Free Nebraska Department Of Roads Template in PDF Create Your Document Online

Free Nebraska Department Of Roads Template in PDF

The Nebraska Department of Roads Form R-123, known as the "Contractor's Statement of Experience, Equipment and Financial Condition," provides a standardized method for contractors to present their qualifications for road construction projects. Dated May 2005 and accessible via the Contract Lettings’ website, this essential document must be submitted to the department's Contract Lettings Section by a specified deadline to be considered for bidding. It is a critical step for contractors aiming to participate in the bidding process for the improvement, maintenance, or repair of Nebraska's roads and bridges, ensuring that only qualified bids are received and considered.

In the dynamic landscape of Nebraska's infrastructure development, the Department of Roads plays a pivotal role, particularly through its comprehensive process for contractor prequalification and bid submission. The department's Form R-123, "Contractor's Statement of Experience, Equipment, and Financial Condition," dated May 2005, stands as a crucial initial step for contractors aiming to participate in state projects. This form, available on the Contract Lettings' website, is a fundamental requirement for contractors before they can bid on construction, reconstruction, improvement, maintenance, or repair of state highways and bridges. Prequalification statements, as mandated, must be submitted to the Contract Lettings Section prior to a specified deadline, ensuring that only financially sound and experienced contractors are considered. This meticulous process is outlined within the broader context of the State of Nebraska's legislative framework, which governs contract lettings and prequalifications through a series of statutes. These statutes not only dictate the procedure for letting contracts to the lowest responsible bidder but also underscore the importance of maintaining high standards for labor wages and ensuring contractors meet stringent financial and performance criteria. Moreover, the department's regulations elucidate the qualifications necessary for contractors, including financial stability and the sufficiency of equipment, to undertake projects of various scales and complexities. Through these regulations, the Nebraska Department of Roads ensures that the state's infrastructure projects are executed efficiently, safely, and to the highest standards, reflecting a well-structured approach to managing public works.

Nebraska Department Of Roads Example

The Department's Form R-123, "Contractor's Statement of Experience, Equipment and Financial Condition" dated May 2005 is available on the Contract Lettingswebsite.

PREQUALIFICATION STATEMENTS MUST BE RECEIVED BY THE CONTRACT LETTINGS SECTION OF THE NEBRASKA DEPARTMENT OF ROADS PRIOR TO 5:00 P.M. AT LEAST

TEN (10) DAYS BEFORE THE LETTING IN WHICH THE APPLICANT INTENDS TO SUBMIT BIDS. (See letting schedule posted on the Nebraska Department of Roads’ Contract Lettings

Section Website.)

If you have any questions, please contact us at:

Nebraska Department of Roads

Contract Lettings Section

P.O. Box 94759

Lincoln, NE 68509-4759

Phone: (402) 479-4525

FAX: (402) 479-3803

Email: NDOR_Contract_Lettings@dor.state.ne.us

State of Nebraska

Department of Roads

Pertinent Sections of the States Relating to

Letting of Contracts and Prequalifications of Bidders

Section 39-1348. Before letting contracts for the construction, reconstruction, improvement, maintenance, or repair of roads, bridges, and their appurtenances, the department shall advertise for sealed bids for not less than twenty days by publication of a notice thereof once a week three consecutive weeks in the official county newspaper designated by the county board in the county where the work is to be done, and in such additional newspaper or newspapers as may appear necessary to the department in order to give notice of the receiving of bids. Such advertisement shall state the place where the plans and specifications for the work may be inspected and shall designate the time when the bids shall be filed and opened; provided, that if through no fault of the department, publication of such notice fails to appear in any newspaper or newspapers in the manner hereinbefore provided, the department shall be deemed to have fulfilled the requirements of this section.

Section 39-1349. Construction contracts; letting; procedure; interest on retained payments; predetermined minimum wages. (1) Except as provided in subsection (3) of this section, all contracts for the construction, reconstruction, improvement, maintenance, or repair of state highway system roads and bridges and their appurtenances shall be let by the department to the lowest responsible bidder who has been qualified by the department. The department may reject any or all bids and cause the work to be done as may be directed by the department. If the contractor has furnished the department all required records and reports, the department shall pay to the contractor interest at a rate three percentage points above the average annual Federal Reserve composite prime lending rate for the previous calendar year rounded to the nearest one-tenth of one percent on the

amount retained and on the final payment due the contractor beginning sixty days after the work under the contract has been completed as evidenced by the completion date established in the department’s letter of tentative acceptance or, when tentative

acceptance has not been issued, beginning sixty days after completion of the work and running until the date when payment is tendered to the contractor.

(2)When the department is required by acts of Congress and rules and regulations made by an agent of the United States in pursuance of such acts to predetermine minimum wages to be paid laborers and mechanics employed on highway construction, the Director-State Engineer shall cause minimum rates of wages for such laborers and mechanics to be predetermined and set forth in contracts for such construction. The minimum rates shall be the scale of wages which the Director-State Engineer finds are paid and maintained by at least fifty percent of the contractors in performing highway work contracted with the department unless the Director-State Engineer further finds that such scale of wages so determined would unnecessarily increase the cost of such highway work to the state, in which event he or she shall reduce such determination to such scale of wages as he or she finds is required to avoid such unnecessary increase in the cost of such highway work.

(3)The department, in its sole discretion may permit a city or county to let state or federally funded contracts for the construction, reconstruction, improvement, maintenance, or repair of state highways, bridges, and their appurtenances located within the jurisdictional boundaries of such city or county, to the lowest responsible bidder prequalified to bid by the department when the work to be let is primarily local in nature and the department determines that it is in the public interest that the contract be let by the city or the county.

Section 39-1350. The department shall have the authority to act for any political or governmental subdivision or public corporation of this state for the purpose of taking bids or letting contracts for the construction, reconstruction, improvement, maintenance, or repair of roads, bridges, and their appurtenances. The department, while so acting, may take such bids and let such contracts at the offices of the Department of Roads, Lincoln, Nebraska; provided, that the department has the written consent of the political or governmental subdivision or public corporation where the work is to be done.

Section 39-1351. Any person desiring to submit to the department a bid for the performance of any contract for the construction, reconstruction, improvement, maintenance, or repair of roads, bridges, and their appurtenances, which the department proposes to let, shall apply to the department for prequalification not later than ten days before the letting of the contract. The department shall determine the extent of any applicants qualifications by a full and appropriate evaluation of his experience, equipment, financial resources, and performance record. In determining the qualification of persons to bid on any particular contract, the department shall consider the equipment and resources available for the particular contract contemplated; provided, that the above requirements shall not apply to contracts for repair and maintenance when the estimate of the engineer for such repair and maintenance is less than twenty-five hundred dollars, or of an emergency nature.

Section 39-1352. Any person, proposing to bid on a contract for the construction, reconstruction, improvement, maintenance, or repair of roads, bridges, and their appurtenances to be let by the department, shall submit to the department, at such times as it may require a statement showing his qualifications. Such statement shall be under oath and on a standard form to be prepared and supplied by the department. The financial showing required in the statement shall be certified by a certified public accountant or by a public accountant holding a currently valid permit from the Nebraska State Board of Public Accountancy. The statement shall be confidential and only for the use of the department.

Section 39-1353. Proposal forms for submitting bids, on any contract for the construction, reconstruction, improvement, maintenance, or repair of roads, bridges, and their appurtenances to be let by the department, shall be issued at the offices of the Department of Roads, Lincoln, Nebraska, not later than five p.m. of the day before the letting of the contract. Such proposal forms shall be issued only to those persons previously qualified by the department and bids shall be accepted only from such qualified persons.

Section 39-1354. The department, in its discretion, may provide reproductions of the plans prepared by the department for any contract to be let for the construction, reconstruction, improvement, maintenance, or repair of roads, bridges, and their appurtenances, to any person desiring such reproductions. Such person shall pay to the department a reasonable sum, to be fixed by the department in an amount estimated to cover the actual cost of preparing such a reproduction.

STATE OF NEBRASKA

DEPARTMENT OF ROADS

RULES AND REGULATIONS FOR THE QUALIFICATION OF

CONTRACTORS PROPOSING TO BID ON STATE HIGHWAY WORK

(Pursuant to Section 39-7,134, R.R.S. 1943)

- PREQUALIFICATION OF BIDDERS -

1.All persons, (any individual, co-partnership, association, corporation or joint stock company) proposing to bid on a contract for the construction, reconstruction, improvement, maintenance, or repair of roads, bridges and their appurtenances to be let by the Department of Roads, shall submit a statement showing his or her experience, equipment, and financial condition; except that such statement shall not be required for contracts for repair and maintenance where the estimate of the engineer for such repair and maintenance is less than twenty-five hundred dollars, or of an emergency nature. Such statement shall be under oath and on a form to be provided by the department and shall be submitted not later than ten days before the letting of the contract or contracts. The statement shall develop fully the financial ability, adequacy of plant and equipment, organization, prior experience, and such other pertinent and material facts as may be desirable. The department may require additional information at any time. The statements of contractor's experience, equipment and financial condition will not be retained in the active file of qualified bidders after the financial condition shown is of a date fifteen months prior. Any person whose qualification rating will expire on or before the date of a letting, must submit a new statement and request to be qualified, at least ten days before the letting at which he or she desires to bid. Any person who desires a change in his or her qualification rating must submit a new statement or a request in writing at least ten days before the letting at which the change would be effective. Upon the compliance with all laws and rules and regulations relating thereto, such person will be qualified for the amount and class of work to which he or she is entitled. All information furnished the department shall be confidential.

2.The financial showing required in such statement shall be certified by a public accountant holding a currently valid permit from the Nebraska Board of Public Accountancy, or by any certified public accountant holding a currently valid permit.

3.The use of a "Letter of Credit" as an alternate means of showing financial condition will be permitted when the net amount of the "Letter of Credit" does not exceed five hundred thousand dollars ($500,000). The "Letter of Credit" must be from a licensed or chartered financial institution. The "Letter of Credit" shall be certified by a public accountant holding a currently valid permit from the Nebraska Board of Public Accountancy, or by any certified public accountant holding a currently valid permit.

-QUALIFICATION -

1.Each person will be qualified upon such statement for an amount of work which he or she can perform properly as evidenced by his or her financial statement and supplementing documents, and his or her competency and responsibility as evidenced by the amount, condition, and availability of equipment, experience of personnel, and previous record with this and other awarding authorities.

2.Each person will be notified of the "maximum qualification" rating established in his or her case by the department. The “maximum qualification" rating established may be increased or decreased at any time if, as determined by the department, the performance record of the contractor warrants such action. A new statement may be requested at any time if, in the opinion of the department, significant changes in responsibility or financial ability of the person qualified have occurred.

3.Ratings for any one or combination of the following classes of work will be given:

(1)

Grading

(8)

Specialty

(2)

Aggregates

(8a)

Building Construction

(3)

Concrete Pavement

(8b)

Electrical

(4)

Culverts

(8c)

Signing

(5)

Landscaping

(8d)

Painting

(6)

Bridges

(8e)

Demolition

(7)

Guard Rail and Fence

(9)

Bituminous

 

 

(10)

General (All Classes)

Any person who desires a change in the class or classes of work for which he or she is qualified to submit proposals must submit a request in writing for such change, at least ten days before the letting at which he or she desires to bid with the new classification.

- CURRENT RATING -

Each person desiring to bid on work for which prequalification of bidders is required shall submit a request for proposal forms and with such request shall submit, on forms provided by the department, a complete report of all work he or she then has under contract, including subcontracts, and the amount of work not completed on all such contracts. A current qualification based on this statement and the contractor's "maximum qualification" will be established by the department, taking into account the rate of progress which is being made in performing the uncompleted work, the requirements for the performance of the work for which the contractor desires to bid and any other pertinent information that is available to the department. This current qualification shall be the "current rating" which determines the amount of work for which any person is qualified at the particular letting and for which he or she may be awarded a contract or contracts, except that the department may use a tolerance of not more than twenty-five percent of a bidder's current rating and award him or her a contract or contracts in a total amount which does not exceed by more than twenty-five percent the current rating which is established by the department.

- PROPOSAL FORMS -

1.Proposal forms, for which prequalification of bidders is required, will be issued only to those qualified to bid on each contract. A person will not be considered as qualified for any particular letting if his or her qualification rating will expire on or before the date of the letting. Any person submitting two or more bids in a total amount exceeding his or her current qualification by more than twenty-five percent shall submit the same subject to the limitations of his or her current rating plus a tolerance of twenty-five percent. Nothing in these Rules and Regulations shall be construed as depriving the department of the right to reject any bid where, in the opinion of the department, other circumstances and developments have changed the qualification or responsibility of the bidder. If the qualification rating of the low bidder expires before the award of a contract, such contract will not be awarded until the qualification rating of the low bidder has been renewed.

2.Proposal forms, for which prequalification of bidders is required, will be labeled with the name of the bidder to whom they are issued and shall not be transferable. Any proposal which is submitted by a bidder other than the one to whom the proposal form was issued shall be void.

3.Proposal forms for which prequalification of bidders is required, may be issued by the department at its discretion for information only, but such proposal forms shall not be used for bidding and shall be stamped with the words "For information only, not to be used for bidding" and bids submitted on such forms shall be void and not considered.

4.Proposal forms will not be issued to any bidder later than 5:00 o'clock P.M. of the day preceding the letting.

5.A proposal form for any contract, for which prequalification of bidders is required, may be issued at the discretion of the department, to two or more qualified bidders jointly if the classes of work for which the prospective bidders are qualified to perform, satisfy in the aggregate, the qualification requirements for the particular contract. Two or more qualified bidders may not bid jointly to perform any contract, for which prequalification of bidders is required, to be let by the department unless a proposal form is issued by the department to those bidders jointly for that purpose.

Form R-123, May 2005

State of Nebraska

Department of Roads

Contract Lettings Section

Construction Division

P.O. Box 94759

Lincoln, NE 68509-4759

Contractor’s Statement of Experience,

Equipment and Financial Condition

At the close of business on the

day of

 

Fed. I.D. No.

 

For

 

 

Name

 

 

Business Address

 

 

Street

 

P.O. Box

City

State

Zip Code

Mailing Address

 

 

Street

 

P.O. Box

City

State

Zip Code

, 20

Corporation

Partnership

Individual

Area Code

Telephone No.

Fax No.

E-Mail Address

Person to contact regarding this statement:

Name

Area Code

Telephone No.

State of Nebraska Statute 21-20109 requires that a foreign corporation must have a certificate of authority to transact business in this state. This certificate must be obtained from the Nebraska Secretary of State.

State of Nebraska Statute 77-3102 requires that all nonresident contractors shall be registered with the Nebraska Tax Commissioner and that each contract to which a nonresident contractor is a party shall be registered with the Nebraska Tax Commissioner.

INDICATE CLASS OR CLASSES OF WORK

IN WHICH YOU DESIRE TO BE QUALIFIED

(Requesting the major classes of work which include 1, 3, 4, 6, 9 and 10 shown below, without experience in those areas, may decrease the maximum qualification rating which could otherwise be established for your firm.)

(1) Grading

(2) Aggregates

(3) Concrete Pavement

(4) Culverts

(5) Landscaping

(6) Bridges

(7) Guard Rail and Fence

(8) Specialty

(8a) Building Construction

(8b) Electrical

(8c) Signing

(8d) Painting

(8e) Demolition

(9) Bituminous

(10) General (All Classes)

Includes, but may not be limited to, the following items:

Armor Coat, Chip Seal, Fog Seal, Slurry Seal, Microsurfacing, Pavement Repair & Patching, Joint Repair & Patching, Joint Sealing, Crack Sealing, Dowel Bar Retrofit, Diamond Grinding, Rumble Strips, Noise Walls, Paint Striping, Bridge Painting

- 2 -

 

CONTRACTOR’S

 

 

STATEMENT OF EXPERIENCE, EQUIPMENT

 

 

AND FINANCIAL CONDITION

 

 

TABLE OF CONTENTS

 

 

 

PAGE NO.

CLASS OF WORK DESIRED FOR QUALIFICATION

2

TABLE OF CONTENTS

3

INSTRUCTIONS TO ACCOUNTANTS FOR PREPARING FINANCIAL STATEMENTS

4, 5

CONTRACTOR’S BALANCE SHEET (Pages 6-7)

 

Assets

6

Liabilities and Capital

7

LETTER OF CREDIT (Form R-123A)

8

SUPPORTING SCHEDULES TO BALANCE SHEET (Pages 9 – 13)

 

1.

Investments

9

2.

Notes Receivable

9

3.

Accounts Receivable

9

4.

Inventories

10

5.

Prepaid Insurance, Other Prepaid Expenses and Other Assets

10

6.

Cash Surrender Value of Life Insurance

10

7.

Property, Plant and Equipment

10,11

8.

Notes Payable

12

9.

Accounts Payable

12

10.Accumulated Costs and Gross Income Recognized on Uncompleted Contracts and/or Deferred Credits From

 

Billings and Advance Collections on Uncompleted Contracts

............................................................................ 12

11.

Individual or Partnership Capital

13

12.

Capital Stock

13

13.

Surplus

13

Accountant’s Questionnaire

14, 15

Independent Auditor’s Report (Financial Statement)

16

Accountant’s Verification Statement (Letter of Credit)

17

Contractor’s Questionnaire

18, 19

Corporation Information Sheet

20

Appointee and Signature Authorization

21

Affidavit for Individual

22

Affidavit for Partnership

22

Affidavit for Corporation

22

- 3 -

INSTRUCTIONS TO ACCOUNTANTS FOR PREPARING FINANCIAL STATEMENTS

The accountant preparing contractor's financial statements will adhere to the generally accepted auditing standards as adopted by the American Institute of Certified Public Accountants. Reviews or compilations are not acceptable.

1.Applications for Prequalification will be accepted only on forms furnished by the Department. One copy is

to be submitted to the Nebraska Department of Roads. Reproduced copies of good quality of the

Form R-123, “Contractor's Statement of Experience, Equipment and Financial Condition” will be accepted by the Department provided the COPIES INCLUDE ORIGINAL SIGNATURES.

2.The statement shall show the condition of business as determined under generally accepted accounting principles.

3.The date of the report need not necessarily be the contractor's fiscal year; however, the reporting period should be consistent from year to year, except for those contractors reporting on a period basis. The reporting year of a contractor may be a period basis, i.e., 13 periods of 4 weeks each, etc.

4.The name of the person or organization being prequalified must be the proper legal name of the entity and must be shown IDENTICALLY on the Cover of this Statement, in the Letter of Credit, in the Independent Auditor's Report, in the Accountant's Verification Statement and in the Affidavit of the Entity.

The business name used shall be such that full disclosure is assured, i.e., an individual doing business as a trade name shall include the individual's name, DBA, and the trade name. A CORPORATION FILING A

CONSOLIDATED STATEMENT SHALL FULLY DISCLOSE THE IDENTITIES OF SUCH ENTITIES CONSOLIDATED.

5.The Financial Statement Data shall be certified by a Public Accountant holding a currently valid permit from the Nebraska State Board of Public Accountancy, or by any Certified Public Accountant holding a currently valid permit. Whenever the term Certified Public Accountant appears on said form, it shall be construed to include a Public Accountant holding a valid permit from the Nebraska State Board of Public Accountancy. If additional schedules, notes and addenda are attached to Form R-123 by the CPA, their opinion will then necessarily extend to these documents. ANY DEVIATIONS FROM THE STANDARD

REPORT FOUND ON PAGE 16 MUST BE FULLY EXPLAINED BY THE CPA.

6.The Financial Statements SHALL NOT be prepared and certified by an accountant who has directly or indirectly a financial interest in, or is connected with the business of the contractor submitting the statement.

The Contractor's Statement of Experience, Equipment and Financial Condition must be complete in all aspects to be considered as being an acceptable statement. This means all schedules must be completed as required, Detailed Equipment Schedules furnished including all data requested, all signatures are original and not copies or facsimiles, all questions answered and explanations furnished if required, etc. Unacceptable statements will be returned or additional information requested. The last day to accept resubmission of such data by the Contract Lettings Section is by 5:00 p.m., ten (10) days before the letting in which the Contractor desires to bid.

- 4 -

SPECIFIC INSTRUCTIONS - CONTRACTOR'S BALANCE SHEET AND SCHEDULES

(Pages 6 through 13)

(Where there are no instructions for a particular schedule, it is presumed that the schedule itself is self- explanatory.)

CONTRACTOR'S BALANCE SHEET

(Pages 6 and 7)

This statement shall be completed in all aspects. The use of cents is not necessary. Any further rounding of figures must be explained. The classification of Assets and Liabilities between current and non-current should be based on accounting principles generally recognized as criteria for classifications.

SUPPORTING SCHEDULES

(Pages 9 through 13)

All totals required by the supporting schedules should be shown on the appropriate schedule, even if supplementary additional sheets are used in lieu of the schedule blanks provided in the form.

Where schedules are not complete in themselves, attach supplementary memoranda explaining fully.

INVESTMENTS (Schedule 1) - Where there is no quoted market price of securities of affiliated organizations and investments in partnerships, joint ventures, etc., the investment should be shown at cost, with an indication of the book value of the underlying net assets. Cost of investment should reflect initial cost adjusted for additional investment and subsequent profits, losses and distributions.

NOTES RECEIVABLE (Schedule 2) - All itemizations under (a) and (b) must be complete.

ACCOUNTS RECEIVABLE (Schedule 3) - All itemizations under (a) and (b) must be complete.

INVENTORIES (Schedule 4) - Inventories of similar classification may be grouped. Basis of valuation of inventory must be stated.

PREPAID INSURANCE, OTHER PREPAID EXPENSES, AND OTHER ASSETS (Schedule 5) Self- explanatory.

CASH SURRENDER VALUE OF INSURANCE (Schedule 6) - Self-explanatory.

PROPERTY, PLANT AND EQUIPMENT (Schedule 7) - Under 7(a) where composite amounts or guideline method of depreciation are used, it would be practically impossible to show the accumulated depreciation by major asset category. Where plant and equipment have been included in group accounts for purposes of computing depreciation, it is suggested that some reasonable allocation be made of the reserve for depreciation of plant, equipment, construction, and other asset categories.

Equipment schedules should be updated for evaluation purpose and include, by classification, all equipment which is still serviceable although fully depreciated.

Under 7(b), land should indicate the carrying amount, that is cost less depletion. Also, under 7(b), items of a like nature can be grouped. Only owned land should be included in the schedule.

Under 7(c), if plant and equipment held under lease or rental contracts are listed in this schedule, the leases should be current as of the statement date, and should not include leases which have been recorded as purchases.

NOTES PAYABLE (Schedule 8) - All itemizations under (a) and (b) must be complete.

ACCOUNTS PAYABLE (Schedule 9) - All itemizations under (a) and (b) must be complete.

ACCUMULATED COSTS AND GROSS INCOME RECOGNIZED ON UNCOMPLETED CONTRACTS AND/OR DEFERRED CREDITS FROM BILLINGS AND ADVANCE COLLECTIONS ON UNCOMPLETED CONTRACTS (Schedule 10) - All explanations under Schedule 10 must be complete.

INDIVIDUAL OR PARTNERSHIP CAPITAL (Schedule 11)

CAPITAL STOCK (Schedule 12)

SURPLUS (Schedule 13)

ACCOUNTANT'S QUESTIONNAIRE

(Pages 14 and 15)

All questions must be answered and explanations furnished if required. - 5 -

Document Properties

Fact Detail
1. Form Name and Availability Form R-123, "Contractor's Statement of Experience, Equipment and Financial Condition", May 2005, available on the Contract Lettings’ website.
2. Prequalification Requirement Statements must be received by the Contract Lettings section of the Nebraska Department of Roads at least 10 days before the bid letting date.
3. Contact Information Nebraska Department of Roads Contract Lettings Section, with provided physical address, phone, fax, and email contacts.
4. Advertisement for Bids Required at least 20 days prior by posting in an official county newspaper for three consecutive weeks.
5. Letting Procedure and Payments Contracts are awarded to the lowest responsible bidder prequalified by the department, with specific payment terms including interest on retained payments.
6. Minimum Wage Requirements The department must predetermine minimum wages based on federal requirements for laborers and mechanics on highway construction projects.
7. Authority to Act The department can act on behalf of political subdivisions for contract bidding and letting for road projects.
8. Prequalification Application Bidders must apply for prequalification 10 days before contract lettings, with assessments based on experience, equipment, financial resources, and performance.
9. Statement Confidentiality and Certification Financial statements submitted for prequalification must be certified by a licensed public accountant and are kept confidential.
10. Proposal Forms Distribution Issued only to prequalified bidders, with specific restrictions on transferability and usage for bidding.

Guide to Using Nebraska Department Of Roads

Filling out the Nebraska Department of Roads Form R-123, also known as the "Contractor's Statement of Experience, Equipment, and Financial Condition," is a critical step for contractors planning to bid on construction, reconstruction, improvement, maintenance, or repair of roads, bridges, and their appurtenances. This form must be submitted well ahead of the bid letting date to ensure the contractor's eligibility. Careful attention to detail and accurate representation of your qualifications are essential in this process.

  1. Acquire the latest Form R-123 from the Nebraska Department of Roads Contract Lettings website. Ensure it is the version dated May 2005 or the most recent update.
  2. Read the entire form and instructions thoroughly before beginning to fill it out. Understanding each section and its requirements will streamline the process and reduce errors.
  3. Complete the section on contractor's experience. Include all relevant projects completed in the past, highlighting the ones similar to the work you intend to bid on. Be specific about your role and the project outcomes.
  4. Detail your equipment in the designated section. List all available equipment, its condition, and availability for the upcoming project(s). Ensure to include any leased or rented equipment that will be used.
  5. In the financial condition section, provide a comprehensive overview of your financial status. This includes current assets, liabilities, and net worth. The financial data must be certified by a certified public accountant (CPA) or a public accountant holding a valid permit from the Nebraska State Board of Public Accountancy.
  6. If opting to use a "Letter of Credit" as proof of financial condition, ensure it is from a licensed or charred financial institution and does not exceed $500,000. Include a certified copy by a qualified accountant.
  7. Review your submission for accuracy, completeness, and truthfulness. Ensure that all financial data is up-to-date and reflects your current situation accurately.
  8. Sign and date the form, confirming under oath the truthfulness and accuracy of the information provided. Your signature also authorizes the Nebraska Department of Roads to verify the information.
  9. Submit the completed form to the Nebraska Department of Roads Contract Lettings Section. Remember, it must be received at least ten (10) days before the bidding letting you intend to submit bids for. Check the letting schedule on their website for specific dates.
  10. After submission, prepare for the potential need to provide additional information or clarification. The department may request further details to fully assess your qualifications.

Once the Nebraska Department of Roads has received and processed your Form R-123, you will be considered for prequalification based on your stated experience, equipment availability, and financial condition. If prequalified, you will be eligible to bid on contracts for the construction, reconstruction, improvement, maintenance, or repair of roads, bridges, and related structures. Keep in mind, staying updated with the department's letting schedule and any changes in requirements is crucial for maintaining your eligibility to bid on future projects.

More About Nebraska Department Of Roads

What is Form R-123 and where can I find it?

Form R-123, known as the "Contractor's Statement of Experience, Equipment, and Financial Condition," is a document designed for contractors planning to bid on projects. Issued in May 2005, it's available on the Nebraska Department of Roads' Contract Lettings website. This form helps the department assess a contractor's capability and resources for undertaking road construction projects.

How do I submit my prequalification statements?

Prequalification statements must be delivered to the Contract Lettings Section of the Nebraska Department of Roads no later than 5:00 PM, at least ten (10) days before the letting date you intend to submit bids for. Ensure you check the letting schedule posted on the department's website to align your submission accordingly.

Who do I contact for questions about the bidding process or my submission?

If you have any inquiries, you should reach out to the Nebraska Department of Roads Contract Lettings Section. They are available via mail at P.O. Box 94759, Lincoln, NE 68509-4759, by phone at (402) 479-4525, via fax at (402) 479-3803, or by email at NDOR_Contract_Lettings@dor.state.ne.us.

What rules govern the letting of contracts by the Nebraska Department of Roads?

The Nebraska Department of Roads adheres to specific statutes for the letting of contracts concerning the construction, reconstruction, improvement, maintenance, or repair of state roads and bridges. Notices must be published for not less than three consecutive weeks in the county's official newspaper and possibly in additional newspapers to ensure adequate bid notice. Furthermore, contracts are awarded based on a competitive bidding process to prequalified, responsible bidders offering the lowest bids.

How is a contractor prequalified to bid on projects?

Contractors are required to submit a detailed account of their experience, equipment, financial status, and performance record for prequalification review at least 10 days before the contract letting date. This information is evaluated to determine the contractor's ability to undertake specific contracts successfully. The evaluation looks at financial stability, availability of appropriate equipment, organizational structure, and past performance.

What is required in the prequalification statement?

The prequalification statement must include, under oath, a comprehensive account of the contractor's financial standing, equipment, organization, and past experience relevant to the type of work they intend to bid on. Financial details must be certified by a certified public accountant or a public accountant with a current permit from the Nebraska State Board of Public Accountancy. This statement is confidential and solely for departmental use.

Can the qualification criteria change after submission?

Yes, the Nebraska Department of Roads may adjust a contractor's qualification rating if there are significant shifts in the contractor's financial ability, equipment availability, or other factors affecting their capability to perform the contracted work. Contractors seeking to change their rating or who have changes in their qualification status must submit a new statement or written request at least ten days before the letting in which they intend to bid.

Common mistakes

Filling out governmental forms accurately is crucial, especially when dealing with detailed documentation required for something as significant as a Department of Roads contract in Nebraska. Common mistakes can set back or disqualify applicants. Understanding these pitfalls can significantly enhance one’s chances of submitting a successful application.

One prevalent mistake involves the submission timeline. Applicants often miss the vital stipulation that prequalification statements must be received by the Contract Lettings Section of the Nebraska Department of Roads prior to 5:00 p.m. at least ten (10) days before the letting in which the applicant intends to submit bids. This oversight can automatically disqualify an otherwise well-prepared submission.

Another frequent error relates to the financial documentation required. Prospective bidders sometimes fail to provide financial statements certified by a certified public accountant or a public accountant holding a currently valid permit from the Nebraska State Board of Public Accountancy. According to the registration specifications, the financial showing in the statement must be certified to meet the form's requirements. This misstep not only questions the credibility of the provided financial data but also indicates non-compliance with the Department’s directives.

  1. Incorrectly assessing the qualification rating expiration date can lead to disqualification. Every applicant must ensure that their qualification rating does not expire on or before the date of the letting. Failure to submit a new statement for requalification at least ten (10 days) before the intended letting date sees many applicants fall at this hurdle.
  2. Many applicants mistakenly overlook the specificity required in detailing their experience, equipment, and financial condition. The form requires a comprehensive description that fully develops the applicant’s financial ability, adequacy of plants and equipment, and prior experience. A generalized or vague submission can significantly undermine an application.

Besides these errors, failure to comply with the rules about the confidentiality of the statements and proposals forms is also notable. The rules explicitly state that all information furnished to the department is confidential and that proposal forms, which are crucial in the prequalification process, will not be issued to any bidder later than 5:00 P.M. of the day preceding the letting, emphasizing the importance of both the confidentiality and the timeliness of submissions.

To navigate the complexity of the Nebraska Department of Roads form successfully, prospective contractors should approach the process meticulously, mindful of the finesse required in meeting the department's detailed submission criteria. By avoiding these common errors, applicants stand a much better chance of their prequalification statements being accepted, allowing them to bid on significant state highway projects.

Documents used along the form

Understanding the forms and documents typically required alongside the Nebraska Department of Roads form is crucial for entities interested in participating in the bidding process for construction projects managed by this department. Given the complexity and the need for meticulous adherence to procedures, here is a helpful guide of additional documents often used alongside the Department's Form R-123, "Contractor's Statement of Experience, Equipment and Financial Condition."

  • Bid Proposal Form: This is a mandatory document where the contractor outlines the bid amount for the project. It's where you distinctly state your price for undertaking the project as described in the contract documents.
  • Performance Bond: A performance bond assures that the project will be completed according to the contract's terms and conditions. It's a safety net for the department, ensuring that the contractor meets all obligations.
  • Payment Bond: Similar to the performance bond, the payment airbond guarantees that the contractor will pay all subcontractors, laborers, and material suppliers involved in the project.
  • Certificate of Insurance: This document verifies that the contractor has the necessary insurance coverage as required by the Nebraska Department of Roads, including liability and workers' compensation insurance.
  • Contract Agreement: Should the bid be successful, the contract agreement outlines the project's scope, terms, and conditions, including payment terms, project duration, and specifics of the work to be performed.
  • Subcontractor Agreements: If subcontractors are used, these agreements detail the work they will perform, the payment they will receive, and other conditions of their involvement.
  • Safety Compliance Documentation: This confirms that the contractor adheres to federal and state safety regulations, ensuring a safe working environment for all project participants.

Being thorough and detailed in preparing and submitting these documents can significantly affect the bidding process's outcome. It's not just about meeting the bare minimum requirements but about presenting your business as the most qualified, reliable, and suitable for the project’s needs. Each document plays a vital role in showcasing your capabilities and commitment to fulfilling the contract’s obligations with the highest standards. Therefore, taking the time to carefully prepare and review each one before submission is well worth the effort.

Similar forms

The Nebraska Department of Roads Form R-123, "Contractor's Statement of Experience, Equipment and Financial Condition," shares similarities with other documents used in the construction and bidding sectors, specifically regarding the structure and the type of information requested. These similarities ensure a standardized process for evaluating contractors' qualifications across various projects and agencies. Below are descriptions of documents that share similarities with Form R-123:

Federal Contractor Qualification Statement (Standard Form 330): Similar to the Nebraska Department of Roads' Form R-123, the Federal Contractor Qualification Statement, or Standard Form 330, is a comprehensive document utilized by federal agencies to evaluate the qualifications of architectural and engineering firms interested in federal projects. Both documents require detailed information about the contractor's or firm's experience, capabilities, and financial stability. They also include sections for listing past projects, references, and key personnel, ensuring that agencies can assess the suitability of contractors or firms for specific projects based on their track record and resources.

State Department of Transportation (DOT) Prequalification Forms: Across the United States, various State Departments of Transportation employ prequalification forms for contractors wishing to bid on state-funded transportation projects. These forms, like Nebraska's Form R-123, aim to vet contractors' qualifications, financial stability, and capability to complete projects efficiently and successfully. While each state may have unique requirements, the core purpose aligns closely with Form R-123, asking for detailed information on experience, equipment, financial condition, and sometimes specific classifications of work the contractor is interested in or capable of performing.

Construction Manager at Risk (CMAR) Prequalification Forms: Construction Manager at Risk (CMAR) projects, which involve a commitment by the construction manager to deliver the project within a Guaranteed Maximum Price (GMP), also use prequalification forms that bear similarities to Form R-123. These documents collect extensive data on a construction firm's financial health, experience, management practices, and previous projects to assess whether they can meet the unique demands of a CMAR contract. The need to demonstrate a solid record of managing projects efficiently and within budget makes these forms especially akin to the information and assurances sought by the Nebraska Department of Roads through Form R-123.

Dos and Don'ts

When interacting with the Nebraska Department of Roads form, particularly the Contractor's Statement of Experience, Equipment, and Financial Condition (Form R-123), applicants need to follow specific guidelines to ensure their submissions are accepted and properly evaluated. Below are recommended practices for what to do and what not to do during this critical process.

Things You Should Do:

  1. Submit Prequalification Statements on Time: Ensure your prequalification statements are received by the Contract Lettings section of the Nebraska Department of Roads at least ten days before the letting in which you intend to submit bids. Adhering to deadlines is crucial.
  2. Review All Pertinent Regulations and Requirements: Familiarize yourself with the sections of the State's regulations relating to the letting of contracts and prequalifications of bidders to fully understand your obligations and rights.
  3. Fill Out the Form Completely: Provide thorough and accurate information regarding your experience, equipment, and financial condition. Incomplete forms may result in processing delays or disqualification from the bidding process.
  4. Use the Correct Form: Ensure you are using the most current version of Form R-123, as outlined on the Contract Lettings’ website, to prevent any issues with outdated information.

Things You Shouldn't Do:

  1. Delay Your Submission: Avoid waiting until the last minute to submit your form. Late submissions will not be considered and can preclude your participation in the bidding process.
  2. Utilize Unverified Financial Information: Do not submit financial statements that haven't been certified by a certified public accountant or a public accountant holding a valid permit from the Nebraska State Board of Public Accountancy. Verification is a key requirement.
  3. Ignore Requests for Additional Information: Failing to timely provide any supplementary information requested by the department can negatively impact your qualification status or rating.
  4. Submit Inaccurate or False Information: Accuracy is paramount. Providing misleading, inaccurate, or false information can lead to disqualification from the bidding process and potential legal ramifications.

Abiding by these guidelines will help ensure a smoother process in your dealings with the Nebraska Department of Roads. For any questions or further clarification, direct communication with the Contract Lettings section is advised.

Misconceptions

Many people have misconceptions about the Nebraska Department of Roads form, specifically the Form R-123, "Contractor's Statement of Experience, Equipment, and Financial Condition". It's important to clarify these misunderstandings:

  • Anyone can submit bids at any time. In reality, prequalification statements must be received by the Contract Lettings Section of the Nebraska Department of Roads prior to 5:00 p.m. at least ten (10) days before the letting in which the applicant intends to submit bids.
  • The form is optional for bidding on contracts. This is incorrect; the form is essential for prequalification, which is a prerequisite for submitting bids on contracts for the construction, reconstruction, improvement, maintenance, or repair of roads, bridges, and their appurtenances.
  • Only big corporations need to submit the Form R-123. Actually, all persons wishing to bid on a contract—whether individual, co-partnership, association, corporation, or joint stock company—need to submit this form, except for contracts for repair and maintenance estimated by the engineer to be less than $2,500 or of an emergency nature.
  • The financial information on the form does not need to be certified. This is a misconception; the financial showing required in the statement must be certified by a certified public accountant or a public accountant holding a currently valid permit from the Nebraska State Board of Public Accountancy.
  • Any type of letter of credit will suffice for financial documentation. In fact, the "Letter of Credit" must be from a licensed or chartered financial institution and certified by a qualified accountant, up to an amount not exceeding five hundred thousand dollars ($500,000).
  • The submitted information is public. The statement is actually confidential and is intended for the use of the department only.
  • Form submission guarantees qualification. Submitting the form is just the first step; the department determines qualification based on a full evaluation of the applicant's experience, equipment, financial resources, and performance record.
  • Prequalification is permanent. Prequalification ratings are not permanent and can be increased, decreased, or expire, necessitating a new statement or written request for change at least ten days before the letting at which the qualification rating needs to be effective.
  • Proposal forms are available to anyone interested. Proposal forms are issued at the offices of the Department of Roads, Lincoln, Nebraska, not later than five pm of the day before the letting of the contract, and only to persons previously qualified by the department.
  • There is no deadline for submission of the Form R-123. The document clearly states that anyone interested in submitting a bid needs to have their prequalification statement in at least ten days before the contract letting date.

Understanding these points can greatly smooth the process of submitting bids for contracts with the Nebraska Department of Roads and ensure compliance with all necessary regulations and deadlines.

Key takeaways

Filling out and using the Nebraska Department of Roads Form R-123, known as the "Contractor's Statement of Experience, Equipment and Financial Condition" is a vital step for contractors wishing to participate in contract lettings. Here are key takeaways to ensure the process is handled correctly:

  • Form R-123 is accessible through the Contract Lettings’ website, providing convenience for applicants to obtain and review the form and its requirements.
  • Prequalification statements must be received by the Contract Lettings section of the Nebraska Department of Roads at least ten (10) days before the letting for which the applicant intends to submit bids. This deadline ensures that the department has sufficient time to review the applications.
  • Contractors should refer to the letting schedule posted on the Nebraska Department of Roads’ Contract Lettings Section website to plan their submission timelines accordingly.
  • For any questions or clarifications, contractors can directly contact the Nebraska Department of Roads Contract Lettings Section using the provided phone, fax, or email contact information.
  • Prequalification is determined based on a full and appropriate evaluation of the contractor's experience, equipment, financial resources, and performance record. This comprehensive approach ensures that only qualified contractors are considered for contracts.
  • A financial showing in the prequalification statement must be certified by a public accountant holding a valid permit from the Nebraska Board of Public Accountancy or by a certified public accountant with a valid permit.
  • Proposal forms for bidding are issued exclusively to prequalified contractors, emphasizing the importance of the prequalification process and ensuring that bids are only accepted from contractors deemed capable of fulfilling contract requirements.
  • Contractors desiring to bid on more than one class of work or to modify their qualifications must submit a written request for such changes at least ten days before the letting at which they wish to bid with the new classification. This enables contractors to adapt to evolving business capabilities and interests while allowing the department to maintain updated records of contractor qualifications.

Understanding these key points ensures that contractors can effectively navigate the prequalification and bidding process with the Nebraska Department of Roads, fostering a competitive and transparent environment for state highway contracts.

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