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

1
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 2nd July 2013 (Tuesday)

BID SUBMISSION Up to 1.00 PM (IST)Only

DATE OF TECHNICAL 2nd July 2013 (Tuesday)

BID OPENING 01.30 PM(IST)

PRESENTATION Second week of July 2013

2
 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

3
 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:

4
 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
II Terms of Reference
III Instructions to Bidders
IV Qualification Criteria and Proposal Evaluation
V Technical Proposal Submission Forms
VI Financial Proposal Submission Form

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.

5
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
Industrial Extension Bureau (iNDEXTb)
Block No. 18, 2nd Floor,
Udyog Bhavan, Sector 11,
Gandhinagar 382017
Gujarat, INDIA

6
 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

7
 II Terms of Reference

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)

9
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

10
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.

11
 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.

12
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. Deliverable
No.
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.

13
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:

Payment schedule

Quarterly payment of Total agreed fees in Indian

Rupees(TDS & Service Tax to be specified)

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.

14
 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 iNDEXTbs Interest

The Consultants shall provide professional, objective, and impartial advice and at
all times hold interests of the iNDEXTb and Gujarat Government paramount.

15
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.

16
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.

17
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 iNDEXTbs 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.

18
 IV Qualification Criteria and Proposal Evaluation

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

4.2.1oints 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. Technical Proposal Evaluation Parameter

No.
A PROJECT EXPERIENCE (Weightage-10 out of 60)
1. Bidders experience as a Lead Consultant /Project Advisors in
investment promotion in India in the past five years
2. Investment promotion services to international clients in last five
years
3. Bidders experience as a Knowledge Partner services for
Global Investors Meet
4. Bidders experience in infrastructure development advisory
services like policy, feasibility, bid process, etc.

19
 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 Technical Proposal Evaluation Parameter

Category
1 Bidders experience as a Lead Consultant / Project Advisors
in investment promotion in India in the past five years
2 Investment promotion services to international clients in last
five years
3 Bidders experience as a Knowledge Partner services to
Global Investors Meet
4 Bidders experience in infrastructure development advisory
services like policy, feasibility, bid process, etc.

4.3.1 Bidders 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.

20
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.

21
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.

22
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.

23
 V Technical Proposal Submission Forms

TP-1 Technical Proposal Submission Form

TP-2 Consultants Organization and Qualification Criteria

A. Consultants Organization

B. Details about fulfilling Qualification Criteria

TP-3 Consultants 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

24
 TP-1: Technical Proposal Submission Form*

To: [Reference No. & Date]

Managing Director
Industrial Extension Bureau (iNDEXTb)
Block No. 18, 2nd Floor,
Udyog Bhavan, Sector 11,
Gandhinagar 382011
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]

25
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.

26
 TP-2: Consultants Organization & Qualification Criteria

A - Consultants 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 Duration of
Sector Appointment

27
7 Details of Global Investors Meet for which you have provided Knowledge
Partner services in the past five years
Sr. Name of Place &Venue Duration Organizer No. of
No. Investors & Dates Delegates
Meet

8 Details of international clients to whom you have provided investment

promotion services in the past 5 years:
Sr. Client Country Sector/ Duration Role/ Scope
No. Name Region of Work

9 Details of projects for which you have provided advisory services in the
past 5 years in Gujarat:

Sr. Project Client Project Cost Role/ Scope of services

No. Name

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

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

Total
Turnover
Rs. (INR)

28
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:

Authorized Signature [In full and initials]:

Name and Title of Signatory:

Name of Firm:

Address:

29
 TP3: Consultants Experience

1 Projects:
S.No Name of Name of Client Amount of Area/ Focus
Assignment Investment Location Sector
facilitated of
Rs. (INR) investment
promotion

1
2
3
4

2 Projects:Focus
S.No Client Name Country Sector/ Duration Role/ Scope
Region of
Work

1
2
3
4

3 Projects:

S.No Name of the Place & Duration & Organizers

Global Venue of the dates of the
Investors Meet Meet Meet

1
2
3
4
30
4 Projects:
S.No Name of Name of Client Project Cost Area/ Category*
Assignment Location
of Project

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 clients certificate/
engagement letter towards satisfactory completion of the assignment indicated in
their experience record as having been completed]

Authorized Signature [In full and initials]:

Name and Title of Signatory:

Name of Firm:

Address:

31
 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 firms approach to resolve them.]

Authorized Signature [In full and initials]:

Name and Title of Signatory:

Name of Firm:

Address:

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 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.

Authorized Signature [In full and initials]:

Name and Title of Signatory:

Name of Firm:

Address:

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 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 Educational Area of Post qualification

Expert Qualification Expertise relevant
experience
in number of years

Authorized Signature [In full and initials]:

Name and Title of Signatory:

Name of Firm:

Address:

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 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:

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 VI Financial Proposal Submission Form

FIN-1 Financial Proposal Submission Form

36
FIN-1: Financial Proposal Submission Form*
[ Date]
Managing Director
Industrial Extension Bureau (iNDEXTb)
Block No. 18, 2nd Floor,
Udyog Bhavan, Sector 11,
Gandhinagar 382011
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,
Authorized Signature [In full and initials]:
Name and Title of Signatory:
Name of Firm:
Address:*Financial proposal Submission Form should be on the company official
letter head.

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