Annexure I
APPLICATION FOR EMPANELMENT OF RESEARCH INSTITUTIONS/CONSULTANTS
[CORPORATES/RESEARCH INSTITUTIONS OR RESEARCH ENTITIES]
Name of the Applicant [Corporate/Research Institution/Research Entity]:
Office:
Phone:
Fax:
E-mail:
Name of Directors / Partners/ Proprietors etc.:
Branch/Branches (If any):
Year of establishment:
Service Tax Registration No.: (please attach the copy)
PAN no. of the Applicant [Corporate]:
(Please attach the copy)
Fill the Annexure III A and III B and attach
Bank accounts number with Branch Name and IFSC code of the bank:
Details regarding any civil suit/litigation in the contracts executed by the Applicant [Corporate] during
the last 5 years. Give details if any:
PLEASE ENCLOSE THE FOLLOWING DOCUMENTS
i
Samples of Research Activities undertaken
ii
Copy of PAN Card and Service Tax registration certificate
iii
Undertaking and Declaration as stipulated in Annexure III A and III B respectively in the EOI
document.
iv
Proofs of existing relationships with any other institutions.
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Annexure II
APPLICATION FOR EMPANELMENT OF CONSULTANTS [INDIVIDUALS]
Name of the Applicant [individuals]:
Office:
Phone:
Fax:
E-mail:
Qualification:
Work Experience in Research:
Years of experience:
Service Tax Registration No.: (please attach the copy)
PAN no.:
(Please attach the copy)
Fill the Annexure III A and III B and attach
Bank accounts number with Branch Name and IFSC code of the bank:
Details regarding any civil suit/litigation in the contracts executed by the Applicant [Individuals] during
the last 5 years. Give details if any:
PLEASE ENCLOSE THE FOLLOWING DOCUMENTS
i.
ii.
iii.
iv.
Samples of Research Activities undertaken
Copy of PAN Card and Service Tax registration certificate
Undertaking and Declaration as stipulated in Annexure III A and III B respectively in the
EOI document.
Proofs of existing relationships with any other institutions.
2
Annexure III A
UNDERTAKING
I/We do hereby understand and agree that the results produced, or the information derived during the
process of any research assignment will be completely owned by Export-Import Bank of India (EXIM
Bank), and I/we will have no right over utilising them for any other purpose. I/we also agree that EXIM
Bank
will
have
the
prerogative
whether
or
not
to
acknowledge
the
Consultant
[Individuals/Corporate/Research Institution or Research Entity] in the final report. The decision taken by
EXIM Bank in this respect will be binding and agreeable to me/us.
Signature
Name and Designation of Authorized Signatory/individual
Seal
Date:
Place:
3
ANNEXURE III B
DECLARATION
I/We do hereby certify I/we as a Consultant [Individuals/Corporate/Research Institution or Research
Entity] has/have not been disqualified/blacklisted by Reserve Bank of India, Indian Banks’ Association
and/or by any other Bank/Financial Institution nor is any process of investigation being conducted
against us with a view to disqualify or blacklist us by either RBI/IBA or any other Bank or FI.
Signature
Name and Designation of Authorized Signatory/Individual
Seal
Date:
Place:
4
SCHEDULE
EVALUATION CRITERIA FOR EMPANELMENT OF RESEARCH INSTITUTIONS/
CONSULTANTS (Companies)
PARAMETERS
DESCRIPTION
Organizational Strength
Proven and demonstrable
resources
in
providing
consultancy
in
projects
relating to international
trade and investment
 Turnover (last 3 years)
 Number of Employees
 Number of Offices in India
 (Office presence in Mumbai)
 Number of Offices Overseas
Experience
Total Years of Existence
 Size and Scale of Operations in India
 Number of consultants in India
 Number of global projects related to the
Bank's areas of interest
 Number of Indian projects related to the
Bank's areas of interest
 Number of projects done with Central/State
Governments / Agencies
 Experience of policy advisory, institutional
strengthening and capacity building related
to the Bank's area of interest
Areas of Specialization/Work & Perception
 Testimonials & Citations
 Awards & Accolades
 Reputation
EVALUATION CRITERIA FOR EMPANELMENT OF CONSULTANTS (Individuals)
PARAMETERS
Individual Strength
DESCRIPTION
Proven and demonstrable resources
in providing consultancy in projects
relating to international trade and
investment
 Qualifications/Expertise
Experience
PhD preferable /Domain Expert
Proven and demonstrable experience
and
expertise
in
providing
consultancy in projects relating to
international trade and investment
 Number of Years of Experience
Proven & demonstrable
experience and expertise in
providing consultancy in
projects
relating
to
international
trade and
investment
 Years of Experience relevant to Research
 Years of Experience in international
assignments
 Total No of Research Projects undertaken
 Average size of value of research projects
undertaken
 Number of Projects undertaken in India
 Number of global projects related to the
Bank's areas of interest
 Number of Indian projects related to the
Bank's areas of interest
 Number
of
projects
done
with
Central/State Governments/ Agencies
 Experience of policy advisory, institutional
strengthening and capacity building related
to the Bank's area of interest
Areas of Specialization/Work & Perception
 Testimonials & Citations
 Awards & Accolades
 Reputation
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