Engaging advisory services for NIIF, SWAMIH and SME Fund

(cid:1)बड सं(cid:70)या/Bid Number: GEM/2026/B/7626638 (cid:65)दनांक /Dated: 10-06-2026 (cid:1)(cid:1)बबडड दद(cid:39)(cid:39)ततााववेज़ेज़ / Bid Document (cid:1)(cid:1)बबडड (cid:1)(cid:1)ववववररणण//Bid Details (cid:1)(cid:1)बबडड बबंदंद हहोोनने े कक(cid:16)(cid:16) तताारर(cid:19)(cid:19)खख//ससममयय /Bid End Date/Time 01-07-2026 12:00:00 (cid:1)(cid:1)बबडड खखुलुलनने े कक(cid:16)(cid:16) तताारर(cid:19)(cid:19)खख//ससममयय /Bid Opening 01-07-2026 12:30:00 Date/Time (cid:1)(cid:1)बबडड पपेशेशककशश ववैधैधतताा ((बबंदंद हहोोनने े कक(cid:16)(cid:16) तताारर(cid:19)(cid:19)खख ससे)े)/Bid Offer 90 (Days) Validity (From End Date) ममं(cid:32)ं(cid:32)ााललयय//रराा(cid:33)(cid:33)यय ककाा ननाामम/Ministry/State Name Ministry Of Finance (cid:1)(cid:1)ववभभाागग ककाा ननाामम/Department Name Department Of Economic Affairs ससंगंगठठनन ककाा ननाामम/Organisation Name N/a ककााययााल(cid:37)ल(cid:37) यय ककाा ननाामम/Office Name New Delhi ििशशककााययतत ििननववााररणण ककेे ससंपंपकक(cid:37)(cid:37) (cid:1)(cid:1)ववववररणण/ Contact details of shejal.yadav@gov.in Grievance redressal वव(cid:39)(cid:39)ततु ु (cid:40)(cid:40)णेणे ीी /Item Category Financial Advisory Services - Onsite; Investment अअननुबुबंधंध अअववििधध /Contract Period 2 Year(s) 1 Day(s) उउ(cid:44)(cid:44)हह(cid:19)(cid:19)ं/ं/ससममाानन ससेवेवाा ककेे ििललएए अअपपे(cid:46)े(cid:46)(cid:47)(cid:47)तत (cid:1)(cid:1)ववगगतत अअननुभुभवव ककेे ववषष/(cid:37)(cid:37)Years of Past Experience Required for 3 Year (s) same/similar service इइससीी ततररहह कक(cid:16)(cid:16) ससेवेवााओओं ं ककाा (cid:1)(cid:1)पपछछललाा आआवव(cid:53)(cid:53)ययकक अअननुभुभवव हहैै/Past Yes Experience of Similar Services required एएममएएससएएममईई ककेे ििललएए अअननुभुभवव ककेे ववषष(cid:55)(cid:55) औऔरर टटननओ(cid:37)ओ(cid:37) ववरर ससेे छछूूटट (cid:59)(cid:59)ददाानन कक(cid:16)(cid:16) गगईई हहैै/MSE Relaxation for Years of No Experience and Turnover (cid:39)(cid:39)टटााटट(cid:37)(cid:37)अअपप ककेे ििललएए अअननुभुभवव ककेे ववषष(cid:55)(cid:55) औऔरर टटननओ(cid:37)ओ(cid:37) ववरर ससेे छछूूटट (cid:59)(cid:59)ददाानन कक(cid:16)(cid:16) गगईई हहैै /Startup Relaxation for Years of No Experience and Turnover Experience Criteria,Bidder Turnover,Certificate (Requested in ATC),Additional Doc 1 (Requested in ATC) (cid:1)(cid:1)वव(cid:60)(cid:60)ेेतताा ससे े ममाांगंगे े गगएए दद(cid:39)(cid:39)ततााववेज़ेज़/Document required *In case any bidder is seeking exemption from Experience / from seller Turnover Criteria, the supporting documents to prove his eligibility for exemption must be uploaded for evaluation by the buyer (cid:62)(cid:62)ययाा आआपप ििनन(cid:1)(cid:1)ववददााककाारर(cid:63)(cid:63) (cid:64)(cid:64)ाारराा अअपपललोोडड (cid:65)(cid:65)ककएए गगएए दद(cid:39)(cid:39)ततााववेज़ेज़(cid:63)(cid:63) ककोो ििनन(cid:1)(cid:1)ववददाा मम(cid:66) (cid:66) भभाागग ललेनेने े ववाालले े ससभभीी ििनन(cid:1)(cid:1)ववददााककाारर(cid:63)(cid:63) ककोो (cid:65)(cid:65)ददखखााननाा Yes (Documents submitted as part of a clarification or representation during the tender/bid process will also be चचााहहतते े हह(cid:68)(cid:68)?? ससंदंदभभ (cid:37) (cid:37) ममेनेनू ू हहैै/Do you want to show displayed to other participated bidders after log in) documents uploaded by bidders to all bidders participated in bid? 1 / 7(cid:1)(cid:1)बबडड (cid:1)(cid:1)ववववररणण//Bid Details (cid:1)(cid:1)बबडड ललगगाानने े कक(cid:16)(cid:16) ससममयय ससीीममाा (cid:39)(cid:39)ववततःः ननहह(cid:19)(cid:19)ं ं बबढ़ढ़ाानने े ककेे ििललएए आआवव(cid:53)(cid:53)ययकक (cid:1)(cid:1)बबडड कक(cid:16)(cid:16) ससं(cid:70)ं(cid:70)ययाा।। / Minimum number of 3 bids required to disable automatic bid extension (cid:65)(cid:65)ददनन(cid:63)(cid:63) कक(cid:16)(cid:16) ससं(cid:70)ं(cid:70)ययाा,, (cid:46)(cid:46)जजननककेे ििललएए (cid:1)(cid:1)बबडड ललगगाानने े कक(cid:16)(cid:16) ससममयय--ससीीममाा बबढ़ढ़ााईई जजााएएगगीी।। // Number of days for which Bid 3 would be auto--extended ऑऑटटोो एए(cid:62)(cid:62)ससटट(cid:66)(cid:66)शशनन अअििधधककततमम (cid:65)(cid:65)ककततननीी बबाारर (cid:65)(cid:65)ककययाा जजााननाा हहैै।। // 1 Number of Auto Extension count (cid:1)(cid:1)बबडड ससे े (cid:83)(cid:83)ररववसस (cid:37) (cid:37) ननीीललााममीी सस(cid:65)(cid:65)(cid:60)(cid:60)यय (cid:65)(cid:65)ककययाा/Bid to RA enabled No (cid:1)(cid:1)बबडड ककाा (cid:59)(cid:59)ककाारर/Type of Bid Two Packet Bid ततककननीीकक(cid:16)(cid:16) ममू(cid:84)ू(cid:84)ययाांकंकनन ककेे ददौौरराानन ततककननीीकक(cid:16)(cid:16) (cid:39)(cid:39)पप(cid:86)(cid:86)ीीककररणण हहेेततुु अअननुमुमतत ससममयय /Time allowed for Technical 2 Days Clarifications during technical evaluation अअननुमुमााििननतत ििनन(cid:1)(cid:1)ववददाा ममू(cid:84)ू(cid:84)यय ((ससभभीी ककरर(cid:63)(cid:63) सस(cid:65)(cid:65)हहतत)) भभााररततीीयय (cid:87)(cid:87)पपयये े मम(cid:66)(cid:66) / Estimated Bid Value in INR (Inclusive of all 25000000 taxes) ममू(cid:84)ू(cid:84)ययाांकंकनन पप(cid:88)(cid:88)िितत/Evaluation Method Total value wise evaluation ममू(cid:84)ू(cid:84)यय ददशशाान(cid:37)न(cid:37) े े ववााललाा (cid:1)(cid:1)वव(cid:89)(cid:89)ीीयय दद(cid:39)(cid:39)ततााववेजेज (cid:90)(cid:90)ेकेकअअपप आआवव(cid:53)(cid:53)ययकक हहैै / Financial Document Indicating Price Yes Breakup Required मम(cid:91)(cid:91)यय(cid:39)(cid:39)थथतताा खखंडंड/Arbitration Clause No ससुलुलहह खखंडंड/Mediation Clause No ईईएएममडड(cid:19)(cid:19) (cid:1)(cid:1)ववववररणण/EMD Detail एडवाईजर(cid:19) ब(cid:68)क/Advisory Bank State Bank of India ईएमड(cid:19) रािश/EMD Amount 500000 ईईपपीीबबीीजजीी (cid:1)(cid:1)ववववररणण /ePBG Detail एडवाइजर(cid:19) ब(cid:68)क/Advisory Bank State Bank of India ईपीबीजी (cid:59)ितशत (%)/ePBG Percentage(%) 5.00 ईपीबीजी क(cid:16) आव(cid:53)यक अविध (माह) /Duration of ePBG 26 required (Months).

(a). जेम क(cid:16) शत(cid:55) के अनुसार ईएमड(cid:19) छूट के इ(cid:94)छुक (cid:1)बडर को संबंिधत केटेगर(cid:19) के िलए (cid:1)बड के साथ वैध समिथत(cid:37) द(cid:39)तावेज़ (cid:59)(cid:39)तुत करने है। एमएसई केटेगर(cid:19) के अतं गत(cid:37) केवल व(cid:39)तुओं के िलए (cid:1)विनमात(cid:37) ा तथा सेवाओं के िलए सेवा (cid:59)दाता ईएमड(cid:19) से छूट के पा(cid:32) ह(cid:68)। (cid:95)यापा(cid:83)रय(cid:63) को इस नीित के दायरे से बाहर रखा गया है।/EMD EXEMPTION: The bidder seeking EMD exemption, must submit the valid supporting document 2 / 7for the relevant category as per GeM GTC with the bid. Under MSE category, only manufacturers for goods and Service Providers for Services are eligible for exemption from EMD. Traders are excluded from the purview of this Policy.

(b).ईएमड(cid:19) और संपादन जमानत रािश, जहां यह लागू होती है, लाभाथ(cid:96) के प(cid:47) म(cid:66) होनी चा(cid:65)हए। / EMD & Performance security should be in favour of Beneficiary, wherever it is applicable.

(c).ईएमड(cid:19) और संपादन जमानत रािश लाभाथ(cid:96) के प(cid:47) म(cid:66) होनी चा(cid:65)हए। / Earnest Money Deposit (EMD) shall also be accepted by the buyer in the form of a surety bond. ललााभभााथथ(cid:96)(cid:96) /Beneficiary :

DDO and SO Cash New Delhi, Department of Economic Affairs, Kartavya Bhawan-1, Ministry of Finance (Ddo And So Cash) बोली (cid:1)वभाजन लागू नह(cid:19)ं (cid:65)कया गया/ Bid splitting not applied. एएममआआईईआआईई अअननुपुपााललनन/MII Compliance एमआईआई अनुपालन/MII Compliance Yes

1. Years of Past Experience required: The bidder must have experience for number of years as indicated above in bid document (ending month of March prior to the bid opening) of providing similar type of services to any Central / State Govt Organization / PSU. Copies of relevant contracts / orders to be uploaded along with bid in support of having provided services during each of the Financial year.

2. Estimated Bid Value indicated above is being declared solely for the purpose of guidance on EMD amount and for determining the Eligibility Criteria related to Turn Over, Past Performance and Project / Past Experience etc.

This has no relevance or bearing on the price to be quoted by the bidders and is also not going to have any impact on bid participation. Also this is not going to be used as a criteria in determining reasonableness of quoted prices which would be determined by the buyer based on its own assessment of reasonableness and based on competitive prices received in Bid / RA process.

3. Past Experience of Similar Services: The bidder must have successfully executed/completed similar Services over the last three years i.e. the current financial year and the last three financial years(ending month of March prior to the bid opening): -

1. Three similar completed services costing not less than the amount equal to 40% (forty percent) of the estimated cost; or

2. Two similar completed services costing not less than the amount equal to 50% (fifty percent) of the estimated cost; or

3. One similar completed service costing not less than the amount equal to 80% (eighty percent) of the estimated cost. अअिितत(cid:83)(cid:83)रर(cid:97)(cid:97) ययोो(cid:98)(cid:98)ययतताा //आआवव(cid:53)(cid:53)ययकक डडेेटटाा/Additional Qualification/Data Required Number of years of experience as on date of which at least XX years should be in providing similar advisory services to Government departments, PSUs, PSBs, Municipalities and centrally funded institutions.:Three (03) years Number of XX qualified professionals in full time employment at senior level with experience in handling similar or relevant projects.:20

Scope of work to be uploaded by buyer:1780650561.pdf This Bid is based on Quality & Cost Based Selection (QCBS) . The technical qualification parameters

are :- Qualification Methodology Parameter Name Max Marks Cutoff Marks Document 3 / 7Advisory Services 100 70 View File

Total Minimum Qualifying Marks for Technical Score: 70 QCBS Weightage(Technical:Financial):70:30

Interview Venue:Office of the Director (Investment), Department of Economic Affairs, Room No.15103, 5th Floor, ‘C’ Wing, Kartavya Bhawan-1, New Delhi.

Presentation Venue:Office of the Director (Investment), Department of Economic Affairs, Room No.15103, 5th Floor, ‘C’ Wing, Kartavya Bhawan-1, New Delhi.

Financial Advisory Services - Onsite; Investment ( 1 ) ततककननीीकक(cid:16)(cid:16) (cid:1)(cid:1)ववििशश(cid:1)(cid:1)(cid:86)(cid:86)ययााँ ँ /Technical Specifications (cid:1)(cid:1)ववववररणण/ Specification ममू(cid:84)ू(cid:84)यय/ Values ककोोरर / Core Deployment Location Onsite Category of financial advisory service Investment Sub-category of Financial Advisory Services Valuation of Liabilities , As per scope of work Financial Advisory Reports Yes Frequency of Progress Report Fortnightly Financial advisor , Financial strategy expert , Banking Type of Professional/Resources required expert Qualification of Professional/Resources required As per Document Attached Certification of Professional/Resources required As per Document Attached Total Experience of Professionals / Resources (In As per Document Attached years) एएडडऑऑनन /Addon(s) Post Financial Advisory Support NA (cid:60)(cid:60)ेेतताा (cid:64)(cid:64)ाारराा ििननधधाा(cid:83)(cid:37)(cid:83)(cid:37)ररतत (cid:44)(cid:44)ययूनूनततमम ममू(cid:84)ू(cid:84)यय/Minimum Floor Price defined by Buyer (cid:60)ेता (cid:64)ारा िनधा(cid:83)(cid:37)रत (cid:44)यूनतम मू(cid:84)य/Minimum Floor Price No defined by Buyer अअिितत(cid:83)(cid:83)रर(cid:97)(cid:97) (cid:1)(cid:1)ववििशश(cid:1)(cid:1)(cid:86)(cid:86) दद(cid:39)(cid:39)ततााववेज़ेज़ /Additional Specification Documents पपररेे(cid:1)(cid:1)षषततीी//(cid:83)(cid:83)ररपपोो(cid:65)(cid:65)टट(cid:100)(cid:100)गग अअििधधककाारर(cid:19)(cid:19) /Consignees/Reporting Officer and Quantity 4 / 7पपररेे(cid:1)(cid:1)षषततीी//(cid:83)(cid:83)ररपपोो(cid:65)(cid:65)टट(cid:100)(cid:100)गग अअिितत(cid:83)(cid:83)रर(cid:97)(cid:97) आआवव(cid:53)(cid:53)ययककतताा (cid:60)(cid:60)..ससं.ं./S.N अअििधधककाारर(cid:19)(cid:19) /Consignee पपतताा/Address Quantity /Additional o.

Requirement Reporting/Officer Project / 110001,15107, Kartavya 1 Shejal Yadav Lumpsum N/A Bhawan 1, New Delhi Based /Buyer Added Bid Specific Terms and Conditions (cid:60)(cid:60)ेेतताा (cid:64)(cid:64)ाारराा जजोोड़ड़(cid:19)(cid:19) गगईई (cid:1)(cid:1)बबडड कक(cid:16)(cid:16) (cid:1)(cid:1)ववशशेषेष शशतत(cid:103)(cid:103)

1. Generic OPTION CLAUSE 25% : The buyer can increase or decrease the contract quantity or contract duration up to 25 percent at the time of issue of the contract. However, once the contract is issued, the contract quantity or contract duration can only be increased up to 25 percent. Bidders are bound to accept the revised quantity or duration.

For lumpsum-based service contracts, the buyer may increase the scope of work and contract value up to 25 percent with the consent of the service provider

2. Generic

Bidder financial standing: The bidder should not be under liquidation, court receivership or similar proceedings, should not be bankrupt. Bidder to upload undertaking to this effect with bid.

3. Buyer Added Bid Specific ATC Buyer uploaded ATC document Click here to view the file. /Disclaimer अअ(cid:39)(cid:39)ववीीककररणण The Additional Terms and Conditions (ATC) have been incorporated by the Buyer after approval of their Competent Authority. The Buyer ,is solely responsible for the impact of these clauses on the bidding process, its outcome, and consequences thereof including any restriction arising in the bidding process due to these ATCs and including the modification of technical specifications and / or terms and conditions governing the bid.All representations / grievances pertaining to the ATC clauses shall be raised with the buyer organization directly and not with GeM.If any of the clause(s) is/are incorporated by the Buyer regarding the following, the bid & resultant contract shall be treated as null & void. Further, GeM reserves the right, at its sole discretion, to cancel the bid forthwith, without issuance of any prior notice or intimation :-

1. Publishing Custom / BOQ bids for items for which regular GeM categories are available (unless such Custom / BOQ item is bunched with the major regular product Category Item).

2. Mandating procurement of / from specific Brand / Make / Model / Manufacturer / Dealer except in case of Single Bid / Proprietary Article Certificate (PAC) Buying.

3. Inclusion of disqualification criteria related to suspension of seller / service provider, where such suspension period has already expired.

4. Mandating submission of documents in physical form as a pre-requisite to qualify bidders.

5. Publishing bids on GeM for procurement of works.

6. Procurement of Goods by creating a Service bid on GeM & vice-versa.

7. Seeking sample with bid or approval of samples during bid evaluation process. However, trial / sample, as the case may be, shall be permitted in cases where trial / sample are allowed as per approved and published procurement policy of the Buyers’ controlling Ministry / Department / State / Public Sector Enterprises Headquarters. If there is any violation of trial / sample clause with regard to approved policy of the Buyers’ Ministry / Department / State / Public Sector Enterprises Headquarters, then this is to be determined and redressed by the concerned Buyer Organisation only.

8. Seeking experience from specific organization / department / institute only or from foreign / export 5 / 7experience.

9. Creating bid for items from incorrect categories.

10. Reference of conditions published on any external site or reference to external documents/clauses.

11. Asking for any Tender fee / Bid Participation fee, as the case may be.

12. Buyer added ATC Clauses which are in contravention of clauses defined in bid detail section, including specifications, EMD Detail, ePBG Detail and MII and MSE Purchase Preference sections of the bid, unless otherwise allowed by the applicable GeM GTC.

13. Any ATC clause in contravention with GeM GTC Clause 4 (xiii) (h) will be invalid. In case of multiple L1 bidders against a service bid, the buyer shall place the Contract by selection of a bidder amongst the L-1 bidders through a Random Algorithm executed by GeM system.

14. In a category based bid, adding additional items, through buyer added, additional scope of work/ additional terms and conditions/or any other document. If buyer needs more items along with the main item, the same must be added through bunching category based items or by bunching custom catalogues or bunching a BoQ with the main category based item, the same must not be done through ATC or Scope of Work.

Further, if any seller has any objection/grievance against these additional clauses or otherwise on any aspect of this bid, they can raise their representation against the same by using the Representation window provided in the bid details field in Seller dashboard after logging in as a seller. Buyer is duty bound to reply to all such representations and would not be allowed to open bids if he fails to reply to such representations.

All GeM Sellers/Service Providers shall ensure full compliance with all applicable labour laws, including the provisions, rules, schemes and guidelines under the four Labour Codes i.e. the Code on Wages, 2019; the Industrial Relations Code, 2020; the Occupational Safety, Health and Working Conditions Code, 2020; and the Code on Social Security, 2020 as and when notified and brought into force by the Government of India.

For all provisions of the Labour Codes that are pending operationalisation through rules, schemes or notifications, the corresponding provisions of the pre-existing labour enactments (such as The Minimum Wages Act, 1948, The Payment of Wages Act, 1936, The Payment of Bonus Act, 1965, The Equal Remuneration Act, 1976, The Payment of Gratuity Act, 1972, etc. and relevant State Rules) shall continue to remain applicable.

The Seller/ Service Providers shall, therefore, be responsible for ensuring compliance under:

All notified and enforceable provisions of the new Labour Codes as mentioned hereinabove; and All operative provisions of the erstwhile Labour Laws until their complete substitution.

All obligations relating to wages, social security, safety, working conditions, industrial relations etc. and any other statutory requirements shall be strictly met by the Seller/ Service Provider. Any non- compliance shall constitute a breach of the contract and shall entitle the Buyer to take appropriate action in accordance with the contract and applicable law.

This Bid is governed by the General Terms and Conditions, conditions stipulated in Bid and Service Level Agreement specific to the Service, as the case may be, as provided in the Marketplace.

However, in case of Service, if any condition specified in General Terms and Conditions is contradicted by the conditions stipulated in Service Level Agreement specific to said Service, then it will over-ride the conditions in the General Terms and Conditions.

This Bid is governed by the सामा(cid:44)य िनयम और शत(cid:103)/General Terms and Conditions, conditions stipulated in Bid and Service Level Agreement specific to this Service as provided in the Marketplace. However in case if any condition specified in सामा(cid:44)य िनयम और शत(cid:103)/General Terms and Conditions is contradicted by the conditions stipulated in Service Level Agreement, then it will over ride the conditions in the General Terms and Conditions.

जेम क(cid:16) सामा(cid:44)य शत(cid:55) के खंड 26 के संदभ (cid:37) म(cid:66) भारत के साथ भूिम सीमा साझा करने वाले देश के (cid:1)बडर से खर(cid:19)द पर (cid:59)ितबंध के संबंध म(cid:66) भारत के साथ भूिम सीमा साझा करने वाले देश का कोई भी (cid:1)बडर इस िन(cid:1)वदा म(cid:66) (cid:1)बड देने के िलए तभी पा(cid:32) होगा जब वह (cid:1)बड देने वाला स(cid:47)म (cid:59)ािधकार(cid:19) के पास पंजीकृत हो।(cid:1)बड म(cid:66) भाग लेते समय (cid:1)बडर को इसका अनुपालन करना होगा और कोई भी गलत घोषणा (cid:65)कए जाने व इसका अनुपालन न करने पर अनुबंध को त(cid:107)काल समा(cid:108) करने और कानून के अनुसार आगे क(cid:16) कानूनी कार(cid:37)वाई का आधार होगा।/In terms 6 / 7of GeM GTC clause 26 regarding Restrictions on procurement from a bidder of a country which shares a land border with India, any bidder from a country which shares a land border with India will be eligible to bid in this tender only if the bidder is registered with the Competent Authority. While participating in bid, Bidder has to undertake compliance of this and any false declaration and non-compliance of this would be a ground for immediate termination of the contract and further legal action in accordance with the laws.

---धध(cid:44)(cid:44)ययववाादद/Thank You--- 7 / 7