QUALIFICATION OF SUB-CONTRACTORS FOR FIRE DETECTION AND ALARM SYSTEM FOR CFC STANBIC BANK REF: 2014/15-06.
TABLE OF CONTENTS Part 1: General Instructions Section I Company Profile Section II Financial Status of the Firm Average Annual Construction Turnover Financial Resources Current Contract Commitments/Works in Progress Section III Office & Service Facilities Personnel Part 2: Key Qualification (20 Marks) Section IV Section V Section VI Section VII Equipment Owned Firms Experience References List of Attachments to be submitted (40 Marks) Part 3: Personal Biodata (10 Marks) Part 4: Academic Qualifications (10 Marks) Part 5: Professional Experience (10 Marks) Part 6: Appendices Declaration Banker s Reference Inspection Form Pending Litigation Confidential Business Questionnaire (10 Marks) 2
Ref No: Date: APPLICATION FORMS FOR PREQUALIFICATION OF FIRE DETECTION AND ALARM SYSTEM SUB-CONTRACTOR A. GENERAL INSTRUCTIONS Dear Applicant, Thank you for showing interest to offer construction services by procuring this application form for Pre-qualification as fire detection and alarm system sub-contractor. Before filling form you are advised to read carefully the General Conditions and Procedures for prequalification of Contractors, which are issued with this form. A duly filled application shall be returned together with the tender the format given. Thanking you Yours faithfully, HEAD OF PROCUREMENT CFC STANBIC BANK 3
ELIGIBILITY FOR QUALIFICATION AS FIRE DETECTION AND ALARM SYSTEM SUB-CONTRACTOR 1.0 Qualifications Qualifications necessary for qualification are: - (a) (b) (c) (d) (e) (f) A contractor MUST have the minimum technical qualifications and skills prescribed. At least one of share holders or Partners must have the technical qualifications and skills set. Necessary experience as prescribed in the field of application of which, having satisfactorily completed a project of similar nature and magnitude within the last three years is a MUST Ref. (Section V). The applicant s professional and general conduct to be such that, in the opinion of the evaluation committee, he/she is a person fit and proper to be pre-qualified. The applicant must have necessary Plant and Equipment for execution of the intended works. The applicant must show proof of ownership such as vehicle logbooks, receipt etc. The Applicant MUST attach all documents indicated in section VII A minimum score of at least 70% of the technical specifications given 1.1 Exception The Committee may refuse to prequalify a person as a contractor if its opinion: - (a) Is a person whose employment shall result into conflict of interest with his employer. 1.2 Distinction of Local and Foreign Contractors There shall be no distinction of categories of contractors, namely Local and Foreign. 4
B. APPLICATION FORM FOR QUALIFICATION OF FIRE DETECTION AND ALARM SYSTEM SUB-CONTRACTOR For official use only Application received by Receipt No. Processing Site inspection on.. Site inspection by. Application submitted to the. Approved Not approved.. Scores Mark Out Of Part 1: General Instructions (20 Marks) Part 2: Key Qualification.. (40 Marks) Part 3: Personal Bio data... (10 Marks) Part 4: Academic Qualifications. (10 Marks) Part 5: Professional Experience... (10 Marks) Part 6: Appendices. (10 Marks) Total 100 5
SECTION I: COMPANY PROFILE 1. Company s Name in full.. 2. Address of Head Office 3. (a) Telephone No... (b) Fax No.. (c) E-mail... (d) Internet Website. 4. Banker s Name(s) and Address(es)..... 5. Place(s) of Business (i.e. Location of Main Branch Offices). (Write house/plot No. Block No. Street Name and Village/Town/City Name) 6. Current Class. Registration No... Year of Registration. (Attach copy of Registration Certificate) 7. No. of Certificate of Incorporation of Business Names.. (Copy of Certificate required) 8. (a) Registered Capital:.. (b) Paid up Capital (Applicable to Companies, which are limited by, shares as shown in their memorandum and Articles of Association). 9. Names, qualifications/experience and nationality of directors or partners. Put a star (*) against the technically qualified directors/partners. S/No. Name Qualification Nationality % Shares.................... (Attach certified copies of share certificates) 10. Current Business License (attach copy) Number:.. Date Issued:. Place Issued:.. 6
CONFIDENTIAL BUSINESS QUESTIONNAIRE You are requested to give the particulars indicated in Part 1; either Part 2(a), 2(b), (c) and (d) whichever applies to your type of business; You are advised that it is a serious offence to give false information on this form Part 1 General Business Name:. Location of Business Premises; County/Town Plot No Street /Road.. Postal Address: Tel No Fax: Email: Nature of Business:. Current Trade License No..: Expiry Date. Maximum Value of business which you can handle at any time Kshs Name of your bankers Branch. Part 2 (a) Sole Proprietor Full Name:. Age. Nationality. Country of Origin. *Citizenship details.. Give details of partners as follows: Part 2 (b) Partnership Name in full Nationality Citizenship details Shares............. 7
Part 2 (c) Registered Company Private or Public:. State the nominal and issued capital of the company: Nominal Kshs... Issued Kshs Give details of directors as follows : Name in full Nationality Citizenship details* Shares............. Part 2 (d) Interest in the firm Is there any person / persons in (Name of employer) who has interest in this firm? Yes/No. (Delete as necessary) I certify that the information given above is correct.. (Title) (Signature) (Date) *Attach proof of citizenship 8
Financial Data f SECTION II: FINANCIAL STATUS OF THE FIRM Financial Data for Previous 3 Years [KSH. Equivalent] Year 1: Year 2: Year 3: Information from Balance Sheet Total Assets Total Liabilities Net Worth Current Assets Current Liabilities Information from Income Statement Total Revenues Profits Before Taxes Profits After Taxes Attached are copies of financial statements (balance sheets including all related notes, and income statements) for the last three years, as indicated above, complying with the following conditions. All such documents reflect the financial situation of the firm, and not sister or parent companies. Historic financial statements must be audited by a certified accountant. Historic financial statements must be complete, including all notes to the financial statements. Historic financial statements must correspond to accounting periods already completed and audited (no statements for partial periods shall be requested or accepted). 9
Form FIN-2: Average Annual Construction Turnover Each Bidder or member of a JV must fill in this form Year Annual Turnover Data for the Last 3 Years (Construction only) Amount Currency Exchange Rate UUS KSH.US KSH. Equivalent Average Annual Construction Turnover. 10
Form FIN-4: Current Contract Commitments / Works in Progress Bidders and each partner to a JVA should provide information on their current commitments on all contracts that have been awarded, or for which a letter of intent or a acceptance has been received, or for contracts approaching completion, but for which an unqualified, full completion certificate has yet to be issued. Name of contract 1. Employer, contract address/tel/fax Value of outstanding work (current KSh. equivalent) Estimated completion date Average monthly invoicing over last six months KSh. month) 2. 3. 4. 5. Etc. 11
SECTION III: OFFICE AND SERVICE FACILITIES Established Size (m 2 ) No. of Rooms A. Office Staff Installed Facilities Position No. Type No. B. Service Workshop C.Testing Equipment 12
Personnel The Bidder shall provide details of the proposed personnel and their local experience records. PART 2: KEY QUALIFICATION Particulars of Permanent Personnel (Including Directors/Partners, Technical and Administrative Staff) Name of personnel Nationality Academic Qualification* Total Work Experience Status and Position in Company* No. of Years With the Company Basic Terms of Employment (Permanent or Contract). Signature and Official Stamp Date * Attach Certificate or Testimonials and CVs ** Directors/Partners should be shown clearly 13
SECTION IV: EQUIPMENT OWNED Particulars of Construction Equipment Owned by Company Name of Equipment Type/Make/Model Date of Manufacture Qualification No/Serial No/Other Identification mark Owned/Leased Remarks. Signature and Official Stamp Date * Attach copies of license and/or any other documents as proof of ownership. If leased indicate source and submit certified lease agreement. 14
SECTION V: FIRMS EXPERIENCE Particulars of Contracts of similar nature in hand or executed by the firm for the last three years with particular reference to Kenya including works carried out as sub-contractor. Please give names of Main Contractors for works carried out as sub-contractor. (Evidence required for each project e.g. copies of first pages of contract agreements up to page containing signatures and seals and appendices to the contract (Jobs without copies of Contract agreement should not be included in this list): Project Type & Location Main or Sub- Contractor Client and his address Consultant and his address Original contract sum (KSH. M) Final contract Sum (KSH. M) Month & Year started Month & year completed Extension of time (if any) Remarks/ Explanation. Signature and Official Stamp Date * Attach Certificate of Completion ** (e.g. why project delayed or not completed) *** You may use similar table if space provided here is not sufficient 15
SECTION VI: REFERENCES Names and qualifications of at least two Referees. Referees must be registered Engineers, Architects or Quantity Surveyors. The Referee must be a person who knows and can comment on the performance of the firm. (NB; A fellow contractor cannot be a referee, even if he is registered.). Name: Qualification No.** Postal Address 1..... 2... 3.... *Copies of attendance certificate(s) required ** Professionals Qualification number must be given I/We the undersigned hereby declare as follows (i) (ii) (iii) (iv) (v) (vi) My/Our signing of this application form implies acceptance of responsibility for the veracity and accuracy of all submitted therein or therewith. The information given will be used by the evaluation Committee for the purpose of evaluating this application for Qualification. Such Qualification will be approved at the sole discretion of the Committee Any employer, consultant or banker, past or present, is hereby authorized and requested to provide information on the competence and general reputation of this firm if so requested by the committee. The committee is welcome to visit and physically inspect my/our establishment and works (contracts) executed, when it deems fit to do so, in order to verify the authenticity of the information given herein, or by our Referees, or obtained from any other source regarding our firm. Failure to complete any part of this application from may result in not being registered. My/Our firm shall not be engaged in any act of corruption in whatever forms. Dated this day of.20 (i) Signed by (Name in Block letters) in the capacity of. (Status in Firm). Signature (ii) Signed by. (Name in Block letters) in the capacity of. (Status in Firm). Signature 16
SECTION VII MANDATORY LIST OF ATTACHMENTS TO BE SUBMITTED* 1) Certificate of Incorporation 2) Valid Tax compliance certificate 3) Manufacturer letter of Authority for proposed equipment dealership 4) V.A.T & Pin Certificate 5) List of and Proof of Projects Undertaken in the Past 6) List of on-going projects 7) Audited Financial Statement 8) Letters of recommendation 9) Location of offices and any branches * Tick against those attachments you have submitted. Additional attachments may be listed separately on the covering letter. 17
PART 3: PERSONAL BIODATA CURRICULUM VITAE FOR SHARE HOLDERS OR PARTNERS OF FIRE ALARM SERVICE PROVIDER FIRM (Each director/partner of the Company should fill in this Form) 1. Names: Surname: First: Middle: 2. Date of Birth: Year:.. Month:.. Date:.. Place of Birth: 3. Identification: Nationality:. Passport/ID No... Work Permit No. Date of Expiry: 4. Residential Address: Street:.. Town/City:. Country:. 5. Postal Address: P.O. Box Town/City: Country: Fax No.: E-mail:.. 6. (a) Position held (b) (c) Number of shares held. Percentage of shares held. 18
PART 4: ACADEMIC QUALIFICATIONS Name of Training Institution Date Certificate/Award From To PART C: PROFESSIONAL QUALIFICATIONS Name of Institution/Board Date Certificate/Award From To 19
PART 5: PROFESSIONAL EXPERIENCE Particulars of Experience Date Employer From To PART 6: DECLARATION I declare that the information given above is correct. Signed: Date:.. 20
Ref. No. Date To:... Dear Sir, QUALIFICATION OF CONTRACTORS BANKER S REFERENCE M/S have applied for prequalification as a sub-contractor for fire detection and alarm system. They have given the name of your Bank as reference to their financial standing. We shall therefore be grateful if you would provide the necessary information regarding the financial status of the firm in question and suggest their suitability and capability for managing projects of the size and type being applied for. Your recommendation shall preferably be supported by indication of the line of credit available to the contractor and any other relevant information. Please be assured that all information will be treated confidentially. Yours faithfully, HEAD OF PROCUREMENT CFC STANBIC BANK 21
APPLICATION FOR PREQUALIFICATION FOR FIRE DETECTION AND ALARM SYSTEM WORKS FOR CFC STANBIC BANK To: Head of Procurement CFC Stanbic Bank I/We wish to apply for prequalification for fire detection and alarm system works for CFC Stanbic Bank. Enclosed herewith, please find one set of duly filled and signed Application Form with standard attachments as marked on the list of attachments at the end application form. In addition I/We enclose the following attachments for your reference: (i) (ii) (iii) (iv).... I/We understand that the Committee reserves the right to decide in which Class my/our Firm may be registered. Name of Applicant:.. Authorized signature and official Stamp Date Postal Address:.. Telephone No. 22
INSPECTION FORM 1. Name of Firm 2. Application Ref No. 3. Office (a) Location Street.. Building/House No. Floor... Door Sign (if any).. (b). Establishment Number of Rooms. Total size (m2). Number of Staff. Clerical.. Technical Office Equipment... 4. Workshop Location Size (m 2 ) Plant & Vehicles (check against submitted list and verify Qualification particulars and make comments on separate sheet) Staff: (a) Mechanics. (b) Others. 5. Declaration I/We declare that the information provided above is based on my/our personal assessment not influenced in any manner by the applicant or any other person. Signed on this. day of. (month & year) Name.. Position. Signature Name.. Position. Signature 23
Form LIT: Pending Litigation Each Bidder or member of a JV must fill in this form Pending Litigation No pending litigation Pending litigation Year Matter in Dispute Value of Pending Claim in KSH. Equivalent Value of Pending Claim as a Percentage of Net Worth 24