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Procedure for the procurement of consulting service - DOH

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<strong>DOH</strong> CUSTOMIZED PROCUREMENT MANUAL VOLUME 4 2010<br />

PREPARING FOR THE PROCUREMENT OF<br />

CONSULTING SERVICES<br />

Volume I <strong>of</strong> this Manual contains an extensive discussion <strong>of</strong> Procurement Planning as a general concern<br />

<strong>for</strong> all kinds <strong>of</strong> government <strong>procurement</strong>, while this Section mainly focuses on concerns that are particular<br />

to <strong>the</strong> <strong>procurement</strong> <strong>of</strong> <strong>consulting</strong> <strong>service</strong>s. As such, it is advisable <strong>for</strong> <strong>the</strong> reader to refer to <strong>the</strong> pertinent<br />

discussions in Volume I be<strong>for</strong>e and during <strong>the</strong> reading <strong>of</strong> this Section.<br />

Preparing <strong>for</strong> <strong>procurement</strong> basically involves three activities: <strong>procurement</strong> planning, preparation <strong>of</strong> <strong>the</strong><br />

bidding documents, and <strong>the</strong> conduct <strong>of</strong> <strong>the</strong> pre-<strong>procurement</strong> conference. Procurement planning entails<br />

ensuring that plans <strong>for</strong> <strong>procurement</strong> are linked to budgets, preparing <strong>the</strong> Project Procurement Management<br />

Plan and consolidating all PPMPs into <strong>the</strong> Annual Procurement Plan. Formulating <strong>the</strong> PPMP involves<br />

identifying <strong>the</strong> <strong>procurement</strong> project requirements, writing <strong>the</strong> Terms <strong>of</strong> Reference, determining <strong>the</strong><br />

Approved Budget <strong>for</strong> <strong>the</strong> Contract, identifying <strong>the</strong> schedule <strong>of</strong> milestone activities, and determining <strong>the</strong><br />

method <strong>of</strong> <strong>procurement</strong>.<br />

The PPMP is <strong>the</strong>n trans<strong>for</strong>med into <strong>the</strong> bidding documents, which ought to contain all <strong>the</strong> in<strong>for</strong>mation a<br />

prospective bidder needs to prepare its bid. There<strong>for</strong>e, in preparing <strong>the</strong> bidding documents, one has to<br />

ensure that <strong>the</strong>se accurately and comprehensively reflect <strong>the</strong> main elements <strong>of</strong> <strong>the</strong> PPMP. One also has to<br />

make sure that <strong>the</strong> documents are <strong>of</strong> <strong>the</strong> kind, and <strong>for</strong>m prescribed by <strong>the</strong> revised IRR and <strong>the</strong>se Manuals.<br />

The pre-<strong>procurement</strong> conference is <strong>the</strong> <strong>for</strong>um where all <strong>of</strong>ficials <strong>of</strong> <strong>the</strong> procuring entity involved in <strong>the</strong><br />

project meet to discuss all aspects <strong>of</strong> <strong>the</strong> said project and to determine <strong>the</strong> readiness <strong>of</strong> <strong>the</strong> procuring entity<br />

to undertake <strong>the</strong> <strong>procurement</strong>. The conference focuses on <strong>the</strong> TOR, <strong>the</strong> ABC, <strong>the</strong> appropriateness and<br />

applicability <strong>of</strong> <strong>the</strong> recommended method <strong>of</strong> <strong>procurement</strong>, and <strong>the</strong> availability <strong>of</strong> budget, among o<strong>the</strong>rs.<br />

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