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PROCUREMENT OF AN ENTERPRISE VIRTUALIZATION MODERNIZATION SOLUTION WITH HYBRID CLOUD INTEGRATION AND DISASTER RECOVERY INFRASTRUCTURE COMPATIBLE WITH THE AGENCY’S EXISTING ICT ENVIRONMENT

Buying agencyBOARD OF INVESTMENTS - MAKATI CITY METRO MANILA

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Time remaining24 days leftDeadline Nov 24, 2026, 9:00 AM
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  • ABOUT THE PROCURING ENTITY

The Board of Investments (BOI) is an attached agency of the Department of Trade and Industry (DTI) that is the national government entity responsible for the promotion of investments for both foreign and domestic, in accordance with Executive Order no. 226, also known as the Omnibus Investments Code of 1987, and the recently approved R.A. 11534 or the “Corporate Recovery and Tax Incentives for Enterprise Act” or “CREATE” more law. The BOI seeks to attract quality investments that will encourage technological innovations and provide support for industries to seize the opportunities and challenges of global demands and competition. The agency envisions itself as a global industry promotion agency by 2028 guided by the core values of integrity, excellence, teamwork and passion for knowledge. Its mission is to provide investors with opportunities for investments, comprehensive business support services and fair predictable and consistent industry policies. The current state of the economy due to the on-going pandemic makes it more imperative for BOI to continuously aim for work excellence, as it is an agency, which is at the forefront of enticing investments into the country.

  • PROJECT OVERVIEW/OBJECTIVES

The project aims to modernize the Board of Investments' (BOI) virtualization infrastructure by implementing a secure, scalable, and resilient hybrid platform that integrates on-premises and cloud-based technologies. The solution will support the hosting of critical BOI systems and services while improving systems availability, operational efficiency, centralized management, and disaster recovery capabilities. The project also seeks to strengthen BOI's cybersecurity posture and business continuity readiness by deploying a supported and future-ready virtualization environment aligned with the Agency's digital transformation goals. The implementation shall be consistent with BOI's approved Information Systems Strategic Plan (ISSP) for the period 2024-2026, applicable government policies, and relevant DICT standards and guidelines. Through this initiative, BOI aims to ensure the reliable, secure, and efficient delivery of mission-critical services while providing a flexible platform capable of supporting future growth and evolving operational requirements.

  • DELIVERABLES

The winning bidder shall supply, deliver, install, configure, and commission the complete virtualization infrastructure, including but not limited to: 3.1 Hardware Deliverables (2 units of Hyperconverged Infrastructure (HCI) Servers) Part Description Qty Form Factor 2U rack server 2 Processors Intel Xeon 6517P 16C 190W 3.2GHz 4 2U V4 Performance Heatsink Memory 64GB TruDDR5 6400MHz (2Rx4) RDIMM 32 Storage 3.5" 16TB 7.2K SAS 12Gb Hot Swap 512e HDD v2 18 2.5" U.2 CD8P 6.4TB Mixed Use NVMe PCIe 5.0 x4 HS SSD 6 M.2 VA 480GB Read Intensive NVMe PCIe 4.0 x4 NHS SSD 4 Networking Broadcom 57414 10/25GbE SFP28 2-Port OCP Ethernet Adapter 4 Mellanox ConnectX-6 Lx 10/25GbE SFP28 2-port PCIe Ethernet Adapter 4 Dual Rate 10G/25G SR SFP28 Transceiver (should be compatible with the current Server Farm Switch of BOI) 8 Riser Slot V4 x8 Rear Riser Slot 3 2 V4 x16 Rear Direct Riser Slot 5 2 V4 x16 Rear Direct Riser Slot 8 2 Power Supply 300W 230V/115V Titanium CRPS Premium Hot-Swap Power Supply 4 2.8m, 13A/100-250V, C13 to C14 Jumper Cord 4 Accessories 2U 6056 20K Performance Fan Module 12 Azure Local - Premier with Integrated OEM Licenses (Azure Local + Windows Server 2025) 2 Data Center Environment 30 Degree Celsius / 86 Degree Fahrenheit 2 3 Years Integrated L1/L2 Azure Local Software Support 2 MX Onsite Deployment 2 Select Storage devices - no configured RAID required 2 440-16i SAS/SATA PCIe Gen4 12Gb HBA 2 2U V4 12x3.5" SAS/SATA Backplane 2 2U V4 Rear 4x2.5" NVMe Gen5 Backplane 2 M.2 RAID B545i-2i SATA/NVMe Adapter 2 M.2 VA 480GB Read Intensive NVMe PCIe 4.0 x4 NHS SSD 4 3m Passive 25G SFP28 DAC Cable 8 Toolless Slide Rail Kit V4 2 2U V3 EIA Latch Standard 2 TPM 2.0 with Secure Boot 2 Disable IPMI-over-LAN 2 XClarity Platinum Upgrade v3 2 V4 Processor Board 2 V4 Laser service indicator 2 Feature Enable TPM on MB 2 MX EOM SKU Searchable MI 2 Windows Specify 2 Preload Specify 2 1x1 3.5" HDD Filler 6 1x1 2.5" HDD Filler 2 2U Air duct Filler for 1P 4 EIA Plate logo Label 2 V4 System I/O Board 2 V4 CPU HS Clip 4 2U V4 3FH Riser Cage 2 Notice for Advanced Format 512e Hard Disk Drives 2 2U V4 1FH Riser Cage 2 2U V4 2U Rear 4x25 Cage 2 2U Main Air Duct 2 Warranty Services Upgrade 2 Mellanox Low-Profile Dual-Port QSFP56 PCIe Bracket L1/SBB 4 2U 2LP Riser Cage Filler 2 HV 2U V4 General WW L1 PKG BOM 2 MR customer specific - ROW 2 V4 2U PLV sponge Kit (Fan Cage) 2 Power Cable, 2x6+12 P-2x3+6 P, 250 mm 2 G4 SAS Cable, SLX8-SLX4, 900mm 2 G4 SAS Cable, SLX8-SLX4 x2, 900mm/1020mm 2 Think System,Power Cable, MTK Power STD to PIC Power 2x3+6P, 250mm 2 PCIe GEN5 Cable, MCIOX8-MTK74pin, 280mm 4 M.2 Signal & Power Cable ,ULP 82P-SLX4/2X10 SB, 400/400mm 2 V4 Agency Label with CE&UKCA 2 V4 Service Label - WW 2 Response time Service Label LI 2 2U MS 12x3.5" SATA/SAS HDD Type Label 2 XCC Label 2 BHS V4 2U Rear 4x2.5" (32-35) NVMe Label 2 1300W TT power rating label WW 2 small Label for 24x2.5"/12x3.5"/10x2.5" 2 WW LPK, Birch Stream 2 N+N Redundancy With Over-Subscription 2 High voltage (200V+) 2 M.2 NVMe 2 MX650 V4 IS 2 MX Badge 1 2 MI-RS03, PCIe10/ PWR10 2 Configuration ID 01 test 2 xSeries HIPO 2 Azure Local with Windows Server 2025 License (16 core) 2 Azure Local with Windows Server 2025 Additional License (2 core) 16 Configuration Instruction 2 440-16i SAS/SATA PCIe Gen4 12Gb HBA Placement 2 Controller 01 2 Configuration ID 01 test 2 Microsoft HCI - OEM SKU 2 Azure Local with Windows Server 2025 License (16 core) 2 Azure Local with Windows Server 2025 Additional License (2 core) 16 Preload 2 Registration only 2 XClarity One 2 XClarity One - Standard, Per Endpoint w/3 Yr SW S&S 2 XClarity Controller Prem-FOD 2 XClarity XCC3 premier - FOD 2 3Yr Premier 24x7 4Hr Resp MX650 V4 2 3Yr KYD Add-On MX650 V4 2 Hardware Installation Standard Server (Off Shift Hours) 2 VX Remote Deployment (up to 4 node cluster) 2 MX Onsite Deployment (up to 2 nodes) 1 3 Year Microsoft Azure Local L1 & L2 SW Support 2 3.2 Microsoft Azure Services

  • Provision and configure Azure subscriptions, resource groups, networking, storage, monitoring, RBAC, governance, and cost management.
  • Configure required Azure services supporting the hybrid environment.

3.3 Azure Local Platform

  • Provision and configure Azure subscriptions, resource groups, networking, storage, monitoring, RBAC, governance, and cost management.
  • Configure required Azure services supporting the hybrid environment.

3.4 Windows Server Licensing

  • Provide Windows Server Datacenter licensing, activation, proof of entitlement, and licensing documentation.

3.5 Documentation

  • The winning bidder to submit Project Charter, Project Plan, High Level Diagram, Network Diagram, Rack Layout, IP Plan, Administrator Guide, Operations Manual, DR Procedures, As-Built Documentation, Test Reports, and Asset Inventory.
  • Configuration Backup
  • Test Results
  • Acceptance Report
  • TECHNICAL REQUIREMENTS

The winning bidder shall provide a complete, integrated, enterprise-grade virtualization modernization solution capable of replacing the existing Board of Investments (BOI) Nutanix virtualization environment and supporting the Agency’s current and future mission-critical information systems. The proposed solution shall include, at a minimum, the required hardware infrastructure, virtualization platform, operating system licensing, Microsoft Azure services, Azure Local, Azure Arc, implementation services, migration assistance, testing, documentation, training, technical support, and warranty. The proposed solution shall:

  • Support the hosting and operation of multiple virtual machines (VMs) within a production-grade virtualization environment capable of running BOI's mission-critical applications and services;
  • Provide high availability and resiliency for mission-critical virtual machines;
  • Support centralized management and monitoring;
  • Support integration with Microsoft Azure services;
  • Provide disaster recovery capabilities through Azure Site Recovery or an equivalent Microsoft-supported implementation;
  • Support secure hybrid cloud operations;
  • Provide scalability for future workload requirements;
  • Support modern cybersecurity controls;
  • Maintain compatibility with BOI’s existing enterprise network, security, identity, and application environments; and
  • Provide a minimum three (3)-year supported operational lifecycle under the applicable hardware and software support agreements.

4.1 Hyperconverged Infrastructure Requirements The HCI platform shall integrate compute, memory, storage, virtualization, and management capabilities into a centrally managed cluster.

  • Consist of a minimum of two (2) physical HCI nodes or such higher number as may be required based on the final validated capacity and resiliency design;
  • Support clustering and automated failover;
  • Support continued operation in the event of failure of a single node without loss of the production environment;
  • Provide sufficient capacity to accommodate BOI’s existing production workloads while maintaining adequate headroom for cluster operations and future growth;
  • Support planned maintenance without unnecessary interruption of production services;
  • Support cluster health monitoring.

4.2 Network Connectivity Requirements Each HCI node shall provide redundant, high-speed network connectivity to support storage traffic, virtual machine communications, management functions, cluster synchronization, and secure integration with Microsoft Azure services, ensuring high availability, reliability, and uninterrupted operation of the virtualization environment. The solution shall provide:

  • Redundant network interfaces;
  • Minimum 10/25 Gbps Ethernet connectivity or higher;
  • Sufficient interfaces for separation or logical segregation of management, storage, virtual machine, and replication traffic;
  • Compatibility with BOI’s existing network infrastructure;
  • Support for VLAN based network segmentation;
  • Support for link redundancy;
  • Support for network failover;
  • Required optical transceivers or Direct Attach Copper (DAC) cables;
  • All required network cables and accessories; and
  • Documentation of all physical and logical network connections.

The Contractor shall coordinate with BOI ITD for integration with the existing core and server farm switches and network infrastructure. 4.3 Microsoft Windows Server Licensing The Winning bidder shall provide all required Microsoft Windows Server licensing necessary to operate the proposed virtualization environment. The licensing shall:

  • Be genuine and properly licensed;
  • Be compliant with Microsoft’s licensing requirements;
  • Support the proposed Azure Local environment;
  • Include applicable Windows Server Datacenter licensing;
  • Cover the required physical cores in accordance with Microsoft’s licensing rules;
  • Include all required additional licenses;
  • Include proof of license entitlement; and
  • Be documented in the final licensing inventory.

The winning bidder shall provide all software licenses required to fully support the proposed virtualization platform, operating systems, and hybrid cloud architecture. The bidder shall be responsible for validating, sizing, and supplying the appropriate licensing requirements based on the final approved solution architecture, hardware configuration, workload requirements, and applicable vendor licensing policies. All licenses shall be genuine, properly licensed, transferable to BOI where applicable, and supported throughout the contract period. 4.4 Microsoft Azure Services The winning bidder shall provision, configure, and integrate the Microsoft Azure services necessary to support the approved hybrid architecture using the Board of Investments' (BOI) existing Azure subscriptions, licenses, and cloud resources, where applicable. The winning bidder shall validate the availability and suitability of the Agency's existing Azure entitlements and ensure that all required services are properly configured and optimized to support the approved solution architecture. The proposed Azure environment shall support, as applicable:

  • Azure Virtual Machines;
  • Azure Virtual Network;
  • Network security controls;
  • Public IP addressing where required;
  • Azure Bastion or equivalent secure administrative access;
  • VPN connectivity;
  • Azure Site Recovery;
  • Azure Storage;
  • Recovery Services Vault;
  • Azure Monitor;
  • Azure RBAC;
  • Azure Policy;
  • Azure Arc; and
  • Security monitoring services

The winning bidder shall provision, configure, and integrate the Microsoft Azure services required to support the approved hybrid cloud architecture, virtualization environment, cybersecurity controls, monitoring, backup, and disaster recovery requirements of BOI. The final Azure services, configurations, and resource sizing shall be determined based on BOI's approved technical design, validated workload requirements, security requirements, and the results of the planning, assessment, and discovery activities conducted during project implementation. 4.5 Azure Arc Requirements The solution shall support centralized management of BOI’s hybrid infrastructure through Azure Arc. The winning bidder shall:

  • Register supported on-premises resources;
  • Configure Azure Arc connectivity;
  • Configure resource inventory;
  • Configure role-based access;
  • Configure applicable Azure Policies;
  • Enable monitoring where required;
  • Configure update management where applicable;
  • Validate connectivity and management functions; and
  • Provide Azure Arc configuration documentation.

The bidder’s proposal identifies Azure Arc as a mechanism for unified management of on-premises and cloud environments. 4.6 Azure Site Recovery (ASR) Requirements The solution shall provide a functional disaster recovery capability using Microsoft Azure Site Recovery. The winning bidder shall:

  • Configure the Recovery Services Vault;
  • Configure Hyper-V/Azure Local integration;
  • Configure replication policies;
  • Configure replication for BOI-approved critical virtual machines;
  • Configure target Azure resources;
  • Configure network mappings;
  • Configure recovery plans;
  • Configure recovery sequence;
  • Configure monitoring and alerts;
  • Perform initial synchronization;
  • Validate replication health;
  • Perform test failover;
  • Perform planned failover where applicable;
  • Perform failback;
  • Document recovery procedures; and
  • Conduct disaster recovery knowledge transfer.

4.7 Backup and Data Protection The solution shall support integration with BOI’s approved backup and data protection strategy. The Contractor shall:

  • Validate backup requirements;
  • Identify backup dependencies;
  • Configure applicable Azure backup services;
  • Configure backup policies where included;
  • Validate backup status;
  • Perform restoration testing;
  • Document backup procedures; and
  • Provide recommendations for long-term backup retention and recovery.
  • Recovery Point Objectives (RPO);
  • Recovery Time Objectives (RTO);
  • Retention requirements;
  • Recovery sequence;
  • Recovery dependencies; and
  • Failover procedures.

The winning bidder shall document the approved Recovery Point Objective (RPO) and Recovery Time Objective (RTO) values for each critical workload and shall demonstrate during acceptance testing that the proposed DR solution is capable of meeting the agreed recovery objectives.

  • SCOPE OF WORK

The following are the Scope of the Work for each component of the project: 5.1 Vision Scope and Planning/Design During this phase, the winning bidder shall conduct project initiation, requirements validation, and detailed planning activities to establish the project vision, scope, objectives, and implementation approach. The existing BOI IT infrastructure, workloads, dependencies, and operational requirements shall be assessed to validate the proposed solution architecture, migration strategy, and transition plan. This phase shall focus on detailed planning, risk assessment, design validation, resource allocation, and project governance activities necessary to ensure the successful implementation of the solution. Key activities under this phase are as follows:

  • Validation of Project Scope
  • Project Planning

o Validate and consider existing Azure Subscriptions to identify constraints and dependencies. o Conduct planning with BOI IT stakeholders, run through critical solution capabilities of Azure environment, capture, and validate requirements, and ensure these are incorporated in the overall implementation plan. Finalize Project Timeline

  • Conduct discovery to assess Azure Local infrastructure, VMs, dependencies, and current DR/backup posture.
  • Define key requirements including RTO, RPO, security, compliance, and connectivity.
  • Validate Azure readiness (subscription, RBAC, Arc integration, resource providers, region, and vault design).
  • Design Azure Site Recovery including replication policies, failover strategy, target Azure resources, and recovery plans.
  • Prepare and finalize design documents, implementation plan, rollback procedures, and testing/cutover plan for approval.
  • Finalize Project Timeline
  • Project Kick-Off
  • Create Project Deployment Plan

Deliverables

  • Project Kick-Off Documents
  • Project Deployment Plan

5.2 Build Phase During this phase, the winning bidder shall implement the approved solution design and execute the installation, configuration, integration, and validation activities necessary to establish the virtualization and hybrid cloud environment. System configuration, testing, and optimization activities shall be performed to ensure that the solution operates in accordance with the approved technical design and project requirements. Operational procedures, administration guides, and support processes shall likewise be developed and documented to facilitate the transition to production operations. Key activities under this phase are as follows:

  • Server Installation

o Inventory and Unboxing o Initial setup o Power on o Rack mounting o XCC Configuration

  • Server Configuration

o Work with BOIs to understand the production network environment o Apply updates/patches o Configure out-of-band management port o Configure hardware settings o Load appropriate Windows drivers o Install Windows roles and features o Configure server NIC teaming o Enable and configure Storage Spaces Direct (S2D) on the cluster o Validate storage and cluster functions o Hand over the cluster to the BOI for application deployments

  • Azure Environment Preparation

o Create or validate Recovery Services Vault o Configure Azure Monitor and logging prerequisites o Configure Azure networking prerequisites o Configure storage accounts for replication o Configure Azure RBAC access controls o Configure Azure policies and governance requirements

  • Azure Provisioning and Site Recovery Configurations

o Provisioning of two (2) Virtual Machines for SIRV Application Servers o Create Hyper-V site within Recovery Services Vault o Configure ASR replication policies o Install Azure Site Recovery Provider on Hyper-V hosts o Register Hyper-V hosts with ASR vault o Configure ASR mobility and replication components o Configure network mappings between on-premises and Azure o Configure target Azure resources for failover o Configure VM replication settings o Configure recovery plans and failover sequence o Configure bandwidth throttling settings if required o Configure monitoring and alerting for replication health

  • Security and Compliance Configuration

o Configure encryption settings o Configure role-based access controls o Configure secure communication channels o Validate audit logging and monitoring o Configure replication security policies Deliverables

  • Completed hardware installation and configurations
  • Completed provisioning of Azure Virtual Machines and Azure Site Recovery Agents
  • Completed replication to Azure Recovery Service Vault

5.3 Deployment Phase Once the initial configuration for Azure Virtual Machines and Site Recovery is complete, the following Azure activities will begin. The Key activities under this phase are as follows:

  • Enable Azure Site Recovery replication and complete initial synchronization for four (4) VMs (SIRV Web App, Database and File Servers)
  • Validate replication health, consistency, and failover readiness.
  • Perform and validate test failover, planned failover, and failback scenarios.
  • Confirm application functionality and network connectivity in Azure during failover.
  • Validate monitoring, alerts, reporting, and operational visibility (ASR).
  • Facilitate UAT with stakeholders:

o Business application testing o Validation of services and workloads

  • Address issues and perform remediation
  • Obtain UAT sign-off
  • Deploy system to production

Deliverables:

  • Completed deployment to production
  • Completed UAT
  • Signed and approved project completion and acceptance certificate

5.4 Post Deployment During this phase, we will conduct training and ensure proper turnover of the Completed project to BOI.

  • Knowledge of Transfer to BOI IT Stakeholders

o Conduct testing and demonstration of live functionality

  • Provide the latest version of the user guide/design document and technical manual
  • Provision of formal documentation on:

o As Built Documentation o Issues Encountered and resolutions applied during implementation

  • Project Sign-Off

Deliverables:

  • Project Documentation.
  • Knowledge Transfer
  • PRODUCT SUPPORT REQUIREMENT

The winning bidder shall provide Three (3) Year Maintenance and Technical support for Azure Environment as provided in the scope of works and technical support services, addressing both critical operational issues and non-critical technical concerns. The support service shall include:

  • 200 man-hours assistance provided through remote support consumable yearly.
  • 8X5 technical support
  • Unlimited phone and e-mail support
  • Troubleshooting and resolution of problems related to Azure Environment.
  • Remote technical assistance;
  • On-site technical assistance when required;
  • Incident troubleshooting;
  • Configuration assistance;
  • Preventive maintenance;

Response Time is the time lapse from the time of acceptance of the service request to the time of resource commitment. The table below describes our applicable response time for the maintenance support after project closure. Severity Level Response Time Level 1 The system is down or seriously impacted, or data is lost or destroyed, and there is no reasonable workaround currently available. Within 1-2 hours once BOI requested for a support (On-site technical assistance) Level 2 The system issue is not critical; no data has been lost, and the system has not failed. The issue may be temporarily circumvented using a well-known and available workaround Phone & Email: within 3.0 hrs.

  • QUALIFICATIONS OF THE SERVICE PROVIDER

The service provider must have the necessary eligibility, experience, and expertise in providing the service, with the following credentials:

  • Certificate issued by the Manufacturer as authorized Partner for 7 Years for the proposed cloud solution.
  • At least five (5) years of experience in designing, deploying, managing, and maintaining cloud projects.
  • At least three (3) dedicated manpower experts that are Certified Engineers or equivalent with Certifications issued by Cloud Service Provider. During the project implementation, the replacement of assigned personnel is not allowed.
  • Certification issued by certifying partnership (indicating Contractor’s experience and capability relative to Cloud Services, if any).
  • The Supplier must have completed satisfactorily at least (3) projects similar to the proposed cloud solution.
  • Service Level Agreement (SLA)
  • Non-Disclosure Agreement (NDA)
  • Platinum PhilGEPS Membership
  • MANPOWER REQUIREMENTS
  • The bidder must provide a Project Manager to oversee the project with five (5) years of experience. The bidder must submit documentary proof such as Project Management training certifications to verify the assigned Project Manager’s credentials with curriculum vitae or resume.
  • Must provide at least three (3) locally employed certified Systems engineers as project team members with three (3) years of experience, and un-expired certificates of Accreditation from the service provider of the proposed brand.
  • Project Manager and Systems Engineers must submit a photocopy of the valid certification, resume, and company ID of the project team members and it should be part of the bid submission.
  • MODE OF PROCUREMENT

Procurement of an Enterprise Virtualization Modernization Solution with Hybrid Cloud Integration and Disaster Recovery Infrastructure shall be undertaken through Competitive Bidding pursuant to RA No. 12009, the New Government Procurement Act (NGPA) and its Implementing Rules and Regulations.

  • APPROVED BUDGET COST

A budget ceiling of THIRTY MILLION FIVE HUNDRED THOUSAND PESOS (PhP 30,500,000.00) has been approved and earmarked for the Procurement of an Enterprise Virtualization Modernization Solution with Hybrid Cloud Integration and Disaster Recovery Infrastructure, including all incidental expenses for the duration of the project. Prices are in PHP Peso and are VAT inclusive.

  • DELIVERY

The delivery and commissioning of all items for the Server Virtualization Project shall not exceed 150 calendar days upon issuance of the corresponding Notice to Proceed (NTP). The commissioning and initial testing shall be conducted within 2-3 calendar days after each component is completed and witnessed and accepted by the end user. After completion of the Server Virtualization Project, the BAC-TWG together with end user shall conduct Functionality and User Acceptance Tests. This will ensure that all of the project's specifications and requirements are met. The winning bidder must provide in hard and soft copies detailed project documentation of the following: a. Project Implementation Plan with Timetable, b. Installation and configuration manual, c. Incident and problem escalation procedure with a list of designated technical support engineers, d. SLA (Service Level Agreement) e. User Acceptance Test Plan

  • TRAINING AND TECHNOLOGY TRANSFER

The winning bidder shall provide hands-on and face-to-face in-depth technical training to for at least five (5) designated BOI ITD Personnel for at least three (3) days for the whole module. Training shall cover:

  • Azure Local administration;
  • HCI administration;
  • Hyper-V administration;
  • Storage management;
  • VM administration;
  • Azure administration;
  • Azure Arc;
  • Azure Site Recovery;
  • Backup and restoration;
  • Monitoring;
  • Security administration;
  • Troubleshooting;
  • Preventive maintenance; and
  • Disaster recovery operations.

The training program shall include hands-on exercises, demonstrations, and practical laboratory activities using the actual implemented solution and operational environment. The training shall be completed prior to the issuance of the Certificate of Project Completion and Acceptance to ensure that designated five (5) Information Technology Division personnel have acquired the necessary knowledge and technical competencies to administer, operate, maintain, monitor, troubleshoot, and support the implemented solution.

  • WARRANTY
  • The winning bidder should provide a warranty period of 3 years for all hardware equipment and software to be delivered
  • The Bidder shall provide a Preventive Maintenance Program during the warranty period for all the delivered equipment and system.
  • The Bidder shall provide annual preventive maintenance on the required hardware virtualization infrastructure during the warranty period.
  • The winning bidder shall provide not less than 4 hours of response time after receiving calls from the client during the warranty period.
  • The Procuring Entity shall promptly notify the winning bidder in writing of any claims arising under this warranty. Upon receipt of such notice, the winning bidder shall, repair or replace the defective Goods or parts thereof without cost to the Procuring Entity, pursuant to the Generic Procurement Manual.
  • SOURCE OF FUNDS

The budget authorized for Procurement of an Enterprise Virtualization Modernization Solution with Hybrid Cloud Integration and Disaster Recovery Infrastructure shall be sourced from the 2026 Capital Outlay (CO) and Maintenance and Other Operating. Expenses (MOOE), pursuant to the Philippine General Appropriation Act of 2026.

  • PAYMENT

10% Project Mobilization: Covers initial costs, including project planning and resource allocation, and submits the Project Implementation Plan including the risk management plan 25% Upon Delivery, implementation, and Acceptance of the Two (2) Physical Server and its components (storage, power supply, power cords, transceivers, fiber optic cables, etc.) 25% Upon implementation, configuration, and Acceptance of Hybrid Environment with Disaster Recovery 15% Upon submission of Certification of 100% Completion of Microsoft Azure under existing Enterprise Agreement-Server and Cloud Enrollment (EA-SCE). 15 % Upon submission of completion for the Services for Virtualization Installation and Initial Configuration for Azure Backup and Site Recovery 5% Training of FAS-ITD personnel for the completed Enterprise Virtualization Modernization Solution. 5% Retention Fee 100%

  • PENALTY

In case there is a delay in the delivery and installation of the software where BOI is not at fault, the contracted service provider shall be subject to sanctions as specified in the contract to be signed by both parties based on the applicable provisions of the Procurement Law.

  • RESERVATION CLAUSE

The Board of Investments (BOI), through the Head of the Procuring Entity (HoPE), reserves the right to reject any and all Bids, declare a failure of bidding, or not award the contract in accordance with Section 70 of Republic Act No. 12009, otherwise known as the “New Government Procurement Act,” and its Implementing Rules and Regulations (IRR), without thereby incurring any liability to the affected bidder or bidders.

  • GROUNDS FOR CONTRACT TERMINATION
  • Failure to deliver or perform contractual obligation.
  • Substantial delay/non-performance or negative slippage of ten (10%) percent.
  • Abandonment or refusal to continue work.
  • Failure to correct defective/rejected work.
  • Unauthorized sub-contracting.
  • Unlawful acts such as corrupt fraudulent, collusive or coercive practices. Forged documents.
  • Technical Compatibility and Interoperability Justification

Pursuant to Section 11.2 of the Implementing Rules and Regulations of Republic Act No. 12009

  • Existing Infrastructure Context: The Procuring Entity currently maintains and operates an active cloud infrastructure environment powered by an existing Microsoft Azure subscription. This existing cloud environment hosts critical government applications, databases, and digital services essential to the day-to-day operations of the agency.
  • Objective of the Procurement: This procurement project for PROCUREMENT OF AN ENTERPRISE VIRTUALIZATION MODERNIZATION SOLUTION WITH HYBRID CLOUD INTEGRATION AND DISASTER RECOVERY INFRASTRUCTURE COMPATIBLE WITH THE AGENCY’S EXISTING ICT ENVIRONMENT is intended to establish a hybrid cloud setup. This setup must directly connect, extend, sync, and consolidate local on-premise workloads with the agency’s pre-existing cloud environment.
  • Justification for Brand Reference: To guarantee absolute security protocols, automated synchronization, real-time data integration, and centralized management without operational disruption, the on-premise technology being acquired must be natively compatible with the existing Azure ecosystem.

Accordingly, the explicit reference to the brand name "Microsoft Azure" is made strictly for reasons of technical compatibility and interoperability with the agency's existing system. This brand reference is necessary to preserve the overall performance, functionality, and useful life of the Procuring Entity's current IT investments, in full compliance with Section 11.2 of the Implementing Rules and Regulations (IRR) of Republic Act No. 12009 (New Government Procurement Act) Pre-bid Conference Date Time Venue 04/11/2026 10:00 AM MS TEAMS Other Information Please register for the Pre-Bid Conference for the Procurement of an Enterprise Virtualization Modernization Solution scheduled on November 4, 2026, by completing the registration form below: Registration Form: https://forms.cloud.microsoft/r/b5MKLy6ygC?origin=lprLink The Microsoft Teams meeting link and details will be provided upon successful registration. Thank you! Created by Jerry Rojas Pajarillo Date Created 26/10/2026 The PhilGEPS team is not responsible for any typographical errors or misinformation presented in the system. PhilGEPS only displays information provided for by its clients, and any queries regarding the postings should be directed to the contact person/s of the concerned party. ©&nbsp2004-2026 DBM Procurement Service. All rights reserved. Help | Contact Us | Sitemap

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Important dates

Published · Manila

Oct 27, 2026, 12:00 AM

Deadline · Manila

Nov 24, 2026, 9:00 AM

24 days left
First saved / captured

Oct 28, 2026, 1:12 AM

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Oct 28, 2026, 1:12 AM

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Original reference
13309276
Original stored title
PROCUREMENT OF AN ENTERPRISE VIRTUALIZATION MODERNIZATION SOLUTION WITH HYBRID CLOUD INTEGRATION AND DISASTER RECOVERY INFRASTRUCTURE COMPATIBLE WITH THE AGENCY’S EXISTING ICT ENVIRONMENT
Original buying agency
BOARD OF INVESTMENTS - MAKATI CITY METRO MANILA
Stored status
active
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1. ABOUT THE PROCURING ENTITY The Board of Investments (BOI) is an attached agency of the Department of Trade and Industry (DTI) that is the national government entity responsible for the promotion of investments for both foreign and domestic, in accordance with Executive Order no. 226, also known as the Omnibus Investments Code of 1987, and the recently approved R.A. 11534 or the “Corporate Recovery and Tax Incentives for Enterprise Act” or “CREATE” more law. The BOI seeks to attract quality investments that will encourage technological innovations and provide support for industries to seize the opportunities and challenges of global demands and competition. The agency envisions itself as a global industry promotion agency by 2028 guided by the core values of integrity, excellence, teamwork and passion for knowledge. Its mission is to provide investors with opportunities for investments, comprehensive business support services and fair predictable and consistent industry policies. The current state of the economy due to the on-going pandemic makes it more imperative for BOI to continuously aim for work excellence, as it is an agency, which is at the forefront of enticing investments into the country. 2. PROJECT OVERVIEW/OBJECTIVES The project aims to modernize the Board of Investments' (BOI) virtualization infrastructure by implementing a secure, scalable, and resilient hybrid platform that integrates on-premises and cloud-based technologies. The solution will support the hosting of critical BOI systems and services while improving systems availability, operational efficiency, centralized management, and disaster recovery capabilities. The project also seeks to strengthen BOI's cybersecurity posture and business continuity readiness by deploying a supported and future-ready virtualization environment aligned with the Agency's digital transformation goals. The implementation shall be consistent with BOI's approved Information Systems Strategic Plan (ISSP) for the period 2024-2026, applicable government policies, and relevant DICT standards and guidelines. Through this initiative, BOI aims to ensure the reliable, secure, and efficient delivery of mission-critical services while providing a flexible platform capable of supporting future growth and evolving operational requirements. 3. DELIVERABLES The winning bidder shall supply, deliver, install, configure, and commission the complete virtualization infrastructure, including but not limited to: 3.1 Hardware Deliverables (2 units of Hyperconverged Infrastructure (HCI) Servers) Part Description Qty Form Factor 2U rack server 2 Processors Intel Xeon 6517P 16C 190W 3.2GHz 4 2U V4 Performance Heatsink Memory 64GB TruDDR5 6400MHz (2Rx4) RDIMM 32 Storage 3.5" 16TB 7.2K SAS 12Gb Hot Swap 512e HDD v2 18 2.5" U.2 CD8P 6.4TB Mixed Use NVMe PCIe 5.0 x4 HS SSD 6 M.2 VA 480GB Read Intensive NVMe PCIe 4.0 x4 NHS SSD 4 Networking Broadcom 57414 10/25GbE SFP28 2-Port OCP Ethernet Adapter 4 Mellanox ConnectX-6 Lx 10/25GbE SFP28 2-port PCIe Ethernet Adapter 4 Dual Rate 10G/25G SR SFP28 Transceiver (should be compatible with the current Server Farm Switch of BOI) 8 Riser Slot V4 x8 Rear Riser Slot 3 2 V4 x16 Rear Direct Riser Slot 5 2 V4 x16 Rear Direct Riser Slot 8 2 Power Supply 300W 230V/115V Titanium CRPS Premium Hot-Swap Power Supply 4 2.8m, 13A/100-250V, C13 to C14 Jumper Cord 4 Accessories 2U 6056 20K Performance Fan Module 12 Azure Local - Premier with Integrated OEM Licenses (Azure Local + Windows Server 2025) 2 Data Center Environment 30 Degree Celsius / 86 Degree Fahrenheit 2 3 Years Integrated L1/L2 Azure Local Software Support 2 MX Onsite Deployment 2 Select Storage devices - no configured RAID required 2 440-16i SAS/SATA PCIe Gen4 12Gb HBA 2 2U V4 12x3.5" SAS/SATA Backplane 2 2U V4 Rear 4x2.5" NVMe Gen5 Backplane 2 M.2 RAID B545i-2i SATA/NVMe Adapter 2 M.2 VA 480GB Read Intensive NVMe PCIe 4.0 x4 NHS SSD 4 3m Passive 25G SFP28 DAC Cable 8 Toolless Slide Rail Kit V4 2 2U V3 EIA Latch Standard 2 TPM 2.0 with Secure Boot 2 Disable IPMI-over-LAN 2 XClarity Platinum Upgrade v3 2 V4 Processor Board 2 V4 Laser service indicator 2 Feature Enable TPM on MB 2 MX EOM SKU Searchable MI 2 Windows Specify 2 Preload Specify 2 1x1 3.5" HDD Filler 6 1x1 2.5" HDD Filler 2 2U Air duct Filler for 1P 4 EIA Plate logo Label 2 V4 System I/O Board 2 V4 CPU HS Clip 4 2U V4 3FH Riser Cage 2 Notice for Advanced Format 512e Hard Disk Drives 2 2U V4 1FH Riser Cage 2 2U V4 2U Rear 4x25 Cage 2 2U Main Air Duct 2 Warranty Services Upgrade 2 Mellanox Low-Profile Dual-Port QSFP56 PCIe Bracket L1/SBB 4 2U 2LP Riser Cage Filler 2 HV 2U V4 General WW L1 PKG BOM 2 MR customer specific - ROW 2 V4 2U PLV sponge Kit (Fan Cage) 2 Power Cable, 2x6+12 P-2x3+6 P, 250 mm 2 G4 SAS Cable, SLX8-SLX4, 900mm 2 G4 SAS Cable, SLX8-SLX4 x2, 900mm/1020mm 2 Think System,Power Cable, MTK Power STD to PIC Power 2x3+6P, 250mm 2 PCIe GEN5 Cable, MCIOX8-MTK74pin, 280mm 4 M.2 Signal & Power Cable ,ULP 82P-SLX4/2X10 SB, 400/400mm 2 V4 Agency Label with CE&UKCA 2 V4 Service Label - WW 2 Response time Service Label LI 2 2U MS 12x3.5" SATA/SAS HDD Type Label 2 XCC Label 2 BHS V4 2U Rear 4x2.5" (32-35) NVMe Label 2 1300W TT power rating label WW 2 small Label for 24x2.5"/12x3.5"/10x2.5" 2 WW LPK, Birch Stream 2 N+N Redundancy With Over-Subscription 2 High voltage (200V+) 2 M.2 NVMe 2 MX650 V4 IS 2 MX Badge 1 2 MI-RS03, PCIe10/ PWR10 2 Configuration ID 01 test 2 xSeries HIPO 2 Azure Local with Windows Server 2025 License (16 core) 2 Azure Local with Windows Server 2025 Additional License (2 core) 16 Configuration Instruction 2 440-16i SAS/SATA PCIe Gen4 12Gb HBA Placement 2 Controller 01 2 Configuration ID 01 test 2 Microsoft HCI - OEM SKU 2 Azure Local with Windows Server 2025 License (16 core) 2 Azure Local with Windows Server 2025 Additional License (2 core) 16 Preload 2 Registration only 2 XClarity One 2 XClarity One - Standard, Per Endpoint w/3 Yr SW S&S 2 XClarity Controller Prem-FOD 2 XClarity XCC3 premier - FOD 2 3Yr Premier 24x7 4Hr Resp MX650 V4 2 3Yr KYD Add-On MX650 V4 2 Hardware Installation Standard Server (Off Shift Hours) 2 VX Remote Deployment (up to 4 node cluster) 2 MX Onsite Deployment (up to 2 nodes) 1 3 Year Microsoft Azure Local L1 & L2 SW Support 2 3.2 Microsoft Azure Services • Provision and configure Azure subscriptions, resource groups, networking, storage, monitoring, RBAC, governance, and cost management. • Configure required Azure services supporting the hybrid environment. 3.3 Azure Local Platform • Provision and configure Azure subscriptions, resource groups, networking, storage, monitoring, RBAC, governance, and cost management. • Configure required Azure services supporting the hybrid environment. 3.4 Windows Server Licensing • Provide Windows Server Datacenter licensing, activation, proof of entitlement, and licensing documentation. 3.5 Documentation • The winning bidder to submit Project Charter, Project Plan, High Level Diagram, Network Diagram, Rack Layout, IP Plan, Administrator Guide, Operations Manual, DR Procedures, As-Built Documentation, Test Reports, and Asset Inventory. • Configuration Backup • Test Results • Acceptance Report 4. TECHNICAL REQUIREMENTS The winning bidder shall provide a complete, integrated, enterprise-grade virtualization modernization solution capable of replacing the existing Board of Investments (BOI) Nutanix virtualization environment and supporting the Agency’s current and future mission-critical information systems. The proposed solution shall include, at a minimum, the required hardware infrastructure, virtualization platform, operating system licensing, Microsoft Azure services, Azure Local, Azure Arc, implementation services, migration assistance, testing, documentation, training, technical support, and warranty. The proposed solution shall: • Support the hosting and operation of multiple virtual machines (VMs) within a production-grade virtualization environment capable of running BOI's mission-critical applications and services; • Provide high availability and resiliency for mission-critical virtual machines; • Support centralized management and monitoring; • Support integration with Microsoft Azure services; • Provide disaster recovery capabilities through Azure Site Recovery or an equivalent Microsoft-supported implementation; • Support secure hybrid cloud operations; • Provide scalability for future workload requirements; • Support modern cybersecurity controls; • Maintain compatibility with BOI’s existing enterprise network, security, identity, and application environments; and • Provide a minimum three (3)-year supported operational lifecycle under the applicable hardware and software support agreements. 4.1 Hyperconverged Infrastructure Requirements The HCI platform shall integrate compute, memory, storage, virtualization, and management capabilities into a centrally managed cluster. • Consist of a minimum of two (2) physical HCI nodes or such higher number as may be required based on the final validated capacity and resiliency design; • Support clustering and automated failover; • Support continued operation in the event of failure of a single node without loss of the production environment; • Provide sufficient capacity to accommodate BOI’s existing production workloads while maintaining adequate headroom for cluster operations and future growth; • Support planned maintenance without unnecessary interruption of production services; • Support cluster health monitoring. 4.2 Network Connectivity Requirements Each HCI node shall provide redundant, high-speed network connectivity to support storage traffic, virtual machine communications, management functions, cluster synchronization, and secure integration with Microsoft Azure services, ensuring high availability, reliability, and uninterrupted operation of the virtualization environment. The solution shall provide: • Redundant network interfaces; • Minimum 10/25 Gbps Ethernet connectivity or higher; • Sufficient interfaces for separation or logical segregation of management, storage, virtual machine, and replication traffic; • Compatibility with BOI’s existing network infrastructure; • Support for VLAN based network segmentation; • Support for link redundancy; • Support for network failover; • Required optical transceivers or Direct Attach Copper (DAC) cables; • All required network cables and accessories; and • Documentation of all physical and logical network connections. The Contractor shall coordinate with BOI ITD for integration with the existing core and server farm switches and network infrastructure. 4.3 Microsoft Windows Server Licensing The Winning bidder shall provide all required Microsoft Windows Server licensing necessary to operate the proposed virtualization environment. The licensing shall: • Be genuine and properly licensed; • Be compliant with Microsoft’s licensing requirements; • Support the proposed Azure Local environment; • Include applicable Windows Server Datacenter licensing; • Cover the required physical cores in accordance with Microsoft’s licensing rules; • Include all required additional licenses; • Include proof of license entitlement; and • Be documented in the final licensing inventory. The winning bidder shall provide all software licenses required to fully support the proposed virtualization platform, operating systems, and hybrid cloud architecture. The bidder shall be responsible for validating, sizing, and supplying the appropriate licensing requirements based on the final approved solution architecture, hardware configuration, workload requirements, and applicable vendor licensing policies. All licenses shall be genuine, properly licensed, transferable to BOI where applicable, and supported throughout the contract period. 4.4 Microsoft Azure Services The winning bidder shall provision, configure, and integrate the Microsoft Azure services necessary to support the approved hybrid architecture using the Board of Investments' (BOI) existing Azure subscriptions, licenses, and cloud resources, where applicable. The winning bidder shall validate the availability and suitability of the Agency's existing Azure entitlements and ensure that all required services are properly configured and optimized to support the approved solution architecture. The proposed Azure environment shall support, as applicable: • Azure Virtual Machines; • Azure Virtual Network; • Network security controls; • Public IP addressing where required; • Azure Bastion or equivalent secure administrative access; • VPN connectivity; • Azure Site Recovery; • Azure Storage; • Recovery Services Vault; • Azure Monitor; • Azure RBAC; • Azure Policy; • Azure Arc; and • Security monitoring services The winning bidder shall provision, configure, and integrate the Microsoft Azure services required to support the approved hybrid cloud architecture, virtualization environment, cybersecurity controls, monitoring, backup, and disaster recovery requirements of BOI. The final Azure services, configurations, and resource sizing shall be determined based on BOI's approved technical design, validated workload requirements, security requirements, and the results of the planning, assessment, and discovery activities conducted during project implementation. 4.5 Azure Arc Requirements The solution shall support centralized management of BOI’s hybrid infrastructure through Azure Arc. The winning bidder shall: • Register supported on-premises resources; • Configure Azure Arc connectivity; • Configure resource inventory; • Configure role-based access; • Configure applicable Azure Policies; • Enable monitoring where required; • Configure update management where applicable; • Validate connectivity and management functions; and • Provide Azure Arc configuration documentation. The bidder’s proposal identifies Azure Arc as a mechanism for unified management of on-premises and cloud environments. 4.6 Azure Site Recovery (ASR) Requirements The solution shall provide a functional disaster recovery capability using Microsoft Azure Site Recovery. The winning bidder shall: • Configure the Recovery Services Vault; • Configure Hyper-V/Azure Local integration; • Configure replication policies; • Configure replication for BOI-approved critical virtual machines; • Configure target Azure resources; • Configure network mappings; • Configure recovery plans; • Configure recovery sequence; • Configure monitoring and alerts; • Perform initial synchronization; • Validate replication health; • Perform test failover; • Perform planned failover where applicable; • Perform failback; • Document recovery procedures; and • Conduct disaster recovery knowledge transfer. 4.7 Backup and Data Protection The solution shall support integration with BOI’s approved backup and data protection strategy. The Contractor shall: • Validate backup requirements; • Identify backup dependencies; • Configure applicable Azure backup services; • Configure backup policies where included; • Validate backup status; • Perform restoration testing; • Document backup procedures; and • Provide recommendations for long-term backup retention and recovery. • Recovery Point Objectives (RPO); • Recovery Time Objectives (RTO); • Retention requirements; • Recovery sequence; • Recovery dependencies; and • Failover procedures. The winning bidder shall document the approved Recovery Point Objective (RPO) and Recovery Time Objective (RTO) values for each critical workload and shall demonstrate during acceptance testing that the proposed DR solution is capable of meeting the agreed recovery objectives. 5. SCOPE OF WORK The following are the Scope of the Work for each component of the project: 5.1 Vision Scope and Planning/Design During this phase, the winning bidder shall conduct project initiation, requirements validation, and detailed planning activities to establish the project vision, scope, objectives, and implementation approach. The existing BOI IT infrastructure, workloads, dependencies, and operational requirements shall be assessed to validate the proposed solution architecture, migration strategy, and transition plan. This phase shall focus on detailed planning, risk assessment, design validation, resource allocation, and project governance activities necessary to ensure the successful implementation of the solution. Key activities under this phase are as follows: • Validation of Project Scope • Project Planning o Validate and consider existing Azure Subscriptions to identify constraints and dependencies. o Conduct planning with BOI IT stakeholders, run through critical solution capabilities of Azure environment, capture, and validate requirements, and ensure these are incorporated in the overall implementation plan. Finalize Project Timeline • Conduct discovery to assess Azure Local infrastructure, VMs, dependencies, and current DR/backup posture. • Define key requirements including RTO, RPO, security, compliance, and connectivity. • Validate Azure readiness (subscription, RBAC, Arc integration, resource providers, region, and vault design). • Design Azure Site Recovery including replication policies, failover strategy, target Azure resources, and recovery plans. • Prepare and finalize design documents, implementation plan, rollback procedures, and testing/cutover plan for approval. • Finalize Project Timeline • Project Kick-Off • Create Project Deployment Plan Deliverables • Project Kick-Off Documents • Project Deployment Plan 5.2 Build Phase During this phase, the winning bidder shall implement the approved solution design and execute the installation, configuration, integration, and validation activities necessary to establish the virtualization and hybrid cloud environment. System configuration, testing, and optimization activities shall be performed to ensure that the solution operates in accordance with the approved technical design and project requirements. Operational procedures, administration guides, and support processes shall likewise be developed and documented to facilitate the transition to production operations. Key activities under this phase are as follows: • Server Installation o Inventory and Unboxing o Initial setup o Power on o Rack mounting o XCC Configuration • Server Configuration o Work with BOIs to understand the production network environment o Apply updates/patches o Configure out-of-band management port o Configure hardware settings o Load appropriate Windows drivers o Install Windows roles and features o Configure server NIC teaming o Enable and configure Storage Spaces Direct (S2D) on the cluster o Validate storage and cluster functions o Hand over the cluster to the BOI for application deployments • Azure Environment Preparation o Create or validate Recovery Services Vault o Configure Azure Monitor and logging prerequisites o Configure Azure networking prerequisites o Configure storage accounts for replication o Configure Azure RBAC access controls o Configure Azure policies and governance requirements • Azure Provisioning and Site Recovery Configurations o Provisioning of two (2) Virtual Machines for SIRV Application Servers o Create Hyper-V site within Recovery Services Vault o Configure ASR replication policies o Install Azure Site Recovery Provider on Hyper-V hosts o Register Hyper-V hosts with ASR vault o Configure ASR mobility and replication components o Configure network mappings between on-premises and Azure o Configure target Azure resources for failover o Configure VM replication settings o Configure recovery plans and failover sequence o Configure bandwidth throttling settings if required o Configure monitoring and alerting for replication health • Security and Compliance Configuration o Configure encryption settings o Configure role-based access controls o Configure secure communication channels o Validate audit logging and monitoring o Configure replication security policies Deliverables • Completed hardware installation and configurations • Completed provisioning of Azure Virtual Machines and Azure Site Recovery Agents • Completed replication to Azure Recovery Service Vault 5.3 Deployment Phase Once the initial configuration for Azure Virtual Machines and Site Recovery is complete, the following Azure activities will begin. The Key activities under this phase are as follows: • Enable Azure Site Recovery replication and complete initial synchronization for four (4) VMs (SIRV Web App, Database and File Servers) • Validate replication health, consistency, and failover readiness. • Perform and validate test failover, planned failover, and failback scenarios. • Confirm application functionality and network connectivity in Azure during failover. • Validate monitoring, alerts, reporting, and operational visibility (ASR). • Facilitate UAT with stakeholders: o Business application testing o Validation of services and workloads • Address issues and perform remediation • Obtain UAT sign-off • Deploy system to production Deliverables: • Completed deployment to production • Completed UAT • Signed and approved project completion and acceptance certificate 5.4 Post Deployment During this phase, we will conduct training and ensure proper turnover of the Completed project to BOI. • Knowledge of Transfer to BOI IT Stakeholders o Conduct testing and demonstration of live functionality • Provide the latest version of the user guide/design document and technical manual • Provision of formal documentation on: o As Built Documentation o Issues Encountered and resolutions applied during implementation • Project Sign-Off Deliverables: • Project Documentation. • Knowledge Transfer 6. PRODUCT SUPPORT REQUIREMENT The winning bidder shall provide Three (3) Year Maintenance and Technical support for Azure Environment as provided in the scope of works and technical support services, addressing both critical operational issues and non-critical technical concerns. The support service shall include: • 200 man-hours assistance provided through remote support consumable yearly. • 8X5 technical support • Unlimited phone and e-mail support • Troubleshooting and resolution of problems related to Azure Environment. • Remote technical assistance; • On-site technical assistance when required; • Incident troubleshooting; • Configuration assistance; • Preventive maintenance; Response Time is the time lapse from the time of acceptance of the service request to the time of resource commitment. The table below describes our applicable response time for the maintenance support after project closure. Severity Level Response Time Level 1 The system is down or seriously impacted, or data is lost or destroyed, and there is no reasonable workaround currently available. Within 1-2 hours once BOI requested for a support (On-site technical assistance) Level 2 The system issue is not critical; no data has been lost, and the system has not failed. The issue may be temporarily circumvented using a well-known and available workaround Phone & Email: within 3.0 hrs. 7. QUALIFICATIONS OF THE SERVICE PROVIDER The service provider must have the necessary eligibility, experience, and expertise in providing the service, with the following credentials: • Certificate issued by the Manufacturer as authorized Partner for 7 Years for the proposed cloud solution. • At least five (5) years of experience in designing, deploying, managing, and maintaining cloud projects. • At least three (3) dedicated manpower experts that are Certified Engineers or equivalent with Certifications issued by Cloud Service Provider. During the project implementation, the replacement of assigned personnel is not allowed. • Certification issued by certifying partnership (indicating Contractor’s experience and capability relative to Cloud Services, if any). • The Supplier must have completed satisfactorily at least (3) projects similar to the proposed cloud solution. • Service Level Agreement (SLA) • Non-Disclosure Agreement (NDA) • Platinum PhilGEPS Membership 8. MANPOWER REQUIREMENTS • The bidder must provide a Project Manager to oversee the project with five (5) years of experience. The bidder must submit documentary proof such as Project Management training certifications to verify the assigned Project Manager’s credentials with curriculum vitae or resume. • Must provide at least three (3) locally employed certified Systems engineers as project team members with three (3) years of experience, and un-expired certificates of Accreditation from the service provider of the proposed brand. • Project Manager and Systems Engineers must submit a photocopy of the valid certification, resume, and company ID of the project team members and it should be part of the bid submission. 9. MODE OF PROCUREMENT Procurement of an Enterprise Virtualization Modernization Solution with Hybrid Cloud Integration and Disaster Recovery Infrastructure shall be undertaken through Competitive Bidding pursuant to RA No. 12009, the New Government Procurement Act (NGPA) and its Implementing Rules and Regulations. 10. APPROVED BUDGET COST A budget ceiling of THIRTY MILLION FIVE HUNDRED THOUSAND PESOS (PhP 30,500,000.00) has been approved and earmarked for the Procurement of an Enterprise Virtualization Modernization Solution with Hybrid Cloud Integration and Disaster Recovery Infrastructure, including all incidental expenses for the duration of the project. Prices are in PHP Peso and are VAT inclusive. 11. DELIVERY The delivery and commissioning of all items for the Server Virtualization Project shall not exceed 150 calendar days upon issuance of the corresponding Notice to Proceed (NTP). The commissioning and initial testing shall be conducted within 2-3 calendar days after each component is completed and witnessed and accepted by the end user. After completion of the Server Virtualization Project, the BAC-TWG together with end user shall conduct Functionality and User Acceptance Tests. This will ensure that all of the project's specifications and requirements are met. The winning bidder must provide in hard and soft copies detailed project documentation of the following: a. Project Implementation Plan with Timetable, b. Installation and configuration manual, c. Incident and problem escalation procedure with a list of designated technical support engineers, d. SLA (Service Level Agreement) e. User Acceptance Test Plan 12. TRAINING AND TECHNOLOGY TRANSFER The winning bidder shall provide hands-on and face-to-face in-depth technical training to for at least five (5) designated BOI ITD Personnel for at least three (3) days for the whole module. Training shall cover: • Azure Local administration; • HCI administration; • Hyper-V administration; • Storage management; • VM administration; • Azure administration; • Azure Arc; • Azure Site Recovery; • Backup and restoration; • Monitoring; • Security administration; • Troubleshooting; • Preventive maintenance; and • Disaster recovery operations. The training program shall include hands-on exercises, demonstrations, and practical laboratory activities using the actual implemented solution and operational environment. The training shall be completed prior to the issuance of the Certificate of Project Completion and Acceptance to ensure that designated five (5) Information Technology Division personnel have acquired the necessary knowledge and technical competencies to administer, operate, maintain, monitor, troubleshoot, and support the implemented solution. 13. WARRANTY • The winning bidder should provide a warranty period of 3 years for all hardware equipment and software to be delivered • The Bidder shall provide a Preventive Maintenance Program during the warranty period for all the delivered equipment and system. • The Bidder shall provide annual preventive maintenance on the required hardware virtualization infrastructure during the warranty period. • The winning bidder shall provide not less than 4 hours of response time after receiving calls from the client during the warranty period. • The Procuring Entity shall promptly notify the winning bidder in writing of any claims arising under this warranty. Upon receipt of such notice, the winning bidder shall, repair or replace the defective Goods or parts thereof without cost to the Procuring Entity, pursuant to the Generic Procurement Manual. 14. SOURCE OF FUNDS The budget authorized for Procurement of an Enterprise Virtualization Modernization Solution with Hybrid Cloud Integration and Disaster Recovery Infrastructure shall be sourced from the 2026 Capital Outlay (CO) and Maintenance and Other Operating. Expenses (MOOE), pursuant to the Philippine General Appropriation Act of 2026. 15. PAYMENT 10% Project Mobilization: Covers initial costs, including project planning and resource allocation, and submits the Project Implementation Plan including the risk management plan 25% Upon Delivery, implementation, and Acceptance of the Two (2) Physical Server and its components (storage, power supply, power cords, transceivers, fiber optic cables, etc.) 25% Upon implementation, configuration, and Acceptance of Hybrid Environment with Disaster Recovery 15% Upon submission of Certification of 100% Completion of Microsoft Azure under existing Enterprise Agreement-Server and Cloud Enrollment (EA-SCE). 15 % Upon submission of completion for the Services for Virtualization Installation and Initial Configuration for Azure Backup and Site Recovery 5% Training of FAS-ITD personnel for the completed Enterprise Virtualization Modernization Solution. 5% Retention Fee 100% 16. PENALTY In case there is a delay in the delivery and installation of the software where BOI is not at fault, the contracted service provider shall be subject to sanctions as specified in the contract to be signed by both parties based on the applicable provisions of the Procurement Law. 17. RESERVATION CLAUSE The Board of Investments (BOI), through the Head of the Procuring Entity (HoPE), reserves the right to reject any and all Bids, declare a failure of bidding, or not award the contract in accordance with Section 70 of Republic Act No. 12009, otherwise known as the “New Government Procurement Act,” and its Implementing Rules and Regulations (IRR), without thereby incurring any liability to the affected bidder or bidders. 18. GROUNDS FOR CONTRACT TERMINATION • Failure to deliver or perform contractual obligation. • Substantial delay/non-performance or negative slippage of ten (10%) percent. • Abandonment or refusal to continue work. • Failure to correct defective/rejected work. • Unauthorized sub-contracting. • Unlawful acts such as corrupt fraudulent, collusive or coercive practices. Forged documents. 19. Technical Compatibility and Interoperability Justification Pursuant to Section 11.2 of the Implementing Rules and Regulations of Republic Act No. 12009 1. Existing Infrastructure Context: The Procuring Entity currently maintains and operates an active cloud infrastructure environment powered by an existing Microsoft Azure subscription. This existing cloud environment hosts critical government applications, databases, and digital services essential to the day-to-day operations of the agency. 2. Objective of the Procurement: This procurement project for PROCUREMENT OF AN ENTERPRISE VIRTUALIZATION MODERNIZATION SOLUTION WITH HYBRID CLOUD INTEGRATION AND DISASTER RECOVERY INFRASTRUCTURE COMPATIBLE WITH THE AGENCY’S EXISTING ICT ENVIRONMENT is intended to establish a hybrid cloud setup. This setup must directly connect, extend, sync, and consolidate local on-premise workloads with the agency’s pre-existing cloud environment. 3. Justification for Brand Reference: To guarantee absolute security protocols, automated synchronization, real-time data integration, and centralized management without operational disruption, the on-premise technology being acquired must be natively compatible with the existing Azure ecosystem. Accordingly, the explicit reference to the brand name "Microsoft Azure" is made strictly for reasons of technical compatibility and interoperability with the agency's existing system. This brand reference is necessary to preserve the overall performance, functionality, and useful life of the Procuring Entity's current IT investments, in full compliance with Section 11.2 of the Implementing Rules and Regulations (IRR) of Republic Act No. 12009 (New Government Procurement Act) Pre-bid Conference Date Time Venue 04/11/2026 10:00 AM MS TEAMS Other Information Please register for the Pre-Bid Conference for the Procurement of an Enterprise Virtualization Modernization Solution scheduled on November 4, 2026, by completing the registration form below: Registration Form: https://forms.cloud.microsoft/r/b5MKLy6ygC?origin=lprLink The Microsoft Teams meeting link and details will be provided upon successful registration. Thank you! Created by Jerry Rojas Pajarillo Date Created 26/10/2026 The PhilGEPS team is not responsible for any typographical errors or misinformation presented in the system. 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Freshness: First saved / captured Oct 28, 2026, 1:12 AM; last database update Oct 28, 2026, 1:12 AM.

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