TERMS OF REFERENCES (TOR) AND REQUEST FOR EXPRESSION OF INTEREST (REOI) for IDCOL Digitization Project Ref No.: IDCOL/REREDPII/S-27 08 April 2015 Infrastructure Development Company Limited (IDCOL) UTC Building, Level-16, 8 Panthapath, Kawran Bazar, Dhaka-1215 TOR_IDCOL Digitization Project i Table of Contents 1. Introduction ....................................................................................................................................................................... 1 2. Objectives of the Digitization Project ...................................................................................................................... 1 3. Brief Description of the Project .................................................................................................................................. 1 4. Scope of Work.................................................................................................................................................................... 2 5. Project Deliverables ........................................................................................................................................................ 5 6. Project Duration ............................................................................................................................................................... 5 7. Content of EOI Submission ........................................................................................................................................... 5 8. Eligibility.............................................................................................................................................................................. 6 9. EOI Submission Deadline .............................................................................................................................................. 6 Annex – A: Technical Specifications ................................................................................................................................... 7 Annex – B: List of Professional Staff................................................................................................................................... 7 REQUEST FOR EXPRESSIONS OF INTEREST (REOI) .................................................................................................. 8 TOR_IDCOL Digitization Project ii Terms of Reference for “IDCOL Digitization Project” 1. Introduction Infrastructure Development Company Limited (IDCOL) was established on 14 May 1997 by the Government of Bangladesh. The Company was licensed by the Bangladesh Bank as a Non-Bank Financial Institution (NBFI) on 5 January 1998. Since its inception, IDCOL is playing a major role in bridging the financing gap for developing medium to large-scale infrastructure and renewable energy projects in Bangladesh. The company now stands as the market leader in private sector energy and infrastructure financing in Bangladesh. IDCOL is the largest energy and infrastructure financing company in Bangladesh and involved in structuring and financing of many large infrastructure projects in sectors like power, telecom, toll roads, ports, ICT etc. Many of these projects were first of its kind in Bangladesh and vital for the national development. In its drive towards promoting alternative sources of energy, IDCOL finances projects and programs that utilize various forms of renewable sources. Through startup subsidy, concessionary credit, and capacity development support, IDCOL complements the Government’s mission of generating five percent of the country’s total electricity from renewable sources by 2015. IDCOL’s objective is to ensure financial and economic sustainability of the sector with an ultimate goal of commercialization. IDCOL, situated at Level-16, UTC Building, 8 Panthapath, Kawran Bazaar, Dhaka, Telephone No.: 9102171-8, Fax No.: +880-2-8116663 is now seeking assistance for a digitization project (see scope of work below).The project will be carried out at IDCOL Head Office (HO) and 12 IDCOL Regional Offices (RO) located at Brahmanbaria, Barisal, Barguna, Bagura, Chitagong, Dhaka, Khulna, Faridpur, Laxmipur, Mymensingh, Rangpur and Sylhet. 2. Objectives of the Digitization Project The digitization project is intended to a) To go paperless b) To improve accessibility and availability of the documents c) To enhance the search ability of the documents d) To contribute to the comprehensiveness of IDCOL database 3. Brief Description of the Project IDCOL officials process huge amount of documents regularly. Processed documents are kept in archives for further reference. Due to volume of processed documents and space constraint a Document Archival System is required by IDCOL. IDCOL through a service provider intends to archive all documents. Approximately 17,500,000 number of pages has to be digitized under IDCOL’s different departments. All the documents will be digitized within the premises of IDCOL Head Office (HO)and12 IDCOL Regional Offices (RO). No document shall be allowed to be taken outside from IDCOL premises at any point. The service provider will deploy sufficient equipment and manpower to complete the work within stipulated timeframe, including but not limited to: All hardware required to set up a digitization centre within IDCOL premises. The equipment will be removed after completion of the project with the authorization of IDCOL. All required software. The service provider will perform o o o o o Digitization Proofing Data entry in digitization software Integration with IDCOL MIS Training & capacity building The service provider must complete the project within 6 (six) calendar months. TOR_IDCOL Digitization Project 1 4. Scope of Work The requested services of the service provider comprise but are not limited to the following: 4.1 Detailed action plan for the digitization: IDCOL staff will be handing over the documents to the service provider in batches. The service provider shall return the documents to the same staff in the same form after scanning. The service provider will be responsible for carrying out restoration on documents that are returned damaged as a result of poor handling. The action plan shall include: A detailed work plan for the scanning of documents with milestones and timelines. The work plan shall be approved by IDCOL. A detailed workflow including: o o o o o o o o o o o 4.2 Document preparation: unbinding, repairing, rebinding etc. Scanning methodology Quality control: steps for ensuring optimum quality including ensuring that the content of the scanned documents are the exact replica of the original document, conformity of the pages of scanned image with that of original, image clarity, resolution, de-skewing, cropping, image resolution etc. Naming the documents following a naming convention specified by IDCOL Indexing Disaster Recovery plan Initial storage of the digitized content Handing over the digitized content to IDCOL through hard disk Integration of digitized content with IDCOL MIS Digitization software Training & capacity building of IDCOL staff Setting up a fully equipped digitization centre at IDCOL HO / RO to carry out the project The service provider is expected to bring his/her own resources, including: All the required hardware, software, and supporting equipment (scanners, computers, printers etc.). The required personnel/staff (see Annex B) Document preparation, unbinding, scanning and rebinding must be done within IDCOL premises. The rest of the process may be done at service provider’s premises within stipulated timeframe. 4.3 Testing phase Using a representative sample of the documents, the service provider shall conduct a testing of the digitization process. The purpose of this testing phase is to assess the ability of the proposed work plan and workflow to digitize documents with required speed and quality. The following criteria will be used to assess this phase: Number of documents digitized per day Quality of digitized records Indexing Care and handling of original documents This phase will allow the service provider to improve their digitization process by adjusting the workflow and work plan. It is expected that a total of 50,000 pages of documents will be covered in the testing phase. The service provider must demonstrate the digitization software’s interface and how the complete testing phase data can be integrated in IDCOL MIS. Successful completion of this phase is the prerequisite for going ahead with the remaining on the contract. All payments shall commence only after the successful completion of this phase. TOR_IDCOL Digitization Project 2 4.4 Scanning and digitization of documents The digitization of documents (see “Brief Description of the Project” for approximate number of documents to be digitized)as per technical specifications mentioned in Annex – A will begin after successful completion of the testing phase. The digitization process will follow the approved workflow and work plan provided by the service provider and refined and approved during the testing phase. The digitization must be conducted in such a way that the scanned documents are as close to the originals as possible. Image enhancements may be required. 4.5 Indexing of the digitized documents The service provider must ensure the proper indexing of the scanned documents. The indexing technique must be approved by IDCOL. 4.6 Quality checks The quality check and validation of the output produced by the service provider will be performed by both IDCOL and the service provider to ensure that the desirable quality is provided on elements including size of image, resolution of image, file format, cropped and border areas, alignment and text legibility etc. Should it be found that the service provider has not performed the scanning work satisfactorily and the images are of poor quality, IDCOL reserves the right to get the documents scanned afresh by another service provider and the cost incurred shall be adjusted from the service provider’s bill. 4.7 Return of the original documents Original documents will be returned by the service provider on a batch basis. Under no circumstances, the documents shall be changed, mutilated, destroyed or replaced by some other documents. 4.8 Reports The consultant will report to IDCOL by preparing the following reports: 4.8.1 Inception Report Due within one week after the start of the assignment. The inception report will make a detailed proposal for the framework of implementation of the digitization project covering section 4.2 of this ToR. Before proceeding to the fieldwork, the service provider shall submit the inception report containing the detailed work plan and the work flow to IDCOL. 4.8.2 Report on Equipment Specifications After completion of the project, IDCOL intends to carry out digitization of documents using own resources. In this regard, the service provider has to submit a report mentioning detailed technical specifications of equipment required to continue digitization using IDCOL’s own resources. The report is due along with second Monthly Progress Report. 4.8.3 Monthly Progress Report The Monthly Progress Report will describe all activities performed and results achieved within the reported period. It will report the state of planned / implemented activities and assess their results’ implications on the implementation of the Project. The Monthly Progress Report must have two dedicated chapters on quality control and return of original documents titled respectively as Monthly Quality Control Report and Monthly Return Report of Original Documents. TOR_IDCOL Digitization Project 3 Each Monthly Progress Report must be accompanied by the digitized content and submitted to IDCOL through hard disk. 4.8.4 Draft final report One week prior to the end of the project duration, a draft final report will be due which will detail all activities performed and results achieved, covering all aspects of the scope of work. Moreover, the report will include recommendations relevant for further developing the project, and identify further steps to be taken by IDCOL regarding the need for further assistance, if any. 4.8.5 Final Report Due two weeks after IDCOL have submitted their comments on the draft final report, if any. 4.8.6 Report Submission Guidelines Of every report, two hard copies along with one electronic copy have to be submitted to IDCOL as per time schedule. Except for the final report, all comments by IDCOL will be given not later than two weeks after receipt of the report. In addition and if necessary on an ad hoc basis, the service provider shall report on all circumstances that might jeopardise the achievement of the overall objective and the project results. Each report shall contain an executive summary. It will also highlight any problems or issues that require urgent attention with proposals as to how these can best be addressed. 4.9 Training & Capacity Building Three types of training will be provided by service provider: 4.9.1 Management Training: IDCOL HO officials will be included in this category. The objective of this training is to ensure overall understanding of operation of the system. Training areas o o o o o 4.9.2 Presentation on the overall concepts of the Digital Archiving of files and its scope and benefit. Introduction to software/database/security concepts Hands on training on basic operating system functionality Demonstration on Operation of the Scanning and storing process. Hands on training on how to use the software to extract MIS reports and use them as decision support or monitoring tools. End user Training: This group will consist of IDCOL RO officials and IDCOL HO support staff who will keep the system running. The trainees will receive hands on training on subjects specific to him rather than receiving conceptual understanding on the overall functionality of the total system. This is the key training activity of the project. Training areas o o o o Presentation on the overall concepts of the Digital Archiving of files and its scope and benefit. Demonstration on Operation of the Scanning and storing process Hands on training on the specific area Disaster Recovery plan TOR_IDCOL Digitization Project 4 4.9.3 Technical Users Training: A strong technical team is required to maintain the system and provide prompt support to the end users. The service provider will train IDCOL IT Department officials for smooth operation of the digitization software after expiry of the maintenance phase. IT department officials will work as system administrator/database administrator, programmer, web master etc. Training areas o o o o 4.9.4 Complete solution for an archiving application Development Digital archiving administration Software trouble shooting Advanced areas of archiving technology User Manual: User manuals (in Bangla) incorporating training areas for end user training will be supplied by the service provider during the training. In addition, soft copies of presentation slides and other audio visuals will be provided by the service provider. 4.10 Maintenance After the completion of Data Entry, Archiving and Image Processing, the service provider will have to provide maintenance for 12(twelve) additional months. Maintenance will include the following tasks: 5. Project Deliverables 6. Fix any software problems within 2 working days. Fix any security issues (including virus attacks and other security problems) within 24 hours. Maintain back-up and recovery of data. Assist IDCOL to maintain and enhance the system through transfer of knowledge as required. Develop required modification of existing software for smooth operation and compatibility with the proposed data entry, archiving and image processing, if necessary. Detailed work plan and workflow Approved testing phase Ongoing reporting o Inception report o Monthly progress report o Monthly quality control report o Monthly return report of original documents o Final report Indexing Handing over of the digitized activities through hard disk Integration of digitized content with IDCOL MIS Handing over of digitization software Training & capacity building of IDCOL staff Maintenance of digitization software Project Duration The project duration including document scanning, data-entry, indexing, integration with IDCOL MIS and training & capacity building will be up to 6 (six) calendar months. Successful completion of the testing phase is the prerequisite for going ahead with the remaining project. 7. Content of EOI Submission IDCOL now invites eligible applicants (“Firms”) to express their interest in providing the Services. Interested Firms should provide information demonstrating that they have the required qualifications and relevant TOR_IDCOL Digitization Project 5 experience to perform the Services. In this regard, the interested applicants are requested to submit their Expressions of Interest (EOIs) along with the documents below: a) Documentary evidence of incorporation of the Firm (Trade License of the year of registration and of the latest year, MOA, Incorporation certificate, Articles of Association, or Membership of professional bodies, Partnership deed RJSC, Copy of TIN certificate, Copy of bank statement as evidence of the bank solvency), if relevant; b) Audit Report (by CA firm) for last 02 (Two) years containing necessary disclosures; c) Annual Report, if any; d) Details of works completed in the last 02 (Two) years including clients' names, brief description of engagements, contract period, contract value, etc.; To describe the similar experience, the applicants are requested to fill up a chart like below for each project: Ref (maximum 7) Project title … Country Overall project value Name of client Origin of funding Dates (start/end) … … … … … Description of project Type of services provided … … e) Brief CVs of Project Manager and key project personnel; f) List of available personnel structure (see Annex – B) for the envisaged services with information about education, professional experience and specific project-related experience; g) Description of the organization’s capacity and resources. 8. Eligibility The firms those meet the following criteria are encouraged to participate: a) b) c) d) Companies and firms registered with appropriate authorities; Have yearly minimum turnover BDT 3,000,000/- (Thirty lac taka only) or equivalent amount; Record of a minimum of two (02) years’ experience and expertise on similar assignments; Have completed minimum 03 (three) similar assignments in last 02 (two) years of minimum volume 10 man-months; e) Have all the technical facilities of their own or necessary arrangements with such facilities; f) Have a team of key experts. Previous relevant experience in Bangladesh and qualified staff is imperative. The staff shall be experienced in similar works under similar conditions. Efficient management and backstopping staff shall be made available by the firm to supervise its team. The short-listing criteria are: a. Years of general experience; b. Financial Capacity; c. Numbers of completed similar task/assignment; d. Qualification and experience of key personnel. 9. EOI Submission Deadline The EOI must be received on or before 29 April 2015 by 05:00 PM (Bangladesh Standard Time) and be forwarded to the following address in one sealed envelope: Md. Maidul Islam Officer, Procurement Infrastructure Development Company Limited Level-16, UTC Building, 8 Panthapath, Kawran Bazar, Dhaka-1215, Bangladesh International applicants may send their EOI by e-mail at [email protected], or [email protected] TOR_IDCOL Digitization Project 6 Annex – A: Technical Specifications Service commencement: Within 7 calendar days after approval of testing phase Data accuracy: 100% Scanning requirements: o Resolution: Optical: 600 dpi or greater Black-and white or grayscale output: 600 dpi or greater Color output: 300 dpi or greater o Output options: Black and white: 8 bit Color: 24 bit o Scanning quality: 90% readable Search and retrieve: <3 sec Image output: PDF/JPEG/TIFF Data and Image delivery (backup copy): Hard Disk (HDD) Annex – B: List of Professional Staff The service provider’s staff list shall ideally comprise but not be limited to the following: Project Manager Database Specialist Programmer Scanner Operator Document processor Data Entry operator Trainer Maintenance Professional TOR_IDCOL Digitization Project 7 Infrastructure Development Company Limited (IDCOL) Level-16, UTC Building, 8 Panthapath, Kawran Bazaar, Dhaka-1215, Bangladesh Telephone No.: 9102171-8, Fax No.: +880-2-8116663 REQUEST FOR EXPRESSIONS OF INTEREST (REOI) (CONSULTING SERVICES-FIRM SELECTION) Assignment Title: Selection of Firm for IDCOL Digitization Project Reference No.: IDCOL/REREDPII/S-27, Date: 08/04/2015 Package No: S-27 under REREDPII The Infrastructure Development Company Limited (IDCOL) has received financing from The World Bank toward the cost of the Rural Electrification and Renewable Energy Development (RERED)-II Project, and intends to apply part of the proceeds for the services. The services ("the Services”) include: i. ii. iii. iv. v. vi. vii. viii. ix. Setting up a fully equipped digitization centre at IDCOL HO / RO to carry out the project; Conducting a testing of the digitization process; Scanning and digitization of documents; Indexing of the digitized documents; Quality checks and validation; Regular reporting to IDCOL; Digitization software; Providing necessary training & capacity building; Providing maintenance for 12 (twelve) additional months after completing the whole assignment. IDCOL now invites eligible applicants (“Consultants”) to express their interest in providing the Services. Interested Firms should provide information demonstrating that they have the required qualifications and relevant experience to perform the Services. The firms those meet the following criteria are encouraged to participate: Companies and firms registered with appropriate authorities; Have yearly minimum turnover BDT 3,000,000/- (Thirty lac taka only) or equivalent amount; Record of a minimum of 02 (two) years’ experience and expertise on similar assignments; Have completed minimum 03 (three) similar assignments in last 02 (two) years of minimum volume 10 (ten) man-months; Have all the technical facilities of their own or necessary arrangements with such facilities; Have a team of key experts. Applicants/Firms who have the eligibility mentioned above are encouraged to submit their EOIs. The interested applicants are requested to submit require supporting as per mentioned below for proving the eligibility criteria: a) Documentary evidence of incorporation of the Firm (Trade License of the year of registration and of the latest year, MOA, Incorporation certificate, Articles of Association, or Membership of professional bodies, Partnership deed RJSC, Copy of TIN certificate, Copy of bank statement as evidence of the bank solvency), if relevant; b) Audit Report (by CA firm) for last 02 (Two) years containing necessary disclosures; c) Annual Report, if any; d) Details of works completed in the last 02 (Two) years including clients' names, brief description of engagements, contract period, contract value, etc.; e) Brief CVs of Project Manager and key project personnel; f) List of available personnel structure for the envisaged services with information about education, professional experience and specific project-related experience; g) Description of the organization’s capacity and resources. TOR_IDCOL Digitization Project 8 The short-listing criteria are: a) Years of general experience b) Yearly turnover c) Numbers of completed similar task/assignment d) Qualification of team members The attention of interested Firms is drawn to Paragraph 1.9 of the World Bank’s Guidelines: Selection and Employment of Consultants (“Consultant Guidelines”), setting forth the World Bank’s policy on conflict of interest. Firms may associate with other firms or individuals in the form of a joint venture or a sub consultancy to enhance their qualifications. Firms will be selected in accordance with the selection based on Quality and Cost-Based Selection (QCBS) method set out in the Consultant Guidelines and the contract will be Lump-Sum based. Further information can be obtained at the address below during office hours- 10:00 AM to 06:00 PM (BST) and the interested firms are requested to visit www.idcol.org/home/notice for detail REOI and Terms of Reference (ToR) of this assignment. Applications will be evaluated by an evaluation committee in accordance with the criteria described in the ToR. Only shortlisted applicants will be further communicated for submission of detailed Request for Proposal (RFP) for final selection. Expressions of Interest (EOI) must be delivered in a written form to the address below (in person, or by mail, or by fax, or by e-mail). The last date for submission of EOI is 29 April 2015 by 05:00PM (BST). EOI shall be in a sealed envelope and be clearly marked 'Application for the Firm for IDCOL Digitization project’. International applicants may send their EOI by e-mail at [email protected], or [email protected]. Any application received after the deadline will be returned unopened to the applicants. Md. Maidul Islam, Officer, Procurement, Infrastructure Development Company Limited (IDCOL) Telephone No.: 9102171-8 (Ext- 143), Fax No.: +880-2-8116663, E-mail: [email protected], [email protected] TOR_IDCOL Digitization Project 9
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