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OUTLINE
I. Procurement Standards
II. Alternative Methods
1. Limited Source Bidding*
2. Direct Contracting
3. Repeat Order
4. Shopping
5. Negotiated Procurement
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OUTLINE
5. Negotiated Procurement:
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PROCUREMENT STANDARD
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PROCUREMENT STANDARD
EXCEPTION
Alternative methods shall be resorted ONLY:
1. In highly exceptional case For any change in the method
2. To promote economy and efficiency of procurement, the APP shall
3. Justified by conditions specified in IRR be updated first prior to the
conduct of the procurement
activity.
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1. LIMITED SOURCE BIDDING
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1. LIMITED SOURCE BIDDING
APPLICABILITY:
CONDITIONS:
Highly specialized types where only a few bidders are known
to be available, or
Major plant components beneficial to limit bidding to known
qualified bidders to maintain uniform quality and
performance of the plant
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1. LIMITED SOURCE BIDDING
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2. DIRECT CONTRACTING
APPLICABILITY:
CONDITIONS: (Continuation)
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3. REPEAT ORDER
APPLICABILITY:
CONDITIONS:
1. Same or lower unit prices than those in the original contract,
provided that such prices are still the most advantageous to the
GOP after price verification;
2. No splitting of contracts, requisitions and Purchase Orders;
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3. REPEAT ORDER
CONDITIONS: (Continuation)
3. Availed of within 6 months from the date of the NTP arising from
the original contract, provided that there has been a partial delivery,
inspection and acceptance of the goods within the same period;
4. Not to exceed 25% of the quantity of each item in the original
contract;
5. Original contract awarded through competitive bidding; and
6. The goods under the original contract must be quantifiable, divisible
and consisting of at least four (4) units per item
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4. SHOPPING
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4. SHOPPING
The phrase “ordinary or regular office supplies” are those supplies,
commodities, or materials which are necessary in the transaction
of official business, and consumed in the day-to-day operations.
This will not include services such as repair and maintenance of
equipment and furniture, as well as trucking, hauling and related ot
analogous services. 19
4. SHOPPING
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4. SHOPPING
The BAC shall send the RFQs to at least three (3) suppliers of known
qualifications, and at least three (3) price quotations must be
obtained.
The deadline for submission may be extended thrice, if none or less than the
required number of quotations are received.
In case no supplier responded after the third extension, the BAC shall conduct
a mandatory review in accordance with Section IV(K) of Annex H.
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4. SHOPPING
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5.a NEGOTIATED PROCUREMENT -
SMALL VALUE PROCUREMENT
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5.a NEGOTIATED PROCUREMENT -
SMALL VALUE PROCUREMENT
APPLICABILITY:
The BAC shall prepare and send the RFQs/RFPs to at least three (3)
suppliers, contractors or consultants of known qualifications.
Receipt of at least one (1) quotation/proposal is sufficient to
proceed with the evaluation thereof.
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5.a NEGOTIATED PROCUREMENT -
SMALL VALUE PROCUREMENT
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5.a NEGOTIATED PROCUREMENT -
SMALL VALUE PROCUREMENT
THRESHOLD:
NGAs, GOCCs, GFIs, SUCs and Autonomous Regional Government–
PhP1,000,000
LGUs:
Maximum Amount (in Philippine Pesos)
Classification
Province City Municipality
1st Class 1,000,000 1,000,000 200,000
2nd Class 1,000,000 1,000,000 200,000
3rd Class 1,000,000 800,000 200,000
4th Class 800,000 600,000 100,000
5th Class 600,000 400,000 100,000
6th Class 400,000 200,000 100,000
In the case of Barangays, the maximum amount is PhP50,000 29
SHOPPING AND SMALL VALUE
PROCUREMENT
The PE should be able to
produce supporting
documents that it has
PROCEDURAL GUIDELINES:invited at least 3 suppliers.
Send RFQ/RFP to at
Post in PhilGEPS, PE’s
least 3 suppliers website and conspicuous
Prepare *May be 1 in case of 52.1(a) place for 3 cd
RFQ/RFP *Receipt of 3 RFQs for 52.1(b) is *Except 52.1(a) and ABC 50k and below
mandatory
*Extend deadline if no quotation is
Receipt of 1 RFQ in SVP will received
suffice
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SHOPPING and SMALL VALUE
PROCUREMENT
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5.b NEGOTIATED PROCUREMENT -
TWO FAILED BIDDINGS
APPLICABILITY:
Invite at least
three (3)
suppliers/ Best Offer Awarding of
contractors/ contract
consultants Requirements, guidelines,
documents, clarifications, or other
information relative to the
negotiations shall be 33
communicated on an equal basis.
5.b NEGOTIATED PROCUREMENT -
TWO FAILED BIDDINGS
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5.b NEGOTIATED PROCUREMENT -
TWO FAILED BIDDINGS
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5.c NEGOTIATED PROCUREMENT -
EMERGENCY CASES
APPLICABILITY:
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5.c NEGOTIATED PROCUREMENT -
EMERGENCY CASES
CONDITIONS:
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5.c NEGOTIATED PROCUREMENT -
EMERGENCY CASES
In all instances, the HoPE shall confirm in writing the existence and
veracity of the ground/s relied upon before approving the contract.
Considering that the underlying reason of this modality relates to “time
element”, the PE should consider appropriate timing or the proximity of
time between the actual procurement activity to be conducted and the
emergency sought to be addressed.
When the reason or cause for the emergency has already been abated,
adoption of competitive bidding shall be considered.
When the ground is based on imminent danger to life during a state of
calamity, there must be a declaration by a competent authority of a state
of calamity before any procurement activity may be undertaken.
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5.d NEGOTIATED PROCUREMENT -
TAKE-OVER OF CONTRACTS
APPLICABILITY:
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5.d NEGOTIATED PROCUREMENT -
TAKE-OVER OF CONTRACTS
CONDITIONS:
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5.d NEGOTIATED PROCUREMENT -
TAKE-OVER OF CONTRACTS
The BAC shall post-qualify and negotiate starting with the 2nd LCB or
HRB at the said bidder’s original bid price, then on to the next if
negotiation fails. Authority to negotiate contracts
for projects under this modality
shall be subject to prior approval
If negotiation fails, the BAC may either: by the HoPE.
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5.e NEGOTIATED PROCUREMENT -
ADJACENT OR CONTIGUOUS
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5.e NEGOTIATED PROCUREMENT -
ADJACENT OR CONTIGUOUS
APPLICABILITY:
CONDITIONS:
1. Original contract is a result of competitive bidding;
2. Subject contract has similar or related scopes of work;
3. Within the contracting capacity of the contractor/consultant;
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5.e NEGOTIATED PROCUREMENT -
ADJACENT OR CONTIGUOUS
CONDITIONS: (Continuation)
4. In determining the SLCC, NFCC and PCAB license, the sum of the value
of the remaining works for the existing contract and the ABC of the
contiguous or adjacent work shall be considered;
5. The same prices or lower unit prices as the original contract
less mobilization cost,
6. The ABC of the contiguous or adjacent work involved does not
exceed the contract amount of the ongoing project.
7. No negative slippage/delay during the time of negotiation, and
8. Negotiations (e.g. scope of work or terms of reference, unit price and
other terms and conditions) commenced before expiry of original
contract.
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5.e NEGOTIATED PROCUREMENT -
ADJACENT OR CONTIGUOUS
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5.f NEGOTIATED PROCUREMENT -
AGENCY-TO-AGENCY
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5.f NEGOTIATED PROCUREMENT -
AGENCY-TO-AGENCY
APPLICABILITY:
All procurement to be undertaken by the Servicing Agency, including
those required for the project, shall be governed by the provisions of RA
9184.
All projects undertaken under A-to-A shall be subject to pertinent
budgeting, accounting, and auditing rules and regulations.
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5.f NEGOTIATED PROCUREMENT -
AGENCY-TO-AGENCY
CONDITIONS:
1. The PE shall justify that entering into an A-to-A with the Servicing
Agency is more efficient and economical to the government;
2. The Servicing Agency has the mandate to deliver the goods and
services required to be procured or to undertake the infrastructure
project or consultancy required by the Procuring Agency;
3. Servicing Agency has the absorptive capacity to undertake the
project;
4. Servicing Agency owns or has access to the necessary tools and
equipment required for the project;
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5.f NEGOTIATED PROCUREMENT -
AGENCY-TO-AGENCY
CONDITIONS:
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5.f NEGOTIATED PROCUREMENT -
AGENCY-TO-AGENCY
PROCEDURAL GUIDELINES:
The End-User
The End-User shall secure a The HoPE shall
shall justify to certificate from The BAC shall enter into a MOA
the BAC that the the relevant issue a with the
resort to A-to-A officer of the Resolution Servicing
is more efficient Servicing recommending Agency upon
and economical Agency that the the use of A-to-A approval of the
to the latter complies to the HoPE. BAC
government. with the recommendation
conditions.
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5.g NEGOTIATED PROCUREMENT
SCIENTIFIC, SCHOLARLY OR ARTISTIC WORK,
EXCLUSIVE TECHNOLOGY AND MEDIA SERVICES
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5.g NEGOTIATED PROCUREMENT
SCIENTIFIC, SCHOLARLY OR ARTISTIC WORK,
EXCLUSIVE TECHNOLOGY AND MEDIA SERVICES
APPLICABILITY:
All types of Procurement involving:
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5.g NEGOTIATED PROCUREMENT
SCIENTIFIC, SCHOLARLY OR ARTISTIC WORK,
EXCLUSIVE TECHNOLOGY AND MEDIA SERVICES
APPLICABILITY: (Continuation)
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5.g NEGOTIATED PROCUREMENT
SCIENTIFIC, SCHOLARLY OR ARTISTIC WORK,
EXCLUSIVE TECHNOLOGY AND MEDIA SERVICES
CONDITIONS:
1. End-User shall conduct a market study and determine the
probable sources to justify the need to procure through this
negotiated modality;
2. The study should confirm that the supplier, contractor or
consultant could undertake the project at more advantageous
terms; and
3. The market study must be conducted prior to the commencement
of the procurement process.
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5.h NEGOTIATED PROCUREMENT
HIGHLY TECHNICAL CONSULTANTS
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5.h NEGOTIATED PROCUREMENT
HIGHLY TECHNICAL CONSULTANTS
APPLICABILITY:
CONDITIONS:
1. Work involves:
Highly technical or proprietary; or
Primarily confidential or policy determining, where trust and
confidence are the primary consideration; and
2. Term is, at the most, 1 year, renewable at the option of the appointing HOPE,
but in no case to exceed the term of the latter.
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5.j NEGOTIATED PROCUREMENT
LEASE OF REAL PROPERTY AND VENUE
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5.j NEGOTIATED PROCUREMENT
LEASE OF REAL PROPERTY AND VENUE
APPLICABILITY:
Goods (Real Property and Venue)
• The BAC shall indicate in the RFQ or RFP at what stage of the
procurement process these requirements must be submitted, i.e.,
submission of offer/s, evaluation of offer/s, before issuance of
Notice of Award or prior to payment.
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DOCUMENTARY REQUIREMENTS
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DOCUMENTARY REQUIREMENTS
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DOCUMENTARY REQUIREMENTS
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POSTING REQUIREMENTS
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PHILGEPS REGISTRATION
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PHILGEPS REGISTRATION
Continuation:
For Two-Failed Biddings and LSB, the BAC shall require the
submission of a Certificate of PhilGEPS Registration in
accordance with Sec. 8.5.2 of the IRR of RA 9184
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INVITATION OF OBSERVERS
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REFERENCE TO BRAND NAMES
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DELEGATION OF AUTHORITY
1. Shopping (b)
2. Negotiated Procurement under Emergency Cases
3. Small Value Procurement
4. Lease of Real Property and Venue
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PERFORMANCE and
WARRANTY SECURITIES
Alternative Method of Performance Warranty Security
Procurement Security
(PS)
Emergency Cases Procuring Entity may Procuring Entity may
require PS depending on require WS depending on
the nature of the the nature of the
procurement project. procurement project.
However, for In no case shall WS be
Infrastructure Projects, required in the procurement
PS is required. of Consulting Services.
Take-over of Contracts
Adjacent/Contiguous For Infrastructure Projects,
WS is required.
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PERFORMANCE and
WARRANTY SECURITIES
Alternative Method of Performance Warranty Security
Procurement Security
Small Value Procurement (PS)
Procuring Entity may Procuring Entity may
require PS depending on require WS depending on
the nature of the the nature of the
procurement project. procurement project.
However, for In no case shall WS be
Infrastructure Projects, required in the procurement
PS is required. of Consulting Services.
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OTHER TERMS AND CONDITIONS
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THANK YOU!!
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