Institute of Company Secretaries of India eLearning Development …€¦ · ·...

Institute of Company Secretaries of India eLearning Development

0 [Institute of Company Secretaries of India]

Request for Proposal (RFP)

For Development and Implementation of

E-Learning Solution- Learning Management System for ICSI

[On Build and Operate basis]

Cost of RFP Rs.500/-(Rupees five hundred Only)

Earnest Money Deposit Rs. 4,00,000/- (Rupees Four Lakh only)

RFP Publish Date June 17, 2016

Last date and time for Sending

(in written form) Pre-Bid Queries

June21, 2016 by 3:00 PM

Pre-Bid Meeting June23, 2016at 2:00 PM at ICSI HQ at 22, ICSI House,

Institutional Area Lodi Road, New Delhi

Last Date and Time for Submission of Bids July08, 2016 by 3:00 PM

Address for submission of Bids The Institute of Company Secretaries of India

ICSI House, 22, (IIIrd Floor: Tender Box)

Institutional Area, Lodi Road,

New Delhi-110003

Venue, Date and time of opening of

Technical Bids.

Address as above.

Date: July11, 2016 at 11:00 AM

Contact details Dr. Nikhat Khan, Director, ICSI

Tel: 0120-4082151

E-mail: [email protected]

Institute’s Website www.icsi.edu

The information contained herein is the property of the Institute of Company Secretaries of India (hereinafter “ICSI”). All rights reserved. No part of this document may be reproduced,

stored in a retrieval system or transmitted, in any form, or by any means, electronic,

mechanical, photocopying, recording, or otherwise, without prior permission, in writing by

ICSI.

mailto:[email protected]

http://www.icsi.edu/



Statement of Confidentiality

The information contained in this RFP Document or subsequently provided to Bidder(s) /

Applicants whether verbally or in documentary form by or on behalf of Institute of Company

Secretaries of India (hereinafter “ICSI”) or by any of their employees or advisors, shall be

subject to the terms and conditions set out in this RFP Document and all other terms and

conditions subject to which such information is provided. The purpose of this RFP document is

to provide the Bidder(s)/Applicants with information to assist the formulation of their

proposals. This RFP Document does not purport to contain all the information each

Bidder/Applicant may require. This RFP document may not be appropriate for all persons, and

it is not possible for the ICSI, their employees or advisors to consider the investment objectives,

financial situation and particular needs of each Bidder/Applicant who reads or uses this RFP

document. Each Bidder/Applicant should conduct its own investigations and analysis and

should check the accuracy, reliability and completeness of the information in this RFP

document and where necessary obtain independent advice from appropriate sources. ICSI, its

employees and advisors make no representation or warranty and shall incur no liability under

any law, statue, rules or regulations as to the accuracy, reliability or completeness of the RFP

document. ICSI may in their absolute discretion, but without being under any obligation to do

so, update, amend or supplement the information in this RFP Document.



E-Learning Development

Table of Contents

A. Introduction ..................................................................................................................................4

ICSI Background .................................................................................................................................4

Project Purpose .................................................................................................................................6

Objective ...........................................................................................................................................6

Target Audience .................................................................................................................................7

Project Scope .....................................................................................................................................7

Table 1 ...........................................................................................................................................8

Expected commissioning Time / Delivery Schedule ........................................................................... 24

Deliverables ..................................................................................................................................... 25

Warranty ......................................................................................................................................... 25

ATS/AMC ......................................................................................................................................... 26

Responsibilities ................................................................................................................................ 27

Responsibilities of the Vendor ...................................................................................................... 27

Responsibilities of the ICSI ............................................................................................................ 28

Joint Responsibilities of the ICSI & Vendor .................................................................................... 29

Ownership and Copyrights ............................................................................................................... 29

Bidder Experience ............................................................................................................................ 30

Eligibility Criteria for Bidders: ........................................................................................................... 30

Security Deposit ............................................................................................................................... 35

Payment Terms ................................................................................................................................ 36

Evaluation of Technical Proposals ..................................................................................................... 36

Technical Bids evaluation Criteria ..................................................................................................... 37

Public Opening and Evaluation of Commercial Bids ........................................................................... 38

Award of Contract .................................................................................... Error! Bookmark not defined.

Signing Service Level Agreement (SLA) .............................................................................................. 39

Extension of Contract: ...................................................................................................................... 39



System Acceptance .......................................................................................................................... 39

Operational Acceptance ............................................................................................................... 39

Unit Test and System integration test ........................................................................................... 39

Complete System Acceptance ....................................................................................................... 40

Project Organization ........................................................................................................................ 40

Project Reviews ............................................................................................................................... 40

Documentation ................................................................................................................................ 40

General Conditions .......................................................................................................................... 41

Liquidated Damages ......................................................................................................................... 43

Penalties .......................................................................................................................................... 43

Termination ..................................................................................................................................... 44

Force Majeure ................................................................................................................................. 44

Confidentiality ................................................................................................................................. 45

Arbitration ....................................................................................................................................... 45

B. Additional Information ................................................................................................................. 46

Part ‘A’ TECHNICAL BID .................................................................................................................... 46

Format of the Proposal Response ................................................................................................. 46

Part ‘B’ COMMERCIAL BID ................................................................................................................ 54

Declaration .................................................................................................................................. 55

ANNEXURE “A” ................................................................................................................................ 56

ANNEXURE “B” ................................................................................................................................ 58



A. Introduction

ICSI Background

The Institute of Company Secretaries of India (ICSI) is a statutory body constituted under an Act of

Parliament i.e. the Company Secretaries Act, 1980 for the regulation and development of the profession

of Company Secretaries. It is functioning under the overall administrative jurisdiction of Ministry of

Corporate Affairs, Government of India, and its Headquarters is located at “ICSI House” 22 Institutional

Area Lodi Road New Delhi-110 003.

ICSI invites bids from firms/companies for project “Providing E-Learning solution- Learning

Management System for ICSI” as per enclosed RFP document.

The project will be a completely turnkey project under which supply/provision of all the requisite

hardware (with 3 years warranty), requisite software license ,hosting, development and implementation

of the system, training, implementation, warranty (1 year after acceptance) and after warranty end to

end maintenance of the system (optional) is to be made by the vendor.

The purpose of this RFP is to invite Bids from the interested Bidders for delivery, installation,

commissioning and maintenance of "E-Learning solution- Learning Management System for ICSI"

Sealed bids are invited by the Institute of Company Secretaries of India (ICSI), located at “ICSI House”,

22, Institutional Area, Lodi Road, New Delhi-110003 for “Providing E-Learning Solution- Learning

Management System for ICSI”.The terms and conditions governing the RFP are as under:

1. The RFP document may be obtained during working hours from June 17, 2016 to July 08-,

2016 between 10.00 AM and 1.00 PMon all working days (except Saturday, Sunday & Gazette

Holidays) from the Reception counter of the Institute on payment of non-refundable RFP cost

of Rs. 500/- by Cash / Demand Draft drawn in favor of “The Institute of Company Secretaries

of India” payable at “New Delhi”. The RFP document can also be downloaded from the

website of the Institute (www.icsi.edu) for which Bidder would be required to enclose a

demand draft of Rs. 500/- as mentioned above towards the cost of the RFP document along

with their quotes, failing which the RFP shall not be entertained.

2. The bidder is required to submit the Earnest Money Deposit (EMD) of Rs 4,00,000/- (Rs.Four

Lakh only) in the form of Demand Draft/pay order drawn in favour of “THE INSTITUTE OF

COMPANY SECRETARIES OF INDIA” payable at New Delhi along with the RFP.RFP received

without the Earnest Money Deposit (EMD) shall not be entertained. The EMD to the successful

bidder shall be refunded after the receipt of the goods as per the terms of purchase order or

receipt of Performance Security whichever is earlier. The EMD to the unsuccessful bidder

should be refunded within 30 days after award of the contract / work order.

http://www.icsi.edu/



3. The EMD of the bidder shall be forfeited in the following circumstances:-

(i) the bidder withdraws his bid; (ii) the bidder does not accept the Purchase / Work Order; (iii) the bidder fails to supply goods / services as per the terms of the Tender and

Purchase / Work Order. (iv) any other justified reasons e.g. misleading or wrong information in the Bid, violation

of the terms and conditions of the tender, involvement in forming ring / cartel,

submission of multiple bids in different names etc.

4. RFP should be submitted in two separate sealed covers. First cover containing, "TECHNICAL

BID", should provide only technical details as per the requirements in this RFP along with

literature, pamphlets, drawing etc (Hard copy and soft copy in USB/CD). (Please mark the

envelope as “Envelope No. 1– TECHNICAL BID”). EMD should be submitted in Envelope No.1

along with "TECHNICAL BID". Second cover containing, "COMMERCIAL BID" should provide

only Price (Please mark the envelope as “Envelope No. 2– COMMERCIAL BID”).Both the

covers should first be sealed separately, and then both the covers should be kept in a single

sealed bigger envelop. This envelope should bear the inscription“RFP for Providing E-

Learning solution- Learning Management System for ICSI”.

The sealed Request for Proposal along with Earnest Money Deposit (EMD), duly mentioning on top left

hand corner of the sealed envelope, “RFP for Providing E-Learning solution- Learning Management

System for ICSI due on June 2016” should be addressed by name to the President and sent at the

Institute’s address given below either by registered post/speed post/or by dropping in the tender box

placed at 3rd floor of ICSI’s Headquarter & should reach on or before July 08, 2016 by 3:00 PM Address:

Address:

The President

The Institute of Company Secretaries of India

ICSI House, (3 rd Floor: Tender Box)

22, Institutional Area, Lodi Road

New Delhi-110003

The ICSI will not be responsible for any postal delays.Bid/Application received after the stipulateddate

and time shall not be entertained. Bid/ Application through e-mail is not valid. The ICSI reserves the right

to accept or reject any or all the applications without assigning any reasons, whatsoever.

Date: June 17, 2016(Dr. Sanjay Pandey)

JOINT SECRETARY



Project Purpose

The basic pedagogy of Company Secretary Course is fundamentally standing on Distance Learning Mode.

ICSI has already endeavored to impart knowledge through digital platform by way of E-Library, MOOCs,

E-book, Videos, Webcast, and E-Learning etc.

ICSI is conducting Company Sectary course and examinations for over four lakh students across the

country, with yearly addition of nearly 50 thousand students. Lot of these students belongs to remote

parts of country.

ICSI sends printed content for all these exams to students, adding 15000 pages. ICSI already has adopted

Digital learning like – E-Library, MOOCs, E-Book, and Webcast etc. With increase in number of students

and spread of these students across the country, there is high need felt for more enhanced –Self –Paced

Interactive Learning.

Time has come to switch over from

Book to e-book,

Classroom to Virtual Class room

Tacit knowledge exercise (reading only) to implicit Knowledge (interactive) exercise

Learning through Local Gurus to National Gurus

From Cities, Towns, Villages to One ICSI

Pen and paper to online assessment

The Project “E-Learning” is conceived towards that direction.

Objective

In the whole world the concept of unstructured learning activities - where there is no physical

interaction between the learner and the educator – is gaining increased acceptance both by the

education providers and the learners in view of its certain in-built advances like:

Reaching the learners in remote places

Maintaining the most optimum level of quality amongst all segments of the learners.

Reaching the students and the members who are not having the access to other organs of the Institute like Regional councils/chapters/accredited institution/study circle/study groups to meet the educational/continuing professional development requirement of the Institute.



To create ICSI’s own reservoir of knowledge

To facilitate self-education of all the students of ICSI

To enrich and further develop the subject areas

To encourage the use of library materials and services for recreation.

Preparing students for always connected, technology enabled collaborative work place to participate in projects and global discussion

Target Audience

The target audience for this solution would be students and members. The ICSIis desirous of launching

e-learning programs to reach the students and members in big cities as well as in small places in a

harmonious manner. Web based E-learning site shall initially provide self-paced, asynchronous

collaborative learning; CD/USB based learning and subsequently provide live virtual classrooms with

faculty support for students and members of the ICSI. It should have a procedure for self-evaluation

through online tests so that the students and members are able to assess themselves online. These tasks

shall be performed in accordance with the terms, conditions and specifications of the Agreement.

It may be noted that the ICSI is supplementing the existing educational delivery system to its students

and members by this online education so that it becomes an enabler to the students and members to

meet the quality of output/performance/service expected out of such students and members. These

online programs would be made available as an option to the users. The proposed online systems is not

going to replace the existing system of delivery and imparting education in any manner.

Accordingly, the academic contentshave to be developed meeting the quality, standards of the

Company Secretary course. The work demands the identification of the subject matter experts for

developing the academic contents, experts in delivery of such contents through the medium of Internet

and other experts on Learning Management Systems (LMS) in such online programs.(Content

development is out of Scope of this RFP)

Project Scope

The successful bidders/applicants (hereinafter called “Vendors” unless otherwise stated) shall be

required to perform the following tasks/activities:

Visit / interaction with ICSI’s Academic Dept., training Dept. and other training establishment to

understand the requirements related to E-Learning Solution and faculty management etc. based on the

training programs running at the training establishments and provide detailed implementation plan in

accordance to the ICSI’s objective requirement.



Vendor needs to Develop/Provide a LMS (E- Learning Platform) that should have all the mentioned

capabilities as mentioned in Table 1. The vendor must be the sole owner of the LMS provided and

should have developed/taken it from any other source.

Provide on-site and web-based training of end-users and administrators with manuals

Expected to maintain and support all the Hardware and Software provided as part of this contract.

Vendor needs to assure that the E-Learning Solution-Learning Management System is performing as

per the functionality laid in the user Manual of the E-Learning Solution. Bidder will ensure that

Purchaser is informed of the Patches being released for the Core System well in advance. The

updates/upgrades should not affect the working of the Live System.

The E-Learning Solution-Learning Management System shall be implemented based on cloud based

hosting model. The learning platform would enable stakeholders in an educational situation to improve

learning outcomes through collaboration, and sharing of knowledge and best practices. The platform

architecture should support a collaborative pedagogical model to enrich participatory learning by

offering course delivery, assessment and other learning opportunities in a community delivery mode.

Learning delivery can be designed to be either self-paced or time bound depending on the requirement.

Institute can create its own community of learners and these communities can be made more specific to

classes and sections. Further inter-institution collaboration can be facilitated through the community

structure.The learning communities should have authorization based access that protects IP (intellectual

property) of the learning content and the learner interactions. ICSI should leverage this capability to

enable stakeholders within and outside the ecosystem to interact and improve learning outcomes and

increase industry relevance

The Platform should have three main features to facilitative collaborative learning –

The Learning Management System (LMS), Multi-Stakeholder Collaboration Features, and a range of

Communication tools, all of which function in community delivery mode.

The broad indicative component suggested to be part of this system is as follows:-

Table 1

S NO Feature

A Module Catalogue/Classification

The System shall provide Catalogue(s) for staff and students to browse and select

modules in a user friendly web interface that they are interested in.

The Catalogue(s) should allow for the categorization of Modules into different

Clusters



The Catalogue(s) should allow for the categorization of the different Clusters into

one or multiple programme areas (e.g. Foundation Programmes, Professional

Development, and Continuing Education).

The Catalogue(s) should allow for the addition of new Programme

areas/clusters/modules when required.

The Catalogue(s) and Module Synopsis pages should allow for the following to be

uploaded and displayed:

Thumbnail photos

Rich Text Content (e.g. text-based description of the course and who the course is

for, hyperlinks etc.)

The System should allow all users (including public) to view the ICSI Landing

Pagewithout having to login.

The System should allow members of the public to view pre-defined Programme

Area(s) of the Module

Catalogue and the respective Module Synopsis pages without having to login.

The System should allow ICSI staff and students to view pre-defined Programme

Area(s) of the Module

Catalogue and the respective Module Synopsis pages after authentication.

The System should allow users to filter and view module catalogue offerings at the

ICSI grouped by Programme Area(s) and ICSI.

The System should allow users to click and view the module offerings under a

specific cluster (category).

The System should allow users to click on any of the module offered to view the

module synopsis.

The System should support different hierarchy structures for the modules offered.

B Enrolment

The System shall allow for the following methods of log-in / enrolment:

Pre-enrolled: These learners can log-in to access the materials under the respective



modules.

Self-enrolled: These learners can log-in and click to enroll into the modules they

want, subject to an approval process if specified.

The System should provide the mechanism to pre-enroll/de-select/de-enroll

learners in bulk.

The System shall provide for members of the public (not an existing staff / student in

the ICSI) to register for an account in the ICSI.

Self-registration by the public can be turned off if not required

The System should support an efficient manner of de-enrolling/withdrawing

learner(s) from a module

C Module Set Up

The System provide the flexibility for Contributor to define whether a module

requires the following information during set-up:·

Start/End Date and/or Evergreen (i.e. no start/end date)

Number of classes (only for modules with Start/End Date)

Number of Learners within a class

The System should support different academic calendars for the different modules.

The System shall support the upload and delivery of learning objects and learning

packages for a module.

The System shall support the display of the learning objects and learning packages

content directly online without the user having to download and open the content

separately.

Learning Objects include documents (e.g. Word, PPT, PDF,) and Videos.

Learning Packages include standard ZIP, SCORM-compliant, and IMS Common

Cartridge packages

The System shall support the embedding and playing of embedded videos without

the need for learners to download the videos.

The System should support the integration and/or reporting features of SCORM-

compliant and IMS Common Cartridge packages.



The System should provide the option to prevent the downloading of all learning

packages (including non-SCORM compliant, SCORM-compliant and IMS Common

Cartridge packages).

The System should support the handling of modules with different

variations/requirements in the Design, Development and Deployment stages of

learning sequences of learning objects, learning packages and simple polling.

A learning sequence can be linear or freely accessible.

The System should support the handling of modules with

differentvariations/requirements in the Design, Development and Deployment

stages of learning sequences of learning objects, learning packages, simple polling

and assessment (e.g. learner assignment submissions and quizzes).

A learning sequence can be linear or freely accessible.

D Access Rights and Accounts Management

The System shall support the management of user roles and access rights in

accordance with a Role-Access Mapping Matrix to be provided.

Example:

a. ICSI Administrator: Overall Administrator

b. Cluster Administrator: Administer the respective clusters

c. Contributor: Uploads module(s) including learning packages and content

d. Class Owner: Owns a class

e. Facilitator: Assists in facilitating group discussions as assigned by Class

Owner

f. Observer: Read-only role for lecturers as assigned by Class Owner

g. Learner

The System should support individual user profile/landing pages that include

information such as the Roles and access the user has and modules enrolled to.

The System shall retain data such as Student ID and Modules from learners who are

withdrawn, dismissed, deregistered or deferred from the module.



The System should also provide reports that capture the information in relation to

the above areas (data such as Student ID and Modules from learners who are

withdrawn, dismissed, deregistered or deferred from the module).

The System should allow data (as stated above) to be retained for a configurable

period of time.

The System shall allow for assignment and removal of access rights and roles to

users.

The System shall allow for user accounts to be blocked/disabled or

unblocked/enabled individually or in bulk at the module level.

The System should allow for user accounts to be blocked/disabled or

unblocked/enabled individually or in bulk at the functionality level e.g. use of

discussion forums

The System should allow for the following tasks to be performed: ·

Class Owner/Facilitator to set the locking and unlocking time period for the different

learning activities of each module for learners e.g. for freezing of the data from

further modifications or only read access for the entire module or totally blocked

from reading.

Management of the template libraries e.g. creation and deletion of standard test

and module design templates in the template library.

E Data Portability

The System should support the export of user records (e.g. enrolment information and

module completion status), learning content (e.g. learning packages, documents and

videos), quizzes (e.g. quiz questions and banks) and learners’ assignment submission for data

migration.

F Reporting and Tracking

The System should allow Usage tracking and reporting of user access on the module

catalogue (e.g. number of site visits). For example, tracking the number of learners

who have visited a certain module synopsis page.

The System should allow for ICSI Administrator and Cluster Administrator to

generate and export administrative reports.

These reports will include information such as (but not limited to):



Access Control Matrix with roles, functions, IDs and their corresponding ICSI.

Number of Modules in their respective clusters

Number of unique learners enrolled and/or completed in each module, and Student

IDs and their corresponding for a particular module

Number of unique learners for each cluster, and Student IDs

The System shall allow Contributors, Class Owners and Facilitators togenerate

Module and Class rosters withinformation such as Student IDs, DateEnrolled as

required (Module/Classcompletion where applicable).

G User Experience

The System should have a landing page with a Dashboard view for the user upon

login.

The landing page will contain information about the modules that the user has

access to, including the role (e.g. Learner/contributor/class owner/facilitator) of the

user for each module.

The System should have dynamic/responsive displays which will ensure the intended

display across all major internet browsers (Internet Explorer, Firefox, Google

Chrome, Safari etc.)

The System should have dynamic/responsive displays which will ensure the intended

display when accessed on computers and mobile devices (phones and tablets etc.).

The System should have a structure which would allow the user to be able to

navigate to a particular function and/or complete a particular task within 3-5 clicks.

The System should have quick access buttons to key functions (e.g. ‘modules

enrolled’, ‘assignments’ etc.) as defined by the administrator.

The System should allow the user to easily navigate between a hierarchical series of

hyperlinks displayed at the top of a web page, indicating the page’s position in the

overall structure of the website (i.e. what is commonly known as Breadcrumbs).

The System should automatically populate and customize the dashboard view

according to rights and permission granted, courses enrolled, user profile etc.

The System should have a 'Help ‘function to assist users to troubleshoot issues

relevant to their access rights.

The System should have facility such the user is able to book mark, map, search and



add notes to pages.

H Adaptive Release

The System should have the ability to support adaptive release through time-based

conditions by Contributors, Class Owners and Facilitators.

The System should have the ability to schedule the learning tasks of the learning

sequences based on the classes. The same learning tasks can be accessed by

learners from different classes for the same lesson on different days.

The System should also allow the scheduling of grading to be done by the

Contributor/Class Owner for the learning tasks based on the stipulated timeframe

set for the assessment task. Though this requirement will be made optional through

configuration as in some cases only seeing the video will be good .The timeframe of

seeing the video may also be maintained and may be used to clear the said training

The System should have the mechanism to monitor the progress of the learners

based on their learning tasks and milestones, and provide a view to show when the

learners have started and/or completed a particular learning task, their performance

on the learning tasks and the milestones, such as how well they have scored on a

quiz, their assessment results including contributor/class owner comments and the

learners’ current milestone for a class or module.

The System should have a display which informs the learner his/her progress

through the various phases if advanced adaptive release has been scheduled and

run.

The System should have a display which informs the Contributor/Class

Owner/Facilitator on the following if advanced adaptive release has been scheduled

and run.

Class level display of stages of progress for all learners

Progress of specific learner(s)

I Learner File Submissions

The System should provide a file submission interface for learners to submit their

work in the form of files. This interface should allow the learners to submit more

than one file for a learning task. Supported file types ( which could also be made

configurable by the administrator) could consist of (but not limited to) the following

types and formats:



Images, Audio and Video files

Documents (pdf, MS Word documents, csv, zip, java files)

Flash or html5 simulations

Executable file

Mobile applications

Application-specific files

The System should allow learners to submit their work as individuals, groups, and

class, and be assessed at the respective level/s.

The System should allow authorized users such as Contributor/Class Owner to set up

a submission window i.e. opening and closing time for submission.

The System should have options for the Contributor/Class Owner to control the start

time and end time for learners to upload their submissions for each learning task.

The System should keep track of the submission status (i.e. submitted, not

submitted), and time log of each submission by each leaner.

The System should allow the flexibility to perform single or mass downloads for the

following specific types of documents e.g. learner’s submissions or reports;

submissions from each module, class, and group.

The System should be able to tabulate a summary table on the submission summary

page that can list the respective documents that were received from each class or

module group or cohort of learners and can be differentiated by fields such as

Programme, Cluster, Module, Class, Group, Academic Year, Semester, and

Student/Staff ID.

J Communication and Collaboration

The System shall cater for a variety of basic collaborative and communication

activities which include:

1. Discussion forums

2. Announcements and Notifications

3. Blogs

4. Polling



5. Instant Messaging and synchronous online classes

The System shall have the ability for contributors, class owners and facilitators to

moderate and remove undesirable content.

The System should allow contributors, class owners and facilitators to remove

participants from the specific collaborative activities (e.g. discussion forums) but still

able to access other content in the module and class.

The System should allow contributors, class owners and facilitators to modify the

access rights of the participants for the collaboration activities, for e.g. the

contributors, class owners and facilitators can set the rights of some participants to

be only able to reply to postings but not to post new threads.

1. Discussion Forums

The System should have the ability for contributors, class owners and facilitators to

carry out various settings in Discussion Forums such as (but not limited to):

a. Open for response to the whole module;

b. Open for response to the whole class;

c. Open for response and only visible to one group

The System should have a search mechanism within the discussion forum using

search criteria such as keywords, date of post, Student IDs and identification

numbers of the topic.

2. Announcements and Notifications

1) The System should have the ability for contributors, class owners and facilitators to

create notification or announcement templates. These templates should include

advanced formatting beyond plain text e.g. inclusion of pictures, hyperlinks, tables

and text format

2) The System shall have the ability for contributors, class owners and facilitators to

send notifications and announcement to specific groups of

learners/contributors/class owners/facilitators.

3) The System shall have the ability to pre-set date and time to release the

announcements and notifications.

4) The System shall cater to one or more of (but not limited to) the following channels

for announcements and notifications:

a) Email

b) Homepage of the System

c) Module landing page

d) Class landing page



5) The System should have the ability to pre-set multiple and repeated notifications to

be sent.

6) The System should cater to one or more of (but not limited to) the following

channels for announcements and notifications:

a) Email

b) Homepage of the System

c) Module landing page

d) Class landing page

e) Instant Messaging

3. Blogs

The System should have the ability for learners to create blogs.

The System should allow learners to set the visibility of the blogs e.g. visible to all in

the Module, visible to only all in the Class, visible only to selected

learners/contributors/class owners/facilitators.

4. Polling


set up polling questions and the visibility of the poll results for each class.


save the polling questions for use in another class.

5. Instant Messaging and synchronous online classes

The System should allow real-time synchronous online chatting through instant

messaging with two or more individuals.

The System should allow all users to find other people who are currently online and

send private messages.

The System should display the current list of participants in an instant messaging

session.

The System should support the ability for users to maintain a Contact List, by

searching, adding and modifying users in the Contact List. The Contact list can be

used for the purpose of presence awareness and instant messaging.

The System should have a save feature that allows the participants to save a copy of

the chat discussion. The copy should include the date, time and ids of staff and

learners involved.

The System should enable class owners/facilitators to set up class quizzes or polling



questions for each class which are in addition to the standardized quiz set by the

Contributor. The quiz types should include multiple choice questions and fill-in-the-

blanks questions.

K Learner Management

1. Module, Classes and Group Management

The System should support authentication to generate lists of Facilitators, modules

and learners’ information. The Class Owner is the main Facilitator of the class.

The System should give rights to the assigned Class Owner to assign another

Facilitator to view the class or conduct the class on his/her behalf.

The System should support the ability for Contributors to assign Class Owners and

Facilitators to classes and groups respectively.

The system shall support the ability for a class to have more than one class owner.

The Class Owner and Facilitator should be able to manually re-assign or change the

groups created by the System.

2. Learner Spaces

The System should enable learners to form and delete their own learner spaces.

These learner spaces can span across modules and/or across groups)

L Assessment Creation

The System should allow authorized users such as ICSI Admin/ Cluster

Admin/Contributors/Class

Owners to design the assessment items and tasks.

The System should cater to a number of assessment item types which include (but

are not limited to):

1. Single Response Multiple Choice Question (SRMCQ) having more than 4 options

to select in a question;

2. Multiple Response

Multiple Choice Question (MRMCQ) having more than 4 options to select in a

question;

1. Fill in the blanks (a question can have many blanks to be filled by the learner) –



for text entry,

the size of the text box is configurable;

1. Essay (Free Response), Text-Based;

2. Picture Parts Response for the learners to highlight or click on the parts they

think are the answers to complete the question and to label parts of the

diagram;

The System should be able to create marking schemes for the assessment items. The

format of the marking scheme include but are not limited to:

1. Text boxes that include the correct answer (can be used for auto marking);

2. List boxes that include all possible answers (can be used for auto marking);and

3. Tables where the criteria and their performance standards are labeled and

described.

The System should ensure that the assessment task is saved periodically while it is

being crafted so that the changes are not lost or corrupted at any point in time.

The System should be able to create a new assessment task and saved in an

assessment task bank. The System should also have the ability to tag the assessment

tasks based on fields such as modules. For example, the System should be able to

create templates of the rubrics.

The System should do some basic checking of the assessment tasks created and

prompt the Contributor when there are errors such as grammatical and spelling

mistakes in the questions or sections.

The System should log the time, the personnel who have accessed and amended the

assessment task and the changes done.

The System should be able to import questions from a question bank

The System should be able to randomize assessment items.

This is not an optional or a default set. Contributors/Class Owners must select if they

want to randomize the assessment items.

The System should be able to upload quizzes that are prepared in Word or Excel

documents.

The System should only allow authorized users such



asAdmin/ClusterAdmin/Contributors/Class.

Owners to set up the composition, computation and score grade mapping of an

assessment component and final module grade.

The System should be able to do score grade mapping where numerical scores can

be translated into other grading scales such as (but not limited to):

.1.1. Alphabetical grading scale e.g. A, B+, B, C+, C, D+, D, E, F; and/or

.1.2. Simple competency descriptorse.g. Fail, Pass, and Pass

withCommendation, Approved andRejected.

The System should be able to map the score range to the respective grade based on

the grading structure specified by theICSI Admin/ Cluster Admin/Contributors/Class

Owners. Thescore/grade range should beconfigurable at the module gradeand

assessment component setby the Contributor, for example, assigning a Pass grade

for learners who achieve >=x% in the total score and a Fail grade for learners who

achieve less thanx% in the total score.

M Assessment Delivery

The System should time-stamp the submission of each assessment task by the

learners.

The System should display grading summary page showing the number of

assessment tasks assigned to the learners and the status of submission of the

assessment tasks.

N Grade Management

The System should be able to create fields to define the grading characteristics of

each assessment task crafted which include (but not limited to):

1. Type of Evaluation e.g. Evaluation form, mark sheet,

2. Gradable or non-gradable; and

3. A comment/feedback box for learner or team.

The System should be able to export completed mark sheets in a format such as .csv,

.xlsorsimilar compatible format, for analysis purposes.

The System should provide grading summary page for the assessor to mark and

grade each learner’s submission.

This grading summary page can be configurable for different purposes but not



limited to the following:

1. For regular class, it should display (but not be limited to) the Student ID, grades

and attendance, and be organized according to the teams assigned;

2. Another example for quizzes will be a grading summary page that displays the

marking status of an assessment task/item. The System should ensure that

assessors should only be able to see this report for the assessment items

and/or classes they are assigned to respond to; and

3. Display the grading and submission status for the assessment task/item and

every learner of the class, class group, team or quiz.

The System should compute the overall score based on the marks and weightings of

the assessment tasks for Module Grade. Not all assessment tasks have weightings

for computation.

The System should have an interface for the external assessors to view learners

submission, mark the assessment and upload the grades/marks and comments for

each learner.

The System should provide a drop-down list of possible grading scales and a remarks

field for the assessor’s feedback. For example, for regular modules, the grading scale

is A, B, C, D, E, and Fand is readily available for selection in a drop-down list.

O Training Management Module

The system should be a single point of entry for the entire training and skill

management function. It should facilitate tracking and management of training

events and features automated collection, analysis, and interpretation of training

data.

The system should support management of all types of learning events, i.e.,

standard instructor-led courses, e-learning courses, seminars, workshops,

conferences.

The system should make it easy to define hierarchical training catalogs with support

for multiple catalogs.

The system should support management of all types of learning events, i.e.,

standard

instructor-led courses, e-learning courses, seminars, workshops, conferences.

The system should support scheduling of any type of resource: instructor,



classroom,

equipment, training agency, content development agency etc

The system should enable administrators to setup ‘Work Groups” that streamline

the training scheduling, tracking and update process. The Work Groups can be used

to group training requirements by job function work location, common

requirements or other similarities.

The system should enable the user to define skill families and skills, define custom

competency models for the skills, and combine skills with desired competency levels

to define skill profiles, associate skill profiles with job roles.

The system should support creating an employee skill inventory. This repository

should help in generating employee skill gap reports, understanding competency

distributions in the organization, understand training requirements, helps locate

right candidates for jobs, enables better succession planning, etc.

The system should support multiple organization like Training agencies, content

development agencies, ICSI officials (administrators as well as committee members)

etc. based on the ICSI requirements.

LMS should have an option to provide credits to the Users upon completion of the

trainings. User’s reporting manager should be in a position to monitor the progress,

learning and credits of their reportees to provide continuous guidance for their

capacity building.

P Online Webinars:

There should be option for conducting online webinars for select trainings.

Q Virtual Classrooms:

Option for conducting virtual classrooms, trainings etc. where participants and connect

online and participate like a regular training program.

R Certificate Issue

The LMS should allow creation of inbuilt certificate of completion templates with

fields linked to users and course details to allow for printing of certificate upon

confirmation of completion and satisfaction by the Learning Manager.



The certificate should be printed upon authorization/request of learning manager

having verified that the learner has successful completed and qualifies for the

certificate.

The certificate would preferably be issued online and bear an electronic signature on

authorized signatories.

S Scalability

The LMS should be able to:

Handle a minimum of 1.5 lakhs Front-end User (learners) records with expansion

capabilities (3 - 5 Iakhs in the coming 4-5 years)

Provide for at least 10 Service Administrators

Support at least 2000-3000 concurrent users initially and 5000-10,000 concurrent

users after 4 years.

T Virtual Classroom Management

Creation and scheduling of virtual meetings

Reports on participants’ details

Text chat - private or broadcast

Whiteboard sharing (optional)

Connectors available for WebEx an GoToMeeting

Integration with any other virtual classroom software/services

U PROFESSIONAL SERVICES

Apart from the functionalities mentioned above, the System should provide the following

services:

Development, deployment, configuration, and maintenance of the system solution,

training and support

Continued development of the user interface to enhance the end user experience

Integration of Learning Management System with other systems

Integration support for ICSI business systems; and APIs to enable data extraction for

user management

Provision of tools for reporting, analysis and notifications

Single sign-on configuration



Deployment of regular upgrades and releases solutions

Provision of technical and support handbooks, instructions, and tutorials on

solutions

Integration support with potential third party services

Expected commissioning Time / Delivery Schedule

The Vendor shall implement/ commission the Solution as per the schedule given below:

Sr No Phase of Project Duration

1 Delivery of SRS 30 days from the date of Work

order

2 Set up of LMS 60 days from the date of Work

order

3 Procurement of Licenses (if any) must be from

original sources

A proof must be produced to ICSI

within 60 days from the date of

Work order

2 Development/Implementation / System

Configuration / Customization / Handover for

User Acceptance Testing (UAT)

Delivery of 1st Phase (Foundation)

by six months from date of award

of contract.This is subject to the

condition that content in the

desired format is available one

month before the actual delivery.

Delivery of 2nd Phase (Executive)

within twelve months from date of

award of contract. This is subject

to the condition that content in

the desired format is available one

month before the actual delivery

Delivery of 3rd Phase

(Professional) within eighteen

months from date of award of

contract. This is subject to the

condition that content in the

desired format is available one

month before the actual delivery



3 Go Live 30 days from the date of delivery

of product (phase wise as above

mentioned)

4 Issue of Acceptance certificate On satisfactory “Go live”

Deliverables

The Vendor shall submit a detailed project implementation plan describing the approach to manage and

ensure readiness of each project milestones for execution, monitoring and control. The project

management plan shall include but not limited to the following:

Project plan

Risk Management Plan

Quality Management Plan

Resource Plan

Change Management Plan

Project Implementation detailed Schedule.

Project Communication Plan

Problem Management and Tracking Tool Used

User Manual for the entire process

The Project plan shall include all major milestones, dates and activities to be carried out by the vendor,

subcontractors and any third party or entity whose actions are required and necessary for the

commissioning of the System by the scheduled date.

Warranty

Warranty / Support Period of Contract shall be for one year and will start from the time the E-

Learning Solution has been accepted by ICSI by issuing the certificate of acceptance. Post

implementation warranty (1 year) should cover the following:

1. Defect fixes, Removal of bugs

2. Application support (User support on functionality and technical aspect)

3. On site post-implementation support to E-Learning Solution admin and IT team at no extra

cost

4. Reports generation

5. Changes / enhancements in E-Learning Solution-Learning Management System application

due to any requirements to be implemented from time to time to meet the changes in the

regulatory / statutory requirements



6. Application Software version Upgrades, whenever it is released at no extra cost during

warranty period

7. Deploy adequate Technical Personnel to maintain the E-LEARNING SYSTEM as per the

service level requirements

ATS/AMC

The project is initially for 5 years from the date of full & final completion. System

Maintenance and Support services (ATS)/AMC period will be for 4 years after the expiry of

1- year warranty period. The delivery of services during the AMC period would be governed

by the Service level agreement. Penalty clauses mentioned above for warranty period will

be applicable for the AMC period.

1. The period of ATS contract shall be extendable, based on mutually agreed terms and

conditions.

2. During warranty support/maintenance phase one more developer of the core

development team other than the technical coordinator as mentioned above shall

mandatorily be posted in ICSI office and will adhere to the office discipline (including

working hours) of the ICSI. In case the respective manpower is absent due to any reason

then the vendor would ensure that the equivalent backup manpower having requisite

knowledge and expertise is available in the site in place of him. On the requirement of

the ICSI, the said manpower has to report for duty on holidays. He will be paid only

actual local conveyance up to maximum Rs.500/- for coming to the office on Sundays

and National holidays only. The said manpower has to claim it directly from the ICSI as

per its policy. For coming to office on any other holidays, he will not be paid

anything.Such person/manpower shall not be employee / officer of the ICSI for any

purpose and shall not have any right to claim anything against the ICSI.

3. For any maintenance issue lodged in the helpdesk by the ICSI on the project, it would be

the responsibility of the vendor to resolve the issue within the timeline as per the SLA as

and when any entity is implemented.

4. The vendor would ensure that the deputed manpower at the site is not changed

frequently and without the consent of the ICSI. In any case more than one change per

year is not permissible.

5. ICSI would provide only seating space at ICSI’s premise and the onsite available Network

Connectivity for the vendor’s officials. Any other infrastructure like computer / laptop,

data card, dongle etc. have to be provided by the vendor.



Responsibilities

Responsibilities of the Vendor

1. The vendor shall conceive, create, maintain and periodically update ‘E-LEARNING

SYSTEM’ for the courses offered to the students of ICSI. The site shall provide self-

paced, asynchronous collaborative learning and provide live virtual classroom.

2. The vendors shall setup, host, run, maintain and periodically update “E-LEARNING

SYSTEM”.

3. The vendor would be responsible to comply with the directions issued by ICSI from

time to time. The responsibility of changing the orientation of the existing material will

vest with the vendor. The vendor shall integrate pop up questions, animations, videos,

latest news, blogs, online chat and other value addition provided by the content

vendor or from ICSI at its own or as per the directions of ICSI made from time to time.

4. The vendor would be responsible for monitoring of time spent by the users of the

courses.

5. The platform should have capability to host courses which are structured in

appropriate number of modules – with appropriate advancement in each module.

6. There should be a clear disclosure in all the material hosted online that the views

expressed/given in the courses are that of the experts concerned and not of the ICSI.

7. The project will start with launch of a pilot. The pilot of the E-LEARNING SYSTEM

should be test launched for a brief period of one month. After incorporating the

comments received, from the possible users, the final version will be launched.

8. The vendor will implement the suggestions agreed to between ICSI and the party

through meetings within 30 days of the decision.

9. The domain name elearning.icsi.edu will be registered in the name of the ICSI and all

administrative and other rights will be vested in ICSI

10. The vendor will provide adequate security to data storage, generate reports, and

maintain backup and hot site disaster recovery to maintain an uptime of more than

99%.

11. Requisite Software for Webinar facility or any other infrastructure as may be required

will be provided by vendor.



12. The vendor will provide support on content upkeep and maintenance of the same.

13. The vendor will also support ICSI students on the chat and / or phone on queries and

questions related to accessing the site.

14. The vendor will adhere to the delivery schedule as agreed upon.

15. The vendor will Set up, host, run and maintain “E-LEARNING SYSTEM” and provide &

maintain necessary software, hardware and hosting facilities to this effect.

16. The vendor will provide live support to students on educational queries and questions

on chat, discussion board and/or e-mail. Vendor shall also support students on the

chat and/or phone on queries and questions related to accessing the site. The vendor

will be free to provide the support round the clock at his discretion provided that the

minimum time for such support will be from 9.00 am to 7.00 pm. on all days.

17. The vendor will ensure that the web-based courses can be used on a thin client

(personal computer with a dial-up connection and with multi-media capabilities).

18. Timeline: The vendor shall achieve following milestones in the period given herein

below for the job under the scope mentioned within this agreement: Site with basic

facilities shall be up within 3 months of signing of agreement.

Responsibilities of the ICSI

1. ICSI will conduct Virtual Classes, which the vendor would be required to host on the E-

LEARNING SYSTEM at the appropriate place.

2. Monitor service level and quality of “E-LEARNING SYSTEM”. The ICSI either by

constituting a sub-committee or group of experts – of the ICSI will monitor the online

courses meant for students. For effectively discharging this monitoring, the vendor

has to submit consolidated feedback of students on the online courses undergone by

them. The frequency of the feedback will be decided by the ICSI in due course of time.

3. Help promote the ICSI e-learning system by

i. Sending e-mail at actual cost wherever possible to the students, announcing the

launch of this site and highlighting the benefits of e-learning.

ii. Providing bulk mail / SMS facility at actual cost for propagating the information

among its members and students.



iii. Assisting vendor in creating materials for Direct Marketing like congratulatory

messages, promotional messages by ICSI senior management/President etc

from time to time.

iv. ICSI shall also maintain back up of portal, which shall be provided / updated by

the vendor on a monthly basis.

Joint Responsibilities of the ICSI & Vendor

1. ICSI and Vendor shall set up two Coordinating Committees comprising of members at a

senior management level, both from ICSI and Vendor. Director (Information Technology) or

will chair the implementation committee.

2. The Coordination committee on Policy matters shall be responsible for taking policy

decisions, on matters relating to E-Learning System and arriving at consensus on issues

which might arise. The Committee will take decision in regard to operation of the bank

account for this project.

3. The Coordination committee for Implementation shall monitor the progress of the project

and decide on the issues arising in day-to-day implementation of the project

4. The Coordination Committee as above shall meet separately at least 2 times in a year and

that on Implementation 4 times a year. Such meeting may be held in ICSI Office or Vendor

office or any other mutually decided venue.

5. The Minutes of the meetings of Coordination Committees shall be recorded by the vendor

and confirmed and signed by both the parties within seven working days and thereafter

circulate to all the members.

6. The Coordination Committee on Policy shall review the project after three months of signing

of the agreement.

7. The vendor shall provide to ICSI the MIS, benchmark status in the prescribed form

information of the Institute / by the 10th of every calendar month.

Ownership and Copyrights

The ownership and the copyright of the content, and all the files submitted including the matter developed by the successful bidder will vest with the ICSI and this should be indicated to the users of the E-Learning Solutions. On the expiry of contract, same will be transferred to ICSI free of cost with full IPR.



Bidder Experience

The Bidder shall cite experience, as well as methodology and track record for providing Products

and Services in the area of Learning Management Solutions in order to meet the contract

requirements.

The Bidder shall elaborate on his ability to leverage on implementation experience and re-use

deliverable components for the System to substantiate a successful balance of results and

timely implementation.

The Bidder shall have experiences in implementing, operating and supporting LMS for a period

of at least 3 years.

EligibilityCriteria for Bidders:

All Mandatory eligibility requirements mentioned below should be complied by the bidders as applicable

and relevant support documents should be submitted for the fulfillment of eligibility criteria failing

which the Bids shall be summarily rejected.

S

No

Eligibility Criteria Supportive Documents Conditions

i. The bidder must be a

company/firm registered in India

under Companies Act 1956/2013,

The Partnership Act 1932/

Society Registration Act, 1860 or

by a competent authority in case

of foreign Bidder / Applicant

companies. A bidding firm should

be an individual corporation/

company. Consortium of

companies/ firms is not allowed.

The Bidder should be operating

in India for last five years

Valid Incorporation

Certificate.

Copy of Article and

Memorandum of Association

Mandatory

ii. The bidder should neither have

been Debarred and / or

blacklisted by any Central / State

Govt. Department / Universities /

Educational

Institutions/ICSI/Organization

etc. nor should have any

The bidder shall furnish an

undertaking duly attested by

notary in a non-judicial stamp

paper of value Rs. 100/-

(Rupees Hundred Only)

regarding their non-

blacklisting in any of the

Mandatory



litigation enquiry pending and /

or initiated by any of these

Department/ICSI or Court of Law

with regards to the works

executed by it in the last five

years.

government department and

public sector undertaking

/enterprise in India and

central vigilance commission

during the last five financial

years.

iii. The bidders should have

minimum total Turnover of the

company (as a group) as a whole

at-least Rs. 20 Crores in each of

the last three financial years

Bidding Company must not be

making any financial losses in last

3 years

Proof of the same must be

attached in form of audited

balance sheet or Certificate

from statutory auditor.

Mandatory

iv. The average annual turnover of

the bidder should be more than

Rs. 5crore or equivalent in field

of development of learning

solutions and positive net worth

in last three financial years

Proof of the same must be

attached in form of

Certificate from statutory

auditor.

Mandatory

v. The Bidder should be registered

with appropriate Indian tax

authorities such as Income Tax,

Service Tax, VAT/Sales Tax etc.

Bidder should provide valid

certificates of registration

with these authorities as

applicable.

Mandatory

vi. The agency should be certified

for compliance with established

Information Security Standards

such as ISO 27001. Duly signed

copy of ISO 27001 certificates

should be submitted along with

the technical bid. The bidding

agency shall ensure that such

certificate is valid through the

Agreement term. Any renewal of

such certificate shall be the sole

Duly signed copy of ISO

27001 certificates should be

submitted along with the

technical bid.

Desirable



responsibility of the bidding

agency without any recourse to

ICSI in any manner whatsoever.

vii. The agency should have an in-

house quality assurance and

product testing team with proven

and robust quality management

processes.

Declaration from HR required Mandatory

viii. The agency must employ multiple

backup systems including offline

backups to securely maintain the

software and its corresponding

source code.

Declaration from concerned

department is required

Mandatory

ix. The agency should design a

highly secure system and conduct

security tests to verify that there

are no vulnerabilities that can

make the system susceptible to

attacks. Comprehensive testing

of source code and the

infrastructure must be carried

out. Results of such security tests

should be made available to the

ICSI as may be requested from

time to time.



Mandatory

x. The bidding agency should have

authorized and globally accepted

software certification minimum

CMMi Level 3 or above.

Copy of certificate is required Mandatory

xi. The bidder should have a proven

system of ensuring

confidentiality. All legal liability

against any violations would be

borne by the bidder.



Mandatory

xii. The Vendor solutions must be

offered in both, Self Service and

Managed Services Mode.

Managed Service Mode should

Undertaking in this regard is

required

Mandatory



offer an opportunity to quickly

deploy IT Solutions without

requiring any IT management

capability building within the

organization. The vendor should

undertake turnkey deployment

of solutions based on clear SLA’s

with the ICSI.

xiii. The vendor should also have a

capability of best in class LMS

solution with the engines of

Content Management,

Assessment, Evaluation, delivery

grades management and e-

portfolio.

Demonstrated through

demo. The vendor should

submit both hard and soft

copy of functional and

technical brochures of the

solution being offered as

documentary proof.

Mandatory

xiv. Platform to have content

distribution network (CDN)

capability to serve content to

end-users with high availability

and high performance.

Demonstrated through demo Mandatory

xv. Power of Attorney / Board

Resolution for signing the bid,

letters etc. on behalf of the

Bidder.

Power of Attorney/Certified

copy of Board Resolution to

be provided.

Mandatory

xvi. The authority Letter for all

products provided from the

Principal manufacturer must be

submitted within ten days of the

award of the contract.

Authority letter from

Principle Manufacturer with

complete details.

Mandatory

xvii. The proposed software should

have mandatory modules like

Module

Catalogue/Classification

Enrolment

Module Set Up

Access Rights and

The bidder should submit

both hard and soft copy of

functional and technical

brochures of the solution

being offered as

documentary proof.

Mandatory



Accounts Management

Data Portability

Reporting and Tracking

User Experience

Adaptive Release

Learner File Submissions

Communication and

Collaboration

Learner Management

Assessment Creation

Assessment Delivery

Grade Management

Training Management

Virtual Class room

provision

Further, the bidder should be

able to demonstrate various

modules

developed/availablein their

Learning Management

System.

In addition following are the desirable requirements mentioned below:

S

No

Eligibility Criteria Supportive Documents Conditions

xviii. The bidder should have on his

pay roll minimum 1000 Technical

and Administrative employees

for the proper execution of the

contract.

Declaration from HR required Desirable

xix. The Bidder should have

experience in implementation of

at least 10 National/International

Level projects out of which at

least two of them Learning

Related in Govt. Depts. / PSUs/

Educational Institutions in India

during last 5 Financial Years..

Value of at least one project

executed should be 2.5Crores or

more

Copy of work order / MoU/

SLA and sign-off for each of

the assignments /

Performance Certificate of

three such projects are

required.

Desirable

xx. The Service Provider should own

the Primary Data Center with

Declaration from concerned Desirable



back-up Secondary Data Centre

for data Security as per the

Government of India, National

data sharing and accessibility

policy (NDSAP) guidelines in this

regard.


xxi. The bidding agency should own

the copyright of the source code

of the solution. The agency

should be able to make changes

as and when required in any of

the components of the

software/source code being

utilized for the purpose

throughout the term of

Agreement with ICSI.



Desirable

xxii. The agency should design a high-

performance system and conduct

performance tests to verify

successful achievement of high

concurrency, fast response time,

and long-stress duration

requirements of the system used

to conduct the examinations.

Results of such performance

tests should be made available to

ICSI as and when required.

Sometimes these tests may have

to be conducted within short

notice and with strict deadlines.

These tests shall be conducted by

the bidding agency prior to the

each of the examination awarded

by ICSI.



Desirable

Security Deposit

Security deposit / performance guarantee will be 5% of the value of the contract in the form of an

Account payee Demand Draft / Banker’s Cheque or Bank Guarantee from a Scheduled bankshall be



submitted by the Successful Bidder with the ICSI immediately within 7 days of the execution of the

agreement to cover any loss or damage caused to or suffered by the ICSI due to acts of commission and

omission by the Successful Bidder or by its employee/staff/agent or any failure on the part of Successful

Bidder in fulfilment of terms and conditions of the RFP / contract/SLA. Performance Security should

remain valid for a period of sixty days beyond the date of completion of all contractual obligations of the

supplier including warranty obligations.

Payment Terms

SNo Project Milestones Payment

Schedule

1 Project Inception NIL

2 Delivery of licenses and SRS 15%

3 Delivery of 1st Phase (Foundation) 25%

4 Delivery of 2nd Phase (Executive) 25%

5 Delivery of 3rd Phase (Professional) 25%

6 Issue of Acceptance certificate 10%

Evaluation of Technical Proposals

a. Proposals which are not supported by adequate proof / Supplementary documents will not

be evaluated.

b. The Evaluation Committee shall evaluate the Technical Proposals only for those bidders who

satisfy the eligibility criteria. The Technical proposals which are unsigned and incomplete

shall not be evaluated. The technical proposals will be evaluated on the basis of their

responses. Evaluations will be based on documentary evidence submitted by the bidder

with respect to selection criteria. A Proposal shall be rejected at this stage if it does not

respond to important aspects of the RFP.

c. During the process of evaluation of the technical proposal, the bidder might be required to

make presentation on its Proposal covering Experience/Technical Proposal including

Understanding about the project, Implementation Methodology, Team Composition, Work

Schedule, and Activity Schedule, arrange client interactions / visits. In case presentation is

required, the date and time of the presentation / interactions will be intimated individually.



Technical Bids evaluation Criteria

There will be 70 % weight age for Technical Evaluation and 30 % for Commercial Evaluation.

Sl. No Technical Parameters – Checklist Max score

1. Average Annual Turnover of the Bidder during the last three (3) financial years >= INR 100 Crores :(10 marks) >= INR 50 Crores and < INR 100 Crores :(7 marks) >= INR 20Croresand < INR 50Crore :(4 marks)

10

2. Bidder should have experience in implementation of at least 10 National/International Level projects out of which at least two of them Learning Related in Govt. Depts. / PSUs/ Educational Institutions during last 5 Financial Years. Cumulative value of top three qualifying projects will be taken into consideration) >= INR 30 Crores :(10 marks) >= INR 15 Crores and < INR 30 Crores :(7 marks) Less than 15 Crores :(4 marks)

10

3. CMMi Certification of the Bidder: Level 5 :(10 Marks) Level 4 :(7 Marks) Level 3 :(5 Marks)

10

4. Bidders Experience of Implementing Project in PPP model (BOOT / BOO) in Govt. Depts. / PSUs/ Educational Institutions in India during last 5 Financial Years. More than 10 projects :(10 marks) >= 5 projects and < 10 projects :(7 marks) >= 5 projects :(4 marks)

10

5. Total No. of users, in Govt. Depts. / PSUs/ Educational Institutions in India, where the solution has been implemented. >= 20,000 Users :(15 marks) >= 10,000 Users and < 20,000 Users (12 marks) >= 4,000 Users and < 10,000 Users (8 marks) >= 2,000 Users and < 4,000 Users (4 marks)

15

6. Cert in Certification of the bidder /hosted Data Center and application 10

7. Total employees on pay roll for the proper execution of the contract >= 1000 employees who are Graduate/ Post Graduate in Engineering and or Computer Application (10 marks) >= 500 employees who are Graduate/ Post Graduate in Engineering and or Computer Application (7 marks) >= 100 employees who are Graduate/ Post Graduate in Engineering and or Computer Application (4 marks)

10



8 Demo 25

9. Total 100

Public Opening and Evaluation of Commercial Bids

a. After evaluating the Technical Bids, ICSI shall notify the BIDDERs whose Technical Bids were considered acceptable to ICSI, indicating the date, time and place for opening of the Financial Bids. BIDDER’s representative (one only) may attend the financial bid opening at ICSI.

b. Scores of the Financial evaluation would be weighed prorata on a scale of 100 with the BIDDER with the lowest financial quote getting 100 (as per below mentioned formula). These Financial scores would then be added up with the score of the technical evaluation as per below mentioned formula and the Bidder getting the maximum total score out of 100 would be considered as the successful BIDDER and called for negotiations, if required.

Formula for Final Bid Evaluation is

Bm= .7 (TM) + .3 (Fn)

Fn= (Fmin/ Fb)*100

Where

Bm is total marks of the BIDDER in consideration

TM is Technical Marks of the BIDDER in consideration

Fn is Normalized financial score of the BIDDER in consideration

Fb is Evaluated Cost of BIDDER under consideration

Fmin is Minimum evaluated cost of any BIDDER

c. Prices shall be written in both words and figures. In the event of difference, the price in words

shall be valid and binding.

d. Any discrepancy relating to prices quoted in the offer across different sections of the bid, only

prices given in the specified format given in this RFP shall prevail.



Signing Service Level Agreement (SLA)

The successful Bidder shall execute a Service Level Agreement (SLA) with ICSI on the basis of the terms

and conditions of RFP documents. The said Agreement shall be signed within 20(twenty) days of the

award of the contract. The service charges payable under the said SLA shall however be fixed and firm

for a period of 3 (three) years.

Extension of Contract:

The contract may be extended further on the mutually agreed terms and conditions at the sole

discretion of the ICSI. Party / Service provider shall not have any right to claim extension or renewal of

contract.

Draft Terms and Conditions of SLA are annexed as Annexure “B”.These will be a part of the SLA in

addition to the terms and conditions mentioned in the RFP.

System Acceptance

Operational Acceptance

Successful completion of the project will be gauged through a series of formal acceptance tests

performed on all aspects of the system/sub systems:

In the go-live phase, Bidder will have to manage and roll out a beta stage where the system will be made

available and restricted only to the users in ICSI through an appropriate mechanism on the web, and

conduct user acceptance testing of the System based on test cases developed by the Bidder in

consultation with ICSI and validated by ICSI. Based on the test results, required changes will be carried

out and tested. Post this, ICSI portal will be officially launched and operational acceptance will be

complete.

Unit Test and System integration test 1. Each module or Component should be fully tested independently before integration.

2. All specified functionality should exist. This testing verifies the as-built program's

functionality and performance with respect to the requirements for the System.

3. All System functions that are accessed through menus should be tested

4. After each module has been fully integrated to create a larger system, each module or

sub-module must have a defined interface which will be used to call another program

component.

5. Measuring response time, throughput and availability of Application.



Complete System Acceptance

At the end of the System Acceptance period, ICSI will acknowledge complete system acceptance in

writing to the successful bidder upon completion of the following:

1. All of the required activities defined in the RFP document including all change requests

or agreed by ICSI and delivered by the vendor and accepted by ICSI.

2. All the requisite documentation as defined in this RFP document including all changes

agreed by ICSI and delivered by the vendor and accepted by ICSI.

3. All required training as defined in this RFP document and delivered by the vendor and

accepted by ICSI.

4. All identified shortcomings/defects in the systems have been addressed to ICSI’s

complete satisfaction.

5. In order to accept the system, ICSI must be satisfied that all of the work has been

completed and delivered to ICSI’s complete satisfaction such that all aspects of the

system perform acceptably. The functional / logical acceptance of the system will only

be certified when the proposed system is installed and configured according to the

design and that all the detailed procedures of operating them have been carried out by

the Vender in the presence of ICSI staff.

Project Organization

The Vendor is to specify the composition of the project team in the form of an organization chart,

showing the reporting structure of all staff from subcontractors, third party vendors during project

implementation phase.

Specify the roles and responsibilities of the project team members. Include a comprehensive resume of

the team members who will be assigned to work in the Contract

Project Reviews

Status reviews should be part of the Governance meetings and should be held after every month. The

meetings should be held at the Module Lead, Program Managers and the ICSI Levels. The reports that

are needed will be mutually agreed during the Project Planning phase.

Documentation

Documentation already available of the LMS system may be submitted as part of the Tender Proposal.

The documentation shall be provided in Microsoft Word format.



General Conditions

1. The vendor must be a reputed service provider.

2. Vendor shall provide the desired intellectual and physical resources and solutions

3. Prices quoted in the RFP document shall expressly be inclusive of all statutory taxes,

fees, cesses, duties, levies, charges, surcharges inclusive of all statutory and other

components etc. (net to ICSI) for Development and Implementation of “E-Learning

Solution -Learning Management System “for the ICSI and should be quoted in

Commercial Bid. No component of cost / tax shall be paid by the ICSI unless the same

is included specifically in the quotations.

4. The whole work included in the RFP shall be executed by the Bidder and the Bidder

shall not directly or indirectly transfer assign or sublet the contract / work or any part

thereof or interest therein without the written consent of ICSI.

5. Amendment of RFP Documents

a. At any time, prior to the date of submission of bids, ICSI may, for any

reason, at its own initiative modify RFP document by amendments.

b. The amendments shall be notified on ICSI’s web site, i.e. at

https://www.icsi.edu and these amendments will be binding on all the

Bidders/Applicants.

c. In order to afford prospective Bidders/Applicants a reasonable time to

take the amendment into account in preparing their bids, ICSI, at its

discretion, may extend the deadline for the submission of bids suitably.

6. Incomplete bids shall be rejected out rightly. No alterations, amendments or

modifications shall be made by the Bidder in the RFP documents and if any such

alterations are made or any special condition is attached, the bid is liable to be

rejected at the discretion of the ICSI without reference to the bidder. Please note

that all the information as desired needs to be provided. Incomplete information

may lead to rejection of Bid.

7. This RFP does not commit the ICSI to award a contract. The bidder shall bear all costs

associated with the preparation and submission of its bid, and the ICSI shall in no

case be responsible or liable for these costs, regardless of the conduct or the

outcome of the bidding process.

8. The Bid shall remain valid for 90 days from the last date for submission of the Bid. A

bid valid for a shorter period shall be rejected.Validity of the Bid may be extended for

a further period of 60 daysin the concurrence of the Bidder.

9. The last date for receipt of sealed RFP in the ICSI and opening of bids is mentioned

on the first page of the document. No separate communication will be issued in this

regard. Bids shall be opened in the presence of the intending vendors or their

authorized representatives, who wish to be present. In the event of due date being a



closed holiday or declared Holiday for Central Government offices, the due date for

opening of the RFP will be the following working day at the appointed date, time &

venue.

10. Site for delivery of services is as under:

The Institute of Company Secretaries of India

Head Office, 22 Institutional Area, Lodi Road,

New Delhi- 110003

11. The vendors shall be invited for a presentation of their solution subsequently.

12. ICSI shall have the right to assess the competencies and capabilities of the bidder by

going through the credentials given in the Technical Bid and on the basis of such

credentials, the ICSI may reject the candidature of the bidder without assigning any

reason and decision of the ICSI shall be final and binding. In such case(s) the Financial

Bid shall not be opened for that particular bidder.

13. During evaluation of the bids, the ICSI may at its discretion, ask the Bidder for

clarification of its bid and the same has to be provided within the time period

(minimum three day) as specified by the ICSI and in case of a default, it will be

deemed that bidder has no clarification to submit and the bid is liable to be

evaluated and/or rejected accordingly. The request for clarification and the response

shall be in writing and no change in clarification, submission date, price or substance

of the bid shall be sought, offered or permitted.

14. The Commercial Bid of only those parties who qualify in the technical scrutiny shall

be opened and time and date for opening the Financial Bid shall be communicated

separately.

15. Submission of Proposal/Bid by way of e-mail is not acceptable at all under any

circumstances whatsoever.

16. ICSI reserves the right of accepting the RFP in whole or in part without assigning any

reason and such decision shall be final. The part acceptance of the RFP shall not

violate the terms and conditions of the RFP and the bidder shall execute the work at

the specified rates without any extra charges or compensation within the stipulated

period.

17. The acceptance of RFP shall rest with the ICSI. ICSI does not bind itself to accept the

lowest bid and reserves to itself the right to reject any or all the bids received

without assigning any reason(s) whatsoever and any notice to Bidder. Non

acceptance of any bid shall not make the ICSI liable for compensation or damages of

any kind whatsoever under any circumstances. ICSI further reserves the right to

accept a bid other than the lowest or to annul the entire bidding process with or

without notice or reasons thereof. Such decisions by ICSI shall be final and bear no

liability whatsoever consequent upon such decisions.



Liquidated Damages

While awarding a contract, an LD clause for levying penalty on the vendor in case of delay in effecting delivery of services as under:

i. ½ per cent of total value of contract, for each day of delay, in case of services are delivered within 7 days after the due date;

ii. 1 per cent of total value of contract, for each day of delay, in case of services are delivered beyond 7 days but up to 14 days after the due date;

iii. 2 per cent of total value of contract, for each week of delay, in case of services are delivered beyond 14 days subject to a maximum of 10% of total contract price;

Indemnity

In case of failure to supply the goods / services of the ordered quantity / specifications / quality in the time schedule and at the agreed rates, the ICSI shall have right to purchase the same from the market at the prevalent rate and the difference between the agreed price and purchase price would be recovered from the supplier. Further, if the supplied items are not in accordance with the ordered items then the ICSI reserves the right to reject the whole lot or accept, whole or part supply, at less than the agreed / market price. Any loss to the Institute on this account shall be recovered from the supplier.

Black-Listing

A bidder would be liable to be black-listed under following circumstances:-

Giving false, misleading or fake information / document in the bid;

Withdrawing the bid after opening of the Financial bids;

Refusal to accept Purchase Order at the quoted prices;

Failure to supply goods of the ordered quantity / quality / specifications at the agreed rates within the time schedule;

Adoption of any unethical or illegal practices;

Any other justified reason. Where any bidder / supplier has been black-listed, his EMD / Performance Security shall be forfeited after giving him an opportunity of being heard. The decision of the competent authority shall be the final and binding.

Penalties

The development / implementation of E-Learning Solution-Learning Management System by the vendor

must be completed as per phase wise schedule mentioned in RFP with Clause “Expected commissioning

Time / Delivery Schedule”, from the date of issue of work order and the successful bidder must acquire

the written acceptance of successful implementation from the designate authority of ICSI within the



above mentioned period (Phase wise). ICSI reserves the full rights to impose penalty on the successful

bidder @ Rs. 1,000/- (Rupees One Thousand only) per day or part thereof for the delay after the due

date of any Phase - if the successful bidder fails to get the acceptance for successful implementation of

the E-Learning Solution. This penalty shall be applicable in addition to the Liquidated damages.

Termination

ICSI without prejudice to any other remedy and rights, reserves the right to cancel /terminate the bid /

Work Order / Service Level Agreement (SLA) in whole or in part by giving at least seven days’ prior

written notice thereof in case Bidder / Vendor fails to honor his bid / Work Contract / SLA or found guilty

for breach of condition /s of the RFP documents / Work Order / Service Level Agreement (SLA) or

negligence, carelessness, inefficiency, fraud, mischief, misappropriation or any other type of misconduct

by such Bidder or by its employees, staff, agents, representatives etc. or by any other person directly or

indirectly employed by him. In such case of termination, the ICSI will have the right to put in place any

other agency for carrying out the remaining work. Any extra expenditure shall be adjusted from Bank

Guarantee / Security Deposit and / or shall be recovered from the Bidder / Vendor.

The ICSI may also cancel / terminate the Bid / Work Order / Service Level Agreement (SLA) in whole or in

part for its convenience at any time for any reasons, by giving the Bidder at least 15 (Fifteen) days’ prior

written notice thereof. However, the notice period may be extended by mutual agreement till alternate

arrangements are made. Further, any pending or unresolved service, function, task, performance,

unpaid fees and any other remedies shall continue by the parties during the period of termination

notice and the same must be satisfied before the RFP / Work Order / Service Level Agreement (SLA) is

cancelled / terminated.

In such cancellation / termination of bid / Work Order / Service Level Agreement (SLA) /or curtailment of

the work by the ICSI, the Bidder shall have no claim to any payment or compensation whatsoever on

account of any profit or advantage, which would have derived by it from the execution of the work in

full, but which he did not derive in consequences the full amount of the work not having been carried

out, neither shall he have any claim on compensation / damage for the loss suffered by him by reason of

cancellation / termination of the Bid / Work Order / Service Level Agreement (SLA) and of any

alterations having been made by the ICSI in the original specification or the designs and instruction

which shall involve any curtailment of the work contemplated. However, the ICSI shall pay the Bidder

such portions of the Work as are due and properly invoiced under the provisions for final payment for

Work performed prior to termination. In no event, shall the total payments made to the Bidder exceed

the Contract Price.

Force Majeure

Notwithstanding anything else contained in this RFP, neither party shall be liable for any delay in

performing its obligations hereunder if such delay is caused by circumstances beyond its reasonable

control (including without limitation any delay caused by the acts of governments, acts of God, natural



or social calamities, strikes, riots in any region, network failure, terrorist attack, war declared and

undeclared) provided however that any delay by the supplier of the Party so delaying shall not relieve

that Party from liability for delay except where such delay is beyond the reasonable control of the

supplier concerned.

Subject to the party so delaying promptly notifying the other party in writing of the reasons for the delay

(and the likely duration of the delay), the performance of such party’s obligations shall be suspended

during the period that the online circumstances persist and such party shall be granted an extension of

time for performance equal to the period of the delay. Save where such delay is caused by the act or

omission of the other party (in which event the rights, remedies and liabilities of the parties shall be

those conferred and imposed by the other terms of this RFP and by law).

Confidentiality

Bidder / Vendor shall not use or disclose any Confidential Information of the ICSI except as specifically

contemplated herein. For purposes of this RFP "Confidential Information" means information that: (i) is

sufficiently secret to derive economic value, actual or potential, from not being generally known to

other persons who can obtain economic value from its disclosure or use; and (ii) is the subject of efforts

that are reasonable under the circumstances to maintain its secrecy or confidentiality.

Arbitration

Any dispute, difference, controversy or claim (“Dispute”) arising between the ICSI and Bidder(s) out of or

in relation to or in connection with RFP shall be addressed for mutual resolution by the authorized

official of the parties. If, for any reason, such Dispute cannot be resolved amicably by the Parties, the

same shall be referred to the sole arbitration of the Chief Executive of the Institute of Company

Secretaries of India or any other person appointed by him as Sole Arbitrator. The provisions of the

Arbitration and Conciliation Act, 1996 or any statutory modifications on re-enactment thereof as in force

will be applicable to the arbitration proceedings. The venue of the arbitration shall be at New Delhi. The

cost of the Arbitration proceedings shall be shared equally by both the parties. The language of the

arbitration and the award shall be English. The decision / award of the arbitrator shall be final and

binding on the parties.

All disputes arising out of or relating to the RFP shall be deemed to have arisen in New Delhi and only

courts having jurisdiction over Delhi shall decide the same.All such disputes shall be dealt and decided in

accordance to the applicable Indian Laws.

For any details / clarifications, Dr.Nikhat Khan, Director, ICSI [email protected] (0120-4082151)

may be contacted.

mailto:[email protected]



B. Additional Information

Part ‘A’ TECHNICAL BID

Format of the Proposal Response

In order to simplify the review process and to obtain the maximum degree of comparability, the proposal shall include the following items and be organized in the manner specified on the following pages. I. Letter of Transmittal

A letter of transmittal briefly outlining the vendor's/proposer's understanding of the work shall be submitted. The transmittal letter should also include general information regarding the firm and individuals involved.

II. Profile of the Firm

S.No. Particulars. Response

i. Name and complete address of the Company

ii. Tele/Fax/E-mail/Cell No. of the company

iii. Detail of Contact Persons authorized by the company to execute documents on its behalf, with ICSI (Designation, Mobile, Tel, E-Mail)

iv. List of Directors, along with contact details (e-mail id, mobile number, Director Identification number)

v. Details of registered office, if any along with contact person’s name and Contact detail (Tel / Mobile & E-Mail)

vi. Income-tax registration number along with documentary evidence

vii. A) Service tax registration number along with documentary evidence B) Please also specify if you are registered with appropriate Authority under Works Contract Act, 1999. (Please provide details)



viii. List of clients to whom services (as per this RFP) in last 3 year provided with details of company, value of business, concerned person name & his telephone no. (Please attach full details)

ix. Experience / Implementation Certificate from at least two

separate companies wherein the Bidder/Applicant has

provided services of similar nature.

x. Current similar assignments on hand, if any

xi. Paid up capital of the Company.

xii. Details of man power for execution of services

Following are the necessary qualifications of the bidder for participating in the bid process:

S

No

Eligibility Criteria Conditions Response

xxiii. The bidder must be a company registered

in India under Companies Act 1956/2013,

The Partnership Act 1932/ Society

Registration Act, 1860 or by a competent

authority in case of foreign Bidder /

Applicant companies. A bidding firm

should be an individual corporation/

company. Consortium of companies/ firms

is not allowed.

The Bidder should be operating in India for

last five years

Mandatory

xxiv. The bidder should neither have been

Debarred and / or blacklisted by any

Central / State Govt. Department /

Universities / Educational

Institutions/ICSI/Organization etc. nor

should have any litigation enquiry pending

and / or initiated by any of these

Department/ICSI or Court of Law with

regards to the works executed by it in the

last five years.

Mandatory



xxv. The bidders should have minimum total

Turnover of the company (as a group) as a

whole at-least Rs. 20 Crores in each of the

last three financial years (. Bidding

Company must not be making any

financial losses in last 3 years

Mandatory

xxvi. The average annual turnover of the bidder

should be more than Rs. 5crore or

equivalent in field of development of

learning solutions and positive net worth

in last three financial years

Mandatory

xxvii. The Bidder should be registered with

appropriate Indian tax authorities such as

Income Tax, Service Tax, VAT/Sales Tax

etc.

Mandatory

xxviii. The agency should be certified for

compliance with established Information

Security Standards such as ISO 27001. Duly

signed copy of ISO 27001 certificates

should be submitted along with the

technical bid. The bidding agency shall

ensure that such certificate is valid

through the Agreement term. Any renewal

of such certificate shall be the sole

responsibility of the bidding agency

without any recourse to ICSI in any

manner whatsoever.

Desirable

xxix. The agency should have an in-house

quality assurance and product testing

team with proven and robust quality

management processes.

Mandatory

xxx. The agency must employ multiple backup

systems including offline backups to

securely maintain the software and its

corresponding source code.

Mandatory

xxxi. The agency should design a highly secure

system and conduct security tests to verify

Mandatory



that there are no vulnerabilities that can

make the system susceptible to attacks.

Comprehensive testing of source code and

the infrastructure must be carried out.

Results of such security tests should be

made available to the ICSI as may be

requested from time to time.

xxxii. The bidding agency should have

authorized and globally accepted software

certification minimum CMMi Level 3 or

above.

Mandatory

xxxiii. The bidder should have a proven system

of ensuring confidentiality. All legal liability

against any violations would be borne by

the bidder.

Mandatory

xxxiv. The Vendor solutions must be offered in

both, Self Service and Managed Services

Mode. Managed Service Mode should

offer an opportunity to quickly deploy IT

Solutions without requiring any IT

management capability building within the

organization. The vendor should

undertake turnkey deployment of

solutions based on clear SLA’s with the

ICSI.

Mandatory

xxxv. The vendor should also have a capability

of best in class LMS solution with the

engines of Content Management,

Assessment, Evaluation, delivery grades

management and e-portfolio.

Mandatory

xxxvi. Platform to have content distribution

network (CDN) capability to serve content

to end-users with high availability and high

performance.

Mandatory

xxxvii. Power of Attorney / Board Resolution for

signing the bid, letters etc. on behalf of

the Bidder.

Mandatory



xxxviii. The authority Letter for all products

provided from the Principal manufacturer

must be submitted within ten days of the

award of the contract.

Mandatory

xxxix. The proposed software should have

mandatory modules like

Module Catalogue/Classification

Enrolment

Module Set Up

Access Rights and Accounts

Management

Data Portability

Reporting and Tracking

User Experience

Adaptive Release

Learner File Submissions

Communication and Collaboration

Learner Management

Assessment Creation

Assessment Delivery

Grade Management

Training Management

Virtual Class room provision

Mandatory

In addition following are the desirable requirements mentioned below:

S

No

Eligibility Criteria Conditions Response

xl. The bidder should have on his pay roll

minimum 1000 Technical and

Administrative employees (minimum of

5,000 employees should be Graduate/

Post Graduate in Engineering and or

Computer Application) for the proper

execution of the contract.

Desirable

xli. The Bidder should have experience in

implementation of at least 10

Desirable



National/International Level projects out

of which at least two of them Learning

Related in Govt. Depts. / PSUs/

Educational Institutions in India during last

5 Financial Years). Value of at least one

project executed should be 2.5Crores or

more

xlii. The Service Provider should own the

Primary Data Center with back-up

Secondary Data Centre for data Security as

per the Government of India, National

data sharing and accessibility policy

(NDSAP) guidelines in this regard.

Desirable

xliii. The bidding agency should own the

copyright of the source code of the

solution. The agency should be able to

make changes as and when required in

any of the components of the

software/source code being utilized for

the purpose throughout the term of

Agreement with ICSI.

Desirable

xliv. The agency should design a high-

performance system and conduct

performance tests to verify successful

achievement of high concurrency, fast

response time, and long-stress duration

requirements of the system used to

conduct the examinations. Results of such

performance tests should be made

available to ICSI as and when required.

Sometimes these tests may have to be

conducted within short notice and with

strict deadlines. These tests shall be

conducted by the bidding agency prior to

the each of the examination awarded by

ICSI.

Desirable



All mandatory requirements mentioned above should be compliedby the bidders as applicable and

relevant support documents should be submitted for the fulfillment of eligibility criteria failing which the

Bids shall be summarily rejected.

There will be 70 % weight age for Technical Evaluation and 30 % for Commercial Evaluation.

Sl. No

Technical Parameters – Checklist Max score Bidder’s self-marking except for point 8

1. Average Annual Turnover of the Bidder during the last three (3) financial years >= INR 100 Crores :(10 marks) >= INR 50 Crores and < INR 100 Crores :(7 marks) >=INR 20 Crores and < INR 50 Crores : (4 marks)

10

2. Bidder should have experience in implementation of atleast 10 National/International Level projects out of which at least two of them Learning Related in Govt. Depts. / PSUs/ Educational Institutions during last 5 Financial Years. Cumulative value of top three qualifying projects will be taken into consideration) >= INR 30 Crores :(10 marks) >= INR 15 Crores and < INR 30 Crores :(7 marks) Less than 15 Crores :(4 marks)

10

3. CMMi Certification of the Bidder: Level 5 :(10 Marks) Level 3 :(5 Marks)

10

4. Bidders Experience of Implementing Project in PPP model (BOOT / BOO) in Govt. Depts. / PSUs/ Educational Institutions in India during last 5 Financial Years. More than 10 projects :(10 marks) >= 5 projects and < 10 projects :(7 marks) >= 5 projects :(4 marks)

10

5. Total No. of users, in Govt. Depts. / PSUs/ Educational Institutions in India, where the solution has been implemented. >= 20,000 Users :(15 marks) >= 10,000 Users and < 20,000 Users (12 marks) >= 4,000 Users and < 10,000 Users (8 marks) >= 2,000 Users and < 4,000 Users (4 marks)

15

6. Cert in Certification of the bidder/hosted Data Center and application

10



7. Total employees on pay roll for the proper execution of the contract >= 1000 employees who are Graduate/ Post Graduate in Engineering and or Computer Application (10 marks) >= 500 employees who are Graduate/ Post Graduate in Engineering and or Computer Application (7 marks) >= 100 employees who are Graduate/ Post Graduate in Engineering and or Computer Application (4 marks)

10

8 Demo 25

9. Total 100



Part ‘B’ COMMERCIAL BID

Rates Quoted should be Net Unit Rate (Unit Price + taxes + Cartage, if any) in the INR

(E- Learning Solution)

S.No Activity Cost (Inclusive of all taxes)

1 One Time development/Set Up Cost for E- Learning project(a+b+c+d+e+f+g)

a Software Cost

b Hardware Cost (if any)

c Implementation cost

d Training/manual

e Hosting Charges

f Any other charges (Please specify)

g Manpower cost for onsite maintenance (E- Learning Solution) on normal office hours at one of the central site (per month cost of onsite resource)

2 Specify entity other than above

3 Recurring Cost

a User Licenses per user per year

Up to 2000 Users

Up to 10,000 Users

Up to 50,000 Users

Up to 1,00,000 Users

Above 1,00,000 Users

b AMC/ATS-2nd Year

c AMC/ATS-3rdYear

d AMC/ATS-4thYear

e AMC/ATS-5thYear

Total Cost

4 Manpower per month cost to cater any additional requirements beyond the scope of Work within Warranty / AMC period.

5 Any other Cost if required

Prices quoted shall be inclusive of all statutory levies, taxes, fee, rate, charges, surcharges etc.

No component of cost would be paid unless the same is included specifically in the Commercial

Bid.

ALL other Taxes / Duties / levies and charges for packing, forwarding, freight, transit insurance,

loading and unloading, shall be included in the Commercial Bid .

Applicable taxes would be deducted at source, if any, as per prevailing rates

ICSI does not guarantee any minimal number of users for E-Learning Solution.



Declaration

The bidder should declare that:

a. He has read and understood the terms and conditions given in the Tender Document;

b. He is eligible for award of the contract as per the qualification criteria mentioned in the Tender Document;

c. He accepts and agrees to all the terms and conditions of the Tender;

d. He shall comply with all the terms and conditions of the Tender;

e. All the information / documents provided in his bid are true to the best of his knowledge and belief. If at any stage, the information / documents are found to be false, misleading or incorrect then his Bid / Purchase Order shall be cancelled at his cost and risk and he shall indemnify the ICSI for the loss caused due to the cancellation and he shall be liable for penal / legal action including black listing.

f. He understands that the ICSI reserves the right to cancel the Tender at any stage or to cancel / reject any one or more bid without incurring any liability.

All the information furnished by us here in above is correct to the best of our knowledge and belief.

Place: SIGNATURE OF THE APPLICANT Date: NAME & DESIGNATION SEAL OF ORGANISATION



ANNEXURE “A”

EXISTING STRUCTURE OF PAPERS OF COMPANY SECRETARYSHIP COURSE

Foundation Program

o Business Environment and Entrepreneurship

o Business Management Ethics and Communication

o Business Economics

o Fundamental of Accounting and Auditing

Executive Program

1. Module I

Company Law

Cost and Management Accounting

Economic and Commercial Laws

Tax Laws and Practice

2. Module II

Company Accounts and Auditing Practices

Capital Markets and Securities Laws

Industrial, Labour and General Laws

Professional Program

1. Module I

Advanced Company Law and Practice

Secretarial Audit, Compliance Management and Due Diligence

Corporate Restructuring, Valuation and Insolvency

2. Module II



Information Technology and Systems Audit

Financial, Treasury and Forex Management

Ethics, Governance and Sustainability

3. Module III

Advanced Tax Laws and Practice

Drafting, Appearances and Pleadings

One Elective Subject out of the following

Banking Law and Practice

Capital, Commodity and Money Market

Insurance Law and Practice

Intellectual Property Rights - Law and Practice

International Business-Laws and Practices



ANNEXURE “B”

Draft Standard terms and condition of Agreement

Forfeiture of Security Deposit and Invoking of Bank Guarantee

ICSI shall have the right to invoke the Bank Guarantee and to forfeit the security deposit if the Service

Provider contravene or breach any of the terms and conditions of the Agreement or if the Service

Provider withdraws or amends, impairs or derogates from Agreement or fails to execute the work as per

the Agreement or fails to deliver the satisfactory performance during the period of Agreement.

IICSI shall also have the right to invoke the Bank Guarantee and to forfeit the security deposit and to

adjust the damage or loss caused to the ICSI due to the negligence, carelessness, inefficiency, fraud,

mischief and misappropriation or any other type of misconduct of the Service Provider or its staff /

employee / agent / representative.

Whenever under Agreement any sum of money is recoverable from and payable by the Service

Provider, the ICSI shall have right to recover such sum by appropriating in part or in whole from the

security deposit / bank guarantee of the Service Provider. In the event of the security deposit / bank

guarantee being insufficient, the balance or the total sum recoverable, as may be, shall be deducted

from any sum due to the Service Provider or which at any time thereafter may become due to the

Service Provider under this or any other Agreement with the ICSI. If this sum is not sufficient to cover

the full amount recoverable, the Service Provider shall pay the ICSI on demand the remaining amount.

Compliances of Law

A.The Service Provider shall provide the Services in strict compliance with all relevant laws and

regulations of the State or Territory within India where the Services are being rendered and in

accordance with the conditions of any permit, license or concession relating to any part of the Services,

whether held by the Service Provider, ICSI or any other concerned party.

B. The Service Provider shall indemnify and hold ISCI harmless at all times from and against any liability,

penalty, cost or expense suffered or incurred as a result of the Service Provider failing to comply with

any law, or regulation, or such permit or license relating to any part of the Services.



Payment of Taxes

The Service Provider shall be responsible for and shall pay all taxes, duties, assessments or other

charges of any kind or nature whatsoever levied by any government or governmental body on or in

connection with the Services including without limitation all statutory levies, taxes, fee, duties, rate,

charges, surcharges etc. and any other tax ("taxes") levied on service provided by the Service Provider.

ICSI may withhold from payments due to the Service Provider any amounts required with respect to the

aforementioned taxes and to remit the same with the relevant authorities, in case of failure on the part

of the Service Provider.

Intellectual Property Rights

The Service Provider shall ensure that it holds all necessary copyrights, license rights and other

proprietary rights required in respect of any device or method used by it while providing the Services.

The Service Provider shall indemnify and hold ICSI harmless from and against any liability, penalty, cost

or expense suffered or incurred as a result of Service Provider failing to comply with his obligation under

the Agreement.

Indemnity

a. the Service Provider shall be solely liable for and shall indemnify ICSI, its officers, servants, employees

and agents against all liabilities, losses, claims and expenses of any nature whatsoever arising from any

personal injury or illness (including death) of any nature whatsoever and any penalty, loss, damage or

destruction to any property whether real or personal where such liability arises out of or in connection

with the rendering of the Services under the Agreement whether under common law, under statute or

otherwise. The Service Provider further covenants and agrees to indemnify and keep at all times

indemnified the ICSI against any loss or damage that the ICSI may sustain directly or indirectly as a

result of the failure or negligence of the Service Provider or its employees to faithfully carry out its

obligations under Agreement and further to pay for all loses, damages, costs, charges and expenses

which the ICSI may reasonably incur or suffer and to indemnify and keep indemnified the ICSI in all

respects.

b. The indemnifying party shall be granted immediate and complete control of any claim of indemnity

and the indemnified party shall not prejudice the indemnifying party's defence of the claim.

The indemnified party shall give the indemnifying party all reasonable assistance at the expense of the

indemnifying party on such claim of indemnity.



FORCE MAJEURE

The Parties shall not be liable for any failure to perform, any of its obligations under the Agreement if

the performance is prevented, hindered or delayed by a Force Majeure event (defined below) and in

such case its obligations shall be suspended for so long as the Force Majeure Event continues. Each

party shall promptly inform the other of the existence of a Force Majeure Event and shall consult

together to find a mutually acceptable solution.

"Force Majeure Event" means any event due to any cause beyond the reasonable control of the Party,

including, without limitation, unavailability of any communication system, sabotage, fire, flood,

explosion, acts of God, civil commotion, strikes or industrial action of any kind, riots, insurrection, war or

acts of government.

Confidentiality of Information

During the term of the Agreement and thereafter, any disclosing party's Confidential Information

received by the receiving party, under and by virtue of the Agreement, shall be maintained in the

strictest confidence and trust and shall not be disclosed to a third party without the prior written

consent of the disclosing party, unless such information is required to be disclosed in pursuance of the

order of a competent court, tribunal or other regulatory authority exercising valid jurisdiction, in which

case the party required to make the disclosure shall promptly notify the other Party in writing of such

disclosure. For purposes of this agreement "Confidential Information" means information that: (i) is

sufficiently secret to derive economic value, actual or potential, from not being generally known to

other persons who can obtain economic value from its disclosure or use; and / or (ii) is the subject of

efforts that are reasonable under the circumstances to maintain its secrecy or confidentiality.

b. Any software / hardware material, product specifications, financial information, documents covered

under Agreement shall be confidential information and deemed to be in private domain and it shall not

be made public or shared with any other party without the prior written consent of the ICSI.

c. Provided that upon the expiration, cancellation, or termination of Agreement, each party shall, upon

the written request of the other party, return or destroy, to the satisfaction of the other Party, all

Confidential Information, documents, manuals and other materials specified by the other Party.

Genuine Software

Both parties agree that the software that is required to be used for the purposes as envisaged under

Agreement shall be genuine and registered software and not a pirated version of any nature.



Blacklisting

The ICSI may by notice in writing and after giving an opportunity of being heard, blacklist the Service

Provider for suitable period in case Service Provider fails to discharge its obligation under Agreement

without sufficient grounds or found guilty for breach of condition(s) of the Agreement, negligence,

carelessness, inefficiency, fraud, mischief and misappropriation or any other type of misconduct by the

Service Provider or by its staff or agent.

Governing Law

The Agreement shall be interpreted in accordance with and governed by the laws of India.

Dispute Resolution:

Any dispute, difference, controversy or claim (“Dispute”) arising between the Parties out of or in relation

to or in connection with Agreement, or the breach, termination, effect, validity, interpretation or

application of this Agreement or as to their rights, duties or liabilities hereunder, shall be addressed for

mutual resolution by the authorized official of the parties. If, for any reason, such Dispute cannot be

resolved amicably by the Parties, the same shall be referred to the sole arbitration of the Chief Executive

of the ICSI of Company Secretaries of India or any other person appointed by him as Sole Arbitrator. The

provisions of the Arbitration and Conciliation Act, 1996 or any statutory modifications on re-enactment

thereof as in force will be applicable to the arbitration proceedings. The venue of the arbitration shall be

at New Delhi. The cost of the Arbitration proceedings shall be shared equally by both the parties. The

language of the arbitration and the award shall be English. The decision / award of the arbitrator shall be

final and binding.

Independent Agreement & Relationship between the Parties

The relationship of the Service Provider to ICSI under this Agreement shall be that of an independent

Contractor. The acts/performance and actions taken by either party in furtherance of their respective

activities of operation shall not bind the other except to the extent provided under Agreement. The acts

performed and action taken by either party that do not fall under the Agreement shall have binding

effect on the other to the extent they are reduced to writing and the prior consent of the other party is

obtained.That it is expressly understood & agreed between the parties to this agreement that the

personnel(s) employed / hired / engaged (permanent / regular / casual / contractual / temporarily /

daily wager or whatever be the status / name) by the Service Provider directly or indirectly for the

execution of work as provided under this agreement, shall not be employee / officer of the ICSI for any



purpose. None of such person of the Service Provider shall have any right to claim anything against the

ICSI.

Non-Exclusive Agreement

The Agreement between the ICSI and the Service Provider is a non-exclusive agreement. The ICSI shall

be free to enter into any such agreement with any other Service Provider during currency or the

extended currency of Agreement.

Complete / Entire Agreement:

The Agreement, it’s Attachments, if any, and the documents specifically referred herein constitute the

complete Agreement between the Parties and replace any written or oral Agreement or understanding

with respect to the subject matter. Changes, amendments or interpretations of the Agreement shall be

valid only if they are in writing and signed by both parties, except that each Party may make a change of

domicile or change of the name of the person to whom notifications shall be sent. This notification shall

be made through a written document to the other Party to the Agreement.

Non Waiver:

Failure to exercise by either party of any right under the Agreement in one or more instances shall not

constitute a waiver of those rights in another instance. Such waiver by one Party of any of the rights

established herein shall not be considered as a waiver of another right established herein. A provision or

right under the Agreement shall not be waived except in writing signed by the party granting the waiver,

or varied except in writing signed by all the parties.

Representations and Warranties

The Parties represent and warrant that they have relevant authority and permission under the

applicable laws/ rules/ notifications or by virtue of the order/ instruction/ directive from the relevant

authority to enter into this Agreement.

Severability

If any provision of the Agreement is held invalid, unenforceable or illegal for any reason, the Agreement

will remain otherwise in full force apart from that provision(s) which shall be deemed deleted.

Assignment & Sub-Letting

Neither party shall assign or sub-let any of its rights and obligations hereunder whether in whole or in

part without the prior written consent of the other. However, nothing in the foregoing shall be affected



in the event of there being a merger, amalgamation or takeover of the business/ management of a

party. In such an eventuality all the rights and obligations shall automatically be vested with the entity

with which such party has been merged or is taken over.

Notices & Notifications:

All notices, notifications, request, consents or other communications required or permitted to be given

to either party pursuant to the Agreement shall be in writing and shall be delivered personally or sent by

Registered Post with acknowledgement due, Speed post or by courier to the addresses indicated in this

Agreement. Any change of Address should be notified to each other.

Alteration and Modification

Any alteration or modification or waiver in connection with the Agreement will not be effective unless

made in writing and signed by both the parties.

TERMINATION

Either party may terminate this Agreement by giving a three (3)months’ notice in writing to the other

party for termination of agreement.

The ICSI without prejudice to any other remedy, reserves the right to terminate the agreement in whole

or in part by giving thirty (30)days’ notice in writing in case Service Provider fails to discharge its

obligation under this agreement without sufficient grounds or found guilty for breach of condition(s) of

the agreement, negligence, carelessness, inefficiency, fraud, mischief and misappropriation or any other

type of misconduct by Service Provider or by its staff or agent.

Any pending or unresolved operational issues, performance, unpaid fees and any other remedies shall

continue by the Service Provider during the period of termination notice and the same must be satisfied

before this agreement is terminated. The ICSI may also put in place any other agency for carrying out

the remaining work and expenditure incurred on same shall be recovered from the Service Provider.

The Service Provider shall have no claim to any payment or compensation whatsoever on account of any

profit or advantage, which would have been derived from the performance of this Agreement in full, but

which he did not derive in consequences of the full performance of this Agreement not having been

carried out, nor shall he have any claim for compensation / damage for the loss suffered by him by

reason of termination of Agreement by the ICSI. No claim for interest will be entertained by ICSI with



respect to any moneys or balances, which may be in its hands owing to a dispute between itself and the

Service Provider.

Precedence:

In the event of any ambiguity or doubt or dispute on the terms and conditions applicable, the order of

precedence for the purposes of resolving such ambiguity, doubt or dispute shall be:

(1) This Agreement

(2) The Attachments (if any)

(3) The Work Order (if any)

(4) The RFP

Jurisdiction of Courts:

All disputes arising out of or relating to the Agreement shall be deemed to have arisen in New Delhi and

only courts having jurisdiction over Delhi shall determine the same.

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