Para 8.1.2 — NONCONSULT_MANUAL

Table 2. Qualification criteria and their weightages

Sl. No. Criteria Weightage Sub-criteria Criteria Total Sub-criteria 1 Past experience of the service provider (track record) 60% • Number of years’ relevant experience • Past experience of services of similar nature • Past experience in carrying out • Services in the related sector • Services carried out in the region 20% 50% 20% 10% 2 General profile of qualification, experience, and number of key staff (not individual CVs) 25%

8.1.2. Short List of Service Providers 1. The Procuring Entity shall evaluate the service providers for shortlisting, inter-alia, based on their past experience of handling similar types of projects, strength of their manpower and financial strength of the firm. For example, it is important to find out if the firm:

(i) is a small specialised firm or a large firm with access to a pool of expertise;

(ii) has been in business for an extended period and has a track record in the field of assignment and in the region; and

(iii) has appropriate certification in in-house quality control (firm adheres to the requirement of International Organization for Standardization - ISO) as relevant to the task and has an ethics code in place. 2. It is important for the Procuring Entity to hire service providers by writing a clear Description of Service (objectives and Scope) and shortlisting criteria. 3. Finally, if the same firm is considered for concurrent service packages, the Procuring Entity shall assess the firm’s overall capacity to perform multiple contracts before including it in more than one short list. However, this needs to be pre-declared in the EoI documents. 4. The Procuring Entity may assign scores to the response of each service provider based on weightages assigned to each of the criteria in the EoI. Each criterion may be subdivided into sub-criteria, if called for. Normally, the weightages shown in Table 1 may be used for such an evaluation (this is just an indicative criterion to assist the evaluators. The criteria and their weightage may be changed as per the need of Procuring Entity).

Chapter 8: Special Types of Non-Consultancy Procurements

Sl. No. Criteria Weightage Sub-criteria Criteria Total Sub-criteria • Qualifications 30% • Relevant experience 70% 3 Overall financial strength of the service provider in terms of turnover, profitability, and cash flow (liquid assets) situation 15% Turnover figure for Last three Years. 50% Net Profit Figure for Last three years 50% Totals 100%

5. The Procuring Entity shall short list all the service providers who secure the minimum required marks (normally 75% (seventy five percent)). The minimum qualifying requirement shall be specified in the EoI document.

In EoI, simplified evaluation criteria can also be used, instead of marking schemes as mentioned above. A fail-pass, minimum benchmark in each criteria/ sub-criteria can be specified e.g. Must have past experience of at least two similar projects; key professionals must have at least seven years’ experience and must have Professional Qualification in relevant field; Firm must have a turnover of at least Rs 10 (Rupees Ten) Crores and so on. Any firm which passes these benchmarks is declared as qualified.

6. However, this exercise of scoring is not merely for disqualification of firms below a threshold, but to establish the relative strengths and weaknesses of the applicants, in order to arrive at a robust short list of qualified service providers who have the required experience and qualifications to deliver the required services at the desired level of quality.

7. The short lists shall normally comprise at least three firms (Rule 184 of GFR 2017) but not more than eight (to avoid inordinate delays in evaluation of subsequent Tender). Subsequent Tender documents would be issued only to the shortlisted service providers.

8. The evaluation committee may submit its EoI Evaluation report to CA for approval. Tender Committee format at Annexure 6 can be mutatis-mutandis used for this purpose.