GEM

Employees Provident Fund Organisation Financial Advisory Services Tender India Offsite Tax Advisory 2025

Bid Publish Date

22-Nov-2025, 1:33 pm

Bid End Date

02-Dec-2025, 2:00 pm

Bid Opening Date

02-Dec-2025, 2:30 pm

Value

₹65,000

Location

BANGALORE , KARNATAKA

Progress

Issue22-Nov-2025, 1:33 pm
AwardPending
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Quantity

1

Bid Type

Two Packet Bid

Categories 5

FINANCIAL CONSULTANCY CONSULTANT FINANCE AND INSURANCE SERVICES SERVICES ADVISORY SERVICE

Tender Overview

The opportunity is issued by the Employees Provident Fund Organisation (EPFO) for Financial Advisory Services - Offsite; Tax Advisory. The estimated contract value is ₹65,000. No specific location was disclosed in the tender metadata. The scope centers on external financial and tax advisory support, with no BOQ items published. The bid appears to be a single-service engagement rather than a multi-item procurement, emphasizing professional advisory capabilities and regulatory compliance. Key differentiators include the offsite delivery model and the inclusion of tax advisory, potentially requiring cross-functional expertise. Unique aspects include inline contract flexibility via the buyer’s option clauses, enabling quantity or duration adjustments up to 25% and an excess settlement mechanism for addons. This tender targets providers capable of delivering timely advisory outputs while meeting statutory and governance standards.

Technical Specifications & Requirements

  • Organization: Employees Provident Fund Organisation (EPFO)
  • Product/Service: Financial Advisory Services - Offsite; Tax Advisory
  • Estimated value: ₹65,000
  • Delivery model: Offsite advisory; tax advisory scope indicated but no technical deliverables listed
  • Standards/Compliance: Not published in the specifications; bidders should align with standard consulting practices and statutory compliance as applicable to EPFO engagements
  • Special terms: Option clauses allow up to 25% adjustment in quantity or duration; Excess settlement enables addon charges within defined invoice limits
  • Qualification signals: No explicit technical requirements documented; bidders should demonstrate capacity for financial/tax advisory and governance compliance
  • Location hints: Geographic location not disclosed; bidders should assume national applicability

Terms, Conditions & Eligibility

  • EMD: Not specified in the tender data; verify during bid submission
  • Assignment/Sub-contract: Neither assignment nor subcontracting allowed without prior written consent; joint and several liability remains with seller
  • Contract variation: Buyer may increase/decrease contract quantity or duration up to 25% at issuance and post-issuance
  • Excess settlement: Service providers may include additional charges up to a defined percentage with mandatory supporting documents
  • Payment terms: Not detailed in data; bidders should seek confirmation on milestones and terms during clarification
  • Compliance focus: Do not sub-contract without consent; ensure performance obligations are clearly defined and enforceable
  • Warranty/LD: Not specified; bidders should inquire about post-engagement support expectations

Key Specifications

    • Service category: Financial Advisory Services - Offsite; Tax Advisory
    • Estimated value: ₹65,000
    • Delivery model: Offsite advisory outputs; emphasis on regulatory/compliance guidance
    • Location: Not disclosed in tender data; national applicability assumed
    • Quality/Compliance: General consulting standards; ensure alignment with EPFO governance requirements

Terms & Conditions

  • Option Clause allows ±25% quantity/duration adjustment at contract issue

  • Excess settlement permits addon charges within defined invoice limits

  • No assignment/sub-contracting without prior written consent; shared liability retained

Important Clauses

Payment Terms

No explicit payment terms published; bidders should seek clarification during bid stage

Delivery Schedule

Offsite advisory deliverables; no delivery timeline published in data

Penalties/Liquidated Damages

No LD provision stated; bidders should confirm penalties or performance bonds in final terms

Bidder Eligibility

  • Demonstrated experience in financial and tax advisory for government or large organizations

  • Ability to provide offsite advisory deliverables with clear methodologies

  • Compliance with applicable GST, tax, and procurement regulations

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Required Documents

1

GST registration certificate

2

Permanent Account Number (PAN) card

3

Experience certificates for similar financial/tax advisory engagements

4

Financial statements or proof of financial stability

5

Earnest Money Deposit (EMD) documents (if applicable in later notices)

6

Technical bid/documentation demonstrating scope alignment

7

OEM authorizations or vendor qualifications (if applicable to advisory services)

Frequently Asked Questions

Key insights about KARNATAKA tender market

How to bid for EPFO financial advisory tender in India 2025

Bidders should prepare documents listed under required_documents, ensure GST/PAN validity, and demonstrate prior similar engagements. Clarify EMD applicability, understand offsite delivery expectations, and align with EPFO governance standards. Ensure compliance with option clause and excess settlement terms before submission.

What documents are required for EPFO advisory bid 2025

Submit GST certificate, PAN, experience certificates for relevant work, financial statements, and technical bid documents. Include any OEM authorizations if applicable and evidence of prior government or large-organization engagements. Ensure EMD documents are ready if required by the final tender notice.

What are the technical specifications for EPFO financial advisory tender

The tender lists no published technical specs beyond service scope: Financial Advisory Services - Offsite and Tax Advisory. Bidders should emphasize methodologies, deliverable formats, and regulatory compliance experience, ensuring alignment with EPFO governance requirements and professional standards.

When is the EPFO advisory bid submission deadline 2025

The tender data provided does not include a specific deadline. Prospective bidders must monitor the procurement portal for clarification notices and final bid submission dates. Prepare required documents in advance to avoid last-minute delays.

What are the EMD requirements for EPFO advisory tender

The data shows EMD amount not specified. Verify during bid clarification; if applicable, arrange an EMD as per portal norms. Keep receipts ready and ensure eligibility criteria are met before submission.

What are the delivery and payment terms for EPFO advisory

Delivery is offsite advisory outputs, with no explicit schedule in the data. Payment terms are not disclosed; bidders should seek confirmation on milestones, invoicing, and payment timelines during clarification rounds.

How to ensure eligibility for EPFO financial consulting tender 2025

Demonstrate prior government or PSU advisory experience, provide financial stability documents, and show capability for offsite deliverables. Align with required GST/PAN compliance, and be prepared to accept contract variation up to 25% as per buyer terms.

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