PRE-QUALIFICATION/ SHORT LISTING OF CONSULTANTS PRE-QUALIFICATION/ SHORT LISTING OF CONSULTANTS

Stages of Selection of Consultant Pre-Qualification Process Setting Eligibility Criteria Advertisement EOI Document Receipt & Evaluation of EOIs Preparation of Shortlist of Consultants

STAGES OF SELECTION OF CONSULTANT

Pre-qualification/ shortlisting of consultants (EOI) Preparation of Terms of Reference (TOR) Request for Proposal (RFP) and Invitation of Proposals Pre-bid meeting Evaluation of Proposals Evaluation of Quality/ Technical Evaluation of Cost Negotiations Consultant – Client Agreement Award of Contract

PRE-QUALIFICATION PROCESS

SETTING ELIGIBILITY CRITERIA Client prepares a criteria for shortlisting of consultants Criteria is broadly based on : Past experience of Consultant Experience of Key Personnel Financial strength of Consultant In addition to this other criteria such as quality system, infrastructure available etc. may be built in above broad criteria The weightage given to each of criteria may differ from Client to Client and also on type of assignment

S.noCriteriaWeightage 1.Past Experience of the firm Number of years experience Past experience of assignment of similar nature Past experience in carrying out assignment in related sectors Assignments carried out in India 60 Marks 20% 50% 20% 10% 2.Experience of Key Personnel Qualifications Relevant Experience 25 Marks 30% 70% 3.Financial Strength of the Consultant Turnover figure for the last three years Net profit figure for the last three years 15 Marks 50% A broad criteria given below for shortlisting SETTING ELIGIBILITY CRITERIA

Client keeps a minimum threshold (normally 50 marks) for short-listing Alternatively client may specify in EOI document minimum requirements for each criteria Minimum years of experience Minimum no. of assignments executed Minimum turnover etc All firms meeting minimum criteria are shortlisted Alternatively client prepares a shortlist of consultants A shortlist normally consists of 5-7 firms considered most qualified and suitable for proposal invitation SETTING ELIGIBILITY CRITERIA

Diligent review of following key aspects is proposed for such shortlist Qualification in field Technical and Managerial capability Core business and duration Qualification of key staff Performance record Administrative and financial strength SETTING ELIGIBILITY CRITERIA

ADVERTISEMENT Main objective is to inform eligible Consultants about consulting opportunity Expression of Interest (EOI) through advertisement may be invited as per Rule 168 of GFRs 2005 Promotes transparency, enhances competition and wider participation To get EOI, Client lists all assignments in general Procurement Notice It shall define broad scope of work and nature of consultancy services required

ADVERTISEMENT Information requested from Consultants must be minimum and not complex to discourage them Sufficient Time (normally not less than 30 days) for response It shall also indicate how to obtain EOI Document. Client shall make available the copies of EOI document to interested consultants in hard copies as well as on its website.

EOI DOCUMENT Client prepares an EOI Document containing following information : Invitation to EOI Brief about objectives and scope of work Instruction to the Consultants Pre-qualification/ Shortlisting Criteria Formats for Submission

RECEIPT & EVALUATION OF EOIs EOIs received by Client as per last date of submission and in required format are considered for evaluation All EOIs are evaluated using short listing criteria. The shortlisting criteria is specified in the EOI document

PREPARATION OF SHORTLIST OF CONSULTANTS Client shortlist all the Consultants who secure minimum required marks (normally 50) The minimum qualifying requirement shall be specified in EOI document Alternately Client may also prepare short list of Consultants as follows : Preparation of preliminary list of consultants, from various sources, claiming expertise in field Detailed examination of experience and capability of firms in preliminary list Shortlist Consultants (normally 5-7) considered most qualified and suitable to receive invitation for proposal