Opportunity International NETWORK Opportunity IT SCHEDULE OF SERVICES AND FEES ~ CLIENT AGREEMENT This Schedule is presented on a best efforts basis in consideration of the information received, Actual ‘assignment work may vary and will be charged on a time and materials basis consistent with this estimate. Date: 15 May, 2014 Assignment Number: MIS-DEV-OTL-33, Funded by: MEOS Project - Mastercard PARTNER DETAILS Client (Partner/Country): Opportunity Bank, Tanzania Reporting to (Client): Stanley Tsikirayi CONSULTANTS Consultants/Vendor: Jethro Limited Reporting to (On Behalf of Client): Paul Babs pura sac le ee és = ASSIGNMENT DETAILS Assignment Overvi A, To facilitate T-24 changes to assist with the implementation of Software Group's Mobile Enterprise Open Sky (MEOS) Solution at OTL Tanzania. B. The existing MEOS functionality should be supported: © Client/group registration (with photo capture); © Account opening (as automated process rather than separate function); ‘+ Loan application (group and individual); © Spm; ‘© Agric data collection; © Custom download, Full download, Full upload; * Reports; © Land Mapping MEOS v.2 will support new additional functionality as following: ® Two users’ roles - Loan Officers and Branch Managers; * Improved synchronization ‘© Site visits functionality; = GEO Tag capturing; 3‘© Customer Dashboard; * Not uploaded items; * Group and individual loan applications; © Total loan calculations; ‘+ Loan statuses ~ different access for Loan Officers and Branch Managers; + Loan Contract printed — report created in T24 and exported to MEOS; ‘+ Others more minor additional requirements defined in FSD v1.8. This TOR covers the implementation of the functionalities defined in $G FSD 1.8 C. MEOS should be easily integrated to the core banking system; Temenos T24 Release 6 using PT Bridge D. Reports should be able to be viewed in a well-defined format, and printed from MEOS(all reports currently in R6 for similar operations, if bulky will be accessed from R6 ). Note that the MEOS reports on OTL were dependent on use of PT Reporter which is not available at OTL. E, Other MEOS reports which are bulky should be able to be viewed and spooled from core banking system; Temenos T24 Release 6. F. MEOS should be able to work offline and upload when the net network connectivity is available. Upload will be manually initiated. G. To ensure complete data rule compliance with T24 defined Rules such that data entry via MEOS applies all T24 validations currently defined. The development work and functionality changes within the is TOR will form the basis for all future implementations of MEOS across IM’s in a standardized approach. Deliverables: Create the necessary T24 input and authorisation versions that will enable the Tablet to operate with T24 1 2. Test and ensure seamless data entry into 724 3, Identification ofall missing elds and creating them in T24 4 Development of intermediate tables 5. Developments of input screens ané VERSIONS {Development pf Reports 7, Successful UAT support Proposal : [activity Time (Man days) | 1. identification of al missing fields and making them availabe in [3 days |raa 2, Development of Intermediate tables Results of item 1 above willbe provided for in a new table ay gk8, Anew table to be created to accommodate newly identified fields which are currently not part of standard Tea b. A table that keeps track of agric land mapping values A table that keeps details about SPM values d. Anew table for Loan officers site visit details such as site name, site visit texts as required in the RFP, Geo Tag details etc. ‘Some two or three tables for dropdown list of values ‘such as list of Partners, ist of ESP Officer assigned, List of activities etc. fA table that that keeps relationship between all the above tables which | will refer to as a parameter table purposely for MEOS 3. Developments of input screens and VERSIONS The 10 days will be spent developing and testing of these screens plus the screen validation routines that need to be developed. Breakdown of activities as follows: ‘a, Development of validation routines such as a routine that achecks if a customer has paid loan application fees or not, a routine that defaults loan officer code, a routine that, b. New customer creation scréeniversion which will be crealed purposely for MEOS as existing screen cannot be used because of MEOS validations New Account creation screeniversion which will be |__ created purposely for MEOS as existing screen cannot be used because of MEOS validations id. New Loan application screen and e. New Loan Disbursement screen with additional validations {New screen/version for Customer group processing 4. Development of Reports (depending on number of reports) | Presently about 6 reports have been identified currently. eMaling of reports to Loan Officers or designated officers ‘8 customer next repayment date and amount report b, Customer Outstanding Loan balance Customer Late Repayment report 4. Customer LSF/DDA Balance report 5.SIT & UAT End to End Tests |e Deployment ‘Total 10 days 110 days |neay 39 daysProject Dates Proposed Start Date: 20" May, 2014 Proposed Completion Date: 1" September, 2014 FEES AND EXPENSES Consultancy Fees Fixed Rate@ $650 /day + $25,350.00 Estimated Grand TOTAL: $25,350 "All expenses are to be covered at the actual cost. No claims will be made for expenses that are not incurred, ‘The client will meet all costs (actuals) detailed above associated with the completion of this assignment. AUTHORIZATIONS. Client Signature | agree to pay for the Services, and to abide by the Terms and Conditions listed above. Signed for and on behalf of the Client Signature: Date an\s\w Please print name of signatory: Fanley TLE bay) ‘Opportunity Signature Ro Signed “5 5 behalf of omen International, Oak Brook, It 60522 USA Name: Date: 21st April 2015. Please print name of signatory: John O'Neill Ses URL On