ICT-BAC-ITB-CS-20260529-01 Trust Banking System (TBS) Replacement Project

Land Bank of the Philippines Request for Expression of Interest for Trust Banking System (TBS) Replacement Project 1. The LAND BANK OF THE PHILIPPINES (LANDBANK), through its 2026 Corporate Operating Budget (COB) approved by the Board of Directors intends to apply the sum of Seventy Three Million Four Hundred Twenty Thousand Pesos Only (Php73,420,000.00) being the Approved Budget for the Contract (ABC) to payments under the contract for Trust Banking System (TBS) Replacement Project with Project Identification Number LBP-ICTBAC-ITB-CS-20260529-01. Bids received in excess of the ABC shall be automatically rejected at the opening of the financial proposals. 2. The LANDBANK now calls for the submission of short-listing documents for Trust Banking System (TBS) Replacement Project. Electronic eligibility and shortlisting documents of interested consultants must be successfully uploaded to the Secure File Transfer Facility (SFTF) of LANDBANK and duly received by the ICT-BAC Secretariat on or before November 10, 2026 at 10:00 am. Applications for eligibility will be evaluated based on a non-discretionary “pass/fail” criterion. Only electronic Eligibility and Shortlisting Documents that are successfully uploaded to the SFTF of LANDBANK on or before the above-mentioned deadline shall be accepted. Eligibility Documents submitted in hard copy shall not be accepted. The procedures that will be followed in the submission and opening of electronic Eligibility and Shortlisting Documents are described in the Detailed Procedures in Submission and Opening of Electronic Documents per attached Annexes C-1 to C-3. The electronic Eligibility and Shortlisting Documents shall be opened and evaluated at the time and on the date stated above, through videoconferencing using MS Teams application, in the presence of the prospective Consultant’s representatives who choose to attend. 3. Interested Bidders may obtain further information and/or electronic copy of the bidding documents from the LANDBANK Procurement Department through the telephone numbers and email address provided below during banking days from 08:00 A.M. to 05:00 P.M. 4. A complete set of Bidding Documents may be acquired by interested Bidders on October 31,2026 from Ms. Jeah Chrysel L. Escalona of LANDBANK – Procurement Department at (02) 8522-0000 local 2966 or email at [email protected] upon payment of the applicable fee for the Bidding Documents, pursuant to the latest Guidelines issued by the GPPB, in the amount of Fifty Thousand Pesos Only (PhP50,000.00). It may also be downloaded free of charge from the website of the Philippine Government Electronic Procurement System (PhilGEPS) and the LANDBANK website, provided that Bidders shall pay the applicable fee for the Bidding Documents not later than the submission of their bids. The Bidding Documents Fee may be paid at any LANDBANK Branch or through the LANDBANK Link.BizPortal, provided a Payment Acceptance Order (PAO) is secured first from LANDBANK – ICT-BAC Secretariat. To obtain a PAO, interested Bidders shall send a request email to [email protected] with “PAO – LBP-ICTBAC-ITB-CS-20260529-01” as its subject. A reply email shall be sent to the interested Bidders covering the procedures for the payment of Bidding Documents fee, and the manner of submission of the Bidding Documents. The step-by-step procedures for the payment of the Bidding Documents fee through the LANDBANK Link.BizPortal are provided in the Annex A of the Bidding Documents. 5. The BAC shall draw up the short-list of consultants from those who have submitted Expression of Interest, including the short-listing documents, and have been determined as eligible in accordance with the provisions of Republic Act (RA) No. 12009, otherwise known as the “New Government Procurement Act”, and its Implementing Rules and Regulations (IRR). The short-list shall consist only of the top three (3) consultants who/which meet the minimum score of eighty percent (80%) in the Evaluation Criteria for Shortlisting and will be entitled to submit bids through online submission. The criteria and rating system for short-listing are: 5.1 Qualification Requirements – Short Listing Shortlisting Criteria Minimum Required Standards A. Firm Credentials (Experience, Expertise and Capability) This criterion evaluates the Consultant’s and/or system developer’s / licensor’s experience, expertise and capability to deliver the Trust Banking solution, as well as the results of satisfaction ratings of previous engagements, are considered. The Consultant must: a. Have at least five (5) years of relevant experience in successfully implementing the on premise Trust Banking solution. To demonstrate compliance with this requirement, submit the details of the implemented projects, including the following: • Client Name • Project Name • Project Description • Project Start Date • Project Completion/ Implementation Date, and • Contact Person and Number/Email Address b. Have successfully completed at least three (3) Trust Banking solution implementation projects for banks or financial institutions, at least one (1) of which must be a local project involving a customized and operationalized implementation of the Trust Banking solution. Such experience shall demonstrate the Consultant’s specialized technical and professional expertise, including, as applicable: • system configuration and customization; • integration with core banking and other enterprise systems; • data migration; • system and user acceptance testing; • regulatory compliance requirements. The Consultant shall submit at least three (3) fully filled-out Customer Satisfaction Survey Forms (CSS) with a rating of at least “Satisfactory”, issued by customers for whom the Consultant has successfully implemented a Trust Banking solution. For Consultant with existing or prior Trust Banking System engagement with LBP, a Certificate of Satisfactory Performance shall also be submitted. Note: Submission of the Customer Satisfaction Survey Forms shall permit LANDBANK to contact the resource person indicated in the form to verify the rating provided by the client during shortlisting stage. B. Personnel Qualifications This criterion assesses the relevant work experience and educational attainment of the Consultant’s key personnel (i.e., Project Manager, Business Analyst Technical Lead, and Technical Support Staff) identified to implement the Trust Banking. a. Project Manager: 1. At least five (5) years of experience in IT as Project Manager; and 2. At least three (3) years of actual experience in implementing Trust Banking solutions for banks or financial institution, including demonstrated experience in managing projects involving system customization, systems integration, testing, deployment and regulatory compliance. b. Business Analyst: 1. At least five (5) years of experience as Business Analyst; and 2. At least three (3) years of actual experience in implementing Trust Banking solutions for banks or financial institutions, including demonstrated experience in trust banking business processes, requirements gathering, solution design, user acceptance testing and regulatory requirements c. Technical Team Lead: 1. At least five (5) years of experience as Technical Team Lead; and 2. At least three (3) years of actual experience in implementing Trust Banking solution in banks or financial institutions, with demonstrated expertise in system architecture, application integration, database management, information security, performance optimization and deployment d. Technical Support Staff (i.e., Systems Analyst and Programmer or SA/Programmer) 1. The average years of experience of all the proposed Technical Support Staff shall be at least five (5) years 2. The average years of actual experience of all the proposed Technical Support Staff in implementing Trust Banking solutions for banks or financial institutions shall be at least 3 years, with collective demonstrated expertise in system configuration and customization, data migration, software development, database administration, system and user acceptance testing, production deployment, and post-implementation support. 5.2 Evaluation Criteria – Short Listing CRITERIA WEIGHT SCORE REMARKS 1. Firm Credentials (Experience, Expertise and Capability) a. Years of experience Exceeds minimum qualifications • More than five (5) years of relevant experience in successfully implementing the on premise Trust Banking solution 10% Meets minimum qualifications • At least five (5) years of relevant experience in successfully implementing the on premise Trust Banking solution 5% b. Satisfactory Ratings Exceeds minimum qualifications • Submitted more than three (3) fully filled-out Customer Satisfaction Survey (CSS) Forms (Annex G) with “satisfactory” ratings for previous successful engagements For Consultant with existing or prior Trust Banking System engagement with LBP, a Certificate of Satisfactory Performance shall also be submitted. 30% Meets minimum qualifications • Submitted at least three (3) fully filled-out Customer Satisfaction Survey (CSS) Forms (Annex G) with “satisfactory” ratings for previous successful engagements For Consultant with existing or prior Trust Banking System engagement with LBP, a Certificate of Satisfactory Performance shall also be submitted. 15% c. Implementation of Trust Banking solution Exceeds minimum qualifications • More than three (3) Trust Banking solution implementation projects for banks or financial institutions, with more than one (1) project involving a customized and operationalized Trust Banking solution 10% Meets minimum qualifications • At least three (3) Trust Banking solution implementation projects for banks or financial institutions, with at least one (1) project involving a customized and operationalized Trust Banking solution 5% 50% 2. Personnel Qualification 50% a. Project Manager to be assigned is highly qualified to implement the engagement i. Years of experience Exceeds minimum qualifications • More than five (5) years of experience in IT as Project Manager 5% Meets minimum qualifications • At least five (5) years of experience in IT as Project Manager 2% ii. Implementation of Trust Banking solution Exceeds minimum qualifications • More than three (3) years of actual experience in implementing the Trust Banking solution for banks or financial institution solutions for banks or financial institution, including demonstrated experience in managing projects involving system customization, systems integration, testing, deployment and regulatory compliance 10% Meets minimum qualifications • At least three (3) years of actual experience in implementing the Trust Banking solution for banks or financial institution solutions for banks or financial institution, including demonstrated experience in managing projects involving system customization, systems integration, testing, deployment and regulatory compliance 5% 15% b. Business Analyst to be assigned is highly qualified to implement the engagement even in the absence of the Team Leader i. Years of experience Exceeds minimum qualifications • More than five (5) years of experience as Business Analyst 5% Meets minimum qualifications • At least five (5) years of experience as Business Analyst 2% ii. Implementation of Trust Banking solution Exceeds minimum qualifications • More than three (3) years of actual experience in implementing Trust Banking solutions for banks or financial institutions, including demonstrated experience in trust banking business processes, requirements gathering, solution design, user acceptance testing and regulatory requirements. 10% Meets minimum qualifications • At least three (3) years of actual experience in implementing Trust Banking solutions for banks or financial institutions, including demonstrated experience in trust banking business processes, requirements gathering, solution design, user acceptance testing and regulatory requirements 5% 15% c. Technical Team Lead to be assigned is highly qualified to perform the required tasks i. Years of experience Exceeds minimum qualifications • More than five (5) years of experience as Technical Team Lead 5% Meets minimum qualifications • At least five (5) years of experience as Technical Team Lead 2% ii. Implementation of Trust Banking solution Exceeds minimum qualifications • More than three (3) years of actual experience in implementing Trust Banking solution in banks or financial institutions, with demonstrated expertise in system architecture, application integration, database management, information security, performance optimization and deployment 5% Meets minimum qualifications • At least three (3) years of actual experience in implementing Trust Banking solution in banks or financial institutions, with demonstrated expertise in system architecture, application integration, database management, information security, performance optimization and deployment 2% 10% d. Technical Support Staff i. Years of experience Exceeds minimum qualifications • Average years of experience of all the proposed technical support staff is more than five (5) years 5% Meets minimum qualifications • Average years of experience of all the proposed technical support staff is at least five (5) years 2% ii. Implementation of Trust Banking solution Exceeds minimum qualifications • The average years of actual experience of all the proposed Technical Support Staff in implementing Trust Banking solutions for banks or financial institutions shall be more than three (3) years, with collective demonstrated expertise in system configuration and customization, data migration, software development, database administration, system and user acceptance testing, production deployment, and post-implementation support 5% Meets minimum qualifications • The average years of actual experience of all the proposed Technical Support Staff in implementing Trust Banking solutions for banks or financial institutions shall be at least three (3) years, with collective demonstrated expertise in system configuration and customization, data migration, software development, database administration, system and user acceptance testing, production deployment, and post-implementation support 2% Note: Proposed Technical Support Staff will be rated individually and the final rating will be the average score. 10% TOTAL 100% 6. Bidding will be conducted through competitive selection using non-discretionary “pass/fail” criterion as specified in the Implementing Rules and Regulations (IRR) of RA No. 12009. Bidding is restricted to Filipino citizens/sole proprietorships, cooperatives, and partnerships or organizations with at least sixty percent (60%) interest or outstanding capital stock belonging to citizens of the Philippines. 7. The LANDBANK shall evaluate the electronic bids to determine the Highest Rated Bid using the Quality-Cost Based Evaluation (QCBE) procedure. The Procuring Entity shall indicate the weights to be allocated for the Technical and Financial Proposals. The criteria and rating system for the evaluation of bids shall be provided in the Instructions to Bidders. ¬ 8. Short-Listing Documents must be received by the LANDBANK’s BAC at the address indicated in the Request for Expression of Interest or through online submission on or before the date and time indicated in the SDS. 9. The contract shall be completed within six hundred thirty (630) calendar days for the Implementation Services, upon receipt of Notice to Proceed, and five (5) years Maintenance and Support after warranty. 10. All Bids must be accompanied by a bid security in any of the acceptable forms and in the amount stated in ITB Clause 16. 11. The certification as to the current workload relative to capacity shall be made in accordance with the Instructions to Bidders in relation to TPF 5 therein. 12. Bidders shall bear all costs associated with the preparation and submission of their bids, and the LANDBANK does not assume any responsibility to compensate or indemnify any bidder for expenses incurred in the preparation of bid, regardless of the outcome of the bidding process. 13. The LANDBANK reserves the right to reject any and all bids, declare a failure of bidding, or not award the contract at any time prior to contract award in accordance with Section 70 of RA No. 12009 and its IRR, without thereby incurring any liability to the affected bidder or bidders. 14. For further information, please refer to: MR. LEONCIO HENRY T. SISON III Officer-In-Charge, Bids and Awards Committee for Information and Communications Technology (ICT-BAC) Secretariat 1598 M.H. Del Pilar cor. Dr. J. Quintos Sts. Malate, Manila, 1004 Tel. (+632) 8522-0000 or 8551-2200 local 4792 Fax (+632) 8528-8587 Email: [email protected] Pre-bid Conference Date Time Venue 09/12/2026 1:30 PM LANDBANK Plaza M.H. Del Pilar Malate Manila Thru videoconferencing using Microsoft MS teams application Created by Leoncio Henry Tan Sison III Date Created 30/10/2026 The PhilGEPS team is not responsible for any typographical errors or misinformation presented in the system. 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