RA 9184 Consulting IRR 23 June 2008

8/9/2019 RA 9184 Consulting IRR 23 June 2008

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PROVISIONS OF THE IRR OF RA 9184PROVISIONS OF THE IRR OF RA 9184

RELATING TORELATING TO

PROCUREMENT OFPROCUREMENT OF

CONSULTING SERVICESCONSULTING SERVICES


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CONSULTING SERVICESCONSULTING SERVICES

Specialized expertise provided for aSpecialized expertise provided for a

client in the performance of aclient in the performance of aspeciedspecied tasktask over a speciedover a specied

period ofperiod of timetime

Example:Example:

Design of a facilityDesign of a facility Economic and Financial AnalysisEconomic and Financial Analysis

Management Advisory ServicesManagement Advisory Services

Constrction SpervisionConstrction Spervision


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CONSULTANTCONSULTANT

May !e Filipino or foreignerMay !e Filipino or foreigner

"as the appropriate edcation#"as the appropriate edcation#

training and relevant experiencetraining and relevant experience


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HIRING OF CONSULTANTSHIRING OF CONSULTANTS

Filipino consltants shall !e hired ifFilipino consltants shall !e hired if

re$ired expertise and capa!ilityre$ired expertise and capa!ility areareavaila!le% &E' ()*+availa!le% &E' ()*+

,f not availa!le locally# foreign,f not availa!le locally# foreignconsltants may !e hired%consltants may !e hired%


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Standard Bidding Procedures forStandard Bidding Procedures for

Consuting Ser!icesConsuting Ser!ices

Pre-Procurement

Conf. Advertisement

S!mission and 'pening ofEligi!ility Envelopes&Eligi!ility Check+

Shortlisting-re./id

Conference

S!missionof

/ids

'pening of 0echnical Envelopes1 -reliminary Exam%

/id Evalation1

2anking3egotiation

-ost.4alication

A5ard of Contract


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PRE"PROCURE#ENTPRE"PROCURE#ENT

CONFERENCECONFERENCE

0o ensre that the procrement 0o ensre that the procrement

is in accordance 5ith the pro6ectis in accordance 5ith the pro6ect

and agencyand agency procrement planprocrement plan

0o determine the readiness of 0o determine the readiness ofprocrement at hand &availa!ilityprocrement at hand &availa!ility

of fnds#of fnds# clarity of 0'2clarity of 0'2++


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2evie57agree on the criteria for2evie57agree on the criteria for

eligi!ility screening7short listingeligi!ility screening7short listing DetermineDetermine numbernumber of shortlist of rmsof shortlist of rms

2evie57agree on the criteria for2evie57agree on the criteria for

evalation of proposalsevalation of proposals Determine evalation procedre &Determine evalation procedre &Quality-Quality-

based or Quality-cost based)based or Quality-cost based)

PRE"PROCURE#ENTPRE"PROCURE#ENT

CONFERENCECONFERENCE


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A$VERTISE#ENTA$VERTISE#ENT

At least once inAt least once in oneone (1) newspaper of(1) newspaper of

general nationwide circulation which hasgeneral nationwide circulation which has

been regularly published for at least two (2)been regularly published for at least two (2)yearsyears

Posted in thePosted in the websitewebsite of the agency and theof the agency and the

EPSEPS


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Posted in a cons%icuous %ace in t&e agenc'

concerned

For contracts costing P()***)*** and +eo, or

t&ose ,it& duration of - .ont&s or ess) %osting in

t&e ,e+site) G"EPS and cons%icuous %ace in t&e

agenc' concerned ,oud suffice

A!E"#$SE%E


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'E##E" $E

Mst !e received !y the /AC not laterthan ) days from last date of postingof the ,AE/

8pon receipt# the list of eligi!ility 7shortlisting re$irements shall !eprovided !y the /AC Secretariat


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ELIGIBILIT/ $OCU#ENTSELIGIBILIT/ $OCU#ENTS

*lass A ocuments*lass A ocuments

LegalLegal SEC or D0, 2egistration CerticateSEC or D0, 2egistration Certicate 9alid and crrent mnicipal9alid and crrent mnicipal

license7Mayors permitlicense7Mayors permit

0ax ,dentication 3m!er 0ax ,dentication 3m!er Statement that Consltant is notStatement that Consltant is not

!lacklisted!lacklisted !y any government!y any governmentagencyagency


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0ax Clearance7 0ax 2etrns per /,2 E' 0ax Clearance7 0ax 2etrns per /,2 E';


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0ypes of e$ipment 0ypes of e$ipment o5nedo5ned# nder lease# nder leaseand7or nder prchase agreementand7or nder prchase agreement

>ey sta?s#partners or principal o@cers>ey sta?s#partners or principal o@cersof the conslting rm and theirof the conslting rm and theirrespective crriclm vitaerespective crriclm vitae

FinancialFinancial Adited nancial statements#Adited nancial statements# stampedstamped

receivedBreceivedB !y the /,2 or its dly!y the /,2 or its dly

athorized instittionathorized instittion



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*lass + ocuments*lass + ocuments

9alid 6oint ventre agreement# if9alid 6oint ventre agreement# ifany%any%

&&each member each member of the JV shall submitof the JV shall submit

the eligibility documentsthe eligibility documents++ etter athorizing agency toetter athorizing agency to

verifyverify all s!mitted docmentsall s!mitted docments



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Eigi+iit' C&ec0Eigi+iit' C&ec0

Eligi!ilityEligi!ility

2e$irement2e$irement

ss

FirmFirm

FirmFirm

((

FirmFirm

;;

FirmFirm

FirmFirm

D0,7SECD0,7SEC

2egistration2egistration

MayorsMayors-ermit-ermit

0,3 0,3

ist ofist of

-ro6ects-ro6ects


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SHORT"LISTINGSHORT"LISTING

0o determine the most $alied rms to 0o determine the most $alied rms tondertake the pro6ectndertake the pro6ect

Shortlist of consltants to !e dra5n fromShortlist of consltants to !e dra5n fromthose eligi!lethose eligi!le

Shortlist shall consist ofShortlist shall consist of ; to ); to ) consltants#consltants#5ith as prefera!le nm!er5ith as prefera!le nm!er

,f less than the re$ired nm!er pass the,f less than the re$ired nm!er pass theminimm scoreminimm score# /AC shall consider the same# /AC shall consider the same


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SHORT"LISTINGSHORT"LISTING

Applica!le experience of ConsltantsApplica!le experience of Consltants ,.,.

4alication of personnel to !e assigned4alication of personnel to !e assigned/./.

to the 6o! &edcation#5ork experience#to the 6o! &edcation#5ork experience#

nm!er of years in rm# etc%+nm!er of years in rm# etc%+ Crrent 5ork load relative to capacityCrrent 5ork load relative to capacity 2 .2 .


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BI$ $OCU#ENTSBI$ $OCU#ENTS

#echnical En0elope#echnical En0elope

/id Secrity/id Secrity Athority of the SignatoryAthority of the Signatory 'rganizational Chart'rganizational Chart

ist of completed and on.goingist of completed and on.goingpro6ectspro6ects Approach# 5ork plan# and schedleApproach# 5ork plan# and schedle


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ist of key personnel to !e assignedist of key personnel to !e assigned Certicate nder oath of complianceCerticate nder oath of compliance

5ith a!or a5s5ith a!or a5s Disclosre A@davitDisclosre A@davit Statement attesting compliance 5ithStatement attesting compliance 5ith

responsi!ilities of !idderresponsi!ilities of !idder

inancial En0elopeinancial En0elope Financial -roposalFinancial -roposal

BI$ $OCU#ENTSBI$ $OCU#ENTS


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P"E-+$ *&E"E&*EP"E-+$ *&E"E&*E

For contracts P(1*# and a+o!e) at east one 2(3

%re"+id conference

For contracts +eo, P(1*#) discretion of BAC

Attendance of t&e +idders not re4uired

S&a +e &ed at east (5 da's +efore deadine for

t&e su+.ission and recei%t of +ids


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SPP'E%EA' +''E#$&SPP'E%EA' +''E#$&

Re4uests for carification .ust +e in ,riting

and su+.itted at east (* da's +efore deadine

for su+.ission and recei%t of +ids

Su%%e.enta +uetins s&a +e issued 6 da's

+efore deadine for t&e su+.ission and

o%ening of +ids

Su%%e.enta +uetin s&a aso +e %osted on

t&e agenc' ,e+site


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SUB#ISSION AN$ OPENING OFSUB#ISSION AN$ OPENING OF

BI$SBI$S /ids shall !e s!mitted7opened at the/ids shall !e s!mitted7opened at the

place#place# date and timedate and time specied in the ,AE/specied in the ,AE/

/ids may !e modied/ids may !e modied !efore!efore the deadlinethe deadline

for the s!mission and receipt of !ids%for the s!mission and receipt of !ids% /ids may !e/ids may !e 5ithdra5n !efore5ithdra5n !efore the deadlinethe deadline

for the receipt of !ids% Githdra5al afterfor the receipt of !ids% Githdra5al after

deadline shall !e s!6ect todeadline shall !e s!6ect to sanctions%sanctions%

/id secrity no5 re$ired/id secrity no5 re$ired for Consltingfor Conslting

Services%Services%


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BI$ EVALUATIONBI$ EVALUATION

QA'$#-+ASEQA'$#-+ASE

SimultaneousSimultaneous submission of both #echnicalsubmission of both #echnicaland inancial proposals inand inancial proposals in separateseparate sealedsealed

en0elopesen0elopes

#echnical proposals shall be e0aluated#echnical proposals shall be e0aluated 3rst3rst and the consultants ran4edand the consultants ran4ed

irst-in-ran4 irst-in-ran4 consultant shall be in0ited forconsultant shall be in0ited for

contract and 3nancial negotiationscontract and 3nancial negotiations


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48A,0H.C'S0 /ASED48A,0H.C'S0 /ASED

2anking is !ased !oth on the 0echnical and Financial -roposals

0echnical and Financial proposals

shall !e given corresponding5eights

Financial proposal shall !e given5eights of I p to maximm of

+$ E!A'A#$&


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For QCBEFor QCBE

EvalationEvalation Firms 5hose 0-s did not meet the minimmFirms 5hose 0-s did not meet the minimm

$alifying score 5ill have their nancial$alifying score 5ill have their nancialproposals &F-s+ retrnedproposals &F-s+ retrned nopenednopened

'pening of nancial proposals'pening of nancial proposals 'nly rms 5hose 0-s meet the $alifying'nly rms 5hose 0-s meet the $alifying

score shall !e invited to thescore shall !e invited to the opening of F-s onopening of F-s on

a separate date7time set !y the /ACa separate date7time set !y the /AC


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$"%$"%

#E*5&$*A#E*5&$*A' S*"E' S*"E

(6/.)(6/.)

$&A&*$A$&A&*$A' S*"E' S*"E

(2/.)(2/.)

$&A'$&A'S*"ES*"E "A&7 "A&7

11 8989 11 88:88: 11

22 8;8;


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For QCBEFor QCBE

o5est nancial proposal is given JJ pointso5est nancial proposal is given JJ points 'ther nancial proposals are scored as follo5s:'ther nancial proposals are scored as follo5s:

FpFplo5est x JJlo5est x JJ

F-F-nn

ExampleExample

- %J million- %J million - %J million- %J million

- %J million- %J million

- %( million- %( million

- %J million- %J million - %J million- %J million

- % million- % million - %; million- %; million

JJ points


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0o eliminate !iased scoring of technical 0o eliminate !iased scoring of technical

proposals# it is recommended that theproposals# it is recommended that the

highesthighest andand lo5est scoreslo5est scores for each criterionfor each criterion

shallshall notnot !e considered in determining the!e considered in determining the

average scoresaverage scores

'!serve the Condentiality 2le'!serve the Condentiality 2le

Evalation process shall !e completed inEvalation process shall !e completed in ((

daysdays

For QCBEFor QCBE


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E9A8A0'2E9A8A0'2 F,2M F,2M F,2M (F,2M ( F,2M ;F,2M ; F,2M F,2M F,2M F,2M

AA


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E9A8A0'2E9A8A0'2 F,2M F,2M F,2M (F,2M ( F,2M ;F,2M ; F,2M F,2M F,2M F,2M

AA


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EVALUATION OF TECHNICALEVALUATION OF TECHNICAL

PROPOSALSPROPOSALS

Experience and Capa!ility of FirmExperience and Capa!ility of Firm 1.1.

-lan of Approach and Methodology-lan of Approach and Methodology ,.,. 4ality of personnel to !e assigned4ality of personnel to !e assigned ;.;.

-ro6ect Manager-ro6ect Manager

'ther >ey Sta? 'ther >ey Sta?

ForFor ni$e or complexni$e or complex ndertaking# short.listedndertaking# short.listed

consltants may !e re$ired to make anconsltants may !e re$ired to make an oraloral

presentationpresentation 5ithin days after the deadline for the5ithin days after the deadline for thes!mission of 0echnical proposalss!mission of 0echnical proposals


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NEGOTIATIONNEGOTIATION

,it& Hig&est Rated Bidder ,it& Hig&est Rated Bidder

FinalizationFinalization of methodology and 5orkof methodology and 5orkprogramprogram

-ersonnel to !e assigned &-ersonnel to !e assigned &compensationcompensation vs% $alication# nm!er of man months+vs% $alication# nm!er of man months+

FacilitiesFacilities and data to !e provided !y theand data to !e provided !y theagencyagency

Financial proposal s!mitted !y ConsltantFinancial proposal s!mitted !y Consltant& &not inclded nder $ality.cost !asednot inclded nder $ality.cost !ased++ -rovisions of the contract-rovisions of the contract


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POST7UALIFICATIONPOST7UALIFICATION

'egal "e>uirements:'egal "e>uirements: 0o verify and 0o verify andvalidatevalidate licenses7permitslicenses7permits%%

#echnical "e>uirements:#echnical "e>uirements: 0o verify 0o verifyand validateand validate experienceexperience of rm and keyof rm and keypersonnel to !e assigned to the pro6ect%personnel to !e assigned to the pro6ect%

inancial "e>uirements:inancial "e>uirements: 0o verify 0o verifyand validate theand validate the !id price!id price proposal%proposal%


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FAILURE OF BI$$INGFAILURE OF BI$$ING

3o ', or no !id is receivedK3o ', or no !id is receivedK All prospective !idders areAll prospective !idders are declareddeclared

ineligi!leineligi!le or all eligi!le !idders fail to meetor all eligi!le !idders fail to meet

the shortlisting criteriaKthe shortlisting criteriaK Shortlisted !iddersShortlisted !idders fail to complyfail to comply 5ith all5ith all

!id re$irements or there is no sccessfl!id re$irements or there is no sccessflnegotiations or fail post$alicationKnegotiations or fail post$alicationK

/idder 5ith "ighest 2ated 2esponsive /id/idder 5ith "ighest 2ated 2esponsive /idrefses 5ithot 6stia!le caserefses 5ithot 6stia!le case to acceptto accepta5ard of contract# and no a5ard is madea5ard of contract# and no a5ard is made


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A8AR$ OF CONTRACTA8AR$ OF CONTRACT

A5ard of contract shall !e made toA5ard of contract shall !e made to

the !idder 5ith thethe !idder 5ith the highest rated andhighest rated and

responsive !id%responsive !id% Decision to a5ard or not to a5ardDecision to a5ard or not to a5ard

shall !e made 5ithinshall !e made 5ithin ) days) days from thefrom the

date the /AC determines the highestdate the /AC determines the highestrated and responsive !id% For ='CCsrated and responsive !id% For ='CCs

and =F,s# the period shall !eand =F,s# the period shall !e days days%%


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CONTRACT SIGNINGCONTRACT SIGNING

Contract shall !e signed !y theContract shall !e signed !y the

5inning !idder and head of the5inning !idder and head of theagency 5ithinagency 5ithin J days from receiptJ days from receipt !y the 5inning !idder of the notice of!y the 5inning !idder of the notice of

a5arda5ard


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CONTRACT APPROVAL9CONTRACT APPROVAL9

NOTICE TO PROCEE$NOTICE TO PROCEE$

Contract shall !e approved not later thanContract shall !e approved not later than JJ daysdays from date the 5inning !idder and thefrom date the 5inning !idder and the

agency concerned haveagency concerned have

signedsigned

the contractthe contract

30- shall !e issed to the sccessfl !idder30- shall !e issed to the sccessfl !idder;; daysdays from date of approval of the contractfrom date of approval of the contract

-erformance Secrity no5 re$ired-erformance Secrity no5 re$ired forfor

Conslting ServicesConslting Services All !ids areAll !ids are xed pricesxed prices and not s!6ect toand not s!6ect to

price ad6stmentsprice ad6stments


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8ARRANT/8ARRANT/

Consltants are lia!le for strctralConsltants are lia!le for strctral

defects7failres de to falty7defects7failres de to falty7

inade$ate design and specicationsinade$ate design and specications as 5ell as constrction spervision%as 5ell as constrction spervision%


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ALTERNATIVE #ETHO$S OFALTERNATIVE #ETHO$S OF

PROCURE#ENT PROCURE#ENT

imited Sorce /iddingimited Sorce /idding

"ighly specialized type of conslting"ighly specialized type of conslting

services 5here onlyservices 5here only fe5 consltantsfe5 consltants

have the expertisehave the expertise


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3egotiated -rocrement3egotiated -rocrement

Ghere there has !een failre of p!licGhere there has !een failre of p!lic!idding for the!idding for the second timesecond time

,n case of imminent danger or 5hen time,n case of imminent danger or 5hen time

is of the essenceis of the essence

0ake.over of consltancy contracts 5hich 0ake.over of consltancy contracts 5hichhave !eenhave !een rescinded or terminatedrescinded or terminated


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Special pro6ect isSpecial pro6ect is ad6acentad6acent or contigos toor contigos to

an ongoing similar pro6ectan ongoing similar pro6ect

-rocrement of Conslting Services from-rocrement of Conslting Services from

another government agencyanother government agency ,ndividal consltants hired to do 5ork,ndividal consltants hired to do 5ork

that isthat is highly technical or proprietaryhighly technical or proprietary

primarily condential or policy determiningprimarily condential or policy determining

Ghere amont involved isGhere amont involved is -J0 and !elo5-J0 and !elo5


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CONTRACT I#PLE#ENTATIONCONTRACT I#PLE#ENTATION

Advance payment not to exceedAdvance payment not to exceed II of contract amont%of contract amont%

Any extension of contract time shallAny extension of contract time shallnot involve anynot involve any additional costadditional cost%%

3o incentive !ons3o incentive !ons is allo5ed%is allo5ed%


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THAN: /OUTHAN: /OU

RA 9184 Consulting IRR 23 June 2008

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Transcript of RA 9184 Consulting IRR 23 June 2008