Professional Documents
Culture Documents
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.
Shortlisting
Bid Evaluation
&
Ranking
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Pre-Bid
Conference
Negotiation
Submission
of
Bids
PostQualification
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
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
LETTER OF INTENT
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
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
BID EVALUATION
QUALITY-BASED
BID EVALUATION
QUALITY-COST BASED
Ranking
Technical
Financial
For QCBE
Evaluation
Firms whose TPs did not meet the minimum
qualifying score will have their financial
proposals (FPs) returned unopened
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
90 points
P 1.1 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%
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.
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
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