ERP Scope, Procurement and Implementation
- 1. 1 My Organisation November 18, 2021 Presentation on Procurement of 1) IFMIS 2) RMS & 3) PM Consultancy
- 2. Key Parameters RMS IFMIS Project Duration 4.5 Years Implementation -1.5 Yr, Support Extension 3 Yrs.) 5 Years Implementation -2 Yrs, Support Extension 3 Yrs. Geographical Coverage 20-25 Locations (Kathmandu and nearby) All offices of NEA Functional Coverage IFMIS • Financial Management • Asset Management • Inventory Management • Payroll • Project Accounting • Employee Claims & Retirement Benefits IFMIS and RMS • Financial Management • Asset Management • Inventory Management • Payroll • Human Resource Management System • Project Accounting • Metering • Billing and Collection • Energy Audit 2 Scope of Work (RMS & IFMIS)
- 3. 3 RMS: Scope of Work Supply, delivery, design, customization, integration, implementation, testing, commissioning of Hardware/ software of the RMS with FMS, including Data Migration & Change Management and Capacity Building. COTS database, Middleware, Network and customer care equipment and other software in conformance to Industry standards and installation & maintenance of necessary infrastructure (at DC &DR). Total period of contract is 4.5 years (1.5yrs for Implementation & FMS and 3yrs for support.) During the FMS period, the SI shall provide manpower &technical support services.
- 4. 4 RMS: Key Considerations Software License for 6 million consumers. (5.08m, 8%,3%,3%,3%) Annual Technical Services (ATS) are computed @ 22% of the RMS License Cost per year. Hardware Infrastructure requirements for DC and DRC Annual Maintenance Cost (AMC) @ 10% of HW Cost per year. Capacity Building : 700 RMS Users, 14 Executive Users (Abroad). FMS: Man-month Rate : Same till Go-Live, 10% Y-o-Y thereafter.
- 5. 5 RMS: Modules Major Modules FRS Count 1. Metering 21 2. Billing 55 3. Collection 18 4. New Connection, Disconnection & Reconnection 50 5. Energy Audit 7 Supporting Modules 6 Management information System (MIS) 12 7. Document Management System (DMS) 13 8. Customer Relationship Management (CRM) 48 9. Web Portal and Mobile Application 19 10. Customer Care Centre (CCC)
- 6. 6 RMS: Project Timeline Project Activities M01 M02 M03 M04 M05 M06 M07 M08 M09 M10 M11 M12 M13 M14 M15 M16 M17 M18 M19 Project Initiation Business Blueprinting Design & Customization Data Migration IT infra setup for DC , DRC & CCC Pilot Rollout Training and Change Management Enterprise wide roll out Stabilization Support FMS 3 Yrs
- 7. 7 RMS: Eligibility Qualification Criteria Scoring Matrix SI’s Strength Product OEM’s Strength RMS Implementation 60 15 Team Composition 10 Approach and Methodology 15 Totals 85 15 Technical Qualifying Score = 60% Weight for the Bid Price as specified in BDS = 40% Weight of the Bid Technical score = 60% Compliance to the Functional Requirement Specifications (FRS) mentioned in the RFP for major modules as standard is 85% . Less than 85% shall be termed as non-responsive.
- 8. 8 IFMIS: Scope of work Supply, delivery, design, customization, integration, implementation, testing, commissioning of Hardware/ software of the IFMIS with FMS, including Data Migration & Change Management and Capacity Building. COTS database, Middleware, Network and customer care equipment and other software in conformance to Industry standards and installation & maintenance of necessary infrastructure (at DC &DR). Total period of contract is 5 years (2yrs for Implementation & FMS and 3yrs for support.) During the FMS period, the SI shall provide manpower & technical support services.
- 9. 9 IFMIS: Key Considerations Software License for 1600 full enterprise users. Additional 400. Annual Technical Services (ATS) are computed @ 22% of the IFMIS License Cost per year. Hardware Infrastructure requirements for DC and DRC Annual Maintenance Cost (AMC) @ 10% of HW Cost per year. Capacity Building : 2000 Users, 15 Executive Users (Abroad). FMS: Man-month Rate : Same till Go-Live, 10% Y-o-Y thereafter.
- 10. 10 IFMIS: Project Timeline Project Activities M01 M02 M03 M04 M05 M06 M07 M08 M09 M10 M11 M12 M13 M14 M15 M16 M17 M18 M19 M20 M21 M22 M23 M24 M25 Project Initiation Business Blueprinting Design & Customization Data Migration IT infra setup for DC , DRC & CCC Pilot Rollout Training and Change Management Enterprise wide roll out Stabilization Support FMS 3 Yrs
- 11. 11 Recommendation • The extension cost initial quoted, Final revised and EY estimated = 1.66 • Recommendation from EY to float the RFP with 3 years extension. • Extension of 3 years has been considered with a perception to take over the FMS by NEA IT team.
- 12. 12 IFMIS: Modules Major Modules FRS Count 1. Financial Management 697 2. Material Management 259 3. Human Resource Management 496 4. Project Management 227 5. Maintenance Management 515 6. Production Planning 96 Supporting Modules 6 Linear Asset Management 11 7. Document and File Management 90 8. BI & BW 35 9. Mobile Application 80 10. Employee Self Services (ESS) & Manager Self Services (MSS) 87
- 13. 13 IFMIS: Eligibility Qualification Criteria Scoring Matrix SI’s Strength Product OEM’s Strength IFMIS Implementation 55 Product’s Credentials 15 Team Composition 10 Proof of the Strength of the Product 5 Approach and Methodology 15 Totals 80 20 Technical Qualifying Score = 60% Weight for the Bid Price as specified in BDS = 40% Weight of the Bid Technical score = 60% Compliance to the Functional Requirement Specifications (FRS) mentioned in the RFP for major modules as standard is 85% . Less than 85% shall be termed as non-responsive.
- 14. 14 Project Management Consultant Expression of Interest (EoI) and Terms of Reference (ToR) published Fourteen International Firms submitted the EoI Committee Shortlisted 6 Firms RFP to be finalized and submitted to ADB Budget approved was 1 million USD and approved was 0.8 million USD excluding applicable taxes and VAT in Nepal.
- 15. 15 Recommendations Expected–1 Team Composition: RMS: Provincial Managers - Bachelor Degree in Electrical/ Electronics/ IT/ Computer Science or related fields and 5 years of experience on RMS implementation. IFMIS: Assistant Project Manager - Bachelor Degree in Electrical/ Electronics/ IT/ Computer Science or related fields and 5 years of experience on IFMIS implementation. Provincial Managers and Assistant Project Managers are to be deputed from in- house. Evaluation of CVs RMS: Evaluation of CVs of Project Manager and Provincial Managers only. IFMIS: Evaluation of Project Manager and Assistant Project Managers only. CVs of the Key Experts are to be evaluated. PQ: The proposed product should be of latest version and the OEM should have a future Roadmap - for IFMIS required for the next 10 (ten) years and for RMS required for the
- 16. 16 Recommendations Expected–2 Technical Score QCBS Requirement : Minimum Technical Score Required: 60% (IFMIS and RMS) IFMIS: 60% –30% RMS: 70% –30% ERP Professional User License Requirement NEA’s License Requirement = 1600 Requirement in PQ/TQ: 300 Bring Down it in PQ/TQ to 200 Confirmation on Extension period to be considered
- 17. 17 Recommendations Expected–3 Potential bidders pool is same for all the three procurements. Bidders from the Consultants category such as PwC, Deloitte and KPMG also fulfill the PQ and TQ criteria set for SIs of both the procurements. All the bidders will be allowed to participate in all the three tenders. Selection of the top three PMC consultants will be done. If the bidder selected for consultant also gets selected as SI in either or both of the procurements, then the bidder has to work as the SI for NEA. This condition is to be included in the RFP for PMC.
- 18. 18 Recommendations Expected–4 ToR clearly stating the Scope of Work of the Consultant EY Deputed by ADB upon request from NEA Need the support from the consultant in bid process management Approach and Methodology evaluation required expert recommendation
- 19. 19 Thank You