Request for Proposal to Installation, Configuration, Testing and Commissioning Of Microsoft Dynamics AX 2012 RFP No: RFX-TDMB-MIS-7001-2014-001 dated 27th January, 2014. SECTION I – INTRODUCTION This Request for Proposal is an invitation to Microsoft's partners to submit proposals to Installation, Configuration, Testing and Commissioning of Microsoft Dynamics AX 2012. The intent is to select the most suitably qualified vendor to upgrade and migrate Microsoft Dynamics AX 2012 that best meet the requirements of TDM. Respondents who are selected for further consideration will be invited to e-bidding and interview. All questions and inquiries regarding this RFP should be directed to: MIS Department Attention: En Yasmadi Yatim Aras 1, Bangunan UMNO Terengganu Jalan Masjid Abidin 20100 Kuala Terengganu E-Mail: [email protected] Tel: 09-6204800 Fax: 09-6204804 E Anticipated Time Frames for Evaluation and Selection Process Issue RFP/RFI to Vendors Responses to RFP/RFI due : 27 Jan 2014 : 13 Feb 2014 Please submit 2 copies of your response to the above address. Responses received after 13 February 2014 will not be considered. © 2014 TDM Berhad Commercial-in-Confidence Page 1 of 13 Request for Proposal to Installation, Configuration, Testing and Commissioning Of Microsoft Dynamics AX 2012 RFP No: RFX-TDMB-MIS-7001-2014-001 dated 27th January, 2014. SECTION II – BACKGROUND AND INFORMATION 1. Primary Contact Name: Mr Abel Ahing Position: MIS, Group Manager TDM Berhad Address: 4th Floor, Bangunan UMNO Terengganu, Jalan Masjid, Abidin, 20100, Kuala Terengganu, Terengganu. Phone number: 09-620 4800 Email address: [email protected] 2. Overview of Organization TDM Group's core businesses are in palm oil plantation and healthcare. The Group's plantation division is involved in the development and management of palm oil plantations and in the processing of crude palm oil and palm kernel. The division currently manages approximately 37,000 hectares of palm oil plantations and owns two palm oil mills in Terengganu. In 2007, the Group ventured into the setting-up of palm oil plantations in Kalimantan, Indonesia. The Group's healthcare division operates four specialist hospitals, namely the Kelana Jaya Medical Centre in Petaling Jaya, Selangor, Taman Desa Medical Centre off Jalan Kelang Lama, Kuala Lumpur, Kuantan Medical Centre in Kuantan, Pahang, and Kuala Terengganu Specialist Hospital in Kuala Terengganu, Terengganu. 3. Project Objective The main purpose of this upgrading project is to maximize the automation of business processes and to maximize of utilization each of the module implemented. To seek innovative solutions for enhancing efficiency by introduce automate process with real time integration with operational system especially with Hospital Information System and Plantation system. © 2014 TDM Berhad Commercial-in-Confidence Page 2 of 13 Request for Proposal to Installation, Configuration, Testing and Commissioning Of Microsoft Dynamics AX 2012 RFP No: RFX-TDMB-MIS-7001-2014-001 dated 27th January, 2014. 4. Technical Environment Current Active Systems a. MS dynamics Ax 4.0 - Enterprise Resources Planning system. - Centralize in Cyberjaya Data Centre - Database Platform MS SQL 2005 Std. - 8 GB Database size. Increase 20% yearly. - Client Server with three tier technology. - VPN environments. - Implemented to All subsidiaries accept Taman Desa Medical Centre. - Integrated by text file format from feeder system. b. MS SharePoint 2010 - Collaboration tools for TDM’s members. - Centre of Information and resources sharing. - Dashboard for Management. c. Plantation System & Mill - Plantware & Millware System - Database Platform MS SQL 2005 Std. - Web based application. - Located at 12 estates and 2 mills. - Integrated with MS AX 4.0 ( AP & GL) d. Hospital System Information - TrakCare System. - Web based application. - Implemented in all TDM’s Hospital. - Integrated with MS AX 4.0 (AR,AP,GL) - Database platform Chache. e. Procurement System © 2014 TDM Berhad Commercial-in-Confidence - E-Procurement System currently caters for centralized purchase from TDMP at HQ level. Page 3 of 13 Request for Proposal to Installation, Configuration, Testing and Commissioning Of Microsoft Dynamics AX 2012 RFP No: RFX-TDMB-MIS-7001-2014-001 dated 27th January, 2014. - Data from e-procurement integrate into AX 2012 system will be 5. Scope OF Work In these opportunities we require vendor expertise to assist TDM to improve activities and processes in:i. Financial Management a. General Ledger and Chart of Account Setup b. Accounts Receivable and payable c. Asset Management. d. Budgeting and cost accounting. e. Cash Flow and Bank Management f. Intercompany accounting and consolidation ii. Supply Chain Management a. Procurement Management. b. Customer and Vendor Managements iii. Human Resources Management a. Organizational and workforce Management b. Recruitment and selection c. Employee Development and performance d. Skill Mapping e. Training f. Expense Management g. Employee Self-service portal iv. Business Intelligence and reporting a. Standard, ad-hoc and analytical report with Microsoft SQL Server Reporting Services b. Role Tailored, predefined, multi-dimensional data cube c. Dashboard views of KPIs d. Integration with SharePoint Server © 2014 TDM Berhad Commercial-in-Confidence Page 4 of 13 Request for Proposal to Installation, Configuration, Testing and Commissioning Of Microsoft Dynamics AX 2012 RFP No: RFX-TDMB-MIS-7001-2014-001 dated 27th January, 2014. As this is a concept request for proposal, bidder may propose their own scope of work, timeline and deliverables that will create and deliver the best value for money for TDM. The upgrading of MS Dynamics AX 2012 system will be implemented in stages for the following companies: 1. Head Office and Plantation Division. HRM (Employee) Company Status Transactions Type TDM Berhad Active GL,AP,AR, CB, 67 TDM Plantation Active GL,AP,AR, CB, 253 KLLT Active GL,AP,AR, CB, - TDM Capital Active GL,AP,AR, CB, - TDM Trading Active GL,AP,AR, CB, 2 PT Rafi Kamajaya Abadi Active GL,AP,AR, CB, - PT Sawit Lestari Active GL,AP,AR, CB, - Sub-Lessees Active GL - JV-Mai Active GL - JV- LTAW Active GL - TD Gabongan Dormant GL - Indah Sari Travel Dormant GL - Medi Air Dormant GL - © 2014 TDM Berhad Commercial-in-Confidence Page 5 of 13 Request for Proposal to Installation, Configuration, Testing and Commissioning Of Microsoft Dynamics AX 2012 RFP No: RFX-TDMB-MIS-7001-2014-001 dated 27th January, 2014. 2. Healthcare Division HRM (# staff) Company Status Transactions Type KMI Active GL 3 KMC Active GL 244 KTS Active GL 127 KJMC Active GL 116 TDMCH Active GL 119 Customization All function, process and report that customized in version 4.0 should be available in this version. i. E-banking function with CIMB Bank and Bank Islam Malaysia Berhad. ii. Sale order process and contract agreement. iii. Pre-printed Payment Voucher. iv. Integration with Plantation and Hospital system v. Migrate all FRx report into SSRS format. © 2014 TDM Berhad Commercial-in-Confidence Page 6 of 13 Request for Proposal to Installation, Configuration, Testing and Commissioning Of Microsoft Dynamics AX 2012 RFP No: RFX-TDMB-MIS-7001-2014-001 dated 27th January, 2014. SECTION III – REQUEST FOR INFORMATION 1. Vendor Information 1. Vendor primary contact Name: Title: Office/location address: Phone number: Email address: Organization Internet home page: 2. Company Profile: Business Address: Company No: Authorized Capital: Paid Up Capital: Directors / Owners: Date of Incorporation: Main Activities: 3. List the number of employees (full time equivalents) in your organization by category: Category # Employees Total employees Executives and managers Marketing/sales Installation Research and development Application support Technical support Customer service Other © 2014 TDM Berhad Commercial-in-Confidence Page 7 of 13 Request for Proposal to Installation, Configuration, Testing and Commissioning Of Microsoft Dynamics AX 2012 RFP No: RFX-TDMB-MIS-7001-2014-001 dated 27th January, 2014. 4. Has your company acquired or merged with any other organizations in the past five years? If so, list each organization and the purpose behind such activity. 5. Provide three years audited financial statements. 6. How long has your company been in the business of developing and marketing your products? How long has your company developed and marketed the type of products this RFP is seeking? 7. Describe your alliances and partnerships. 2. References 1. Provide references organizations similar to ours in organizational type, size, and IT environment. Provide names and contact information for individuals who have sufficient experience to speak knowledgeably concerning such issues as the implementation process, functionality, vendor support, documentation, and training. 2. Describe any regularly held seminars or user group meetings available to users of your product. 3. Documentation The software is accompanied by comprehensive documentation. The documentation available for each module is simple and easy to use. Each module has the following documentation: User Manual The User Manual presents the functionality of the module. An overview of the module is given along with the Menu tree structure. Each function is explained in detail in terms of the screen operations and the data to be input on each screen. Wherever appropriate, the manual presents examples to further clarify situations. © 2014 TDM Berhad Commercial-in-Confidence Page 8 of 13 Request for Proposal to Installation, Configuration, Testing and Commissioning Of Microsoft Dynamics AX 2012 RFP No: RFX-TDMB-MIS-7001-2014-001 dated 27th January, 2014. Training Manual The Training Manual describes the step by step approach to process functions. It describes the sequence of executing the initial set up functions, the master codes set up functions, the transactions, period end and purging functions. The installation instructions are also specified in this manual. The complete set of error messages, their cause and recommended actions are detailed. Future releases of Oasis will have on-line documentation. SECTION IV – Criteria for Evaluation of Responses TDM BERHAD will evaluate the responses to this RFP based on the vendor’s ability to: 1. Meet the functional and technical requirements described in this RFP as evidenced by the RFP response and demonstration of the software. Provide a cost-effective solution that meets the financial goals of TDM. Demonstrate expertise and functionality as evidenced by client references and site visits. Fully integrated with feeder application used by TDM Allow for flexibility/customization as per requirement Access to the right information and the automation of complex tasks & workflow is the key focus, Provide a superior level of customer service and technical support, both pre-installation and post-installation to clients as evidenced by references. COSTS TO BE BORNE BY RESPONDENTS All costs and expenses incurred by Respondents in any way associated with the development, preparation, and submission of responses, including but not limited to; the attendance at meetings, discussions, © 2014 TDM Berhad Commercial-in-Confidence Page 9 of 13 Request for Proposal to Installation, Configuration, Testing and Commissioning Of Microsoft Dynamics AX 2012 RFP No: RFX-TDMB-MIS-7001-2014-001 dated 27th January, 2014. demonstrations, etc. and providing any additional information required by TDM, will be borne entirely and exclusively by the Respondent. SECTION V - Minimum eligibility criteria a) Proposals not complying with the minimum eligibility criteria are liable to be rejected and will not be considered for evaluation of technical bid. The proposal should adhere to the following minimum eligibility criteria: b) The respondent should be a registered company. registration certificate to be enclosed. Copy of c) The respondent should be in business for at least five years as on the date of this RFP. d) If audited figures for FY2010 are not available, provisional figures may be provided. e) The respondent should be a profit making company for at least one year out of last two years as evidenced from audited financial statements. Copy of audited financial statements for last three years to be enclosed. 2. PRICE a) The Price quoted by the Bidder [Service Provider] should be FLAT RATE [ie. should include all costs], per category and contracted bandwidth. b) The price should be uniform for all the years. c) The price should be inclusive of all taxes, duties, levies charges, transportation, insurance, etc. However, applicable Service Tax will be paid on actual. d) The price quoted by the Bidder shall be fixed during the Bidder’s performance of the contract i.e., for a period of three years and extended if required by TDM and shall not be subjected to variation on any account, including changes in taxes, duties, levies etc. © 2014 TDM Berhad Commercial-in-Confidence Page 10 of 13 Request for Proposal to Installation, Configuration, Testing and Commissioning Of Microsoft Dynamics AX 2012 RFP No: RFX-TDMB-MIS-7001-2014-001 dated 27th January, 2014. e) Bid submitted with adjustable price quotation will be treated as non-responsive and will be rejected. f) Based on the contracted rates, TDM will place order annually after performance review of the previous year. TDM may decide to terminate the contract at any time. 3. COST OF RFP The price of the bid is fixed at RM1000.00. Bidder has to necessarily deposit RM1000.00 in the envelope of ‘Technical Proposal’ in the form of Demand Draft / Bankers Cheque in favour of “TDM Berhad”. Any bid without this shall be considered unresponsive and rejected. 4. FORMAT AND SIGNING OF BIDS Each bid shall be in two parts: a) Part 1: consists of MINIMUM ELIGIBILITY CRITERIA, TECHNICAL BID and MASKED COMMERCIAL BID [price bids without any price]. The above contents will be referred to as “TECHNICAL PROPOSAL” b) Part II : covering only the COMMERCIAL BID herein referred to as “COMMERCIAL PROPOSAL” The Original Bid shall be typed or written in indelible ink and shall be signed by the Bidder or a person or persons duly authorised to bind the Bidder to the Contract. The person or persons signing the Bids shall initial all pages of the Bids, except for unamend printed literature. Supporting Documents to be enclosed with the RFP document is company profile, bank statements of the last three months, the most recent financial report, a list of related works and a list of work in hand. 5. SEALING AND MARKING OF BIDS a) The Bidder [Service Provider] shall seal the envelops containing Technical and Commercial proposals separately. © 2014 TDM Berhad Commercial-in-Confidence Page 11 of 13 Request for Proposal to Installation, Configuration, Testing and Commissioning Of Microsoft Dynamics AX 2012 RFP No: RFX-TDMB-MIS-7001-2014-001 dated 27th January, 2014. b) The envelops should be NON-WINDOW, each super scribed with “PROVISION OF UPGRADING ERP SYSTEM – TECHNICAL PROPOSAL / COMMERCIAL PROPOSAL” as the case may be. c) The envelop shall be addressed to the Bank at the address given below: Procurement Officer Level 2 TDM Berhad, Jalan Masjid Abidin 20100 Kuala Terengganu, Terengganu, Malaysia. d) All envelops should indicate on the cover the name and address of bidder along with contact number. 6. VALIDITY OF BIDS The prices and other terms offered by Bidder [Service Provider] must be firm for an acceptance period of six (6) months from date of closure of this RFP. 7. DEADLINE FOR SUBMISSION OF BIDS a) The bids must be received by the TDM at the addressed specified, on or before 13th Feb 2014 4:00 pm. b) Any bid received after the deadline for submission of bids prescribed by the TDM will be rejected and returned unopened to the bidder. c) Bidders must plan for presentation and site visit well in advance as TDM will undertake the same immediately after submission of bids. 8. DELIVERY SCHEDULE a) Bidder will implement the upgrading of AX 2012 within 30 days from the date of the purchase order. © 2014 TDM Berhad Commercial-in-Confidence Page 12 of 13 Request for Proposal to Installation, Configuration, Testing and Commissioning Of Microsoft Dynamics AX 2012 RFP No: RFX-TDMB-MIS-7001-2014-001 dated 27th January, 2014. b) Exercise of signing of contract will be parallel activity. While both the parties will endeavour in quick signing of contract, Service provider must stick to the schedule mentioned above irrespective of signing of contract. 9. PERFORMANCE GUARANTEE The selected Bidder will be required to provide a 5% margin of the annual contract value as Performance Guarantee, in the form of bank guarantee. The performance guarantee should be valid till at least three months period beyond the expiry of the annual contract period and for another 3 months for TDM to claim the amount from guarantor bank. The Guarantee is to be provided annually. 10. QUERIES AND CLARIFICATIONS For queries and clarifications regarding the RFP, please feel free to contact us at the above address: MIS Department Level 4, TDM Berhad Jalan Masjid Abidin 20100 Kuala Terengganu, Terengganu, Malaysia. Email: [email protected] Tel: 609.620 4800 Fax: 609.620 4803 **************** ************ End of document ********************************* © 2014 TDM Berhad Commercial-in-Confidence Page 13 of 13
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