7l}lopmehl{ of a model to deterndne the ehdustr}l-speciffic...

15
_r{Ar+rI O`:_A_i £lClO_NIO_r+4l C` ANTH} fJE`t7EIJOPJt£E]\TT A i?TH OFdir TYJY TeI'mS Of Referemce for CoIISulEanC,`J Ser\JiCCS for the De\7l}lOPmeHl{ Of a Model to Deterndne the EHduStr}l-Speciffic Impact of the A.SEAj`l Ecomomic Communirty' on tile Pbilippines A. BAG-,`frozGROUJ`TD A_ND RAlrlOiNALE Tile c-slat,llshlTJellt CJf the ASIAN Econc,mic Co1`1-jmunlty Or ABC in 2015 has given rls¬ to questions abtJut the 1`Cadl]1eSS OJ` Llle Philippines fO]-JLhe ent]-y Of`gC,OdS and Ser\/ices aS V\/Cl] aS investmelltS from OtheI ASIAN member States, QuesllollS ha\'e also been raised on the Impact c,I` act]ons tall:en to ac,h]-e\'c-t]lc-obJeCli\/es oJ` the A_EC alld how the ]eSSC,nS learned f]-Om t]le Ill_OVe]l_i_ent tC,`\\/ardS an ABC could be used to de\Je]C,P a Post-2015 ASEAN a&enda. The primary Objective Of the Project lS tO IInPI`OVe the NEDA's capacity for de`,elopment plalming tmd SOC]'OeCOnOmiC POlicy cot,rdination. In paliicu]ar, the plc,ject will enhance the capacity c,ftlle NEDA Secretariat to do e\,ldence-based 1,Olicy c`JaluatiOn Or analysis. It v\,ill also p]-ovide the NEDA SecJ-etariat With a Valuable tool for its 1-Ole as techrica] secretariat to the NEDA Board Colnmittee orl Tariff and Related Mattel-s (CTRM). The CTRM I-ecolnmendS to the NEE)A Board and the President actions on requests for tariffmodiflCatlOnS, and Proposals to negotiate free t1-ado an-angementS, among Other mattel-S, brought tC, the Committee for I-eview and recon-.mendation. The CTRM has indicated a need to detemine ifthe expected outcomes ofthe tarlI`fmodiflCatiOnS adopted in the Past tO Prepare fC,I Philippine paticipation in bilateral, regional arid multilateral free trade an-angements have been I-eat_ized. B. OBJECTIVES Tl-,e inaln objective c,fthe study is to develop an estilr|atiOil tool/model tO assess ifthe e2r_PeCted benefits from tariffmodjflCatiOnS adC,Pled tO PrePa]-e for Phihpl,ire participation in the ABC have been realized. The impact ofthese tariffchanges on downstream and upst1-Cam industries will also 1:,e determined. It should also be possible to use the model or tc,ol to assess if the country shc,uld participate in proposed free trade anangements. a. SCOPEOFWORK The scope of work for the lJrOjeCt Shall ir]clude, but not llmlted tO, the following activities: 1. Develc,pmellt Of a n-JOde1/tool that wc,uld estimate tile impact Of tariff changes in the agl-icu]tu]-al and Industrial SectOl-S that Wet-e Subjected tO Such cha]1geS, 2 TdentiflCatiOn Of data and Other infOm^1atlOn 1,Ceded for tile deVe]OP11Jent Of the ]nc,d¬=l/Jloo1. If a model/tool tllat Could b¬` uSeC] all-gady er_1StS_ +I,-ailling On the use C,I lLbe 1111C,d¬3]/tool S]la]' be P]-OV]ded. I. Idenlific,atlC,n and/Or estimation Of 1.he impact r.i ta,lff challgeS Oil dOWjlStream arid upsllream indust1-1 eS. 4 App]icatjoll Of -Line mc,Gel 'torJ] 1.CJ eStllrJa-le JLlle POSSlblE i`lxpaCt C,i PIOJJOSeCi free ll:-ail,e ai:-a1-I S:¬iTjejrlS `|l-I :`cu15C'|L5d aE*liC,lL}]tlJiJ-e ar}d =rlCl`LISt.Iial slJb=eC+lops. j2?CjlJ_~Ji1-!g drL\\--`'!1St.?-Sarr) a1`J ¬ 1.`])S+L3-a_Z_rill-ldtlSt31J.CS 5. I,`rJ11CllCt at J¬a~-i-i I-,;I-C ( 1, =rlCL.-SJLr`\ :`tL+(i:5S -LiS-:I;i tr,= irJrJ=5l. r: Czr,lzc-_:2.=¬ ti-J= i?-a±¬. S¬1-`':1cc-i z£-A-lrj i,'1l!-iS-Ll-'`-S:;i+A /TS=.C`J ) `L`,`5rSC,lrT~rle-I ass:=-lt=C :5 :/` `JLJ1-=|:l2Zi i-.Z_=r?-I-r_Ir ::z.¬ :`,i :_5S`_:l~lCi i-i-lr_ :~.~.£:i-i.c_, i;__r,i -`l~JC -fl-JJ5J _'J`, .Jr¬-;: i.: a=: -_ |r. ': 7 Z :-rJa}-I =Z_, r_Il-. rl5-I 5j >'Jl,::r,+. C~:-j=. `LS5 a:+I C -_-i_i:I+-i-_e_~ ,::. r_ e r~ : -_=1= rr_ .r` r_ =_ -.r_`r I_ ---_-I-=_rl.--+_:7-,J--,-`-I-_, ---,-,-,_=`.-_,-J= -,,- .-=' _C-__l=-Ill-. _`--_ -i_ -= =lr-i _=`i i,-.-r=-`C c =l==

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Page 1: 7l}lOPmeHl{ Of a Model to Deterndne the EHduStr}l-Speciffic …neda.gov.ph/wp-content/uploads/2016/03/TOR_ASEAN.pdf · 2016. 3. 21. · _r{Ar+rI O`:_A_i £lClO_NIO_r+4l C` ANTH} fJE`t7EIJOPJt£E]\TT

_r{Ar+rI O`:_A_i £lClO_NIO_r+4l C` ANTH} fJE`t7EIJOPJt£E]\TT A i?TH OFdir TYJY

TeI'mS Of Referemce for CoIISulEanC,`J Ser\JiCCS for theDe\7l}lOPmeHl{ Of a Model to Deterndne the EHduStr}l-Speciffic Impact of the

A.SEAj`l Ecomomic Communirty' on tile Pbilippines

A. BAG-,`frozGROUJ`TD A_ND RAlrlOiNALE

Tile c-slat,llshlTJellt CJf the ASIAN Econc,mic Co1`1-jmunlty Or ABC in 2015 has given rls¬ to

questions abtJut the 1`Cadl]1eSS OJ` Llle Philippines fO]-JLhe ent]-y Of`gC,OdS and Ser\/ices aS V\/Cl] aSinvestmelltS from OtheI ASIAN member States, QuesllollS ha\'e also been raised on the Impactc,I` act]ons tall:en to ac,h]-e\'c-t]lc-obJeCli\/es oJ` the A_EC alld how the ]eSSC,nS learned f]-Om t]le

Ill_OVe]l_i_ent tC,`\\/ardS an ABC could be used to de\Je]C,P a Post-2015 ASEAN a&enda.

The primary Objective Of the Project lS tO IInPI`OVe the NEDA's capacity for de`,elopment

plalming tmd SOC]'OeCOnOmiC POlicy cot,rdination. In paliicu]ar, the plc,ject will enhance thecapacity c,ftlle NEDA Secretariat to do e\,ldence-based 1,Olicy c`JaluatiOn Or analysis. It v\,illalso p]-ovide the NEDA SecJ-etariat With a Valuable tool for its 1-Ole as techrica] secretariat tothe NEDA Board Colnmittee orl Tariff and Related Mattel-s (CTRM). The CTRM I-ecolnmendSto the NEE)A Board and the President actions on requests for tariffmodiflCatlOnS, and Proposalsto negotiate free t1-ado an-angementS, among Other mattel-S, brought tC, the Committee for I-eviewand recon-.mendation. The CTRM has indicated a need to detemine ifthe expected outcomesofthe tarlI`fmodiflCatiOnS adopted in the Past tO Prepare fC,I Philippine paticipation in bilateral,regional arid multilateral free trade an-angements have been I-eat_ized.

B. OBJECTIVES

Tl-,e inaln objective c,fthe study is to develop an estilr|atiOil tool/model tO assess ifthe e2r_PeCtedbenefits from tariffmodjflCatiOnS adC,Pled tO PrePa]-e for Phihpl,ire participation in the ABChave been realized. The impact ofthese tariffchanges on downstream and upst1-Cam industrieswill also 1:,e determined. It should also be possible to use the model or tc,ol to assess if thecountry shc,uld participate in proposed free trade anangements.

a. SCOPEOFWORK

The scope of work for the lJrOjeCt Shall ir]clude, but not llmlted tO, the following activities:

1. Develc,pmellt Of a n-JOde1/tool that wc,uld estimate tile impact Of tariff changes in theagl-icu]tu]-al and Industrial SectOl-S that Wet-e Subjected tO Such cha]1geS,

2 TdentiflCatiOn Of data and Other infOm^1atlOn 1,Ceded for tile deVe]OP11Jent Of the]nc,d¬=l/Jloo1. If a model/tool tllat Could b¬` uSeC] all-gady er_1StS_ +I,-ailling On the use C,I lLbe

1111C,d¬3]/tool S]la]' be P]-OV]ded.

I. Idenlific,atlC,n and/Or estimation Of 1.he impact r.i ta,lff challgeS Oil dOWjlStream aridupsllream indust1-1 eS.

4 App]icatjoll Of -Line mc,Gel 'torJ] 1.CJ eStllrJa-le JLlle POSSlblE i`lxpaCt C,i PIOJJOSeCi free ll:-ail,e

ai:-a1-I S:¬iTjejrlS `|l-I :`cu15C'|L5d aE*liC,lL}]tlJiJ-e ar}d =rlCl`LISt.Iial slJb=eC+lops. j2?CjlJ_~Ji1-!g drL\\--`'!1St.?-Sarr)

a1`J ¬ 1.`])S+L3-a_Z_rill-ldtlSt31J.CS

5. I,`rJ11CllCt at J¬a~-i-i I-,;I-C ( 1, =rlCL.-SJLr`\ :`tL+(i:5S -LiS-:I;i tr,= irJrJ=5l.

r: Czr,lzc-_:2.=¬ ti-J= i?-a±¬. S¬1-`':1cc-i z£-A-lrj i,'1l!-iS-Ll-'`-S:;i+A /TS=.C`J ) `L`,`5rSC,lrT~rle-I ass:=-lt=C :5

:/` `JLJ1-=|:l2Zi i-.Z_=r?-I-r_Ir ::z.¬ :`,i :_5S`_:l~lCi i-i-lr_ :~.~.£:i-i.c_, i;__r,i -`l~JC -fl-JJ5J _'J`,

.Jr¬-;: i.: a=: -_ |r. ': 7 Z :-rJa}-I =Z_, r_Il-. rl5-I 5j >'Jl,::r,+. C~:-j=. `LS5 a:+I C -_-i_i:I+-i-_e_~ ,::. r_ e r~ : -_=1= rr_ .r` r_ =_ -.r_`rI_ ---_-I-=_rl.--+_:7-,J--,-`-I-_, ---,-,-,_=`.-_,-J= -,,-

.-=' _C-__l=-Ill-. _`--_ -i_ -= =lr-i _=`i i,-.-r=-`C c =l==

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9. p1-eSentatlC,n Or`the model/tool alld Its l`eSults to NEDA offlC1£\lS anc' I-elevant stzlk Cht,1tle]-lq

D. DELIVERABLES/TIMBLINES/PAYMENT SCHEDULE

Emplementation `PeII-ioa. The project shall be completed within thirty two (32) wee.ks,commencing from the date of'acceptance by the wiming individual consultant oT COnSultmgfinn of the Notice to Proceed (NTP)

The main output will be a model tllat Would estimate the impact of tariff changes, at least twt,;fudies, conduct of tralrings and workshops and submission of a manual on\uSe intenance+`ofthremode1/too1. Bimngrfor theloonsultalltis remune1-ailOn

shall be in acco1-dance With the delivery schedule below rna subject to the usual govemmentaccounting arid auditing requi]`ements

DeliverabIes Timeline* Payment ScheduleofI.ConsuEtamt9sRemuneratian

Incepfi`QP R`efijqfrf'\ir)ffi`ch i^pctriyd3s, amo'ng o`thers, ihe Within three (3) weelcsfromdateofacceptanceofNTP I,0% onponacceptance of reportbyTSIS

work p`i;aliJlfi`c?¬;-¬`i`Sh¬hfif!6S the aripi-a4ch and Possible

me+ti1`6dsi'6^a7a-i hala`<eustinatiori t6ols/mode1§T`,I_,f,,r,.U,^tZ',`""aTairiin^jsJl whichZMeetings at least onceJl(1)amc,hth'or'asag1-eed t

1:1OclTu?dgrg?sJ?dtilg;ei;`s¥o9ne#:tghST§alnS and +r6ap`aclg}'bul1dirig"ck-.,p~training§ with thle consultant orfirm.Tfail1\inglSC11Cdu]ealldVellueS11a11beasagreedwithTSIS

Interim Report which ii;6lri1-a-s--i-lrdFaft estj,natiolli.. .._...IdateofacceplLanCeOfNIP 30% upollacceptance ot` Jll`,)loftandprchminarydrafl`onindustry

tool/model presentatiorl Ofinitial results,\I-inldttry¬stry study as\...'`..`.``....\..`..

in trfeT`d'eieldS\`in*eiifyt;:!ald\`fe`;rfu£roffaa thdael I sfudy lby TSIS

Draft Revis'ed-ModeIVT6ch-'a`rid lridus~try Schdies Within 22 weeks f1-Om 20% upon

which takes into consideration comiininfs fi-dm TS'IS dat6 of acceptance ofNTP acceptance of`modelbyTSIS

Briefing/Workshop including preparation Of within 28 weeks fi-omdateofacceptanceof Zoo/a ripbnaccomp]is]1me]1t__I

draft program, vellue, and COnduct of

presenta¬iari for relevantNEDA offlc`lals and NTP

relevant stakeholders on the use ofthe estimationtool/model and appli6atiolVp1-Og1-am presentation ofresults as well as press-ntatiJon of at least two (2)Industry StudiesFinal Model with Report and Manual. The fm8]1-SportOnresultsofestimatesalldtheIndustry Within 32 weeks fromdatec,iact`,eptanceof 20% uponacceptallCe Of

studies shall take into consjde1-atiOn the mPutS, NTP model, report and

comments and recolmnendatiOnS fi-Om the NEDA ma11ua] by TSIS

"... ..` :.....'.'..` . .. .

I appljcat]on/plc,gram as well as model specifics.

Tlle ron.qultan{/Consulting Firm lS expected tO P]-OVlde OnentatiOnforleflng On eaC`,h Of ther,lJ{Pl]11-CPOrtS mentioned above tO the CC,nCemed PerSOrmel of the NEDA-TSIS, as I,eeded`

Page2of13

TOE( for Consu'®.ancy Services for the Development of a Model to Determ,ne the Industry-Speciflclmpactofthe ASEAN Economic Community to the Philippines

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Blli11191rC,]' rt,lmburSabl¬ 1ten1_S| \\'hlCI1-I mClude e.`:pellSeS mC'u1`red ft,r the 1,rz.dtL/``,lion CtJSti Of

maJeI`1als for -meetings and i,t,1lSultations as well as lralnmgS and Capacity bulldmg OfNTEDA

perstJlmel o1-I the mOde1` among otll_erg,1na)I be 1`equeSLed based OrJ the activities indlGated mthe TOR as vl/cu as actual e>iPenSe,i mCuITed alld SuPPO]1ed b)J OfflCia] receipt,'dOCumellt,S Inthe absence of i,fficlal 1-eC,elPtSJdocumen{s v\,then clzllmmg fo]- I-elmburSab]e ,.t,SIS, 1.heconsu]tal11111ay also bC-all|lc,wed lo submit a C,a,]1lflc,atICJi-I C,i fro+Ldal dlSbu1-Seme1`1t:` made u11dC]-

the Qat]1_

A hzl]-dcop}' of the I-ePOl-tS Shall be Sull11~nltL6d tt, the )\TEDA fTi-1-1a11Cl al PlalJJriilg a1`ld J\`,4anagc1`11 e,n{

staff (FPMS) of NEDA fo1-PaymL-nt lJu]l,OSeS.

E. +pr,4O DtE OF{-FJf_`*`O)Ct 'REMEJ\TT.4._\lD AJJJJP`OVED BUDGET FOR THE C¢-i_T`'rF_RA C`T

(ABC')

1. The mode ofp1-Oourement fo]' the Ct,nSultmg se]-vices Shall be undertaken thlOuch PllbliCbidding in accol-dance v,/ith RA 9] 84 and its revised IRK.

2. The ABC for the plc,pc,sea undelfaking is SIX MILLION TWO HUNDREDTHOUSAND PESOS (P6,200,000.00), ofv\rhich P4,000,000.00 is for 1`enluneratiOn andp2,200,000.00 is reimbursable (breakdown is shown below). The ABC is also inclusiveof all applicable govenrment taxes and Charges, Professional fees, and Othel- illCidentalalld adminiStI-atiVe COST.S wlljch Shall be paid orl reimbursement basis (e.g., meetings,trainings, workshops, acquisition of supplies and equipment and other expenses deemednecessary for the study) based on the deliverables as stated in Section D, of this TOR.The breakdown ofthe ABC is as follows:

To+lad ABCAmounta)i_|eln

Remune1-atiOn for CollSultautReimbursab]eExlJenSeSa.consultations/meetingsb.software/databasedevelopment]c.workshopsfo-riefingsd.ICTandofficeequipmente.TrainillgSu,PliesandmaterialsTota] 4,000,000.002,ZOO,000.00

6,200,000.00

This consultirlg c,o1^1traCt Shall be a f1>'.ed I,lice COnt,-act A]1y eXtenSjOll Of COllt]'aCt time

shall 1-Jot m\,0]\;a any addltjC,11a] CC>SIL tO the gOVe11m]ent.

4. JA.1] manuals, I-eporls. matcrla]s; I-eferenC,eS.1CT clnd t,Irfir.e equiPIT,eJllt, SrJfi1^are. amOl',lg

c,the:-s acquJred fC,1 the Stud} 51l`la1] be JLul1-led C,+.'e]' tO :r\TEDA at the co11Clus]tJn Of tile

resea1, C1^1 I)rOj eCT..

-=3-I., i-.¬ =rC ,J3====== : =

J-+,rJ:Z-.I-C~ ¬-_z_ ~:i-r~E` : S

'-= ,,_-, ,,----,` --i ,-,-,-_C-

3,Z` -==;i r_,-r==C; I_C 3= _I.:2-`=:: ~`rl= z.:;-_ --= . =¬ -:--`i __ J l=_ =_I.=r== =l-'=== == =±-:-' =l i-_=== c_==_i_-_=== . ==\-= r_==r=-J=== '¬=.l-== :=' i-=

=l= --i-lT =tl-l_<_ =t-l= ==-.l=±_ :=-+`'l= ==`= ==.~=--rJ-i (C== =C ==== ---l= =T± -=_i_ ` =L== -=~-rr---, .--, --, _-,c_ I,-.

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F. IMPLEMENTATFON ARRANGERENT

F.1 ` dcom~surfltancy Sol-Vices -and Responsibilities of the lndividiual Comsultant orconsu1¬ing Firm

The individual consultant or firm shall be responsible for the following:

1. Render services equlivalent to 32 calendal-weeks.2. Be physically availal,ne fo1` meetings/COnSultation/t1-aiming at the NEDA Centra10fflce as

agreed with the TSIS, durmg the duration of the research Study.3. Be 1-eSPOnSible fo1-the COlnPletiOll Ofdeliverables.

4. ProvJ-ide techlliCal ginidance, adv1'Oe and SuP1,art tO TSIS ill developing and testing tilemodel/tool.

5. Assist in the ldentiflCatjOn and, if neCeSSary, gatherlr]g Of data and Other information.6. D and purchase required software and/or license needed for the

development ofthe model/tooln-the-job training to the TSrS in developing, testing3 and malntaming tlle,

briefings or wc,rkshops`

cc,inm 6nt's lain¢ approvalon dcivdc;plner]t,1JS`C

7. Pr

.'O

cc;a:i e1/tool, ifnecessary.

toNEDA management/officlalS

and` ulain{c11anCe -of the lllOde]/tool.

prelp\are and ct,]1duCt at least 2 bliCrlngS/WOrkSllOPS for at least 3 days for at most 25

participalltS in at least a 3 star llOte1 1n Makati or Pasjg City o]-a venue outs]de MarlllaJsubject to approval by TSIS Preparatlc,n shall include, but ill-C llOt limited to, alTanglng

(inclusive of food), prelJ?1-atlOn t,I P1`C,gram alld WOrkShOPfor or secumaterralsAIfi

e NEDA allon ofsuppties,

intellectual propertJJ rights <fOr the model/tool developed.for a one-year warranty and defects liability period, wherein any problem

ly lbe agreed uPt,ll

agreed on by t]1e

encountered with the revisions/amendby both parfeies, shall be coprected/remedied/revised

15. PurcllaSe Of COrmPuter andcollSultant/firm and the end-user) e OuratlOn 0

16. rum over to NEDA all equipment and Supplies proctry:?q-for the project (e.g., desktop,1aptop, hard d]ive, mouse) at the COnClusion ofthe project.

F.2. Responsibilities of NEDA

The NEDA shan be I-espon`qlble fo1-the fOllOWmg:

1. PllOVIC5e \\'orkspacc fo1-tile indjVldua] COnSultant Or CC,nSultant assigned by fllln.2. Review and app1-OVe the Output Of the mdiVldual consultallt Or flrm mC]uding, among

other-S, inCePt,'On report, mC,de] tO be used, draft Prelimmary results, revised ]`esults3. App1-Owe the P1-Ogram alld Venue for trammg/brlefingS,Jworks]1OP and ]dentlfy thC`

partl cipa,1t.S tO tile briefmg^`,c,-i-ksllOP4 Pay the consujtallt/ filln fCJr Sell/Ices J`endered based all trle SC-,hedule pro\'1ded m +LhlS

TOR.5l Impose sanctions/pcllaltleS COnSIStent With RA 9184 alld its revised IRK,

Page4of13

TOR for Consultancy Services for the Development of a Model tc, Determ,ne the Industry-5peclf`lcImpact of the ASEAN Econc,mlc C.ommunlty to the Philipp,nes

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NEDA s11al] be the e^eCut]ng agenl`,V for the LOllSuhallC} SC]-\,1C,C. lt 3l-lal] CierlnL- tile

ac,i,eplablllty Ofth6 deli\Je1-dbleS and Sllali ile [h¬ ap1,I-O\ lps ciLtj.hOllt:` £0]-alll OP3]`atIO11S-re-Idled

act]\;iLleS, lnCludmg Payment Ot lndi\']dua] rut,1lSLlltant or c,onsu]tmg rlrm.

a. QLTALIFrCATIO.r\` REQITIREME_r`TTS AN`D SHOP`TuSTING CRITERIA

QuallfiCatlC,n Requiremen1.s. The project Shall be under'lake1-, ¬ithe1` b}, all mdiVlduaj OrCol_1Sultirlg fnm `l/hoscl, l"llimun req ui1-ement are Stated he]`eln:

5riteriaEducalic,n uallf]C,atioils

umversity/college degree in eec,nomlCS, Statistics and/Ol 1-elated` . ` ` `

econollli a deVelc,]Jm Cllt.

Fo]-indlvldual consultant oil the lead COllSultant Who may be assignedby the firm: at least MA. With PhD an advantage

xperience I ExperiellC,e in development of economic models, impact evaluation

arid tari±`f` trade and industry analysis., among others.g IGIOWledgeable in econometrlC modelling and statistical analysisa Analytical skills and proficiency in Statistical data and tariff and

trade analysisI Involvement in similar and/or related collSulting Or Professional

services ofcomplexity and teclmJCal SPeCialty COmParable to thejobunder consideration**.

For individual consultant: Only similar or relevant contracts for thelast five (5) years shall be conside1-ed.

For consulting flm: Only similar or relevant contacts for the last five(5) years by the lead consultant identified by the flm for the Projectshall be considered.

rainings E Has conducted training related to development of eec,nometricmodels, statistical analysis, impact c,I free trade agreements,development econoincs, among Others

I Wltll experience in Presentation and training facilitation skills with

p1-OVen COmmand in the use Of written and Spoken English andexce1]eat cc,mmunicatjon skills;

Indi`,jdual consultant and the lead consultant jdent]rled by the flrmlsllOuld llaVe COnduCted at least ten (10) hours similar c,I-rele\,'an{tl-ainmg as defined

` . .

II I -I-or tile lnd]\1dual COnSultant.1,refelably not lnO]e than foul (4)Icull-ellt,'CJ]1gOlngPlc,JeCtS.Fortheflm1:Prefe1-ablynotlrJO]-ethanIse'y'6r}/7,culllen+I/O1||£CllllE?3]'Oject.S

` ` ` ` ` `

economlr_ -\'aluatL10n. mC,derl]l1£ Or CrLla]`.Tit.atlJ`` e ana1}JSIS i,i r.:'`!angeS m i_arlfjrS a:1d -_arlr-i

:`t.1||rJfLlre ILO tile 3rurJrJr,1|11l} O?-ilrJ}3aC,I rJf free tL_-a.I-Je 2g]-5enJe1`l1_s jZc7J7e1'C,,,?J cop" aC,1ls shall -'eril5i=lrlF.'C £s tlflose I:rJJ1.I:-aC,t.S i_hZ1: -_1?I 0|r, a 5r.rurJlrJ]Tllr. -I all-JET_-lrJrJ; rl?O6¬'l~l]rlg, rJr CJ-i:a1-1'_1+l2_+L=-I ¬

i=-,21-` s-.s =lTr :rl-i-=S'.:-` =`fhr::¬S 1 l=J2-i,~_,1-_r±-C,,r_JCJ3-:=at|Jr_\1Ti

~rl---, `r/-~J-E-_r= l'l:J5``-I-3=±:I-'C_I i, _L~:_ -l=~=\ j5-.' z_=S -:~tr¬ ,=.¬lrJrJr'l~lerl_ a-i lllJ..= l_ ~=_= I

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selectic,n o\f candid`ates for-s110rtliSti11g Shall be based on critel-1a ill ANNEX A.

pllOSPeCtiVe individual COnSultalltS are 1|equi1`ed tO Submit the fOIlowmg eligibilityl'equirements:

a valid Tax Clea1`anCe CertiflCate Or equivalent;bl philGEPS Online Registration Number, anda. curriculum Vitae (CV) highligllting all completed and ongc,ing cont1`aCtS 1-egardleSS

ofrelevance/similarity to the subject undertakiilg Within the last five (5) years; anda. At leas|t one (1) 'Certificatelof P.1tOjeCt Cori16tion and Acceptance or equivalent

cellificatiC,n from Previous related studies/projects within the past five (5) yca1`S;

prospective consulting Firms arc 1`equired tO Submit the following eligibilityrequirements:

a. class ccAt' Documents

al Dochments

i. `ReglStratiOn Celliflcatic,n fi-Om ,the Securitie`s and Exchange CtJ111miSSiOn (SE(_``),Department of Tl-ade and Industry (DTI) for sole p1-OPriCtOl-SlliP, O1` Coopcl-at]veDeveloPinen{ Authority (CDA) for\coopcl'ativcs. or any p1`OtJf Of SuCll regiStl`atI,`,n;

ii. valid Mayor'|Q I,Cllllit issued 1,y tllC City Or lminCiPality Whet-e the PllllCIPal Place, orbusiness or tllC P1-t,SPeCtlVe bitlde1-lS IOCa{Cd, and

iii. valid Tax Clcal-Once CcliirlCatC PCr Executive O1-dCI (EO) .No 398, ScllCS Of2()(j5,

reviewed and apt,roved by tlie Bureau of lntemal Revenue (BIR).

Techaica] Documents

iv. statement\ of the prospectivl`e bidder of its nominated consultan{'s ollgOillg alldcomp1?ted govemn?.nt tap.d privefe contrqp,i.S ®`rOJ,erly labeled), ineluding contract.sawarde\d but not yet started, if`any, whether similar, relevant or not simlla1-/relevantin riafura ind ooinpledty to que \contrat>t to be bid `as defined in the EDS, within therelevant period.

v. stateme`nt of the bidder specifying the llatiOnality of its nominated collSultant zllldconfirming `that its nominated COnSultant jS a 1-egiStered P1-OfeSSjOnal authO1-iZed by tlle

appropriate regulatory body to practice those professions and allied P1'C,feSS]OnSmc]uding his/ller 1-eSPeCtiVe updated Curricula Vitae (CVs) that show, at the very least_,tile nominated CO11Sultant7s educational backgroulld, 1-elated traillillg and relevantexperier]ce (m months and years with detalled desc1-lPtiOn/discussion Oll the natul ealnd scc,pe of works/services 1-ende1-ed).

vi At least one (1) CeIllfiCate Of P1-OjeCt Completion a]1d Acceptance or equlVa]en{celiifiCatiOn from the nominated COnSultan{Is p1-eViC,uS related Studies/Projects Wllthlnthe past five (5) years; and

vn sample/s ofpublished studies/papers related to the project.

b` Class CCB" Document

valid TVA, m case a ITV ls already ln CXiStenCe ln the absent,e of a J'VA7 duly

no+larlZed StatelrlentS fl-Om all the potential JV partners s+lating that tlley Will enter mtt,and abide by the PrOVIS10nS t,fthe TVA m the lrlS+Lar]Ce that the bltl I.S Successful, shall

Page6ot13

TOR for Corlsultan[y Serv`lces for the Development of a Model {o Determine the Industry-Speciflcimpact o{ the ASEAN Economic Communlty to the Phi'ipplne5

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be mcludea lil ti]C bld _Fall urC tC_\ erller lll[l\ a .T`\` lil lil(= c\'el-lJl t,]r a LOntraC1| aV\ aZ-a SllJ211]

1,a zrouna io]-the lrOItellurC C,Iz ule bid :`eCLlrlT`, £aCIJ lrT\' rJarLIIC`+ Sh3l] SLlblllli the legal

ellg]-billt)I doc,ulT]entS. The submlSSIO1] Of lcclmlCa] and lzinanClal dt,CumentS b), ally

ol i c`j]lt ``'cnTure PannerS C,OllSt1{uteS Coil_1P1_tall_(`,e.

5. PartlclPa1.lug ShC,Ifllsted Cc,nsultalltS Shall be e\JZlluatCd uS]llg the Qua.lily-c,ost Basedselection I,rot,edu1-e under FleIJubllC Act No. 91 g4, ol t1-Je Gc,``,'e1`Iunent Procu`1-C]TlentRefoml Act (GPRA), and Its Revised lmPlementmg P`ules alld Regulations (IRIt,3 WitllllhL-fOllC,VIJmg WelglJls.

a. Tcclmjcal J>IapOSal (70O,{I)

b. Financ]a] P]-t,posa] (30%)

iE. F`eJ'teiitjOn Pal,rfl`[ent

I -£11rOCi::1ttldO:lePtao}qtiJleentCOo:1tSe:1]t¥ne:Cilllltll(l1 ]OJIO(a:rs:oat:nbye :I:tdhJ]cet::n I:ns:1as11ll:1: bbaeS::I::lte1:eft1%t1:i

ever-y progress paysmellt ulltil fifty Per-Cent (50%) c,I the value Of Study, aS determined byNEDA, a1-e COmPleted. If, after-fifty Pert,eat (50%) colll.P]e'|1On, the St?dy iS Satisfactorilydone and on schedu1_e, no additiollal I-etention shall be made; Otherwise, the ten Percent

(loo,Zo) I-etention shall be Imposed.

2. The total "retention money" Shall be due for release upon app1-oval of the Final Repoli.The CollSulting Firm may, however, request the Substitution Ofthe retention money foreach p1'OgreSS billing with iITevOCable standby letters of credit from a comme1-Cial bank,bank guarantees, or surety boDdS Callable on demand, of amounts equivalent tO theretention money substituted for and acceptable to NEDA, provided tllat the PrOjeCt iS Onschedule and is sat.isfactorily undertaken. Otherwise, the ten pe1-Cent (10%) retentionshall be made. Said irevocalJle standby letters Of C1-edit, baulC glJ.ararlteeS and/Or Suretybrunds, to be posted in favor ofNEDA shall be 1'a11d fO_r the duration Ofthe contract.

I. LiquidatedDamages

2. Where tile COntraCtOr 1-efuSeS C,I fails to satisfactorily complete the work Within thespecified COntraCt time, Plus any time extension tluly g1-allted and iS hereby in defaultunder- C,OntraCt, the COlltraCtOr Shall pay N-EDA for liquldated damages, and rJOt by Wayofpenalty, an a1110unt: aS PrO\Jlded in the I,OnditiOnS Of the COnt1-act, equal tO at least onetellth (1/10) of olle (1 ) pe]-cent of tile Cost Of the u11Pe]-fOmled POlllon of the WOrkS forcve1-y day Of Gel ay.

3. The maximum deduction shall be ten (10) percent of the amount OfCOlltraCt. Once thec"11ulatiVe amount Of ljquldated damages 1-eacheS teJ-1 (I 0) pe1-Cent Of the anlOunt Oftllecontrcl C1_. NEDA sha-l' at jts owll disc, e[10n telTmnate the C,runtJ act V\'j+LhOut P]-eJudiC¬ tO any

further actjt,ll jt n-JaV talC¬ 1o rec,0`\/er -yyl`1ate-`'er lasses i11ou1-l`ed due tO nOn-PerfOnTlanCe Of

the Cc,nsullllantTo be e]1tltJ¬d 10 S`LtC`1|l 1;quJdat_I-a r18mageS., ]\TEDA, drJeS '|10t. ba``e +lO PrO\/e tllat lt 1-Jag

inourrenJ acL|a] dall-.Zf2eS Such a1`^1C,un{ S]-lan I,C d~C;duC,^led frr_,m ail.:\ rlC,rle-,`-d1|e Or 'y`1mchllrlal` b¬C,O-J1|¬ a:1Lle i:rJ5 CC,:1.i.-i-aCllor urr,6sr tj-J¬ C,C\J ltrfclC'L

--l=--r~ i . ~_== =J_ J±-__:/--lr= --i rr <-r -J`-£'(-lJ

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I. Extension of'Contr.ac_t

ExtensiolJ OfCOntraCt duration lnaybe granted by NEDA in case ofany 11eCeSSa1`y COlltraCtvariatic,n or additjona} wo1-k that WOuld render the completion Of the P1-OJeC( aS Originallysch'eduled impossible, pI-OVided that the COllSultant is not at fault with respect tO theOil-CumStanCeS Causing the need `for Such COnt1-act extension. Any contract extension shallbe at Ilo Cost tO NEDA.

Any request fo]` extension Of COntraCt duration Shall be made by the Consultant in writnlglllCludillg the full details of the Oil-curnstanCeS undexpilming the I-equeSt, aS Well as tile

justificatiolVs for such extensioI1. NEDA, upon receipt of the Consultant's request, shallBlake a detemlinatiOn On the Valldjty tlle1`eOf, and Shall agl`ee \lJith the Consultant on tlle

appropriate amount of extellSiOn Of COntraCt du1-atlOn ShOu]a it find Said requestjuStlflableand meritorious.

No extensic;n of bolltraCt time Shall be granted the consultant due tO inexcusable failureoi-neg1`ig-ence to provide the requirement.

No zextension of colltract time Shan be gr-acted Wllen<l the 1^eaSOn given tO Support theI-equest for extension was already considered in the, detC1-minatiQn Of ule \C9ntract tlmeduring the conduct of c'etai]ed preparat]'on of \11e CO11t]-aC,{ dOC`umentS aS agreed upon by

the parties before coutrac{ I,erfection.

Page8ot13

TOR for Consultancy Services for the Developmer`t of a Model to Determine the Industry-Spec,ficImpact of the ASEAN Economic Community to the Philippines

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_AlllllC52_ _A

sHOF`TLISTI_NG C`RJYTEE`tlA FOR PROSPECJ`Tr\7E BIDr¢ERS FOR COr{SIJLT£rQGsEF`\7jCES FOR THE DE\7ELOP+M_I_T\TT OF A MODEL TO DETEFurINE THE

I.NDITSTIP`Y-SPEC`IFIC IMPAC'T OF THE ASH_4`NT ECOJNOItfllC C`OMMUNIrr\7 TOTHE PHILIPPENTES

I scbrel-

I. QuaHfica¢ion of individual COnSultamt Or 80' -t dconsuitant-

]0a.Ib.I,:]JerjenCea.rJr]`Zll]-1irJgEI.Cmrrentwor}dOad relative tO CaPaCiGrandTotalELurdleRate502020

100

70

ri OTE: I1-1 Case the Pl-OS]JeCilr\,e bidaell-1S a C,OnSultil1.g fill_n, +J1_r_~ C`O!1_Su1_mnt o1-Pet-SOnne}

ofthe consultillg flrm W'hO may be assigned tO the job under COnSideratiOn W111 beevalua+Led based On the abO\Je ShOIllisting cnteria.

-I--.---i - -, ___

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DETAILzED CRITERIA FOR SHORTLISTING FOR PROSPECTIVE BIDDERS FORCES +FOR TRILE`DEVrEL®PMENT OF A MODEL TO

H'rmACT®F THE AS-EAN ECONO``MICcoMM`UNrTY T\® THE ~PHEELIP`PENES

Ri]ffi' JI ,I . aas|itREt3` ~l`ISg ,t, &` -ri

~#±i±#-RERES±Z:SS£!seJV^_se=±±L±±ise±±±***3±±:£==±±r-_±=±L`i"\#*T¬^phDljntEconoinics,Statistics; hiternati-onal Econolri|TiCS;I i Ppo,IIO!riiC

10

Development -Globalization)DoubleMA/MS combination of Economics, Statistics lntemationa18

Economics Economic Development, GlobalizationMA-"S ,in Eoonomics, Statistics, Intematiollal Economics, _Economic 6

D'evelopmentl`1Globalization

BA/BS in Ecoriomjcs, Statistics or related fle]dS 0

B. Experience (50 po£mts)

The ConsultalltjS expel-1enCe Shall be based on underfckings that are similar t,r rCIC`\,rtllltcont1-acts, aS definCtt, fOl' tlle last five (5) yeaI-S.

sz'773Z'/CZ,/ CC,7t/,~C,,,I,,`' `hZlll bc clt-;rmcd as (llOSC et,ntraCtS that mVt,]Ve the COnCluct of ecorlt>mic

\Jaluatioll,11lOt]C]llllg Or q utrllltitatlVC Zmt'll yqiS t,I C11¬lngCS Ill larlf`fS alld taTlf`f St1-uCture Ilo tlz[c

economy (,1` mlPaCt Of fl-ee traCle dg,-ecmclllS

fzc/cvczJtZ c',I,7rrCZC'ZL, Shall be defmed aS tllC,Se CC,ntraCtS that iJIVOIVe Cot,nt,miC \,a]uatlt,1l

modelling, or quantitative analysis of industry studies and regional COOPe1-atiOn.

t_-..5*n`' ": :_.. i :.._:.. ii.:..,...i .. : . :_. .i.` ...:. : .._`try', ies*

#3t'Jtz3faeiEL¥l+¬>I!-^`S,-:``!`` A1 _ _ _a___'ffEgEEREap__ram u , ex+ "r> -. /r-ll :-|tf`7,*6,&r.-,):

se . £`£;-- I i\'`I--zF ~¢\¬t|m-RE REe.g_,.gr_ -§.-_--f"..'.==.:.....:...:.:I

*chph21.5ABCIPro-1-atedPhp-0.20ABC!J,Pho<0'20ee~C4 Bla*` ` I fS *` -M<-1gr_ae " rfefTg rot ,iREaffi A E`d,giv#'o !'+-ireisf-1> ^haftOEprr?ft¥ca-=

50

_25

0*'`T+"ti¬ t`L--I(t` }'

E- - u -.26j3-¥f;,1,¬+_".,..=...?, :......: :.I.._'..'....''`.l. :..:_:.::?:.:i:ii :.....'..;:i;` : s...:.. :. .`... l`._. . ".`` ```..`...`

i."-*_¥ , , -ee¬,ffii,i-_. ?_-\.-`

p<l` REas `,I lE3 I -. Fur.'HtS\*\t®\ "....i.

a .1anRE"Z#ngse"ae±±±*%±±±*%#±L¬*ifeQ#""L:luA`'lse|qFngseZl.± I.#S`.'lt*Snjxpae.%++=±`1.R}^se±±+±quxpt.=t= "* _' -- I -.+.l\ '\_`` -

*'-~.Php 2 2ABCIp1-O-rated25

I Php -0.30ABClpllp<0.30ABC ___ l2.5

I_Q___INotes:l . Full pomts (1 e , 501JtS) Shall be given for a Single slmllar contract costmg

at least equal to ABC.2. Up to full po1'ntS (i.e., 50 pis) may be given based oil the Cumulat,'`/e ct,st of

s]'mil ar contracts.3. Up ILO 50 percent of fun poilltS (i.e , 25 pts) may be g1`/en based On the

cumulative c'ost of relevant contracts,4. LTp to full point.s (1.e., 50 ptsJ may be g1'\Jen based On the Ct,mblrled scare Of

slmi]ar and rele\'ant contracts as determmed above.

Page lO oT' 13

TOR for Consu'tancy Services for the Development of a Model to Determ-Ire the lnclustry-SpeciflCImpact of the ASEAN Economic Communityto the Phi'ipplnes

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i. Trz[iniElg lJ2(I I+tlimS')

i, slm1]aI IJ-anul1&S S-I-lal] 1,a lI-am]'ngS C,C,I-lduCICd b} the COL-lSLlltLalrl il1'\,C,!\'mg mC,dellmg.

\yal uilIIOn (J±`ChanqCS JJ-I 1_al_i_ffS Z\lld tarlfJ struclLlr¬-tCJ thC-eC`()nOm}J Or lm]JaC,i C,I lI`C-;e ll-ado

atLTI-eClllelltS.

il. FJlele\'anl traiIlm<Lil; S1-tall I,a 1] tllrllJlgS Ut-mduC,-led b)/ i+1e i,OnS'dltant il`lvc,]\JinLg, ]1-lC,dell11|lg

a]ld \'alualIOn OJ` changes m mdustJ-}, Strut,lure and regional COG,peratlOn.

lli. Fo]-slm11a]-tl-ainlngs> full p(,H-Ills tz2(I/ shall be gi`\'el-I based On Curllu1£:JL1\Je nLLrlllL,a-I-z.i

hours of tI-Zmling equivalent to 8() llOl|rS O] more

l\, Fc;`r jell-\/altt Jl]-clmmgS, Zl ll_-l£lXlnlLlrJl i,Core Of 50 I,e]`ce]lt ot` the tcttzl] _c;t;ole fc,I lcJll_]11]arJLralningS S]1al] be g1`./en

\,. up to full pol_nts (20) may be gj`\,Ten bl-I,Sea On COnlbi1-led Similar and relevarJt tlaillmgSas dctennined above

i,i. only similar and 1-ele\Jant t]-aillillgS aS defined above, Shall be considered.

N6~. ofHaur§ Sinrilar Training\\ a set,-ife I \l: `

No. of Hours > 80 20

70<No. of Hours < 80 18

60 < No. ofliours < 70 16

50 < No. of Hour-s < 60 14

40 <No. ofHol.u-s < 50 12

30 <No. of Hours <40 10

20 <No. ofHou1-S <30 8

10SNo. of Hours <20 6

No. ofHours< 10 4

Hd 6f+Hotli5 RelezVarit Trainife§ sb-are. -I.`-:i---_ `t I 1IJ`,-TL`\ ``yJJ:/I l'-

No. ofHc,urs 2 8070<No.c,fHou1-S < 80 10

!9

60<No. ofHou]-s <70 8

50SNo. ofHoul-s <60I40<No.c,fliou1-S<50i30<No.of`Hou1'S<40 7

6

5

20<NcL OfHours< 30 4

]0<No. orHou]-s <20 J

I Nc,. oil-]olL1-S tz 10 l2 I

--f --,, ,.--.-_-_ , -a __-. J==±,--i -= Irr_ _ ._ +_ _I _ == I _I_ _ `l ~_.`i=r,rrl=r`_c-i I_I_

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D. Overall Work'Commitment (20 Points)

over all work commitment v`7i11 be determined by the llumber Of OngC,ing Prt,JeCtS theilldiVjdual consultall.t O1` tile nominated COnSultan{ Of tile firm ]S Gum-ently engaged wltl1.

. ' . . .. ._:. .\. .'.i._. ._.+.-.I.. i... ..'.....\.......... .. .\ .

i-1`, S/_ _ v ur i, -es`/I_%c`

A{3H ae_ ,i.~ Hlr.ct r se#RE i I .ri.''¢._a-_.,_I \RT'_ *`v \-|

_en6i\,I,. - -

pe _L3Z!>`. ,`,|`E=,a..+gEo-1,asac= `_ #~tr ptl.|~20

23-4 15

]0Li_ 0

Page 12 of13

TOP` for Consultancy Services for the Development of a Moclel to Determine the Industry-5pecif,aImpact of the ASEAN Economic Cc,mmunity to the Philipplnes

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l4mme| B. I}e<t,¬tilfl;d Br,i>al`dot1 ±1 Or _4`pprc,i c:a B,lAdge[ CtJSt (I-c,I _r\'B AC u[se cull.\',I

. ___ ll c=` r.I J ,__ ll_= _ =-J ::-:,` =~= =-,: I,:-`===== i =l-EZJ~J\ -=`3 =-Jl= rJ -l=¬C= =r_ == _=l==-.=C :`-li ' ----J -

I__.-_ -_r-Jr -C-,-r'l_r'---l-.`='I--=--rLC,i-_,l=, ==,----- = ==- ---==+-I--_--= J `

.I -:, _,I,;_ -.i-: LC=I _, ==_ `:, I-l± J± l± ,_i-i_rl ,_A = u ,.,:± -I,. _=`= ,-:_==~l,

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PROJECT PROCUREMENT MANAGEMENT PIAN I:OR 2016OFFICE: Na{lonal Oeve'opmer,I Omce -Policy ar,a Planning (NDO-PP)

STAFF/PROJEer: Research ancl Oevell,pmen' -P,oJec! Management Office

General I)eserlptlon Office/Staff fund Source CorLtraCt Type Extel,I/Slle O' ScopeMode ofProcu'emed' Estimated Budget(lnPhl,I

Scneou,e a, ACtIV,I,eS

.`0\6 2017lan I_\,\ Mar ADr May Jun J|lly AuJZ Sept Oct Now Dec jen Feb Mar Apt May June

survey ,|5qlt5 dlseern'nat,on ond advocacy strategy 'O,,heodop`,onoftheNa(IonallongTermVIS,on(AmB'5YOnN8tln2a4O)DIS

NEOA R&DF\|l\±\ Can!ul,lug*.`,\¬\Na,lollal lllfOd'ssemlnatlanandadyocacyvl8medlaandolhe,channe'5

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