BANK OF INDIA REQUEST FOR PROPOSAL FOR OUTSOURCING OF INSTALLATION AND MANAGED SERVICES FOR 3000 BARCODE BASED PASSBOOK KIOSKS Ref: BOI/HO/DBD/PBK/2021-22/4 Dated: 12-07-2021 BOI/HO/DBD/PBK/2021-22/4 dated 12-07-2021 Page 1 of 191 Index - Content of the RFP The products and services required, bidding procedures, contract terms and conditions are prescribed in the RFP. The Bidding Documents include: PART CONTENT PAGE No NUMBER PART 1 Invitation to Bid (ITB) 5 PART 2 Disclaimer 10 PART 3 Eligibility criteria 12 PART 4 Terms and Conditions of Contract (TCC) 20 PART 5 Scope of work for services and deliverables 64 PART 6 Technical and functional specifications 70 PART 7 Schedule of Dates, Amounts, etc. (SDA) 79 PART 8 Formats and Annexures 83 BOI/HO/DBD/PBK/2021-22/4 dated 12-07-2021 Page 2 of 191 CONTENTS PART 1: Invitation to Bid 5 1.1 Existing set up of the Bank 5 1.2 Request for Proposal 5 1.3 Schedule of Bid submission / Address for communication 6 1.4 Bid Document Availability 7 1.5 Cost of Bidding 7 1.6 Deadline for Submission of Bids 8 PART 2 : Disclaimer 10 PART 3: Eligibility Criteria 12 3.1 Eligibility 12 3.2 Independent External Monitors (IEM) 19 3.3 Integrity Pact (IP) 19 PART 4: Terms and Conditions of Contract (TCC) 20 PART 5 :Broad Scope of Work For Services and Deliverable 61 PART 6 :Technical & Functional Specification (TFS) 67 PART 7: Project , Plan and Delivery 797 76 7.1 Delivery , Installation, Commissioning & Documentation 76 7.2 Services 78 7.3 Terms of Payment 79 PART 8 - Formats and Annexures 81 FORMAT 8.1: Pre-bid Query Format 81 FORMAT 8.2: Price Bid Format 82 FORMAT 8.3 :Offer Letter 86 FORMAT 8.4 : Conformity to Eligibility Criteria 88 FORMAT 8.5 : Bidder Organization Details 94 FORMAT 8.6 : Track Record of Past Operations 96 FORMAT 8.7 : Service Support Details 97 FORMAT 8.8 :Certificate of Single Point Responsibility for all Sub-contracts 98 FORMAT 8.9 : Undertaking for Scope of Work 99 FORMAT 8.10 : Manufacturers' Authorization Form 101 BOI/HO/DBD/PBK/2021-22/4 dated 12-07-2021 Page 3 of 191 FORMAT 8.11 : Contract Form 103 FORMAT 8.12 :Bank Guarantee 108 FORMAT 8.13 :Bid Security Form 110 FORMAT 8.14 :Draft of Reference letter for Eligibility Criteria item sr. no. 2 111 FORMAT 8.15 :Draft of Reference letter for Eligibility Criteria item sr. no. 3 112 FORMAT 8.16 :Pre-Contract Integrity Pact 113 FORMAT 8.17 :Business Rules ,Terms and Conditions of Reverse Auction 120 FORMAT 8.18 :Certification For Local Content 127 FORMAT 8.19: Installation Report Format 128 FORMAT 8.20: Non-Disclosure Agreement 129 FORMAT 8.21: Certificate for Works under Rule 144 (xi) in the (GFRs), 130 2017. ANNEXURE-A : Acceptance of Reverse Auction Business Rules and 133 Terms &conditions in respect of Tender on company’s Letter Head ANNEXURE-B: (to be submitted / faxed by Successful Bidder of Reverse Auction within 48 hours from the end of Reverse Auction event) Final / 135 Lowest Bid Price quoted ANNEXURE-C: Process Compliance Form (Reverse Auction ) 137 ANNEXURE-D: Tentative State wise list of PBKs proposed to be deployed 139 ANNEXURE-E: Tentative Zone wise list of PBKs proposed to be Deployed 140 ANNEXURE-G : Certificate of information security measures implemented 141 by Bidder/Service Provider ANNEXURE-H : Penalties & SLA Terms 145 ANNEXURE-I: Service Support detail form 156 ANNEXURE-J: Software Integrity Certificate 158 ANNEXURE-K: Service Level Agreement 159 BOI/HO/DBD/PBK/2021-22/4 dated 12-07-2021 Page 4 of 191 PART 1 1. INVITATION TO BID Bank of India, a body corporate, established under the Banking companies (Acquisition and Transfer of Undertakings) Act 1970, having its Head Office at Bank of India, Star House, ‘G’ Block, Bandra Kurla Complex, Bandra (East), Mumbai – 400 051, India hereinafter referred to as “Bank”) intends to revamp its Pass book Kiosk network, by inviting bids from Companies who have proven experience in undertaking the activity of supply, installation, commissioning and maintenance of Pass Book Kiosks (PBKs) for banks in India for installation of 3000 PBKs at Metro, Urban, Semi-urban, Rural branches, E-galleries and RRB (Regional Rural Banks) sponsored by Bank of India. The company submitting Bid in response to this Request for Proposal are referred to as the Bidder /s in this document and the selected lowest bidder is referred to as the Vendor. 1.1. Existing set up of the Bank Presently the Bank has commissioned 1000 Bar Code Based New Passbook Kiosks and approx. 2700 Old Bar Code based Window Kiosks are to be replaced. The total number of branches of the Bank are 5084 as on 31st March 2021 and all branches are on Core Banking platform. The Core Banking Software of the Bank is Finacle version 7.025 of Infosys. Bank is in the process of upgrading the Finacle version to 10.x. The Delivery channels communicate with CBS through interface Connect24. 1.2. Request for Proposal Bank of India (Bank) invites Bids to install 3000 Bar Code Based Passbook Kioks NEW (not refurbished) across the length and breadth of the country on CAPEX model per PBK basis. However, the Bank, on its sole discretion, can procure lesser number of kiosks. The place and number of kiosks to be deployed would be entirely the decision of the Bank. The 3000 PBKs are required to be installed as given in Annexure D & E with a provision of additional requirement of 25%. i. These PBKs will be networked / connected to the existing Switch of the Bank. This Request for Proposal (RFP) is to invite proposals from eligible bidders (referred to as Bidder / Bidders in this document) for providing PBKs roll out and AMC services of 3000 PBKs on CAPEX Model. The bidders selected for award of the contract after due completion of the evaluation process are referred to as Vendor/s in this document. BOI/HO/DBD/PBK/2021-22/4 dated 12-07-2021 Page 5 of 191 1.3. Schedule of Bid submission / Address for communication The General Manager Digital Banking Department, Address for 6th Floor, Star House II, C-5, G-Block, Communication Bandra Kurla Complex, Bandra East, Mumbai – 400 051. Mr. Pravat Pandey Chief Manager Ph.No-022-6131 9461 E-Mail: [email protected] Contact Person and Mr. Harish Kumar Contact No. Chief Manager Ph.No-022-6131 2925 Email : [email protected] Mr. Virendra Verma Chief Manager Ph no: 022-6131 7569 Email: [email protected] Last date and time 22 /07/2021 upto17.00 hours. of receiving Pre Bid queries Pre Bid Meeting 31/07/2021 at 11.00 hours. Opening of Eligibility 31/08/2021 by 16.00 hours bid Date & Place of Reverse Will be notified by the Bank at Auction (if decided to be appropriate time. conduct ed), or opening of price Bids for Technically qualified bidders Qualified Bidders BOI/HO/DBD/PBK/2021-22/4 dated 12-07-2021 Page 6 of 191 Last Date and Time for 31/08/2021 by 13.00 hours Receipt at Bank of India RFP submitted later than the time and Head office date mentioned above will not be accepted. Address: Bank of India, Digital Banking Department, Head office, Star House- II, C-5, G-Block, 6th Floor, West Wing Bandra Kurla Complex, Bandra (East) Mumbai – 400 051. 1.4. Bid Document Availability The Bidding Document may be obtained from the Bank at the following address or downloaded from Bank’s website http://www.bankofindia.co.in/tenders and the bid should be submitted on or before the due date and time brought out in this RFP document at the address given below: The General Manager, Bank of India, Head Office, Digital Banking Department, 6th Floor, Star House II, C-4, G-Block, Bandra Kurla Complex, Bandra (East), Mumbai-400051, Phone No. 022-61319450 1.5. Cost of Bidding i. A non-refundable bid amount of Rs. 50,000/- should be paid by the Bidder by means of a demand draft / pay order favoring the ‘Bank of India’ payable at Mumbai / by remitting the amount to Current account number 015020100001211 (Name of the A/c: India Card Collection A/c) IFSC Code: BKID0000150. (Bidder shall furnish relevant proof for having remitted the funds online to the credit of this account), being cost of Bid document. The amount will not be refunded to any of the prospective bidders under any circumstances including cancellation of RFP or procurement process at any stage. If bid is downloaded from website, the cost of the bid may be paid in a separate envelope while submitting the Bid. Bids are liable to be rejected if demand draft / pay order for cost of the Bid is not received/remittance is not received. For exemption of cost of bidding, please refer to 4.2.iii. BOI/HO/DBD/PBK/2021-22/4 dated 12-07-2021 Page 7 of 191 ii. The Bidder shall bear all costs associated with the preparation and submission of its Bid and the Bank will in no case be responsible or liable for these costs, regardless of the conduct or outcome of the Bidding process. 1.6. Deadline for Submission of Bids i. Bids should be received by the Bank at the address specified, not later than the date and time specified in the Invitation to Bid. Any Bid received after the deadline for submission of Bids prescribed, will be rejected and returned unopened to the Bidder.