Annexure I

APPLICATION FOR EMPANELMENT OF RESEARCH INSTITUTIONS/CONSULTANTS

[CORPORATES/RESEARCH INSTITUTIONS OR RESEARCH ENTITIES]

Name of the Applicant [Corporate/Research Institution/Research Entity]:

Office:

Phone:

Fax:

E-mail:

Name of Directors / Partners/ Proprietors etc.:

Branch/Branches (If any):

Year of establishment:

Service Tax Registration No.: (please attach the copy)

PAN no. of the Applicant [Corporate]:

(Please attach the copy)

Fill the Annexure III A and III B and attach

Bank accounts number with Branch Name and IFSC code of the bank:

Details regarding any civil suit/litigation in the contracts executed by the Applicant [Corporate] during
the last 5 years. Give details if any:

PLEASE ENCLOSE THE FOLLOWING DOCUMENTS

i Samples of Research Activities undertaken

ii Copy of PAN Card and Service Tax registration certificate

iii Undertaking and Declaration as stipulated in Annexure III A and III B respectively in the EOI
document.

iv Proofs of existing relationships with any other institutions.

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 Annexure II

APPLICATION FOR EMPANELMENT OF CONSULTANTS [INDIVIDUALS]

Name of the Applicant [individuals]:

Office:

Phone:

Fax:

E-mail:

Qualification:

Work Experience in Research:

Years of experience:

Service Tax Registration No.: (please attach the copy)

PAN no.:
(Please attach the copy)

Fill the Annexure III A and III B and attach

Bank accounts number with Branch Name and IFSC code of the bank:

Details regarding any civil suit/litigation in the contracts executed by the Applicant [Individuals] during
the last 5 years. Give details if any:

PLEASE ENCLOSE THE FOLLOWING DOCUMENTS

i. Samples of Research Activities undertaken

ii. Copy of PAN Card and Service Tax registration certificate
iii. Undertaking and Declaration as stipulated in Annexure III A and III B respectively in the
EOI document.
iv. Proofs of existing relationships with any other institutions.

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 Annexure III A

UNDERTAKING

I/We do hereby understand and agree that the results produced, or the information derived during the
process of any research assignment will be completely owned by Export-Import Bank of India (EXIM
Bank), and I/we will have no right over utilising them for any other purpose. I/we also agree that EXIM
Bank will have the prerogative whether or not to acknowledge the Consultant
[Individuals/Corporate/Research Institution or Research Entity] in the final report. The decision taken by
EXIM Bank in this respect will be binding and agreeable to me/us.

Signature

Name and Designation of Authorized Signatory/individual

Seal

Date:

Place:

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 ANNEXURE III B

DECLARATION

I/We do hereby certify I/we as a Consultant [Individuals/Corporate/Research Institution or Research

Entity] has/have not been disqualified/blacklisted by Reserve Bank of India, Indian Banks’ Association
and/or by any other Bank/Financial Institution nor is any process of investigation being conducted
against us with a view to disqualify or blacklist us by either RBI/IBA or any other Bank or FI.

Signature

Name and Designation of Authorized Signatory/Individual

Seal

Date:

Place:

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 SCHEDULE

EVALUATION CRITERIA FOR EMPANELMENT OF RESEARCH INSTITUTIONS/

EVALUATION CRITERIA FOR EMPANELMENT OF CONSULTANTS (Individuals)
CONSULTANTS (Companies)
PARAMETERS DESCRIPTION PARAMETERS DESCRIPTION
Organizational Strength Proven and demonstrable Individual Strength Proven and demonstrable resources
resources in providing in providing consultancy in projects
consultancy in projects relating to international trade and
relating to international investment
trade and investment
 Turnover (last 3 years)  Qualifications/Expertise PhD preferable /Domain Expert
 Number of Employees Experience Proven and demonstrable experience
and expertise in providing
consultancy in projects relating to
international trade and investment
 Number of Offices in India  Number of Years of Experience
 (Office presence in Mumbai)
 Number of Offices Overseas  Years of Experience relevant to Research
Experience Proven & demonstrable  Years of Experience in international
experience and expertise in assignments
providing consultancy in
projects relating to
international trade and
investment
Total Years of Existence  Total No of Research Projects undertaken
 Size and Scale of Operations in India  Average size of value of research projects
undertaken
 Number of consultants in India  Number of Projects undertaken in India
 Number of global projects related to the  Number of global projects related to the
Bank's areas of interest Bank's areas of interest
 Number of Indian projects related to the  Number of Indian projects related to the
Bank's areas of interest Bank's areas of interest
 Number of projects done with Central/State  Number of projects done with
Governments / Agencies Central/State Governments/ Agencies
 Experience of policy advisory, institutional  Experience of policy advisory, institutional
strengthening and capacity building related strengthening and capacity building related
to the Bank's area of interest to the Bank's area of interest
Areas of Specialization/Work & Perception Areas of Specialization/Work & Perception
 Testimonials & Citations  Testimonials & Citations
 Awards & Accolades  Awards & Accolades
 Reputation  Reputation