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Request for Proposal for Mobile Application of ICAI
December, 07th 2013
       R EQUEST F OR P ROPOSAL
                          FOR

           M OBILE APPLICATION




T HE I NSTITUTE OF CHARTERED
    ACCOUNTANTS OF I NDIA
T HE   LAST DATE OF SUBMISSION     13 TH D ECEMBER , 2013




       .




   REQUEST FOR PROPOSAL FOR MOBILE APPLICATION OF ICAI      1
2|Page


Table of Contents

1.      Introduction ......................................................................................................................... 3
2.      Business Case ...................................................................................................................... 3
3.      Requirements' Overview .................................................................................................. 4
3.1         End User Functional Requirements .......................................................................... 5
     3.1.1 Main Screen .................................................................................................................... 5
     3.1.2 Home Screen ................................................................................................................... 6
     3.1.3 Menu Screen ................................................................................................................... 7
     3.1.4 Announcement Screen ................................................................................................. 8
     3.1.5 Photo Gallery Screen .................................................................................................... 9
     3.1.6 Video Screen ................................................................................................................. 10
     3.1.7 Event Screen ................................................................................................................. 11
     3.1.8 President's Message .................................................................................................... 12
     3.1.9 ICAI in Media ................................................................................................................ 13
     3.1.10 The ICAI ....................................................................................................................... 14
     3.1.10 Know your institute .................................................................................................. 15
     3.1.11 Contact US ................................................................................................................... 16
     3.1.12 other end user requirements .................................................................................. 17
3.2 Admin User- Content Management Functional Requirement Specification ...... 18
3.3 Reporting Requirements .................................................................................................. 19
3.4 Mobile platform requirement .......................................................................................... 19
3.5 User Interface Requirements .......................................................................................... 20
3.6 Technology Requirements ............................................................................................... 20
3.7 Customer Service Requirements .................................................................................... 20
3.8 Training Requirement ...................................................................................................... 21
3.9 Testing ................................................................................................................................... 21
3.10 Timeline .............................................................................................................................. 22
3.11 Deliverables ....................................................................................................................... 22
3.12 Payment terms .................................................................................................................. 22
3.13 Intellectual Property Rights ......................................................................................... 22
4.      Other Terms & Conditions ............................................................................................. 23
5.      IMPORTANT INSTRUCTIONS TO APPLICANT ...................................................... 24
5.1         ELIGIBILITY CRITERIA ............................................................................................ 24
5.2         SUBMISSION OF APPLICATIONS ........................................................................... 25
5.3         Other Information ........................................................................................................ 26
5.4         Letter of Application ................................................................................................... 27




                                                                                                                                           2
3|Page




1. INTRODUCTION

This document contains the functional as well as the system requirements for the ICAI
Mobile Application Project.

This document is intended to give a user friendly outline for the requirements and
functionality that need to be implemented in order for this project to succeed. This
document will go through several versions and finalize based on the review comments.
Final document will be shared with Vendors for commercial and development.


2. BUSINESS CASE

The Institute of Chartered Accountants of India (ICAI) is a statutory body established
under the Chartered Accountants Act, 1949 to regulate the profession of Chartered
Accountants in India. ICAI now is the second largest accounting body in the world.

The ICAI has identified the need for creating & hosting mobile application for its
stakeholders (Members, Students & Others). The Key objective is to provide ICAI
important information like Announcement, Events, News, Notification, Press
Release, Jobs and Tender etc. ICAI stakeholder may download mobile application
and start using it without any additional cost.




                                                                                  3
4|Page



3. REQUIREMENTS' OVERVIEW

The requirements of the project can be easily broken down into sections based upon
their generalized area.

   1. End User Functional Requirements Specification with Designs
   2. Admin User- Content Management Functional Requirement Specification
   3. Reporting Requirements
   4. Mobile Platform Requirements
   5. User Interface Requirements
   6. Technology Architecture
   7. Customer Service Requirements
   8. Training Requirement
   9. Testing
   10. Timeline
   11. Deliverables
   12. Payment Terms
   13. Intellectual Property Rights




                                                                              4
5|Page



3.1 END USER FUNCTIONAL REQUIREMENTS

This section lists the specific end
functionalities as well as the requirements
for all aspects of the ICAI Mobile
Application Project. Requirements are
divided into the following sections:

3.1.1 Main Screen

Description: ICAI Main Screen (ICAI
logo and Name) will be displayed to end
user for Few Seconds while ICAI Mobile
application starts playing in the Backend.

Main screens will have the ICAI Logo and
Institute Name as highlighted in Right
hand side Screen.

User Task: No Action required by End
User.







                                              5
6|Page




3.1.2 Home Screen

Description: End Users will see Home
Screen by default, which will display the
ICAI Announcements as Highlighted in
Right hand side Screen.

Menu Icon (Top left of Screen) & Search
Icon (Top Right of Screen) will be
displayed on Announcement screen.
Both the Icons will be displayed on every
screen of the Application.

The Home screen will display a list that
shows the current 20 announcements
(Title, Thumbnail, Date of Hosting and
User Tag (M-> Member, S-> Student, A-
> All).

Top and then the rest of the screen
below: The top toolbar will contain a
menu button, a back button, and the
name of our application "ICAI". Menu
button will have left navigation where all
main Categories will be listed.




User Tasks:

Click on Menu Icon -> List of Categories will be displayed to user for further
navigation to other pages. Refer Menu Screen for Details.
Click on Search Icon-> Text Search will be displayed to user on the basis of Key
Word. Refer Search Screen for Details.
Click on Announcements -> Detailed view of Announcement will be visible to end
user. Refer detailed screen of Announcement for Details.




                                                                             6
7|Page



3.1.3 Menu Screen


Description: End User will see the
Categorized list on the click of "Menu
Item". The End User can select any
category and navigate to further
section.
Following Categories will be available
to end user:

   Announcements
   Events
   Photo Gallery
   Videos
   President Message
   ICAI in Media
   Videos
   Contact Us
   The ICAI
   Know Your Institute

User Task:

1. User can select one of the Main
   Categories of the application and
   navigate to any section.




                                         7
8|Page



3.1.4 Announcement Screen

Description: End User will see the
announcement item details as highlighted
in right screen. (Title, Thumbnail, Date
of Hosting, Description).

User Task:

1. User can scroll vertically to view
   complete announcements.
2. User can click on back button to
   navigate announcement screen.







                                           8
9|Page



3.1.5 Photo Gallery Screen

Description: End User will see the Photo
Galleries on click of Photo Gallery Icon, total 9
galleries (3 in one Row) with thumbnail images
will be displayed on Photo gallery home page.
(Thumbnail Image and gallery title).

User Task:

1. User can click on Next, Previous to view
   all the images in gallery.
2. User can click on back button to view
   home page of Photo gallery.
3. User can click on any page of photo gallery
   section.
4. User can click on any gallery to open and
   view any image on the gallery.



User Task:

1. User can click on Next, Previous to view all
   the images in gallery.
2. User can click on back button to view home
   page of Photo gallery.




                                                    9
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3.1.6 Video Screen

Description: End User will see the Video library
on click of Videos Icon, total 12 Videos (2 in each
Row) thumbnail & video title will be displayed on
Video Screen.

User Task:

1. User can click on next icon to view old
   videos. 12 videos will be displayed on one
   screen.
2. User can click on Next, Previous to view all
   the videos of the Video library.
3. User can click on back button to view home
   page of Video library.
4. User can click on any Video to open any
   video from Library.



User Task:

1. User can click on any video to play.
2. User can click on Reverse, Forward or Pause
   button.




                                                      10
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3.1.7 Event Screen

Description: End User will see the ICAI
Events on click of Events Icon, total 10
Events (1 in each Row) thumbnail & Event
title will be displayed on the Event Screen.

User Task:

1. User can click on next icon to view old
   Events, 10 Events will be displayed on
   one screen.
2. User can click on Next, Previous to
   view all the Events.
3. User can click on back button to view
   home page of Events.
4. User can click on any Events to view
   event details.




                                               11
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3.1.8 President's Message
Description: End User will see the
Recent ICAI President Message. (Title,
Thumbnail, Description).

User Task:

1. User can click on thumbnail image
   to view full image on page.
2. User can click on Previous to view
   the past messages of the President.




                                         12
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3.1.9 ICAI in Media

Description: End User will see the
ICAI in Media screen on click of
ICAI IN MEDIA Icon, total 10
items (1 in one Row) thumbnail &
item title will be displayed on
Media Screen. Other Sub-Menus
"Notification" & "ICAI in News"
will be displayed in Top Horizontal
lane.

User Task:

1. User can click on next icon to
   view to view old Press Release,
   10 items will be displayed on
   one screen.
2. User can click on Next,
   Previous to view Press Release
   screens.
3. User can click on
   "Notification" or "ICAI in
   News" section.
4. User can click on any item to
   view detailed item.(title,
   thumbnail. Description).




                                      13
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3.1.10 The ICAI

Description: End User will see the "The
ICAI" screen on click of The ICAI Icon,
Sub Menu items viz. "Moto Song",
"Vision", "Mission" & "Central Council"
will be displayed to user.

User Task:

1. User can click on "Moto Song",
   "Vision", "Mission" & "Central
   Council" to view details of these
   sections.




                                          14
15 | P a g e



3.1.10 Know your institute

Description: End User will see
the "Know your institute"
screen on click of Know your
Institute, Sub Menu items
"ICAI Programs", "Tender", &
"Career in ICAI will be
displayed to user.

User Task:


   1. User can click on ICAI
      Programs, Tender or
      Career in ICAI to view
      details.




                                 15
16 | P a g e



3.1.11 Contact US

Description: The main screen will simply have a textbox and a dropdown selector that
will allow the user to type a name in and select what kind of member one is searching
for: all, Employee, Council Member. It will further allow to select department name
& location.
This will interface directly to search the data from ICAI directory.

User Task:

1. Search name by text and either all, Employee, Council Member from drop down
   selector, also select department, location to further filter ­ this takes the user to the
   search results screen.
2. Search Result Screen: Select an entry to display that person's information in the
   display screen. Use Scroll bar to scroll up and down through the results
3. Display Screen: This will display the person's information. (Name, Email ID,
   Phone, Department, location etc. User can view the selected individual's
   information. Can select go to location (if an office location exists) ­ it will link to
   the map and pinpoint the location.




                                                                                      16
17 | P a g e



3.1.12 other end user requirements

1. Menu Icon, Search icon, Back Button & setting Button will be available on all the
    screens for the end user.
2. Option for adding to Favorite, any item and viewing all the Favorite items.
3. Option for increasing/decreasing text size.
4. Option for clear off-line data.
5. Notification on/off option.
6. Option for sharing application with friends on email.
7. Option for reporting issue/query on email.
8. End user should be able to use all default features of mobile on ICAI mobile
    application.
9. Content browsed by user should be stored on mobile phone.
10. Alert mechanism should be built for end user as per application guidelines and
    best practice.
11. Offline Data: application
12. Push notifications to end users with ability for the user to Accept/Decline
    receiving these notifications.




                                                                               17
18 | P a g e



3.2 ADMIN USER- CONTENT MANAGEMENT
FUNCTIONAL REQUIREMENT SPECIFICATION
This section lists the specific end functionality as well as the requirements for all
aspects of the admin user-Content management tool. To manage all mobile
application contents, separate content management tool needs to be developed and
deployed at third party location as part of the scope of mobile application
development.

Following are the details of Content management tool:

     1. Admin authentication: ICAI administrator can authenticate in CMS tool.
     2. Menu list Management: ICAI administrator can add, delete, and modify the
        Menu item list.
     3. Manage list Items: ICAI administrator can add, modify, delete & unpublished
        any item in menu list.
 S.       Menu List              List of Fields to Add, Modify,        Remarks
 No.                             delete & unpublished
 1        Announcement           Title, Thumbnail, Description,        User Tag: admin should have
                                 Hosting Date, User Tag                option to highlight relevance of
                                                                       video (Member, Student or All)
 2        Events                 Title, location, Description, Start
                                 & End, Date/Time.
 3        Photo Gallery          Title, Caption, Add Multiple
                                 Images
 4        Video Library          Title, Upload Video, Thumbnail,       Also, Option to link from
                                 Date of Event, and speaker.           YouTube required instead of
                                                                       uploading video.
 5        President Message      Title,   Thumbnail,      Month,
                                 Description
 6        ICAI in Media          Option to add sub category name       Title, thumbnail, description.
                                 and details of add items in sub
                                 category
 7        Contact Us             Option to add multiple contacts       Name,       Email,        Mobile,
                                                                       Department,              location,
                                                                       Designation etc.
 8        The ICAI               Option to add sub category name
                                 and description of sub category.
 9        Know            your   Option to add sub category name
          Institute              and description of sub category.


     4. Search list Items: ICAI administrator can search any list item in all categorizes
        or filter in particular category and select and modify as per available options.
     5. Push Notification: ICAI Administrator can push any comment to all end
        users.




                                                                                                    18
19 | P a g e




3.3 REPORTING REQUIREMENTS

     1.   Content uploaded date wise, category wise by admin.
     2.   Admin user authentication report.
     3.   Details of Application alerts/comments sent to user.
     4.   Details of application installed, device wise details.
     5.   Details of category-wise user access count.






3.4 MOBILE PLATFORM REQUIREMENT

 S.        Platform   OS               Display         Display Support
 No.       Support    Version          Orientation
           (Operating                  (Portrait or
           System)                     landscape)
 1         iOS        6.0 and          Both            iPhone (480 x 320)
                      Above                            iPhone Retina (960 x
                      (latest                          640)
                      Version                          iPhone 5(1136 x 640)
                      available)                       iPad (1024 x 768)
                                                       iPad Retina((2048 x
                                                       1536)

 2         Android       2.3 and       Both            Small (426dp x 320dp)
                         Above                         Normal (470dp x
                         (latest                       320dp)
                         Version                       Large (640dp x 480dp)
                         available)                    X-Large(960dp x
                                                       720dp)




                                                                          19
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3.5 USER INTERFACE REQUIREMENTS

       All icons bust be crisp, clean, and distinguishable and should be as per
       guidelines of mobile application platform.
       All buttons and objects must be reactive to touch and work as intended.
       Mobile application interface should be auto responsive and supportive as per
       size & resolution mentioned in Mobile platform matrix of section 3.4.
       All functions must stay within the mobile platform boundaries.
       All data must be easily viewable on different Mobile platform matrix of section
       3.4.



3.6 TECHNOLOGY REQUIREMENTS

       Vendor has to ensure the development of mobile application as per guidelines
       issues by Application stores. For ex: Google play, iTune etc.
       Vendor has to ensure that development of Mobile application, CMS tool and
       Web API's as per best practices.
       Vendor has to deploy all the required components at third party location &
       application store and provide 3 months support post go- live.
       Vendor has to ensure that all the default features of user mobile are
       incorporated.
       Mobile application should be upgradable to latest versions of the proposed
       platform.


3.7 CUSTOMER SERVICE REQUIREMENTS

The Vendor shall provide three months post go-live support as part of the scope of this
Project. As per ICAI requirements, vendor may need to visit ICAI premises
Delhi/Noida location for necessary resolution.




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3.8 TRAINING REQUIREMENT

The Vendor shall be responsible for creating awareness and imparting training to the
officials of the Institute, during and after implementation at Delhi/NCR Locations.
Following training needs to be provided by Vendor as part of the scope:

   1. Content Management Training: Vendor will train the ICAI officials for
      Content Management for mobile application.
   2. Deployment & Hosting Training: Vendor shall involve ICAI resource in
      deployment of Web services, Hosting at third party location.
   3. Application Submission Training: Vendor shall involve ICAI resource in
      application submission process.
   4. Support Handover: Vendor has to ensure that ICAI officials ares trained to
      manage the ICAI mobile application, third party hosting etc. before support
      agreement expires.


3.9 TESTING

Vendor is expected to perform comprehensive ICAI mobile application testing as part
of the project scope. The test plans, test cases and results for each of the phases will be
shared by vendor with ICAI.

The following are some of the testing services that must be included:

       Unit Testing
       Integration Testing
       System Testing
       Performance and Load Testing
       Acceptance Testing
Vendor has to facilitate User acceptance testing environment for ICAI.




                                                                                     21
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3.10 TIMELINE

   1. Vendor is expected to deliver the mobile application on application store
      within 1 month post issuance purchase order/LOI.


3.11 DELIVERABLES

   1. Vendor has to share the Design Documents based on the ICAI Requirement
      document for ICAI Review & Sign-off.
   2. User Manual, Admin Manual, Test Cases, Test Plan and QA Results for User
      Acceptance testing.
   3. Application Code, Web API's.
   4. Deployment document


3.12 PAYMENT TERMS

   1. 50% on User acceptance testing separately for application & CMS tool.
   2. 50% on 3 month support post go live.


3.13 INTELLECTUAL PROPERTY RIGHTS

The Intellectual Property Rights of the application will rest with ICAI. The vendor
will provide the source code of the application to ICAI at the time of sign-off




                                                                                  22
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4. OTHER TERMS & CONDITIONS

   1. The Vendor has to provide services on turnkey basis and has expertise in
      development & maintenance of Mobile applications.
   2. The Vendor may need to visit as per ICAI Delhi/NCR locations as per ICAI
      requirement.
   3. The activities have to be performed according to the requirements of ICAI to
      create a flawless ICAI Mobile Application.
   4. The work has to be done as per the time frame specified by the ICAI.
   5. The vendor may be required to demonstrate, before the ICAI, complete
      effectiveness of the solution in form of proof of concept. ICAI will not
      reimburse any expenses incurred towards development of proof of concept.
   6. Vendor may be required to pay third party hosting charges and same will be
      reimburse by ICAI on submission of invoice.
   7. Vendor would be required to sign a master business agreement with for
      execution of the Project.
   8. There may be addition/deletion in the requirement specified above sections at
      the time of final scoping/design.




                                                                              23
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5. IMPORTANT INSTRUCTIONS TO APPLICANT

5.1 ELIGIBILITY CRITERIA

   1. This invitation is open to such quality mobile application development
      companies who have prior experience of development and successful
      implementation of such applications.

   2. The parent company of any subsidiary company, which is seeking qualification
      on the financial strength of its parent company, would have to give a written
      undertaking that it would bear all financial or contractual liabilities of the
      subsidiary with regards to this pre-qualification application and the subsidiary
      has been authorized by them to submit the pre-qualification application for and
      on their behalf.

   3. The parent company of any subsidiary company, which is seeking qualification
      on the technical strength of its parent company, would have to give a written
      undertaking that its technical capabilities/ resources would be available to the
      subsidiary company as and when required for the completion of the subject
      contract.

   4. Company should not have been blacklisted by the Govt. and other Public
      Sector Company, corporation, Autonomous body, University etc.


   5. Company should have successfully developed similar mobile application in
      past.

   6. The eligible entities must be incorporated and registered under the Indian
      Companies Act, 1956 or The Partnership Act, 1932 and must have registered
      office in Delhi/NCR Region.




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5.2 SUBMISSION OF APPLICATIONS

Companies/Firms/Organizations desirous of applying may download the prescribed
application form (also attached herewith section 5.4) from the ICAI's website
www.icai.org. Duly filled- in applications may be submitted along with the following
document duly signed by them.

   1) Technical Proposal
   2) Commercial Proposal
   3) Details of Company: Contact Details, firm constitution, Firm Structure,
      certifications obtained by the firm, Client details, other business, awards etc.

Note: Technical proposals & Commercial Proposal are to be put into separate sealed
envelope, and both these envelops may be put in a sealed envelope and mark "Proposal
in response to RFP for mobile application of ICAI"

The envelope of RFP to be addressed to:

Mrs. Indu Arora,

HEAD ­ IT Directorate,

ICAI Bhawan, Sector ­ 62,

NOIDA ­ 201 309 (Gautam Buddha Nagar)

UTTAR PRADESH

The last date of submission is on or before 13th December, 2013(Friday, 5 PM). The
proposal can be sent by registered post on the above mentioned address or can be
submitted in person to Mr. Vishnu Garg, Assistant Director, 5th Floor, Research
Block, ICAI Bhawan, Sector ­ 62, NOIDA ­ 201 309 (Gautam Buddha Nagar), U.P.




Note:

Shortlisted Vendor may be called for technical bid opening meeting on

16th December, 2013(11:30 AM at 2nd Floor, Meeting Room-3 Research Block, ICAI
Bhawan ICAI Bhawan, Sector-62, NOIDA Office to understand the proposals
submitted by the vendors of ICAI and to clarify doubts, if any.

The applicant organization may be required to make a presentation before the
selection committee of ICAI. The decision of the committee will be final and binding.




                                                                                 25
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5.3 OTHER INFORMATION

a. While deciding upon the finalization of Vendor, great emphasis will be given on
   the ability and competence to do quality works within the specified time schedule
   and commercial submitted.
b. Decision of Institute of Chartered Accountants of India in regard to finalization of
   vendor will be final. No correspondence in this connection will be entertained.
c. The application shall be signed by person/persons on behalf of the organization
   having necessary authorization/ Power of Attorney to do so. The Applicant shall
   sign each page of the application.
d. If the space in the format is not sufficient for furnishing full details, such
   information may be supplemented on separate sheets of paper, stating therein the
   part for the format and serial number, separate sheets shall be used for each part.
e. Any letter or document accompanying the selection form shall be submitted in
   duplicate.
f. Applications containing false and/or inadequate information are liable for
   rejection.
g. Clarifications, if any required, may be obtained from vishnu.garg@icai.in or
   contact at 0120-3045977
h. ICAI reserves the right to accept or reject late applications. It also reserves the right
   to accept or reject any or all applications in part or full without assigning any reason
   therefor.
i. Financial bids of only those vendors would be opened who qualify technically and
   would be invited for the same at a later date to be communicated separately.
   ICAI reserves the right to assign the project to technically and financially viable
   vendor who may not necessarily be L1 vendor.
j. Applicant is required to provide references of two persons for whom it has executed
   similar works of importance, who may be directly contacted by the ICAI about the
   ability, competence or capability of your organization.




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5.4 LETTER OF APPLICATION

                        (On the   original letter head of the Applicant)

                                                                           Date:

To,

.....................

.....................

Subject: ICAI Mobile Application Solution

Dear Sir/Madam,

1. Being duly authorized to represent and act on behalf of.................... (Hereinafter
referred to as an `Applicant') and having reviewed and fully understood all the -
qualification information provided, the undersigned hereby applies for the RFP by the
Institute of Chartered Accountants of India (ICAI) as a bidder for the above cited
project.

2. ICAI and its authorized representatives are hereby authorized to conduct any
enquiries to verify the statements, documents and information submitted in
connection with this application and to seek clarification from our bankers and clients
regarding any financial and technical aspect. This letter of application will also serve
as authorization to any individual or authorized representative of any Institution
referred to in the supporting information to provide such information as deemed
necessary and as requested by ICAI to verify the statement and information provided
in this application such as the resources, experience and competence of the applicant.

3. ICAI and its authorized representative may contact the following person for
information:-




                                                                                     27
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                               ______________

4.      This application is made with full understanding that:

     a. Bidder/ applicant's letter will be subject to the verification of all information
        submitted for qualification at the time of bidding.
     b. ICAI reserves the right to: Amend the scope and value of contract, in such
        event, bids will only be called from pre-qualified bidders who meet the revised
        requirements/criteria; and Reject or accept any application, cancel the process
        and reject all applications without assigning any cause.
     c. ICAI shall not be liable for any such action and shall be under no obligation to
        inform the applicant of the grounds for them.
     d. ICAI reserves the right to assign the project to technically and financially viable
        vendor who may not necessarily be L1 vendor.

5.      We confirm that if we bid, that bid, as well as any resulting contract, will be;

     a. Signed so as to legally bind all the partners jointly or severally; and
     b. Submitted with a consortium/joint venture agreements providing the joint and
        several liability of all partners in the event the contract is awarded to us.

6.      The undersigned declares that the statements made and information provided
        to the duly completed applications along with the annexures, is complete, true
        and correct in every detail.

        Signature:

        Name:

        (For and on behalf of_______)

Encl:

1. .......................

3........................




                                                                                        28
29 | P a g e


                                  Application form

1. Name of the firm/company:

2. Physical address:

3. Address of the company:

4. Contact details (Telephone/email/Fax):

5. Annual turn over

6. Similar Mobile application assignment executed, if any

7. Current Mobile Application related assignments on hand, if any

8. Number of employees:

9. Details of employees for execution of ICAI mobile application.

10. Persons authorized by the company to execute documents on its behalf, with ICAI

11. Client Details

12. References:



Declaration

We hereby declare that the above information furnished is true to the best of our
knowledge and information and if it is discovered at a later date that any or all of the
above information is incorrect, we shall be disqualified and that if the assignment is
already awarded, ICAI shall be within its rights to cancel the contract forthwith
without assigning any reasons whatsoever.



Signature



Place




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