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Consultancy Services
Proposal

August, 2007

ISO 9001 : 2000 CERTIFIED

www.genivar.com
th
5858 Cte-des-Neiges Rd, 4 Floor, Montreal, Quebec, Canada, H3S 1Z1
Telephone: (1) 514 340-0046 Fax: (1) 514 340-2847
Table of Contents

1. GENIVAR................................................................................................................. 2
1.1 Company Profile ............................................................................................... 2
1.1.1 Firm philosophy and Methodology ........................................................... 2
1.1.2 Design Review ...................................................................................... 4
1.1.3 Scheduling and Time Control Processes ................................................... 5
1.1.4 Risk Management .................................................................................. 5
1.1.5 Cost Planning, Monitoring and Control Methodology.................................. 7
1.1.6 Site Health and Safety ........................................................................... 7
1.1.7 Application of appropriate technology ...................................................... 8
1.1.8 Commissionning methodology and post-construction services .................... 8
1.1.9 Summary.............................................................................................. 9
1.2 Company Information ..................................................................................... 10
1.3 Financial Information ...................................................................................... 10

2. PROJECTS EXPERIENCE. .............................................................................................. 11

3. CV OF KEY PERSONNEL .......................................................................................... 23

4. RATES........................................................................................................................ 54
4.1 Hourly Rates .................................................................................................. 54
4.2 Percentage Base ............................................................................................ 54
4.3 Fixed Fee ...................................................................................................... 54

5. MODEL OF CONTRACT ........................................................................................... 55

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1. GENIVAR
1.1.1 Firm philosophy and Methodology

1.1 Company Profile GENIVARs proposed methodology is


structured to control the time, cost and
GENIVAR is one of North Americas leading quality of the project, thus enhancing the
professional multidisciplinary companies with success of the project and thereby increasing
over 2000 specialists in project and Clients satisfaction. This is achieved by the
construction management, engineering, and systematic application of development and
management consulting providing a wide management tools, to determine the
range of services to both private and public optimum development plan, project
sector clients in over 30 countries throughout management systems, construction,
Canada, the Caribbean, Latin America, South commissioning, and operation and
America, Europe, Africa and Asia. maintenance processes.
GENIVAR is a quality assured company (ISO GENIVAR will be accountable for ensuring
9002) driven by the concept of excellence. that the allocated resources are used
Our enthusiastic commitment to quality of the appropriately to complete the project. A
built environment is matched by vigorous variety of stakeholders will be involved
monitoring of the services provided. including the Client, policy makers,
Uncompromising quality of project administrators, financial advisors,
management engineering and construction accountants and legal advisors, designers,
services is the key element required for the contractors, specialty consultants tenants and
success of our projects and business. social groups. We will work to understand
The expertise of our employees makes and respect the project goals and
GENIVAR a leader in providing solutions requirements of each of the team members,
through integrated project delivery drawing while focusing on completing the project
on four decades of experience in: within budget and on schedule.

Project and construction management, GENIVAR will put in place the necessary
resources to ensure that interests of the Client
Engineering services and studies are protected at every stage and that a
Project development and financing superior quality project is delivered.
Construction
Strategic consulting services The following is a detailed list of activities
included in the management services by
stages:
Pre-construction stage
Prepare Project Brief
Select and manage Design team
Prepare Consultants contracts
Mobilize Project Management and
Professional teams
Attend project coordination meetings with
the Client, Consultants and project
stakeholders
Prepare detailed Project programme
Identify all project stakeholders
Prepare communication protocols,
including project specific web site

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Provide input on issues of constructability
and construction related issues
Tender stage
Prepare detailed Project budget
Provide and maintain project cash flow for Provide comments and advice on the
work packages tender schedule and tender packages
Review the clients master schedule and Review final tender documents and make
provide comments recommendations on bid-ability
Prepare a cost estimate during the design Provide advice, assistance and
stage recommendation on the pre-qualification
Identify construction packages criteria
Identify long delivery items Attend tender briefings and assist the
Participate in value engineering sessions Consultants in the preparation of addenda
and provide comments and Attend job showings and assist the
recommendations clarification of site issues
Set criteria to prequalify contractors Assist the client as requested in bid
Liaison and communicate with Authorities analysis
having Jurisdiction Provide the client with cost information,
Issue monthly reports as requested, prior to negotiations with
Participate in partnering sessions any bidders
Establish cost control program and cash Liase and communicate with authorities
flow for construction stage having jurisdiction
Commence Government Applications File for notice of project with appropriate
Process Local Government Authorities
Negotiate works contracts Provide advice on any packages that are
Provide recommendations regarding required to be re-tendered
Project Insurance Liase and communicate with Authorities

Contract Document stage


Attend all project coordination meetings
Review construction documents for
constructability, bid ability, and
coordination
Prepare and update project schedule
Provide advice on alternatives to systems
and procedures to improve schedule or
reduce budget
Provide advice and identify long delivery
items that may require pre-tendering
Review consultant cost estimates
Construction stage
Prepare independent cost estimates at
project milestones including detailed work Maintain a daily log
sheets Submit monthly written reports including
Advise and assist the client on developing budget and scheduling information
pre-qualification criteria Provide ongoing administration support
Provide Monthly Progress reports including Maintain complete and updated project
Cost Schedule reports files, drawing and specifications
Identify required permits, licenses and Provide construction supervision to
approvals perform defined activities

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Conduct ongoing site safety orientation Conduct 11 months inspection prior to the
sessions for all persons entering the site expiration of any warranty
Chair joint health and safety committee Prepare post construction evaluation and
meetings cost analysis report
Evaluate trade contractors for compliance Establish the certification of total
with health and safety policies performance
Monitor and inspect all General Arrange for the issuing of substantial
Contractors work completion certificates and holdback
Assign a health and Safety Supervisor releases
Provide a monthly Health & Safety Produce a final report on the project
performance report
Identify and report project risks
Plan and manage site security
Establish procedures for tracking shop
drawing and samples
Review change notices and forward
independent estimates to the Client
Maintain detailed log of changes
Review regulations to identify and monitor
permits, licenses and approvals
Recommend payment of Contractor
invoices
Specific activities that will be performed
Monitor requests for information from
during the execution of the above listed
Contractors and responses from Consultant
services will include the following:
team
Inspect and determine that all shop
drawings, site instructions, and samples are
1.1.2 Design Review
complete
Maintain daily site reports GENIVARs integrated structure allows us to
Assist in the resolution of disputes excel in our ability to provide design review
Manage and maintain record of changes services. Led by our senior design architects
and anticipated changes to the project and engineers, our team will first review the
Produce monthly progress reports existing studies, requirements and concept
Participate in partnering sessions proposal and then develop with the Client
Project record keeping the development components of the project
Post Construction stage and a Statement of Owners Requirements.
Provide advice and recommendations on These documents will serve as the basis of
all aspects of commissioning design for the Project, and eventually for the
Manage record drawings and specifications preparation of working drawings to carry out
Assist in the interim and final inspections the works.
Expedite the completion of deficiencies Drawings and specifications will be reviewed
Confirm accuracy of warranties and as to completeness and conformity to the
transfer to the Client prior to final approved preliminary drawings, prevailing
certificate codes, regulations and other statutory
Continue with the implementation and requirements.
management of the Commissioning Plan
Manage all maintenance manuals, All reviews will take into consideration our
operating instructions and turn over to the strategy to favour local economic benefit,
Client defining packages in such a way as to allow

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for as much participation as possible by local Continuously monitor project progress.
contractors, suppliers and labour, and to Implement acceleration alternatives when
maximize the transfer of state of the art project delays appear that do not impact
construction technology. on overall project budget.
Under the direction of GENIVARs Regularly review the progress of the work
professional team, we will assist the Client in on site and in fabrication shops relative to
the project schedule
the determination of a short-list of appropriate
designers, contractors, and speciality Identify actual or potential variances
consultants. between the work on site and the project
schedule and take action to eliminate the
risk of delay to the schedule
1.1.3 Scheduling and Time Control Processes Obtain and analyse monthly updates from
Work Contractors, adjust the master
The schedule is a critical management tool schedule and discuss with any corrective
used for programming the execution of the action to be taken when required.
project and to communicate expectations to Prepare for the monthly project report a
the entire project team. GENIVAR will take a written narrative based on the authorized
proactive approach to ensure that the project schedule and the progress of the work to
schedule is up to date and that corrective date. The report will include mitigation
action is taken when needed to ensure the strategies taken to address any schedule
Clients required delivery dates are respected. delays that may arise.
GENIVAR will implement the following
activities regarding the schedule and time
control process:
Confirm, as soon as possible, time
allocated for applications to public utilities,
permitting and other authorities having
jurisdiction.
Make allocations for each package to be
given out separately in order to start the
project immediately (demolition and site
preparation activities).
Incorporate all future tenant related fit up
work in the master schedule. 1.1.4 Risk Management
Incorporate all infrastructure works (public
utilities, access road, etc.) related to the GENIVAR firmly believes that one of its
project. principal responsibilities to clients is to
Review execution schedule submitted by manage the risks associated with the design
Contractors for conformity with the master and construction process. To this end,
schedule and contract documents. GENIVAR develops and implement a
Notify the Client of any deviations from the customized risk management programme for
authorized master schedule and make each Project.
recommendations for services and As risks can appear at any stage of a project,
approvals. and evolve as a project moves forward, the
Expand the master schedule to include risk management programme must be in
detailed activities of design, construction place from the award of mandate through to
and post-construction phases, the completion of deficiencies. The purpose
incorporating the Works Contractors of the programme is to manage risks until
approved schedules. they no longer exist, and in cases where a

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particular risk cannot be eliminated, to the potential risks so that risk management
minimize the potential negative impact it effort can be focused on the most
poses to the project. threatening.
Taking into consideration the breadth, the
Mitigation and Containment of Risks
complexity and the length of a project, a
Risk mitigation strategies are put in place
formal and disciplined process is essential to
to reduce the probability of an
achieve, with success, control of a project as
occurrence, and containment strategies
well as to ensure that a project is managed
are put in place to minimize the impact of
pro-actively rather than reactively. A formal,
an occurrence.
ongoing and repetitive process, the risk
management programme established by
Follow-up of Risks
GENIVAR consists of 4 main steps:
Involves periodic review of a given risk to
Identification of Risks evaluate the effectiveness of the reduction
Potential issues or occurrences that can and containment strategies. If the risk
have a negative impact on a projects cost, management measures appear to be
schedule, quality, safety, environment, deteriorating in their effectiveness, the
communication, insurance and bonding action strategies are reviewed, modified
are identified. Occurring at the very outset and corrected.
of a project, the identification of risks
continues throughout the duration of a
project.

Evaluation of Risks
Potential risks identified are evaluated in Example of Responsibility Matrix for Risk
terms of their size and scale and probability Management Committee
of impact. This step includes the ranking of

Insurance &
Environment

Interaction
Schedule

Title

Bonding
Security
Quality
Cost

Senior Project Manager


Project Manager
Estimator
Schedule Control
Environmental Specialist
Design Review Team
Health & Safety

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assessment and site-specific safety plan is
developed that incorporates legislative
1.1.5 Cost Planning, Monitoring and Control
requirements, site access, training, traffic
Methodology
coordination, and the Clients Health &
To ensure cost certainty, GENIVAR Safety policies.
implements an estimate centric approach
The Management Plan shall address:
requiring that the projects design,
procurement, construction, and maintenance Methods of communication and chain of
activities are performed in strict accordance command.
with the estimate and its approved changes. Structure and functions of the health and
This work practice enforces discipline and safety committees.
accountability for the cost and delivery of Establish and implement a safety
both services and materials throughout the orientation and training procedure for
project by: each Works Contractor.
Establish and implement a safety
Establishing a detailed estimate early in the
orientation plan for visitors to the site.
project
Establish and maintain a health and safety
Continuously monitoring each project work
web site.
activity and decision against the function,
Ongoing monitoring to ensure compliance
scope, cost, and schedule in the estimate
with site safety strategy.
Reviewing the current project scope, cost,
Review and assessment of safety
and schedule against the estimate on a
information submitted by the Works
continuous basis and at milestones during
Contractors.
the project
Evaluate and submit health and safety
Providing a proactive change management
reports to Client.
process for accommodating approved
Recommendation for improvement of
exceptions to the estimate. Our experience
health and safety procedures where
in Construction Management, Build-Own-
required.
Operate-Transfer, Design-Build-Operate-
Provide and maintain a health and safety
Maintain and Design-Build projects makes
information board.
this proactive approach possible.
Establish milestone payment procedures
with contractors. Elements of work are In order to ensure full compliance, GENIVAR
only paid when 100% complete. tours the site daily and makes
recommendations where required. We hold
weekly official inspections of the site with the
1.1.6 Site Health and Safety
Works Contractors and:
GENIVAR can oversee Works Contractors, as
Identify conditions that require corrective
well as other parties, to ensure compliance
action and follow up.
with all governing legislation and codes.
Follow up on previous deficiencies.
GENIVAR will at all times exercise its
Keep a record of all problem area and
authority to cease work if it deems there is a
recommendations.
contravention or a threat to any part of the
Post a copy of the weekly inspection.
health and safety regulations.
Provide a copy of the report to the Client.
Prior to the beginning of a project we will Provide a copy to the Works Contractor.
ensure that all required safety systems are in
place. This includes systems to prevent
occupational injuries and illness during site Should a Design-Build alternative be
activities. An overall site-specific hazard selected, the responsibility for
implementation and management of the

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Health and Safety plan transfers to the Design- process of verifications, start-up procedures
Build Contractor. We would review and and functional tests during the construction
approve the Design-Build Contractors Health phase.
and Safety Plan, and GENIVAR will monitor
GENIVAR's commissioning practices begin
health and safety operation on site. GENIVAR
by confirming that all commissioning related
will continue to exercise its authority to cease
activities are properly identified and
work if it is determined that there is a
scheduled. Our commissioning process is
contravention or a threat to any workers or the
based on the following:
public.

General
Commissioning includes all of the activities
required in order to assure that:
The equipment, systems and networks
operate with maximum efficiency under
all load conditions.
The equipment, systems and networks
conform, for each locale, to the
occupation parameters established in the
contractual documents.
Personnel receive the training and
information required to adequately
operate the systems and equipment.
1.1.7 Application of appropriate technology The commissioning process includes all
Project Management Tools equipment, systems and networks and
mechanical, electrical, functional and
GENIVAR uses Expedition, a commercial
operational components as well as all
project management software tool that
movable equipment identified in the
facilitates change management, follow-up of
programme of needs.
action items from project meetings and other
deliverables, and document management.
GENIVAR will assure the full cooperation
and involvement of professionals, work
1.1.8 Commissionning methodology and contractors and suppliers throughout the
post-construction services commissioning process.
The commissioning process continues through
all phases of the project. During the pre-
Commissioning Stages
construction phase, GENIVAR will provide
advice and recommendations to the project The commissioning process must be realized
team on issues that could impact the final for each sector to be accorded provisional
operations of the Project. acceptance and must include the following
five stages:
GENIVAR looks at commissioning as the most
critical end user interface. A good Stage 1: Verify installation of equipment,
commissioning process will facilitate transfer systems and primary networks
of the building to it's operating group Stage 2: Start up of equipment, systems,
efficiently and will reduce the building and primary and secondary networks
operating cost, through a comprehensive Stage 3: Verification of performances and
functioning
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Stage 4: Training and documentation Operating and Maintenance Manuals
Stage 5: Post occupancy adjusting, tuning
GENIVAR will ensure that contractors
and monitoring performance
prepare and submit operating and
maintenance manuals that shall include:
Training and Documentation An index to allow quick and easy retrieval
GENIVAR will facilitate the training of of the information required including a
operating personnel to assure full knowledge table of contents, a list of systems, a list of
of building and systems and full operational equipment in each system, etc.
autonomy of systems and equipment and A document for emergency situations must
prepare and present documentation and include all the information required in
reports on commissioning. case of major failure or emergency
situation. This document must be easy to
understand by technical and non-
Final Report on Commissioning technical personnel.
Upon completion of the provisional
acceptance of the project, GENIVAR will As-built Documents
present to the Client a final report on
GENIVAR ensures that as-built drawings in
commissioning. The final reports will include
both hard and electronic versions are
the following elements:
provided by the contractors and coordinated
by the Consultants team prior to being
verified by GENIVARs Design Review team
Summary of the approach to
for submission to the Client.
commissioning
Summary of the systems, subsystems,
components and equipment verified and
1.1.9 Summary
tested and the results obtained, identifying
the conditions and means of maintenance As the Project Manager GENIVAR
to ensure optimal conditions for efficiency endeavours a strong team spirit that will
and performance ensure that the best interests of the Client are
A summary of the areas verified and the at the forefront of every decision. Although
results obtained, identifying the conditions our approach to each challenge is unique,
and means to be maintained to ensure the approach is designed to always achieve
optimal conditions for efficiency and the clients objectives. All of GENIVARs
performance strategies have one single common
Notes and comments with regard to denominator: Client Satisfaction.
available excess capacity
Identification of tests and verifications to be
performed after delivery of the building to
maintain optimal conditions for efficiency
and performance.
Identification of possible improvements to
efficiency and performance

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1.2 Company Information

Name of Company : GENIVAR Limited Partnership

5858, chemin de la Cte-des-Neiges, 4e tage


Registered Address of Main Office :
Montral (Qubec)

Postal code: H3S 1Z1

Telephone : (514) 340-0046

Fax : (514) 340-2847

Internet : www.genivar.com

Type of Organisation : Limited Partnership

Years since Establishment : 48 years

1.3 Financial Information

1.3.1 Revenue

YEAR 2002 2003 2004 2005 2006

REVENUE 123,5 M$ 119,7 M$ 121,4 M$ 111,5 M$ 176,1M$

The revenues presented here above represent GENIVARs Fees.


We are currently managing a portfolio of projects totalling more than US$1 billion.

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2. PROJECTS EXPERIENCE
GENIVAR has an extensive project
management expertise in a wide range of
fields:
Building
Urban Infrastructure
Transportation
Industrial
Environment
Power

The following details some of the relevant


projects undertaken by GENIVAR in the past
5 years in Canada and Internationally.

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