ARTICLE NO. CE LAWS, ETHICS, AND CONTRACTS VIII. RECEIPT AND OPENING BIDS IX. JANNA M. BAUTISTA BSCE 3-3 Required documents by the Bids and Awards Committee (BAC): 01. Class “A” documents ❑ ✓ ✓ ✓ ❑ ✓ ✓ ✓ ❑ ✓ ✓ Legal documents Registration certificate Mayor’s/Business permit Tax clearance Technical documents Statement of the prospective bidder Statement of the bidder’s Single Largest Completed Contract (SLCC)valid Philippine Contractors Accreditation Board (PCAB) License or Special PCAB License in case of Joint Ventures, and registration for the type and cost of the contract to be bid Financial documents prospective bidder’s audited financial statements, total and current assets and liabilities, prospective bidder’s computation of Net Financial Contracting Capacity (NFCC) BID EVALUATION Required documents by the Bids and Awards Committee (BAC): 02. Class “B” documents ❑ For goods ✓ valid joint venture agreement (JVA) ❑ For infrastructure projects ✓ JVA in accordance with R.A. 4566 and its IRR In case of foreign bidders, the eligibility requirements or statements, the bids, and all other documents to be submitted to the BAC must be in English. If in foreign language other than English, it must be accompanied by a translation of the documents in English. Eligibility criteria for the procurement of goods: Eligibility criteria for the procurement of goods: The following shall be eligible to participate in the bidding for the supply of goods: d) Cooperatives duly organized under the laws of the Philippines; or e) Persons/entities forming themselves into a joint venture, a) b) c) i.e., a group of two (2) or more persons/entities that intend to be jointly and severally responsible or liable for a particular contract: Provided, however, that Filipino ownership or interest of the joint venture concerned shall be at least sixty percent (60%). Duly licensed Filipino citizens/sole proprietorships; Partnerships duly organized under the laws of the Philippines and of which at least sixty percent (60%) of the interest belongs to citizens of the Philippines; Corporations duly organized under the laws of the Philippines, and of which at least sixty percent (60%) of the outstanding capital stock belongs to citizens of the Philippines; Eligibility criteria for the procurement of infrastructure projects: The following persons/entities shall be allowed to participate in the bidding for Infrastructure Projects: The computation of a prospective bidder’s NFCC must be at least equal to the ABC to be bid: a) NFCC = [(Current assets minus current liabilities) (15)] – (value of all outstanding or uncompleted portions of the projects under ongoing contracts, including awarded contracts yet to be started, coinciding with the contract to be bid) b) c) Duly licensed Filipino citizens/sole proprietorships; Partnerships duly organized under the laws of the Philippines and of which at least seventy-five percent (75%) of the interest belongs to citizens of the Philippines; Corporations duly organized under the laws of the Philippines, and of which at least seventy-five percent (75%) of the outstanding capital stock belongs to citizens of the Philippines; Eligibility criteria for the procurement of infrastructure projects: d) Cooperatives duly organized under the laws of the Philippines; or e) Persons/entities forming themselves into a joint venture, i.e., a group of two (2) or more persons/entities that intend to be jointly and severally responsible or liable for a particular contract: Provided, however, That in accordance with Letter of Instructions No. 630 (LOI 630), Filipino ownership or interest of the joint venture concerned shall be at least seventy-five percent (75%): Provided, further, That joint ventures in which Filipino ownership or interest is less than seventy-five percent (75%) may be eligible where the structures to be built require the application of techniques and/or technologies which are not adequately possessed by a person/entity meeting the seventy-five percent (75%) Filipino ownership requirement: Provided, finally, That in the latter case, Filipino ownership or interest shall not be less than twenty-five percent (25%). The computation of a prospective bidder’s NFCC must be at least equal to the ABC to be bid: NFCC = [(Current assets minus current liabilities) (15)] – (value of all outstanding or uncompleted portions of the projects under ongoing contracts, including awarded contracts yet to be started, coinciding with the contract to be bid) Submission and Receipt of Bids Required documents by the Bids and Awards Committee (BAC): 1) Eligibility Two (2) separate sealed bid envelopes shall be submitted simultaneously Check of Prospective Bidders 2) Short Listing of Prospective Bidders First Envelope ➢ contains the technical information/documents Second Envelope ➢ contains the financial information/documents Preliminary Examination of Bids Bid Security Amount of Bid Security Form of Bid Security (Not less than the required percentage of the ABC) Cash or cashier’s/manager’s check issued by a Universal or Commercial Bank Bank draft/guarantee or irrevocable letter of credit issued by a Universal or Commercial Bank: Surety bond callable upon demand issued by a surety or insurance company duly certified by the Insurance Commission Two percent (2%) Five percent (5%) ➢ The BAC shall open the first bid envelopes in public to determine each bidder’s compliance with the documents required to be submitted for eligibility and for the technical requirements. Bids that fail to include any requirement or are incomplete or patently insufficient shall be considered as “failed.” Preliminary Examination of Bids ➢ The BAC shall forthwith open the second bid envelope of each remaining eligible bidder whose first bid envelope was rated “passed.” The second envelope of each complying bidder shall be opened within the same day. The BAC shall rate the bid concerned as “failed” if the submitted total bid price exceeds the ABC. Ceiling for Bid Prices ● ABC shall be the upper limit or ceiling for acceptable bid prices. Abstract of bids Bid Evaluation for the Procurement of Goods and Infrastructure Projects a) b) Completeness of the bid Arithmetical corrections ❖ Name of the contract and its location, if applicable; ❖ Time, date and place of bid opening; and ❖ Names of bidders and their corresponding calculated bid prices arranged from lowest to highest, the amount of bid security and the name of the issuing entity. Bid Evaluation of Short Listed Bidders for Consulting Services The purpose of bid evaluation is to determine the Highest Rated Bid. Different evaluation procedures as specified in the Bidding Documents: a) b) Thanks! Quality-Based Evaluation Procedure Quality-Cost Based Evaluation Procedure CREDITS: This presentation template was created by Slidesgo, including icons by Flaticon, and infographics & images by Freepik.