Guidelines and Forms related to Codes of Aid for Aided Primary, Secondary and Special Schools

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Guidelines and Forms related to Codes of Aid for Aided Primary, Secondary and Special Schools

(A) Guidelines

I. Administration

I.1 Guidelines on Procurement Procedure s in Aided Schools I.2.a Guidelines on Maintenance of Estate Aided Schools I.2.b Guidelines on Maintenance of Non-estate Aided Schools I.3 Graduate Teacher Posts in Aided Primary Schools I.4 Class Size in Aided Special Schools

II. Appointment and Personnel

II.1 Condition of Service - Teachers in Aided Schools

II.2 Letter of Appointment / Acceptance - Teachers in Aided Schools II.3 Letter for Resignation / Retirement of Teaching and Non-teaching Staff II.4 Certificate of Service

II.5.1.a Qualifications for Appointment of Native-speaking English Teachers (NETs) under the Enhanced Native-speaking English Teacher (NET) Scheme in Secondary Schools

II.5.1.b Qualifications for Appointment of Native-speaking English Teachers (NETs) under Native- speaking English Teacher (NET) Scheme in Primary Schools

II.5.2.a Guidelines on the Duties of Teachers Appointed under the Enhanced Native-speaking English Teacher (NET) Scheme in Secondary Schools

II.5.2.b Guidelines on the Duties of Teachers Appointed under the Native-speaking English Teacher (NET) Scheme in Primary Schools

II.5.3.a Memorandum on the Terms and Conditions of Service for Appointment as Teacher under the Enhanced Native-speaking English Teacher (NET) Scheme in Secondary Schools

II.5.3.b Memorandum on the Terms and Conditions of Service for Appointment as Teacher under the Native-speaking English Teacher (NET) Scheme in Primary Schools

II.5.4.a Letter of Appointment - Teacher under the Enhanced Native-speaking English Teacher (NET) Scheme in Secondary Schools

II.5.4.b. Letter of Appointment - Teacher under the Native-speaking English Teacher (NET) Scheme in Primary Schools

II.5.4.c Letter of Acceptance - Teacher under the Enhanced Native-speaking English Teacher (NET) Scheme in Secondary Schools / NET Scheme in Primary Schools

II.5.5 Passage Arrangements for Teachers Appointed under the Enhanced Native-speaking English Teacher (NET) Scheme in Secondary Schools / NET Scheme in Primary Schools II.5.6 Special Allowance for Teachers Appointed under the Enhanced Native-speaking English

Teacher (NET) Scheme in Secondary Schools / NET Scheme in Primary Schools

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II.6 Extracts from Disability Discrimination Ordinance (DDO): Code of Practice on Employment

II.7.a Guidelines for Appointment of Substitute Teachers in Aided Schools

II.7.b Guidelines for Appointment of Daily Rated Non-teaching Supply Staff in Aided Special Schools

II.8.a Leave Record of Teachers for EDB's Endorsement

II.8.b Half-yearly Summary of Leave Record of Non-teaching Staff II.9 Qualification Leading to the Award of Special Education Allowance

III. Finance

III.1 Operating Expenses Block Grant (User Guide)

III.2 Composite Furniture and Equipment Grant for Aided Schools (User Guide) III.3 Substitute Teacher Grant (STG)

III.4 Collection of Fines / Charges / Fees for Specific Purposes

III.5.a Items Chargeable to the School and Class Grant in Fee-charging Aided Primary Schools III.5.b Items Chargeable to the School and Class Grant in Aided Primary and Secondary Schools III.5.c Items Chargeable to the School and Class Grant and the Boarding Grant in Aided Special

Schools

IV. Notes on Duties of Senior Teachers, Teacher Librarians and Laboratory Technicians

IV.1.a Duties of Senior Teachers in Primary Schools

IV.1.a(i) Duties of Senior Teachers in Primary Special Schools/Primary Section of Special Schools IV.1.b Duties of the Additional Senior Teacher Post of English

IV.1.c Duties of Teacher-librarians in Aided Schools

IV.2 Job Description for Laboratory Technicians (for secondary schools only)

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(B) Forms

I. Appointment and Personnel matters

I.1 Appointment Form of Teaching Staff I.2 Appointment Form of Non-teaching Staff

I.3.a Appointment Form of Daily-rated Supply Teachers

I.3.b Appointment Form of Daily-rated Non-teaching Supply Staff of Aided Special Schools I.4.a Supply Teacher's Receipt

I.4.b Receipt of Non-teaching Supply Staff

I.5.a Claim Form for Daily-Rated Supply Teacher and Substitute Teacher Grant I.5.b Claim Form for Daily-Rated Supply Non-Teaching Staff

I.6 Acting Appointment (standard claim forms for salary grant) I.7 Staff Promotion (standard claim form for salary grant) I.8 Regrading (standard claim forms for salary grant)

I.9 Claim Form for Provisional Annual Employer’s Provident Fund (PF)/Mandatory Provident Fund (MPF) Contributions under Administration Grant/Revised Administration Grant (for aided primary, secondary and special schools)

II. School Maintenance

II.1 Application for Payment of Non-recurrent Furniture & Equipment Subsidy Based on Approved Tender / Quotation Sum

II.2 Major Repairs / Alternatives – Estimates Samples

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Guidelines on Procurement Procedures in Aided Schools (April 2013)

Contents

Introduction 1

Prevention of Bribery Ordinance 1

Declaration of Conflict of Interest 1

Segregation of Duties 2

Principle of Fairness 2

Security of Information 2

Procurement Procedures 3

For procurement at an estimated cost of up to $50,000 each For procurement at an estimated cost of more than $50,000 each

Single Quotation/Tendering 9

Involvement of School Sponsoring Bodies in Schools’ Procurement Activities 9

Sub-contracting 10

Services from Social Enterprises 11

Supplies Inspection Team 11

Other Useful References 11

Summary Workflow 12

Annexes 14

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Introduction

This set of Guidelines aims to facilitate schools to ensure that schools’ day- to-day procurement is properly and efficiently handled and that available resources are utilised to the best advantage. This set of Guidelines is generally based on the procurement and supplies procedures currently applicable to Government Departments and is formulated in consultation with the Independent Commission Against Corruption (ICAC). All aided schools are required to strictly follow the procedures set out in this set of Guidelines. At all times, SMCs/IMCs should ensure that their schools have put in place a fair, open and transparent system of procurement procedures and there are adequate checks and balances to prevent favouritism, corruption and malpractices.

2. Schools are strongly advised to report to the SMCs/IMCs, on an annual basis, of any irregularities in the procurement procedures by completing the “Exception Report on Procurement Activities for Aided Schools” available on the Education Bureau (EDB) homepage [http://www.edb.gov.hk/en/index.html (EDB homepage  School Administration and Management  Regulations  Checklist on Common Administrative Issues in Aided Schools)].

Prevention of Bribery Ordinance

3. It is an offence under the Prevention of Bribery Ordinance that, without lawful authority or reasonable excuse, school staff accept advantages from suppliers and contractors or the suppliers and contractors offer advantages to school staff in connection with school procurement. Schools must not permit their staff to receive advantages (including payment of commission) from suppliers and contractors. They should also inform all suppliers and contractors in writing that the offer of such advantages to school staff in connection with their official duties is illegal. This could be done by incorporating a statement in the order form or the terms of quotations/

tenders. In any case, schools must not allow the choice of suppliers and contractors to be in any way influenced by any form of advantages, including donations.

4. School staff who use false accounting records (e.g. bogus quotations) or falsify documents with intent to deceive their school shall be guilty of an offence under the Prevention of Bribery Ordinance.

Declaration of Conflict of Interest

5. Staff involved in procurement and supplies duties should be required to sign an undertaking that they would declare in writing to the SMCs/IMCs any current or future connection they or their families have with suppliers or contractors (e.g. being relatives, owners, shareholders) as soon as they become aware of it. Schools are required to properly record any declarations (a standard form is provided at Annex I for reference) or disclosures made and necessary action taken to avoid any actual or perceived conflict of interest. The staff declaring conflict of interest have to refrain from processing the related quotation/tender or follow the instruction of SMCs/IMCs.

This requirement should be annually brought to the notice of the staff involved by means of a circular which they should be required to sign to indicate that they

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have read and understood it.

Segregation of Duties

6. To strengthen checks and balances, a clear segregation of staff duties is essential. Schools ought to assign different personnel for different stages of the procurement process. For example, invitation of suppliers for quotations/tenders;

stores inspection and certification of services; certification of payment should be handled by different staff.

Principle of Fairness

7. All suppliers invited should be provided with sufficient and equal knowledge of the quotation/tender requirements and specifications of the stores/equipment/services through the quotation/tender documents and, if necessary, oral briefings. No one should get more information or more notice about the quotation/tender. The specifications should be worded in easily comprehensible general terms based on the functional and performance characteristics of the stores and services required.

8. At least three weeks should be set between the issue and closing of a written quotation/tender. However, for urgent requirement, the written quotation/tender closing period may be shortened to two clear working weeks after obtaining approval from the Principal with the justifications recorded.

Security of Information

9. Quotation/tender information must be kept confidential with restricted access on a need-to-know basis. All communications regarding quotations/tenders must be classified as RESTRICTED DOCUMENTS from the time quotations/tenders are received and to the time a decision is made on the acceptance or otherwise of the quotation/tender.

10. The requirement in paragraph 9 should be annually brought to the notice of the staff involved by means of a circular which they should be required to sign to indicate that they have read and understood it. In addition, they should sign an undertaking that they would not make any unauthorised disclosure of quotation/tender information.

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Procurement Procedures

11. The revised financial limits of procurement and their corresponding procurement arrangements and approving authorities are summarised below:

Financial limits Procurement arrangements

Approving authorities

$5,000 or below Competitive bidding not required for procurement of any stores or services provided that a member of school staff at an appropriate level certifies that such procurement is essential and the prices are fair and reasonable

Principal/Deputy Head [Note: For schools without Deputy Head, the approving authority rests with the Principal.]

Above $5,000 to $50,000 By oral quotations (at least two)

Above $50,000 to

$200,000

By written quotations (at least five)

Principal

Above $200,000 By tenders (at least five) Tender Approving Committee comprising the

School Supervisor/Manager, the Principal, a teacher and a representative of the Parent-Teacher Association or a parent manager

12. Schools may only make repeated procurement of the same items within 12 months by oral quotations and written quotations if the cumulative value of the procurement does not exceed $50,000 and $200,000 respectively. Schools must not split an order as a way to circumvent approval requirement or quotation/tendering procedures. Items of stores and services of the same category are to be grouped in the same quotation/tender schedule before inviting suppliers to bid. Schools should not evade the financial limits set out in paragraph 11 by dividing procurement requirements into instalments or by reducing the usual duration of contracts.

13. When inviting suppliers, the last successful supplier should always be invited to bid subject to satisfactory performance. For the remaining suppliers, schools may refer to the Supplier List provided by the EDB or other possible sources of supply identified. Suppliers should be invited by rotation to ensure equity.

For procurement at an estimated cost of up to $50,000 each

14. Procurement should be handled by school staff at an appropriate level.

School staff should note that a single procurement is taken as a bill of procurement of relevant items from a single company on any one occasion.

15. Suppliers may be contacted by phone/fax to invite oral quotations. They

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should be advised of the deadlines (i.e. closing date and time of the oral quotations) and the mode of return (i.e. by telephone, by hand, by fax, etc.).

16. If it is not possible to invite/receive the minimum number of oral quotations, an explanatory note should be made on the Purchase-by-Oral Quotation Form (see Annex II for reference), and it should be endorsed by the Panel Head of the subject or a staff member with the salary point not lower than Master Pay Scale Point 25.

17. School staff at an appropriate level should complete the Purchase-by-Oral Quotation Form with recommendations and submit it with the quotations received, if any, to the Principal/Deputy Head for approval. Before making recommendations, due consideration should also be given to the comparison between the price and quality of the stores and services offered by the suppliers and those available on the market. If the lowest quotation is not selected, school staff should record the reason why it is not chosen. Schools should keep the Purchase-by-Oral Quotation Form and the quotations received, if any, for audit purpose for a period of three calendar years after the completion of the order.

18. On approval by the Principal/Deputy Head, schools can then place orders.

19. Supervisory checks should be conducted randomly to satisfy that the quotations obtained are genuine. Responsible staff should date and initial on the Purchase-by-Oral Quotation Form to show that the quotations have been checked.

For procurement at an estimated cost of more than $50,000 each

20. The procurement procedures of written quotations and tenders are basically the same except those as stated in paragraphs 28, 34, 35, 45 and 46.

Preparation of written quotation/tender documents

21. To handle written quotation/tendering matters, schools should refer to the

“Notes for Preparation of Invitation to Written Quotation/Tender” at Annex III with a sample of invitation letter and separate written quotation/tender forms for procurement of stores and services. All these documents are for general reference only. Each school should seek its own independent legal advice and, where necessary, advice from the school’s technical advisers, on the terms and conditions to be adopted in the invitation letters and written quotation/tender document for each written quotation/tender exercise. The Government of the Hong Kong Special Administrative Region and its public officers shall not be liable for any losses, damage and claims of any nature whatsoever that may arise from the school’s adopting any of the terms or conditions of the sample invitation letter and/or the written quotation/tender forms.

22. A copy of the written quotation/tender form should be provided for each supplier invited. The suppliers invited should be given full specifications of the required stores and services and, whenever possible, samples should be provided or shown to the suppliers so that they are certain of the type and finish of the item required, particularly where furniture is concerned. Schools should also spell out the

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pre-determined assessment criteria and marking scheme, if applicable, in the written quotation/tender documents for reference of the prospective bidders.

23. The closing date and time for submission of written quotations/tenders must be clearly specified in the written quotation/tender invitation documents.

Invitation of written quotation/tender

24. Schools should seek written quotations for single procurement above $50,000 and up to $200,000, and tenders for single procurement above $200,000 from at least five suppliers. If it has not been possible to invite sufficient number of suppliers, the circumstances should be explained and recorded on file. Prior approval should also be obtained from the SMCs/IMCs.

25. Suppliers should be advised to return written quotations/tenders in duplicate under sealed envelopes marked “WRITTEN QUOTATIONS/TENDERS” with the written quotation/tender number and written quotation/tender closing date and time on the cover and addressed to the Principal by post title. It is advisable for schools to provide pre-addressed envelopes or envelope-covers to suppliers to avoid the omission of relevant data. Suppliers should be advised not to identify themselves on the written quotation/tender cover. Schools should indicate the names of suppliers who have been invited on a Written Quotation/Tender Summary and Approval Record (see Annex IV for reference) which has to be passed to the written quotation/tender opening authority for recording the details of the responses.

26. All written quotation/tender documents should be sent to the selected suppliers by registered mail. Schools should maintain on file the recorded delivery receipts issued by the post office, showing the names of the suppliers and the date of despatch for audit purpose.

Submission of written quotation/tender

27. Suppliers should return written quotations/tenders in duplicate to schools by mail or by hand. They should also be requested to return the written quotation/tender forms to the school stating “No Offer” even if they do not intend to submit any written quotation/tender.

28. Written quotations must be locked up and the key is to be kept by a member of school staff at an appropriate level whereas tenders must be placed into the tender box immediately upon receipt.

Tender Box

29. A tender box (see Annex V for reference) should be installed as a fixture in a permanent and convenient location in the General Office to ensure proper control over the receipt of tenders.

30. The tender box must be under double lock. The key to each lock must be held by different school staff, one of whom should be at a supervisory rank.

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31. The tender box must be opened at a specific time according to school’s tender opening schedule. Tenders must be opened immediately if they bear a tender closing date and time which are the same as the date and time when the tender box is opened.

32. In the event that a Black Rainstorm Warning or Tropical Cyclone Warning Signal No. 8 or above is issued, the tender box should be opened on the next working day at the same time.

33. A spare set of keys is to be held by the Principal in case any key holders are unavailable when the tender box is due for opening.

Opening and vetting of written quotation/tender

34. For written quotations, two staff members at an appropriate level will be appointed by the Principal for opening, vetting and referring written quotation documents to the appropriate subject teacher(s) and administrative staff for evaluation and recommendation before referring the written quotation documents to the Principal for consideration and approval.

35. For tenders, a Tender Opening and Vetting Committee (TOVC) should be set up as follows:

(a) The TOVC comprising two staff members (one with the salary point not lower than Master Pay Scale Point 25 and the other of a rank not lower than a Clerical Assistant or equivalent) will be appointed by the Principal at least three working days before the tender opening date. The two staff members of the TOVC should be appointed by rotation, whenever possible.

(b) No forward roster of serving the TOVC needs to be maintained. A history of appointments shall, however, be maintained by the Principal in case it becomes necessary to check on the composition of a particular TOVC at a later date.

(c) The TOVC is responsible for opening, vetting and referring tender documents to the appropriate subject teacher(s) and administrative staff for evaluation and recommendation before referring the tender documents to the Tender Approving Committee set out in paragraph 46 for consideration and approval.

36. The staff members assigned to open the written quotations are required to take action in line with the requirements set out in paragraph 37.

37. No tenders are to be opened before the tender closing date and time. The TOVC opens the tender box at the specified time on the closing day of the tender and identifies tenders due for closing on that day as well as late tenders for action. Tenders which bear a closing date later than the date of collection should be date-chopped and signed by all members of the TOVC, and then re-deposited into the tender box until

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this box is re-opened. The TOVC must ensure that the tender box is locked and return keys to the key holders. Once date-chopped, second date-chopping on these tender covers by subsequent TOVC is not necessary.

38. All written quotations/tenders should be sorted by the written quotation/tender opening authority in a locked-up room. In the event that the opening of written quotations/tenders for the day cannot be completed within the school hours, the written quotation/tender opening authority shall secure the written quotations/tenders in a safe place inside the locked-up room and continue the opening of written quotations/tenders the following day. The key of the room should be kept by the Principal.

39. If written quotation/tender covers are received without a closing date and time, the written quotation/tender opening authority will still open the written quotations/tenders and action will be taken in line with paragraphs 36 to 38 and 40 to 44 as appropriate. Written Quotation/Tender covers without closing dates but with other identifiable features (e.g. written quotation/tender title or written quotation/tender reference number) should not be opened until the written quotation/tender closing date.

40. Late written quotations/tenders should not be opened and their covers should be clearly marked “LATE WRITTEN QUOTATION/TENDER, RECEIVED BY THE WRITTEN QUOTATION/TENDER OPENING AUTHORITY ON ____________”

and initialed by all members of the written quotation/tender opening authority before referring them to the written quotation/tender approving authority to decide on their validity. In principle, late written quotations/tenders should not be considered unless only one supplier has been invited. Late written quotations/tenders which the approving authority does not want to consider further should be returned under a covering letter to the suppliers. Special attention is to be paid to fairness to other suppliers in case a late written quotation/tender is to be validated.

41. On opening written quotations/tenders, the written quotation/tender opening authority should initial, date-stamp and check all written quotations/tenders to see if both the original and duplicate copies of the written quotations/tenders are identical. If alterations/amendments are found on a written quotation/tender document, the written quotation/tender opening authority should ensure that the alterations/amendments on the original copy and the duplicate are identical and then circle the revised amount/rate in red on both copies as well as initial against the revised amount/rate.

42. The written quotation/tender opening authority should enter relevant information of all written quotations/tenders received in the Written Quotation/Tender Summary and Approval Record (see Annex IV for reference). Random enquiries should be made to find out and record the reasons for unreturned written quotations/tenders (e.g. lost in mail).

43. Only the original set of written quotations/tenders should be passed to the subject teacher(s)/administrative staff to make recommendations. The duplicate set should be kept separately under lock and key for checking against the original set if alteration of written quotations/tenders is suspected. Before making recommendations, due consideration should also be given to the comparison between

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the price and quality of the stores and services offered by the suppliers and those available on the market.

44. After vetting the written quotation/tender documents, requesting the subject teacher(s)/administrative staff to make recommendations on the written quotation/tender and completing the relevant parts of the Written Quotation/Tender Summary and Approval Record, the written quotation/tender opening authority will then pass this record and the written quotation/tender documents to the approving authority for consideration and approval.

Approval of written quotation/tender

45. For written quotations, the approving authority rests with the Principal.

46. For tenders, a Tender Approving Committee (TAC) comprising the School Supervisor/Manager, the Principal, a teacher and a representative of the Parent- Teacher Association or a parent manager should be set up. Members of the TAC are to be appointed by the SMC or IMC. The TOVC and the TAC must be made up of different staff members and the subject teacher(s)/administrative staff responsible for making recommendations are to be excluded.

47. Before considering the recommendations, the written quotation/tender approving authority should randomly check the originals against the duplicates to ascertain that they have not been tampered with.

48. Normally, the lowest offer to specifications should be selected. If this is not the case, reasons for rejecting the lower offers should be provided. If a marking scheme is adopted, normally the written quotation/tender attained with the highest overall score should be recommended for acceptance.

49. If written quotation/tender documents are not in order (e.g. no offer complies with written quotation/tender specifications; price unreasonably high; terms unacceptable such as demand for pre-payment), the written quotation/tender approving authority may give instruction to re-invite written quotation/re-tender with revised specifications, terms and conditions, where applicable.

50. After ensuring availability of funds, the written quotation/tender approving authority may then approve the recommended written quotation/tender. Unsuccessful suppliers may be informed of the outcome after the contract has been awarded.

51. Schools should place orders before the expiry of the written quotation/tender validity period.

52. Schools should retain all original written quotations/tenders submitted by the suppliers and written quotation/tender documents including the Written Quotation/Tender Summary and Approval Record for audit purpose for a period of three calendar years after the completion of the order.

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Single Quotation/Tendering

53. Procurement of stores and services should be made through competitive bidding as far as possible. Schools should note that single quotation/tendering should be fully justified and used only in circumstances when competitive bidding would not be an effective means of obtaining the requisite stores and services, for instance:

(a) where there is evidently only one potential supplier capable of providing the requisite stores and services;

(b) where for reasons connected with the protection of copyrights or technical reasons;

(c) where services are to be provided by utility companies; or

(d) where maintenance is to be executed on patent or specialized equipment and where the warranty of the equipment gives the supplier of the equipment the exclusive right to carry out the maintenance service.

54. Single quotation/tendering procedures could only be initiated with the prior approval from relevant authority set out as follows and with the decisions together with justifications be properly documented:

(a) For procurement at an estimated cost of up to $50,000 each, prior approval has to be obtained from the Panel Head of the subject or a staff member with the salary point not lower than Master Pay Scale Point 25.

(b) For procurement at an estimated cost of more than $50,000 each, prior approval has to be obtained from the SMCs/IMCs.

55. Schools should follow the same procurement procedures applicable to competitive bidding for quotation/tender.

Involvement of School Sponsoring Bodies (SSBs) in Schools’ Procurement Activities

Acquiring stores and services through SSBs

56. When SSBs are delegated by the SMCs/IMCs to carry out procurement activities on behalf of the schools, SSBs are required to follow the same procurement procedures as the aided schools.

57. Before delegations take place, prior approval must be obtained from the SMCs/IMCs and such records should be properly documented.

58. All relevant procurement records (including the invoices and payment vouchers, if any) should be made available to schools for audit purpose. The

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SMCs/IMCs have the obligation to ensure SSBs’ compliance with the procurement requirements set out in this set of Guidelines.

Acquiring stores and services from SSBs

59. If SSBs wish to provide stores and services to their schools, they should be treated as one of the bidders and subject to competitive bidding and the same selection procedures applicable to other bidders.

60. The SMCs/IMCs should ensure that the SSBs concerned are treated equally and fairly as other bidders. Special attention is drawn to declaration of conflict of interest as set out in paragraph 5.

Acquiring stores and services from SSBs by single quotation/tendering

61. Schools must observe the requirements as set out in paragraph 53 and prior approval must be obtained from the SMCs/IMCs.

62. To enable SMCs/IMCs to determine whether to accept the offer of SSBs or not, SSBs should submit price quotation with cost breakdown for the stores and services. After vetting the quotation/tender offered by the SSBs, the accepting authority rests with the SMCs/IMCs. The decision of the SMCs/IMCs together with the grounds leading to the decision should be properly documented.

63. In handling the single quotation/tender submitted by the SSBs, SMCs/IMCs should refer to the “Checklist for Issue and Vetting of Single Quotation/Tender for Supplies of Stores and Services by School Sponsoring Body” at Annex VI.

Sub-contracting

64. To ensure quality of services, schools are not advised to accept contractor sub-contracting service/procurement to a third party. If considered appropriate, schools may set out the following in their quotation/tender invitation:

(a) The contractor shall not sub-contract, assign or otherwise transfer or dispose of the contract or any part thereof or any rights and obligations without the prior written consent of the SMCs/IMCs.

(b) The contractor shall not, without the prior written consent of the SMCs/IMCs, enter into any sub-contract with any person for the performance of any part of the contract. If the contractor considers it necessary to sub-contract the work/services, the contractor shall submit the proposed sub-contract to the SMCs/IMCs for approval. The SMCs/IMCs reserve the right to grant permission for sub-contracting and determine the terms and conditions of the sub-contract.

(c) The contractor shall remain fully liable and shall not be relieved from any of its relevant obligations by entering into any sub-contract for the performance of any part of the contract and the contractor shall be responsible for the acts,

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defaults or neglect of any sub-contractor, its employees and agents.

Services from Social Enterprises

65. It is the Government’s objective to enable people with disabilities (PWDs) to integrate into the community through the process of vocational rehabilitation and eventual gainful employment. While not affecting the quality of services provided to the students at large and with the prior approval from their SMCs or IMCs, schools are encouraged to procure services provided by social enterprises set up by non- governmental organisations (NGOs) which employ PWDs when opportunities arise to promote self-reliance and employment opportunities for PWDs. These organisations create training and work opportunities for PWDs and run diversified business which includes services on a longer-term (such as cleaning service, repair and maintenance, transportation service, tuck-shops in schools) as well as services on a one-off basis (such as catering services for school functions, painting, non-structural renovation works). The services provided by these disabled people to schools would also help heighten students’ awareness of the diversity of our society and promote social harmony.

66. For details of services provided by social enterprises set up by NGOs which employ PWDs, schools may visit the website of the Marketing Consultancy Office (Rehabilitation) of the Social Welfare Department at http://www.mcor.swd.gov.hk or the Social Enterprise Resource Web at http://www.socialenterprise.org.hk. Schools may also contact the Marketing Consultancy Office (Rehabilitation) direct at 2835 2709.

Supplies Inspection Team

67. The EDB will conduct inspections to schools to ensure compliance with the procurement procedures as laid down in this set of Guidelines and to advise on supplies management and inventory control.

Other Useful References

68. For more details of the procurement procedures and the handling of government subventions, schools may refer to the “Tips on Handling Government Subventions for Aided Schools” available on the EDB homepage [http://www.edb.gov.hk/en/index.html (EDB homepage  School Administration and Management  Financial Management  General Finance)]. Other useful information can also be found in “The Integrity Management for Schools – A Practical Guidebook for School Staff” available on ICAC homepage [http://www.icac.org.hk (ICAC homepage  Services and Resources  Publications  Education Sector)]

and “Procurement” (ICAC homepage  Prevention and Education  Corruption Prevention Best Practices  Procurement) published by the Corruption Prevention Department of the ICAC.

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Summary Workflow of Procurement Procedures in Aided Schools (Estimated Cost of up to $50,000 each)

Above $5,000 to $50,000

Competitive bidding not required provided that a member of school staff at an appropriate level certifies that such procurement is essential and the prices are fair and reasonable. (para. 11)

Obtain approval from the Principal/Deputy Head and then place orders. (para. 11)

Invite at least 2 oral quotations by phone/fax.

(para. 15)

Complete the Purchase-by-Oral Quotation Form with recommendations from school staff at an appropriate level and submit it to the Principal/Deputy Head for approval.

[Note: Give due consideration to the comparison between the price and quality of the stores and services offered by the suppliers and those available on the market.]

(para. 17)

Procurement at an estimated cost of up to $50,000 each

Obtain approval from the Principal/Deputy Head and then place orders. (para. 18)

Select the lowest quotation, otherwise record the reason why it is not chosen. (para. 17)

If it is not possible to invite/receive the minimum number of oral quotations, an explanatory note should be made on the Purchase-by-Oral Quotation Form (see Annex II for reference), and it should be endorsed by the Panel Head of the subject or a staff member with the salary point not lower than Master Pay Scale Point 25. (para.

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$5,000 or below

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Summary Workflow of Procurement Procedures in Aided Schools (Estimated Cost of more than $50,000 each)

Above $200,000

Invite tenders from at least 5 suppliers. (para. 11)

Appoint 2 staff members at an appropriate level by the Principal for opening, vetting and referring written quotation documents to the appropriate subject teacher(s) and administrative staff for evaluation and recommendation.

(para. 34)

Appoint the TOVC comprising 2 staff members (one with the salary point not lower than Master Pay Scale Point 25 and the other of a rank not lower than a Clerical Assistant or equivalent) by the Principal for opening, vetting and referring tender documents to the appropriate subject teacher(s) and administrative staff for evaluation and recommendation. (para. 35)

Lock up the written quotations received. (para. 28) Place tenders received into the tender box under double lock. (para. 28)

Open the written quotations/tenders at the specified time on the closing day of the written quotation/tender. (para. 37)

Initial, date-stamp and check all written quotations/tenders to see if both the original and duplicate copies of the written quotations/tenders are identical. (para. 41)

Enter relevant information of all written quotations/tenders received in the Written Quotation/Tender Summary and Approval Record. (para. 42)

Pass on the original set of written quotations/tenders to the subject teacher(s)/administrative staff to make recommendations.

[Note: Give due consideration to the comparison between the price and quality of the stores and services offered by the suppliers and those available on the market.] (para. 43)

Pass on the Written Quotation/Tender Summary and Approval Record to the approving authority for consideration and approval. (para. 44)

Obtain approval from the Principal. (paras. 45 & 50) Obtain approval from the TAC. (paras. 46 & 50) Select the lowest offer to specifications or else provide reasons for rejecting the lower offers. (para. 48)

Place orders before the expiry of the written quotation/tender validity period. (para. 51) Above $50,000 to $200,000

Procurement at an estimated cost of more than $50,000 each

Invite written quotations from at least 5 suppliers. (para. 11)

If it has not been possible to invite sufficient number of suppliers, obtain prior approval from the SMCs/IMCs. (para. 24)

Send all written quotation/tender documents to the selected suppliers by registered mail. (para. 26)

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14

Annex I (for school’s reference only)

Sample Form for Declaration of Conflict of Interest

Part A – Declaration of Interest 1

To: *Supervisor/Chairman of the *School Management Committee/Incorporated Management Committee

I understand that if I, my family members and close relatives and personal friends have any direct or indirect interest in any *person/company which has business dealings with the school, I shall make a declaration to the *School Management Committee/Incorporated Management Committee.

I would like to declare the following *existing/potential conflict of interest situation arising from the discharge of my duties concerning the procurement of stores and services of the school:-

a) *Persons/companies with *whom/which I have official dealings *and/or private interests:

___________________________________________________________________

___________________________________________________________________

b) Brief description of my duties which involve the *persons/companies mentioned in item (a) above:

___________________________________________________________________

___________________________________________________________________

Signature: ______________________

Position and Name: ______________________

Date: ______________________

Part B – Record of Resolution of the School Management Committee/Incorporated Management Committee

With respect to the above declaration,

 (name of the person making the declaration) should refrain from performing or getting involved in performing the *work/duty, as described in Part A, which may give rise to a conflict.

 (name of the person making the declaration) may continue to handle the *work/duty as described in Part A, provided that there is no change in the information declared above.

 Others (please specify)

Signature: ____________________

(*Supervisor/Chairman of the *SMC/IMC) 2 Date of Meeting/Date: ____________________

(*Delete as appropriate)

1 In the daily operation, as circumstances or events warrant, the persons concerned should draw other members’ attention to their perceived conflict of interest. When such a situation arises, the SMC/IMC, or the school principal as appropriate, should decide whether the person disclosing an interest shall be required to abstain from the duty assigned, or to abstain from the deliberation and decision on the subject.

2 For declarations made by school staff (excluding school principal) in respect of procurement of stores and services, the SMC/IMC may delegate the approving authority to the school principal.

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15

Annex II (for school’s reference only)

School Ref.:

To : * Principal/Deputy Head

Purchase-by-Oral Quotation Form

I have invited the following oral quotations (above $5,000 to $50,000) for supply of stores or services. After comparing the price and quality of the stores or services offered by the suppliers and those available on the market, I wish to recommend acceptance of the * lower/higher offer from ____________________________. The reasons for not accepting the lowest offer are as follows : _______________________________________________________

______________________________________________________________________________

______________________________________________________________________________

Item No.

Brief Description of Item

Quantity Required

Name and Phone Number of Supplier

Unit Price

Total Amount

Offer Accepted

“”

(1) (2)

If less than two quotations are invited/received, please provide reasons in the box below : Less than two quotations are invited/received because ___________________________

Endorsed by : __________________ (Rank ________/ Post _________)

As the item is required by ________________________, I have requested the supplier to deliver the item on or before __________________________, if approved. Payment may be effected after satisfactory receipt of the stores on ________________________.

I confirm that the above item is a single procurement and not part of a large consignment to be procured by instalments.

Quotation invited by : Signature :

Rank : Date :

---

* I certify that the oral quotation procedures are in order and approve the above recommendation;

or

* I consider that re-inviting the oral quotation is required; or

* I disapprove the recommendation because ________________________________

Signature of :

* Principal/Deputy Head Date :

*Please delete as appropriate

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16

Annex III (for school’s reference only)

Notes for Preparation of Invitation to Written Quotation/Tender

Notes for Preparation of Invitation to Written Quotation (above $50,000 to

$200,000)/Tender (above $200,000) Letter (Annex III a)

Firm Name and Address - As indicated in the EDB Supplier List, etc.

School Ref. No. - According to the school’s filing series.

Date - The date of mailing of invitation despatched by Registered Mail.

Para. 2 - Indicate the category of stores to be supplied or the services to be undertaken.

e.g. (i) “Written Quotation/Tender for the supply of scientific equipment”

(ii) “Written Quotation/Tender for the service of repair of school furniture”

DO NOT USE ONE INVITATION FOR TWO CATEGORIES OF STORES INVOLVED.

... addressed to the Principal, and full postal address of the school

... “noon on (date)” refers to the written quotation/tender closing date which has been set.

Capital letters be printed, e.g. 23 APRIL 2013.

It is preferable to set the closing date on Monday because there will be four and a half consecutive

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17

working days for completion of the Written Quotation/Tender Summary and Approval Record at Annex IV. At least three weeks should be given to suppliers before written quotation/tender closes.

Notes for Preparation of Written Quotation/Tender Schedule (attached at Annex III a) The school may use large sheets or continuation sheets with page number inserted at the right hand corner on the top but the format should be the same as illustrated.

Wider spacing should be provided between the items.

Notes for Preparation of Written Quotation/Tender Form for Stores (Annex III b)

The heading - Written Quotation/Tender form for the

supply of ...

(Insert the category of stores required.) School Ref. No. ) - Identical to those as specified in the Written Quotation/Tender Closing date ) written quotation/tender invitation.

and time )

PART II - To be examined by the school and to ensure that this part is completed by the supplier.

Notes for Preparation of Written Quotation/Tender Form for Services (Annex III c) Same application as above except the category of services to be provided should be inserted in the heading.

e.g. …... FOR THE SERVICE OF REPAIRING FURNITURE ...

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18

Annex III a (for school’s reference only)

Invitation to Written Quotation/Tender Letter

(Suppliers should be reminded not to identify their companies on the envelopes) _______________________________________________________________________________

School Ref. No. Date

Firm name and address

By Registered Mail

Dear Sirs,

INVITATION TO WRITTEN QUOTATION/TENDER WRITTEN QUOTATION/TENDER FOR THE SUPPLY OF

(Specify the category of stores or services)

You are invited to quote/tender for the supply of the stores or services as specified in the enclosed written quotation/tender schedule. If you are not prepared to accept a partial order, please state this clearly on the written quotation/tender schedule.

2. Your sealed written quotation/tender, in duplicate, should be clearly marked on the envelope:

Written Quotation/Tender for ____________________________________________

The envelope should be addressed to __________________________________________

_______________________ and arrive not later than 12:00 noon on (date) ____________.

Late written quotations/tenders will not be accepted. Your written quotation/tender will remain open for 90 days from the “Closing Date”, and you may consider your written quotation/tender to be unsuccessful if no order is placed with you within these 90 days. You are requested to note that unless Part II of the written quotation/tender form is completed, the written quotation/tender will not be considered.

3. If you are unable or do not wish to quote/tender, it would be appreciated if you return the written quotation/tender form with reason to the above address at your earliest convenience.

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19

4. Written Quotations/Tenders will be accepted on an * ‘overall’/ ‘group’/ ‘itemised’

basis.

Yours sincerely,

( )

* Please delete as appropriate

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20

Written Quotation/Tender Schedule (to be completed in duplicate)

(Columns 4, 5 and 6 to be completed by Supplier)

(1) Item No.

(2)

Description/Specification

(3) Quantity Required

(4) Unit Rate

(HK$)

(5) Total Amount

(HK$)

(6) Delivery

Offered

Delivery required

We/I understand that if we/I fail to supply the stores or services as offered in our/my written quotation/tender upon accepting school’s order, we are/I am prepared to pay the price difference to the school if such stores or services are obtained from elsewhere.

Company Chop

Name of Supplier: _____________________________

Name and Signature of Person authorized to sign Written Quotation/Tender

Name (in block letters): _________________________ Signature: ____________________

Date: ___________________________________

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21

Annex III b (for school’s reference only)

Written Quotation/Tender Form for Stores

WRITTEN QUOTATION/TENDER FORM FOR THE SUPPLY OF (Specify the category of stores)

Name and Address of School:

School Ref. No. (to be entered by school):

Written Quotation/Tender Closing Date and Time (to be entered by school):

PART I

The undersigned hereby offers to supply all or any part of the items described in the written quotation/tender schedule attached with the delivery term quoted therein against the date of a firm order placed by the school at the price or the prices quoted in the written quotation/tender schedule free of all other charges and in accordance with any drawings and/or specifications provided by the school. In so doing, the undersigned acknowledges that all items not otherwise specified shall be in accordance with British Standard specifications where such exist; written quotations/tenders shall REMAIN OPEN FOR 90 DAYS after the Closing Date; and the school is not bound to accept the lowest or any written quotation/tender and reserves the right to accept all or any part of any written quotation/tender within the period during which the written quotation/tender remains open. The undersigned also warrants that his Company’s Business Registration and Employees’ Compensation Insurance Policy are currently in force and that the items which his Company offers to supply do not to his knowledge infringe any patents.

PART II

RECONFIRMATION OF WRITTEN QUOTATION/TENDER VALIDITY

With reference to Part I of this written quotation/tender document, it is reconfirmed that the validity of written quotation/tender offered by this company remains open for 90 days from ____________.

The undersigned also agrees to accept the fact that once the validity of written quotation/tender is reconfirmed, the pre-printed clause specified in the Company’s written quotation/tender forms in regard to this nature shall NOT apply.

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22

Dated this ____________________day of ___________________________20_____.

Name (in block letters) : __________________________________

Signature : _____________________ in the capacity of ________________________

(state official position e.g. Director, Manager, Secretary)

Duly authorized to sign written quotations/tenders for and on behalf of : -

_____________________________________________________________________

whose registered office is situated at _______________________________________

_____________________________________________Hong Kong.

Telephone No. : Fax No. :

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23

Annex III c (for school’s reference only)

Written Quotation/Tender Form for Services

WRITTEN QUOTATION/TENDER FORM FOR THE SERVICE OF (Specify the category of services)

Name and Address of School:

School Ref. No. (to be entered by school):

Written Quotation/Tender Closing Date and Time (to be entered by school):

PART I

The undersigned hereby offers to undertake the service as described in the written quotation/tender schedule within the period of time as specified therein from the date of a firm order placed by the school at the price or prices quoted in the written quotation/tender schedule including labour, materials, all other charges and in accordance with the details provided by the school. In so doing, the undersigned acknowledges that all items not otherwise specified shall be provided in accordance with such details; written quotations/tenders shall REMAIN OPEN FOR 90 DAYS after the Closing Date; and the school is not bound to accept the lowest or any written quotation/tender and reserves the right to accept all or any part of any written quotation/tender within the period during which the written quotations/tenders remain open. The undersigned also warrants that his Company’s Business Registration and Employees’ Compensation Insurance Policy are currently in force and that the service which his Company offers to undertake will not cause any damage to the school’s premises.

PART II

RECONFIRMATION OF WRITTEN QUOTATION/TENDER VALIDITY

With reference to Part I of this written quotation/tender document, it is reconfirmed that the validity of written quotation/tender offered by this company remains open for 90 days from _____________.

The undersigned also agrees to accept the fact that once the validity of written quotation/tender is reconfirmed, the pre-printed clause specified in the Company’s written quotation/tender forms in regard to this nature shall NOT apply.

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Dated this ______________day of ______________________________20________.

Name (in block letters) : __________________________________

Signature : _____________________ in the capacity of ________________________

(state official position e.g. Director, Manager, Secretary)

Duly authorised to sign written quotations/tenders for and on behalf of : -

_____________________________________________________________________

whose registered office is situated at ________________________________

_____________________________________________Hong Kong.

Telephone No. : Fax No. :

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25

Annex IV (for school’s reference only)

Written Quotation/Tender Summary and Approval Record of Written Quotation/Tender No. _______

for the supply of _________________________(Stores or Services)

Name of School : _______________________________________________________

School Written Quotation/Tender Reference : ________________________________

Date of Issue : Date of Closing : _____________________

Date of Approval : ________________

Validity of Written Quotation/Tender up to : ________________

Supplier’s

Name Offer No Offer

Received Late

No Reply

Brief Description

of Item

Recommendation Quantity

Required

Total Cost

We certify that we have date-stamped, initialed on and vetted every written quotation/tender

For written quotation

Signature of teacher/administrative staff: _____________

Name (in Block Letter): __________________________

Signature of teacher/administrative staff: _____________

Name (in Block Letter): __________________________

For tender

Signature of TOVC Chairperson: ___________________

Name (in Block Letter):__________________________

Signature of TOVC Member: ______________________

Name (in Block Letter) ___________________________

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I recommend the written quotation/tender as indicated above

Signature of teacher/administrative staff: _____________

Name (in Block Letter): __________________________

* I/We certify that the written quotation/tender vetting procedures are in order and approve the above recommendation

OR

* I/We consider that re- inviting written quotation /re-tendering is required

OR

* I/We disapprove the recommendation because ____________________

____________________

*Please delete as appropriate

For written quotation

Signature of Principal: ___________________________

Name (in Block Letter): __________________________

For tender

Signature of TAC Chairperson: ____________________

Name (in Block Letter):__________________________

Signature of TAC Member: _______________________

Name (in Block Letter):__________________________

Signature of TAC Member: _______________________

Name (in Block Letter): __________________________

Signature of TAC Member: _______________________

Name (in Block Letter): __________________________

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27

Annex V (for school’s reference only)

Tender Box Design

Size 12” (W) 18” (H) 10” (D) with an opening of 1” x 12” at the front.

Material plywood of 5/8” thick.

Design 2 locks and a concave door handle with wordings of “Tender Box”.

10”

12”

18”

1”

TENDER BOX

投 標 箱

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Annex VI

Checklist for Issue and Vetting of Single Quotation/Tender for Supplies of Stores and Services by School Sponsoring Body (SSB)

1. Issue of single quotation/tender

1.1 Is the procurement by single quotation/tender fully justified?

Single quotation/tendering procedures should be used only when open competitive quotation/tender exercise would not be an effective means of obtaining the requisite supplies or services.

Yes/No

1.2 Whether prior approval has been sought from SMC/IMC to adopt single quotation/tendering procedures? The following information should be provided to SMC/IMC for consideration when seeking their approval –

(a) describe the stores and services to be procured;

(b) state the estimated cost; and

(c) explain why single quotation/tender is invited.

Yes/No

1.3 Have officers involved in preparing quotation/tender documents and assessing quotations/tenders declared their interest according to paragraph 5 of the Guidelines?

Yes/No

1.4 Whether the justifications and SMC/IMC’s approval for adopting single quotation/tendering procedures have been properly recorded for audit purpose?

Yes/No

1.5 Has the SSB (being invited to submit quotation/tender under the single quotation/tendering arrangement) submitted quotation/tender in the same manner as stipulated in paragraphs 27 to 33 of the Guidelines?

Yes/No

2. Vetting of quotation/tender received from SSB

2.1 Has the quotation/tender been opened and vetted by the school’s quotation/tender opening and vetting authority in accordance with paragraphs 34 to 44 of the Guidelines?

Yes/No

2.2 Whether breakdown of the quoted/tendered price by types of stores and services and by major components or items has been given by the SSB?

(Suggested templates for breakdown of the quotation/tender price for provision of management and financial services, information systems and training services are at Annexes VI a, b and c for

Yes/No

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29

reference).

2.3 Whether the price of the quotation/tender offer is considered fair and reasonable by SMC/IMC? In doing so, SMC/IMC should substantiate its conclusion by –

(a) comparing the offer of SSB against the quotation/tender documents to ensure that the offer of SSB conforms with the specifications and terms and conditions laid down in the quotation/tender documents;

(b) comparing the quoted/tendered price and the relevant cost breakdown against the market price of the same or similar products or services, if available, to see that they are comparable; and

(c) comparing the quoted/tendered price against the estimated cost submitted to SMC/IMC for consideration when seeking its approval for adopting single quotation/tendering procedures, to ensure that they are comparable.

Remark: If the answer to this question is “No” (i.e. the quotation/tender received does not comply with the specifications, price unreasonably high or not comparable to market price, terms unacceptable), schools should consider to cancel the quotation/tender exercise and re- invite quotation/re-tender with revised specifications, terms and conditions. Where applicable, open competitive quotation/tender exercise should be considered.

Yes/No

2.4 When price negotiation is required, has the school drawn up a negotiation brief setting out the directions and targets to be achieved as well as the baseline for negotiation? If yes, has prior agreement of SMC/IMC been obtained on the negotiation brief?

Yes/No

2.5 Whether the SMC/IMC’s assessment on and acceptance of the quotation/tender offered by the SSB have been properly recorded for audit purpose?

Yes/No

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Annex VI a

Template for Breakdown of Quotation/Tender Price for

Provision of Management and Financial Services

(Note)

Item Daily Rate

$

No. of Man-days

Total Amount

$ (A) Services A (e.g. Review of Accounting System)

1) Staff Costs

- Senior Professional/Senior Manager - Professional/Manager

- Administrative Assistant - Others (please specify) 2) Reimbursement Charges

- Travelling - Photocopying

- Others (please specifiy) 3) Other costs (please specify)

Total (B) Services B (e.g. Legal Charge for Incorporation)

1) Staff Costs

- Senior Professional/Senior Manager - Professional/Manager

- Administrative Assistant - Others (please specify) 2) Reimbursement Charges

- Travelling - Photocopying

- Others (please specifiy) 3) Other costs (please specify)

Total

Note: If the total cost to be incurred by SSB is shared by a number of schools under the same SSB, SSB is required to provide the information on the apportionment basis (e.g. based on the number of classes/students of the respective schools) and the sharing percentage of individual schools as well.

The sum of the sharing percentages for the schools concerned should not exceed 100%.

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31

Annex VI b

Template for Breakdown of Quotation/Tender Price for

Provision of Information Systems

(Note)

(A) Hardware Name of

System/Features Description Model No. Quantity Unit Rate

$

Total Amount

$

Sub-total (B) Software

Name of

System/Features Description Model No. Quantity Unit Rate

$

Total Amount

$

Sub-total (C) Development Cost

Item Daily Rate

$

No. of Man-days

Total Amount

$ 1) Staff costs

- Senior Consultant/Senior Manager - Consultant/Manager

- System Analyst - Programmer

- Others (please specify) 2) Other costs (please specify)

Sub-total (D) On-going Maintenance and Support

Item Description Total Amount

$ Hardware Annual Maintenance Charge

Software Annual Licence Fee

Annual Maintenance Charge

Sub-total Grand Total (A + B + C + D)

Note: If the total cost to be incurred by SSB is shared by a number of schools under the same SSB, SSB is required to provide the information on the apportionment basis (e.g. based on the number of classes/students of the respective schools) and the sharing percentage of individual schools as well. The sum of the sharing percentages for the schools concerned should not exceed 100%.

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Annex VI c

Template for Breakdown of Quotation/Tender Price for

Provision of Training Services

(Note)

Item Price

$

No. of classes offered

Total Amount

$ (A) Cost for one class for subject A

- training staff cost - training material cost

- other overhead (please specify)

Sub-total (B) Cost for one class for subject B

- training staff cost - training material cost

- other overhead (please specify)

Sub-total

Total (A+ B)

Note: If the total cost to be incurred by SSB is shared by a number of schools under the same SSB, SSB is required to provide the information on the apportionment basis (e.g. based on the number of classes/students of the respective schools) and the sharing percentage of individual schools as well. The sum of the sharing percentages for the schools concerned should not exceed 100%.

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Guideline I.2.a

Maintenance of Estate Aided Schools

A Guide to the Services Provided by Housing Department Generally

1. Apart f rom acting as the landlo rd f or the G overnment in m aintaining the external and structural elem ents of t he estate aided school s, the Housing Departm ent is responsible for providing internal m aintenance services to th ese estate aided sch ools. The Estate Management Division of the H ousing Depa rtment is involved in the provision of maintenance services to estate aided schools.

2. Once the estate aided schools have identified the internal m ajor repair works which they require in their annual application for funding in response to the Education Bureau' s call- circular, th e Housing Departm ent will undertak e all th e subsequent detailed work of processing the application and, once approved for funding by the Education Bureau, will arrange for the work to be undertaken on-site at the earliest possible tim e convenient to the schools.

Services to School Supervisors' New Applications for Major Repairs

3. The Housing Department's service in respect of applications for funding of internal works for inclusion in the following year's Draft Estimates of the Education Bureau will be as follows : (a) In preparing the m ajor repairs estim ates application, the school Supervisors should

consider to re-include those rejected item s of works in the last year' s return, should the situation warrant.

(b) The Education Bureau will exe rcise an ini tial screen ing of the applica tions and w ill request the Estate Managem ent Division of the Housing Department to provide professional and technical advice together with estimated costs on the proposed major repairs items. The Maintenance Division' s staff will contact each school to arrange for site inspections and discussions with the sc hool Supervisor/Principal/Head to es tablish the f ull de tails of th e work reque sted. In th e m eeting(s), the Es tate Manag ement Division's staf f will advise the sch ool which item s are considered to be "essen tial",

"desirable b ut not es sential" or "not necessary" in the c ontext of keeping the school premises in a state of repair as well as items of improvement.

(c) Upon reach ing agreem ent with th e school, the Estate Managem ent Division of the Housing Department will prov ide the Educatio n Bureau w ith the Estimation Sheet f or each estate aided school for budgetary and funding purposes.

Approved Major Repairs Works

4. For those works which the Education Bureau ha s approved to be funded in a certain financial year, the Housing Department will contact the relevant estate aided schools during the month of April/May of that financial year to proceed with the following :

(a) Upon receipt of information from the Education Bureau on the approved items of major repairs for individual estate ai ded school, the Estate Manage ment Division's staff of the

Figure

Updating...

References

Related subjects :