You are on page 1of 43

CONSULTANT

May be Filipino or foreigner


Has the appropriate education, training
and relevant experience

HIRING OF CONSULTANTS
Filipino consultants shall be hired if
required expertise and capability are
available. (EO 278)
If not available locally, foreign consultants
may be hired.

PROVISIONS OF THE IRR OF RA 9184


RELATING TO
PROCUREMENT OF
CONSULTING SERVICES

Standard Bidding Procedures for


Consulting Services
Pre-Procurement
Conf.

Shortlisting

Bid Evaluation
&
Ranking

Advertisement

Pre-Bid
Conference

Negotiation

Submission
of
Bids

PostQualification

Submission and Opening of


Eligibility Envelopes
(Eligibility Check)

Opening of
Technical Envelopes
& Preliminary Exam.

Award of
Contract

CONSULTING SERVICES
Specialized expertise provided for a
client in the performance of a specified
task over a specified period of time
Example:

Design of a facility
Economic and Financial Analysis
Management Advisory Services
Construction Supervision

PRE-PROCUREMENT
CONFERENCE
To ensure that the procurement is in
accordance with the project and
agency procurement plan
To determine the readiness of
procurement at hand (availability of
funds, clarity of TOR)

PRE-PROCUREMENT
CONFERENCE
Review/agree on the criteria for
eligibility screening/short listing
Determine number of shortlist of firms

Review/agree on the criteria for


evaluation of proposals
Determine evaluation procedure (Quality-based or
Quality-cost based)

ADVERTISEMENT
At least once in one (1) newspaper of general
nationwide circulation which has been regularly
published for at least two (2) years
Posted in the website of the agency and the EPS

ADVERTISEMENT

Posted in a conspicuous place in the agency


concerned

For contracts costing P1,000,000 and below or


those with duration of 4 months or less, posting in
the website, G-EPS and conspicuous place in the
agency concerned would suffice

LETTER OF INTENT

Must be received by the BAC not later than


7 days from last date of posting of the
IAEB
Upon receipt, the list of eligibility /
shortlisting requirements shall be provided
by the BAC Secretariat

ELIGIBILITY DOCUMENTS
Class A Documents
Legal
SEC or DTI Registration Certificate
Valid and current municipal
license/Mayors permit
Tax Identification Number
Statement that Consultant is not
blacklisted by any government agency

ELIGIBILITY DOCUMENTS
Tax Clearance/ Tax Returns per BIR EO
398
Certificate of GEPS Registration
Technical
Statement of completed, ongoing and
contracts awarded but not yet started
(government and private contracts) within
the period specified in the IAEB

ELIGIBILITY DOCUMENTS
Types of equipment owned, under lease
and/or under purchase agreement
Key staffs,partners or principal officers of the
consulting firm and their respective
curriculum vitae
Financial
Audited financial statements, stamped
received by the BIR or its duly authorized
institution

ELIGIBILITY DOCUMENTS
Class B Documents
Valid joint venture agreement, if any.
(each member of the JV shall submit the
eligibility documents)
Letter authorizing agency to verify all
submitted documents

Eligibility Check
Eligibility
Requirements Firm 1 Firm 2 Firm 3 Firm 4 Firm 5
DTI/SEC
Registration
Mayors Permit
TIN
List of Projects

SHORT-LISTING
To determine the most qualified firms to
undertake the project
Shortlist of consultants to be drawn from
those eligible
Shortlist shall consist of 3 to 7 consultants,
with 5 as preferable number
If less than the required number pass the
minimum score, BAC shall consider the
same

SHORT-LISTING
Applicable experience of Consultants
Qualification of personnel to be assigned
to the job (education,work experience,
number of years in firm, etc.)
Current work load relative to capacity

30%
50%

20 %

BID DOCUMENTS
Technical Envelope

Bid Security
Authority of the Signatory
Organizational Chart
List of completed and on-going
projects
Approach, work plan, and schedule

BID DOCUMENTS
List of key personnel to be assigned
Certificate under oath of compliance with
Labor Laws
Disclosure Affidavit
Statement attesting compliance with
responsibilities of bidder

Financial Envelope
Financial Proposal

PRE-BID CONFERENCE
For contracts P1.0M and above, at least one (1)
pre-bid conference
For contracts below P1.0M, discretion of BAC
Attendance of the bidders not required

Shall be held at least 12 days before deadline for


the submission and receipt of bids

SUPPLEMENTAL BULLETIN
Requests for clarification must be in writing
and submitted at least 10 days before deadline
for submission and receipt of bids
Supplemental bulletins shall be issued 7 days
before deadline for the submission and
opening of bids
Supplemental bulletin shall also be posted on
the agency website

SUBMISSION AND OPENING OF


BIDS
Bids shall be submitted/opened at the place,
date and time specified in the IAEB
Bids may be modified before the deadline for the
submission and receipt of bids.
Bids may be withdrawn before the deadline for
the receipt of bids. Withdrawal after deadline
shall be subject to sanctions.
Bid security now required for Consulting
Services.

BID EVALUATION

QUALITY-BASED

Simultaneous submission of both Technical and


Financial proposals in separate sealed envelopes

Technical proposals shall be evaluated first and


the consultants ranked

First-in-rank consultant shall be invited for


contract and financial negotiations

BID EVALUATION

QUALITY-COST BASED
Ranking

is based both on the Technical


and Financial Proposals

Technical

and Financial proposals shall be


given corresponding weights

Financial

proposal shall be given weights


of 15% up to maximum of 40%

For QCBE
Evaluation
Firms whose TPs did not meet the minimum
qualifying score will have their financial
proposals (FPs) returned unopened

Opening of financial proposals


Only firms whose TPs meet the qualifying score
shall be invited to the opening of FPs on a
separate date/time set by the BAC

FIRM

TECHNICAL FINANCIAL
SCORE
SCORE
(75%)
(25%)

FINAL
SCORE

RANK

84

100

88.00

86

91

87.25

85

83

84.50

80

77

79.25

83

71

80.00

For QCBE
Lowest financial proposal is given 100 points
Other financial proposals are scored as follows:
Fplowest x 100
FPn

Example
P 1.0 million
100 points
P 1.0 million

P 1.0 million 83 points


P 1.2 million

P 1.0 million
90 points
P 1.1 million

P 1.0 million 77 points


P 1.3 million

For QCBE
To eliminate biased scoring of technical
proposals, it is recommended that the highest
and lowest scores for each criterion shall not be
considered in determining the average scores
Observe the Confidentiality Rule
Evaluation process shall be completed in 21
days

EVALUATOR

FIRM 1

FIRM 2

FIRM 3

FIRM 4

FIRM 5

95

75

84

83

84

84

88

86

81

82

84

86

85

79

84

83

85

84

79

82

84

87

86

80

83

AVERAGE
(5E)

86.0

84.2

85.0

80.4

83.0

RANK

EVALUATOR

FIRM 1

FIRM 2

FIRM 3

FIRM 4

FIRM 5

95

75

84

83

84

84

88

86

81

82

84

86

85

79

84

83

85

84

79

82

84

87

86

80

83

AVERAGE
(5E)

86.0

84.2

85.0

80.4

83.0

RANK

AVERAGE
(3E)

84

86

85

80

83

RANK

EVALUATION OF TECHNICAL
PROPOSALS
Experience and Capability of Firm
Plan of Approach and Methodology
Quality of personnel to be assigned
Project Manager
Other Key Staff

10%
30%
60%

For unique or complex undertaking, short-listed consultants


may be required to make an oral presentation within 15 days
after the deadline for the submission of Technical proposals

NEGOTIATION
with Highest Rated Bidder
Finalization of methodology and work
program
Personnel to be assigned (compensation vs.
qualification, number of man months)
Facilities and data to be provided by the
agency
Financial proposal submitted by Consultant
(not included under quality-cost based)
Provisions of the contract

POSTQUALIFICATION
Legal Requirements. To verify and
validate licenses/permits.
Technical Requirements. To verify and
validate experience of firm and key
personnel to be assigned to the project.

Financial Requirements. To verify and


validate the bid price proposal.

FAILURE OF BIDDING
No LOI or no bid is received;
All prospective bidders are declared ineligible or
all eligible bidders fail to meet the shortlisting
criteria;
Shortlisted bidders fail to comply with all bid
requirements or there is no successful
negotiations or fail postqualification;
Bidder with Highest Rated Responsive Bid
refuses without justifiable cause to accept award
of contract, and no award is made

AWARD OF CONTRACT
Award of contract shall be made to the
bidder with the highest rated and
responsive bid.
Decision to award or not to award shall be
made within 7 days from the date the BAC
determines the highest rated and
responsive bid. For GOCCs and GFIs, the
period shall be 15 days.

CONTRACT SIGNING
Contract shall be signed by the winning
bidder and head of the agency within 10
days from receipt by the winning bidder of
the notice of award

CONTRACT APPROVAL/
NOTICE TO PROCEED
Contract shall be approved not later than 10
days from date the winning bidder and the
agency concerned have signed the contract
NTP shall be issued to the successful bidder 3
days from date of approval of the contract
Performance Security now required for
Consulting Services
All bids are fixed prices and not subject to price
adjustments

WARRANTY
Consultants are liable for structural
defects/failures due to faulty/ inadequate
design and specifications as well as
construction supervision.

ALTERNATIVE METHODS OF
PROCUREMENT
Limited Source Bidding
Highly specialized type of consulting
services where only few consultants have
the expertise

Negotiated Procurement
Where there has been failure of public bidding
for the second time
In case of imminent danger or when time is of
the essence
Take-over of consultancy contracts which have
been rescinded or terminated

Special project is adjacent or contiguous to an


ongoing similar project
Procurement of Consulting Services from
another government agency
Individual consultants hired to do work that is
highly technical or proprietary
primarily confidential or policy determining

Where amount involved is P50T and below

CONTRACT IMPLEMENTATION
Advance payment not to exceed 15% of
contract amount.
Any extension of contract time shall not
involve any additional cost.
No incentive bonus is allowed.

THANK YOU

You might also like