Topic 2 - Simplified Bidding Documents for Goods and Services and Infrastructure Projects (1).pdf

biddimg

1. 04/22/2024
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SIMPLIFIEDPHILIPPINE
BIDDINGDOCUMENTS(PBDS)
FORGOODSAND
INFRASTRUCTUREPROJECTS
ENGR.ARIELA.LAGMAY
DivisionChief,RegionalTechnicalAuditGroup
COA XI
I
II
ContentsoftheSimplifiedPBDsforGoodsand
InfrastructureProjects
PreparationofSimplifiedPBDsforGoodsand
InfrastructureProjects
WhatarePhilippineBidding
Documents?
PhilippineBidding
documents(PBDs)
aredocumentsissued bythe
ProcuringEntitytoprovidethe
prospectivebiddersallthe
necessaryinformationthatthey
needtopreparetheirbids
.
PhilippineBiddingDocumentsanditsPurpose
PEmaycustomizethePBDs:
Tosuitthe
particularly
PE’sspecificneeds,
forspecialized
procurement,pursuanttoSection6.2
ofthe2016revisedIRRofRANo.
9184,subjecttotheapprovalofthe
GPPB;
ThePEshallspecifyinthePBDsthe
requirements,criteria,andother
conditionsofthebiddingprocedures
andoftheensuingcontractas
applicabletoeachcomponentofthe
ProcurementProjectincaseofmixed
procurements.
4
PBDsclearly andadequatelydefinethe
following:
Scopeofwork,
ABC,duration,
outputsofthe
contract
5
Minimumlegal,
technicalandfinancial
requirementstobe
eligibletobid.
Documentsandother
requirementsthatbidder
mustinclude inhisbid.
Processandrulesfor:submissionandreceipt
ofbids,evaluationofbids,post-qualification,
andawardofcontract.
Termsandconditionsof
contract.
PhilippineBiddingDocumentsanditsPurpose
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GPPBResolutionNo.15-2020
GPPB ResolutionNo.15-2020,
dated28July2020
•ApprovingtheAdoptionofthe6
th
EditionofthePBDsandRelated
Documents
•Combinedrepetitiveclauses
•Refinedprovisionsforconsistency
Effectivityofthe6thEditionofPBDs :
October6,2020
6
!!!
GPPBResolutionNo.16-2020
•Publishedandtookeffecton26September
2020
7
•Approved
Preparation
theGuidelines
oftheSimplified
GoodsandInfrastructureProjects
onthe
PBDsfor
and
Submission ofRequired Forms
•ApprovedtheuseofthePBDBuilderinthe
GPPBOnlinePortal
preparationofPBDs
forthe
forGoods
online
and
InfrastructureProjects
ReasonsforthePBDsSimplification
Discrepancies
inthe rules
Confusionin
theuseof
biddingforms
Varying
formatsofthe
PBDsand the
BiddingForms
Languageused
does notmatch
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withouttheauthor’sapprovalisprohibited.
StrategyforPBDsSimplification
Delete
clausesthat
havelegal
bases
Combined
repetitive
clauses
Included
deleted
portions inthe
GPM
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withouttheauthor’sapprovalisprohibited.
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StrategyforPBDsSimplification
Separated
BiddingForms
fromthePBDs
Separated
sectionon
Foreign-Assisted
Projects
Updatedand
refined
provisionsin
PBDs
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withouttheauthor’sapprovalisprohibited.
WHYONLYGOODSANDCIVILWORKS?
ThislearningmodulewasdevelopedbytheGovernmentProcurementPolicyBoard–TechnicalSupportOffice,andanyformofreproductionanddistribution
withouttheauthor’sapprovalisprohibited.
6
th
EditionPhilippineBiddingDocuments
PERCENTAGEOFPOSTEDBIDNOTICESFORPUBLICBIDDING
(BASEDONPHILGEPSDATAASOF30JUNE2020)
2019201820172016ProcurementProject
40.79%38.43%48.72%39.00%Goods
57.55%59.32%49.57%59.83%InfrastructureProjects
1.66%2.25%1.71%1.17%ConsultingServices
ContentsoftheSimplified
PhilippineBiddingDocuments
112
pagesforthe5
th
edition
ofPBDsforthe
ProcurementofGoods
p
4
agesfor
0
the 6
th
edition
ofPBDsforthe
ProcurementofGoods
SimplifiedEditionof PBDsforGoods
9 10
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4. 04/22/2024
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114
pagesforthe5
th
edition
ofPBDsforthe
Procurementof
InfrastructureProjects
p
3
agesfor
6
the6
th
edition
ofPBDsforthe
Procurement of
InfrastructurePRojects
ThislearningmodulewasdevelopedbytheGovernmentProcurementPolicyBoard–TechnicalSupportOffice,andanyformofreproductionanddistribution
withouttheauthor’sapprovalisprohibited.
SimplifiedEditionofPBDsforInfrastructureProjects
NewFeaturesofthe6thEditionPBDs
NUMBEROFSECTIONS,CLAUSES&PAGES
Numberof
Pages
Numberof
Clauses
Numberof
Sections
ProcurementProject
6
th
5
th
6
th
5
th
6
th
5
th
PBDEdition
42112276589Goods
361133785910InfrastructureProjects
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withouttheauthor’sapprovalisprohibited.
2
1
NEWSECTIONSINTHEPBDS
GlossaryofAcronyms,Terms,andAbbreviations
ChecklistofTechnicalandFinancialDocuments
NewFeaturesofthe6thEditionPBDs
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withouttheauthor’sapprovalisprohibited.
Contentsofthe6thEditionPBDs
GPPBResolutionNo.16-2020
InvitationtoBidABC ScopeofBid
Documents
comprisingthe
bid
Criteriafor
eligibility
BidEvaluation
Criteria
Time/Placefor
Procurement
Activities
Technical
Specifications
DeliveryDate
Onceissuedbythe
GPPB,theuseofPBDs
shallbemandatory
uponallPEs.
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GOODS
Contents ofthe6thEditionPBDs
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withouttheauthor’sapprovalisprohibited.
INFRASTRUCTUREPROJECTS
Contents ofthe6thEditionPBDs
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withouttheauthor’sapprovalisprohibited.
SalientChangesinthePBDsContents
2
1
INVITATIONTOBID(IB)
bidsubmissionthrough(i)manualmethodbygoingtothephysicaloffice,
(ii)electronicoronlinemethodviatheinternet,or(iii)bothmethods.
useofwebcastingandvideoconferencingforBACproceedings.
useofaback-updataorcloudstorageforlargefilesuploadedforonline
bidsubmissions.
3
internetlinksareprovidedfordownloadingofthebiddingdocumentsand
onlinebidsubmission.
4
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withouttheauthor’sapprovalisprohibited.
SalientChangesinthePBDsContents
2
1
INSTRUCTIONTOBIDDERS(ITB)
FundinginformationisnowdistinguishedwithrespecttoEarly
ProcurementActivities.[ITBClause2]
ThereisoneGeneralStatementstatingthatthe2016revisedIRRofRANo.
9184anditsassociatedissuancesshallbetheprimarysourcefortheBidding
Requirements.[ITBClause3]
ThePBDsforGoodsnowclarifiesonfirmshavingforeignownershipthatwould
like toparticipateinthepublicbiddingofgoods.[ITBClause 5.2]
3
Itincludedsubmissionofeligibilitydocumentstotheimplementingorend-user
unitifsubcontractingisallowedduringcontractimplementation. [ITBClause7]
4
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SalientChangesinthePBDsContents
5
4
INSTRUCTIONTOBIDDERS(ITB)
Notethatonlythetranslateddocumentsshallbeauthenticatedthroughan
ApostillepursuanttoGPPBResolutionNo.13-2019.[ITBClause 10.3]
ParaphrasedthebidandpaymentcurrenciesPBDstoincludeaqualificationthat
theforeigndenominationsshallbeacceptedortradeablebytheBangko
SentralngPilipinas.[ITBClause13Goods/ITBClause14Infra]
ThePBDsforGoodsnowclarifiesonfirmshavingforeignownershipthatwould
liketoparticipateinthepublic biddingofgoods.[ITBClause5.2]
6
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withouttheauthor’sapprovalisprohibited.
SalientChangesinthePBDsContents
7
INSTRUCTIONTOBIDDERS(ITB)
Biddersareonlyrequiredtosubmitonlyone(1)copyofthetechnical
andfinancialbidcomponents
IfPEallowsonlineorelectronicbidsubmission,theBidshallbedigitally
signed
.
8
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withouttheauthor’sapprovalisprohibited.
1
GENERALCONDITIONSOFCONTRACT(GCC)
ThereisoneGeneralStatementundertheScopeofContractwhichalso
providesthatthe2016IRRofRANo.9184istheprimarylegalsourcefor
thetermsandconditionsofcontract.[GCCClause1]
AdvancePaymentandTermsofPaymenthavealsobeenclarifiedinthe
PBDsforGoods.[GCCClause2]
2
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withouttheauthor’sapprovalisprohibited.
SalientChangesinthePBDsContents SalientChangesinthePBDsContents
1
PBDsFORGOODSUNDERAFRAMEWORKAGREEMENT
FrameworkAgreementClausesinthenewPBDshaveinstructionsor
excerptsfromTheGuidelinesontheUseofFrameworkAgreement.
GPPBResolutionNo.27-2019 ontheGuidelinesonFramework
AgreementonlyshowedFrameworkAgreementList,Technical
Specifications,andtheFrameworkAgreementitself.Withthesenew
PBDs,ProcuringEntitiescanjustsimplyselecttheclausesapplicableto
theFrameworkAgreement.
2
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withouttheauthor’sapprovalisprohibited.
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Preparationofthe Simplified
PhilippineBiddingDocuments
GPPBRESOLUTIONNO.16-2020
❑Publishedandtook effecton 26September2020
❑ApprovedtheGuidelines onthe:
1.PreparationoftheSimplifiedPBDsforGoodsand
InfrastructureProjects;and
2.SubmissionofRequiredFormsforallProcurement
Projects.GPPBCIRCULARNO.4-2020
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withouttheauthor’sapprovalisprohibited.
Preparation ofthePBDs
RA9184andits2016revisedIRR,
includingtheGPMsandassociated
issuancesshallapplyintheuseand
implementationofthePBDs.
PEsaremandatedtousethe latest
approvedPBDsandthestandard
formstobesubmittedbythe
BiddersunderSections17.1and23
ofthe2016revisedIRR.
PEmaycustomizethePBDs:
TosuitthePE’sspecificneeds,particularly
forspecializedprocurement,subjecttothe
approvaloftheGPPB;[Sec.6.2IRR]
ThePEshallspecifyinthePBDsthe
requirements,criteria,andotherconditions
ofthebiddingproceduresand
ensuingcontractasapplicable
ofthe
toeach
componentoftheProcurementProject in
caseofmixedprocurements.[Sec.17.2
IRR]
Preparation ofthePBDs
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withouttheauthor’sapprovalisprohibited.
PEsshallnot:
(i)
amendtherequireddocuments/infoinSec.17and23of
the2016IRRofRANo.9184ontheformandcontentsof
thePBDsandtheeligibilityrequirements,or
(ii)
requirethebidderstosubmitadditionaleligibility
documentsotherthanwhatarerequiredunderthesaid
rules.
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withouttheauthor’sapprovalisprohibited.
Preparation ofthePBDs
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InternationalorUnlessa
Executive
Treatyor
Agreementexpresslystates
theuseofanothersetofbidding
documents,thePEsshalllikewiseutilize
thePBDsandtheRequiredFormsfor
theirforeign-assistedprojects.[Section
4.3IRR]
PEsshallutilizePBDsintheseinstances:
TheDevelopmentPartnerhasnotindicated
intheloanagreementthatitsspecificrules
andthePBDsshallbeusedforitsproject
[Sec.4.3IRR];or
Bothpartieshaveaccededthroughthegrant
agreementthatRANo.9184andits2016
revisedIRR,includingthePBDswouldbe
usedfortheproject.[Sec.4.4(a)IRR]
FOREIGNASSISTEDPROJECTS
(ITEM7.0 OF THE CIRCULAR)
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withouttheauthor’sapprovalisprohibited.
AcarefulstudyontheFAP-specificrequirementsoftheDevelopmentPartnersmustbe
undertakenbythePEsto alignwiththeirprocurementguidelines,asnecessary.
Preparation ofthePBDs
THEPBDsMAYBEPREPAREDBYTHEPEINTWOWAYS:
Theexistingmanualmethod
bydownloadingacopyofthe
latestapprovedPBDsfrom
the GPPB website,then
updatingthecontentsbased
onitscurrentProcurement
Project
Thenewelectronicmethod
throughthePBDBuilderin
theGPPBOnlinePortal,once
operational,throughthis
link:
https://gppbgovph.com/PBD
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withouttheauthor’sapprovalisprohibited.
Listings.php
12
TheProjectIdentificationNumbershallbebasedonthePE’sinternalrules.
Thesaididentificationnumbershallbe maintainedoruseduntilthesuccessfulawardor
cancellationoftheProcurementProject.
Preparation ofthePBDs
THEPEsSHALLINDICATEINTHEPBDsTHEFOLLOWING:
ABC
1
InformationintheInvitationtoBid
2
InformationrequiredintheBid
DataSheet thatsupplement,
amend,oridentifytherequirements
includedintheInstructionto
Bidders,whicharespecifictothe
ProcurementProject
ScopeofWorkorTermsof
Reference
3
4
DeliveryDateorCompletion
Schedule
5
Preparation ofthePBDs
6
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withouttheauthor’sapprovalisprohibited.
TechnicalSpecifications
RequiredForms
MandatoryProvisionsofRequiredForms
TemplatesofRequiredForms
SubmissionofRequiredForms
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withouttheauthor’sapprovalisprohibited.
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1
2
Standardbiddingformsvs.“RequiredForms”
REQUIREDFORMSTOBESUBMITTED BYTHEBIDDER
The“RequiredForms”areexpresslyprovidedinItem 5.1oftheCircular.
3
TheRequiredForms tobenotarizedareinItem5.4oftheCircular.
violationoftheBidSecuringDeclarationofPerformanceSecuringDeclaration’s
termsshallbepenalizedwithautomaticdisqualificationfrombidding
4
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withouttheauthor’sapprovalisprohibited.
SubmissionofRequiredForms
REQUIREDFORMSTOBESUBMITTED BYTHEBIDDER
6
5
ThislearningmodulewasdevelopedbytheGovernmentProcurementPolicyBoard–TechnicalSupportOffice,andanyformofreproductionanddistribution
withouttheauthor’sapprovalisprohibited.
Non-submissionoforiginal copiesoftheBidSecurityorBidSecuring
Declarationshallbeagroundforpost-disqualification,pursuantto
Section30.1ofthe2016revisedIRRofRANo.9184.
FortheBidForm,PriceSchedules,BSD,OSS,JVAorNotarizedStatements
astoformingJVforGoods,PSD,ifused,andContractAgreementForm,the
Bidderoritsauthorizedrepresentativeshallberequiredtoprovideitsname,
legalcapacity,andsignaturethereon.
SubmissionofRequiredForms
1
2
MandatoryprovisionsofRequiredFormsarethoseprovisionsthatare
prescribedintherules.
MANDATORYPROVISIONSOFREQUIREDFORMS
ThesemandatoryprovisionsareexpresslystatedinItem6.1oftheCircular
3
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withouttheauthor’sapprovalisprohibited.
ThePEsshallcheckcomplianceofthesubmittedformswiththemandatory
provisions.
SubmissionofRequiredForms RequiredFormstobesubmittedbyBidders
ForallProcurementProjects
ContractPrice
Formof Contract
BidSecurity (asidentifiedin
Sec17(j)of2016RevisedIRR)
OmnibusSworn
Statement
AdditionalforGoods
Price
Schedule
BidForm
Statementof
ongoing
contracts
SLCC
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SIXTHEDITIONOFTHEPHILIPPINEBIDDING
DOCUMENTS
RequiredFormstobesubmittedbyBidders
❑BidForm
❑PriceSchedules
❑BidSecuringDeclaration
❑OmnibusSwornStatement
❑JVA
❑PerformanceSecuringDeclaration
❑ContractAgreementForm
ShouldbearBidder or
authorized
representative’s:
Name
Legal Capacity
Signature
SIXTHEDITIONOFTHEPHILIPPINEBIDDING
DOCUMENTS
RequiredFormstobesubmittedbyBidders
PROVISIONOFTHEFOLLOWINGTEMPLATES
Downloadablefromhttps://www.gppb.gov.ph/downloadables.php
❑BidFormfortheProcurementofGoods
❑Bid FormfortheProcurementofInfrastructureProjects
❑PriceScheduleforGoodsOfferedfromAbroad
❑PriceScheduleforGoodsOfferedfromWithinthePhilippines
❑BidSecuringDeclaration*
❑ContractAgreementFormfortheProcurementofGoods
❑ContractAgreementFormfortheProcurementofInfrastructure
Projects*
❑OmnibusSwornStatement*
❑PerformanceSecuringDeclaration*
NOTE:Failureto use
saidtemplatesis
notagroundfor
disqualification
*Should benotarized,
includingtheJVAor
dulynotarized
statementsfromall
potentialJVPartners
RevisedTemplatesofRequired Forms
BIDSECURINGDECLARATION
(GPPBResolutionNo.16-2020)
biddercommittingtopay
correspondingfineand beautomatically
disqualified
procurement
frombidding
contractofant
ofany
PEfora
periodoftime,uponreceiptofthe
BlacklistingOrder(BO),intheeventit
violatedanyoftheconditionsstated
therein
REVISEDPROVISION
Adocument/undertakingsignedbythe
the
REVISEDPENALTIES
❑
Penaltyofdisqualificationfor
two(2)yearsfrombiddingfor
anyprocurementcontractwith
anyPE,uponreceiptoftheBO ;
and
❑
Paymentoffinetobecalculated
inaccordancetotherulesset
ThislearningmodulewasdevelopedbytheGovernmentProcurementPolicyBoard–TechnicalSupportOffice,andanyformofreproductionanddistribution
withouttheauthor’sapprovalisprohibited.
RevisedTemplatesofRequired Forms
BIDSECURING
DECLARATIO
N
(GPPBResolution
No.16-2020)
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REVISEDOMNIBUSSWORNSTATEMENT
(GPPBResolutionNo.16-2020)
NewFormcontainingthefollowing:
❖
Non-payment(directlyorindirectly)
anycommission,amount,fee,or any
formofconsiderationinrelationto
anyprocurementprojectoractivity
❖
Incaseadvancepaymentwasmade
orgiven,failuretoperformordeliver
anyoftheobligationsand
undertakingsinthecontractshallbe
sufficientgroundstoconstitute
criminalliability(*new*)
❖
Non-inclusioninblacklist
(*revised*)
❖
Authenticityofdocuments
❖
Verificationauthority
❖
Signatory’sauthority
❖
Disclosureofrelations
❖
Responsibilitiesofbidders
❖
Labor lawsandstandards
RevisedTemplatesofRequired Forms
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withouttheauthor’sapprovalisprohibited.
REVISED
OMNIBUS
SWORN
STATEMENT
FORM
(GPPBResolution
No.16-2020
)
RevisedTemplatesofRequired Forms
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withouttheauthor’sapprovalisprohibited.
BidForms
BidPricesinfiguresand
words
Bidpriceincludecostofall
taxesitemizedinthebid
form andreflectedinprice
schedule
PriceSchedule
1.ThepriceoftheGoodsquotedEXWin
PhilippinePeso.
2.Thecostofallsalesandothertaxes
alreadypaidorpayable
3.Thecostoftransportation,
insurance,andothercostsincidental
todeliveryoftheGoodstotheirfinal
Destination
4.Thepriceofother(incidental)
services,ifany.
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withouttheauthor’sapprovalisprohibited.
UseofForeignCurrencyforBidPrices
Forgoodsthatwillbesuppliedfrom
outsidethePhilippines
Bid pricesmaybequotedin localcurrencyor
tradeablecurrencyacceptedbyBSP
Bidsdenominatedin foreigncurrencyshall
beconvertedtoPHPonbidopeningforbid
evaluationpurposes
52
BIDS(
-
)BIDSECURITY/BSD= NONRESPONSIVE
BIDSECURING
DECLARATION
Anactwhereinthebidder
contractswiththeprocuring
entitytopaytheperformance
securitywithin 10daysfrom
receiptofthe"noticeofaward"
asindicatedinthebid
documents.
BIDSECURITY
❑
CashorCashier’s/
manager’sCheck issuedbya
UniversalorCommercialbank
❑
BankDraft/guaranteeor
irrevocableletterofcredit
❑
Suretybondcallableupon
demandissuedbyasuretyor
insurancecompany
or
AllBidsmustbesubmittedwithaBidSecuringDeclarationoranyform
ofBidSecurity
Bid Security
ContractAgreementForm
NEW PROVISION
Winningbidderagreesthatadditionalcontract
documentsorinformationprescribedbythe
GPPBthataresubsequentlyrequiredfor
executionorsubmissionafterthecontract
execution,suchastheNoticetoProceed,
VariationOrders,andWarrantySecurity,shall
likewise form partoftheContract.
OmnibusSworn Statement
NEWPROVISIONS
ii.Bidderis not“blacklisted”…,byitselforby
relation,membership,association,affiliation,
orcontrollinginterestwithanotherblacklisted
personorentityasdefinedandprovidedforin
theUniformGuidelinesonBlacklisting.
ix.Incaseofadvance payment–failuretodeliver
isgroundsforEstafaorcommissionoffraud
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OtherRequiredForms
56
ContentForm
KindsofGoodsanddatesofdelivery
StatementoftheBidder
ofallitsongoing
governmentandprivate
contracts
Nameofthecompletedcontractwithcontract
date,periodandamount
SLCC
1.ABCtobebid;2.Amount,whichshouldbeatleast
equaltotenpercent(10%)oftheABC;and3.Nameof
issuingforeignUniversal orCommercialBank,as
confirmedorauthenticatedbyalocalUniversalor
CommercialBank.
CommittedLineof
Credit(CLC)
OtherRequiredForms
57
ContentForm
Partiestoenterintoandabidebytheprovisionsof the
JVAinthe eventthatthebidissuccessful;andfailure
toenterintoJVAintheeventofacontractawardshall
beagroundforbiddisqualificationandsubsequent
forfeitureofthebidsecurity
NotarizedStatementsas
toformingJVforGoods
Certificationfromtherelevantgovernmentofficeof
theircountrystatingthatFilipinosareallowed to
participateintheirgovernmentprocurementactivities
forthesame item/product
Certificationasto
reciprocitytoforeign
biddersforGoods
Forformsrequiredtobenotarized,absenceorafindingagainstthe
truthfulnessofthenotarization=disqualification,unlessallowedtobe
submittedatalaterdate(e.g.NP-ECorduringstateof calamity)
•Non-submissionofrequiredforms=disqualification,subjecttothe
requirementsfor scannedcopiesinonlineorelectronicbid
submissions
•Non-inclusionofmandatoryprovisions=disqualification
6.4
6.5
GroundsforDisqualification
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OnlinePBDBuilder
Enableelectronicmethodofpreparingthe
PBDstominimizeerrors;and
procurement(preparationof
Facilitatetheeffectiveconductofpublic
bidding
documents,andsubmissionandreceiptsof
bids)ofgoodsandinfrastructureprojectsuntil
thecompletionofthemodernizedPhilGEPS.
https://gppbgovph.com/pbdsetup.php
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OnlinePBDBuilder
“ThePBDBuilderPortaldevelopedthroughthe
collaborative efforts oftheGPPB-TSOandtheUSAID
provethat notonly wecanberesilient inthemidstof
adversitybutultimately,we,inthegovernment,are
proactive,innovative,andresponsiveforgreaterpublic
services,”Avisadoadded.
https://gppbgovph.com/pbdsetup.php
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withouttheauthor’sapprovalisprohibited.
TeleFax:(632)7900-6741to44
Emailaddress:[email protected]
Contactus:
Unit2504RafflesCorporateCenter,F.OrtigasRoad,Ortigas
Center,PasigCity,Philippines1605
THANK YOU!
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