PART IV : FORMATS
SECTION - I
1. TECHNICAL QUALIFICATION FORMATS
Form – KFC-S1-1A
Details of the Bidder
(To be filled and submitted along with the Technical Bid)
(for Software/Hardware and Networking/Connectivity )
1.
Name of the Company/Firm
:
2.
Address of the Company/Firm
:
3.
4.
Telephone Number
Fax Number
:
:
5.
Email
:
Web-Site
:
6.
7.
Date of Establishment
8.
Quality Certifications attained by the firm:
9.
Name of the Contact Person Details:
Name
e-mail
Phone
:
:
:
:
10
Address to which work order
to be placed
:
11.
EMD details
:
12. Whether the company or its related or associated or
Subsidiary companies has done any project at KFC :
(If yes provide details of the project)
Signature of the Bidder.
Seal of the Bidder
Form – KFC-S1-1B
Bidder’s Background
(To be filled and submitted along with the Technical Bid)
(for Software/Hardware and Networking/Connectivity )
1. Sub-contractors, if any:
2. Address of the Prime Bidder and Subcontractors, If any:
Global HQ and India Operations:
3. Name of the Packages(s) Proposed:
4. Proposed Application(s) Owner(s) of the Intellectual Property:
5. CEI – SMM level ______
6. Presence in India: Number of years since inception in India :
7. Presence in Kerala : Number of years since inception in Kerala :
8. Employee Strength: Number of employees on roll (Do not include temporary
employee)
9. Support coverage: Number of cities in India where the Prime bidder has direct
support presence.
10. Number of employees in the Team (Pertaining to the Proposed solution)
11. Number of Sites similar project implemented (India)
12. Number of Sites similar projects implemented (Kerala)
13. Number of Sites similar solution implemented for Public sector (India/Kerala)
14. Number of customers in Banking /Financial Sector (India/Kerala)
Signature of the Bidder.
Seal of the Bidder
Form – KFC-S1-1C
Particulars of Turnover
In the last Five financial years in Software Development
(As per audited Accounts)
(To be filled and submitted along with the Technical Bid)
(for Software/Hardware and Networking/Connectivity )
Year
Turnover of the firm in
Software Development (Rs)
Profit after Tax (Rs)
2003-2004
2004-2005
2005-2006
2006-2007
2007-2008
Signature of the Bidder.
Seal of the Bidder
Form – KFC-S1-1D
Particulars of Software Projects Related to Financial/Banking/PSU Institutions
(To be filled and submitted along with the Technical Bid)
(for Software/Hardware and Networking/Connectivity )
Sl.
No.
Name &
address of
The Client
Project Duration
Start
Date
Compl
etion
Date
Value
of
Project
in Rs.
Brief Description of
the Project
Contact
person
with tel
no &
Email ID
Specify the role
of the Bidder
1
2
3
4
5
Note: Provide sufficient evidence such as agreements, work completion certificates to
support information provided in the above table. Additional sheets can be attached if
required.
Signature of the Bidder.
Seal of the Bidder
Form No –KFC-S1-2A
Experience & Track record of the Software Solution Implementation in
Financial Sector
(To be filled and submitted along with the Technical Bid)
(for Software only )
1.
Assignment Name
:
2
Country
:
3
Location of the Project
:
4
Name of the Client
:
5
Client address
:
8
No. Man months
:
9
Duration of Project
:
10
Modules Implemented (Attach separate
sheets to describe the details of the
modules)
:
Name of Associated Consultants, if any
:
No. of Months of Professional Staff,
provided by Associated Consultants
:
12
Director / Coordinator, Project Manager
/ Project Leader)
:
13
Description of Actual Services provided
by your staff
:
14
Proof of Release of work order should be
attached
:
15
11
Signature of the Bidder.
Seal of the Bidder
Form No. KFC-S1-2B
Guarantee from the Software developer
(To be filled and submitted along with the Technical Bid if applicable)
(for Software only )
Name & Address of System Developer
Name & Address of the integrator (bidder)
:
:
Whether the integrator has the authority to bid for this tender :
Whether there are other integrators for this Solution :
Name and address of at least 2 other integrators in India for the same Solution :
Will the developer support KFC by providing other integrators in case the chosen integrator
withdraws the support during warrantee /AMC period(Confirmation Letter to be provided)
:
Will the Software developer ensure that the integrator provide proper documentation for the
customization so that another approved integrator can continue the work in case the
chosen integrator discontinue the support. :
Is the developer ready to support the product during warrantee period
:
Is the developer ready to support the product during the AMC period
:
No. of versions released in the last three years (Indicate number of release ,availability in
India and period for which each version is supported ) :
No. of installations of the same Software by the bidder
:
Name and address of 2 reference sites where the said software is successfully Implemented
by the bidder :
Signature of the developer
Signature of the integrator
Seal of the developer
Seal of the integrator
( If more than one solution is proposed the bidder, he should submit separate forms for each
developer)
Form No. KFC-S1-2C
LIST OF APPROVED PRODUCTS
(for Software Only )
Sl.
No
Item
Approved products
Product quoted
Version
ERP Solutions like SAP/my
SAP/Microsoft Dynamics
NAV / Dynamics AX etc. or
Other Solutions on JAVA or
.NET or Open source
1
Platform
2
Operating System
to be compatible
Windows/Linux/Solaris
3
Database
Microsoft SQL Server/
Oracle
4
Portal
Programming
5
Workflow
automation/Mailing
system
Lotus Notes/Domino/
Microsoft Exchange Server
or Open source packages
6
Document
Management
System
Share Point portal/ File net
or equivalent packages or
Open source solution
7
Other third party packages quoted along with
the modules they are meant for
Java/’.net’/Open source
tools
Note: Latest version of the software, packages, and database should only be used in the
system. However KFC shall have the right to demand a particular version other than the
latest and the bidder has to use such version. However the bidder must also ascertain the
suitability and compatibility of the version.
Signature of the integrator
Seal of the integrator
Form No. KFC-S1-2D
LIST OF FUNCTIONALITIES
(for Software only )
The detailed requirements on the technology of software are given below. Bidder are
requires to fill in the column marked as "Bidder's Response" with "Y or T or N" to indicate that
the feature is 'Yes, available out of the box from the proposed system' or 'Through thirdparty software bundled with the proposed system' or 'Not available in the proposed solution
Bidder's
No Sub system / Functional areas.
Response
(Y/T/N)
1
Loan Management
1.1
Application Processing
1.2
Appraisal
1.3
Credit Rating
1.4
Sanctioning and Acceptance
1.5
Disbursement
1.6
Documentation
1.7
Safe custody of security title deeds and documents
1.8
Refinancing
1.9
ALM and Risk management
1.10
Loan Portfolio Management & Tracking
1.11
Legal Aspects
1.12
EMI Calculation
1.13
Managing Schemes(Product & Interest Rate Configuration)
1.14
Email & Alerts
1.15
MIS Reports
2
Credit Management
2.1
Asset Health Monitoring
2.2
Early Alert System
2.3
Non Performing Asset Management
2.4
Automatic Provisioning
2.5
Asset Movement & Tracking
2.6
Suit Filed Accounts
2.7
Take over assets under Sec.29 of SFCs Act
2.8
Assets Under Revenue Recovery
2.9
Communication System (Correspondence & Tracking)
3
Financial Accounting
3.1
Account Type
3.2
Fixed Asset register
3.3
Asset liability Management
3.4
Group Heads
3.5
Transactions through voucher
3.6
Management & Cost accounting
3.7
Budgeting
3.8
Profitability of branch offices
3.9
Reports
4
Fund Management
5
Human Resource Management System
5.1
Recruitment
5.2
Employee Database
5.3
Employee Confidential & History Details
5.4
Probation
5.5
Performance Appraisal & Auto Rating
5.6
Promotion
5.7
Transfer
5.8
Increment
5.9
Leave Master & Leave Application Process
5.10
Managing Training
5.11
Retirement
5.12
Terminal Benefits
5.13
Resignation
5.14
Termination
5.15
Punishments
5.16
Deputation
5.17
Maintaining Service Book
5.18
Accreditation
5.19
Training attended records
6
Payroll processing system
6.1
Payroll Heads
6.2
Payroll rules and accounts integration
6.3
Allowance & Deductions
6.4
Employee Loans and Advances
6.5
Monthly payroll process
6.6
Salary disbursement and pay slip generation
6.7
Festival and Seasonal advances
6.8
Calculation of bonus and incentives
6.9
Pay scale revisions
6.10
Gratuity and Settlement Processing
6.11
IT and other tax deduction processing
6.12
Settlement Details
6.13
PF (Trust and its activities)
6.14
Types of internal loans
6.15
Medical and Other Reimbursements
6.16
Leave surrender
6.17
Arrear Processing(Allowance arrear & Salary Revision)
6.18
Payroll year end process
6.19
E-Mail pay slip to individual employees
6.20
Incentives
6.21
Group gratuity
6.22
Bank/Deduction/Advances
7
Stationery Management
8
Fixed Deposit System
9
KFC CARE
9.1
Registration
9.2
Meeting Records
9.3
Donations and Sponsors
9.4
Accounting, Bank A/cs and Statements
9.5
Receipt & Vouchers
9.6
Event history & Reports
10
Consultancy Cell & Training Division
10.1
Consultant & in-house experts registration
10.2
Work order and status reports
10.3
Receipt, vouchers & statements
10.4
Reports
11
11.1
12
12.1
Society
Money transaction and related reports
Investment subsidy
Subsidy Claim
12.2
Subsidy Receipt
12.3
Branch allocation
12.4
Cancellation & Rea allocation
12.5
Subsidy Recall & Reports
13
Margin Money
13.1
Receipts & Payouts
13.2
Collection and refund
13.3
Statements and reports
14
Benefit fund
15
Audit
16
Reports
16.1
Accounting
16.2
MIS & Dash board information
16.3
SIDBI Reports
16.4
Appraisal etc
17
Data Migration
18
Document Management System
Signature of the integrator
Seal of the integrator
Form – KFC-S1-3A
Proposed Hardware(s) Vendor(s): Credentials:
(To be filled and submitted along with the Technical Bid)
(for Software/Hardware and Networking/Connectivity )
1.
Name of the Hardware Vendor (s):
2.
Address of the Hardware Vendor(s): India Operations.
3.
Proposed Hardware(s) Owner(s): Enclose Proof of the same.
4.
Hardware Vendor (s) – Financials
Parameters
2003-04
2004-05
2005-06
2006-07
Turn Over
Profit
R & D Investment
Annual figures to be
quoted
Audited Balance sheet and P&L to be enclosed along with your response
5.
Presence in India: Number of years since inception in India.
6.
Employee Strength: Number of employees on roll (Do not include temporary employee)
7.
Support coverage: Number of cities in India where the Prime bidder has direct support \
presence.
8.
Number of employees in Support
9.
Hardware Market Share (India):
10. Number of Sites similar Infrastructure implemented (India)
11. Number of Sites similar Infrastructure implemented (Kerala)
12. Number of Sites similar Infrastructure implemented for Public sector (India/Kerala)
13. Number of customers in Banking /Financial Sector (India/Kerala)
14. Give details regarding the agreement/terms with the primary Bidder.
Signature of the Hardware Vendor
Vendor
Seal of the Hardware
2007-08
NB : If more than one hardware equipment is proposed, separate copy of this form should
be attached.
Form No. KFC-S1-3B
Guarantee from the Hardware Supplier
(To be filled and submitted along with the Technical Bid if applicable)
(for Software/Hardware and Networking/Connectivity )
Name & Address of Hardware supplier
:
Name & Address of the integrator (bidder)
:
Whether the integrator has the authority to bid for this tender
:
Whether there are other integrators for your hardware equipments in India/Kerala :
Name and address of at least 2 other integrators in India/Kerala
:
Will the Hardware Supplier support KFC by providing other integrators in case the chosen
integrator withdraws the support during warrantee /AMC period(Confirmation Letter to be
provided):
Will the Hardware Supplier ensure that the integrator provide proper documentation for the
implementation so that another approved integrator can continue the work in case the
chosen integrator discontinue the support. :
Is the Hardware Supplier ready to support the product during warrantee period
:
Is the Hardware Supplier ready to support the product during the AMC period
:
No. of installations of the same kind by the bidder
:
Name and address of 2 reference sites where the said software is successfully Implemented
by the bidder
Signature of the Hardware Supplier
Seal of the Hardware Supplier
Signature of the integrator
Seal of the integrator
Form No. KFC-S1-3C
LIST OF APPROVED HARDWARE PRODUCTS
(To be filled and submitted along with the Technical Bid if applicable)
(for Hardware only )
Sl.
N
o
Item
Approved
products
Product quoted
and its
configuration
Part No
1
Application
Server
2
Database
Server
IBM/HP/DELL/ SUN
3
Operating
System to be
compatible
Windows/Linux/So
laris
4
Database to
be compatible
5
Storage
6
Backup Device
(LTO)
7
Rack, switches
etc
8
Other Hardware components if any
Make &
Model
Description
Qty
IBM/ HP/ DELL/
SUN
Oracle/ SQL
Server
IBM/ HP/ DELL/
SUN
IBM/ HP/ DELL/ SUN
Note: Latest version of the hardware, Operating System, and database should only be used
in the system. However KFC shall have the right to demand a particular version other than
the latest and the bidder has to use such version. However the bidder must also ascertain
the suitability and compatibility of the version.
* Bidder can edit the sheet by adding more rows in between, change in format is not
allowed. The same components should be reflected in Commercial Bid also. if any violation ,
the tender may rejected.
Signature of the integrator
Seal of the integrator
Form No. KFC-S1-3D
LIST OF APPROVED NETWORKING/CONNECTIVITY PRODUCTS
(To be filled and submitted along with the Technical Bid if applicable)
(for Networking/Connectivity only )
Sl.
No
Item
Approved
products
1
Core Router /
Access Router
Cisco/Nortel/
Juniper
2
Switching
Cisco/Nortel/
Juniper/DLink/
Dax
3
Central Firewall
(Virus & Spam
Control)
Cisco/Nortel/
Juniper
4
Wireless &
Controller
Cisco/Nortel/
Juniper
5
Voice(VoIP)
Cisco/Nortel/
Juniper
6
Mail Server
IBM/ HP/ DELL/
SUN
7
Video
Conferencing
8
Mail solution
Open Source
with archiving &
filtering
9
Cabling
Industry known
components
9
Other
Hardware
components,
if any
Industry known
components
Part No
Product quoted and its configuration
Make &
Description
Model
Software Based
Note: Latest version of the Networking, connectivity equipments should only be used in
system. However KFC shall have the right to demand a particular version other than
latest and the bidder has to use such version. However the bidder must also ascertain
suitability and compatibility of the version. The vender should identify any items missed
from the requirements of KFC.
the
the
the
out
* Bidder can edit the sheet by adding more rows in between, change in format is not
allowed. The same components should be reflected in Commercial Bid also. if any violation ,
the tender may rejected.
Signature of the integrator
Seal of the integrator
Qty
Form No. KFC-S1-3E
MANUFACTURER’S AUTHORISATION FORM (MAF)
(To be filled and submitted along with the Technical Bid if applicable)
(for Hardware, Networking/Connectivity only )
No.__________dated ____________
To
__________________
__________________
___________________
We ___________________ who are established and reputable manufactures of
__________________________ having offices at ______________ and ________ do
hereby
authorize
M/S______________________________________________________________ (Name
and address of Agent/Dealer) to offer their quotation, negotiate and
conclude the contract with you against the above invitation for tender offer.
We hereby extend our full guarantee and warranty as per the terms and
conditions of the tender and the contract for the equipment and services
offered against this invitation for tender offer by the above firm.
Yours faithfully,
(Name) for and on behalf of M/s__________
(Name of manufacturers)
Note: This letter of authority should be on the letterhead of the manufacturing
concern and
should be signed by a competent person of the manufacturer.
SECTION - II
COMMERCIAL BID
COMMERCIAL QUALIFICATION FORMATS
These formats are to be submitted long with commercial bid. If any price mentioned
in the technical bid, the bidder will be disqualified.
The vendors are required to submit the commercial bid strictly in the format
specified below. Commercial bids received in any other format or without
proper inputs or with morethan one option will be liable for disqualification.
Forms :
KFC-S2-1A
KFC-S2-1B
KFC-S2-2A
KFC-S2-2B
KFC-S2-3A
KFC-S2-3B
: Commercial Bid (Software)
: Additional User License (Software)
: Commercial Bid (Hardware)
: Cost estimate for next Four years (for Software/Hardware)
: Commercial Bid (Networking)
: Commercial Bid (Connectivity)
Form No. KFC-S2-1A
COMMERCIAL BID (Software)
(These formats are to be submitted long with commercial bid. If any price mentioned in the technical bid, the
bidder will be disqualified.)
Cost of System
Functional
Grouping
Sub system / Functional
areas.
License Cost (a)
No of
users
Group 1
Group 2
Group 3
Group 5
TOTAL
Amount
Financial management :
Stationary
Management, Fixed
Deposit System, KFC
Care, Consultancy,
Society, Investment ,
subsidy, Margin
Money, Benefit fund
etc
Group 8
Remarks, if
any.
Credit Management
HRM & Pay Roll
Group 7
Cost
(c)
Loan Management
Group 4
Group 6
Tax
MIS :
MIS , Dash board
information
Document Management
System
Data Migration
System
License Cost (a)
Total
amount in
words
Tax
(b)
Implementation Cost
(c)
Signature of the integrator
Seal of the integrator
Form No. KFC-S2-1B
Additional User License
License Cost
Functional
Grouping
Sub system / Functional areas.
(as mentioned in KFC-S1-8A)
Additional License Cost
No of users per user
blocks
Remarks, if any
Cost per block of
users
Group 1
Group 2
Group 3
Group 4
Group 5
Group 6
Group 7
TOTAL
System
Total amount in words
(if the user block / no. of user are
same for all modules)
Signature of the integrator
Seal of the integrator
Form No. KFC-S2-2A
COMMERCIAL BID (Hardware)
(These formats are to be submitted long with commercial bid. If any price mentioned in the technical bid, the
bidder will be disqualified.)
Cost of System
Functional
Grouping
License Cost (a)
Sub system / Functional
areas.
No of
users
Group 1
Group 2
Operating System
Group 4
Database
Group 6
Group 7
Tax
(b)
Cost
(c)
Remarks, if
any.
Amount
Application Servers for
Datacenter
Database Servers for
Datacenter
Group 3
Group 5
count
150
150
Storage
Backup Device
Other Hardware
Components
TOTAL
License Cost (a)
Total
amount
in words
Tax
(b)
Implementation Cost
(c)
Signature of the integrator
Seal of the integrator
Form No. KFC-S2-2B
Cost estimate for next Four years (for Software/Hardware)
(These formats are to be submitted long with commercial bid. If any price mentioned in the technical bid, the
bidder will be disqualified. The taxes are based on the current tax rates. In case of any Miscellaneous expense,
should provide the list of expense come under the miscellaneous category )
Particulars
Total Software Cost
Cost/Details
Consolidated
Document Management System
Total Hardware Cost
Tax (in %)
Service Tax (in %)
Implementation cost, if any
Miscellaneous expense, if any
Total Cost of the system (First 9 months (6+3))
Service and Support warranty for One Year, after the 9 months
of Implementation & Evaluation
First year Expense
2nd Year Software AMC
2nd Year Hardware AMC
Tax (%)
Service Tax (%)
Miscellaneous expense, if any
Second year Expense
3rd Year Software AMC
3rd Year Hardware AMC
Tax (%)
Service Tax (%)
Miscellaneous expense, if any
Third year Expense
4th Year Software AMC
4th Year Hardware AMC
Tax (%)
Service Tax (%)
Miscellaneous expense, if any
Fourth year Expense
TOTAL (after 4 Years & 9 months)
Signature of the integrator
Seal of the integrator
0.00
0.00
0.00
0.00
Form No. KFC-S2-3A
Commercial Bid (Networking)
(These formats are to be submitted long with commercial bid. If any price mentioned in the technical bid, the
bidder will be disqualified. The taxes are based on the current tax rates. In case of any Miscellaneous expense,
should provide the list of expense come under the miscellaneous category )
S.No.
Part No.
Make &
Model
Description
Qty.
1
.....
Subtotal of the product
Taxes as Applicable (Please quote the description of the tax charged and the rate
applicable)
Installation, commissioning & integration charges
Any other additional Charges applicable
Warranty charge for 3 years
AMC for 3 years
Grand Total of the product
Signature of the integrator
Seal of the integrator
Amount in Rs.
Total
Unit Price
Amount
Form No. KFC-S2-3B
Commercial Bid (Connectivity)
(These formats are to be submitted long with commercial bid. If any price mentioned in the technical bid, the
bidder will be disqualified. The taxes are based on the current tax rates. In case of any Miscellaneous expense,
should provide the list of expense come under the miscellaneous category )
S.No.
Locations
Connectivity Type
KFC Head
Office
KFC
Branchs
MPLS VPN 2Mbps
(Gold)
MPLS VPN 256 Kbps
(Gold)
Provider
Qty
Amount in Rs.
Unit Price
1.
2.
1
16
Subtotal of the product
Taxes as Applicable (Please quote the description of the tax charged and
the rate applicable)
Installation, commissioning & integration charges
Any other additional Charges applicable
Grand Total of the product
Signature of the integrator
Seal of the integrator
Total Amount