knowledge partner services vibrant gujarat 2015 summit … · · 2015-07-081 guidelines for...

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Guidelines for submitting

Expression of Interest/Tender document/Proposal

by

Consulting Firms for undertaking

Knowledge Partner services for organizing

Vibrant Gujarat 2015 Summit

Issued by

Industrial Extension Bureau (iNDEXTb)

Block No. 18, 2nd Floor, Udyog Bhavan, Sector 11,

Gandhinagar – 382011. Gujarat, India.

Phone: 079-23250492/93 Fax: 079-23250490

Web site: www.indextb.com

http://www.indextb.com/

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BID ISSUE DATE 11th June, 2013 (Tuesday) to

2nd July 2013 (Tuesday)

Up to 1.00 PM (IST)Only

PRE-BID MEETING 19th June, 2013 (Wednesday)

3.00 PM (IST)

LAST DATE OF

BID SUBMISSION


Up to 1.00 PM (IST)Only

DATE OF TECHNICAL

BID OPENING


01.30 PM(IST)

PRESENTATION Second week of July 2013

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TABLE OF CONTENTS

I Invitation Letter

II Terms of Reference

III Instructions to Bidders

IV Qualification Criteria and Proposal Evaluation

V Technical Proposal – Submission Forms

VI Financial Proposal – Submission Form

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I Invitation Letter

Date:

To,

Consultancy Firms

Sub: Guidelines for submitting Expression of Interest documents

by Consulting Firms for undertaking Knowledge Partner services

for organizing Vibrant Gujarat 2015 Summit

1. The Government of Gujarat has been playing a very active role in promoting

Gujarat as a potential investment destination for both domestic and foreign

investors. Vibrant Gujarat 2013 Summit was successfully organized by

Government of Gujarat in the month of January 2013. Vibrant Gujarat

Summits is now a regular event being organized biennially since the year

2003.

2. The Government now proposes to organize the seventh edition of Vibrant

Gujarat 2015 Summit (VG 2015 Summit) at Mahatma Mandir,

Gandhinagar during January 2015. The summit is proposed to be a three day

event and intends to showcase the strengths and potentials of Gujarat to the

prospective investors across the globe.

3. The Government intends to organize the VG 2015 Summit on a larger scale

as a Global Investor Forum, with providing a platform to investors across the

globe for facilitating investments across India.

4. The Government has nominated iNDEXTb as the nodal agency to undertake

investment promotion initiatives and organize VG 2015 Summit with

following objectives:

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Define investment promotion strategy and action plan for Gujarat State.

Position Gujarat as the most preferred investment destination in world.

Market investment opportunities in specific focus sectors to prospective

investors.

Promote specific investment regions, growth clusters and cities as global

investment destinations.

Organize Vibrant Gujarat 2015 Summit at Mahatma Mandir, Gandhinagar.

5. To undertake above mentioned activities in a planned manner, iNDEXTb

intends to appoint consultants for a period of about 21 months.

6. Accordingly, iNDEXTb invites proposals to provide the consulting services

as per the Terms of Reference stipulated in II of this document. This

document includes the following:

I Invitation Letter


III Instructions to Bidders




7. All Consultancy Firms intending to participate in the Bid are requested

to visit Vibrant Gujarat 2013 Website at www.vibrantgujarat.com and

iNDEXTb Website at www.indextb.com so as to get a comprehensive

idea about the assignment and involvement of Knowledge Partner while

organizing the VG Summits.

http://www.vibrantgujarat.com/

http://www.indextb.com/

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8. Tender document can be downloaded from websites www.indextb.com OR

www.vibrantgujarat.com from 11th

June, 2013 to 2nd

July, 2013 upto

1.00 PM (IST). The bidder is required to submit Earnest Money Deposit of

Rs. 30,000/- (Rupees Thirty Thousand only) at iNDEXTb, Gandhinagar

alongwith Tender Document in a separate cover by Hand Delivery only,

not later than 2nd

July, 2013 upto 1.00 PM (IST) by Demand Draft drawn in

favour of Industrial Extension Bureau on any Nationalized Indian Bank

having its office at Gandhinagar/Ahmedabad. The Proposal should be

submitted by Hand Delivery only in sealed Envelopes which should be

super-scribed as follows:

(i) First Sealed Envelope - “The Technical Proposal”

(ii) Second Sealed Envelope – “Earnest Money Draft” and

(iii) Third Sealed Envelope – “The Financial Proposal”.

(iv) The Fourth Sealed Main Envelope clearly marked - “ PROPOSAL FOR

KNOWLEDGE PARTNER- VIBRANT GUJARAT 2015 SUMMIT”. ”

and Containing above 3 sealed envelopes.

9. Last Date & Time of Submission of the entire Proposal is at 1.00 PM (IST)

on 2nd

July, 2013 (Tuesday) at the office of iNDEXTb at the address given

here under by Hand Delivery only. Please indicate clearly on the envelope-

“PROPOSAL FOR KNOWLEDGE PARTNER- VIBRANT GUJARAT

2015 SUMMIT”. This outer envelope shall bear the Name of the

Assignment, complete address of Consultancy Organization.

Managing Director


Block No. 18, 2nd Floor,

Udyog Bhavan, Sector 11,

Gandhinagar – 382017

Gujarat, INDIA

http://www.vibrantgujarat.com/

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10. A briefing meeting is scheduled at 3.00 PM (IST) on 19th June, 2013

(Wednesday) at the conference room, iNDEXTb, Gandhinagar. Interested

consultancy firms are requested to participate in the briefing meeting.

11. The Technical proposals of all the qualifying firms will be opened in the

presence of the Consultants’ representatives who choose to attend on the

same day.

12. For further information and clarification, please contact Managing Director,

iNDEXTb.

Thanking You,

Yours Sincerely,

Managing Director

iNDEXTb

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2.1 Background

Gujarat, with a population share of 5% of total population of India, contributes

6.5% to national economy, with one of the highest economy growth rate. The State

of Gujarat is well known for its entrepreneurial skills, robust social and physical

infrastructure, excellent labor environment, considerable financial talent and

efficient bureaucracy. Gujarat is an industrially developed State, having

successfully established the base for industries such as chemical, pharmaceuticals,

textiles, gems and jewellery, engineering ancillaries and related industries.

The State Government has been playing a very active role in promoting Gujarat as

a potential investment destination to both domestic and foreign investors. For this,

the state has institutionalized an event – ‘Vibrant Gujarat Global Investors' Summit

(VGGIS)’ which has been organized every two years since the year 2003.

iNDEXTb, an entity established as a society in 1978, is the single point of contact

and provides professional services to prospective investors. iNDEXTb has been

appointed as a nodal agency by the State Government for investment promotion

and organizing VGGIS. iNDEXTb has successfully organized previous six Vibrant

Gujarat Summits and now, the state proposes to organize the seventh edition of

Vibrant Gujarat Summit in Mahatma Mandir, Gandhinagar during January 2015.

The summit is proposed to be a three day event and intends to showcase the

strengths and potentials of Gujarat to the prospective investors across the globe.

iNDEXTb intends to appoint consultants for defining investment promotion

strategy, undertaking investment promotion and providing advisory services as

Knowledge Partner for organizing Vibrant Gujarat 2015 Summit at Mahatma

Mandir, Gandhinagar.

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2.2 Objective

The key objectives of this assignment are to provide assistance to:

Define investment promotion strategy and action plan for Gujarat State.

Position Gujarat as the most preferred investment destination in globe.

Market investment opportunities in specific focus sectors to prospective

investors.

Promote specific investment regions, growth clusters and cities as global

investment destinations.

Organize Vibrant Gujarat 2015 Summit at Mahatma Mandir,

Gandhinagar.

2.3 Scope of Services

The Scope of services shall include the following three stages to be executed over

the period of about 21 months:

The above task is divided into three stages as under and the requirement of the staff

will be dependent on the stage and may vary as per the need.

• Pre event (August 2013 – October 2014)

• During the event (November 2014 – January 2015)

• Post Event Follow Up ( January 2015 – April 2015)

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2.3.1 Phase I:

Provide Assistance in Investment Promotion Strategy and

Policy Benchmarking

Define appropriate strategies and roadmap for investment promotion

activities in Gujarat

Strengthening of existing promotional efforts that yield results and suggest

Policy Changes for accelerated investment in focus sectors and comparison

of state policies with that of other states

Identify investors seeking relocation of operations

Chalking out action plan including national and international investment

promotional strategy to achieve the desired results

Identify Global Conferences in focus sectors and organizing visits there at

and categorize methodology and practices in international events

Deliberate branding initiatives in the targeted investor segment

Classify target countries and geographical regions for inward investment on

focus sectors and establishing country desk for focus sectors

Approaching investors in identified countries in potential sectors

Organizing inward delegation from chamber of Commerce and trade

promotion organizations/associations

Organizing investment missions/delegations in designated countries with

reference to focus sectors

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2.3.2 Phase II:

Marketing collaterals and Attracting Investments

Preparation of Content for Promotional materials and marketing collaterals

such as sector profiles, Gujarat Investment Competitiveness Profile,

Investment guide for Gujarat, Investor Perception Report, project profiles

compilation, Profiles on key investment regions, industrial corridors and

clusters.

Preparation and circulation of investment magazine (monthly) incorporating

the promotional efforts and investment opportunities in the state.

2.3.3 Phase III:

Provide Assistance in Organizing Vibrant Gujarat 2015 Summit

Define the road map and action plan for organizing Vibrant Gujarat 2015

Summit

Devise the summit activities , preparation of structure of the summit and

assist in organizing VG 2015 Summit.

Organizing one to one meetings for identified prospective foreign and Indian

investors before the summit and during the days of the summit.

Help assist the designing project specific MoUs/Investment Intentions

document/Strategic Partnership document and identification of project

partners.

Documentation of meetings during the preparation stage and documentation

of all seminars, meetings, conference, proceedings during the days of event.

Help in organizing Discussion forums, Networking meetings, Panel

Discussions, Conventions etc.

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Suggest promotional plan for the event across the world such as WEF.

Summit and discussion with Global Apex Business bodies.

Provide assistance in organizing national and international business

missions.

Provide assistance for the Summit planning.

Designing the seminar, scheduling the topics, preparation of background

paper on each session, identification of speakers, etc.

Identifying and approaching partner organizations, agencies for the Summit.

Preparation for panel discussions/discussion forums and other knowledge

event related activities.

2.3.4 Phase IV:

Provide Assistance in Post-Summit Follow-up

Post Summit activities including Follow Up with participants and organizing

meetings within and outside India where Leads have been generated.

Assessment of creation of additional infrastructure, manpower and other

facility requirement and review impact on existing facility.

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2.4 List of Deliverables & Timelines

2.4.1 The total time period of the assignment shall be for about 21 months from

the date of award of the contract.

2.4.2 The main deliverables of the assignment will be

Presence and participation of at least 125 countries in the

VG 2015 Summit.

Participation from at least 500 investment intending foreign

companies from across the globe in VG 2015 Summit.

Participation from at least 1500 investment intending domestic

companies in VG 2015 Summit.

2.4.3 During this period, the consultant shall submit the following reports:

Sr.

No.

Deliverable

1 Inception report

2 Fortnightly/Monthly Progress Reports

3 Presentation on Investment Promotion strategy and action plan

4 Presentation on action plan for VG 2015 Summit

5 Continuous submission of marketing Collaterals/ Information

Leaflets for marketing of focus sectors

6 Status on Investment lead generation & follow-up

7 Organizing international and national business missions

8 Report on Planning and work plan for the Summit

9 Preparatory activities for organizing the Summit

10 Documentation and follow-up action plan after the Summit

11 Status Report on Investments leads

2.4.4 The Consultant shall hand over soft and hard copies of all the deliverables of

the assignment decided by iNDEXTb on the need basis.

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2.4.5 Such soft copies, reports and outputs will be the sole property of the

iNDEXTb and the Consultant shall treat all these information confidential

and shall not share with any third party except on specific written

instructions by iNDEXTb.

2.4.6 The Consultant should commence the assignment within a week from the

date of issuance of Letter of Award by iNDEXTb.

2.4.7 Payment Schedule:

The payment of fee quoted and accepted shall be made as under:

2.4.8 The contract for undertaking investment promotion exercise may or may not

be extended after completion of agreed duration as per terms and fees

mutually agreed upon.

Payment schedule

Quarterly payment of Total agreed fees in Indian

Rupees(TDS & Service Tax to be specified)

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III. Instructions to Bidders

3.1 Introduction

3.1.1 The Consultants are invited to submit a Technical Proposal as per the formats

given in V and a Financial Proposal as per the formats given in VI in two separate

sealed covers for providing consulting services required for the assignment. The

selection would be on the Quality Cum Cost Based Selection (QCBS) based on

the final weighted score, subject to fulfilling the requirements of the Qualification

Criteria. The Proposal will form part of the contract with the selected consultant.

3.1.2 The Consultants shall bear all costs associated with the preparation and

submission of their proposals. iNDEXTb is not bound to accept any or all

proposals, and reserves the right to annul the selection process at any time prior to

award of contract, without any liability to iNDEXTb.

3.1.3 The Consultants eligible for participating in the project can be a single entity

or a consortium of consultants / firms. The Consultant as a single firm or the

consortium partners together shall propose teams having experts to undertake all

aspects of the assignment as described in II of this document.

3.1.4 In case of Foreign Consultants/firm, the Consultant/firm shall essentially

have/open office in India or collaborate with Indian Consultant/firms having office

in India.

3.2 iNDEXTb’s Interest

The Consultants shall provide professional, objective, and impartial advice and at

all times hold interests of the iNDEXTb and Gujarat Government paramount.

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3.3 Proposal Validity

The Technical and Financial Proposal to be submitted by the Consultants should be

firm and valid for a period of 90 days from the last date of submission of the

proposal.

3.4 Clarifications and Amendments to Guiding Documents

3.4.1 Consultants may seek clarifications on the guiding document, if any, at the

time of briefing meeting or before 10 calendar days from the due date of

submission of the Proposals. Any request for clarification must be sent in writing

or by fax to Managing Director, iNDEXTb.

3.4.2 At any time before the submission of Proposals, iNDEXTb may amend this

document by issuing an addendum, which shall be binding on the Consultants. The

Consultants shall acknowledge all amendments and submit along with their

proposals duly signed.

3.5 Submission, Receipt, and Opening of Proposals

3.5.1 The Original Proposal (Technical Proposal and Financial Proposal) shall

contain no interlineations or overwriting, except as necessary to correct errors

made by the Consultants themselves. The person who signs the proposal must

initial such corrections. Submission letters for both Technical and Financial

Proposals should respectively be in the formats specified in V and VI respectively.

3.5.2 The proposals shall be signed and submitted by the Authorized Signatory of

the Consulting Firm. The authorization shall be attached in the Technical Proposal

and shall be in the form of a written power of attorney/ board resolution or in any

other form demonstrating that the representative has been dully authorized to sign.

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3.5.3 The Technical Proposal shall be placed in a sealed envelope clearly

marked “Technical Proposal”. Similarly, the Financial Proposal shall be

placed in a sealed envelope clearly marked “Financial Proposal”. The

“Earnest Money Draft should be placed in an envelope marked “Earnest

Money Draft”. The envelopes containing the Technical and Financial

Proposals and EMD shall be placed into an outer envelope clearly marked

“PROPOSAL FOR KNOWLEDGE PARTNER FOR VIBRANT GUJARAT

2015 SUMMIT” and sealed. This outer envelope shall bear the Name of the

Assignment, complete name and address of Consultancy Organization.

3.5.4 The Proposals must reach iNDEXTb by 1.00 PM (IST) on 2nd

July, 2013

(Tuesday) and delivered in person only. Any proposal received by iNDEXTb

after the deadline for submission shall be returned unopened. iNDEXTb shall not

be responsible for any delays on the part of Consultancy Organization. The

proposals that are send by Post, courier, mails, fax or any form other will NOT

be accepted and will not be considered as valid proposal. It is repeated that

Proposal must be sent to iNDEXTb only by Hand delivery in sealed covers.

3.5.5 iNDEXTb shall evaluate Technical Proposals based on evaluation

criteria and procedure as described in IV of this document. Financial

Proposals will be opened only of those firms qualifying in the technical

evaluation and after final presentation before the selection committee.

3.5.6 All the qualifying consulting firms will be called for the presentation on

suggested approach and methodology by giving due notice of at least 7 working

days. The financial proposals of all the qualifying firms will be opened in the

presence of the Consultants’ representatives who choose to attend on the same day

after final presentation before the selection committee. The selected consultant

will be informed of the decision made by iNDEXTb through a letter after

completion of the evaluation process.

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3.5.7 iNDEXTb will correct any arithmetical errors in Financial Proposals. While

correcting arithmetical errors, in case of discrepancy between the amounts

mentioned in words and figures, the amount quoted in words shall only be

considered and evaluated.

3.5.8 iNDEXTb will select the Consultant who has scored the highest as per the

evaluation criteria decided by the committee. The selected firm may be invited for

negotiations, if felt necessary by iNDEXTb. If such negotiations do not result in

fulfillment of iNDEXTb’s requirements, iNDEXTb shall have all the rights to

invite the next bidder (second highest scorer) for negotiations and finalization.

3.6 Confidentiality

The Consultant shall keep all the information pertaining to the assignment

CONFIDENTIAL and shall not provide/disclose any information of the

assignment to anybody except on specific instructions from iNDEXTb.

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4.1 Qualification Criteria

4.1.1 The Consulting firm or the Lead Member of the Consortium, as the case may

be, shall fulfill the following qualification criteria:

1. Should have undertaken investment promotion services for at least

TWO international clients in last five years.

2. Consultant should have provided Investment Promotional services

to one of the leading state government in last five years.

3. Must have global presence countries across the world through its

branch offices, group companies or associates.

4.1.2 The technical proposals of only qualified consulting firms will be considered.

4.2 Evaluation of Technical Proposals

4.2.1Points will be assigned for each submission of the Technical Proposals for the

purpose of evaluation:

Weightage of Technical Proposal- 60%

Weightage of Financial Proposal- 40%

Sr.

No.

Technical Proposal Evaluation Parameter

A PROJECT EXPERIENCE (Weightage-10 out of 60)

1. Bidder’s experience as a Lead Consultant /Project Advisor’s in

investment promotion in India in the past five years

2. Investment promotion services to international clients in last five

years

3. Bidder’s experience as a Knowledge Partner services for

Global Investors’ Meet

4. Bidder’s experience in infrastructure development advisory

services like policy, feasibility, bid process, etc.

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B APPROACH & METHODOLOGY(Weightage-10 out of 60)

1 Conceptual Clarity and Understanding of the project and its

objectives.

2 Proposed Approach and Methodology for the undertaking the

Assignment and Work Plan

C PRESENTATION ON TECHNICAL PROPOSAL

(Weightage-20 out of 60)

D TEAM COMPOSITION and Experience of Key

Professionals (Weightage- 20 out of 60)

4.2.2 There will be a minimum technical score as decided by the Selection

Committee required to become eligible for opening of the Financial Proposal.

4.2.3 Evaluation methodology for each of the above criterion shall be based on the

following:

4.3 Experience of the Firm / Consortium

Project

Category

Technical Proposal Evaluation Parameter

1 Bidder’s experience as a Lead Consultant / Project Advisor’s

in investment promotion in India in the past five years

2 Investment promotion services to international clients in last

five years

3 Bidder’s experience as a Knowledge Partner services to

Global Investors’ Meet

4 Bidder’s experience in infrastructure development advisory

services like policy, feasibility, bid process, etc.

4.3.1 Bidder’s experience in respect of this criterion should be supported by

documentary evidence in the form of certificate from the Client or Engagement

Letter, clearly stipulating the services rendered, completion date, etc.

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4.4 Approach and Methodology

4.4.1 The Points should be assigned based on the following:

Conceptual Clarity and Understanding of the project

and its objectives.

Proposed Approach and Methodology for the

undertaking the Assignment and Work Plan

The final decision would be taken by Selection Committee based upon the final

presentation and the documents submitted by the agencies.

4.5 Qualifications and relevant Experience of Key staff proposed

4.5.1 The above task is divided into three stages as under and the requirement of

the staff will be dependent on the stage and may vary as per the need.

• Pre event (August 2013 – October 2014)

• During the event (November 2014 – January 2015)

• Post Event Follow Up ( January 2015 – April 2015)

During the period of October 2014 to January 2015, there can be additional

requirement of manpower, in that case knowledge partner should be able to fulfill

the requirement accordingly without any additional fees.

Agency is required to submit the name of project/team leaders and the persons

associated with this assignment at each moment with their credentials and related

experience. All the involved persons must possess related experience.

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4.5.2 The bidder may propose key staff with different skill set and proficiency as

per the requirement of assignment. The possible key staff profile might be the

following:

a. Team Leader

b. Investment Promotion Expert

c. Marketing Expert

d. Public Policy Expert

e. Sector Experts (e.g. Manufacturing Industries, Service Industries,

Infrastructure, Industrial Area Planning, etc.)

4.5.3 All the above personnel may not be required to be put separately. However,

the areas indicated must be covered in the suggested manpower as possible.

4.5.4The Consultant/ firm must open a project office in Gandhinagar and a

dedicated team shall be stationed at Gandhinagar.

4.6 Total Technical Score

4.6.1 The total Technical Score (scoring pattern will be decided by Selection

Committee) of any bidder would be an arithmetic sum of scores obtained by the

bidder for each of the parameter indicated above viz. project experience, approach

& methodology, presentation on technical proposal and team composition.

4.7 Financial Proposal

4.7.1 In the Financial proposal, the bidders are required to quote their lump

sum professional fee inclusive of out-of-pocket expenses for undertaking the

assignment. The tax applicable (TDS & Service tax) should be specified. The

lump sum professional fee shall be quoted in Indian Rupee only.

4.7.2 Actual expenses incurred for conducting international and domestic road

shows, attending conferences, foreign travel, stay, communication expenses during

delegation visits and towards making delegation arrangements (international calls,

faxes, and couriers), etc. undertaken on instruction of iNDEXTb would be

reimbursed separately on actual, as per Government norms and policy.

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4.8 Selection of Consultant

4.8.1 The final evaluation of proposals shall be on the principle of Quality Cum

Cost Based Selection (QCBS) based on the final weighted score. A weightage

will be assigned by the selection committee to the marks/points scored in the

Technical Proposal and marks/points scored in the Financial Proposal. The

assignment shall be awarded to the bidder scoring the highest final weighted score

as decided by selection committee.

4.8.2 iNDEXTb, however, reserves the right to reject any or all the bids

received, without assigning any reasons and any liability to iNDEXTb.

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TP-1 Technical Proposal Submission Form

TP-2 Consultant’s Organization and Qualification Criteria

A. Consultant’s Organization

B. Details about fulfilling Qualification Criteria

TP-3 Consultant’s Experience

TP-4 Conceptual Clarity and Understanding of the Assignment

TP-5 Approach, Methodology and Work Plan for Performing the Assignment

TP-6 Team Composition

TP-7 Curriculum Vitae (CV) for Key Staff

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TP-1: Technical Proposal Submission Form*

To: [Reference No. & Date]

Managing Director





Gujarat, INDIA

Dear Sirs,

We, the undersigned, offer to provide the consulting services for assisting

iNDEXTb in defining investment promotion strategy, undertaking investment

promotion and providing advisory services as Knowledge Partner for organizing

Vibrant Gujarat 2015 Summit in accordance with your Guidelines for Proposal.

We are hereby submitting our Proposal. We are submitting Envelopes by Hand

Delivery only which super-scribed as follows:

(v) First Sealed Envelope - “The Technical Proposal”

(vi) Second Sealed Envelope – “Earnest Money Draft” and

(vii) Third Sealed Envelope – “The Financial Proposal”.

(viii) The Fourth Sealed Main Envelope clearly marked - “ PROPOSAL FOR

KNOWLEDGE PARTNER- VIBRANT GUJARAT 2015 SUMMIT”. ”

and Containing above 3 sealed envelopes.

The enclosed technical proposal includes the authorization document in the name

of the Authorized Signatory and Consent letters from Consortium Members, in

Original.

We are submitting our Proposal in association with: [Insert the list of Consortium

Member with full name and address of each associated Consultant]

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We being Foreign Consultant/firm, submit our proposal in association with:

[Insert the list of Indian Consortium Member with full name and address of each

associated Consultant] or have an office in India at [Insert the address of office in

India] or agree to open an office in India.

We confirm that we are qualified as per the Qualification Criteria specified in your

document. We hereby declare that all the information and statements made in this

Proposal are true and accept that any misinterpretation contained in it would lead

to our disqualification.

If negotiations are held during the period of validity of the Proposal,

i.e., 90 calendar days from the last date of proposal submission, we undertake to

negotiate without any alteration in the staff proposed for the assignment. Our

Proposal is binding upon us and subject to the modifications resulting from

Contract negotiations.

We have fully understood that iNDEXTb reserves the right to reject any or all

the bids received, without assigning any reasons and any liability to

iNDEXTb. We understand that iNDEXTb are not bound to accept all or any

Proposal received by iNDEXTb.

We undertake, if our Proposal is accepted, to initiate the consulting services related

to the assignment not later than a week from the date of issue of letter of award.

Thanking You,

Yours Sincerely,

Authorized Signature [In full and initials]:

Name and Title of Signatory:

Name of Firm:

Address:

Note: Appropriately modify the contents of text in italics.

* Technical Proposal should be submitted on the official letter head of the

company.

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TP-2: Consultant’s Organization & Qualification Criteria

A - Consultant’s Organization

[Provide here a brief (two pages) description of the organization, business

activities and profile of your firm/entity and each consortium member proposed for

this assignment.]

B – Details about fulfilling Qualification Criteria

1 Name and Address of the

Organization:

2 Telephone No.: Fax No : Website:

3 Contact Person and E-mail ID:

4 Year of Establishment:

5 Worldwide presence through its

branch offices, group companies or

associates (Mention details

Separately)

6 Details of projects for which you have provided investment promotion

services in India as a Lead Consultant/ Project Advisors:

Sl. No. Client Region Focus

Sector

Duration of

Appointment

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7 Details of Global Investors Meet for which you have provided Knowledge

Partner services in the past five years

Sr.

No.

Name of

Investors

Meet

Place &Venue Duration

& Dates

Organizer No. of

Delegates

8 Details of international clients to whom you have provided investment

promotion services in the past 5 years:

Sr.

No.

Client

Name

Country Sector/

Region

Duration Role/ Scope

of Work

9 Details of projects for which you have provided advisory services in the

past 5 years in Gujarat:

Sr.

No.

Project

Name

Client

Project Cost

Role/ Scope of services

10 Financial Strength (as per the audited statements): Rs. (INR)

Year 2009-2010 2010-11 2011-12 2012-13

Total

Turnover

Rs. (INR)

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11 Total No. of Employees: 12 PAN Number of the Agency(Attested

copy

Proof may be attached Separately)

13 Any other details in support of your fulfilling Eligibility Criteria:



Name of Firm:

Address:

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TP3: Consultant’s Experience

1 Projects:

S.No

Name of

Assignment

Name of Client

Amount of

Investment

facilitated

Rs. (INR)

Area/

Location

of

investment

promotion

Focus

Sector

1

2

3

4

2 Projects:Focus

S.No

Client Name Country Sector/

Region

Duration Role/ Scope

of

Work

1

2

3

4

3 Projects:

S.No

Name of the

Global

Investors’ Meet

Place &

Venue of the

Meet

Duration &

dates of the

Meet

Organizers

1

2

3

4

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4 Projects:

S.No

Name of

Assignment

Name of Client

Project Cost

Area/

Location

of Project

Category*

1

2

3

4

* Category such as policy advisory, feasibility study, market assessment, financial

advisory, state growth & development

[Consultants can attach their experiences in PPT format or in MS-Word Format

covering the recent similar assignments executed in relevance to this assignment

during past 5 years. In addition, Consultants to attach client’s certificate/

engagement letter towards satisfactory completion of the assignment indicated in

their experience record as having been completed]



Name of Firm:

Address:

32

TP-4: Conceptual Clarity and Understanding of Assignment

[Write-up on how Consulting Firm conceives and visualizes the proposed

assignment including their understanding of the objectives, purpose, scope,

expectations and requirements of the study. The Consultant shall highlight their

approach to the assignment; identify potential challenges in carrying out the

assignment and the firm’s approach to resolve them.]



Name of Firm:

Address:

33

TP-5: Description of Approach and Methodology for Performing the

Assignment and Work Plan

[Technical approach, methodology and work plan are key components of the

Technical Proposal. Consultants are suggested to present the Technical Proposal

in brief divided into the following submissions:

(A) Approach and Methodology,

(B) Work Plan]

(A) Approach and Methodology: In this submission, Consultant should explain

understanding of the objectives of the assignment, approach to the services,

methodology for carrying out the activities and obtaining the expected output, and

the degree of detail of such output. Consultant should highlight the constraints that

are expected and their importance and explain the technical approach Consultant

would adopt to address them. Consultant should also explain the methodologies

propose to adopt and highlight the compatibility of those methodologies with the

proposed approach.

(B) Work Plan: In this submission, the firm should propose timeline for proposed

activities and deliverables.



Name of Firm:

Address:

34

TP-6: Team Composition

The Consultant shall propose team consisting of staff / experts to take care of all

aspects of the assignment as prescribed in Chapter 2 of this document.

Key Staff

Name of Key

Expert

Educational

Qualification

Area of

Expertise

Post qualification

relevant

experience

in number of years



Name of Firm:

Address:

35

TP-7: Curriculum Vitae (CV) for Key Staff

1. Name of Firm [Insert name of firm proposing the staff]:

2. Name of Staff [Insert full name]:

3. Date of Birth: Nationality:

4. Education [Indicate college/university and other specialized education of staff

member, giving names of institutions, degrees obtained, and dates of obtainment]:

5. Membership of Professional Associations:

6. Other Training [Indicate significant training since degrees under 5 - Education

were obtained]:

7. Countries of Work Experience: [List countries where staff has worked in the

last ten years]:

8. Languages [For each language indicate proficiency: good, fair, or poor in

speaking, reading, and writing]:

9. Employment Record [Starting with present position, list in reverse order every

employment held by staff member since graduation, giving for each employment

dates of employment, name of employing organization, positions held.]:

10. Work Undertaken that Best Illustrates Relevant Experience and

Capability to Handle the Tasks Assigned

11. Certification:

I, the undersigned, certify that to the best of my knowledge and belief, this CV

correctly describes myself, my qualifications, and my experience. I understand that

any willful misstatement described herein may lead to disqualification or dismissal

of the firm. If selected my services shall be available for the assignment till

completion.

Date:

[Signature of staff member or authorized representative of the staff]

Day/Month/Year

Full name of authorized representative:

36


FIN-1 Financial Proposal Submission Form

37

FIN-1: Financial Proposal Submission Form*

[ Date]

Managing Director





Gujarat, INDIA

Dear Sir,

We, the undersigned, offer to provide the consulting services for assisting

iNDEXTb in defining investment promotion strategy, undertaking investment

promotion and providing advisory services as Knowledge Partner for

organizing Vibrant Gujarat 2015 Summit at Mahatma Mandir, Gandhinagar

in accordance with your document of June 2013 and our Technical Proposal. Our

quoted fee, inclusive of Consultancy Charges/Professional Fees, Out of Pocket

Expenses and Travelling, Service tax, etc. will be as under:

Rs. (INR) _____________(Rupees__________________________________only)

The Tax Deducted at Source (TDS) on the above quoted fees will be applicable as

per Government Rules & Regulations. Our Financial Proposal shall be binding

upon us subject to the modifications resulting from Contract negotiations, up to

expiration of the validity period of the Proposal, i.e. 90 calendar days from the last

date of submission of this Proposal.

We have fully understood that iNDEXTb reserves the right to reject any or all

the bids received, without assigning any reasons and any liability to

iNDEXTb. We understand that iNDEXTb are not bound to accept all or any

Proposal received by iNDEXTb.

Thanking You,

Yours Sincerely,



Name of Firm:

Address:*Financial proposal Submission Form should be on the company official

letter head.

____________________