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AlA Document A305
Contractor's Qualification Statement
1986 EDITION
This form is approved and recommended by The American Institute of Architects (AIA) and The Associated General Contractors of America (AGC) for use in evaluating the qualifications of contractors. No endorsement of the submitting party or verification of the information is made by the AlA or AGC.
The Undersigned certifies under oath that the information provided herein is true and sufficiently complete so as not to be misleading.
SUBMITTED TO:
ADDRESS:
| SUBMITTED BY: | Corporation | X | |
| NAME: | SHIELDS, INC. | Partnership | |
| ADDRESS: | P.O. Box 5566 (2625 Hope Church Road 27103) | Individual | |
| PRINCIPAL OFFICE: | Winston-Salem, NC 27113 | Joint Venture | |
| Other |
NAME OF PROJECT (if applicable):
TYPE OF WORK (file separate form for each Classification of Work):
| X General Construction | HVAC |
| Plumbing | Electrical |
| X Other: EIFS, Drywall, Plaster, Acoustical Ceilings, and Flooring (Carpet &VCT), Ceramic Tile , Stone | |
1. ORGANIZATION
1.1 How many years has your organization been in business as a Contractor?
59 years
1.2 How many years has your organization been in business under its present business name?
59 years
1.2.1 Under what other or former names has your organization operated?
1.3 If your organization is a corporation, answer the following:
1.3.1 Date of incorporation: 4/1/48
1.3.2 State of incorporation: North Carolina
1.3.3 President's name: H. Curt Hege, Jr.
1.3.4 Vice-president's name(s): Robert Moser, Michael Chambers, Charles Munday
1.3.5 Secretary's name: Margaret Byrd
1.3.6 Treasurer's name: H. Curt Hege, Sr.
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 to which your organization is legally qualified to do business, and indicate registration or license numbers, if applicable.
Drywall, Acoustical Ceilings, EIFS, Flooring (Carpet & VCT), Ceramic Tile and Stone
General Contractors
SC Lic. #G-10395 NC Lic. #G-06954 VA Lic. #2071-003305A
2.2 List jurisdictions 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.
Metal Framing and Drywall, EIFS, Acoustical Ceilings, Lath and Plaster, Flooring (VCT, Ceramic, Carpet, Stone & Quarry Tile)
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 or 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 List major construction projects your organization has in progress, giving the name of project owner, architect, contract amount, percent complete and scheduled completion date.
Project/Owner/Architect/Gen. Contractor/Contract Amount/%comp/Schedule complete date
Phillip Morris USA/Hourigan Construction/CUHZA CN-5380/$9,964,354/99%/8-07
Pennybryn at Maryfield/Maryfield, Inc./Sheretz, Franklin, Crawford, Shaffner Inc./Rodgers Builders/$7,739,661/70%/10-07
Southwest Enterprises Drywall/COPT Development & Construction Services/McKinney & Company/Whiting - Turner Contracting Company/$488,913/64%/10-07
Southwest Enterprises Acoustical/COPT Development & Construction Services/McKinney & Company/Whiting - Turner Contracting Company/$233,878/15%12-07
Ethan Allen - Myrtle Beach/Ethan Allen Global, Inc./Talbot Construction/$337,600/89%/12-07
Wesley Long Hospital Renovations/Wesley Long Hospital/BE&K Building Group/Peterson & Associates/1,134,771/57%/9-2008
3.4.1 State total worth of work in progress and under contract:
$26,525,000
3.5 List the major projects your organization has completed in the past five years, giving the nature of project, owner, architect, contract amount, date of completion and percentage of the cost of the work performed with your own forces.
Project/Owner/Arch/Gen Contractor/Contract Amt/Date Comp/Work by Shields Forces
ASU Conv. Ctr/State of NC/Corley-Redfoot/ Metric/$700,000.00/3-2000/100%
ASU Student Recreation Center/State of NC/Shelco/Corley Redfoot Zack/$1,157,044/100%
Adams Mark Hotel/Adams Mark Hotel/ HBE/HBE/$1,250,000.00/4-2000/100%
Central Piedmont Community College/CPCC/FWA Group/Rodgers-Hardin/$1,285,000.00/11-2003/100%
Charlotte Arena/City of Charlotte/Hunt Construction/Ellerbe Beckett/$5,083,488/10-2005/100%
Corning II/Corning/Billy Tate/Raytheon/$2,220,000.00/11-2001/100%
Corning III/Corning/Billy Tate/Raytheon/$3,652,000.00/11-2001/100%
Ethan Allen Home Interiors-Winston-Salem/Ethan Allen Global, Inc./JS Clark/$267,100/4-2007/100%
Forsyth Medical Center/FMC/Rentenbach/$345,000.00/11-2003/100%
Hampton Inn & Suites at the Vineyards/Hampton Inn/Shelco, Inc./ISOM Associates/$1,565,647/3-2007/100%
James Madison Univ/JMU/HLM Design/Nielson Const/$1,010,000.00/8-2003/100%
Knapp Bldg/UNC/Peterson/Richard Beach/$975,000.00/4-2002/100%
MSENT Bldg at the University of Virginia/State of Virginia/Barton Marlow/VMDO Architects PC/$1,461,606/6-2006/100%
Moore Reg Hosp/Moore Co/Peterson/T.A. Loving/ $2,500,000.00/6-2000/100%
NC Baptist Medical Ctr/NCBMC/various/Frank L Blum/$7,773,000.00/3-2003/100%
NCSU Alumni Center/State of NC/TA Loving/Calloway-Johnson-Moore/$1,689,375/3-2006/100%
NCSU Football Stadium/NCSU/Corley-Redfoot/T.A. Loving/$ 980,000.00/9-2002/100%
New Hanover Court/Jail/New Hanover Co/Freeman-White/J.M. Thompson/$895,000.00/1-2003/100%
Opry Mills Mall/Mills Corp/D'Agostino/Whiting Turner/ $8,750,000.00/3-2000/100%
Presbyterian Hospital/Presbyterian Healthcare/Brassfield & Gorrie/McCullough England/$2,386,713/5-2004/100%
River Landing/Presbyterian/Freeman-White/Rodgers Bldrs/$5,250,000.00/9-2002/100%
Roanoke Higher Edu/City of Roanoke/Echols-Sparger/ Beers/$1,200,000.00/12-2000/100%
Science Center/Guilford College/DS Atlantic/ Beers/$650,000.00/2-2000/100%
Surry Co Courthouse/Surry Co/Martin,Boal/J.S. Clark/ $1,020,000.00/2002/100%
UNC Children's Hospital/State of NC/HKS/Ellis Don/ 4885,000.00/4-2000/100%
UNC Child & Womens Hosp/UNC/HKS/Ellis Don/ $1,200,000.00/3-2002/100%
UNC Wilmington/State of NC/Barnhill/Moser Mayer Phoenix Associates/$1,624,995/7-2006/100%
VA Hosp-Asheville/VA/Freeman-White/King Const/ $1,739,000.00/7-2002/100%
Wake Forest University Baptist Medical Center - Plastic Surgery/WFUBMC/WFUBMC Facilities Planning/$106,652/10-2006/100%
Watauga Med. Ctr./Watauga Med Ctr/Wilkerson/Whelchel Assoc/$875,000.00/6-2002/100%
Wesley Long Cancer Ctr/Wesley Long Hosp/HDR/T.A. Loving/$1,130,000.00/4-2002/100%
Western Wake Medical/Western Wake Medical/DS Atlantic/DS Atlantic Const/$1,250,000.00/2-2003/100%
Women's Hosp-Greensboro/Moses Cone Hosp/Freeman-White/T.A. Loving/$1,950,000.00/6-2002/100%
3.5.1 State average annual amount of construction work performed during the past five years:
$26,000,000.00
4. REFERENCES
4.1 Trade References:
U.S. Gypsum
Armstrong World Industries
Chicago Metallic
Interior Distributors
Karastan-Bigelow
4.2 Bank References:
Name of Bank: Wachovia
Contact Person: Everett Wells
Contact Phone: 336-732-4151
Type of Account: Corporate Account
4.3 Surety:
4.3.1 Name of bonding company:
Cincinnati Insurance and Senn Dunn
4.3.2 Name and address of agent:
Senn Dunn - Attn: David Clem P.O. Box 9375
Greensboro, NC 27429
5. FINANCING
5.1 Financial Statement.
5.1.1 Attach a financial statement, preferably audited, inlcuding your organization'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:
Saunders, Strode and Trawick, PA
1100-C Stratford Road, Suite 180
Winston-Salem, NC, 27103
5.1.3 Is the attached financial statement for the identical organization named on page one?
Yes
5.1.4 If not, explain the relationship and financial responsibility of organization whose financial statement is provided (e.g., parent-subsidiary).
N/A
5.2 Will the organization whose financial statement is attached act as guarantor of the contract for construction?
Yes
6. SIGNATURE
6.1 Dated at ____________________ this _ ______ day of __ ______________ 20_____.
Name of Organization: Shields, Inc.
By: H. Curt Hege, Jr.
6.2
M. ______________________________________ being duly sworn deposes and says that the information provided herein is true and sufficiently complete so as not to be misleading.
Subscribed and sworn before me this _______ day of____________ 20_____.
Notary Public:
My Commission Expires:
CAUTION: You should use an original AIA document which has this caution printed in red. An original assures that changes will not be obscured as may occur when documents are reproduced.
AIA DOCUMENT A305 · CONTRACTOR'S QUALIFICATION STATEMENT · 1986 EDITION · AIA® · ©1986 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20005 · A305-1986
WARNING: Unlicensed photocopying violates U.S. copyright laws and is subject to legal prosecution.
