Indian Oil Corporation Limited,

R&D Centre, Faridabad

e-Tender Enquiry

Indian Oil Corporation Limited, Research & Development Centre, Faridabad intends to procure as
mentioned in NIT.

We would request you to quote in line with attached documents (refer attached index) & submit the offer
on or before tender due date & time as per Tender Notice.

Bids in physical form sent through fax / email / courier / post/ delivered personally will not be
considered. Bidder(s) are advised to quote strictly as per terms and conditions of the tender
documents for e-bidding & not to stipulate any deviations / exceptions.

Thanking You,

Yours Faithfully,

For & On Behalf of

Indian Oil Corporation Limited
General Manager (Materials)
 INDEX TO TENDER DOCUMENT
Sl. No. Description Annexure
1. Pre-Qualification criteria A

2. General Guidelines to the vendor to submit the quotation B

3. Instructions to Bidder related to GST C
4. Evaluation Criteria D
5. Format of Itemized detailed scope of supply E

6. Format of Declaration of Holiday Listing F

Format for RTGS Details (For Indian manufacturers) duly filled along with
7. G
cancelled cheque, copy of Indian PAN card & Contact details of bidder

8. Deviation format for Commercial & Technical H

9. Format of Form 10F I

10. Format of Undertaking for PP-LC 2012 J

LIST OF DOCUMENTS UPLOADED ON E-PORTAL

Sl. No. Description Annexure File

1. Tender Notice -- NIT.pdf

Instructions to bidders for

2. -- Special_Instructions_to_the_Bidder.pdf
participation in e-tendering
FAQs on Online EMD Payment
3. Facility in IOCL e-Tendering -- FAQs-IOCL-Online-EMD.pdf
system
Format for Acceptance of Tender
Terms and Conditions. Bidders to
upload the scanned copy filled-in
4. -- Tender-Acceptance-Format.pdf
format on company letter head as
acceptance of Tender Terms and
Conditions.
5. Tender Document -- Tender.Document.pdf

6. General Purchase Conditions 1 GPC.pdf

7. Agreed Terms and Conditions 2 ATC.xls

8. Technical Specification 3 Technical_Specification.pdf

Format for Submission of details
9. against Tender "Pre Qualification 4 PQC_details.xls
Criteria"
10. Un-Priced Bid Format -- UPBF.xls

11. Priced Bid Format -- BOQ.xls

 Annexure-A
Pre-Qualification Criteria

Technical Pre-Qualification Criteria: NOT APPLICABLE

Financial Criteria: NOT APPLICABLE

The annual turnover of the bidders during any of the preceding three financial years should be at least
` …….. or USD ……. (as defined in NIT).

For fulfilling the financial criteria any one of the following documents may be considered as valid proof for
meeting the criteria:
1. An audited balance sheet of the bidder
2. Published Annual report
3. In case the balance sheet is available in the public domain the same shall be accepted.

Commercial Experience Criteria: NOT APPLICABLE

For experience, the order(s) executed by the bidder, during the last five years ending on the last day of the month
immediately preceding the month in which the last date of bid submission falls, should be considered as under (It
is clarified that the last date of order execution may fall in the above mentioned period) :

Three orders each executed for “similar item as defined in NIT” where executed value is not less than the amount
equal to ` …….. or USD ……. (as defined in NIT)*
OR
Two orders each executed for “similar item as defined in NIT” where executed value is not less than the amount
equal to ` …….. or USD ……. (as defined in NIT)*
OR
One order executed “similar item as defined in NIT” where executed value is not less than the amount equal to `
…….. or USD ……. (as defined in NIT)*

*Value refers to “FOR dispatch point order basis i.e. without taxes, duties and freight” OR “FOB/ FCA port
of shipment basis” as the case may be.

Note: In case the orders submitted by the bidder is other than in INR / USD, the value of the order
will be considered by taking the exchange rate prevailing on the date of order.

For fulfilling the commercial experience criteria any one of the following documents may be considered as
valid proof for meeting the criteria:

(i) Purchase Order copy along with Invoice(s) with self-certification by the bidder that supplies against the
invoices covering the ‘similar order’ have been executed to the required value.
(ii) Purchase Order copy along with Bank Certificate indicating payment against the PO
(iii) Execution certificate by client with order value
(iv) Goods Receipt Note (GRNs) in case where IOCL is a client

Important Note:
1. “Tenderer is required to submit (upload) PQC documents along with tender within the time limits
stipulated for submission of tenders as no PQC documents will be entertained by Indian Oil Corporation
Limited after the expiry of time limits specified in tender for submission of tender”.

2. Authenticity of the document is the responsibility of the bidder; IOCL reserves the rights of getting the
documents cross verified from the document issuing authority.

3. In case where the bidder due to their internal / local regulation are unable to submit audited financial
statement (particularly in case such bidders are subsidiaries of other foreign company), the bidders may
 submit CEO/ CFO certificate (the parent company for itself or for its subsidiary) for their turnover or the
financial statement.

In such case CEO/ CFO’s certificate in original from the company or from the parent company (in case
bidder is a subsidiary) stating the turnover of the bidding entity along with a declaration that the bidding
company is not in a position to submit its financial statement as per the local / internal regulation (clearly
specifying the applicable regulation) with an endorsement by Chartered Accountant / Statutory Auditor /
Certified Public Account (not being an employee or a Director or not having any interest in the bidders
company / firm) may be accepted.

4. In case where the bidder cites the reasons of Non Disclosure Agreement (NDA) for its inability to submit
necessary documents in support of meeting the experience criteria, a certificate, in original, certifying all
the required information, issued by CEO / CFO of the company along with a declaration that the bidding
company is not in a position to submit the required documents owing to the NDA with an endorsement
by Chartered Accountant / Statutory Auditor / Certified Public Accountant (not being an employee or a
Director or not having any interest in the bidder(s) company / firm) may be accepted.

Wherever Chartered Accountant / Statutory Auditor / Certified Public Accountant (not being an employee
or a Director or not having any interest in the bidder(s) company / firm) is not in a position to endorse
such CEO / CFO’s certificate due to local regulations, CEO / CFO’s certificate in original without
endorsement may be accepted provided a reference of the local regulation restricting this endorsement is
given in the CEO / CFO certificate.

5. In case bidder submits any of the Pre Qualification support documents in any language other than
English then it will be the responsibility of such bidder to also provide the English translation copy
of the same duly certified, stamped and signed by their Local Chamber of Commerce.

6. A Company (bidder) shall not be allowed to use the credentials of its parent or any group company to
meet the Experience Criteria.

7. Notwithstanding any other condition / provision in the tender documents, in case of ambiguity or
incomplete documents pertaining to PQC, bidders shall be given only one opportunity with a fixed
deadline after bid opening to provide complete and unambiguous documents in support of meeting the Pre
Qualification Criteria. In case the bidder fails to submit any document or submits incomplete documents
within the given time, the bidder’s tender will be rejected.
 Annexure-B
General Guidelines to the vendor to submit the quotation
1. This tender is issued through e-tendering portal on our e-tender website www.iocletenders.nic.in
INTERESTED MANUFACTURERS/ Authorized Agents/Dealers/Distributors are therefore
requested to obtain the DSC (Class-II or above) from any of the authorized agencies mentioned under
“Information about DSC” (which also details the complete process for obtaining DSC) on our e-
tendering portal www.iocletenders.nic.in Please note that the DSCs are to be obtained in the name of an
individual of INTERESTED MANUFACTURERS/ Authorized Agents/Dealers/Distributors.
Please note that in order to submit the bid it would be essential for the bidder to complete the exercise of
registering their company on our above referred e-tendering portal and also obtaining & enrolling the DSC
on this website. Therefore, participating bidder would take up this activity well in advance to avoid
last minute problems in uploading their quotation.
2. Bids should be submitted online (www.iocletenders.nic.in) by the bidder in complete accordance with
our tender document and its attachments. Bids should be submitted in “two bid system” i.e. “un-priced
bid” and priced bid” in three packets/ covers.
Un-Priced Bid:
a) Packet-1/Cover-1 (Namely- Fee):
(i) Complete documentary evidences against “Pre-Qualification criteria” in “pdf” format detailed
at NIT and Annexure-A above and valid proof of registration certificate for being registered
as Micro and Small Enterprise (MSE) along with item details for price preference in “pdf”
format.
(ii) Documentary evidence of “Authority of the person uploading the bids with his/her DSC” in
“pdf” format (as detailed below at Sr. No: 3) and scanned copy of duly filled, signed and
stamped copy of RTGS Format along with cancelled cheque and PAN Card copy in “pdf”
format.
(iii) Format for submission of details of documents submitted against Pre Qualification Criteria
duly filled in “xls” format (format named as Proforma PQC)
(iv) Undertaking by the Tenderer in “Tender-Acceptance-format” and “Price Preference for
PP-LC Policy” duly filled, signed and stamped on bidder letter head in “pdf” format.
b) Packet-2/Cover-2 (Namely- PreQual/ Technical):
Un-priced bid complete with all technical & commercial details other than price essentially containing
the following documents:
i) Agreed terms & conditions [Annexure 2a or 2b (as the case may be)] duly filled all points in
‘xls’ format
ii) Technical Specification (Annexure 3) duly signed & stamped in ‘pdf’ format as a token of
acceptance.
iii) Itemized detailed scope of supply/work with quantities of each item and part number duly filled
in (if any), in ‘pdf’ format.
iv) Un-priced schedule with an indication “quoted” or “not quoted” against each item in ‘xls’
format.
v) Deviation format for Commercial & Technical” in ‘pdf’ format and Declaration regarding
Black Listing and Holiday List in “pdf” format (format given at Annexure – F below)
Priced bid/Financial Bid: Packet-3/ Cover-3 (Namely- Finance):
Price Bid/BOQ in the ‘xls’ format, this part shall have only Price Schedule (BOQ) with prices duly filled in.
Guide for uploading required documents in e-tendering website www.iocletenders.nic.in:
S. N. Documents Reference Documents Where to
upload
1 Complete documentary evidences against NIT & Annexure-A
“Pre-Qualification criteria”
2 Authority of the person uploading the bids Annexure-B at Sr. No. 3
with his/her DSC Packet-1
3 Undertaking by the Tenderer Tender-Acceptance-format.pdf
 4 Price Preference for PP-LC Policy Annexure-J Packet
4 Agreed terms & conditions Annexure-02
5 Technical Specification (Annexure 3) duly Annexure 03
signed & stamped
6 Itemized detailed scope of supply/work Annexure- E Packet-2
7 Filled Un-priced bid (UPBF) UPBF.xls
Declaration regarding Black Listing & Annexure-F
Holiday List
8 Deviation format Annexure-H
9 Priced Bid (BOQ) BOQ.xls Packet-3

Note: Price Preference is only available to MSEs & PPLCs (Ref Point 18 & 20 under heading “Important
Notes” below) and in case of non- MSE, bidder have to upload document stating that they are not
registered as MSE.

3. Authority of the person uploading the bids with his DSC shall be required to be submitted in the bids.
Document required showing the authority of the person uploading & submitting the bid with his Digital
Signature Certificate shall be as given in the following table:
In case of Proprietary Concern  If the bid is submitted by the proprietor, no POA required.
However, he will upload undertaking certifying that he is sole
proprietor.
 If the bid is submitted by person other than proprietor, POA
authorizing the person to submit bid on behalf of the concern
In case of Company  Certified copy of Board Resolution authorizing the person
submitting the bid on behalf of the company
OR
 POA and the supporting Board Resolution authorizing the person
submitting the bid on behalf of the company
In case of Partnership Firm/ POA along with Deed of Partnership / LLP Agreement.
LLP
In case of Co-Operative Society Copy of resolution passed as per Society Rules

4. Bids complete in all respects, enclosing the attachments, should be submitted on line through IOCL e-
tendering website (www.iocletenders.nic.in) up to the date and time as mentioned in NIT/
Corrigendum (if any). Unlike in case of physical tenders, there will not be any public opening at our
office in this case of e-tendering. However, the bidders can see the tender response on our portal any time
after the opening of the bid.

5. Bids in physical form sent through fax / email / courier / post/ delivered personally will not be
considered.

6. Bidders should quote for the complete scope of the tender strictly as per the technical specifications
mentioned in the tender.

7. IT MAY BE NOTED BY THE BIDDERS THAT ONCE THE UN-PRICED / TECHNICAL BID IS
OPENED, NO REVISION TO THE QUOTED PRICES WILL BE ALLOWED AT ANY STAGE
THEREAFTER.

IN CASE THE SCOPE OF SUPPLY / WORK AS PER BIDDERS TECHNICAL BID IS LESS THAN
THE SCOPE OF SUPPLY / WORK AS DEFINED IN THE TENDER TECHNICAL
SPECIFICATIONS, THE BIDDER WILL BE LIABLE TO INCLUDE SUCH SHORTAGES WITHIN
THEIR ORIGINALLY QUOTED PRICE.

SIMILARLY IN CASE THE BIDDER HAS INCLUDED EXTRA/ADDITIONAL ITEMS IN THEIR

SCOPE BEYOND THE REQUIREMENTS STIPULATED IN THE TENDER TECHNICAL
SPECIFICATIONS, NO OPPORTUNITY WILL BE PROVIDED TO BIDDER TO OFFER ANY
 DISCOUNT FOR SUCH EXTRA/ADDITIONAL ITEMS FOR EVALUATION/ COMPARATIVE
PURPOSE.

However, IOCL reserves the right to negotiate prices with the L1 bidder before placing the order.

8. The validity of the offer should be for a minimum period of Six (6) months from the closing date of this
enquiry. On account of exigencies, in case bids have to be revalidated before PBO beyond the originally
sought validity, the same may be allowed with or without change in prices. However, IOCL reserves the
right to cancel such tender and refloat the same.

9. Any effort by bidder, consultant or representative, however described, to influence the owner in any way
concerning scrutiny/ consideration/ evaluation/ comparison of the bid or decision concerning the award of
the contract shall entail rejection of the bid.

10. Bidders are advised to quote competitive prices considering the fact that price negotiations, if required
would be held with the lowest bidder only.

11. Tendering can be abandoned by IOCL without assigning any reason. No compensation shall be paid for
the efforts made by the bidder.

12. IOCL reserves the right to reject, accept or prefer any tender or to abort the bidding process without
assigning any reason whatsoever.

13. Although normally the lowest responsive bid amongst the bids submitted by bidders and considered by
IOCL to be qualified and competent shall be preferred, IOCL reserves the right not to accept the lowest
bid if in its opinion this is not in the interests of IOCL.

14. Foreign Manufacturers should indicate firm Airfreight Charges up to Delhi Airport for shipment on CPT
New Delhi Basis as well as firm Sea Freight Charges up to Nhava Sheva Seaport in India for shipment on
C&F Nhava Sheva Seaport in the BOQ. (OPTION TO GET THE GOODS AIR FREIGHTED OR SEA
FREIGHTED LIES WITH IOCL).

15. The bidders quoting in foreign currency must indicate the currency of their quote in BoQ2 Sheet. In
case, they fail to indicate the currency in BoQ2 Sheet, the currency indicated by them during uploading of
the tender on our e-tendering portal shall be considered as the currency of their quote. Further, in case of
any mismatch in the currency indicated in the BoQ2 Sheet and that indicated in the system during
uploading the tender, then the currency indicated in the BoQ2 Sheet shall be taken into consideration for
all purposes.

16. Any Addendum / Corrigendum / Sale date extension in respect of above tender shall be issued on our
website: 'https://iocletenders.gov.in' only and no separate notification shall be issued in the press. Bidders
are therefore requested to regularly visit our website to keep themselves updated.

Important Notes
1. Submission of Earnest Money Deposit (EMD):
 The Earnest Money Deposit as mentioned in NIT should only be submitted by using either of the
following methods:
a. Online through Net Banking
b. Through NEFT/ RTGS
c. Demand Draft (DD), Bankers Cheque (BC) and Swift Transfer (ST) also acceptable in case of
Foreign bidder quoting directly (without any Indian representative)
d. OR (only in case of EMD value more than ` 1.0 Lac) in form of a Bank Guarantee (exactly
as per our standard format enclosed as Annexure A to IOCL General Purchase Conditions)
valid for Nine Months from an Indian Branch of any scheduled bank appearing in the Second
Schedule to the RBI Act, 1934 on non judicial stamp paper of appropriate value.
** This is to state that, EMD thru Net banking/NEFT/RTGS are preferred for all EMDs irrespective of
values. However if a bidder wish to submit the EMD in the form of Bank guarantee, the same is
 acceptable only for EMDs valuing more than ` 1.0 Lac and Bank Guarantee for EMDs valuing
equal to or less than ` 1.0 Lac are not acceptable**

 In case of online payment through Net Banking the bidder should have active bank account with
internet banking facility. IOCL e-tendering portal facilitates online transaction for all major banks.
 The Bank account used by the bidder for submission of EMD should remain available till the
complete processing of the tender.
 Tender without EMD shall be liable for rejection.
 Government organizations and PSU of central/ state government and MSEs registered with bodies
mentioned at point no. 18 are exempted from submitting the EMD.
 The bidder can submit bid only after paying requisite EMD amount through NEFT/ Net banking or
after claiming 100% EMD exemption. Hence, no separate receipt of EMD payment will be provided
by IOCL.
 If a bidder claims exemption from paying EMD, he shall upload the document supporting EMD
exemption in e-Tendering Portal.
 In case of Bank Guarantee (BG) (only in case of EMD value more than ` 1.0 Lac), bidder will upload
scanned copy of BG as exemption document. Original BG shall be sent by the bidders / bank to
Tender Issuing Authority as mentioned in the tender. Original BG should reach to Tender Issuing
Authority as per following schedule:
a. Two Bid Tenders: Within 7 working days from the date of opening of technical bids.
Note:
i) Only those Physical BG instruments found matching with the copy submitted in the e-
portal shall be considered as valid.
ii) The detailed document on online EMD (Net Banking/NEFT) payment with various options
and refund process along with document on FAQs on EMD payment are uploaded for
ready reference of bidders.
iii) The exemption option available in the online EMD payment mode shall be availed by the
bidders exempted from EMD payment and also by the bidders permitted to submit Bank
Guarantee in lieu of EMD as per Tender conditions. All other offline payment options have
been discontinued and hence EMD payment through Demand Draft (DD), Bankers Cheque
(BC) and Swift Transfer (ST) shall not be accepted and offers of such bidders shall be liable
for rejection.

2. Release of EMD:
 The refund process for refund of EMD of bidders disqualified during techno-commercial bid
evaluation shall be initiated on the same day after freezing of techno-commercial evaluation and
EMD amount would be refunded to the bank account only through which EMD payment was made
by the bidder.
 The refund process for refund of EMD of bidders qualified in the techno-commercial bid but
unsuccessful in the price bid stage shall be initiated on the same day after finalization of L1 bidder
and EMD amount would be refunded to the bank account only through which EMD payment was
made by the bidder.
 EMD of the successful bidder shall be kept until the complete execution of order and after
submission of performance bank guarantee (if any).
The EMD shall be forfeited and the bidder may be put on “holiday List” in the following
circumstances:
 In case the bidder alters / modifies / withdraws the bid suo-moto after opening the bids (Technical
bids in case of two bid system) within the validity period. In such a case, the tender submitted by the
bidder shall be liable for rejection.
 In case the tender is accepted and the vendor fails to deposit the PBG or to execute the contract
within the stipulated period.
3. IOCL reserves the right to allow purchase preference to MSEs / PPLCs as per Government policy and to
JV Companies as per IOCL policy in vogue.
4. In case of composite job where site activities are also involved, two separate orders will be issued, one for
supply of material and another for execution of the site-work. However, both the Orders will be inter-
linked for the purpose of liabilities and performance which will be vested on Single Point Basis on
Principal Manufacturer.
5. Please note that the tender can be abandoned without assigning any reason and in such case, no
compensation will be paid for the efforts made by bidder.
6. Suo-moto changes shall be treated as per the following matrix:
Stage Price Increase Price Decrease
After opening Not Acceptable. Bid shall be liable for In case of suo moto price decrease:
of rejection. Action regarding Holiday 1. Tender evaluation shall be done
un-priced bid Listing may be taken. EMD shall be without considering suo moto price
forfeited decrease.
2. Ordering shall be done considering suo
moto price decrease.

7. The price bid (BOQ) should be uploaded strictly as per the format available with the tender in the
website failing which the offer shall be rejected.
8. IOCL reserves the right to accept or reject any tender in part or full without assigning any reason
whatsoever. IOCL also reserves its right not to accept the lowest rates quoted by the tenders and also to
split the order as per our requirement.
9. The quotation of any bidder making any false claim anywhere in their quotation would have its contract
terminated forthwith, if detected later.
10. Negotiations will not be conducted with the bidders as a matter of routine. However, Corporation
reserves the right to conduct negotiations.
11. Any legal dispute shall be within the jurisdiction of local court of the purchasing office/ Authority.
12. Please note that foreign manufacturers submitting their offers in foreign currency should submit Agreed
Terms & Conditions (Import) [Annexure-2(a)] only and Indian manufacturers submitting their offer in
INR should submit Agreed Terms & Conditions (Indigenous) [Annexure-2(b)] only.
13. Bidders should respond to the tender either by submitting their bids or by explaining the reasons for non-
submission of the offer. The reason for non-submission of offer must be sent to Tender Inviting
Authority.
14. The comparative BOQ generated in the e-tendering portal is only illustrative. The comparative
statement made by IOCL would be treated as final.
15. Invalid Tenders and tenders liable for rejection
A Tender is liable for rejection in the following circumstances:
i. Does not pay the EMD before deadline
ii. Does not fulfill minimum pre qualification criteria as per the Tender Documents
iii. Submits the tender late i.e. after due date and time
iv. Unsolicited tenders
v. Stipulates the validity period less than what is stated in the Tender Documents
vi. Stipulates his own conditions and does not agree to withdraw the deviations, rendering his bid
unacceptable
vii. Does not disclose the full names and addresses of all his partners or Directors as applicable
wherever called for in the tender.
viii. Does not fill in and sign the required Annexures, specifications, etc. as specified in the tender.
ix. Does not submit bid in the prescribed format making it impossible to evaluate the bid
x. Indulges in tampering of tender documents
xi. Does not conform to any tender condition which stipulates non-conformance of tender conditions
as a rejection criteria
17. A. Penalties for Violation / Non-adherence of safety procedures and practices for site work:
1. Violation of applicable Safety, Health and Environment related norm a penalty of Rs.5,000.00 per
occasion
 2. Violation as above resulting in any physical injury, a penalty of 0.5% of the contract value
(maximum of Rs.2,00,000.00) per injury in addition to Rs.5,000.00 per occasion as in item 1.
3. Fatal accident, a penalty of 1% of the contract value (maximum of Rs.10,00,000.00) per injury in
addition to Rs.5,000.00 per occasion as in item 1.
B. The vendor to take appropriate insurance policy for the effective implementation of the above penalty
provision.
C. In case of accidents depending on the seriousness of injury etc. in addition to the hospitalization /
treatment charges and group insurance amount, compensation shall be paid by the vendor to the
affected person / his family members in presence of Engineer-in-charge as per Workmen
Compensation Act.
18. Tender Conditions for Benefits / Preference for Micro & Small Enterprises (MSEs)
I. As per Public Procurement Policy for Micro & Small Enterprises (MSEs) Order, 2012 issued vide
Gazette Notification dated 23.03.2012 by Ministry of Micro, Small and Medium Enterprises of Govt. of
India, MSEs must be registered with any of the following in order to avail the benefits/preference
available vide Public Procurement Policy MSEs Order, 2012.
a) District Industries Centers (DIC)
b) Khadi and Village Industries Commission (KVIC)
c) Khadi and Village Industries Board
d) Coir Board
e) National Small Industries Corporation (NSIC)
f) Directorate of Handicraft and Handloom
g) Any other body specified by Ministry of MSME
II. Now as per latest Notification No. F. 5/4/2018-PPD dated 28th February, 2018 issued by Ministry of
Micro, Small and Medium Enterprises of Govt. of India, MSEs are required :
a) To obtain Udyog Aadhar Memorandum (UAM)
b) MSEs are also required to declare their UAM No in Central public procurement portal i.e.
CPPP.
III. MSEs participating in the tender must submit the certificate of registration with any one of the above
agencies indicating the details of the particular tendered item along with their bid.
IV. The registration certificate issued from any one of the above agencies must be valid as on close date of
the tender. The successful bidder should ensure that the same is valid till the end of the contract period.
V. The MSEs who have applied for registration or renewal of registration with any of the above
agencies/bodies, but have not obtained the valid certificate as on close date of the tender, are not eligible
for exemption/preference.
VI. The MSEs registered with above mentioned agencies/bodies are exempted from payment of Earnest
Money Deposit (EMD) irrespective of the items for which they are registered with above
agencies/bodies.
VII. Price Preference – subject to meeting terms and conditions stated in the tender document including but
not limiting to prequalification criteria, twenty percent of the total quantity of the tender is earmarked for
MSEs registered as Producers/manufacturers with above mentioned agencies/bodies for the
tendered item. Where the tendered quantity can be split, MSEs quoting a price within a price band of L1
+ 15 percent shall be allowed to supply up to 25 percent of total tendered quantity provided they match
L1 price. In case the tendered quantity cannot be split, MSE shall be allowed to supply total tendered
quantity provided their quoted price is within a price band of L1 + 15 percent and they match the L1
price. In case of more than one such MSEs are in the price band of L1 + 15% and matches the L1 price,
the supply may be shared proportionately.
VIII. Out of the twenty five percent target of annual procurement from micro and small enterprises five percent
shall be earmarked for procurement from micro and small enterprises owned by Scheduled Caste &
Scheduled Tribe entrepreneurs and enterprises three percent shall be earmarked for procurement from
micro and small enterprises owned by women. In the event of failure of such MSEs to participate in the
tender process or meet the tender requirements and L1 price, five percent & three percent sub-target so
earmarked shall be met from other MSEs.
IX. As a special initiative to encourage more participation from SC/ST owned MSEs and MSE owned
by Women, the requirement of Performance Bank Guarantee (PBG) is relaxed by 50% of the
requirement %age.
X. To qualify for entitlement as SC/ST owned MSE, the SC/ST certificate issued by District Authority must
be submitted by the bidder in addition to certificate of registration with any one of the agencies
mentioned in paragraph (I) above. The bidder shall be responsible to furnish necessary documentary
evidence for enabling IOCL to ascertain that the MSE is owned by SC/ST. MSE owned by SC/ST is
defined as:
a) In case of proprietary MSE, proprietor(s) shall be SC /ST
b) In case of partnership MSE, The SC/ST partners shall be holding at least 51% shares in the
enterprise.
c) In case of Private Limited Companies, at least 51% share shall be held by SC/ST promoters

MSE owned by Women is defined as:

a. In case of proprietary MSE, proprietor(s) shall be Women

b. In case of partnership MSE, The Women partners shall be holding at least 51% shares in the enterprise.
c. In case of Private Limited Companies, at least 51% share shall be held by Women promoters.

19. In case of a tie of evaluated cost between two or more bidders, discount may be taken from all the L1
bidders. In case there is still a tie, quantity may be equally divided amongst the bidders. In case quantity
cannot be divided, the bidder with maximum turnover may be ordered the full quantity.
20. Purchase Preference (Linked with Local Content) 2017 (PP-LC 2017): Purchase Preference linked
with Local Content shall be applicable for the subject tender as per the guidelines of Govt. of India.
Bidders are advised to go though the policy and furnish the Undertaking as per Annexure-J for claiming
the price preference against PP-LC.
Annexure-C
Instruction to Bidder Relevant To GST

1. As per Govt. Notification No. 45/2017-Central Tax (Rate) and 47/2017-Integrated Tax (Rate) dated
14/11/2017, Indian Oil Corporation Ltd., R&D Centre, Faridabad, being registered with Department of
Scientific & Industrial Research (DSIR), a concessional rate of GST @ 5% will be applicable.

2. The vendor will be under the obligation for invoicing correct tax rate of tax/duties as prescribed under the
GST law to IOCL, and pass on the benefits, if any, after availing input tax credit, in calculating the revised
price for settlement due to impact of GST.

3. The vendor registered under GST should provide their GSTIN along with the copy of registration certificate
along with their bid.

4. Vendors, who have opted for Compounding/Composition Scheme under GST, shall submit the copy of
FORM CMP-01/CMP-02 along with their bid. Such vendor shall quote rate inclusive of GST.

5. Vendors who are not registered under GST (In case their turnover is below threshold limit) as per the
provision provided under GST Law, such vendors shall provide declaration to this effect. However, it may
please be noted that loading of GST would be done on their quoted prices for the purpose of evaluation to
derive lowest bidder.

6. Invoice should be issued as per GST Law and shall contain the following particulars-
a) Name, address and GSTIN of the supplier;
b) Serial number of the invoice;
c) Date of issue;
d) Name, address and GSTIN or UIN, of the recipient, IOCL R&D Centre, Sector-13, Faridabad, GSTIN No
06AAACI1681G1ZT (for all goods & services)
e) Name and address of the recipient and the address of the delivery, along with the State and its code,
f) HSN codes of goods or Accounting Codes of services;
g) Description of goods or services;
h) Quantity in case of goods and unit or Unique Quantity Code thereof;
i) Total value of supply of goods or services or both;
j) Taxable value of supply of goods or services or both taking into discount or abatement if any;
k) Rate of tax (Central Tax, State Tax, Integrated Tax (for inter-state supply), Union Territory Tax or cess);
l) Amount of tax charged in respect of taxable goods or services (Central Tax, State Tax, Integrated Tax (for
inter-state supply), Union Territory Tax or cess);
m) Place of supply along with the name of State, in case of supply in the course of inter-state trade or commerce;
n) Address of the delivery where the same is different from the place of supply

7. GST invoice shall be prepared in triplicate, in case of supply of goods, in the following manner-
 The original copy being marked as ORIGINAL FOR RECIPIENT;
 The duplicate copy being marked as DUPLICATE FOR TRANSPORTER and
 The triplicate copy being marked as TRIPLICATE FOR SUPPLIER.

8. In case of any advance given against any supplies contract, the supplier of the goods shall issue Receipt
Voucher containing the details of advance taken along with relevant particulars.

9. Anti-Profiteering Clause (Refer section 171 of CGST Act, 2017) - Anti-Profiteering Clause provides that it
is mandatory to pass on the benefit due to reduction in rate of tax or from input tax credit to the consumer by
way of commensurate reduction in prices.
 Annexure-D
Evaluation Criteria For Foreign Manufacturers

Technical Evaluation – Only techno-commercially acceptable offers are considered for commercial evaluation.

Commercial Evaluation –
1. Evaluation Basis: Overall L1 basis

2. Price: Quoted prices in Foreign Currency for Imported supply and Indian Rupees for Indigenous Supply
shall be considered for evaluation. Currency selling rate of SBI as on the date of opening of price bid shall
be considered for conversion.

3. Transportation: Port of Discharge will be New Delhi for Air consignment and Nhava Sheva Sea port,
Mumbai for Ocean consignment.

4. Loading Criteria for Price comparison:

4.1. To derive lowest bidder for the purpose of ordering will be done on total / overall landed cost basis.
To workout landed cost the following methodology is followed:
 For equipment with installation & commissioning charges quoted separately the overall landed
cost will be the landed cost of supply + landed cost of onsite activities.
 IOCL has the option to get the goods sea-freighted or air-freighted on either FOB / FCA basis or
on C&F/ CPT basis.

4.2. For deriving the landed cost the following parameters are considered:
1. In case all techno-commercially acceptable bidders are of foreign origin:
(i) For Air Shipment: Air Freight Charges quoted by the bidder in BoQ + Customs Duty @ 5.5% +
Incidental Charges @ 1% + Onsite activities charges (If any) with GST as applicable, present
rate is @ 18%. However
For placement of order:
(a) In case the airfreight charges quoted by the bidder is higher than airfreight charges of
IOCL authorized Freight Forwarder, then the order will be placed on FCA airport of
shipment basis.
(b) In case the airfreight charges quoted by the bidder is lower than airfreight charges of IOCL
authorized Freight Forwarder, then the order will be placed on CPT New Delhi basis.
(ii) For Sea Shipment: Sea freight quoted by the bidder in BoQ + Customs Duty @ 5.5% +
Incidental Charges @ 1% + Freight charges from Nhava Sheva, Mumbai to Faridabad + Onsite
activities charges (If any) with GST as applicable, present rate is @ 18%. However
For placement of order:
(a) In case the sea freight charges quoted by the bidder is higher than sea freight charges of
IOCL authorized shipping agent, then the order will be placed on C&F seaport of shipment
basis.
(b) In case the sea freight charges quoted by the bidder is lower than sea freight charges of
IOCL authorized shipping agent, then the order will be placed on CPT Nhava Sheva,
Mumbai.
Note: Incidental Charges @ 1% includes CHA Charges, Transit Insurance Charges and local
transportation charges up to IOCL R&D Centre, Faridabad.

2. In case techno-commercially acceptable bidders are of foreign origin and Indigenous /

Local bidders:
(i) For comparison of foreign bidder: Same as indicated at point 4 above.

(ii) For comparison of Indigenous bidder: As per the evaluation criteria for Indigenous bidder given
below.
5. Installation & Commissioning Charges (To be loaded wherever applicable):
(a) In case onsite activities of installation, commissioning & training is to be carried out by foreign
manufacturer and quoted in foreign currency, then the foreign manufacturer should submit the
following documents:
(i) Indian PAN
(ii) Tax Residency Certificate
(iii) Form 10F (format provided in the tender documents at Annexure-I)
 In case the foreign manufacturer submits all the above documents, the TDS will be deducted as per
the law of land.
 In case the foreign manufacturer does not submit any of the above documents, TDS will be
deducted as per the rate prevailing at the time of release of payment and no TDS certificate will be
issued by IOCL.
(b) In case onsite activities of installation, commissioning & training is to be carried out by Indian
representative and quoted in Indian Rupees: To be loaded wherever applicable.

6. Price Preference – To be incorporated as per Annexure-B, point no. 18 VI and point no. 20.

Evaluation Criteria For Indigenous Manufacturers

1. Evaluation Basis: Overall L1 basis

2. Bid evaluation shall be done by considering Concessional GST Rate of 5% or lower and HSN quoted by the
bidder on Gross Tax Basis i.e. after including amount of GST.

Note: In case of any higher tax actually being invoiced compared to the quoted tax/concessional GST, the
higher tax shall be adjusted in price.

3. Loading for Packaging & Forwarding and freight Charges:

Packaging & forwarding charges – To be loaded wherever quoted as extra.

Freight Charges: To be loaded wherever quoted as extra.

4. Transit Insurance:
In case insurance charges are extra and to be covered by IOCL, a nominal loading of 0.5% shall be done for
evaluation. In case the bidder quotes insurance charges inclusive, its bid shall still be loaded by this amount
for evaluation purpose.

5. Installation & Commissioning Charges: To be loaded wherever applicable extra

6. Price Preference – To be incorporated as per Annexure-B, point no. 18 VI & 20.

Loading on account of deviation in commercial terms

1. Delayed Deliveries: For non-acceptance of the Price Reduction Clause, loading of 5% shall be done on the
quoted prices for comparison purpose to derive lowest vendor.
2. Performance Bank Guarantee: In case bidder does not agree to submit PBG as per tender requirement,
equivalent percentage loading shall be done. In case PBG is agreed for less than the required percentage,
loading shall be done for the differential amount.
3. Payment Terms: In case bidder take deviations to the payment terms specified in the tender, loading of
interest implication shall be carried out equivalent to 1% (One Percent) per annum above the Cash Credit
Rate of IOCL with the State Bank of India applicable on the date of issuance of tender document.

*******************
 Annexure-E
ITEMISED DETAILED SCOPE OF SUPPLY
(To be filled by Foreign Bidders quoting in currency other than Indian Rupees)
(Upload the scope of supply duly filled along with the tender documents)

Sl. No. Part No./ Item Description Quantity HSN / % GST as

Cat No./ (No./ Set/ SAC applicable
Model No. PCs) Code
For Supply of Import Components quoted in foreign currency (to be supplied from principal manufacturer)

For Supply of Indigenous Components quoted in Indian Rupees (to be supplied locally from India)

For Service Charges for On-site activities quoted in foreign currency (to be carried out by principal manufacturer)

For Service Charges for On-site activities quoted in Indian Rupees (to be carried out locally by local
representative)
 ITEMISED DETAILED SCOPE OF SUPPLY
(To be filled by Indian Bidders quoting only in Indian Rupees)
(upload the scope of supply duly filled along with the tender documents)

Sl. No. Part No./ Item Description Quantity HSN / % GST as

Cat No./ (No./ Set/ SAC applicable
Model No. PCs) Code
For Supply of Components quoted in Indian Rupees (to be supplied from India)

For Service Charges for On-site activities quoted in Indian Rupees (to be carried out by local representative )
 Annexure-F
PROFORMA OF DECLARATION OF BLACK LISTING / HOLIDAY LISTING
(upload the proforma duly filled along with the tender documents)

In the case of a Proprietary Concern:

I hereby declare that neither I in the name of my Proprietary concern M/s _________________ which is
submitting the accompanying Bid/Tender nor any other concern in which I am proprietor nor in any partnership
firm in which I am involved as a Managing partner have been placed on black list or holiday list declared by
Indian oil Corporation Ltd. or its Administrative Ministry, except as indicated below:
(Here give particulars of blacklisting or holiday listing, and in absence thereof state "NIL").

In the case of a Partnership Firm:

We hereby declare that neither we, M/s _______________________, submitting the accompanying Bid/Tender
nor any partner involved in the management of the said firm either in his individual capacity or as proprietor of
any firm or concern have or has been placed on blacklist or holiday list declared by Indian Oil Corporation Ltd. or
its Administrative Ministry, except as indicated below:
(Here give particulars of blacklisting or holiday listing and in the absence thereof state "NIL").

In the case of Company:

We hereby declare that we have not been placed on any holiday list or black list declared by Indian Oil
Corporation Ltd or its Administrative Ministry, except as indicated below:
(Here give particulars of black listing or holiday listing and in the absence thereof state "NIL")
It is understood that if this declaration is found to be false in any particular, Indian Oil Corporation Ltd or its
Administrative Ministry, shall have the right to reject my/our bid, and if the bid has resulted in a contract, the
contract is liable to be terminated.

Signature of Bidder ______________

Name of Signatory ______________

Place:

Date:
 Annexure-G
On the Letterhead of the Vendor / Contractor / Supplier

Date:
To
Indian Oil Corporation Ltd
Research & Development Centre
Sector-13, Faridabad-121007

Dear Sir,

We hereby give our consent to accept the related payments of our claims / bills on IOCL through Cheques or
Internet based online E-payments system at the sole discretion of IOCL. Our Bank account details for the said
purpose are as under:

A. Vendors Details
1. Name (As per the Bank Records)

2. Address

3. P. A. No. (PAN No.)

4. TIN No.
5. CIN No.
6. E-mail ID
7. Mobile Number
8. GSTIN No
B. Particulars of Bank Account
1. Bank Name
2. Branch Name/ branch code
3. Branch Address

4. 9 Digit MICR No. of Bank and Branch (As appearing on

the cheque)
5. Account Type (Savings/Cash credit/Current)
6. Account Number (as appearing on the cheque book)
7. IFSC Code of the Branch (For RTGS)
8. IFSC Code of the Branch (For NEFT)

(Please attach a blank copy of a cancelled cheque/ photocopy of a cancelled cheque issued by your Bank relating
to the above account Number for verifying the accuracy of the 9 digit MICR code number.
I/We hereby declare that the particulars given above are correct and complete
Date: Signature of Account Holder
Place: with Company Stamp (if a Company)
Encl: Photocopy of cheque duly cancelled, copy of Indian PAN Card and a copy of GSTIN
 Annexure-H

DEVIATION FORMAT

Bidder should note that this Annexure has been included in the Bidding Document solely for the convenience of
the Bidder so as to facilitate them to list out the deviation/ exceptions both of Technical and Commercial nature
from/to the Bidding Document. IOCL will not recognize any deviations/ exception(s) which is not listed in this
Annexure.

S. NO./ Clause no. Deviations (if any) Reason for deviations

Technical

Commercial

GPC
(This document should be provided in case on-site activities of Installation, Commissioning and Training is
quoted in foreign currency and is to be carried out directly by foreign principal/ manufacturer)

Annexure-I
FORM NO. 10F

[See sub-rule (1) of rule 21AB]

Information to be provided under sub-section (5) of section 90 or

sub-section (5) of section 90A of the Income-tax Act, 1961

I............................................. *son/daughter of Shri........................................................................ in the capacity of

................................................................................................... (designation) do provide the following information,
relevant to the previous year………………………………...…..……….…………………. *in my case/in the case
of................................... for the purposes of sub-section (5) of *section 90/section 90A:—

Sl.No. Nature of information : Details#

(i) Status (individual, company, firm etc.) of the assessee :
(ii) Permanent Account Number (PAN) of the assessee if allotted :
(iii) Nationality (in the case of an individual) or Country or specified :
territory of incorporation or registration (in the case of others)
(iv) Assessee's tax identification number in the country or specified territory :
of residence and if there is no such number, then, a unique number on
the basis of which the person is identified by the Government of the
country or the specified territory of which the assessee claims to be a
resident
(v) Period for which the residential status as mentioned in the certificate :
referred to in sub-section (4) of section 90 or sub-section (4) of section
90A is applicable
(vi) Address of the assessee in the country or territory outside India during :
the period for which the certificate, mentioned in (v) above, is applicable

2. I have obtained a certificate referred to in sub-section (4) of section 90 or sub-section (4) of section 90A from
the Government of ………………………………. (name of country or specified territory outside India)

Signature: ……………………………..
Name: …………………………….
Address: ……………………………
Permanent Account Number: ……………………………
 Verification

I …………………………….. do hereby declare that to the best of my knowledge and belief what is stated above
is correct, complete and is truly stated.
Verified today the ………………………….. day of……………………………

……………………………..

Signature of the person providing the information

Place: ……………………………

Notes :

1. *Delete whichever is not applicable.

2. #Write N.A. if the relevant information forms part of the certificate referred to in sub-section
(4) of section 90 or sub-section (4) of section 90A.
 (Undertaking to be given by Bidders on their Letter head for availing Price Preference against PPLC 2017
Policy)

Annexure-J

Ref.: Tender No._____________________

Undertaking by the Tenderer for Price Preference Linked with Local Contents Claim

We, (name of the Tenderer) hereby confirm that we have fully read and thoroughly understood the PP-LC 2017
policy of Government of India and declare that the local contents in the tendered item are more than specified
limit of the PP-LC 2017 policy. If at any stage, it is found that the local content does not meet the criteria of the
said policy, we (name of the Tenderer) will be sole responsible and actions as deemed fit may be taken by IOCL.

(Sign & Stamp)

Authorized Signatory