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 Guidance Note on Audit of Banks (2024 Edition)

Invitation for expression of interest from software development companies for providing software relevant to the Practitioners & CA Firms of ICAI by 31 October
September, 15th 2017
                The Institute of Chartered Accountants of India
                                    [Set up under an Act of Parliament]
              Committee for Capacity Building of Members in Practice
                                                     (CCBMP), ICAI
Invitation for Expression of interest (EOI) from software development
companies for providing software relevant to the Practitioners & CA Firms
of ICAI by October 31, 2017

The Committee for Capacity Building of Members in Practice (CCBMP) of the
Institute of Chartered Accountants of India (ICAI) is meant to encourage and
enhance close links between the Institute and the Chartered Accountants, so
as to provide for them, a base of reference in terms of knowledge, expertise,
skills and assistance in their professional growth, simultaneously pursuing the
goal of providing newer opportunities to the practitioners & CA Firms. One of
the major responsibilities of CCBMP is to arrange software relevant for the
Members of the Institute of Chartered Accountants of India (ICAI).

The CCBMP invites Expression of Interest from the various software vendors
who are interested to provide the software relevant to the Practitioners & CA
Firms of ICAI by October 31, 2017. The intending parties are expected to have
appropriate level of practical experience in the relevant area along with the
knowledge of various aspects of the CA profession.






Terms of Reference for the Vendors of the software:

THE SOFTWARE VENDOR shall be willing to rebrand its existing software.

Further, THE SOFTWARE VENDOR shall not use the logo of its Company on
the software provided to ICAI members and / or in any ancillary document
related to the software except with prior approval of ICAI and for limited
purposes only.

THE SOFTWARE VENDOR shall provide the assistance to the Members for the
software and shall provide support through their help desk.

THE SOFTWARE VENDOR shall provide initial license Free of
cost/discounted/subsidized for first two years activation from date of MOU to
CA members and thereafter, provide the software at nominal price. Any
registered member with ICAI would be eligible to get single copy of initial
license without paying any cost.

THE SOFTWARE VENDOR shall provide Free of cost/discounted/subsidized
licenses of the software during the period of MOU to all present and future
Information Technology Training Centers of ICAI all over India with two years'
activation. THE SOFTWARE VENDOR shall also provide Free of
cost/discounted/subsidized live patches of the software as and when released
during the term of this MOU.

THE SOFTWARE VENDOR shall provide Free of cost/discounted/subsidized
single license of the software with two years' activation from date of MOU to all
present and future offices of ICAI.

THE SOFTWARE VENDOR shall also provide free of cost training to all staffs in
the Head Office & other offices of ICAI as well as to provide live patches of the
software as and when released during the period of MOU.

Any other terms & conditions, as decided by the Committee from time to time.

Delivery of software products

THE SOFTWARE VENDOR shall make available the Software Setup in the
ICAI/Committee website www.icai.org.in and www.icai.org so that software
setup may be downloaded from website and installed by the ICAI members.

   i)     THE SOFTWARE VENDOR shall upload the extensive documentation
   in soft form (PDF & HTML) through web links. These documents shall
   include Installation Manual, Feature List, FAQs, and User Manual etc.
   ii)      THE SOFTWARE VENDOR shall provide latest software patches
   through website www.icai.org.in
   iii) THE SOFTWARE VENDOR shall provide access to the updated
   documentation, whenever the new update/release of the current version of
   the products is published if the same is required.

b)     UPLOADING THE SOFTWARE ON COMMITTEE'S WEBSITE:
THE SOFTWARE VENDOR shall make available the Software content through
the website of Committee for Capacity Building of Members in Practice,
www.icai.org.in and www.icai.org so that software setup can be downloaded
and installed easily by the members, Free of cost/discounted/subisidised .

Training to End Users
The software vendor shall provide Free of cost Training to all users of the
software.

THE SOFTWARE VENDOR shall not use the name of the ICAI or any of its
associates in any manner whatsoever for the promotion of its products. THE
SOFTWARE VENDOR shall not publicize directly or indirectly in their
advertisements in any manner about the MOU or arrangements with the ICAI
except with the prior written approval of ICAI.
THE SOFTWARE VENDOR shall not state in any manner that any of its
software products are endorsed, vetted, approved or developed with the inputs
of the ICAI.






THE SOFTWARE VENDOR shall use the data coming to its possession for
intended purpose only, in case this data is otherwise used or intended to be so
used by THE SOFTWARE VENDOR, the Company shall be liable for the same.

ICAI hereby retains the right to impose any other or relax the existing terms &
conditions for the arrangement of the software.

The intending Software vendors are required to send a formal request letter
with the following details to Dr. Sambit Kumar Mishra, Secretary,
Committee for Capacity Building of Members in Practice (CCBMP), The
Institute of Chartered Accountants of India, ICAI Bhawan, A-29, First
Floor, Administrative Block, Sector-62, Noida (U.P.), P.C.- 201409,
Telephone: 0120-3045994, Mobile: 09312085025. Sending proposals by
email at sambit.mishra@icai.in is preferred:


    1. Brief profile of the Company
    2. Specific experience and expertise in the software relevant to the
    Practitioners & CA Firms of ICAI they offer.
    3. Proposed coverage of the Software relevant for Practitioners & CA Firms
of ICAI
    4. Details about the software relevant for Practitioners & CA Firms of ICAI
    5. Modalities about the software relevant for Practitioners & CA Firms of
ICAI

It may be noted that mere submission of the Expression of Interest shall not
entitle the applicant Vendor Company to enter into an arrangement with
CCBMP, ICAI for its software. CCBMP, ICAI reserves the right to invite similar
proposal from any other Vendor Company though they may not have offered
their expression of interest in this regard. CCBMP change/alter/modify in
terms & conditions of the aforesaid EOI at any point of time. No
communications will be entertained from the applicant Vendor Companies in
this regard. Only selected vendors will be individually communicated. CCBMP,
ICAI reserves the right to reject the Expression of Interest received from the
applicant Vendor Companies without assigning any reason therefore. CCBMP,
ICAI also reserves the right to cancel the aforesaid announcement of EOI
without assigning any reason thereof.

                                                                        Chairman
                  Committee for Capacity Building of Members in Practice (CCBMP),
                                                                             ICAI

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