Dear Sir,

Housing & Urban Development Corporation Limited (HUDCO) is a Government of India
Enterprise under the administrative control of Ministry of Urban Employment & Poverty
Alleviation.

Dehradun Regional Office, HUDCO would like to appoint Tax Consultant as per specifications and
criteria described/detailed at point No-4 below. In case, you are interested, please submit your
quotation/offer for the services listed below by 04.06.2018 at 3.00 p.m. You may please also
note the following general terms and conditions applicable in regard to submission of
quotation/offer for award of contract / empanelment by HUDCO: -

Scope of Work

Review of Monthly Account Books /Trial Balance and Verify all the vouchers in regard to
applicability of TDS/GST and correctness of head of accounts as well as filing various returns
related to :-

A. Income Tax ?etailed Scope of Work as per Annexure-I
B. Goods & Service Tax (GST) - Detailed Scope of Work as per Annexure-II
C. TDS on Public Deposit Scheme- Detailed Scope of Work as per Annexure-III

The Tax Consultant is expected to undertake the review for each month's transactions in
the first week of succeeding month and submit a report in the prescribed format duly
addressed to respective ED/GM (General Accounts Section) at HO by 10th of every month.

The Tax consultant shall be required to depute at least one paid assistant (qualified/semi
qualified) with thorough knowledge of Income Tax & GST for providing necessary
assistance /guidance and support in maintaining various documents/reports as well as
filing of all returns (TDS and GST) as per applicable norms on requirement basis.

Selection Procedure:
The appointment of Tax Consultant shall be done in two phases:-
1. Firms shall be short listed on the basis of Technical Bid
2. After short listing of firms on the basis of technical bid, financial bid shall be
considered from the short listed firms.

Terms and Conditions

1. The services would be provided to Dehradun Regional Office, Housing & Urban
Development Corporation Limited, (HUDCO), II-Floor, 74/1, GMVN Building, Rajpur
Road, Dehradun -248001 as well as any other location/office falling within the
jurisdiction of Hudco, Dehradun
2. Quotation can be sent by post or deposited in tender box available at Reception in
HUDCO office.

3. Quotation should be sent in 2 sealed envelopes Quotation should be sent in two
sealed envelopes separately placed together in one sealed envelope, as per the
details given below:-
i) First envelope super scribing on top "Expression of Interest for Appointment
of Tax Consultant -Technical Bid " which must display clearly our reference
number, closing date and time to be mentioned on the envelope with name of
firm, telephone number and full address. The technical Bid should highlight the
firm's detailed profile including the firm's name, address, date of establishment,
detailed profile of partners and brief details of paid CAs ,/associates/support
staff, clientele (PSUs, Banks, other companies) experience in handling work of
PSUs. The technical bid should be submitted along-with requisite details and
supporting documents in the prescribed performa at Annexure-A.

ii) The second envelope super scribing on top "Expression of Interest for
Appointment of Tax Consultant -Financial Bid" should contain minimum rates
for the activities to be covered as per the scope of work indicated above. GST/tax
if applicable should be clearly indicated separately. Financial bid should be given
as per the Performa enclosed as Annexure- B.

4. The Minimum Eligibility Criteria required for consideration for appointment are as
under:-

A. Tax Consultant should be a Chartered Accountant Firm having at least 5 years
experience in providing service in regard to Direct Tax and Indirect Tax.(Copy
of work orders for minimum 5 distinct financial years as a proof of handling
tax consultancy work .
B. Consultant firm should have at least two years' experience out of last five
years in handling TDS/ Service Tax related work including filing of
TDS/Service Tax return in respect of Public Sector Undertakings.(Copy of work
order from PSU clients (for minimum 2 distinct financial years out of last five
financial -years) TDS/ Service Tax related work including filing of TDS/Service
Tax return.)
C. Consultant should be presently handling GST related work in at least one Public
Sector Undertaking.(Copy of work order from any one PSU client regarding
ongoing GST related work assignment including filing of GST return.)
D. Consultant should have minimum three numbers of partners, minimum five
numbers of paid assistants (semi qualified/qualified) and other employed
staff.(Details of partners/their profile , paid CAs ,assistants and other employed
staff and firm's clientele (particularly Public Sector Companies' clientele).
E. Consultant should have Local Office in Dehradun having minimum five
working staff (including one partner).(Copy of latest certificate of firm's
registration and name/list of partner and working staff in Dehradun may be
provided)

5. The upper ceiling prescribed by Hudco for tax consultancy as per the detailed scope
of work indicated at Annexure-I,II & III is Rs.10000/- p.m excluding GST. The rates
quoted should be in accordance to the estimated fee prescribed in the NIT based
upon scope & volume of work.

6. The period of validity of quotations for acceptance should be for one year from the
date of order/empanelment. Hudco shall not entertain requests for escalation in
cost/ price on account of any reasons during the period of validity of quotation.
 7. Any modification in offer after the opening date will not be considered.

8. Bidder, before submitting quotations, should clearly understand Hudco's
requirement and, in case, any information/ clarification is required, he/she may visit
Hudco Regional Office during the working days (Monday to Friday between 10 a.m.
to 6 p.m. It may be noted that no clarification/ information after closure of the last
date of receipt of quotation, would be entertained.

9. Quotation, received late, will not be considered. HUDCO will not be responsible for
any postal delay.

10. Quotation will be opened on 04.06.2018 HUDCO office (at the address given in Point
no.1) at 3.30 p.m. Evaluation of technical bids shall be done based on consultant's
ability to perform the assignment work and inspection of their office, as per the
discretion of the tender committee , so as to establish the fact that the Consultant has
proper local office. The Financial Bid of short listed firms on the basis of Technical Bid
shall be opened on 05.06.2018 at 3.30 p.m. Financial Bid shall be opened and
considered only from those parties who fulfill the Hudco's criteria as specified in the
Technical Bid and have adequate experience /staff strength and reputation in
handling tax consultancy of its clients especially Public Sector Undertakings).

11. HUDCO reserves the right to accept or reject any or all quotations without assigning
any reason.

12. The engagement of Tax Consultant shall be generally for a period of three years.
However, the appointment shall be renewed on yearly basis based on the satisfactory
performance in the previous year with the approval of Hudco's Head Office. Further,
Head Office of Hudco has the right to replace a consultant if it is found that the
reporting/verification/tax return filing work is not of required standard.

13. The quarterly payment shall be made @80% of the fees due and balance 20% shall
be released after audit of annual accounts by Statutory Auditors and Issuance of Tax
Audit Report. The payment shall be released to the firm based on support provided
as per the scope of work.

Thanking You,

Yours faithfully
For & on behalf of HUDCO

(A.K. Lalwani)
(DGM-Finance)
 Annexure-I

A. INCOME TAX

1. Verification of all Income Heads to ensure booking of income on gross basis and booking
of TDS on income to appropriate head of accounts.

2. Appropriateness of deduction of TDS from salary in reference to Savings & Investments,
Income from House Properties submitted by employees. As well as from payments in
compliance of the provisions of the Income Tax Act. Verify timely payment of TDS amount
to appropriate authorities. Review the correctness of the TDS returns before these are
field with the appropriate authorities. Verify from Income Tax site that the tax payments
has been properly accounted for with Income Tax Authorities .

3. To advise and to assist in the preparation of Form16 and 12 BA in regard to salaries.

4. To advise and to assist in all TDS related issues.

5. To verify the segregation of all the expense heads in regard to deductibility/non-
deductibility of TDS.

6. To verify that TDS has been deducted and deposited specifically in regard to Medical Bill
payments to non-exempted hospital under Income Tax Act.

7. To verify that necessary accounting entries and payments to Income Tax Authorities have
been made in time.

8. Facilitation in downloading of all TDS certificates from NSDL within the prescribed time
and verifying the same.

9. To attend to all communications, notices of the Tax Authorities and to appear on all
hearings before Tax Authorities.

10. Facilitation in preparation of quarterly TDS returns and uploading of the same with the
NSDL. Also ensuring that TDS deducted and deposited under appropriate section.

11. Filing of correctness statement/Rectification of TDS Returns already filed, if required.

12. Other Tax related issues consequent to amendments in Income Tax Act, 1961.

13. Verify that all the provisions of Income Tax Act and related circulars issued by Head Office
are complied with.
14. Compilation of information and preparation of Form 3CD in the prescribed format at the
yearend along with all the annexure required by Head Office/Tax Authorities at the time
of compilation of Tax Audit Report at Head Office.

15. Facilitation in settlement of Audit Queries, if any raised by Internal Auditors/Statutory
Auditors.
 Annexure-II

B. GOODS AND SERVICE TAX (GST)

1. Verify the statement /Ledgers in regard to GST paid by RO on input services, GST collected
on output services, GST payable under Reverse Charge , adjustment of GST on input service
as per eligibility and GST payable on output services . Also verify its booking under
appropriate GL A/c.

2. Verify that invoices have been raised as per applicable provision under GST in r/o output
services/services covered under RCM.

3. Verify that Regional Officers are taking Input Tax Credit as per applicable provision of GST
Act/Rules at the time of making monthly payments with the appropriate authorities.

4. To verify that necessary accounting entries to GST authorities have been made in time.

5. To facilitate in preparation , checking, timely filing of monthly GST returns as applicable
with the concerned authorities and verification of reconciliation of GST return with the
financial data available in GSTN.

6. To provide guidance in regard to correction in regard to the data already incorporated in
earlier GST return.

7. Facilitation in amendment of GST Registration required ,if any.

8. To provide guidance In regard to show cause notice /order if any received from the Service
Tax/GST authorities.

9. Confirmation in respect of the compliance of various circulars/instructions issued by
various authorities/ Head Office in regard to GST from time to time.

10. Any other work/verification related to GST to be dealt with by Hudco in compliance with
the provisions of GST Act.

11. To conform that all the applicable provisions of GST Act are complied with and bills are
raised within the prescribed time as per GST Act and the same are accounted for in books of
accounts properly.

12. Facilitation in settlement of Audit Queries , if any raised by Internal Auditors/Statutory
Auditors.
 Annexure-III

C. TDS ON PUBLIC DEPOSIT SCHEME

Review/Verification of TDS matters as follows:-

1. Form No. 15H/15G received from depositors are deposited with Income Tax department by
7th of succeeding month and the same is included in TDS Return.

2. Tax deducted at source against interest on deposits and brokerage paid on deposits is
deposited with Income Tax department by 7th of succeeding month.

3. TDS on interest and brokerage is deducted at appropriate rates as applicable for that
financial year.

4. The section under which TDS is deducted against interest on deposits i.e. Section 194-A and
the Section under which TDS is deducted against brokerage paid on deposits i.e. Section
194-H is correctly filled up in the TDS challans deposited with the I.T. Department.

5. The details of Assessment Year are correctly filled up in challans deposited with I.T.
Department.

6. Facilitations in preparation of quarterly TDS Returns and uploading of the same with the
NSDL for every quarter by 15th of the month succeeding the quarter incorporating the
details of total taxable interest viz. details of Form 15 H/15-G and exemption certificates
submitted by the depositors.

7. To advise and assist in all TDS related issues pertaining to Public Deposit Scheme.

8. To verify the segregation of all the expenses heads in regard to deductibility/non-
deductibility of TDS.

9. Facilitation in downloading of all TDS certificates from NSDL and verifying the same.

10. To attend to all communications, notices of the Tax Authorities and to appear on all
hearings before Tax Authorities.

11. Filing of correction statement/Rectification of TDS Returns already filed ,if required.

12. Other Tax related issues consequent to amendments in Income Tax Act.

13. Facilitation in settlement of Audit Queries , if any raised by Internal Auditors/Statutory
Auditors.
 ANNEXURE-A

Offer for appointment of Tax Consultant in HUDCO Regional Office, Dehradun
Technical Bid
1. a) Name and address of the Firm & its Main :
proprietors/partners
b) Address of office at Dehradun.
2. Year of establishment :

3. Registration No. :
(enclose copy of Registration)
4. Names & Detailed Profile of Partners :

5. GST registration no. :

6. PAN No. :

7. Performance certificate :
(enclose copies)
8. List of clients (Attach Separate Sheet) : Nature Period
9. a) No. of Partners (Minimum three) :

b) No. of Paid Assistants {qualified (CA/CMA)/ semi
qualified(CA/CMA-inter)}-(minimum five)
c) No. of other supporting /employed Staff.

10. Name/list of Partner and working staff available at
Local Office (at Dehradun)-(minimum one
partner and 5 working staff )
11. Experience in providing service in regard to Direct : Year Name of Client
Tax and Indirect Tax (minimum five years).Kindly
enclose list/copies of work order for minimum
five distinct financial years)
12. Experience in handling TDS/ Service Tax related Year Name of PSU Client
work including filing of TDS/Service Tax Return in
respect of Public Sector Undertakings. (at least
two years out of last five years). Kindly enclose
list/copies of work order for PSU clients for
minimum two distinct financial years
13. CA Firm should be presently handling GST related Name of PSU Client
work in at least one Public Sector Undertaking.
Kindly enclose copy of work order.
No. of enclosures :

Date : Signature :
Name of Authorized Person :
Name of CA Firm :
Seal
 Annexure-B

Financial Bid for Appointment of Tax Consultant

S. Certification
Activities
No Charges (Rs.)

1 Income Tax

2 Goods & Service Tax

3 TDS on Public Deposit Scheme

A Total Fee

B GST /Other Taxes

Total Certification Fee (A+B)

Note: 1. The Total Certification Fee should not exceed the upper limit as prescribed at
Point 5 of the tender document and should be in accordance to the estimated
tender value of NIT.