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to download the tender document - Bharat Sanchar Nigam Ltd

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to download the tender document - Bharat Sanchar Nigam Ltd

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No.7-1/2008-09/PF (Trust)

    TENDER DOCUMENT

    FOR

    “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)

     BSNL C.O.

     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

    Chandralok Building,

    Janpath, New Delhi-110001.

Issued by : AGM (Wel. & Sp.)

Issued to :

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    Table of Contents

    S.No. Details Page

     Section-I

     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

     Annexures

     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

     basis”.

     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

     required.

     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

     complete details.

     (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

     subscriber’s account

     (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

     widow /children/nominees/self.

     (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

     generated database.

     (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

     Trust.

     (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

     data.

    (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

     attached.

    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

     employees.

     1.7 Clientele claim by the firm must be supported by necessary

     certificates.

     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

     them.

     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

     bidder.

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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

     and rejected.

     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

     opening.

    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

     form, OR

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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.

     Envelope 1:

     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.

     Envelope 2:

     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.

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