prequalification plan uganda
TRANSCRIPT
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PRE-QUALIFICATION OF SUPPLIERS FOR GOODS AND SERVICES
FOR THE PERIOD ENDING 30/06/2015
TENDER No: PLAN UG/01/2013
The following are the goods to apply for Pre-qualification.
1.1: CATEGORY A: SUPPLY OF GOODS
PLAN UG/G/1/2013: School and Office Furniture, Fittings and Equipment
PLAN UG/G/2/2013: Computer hardware and Allied Accessories
PLAN UG/G/3/2013: Telecommunication Equipment, Spares and Accessories
PLAN UG/G/4/2013: General Office Stationeries
PLAN UG/G/6/2013: Daily Newspapers
PLAN UG/G/7/2013: Tyres and Tubes (supply and tyre management services)
PLAN UG/G/8/2013: Supply of Emergency Relief Supplies (School learning materials
and teaching materials)
PLAN UG/G/9/2013: Supply of Fresh Milk
PLAN UG/G/10/2013: Supply of school uniforms for children
PLAN UG/G/11/2013: Supply of mineral water for office drinking
PLAN UG/G/12/2013: Supply of office cleaning materials and other consumables.
PLAN UG/G/13/2013: Supply of relief food and non-food items
PLAN UG/G/14/2013: Supply of medical drugs and health equipment.
PLAN UG/G/15/2013: Supply of Motor vehicles and Motor cycles
PLAN UG/G/16/2013: Supply of Generator, Air Conditioners, Solar equipment andinvertors
PLAN UG/G/17/2013: Supply of Protective Gears (Safety boots, overalls, helmets,
overcoats and leather gloves)
PLAN UG/G/18/2013: Supply of Hardware equipment and Building materials (cement,
iron sheets, iron bars, paints, painters, metallic boxes, bricks, river sands, Timber, etc)
PLAN UG/G/19/2013: Supply of Bicycles and Accessories
PLAN UG/G/20/2013: Supply of vocational/Start up tools (plumbing, motor vehicle
mechanics, building welding, catering, tailoring salon and carpentries)
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1.2: CATEGORY B: PROVISION OF SERVICES
PLAN UG/S/1/2013: Provision of security guarding services
PLAN UG/S/2/2013: Repair and Maintenance of Buildings e.g. Plumbing, Painting,
Renovations, Electrical, civil construction, Masonry services
PLAN UG/S/3/2013: Provision of team building services
PLAN UG/S/4/2013: Provision of filming and recording
PLAN UG/S/5/2013: Supply and Maintenance of Fire fighting Equipment.
PLAN UG/S/6/2013: Air Travel Agency Services/Tours services
PLAN UG/S/7/2013: Provision of Taxi and Car Hire Services
PLAN UG/S/8/2013: Provision of Courier Services
PLAN UG/S/9/2013: Provision of transportation services
PLAN UG/S/10/2013: Repairs, Service and Maintenance of Motor Vehicles and motor
bikes
PLAN UG/S/11/2013: Repair and Maintenance of Office Equipment e.g. Photocopiers,
Faxes,
PLAN UG/S/12/2013: Design and Printing of Calendars, Diaries, Christmas Cards,
Brochures, Magazines, t-shirts, Booklets and Annual, promotional and branded
Materials.
PLAN UG/S/13/2013: Provision of alarm response, electric fence and related electronic
security solutions.
PLAN UG/S/14/2013: Repair and Maintenance of Computers, Servers and Computer
Accessories
PLAN UG/S/15/2013: Maintenance of PABX Machine & related Telecommunication
equipments
PLAN UG/S/16/2013: Provision and Maintenance of Internet Service Connectivity
PLAN UG/S/17/2013 Provision of Hotel, Conference and Accommodation Services
PLAN UG/S/18/2013: Provision of Motor Vehicle/motor cycle insurance
PLAN UG/S/19/2013: Provision of Legal Services
PLAN UG/S/20/2013: Provision of Motor Vehicle tracking Devices
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PLAN UG/S/21/2013 Provision of Branding and interior design services
PLAN UG/S/22/2013: Provision of consultancy for various services in different
technical and operational areas (Provider to indicate areas of expertise) and as per
appendix 1 on page 19.
PLAN UG/S/23/2013: Provision of carpentry services
PLAN UG/S/24/2013: Provision of translation services
PLAN UG/S/25/2013: Provision of catering services
PLAN UG/S/26/2013: Provision of construction work services
PLAN UG/S/27/2013: Provision of medical Insurance services
PLAN UG/S/28/2013: Provision of repair/services and maintenance of generators, airconditioners and solar equipment and invertors
PLAN UG/S/29/2013: Provision of Auctioneering services
PLAN UG/S/30/2013: Provision of land quality surveying and Architectural services
PLAN UG/S/31/2013: Provision of valuation and Assets assessment services
PLAN UG/S/32/2013: Provision of Cleaning and fumigation services
PLAN UG/S/33/2013: Provision of Clearing and forwarding services
PLAN UG/S/34/2013: Provision of Audit services
PLAN UG/S/35/2013: Provision of advertising & media coverage services
PLAN UG/S/36/2013: Provision of secretarial, binding and photocopying services
PLAN UG/S/37/2013: Provision of staff recruitments, salary surveys, staff grading and
staff job evaluation services.
PLAN UG/S/38/2013: Provision of public address system services, Brass Band, tents,plastic chairs
PLAN UG/S/39/2013: Provision of garbage collection and sanitary management
services.
PLAN UG/S/40/2013: Provision of Institutionalized vocational training services
PLAN UG/S/41/2013: Provision of Drilling, hand pumps installation and construction of
bore holes services.
PLAN UG/S/42/2013: Provision of Drilling and construction of Shallow wells and valleytanks services
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PLAN UG/S/43/2013: Provision of design and construction of Gravity flow schemes
services.
INSTRUCTIONS TO TENDERERS
1. Pre-Qualification Instructions
2. Brief Contract Regulations
3. Pre-Qualification Data Instructions
4. Form PQ - 1 Pre-Qualification Document
5. Form PQ - 2 Prequalification Data
6. Form PQ - 3 Supervisory Personnel
7. Form PQ - 4 Financial Position
8. Form PQ - 5 Confidential Business Questionnaires
9. Form PQ - 6 Past Experiences
10 .Forms PQ 7 Sworn Statements
2.0 PRE-QUALIFICATION INSTRUCTIONS
2.1 Introduction
Plan Uganda would like to invite interested suppliers/Service providers who must
qualify by meeting the set criteria below as provided to be included in the supplier
database and be considered for the supply of goods and services to the organization for
a period of two year. Pre-qualification process is not a guarantee for business; rather, it
is a process that ensures companies that are prequalified become eligible to be called
upon to provide quotations for the provision of goods and services, when such services
or goods are required by the organization.
2.2 Invitation of Pre-qualification
Suppliers registered with Registrar of Companies under the Laws of Uganda in
respective merchandise or services are invited to submit their Pre-Qualification
documents to Plan Uganda tender Committee, so that they may be pre-qualified for
submission of quotations. The prospective suppliers are required to supply mandatory
information for pre-qualification.
2.3 Experience
Prospective suppliers must have carried out successful supply and delivery of similar
items/services to NGOs/UN agencies/Government Corporation/ institutions of similar
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size and complexity. Potential suppliers must demonstrate the willingness and
commitment to meet the pre-qualification criteria.
2.4. Pre-qualification Document
This document includes questionnaire forms and documents required from prospectivesuppliers. In order to be considered for pre-qualification, prospective suppliers must
submit all the information herein requested. Failure to supply any of the required
mandatory documents will lead to an automatic disqualification.
2.5 Questions Arising from Documents
Questions that may arise from the pre-qualification documents should be directed to the
Following address:
THE CHAIRMAN, TENDER COMMITTEE,
PLAN INTERNATIONAL IN UGANDA: PLOT 126, LITHHULI AVENUE, BUGOLOBI
P.O BOX 12075 KAMPALA, UGANDA
2.6 Additional Information
Plan Uganda reserves the right to request submission of additional information from
prospective supplier/service providers without offering any explanation for such
request.
Request for quotations will be made available only to those supplier/service providers
who have been successful at the Pre-qualification stage and have been notified in
writing as being successful pre-qualified suppliers/service providers for Plan Uganda
for the period specified in this pre-qualification document.
A supplier/service provider will be deemed to have been successful for this pre-
qualification after scoring more than 75 points after the completion of the pre
qualification process.
3.0: PRE-QUALIFICATION DATA INSTRUCTIONS
3.1 Pre-qualification data forms
The attached questionnaire forms PQ-1, PQ-2, PQ-3, PQ-4, PQ-5, PQ-6, PQ-7, are to be
completed by prospective suppliers/service providers who wish to be pre-qualified forsubmission of tender for the specific category.
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3.1.1 The pre-qualified application forms which are not filled out completely and
submitted in the prescribed manner will not be considered. All the documents that form
part of the proposal must be written in English and in blue Pen. Failure to adhere to
this shall lead to disqualification.
3.2 Qualification
3.2.1 It is understood and agreed that the pre-qualification data on prospective
suppliers/service providers is to be used by Plan Uganda in determining, according to
its sole judgment and discretion, the qualifications of prospective suppliers/services
providers to perform in respect to the Tender Category as described by the client.
3.2.2 Prospective supplier/service provider will not be considered qualified unless in
the judgment of Plan Uganda and based on the set criteria they possess capability,
experience, qualified personnel available and suitability of equipment and net current
assets or working capital sufficient to satisfactorily execute the contract for
goods/services.
4.3 Essential Criteria for Pre-qualification
(a) Experience: Prospective supplier/service provider shall have at least two (2)
year experience in the supply of goods, services and allied items and must show
competence, willingness and capacity to service the contract. The supplier must be at
least a retailer/wholesaler or a registered third party supplier to be considered for
prep-qualification. Those suppliers who will have experience supplying goods in the
region, shall have an added advantage
(b) For consultancy services: the bidder shall have at least four (4) years of
experience in consultancy work, the lead consultants and their alternate consultants
shall possess at least a masters degree in relevant Area of expertise and shall have a
regional consultancy work experience as the minimum. Other requirements shall be
outlined on the specific TOR.
(c ) Suppliers written reference from the companies they have supplied goods and
services to must be attached to the bid documents. Suppliers with references coming
from regionally recognized companies or organizations shall have an added advantage.
The reference letter shall only be acceptable if it is on the referencing company letter
head and a company stamp and signed by the director of the referee company.
(d) Personnel: The names, pertinent information and CV of the key personnel for
individual or group to execute the contract must be indicated in form PQ-3. An
organogram should be attached as well, including the contact information of the person
who will be handling any of the Plan Uganda contracts for supply of goods and services.
(e) Financial Condition: The Suppliers financial condition will be determined by
latest financial statement submitted with the prequalification documents as well as
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proof of financial capability regarding suppliers credit position. Potential suppliers will
be pre-qualified on the satisfactory information given. For the purpose of this pre-
qualification, only financial statement for the year ending 2012 shall be admissible.
(f) Special consideration: will be given to the financial resources available as
working capital, taking into account the amount of uncompleted orders on contract and
now in progress. Data to be filled / provided on Form PQ-4. However, potential bidders
should provide evidence of financial capability to execute the contract.
(g) Past Performance: Past performance will be given due consideration in pre-
qualifying bidders. Letter of reference from past customers should be included in Form
PQ-6
(h) Statement: Application must include a sworn statement Form PQ-7 by the
Tenderer ensuring the accuracy of the information given. The statement must bear the
signature and stamp of the company Director for it to be admissible.
4.4 Withdrawal of Prequalification.
Should a condition arise between the time the firm apply for pre-qualification and the
bid opening date or between the time a supplier is pre-qualified and the time the
supplier is required to supply the goods or services, which could substantially change
the performance and qualification of the bidder or the ability to perform such as but not
limited to bankruptcy, change in ownership or new commitments, Plan Uganda reserves
the right to disqualify such supplier from further pre-qualification or even reject the
tender from such a supplier even though they have been initially pre-qualified.
4.5: Valid registration:
The firm must have a fixed Business Premise and must be registered in Uganda, with
certificate of Registration, Incorporation/Memorandum and Articles of Association,
copies of which must be attached. A valid business/Trade licence must be attached to
the bid document
4.6. Proof of Tax compliance:
The firm must show proof that it has paid all its statutory obligations and have current
Tax Compliance Certificate and a VAT certificate. Tax compliance must be valid as
verification of its validity shall be independently done by the committee pre-qualifying
the suppliers.
4.7 Prequalification Criteria Required Information Form and Scoring systems
1. Registration Documentation PQ-1 (20 points)
2. Pre-qualification Data PQ-2- (15 points)
3. Supervisory Personnel PQ-3- (10 points)
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4 Financial Position PQ-4- (25 points)
5. Confidential Report PQ-5- (5 points)
6. Past Experience PQ-6 (25 points)
TOTAL 100
FORM PQ-1 REGISTRATION DOCUMENTATION
All firms must provide copies of the following:-
1. Certified Certificate of Registration / Incorporation.
2. VAT Registration Certificate if applicable.
3. Valid Tax Compliance Certificate from Uganda Revenue Authority4. Certified copies of audited accounts if applicable
5. Letter of recommendation from previous entities served/supplied.
6. Evidence of physical registered office.
(20 points)
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FORM PQ-2 - PRE-QUALIFICATION DATA
REGISTRATION OF SUPPLIERS APPLICATION FORM
1. Name of firm/individual ..
Category applied for:
Category code ..
Post Office Address
Town .
Street
Name of building
Room / Office No. Floor No. ..
Telephone Nos. .
Full Name of applicant .
Other branches location .
Organization & Business Information
Management Personnel .
Chief Executive / Proprietor .
General Manager
Treasurer
Other
Partnership (if applicable)
2. Names of Partners
3. Business founded or incorporated ...........
4. Under present management since ..
5. Net worth equivalent Ushs..
6. Bank reference and address
7. Enclose copy of organization chart of the firm indicating the main fields of activities.
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8. State any technological innovations or specific attributes which distinguish you from
your competitors
10. Indicate terms of trade/sale
(15 Points)
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PQ-3 SUPERVISORY PERSONNEL
Tender for Prequalification of Suppliers - Goods & Services for the period ending
30/06/2015
Name
Academic Qualification
Professional Qualification ..
(Attach Certificates if any)
Length of service with Contractor or Supplier position held
.
(10 Points)
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PQ-4 - FINANCIAL POSITION AND TERMS OF TRADE
(1) Attach a copy of firms audited accounts for previous two years. The audited
account to be signed and stamped by recognized audit firms.
(2) Attach evidence of cash position e.g. original certified copy of bank statement
regarding suppliers credit position.
(3) If Pre-qualified, will you require advance from Plan Uganda to supply goods or
services to Plan Uganda? -----------------Yes/No
(4) What will be your preferred payment terms (Plan proposes a minimum of 30
days credit terms?)
(5) What will be your preferred mode of payment?.....cheque/bank transfer/any
other (please indicate)
(25 Points)
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PQ-5 : CONFIDENTIAL BUSINESS QUESTIONNAIRE
You are requested to give the particulars indicated in Part I and either Part 2 (a), 2 (b)
or 2 (c) whichever applies to your type of business.
You are advised that it is a serious offence to give false information on this form
Part I- General:
Business Name
Location of business premises.
Plot No. . Street/Road.....
Postal Address...Tel. No......
Nature of business
Current Trade Licence. No.Expiring date....
Maximum value of business which you can handle at any one time:
Ushs.
Name of your bankersBranch
1.
2.
3.
Part 2 (a) Sole Proprietors
Your name in full..Age..
NationalityCountry of origin.
*Citizenship details...
Part 2 (b) Partnership
Given details of partners as follows:
Name Nationality Citizenship Details Shares
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Part 2 ( c) Registered Company:
Private or Public.
State the nominal and issued capital of company-
Nominal Ushs....
Issued Ushs....
Given details of all directors as follows:-
Name Nationality Citizenship Details Shares
1.
2.
3.
4.
Date ...Signature of Candidate.
*if Ugandan Citizen, indicate under Citizenship Details whether by Birth,
Naturalization or Registration.
(5 points)
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FORM PQ-6 - PAST EXPERIENCE
NAMES OF THE APPLICANTS CLIENTS IN THE LAST FIVE YEARS
1. Name of the 1stClient (Organization)
i) Name of Client (organization)
ii) Address of Client (organization)
iii) Name of Contact Person at the client (organization) ..
iv) Telephone No. of Client
v) Value of Contract
vi) Duration of Contract (date) ..
vii. What goods/services did you supply/offer-----------------------------------------------------
(Attach documental evidence of existence of contract)
2. Name of 2nd Client (organization)
i) Name of Client (organization)
ii) Address of Client (organization)
iii) Name of Contact Person at the client (organization) ..
iv) Telephone No. of Client
v) Value of Contract
vi) Duration of Contract (date) ..
vii. What goods/services did you supply/offer-----------------------------------------------------
(Attach documental evidence of existence of contract)
3. Name of 3rd Client (organization)
i). Name of Client (organization)
ii).Address of Client (organization)
iii). Name of Contact Person at the client (organization) ..
iv).Telephone No. of Client
v). Value of Contract
vi). Duration of Contract (date)-------------------------------------------------------------------------
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vii. What goods/services did you supply/offer-----------------------------------------------------
(Attach documental evidence of existence of contract)
4. Others
(25 points
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FORM PQ-7 - SWORN STATEMENT PRE-QUALIFICATION OF SUPPLIERS FOR SUPPLY
OF GOODS AND SERVICES
Plan Uganda intends to update its register for suppliers for various goods, works and
services for the year ending 30/06/2015. Interested eligible suppliers are invited to
apply for prequalification, indicating the category of goods, works or services they wish
to supply.
Having studied the pre-qualification information presented above, we/I --------------------
--------hereby state:
a. The information furnished in my/our application is accurate to the best of my/our
knowledge.
b. That in case of being pre-qualified I/we acknowledge that this grants us the right to
participate in due time in the submission of a tender or quotation on the basis ofprovisions in the tender or quotation documents to follow.
c. I/We enclose all the documents and information required for the pre-qualification
evaluation.
d. That Plan Uganda reserves the rights to accept or reject my pre-qualification
documents without necessary providing a reason for such a decision.
e. That pre-qualification does not mean automatic contract award for the goods or
services my/our company have been pre-qualified for. Business award will be based onavailability of resources, needs and competitive quotations and/or bids and if not
competitive, I/we will not be awarded the contract.
f. That in case during the period of the pre-qualification, I/we are not able to do
business with Plan-Uganda, for whatever reason, I/We will not hold Plan Uganda
responsible and I/we absorb Plan Uganda of any blame for lack of business engagement.
Date
Applicants Name
Represented by
Signature
(Full name and designation of the person signing and stamp or seal)
NB: Failure to sign this statement will lead to an automatic disqualification of the
supplier/service provider from any further pre-qualification considerations
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Appendix 1
CONSULTANCIES
1
HUMAN RESOURCES DEVELOPMENT,MANAGEMENT AND
ADMINISTRATION,CONSULTANCY INCLUDING ORGANISATIONAL STRUCTURE,SALARYSURVEYS,GRADING,RECRUITMENT AND TRAINING
2 EDUCATION(CURRICULUM DESIGN AND DEVELOPMENT
3 LEGAL CONSULTANCY SERVICES
4INFORMATION TECHNOLOGY AND SYSTEMS DESIGNS,IT NETWORKING AND SOFTWARE MAINTENANCE
5 HEALTH AND HIV AIDS
6NEEDS ASSESSMENT,SITUATION ANALYSIS,BASE LINE SURVEYS,PROJECT DESIGNSAND FEASIBILITY STUDIES
7 CHILD PROTECTION
8 AGRICULTURE AND CROP MANAGEMENT
9 MICROFINANCE10 WATER AND SANITATION
11 CAPACITY BUILDING TRAININGS IN DEVELOPMENT WORK
12 MONITORING AND EVALUATION
13 EARLY CHILDHOOD TRAINERS
14 WATSAN COMMUNITY TRAINERS
15 DRAMA TRAINERS
16 TRAINERS IN AGRICULTURE
17 GROUP DYNAMICS AND VSLA TRAINERS
18 HEALTH TRAINERS
19HANDS ON VOCATIONAL TRAINING (MOTOR MECHANICS AND WELDING,TAILORINGAND SALOON)
20 ARCHITECTURAL,ELECTRICAL,MECHANICAL AND CIVIL
21 SPECIAL NEEDS EDUCATION