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 ii Samples of Research Activities undertaken 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. 1
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. 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. 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) EVALUATION CRITERIA FOR EMPANELMENT OF CONSULTANTS (Individuals) PARAMETERS DESCRIPTION PARAMETERS DESCRIPTION Organizational Strength Proven and demonstrable Individual Strength Proven and demonstrable resources resources in providing in providing consultancy in projects consultancy in projects relating to international trade and relating to international investment trade and investment Turnover (last 3 years) Qualifications/Expertise PhD preferable /Domain Expert Number of Employees Experience Proven and demonstrable experience and expertise in providing consultancy in projects relating to international trade and investment Number of Offices in India Number of Years of Experience (Office presence in Mumbai) Number of Offices Overseas Years of Experience relevant to Research Experience Proven & demonstrable experience and expertise in providing consultancy in projects relating to international trade and investment Total Years of Existence Size and Scale of Operations in India Number of consultants in India Number of global projects related to the Number of Indian projects related to the 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 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 Number of Indian projects related to the 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 5