For Information, Issuance and Submission of EOI, please contact as follows:

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1 TERMS OF REFERENCES (TORs) TECHNICAL BID FORM for Pre-qualification of Software House(s) / Software Engineering Company(s) For Revamping of ICMAP Website & Development of Mobile Application Name of Software House(s) / Engineering Company (s) Address : Contact No. : Advertisement Ref. : Received by : Issued on : Issued by (Institute s Officer) : : For Information, Issuance and Submission of EOI, please contact as follows: Director Administration & HR Institute of Cost and Management Accountants of Pakistan ICMA Pakistan s Building, ST-18/C, ICMAP Avenue, Block 6, Gulshan-e-Iqbal, Karachi. Tel: (92-21) ; Fax: (92-21) admin@icmap.com.pk; General Instructions: 1) Acknowledgement of submission of tender documents must be sought through personal or . 2) Deadline of submission of Technical & Financial Documents is April 11, 2016 at 3:00 pm and tender will be open on the same day & date at 3:30 pm.

2 Brief Introduction of the Bidding Organization Sr. Factors Description 1 Name of the Software House / Software Engineering Company : 2 Date of Establishment : 3 Corporate Status (Proprietor / Partnership / Pvt. Ltd. / Ltd.) : 4 Company Registration No. 5 N.T.N No. : 6 G.S.T No. : 7 Name of Owner / Proprietor / MD / CE : 8 CNIC No. : 9 Mailing Address (Registered and Operational Offices) : 10 Contact / Cell No(s). : 11 Fax No(s). 12 Address(es) : 13 Bank Name & Account No. (for which statement is enclosed) : Company s Stamp Signature

3 Table of Contents Sr. Description Page 1 Brief Introduction of the Bidding Organization 2 2 Introduction of ICMA Pakistan 4 3 Tender Advertisement (published at ICMAP & PPRA Website) 4 4 Evaluation Process 5 5 Technical Evaluation Documentation Requirement Tentative Infrastructure Plan 8 7 Technical Bid Form Works / Projects 9 8 Technical Bid Form Clients 10 9 Technical Bid Form Technical Staffs Technical Bid Form Banks Technical Bid Form Project Phases (Steps/ Timelines) Terms & Conditions 15-16

4 Introduction about ICMA Pakistan 1951 with the objective to regulate and promote the profession of Management Accounting in Pakistan. By virtue of the authority vested in by the Act and Regulations, the Institute has been entrusted with the responsibility to provide education, examine competencies and confer internationally recognized post-graduate professional certification. After qualifying and fulfilling prescribed requirement of membership, the Institute awards designations i.e., Associate Cost and Management Accountant (ACMA) and Fellow Cost and Management Accountant (FCMA). The Institute is chartered under Cost and Management Accountants Act No. XIV of 1966 of the Parliament of Pakistan and its activities are governed under Cost and Management Accountants Regulations The Institute s Vision is To be the Preference in Value Optimization for Business. ; Mission is To develop Business Leaders through imparting quality education and training in financial and non-financial areas to bring value-addition in the economy and Core Values are (i) Competence; (ii) Innovation; (iii) Ethics; (iv) Transparency and (v) Professionalism Presently, Institute has more than 5,000 members. These members are serving on senior management positions such as CEOs, CFOs, COOs, CIAs, Company Secretaries, Financial Analysts, Public Practitioners, Management Consultants, etc, hence making significant contributions towards business growth and economic development. The Institute, currently, has over 15,000 students, more than 200 faculty members, over 260 employees, 07 regional and 11 education campuses. The Institute is providing Education, conducting Examinations, organizing Corporate Trainings, holding CPD Programs, undertaking Research work and engaged in Publications. In addition to this, the Institute is also actively involved in providing technical support to the Ministry of Finance, Ministry of Commerce, Planning Commission, Securities and Exchange Commission of Pakistan, State Bank of Pakistan, Federal Board of Revenue, Accountant General of Pakistan Revenues, Auditor General of Pakistan, Competition Commission of Pakistan, other ministries, regulators and policy making organizations. In view of above, the Institute seeks Sealed Technical & Financial Bids from reputed Software House(s) / Software Engineering Companies for Revamping of ICMAP Website and Development of Mobile Applications. Tender Advertisement

5 Evaluation & Flow of Process EOI Advertisement Upload at Website of PPRA & ICMAP Receiving prescribed EOI Documents from ICMAP Website Opening of Technical Bids in front of present bidders Opening of Financial Bids in front of Technically Qualified Bidders Letter of Intend Finalization of Terms & Conditions, Timelines, Schedule of Payments and other details with successful Bidder Approval of Competent Authority Comparative Statement of Technical & Financial (Internal Working) Mobilization Advance and/or Performance Gurantee (if any) Signing Contract with Selected Bidder Commencement of Work Facilitation, Monitoring, Quality Assurance, Payments, etc as per Terms & Conditions of Contract Completion of Job and Final Settlement (as per terms) Completion of Project Evaluation Weightage Technical : 60% Financial : 40%

6 (i) Technical Evaluation Documentation Requirement Following documents are required and would be used for Technical Evaluation: Covering Letter; (ii) Complete Profile / Introduction of Organization (including name of Chief Executive, Technical Head, Head of Finance and Head of HR); (iii) Financial Soundness Proof (Bank Reference or Bank Statement or Audited Report / Accounts); (iv) Copy of valid NTN Certificate; (v) Copy of Company Registration Certificate; (vi) Copy of valid M/ship of Pakistan Software Houses Association; (vii) Copy of valid Sales Tax Registration Certificate (viii) Proof of financial strength. Documents required on prescribed format (Annexure) (ix) List of major similar projects completed / executed in last 5 years with copies of Certificate of Completion ; (x) List of major Clients with Contact Person (regular and occasional); (xi) Details of Technical Staff; (xii) Name of Banks. (xiii) Project Phases (steps) along with Timeline. I / we hereby confirm that required documents are provided with the EOI / proposal. Company s Stamp Signature

7 Technical Evaluation Criteria Sr. # Evaluation Factor Criteria & Grading Points Information Criteria Max Pts 1 Date of Establishment, Corporate Yes 5 No 0 Disclosure & Evidence 05 Status & Registration Certificate 2 Address, Contact No. & Yes 5 No 0 Disclosure & Evidence 05 3 NTN / Income Tax / Sales Tax Not Provide: 0 Disclosure & Evidence 05 Certificate NTN 1, NTN/IT: 3; NTN/IT/ST: 5 Points Obtained 4 List of banks 5 or More than 5 = 10; Less than 5 = 5; Not provided = 0 5 Locations of Bidders Main Office / Head Office and Sub Office 6 Membership of Pakistan Software Houses Association 7 Experience of Developed / Deployed the Content Management System (CMS) 8 Experience of Developed Number of E-commerce Sites 9 Experience of Developed Number of Mobile Applications (Mobile Apps) 10 Experience of Developed Number of Website of Educational Institute 11 Qualified Technical Staff (Software Engineers / Designer) on Payroll 12 Years of Service (At-Least 05 Years) 13 No of Major Projects / Websites (Last 5 years) 14 Projects of Similar Nature (Educational) Disclosure & Evidence 10 If Head Office in Karachi = 10; If Head Office Out-side Karachi = 5; If Only One Office = 03; If One Office is not own = 0 Review of Documents 10 Yes: 5; No: 0 Disclosure & Evidence 05 One (01) Point against each Development Disclosure & Evidence 05 One (01) Point against each Development Disclosure & Evidence 10 One (01) Point against each Development Disclosure & Evidence 10 One (01) Point against each Development Disclosure & Evidence 10 One (01) Point against each Staff Disclosure & Evidence 10 One (01) Point against each Year Review of Documents 05 More than 25 Projects = 10; 15 Projects = 06; 10 Projects = 05; 5 Projects = 04; Upto 3 Projects = 02; Less than 3 Projects = 0 More than 10 Projects = 10; between 5-9 Projects = 07, Less than 05 projects = 04 Less than 03 = 0 Review of Documents 10 Based on Review of Project List / 15 List of Major Clients More than 20 Clients = 10; Clients = 08; Clients = 06; Clients = 04; Less than 06 Clients = 02 Review of Documents Client Stature Subjective with Max 10 & Min 0 based on Review of Clientele 10 List 17 Local Affiliation Yes 5 No 0 Review of Documents Achievement Awards Yes 10 No 0 Review of Documents Outstanding Completion Certificate More than 10 = 10 Review of Documents Certificates = 5; Less than 5 Certificates = 2 20 Clarity of Work Schedule / Phases Very Clear: 10; Somehow Clear = 5 Unclear = 0 Based on Review of Work Schedule Grand Total Company s Stamp Signature

8 Objective: Software Plan The Institute is looking for the services of an I.T firm having experience in website designing / application development to completely migration / revamp the institute website. The re-designed website should be responsive having professional theme, more informative, easy to navigate, improved graphical user interface, secure and easy to search contents. Scope of Project: Divided into two phases (Contract will be awarded separately): Phase 1 : Migration / Revamping of Website to New Professional Theme: Phase 2 : Development of Mobile Application to support Android/iPhone/Windows Migration of Website to New Professional Theme: Sample mock up of Institute Web site is developed in-house and available on following link: URL: 1. After review of Sample Website, submit 02 Mock ups (01 optimize design of sample Mock up and 01 proposed Mock up). 2. Develop standard structure of responsive design of approved Mock up. 3. Migrating of existing website static & dynamic pages to new responsive design. 4. Platform / Technology used: ASP.Net, C#, JS, JQuery, Ajax, HTML5, CSS3, Bootstrap Browser Support: Cross browser compatibility with all major browsers. (i.e. IE 9 or above, Chrome, Firefox, Safari) Estimated Timeline: Completion of Project : April 30, 2016 (20 days after award of Contract) Launching of Beta Version : May 05, 2016 (05 days after completion of Project) Go Live : May 10, 2016 (05 days Launching of Beta Version) Development of Mobile Application to support Android/iPhone/Windows: Mobile user can get category wise notification on their Mobile / Cell Phone / Similar Device by fetching information from Institute Web Server. Information will be available in online and offline mode and readable through Mobile Apps. App will be hosted on iphone, Android, Windows store by creating Institute Account by the I.T Firm. Estimated Timeline: Completion of Project : May 30, 2016 (20 days after award of Contract) Launching of Beta Version : June 05, 2016 (05 days after award of Project) Go Live : June 10, 2016 (05 days after Launching of Beta Version Contract) Company s Stamp Signature

9 List of major Projects Completed In last 5 years TECHNICAL BID FORM PROJECTS Sr. Clients / Organization Descriptive Nature of Consultancy Place / City Overall Approx. Cost of Project Duration Completion Year Use extra sheet in the same format if required. Company s Stamp Signature

10 TECHNICAL BID FORM CLIENTS List of major Clients with Contact Person Sr. Clients / Organization Served Concerned Officer(s) of Client / Organization Contact / Cell No. Use extra sheet in the same format if required. Company s Stamp Signature

11 TECHNICAL BID FORM TECHNICAL STAFF Details of Technical Staff Sr. Name Designation Area of Experience Qualification Years of Experience Use extra sheet in the same format if required. Company s Stamp Signature

12 TECHNICAL BID FORM BANKS List of major Banks with Contact Person Sr. Name of Bank Branch City Operational Duration Use extra sheet in the same format if required. Company s Stamp Signature

13 TECHNICAL BID FORM STEPS / TIMELINE For Website Migration Phase 1 Project Phases (steps) along with Timeline Sr. Task / Job Phase(s) / Step(s) Time Required / Duration 1 Conditionality (if any) Use extra sheet in the same format if required. Company s Stamp Signature

14 TECHNICAL BID FORM STEPS / TIMELINE For Mobile Application Phase 2 Project Phases (steps) along with Timeline Sr. Task / Job Phase(s) / Step(s) Time Required / Duration 1 Conditionality (if any) Use extra sheet in the same format if required. Company s Stamp Signature

15 Institute of Cost and Management Accountants of Pakistan Administration Department, Head Office Terms & Conditions General Technical Pre-Qualification Requirements: 1. Once the website has been completed and accepted by institute, the website design and all of its contents, software (with source code) and architecture become the property of institute; 2. All source code is the property of institute and will remain in institute premises; 3. Working on dynamic pages to be done at Institute premises by deputing resource; Other Terms: 4. Firm must provide the following information in their proposals. The Institute reserves the rights to request additional clarifying information from prospective firm in addition to that included in the proposal submissions; 5. Provide the list of some websites links; 6. The participating organization should have relevant expertise and consulting experience; 7. The participation organization should have expertise to internally develop required interior designs professionally; 8. The organization should have its own team of professionals / Under One Roof Working Environment; 9. The organization should have at-least 5-years of professional experience in above-mentioned areas for working with reputable clients; 10. Mobilization Advance Guarantee - The selected Bidder will be required to submit 10% Performance Guarantee Bond of minimum AA Rated Bank will be required (If deemed required); 11. EOI should be submitted on ICMA Pakistan s prescribed format with stamp of the organization otherwise will be rejected; 12. The participating organization shall meet documentation requirement for Technical Evaluation; 13. Quotation / rates should be valid for three months from the date of opening of quotation and Institute will not be liable to amend work order due to any impact on inflationary impact on cost of assignments; 14. The quote / rates shall be inclusive of all taxes levied at that time and also any other taxes including GST if applicable that levied in future too, or time to time; 15. Incomplete / Conditional Tender / proposal or those received after deadline date and time will not be entertained; 16. To participate in Tender, it is necessary to meet above technical pre-qualification requirements; 17. The payment invoice including running invoices will be processed after completion / part-completion of work and its satisfaction certificate by concerned department / officer or otherwise it shall be specified in Financial Bid in accordance with agreement to be signed; 18. The payment will be made within 20 days after submission of invoice and receiving satisfaction certificate; 19. On completion of assignment, the selected organization will submit a letter of completion for the Institute s management to inspect to its satisfaction level and to issue completion certificate; 20. Selected bidder will be required to cooperate with the Institute to complete the assignment and sub-tasks within required days from the date of issuance of work order or any specified time mentioned in work order or to be specified from time to time with mutual consent to avoid penalty; 21. In case of Tax exemption, tax exemption certificate will be required along with Invoice; 22. EOI s documents with all requisite information shall be submitted on the prescribed format in sealed envelope marked as Technical Bid & Financial Bid to be submitted to addresses mentioned on title page; 23. The Terms of References (TORs) can be obtained during office timings between March 26, 2016 and April 11, 2016 from addresses/offices mentioned on title page;

16 24. The Terms of References (TORs) will be submitted by 3:00 pm on April 11, 2016 at the office addresses mentioned on title page. EOI submitted after deadline date and timings will not be considered; 25. The EOIs will be opened at 3:30 pm on April 11, 2016 (as per PPRA Rule # 28) at ICMA Pakistan Head Office at Karachi connected through video link at Lahore and Islamabad Campuses in front of present bidders or their authorized representatives; 26. Incomplete, incorrect or false information, if found now or later stage, will result in immediate rejection before or during or 27. ICMAP reserves the right to accept or reject any or all EOIs / proposal on the basis of technical grounds or any other reason(s) without any prior information to participants / bidders; Company s Stamp Signature

17 TERMS OF REFERENCES (TORs) FINANCIAL BID FORM for Pre-qualification of Software House(s) / Software Engineering Company(s) For Revamping of ICMAP Website & Development of Mobile Application Name of Software House(s) / Engineering Company (s) Address : Contact No. : Advertisement Ref. : Received by : Issued on : Issued by (Institute s Officer) : : For Information, Issuance and Submission of EOI, please contact as follows: Director Administration & HR Institute of Cost and Management Accountants of Pakistan ICMA Pakistan s Building, ST-18/C, ICMAP Avenue, Block 6, Gulshan-e-Iqbal, Karachi. Tel: (92-21) ; Fax: (92-21) admin@icmap.com.pk; General Instructions: 1. Acknowledgement of submission of tender documents must be sought through personal or Deadline of submission of Technical & Financial Documents is April 11, 2016 at 3:00 pm and tender will be open on the same day & date at 3:30 pm.

18 FINANCIAL BID FORM Director Administration & HR Head Office Building, ST-18/C, ICMAP Avenue, Block-6, Gulshan-e-Iqbal, Karachi. For Revamping of ICMAP Website & Development of Mobile Application Sr. Description Qty. / Freq. / Hrs. Rate Amount (A) Migration of Website to New Professional Theme 1 After review of sample website submit 02 Mock ups (01 optimize design of sample Mock up and 01 proposed Mock up) 2 Develop standard structure of responsive design of approved Mock up 3 Migrating of existing website static & dynamic pages to new responsive design. 4 Platform technology used : ASP.Net, C#, JS, JQuery, Ajax, HTML5, CSS3, Bootstrap Browser Support: Cross browser compatibility with all major browsers. (i.e. IE 9 or above, Chrome, Firefox, Safari) (B) Development of Mobile Application to Support Android / iphone / Windows: 1 Mobile user can get category wise notification on Mobile by fetching information from ICMAP 2 Information will be online & Offline Mode and readable through Mobile 3 App will be hosted on iphone/android/window store by creating Institute Account Other Terms (if any) : Company s Stamp Signature