Appendix 2

TECHNICAL BID FORM

CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM

FOR USE BY THE DEVELOPMENT FOUNDATION OF ARMENIA (DFA)

________________________
(Date)
To: Asian Development Bank
6 ADB Avenue, Mandaluyong City
1550 Metro Manila, Philippines

Gentlemen and/or Ladies:

We, the undersigned, declare that:

(a) We have examined and have no reservations to the Bidding Documents;

(b) We have examined and have no reservations to the General Conditions of Contract;
(c) We understand and agree to be bound by ADB’s Anticorruption and Integrity Policy;
(d) We offer to provide the Services in conformity with the Bidding Documents;
(e) Our Bid shall be valid for a period of ninety (90) days from the date fixed for the submission
deadline in accordance with the Bidding Documents, and it shall remain binding upon us and may
be accepted at any time before the expiration of that period;
(f) We confirm that we are financially qualified and compliant to bid for this project in accordance with
the minimum requirements for qualification of bidders for this project;
(g) If my/our Bid is accepted, I/we undertake within 10 calendar days from the date we
receive the Letter of Acceptance of Bid to deposit with you a guarantee of a bank by
way of a Performance Bond in the form attached to the Contract in the sum equivalent
to 100% of the Contract Price as security for the due and faithful performance of
my/our obligations under the Contract. This guarantee shall be valid for not less than
30 days after the expiry of the Contract, or until you take it over in accordance with the
Contract;
(h) We are not participating, as Bidders, in more than one Bid in this bidding process in accordance
with the Bidding Documents;
(i) Our firm, its affiliates or subsidiaries, including any subcontractors or suppliers for any part of the
Contract, has not been declared ineligible by the ADB;
(j) We understand that this Bid, together with your written acceptance thereof included in your Letter
of Acceptance of Bid, shall constitute a binding contract between us, until a formal Contract is
prepared and executed.
(k) We understand that you are not bound to accept the lowest bid or any other bid that you may
receive.

Very truly yours,

_____________________________________
(Name and Signature of Authorized Officer)

_____________________________________
(Designation of Authorized Officer)
 Appendix 2

_____________________________________
(Name of Bidder/Company)

_____________________________________
(Business Address)

_____________________________________
(Telephone Number / Facsimile Number)

_____________________________________
(Email Address)
 Appendix 3

TECHNICAL BID PROPOSAL/RESPONSE TEMPLATE

CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM

FOR USE BY THE DEVELOPMENT FOUNDATION OF ARMENIA (DFA)

_____________________
(Date)

To: Asian Development Bank

6 ADB Avenue
Mandaluyong City
1550 Metro Manila, Philippines

Gentlemen and/or Ladies:

This Technical Bid Requirement forms part of our bid for the above-mentioned project, and
complements and supplements our bid price offer for the same.

(Note to Bidder: Indicate “YES” if you can meet the requirement; “NO” if you cannot. If left
blank, response will be considered as “NO”. Attach documents to
substantiate your responses as applicable.)

Particulars/Criteria Please Document Document No. of

indicate required submitted pages
(For details, refer “YES” if you
to Appendix 4 - can meet (no less
Technical this than 11
Evaluation requirement; point
Criteria.) “NO” if you font)
cannot.
1. Presence in Outline office
Region locations and types
of resources
available in those
locations.
2. Formal Formal certificates
partnerships or proof of alliance.
and alliances
with product
vendors
3. Industry Outline of client
Experience experience in similar
industries with a
specific focus on
CRM for
government as
outlined in the SOW.
 Appendix 3

Particulars/Criteria Please Document Document No. of

indicate required submitted pages
(For details, refer “YES” if you
to Appendix 4 - can meet (no less
Technical this than 11
Evaluation requirement; point
Criteria.) “NO” if you font)
cannot.
4. Relationship Organizational chart
Management and outline of
responsibilities
including hierarchy
and authorization
(sign off authority)
points.
5. Capability/ CMMI Certificate.
Industry
Compliance
Certifications
(MANDATORY
CRITERIA)

6. Organization Structure of project.

Structure Vendor and
DFA/ADB.
7. Project plan Complete project
with plan with description
mobilization of phases,
plan deliverables as per
SOW, and
milestones. Location
of work done should
be clearly outlined.
8. Resources Clear resource plan
plan required with
confirmation of
availability of
relevant resources
in appropriate
locations. How long
will it take to start
work and why.
9. Language Outline resource
ability of role and language
resources ability.

(MANDATORY
CRITERIA)
 Appendix 3

Particulars/Criteria Please Document Document No. of

indicate required submitted pages
(For details, refer “YES” if you
to Appendix 4 - can meet (no less
Technical this than 11
Evaluation requirement; point
Criteria.) “NO” if you font)
cannot.
10. Project Examples of at least
Manager 1 CV of relevant
resource who would
be available for this
engagement.
11. Knowledge Full knowledge
Transfer transfer plan,
(post 'go- including full training
live') plan for different
levels of users.
Clearly identify what
knowledge/training
documentation will
be provided.
12. Previous Outline of client
relevant experience of no
projects more than 3 similar
projects with clear
scope, timeline and
results. Must be
relevant.
13. Understanding Summary of
of immediate understanding of
need and engagement, this
method of may be presented in
delivery an executive
summary.
Adherence to RFP
and presentation
guidelines.
14. Project Internal
Management methodology and
Discipline / processes including
Methodology conflict resolution
methodology.
15. Technology Internal
Change methodology,
Management include processes
Discipline and sign off
authority level/roles.
 Appendix 3

Particulars/Criteria Please Document Document No. of

indicate required submitted pages
(For details, refer “YES” if you
to Appendix 4 - can meet (no less
Technical this than 11
Evaluation requirement; point
Criteria.) “NO” if you font)
cannot.
16. Technical Description of
Support channels available
to client for reporting
(MANDATORY issues and inquiries.
CRITERIA) Provide proposed
service level
agreements for
answering inquiries
and resolution of
issues.
17. Disaster Provide evidence of
Mitigation plans and proof of
validation.
18. IT Security Evidence of passing
independent security
reviews conducted to
industry standards,
and retaining these
certifications such as,
but not limited to, ISO
27001, SSAE 16, or
similar third party
assessments.
Evidence of a
malicious file
protection capability
that will prevent,
detect or contain
cyberattacks or
threats in all
communications and
files. Confirmation
that a list of user
accounts in the cloud
system will be
available periodically
or on-demand for
user access re-
certification, which
ensures that user
access rights remain
appropriate and
obsolete user
accounts have been
removed from the
systems.
 Appendix 3

Particulars/Criteria Please Document Document No. of

indicate required submitted pages
(For details, refer “YES” if you
to Appendix 4 - can meet (no less
Technical this than 11
Evaluation requirement; point
Criteria.) “NO” if you font)
cannot.
19. Location of List of countries
Data where data servers
will be located.

Very truly yours,

____________________________________________
(Name and Signature of Authorized Officer)

____________________________________________
(Designation of Authorized Officer)

____________________________________________
(Name of Bidder/Company)

____________________________________________
(Business Address)

____________________________________________
(Telephone Number/Facsimile Number/Email Address)
 Appendix 5

FINANCIAL BID FORM

CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM

FOR USE BY THE DEVELOPMENT FOUNDATION OF ARMENIA (DFA)

________________________
(Date)

To: Asian Development Bank

6 ADB Avenue, Mandaluyong City
1550 Metro Manila, Philippines

Gentlemen and/or Ladies:

1. Having examined the Bidding Documents for the above project, I/We, the undersigned,
offer to execute and complete the Services as described in and in conformity with the
said Bidding Documents at the following Contract Prices:
DESCRIPTION PRICE
A. Subscription / License Fee *
Year 1 Fee
Year 2 Fee
Year 3 Fee
Year 4 Fee
Year 5 Fee
B. Training (on-site)
C. Implementation Services

* ADB at its discretion may opt to award a Contract for a period of one year or more up
to a maximum of five years.
2. I/We undertake, if my/our Bid is accepted, to commence the Services by
_________________________, in accordance with the Contract.

3. I/We agree to abide by this Bid for the period of ninety (90) calendar days from the
final date fixed for receiving the same, and it shall remain binding upon myself/us and
may be accepted at any time before the expiration of that period.

4. If my/our Bid is accepted, I/we confirm that the rates submitted by myself/us in my/our
Bid will be fixed and binding upon myself/us for the whole duration of the Contract in
accordance with the said Conditions.
 Appendix 5

5. If my/our Bid is accepted, I/we undertake within 10 calendar days from the date we
receive the Letter of Acceptance of Bid to deposit with you a guarantee of a bank by
way of a Performance Bond in the form attached to the Contract in the sum of
_________________________ (100% of the Contract Price) (_______________) as
security for the due and faithful performance of my/our obligations under the Contract.
This guarantee shall be valid for not less than 30 days after the expiry of the Contract,
or until you take it over in accordance with the Contract.

6. Unless and until a formal Contract is prepared and executed, this Bid, together with
your written acceptance thereof, shall constitute a binding Contract between myself/us.

7. I/We understand that you are not bound to accept this Bid or any other Bids, which you
may receive.

8. Commissions or gratuities, if any, paid or to be paid by myself/us to agents relating to

this Bid, and to Contract execution if we are awarded the Contract, are listed below:

Name and Address of Agent Amount and Currency Purpose of Commission or

Gratuities
______________ ______________ ______________
______________ ______________ ______________
______________ ______________ ______________
(if none, state “none”)

Very truly yours,

_____________________________________
(Name and Signature of Authorized Officer)

_____________________________________
(Designation of Authorized Officer)

_____________________________________
(Name of Bidder/Company)

_____________________________________
(Business Address)

_____________________________________
(Telephone No. / Facsimile No./E-mail Address)
 Appendix 6

FORM OF SECRETARY’S CERTIFICATE

SECRETARY’S CERTIFICATE

I, (name of corporate secretary), being the Corporate Secretary of (name of the company of
bidder), hereinafter referred to as the “Corporation”, a corporation organized under the laws of
the _____________________, with office address at (complete address of the company), do
hereby certify, that the following resolution was unanimously approved in a meeting of the
Board of Directors of Corporation held on (date of the meeting) at its principal office, to wit:

Board Resolution No. _____ Series of _____

RESOLVED, the (name of company) be, as it hereby is hereby, authorized to

participate in the bidding for CUSTOMER RELATIONSHIP MANAGEMENT
(CRM) SYSTEM FOR USE BY THE DEVELOPMENT FOUNDATION OF
ARMENIA (DFA), and in connection therewith the Corporation hereby
appoints (name and designation of authorized person – same person who will
sign the conforme below) as the duly authorized and designated representative
of (name of company), who is granted full power and authority to do, execute
and perform any and all acts necessary and/or to represent the Corporation in
the bidding.

The above resolution in now in full force and effect and that as of this date, no changes or
amendments thereon have been made.

IN WITNESS WHEREOF, I have hereunto affixed my signature this (date) at (place).

Signature
(Name of corporate secretary)
Corporate Secretary

CONFORME:

Signature
(Name of authorized person)
Designation:
Company:

SUBSCRIBED AND SWORN to before me this _________, affiant exhibiting to be her/his

Community Tax Certificate Number ____________ issued on _________ at _________.

Doc. No. _____;

Page No. _____; SEAL AND SIGNATURE
Book No. _____; NOTARY PUBLIC
Series of ______
 Appendix 7

BID SECURING DECLARATION FORM

CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM

FOR USE BY THE DEVELOPMENT FOUNDATION OF ARMENIA (DFA)

______________________
(Date)
To: Asian Development Bank
6 ADB Avenue, Mandaluyong City
1550 Metro Manila, Philippines

Gentlemen and/or Ladies:

I, _______(Name of Authorized Officer)________, as the duly authorized

representative of ______(Name of Company)_______, hereby declare as follows:

1. That we are submitting a Bid for the CUSTOMER RELATIONSHIP MANAGEMENT

(CRM) SYSTEM FOR USE BY THE DEVELOPMENT FOUNDATION OF
ARMENIA (DFA);

2. That we shall not withdraw or modify our Bid after the closing time for submission of
bids and before the end of the period of validity of Bid;

3. That we shall not influence ADB in its evaluation, comparison or Contract award
decisions;

4. That within the stipulated number of days from the date ADB notifies us that we are the
successful bidder, we shall execute a Contract with ADB and submit a Performance
Bond in favor of ADB as indicated in the Letter of Acceptance of Bid; and

5. That in the event that we violate the preceding paragraphs 2, 3 and 4, we understand
and accept that we shall be disqualified from bidding in any or all future contracts with
ADB.

Sincerely,

_____________________________________
(Name and Signature of Authorized Officer)
_________________________________________________
(Designation of Authorized Officer)
_________________________________________________
(Name of Bidder/Company)
_____________________________________
(Business Addre
 Appendix 8

CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM

FOR USE BY THE DEVELOPMENT FOUNDATION OF ARMENIA (DFA)

FORM VI
Financial Data

A copy of the joint venture agreement must be attached to Form VI. In case the joint venture agreement is not
acceptable to ADB, the joint venture may be requested to modify the agreement accordingly. Failure to submit a
modified joint venture agreement within 21 days upon receipt by the Applicant of the request for modification will
disqualify the Applicant for further consideration.

Names of all Partners of a Joint Venture

1. Lead Partner

2. Partner
3. Partner
4. Partner
5. Partner
6. Partner

Total value of annual sales turnover, in terms of items/work billed to clients, in US$ equivalent, converted at the
rate of exchange at the end of the period reported.

Annual Turnover Data for the Last Three Years (US$ Equivalent)
Partner Year 1 Year 2 Year 3
1. Lead Partner
2. Partner
3. Partner
4. Partner
5. Partner
6. Partner
Totals
 Appendix 10

FORM OF PERFORMANCE BOND

(from Contractor’s Bank)

To: ASIAN DEVELOPMENT BANK

6 ADB Avenue, Mandaluyong City
1550 Metro Manila, Philippines

Gentlemen and/or Ladies:

WHEREAS, ____________________ (hereinafter called the “Contractor”) and the

Asian Development Bank have entered into, or will enter into a contract (Contract No.
ADB/OAS-2016/XXX) for the CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM
FOR USE BY THE DEVELOPMENT FOUNDATION OF ARMENIA (DFA) at ADB
Headquarters Building, Mandaluyong City, 1550 Metro Manila, Philippines (hereinafter called
the “Contract”);

WHEREAS, the Contract provides that the Contractor shall furnish you with a
Performance Bond by a recognized bank for the sum specified therein as security for
fulfillment by the Contractor of its obligations under and in accordance with the Contract;

WHEREAS, we have agreed to issue such a Performance Bond in your favor;

NOW THEREFORE we, {bank’s name}, hereby irrevocably and absolutely affirm that
we are the Guarantor and responsible to you, on behalf of the Contractor, up to a total amount
of ____________________: (100% of Total Contract Price) ( ), which we undertake to
pay to you, upon your first written demand, without your having to assign any reason for such
demand, and irrespective of whether or not there is any dispute between the Contractor and
you in respect of any other matter and irrespective of whether or not such dispute, if any, has
been settled, resolved, litigated or adjudicated.

This Bond/Guarantee is effective from _______________ to 30 days after the

expiration date of the Contract. This Bond/Guarantee cannot be canceled without your
express written approval.

The giving of time to the Contractor, or the neglect or forbearance by you in requiring
or enforcing payment of the sum of ____________________: (100% of Total Contract Price) (
) or other indulgence whether in relation to the Contract or otherwise, shall not, in any way,
prejudice, affect, derogate, release or absolve us from our liability under this Bond/Guarantee;

No change in organization or constitutional documents or in that of Asian Development

Bank or the Contractor shall affect or impair our absolute liability herein.

Dated this ______ day of ________________ 2016.

Signature and Seal of the Guarantor

Name of Bank
Address