Checklist of Supporting Documents for Infrastructure Projects

(By Contract)
 Approved Disbursement Voucher
 Obligations Request (for Municipality)/availability of funds
 Letter request by the contractor on advance payment or partial billing
 Bank Guarantee on advance payment (for mobilization)
 Photograph of project site before construction (for mobilization)
 Certificate of site inspection
 Certification by the municipal Engineer that the contractor has started its contract (for mobilization)
 Accomplishment report prepared by the contractor (for partial and final billing)
 Accomplishment report prepared by the Municipal Engineer and approved by the Punong Barangay (for
partial and final billing)
 Inspection Report (for final billing)
 Certificate of Final Acceptance (for final billing)
 Warranty (for final billing)
 Notice of Award
 Contract
 Performance Bond
 Notice to Proceed
 Letter of intent
 Instruction to bidders
 Bid Data Sheet
 General Conditions of the contract
 Special Conditions of the contract
 Specifications
 Bill of Quantities
 Checklist-Eligibility requirements for infra

 Registration Certificate from DTI

 Mayor’s Permit issued by the City or municipality where the principal place of business
Of the prospective bidder is located.
 Statement of all its ongoing and completed government and private contracts
 Valid PCAB license
 Audited financial statements stamped “received” by the BIR (income statement, balance sheet and
statement of cash flows)
 NFCC or a commitment from a universal or commercial bank to extend credit line

 Checklist for Technical Requirements

 Bid Security
 Organizational Chart
 List of Contractor’s Personnel
 Key personnel’s certificate of employment
 Qualification of Key personnel Proposed to be assigned in the project
 Statement of availability of personnel for the project
 List of Contractor’s equipment units
 Equipment utilization schedule
 Statement of availability of equipment for the project
 Omnibus sworn statement

 Checklist for financial Documents

  Bid prices in the Bill of Quantities
 Cash flow by the quarter and payments

 Philgeps Certificate of Registration

 Tax Clearance
 Latest Income and business tax returns
 Construction Schedule and S-curve
 Manpower Schedule
 Construction methods
 Construction safety and health program
 PERT/CPM
 Program of Work
 Plans and specifications
 Certification as to availability of funds
 Invitation to apply for eligibility and to bid
 Philgeps posting of invitation to bid
 Certification as to posting
 Invitation to attend the Pre-bid Conference

 COA
 OBSERVERS
 BRGY. CAPTAIN
 BAC Members

 Invitation to attend the Pre-bid Conference

 Minutes of the Pre-Bid Conference
 Invitation to attend the Opening of Bids

 COA
 OBSERVERS
 BRGY. CAPTAIN
 BAC Members

 Minutes of the opening of bids

 Abstract of bids as Read
 Evaluation of Bid
 Post-Qualification evaluation report by TWG
 Minutes of the bid evaluation and BAC recommendation to award
 Excerpt from the minutes of the pre-bid conference, opening of bids, bid evaluation and BAC
recommendation to award

FOR NON-WINNING BIDDERS

 Letter of Intent
 Checklist-Eligibility requirements for infra

 Registration Certificate from DTI

 Mayor’s Permit issued by the City or municipality where the principal place of business
Of the prospective bidder is located.
 Statement of all its ongoing and completed government and private contracts
 Valid PCAB license
  Audited financial statements stamped “received” by the BIR (income statement, balance sheet and
statement of cash flows)
 NFCC or a commitment from a universal or commercial bank to extend credit line

 Checklist for Technical Requirements

 Bid Security
 Organizational Chart
 List of Contractor’s Personnel
 Key personnel’s certificate of employment
 Qualification of Key personnel Proposed to be assigned in the project
 Statement of availability of personnel for the project
 List of Contractor’s equipment units
 Equipment utilization schedule
 Statement of availability of equipment for the project
 Omnibus sworn statement

 Checklist for financial Documents

 Bid prices in the Bill of Quantities

 Cash flow by the quarter and payments