USER REQUIREMENT

Project: HSBC Project Shanghai

From: Jones Lang LaSalle
Date: 23 October 2009
Location: Shanghai ifc South Tower

HSBC Life Insurance Co

Department Name: 2010 seats: 208
Ltd

Business
2012 seats
Champion:

3850 9369 / 138 1668

Telephone: Email: summerwong@hsbc.com.cn
6639

Note: All design elements and space standards will be accordance to HSBC Design Guideline
unless instructed otherwise. All requirements shall be subjected to final approval by management team.
HEADCOUNT / SEATS BREAKDOWN Quantity
2010 2012
1.0 Staff Levels
(seats) (seats)
1.1 With Enclosed Cell Office – for CEO & Chairman. 2
The size shall be the same as the existing office
22sqm.
(The room has to face Oriental Pearl )

1.2 With Open Space Manager-type Workstation 25

1.3 With Open Space Bench-type Workstation 181

(All general staff)

1.4 Please specify any additional seating requirement *

other than the above?

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1.5 Does your department need a separate Reception Y
Area?(Please see additional comments for Reception
)

Headcount - Additional Comment:

For Band 2 & above – with enclosed cell office.
For Band 3, 4 & Function Head – with open space manager.
For Band 5 to Band 8 – with open space bench-type workstation

Remarks: The above requirements will subject to final approval of management team.

2.0 Legal & Corporate Compliance

2.1 Please list specific operational compliance requirement related to your

Business Units / Departments (example Chinese Wall, adjacency with other
HSBC Subsidiaries, etc):

2.1 (a) In order to keep the staff personal record confidential, Human Resource Dept
request to have an enclosed working area for 10 staffs with access card
control system and close to CEO Office.

2.1 (b) According to CIRC requirement, Finance Dept would like to have an enclosed
working area for 25 staffs with access card system. They would also like to
place the safe box in their working area. So the floor reinforcement support in
the office area has to install.
The model of this existing safe is:
1) Chubb Europa Grade 1 size 2 safe
718mm(H) * 668mm(W) * 663mm(D), 467Kg

2.1 (c) According to clause 33 of CIRC rule, there should be an enclosed cell room to
be used as a dealing room with access card system where the dealer will
execute the trade & confidentiality can be maintained to be compliant. The
room is used as trading room with size 12sqm for 2 staff, it must be located
within the office near the Investment Dept.

2.1 (d) In order to keep clients’ record and Policy information confidential, Life
Operation Department request to have one Filing room with rolling cabinet
which the size is around 18sqm & one Scanning room with size 20sqm. Both
rooms are requiring access card system and must be located near the Life
Operation Department.

2.1 (e) In order to keep the company’s record confidential, Internal Audit Dept request
to have an enclosed working area for 6 staffs with access card system.

2.1 (f) Call centre requests to have an enclosed working area for 8 staff with fax

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 machine and access card system.
This centre must have effect on sound insulation.
Close to Life Operation Department.

2.1 (g) Branch office (IBO) would like to have an enclosed working area for 12 staffs
with access card system. This office is best to near the reception area and
have the cashier function with 3 cashier counters near the reception. The
counters need to have the glasses in front of the counters. One of them shall
be bullet proof glass.

IBO is planning to purchase a small safe box in the office area.

The model may be like the existing safe box :
FuJia AM50 electronic password safe:
556mm(H) * 396mm(W) * 400mm(D),58Kg
Do we need to install the floor reinforcement?

2.1 (h) Legal Dept would have an existing safe box. So the floor reinforcement
support in the office area has to install.
The model of the existing safe box :
Chubb Europa Grade 4 size 2 safe: 718mm(H) * 668mm(W)
*663mm(D),558Kg

2.1 (i) IT Department has an existing safe box. So the floor reinforcement support in
the office area has to install.
The model of the existing safe box :
FuJia AM50 electronic password safe:
556mm(H) * 396mm(W) * 400mm(D),58Kg

Compliance - Additional Comment:

We’re not allowing to sharing the office area with the other HSBC entities. We should
have our own entrance door.
Reception area for 3 staff ( 2 receptionist, and 1 customer staff) We must clear to see the
face of the receptionist.

Remarks: The above requirements will subject to final approval of management team.

3.0 BU Dedicated Meeting Rooms (Y/N) Quantity/

Size
Y
3.1 Does your Business Unit require its’ own dedicated Please see
meeting room? If yes, please provide justification. remarks &
Remarks: 1 Board room with 60sqm. (20 seats). additional

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 1 big meeting with 18sqm (10 seats). 3 meeting comments
rooms with 10sqm for general customer (5 seats)& 1
special meeting with 10sqm for VIP customer. 1
Training room with 40sqm.

Customer will come to our office to discuss the life

policy, pay premium & policy claim.

3.2 What is the preferred size of the meeting rooms in See 3.1
terms of seats? remarks.

3.3 What equipment has to be in the dedicated meeting

room? Please specify:

3.3 (a) Conference call machine

3.3 (b) White board

3.3 (c) Conduit point for PC & telephone

3.3 (d) Table & chairs

Meeting Room - Additional Comment:

We also want to have the following:

(1) One Board room with access card system, projector, screen, video conference (VC)
system (model: Tandberg VC 3000MXP wheel Base), AV system, conference call
machine, white board and conduit point for PC & telephone. The size of the board
room should be available for 20 seats.

(2) We need to have complete segregation of customer accessible area such that
customers must go thru manned security control if they need to access our internal
office area. Then may be we have the toilets in the customer pubic area.

(3) For item 3.1, IBO needs 1 special meeting rooms for VIP customer & 1 general
meeting room, which are close to VIP waiting area with the following requirement:
For VIP customer:
a) decoration follows HBCN Premier account
b) 1 manager table & chairs, 2 guest chairs
c) IT network / 4 in 1 printing machine / hidden alarm system
d) enhanced effect on sound insulation
e) scrub paste for protecting customer privacy

For General customer:

f) a round table with 5 seats.

(4) One training room for 40 staffs with projector, screens, DVD / LCD, more web access,
white board and Conference call facilities.
Remarks: The above requirements will subject to final approval of management team.

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4.0 Printing, Storage & Administrative Amenities Y/N

4.1 Is an enclosed printing room required? If yes, please provide Y

justification and size requirement.

We have to print the Life Insurance Policy for client and its
operation could be quite disturbed to others, so it needs to have
an enclosed printing room 10sqm with access card system. The
model number & the brand of the equipment is HP4250, in which
the printers are all on desk top.

4.2 Is it acceptable to share the printing room with other N

departments?
CIRC require a separate & independent area.

4.3 What is the storage requirement for your department – high Y

cabinet, low cabinet, fire proof cabinet, compactus, etc.? Please
indicate total storage area required.

4.3 (a) We want to have 3 storage rooms, 20sqm each with access card
systems. Each room should have the racks with locker, the
conduit point for PC & telephone. One of them has to close to the
Office Administration Dept and the other is closed to Direct sales
Dept. The 3rd one is for Finance Department.
We want to have : 44 HIGH CABINET(1000W*450D*1980H), 55 MID
4.3 (b)
CABINET(1000W*450D*1100H), 57 LOW
CABINET(1200W*450D*800H)
In addition, we would like to some wardrobe to place the winter clothes.

4.3 (c) Finance Dept need 10 high fire proof cabinet with lock and shall
be placed in the storage room for Finance Dept, the size is
desired by the designers.

4.4 (d) Bancassurance need 1 small fire proof cabinet with lock.
Y
4.4 How does your department handle administrative issues – mail,
cleaning/maintenance, employee’s meal, etc.?

Mailing will be handled by us. If possible, we want to share the

maintenance & security with HBCN.
Y
4.5 Does your department engage service staff – driver, ayi,
receptionist, etc.? If yes, is a dedicated room required for service
staff and what is the size requirement?

We don’t want to require a dedicated room for them.

4.6 Is a dedicated lunch area required for your employee? If yes,

what is the size requirement?

We would like to have a pantry with size 25sqm for 30 staff.

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Printing, Storage & Administrative Amenities - Additional Comment:
We would like to have separate waiting area for VIP & General customer.
For VIP customers waiting area: (It should be enclosed area & closed to IBO meeting room
)
4 single person sofa. Tea table, Distilled water machine & coffee machine, TV/DVD and
rack for newspaper. (the style should be same as HBCN)

For General customers waiting area: It’s open area but must close to IBO meeting room
Use our existing sofa and tea table.

Remarks: The above requirements will subject to final approval of management team.

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5.0 BU Dedicated Electrical & Air Conditioning Y/N Quantity
Requirement

5.1 Are there any Business Unit specific equipment Y

requiring UPS (Uninterrupted Power Supply i.e.,
continuous backup power in case of normal power Please
outage). Please consider the need based on Business refer to
Continuity Plan guideline. 5.6

5.2 Please list equipment and quantity requiring UPS Y

power support:

5.2 (a) Valuation team of Actuarial & Investment Dept require

UPS for running programme overnight in regular
valuation, ROP, sensitivity testing etc.

5.2 (b)

5.2 (c)
Y
5.3 Are there any areas requiring air conditioning beyond
regular working hours (08:00am – 07:00pm)? Please
provide justification?

5.3 (a) IT server room, please refer to 5.6.

Y
5.4 Are there any areas requiring air conditioning on
weekends (Saturday & Sunday)? Please provide
justification?

5.4 (a) Upon the users’ require to provide the air conditioning
on weekends, such as Training room for the training
course to the sales and bank staff.

5.5 Please list any Business Unit specific equipment other

than printer, fax machine, copier, scanner, computer
or phone?

5.5 (a) HR Dept requires 2 printing machines and 1 direct

phone line in their office area.

5.5 (b) Finance Dept needs financial voucher bookbindery,

security fax machine to custodian bank & direct line
with computer link to CIRC.

5.5 (c) Legal Dept would like to have their own printer, copier
& scanner, for they will receive or issue their official
documents as management and Board level meeting
preparation.

5.5 (d) Internal Auditor would like to have their own printer.

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5.5 (e) Bancassurance would like to have their own printer
and Binding machine.
Y
5.6 Does your department require a dedicated IT 30sqm.
Equipment Room? If yes, please provide justification
and room size requirement.

According to CIRC requirement, we should have the

independent IT room. We have 8 sets rack in our
server room which including several servers, PABX &
network equipment. Also there should be the 7* 24
A/C which can control temperature & humidity, fire
control system with gas & UPS in the server room. IT
also need security monitoring system in IT room and
keep the tape for 2 months.
The racks for the new IT room shall be no more than
10(only 1 rack is 600*1000mm, and others are
600*600mm). We shall use CRAC and gas fire
fighting system for the new IT room.
Our IT room shall be on our own floor due to CIRC
requirement.

Electrical & A/C - Additional Comment:

Our UPS of IT room is Galaxy 3000-20KVA (380V 80A). If we need more than one floor, another
5KVA UPS is need for another floor.
The model of the current UPS shall be hold the line in the new IT room, but if possible, we would like
to share the UPS with HBCN, otherwise, we plan to buy a new one.

Remarks: The above requirements will subject to final approval of management team.

6.0 Relocation Y/N

6.1 Relocation to the new ifc South Tower will be done in phases. Does Y
your Business Unit have any relocation time restriction? If yes,
please specify which month(s) to avoid moving.

No earlier than 15 April, 2010. It is because of the restriction of the

current lease contract with the existing Landlord.

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Relocation - Additional Comment:

Remarks: The above requirements will subject to final approval of management team.

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