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USER GUIDE - Government of Ontario

1. 357 610 000 350 442 000 701 604 000 347 522 000 354 082 000 0 572 847 000 1 547 307 000 Page 33 Current Liabilities 19 Due to Banks Enter the total dollar value of any funds due to banks 20 Trade Accounts Payable Enter the total dollar value of any trade accounts payable 21 Taxes Payable Enter the total dollar value any taxes payable 22 Accrued Salaries and Wages Enter the total dollar value of any accrued salaries and wages 23 Due to Sub contractors including Holdbacks Enter the total dollar value of any amounts due to sub contractors including holdbacks 24 Dividends Payable Enter the total dollar value of any dividends payable 25 Other Current Liabilities Enter the total dollar value of any other current liabilities Total Current Liabilities This field automatically computes to the sum of items 19 26 Current Liabilities March 2011 March 2010 19 Due to Banks 0 0 20 Trade Accounts Payable 134 407 600 100 860 901 Zi Taxes Payable o H0 22 Accrued Salaries and Wages 0 0 23 Due to Sub contractors including Holdbacks 19 584 400 24 011 099 24 Dividends Payable 0 0 25 Other Current Liabilities 91 040 000 95 073 000 36 OTETA Eio E veneer items 27 28 29 11 422 000 8 112 000 E P E 256 454 000 228 057 000 Long Term Liabilities amp Share Holders Equity Total Deferred Liabilities This field automatically computes
2. Amount Receivable Other than Holdbacks Amounts entered should equal those amounts shown on the financial statement Holdbacks Amounts entered should equal those amounts shown on the financial statement Work in Progress Inventory Amounts entered should equal those amounts shown on the financial statement Award Value 10 000 Progress Billings 450 000 Amount Receivable Other than Holdbacks 20 000 item 2 Holdbacks Item 3 10 000 Work in Progress Inventory unbilled 5 000 Item 4 When you are finished adding or updating the document click Save amp New to save the contract and add a new Contract Receivables and Work in Progress document right away OR click Save to save the contract and return to the Contract Receivables and Work in Process Section Opening and clicking the Remove action can delete contract Receivables and Work in Process documents Save Save amp New Remove Close Details of Other Accounts Receivable Item 5 Section This section contains a view of documents detailing accounts receivable not covered by items 2 3 and 4 of the balance sheet Other Accounts Receivable documents can be created updated and deleted from this section The total of all documents in this section is calculated at the bottom of the view If applicable an allowance for doubtful accounts can be entered beneath the view total At the bottom of the page the final total is calculated this is th
3. 555 555 5555 C International phone fax numbers Preferred Contact Method F HTML Email g v Email Address D eo RAQS MERX Qualified Contractor User Guide Page 93 STEP FOUR Select the Create button to submit the user profile Create User Profile Create User Profile Role s C Administrator EJ Tender CJ Bidder Financial Corporate Title 14 3 Updating a User Profile STEP ONE Select the User Profiles Menu Item H Contracts gt User Profiles List Company User Profiles Wiser Profiles Order Confirmations QeExpand to view filters Create User Profile Statements Contact Name pin User ID Roles Status Credit card James Reimer jreimer Administrator Bidder Financial Tender Active t Qualification 20 1 Items Page 1 of 1 t Bidding t Rating E RAQS Legacy System STEP TWO Select the Contact Name of the user you wish to modify User Profiles List Create User Profile expand to view filters Contact Name User ID Role s Status janderson Administrator Bidder Financial Tender Active 20 1 Items Page 1 of 1 RAQS MERX Qualified Contractor User Guide Page 94 STEP THREE Select the Update button View User Profile Update Reset Password Deactivate Back to List iew User Profile User Account Status Act ye User ID juser Roles Financial Corporate Tithe Title Mr First Name Joey Initial Last Name User Phone 555 555 5555
4. MERX Ontario QUALIFIED CONTRACTOR USER GUIDE RAQS MERX Qualified Contractor User Guide J Version 1 0 Table of Contents dD CERNE C2 ge 0 eee ce eee ene ene eee eee ae one ee eee ene ee ee ee ee ee 4 1 1 SSCS CSW crease see ones sags ase nosunac E N E E A E te asenneeeniesacts eins onmnctanenst 4 1 2 REQUIFEMENTS TOF USING RAQS sidccsbanteviiensaceccderdcnsvevacsaunmedevsedcae toate N E EESE 8 2 Registration A DDICATION scievecwsssanaiieandnancedsancseasaubaeesiedinesedannsibesndvadeandearcnddannsbedantoatadassasndteadibeesdeardeasaeanseees 9 2 1 User ID amp PassWord erneer E EE EE 12 2 2 CG iS ea AN and SECU asrasa a 13 2 3 Helo Desk Contact Informatio eresas A N O 13 2 DONEO RA a E E EAE EE O A 14 3 1 EOE SINE Menenga a E T E puaennnessiorsnaasadontieannieteaneatenetseueaet 14 3 2 Navigating RAQS ss ssessnssssessessssrssssessrserssesessessosrsresessrsrssesressrsseseoreseosesseseosesresessesressoseereseeseeeee 16 4 Company Registration sssssessssessesessrssssesrrsrssersessesresessrsessessrsessrsresresesresresesresresesresessesseeresesseesesreeee 18 4 1 Company Registration OVerviEW csccesccsccesccsccceccsecesccssccsecesccsecesccaecesseaecesceeseeaseeseeeeeseeeseeseees 18 4 2 Creating your Contractor Registration Form CRF sessssssesssssesesseresesreressrerssrereserrrresreressrereseerese 18 4 3 Updating your Contractor Registration FOr ccccscccccsseccceseceescecasceceeceeeeceeenecese
5. Region Ea Tender Opening Date Ea g MTO Capital Capital Contract Central 11 Jan 2012 at 10 00 00 AM 2010 2008 UAT MTO Capital Extension of Time Central 11 Jan 2012 at 01 30 00 PM g 2010 2008 UAT MTO Capital Capital Contract Central 11 Jan 2012 at 01 30 00 PM ad 2011 5002 UAT MTO Capital Addendum West 11 Jan 2012 at 12 00 00 PM g 2011 3002 UAT MTO Capital Capital Contract West 11 Jan 2012 at 12 00 00 PM 20 A 5 Items Page 1 of 1 RAQS MERX Qualified Contractor User Guide Page 81 STEP THREE Select the Create Bid Enquiry button in the Contract Tender Form A Bid Enquiry may only be submitted prior to Tender Opening Date 13792 Tenders Under Call Create Bid Enguiry Order Create TRF Back to List Contract Details Contract Number 13792 Region Eastern Tender Owner MTO Capital Location Ottawa Highway 55 Length 21 OMS Declaration Mo Option 4 or B bidding Yes Contract Description Contract STEP FOUR Complete the Bid Enquiry Select the Enquiry Type enter a Subject enter your enquiry and upload an attachment if required Contracts Create Bid Enquiry Contract Bulletin Contracts By Region Save Cancel 5 Year Contract History Contract Details Search Contracts Contract Number 13792 gt Company User Profiles Region Eastern Tender Owner MTOCapital gt Qualification Location Ottawa Highway 35 t Bidding Length 21 gt Rating QMS Declaration No Option or B bidding Yes b RAQS Legacy System Contract Desc
6. Contact Name Expertise Resume a Oustanding Acheivement in the Field of Excellence Brad McDonald Sales If you selected Create amp Add New User enter the Name required and Expertise for each key person A resume can also be attached for each key person click Upload and Choose File to select a file from your personal computer When you are finished adding or updating a key person click Save amp New to save the person and add a new person right away OR click Save to save the person and return to the Key Personnel Section Key persons can be deleted by opening their document and clicking the Delete button Key Personnel x Corporate Title CEO First Name Tony Last Name Stark Expertise OQustanding Acheivement in the Field of Excellencel a Resume Upload Save Save amp New Close Note Modifications done on this form will be reflected on the User Profile If you selected Add from User List select the user from the User Selection field this will populate the First and Last Name Enter the Expertise for each key person A resume can also be attached for each key person click Upload and Choose File to select a file from your personal computer When you are finished adding or updating a key person click Save amp New to save the person and add a new person right away OR click Save to save the person and return to the Key Personnel Section Key persons can be dele
7. NA ts es Page 113 STEP TWO Select the Contract Number of the Itemized Bid document you wish to submit Summary amp Itemized Bids Sexpand to view filters Contract Number 1106 ae ee 137919 137919 STEP THREE Select the Submit action Fi ni Tender Opening 13 Dec 2011 at 12 20 00 PM 01 Dec 2011 at 03 20 00 PM 01 Dec 2011 at 03 40 00 PM 01 Dec 2011 at 03 40 00 PM 20 Status Submitted Submitted Submitted Submitted Type summary Summary summary Itemized 4 Items Page 1 of 1 View Itemized Bid Draft Bid Information Summary Bid Total Tender Itemized Bid Total Tender Bidding Option 16 4 Deleting an Itemized Bid MA 65 412 300 00 65 412 300 00 Total Fie Adjusted a Price nr Tender Total Tender Proposal 5 646 460 00 N A N A 50 000 00 362 200 00 N A 987 987 00 1 315 875 00 HA 987 997 00 M A HA Update Delete Close Contract Number 551245 Tender Opening Date 16 Jan 2012 Tender Opening Time 06 00 4M Tender Owner MTOC apital STEP ONE Select the Summary amp Itemized Bid menu item RAQS MERX Qualified Contractor User Guide Page 114 Contracts Summary amp Itemized Bids t Company User Profiles t Qualification Bidding SeExpand to view filters summary amp ltemized Bids Contract tender Openi A Total 5 Adjusted 5 Price Summary amp lternized Bias Number PETR ERN Dgan
8. You can attach multiple files at once select all that apply and click Open this will upload all the files at once Select file to upload by mto ga mediagrif com My Recent Documents My Computer File name 306577 B06 42 04 01 pa v Ky Network Files of type All Files Cancel Once your file s have been uploaded select the Close action Attachment Upload Please select the file you want to upload You can select one or more files Click Close when you are finished Choose a file 306577 B06 42 04 01 155 94KB 100 x Close RAQS MERX Qualified Contractor User Guide Page 106 Users should review the contractual details section before submitting their bid Summary Bid Contractual Details The Proponent has carefully examined the RFP documents The Proponent has carefully examined the site and location of the work to be done under this Contract and understands and accepts the RFP documents The Proponent hereby offers to furnish all design construction materials equipment and related services to complete the work in strict accordance with the RFP documents for the Guaranteed Maximum Price set forth in this Summary Bid The Proponent expressly warrants that the prices contained in this GMP are quoted in utmost good faith without collusive arrangement or agreement with any other person or partnership or corporation The Proponent expressly represents that the Proponent is not par
9. all with an improved look and feel Contractors will perform the same tendering activities but through an enhanced web interface e Anew look and feel that is consistent throughout the website e A menu structure that will be consistent throughout the site e New login credentials which are individual to each user This allows multiple users from a company to access the system with similar roles This security measure allows the system to keep an audit trail of each user s activities e Animproved Contractor Registration Form for easier navigation e An audit trail of users activities when changes are made Below is a brief description of the RAQS MERX functionality Vendor Registration Contractors can fill out registration forms and submit them to the MTO Once the MTO approves the registration the contracting firm will be place on the qualified contractor list and they can pre qualify for various MTO contracts Contract Creation and Advertising MTO staff can create project documents that will be advertised to Contractors throughout Ontario Document Distribution Registered users of the RAQS application can purchase MTO Capital contract documents online and have the option of downloading the purchased documents or receiving them by courier Contractor Tender Pre Qualification Once on the Vendor List a contractor can pre qualify for the ability to submit a bid on a MTO project Contractor Rating Management Based on experi
10. users must first pre qualify to bid on the contract by creating a Tender Registration Form TRF and have it approved by the MTO Users cannot create an itemized bid until they ve pre qualified and have submitted a summary bid and tender opening is less than 24 hours away An itemized bid cannot be submitted until after the summary bids for the contract have been opened by the MTO Only a specified number of bidders currently the 3 lowest will be permitted to submit an itemized bid Invited contractors should submit their completed Itemized in the 24 48 hours after Tender Opening has occurred Note An itemized bid submission is not required for Design and Build contracts 16 2 Creating an Itemized Bid STEP ONE Select the Summary amp Itemized Bid menu item k Summary amp Itemized Bids t Company User Profiles t Qualification Bidding PjExpand to view filters Contrat Tender Opening E Total a Adjusted a Price B Number eein Bure Ae Tender Total Tender Proposal Bid Confirmations me 17 Dec 2011 at 13794 Submitted Summary No Bid N A N A t Rating 03 27 00 PM 18 Dec 2011 at E RAOS Lega water 2011 4040 Submitted Summar No Bid N A N A SESS SEES z a EE 12 00 00 AM g 20 2 Items Page 1 of 1 RAQS MERX Qualified Contractor User Guide Page 110 STEP TWO Select the Summary Bid form for which you want to create an itemized bid Summary amp Itemized Bids expand to view filters ee Tender Openin
11. 00 PM RAQS MERX Qualified Contractor User Guide Page 56 STEP TWO View the Qualification Rating The top of the form contains some simple information about your company and your CRF document Rating Analysis ARF Close MERX Construction Ltd Jurisdiction Ontario Company ID 50 17600 00 Rating Date 02 Dec 2011 Year Ending 31 Mar 2011 Statement Type Audited CRF Expiry Date 30 Jun 2012 Financial Rating is in effect The Rating Summary section is an expandable collapsible section by clicking on the blue triangle twisty This section contains information about how the MTO Qualifications Committee has adjusted the financial information provided on your CRF document e The Current Year column of each table lists the dollar value provided on your CRF for the field listed at the start of each row e The Adjustments column of each table lists the adjustments that the MTO Qualifications Committee has made to the field listed at the start of each row e The Adjusted column of each table lists the final basic dollar value for the field listed at the start of each row that the MTO will use when calculating your overall rating within RAQS Rating Summary Current Year Current Year Adjustments Adjusted Current Assets 317 692 000 0 317 692 000 Current Liabilities 256 454 000 0 256 454 000 Net Current Assets 61 238 000 0 61 238 000 Current Year Adjustments Adjusted Fixed Assets 350 641 000 0 350 641 000 Equipment Value
12. 09 20 00 4M TRF Submission Opening 14 Dec 2011 TRF Submission Closing 17 Dec 7011 at 09 19 00 AM Contract Addenda Number of 4ddenda oO Last addenda Issued rae RAQS MERX Qualified Contractor User Guide Page 104 The Company Details section will provide company information while the Contact Details will detail the current logged in user information Company Details Corporate Title Company Name Kessell Corporation Company Number 50 25019 00 Address 38 Antares Drive City Ottawa Country Canada Province State Ontario Postal Code K1T iTi Contact Details Title Mr First Name Nick Last Name Kwiatkowski Phone 444 444 4444 Fax 444 444 4444 Email nkwiatko merx com In the Summary Bid amount section enter your Lump Sum Price If the user enters a checkmark in the No Bid checkbox the user will be prompted to confirm that they wish to submit a No Bid Summary Bid Summary Bid Amount 4 Lump Sum Price 0 No Bid In the Proposal section of the Design and Build Form the user will be able to upload their proposal document Select the Upload action to attach your document Proposal Upload Select the Choose a file action Select Close when your file has been uploaded RAQS MERX Qualified Contractor User Guide Page 105 Attachment Upload Please select the file you want to upload You can select one or more files Click Close when you are finished Choose a file Close
13. 09 20 00 AM Tender Registration Forms TRF Q 13791 MTO Capital Capital Contract Northeastern 14 Dec 2011 at 09 20 00 AM H Bidding g 13792 MTO Capital Capital Contract Eastern 15 Dec 2011 at 09 20 00 AM t Rating Q 2011 4040 MTO Capital Capital Contract Eastern 18 Dec 2011 at 12 00 00 AM E RAQS Legacy system 7 2011 4043 MTO Capital Capital Contract Eastern 15 Dec 2011 at 12 00 00 AM STEP TWO Open the CRF document Select the document in the Status column highlighted in blue to open the document Contractor Registration Forms Status a Registration Type ee Submitted On nn Prepared By First Time Application Not yet submitted janderson RAQS MERX Qualified Contractor User Guide Page 49 STEP THREE Edit the document as desired For a complete explanation of the different sections and fields on the CRF refer to the previous section Creating Your Contractor Registration Form The document must be in Draft status to be editable STEP FOUR Save the Contractor Registration Form To save your CRF click on the Save as Draft button at any time while completing your Contractor Registration Form CRF Business amp Personnel Print Required Info Delete Submit Cancel Results The document is saved with a status of Draft and the CRF view is opened As long as the status remains Draft the document will remain editable Once the CRF is submitted for approval it is no longer editable Contractor Registration Forms Status R
14. 13792 Tenders Under Call Create Bid Enquiry Create TRF Back to List Contract Details Contract Number 1379 Region Eastern Tender Owner Location Ottawa Highway Length zi QMS Declaration Mo Option 4 or B bidding MTOC apital 55 Yes STEP TWO Select the Continue button to continue to the next step Multiple documents may be downloaded at a time Order Information Contract Contract Number 13792 Days Left Until Tender Open E Order Information Item Cty Contract Plans Normal Electronicl Test pdti 1 Receive notification of Addenda Continue Cancel Delivery Method Download w When an addendum is issued you will receive a notification based on your Preferred Contact Method selected in the User Profile RAQS MERX Qualified Contractor User Guide Page 88 STEP THREE Review the order and select Process Order once you are satisfied with the order Order Summary for 13792 All orders are final No refunds or cancellations permitted Change Order Process Order Cancel Delivery Information Orders delivered by mail courier or email use this information Choose Change Order to update edit the Contact Name Nick Kwiatkowski document order Address 38 Antares Drive information City Ottawa Country Canada Province State Ontario Postal Code K1T iTi Email Address nkwiatko merx com HTML Email Yes Change Shipping Address Notifications of addenda will be sent to you
15. 332 5 119 000 Yes Fi0 000 la vial Total 3 807 332 65 119 000 Unsecured Liabilities to Employees Directors and Shareholders Form Payable To Enter the name of the party that this liability is payable to Details Enter a brief description of this liability Portion Due within 12 Months Enter the portion of the total that is due within the next 12 months Unsecured Liabilities to Employees Directors and Shareholders This is the total dollar value of this liability Deferred Indicate whether or not any portion of this liability has been deferred If some or all of the liability is deferred a letter of deferral for 15 months from your fiscal year end signed by the relevant Lender must accompany the Financial Statement Portion Not Deferred Indicate the portion of the total value that has not been deferred Portion Deferred Indicate the portion of the total value that has been deferred Enter a description of how this item is recorded in your company s financial statements Unsecured Liabilities to Cmpleyces Directors ond Shareholders Items 26 20 Payable To Lae Hovaraah Details Loan Porton Dus Within 13 Menthe E fram 26 5 007 332 Unsecured Liabdities to Employees 5 119 000 Paractore and Sharehriledare Tam 7A Geterrea ves N Parton Mot Deferred 20 00 Portion Deferred 115 000 Puw aii Lie tri la dea biia Haes Psy Abie 25 and 29 recorded on the books of tha comaa i Accounts Pa
16. 81 Tio VECNE a RAEN y serna E E 84 12 Yearly SUIS CIID COD ics acaaccenes cata ctmecataousanseeeccecsds nccegetneycutesauence eens cubes aesante AEE saseusnecenesaneeaceant 87 12 1 Yearly Subscription OVErVIEW ccceeecccesecccesecccenseceeesceeeuececeececeeesseaeceseueceeeneceseneesseneessuecensness 87 13 Ordering Contract DOCUMENTS nae aesirt tence cree Hoarcdin ern vaaetnoastinc gr riiin a AE A EEE ENA EENAA RAEE 87 13 1 Ordering Contract DOCUMENTS ssisissississrrssisrirrarisninnnin a EAEan ia aaa Ea aa 88 132 Order Confirmation OVerviEW resero re oreet iinr n N E 90 13 3 Order Confirmation VieW s ssssssssssssssssserersesssssrrrrresssssessteresssssererreessssstrrrreressssserereeessssererreessst 90 14 WISE PrONICS aira N E E E E E E E E 92 Ae Uer Trone OVE V EN a a EE E E E TE E A A A S 92 tA CARIN ASST PFO MU e 92 143 Vpdine ar 8 fol ot ea 00 e are ena a eee eS 94 144 Deactivatine a User Profile sses N AEE ENNE EAO 96 14 5 Viewing your User Profile s eessssssnsossensssseesesrrrsssreseserresrrersssrrresereroserressrereserreserrereseereseeersseerese 98 15 Electronic Bidde SUMMING ICS sesiniasiarrieeristis ein inne inn a ii EE AEE EE N a 99 15 1 Summary Bid OVC OW sinuniinrsdiier aen a A a a a 99 15 2 Creating Submitting a Summary Bid ccceeeeeseeeeceeeccecccccceeeeeeeeeeuaueeeeessseeeeececeesceeuseueeeeeeaaagens 99 15 3 Submitting a Design and Build DB fOrm ssssssssssssssenssseesssrrrssrreresrrre
17. Adjustment lt Deferred A Prime Portion lt lt Outstanding lt Correspondence 2010 1144 4 580 000 0 0 0 4 580 000 2011 1414 240 000 0 0 0 240 000 Tender Registration Forms TRF 20 2 Work On Hand Page 1 of 1 t Bidding t Rating t RAQS Legacy System STEP TWO Select an existing Contract Number that is highlighted Work On Hand Create Work on Hand Contract Number a Award Value lt lt Adjustment a Deferred Prime Portion Outstanding lt 4 580 000 0 0 0 4 580 000 2011 1414 240 000 0 0 0 240 000 20 2 Work On Hand Page 1 of 1 RAQS MERX Qualified Contractor User Guide Page 71 STEP THREE View the Work on Hand document Contractor Work on Hand Table Update Delete Back to List Contractor Work on Hand Table Company Number 50 241580 00 Date 11 Jan 2012 Contract Description Bridge Work Tender Owner MTOCapital Contract Number 2010 1144 Award Value 4 580 000 Adjustment to Award 0 Deferred Award Value 0 Total Value 4 580 000 Award Adjustment Deferred Payment Certificate Prime Portion to date 0 Gross Payment 0 Total Outstanding Work on Hand Current Year 4 580 000 Award Adjustment Deferred Prime Payment Modification History Entered by pmason on 11 Jan 2012 at 01 18 19 PM Last modified by pmason on 11 Jan 2012 at 01 18 19 PM RAQS MERX Qualified Contractor User Guide Page 72 8 Contact Performance Rating CPR 8
18. BE 13792 002 Contract Bulletin Contracts By Region Back To CTF 5 Year Contract History Contract Details Search Contracts Contract Number 13792 t Company User Profiles Region Eastern Tender Owner MTOC apital t Qualification Location Ottawa Highway a Bidding Length 21 t Rating QMS Declaration No Option Sor B bidding Yes E RAQS Legacy System Contract Description Contract Contract Dates Tender Advertise 12 Dec 2011 Tender Opening 15 Dec 2011 at 09 20 00 4M TRF Submission Opening 12 Dec 2011 TRF Submission Closing 15 Dec 2011 at 09 19 00 AM Enquiry Details The response by MTO Is now in the Bid Enquiry Enquiry Date 14 Dec 2011 at 03 16 03 PM Including the date and Type General Conditions time of the response Subject i Enquiry Who s responsibility will it be to enforce safety regulations and guidelines Response Details Response Status Completed Response Date 14 Dec 2011 at 03 21 51 PM Response The responsibility for safety regulations will fall on the contractor for this contract Modification History Entered by nkwiatkhowski on 14 Dec 2011 at 03 16 03 PM Last modified by mto an 14 Dec 2011 at 03 21 51 PM RAQS MERX Qualified Contractor User Guide Page 86 12 Yearly Subscription 12 1 Yearly Subscription Overview As a Qualified Contractor a yearly subscription is required to enable you to download contract documents relating to all MTO Capital contracts Thirty 30 days prior to the expiry
19. Contract Bulletin Contracts By Region expand to view filters 5 Year Contract History Contract No gt Contract Type Document Type lt Region ss Tender Opening Date H amp i000 MTOCapital Capital Contract Northeastern 14 Dec 2011 at 12 00 00 AM t Company User Profiles G 1001 MTOCapital Capital Contract Northeastern 14 Dec 2011 at 12 00 00 AM Expand to view filters Clicking the EJ will expand the search filter section FJ collapse to close the filters section Keywords Group x Regions Northwestern Northeastern Eastern West Central Apply Clear e User may search by Keyword Group and Regions e User is able to do partial keyword searches by using partial words or numbers in the keywords box i e user enters 2010 1 this will pull up all advertised CTFs that begin with 2010 1 e Click the P Y button will perform the search e Group Search includes the following Tenders Under Call Open Bids Awarded in Last 30 Days 5 Year Contract Histor RAQS MERX Qualified Contractor User Guide Page 7 1 2 Requirements for Using RAQS The new RAQS MERxX ts a web based application A user must select one of the recommended browsers below to access www rags merx com Software Requirements The software requirements are e 128 bit encryption e JavaScript enabled e Cookies enabled e Email account The recommended browsers are e Microsoft Internet Explorer Version 8 or higher e Fir
20. Contracts Bulletin Company User Profiles NOTE To view Regional Contracts access the RAQS Legacy System Qualification Contractor Registration Forms CRF Information Posted in last 7 Calendar Days Correspondence mE Contract No E Contract Type Document Type Region Aa Tender Opening Date Work on Hand WOH V 1101 MTO Capital Capital Contract Northeastern 09 Dec 2011 at 11 30 00 AM Tender Registration Forms TRF g 1102 MTO Capital Capital Contract Eastern 14 Dec 2011 at 12 00 00 PM Bidding 7 iio MTO Capital Capital Contract Northwestern 14 Dec 2011 at 11 50 00 AM Rating Q 1104 MTO Capital Capital Contract Central 19 Dec 2011 at 12 47 00 PM E RAQS Legacy System 1105 MTO Capital Extension of Time West 09 Dec 2011 at 01 00 00 PM STEP TWO On the Contractor Registration Forms page select the Create CRF button MY PROFILE LOGOUT From this page select the Create CRF button to complete your Contractor Registration Form Contractor Registration Forms Create CRF Status ms Registration Type fin Submitted On a Prepared By No Contractor Registration Forms Number of Forms 0 RAQS MERX Qualified Contractor User Guide Page 19 STEP THREE Enter the Application Details Select the Application Type If this is your first application First Time Application will be the only available choice If you currently have an
21. STEP FOUR Make the necessary changes Update User Profile Save Cancel Update User Profile User ID janderson User Account Status Active Rolefs Administrator Bidder Financial Tender Corporate Title Title wr First Name Joey Initial Last Name User STEP FIVE Select the Save action to save the changes or select Cancel the action Save Cancel RAQS MERX Qualified Contractor User Guide Page 95 14 4 Deactivating a User Profile STEP ONE Select the User Profiles Menu Item H Contracts Se User Profiles List Company User Profiles Liser Profiles Order Confirmations Create User Profile expand to view filters Statements Contact Mame oe User ID Roles Status Credit card James Reimer jreimer Administrator Bidder Financial Tender Active t Qualification 20 i 1 Items Page 1 of 1 Bidding t Rating E RAQS Legacy System STEP TWO Select the User Profile of the user you wish to deactivate User Profiles List Create User Profile expand to view filters Contact Name ot User ID Role s Status janderson2 Bidder Active John Anderson janderson Administrator Bidder Financial Tender Active 20 2 Items Page 1 of 1 RAQS MERX Qualified Contractor User Guide Page 96 STEP THREE Select the Deactivate action Note A user profile cannot be deactivated if it is the only user profile in the User Profile list A new user profile will ne
22. Section Opening and clicking the Remove action can delete equipment documents Save Save amp New Remove Close Details of Other Assets Item 18 Section This section contains a view of documents detailing current assets not covered by items 10 17 of the balance sheet Other Assets documents can be created updated and deleted from this section The total of all documents in this section is calculated at the bottom of the view this is the amount that will show up as item 18 on the balance sheet To edit an existing document click on its description in the view To add a new document click Enter a New Row Details of Other Assets Item 18 Enter New Row lt gt Description of Other Assets Amount a Bonds 200 000 Total 200 000 RAQS MERX Qualified Contractor User Guide Page 41 Other Assets Form Enter a description of the asset along with its value Details of Other Assets Item 18 4 Description of Other Assets Bonds a Value Item 18 200 000 Save Save amp New Close When you are finished adding or updating the document click Save amp New to save the asset and add a new Other Assets document right away OR click Save to save the asset and return to the Details of Other Assets Section Opening and clicking the Remove action can delete other Assets documents Save Save amp New Remove Close Lien Notes Mortgages and Other Secured Liabilities Items 26 27 Se
23. Select the Contract Number if you wish to view the CTF Order Confirmations FJExpand to view filters Confirmation Number Order Date ae Contract Number ET WF 14 Dec 2011 at 02 23 02 PM 13792 20 i Items Page 1 of 1 STEP TWO View the Order Confirmation All order confirmations contain the following information The order confirmation number The date the order was created The dollar amount of the order The users address information The contract the order was created for not applicable for yearly subscriptions The status of the order If the order has been completed you will have access to the documents Select Print if you wish to print a copy of the Order Confirmation Select Done when you have completed viewing the Order Confirmation RAQS MERX Qualified Contractor User Guide Page 90 Order Confirmation print Done Delivery Information From MER To Hick Kwiatkowski a0 Antares 38 Antares Drive Nepean Ontario Ottawa Ontario Canada Canada K2E fue KIT iTi Phone 600 964 6379 Email nkwiatko merx com Fax 889 235 5800 HTML Email Yes Email RAQS merx com Order Confirmation Order Date 14 Dec 7011 at 07 23 07 PM Confirmation Number EEE The order has been processed Contract Number 13792 included is a confirmation User ID RTs eer nel es number of the order as well as a link ta the dacument s Receive Change Notifications by HTML Email Item Oty Delivery Method
24. When a TRF is initially created it is set to Submitted The MTO will review the TRF and set it to Approved or Not Approved With an approved TRF the company is then able to bid online on the contract see the Bidding section of this document A TRF can be one of four types e Simple Bid e Joint Bid by Unrelated Companies two separate companies want to bid on a contract e Combined Bid two separate companies want to bid on a contract using a special type of ID e Parent Subsidiary Bid a company and one of its subsidiaries wants to bid on a contract In order to bid as a joint or combined entity the MTO must create a bid document Please contact the RAQS Help Desk to request the creation of a bid document 6 2 Submitting your TRF STEP ONE Select the Tender Registration Form menu item t Contracts Tender Registration Forms TRF Company User Profiles en Create TRF Qualification a Contractor Registration Forms CRF EQ expand to view filters Correspondence Contract No E3 Company Name Tender Submission Owner Date She Work on Hand AWOH 04 Jan 2012 at i 2012 0104 Anderson Construction Ltd MTOCapittal Approved Tender Registration Forms TRF 03 13 12 PM aiddi 20 ie A ET t Rating t RAQS Legacy System Powered by MERX RAQS MERX Qualified Contractor User Guide Page 61 STEP TWO Select the Create TRF button This button will only be available if a contract is available
25. Yes the Company ID field is visible and editable Enter the nine digit Company ID of the associated company here Company ID o 50 10258 0 When you are finished adding or updating an associated company click Save amp New to save the company and add a new associated company right away OR click Save to save the company and return to the Associated Companies Section Associate Companies can be deleted by opening their document and clicking the Remove action Save Save amp New Close RAQS MERX Qualified Contractor User Guide Page 31 Balance Sheet Section The Balance Sheet contains your company s complete financial information for the current and previous fiscal year Fields highlighted in blue are automatically calculated using values from later sections of the current CRF document and are read only For these fields the description is also a link to skip to that section of the CRF Unless this CRF is a First Time Application the figures for previous fiscal year are taken from your last approved CRF The top of the balance sheet lists the current and previous statement date These are calculated using the Fiscal Year End Date or Interim Statement Date whichever is applicable Balance Sheet T 5 ty p s of September 20 2011 With Comparative Figures for September 20 2010 Current Assets 1 Cash on Hand in Banks Enter the total cash on hand for your company as at the statement date 6 Marketa
26. be found by clicking on the 5 Year Contract History menu link 10 2 Viewing a Contract Tender Form CTF STEP ONE Select the Contract Bulletin menu item to view all CTF documents MY PROFILE LOGOUT Contract Contract Bulletin Contracts By Region Contract Bulletin NOTE To view Regional Contracts access the RAQS Legacy System 5 Year Contract History Information Posted in last 7 Calendar Days Search Contracts Contract No lt Contract Type Document Type Region n Tender Opening Date t Company User Profiles amp 2010 2001 UAT MTO Capital Capital Contract Central 11 Jan 2012 at 10 00 00 AM t Qualification amp 2010 2008 UAT MTO Capital Extension of Time Central 11 Jan 2012 at 01 30 00 PM Bidding g 2010 2008 UAT MTO Capital Capital Contract Central 11 Jan 2012 at 01 30 00 PM Rating ed 2011 3002 UAT MTO Capital Addendum West 1i Jan 2012 at 12 00 00 PM RAQS Legacy System g 2011 3002 UAT MTO Capital Capital Contract West 11 Jan 2012 at 12 00 00 PM 20 l 5 Items Page lofi _ RAQS MERX Qualified Contractor User Guide Page 77 STEP TWO Select the contract to view by clicking on the highlighted Contract Number Contract Bulletin NOTE To view Regional Contracts access the RAQS Legacy System Information Posted in last 7 Calendar Days _ Contract No lt Contract Type Document Type Region Tender Opening Date a g MTO Capi
27. bids found Rating 20 0 Items Page 0 of 0 E RAQS Legacy System OR STEP ONE Select the Tender Registration Form menu item t Contracts Tender Registration Forms TRF Company User Profiles Contractor Registration Forms CRF EJExpand to view filters Correspondence Tender Submission f ntract N Pa f n arm f ma Contract No Company Name ERRET Date Status Aa iaai Work on Hand WOH i 04 Jan 2012 at i 2012 0104 Anderson Construction Ltd MTOCapittal a R Approved Tender Registration Forms TRF 03 13 12 PM ra 20 gt 1 Items Page 1 of 1 t Rating t RAOS Leaacy Swstem STEP TWO Select the Contract Number of the Tender Registration Form for which you want to submit a Summary Bid RAQS MERX Qualified Contractor User Guide Page 100 Tender Registration Forms TRF Create TRF S expand to view filters i Tender Submission a Contract M a Co iny Nan i ae kl jz ontract No n mpany Name SE aed Status i 04 Jan 2012 at S Kessell Corporation MTOcCapital a i Approved 07 52 11 AM 21 Dec 2011 at S 13794 Kessell Corporation MTOCapital an a Approved 08 12 29 AM 19 Dec 2011 at S 13793 Kessell Corporation MTOCapital an a Approved 09 56 54 AM i 15 Dec 2011 at 2011 4040 Kessell Corporation MTOCapital l Approved 02 25 59 PM 20 4 Items Page 1 of 1 STEP THREE Select the Create Summary Bid action TRF Approved Create Summary Bid Back to L
28. by email or both email and fax as determined by the preferred contact method in your profile Contract Date 14 Dec 2011 at 02 21 35 PM Contract Number 13792 Days Left Until Tender Open 0 Order Information Item Oty Delivery Method Contract Plans Normal Electronicl Test pdti 1 Download Receive notification of Addenda When an addendum is issued you will receive a notification based on your Preferred Contact Method selected in the User Profile Credit Card orders will not be processed until the Credit Card authorization has been received The distribution centers will not complete courier waybills for pick up orders Should you send a courier to pick up your order you are responsible to ensure that all waybills are completed properly Please note thatthe courier company will require the Order Confirmation Humber to pick up your order RAQS MERX Qualified Contractor User Guide Page 89 13 2 Order Confirmation Overview An order confirmation acts as a record of a financial transaction between a contractor and MERX An order confirmation is generated every time a user creates an order for a set of contract documents A confirmation is also generated when a yearly subscription order is created Order Confirmations are accessible via the Order Confirmations menu item under the Company User Profiles menu heading 13 3 Order Confirmation View STEP ONE Select the highlighted Confirmation Number for the order you wish to view
29. by the MTO The MTO Financial Rating subsection describes the final calculations that determine your company s available rating for each Classification of Work The Basic Rating column lists your company s basic rating for each Classification of work as determined by the Financial Basic Rating Formula The Penalty and Experience Restriction columns list any reductions to your basic rating that are currently being applied to each Classification of Work The Adjusted Rating column lists the available rating for each Classification of Work after the Penalty and Experience Restrictions are applied The Available Rating column lists the final available rating for each Classification of Work based on the value of the Adjusted Rating column minus your company s current Work On Hand MTO Financial Rating Financial Basic Rating Formula Formula Net Current Assets x Net Fixed Assets y Financial basic Rating MTO Financial Rating Your MTO Financial Rating is currently in effect Classification of Work ee ee EL Electrical 0 0 0 0 0 G6M General Maintenance 0 O 0 0 0 GR General Road 0 0 0 0 0 S C Structural Coating 0 0 02a 0 0 S Structure 0 0 0 0 0 RAQS MERX Qualified Contractor User Guide Page 58 The MTO Maximum Workload Rating section is an expandable collapsible section click on the minus to minimize the section or the plus to expand the section
30. in getting your company qualified to bid on MTO Capital contracts Multiple steps must be completed before a CRF can be submitted to MTO To begin creating your CRF you must select the Application details The you will be required to complete the following two sections the Business amp Personnel section and the Financial section Fields marked with a blue arrow must be completed before this CRF can be submitted to the MTO for approval Note For security purposes there is a timeout feature in the Contractor Registration Form After 20 minutes of inactivity the system will time out and none of the changes in the section currently being edited will be saved To ensure you do not lose any of the information already entered it is suggested that you select the Save as Draft action at regular intervals CRF Business amp Personnel Print Required Info Delete Submit Cancel RAQS MERX Qualified Contractor User Guide Page 18 To complete your CRF follow the steps detailed below STEP ONE To access the Contractor Registration Form you must expand the Qualification section in the left hand menu Then you must click on the Contractor Registration Form link Click on the Qualification link to open the section then click on the Contractor Mr Ken Anderson kanderson Registration Form CRF link MERX Construction 50 158040 00 Qualified Administrator Bidder Financial Tender MY PROFILE LOGOUT t
31. of your subscription you will receive an email notification and or a phone call advising you of the upcoming renewal of your account All contract documents ordered by any delivery method other than download as well as the yearly subscription fee must be paid by valid credit card Purchases can made via Visa Master Card or American Express The credit card provided upon first login will be kept on file for future purchases The credit card number may be updated online or by contacting the MERX Help Desk at 800 964 6379 13 Ordering Contract Documents RAQS has a feature that enables users to purchase documents relating to MTO Capital Contracts online Contract Documents can be purchased in an electronic format To order a hardcopy of the Contract Documents please contact the MERX Help Desk at 800 964 6379 All document purchases will be processed using the credit card on file Once the order has been completed successfully your company information will be populated automatically on the Plan Takers List Cost of ordering a set of Documents The cost of ordering documents varies according to the method of delivery electronic or hard copy All download orders are free of charge Contact the RAQS Help Desk at 1 800 964 6379 for more details RAQS MERX Qualified Contractor User Guide Page 87 13 1 Ordering Contract Documents STEP ONE Documents can be ordered via the Order button on the Contract Tender Form document
32. on hand 7 2 Creating a Work on Hand Document STEP ONE Select the Work on Hand menu item MY ae i SSE EE Work On Hand Company User Profiles R Create Work on Hand Qualification reate Work on Han Contractor Registration Forms CRF Contract Number amp Award Value lt lt Adjustment A Deferred A Prime Portion Outstanding lt Correspondence 2010 1144 4 580 000 0 0 0 4 580 000 2011 1414 240 000 0 0 0 240 000 20 2 Work On Hand Page 1 of 1 Tender Registration Forms TRF t Bidding t Rating E RAQS Legacy System STEP TWO Select the Create Work on Hand button to complete a new WOH Work On Hand Contract Number Award Value lt Adjustment a Deferred Prime Portion Outstanding lt 2010 1144 4 580 000 0 0 0 4 580 000 2011 1414 240 000 0 0 0 240 000 20 gt 2 Work On Hand Page 1 of 1 RAQS MERX Qualified Contractor User Guide Page 66 STEP THREE Complete the WOH document A description of the fields can be found below Company Number This field will be automatically populated from the associated login of the user creating the WHO Date This is the date that the document was composed This is automatically computed Contract Description Enter a contract description for this work on hand Tender Owner You must select a Tender Owner from the drop down list the choices are MTO Capital Municipality and Other If you select Mun
33. this Bid Enquiry please contact the MERX Help Desk at 1 800 964 6379 or at raqs merx com STEP FIVE Awaiting a Bid Enquiry Response When the Bid Enquiry has been responded to by MTO you will receive an email similar to the following email From no reply merx com Sent Wed 1 11 2012 12 32 PM To Ginette Levac Ginette Levac Ca Subject MTO Response to Bid Enquiry For Contract 2010 2008 be Ontario In Regards To Contract 2010 2008 MTOCapital Tender Opening Date 12 Jan 2012 Tender Opening Time 01 30 PM Region Central Highway 1 Location TORONTO Tender Advertising Date 11 Jan 2012 Bid Enquiry Number BE 2010 2008 001 Subject What is this code Description Resurfacing on Highway 417 from Casselman to Anderson MTO Response to Bid Enquiry For Contract 2010 2008 Enquiry What is item code 2114 2154 in the items list Response It should be a a 3 4 inch bolt If you have any further questions regarding this Bid Enquiry please contact the MERX Help Desk at 1 800 964 6379 or at raqs merx com RAQS MERX Qualified Contractor User Guide Page 83 11 3 Viewing a Bid Enquiry STEP ONE Select the Contract Bulletin menu item to view all CTF documents MY PROFILE LOGOUT Contracts Contract Bulletin Contracts By Region Contract Bulletin NOTE To view Regional Contracts access the RAQS Legacy System 5 Year Contract History Information Posted in last 7 Calendar Days Search Contra
34. 000 Expiry Date 31 Dec 2011 RAQS MERX Qualified Contractor User Guide Page 24 Type of Contractor Section This section contains information about what type of work your company does Type of Contractor Type of Contractor D Heawy Construction Bridge amp Tunnel a aag Highway amp Street General Building K O Water amp Sewer Other 2 TT Is your Operation Union 9 Non Union What portion 9 of your work ts for z Private Owners In what type of areas do you normally fy ihan mare M Suburban l Rural M GTA What type of work will you be bidding M mTO 7 Iv Municipal Classification of Work Section Government Agencies la Hl lal b Yo BS Use this section to indicate which Classifications of Work your company wants to perform Your company will eventually receive a separate financial rating for each approved Classification of Work Select one or more by clicking the checkboxes Classification of Work You must select one or more Classifications of Work for approval Mouse over the text to see a definition click the checkbox to select it for approval Request for 7 _El Electrical Approval Iw GM General Maintenance Iw GR General Road I cC Structural Coating RAQS MERX Qualified Contractor User Guide Approved Nothing yet approved Page 25 Litigation Section Use this section to describe any litigations your company currently has outsta
35. 1 Contract Performance Rating Overview When a Qualified Contractor completes a given contract they are assigned a rating to indicate how well they performed This rating is determined by separate weighted scores in each of the following categories quality safety timeliness and contract execution Over time all the Contract Performance Ratings for a single contractor are averaged into a Performance Index This index can then be referenced by the MTO when awarding future contracts A poor index rating can have a negative impact on a contractor s Qualification Rating see Qualification Rating section 5 8 2 Viewing your Contract Performance Rating s STEP ONE Select the Contract Performance Rating menu item t Contracts Contract Performance Ratings t Company User Profiles Contract Contract t Qualification Contract Mo Date Imposed i Quality Safety Timeliness Performance Execution Ratin Bidding 3 137915 15 Nov 2011 50 00 17 00 12 00 9 00 23 00 Rating j j j l ee ee en Sa ath a ar Bualification Rating 20 2 Items Page 1 of 1 Contract Performance Ratings CPR E RAQS Legacy System STEP TWO Select the highlighted Contract Number of the Contract Performance Rating you wish to view Contract Performance Ratings Contract contacti Contract Mo ot Date Imposed te Quality Safety Timeliness Performance Execution Rating 137915 15 Nov 2011 50 00 12 00 12 00 9 00 oa U0 13794 11 Oct 2011 5
36. 4 0190 Granular B Type II leach 200 4z 128 400 00 T 0410 0700 700 mm Pipe Sewer each 300 21 6 500 00 RAQS MERX Qualified Contractor User Guide Page 112 STEP FIVE Itemized bids are stored in a tightly secure database and cannot be viewed by anyone except the bidder under any circumstances until they are submitted Select the Save as Draft action Edit Itemized Bid Draft Bid Information Summary Bid Total 620 000 00 Contract Number Tender Itemized Bid Total 620 000 00 Tender Opening Date Tender Tender Opening Time Bidding Option B w Tender Owner Results The document is saved with a status of Draft 16 3 Submitting an Itemized Bid 13792 15 Dec 2011 03 20 4M MTOc apital STEP ONE Select the Summary amp Itemized Bid menu item T Contracts Summary amp Itemized Bids Company User Profiles r Qualification Bidding SeExpand to view filters Summar amp Itemized Bids sien ee Tender Opening Status Type Bid Confirmations Jacana Total ri Tender E 1106 12 20 00 sia Submitted Summary 5 646 460 00 gt RAQS Legacy System 137917 eae at Submitted Summary 80 000 00 137919 eee GE al Submitted Summary 987 987 00 137919 a a Submitted Itemized 987 987 00 20 w 4 Items Page 1 of 1 RAQS MERX Qualified Contractor User Guide Adjusted ra Total Tender MA 362 200 00 1 315 875 00 MA Price Proposal wi a ts
37. 4 715 000 116 545 000 801 611 000 0 171 201 000 346 438 000 0 517 639 000 1 547 307 000 0 Use this section to enter financial information about contract receivables and work in process The section contains a view of current contracts with each column having a total listed at the bottom of the view Information entered here will be used to populate items 2 3 and 4 in the Balance Sheet section of the CRF Click on a contract number to edit that document Click on Enter New Row to enter a new Contract Receivables and Work in Process document Details of Contract Receivable and Work in Progress Items 2 3 4 Amount pete Receivable Contract Details steaks seine Other than g Holdbacks Item 2 KK 554435 From To 0 0 37 058 998 KK S544351 From T 0 0 0 Total 0 0 37 058 998 RAQS MERX Qualified Contractor User Guide Holdbacks Item 3 27 946 506 0 22 946 506 Details of Contract Receivables and Work In Progress Form Enter New Row Work in Progress Inventory Unbilled Item 4 0 5 167 397 5 167 397 Enter the Contract Number Tender Owner Award Date and End Date of the contract Page 35 Contract Number 7011 0560 Awarded By Owner Municipalit of Toronto Awarded Date 13 Dec 2011 i End Date 23 Dec 2011 ar Award Value Enter the total award value of the contract Progress Billings Enter the portion of the award in dollars that your company has received
38. 5 00 14 00 13 00 6 00 90 00 20 4 2 Items Page 1 of 1 RAQS MERX Qualified Contractor User Guide Page 73 STEP THREE View the Contract Performance Rating The top of the document shows your company name and the contract number related to this document The Contract Details section shows the region of the contract related to this rating document The Performance Dates show the Date the Contract was completed the Date the Contractor Accepted and the Date the Rating was compiled If the contractor accepted the initial rating the date of acceptance is shown If the contractor appealed the initial rating the date that the contractor appealed is visible and the acceptance date is blank If the rating was not initially accepted the Regional Review of Appeal section is visible on this form This section includes the date that the contractor accepted the regional review OR if the contractor appealed the regional review the date of regional appeal is shown along with the date of the Qualification Committee s final decision The bottom of the rating document contains the current rating numbers for quality 0 60 safety 0 15 timeliness 0 15 and contract execution 0 10 as well as the overall rating 0 100 Kessell Construction Performance Rating for Contract No 13794 Back to List Contract Details Region Central Performance Dates Date Contract 11 Oct 2011 Date Contractor 30 Nov 2011 Completed Accepted Date Ratin
39. 632 371 500 0 632 371 500 Net Fixed Assets 983 012 500 0 983 012 500 The Work On Hand section is an expandable collapsible section click on the minus to minimize the section or the plus to expand the section This section lists the total dollar value of your current Work On Hand as well as the total dollar value of MTO contracts from the current fiscal year that were awarded to your company RAQS MERX Qualified Contractor User Guide Page 57 Work on Hand z5 Your current Outstanding Work on Hand i 60 000 Awarded MTO contracts in the current fiscal year 75 000 Note This is used for calculating your Maximum Workload Available Rating The MTO Financial Rating section is an expandable collapsible section click on the minus to minimize the section or the plus to expand the section The Financial Basic Rating Formula subsection contains the financial basic rating formula used for each Classification of Work that your company is approved in The basic formula is Net Current Assets x Net Fixed Assets y Financial Basic Rating where Net Current Assets is the MTO Adjusted Net Current Assets listed in the Rating Summary section Net Fixed Assets is the MTO Adjusted Net Fixed Assets listed in the Rating Summary section x is a constant different for each classification of work y is aconstant different for each classification of work The values of x and y for each Classification of Work are determined
40. AQS interface Maximum Workload Rating In certain circumstances if for example a contractor has a poor Performance Index the Qualifications Committee at its sole discretion can impose a maximum workload rating on a contractor This means that a contractor s available rating for a category of work is set to EITHER the maximum yearly sum of MTO award amounts in the previous 5 fiscal years April 1 March 31 OR the contractor s current rating whichever is lower Municipal Rating When a contractor performs work for a municipal owned contract the municipality may impose penalties for poor performance These penalties negatively affect a contractor s Municipal Rating They do not however affect a contractor s rating as it relates to MTO contracts 5 2 Viewing your Qualification Rating STEP ONE To view your Qualification Rating select the Qualification Rating menu item t Contracts Contract Bulletin t Company User Profiles NOTE To view Regional Contracts access the RAQS Legacy System t Qualification Bidding Information Posted in last 7 Calendar Days m ating Contract No Contract Type 3 Document Type Region rie Tender Opening Date G 2010 2045 MTO Capital Addendum Central 14 Dec 2011 at 12 05 00 PM Contract Performance Ratings CPR 2010 2045 MTO Capital Extension of Time Central 14 Dec 2011 at 12 05 00 PM RAQS Legacy System g 2010 2045 MTO Capital Capital Contract Central 14 Dec 2011 at 12 05
41. Company User Profiles r Qualification Bidding SeExpand to view filters Summary amp ttemized Bids Contract tender a sas Total ri Adjusted A Frice A Number POE TREND Daae status JAPE Tender Total Tender Proposal Bid Confirmations 1106 AAEE Submitted Summar 5 646 460 00 M A NAA E 12 20 00 PM j Ba h 01 Dec 2011 at RAQS Legacy System 137917 eh Submitted Summary 80 000 00 362 200 00 N A 03 20 00 PM 01 Dec 2011 at 137919 Saat oe Submitted Summary 987 987 00 1 315 875 00 N A 01 Dec 2011 at 137919 oe ee a Submitted Itemized 987 987 00 M A H A 20 4 Items Page 1 of 1 STEP TWO Select the Contract Number of the Itemized Bid document you wish to view Summary amp Itemized Bids FJEzpand to view filters Tender Opening lt lt Status Type Total Adjusted s Erge Contract Pb Number Tender Total Tender Proposal 13 Dec 2011 at 1106 1 con A NM Submitted Summary 5 646 460 00 pres MA 0i Dec z011 at 137917 E ae Submitted Summary 80 000 00 362 200 00 N A 01 Dec 2011 at a g l tarais 03 40 00 PM Submitted summary 987 987 00 1 315 875 00 MA z O1 Dec 2011 at 137919 EN Submitted Itemized 987 997 00 ae ae 20 4 Items Page 1 of 1 RAQS MERX Qualified Contractor User Guide Page 116 STEP THREE Open the Itemized Bid document View Itemized Bid Submitted Bid Information Summary Bid Total 65 417 300 00 Tender Itemized Bid Total 65 412 300 00 Tender Bi
42. Contract Plans Normal Electronicl Test pdf 1 Download Important Notice To Suppliers In order to view or download the above electronic file s you will be required to obtain Adobe ae Get Fame COLE READER Acrobat Reader To download Adobe Acrobat Reader click on the button to the left and follow the step by step Instructions POF files on MER are best viewed using Adobe Acrobat Reader version 6 0 or higher Please note that the language and content employed in describing any Request for Proposal RFP are at the sole discretion of the procurement officer making the request MERS is not accountable for the language or the content chosen for any RFP submitted for tender RAQS MERX Qualified Contractor User Guide Page 91 14 User Profiles 14 1 User Profile Overview User Profiles contain a contractor s address and contact information Multiple user profiles may be created for each company The primary contact of each qualified company will be assigned a personal user id with all four roles Administrator Financial Tender and Bidder This user will have the ability to create new contacts and assign roles as required for each contact The Financial role will have access to create and view documents that contain company financial information The Tender role will have access to view and register to bid on MTO Capital contracts The Bidder role has the ability to submit bids electronically bid for MTO Capital Co
43. Details Parent Name Anderson Construction 50 18040 00 Subsidiary Company Name MERX Construction Ltd 50 17600 00 The Company Details and Contact Details sections will be populated automatically based on the login credentials of the user submitting the TRF RAQS MERX Qualified Contractor User Guide Page 64 Company Details Company Name Anderson Construction Ltd Company Number 50 10480 00 Address 38 Antares Dr Suite 1000 City Ottawa Country Canada Province State Ontario Postal Code K2E 2 Contact Details Title Mr First Name John Last Name Anderson Corporate Title Phone 613 555 4312 ext 1256 Fax 613 555 9987 Email kriskilgour merx com STEP FOUR Select the Submit button to submit the Tender Registration Form to MTO for review TRF New The current server time is 10 19 AM Dec 16 2011 Refresh Time This time is in syne with the NRC RAQS MERX Qualified Contractor User Guide Page 65 7 Work on Hand WOH 7 1 Work on Hand Overview In order for the MTO to correctly assess a company s ability to perform a contract they must know how much work the company is capable of performing as well as what work the company is currently performing Therefore Qualified Contractors must keep track of their current work on hand using the RAQS MERxX Using the work on hand functionality Qualified Contractors can create update and delete documents describing their current work
44. Hand Qualification reate Work on Han Contractor Registration Forms CRF Contract Number Award Value Adjustment Deferred Prime Portion Outstanding Correspondence 2010 1144 4 580 000 0 0 0 4 580 000 2011 1414 240 000 0 0 0 240 000 Tender Registration Forms TRF 20 Tork On Honi fags sets t Bidding t Rating t RAQS Legacy System STEP TWO Select an existing Contract Number that is highlighted Work On Hand Create Work on Hand Contract Number Award Value lt lt Adjustment a Deferred Prime Portion Outstanding lt 4 580 000 0 0 0 4 580 000 2011 1414 240 000 0 0 0 240 000 20 2 Work On Hand Page 1 of 1 STEP THREE Select the Delete button to delete this Work on Hand document Update Back to List Contractor Work on Hand Table Contractor Work on Hand Table Company Number 50 24180 00 Date 11 Jan 2012 Contract Description Bridge Work Tender Owner MTOCanpital Contract Number 2010 1144 RAQS MERX Qualified Contractor User Guide Page 70 Results The document is deleted it will no longer have any effect on the contractor s qualification rating 7 9 Viewing a Work on Hand Document STEP ONE Select the Work on Hand menu item MY PROFILE LOGOUT t Contracts Work On Hand Company User Profiles Qualification Create Work on Hand Contractor Registration Forms CRF Contract Number Award Value lt
45. Job s 2 500 000 Total Work Program 3 000 000 a RAQS MERX Qualified Contractor User Guide Page 23 Banking Information Section This section contains address and contact information for the financial institution that handles your company s banking Banking Information Bank Name RBC Account Manager Jane Smith Address Address 375 Carling Ave Suite 100 City Ottawa Country Canada Province State Ontario T Postal Code KZE 7W2 MIX 1X1 Phone a 613 299 1313 ext 4735 Fax 613 299 4959 l International phone fax numbers Email jsmith rbe ca Bonding Information Section This section contains address and contact information for the financial institution that handles your company s bonding Bonding Limits Single Job Enter the amount that your company is bonded for any single contract Bonding Limits Aggregate Enter the amount that your company is bonded for total work Bonding Limits Expiry Date Enter the date that your company s current bonding will expire Bonding Information Company Name Royal Bank of Canada Account Manager John Smith Address Address 80 Main Avenue Suite 1300 City Ottawa Country canada o XY Province State ontario o l Postal Code K2E 7V2 X1X 1X1 Phone 613 555 3900 ext 4553 Fax 613 555 4900 International phone fax numbers Email johnsmith rbc ca Bonding Limits Single Job 1 000 000 Aggregate 800
46. RF is up for renewal you can create an Interim Application This application requires all information including financial to be filled in It also requires a paper copy of your company s financial statements to be submitted to the MTO An Interim Application can only be created once between annual renewals and can affect your company s Qualification Rating RAQS MERX Qualified Contractor User Guide Page 20 Application Details Continue Cancel Application Details Application Type First Time Application Fiscal Year End Date fess Type of Financial Statement s Audited Review Engagement Submitted If this is your first application the Application Type field will be set to First Time Application If thisisa renewal application the Application Type field will be set to Annual Renewal The Fiscal Year End Date field will be visible This field is required before continuing and CANNOT be edited once you continue past this screen This field should contain your company s fiscal year end date Fiscal Year End Date o gr If the Applicaton Type field is set to Interim Application the Interim Statement Date field will be visible This should contain the effective date of the financial statements that will be sentin along with this application Interim Statement Date 3 If the Application Type field is NOT set to Non Financial Review the Type of Financial Statement s Submitted field is visible Select
47. Statis JAPE Tender Total Tender Proposal Bid Confirmations 13 Dec 2011 at 1106 Submitted Summar 5 646 460 00 MA N A ER 12 20 00 PM j 5 646 f 01 Dec 2011 at gt RAQS Legacy System 137917 ae Submitted Summary 80 000 00 362 200 00 N A 03 20 00 PM 01 Dec 2011 at a7 137919 AES ou Submitted Summary 987 987 00 1 315 875 00 N A 3 01 Dec 2011 at 137919 annem Submitted Itemized 987 987 00 MAA NZA 20 4 Items Page 1 of 1 STEP TWO Select the Contract Number of the Itemized Bid document you wish to delete Summary amp Itemized Bids FJEzpand to view filters Contract ender opening o staus mee Je Ousted ol pie o 1106 E ae a Submitted Summary 5 646 460 00 N A N A 137917 P aca At Submitted Summary 80 000 00 362 200 00 H A 137919 Ar cae a Submitted Summary 997 987 00 1 315 875 00 N a os ee Submitted Itemized 987 987 00 N A M A 20 4 Items Page 1 of 1 STEP THREE Open the Itemized Bid document and select the Delete action View Itemized Bid Draft Submit Update Close Bid Information Summary Bid Total 65 412 300 00 Contract Number SS1l245 Tender Itemized Bid Total 65 412 300 00 Tender Opening Date 16 Jan 2012 Tender Tender Opening Time 06 00 AM RAQS MERX Qualified Contractor User Guide Page 115 16 5 Viewing your Summary and Itemized Bid s STEP ONE Select the Summary amp Itemized Bid menu item Contracts Summary amp Itemized Bids al
48. The Maximum Workload Basic Rating Formula subsection lists the award amounts of all MTO contracts awarded to your company over the last five fiscal years The Contracts and Award Amount columns list each contract and its dollar value individually The Total Award Value column lists the total dollar value of awarded contracts for each fiscal year The maximum of the Total Award Values is used as your basic Maximum Workload Rating The MTO Maximum Workload Rating subsection shows the calculations for the final Maximum Workload Available Rating for each Classification of Work e The Penalty column lists any penalties that are currently being applied to each Classification of Work e The Maximum Workload Adjusted Rating column lists the available Maximum Workload Rating for each Classification of Work after any penalties are applied e The Maximum Workload Available lists the final available Maximum Workload rating for each Classification of Work based on the value of the Adjusted Rating column minus your company s current Work On Hand Maximum Workload Basic Rating Formula Formula The maximum yearly sum of MTO award amounts in the previous 5 fiscal years April 01 March 31 Fiscal Year Contracts Award Amount Total Award Value 2010 2011 lt no contracts found gt 0 0 2009 2010 no contracts found gt 0 0 2008 2009 no contracts found gt 0 0 2007 2008 lt no contracts found gt 0 0 2006 2007 no contracts fou
49. act Dates Tender Advertise Tender Opening TRF Submission Opening TRF Submission Closing Classification of Work Classification Required Rating of Work must satisfy one EL Electrical 0 20 Nov 2011 14 Dec 2011 at 12 00 00 AM 25 Now 2011 06 Dec 2011 at 12 00 00 PM Financial Rating Maximum Workload Rating Minimum Rating Reguired Rating 5 Minimum Rating must satisfy all must satisfy one must satisfy all 0 0 The next five sections of the Contract Tender Form are expandable by clicking on the E onthe right of the header The different sections will be detailed below Notices Documents Plan Takers List Bid Information Bid Enquiries Notices The Notices section will contain three types of notices Capital Contract Extension of Time or Deferral The Capital Contract will provide the initial contract details The Extension of Time Deferral section details all of the changes made to the tender opening for a contract Notices Q Capital Contract Extension of Time Date Tender Opening Date 1i Jan 2012 at 12 02 54 PM 12 Jan 2012 at 01 30 00 PM 1i Jan 2012 at 12 54 27 PM 11 Jan 2012 at 01 50 00 PM RAQS MERX Qualified Contractor User Guide Page 79 Documents The Document section lists the documents that are available for purchase download for a contract If a document has already been purchased it can be downloaded here a Download link to the document will appear in the Link c
50. and add a new document right away OR click Save to save it and return to the Gross Revenue Section Opening and clicking the Remove action can delete gross Revenue documents cave Save amp New Remove Close STEP FIVE Save the Contractor Registration Form To save your CRF click on the Save as Draft button at any time while completing your Contractor Registration Form CRF Business amp Personnel Print Required Info Delete Submit Cancel RAQS MERX Qualified Contractor User Guide Page 48 Results The document is saved with a status of Draft and the CRF view is opened As long as the status remains Draft the document will remain editable Once the CRF is submitted for approval it is no longer editable Contractor Registration Forms Status Registration Type Submitted On Prepared By Draft First Time Application Not yet submitted janderson Number of Forms 1 4 3 Updating your Contractor Registration Form STEP ONE Open the CRF View Select the Contractor Registration Form menu item t Contracts a Contract Bulletin Company User Profiles z NOTE To view Regional Contracts access the RAQS Legacy System Qualification Contractor Registration Forms CRF Information Posted in last 7 Calendar Days Correspondence Contract No lt Contract Type Document Type Region i Tender Opening Date a ka Work on Hand WOH 13791 MTO Capital Extension of Time Northeastern 14 Dec 2011 at
51. approved or expired CRF you will be able to choose Annual Renewal or Non Financial Review If you currently have an approved or expired CRF that is not of type Interim Application you will also be able to select Interim Application First Time Application This indicates that your company has not had an approved CRF yet A first time application requires all information to be filled in including all financial information It also requires a paper copy of your company s financial statements to be submitted to the MTO Annual Renewal Approved CRF documents must be renewed every year to provide the MTO with up to date information An annual renewal requires all information to be filled in including all financial information It also requires a paper copy of your company s financial statements to be submitted to the MTO When an annual renewal is created most fields are defaulted to the matching values from the previous approved CRF Non Financial Review If your company needs to update important non financial information before your CRF is up for annual renewal OR your company wants to have its experience restrictions reviewed due to new information you can create a Non Financial Review This type of application only requires non financial information to be entered and no paper documents need to accompany the application Interim Application f your company needs to update important financial information before your C
52. ar Days Qualification Tenders Under Call All CBMS views are accessed through t Bidding expandable collapsible menus Each menu item along the side area of the page t Rating Open Bids the navigation pane is expandable amp collapsible when left clicking with a mouse The user can then click on a menu item to open the corresponding view t E RAQS Legacy System Awarded In last 30 Days RAQS MERX Qualified Contractor User Guide Page 16 Viewing Documents and Views eg All documents and views are opened in the Ontario large open portion of the screen on the lower right the working pane The navigation and MINISTRY OF TRANSPORTATION R A Q S action panes always remain open while the content of the working pane changes Mr John Anderson janderson Anderson Contstruction Ltd 50 10480 00 Version 999 99 SNAPSHOT _ Qualified Administrator Bidder Financial Tender MY PROFILE LOGOUT Contracts Contract Bulletin Contract Bulletin NOTE To view Regional Contracts access the RAQS Legacy System Contracts By Region 5 Year Contract History Information Posted in last 7 Calendar Days Search Contracts S Tenders Under Call t Company User Profiles t Qualification Open Bids t Bidding Awarded In last 30 Days t Rating RAQS Legacy system Articles Posted in last 7 Calendar Days When accessing RAQS MERX for the first time the user should try navigating the different
53. are stored in a tightly secure database and cannot be viewed by anyone except the bidder under any circumstances until Tender Opening Note Only users with a bidder role can access the electronic bidding portion of the RAQS MERX application The financial and tender roles cannot view or create bids 15 2 Creating Submitting a Summary Bid There are two ways to access the Create Summary Bid action The first is to access the Create Summary Bid button from the Tender Registration Form The second is from the Summary amp Itemized Bid menu item STEP ONE Select the Summary amp Itemized Bids menu item MY PROFILE LOGOUT r gontract Summary amp Itemized Bids t Company User Profiles Create Summary Bid t Qualification Bidding Gexpand to view filters Contract lt A Total 2 Adjusted Price ra Tender Openin s y v p a ETE Tipe Tender Total Tender Proposal Number Bid Confirmations No bids found t Rating 20 0 Items Page O of 0 E RAQS Legacy System RAQS MERX Qualified Contractor User Guide Page 99 STEP TWO Select the Create Summary Bid action MY PROFILE LOGOUT Contracts Summary amp Itemized Bids t Company User Profiles ivi Create Summary Bid oases Bidding Gexpand to view filters summary amp Itemized Bids Contract Total lt Adjusted Price ri Ty pe Tender Openin x ae Number p a TIRE Tender Total Tender Proposal Bid Confirmations No
54. ared By Submitted For Approval First Time Application 14 Dec 2011 at 02 42 30 PM jandersonl Number of Forms 1 Once submitted for approval you will be required to mail in a paper copy of your audited financial statements as previously indicated in a informational message Once the MTO has received these documents they will begin processing your submitted CRF RAQS MERX Qualified Contractor User Guide Page 53 4 5 Deleting your Contractor Registration Form STEP ONE Open the CRF View Select the Contractor Registration Form menu item Contracts a Contract Bulletin Company User Profiles NOTE To view Regional Contracts access the RAQS Legacy System Qualification Contractor Registration Forms CRF Information Posted in last 7 Calendar Days Correspondence Contract No Contract Type Document Type Region ne Tender Opening Date A Work on Hand WOH E 13791 MTO Capital Extension of Time Northeastern 14 Dec 2011 at 09 20 00 AM Tender Registration Forms TRF gQ 13791 MTO Capital Capital Contract Northeastern 14 Dec 2011 at 09 20 00 AM H Bidding g 13792 MTO Capital Capital Contract Eastern 15 Dec 2011 at 09 20 00 AM Rating g 2011 4040 MTO Capital Capital Contract Eastern 18 Dec 2011 at 12 00 00 AM E RAQS Legacy system 7 2011 4043 MTO Capital Capital Contract Eastern 15 Dec 2011 at 12 00 00 AM STEP TWO Open the CRF document Select the document in the Statu
55. at 12 00 00 AM STEP TWO Open the CRF document Select the document in the Status column highlighted in blue to open the document Contractor Registration Forms Status n Registration Type a Submitted On nn Prepared By First Time Application Not yet submitted janderson STEP THREE View the document If the document is in a Draft mode you will be able to update the CRF Otherwise this document will be read only RAQS MERX Qualified Contractor User Guide Page 55 5 Qualification Rating NOTE This section applies only to contractors with approved CRF documents See the Company Registration section 4 for more information on CRF documents 5 1 Qualification Rating Overview Qualified Contractors in RAQS with approved CRF documents have a qualification rating in one or more Classifications of Work Ex Electrical Structural Coating etc The rating for each classification determines the size of a contract in dollars that the company can handle For example if a company is rated at 5 000 000 for Electrical work they will likely be unsuccessful if attempting to bid on a contract that requires more than a 5 000 000 rating for Electrical work A company s available rating in each classification is determined by a number of factors such as financial information submitted with the company s CRF and the company s current work on hand Once a company s CRF is approved they can view their rating information using the R
56. ble Securities Lower Cost or Market Enter the dollar value of your company s marketable securities Use the lower of the cost or market value 7 Inventories Enter the dollar value of your company s inventories Use the lower of the cost or market value 8 Prepaid Expenses Enter the dollar value of your company s prepaid expenses Total Current Assets This field automatically computes and is the sum of items 1 9 Current Assets March 2011 March 2010 Cash on Hand in Banks 17 105 000 1 270 000 Z g than Ald pace 37 038 996 20 495 041 a Lolobacks on Contracts 22 946 506 25 442 091 a onrad Work in Progress inventor 5 167 007 7 796 518 5 scounts Recervable 126 099 099 117 305 550 6 Marketable Securities Lower of Cost or Market so 0 7 Inventones Lower of Cost or Market 99 954 000 97 066 000 5 Frepaid Expenses 4 346 000 5 565 000 9 Other Current Asset 5 015 000 0 Total Current Assets 317 692 000 269 936 000 RAQS MERX Qualified Contractor User Guide Page 32 Fixed Assets 11 Buildings Enter the total dollar cost of your company s buildings 12 Furniture and Fixtures Enter the total dollar cost of your company s furniture and fixtures 13 Autos and Trucks Enter the total dollar cost of your company s autos and trucks 14 Less Accumulated Depreciation on above Enter the total accumulated depreciation on items 10 13 Net Book Value of above Fixed Assets This field automaticall
57. cial Tender 20 2 Items Page 1 of 1 STEP THREE View the Profile View User Profile Update Reset Password View User Profile User Account Status Active User ID janderson2 Rolefs Bidder Corporate Title Title Ms First Name Jane Initial Last Name Anderson Phone 613 555 5555 Fax 613 555 5555 Preferred Contact Method HTML Email Create User Profile Status Active Active Deactivate Back to List RAQS MERX Qualified Contractor User Guide Page 98 15 Electronic Bidding Summary Bids 15 1 Summary Bid Overview Bidding on MTO Capital Contracts is performed via the RAQS MERxX application When bidding on a MTO Capital Contract users will need to submit a Summary Bid and the three lowest bidders will need to submit an Itemized Bid A summary bid is the total dollar amount a user submits as a bid on a particular contract This summary bid amount is used to determine which user will be awarded the contract To create a Summary bid for a contract users must first pre qualify to bid on the contract by creating a Tender Registration Form TRF and having it approved by the MTO Users can create a Summary bid as soon as they pre qualify and up until tender opening date All summary bids that have been submitted before tender opening will be included in the competition Only contractors with an approved TRF for the applicable project will be able to create a summary bid Security Summary and itemized bids
58. cipality gt Help Powered by MERX STEP TWO Enter your login information be Ontario MINISTRY OF TRANSPORTATION R A Q S LOGIN REGISTER Login with your Username and Password User ID kanderson Type in your User ID Password ITTE Type in your Password Click the login button Login Cancel Reminder You must login using your RAQS MERX User ID ie jsmith and not 50 12345 00 45678 ABOUT SSL CERTIFICATES Powered by MERX RAQS MERX Qualified Contractor User Guide Page 14 STEP THREE Change Password Page First time logging in or upon request to change password The first time a user logs into the RAQS system the user will be prompted to change the system generated password be Ontario MINISTRY OF TRANSPORTATION R A Q S LOGIN REGISTER Please change your password before proceeding Passwords must be between 8 and 16 characters in length and may not contain any whitespace tabs space etc Also your password cannot be the same as your user id nor can it be all the same character User ID kanderson Old Password eenneees Re enter system generated Password New Password TTT Titty Enter new Password Confirm New Password sesennes Re enter new Password Click the Apply button Apply Cancel Powered by MERX The user will receive a successful confirmation upon changing their password Welcome Ken Anderson Password changed successfully sal Er You are now logged into the se
59. ction This section contains a view of documents detailing your company s lien notes mortgages and other secured liabilities Documents can be created updated and deleted from this section The totals for Portion Due Within 12 Months this total is added to item 26 on the balance sheet and Lien Notes Mortgages amp Other Secured Liabilities this total is used to populate item 27 on the balance sheet are automatically calculated at the bottom of the view To edit an existing document click on its Payable To value in the view To add a new document click Add a New Row Liens Notes Mortgages and Other Secured Liabilities Items 26 27 Enter New Row Portion lt Due Payable To Comments a Within Pens sist dia da sac pam jj Other Secured Liabilities Item 27 12 Months Item 26 Royal Bank of Canada 5 684 10 000 Total 5 684 10 000 RAQS MERX Qualified Contractor User Guide Page 42 Lien Notes Mortgages and Other Secured Liabilities Form Payable To Enter the name of the party that the note is payable to Portion Due within 12 Months Enter the portion of the total that is due within the next 12 months Lien Notes Mortgages and Other Secured Liabilities This is the total dollar value of this liability Comments Enter any necessary comments about this note Liens Notes Mortgages and Other Secured Liabilities Items 26 27 Haa Fayable To Royal Bank of Canada Portion Due Withi
60. cts a Contract No lt Contract Type Document Type Region Tender Opening Date a t Company User Profiles g 2010 2001 UAT MTO Capital Capital Contract Central 11 Jan 2012 at 10 00 00 AM t Qualification 2010 2008 UAT MTO Capital Extension of Time Central 11 Jan 2012 at 01 30 00 PM Bidding g 2010 2008 UAT MTO Capital Capital Contract Central 11 Jan 2012 at 01 30 00 PM t Rating ad 2011 3002 UAT MTO Capital Addendum West 1li Jan 2012 at 12 00 00 PM RAQS Legacy System 7 2011 3002 UAT MTO Capital Capital Contract West 1i Jan 2012 at 12 00 00 PM 20 3 5 Items jiss 1 of 1 STEP TWO Select the contract to view by clicking on the highlighted Contract Number Contract Bulletin NOTE To view Regional Contracts access the RAQS Legacy System Information Posted in last 7 Calendar Days z Contract No lt Contract Type Document Type Region Ed Tender Opening Date Ea 2010 2001 UAT MTO Capital Capital Contract Central 11 Jan 2012 at 10 00 00 AM 2010 2008 UAT MTO Capital Extension of Time Central 11 Jan 2012 at 01 30 00 PM g 2010 2008 UAT MTO Capital Capital Contract Central 11 Jan 2012 at 01 30 00 PM G 2011 3002 UAT MTO Capital Addendum West 11 Jan 2017 at 12 00 00 PM g 2011 3002 UAT MTO Capital Capital Contract West 1li Jan 2012 at 12 00 00 PM 20 5 Items Page 1 of 1 STEP THREE Select the Bid Enquiry to view in the Bid Enquiries section To view a
61. cure RAQS MERX web site Mr Ken Anderson kanderson MERX Construction 50 18040 00 Qualified Administrator Bidder Financial Tender Version 0 6 SNAPSHOT Contracts i Welcome Ken Anderson Contract Bulletin MY PROFILE LOGOUT Le Contracts By Region Contract Bulletin 5 Year Contract History NOTE To view Regional Contracts access the RAOS Legacy System Search Contracts eg r Q gacy Sy t Company User Profiles Information Posted in last 7 Calendar Days t Qualification Contract No z Contract Type Document Type lt Region a Tender Opening Date as t Bidding Lidi MTO Capital Capital Contract Northeastern 09 Dec 2011 at 11 30 00 AM Rating V 1102 MTO Capital Capital Contract Eastern 14 Dec 2011 at 12 00 00 PM E RAQS Legacy System i1103 MTO Capital Capital Contract Northwestern 14 Dec 2011 at 11 50 00 AM RAQS MERX Qualified Contractor User Guide Page 15 3 2 Navigating RAQS The different parts of the contractor interface are as follows Static Links and Information br Ontario MINISTRY OF TRANSPORTATION R 7 A Q z S P the current user is displayed along with the user s assigned roles The User name and Company information of Clicking the MTO logo anywhere on the RAQS site will return the user to Mr Ken Anderson kanderson the default Contractor home page MERX Construction 50 18040 00 Version 0 6 SNAPSHOT Qualified Administrator Bidde
62. d Submitted By John rmith Submitted By Title CEG STEP SIX Select the Submit action to submit the Summary Bid Summary Bid Form F The current server time is 10 54 4M Dec i4 2011 Refresh Time This time is in syne with the NRE Note If you submit your summary bid after tender opening had occurred the bid will not be considered in the tendering of this contract Your previous submission if one exists will be used in the competition process Results Bid Confirmation Once you have successfully created and submitted your summary bid the system will present you with a bid confirmation document You can print the confirmation out for your records yp The Summary Bid has been submitted successfully Summary Bid Form F Update Back to List The current server time is 11 00 4M Dec 14 7011 Refresh Time This time is in sync with the NRC Contract Details Contract Number 13792 Region Eastern Tender Owner MTOC apital Location Ottawa Highway 55 Length zi RAQS MERX Qualified Contractor User Guide Page 109 16 Electronic Bidding Itemized Bids 16 1 Itemized Bid Overview An itemized bid details how the summary bid is broken down item by item Approximately 1 500 items for any given contract The total of all of the item amounts on an itemized Bid must equal the total tender amount specified on the related summary bid before the itemized bid can be submitted To create an itemized bid for a contract
63. d Value 1 000 000 Adjustment to Award 4 10 000 Deferred Award Value 3 100 000 Total Value i 910 000 Award A4djustment Deferred Payment Certificate Prime Portion to date fE 910 000 Gross Payment i 910 000 Total Outstanding Work on Hand Current Year i D Award Adjustment Deferred Prime Payment RAQS MERX Qualified Contractor User Guide Page 67 STEP FOUR Select the Save button to save the document or the Save amp New if you wish to save this document and create a new work on hand Save Save amp New Cancel Results A new Work On Hand document is now saved This new document will affect your company s available financial ratings see the Qualification Rating section 7 3 Updating a Work on Hand Document STEP ONE Select the Work on Hand menu item MY PROFILE LOGOUT Sees Work On Hand t Company User Profiles Pe Create Work on Hand Qualification Contractor Registration Forms CRF Contract Number amp Award Value Adjustment A Deferred ni Prime Portion Outstanding a Correspondence 2010 1144 4 580 000 0 0 0 4 580 000 2011 1414 240 000 0 0 0 240 000 20 2 Work On Hand Page 1 of 1 Tender Registration Forms TRF t Bidding t Rating E RAQS Legacy System STEP TWO Select an existing Contract Number that is highlighted Work On Hand Create Work on Hand Contract Number Award Value Adjustment Deferred Pri
64. dding Option MA Company Details Company Name Company Number Address City Country Province State Postal Code Contact Details Title First Name Last Name Corporate Title Phone Fax Email Contract Number Tender Opening Date Tender Opening Time Tender Owner Pall Mall Corporation 20 30219 00 38 Antares Drive Ottawa Canada Ontario K1iT iTi Mr Fall Mall 454 532 5442 452 677 3563 nkwiatko mers com RAQS MERX Qualified Contractor User Guide Close sol245 16 Jan 2012 06 00 4M MTOC apital Page 117 17 Bid Confirmations 17 1 Bid Confirmation Overview A bid confirmation document is a record of a user s itemized or summary bid submission A bid confirmation is generated for every summary and itemized bid submission Note If a user edits and submits the same summary or itemized bid more than once there will be a single bid confirmation 17 2 Viewing your Bid Confirmation s STEP ONE Select the Bid Confirmations menu item t Contract m z meenen Bid Confirmations t Company User Profiles E E ER Gexpand to view filters Mee Contract A A Tatal a Adjusted i Pri me Summary amp ltemized Bids 15 Dec 2011 at is 13791 Summary 5 500 000 9 540 455 MA 09 20 00 AM Bid confirmations 2o i i 20 1 Items Page 1 of 1 t Rating c t RAQS Legacy System STEP TWO Select the Contract Number for the Bid Confirmation you wish to view Bid Co
65. e affairs of Anderson Construction and the information contained in this form is complete and accurate I understand that this information will be used to register this company with the Ministry of Transportation Contractor Registry System I also understand that registration in this system does not guarantee the availability of award of Ministry contracts and hereby waive all claims resulting from system errors or omissions Name John Anderson Position Title D ee President Date 14 Dec 2011 The submission of this form will not be processed until receipt of the Financial Statements within 10 days after submission of this form I Accept I Do Not Accept RAQS MERX Qualified Contractor User Guide Page 52 If your current or previous year s balance sheet does not balance you will receive an error message similar to the following P Total Assets must equal Total Liabilities amp Shareholder s Equity CRF Financial Info Print Reguired Info Save as Draft Delete Submit Cancel lf this occurs continue editing your CRF until the balance sheet is in balance and resubmit the CRF using the Submit button Results After the document is submitted you will see the following message The CRF has been submitted for approval successfully In the CRF View your CRF document will then be listed with the status of Submitted for Approval Contractor Registration Forms Status a Registration Type n Submitted On el Prep
66. e amount that will show RAQS MERX Qualified Contractor User Guide Page 36 up as item 5 on the balance sheet To edit an existing document click on its description in the view To add a new document click Enter a New Row Details of Other Accounts Recervable Item 5 Enter New Row Description of Account a Date Billed rts Address Amount a 132 Fisher Ave 1300 Private Loan 15 Dec 2011 asdfadsf Ontario 25 000 Canada K2E 7W2 Total Other Accounts Receivable 25 000 Less Allowance for Doubtful Accounts 0 Total 25 000 Details of Other Accounts Receivable Form Receivable From Enter the name of the party that the account is receivable from Description Enter a brief description of the account Amount Enter the amount of the account Date Billed Enter the date that the account was billed Address subsection Enter the address information of the party that the account is receivable if from Details of Other Accounts Receivable Item 5 x Receivable From Private Loan Value Item 5 10 000 Date Billed 13 Dec 2011 P Address Address 38 Antares Dr Suite 1000 City Ottawa Country Canada Province State Ontario Postal Code K2E 7V2 XIX 1X1 Save Save amp New Close RAQS MERX Qualified Contractor User Guide Page 37 When you are finished adding or updating the document click Save amp New to save the contract and add a new Other Accounts Receivable document righ
67. ed in the Contract and to complete the work in strict accordance with the Provisions Plans Specifications and Ministry of Transportation Ontario General Conditions of the contract for the Total Tender price set forth in this Summary Bid The bidder expressly Warrants that the prices contained in his tender whether as unit prices or lump sums and whether for transportation or supply of materials or for services are quoted in utmost good faith on his part without collusive arrangement or agreement with any other person or partnership or corporation The bidder expressly represents that he is not party or privy to any deceit tending ta mislead the Ministry into accepting their tender as a truly competitive tender whether to the prejudice injury or benefit of the Ministry THE CONTRACTOR BY THIS TENDER OFFERS TO COMPLETE THIS CONTRACT IN ACCORDANCE WITH THE TERMS CONTA amp INEG HEREIN AND WITH THE TENDER AND ALL ADDENDA ISSUED FOR THIS CONTRACT BY THE MINISTRY OF TRANSPORTATION STEP FIVE To keep track of who submitted the bid from each company users are required to enter their name and job title before submitting a bid Submitted By John rmith Submitted By Title CEO STEP SIX Select the Submit action to submit the Summary Bid Summary Bid Form F The current server time is 10 54 AM Dec i4 2011 Refresh Time This time is in syne with the NRE Note If you submit your summary bid after tender opening had occurred the bid w
68. ed to be created prior to the deactivation of the user profile you wish to deactivate View User Profile Update Reset Password Deactivate Back to List View User Profile User Account Status Active User ID jJanderson2 Role s Bidder Corporate Title Title Ms First Name Jane Initial Last Name Anderson Phone 613 555 5555 Fax 6135 555 5555 Preferred Contact Method HTML Email Email Address janderson merx com Modification History STEP FOUR You will be prompted to confirm if you wish to proceed with the deactivation of the user profile Cancel User Profile IMPORTANT PLEASE READ You have requested to cancel the R4QS MERM contact Mr Joey User Do you wish to continue with the cancellation process Yes Mo RAQS MERX Qualified Contractor User Guide Page 97 14 5 Viewing your User Profile s STEP ONE Select the User Profiles Menu Item User Profiles List Liser Protiles Create User Profile Order Confirmations EQeExpand to view filters Statements Contact Name a User ID Roles Status Credit card James Reimer jreimer Administrator Bidder Financial Tender Active H Qualification 20 i 1 Items Page 1 of 1 Bidding t Rating E RAQS Legacy System STEP TWO Select the User Profile of the user you wish to view User Profiles List FJ Expand to view filters Contact Name ot User ID Role s janderson2 Bidder John Anderson janderson Administrator Bidder Finan
69. eeceseeceneeeees 49 4 4 Submitting your Contractor Registration FOrM seesssessssessseeserersseresressrrresressrersrreesrereseerserrssrees 51 4 5 Deleting your Contractor Registration FOrM ccccsssecccesececesecccscecaencecenececeneceeenscesseecesseceneeeees 54 4 6 Viewing your Contractor Registration FOr sesssssssessrssssessrseesrsrrsessessesesrrssesersessesresessrsesseeeese 55 S OMANI CA UIOVN IR ON sarcairs tie casa do ecnectco A E A 56 5 1 Qualification Rating Overview cccccccsssccccsssecccccesecceceeecceseusececeueeceeeeeceeeeeecessunecessegeeeeetagseeetas 56 5 2 VIEWING your Qualification RATING cccceescccccessecccceseccceeesceeceessececeeneceeeeeceesenecessensecessuneeeeseees 56 6 Tender Registration Form IRF scisckiesccaccssavacswavadassbesiodadadiwed aonsuuede viiesinsiedtains vanendanesedseaatadeden sbanisevewndenen chaos 61 6 1 Tender REGISUPATION OVEl VOW socereSesaccccesandcucnctcssinsctasicetagaueboinnecieuvebenaswaedndeee E 61 6 2 SUN EIS VOUS TR Ferir e apse nna ticaacunaiantener ausssadiegeGenediassbosacee anateceincraresace neater denaweees 61 7 WorkonHand WOH ecrses cerdiserssecccstesicive aalaiva soa aaiantovancieoeasemwapindapacaite ARNEE E EEN 66 7 1 Work on Hand OVER VICW vc rssavereceee sts nes cruises sctnacnagsencantoceaienanunetsinnnsanaiusndeaintansieseacticatisendatnaiansbeedecoeaised 66 7 2 Creating a Work ON Hand DOCUMENL cccccsssccceseccceseceeeececeenceceeececeneceeene
70. eeseeceseeecessueseseneeeeees 66 7 3 Updating a Work ON Hand DOCUIMICI rcaciccwevstcnccadsetsvetasindceniceaepeicsanzedarduceedastcesednosavedsesndsbelasaceutes 68 7 4 Deleting a Work ON Hand Document cccsseccceseccceseecescecaueeceeeeceeencecauecesseeceseecesauecessecesseeees 70 7 5 Viewing a Work on Hand DOCUMENL ccccceseccessceceececeeeeceeseeeeeuceceeeceseececeueceeeeucesseecessueceneness 71 GS Contact PET Ol aCe Rating CPR ercran nna ESER 73 8 1 Contract Performance Rating Overview ssssssseessssrrsesreresrrrresrrreserrresrrresrerrreserresererererreserereseerese 73 8 2 Viewing your Contract Performance Rating S ccccccccssseccccsseceeeesececeesececeeeneecesseecessuneceesenes 73 lt E e aeee 910 EE O E AE NE E E E E O E A EAE EE O E A A 75 9 1 Correspondence OVEFVICW ssccccssecccsscecsececeeecccencecsencecsuececeeceeenececeuecesaneceseneesseacessueecetsneeeeeas 75 RAQS MERX Qualified Contractor User Guide Page 2 9 2 Viewing yo r COT Cs ONO INC Ost rtiartetenciescicrss aacce gence senescent tame enaeienchavenacesaestenudndensa aeiiaaie 75 10 0 ahd a re ner ene ners ee eee ee ce ee ee eee 77 101 CONTIS OV CIVIC WW arara annA NEE EAE EEE 77 10 2 Viewing a Contract Tender Form CTF ssesssssssesssssssnssrresrrresrrrsrererrrnsrrresrrrsrtessrresrersreeereeerereseeens 77 11 BEEMOL AE aT 81 IEL BVO MICU OVSE W aran NEE A A T A 81 IEZ UNO SUNIL IIIS T BITEN y orori E r E eco nesiantsawe ccna
71. efox Version 4 or higher e Chrome Internet Connection You need to have a connection to the Internet in order to use RAQS This connection can be through an Internet Service Provider ISP Please contact a local ISP for details RAQS MERX Qualified Contractor User Guide Page 8 2 Registration Application A contracting company that wishes to qualify to bid on MTO Capital contracts must complete a Registration Application to begin the process Upon receipt of your Registration application the MTO will review your application Supporting information must be sent to MTO as per the instructions on the registration form Step 2 below Once your registration application is approved the system will automatically generate login credentials to allow you to login to the RAQS MERxX application Please see section 2 1 for addition information on login credentials The Registration Application can be completed by following the steps below STEP ONE The Registration Application can be accessed by selecting the Register action on the RAQS MERX home page as seen below MINISTRY HOME RAQS LEGACY MERX FRANCAIS LOGIN REGISTER Registry Appraisal and Qualification System RAQS Contract Bulletin Contracts By Region 5 Year Contract History RAQS Help Desk Hours Of Operation If you have questions or need technical assistance please contact the RAQS Help Desk at 1 800 964 6379 Monday to Friday 8 30 a m to 5 00 p m Easter
72. egistration Type Submitted On Prepared By Draft First Time Application Not yet submitted janderson Number of Forms 1 RAQS MERX Qualified Contractor User Guide Page 50 4 4 Submitting your Contractor Registration Form STEP ONE Open the CRF View Select the Contractor Registration Form menu item Contracts Contract Bulletin Company User Profiles NOTE To view Regional Contracts access the RAQS Legacy System Qualification Contractor Registration Forms CRF Information Posted in last 7 Calendar Days mE Correspondence Contrat No Contract Type Document Type Region He Tender Opening Date n Work on Hand WOH E 13791 MTO Capital Extension of Time Northeastern 14 Dec 2011 at 09 20 00 AM Tender Registration Forms TRF V 13791 MTO Capital Capital Contract Northeastern 14 Dec 2011 at 09 20 00 AM Bidding g 13792 MTO Capital Capital Contract Eastern 15 Dec 2011 at 09 20 00 AM Rating g 2011 4040 MTO Capital Capital Contract Eastern 18 Dec 2011 at 12 00 00 AM E RAQS Legacy system g 2011 4043 MTO Capital Capital Contract Eastern 15 Dec 2011 at 12 00 00 AM STEP TWO Open the CRF document Select the document in the Status column highlighted in blue to open the document Contractor Registration Forms Status n Registration Type ze Submitted On ne Prepared By Draft First Time Application Not yet submitted janderson STEP THREE Submit the CRF document Selec
73. eir summary bid and the running total of their itemized bid Depending on the Bid Form the user may need to select the Bidding Option Bid Information Summary Bid Total Tender Itemized Bid Total Tender Bidding Option Save as Draft Cancel 670 000 00 Contract Number 13792 0 00 Tender Opening Date 15 Dec 7011 Tender Opening Time 09 20 4M B v Tender Owner MTOCaptital Select Bidding Option E i The invoice information section contains the contact information the MTO will use to contact the user in regards to the itemized bid submission Invoicing Address Address Suite City Country Province State Postal Code GST Number Copy from Company 36 Antares Drivs ttan a canas o M ontario D kiT iTi KLS Led 59874565 The item list will contain the bid items for the contract specified in the Bid Information section Users will have to enter a dollar value in each line before submitting the itemized bid to the MTO The line total is computed automatically based on the quantity and the entered unit price Item Spec Code A B Item Description Unit by Unit Price Total 1 0206 0010 Earth Excavation Grading each 200 546 109 600 00 2 0306 0010 Tack Coat each 300 66 19 500 00 a 0313 1375 Superpave 12 5 FOZ each 400 54 21 600 00 4 0313 1376 Superpave 19 0 each 300 12 6 000 00 5 o314 0071 Granular A each 100 588 58 800 00 6 031
74. either Audited or Review Engagement Audited indicates that the financial statements are prepared in accordance with generally accepted accounting principles A Review Engagement has a smaller scope than Audited and therefore the level of assurance provided is lower Submitting a Review Engagement limits the Financial Basic Rating of a Contractor Type of Financial Statement s Audited Review Engagement Submitted If the Application Type field is set to Non Financial Review the Request to Review Experience Restriction field is visible Check this field if your company wants the MTO to use this Non Financial Review to review any experience restrictions currently in effect against your company Request to Review Experience Restriction L Once you ve completed the Application Type details select the Continue button on the top right corner to proceed to the next screen Results You will be presented with the following message wu Please submit your audited financial statements to MTO for completion and approval of the Interim CRF Application RAQS MERX Qualified Contractor User Guide Page 21 STEP FOUR Complete the Contractor Registration Form The CRF has been divided into two tabs Business and Personnel and Financial Info as seen in the screen shot below Each section will be shown and will provide details Fields marked with a blue arrow must be completed before this CRF can be submitted to the MTO for appr
75. ence level performance reviews and the financial health of a company the construction office will assign contractors ratings that will govern the projects that can be bid on RAQS MERX Qualified Contractor User Guide Page 4 Electronic Bidding Registered RAQS users submit their MTO Capital contract bids online The RAQS application holds the bids in a highly secure database and MTO opens them all at the time of tender opening Improved User Interface The new RAQS MERX application will use common features throughout the site These features are detailed below Collapsing Expanding of menus To simplify navigation and to enable the user to view more or less information per page the arrows will be used consistently throughout the menus and forms The arrow pointing to the right indicates to the user that the section can be expanded there is more information to view within this menu item or form The arrow pointing down indicates to the user that the section is expanded and can be collapsed to view less information in this section Modification History A modification history will be displayed at the bottom of forms where a change is recorded The audit trail will display the user id of the contractor or of the MTO staff that performed the action The date and time will also be displayed in the following format Date DD MMM YEAR Time HH MM SS An example of a modification history is shown below Modification History e
76. etails of Land Section Opening and clicking the Remove action can delete Land documents Save Save amp New Remove Close RAQS MERX Qualified Contractor User Guide Page 39 Equipment Information Section This section contains general information about your company s equipment Answer each question as accurately as possible Equipment Information Do you have the necessary equipment to perform anticipated job total work ves Mo program If No how much will you be spending on equipment in the next year 0 Will you require financing C yes No Report the value of any Liens or Encumbrances not included in the Financial 0 Statements 5 Details of Equipment Item 15 Section This section contains a view of documents detailing your company s equipment Details of Equipment documents can be created updated and deleted from this section The total purchase price and depreciated value of all equipment is listed at the bottom of the view To edit an existing document click on its description in the view To add a new document click Enter a New Row Details of qupment Item 15 Enter New Row 3 r AR i Deprecated Equipment Description a Purchase Prca Equipment Value ather Major tems Speched Bacup Generators 702 635 000 632 37 5C0 Total 702 535 000 632 371 500 If you have worked with a consultant in the past 3 years please provide refeences Details of Equipment For
77. for the user to create a TRF Tender Registration Forms TRF Create TRF FJ Expand to wiew filters ards a 7 PSP a Contract No a Company Name a ee os au EELA ki Status 04 Jan 2012 at Ei 2012 0104 Anderson Construction Ltd MTOcCapital Approved 03 13 12 PM 20 1 Items Page 1 of 1 STEP THREE Complete the TRF Select the Contract Number from the drop down selection for which you wish to submit a TRF Contract Selection Contract Select Contract ee co nen MTOCapital 10jan2012daniela MTOCapital 2010 5106 MTOCapital 2011 4036 MTOCapital 2012 1313 Bid Type Select Bid Type Tender Registration Details The Contract Details will be populated automatically once the Contract Number is selected RAQS MERX Qualified Contractor User Guide Page 62 Contract Selection Contract mMTOCapital 2010 5106 Contract Details Contract Number 2010 5106 Region Northeastern Tender Owner MTOCapital Location HUNTSVILLE Highway 69 Length 18 OMS Declaration No Option A or B bidding Mo Contract Description test Contract Dates Tender Advertise 06 Jan 2012 Tender Opening 30 Jan 2012 at 12 00 00 4M TRF Submission Opening 06 Jan 2012 TRF Submission Closing 26 Jan 2012 at 12 00 00 PM Select a Bid Type You may not have access to create certain bid types ex if you have no associated companies you will be unable to select Parent Subsidiary Tender Registration Detail
78. g Compiled 11 Oct 2011 Basic Contract Performance Rating Date Contractor 30 Hoy 2011 Date Contractor Nea Aocepted 4opealed Rating Details Rating Attribute Rating Guality 65 00 Safety 14 00 Timeliness 13 00 Contract Execution 6 00 Contract Performance Rating 90 00 RAQS MERX Qualified Contractor User Guide Page 74 9 Correspondence 9 1 Correspondence Overview The MTO may contact contractors from time to time through the RAQS MERX application This will be done when the contractors Adjusted Rating Form has been finalized The contractor will receive an email notification advising them to go view their correspondence online 9 2 Viewing your Correspondence STEP ONE Select the Correspondence menu item Contracts Correspondence t Company User Profiles l R Creation Date aa Qualification ar MY PROFILE LOGOUT Subject 11 Jan 2017 Contractor Registration Forms CRF Notice of Contractor s Basic and Adjusted Ratings 11 Jan 2012 20 1 Items Page 1 of 1 Work on Hand WOH Tender Registration Forms TRF t Bidding t Rating E RAQS Legacy System STEP TWO Select the date of the correspondence you wish to view Correspondence Creation Date ai wr Subject 1i Jan 2012 Notice of Contractor s Basic and Adjusted Ratings 11 Jan 2012 20 1 Items Page 1 of 1 RAQS MERX Qualified Contractor User Guide Page 75 STEP THREE View the Correspondence Corresponde
79. gs Status 17 Dec 2011 at 13794 Submitted 03 27 00 PM 18 Dec 2011 at 2011 4040 Submitted 12 00 00 AM 20 7 Summary Summary Total a Adjusted d Price z r Tender Total Tender Proposal No Bid N A N A No Bid N A N A 2 Items Page 1 of 1 STEP THREE Select Create Itemized Bid to begin the itemized bid process A contractor cannot create an itemized bid until 24 hours prior to tender opening A draft will be saved if the itemized bid is submitted prior to tender opening Once the tender has opened a Submit button will be available for the itemized bid Contracts te Company User Profiles t Qualification Summary amp ltamized Bids Bid Confirmations t Rating t RAQS Legacy System Summary Bid Form F The current server time is 11 08 4M Dec 14 2011 This time is in sync with the WRC Contract Details Contract Number 13792 Region Eastern Location Ottawa Length 2i OMS Declaration Mo Contract Description Contract Contract Dates Tender Advertise Tender Opening TRF Submission Opening TRF Submission Closing Create Itemized Bid Update Back to List Refresh Time Tender Owner Highway Option 4 or B bidding 12 Dec 2011 15 Dec 2011 at 09 20 00 AM 12 Dec 2011 15 Dec 2011 at 09 19 00 AM MTOCapital 55 RAQS MERX Qualified Contractor User Guide Page 111 STEP FOUR Complete the Itemized Bid The bid information section will allow users to see the total of th
80. icipality you will be prompted to select a municipality from the drop down list If you select Other you will be prompted to specify other Contract Number Enter the contract number for which you are creating a WOH document Award Value Enter the award value of the contract to the nearest dollar Adjustment to Award Enter any adjustments to the award value if necessary Deferred Award Value Enter any deferred portion of the award if necessary Total Value This field is not editable and automatically computes based on the following Award Value plus Adjustment to Award Value minus Deferred Award Value Payment Certificate Prime Portion to date This field indicates how much of the award value of this contract that your company has been paid to date Gross Payment This field is not editable and automatically computes the total of the Payment Certificate Prime Portion to date and the Payment Certificate Sub Portion to date fields Total Outstanding Work on Hand This field is not editable and automatically computes the total dollar value of this Work On Hand document The formula is as follows Award Value plus Adjustment to Award Value minus Deferred Award Value minus Payment Certificate Prime Portion to date Contractor Work on Hand Table Save Save amp New Cancel Contractor Work on Hand Table Company Number s0 14440 00 Date 15 Dec 2011 Contract Description Tender Owner MTOCapital Contract Number 13792 Awar
81. ighway 417 Repairs Company Name City of Ottawa Contact Name Joe Fraser Tender Price 1 000 000 Address Address 3214 Carling Ave Suite City Ottawa Country Canada Province State Ontario Postal Code EZE 7W2 MIX 1X1 Phone 613 555 9304 ext 7465 Project 2 of 3 Project 3 of 3 Current Project Experience Section This section describes your company s three largest contracts currently in progress Click on the minus to minimize the section or the plus to expand the section Project Name Enter the name of each project Company Name Enter the name of the company for which each project is being undertaken Contact Name Enter a contact name and phone number for each company Contract Price Enter the dollar value of each project Complete Enter the percentage of completion of each project Address Enter the address of each company as well as the phone number RAQS MERX Qualified Contractor User Guide Page 27 Current Project Experience List the three largest contracts currently in progress with completed Project 1 of 3 Project Name Hwy 417 Bridge Repair Company Name MTO Contact Name l Tender Price 1 500 000 Complete ao Address Address 15 St Paul Street Suite 2200 City Toronto Country Canada Province State Ontario Y Postal Code K2H ORG MIX 1X1 Phone 905 555 6734 ext 943 Project 2 of 3 Consultant Experience Section This section on
82. ill not be considered in the tendering of this contract Your previous submission if one exists will be used in the competition process RAQS MERX Qualified Contractor User Guide Page 103 STEP SEVEN The user will be presented with a Confirmation message ly The Summary Bid has been submitted successfully 15 3 Submitting a Design and Build DB form New functionality is now available for the Design and Build DB Summary Bid forms Users will be able to attach the proposal document to the summary bid form Follow Steps one to three above STEP FOUR Complete the Summary Bid The server time will be displayed at the top of the form Bids must be received before tender opening date time to be considered Note The tender opening time is based on the server time not the time on the user s computer The current server time is 10 54 AM Dec i4 2011 Refresh Time This time is in sync with the NRC The Contract Details Contract Description and Contract Dates sections detail information about the contract Be sure that you are aware of all of the addenda for this contract by reading the Number of Addenda field in the Contract Addenda section Contract Details Contract Number 13792 Region Eastern Tender Owner MT Capital Location Ottawa Highway 55 Length zi OMS Declaration No ption or B bidding Yes Contract Description Contract Contract Dates Tender Advertise 14 Dec 2011 Tender Opening 17 Dec 2011 at
83. ist Contract Details Contract Number 13794 Region Eastern Tender Owner MTO Capital Location Ottawa Highway 55 STEP FOUR Complete the Summary Bid The server time will be displayed at the top of the form Bids must be received before tender opening date time to be considered Note The tender opening time is based on the server time not the time on the user s computer The current server time is 10 54 AM Dec i4 2011 Refresh Time This time is in sync with the NRC The Contract Details Contract Description and Contract Dates sections detail information about the contract Be sure that you are aware of all of the addenda for this contract by reading the Number of Addenda field in the Contract Addenda section RAQS MERX Qualified Contractor User Guide Page 101 Contract Details Contract Number 13792 Region Eastern Location Ottawa Length zi OMS Declaration Ho Contract Description Contract Contract Dates Tender Advertise Tender Opening TRF Submission Opening TRF Submission Closing Contract Addenda Number of Addenda Last addenda Issued Tender Owner Highway Option 4 or B bidding 14 Dec 2011 L Dec 2011 at O9 20 00 4M 14 Dec 2011 1 Dec 2011 at 09 19 00 4M M A MTOCapital 55 Yes The Company Details section will provide company information while the Contact Details will detail the current logged in user information Company Details Company Name Company Number Address Ci
84. istration will not be processed until your Registration Application has been approved by the MTO Credit Card Information Cardholder Name Credit Card Please do not leave any spaces between numbers Expiration Month o1 fl 2012 Visa I Expiration Year Card Type STEP NINE Select the Submit action to send your Registration Application to the MTO Previous Step Submit RAQS MERX Qualified Contractor User Guide Page 11 Result You will be presented with a confirmation message that your Registration Application was submitted successfully 2 1 UserID amp Password The primary contact of each qualified company will be assigned a personal user id with all four roles Administrator Financial Tender and Bidder The Administrator will have the responsibility to create new contacts and assign roles as required for each contact before the system is used The user id is system generated upon approval and successful credit card processing of the annual fee There will be no fees collected on the credit card until the application is approved by the Ministry s Qualifications Office The format of the User ID contains three components Example User IDs e jsmith e kanderson The system will generate the USER ID based on the contact name provided in the Contact Information Portion of the Registration Application Form Component Format Single character lowercase First Letter This component re
85. links and menu items to get a feel for how the interface works RAQS MERX Qualified Contractor User Guide Page 17 4 Company Registration 4 1 Company Registration Overview In order for a contractor to get an MTO financial rating pre register to bid on contracts and bid on contracts they must first have an approved Contractor Registration Form CRF This is a very large document that contains information such as balance sheet figures contact information banking information etc When a company initially receives its MTO User IDs and passwords creating a CRF document is one of the first tasks that should be completed A new CRF can be created saved in draft form and edited as needed until it is ready to be submitted to the MTO for approval Once a CRF is submitted for approval it becomes non editable and the MTO begins a review of the document Once a CRF is approved the company is given a qualification rating in one or more Classifications of Work see the Qualification Rating section 5 of this document and they can begin to pre register to bid on contracts CRF documents must also be renewed annually by creating and submitting a new CRF with up to date information It is important to note that contractors with the F financial role must login with their User ID and password to create view update or delete their CRF documents 4 2 Creating your Contractor Registration Form CRF The creation of a CRF is an important task
86. listed amounts is automatically calculated at the bottom of the view Net Profit Loss After Taxes Amounts entered should equal those amounts shown on the financial statement Gross Revenue checked against Income Statement Indicate if the Gross Revenue has been checked against your company s income statement Checked by If Gross Revenue checked against Income Statement is checked This field is visible Enter the name of the person who performed the check To edit an existing document click on its Payable To value in the view To add a new document click Add a New Row RAQS MERX Qualified Contractor User Guide Page 47 Enter New Row Fi 1 ra Contract Number Awarded by Owner Award Value Award Date pennen ail SEE Complete Received 2014 1013 Muncipality of Hamilton 750 000 29 Nov 2011 45 325 000 Total 325 000 Net Profit Loss After Taxes 5 0 Gross Revenue checked against Income Statement Gross Revenue Form Enter the Owner Contract Number Award Value Award Date Percentage Complete and Amount Received for the contract related to this Gross Revenue Gross Revenue Awarded by Owner Muncipality of Hamilton Contract Number 2011 1013 Award Value 750 000 Award Date 29 Nov 2011 Fal Percent Complete 45 E Amount Received EES Save Save amp New Close When you are finished adding or updating the document click Save amp New to save it
87. ly needs to be completed if this is a First Time Application Identify Engineering Consultants you are working with or have worked with in the past Click on the minus to minimize the section or the plus to expand the section Project Name Enter the name of the project Company Name Enter the name of each reference s company Contact Name Enter a name and phone number for each reference Address Enter the address of each reference as well as the phone number Consultant Experience If you have worked with a consultant in the past 3 years please provide references Project 1 of 3 Project Name Ramp Resurfacing Hwy Company Name Kavanagh Construction Contact Name Joe Kavanagh Address Address 3394 Richmond Rd Suite City Ottawa Country Canada r Province State onta ria Postal Code KDE 7V2 XiX 1X4 Phone 613 555 4576 ext 9987 Project 2 of 3 RAQS MERX Qualified Contractor User Guide Page 28 Key Personnel Section Use this section to add remove view and update key personnel information Each key person is listed along with their expertise and resume if applicable Click on a name to update that individual or click on Create amp Add New User if you are adding new key personnel If you wish to add key personnel from the user list that has login credentials select the Add from User List button Key Personne Create amp Add New User Add From User List
88. m Select the type of equipment with the Equipment Type field If Other Major Items Specified is chosen enter a description in the Specified Items field Using the appropriate row based on the year of purchase enter the number of items and the total original cost of the items The depreciated value of the items will be automatically calculated in the last column The Total Cost of Line Item s and Depreciated Equipment Value columns are automatically totaled at the bottom of the form and these values will be shown on Details of Equipment Section after this document is saved RAQS MERX Qualified Contractor User Guide Page 40 Details of Equipment Item 15 x Equipment Type a Other Major Items Specified Specified Items Backup Generators Note Contractors must maintain an itemized list of equipment used in the equipment table Year of Number of Total Cost of a Depreciated Purchase Items Line Item s Depreciation Equipment Value 2011 0 J 0 10 0 2010 0 0 10 0 2009 2 75 000 20 60 000 EE o 0 30 0 2007 o ko 40 0 2006 0 0 50 0 E 0 60 0 subtotal 75 000 Total 60 000 Save Save amp New Close When you are finished adding or updating the document click Save amp New to save the Equipment and add a new Equipment document right away OR click Save to save the Equipment and return to the Details of Equipment
89. me Portion Outstanding lt 4 580 000 0 0 0 4 580 000 2011 1414 240 000 0 0 0 240 000 20 2 Work On Hand Page 1 of 1 RAQS MERX Qualified Contractor User Guide Page 68 STEP THREE Select the Update button and make the necessary changes to any field as required Contractor Work on Hand Table Delete Back to List Contractor Work on Hand Table Company Number 50 24180 00 Date 11 Jan 2012 Contract Description Bridge Work Tender Owner MTOCapital Contract Number 2010 1144 Award Value 4 580 000 Adjustment to Award 0 Deferred Award Value 0 Total Value 4 580 000 Award Adjustment Deferred Payment Certificate Prime Portion to date 0 Gross Payment 0 Total Outstanding Work on Hand Current Year 4 580 000 Award Adjustment Deferred Prime Payment Modification History Entered by pmason on 11 Jan 2012 at 01 18 19 PM Last modified by 5 01 STEP FOUR Select the Save button to save the document or the Save amp New if you wish to save this document and create a new work on hand Save Save amp New Cancel RAQS MERX Qualified Contractor User Guide Page 69 7 4 Deleting a Work on Hand Document When you have completed a contract and it is no longer considered work in progress the work on hand document can be deleted by following these steps STEP ONE Select the Work on Hand menu item MY ii ii Sen Work On Hand Company User Profiles fificabe Create Work on
90. n 12 Months Item 26 5 684 Liens Notes Mortgages amp Other Secured 10 000 Liabilities Item 27 Comments fa Save Save amp New Close When you are finished adding or updating the document click Save amp New to save it and add a new document right away OR click Save to save it and return to the Lien Notes Mortgages and Other Secured Liabilities Section Opening and clicking the Remove action can delete documents Save Save amp New Remove Close Unsecured Liabilities to Employees Directors and Shareholders Items 26 28 Section This section contains a view of documents detailing your company s unsecured liabilities to employees directors and shareholders Documents can be created updated and deleted from this section The totals for Portion Due Within 12 Months this total is added to item 26 on the balance sheet and Other Unsecured Liabilities this total is used to populate item 28 on the balance sheet are automatically calculated at the bottom of the view To edit an existing document click on its Payable To value in the view To add a new document click Add a New Row RAQS MERX Qualified Contractor User Guide Page 43 Unsecured Liatimes te Emmoyees Directora and Snaremolders items 26 20 Enter New Row Param Dus eee Pea Oe Porton z Payable To Details ihn Liabilities 2 sarc Deferred Item 26 tenn 28 Lynn Kavanagh anit ad 3 607
91. n Standard Time or via email to rags merx com Qualification Forms Guides amp Procedures Construction Documents Whats New in RAOS Road Talk t Service Provider t Municipality F Help STEP TWO The user must complete the Registration Application The first step is to select the type of application they wish to complete Selecting the radio button next to Rated Qualified Contractor will allow the applicant access to complete a Contractor Registration Form CRF online to obtain a financial rating Once the CRF is approved a contractor will be permitted to submit bids on qualified contracts in accordance with the Qualification Procedures for Contractors and the Instruction to Tenderers Selecting the radio button next to Non Qualified Contractor will allow the applicant access to a non qualified Contractor Registration Form NQ CRF Once the NQ CREF is approved a Non Qualified Contractor will be permitted to download documents Municipalities and Service Providers can register as Non Qualified Contractors to view Capital Contract postings RAQS MERX Qualified Contractor User Guide Page 9 Application What is tees ak i gt L Type of Application Rated Qualified Contractor W Non Rated Non Qualified Contractor If you are a Service Provider or Municipality please click here to access the RAQS legacy system Applicants must be able to provide a copy of either a Master License or Articles of Incor
92. n existing or outstanding Bid Enquiry a contractor can go to the Bid Enquiries section of a CIF RAQS MERX Qualified Contractor User Guide Page 84 Outstanding Bid Enquiry Bid Enquiries a Bid Enquiry Number Subject Type Enguiry Date S Be 13792 002 User eneral 14 Dec 2011 at 03 16 03 PM Conditions An outstanding bid enquiry will display Outstanding in the Response Details section View Enquiry BE 13792 002 Back To CTF Contract Details Contract Number 13792 Region Eastern Tender Owner MTOC apital Location Ottawa Highway 55 Length zi OMS Declaration No Option A or B bidding Yes Contract Description Contract Contract Dates Tender Advertise 12 Dec 2011 Tender Opening 15 Dec 7011 at 09 20 00 AM TRF Submission Opening 12 Dec 2011 TRF Submission Closing 15 Dec 2011 at 09 19 00 AM Enquiry Details Enguiry Date 14 Dec 2011 at 03 16 03 PM Type General Conditions Subject User Enquiry Who s responsibility will it be to enforce safety regulations and guidelines Response Details Response Status Outstanding Modification History Entered by nkwiathowski on 14 Dec 2011 at 03 16 03 PM Last modified by nkwiatkowski on L4 Dec 2011 at 02 16 03 PM RAQS MERX Qualified Contractor User Guide Page 85 Completed Bid Enquiry Response by MTO Bid Enquiries Bid Enguiry Number Subject Type Enquiry Date y BE 13792 002 User penea 14 Dec 2011 at 03 16 03 PM Conditians Contracts View Enquiry
93. nce Back to List Ministry of Transportation Provincial Highways Management Division P Ea Construction Office Ontario Qualification Control 301 St Paul Street 7nd Floor St Catharines ON LRZ R4 Tel 905 704 2134 Fax 905 704 2040 15 Dec 2011 T 20 14440 00 Kessell Construction 38 Antares Drive Ottawa Ontario Canada KIT 1T1L Attn Mick Kwiatkowski Mazem Kadri RAQS MERX Qualified Contractor User Guide Page 76 10 Contracts 10 1 Contracts Overview Contract Tender Forms CTFs contain information relating to a contract that is owned by the MTO Capital entity In the Contract Bulletin a CTF can be in one of the following states A_Tender Under Call is a contract that is Advertised and the tender Opening Date has not yet passed Contracts in this state can be found in the Tenders Under Call section of the Contract Bulletin An Open Bid CTF is a contract where the bids have been published but where the contract has not yet been awarded Contracts in this state can be found in the Open Bids section of the Contract Bulletin An_Awarded contract is a contract where a bidder was selected to complete the work Contracts in this state can be found in the Awarded in Last 30 Day section of the Contract Bulletin or by clicking on the 5 Year Contract History menu link A Completed contract signifies that the work has been completed on the awarded contract Contracts in this state can
94. nd gt 0 0 MTO Maximum Workload Rating Note This rating can only be imposed by the QC Committee Classification of Work Penalty AENEA sicher nue gases M EL Electrical 0 0 0 m GM General Maintenance 0 0 0 e GR General Road 0 0 0 IY C Structural Coating 0 0 0 M Structure 0 0 0 RAQS MERX Qualified Contractor User Guide Page 59 The Rating In Effect section at the bottom of the document lists your current MTO Rating for each Classification of Work e The Available Rating column lists your company s available rating for each Classification of Work e The Rating Type column indicates for each Classification of Work whether your Financial Rating or Maximum Workload Rating is in effect Rating In Effect at Your MTO Financial Rating is currently in effect In Effect Classification of Work Available Rating Rating Type EL Electrical 0 0 GM General Maintenance 0 0 a GR General Road 0 0 M SC Structural Coating 0 0 a S Structure 0 0 RAQS MERX Qualified Contractor User Guide Page 60 6 Tender Registration Form TRF NOTE This section applies only to contractors with approved CRF documents See the Company Registration section 4 for more information on CRF documents 6 1 Tender Registration Overview Qualified contractors must pre qualify to bid on contracts within RAQS This is done by creating a Tender Registration Form TRF
95. nding If you select Yes another text field will appear directly below where you must explain the situation fully Litigation Is your organization currently involved in any litigation yes No If Yes please explain fully Liens Use this section to describe any liens your company currently has outstanding If you select Yes another text field will appear directly below where you must explain the situation fully eee Do you have any construction liens currently yes ino outstanding Large Project Experience Section This section describes the three largest contracts completed by your company in the last three years and is only required if the Application Type is First Time Application or Non Financial Review Click on the minus to minimize the section or the plus to expand the section Project Name Enter the name of each project Company Name Enter the name of the company for which each project was completed Contact Name Enter a contact name and phone number for each company Tender Price Enter the dollar value of each project Address Enter the address of each company as well as the phone number RAQS MERX Qualified Contractor User Guide Page 26 Large Project Experience List the three largest contracts completed by your company in the last 3 years This is only required for first time submission or when requesting an experience review Project 1 of 3 Project Name H
96. nfirmations SExpand to view filters Contract fe Total at Adjusted Frice Tender 0 s y Y Number e e Ae Frpe Tender Total Tender Proposal 15 Dec 2011 at 13791 A STOIAN Summary 8 500 000 6 540 455 M A 20 v 1 Items Page 1 of 1 RAQS MERX Qualified Contractor User Guide Page 118 STEP THREE View the Summary Bid or Itemized Bid Confirmation Summary Bid Confirmation Contract Information Contract Number 13791 Tender Owner MTO Capital Region Northeastern Highway 116 Description Contract Company Information Company Mame Company ID Current Summary Bid Information Bid Date Bid Time Total Tender Adjusted Total Tender Modification History Tender Opening Date 15 Dec 7011 Tender Opening Time O9 20 AM Reimer Enterprises 30 10420 00 13 Dec 2011 03 25 AM 5 500 000 00 5 540 455 00 Entered byjreimer on 13 Dec 2011 at 09 25 09 AM Last modified by jreimer on 13 Dec 2011 at 09 25 09 AM Back to List RAQS MERX Qualified Contractor User Guide Page 119
97. not editable this name can only be changed by contacting the MTO directly Company Information Company Name Anderson Construction Ltd Address Address o 321 Fisher Ave Suite 1000 City Ottawa Country D Canada r Province State D Ontario r Postal Code KZE 7v2 MIX 1X1 Business Information Section This section contains some general information about your business Corporate Number Enter your company s corporate number Jurisdiction Select your company s jurisdiction In Business Since Enter the date that your company was founded International Experience Indicate whether or not your company has performed work Internationally Number of Full Time Employees Enter the number of full time employees at your company Number of Seasonal Employees Enter the number of seasonal employees at your company Single Job Enter the maximum size of a single contract in dollars that you feel your company can undertake at any given time Total Work Program Enter the maximum total work in dollars that you feel your company can undertake at any given time Business Information Corporate Number 85245613 Jurisdiction D Ontario In Business Since 31 May 2001 at International 9 ves No Number of Full Oo 79 PENENT Number of 13 Time Employees Seasonal Employees What size Projects and Backlog do you feel your organization can undertake at any point in time Single
98. ntered by glevac on 25 Mar 2010 at 03 I 7 4554 E aan i i 7 hal A074 L se a af Ch fi ast modified by sritchie on 25 Mar 2010 at 03 55 00 PM General Timeout When a user is logged in the system the system will terminate the session automatically after 20 minutes of inactivity Mandatory Fields When data entry is required by the user the system flags the mandatory fields by displaying the associated label in bold and pre pending the entry field by a blue arrow If the user attempts to proceeds to the next step of the process without properly filling out all mandatory fields on the form the system will display a warning page listing the incorrect fields RAQS MERX Qualified Contractor User Guide Page 5 Opening Documents A document is a form that will open when a link is clicked In the RAQS application a link will be highlighted in blue To open a document from a view move the mouse over the document until the item becomes underlined and select the document Contract No lt Contract Type Document Type Region a Tender Opening Date a G 1101 MTOCapittal Capital Contract Northeastern 09 Dec 2011 at 11 30 00 AM 1102 MTOCapital Capital Contract Eastern 14 Dec 2011 at 12 00 00 PM Using Categories Clicking the collapses all categories and subcategories within the view Open Bids Contract No gt Contract Type Document Type Region Tender Opening Date ma Q 1001 MTOCapital Capital Contract No
99. ntracts The Administrator role has the ability to create user profiles and assign roles accordingly Only an Administrator can update the roles of other users 14 2 Creating a User Profile STEP ONE Select the User Profiles Menu Item Only a user with an Administrator role can create user profiles H Contracts User Profiles List Company User Profiles Create User Profile Order Confirmations 9 eExpand to view filters Statements Contact Name 5 User ID Rolets Status Credit Card James Reimer Jreimer Administrator Bidder Financial Tender Active t Qualification 20 1 Items Page 1 of 1 t Bidding t Rating E RAQS Legacy System RAQS MERX Qualified Contractor User Guide Page 92 STEP TWO Select the Create User Profile button User Profiles List Create User Profile SExpand to view filters Contact Name S UserID Role s Status James Reimer jreimer Administrator Bidder Financial Tender Active 20 w 1 Items Page 1 of 1 STEP THREE Complete the user profile Select the role s for the user Fields marked with a blue arrow must be completed before submitting the form Create User Profile Create Cancel Create User Profile Role s administrator Choose the Roles C tender that the user should C Bidder shea Financial Corporate Title Title D mr wl First Name 2 pee Initial Last Name User Phone 555 555 5555 ext Fax
100. ny what the associated company is to your company Ownership If the relationship type is common ownership this field is visible Enter the percentage of the common ownership Relationship Common Ownership 51 and more Ownership 29 of Enter the type of business that the associated company is in Business Type Electrical lf the relationship type is Parent Division Branch or Common Ownership the Has this company Applied for a Rating field is visible Select Yes or No to indicate if the associated company has applied for a rating with the MTO Has this company Applied for a Rating i If the relationship type is Subsidiary the Memorandum of Agreement field is visible Select Yes or No to indicate if a Memorandum of Agreement has been completed for this subsidiary The Parent company must complete a Memorandum of Agreement in order to be eligible to have tenders accepted in the name of subsidiary companies Memorandum of Agreement O Yes No If the relationship type is Subsidiary and the Memorandum of Agreement field is set to Yes OR the relationship type is Division Branch and the Has this company Applied for a Rating field is set to Yes the Company ID field is visible and is automatically computed based on your company s Company ID Company ID 50 10258 00 If the relationship type is Parent or Common Ownership and the Has this company Applied for a Rating field is set to
101. o your request or will direct your call or email to the appropriate MTO section The RAQS Help Desk is operational Monday to Friday from 8 00AM to 5 00PM Eastern Time excluding public holidays You can also reach us by email at rags merx com RAQS MERX Qualified Contractor User Guide Page 13 3 Logging into RAQS 3 1 Logging in STEP ONE Access the RAQS Public Site at www raqs merx com be Ontario MINISTRY OF TRANSPORTATION R A Q S Clicking on the Ministry Clicking on RAQS Legacy will direct you to Home link will take you the legacy RAQS web site to access Click on the Login button to login to your account or click on Register to complete your Registration Application to RAQS to the Government of Regional and Municipal contracts Ontario home page MINISTRY HOME RAQS LEGACY MERX FRANCAIS LOGIN REGISTER Registry Appraisal and Qualification System RAQS Contract Bulletin Contracts By Region RAQS Help Desk Hours Of Operation 5 Year Contract Hist If you have questions or need technical assistance please contact the RAQS Help Desk at 1 800 964 6379 Monday to ear Contac rustory Friday 8 30 a m to 5 00 p m Eastern Standard Time or via email to raqs merx com Qualification Forms Guides amp No Announcement Found Procedures Construction Documents Clicking on the MERX link will bring you What s New in RAQS to the MERX home page Road Talk gt Service Provider gt Muni
102. ole Users who are assigned this role will have access to create and view documents that contain company financial information Tender role Users who are assigned the Tender role will have access to view and register to bid on MTO Capital Contracts Bidder role Users who are assigned this role will have access to electronically bid on MTO Capital Contracts Administrator role Users who are assigned this role will have access to create and assign roles as required to users within the company 2 2 Confidentiality and Security Encryption RAQS supports versions of Microsoft Internet Explorer Mozilla Firefox and Google Chrome browsers that use 128 bit encryption Encryption is a means of scrambling information for transmission in this case between your PC and the RAQS MERxX servers Information that is encrypted at one end is decrypted decoded upon receipt at the other end Protect Yourself Ensure you protect the privacy of your information by not revealing your password to anyone else In addition when you leave your PC after completing activities in an encrypted area of the site you should delete temporary Internet files Please keep in mind that messages you send to us by email are sent outside RAQS MERxX and are not encrypted 2 3 Help Desk Contact Information If you experience any problems when using the RAQS MERxX application or have any questions please contact the RAQS Help Desk at 1 800 964 6379 MERX will respond t
103. olumn Refer to section 13 for more information on ordering documents Documents Type Date Filename Link Contract Plans 14 Dec 2011 at 09 53 16 4M Normal Electronicl Test pdt Download a a el Plan Takers List The Plan Takers List details all of the companies who have ordered the documents for a contract As soon as a company s order is processed their name will be added to this list Plan Takers List Company Name Oddress Kessell Corporation 36 Antares Drive Ottawa Ontario Canada KLT 1T1 Reimer Enterprises 36 Antares Drive Ottawa Ontario Canada K1T 1T1 Bid Information The Bid Information contains all of the companies who submitted a bid on a contract with their corresponding Total Tender and Adjusted Tender amounts This section is only available after the bids for the contract have been published Bid Information Total Adjusted Company ddress Total Terder Tender Reimer Enterprises 36 Antares Drive Ottawa Ontario Canada K1T 1T1 820 000 00 820 689 00 Bid Enquiries The Bid Enquiry section contains the bid enquiries submitted for a contract Users can open an enquiry by clicking on the Bid Enquiry Number Bid Enquiries Bid Enguiry Number Subject Type Enquiry Date g BE 13792 002 User Beira 14 Dec 2011 at 03 16 03 PM Conditions RAQS MERX Qualified Contractor User Guide Page 80 11 Bid Enquiry 11 1 Bid Enquiry Overview A Bid Enquiry is a question posed to the MTO regarding a cont
104. oval CRF Business amp Personnel Print Required Info Save as Draft Submit Cancel Business and Personnel Financial Info t Company Information Select the tab you wish to complete the Business and Personnel or the Financial Info The selected tab will be highlighted in a darker blue t Business Information To xpand a section check on the arrow b next to the secton Thes will enable you to complete that section t Banting Information Application Type Section The information entered in the Application Details section previous step is displayed at the top of this section read only General Comments This field can be used to enter general comments regarding this CRF document General Attachments This field can be used to attach supplementary files such as Word documents to this CRF Click the Upload button and then the Choose a file button to select a file from your personal computer to attach to this CRF Financial Info Application Type Application Type First Time Application Fiscal Year End Date 31 Mar 2011 Type of Financial Statement s Submitted Audited General Comments al a General Attachment s Upload Company Information Section RAQS MERX Qualified Contractor User Guide Page 22 This section contains address information about your company The Corporate Name field is automatically computed to the name used on your original Registration application and is
105. poration Please email a copy of your Master License or Article of Incorporation to the Qualification Office at contractqualifications ontario ca or by fax to 1 905 704 2491 STEP THREE The user must complete the Company and Contact information sections of the Registration Application Company Information Company Name Address Suite City Country Canada En ER Province State Ontario co O O O Postal Code XIX 1X Contact Information Corporate Title Title o First Name Initial Last Name Phone D ext Fax International phone fax numbers Preferred Contact Method HTML Email l Email Address STEP FOUR Companies related by common ownership may apply for separate ratings as stated in section 19 of the Qualification Procedures for Contractors A company wishing to do so and already has a company qualified with the ministry must include the name and ministry ID i e 50 00000 00 of the company qualified Common Ownership Company Information Company Name Required if Company ID is specified Company ID Eg F FFFFF FF RAQS MERX Qualified Contractor User Guide Page 10 STEP FIVE Once you have completed all the mandatory fields select the Next Step action to continue to the next step Abort Registration Next Step STEP SIX Review the Terms and Conditions and include a checkmark in the checkbox next to Accept the RAQS MERX Terms and Conditions Thank you for choosing to register
106. presents the first initial of the first name of the registering user If the first name of the registering user is Martin the letter used will be m Last Name Character string This component represents the last name of the registering user max size of 35 If the last name of the registering user is longer than 35 characters the identified will hold the first 35 characters Numerical Characters as This component is conditional It is appended to the ID to avoid Identifier required duplications of User IDs in the system For example if a user with the name John Smith for Company A exists in the system and a user from Company B registers as Jane Smith also then the latter s User ID would have a numerical value appended to the user name starting with the value 2 Passwords Upon approval of the registration application by MTO the primary contact of the company will automatically receive an email containing the Administrator user id and a temporary password Upon first login the user will be prompted to change the temporary password Passwords must be between 8 and 16 characters in length and may not contain any whitespace tabs space etc Also your password cannot be the same as your user id nor can it be all the same character If you forget your password please contact the RAQS Help Desk at 1 800 964 6379 RAQS MERX Qualified Contractor User Guide Page 12 Roles Description Financial r
107. r Financial Tender Clicking the My Profile link will direct the user to their View Own User Profile page MY PROFILE LOGOUT Contracts 1 U Welcome Ken Anderson Clicking the Logout link will logout th Contract Bulletin current user and redirect the browser Seas to a page with links to login again or e ra a e a Contract Bulletin go to the RAQS public site home page 5 Year Contract History r Peeks NOTE To view Regional Contracts access the RAQS Legacy System t Company User Profiles Information Posted in last 7 Calendar Days H Qualification Contract No lt Contract Type Document Type Region A Tender Opening Date a t Bidding 1101 MTO Capital Capital Contract Northeastern 09 Dec 2011 at 11 30 00 AM t Rating g 1102 MTO Capital Capital Contract Eastern 14 Dec 2011 at 12 00 00 PM E RAQS Legacy System 1103 MTO Capital Capital Contract Northwestern 14 Dec 2011 at 11 50 00 AM Accessing Sub menus p Ontario MINISTRY OF TRANSPORTATION R A Q S Mr Ken Anderson kanderson Anderson Construction 50 18040 00 Version 0 7a SNAPSHOT Qualified Administrator Bidder Financial Tender Contract Bulletin MY PROFILE LOGOUT Contracts Contract Bulletin Contracts By Region 5 Year Contract History Search Contracts NOTE To view Regional Contracts access the RAQS Legacy System t Company User Profiles Information Posted in last 7 Calend
108. r Current Assets documents cave Save amp New Remove Close RAQS MERX Qualified Contractor User Guide Page 38 Details of Land Item 10 Section This section contains a view of documents detailing land assets Details of Land documents can be created updated and deleted from this section Three totals are shown at the bottom of the view e The total of all land used for business purposes e The total of all land used for non business purposes e The total of all land this value is used as item 10 on the balance sheet To edit an existing document click on its description in the view To add a new document click Enter a New Row Details of Land Item 10 Enter New Row Land Description 2 Land Use a Amount Real Estate Investment Other 750 000 Total Land Used for Business Purposes 0 Total Land Used for Non Business Purposes 750 000 Total 750 000 Details of Land Form Enter a description of the land along with its value Use the Land Use field to indicate whether or not the land is used for business purposes Details of Land Item 10 Description of Land Real Estate aj Land Use C Construction Business Investment Other Value Item10 750 000 Save Save amp New Close When you are finished adding or updating the document click Save amp New to save the land and add a new Land document right away OR click Save to save the land and return to the D
109. ract Users can only create bid enquiries for MTO Capital Contracts that have not been opened Bid Enquiries are located on Contract Tender Forms under the Bid Enquiry section as defined in the Contract Tender From section 11 2 Submitting a Bid Enquiry STEP ONE Select the Contract Bulletin menu item to view all CTF documents MY PROFILE LOGOUT Contracts Contract Bulletin Contract Bulletin NOTE To view Regional Contracts access the RAQS Legacy System Contracts By Region 5 Year Contract History Information Posted in last 7 Calendar Days Search Contracts gt Contract No Contract Type Document Type Region n Tender Opening Date i Company User Profiles 2010 2001 UAT MTO Capital Capital Contract Central 11 Jan 2012 at 10 00 00 AM t Qualification amp 2010 2008 UAT MTO Capital Extension of Time Central 11 Jan 2012 at 01 30 00 PM Bidding Q 2010 2008 UAT MTO Capital Capital Contract Central 11 Jan 2012 at 01 30 00 PM t Rating ed 2011 3002 UAT MTO Capital Addendum West 11 Jan 2012 at 12 00 00 PM RAQS Legacy system iy 2011 3002 UAT MTO Capital Capital Contract West 11 Jan 2012 at 12 00 00 PM 20 5 Items Page 1 of 1 STEP TWO Select the contract to view by clicking on the highlighted Contract Number Contract Bulletin NOTE To view Regional Contracts access the RAQS Legacy System Information Posted in last 7 Calendar Days Contract No lt Contract Type Document Type
110. ription Contract Contract Dates Tender Advertise 12 Dec 2011 Tender Opening 15 Dec 2011 at 09 20 00 AM TRF Submission Opening 12 Dec 2011 TRF Submission Closing 15 Dec 2011 at 09 19 00 AM Enquiry Details Tee General Conditions choose between different types Subject o of questions to ask MTO Contract Drawing Contract Quantity Sheet Enquiry General Conditions Enter your enquiry and Items List Y meee Other upload an attachment Special Conditions if necessary Attachment s Upload RAQS MERX Qualified Contractor User Guide Page 82 Once you submit your enquiry it will be displayed on the CTF document under the Bid Enquiries section with a status of Awaiting MTO Response Until it is set to Public Enquiry by the MTO only the originator or the MTO can read it If the Bid Enquiry is set to Private Enquiry by the MTO only the originator and MTO staff will be able to read it at all times Once the Bid Enquiry has been submitted successfully the contractor will receive an email notification similar to the one below Sent Wed1 11 2012 1 00 PM From no reply merx com To Ginette Levac Cc Subject MTO Bid Enquiry for Contract 2010 2001 was submitted successfully ie Ontario Please be advised that the Bid Enquiry you submitted for 2010 2001 was submitted successfully The Bid Enquiry Number is BE 2010 2001 004 If you have any further questions regarding
111. rtheastern 14 Dec 2011 at 12 00 00 AM Clicking the expands all categories and subcategories within the view Open Bids Using Lines per page The Lines per page drop down at the bottom of every view determines how many rows of the current view should be shown at once default is 20 Information Posted in last 7 Calendar Days Contract No Contract Type Document Type Region n Tender Opening Date a No contract found 0 Items Page 0 of 0 This can be very useful when navigating views with a large number of documents Selecting a new value for Lines per page refreshes the view If there is more than one page in the view example 60 total lines in a view with 30 lines per page selected equals 2 pages 1 30 and 31 60 a page navigator will appear next to the Lines per page drop down 20 RAQS MERX Qualified Contractor User Guide Page 6 e Clicking on L opens the next page if available e Clicking on opens the previous page if available Using the Search Filter Users will have the ability to search for contracts in all categories Tenders Under Call Open Bids Awarded in Last 30 Days and 5 Year Contract History To access this page function the user must select the Search Contracts menu item under the Contracts section The search parameters will vary from screen to screen Below is an example of the Search Contract filters Contracts 2 i E TEE T
112. s Bid Type Tender Registration Details Bid Type Tender Registration Details Bid Type To create a Parent Subsidiary bid a company must first add associated companies to their CRF document see the Company Registration section RAQS MERX Qualified Contractor User Guide Page 63 If the selected bid type is Joint and a contract is selected the Joint Bid Details section becomes visible This section lists all joint bidders for the selected contract Enter a percentage for each bidder indicating what percentage of the contract will belong to them The sum of all percentages must be 100 before the TRF can be submitted as each percentage is entered a running percentage total is automatically calculated and printed to the text box at the bottom of the section Joint Bid Information Company Name Percentage MERX Construction Ltd 50 17600 00 Lead 50 E Anderson Construction 50 18040 00 50 Total 100 The Combined bid selection will only be available when two contracting companies have combined their ratings to bid on all future contracts Combined Information Combined Bid Details Company ID Company Name Lead Company 50 17600 00 MERX Construction Ltd Combined Company 50 18040 00 Anderson Construction If the selected bid type is Parent Subsidiary then the Parent Subsidiary Bid Details section becomes visible Select the appropriate Subsidiary company using the drop down list Parent Subsidiary Bid
113. s column highlighted in blue to open the document Contractor Registration Forms Status n Registration Type a Submitted On nn Prepared By First Time Application Not yet submitted janderson STEP THREE Delete the CRF document Note Only a CRF in a Draft state can be deleted Select the Delete button to complete the action CRF Business amp Personnel Print Required Info Save as Draft Submit Cancel RAQS MERX Qualified Contractor User Guide Page 54 4 6 Viewing your Contractor Registration Form STEP ONE Open the CRF View Select the Contractor Registration Form menu item Contracts Contract Bulletin t Company User Profiles _ __ IL NOTE To view Regional Contracts access the RAQS Legacy System Qualification Contractor Registration Forms CRF Information Posted in last 7 Calendar Days Correspondence Contract No Contract Type Document Type Region ne Tender Opening Date A Work on Hand WOH E 13791 MTO Capital Extension of Time Northeastern 14 Dec 2011 at 09 20 00 AM Tender Registration Forms TRF g 13791 MTO Capital Capital Contract Northeastern 14 Dec 2011 at 09 20 00 AM H Bidding g 13792 MTO Capital Capital Contract Eastern 15 Dec 2011 at 09 20 00 AM Rating g 2011 4040 MTO Capital Capital Contract Eastern 18 Dec 2011 at 12 00 00 AM E RAQS Legacy system 7 2011 4043 MTO Capital Capital Contract Eastern 15 Dec 2011
114. sssrereserenssreresrrerssrereseereesseere 104 15 4 Updating a Summary Bid sesssosssssensssenssressressrerssrresrrresrersrerssrersreeserreseressrerseressrreseersseessrresrerese 108 16 Electronic Bidding Itemized BidS ccccccssscccesecccsceeceneeeeaececeeceeenceesescessuecesseneeteescesanecessnecenens 110 16 1 Itemized Bid Overview ss sessssssssssssererssssreressssrressssrrrsssssereesssssrressssrreessereresssererresssreressseereessene 110 le rene NRE OCB IO i aa E T IE 110 16 3 lt SUDMITTIMNG an itemized BIG esris e ON EE NN Ea Ei 113 16 4 Deleting an Itemized Bid nossenosensssensseessressrersrrressrrssrersreresrersrerserresreresrersreessrresrersreessreeseeerss 114 16 5 Viewing your Summary and Itemized Bid S cccccccssscccceeseccceesececeeesececseeeceeeeeeeceeseeseeessunesss 116 17 Bid Confirmation esen R ANA 118 1741 Bid COMfnmMation OVeVie W erences neer a RE E 118 17 2 Viewing your Bid Confirmation S ccccccccsseccccsssccecesecceceeecceeeeeeeeeuseceesenceseeeneceeseuseeessuneses 118 RAQS MERX Qualified Contractor User Guide Page 3 1 Getting Started 1 1 System Overview The Ministry of Transportation is moving responsibility for the hosting of RAQS for contractors and ministry staff to MERX the designated e tendering service provider for the Ontario Public Service The new RAQS MERX system will offer contractors a system providing familiar RAQS functionality menus and forms
115. t away OR click Save to save the contract and return to the Details of Other Accounts Receivable Section Opening and clicking the Remove action can delete other Accounts Receivable documents Save Save amp New Remove Close Details of Other Current Assets Item 9 Section This section contains a view of documents detailing current assets not covered by items 1 8 of the balance sheet Other Current Assets documents can be created updated and deleted from this section The total of all documents in this section is calculated at the bottom of the view this is the amount that will show up as item 9 on the balance sheet To edit an existing document click on its description in the view To add a new document click Enter a New Row Details of Other Current Assets Item 9 Enter New Row Description of Other Current Assets S Amount n Helicopter 275 000 Total 275 000 Other Current Assets Form Enter a description of the asset along with its value Details of Other Current Assets Item 9 x Description of Other Current Assets Helicopter al E Value Item 9 275 000 Save Save amp New Close When you are finished adding or updating the document click Save amp New to save the asset and add a new Other Current Assets document right away OR click Save to save the asset and return to the Details of Other Current Assets Section Opening and clicking the Remove action can delete othe
116. t the Submit button to submit your CRF to MTO Once a CRF is submitted the MTO will begin its review of the document The CRF will have a status of Submitted and will no longer be editable CRF Business amp Personnel Print Required Info Save as Draft Delete Cancel lf there is any required information missing the CRF will not be saved An error message will be displayed at the top of the page and the section where the information is missing will be highlighted in red The empty field will display the following warning This field is required In this case fill in the missing information and resubmit the document RAQS MERX Qualified Contractor User Guide Page 51 x An error was detected in the page Please verify the fields below and try again CRF Business amp Personnel Print Reguired Info Save as Draft Submit Cancel Business and Personnel Financial Info t Application Type Company Information Company Name Anderson Construction Ltd Address Address 38 Antares Dr Suite 1000 City This field is required Country Canada Province State Ontario Postal Code KIE 7V2 x1X 1X1 STEP FOUR Submission Confirmation Enter the name and position of the person who completed the CRF document Select the Accept button to indicate the acceptance of the terms CRF Submit For Approval Submit to Ministry of Transportation We hereby certify that we are fully informed as to th
117. tal Capital Contract Central 11 Jan 2012 at 10 00 00 AM 5 2010 2008 UAT MTO Capital Extension of Time Central 11 Jan 2012 at 01 30 00 PM T 2010 2008 UAT MTO Capital Capital Contract Central 11 Jan 2012 at 01 30 00 PM GF 2011 3002 UAT MTO Capital Addendum West li Jan 2012 at 12 00 00 PM g 2011 3002 UAT MTO Capital Capital Contract West 11 Jan 2012 at 12 00 00 PM 20 7 Ss Ttems Page 1 of 1 STEP THREE View the Contract Tender Form CTF The CTF is divided into multiple sections Contract Details Contract Description Contract Dates Classification of Work Notices Documents Plan Takers List Bid Information and Bid Enquiries Each section will be detailed below Contract Details The Contract Details section describes the basic information about the contract The Contract Description provides a brief overview of the work to be completed Contract Details Contract Number 13792 Region Eastern Tender Owner MTO Capital Location Ottawa Highway 55 Length 21 OMS Declaration Mo ption or B bidding Yes Contract Description Contract Contract Dates and Classification of Work The Contract Dates section describes when the Tender Opening will occur as well as the period of time when a Tender Registration Form can be submitted for the contract The Classification of Work section details the rating in each classification of work required to bid on a contract RAQS MERX Qualified Contractor User Guide Page 78 Contr
118. ted by opening their document and clicking the Remove button RAQS MERX Qualified Contractor User Guide Page 29 Key Personnel x User Selection User Profile x Corporate Title First Name User Last Name Profile Expertise Resume Upload Save Save amp New Close Note Modifications done on this form will be reflected on the User Profile Associated Companies Section Enter information about associated companies with this section Once an associated company is entered it can be viewed updated and deleted from this section Click on a company name to update that company or click New Company to add a new associated company Asspgaated Canparnes Mew Company Hemorandum of Legal Name i iar i Agredmerit et pas City Relationsh MTO Company iD n Busmess Type or cin Qualifications Rating NEW MERN Riepe an ubada Yes SH i 6800 00 Associated Companies Form Enter the Corporate Name Corporate Number Jurisdiction and Location of the Associated Company Associated Componhes Relationship Common Ownership 51 and more Has thas company Appled for a Ratireg Feni Company Hame Subasndary Direta Eramih Corporate Mumpar jurisdiction Ontarns city Ownership a o o Busmness Tyre Sare Save amp New Close RAQS MERX Qualified Contractor User Guide Page 30 Relationship Select the type of relationship that exists between your company and the associated compa
119. to the sum of items 27 29 31 Capital Stock Amounts entered should equal those amounts shown on the financial statement 32 Retained Earnings Amounts entered should equal those amounts shown on the financial statement 33 Other Surplus Amounts entered should equal those amounts shown on the financial statement Total Capital And Surplus This field automatically computes to the sum of items 30 33 Total Liabilities and Shareholders Equity This field automatically computes to the sum of items 19 33 34 Contingent Liabilities Amounts entered should equal those amounts shown on the financial statement RAQS MERX Qualified Contractor User Guide Page 34 Long Term Liabilities amp Share Holders Equity Ar 20 2g 30 at J2 a3 a4 Details of Contract Receivables and Work in Process Item 2 3 4 Section Liens Notes Mortgages and Secured Liabilities not due within 12 months Unsecured Liabilities to Employees Directors amp Shareholders not due within 12 months Other Unsecured Liabilities not due within 12 months Total Deferred Liabilities Reserves Capital Stock Retained Earnings Other Surplus Total Capital and Surplus Total Liabilities and Shareholders Equity Contingent Liabilities March 2011 660 918 000 5 119 000 140 716 000 806 753 000 0 171 201 000 330 445 000 972 000 502 618 000 1 565 825 000 0 March 2010 680 350 000
120. ts Payable To value in the view To add a new document click Add a New Row Other Unsecured Liabilities Items 26 29 Enter New Row Portion ns see Other Unsecured a Payable To Description i Within Liabilities It 29 12 Months labilities Item Item 26 Mak Ine None Notes Payable 1 200 6 000 Total 1 200 6 000 Other Unsecured Liabilities Form Payable To Enter the name of the party that this liability is payable to Description Enter a brief description of this liability Portion Due within 12 Months Enter the portion of the total that is due within the next 12 months Other Unsecured Liabilities This is the total dollar value of this liability Enter a description of how this item is recorded in your company s financial statements RAQS MERX Qualified Contractor User Guide Page 45 Other Unsecured Liabilities Items 26 29 Payable To Description Portion Due Within 12 Months Item 26 Other Unsecured Liabilities Item 29 How are the amounts shown under items 26 and 29 recorded on the books of the company iLe Accounts Payable Notes Payable etc Mak Inc None zi 1 200 6 000 Notes Payable Save Save amp New Close When you are finished adding or updating the document click Save amp New to save it and add a new document right away OR click Save to save it and return to the Other Unsecured Liabilities Section Opening and clicking the Remo
121. ty Country Province State Postal Code Contact Details Tithe First Name Last Name Corporate Title Phone Fax Email Kessell Corporation 50 25019 00 38 Antares Drive Ottawa Canada Ontario KIT iTi Mr Nick Kwiatkowski 444 444 4444 444 444 4444 nkwiatko merx com RAQS MERX Qualified Contractor User Guide Page 102 The Summary Bid Amount section is where the user specifies their bid amount This section will look different depending on the contract being tendered If the user enters a checkmark in the No Bid checkbox the user will be prompted to confirm they wish to submit a No Bid Summary Bid Summary Bid Amount A Total Tender All Items 9 800 000 C wo Bid Users should review the contractual details section before submitting their bid Summary Bid Contractual Details The Contractor has carefully examined the Provisions Plans Specifications and the Ministry of Transportation Ontario General Conditions of Contract referred to in the Schedule of Provisions Plans Specifications and General Conditions The Contractor has carefully examined the site and location of the work to be done under this Contract and understands and accepts the said Provisions Plans Specifications and Ministry of Transportation Ontario General Conditions The Contractor hereby offers to furnish all machinery tools apparatus and other means of construction furnish all materials except as otherwise specifi
122. ty or privy to any deceit tending to mislead the Ministry into accepting their bid as a truly competitive bid whether to the prejudice injury or benefit of the Ministry THE PROPONENT OFFERS TO COMPLETE THIS CONTRACT IN ACCORDANCE WITH THE TERMS CONTSINED HEREIN AND ALL 400ENDA ISSUED FOR THIS CONTRACT BY THE MINISTRY OF TRANSPORTATION STEP FIVE To keep track of who submitted the bid from each company users are required to enter their name and job title before submitting a bid Submitted By John Smith Submitted By Title CEG STEP SIX Select the Submit action to submit the Summary Bid Summary Bid Form F The current server time is 10 54 4M Dec i4 2011 Refresh Time This time is in syne with the NRE Note If you submit your summary bid after tender opening had occurred the bid will not be considered in the tendering of this contract Your previous submission if one exists will be used in the competition process STEP SEVEN The user will be presented with a Confirmation message Wii The Summary Bid has been submitted successfully RAQS MERX Qualified Contractor User Guide Page 107 15 4 Updating a Summary Bid A Summary Bid can be updated as many times as required prior to Tender Opening STEP ONE Select the Summary amp Itemized Bid menu item t Contracts Summary amp Itemized Bids t Company User Profiles t Qualification BRING PJExpand to view filters Contract Tender ODE Total a Adj
123. usted ci Price a Number peas Sialus Hupa Tender Total Tender Proposal Bid Confirmations big 17 Dec 2011 at f 13794 Submitted Summary No Bid N A N A t Rating 03 27 00 PM 16 Dec 2011 at t RAOS Legacy Syster 2011 4040 Submitted Summa No Bid N A N A iae ce EA 12 00 00 AM 20 2 Items Page 1 of 1 STEP TWO Select the Contract Number of the Summary Bid you wish to update Summary amp Itemized Bids FJExpand to view filters Contract ponder Oneninas _ _ Total Eid Adjusted cd Price a Number Saag saya iau Type Tender Total Tender Proposal 17 Dec 2011 at 13794 fie Submitted Summary No Bid N A N A 03 27 00 PM 18 Dec 2011 at 2011 4040 Submitted Summary No Bid N A N A 12 00 00 AM 20 2 Items Page 1 of 1 STEP THREE View the Summary Bid you wish to update and select the Update action Summary Bid Form F Update Back to List The current server time is 11 07 4M Dec 14 2011 Refresh Time This time is in sync with the NRE Contract Details Contract Number 13792 Region Eastern Tender Owner MTO Capital Location Ottawa Highway 55 RAQS MERX Qualified Contractor User Guide Page 108 STEP FOUR Modify the Summary Bid Form as required in the Summary Bid Amount section Summary Bid Amount A Total Tender All Items 9 800 000 C No Bid STEP FIVE To keep track of who submitted the bid from each company users are required to enter their name and job title before submitting a bi
124. ve action can delete documents Save Save amp New Remove Reserves Item 30 Section Close This section contains a view of documents detailing your company s reserves Reserves documents can be created updated and deleted from this section The total value of all reserves is listed at the bottom of the view This total will be used to populate the value of Item 30 on the balance sheet To edit an existing document click on its description in the view To add a new document click Enter a New Row Reserves Item 30 Description of Other Reserves General Reserves Enter New Row Amount a 5 250 000 Total 750 000 RAQS MERX Qualified Contractor User Guide Page 46 Reserves Form Enter a description of the reserves along with a value Reserves Item 30 x Description of Reserves General Reserves z xt Value Item 30 250 000 Save Save amp New Close When you are finished adding or updating the document click Save amp New to save the Reserves and add a new Reserves document right away OR click Save to save the Reserves and return to the Reserves Section Opening and clicking the Remove action can delete reserves documents Save Save amp New Remove Close Gross Revenue Section This section contains a view of documents detailing your company s gross revenue Gross Revenue documents can be created updated and deleted from this section The total of all
125. with RAQS MERX Please read the RAQS MERX Terms amp Conditions A valid credit card number will be required to complete your registration This information will be used to process any immediate or document order charges related to the RAQS MERX service Terms and Conditions m p Important Notices to All Users of This Web Site To use as a vendor the RAQS service operated by MERX you must agree to the following terms and conditions by clicking on the I accept button on the RAQS Web site In this Agreement We Us Our and You means any person or other entity applying to register with the RAQS Service as a Contractor or submitting an Order Basket which contains one or more Bid Components on a one time basis 1 0 Definitions 1 1 Bid Component refers to a document in paper or electronic form that contains Information for a Contractor to prepare and submit a proposal to a Participating Organization for an intended procurement 1 2 Information refers to all of the information software and other material provided in connection with or available through the RAQS Service including the procurement information Opportunity Notices and Bid Components that Participating Organizations distribute through the RAQS Service ki STEP SEVEN Select the Next Step action Previous Step Next Step STEP EIGHT Review the Registration Summary and complete the Credit Card Information section The credit card payment for the reg
126. y computes to the total of items 10 13 less the total of item 14 15 Equipment Enter the total dollar cost of your company s equipment 16 Less Accumulated Depreciation on Equipment Enter the total accumulated depreciation on your company s equipment Net Book Value of Equipment This field automatically computes to the value of item 15 less the value of item 16 17 Receivables from Officers Directors Partners Employees or Shareholders Enter the total dollar value of receivables from officers directors partners employees or shareholders Total Assets This field automatically computes to the sum of items 1 13 15 and 17 less the sum of items 14 and 16 Fixed Assets 10 Land Cost ii Buildings Cost 12 E and Fixtures Cost i3 Auto and Trucks Cost Sub Total of 10 11 12 13 i4 Less Accumulated Depreciation on above Net Book Value of above Fixed Assets 15 Equipment Cost 16 Less Accumulated Depreciation on Equipment Net Book Value of Equipment Receivable from Officers Directors Partners Af Employees or Shareholders 18 Other Assets Total Assets RAQS MERX Qualified Contractor User Guide March 2011 271 531 000 202 935 000 244 243 000 0 718 709 000 368 068 000 350 641 000 702 635 000 368 731 000 333 904 000 0 563 593 000 1 565 825 000 March 2010 277 338 000 179 128 000 251 586 000 0 708 052 000
127. yable Motes Payable ete Save Save amp New Rernove Close RAQS MERX Qualified Contractor User Guide Page 44 When you are finished adding or updating the document click Save amp New to save it and add a new document right away OR click Save to save it and return to the Unsecured Liabilities to Employees Directors and Shareholders Section Opening and clicking the Remove action can delete documents cave Save amp New Remove Close Other Unsecured Liabilities Items 26 29 Section This section contains a view of documents detailing your company s other unsecured liabilities those not covered by the Lien Notes Mortgages and Secured Liabilities and Unsecured Liabilities to Employees Directors amp Shareholders sections Documents can be created updated and deleted from this section The totals for Portion Due Within 12 Months this total is added to item 26 on the balance sheet and Other Unsecured Liabilities this total is used to populate item 29 on the balance sheet are automatically calculated at the bottom of the view The Total Portion of Long Term Indebtedness due within 12 months is shown below the view This is the sum of the Portion Due Within 12 Months values from the Lien Notes Mortgages and Secured Liabilities Unsecured Liabilities to Employees Directors amp Shareholders and Other Unsecured Liabilities sections To edit an existing document click on i

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