general registration and procedure guidelines.pdf

8/10/2019 General Registration and Procedure Guidelines.pdf

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GENERAL REGISTRATION PROCEDURE & GUIDELINES

1. Issuance of a notice to proceed accreditation including requirements

2. Supplier will deliver accomplished Vendor Information Sheet and Required Documents (originals andphotocopies, see attachment), to Dun & Bradstreet Philippines Inc.

o Makati Office:Ground Floor Convergys One Building(Mail & More Flagship Store)6796 Ayala Avenue cor Salcedo Street,Makati [email protected]

Contact Persons:Cynthia [email protected](02) 750.0082 (02) 774.8342

o Cebu Office:5

thFloor Krizzia Building Gorordo Avenue

Lahug, Cebu City [[email protected]]

Contact Person:Sheila [email protected](032) 233-6053

*** For Provincial Suppliers: Option to send Supplier Registration Form and Certified True Copies of pertinentrequirements via courier.

3. Payment

The processing fee shall be paid at the Dun & Bradstreet Philippines Inc. upon submission of documents.

The processing fee may also be paid thru bank. Please attach a copy of the deposit slip upon submission ofdocuments

An official receipt will be issued upon confirmation of payment

4. Issuance of Letter of Accreditation (issued by Globe Telecom)

Globe Telecom shall advise the supplier either thru email when their evaluation process has been completed.

*** Note: Only Suppliers with fully accomplished Supplier Registration Forms submitted with complete and verifieddocuments and have paid will be processed.
mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]


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LIST OF REQUIRED DOCUMENTS UNDERGLOBES ACCREDITATION PROCESS

1. VENDOR INFROMATION SHEET (see attached)2. UNDERTAKINGS (see attached)3. E-SOURCING ENROLLMENT FORM (see attached)4. BUSINESS REGISTRATION5.

For Corporations:i. SEC Registration (i.e. SEC Certificate, Articles of Incorporation and By Laws)ii. General Information Sheet

iii. Competent evidence of identity Authorized signatories - Any government issued ID with picture

CompanyCommunity Tax Certificateiv. Board Resolution / Secretary certificate of authorized signatories

For Sole Proprietor:i. DTI Registrationii. Business Permit / Mayors Permitiii. Owners Identification

** valid IDs include: Drivers License, Passport or NBI Clearance

6. PROOF OF BUSINESS ADDRESSAny of the following:

- Transfer Certificate Title (TCT)- Lease Agreement- latest Utility Bill

7. FINANCIAL STATEMENTS

o Audited FINANCIAL STATEMENTS for the last three (3) consecutive years (with proof of BIR Payment and SEC stamp)o Updated interim FINANCIAL STATEMENT

For Sole Proprietor: Include a copy of Annual Income Tax Return (BIR Form 1702)

For NEW Companies: Please provide Financial Forecast for the next 3 consecutive years (i.e. Balance Sheet and IncomeStatement)

8. BIR CERTIFICATE (BIR Form 2303 or 1556)9. Business Permit10. Regulatory Requirements

For Contractors (at least an A License from the Philippine Contractors Accreditation Board (PCAB)

For Couriers/Forwarders: Department of Transportation and Communication (DOTC)

For Brokers: Port Accreditation Certificate

For Manpower Services : Department of Labor and Employment (DOLE)

For VAS providers (NTC permit)

11. Court Cases (if any)12. TABLE OF ORGANIZATION with names13. COMPANY PROFILE (based on below outline)

i. Product / Services Offered (including prices/rates)

Market share

Who are your competitors?Comparative pricingAdvantage over competitors

ii. Company Backgroundiii. Competence and Capability to Deliveriv. Track Record

Top 3 CustomersContract duration and amount with top 3 customersTotal no. of years in business with top 3 customers

v. Support SystemCustomer service supportQuality controlBusiness contingency plan

Safety, Environment and securityvi. Site Tour/Visit (if necessary)vii. Others

14. Related Party Disclosures ( holding positions or having relatives in Globe, or major competitors of Globe)15. QUALITY MANAGEMENT DOCUMENTS

ISO Certificates16. Last 6 months SSS / Pag-ibig / Philhealth17. Last 6 months utility billing statement (water, telco, power)18. List of Machineries

19. List of Vehicles used for operation


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UNDERTAKINGS

In consideration of the accreditation as supplier of GLOBE TELECOM, I hereby unconditionally undertakethe following:

1. To hold with utmost confidence all information relative to the operation or otherwise of GLOBETELECOM disclosed to the vendor during the CUSTOMER VENDOR relationship of GLOBE TELECOM and

the Vendor, including but not limited to technical information, specifications, drawings, documentation andknow-how of every kind and description whatsoever disclosed by GLOBE TELECOM (the information)except insofar as it may be in the public domain or to be established to have been independently developedand so documented by the Vendor or obtained from any person not in breach of any confidentialityobligations to GLOBE TELECOM, is the exclusive property of GLOBE TELECOM, and the other party excepas specifically authorized in writing by GLOBE TELECOM, or as may be permitted shall treat and protect theinformation as confidential, shall not reproduce the information except to the extent reasonably required forthe performance of the Vendors obligations to GLOBE TELECOM, shall not divulge the information in wholeor in part to any third parties, and shall use the information only for purposes necessary for the performanceof Vendors Information. The Vendor shall disclose the information only to those of its employees and agentswho shall have a need-to-know the information for purposes of complying with Vendors obligations.

2. To submit annually copies of the Vendors audited financial statements and an updated VendoInformation Sheet as soon as they are available and to advise GLOBE TELECOM of any changes in thecorporate organization, beneficial ownership of the Vendor. Changes must be stated in writing and providedon official company stationary.

3. To strictly abide by the rules and procedures promulgated by GLOBE TELECOM particularly onbut not limited to bidding procedures.

4. To make available all pertinent documents requested by GLOBE TELECOM.

5. To obtain prior written consent of GLOBE TELECOM if the Vendor intends to publish, advertisepromote, and issue press release or other publicity matters with regard to its accreditation with GLOBE

TELECOM.

Likewise, I warrant that the data I provided in the Vendor Information Sheet are true and correct andthat any omission any misrepresentation with regards to the data provided therein, if later found to be untrueor uncorrect, I fully understand and agree that our Company shall be immediately deleted from the list of

Accredited Vendors of Globe Telecom and Innove Communication without need of further noticeFurthermore, in such event, any pending project or order shall ipso facto be terminated or withdrawn at theoption of Globe Telecom.

The undersigned hereby understands that any violation of the foregoing shall not mean only deletionfrom the list of GLOBE TELECOM Accredited Vendors but likewise may be held liable for any damageswhether directly or indirectly incurred as a result of the suppliers non-compliance with this undertaking.

I, _________________________________, in my capability as _____________________________(Full Name) (Official Title)

of ______________________________acknowledge that I am duly authorized and I have full authority to sign(Company Name)

this undertaking and bind__________________________________.(Company Name)

___________________________ _________________________Printed name over signature date (mm/dd/yyyy)


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E-SOURCING ENROLLMENT FORM

Account Group: Local Supplier Local Contractor Foreign Contractor Service Provider

with Foreign Partner

COMPANY NAME:______________________________________________________________________________________________________________

ADDRESS DETAILS: Head Office

___________________________________________________________________________________________________________________

Telephone: Fax Number:____________________________________ _____________________________________

ADDRESS DETAILS: Branch Office

Telephone: Fax Number:____________________________________ _____________________________________

VAT Reg. No.: Tax Identification No.____________________________________ _____________________________________

P.O. Box: Postal Code:____________________________________ _____________________________________

OWNERSHIP: % Filipino % Other Nationality

COMPANY CLASSIFICATION (for GOODS Supplier Only):Manufacturer Importer Dealer Trader N/A

SUPPLIER OFFICIAL REPRESENTATIVE INFORMATION:

Category/Service Offered:

______________________________________

Accredited

Unaccredited

First Name: Middle Name: Last Name:

Position: Mobile No.: E-Mail:

Effective Date of Access Privilege: ________________________________Date


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E-SOURCING STANDARD TERMS & CONDITIONS

1. TERMS AND CONDITIONSIt is mandatory for the bidder, hereinafter referred to as the Supplier, to accept the terms and conditions of the item(s) for biddingas specified (if any) before downloading the Bid document/attachments; failing which the e-Sourcing Portal shall not allow thebidder to download those said documents.

2. ASSIGNMENT OF SUPPLIER REPRESENTATIVEThe bidder shall be represented by only one authorizedaccount representative who can legally bind the former with thesubmission of commercial and technical tenders on the e-Sourcing Portal at any given time. The Bid and Auction invitation shall betransmitted to the authorized account representative by the Commodity Specialist (buyer) of Globe Telecom Inc. (GLOBE) or anyof its subsidiaries. Authentication ticket, which is a requirement to the confirmation and participation to an Auction event, shall alsobe transmitted to the e-mail address of the designated bidder representative.

In case there is a need for the bidder to replace his current account representative (e.g. in case of termination or resignation), aformal written request to this effect should be accomplished and transmitted to the Head of Supplier Management Section ofGLOBE. This action shall not, in any way, invalidate any posted/submitted tender made on the e-Sourcing Portal prior to theeffective date of the replacement of the account representative. The effective date of replacement of the bidders accountrepresentative must have the approval of the Head of Supplier Management Section of GLOBE.

In no case shall the bidder be without an authorized representative defined on the e-Sourcing Portal, else, the former continueduse of the system shall be suspended until such time an authorized representative is appropriately assigned.

3. COST OF PARTICIPATION

The bidder shall bear all the costs associated with the preparation and submission of its bids, including the hardware, software, andcommunication requirements (Internet) to connect to the e-Sourcing Portal, and GLOBE, will in no case be responsible or liable forthese costs, regardless of the conduct or outcome of the bidding process.

4. BIDDING DOCUMENTThe supplier is expected to examine all instructions, forms, terms and conditions and technical specifications in the Bid or Auctioninvitation posted on the portal. Failure to furnish all information required by the Bid/Auction Event or submission of a bid notsubstantially responsive to the requirements of the Bid/Auction Event, in every respect will be the bidders risk, and may result inthe rejection of its tender. Bidder should strictly submit his bid as per instruction, failing which will be considered as non-responsive.

5. DOWNLOADING THE TENDER DOCUMENT (RFX)Bid tenders posted on the portal are considered legally bindingproposals on the bidder for which subsequent purchasingdocuments (e.g. contracts, Purchase Orders) can be referenced or completed against. Bid tender documents posted on the portalshall prevail over all other documents presented for the Bid item (e.g. manual hardcopy). Copies procured by any other source will

be considered invalid.

All document attachments to Bid/Auction invitations, must be password- protected and computer virus-free; preferred format is in Acrobat (i.e. PDF).

6. AMMENDMENT/CANCELLATION OF BID/AUCTION EVENTGLOBE, at any time, may, for any reason, whether at its own initiative, in response to a clarification requested by a prospectivebidder, or to provide bidders reasonable time to prepare responsive tenders, extend thesubmission deadline of a Bid Event.

GLOBE, reserves the right at any time, for any reason to withdraw or amend the Bid item posted on the portal. Amendment to therequirements of the Bid Event shall be coursed through the e-Sourcing Portal through its clarificationfeature (a function allowingthe modification of bid requirements from the GLOBE, or tender from the bidder).

GLOBE, reserves the right, at any time, for any reason, to cancel an Auction event posted on the portal prior to its scheduled startdate and time.

The bidder cannot request GLOBE to suspend an ongoing Auction event for any reason, whether technical in nature (e.g. ISPservice unavailable) or otherwise.

7. PERIOD OF VALIDITYCommercial tender for a Bid Event shall remain valid for a period of ninety (90) days from date of bid opening prescribed byGLOBE. A bid valid for a shorter period shall be rejected by GLOBE as non-responsive.

In exceptional circumstances, GLOBE may solicit the Bidders consent to an extension of the validity period. The request andresponse thereto shall be made in writing or fax. The bidder may refuse the request. A bidder granting the request will not berequired or permitted to modify its bid.For an Auction event, the price quoted must be valid and firm for a period of ninety (90) days. No change in price quoted shall beallowed afterbid submission unless negotiated by GLOBE or any of its subsidiaries.


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8. BID CURRENCYThe prices in the bid document shall be expressed in United States Dollar (USD) or Philippines Peso (PHP).

9. DEADLINE FOR SUBMISSION OF BIDSSubmission of Bid must be completed before the expiry time mentioned in the tender schedule. GLOBE may, at its discretionextend this deadline for submission of bids, in which case all rights and obligations of the GLOBE and bidder previously subject tothe deadline will thereafter be subject to the deadline as extended.

10. LATE BIDSThe e-Sourcing Portal will not allow any bidder to place their tender after the bid submission deadline. The system, except during

the clarification stage, does not allow changes or updates to the Bid Event created by GLOBE, nor tender submitted by the bidderafter the submission deadline.

11. MODIFICATION AND/OR WITHRAWAL OF BIDS

The bidder can modify their bids only before the deadline schedule. The e-Sourcing Portal will not allow any bidders to modify theibids after the expiry of schedule. No bidder shall be allowed to withdraw the bid, if bidder happens to be the successful bidder.

12. CONFIDENTIALITY

Bids are confidential. Except for GLOBE assigned Commodity Specialist, who created the Bid Event on the portal, bidders are notallowed to discuss their commercial tender with any other GLOBE or any of its subsidiaries employee, with other suppliers, or withany other third party during the Bid Event.

GLOBE shall not discuss, nor reveal the commercial tender, submitted by a particular bidder with another, during or after theconclusion of the Bid event.

13. BID OPENING & EVALUATIONGLOBE will open the bids online; bidders may view the status of their submissions on the portal. Bids that have been evaluated asresponsive, as per the technical and other qualification criteria as underlined in the bid document shall be endorsed for approval onthe portal. The endorsement of such tender, however, does not automatically signify the award of a purchase.

14. CLARIFICATION OF BIDSTo assist in the examination, evaluation and comparison of bids, GLOBE may, at its discretion, engage the bidder in a clarificationphase. This shall allow the bidder to post other pertinent documents, or provide further details on his initial response in the portal.The bidder may only enhance/modify his commercial tender upon the advice of GLOBE on the portal. Changes made on theoriginal commercial tender by the bidder without the advice of GLOBE, may result in the bid being rejected for endorsement.

In case of a substantial change in configurations/specifications on the original bid event, a new one having a different submissiondeadline may be created to supersede the existing invitation. The original Bid items shall be withdrawn and communicated on theportal.

15. PRELIMINARY EXAMINATIONGLOBE will examine the bids to determine whether they are complete in documentation requirements, whether any computationalerrors have been made, whether required information have been provided, as mentioned in the bid document.

The bid determined as not substantially responsive cannot be endorsed by GLOBE, nor can it be made responsive by the bidderby correction of the non-conformity.

GLOBE may waive any minor informality or non-conformity or irregularity in a bid, which does not constitute a material deviation,provided such waiver does not prejudice to affect the relative ranking of any bidder.

16. CONTACTING GLOBEAny effort by a bidder to influence GLOBE in the evaluation, bid comparison, or contract award decision may result in the rejectionof the Bidders bid. GLOBES decision will be final and without prejudice and will be binding on all parties.

17. BID ACCEPTANCEGLOBE reserves the right to accept or reject any bid and annul the bidding process, or even reject all bids at any time prior toaward of contract, without thereby incurring any liability to the affected bidder or bidders or without any obligation to inform theaffected bidder or bidders about the grounds for GLOBES actions. GLOBE reserves the right to accept or reject any technologyproposed by the vendor. GLOBE reserves the right to select more that one vendor keeping in view its large requirements.

18. PATENTS RIGHTSThe supplier shall indemnify GLOBE against all third party claims of infringement of patent, trademark, or industrial design rightsarising from use of Goods, or any part thereof.

19. ASSIGNMENTThe bidder shall not assign, in whole or in part, its obligations to perform the conditions, and requisites stipulated on the technicaland commercial bid tender he has posted on the portal, except with GLOBES prior written consent.


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VENDOR INFORMATION SHEET

PRODUCT / SERVICES APPLIED FOR ACCREDITATION: ____________________________________________

REGISTERED BUSINESS NAME

Corporate Name / Business Name

Trade Style

Previous Business Name

Date of Name Change

Business Hours

Tax Identification Number

Tax Payer Classification Please indicate and submit proof

VAT-registered contractor/supplier

Non-VAT contractors/supplier

Tax Exempt

PHYSICAL ADDRESS DETAILS

Unit No / Floor Building No. / Name

Street Name Subdivision / Village

City

Province Zip Code

CONTACT DETAILS

Area Code Telephone Number Fax Number

Email Address

Website

LEGAL STRUCTURE / COMPANY TYPE

Corporation Partnership Single Proprietorship

Others (please specify)

SEC REGISTRATION DETAILS

Date Registered Registration No.

Date Started Operations

Shareholders / Partners Nationality Contributed / Subscribed Capital


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Members of the Board/Top Officials Nationality Position

For Corporat ions

Authorized Capital Subscribed Capital

Paid Up Capital Par Value

As of (2009)

DTI REGISTRATION DETAILS

Date Registered Registration No.

Registered / Authorized Capital

BUSINESS PERMIT

Date Registered Permit Number

MAYORS PERMIT

Date Registered Permit Number

CONTACTS

Name Position Contact Details

1. Administration Tel. no.

Mobile no.

E-mail

2. Finance Tel. no.

Mobile no.

E-mail

3. Technical Tel. no.

Mobile no.

E-mail


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Customers ReferencePlease list local customers with whom you have current transactions up to the last 6 months as trade references:

Name of Customer Contact Person Tel. Nos. Terms

1.

2.

3.

4.

5.

DESCRIPTION OF HUMAN RESOURCE

Number of Employees

Directors Active in Operations

Manager(s)

Rank and File

Contractual

TOTAL

Employment Turnover

Low Moderate High

Benefits received:

A. Pag-ibig, PHIC, SSS Yes No

B. 13thmonth pay Yes No

C. Other medical benefits Yes No

D. Others (please specify)

COMPANY DETAILS

Parent Company

Name

Complete Address

Telephone Number Fax Number

Email Address

Representative Office in The Philippines (If Any, For Foreign Comp any)

Name of the Firm/Company

Address

Telephone No. Fax No.

Email Address Website/s


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Branches

Address Premises Used As No. of Employees

Subsidiaries

Subsidiary Company Name Address No. ofEmployees

% Equityheld

FACILITIES

LAND

Owned Renting / Lease Area Sq. Meters

Monthly Rental Lease Expiry (MM/YY)

BUILDING

Owned Renting / Lease Area Sq. Meters

Monthly Rental Lease Expiry (MM/YY)

LOCATION Residential Commercial Industrial Mixed

PREMISESUSED AS

Headquarters Sales Office Warehouse Plant Admin Office Branch/Outlet Others

ACCESSIBILITYTO PUBLICUTILITIES

Yes Route: _____________________ No

SECURITY

Specify what security arrangements exist for securing access points (i.e. Locks, bars, burglar alarms, etc.)

a. Main doors

b. Other entrance doors

c. Windows

d. Overall protection of premise


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FINANCIAL INFORMATION

Applicant Parent Company (if applicable)

Year 1 Year 2 Year 3 Year 1 Year 2 Year 3

a. Total Assets

b. Total Liabilities

Net Equity

c. Current Assets

d. Inventories

e. Current Liabilities

BANK INFORMATION

Bank Branch Contact Person Contact No. Account Type

INSURANCE INFORMATION

INSURANCE COMPANY

Employers Liability Insurance

All Risk Marine Cargo Insurance (Ocean and Inland)

Contractors All Risk Insurance

Third Party Liability Insurance

Workmens Compensation Insurance

QUALITY MANAGEMENT

1. ISO 9000/9002 QMS or equivalent Quality Management

2. ISO 18000 or equivalent/health and safety programs

3. ISO 14000 or equivalent/environment programs

4. DENR permits/certif ications

5. OHSAS/OSHA certificate

TOP COMPETITORS

Name of Company

1.

2.

3.

4.

5.


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BACKGROUD INFORMATION ON CHIEF EXECUTIVE OFFICER / OWNER / PARTNER

Name

Designation Appointed Date

Highest Educational Attainment Degree Earned

Educational Institution Year Graduated

Nationality Age Years in Related Field

Past Work Experience:

Designation Company From To

Other Directorships

BACKGROUND INFORMATION ON CHIEF FINANCE OFFICER

Name







Other Directorships

BACKGROUND INFORMATION ON CHIEF OPERATING OFFICER

Name







Other Directorships


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KEY PERSONNEL OTHER THAN DIRECTORS

Name Designation Employment Date

SUPPLIER'S DECLARATION ON SAFETY, HEALTH, AND ENVIRONMENTAL POLICIES AND PRACTICES

Yes

()

No

()

1. Does your company have an EMS certified to ISO 14001?

2. Does your company have an OSH Management System certified to OHSAS 18001?

3. If NO to items 1 and 2, does your company have a policy on occupational safety, health andenvironment?

4. Does your company have an organization who manages the safety, health and environmentalconcerns of your company?

5. Have you identified the significant environmental aspects of your company?

6. Have you identified the occupational hazards and risks of the different activities in youroperations?

7. Do you have programs in place to ensure your employees' safety and wellness?

8. Do you have programs in place to manage your environmental aspects?

9. Do you have programs in place to save on resources like energy and water?

10. Do you have a program to manage your Greenhouse Gas emissions?

11. Do you evaluate your own suppliers on their SHE policies and practices?

12. Please list the major laws and other legal requirements that your company comply with.

a.b.c.


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CONFLICT OF INTEREST DECLARATION

OTHER RELEVANT INFORMATION

I hereby certify that all information provided here in the Supplier Registration Form and in all supporting documents are

true and correct. I hereby authorize Dun and Bradstreet Philippines, Inc.to verify any and all information furnished byme. In this connection, I hereby expressly waive any and all statutory or regulatory provisions governing confidentiality ofsuch information if applicable. I fully understand that any misrepresentation of failure to disclose information as requiredherein may cause the disapproval of this application and removal from the list of accredited suppliers of Globe Telecom.

Authorized Representative(Signature over Printed Name)

Designation Date

Does your company have any direct/indirect business with Globe Telecom competitors(PLDT/Smart/Digitel/Liberty Telecom)? If yes, please indicate so:

Nature of Business Globe Telecom Competitor Name # of Years

1.

2.

Any Executives / Directors in your company with direct / indirect business with Globe Telecom? If yes, pleaseindicate so:

Vendor Executive / Director Name Position Nature of Business

1.

2.

Any Executives / Directors in your company with direct / indirect business with Globe Telecom competitors(PLDT/Smart/Digitel/Liberty Telecom)? If yes, please indicate so:

Vendor Executive / Director Name Position Nature of Business

1.

2.

Any Executives / Directors in your company with relatives in Globe Telecom? If yes, please indicate so:

Vendor Executive / Director Name Position Globe Telecom Employee Name Position

1.

2.

Present service availed from Globe Telecom ( Fax Service/Handy phone/Globe lines/Leased service/G-net/Others):

Type of Plan Account No. Credit Limit

1.

2.

3.

Any Officer / Employees / Agent of your company with relative in Globe Telecom? If yes, please indicate so:

Vendor Employees / Agent Name PositionGlobe Telecom Employees / Agent

NamePosition

1.

2.