Topic 1 - Standard Bidding Procedures for Goods and Services (1) (1).pdf

bidding

1. 04/22/2024
1
ThislearningmodulewasdevelopedbytheGovernmentProcurementPolicyBoard–TechnicalSupportOffice,andanyformofreproductionanddistributionwithouttheauthor’sapprovalisprohibited.
STANDARDBIDDINGPROCEDURES
FORGOODSandSERVICESAND
INFRASTRUCTUREPROJECTS
ENGR.ARIELA.LAGMAY
GPPBRecognizedTrainer
MODULEOBJECTIVES
Bythe end ofthismodule,participantsshouldbe ableto:
Understandkeyconceptsinthebiddingproceduresfor
theprocurement ofGoods andServices,and
InfrastructureProjects.
Undertakeprocurementactivitiesinvolvinginfrastructure
projects,incompliancewithRepublicActNo.9184and
its2016revisedImplementingRulesandRegulations.
GENERALPRINCIPLESANDCONSIDERATIONS
PROCUREMENTPROCEDUREANDREQUIREMENTSFOR:
GoodsandServices InfrastructureProjects
GENERALPRINCIPLESAND
CONSIDERATIONS
ThislearningmodulewasdevelopedbytheGovernmentProcurementPolicyBoard–TechnicalSupportOffice,andanyformofreproductionanddistributionwithouttheauthor’sapprovalisprohibited.
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GENERALMODEOF PROCUREMENT
GENERALRULE:
COMPETITIVE BIDDING
Section10,ArticleIV,RANo. 9184
exemptiontotherule:
ALTERNATIVEMETHODSOF
PROCUREMENT
underRuleXVIofIRRofRA9184
COMPETITIVEBIDDING
PROCUREMENTSTANDARD
NOAPP
NOPROCUREMENT
TheMETHODOFPROCUREMENTin
theapprovedAPPshallbeused.
SECURITY&
JANITORIAL
SERVICES
SUPPLIES&
MATERIALS
FURNITURES&
FIXTURES
LEASEOF
OFFICESPACE
REPAIRS
OFFICE
EQUIPMENT
SUBSCRIPTIONS
&LICENSES
GOODS&
SERVICES
?
?
?
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INFRASTRUCTURE
PROJECTS
BIDDINGPROCEDURE
SINGLESTAGE
2-ENVELOPESYSTEM
BID
TECHNICAL
FINANCIAL
SINGLESTAGE
2-PWPROTECTED
BIDDINGDOCUMENTS
TECHNICAL
PW:XXXX
FINANCIAL
PW:XXXX
Foreignbidders
(Treatyor
Internationalor
ExecutiveAgreement)
WHOAREELIGIBLEBIDDERS?
Dulylicensed
Filipinocitizens/sole
proprietorships
Corporationswithatleast
60%Filipinointerest
orownership
Cooperativesduly
organizedunderthelaws
ofthePhilippines
JointVentures(JVs)withat
least60%Filipinointerest
orownership
Partnershipswithat
least60%Filipino
interestor ownership
EO65,s.2018
FOREIGNEQUITYREQUIREMENT IN
GOVERNMENTPROCUREMENT
Partnershipsdulyorganizedunderthelawsof
thePhilippinesandwhichatleast60% [from
75%]oftheinterestbelongstocitizensofthe
Philippines
Corporationsdulyorganizedunderthelawsof
thePhilippines,andofwhichatleast60%ofthe
outstandingcapitalstockbelongstocitizensof
thePhilippines
Forpersons/entitiesformingthemselvesintoa
jointventure,Filipinoownershiporinterestofthe
jointventureconcernedshallbeatleast60%.
AMENDMENTONFOREIGNEQUITY
REQUIREMENT
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INVITATIONTOOBSERVERS
COA
DULYRECOGNIZED
PRIVATESECTOR
GROUP
NGO
ATLEAST 3OBSERVERS:
TheyMUSTbeinvitedinwriting atleast
FIVE(5)CALENDARDAYS(CD) beforethedate
ofthefollowingprocurementactivity:
PRE-BIDCONFERENCE
BIDEVALUATION
PRELIMINARYBID
EXAMINATION
POST-QUALIFICATION
Onlinemonitoringfor
observersusingthemPhilGEPS
PEstoprovideonlineaccessto
observersformonitoringallstagesof
procurementusingthemPhilGEPS
PEstoinformtheGPPB-TSOvia
email([email protected])if
onlineaccesscannotbeprovided
GPPBCircularNo.01-2021
1
2
3
ONLINEACCESSTOOBSERVERS
GOCC’s
CONCERNED
BOARD
1155
APPROVING
HIGHER
AUTHORITY
APPROVALOFHIGHERAUTHORITY
20cd
MaximumdaysfromreceipttoAPPROVEor
DISAPPROVEtheCONTRACT
30cd
MaximumdaysfromreceipttoAPPROVEor
DISAPPROVEtheCONTRACT
USEOFDIGITALSIGNATURE
PROCUREMENTOFFICERSANDOFFICIALS
MAYDIGITALLYORELECTRONICALLY
SIGNPROCUREMENTDOCUMENTS
GPPBRESOLUTIONNO.16-2019
GPPBRESOLUTIONNO.09-2020
PPMPandAPP
RFQ/RFP
PBDs
InvitationtoBid/ REI
Supplemental/BidBulletin
Noticeof Postponement
NoticeofEligibility
Noticeof Shortlisting
AbstractofQuotations
AbstractofBids
BidEvaluationReport
NoticetotheLCB/HRB
Post-QualificationReport
Notice ofPost-DQ
Noticeof Award
ApprovalofHigherAuthority
NoticetoProceed
BACResolutions
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USEOFVIDEOCONFERENCING,
WEBCASTING&SIMILARTECHNOLOGY
QUORUM
Amember oftheBAC(including
ChairpersonandVice-Chairperson)maybe
presenteitherinpersonorface-to-face
throughvideoconferencing, webcasting
orsimilartechnologyforPEswithsuch
technology.
(GPPBRESOLUTIONNO.24-2018)
DecisionsmadeofatleastamajorityoftheBACmemberspresent,usingsuch
technologyshallbeconsideredvalidandbinding
USEOFVIDEOCONFERENCING,
WEBCASTING&SIMILARTECHNOLOGY
PROCUREMENTACTIVITIESTHATMAYBECONDUCTEDELECTRONICALLY
PRE-PROCUREMENT
CONFERENCE
BIDOPENING ALLOTHERPROCUREMENT
ACTIVITIES/MEETINGS
(GPPBRESOLUTIONNO.24-2018)
COMPETITIVEBIDDING
PROCEDURE
ThislearningmodulewasdevelopedbytheGovernmentProcurementPolicyBoard–TechnicalSupportOffice,andanyformofreproductionanddistributionwithouttheauthor’sapprovalisprohibited.
STANDARDCOMPETITIVEBIDDINGPROCEDURE
FOR
GOODSANDSERVICES
BidEvaluation
and Ranking
Pre-Bid
Conference
Openingof1
st
Envelope–
EligibilityDocuments&
TechnicalProposal
Openingof2
nd
Envelope–
FinancialProposal
Post-qualification
Pre-Procurement
Conference
Advertisement
Submissionof
Bids
Award
ofContract
1 cd
as
necessary
7
cd
7 cd
12/
45cd
15
cd
45
cd
ThislearningmodulewasdevelopedbytheGovernmentProcurementPolicyBoard–TechnicalSupportOffice,andanyformofreproductionanddistributionwithouttheauthor’sapprovalisprohibited.
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STANDARDCOMPETITIVEBIDDINGPROCEDURE
FOR
INFRASTRUCTUREPROJECT
BidEvaluation
and Ranking
Pre-Bid
Conference
Openingof1
st
Envelope–
EligibilityDocuments&
TechnicalProposal
Openingof2
nd
Envelope–
FinancialProposal
Post-qualification
Pre-Procurement Advertisement
Conference
Submissionof
Bids
Award
ofContract
1 cd
as
necessary
7
cd
7 cd
12/
45cd
15
cd
50or
65cd
EXCLUDINGAPPROVAL OFHIGHERAUTHORITY, ifapplicable
RECOMMENDEDPOSSIBLEPERIODTOCOMPLETE
THEPROCUREMENTACTIVITYFOR
GOODS
EXCLUDINGAPPROVAL OFHIGHERAUTHORITY, ifapplicable
RECOMMENDEDPOSSIBLEPERIODTOCOMPLETE THE
PROCUREMENTACTIVITYFOR
INFRAPROJECTS
PRE-PROCUREMENTCONFERENCE
PURPOSE:TODETERMINETHEREADINESSOFTHEPROCUREMENT
Conductedprior
toadvertisement
orpostingofthe
IB
TIMELINE
Mandatoryforprojects
withABCabovePhp2M
forGoods,above
Php5MforInfra
Projects,&above
Php1MforCS
CONDITION
❑
BAC
❑
BAC Secretariat
❑
TWG
❑
Consultantsforthesubject
procurement project, if any
❑
End-userunit
❑
Other Officials
PARTICIPANTS
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REFERENCETOBRANDNAMES
❑
T
heprohibition appliestotheprocurementof
goods,andgoodscomponentofInfrastructure
ProjectsandConsultingServices.
❑Specificationsshouldbebasedon relevant
characteristics,functionalityandperformance
requirements,exceptforitemsorpartsthatare
compatiblewiththeexistingfleetorequipmentof
thesamemakeandbrand,andtomaintainthe
performance,functionalityandusefullifeofthe
equipment.
SEC.18OFRA9184ANDITSIRR
ELECTRONIC SUBMISSION AND
RECEIPTOFBIDS
TheBACshalldecidewhethertoallow
theonlineorelectronicsubmissionand
receiptofbidsbasedonthePE’s
procurementneedsandcapabilities,
andshallbeclearlystatedintheIB,
includingbiddingdocumentsifallowed
GPPBRESOLUTIONNO.09-2020
THROUGHANY
ELECTRONICMEANS
AVAILABLE
1
THROUGHGPPB
ONLINEPORTAL
https://gppbgovph.com/
2
CERTIFICATIONONELECTRONIC
SUBMISSIONANDRECEIPTOFBIDS
Certification,usingGPPB-prescribedformat,
must:
❑
Beissuedbythehighestofficialmanagingthe
InformationTechnologysystemoftheagency
❑
Describetheelectronicsystemorprocedureto
beused bythePEfortheelectronic
submissionandreceiptofbids,andcompliant
withtherequirementsunderGPPBResolution
No.09-2020
❑
Submittedtothe GPPB-TSOthrough
[email protected]
GPPBRESOLUTIONNO.12-2020
CERTIFICATIONONELECTRONIC
SUBMISSIONANDRECEIPTOFBIDS
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ADVERTISEMENT /POSTINGOFTHE
INVITATIONTOBID
7
calendardays
continuously
PURPOSE:STARTTHEBIDDINGPROCESSANDINVITEINTERESTEDBIDDERSTO
PARTICIPATEINTHEPROCUREMENTACTIVITY
TIMELINE
www.xxxx.gov.ph
SUNSET PROVISION ONADVERTISEMENT
INNEWSPAPER
Advertisementofbid
opportunitiesinanewspaper
shallnolongerberequired
two(2)
effectivity
yearsafterthe
ofthe2016
RevisedIRRofRANo.9184
orfromOctober28,2018
onwards(GPPB Resolution
No.22-2018)
BIDDINGDOCUMENTSFEE
MAX.COSTOFBIDDING
DOCUMENTSIN PHP
APPROVEDBUDGETFORTHE
CONTRACT
500.00500,000andbelow
1,000.00Morethan500,000upto1Million
5,000.00Morethan1Millionupto5Million
10,000.00Morethan5Millionupto10Million
25,000.00Morethan10Millionupto50Million
50,000.00Morethan50Millionto500Million
75,000.00Morethan500Million
Mayberefunded
basedon the
groundsprovided
forunderSection
41(Reservation
Clause)
PRE-BIDCONFERENCE
TIMELINE
atleast
12
calendardays
beforedeadlinefor
bidsubmissionbutnot
earlierthan7CDs
fromthePhilGEPS
posting
requirementsandthetechnical
andfinancialcomponents ofthe
contract
questions
tobebidincluding
andclarifications
raisedbytheprospectivebidders
beforeandduringthePre-Bid
Conference
PURPOSE
Todiscuss,clarifyandexplain,
among otherthings,theeligibility
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PRE-BIDCONFERENCE
MEASURESTO MAXIMIZE
PRE-BIDCONFERENCE
BACSHALLHAVEA
PROACTIVEROLE
DURINGTHEPRE-BID
CONFERENCE…
GPPBRESOLUTION 02-2018
PRE-BIDCONFERENCE
MINUTESOFTHEMEETING
PRE-BIDCONFERENCE
shallnolongerbe
postedinPE’s
website
GPPBRESOLUTION 04-2021
SUPPLEMENTAL/BIDBULLETINS
IssuedbytheBAC,duly
signedbyBAC
Chairperson,to:
❑Answerrequestsfor
clarificationor
interpretation
❑Clarifyormodifyany
provisionofBidding
Documents
PURPOSE
BIDBULLETIN
TIMELINE
issuedatleast
7
calendardays
beforedeadlinefor
bid submission.
Queriesshouldbe
submittedtotheBAC
10CDsbefore
deadlineforbid
submission
.
SUBMISSION ANDRECEIPTOFBIDS
(ForGoodsandInfrastructureProjects)
Financial
Proposal
120
calendardays
fromthedateofthe
opening of bids
BIDVALIDITY
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2-FACTORSECURITYPROCEDURE:
ARCHIVEDANDPASSWORD
PROTECTED
1
ELECTRONIC SUBMISSION AND
RECEIPTOFBIDS
GUIDELINESTHROUGHELECTRONICMEANS
GPPBRESOLUTION NO.09-2020
ALLOWSACCESSTOAPASSWORD
PROTECTEDBIDDINGDOCUMENTS.
Passwordsshall bedisclosedbytheBidders
onlyduringtheactual bidopening
2
CAPABLEOF GENERATINGANAUDIT
TRAILOFTRANSACTIONS
3
BIDSSUBMITTEDELECTRONICALLY
TECHNICAL
FINANCIAL
BID
Submittedbids mustbe
encryptedandpassword
protected.
GPPBRESOLUTIONNO.09-2020
SEALINGANDMARKINGOFBIDS
1
ORIGINAL
TECHNICAL
ORIGINAL
TECHNICAL
ORIGINAL
FINANCIAL
ORIGINAL
FINANCIAL
ORIGINALBID
Eachenvelopeshallcontainthename
ofthecontractto bebid,nameand
addressofthebidder,recipientBAC/
PE,andthe“Donotopenbefore
[date/timeofopeningofbids]
SEALINGANDMARKINGOFBIDS
2
COPY1
TECHNICAL
COPY1
TECHNICAL
COPY2
FINANCIAL
COPY2
FINANCIAL
COPY1BID
Eachenvelopeshallcontainthename
ofthecontractto bebid,nameand
addressofthebidder,recipientBAC/
PE,andthe“Donotopenbefore
[date/timeofopeningofbids]
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SEALINGANDMARKINGOFBIDS
3
BID
Eachenvelopeshallcontainthename
ofthecontracttobebid,nameand
addressofthebidder,recipientBAC/
PE,andthe“Donotopenbefore
[date/timeofopeningofbids]
ORIGINALBID
ORIGINAL
TECHNICAL
ORIGINAL
FINANCIAL
COPY1-BID
COPY1
TECHNICAL
COPY1
FINANCIAL
SEALINGANDMARKINGOFBIDS
UNSEALED
&
UNMARKEDBID
NOT
COMPRESSED
&PASSWORD
PROTECTED
IMPROPERLY
SEALED
&
MARKED
IMPROPERLY
COMPRESSED
&PASSWORD
PROTECTED
SUBMISSIONANDRECEIPTOFBIDS
45
calendar
days
GOODS
Dateofsubmissionshouldnotbelaterthanthe
followingperiodsfromthelastdayofpostingofIB:
INFRA
50
calendar
days
Php50M
below
INFRA
65
calendar
days
above
Php50M
Forbidssubmitted
electronically,thePEs
shallgeneratea Bid
receipt pagefor the
officialtimeof
submissionwhichcan
besavedorprintedby
thebidder,uponreceipt
of the firstandsecond
envelope
GPPBRESOLUTION
NO.09-2020
SUBMISSIONANDRECEIPTOFBIDS
Forelectronicbid
submission,Biddersshall
sendanotherBid equally
secured,properlyidentified,
andlabelledasa
“modification”oftheone
previouslysubmitted.The
timeindicatedinthe latest
Bidreceiptpage
generatedshallbethe
officialtimeofsubmission.
GPPBRESOLUTION
NO.09-2020
❑Beforethedeadlineof
submissionofbids
❑Biddershallnotbe
allowedtoretrieveits
originalbid
❑Submitnewbid equally
sealed,properly
identified,linkedtoits
originalbid andmarked
asa“MODIFICATION”
MODIFICATIONOFBIDS
❑
LETTERofWITHDRAWAL,
mustbereceivedpriorto
thedeadlineforsubmission
and receipt of bids
❑
Forbidswithdrawnwithin
theintervalbetweenthe
deadlineandexpirationof
Bidvalidity,theBidSecurity
shallbe FORFEITED.
WITHDRAWALOFBIDS
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OPENINGANDPRELIMINARYEXAMINATIONOFBIDS
(ForGoodsand InfrastructureProjects)
TheBACshallopenthebidsinpublicimmediatelyafterthedeadlineforthe
submissionandreceiptofbids
Ranking
Onlybidders
whose1
st
and2
nd
envelopeswere
rated“PASSED”
willbe rankedas
read
❑
presenceor
absence❑
checklistof
required
documents❑
non-discretionary
“pass/fail”
criterion
1
st
ENVELOPE
Only2
nd
Envelopes
ofbidders whose1
st
Envelopewasrated
“PASSED”shallbe
opened
2NDENVELOPE
ThislearningmodulewasdevelopedbytheGovernmentProcurementPolicyBoard–TechnicalSupportOffice,andanyformofreproductionanddistributionwithouttheauthor’sapprovalisprohibited.
OPENINGOFBIDSSUBMITTEDELECTRONICALLY
Passwordsshallbe
disclosedbythe bidders
onlyduringtheactualbid
opening.
GPPBRESOLUTIONNO.09-2020
❑
Incasethesubmittedbidscannot be
openedasscheduledduetojustifiable
reasons
❑
theBACshalltakecustody ofthesaid
bidsandrescheduletheopeningonthe
nextworkingdayoratthe soonest
possibletime
❑
Postin the PhilGEPSwebsiteand the
websiteof the PE concerned
OPENINGANDPRELIMINARYEXAMINATION OFBIDS
OPENINGANDEVALUATIONOF1
ST
ENVELOPE
(ForGoodsandInfrastructureProjects)
Eligibility
Requirements
Class“A”
LegalDocuments
TechnicalDocuments
FinancialDocuments
Class“B”
JointVentureAgreement
Technical
Requirements
BidSecurity
ProjectRequirements
OmnibusSwornStatement
TECHNICALCOMPONENT
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ELIGIBILITYREQUIREMENTS
CLASS“A”
LEGALDocuments
PhilGEPSCertificateof
Registration
(PLATINUM
MEMBERSHIP)
OR
SECCertificateof
Registration/DTI
Registration
Mayor’sBusiness
Permit
TaxClearance
AuditedFinancial
Statement
CLASS “A”
TECHNICAL
Documents
Statement of All
Ongoing
Contracts
Statement of Single
LargestCompleted
Contract(SLCC)
ValidPCABLicense/SpecialPCAB
LicenseforJVA(forInfra)
StatementoftheConsultant
specifyingitsNatinality(for
Consulting)
CLASS“A”
FINANCIALDocuments
NetFinancial
Contracting
Capacity(NFCC)or
CLC(forGoods)
CLASS“B”
IncaseofJoint
Venture,JV
Agreemententered
intoby theparties
LEGALELIGIBILITYREQUIREMENTS(CLASS“A”)
❑
RecentlyexpiredMayor’s/Business
permitSHALLBEACCEPTEDtogether
withtheOR
❑
Therenewedpermitshallbesubmitted
asaPOST-QUALIFICATION
REQUIREMENTinaccordancewith
Sec.34.2ofthe2016IRRofRA9184
MAYOR’SPERMIT
❑
SubmissionofBIRreceiptforrenewal
ofTaxClearancewillnotsufficeinlieu
ofavalidTaxClearanceRequirement.
TaxProvisionaryof
❑
Submission
forbytheBIRissuedClearance
purposesisnotacceptablebidding
formofTaxClearance(GPPB
ResolutionNo.01-2014).
TAXCLEARANC E
LEGALELIGIBILITYREQUIREMENTS(CLASS“A”)
TECHNICALELIGIBILITYREQUIREMENTS(CLASS“A”)
(ForGoodsandInfrastructureProjects)
STATEMENTOFALLONGOINGGOVERNMENTAND
PRIVATECONTRACTS
❑Statementofthebidderofallongoing
governmentandprivatecontracts,including
contractsawardedbutnotyetstarted,ifany,
whethersimilarornotsimilarinnatureand
complexitytothecontracttobebid.
❑ThestatementshallincludeALLinformation
requiredin the BiddingDocuments
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STATEMENTOFSINGLELARGESTCOMPLETEDCONTRACT(SLCC)
if
attheoutsetandafter
marketresearch,
applying thegeneral
rulewilllikelyresultto:
FAILUREOF
BIDDING
or
MONOPOLY
EXEPTIONS
then
requireatleast 2similar
contractsaggregate
amountatleast
equivalenttorequired
percentage;andlargest
ofthesimilarcontracts
amountstoatleast50%
ofrequiredpercentage.
GENERALRULE
25%
EXPANDABLE
SUPPLIES
SERVICES&
NON-EXPANDABLE
SUPPLIES
50%
TECHNICALELIGIBILITYREQUIREMENTS(CLASS“A”)
(ForGoodsandServices)
STATEMENTOFSINGLELARGESTCOMPLETEDCONTRACT(SLCC)
NON-EXPENDABLEGOODSEXPENDABLEGOODS
ABC=P1,000,000.00
GR:50%oftheABC
THUS:Previouscontractshouldbeatleast
P500,000.00(requiredpercentage)
EXCEPTION:Theaggregateamountofatleast2
similarcontractsisatleastequivalenttorequired
percentage;andLargestofthesimilarcontracts
amountstoatleast50%ofrequiredpercentage.
THUS:1
st
contract=P300,000.00
2
nd
contract=P400,000.00
ABC=P1,000,000.00
GR:25%oftheABC
THUS:Previouscontractshouldbeatleast
P250,000.00(requiredpercentage)
EXCEPTION:Theaggregateamountofat
least2similarcontractsisatleastequivalent
totherequiredpercentage;andLargestofthe
similarcontractsamountstoatleast50%of
requiredpercentage.
THUS:1
st
contract=P100,000.00
2
nd
contract=P200,000.00
TECHNICALELIGIBILITYREQUIREMENTS(CLASS“A”)
(ForGoodsandServices)
STATEMENTOFSINGLELARGESTCOMPLETEDCONTRACT(SLCC)
❑
TheSLCCcompletedshouldbe similartothecontracttobebid ,or
hasthesamemajorcategoriesofwork
❑
TheSLCC’svalueshouldbeatleast50%oftheABCtobebid upon
adjustmenttocurrentpricesusingthePSAconsumerpriceindices
❑
ContractorsunderSmallAandSmallBcategorieswithoutsimilar
experienceonthecontractmayparticipateifthe costofthecontract
tobebidisnotmorethantheAllowableRangeofContractCost
(ARCC)oftheirregistration
TECHNICALELIGIBILITYREQUIREMENTS(CLASS“A”)
(ForInfrastructure Projects)
PHILIPPINECONTRACTOR’SACCREDITATIONBOARD
PCAB LICENSE
❑
validPCABLicenseor
❑
SpecialPCABLicenseforJV
❑
Registrationforthetypeandcostofthecontracttobebid,
shouldbevalidatthetimeofthedeadlineforthe
submissionandopeningofbids .
TECHNICALELIGIBILITYREQUIREMENTS(CLASS“A”)
(ForInfrastructureProjects)
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NON-ACCEPTABILITYOFTEMPORARYPCAB LICENSE
LicenseissuedbythePhilippine
ContractorsAccreditationBoard
allowinganentity toengagein
businessasacontractor
Turn-aroundtimefor itsissuanceis
twenty(20) calendardays
PCABLicense
Referstothedocumentissuedby
PCABtoacontractorwhohasfiledfor
renewalofPCABLicensebeforethe
30
th
day ofJunebuthavenotyetbeen
processeddue tohighvolumeof
applicants
TemporaryPCABLicense
GPPBRESOLUTIONNO.10-2019
TECHNICALELIGIBILITYREQUIREMENTS(CLASS“A”)
(ForInfrastructure Projects)
FINANCIALELIGIBILITYREQUIREMENTS(CLASS“A”)
AUDITEDFINANCIALSTATEMENT
❑
showing,amongothers,thetotaland
currentassetsandliabilities
❑
stamped“RECEIVED”bytheBIRoritsduly
accreditedandauthorizedinstitutions
❑
AFSfortheprecedingcalendaryearwhich
shouldnotbeearlierthantwo(2)years
fromthedateofbidsubmission
NFCC
=
NETFINANCIALCONTRACTINGCAPACITY(NFCC)
❑TheNFCCvalueshouldbe atleastequaltotheABCto
be bid.
[(Currentassetsminuscurrentliabilities)(K)]minusthe
valueofalloutstandingoruncompletedportionsofthe
projectsunderongoingcontracts,includingawarded
contractsyettobestarted,coincidingwiththecontract
tobebid.
TheconstantNFCC’sKfactorisset at 15,regardlessof
contractduration
FINANCIALELIGIBILITYREQUIREMENTS(CLASS“A”)
(ForGoodsand InfrastructureProjects)
ForGoods:eitherNFCCorCreditLineCertificate
(CLC)
ELIGIBILITYREQUIREMENTS(CLASS“B”)
REQUIREMENTSFORJOINTVENTURES
JOINTSUBMISSION
VALIDJOINTVENTUREAGREEMENT
❒
Legal Eligibility
Documents(or
PhilGEPSCertificates
of Registration under
Platinummembership
category)
tobesubmittedby
ALLpartners
tobesubmittedby
ANYofthepartners
❒
TechnicalEligibility
Documents
❒
FinancialEligibility
Documents
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PROJECT REQUIREMENTS
(GOODSANDSERVICES)
ConformitywiththeSchedule
ofRequirements
Conformitywiththe
TechnicalSpecifications
1
2
PROJECT REQUIREMENTS
(INFRASTRUCTURE PROJECTS)
OrganizationalChartforthe
contracttobebid
ListofContractor’sKey
Personnel
ListofContractor’sMajor
EquipmentUnits
1
2
3
BIDSECURITY
To guaranteethatthe
successfulbidder
shall,withinten(10)
CDsfromreceiptofthe
noticeofaward,enter
into contractwiththe
PEandfurnishthe
performancesecurity
required.
PURPOSE: FORMS:
2%
ofthe
ABC
CASHORCASHIER’S/
MANAGER’SCHECK
BANKGUARANTEE/DRAFTOR
IRREVOCABLELETTEROFCREDIT,
ISSUEDBYAUNIVERSALOR
COMMERCIALBANK
SURETYBONDCALLABLE
UPONDEMAND
5%
ofthe
ABC
BIDSECURINGDECLARATION
BIDSECURITY
BIDSECURINGDECLARATION
Adocument/undertaking
signedbythebidder
committingtopaythe
correspondingfineandbe
automaticallydisqualified
frombiddingofany
procurement contract of a
PEfor aperiod of time,
uponreceiptofthe
BLACKLISTINGORDER
(BO), intheeventitviolatedany
oftheconditionsstatedtherein
REVISEDPROVISION
❑Penaltyof
disqualificationfortwo
(2)yearsfrombidding
foranyprocurement
contractwithanyPE,
uponreceipt ofthe BO
❑Paymentoffinetobe
calculated in accordance
withthe rulesset
REVISEDPENALTIES
GPPBRESOLUTIONNO.16-2020
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17. 04/22/2024
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BIDSECURITY
BID SECURING
DECLARATION
OMNIBUSSWORNSTATEMENT
REVISEDOMNIBUSSWORNSTATEMENT
GPPBRESOLUTIONNO.16-2020
❖
Non-payment(directlyor
indirectly)anycommission,
amount,fee,oranyformof
considerationinrelationtoany
procurementprojectoractivity
❖
Incaseadvancepaymentwas
madeorgiven,failuretoperform
ordeliveranyoftheobligations
andundertakingsinthecontract
shallbesufficientgroundsto
constitutecriminalliability(*new*)
❖
Non-inclusioninblacklist
(*revised*)
❖
Authenticityofdocuments
❖
Verificationauthority
❖
Signatory’sauthority
❖
Disclosureofrelations
❖
Responsibilitiesofbidders
❖
Labor lawsandstandards
ELECTRONICSUBMISSIONAND
RECEIPTOFBIDS
TheSCANNEDCopiesoftheFIRSTENVELOPEwiththeRequiredFormsshall
beconsideredascompliantwiththerequirements of bidsubmission,
subjecttothesubmissionof theoriginal copiesof thefollowing
duringpost-qualification:
1.BidSecurityorBidSecuring Declaration
2.OmnibusSwornStatement
Non-submissionoftheseformsshallbeagroundfor
post-disqualification,pursuanttoSection30.1ofthe
2016revisedIRRofRA9184.
GPPBRESOLUTIONNO.16-2020
OPENING AND EVALUATION OF2
nd
ENVELOPE
(GOODS&SERVICES)
FINANCIAL COMPONENT
BidForm
Applicable PriceSchedule
(GoodsfromAbroadorwithinthePhilippines )
CertificationfromtheDTIifclaimingpreferenceasDOMESTIC
BIDDER(RANo.10667)
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OPENING AND EVALUATION OF2
nd
ENVELOPE
(INFRASTRUCTUREPROJECTS)
FINANCIALCOMPONENT
FinancialBidForm
BidPricesintheBillofQuantities
DetailedEstimates
CashFlowby Quarter
DETAILEDEVALUATIONOF BIDS
Todeterminethe
LowestCalculatedBid
(LCB)orHighestrated
Bid(HRB),by:
❑
Establishingcorrect
calculatedpricesof
bids;and
❑
Rankingcalculated
totalbidpricesfrom
lowesttohighest
PURPOSE TIMELINE
shouldbe
completedwithin
7
calendardays
fromthedeadlineforreceipt
ofproposals
❑
Completenessof
bids;and
❑
Minorarithmetical
corrections
Resultsshallbe
containedinthe
ABSTRACTOFBIDS
METHODAnon-discretionary
criterionshallbe used,
whichshall include
considerationof:
DETAILEDEVALUATION OFBIDS
NOCONTACT RULE:
Prohibitiononcommunicationw/biddersfrombidevaluationuntil
awardofcontract
POST-QUALIFICATION
Todeterminewhether
theLCB/HRBcomplies
withandisresponsive
toallrequirementsand
conditionsasspecified
inthe Bidding
Documents,tobe
declaredtheLowest
Calculatedand
ResponsiveBid(LCRB)
orHighestrated
ResponsiveBid(HRRB)
PURPOSE
A
non-discretionary
passorfailcriterion
shallbeused to
“VERIFY,VALIDATE
ANDASCERTAIN”all
statementsand
documentssubmitted
bythe LCB/HRB
METHOD
TIMELINE
shouldbecompletedwithin
45
calendardays(GoodsandInfra)
EXCEPTIONALcasesuponapprovalbytheHoPE
shouldbecompletedwithin
12
calendardays
TIMELINE
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POST-QUALIFICATION AWARDOF CONTRACT
❑
TheBACshallrecommendawardofcontracttothe
LCRBorHRRB/SRRBatsubmittedpriceorcalculated
price,whicheverislower.
❑
TheBACshallnotifyallotherbidders,inwriting,of
itsrecommendationtoHoPEofawardofcontractto
LCRBorHRRBwithin3CDfromtheissuanceofthe
resolutionrecommendingaward.
TIMELINE
within
15
calendardays
APPROVEor
DISAPPROVEDbytheHoPE
POSTINGREQUIREMENT
3
calendardays
fromthedateof issuanceof
theNOA
NOTICEOF
AWARD
within
www.xxxx.gov.ph
AWARDOF CONTRACT
Awardofcontractissubjecttothefollowingconditions within10CD
fromissuanceofNOA:
❒
IfJV,submissionofJVA
❒
InthecaseofprocurementbyaPhilippineForeignOfficeorPost,PhilGEPS
RegistrationNumber
❒
Ifforeign-fundedandstatedintreaty,internationalorexecutiveagreement,
PCABLicense
❒
PostingofPerformanceSecurity
❒
SigningofContract uponcompliancewithalldocumentaryrequirements
❒
Ifrequired,approvals byhigherauthority
AWARDOF CONTRACT
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PERIODTOCOMPLETEPROCUREMENTPROCESS
InthecaseofJacomillev.Abaya,etal.,the
petitionercontendsthatthepublicrespondents
failedtocomplywiththe periodsprovidedbylaw,
specificallythe3-monthperiodfromtheopening
ofthebidsuptotheawardofthecontractunder
Section38ofRA9184.TheSupremeCourtheld
that“[t]hedifferentperiodsprovidedbyRA9184
withinwhichcertainstagesoftheprocurement
processmustbecompletedisnotmerelydirectory
butmandatory.”
Thus,itconcludedthatsuchirregularityrendered
theprocurementprocess nullandvoid .
PROCUREMENTPROCESS
FromOpeningofBidsto
AwardofContractshall
NOTEXCEED3
MONTHS G.R.No.212381,22April2015
8822
Objective
Toclarifythatagenciesmayawardcontract
duringreenactedbudgetundercertain
instances.Hence,PEsneverhavetowait
forthenewGAA tobeenacted
Coverage
Issuedin December2018in anticipationof
reenactedbudgetin2019
Thisguidelinesarestillapplicableinany
andfutureinstancesofreenactedbudget
AWARDOFCONTRACTUNDERREENACTEDBUDGET
8833
AwardofContract UnderReenactedBudget
ForpurposesofAwards
of Contracts
underaReenactedBud
get,the15-dayperiod
fortheHoPEtoapprove
andtoissuetheNotice
ofAward&thethree-
monthperiodwithin
whichtocompletethe
procurementprocess
shallbetolled
Periodoftimefor
theawardofcontract
& termination
ofprocurementproces
sshallbeginto
runagainupon
effectivityofthenew
GAA
Thevalidityofbids,the
bidsecurities,shallbe
extended,attheoption
ofthebidder,toadjust
tothenew
procurementtimelinein
casetheperiodistolled
pending the
enactmentofnewGAA
PERFORMANCESECURITY
Toguarantee
performanceof
obligationbythe
LCRB/HRRBin
suchform and
amountspecified
intheBidding
Documents
.
PURPOSE:
FORMS:
SURETYBONDCALLABLE
UPONDEMAND
Notless
than
30%
ofthe
Contract
Price
CASHORCASHIER’S/
MANAGER’SCHECK
BANKGUARANTEE/DRAFTOR
IRREVOCABLELETTEROFCREDIT,
ISSUEDBYAUNIVERSALOR
COMMERCIALBANK
GOODSAND
CONSULTANCY
Notless
than
5%
ofthe
Contract
Price
INFRAPROJ.
Notless
than
10%
ofthe
Contract
Price
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PERFORMANCESECURITY
Toguarantee
performanceof
obligationbythe
LCRB/HRRBinsuchform
andamountspecifiedin
theBiddingDocuments.
PURPOSE:
❑
Groundfordisqualification
❑
Next-rankedLCB/HRBshall
undertake post-qualification
❑
Bidsecurityshallbeforfeited
withoutprejudice tothe
impositionofsanctions
FAILURETO POST:
CONTRACTSIGNING20
calendardays
APPROVEor
DISAPPROVEthe
CONTRACT
APPROVINGHIGHER
AUTHORITY
30
calendardays
APPROVEor
DISAPPROVEthe
CONTRACT
GOCC’sCONCERNED
BOARD
NOTICETOPROCEED(NTP)
ISSUANCE
within
7
calendardays
fromthedateof approvalof
the contract
POSTINGREQUIREMENT
All noticescalledforby
thetermsofthecontract
shallbeeffectiveonly
atthetimeofreceipt
thereofbythesuccessful
bidder.
within
15
calendardays
fromthedateofissuance
NTP&
CONTRACT
www.xxxx.gov.
ph
8899
TheNOA,andNTPalongwiththecontractarerequiredto
bepostedatthewebsitesofPhilGEPSandtheagency,and
atanyconspicuousplacewithinthree(3)calendardaysand
15calendardaysfromtherespective dateofissuance
POSTING REQUIREMENT
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9900
ADDITIONALTRANSPARENCYREQUIREMENTSOFPOST-
AWARDINFORMATIONOFPROCUREMENTPROJECTS
GPPBResolutionNo.04-2021
Postingofprocurementdocuments
1.PhilGEPS
2.Agency'sOfficialWebsite
(TransparencySeal)
3.SocialMedia Platforms
9911
Post-awardinformationshallalso
bepublished
onceinanewspaperofgeneral
circulation
GPPBResolutionNo.04-2021,pursuanttoSec4ofAONo.34
ForABCofPhp50,000,000andabove
(ExecutiveDepartment)
POSTINGINNEWSPAPERS
POST-AWARDINFORMATION
9922
ABCof
Php50M
andabove
EXECUTIVEDEPARTMENT
GOCCs&GFIs
STATEUNIVERSITIES&
COLLEGES(SUCs)
POSTINGREQUIREMENT
GPPBRESOLUTIONNO.04-2021, pursuantto sec4of AONo.34
Post-award
information
shallalsobe
published
onceina
newspaperof
general
circulation.
FAILUREOFBIDDING
93
BACshallDECLAREA
FAILUREOFBIDDING,when:
Nobidsarereceived;
Bidswerereceivedbutno
onewaseligible;
Allbidsfailedtopostqualify;or
Refusalofthepost-qualified
biddertoacceptaward
withoutjustifiablecause
tto
WAYFORWARD:
❑
Mandatoryreviewshallbe
conductedbyBAC
❑
Basedon itsfindings,BAC
shall:
❖
Reviseterms,conditions,
specifications
❖
AdjustABC,subjec
requiredapprovals
❖
Re-bidding
❖
Re-advertisement
Sec.35ofRA9184
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CANCELLATION/TERMINATIONOF
PROCUREMENTACTIVITIES
9944
Thephysicaland
economic
conditionshave
significantly
changedsoasto
rendertheproject
no longer
economically,
financially,or
technically
feasible,as
determinedbythe
end-userunit
1
Theproject
is nolonger
necessary
as
determined
by the
end-user
unit
2
Thesource
offunds for
theproject
hasbeen
withheldor
reduced
throughno
fault ofthe
PE
3
Brought about
bythe
declarationof
aStateof
Calamity,or
implementatio
nof
community
quarantineor
similar
restrictions
4
GPPBRESOLUTION NO.09-2020
RESERVATIONCLAUSE
HoPEreservestherightto:
Rejectanyandallbids
Declareafailureof
bidding
Not awardthecontract
❑
Primafacieevidenceofcollusion
❑
BACisfoundtohavefailedinfollowing
theprescribedbiddingprocedures
❑
Forjustifiablereasons,theawardof
contractwillnotredoundto thebenefitof
theGovernment:
❖
Physicalandeconomicconditions have
significantlychanged;
❖
Project isnolongernecessary
❖
Source offundsfortheprojecthas
beenwithdrawn/reduced.
GROUNDS:
Sec.41ofRA 9184
[email protected]
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