Sealed tenders are invited from experienced and reputed Bidders for the Development of Courseware for the CFP CM Certification.

Transcription

1 TENDER NOTICE NO /MUM/01 DATED: 25 th June 2013 Tender for Development of Courseware for the CFP CM Certification Program Due date: 13 th July, 2013 up to 5.30 p.m. Sealed tenders are invited from experienced and reputed Bidders for the Development of Courseware for the CFP CM Certification. The complete tender should be submitted, in a sealed envelope, on or before 13 th July, 2013 up to 5.30 p.m to FPSB India at: KNOWLEDGE MANAGEMENT DEPARTMENT, FINANCIAL PLANNING STANDARDS BOARD INDIA 702, 7th Floor, Leela Business Park, Andheri-Kurla Road, Andheri (East) Mumbai , India. TENDER PROCESS SCHEDULE Details Date Tender circulation date 25 th June, 2013 Pre-bid meetings 3 rd 10 th July 2013 at 3 pm Last date of Tender submission 13 th July 2013 up to 5.30 pm Tender opening date 15 th July 2013 at 10 am Offer of Courseware Development 1 st August, 2013 Note These dates may alter. In that case, FPSB India will inform bidders via letter or . ABOUT FPSB INDIA Financial Planning Standards Board India is a Public Private Enterprise and a Professional Standards Setting body for Financial Planners in India. FPSB India proactively guides the development and promotion of standards for Financial Planning professionals to benefit and protect the public in the country. FPSB India closely works with all the stakeholders viz. the Government, the Regulators, the Industries/Associations, the Corporate, the Media and the General Public to achieve its objectives. It is a Professional Membership & Certification organization-part of leading Global Confederation established by prominent financial service corporations with an objective to professionalize the concept of Financial Planning in India. Page 1 of 5

2 PRE-BID MEETING The Pre-Bid meetings will be held as per the specified period. The parties who are interested in submitting a bid will be able to attend the meetings with proper authority. In the meetings queries from the parties will be answered and may be communicated in writing if it is necessary. RIGHTS OF FPSB INDIA AS THE TENDERING AUTHORITY FPSB India does not bind itself to accept the lowest or any other Tender and reserves the rights to accept any one Tender or reject all Tenders. All decisions taken by FPSB India regarding the processing of this tender and award of contract shall be final and binding on all parties concerned. FPSB India reserves the right:- -To vary, modify, revise, amend or change any of the terms and conditions in this tender. -To reject any or all the tender/s without assigning any reason whatsoever thereof or to annul the tendering process and reject all bids at any time prior to award of contract, without thereby incurring any liability to the affected Bidder(s) or any obligation to inform the affected Bidder(s) of the grounds for such decision. In case of any dispute, ambiguity in the interpretation of any of the clauses in Tender Document or the Contract Document, FPSB India s interpretation of the clauses shall be final and binding on all parties. CONDITIONAL TENDERS Hypothetical, ambiguous or Conditional tenders shall be summarily rejected. AWARD OF WORK The work will be awarded to the successful Bidder after complete verification. The successful Bidder has to sign an agreement with FPSB India based on the tender terms and conditions. SCOPE OF THE WORK AND SPECIFICATIONS The Courseware would be developed for each of the six modules, ensuring adequate and qualitative coverage of the exam syllabus which has been outlined on FPSB India s website The Form for providing Technical and Pricing details has been included at the end of this document. The review and finalization schedule for the Courseware to be developed is given below: Details Date 1 st Review 1 st October, 2013 Page 2 of 5

3 2 nd Review 1 st December, rd Review 1 st February, th Review 1 st March, 2014 Final Review 15 th April 2014 DISCLAIMER The information contained in this bid document is provided on the terms and conditions set out in this document. By acceptance of this tender document, the recipient further agrees that this tender document may not be distributed, reproduced or used for any other purpose than the evaluation of Courseware development for the CFP CM certification. FPSB India does not make any representation or warranty expressed or implied, as to the accuracy, authenticity, timeliness and/or completeness of the information contained in this tender document. Each Bidder should, therefore, conduct its own investigations and analysis and should check the accuracy, adequacy, correctness, reliability and completeness of the assumptions, assessments, statements and information contained in this tender document. FPSB India also accepts no liability of any nature whether resulting from negligence or otherwise howsoever caused arising from reliance of any Bidder upon the statements contained in this tender document. FPSB India may in their absolute discretion, but without being under any obligation to do so, update, amend or supplement the information, assessment or assumptions contained in this tender document. The issue of this tender document does not imply that FPSB India is bound to select a Bidder and FPSB India reserves the right to reject all or any of the Bidders or Bids without assigning any reason whatsoever. Page 3 of 5

4 I. ORGANIZATION DETAILS: 1 Name of the Organization 2 Type of Organization (e.g. Company, Publishing House, Individual SMEs, Firms, etc.) (attach incorporation document) 3 Addresses of Principal Office (ideally registered office) 4 Principal Coordinator (attach profile) APPLICATION FOR COURSEWARE DEVELOPMENT II. DOMAIN EXPERIENCE: 1 Previous projects of similar nature undertaken (attach list and testimonials, if any) 2 Domain expertise details of the Entity (attach preferably an Annexure) 3 Size of the Team of Content Developers, Subject Matter Experts (SMEs), Editorial Team 4 Average experience (number of years) of Editorial Team 5 Brief profile of Content Developers, SMEs and Editorial Team III. PRICING STRUCTURE: 1 Net Amount Quoted for Courseware Delivery 2 Basis of Costing to arrive at Net Amount (e.g. man days, lump sum, etc.) 3 Module-wise break-up of Price Quoted 4 Details of payment installments (advance as well as retained amount post-project) Page 4 of 5

5 IV. TIMELINES FOR PROJECT DELIVERY: 1 Total Time Required for Content Development 2 Module-wise break-up of time required for Content Development Page 5 of 5