Annexure 3 — CONSULT_MANUAL
Original Rule Text
NO. Date Category of Assignment Consultancy Services/ Non-consultancy services Name of Officer/ Office proposing the Assignment Brief Description of Consultancy/ Non-consultancy services Proposed: Proposed Period of Engagement: Place and Nodal Officer for execution Total Estimated Cost: Estimate Name/ number: Allocation No Allocation Code No
(Refer Para 2.2.1)
1. Purpose/ Objective Statement of Services a) Description of service: b) Background of the Organisation and the Project: c) Purpose/ Objectives of the Assignment: (Highlight how the proposed procurement of services would fit in with short-term and strategic goals of Procuring Entity)
2. Service Outcome Statement - Outcomes expected from the Procurement of Services: a) Broad List of Activities/ Steps involved in achieving objectives: b) Expected Time-frame of assignment/ Duration of Engagement: c) Rough estimate of cost of Procurement of services: (including related costs to be incurred by the organization)
3. Justification for the procurement of Services - Capabilities required for carrying out the assignments: 4. Rough assessment of available in-house capabilities as compared to required capabilities: 5. Precedence and similar assignments carried out earlier in our organisation/ similar organisations 6. The eligibility and pre-qualification criteria to be met by the consultants: 7. Justification: Based on assessment of required and in-house capabilities;
a) In case of Consultancy Services: It is certified that; the hiring of consultants is justified for following reasons (Tick points applicable). Please also add a narrative justification:
i) Inadequacy of Capability or Capacity of required expertise in-house; or ii) There is internal capacity/ capability to do the job but there are consideration of economy, Speed, and efficiency in relation to additional requirement/ commitment/ usage of;
Annexure 3: Format of Procurement Proposal Procurement Proposal (Concept Paper) for Procurement of Consultancy/ Nonconsultancy services
1) Staff/ Management/ Organization; 2) Technological and Material Resources; 3) Money, and 4) Time/ Speed of execution; and iii) Also tick one or more of following: 1) The need to have qualified consultant for providing a specialized highquality service; or/ and Need for impartial advice from a consultant (acting independently from any affiliation, economic or otherwise) to avoid conflicts of interest; 2) The need for Transfer of Knowledge/ Training/ Capacity and capability building as a by-product of such engagement 3) Need to acquire information about/ Identifying and implementing new methods and systems 4) Need for planning and implementing organizational change b) In case of Other (Non-consultancy) Services: It is certified that, the procurement (outsourcing) of these services is justified for following reasons (Tick one main point below). Please also add a narrative justification:
i) An administrative policy decided by the Ministry/ Department to outsource specific (class of) services; or ii) Economy, Speed and efficiency and more effective delivery of public services relating to additional requirement/ commitment/ usage of (tick one or more below): 1) Staff/ Management/ Organization; 2) Technological and Material Resources; 3) Money, and 4) Time/ Speed of execution.
Proposing Officer Signatures/ Name/ Designation/ Department Comments and Instructions: Approving Officer Signatures/ Name/ Designation/ Department
8. In principle approval In principle approval may kindly be accorded, for further processing. Final administrative and budgetary approvals would be taken after development of Terms of Reference/ Activity Schedule and detailed estimates.