F:\1612\admin\bac\CMS\OBD1\ldla=final review cms_161228\final CMS-OBD1_161228.docx 1 development academy of the philippines ISO 9001:2015 Certified CIP/4045/08/06/579 BIDS & AWARDS COMMITTEE per SO#2016-092A dated November 24, 2016 Official Bid Documents ( ) Part 1 ELIGIBILITY DOCUMENTS NOTE: This OBD has been largely lifted from the template called Philippine Bidding Documents (Consulting Services), 4 th Edition (December 2010) prepared by GPPB. Some changes have been made to suit the requirements of the development academy of the philippines (dap) as the Procuring Entity for ONE LOT CONSULTING SERVICES FOR THE PROVISION OF CONSTRUCTION MANAGEMENT SERVICES (CMS) FOR THE PRE- CONSTRUCTION, CONSTRUCTION AND POST-CONSTRUCTION WORKS INCLUDING SITE DEVELOPMENT FOR DAP CONFERENCE CENTER’S NEW TRAINING BUILDING IN TAGAYTAY CITY FOR PURPOSES OF “STRENGTHENING THE CAPACITY OF DEVELOPMENT ACADEMY OF THE PHILIPPINES TO PROVIDE BOTH GENERAL AND HIGHLY SPECIALIZED TRAINING COURSES FOR GOVERNMENT OFFICIALS” with an Approved Budget for the Contract (ABC) of P25,000,000. 00 per Invitation to Bid No: IB16-377123-09 DAP Bldg., San Miguel Avenue, Pasig City 1600 P.O. Box 12788, Ortigas Center, Pasig City 1600 Telephone: (632) 631 2142; Telefax (632) 633 5570 website: http://www.dap.edu.ph Email address of BAC Secretariat: [email protected]
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Official Bid Documents - dap.edu.ph · discretionary “pass/fail” criterion as specified in the IRR of RA9184; e) Bidding is restricted to Filipino citizens/sole proprietorships,
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NOTE: To be eligible for inclusion in the short list, the interested Bidder must obtain a Minimum or Passing TOTAL RATING of SIXTY (60) points.
d) Bidding will be conducted through open competitive bidding procedures using non-
discretionary “pass/fail” criterion as specified in the IRR of RA9184;
e) Bidding is restricted to Filipino citizens/sole proprietorships, partnerships, or organizations
with at least sixty percent (60%) interest or outstanding capital stock belonging to citizens
of the Philippines;
f) The DAP shall evaluate bids using the Quality-Cost Based Evaluation (QCBE) procedure.
The technical proposal shall carry eighty percent (80%) and financial proposal twenty
percent (20%) weight in the bid evaluation. In the event of a tie in the top overall
rating, the Bidder with the lowest quoted financial proposal among the tied bidders shall
be declared as the highest rated bid. The criteria and rating system for the evaluation of
bids shall be provided in the Instructions to Bidders.
g) The contract shall be completed within three (3) years and/or co-terminus to the full
acceptance (whichever comes first) of the “New Training Building” inside the
DAPCC-Tagaytay ;
h) The DAP reserves the right to reject [1] any and all bids, or [2] annul the bidding process,
or [3] not award the contract at any time prior to contract award, without thereby
incurring any liability to the affected bidder or bidders.
i) For further information, please refer to:
MONINA A.R. DE ARMAS Head, BAC Secretariat Development Academy of the Philippines DAP Bldg., San Miguel Avenue, Pasig City 1600 P.O. Box 12788, Ortigas Center, Pasig City 1600 Philippines Tel. No.: (632) 631-2142; telefax:(632) 633-5570 website: http://www.dap.edu.ph BAC Secretariat e-mail address: [email protected]
01. Tax Clearance per Executive Order 396, Series of 2005, as finally reviewed & approved by BIR;
02. Latest Income and Business Tax Returns for the years 2013, 2014, and 2015;
03. Certificate of PhilGEPS Registration; and
04. ISO Certification, if any
2.1(a)i Technical Documents-Statement of On-Going and Completed Contracts Including Contracts Awarded but not yet Started
Statement of ALL CONSULTING SERVICES CONTRACTS INCLUDING CONTRACTS AWARDED BUT NOT YET STARTED since calendar year 2001. The submitted list must indicate “N/A” if there is no project/contract in that particular year.
Interested Bidder is required to fill-out the prescribed template [downloadable from the rewritable compact disc (RW-CD)] in named:
“EDF2_STATEMENT of ALL PROJECTS_<bidder name>.xlsx”
After the downloaded file is filled-out, the said file should be printed in an Officio-size paper 8.5”x13”. The file has been set-up to print the filled out form. JUST CLICK PRINT. The printed form should be signed by the Bidder’s Authorized Rep, and submitted as an integral part of the Eligibility Docs together with needed attachments.
The LIST is tabulated, on an enumeration per year, to include the following: 01. Name of Project; 02. Location of the Project indicating the postal address; 03. Project Owner. Indicate whether “Govt” or “Priv”; 04. Name of the Owner or Authorized representative of the Owner; 05. Phone and/or email address of the Owner or Authorized
representative of the Owner; 06. Role of the Bidder in the Project. Aside from stating its role, the
Bidder must indicate the nature of engagement whether or not the nature of contract is: A: The Bidder is Solely Responsible to the Owner for the
The Bidder’s Audited Financial Statements, showing among others, the Consultant’s total and current assets and liabilities, stamped “received by the BIR” or its duly accredited and authorized institutions, for the years 2013, 2014, and 2015 .
2.1(a)(i.g) Proof of Satisfactory Completion of Completed Contracts
To substantiate the list mentioned above, submit photocopies of CERTIFICATE OF ACCEPTANCE or any document/s that may represent proof-of-acceptance of completion duly signed by the Clients of the Bidder.
In case a Project is not yet completed, submit a photocopy of document that indicates the latest overall percentage of completion of the output/s or deliverable/s performed by the Bidder, duly signed by the Client of the Bidder.
4.2 Original and Number of Copies of Eligibility Documents
01. Each Prospective Bidder shall submit one (1) original and one (1) certified true copy of its eligibility documents;
02. Each Bidder’s representative, other than the authorized contract signatory, shall submit the Letter of Authorization (LOA) indicating that the one physically submitting the eligibility documents.
The LOA shall be presented by Bidder’s Representative during the submission and must be signed by the same person who will sign the contract for the said transaction.
03. The said LOA should be separated from the sealed documents, and must be readily available for scrutiny of the DAP-BAC.
LOA must be pasted either at the face or the back of the ‘biggest envelope’.
INSTRUCTIONS: THIS FORM SHOULD BE ACCOMPLISHED USING THE BIDDER’S LETTERHEAD
{insertdate}
BERNARDO A.DIZON
BAC Chairman / Senior Vice-President-Services 3/F DAP Bldg., San Miguel Ave., Ortigas Center, Pasig City 1600
Mr BAC Chairman:
In connection with your Request for Expression of Interest dated [insert date]for “ONE LOT
CONSULTING SERVICES FOR THE PROVISION OF CONSTRUCTION MANAGEMENT SERVICES (CMS) FOR THE PRE-CONSTRUCTION, CONSTRUCTION AND POST-CONSTRUCTION WORKS INCLUDING SITE DEVELOPMENT FOR DAP
CONFERENCE CENTER’S NEW TRAINING BUILDING IN TAGAYTAY CITY FOR PURPOSES OF “STRENGTHENING
THE CAPACITY OF DEVELOPMENT ACADEMY OF THE PHILIPPINES TO PROVIDE BOTH GENERAL AND
HIGHLY SPECIALIZED TRAINING COURSES FOR GOVERNMENT OFFICIALS””, [Name of Consultant]
hereby expresses interest in participating in the eligibility and short listing for said Project
and submits the attached eligibility documents in compliance with the Eligibility Documents
therefor.
In line with this submission, we certify that:
a) [Name of Consultant] is not blacklisted or barred from bidding by the GOP
or any of its agencies, offices, corporations, or LGUs, including foreign
government/foreign or international financing institution whose blacklisting
rules have been recognized by the Government Procurement Policy Board,
and that each of the documents submit; and
b) Each of the documents submitted herewith is an authentic copy of the
original, complete, and all statements and information provided therein are
true and correct.
We acknowledge and accept the DAP’s right to inspect and audit all records relating to
our submission irrespective of whether we are declared eligible and short listed or not.
EDF2. STATEMENT OF ALL CONSULTING SERVICES CONTRACTS
INCLUDING CONTRACTS AWARDED BUT NOT YET STARTED
INSTRUCTIONS:
A: THE FORM EDF2 BE ACCOMPLISHED USING THE EXCEL FILE “ALL Projects Form2.XLSX”;
B: Statement of all Bidder’s on-going and completed government and private ALL Contracts on Consulting-related services started and/or completed since calendar year 2001. ONLY THE TOP FIVE (5) PROJECTS PER YEAR SHOULD BE LISTED;
C: The submitted list must indicate “N/A”, as appropriate. Else, “N/A” should be overwritten with the required data/info.
After the attached file is filled-out, the said file should be printed in an Officio-size paper 8.5” x 13”. The file has been set-up to print the filled out form. JUST CLICK PRINT. The printed form should be signed by the Bidder’s Authorized Rep, and submitted as an integral part of the Bidder’s docs together with needed attachments, if any;
D: The LIST must be tabulated, on an enumeration per year, to include the following: 01. Name of Project; 02. Location of the Project indicating the postal address; 03. Project Owner. Indicate whether “Govt” or “Private”; 04. Name of the Owner or Authorized representative of the Owner; 05. Phone and/or email address of the Owner or Authorized representative of the
Owner; 06. Role of the Bidder in the Project. Aside from stating its role, the Bidder must
indicate the nature of engagement whether or not the nature of contract is: A: The Bidder is Solely Responsible to the Owner for the rendition of the
Consulting Services; B: The Bidder was a Subcontractor of the Main Consultant of the Owner; C: The Bidder was in Partnership with other entity and that entity is the Main
Consultant of the Owner; 07. Duration of the Project; 08. Total Contracted Price; 09. REMARKS as of Dec2016 if the Project is…
A: finished/completed; or, B: still on-going/in-progress; or, C: not-yet-started.
10. PROJECT-STATUS. A: if Project is finished, indicate DATE-of-COMPLETION; or B: if Project is still on-going/in-progress, indicate overall percentage of completion
duly certified by the Owner; or C: If Project is not yet started; indicate TARGET DATE-to-START.
NOTE: The BAC-TWG may opt to validate with the Owner the veracity of the any data/ info as presented/submitted by the Bidder.
EDF3. STATEMENT OF ALL COMPLETED CONTRACTS WHICH ARE
SIMILAR IN NATURE (i.e., CONSTRUCTION MANAGEMENT SERVICES FOR DAP)
INSTRUCTIONS:
01. THIS FORM SHOULD BE ACCOMPLISHED USING THE BIDDER’S LETTERHEAD;
02. THE BIDDER IS EXPECTED TO WRITE THE DATA/INFORMATION DESCRIBED HEREBELOW USING AT MS
WORD V10 WITH FILENAME “[Completed Projects EDF3-<name of Bidder>.docx]”
03. THE BIDDER MUST ONLY PICK-UP FROM EDF2 THE NAME OF THE PROJECT/S THAT MUST BE DESCRIBED. THE ENGAGEMENT OF THE BIDDER SHOULD BE SIMILAR TO THE CMS-PROJECT BEING BIDDED-OUT BY
THE DEVELOPMENT ACADEMY OF THE PHILIPPINES;
04. A PICKED-UP PROJECT (FROM EDF2) MUST DESCRIBE THE PURPOSE/S OF THAT PROJECT;
05. THE BIDDER MUST ALSO NARRATE THE REASON/S GIVEN BY THE OWNER WHY “CMS” OR SIMILAR/ EQUIVALENT SERVICES RENDERED BY THE BIDDER, WAS DEEMED NECESSARY BY THE OWNER;
06. THE BIDDER MUST SUBSTANTIATE ITS CLAIM BY ATTACHING COPY OF THE CERTIFICATE OF COMPLETION
DULY SIGNED BY THE OWNER.
EDF4: STATEMENT OF ALL OTHER CONSULTING SERVICES THAT ARE
ON-GOING OR NOT-YET-STARTED BY THE BIDDER SINCE
JANUARY2001
INSTRUCTIONS:
01. THIS FORM SHOULD BE ACCOMPLISHED USING THE BIDDER’S LETTERHEAD;
02. THE BIDDER IS EXPECTED TO WRITE THE DATA/INFORMATION DESCRIBED HEREBELOW USING AT MS
WORD V10 WITH FILENAME “[Other Projects EDF4-<name of Bidder>.docx]”
03. THE BIDDER MUST PICK-UP FROM EDF2 THE NAMES OF THE PROJECT/S THAT MUST BE DESCRIBED. THE
ENGAGEMENT OF THE BIDDER SHOULD BE SIMILAR TO THE CMS-PROJECT BEING BIDDED-OUT BY THE
DEVELOPMENT ACADEMY OF THE PHILIPPINES;
04. THE WRITE-UP MAY ALSO INCLUDE OTHER CONSULTING SERVICES THAT HAVE NOT-YET-STARTED
BUT ARE CONSIDERED SIMILAR PROJECT/S;
05. A PROJECT THAT WILL BE DESCRIBED MUST INDICATE THE PURPOSE/S OF THAT PROJECT;
06. THE BIDDER MUST ALSO NARRATE THE REASON/S GIVEN BY THE OWNER WHY THE OTHER CONSULTING
SERVICES RENDERED BY THE BIDDER WAS DEEMED NECESSARY BY THE OWNER;
07. THE BIDDER MUST SUBSTANTIATE ITS CLAIM BY ATTACHING COPY OF THE CERTIFICATE OF COMPLETION
DULY SIGNED BY THE OWNER, OR BY NOTICE-OF-AWARD/NOTICE-TO-PROCEED ISSUED BY THE OWNER.
Section V. BID DOCUMENT CHECKLIST <for OBD: Part1>
CHECKLIST re ELIGIBILITY DOCUMENTS
Instructions:
01. All submissions of the Bidder must clearly indicate on the upper right hand corner of the paper the document number. For example, the eligibility or technical documents most recent & valid SEC registration papers (i.e., 5 pcs) of “Bidder Corporation” should be marked “E01”, “E02”,
“E03”, “E04”, and “E05”. To make the markings obvious, all Bidders are enjoined to use red Permanent Marking Pen (or equivalent), & write the markings approximately one-inch size;
02. The Bidder, in submitting the required documents, must use the prescribed forms found in the attached Sample Forms. However, should it be unavoidable that a different form will be used, the Bidder must ensure that the substance in the sample forms can be gleaned in the equivalent document/s; and, they are written in the official letterhead & duly signed by the authorized/issuing entity.
03. On this checklist; the column “As Checked” shall be marked …
“PRESENT” to indicate that said document is available; or
“ABSENT” when the document listed is not available in the bid proposal submitted; or
“NO NEED” if the item in the checklist will not be appropriate. To ascertain that the Bidder DOES NOT intend to submit the said item in the checklist, a separate and distinct paper (i.e., bidder’s letterhead) should also be submitted but written it the phrase “BIDDER DID NOT SUBMIT”
04. During the Post-Qual Evaluation, a proposal may still be declared “not eligible” if the contents /substance of the document is found inappropriate or does not comply with the given requirements.
JV info: IS THE BIDDER INTO JOINT VENTURE AGREEMENT WITH
ANOTHER ENTITY/IES?
YES
NO
Bidding STAGE No.1: The ELIGIBILITY DOCUMENTS
ELIGIBILITY DOCUMENTS MARK AS CHECKED
1) Filled-out Eligibility Documents Submission Form (EDF1) re ELIGIBILITY DOCUMENTS SUBMISSION FORM E01
PRESENT
ABSENT
CLASS “A” ELIGIBILITY DOCUMENTS [LEGAL DOCUMENTS]
2) Photocopy of registration certificate from the Security and Exchange Commission (SEC) for corporations, Department of Trade & Industry (DTI) for sole proprietorships, or Cooperative Development Authority (CDA) for cooperatives.
E02 PRESENT
ABSENT
3) Photocopy of Mayor’s/ Business Permit issued by the city or municipality where the principal place of business of the prospective bidder is located; or its equivalent.
E03 PRESENT
ABSENT
4) Tax Clearance per Executive Order 398, Series of 2005, as finally reviewed and approved by the BIR E04
PRESENT
ABSENT
5) Income and Business Tax Returns for the years 2013, 2014,and 2015 E05 PRESENT
ABSENT
6) Certificate of PhilGEPS Registration E06 PRESENT
ABSENT
7) ISO Certification, if any E07
PRESENT
ABSENT NO NEED
Class “A” Eligibility Documents [Technical Documents]
8) Documents intended for EDF2; i.e., “STATEMENT OF ALL CONSULTING SERVICES CONTRACTS INCLUDING CONTRACTS AWARDED BUT NOT YET STARTED”
E08
PRESENT
ABSENT NO NEED
9) Documents intended for EDF3; i.e., “STATEMENT OF ALL COMPLETED CONTRACTS WHICH ARE SIMILAR IN NATURE (i.e., Construction Management Services for DAP)”
E09
PRESENT
ABSENT NO NEED
10) Documents intended for EDF4; i.e., “STATEMENT OF ALL OTHER CONSULTING SERVICES THAT ARE ON-GOING OR NOT-YET-STARTED BY THE BIDDER SINCE JANUARY2001”
E10
PRESENT
ABSENT NO NEED
11) Statement of the Consultant specifying its nationality and confirming that those who will actually perform the service are registered professionals authorized by the appropriate regulatory body to practice those professions and allied professions.
E11 PRESENT
ABSENT
12) Cluster1 of DOCUMENTS which will serve as the reference materials to establish the rating for short listing purposes re EXPERIENCE of the FIRM
Class “A” Eligibility Documents [Technical Documents]
13) Cluster2 of DOCUMENTS which will serve as the reference materials to establish the rating for short listing purposes re QUALIFICATIONS of the KEY PERSONNEL
E13 PRESENT
ABSENT
14) Cluster3 of DOCUMENTS which will serve as the reference materials to establish the rating for short listing purposes re CAPACITY relative to CURRENT WORKLOAD of the Firm
E14 PRESENT
ABSENT
15) WORK FOLIO SAMPLE/s of Construction Management Services (CMS) documentation of similar and all other completed projects. E15
PRESENT
ABSENT
Class “A” Eligibility Documents [Financial Documents]
16) The Bidder’s audited financial statements, showing, among others, the Consultant’s total and current assets and liabilities, stamped “received by the BIR” or its duly accredited and authorized institutions, for the years 2013, 2014, and 2015.
E16 PRESENT
ABSENT
Class “B” Documents [Eligibility Documents]
17) Valid Joint Venture Agreement (JVA), in case the joint venture is already in existence, or duly notarized statements from all the potential joint venture partners stating that they will enter into and abide by the provisions of the JVA in the instance that the bid is successful