IDBI BANK. REQUEST FOR PROPOSAL FOR DOCUMENT MANAGEMENT SYSTEM (RFP / Bid reference no: IDBI/APP/ /001 Issued on )

Transcription

1 IDBI BANK REQUEST FOR PROPOSAL FOR DOCUMENT MANAGEMENT SYSTEM (RFP / Bid reference no: IDBI/APP/ /001 Issued on ) 2 nd Corrigendum to the captioned RFP Sr. Section. 1 Section 1 3-Eligibility Criteria / Preliminary Examination 2 Section 1 3-Eligibility Criteria / Preliminary Examination RFP Clause. Existing Clause Revised Clause 8 Clause 3(e ) Bidder should have implemented end to end comprehensive Document Management Solution in at least 2 banks in India out of which at least one bank should be a public sector bank Bidder should have implemented end to end comprehensive Document Management Solution at least 2 institutions in the BFSI sector, of which one should be a PSU bank in India for scan based account opening process. The Proposed DMS application should have been implemented at least in one PSU Bank for Scan based account opening process. 8 Clause 3(k) (New Addition) OEM can quote through a bidder who should meet all eligibility criteria mention in the RFP except in respect of DMS application, which OEM should meet. However, both should not participate in the RFP as a bidder, in which case both will be disqualified and their offers will be rejected summarily by IDBI BANK LTD. 3 Section 3 Instruction to 17 Clause 9 (1)(ii) Both the envelopes carrying Technical Bid (envelope A) and Financial Bid (envelope B) should then be put in a single outer cover sealed. Both the envelopes carrying Technical Bid (envelope A) and Financial Bid (envelope B) should then be put in a single outer cover sealed. The cover should read " Bid for

2 Sr. Section. RFP Clause. Existing Clause Revised Clause Bidders The cover should read " Bid for Scan Based Account Opening Process for IDBI Bank" and a statement "do not open before , 3.30 p.m. Document Management System for IDBI Bank" and a statement ". 4 Section 3 Instructions to Bidders 22 Clause 19(d) The Technical Bid / Scope of the Work submitted by the Bidder will be evaluated based on the terms and conditions of the RFP. Detailed technical evaluation will include, scrutiny of company profile (as mentioned in Section 8, Part 1) and technical information submitted as per format (Annexure 1), proposed software/service solution, system demonstration of proposed solution, reference calls and site visits. The Bidder may highlight the noteworthy/superior features of their solution. The bidder will demonstrate/substantiate all or a few of the claims made in the technical bid to the satisfaction of the Bank, the capability of the solution to support all the required functionalities at their cost in their lab/office/in any other organization where The Technical Bid / Scope of the Work submitted by the Bidder will be evaluated based on the terms and conditions of the RFP. Detailed technical evaluation will include, scrutiny of company profile (as mentioned in Section 8, Part 1) and technical information submitted as per format (Annexure 1), proposed software/service solution, system demonstration of proposed solution, Proof of Concept (POC), reference calls and site visits. The Bidder may highlight the noteworthy/superior features of their solution. The bidder will demonstrate/substantiate all or a few of the claims made in the technical bid to the satisfaction of the Bank, the capability of the solution to support all the required functionalities at their cost in their lab/office/in any other organization where solution is in use. The bidder should use their own tools/utilities/simulators to demonstrate the features laid in the RFP/evaluation criteria

3 Sr. Section. RFP Clause. Existing Clause Revised Clause solution is in use. The bidder should use their own tools/utilities/simulators to demonstrate the features laid in the RFP/evaluation criteria 5 Section 3 Instructions to Bidders 22 Clause 19: Table- Point e S. 2 Credentials on past experience Implementation of the complete solution in 2 banks of which at least one Bank should be a PSU. Credentials on past experience - Implementation by the bidder of the comprehensive Document Management Solution in at least 2 institutions in the BFSI sector, of which one should be a PSU bank in India. The DMS implementation in the PSU Bank should have necessarily involved the scan based account opening process. 6 Section 3 Instructions to Bidders 23 Clause 19: Table- Point - e te The Selected Vendor is required to provide documentary evidence for each of the above criteria like P.O., Authorisation from client, Acceptance letter, self certificates etc. The Selected Vendor is required to provide documentary evidence for each of the above criteria like P.O., Authorisation from client, Acceptance letter, self certificates etc. The eligible bidders will be required to arrange and carry out Proof of Concept (POC) at his own cost. POC will cover any or all of the specified parameters as laid out in Scope of Work and Functional / Technical Specifications. The outcome of the POC will be considered for the evaluation for such points. 7 Section 3 Instructions 23 Clause 19 (f) Commercial Application Software - CORPORATE LICENCE (Please refer to Scope & requirement clauses of Cost of DMS Application Software for 3000 bank users (Please refer to Scope & requirement clauses of the RFP

4 Sr. Section. to Bidders Evaluation : S.no 1 RFP Clause. Existing Clause Revised Clause the RFP for ) for ) 8 Section 4 Terms and conditions of RFP 35 Clause 9(a ): Payment Terms a) Configuration, Customization and Implementation: Please read the heading as a) Software, Configuration, Customization and Implementation 9 Section 5 Scope of Work 56 Clause 1: (a). Xv To install, configure, test and integrate all of the various components of the DMS, including Capturing software, DMS server software and end user software, DBMS, network operating system, fax module & capability, LDAP, management reporting, workflow, printing software and any other necessary software on servers, user workstations and any other equipment. Included are the DMS production system, test/development and training systems, as required, software to facilitate Bar Code generation for documents identification To install, configure, test and integrate all of the various components of the DMS, including Capturing software, DMS server software and end user software, DBMS, network operating system, fax module & capability, LDAP, management reporting, workflow, printing software and any other necessary software on servers, user workstations and any other equipment. Included are the DMS production system, test/development and training systems, as required. 10 Section 5 Scope of Work 57 Clause 1 : (a). xxx Licensing: The Bank would procure an Enterprise/Corporate License for the DMS application. There shall not be any other restrictions like number of installations, site, processors etc. There should not be any licensing Licensing: The Bank would procure the number of licenses as referred in the RFP. There shall not be any restrictions like number of installations, site, processors etc. There should not be any licensing restriction for implementing it to all the branches, regional offices,

5 Sr. Section. RFP Clause. Existing Clause Revised Clause restriction for implementing it to all the branches, regional offices, CPUs, RPUs / Offices of the Bank. There shall not be any requirement for separate licenses for view only users, who will access the DMS repository. Bank may give access to system to all its employees for search and view facility for documents stored in the DMS repository CPUs, RPUs / Offices of the Bank. 11 Section 6 Functionality and Architectural 72 Table 2, I- Functional Specification Point 1.29 The system must enable a user, using any Microsoft based authoring tool, to save their work directly into the repository from within the Microsoft application interface. The user must also be able to profile the content while saving the file into the repository This Functionality stands deleted 12 Section 6 Functionality and Architectural 72 Table 2, I- Functional Specification Point 1.30 The system integrates with and complements Microsoft Office Tools This Functionality stands deleted 13 Section 6 Functionality 75 Table 2, II- Application Provide out-of-the-box integration with market-leading application servers and Provide out-of-the-box integration with marketleading application servers (should not be a

6 Sr. Section. RFP Clause. Existing Clause Revised Clause and Architectural Architecture Specifications, Para 8 portals. List the App Server and Portals supported freeware) and portals. List the App Server and Portals supported 14 Section 6 Functionality and Architectural 78 Table - 2 III- Technical Specifications Point 14 Capability to compare two versions so that system highlights what has changed Stands deleted. 15 Section 6 Functionality and Architectural 79 Table - 2 III- Technical Specifications Point 28 " System must provide the ability to search multi-lingual content sources ". "System must provide the ability to Support multi-lingual UI interface". 16 Section 6 Functionality and Architectural 79 Table - 2 III- Technical Specifications Point 37 System should have facility for sending messages between users across locations of IDBI. Stands deleted.

7 Sr. Section. 17 Section 7 Technical required from bidder RFP Clause. Existing Clause Revised Clause 82 Addition 29) An Undertaking from the OEM mentioning that if the bidder is not able to fulfil its obligation to support the product, OEM will ensure the support as per the contract. 30) In case, bidder is not an OEM of the proposed DMS solution, a letter from the OEM, authorizing the bidder must be provided. 18 Annexure 2 Contents and format of the Commercial Bid 105,106, 107 Annexure 2 : Contents and format of the Commercial Bid Refer to the revised Annexure 2 provided at the end of this table. All other terms and conditions, specifications, requirement etc contained in the RFP reference number: IDBI/APP/ /001 issued on remains unchanged. Place: Mumbai. Date:

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9 IDBI BANK REQUEST FOR PROPOSAL FOR DOCUMENT MANAGEMENT SYSTEM (RFP / Bid reference no: IDBI/APP/ /001 issued on ) This revised annexure form is part of Second corrigendum to the captioned RFP: ANNEXURE 2: Contents and format of Commercial bid (A) Total cost of ownership (For the purpose of evaluation) S.. Component Offer Price (INR) 1 Cost of Application Software for 3000 bank users T1 (Please refer to Scope & requirement clauses of the RFP for ) 2 Cost of workaround / customization /development/ T2 debugging/implementation/minor enhancements and one year warranty including one onsite resource. 3 Implementation at DC & DR T3 4 Any other software cost (including license cost, T4 middleware, web server, any other software etc) not included above 5 Miscellaneous Costs (Please Specify) T5 6 Cost of Annual Technical Support T6 ATS for 1 st year ATS for 2nd year ATS for 3rd year Total (T6) A B C (A+B+C) TCO (Total Cost of Ownership for evaluation) T(A) =T1+T2+T3+T4+T5+T6 Total Cost of Document Management System = Rs. < in words ( Total Cost) > only (B) Post warranty Rate for onsite resource.(for information)

10 S.. Component Offer Price (INR) Rate per annum. 1 Onsite Support after completion of warranty for 1 st year 2 Onsite Support after completion of warranty For 2nd year 3 Onsite Support after completion of warranty for 3rd year C) Additional User License cost S. Description Cost of License Amount in Figures (Rs) Amount in Words 1 User License cost (per user) Bank will procure additional user Licenses at the Cost quoted (in table C) above during Warranty & AMC period. (To be included in the commercial Proposal) Having perused the Bid Documents, the receipt of which is hereby duly acknowledged, we, the undersigned, offer our services as bidder, in conformity with the said Bid Documents at fees mentioned in the financial bid.

11 1. When works are executed wholly or in part which involves the bidder services in such cases value of such whole or partly work will be taken into consideration for the purpose of calculating the bidder fees. However, for any such works independently undertaken by Bank along with works under progress where the bidder has no direct role or responsibility such value of work will not be eligible for bidder fees. 2. In case of discrepancy between unit price and total price, the unit price shall prevail. 3. In case of discrepancy between figures and words, the amount in words shall prevail. 4. increase in costs, duties, levies, taxes, charges, etc., irrespective of reasons (including exchange rate fluctuations, etc.) whatsoever, shall be admissible during the currency of the Contract. 5. IDBI Bank Ltd reserves the Right to accept any bid, and to annul the bid process and reject all bids at any time prior to award of contract without thereby incurring any liability to the affected bidder or bidders or any obligation to inform the affected bidder or bidders of the grounds for IDBI Bank Ltd s action. 6. The cost quoted in Table A (S.no 6) above, must be valid for the entire Contract period including 1 year of warranty after successful acceptance of DMS by IDBI and 3 years of AMC / ATS after the expiry of warranty period. This is applicable for DMS as well as any third party tools / Software used integrated into the solution. 7. Any additional licences that the bank procures for DMS in the next 4 years would be at the same price as indicated in the above mentioned Table (C) S The total cost of DMS should cover (i) Supply, customization, Implementation, Training and Commissioning of DMS in Centralized Processing Unit of IDBI., (ii) The warranty period of one year from the date of acceptance of DMS and (iii) 3(three) years of AMC contract period for System Maintenance, Upgrades including anticipated system roll outs at CPU / Hubs / branches as decided by IDBI during the Contract period. 9. Cost of Third party Software / Tools quoted above should include the cost of all the third party tools /software (if any) that are mandatory requirements for the DMS to operate/run. Detailed break up of various third party tools/ software required in this regards should be provided along-with specifications/ versions and Cost for the same.

12 10. In case of decentralization of DMS Software to Hubs/ Branches/ RPUs across country, the selected vendor/bidder should install then running DMS Software at that time to any of the above locations as per the requirement of IDBI Bank Ltd. additional cost / expense will be borne by the bank. 11. The cost of AMC should be inclusive of anticipated roll out of application in other centers as and when DMS made operational in other centers across India. 12. For the above, any decision of Bank, in this behalf shall be final, conclusive and binding on Bidder / Bidder. Dated this day of 2013 Signature In the capacity of (Company Seal) Duly authorized to sign bids for and on behalf of: