Pakistan: Punjab Skills Development Fund Tender Document Skills For Tribal Area Development Project

Transcription

1. PUNJAB SKILLS DEVELOPMENT FUND Bidding Document For Skills for Tribal Area of DG Khan & Rajanpur January 2017
2. CONTENTS OF BIDDING DOCUMENT SECTION CONTENTS SECTION 1 INSTRUCTIONS TO TRAINING PROVIDERS SECTION 2 DATA SHEET SECTION 3 TERMS OF REFERENCE (TOR) SECTION 4 ORGANIZATION‟S PROFILE, ELIGIBILITY & CAPACITY (PART A TO G ) SECTION 5 TRADEWISE TECHNICAL PROPOSAL ( PART H to L) SECTION 6 TRADEWISE FINANCIAL PROPOSAL (PART M) Note:  Section 1, 2 & 3 is only for the information of Training Provider.  Section 4 & 5 to be filled and submitted to PSDF in a sealed separate envelop along with Bank Drafts as mentioned in Data sheet.  Section 6 to be filled and submitted to PSDF in a sealed separate envelope along. 1
3. SECTION 1 INSTRUCTIONS TO TRAINING PROVIDERS 2
4. INSTRUCTIONS TO TRAINING PROVIDERS 1 . DEFINITIONS a. “Board” means Board of Directors of Punjab Skills Development Fund, a company incorporated under section 42 of the Companies Ordinance 1984. b. “Client” means Punjab Skills Development Fund (PSDF). c. “Contract” means the contract signed by PSDF and Training provider along with all attached documents thereto. d. “Data Sheet” means such part of the Instructions to Training providers used to reflect specific conditions. e. “Day” means calendar day. f. “Financial Proposal” means that part of the proposal which provides details about cost of the proposed training. g. “Formal Training Institute” means an institute registered / affiliated / accredited by an authority such as NAVTTC, TEVTA, PBTE, City and Guilds, HEC or any other accredited / authorized national / international certifying body. h. “Government” means the Government of the Punjab. i. “HEC” means Higher Education Commission. j. “TADP” means Tribal Area Development Project, Sponsor of the Scheme. k. “Instructions to Training providers” means the document which provides potential Training providers with all information needed to prepare their proposals. l. “NAVTTC” means National Vocational & Technical Training Commission. m. “PBTE” means the Punjab Board of Technical Education. n. “Personnel” means temporary or permanent staff employed by the Training provider and assigned to perform the Services or any part thereof. o. “Professional Staff” includes management team, training and/or placement staff of Training provider. p. “Proposal” means the entire set of documents consisting of Technical and Financial Proposals submitted by an organisation. q. “Bidding Document” means set of documents prepared by PSDF for submission of Technical and Financial Proposals by Training providers which consists of “Instructions to Service Providers”, TORs and forms for providing information about profile of the organisation and also forms for Technical and Financial Proposals. r. “Services” means one or more of the services specified in the Data Sheet and ancillary activities to be performed by the Training provider in pursuance of the Contract. s. “Target Group” refers to potential candidates for admission who fulfil the eligibility requirements defined in the Data Sheet. t. “Technical Proposal” means that part of the proposal which provides information about the technical aspects of the proposed training. u. “Terms of Reference” (TOR) means that part of Bidding Document which explains the scope of work, activities, tasks to be performed, respective responsibilities of the Client & the Training provider and expected results and deliverables of the assignment. v. “TEVTA” means Technical Education & Vocational Training Authority. w. “Trainee” means any eligible person who is selected for training by the Training provider. x. “Training Provider (TP)” means either a public institution; or public/private institution; or private institution; or industry association; or academic institution, duly qualified to provide training, selected in accordance with the criteria set forth for the purpose. 3
5. 2 . FOREWORD Punjab Skills Development Fund (PSDF) is a section 42, not-for-profit Company, established under the Companies Ordinance 1984 by the Government of Punjab, with the objective to provide funding to Training providers (TSPs). PSDF funds vocational training and intends to improve income generation capacity of the residents of Punjab. PSDF uses competitive bidding method for engaging Training providers. Proposals of short-listed organisations are assessed on the basis of quality and cost. This scheme, namely “Skills for Tribal Area of Dera Ghazi Khan & Rajanpur”, is funded by Tribal Area Development Project (TADP), Government of the Punjab. The objective of this program is to build capacity of the residents of tribal areas of DG Khan & Rajanpur for generation of income by providing them market relevant skills. PSDF intends to engage a single training providers for each trade/course to provide skills training (hereinafter referred to as “Vocational Training”) to the residents of 10 Union Council of tribal areas of DG Khan and Rajanpur, Punjab. The training may be at multiple locations. This document provides general information and basic eligibility requirements of Training Providers for provision of training services. Interested Training Providers who meet the eligibility requirements are invited to submit Bidding Document. Bidding Document which includes Technical & Financial Proposals for the proposed trades th must reach the following address by January 20 , 2017. Incomplete or late received Bidding Document will not be evaluated. Chief Operating Officer/ Convener Bids Evaluation Committee, Punjab Skill Development Fund, House No. 125, Abu Bakar Block, New Garden Town, Lahore 4
6. 3 . INTRODUCTION  The Client named in the Data Sheet will select multiple entities (Training Providers), in accordance with the method of selection specified under para 17 and in the Data Sheet for providing Services.  The qualifying Proposals will be the basis for agreement negotiations and ultimately for a signed Contract with the selected Training Providers.  Vocational Training Providers should familiarize themselves with the specified terms and conditions and take these into account in preparing their Proposals. To obtain first-hand information regarding preparation of proposals, they are encouraged to attend a capacity building / pre-proposal conference, specified in the Data Sheet.  The Client will provide information as specified in the Data Sheet in a timely manner.  Training Providers shall bear all costs associated with the preparation and submission of their proposals, attending capacity building/pre-proposal conference, if any, and Contract negotiations.  The Client is not bound to accept any proposal and reserves the right to annul the selection process at any time prior to the award of Contract, without incurring any liability to the Training Provider.  TPs contracted under this scheme will be responsible for selecting & training the trainees.  Training Providers will be engaged following Quality and Cost Basis Selection (QCBS) methodology.  The purpose of this document is to provide orientation to enable Training Providers to evaluate their interest in tendering and conducting training and is not a guarantee of the actual conditions under which the training services will be executed. Furthermore, it contains Forms and list of required documents to be submitted.  Technical and Financial Proposals of only eligible and short-listed applicants will be evaluated.  All documents and information received by PSDF from applicants will be treated in confidence.  The documents submitted to PSDF will not be returned.  All expenses related to participation in this scheme and preparation/submission of Bidding Document including Technical & Financial Proposal shall be borne by the applicants.  A set of hard copies of documents shall be submitted in a sealed envelope marked as “BIDDING DOCUMENT: Skills for Tribal Area of DG Khan & Rajanpur”. The envelope must be submitted at the specified address through courier. th  The closing date for receipt of Bidding Document is January 20 , 2016.  PSDF reserves the right to request submission of additional information from applicants in order to clarify any aspect of Bidding Document, if required.  Training would be conducted in priority Trades as decided by TADP and PSDF. Priority trades for conducting trainings under this scheme are mentioned in Annexure A:  Training Providers are required to only choose trades from the list in Annexure A.  An organisation may propose training for multiple trades.  Training may be conducted in District DG Khan and Rajanur or within 10 Union Councils of DG Khan & Rajanpur as specified in Annexure B.PSDF reserves the right to verify any information provided by prospective bidders. False information/misstatement will lead to disqualification and rejection of the Bidding Document and the organisation may also be blacklisted.  PSDF reserves the right to cancel the call of Bidding Document without stating any reason. 5
7.  An organisation may submit only one set of Bidding Document, The organisation cannot be part of Bidding Document submitted by any other organization. In case all or 1 any of the owners / directors / members / trustees of an organisation are also owners / directors / members / trustees of any other organisation(s), such organisations may submit only one Bidding Document. In case of participation in more than one Bidding Document, the Proposals will be rejected.  PSDF will evaluate the Bidding Documents of only eligible organisations and short listing will be done on the basis of i) capacity of the organization, ii) management team profile, iii) outreach mechanisms for the poor and past experience.  Trade wise Technical proposals of only shortlisted Training Providers will be opened and evaluated.  PSDF will notify the short-listed Training Providers and open the trade wise financial proposals for the qualified Technical Proposals in their optional presence. 4. TRADE PROPOSALS There should be a separate and single proposal for each trade. Each trade proposal will consist of Technical and Financial Proposal; if Training Providers submit or participate through more than one proposal for the same trade, all such proposals shall be rejected, and the Training Providers may be blacklisted / debarred from bidding in future PSDF-funded schemes. 5. PROPOSAL VALIDITY The Data Sheet indicates the time period for which the Proposals would remain valid after the submission date. During this period, Training Providers shall ensure the availability of professional staff nominated in the Proposal. If required, the Client may request Training Providers to extend the validity period of their proposals. Training Providers who agree to such extension shall confirm that they maintain the availability of the professional staff nominated in the Proposal, in their confirmation of extension of validity of the Proposal. Training Providers may submit replacement staff, which would be considered in the final evaluation for award of Contract. Training Providers who do not agree have the right to refuse extension in the validity of their Proposals. 6. CLARIFICATIONS AND AMENDMENTS TO BIDDING DOCUMENTS Training providers may request a clarification on any aspect of the Bidding Document up to the date indicated in the Data Sheet. Any request for clarification must be sent in writing. It may be through email. For the purpose of clarification, the contact person is: Zuhaib Haq Assistant Manager Program Development Punjab Skills Development Fund, Zuhaib.haq@psdf.org.pk Phone No. 042-35857780-81; Mobile No. 03214175421 7. PREPARATION OF BIDDING DOCUMENTS / PROPOSAL 7.1. The Proposal as well as all related correspondence exchanged between the Training Provider and the Client shall be written in the language(s) specified in the Data Sheet. 7.2. Bidding documents to be prepared and submitted to PSDF consist of: i) Organization‟s Profile, Eligibility & Capacity (Section 4), in a separate book binding form. 1 Excluding Public Sector organisations and entities registered under Companies Ordinance 1984. 6
8. ii ) Trade wise Technical Proposals (Section 5), Each Technical Proposal must be in a separate book binding form. iii) Trade wise Financial Proposals (Section 6), Each Financial Proposal must be in a separate book binding form. All Financial Proposals should be in a separate sealed envelope. Organization‟s Profile, Eligibility & Capacity (Section 4), trade wise Technical Proposals (Section 5) and envelope containing Financial Proposals should be put in an outer envelope properly marked as mentioned elsewhere. 7.3. In preparing Proposals, Training providers are expected to examine in detail the Bidding Documents. Material deficiencies in providing the information requested, may result in rejection / low-scoring of a Proposal. Moreover, any misrepresentation / omission of facts may lead to the disqualification of the Training Provider, as well as debarring from bidding in future PSDF-funded schemes. 7.4. While preparing the Technical Proposals, Training Providers must give particular attention to the following: 7.4.1.All documents (i.e. Forms, Annexures and other documents) relating to a part, must have a single book-form binding. Each page should be numbered and initialled by authorised representative of the organization. 7.4.2.Proposals received in the form of loose papers or not complying with instructions will be declared non-responsive 7.4.3.Responses to the respective sections / parts of the proposal and attached important documents must be clearly and properly flagged. Non-compliance to the instructions will lead to penalty in the form of deduction in score as per PSDF business rules. 8. ORGANIZATION‟S PROFILE, ELIGIBILITY & CAPACITY (Section 4) Organization‟s Profile, Eligibility & Capacity part should be prepared using prescribed format. Additional required documents must be attached. Form and attached papers must be in book binding form. 9. TECHNICAL PROPOSAL FORMAT AND CONTENT (Section 5) Training providers shall provide separate Technical Proposals for each trade on the prescribed format being provided with this Bidding Document. Information provided elsewhere will not be considered for evaluation. The Technical Proposal shall not include any financial information, except for the information solicited. Any Technical Proposal containing financial information, other than that solicited, will be declared nonresponsive. The envelope containing Organization‟s Profile, Eligibility & Capacity part and the Technical Proposal/s shall be sealed and labelled as follows: Organization‟s Profile, Eligibility & Capacity part (Section 4) and Technical Proposal/s (Section 5) Name of Assignment: Skills For Tribal Area of D.G. Khan & Rajanpur By: [Name of Organisation] 7
9. 10 . FINANCIAL PROPOSALS (Section 6) 10.1. The Financial Proposal shall be prepared using the forms provided by the Client. 10.2. PSDF will consider costs in the manner specified in the Data Sheet. 10.3. The envelope containing the Financial Proposal/s shall be sealed and labelled as follows: Financial Proposal/s (Section 6) Name of the Trade: ---------------------------------------Name of Assignment: Skills For Tribal Area of DG Khan & Rajanpur [Name of Organisation] The Financial Proposal shall be marked by a warning “DO NOT OPEN WITH THE TECHNICAL PROPOSAL”. 10.4. Any Technical Proposal found in the envelope meant for Financial Proposal (or vice versa) will lead to rejection of the proposals. 11. SUBMISSION, RECEIPT, AND OPENING OF PROPOSALS 11.1. The envelope containing Organization‟s Profile, Eligibility & Capacity part (Section 4) and Technical Proposal/s (Section 5) and the other envelope containing a financial proposal shall be submitted in an outer-sealed envelope, clearly marked as follows: Bidding Documents Name of Assignment: Skills For Tribal Area of D.G. Khan & Rajanpur By: [Name of Organisation] [Client address as provided in the Data Sheet] 11.2. The Client shall not be responsible for any misplacement, loss or premature opening of documents if the outer envelope is not sealed and/or marked as stipulated. This circumstance may be a case for proposal rejection. 11.3. If the Financial Proposals are not submitted in a separate sealed envelope duly marked as indicated above, this will constitute grounds for declaring the Trade Proposal non-responsive. 11.4. The Proposals must be sent to the address indicated in the Data Sheet and received by the Client not later than the time and date indicated in the Data Sheet, or any extension to this date in accordance with these instructions. Any proposal submitted/delivered after the deadline for submission shall not be received. 11.5. The Client shall open the Technical Proposals of eligible organisations immediately after short listing. The envelopes containing the Financial Proposals shall remain sealed and securely stored. 11.6. All pages of Technical and Financial proposals must be numbered. 11.7. An authorized representative of the Training provider shall initial all pages of the Technical and Financial Proposals. The authorization shall be in the form of a written power of attorney accompanying the Proposals or in any other form demonstrating that the representative has been duly authorized to sign on behalf of the Training Provider. 11.8. The original proposals shall contain no interlineations or overwriting except as necessary to correct errors made by the Training Providers themselves. The authorized representative signing the proposals must initial such corrections. 8
10. Submission letters for both Technical and Financial Proposals for each trade should be as per the given formats , respectively. 11.9. Hard copies of the all parts of bidding documents shall be sent to the address referred to in the Data Sheet. All required copies of the Proposals are to be made from the original. If there are discrepancies between the original and the copies of the Technical Proposal, the original governs. 12. TAXES 12.1. Training Providers will be subject to all prevalent and future applicable taxes (such as Sales Tax, Income Tax, Duties, Fees, Levies, etc.) on amounts payable by the Client under the Contract. 12.2. Training Providers should quote the price of their services in Pakistani Rupees inclusive of all direct and indirect taxes and levies. Commissions and gratuities related to the assignment, if any, either paid or to be paid by Training Providers will be listed in the Financial Proposal. 12.3. In case of increase in any sort of direct or indirect taxes or any other taxes subsequent to the Bidding Document submission date, the additional tax liability will be borne by the Training Provider. 13. PROPOSAL EVALUATION 13.1. From the time the Proposals are received to the time the Contract is awarded, the Training Providers should not contact the Client on any matter related to their Technical and/or Financial Proposals. Any effort by the Training Providers to influence the Client in the examination, evaluation, ranking of Proposals, and recommendation for award of Contract may result in rejection of the Training Providers‟ proposals. However, the Client may contact the Training Provider for seeking clarification on any aspect of the proposals or to solicit any additional information. 13.2. Evaluators of Technical Proposals shall have no access to the Financial Proposals until the technical evaluation is concluded. 14. EVALUATION OF ELIGILIBILTY AND CAPACITY OF THE ORGANISATION First of all eligibility of the organization will be determined. Those organizations which do not fulfil basic eligibility conditions will be declared ineligible and their bids/proposals will not be evaluated further. Capacity of the eligible organization will be evaluated which consists of human resources capacity, financial capacity, managing enrolment and project management & implementation team. Organization scoring less than 65% will be declared nonresponsive and their proposal will not be evaluated. 15. EVALUATION OF TECHNICAL PROPOSALS 15.1. The Technical Proposals of only responsive organisations shall be evaluated on the basis of their responsiveness to the information asked in this Bidding Document, applying the evaluation criteria specified in the Data Sheet. Each responsive Proposal of a trade will be given a technical score (S t) and non-responsive bids will be rejected. If a proposal fails to achieve the minimum qualifying technical score indicated in the Data Sheet, it will be rejected. 15.2. Training providers are encouraged not to over-estimate their training capacity. They should propose only such courses and number of trainees for which enrolment can be ensured, so it is suggested that TSP should select trades as specified in Annexure A keeping in view the mobilisation challenges under tribal area of DG Khan & Rajanpur. 9
11. 15 .3. PSDF will charge evaluation cost from Training Providers, as the evaluation of proposals is being outsourced. Training Providers are required to provide two Bank drafts in the name of “Punjab Skills Development Fund.‟‟ 15.4. The First bank draft amounting to Rs. 6,517 (Six Thousand five hundred and seventeen rupees only) should be submitted for evaluation of „Organization‟s Profile & Eligibility‟‟ (Section 4), by every Training Provider who is applying for this scheme. 15.5. The Second bank draft amounting to Rs. 7,195 (Seven Thousand one hundred and ninety five rupees only) should be submitted for evaluation of „Capacity of organization & Management Team Profiles (Section 4), by every Training Provider who is applying for this scheme. 15.6. The Third bank draft amounting to Rs. 7,824 (Seven Thousand Eight Hundred and Twenty Four rupees only) should be submitted by every Training Provider for evaluation of each Trade wise Technical Proposal (Section 5) if training is to be conducted in already established training institute OR A Third bank draft amounting to Rs. 3,912 ( three thousand nine hundred and twelve rupees only ) should be submitted by every training provider for evaluation of each trade wise technical proposal (Section 5) if training location to be established after contract awarding within 10 Union Councils of Tribal Area of DG Khan & Rajanpur. 15.7. In case the Organization is declared ineligible, the second & third bank draft will be returned to the Training Provider. 15.8. In case organization is declared eligible but Non responsive in “Capacity of organization & Management Team Profiles” Third bank draft will be returned to training provider. 15.9. The bank drafts have to be placed in envelop with Organisation‟s Profile and Technical Proposal (Section 4 & Section 5). Non submission of bank drafts will result in ineligibility of the organization. 15.10. Performance of the organization will also be evaluated on the basis of ratio of successfully qualified trainees with reference to number of contracted. Poor performance will affect selection of the organisation in PSDF future schemes. 15.11. PSDF staff or authorized third party representative will visit the training site before or during the technical evaluation phase to inspect facilities, equipment, location, capacity and other aspects of training (in case the training is to be proposed in the premises of Training provider). While assessing the capacity of a training location for the proposed trade(s), number of trainees enrolled/ to be enrolled in the same/similar PSDF-funded trades at the respective location(s) will also be considered. PSDF‟s assessment about the capacity shall be final. 15.12. After technical evaluation is completed, the Client shall inform the qualifying Training providers about the status of their technical score for each trade at the time of opening of Financial Proposals. 16. FINANCIAL PROPOSALS 16.1. In case of changes in the technical parameters, PSDF may ask the Training providers to submit revised Financial Proposals. In such cases, all bidders of the relevant trade will be given the opportunity to submit revised Financial Proposals. 16.2. Training providers that secure the minimum qualifying technical scores shall be notified in writing; the date, time and location for opening of Financial Proposals. Training providers‟ attendance at the opening of Financial Proposals is optional. The date of opening of Financial Proposals shall be set so as to allow interested Training providers sufficient time to make arrangements for attending the opening ceremony. 10
12. 16 .3. Financial Proposals of the qualifying technical proposals only (scoring at least the minimum qualifying technical score mentioned in the Data Sheet) shall be opened. 16.4. Financial Proposals shall be opened in the optional presence of the Training Providers‟ representatives. The names of the Training Providers and their technical scores for a trade shall be announced. The Financial Proposals of the qualifying technical proposals will then be inspected to confirm that they have remained sealed and unopened. These Financial Proposals shall then be opened, and the bids (inclusive all applicable taxes such as sales tax, withholding tax, income tax etc.) announced and recorded. 16.5. The Evaluation Committee will correct any computational errors. When correcting computational errors, in case of a discrepancy between a partial amount and the total amount, or between words and figures, the formers will prevail. In addition to the above corrections, all activities and items described in the Technical Proposal but not priced, shall be assumed to be included in the prices of other activities or items. 16.6. The lowest quoted Financial Proposal (Fm), on a cost per trainee per month basis, will be given the maximum financial score (Sf). 17. TRADE-WISE SELECTION OF TRAINING PROVIDERS Training providers will be ranked based upon the combined technical and financial score. The organizations scoring the highest combined score within a trade group will be selected for awarding contract. 18. NEGOTIATIONS 18.1. Negotiations will be held at the date and address indicated in the Data Sheet. Negotiations may also be conducted through any other means of communication to avoid inconvenience to the Training Provider and/or the Client. The invited Training Providers will confirm availability of all Professional Staff, as a prerequisite for attendance at the negotiations. Failure to satisfy such requirements may result in the Client proceeding to negotiate with the next-ranked Training Provider. 18.2. Representatives conducting negotiations on behalf of the Training Provider must have written authority to negotiate and finalize the Contract. 18.3. The negotiation may also be conducted through formal communication (letter or email) or through a meeting. In case of meeting, the Client shall prepare the minutes of negotiations which will be signed by the Client and the Training Provider. 19. TECHNICAL NEGOTIATIONS 19.1. Negotiations will include discussions on the Technical aspects of the Services which may be related to trades / courses, number of classes, training locations / institutes, and number of trainees as per recommendations / decisions of the Client, and any suggestions made by the Training provider to improve the Terms of Reference. The Client and the Training providers will finalize the Terms of Reference, trades, number of trainees, location(s) of training, number of classes, staffing schedule, delivery schedule, logistics, and reporting arrangements. These documents will then be incorporated with the Contract as “Description of Services”. Special attention will be paid to clearly defining the inputs and facilities required from the Client to ensure satisfactory implementation of the assignment. 20. FINANCIAL NEGOTIATIONS The financial negotiations will be conducted for changes in cost of the services as a result of agreed technical modifications, and/or reduction in cost as mentioned under paragraph 17 above. Financial negotiations can also be conducted for the purpose of reduction in bidding cost, if the bid rate(s) exceed the maximum rate(s) acceptable to the Client. 11
13. 21 . AVAILABILITY OF PROFESSIONAL STAFF / EXPERTS Having selected the Training providers on the basis of (among other things) an evaluation of the proposed Professional Staff, the Client will require written assurance that the proposed Professional Staff will be actually available for the Assignment. The Client will not consider substitutions during agreement negotiations, unless both parties agree that undue delay in the selection process makes such substitution unavoidable, or for contingent reasons such as death, medical incapacity, or other extenuating circumstances. If this is not the case, and if it is established that Professional Staff were nominated in the proposal without confirming their availability, the Training Provider may be disqualified, and the next-ranked Training Provider will be invited. Any proposed substitution in Professional Staff shall be agreed beforehand. Moreover, substitute staff must have equivalent or better qualifications and experiences than the original candidate, and such substitutions must be notified by the Training provider within the time period specified in the letter of invitation to negotiate. 22. CONCLUSION OF THE NEGOTIATIONS Negotiations will conclude with a review of the draft Contract. To conclude the negotiations, the Client and the Training Providers will initial the agreed Contract. If negotiations fail, the Client will invite the next-ranked Training Provider having the highest score to negotiate a Contract. 23. AWARD OF CONTRACT 23.1. After conclusion of negotiations, the Client shall award the Contract to the selected Training Providers. 23.2. The Training Provider is expected to commence the assignment after approval by the Client on the mutually agreed date and location. 24. NOTICE TO PROCEED The selected Training provider will be allowed to enrol trainees and initiate training only after PSDF issues a Notice to Proceed. PSDF shall ensure the following before issuing a Notice to Proceed:  Availability of Training Site [class-rooms, labs / workshops, offices, other facilities] as per required standards;  Availability of Trainer and Professional Staff as per required standards.  Availability of Training Manuals of required quality; 25. TESTING AND CERTIFICATION The selected Training providers are urged to fully understand their obligations for testing and certification of trainees as provided in the Data Sheet. In case more than 20% trainees in a class fail in the test, PSDF will impose substantial penalties on the Training Provider. 26. CONFIDENTIALITY Information relating to evaluation of Proposals and recommendations concerning awards shall not be disclosed to the Training Providers who submit the Proposals, or to other persons not officially concerned with the process, until the publication of the award of Contract. The undue use of confidential information related to the process by any Training Provider may result in the rejection of its Proposal, and may be subject to the provisions relating to Fraud and Corruption. 27. PERFORMANCE BOND 12
14. The compliance of performance bond may be required , if specified in the Data Sheet. 28. CONTRACT PERIOD The Contract may be extended for an additional period and/or for training of additional trainees, on same cost and ToRs by mutual agreement of both parties, subject to release / availability of funds and performance evaluation by the Client. 29. BLACKLISTING / DEBARRING PSDF will have the right to debar/blacklist a Training Provider in accordance with the policy approved by the Board. 30. CONFLICT OF INTEREST 30.1. PSDF‟s policy requires that Training Providers supply professional and impartial services, and at all times hold the Client‟s interests paramount, strictly avoid conflicts with other assignments or with their own corporate interests, and act without any consideration for future work. 30.2. In addition, Training Providers shall be considered to have a conflict of interest and shall not be recruited under any of the circumstances set forth below: a. Conflicting assignments A Training Provider (including its Personnel and/or Professional Staff) or any of its affiliates shall not be hired for any assignment that, by its nature, may be in conflict with another assignment to be executed for the same or for another Client. These cases include, but are not limited to, the following:  Any entity engaged for providing training under a project shall not be engaged for third party monitoring for the same project.  An entity selected for Services shall be excluded from downstream supply of any other service related to the assignment, other than a continuation of the “Services” under the on-going assignment. Engagement of a Training Provider for different components of the same project at different times would not per se be considered as a case of conflict of interest.  Training Providers hired for design of a project, such as to prepare Terms of Reference or to design the BIDDING DOCUMENT for an assignment, should not be hired for providing Services for the same project.  Training Providers, or any of their affiliates assigned for a specific project, shall not undertake any other assignment, which by its nature, may be in conflict with any of their other past or present assignments.  Training Providers must notify the Client if they own any proprietary products or systems which they may recommend to a Client, or if they hold any interest in such products, to ensure transparency and to ensure that no conflict of interest shall arise in the evaluation and application of their recommendations. b. Conflicting relationships  A Training Provider (including its Personnel and/or Professional Staff) or any of its affiliates that has a business or family relationship with a member of the PSDF Board, Management, or Staff that is directly or indirectly involved in the preparation of Terms of Reference, selection process of Training Providers and/or supervision of the Contract, may not be awarded a Contract unless the conflict of interest stemming from this relationship has been resolved in a manner acceptable to the Board throughout the selection process up to the execution of the Contract.  Training Providers have an obligation to disclose any situation of actual or potential conflict of interest that either impacts their capability to serve in the best interests of the Client and Trainees, or that may be perceived as having this 13
15.  31. effect. Failure to disclose such situations or any misrepresentation / omission of facts will lead to the disqualification of the Training Provider or the termination of its Contract, and may also be debarred from bidding in future PSDF-funded schemes. Current employees of the Client shall not work as Training Providers. Fraud And Corruption a. PSDF requires that Training Providers participating in provision of services adhere to the highest ethical standards, both during the selection process and throughout the execution of the Contract. In pursuance of this policy, PSDF defines, for the purpose of this paragraph, the terms set forth as follows:  “Corrupt practice” means the offering, giving, receiving, or soliciting, directly or indirectly, of anything of value to influence the actions of any employee of PSDF in the selection process or in Contract execution;  “Fraudulent practice” means a misrepresentation or omission of facts in order to influence a selection process or the execution of a Contract;  “Collusive practices” means a scheme or arrangement between two or more Training Providers with or without the knowledge of the Client, designed to establish prices at artificial, non-competitive levels;  “Coercive practices” means harming or threatening to harm, directly or indirectly, persons or their property to influence their participation in a procurement process, or to affect the execution of a Contract. b. PSDF will reject a proposal for award of Contract if it determines that the Training Provider recommended for award of Contract has either directly or through an agent, engaged in corrupt, fraudulent, collusive or coercive practices in competing for the agreement in question. PSDF may also impose penalties on a Training Provider, including debarring from bidding in future PSDF-funded schemes, if at any time it determines that the Training Provider has, either directly or through an agent, engaged in corrupt, fraudulent, collusive or coercive practices in competing for, or in executing, a PSDF-funded scheme. c. PSDF will have the right to inspect Training Providers‟ accounts and records and any other documents relating to the submission of proposals and Contract performance, and have them audited by auditors appointed by PSDF. d. Training Providers shall furnish information on commissions and gratuities, if any, paid or to be paid to agents relating to this proposal and during execution of the Contract, if the Training Provider is awarded the Contract, as requested in the Financial Proposal submission form. 14
16. SECTION 2 DATA SHEET 1
17. DATA SHEET Features Proposed Parameters Name of the scheme Skills for Tribal Area of DG Khan and Rajanpur Name of Client Punjab Skills Development Fund . Name of Funding Agency Tribal Area Development Project, Government of Punjab Time Schedule of the Training All trainees enrolled under “Skills for Tribal Area of DG Khan & Rajanpur” shall complete training Preferably by June 2017 or as mentioned in the contract. Target Number of Persons to be enrolled for Training Target Area Target Group (Eligibility for Admission) Total enrolment target under the scheme is 800. The distribution of Number of Trainees with respect to gender is as follow: Male: 700 Trainees Female: 100 Trainees  PSDF may increase / decrease the set targets.  Trade wise target varies. The trainees for the scheme need to be from the 10 Union Councils from the geographical area of tribal belt of DG Khan and Rajanpur. Complete list is mentioned in Annexure B. Admitted persons must hold CNIC with permanent or temporary residential address of any Union Council of DG Khan & Rajanpur as Mention in Annexure B.  Age 15 & above.  Must have CNIC / B Form with permanent or temporary residential address of 10 Union Council of DG Khan & Rajanpur.  Must not have previously attended any course funded by PSDF and registered in PSDF database.  Must not be enrolled in any other PSDF funded course at the same time.  Must not be student of any other course offered by the respective organization.  Preference to be given to individuals with demonstrable poor socioeconomic conditions, having minimum education level required to meet entry requirements. 1
18. Features Proposed Parameters The potential Training Providers can be one of the following types :  Formal Training Institutes  Private Limited Companies/Organization  Public Limited Companies  Guarantee Limited Company (under section 42 of Companies Ordinance 1984)  Public Sector Entities  Non-Governmental Organisation (NGO) having Total Assets of at least Rs. 10 Million Training provider A Formal Training Institute will be deemed to be formal if it is registered / affiliated / accredited by an authority such as NAVTTC, TEVTA, Punjab Board of Technical Education (PBTE),City and Guilds, Edexcel, HEC or any other accredited / authorized national/international certifying body. General education schools and colleges do not fall into this category. Training providers must fulfil the following conditions also: i. Must be registered with any Government authority or regulatory body. ii. Must have valid NTN / FTN in the name of the entity/ organisation. iii. Must have copy of tax return for the last year. iv. Must have audited financial statements for the financial year 2015-16 of the organisation, issued by a Chartered Accountant licensed with Institute of Chartered Accountants of Pakistan (ICAP), comprising of the following required documents: o Audit Report, o Balance Sheet, o Income & Expenditure Statement of Account, o Cash Flow Statement, and o Notes to the Accounts Public sector institutions have exemption from this condition. v. Must agree to open a separate bank account (in the legal name of the organisation) for funds provided by PSDF. vi. Must agree to allow PSDF assigned auditors to check the accounts opened for PSDF funding, as and when required. vii. Must not be blacklisted by PSDF or any other organisation or faced contract cancellation or withholding of funds for contractual violations by PSDF in previous training schemes. viii. Must agree for monitoring by a Third Party contracted by PSDF. ix. In case the formal technical / vocational training institute is owned by organisations registered under the Societies Registration Act 1860 / Voluntary Social Welfare Agencies (Registration and Control Ordinance) 1961 / The Trusts Act (II of 1882), the value of its total assets must be Rs. 10 Million or more as per audited Balance Sheet. Notes: 1) TEVTA institutes and PVTC VTIs are eligible to submit Proposal individually, subject to the issuance of NOC from their respective Head Offices. 2) Government-run institutions must obtain NOC from their respective Controlling Authority to submit Proposal. 3) A university may submit only one Bidding Document with the approval of Vice-Chancellor. Training may be conducted in different departments. Departments are not allowed to apply separately. 2
19. Features Selection of TSPs Selection of Trades / Courses Proposed Parameters Training Providers would be competitively selected through Quality & Cost based selection Method. The public training providers eligible to compete would include TEVTA, PVTC, public sector universities and all other public sector training providers. Any institution that is owned / controlled by a ministry / department/ autonomous body will be considered public. a. Training Providers are required to choose trades / courses from the list of courses specified in Annexure A. b. Formal Training Institutions must have relevant, valid registration/ affiliation / accreditation for the proposed courses from an authority such as NAVTTC, TEVTA, Punjab Board of Technical Education (PBTE), City and Guilds, Edexcel, HEC or any other accredited / authorized national / international certifying body. c. Training Providers other than formal training institutions must have experience of conducting same/similar trainings. d. Providers of Diploma/Degree level courses shall be considered as having delivered relevant training if contents of the proposed course are covered in the syllabus as a full subject. Note: The decision whether any course can be excluded in the scheme or not shall rest with PSDF and it may reject any proposed course which does not fit within the training framework announced by PSDF. Testing and certification Recommended Duration of Training Minimum Conduct Hours Implementation of Training Location of Training Institutions Trainees‟ Selection  Testing / certification from an accredited body is an essential requirement of the scheme.  Training Provider will submit documentary evidence of its testing arrangements with the Proposal, if these are other than PBTE. The testing agency must be accredited by the relevant regulatory body.  Training Providers from Punjab will not be allowed certification from Trade Testing Board or Board of Technical Education of any other province.  Testing and certification from NTB is not permitted. The recommended duration of training is 3 Months (Min 360 conduct hours or as specified in the curriculum) and as mention in Annexure A. Minimum conduct hours per week are 30 (6 days x 5 hours daily or 5 days x 6 hours daily). Extended conduct hours per week would be observed if total training hours mentioned in the respective curriculum are more than the Minimum Conduct Hours. This scheme is for implementation of training in a formal manner and not in the form of attachment on work. 1. In case of formal training institutes, Training may be conducted in District DG Khan & Rajanpur or in 10 Union Councils of Tribal Belt of DG Khan & Rajanpur as Mentioned in Annexure B. 2. In case of organizations other than formal institutes, training must be conducted within the 10 Union Councils of Tribal Belt of DG Khan & Rajanpur. Training Providers should give preference to individuals with demonstrable poor 3
20. Features Proposed Parameters Means of Communication socio-economic conditions , having minimum education level required to meet entry requirements. Formal communication between PSDF and Training Providers may be made through letter, email or fax. PSDF may impose financial penalties on Training Providers on account of any violations/ breach of Contract in line with PSDF‟s Business rules. Imposition of Penalties Zuhaib Haq Assistant Manager Program Development Punjab Skills Development Fund, House No. 71, Ahmad Block, New Garden Town, Lahore. Zuhaib.haq@psdf.org.pk Phone No. 042-35857780-81. Mobile No: 0321-4175421 Client‟s Representatives/ Contact Persons Validity of Proposal 150 days from last date of submission. Proposal Language English. Fixed Budget Not applicable. Expected Start of Training 1 April 2017. Trainees per Class Payment to Training provider Training Fee Testing Fee Currency Basis of Financial Evaluation Basis of Proposal st Up to 25 according to availability of work places in lab / workshop and other training facilities. (a) Training Fee (b) Trainee Support Payments (c) Testing and Certification fees (on reimbursement basis if examination body is not PBTE). The financial bid will be based on training fee inclusive of all expenditures. It will include but is not limited to: • Trainers‟ remuneration • Consumable Training Materials • Training Manual & Stationery required for training • Protective clothing • Management & Reporting costs • Depreciation / Rentals of Machinery and Equipment etc. • Utilities & Miscellaneous items • Boarding & Lodging, (if essentially required) • Pre training support to trainees (mobilization) costs as applicable. 1. PSDF will pay the testing fee directly to PBTE under special arrangements. 2. In case of national certification, if the testing arrangement is proposed by the training provider (other than PBTE), the negotiated testing fee will be paid by the training provider to the testing agency. The testing fee will be reimbursed by PSDF upon submission of paid invoices as per actual cost. . 3. No testing fee will be paid to those organisations which are legally training providers as well as certifying authorities such as HEC Recognised universities, PVTC and NTB. All financial figures should be quoted in Pak Rupees as mentioned in the Financial Proposal. The quoted costs should include all applicable Direct & Indirect taxes. The bids will be evaluated on the basis of per trainee per month cost (inclusive of Applicable Direct & Indirect taxes and levies). Quality and Cost-Based Selection (QCBS) methodology, as agreed with TADP, 4
21. Features Proposed Parameters Evaluation will be used for selection of Training Providers based on combined Technical and Financial Score . PSDF will charge evaluation cost of each trade proposals from Training Providers: which includes  Rs. 6,517 (Rupees Six Thousand Five Hundred and Seventeen Only ) for evaluation of „Organization‟s Profile, Eligibility‟‟ (Section 4),  Rs. 7,195 (Rupees Seven Thousand one hundred and ninety five only) for evaluation of “capacity of organization & management profile” (Section 4).  Rs. 7,824 (Seven Thousand Eight Hundred and Twenty Four only) for evaluation of Each Technical Proposal (Section 5) if training to be conducted in already established training institute. OR Rs 3,912 (Rupees Three Thousand Nine Hundred and twelve Only) for evaluation of each technical proposal (Section 5) if Training center to be established within tribal belt ( 10 Union Council ) Cost of Evaluation of Proposals Criteria for Evaluation of Proposals Technical Score (St) of proposal  Quality of Training = 80  Capacity of the Organization to deliver = 20 (Minimum Qualifying Technical Score = 65%) Financial Score (Sf ) of proposal = Cost Evaluation Basis Trade/course wise Training Fee (inclusive of all applicable direct & Indirect taxes) per trainee per month. Submission of Proposal For each trade/course, separate Technical and Financial proposal is required. Clarification Requests Submission Address Capacity Building / PreProposal Conference Last Date of Submission Any clarification requests must be made in writing or through e-mail and should be received not later than January 12, 2017. Punjab Skills Development Fund, House No. 125 Abu Bakar Block, New Garden Town Lahore Phone: 042 – 35913540-41 A capacity building workshop would be conducted in order to guide the interested applicants how to prepare the Bidding Document effectively. The interested applicants are supposed to get them registered before 10th January, 2017 by sending the request for the registration on zuhaib.haq@psdf.org.pk and by mentioning the name of organization, and contact details. Date and venue of the workshop will be shared through an email confirming the registration. th January 20 , 2017; 03:00 PM. Date of Opening of Financial Proposals Will be communicated later. Trainee‟s Selection Training provider‟s responsibility. Date: Will be communicated later by the Client. Expected Date and Address for Negotiations Performance Evaluation Address: Punjab Skills Development Fund, House No. 125, Abu Bakar Block, New Garden Town, Lahore; or any other address as notified. Performance of the organization will also be evaluated on the basis of ratio of successfully qualified trainees with reference to number of contracted. Poor 5
22. Features Proposed Parameters performance will affect selection of the organisation in PSDF future schemes . As such Training providers are advised not to overestimate their enrolment capacity. Submission of Performance Bond Any Special Condition Bank Guarantee Training Facilities Means of Communication Contract Extension Not Applicable.  PSDF may relax one or more conditions of the Bidding Document through advertisement in newspaper before closing date.  PSDF shall engage a third party monitoring organisation to verify deliverables of the accepted proposal. Mobilisation Advance equal to 10% of the Contract value against irrevocable Bank Guarantee to be adjusted in instalments (maximum five). Following minimum standard shall be followed:  Classroom size: 9 sq. ft. per student.  Lab/Workshop size: 15 sq. ft. per student or as notified by the testing/certifying agency. The Training Provider shall ensure availability of all trade- related equipment specified in the relevant curriculum in such a manner that all trainees are able to perform practical simultaneously and independently. Depending upon the specific requirements of a trade, the standards may vary. Training Providers must submit status of available machinery, equipment, tools, furniture, etc. with reference to the list provided in the respective curriculum on the prescribed format (Annexure D) attached with the Bidding Document Forms. All training facilities are subject to inspection. Formal communication between PSDF and Training Providers may be made through letter, email or fax. Performance of Training Providers would be evaluated at the expiration of Contract. Subject to satisfactory performance evaluation and release/ availability of funds, the Contract may be extended for an additional period and/or for training of additional trainees, on same cost and ToRs by mutual agreement of both parties. Training Providers perceived to have demonstrated poor performance would not be considered for extension of Contract for subsequent round of training. 6
23. SECTION 3 TERMS OF REFERENCE 1
24. TERMS OF REFERENCE (TOR) Tribal Area Development Project in collaboration with Punjab Skills Development Fund (PSDF) is funding training for residents of Tribal areas under the Scheme “Skills for Tribal Area of DG Khan & Rajanpur”. The purpose of the vocational training is to improve capacity of the residents of tribal areas of DG Khan and Rajanpur and increase their income generation activities by providing them training in various highly demanded skills. The selected Training Providers will be expected to enter into a contract specifying the responsibilities and deliverables of the assignment. Responsibilities of Training providers will be to: 1. Mobilise the communities, generate demand for training and select trainees from the target group for the proposed skills training according to the eligibility criteria defined by PSDF. 2. Select only those trainees who have CNIC with permanent or temporary residential address of 10 Union Councils of DG Khan & Rajanpur as mentioned in Annexure B and fulfil other conditions of eligibility as mentioned in Data Sheet. 3. Select only those trainees who have not previously attended any course funded by PSDF and are not already registered in PSDF database (through verifying data of the trainees from PSDF website via entering CNIC number). 4. Select courses from the list mentioned in Annexure A. 5. Arrange the provision of properly equipped training facilities as per demand of curriculum and/or list mentioned in the curriculum. It includes machinery, equipment, tools, class room & lab / workshop furniture and other physical facilities (e.g. washrooms, back-up power, drinking water etc.). In case of deficiency, arrange additional training facilities as per requirement. 6. Engage competent and qualified instructors and support staff as per qualification and experience mentioned in the curriculum. 7. Get the facilities and arrangements inspected by PSDF before start of training. 8. Ensure provision of vocational training in approved skills / trades using the curriculum approved by relevant certification authority and following the agreed parameters. 9. Provide Boarding & Lodging (if essentially required) and all learning aids, teaching materials, consumables, and additional facilities, as per demand of curricula, free of cost to the trainees (all costs on account of these items will be included in training fee which will be paid by PSDF). 10. Development/printing of training manual(s), if already not available. 11. Manage provision of standardised uniforms and bags as mentioned under Trainee Support. 12. Manage a transparent system of payment of stipend to trainees in a timely manner according to the notified rates as per Contract (all records to be maintained). PSDF may engage a third-party organisation for disbursement of stipend directly to trainees. 13. Establish a system for providing reports to PSDF within stipulated time through email or on a web-based data management system. 14. Facilitate and provide access to PSDF monitoring team for the monitoring of training. 15. Maintain separate bank account and financial records relating to the PSDF assignment(s). 16. Assist any PSDF partner in carrying out a tracer study / evaluation of the trained persons. 17. Arrange testing and certification from the relevant accredited certification body. 18. Arrange printing of provisional certificates as per the format approved by PSDF. 19. Arrange a simple graduation ceremony and distribute certificates to successful graduates on course completion, and inform PSDF at least one week before the event. 2
25. 20 . Assist PSDF in the arrangements of graduation ceremony; if graduation ceremony is arranged by PSDF at large scale (cost of such ceremony arranged by PSDF will be borne by PSDF). 21. Display prominently banners / sign boards relating to the training, after approval by PSDF. 22. The Training provider will be responsible for certain deliverables, including progress reporting, as per requirement of the project. 23. Provide protective clothing / uniform to every trainee. 24. Make timely stipend payments to trainees in a transparent manner according to the notified rates as per Contract and maintain its record. PSDF may engage a third-party organisation for disbursement of stipend directly to trainees. 25. Any other obligation agreed in the Contract. Note: a. In case of non-compliance with the responsibilities, financial penalties will be applicable. b. Training providers will not charge anything to the trainees at any stage of the training process, be it provision of admission forms, enrolment, training delivery or certification, parking fee. Responsibilities of Punjab Skills Development Fund are to: 1. Provide funds to meet training expenses as per rate, number of trainees, attendance of trainees and payment schedule agreed in the Contract. 2. Provide funds for meeting costs on account of Trainee Support which includes stipend, uniforms & bag cost, and testing fees, as determined by PSDF management. 3. Monitor / supervise the delivery of training, either directly or through a third party. 4. Take measures for quality control directly or indirectly. 5. Guide training partners for smooth implementation of training. 6. Arrange and finance a large-scale graduation ceremony, if any arranged by PSDF. 7. Inspect training facilities and arrangements and accord permission to start training (i.e. issue a Notice to Proceed). Joint Responsibilities of Punjab Skills Development Fund and Training providers: To showcase the training programmes funded by PSDF at different forums, if required. 3
26. Annexure A : List of Trades / Courses List of Trades/Courses of up to 3 Months Duration Trad e No 1 Duration of Course (Months) Trades / Courses Alternate Energy 3 Solar Photovoltaic Training Entry Requirement Curriculum Source Matric NAVTTC Electrical 2 3 Motor Winder Home Appliances Repair 3 3 Middle Middle TEVTA TEVTA 4 Mobile Phone Repairing Heating Ventilation Air Conditioner and Refrigerator (HVACR) 3 Matric Middle TEVTA Primary Middle Illiterate/prima ry Middle TEVTA TEVTA 5 3 TEVTA Mechanical 6 7 Welder / Construction Fabricator Machinist 3 3 8 Plumber & Sanitary Installer 3 9 Fitter General 10 Artificial Insemination 11 12 13 Poultry Farm Management Home based Livestock Farming Village Veterinary Worker 14 Auto Electrician 3 15 Motor Cycle Mechanic 3 16 Diesel Engine Mechanic 3 3 Agriculture and Livestock 3 TEVTA TEVTA Matric Middle Primary Middle UVAS UVAS PSDF UVAS Middle Middle TEVTA TEVTA Middle TEVTA Primary TEVTA Matric TEVTA 3 Middle TEVTA 3 Primary TEVTA 3 2 3 Auto and Diesel Civil Work 17 Mason 18 Civil Surveyor 19 Domestic Tailoring 3 3 Textile & Garments Stitching 20 Hand Embroidery 4
27. Annexure B The Names of 10 Union Councils of Tribal Area are Union Councils of DG Khan : 1. 2. 3. 4. 5. 6. 7. 8. 9. Tuman Leghari (Bala) Tuman Leghari (Zareen) Mubarki Tuman Khosa Theekar Fazla Katch Barthi Bairoot Mundwani Mithwan Union Council of Rajanpur: 10. Mut Khund MAP of Tribal Area 5
28. SECTION 4 ORGANIZATION ‟S PROFILE, ELIGIBILITY QUESTIONAIRE & CAPACITY OF ORGANIZATION (To be filled by bidder and submitted to PSDF, along with required documents in a separate envelopment. The envelope shall be sealed and labelled as follows :) Name of Assignment: Skills for Tribal Area of DG Khan & Rajanur By: [Name of Organisation] 1
29. PART A : INFORMATION ABOUT THE TRAINING PROVIDER Code Required Information A.1 Legal Name of Organisation A.2 Year of Registration / Establishment of the Organisation A.3 Is your organisation a Public Sector entity? Put cross in the relevant box A.4 A.5 What is the legal status of your organisation? Tick the relevant box (one box only). (Attach Copy/Copies of Registration Certificate/s) Response Yes (controlled fully/partially by a department/ministry / attached or autonomous body) No Section 42 Company Public Sector Organizations Private Ltd. Company Sole Proprietor Non-Government Organisation (NGO) registered under Voluntary Social Welfare Agencies (Registration and Control) Ordinance 1961 Non-Government Organisation (NGO) registered as Joint Stock Company under the Societies Registration Act 1860 Non-Government Organisation (NGO) registered under The Trusts Act (II of 1882) If Other ( Please Specify ) Is your organisation a formal training Yes institute or owns a formal training No institute. If your answer is “Yes”, provide name of institute, registration/affiliation/accreditation authority and registration/affiliation/accreditation number (Attach Copy/Copies of Registration Certificate/s) Name of Institute: Name of Authority: Number: Name of Head of Organization Designation A.6 Email Phone & mobile numbers Postal address of Organization Website Name of contact person* Designation in the organisation A.7 Phone & mobile numbers Email * Only Head of organisation or nominated contact person will be authorized to communicate with PSDF. * Contact person must be an office bearer or employee of the organisation. 2
30. PART B : ELIGIBILITY REQUIREMENTS Please provide information about the eligibility of your organization, as per criteria defined by PSDF, using the following format. Attach relevant documents where required. Noncompliance with one or more conditions will lead to ineligibility. Code B.1 Requirements Response Copy attached Attach copy of registration / affiliation of the organization / institute with the relevant Government authority or regulatory body. Copy not attached Training Provider must be registered with any Government authority or regulatory body. B.2 Mention National Tax Number (NTN) or Free Tax Number (FTN) in the name of the organization and provide a copy of registration. NTN FTN Training provider must have valid NTN or FTN in the name of the organization. B.3 Attach copy of audited financial statements for the last financial year of the organisation; issued by a Chartered Accountant licensed with Institute of Chartered Accountants of Pakistan (ICAP) (Financial Statements must include Audit Report, Balance Sheet, Income & Expenditure Statement of Account, Cash Flow Statement and Notes to the Accounts). Cross the relevant box. Copy attached Copy not attached Not applicable. Public sector organization Training Provider must provide audited financial statements for the last financial year of the organization. Public sector entities have exemption from this condition. B.4 Does your organization agree to open a separate bank account (in the legal name of the organization) for funds provided by PSDF? Cross the relevant box. We agree to open a separate bank account for funds provided by PSDF. We do not agree to open a separate bank account for funds provided by PSDF. Training Provider must agree to open a separate bank account in the legal name of the organization for funds provided by PSDF. B.5 Does your organization allow PSDF assigned auditors to check the accounts opened for PSDF funding? Cross the relevant box. We allow PSDF assigned auditors to check the accounts opened for PSDF funding, as and when required. We do not allow PSDF assigned auditors to check the accounts opened for PSDF funding. Training Provider must agree to allow PSDF assigned auditors to check the accounts, if need arises. 3
31. B .6 Has your organization ever been blacklisted by PSDF/ any government or international organization? We solemnly declare that our organization has never been suspended / debarred or blacklisted. Our organization has been blacklisted once or more than once. Training Provider must not be suspended / debarred or blacklisted. B.7 If you have previously worked with PSDF: Has your contract been cancelled (in part or in full)? Or Was the payment withheld for non-fulfilment of contract? Yes No In case you have previously worked with PSDF, the contract must not have been cancelled (in part or in full) or payment must not have been withheld for non-fulfilment of contract. B.8 Does your organization agree for monitoring of training by a Third Party contracted by PSDF? We agree for monitoring by a Third Party contracted by PSDF. We do not agree for monitoring by a Third Party contracted by PSDF. Training Provider must agree for monitoring of training by a Third Party contracted by PSDF. B.9 In case of organizations registered under the Societies Registration Act 1860 / Voluntary Social Welfare Agencies (Registration and Control Ordinance) 1961/ The Trusts Act (II of 1882), is the value of your assets Rs.10 million or more as per audited Balance Sheet? Value of assets is Rs. 10 million or more The organisation owns a formal training institute Organisations registered under the Societies Registration Act 1860/Voluntary Social Welfare Agencies (Registration and Control Ordinance) 1961/ The Trusts Act (II of 1882) having either assets less than Rs. 10 million for submission of Bidding Document. B.10 Has your organisation deposited Tax Return for the last year? If yes, attach a copy of the same. Yes No 4
32. Part C : COURSES AND NUMBERS TO BE TRAINED Using the format given below, please provide information about the proposed courses. You are requested to ensure that the suggested courses are selected from the list at Annexure A. C.1 Courses (In case if training to be conducted within training institute) Sr. No. Sector Trade /Course Name (As per Annexure A) Name, Address of Training Location 1. 2. 3. 4. 5. Note: Add more rows, if required. C.2 List Courses (In case if training to be conducted Within Tribal Belt of DG Khan & Rajanpur in Union Councils as mentioned in Annexure B) Sr. No. Sector Trade /Course Name ( as per Annexure A) 1. 2. 3. 4. 5. Note: Add more rows, if required. PART D: CAPACITY OF THE ORGANISATION D.1. Human Resource Capacity Provide information on the Human Resource capacity of your organisation in the table below: No. of Management Staff (A) No. of Support Staff (B) No. of Trainers/Instructors(C) No. of Overall Employees (A+B+C) 5
33. D .2 Financial Capacity What is the financial capacity of your organisation as per attached audited balance sheet and income statement? Put cross in the relevant box. Cross the relevant box [x] Value of Total Assets Total Assets value less than Rs.0.5 Million Total Assets value between Rs.0.5 Million and Rs.1 Million Total Assets value between Rs.1 Million and Rs.2.5 Million Total Assets value Rs.2.5 Million or more Cross the relevant box [x] Revenue/Income Revenue/Income value less than Rs.0.5 Million Revenue/Income value between Rs.0.5 Million and Rs.1 Million Revenue/Income value between Rs.1 Million and Rs.2.5 Million Revenue/Income value Rs.2.5 Million or more D.3 Managing Enrolment of Trainees Please provide in detail your methodology to select and enrol trainees. Please also explain your process for enrolling trainees from poor socio-economic background (not more than 1 page). D.4 RISK ASSESSMENT The Training Provider is expected to be aware about the challenges of this assignment and about the Risk Mitigation Strategy; Required Information Response What do you consider will be the three major risks for this project and how will you mitigate these? Risk Mitigation Strategy 1 2 3 6
34. PART E : MANAGEMENT & PROJECT IMPLEMENTATION TEAM PROFILE PSDF expects that the Training provider has adequately qualified and competent personnel available for the following tasks in connection with effective management and implementation of this project. Provide copy of organizational chart and CVs of the proposed key Management Team for the PSDF project using the format given at Annexure- C Overall Responsibility of the Project: The designate person will be responsible for the overall implementation of the project. He/she will be the focal and contact person for PSDF. Reporting: The designate person will be responsible for maintenance of training-related records and reporting to PSDF as per requirements of monitoring guidelines on prescribed formats. Internal Monitoring: The designate person will be responsible for ensuring that training is delivered as per the Contract with PSDF without compromising on the agreed standards. He/she will also be responsible for ensuring timely and effective implementation of training curricula. Marketing/Mobilization: The designate person will be responsible for publicity of training program for admission and selection of trainees. Accounting: The designate person will be responsible for invoicing, maintenance of accounts, receipts and disbursements and other financial matters related to this project. Note: One person can be assigned for more than one of the above-mentioned tasks as deemed effective, but the total number of required persons will depend upon the number of trainees and training locations. Summary of Management Team to be allocated for PSDF Project: Serial No Name Designation Highest Qualification Achieved Years of Professional Experience Years of Training Project Implementation Experience 1 2 3 4 5 6 PART F: APPLICANT DECLARATION I (click here and type Name), hereby certify that:   The information provided in this document is factually correct in all material respects. I understand that provision of any false or misleading information will lead to disqualification of the Bidding Document as well as suspension of the organisation for one round of bidding. 7
35.  I am duly authorized to submit this application on behalf of "[Click here and type the name of organization]" Signature: Name: Designation: Date Phone: Mobile: E-Mail: PART G: LIST OF ATTACHED DOCUMENT RELATING TO SECTION 4 Sr. No. Document Name Checkbox 1. 2. 3. 4. 5. 6. 7. 8. 9. Note: The documents should be attached in the above given order. 8
36. Annexure C : Management Team CV Format Name of Training provider PLEASE PASTE LATEST PHOTOGRAPH OF THE IMPLEMENTATION TEAM MEMBER. USE ONE FORM FOR EACH MEMBER Designation in the Organisation Task(s) Assigned for PSDF‟s Project (from the list of tasks mentioned under PART E) Personal Data Name Contact Number CNIC No. Academic Qualifications Qualification Name of Institution Year of Completion Relevant Work Experience for PSDF‟s Assigned Tasks Duration (Years) Name of Organisation Designation From To *Training Provider will not be allowed to change the proposed management staff; doing so will require prior approval from PSDF. Information provided above is correct and I am willing to offer my services for the assignment mentioned above. Signature of Proposed Member of Implementation Team 9
37. SECTION 5 : Trade wise Technical Proposal Name & Address of Training provider Sector Name of Trade/Course      It is mandatory for Training providers: o To read the Instructions & Data Sheet carefully before completing the form. o To use format provided by PSDF for preparation of the Technical Proposal. If any required information is found missing in the forms or written elsewhere, no credit will be given while evaluating the relevant section. Proposals not page numbered and signed by Head of Organisation or authorized person will be rejected. Submission of missing documents after closing date is not allowed. Proposals that do not comply with PSDF‟s instructions will stand rejected. 1
38. LETTER FOR THE SUBMISSION OF TECHNICAL PROPOSAL [to be Printed on Firm letterhead] [Date] Convener Bid Evaluation Committee – Skills for Tribal Area of DG Khan & Rajanpur Punjab Skills Development Fund, House No. 125, Abu Bakar Block, New Garden Town, Lahore Subject: Technical Proposal for the {Trade Name} Dear Sir, We offer to provide the Services for [Insert Trade Name] trade under “Skills for Tribal Area of DG Khan & Rajanpur” in accordance with your Terms of Reference. We hereby submit our Technical Proposal including the required documents in a sealed envelope. We hereby declare that all the information and statements made in this Proposal are true and accept that any misinterpretation contained therein may lead to our disqualification. If negotiations are held during the period of validity of the Proposal, indicated in the Data Sheet, we undertake to negotiate on the basis of the proposed staff, facilities and cost. Our Proposal is binding upon us and subject to the modifications resulting from Contract negotiations. We undertake that we will initiate the services as per the date mentioned in the Data Sheet or as mentioned in the contract if our proposal is accepted. We understand you are not bound to accept any or all Proposals you receive. Thank you. Yours sincerely, Signature Name and Title of Signatory: 2
39. ENCLOSED FORMS Information required for preparation of the Technical Proposal comprises of : PART H & I: Quality of Training Max Score: 80 PART J: Capacity of the Organization to Deliver Max Score: 20 PART K: Applicant Declaration PART L: Check List Annexure D: Format to Provide List of Tools & Equipment Annexure E: Trainer CV Format Note:   All parts are to be filled in using the attached Forms. Hand written Bidding Document will not be accepted & evaluated. 3
40. SECTION 5 : PART H TRADE / COURSE OFFERED Please mention details of the proposed trade / course in the tables under H 1 and H 2 respectively: H.1. Details of Trade (As per Annexure A). H 1.1 Name of Trade /Course H 1.2 Certification Authority H.2. NUMBER OF TRAINEES Please tell us about the number of persons that are proposed to be trained. To be filled by Organization for conducting training in their Institutes in DG Khan & Rajanpur. Sr. Address of Training Location No. of Trainees per Class (Up to 25) No. of Classes Per Batch (A) 1 (B) No. of 2 Batches Total Trainees (C) AXBXC 1. 2. Grand Total Add row if required. To be filled by Organizations for conducting training in 10 Union Councils of DG Khan & Rajanpur as Specified in Annexure B Sr. No. of Trainees per Class (Up to 25) (A) No. of Classes Per Batch No. of Batches (B) (C) 2 Total Trainees AXBXC 1. Grand Total 1 Persons undergoing training at one time and at one place, as one cohort/group, form a “class”. The term “batch” depicts the number of times a course will be repeated over the period of the scheme. One batch can have multiple classes. 2 4
41. H .3 PAST EXPERIENCE OF TRAINING: Give example of one best experience of implementing training related to the proposed training. Code H.3.1 H.3.2 H.3.3 H.3.4 H.3.5 H.3.6 H.3.7 H.3.8 Required Information Response Name of the Course( in which training was Imparted in the past) Duration of Training Entry Requirements for the Course Number of Persons Trained District/s where training was conducted Year of Implementation Name of Project, if training was donor funded Please attach copy of the project report including copy of the grant agreement. Note: Evidence of past experience as requested in H.3.8 must be attached as documentary evidence. H.4 TRAINING MANUAL H.4.1 Did you use any training manual for the delivery of training which you have mentioned in H.3? H.4.2 Did you develop that training manual? H.4.3 If No, mention the source of the training manual H.4.4 Name of organization that has prepared the training manual Yes No (Skip to Part I) Yes (Skip to Part I) No PART I: Availability of Tools & Equipment Provide list of equipment available for conducting training in the trade/course as per the requirement of the curriculum, using format provided as Annexure-D. 5
42. PART J : TRAINERS PROFILE Please provide CVs of Trainers who will be responsible for PSDF‟s project using format provided as Annexure E. Use separate forms to provide the information for each trainer and get it signed by the respective person (mandatory). CVs not signed by the respective person will NOT be considered for evaluation purposes. Fake signatures will lead to rejection of the proposal. Note: TSP is required to submit at least one resume of Instructor / trainer for each location and trade. Summary of Trainers / Instructors for Proposed Trade: Sr. No Name of Trainer CNIC of Trainer Instructor / Trainer for (Theory/Practical) Highest Qualificatio n Achieved Qualification in Proposed Trade (Yes/No) Total No of Years of Teaching Experience 1 2 3 Note: Insert Additional rows if required. PART K: APPLICANT DECLARATION I, (Click here and type name), hereby certify that:  The information provided in this proposal is factually correct in all material respects  I am duly authorised by the Competent Authority of the organisation to submit this proposal on behalf of "[Click here and type the name of organization]" Signature Name Designation Address Contact Numbers Email address Date 6
43. PART L : CHECK LIST Please check that you have enclosed the following: Sr. No Required Documents 1 Tools & Equipment List (Annexure D). 2 CVs of trainers (Annexure E) 3 Documentary evidence for claimed experience of training delivery in the past (Part H.3) 5 Declaration signed by head of organisation / authorised person (Part K) Mark „X‟ Note: The documents should be attached in the above given order. 7
44. ANNEXURE D : LIST OF TOOLS & EQUIPMENT (For a class of ----------- students) [Name of Trade/Course] Notes: i. All training facilities will be inspected on the basis of the information provided in the table below. False or misleading information may lead to disqualification of the Training provider. S.# Name of item as per curriculum Quantity mentioned in the curriculum Quantity physically available with Organization 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. Add more rows, if required. 8
45. ANNEXURE E : TRAINER CV FORMAT Name of Training provider Trade/ Course Name PLEASE PASTE LATEST PHOTOGRAPH OF THE Name & Address of Training Location TRAINER/INSTRUCTOR. USE ONE FORM FOR EACH INSTRUCTOR. Tehsil District Details of Instructor Name Contact Number CNIC No. Contact Address of Instructor Trade Relevant Qualifications of the Instructor Qualification Institute Year Work Experience (Designation) Organization Year Post Qualification Teaching Experience ( Designation) Organization Year Information provided above is correct and I am willing to offer my services for the assignment mentioned above. Signature of Proposed Trainer/ Instructor 9
46. SECTION 6 FINANCIAL PROPOSAL FORM Name of Training Provider Name of Trade / Course      It is mandatory for Training Providers: o To read the Instructions & Data Sheet carefully before completing the form. o To use format provided by PSDF for preparation of the Financial Proposal. If any required information is found missing in the forms or written elsewhere, no credit will be given while evaluating the relevant section. Proposals not page numbered and signed by Head of Organisation or authorized person will be rejected. Submission of missing documents after closing date is not allowed. Proposals that do not comply with PSDF‟s instructions will stand rejected. Note: To be completed and submitted to PSDF, along with required documents. Financial Proposals should be in a separate sealed envelope. There should be separate financial proposal for each trade / course having separate binding in book form. 1
47. COVER LETTER FOR THE SUBMISSION OF FINANCIAL PROPOSAL [Firm letterhead] [Date] Convener Bid Evaluation Committee; Skills for Tribal Area of DG Khan & Rajanpur Punjab Skills Development Fund, House No. 125 Abu Bakar Block, New Garden Town, Lahore Subject: Financial Proposal for Skills for Tribal Area of DG Khan & Rajanpur: [Insert Trade Name] Dear Sir, We offer to provide the services under Skills for Tribal Area of DG Khan & Rajanpur: [insert trade name] in accordance with our Technical Proposal. Our attached Financial Proposal is for the sum of [Insert amount(s) in words and figures], and per trainee per month training cost (inclusive of all Applicable Direct & Indirect taxes i.e. Sales Tax, Withholding Tax, Levies, etc.) is Rs. = _________________ [insert amount in words] Our Financial Proposal shall be binding upon us subject to the modifications resulting from Contract negotiations, up to the expiration of the validity period of the Proposal, i.e. before the date indicated in the Data Sheet. No commissions or gratuities have been or are to be paid by us to agents relating to this Proposal and Contract execution. We understand that you are not bound to accept any or all Proposals you receive. We remain, Yours sincerely, _________________ Signature Name and Title of Signatory: 2
48. PART N : Financial Proposal Code Required Information MA1 Name of Trade / Course MA2 Cost (per trainee per month) (in figures) exclusive of all applicable taxes MA3 Cost (per trainee per month) (in words) exclusive of all applicable taxes MA4 Is your organisation tax-exempt (Yes/No)? MA5 If answer to MA4 is Yes, attach valid tax exemption certificate issued by FBR. MA6 If answer to MA4 is No, then mention all applicable taxes and their respective rates MA7 Bidding Cost (per trainee per month) (in figures) inclusive of taxes MA8 Bidding Cost (per trainee per month) (in words) inclusive of taxes Response Important: The Financial Bids should cover all costs expected to be incurred for PSDF's project, other than the costs of stipend, uniform & bags, and testing fee (to be paid separately). Training provider should quote the training cost while keeping in consideration the Terms of Reference for this project provided in the Bidding Document. PSDF assumes that the Training provider has performed all the necessary working while calculating the costs, and the figures quoted herein are the outcome of intensive internal working keeping in view all aspects of this project. PSDF would consider the figures quoted in this proposal by the Training provider as final and no revision will be allowed except at the discretion of PSDF. Declaration Signature Name Designation Date 3
49. Kindly provide the break-up of training costs for the following heads , exclusive of all applicable taxes. Code MB1 MB2 Required Information Cost per trainee per month (PKR) Project Management Cost per trainee per month (including remuneration, utilities, rent of project offices, traveling, and other costs) (per trainee per month) Training Premises Management costs (per trainee per month) MB3 Trainer(s) Cost (per trainee per month) MB4 Books/Manuals and Stationery (per trainee per month) MB5 Consumables (per trainee per month) MB6 Utilities Cost at Training Premises (per trainee per month) MB7 Mobilization and Placement Costs MB8 Boarding & Lodging Costs (If essentially required) MB9 Other Costs (Please specify) (per trainee per month) MB10 (Sum of MB1 to MB9) Total Cost (per trainee per month) Total cost per trainee per month (MB10) should be equal to per trainee per month cost quoted in MA2 and MA3. Declaration Signature Name Designation Date 4