How to fill-up the AutoChecker

o   APP (preferably in excel format)

o   1st and 2nd Semeter PMRs (preferably in excel format)

o   Abstracts of quotations

o   Office Orders for BAC, Secretariat, IAS/IAU, various policy implementations

o   GEPS summary of posted opportunities and awards

o   Proofs of training

o   Documentation on the participation of bidders

o   Procurement-related AOMs

o   Crafting of PPMP and TOR/

o   Procurement activities

o   Procurement timelines

o   Procurement-related issues

o   Agency-wide and personnel training/s

o   Acceptance of delivered goods, infrastructure and consulting services

o   Management of contract and implementation

o   Payment procedures and schedules

o   Agency’s complaints system

o   Anti-corruption program/s and adoption

o   Agency website maintenance

þFilling-up Annex A – APCPI Self-assessment Form (APCPI worksheet)

1.      Please indicate the agency name, date of completion of self-assessment, name of evaluator and permanent

2.      If any explanation is needed for the result of each sub-indicator, these may be inputted in the

Comments/Findings column.

3.      APCPI Rating is based on the APCPI Rating System found in Annex C of the User's Guide.

Use this rating system for the self-assessment. After completing the assessment, identify those

Sub-indicators with ratings between 0 to 2 and formulate a procurement capacity development plan

called the APCPI Action Plan based on the attached format and submit to GPPB for monitoring.

þFilling-up Annex B.1 – Consolidated Procurement Monitoring Report (CPMR) (CPMR worksheet)

1.      Please indicate the assessment year whose data and information is being collated and assessed.

2.      In Column 2, record the ABCs of all projects, activities and programs as consolidated per method of

procurement as classified in the APP.

Note: In Row 2.1.3 (Others – Shopping), these are items procured through Sections 52.1 a and b

with ABCs PhP 50,000.00 or less.

Note: In Row 2.2.1 and 2.2.2 (Direct Contracting), include procurement under WETI Guidelines only

if these were procured within the year being assessed.

Note: In Rows 2.5.5 and 2.5.6 (Others – Negotiated Procurement), these are items procured through

other modes under Section 53 divided further by those with ABCs above PhP 50,000 or those with

ABCs PhP 50,000.00 or less.

3.      In Column 3, record the quantity of all projects, activities and programs as consolidated per method of

procurement, corresponding to the amount recorded in Column 2.

Note: Items procured by lot shall be counted on a per lot basis.

4.      In column 4, record the quantity of all awarded projects, activities and programs as consolidated per

method of procurement, corresponding to the procurement activity it is included.

5.      In Column 5, record the Amount of Award of all projects, activities and programs as consolidated per

method of procurement as classified in the PMR.

6.      In Column 6, record the quantity of all failed projects, activities and programs as consolidated per method

of procurement, corresponding to the procurement activity it is included.

Note: Once a procurement activity has been declared failed, its activity has already ended. If rebidding

commences, it will be counted as a different procurement activity. Hence, another count is added to

Column 3 but not necessarily for Column 2, unless there is adjustment of ABC, in which case the

adjusted additional amount of the ABC should only be counted.

7.      In Column 7, record the total number of companies, suppliers, contractors, firms, individual

consultants or bidders that have acquired bidding documents for each procurement activity given in

Column 3 for each type of public bidding.

Note: If bidding documents are free, include the number of acquisitions per procurement activity in

PhilGEPS to the number originally obtain from actual count.

8.      In Column 8, record the total number of companies, suppliers, contractors, firms, individual

consultants or bidders that have submitted their bids for each procurement activity given in Column 3

and out of the number given in Column 7.

Note: The number in Column 8 may only be less than or equal to entry in Column 7.

9.      In Column 9, record the total number of companies, suppliers, contractors, firms, individual

consultants or bidders that have passed evaluation of submitted legal and technical documents for

each procurement activity given in Column 3 and out of the number given in Column 8. 

Note: The number in Column 9 may only be less than or equal to entry in Column 8.

10.  In Column 10, record the quantity of all projects, activities and programs as consolidated per method of

procurement, which should not exceed the recorded number in Column 3, as published in PhilGEPS.

Note: Posting multiple lots or line items at a single time are done for efficiency purposes. Like posting

of an individual procurement opportunity, multiples should be counted as multiple postings since

these correspond to entries counted in Columns 2 to 6.

11.  In Column 11, record the quantity of all awarded projects, activities and programs as consolidated per

method of procurement, which should not exceed the recorded number in Column 4, as a published

opportunity in PhilGEPS.

Note: Posting awards for multiple lots or line items at a single time are done for efficiency purposes.

Like posting of an individual awarded procurement, multiples should be counted as multiple postings

since these correspond to entries counted in Columns 2 to 6, regardless of the number of winning

companies, suppliers, contractors, firms or individual bidders.

12.  In Column 12, record the quantity of all awarded projects, activities and programs that incurred

negative slippage during delivery corresponding to the awarded quantities declared in Column 4.

Note: Negative slippage is commonly identified as any delay in the scheduled delivery of items, phases,

services and/or the like.

13.  In Column 13, record the quantity of all awarded projects, activities and programs that have

amendments or variations before the delivery corresponding to the awarded quantities declared in

Note: Amendment or variation order is commonly identified as any change in design or specification

before the delivery of items, phases, services and/or the like.

14.  In Column 14, record the quantity of all awarded projects, activities and programs that have been

realized into a contract three (3) months from the opening of bids up to the award of contract

which should not exceed the awarded quantities declared in Column 4.

þFilling-up Annex B.2 – APCPI Questionnaire (Questionnaire worksheet)

1.      Please indicate agency name, date of completion, name of respondent and permanent position.