Appendix 2
TECHNICAL BID FORM
CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM
FOR USE BY THE DEVELOPMENT FOUNDATION OF ARMENIA (DFA)
______
(Date)
To: Asian Development Bank
6 ADB Avenue, Mandaluyong City
1550 Metro Manila, Philippines
Gentlemen and/or Ladies:
We, the undersigned, declare that:
(a) We have examined and have no reservations to the Bidding Documents;
(b) We have examined and have no reservations to the General Conditions of Contract;
(c) We understand and agree to be bound by ADB’s Anticorruption and Integrity Policy;
(d) We offer to provide the Services in conformity with the Bidding Documents;
(e) Our Bid shall be valid for a period of ninety (90) days from the date fixed for the submission deadline in accordance with the Bidding Documents, and it shall remain binding upon us and may be accepted at any time before the expiration of that period;
(f) We confirm that we are financially qualified and compliant to bid for this project in accordance with the minimum requirements for qualification of bidders for this project;
(g) If my/our Bid is accepted, I/we undertake within 10 calendar days from the date we receive the Letter of Acceptance of Bid to deposit with you a guarantee of a bank by way of a Performance Bond in the form attached to the Contract in the sum equivalent to 100% of the Contract Price as security for the due and faithful performance of my/our obligations under the Contract. This guarantee shall be valid for not less than 30 days after the expiry of the Contract, or until you take it over in accordance with the Contract;
(h) We are not participating, as Bidders, in more than one Bid in this bidding process in accordance with the Bidding Documents;
(i) Our firm, its affiliates or subsidiaries, including any subcontractors or suppliers for any part of the Contract, has not been declared ineligible by the ADB;
(j) We understand that this Bid, together with your written acceptance thereof included in your Letter of Acceptance of Bid, shall constitute a binding contract between us, until a formal Contract is prepared and executed.
(k) We understand that you are not bound to accept the lowest bid or any other bid that you may receive.
Very truly yours,
______
(Name and Signature of Authorized Officer)
______
(Designation of Authorized Officer)
______
(Name of Bidder/Company)
______
(Business Address)
______
(Telephone Number / Facsimile Number)
______
(Email Address)
Appendix 3
TECHNICAL BID PROPOSAL/RESPONSE TEMPLATE
CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM
FOR USE BY THE DEVELOPMENT FOUNDATION OF ARMENIA (DFA)
______
(Date)
To: Asian Development Bank
6 ADB Avenue
Mandaluyong City
1550 Metro Manila, Philippines
Gentlemen and/or Ladies:
This Technical Bid Requirement forms part of our bid for the above-mentioned project, and
complements and supplements our bid price offer for the same.
(Note to Bidder: Indicate “YES” if you can meet the requirement; “NO” if you cannot. If left
blank, response will be considered as “NO”. Attach documents to
substantiate your responses as applicable.)
Particulars/Criteria(For details, refer to Appendix 4 - Technical Evaluation Criteria.) / Please indicate “YES” if you can meet this requirement; “NO” if you cannot. / Document
required / Document submitted / No. of pages
(no less than 11 point font)
1. Presence in Region / Outline office locations and types of resources available in those locations.
2. Formal partnerships and alliances with product vendors / Formal certificates or proof of alliance.
3. Industry Experience / Outline of client experience in similar industries with a specific focus on CRM for government as outlined in the SOW.
Particulars/Criteria
(For details, refer to Appendix 4 - Technical Evaluation Criteria.) / Please indicate “YES” if you can meet this requirement; “NO” if you cannot. / Document
required / Document submitted / No. of pages
(no less than 11 point font)
4. Relationship Management / Organizational chart and outline of responsibilities including hierarchy and authorization (sign off authority) points.
5. Capability/ Industry Compliance Certifications
(MANDATORY CRITERIA) / CMMI Certificate.
6. Organization Structure / Structure of project. Vendor and DFA/ADB.
7. Project plan with mobilization plan / Complete project plan with description of phases, deliverables as per SOW, and milestones. Location of work done should be clearly outlined.
8. Resources plan / Clear resource plan required with confirmation of availability of relevant resources in appropriate locations. How long will it take to start work and why.
9. Language ability of resources
(MANDATORY CRITERIA) / Outline resource role and language ability.
Particulars/Criteria
(For details, refer to Appendix 4 - Technical Evaluation Criteria.) / Please indicate “YES” if you can meet this requirement; “NO” if you cannot. / Document
required / Document submitted / No. of pages
(no less than 11 point font)
10. Project Manager / Examples of at least 1 CV of relevant resource who would be available for this engagement.
11. Knowledge Transfer (post 'go-live') / Full knowledge transfer plan, including full training plan for different levels of users. Clearly identify what knowledge/training documentation will be provided.
12. Previous relevant projects / Outline of client experience of no more than 3 similar projects with clear scope, timeline and results. Must be relevant.
13. Understanding of immediate need and method of delivery / Summary of understanding of engagement, this may be presented in an executive summary. Adherence to RFP and presentation guidelines.
14. Project Management Discipline / Methodology / Internal methodology and processes including conflict resolution methodology.
15. Technology Change Management Discipline / Internal methodology, include processes and sign off authority level/roles.
Particulars/Criteria
(For details, refer to Appendix 4 - Technical Evaluation Criteria.) / Please indicate “YES” if you can meet this requirement; “NO” if you cannot. / Document
required / Document submitted / No. of pages
(no less than 11 point font)
16. Technical Support
(MANDATORY CRITERIA) / Description of channels available to client for reporting issues and inquiries. Provide proposed service level agreements for answering inquiries and resolution of issues.
17. Disaster Mitigation / Provide evidence of plans and proof of validation.
18. IT Security / Evidence of passing independent security reviews conducted to industry standards, and retaining these certifications such as, but not limited to, ISO 27001, SSAE 16, or similar third party assessments. Evidence of a malicious file protection capability that will prevent, detect or contain cyberattacks or threats in all communications and files. Confirmation that a list of user accounts in the cloud system will be available periodically or on-demand for user access re-certification, which ensures that user access rights remain appropriate and obsolete user accounts have been removed from the systems.
Particulars/Criteria
(For details, refer to Appendix 4 - Technical Evaluation Criteria.) / Please indicate “YES” if you can meet this requirement; “NO” if you cannot. / Document
required / Document submitted / No. of pages
(no less than 11 point font)
19. Location of Data / List of countries where data servers will be located.
Very truly yours,
______
(Name and Signature of Authorized Officer)
______
(Designation of Authorized Officer)
______
(Name of Bidder/Company)
______
(Business Address)
______
(Telephone Number/Facsimile Number/Email Address)
Appendix 5
FINANCIAL BID FORM
CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM
FOR USE BY THE DEVELOPMENT FOUNDATION OF ARMENIA (DFA)
______(Date)
To: Asian Development Bank
6 ADB Avenue, Mandaluyong City
1550 Metro Manila, Philippines
Gentlemen and/or Ladies:
1. Having examined the Bidding Documents for the above project, I/We, the undersigned, offer to execute and complete the Services as described in and in conformity with the said Bidding Documents at the following Contract Prices:
DESCRIPTION / PRICEA. Subscription / License Fee *
Year 1 Fee
Year 2 Fee
Year 3 Fee
Year 4 Fee
Year 5 Fee
B. Training (on-site)
C. Implementation Services
* ADB at its discretion may opt to award a Contract for a period of one year or more up to a maximum of five years.
2. I/We undertake, if my/our Bid is accepted, to commence the Services by ______, in accordance with the Contract.
3. I/We agree to abide by this Bid for the period of ninety (90) calendar days from the final date fixed for receiving the same, and it shall remain binding upon myself/us and may be accepted at any time before the expiration of that period.
4. If my/our Bid is accepted, I/we confirm that the rates submitted by myself/us in my/our Bid will be fixed and binding upon myself/us for the whole duration of the Contract in accordance with the said Conditions.
5. If my/our Bid is accepted, I/we undertake within 10 calendar days from the date we receive the Letter of Acceptance of Bid to deposit with you a guarantee of a bank by way of a Performance Bond in the form attached to the Contract in the sum of ______(100% of the Contract Price) (______) as security for the due and faithful performance of my/our obligations under the Contract. This guarantee shall be valid for not less than 30 days after the expiry of the Contract, or until you take it over in accordance with the Contract.
6. Unless and until a formal Contract is prepared and executed, this Bid, together with your written acceptance thereof, shall constitute a binding Contract between myself/us.
7. I/We understand that you are not bound to accept this Bid or any other Bids, which you may receive.
8. Commissions or gratuities, if any, paid or to be paid by myself/us to agents relating to this Bid, and to Contract execution if we are awarded the Contract, are listed below:
Name and Address of Agent / Amount and Currency / Purpose of Commission or Gratuities______
______
______/ ______
______
______/ ______
______
______
(if none, state “none”)
Very truly yours,
______
(Name and Signature of Authorized Officer)
______
(Designation of Authorized Officer)
______
(Name of Bidder/Company)
______
(Business Address)
______
(Telephone No. / Facsimile No./E-mail Address)
Appendix 6
FORM OF SECRETARY’S CERTIFICATE
SECRETARY’S CERTIFICATE
I, (name of corporate secretary), being the Corporate Secretary of (name of the company of bidder), hereinafter referred to as the “Corporation”, a corporation organized under the laws of the ______, with office address at (complete address of the company), do hereby certify, that the following resolution was unanimously approved in a meeting of the Board of Directors of Corporation held on (date of the meeting) at its principal office, to wit:
Board Resolution No. _____ Series of _____
RESOLVED, the (name of company) be, as it hereby is hereby, authorized to participate in the bidding for CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM FOR USE BY THE DEVELOPMENT FOUNDATION OF ARMENIA (DFA), and in connection therewith the Corporation hereby appoints (name and designation of authorized person – same person who will sign the conforme below) as the duly authorized and designated representative of (name of company), who is granted full power and authority to do, execute and perform any and all acts necessary and/or to represent the Corporation in the bidding.
The above resolution in now in full force and effect and that as of this date, no changes or amendments thereon have been made.
IN WITNESS WHEREOF, I have hereunto affixed my signature this (date) at (place).
Signature
(Name of corporate secretary)
Corporate Secretary
CONFORME:
Signature
(Name of authorized person)
Designation:
Company:
SUBSCRIBED AND SWORN to before me this ______, affiant exhibiting to be her/his Community Tax Certificate Number ______issued on ______at ______.
Doc. No. _____;
Page No. _____; SEAL AND SIGNATURE
Book No. _____; NOTARY PUBLIC
Series of ______
Appendix 7
BID SECURING DECLARATION FORM
CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM
FOR USE BY THE DEVELOPMENT FOUNDATION OF ARMENIA (DFA)
______
(Date)
To: Asian Development Bank
6 ADB Avenue, Mandaluyong City
1550 Metro Manila, Philippines
Gentlemen and/or Ladies:
I, ______(Name of Authorized Officer)______, as the duly authorized representative of ______(Name of Company)______, hereby declare as follows:
1. That we are submitting a Bid for the CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM FOR USE BY THE DEVELOPMENT FOUNDATION OF ARMENIA (DFA);
2. That we shall not withdraw or modify our Bid after the closing time for submission of bids and before the end of the period of validity of Bid;
3. That we shall not influence ADB in its evaluation, comparison or Contract award decisions;
4. That within the stipulated number of days from the date ADB notifies us that we are the successful bidder, we shall execute a Contract with ADB and submit a Performance Bond in favor of ADB as indicated in the Letter of Acceptance of Bid; and
5. That in the event that we violate the preceding paragraphs 2, 3 and 4, we understand and accept that we shall be disqualified from bidding in any or all future contracts with ADB.
Sincerely,
______
(Name and Signature of Authorized Officer)
______
(Designation of Authorized Officer)
______
(Name of Bidder/Company)
______
(Business Addre
Appendix 8
CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM
FOR USE BY THE DEVELOPMENT FOUNDATION OF ARMENIA (DFA)
FORM VI
Financial Data
A copy of the joint venture agreement must be attached to Form VI. In case the joint venture agreement is not acceptable to ADB, the joint venture may be requested to modify the agreement accordingly. Failure to submit a modified joint venture agreement within 21 days upon receipt by the Applicant of the request for modification will disqualify the Applicant for further consideration.
Names of all Partners of a Joint Venture1. Lead Partner
2. Partner
3. Partner
4. Partner
5. Partner
6. Partner
Total value of annual sales turnover, in terms of items/work billed to clients, in US$ equivalent, converted at the rate of exchange at the end of the period reported.
Annual Turnover Data for the Last Three Years (US$ Equivalent)Partner / Year 1 / Year 2 / Year 3
1. Lead Partner
2. Partner
3. Partner
4. Partner
5. Partner
6. Partner
Totals
Appendix 10
FORM OF PERFORMANCE BOND
(from Contractor’s Bank)
To: ASIAN DEVELOPMENT BANK
6 ADB Avenue, Mandaluyong City
1550 Metro Manila, Philippines
Gentlemen and/or Ladies: