News shortcuts: From the Courts | News Headlines | VAT (Value Added Tax) | Placements & Empanelment | Various Acts & Rules | Latest Circulars | New Forms | Forex | Auditing | Direct Tax | Customs and Excise | ICAI | Corporate Law | Markets | Students | General | Mergers and Acquisitions | Continuing Prof. Edu. | Budget Extravaganza | Transfer Pricing | GST - Goods and Services Tax
Tenders »
 Institute Of Chartered Accountants Of India,Multi Location, Multi State
 Indian Institute Of Science Education And Research,kolkata,West Bengal
 Jammu And Kashmir State Power Development Corporation Limited, Srinagar, Jammu And Kashmir
 Reserve Bank Of India,Kanpur
 Haryana Power Generation Corporation Limited,Panchkula, Haryana
 Indira Gandhi Institute Of Development Research, Mumbai, Maharashtra
 Panchayat And Rural Development Department,Raipur,Chhattisgarh
 Jharkhand Rural Health Mission Society,Ranchi,Jharkhand
 Ujjain Sahakari Dugdha Sangh,Ujjain,Madhya Pradesh
 Health And Family Welfare Department,Shillong,Meghalaya
 National Institute Of Fashion Technology,New Delhi
  Airports Authority Of India, Delhi
 Food Civil Supplies and Consumer Affairs Department, Mumbai, Maharashtra
  Health And Family Welfare Department, New Delhi, Delhi
 NABARD Consultancy Services Private Limited (NABCONS)

Indira Gandhi Institute Of Development Research, Mumbai, Maharashtra
July, 08th 2019
   INDIRA GANDHI INSTITUTE OF DEVELOPMENT RESEARCH
               GOREGAON (EAST), MUMBAI




  Call for Expression of Interest (EoI) from Chartered Accountant Firms

                                    For

    Taxation services related to Income Tax, GST, 15CA/CB, Utilization
   certificate and advisory services on matters related to FCRA projects /
                               accounts & audit




     INDIRA GANDHI INSTITUTE OF DEVELOPMENT RESEARCH
__________________________________________________________________
                                  ______
  Gen. A.K. Vaidya Marg, Film city Road, Santosh Nagar, Goregaon (EAST),
                             MUMBAI-400065.
          TELEPHONE: 022 2841 6200/584. FAX: 022 2841 6399.
            INDIRA GANDHI INSTITUTE OF DEVELOPMENT RESEARCH, MUMBAI


                                            Notice Inviting EoI


"NAME OF THE SERVICES: "Taxation services related to Income Tax, GST, 15CA/CB, Utilization
 certificate and advisory services on matters related to FCRA projects / accounts & audit" for
 INDIRA GANDHI INSTITUTE OF DEVELOPMENT RESEARCH, GOREGAON, MUMBAI ­ 400
 065."


1. REGISTRAR, IGIDR MUMBAI invites bids from Chartered Accountant Firms of repute for the
  following Services:


                                                   Estimated             EMD (Rs.)
                                                                                          Period of
                 Name of Service                 Contract Value
                                                                                          Contract
                                                      (Rs.)
                        (1)                             (2)                     (3)             (4)
         Taxation services related to
         Income Tax, GST, 15CA/CB,                                                     One year from
         Utilization certificate and             INR 5,80,000/-                          the date of
                                                                        INR 12000/-
         advisory services on matters              (With GST)                           awarding the
         related to FCRA projects /                                                        contract
         accounts & audit.


     The sealed tenders are being invited for the above mentioned Services. IGIDR MUMBAI reserves its
     right to award the contract for above services to the successful bidder.


 2. Applicant has to deposit Earnest Money of Rs.12,000.00 (Rupees Twelve Thousand only) in the
     form of    Demand Draft/ Pay order drawn in favour of " INDIRA GANDHI INSTITUTE OF
     DEVELOPMENT RESEARCH, MUMBAI" should be enclosed in the separate envelope submitted
     along with Pre-qualification bid envelope. Bank guarantee is also accepted.


 3. The EoI in sealed envelope, supported by prescribed annexure; Pre-qualification bid & financial bid
     shall be placed in separate sealed envelopes each marked as "Envelope-1: EMD, "Envelope-2: Pre-
     Qualification/Technical Bid" & "Envelope-3: Financial bid" respectively. All envelopes shall be
     submitted together in another sealed envelope superscripted as "EoI for Taxation services related to
     Income Tax, GST, 15CA/CB, Utilization certificate and advisory services on matters related to
     FCRA projects / accounts & audit". The bids will be received up to 4:00 PM on 10th July 2019.
     Each copy of the tender document under their full signature whether it is original or duplicate copy. A
     duplicate copy of tender has to be submitted too along with the main tender. No tender will be
     accepted after 4:00 PM on 10th July 2019 under any circumstances whatsoever.

4.   The envelopes Marked "EMD & Pre-qualification Bid" shall be opened by REGISTRAR or his
     authorized representatives in his office on the same day at 5:00 PM. Financial bid will be opened for
     the Pre-qualified bidders only. The date of opening of price bid shall be informed by institute later on.

5.   The institute reserves the right to reject any prospective application without assigning any reasons
     and to restrict the list of qualified consultant to any number deemed suitable by it, if too many bids
     are received satisfying the laid down criterion.

6.   Before quoting the rates, consultant may visit the Institute before the last of submission of bid to
     understand themselves about the nature and scope of the Services.


                                                                                                REGISTRAR
                                              SECTION `A'
                                              Letter of Offer


                                                                                 Date ___________
The Registrar,

Indira Gandhi Institute of Development Research,

Gen. A.K. Vaidya Marg, Film city Road,

Goregaon (East), Mumbai- 400065.



Subject: "EoI for Taxation services related to Income Tax, GST, 15CA/CB, Utilization certificate
and advisory services on matters related to FCRA projects / accounts & audit" for IGIDR Mumbai.

Reference: Tender Advertisement No IGIDR/Accounts/Tender-1 dated 19.06.2019

Dear Sir,

With respect to your above mentioned call for EoI, I / We hereby submit my / our tender in the required
format along with Company Profile and supporting documents.

Should this EoI be accepted, I/We hereby agree to abide by and fulfill the terms and provisions of the said
Conditions of Contract annexed hereto so far as they may be applicable or in default thereof to forfeit the
EMD and pay to the IGIDR the amount mentioned in the said Conditions.

I/We have deposited a sum of Rupees Twelve thousand only as an earnest money to the IGIDR, which
will not bear any interest. Should I/We fail to execute the contract when called upon to do so. I/We do
hereby agree that this sum shall be forfeited by me/us to the IGIDR.

I / We have carefully gone through the terms and conditions prescribed and I / We accept the same in to
without any alterations / modifications.

Yours faithfully,

Signature



Name & seal of Consulting

Agency/firm/company
                                            S E C T I O N `B'


                            GENERAL INSTRUCTIONS TO BIDDERS


Sealed EoI bids in duplicate should be addressed to The Registrar, Indira Gandhi Institute of
Development Research, Goregaon (East), Mumbai-400065 (By name) and superscripted "EoI for
Taxation services related to Income Tax, GST, 15CA/CB, Utilization certificate and advisory
services on matters related to FCRA projects / accounts & audit" for               IGIDR, Goregaon (E),
Mumbai-400065.



   1. Applicant has to deposit Earnest Money of Rs.12,000.00 (Rupees Twelve Thousand only) in the
       form of Demand Draft/Pay order drawn in favour of "INDIRA GANDHI INSTITUTE OF
       DEVELOPMENT RESEARCH, MUMBAI" should be enclosed in the separate envelope
       submitted along with Pre-qualification bid envelope. Bank guarantee is also accepted.






   2. The sealed bids in two bid system, supported by prescribed annexure; Pre-qualification/Technical
       bid & financial bid shall be placed in separate sealed envelopes each marked as "Envelope-1:
       EMD, "Envelope-2: Pre-qualification and Technical Bid" & "Envelope-3: Financial bid"
       respectively. All envelopes shall be submitted together in another sealed envelope superscripted
       as "EoI for Taxation services related to Income Tax, GST, 15CA/CB, Utilization certificate
       and advisory services on matters related to FCRA projects / accounts & audit. " at IGIDR.
       The bids will be received up to 2:00 PM on 10th July 2019. Each copy of the tender document
       under their full signature whether it is original or duplicate copy. A duplicate copy of tender has
       to be submitted too along with the main tender. No tender will be accepted after 2:00 PM on 10th
       July 2019 under any circumstances whatsoever.

   3. The EoI shall be submitted in a sealed envelope duly filled signed and stamped on each page. The
       tender shall be submitted in the office of the Registrar Indira Gandhi Institute of Development
       Research on or before 4:00 pm on the stipulated date and will be opened on the day at the office
       of Registrar Indira Gandhi Institute of Development Research, Goregaon, Mumbai. The
       consultant or their representatives shall choose to remain present at the time if they so desire.

   4. The envelopes Marked "EMD & Pre-qualification Bid" shall be opened by REGISTRAR or his
       authorized representatives in his office on the same day at 5:00 PM. Financial bid will be opened
       for the Pre-qualified bidders only. The date of opening of price bid shall be informed by institute
       later on.
5. EoI bid shall remain valid for acceptance by the Institute for a period of Three months from the
     date of opening of the bid and which period may further be extended by mutual agreement and
     the bidder shall not cancel or withdraw the tender during this period.

6. The bidder must use only the bid forms issued by the Institute to fill in the rates. Any
     addition/alteration in the text of the tender form made by the bidder shall not be valid and shall be
     treated as null and void.

7.   The tender form must be filled in English and all entries must be made by hand and written in
     ink. If any of the documents is missing or unsigned, the tender may be considered invalid by the
     Institute in its discretion.

8. Rates should be quoted both in figures and in words in columns specified. All erasures and
     alterations made while filling the bid must be attested by initials of the consultant. Overwriting of
     figures is not permitted. Failure to comply with either of these conditions will render the tender
     void at the Institute's option. No advice whatsoever especially on any change in rate
     specifications after the opening of the tender will be entertained.

9. Each Page of the bid document should be signed by the person or persons submitting the tender in
     token of his/their having acquainted himself/themselves with the General Conditions of contract.
     General specifications, Special Conditions, etc. as laid down. Any tender with any of the
     documents not so signed will be rejected.

10. The EoI submitted on behalf of a firm shall be signed by all the partners of the firm or by a
     partner who has the necessary authority on behalf of the firm to enter into the proposed contract
     or by a person holding the power of attorney in the case of a company. Otherwise the tender may
     be rejected by the Institute.

11. EoI incomplete in any form will be rejected outright; conditional offers will not be accepted.

12. No bidder will be allowed to withdraw after submission of the tender; otherwise the EMD
     submitted by the bidder would stand forfeited. In case, the successful bidder decline the offer of
     contract (or refuse to acknowledge or execute the contract/agreement within 15 days of award of
     Services), for what so-ever reasons, their EMD will be forfeited.

13. Indira Gandhi Institute of Development Research (IGIDR) does not bind itself to accept the
     lowest or any bid and reserves to itself the right to accept or reject any or all the tenders, either in
     whole or in part, without assigning any reasons for doing so. The institute also reserves the right
     to divide the order between two or more tender and the consultant shall carry out even the part
     orders for various items.
 14. IGIDR reserves the right to sub-divide the Services mentioned in the tender, amongst two or
      more consultants at its own discretion and the Consultant will have to execute orders for part of
      the items placed with them at the quoted rates. The institute also reserves the right to increase or
      decrease the quantities and even omit any item of Services after the order is placed, the consultant
      shall execute the same without claiming anything extra for the same. In this context the rates
      quoted for each item must be self-supporting and relevant.

 15. EVALUATION OF THE BIDS: The Bids will be evaluated by a Committee appointed by the
      Institute. The detailed evaluation method for Prequalification-cum-Technical and Financial bids
      is specified below. The technical and financial bids are given weight age of 50 and 50
      respectively.

                               Technical and Financial Evaluation Criteria
  1      Experience of the Firm                                                                      50

(a)      Firm's Existence in years after its registration
         For 5 Years 5(five) marks and 1(one) extra mark for every additional completed              10
         year and maximum 10 marks.
(b)      Turnover (maximum 5 marks)                                                                  5

         Firm having Average Annual Turnover during the last three years                    5

         Above 25 lakh and upto 50 lakh : 3 marks

         Above 50 lakh : 5 marks
(c)      Experience for similar Services                                                             35

           i.   Minimum five year for similar Services in any                              10
                a. Educational institutes like IITs/NITs/universities/ autonomous
                      institutes/Institutions under Bombay Trust Act: 10 marks (2
                      marks for each year)
                b. other organization and corporates: 5 marks (1 mark for each
                      year )

          ii.During the last five years' experience in Filing of Annual Income Tax
                Returns & e-TDS Returns filing

            a. for atleast five organization : 5 marks                                      5
            b. for atleast four organization : 4 marks:

            c. for atleast three organization : 3 marks
            iii.Experience in appearing for income tax hearings and appeal.                     5


            iv. Two year experience in filing GST returns and advisory services in any
                                                                                                5
                   organization for atleast two different organizations.


             v. Minimum three years in FCRA audit & Returns Preparation                         5

            vi. Minimum one year experience for GST audit in any two organizations.             5

   02       Total Technical Score                                                                       50

   03       Score on financial Proposal*                                                                50

            Grand Total (02+03)                                                                        100

  * Formula for calculation of Financial Proposal
  The technically evaluated and accepted proposal with least financial cost (i.e. L1) will be assigned a score
  of 50. The score of other technically accepted firms will be evaluated as per following formula:
  = (L1 amount) X (50) / (Financial amount of bid being evaluated)


     Note: The firm having technical score of less than 25 will be rejected. The firm having maximum
     total score i.e. technical score plus financial score will be selected for the award of Services.
     However, a panel of two firms according to their scores will be shortlisted. In case of any firm
     fails to complete the assigned Services the Institute may assign the Services to the next bidder as
     given in the panel.


16. On receipt of intimation from the IGIDR of the acceptance of his/their tender, the successful
     vendor/consultant shall be bound to sign the formal Contract and within seven days thereof, the
     successful vendor/consultant shall sign an agreement in accordance with the draft agreement and the
     Schedule of Conditions but the written acceptance by Indira Gandhi Institute of Development
     Research and the Consultant so, whether such formal agreement is or is not subsequently executed.
     The cost of necessary Stamp paper for execution of the agreement shall be borne by the successful
     vendor/consultant.



17. The intending bidder can obtain any clarifications regarding the tender document, scope of Services
     etc. if any from the Office of Indira Gandhi Institute of Development Research, Goregaon, Mumbai-
     400 065 before the last date of submission of bids.
I/We hereby declare that I/we have read and understood the above instructions and the same will
remain binding upon me/us.




Place :                                                        Signature of Bidder
                                                       With the seal of their company
Date :
                                                SECTION `C'
                                       INFORMATION FOR BIDDERS

 Background :

 Indira Gandhi Institute of Development Research (IGIDR) is an advanced research institute
 established and fully funded by the Reserve Bank of India for carrying out research on development
 issues from a multi-disciplinary point of view. Subsequently, the Institute was recognized as a Deemed
 University under Section 3 of the UGC Act. Starting as a purely research institution, it rapidly
 developed into a full-fledged teaching cum research organization. IGIDR offers academic programmes
 like M.Sc, M.Phil and Ph.D in Economics.

 IGIDR is maintaining its accounts as per Bombay Trust Act and on Accrual Basis following the
 applicable Accounting Standards. The Institute is substantially financed by RBI. Funds are also
 received from various sponsoring agency from India and abroad for carrying out research projects.
 IGIDR is a FCRA registered institution for carrying out foreign sponsored projects.


 Following information may be useful for the bidders while assessing the volume:


Particulars                                                            Appx. Values/Numbers


Total Receipt for the year (2017-18)                                                           185.39 Lakh
Total expenditure for the year (2017-18)                                                     2,938.94 Lakh
No. of Employee 2017-18                                                                               59.00
as on 31.03.2018 except project employee
No. of Students                                                                                     129.00
24Q Returns filed for number of employees (2017-18)                                                 240.00
Approx 70*4 quarters
26Q Returns filed for number of vendors (2017-18)                                                   280.00
Approx 70*4 quarters
Filing of GST/ WCT returns etc.
Number of Research Projects 2017-18                                                                   36.00
                                                 SECTION `D'
                                         TERMS AND CONDITIONS


Upon the declaration of an intending consultant/bidder to be the Successful Bidder by the Institute, they
shall be subject to the following terms and conditions that shall form part of the Formal Contract to be
executed with the Institute.

    1. The CA Firm shall carry out all the Services strictly in accordance with scope of Services.

    2. In all matters of dispute arising on the Services, the matter shall be referred to The Registrar,
        Indira Gandhi Institute of Development Research, Goregaon for a decision.

    3. Arbitration clause: In the event that the Successful Bidder is not satisfied by the decision of the
        Registrar, Indira Gandhi Institute of Development Research, the dispute shall be settled by
        arbitration in accordance with the provisions of arbitration and conciliation act, 1996 or any
        enactment thereof. The Arbitral Tribunal shall consist of one arbitrator, to be appointed by the
        Institute. The place of arbitration shall be Mumbai and any award whether interim or final, shall
        be made, and shall be deemed for all purposes between the parties to be made in Mumbai. The
        arbitration proceedings shall be conducted in the English language and any award or awards shall
        be rendered in the English language. The procedural law of the arbitration shall be the Indian law.
        The award of the arbitral tribunal shall be final, conclusive and binding upon the Successful
        Bidder and the Institute.

        carelessness, accident or any other case whatever in any way connected with the carrying out of
        the contract.

    4. Performance Security Deposit:

        The successful bidder will have to deposit a Performance Security Deposit of INR 50,000.00,
        subject to the revision at the time of placing the Services order, within 15 days of the receipt of
        the formal order. The performance security will be furnished in the form of an account payee
        Demand Draft or Bank Guarantee from a commercial bank drawn in favour of "Indira Gandhi
        Institute of Development Research, Mumbai" payable at Mumbai. The performance security
        should remain valid for a period of 60 days beyond the date of completion of all the contractual
        obligations of the service provider. In case of further extension of the contract the Bank
        Guarantee will also to be renewed accordingly on yearly basis.This deposit shall be forfeited in
        case the consultant, who fails to discharge its duties/commitments or whose contract is terminated
        pre-maturely.
5. Payment Terms:

i.   The payment during the entire contract period shall be made in accordance with the financial bid
     submitted by the selected bidder and accepted by the Institute. No price variation would be
     allowed during the contract period. The financial price quoted by the contracting firm shall be
     final.
ii. Any increase in statutory taxes during the contract period will be borne by the Institute.
iii. TDS under Income tax will be deducted at applicable rates.
iv. Billing shall be done on prorate basis on completion of services for monthly/quarterly/annually
     and payment will be processed accordingly.
6. Tenure of Contract:

     Initially the contract period shall be one year from date of award of contract, however it can be
     extended for further 02 years based on review of performance of consultant on yearly basis on the
     same rates, terms & conditions, if performance found satisfactory.

     Notwithstanding anything contained herein above, the Institute reserves the right to discontinue
     the services of Chartered Accountant firm in the event their services are evaluated as
     unsatisfactory at any time during the period

7. Forfeit of Security Deposit:

     In the event of any breach of any of the terms & conditions of the contract or bidder neglects,
     delays or fails to perform the contract, IGIDR reserves right to forfeit the security deposit. The
     security deposit shall not bear any interest.

8. Termination Clause:
     If the service provider:
     (a) Fails to comply with a notice issued by the institute within 28 days
     (b) Abandons or repudiates the Contract.
     (c) Without reasonable excuse fails:
     - To commence the Services in accordance with Letter of Acceptance, the Formal Contract and
     the terms and conditions as set out in this Tender
     - To proceed with the Services in accordance with the agreed terms, conditions and subsequent
     directions
     (d) Becomes bankrupt or insolvent, or goes into liquidation.
     (e) Assigns the Contract or Subcontracts the Services without the required consent.
Then the Institute may, after having given 14 days' notice to the Consultant, terminate the Contract
he Contract. The consultant shall not be released from any of his obligations or liabilities under the
Contract.


9. Payment after Termination
After termination, the Institute shall not be liable to make any further payments to the consultant until
the costs of execution, completion and damages (if any), and all other costs incurred by the
consultant, and the Institute have been established.


I/We hereby declare that I/we have read and understood the above terms and conditions that form part
of the Formal Contract to be executed between I/us and the Institute. The same shall be binding upon
me/us upon being declared as the Successful Bidder.




Place :                                                                Signature of consultant
                                                              With the seal of their company
Date :
                                              SECTION `E'
                                 PRE-QUALIFICATION CRITERIA


           Minimum Qualification Documents to be submitted by Bidder along with qualification
           Bid:

The bids of those firms only will be considered which satisfy the following eligibility criteria:

i.     The Chartered Accountant (CA) firm should have copy of Registration issued by Registrar of
       Companies/Registrar of partnership/ The Institute of Chartered Accountants of India (ICAI) as
       applicable.

ii.     The Chartered Accountant Firm should be registered with The Institute of Chartered
       Accountants of India (ICAI).

iii.   The Firm should be empanelled with the Comptroller and Auditor General of India (C&AG).

iv.    The CA firms should have Income Tax Permanent Account Number (PAN) and GST
       Registration,

v.     The Firm should have been in operation for at least 5 years after its registration.

vi.    The Average Annual Turnover of the Firm in the last 3 financial years i.e. (2015-16, 2016-17 and
       2017-18) must be equal to or more than Twenty Five lakhs (25 lakhs). The bidder will submit the
       audited balance sheet, financial statements and P & L account of last 3 financial years with
       positive net worth in each year duly certified by CA.

vii.   The bidder should have following experience as detailed below

       A. Minimum five year for similar services in any

           a. Educational institutes like IITs/NITs/ /universities/ Autonomous institutes/Institutions
                under Bombay Trust Account

           b. other organization and corporates

       B. During the last five years in Filing of Annual Income Tax Returns & e-TDS Returns filing

           a. for atleast five organization
               b. for atleast four organization

               c. for atleast three organization

            C. Experience in appearing for income tax hearings and appeal.

            D. Two year in filing GST returns and advisory services in any organization for at least two
               different organizations.

            E. Minimum three years in FCRA audit & Returns Preparation

            F. Minimum one year experience for GST audit in any two organizations.

            G. Minimum one year experience for GST audit in any two organizations.

            H. (Copy of Services orders/completion certificates to be submitted).

viii.       List of clients and copy of certificate of appreciation if any.

ix.         Either the Registered Office or one of the Branch Offices of the bidder should be located in the
            district of Greater Mumbai, Navi Mumbai and Thane.


Bidders must submit documentary proof in support of meeting each of the above minimum qualification
criteria. A simple undertaking by the bidder for any of the stated criteria will not suffice the purpose. All
documentary proof must be listed on the letter pad of the company and enclosed in a cover, to be
submitted along with the qualification bid (Envelope-1) duly stamped and signed by the authorized person
of the agency.


PRE-QUALIFICATION CRITERIA


      Sl.      Particulars                                               Details (mention annexure for supporting
      No.                                                                               attached)
      1.       Office Address of the firm

              Name      and    address       of the
              authorized official


               Telephone No/Mobile: E-mail:
2.   The    CA Firm           should    be           Registered with
     registered with the Institute of                ICAI, then
     Chartered         Accountants      of           mention
     India (ICAI) and must possess permanent         Registration
     account number (PAN) under Income Tax           Number (Date of
     and registration under GST.                     Registration No.)
                                                     PAN of the CA
     (Provide copies of all
                                                     Firm
     registration certificates)
                                                     GST
                                                     Registration
                                                     No.
3.   The    CA Firm        should       be           Empanelment
     empanelled with Comptroller and Auditor         Number
     General of India




4.   The CA Firm should be in operation for at       Year of
     least 5 years after its registration (Provide   Registration/
     necessary evidence)                             Starting of
                                                     operation

                                                      Nos. of years in
                                                      operation after
                                                      registration          (in
     (C&AG)          (Provide copy of all
                                                      years)
     necessary evidence)
5.   Average Annual Turnover of the CA Firm
     for the last 3 (three) years i.e. (2015-16 &
     2016-17 2017-18)         must be equal to or    ..............................................................................................
     greater than INR 25 lakh (Twenty five           Average Annual turnover of the CA Firm in last 3
     Lakhs) [Provide copies of the Audited           (three) years ending on 31st March, 2018)
     Financial Statements for all the 3 (Three)      Rs (in figure) ........................................................................
     years upto 31st March, 2018 along with
     documents as per annexure-B
                                                     Rs. (in words)
                                                     ...........................................................
                                                     .........
    6         Experience of the firm in doing
              Similar Services as per criteria mentioned
              for pre-qualification (Please give name of
              the organization(s) and attach documents in
              support). You may attach extra sheet /
              annexure, if required.




Details of CA Firm's Annual Turnover.



                                                                                                      Average
                                  Financial Year        Financial Year        Financial Year
 Particular                                                                                           Annual
                                       2015-16              2016-17              2017-18
                                                                                                     Turnover
 Annual
 Turnover* (Rs. In Lakhs)




* Furnish the Audited Accounts of the Firm along with copy of the acknowledgement of Income Tax return
for all the 3 (three) years




Certified that the above particulars are correct. In the event of any information found to be incorrect the
Institute is at liberty to reject the proposal of the CA Firm.




Date:                                                            Signature:
SEAL:                                                Name and Designation of the bidder:
                                                     Name of the CA firms:
                                               SECTION `F'
                                            TECHNICAL BID


Name of Services: EoI for Taxation services related to Income Tax, GST, 15CA/CB, Utilization
certificate and advisory services on matters related to FCRA projects / accounts & audit

SCHEDULES AND SCOPE OF SERVICES.

  The primary activities to be assigned to the Chartered Accountant Firm shall include
  i.    E-TDS Returns filing (For details please see Schedule-1)

  ii.   Services related to GST /WCT Matters. (For details please see Schedule-2)

  iii. Filing of Annual Income Tax Returns. (For details please see Schedule-3)
  iv. Certification of Utilization Certificate of Grant in Aid received for various sponsored Research
        Projects as per the requirement of funding agencies. Only some of the agencies asked for the
        signature of Chartered Accountant. (For details please see Schedule-4)
  v.    GST Audit (Schedule-5)
  vi. Filing 15CA/CB for foreign remittances (Schedule-6)
  vii. Advisory services for FCRA projects and accounts and audit as and when required (Schedule-6).
  viii. Onsite visit for above as and when required and/ or requested by IGIDR.


SCHEDULE-1


Scope of Services with respect to e-TDS Returns filing for Financial Year 2019-20.

The responsibility of the Chartered Accountant Firm shall be to provide necessary help and advice in
ensuring the timely discharging of taxation liabilities with respect to Income Tax, WCT, GST or any other
taxation issue. Therefore, the Chartered Accountant Firm should ensure that all the necessary Performa,
documents, statements are ready well before time. Following is the list of some of the Services but this is
not exhaustive.








 i.     Creation of text files for filing of e-TDS return by using data file.
 ii.    Advise the Institute on TDS/TCS provisions, if required.
 iii.   Preparation and submission/filing of quarterly returns of e-TDS (24Q, 26Q and 27EQ) based on
        the data of earnings and other records of Institute including generation of e-TCS Form 27A,
        generation of FVU file, validation of return using NSDL utility etc.
 iv.    Preparation and filing of correction/revised statements against the defaults generated by TIN-
        NSDL / TRACES and against the notices received from Income Tax Department during the
        period of engagement irrespective of the period for which the correction statement/return belongs.
 v.     Preparation of replies to the income tax department in respect of notices / communications
        received by Institute in connection with the filing of e-TDS returns during the period of
        engagement irrespective of the period to which the notices belongs.
 vi.    Preparation and filing of correction statements, whenever found necessary by Institute on
        detection of errors in the data maintained by the Institute.
 vii.   Filing of replies in respect of notices relating to e-TDS returns from Income Tax Department
        during the currency of the contract in consultation with Institute.
 viii. Preparation/generation of TDS certificates in Form 16 and Form 16A.

 ix.    Maintaining TDS deduction details, creation of Challan and entry of the deposit details
        obtained from the bank (Bank Challan serial Number/deposit date).

 x.     Attaching/accounting of employees/vendors TDS to a specific Challan.

 xi.    Adjusting TDS deductions in a Challan.

 xii.   Validation of PAN number with PAN database of NSDL.

 xiii. Any other matter / Services related to the Income Tax Act.


SCHEDULE-2

Scope of Services with respect to GST Matters.

 i.     Preparation of data for monthly /quarterly/annually GST return as applicable. Institute will
        provide the tally backup for necessary preparation of data for filing of GST returns.

 ii.    Generation of Challan for GST remittance.

 iii.   Filing of monthly and annual GST return as per statutory requirement.

 iv.    Providing all latest amendments periodically and promptly.

 v.     Any other GST related matter which the Institute may seek the advice/opinion of the Firm.

 vi.    Advising on applicability of GST on various services/projects rendered by the Institute.

 vii.   Advising on all matters/items covering its scope and applicability in case of agencies from which
        Institute is availing the services.

 viii. Assessment of GST/WCT for IGIDR and attending the assessment proceedings and preparation
        of replies for submission to GST authorities.
 ix.    Preparation to appeals in respect of all GST/WCT matters, if any.

 x.     Attending to previous pending assessments. As such there is no old pending assessment.
        Chartered Accountants firm may ensure itself by visiting the office, the quantity of such pending
        case(s).

 xi.    The necessary effect in respect of input-output credit is required to be given in the books of
        accounts based on common ratio at the end of the financial year. Accordingly it is required to
        provide the complete accounting entry on monthly basis for giving the effect of the same to
        expense account.


SCHEDULE-3



Scope of Services in respect of filing of Annual Income Tax Returns

 i.     Preparation, vetting and filing of Annual Return of the Institute under Income Tax Act with
        various disclosures, computation notes and other issues relevant for the purpose of filing of the
        return.

 ii.    Preparation/Review of revised return, if required, to be filed in respect of any financial year.

 iii.   Preparation of detailed replies and submission thereof to the queries raised by Assessing
        Officer/Assistant Director Income Tax (Exemption), Dy. Director Income Tax (Exemption)
        during assessment or appellate proceedings or otherwise by tax authority of present/past
        appeals/proceedings or other hearings,

 iv.    Pursuing the refund claims.


SCHEDULE-4


Certification of Statement of Expenditure and Utilization               Certificates of various sponsored
Research Projects as per the requirement of funding agencies:

Some of the Research Agencies asked for signing of Utilization Certificates by the Chartered Accountant
Firm. It is estimated that number of certificates are not more than 5 in a year.
 SCHEDULE-5
  GST Audit:


  The scope will be as under:

  i.      Compilation & review of data for the purpose of GST audit as per the statutory format as
          prescribed under GST laws.
  ii.     Reporting transaction under GST in the statutory format as prescribed under GST laws.
  iii. Assisting the Institute in taking appropriate position in law on critical issues.



 SCHEDULE-6
 15 CA/CB:


The scope will be as under:

  i. Assessing the applicability of 15CA/CB filing of certificate after verification of relevant documents.

 ii. Calculating TDS liability if any

 iii. Filing of certificate

 SCHEDULE-7


 i. Advisory services for FCRA projects and accounts and audit as and when required. The scope will be
       as under:

ii. FCRA advisory services and assisting in return of funds to parent /Sponsor organization, if any.

iii. Opinion/advisory services required on matters related to accounts and audit.




 Date:                                           Signature:

SEAL:                                                Name and Designation of the bidder:
                                      ARTICLE OF AGREEMENT


                                               SECTION-G

                                     ARTICLES OF AGREEMENT

ARTICLES OF AGREEMENT made the ___ day of _________, 2019

                                              Between
The Indira Gandhi Institute of Development Research a Society established by Reserve Bank of India and
registered under the Societies Registration Act, 1860, having its office at General Arun Kumar Vaidya
Marg, Santosh Nagar, Goregaon East, Mumbai 400 065, hereinafter referred to as " the Institute", (which
expression shall unless it be repugnant to the context or meaning thereof be deemed to mean and include
its successors and assigns) of the FIRST PART, And

M/s.__________________________ a registered partnership firm / ...................., having its office at
(Mention registered address)____________________________________, hereinafter called "the
consultant", (which expression shall unless it be repugnant to the context or meaning thereof be deemed
to mean and include the partners or partner for the time being of the firm and permitted sub-consultants)
of the SECOND PART,


WHEREAS:
The Institute proposes to have consultancy Services related to Taxation services for Income Tax, GST,
15CA/CB, Utilization certificate and advisory services on matters related to FCRA projects / accounts &
audit (Hereinafter referred to as "the said Services") and for which purposes it has availed the services of
the professional consultants under Agreement (hereinafter referred to as "the said Agreement").


A. The Institute is desirous of availing the services of Chartered Accountant firm to carry out Taxation
    services related to Income Tax, GST, 15CA/CB, Utilization certificate and advisory services on
    matters related to FCRA projects / accounts & audit as per the scope of Services mentioned in the
    tender and Services to be done under the directions of Institute.
B. The Consultant has agreed to Services assigned to it in consonance with the said Agreement and
    subject to the terms stated there under and has agreed to carry out the services assigned to it under the
    supervisions of the Institute.


C. The Consultant has agreed to execute upon and subject to the conditions set forth herein and in the
    correspondence attached hereto and to the Conditions set forth in the Special Conditions and in the
    Schedule of services and conditions of contract (all of which are collectively herein after referred to
    as "the said Conditions") the Services described in the said Specifications and included in the said
    Schedule of services at the respective rates therein set forth amounting to the sum as therein arrived
    or such other sum as shall become payable there under (hereinafter referred to as " the said Contract
    Amount").


NOW IT IS HEREBY AGREED AS FOLLOWS:-
  1. In lieu of the consideration herein mentioned the Consultant will upon and subject to the
      conditions as per tender and completes the services shown upon the Contract and described by or
      referred to in the scope of Services and in the said conditions.

    2. The Institute shall pay the Consultant the Contract amount, or such other sum as shall become
       payable, at the times and in the same manner specified in the said tender.

    3. The terms & conditions of the tender hereto shall be read and construed as forming part of this
       Agreement and the parties hereto shall respectively abide by, submit themselves to the said
       conditions and the correspondence and perform the agreements on their part respectively in the
       said Conditions and the correspondence contained.

    4. The plans, agreement and documents mentioned herein shall form the basis of this contract.

    5. The payments terms will be as per schedule of services and rates.

    6. All disputes arising out of or in any way connected with this Agreement shall be deemed to have
       arisen at Mumbai and only courts in Mumbai shall have the jurisdiction to determine the same.

    7. That the several parts of this Agreement have been read and fully understood by all parties.


     IN WITNESS WHEREOF the parties have executed these presents on the day and year first

hereinabove written.

SIGNATURE CLAUSE


SIGNED AND DELIVERED by the
Indira Gandhi Institute of Development & Research by the
hands of

Shri Jai Mohan Pandit

Registrar & CAO                                  ........................................
(Name & Designation)

in the presence of

    1) .......................................
Address.......................................


    2) .......................................
Address ......................................




SIGNED AND DELIVERED BY                              If the party is a partnership firm or an individual or
company

.........................................            Should be signed by all or on behalf of all the

in the presence of                                   partners.


    1) .......................................
Address .....................................
.................................................


    2) .......................................
Address ......................................
..................................................
                                           SELF DECLERATION
                                                Annexure - A


FORMAT OF UNDERTAKING, TO BE FURNISHED ON COMPANY LETTER HEAD WITH
REGARD TO BLACKLISTING/ NON- DEBARMENT, BY ORGANISATION UNDERTAKING
REGARDING BLACKLISTING / NON ­ DEBARMENT




To,
The Registrar
Indira Gandhi Institute of Development Research
Film City Road, Santosh Nagar,
Goregaon (East),
Mumbai ­ 400 065.


We hereby confirm and declare that we, M/s --------------------------------------------, is not blacklisted/ De-
registered/ debarred by any Government department/ Public Sector Undertaking/ Private Sector/ or any
other agency for which we have Executed/ Undertaken the Services/ Services during the last 5 years.




For M/s __________________




Authorized Signatory


Date:

Home | About Us | Terms and Conditions | Contact Us
Copyright 2019 CAinINDIA All Right Reserved.
Designed and Developed by Binarysoft Technologies Pvt. Ltd.
Binarysoft Technologies - Privacy Policy

Transfer Pricing | International Taxation | Business Consulting | Corporate Compliance and Consulting | Assurance and Risk Advisory | Indirect Taxes | Direct Taxes | Transaction Advisory | Regular Compliance and Reporting | Tax Assessments | International Taxation Advisory | Capital Structuring | Withholding tax advisory | Expatriate Tax Reporting | Litigation | Badges | Club Badges | Seals | Military Insignias | Emblems | Family Crest | Software Development India | Software Development Company | SEO Company | Web Application Development | MLM Software | MLM Solutions