Professional Documents
Culture Documents
OUTLINE
1. What is planning?
2. Nature of Planning
3. Procurement Planning
3.1 Importance of Planning
3.2 Preparing the PPMP
3.3 Preparing the APP
4. Procurement Monitoring
4.1 Importance of Monitoring
4.2 Preparing the PMR
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PHILIPPINE PROCUREMENT PARADIGM
PLANNING
- refers to predetermined
course/s of action to achieve a
desired end/goal.
PROCUREMENT PLANNING
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WHY PROCUREMENT PLANNING
Procurement Planning ensures that the overall goal of a
particular project will be effectively and efficiently
achieved.
− advance deliveries
− suki system
− unwarranted resort to alternative methods
procurement
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SECTION 7.1 OF IRR
Procurement Planning and Budgeting Linkage
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ACTORS IN PROCUREMENT
PLANNING
TECHNICAL
END USER WORKING GROUP
BUDGET
OFFICE (TWG)
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PROJECT PROCUREMENT
MANAGEMENT PLAN (PPMP)
Contracting
Arrangement
PPMP
Time
Extent/size
schedule
Procurement
methods
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IDENTIFYING THE NEED
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TECHNICAL SPECIFICATIONS, SCOPE
OF WORK, AND TERMS OF REFERENCE
Consult Stakeholders
In developing the project requirements and TS/SOW/TOR, the
Procuring Entity may engage the services of technical
experts, whether in-house or consultants, to ensure that the
requirements and the TS/SOW/TOR are adequate to achieve
the objectives of the particular procurement.
Set clear Specifications:
– Generic and flexible
– Clear and unambiguous
– Reminder on Reference to Brand Names (Section 18)
– Updated, where technology is taken into account
– Fits the actual requirements of the PMO/End-user
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APPROVED BUDGET FOR THE
CONTRACT (ABC)
The ABC reflected in the APP and PPMP shall be consistent
with the appropriations for the project authorized in the
GAA, continuing and automatic appropriations, the
corporate budget, and the appropriations ordinance, as the
case may be.
For multi-year contracts, for which a Multi-Year Obligational
Authority (MYOA) or an equivalent document is required, the
ABC shall be that incorporated in the project cost reflected
in the MYOA or equivalent document
For Foreign-funded Procurement, the ABC refers to the cost
estimate prepared by the PE and approved by the foreign
government/foreign or international financing institution as
specified in the Treaty or International or Executive Agreement
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APPROVED BUDGET FOR THE
CONTRACT (ABC)
End user to conduct market study
Market price, inflation and cost of money related to the
procurement time table must also be considered.
In determining the ABC, the end-user unit, with the
assistance of the TWG (when necessary), must consider
the different cost components.
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PROCUREMENT MILESTONES
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PROCUREMENT MILESTONES
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PROCUREMENT MILESTONES
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METHOD OF PROCUREMENT
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PPMP vs PR
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ANNUAL PROCUREMENT PLAN (APP)
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ANNUAL PROCUREMENT PLAN (APP)
All procurement should be meticulously and judiciously planned
by procuring entity
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ANNUAL PROCUREMENT PLAN (APP)
1 2 3 5 7
4 6
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PREPARATION OF APP
When GAA,
Corporate Budget
or Appropriation
Upon approval Ordinance
of HOPE, Budget becomes final,
Submit Budget Office will PPMPs will be
Proposal to forward PPMPs finalized and
HOPE to BAC submitted to BAC
Submit to
Budget Office Secretariat for Secretariat for
for Consolidation consolidation and
evaluation and Review approval of the
HOPE.
Prepare Project
Procurement
Management
Plan (PPMP)
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PREPARATION OF APP
• Checking of • Recommendation of
procurement procurement
methods methods by the
BAC
• Propose
procurement
methods (End-user)
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REVISIONS ON APP
End-User Update
/Supplement
PPMP
Consolidate
PPMP to
BAC & BAC Sec Updated/
Supplemental
APP
Approve
Updated
HOPE /Supplemental
APP
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ANNUAL PROCUREMENT PLAN (APP)
Procurement Short of Award
To facilitate the immediate implementation of procurement ,
even pending approval of the GAA, corporate budget or
appropriations ordinance, as the case may be, the PE may
undertake the procurement activities short of award
For a contract with a period not exceeding one (1) year,
the ABC shall be based on the amount in the approved
indicative APP as included in the proposed national budget
(NEP) submitted by the President to Congress; on budget
levels as proposed to the governing board for GOCCs
No award of contract shall be made until the GAA or
corporate budget has been approved
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APP vis-a-vis APP-CSE
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APP-CSE
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TIPS IN CONSOLIDATING PPMPS
Mode of Procurement
Sources of Funds
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5 RIGHTS IN PUBLIC PROCUREMENT
Source
Value for Money
Time/
Quantity
Delivery
Procurement
Price Quality
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POSSIBLE CONSEQUENCES
3. Suspension of Officials
5. Project Delays
6. Project Failures
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WHAT IS MONITORING?
Defined as:
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MONITORING AND EVALUATION
The PMR shall cover all procurement activities specified in the APP,
whether on-going and completed from holding of the pre-
procurement conference to the issuance of the notice of award and
approval of the contract, including the actual time for each major
procurement activity.
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WHY MONITOR?
Performance
– Efficiency
– Effectiveness
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PROCUREMENT MONITORING REPORT (PMR)
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MONITORING AND EVALUATION
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SUBMISSION & POSTING
REQUIREMENTS
• APP
– Submission to the GPPB (AO 222) and posting in the procuring
entity's website of its APP for CY 2012 (Section 1.1 of the IRR of
EO 662), following the form and format downloadable from the
GPPB website
– Changes in the APP, if any, for the budget year shall be submitted to
the GPPB in July of the current budget year, and in January of the
following budget year
• PMR
– Submission to the GPPB (Section 12.2 of IRR of RA 9184) and
posting in the procuring entity's website of its approved
Procurement Monitoring Report every semester, following the
form and format downloadable from the GPPB website (Section
1.2 of the IRR of EO 662)
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THANK YOU!!
Contact us at:
TeleFax: (632)900-6741 to 44
Email Address: gppb@gppb.gov.ph
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