PHILIPPINE BIDDING DOCUMENTS

Procurement of Consulting Services for theSurvey on Philippine Dive Tourism

Reference No.: DOT-BAC-REI NO. 2021-012

CHECKLIST OF ELIGIBILITY REQUIREMENTS
THE ELIGIBILITY ENVELOPE SHALL CONTAIN THE FOLLOWING:

1.

ELIGIBILITY DOCUMENTS SUBMISSION FORM (ANNEX A);

2.

Valid PhilGEPS Pla num Cer
with Sec on 8.5.2 of the IRR.

cate of Registra on and Membership in accordance

In case the PhilGEPS Pla num Cer cate of Registra on and Membership is not yet
available, the prospec ve bidder may submit the following Class “A” Documents,
provided however that the PhilGEPS Pla num Cer cate of Registra on andMembership must be submi ed during Post-quali ca on:❑

Registra on cer cate from Securi es and Exchange Commission (SEC),
Department of Trade and Industry (DTI) for sole proprietorship, or Coopera ve
Development Authority (CDA) for coopera ves; and❑Mayor’s/Business permit issued by the city or municipality where the principal
place of business of the perspec ve bidders is located, or the equivalent for
Exclusive Economic Zones or Areas; and(In case of recently expired Mayors/Business permit, submission of the expired
Mayor’s/Business permit together with the o cial receipt (renewal) shall be
accepted, provided that the renewed permit shall be submi ed as a postquali ca on requirement in accordance with Sec on 34.2 of the IRR or RA9814);
and

For individual consultants not registered under a sole proprietorship, BIR
Cer ca on of Registra on shall be submi ed, in lieu of DTI registra on andMayor’s/Business permit;❒

Tax Clearance per E.O. 398, series of 2005, as nally reviewed and approved by
the BIR; and❑The Consultant’s Audited Financial Statements (AFS), showing, among others, theconsultant’s total and current assets, liabili es, stamped “received” by the BIR or
its duly accredited and authorized ins tu ons, for the preceding calendar year
which should not be earlier than two (2) years from the date of bid submissions.

TECHNICAL DOCUMENTS
3.

Statement of the perspec ve bidder of all its ongoing (ANNEX TD-1) and completed(ANNEX TD-2) government and private contracts, including contracts awarded but not

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yet started, if any, whether similar or not similar in nature and complexity to thecontract to be bid, within the last three (3) years. In case of completed contract, pleasea ach Cer cate of Sa sfactory Comple on issued by the client.

4.

Statement of the consultant specifying its na onality and con rming that those who will
actually perform the service are registered professionals authorized by the appropriate
regulatory body to prac ce those professions and allied professions (ANNEX TD-3),
including the respec ve curriculum vitae of the lead consultant and team members;

CLASS ‘B” Documents:
5.

Valid Joint Venture Agreement (JVA) (ANNEX JVA), in case a joint venture is already inexistence. In the absence of a JVA, duly notarized statements from all the poten al joint
venture partners sta ng that they will enter into and abode by the provisions of the JVA
in the instance that he bid is successful, shall be included in the bid. Failure to enter intoa joint venture in the event of a contract award shall be ground for the forfeiture of thebid security. Each partner of the joint venture shall submit the PhilGEPS Cer cate ofRegistra on in accordance with the Sec on 8.5.2 of RA9184 and its IRR. The submissionof technical and nancial documents by any of the joint venture partners cons tutes
compliance.

Note:

All documents shall be current and updated and any missing document in theabove-men oned Checklist is a ground for outright rejec on of the bid. Bidders
are required to submit one (1) original and ve (5) photo copies of their eligibility
documents.
To facilitate the evalua on of the bids, bidders are advised to follow thearrangement in the above-men oned checklist when placed in an Envelope, with
documents tabbed and labeled accordingly.

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TABLE OF CONTENTSPART ISECTION I. REQUEST FOR EXPRESSION OF INTEREST .......................................................................................5
SECTION II. ELIGIBILITY DOCUMENTS .............................................................................................................8
SECTION III. ELIGIBILITY DATA SHEET ............................................................................................................15

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Section I. Request for Expression of Interest

5REQUEST FOR EXPRESSION OF INTEREST FOR THE
Procurement of Consulting Services for theSurvey on Philippine Dive Tourism(DOT-BAC REI No. 2021-012
1. The Department of Tourism (DOT), through the General Appropriations Act 2021 intends to apply
the sum of Four Million Philippine Pesos (PhP4,000,000.00) being the Approved Budget for theContract (ABC) to payments under the contract for DOT-BAC-REI No. 2021-012 Bids received inexcess of the ABC shall be automatically rejected at the opening of the financial proposals.
2. The DOT now calls for the submission of eligibility documents for the Procurement ofConsulting Services for Survey on Philippine Dive Tourism. Eligibility documents of interested
consultants must be duly received by the BAC Secretariat on or before 07 June 2021 (until 2:00
p.m. only) at the Procurement Management Division, 4th Floor, DOT Bldg., No. 351 Sen. Gil
Puyat Avenue, Makati City. Eligibility Check will be on 08 June 2021, 10:00 a.m. to be held at
the Multi-Purpose Hall, 6th floor DOT Bldg., 351 Sen. Gil Puyat Avenue, Makati City, and thru
MS Teams (virtual platform), simultaneously. Applications for eligibility will be evaluatedbased on a non-discretionary “pass/fail” criterion.
3. Interested bidders may obtain further information from DOT and inspect the Bidding Documents at
the address given below during 8:00 a.m. to 3:00 p.m.
4. A complete set of Bidding Documents may be acquired by interested bidders on 01 June 2021 to 07
June 2021 (8:00 a.m. to 3:00 p.m) from the address below.
It may also be downloaded free of charge from the website of the Philippine Government Electronic
Procurement System (PhilGEPS) and the website of the Procuring Entity.
5. The BAC shall draw up the short list of consultants from those who have submitted Expression ofInterest, including the eligibility documents, and have been determined as eligible in accordancewith the provisions of Republic Act 9184 (RA 9184), otherwise known as the “Government
Procurement Reform Act”, and its Implementing Rules and Regulations (IRR). The short list shallconsist of five (5) prospective bidders who will be entitled to submit bids. The criteria and rating
system for short listing are:•Applicable experience of the consultant: Relevance of the company portfolio
to the project; Years of experience; and Past Clients (65 points);•

Qualification of personnel assigned (25 points); and•Current workload relative to capacity (10 points);
Passing Rate: 70 points

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6.

Bidding will be conducted through open competitive bidding procedures using non-discretionary“pass/fail” criterion as specified in the IRR of RA 9184.
Bidding is open to all interested bidders, whether local or foreign, subject to theconditions for eligibility provided in the IRR of R.A. 9184

7. The Procuring Entity shall evaluate bids using the Quality Based Evaluation (QBE) procedure.
The criteria and rating system for the evaluation of bids shall be provided in the Instructions to
Bidders.
8. The contract shall be for five (5) months effective from the receipt of the Consultant of the Noticeto Proceed (NTP).
9.

The DOT reserves the right to reject any and all bids, declare a failure of bidding, or not award
the contract at any time prior to contract award in accordance with Section 41 of RA 9184 and its
IRR, without thereby incurring any liability to the affected bidder or bidders.

10. For further information, please refer to:
Mr. GODOFREDO R. MALDONADO, JR.
Head, DOT-BAC Secretariat
Procurement Management Division, 4th Floor, DOT Bldg.
351 Sen. Gil Puyat Ave., Makati City
Telephone Nos. 459-5200 to 30 loc. 425
Email Address: dot.bac@tourism.gov.ph/ grmaldonado@tourism.gov.ph
Facsimile No.: 459 5200 to 30 Loc. 425
Website Address: www.tourism.gov.ph

USEC. ROBERTO P. ALABADO III
DOT-BAC Chairperson

31 May 2021

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Section II. Eligibility Documents8

1.

Eligibility Criteria
1.

2.

The following persons/entities shall be allowed to participate in the bidding
for Consulting Services:(a)

Duly licensed Filipino citizens/sole proprietorships;(b)Partnerships duly organized under the laws of the Philippines and ofwhich at least sixty percent (60%) of the interest belongs to citizens of
the Philippines;(c)Corporations duly organized under the laws of the Philippines and ofwhich at least sixty percent (60%) of the outstanding capital stock
belongs to citizens of the Philippines;(d)

Cooperatives duly organized under the laws of the Philippines; or(e)Persons/entities forming themselves into a joint venture, i.e., a groupof two (2) or more persons/entities that intend to be jointly andseverally responsible or liable for a particular contract: Provided,
however, That Filipino ownership or interest thereof shall be at least
sixty percent (60%). For this purpose, Filipino ownership or interest
shall be based on the contributions of each of the members of the joint
venture as specified in their JVA.

2.

When the types and fields of Consulting Services involve the practice ofprofessions regulated by law, those who will actually perform the services
shall be Filipino citizens and registered professionals authorized by theappropriate regulatory body to practice those professions and allied
professions specified in the EDS.

3.

If the Request for Expression of Interest allows participation of foreign
consultants, prospective foreign bidders may be eligible subject to theconditions stated in the EDS.

4.

Government owned or –controlled corporations (GOCCs) may be eligible toparticipate only if they can establish that they (a) are legally and financiallyautonomous, (b) operate under commercial law, and (c) are not attachedagencies of the Procuring Entity.

Eligibility Requirements
2.1.

The following eligibility requirements, together with the Eligibility
Documents Submission Form, shall be submitted on or before the date of theeligibility check specified in the Request for Expression of Interest and Clause
5 for purposes of determining eligibility of prospective bidders:

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(a)

Class “A” Documents –Legal Documents(i)

PhilGEPS Certificate of Registration and Membership in
accordance with Section 8.5.2 of the IRR, except for foreignbidders participating in the procurement by a Philippine
Foreign Service Office or Post, which shall submit theireligibility documents under Section 24.1 of the IRR, provided,that the winning Consultant shall register with PhilGEPS in
accordance with Section 37.1.4 of the IRR;

Technical Documents(ii)Statement of the prospective bidder of all its ongoing andcompleted government and private contracts, including
contracts awarded but not yet started, if any, whether similar or
not similar in nature and complexity to the contract to be bid,within the relevant period provided in the EDS. The statement
shall include, for each contract, the following:(ii)(1) the name and location of the contract;(ii)(2) date of award of the contract;(ii)(3) type and brief description of consulting services;(ii)(4) consultant’s role (whether main consultant,
subconsultant, or partner in a JV)(ii)(5) amount of contract;(ii)(6) contract duration; and(ii)(7) certificate of satisfactory completion or equivalent
document specified in the EDS issued by the client, inthe case of a completed contract;

(iii)

(b)

Statement of the consultant specifying its nationality andconfirming that those who will actually perform the service areregistered professionals authorized by the appropriate
regulatory body to practice those professions and allied
professions in accordance with Clause 1.2, including theirrespective curriculum vitae.

Class “B” Document –If applicable, the Joint Venture Agreement (JVA) in case the joint
venture is already in existence, or duly notarized statements from all

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the potential joint venture partners in accordance with Section 24.1(b)of the IRR of RA 9184.

3.

4.

2.2.

The eligibility requirements or statements, the bids, and all other documents tobe submitted to the BAC must be in English. If the eligibility requirements orstatements, the bids, and all other documents submitted to the BAC are inforeign language other than English, it must be accompanied by a translationof the documents in English. The documents shall be translated by the relevant
foreign government agency, the foreign government agency authorized totranslate documents, or a registered translator in the foreign bidder’s country;
and shall be authenticated by the appropriate Philippine foreign service
establishment/post or the equivalent office having jurisdiction over the foreignbidder’s affairs in the Philippines. The English translation shall govern, forpurposes of interpretation of the bid.

2.3.

Prospective bidders may obtain a full range of expertise by associating withindividual consultant(s) and/or other consultants or entities through a JV or
subcontracting arrangements, as appropriate. However, subconsultants may
only participate in the bid of one short listed consultant. Foreign Consultants
shall seek the participation of Filipino Consultants by entering into a JV with,or subcontracting part of the project to, Filipino Consultants.

Format and Signing of Eligibility Documents
3.1.

Prospective bidders shall submit their eligibility documents through their duly
authorized representative on or before the deadline specified in Clause 5.

3.2.

Prospective bidders shall prepare an original and copies of the eligibility
documents. In the event of any discrepancy between the original and thecopies, the original shall prevail.

3.3.

The Eligibility Documents Submission Form shall be signed by the duly
authorized representative/s of the Bidder. Failure to do so shall be a ground forthe rejection of the eligibility documents.

3.4.

Any interlineations, erasures, or overwriting shall be valid only if they are
signed or initialed by the duly authorized representative/s of the prospective
bidder.

Sealing and Marking of Eligibility Documents
4.1.

Prospective bidders shall enclose their original eligibility documents describedin Clause 2.1, in a sealed envelope marked “ORIGINAL – ELIGIBILITY
DOCUMENTS”. Each copy thereof shall be similarly sealed duly marking
the envelopes as “COPY NO. ___ - ELIGIBILITY DOCUMENTS”. Theseenvelopes containing the original and the copies shall then be enclosed in one
single envelope.

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4.2.

The original and the number of copies of the eligibility documents as indicatedin the EDS shall be typed or written in ink and shall be signed by theprospective bidder or its duly authorized representative/s.

4.3.

All envelopes shall:

4.4

5.

(a)

contain the name of the contract to be bid in capital letters;(b)bear the name and address of the prospective bidder in capital letters;(c)be addressed to the Procuring Entity’s BAC specified in the EDS;(d)bear the specific identification of this Project indicated in the EDS; and(e)bear a warning “DO NOT OPEN BEFORE…” the date and time forthe opening of eligibility documents, in accordance with Clause 5.

Eligibility documents that are not properly sealed and marked, as required in
the bidding documents, shall not be rejected, but the bidder or its duly
authorized representative shall acknowledge such condition of the documents
as submitted. The BAC shall assume no responsibility for the misplacement of
the contents of the improperly sealed or marked eligibility documents, or for
its premature opening.

Deadline for Submission of Eligibility Documents
Eligibility documents must be received by the Procuring Entity’s BAC at the address
and on or before the date and time indicated in the Request for Expression of Interestand the EDS.

6.

Late Submission of Eligibility Documents
Any eligibility documents submitted after the deadline for submission and receipt
prescribed in Clause 5 shall be declared “Late” and shall not be accepted by theProcuring Entity. The BAC shall record in the minutes of submission and opening of
eligibility documents, the Bidder’s name, its representative and the time the eligibility
documents were submitted late.

7.

Modification and Withdrawal of Eligibility Documents
7.1.

The prospective bidder may modify its eligibility documents after it has been
submitted; provided that the modification is received by the Procuring Entity
prior to the deadline specified in Clause 5. The prospective bidder shall not beallowed to retrieve its original eligibility documents, but shall be allowed tosubmit another set equally sealed, properly identified, linked to its original bid
marked as “ELIGIBILITY MODIFICATION” and stamped “received” by the
BAC. Modifications received after the applicable deadline shall not be
considered and shall be returned to the prospective bidder unopened.

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8.

7.2.

A prospective bidder may, through a letter of withdrawal, withdraw its
eligibility documents after it has been submitted, for valid and justifiablereason; provided that the letter of withdrawal is received by the Procuring
Entity prior to the deadline prescribed for submission and receipt of eligibility
documents.

7.3.

Eligibility documents requested to be withdrawn in accordance with thisClause shall be returned unopened to the prospective bidder concerned. A
prospective bidder that withdraws its eligibility documents shall not be
permitted to submit another set, directly or indirectly, for the same project. A
prospective bidder that acquired the eligibility documents may also express its
intention not to participate in the bidding through a letter which should reachand be stamped by the BAC before the deadline for submission and receipt ofeligibility documents.

Opening and Preliminary Examination of Eligibility Documents
8.1.

The BAC will open the envelopes containing the eligibility documents in thepresence of the prospective bidders’ representatives who choose to attend, atthe time, on the date, and at the place specified in the EDS. The prospective
bidders’ representatives who are present shall sign a register evidencing theirattendance.
In case the submitted eligibility envelopes cannot be opened as scheduled due
to justifiable reasons, the BAC shall take custody of the said envelopes andreschedule the opening on the next working day or at the soonest possible timethrough the issuance of a Notice of Postponement to be posted in the
PhilGEPS website and the website of the Procuring Entity concerned.

8.2.

Letters of withdrawal shall be read out and recorded during the opening of
eligibility documents and the envelope containing the corresponding
withdrawn eligibility documents shall be returned unopened to thewithdrawing prospective bidder.

8.3.

The eligibility documents envelopes and modifications, if any, shall be opened
one at a time, and the following read out and recorded:

8.4.

(a)

the name of the prospective bidder;(b)whether there is a modification or substitution; and(c)the presence or absence of each document comprising the eligibility
documents vis-à-vis a checklist of the required documents.

The eligibility of each prospective bidder shall be determined by examining
each bidder’s eligibility requirements or statements against a checklist ofrequirements, using non-discretionary “pass/fail” criterion, as stated in the
Request for Expression of Interest, and shall be determined as either “eligible”

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or “ineligible.”
If a prospective bidder submits the specific eligibility
document required, he shall be rated “passed” for that particular requirement.
In this regard, failure to submit a requirement, or an incomplete or patently
insufficient submission, shall be considered “failed” for the particulareligibility requirement concerned. If a prospective bidder is rated “passed” forall the eligibility requirements, he shall be considered eligible to participate in
the bidding, and the BAC shall mark the set of eligibility documents of theprospective bidder concerned as “eligible.” If a prospective bidder is rated“failed” in any of the eligibility requirements, he shall be considered ineligible
to participate in the bidding, and the BAC shall mark the set of eligibility
documents of the prospective bidder concerned as “ineligible.” In either case,the BAC chairperson or his duly designated authority shall countersign themarkings.

9.

10.

Short Listing of Consultants
9.1.

Only prospective bidders whose submitted contracts are similar in nature andcomplexity to the contract to be bid as provided in the EDS shall beconsidered for short listing.

9.2.

The BAC shall draw up the short list of prospective bidders from thosedeclared eligible using the detailed set of criteria and rating system to be used
specified in the EDS.

9.3.

Short listed consultants shall be invited to participate in the bidding for thisproject through a Notice of Eligibility and Short Listing issued by the BAC.

Protest Mechanism
Decision of the Procuring Entity at any stage of the procurement process may bequestioned in accordance with Section 55 of the IRR of RA 9184.

14Section III. Eligibility Data Sheet

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Eligibility Data Sheet
Eligibility
Documents
1.2

Procurement of Consulting Services for the Survey on Philippine Dive
Tourism through the General Appropriations Act of CY 2021

1.3

No further instructions.

2.1(a)(ii)

The statement of all ongoing and completed government and private
contracts shall include all such contracts within three (3) years prior to thedeadline for the submission and receipt of eligibility documents.

2.1(a)(ii.7)

Certificate of Satisfactory Service or any other proof of completion ofcontract

4.2

Each prospective bidder shall submit one (1) original and five (5)photocopies of its eligibility documents.

4.3(e)

USEC. ROBERTO P. ALABADO III, DOT-BAC Chairperson
c/o Mr. Godofredo R. Maldonado, Jr., DOT-BAC Head, Secretariat
Procurement Management Division, 4th Floor, DOT Bldg., No. 351 Sen.
Gil Puyat Ave., Makati City

4.3(f)

Ref. No.: DOT-BAC-REI No. 2021-012

5

The address for submission of eligibility documents is at the Procurement
Management Division, 4th Floor, DOT Bldg., No. 351 Sen. Gil Puyat
Ave., Makati City
The deadline for submission of eligibility documents is on or before 09:00
am of 08 June 2021

8.1

The place of opening of eligibility documents is at the Multi-Purpose
Hall, 6th Floor, DOT Bldg., No. 351 Sen. Gil Puyat Ave., Makati CityThe Opening of Eligibility Documents will be conducted through videoconferencing using the MS Teams platform on 08 June 2021 at 10:00 a.m
Prospective bidders who are interested in joining the opening of eligibility
documents must send the following details to the BAC Secretariat via email at dot.bac@tourism.gov,ph not later than 5:00 p.m. of 207 June
2021.

9.1

Similar contracts shall refer to contracts that involve market research inany industry conducted for local and international organizations.

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9.2

(a)

Applicable experience of the consultant: Relevance of thecompany portfolio to the project; Years of experience; and Past
Clients (65 points);(b)

Qualification of personnel who may be assigned to the job (25points); and(c)Current workload relative to capacity (10 points);
Total Score : 100 points
Passing Score: 70 points

Please find below the Eligibility Check and Shortlisting Criteria
and Rating:I.

Applicable Experience of the Consultant - 65 points
a. Relevance of the company portfolio to the project
Bidder has conducted at least 5 research projects - 25
pointsBidder has conducted less than 5 research projects - 10
pointsBidder has no experience in conducting research
projects - 0 point
b. Years of Experience
Bidder has at least 5 years of experience conducting
research or consulting projects - 25 points
Bidder has 3 to 4 years of experience conducting
research of consulting projects - 10 points
Bidder has less than 3 years of experience conducting
research or consulting projects - 0 point17

c. Past clients
Bidder has completed two (2) or more market research
projects with a contract cost equal or greater thanP2,000,000.00. - 15 points
Bidder has completed one (1) market research projectwith a contract cost equal or greater than P2,000,000.00- 10 points
Bidder has no experience conducting market research
projects with contract cost equal or greater thanP2,000,000.00 - 0 point

II.

Qualification of Personnel be assigned- 25 points
All assigned personnel have experience working on atleast 2 research projects - 25 points
50% of assigned personnel have experience workin on
at least 2 research projects.
Assigned personnel have no experience working on
research projects - 0 point

III.

Current workload relative to capacity - 10%
Bidder has one (1) to three (3) ongoing projects with
contract cost equal or greater than the approved budget
for the contract (ABC). - 10 points
Bidder has no ongoing projects with contract cost equal
or greater the ABC - 5 points-OO-

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