Usage of Un Fields in The RFX Form Umoja Job Aid

Job Usage of UN Fields in the RFx Form
Aid
Table of Contents
Overview............................................................................................................................... 2
Umoja RFx Form Output ........................................................................................................ 2
ITB – Invitation To Bid ........................................................................................................... 2
A. Cover Page ........................................................................................................................ 3
B. Cover Letter ...................................................................................................................... 4
C. Instructions for Submission of Bid .................................................................................... 7
D. Acknowledgement Letter ............................................................................................... 14
E. Statement Of Work ......................................................................................................... 15
RFP – Request For Proposal ................................................................................................. 16
A. Cover Page ...................................................................................................................... 16
B. Cover Letter .................................................................................................................... 17
C. Instructions for Submission of Proposal ......................................................................... 19
D. Acknowledgement Letter ............................................................................................... 26
RFQ – Request For Quotation .............................................................................................. 27
A. Cover Page ...................................................................................................................... 27
B. Instructions for Submission of Quotation....................................................................... 28
C. Price Quotation ............................................................................................................... 32
List of Invitees ..................................................................................................................... 33
Annex.................................................................................................................................. 35
A. List of Elements in RFx Document .................................................................................. 35
B. List of UNGCC .................................................................................................................. 36
[Usage of UN Fields in the RFx Form] Version 1 Umoja Training 1/37

Aid
Overview
This Job Aid provides an overview of the usage of several new UN Fields (i.e. fields that have been added
or customized for the use of United Nations) in the Umoja RFx Form. It also explains how to use these
fields in the SRM Portal and how they appear in the RFx Form output. Please note that this Job Aid does
not cover the whole RFx Form, it focuses on the sections or parts of the document that are
related/impacted by the changes to the UN Fields.
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
Umoja RFx Form Output

The output of the RFx Forms in Umoja will depend on their transaction types. Currently, there are 10
transaction types that can be grouped into 3 categories: ITB, RFP, and RFQ. The table below details those
types and their related forms.
Group Transaction Type Form Name For Use
ZIT1 Invitation to Bid – Standard
ZIT2 Invitation to Bid - Air Charter (Short) UNHQ only
ITB ZIT3 Invitation to Bid - Air Charter (Long) UNHQ only
ZIT4 Invitation to Bid - Freight Forwarding
ZIT5 Invitation to Bid - Air Cargo UNHQ only
ZRF1 Request for Proposal – Standard
RFP ZRF2 Request for Proposal – Cargo Charter UNHQ only
ZRF3 Request for Proposal – Long Term Air Charter UNHQ only
ZRQ1 Request for Quotation – Standard
RFQ
ZRQ2 Request for Quotation – Freight Forwarding
As each group generally shares the same format and contents, for ease of reference, each group will be
discussed seperately in this document.
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
ITB – Invitation To Bid

The forms under ITB group generally have the following sections:
A. Cover Page
B. Cover Letter
C. Instructions for Submission of Bids
D. Acknowledgement letter
E. Statement of Work

Aid
A. Cover Page
A.1
A.2
A.3
A.4
The ITB Cover Page section contains the following elements:
• A.1 – Name of Procurement Officer

• A.2 – Current System Date
• A.3 – General Fax Number
• A.4 – Bid Number
Note:
1. Some elements in the RFx document are not taken from the RFx input but printed according to data
attributes maintained in the SRM Organisation Structure for each Purchasing Group. It means that all
buyers in the same Purchasing Group will share the same data. In this document, they are referred to
as “Procurement Group attributes” data.
2. For ITB Cover Page, both A.1 and A.3 are Procurement Group attributes
3. For A.1 – Name of the Procurement Officer, the name of Chief Procurement of the group will be
printed if such attribute is maintained in the SRM Organization Structure. If not maintained, the name
of buyer who creates the RFx will be printed instead.

Aid
B. Cover Letter
The ITB Cover Letter section contains the following elements:
A.2
A.4
B.1
B.2
B.3
B.3.1 B.4
A.1
B.2
B.5
Note:
For ITB Cover Letter, the following elements are Procurement Group attributes:
• B.4 – Acknowledgement Fax Number, it is a Procurement Group attribute.

Aid
B.1 Subject
The subject text is taken from the Subject notes in “Notes and Attachments” tab
B.2 Submission Deadline

The submission deadline is taken from the same field in the RFx Header.
B.3 List of Annexes

The following list of annexes will be printed in the paragraph 2 depending on the ITB type. Except for
annex in italic, those annexes will also be printed as annex document at the end of the RFx document.
• ZIT1 Invitation to Bid – Standard
Annex A: Acknowledgement Letter
Annex B: Bid Form
Annex C: UN Entities Form
Annex D: Bid Bond Form
Annex E: Performance Security Form
• ZIT2 Invitation to Bid – Air Charter (Short)
Annex B: Statement of Requirement
Annex C: Bid Response (Part I-VII)
Annex D-E: UN Short-Term Aircraft Charter Agreement and UN General Conditions for
Aircraft Charter Agreements
Annex F: Carrier’s Report
Annex G: Bid Bond Form
Annex H: Performance Security Form
• ZIT3 Invitation to Bid – Air Charter (Long)
Annex C: Bid Response (Part I-V)

Aid
Annex D-E: UN Long-Term Aircraft Charter Agreement and UN General Conditions of

Contract for Services
Annex F: Bid Bond Form
Annex G: Performance Security Form
• ZIT4 Invitation to Bid – Freight Forwarding
Annex C: Standard Shipping Terms
Annex D: Bid Response Form
Annex E: Bid Bond Form
Annex F: Performance Security Form
• ZIT5 Invitation to Bid – Air Cargo
Annex C: Bid Response(Part I-VI)
Annex D: UN General Conditions for Aircraft Charter Agreements
Annex E: Contractor’s Report
Annex F: Bid Bond Form
Annex G: Performance Security Form
Notes:
• “Annex : Bid Bond Form” will be printed only if “Bid Bond” is selected as Bid Security
• “Annex : Performance Bond Form” will be printed only if “Performance Bond” option is selected
B.3.1 Additional Annexes

User can add their own additional list of annexes using the Annexures notes in “Notes and Attachments”
tab (see below). The additional list will be printed below the standard text. Please type word “Annex”
followed by appropriate number before the subject title when adding any additonal annexes.
B.5 Signatory and Title

The Signatory and Title is taken from the same field in the RFx Header.

Aid
Note:
• The names and titles that appear in the selection list depend on the Purchasing Group of the PO.
Hence, all buyers in the same Purchasing Group will share the same selection of signatory names
and titles.
• These lists of Signatory Names and Titles are maintained in the custom table. If a purchasing group
does not have record in the custom table, its selection lists will be blank.
C. Instructions for Submission of Bid

The ITB Instructions for Submission of Bid section contains the following elements:
Section C Part 1
C.1
C.2
C.3
C.1 Number of Copies

The Number of Copies is taken from the same field in the RFx Header.
C.2 List of documents to be submitted

The list of documents to be submitted will be printed depending on the ITB transaction type (see table
below)
Transaction Type List of documents

ZIT1 6.1. Technical offer.
Invitation to Bid – 6.2. Bid Form, attached as Annex B.
Standard The Bid shall include information in sufficient scope and detail to allow the UN to
consider whether your company has the necessary capability, experience,
knowledge, expertise, licenses, financial strength and the required capacity to
perform the work specified at a high professional level, as well as any
attachments and/or appendices required hereunder.

Aid
ZIT2 6.1 Bid Response, attached as Annex C

Invitation to Bid – The Bid shall include information in sufficient scope and detail to allow the UN to
Air Charter (Short) consider whether your company has the necessary capability, experience,
ZIT3 6.1. Technical Information

Invitation to Bid – 6.2. Bid Response, attached as Annex C
Air Charter (Long) The Bid shall include information in sufficient scope and detail to allow the UN to
consider whether your company has the necessary capability, experience,
ZIT4 6.1 Bid Response, attached as Annex D

Invitation to Bid – 6.2 Information in sufficient scope and detail to allow the UN to consider
Freight whether your company has the necessary capability, experience, knowledge,
Forwarding expertise, licenses, financial strength and the required capacity to perform
the work specified at a high professional level
6.3 Any attachments and/or appendices to your Bid
6.4 Full information of the identity and role of any subcontractor(s)
ZIT5 6.1 Bid Response, attached as Annex C

Invitation to Bid – The Bid shall include information in sufficient scope and detail to allow the UN to
Air Cargo consider whether your company has the necessary capability, experience,
C.3 Additional Information

The Additional Annexes text is taken from the Additional Information notes in “Notes and Attachments”
tab.

Aid
Section C Part 2
C.4
C.5
A.4
A.1
B.4 C.6
Note:
In this section, the following elements are Procurement Group attributes:
• C.4 – Office Name
• C.5 – Address of the Procurement Group
• C.6 – City of Address of the Procurement Group
Section C Part 3 C.9 C.7
C.10
C.11
C.8
C.12
Note:
In this section, user can indicate whether bidders can submit their bids by email, fax and/or by electronic
submission. The following elements are Procurement Group attributes:
• C.7 – Bid Opening Fax

• C.8 – Bid Opening Email
• User can also indicate the maximum number of pages that can be faxed (element C.9)

Aid
C.10 Bid Submission by Fax

If the field “Accept Proposal/Bids by Facsimile” is not selected, the following text will be printed:
C.11 Bid Submission by Email

If the field “Accept Proposal/Bids by Email” is not selected, the following text will be printed:
C.12 Bid Submission by E-Tendering (only to be used by UNHQ)

If the field “Accept Proposal/Bids by E-Tendering” is not selected, the following text will be printed:
Section C Part 4
C.13
C.14 A.3 C.15 C.6
C.16

• C.13 – Procurement Group working hours
• C.14 – Buyer’s Email, it is taken from email attributes of buyer/user who creates the RFx.
C.15 Clarification Deadline Date

The Clarification deadline date is taken from the “Invitee Query Date” in the RFx Header.

Aid
C.16 Bid Validity Period

The Bid Validity period in the Bid Submission is taken from the same field in the RFx Header. Please enter
only number.
C.17 Bid Opening Date

C.17 C.6 C.5
The Bid Opening date is taken from the same field in the RFx Header.
The following elements are Procurement Group attributes:

C.18 Internet Link of UNGGC
C.18
The Internet Link of UNGCC will be printed depending of UNGCC selection in the RFx Header. There are
currently 15 options for UNGCC. For details see annex B.
C.19 Period for Payment Term

C.19

Aid
The Period for Payment Term is taken from the same field in the RFx Header.
C.20 Bid Security Amount

C.20
C.21
The Bid Security Amount will be printed depending on the selection in the RFx Header. Please type the
currency before the figure (i.e USD)
Note:
• For Bid Security Form, currently either option for “Bid Bond” or “Not Applicable” is available to
be selected. If “Not Applicable” is selected, the following text will be printed regardless of the
option selected for Financial Requirement and value entered in the Security Amount.
• For Financial Requirement option, currently only “Include Sum of $” is available to be selected
C.21 Bid Security Additional Information

This Additional Information will be printed only for Transaction Type ZIT2, ZIT4 and ZIT5.

Aid
C.22 Performance Security
The Performance Bond will be printed depending on the selection in the RFx Header
Note that if the Performance Bond option is not selected, the following text will be printed
C.23 Liquidated Damages
Liquidated Damages will be printed depending on the selection in the RFx Header
Note that if Liquidated Damages is not selected, the following text will be printed

Aid
C.24 Item Catalogue
The item catalogue clause will only be printed for ZIT1.
C.25 UN Entities
The paragraph of UN Entities will be printed only if “UN Entities” option is selected. This option is available
only for Transaction Type ZIT1.
D. Acknowledgement Letter
The ITB Acknowledgement Letter section contains the following elements that have been described in the
previous section:
B.1
A.4
B.2 C.6
C.5
A.1 B.4
Note:
• A.1 – Name of Procurement Officer • B.2 – Submission Deadline

• A.4 – Bid Number • B.4 – Acknowledgement Fax Number
• B.1 – Bid Subject • C.5 – Address of the Procurement Group

Aid
E. Statement Of Work
The Statement of Work will be printed only for transaction type ZIT1 – ITB Standard. This section contains
the following elements that are mostly taken from bid items.
• E.1 – Item Line Number • E.4 – Item Unit of Measure (UM)

• E.2 – Item ID • E.5 – Item Description
• E.3 – Item Quantity
Note that element E.1 – Item Line Number is always printed sequentially. It may be different with Internal
Item Number because deleted item will not be printed.
Delivery Point
Element E.6 – Delivery point is taken from Ship-To Address partner in the RFx Parameters

Aid
RFP – Request For Proposal

The forms under RFP group generally have the following sections:
A. Cover Page
B. Cover Letter
C. Instructions for Submission of Proposals
D. Acknowledgement letter
A. Cover Page
A.1
A.2
A.3
A.4
The RFP Cover Page section contains the following elements:

• A.4 – RFP Number
Note:
1. Similar to ITB, in RFP document both A.1 and A.3 are Procurement Group attributes. Please refer to
notes in the ITB Cover Page section (p.3) for detailed explanation on this type of data.

Aid
B. Cover Letter
The RFP Cover Letter section contains the following elements:
A.2
A.4
B.2
B.3
B.3.1
B.4
A.1
B.2
B.5
Note:
For RFP Cover Letter, the following elements are Procurement Group attributes:

• B.4 – Acknowledgement Fax Number, it is a Procurement Group attribute.

Aid
B.1 Subject

B.3 List of Annexes

The following list of annexes will be printed in the paragraph 2 depending on the RFP type. Except for
• ZRF1 Request For Proposal – Standard
Annex B: Statement of Work/Requirement
Annex C: Special Instructions and Evaluation Criteria
Annex D: UN Entities Form
Annex E: Bid Bond Form
Annex F: Performance Security Form
• ZRF2 Request For Proposal – Cargo Charter
Annex B: Statement of Requirement, Standard Shipping, and Evaluation Criteria
Annex C: Proposal Form - Annex C-1 and C-2
• ZRF3 Request For Proposal – Cargo Charter
Annex B: Statement of Work
Annex C: Special Instructions and Evaluation Criteria
Annex E: UN Long-Term Aircraft Charter Agreement and UN General Conditions of
Contract for Services

Aid
Note:
• “Bid Bond Form” will be printed only if “Bid Bond” is selected as Form of Security
• “Performance Bond Form” will be printed only if “Performance Bond” option is selected
• “UN Entities” will be printed only if “UN Entities” option is selected
B.3.1 Additional Annexes

tab (see below). The additional list will be printed below the standard text.

C. Instructions for Submission of Proposal

The RFP Instructions for Submission of Proposal section contains the following elements:
Section C Part 1
C.1
C.3
C.1 Number of Copies


Aid
C.3 Additional Information

The Additional Annexes text is taken from the Additional Information notes in “Notes and Attachments”
tab.
Section C Part 2
C.4
C.5
A.4
A.1
B.4 C.6
C.4
C.5
A.4
A.1
B.4 C.6

• C.4 – Office Name

Aid
Section C Part 3 C.9 C.7
C.10
C.11
C.8
C.12
Note:
In this section, user can indicate whether proposer can submit their proposal by email, fax and/or by
electronic submission. The following elements are Procurement Group attributes:
• C.7 – Proposal Opening Fax

• C.8 – Proposal Opening Email
• User can also indicate the maximum number of pages that can be faxed (element C.9)
C.10 Proposal Submission by Fax

If the field “Accept Proposal/Bids by Facsimile” is not selected, the following text will be printed:
C.11 Proposal Submission by Email

If the field “Accept Proposal/Bids by Email” is not selected, the following text will be printed:
C.12 Proposal Submission by E-Tendering (only to be used by UNHQ)

If the field “Accept Proposal/Bids by E-Tendering” is not selected, the following text will be printed:

Aid
Section C Part 4
C.13
C.14 A.3 C.15
C.6
C.16
Note:
• C.13 – Procurement Group working hours
• C.14 – Buyer’s Email, it is taken from email attributes of buyer/user who creates the RFx.
C.15 Clarification Deadline Date

The Clarification deadline date is taken from the “Invitee Query Date” in the RFx Header.
C.16 Bid Validity Period

The Bid Validity date is taken from the same field in the RFx Header.

Aid
C.17 Bid Opening Date

C.5 C.17 C.6
The Bid Opening date is taken from the same field in the RFx Header.
The following elements are Procurement Group attributes:

C.18 Internet Link of UNGGC
C.18
currenlty 15 options for UNGCC. For details see annex B.
C.19 Payment Term

C.19
The Payment Term is taken from the same field in the RFx Header.

Aid
C.20 Bid Security

C.20
C.21
The Bid Security Amount will be printed depending on the selection in the RFx Header. Please type the
currency before the figure (i.e USD)
Note:
• For Bid Security Form, currently either option for “Bid Bond” or “Not Applicable” is available to
be selected. If “Not Applicable” is selected, the following text will be printed regardless of the
option selected for Financial Requirement and value entered in the Security Amount.
• For Financial Requirement option, currently only “Include Sum of $” is availabe to be selected
C.21 Bid Security Additional Information

This Additional Information will be printed only for Transaction Type ZRF2.
C.22 Performance Security

Aid
The Performance Bond will be printed depending on the RFP transaction type:
• For ZRF1 and ZRF3, it will be printed according to the selection in the RFx Header
• For ZRF2 – RFP Air Cargo, the following text will be printed regardless of the selection in the RFx
Header
• Note that if the Performance Bond option is not selected, the following text will be printed
C.23 Liquidated Damages
Liquidated Damages will be printed depending on the RFP transaction type:

• For ZRF1 and ZRF3, it will be printed according to the selection in the RFx Header
• For ZRF2 – RFP Air Cargo, the following text will be printed regardless of the selection in the RFx
Header
• Note that if Liquidated Damages is not selected, the following text will be printed

Aid
C.24 Item Catalogue
The item catalogue clause will only be printed for ZRF1.
C.25 UN Entities
The paragraph of UN Entities will be printed only if “UN Entities” option is selected. This option is available
only for Transaction Type ZRF1.
D. Acknowledgement Letter
The RFP Acknowledgement Letter section contains the following elements that have been described in
the previous section:
B.1 A.4
B.2 C.6
C.5
A.1 B.4
Note:
• A.1 – Name of Procurement Officer • B.2 – Submission Deadline
• A.4 – RFP Number • B.4 – Acknowledgement Fax Number
• B.1 – RFP Subject • C.5 – Address of the Procurement Group

Aid
RFQ – Request For Quotation

The forms under RFQ group generally have the following sections:
A. Cover Page
B. Instructions for Submission of Quotations
C. Price Quotation
A. Cover Page
A.1
A.2
A.3
A.4
The RFQ Cover Page section contains the following elements:

• A.4 – RFQ Number
Note:
1. Similar to ITB, in RFQ document both A.1 and A.3 are Procurement Group attributes. Please refer to
notes in the ITB Cover Page section (p.3) for a detailed explanation on this type of data.

Aid
B. Instructions for Submission of Quotation

The RFQ Instructions for Submission of Quotation section contains the following elements:
Section B Part 1
A.2
A.4
B.1
B.2
B.3
B.1 Subject
B.2 List of Annexes

The following list of annexes will be printed in the paragraph 1 depending on the RFQ type. Except for
• ZRQ1 Request for Quotation – Standard

Annex A: Price Quotation
• ZRQ2 Request for Quotation – Freight Forwarding

Annex A: Statement of Requirement
Annex B: Standard Shipping Terms
Annex C: Price Quotation

Aid
B.3 Additional Annexes

tab (see below). The additional list will be printed below the standard text.
Section B Part 1 B.4

B.5 B.6 B.9 B.7
B.8

• B.6 – City of the address of the Procurement Group
• B.8 – Bid Opening Fax
• B.9 – Address of the Procurement Group
• B.7 – Buyer’s Email, it is taken from email attributes of buyer/user who creates the RFx.
B.4 Number of Copies



Aid
B.10 Quotation Validity Date

B.10
The Quotation Validity date is taken from the same field in the RFx Header.
B.11 Internet Link of UNGGC
B.11
currenlty 15 options for UNGCC. For details see annex
B.12 Payment Term B.12
The Payment Term is taken from the same field in the RFx Header.

Aid
B.13 Liquidated Damages
Liquidated Damages will be printed depending on the selection in the RFx Header
Note that if Liquidated Damages is not selected, the following text will be printed
B.14 Item Catalogue
The item catalogue clause will only be printed for ZRQ1.

Aid
C. Price Quotation
The Price Quotation will be printed only for transaction type ZRQ1 – RFQ Standard. This section contains
the following elements that are mostly taken from bid items.
• C.1 – Item Line Number • C.4 – Item Unit of Measure (UM)

• C.2 – Item ID • C.5 – Item Description
• C.3 – Item Quantity
Note that element C.1 – Item Line Number is always printed sequentially. It may be different with Internal
Item Number because deleted item will not be printed.
Element C.6 – Delivery Point is taken from Ship-To Address partner in the RFx Parameters

Aid
List of Invitees
The List of Invitees contain the list of vendors that are participating in the bid process with their relevant
information. This list will be printed along with solicitation form at the end of the document. The format
of this list will be the same for all ITB, RFP, and RFQ. Note that this list will be printed with no page
numbers.
Except for list of vendors and vendor information, most elements in the List of Invitees such as Bid
Number, Bid Subject, etc have been discussed in the previous sections for ITB, RFP, and RFQ. Hence, they
will not be discussed again. Please refer to respective sections for details.
Please Remove the List of Invitees Before Sending the RFx Document
L.1
L.2
L.3
L.4
L.5 L.6
L.7
L.8
Notes:
• L.1 – Current System Date • L.5 – Bid Opening Date
• L.2 – Transaction Types • L.6 – City of the Address of Procurement
• L.3 – RFx Number Group
• L.4 – RFx Subject • L.7 – Name of Procurement Officer
• L.8 – List of Vendors
L.8 List of Vendors

The List of Vendors is taken from the list of bidders in the Bidders tab.

Aid
L.9 Vendor Information
Click the Company ID of the vendor in the Bidders tab to display its information.

Aid
Annex
A. List of Elements in RFx Document
The following table lists all element in the RFx Document mentioned in this Job Aids along with their
occurrence in each type of RFx Document (i.e. ITB, RFP, and RFQ). The code (e.g. B.1) in each document
type indicates the element number used in this document for each document type.
A.1 Data Input Element

The following elements are taken from RFx Input:
No Element ITB RFX RFQ
1 Additional Annexes B.3.1 B.3.1 B.3
2 Additional Information C.3 C.3
3 Bid Opening Date C.17 C.17
4 Bid Security C.20 C.20
5 Bid Security Additional Information C.21 C.21
6 Bid Submission by Email C.11 C.11
7 Bid Submission by E-Tendering C.12 C.12
8 Bid Submission by Fax C.10 C.10
9 Bid Validity Period C.16 C.16 B.10
10 Clarification Deadline Date C.15 C.15
11 Current System Date A.2 A.2 A.2
12 Delivery Point E.6
13 Internet Link of UNGCC (See Annex B) C.18 C.18 B.11
14 Item Catalogue C.24 C.24
15 Liquidated Damages C.23 C.23 B.13
16 List of Annexes B.3 B.3 B.2
17 List of Documents to be submitted C.2
18 Maximum number of pages that can be faxed C.9 C.9
19 Number of Copies C.1 C.1 B.4
20 Payment Term C.19 C.19 B.12
21 Performance Security C.22 C.22
22 RFx Number A.4 A.4 A.4
23 Signatory and Title B.5 B.5 B.15
24 Subject B.1 B.1 B.1
25 Submission Deadline B.2 B.2 B.5
26 UN Entities C.25 C.25

Aid
A.2 Purchasing Group Data Element

The following elements are not taken from the RFx input but printed according to data attributes
maintained in the SRM Organisation Structure for each purchasing group. It means that all buyers
in the same purchasing group will share the same data
No Element ITB RFX RFQ
1 Acknowledgement Fax Number B.4 B.4
2 Address of the Purchasing Group C.5 C.5 B.9
3 Bid Opening Email C.8 C.8
4 Bid Opening Fax C.7 C.7 B.8
5 Buyer’s Email C.14 C.14 B.7
6 City of Address of the Purchasing Group C.6 C.6 B.6
7 General Fax Number A.3 A.3 A.3
8 Mission Name C.4 C.4
9 Name of Procurement Officer A.1 A.1 A.1
10 Procurement Group Working Hours C.13 C.13
B. List of UNGCC
There are currenlty 15 options for UNGCC:
• 01 – Provision of Goods & Services (Default)

• 02 – Provision of Goods
• 03 – Provision of Services
• 04 – De Minimis Field Contract
• 05 – Aircraft Charter Agreement
• 06 – Short-Term Air Charter
• 07 – Long-Term Air Charter
• 08 – Provision of Goods & Services (French)
• 09 – Provision of Goods (French)
• 10 – Provision of Services (French)
• 11 – De Minimis Field Contract (French)
• 12 – Provision of Goods & Services (Spanish)
• 13 – Provision of Goods (Spanish)
• 14 – Provision of Services (Spanish)
• 15 – De Minimis Field Contract (Spanish)

Aid
Revision History (Soft Copy only)

Date Version Prepared by Description
30 March 2015 1 Budi Setiadi Initial Draft
18 April 2016 2 Budi Setiadi Revised as per INTTRK-7907

Usage of Un Fields in The RFX Form Umoja Job Aid

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Usage of Un Fields in The RFX Form Umoja Job Aid

Uploaded by

Copyright:

Available Formats

Job Usage of UN Fields in the RFx Form

[Usage of UN Fields in the RFx Form] Version 1 Umoja Training 1/37

Umoja RFx Form Output

ITB – Invitation To Bid

[Usage of UN Fields in the RFx Form] Version 1 Umoja Training 2/37

The ITB Cover Page section contains the following elements:

• A.1 – Name of Procurement Officer

[Usage of UN Fields in the RFx Form] Version 1 Umoja Training 3/37

[Usage of UN Fields in the RFx Form] Version 1 Umoja Training 4/37

B.2 Submission Deadline

B.3 List of Annexes

[Usage of UN Fields in the RFx Form] Version 1 Umoja Training 5/37

Annex D-E: UN Long-Term Aircraft Charter Agreement and UN General Conditions of

B.3.1 Additional Annexes

B.5 Signatory and Title

[Usage of UN Fields in the RFx Form] Version 1 Umoja Training 6/37

C. Instructions for Submission of Bid

C.1 Number of Copies

C.2 List of documents to be submitted

Transaction Type List of documents

[Usage of UN Fields in the RFx Form] Version 1 Umoja Training 7/37

ZIT2 6.1 Bid Response, attached as Annex C

ZIT3 6.1. Technical Information

ZIT4 6.1 Bid Response, attached as Annex D

ZIT5 6.1 Bid Response, attached as Annex C

C.3 Additional Information

[Usage of UN Fields in the RFx Form] Version 1 Umoja Training 8/37

• C.7 – Bid Opening Fax

[Usage of UN Fields in the RFx Form] Version 1 Umoja Training 9/37

C.10 Bid Submission by Fax

C.11 Bid Submission by Email

C.12 Bid Submission by E-Tendering (only to be used by UNHQ)

C.14 A.3 C.15 C.6

In this section, the following elements are Procurement Group attributes:

• A.3 – General Fax Number

C.15 Clarification Deadline Date

[Usage of UN Fields in the RFx Form] Version 1 Umoja Training 10/37

C.16 Bid Validity Period

C.17 Bid Opening Date

The following elements are Procurement Group attributes:

C.18 Internet Link of UNGGC

C.19 Period for Payment Term

[Usage of UN Fields in the RFx Form] Version 1 Umoja Training 11/37

C.20 Bid Security Amount

C.21 Bid Security Additional Information

[Usage of UN Fields in the RFx Form] Version 1 Umoja Training 12/37

C.22 Performance Security

C.23 Liquidated Damages

[Usage of UN Fields in the RFx Form] Version 1 Umoja Training 13/37

C.24 Item Catalogue

The item catalogue clause will only be printed for ZIT1.

• A.1 – Name of Procurement Officer • B.2 – Submission Deadline

[Usage of UN Fields in the RFx Form] Version 1 Umoja Training 14/37

• E.1 – Item Line Number • E.4 – Item Unit of Measure (UM)

[Usage of UN Fields in the RFx Form] Version 1 Umoja Training 15/37

RFP – Request For Proposal

The RFP Cover Page section contains the following elements:

[Usage of UN Fields in the RFx Form] Version 1 Umoja Training 16/37

• A.1 – Name of Procurement Officer

[Usage of UN Fields in the RFx Form] Version 1 Umoja Training 17/37

B.2 Submission Deadline

B.3 List of Annexes