GEM

Indian Railway Finance Corporation Limited Financial Advisory Services Tender Offsite Forex & Risk Management Consultant 2025

Posted

28 Oct 2025, 01:07 pm

Deadline

22 Nov 2025, 01:00 pm

EMD

₹1,53,600

Progress

Issue28 Oct 2025, 01:07 pm
AwardPending
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Quantity

1

Bid Type

Two Packet Bid

Key Highlights

  • IRFC tender for Financial Advisory Services - Offsite and Forex/Derivative Risk Management Consulting
  • EMD amount: ₹153,600; bid security required
  • Contract quantity/duration can vary up to 25% at issue and 25% post-issuance
  • ATC references: Annexure-B (Pre-Qualification), Annexure-C (Evaluation) per IRFC terms
  • SOW file attached; follow Buyer ATC for scope of work and deliverables
  • No BOQ items; no explicit location provided; likely centralized or nationwide scope

Categories 4

Tender Overview

Indian Railway Finance Corporation Limited invites bids for Financial Advisory Services - Offsite and Engagement of Forex, Derivative & Risk Management Consultant. The opportunity centers on professional consultancy to support financial advisory functions and currency/derivative risk management. The bid carries an EMD of ₹153,600 and includes a flexible contract framework allowing up to 25% variation in quantity or duration at issuance, with subsequent adjustments capped at 25%. Location details are not specified in the available data, underscoring a nationwide or centralized tender scope. The combination of advisory and risk-management services signals a comprehensive procurement approach for IRFC’s financial operations in 2025.

Technical Specifications & Requirements

  • Category: Financial advisory services (offsite); appointment of a professional consultant firm and engagement of forex, derivative & risk management consultant
  • Scope: Comprehensive financial advisory plus FX/derivatives risk management support (detailed SOW attached in file)
  • EMD: ₹153,600 (requires bidder submission as part of bid security)
  • ATC references: Pre-Qualification Criteria checklist (Annexure-B); Annexure-C (Evaluation of Offers) as per IRFC terms
  • SOW/ATC: Refer to Buyer ATC file; scale includes compliance with IRFC-specific risk management framework
  • BOQ: No quantitative line items; no itemized BOQ available

Terms, Conditions & Eligibility

  • Quantity/Durationvariation: Up to 25% at contract issue; post-issuance adjustments capped at 25%
  • Payment terms: Not specified in the provided data; bidders should consult ATC for schedule
  • Pre-Qualification: Compliance with Annexure-B; evaluation criteria per Annexure-C
  • Documentation: Submissions aligned to IRFC ATC and required bidder eligibility docs
  • Scope of Guarantee: Specific to financial advisory and FX/derivative risk management; detailed scope in SOW file
  • Warranty/Support: Not detailed in current data; refer to ATC for service levels and deliverables

Key Specifications

  • Financial advisory & offsite consultancy

  • Forex, derivative & risk management consulting

  • EMD: ₹153,600

  • SOW: attached file; IRFC-specific risk management framework

  • No itemized BOQ; central scope with evaluation per Annexure-C

Terms & Conditions

  • Quantity/duration variation up to 25% at contract issuance

  • Pre-Qualification per Annexure-B and evaluation per Annexure-C

  • EMD submitted as bid security ₹153,600

Important Clauses

Payment Terms

Not specified in data; refer to ATC/SOW for milestone-based payment schedule and conditions

Delivery Schedule

SOW file governs milestones; delivery timing not disclosed in data; bidder must review Annexure-C for timeline

Penalties/Liquidated Damages

Not described in provided data; penalties, if any, to be detailed in ATC/SOW

Bidder Eligibility

  • Proven experience in financial advisory and FX/derivative risk management

  • Valid GST and PAN; financial capabilities to support consultancy engagement

  • Compliance with IRFC ATC: Annexure-B and Annexure-C

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Required Documents

1

GST registration certificate

2

Permanent Account Number (PAN) card

3

Experience certificates for financial advisory and FX/derivative consulting

4

Financial statements (annual reports or audit reports)

5

EMD payment proof (₹153,600) as per bid security format

6

Technical bid documents demonstrating capability in financial advisory and risk management

7

OEM or vendor authorizations if applicable to specific tools or platforms

8

Pre-Qualification criteria evidence as per Annexure-B

Frequently Asked Questions

How to bid on the IRFC financial advisory tender for forex risk management 2025

Bidders must submit bid security of ₹153,600 along with GST, PAN, and experience certificates. Ensure compliance with Annexure-B pre-qualification and Annexure-C evaluation criteria. Review the SOW attachment for scope and IRFC ATC terms, and prepare a compliant technical bid with required documents.

What documents are required for IRFC offsite advisory services tender 2025

Required documents include GST certificate, PAN, company financial statements, experience certificates in financial advisory and FX risk management, EMD payment proof of ₹153,600, technical bid, and OEM authorizations if applicable. Annexure-B and Annexure-C compliance is essential.

What are the key eligibility criteria for IRFC forex risk management consultant tender

Eligibility includes demonstrable experience in financial advisory and FX/derivative risk management, financial stability evidenced by statements, GST and PAN validity, and compliance with Annexure-B pre-qualification and Annexure-C evaluation requirements.

What are the payment terms for IRFC consultancy services tender 2025

Payment terms are not detailed in the available data; bidders should consult the ATC and SOW file for milestone-based payment schedules, invoicing terms, and any advance or retention conditions.

What is the EMD amount for the IRFC procurement of advisory services

The EMD amount is ₹153,600. Bidders must provide proof of bid security as per the tender’s specified format and payment method in the ATC.

Where can I find the scope of work for the IRFC financial advisory tender

The scope of work is defined in the SOW file attached to the tender and outlines FX/derivative risk management, financial advisory duties, and IRFC-specific risk management framework requirements.

What documents prove experience for IRFC financial advisory tender 2025

Submit experience certificates detailing prior similar engagements, client names, contract values, durations, and reference letters. Ensure certificates reflect compliance with IRFC guidelines and relevant standards in financial advisory and FX risk management.

How to comply with Annexure-B and Annexure-C for IRFC bid

Prepare a Pre-Qualification checklist as per Annexure-B and detailed evaluation responses per Annexure-C. Include all requested technical, financial, and capability data to demonstrate eligibility and competitive positioning.