Board Of Investments Makati City Metro Manila Tender

Description I. Background Pursuant To Executive Order (eo) No. 605 Series Of 2007, All Departments, And Agencies Of The Executive Branch, Including All The Government-owned And Controlled Corporations And Government Financial Institutions, Are Directed To Adopt The Iso Quality Management System (qms) As Part Of The Government-wide Quality Management Program. In Reference To Executive Order (eo) No. 61 , Series Of 2024, This Directive Aims To Integrate, Streamline, Overhaul, Improve And Align The New Government Performance Management System With The Internal Audit Program, Incentives Systems And Activities, In Accordance With Ra No. 3456, As Amended By Ra No. 4177, Also Known As The “internal Auditing Act Of 1962.” Additionally, It Seeks To Harmonize These Efforts With The Government Quality Management Systems Established Under Ao No. 161 (s. 2006) And Eo No. 605 (s. 2007). The Boi Undertook The External Surveillance Audit On 28-29 February 2024, Conducted By Acs W3 Solutionz Covering The Boi Main Office And Its Extension Offices In Cebu, Davao And Cagayan De Oro. In General, The Quality Management System Of Boi Was Found Compliant With The Audit Criteria Of International Auditing Standards And Therefore Recommended For The Continuation Of Its Certification, Which Was Issued On 13 March 2024 With Certificate Number 23.67.ph301301. This Certification Will Remain Valid Until 12 March 2026, Subject To An Annual Surveillance Audit. In Light Of These Requirements, There Is A Need To Procure The Services Of A Certifying Body To Carry Out Re-assessment And Surveillance Audit. These Audits Are Crucial For Validating The Agency’s Adherence To Iso Standards And Enhancing The Quality Of Services Provided To Its Stakeholders. Considering That The External Audit Is Set To Take Place In February 2025, It Is Recommended To Initiate An Early Procurement Process For The Iso Certifying Body. This Early Action Will Ensure Sufficient Time For Both The Procurement Process And The Necessary Preparations For The Upcoming External Audit. It Should Be Highlighted That The Contract For These Services Will Be Signed In 2025. Ii. Objective 1. To Procure The Services Of A Certifying Body To Confirm That The Boi Qms Conforms With The Iso 9001:2015 Standard; And 2. To Maintain The Iso 9001:2015 Quality Management System Certification. Iii. Scope Of Work And Deliverables Deliverables Description Timeline Stage 1: Preliminary Assessment Audit Plan The Certifying Body Shall Ensure That The Management System Conforms With The Requirements Of The Applied Standards Through The Conduct Of Virtual And/or Face To Face/ Physical Surveillance Audits. Preliminary Assessment Shall Be Conducted To Basically Determine Boi’s Preparedness For Certification. This Stage Includes Onsite Or Remote Activities Covering The Main Office In Makati City And Its Regional Offices In Davao, Cebu And Cagayan De Oro. Within Thirty (30) Days From The Time Of Execution Of Contract. Stage 2: Surveillance Audit Its Objective Is To Identify Conformity Of Boi’s Quality Management System (qms) With The Requirements Of The Applied Standards, Evaluation Of Qms Effectiveness, And Its Ability To Achieve The Established Objectives And Targets. Within Sixty (60) Days From The End Of The Preliminary Assessment. Stage 3: Decision On The Issuance Of A Certificate Of Conformity Or Report Of The Audit Results After Analysis Of The Audit Results, A Decision On The Issuance Of A Conformity Certificate Is Made. Within Thirty (30) Days After The Conduct Of Audit Or Before The Annivesary Of The Orignal Recertification Audit, Which Was Held Last 13 March 2024, Whichever Comes First. Iv. Qualification Of The Certifying Body (cb) The Certifying Body Shall Submit Documentary Proof Or Sample Work To Support The Following Qualifications Requirements: A. Qualifications And Competencies A. The Certifying Body Must Be Duly Accredited By Accreditation Body Under The International Accreditation Forum (iaf) With Iso 17021-1:2015 To Provide Qms Certification To Iso 9001:2015 For Eac36 Public Administration Or By A National Accreditation Agency That Are Duly Recognized By The Philippine Government Such As The Philippine Accreditation Bureau (pab) Of Department Of Trade And Industry. B. Must Not Have Provided Quality Management System Consulting Services Of Site-specific Auditor Training To The Agency Within Two (2) Years Prior To The Audit To Avoid Conflict Of Interest. C. The Certifying Body Must Have The Following: A. Minimum Of Five (5) Years Of Experience In Conducting Iso Qms Audits/ Certification; And B. Minimum Of Three (3) Qms Government Certification Projects Conducted. The Certifying Body May Field A Team (1 Lead Auditor And At Least 4 Auditors) With The Following Qualifications: Criteria For Technical Evaluation Qualification Lead Auditor • Degree Relevant To The Job. • With At Least Five (5) Years Experience In Conducting Iso Audits • With At Least Three (3) Similar Projects (that Is, Iso Qms Certification For Government Institutions); Or At Least Three (3) Relevant Projects (that Is, Iso Qms Certification For Private Companies). Audit Team Members • Degree Relevant To The Job. • With At Least Two (2) Years Experience In Conducting Iso Audits • With At Least One (1) Similar Project (that Is, Iso Qms Certification For Government Institutuons); Or At Least One (1) Relevant Project (that Is, Iso Qms Certification For Private Companies). B. Documentary Requirements/ Submissions The Winning Certifying Body Should Be Able To Present Required Eligibility Documents, Including The Following: 1. Eligibility Requirements A. Certificate Of Accreditation Issued By International Accreditation Forum (iaf) Or Philippine Accreditation Bureau (pab) Under The Department Of Trade Of Industry, Which Is An Iaf Member And The Recognized National Accreditation Body In The Philippines Pursuant To Executive Order No. 802, S. 2009 Or Any Other Iaf Member Currently Active Within The Forum B. Applicable Business Registration Certificates (sec, Dti, Cda) With Articles Of Incorporation Or Partnership (in Case Of Corporation Or Partnership); C. Mayor’s/business Permit Issued By The City Or Municipality Where The Principal Place Of Business Of The Prospective Bidder Is Located, Or The Equivalent Document For Exclusive Economic Zones Or Areas. In Cases Of Recently Expired Mayor’s/business Permits, It Shall Be Accepted Together With The Official Receipt As Proof That The Bidder Has Applied For Renewal Within The Period Prescribed By The Concerned Local Government Unit: Provided, That The Renewed Permit Shall Be Submitted As A Post Qualification Requirement In Accordance With Section 34.2 Of The Irr Of Ra 9184; D. Income/business Tax Returns; And E. Philippine Government Electronic Procurement System (philgeps) Certification. 2. Technical Documents A. Provide Its Company Profile Showing That It Has Been Existing For At Least Five (5) Years, Highlighting Related Projects, Scope Of Work And Implementation Methodology; B. Curriculum Vitae Of The Proposed Audit Team, Including Supporting Documents; C. Program Design With Complete And Clear Scope Of Work And Implementation Methodology, Including Team Composition And Tasks And Schedule; D. List Of Ongoing And Completed Government And Private Contracts Similar In Nature To The Contracts To Bid, Within The Last Five (5) Years Preceding The Date Of Submission Of Bids. For Completed Contracts, Must Be Accompanied By Certificate Of Acceptance Issued By Least Three (3) Clients; E. For The Audit Team Leader, Certificate Issued By International Register Of Cetificate Auditors (irca). For The Audit Team Member/s, Certification Of Completion Of Lead Auditor Course For Qms. V. Selection Criteria The Certifying Body Must Attain A Hurdle Rate Of 70% Based On The Following Set Of Selection Criteria For Technical Proposal With Their Corresponding Weight Assignment: Criteria/particular Weigth A. Eligible Experience Of The Iso Certifying Body 1. Years Of Experience In Conducting Iso Qms/audits/ Certification; And 2. No. Of Iso Government Certification Projects. 30% B. Qualifications Of The Audit Team 1. Education 2. Experience 3. Training 40% C. Program Design 1. Substance Of The Program Design Submitted. 2. Clarity Of Methodologies And Approaches 30% Total 100% Hurdle Rate 70% Vi. Confidentiality Of Data And Information All Information Reviewed And Recorded By The Certifying Body Audit Team Should Always Be Treated With The Strictest Confidence. Audit Information Shall Not Be Used Inappropriately For Personal Gain By The Auditor Or The Audit Client, Or In A Manner Detrimental To The Legitimate Interest Of The Auditee. This Concept Includes The Proper Handling Of Confidential Information Hereof. Vii. Duration And Approved Budget The Certifying Body Will Be Engaged For One (1) Year Covering The Annual Surveillance Audits. The Approved Budget For The Contract (abc) In One Hundred Fifty Thousand Pesos (php. 150,000.00) Inclusive Of Applicable Government Taxes, Upon Completion Of The Agreed Deliverables. Viii. Schedule Of Payment The Certifying Body Shall Be Paid Within A Reasonable Time After Each Deliverable In Accordance With The Following Schedule Of Payment, Subject To The Acceptance By Boi Of The Deliverables Per Stage: Date Deliverables Amount Of Payment Within Thirty (30) Days From The Time Of Execution Of Contract Stage 1. A. Preliminary Assessment B. Audit Plan Php 50,000.00 Within Sixty (60) Days From The End Of The Preliminary Assessment Stage 2. Surveillance Audit Php 50,000.00 Within Thirty (30) Days After The Conduct Of Audit Or Before The Annivesary Of The Orignal Recertification Audit, Which Was Held Last 13 March 2024, Whichever Comes First. Stage 3. Issuance Of Certificate Of Conformity And Report Of Audit Results Php 50,000.00 Total Php 150,000.00 Ix. Liquidated Damages If The Contractor Refuses Or Fails To Satisfactorily Complete The Work Within The Specified Contract Time, Inclusive Of Any Extension Time Duly Granted, The Contractor Shall Pay Boi Liquidated Damages, At Least One Tenth Of One Percent (1%) Of The Cost Of The Unperformed Portion For Every Day Of Delay Until Actual Delivery Or Peformance. Once The Cumulative Amount Of Liquidated Damages Reaches Ten Percent (10%) Of The Amount Of The Contract, The Boi May Rescind Or Terminate The Contract, Without Prejudice To Other Courses Of Action And Remedies Available Under The Circumstances Such As But Not Limited To Forfeiture Of Performance Security And/or Blacklisting Of The Contractor. X. Retention Fee. Payment To The Contractor Is Subject To A Retention Money Of One Percent (1%) Of The Contract Price, Which Shall Be Withheld For A Period Of One (1) Year Or Until The Issuance By Boi Of A Certificate Indicating Satisfactory Completion By The Certifying Body Of Its Obligations. Xi. Performance Security. To Guarantee The Faithful Performance Of Its Obligations Under This Contract, The Certifying Body Shall Post A Performance Security In Any Of The Following Forms Prior To The Signing Of The Contract: Form Of Performance Security Amount Of Performance Security A) Cash Or Cashier’s/manager’s Check Issued By A Universal Or Commercial Bank. Goods And Consulting Services – Five Percent (5%) B) Bank Draft/guarantee Or Irrevocable Letter Of Credit Issued By A Universal Or Commercial Bank. C) Such Bond Callable Upon Demand Issued By A Surety Or Insurance Company Duly Certified By The Insurance Commission As Authorized To Issue Such Security. Thirty Percent (30%) The Performance Security Shall Be Denominated In Philippine Pesos And Posted In Favor Of Boi, Which Shall Be Forfeited In The Event It Is Established That The Certifying Body Is In Default In Any Of Its Obligations Under This Contract. The Performance Security Shall Be Effective Upon Its Issuance And Shall Remain Valid Until Issuance By Boi Of The Certificate Of Final Acceptance. Xii. Reservation Clause The Boi Reserves The Right To Reject Any End 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 Republic Act No. 9184 And Its Implementing Rules And Regulations Without Thereby Incurring Any Liability To The Affected Bidder Or Bidders.