CLARIFICATION MEETING FOR CORP4601R - Provision Software Solution for Loan Origination Systems Clarification meeting date: 19 June 2019 Tender ...
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CLARIFICATION MEETING FOR CORP4601R Provision Software Solution for Loan Origination Systems Clarification meeting date: 19 June 2019 Tender Closing date: 05 July 2019
Commercial clarification
Eskom Representative for CORP4553 : Violet Beetha
Email : BeethaVM@eskom.co.za
Landline : 011 800 3012
Clarification meeting date : 19 June 2019
Tender Closing date and Time : 05 July 2019 at 10h00
No late submissions will be accepted under any circumstances – not
even by a second
Tender Price : Free of charge
2
Agenda
Welcoming of Attendance Violet Beetha 2 Minutes
Evacuation Procedures Violet Beetha 3 Minutes
Introduction of Eskom Representatives All 5 Minutes
and Suppliers’ register
Commercial Information Violet Beetha 10 Minutes
Technical Information Emmanuel Ramafalo 20 Minutes
Scope of work clarity Emmanuel Ramafalo 10 Minutes
Closure Violet Beetha 5 Minutes
3
Commercial clarification
• Confirmation of tender document on the Tender Bulletin
• 1. Tender
• 2. Eskom Conditions of Purchase
• 3. Supplier contract or Supplier License
• 4. Technical and detail scope of work
4
EFC Business
Clarification:
• EFC is a wholly owned subsidiary of Eskom Holdings. EFC was established by
Eskom with a mandate to finance home loans to its employees.
• EFC’s principal functions include:
(i) financing of home loans;
(ii) administration of interest rate and rental subsidy for Eskom;
(iii) assisting Eskom to develop and implement its housing policy;
(iv) provision of ancillary products to satisfy customer needs.
• Processes: new loan origination, early repayment, further loans, and top-ups in
case of personal loans.
5EFC Sites
Clarification:
• Gauteng: Megawatt Park, Simmerpan, Rocherville, Menlyn, Midrand
• Free state: Bloemfontien
• KZN: New Germany
• EC: East London
• Western Cape: Bellville, George
• Limpopo: Matimba, Polokwane
• Mpumalanga: Eskom park and Powerstations
6EFC Sites
Mpumalanga:
7High-level Employee Loans Management
High-level Employee loans management:
Stakeholders:
• Borrowers: Borrowers of loans are permanent Eskom employees and
employees of the subsidiaries. That may change in the loan term.
• Users: Users of the application are EFC staff members(business unit in Eskom).
There are plus/minus 70 users. Different roles include Loan originators, Loan
approver, Risk approval, Cancellation admin, Subsidy creator, Litigation officer
and Subsidy approver.
8Tender Scope of Services
• The bidder would be in total charge of the following:
o Supply, installation, configuration, implementation, maintenance and support
of Loan Origination System software for mortgage Loan.
o Development of Subsidy module, Payroll module, Reporting modules.
o Implementation of services for Loan Origination System software(includes
integration of internal and external systems, interfaces).
o Data migration.
o Reporting Requirements (internal and external).
• Bidders must have a proven experience in providing the required services:
Loan Origination software in Mortgage loans.
o Functional/Technical evaluation threshold is 70%.
• Post Go-live support strategy: Target Go-live date is 1 October 2019.
9Training
There are two options in terms of training requirements:
Option 1: to gather all users at all major EFC sites and train them. So the bidder will
have to travel to each of EFC site to conduct the training.
Option 2: Train the trainer.
Bidder to prepare EFC specific training manuals containing all processes and
procedures that are clearly defined.
10Information Technology Setup
11Information Technology Setup
12Information Technology Setup
13Technical Environment
• The software must be deployable to the following technical environment:
Windows 7 and 8/Web-based clients(Internet explorer, Chrome, Firefox
compatible and table PC enabled.
Server OS: Windows 2016
SQL Database: 2016
SAP ERP compatible
Web Service integration
14Technical Environment
• The software should seamless integrate to External and Internal systems:
SAP HR, SAP Payroll
Credit Bureaus
Assessor Interface
Core Banking system
Attorneys systems
Pastel
15Approach and methodology and plan for
implementation
• The technical proposal should describe the proposed implementation process
i.e. how the solution will be deployed, installed and transitioned into an operation
system.
• A bidder is required to provide an overview and a brief description of the major
tasks involved in gap/impact analysis, the implementation, the overall resources
needed to support the implementation effort (such as software, tools), any specific
implementation requirements.
16Technical Evaluation Process
17Functionality Criteria for Technical Scoring
Phase 1: (Desktop Evaluation)
18Functionality Criteria for Technical Scoring
Phase 2:Live Demon (Loan Origination System Evaluation)
As part of the technical evaluation, qualified bidders will be
required to carry out a live demonstration of the functionalities
of their proposed software on the basis of the Eskom’s
specific requirements as described in the RFP document.
The purpose of the presentation is firstly to show the
interface and the environment of the software and
secondly to emphasise on technical requirements.
Tenderers who do not meet the minimum threshold of 70% for functionality
will not be evaluated further.
19Technical Functionality:Application Interfaces
20Out of Scope services
Facility management - of data center infrastructure
Server support
2122
Thank you
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