreezeCommercial Building (low rise);

Shopping CentersCommunity FacilitiesCommunications Systems; TV; MicrowaveComputer Facilities; Computer ServiceConservation and Resource

ManagementConstruction ManagementConstruction SurveyingCorrosion Control; Cathodic Protection;

ElectrolysisCost Estimating; Cost Engineering and

Analysis; Parametric Costing;Forecasting

Cryogenic Facilities

Dams (Concrete; Arch)Dams (Earth; Rock); Dikes; LeveesDesalinization (Process & Facilities)Design-Build - Preparation of Requests for

ProposalsDigital Elevation and Terrain Model Develop-

mentDigital OrthophotographyDining Halls; Clubs; RestaurantsDredging Studies and Design

Ecological & ArcheologicalInvestigations

Educational Facilities; ClassroomsElectrical Studies and DesignElectronicsElevators; Escalators; People-MoversEmbassies and ChanceriesEnergy Conservation; New Energy

SourcesEngineering EconomicsEnvironmental Impact Studies,

Assessments or StatementsEnvironmental and Natural Resource

MappingEnvironmental PlanningEnvironmental RemediationEnvironmental Testing and Analysis

Fallout Shelters; Blast-Resistant DesignField Houses; Gyms; StadiumsFire ProtectionFisheries; Fish laddersForensic EngineeringForestry & Forest products

Garages; Vehicle Maintenance Facilities;Parking Decks

Gas Systems (Propane; Natural, Etc.)Geodetic Surveying: Ground and Air-

borneGeographic Information System

Services: Development, Analysis, and Data Collection

Geospatial Data Conversion: Scanning,Digitizing, Compilation,Attributing, Scribing, Drafting

Graphic Design

Harbors; Jetties; Piers, ShipTerminal Facilities

Hazardous Materials Handling andStorage

Hazardous, Toxic, RadioactiveWaste Remediation

Heating; Ventilating; Air Conditioning

Health Systems PlanningHighrise; Air-Rights-Type BuildingsHighways; Streets; Airfield Paving;

Parking LotsHistorical PreservationHospital & Medical FacilitiesHotels; MotelsHousing (Residential, Multi-Family;

Apartments; Condominiums)Hydraulics & PneumaticsHydrographic Surveying


Code Description Code Description

A01A02

A03

A04A05

A06

A07A08A09A10A11A12

B01B02

C01C02C03C04C05C06C07C08C09

C10

C11C12C13C14

C15C16C17

C18

C19

D01D02D03D04

D05

D06D07D08

E01

E02E03E04E05E06E07

E08E09

E10

E11E12E13

F01F02F03F04F05F06

G01

G02G03

G04

G05

G06

H01

H02

H03

H04

H05H06H07

H08H09H10H11

H12H13


Product, Machine Equipment DesignPneumatic Structures, Air-Support

BuildingsPostal FacilitiesPower Generation, Transmission,

DistributionPublic Safety Facilities

Radar; Sonar; Radio & RadarTelescopes

Radio Frequency Systems & Shieldings

Railroad; Rapid TransitRecreation Facilities (Parks,

Marinas, Etc.)Refrigeration Plants/SystemsRehabilitation (Buildings; Structures;

Facilities)Remote SensingResearch FacilitiesResources Recovery; RecyclingRisk AnalysisRivers; Canals; Waterways; Flood

ControlRoofing

Safety Engineering; Accident Studies; OSHA Studies

Security Systems; Intruder & SmokeDetection

Seismic Designs & StudiesSewage Collection, Treatment and

DisposalSoils & Geologic Studies;

FoundationsSolar Energy UtilizationSolid Wastes; Incineration; LandfillSpecial Environments; Clean Rooms,

Etc.Structural Design; Special

StructuresSurveying; Platting; Mapping; Flood

Plain StudiesSustainable DesignSwimming PoolsStorm Water Handling & Facilities

Telephone Systems (Rural; Mobile;Intercom, Etc.)

Testing & Inspection ServicesTraffic & Transportation EngineeringTopographic Surveying and MappingTowers (Self-Supporting & Guyed

Systems)Tunnels & Subways


Code Description Code Description

I01

I02

I03I04I05I06

J01

L01

L02L03L04L05

L06

M01M02

M03M04

M05M06M07

M08

N01

N02N03

O01O02O03

P01P02

P03P04

P05

P06P07P08

P09P10

P11P12

P13

R01

R02

R03R04

R05R06

R07R08R09R10R11

R12

S01

S02

S03S04

S05

S06S07S08

S09

S10

S11S12S13

T01

T02T03T04T05

T06

Industrial Buildings; Manufacturing Plants

Industrial Processes; Quality Control

Industrial Waste TreatmentIntelligent Transportation SystemsInterior Design; Space PlanningIrrigation; Drainage

Judicial and Courtroom Facilities

Laboratories; Medical Research Facilities

Land SurveyingLandscape ArchitectureLibraries; Museums; GalleriesLighting (Interior; Display; Theater,

Etc.)Lighting (Exteriors; Streets;

Memorials; Athletic Fields, Etc.)

Mapping Location/Addressing SystemsMaterials Handling Systems;

Conveyors; SortersMetallurgyMicroclimatology; Tropical

EngineeringMilitary Design StandardsMining & MineralogyMissile Facilities (Silos; Fuels;

Transport)Modular Systems Design;

Pre-Fabricated Structures or Components

Naval Architecture; Off-Shore Platforms

Navigation Structures; LocksNuclear Facilities; Nuclear Shielding

Office Buildings; Industrial ParksOceanographic EngineeringOrdnance; Munitions; Special

Weapons

Petroleum Exploration; RefiningPetroleum and Fuel (Storage and

Distribution)PhotogrammetryPipelines (Cross-Country - Liquid &

Gas)Planning (Community, Regional,

Areawide and State)Planning (Site, Installation, and Project)Plumbing & Piping DesignPrisons & Correctional Facilities



Code Description

U01U02

U03

V01

W01W02

W03

W04

Z01

Unexploded Ordnance RemediationUrban Renewals; Community

DevelopmentUtilities (Gas and Steam)

Value Analysis; Life-Cycle Costing

Warehouses & DepotsWater Resources; Hydrology;

Ground WaterWater Supply; Treatment and

DistributionWind Tunnels; Research/Testing

Facilities Design

Zoning; Land Use Studies

5. NAME OF FIRM

PART I - CONTRACT-SPECIFIC QUALIFICATIONS

ARCHITECT - ENGINEER QUALIFICATIONS

A. CONTRACT INFORMATION

1. TITLE AND LOCATION (City and State)

2. PUBLIC NOTICE DATE 3. SOLICITATION OR PROJECT NUMBER

B. ARCHITECT-ENGINEER POINT OF CONTACT

C. PROPOSED TEAM (Complete this section for the prime contractor and all key subcontractors.)

4. NAME AND TITLE

8. E-MAIL ADDRESS7. FAX NUMBER6. TELEPHONE NUMBER

(Check)

PRIM

E

J-V

PARTN

ERSU

BC

ON

-TRA

CTO

R

9. FIRM NAME 10. ADDRESS 11. ROLE IN THIS CONTRACT

a.

b.

c.

d.

e.

f.

STANDARD FORM 330 (6/2004) PAGE 1

D. ORGANIZATIONAL CHART OF PROPOSED TEAM (Attached)

CHECK IF BRANCH OFFICE







For Proposal Purposes

Charles B. Goldsmith, AIA, RCI, AAWE

C. B. Goldsmith and Associates, Inc.

727-540-0456 727- 540-0305 [email protected]

✘

CB Goldsmith & Assoc.,Inc.

13101 - 56th Court NorthSuite 801Clearwater, FL 33760

Architect

✘

McCarthy & Assoc. 2555 Nursery Rd., Suite 101Clearwater, FL

Structural Engineer

✘

Seibein Associates,Inc. 625 NW 60th Street, Suite CGainesville, FL 32607

Acoustical Engineer

✘

Garg Engineering Ent. 10322 Shady Oak LaneSeminole, FL 33777

Electrical Engineer

✘

Engineering Matrix, Inc. 2860 Scherer DriveSuite 640St. Petersburg, FL 33716

Mechanical Engineer

✘

Lloveras, Baur & Stevens 29228 U.S. Highway 19 NorthClearwater, FL 33764

Civil Engineer

✘

12. NAME 13. ROLE IN THIS CONTRACT

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT(Complete one Section E for each key person.)

14. YEARS EXPERIENCEb. WITH CURRENT FIRMa. TOTAL

17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)16. EDUCATION (DEGREE AND SPECIALIZATION)

15. FIRM NAME AND LOCATION (City and State)


a.

b.

c.

d.

(1) TITLE AND LOCATION (City and State)

PROFESSIONAL SERVICES CONSTRUCTION (If applicable)

(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETEDPROFESSIONAL SERVICES CONSTRUCTION (If applicable)



e.

Check if project performed with current firm


(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE






19. RELEVANT PROJECTS(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED


(2) YEAR COMPLETED

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Charles B. Goldsmith Architect 50 50


1948 The Institute of Design B.A. Architect, State of FL-AR00002769General Contractor-St. of FL: GC-C-004105NCARB: National: 7040Landscape Architect: St of FL: 0257

Member, Amer. Assoc. for Wind Engineering (AAWE) Emeritus Member: Roof ConsultantsInstitute (RCI) Adjunct Professor at USF School of Architecture; Committee Member, Amer.Society of Testing & Materials (ASTM); Committee Member: State Stucco Committee

Seminole Middle SchoolSeminole, FL 2005

Campus Renovations. HVAC: Engineered fully ducted 4-pipe chilled/hot water system andbuilding energy recovery, DDC controls. Electrical: emergency power, power andlighthing upgrades. Architectural: re-roofing, windows, lighting, structural support.

X

Bay Vista Fundamental ElementarySchool, St. Petersburg, FL 2003

Campus Renovations: HVAC: 1950's non air-conditioned building design - engineeredfully ducted 4-pipe chilled/hotwater system with system and building energy recovery,DDC controls; Electrical: power and fire alarm upgrades; Architectural: buildingaddition, structural support, lighting, sculptured ceilings.

X

King's Highway Elementary SchoolClearwater, FL 2003

Campus Renovations: HVAC: 1950's non air-conditioned building design - engineeredfully ducted 4-pipe chilled/hotwater system with system and building energy recovery,DDC controls; Electrical: power and lighting upgrades; Architectural: buildingaddition, structural support, lighting, sculptured ceilings.

X

Northbay Animal HospitalTampa, FL 2001

Building Renovations: HVAC: Independent zoned direct expansion with high capacitydehumified outside air. Architectural: Contemporary roof.

X

Palm Harbor Middle SchoolPalm Harbor, FL 1999

Renovations to update exterior envelope, including roof replacement, to current windloading requirements and band room acoustical problems.

X








a.

b.

c.

d.






e.











(2) YEAR COMPLETED


Robert J. Whitcomb, AIA Sr. Project Manager 20 20

C. B. Goldsmith and Associates, Inc., Clearwater, FL

Univ. of South Florida;Master in Architecture (2000)University of Florida;Bachelor of Design in Architecture (1993)

Registered Architect, Florida (AR94537)NCARB Certified (No. 66005)Level I Certified Themographer (No. 7719)

CDT, Construction Documents Technologist; AIA, The American Institute of Architects; RCI,The Institute of Roofing, Waterproofing, and Building Envelope Professionals; ASTM,American Society of Testing and Materials;

Lake St. George Elementary SchoolPalm Harbor, FL 2007 2008

Scope: Re-Roofing (SBS Modified Roofing)Size/Cost: 72,607 SF; $595,000Role: Designer/Project Manager.Responsible for: Roofing Design, Wind Loads, CD Production and Proj. Administration

x

Limona Elementary SchoolBrandon, FL 2007 2008

Scope: Re-Roofing (SBS Modified Roofing over new LWC)Size/Cost: 64,266 SF; $839,000Role: Roof ConsultantResponsible for: Roofing Design, Wind Loads, CD Production and Proj. Administration

x

St. Petersburg High SchoolSt. Petersburg, FL 2006 2007

Scope: Re-Roofing (Spanish-S Clay Roof Tile and SBS Modified Roofing)Size/Cost: 44,102 SF; $970,131Role: Designer/Project Manager.Responsible for: Roofing & Arch. Design, Wind Loads, CD Production and Proj. Admin.

x

Cypress Woods ElementaryPalm Harbor, FL 2004 2005

Scope: Re-Roofing (SBS Modified Roofing)Size/Cost: 70,000 SF; $526,000Role: Designer/Project Manager.Responsible for: Roofing Design, Wind Loads, CD Production and Proj. Administration

x

Seminole Middle SchoolSeminole, FL 2002 2005

Scope: Campus Renovations (HVAC, Electrical, Architectural, Roofing, Lighting)Size/Cost: 146,000 SF; $6.2 millionRole: Designer/Project Manager.Responsible for: Roofing, Window & Arch. Design, CD Production and Proj. Administration

x








a.

b.

c.

d.






e.











(2) YEAR COMPLETED


Patrick Green Project manager23 2

C. B. Goldsmith And Associates, Inc.

Bachelor Of Architecture, Louisiana StateUniversity 1985

State of Florida, Architect AR0016165

AIA, American Institute of Architects

Plantation Lakes ExteriorRenovations, Sanford, Florida 2007 2008

Complete removal and replacement of the entire stucco finish system and windows. Mr.Green's specific role in the project is project manager and construction administrator.The project consists of 18 separate multi-unit apartment buildings and the constructionbudget is about $6 million.

X

Gus A. Stavros Institute ExteriorRenovations 2008

Exterior renovations, partial window replacement, partial roof replacement and roofrenovations to the approximately 19,000 square foot flagship facility. Mr. Green wasco-author of the forensic report which helped define the scope of the project and wasresponsible for detailing the replacement windows.

X

Maximo Elementary Renovations,St. Petersburg, Florida 2001 2002

Major interior and exterior renovation with classroom additions and all new mechanical,electrical, data and plumbing systems was completed in 2002. The school is about 90,000square feet and the construction budget was about $6 million. Mr. Green was responsiblefor design development, construction documents and construction administration.

Main Street Lakewood Ranch,Sarasota, Florida 2003 2004

A new approximately 300,000 square foot multi-building mixed use complex of buildingswhich includes office, residential and retail spaces. Mr. Green was responsible formuch of the project's construction administration.

Walter G Griffith Psychiatry OfficeSt. Petersburg, Florida 2005 2006

Major interior and exterior renovations to an existing office building. Mr. Green wasowner of his own practice and responsible for the design, construction documents andconstruction administration of the approximately 3,500 square foot building

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT

(Present as many projects as requested by the agency, or 10 projects, if not specified.Complete one Section F for each project.)

a. PROJECT OWNER


25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

20. EXAMPLE PROJECT KEYNUMBER

a.

b.

c.

d.

e.

f.

(1) FIRM NAME (2) FIRM LOCATION (City and State)

(3) ROLE(1) FIRM NAME (2) FIRM LOCATION (City and State)




(3) ROLE

(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE

b. POINT OF CONTACT NAME

23. PROJECT OWNER'S INFORMATION

c. POINT OF CONTACT TELEPHONE NUMBER


22. YEAR COMPLETEDPROFESSIONAL SERVICES CONSTRUCTION (If applicable)

1

Seminole Middle SchoolSeminole, FL 2002 2005

Pinellas County Schools Edward Ural 727-547-7204

Scope: Campus Renovations

HVAC: Engineered fully ducted, 4-pipe chilled/hot water system with energy recovery, DDCcontrols.

Electrical: Emergency power, power, fire alarm and lighting upgrades.

Architectural: Re-roofing, window replacement, acoustic ceilings and mechanical roomrenovations.

Supplemental Scope: Update exterior envelope (roofing and windows) to meet current windload requirements necessary to qualify School as a hurricane shelter.

Area: 146,000 sq. ft. (approx.)

Cost: $6.2 million

C.B. Goldsmith & Assoc.,Inc.

Clearwater, FL Project Architect

McCarthy & Assoc. Clearwater, FL Structural Engineer

Seibein Assoc. Inc. Gainesville, FL Acoustical Engineer



a. PROJECT OWNER





a.

b.

c.

d.

e.

f.






(3) ROLE







2

Bay Vista Fundamental Elem. SchoolSt. Petersburg, FL 2001 2002

Pinellas County School Rich Gauvey 727-547-7196

Scope: Campus Renovation

HVAC: Renovate 1950 vintage school originally designed without air conditioning with a newfully ducted 4-pipe chilled hot/water system with energy recovery and DDC controls.

Electrical: Power, lighting and fire alarm upgrades.

Architectural: Building addition (new mechanical room), structural support, and acousticceilings.

Size: 45,000 sq. ft.

Cost: $1.87 million




Siebein Assoc., Inc. Gainesville, FL Acoustical Engineer



a. PROJECT OWNER





a.

b.

c.

d.

e.

f.






(3) ROLE







3

Kings Highway Elementary SchoolClearwater, FL 2001 2002

Pinellas County Schools Edward Ural 727-547-7204

Scope: Campus Renovation

HVAC: Renovate 1950 vintage school originally designed without air conditioning with a newfully ducted 4-pipe chilled hot/water system with energy recovery and DDC controls.

Electrical: Power, lighting and fire alarm upgrades.

Architectural: Re-roofing, window replacement, acoustic ceilings, sidewalks, andmechanical room renovations.


Cost: $2.0 million





(Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.)

a. PROJECT OWNER





a.

b.

c.

d.

e.

f.






(3) ROLE







4

Gus A. Stavros InstituteLargo, FL 2007 2008

Pinellas County School Board Ken Claessens 727-547-7205

Scope: Reroofing, Window Replacement, Exterior Painting and Waterproofing

Roofing: Steep slope roofs - Structural standing seam (field lock) metal roof system withcustom flashings and details over new nailboard substrate over metal decking; Flashingrepairs; Perimeter gutters and downspouts; Roof-to-roof ladders; and steel deck repairs.


Low slope roofs - SBS modified roofing over lightweight concrete deck, gutters anddownspouts; miscellaneous flashing and sheet metal.

Size: 800 sq. ft.

Roof drainage and component and cladding wind uplift design to meet Code requirements.

Windows: Replace existing windows with a new aluminum storefront system and impactglazing.

Waterproofing: Dow Corning® AllGuard Silicone Elastomeric Coating over select exteriorstucco surfaces. New acrylic paint coatings on all remaining exterior surfaces. Wetglazing, surface-mounted drip flashings, metal closures; sealants and waterproofing.

Cost: $695,914.00





a. PROJECT OWNER





a.

b.

c.

d.

e.

f.






(3) ROLE







5

Tarpon Springs Middle SchoolTarpon Springs, FL 2001 2002

Pinellas County Schools Edward J. Ural 727-547-7204

Scope: Campus Renovations.

Roofing: New insulation, built-up roofing and metal flashings designed to meet current windload requirements.

Architectural: Brick tuckpointing, cavity ventilation, building envelope repair/renovation,and window replacement.

Forensic Investigation: Evaluate existing building envelope to solve moisture infiltrationissues and band room acoustical problems.


Size: 110,000 sq. ft.

Cost: $1.95 million







a. PROJECT OWNER





a.

b.

c.

d.

e.

f.






(3) ROLE







6

Palm Harbor Middle SchoolPalm Harbor, FL 2001 2002

Pinellas County Schools Edward J. Ural 727-547-7204

Scope: Campus Renovations.

Roofing: New insulation, built-up roofing and metal flashings designed to meet current windload requirements.

Architectural: Brick tuckpointing, cavity ventilation, building envelope repair/renovation,and window replacement.

Forensic Investigation: Evaluate existing building envelope to solve moisture infiltrationissues and band room acoustical problems.


Size: 110,000 sq. ft.

Cost: $1.8 million


Clearwater, FL Project Manager





a. PROJECT OWNER





a.

b.

c.

d.

e.

f.






(3) ROLE







7

Plantation Lakes ApartmentsSanford, FL 2007 2008

Greystar Investment Group, LLC Doug Brown 713-479-8918

Scope: Exterior Renovations

Cement Plaster Finish: Remove existing cement plaster (stucco) finish and replace with newstucco finish; control joints and accessories; decorative trim; and miscellaneous flashingand accessories.

Painting and Waterproofing: Install new fluid-applied waterproofing, sealants, acrylicpaint/coating system.

Windows: Remove and replace all exterior windows.

Size: 18 Buildings

Cost: $6.0 million


Clearwater, FL Consulting Architect



a. PROJECT OWNER





a.

b.

c.

d.

e.

f.






(3) ROLE







8

Belleair Elementary SchoolClearwater, FL 2005

Pinellas County SchoolS Doug Schoel, P.E. 727-547-7284

Scope: Campus Renovations

HVAC: Renovate 1950's vintage school originally designed without air conditioning with anew fully ducted 4-pipe chilled hot/water system with energy recovery and DDC controls.

Electrical: Site power, mechanical and lighting upgrades.

Architectural: Acoustic ceilings, structural supports, and mechanical roomaddition/renovations.


Cost: $4.0 million (budget)




Garg Engineering Ent. Seminole, FL Electrical Engineer



a. PROJECT OWNER





a.

b.

c.

d.

e.

f.






(3) ROLE







9

Holy Family Catholic ChurchSt. Petersburg, FL 2004 2005

Diocese of St. Petersburg Richard Kolhoff 727-341-6840

Scope: Forensic Investigation, Re-roofing and Exterior Renovations

System: Standing seam metal panel roof system with custom flashings and details over newwood framed substrate. Exterior work includes sealant, painting, flashings, stuccorepairs, window replacement, wet seals at existing windows, and water repellantapplication.

Cost: $600,000 (approx.)

Size: 20,000 sq. ft. (approx. total under roof)





a. PROJECT OWNER





a.

b.

c.

d.

e.

f.






(3) ROLE







10

SanSeair CondominiumsSt. Pete Beach, FL 2006 2008

SanSeair Condominium Assoc. Paul Mullen (Prof. Bayway Mgmt) 727-866-3115

Scope: Exterior sealing, painting, waterproofing and structural balcony repairs

System: Dow Corning® AllGuard Silicone Elastomeric Coating over EIFS (barrier system).Partial wet glazing, new metal flashings at head of windows, metal copings, structuralconcrete balcony repairs, cement plaster finishes, sealants and waterproofing.

Size: 110,000 sq. ft. (14 story building)

Cost: $876,000



G. KEY PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS

1

2

3

4

5

6

7

8

9

10


26. NAMES OF KEYPERSONNEL


27. ROLE IN THIS CONTRACT

(From Section E, Block 13) 1 2 3 4 5 6 7 8 9 10

29. EXAMPLE PROJECTS KEY

NO. TITLE OF EXAMPLE PROJECT (FROM SECTION F) NO. TITLE OF EXAMPLE PROJECT (FROM SECTION F)

28. EXAMPLE PROJECTS LISTED IN SECTION F(Fill in "Example Projects Key" section below before completing

table. Place "X" under project key number forparticipation in same or similar role.)

Charles B. Goldsmith Principal✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘

Robert Whitcomb Project Manager✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘ ✘

Stan Newton Mechanical Engineer

Mike McCarthy Structural Engineer✘ ✘ ✘ ✘ ✘ ✘

Nick Garg Electrical Engineer✘

Tom Radcliffe Civil Engineer

Gary Seibein Acoustical Engineer✘ ✘ ✘ ✘

Patrick Green Project Architect✘ ✘

Seminole Middle School

Bay Vista Fundamental Elem. School

Kings Highway Elem. School

Gus A. Stavros Institute

Tarpon Springs Middle School

Palm Harbor Middle School

Plantation Lakes Apartments

Belleair Elem School

Holy Family Catholic Church

SanSeair Condominiums

H. ADDITIONAL INFORMATION

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

I. AUTHORIZED REPRESENTATIVE

31. SIGNATURE 32. DATE

33. NAME AND TITLE


The foregoing is a statement of facts.

In 2009, C. B. Goldsmith and Associates (CBG&A), Inc. will be celebrating it’s 50thanniversary of providing excellent service.

CBG&A is a professional organization combining both architecture, roofing and buildingenvelope design and consulting, and adding a unique and highly specialized dimension: afirm providing technical consulting related to Forensic Architecture. A large percentage ofour work relates to the analysis and correction of problems with existing construction, andthe rest is in design review and specialized construction supervision, all intended toprevent design and performance flaws. We have a broad scope of expertise related to roofingand building envelope systems, both in manufacturing and installation of components.

Beginning in 1971, a unique aspect of our firm's practice has been in the forensicinvestigation of construction defects. Building owners, architects, contractors,subcontractors and attorneys have retained CBG&A for our expertise. We consider ourselvesto be a highly specialized firm, specifically dealing with the technical aspects ofproblems in construction. The result is the generation of information reports, experttestimony, construction documents, implementation plans and details, peer review ofconstruction documents, diagnosis, and prevention of significant malfunctions, defects, andfailures for all aspects of construction planning, design, execution, and usage. Generally,we limit our architectural services to specialized work such as building restoration,remediation, and renovations.

We provide numerous architectural services including:

INVESTIGATION PLANNING & DESIGNDestructive examination Architectural designProblem analysis Roofing and exterior envelope designMoisture testing Equipment selection and specificationDiagnosis Material selection and specificationRecommendation Cost estimatingReporting and documentationExpert testimony CONSTRUCTION DOCUMENTSInfrared Thermography Bidding package

Construction drawings and detailsENGINEERING Construction specifications for roofing,Wind uplift analysis re-roofing, painting and waterproofingRoof drainage analysisIndoor air quality analysis CONSTRUCTION MANAGEMENTMaterial analysis Bidder qualification and selection processRepair and maintenance consultation Project scheduling

Contract administrationConstruction administration and inspectionPost construction inspection and consultationPost completion corrections during warranty period

CBG&A has a reputation for distinctive and practical design solutions. Our constructiondetails are always customized for specific installations. Our extensive knowledge ofbuilding envelope technology and mechanical equipment and our participation in leading edgeindustry organizations affords CBG&A unsurpassed expertise in the area of forensic andretrofit design.

08/05/2009

Charles B. Goldsmith, CEO

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a. SIGNATURE

ARCHITECT-ENGINEER QUALIFICATIONS

PART II - GENERAL QUALIFICATIONS(If a firm has branch offices, complete for each specific branch office seeking work.)

2a. FIRM (OR BRANCH OFFICE) NAME

2b. STREET

2c. CITY 2d. STATE 2e. ZIP CODE

3. YEAR ESTABLISHED 4. DUNS NUMBER

5. OWNERSHIP

b. Disciplinec. No. of Employees

10. PROFILE OF FIRM'S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS

b. Experiencec. Revenue Index

Number(see below)


1. SOLICITATION NUMBER (If any)

8a. FORMER FIRM NAME(S) (If any) 8b. YR. ESTABLISHED

9. EMPLOYEES BY DISCIPLINE

Total

(1) FIRM (2) BRANCH

1. Less than $100,000 2. $100,00 to less than $250,000 3. $250,000 to less than $500,000 4. $500,000 to less than $1 million 5. $1 million to less than $2 million

11. ANNUAL AVERAGE PROFESSIONALSERVICES REVENUES OF FIRM

FOR LAST 3 YEARS (Insert revenue index number shown at right)

7. NAME OF FIRM (If block 2a is a branch office)

6a. POINT OF CONTACT NAME AND TITLE

6c. E-MAIL ADDRESS

8c. DUNS NUMBER

a. Federal Workb. Non-Federal Workc. Total Work

12. AUTHORIZED REPRESENTATIVE

b. DATE

c. NAME AND TITLE

a. FunctionCode

a. ProfileCode

6b. TELEPHONE NUMBER

a. TYPE

b. SMALL BUSINESS STATUS

The foregoing is a statement of facts.

PROFESSIONAL SERVICES REVENUE INDEX NUMBER

6. $2 million to less than $5 million 7. $5 million to less than $10 million 8. $10 million to less than $25 million 9. $25 million to less than $50 million10. $50 million or greater

Other Employees



13101 - 56th Court North, Suite 801

Clearwater FL 33760

1959 06-278-9995

Corporation

Yes


727-540-0456 [email protected]

06 Architects 308 CADD Technician 248 Project Manager 102 Administrative 3

9

A01 Acoustics 2E02 Educational facilities 3

E03 Electrical studies & Design 3H04 Heating & Ventilating/AC 3L06 Lighting, Interior 2R12 Roofing (roof review of

construction documents) 3T02 Testing & Inspection Svs. 1V01 Value Analysis of Cycle

Costing 1W04 Wind tunnels research test 1H04 HVAC/Mechanical Systems

Forensics 2Building Envelope Forensics 2Moisture Infiltration Inves 1Waterproofing Design 1

044

08/05/2009


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4

Robert J. WhitcombAIA, RCI, NCARB, CSI, CDT

Vice President

AdministrativeSupport Staff

[Name]Project Architect

[Name]Architectural Draftsman

Alex Agudelo, LEED APIntern Architect

Charles Brandt GoldsmithAIA, FARA, RLA, AAWE, RCI

CEOMechanical EngineeringEngineering Matrix, Inc.

Electrical EngineeringGarg Engineering, Inc.

Structural EngineeringMcCarthy and Associates

Acoustics ConsultingSiebein Associates, Inc.

Civil EngineeringLloveras, Baur & Stevens

Steve CardwellProject Manager

Patrick Green, RAProject Architect

The Charles Brandt Goldsmith Organization

ProfessionalStaff

AssociatedConsultants

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