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Tender for Techno-Commercial BID for TALLY SOFTWARE COURSE
TALLY SOFTWARE COURSE TRAINING RASTRIYA UCHCHTAR SHIKSHA ABHIYAN (RUSA)
STATE NODAL OFFICE THE KNOWLEDGE CONSORTIUM OF GUJARAT, AHMEDABAD
Through offline Tender Process (Tender Fees Rs.500)
STATE NODAL OFFICE, RUSA KNOWLEDGE CONSORTIUM OF GUJARAT
“Pragna Puram”, Opposite Physical Research Laboratory, Navarangpura, Ahmedabad-380006
Phone-079-26302067/26302077 Email:[email protected]
November 2019
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Index
Sr. No. Particular Page No.
1. Introduction 04
2. Details of Proposed Projects –Annexure 1 06
3. General Terms & Conditions- Annexure 2
07
4. Scope of Work and other Terms & conditions –Annexure -3
09
5. Syllabus 10
6. Format for Technical Bid-Annexure -4 35
7. Format for Financial Bid-Annexure -5 37
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Tender Documents to be addressed to
State Nodal Office RUSA (KCG), “Pragna Puram”, Opp. PRL,
Ahmedabad 380015
Issue of Tender From 26.10.2019 to 13.11.2019 up to 17.00 hrs.
Tender Fee Rs. 500=00
In favor of State Nodal Office, RUSA
Bid due Date & Time: 13.11.2019 by 17.00 hrs.
Bid Submission Address: State Nodal Office RUSA
(KCG), “Pragna Puram”, Opp. PRL, Ahmedabad 380015
Technical Bid Opening (Date & Time): 14.11.2019 at 15.00 hours
Venue for technical bid opening
Conference Hall, Knowledge Consortium of Gujarat (KCG),
“Pragna Puram”, Opp. PRL, Ahmedabad 380015
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RASTRIYA UCCHTAR SHIKSHA ABHIYAN (RUSA)
STATE NODAL OFFICE KNOWLEDGE CONSORTIUM OF GUJARAT
Autonomous body of Department of Education, Government of Gujarat
1. Introduction :- Rastriya Ucchtar Shiksha Abhiyan(RUSA) is a central sponsored Scheme(CSS),
launched in 2013, aims at providing strategic funding to eligible state higher educational institutions. The central funding (in the ratio of 60:40 for general category States and 90:10 for special category sates) would be “norm based” and “Outcome Dependent.” The funds flow the central Ministry trough the state governments/union territories to the State Higher Education Councils before reaching the identified institutions.
Knowledge Consortium of Gujarat is a State nodal office RUSA for the Successful implementation and execution of RUSA project in the state of Gujarat. The KCG provides RUSA grant(s) to Universities/ Colleges/Institutions as per the
RUSA guidelines in Gujarat.
The State Nodal office RUSA KCG intends to appoint Agency/firm for TALLY Software training to the students of various colleges in the state for its
Projects/initiatives as described in Annexure-1 below.
General Terms and Conditions of Tender notice and assignments are mentioned as
per Annexure -2
Details of scope of work, other terms & conditions are as per (Annexure-3)
Each Agency complying with the minimum eligibility criteria should send technical bid for Tally Software Course Training Agency assignments (Annexure-4) in sealed cover and are required to quote fees in financial bid for the said assignments for the financial year 2019-20 (Annexure-5)
Only the firms / agency meeting with the minimum eligibility criteria should send their proposals. Further, each firm / agency meeting with the said criteria and submitting the proposal has to attach required supporting evidences/documents as
mentioned in (Annexure-4).
Firms /Agency of Tally Software Training meeting with the eligibility criteria are requested to submit their proposals in physical form containing technical bid (Annexure-4) in one sealed cover super scribed as ‘THECHNICAL BID FOR TALLY SOFTWARE COURSE TRAINING AGENCY FOR RUSA’ along with another sealed cover for financial bid mentioning the fees for Tally Software Training services assignments (Annexure-5) super scribing it as ‘FINANCIAL BID FOR TALLY SOFTWARE COURSE
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TRAINING AGENCY FOR RUSA’ TO "The State Project Director RUSA, KCG, at ‘Pragna Puram Campus’, Near L D College of Engineering, Opp. P.R.L., Ahmedabad - 380006 through /R.P.A.D./Speed Post/Physically on or before 13.11.2019 by 17.00 hrs. Technical bid submitted by the firms/ agency meeting the eligibility criteria will be evaluated and marks will be assigned as per marking system. Financial bids of only those firms successfully passing the technical evaluation will be considered for opening of financial bids. Firm/Firms /Agency will be selected on “L1 basis” on evaluation of technical and financial bids jointly. In case of Non acceptance of the assignment selection of the Firms will be made on next Lower Bid.
For Scope of work, other terms and conditions, format of technical bid & financial
bid, reports/outputs etc. please go through the below mentioned Annexures.
Date:-26/10/2019 State Project Director,
RUSA.
Place:-Ahmedabad
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Annexure-1:- Details of Proposed Projects:- RUSA Nodal Office, RUSA, KCG, invites Technical Bid and Commercial Bid for its below mentioned Projects/Schemes: Sr.No.
Particular Brief Description
1. Rashtriya Ucchtar Shiksha Abhiyan (RUSA)
Rashtriya Uchchtar Shiksha Abhiyan (RUSA) is a Centrally Sponsored Scheme (CSS), launched in 2013, aims at providing strategic funding to eligible state higher educational institutions. The central funding (in the ratio of 60:40 for General Category States would be "norm based" and "Outcome Dependent". The funds flow from the Central Ministry through the State Governments/union territories to the State Higher Education Councils State nodal agency before reaching the identified institutions. Knowledge Consortium of Gujarat is a nodal office for the Successful implementation and execution of the RUSA project in the state of Gujarat. The KCG provides RUSA grant(s) to Universities/Colleges/Institutions for access, equity and excellence in higher education as per the RUSA guidelines in the state of Gujarat
2. Component 12 Under Component 12 RUSA Vocationalization of Higher Education, RUSA provide skill of Tally software to the students of colleges of various district.
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Annexure -2:- General Terms & Conditions of the Tender Notice/Assignment:-
1. All Annexures mentioned hereinafter form integral part of this tender notice.
Firm/ Agency will have to perform the functions as per the scope of work and
other terms and conditions mentioned in (Annexure 3).
2. Firms /Agency of Tally Software Training meeting with the eligibility criteria
are requested to submit their proposals in physical form containing technical
bid (Annexure-4) in one sealed cover super scribed as ‘TECHNICAL BID FOR
TALLY SOFTWARE COURSE TRAINING AGENCY FOR RUSA’ along with another
sealed cover for financial bid mentioning the fees for Tally Software Training
assignments (Annexure-5) super scribing it as ‘FINANCIAL BID FOR TALLY
SOFTWARE COURSE TRAINING AGENCY FOR RUSA’ TO "The State Project
Director RUSA, KCG, at ‘Pragna Puram Campus’, Near L D College of
Engineering, Opp. P.R.L., Ahmedabad - 380006 through /R.P.A.D./Speed
Post/Physically on or before 13.11.2019 by 17.00 hrs.
3. Bid covers must be reached at the office of State Project Director Office RUSA
Gujarat, Pragna Puram Campus’, Near L D College of Engineering, Opp. P.R.L.
Ahmedabad on or before 13.11.2019 by 17.00pm
4. Technical bids submitted by the firms meeting with the minimum eligibility
criteria will be evaluated and marks will be assigned as per marking system.
Financial bids of only those firms successfully qualifying in the technical
evaluation process will be considered for opening of financial bids. Firm /
Firms will be selected on "L1(Lower-1) basis" on evaluation of technical and
financial bids jointly . In case of Non acceptance of the assignment selection of
the Firms will be made on next Lower Bid.
5. Appointment of Empanelment orders will be issued to the qualified agency in
completion of the process of selection as mentioned above.
6. The Empanelment will be initially for a period of Eight months i.e. from
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November 2019 however it may be renewed or extended for one year as per
the mutual discussion
7. The whole Process of the Tendering can be Cancelled / Modified / redefined /
Altered by the Management of the State Project Director State Nodal Office,
RUSA without giving any prior notice or information.
8. In case of Termination after the acceptance of assignment on dissatisfaction
to the management, the assignment will be given to the firm/ Agency having
next Lower Financial Bid.
9. Any Other influence of any type may disqualify the bidder and the bid will be
outright rejected.
10. Tax will be paid extra as per applicable rate from time to time as per
Government Rule
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Annexure -3
Scope of work for each Assignment and Manpower requirement for each
assignment:
3.1 Scope of Work:
1. The Empanelled Firm has to provide TALLY software training to the
students of various colleges of Gujarat.
2. The batch size will be 15 to 30.
3. The infrastructure facility will be provided by the colleges but if
infrastructure facility is not provided by the college in that case the firm/
agencies have to provide the technical support for training to the
respective college during the time of the training.
4. The study material will be provided by the Agency in printed version or in
E-version
5. The empanelled agency has to maintain the student’s attendance record
i.e. 90 to 95 % of the student’s attendance is also one of the criteria for the
payment.
6. The empanelled agency has to submit daily work report related with
training with photographs and progress report of the student in hard copy
to principal of the respective college and in the soft copy to SNO RUSA ,
Gujarat.
7. Duration of the Course
Certification programs – recommended training hours and assessment duration: Sr. No.
Certification Programs / Titles
Recommended Course (Hrs.)
Assessment Duration (Mins.)
1 Tally Beginners 45-60 60 2 GST using Tally ERP9 45-60 60
3 Tally Advanced-1 90-120 90 4 Tally Advanced-2 120-180 120
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Syllabus:
Tally Beginners – 60Hrs Sr. No: Chapter hours
1. Fundaments of Accounting 2 2. Maintaining Chart of Accounts in Tally.ERP 4
3. Maintaining Stock Keeping Units (SKU) 5 4. Recording Day-to-Day Transactions in Tally.ERP 10 5. Accounts Receivable and Payable Management 10 6. MIS Reports 5
7. Accounts Receivable and Payable Management 4 8. Goods and Services Tax (GST) 15 9. Recording Vouchers with TD5 (Tax Deducted at Source) 5 Total 60
Chapter 1: Fundamentals of Accounting - 2 hours Introduction
Accounting Terms
Accounting Assumptions, Concepts and Principles
Assumptions Concepts Principles
Double Entry System of Accounting
Types of Accounts
The Golden Rules of Accounting
Source Documents for Accounting
Recording of Business Transactions
The Accounting Equation
Recording of Transactions in Books of Original Entry/Journal
Use of Debit and Credit
Rules of Debit and Credit
Recording of Business Transactions in Journal
Ledger
Need for Ledger
Differences between a Journal and a Ledger
Classification of Ledger Accounts
Posting from Journal
Trial Balance
Methods Of Preparation
Subsidiary Books & control accounts
Cash Book
Single Column Cash Book
Double Column cash Book
Three Colum cash Book
Petty Cash Book
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Purchase (Journal) Book
Purchases Return (Journal) Book
Sales (Journal) Book
Sales Return (Journal) Book
Journal Proper
Control Accounts
Financial Statements
Trading and Profit & Loss Account
Trading Account
Key & Loss Account
Balance Sheet
Types of Assets and Liabilities included in a Balance Sheet
Key Takeaways
Chapter 2: Maintaining Chart of Accounts in Tally. ERP - 4 hours
Introduction
Getting Started with Tally.ERP 9
Mouse/keyboard Conventions
Company Creation Shut a Company
Select a Company
Alter Company Details
Company Features and Configurations
F11: Company Features
F12: Configuration
Chart of Accounts
Ledger
Group
Ledger Creation
single Ledger Creation
Multi Ledger Creation
Altering and displaying Lodgers
Group Creation
Single Group Creation
Multiple Group Creation
Displaying Groups and Ledgers
Displaying Groups
Display of Ledgers
Deletion of Groups and Ledgers
Key Takeaways
Chapter 3: Maintaining Stock Keeping Units (SKU) – 5 hours Introduction
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Inventory Masters in TaIly. ERP 9
Creating Inventory Masters
Creation of Stock Group
Creation of Units of Measure
Creation of Stock Item
Creation› of Go down
Defining of Stock Opening balance In TaIIy.ERP 9
Stock Category
Reports
Key Takeaways
Chapter 4: Recording Day-to-Day Transactions In TaIIy.ERP 9 - 10 hours
Introduction
Business Transactions
Source Document for Voucher
Recording Transactions In Tally.ERP 9
Accounting Vouchers
Receipt Voucher (F6)
Contra Voucher (F4)
Payment Voucher (FS)
Purchase Voucher (F9)
Sales Voucher (F8)
Debit Note Voucher
Credit Note (Ctrl+F8)
Journal Voucher (F7)
Key Takeaways
Chapter 5: Accounts Receivable and Payable Management - 10 hours
Introduction
Accounts Payables and Receivables
Maintaining Bill-wise details
Activation of Maintain Bill-wise details Feature
New Reference
Against Reference
Advance
On Account
Stock Category Report
Changing the Financial Year In TaIIy.ERP 9
Key Takeaways
Chapter 6: MIS Reports - 5 hours
Introduction
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Advantages of Management information Systems
MIS Reports in Tally.ERP 9
Trial Balance
Balance Sheet
Profit and Loss Account
Cash Flow Statement
Ratio Analysis
Books and Reports
Day Book
Receipts and Payments
Purchase Register
Sales Register
Bills Receivable and Bills Payable
Key Takeaways Chapter 7: Goods and Services Tax (GST) - 15 hours
Introduction
Goods and Services tax (GST)
Key Takeaways Chapter 8: Recording Vouchers with TDS (Tax Deducted at Source) - 5 hours
introduction
Basic Concepts of TDS
TDS in Tally.ERP 9
Activation of TDS Feature in Tally.ERP 9
TDS Statutory Masters
Configuring TDS at Group Level
Configuring TDS at Ledger Level
Booking of Expenses in Purchase Voucher
TDS Report
Key Takeaways
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Tally Advanced-1- 90-120 Hrs Sr. no Chapter Hours
1. Fundamentals of accounting 2 2. Journalizing and Posting of Transaction 4
3. Maintaining Chart of Accounts in Tally.ERP 9 4 4. Fundamentals of inventory Management 4 5. Stock Keeping Units 4 6. Recording Day to Day Transactions 4
7. Accounts Receivable and Payable Management 4 8. Banking 5 9. Allocation and Tracking of Expenses and Incomes 4 10.MIS Reports 4
Tally Advanced-1 Vol II
1. Storage and Classifications of Inventory 4 2. Management of Purchase and Sales Cycles 4 3. Price Levels and Price Lists 5
4. Manufacturing Process 5 5. Goods and Services Tax 20
6. Tax Deducted at Source (TDS) 5 7. Securing Financial Information 3 8. Data Management t and Financial Year End Process 5 9. Total Duration 90
Chapter 1: Fundamentals of Accounting - 2 hours Introduction
Accounting Teams
Accounting Assumptions, concepts and Principal
Assumption
Concepts
Principles
Double Entry system of Accounting
Types of Accounts
Golden Rules of Accounting
Source documents for Accounting
Key Takeaways Chapter 2: Mainting Chart of Accounts in tally. ERP-4 hours
Introduction
Recording of business Transactions
The Accounting Equation
Recording of Transactions in Books of Original Entry/Journal
Use of Debit and Credit
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Rules of Debit and Credit
Recording of Business Transactions in Journal
Ledger
Need for Ledger
Differences between a Journal and a Ledger
Classification of Ledger Accounts
Posting from Journal
Trial Balance
Methods of Preparation
Subsidiary Books & Control Accounts
Cash Book
Single Column Cash Book
Double Column Cash Book
Three Column Cash Book
Petty Cash Book
Purchase Book
Purchase Return Book
Sales Book
Sales Return Book
Journal Proper
Control Accounts
Financial Statements
Trading and Profit & Loss Account
Trading Account
Profit & Loss Account
Balance Sheet
Types of Assets and Liabilities included in Balance Sheet Key Takeaways
Chapter 3: Maintaining Chart of Accounts in Tally.ERP 9 - 4 hours Introduction
Getting Started with Tally.ERP 9
Mouse and Keyboard Conventions
Company Creation
Shut a Company
Select a Company
Alter a Company
Company Features and Configurations
Company Features: F11
Configuration: F12
Chart of Accounts
Ledger
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Group
Ledger Creation
Single Ledger Creation
Multi Ledger Creation
Altering and Display of Ledgers
Ledger Alteration
Single Ledger Display
Multi Ledger Display
Deleting Ledgers
Group Creation
Single Group Creation
Multiple Group Creation
Altering and Display of Groups
Group Alteration
Single Group Display
Multi Croup Display
Deleting Groups
Key Takeaways
Chapter 4: Fundamentals of Inventory Management - 4 hours
Introduction
Inventory Management
Terms Used in Inventory Management
Inventory Valuation
Different Types of Inventory Valuation
Inventory Management in Tally.ERP 9
Conclusion
Chapter 5: Stock keeping Units - 4 hours Introduction
Inventory Masters in Tally ERP 3
Creating Inventory Masters
Creation of Stock Group
Creation of Unit of Measure
Creation of Stock Item
Creation of Godown
Defining of Stock Opening Balance in Tally ERP 9
Key Takeaways
Chapter 6: Recording Day to Day Transactions - 4 hours
Introduction
Business Transactions
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Source Document or Voucher
Recording Transactions in TaIły.ERP 9
Accounting Vouchers
Receipt Voucher
Contra Voucher
Payment Voucher
Purchase Voucher
Sales Voucher
Debit Note Voucher
Credit Note Voucher
Journal Voucher
Creation of New Voucher type
Automation of Invoices (Voucher Classes)
Non-Accounting Vouchers
Memorandum Voucher
Optional Vouchers
Reversing Journal
Recording Provisional Entries
Recording Inventory Vouchers
Receipt Note Voucher
Delivery Note Voucher
Rejection In Voucher
Rejection Out Voucher
Stock Journal Voucher
Physical Verification of Stocks
Conclusion
Key Takeaways
Chapter 7: Accounts Receivable and Payable Management - 4 hours
Introduction
Accounts Payable and Receivable
Maintaining Bill-wise Details
Activation of Maintaining Bill-wise Details Feature
New Reference
Against Reference
Advance Reference
On Account
Credit Limit
Activate Credit Limit
Setting Credit Limits
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Exceeding Credit Limits
Exception to Credit Limits
Payment Performance of Debtors
Changing the Financial Year in TaIIy.ERP 9
Conclusion
Key Takeaways
Chapter 8: Banking - 5 hours
introduction
Banking Payments
Setting up Banking Features
Cheque Management
Cheque Printing
Single Cheque Printing
Multi Cheque Printing
Cheque Register
Cancelled cheque
Blank Cheque
Bank Reconciliation
Manual Bank Reconciliation
Auto Bank Reconciliation
Deposit Slip
Cash Deposit 5Iip
Cheque Deposit Slip
Payment Advice
Managing of Post-dated Cheques
Notional Bank
Post-dated Report
Handling e-Payments in TaIly.ERP 9
E-Payments Report
Exporting e-Payment Transactions from e-Payments Report
Sending Payment Instructions to Bank
Updating the Bank Details instantly in TaIly.ERP 9
Conclusion
Key Takeaways
Chapter 9: Allocation and Tracking of Expenses and incomes -4 hours
Introduction
Cost Centre and Cost Categories
Activation of Cost Category and Cost Centre
Allocation of Expenses and Incomes using Cost Centre
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Allocation of Expenses and Incomes using Cost Centre with Cost Category
Allocation of expenses to multiple Cost centers and cost categories
Automation of Cost Centre and Cost Categories while recording transaction s
Cost Centre Classes
Cost Centre Reports
Category Summary
Cost Centre Break-up
Ledger Break-up
Group Break-up
Conclusion
Key Takeaways
Chapter 10: MII Reports - 4 hours Introduction
Advantages of Management Information Systems
Types of MCS Reports in Tally.ERP 9
MIS Reports in Tally. ERP 9
Trial Balance
Balance Sheet
Profit and Loss Account
Cash Flow Statement
Funds Flow Statement
Ratio Analysis
Books and Accounting Reports
Day Book
Receipts and Payments
Purchase Register
Sales Register
Bills Receivable and Bills Payable
Inventory Reports
Stock Summary
Stack Transfer
Movement Analysis
Ageing Analysis
Key Takeaways
Chapter 11 Storage and Classification of Inventory - 4 hours Introduction
Godown Management
Activating Godown
Creating a God own
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Allocation of Stock to Particular Godown while Defining Opening Balance
Recording of Purchase, Sales and Stock Transfers with Godown Details
Purchase of Inventory
Recording stock transfer entry using stock journal
Sale of Inventory
Maintaining Damaged Goods
Analyzing Godown Summary and Stock Movement Reports
Stock Category
Activation of Stock Categories
Creating Stock Categories
Recording of Transactions
Movements of Goods in Batches/Lots - Batch wise details
Activating Batch-wise Details in Tally. ERP 9
Using Batch-wise Details in Purchase Invoice
Using Batch-wise Details in Sales Invoice
Expired Batch/Stock Transfer
Batch Reports
Batch Vouchers Report
Batch Summary Report
Transfer Analysis report
Stock Valuation Methods
Configuration of Stock Valuation Method
Different Types of Costing Methods
Recording of Purchase and Sales Transactions
Stack Valuation based on F-IFO Perpetual Method
Conclusion
Key Takeaways
Chapter 12 Management of Purchase and Sales Cycles - 4 hours
Introduction
Purchase Order Processing
Activating Order Processing in Tally. ERP 9
Sales Order Processing
Viewing Order Details
Display Columnar Orders & Stock Details
Sales order outstanding.
Pre-closure of Order
Reorder Level
Display Reorder Status
Conclusion
Key Takeaways
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Chapter 13 Price Levels and Price Lists - 5 hours • Introduction • Activating Price Lists an4 Defining of Price Levels • Creation of Price List • Using Price List
• Revise Price List • Conclusion • Key Takeaways
Chapter 14 Manufacturing Process - 5 hours • Introduction • Activating of Bill of Materials • Auto Listing of Components Using Bill of Materials
• Accounting of Manufacturing Process in Tally. ERP 9 • Transferring of Manufactured Goods from Storehouse to Showroom • Reports • Stock Journal Register
• Transfer Analysis • Cost Estimation • Stock Ageing Analysis • Conclusion
• Key Takeaways Chapter 15 Goods and Services Tax - 20 hours
• Introduction to GST
• Getting Started with GST (Goods) • Advance adjustments and Entries (Goods) • Getting Started with fi3T (Services) • Advance adjustments and Entries (Services)
• Conclusion • Key Takeaways
Chapter 16 Tax Deducted at Source (TDS) - 5 hours • Introduction
• Basic Concepts of TDS • TDS Process • TDS in Tally. ERP 9
• Activation of TOS Feature in Tally. ERP 9 • TDS Statutory Masters • Configuring TDS at Group Level • Configuring TD5 at Ledger Level
• Booking of Expenses in Purchase Voucher • Recording Transactions • Expenses Partly Subject to TDS • Booking Expenses and Deducting TDS Later
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• Accounting Multiple Expenses and Deducting TD5 Later • Accounting for TD5 on Advance Payments against Transport • TDS on Expenses at Lower Rate • TDS on Expenses at Zero Rate
• deducting TDS on Payments • Reversal of Expenses with TDS • Deducting TDS on Expenses with Inventory • Accounting TDS on Fixed Assets
• Payment of TDS • TDS Reports • Challan Reconciliation • IDS Out standings
• E-Return • Conclusion • Key Takeaways
Chapter 17 - Securing Financial Information - 3 hours • Introduction • Security Control • Activation of Security Control and Creation of Security Levels in Tally.ERP9
• Accessing the Company with Data Operator' s User Account • Password Policy • Tally Vault Password • Activation of Tally Vault in Tally. ERP 9
• Configuration of Tally Vault Password while Creating the Company • Configuration of Tally Vault Password for Existing Company • Benefits of Tally Vault Password • Conclusion
• Key Takeaways Chapter 18 Data Management and Financial Year End Process - 5 hours
• Introduction
• Backup and Restore • Backup of Data • Restoring Data from a Backup File • Export and Import of Data
• Exporting and Importing of Data from One Company to Another in XML Format
• Exporting of data in other available formats • E-Mailing in Tally. ERP • Printing Reports • Managing of Data during Financial Year End Process
• Important Pre-Split Activity • Splitting of Data • Key Takeaways
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Tally Advanced -2– 120-180 Hrs
Sr No Chapter Hours 1 Goods and Services Tax 5 2 Filling of TDS returns 1 3 Tax Collected at source 2
4 Job Costing 2 5 Job work 2 6 Tally Audit 1 7 Interest Calculation 2
8 Synchronization 2 9 Multi-Lingual 1 10 Control Centre 0.5 11 SMS Quary 0.5
12 Web publishing 0.5 13 Group Company 0.5
Tally GURU Vol I
Payroll, Income Tax, HR(payroll) 10 Total Duration 120
Includes all topics of Tally PRO plus: 1. Goods and Services Tax - 5 hours
• Introduction • Activate GST in Sally.FRP 9 • Accounting of GST Transactions • Purchases from Unregistered Dealers
• Imports • Advance Receipts and Payments • Accounting Advance Receipt and Sales Invoice in the same month. • Advance receipt and sales invoice recorded in different months
• Reversal of GST on account of cancellation of advance receipt • Accounting an advance payment for purchase of taxable goods under reverse Charge
• Mixed Supply and Composite Supply under GST • Mixed Supply of Goods • Composite Supply of Goods
• Accounting of Service Transactions
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• GST Reports • Generating GSTR-1 Report in Tally. ERP 9 • Generating GSTR-Z Report in Tally. ERP 9 • Input Tax credit Set Off
• GST Tax Payment • Time line for payment of GST tax • Modes of Payment • Challan Reconciliation
• Exporting GSTR-1 return and uploading in GST portal. 2. Filing of TDS Returns - 1 hours
• Introduction • TDS Reports
• Form 26Q • TDS Out standings • Payment of TDS • Challan Reconciliation
• E-Return • Key Takeaways • Shortcut Keys
3. Tax Collected at Source - 2 hours
• Introduction • Basic Concepts of TCS • Configuring Tally. ERP 9 for TCS • Enabling TCS in TaIIy. ERP 9
• Sales of TCS Goods at Lower Rate • Sales of TCS Goods at Nil Rate • TCS on Transfer of Right to Use • Payment of TCS
• TCS Reports • Form 27EQ • Saving Form 27EQ • Return Transaction Book
• Key Takeaways • Shortcut Keys • Practice Exercises
4. Job Costing – 2 hours
Introduction
Features of job Costing
Enabling Job Costing
Creating Required Masters
Creating Ledges for Job Costing
Recording of job Costing related transaction
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Job Costing Reports
Materials Consumption Summary report
Comparative Job Work Analysis Report 5. Job work – 2 hours
Introduction
Features of job order processing in Tally EPR 9
Confuting Job order processing in Tally EPR 9
Company Setup
Enabling Job Order Processing
Voucher Type Setup
Job order processing
Job work in Order
Job order reports
Job work out reports 6. Tally Audit – 1 hours
Introduction
Enabling Tally Audit Features in Tally ERP 9
Create User level Summary
Creation of Maters by Administrator
Recording of Transactions by the Users
Audit Listing for Voucher Types
Tally Audit Statistics for Masters
Audit Listing for Users 7. Interest Calculation -2 hours
Introduction
How to confuting Tally vault
Confuting of Tally vault password while Creating the Company
Confuting of Tally vault password for existing Company
Alternation/Change of Tally Vault Password
Benefits of Tally Vault 8. Synchronization -2 hours
Introduction
Data Synchronization in Tally.ERP 9
Difference between On-demand Synch and Online Synch
Features of On-Oemand Synchronisation
On demand Synchronisation
Sync Status Messages
Online Synchronisation
Online Synchfonisation using Tally.Net
Export Snapshot
Import Snapshot
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Transaction 3ynC 5Ummary Report
Status Report
Exceptions Report 9. Multi-Lingual - 1 hours
introduction
Operating System Requirement for Multi-lingual Support
keyboard (Language) Configuration in Tally.ERP 9
Defining User Interface Language 10.Control Centre - 0.5 hours
Introduction
Login to Control Centre
Control Centre for an Account
Licensing and Configuration
License and Configuration for Single Site
Licensing and Configuration for Multi-site
Creating Configuration Set for a Site
TDL Configuration Management
Jobs & Recruitment
Account Profile Management
Change Account Admin
Change Password
Change My Profiie
My Sessions
user Management
Manage Data Sessions
Deploying Account TOLs
Unlink TDL Configuration
support Centre 11.SMS Query-0.5 hours
Introduction
How to Configure SMS in Tally.ERP 9 12.Web Publishing - 0.5 hours
Introduction 13.Group Company – 0.5 hours
Introduction • Consolidation of the Final Reports by Creating a Group Company • How to check the Consolidated Reports in the Group Company
14.Payroll – 10 hours
• Introduction • Setup Payroll in Tally. EPR 9 • Company Creation • Activation
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• Processing Basic payroll in Tally. EPR 9 • Employee Setup • Creation of pay Heads • Defining Salary Details for an Employee Group
• Salary processing • Payroll Reports • Statements of payroll • Attendance Reports
• Expat Reports • Payroll Statutory Deduction and Reports • Creating the Statutory pay Reports • Define Salary Details
• Process Salary • Payment of Salary • Payroll Statutory Reports • Income Tax
• Employee Setup • Provide Income Tax Details • Process Income Tax • Process Salary
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GST using Tally Sr.no Chapter Hours
GST Using Tally
1 Introduction to GST 20 2 Getting Started with GST 5 3 Recording Advanced Entries 6 4 GST Return Filing (Good) 4 5 Getting Started with GST (Services) 4 6 Recording Advanced Entries (Services) 4 7 Composition Dealer 2
Total Duration 45
1. Introduction to GST – 20 hours • Introduction
• Old Taxation System • Current Taxation System-GST • Why GST was introduced in India • Understanding GST Taxation System
• Dual GST • Structure of GST • Taxes Subsumed under GST • Determination of Tax
• Registration • GSTIN Structure • Businesses Liable to Register under GST • Mandatory Registration under GST
• Existing Registration • New Registration • New Registration as a Regular Dealer • Composition Tax Payer
• Amendment, cancellation and renovation of registration • Supply of Good and Services • Scope of Supply • Place of Supply
• Determining the place of supply of Good • Determining the place of supply of Services • Time of Supply • Value of Supply
• Mixed Supply and Composition Supply • Mixed Supply • Composition Supply • Transition to GST
• Registered Business • Availed Input Tax Credit • Unavailed CENVAT credit and input VAT on capital good
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• Availing the input credit held in closing stock • Invoicing • Tax Invoice • Bill of Supply
• Credit Note, Debit Note and Supplementary invoice • Transportation of good without issue of Invoice • Input Credit Mechanism • Entitlement of Input Tax Credit
• Input Tax Credit Set Off • Input Tax Credit Claim • GST Returns • Regular Dealer
• Composition Tax Payer • Payment of Tax
2. Getting Started with GST – hours • Introduction
• Enabling GST and Defining Tax Details • Transferring Input Tax credit to GST
Intrastate Supply of Goods
Intrastate Inward Supply
Intrastate outward Supply
Intrastate Supply
Intrastate Inward Supply
Intrastate outward Supply
Returns of Goods
Purchase returns
Sales returns
E-way Bill
Components of E-way Bill
Who must generate E-way Bill
Conditions for generation e-way Bills
Validity of E-way bill
E-Way Bill Setup in Tally. ERP 9
Recording of Invoice with e-way Bill
Interstate Supply of Goods to a Registered Dealer
Supplies Inclusive of Tax
Defining Tax rates at master and Transportation Levels
Defining GST Rates at Stock Group Level
Defining GST Rates at Transaction Level
Hierarchy of Applying Tax Rate Details
GST reports
Generation GSTR-1 Report in Tally.EPR 9
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Generation GSTR-2 Report in Tally.EPR 9
Generation GSTR-3B Report in Tally.EPR 9
Input Tax payment
Timelines for payment of GST
Modes of Payment
Challan Reconciliation 3. Recording Advanced Entries – 6 hours
Introduction
Purchases from Composition dealer
Purchases from Unregistered dealer
Exports
Imports
Supply of Exempted Goods
Supply of Goods to SEZ
Advanced receipts and payments
Advance receipts if Turnover is Less than 1.5 Crores
Advance receipts if turnover is More than 1.5 Crores
According Advanced Payments for Purchase under Reverse Charge
Mixed Supply and Composite Supply under GST 4. GST Return Filing (Goods) – 4 hours
Filing GSTR-3B Returns
GSTR-1 Returns
GSTR-2 Returns
Exporting e-way Bill Report 5. Getting Started with GST (Services) – 4 hours
Introduction
Determination of Supply of services
Determination the Place of Supply of services
Enabling GST and Defining Tax details
Intrastate Supply of Goods
Intrastate Inward Supply
Intrastate outward Supply
Interstate Supply
Intrastate outward Supply
Intrastate Inward Supply
Intrastate outward Supply of Services
Cancellation of Service
Cancellation of Inward Supplies
Cancellation of Outward Supply of Services
Defining Tax rates at Master and Transaction Levels
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6. Recording Advanced Entires – 4 hours
Introduction
Accounting Multiple Services in a Single Supply
Recording Partial Payment to Suppliers
Outward Supplies
Recording Outward Supply with Additional Expenses
BC Supply of service (Business to consumers)
Time of supply of services
Place of supply of services
Determining place of supply of services
Exempt Supply of services under GST
Export Supply of services
Reverse Charge on Services under GST
Advance Receipts from Customer under GST
Advanced Receipt and issuing Invoice an same month
Reversal of GST on account of cancellation of advance receipt
Generation GSTR – 3B Report in Tally.EPR 9
Generation GSTR – 2 Report in Tally.EPR 9 7. Composition Dealer 2 hours
Introduction
Condition to be satisfied under the scheme
Enabling GST and Defining Tax Details
Recording purchase transaction for composition dealer
Intrastate Inward Supply
Intrastate Inward Supply of Services with Discount
Recording sales transaction for composition dealer
Imports
GST reports
Generation GSTR-4 Report in Tally.EPR 9
E-filing GSTR-4 from Tally.EPR 9
3.2 Evaluation and Comparison of Bids : The Firm or Agency will evaluated the bids to determine the Technical
qualification and com-pittance of the sustainably responsive bidder who a panel of technically qualified bidder. The Agency or Firm will evaluate the commercial bids of only this panel of bidders & the commercial bid of the bidders not included in this panel will not be opened under any circumstances
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The Agency / Firm will use the following set of Qualification Criteria (QC), to determine the score for quality of training: As on 07/10/2019 Sr. no
Particular Document Required Self-calculated Score
1 Existence of bidding Agency / Firm
For 3 year – 02 marks
For 4 year – 03 marks
For 5 year – 04 marks
For 6 year & more – 05 marks
Registration Certificate Existence of Agency will be considered on the basis of their registration as Society or Limited
Company or Private Limited Company or any other competent Government
Authority
05 Marks
2 Qualified Trainers last 3 years
Average 10-20 Trainers -10
Marks
21-30 Trainers -20 Marks
31-40 Trainers -30 Marks
More than 40 Trainers -40 Marks
Trainers Details with their CV,
Experience Details of last 3 years, payment details of the trainers
Trainers Qualifications as per follow: B.Com / M.Com/ MCA degree is
essential
Certificate for “Tally GURU essential from Tally
Payments Details will be considered basis on the Vouchers of the payment and self-Declaration by the agency.
40 Marks
3 Profession Average Income for last 3 years(2016-17,2017-
18,2018-19) Up to 30 Lakhs – 05
Marks More than 30 Lakhs –
10 Marks
Copy of audited annual accounts along with Audit Report & Tax Audit
Reports and copy of IT Return Submitted for respective year.
10 Marks
4 No. of Students Trained Average last 3 years
Up to 2000 students Trained – 10 Marks
2000 to 5000 students Trained – 20 Marks
More than 5000 students Trained – 35
Marks
Details of the students like(Name, Course durations, fees payment
details, certification details) with necessary supporting documents.
35 Marks
5 Study material (Print &E material both Copy) Print material-05 Marks E material -05 Marks Print & E material both Copy-
10 Marks)
Attachment of the study material
Standard study material provided by TALLY company will be utilized or Standard Material which will covered the whole syllabus
Print Hard Copy and E Soft Copy
10 Marks
The bidder shall have to obtain minimum 70 marks for technical qualification, failing which his commercial bid shall not be opened.
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3.3. Other Terms & Conditions:
Appointment of Firm:
The Empanelment will be initially for a period of Eight months i.e. from
November 2019 and Extended by one more year.
1. Payment of the Fees:
The agency/Firm will be paid 50% of the total amount on successful
satisfactory training and remaining 50% after assessment (Examination)
and Certification.
2. Obligation on the Firm:
The empanelled firm/ Agency cannot Assign/ outsource/sublet the work
entrusted or sub-contract in any manner what so ever, or any portion to
other agency
Confidentiality:-
1. The Empaneled Firm's/ Agency, shall not, of this contract, disclose any
proprietary or confidential information relating to any of the
project(s) / Scheme(s) / Initiative(s) services, of the contract, or the
State Nodal Office RUSA, operations without prior written consent of
the management.
2. All reports and other documents submitted by the firm /Agency shall,
not later than upon termination or expiration of this contract,
deliver all such documents and reports to the State Nodal Office
RUSA, together with a detailed report thereof. The Firm/ Agency may
not retain a copy of such report and documents.
3. Removal and disqualifications from the assignment :
If any empanelled Firm/Agency thereof is found guilty of gross negligence,
lack of duty of care, misrepresentation and misstatement of facts, hiding the
facts, falsification, undue delay in performance of duties, using or giving the
details gathered during the assignment to other parties without permission of
the State Nodal Office RUSA Gujarat, non-observation of instructions given
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by the college and State Nodal Office RUSA, Gujarat. Un authorized retention
of records of the State Nodal Office RUSA, violating the terms and conditions of
this assignment, indulging in mala fide practices or any other cognizable
offence or breach, empanelled Firm /Agency will be punishable and removal
with any or all of the following consequences :- (i) Removal from assignment with immediate effect/from the date
specified.
(ii) Removal from any other assignment with immediate effect/from the date specified given by the State Nodal Office RUSA.
(iii) Deduction of percentage of fees as determined by the SPD, RUSA.
(iv) Ban from accepting the future assignment of the State Nodal
Office RUSA for the period as specified.
(v) Any other action deemed appropriate by the management
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Annexure-4
FORMAT FOR TECHNICAL BID
1. Name of Firm / Agency :____________________________________ 2. Registered Address : _______________________________________
_________________________________________ _________________________________________
3. Firm registration No : _______________________________________
4. Date of Registration of the Firm :_________________________________________
5. Total Experience in Years : __________________________________
Information As on 07/10/2019 Sr.
no
Particular Document Required Self-calculated
Score 1 Existence of bidding Agency /
Firm
For 3 year – 02 marks
For 4 year – 03 marks
For 5 year – 04 marks
For 6 year & more – 05 marks
Registration Certificate Existence of Agency will be considered on the basis of their registration as Society or Limited Company or Private Limited Company or any other competent Government Authority
05 Marks
2 Qualified Trainers last 3 years Average
10-20 Trainers -10 Marks
21-30 Trainers -20 Marks
31-40 Trainers -30
Marks More than 40 Trainers -
40 Marks
Trainers Details with their CV, Experience Details of last 3 years,
payment details of the trainers Trainers Qualifications as per follow:
B.Com / M.Com/ MCA degree is essential
Certificate for “Tally GURU essential from Tally
Payments Details will be Considered basis on the Vouchers of the payment and self-
Declaration by the agency.
40 Marks
3 Profession Average Income for
last 3 years(2016-17,2017-18,2018-19)
Up to 30 Lakhs – 05 Marks
More than 30 Lakhs – 10 Marks
Copy of audited annual accounts
along with Audit Report & Tax Audit Reports and copy of IT Return
Submitted for respective year.
10 Marks
4 No. of Students Trained Average last 3 years
Up to 2000 students Trained – 10 Marks
Details of the students like(Name, Course durations, fees payment details, certification details) with necessary supporting documents.
35 Marks
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2000 to 5000 students Trained – 20 Marks
More than 5000 students Trained – 35 Marks
5 Study material (Print &E material both Copy) Print material-05 Marks E material -05 Marks Print & E material both Copy-10 Marks)
Attachment of the study material
Standard study material provided by TALLY company will be utilized or Standard Material which will covered the whole syllabus
Print Hard Copy and E Soft Copy
10 Marks
Total Self Calculated Score
Details of Demand Draft
Payee Name Name of Bank
Draft No Amount (In Rs.)
Demand Draft will be submitted in separate cover named “State Nodal Office,
RUSA”
Certificate I/We undersigned hereby certify that all the information mentioned above is true and correct. If it will found false then State Nodal Office, RUSA can take action against me/agency that is bound by me/agency.
Date Signature
Seal of office/partner Name & Designation
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Annexure -5 FORMAT FOR FINANCIAL BID (District-wise)
1. Name of Firm /Agency : ___________________________________ 2. Registered Address : ____________________________________
_____________________________________ 3. District : ____________________________________
Training Fees without infrastructure support form Agency Sr.
No.
Certification
Programs / Titles
Training Fees
(INR) (per Student) which
include Trainers Honorarium / TA/
DA/ Staying allowance of the
Trainers (Per Student )
Batch Size is 15 – 30
(In Rs. )
Study Material
Cost (Per Student)
Hard Copy (In Rs. )
Study Material
Cost (Per Student)
E Material (In Rs. )
Assessment &
Certification Price (INR)*
Per Student Batch Size is
15 – 30 (In Rs. )
1 Tally Beginners 2 GST using Tally ERP
9
3 Tally Advaced-1
4 Tally Advanced-2
Training Fees with necessary infrastructure support (Computer, furniture, LAN, Internet, software and maintenance) form Agency at respective college place district wise
Sr.
No.
Certification
Programs / Titles
Training Fees
(INR) (Per Student) which
include Trainers Honorarium / TA/
DA/ Student Study Material /
Staying allowance of the
Trainers Batch Size is 15 –
30 (In Rs. )
Study Material
Cost (Per Student)
Hard Copy (In Rs. )
Study Material
Cost (Per Student)
E Material (In Rs. )
Assessment &
Certification Price (INR)*
Per Student Batch Size is
15 – 30 (In Rs. )
1 Tally Beginners
2 GST using Tally ERP 9
3 Tally Advaced-1 4 Tally Advanced-2
Date Signature Seal of office/partner Name & Designation Note: 1. Fees quoted above are exclusive of Taxes. Applicable tax will be paid extra as per the Govt.
norms. 2. Use Separate Sheet for Separate Districts.
