Republic of the Philippines COMMISSION ON ELECTIONS Manila SECTION VI Schedule of Requirements TWO-STAGE COMPETITIVE BIDDING FOR THE LEASE OF ELECTION MANAGEMENT SYSTEM (EMS) AND PRECINCTBASED OPTICAL MARK READER (OMR) OR OPTICAL SCAN (OPSCAN) SYSTEM BAC Reference No. 01-2014-AES-OMR BIDS AND AWARDS COMMITTEE 2014 Section VI SCHEDULE OF REQUIREMENTS ACTIVITY/ ITEM/ SCHEDULE PLACE OF DESCRIPTION OF DELIVERY DELIVERY Component 1: Election Management System (EMS) and Precinct-Based Optical Mark Reader (OMR) or Optical Scan (Op-Scan) System As per Comelec, PDG, A Election Management System A.23 Base Source Code of EMS attached Intramuros, B 23,000 Vote Counting Terms of Manila Machines (VCM) Reference B.37.1 Source Code of Hash Extractor and Validator B.45.1 All consumables, supplies and materials, such as removable storage devices, paper, ink, marking pens and the like, which are needed by the system to be operational, and which have been used in all tests, including all documentations C.I.1.1 Settings, configuration, scripts, codes, or passwords used C.I.1.2 All disk images of all servers, used in the configuration and in the installation C.I.1.3 All back-up files, (EMS files, VCM files, ballot templates) C.I.1.4 Application and procedures on restoration of back-up files and disk images, including information on minimum hardware requirements to restore the files. C.I.3 Warranty for the entire duration of the project for all components, all equipment and software, including provision of all software/firmware upgrades or replacement of any defective components, entire units, or systems C.I.4 Inventory system Ref. No. 2 Ref. No. C.I.5 C.I.8. C.I.9 C.I.10 C.I.11 C.I.12 C.I.12.1.7 C.I.12.2 C.I.12.2.1 .2 C.I.12.6 C.I.12.7 C.I.12.8 C.I.12.9. C.I.12.10 C.I.12.11 ACTIVITY/ ITEM/ SCHEDULE DESCRIPTION OF DELIVERY All systems for ICE review,functional testing and certification Replacement of all expendable parts of the VCM used in the ballot verification Remote and on-site technical support during the conduct of source code review by local interested parties Presentation of the source codes of the EMS and VCM and all of its components to the technical personnel of the COMELEC Requirements for the conduct of training and public demonstration Requirements for the conduct of the different tests Hardware Acceptance Test (HAT), Lab Test, Field Test, Mock Elections, Pre-Election Logic and Accuracy Test (PreLAT), TEC Certification Test, Live Transmission Test, Final Testing and Sealing (FTS)) and public demonstration Replacement of all hardware that did not pass the HAT with new units First laboratory test Second laboratory test Certification on the conduct of Quality Control and Quality Assurance Tests Technical Support during Lab Test Field test Mock elections TEC Certification PreLAT Final Testing and Sealing (FTS) 3 PLACE OF DELIVERY Ref. No. C.I.13 C.I.13.5 C.I.15. C.I.16 C.I.17. C.I.18. C.I.18.1 C.I.18.2 C.I.18.3 C.I.19 C.I.20. C.I.21.1 C.II.1 C.II.2 ACTIVITY/ ITEM/ SCHEDULE PLACE OF DESCRIPTION OF DELIVERY DELIVERY Materials, supplies, equipment and support services needed for the tests Computerized Machine Inventory System Technical support and manpower complement in the conduct of HAT, PRELAT, Reverse Logistics (testers, logistics, packers, etc.) Delivery and pullout of VCM for National Printing Ballot verification scanning Office (NPO) or BangkoSentralngPil ipinas (BSP) Deployment of all VCMs, ballot Comelec, PDG, boxes, and other AES equipment Intramuros, and peripherals, including all other Manila AES-related consumables, supplies, materials and contingency equipments Post-election activities, which includes Inspection, Inventory and Testing All storage devices and supplies and materials, retrieved during the conduct of reverse logistics System for backing-up, viewing and printing of all files stored in the removable devices for use in case of election protests Technical support in the conduct of post-election activities Post-election report on all activities undertaken pertaining to the project Plan on the conduct of training, tests, setting-up, configuration, FTS and E-Day activities, back-up, closing and other related activities Project management support to manage the submitted plan Training program for executives First Extensive training or transfer of technology Second Extensive training or 4 Ref. No. C.II.3 C.II.4 C.II.5 C.II.6 C.II.7 C.III.1 C.III.2 C.III.2.2 C.III.3 C.IV C.IV.3.1 C.IV.3.2 C.IV.3.3.1 C.IV.3.3.2 C.IV.3.3.3 C.IV.3.4 C.IV.3.5 C.V.2 ACTIVITY/ ITEM/ SCHEDULE DESCRIPTION OF DELIVERY transfer of technology Training for trainers and certifiers Training programs for the BEIs and Random Manual Audit Team Training for the Technical Support Re-training of COMELEC trainers Training materials Risk management program Back-up plan Modules of the risk training and the Contingency Plan Manual, and personnel complement Risk monitoring tools (manual and automated) Plan on the proposed change management services Assistance and logistical support in the conduct of the information assistance and education campaign Print and broadcast information materials Comprehensive manual on the use and operation of the system Comprehensive list of frequently asked questions, with suggested answers, on the use and operation of the system Other materials as may be required COMELEC 220 VCM Units for road shows Assistance in the development and maintenance of voter education and information website for this project. This shall include the delivery of all requirements, including hardware, software, services, technical training, and communications link, which shall be formally turned over to the COMELEC upon the completion of the project. Pertinent guidelines and procedures 5 PLACE OF DELIVERY ACTIVITY/ ITEM/ DESCRIPTION for the crafting and development of Quality Assurance criteria for the evaluation of the various phases and/or activities of the Project C.V.3.1 Development and implementation of procedures for the measurement and monitoring of the Service Level Agreements (SLAs) for the other components of the Project C.V.3.2 Assistance in the regular monitoring of SLA compliance for all components C.V.3.3 Assistance in the conduct of a 3rd party Stress and Security Testing of all systems C.V.3.4 Assistance in the conduct of a 3rd party code review of the system C.V.3.5 Assistance in recommending acceptance and payment for the services or outputs, and/or the position of penalties where applicable COMPONENT 2: Ballot Printing Services 1 16,500,000 ballots Ref. No. 3 Installation of ballot printing facility 7.5 Technical and administrative support services during Ballot Printing Ballot Printing Monitoring System with proper documentation on its use, management and administration Project management plan on how the printing of all ballot requirements shall be finished on time 7.6. 8.1 6 SCHEDULE OF DELIVERY As per attached Terms of Reference PLACE OF DELIVERY Comelec, PDG, Intramuros, Manila At the premises of the National Printing Office (NPO) or at the BangkoSentralngPil ipinas(BSP) Comelec, PDG, Intramuros, Manila ACTIVITY/ ITEM/ SCHEDULE DESCRIPTION OF DELIVERY 8.2 Detailed documentation which includes technical specifications and quantity of ballot paper, ballot printer and ink 10 All supplies, materials, consumables, ballot papers that are not used COMPONENT 3: Ballot Boxes 7 20, 406 ballot boxes As per attached 8 Delivery of ballot boxes Terms of Reference COMPONENT 4: Technical Support 1 4,550 Technicians for Polling As per Places/Voting Centers attached 150 for National Technical Support Terms of Reference Center 1.1.2 Complete list of technicians with their complete addresses and contact numbers 10 Report on the resignation or failure to report for duty of support technicians 11.1 Complete names, addresses and contact numbers of replacement technicians 13.1 Procedures or set of rules to be followed at the NTSC by the technical support, including documentation on the possible systems problems that may encounter and the possible solutions to the problems 13.2 Resume of all levels of technical support 13.6. NTSC 14 Operational plan which includes the number of technical support personnel to be hired, hiring, training, documentation and operational procedures 17 Proof of specialization of Ref. No. 7 PLACE OF DELIVERY Comelec, PDG, Intramuros, Manila Comelec, PDG, Intramuros, Manila Office of the Election Officer Office of Election Officer Ref. No. ACTIVITY/ ITEM/ SCHEDULE DESCRIPTION OF DELIVERY coordinators, such as resume, certification of expertise, certification of number of years of experience and the like PLACE OF DELIVERY Conforme: _________________________________________________ Name of Company (in print) ___________________________________________________ Name and Signature of Company Authorized Representative __________________________________________________ Date 8