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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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ELIGIBILIT/ $OCU#ENTSELIGIBILIT/ $OCU#ENTS
0ax Clearance7 0ax 2etrns per /,2 E' 0ax Clearance7 0ax 2etrns per /,2 E';
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0ypes of e$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
ELIGIBILIT/ $OCU#ENTSELIGIBILIT/ $OCU#ENTS
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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
ELIGIBILIT/ $OCU#ENTSELIGIBILIT/ $OCU#ENTS
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Eigi+iit' C&ec0Eigi+iit' C&ec0
Eligi!ilityEligi!ility
2e$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& ¬ 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
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