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Government Tender Published for Asset Management Services - POrtfolio Management Services; Offsite in WEST DELHI, DELHI

Bid Publish Date

10-Jan-2025, 5:31 pm

Bid End Date

03-Mar-2025, 9:00 pm

EMD

₹5,00,000

Value

₹1,00,00,000

Generate Docs

Progress

Issue10-Jan-2025, 5:31 pm
Corrigendum11-Feb-2025
AwardPending
Explore all 5 tabs to view complete tender details

Quantity

1

Bid Type

Two Packet Bid

Categories 9

Employees Provident Fund Organisation (epfo) has released a public tender for Asset Management Services - POrtfolio Management Services; Offsite in WEST DELHI, DELHI. Quantity: 1. Submission Deadline: 03-03-2025 21: 00: 00. Download documents and apply online.

Additional Tender Data

Commercial Details

Tender Category

Service

Bid To RA

No

Bid To RA Enabled

No

Item Category

Asset Management Services - POrtfolio Management Services; Offsite

Authority Records

MINISTRY OF LABOUR AND EMPLOYMENTEMPLOYEES PROVIDENT FUND ORGANISATION

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Documents 6

GeM-Bidding-7362069.pdf

Main Document

Technical Specification/Buyer Specification Document

TECHNICAL

Other Documents

OTHER

Other Documents

OTHER

Buyer uploaded ATC document

ATC

GEM General Terms and Conditions Document

GEM_GENERAL_TERMS_AND_CONDITIONS

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Historical Data

Required Documents

1

Experience Criteria

2

Bidder Turnover

3

Certificate (Requested in ATC)

4

OEM Authorization Certificate

5

OEM Annual Turnover

6

Additional Doc 1 (Requested in ATC)

7

Additional Doc 2 (Requested in ATC)

8

Additional Doc 3 (Requested in ATC)

9

Additional Doc 4 (Requested in ATC) *In case any bidder is seeking exemption from Experience / Turnover Criteria

10

the supporting documents to prove his eligibility for exemption must be uploaded for evaluation by the buyer

Corrigendum Updates

1 Update
#1

Update

11-Feb-2025

Extended Deadline

03-Mar-2025, 9:00 pm

Opening Date

03-Mar-2025, 9:30 pm

Frequently Asked Questions

Key insights about DELHI tender market

What are the eligibility requirements for participating in the Asset Management Services - Portfolio Management Services (Offsite) tender?

The eligibility requirements include being a registered entity with at least five years of relevant experience and a minimum average annual turnover of 100 Lakhs. Bidders must also submit supporting documentation to verify their experience and turnover.

What certificates are required to submit for the Asset Management Services tender?

Required certificates include the OEM Authorization Certificate, Annual Turnover Certificates, and documents proving prior experience in similar activities. Any additional documents requested in the ATC must also be provided.

How do I register for the tender?

Bidders must complete the registration process through the designated online portal where the tender is published. A proper submission of the required documentation and fulfilling eligibility will be required for registration.

What document formats are accepted for submission?

All submissions should align with the formats mentioned in the bidding documents available on the portal. Generally, PDF formats are preferred, along with other specified file types outlined in the documentation.

What are the technical specifications expected from bidders?

Bidders are expected to adhere strictly to the technical specifications outlined in the tender document regarding asset management efficiency, investment strategies, and reporting methods, ensuring compliance with industry standards.

What are the quality standards that must be met?

Bidders must comply with the quality standards detailed in the attached documents, ensuring that the services provided align with the best practices in asset management and are compliant with regulatory expectations.

Are there specific compliance requirements to consider?

Yes, all bidders must comply with regulatory requirements pertaining to government procurement guidelines, including adherence to norms established under the 'Make in India' initiative and local content procurement rules.

What are the testing criteria for services offered under this tender?

The testing criteria will be based on the performance metrics outlined in the tender documentation, which include benchmarks for asset performance, risk management, and adherence to timeline deliverables.

What details should I know about the Earnest Money Deposit (EMD)?

The EMD amount is specified as 500000 and must be submitted alongside the tender proposal to demonstrate commitment to the bidding process. Failure to provide the EMD will result in disqualification.

What are the performance security requirements for successful bidders?

Successful bidders will need to submit a Performance Security as stipulated in the bid documentation to ensure compliance with the contract terms. The security amount and specific requirements will be detailed in the contract award announcement.

What are the payment terms stated in the tender?

The payment terms are detailed in the tender documentation, generally structured around milestones linked to performance delivery within the asset management framework.

What should I know about pricing evaluation considerations?

Pricing will be evaluated on the basis of total value-wise evaluation, ensuring bids are competitive and reflect the best value for the quality of services offered.

How should I submit my bid?

Bids can be submitted online via the specified tender portal. Detailed submission methods are outlined in the bidding documentation.

What are the key timelines and deadlines for the tender?

While specific timelines will vary, bidders should refer to the tender documents for precise deadlines concerning bid opening and submission processes.

What does the evaluation and selection process involve?

The evaluation and selection process will be a systematic review of all submitted bids, assessing technical qualifications and pricing to ensure fair opportunities for all eligible bidders.

When will the results of the tender be notified to bidders?

The notification of results will be communicated through the tender platform as per the processes outlined in the tender documentation, providing comprehensive details on the evaluation outcome.

What benefits are provided for Micro, Small, and Medium Enterprises (MSEs)?

MSEs can avail of specific advantages including exemptions from certain eligibility criteria to facilitate their participation and enhance competition among bidders.

Are there provisions for startups in this procurement process?

Yes, there are dedicated provisions aimed at startups that allow for exemptions and support, fostering an environment conducive to new entrants in the market.

How does this tender align with the 'Make in India' policy?

The tender encourages the participation of locally-produced services and products, supporting the 'Make in India' initiative aimed at bolstering domestic trade and industry.

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