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“FORMATION OF PF TRUST, TRANSFER OF CONTRIBUTIONS FROM EPFO TO
TRUST AND RENDERING SERVICES TO THE TRUSTEES FOR MANAGEMENT OF
PF TRUST “
Date of Issue : 23.3.2009
Tender Available from : AGM (WL &S)
From 25.03.2009 to 27.04.2009
Last date of submission : 11.30 Hrs on 30.04.2009
Date of Opening : 1200 Hrs on 30.04.2009
BHARAT SANCHAR NIGAM LIMITED
(A Govt. of India Enterprise )
Welfare Section th10 Floor, West Wing
Janpath, New Delhi-110001.
Issued by : AGM (Wel. & Sp.)
Issued to :
Table of Contents
S.No. Details Page
1. Notice Inviting Tender 3
2. Brief Background 4
3. Scope of work 5-6
4. Instruction to Bidders 7-12
Section – II
5. General (Commercial )Conditions of Contract 13-20
6. Special Conditions of Contract 21
I. Bid Security Form 22
II. Technical Bid 23-25
III. Financial Bid 26
IV. Letter of Authorization 27
V. Performance Security Guarantee Bond 28-29
VI. Certificate-Non participation of near relatives 30
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Section – I
Bharat Sanchar Bhawan, Harish Chandra Mathur Lane
Janpath, New Delhi-110001.
NOTICE INVITING TENDER
TENDER NO. & DATE : 7-1/2008-09/PF (Trust), 23.03.2009
DUE DATE OF RECEIPT : 30.04.2009 TIME UPTO 11.30 HOURS.
DATE OF OPENING : 30.04.2009 TIME AT 12.00 HOURS.
ON BEHALF OF CHAIRMAN AND MANAGING DIRECTOR, BHARAT SANCHAR NIGAM LIMITED, SEALED TENDERS ARE INVITED FOR “ FORMATION OF PF
TRUST, TRANSFER OF CONTRIBUTIONS FROM EPFO TO TRUST AND
RENDERING SERVICES TO THE TRUSTEES FOR MANAGEMENT OF PF TRUST”
THE INDIAN FIRMS HAVING STRONG NETWORK ON PAN INDIA BASIS & HAVING EXPERIENCE OF CATERING PF RELATED SERVICES ARE ELIGIBLE TO PARTICIPATE IN THE TENDER.
BID SECURITY IN THE FORM OF BANK GUARANTEE WILL BE RS.2,00,000/- (RUPEES TWO LAKH ONLY)
Interested Firms can obtain the tender documents and related terms and conditions thfrom office of DGM (Welfare & Sports), 10 Floor Chanderlok Bldg. by paying tender document fee of Rs.2000/- (Rupees two Thousand only) non refundable in the form of crossed DD in favour of AO (Cash) BSNL, Corporate Office, New Delhi w.e.f. from 25.03.2009 upto 27.04.2009 between 11.00 hrs and 13 hrs on all working days or can download from our website www.bsnl.co.in. In case of downloading of documents the firm shall also furnish a DD of Rs.2000/- .
“Technical Bid ” along with “Financial Bid ” and Bid security in separate sealed covers thshould be submitted in a single sealed cover to AGM (Welfare & Sports ), 10 Floor
Chander Lok Bldg. New Delhi-110001. Bids received after the stipulated date and time will not be entertained under any circumstances. BSNL reserves the right to accept/reject any offer without assigning any reasons whatsoever.
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1. BRIEF BACKGROUND & NATURE OF WORK
Bharat Sanchar Nigam Ltd. formed in October, 2000, is a Telecommunications
Company providing comprehensive range of telecom services in India and one of
the largest public sector unit in India having its corporate and Regd. office at
Bharat Sanchar Bhavan, Harish Chandra Mathur Lane, Janpath, New
Delhi-110001. It has around 3.1 lakh employees out of which around 25,000
are covered under the EPFO, spread over five Zones. BSNL intends to Formation
of BSNL’s Provident Fund for directly recruited employees ( hereinafter referred
to as PF Trust), Transfer of previous contributions from EPFO to Trust and
rendering services to the Trustees for management of PF trust on turn key
Sealed bids are therefore, invited under two bid systems (Technical Bid &
Financial Bid) in the prescribed formats enclosed with the bid document.
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2. SCOPE OF WORK –
(A) Formation of PF Trust –
Phase I- Framing of Trust Deed, Framing of Trust Rules, Formation of
PF Trust of BSNL, permission of respective EPFO’s , framing of
guidelines for investment, obtain Income Tax approval, obtain exemption
from EPFO and obtain any other clearance/approval of any authority, as
Phase II - Designing the system for keeping Individual record, designing
the Accounting System for keeping Fund Account, designing the system
to monitor investment so as to optimize the yield of the fund, designing
the system for granting withdrawal/settlement of claim, designing the
system for Management Information Services. Testing, Commissioning &
Implementation of the Scheme in BSNL.
Phase III - Transfer of contributions from EPFO to TRUST
(a) Reconciliation of monthly due –deposit with the
respective EPFO’s of previous periods , throughout the country
(there are approx. 700 participating PF codes).
( b) Issuance of PF slips from EPFO.
(c ) Transfer of EPF Deposits to the newly formed PF Trust a/c with
(B) After successful commissioning of Phase I & Phase II and
implementation of the scheme the consultant will render
below mentioned services to the trustees for Management of PF
Trust, EPS 95 & EDLI (For 12 months)
(a) Preparation and submission of respective challans / statutory returns
under EPF & MP Act 1952 and Income Tax Act 1961 such as Form
4 PS, 5 PS, 6 PS, 7 PS, 8 PS etc. monthly /annually.
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(b) Maintenance of database of all the eligible employees along with
their nominees with all relevant details such as bank details,
children’s date of birth details, nominees identification details,
contact details as required under EPF & MP Act 1952.
(c) Allotment of PF numbers to employees & maintenance of
(d) (i) File claims with EPFO for the employees who attain
supernnuation/retirement from service on monthly basis and
ensure to include all necessary details in claims.
(ii) On death/resignation of a member, service the claim for his
(iii) The transfer of Accounts from BSNL to other organizations in
the event of an employee leaving BSNL and joining such
organization which are covered by EPF & MP Act 1952.
(iv) Ensure time bound claim, processing & sanction of claims
under EPF & MP Act 1952 at respective EPFOs.
(v) Collection of PPO/PPA details from concerned EPFOs with
reference number and compilation and maintenance of PPO
(e) Investment of the funds as per the Govt. of India Guidelines
with the objective of optimizing the Yield of the fund in the PF
(f) Designing of format of periodical reports to be generated for
monitoring investments for statutory/ Management purpose.
(g) Designing a market intelligence system to keep track of
investment opportunities as per Govt. Guidelines.
(h) Interest collection and redemption of investments.
(i) Reconciliation of monthly contribution with monthly/yearly
(j) Identifying the no. of staff required at CO & Circle level & training
them for the maintenance of PF trust .
C. Any other work with regard to A & B above.
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3. Instructions to Bidders
1. ELIGIBILITY CRITERIA-
1.1 The Firm must be an Indian Firm.
1.2 Firm must have tested web enabled PF Administrative Software &
Team to support the software.
1.3 Firm should have strong network and adequate infrastructure,
experienced manpower on PAN India basis (having offices in
all the five Zones – East, West, North, South & North East)
to take up works of BSNL in most expeditious manner.
Declaration of professional firm in this regard should be
1.4 Firm must be in existence since last 10 years in the profession.
1.5 Firm’s average turnover during last three years must be at least 3
crore and out of this 25% should be from PF domain.
1.6 Firm must have catered PF related services to at least ten clients
out of which five should be PSUs over the last five years. They
should have catered to at least one PSU having over 5,000
1.7 Clientele claim by the firm must be supported by necessary
2. Bid Document
2.1 Bid document includes
a) Notice inviting Tender
b) Instruction to bidders
c) General (Commercial ) conditions of the contract.
d) Special conditions of contract if any
e) Technical Bid & Financial Bid
f) Annexure –I to VI.
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2.2 The bidder is expected to examine all instructions, forms,
Terms etc. in the Bid Documents. Failure to furnish all the
information required as per Bid Documents or submission of
the bids not substantially responsive to the Bid Documents
in every respect will be at the bidder’s risk and may result
in rejection of the Bid.
2.3 A prospective bidder requiring any clarification on the Bid
document shall notify BSNL in writing. BSNL shall respond
in writing to any request for the clarification of bid
document, which it receives not later than 5 days prior to
the date of opening of Tender.
2.4 Any clarification issued by BSNL in response to query
raised by prospective bidders shall form an integral part
of bid documents and it may amount to an amendment
of relevant clauses of the bid documents.
3. AMENDMENT TO BID DOCUMENT
3.1 At any time, prior to the date of submission of bid, BSNL
may, for any reason whether at its own initiative or in
response to a clarification required by a prospective bidder,
modify the bid documents by amendments.
3.2 The amendments will be uploaded on BSNL website and
shall also be notified in writing to all prospective bidders on
the address given at the time of purchase of the Bid
Document and these amendments will be binding on
4. FINANCIAL BID
4.1 The bidders are advised to understand the magnitude of the
job involved before submitting their bids. The bidder shall
quote the composite price inclusive of all services, taxes
(excluding service tax) etc. for all the items given in the
financial bid. Service tax if levied will be paid by BSNL as per
actuals based on CENVAT-able invoice submitted by the
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4.2 The bidder should quote for all the items listed in
Annexure III failing which the bid shall be treated
as Non Responsive and liable to be rejected.
4.3 The price quoted by the bidder shall remain fixed during the
entire period of contract and shall not be subject to
variation on any account. A bid submitted with an
adjustable price quotation will be treated as non-responsive
5. BID SECURITY
5.1 The bidder shall furnish, as part of his bid, a bid security for
an amount of Rs.5,00,000 (Rupees five lakh) only
5.2 The bid security shall be in form of a bank guarantee issued
by a scheduled bank in favour of BSNL and shall remain
valid for a period of 150 days from the date of tender
5.3 A bid not secured in accordance with para 5.1 shall
be rejected by the BSNL as non-responsive at the bid
opening stage and returned to the bidder unopened.
5.4 The bid security of the unsuccessful bidder will be
discharged/ returned as promptly as possible but not later
than 30 days after the expiry of the period of the bid validity
prescribed by the BSNL pursuant to clause 11.
5.5 The bid security may be forfeited:
a) If the bidder withdraws his bid during the period
of bid validity specified by the bidder in the Bid
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b) In the case of successful bidder, if the bidder
i) Fails to sign the contract in accordance with
clause 9 of “INSTRUCTION TO BIDDERS” OR
ii) Fails to furnish performance security in
accordance with clause 2 of “General Conditions
of Contract” OR
iii) Fails or refuses to honour his own quoted price.
c) In both the above cases i.e. 5.5 (a) & (b) the bidder
will not be eligible to participate in the tender for one
year from the date of issue of Letter of intent. The
bidder will not approach the court against the decision
of BSNL in this regard.
6) SUBMISSION & EVALUATION OF BIDS
6.1 The tender shall be submitted in a sealed envelope
superscribed with “Tender No 7-1/2008-09/PF
(Trust).”This main envelope will contain three
envelopes as under.
This will contain the BID SECURITY in the form of Annexure
I “BID SECURITY Tender No7-1/2008-09/PF (Trust) Part –
1” shall be superscribed on the sealed envelope.
This will contain the Technical Bid in prescribed Performa of
Annexure –II in sealed cover, superscribed with “Part –II
Technical Bid of Tender No 7-1/2008-09/PF(Trust) ” This
will be opened only after opening of Part -1 and satisfactory
submission of BID SECURITY.