brms.e-subicbay.combrms.e-subicbay.com/docs/bids/284/gbZqdn7PlRl9... · Web viewRepublic Act (RA) No. 7227, otherwise known as the Bases Conversion Development Act, provided for the

Republic of the PhilippinesSUBIC BAY METROPOLITAN AUTHORITY

Subic Bay Freeport Zone

TERMS OF REFERENCE

Consultancy, Updating of Subic Bay Protected Area Management Plan (SBPAMP) Baseline Studies

I. BACKGROUND AND RATIONALE

Republic Act (RA) No. 7227, otherwise known as the Bases Conversion Development Act, provided for the creation of the Subic Special Economic and Freeport Zone. The law provided the creation of the Subic Bay Metropolitan Authority (SBMA) that would be responsible for the management, development, and supervision of the Freeport Zone. Section 13 of this law mandates SBMA, among other things, to:

Maintain and preserve the forested areas as a national park Protect, maintain, and develop the virgin forests within the baselands which will

be proclaimed as a national park and subject to a permanent total log ban, and for this purpose, the rules and regulations of the Department of Environment and Natural Resources and other government agencies directly involved in the above functions shall be implemented by the Subic Authority

Adopt and implement measures and standards for environmental pollution control of all areas within its territory, including, but not limited to all bodies of water and enforce the same. For this purpose, the Subic Authority shall create an Ecology Center (Sec 7.1.1).

The Ecology Center has the distinction of being the only office of SBMA whose creation is directly provided by RA 7227 [paragraph 10, Section 13], for the protection of the environment and natural resources within the Subic Bay Freeport and/or jurisdiction of the SBMA.

On 25 June 1992, Proclamation No. 926, otherwise known as Establishing the Subic Watershed Forest Reserve (SWFR), was signed into law. The purpose of this law is to protect and preserve the rare biological diversity of the flora and fauna therein and keep intact the productive capacity of the watershed to supply water to the former Subic Bay Military Reservation.

Section 5 of Republic Act 7586, otherwise known as the National Integrated Protected Areas System, provides that the watersheds and identified virgin forests prior to the effectivity of the Act, among others, are part of the initial component of the System. Section 15 of this

CONSULTANCY, UPDATING OF SUBIC BAY PROTECTED AREA MANAGEMENT PLAN (SBPAMP) BASELINE STUDIES

Act also provides that “protected areas, or portions thereof, under the jurisdiction of government instrumentalities other than the DENR prior to the passage of the Act shall remain under the jurisdiction of said department or government instrumentality.”

By virtue of Republic Act No 8371, otherwise known as the Indigenous Peoples Rights Act, the Pastolan Aetas have been awarded a CADT over areas (~4,356 has) within the SWFR, which are claimed as part of their ancestral land.

Section 58 of RA 8371, however, states that “Ancestral domains or portions thereof, which are found to be necessary for critical watersheds, mangroves, wildlife sanctuaries, wilderness, protected areas, forest cover or reforestation as determined by appropriate agencies with the full participation of the Indigenous Cultural Communities/Indigenous Peoples (ICC/IPs) concerned shall be maintained, managed and developed for such purposes.”

The Subic Bay Metropolitan Authority (SBMA) has been implementing the Subic Bay Protected Area Management Plan (SBPAMP) in the conservation, protection, management, maintenance and development of its almost 12,000 hectares of terrestrial and marine environment with the Subic Watershed Forest Reserve at the center of its protection. The SBPAMP took two years to develop; it started in 1999 and was finished in 2001. Funding for this project came from The Japan Bank of International Cooperation (JBIC). In 2002, the SBMA Board of Directors approved the SBPAMP to be implemented in the Subic Bay Freeport Zone. Since then, Ecology Center has used it extensively in providing guidance to the SBMA management on the biophysical character of the Subic Bay Protected Area (SBPA), the land use and jurisdictional background in local and regional setting and has helped greatly in planning and decision making when it comes to real estate and business development inside the zone.

The SBPAMP was created with in mind a vision that the Subic Bay Freeport will become the industrial, commercial, financial and investment center in the region, challenging the SBMA to keep a balance between environmental protection and sustainable development. The Ecology Center has been consistent in implementing the provisions of the SBPAMP but somehow encounters conflicting decisions on some occasions.

In the more than fifteen years the SBPAMP was created, significant changes have occurred in the Freeport that may have affected the environment. Changes in the physical and built environment including rapid expansion of urbanized areas may have impacted on water and natural resources and their association with ecological issues. Further, there have been a dramatic increase in the rate of regional growth from the neighboring towns and cities as a result of the development inside the Freeport.

As envisioned, businesses flourished and visitors, residents, and workers increased significantly. Numerous changes in the physical and natural resources as well as the already built-up environment may have occurred. It is inevitable that the SBPAMP be updated to


keep up with the changing times in the Freeport to ensure sustainable development is align with economic progress.

II. OBJECTIVES

Protected areas have been the foundation of efforts to conserve genetic materials, species and ecosystems. However, designating an area as protected area is only a partial first step.

Protected areas need to be carefully planned, and properly managed in order to ensure the benefits that they can offer to people such as biodiversity and ecosystem services. To cite an example, for water alone, the water resource value based on available data from Subicwater & Sewerage Company, Inc as cited by URS (2000) Section 4.5.3 Volume 5, that out of the extracted raw water volume of about 21Million cu m, about 11M cu m, or around 53% came from the protected area of SBMA.

It is important to address pollution, negative impacts of tourism, improper locations of infrastructure and increased demand for land and water resources, all of which exert constant pressure on protected areas and the ecosystem services that they provide, likewise, for cross-cutting issues such as climate change, disaster risks and gender and development.

A. Gender and Development (GAD) Gender mainstreaming is a complementary strategy to women’s empowerment – it does not eliminate the need for women activities targeted to promote gender equality.

The GAD perspective recognizes that gender concerns cut across all areas of development and therefore should not be overlooked in the development planning process (NCRFW and CIDA 2003).

Republic Act 9710 or the Magna Carta for Women, through Section 37 of its Implementing Rules and Regulations, identified gender mainstreaming as a strategy for government agencies, offices, bureaus, instrumentalities, State Universities and Colleges (SUCs), Government-Owned and Controlled Corporations (GOCCs) and Local Government Units (LGUs) to, “pursue the adoption of gender mainstreaming as a strategy to promote and fulfill women’s human rights and eliminate gender discrimination in their systems, structures, policies, programs, processes, and procedures”.

The importance of gender mainstreaming has been recognized as one of the ways by which threats to biodiversity and ecosystem services may be addressed. Integrating gender aims to transform unequal social and institutional structures in order to make them greatly responsive to gender (CBD 2008).


PCW (2016) states that, “Essentially, the process of gender mainstreaming entails the transformation of institutional structures, culture and practices wherein gender concerns become central instead of remaining as peripheral issues and concerns.”

In this regard, the SBMA as an organization and particularly the Ecology Center need to establish a body to support gender mainstreaming in the organization, where a Gender Focal Point may act as a catalyst, take responsibility for spearheading, supporting and sustaining gender work.

B. Disaster Risk Reduction (DRR)

The shift from a reactive disaster response to a proactive DRR orientation has long been recognized. Disasters can have adverse consequences on the environment and on ecosystems in particular, which could have immediate– to long-term effects on the populations whose life, health, livelihoods and well-being depend on a given environment or ecosystem.

Protected areas such as the SBPAMP, have an important role in reducing risks from natural disasters and in helping counteract climate change impacts. Extreme damage to these natural barriers can cause unimaginable damage to communities - property and populace.

C. Climate Change Adaptation (CCA)

Climate change and biodiversity are interconnected - climate change affects biodiversity, and changes in biodiversity affect climate change. Climate change is a key driver of biodiversity loss, and protecting biodiversity help to moderate climate change, and to adapt to its unavoidable consequences.

D. Environmental and Biodiversity Management

Locators of development projects within the SBMA have their corresponding Subic Bay Freeport Zone ECCs/CNCs and permits. Compliance to the conditions set in the ECCs and their conditions/commitments are monitored by the Ecology Center.

Yet it was identified that critical threats to the sustainability of the Subic Bay Protected Area (SBPA), originates from non-compliances to the conditions set in the ECCs and their conditions/commitments, as well as their impacts.

Results of the self-assessment regarding threats to the SBPA pertain to commercial and industrial establishments; garbage and solid waste; tourism and recreation infrastructure; recreational activities and tourism; household sewage and urban wastewater; household sewage and wastewater from facilities (e.g. toilets, hotels) among others.


Furthermore, the proposed projects in support of President Duterte’s “Ten Point Agenda” to accelerate infrastructure spending and pump-prime economic development through productivity, trade and investment may generate environmental issues that may be aggravated by climate change and natural disasters.

A review of locators’ compliance to basic environmental laws is appropriate in this updating of the SBPAMP, among others, RA 9003 Ecological Solid Waste Management Act; RA 8749 Philippine Clean Air Act; RA 6969 Toxic Waste and Hazardous Chemicals Management Act; RA 9275 Clean Water Act; Presidential Decree (PD) 1586; commitments and impacts of their project implementation and subsequent mitigation.

The following are the objectives of updating the SBPAMP:

1) To update the environmental baseline studies, including, but not limited to:

physical environment; biological environment; social, economic and cultural context; existing general land uses and infrastructures; and institutions (administrative context) and stakeholders.

2) To assess policies and landscape changes and the current state of the Protected Area (PA) in terms of environmental, biodiversity and ecosystem services

3) To update/re-establish the Subic Bay Land Resource Information System (LRIS), the computer-based system developed around a Geographic Information System (GIS)

4) To include DRR/CCA in the programs/projects/activities, to build the adaptive capacity of communities within the SBPA and increase the resilience of natural ecosystems to disasters and climate change, and optimize mitigation opportunities towards sustainable development

5) To include GAD not only in the governance of SBMA, the Ecology Center and with special consideration of the ICCs/IPs or the Indigenous Cultural Communities/Indigenous Peoples inside the protected areas in the plans, programs, projects, and activities.

6) To update the current zoning guidelines including updating of the permitted and prohibited activities that will serve as guiding “regulations’ for managing the SBPA.

7) To update the socio-economic profile of communities surrounding the Subic Bay Freeport Zone.

III. CAVEAT

The SBMA does not guarantee the accuracy and completeness of the information contained in this TOR or its various attachments. In all cases, interested applicants or proponents


should conduct and exercise their own diligence, research, analysis, etc. for the proposed project.

By accepting this TOR, the recipient acknowledges and agrees that:

1. None of the information herein will be used by the recipient or any of its employees or representatives in any manner whatsoever, in whole or in part, other than in connection with the proposed project for purposes of considering the terms and conditions stated herein.

2. Without limiting the generality of the foregoing, the recipient will not reproduce this TOR to any person other than a limited number of the recipient’s employees or representatives who have a clear need to know such information; and

3. Any proposed action by the recipient which is inconsistent in any way with the foregoing will require the prior written consent of the SBMA.

4. Any deliverables of the winning applicant/proponent as a result of the activities under this TOR shall become property of SBMA. As such, SBMA shall have all the rights to implement, revise and or edit any content, in part or in whole, for the best interest of the Subic Bay Freeport Zone and its clientele.

While SBMA is open to all project proposals from qualified individuals, SBMA reserves the right to reject any and all proposals or not award the project and declare a failure of bidding, or not award the contract in accordance with the applicable provisions of R.A. 9184 under IRR-A - Section 41. Reservation Clause.

The method of procurement adopted for this service will be through competitive public bidding.

IV. DESCRIPTION AND SCOPE OF WORK

The updating of SBPAMP to include disaster risk reduction and management, climate change adaptation and gender and development, is a proactive approach, to deliberately emphasize pre-disaster prevention and mitigation. As stated in HLURB-CCC-UNDP-Australian Government (2015), “through anticipatory interventions, it is expected that the population would be safer, the economy more resilient, and basic services and infrastructure robust.”

The 2009 Climate Change Act requires all government agencies and institutions to systematically integrate climate change in key phases of their policy formulation, development plans, poverty reduction strategies, budgetary proposals and other development tools and processes. The 2010 National Disaster Risk Reduction and Management Law provide the fundamental framework for key actions toward improving governance and participation, financing, capacity and development as well as addressing CONSULTANCY, UPDATING OF SUBIC BAY PROTECTED AREA MANAGEMENT PLAN (SBPAMP) BASELINE STUDIES

critical hazard challenges, specifically those which are becoming more frequent and intense due to climate change (HLURB-CCC-UNDP-Australian Government 2015).

Additional challenge is to introduce gender-responsiveness not only in climate change adaptation strategies but also in overall PA management. The Philippine Commission on Women (PCW) asserts that climate change is not gender-neutral as it makes the conditions of the majority who live in poverty, especially women, more adverse. Hence, there is an urgent need to ensure that climate change policies and plans are likewise gender-responsive (PCW and USAID 2012).

The specific policies, existing tools/references for the institutional, scientific, biological and socio-economic assessment that can be used as guidelines may include among others, the following:

Republic Act 7192 or the Women in Development Act Executive Order 273 Approving and Adopting the Philippine Plan for Gender and

Development 1995-2025 The General Appropriations Act allocating a Gender and Development Budget for

Government Agencies DBM-NEDA-NCRFW Joint Circular on GAD Budget Utilization Memorandum Circular 2011-01 or Guidelines for the Creation, Strengthening and

Institutionalization of the Gender and Development (GAD) Focal Point Systems Joint Circular 2012-01 or Guidelines for the Preparation of Annual Gender and

Development (GAD) Plans and Budgets and Accomplishment Reports to Implement the Magna Carta of Women

Joint Memorandum Circular 2016-01 or Amended Guidelines on the Localization of the Magna Carta for Women, that has clarified the process of mainstreaming GAD in the bureaucracy, especially on the Gad Planning and Budgeting Process

DENR Administrative Order (DAO) No 2016-26 Guidelines for the Implementation of the Coastal and Marine Ecosystem Management Program (CMEMP)

DAO 2013-12 Guidelines for the Implementation of the Sustainable Coral Reef Ecosystems Management Program (SCREMP)

DAO 2013-26 Revised Guidelines on the Survey and Registration of Protected Area Occupants

BMB Technical Bulletin No 2016-05 Biodiversity Assessment and Monitoring System (BAMS)

BMB Technical Bulletin No 2016-06 Guidelines on Socio-economic Assessment and Monitoring Systems (SEAMS) in Protected Areas

BMB Technical Bulletin No 2018-02 Procedures in the Conduct of Assessment of Urban Biodiversity

BMB Technical Bulletin No 2017-11 Guidelines in the Identification and Recognition of Biodiversity-Friendly Enterprise (BDFE)

BMB Technical Bulletin No 2014-03 Prescribed Tools for Impact Monitoring of Ecotourism Activities


BMB Technical Bulletin No 2017-05 Guidelines on the Assessment of Coastal and Marine Ecosystems

BMB Technical Bulletin No 2017-04 Prescribing the Guidelines on the Preparation of the Protected Area Management Board (PAMB) Manual of Operations

BMB Technical Bulletin No 2017-08 Providing the Checklist for the Review of Protected Area Management Plan

SCOPE OF WORK

The scope of work covers the updating of the Subic Bay Protected Area Management Plan. Although the focus of the management plan is on the protected areas, the policies and actions necessary to effectively manage the protected area cannot be confined within the PA boundaries alone, especially the Olongapo Watershed Forest Reserve. Therefore, the analytical and policy phases of the planning process must consider a wider spatial context, as suggested by URS (2001), to be agreed upon with the SBMA Ecology Center, encompassing the potential areas to be developed further as against areas placed under SBMA protected status. URS (2001) added that this will allow comprehensive understanding of the physical, biological, social, cultural and other processes and the interrelationships between identified ecosystems comprising the spatial system. This comprehensive understanding will serve as the foundation upon which the management strategies, policies and action plans of the PAMP will be built.

In undertaking this task, the Consultant may adapt the conceptual approach and methodologies used as described in Section 1.3 Volume I of the SBPAMP (URS 2000), as applicable, for continuity purposes. Likewise, the DENR Memorandum Circular No 2008-05 Guidelines in the Preparation of Integrated Watershed Management Plans (IWMPs) is also applicable.

On the other hand, the BMB Technical Bulletin 2016-08 or the Clarifying the Protected Area Management Planning Process and Providing the Annotated Outline for Protected Area Management Plans provides among others, the necessary flow chart of the process, the outline of the Management Plan; the development of the Logical Framework Approach in developing and/or validating various programs and projects for the management of the protected areas; Financial Plan (Annex D); Management Plan Implementation, Monitoring and Evaluation. Guide questions for describing the Protected Area.

Section 4 of BMB Technical Bulletin 2016-08 prescribes the guidelines and components of the management planning process to include, among others,” the formulation of management strategies including zoning, sustainable financing, climate change mitigation and adaptation, resource protection and conservation, socio-economic development and governance.

It is certain that part of the assignment is highly technical in nature and will involve necessary studies from biodiversity assessments – terrestrial, freshwater and marine


ecosystems, as well as assessment of satellite and aerial data and photography, technical, financial, economic, legal and institutional aspects. The right balance between theoretical and practical approaches need to be attained since the outputs and recommendations of the assignment are envisioned to be implementable.

Furthermore, the successful planning for the delineated protected areas of Subic Bay requires an effective bi-directional layering of three equally important sets of plans and strategies: 1) Protected Area Management Plan (PAMP); 2) Business plan; 3) Financial Plan (URS Section 4 of Volume 5).

The responsibilities of the Ecology Center on environmental management of the Subic Bay Freeport Zone and the importance of gaining ready access to current and accurate environmental data necessitates a computer-based information system populated with a range of data about their natural environment (Woodward Clyde 2000). The Environmental Database will be in a stand-alone PC that will be housed in the SBMA Ecology Center.

It is the responsibility of the Consultant to carry out all the tasks including the applications and succeeding processes for Gratuitous Permit (GP) and the Free and Prior Informed Consent (FPIC), should these be required by the DENR and NCIP, respectively.

The Consultant shall take into consideration that at least forty (40%) of the Consultant’s Team members shall be women, pursuant to RA 9710 or the Magna Carta of Women. It is expected that protocols will be established between the Consultant and the Ecology Center, the Community/ies during these meetings. Likewise, with the consultations that will be conducted with the business sector and other stakeholders.

The project team, with the concurrence of SBMA will formulate new vision, goals and objectives to include DRR/CCA and GAD. The vision will reflect what the SBPAMP seeks to achieve in achieving a climate change- and disaster risk- reduction - inclusive plan, with due consideration of the women and men in SBPA, to include the Olongapo Watershed Forest Reserve. The range of goals to be formulated will address environmental, social, economic and interrelated issues yet to be determined, after which, more detailed objectives will be developed.

The Consultant will identify the Protected Area boundaries, with the added Olongapo Watershed Forest Reserve, considering also the management and buffer zones.

During the technical exercise, the conduct of community consultations and workshops with stakeholders around and within the PAs is expected. In the process verifying and validating the secondary information that has been collected/gathered, as well as examining, adding value to the vision, goals and objectives.

Appropriate management strategies will be developed, including the designation of permitted and restricted uses/activities of the management zones and buffer zones.


The various tasks will cover the i) updating of the baseline information as provided in the present PAMP; ii) collection of baseline information from the Olongapo Watershed Forest Reserve; iii) areal conceptualization and policy framework; iv) plan formulation; v) implementation framework and strategies and vi) integration.

The Consultant should seek a balance wherein the quantitative approach and the qualitative facet are especially considered. The outputs need to be anchored on objectively verifiable results that will subsequently provide the basis for informed decision-making by the Ecology Center, the SBMA Board of Directors, other concerned SBMA departments/office/units and other stakeholders.

It is imperative that the Consultant is able to place this assignment in the local context, considering the unique situation and dynamics of the SBMA Watershed Forest Reserves, Olongapo Watershed Forest Reserve, other segments of the Protected Areas being connected with the Bataan National Park.

The Consultant is expected to involve the locals and Indigenous Peoples (IPs), particularly the Pastolan Village’s Ayta Ambala Tribe and Kanawan Village’s Magbukun Aytas, in the conduct of all assessments/surveys as their local guide; and in the identification of local names of biodiversity, location and their indigenous uses. Likewise, in the identification of areas that are sacred to them, their sources of water that need to be protected, and other relevant information.

It is likewise necessary to ensure that this undertaking is consistent with national guidelines, such as those of the Biodiversity Management Bureau (BMB), especially BMB TB 2016-08 and BMB TB 2017-08; Environment Management Bureau (EMB) of the Department of Environment and Natural Resources (DENR) especially the Philippine Environmental Impact Statement System; the Department of Science and Technology (DOST); Department of Interior and Local Government (DILG) and other government agencies.

The Consultant is also expected to review and consider Multilateral Environmental Agreements (MEAs), national and local policies to maximize the information for this undertaking (i.e. RA 7586 or the NIPAS Act, DAO 2008-26 the Revised IRR of the NIPAS Act). Make use of relevant resources from the academe, non-government agencies (NGAs) and government institutions. The SBPAMP developed by URS (2000), the SBFZ Comprehensive Master Planning Project (2010) and other relevant reference materials.

The Consultant is expected to translate to the protected area level the various frameworks of the Philippine Biodiversity Strategic Action Plan (PBSAP), the Program of Work on Protected Areas (POWPA), Philippine National Protected Area System Master Plan, and the Philippine Development Plan.


The Consultant shall ensure that the updated protected area management plan shall also be in accordance with the IUCN WCPA’s Guidelines on the Governance of Protected Areas to ensure that the global best practices are considered and incorporated.

The Consultant shall update the existing environmental database of the Land Resource Information System (LRIS). The LRIS is a computer-based system and was developed around a Geographic Information System (GIS) application including one or more Relational Database Management Systems (RDBMS). The SBPAMP-LRIS shall be updated and expanded to include high-end analysis and predictive modeling applications, notwithstanding in particular, the changes in the SBFZ biophysical environment, and using the latest version of ArcGIS. From this, the Consultant shall include in his works the procurement, installation and population of a computer-based information system that is expected by the Ecology Center to be acceptably functional prior to project completion. As discussed above, the system will incorporate a range of RDBMS applications for storing infrastructure and environmental data and will use the latest GIS applications to manage and provide ready access to captured data. ArcGIS is specified as this have been proven to be functional and compatible with existing SBMA computer system.

The Environmental Database shall comprise:

1) a spatial database; and 2) non-spatial databases

1) Spatial Database -The spatial database explicitly contains map based data; that is, data that has a geographic nature. Data sets that are to be captured for the LRIS spatial database will be compiled using GIS applications and will include but not necessarily be limited to the following:

• Cadastral data:

Official SBFZ boundary (Proclamation 532); Subic Watershed Reserve Boundary (Proclamation 926); National park boundaries (e.g., Bataan National Park- Proclamation192;

Roosevelt Protected Landscape); Municipal boundaries; Land use zones; Locators boundaries; Contaminated sites; CBFM/ Social Fencing areas; town/village property block boundaries; Aeta ancestral domains and claims areas (Pastolan and Kanawan Aytas); other government jurisdictional boundaries (e.g., Philippine military,

Department of Environment and Natural Resources, Coast Guard)

• Biophysical data: CONSULTANCY, UPDATING OF SUBIC BAY PROTECTED AREA MANAGEMENT PLAN (SBPAMP) BASELINE STUDIES

- terrestrial environment:

vegetation communities (e.g., forests, grassland); hydrological systems (e.g., creeks, streams, rivers, falls); geological units and structures; regolith (i.e., soils / land unit type); land capability designations; topology; and landslide-prone areas

- marine environment:

mangroves; beaches (sand, pebble, rock); seagrass; corals; rocky reefs; unvegetated seabed (sand, pebble, rock); geological units and structures; and bathymetry.

Each of these data sets will be captured as geo-referenced map layer or “theme”. An attribute table will also be defined for each theme. The type and number of “fields” (i.e., columns) in each table will vary from theme to theme as will the number of table entries (i.e., rows).

2) Non-Spatial Databases Data sets that do not necessarily have a spatial component will also be captured and entered into the Environmental Database. Such data sets may include:

environmental monitoring results (although these are likely to have a spatial component insofar as they can be ‘tied’ to a monitoring station with a known location);

procedures and work instructions for environmental monitoring; compendium of environmental laws; data standards and definitions; and anecdotal (field) notes.

Infrastructure Database – the Consultant shall include an updated map of all aspects of the built environment of SBMA including but not necessarily limited to the following:

roads; existing forest trails drainage and sewer pipes; sewage treatment plants electrical cabling and power poles; communication cabling and poles;


buildings; and port facilities and shipping infrastructure (e.g., navigation lights, buoys, piers, wharves and jetties).

The whole team may at times be requested to work at the same time, some of the times (e.g. during Team Meetings; and as much as possible, if they involve speaking to the same people. This will avoid “interview fatigue”, especially of the local people).

The Consultant will prepare the project implementation schedule which will define and set the timelines of the major phases of the updating process and achieve the expected deliverables from time of award to completion.

V. TEAM COMPOSITION AND QUALIFICATION

A. Qualification of the Environmental Consulting Firm

The Consulting Firm shall have a solid background on protected area management planning with at least ten years of existence and must have completed projects of similar nature. A proof of completed projects carried out in the last five years that best illustrate qualifications shall be submitted to SBMA for review following the format below:

Project Name LocationName of Client Professional staff provided by your Firm/EntityAddress Approximate Value of ServicesStart Date (Month/Year) Completion Date (Month/Year)Description of Project

Description of Actual Services Provided

B. Qualification of Technical Team

The Team should be composed of both specialists in the component disciplines and people with an overview of all the disciplines.

The Consultant is expected to offer and organize key experts for the following positions with corresponding qualifications:


No. Position Expertise Required1 Team Leader Advanced university degree in ecology or

any related field; >10 years’ experience in providing team/program leadership; protected area management planning; risk analysis; integrated watershed resources management; coastal and marine ecosystems management

2 Gender and Development (GAD) Specialist

5 years’ experience in gender analysis; to identify potential gender risks and strategies for inclusive development

3 Environmental Planner a licensed environmental planner with 5 years’ experience in urban and regional planning, and with at least 5 years experience in environmental planning & management of forest & water ecosystems and sustainable development of protected areas.

4 Environmental Scientist 5 years’ experience in carrying out environmental impact assessments and developing adequate mitigation measures; environmental due diligence; environmental monitoring

5 Environmental Engineer A qualified engineer knowledgeable about ISO: 14001 EMS certifications

6 Watershed Management Specialist

>10 years’ experience in sustainable watershed and forest resources management; integrated water resources management and community-based resources management

7 Climate Change Adaptation (CCA) Specialist

5 years’ experience in the field and extensive background on CCA-related risk and vulnerability assessments, CCA planning local and international

8 Disaster Risk Reduction and Management (DRRM) Specialist

5 years’ experience in DRRM-related risk and vulnerability assessments, and extensive DRRM background local and international

9 Terrestrial Flora Specialist 5 years’ experience in biodiversity assessments of terrestrial ecosystems; their composition, structure and function

10 Terrestrial Fauna Specialist 5 years’ experience in biodiversity assessments of faunal populations in terrestrial ecosystems


No. Position Expertise Required11 Freshwater Ecology

Specialist5 years’ experience in freshwater ecology assessments and integrated water resources management

12 Marine Ecology Specialist 10 years’ experience in marine biodiversity assessments and integrated coastal management

13 Sociologist/Anthropologist 10 years’ extensive experience in socio-economic assessments and especially about indigenous cultural communities, informal settlers (urban and rural), fisherfolks, and upland farmers

14 Carrying Capacity Specialist 5 years’ experience in hydrology/ hydrogeology; environmental carrying capacity and water resources carrying capacity assessments

15 GIS Specialist 5 years’ experience in development and management of GIS systems and database. Some of the experiences must be in projects/programs related to protected area management

16 Resource Economist 5 years’ experience in environmental, natural resource, or development economics; environmental management; economic analysis; or related fields; with 5 years’ experience in the conduct of cost benefit analysis and resource valuation

VI. PROJECT COST

The Approved Budget for the Contract (ABC) is Fifty Million Pesos (Php 50,000,000). including applicable duties & taxes, professional fees and other incidental expenses sourced from SBMA Corporate funds CY 2019 thru Multi-Year Obligational Authority as authorized by SBMA Board Resolution No. 19-03-1142 within a 24-month project period.

VII.SCHEDULE

All the activities indicated in the Scope of Work must be completed within 24 months from receipt of the Notice to Proceed.

The Consultant shall discuss the timetables and the deadlines/milestones with SBMA Ecology Center but all the results of the studies should be submitted in such a time that the project’s review and the evaluation shall enable the Ecology Center and the Consultant to present to and obtain the approval of the SBMA Board of Directors by end of the 24-month


project period. This schedule should ensure that both wet and dry sampling of the Freeport environment be made. The Consultant should include a proposed schedule of activities elucidated in a Gantt chart with their proposal.

Every month or every thirty (30) days after the issuance of the notice to proceed, the Consultant is required to submit a progress report. The report shall include but will not be limited to a summary of the activities accomplished, a list of the problems encountered with the methodology, a proposal of alternatives with respect to unworkable procedures and methodologies, a list of the deviations to the project’s sampling and analysis plan, if any, a forecast of the future needs and difficulties that may be encountered.

VIII. CRITERIA FOR SELECTION (ELIGIBILITY, SHORTLISTING AND BID EVALUATION CRITERIA)

The Project shall use Quality-cost Based Evaluation (QCBE) as shown in Annex B, CRITERIA FOR SELECTION, Eligibility, Shortlisting, and Bid Evaluation Criteria for Consultancy, Updating of Subic Bay Protected Area Management Plan (SBPAMP) Baseline Studies hereof.

IX. DELIVERABLES

The expected outputs of this commission are as follows:

Deliverable Month(order may be

revised as needed)

Public Hearing 1 –presentation of the project to the public where men and women will be invited to participate in the project design and have equal power in decision-making process

1

Workshop 1 –Project identification and inception 1Inception Report 1Census of Protected Area Occupants 2Land Resource Integration System 3Resource Inventory 3Workshop 2 –Ecological profile, Id of key issues and assumptions; food web approach

7

Guidelines on IPs collection of natural resources 8IEC Program 2020-2022 9Sectoral Assemblies (10 each) –see list below 11Workshop 3 –Guidelines for flora and fauna 12Water Circulation Pattern Modelling 12


Deliverable Month(order may be

revised as needed)

Air Circulation Modelling 13Workshop 4 –Identification/ designation of protected area 13Inventory of Protected Areas and buffers 14Survey Description of the Proposed Boundaries 16Aerial photographs 16Implementing Rules and Regulations for the Protected Area 17Land Resource Information System Implementation Plan 18Workshop 5 –draft management plan report 18Draft Management Plan 20Final Management Plan 23Public Hearing 2 24

The following shall also be included in the Deliverables:1. A detailed Methodology and Work Plan shall be submitted by the

Consultant to SBMA for review within seven (7) calendar days from the date of commencement as indicated in NTP.

2. Draft Reports for SBMA’s comments (Comments to be provided by SBMA within ten (10) calendar days from the Consultant’s submission); then, accordingly, the corresponding Final Reports.

3. All documentary proofs/evidence of items for delivery that are included in Section VI, Project Cost, Item B, Operating Expenses (Reimbursable Expenses), and Item C, Aerial Photography (Reimbursable Expenses).

4. An electronic copy of the report (Copy to be provided by the Consultant to SBMA in every submission of the hard copy).

5. The Inception Report shall include, among others, the approved Methodology and detailed Work Plan, the Team Composition and Task Assignments, Time Schedule, schedule of project activities, including deliverables, curriculum vitae for proposed professionals, comments and suggestions of consultants on the TOR and on Data. Services, and Facilities to be provided by SBMA

6. The Monthly Progress Reports shall include updates on the physical and financial accomplishments of each activity under the Work Plan, including the difficulties encountered and measures taken to overcome them, and all required deliverables stated in Section VI, Project Cost, Item B, Operating Expenses (Reimbursable Expenses), and Item C, Aerial Photography (Reimbursable Expenses), as per project schedule.

The monthly progress reports shall serve as reference 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.

In the absence of official receipts/documents when claiming for reimbursable costs, the CONSULTING FIRM may also be allowed to submit a certification of actual disbursements made under oath and subject to the approval of the SBMA.

7. The Draft Final Report, which shall be submitted to SBMA for final approval, shall consist of the completed Updated SBPAMP and related attachments/annexes, etc. and all required deliverables stated in Section VI, Project Cost, Item B, Operating Expenses (Reimbursable Expenses), and Item C, Aerial Photography (Reimbursable Expenses), as per project schedule.

8. A “Recommendation for Release of Final Payment” shall be issued by SBMA within 14 calendar days upon EC’s issuance of a certificate of project completion based upon SBMA’s satisfactory review of the Final Report.

X. SECTORS TO BE INVOLVED:

A. Primary Stakeholders:

- Male and female representatives from all SBMA Departments: EC, PDO, LADD, LED, Seaport, MPD, PRD, Tourism, Fire, Finance, Business, Legal, etc.

- DENR: Male and female representatives from CENRO Offices- Olongapo, Dinalupihan, Bagac, Morong, Hermosa

- DENR: Male and female representatives from PENRO, RED, BMB, Bataan National Park PASu

- LGUs: Male and female officials from Olongapo, Subic, San Antonio, Dinalupihan, Tipo, Bangal, Hermosa, Morong

- Male and female representatives from different Peoples’ Organizations: SB-IFARMC, Social Fencing communities, Tribong Ambala ng Aytang Pastolan (TAAP), Kanawan Magbukun Aytas (KMA)

- NGOs: Women’s Group, Wildlife in Need (WIN), SIPAG- Male and female representatives from various SBF locators, Dive Shops

B. Secondary Stakeholders:

- Male and female representatives from the Academe - Male and female representatives from various National Government

Agencies- Male and female representatives from Beach Resort owners from

adjacent towns


- Male and female representatives from Olongapo Chamber of Commerce- Male and female representatives from Greater Subic Bay Tourism

Association (GSBTA)

XI. PAYMENT SCHEDULE

A. Advance Payment shall be Fifteen Percent (15%) of the Contract Price (CP) and shall be made only upon the submission of a written request by the CONSULTING FIRM together with an irrevocable standby letter of credit issued by an entity acceptable to the SBMA and of an amount equal to the advance payment.

B. Fifteen Percent (15%) of the Contract Price shall be paid by the SBMA to the CONSULTING FIRM upon submission and acceptance by SBMA of the Inception Report.

C. Sixty Percent (60%) of the Contract Price shall be paid by the SBMA to the CONSULTING FIRM upon submission to, and approval by, SBMA in accordance with the delivery of the following outputs;1. 20 % of the CP - resource inventory and other deliverables done during the dry

season2. 20% of the CP - resource inventory and other deliverables done during the wet

season3. 20% of the CP - Draft Final Report

D. The final ten Percent (10%) of the Contract Price will be paid by the SBMA to the CONSULTING FIRM upon completion of the services stipulated herein and the submission of the FINAL REPORT as evidenced by the issuance of SBMA’s Certificate of Completion.

RETENTION PAYMENT

A retention payment of ten percent (10%) shall be withheld. It shall be based on the total amount due to the Consulting Firm prior to any deduction and shall be retained from every progress payment until 50% of the value of Study, as determined by SBMA, is completed. If, after 50% completion, the Study is satisfactorily done and on schedule, no additional retention shall be made; otherwise, the 10% retention shall be imposed.

The total “retention money” shall be due for release upon approval of the Final Report. The Consulting Firm 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 SBMA provided that the project is on schedule and is satisfactorily undertaken. Otherwise, the 10% retention shall be made. Said irrevocable standby letter of credit, bank guarantees and/or surety bonds, to be posted in favor of SBMA shall be valid for the duration of the contract.

PAYMENT OF REIMRUSABLE ITEMS


The monthly progress reports shall serve as reference 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.

In the absence of official receipts/documents when claiming for reimbursable costs, the CONSULTING FIRM may also be allowed to submit a certification of actual disbursements made under oath and subject to the approval of the SBMA.

XII. INSTITUTIONAL ARRANGEMENTS

Reporting Arrangements

The work progress of Consultants will be monitored through periodic review /meetings which will be determined based on consultations with the Ecology Center.

The Consultant shall report to:

MS. AMETHYA P. DE LA LLANA-KOVALManager, Ecology CenterSubic Bay Metropolitan Authority

The Consultant shall prepare the following items and submit with the Inception Report:

A. Description of the Methodology and Work Plan for Performing the Assignment

B. Team Composition and Task Assignments

Technical/Managerial Staff

Consultant Field of Study Tasks

Support Staff

Position Tasks

C. Time Schedule


Months (1st, 2nd, 3rd, from start of assignment)

Consultant Activities 1 2 3 4 5 No of months

D. Schedule of Project Activities in Gantt Chart

A. Activity Schedule

Activity Months (from start of assignment)

1 2 3 4 5 No of months

B. Submission of Deliverables

Reports Date

E. Curriculum Vitae for Proposed Professionals

F. Comments and Suggestions of Consultants on the Terms of Reference and on Data, Services, and Facilities to be Provided by SBMA


On the Terms of Reference:

On the data, services, and facilities to be provided by SBMA


Recommended Prioritization of Activities

Freshwater input and environmental loads to marine ecosystems come from watersheds draining into the Subic Bay. There are eleven rivers and significant streams flowing into the bay that make up the Subic Watershed Forest Reserve, and the coves of the adjacent coastal waters. The addition of the Olongapo Watershed Forest Reserve makes it twelve, granting that the Olongapo Watershed is represented by just 1 river system and maybe a few tributaries.

For continuity purposes especially in terms of use of baseline data as critical inputs to management planning, the same methodology used by the previous protected area management plan to come up with data and information may be adapted, with minor modifications as applicable. The rivers may be grouped, depending on sizes, proximity with one another, or as agreed upon with the SBMA Ecology Center:

1. Marelalec and Nibangon (Calapandayan) Rivers that enter the northern end of the bay near the town of Subic

2. Matain River – 2 kms further to the southeast

3. Santa Rita River (formerly Kalaklan River), the longest and largest watershed

4. Binictican/Malawaan River, Boton, Triboa, Ilanin, Binanga and Laplap Rivers draining into the eastern slopes of the bay from the Bataan Peninsula highlands

5. Cawag River and Agusuhin (Quinabucsan) River drain the high relief of Redondo Peninsula

6. Wild Horse River and Deer Creek

7. Olongapo Watershed Forest Reserve

One year may be needed to finish Part I using the following processes and methodologies per watershed from Step I to Step VIII. Part II consisting of Step IX to XI may also need one year.

Part I

I. Project Management Preliminary Activities

II. Preparatory Planning

III. River/Watershed Appraisal

IV. River/Watershed Characterization

V. Marine/aquatic Appraisal


VI. Marine/aquatic Characterization

VII. Analysis of data and information

VIII. Situational Analysis including broader analysis of socio-economic, institutional and financial

Part II

IX. Development of vision, goals and objectives anchored on the designated category of the protected area, issues and concerns, and opportunities

X. Formulation of additional management strategies considering the baseline bio-physical and socio-economic data as critical inputs, and the updated data from Phase I, as regards zoning, sustainable financing, climate change, resource protection and conservation, socio-economic development and governance

XI. Finalization and approval

Further guidance can be taken from the Biodiversity Management Bureau (BMB) Technical Bulletin (TB) 2016-08 Clarifying the Protected Area Management Plan (PAMP) Process and Providing the Annotated Outline for PAMP, and the BMB Technical Bulletin No 2017-08 Providing the Checklist for the Review of PAMPs.

__________________________________________________________________

Recommending Approval: Approved by:

AMETHYA P. DELA LLANA ATTY. WILMA T. EISMA Manager, Ecology Center Chairman & Administrator

Date: __________________ Date: _______________


ANNEX A - Timeline of the Study

All the activities indicated in the Scope of Work must be completed within the 24-month project period from receipt of the Notice to Proceed, with the following schedule:

TIMELINE(DELIVERY TIME/COMPLETION SCHEDULE


2019 2020 2021

ACTIVITY O N D J F M A M J J A S O N D J F M A M J J A S

Detailed Methodology and Work Plan

Conduct of Public Hearing 1 –presentation of the project to the public where men and women will be invited to participate in the project design and have equal power in decision-making process

1

Workshop 1 –Project identification and inception

1

Draft Inception Report a 1

Final Inception Report 1

Census of Protected Area Occupants 2 Land Resource Integration System 3 Resource Inventory 3

Workshop 2 –Ecological profile, Id of key issues and assumptions; food web approach

7

Guidelines on IPs collection of natural resources

8

IEC Program 2020-2022 Sectoral Assemblies (10 each) –see list below

11

Workshop 3 –Guidelines for flora and fauna 12

Water Circulation Pattern Modelling 12

Air Circulation Modelling 13


TIMELINE(DELIVERY TIME/COMPLETION SCHEDULE


2019 2020 2021

ACTIVITY O N D J F M A M J J A S O N D J F M A M J J A SWorkshop 4 –Identification/ designation of protected area

13

Inventory of Protected Areas and buffers 14

Survey Description of the Proposed Boundaries

16

Aerial photographs 16

Implementing Rules and Regulations for the Protected Area

17

Land Resource Information System Implementation Plan

18

Workshop 5 –draft management plan report

18

Draft Management Plan

20

Final Management Plan

23

Public Hearing 2

24

The Consultant shall discuss the timetables and the deadlines/milestones with SBMA Ecology Center but all the results of the studies should be submitted in such a time that the project’s review and the evaluation shall enable the Ecology Center and the Consultant to present to and obtain the approval of the SBMA Board of Directors by the end of the 24-month project period. This schedule should ensure that both wet and dry sampling of the Freeport environment be made. The Consultant should include a proposed schedule of activities elucidated in a Gantt chart with their proposal.

Every month or every thirty (30) days after the issuance of the notice to proceed, the Consultant is required to submit a progress report. The report shall include but will not be limited to a summary of the activities accomplished, a list of the problems encountered with the methodology, a proposal of alternatives with respect to unworkable procedures and methodologies, a list of the deviations to the project’s sampling and analysis plan, if any, a forecast of the future needs and difficulties that may be encountered.



ANNEX BELIGIBILITY, SHORTLISTING & BID EVALUATION CRITERIA FOR THE


I. Submission of Eligibility Requirements. Upon the issuance by SBMA-BAC of a Request for Expression of Interest, interested consultants must submit three (3) copies of the Eligibility Requirements, per Section 24 of the Revised IRR of the GPRA RA 9184. In addition, interested consultants must submit the following:

A. Company Profile, B. Proposed Organizational Chart and Curriculum Vitae of personnel to be

deployedThese must be submitted no later than June 24, on or before 10:00 a.m. The SBMA-BAC will then evaluate the eligibility of the interested consultants using pass/fail criteria.

II. ELIGIBILITY CHECK. In determining a prospective bidder’s eligibility, The BAC shall use non-discretionary “pass/fail” criteria, as stated in the IAEB and the ITB. Essentially this means that absence, incompleteness or insufficiency of a document shall make a prospective bidder ineligible to bid. (IRR-A Sec.24.12)

Eligibility documents are as follows:

a. Class A documents –PhilGEPS Platinum membership / Legal Documents if any

i. PhilGEPS Certificate of Registrationii. Audited financial Statement

iii. Mayors Permit or its equivalent documentsiv. SEC Certificate or equivalent documentsv. Tax Clearance per E.O. 398 series of 2005

vi. Statement of all on-going and completed government and private contracts including contracts awarded but not yet started, if any whether similar or not similar in nature and complexity to the contract to be bid.

vii. Statement of the consultant, specifying its nationality and confirming that those who actually perform the service are registered professional authorized by appropriate regulatory body to practice those professions and allied services including their respective curriculum.

b. Class B documents


i. Joint Venture Agreement (JVA) in case if a joint venture is already in existence, or duly notarized statements from all the potential joint venture partners in accordance with Section 24.1. (b) of the IRR.

c. Class C documents

i. Statement of the consultant, confirming that the Consulting Firm has the applicable experience, more particularly, a solid background on protected area management planning with at least ten years of existence and that it has completed projects of similar nature, briefly citing likewise a list of completed projects carried out in the last five years that best illustrate qualifications as proof;

ii. Statement of the consultant, confirming the relevant experience of the firm, that it has done contracts in urban and regional planning, and it has experience in environmental planning & management of forest & water ecosystems and sustainable development of protected areas, including Indigenous Cultural Conservation Areas (ICCA), gender and development (GAD), climate change adaptation (CCA), and disaster risk reduction (DRR), briefly citing a list showing the qualifications of key staff which include bachelor’s degree/Professional Regulation Commission (PRC) license, master’s degree, international affiliation, seminars, trainings, recognitions and years of experience.

d. Class D documents

i. Statement of the Consulting Firm, confirming that at least forty (40%) of the Consulting Firm’s Team members are women, pursuant to RA 9710 or the Magna Carta of Women

III. Short Listing. Of the eligible interested consultants, a maximum of five (5) bidders will be short listed based on the following:

A. Applicable experience of the firm or firms in a joint venture, measured as years of existence, awards and citations, and similar completed projects in the last two years. In case of joint ventures, the years of existence of only one member-firm (the one with the longest years of existence) will be considered; although the awards and citations, as well as similar completed projects, of all the firms in the joint venture will be considered.

B. Applicable experience and qualifications of personnel who will be assigned to the project vis-à-vis extent and complexity of the undertaking. This will be measured as the years of experience of all personnel be assigned, as well as the academic and other credentials (including awards) of the key personnel; and


C. Current workload relative to capacity – to measure this, the BAC will use a formula that gauges how interested consultants are able to absorb this Consulting project.

The number of ongoing projects of the interested consultants (as indicated in the List of All Ongoing Government and Private Contracts including Contracts Awarded but not yet started: projects of the firm or firms in a joint venture, as well as those of the individual personnel to be assigned to the project) will be divided by the number of auditing personnel currently employed by the firm or joint venture (including the personnel to be deployed). Interested consultants shall be ranked and rated accordingly.

The rating system for the short listing will be as follows:

1. Applicable FIRM Experience 30%2. Qualification of Personnel 60%3. Current Workload Capacity 10%

Shortlisting Criteria Minimum MaximumI. Applicable FIRM Experience 12 30

A. Years of experience (at least 2)

2-4 years 5-7 years 8-10 years 11 years and above

6 9 12 15B. Total number of

completed & on gong projects

0-10 11-20 21-30 31 or more

6 9 12 15

II. Qualification of Personnel 15.5 60

A. Project Manager 2.5 81. Academic Credentials

must be a licensed environmental planner

BachelorMaster's Degree *(MSA,

MBM, MBA, MM, MPA or MPM)

Doctorate Degree

1 2 32. Years of Experience in

the planning & managing similar projects

2-4 years 5-9 years 10 years & above

1 2 3

3. Seminars attended, trainings completed, facilitated,

3-4 Seminars/

Certificates

5-8 Seminars/

Certificates

9-12 Seminars/

Certificates

13- above Seminars/

Certificates0.5 1 1.5 2


B. Other key personnel **

(maximum points shall be divided by 15)

15(1 EACH)

52(4 PTS. EACH)

1. Academic Credentials (Must have PRC License)

Bachelor Degree Master's Degree Doctorate

Degree .5 1 1.5 2

2. Years of Experience in the conduct of similar or related projects

2-3 years 4-5 years 6-8 years 9- above years

.25 .50 .75 1

3. Seminars attended, trainings completed in the last 5 years

1-2 Seminars/

Certificates

3-4 Seminars/

Certificates

5-6 Seminars/

Certificates

9-above Seminars/

Certificates.25 .50 .75 1

III. Current Workload Capacity 10

C. Current workload relative to capacity 16 or more 11-15

projects 6-10 projects 0-5 projects

2.5 5 7.5 10

* * LIST OF KEY EXPERTS ARE AS FOLLOWS:

No.

Position Expertise Required

1 Team Leader Advanced university degree in ecology or any related field; >10 years’ experience in providing team/program leadership; protected area management planning; risk analysis; integrated watershed resources management; coastal and marine ecosystems management

2 Gender and Development (GAD) Specialist

5 years’ experience in gender analysis; to identify potential gender risks and strategies for inclusive development

3 Environmental Planner a licensed environmental planner with 5 years’ experience in urban and regional planning, and with at least 5 years experience in environmental planning & management of forest & water ecosystems and sustainable development of protected areas.

4 Environmental Scientist 5 years’ experience in carrying out environmental impact assessments and developing adequate mitigation measures; environmental due diligence; environmental monitoring

5 Environmental Engineer A qualified engineer knowledgeable about ISO: 14001 EMS certifications

6 Watershed Management Specialist

>10 years’ experience in sustainable watershed and forest resources management; integrated water resources management and community-based resources management


No.

Position Expertise Required

7 Climate Change Adaptation (CCA) Specialist

5 years’ experience in the field and extensive background on CCA-related risk and vulnerability assessments, CCA planning local and international

8 Disaster Risk Reduction and Management (DRRM) Specialist

5 years’ experience in DRRM-related risk and vulnerability assessments, and extensive DRRM background local and international

9 Terrestrial Flora Specialist 5 years’ experience in biodiversity assessments of terrestrial ecosystems; their composition, structure and function

10 Terrestrial Fauna Specialist 5 years’ experience in biodiversity assessments of faunal populations in terrestrial ecosystems

11 Freshwater Ecology Specialist

5 years’ experience in freshwater ecology assessments and integrated water resources management

12 Marine Ecology Specialist 10 years’ experience in marine biodiversity assessments and integrated coastal management

13 Sociologist/Anthropologist 10 years’ extensive experience in socio-economic assessments and especially about indigenous cultural communities, informal settlers (urban and rural), fisherfolks, and upland farmers

14 Carrying Capacity Specialist

5 years’ experience in hydrology/ hydrogeology; environmental carrying capacity and water resources carrying capacity assessments

15 GIS Specialist 5 years’ experience in development and management of GIS systems and database. Some of the experiences must be in projects/programs related to protected area management

16 Resource Economist 5 years’ experience in environmental, natural resource, or development economics; environmental management; economic analysis; or related fields; with 5 years’ experience in the conduct of cost benefit analysis and resource valuation

II. Notice of Eligibility and Short Listing. The short listed interested consultants will then be requested to submit their technical and financial proposals, consisting of:

A. Envelope 1: Technical Proposal for the Project

1. Portfolio of Similar Projects Handled2. Project Timeline and Methodology

B. Envelope 2: Financial Proposal for the Project

Interested consultants must submit these envelopes in duplicate. Interested consultants are responsible for adequately sealing their envelopes (with signatures at the edges) for their security. Improperly sealed envelopes mean that the


interested consultants indemnify the SBMA from any infringement of their intellectual property and other commercial rights.

C. Evaluation of Shortlisted Consultants. Evaluation will be based on the following criteria:

1. Quality of Personnel to be assigned. The SBMA-BAC shall then proceed with the evaluation and rating of the personnel to be assigned to the project based on the following:

1. Years of experience in a relevant industry or profession (at least 5);2. Academic and other qualifications (bachelor’s and/or higher academic

degree, relevant certifications or seminars, awards from reputable organizations);

2. Experience and Capability of the CONSULTANT. The SBMA-BAC shall then proceed with the evaluation and rating of the a) overall experience of the CONSULTANT (firm), and b) the records of previous engagement and quality of performance in similar and in other projects.

a. Experience of the CONSULTANT (Firm)

Years of experience of the FIRM Relevant Services Carried Out in the last five years that best

illustrate qualification

3. Plan of Approach and Methodology. The SBMA-BAC shall then proceed with the evaluation and rating of the Proposals based on substance, completeness, accuracy and completeness, and overall impact.

D. Evaluation of Financial Proposals. The SBMA-BAC shall then open the third envelope on a separate date from the opening of the Envelope 1: Technical Proposal for the Project to evaluate their respective financial proposals and will be ranked accordingly. Financial proposals which exceed the Approved Budget for the Contract of this project shall automatically be disqualified.

E. Rating and Ranking of Interested consultants. Interested consultants shall be ranked in descending from the highest overall rated bid to the lowest. The rating system will be as follows.

Criteria for Evaluation Maximum PointsTechnical Proposal 75Financial Proposal 25

TECHNICAL PROPOSAL EVALUATION 75%


RATING FACTORPOINTS

ASSIGNEDMinimum requirements

Applicable Experience of the Firm Years of experience of the FIRM Relevant Services Carried Out in the last five years that best

illustrate qualification

30 Prospective Consulting Firms must have at least ten (10 years) of experience related to this project (see TOR Sec. 5A) & Annex A, III

Qualification of personnel Academic Credential Years of experience Seminars Attended

30 Please refer to TOR under TOR Sec. 5A. Qualification of Technical Team & Annex C.

Plan Approach & Methodology & Work Plan 15 None TOTAL 75

TECHNICAL BID PROPOSAL EVALUATION Minimum MaximumI. Applicable FIRM Experience 12 30

D. Years of experience (at least 2)

2-4 years 5-7 years 8-10 years 11 years and above

6 9 12 15E. Relevant Services Carried Out

in the last five years that best illustrate qualification

1-3 4-6 7-9 10 or more

6 9 12 15

II. Qualification of Personnel 7.75 30C. Project Manager 1.25 2

4. Academic Credentials must be a licensed environmental planner

BachelorMaster's Degree *(MSA,

MBM, MBA, MM, MPA or MPM)

Doctorate Degree

.5 1 1.55. Years of Experience in the

planning & managing similar projects

5-10 years 11-15 years 16 years & above

.5 1 1.5

6. Seminars attended, trainings completed, facilitated,

3-4 Seminars/ Certificates

5-8 Seminars/

Certificates

9-12 Seminars/

Certificates

13- above Seminars / Certificates

.25 .50 .75 1D. Other key personnel **

(maximum points shall be divided by 15)

15(1 EACH)

52(4 PTS. EACH)

4. Academic Credentials (Must have PRC License)

Bachelor Degree

Master's Degree Doctorate Degree not related to

professionRelated to profession

.25 .5 .75 16. Years of Experience in the

conduct of similar or related projects

1-4 years 5-7 years 8-10 years 10- above years

0.125 0.25 0.375 0.5

7. Seminars attended, trainings completed in the last 5 years

1-2 Seminars/ Certificates

3-4 Seminars/

Certificates

5-6 Seminars/

Certificates

9-above Seminars/

Certificates0.125 0.25 0.375 0.5

III. Plan Approach & Methodology

F. Evaluation and rating criteria substance completeness accuracy Overall impact


3.75 3.75 3.75 3.75

FINANCIAL PROPOSAL EVALUATION 25%

CRITERIA FOR FINANCIAL PROPOSAL

ASSIGNED POINTS

POINT SYSTEM

The Financial Proposal of the Consultant will be scored in relation to the lowest amount as indicated in the point system

25 The consultant with the lowest Financial proposal gets the maximum points of 25 The score of the other consultants Sf will be computed based on the lowest financial proposal using the formula Sf = 25 X lowest financial proposal financial proposal under consideration

where Financial proposal under consideration is the Financial proposal of the consultant being evaluated

Subtotal 25

Position1 Team Leader2 Gender and Development (GAD) Specialist3 Environmental Planner4 Environmental Scientist5 Environmental Engineer6 Watershed Management Specialist7 Climate Change Adaptation (CCA) Specialist8 Disaster Risk Reduction and Management (DRRM) Specialist9 Terrestrial Flora Specialist10 Terrestrial Fauna Specialist11 Freshwater Ecology Specialist12 Marine Ecology Specialist13 Sociologist/Anthropologist14 Carrying Capacity Specialist15 GIS Specialist16 Resource Economist


ANNEX C – QUALIFICATIONS AND RESPONSIBILITIES OF KEY PERSONNEL

No.

Key Expert/ Minimum

Qualifications

Responsibilities

1 Team Leader

- Advanced university degree in ecology or any related field; >10 years’ experience in providing team/program leadership; protected area management planning; risk analysis; integrated watershed resources management; coastal and marine ecosystems management

Oversee, monitor and assess the overall progress and performance of the updating and analyze deviations from planned and actual accomplishment. The use of BMB TB 2016-08 and BMB TB 2017-08 as guide is a must. Identify and recommend corrective measures to improve implementation and management of the updating activities. Outputs/outcomes are achieved as planned and the lessons learned as well as the best practices properly documented and adopted Ensure quality of outputs Lead the integration and ensure that information-linking occurs, and that large gaps are not left as such, using BMB TB 2016-08 and BMB TB 2017-08 as guide. Prepare project status report, midterm report and Project Completion Report Lead the revision of the vision and mission statements of the SBPAMP. Provide support to ascertain on-time submission of required deliverables using BMB TB 2016-08 and BMB TB 2017-08 as guide

2 Gender and Development (GAD) Specialist- 5 years’ experience in gender analysis; to identify potential gender risks and

Conduct Basic GAD Orientation or Gender Sensitivity Training (GST) to the officers and staff involved in the governance of SBPAMP, the Team of Consultants and Research Assistants who will be involved in the updating of the protected area management plan.

The objective is for the Team and the others to use “gender


No.

Key Expert/ Minimum

Qualifications

Responsibilities

strategies for inclusive development

lens” while they do data collection, analyzing and evaluating programs and projects. Contribute to the revision of the vision and mission statements, goals and PAPs of the SBPAMP, putting gender and development into the equation. Develop gender-responsive and results-based monitoring and evaluation framework Conduct a holistic analysis of the existing situation and locating gender specific barriers while examining the social, political, economic and environmental factors which influence women’s and men’s roles and decision-making capacities. Conduct sex-disaggregated needs assessment in which both men and women actively participate, with special emphasis on IPs inside the SBPA; the Ecology Center and the SBMA as an organization (e.g. gender equality reflected in human resource management) and other sectoral stakeholders. Develop mechanisms appropriate for promoting the effective participation not only of indigenous and local communities in Projects, Programs, and Activities (PAPs) of the SBPA, but also of other stakeholders within SBPA. Formulate a program on capacity development of women and men of SBMA (e.g. gender-sensitive budgeting) and SBPA on matters about how to integrate a gender perspective into their biodiversity conservation and protection of biological diversity. Analyze differences in IPs’ gender roles, rights and responsibilities pertaining to land matters; use and access to water and other natural resources; eco-tourism activities; household activities and other aspects relevant to the ecosystems inside the SBPA. Identify and examine issues/barriers to involvement of men and women in activities implemented in the SBPA, in households, and in the community; and to provide measures to address the issues. Develop an Inclusive Development Plan of Action for SBMA, SBPA Management Board, IPs, and other stakeholders.

3 Environmental Planner - a licensed environmental planner with 5 years’ experience in urban

Review and prepare a comprehensive assessment of the existing National Land Use Plan (Ambisyon 2040), Tourism Master Plan, ASEAN Integration, Development Plans among other Freeport and Economic Zones in the country, SBF Master Plan, City and Municipal Land Use Plans of adjacent and


No.

Key Expert/ Minimum

Qualifications

Responsibilities

and regional planning, and with at least 5 years experience in environmental planning & management of forest & water ecosystems and sustainable development of protected areas

contiguous areas, Protected Area Management Plan and other plans & policies that are relevant in the revision of SBPAMP. Assist the team leader in the integration and harmonization of reports prepared by all Specialists. Assist the team leader in the preparation of conceptual design for the series of planning workshops. Spearhead the Management Plan formulation in coordination with all Specialist to specify development controls (building height building bulk, setbacks, parking etc.), aesthetics treatment (landscaping & building finishes/material specifications), allowable uses/activities, resource limitations and compliance with existing laws and regulations.) Identify the existing and future needs of the Tourism Market and incorporate its potential needs and risks in the Management Plan.

4 Environmental Scientist - 5 years’ experience in carrying out environmental impact assessments and developing adequate mitigation measures; environmental due diligence; environmental monitoring

Review the water quality-monitoring program within its jurisdiction and the potential for applying for Water Quality Management (WQMA) for Subic Bay. Carry out analyses of freshwater and marine water quality, identify sources of pollution and contamination in the catchment areas, and their impact on the intended use/s of water. Review and carry out analysis of Air Quality Monitoring in SBMA; include assessment of the air quality management strategy for limiting emissions from both mobile and stationary sources. Review and carry out analyses of Solid Waste Management; sanitary landfill; sewerage treatment plant together with the Environmental Engineer and the rest of the team, considering existing and proposed water systems Together with the Environmental Engineer, conduct Ecological Risk Analysis (ERA) for possible contaminated areas Identify major hazards Assess the potential individual hazards Formulate plan that integrates the various management approaches to risk Assess/revisit/review the Ecological Risk Assessment, to update the elements in the Matrix (if there is any); otherwise, develop new matrix to include different scenarios

5 Environmental Assess the present Environmental Management Plans,


No.

Key Expert/ Minimum

Qualifications

Responsibilities

Engineer - A qualified engineer knowledgeable about ISO: 14001 EMS certifications

review compliance and evaluate capacity of locators to implement mitigation measures and where necessary, recommend capacity improvement training programs and measures Assess the preparations for ISO 14001:2015 (Cert 17-174 SBMA Environmental Policy ISO 14001:2015 Resolution No 17-05-0175) i.e. evaluate status and recommend process of integrating into the updating of the SBPAMP that is ongoing, in time for different infrastructure developments to be established in the Subic Bay Freeport Zone, as regards upgrading towards being a premier free port zone in Asia and the Pacific Prepare capacity development plan for the members of the SBMA concerned departments to empower them, providing them with the understanding and appreciation of basic principles and practices in managing environmental monitoring, procedures and protocols. Review and carry out analyses to determine effectivity of solid waste and waste water management within the Freeport Conduct Ecological Risk Analysis (ERA) for identified contaminated areas Identify and assess environmental hazards Formulate risk-based management plan Assess and revisit the Ecological Risk Assessment, to update the elements in the Matrix (if there is any); otherwise, develop new matrix to include different scenarios

6 Watershed Management Specialist - >10 years’ experience in sustainable watershed and forest resources management; integrated water resources management and community-based resources management

Assess/evaluate/characterize/analyze the present condition of the 6 integrated catchments inside SBPAMP, and the Olongapo Watershed Forest Reserve. DENR MC 2008-05 and FMB Technical Bulletin No16 on Integrated Watershed Management may be used as reference materials for this undertaking, in collaboration with the Terrestrial Ecology Specialists and Freshwater Ecologist Contribute to the revision of the vision and mission statements of the SBPAMP. Conduct a thorough analysis of watershed areas, ground and surface water resources and aquifers that would serve or be utilized and affected by SBMA and neighboring communities. Identify key management strategies and approaches to ensure the integrity, sustainability and


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Key Expert/ Minimum

Qualifications

Responsibilities

protection of these areas. Prepare a comprehensive watershed monitoring program to address disaster risks and the impacts of climate change in said watersheds including strategies to ensure the reliability and security of the water source. Together with the Team Leader, the rest of the consultant team and in consultation with the stakeholders, prepare the short-term and long-term goals especially considering BMB TB 2016-08 and BMB TB 2017-08 as guide.

7 Climate Change Adaptation (CCA) Specialist - 5 years’ experience in the field and extensive background on CCA-related risk and vulnerability assessments, CCA planning local and international

Contribute to the revision of the vision and mission statements of the SBPAMP. Formulate goals with emphasis on governance, the Ecology Center, the IPs and other components of the PAMP, in relation to increasing resilience of biodiversity and ecosystem services to climate change. Assess vulnerability of SBPAMP to climate change considering its location, susceptibility to natural hazards (i.e. flashfloods, landslides, storm surge), sea level rise, human and technological capacity for mitigating and adapting to the effects of climate change, on flora and fauna - biodiversity and services of the different ecosystems within the SBPAMP. Identify urgent and immediate needs and concerns related to adaptation, and prepare adaptation program actions to adverse effects of climate change in SBPAMP (e.g. coastal reforestation including mangrove and beach forest ecosystems, cleaning litter and debris from coral reefs which are natural barriers against tidal surges, teaching of environmental science in school, imposing rigorous EIA on development projects). Assess results of previous stressors, cumulative and secondary impacts. Similarly, with potential stressors, cumulative and secondary impacts and recommend their mitigating measures. Assess public and private initiatives related to addressing climate change impacts (i.e. infrastructure) to present the relationship if any, between climate change impacts (e.g. level and type of damages from natural calamities) and interventions Lead the Team, especially including the Social Scientist, Livelihood, Biodiversity Specialists, Land Use, DRR and the


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Key Expert/ Minimum

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other experts in identifying, drafting prioritization mechanism for adaptation measures. Design consultation workshops with stakeholders regarding the prioritized adaptation measures Formulate focused messages for public awareness, research and policy development in SBPAMP, related to terrestrial, coastal, marine and freshwater resources and their protection, food security among others. Identify, based on sound criteria, the appropriate measures (i.e. scope, cost, sector, spatial and population coverage and others) and potential contribution to minimizing climate change risks.

8 Disaster Risk Reduction and Management (DRRM) Specialist- 5 years’ experience in DRRM-related risk and vulnerability assessments, and extensive DRRM background local and international

Assess climate change-induced scenarios/natural disasters such as droughts and floods and their environmental impacts that may include: i) direct damage to natural resources and infrastructure, affecting ecosystem functions; ii) acute emergencies from uncontrolled, unplanned or accidental release of hazardous substances especially from industries within the SBPAMP, if there is any; and iii) indirect damage as a result of post-disaster relief and recovery operations especially those that fail to take ecosystems and ecosystem services into account. Collect and organize hazard information; gather hazard maps and characterize; prepare a summary hazard inventory matrix for the whole SBMA; analyze previous disasters; prepare a Hazard Susceptibility Inventory Matrix. Together with the Team - CCA, Social Scientist, Livelihood, Biodiversity, Land Use Specialists and others, the DRR Specialist is expected to conduct a disaster risk and vulnerability assessments together with SBMA EC and the business groups, identifying among others, vulnerable areas in terms of exposure to natural disasters - the risks involved especially areas inside SBPAMP wherein ICCAs and local communities’ social and economic centers are located. Identify mitigating measures in order to address the risks Together with the Team, the DRR Specialist is also expected to develop indicators to be used in M & E. Design and prioritize interventions intended to reduce risks and vulnerability of exposed population, property and biodiversity.


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Key Expert/ Minimum

Qualifications

Responsibilities

Conduct prioritization workshops with the EC and key sectors Integrate DRR/CCA in the report

9 Terrestrial Flora Specialist- 5 years’ experience in biodiversity assessments of terrestrial ecosystems; their composition, structure and function

Conduct assessment of Upland and Urban Ecosystems inside the SBMA, as well as the watersheds and serviced areas of the SBFR and the SWFR Conduct assessment of Coastal Flora to include Beach, Estuarine and Mangrove forest ecosystems. Assess riparian ecosystems, to include rivers, creeks, and man-made ecosystems such as rice fields including its agro-biodiversity, and irrigation systems Indicators such as biodiversity indices, conservation status, threats to species/communities

10 Terrestrial Fauna Specialist- 5 years’ experience in biodiversity assessments of faunal populations in terrestrial ecosystems

Assess mammals, reptiles, herpetofauna and arthropods found in upland forests, urban ecosystems and coastal areas (beach, estuarine and mangrove forest ecosystems) inside the SBMA and the Olongapo Watershed Forest Reserve ecosystems also evaluated by the flora teamAssess habitat types; abundance distribution patterns; community structure and function; conservation status of species and their location; threats to species/communities (e.g. disturbance)

11 Freshwater Ecology Specialist - 5 years’ experience in freshwater ecology assessments and integrated water resources management

Assess habitat types; abundance distribution patterns; community structure and function; conservation status of species and their location; threats to species/communities (e.g. disturbance)The BMB Technical Bulletins (e.g. BAMS, Urban Ecosystems) may be used as reference materials, as well as FMB Technical Bulletin No 16 on Integrated Watershed Management.

12 Marine Ecology Specialist - 10 years’ experience in marine biodiversity assessments and integrated coastal management

Assess previous monitoring results on corals and associated benthos; marine plankton; soft bottom benthos; seagrass and seaweeds; fishes; shells Conduct sampling, identification of species; analyses of data; collation and report writing Determine conservation status of species and their location; threats to species/communities (e.g. disturbance)

13 Sociologist/Anthropologist - 10 years’ extensive experience in socio-

Biodiversity and its ecosystem services are crucial for human well-being and the environment. Socio-economic and livelihoods assessment are vital information to ensure that the strategies, programs and policies in biodiversity conservation


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Key Expert/ Minimum

Qualifications

Responsibilities

economic assessments and especially about indigenous cultural communities, informal settlers (urban and rural), fisherfolks, and upland farmers

and environmental management are implemented and achieved.

In consultation with the Ecology Center, determine the scope of coverage for Socio-economic Assessment and Monitoring Systems (SEAMS) (i.e. all occupants inside the PAs). It may also cover communities in the buffer zones as well as those living adjacent and are dependent on the resources inside the protected area for subsistence and livelihood and/or benefiting from ecosystem services. Whenever applicable, firms or industries operating within and adjacent to the PA shall also be covered by the SEAMS. Coverage will need to be agreed with the Ecology Center: Demographics (sex-disaggregated population); Migration; resettlement, Age distribution, Roles of Women and Men Economics (Income and livelihood sources; Work/Employment profile; Rest and recreation patterns (impact on land use); industries; natural resource use Health and Sanitation Social services (e.g. hospital/health centers, schools, local government centers, police stations, fire stations, military detachments, etc.)

Assess the present livelihood options and ecotourism in SBFZ

Develop livelihood options considering the 3 pillars of Biodiversity Friendly Enterprise: Environment – where business operations must protect ecology; Economy – the business must provide economic benefits for the community; and Equity – the business must provide equal benefits for all stakeholders especially women and Indigenous Peoples (IPs)

Conduct trainings/capability development especially for the IPs inside the SBPA.

Develop monitoring framework to successfully track progress of trained individuals.

Assess the social and environmental risks as a result of loss


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Key Expert/ Minimum

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of employment from closure of major industries, i.e. pressure on natural resources, and identify possible sustainable livelihood alternatives

14 Carrying Capacity Specialist- 5 years’ experience in hydrology/ hydrogeology; environmental carrying capacity and water resources carrying capacity assessments

Conduct Environmental Carrying Capacity and Water Resources Carrying CapacityOrganize results into a reportBased on the above assessment, prioritize which ecosystem need immediate solutionsOrganize workshops to inform and involve stakeholders in the prioritization of ecosystems needing immediate solutions. Maximum load of activity (or maximum number of users) which can be sustained by a natural or man-made resource or system without endangering the character of that resource

15 Geographic Information Systems Specialist(GIS) Specialist - 5 years’ experience in development and management of GIS systems and database. Some of the experiences must be in projects/programs related to protected area management

Responsible for data collection, database development and data representation using GIS tools based on BMB TB 2016-08 and BMB TB 2017-08. Based on existing information and those gathered from the study, create a sound database system for analysis, storage and retrieval of data Prepare GIS-assisted maps that present locations of development sites, settlements, ecosystems, areas where threats to resource extraction are located, areas with ecotourism potential and areas with potential for development, among others using BMB TB 2016-08 and BMB TB 2017-08 as guide. Prepares GIS databases, maps, database reports and specialized queries in support of the various consultants’ assessments Perform GIS analysis, modeling and reporting to support decision making for the updating of the SBPAMP using BMB TB 2016-08 and BMB TB 2017-08 as guide.

16 Resource Economist- 5 years’ experience in environmental, natural resource, or development economics; environmental management; economic analysis; or related fields; with 5 years’

Identify and assess the extent, abundance and location of plants that have economic values. Determine sustainable harvest rates for these economically beneficial plants Identify ecosystem products and services and conduct valuation of the same for implementation of vital infrastructure projects of national interests Develop policy guidelines on the collection and utilization of natural resources by the Aytas including sustainable harvest rates.


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Key Expert/ Minimum

Qualifications

Responsibilities

experience in the conduct of cost benefit analysis and resource valuation
