TERMS OF REFERENCES (TORs) - ICMA PAKISTAN OF REFERENCES (TORs) COMPOSING /DESIGNING LIST OF MEMBERS...

TERMS OF REFERENCES (TORs)

COMPOSING/DESIGNING

LIST OF MEMBERS’

Organization/Publisher

Address

Contact No.

Advertisement Ref.

Received by

Issued on

Issued by (Institute’s Officer)

For Information, Issuance and Submission of EOI

ICMA Pakistan Building, STICMAP Avenue, Block 6,

Phone # 021Email: [email protected]

www.icmap.com.pk

TERMS OF REFERENCES (TORs)for Pre-qualification

/DESIGNING, PRINTING AND SUPPLY

OF

LIST OF MEMBERS’ 2015

:

:

:

:

:

:

:


Director Administration ICMA Pakistan, Head Office

ICMA Pakistan Building, ST-18/C, ICMAP Avenue, Block 6, Gulsahan-e-Iqbal,

Karachi-75300 Phone # 021-99243900 EXT : 222 Email: [email protected]

www.icmap.com.pk

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TERMS OF REFERENCES (TORs)

SUPPLY

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Table of Contents

1. Introduction of ICMA Pakistan

2. Tender Advertisement (published in national dailies on October 09, 2015)

3. Evaluation Process

4. Evaluation Weightage

5. Brief Introduction of the Bidding Organization

6. Technical Evaluation Documentation Requirement

7. Financial Bid Form

8. Terms & Conditions

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Introduction about ICMA Pakistan ICMA Pakistan is a professional not-for-profit accounting Institution. Realizing the need, the profession of Management Accounting came into existence in Pakistan with the establishment of the Pakistan Institute of Industrial Accountants in 1951 by a legend Finance professional, Mr. Muhammad Shoaib, who also served Finance Minister of the country and senior position at World Bank. The Institute was, later, named as the “Institute of Cost and Management Accountants of Pakistan” and now commonly known with its acronym, “ICMA Pakistan”. It was established in 1951 and was given statutory status vide Cost and Management Accountants Act, 1966 being the only Institute to regulate and promote the profession of Management Accounting in Pakistan and to deliver education and confer certification. It, currently, has more than 5,000 members within Pakistan and 43 countries abroad serving in more than 100 sectors on the senior management positions such as Chairmen, CEOs, CFO, MDs, Directors, GMs etc. The Institute has sizeable strength of students i.e., approx. 15,000 which is increasing gradually. The Institute has its major centres at Karachi, Lahore, Islamabad, Multan & Faisalabad whereas it has more than 15 authorized education centres and registered education providers. For last 61 years, the Institute is playing a vital role in sustainable growth of industrialization and economy of the country by virtue of professional qualification and multidimensional experience of Management Accountant qualified from this Institute. They have excelled in almost all phases of business, finance, accounting and industrial operations. Today, Management Accountants, being key member of top management and decision making team, help organizations to take appropriate decisions for the business prosperity and growth. In view of above, the Institute seeks “Expression of Interest” from organizations of national and international repute to become business partner in developing “List of Members’ 2015” for ICMA Pakistan.

Tender Advertisement

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Evaluation Process

Evaluation Weightage

• Technical : 70%

• Financial : 30%

EOI Advertisement

Hosted in ICMAP & PPRA Web site

Receiving prescribed EOI

Documents from office/ website / throug E-mail

Submssion of Sealed

Documents as per directives given in the

advertisement

Opening of Technical

Bids in front of present bidders

Presentation /

One-on-one meeting by Shortlisted Bidders

(if required)

Shortlisting of pre-

qualified organization

Annoucement of date

for opening Financial BidOpening of Financial Bid

Finalization of Bidder

for Award of Contract

Approval of Competent

Authority

Finalization of Terms

& Conditions, Timelines, Schedule of Payments and other details with

successful Bidder

Award of Contract to

successful Bidder through Work Order

Mobilization Advance

and Performance Gurantee

Commencement of

Work

Facilitation, Monitoring,

Quality Assurance, Payments, etc as per Terms

Completion of Project Satisfaction Report and

Final Settlement (as per terms)

Payment of

Remaining AmountSatisfaction Report

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Brief Introduction of the Bidding Organization

Sr. Factors Description

1 Name of the Organization / Publisher :

2 Date of Establishment :

3 Corporate Status (Proprietor / Partnership / Pvt. Ltd. / Ltd.)

:

4 Company Registration No.

5 NTN No. :

6 G.S.T No. :

7 Name of Owner / Proprietor / MD / CE :

8 CNIC No. :

9 Mailing Address (Registered and Operational Offices)

:

10 Contact / Cell No(s). :

11 Fax No(s).

12 Email Address(es) :

13 Bank Name & Account No. (for which statement is enclosed)

Company’s Stamp Signature

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Technical Evaluation Documentation Requirement

Sr. Description Page

1 Introduction of ICMA Pakistan 3

2 Tender Advertisement (Up-loaded at ICMAP & PPRA) 3

3 Evaluation Process 4

4 Evaluation Weightage 4

5 Brief Introduction of the Bidding Agency/Organization 5

6 Technical Evaluation Documentation Requirement 6

7 Financial Bid Form 7

8 Technical Bid Form 8

9 Technical Bid Form – List of major Clients 9

10 Technical Bid Form – Resource Persons 10

11 Technical Bid Form – Banks 11

12 Technically Marks Criteria 12

14 Terms & Conditions 13


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Institute of Cost and Management Accountants of Pakistan Administration Department

FINANCIAL BID FORM Tender No.: ICMAP/ADMIN/HO/10/2015/1291

Director Administration & HR, ICMAP Head Office, Karachi. The task wise quote of “Composing/Designing, Printing & Supply of List of Members’2015” are as follows:

Job must be done in under one Roof Sr. Description Qty. Rate per

Copy Rate per

Page Amount

1 Composing / Designing:

• Title Cover: 2 pages;

• Inside Papers: 800 (+/-10) pages approx.;

Complete page making:

• Serializing, Photo Image Setting, Country-wise, City-wise, Corporate Sector-wise Page Setting

(Data Compiling);

Confidentiality of Data: Data must be Secret & Not disclosed to outsider;

Job must be done in under one Roof

800 (+/- 10) approx.

pages per copy

2 Printing Inside Pages:

• Paper: Indonesian White Paper

• Grammage: 70 gms

• Size: 8.5’’ x 5.5” (approx.)

• Color: 1-color (Black & White)

• Data with Photos

3 Title Cover Printing:

• Paper: Art Card with Lamination

• Grammage: 310 gms

• Color: 4-color

4 Output Process:

Through Image-setter (film-making process)

5 Binding:

Stitching: Required

Hot Glue

6 Quantity of the Book 5000 Books

Total (Amount in Rs.) – PER COPY

Total (Amount in Rs.) – FOR 5000 BOOKS

In Words

Note:

a) Final payment will be made on actual No.of pages; (b) Please specify your terms and conditions, (If any). _____________________________________________________________________________________

_____________________________________________________________________________________ ______________________________________________________________________________________


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TECHNICAL BID FORM

Published Material List of Major Published Material – In last 5 years

Sr. Books Published for Publication

based at

Overall Approx.

Cost of Project

Duration Completion Year

Use extra sheet in the same format if required.


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TECHNICAL BID FORM ACCOUNTING BODIES / INSTITUTIONS

List of major Clients with Contact Person

Sr. Client Concerned Officer(s) of

Organization

Contact / Cell No. Email



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TECHNICAL BID FORM

RESOURCE PERSONS

Details of Resource Persons attached full-time / part-time

Sr. Resource Person’s Name Designation Qualification Years of Experience



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TECHNICAL BID FORM

BANKS

List of major Banks with Contact Person

Sr. Name of Bank Branch City Operational Duration



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TECHNICAL BID FORM

STEPS / TIMELINE

Development Process with Timeline for List of Members’ 2015 t’’4’ 2014 14

Sr. Task / Job Phase(s) / Step(s) Time Required / Duration Conditionality (if any)

1 Composing of Data

2 Final Draft / Proof

3 Printing Time-line

4 Supply Dead line

6 Others (if any)



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Institute of Cost and Management Accountants of Pakistan Administration Department

Terms & Conditions Technical Pre-Qualification Requirements: 1. The participating organization should have sufficient publication experience; 2. The participation organization should have expertise to professionally develop contents through available full- and part-time resources; 3. The organization should have its own team of internal and outsourced professionals; 4. The organization should have at-least 3-year professional experience at local and international level in above-mentioned areas for working for reputable

accounting bodies / institutions. Other Terms: 5. To participate in EOI, it is necessary to meet above technical pre-qualification requirements; 6. During evaluation of proposals, 70% wieghtage will be given to technical competencies whereas 30% towards financial competitiveness; 7. EOI should be submitted on ICMA Pakistan prescribed format with stamp of the organization otherwise will be rejected; 8. The participating organization shall meet documentation requirement for Technical Evaluation / pre-qualification; 9. Quotation / rates should be valid for three months from the date of opening of quotation and Institute will not be liable to amend work order due to any

inflationary impact on cost of assignments; 10. The quote / rates shall be inclusive of applicable income tax; 11. The selected organization / publisher will be required to submit draft content for Institute’s management approval; 12. The participating organization may be required to visit ICMA Pakistan Campuses for rendering any kind of service including delivery of relevant items,

design, drawings, meetings, etc; 13. The job of development of List of Members’ 2015 will only begin on the receipt of work order / formal communication by the competent authority; 14. The payment invoice will be processed after completion of work and its satisfaction certificate by the Institute’s concerned officer or otherwise it shall be

specified on Financial Bid; 15. All part / full and final payment will be made within 20 days after submission of invoice and receiving partly / complete certificate of completion; 16. On completion of assignment, the organization will submit a letter of completion for the Institute’s management to ensure completion of work as per

requirement and to issue completion certificate; 17. Selected organization will be required to cooperate with the Institute to complete the assignment and sub-tasks within required days from the date of

issuance of work order / formal communication or any specified time mentioned in work order or to be specified from time to time with mutual consent to avoid penalty;

18. Incomplete EOI / proposal or those received after deadline date and time will not be entertained; 19. In case of Tax exemption, tax exemption certificate will be required along with Invoice; 20. Quotes shall be inclusive of G.S.T (applicable rates of Govt.); 21. Quotes without taxes shall right-a-way rejected without any reason; 22. EOI’s documents with all requisite information shall be submitted on the prescribed format separately marked as “Technical Bid” and

“Financial Bid” to below-mentioned address.

Director Administration & HR

Institute of Cost & Management Accountants of Pakistan ICMAP Head Office Building, ST-18/C, ICMAP Avenue, Block 6, Gulshan-e-Iqbal, Karachi.

Tel: (92-21) 99243900; Fax: (92-21) 99243342; E-mail: [email protected], URL: www.icmap.com.pk

23. The “Terms of References” (TORs) can be obtained during office timings between 09:30 a.m. to 04:30 p.m. (between Monday to Thursday) from below-mentioned addresses;

24. The “Terms of References” (TORs) shall be submitted by October 23, 2015 by 11:00 a.m. EOI submitted after deadline date and timings will not be considered;

25. The EOIs will be opened at October 23, 2015 at 11:30 a.m. at ICMA Pakistan Head Office and through video conferencing facilities at Lahore and Islamabad in front of present bidders or their authorized representatives (if present);

26. Incomplete, incorrect or false information, if found now or later stage, will result in immediate rejection before or during or after pre-qualification; 27. ICMAP reserves the right to accept or reject any or all EOIs / proposal on the basis of technical grounds or any other reason(s) without informing to

participants / bidders.



Director Administration ICMA Pakistan, Head Office

ICMA Pakistan Building, ST-18/C, ICMAP Avenue, Block 6, Gulshan-e-Iqbal,

Karachi-75300

Phone # 021-99243900 Ext 222 Email: [email protected]

www.icmap.com.pk

TERMS OF REFERENCES (TORs) - ICMA PAKISTAN OF REFERENCES (TORs) COMPOSING /DESIGNING LIST OF MEMBERS...

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