Académique Documents
Professionnel Documents
Culture Documents
OVERVIEW
LEARNING OBJECTIVE/S:
Provide a summary of important concepts
of procurement to establish a common
foundation for participants
Procurement
the acquisition of goods, consulting services, and the
Government Procurement
Transparency
Competitiveness
Streamlined
Process
Accountability
Public
Monitoring
Procurement
Goods
Supplies, materials and general support services essential to the operation
Consulting Services
Those which require adequate external and professional expertise beyond
Infrastructure Projects
Include construction, improvement, rehabilitation, repair, restoration or
Procurement
Competitive Bidding
Alternative
Availability of
Alternative Methods
Limited Source
Bidding
Direct
Contracting
Goods
Repeat Order
Shopping
Negotiated
Procurement
Consulting
Services
Infrastructure
Projects
Limited Source
Bidding
Direct Contracting
Repeat Order
Shopping
Negotiated
Procurement
Limited Source
Bidding
Negotiated
Procurement
Negotiated
Procurement
EXERCISES
Procurement Basics
As a group determine whether each item for procurement
is a good, consulting service, or infrastructure project.
Should such item/s be procured through competitive
bidding? If not, state your reasons and choose which type
of alternative procurement applies best.
Be ready to share your answers in 5 minutes.
CONSULTING
SERVICES
LEARNING OBJECTIVE/S:
Learn to distinguish consulting services from
other subjects of procurement
Become familiar with basic guidelines for hiring
of consultants
Consultant
Natural or juridical person
Hired based on expertise, experience and capability
Filipino consultants preferred if services required
Services
Goods
on-personal or contractual
services
Consultancy
Advisory and
Review
Services
Pre-investment/
Feasibility
studies
Design
Services
Construction
supervision
Management
and related
services
Other technical
services or
special services
EXERCISES
A. Consultants
Read the case study.
Determine whether or not a consultant is needed for the
project. If so, what should be the qualifications of the
consultant? What other conditions will you impose?
PROCUREMENT
PLANNING
LEARNING OBJECTIVE/S:
Understand the procurement planning process
Become familiar with important planning
documents
Formulate procurement strategies
Procurement Planning
Preparations for the next fiscal years procurement start at
Procurement Planning
Procurement Planning
DBM
Budget
Call
Prepare
WFP
Develope
PPMP
Consolida
te PPMP
to APP
Approve
APP
Milestones:
Preparing the Work Financial Plans (WFP)
Developing the Project Procurement Management Plans (PPMP)
Consolidating the PPMPs into the Annual Procurement Plan
Approval of the Annual Procurement Plans
The PPMP is a
document prepared
by the end-user units
that reflects the
different PAPs, as well
as the mode of
procurement to be
undertaken for the
succeeding calendar
year, in consideration
of the DOH Budget
Proposal.
Develop
Project
Requirements
Determine
ABC
Plot
Milestones
Determine
Procurement
Method
PPMP
End-user A
document that
consolidates the various
PPMPs submitted by the
various PMOs and enduser units within the
Procuring Entity.
APP
PPMP
End-user B
the procurement
activities that will be
undertaken by the
Procuring Entity within
the calendar year.
Include all
Only crucial
Factor
Regularly
6. ABC.
foreseeable
emergencies
reviewed and
updated
Procurement Strategy
The procurement strategy is the
approach to be adopted by the
BAC in the procurement of items
included in the APP.
EXERCISES
A. Procurement Planning Process
Without looking at the previous slides, outline the
procurement planning process.
B. PPMP and APP
Examine the sample PPMP/APP handed out.
Take note of the contents.
Determine procurement strategies which may be adopted.
Be ready to share your observations/answers.
PROCUREMENT
PREPARATIONS
LEARNING OBJECTIVE/S:
Become familiar with procurement
preparation process
Procurement Preparations
Procurement Preparations
Procurement
Planning
Preparation
of Bidding
Documents
Conduct of
Preprocurement
Conference
Determine ABC
prepared by the
end-user and duly
approved by HOPE
or authorized
approving official
Assistance of
external/internal
technical experts
may be engaged
whenever needed in
drafting the TOR.
ABC
Request for Expression of Interest (REI)
Eligibility Requirements
Instruction to Bidders
Terms of Reference (TOR)
Scope of work
Plans/Drawings and Technical Specifications
Form of Bid, Price Form, List of Goods or Bill of
Quantities
9. Delivery Time or Completion Schedule
10. Form, Amount and Validity Period of Bid
Security
11. Form, Amount and Validity of Performance
Security and Warranty
12. Form of Contract and General and Special
Conditions
Documents issued by
EXERCISES
A. Procurement Preparations
When should procurement preparation start? What are the
requisite documents?
Identify the three steps in the procurement preparation.
B. Terms of Reference
Evaluate the sample TOR.
Determine the sufficiency of the information contained therein.
Enumerate options available to the procuring entity whenever
drafting the TOR for a highly specialized project proves to be
very difficult.
Be ready to share your answers in 15 minutes.