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PTSMP TOR - 01 Mar 2017
PTSMP TOR - 01 Mar 2017
Terms of Reference
FORMULATION OF THE PHILIPPINE TRANSPORTATION SYSTEM MASTER PLAN
1. BACKGROUND/RATIONALE
1.1. The Philippine Development Plan (PDP) 2017-2022 puts emphasis on the
important role of the transportation sector in facilitating the movement of people,
goods and services in support of the performance of other productive sectors and
in the provision of equitable access to basic services. The construction of transport
facilities is deemed one of the major drivers of accelerated infrastructure spending
given the large investments required for transport systems like toll roads and
tunnels, railways, airports, and sea ports, among others. The challenge for the
sector, however, is the lack of a central reference document that unifies the results
of various transport-related plans formulated for the respective transport sub-
sectors, i.e., roads and bridges, railways, civil aviation, maritime and urban
transport, by entities from both the national and local levels of Government. With
the increasing demand for transport services, it is imperative that the Government
ensure that transport projects are strategically built and operated to complement
each other within an interconnected network of multimodal systems.
1.2. The National Transport Policy (NTP) intends to guide all transport-related
agencies in pursuing policy decisions and future investments by setting the
parameters for planning at the agency level whose outputs shall be evaluated and
approved on the basis of their compliance and consistency with such policy. The
formulation of a comprehensive transport master plan on a nationwide scale is one
of the strategies espoused in the NTP particularly to ensure a holistic and
evidence-based program/project selection process.
1.3. In this regard, the NEDA shall engage services of the Consultants to formulate a
Philippine Transportation System Master Plan (PTSMP), the results of which, (i)
will be used by the NEDA – Investment Coordination Committee (ICC) in the
evaluation/appraisal of transport infrastructure projects, particularly in ensuring
that plans and projects are well-prepared from a network perspective; (ii) will be
used by implementing agencies to guide the respective planning and programming
exercises; and (iii) will be used as reference by stakeholders in other productive
sectors, e.g., implementing agencies, private sector, etc., in preparing their
respective sector development plans and programs.
2.1. The study aims to come up with a master plan, formulated based on a detailed
assessment of the existing national transport network and the results of a
comprehensive analysis of the gaps therein, to:
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2.2. The study also aims to enhance the capacity of NEDA and other concerned
agencies/institutions on the various transport planning tools and techniques,
especially those employing new technology, through training workshops.
3. SCOPE OF WORKS
3.1.1. Review past and current transport sector studies, feasibility studies, master
plans, pertinent policies and other interventions at the national and local
levels. Examples of such documents are, but not limited to:
3.1.3. Analyze and forecast passenger and freight movements, i.e., through
origin-destination survey, etc., and formulate relevant baseline indicators,
e.g., transport cost/shipping cost, travel time, environmental impact, etc.
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3.1.7. Guided by the NTP and aligned with the thrusts of the Government for
transport infrastructure development as embodied in the PDP, formulate
the Philippine Transport System Master Plan containing the results of the
foregoing activities and the corresponding recommended strategies and
action plans addressing the identified challenges.
3.2.1. The Consultant shall put together all the data gathered and the analyses
undertaken thereof in a single database which shall be turned over to
NEDA at the end of the study period.
3.3. Reporting
3.3.2. Study updates and preliminary results will be presented to the Inter-
Agency Committee on Transport Planning (IATCTP) and the NEDA
Board Committee on Infrastructure (INFRACOM) upon request of NEDA,
as recommended by NEDA-IS.
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3.3.3. As scheduled, the Interim Report, Draft VE/VA Report and Draft Final
Report, the latter to be accompanied by an audio visual presentation and
other presentation media, will be presented to the IATCTP and
INFRACOM for review and subsequent endorsement, if warranted.
3.4. Training/Workshop
The engagement of the Consultant shall be for a period of twelve (12) months,
exclusive of capacity building training/workshops, commencing from the date of
receipt of the Notice to Proceed (NTP) or seven (7) days after the issuance of the
NTP, whichever is earlier. Refer to Annex 1 for the indicative timeline of the Study.
4.2. Deliverables
A detailed Work Financial Plan (WFP) shall be given by the Consultant to NEDA
for review within ten (10) days from the date of commencement as indicated in
the NTP.
The Consultant shall deliver to NEDA the following outputs in the form and
number indicated therein:
Output Timeline
Draft Inception Report indicating the Within one (1) month from contract
work plan and methodology/approach effectivity.
to be adopted in the conduct of the
Study [Five (5) hard copies and in
electronic form]
Draft Business Case Report on the Within seventeen (17) weeks from
identified short-term investment contract effectivity.
projects [Five (5) hard copies and in
electronic form]
Draft Interim Report including Within twenty-two (22) weeks from
preliminary output/s [Five (5) hard contract effectivity.
copies and in electronic form]
Monthly, starting from 1st month up
Progress Reports [Five (5) hard copies
and in electronic form] to 11th month, from contract
effectivity
Draft VE/VA Report including Within seven (7) months from
preliminary output/s [Five (5) hard contract effectivity.
copies and in electronic form]
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Output Timeline
Draft Final Report [Five (5) hard Within ten (10) months from contract
copies and in electronic form] effectivity.
Final Report [Ten (10) hard copies and Within twelve (12) months from
in electronic form] contract effectivity.
The Inception Report shall include, among others, the approved detailed WFP and
the description of the corresponding activities/programs of work/milestones
accomplished/fulfilled by the date of submission thereof, as well as the fulfillment
of the study conditions enumerated herein and/or the approaches and
methodologies to be used in the formulation of the master plan.
The Business Case Reports shall include, among others, the identified short-term
investment projects that are ready for implementation after the conduct of the
Master Plan.
The Interim Report shall include, among others, the status of implementation of
the study in relation to the scope of work and preliminary results of the study.
The Draft Final Report will consist of the completed master plan which will be
submitted to NEDA for final approval.
The Monthly Progress Reports shall include updates on the physical and financial
accomplishments of each activity under the WFP, e.g., consultation meetings and
trainings/workshops conducted, problems encountered and measures taken to
resolve them.
5.1. A core consultant team (firm) with extensive local knowledge of the Philippine
economy, particularly of the Philippine transport sector, will take the lead in
undertaking the study and presenting the findings and recommendations to the
IATCTP and INFRACOM, and in all related stakeholder consultations. The core
team should have at least the following expertise:
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5.1.11. Other sector specialists may be mobilized to provide inputs to the core
team and the Consultant may also employ research assistant/s at his/her
own expense.
Eligible Consultants should pass the hurdle rate of 70 out of 100 points to be
considered shortlisted to participate in this procurement activity. The
points/weights of the criteria for shortlisting are shown in Annex B (Criteria for
Shortlisting).
1
Similar experience refers to previous accomplishments/contracts with scope of works involving the
formulation of a master plan and/or other related studies/services relating to the transport infrastructure sector.
While, relevant experience, pertains to previous accomplishments/contracts with scope of works covering the
formulation of a master plan pertaining to the infrastructure sector in general as well as other transport
infrastructure sector related studies/services.
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Implementing Rules and Regulations (IRR) at 80% for the Technical Proposal
and 20% for the Financial Proposal.
6. RESPONSIBILITIES
6.1.2. Shall, through its NEDA Bids and Awards Committee (NBAC), be
responsible for facilitating the bidding and tendering of the consultancy
services following a public bidding mode of procurement in compliance
with RA 9184 and its Revised IRR;
6.1.3. Shall be responsible for the disbursement of the fund for the conduct of the
Master Plan formulation once the contract is executed. NEDA shall pay
the corresponding amounts due to the Consulting Firm as payments for
remuneration and reimbursable costs under the contract and in accordance
with the schedule under the TOR;
6.1.4. Shall be responsible for the preparation and submission of financial reports
as required by the Department of Budget and Management (DBM) and
other reportorial requirements;
6.1.6. Shall provide assistance in coordinating with other agencies and related
stakeholders for the plan formulation;
6.1.7. Shall have the option to detail at least two (2) counterpart technical
personnel to the planning activity for the purpose of on-the-job capacity
building/technology transfer; and
6.1.8. Shall provide, upon the request of the Consulting Firm, available
information/data and also if available, copies of previous related studies
subject to the execution of the Confidentiality and Non-Disclosure
Agreement (CNDA), if necessary.
6.2.1. Shall be working under the supervision of NEDA, and all related activities
relative to the conduct of the Master Plan formulation, and shall seek prior
consent from NEDA regarding the venue and program including target
participants of the consultation workshops including layout for printing of
the Master Plan;
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6.2.2. Shall conduct, during the contract period, coordination meetings with
NEDA and other stakeholders as necessary to: (a) discuss the progress of
the work and preliminary output; (b) give the Government the opportunity
to make comments and suggestions on a timely basis; and (c) resolve
problems and issues that may be encountered;
6.2.3. Shall be responsible for the conduct of the Study and the timely delivery of
results/outputs as indicated above;
6.2.4. Shall be responsible for the provision of necessary office space, which
shall be within close proximity to NEDA, for their project staff as well as
the Government’s detailed personnel, including necessary office
equipment (i.e., computer, printers, office supplies, etc.) for the conduct of
the plan formulation. All equipment procured for the development of the
project shall be transferred to the NEDA by the end of the project;
6.2.5. Shall shoulder all expenses required in the conduct of the Study, including
field participation of government counterpart staff and all other costs
related to the conduct of the Training/Workshop;
6.2.6. Shall: (a) carry out the services with theories and best practices to ensure
that the final works will provide the most economical and feasible
development plan for the transport sector; (b) accept full responsibility for
the consulting services to be performed under this TOR for which the
Consulting Firm is liable to NEDA; (c) perform the work in an efficient
and diligent manner and shall use its best effort to keep reimbursable costs
down to the possible minimum without impairing the quality of services
rendered; and (d) comply with, and strictly observe any laws regarding
workmen’s health and safety, workmen’s welfare, compensation for
injuries, minimum wage, hours of labor and other labor laws;
6.2.7. Shall: (a) keep accurate and systematic records and accounts in respect of
the Services in such form and detail as is customary and sufficient to
establish accurately that the costs and expenditures under this TOR have
been duly incurred; and, (b) permit the duly authorized representative/s of
the Government from time to time to inspect its records and accounts as
well as to audit the same;
6.2.8. Shall not assign nor sub-contract any part of the Services under this TOR
to any person of Firm, except with prior written consent of NEDA. The
approval by the Government to the assignment of any part of said Services
or to the engagement by the Consultant of sub-contractors to perform any
part of the same shall not relieve the Consultant of any obligations under
this TOR;
6.2.9. Shall, during or after the conclusion or termination of the plan formulation,
limit its role under the project to the provision of the services and hereby
disqualifies itself and any other contractor, consulting specialist or
manufacturer with which it is associated or affiliated, from the provision of
goods and services other than the services herein, except as NEDA may
otherwise agrees;
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6.2.10. Shall prohibit full-time foreign staff during his/her assignment under this
TOR to engage, directly or indirectly, either in his/her name, or through
the Consulting Firm, in any business or professional activities in the
Philippines other than the performance of his/her duties or assignment
under this TOR;
6.2.11. Shall accommodate at least two (2) counterpart personnel from the
Government (i.e., personnel from NEDA-IS), who shall be detailed to the
Project for the purpose of capacity-building and technology transfer. (The
Consulting Firm is not required to pay remuneration, honoraria nor
allowance to the Government counterpart staff, but will shoulder all
expenses attendant to their assigned tasks such as travel, accommodation,
meals, etc. on a reimbursable basis);
6.2.12. Shall not, at any time, communicate to any person or entity any
information disclosed to them for the purpose of this Services, nor shall
the Consultant make public any information as to the recommendations
formulated on the course of or as a result of the Services, except with prior
consent of NEDA;
6.2.13. Shall agree that nothing contained herein shall be construed as establishing
or creating between the Government and the Consultant, the relationship
of employer and employee or principal and agent, it being understood that
the position of the Consultant is that of an independent contractor; and,
6.2.14. Shall hold the Government free from any and all liabilities, suits, actions,
demands or damages arising from the death or injuries to persons or
properties, or any loss resulting from or caused solely by the Consultant’s
personnel incident to or in connection with the Services under this TOR.
The Consultant shall agree to indemnify, protect and defend at its own
expense the Government and its agents from and against all actions, claims
and liabilities arising out of acts done solely by the Consultant in the
performance of the Services, including the use of, violation of any
copyrighted materials, patented invention, article or appliance.
7.1. All submitted outputs/reports/documents under this contract, including but not
limited to tracings, as-built drawings, estimates, digital information, computer
model and data, specifications, investigations and studies completed or partially
completed, inspection logs, and photographs, shall be the property of NEDA upon
completion of the work / full payment of the contract or termination of the
Agreement.
7.2. All equipment, materials, etc., acquired for the Study shall be turned over to
NEDA prior to the issuance of the Certificate of Completion and Acceptance.
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8.1. The procurement of the Consulting Services required under this TOR shall be
executed in accordance with Republic Act (RA) No. 9184, otherwise known as the
Government Procurement Reform Act (GPRA) and its Revised Implementing
Rules and Regulations (IRR) following an open competitive selection process.
8.2. The ABC for the proposed Study is approximately ONE HUNDRED TWENTY
MILLION AND 00/100 PESOS (PhP120,000,000.00), inclusive of all
applicable government taxes and charges, professional fees, and other incidental
and administrative costs (i.e., transportation/travel expenses, printing,
reproduction and packaging of hard and soft copies of reports, expenses for
meetings, etc.). Attached as ANNEX C is the breakdown of the ABC.
8.3. Note that this Consulting Services contract shall be a fixed price contract. Any
extension of contract time shall not involve any additional cost to the
Government. Reimbursable costs items shall, however, be paid based on actual
costs incurred as supported by appropriate receipts or documents but shall not
exceed the amounts allocated therefor.
9. PAYMENT SCHEME/SCHEDULE
9.1. The monthly progress report shall be the basis for payment of reimbursable items.
Billing for the reimbursable items may be requested not more than once a month
based on the actual expenses incurred and supported by official
receipts/documents.
9.3. An advance payment shall be made to cover mobilization costs, but shall not
exceed 15 percent of the contract amount, subject to the posting of an irrevocable
standby letter of credit issued by an entity acceptable to NEDA and of an equal
amount to the advance payment. The advance payment shall be repaid by the
Consultant by deducting from his/her subsequent billings/payments such sum as
agreed upon during contract negotiations until fully liquidated within the duration
of the contract.
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10.1. A retention payment of 10 percent shall be withheld. It shall be based on the total
amount due to the Consultant prior to any deduction and shall be retained from
every progress payment until 50 percent of the value of Study, as determined by
NEDA, is completed. If, after 50 percent completion, the Study is satisfactorily
done and on schedule, no additional retention shall be made; otherwise, the 10
percent retention shall be imposed.
10.2. The total “retention money” shall be due for release upon approval of the Final
Report. The Consultant may, however, request the substitution of the retention
money for each progress billing with irrevocable standby letters of credit from a
commercial bank, bank guarantees or surety bonds callable on demand, of
amounts equivalent to the retention money substituted for and acceptable to
NEDA, provided that the project is on schedule and is satisfactorily undertaken.
Otherwise, the 10 percent retention shall be made. Said irrevocable standby letters
of credit, bank guarantees and/or surety bonds, to be posted in favor of NEDA
shall be valid for the duration of the contract.
11.1. Where the Consultant refuses or fails to satisfactorily complete the work within
the specified contract time, plus any time extension duly granted and is hereby in
default under the contract, the Consultant shall pay NEDA for liquidated damages,
and not by way of penalty, an amount, as provided in the conditions of contract,
equal to at least one tenth (1/10) of one (1) percent of the cost of the unperformed
portion of the works for every day of delay. Should the amount of liquidated
damages reaches 10 percent of the contract amount, NEDA shall at its own
discretion terminate the contract without prejudice to any further action it may
take to recover whatever losses incurred due to the non-performance of the
Consultant.
11.2. To be entitled to such liquidated damages, NEDA does not have to prove that it
has incurred actual damages. Such amount shall be deducted from any money due
or which may become due the Consultant under the contract and/or collect such
liquidated damages from the retention money or other securities posted by the
Consultant whichever is convenient to NEDA.
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Draft TOR: Formulation of the Philippine Transportation Master Plan
ANNEX A
Figure 1: Indicative Timeline
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ANNEX B
Criteria/Particulars Firm
I. Experience and Capability of the Firm Max 50 points
a. Completed Contract/s for Similar Projects Max 50 points
b. Completed Contract/s for Relevant Projects Max 25 points
II. Qualification of Organic Personnel or Personnel 30 points
Who May Be Assigned to the Study*
a. Education 7.0 points
b. Relevant Training 3.0 points
c. Related Experience 20 points
i. Similar Experience Max 20 points
1. No. of Years 10 points
2. No. of Projects Completed 10 points
ii. Relevant Experience Max 10 points
III. Financial/Job Capacity 20 points
Grand Total 100 points
*Nominated personnel for the project shall submit a letter of commitment under oath that
services of said personnel shall be available for the study should the firm/consultant is
awarded the contract.
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ANNEX C
AMOUNT
PARTICULARS (PhP)
A. REMUNERATION 76,966,400.00
Transport Infrastructure Development Expert (Team Leader)
Urban/Regional Development Expert (Asst. Team Leader)
Two (2) Transport Engineers
Two (2) Transport Economists
Two (2) Transport Financial Analysts
Institutional/Legal Specialist
Two (2) Land Use Planning Specialists
Land Use Mapping Specialist
Two (2) Environmental Assessment Specialists
Two (2) Social Assessment Specialists
Four (4) Administrative Support
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