Part Iv : Formats

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. Telephone Number : 4. Fax Number : 5. Email :

6. Web-Site : 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 )

Turnover of the firm in Year Profit after Tax (Rs) Software Development (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 )

Project Duration Contact Sl. Name & Value of Brief Description of person Specify the role No. address of Project the Project with tel Comple of the Bidder The Client Start Date tion in Rs. no & Date Email ID

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 : 11

No. of Months of Professional Staff, provided : 12 by Associated Consultants

Director / Coordinator, Project Manager / : 13 Project Leader)

Description of Actual Services provided by : 14 your staff

Proof of Release of work order should be : 15 attached

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. Item Approved products Product quoted Version No

ERP Solutions like SAP/my SAP/Microsoft Dynamics 1 Platform NAV / Dynamics AX etc. or Other Solutions on JAVA or .NET or Open source

Operating System to 2 Windows/Linux/Solaris be compatible

3 Database Microsoft SQL Server/ Oracle

4 Portal Programming Java/’.net’/Open source tools

Workflow Lotus Notes/Domino/ Microsoft 5 automation/Mailing Exchange Server or Open system source packages

Share Point portal/ File net or Document 6 equivalent packages or Open Management System source solution

Other third party packages quoted along with the 7 modules they are meant for

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 third-party 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 Society 11.1 Money transaction and related reports 12 Investment subsidy 12.1 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 2007-08 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 Seal of the Hardware Vendor

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 Signature of the integrator

Seal of the Hardware Supplier 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 Product quoted . and its Item Approved products N configuration o Make & Part No Description Qty Model

Application IBM/ HP/ DELL/ 1 Server SUN

Database IBM/HP/DELL/ 2 Server SUN

Operating Windows/Linux/Sol 3 System to be aris compatible

Database to be 4 Oracle/ SQL Server compatible

IBM/ HP/ DELL/ 5 Storage SUN

Backup Device 6 IBM/ HP/ DELL/ SUN (LTO)

7 Rack, switches etc

8 Other Hardware components if any

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. Approved Product quoted and its configuration Item No products Part No Make & Model Description Qty Core Router / Cisco/Nortel/ 1 Access Router Juniper Cisco/Nortel/ 2 Switching Juniper/DLink/ Dax Central Firewall Cisco/Nortel/ 3 (Virus & Spam Juniper Control) Wireless & Cisco/Nortel/ 4 Controller Juniper Cisco/Nortel/ 5 Voice(VoIP) Juniper IBM/ HP/ DELL/ 6 Mail Server SUN

Video Software Based 7 Conferencing

Open Source 8 Mail solution with archiving & filtering

Industry known 9 Cabling components

Other Hardware Industry known 9 components, components if any

Note: Latest version of the Networking, connectivity equipments 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. The vender should identify any items missed out from the requirements of KFC.

* 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-S1-3E 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 : Commercial Bid (Software) KFC-S2-1B : Additional User License (Software) KFC-S2-2A : Commercial Bid (Hardware) KFC-S2-2B : Cost estimate for next Four years (for Software/Hardware) KFC-S2-3A : Commercial Bid (Networking) KFC-S2-3B : 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 License Cost (a) Tax Cost Remarks, if Grouping Sub system / Functional (c) any. areas. No of Amount users

Loan Management Group 1

Credit Management Group 2

Financial management : Group 3

Group 4 HRM & Pay Roll

Stationary Management, Fixed Deposit System, KFC Group 5 Care, Consultancy, Society, Investment , subsidy, Margin Money, Benefit fund etc

MIS : Group 6 MIS , Dash board information Document Management Group 7 System Group 8 Data Migration

TOTAL System

License Cost (a) Total amount in Tax words (b) Implementation Cost (c)

Signature of the integrator Seal of the integrator Form No. KFC-S2-1B Additional User License

License Cost

Additional License Cost Remarks, if any Functional Sub system / Functional areas. Grouping (as mentioned in KFC-S1-8A) No of users per user Cost per block of blocks 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 License Cost (a) count Tax Cost Remarks, if Grouping Sub system / Functional (b) (c) any. areas. No of Amount users Application Servers for Group 1 Datacenter Database Servers for Group 2 Datacenter 150 Group 3 Operating System 150 Group 4 Database Group 5 Storage Group 6 Backup Device Other Hardware Group 7 Components TOTAL License Cost (a)

Total Tax amount (b) in words 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 Cost/Details Consolidated Total Software Cost 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 0.00 0.00 Implementation & Evaluation First year Expense 0.00 0.00 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 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 )

Amount in Rs. S.No Make & Total . Part No. Model Description Qty. Unit Price Amount

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

Seal of the integrator 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 )

Amount in Rs. S.No. Locations Connectivity Type Provider Qty Unit Price Total Amount KFC Head MPLS VPN 2Mbps 1. Office (Gold) 1 KFC MPLS VPN 256 2. Branchs Kbps (Gold) 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

Seal of the integrator