1

Republic of Uganda MINISTRY OF EDUCATION AND SPORTS

GOVERNMENT OF UGANDA BURSARY SCHEME FOR LEARNERS IN THE

ALBERTINE REGION

CALL FOR PROPOSALS FROM TRAINING PROVIDERS

REF No: MoES/KPMG/001

In a bid to improve regional and local access to infrastructure, markets and skills development in the Albertine Region, the

Government of Uganda received credit from the World Bank for the implementation of the Albertine Region Sustainable

Development Project (ARSDP). ARSDP has 3 components: Component 1: Regional access and connectivity; Component

2: Local Access, Planning and Development; Component 3: Skills Access and Upgrading. The project is being

implemented by Uganda National Roads Authority, Ministry of Lands, Housing and Urban Development and Ministry of

Education and Sports (MoES).

The third component of Skills Access and Upgrading is being implemented by the Ministry of Education and Sports. The

component is designed to upgrade Business, Technical and Vocational Education and Training (BTVET) quality in the oil

and gas sector, make it more in line with private sector demands, and provide greater access to the BTVET to people

living in the Albertine Region.

Through the counterpart funding from the Government of Uganda, the project is expected to support up to approximately

600 learners from the Albertine region to undergo skills training in foremost oil and gas related training institutions in the

country. The training courses will range from two (2) to six (6) months. Longer courses will also be eligible if there is

evidence of demand in the labour market.

To effectively and efficiently implement the bursary scheme, the MoES procured a Bursary Scheme Management

Agency (KPMG East Africa) to administer and manage the Bursary Scheme on its behalf.

The Ministry of Education and Sports now calls for proposals from eligible training providers in Uganda to provide training

to selected leaners under the Bursary Scheme.

Detailed Terms of Reference and eligibility requirements for applicants can be downloaded from the Ministry of Education

and Sports website: http://www.education.go.ug/, the KPMG website: https://home.kpmg.com/ke/en/home.html,

Uganda Association of Private Vocational Institutions (UGAPRIVI) website: https://www.ugaprivi.org/current-information/

and the Private Sector Foundation Uganda website: http://www.psfuganda.org/opportunities/

Proposals (both technical and financial) in sealed envelopes with the subject: “Proposal to provide training to

Beneficiaries of the Albertine Region Sustainable Development Project Bursary Scheme” should be hand delivered

to the address below not later than 28/02/2019 by 17:00 Local time:

ARSDP Bursary Scheme Management Agent

KPMG

3rd

Floor Rwenzori Courts Building

Plot 2 & 4A Nakasero Road

P.O. Box 3509, Kampala, Uganda, Tel: 0414340315/6

Should you require more information about this call for proposals, please send your inquiries to:

procurement@kpmg.co.ug or call the Bursary scheme Management Agent on 0414340315/6 before 22/02/ 2019.

© 2019 KPMG Uganda, a Ugandan partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International

Cooperative (“KPMG International”), a Swiss entity. All rights reserved.

Republic of Uganda

MINISTRY OF EDUCATION AND SPORTS

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GOVERNMENT OF UGANDA BURSARY SCHEME FOR LEARNERS IN THE ALBERTINE

REGION

TRAINING PROVIDERS TERMS OF REFERENCE

1. Background

The Government of Uganda, through by the Ministry of Education and Sports, Ministry of

Lands, Housing and Urban Development, Uganda National Roads received financing from

the World Bank under the Albertine Region Sustainable Development Project (ARSDP).

The third component of the ARSDP, Skills Access and Upgrading is designed to upgrade

Business, Technical and Vocational Education and Training (BTVET) quality in the oil and

gas sector. Some of the proceeds in this component will finance through Government of

Uganda counterpart funds, bursaries for approximately 600 learners from the Albertine

region to undergo skills training from accredited technical and vocational training

institutions in the country.

The Ministry of Education and Sports now calls for proposals from eligible public and

private accredited technical and vocational training providers in Uganda to provide training

to the bursary scheme selected trainees for the priority trades identified. Successful

training providers shall sign Memorandums of Understanding with the Ministry of

Education and Sports.

2. Objectives

The objective is to improve skills development in the Albertine Region so as to increase

employability and benefit of the wider economy in the region.

3. Beneficiaries

The Bursary scheme will benefit trainees from the Albertine Region with approximately

600 bursaries to undertake competence-based training that will enhance their employment

prospects. The Bursary scheme is targeting trainee applicants that are native to and have

had their education in the Albertine region. Females are encouraged to apply. The trainees

will be selected from the districts of Nebbi, Nwoya, Buliisa, Masindi, Hoima, Kibaale,

Kyenjojo, Kabarole, Bunyangabu, Kasese, Bundibugyo, Kiryandongo, Kakumiro, Kagadi and

Ntoroko.

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4. Priority trades

Priority trades include:

Level 1 Basic Skills

& Entry Level

Competency-Based Training and

Internationally Recognised Certification

Expected

Minimum Period

of Training

Civil/Structural

Engineering &

related Labourers

(i) Relevant Health, Safety & Environmental

(ii) Relevant English Language

(iii) Work-related soft skills

2 months

Hospitality &

Catering

(i) Basic Food Hygiene

(ii) Relevant Health, Safety and Environmental

(iii) Relevant English Language

(iv) Basic Customer Service

(v) Work-related soft skills

2 months

Level 2 Trades &

Craft

Competency-Based Training and

Internationally Recognised Certification

Expected

Minimum Period

of Training All the trades below and in addition:

(i) Relevant Health, Safety & Environmental

(ii) Relevant English Language

(iii) Work-related soft skills

All Areas of

Civil/Structural

Engineering and

Construction

(i) Heavy equipment operation

(ii) Pipe Welding

(iii) Structural/Plate Welding

(iv) Steel erecting/rigging

(v) Large diameter steel and carbon pipe fitting

(vi) Formwork carpentry

(vii) Plumbing

(viii) Industrial painting and blasting

(ix) Scaffolding

(x) Concrete finishing

(xi) Rebar/steel fixing

(xii) Insulation installation and testing

4-6 months

Driving (i) Goods vehicle driving 2 months

Mechanical trades (i) Mechanical fitting

(ii) Mechanical maintenance

6 months

Electrical trades (i) Electrical installation

(ii) Electrical maintenance

6 months

However, longer programmes at levels 2 and 3 will be considered if there is a

demonstrated demand in the labour market.

5. Roles and responsibilities

The selected training providers will be required to undertake the following roles and

responsibilities:

(i) Conduct selection of trainees deemed eligible for the Bursary Scheme to enrol on the

Bursary Scheme. Training institutions will receive applications that would have initially

been assessed by the respective districts and the management agent. Training

institutions will therefore have to select from this database of applications. Institutions

are expected to put in place effective diagnostic assessment procedures when

selecting trainees that demonstrate the applicant has the realistic potential to succeed

in the training programme and achieve certification at the end.

(ii) Enrol the selected trainees in the priority trades identified;

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(iii) Provide theoretical, technical and practical knowledge and skills to the trainees so that

they gain the competencies demanded by employers;

(iv) Provide physical infrastructure, facilities, training tools, equipment and training

instruction materials to allow for both classroom and workshop training;

(v) Examine the trainees as per the approved assessment criteria per trade and arrange

for the certification of successful graduates;

(vi) Monitor attendance of all trainees and provide evidence of the same to the

management agency;

(vii) Provide timely and accurate monthly performance progress reports to the

management agency;

(viii) Place all enrolled trainees in the industry for employment. Reports should be approved

by both the employer and training provider as evidence;

(ix) Continue to comply with the applicable laws and regulations including as it pertains to

programmes provided;

(x) Maintain adequate records per trainee including name, contact, age, gender, district,

date of enrollment, duration of course, end date of trainee, trade, start date of

employment, assessment dates etc.;

(xi) Monitor and quality assure the delivery of training and assessment to trainees;

(xii) Facilitate any monitoring reviews or audits to be conducted;

(xiii) Accommodate trainees from the Albertine region.

6. Eligibility Requirements

The prospective training providers are required to demonstrate the following eligibility

requirements for their proposals to be considered for appraisal:

(i) Must be legally registered as a training provider in Uganda (Attach copy of certificate of

registration or incorporation, valid trading license and Memorandum and Articles of

Association or equivalent);

(ii) Must confirm the authorised representatives of the training provider (Attach valid

Power of Attorney);

(iii) Must be tax compliant where applicable(Attach income tax clearance certificate);

(iv) Must be financially sound (Attach audited financial statements or management

accounts certified by a registered certified public accounting firm);

(v) Must have competent, qualified and experienced tutors with tutor to student ratios

conforming to national standards (Attach CVs and copies of certificates);

(vi) Must have adequate physical infrastructure, facilities and equipment (Attach photos);

(vii) Must be able to deliver internationally accredited programmes (e.g. NEBOSH, City and

Guilds, OPITO, AWS, ECITB, Pearson) or provide evidence of plans to achieve

international accreditation or demonstrate partnerships with institutions providing

internationally accredited programmes (Attach copies of certificates, verified plans or

Memorandums of Understanding (MOUs) as applicable);

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(viii) Must demonstrate strong industry linkages to allow for trainee employment (Attach

copies of MOUs or letters from industry confirming existing linkages);

(ix) Must have adequate systems for monitoring, quality assurance and reporting of all

aspects of the planned programmes (Attach format of reports or records);

(x) Must have documented rules/code of conduct approved by the Board and/or

Management (Attach copies).

7. Level and Duration of Training

The training courses will prioritize level 1, and 2 internationally recognised qualifications for

the listed trades that will range from two months to six months as shown in section 4

above. However, longer programmes at level 2 and 3 will be considered if there is a

demonstrated demand in the labour market.

8. Payment mechanism

The training providers will be paid in instalments, distributed between the start and

completion of the course and against the employment of trainees as indicated in the table

below:

Tranches

% of Total1

Cost Output Parameters

1 50% For each trainee that has enrolled and reported

2 20% On successful completion of tutorials as per verified test

results 3 20% On employment within 3 months following completion as

verified2

4 10% On employment within 6 months following completion as

verified

9. Eligible Costs

Only eligible training costs shall be covered under the Bursary Scheme such as admission

fees, registration fees, tuition fees, assessment fees, internship/attachment fees,

accommodation fees, meals, as applicable. Training providers shall not be permitted to

charge additional fees to the trainees other than those covered by the bursary scheme.

1The total cost includes the cost incurred by training institutions to find employment of the trainees as verified.

2 Employment relates to any sector within the country and includes self-employment.

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10. Application Procedures

The training provider is required to send the proposal together with the required annexes in

accordance with the instructions indicated on the proposal forms. The proposals should be

hand delivered to:

ARSDP Bursary Scheme Management Agent

KPMG

3rd

Floor Rwenzori Courts Building

Plot 2 & 4A Nakasero Road

Kampala, Uganda

Tel: 0414340315/6

With the subject: “Proposal to provide training to Beneficiaries of the Albertine

Region Sustainable Development Project Bursary Scheme” not later than 28/02/2019

by 17:00 Local time.

(i)

The proposal should contain the following information but should not exceed 30 pages

excluding annexes:

(ii) Training provider’s particulars such as name of the training institution, physical

address, contact address, district.

(iii) Details of the current student population on each proposed training trade and the

maximum number that can be recruited.

(iv) Documentation confirming Industry sector linkages that the training institution has to

allow for employability of trainees.

(v) Documentation confirming accreditation, plans to obtain accreditation or affiliations to

accredited institutions.

(vi) Details of physical infrastructure, facilities, training tools, equipment and training

instruction materials to allow for both classroom and workshop training.

(vii) Number of tutors per trade and ratio of students to tutors. Attach signed employment

letters for tutors.

(viii) Evidence of the training institutions past performance for the proposed training trades

for the last five years.

(ix) Details of training provider personnel.

(x) Proposals or plans to increase enrollment of female students.

(xi) Demonstration of the training institution to enrol more students.

(xii) Quality control mechanisms in place at the training provider.

(xiii) Documentation supporting the legal status of the training institution.

(xiv) Documentation confirming the financial status (Attach audited financial statements for

last two years).

(xv) Proposed budget in Uganda Shillings per student per trade in the prescribed format.

The budget should be detailed showing costing for each of the items included in the

budget. It should also be consistent with the activities planned and with the human

and material resources needed.

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(xvi) Any other information confirming eligibility of the training provider to participate in the

bursary scheme as per the eligibility requirements in section 6 and section 11. (Attach

evidence).

11. Proposals Evaluation Criteria

Applications meeting all the requirements mentioned above will be evaluated by a Bursary

Scheme Task Force comprising of different stakeholders in accordance with the following

criteria:

Evaluation Criteria Maximum

Score

Experience in delivering the nominated programmes. 10

Experience of industry linkages and employment programs. 10

Capacity and plans to enrol additional trainees ( e.g. Accommodation,

Training aides, Equipment, Tutors)

.

5

Quality of required accommodation, physical infrastructure, facilities and

equipment.

20

Training providers’ internal efficiency indicators such as students’ completion

rates.

10

Availability, qualification and experience of the tutors 20

Strength of the proposed accreditations 10

Ability to accommodate more females in the training programs. 5

Consistency of the proposed budget with the training provider’s planned

activities, proposed human and material resources needed and the general

market rates for the trades.

10

Grand Total 100

12. Requests for clarifications

Applicants may send their questions by e-mail, at the latest 10 days before the proposal

submission deadline, to the address set out below, making sure that they clearly indicate

the Call for Proposals reference number: MoES/KPMG/001.

The Ministry will not be obliged to provide clarification on questions received after this

date.

13. Deadline for submission of proposals

The deadline for submission of proposals is 28/02/2019 by latest 17:00 hours. All proposals

submitted after the deadline date and time will be rejected.

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GOVERNMENT OF UGANDA BURSARY SCHEME FOR LEARNERS IN THE ALBERTINE

REGION

TECHNICAL AND FINANCIAL PROPOSAL FORMAT

Note: Proposals not submitted in this format may be rejected.

The technical proposal should include the following forms and should not exceed 30 pages

Technical Proposal-Standard Forms

FORM A1 Submission sheet

FORM A2 Training provider information sheet

FORM A3 Financial statement

FORM A4 Training Provider Resources: Personnel

FORM A4.1 Curriculum Vitae for Management Staff

FORM A4.2 Curriculum Vitae for Tutors

FORM A5 Capacity of the Training Institution

FORM A6 Experience in proposed training trades and number of students per training

trade

FORM A7 Legal status

The financial proposal shall be submitted together with the technical proposal. The following

forms shall be used to prepare the financial proposal:

Financial Proposal Standard Forms

FIN-1 Financial Proposal Submission form

FIN-2 Proposed Budget per Trainee per Trade

FIN-3 Summary Proposed Budget per Training Trade

FIN-4 Detailed Break Down Of Non-Recurring Payments

FIN-5 Detailed Break Down Of Recurring Payments

FIN-6 Training provider’s representations regarding costs and charges

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FORM A1: SUBMISSION SHEET

[Location, Date]

To: [Proposal submission address]

Dear Sirs:

We, the undersigned, offer to provide the training services for [Insert title of assignment] in

accordance with your Call for Proposal dated [Insert Date] and our Proposal. We are hereby

submitting our Proposal, which includes this Technical Proposal, and a Financial Proposal to

provide training for the following training courses and trades

Level Competency based training and internationally recognised

certification

Training

Period

We hereby declare that all the information and statements made in this Proposal are true and

accept that any misinterpretation contained in it may lead to our disqualification.

Our proposal shall be valid for (insert number days). Our Proposal is binding upon us and

subject to the modifications resulting from contract negotiations.

We undertake, if our Proposal is accepted, to commence providing the services related to the

assignment not later than the date indicated in the call for proposal.

We understand you are not bound to accept any Proposal you receive.

We remain,

Yours sincerely,

Authorized Signature [In full and initials]:

Name and Title of Signatory:

Name of Training Institution:

Address:

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FORM A2: TRAINING PROVIDER INFORMATION SHEET

STRUCTURE AND ORGANIZATION

Name of Training institution:

[insert full legal name]

Physical address:

[insert street/ number/ town or city/ country]

Postal address:

Telephone number:

Telefax number:

Email:

Description of the Training institution’s activities:

Number of years of experience in the provision of the services under reference

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In case of a Joint Venture, the following documentation shall be required for each member of

the joint venture:

a) a copy of the Bidder’s Trading licence or equivalent;

b) a copy of the Bidder’s Certificate of Registration or equivalent;

c) a copy of the Bidder’s income tax clearance certificate or equivalent;

d) a copy of the Bidders VAT registration or equivalent;

e) Power of Attorney of the signatory(ies) of the bid authorising signature of the bid on

behalf of the joint venture;

f) a certified copy of the Joint Venture Agreement, which is legally binding on all partners,

showing that all partners shall be jointly and severally liable and one of the partners will

be nominated as being in charge, authorised to incur liabilities, and receive instructions

for and on behalf of any and all partners of the joint venture.

The Applicant’s authorised representative for information is:

Name: [insert full legal name]

Address: [insert street/ number/ town or city/ country]

Telephone/Fax numbers: [insert telephone/fax numbers, including country and city codes]

E-mail address: [indicate e-mail address]

Describe your training institution’s access from other sources (name the sources/companies)

to services it does not carry out, and the delivery schedule in these cases

What is the time schedule of providing and completing the services applied for?

Please indicate here or attach an organization chart showing the training institution structure

including key personnel

What are the specific types of equipment that the training institution is certified to work on?

Please indicate the additional services that the training institution can provide

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FORM A3: FINANCIAL STATEMENT

1. Share capital

Authorized share capital:

2. Annual value of business under taken in the last two years

Year

Turn over

3. Approximate value of current work related to this type of services

4. Please attach copies of the training institution’s audited accounts for the previous two

years (profit/loss, assets/liabilities) and/or any financial data, which you consider to be

useful in the shortlisting. Please list all the attachments below.

5. Name and address of Bankers from which references can be obtained and authority to

seek references

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FORM A4: TRAINING PROVIDER RESOURCES: PERSONNEL

1. Number of staff

Management staff:………………....

Technical staff:………………………

Support staff:…………………………

2. Please list the present key personnel and management staff.

Name

Qualification Years of relevant experience

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FORM A4.1: FORMAT OF CURRICULUM VITAE (CV) FOR

MANAGEMENT STAFF

1. Name of Training Institution [Insert name of firm proposing the expert]:

2. Name of Management Staff [Insert full name]:

3. Date of Birth: Citizenship:

4. Education [Indicate college/university and other specialized education of expert, giving names of

institutions, degrees obtained, and dates of obtainment]:

5. Membership in Professional Associations:

6. Other Trainings [Indicate significant training since degrees under 4 - Education were obtained]:

_____________________________________________________________________

7. Employment Record [Starting with present position, list in reverse order every employment

held by expert relevant to the management of technical and vocational institutions giving for each

employment (see format here below): dates of employment, name of employing organization,

positions held.]:

From [Year]: To [Year]:

Employer:

Positions held:

8. Industrial Experience [Provide details of any working undertaken where you practically applied

technical and vocational skills]

From [Year]: To [Year]:

Employer:

Positions held:

Details of tasks performed

9. Certification:

I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly

describes myself, my qualifications, and my experience. I understand that any misstatement

or misrepresentation described herein may lead to my disqualification or dismissal by the

training institution.

Date:

[Signature of bearer or authorized representative of the training institution] Day/Month/Year

Full name of authorized representative:

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FORM A4.2: FORMAT OF CURRICULUM VITAE (CV) FOR TRAINING

TUTORS

1. Name of Training Institution [Insert name of firm proposing the expert]:

2. Name of Tutor [Insert full name]: ___________________________________________

3. Date of Birth: Citizenship:

4. Education [Indicate college/university and other specialized education of expert, giving names of

institutions, degrees obtained, and dates of obtainment]:

5. Membership in Professional Associations:

6. Other Trainings [Indicate significant training since degrees under 4 - Education were obtained]:

_______________________________________________________________________

7. Employment Record [Starting with present position, list in reverse order every employment

held by expert relevant to the subject taught giving for each employment (see format here below):

dates of employment, name of employing organization, positions held.]:

From [Year]: To [Year]:

Employer:

Positions held:

8. Industrial Experience [Provide details of any working undertaken where you practically applied

the skills related to the subject taught.]

From [Year]: To [Year]:

Employer:

Positions held:

Details of activities/tasks performed

9. Certification:

I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly

describes myself, my qualifications, and my experience. I understand that any misstatement

or misrepresentation described herein may lead to my disqualification or dismissal by the

training institution.

Date:

[Signature of bearer or authorized representative of the training institution] Day/Month/Year

Full name of authorized representative: ______________________________________________

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FORM A5: CAPACITY OF THE TRAINING INSTITUTION

[Provide in the form below details of the training institution’s ability including capacity to

absorb the proposed number of trainees at the institute, Industry linkages to allow for

trainee employment, Adequacy of physical infrastructure, facilities, training tools, equipment

and training instruction materials to allow for both classroom and workshop training, tutors

to students’ ratio, proof of track record of successfully delivering the relevant training

courses/ trades for more than five years, commitment that the training institution has the

capacity to accommodate trainees from the Albertine region.( Attach copies of the current

enrolment sheets per trade, copies of existing MOUs or letters confirming industry sector

linkages for employment, pictures of current infrastructure as described in 3 below, records

supporting past students’ pass rates per trade, copies of existing MOUs with other training

institutions, Existing arrangements for accommodation to allow for enrolment of additional

students).

No. Particulars Details illustrating capacity of the training institution.

1 Provide details

of the current

student

population on

each proposed

training trade

and the

maximum

number that

can be

recruited

Proposed

training trade

Current student

population

Maximum

number of

students

1

2

3

2 Provide the

industry sector

linkages that

the training

institution

currently have

to allow for

employability

of trainees on

completion of

the trainings

Organisation Technical and

vocational

training field

Estimate of

trainees to be

placed/employed

1

2

3

3 Provide details

of the physical

infrastructure,

facilities,

training tools,

equipment and

Particulars Details and quantity where

applicable

1 e.g. physical

infrastructure

2 classroom blocks, 7 class

rooms, one laboratory, 3

dormitories etc.

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training

instruction

materials to

allow for both

classroom and

workshop

training

currently

possessed by

the training

institution,

2

3

4 Number of

tutors on each

of the

proposed

training trades

and the ratio of

tutors to

students

Number of tutors

per training trade

Number of

students

Ratio of

students to

tutors

1

2

3

5 Provide details

on the training

institutions

past

performance

for the

proposed

training trades

for the last five

years

indicating

number of

candidates on

each training

trade and

passing rates

for each grade.

Proposed

Training

Trade

Year Grade 1 Grade

11

Grade

111

1

2

3

6 Provide details

of the support

staff such as

technicians,

teaching

assistants,

administrative

staff etc.

Support staff Number of staff

1

2

3

7 Provide details

of proposals or

plans to

Proposed

plan/activity

Details

1 e.g. Publicity

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increase

enrolment of

female

students

campaigns,

Training, Facilities

such as

Dormitories, etc.

2

3

8 Provide details

demonstrating

ability of the

training

institution to

enrol more.

Activity Details

1 e.g. MOUs with

other training

institutions,

Existing

arrangements for

accommodation

etc.

2

3

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FORM A6: EXPERIENCE IN PROPOSED TRAINING TRADES AND NUMBER OF STUDENTS PER

TRAINING TRADE

[Provide here the proposed training trades, proposed international accreditations, term dates, training duration and assessment

timelines according to the list of the eligible training trades. Also provide the proposed number of students per training trade that

the training provider can accommodate per trade including facilities that the training provider shall commit to provide to the

students]. (Note international accreditation, refers to the ability to deliver internationally accredited programmes (e.g. NEBOSH,

City and Guilds, OPITO, AWS, ECITB, Pearson) or evidence of plans for training institution to achieve international accreditation or

ability of the training institution to demonstrate partnerships with institutions providing internationally accredited programmes.

Training institutions are expected to attach relevant documentation and certificates).

Level 1 Basic

Skills & Entry

Level

Competency-Based

Training and

Internationally

Recognised

Certification

Proposed

Training

Trade

(Please

Tick Off)

Proposed

international

accreditation

Term

Dates

Duration

Of The

Course

Assessment

Timelines

Proposed

Number Of

Students

Indicate

Facilities

Available

For Training

Term

Dates

From To

Civil/Structural

Engineering &

related Labourers

(i) Relevant Health,

Safety &

Environmental

(ii) Relevant English

Language

(iii) Work-related soft

skills

Hospitality &

Catering

(i) Basic Food Hygiene

(ii) Relevant Health,

Safety and

Environmental

(iii) Relevant English

Language

(iv) Basic Customer

Service

(v) Work-related soft

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skills

Level 2 Trades &

Craft

(i) All the trades below

and in addition:

(ii) Relevant Health,

Safety &

Environmental

(iii) Relevant English

Language

(iv) Work-related soft

skills

All Areas of

Civil/Structural

Engineering and

Construction

(i) Heavy equipment

operation

(ii) Pipe Welding

(iii) Structural/Plate

Welding

(iv) Steel erecting/rigging

(v) Large diameter steel

and carbon pipe

fitting

(vi) Formwork carpentry

(vii) Plumbing

(viii) Industrial painting

and blasting

(ix) Scaffolding

(x) Concrete finishing

(xi) Rebar/steel fixing

(xii) Insulation installation

and testing

Driving (i) Goods vehicle driving

Mechanical trades (i) Mechanical fitting

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(ii) Mechanical

maintenance

Electrical trades (i) Electrical installation

(ii) Electrical

maintenance

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FORM A7: LEGAL STATUS

1 Enclose a copy of the Memorandum and Articles of Association or its equivalent. A

separate list of Directors/Partners/Proprietors should be attached. A joint venture

agreement should be attached where applicable.

2 Enclose a copy of the Certificate of Incorporation or its equivalent.

3

Enclose a copy of the Power of Attorney to the signatory of the short listing document

registered by the Registrar of Companies or written authorization to submit the

application.

4 Enclose an Income Tax Clearance Certificate addressed to the [Procuring and

Disposing Entity], for this particular purpose. The [Procuring and Disposing Entity] shall

only accept original income tax clearance certificates.

Enclose an Annual Tax Clearance certificate for the previous year.

5 Please enclose a copy of the most current Trading License certified by an

issuing authority.

6 Please enclose a copy of your firm’s insurance policy coverage (applicable to

equipment, facilities etc.)

7 Please enclose a copy of your firm’s ISO, International Accreditation and other

quality assurance certificate, if any.

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FORM FIN1: FINANCIAL PROPOSAL SUBMISSION SHEET

[This Proposal Submission Sheet should be on the letterhead of the training provider and should

be signed by a person with the proper authority to sign documents that are binding on the

training provider. It should be included by the training provider in its financial proposal]

Date: [insert date (as day, month and year) of proposal submission]

Reference No: [insert Call for Proposal Reference number]

To: [insert Proposal submission address]

We, the undersigned, offer to provide the consulting services for [Insert title of

assignment in accordance with your Call for Proposal dated [Insert date] and our

Technical Proposal.

Our attached Financial Proposal is for the amount of {Indicate the corresponding

amount(s) currency (ies)} {Insert amount(s) in words and figures}, [Insert “Including" or

"excluding"] of all indirect local taxes. The estimated amount of local indirect taxes is

{Insert currency} {Insert amount in words and figures: which shall be confirmed or

adjusted, if needed, during negotiations. {Please note that all amounts shall be the same

as in Form FIN-2}.

Our Financial Proposal shall be binding upon us subject to the modifications resulting

from Contract negotiations, up to expiration of the validity period of the Proposal.

Commissions and gratuities paid or to be paid by us to an agent or any third party

relating to preparation or submission of this Proposal and Contract execution, paid if we

are awarded the Contract, are listed below:

Name and Address of

Agents

Amount in

Uganda Shillings

Purpose of Commission

or Gratuity

{If no payments are made or promised, add the following statement: "No commissions or

gratuities have been or are to be paid by us to agents or any third party relating to this

Proposal and Contract execution."}

We understand you are not bound to accept any Proposal you receive. We

remain,

Yours sincerely,

Authorized Signature {In full and initials}: _

Name and Title of Signatory:

24

FORM FIN-2: PROPOSED BUDGET PER TRAINEE PER TRAINING TRADE

[Provide the proposed budget per trainee per training trade]

Training

Trade

Duration

of training

course

(months)

Dates for training

(DD/MM/YY)

Dates for trainee

employment

(DD/MM/YY)

Fees per trainee

in Uganda

Shillings

Start End Start End

25

FORM FIN-3: SUMMARY OF PROPOSED BUDGET PER TRAINING TRADE

[Provide a summary of the proposed budget for proposed trainees per training trade]

Training

Trade

Total

number

of trainees

that can be

enrolled

Duration

of training

course

(months)

Dates for training

(DD/MM/YY)

Dates for trainee

employment

(DD/MM/YY)

Total fees per

trade in

Uganda

Shillings

Start End Start End

26

FORM FIN-4: DETAILED BREAK DOWN OF NON RECURRING PAYMENTS

[Provide a detailed budget showing costing for each of the nonrecurring payments included in the budget consistent with the

activities planned and with the human and material resources needed]

Training

Trade

Number

of

trainees

Fees in Uganda Shillings

(Update one off fees as appropriate)

Total one off

fees per trade in Uganda

Shillings

Application

fees

Registration

fees

Placement fees

27

FORM FIN-5: DETAILED BREAK DOWN OF RECURRING PAYMENTS

[Provide a detailed budget showing costing for each of the recurring payments included in the budget consistent with the

activities planned and with the human and material resources needed]

Training

Trade

Number

of

trainees

Number

of terms

per trade

Fees per trainee per term in Uganda Shillings

(Update recurring fees as appropriate)

Total fees

per trainee

per term in

Uganda

Shillings

Total fees

per trainee

for the

duration

of

the course

in Uganda

Shillings

Total fees

per trade in

Uganda

Shillings

Tuition

fees

Examination

fees

Meals Accommodation

fees

(a) (b) (c ) d=(bxc) e=(axbxc)

29

FORM FIN-6: TRAINING PROVIDER’S REPRESENTATIONS REGARDING

COSTS AND CHARGES

Date: [insert date (as day, month and year) of proposal submission]

Reference No: [insert Call for Proposal Reference number]

To: [insert Proposal Submission address]

We hereby confirm that:

a) the basic fees indicated in the attached table are taken from the institution's payment

records and reflect the current rates listed which have not been raised other than within

the normal annual pay increase policy as applied to all the trades;

b) attached are true copies of the latest fees paid per trader per trainee;

c) the factors listed in the attached table for overhead are based on the training provider's

average cost experiences for the latest three years as represented by the training

provider's financial statements; and

d) said factors for overhead do not include any bonuses or other means of profit-sharing.

[Name of training provider)

____________________________________

Signature of Authorized Representative Date Name: