EOI forMarketing1

8/2/2019 EOI forMarketing1

http://slidepdf.com/reader/full/eoi-formarketing1 1/28

Hiring of Consultancy services for Marketingactivities for the project titled

Green Restaurant

Uttarakhand Organic Commodity Board,201/1 Vasant Vihar, Dehradun, Uttarakhand

Tel: 0135-2760770, Telefax: 0135-2764309



E-mail:- [email protected] Web Site:- www.organicuttarakhand.org

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CONTENTS

Title Page no.

1. Data Sheet 22. Terms of Reference 3

3. Instruction to Bidders & General Conditions 9

4. Indicative Evaluation Sheet for Proposal 15

5. Proposal Submission Forms 16

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DATA SHEETLast date for seekingclarifications During office hours on working days upto 04/10/09

Validity of Bids 180 days from last date of submissionLast Date For Submission of Bids

Up to 1:00 pm on 05/10/09

Date and Time for Opening of Bids 2:00 pm on 05/10/09

Address for communication andsubmission of Bids andBid opening

SecretaryUTTARAKHAND ORGANIC COMMODITY BOARD201, Phase 1, Vasant Vihar, Dehradun, UttarakhandTel. No. :- 0135-2760770, Telefax:- 0135-2764309e-mail:- [email protected] Web Site:- www.organicuttarakhand.org

Number of Copies of Proposal to besubmitted

One hard copy duly signed and stamped on all pages.

Procedure of sealingBid document andcontents of individualsealed envelops &markings

Envelop 1: Containing Proposal submission covering letter andTechnical Proposal on prescribed formats with supporting documents.Envelop to be marked as “ Technical Proposal for Marketingconsultancy for the Green Restaurant project”Envelop 2: Containing Financial Proposal on prescribed formats withsupporting documents. Envelop to be marked as “Financial Proposalfor Marketing consultancy for Green Restaurant project”Envelop 3: This outer sealed envelop shall contain all the aboveEnvelop 1 & 2 duly sealed individually. Envelop to be marked as “EOIfor Marketing consultancy for Green Restaurant project”

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mailto:[email protected]


http://www.organicuttarakhand.com/


http://www.organicuttarakhand.com/



Center for Organic Farming/Green RestaurantUttarakhand Organic Commodity Board

201/1- Vasant Vihar Dehradun

Terms of Reference (TOR)for

Consultation for Marketing services for the setting up of Green Restaurant with theassistance of Center for Organic Farming Project

Terms of Reference (TOR) between the Uttarakhand Organic Commodity Board andConsultant Uttarakhand Organic Commodity Board (hereinafter called UOCB) as the first party,and consultation agency (herein after called the consultant) as second party.

1. Background of Uttarakhand Organic Commodity Board:

Uttarakhand Organic Commodity Board (UOCB) is a Government society registered under societyact 1860 supported by Government of Uttarakhand presently located in Dehradun district of Uttarakhand and has the following principal factions:

1. Advise and assist the state government in the overall strengthening and implementation of the institutional setup engaged and dealing in the production, processing, marketing and thepromotion of organic farming in the state.

2. The Board will endeavor to promote Organic farming in the all fields of land use e.g. Agriculture, Horticulture, Animal Husbandry, Dairy, Sericulture, Apiculture, Floriculture,Herbs and Medicinal Plant, Tea, Fisheries, Forest and all related fields for the promotion anddevelopment of organic farming in the state and network and liaison with various departmentof the states.

2. Background: CENTRE FOR ORGANIC FARMING (COF)

Supported by Sir Ratan Tata Trust (SRTT), Mumbai under the Himmothan Pariyojnainitiative .

The Center of Organic Farming (COF) is anchored within the Uttarakhand Organic Board (UOCB)umbrella. Conceptually the Center is an independent project but as UOCB was also establishedaround the same time, the administrative functions of COF are operated from the UOCBadministrative unit itself.

Background

COF was conceived and sanctioned by the SRTT in May 2003, and came into existence in July2003. COF is a deemed center of excellence in the making and is meant to provide technicalassistance to those critical areas in the on-going organic initiatives of the state of Uttarakhand,which are being presently provided through state departments. These areas of support areprimarily in the form of technical expertise and human resource. COF -1 program was successfully implemented in the year’s 2003 – 06.In the meanwhile COF -2 was also conceived and applied for which was sanctioned in the middleof 2005. COF -2 was a diversification of activity where the State Training Center for OrganicFarming was established along with an R&D cell for action research for organic farming.

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Presently the second phase of COF -1 is being implemented and one of the inherent componentsof the project is setting up one prototype of Green Restaurants with the participation of privateparties. Here the project would contribute in the form of capital subsidy as well as assistance inmarketing and training of the concept.

3. GREEN RESTAURANT

Uttarakhand is known the world over for its natural beauty. The rich natural diversity coupled withthe distinct climatic conditions yield edible plants and spices which are unique to the state. Thefood commodities in of Uttarakhand are renowned for their extremely high nutritional value andtaste. Organic food production in the state is rapidly gaining national and international recognition.Most of the traditional cuisines of the region are yet to gain popularity and are untouched in theregion. This is primarily because the typically indigenous ingredients for preparing traditionaldelicacies are not easily available in other regions.

The concept of Green restaurant is relatively new for the state. In these restaurants local cuisinefrom the state will be served which would not only be delicious but healthy & nutritious too. The

theme of the restaurant would be organic and traditional food. The cuisine of Uttarakhand makesgood use of local herbs and spices as taste enhancers. The ingredients available to name a feware finger millet (mandua),amaranthus (chaulai), horse gram (kulath), foxtail millet (kauni), black &white soyabean, red rice, kidney beans, organic spices etc would be used in the preparation of the dishes.

The restaurant would also be serving organic beverages apart from the menu serving breakfast,lunch and dinner. There will be organic bakery products also available and an outlet for organicproducts of the organic villages of the state where the customer can buy and take away the rawingredients of his choice.

Our initiativeUOCB would develop one Green restaurant as a prototype model in such a manner that theywould pave a way for evolution of several such restaurants in the state. The concept braces onthe visualization that all the other restaurants which would be developed would be a chain of restaurants across the state and a brand would be created. The concept of Green restaurants is astep forward by UOCB to promote organic food and to provide a new market to organic farming inUttarakhand.

With this background CoF/UOCB now seeks the services of an agency to support the project

develop its various required systems and procedures for marketing activities for the restaurant.The interested party must submit detailed methodology for the development of the same. Thismust be remembered that the party has to work in association with UOCB in the preparation of the marketing plan.

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4. SCOPE OF WORK

The consultant team with the strength of his / her experience in the field of marketing has to studythe concept plan and empathize with the idea which is a new and indigenous to the state and itsnew initiatives in organic farming. Also the consultant team with his/ her experience mustappreciate the new concepts emerging in the sector of food and restaurants today which includeslow food, concept restaurants, health bars, rural/village based eateries etc.The marketing consultancy should draft a plan based on business and financial plan for therestaurant which will outline a strategy for success and breaks it down into comprehensible,actionable components that will enable the restaurant to provide a good return on investment.The said consultancy assignment shall include, but not necessarily be limited to the under mentioned tasks.

While the concept of the Green restaurant has been pondered upon the consultant must draw outthe following:-

1. Marketing consultancy

a. Developing a marketing strategy which includes developing a brand name andmarket positioning of the restaurant.

b. Planning of restaurant launch strategy.

c. Planning of restaurant sales strategy.

d. Planning of various activities like publicity, advertising, PR activities and variouspromotional activities.

2. Implementing of strategy

a. The consultant would be directly involved with the project for developing the abovestated strategies and implementation of the same for launch, marketing and salesof the restaurant.

b. The consulting agency will act as an event management agency for implementingthe various strategies and monitoring them for progress of the restaurant for 3months after the launch of the restaurant.

3. Changes in strategy

a. The consulting agency will do necessary changes in the strategies considering theperformance of the restaurant and implement them.

5. OBJECTIVES OF CONSULTANCY

The main objectives of the said consultancy assignment are:

1. Developing brand name for the restaurant.

2. Market positioning of the restaurant.

3. Preparing a marketing plan for the restaurant.

4. Planning of launch and sales strategy.

5. Planning marketing activities.

6. Implementation of launch, marketing and sales strategy for the restaurant.7



6. DESIRABLE QUALIFICATION AND EXPERIENCE

The consulting agency should have the following parameters:

1. The lead consultant should be qualified as MBA in Marketing from a recognized institute

with 10 yrs of experience.

2. The consultant should have undertaken 3 such assignments in the past for government/non-government organizations/ private organizations.

3. The consultant should be capable of traveling and collection of primary and secondarydata.

4. The consultant should have been closely involved with the marketing industry and handson experience on developing such type of plans.

5. Professional expertise should be present in- house or in a consortium; names referred

must be an active member of the team. Their CV’s also needs to be furnished.

7. SUBMISSION OF THE FINAL REPORT AND EXPECTED DELIVERABLES

The report shall provide an overview of the methodological aspects used for data collectionand processing, comprehensive analysis of various points and the major conclusions andrecommendations from the assessment during the process incorporating the relevant literaturereview. The synthesis report will be submitted in English following a technical style, clear, conciseand readable.

The report should include all the documents in hard and soft copies. The report shouldnecessarily include the following:

1. Marketing strategy for the restaurant.

2. Proposed brand names.

3. Market positioning of the restaurant.

4. Launch & sales strategy including publicity, advertising, PR and other promotionalactivities.

5. Implementation of the above strategies and monitoring the progress according to thestrategies.

6. Doing necessary changes in the strategies as per the performance of the restaurant andimplementing those changes.

8. NUMBER OF COPIES

A total of two copies of the project proposal and reports will have to be submitted along withoriginal soft copy on compact disc (CD).

9. MONITORING/CERTIFYING AGENCY

A committee formed by the UOCB will monitor the progress & proper implementation of theagreement and to certify to the consultant that the terms of the agreement have been satisfactorilymet and that appropriate payments to be made.

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10. DISPUTE RESOLUTION

In the event of any doubts of interpretation of differences of opinion the parties shall resolve eachissue amicably.

In case of any dispute the jurisdiction applicable is Dehradun, Uttarakhand.

11. MODALITIES FOR MAKING PAYMENT OF CONSULTANCY FEES

Payment will be made according to the following payment schedule:

a. The first installment (equal) of the fees would be released in a week from date of signing of MoU of consultants job work and receiving of work plan from theconsultant.

b. The second installment (equal) of the fees would be released after the draft of thereport has been submitted.

c. The third installment (equal) of the fees would be released after the implementation

of launch, marketing and sales strategy for the restaurant after the launch of therestaurant.d. The fourth and final installment (equal) of the fees would be released after the

completion of the consultancy, presentation from the consultant and report hasbeen endorsed by the UOCB committee.

12. CONSULTANCY FEE

The consultancy fee should include all the costs borne by the consultant including the cost of traveling, telecommunication, cost of outsourcing any personnel and other related costs incurredin the consultancy.

13. HEALTH AND ACCIDENT INSURANCE

In your interest, we advise you to take up adequate protection in the form of health and accidentinsurance before you take on this assignment as the Trust will not be liable or in any way beresponsible for costs associated with unlikely eventualities like emergency medical problems,sickness, accidents etc. which may occur during the course of the assignment.

14. BID FORMATS & APPLICATION

EMD of Rs. 25000 (Rs. Twenty five thousand only) in form of demand draft in favor of Secretary, Uttarakhand Organic Commodity Board will be enclosed along with thedocuments.

There will be a two-bid system: technical & financial . Technical and financial bids are to be inseparate envelopes and they should be in a third envelop. The title should be clearly mentionedon the top of envelop Technical Proposal for Marketing consultancy for the GreenRestaurant project / Financial Proposal for Marketing consultancy for the Green Restaurantproject

First the technical bid will be opened, those technical bids found as per the specifications will beopened for the financial bids.

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A. Technical bid should contain:

Profile of the marketing agency

CV of team members

Experience of the agency in assignments of similar sort.

Financial bid should contain:

Fees/ Honorarium

Travel / overheads

C.

Only sealed Bid will be considered for opening

“MARKETING CONSULTANCY FOR THE GREEN RESTAURANTPROJECT” must be written on the front of sealed Envelop.

15. DURATION OF CONSULTANCY

The duration of consultancy would be 10 months from the date of signing the MoU.

16. OWNERSHIP AND COPYRIGHT

The report is the inherent property of the UOCB / COF and the consultant will ensure thatthe study or any part of it is not disclosed to any individual, association or in any publicmeeting, seminar, workshop etc without the prior permission of the UOCB, before andafter the submission of the report to the UOCB.

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INSTRUCTION TO BIDDERS & GENERAL CONDITIONS

1. INTRODUCTION

General1.1 The Uttarakhand Organic Commodity Board (UOCB) will selectconsultant/firms/organization/agency (Bidder) from those responding to this Invitation, inaccordance with the method of selection specified in this document for the execution of consultancyas described in the document.1.2 Bidders should familiarize themselves with local conditions and take them into account in

preparing their Proposals. To obtain first-hand information on the assignment and local conditions,Bidders are encouraged to consult Uttarakhand Organic Commodity Board (UOCB).1.3 Bidders shall bear all costs associated with the preparation and submission of their Proposals.

Costs might include visits, surveys, attendance at the meetings, collection of information; designing, preparing of art works/drawings/models, presentations to the Client.1.4 Uttarakhand Organic Commodity Board (UOCB) is not bound to accept any Proposal andreserves the right to annul the selection process at any time/ Stage prior to contract award, withoutthereby incurring any liability to the Bidders.1.5 In preparing their Proposals, Bidders are expected to examine in detail this document. Materialdeficiencies in providing the information requested may result in rejection of a Proposal.1.6 It is required that Bidders provide professional, objective, and impartial services and at all timeshold Uttarakhand Organic Commodity Board (UOCB) interests paramount, avoid conflicts withother assignments or their own corporate interests and act without any consideration for future work.1.7 Bidders shall not be recruited for any assignment that would be in conflict with their prior or current obligations to other agencies, or that may place them in a position of not being able to carryout the assignment in the best interest of Uttarakhand Organic Commodity Board (UOCB)

BID DOCUMENT FEE1.8 Rs. 500+ 4% VAT as form fee is required to be submitted at the time of buying the form and if the form is being downloaded from the website then form fee should be deposited at the time of submission of the form.Fraud and Corruption1.9 It is required that Uttarakhand Organic Commodity Board (UOCB), as well as Bidders observethe highest standard of ethics during the selection process, execution of services and procurementand execution of the contracts. In such pursuance of this policy, it is:(i) defined, for the purposes of this provision, the terms set forth below as follows:(a) “corrupt practice” means behavior on the part of officials in the public or private sectors bywhich they improperly and unlawfully enrich themselves and/or those close to them, or induce othersto do so, by misusing the position in which they are placed, and it includes the offering, giving,

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receiving, or soliciting of anything of value to influence the action of any such official in the procurement process or in contract execution; and(b) “fraudulent practice” means a misrepresentation of facts in order to influence a procurement

process or the execution of a contract to the detriment of Uttarakhand Organic Commodity Board(UOCB), and includes collusive practices among bidders (prior to or after bid submission) designed

to establish bid prices at artificial, noncompetitive levels and to deprive Uttarakhand OrganicCommodity Board (UOCB) of the benefits of free and open competition).(c) “Coercive practice” means harming or threatening to harm, directly or indirectly, persons or their

property to influence their participation in a selection process, or affect the execution of a contract.(ii) will reject a Proposal for award if it determines that the bidder recommended for award hasengaged in corrupt or fraudulent practices in competing for the contract; and(iii) will declare a firm ineligible, either indefinitely or for a stated period of time, to be awarded anycontract under the project.1.10 Bidders and associate members of consortium shall not be under a declaration of ineligibility

for corrupt and fraudulent practices issued by any Government Organization/ PSU in accordancewith the above Para.Only One Proposal1.11 Bidders may only submit one Proposal. If a Bidder submits or participates in more than oneProposal, such a Bidder shall be disqualified.Bid/Proposal Validity1.12 Bidders’ Proposals must remain valid for 180 days from the last date of submission.Uttarakhand Organic Commodity Board (UOCB) will make its best effort to complete the selection

process also within this period. In case of need, Uttarakhand Organic Commodity Board (UOCB)may request Bidders to extend the validity period of their Proposals.

2. CLARIFICATIONS AND AMENDMENTS TO BID DOCUMENTS2.1 Bidders may request a clarification on the bid document up to 19 August 2008. Any request for clarification must be sent in writing to the address indicated in the Data Sheet. Uttarakhand OrganicCommodity Board (UOCB) will respond, including an explanation of the query but withoutidentifying the source of inquiry, as per item 2.2 below. Should Uttarakhand Organic CommodityBoard (UOCB) deem it necessary to amend the document as a result of a clarification, it shall do sofollowing the procedure under item 2.2.2.2 Uttarakhand Organic Commodity Board (UOCB) may, whether at its own initiative, or inresponse to a clarification requested, amend the bid document by issuing an addendum. Theaddendum shall be notified to the participating organizations/institutions/agencies not later than 19August 2008. Bidders are advised to visit the website regularly for all amendments.2.3 To give Bidders reasonable time in which to take an amendment into account in their Proposals,Uttarakhand Organic Commodity Board (UOCB) may at its discretion, if the amendment issubstantial, extend the deadline for the Bid submission.

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3. PREPARATION OF THE PROPOSAL3.1 Bidder’s Proposal (the Proposal) will consist of the following components:Technical and Financial proposal on FORM-1 to FORM-7

(Additional sheets required may be used)

In preparing their proposals, Bidders are expected to examine in detail the documents comprising theBid document. Material deficiencies in providing information requested may result in rejection of aProposal.3.1 The Proposal, as well as all related correspondence exchanged by the Bidders and UttarakhandOrganic Commodity Board (UOCB), shall be in English . All reports prepared by the contractedBidder shall be in English. In case any document is in any language other then English, Bidder isrequired to submit the translation of the same in English also . Bids with documents submitted inlanguages other then English are liable to be rejected at the discretion of UOCB.3.2 The Proposal should include a cover letter signed by person(s) with full authorization to make

legally binding contractual (including financial) commitments on behalf of the firm. The letter should specify all association arrangements, and certify that each associated firm will perform itsdesignated tasks under the assignment if the lead firm is awarded the contract. Organizations

participating in a consortium should provide a copy of the agreement reached amongst them prior to participation in this bid process.3.3 The Proposal will comprise of Qualification Documents, which will demonstrate the Bidder’sexperience and capability for the current assignment and the Bidder’s understanding of theassignment requirements and capability and approach for carrying out the works set forth in a time

bound manner. The Pre-qualification and Technical Proposal shall not include any financialinformation (price offer) and any Pre-qualification and Technical Proposals containing financialinformation shall be declared non-responsive and rejected.

4. TECHNICAL PROPOSAL:The Technical proposal shall be submitted for the broad requirements, indicated in the document andas required in the Proposal Forms. The Technical proposal shall contain the following information:(i) A concise, complete, and logical description of how (approach & methodology, brief of a strategyof concept restaurant should be included) the Bidder’s team will carry out the services to meet allrequirements of the consultancy. Major emphasis will be given to this aspect while evaluating the

proposals.(ii) A Staffing Schedule indicating clearly the manpower proposed.(iii) An organization chart of the Team to be involved in the assignment.Personnel(iv)The name, age, nationality, background employment record, and professional experience of eachnominated expert, with particular reference to the type of experience required should be presented inthe CV format.(v) All nominated experts must be authorized to work in India.

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(vi) Higher rating will be given to nominated experts from the bidding firm and associate firms, if any, who are regular full-time employees. Uttarakhand Organic Commodity Board (UOCB) definesa regular full-time employee to be a person who has been employed continuously by the Bidder or one of its Associates, for more than twelve (12) months prior to the date of submission of theProposal.

(vii) It is required that each personnel confirm that the content of his/her curriculum vitae (CV) iscorrect and the experts themselves should sign the certification of the CV. However, in particular cases, Uttarakhand Organic Commodity Board (UOCB) may accept a senior officer of the Bidder signing the CVs on behalf of the experts. If, for valid reasons, the experts are unable to do so, and theBidder’s Proposal is ranked first, copy of the CVs signed by the experts concerned must besubmitted to Uttarakhand Organic Commodity Board (UOCB) prior to commencement of contractnegotiations.5. SELECTION PROCESSUttarakhand Organic Commodity Board (UOCB) shall adopt the following selection process:

The evaluation of the proposals will be carried out in two stages:1. Technical bid2. Financial bid

The financial proposals shall not be opened before the evaluation of technical proposals isconcluded.The document fee will be checked, in case the same are not submitted or are not in order the

proposal will be rejected forthwith. The Pre-qualification proposals and Technical Proposal shallthen be opened and checked for conformity to the requirements indicated by Uttarakhand OrganicCommodity Board (UOCB) in this document. The proposals shall be evaluated as per the evaluationsheet and guidelines provided in the document. The minimum qualifying score shall be of 70. At theend of the process the evaluators will prepare a technical evaluation report of the quality of the

proposals.

UOCB will then form the panel/s of requisite number of agencies as per requirement, who will openthe financial proposals. The concerned agencies, organizations will be notified for the date, time and

place set for opening of the financial proposals. The financial proposals will be opened in the presence of representatives of the consultants/consultancy agencies who choose to attend. The nameof the consultant, the technical points and the proposed prices will be read aloud and recorded whenthe financial proposals are opened. The UOCB panel will then review the financial proposals for anyarithmetical errors. The proposals with the lowest cost will be considered as L1. UOCB reserves theright to finally select the consultant/consulting agency based on the technical and financial scoresobtained by them, while securing the quality of the work to be assigned.

6. SUBMISSION, RECEIPT AND OPENING OF PROPOSALS6.1 The original Technical Proposal shall contain no interlineations or overwriting, except asnecessary to correct errors made by Bidders themselves. Any such corrections, interlineations or overwriting must be initialed by the person(s) who signed the Proposal.

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6.2 An authorized representative of the Bidder shall sign and place official stamp all pages of the Proposals.

6.3 IMPORTANT:

The Proposals and Document Fee are to be sent to Uttarakhand Organic Commodity Board(UOCB) and shall be placed in sealed envelopes duly marked as indicated in the Data Sheet.The separate envelopes shall be placed into an outer envelop and sealed. The outer envelop shall

bear the submission address, title, date of opening and other information indicated in the Data Sheet.Proposals must be delivered at the indicated Uttarakhand Organic Commodity Board (UOCB)submission addresses on or before the time and date stated in the Data Sheet or any new dateestablished by Uttarakhand Organic Commodity Board (UOCB) according to provisions of Sub-Clause 2.2.7. PROPOSAL EVALUATION

General7.1 The proposal received upto the last date and time indicated in the Data Sheet shall be publiclyopened at the time and venue indicated in the Data Sheet. Bidder representatives are free to attendthe opening and will be required to produce an authority letter and sign an Attendance sheet. Fromthe time the Proposals are opened to the time the contract is awarded, the Bidder should not contactUttarakhand Organic Commodity Board (UOCB) on any matter related to its Proposals. Any effort

by a Bidder to influence Uttarakhand Organic Commodity Board (UOCB) in examination,evaluation, ranking of Proposals or recommendation for award of contract may result in rejection of the Bidder’s Proposal.7.2 Uttarakhand Organic Commodity Board (UOCB) Selection Committee will be responsible for evaluation and ranking of Proposals received. Bidders may be required to make a presentation onthe Technical Proposals to UOCB at the time of Proposal opening or at any later date andtime .The Selection Committee will evaluate and rank the “Technical Proposals” on the basis of Proposal’s responsiveness using the evaluation criteria and points system specified in the document.Each Proposal will receive a score. A Proposal shall be rejected if it does not achieve the minimumscore of 70 from the maximum allocated score of 100.

Evaluation of Technical Proposals7.3 A Technical Proposal may be rejected for any of the following reasons:(i) The Technical Proposal contained details of price/costs.(ii) The Technical Proposal did not meet the information/specifications asked for.(iii) The Proposal was submitted in the wrong format.8. CONFIDENTIALITYInformation relating to evaluation of Proposals and recommendations concerning contract awardshall not be disclosed to Bidders who submitted Proposals or to other persons not officially

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concerned with the evaluation process until the winning firm/s has been notified and contractawarded. .

9. AWARD OF CONTRACT and CONTRACT COMMENCEMENT DATE

After completion of selection process, Uttarakhand Organic Commodity Board (UOCB) shall notifythe Bidder/s selected for award of contract and promptly notify the other Bidders who submittedProposals that they were unsuccessful.10. CONTRACT AGREEMENTThe empanelled bidder/s will be required to sign a legally binding contract agreement withUttarakhand Organic Commodity Board (UOCB).

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EVALUATION SHEET FOR PROPOSALS

Name of Firm: __________________________

S.no. EVALUATION CRITERIAMaximum

PointsScore

1 Educational qualification(team head) 10

2 Past Experience and Capacity 203 Quality of past assignments 154 Approach & Methodology strategy in brief 20

5Manpower(CVs will be evaluated for Qualifications,Relevant Experience and Employment Status)

25

6Recipient of recognition from various apex professional

bodies 057 Previous/ current association with any assignments in

government sector 05

TOTAL 100 points

Evaluation date: ______________ Signature:____________________

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PROPOSAL SUBMISSION FORMSFORM-1

P ROPOSAL SUBMISSION C OVERING L ETTER Place:…………Date…………..

Secretary,Uttarakhand Organic Commodity Board201/1 Vasant Vihar, Dehradun, (UTTARAKHAND)

Dear Sir,

We, the undersigned, offer to participate in the following consultancy:“Hiring of Consultancy services for Marketing activities for the project titled

Green Restaurant)” in accordance with your Bid Document.We are submitting our Proposal in association with: [ Insert a list with full name and address of

each associated member of consortium, if any ]1 as a Joint Venture confirming joint and several liability or as sub-consultants.We hereby declare that all the information and statements made in this Proposal are true and accept that anymisinterpretation contained in it may lead to our disqualification.We hereby certify that we have taken steps to ensure that no person acting for us or on our behalf willengage in bribery.We undertake that, in competing for (and, if the award is made to us, in executing) the above contract, wewill strictly observe the laws against fraud and corruption in force in India namely “Prevention of Corruption Act, 1988”.

We understand you are not bound to accept any Proposal you receive.We remain,Yours sincerely,

Authorized Signature [ In full and initials ]:

Name and Title of Signatory:

Name of Firm/Bidder with Address:

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FORM-2

Introduction of the Firm

[Provide information in the tables below and a brief description of the background and organizationof your firm/entity and each associate firm for this assignment.]Format for Firm’s Details

(Shall be given separately for each member in case of consortium)

1 Name of theconsultant/firm/agency/organization

2 Registered Office address

Telephone Number Fax Number e-mail

3 Correspondence/ contact address

4 a. Details of Contact person (Name,designation, address etc.)Telephone Number Fax Number e-mail

b. Details of Head of Organization (Name,designation, address etc.)Telephone Number Fax Number e-mail

5 Is the firm a registered company? If yes,submit documentary proof. Year and Placeof the establishment of the company

6 Former name of the company, if any.

7 Is the firma Government/ Public Sector Undertakinga proprietary firm a partnership firm(provide partnership deed)a limited company or limited corporationa registered society (provide copy of registration)a member of a group of companies (if yes,give name and address, and description of other companies)a subsidiary of a large corporation (if yesgive the name and address of the parentorganization) If the company is subsidiary,

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state what involvement if any, will the parentcompany have in the project.a joint venture consortia (if yes, give nameand address of each partner)

8 Attach the organizational chart showing thestructure of the organization including thenames of the directors and the position of theofficers:Total number of employees:

9 Number of years of experience:-as standalone

-in a joint venture/ Consortium10 For how many years has your organization

been in business under your present name?What were your fields when you establishedyour organization? When did you add newfields (if any)?

11 What type best describes your firm? (provideinformation in detail, documentary proof to

be submitted)a. Consultancy organization/agency

b. Construction organization/agencyc. Management organization/agencyd. Total (Turnkey) solution provider Other (pl specify)

12 Number of Offices with Locations, address,Tel. no. (use separate sheet if required)

13 Do you intend to associate any other organization for the consultancy for whichyou are bidding? If so, please give full

particulars of that organization separately.14 Please give brief details of Key Technical and

Administrative staff who will be involved inthis consultancy, their role in the project(their Qualifications & experience to be

provided in CV )15 List the major clients with whom your organization has been/ is currently associatedalong with the segment

16 Have you ever worked for any assignmentswith UOCB or any other govt. organization?If ‘yes’ give details.

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17 Have you in any capacity not completed anywork awarded to you? (If so, give the nameof work/client and reason for not completingthe work)

18 The bidder/ prime member of the consortiumshall disclose details pertaining to allcontingent liabilities, claims, disputes,matters in appeal & in court and any pendinglitigation against the bidder or any member of the Consortium. If nil, an undertaking fromthe bidder/ prime member of the consortiummentioning the same.

19 Have you ever been denied tenderingfacilities by any Government/ Department/Public sector Undertaking? (Give details) Anaffidavit to this effect is to be submitted withthe proposal.

20 TAN & PAN no. of the Firm21 Does your firm have experience of 10 years

as consultancy agency. Attach documentary proof.

22 Please provide details of awards/recognitionreceived by your agency from apex

professional body.

FINANCIAL INFORMATIONS.No.

Name of thebidder/ Primemember of consortium

Equity ContributionProposed (Minimumshould be 26% for eachConsortium member)

Turnover (Rs.)

FY2007-2008

FY2008-2009

S.No.

Name of the bidder/ Prime member of consortium

Net Worth (Rs.)

FY2007-2008

FY2008-2009

Note:1. Submit proof in support of the above like audited financial statement/ audited annual report/ CAcertificates /copies of P.O

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2. All above information and details of Income Tax registration/clearance such as PAN etc., to be provided for all participating firms.

Signature:Date & Stamp

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FORM-3EXPERIENCE OF THE FIRM (COMPLETED ASSIGNMENTS)(THAT BEST ILLUSTRATE QUALIFICATIONS)Please provide information only on assignments for which your firm was legally contracted by theclient as a corporate entity or as one of the major companies within a consortium

Name of Client:(with Contactdetails, location etc.)UOCB reserves theright to seek feedback/ visit

Responsibility of your firm- Lead/ Associate

Start Date(Month/Year):

CompletionDate:(Month/Year)

Approx. Value

Name of AssociatedFirm(s), if any:

Type of assignment

Name of Senior Staff (Manager/Technical Staff) Involved and Functions Performed:Detailed NarrativeDescription of work:Detailed Descriptionof Actual Services

Provided by your agency/organization:Signature & Stamp: Date:

Please enclose relevant documents, photographs/Copy of DPR, for above.

Signature:

Date & Stamp

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FORM-4

DESCRIPTION OF PROPOSAL FOR PERFORMING THE ASSIGNMENT

Approach, methodology, organization and staffing are key components. You are suggested to present

your plan divided into the following heads (maximum of two A4 page each):

a) Approach and Methodology: In this you should explain your understanding of the objectives of

the assignment, approach to the services, and methodology for carrying out the activities.

b) Organization and Staffing: In this you should propose the structure and composition of your team.

You should list the main disciplines of the assignment, the key expert responsible, and proposed

technical and support staff.

Signature & Stamp:

Date:

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FORM-5

TEAM COMPOSITION AND TASK ASSIGNMENTS

Professional Staff

Name of Staff Firm Area of Expertise Position and Task tobe Assigned

Please also provide an Organization Chart here.

Signature with stamp:

Date:

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FORM-6

CURRICULUM VITAE (CV) FORMAT TO BE SUBMITTED WITH PROPOSAL

1 PROPOSED POSITIONFOR THIS PROJECT

(ONLY ONE CANDIDATESHOULD BE

NOMINATED FOR EACHPOSITION FOR EVALUATION)

1.a Name of Firm (Insert name of firm proposing thestaff)

2 NAME3 DATE OF BIRTH4 NATIONALITY5 PERSONAL ADDRESS

TELEPHONE NO.FAX NO.E-MAIL ADDRESS

6 EDUCATION(The years in whichvarious qualificationswere obtained must

be stated)7 OTHER

TRAINING/CERTIFICATIONS8 LANGUAGE & DEGREE OF

PROFICIENCY9 MEMBERSHIP IN

PROFESSIONALSOCIETIES

10 COUNTRIES OF WORK EXPERIENCE

11 EMPLOYMENT RECORD (Starting with present position, list inreversed order every employmentheld and state the start and end datesof each employment.)

FROM TOEMPLOYER POSITION HELD AND DESCRIPTION OFDUTIES

12 DETAILED TASKS ASSIGNED (for this project)(In this column, list tasksone by one and supporteach task by experience inthe right hand side column.)

WORK UNDERTAKEN THATBEST ILLUSTRATESCAPABILITY TO HANDLE THETASKS ASSIGNED.(In this column, list work name,location, year, position held, exactduties rendered and time spent

:

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FINANCIAL BID FORMFORM-7

S.No.

Name of the bidder/Primemember of consortium

Financial Information of BidConsultancyCharges

Honorariumto staff members

Documentationcharges

Travelto staff members

OtherCharges

Total

Signature:Date & Stamp

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11. CERTIFICATIONI, the undersigned, certify that to the best of my knowledge and belief, this bio-data correctlydescribes me, my qualifications, and my experience. I understand that any willful misstatementdescribed herein may lead to my disqualification or dismissal, if engaged.I have been employed by [name of the firm] continuously for the last (12) months as regular full time

staff (indicate yes or no in the following boxes):

Yes No

12 . SIGNATURE of Individual DATE OF SIGNING Day Month Year /Authorised representative:Full name of Authorisedrepresentative: