HIGHER EDUCATION LOANS BOARD


 HIGHER EDUCATION LOANS BOARD

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 HIGHER EDUCATION LOANS BOARD


date of release of helb cash  - TENDER NO. HELB/T/01/2014-2015

PROVISION OF THE STAFF MEDICAL INSURANCE COVER

TENDER DOCUMENT TO BE DROPPED IN THE TENDER BOX ON 19TH FLOOR, ANNIVERSARY TOWERS ON OR BEFORE TUESDAY 22ND JULY 2014 AT 11.00 A.M

Table of Contents
                                    Page
        INTRODUCTION    ……………………………………..        3

Section I    INVITATION FOR TENDERS…………………...        4

Section II    INSTRUCTION TO TENDERERS
        Appendix to instructions to tenderers …………………………..    5

Section III    GENERAL CONDITIONS OF CONTRACT…………………..    23
Section IV    SPECIAL CONDITIONS OF CONTRACT    ………………….    29
Section V     SCHEDULE OF REQUIREMENTS    ……………………….    34-36
Section VI    STANDARD FORMS …………………………….    38
1.    FORM OF TENDER ………………………………………….        39
2.    PRICE SCHEDULES………………………………………….        40
3.    CONTRACT FORM…………………………………………..        41
4.    CONFIDENTIAL BUSINESS QUESTIONNAIRE FORM ….        42
5.    TENDER SECURITY FORM ………………………………….    43
6.    PERFORMANCE SECURITY FORM…………………………….    44






INTRODUCTION

1.1    This standard tender document for procurement of insurance services has been prepared for use by public entities in Kenya in the procurement of all types of insurance covers as per the Public Procurement and Disposal Act 2005.

1.2    The following general directions should be observed when using the document;

(a)    Specific details should be furnished in the invitation to tender notice and in the special conditions of contract.  The final document to be provided to the tenderers should not have blank spaces or give options. 

(b)    The instructions to tenderers and the General conditions of contract should remain unchanged.  Any necessary amendments to these parts should be made through the special conditions of contract and appendix to instructions to tenderers respectively.

1.3    (a) Information contained in the invitation to tender shall conform to          the data and information in the tender documents to enable potential tenderers to decide whether or not to participate in the tender and shall indicate any important tender requirements.

(c)    The invitation to tender shall be issued as an advertisement in accordance with the regulations or a letter of invitation addressed to tenderers who have expressed interest following an invitation for expression of interest for which the invitation is issued.

1.4    The cover of the tender document should be modified to include:
I.    Tender number.
II.    Tender name.
III.    Name of procuring entity.
IV.    Delete name and address of PPOA.



SECTION I        -    INVITATION FOR TENDER
 Date: 8.7.2014

INVITATION TO TENDER

TENDER REF: HELB/T/01/2014 – 2015

PROVISION OF THE STAFF MEDICAL INSURANCE COVER

The Higher Education Loans Board is a state corporation whose mandate is to source for funds and provide loans, scholarships and bursaries to Kenyans studying in recognized institutions of higher learning.

HELB invites sealed tenders from interested, eligible and registered Insurance Brokers for the Provision of the Staff Medical Insurance cover.

A complete tender document may be obtained by interested candidates upon payment of a non- refundable fee of Kshs.1,000.00  in cash or bankers cheque payable to the Higher Education Loans Board operational account no. 1104823047 at Kenya Commercial Bank, University Way Branch. HELB shall issue a receipt slip on presentation of the deposit slip. Bidders who shall download the tender document from our website www.helb.co.ke will not need to pay for the tender document but are required to submit their contact details to the Procurement office in case of further addendum to the tender.

One (1) original and one (1) copy of completed tender documents are to be enclosed in a plain sealed envelope clearly marked Tender Number HELB/T/01/2014 – 2015: PROVISION OF THE STAFF MEDICAL INSURANCE COVER  should be deposited in the Tender Box at Anniversary Towers, 19th floor along University Way or be addressed to:-

The C.E.O & Board Secretary,
Higher Education Loans Board,
P. O. Box 69489 – 00400, Nairobi

so as to be received on or before Tuesday 22nd  July 2014 at 11.00 a.m. Tenders will be opened immediately thereafter in the presence of the candidates representatives who choose to attend at 11.15 a.m. at the main Boardroom on 19th floor, Anniversary Towers, University Way.

All tenders must be accompanied by a tender security of 2% of the contract sum and attached to the original tender document, clearly marked “Tender Security” in the form of a bank guarantee, bankers cheque or from insurance companies authorized to transact bid bonds and valid for a period of 120 days from the date of opening of the tender. Please note that any tender that shall not be accompanied by a tender security shall be deemed to be non-responsive and disqualified.


SIGNED FOR:    C.E.O & Board Secretary
              Higher Education Loans Board
SECTION II    -    INSTRUCTION TO TENDERERS

Table of Clauses

                                        Page
2.1    Eligible Tenderers…………………………………….    6
2.2    Cost of Tendering……………………………………..    6
2.3    Contents of Tender document……………………………    7
2.4    Clarification of Tender document……………………..    7
2.5    Amendments of Tender document……………………..    8
2.6    Language of Tenders……………………………………    8
2.7    Documents Comprising the Tender…………………….    8
2.8    Tender Form……………………………………………..    9
2.9    Tender Prices……………………………………………    9
2.10    Tender Currencies………………………………………    9
2.11    Tenderers Eligibility and Qualifications…………………    9
2.12    Tender Security………………………………………….    10
2.13    Validity of Tenders……………………………………..    11
2.14    Format and Signing of Tenders…………………………..    11
2.15    Sealing and Marking of Tenders…………………………    12
2.16    Deadline for Submission of Tenders……………………    12
2.17    Modification and Withdrawal of Tenders………………    13
2.18    Opening of Tenders………………………………………    13
2.19    Clarification of Tenders…………………………………..    14
2.20    Preliminary Examination………………………………..    14
2.21    Conversion to Single Currency…………………………..    15
2.22    Evaluation and Comparison of Tenders……………….    15
2.23    Contacting the Procuring Entity………………………….    16
2.24    Post-Qualification……………………………………….    16
2.25    Award Criteria…………………………………………..    17
2.26    Procuring Entity’s Right to Vary Quantities ……………    17
2.27    Procuring Entity’s Right to Accept or Reject any or
all Tenders……………………………………………….    17
2.28    Notification of Award…………………………………..    18
2.29    Signing of Contract………………………………………    18
2.30    Performance Security……………………………………    19
2.31    Corrupt or Fraudulent Practices………………………….    19


SECTION II    -    INSTRUCTIONS TO TENDERERS

2.1.    Eligible Tenderers

2.1.1    This Invitation for Tenders is open to all tenderers eligible as described in the Appendix to Instructions to Tenderers.  Successful tenderers shall provide the services for the stipulated duration from the date of commencement (hereinafter referred to as the term) specified in the tender documents.

2.1.2    The procuring entity’s employees, committee members, board members and their relatives (spouse and children) are not eligible to participate in the tender unless where specially allowed under section 131 of the Act.

2.1.3    Tenderers shall provide the qualification information statement that the tenderer (including all members of a joint venture and subcontractors) is not associated, or have been associated in the past, directly or indirectly, with a firm or any of its affiliates which have been engaged by the Procuring entity to provide consulting services for the preparation of the design, specifications, and other documents to be used for the procurement of the services under this Invitation for tenders.

2.1.4    Tenderers involved in the corrupt or fraudulent practices or debarred from participating in public procurement shall not be eligible.

2.2    Cost of Tendering

2.2.1    The Tenderer shall bear all costs associated with the preparation and submission of its tender, and the procuring entity, will in no case be responsible or liable for those costs. Regardless of the conduct or outcome of the tendering process

2.2.2    The price to be charged for the tender document shall not exceed Kshs.5,000/=

2.2.3    The procuring entity shall allow the tenderer to review the tender document free of charge before purchase.

2.3    Contents of Tender Document

2.3.1    The tender documents comprise the documents listed below and addenda issued in accordance with clause 2.5 of theses instructions to tenderers.

(i)    Instructions to Tenderers
(ii)    General Conditions of Contract
(iii)    Special Conditions of Contract
(iv)    Schedule of Requirements
(v)    Details of Insurance Cover
(vi)    Form of Tender
(vii)    Price Schedules
(viii)    Contract Form
(ix)    Confidential Business Questionnaire Form
(x)    Tender security Form
(xi)    Performance security Form
(xii)    Insurance Company’s Authorization Form
(xiii)    Declaration Form
(xiv)    Request for Review Form

2.3.2    The Tenderer is expected to examine all instructions, forms, terms and specification in the tender documents.  Failure to furnish all information required by the tender documents or to submit a tender not substantially responsive to the tender documents in every respect will be at the tenderers risk and may result in the rejection of its tender.

2.4    Clarification of Tender Documents

2.4.1    A Candidate making inquiries of the tender documents may notify the Procuring entity by post, fax or by email at the procuring entity’s address indicated in the Invitation for tenders.  The Procuring entity will respond in writing to any request for clarification of the tender documents, which it receives not later than seven (7) days prior to the deadline for the submission of the tenders, prescribed by the procuring entity.  Written copies of the Procuring entities response (including an explanation of the query but without identifying the source of inquiry) will be sent to all candidates who have received the tender documents.


2.4.2    The procuring entity shall reply to any clarifications sought by the tenderer within 3 days of receiving the request to enable the tenderer to make timely submission of its tender.

2.4.3    Preference where allowed in the evaluation of tenders shall not exceed 15%

2.5    Amendment of Tender Documents

2.5.1    At any time prior to the deadline for submission of tenders, the Procuring entity, for any reason, whether at its own initiative or in response to a clarification requested by a prospective tenderer, may modify the tender documents by issuing and addendum.

2.5.2    All prospective tenderers who have obtained the tender documents will be notified of the amendment by post, fax or email and such amendment will be binding on them.

2.5.3    In order to allow prospective tenderers reasonable time in which to take the amendment into account in preparing their tenders, the Procuring entity, at its discretion, may extend the deadline for the submission of tenders.

2.6    Language of Tenders

2.6.1    The tender prepared by the tenderer, as well as all correspondence and documents relating to the tender exchanged by the tenderer and the Procuring entity, shall be written in English language. Any printed literature furnished by the tenderer may be written in another language provided they are accompanied by an accurate English translation of the relevant passages in which case, for purposes of interpretation of the tender, the English translation shall govern.

2.7.    Documents Comprising the Tender

2.7.1    The tender prepared by the tenderer shall comprise the following components:
(a)    A Tender Form and a Price Schedule completed in accordance with paragraph 2.8, 2.9 and 2.10 below
(b)    Documentary evidence established in accordance with paragraph 2.1.2 that the tenderer is eligible to tender and is qualified to perform the contract if its tender is accepted;
(c)    Tender security furnished in accordance with paragraph 2.12 (if applicable)
(d)    Declaration Form.

2.8.    Form of Tender

2.8.1     The tenderer shall complete the Tender Form and the Price Schedule furnished in the tender documents, indicating the services to be provided.

2.9.    Tender Prices

2.9.1    The tenderer shall indicate on the form of tender and the appropriate  Price Schedule the unit prices and total tender price of the services it proposes to provide under the contract.

2.9.2    Prices indicated on the Price Schedule shall be the cost of the services quoted including all customs duties and VAT and other taxes payable.

2.9.3    Prices quoted by the tenderer shall remain fixed during the Term of the contract unless otherwise agreed by the parties. A tender submitted with an adjustable price quotation will be treated as non-responsive and will be rejected, pursuant to paragraph 2.20.5

2.10.    Tender Currencies

2.10.1    Prices shall be quoted in Kenya Shillings

2.11.    Tenderers Eligibility and Qualifications

2.11.1    Pursuant to paragraph 2.1 the tenderer shall furnish, as part of its tender, documents establishing the tenderers eligibility to tender and its qualifications to perform the contract if it’s tender is accepted.

2.11.2    The documentary evidence of the tenderer’s qualifications to perform the contract if its tender is accepted shall establish to the Procuring entity’s satisfaction that the tenderer has the financial and technical capability necessary to perform the contract.

2.12.    Tender Security

2.12.1    The tenderer shall furnish, as part of its tender, a tender security for the amount and form specified in the Appendix to Instructions to Tenderers.

2.12.2     The tender security shall not exceed 2 per cent of the tender price.

2.12.3     The tender security is required to protect the Procuring entity against the risk of Tenderer’s conduct which would warrant the security’s forfeiture, pursuant to paragraph 2.12.7

2.12.4    The tender security shall be denominated in Kenya Shillings or in another freely convertible currency, and shall be in the form
a)    Cash.
b)    A bank guarantee.
c)    Such insurance guarantee approved by the Authority.
d)    Letter of credit.

2.12.5     Any tender not secured in accordance with paragraph 2.12.1. and 2.12.3 shall be rejected by the Procuring entity as non-responsive, pursuant to paragraph 2.20.5

2.12.6    Unsuccessful Tenderer’s tender security will be discharged or returned as promptly as possible but not later than thirty (30) days after the expiration of the period of tender validity

2.12.7    The successful Tenderer’s tender security will be discharged upon the tenderer signing the contract, pursuant to paragraph 2.29, and furnishing the performance security, pursuant to paragraph 2.30

2.12.8    The tender security may be forfeited:

(a)    if a tenderer withdraws its tender during the period of tender validity.
(b)    in the case of a successful tenderer, if the tenderer fails:
(i)    to sign the contract in accordance with paragraph 2.29  or
(ii)    to furnish performance security in accordance with paragraph 2.30.

     (c)      If the tenderer reject correction of an arithmetic error in the tender.

2.13.    Validity of Tenders

2.13.1    Tenders shall remain valid for 60 days after date of tender opening pursuant to paragraph 2.18.  A tender valid for a shorter period shall be rejected by the Procuring entity as non-responsive.

2.13.2     In exceptional circumstances, the Procuring entity may solicit the Tenderer’s consent to an extension of the period of validity.  The request and the responses thereto shall be made in writing.  The tender security provided under paragraph 2.12 shall also be suitably extended. A tenderer granting the request will not be required nor permitted to modify its tender.

2.14.    Format and Signing of Tenders

2.14.1 The tenderer shall prepare an original and a copy of the tender,     clearly marking each “ORIGINAL TENDER” and “COPY OF TENDER,” as appropriate.  In the event of any discrepancy between them, the original shall govern.

2.14.2    The original and all copies of the tender shall be typed or written in indelible ink and shall be signed by the tenderer or a person or persons duly authorized to bind the tenderer to the contract. All pages of the tender, except for un-amended printed literature, shall be initialed by the person or persons signing the tender.

2.14.3    The tender shall have no interlineations, erasures, or overwriting except as necessary to correct errors made by the tenderer, in which case such corrections shall be initialed by the person or persons signing the tender.





2.15    Sealing and Marking of Tenders

2.15.1    The tenderer shall seal the original and the copy of the tender in separate envelopes, duly marking the envelopes as “ORIGINAL TENDER” and “COPY OF TENDER”.  The envelopes shall then be sealed in an outer envelope.

2.15.2    The inner and outer envelopes shall:

(a)    be addressed to the Procuring entity at the address given in the Invitation to Tender.
(b)    bear tender number and name in the invitation to tender and the words, “DO NOT OPEN BEFORE Tuesday,22nd  July 2014 at 11.00 a.m
(c)   
2.15.3    The inner envelopes shall also indicate the name and address of the tenderer to enable the tender to be returned unopened in case it is declared “late”.

2.15.4    If the outer envelope is not sealed and marked as required by paragraph 2.15.2, the Procuring entity will assume no responsibility for the tender’s misplacement or premature opening.

2.16.    Deadline for Submission of Tenders

2.16.1    Tenders must be received by the Procuring entity at the address specified under paragraph 2.15.2 not later than Tuesday,22nd  July 2014 at 11.00 a.m

2.16.2    The Procuring entity may, at its discretion, extend this deadline for the submission of tenders by amending the tender documents in accordance with paragraph 2.5.3 in which case all rights and obligations of the Procuring entity and candidates previously subject to the deadline will thereafter be subject to the deadline as extended.

2.16.3    Bulky tenders which will not fit the tender box shall be received by the procuring entity as provided for in the appendix.



2.17.    Modification and Withdrawal of Tenders

2.17.1 The tenderer may modify or withdraw its tender after the tender’s submission, provided that written notice of the modification, including substitution or withdrawal of the tenders, is received by the Procuring entity prior to the deadline prescribed for submission of tenders.

2.17.2    The tenderer’s modification or withdrawal notice shall be prepared, sealed, marked and dispatched in accordance with the provisions of paragraph 2.15.  A withdrawal notice may also be sent by fax or email but followed by a signed confirmation copy, postmarked not later than the deadline for submission of tenders.

2.17.3    No tender may be modified after the deadline for submission of tenders.

2.17.4    No tender may be withdrawn in the interval between the deadline for submission of tenders and the expiration of the period of tender validity. Withdrawal of a tender during this interval may result in the Tenderer’s forfeiture of its tender security, pursuant to paragraph 2.12.7.

2.18.    Opening of Tenders

2.18.1    The Procuring entity will open all tenders in the presence of tenderers’ representatives who choose to attend, at 11.15 a.m, Tuesday,22nd  July 2014 at 11.00 a.m and in the location specified in the invitation for tenders. The tenderers’ representatives who are present shall sign a register evidencing their attendance

2.18.2    The tenderers’ names, tender modifications or withdrawals, tender prices, discounts, and the presence or absence of requisite tender security and such other details as the Procuring entity, at its discretion, may consider appropriate, will be announced at the opening.

2.18.3    The Procuring entity will prepare minutes of the tender opening, which will be submitted to tenderers that signed the tender opening register and will have made the request.
2.19    Clarification of Tenders

2.19.1 To assist in the examination, evaluation and comparison of tenders the Procuring entity may, at its discretion, ask the tenderer for a clarification of its tender.  The request for clarification and the response shall be in writing, and no change in the prices or substance of the tender shall be sought, offered, or permitted.

2.19.2 Any effort by the tenderer to influence the Procuring entity in the Procuring entity’s tender evaluation, tender comparison or contract award decisions may result in the rejection of the tenderers’ tender.

2.20    Preliminary Examination and Responsiveness

2.20.1 The Procuring entity will examine the tenders to determine whether they are complete, whether any computational errors have been made, whether required sureties have been furnished, whether the documents have been properly signed, and whether the tenders are generally in order.

2.20.2    Arithmetical errors will be rectified on the following basis.  If there is a discrepancy between the unit price and the total price that is obtained by multiplying the unit price and quantity, the unit price shall prevail, and the total price shall be corrected.   If the candidate does not accept the correction of the errors, its tender will be rejected, and its tender security forfeited.  If there is a discrepancy between words and figures, the amount in words will prevail

2.20.3    The Procuring entity may waive any minor informality or non-conformity or irregularity in a tender which does not constitute a material deviation provided such waiver does not prejudice or affect the relative ranking of any tenderer.

2.20.4    Prior to the detailed evaluation, pursuant to paragraph 2.20, the Procuring entity will determine the substantial responsiveness of each tender to the tender documents.  For purposes of these paragraphs, a substantially responsive tender is one which conforms to all the terms and conditions of the tender documents without material deviations  the Procuring entity’s determination of a tender’s responsiveness is to be based on the contents of the tender itself without recourse to extrinsic evidence.

2.20.5    If a tender is not substantially responsive, it will be rejected by the procuring entity and may not subsequently be made responsive by the tenderer by correction of the nonconformity.

2.21.    Conversion to single currency

2.21.1 Where other currencies are used, the Procuring entity will convert those currencies to Kenya Shillings using the selling exchange rate on the date of tender closing provided by the Central Bank of Kenya.

2.22.    Evaluation and Comparison of Tenders

2.22.1 The Procuring entity will evaluate and compare the tenders which have been determined to be substantially responsive, pursuant to paragraph 2.20

2.22.2 The Procuring entity’s evaluation of a tender will take into account, in addition to the tender price, the following factors, in the manner and to the extent indicated in paragraph 2.22.3.

(a) operational plan proposed in the tender;

(b)    deviations in payment schedule from that specified in the Special Conditions of Contract

2.22.3    Pursuant to paragraph 2.22.2. the following evaluation methods will be applied.

(a)    Operational Plan

(i)    The Procuring entity requires that the services under the
Invitation for Tenders shall be performed at the time
specified in the Schedule of Requirements.  Tenders
offering to perform longer than the procuring entity’s
required delivery time will be treated as non-responsive
and rejected.

        (b)    Deviation in payment schedule

(i)    Tenderers shall state their tender price for the payment on
 schedule outlined in the special conditions of contract. 
Tenders will be evaluated on  the basis of this base price. 
Tenderers are, however, permitted to state an alternative
payment schedule and indicate the reduction in tender
price they wish to offer for such alternative payment
schedule.  The Procuring entity may consider the
alternative payment schedule offered by the selected
tenderer.

2.22.4    The tender evaluation committee shall evaluate the tender within 30 days from the date of opening the tender.

2.23.    Contacting the Procuring entity

2.23.1 Subject to paragraph 2.19 no tenderer shall contact the Procuring entity on any matter relating to its tender, from the time of the tender opening to the time the contract is awarded.

2.23.2 Any effort by a tenderer to influence the Procuring entity in its decisions on tender evaluation, tender comparison, or contract award may result in the rejection of the Tenderers’ tender.

2.24    Post-qualification

2.24.1 The Procuring entity will verify and determine to its satisfaction whether the tenderer that is selected as having submitted the lowest evaluated responsive tender is qualified to perform the contract satisfactorily.

2.24.2 The determination will take into account the tenderer financial and technical capabilities.  It will be based upon an examination of the documentary evidence of the tenderers qualifications submitted by the tenderer, pursuant to paragraph 2.11.2, as well as such other information as the Procuring entity deems necessary and appropriate

2.24.3 An affirmative determination will be a prerequisite for award of the contract to the tenderer.  A negative determination will result in rejection of the Tenderer’s tender, in which event the Procuring entity will proceed to the next lowest evaluated tender to make a similar determination of that Tenderer’s capabilities to perform satisfactorily.

2.25 Award Criteria

2.25.1 Subject to paragraph 2.29 the Procuring entity will award the contract to the successful tenderer whose tender has been determined to be substantially responsive and has been determined to be the lowest evaluated tender, provided further that the tenderer is determined to be qualified to perform the contract satisfactorily.

2.25.2 To qualify for contract awards, the tenderer shall have the following:-

(a)    Necessary qualifications, capability experience, services, equipment and facilities to provide what is being procured.
(b)    Legal capacity to enter into a  contract for procurement
(c)    Shall not be insolvent, in receivership, bankrupt or in the process of being wound up and is not the subject of legal proceedings relating to the foregoing.
(d)    Shall not be debarred from participating in public procurement.

2.26.    Procuring entity’s Right to accept or Reject any or all Tenders

2.26.1 The Procuring entity reserves the right to accept or reject any tender, and to annul the tendering process and reject all tenders at any time prior to contract award, without thereby incurring any liability to the affected tenderer or tenderers or any obligation to inform the affected tenderer or tenderers of the grounds for the Procuring entity’s action.  If the Procuring entity determines that non of the tenders is responsive, the Procuring entity shall notify each tenderer who submitted a tender.
2.26.2    The procuring entity shall give prompt notice of the termination to the tenderers and on request give its reasons for termination within 14 days of receiving the request from any tenderer.

2.26.3     A tenderer who gives false information in the tender document about is qualification or who refuses to enter into a contract after notification of contract award shall be considered for debarment from participating in future public procurement.

2.27    Notification of Award

2.27.1 Prior to the expiration of the period of tender validity, the Procuring entity will notify the successful tenderer in writing that its tender has been accepted.

2.27.2 The notification of award will signify the formation of the contract subject to the signing of the contract between the tenderer and the procuring entity pursuant to clause 2.9. Simultaneously the other tenderers shall be notified that their tenders were not successful.

2.27.3 Upon the successful Tenderer’s furnishing of the performance security pursuant to paragraph 2.29 the Procuring entity will promptly notify each unsuccessful Tenderer and will discharge its tender security, pursuant to paragraph 2.12

2.28    Signing of Contract

2.28.1    At the same time as the Procuring entity notifies the successful tenderer that its tender has been accepted, the Procuring entity will simultaneously inform the other tenderers that their tenders have not been successful.

2.28.2    Within fourteen (14) days of receipt of the Contract Form, the successful tenderer shall sign and date the contract and return it to the Procuring entity.

2.28.3 The contract will be definitive upon its signature by the two parties.

2.28.4    The parties to the contract shall have it signed within 30 days from the date of notification of contract award unless there is an administrative review request.





2.29    Performance Security

2.29.1 The successful tenderer shall furnish the performance security in accordance with the Conditions of Contract, in a form acceptable to the Procuring entity.

2.29.2     Failure by the successful tenderer to comply with the requirement of paragraph 2.29 or paragraph 2.30.1 shall constitute sufficient grounds for the annulment of the award and forfeiture of the tender security, in which event the Procuring entity may make the award to the next lowest evaluated tender or call for new tenders.

2.30    Corrupt or Fraudulent Practices

2.30.1     The Procuring entity requires that tenderers observe the highest standard of ethics during the procurement process and execution of contracts. A tenderer shall sign a declaration that he has not and will not be involved in corrupt or fraudulent practices.

2.30.2    The Procuring entity will reject a proposal for award if it determines that the tenderer recommended for award has engaged in corrupt or fraudulent practices in competing for the contract in question

2.30.3     Further a tenderer who is found to have indulged in corrupt or fraudulent practices risks being debarred from participating in public Procurement in Kenya.








Appendix to Instructions to Tenderers

Notes on the Appendix to the Instruction to Tenderers


1.    The Appendix to instructions to tenderers is intended to assist the procuring entity in providing specific information in relation to corresponding clause in the instructions to Tenderers included in Section II and has to be prepared for each specific procurement.

2.    The procuring entity should specify in the appendix information and requirements specific to the circumstances of the procuring entity, the procuring of the procurement, and the tender evaluation criteria that will apply to the tenders.

3.    In preparing the Appendix the following aspects should be taken into consideration;

(a)    The information that specifies and complements provisions of Section II to be incorporated.

(b)    Amendments and/or supplements if any, to provisions of Section II as necessitated by the circumstances of the specific procurement to be also incorporated.

4.    Section II should remain unchanged and can only be amended through the Appendix to instructions to tenders.

5.    Any clause to be included in the appendix to instructions to tenderers must be consistent with the applicable public procurement law and regulations.








Appendix to instructions to Tenderers

The following information for the procurement of insurance services shall complement, supplement, or amend, the provisions on the instructions to tenderers.  Wherever there is a conflict between the provisions of the instructions to tenderers and the provisions of the appendix, the provisions of the appendix herein shall prevail over those of the instructions to tenderers.


Instruction to tender reference    Particulars of Appendix to instructions to tenderers

2.1    Interested eligible registered insurance brokers

2.15.2 (b)
    Tuesday 22nd  July 2014

2.16.1
    Tuesday 22nd  July 2014

2.18.1
    Tuesday 22nd  July 2014


















SECTION III     - GENERAL CONDITIONS OF CONTRACT

Table of Clauses

                                        Page
3.1    Definitions………………………………………………    23
3.2    Application………………………………………………    24
3.3    Standards……………………………………………..    24
3.4    Use of Contract Documents and Information…………..    24
3.5    Patent Rights…………………………………………….    24
3.6    Performance Security…………………………………    24
3.7    Delivery of Services and Documents…………………….    25
3.8    Payment……………………………………………….    25
3.9    Prices………………………………………………….    25
3.10    Assignment…………………………………………….    26
3.11    Termination for Default……………………………….    26
3.12    Termination for Insolvency…………………………..    27
3.13    Termination for Convenience…………………………    27
3.14    Resolution of Disputes………………………………..    27
3.15    Governing Language…………………………………..    28
3.16    Applicable law………………………………………..    28
3.17    Force Majeure………………………………………..    28
3.18    Notices………………………………………………    28















SECTION III    GENERAL CONDITIONS OF CONTRACT

3.1.    Definitions

3.1.1    In this Contract, the following terms shall be interpreted as indicated:

(a)    “The Contract” means the agreement entered into between the Procuring entity and the tenderer, as recorded in the Contract Form signed by the parties, including all attachments and appendices thereto and all documents incorporated by reference therein.

(b)    “The Contract Price” means the price payable to the tenderer under the Contract for the full and proper performance of its contractual obligations

(c)    “The Services” means services to be provided by the tenderer including any documents, which the tenderer is required to provide to the Procuring entity under the Contract.

(d)    “The Procuring entity” means the organization procuring the services under this Contract

(e)    “The Contractor” means the organization or firm providing the services under this Contract.

(f)     “GCC”   the General Conditions of Contract contained in this section.

(g)    “SCC” means the Special Conditions of Contract

(h)    “Day” means calendar day





3.2.    Application

3.2.1    These General Conditions shall apply to the extent that they are not superseded by provisions of other part of the contract

3.3.    Standards

3.3.1    The services provided under this Contract shall conform to the standards mentioned in the schedule of requirements.


3.4.    Use of Contract Documents and Information

3.4.1 The Contractor shall not, without the Procuring entity’s prior written consent, disclose the Contract, or any provision thereof, or any specification, plan, drawing, pattern, sample, or information furnished by or on behalf of the Procuring entity in connection therewith, to any person other than a person employed by the contractor in the performance of the Contract.

3.4.2    The Contractor shall not, without the Procuring entity’s prior written consent, make use of any document or information enumerated in paragraph 2.4.1 above.

3.4.3    Any document, other than the Contract itself, enumerated in paragraph 2.4.1 shall remain the property of the Procuring entity and shall be returned (all copies) to the Procuring entity on completion of the contract’s or performance under the Contract if so required by the Procuring entity.

3.5.    Patent Rights

3.5.1    The Contractor shall indemnify the Procuring entity against all third-party claims of infringement of patent, trademark, or industrial design rights arising from use of the services under the contract or any part thereof.

3.6    Performance Security
3.6.1Within twenty eight (28) days of receipt of the notification of Contract award, the successful tenderer shall furnish to the Procuring entity the performance security where applicable in the amount specified in SCC

3.6.2    The proceeds of the performance security shall be payable to the Procuring entity as compensation for any loss resulting from the Tenderer’s failure to complete its obligations under the Contract.

3.6.3    The performance security shall be denominated in the currency of the Contract, or in a freely convertible currency acceptable to the Procuring entity and shall be in the form of:
a)    Cash.
b)    A bank guarantee.
c)    Such insurance guarantee approved by the Authority.
d)    Letter of credit.

3.6.4    The performance security will be discharged by the Procuring entity and returned to the Candidate not later than thirty (30) days following the date of completion of the Contractor’s performance  of obligations under the Contract, including any warranty obligations, under the Contract.

3.7.    Delivery of services and Documents

3.7.1    Delivery of the services shall be made by the Contractor in accordance with the terms specified by the procuring entity in the schedule of requirements and the special conditions of contract

3.8.    Payment

3.81.    The method and conditions of payment to be made to the contractor under this Contract shall be specified in SCC

3.82.    Payment shall be made promptly by the Procuring entity, but in no case later than sixty (60) days after submission of an invoice or claim by the contractor

3.9.    Prices

3.9.1    Prices charges by the contractor for Services performed under the Contract shall not, with the exception of any price adjustments authorized in SCC vary from the prices quoted by the tenderer in its tender or in the procuring entity’s request for tender validity extension the case may be.  No variation in or modification to the terms of the contract shall be made except by written amendments signed by the parties.

3.9.2    Contract price variations shall not be allowed for contracts not exceeding one year (12 months)

3.9.3    Where contract price variation is allowed the variation shall not exceed 10% of the original contract price

3.9.4    Price variation requests shall be processed by the procuring entity within 30 days of receiving the request.

3.10.    Assignment

3.10.1    The Contractor shall not assign, in whole or in part, its obligations to perform under this Contract, except with the Procuring entity’s prior written consent.

3.11.    Termination for Default

3.11.1The Procuring entity may, without prejudice to any other remedy for breach of Contract, by written notice of default sent to the Contractor terminate this Contract in whole or in part:

(a)    if the Contractor fails to provide any or all of the services within the period(s) specified in the Contract, or within any extension thereof granted by the Procuring entity.

(b)    If the Contractor fails to perform any other obligation(s) under the Contract

(c)    If the Contract in the judgment of the Procuring entity has engaged in corrupt or fraudulent practices in competing for or in executing the contract

3.11.2    In the event the Procuring entity terminates the contract in whole or in part, it may procure, upon such terms and in such manner as it deems appropriate, services similar to those un-delivered, and the Contractor shall be liable to the Procuring entity for any excess costs for such similar services.  However the contractor shall continue performance of the contract to extent not terminated.


3.12.    Termination for Insolvency

3.12.1    The Procuring entity may at any time terminate the contract by giving written notice to the Contractor if the contractor becomes bankrupt or otherwise insolvent.  In this event, termination will be without compensation to the contractor, provided that such termination will not prejudice or affect any right of action or remedy, which has accrued or will accrue thereafter to the procuring entity.

3.13.    Termination for Convenience   

3.13.1    The Procuring entity by written notice sent to the contractor may terminate the contract in whole or in part, at any time for its convenience.  The notice of termination shall specify that the termination is for the procuring entities convenience, the extent to which performance of the contractor of the contract is terminated and the date on which such termination becomes effective.

3.13.2    For the remaining part of the contract after termination the procuring entity may elect to cancel the services and pay to the contractor an agreed amount for partially completed services.


3.14    Resolution of Disputes

3.14.1    The procuring entity and the contractor shall make every effort to resolve amicably by direct informal negotiations and disagreement or disputes arising between them under or in connection with the contract

3.14.2    If after thirty (30) days from the commencement of such informal negotiations both parties have been unable to resolve amicably a contract dispute either party may require that the dispute be referred for resolution to the formal mechanisms specified in the SCC.
3.15.    Governing Language

3.15.1. The contract shall be written in the English language. All correspondence and other documents pertaining to the contract, which are exchanged by the parties shall be written in the same language.

3.16.    Applicable Law

3.16.1    The contract shall be interpreted in accordance with the laws of Kenya unless otherwise expressly specified in the SCC.

3.17    Force Majeure

3.17.1 The Contractor shall not be liable for forfeiture of its performance security, or termination for default if and to the extent that its delay in performance or other failure to perform its obligations under the Contract is the result of an event of Force Majeure.

3.18    Notices

3.18.1    Any notices given by one party to the other pursuant to this contract shall be sent to the other party by post or by Fax or Email and confirmed in writing to the other party’s address specified in the SCC.

3.18.2     A notice shall be effective when delivered or on the notices effective date, whichever is later.




SECTION IV - SPECIAL CONDITIONS OF CONTRACT

Notes on Special Conditions of Contract

1.    The clauses in this section are intended to assist the procuring entity in providing contract-specific information in relation to corresponding clauses in the General Conditions of Contract

2.    The Provisions of Section IV complement the General Conditions of Contract included in Section III, specifying contractual requirements linked to the special circumstances of the procuring entity and the insurance cover required.  In preparing Section IV, the following aspects should be taken into consideration.

(a)    Information that complement provisions of Section III must be incorporated; and

(b)    Amendments and/or supplements to provisions of Section III, as necessitated by the circumstances of the specific insurance cover required must also be incorporated.

3.    Where there is a conflict between the provisions of the special conditions of contract and the provisions of the general conditions of contract, the provisions of the special conditions of contract shall prevail over the provisions of the general conditions of contract.

4.    Any clause to be included in this section must be consistent with the applicable public procurement law and regulations.









SECTION IV – SPECIAL CONDITIONS OF CONTRACT

4.0     CONDITIONS TO BE MET BY INSURANCE COMPANIES/MEDICAL INSURANCE PROVIDERS (MIP) – STAFF MEDICAL INSURANCE COVER

1.       Must be registered with the commissioner of insurance for the year 2014. (Attach a copy of the current insurance registration license from the Insurance Regulatory Authority).
2.    Must submit a list of major and reputable clients, their addresses, names of contacts persons and their telephone numbers. (Minimum of 5).
3.    Proof of handling large medical insurance covers- provide details of largest medical insurance account in terms of the members: type of the cover secured; amount of the premiums and the type of cover. The company reserves the right to verify this information with the client.
4.    Submit copies of latest audited accounts for 2012/2013
5.    Must submit copies of the following statutory documents
b)     Attach company profile.
c)    Copy of Company’s Registration Certificate/Certificate of     incorporation.
d)     Copy of a valid Tax compliance certificate.
6.    Must be a member of Association of Kenya Insurance (AKI) – provide proof.

7. The underwriter or medical insurance provider (MIP) should submit original quotation addressed directly to HELB which must show the following:
a)    Premium quoted.
b)    Excesses or co-pays applicable.
c)    Sum insured.
d)    Exclusions to cover.
e)    Enhancements to cover.
f)    Treatment of HIV AIDS, pre-existing & chronic conditions and maternity cover.

8. Must provide proof of having been in business for at least 3 years –attach a copy of the company    Profile and certificate of incorporation.
9. Provide draft policy documents for the medical insurance. Contents therein will form part of the contract if the bid is awarded. One copy of the policy will suffice for all the brokers participating in the tender.
10. Provide detailed description of the methods the bidder will employ in providing medical insurance benefits to staff of HELB.




4.1    CONDITIONS TO BE MET BY THE INSURANCE BROKER

4.1     Must provide a copy of underwriter’s premium quotation.
4.2     Must not discount premium provided by the underwriter.
4.3    Must analyze and recommend the best underwriter for the quotations provided with reasons thereon.
4.4     Provide a bid security of 2% of quoted premium in form of bank guarantee, banker’s cheque or authorized insurance company in favor of HELB.
4.5    Must be registered with the Commissioner of Insurance for the current year 2014.
4.6    Must have a valid Professional Indemnity Insurance Cover (Attach copy).

Note: Insurance Brokers must ensure that the recommended Medical Insurance Provider submits draft policy documents for the medical insurance. Contents therein will form part of the contract if the bid is awarded. One copy of the policy will suffice for all the brokers participating in the tender. The insurance broker will be disqualified if the respective insurance company does not submit the draft policy documents.
























4.2    Special Conditions of Contract as relates to the General Conditions of Contract

Reference of general conditions of contract    Special condition of contract

3.6  Performance security   
Not applicable

3.7  Delivery of Services    
As provided in the schedule of requirements


3.8  Payment   
Within sixty (60) days


3.9  Price adjustment   
Not applicable


3.16  Applicable law   
Laws of Kenya


3.18  Notices   
Higher Education Loans Board
P. O. Box 69489 – 00400
Nairobi
















SECTION V - SCHEDULE OF REQUIREMENTS

Notes for preparing Schedule of Requirements.

1.    The schedule of Requirements shall be included in the tender documents by the procuring entity and shall cover, at the minimum, a description of the insurance cover to be provided and full particulars of the same.

2.    The objectives of the schedule of requirements are to provide sufficient information to enable tenderers to prepare their tenders comprehensively, efficiently and accurately.  In particular the price schedule form which a form is provided in Section VI must be carefully completed. 

3.    In addition, the schedule of requirements together with the price schedule should serve as a basis in the event of services variation at the time of award of contract pursuant to instruction to tenderers paragraph 2.26



















SECTION V - SCHEDULE OF REQUIREMENTS
________________________________________________________________

OUTSOURCED MEDICAL CARE

1.0       INTRODUCTION
The Board outsourced the staff medical care in 2013, and through the scheme HELB has successfully managed the staff health with minimal challenges. However  in April, 2014,the Board of Directors approved the revision (upwards) of the staff medical entitlement to cushion staff  against the ever increasing  cost  of medical care and in order to ensure  that the workforce in healthy enough.

Based on the market survey carried out in other similar organizations, the medical care was revised as per the table here below.

2.0 REVISED BENEFIT LIMITS

Grade    No. of staff per grade    Dependants    IP    OP    Dental/Optical    Normal Maternity    First Emergency Caesarean maternity
Grade I    1    4    3,500,000.00    250,000    70,000    100,000    200,000
Grade II    3    10    3,250,000.00    225,000    66,500    100,000    200,000
Grade III    8    22    3,000,000.00    200,000    66,500    100,000    200,000
Grade IV    10    40    2,750,000.00    175,000    63,750    100,000    200,000
Grade V    7    23    2,750,000.00    175,000    63,750    100,000    200,000
Grade VI    6    17    2,750,000.00    150,000    61,000    100,000    200,000
Grade VII    23    58    2,500,000.00    150,000    61,000    100,000    200,000
Grade VIII    23    51    2,500,000.00    150,000    61,000    100,000    200,000
Grade IX    7    18    2,000,000.00    150,000    61,000    100,000    200,000
Grade X    17    59    2,000,000.00    150,000    61,000    100,000    200,000
Grade XI    9    24    2,000,000.00    150,000    61,000    100,000    200,000
Temporary staff    50    -    1,000,000.00    150,000    61,000    100,000    200,000
TOTAL    164    326                       

NOTE

ENHANCED BENEFITS

The following will be included in the scheme.

Inclusions and Conditions.

1.    Outpatient benefits include;-

•    Routine outpatient consultation
•    Diagnostic X-ray and Laboratory tests
•    Radiology X-ray, ultra-sound, EEG, ECG and computerized tomography, MRI scans
•    Prescribed physiotherapy
•    Prescribed drugs and dressings
•    Chronic conditions up to the full outpatient limit
•    HIV/AIDs voluntary counseling and testing and other related treatment, plus ARVs
•    KEPI vaccines covered within the outpatient limit for children up to one and half years.
•    One PSA and PAP smear for employees and spouses.

2.    The maximum entitlements (per family) for Optical/ Dental are indicated as per the schedule attached.  Dental cover provides for cost of fillings, x-rays, extractions including surgical extraction together with anesthetics fees.  Optical cover provides for the cost of eye glasses and eye-testing and lens on prescription within the stated limits.
3.    Inpatient benefits include;-

•    Consultation fees and evacuation costs directly leading to hospitalization.
•    In hospital accommodation costs as per designated Private and/or Executive wards subject to limits.
•    ICU/HDU charges, physiotherapy, radiotherapy and chemotherapy.
•    Theatre charges, costs of surgical appliances and toiletries.
•    Road and air ambulance for emergency evacuations.
•    Doctor’s fees (Physicians, Surgeons, and Anesthetists).
•    Medical investigations & pathology such as X-rays, scans, assorted laboratory tests etc.
•    Inpatient ophthalmological (eye), ear and dental treatment and management arising out of sickness or injuries.
•    Prescribed medications, dressings and costs of surgical appliances and toiletries.
•    Daycare surgeries and procedures subject to pre-authorization.
•    Lodger fees for Children Admitted below 7 years of age

4.    The Normal Maternity cases shall benefit a maximum limit of Kshs. 100, 000.00.  Maternity will cater for;-
•    Normal deliveries and pregnancy complications
•    Pre-natal hospital expenses
•    Post-natal expenses
•    Elective and subsequent caesarean sections other than the first emergency
•    Applicable to female principal member of female spouses only

5.    The caesarian Section deliveries recommended by doctors ONLY shall be treated as inpatient with maximum limit of Kshs 200,000 per year. Any subsequent C/s shall be treated as normal birth at Kshs 100,000.00

6.    Pre-existing cases, cancer, chronic conditions and HIV (including ARVs) management plus related conditions will be covered at 50% of the inpatient cover.

7.    Congenital conditions  and ailments are covered within the chronic limit up to Kshs. 200,000.00 within the inpatient cover

8.    Psycho effective illnesses eg, mania /depression covered upto a maximum limit of Kshs.200,000/- per family within inpatient cover.

9.    Last Expense of Kshs.50,000.00 is covered within the inpatient limit per family

10.    Pre-existing, chronic and HIV (including ARVs) conditions will be covered up to the full outpatient limit.
11.    Inpatient ophthalmology up to Kshs.100,000 per family within the inpatient limit.  This excludes laser treatment.  Accidental related inpatient optical cases covered up to the full limit.

12.    Inpatient dental and optical hospitalization resulting from an accident cases will be covered within the inpatient limit.

13.    Annual  Excess of cover of   5 million.

14.    The insurer shall provide periodical medical statements to staff on their individual accounts and to the Board’s management. In a case where the allocation reaches at least 75% and there is a likelihood of an over expenditure based on the condition of the patient the Board management shall be notified immediately.

15.    Provision of hospital services to be spread across the country with countrywide service providers.  Members to be allowed to see other providers in emergency cases where the appointed service provider is not available.  To provide a list of appointed service providers.

16.    The number of dependents to be covered and their age limits should be brought out clearly as a maximum of four children up to 22 years  and one spouse. In case of a child being dependents after they are 22 years proper prove to be provided and cover limit extended up to a maximum age limit of 25 years.   Own or legally adopted children are legible.

17.    Bed entitlement – Grade 1 entitled to an executive room.  All other staff who have of over 2M are entitled to a Standard Private room. The same will paid less   NHIF cover for   bed charges.

18.    In case of any emergency the insurance firm shall ensure that the staff or dependents are evacuated from the scene and taken to the hospital within the shortest time possible. (Provision of air rescue and evacuation services through the assistance of AMREF/Flying Doctors, African Air Rescue, Maf, St. John’s Ambulance)

19.    Overseas treatment is a benefit available if the required management is not available locally.  The insurer should arrange the transfer of the patient destination country and subsequent treatment, subject to cover limits.  Travel will be limited to insured person using scheduled air flight on economy class.  Benefit will extend to include lodger fee while member is in hospital.

20.    An eligible employee or his dependent shall be considered for medical treatment overseas only on recommendation of an Approved Medical officer. Authority to incur expenditure for medical treatment outside Kenya will only be authorized by the Board’s management as per policy.

21.    For an employee who is outside Kenya but within the East African Community on official duties, the insurance   shall make arrangement to provide for comprehensive medical insurance cover for the period one will be outside the country. Otherwise the board will take travel insurance for staff traveling outside the EAC.

22.    Members are covered up to six weeks (6) outside Kenya while on official business.

23.    Overseas treatment benefit available if the required treatment is not available locally.

24.    Smart card technology with biometrics to be used to manage the scheme.

25.    No waiting period while translating to scheme since HELB has been under insurance cover.

26.    Training of members on scheme membership, service access and staff health talks by the insurer.
   
•     Exclusions

The following exclusions will apply:

1.    Intentional self-injury, suicide or attempted suicide, intoxication, drunkenness, drug and substance abuse,
2.    Cosmetic surgery, massage or beauty treatment unless necessary to correct accidental bodily injuries.
3.    Laser surgery treatment.
4.    Participation in extreme sports.
5.    Circumcision unless as a treatment of a covered illness/infection.
6.    Family planning and fertility treatment i.e. costs of treatment related to infertility and impotence.
7.    Amount (rebate) recoverable from NHIF and other insurances.
8.    Treatment by Chiropractors, Acupuncturists and Herbalists.
9.    Self-referral overseas for treatment available locally.
10.    Expenses recoverable under any other insurance.
11.    General health check-ups, not incidental to a diagnosis or an illness.

NOTE:
When quoting for medical inpatient cover the Tenderer shall:-

i.    Provide for enhanced medical cover options.
ii.    Acknowledge within 24 hours all notified claims.
iii.    Ensure proper management and administration of excess of loss medical claims, if any.
iv.    Settle all fully documented claims within seven working days.
v.    Meet all costs for ascertaining amount of claim i.e. hospital bills, doctors bills etc.
vi.    Immediately undertake to train Company staff on medical claims documentation procedures, policy conditions and exclusions and the processing, completion and execution of claim forms.



                            
EVALUATION CRITERIA

Preliminarily your tender shall be evaluated to determine whether:

1.    The tender has been submitted in the required format.
2.    The tender security submitted is in the required form, amount and validity period.
3.    The tender has been signed by the person lawfully authorized to do so.
4.    The tender is valid for the required period.

DETAILED TECHNICAL EVALUATION

Further detailed evaluation will be based on:

1.    The Insurance Company/Medical Insurance provider meeting the conditions outlined in clause 4.0 (1-10) on page 30. (Ensure that all required documents and information requested therein has been submitted).
2.    The Insurance broker meeting the conditions outlined in clause 4.1 – 4.6 on page 31. (Ensure that all required documentation and information has been submitted).
3.    Fill the confidential business questionnaire on page 45.
4.    The medical Insurance provider/Insurance company meeting all HELB’s requirements as outlined in the HELB’s inclusions/conditions as per the outlined TOR on the staff medical insurance cover.

FINANCIAL EVALUATION
Your financial bid will be evaluated to determine if:

1.    The form of tender has been dully filled, signed and rubber stamped.
2.    The price schedule form has been dully filled, signed and rubber stamped.
3.    Confirmation of arithmetical calculations.

AWARD OF THE TENDER
The contract will be awarded to the successful tenderer whose tender has been determined to be substantially responsive in terms of meeting all HELB’s requirements and further by offering the most lucrative/preferable option and its tender submission having been determined to be the lowest evaluated responsive tender, provided further that the tenderer is determined to be qualified to perform the contract satisfactorily.
In case of a tie, the method agreed upon by the Tender Committee in determining the winning bidder shall be final.

DURATION OF THE CONTRACT

The bidder shall be awarded the contract for a period of 22 months effective 1st September 2014 – 30th June 2016.






























SECTION VI -     STANDARD FORMS

Notes on the standard Forms

1.    Form of TENDER    -    The form of Tender must be completed by the tenderer and submitted with the tender documents.  It must also be duly signed by duly authorized representatives of the tenderer.

2.    Price Schedule Form    -    The price schedule form must similarly be completed and submitted with the tender.

3.    Contract Form -    The contract form shall not be completed by the tenderer at the time of submitting the tender.  The contract form shall be completed after contract award and should incorporate the accepted contract price.

4.    Confidential Business Questionnaire Form -     This form must be completed by the tenderer and submitted with the tender documents.

5.    Tender Security Form    -    When required by the tender document the tenderer shall provide the tender security either in the form included hereinafter or in another format acceptable to the procuring entity.

6.    Performance security Form    -    The performance security form should not be completed by the tenderer at the time of tender preparation.  Only the successful tenderer will be required to provide performance security in the form provided herein or in another form acceptable to the procuring entity.





   





Form Of Tender
To:                                Date
    Name and address of procuring entity                       
                                Tender No.
                                Tender Name

Gentlemen and/or Ladies:-

1.    Having examined the Tender documents including Addenda No. (Insert numbers) …….. the receipt of which is hereby duly acknowledged, we the undersigned, offer to provide Insurance Services under this tender in conformity with the said Tender document for the sum of ….……………………………………………………………………………………………………………[Total Tender amount in words and figures]
or such other sums as may be ascertained in accordance with the Schedule of Prices attached herewith and made part of this Tender.

2.    We undertake, if our Tender is accepted, to provide the Insurance Cover Services in accordance with the conditions of the tender.

3.    We agree to abide by this Tender for a period of …………….[number] days from the date fixed for Tender opening of the Instructions to Tenderers, and it shall remain binding upon us and may be accepted at any time before the expiration of that period.

4.    This Tender, together with your written acceptance thereof and your notification of award, shall constitute a Contract between us subject to the signing of the contract by both parties.

5.    We understand that you are not bound to accept the lowest or any tender you may receive.


Dated this              day of                  2013

                                           
[Signature]                        [In the capacity of]

Duly authorized to sign tender for and on behalf of            

Price Schedule Form



ITEM NO.    DESCRIPTION OF INSURANCE COVER    TOTAL PREMIUM (KSHS.)

1.

    Provision of the Staff Medical Scheme
   


Note: Please give your quote per year.

Name of tenderer:……………………………

Signature:……………………………………

Date:………………………………………..

Company rubber stamp:………………………..

Note: Please give your total premium per year


















Contract Form

THIS AGREEMENT made the         day of         20         between     [name of Procurement entity] of         [country of Procurement entity] (hereinafter called “the Procuring entity”) of the one part and                 [name of tenderer] of             [city and country of tenderer] (hereinafter called “the tenderer”) of the other part:

WHEREAS the Procuring entity invited tenders for the GPA cover and has accepted a tender by the tenderer for the supply of the services in  the sum of                                                  [contract price in words in figures] (hereinafter called “the Contract Price”).

NOW THIS AGREEMENT WITNESSTH AS FOLLOWS:-

1.    In this Agreement words and expressions shall have the same meanings as are respectively assigned to them in the Conditions of Contract referred to.
2.    The following documents shall be deemed to form and be read and construed as part of this Agreement, viz:
(a)    the Tender Form and the Price Schedule submitted by the tenderer;
(b)    the Schedule of Requirements
(c)    the Details of cover
(d)    the General Conditions of Contract
(e)    the Special Conditions of Contract; and
(f)    the Procuring entity’s Notification of Award
3.    In consideration of the payments to be made by the Procuring entity to the tenderer as hereinafter mentioned, the tenderer hereby covenants with the Procuring entity to provide the GPA cover and to remedy defects therein in conformity in all respects with the provisions of the Contract.
4.    The Procuring entity hereby covenants to pay the tenderer in consideration of the provision of the services and the remedying of defects therein, the Contract Price or such other sum as may become payable under the provisions of the contract at the times and in the manner prescribed by the contract.

IN WITNESS whereof the parties hereto have caused this Agreement to be executed in accordance with their respective laws the day and year first above written

Signed, sealed, delivered by          the          (for the Procuring entity)

Signed, sealed, delivered by          the          (for the tenderer) in the presence of                




CONFIDENTIAL BUSINESS QUESTIONNAIRE

    You are requested to give the particular indicated in Part 1 and either Part 2(a), 2(b), or 2( c)
Which ever applies to your type of business

    You are advised that it is a serious offence to give false information on this Form.
    Part          General:
    Business Name ………………………………………………………………………………………
    Location of business premises ……………………………………………………………………….
    Plot No. ……………………………….. Street/Road ……………………………………………….
    Postal Address ……………………………….. Tel. No. …………..Fax ………… Email ………...
    Nature of business ……………………………………………………………………………….
    Registration Certificate No. ………………………………………………………………..

Maximum value of business which you can handle at any one time Kshs. …………………………
    Name of your bankers …………………………….. Branch …………………………………

    Part 2(a) – Sole Proprietor:
    Your name in full ……………………………………………. Age ……………………….
    Nationality …………………………….. Country of origin ……………………………..
    Citizenship details………………………………………………………………………..

    Party 2(b) – Partnership
    Give details of partners as follows

        Name     Nationality            Citizenship Details    Shares
1.    ……………………………………………………………………………………………………
2.    ……………………………………………………………………………………………………
3.    …………………………………………………………………………………………………..
4.     …………………………………………………………………………………………………..
5.     …………………………………………………………………………………………………….

Part 2(c) – Registered Company:
Private or public ……………………………………………………………………………………………..
State the nominal and issued capital of the company –
    Nominal Kshs.. ………………………………………………
    Issued Kshs………………………………………………….
Give details of all directors as follows
        Name     Nationality            Citizenship Details    Shares
1.    ……………………………………………………………………………………………………
2.    ……………………………………………………………………………………………………
3.    …………………………………………………………………………………………………..
4.     …………………………………………………………………………………………………..
5.     …………………………………………………………………………………………………….

Date………………………………………….. Signature of Tenderer …………………………………..

If a citizen, indicate under “Citizenship Details” whether by Birth, Naturalization or Registration





TENDER SECURITY FORM

Whereas [name of Bidder] (hereinafter called <the tenderer> has submitted its bid dated [date of submission of bid] for the provision of insurance services (hereinafter called <the tender?

KNOW ALL PEOPLE by these presents that WE [name of bank] of [name of country], having our registered office at [name of procuring entity] (hereinafter called <the procuring entity> in the sum of [state the amount] for which payment well and truly to be made to the said procuring entity, the Bank binds itself, its successors, and assigns by these presents.  Sealed with the Common Seal of the said Bank this              day of                  20                

THE CONDITIONS of this obligation are:-

1.    If the tenderer withdraws its tender during the period of tender validity specified by the procuring entity on the Form; or

2.    If the tender, having been notified of the acceptance of its tender by the procuring entity during the period of tender validity

(a)    fails or refuses to execute the Contract Form, if required; or
(b)    fails or refuses to furnish the performance security, in accordance with the Instructions to tenders.


We undertake to pay to the procuring entity up to the above amount upon receipt of its first written demand, without the procuring entity having to substantiate its demand, provided that in its demand the procuring entity will note that the amount claimed by it is due to it, owing to the occurrence of one or both of the conditions, specifying the occurred condition(s)

This tender guarantee will remain in force up to and including thirty (30) days after the period of tender validity, and any demand in respect thereof should reach the Bank not later than the above stated date.


[Authorized Signatories and official stamp of the Bank]

(Amend accordingly if provided by Insurance Company)
PERFORMANCE SECURITY FORM

To: …………………………….
    [Name of procuring entity]

WHEREAS ……………………………………………. [name of tenderer]
(Hereinafter called “the tenderer”) has undertaken, in pursuance of Contract No.              [reference number of the contract] dated              20              to supply ……………………………………………….
[description of insurance services] (Hereinafter called “the Contract”)

AND WHEREAS it has been stipulated by you in the said Contract that the tenderer shall furnish you with a bank guarantee by a reputable bank for a sum specified therein as security for compliance with the Tenderer’s performance obligations in accordance with the Contract

AND WHEREAS we have agreed to give the tenderer a guarantee:

THERFEFORE WE hereby affirm that we are Guarantors and responsible to you, on behalf of the tenderer, up to a total of ……………………………
[amount of the guarantee in words and figures], and we undertake to pay you, upon your first written demand declaring the tenderer to be in default under the Contract and without cavil or argument, any sum of money within the limits of ………………………………………………… [Amount of guarantee] as aforesaid, without your needing to prove or to show grounds or reasons for your demand or the sum specified therein.

This guarantee is valid until the              day of              20    

Signature and seal of the Guarantors
                                       
    [Name of bank of financial institution]

                                       
    [Address]
                                   
    [Date]

(Amend accordingly if provided by Insurance Company)
LETTER OF NOTIFICATION OF AWARD
                           
Address of Procuring Entity
            _____________________
            _____________________
To:       
             
       
       

RE: Tender No.   

        Tender Name   

This is to notify that the contract/s stated below under the above mentioned tender have been awarded to you.
   
   

1.    Please acknowledge receipt of this letter of notification signifying your acceptance.

2.    The contract/contracts shall be signed by the parties within 30 days of the date of this letter but not earlier than 14 days from the date of the letter.


3.    You may contact the officer(s) whose particulars appear below on the subject matter of this letter of notification of award.

(FULL PARTICULARS)   
                               


                   
          SIGNED FOR ACCOUNTING OFFICER






FORM RB 1
REPUBLIC OF KENYA
PUBLIC PROCUREMENT ADMINISTRATIVE REVIEW BOARD
APPLICATION NO…………….OF……….….20……...

BETWEEN
…………………………………………….APPLICANT

AND

…………………………………RESPONDENT (Procuring Entity)
Request for review of the decision of the…………… (Name of the Procuring Entity) of ……………dated the…day of ………….20……….in the matter of Tender No………..…of …………..20…
REQUEST FOR REVIEW
I/We……………………………,the above named Applicant(s), of address: Physical address…………….Fax No……Tel. No……..Email ……………, hereby request the Public Procurement Administrative Review Board to review the whole/part of the above mentioned decision on the following grounds , namely:-
1.
2.
etc.
By this memorandum, the Applicant requests the Board for an order/orders that: -
1.
2.
etc
SIGNED ……………….(Applicant)
Dated on…………….day of ……………/…20…
FOR OFFICIAL USE ONLY
Lodged with the Secretary Public Procurement Administrative Review Board on ………… day of ………....20….………
SIGNED
Board Secretary


With the information we provide about   date of release of helb cash

, We hope you can be helped and hopefully set a precedent with you . Or also you can
see our other references are also others which are not less good about  Commencement and resumption of studies 2015/2016 academic year


, So and we thank you for visiting.


open student loan : www.helb.co.ke/wp-content/uploads/2013/06/TENDER-DOCUMENT

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