Scope of Work PF SF Software Annexure A.pdf
PDF 214 KB Posted
- Solicitation number
- 191N6525Q0145
- Issued by
-
Department of State
About this file
This document is a Scope of Work for Solicitation-191N6525Q0145 detailing requirements for a customized Provident Fund & Superannuation Fund Software for an Embassy with 2000 employees. The software must provide an interactive dashboard, enable statement downloads, manage loan applications, facilitate online approvals, handle settlements and transfers, perform tax segregation, support KYC document uploads, and include comprehensive security features like two-factor authentication and data protection.
The technical requirements include providing the software with regular updates, licensing, admin rights, source code, and hardware procurement, including server installation and a dedicated internet line. Payment terms are structured in three stages: 20% upon purchase order issuance, 40% after successful installation, and the final 40% after the application goes live. The Embassy seeks specialized vendors with prior experience developing similar applications for exempted private provident fund trusts. The vendor will be responsible for comprehensive maintenance services, including regular updates, troubleshooting, and technical support to ensure system reliability and efficiency.
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| File | Type | Posted |
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| NDAA Compliance Form.pdf | ||
| FAR DOSAR Clauses.pdf | ||
| Solicitation-191N6525Q0145.pdf |
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Scope of work for Solicitation-191N6525Q0145
Scope of Work for Customized Provident Fund & Superannuation Fund Software
Objective: Develop a comprehensive and user-friendly software solution to efficiently manage the Provident Fund & Superannuation Fund accounts of 2000 employees at the Embassy.
Key Features:
1. Interactive Dashboard:
o A centralized dashboard providing an overview of PF & SAF account status, recent activities, and important notifications.
2. Download Statements:
o View and download detailed PF & SAF statements with historical data of contributions and withdrawals.
3. Loan Eligibility and Application:
o Check loan eligibility criteria (PF) and submit loan applications online with real-time status tracking.
4. Online Approval System:
o Facilitate online approval of loans and withdrawals by Trustees, ensuring a streamlined and transparent process.
5. Settlement and Transfer Module:
o Manage PF settlements and transfers with built-in eligibility criteria.
6. Tax Segregation:
o Automatically segregate PF contributions into taxable and non-taxable categories as per the latest IT rules.
7. KYC Document Upload:
o Securely upload and manage KYC documents.
8. Comprehensive FAQs Section:
o Provide a dedicated section for frequently asked questions to assist users with common queries and enhance user experience.
9. Email and SMS Alerts:
o Implement an alert service to notify users of important updates, approvals, and reminders via email and SMS.
10. Data Security:
o Incorporate robust security measures to protect sensitive user data and ensure compliance with data protection regulations.
11. Reporting and Analytics:
o Generate detailed reports and analytics to assist in decision-making and provide insights into PF account management.
Customer Support
1. Help Desk o Provide real-time customer support to assist and promptly resolve user issues.
o Provide hardware service support to rectify hardware failures.
o Provide software & Hardware maintenance services.
2. Two-factor Authentication o Integrate a security feature to allow two-factor authentication while logging on, i.e., Password & OTP etc.
3. Upload Historical Data o Upload PF & SAF historical data to the software for all employees, including the retired employees.
Technical Support
1. Software o Provide software that includes all the aforementioned features.
o Provide regular updates to the software, including but not limited to security features.
o Licensing and upgrades to Operating system and Database software to ensure operability (software/hardware), including scalability and enhancement to add new features as per the future requirements o Admin rights for Server Operating systems and Database Server instance.
o Provide source code, programming language, development tools and other source files.
2. Hardware o Procure and install server(s) at the Embassy for standalone use and to provide access to employees.
o Procure and install dedicated internet line for the server.
o Grant the PF Trust representative "admin" rights to manage and create user IDs and passwords for the employees.
Others
1. Timeline to deliver the finished product?
2. Turnaround time for problem ticket closure.
3. Product workflow and documentation.
4. Data Export from existing application.
5. Compatibility with both IOS and Android platforms on all mobile devices.
Payment Terms:
1. An initial payment of 20% will be released upon issuance of the
Purchase Order to the vendor.
2. A further 40% payment will be released upon successful installation of the software.
3. The remaining 40% will be released after the application has successfully gone live.
Conclusion: The customized software will be installed on a server provided by the vendor, which will be located within the Embassy premises along with a dedicated internet line. The vendor will also be responsible for providing comprehensive maintenance services for both the software and hardware. This includes regular updates, troubleshooting, and technical support, which are essential for maintaining the system's reliability and efficiency.
Note: We are looking for specialized vendors who have previously developed similar applications/software for exempted private provident fund trusts.
File details come from the government source that posted it. Updated .