Department of Urban Administration and Development

Government of Madhya Pradesh

Request for Proposals for the

Empanelment of Resource Organization
for Municipal Corporation, Singrauli
RFP: ……./NULM/ROs/

…….,2024
Letter of Invitation ….,2024
Invitation[……./NULM/ROs/……/24-25/ ......... ]

1. Urban Administration and Development Department (UADD) of the Government of Madhya Pradesh
(GoMP) is implementing the National Urban Livelihood Mission (NULM) programme of GoI at State
level and in 378 mission cities. The programme is designed to provides sustainable livelihood to urban
poor through building community based collective institution in the form of self help groups and its
federations.
2. Urban Local Body (ULB)… Singrauli…….. (hereinafter „the Client‟) now invites online proposals
from reputed firms for developing community collective institutions Self Help Groups (SHGs), Area
Level Federations and City Level Federations) of poor. The selected agency will work on
strengthening of existing SHGs, formation of new Self Help Groups , Area Level Federations and City
Level Federation , including bank linkages and handholding support to the urban poor in Nagar
Palik Nigam, Singrauli..
3The financial proposal is not required in this case since the basis of selection is Fixed Cost Basis
selection (FCBS).
5. Cost: The fixed cost amount is Rs.10000/-per self help group (SHG).

6. Any registered body can bid have morethan3years of registration.

7. Agency will be selected for a maximum period of Two years. However, the performance of the
agency will be reviewed yearly and upon satisfactory performance of the selected agency will
continue its support for entire contract period. The funding for the formation of SHGs, bank linkages,
handholding and strengthening of SHGs and its federations will be available for two years only.
8. The formation of new SHGs will not be allowed in the second year. Therefore, the formation of new
SHGs will be in the first years only.
9. All information contained in this package should be treated as commercially confidential and you are
required to limit dissemination on a need-to-know basis.
10. Agencies will be empanelled by the ULB under State Urban Livelihoods Mission, through a
competitive process of technical proposal evaluation.
11. The RFP includes the following documents:

i. Letter of Invitation
ii. E-tendering/NIT

iii. Data-sheet
iv. Terms of Reference
v. Instructions to Agency(including Data Sheet),see Annexure-A
vi. Terms of Reference (ToR), see Annexure-D
Please note that while all the information and data regarding this RFP is, to the best of the Client’s
knowledge, the Client holds no responsibility for the accuracy of this information and it is the
responsibility of the Agency to check the validity of data included in this document.
The scope of work mentioned in the TOR (Terms of Reference) will be applicable to NULM or its allied
programme/ name change in future.

Commissioner
Municipal Corporation Singrauli
Madhya Pradesh
KEYDATES

Purchase of Tender …………. Pre-bid meeting ………….

Start Date: 10:00hrs Date and Time: 14:00hrs
Purchase of Tender ………… Online Bid Submission …………..
End Date: 17:00hrs End Date: 17:30hrs
Physical Bid Submission …………….. Mandatory Submission (Envelope-A) …………..
End Date: 14:00hrs Open Date: 16:00hrs
Technical Proposal (Envelope-B) …………..
Open Date: 16:15hrs
.

S.No. Checklist Tick

1. Whether the proposal has been signed by concerned authority?

2. Whether submitted the soft copy of the Envelope-A & Technical Proposals
(i.e. & Envelope-B) in PDF format?

3. Whether the EMD drawn on a scheduled Commercial Bank?

4. Have all the pages of proposal been signed?

5. Have all the CV‟s Signed by Concerned person and properly authorized?

6. Is the CV submitted according to the format given?

7. HaveyoucheckedtheEligibilityCriteria&Enclosedtherelevantdocuments as
proof?

8. Whether the number of pages of the proposal properly indexed?

9. Have you attached the work-orders-as documentary evidence?

10. Have you attached Satisfactory performance certificate of ULB

where agency is already working/ worked in NULM
 Instructions to Agency for participation in e-Tendering
Note: Following conditions will over-rule the conditions stated in the tender documents,
wherever relevant and applicable.

E-Tendering:
For participation in e-tendering module of UADD, it is mandatory for prospective bidders to get
registration on website www.mpetenders.gov.in. Therefore, it is advised to all prospective
Agencies to get registration by making on line registration fees payment at the earliest.
Tender documents can be downloaded from website www.mpetenders.gov.in. However, the
tender document of those agency shall be acceptable who have made online payment for the
tender documents fee of two thousand only/- (Rs. 2,000/- only) plus service & gateway charges,
without which bids will not be accepted for empanelment.
Service and gateway charges shall be borne by the agencies.
Since agencies are required to sign their bids online using class-III Digital Signature Certificates,
they are advised to obtain the same at the earliest.
For further information regarding issue of Digital Signature Certificate, agencies are requested to
visit website www.mpetenders.gov.in.Please note that it may take up to 7 to 10 working days for
issue of Digital Signature Certificate. UADD will not be responsible for delay in issue of Digital
Signature Certificate.
If an agency is bidding first time for e-tendering, then it is obligatory on the part of agency to fulfil
all formalities such as registration, obtaining Digital Signature Certificate etc. well in advance.
Agencies are requested to visit our e-tendering website regularly for any clarifications and/or due
date extension or corrigendum.
Agency must positively complete online e-tendering procedure of www.mpetenders.gov.in
UADD shall not be responsible in any way for delay/difficulties/ inaccessibility of the downloading
facility from the website for any reason whatsoever
EMD and TECHNICAL PROPOSAL must be submitted online. Submission of financial proposal is
NOT REQUIRED in this case).Tenders received within specified time (e-tender) shall only be
opened on the date/time specified in DATA SHEET.
The prospective bidders will upload scanned self-certified copies of requisite documents as
required in e-tendering process.
Earnest Money Deposit and the tender fee:-
The Tender fee of Rupees Two thousand only is to be submitted by an agency by making Online
Payment only against RFP No:……./NULM/ROs/…../24-25/……
The EMD of Rs 10000/ (Rs Ten Thousand Only) is to be submitted by agency by making Online
payment.
No Proposal will be accepted without valid earnest money deposit and Tender Document fee
paid Online.
The prospective bidders, submitting EMD envelope in physical form as detailed
Technical bid:-Agency must positively complete online e-tendering procedure at
www.mpetenders.gov.in. They shall have to submit the documents as prescribed in the RFP online
in the website.
.
On the due date of e-tender opening, the technical bid of bidders and EMD and tender fee, will be
opened online.ULB reserves the right for extension of due date of opening of technical bid.
ULB reserves the right to accept or reject any or all tenders without assigning any reason what so
ever.
In case, due date for submission & opening of tender happens to be a holiday, the due date shall
be shifted to the next working day for which no prior intimation will be given.
Any change/modifications/alteration in the tender documents by the agency shall not be allowed
and such tender shall be liable for rejection.
If there any extension of the due date of proposal submission will be posted on the website only at:
www.mpetenders.gov.in. The information will not be circulated through news paper.
For amendment, if any, please visit www.mpetenders.gov.in. site regularly. In case of any bid
.amendment and clarification, the responsibility lies with the bidders to note the same from web
site of mptenders.gov.in. ULB shall have no responsibility for any delay/omission on part of the
agency .
Data Sheet
1 Name of the Client: Municipal Corporation Singrauli, Madhya Pradesh,
Address:…….............................................................Singrauli………………………….

2 Method of selection: Fixed Cost Basis Selection(FCBS).

3 Cost: The fixed cost amount is Rs.10000/-per self help group (SHG).
4 Technical proposal should be submitted in sealed envelope: Yes
Title of Service is: Selection of agencies as Resource Organisation for the formation, bank
linkages, handholding, nurturing and strengthening of self help groups and its federations at
Area Level Federation (ALF) and City Level Federation (CLF).
5 Clarifications may be requested not later than fourteen ( ) days before the last date of proposal
submission date.
All requests for clarifications will be directed to Client’s representative. The Client will respond to
requests for clarifications by electronic means within seven ( ) days prior to the proposal
submission date.
6 The Client Representative is: Dy.
Commissioner/Chief Municipal Officer
Ram Prakash Vaishya
…………9425031342…………………
……….Telephone:+91Faxno……………
……… E-mail:………………………………..
7 Proposals must remain valid for 180 days after the submission date indicated in this Data Sheet.
8 Interested agencies can purchase tender document at www.mpeproc.gov.in by making online
payment of Two thousand only/- (Rs. 2,000/- only) plus service & gateway charges, without
which bids will not be accepted.
9 A Bid Security should be provided with Technical Proposal: Yes
10 If Yes, the amount of the Bid Security is for ULB is Rs. 10000.00 (Ten Thousand Only) only and
the duration for validity of Bid Security as per banks norms.
11 A Performance Bond in the form of Bank Guarantee is to be submitted by the winning agency
upon signing of Contract with respective ULBs: Yes
12 If yes, the amount will be 3% of the contract value; this may be provided as 100% Bank
Guarantee. Bank Guarantee will be made in the name of ULB, Madhya Pradesh and drawn on
a scheduled commercial bank with a local branch in …..................................Singrauli…………
13 Agency is required to include with its Proposal written confirmation of authorisation to sign on
behalf of the Agency: Yes

14 Joint Ventures or Consortia are permissible: No

 8

15 Eligibility Criteria:
At least Three financial years (2021-22 to 2023-24) of experience in the formation,
strengthening, bank linkages, and training of self help groups and its federations, Micro
Enterprise.
Should have formed at least 50 SHG per year for the last above mentioned Three
financial years.
Average annual turnover of at least Rs. 25,00,000 (Rupees twenty five lakhs) for the last
three consecutive financial years and the first financial year should not older than 2019-
20. Bidders should provide audited financial statements along with all schedules in their
technical proposal.
Bidders should provide sufficient documentary evidence of compliance against the
above eligibility criteria in the technical proposal mentioned in the table ‘Evaluation
Methodology;

16 Proposals must be online submitted no later than the following date and time: as per Key Dates.
17 Expected date for public opening of Technical Proposals for empanelment:
as per Key Dates.
Evaluation Methodology:
Documentary evidence
Maximum
S.No. Parameters (to be submitted in the
Marks
technical proposal)
1. Agencyexperience–100 marks (Agency w o r k e x p e r i e n c e i n t o
SHGs/Federation, Bank Linkages.
formation of SHGs in the last three years
1. Agency formed at least 150SHG–(10marks) NULM portal
1.1 2. Agency formed at least–151-250 SHG(15marks) /client report 20
3. Agency formed above250SHG(20marks)

4. Agency-facilitated Bank Linkages to atl east 50 Bank pass book (first

SHGs (10 marks) page showing name of
5. Agency-facilitatedBankLinkagestoatleast100 SHG and a page with last
1.2 20
SHGs (15 marks) transaction showing
6. Agency- loan)/client report/NULM
facilitatedBankLinkagestoatleast150SHGs(20 portal
marks)
Agency having experience in Formation of
Federationsinlast3 years2021-2022,2022-2023,
2023-2024 NULM portal
1.3 15
7. Agency Formed atleast5 ALF-(5marks) /client report
8. Agency formed atleast10ALF(10marks)
9. Agency Formed More than 15ALF-(15marks)
Agency having experience of working in NULM
10. 2-3projects(5 marks) Work order
1.4 15
11. 4-5Projects(10 marks)
12. 6andabove(15marks)
13. Agency-facilitated Revolving Fund toatleast50
SHGs (5 marks) NULM portal 15
1.5 14. Agency-facilitated Revolving Fund to at least -100 /client report
SHGs (10 marks)
15. Agency-facilitated Revolving Fund to More than
150 SHGs (15 marks)
16. Agency-facilitated Revolving Fund toatleast5ALF
(5 marks) NULM portal 15
1.6 17. Agency-facilitated Revolving Fund toatleast10 /client report
ALF (10 marks)
18. Agency-facilitated Revolving Fund to More than
15ALF (15 marks)
 9

2. Agencycredentials–10marks
1. Number of projects awarded in last Three years (Techform2)any of the
by government/semi government/any aided followings:
agency/CSR (2021-2022, 2022-2023,2023-2024)  Completion
2.1
13.Agencyawarded1-3projects(5 marks) certificate from
14.Agencyawarded4andaboveprojects-(10marks) clients
10
 Work order
 Performance
certificates
 Experience
certificates
3. Firm'sInfrastructure–10marks
Whether office set-up available in the proposed cluster? Details of office
- 1Officer(05 marks) address with phone
3.1 10
- Morethan1(10marks) numbers

4.Empanelmentdetails– 20marks
Whether currently empanelled for strengthening or Copy of valid
4.1 training of SHGs with Central Government/ State empanelment 20
Government agencies like NRLM/NULM/NABARD.
5.Agency experience in Madhya Pradesh–50marks
Number of relevant projects in Madhya Pradesh
5.1 (minimum 2 projects in last 3 years : Technical form 2 10
(2021-22, 2022-23, 2023-24)
15.Agency awarded 1-3projects(5 marks)
16.Agency awarded 4 and above projects-(10marks)

Total 150

.
Note: For Empanelment agency should get at least 60% Marks out of 150 (Total Marks) Priority would be given to highest
marks obtaining agency for work
 10

Annexure-A: Instructions to Agencies

1. Introduction 1.1 If there any conflict between standard instruction (Annexure-A) to

agencies document and other documents of RFP. The condition
mentioned in data sheet, ToR and the invitation letter will prevail as
final.
1.2 Agencies are invited to submit a Technical Proposal only as specified
in data sheet. The agency means Bidder, Firm, registered Society,
Registered Institution or a registered organization.
1.3 Agency shall bear all costs associated with the preparation and
submission of its Proposal and contract negotiation.
1.4 The Client is not bound to accept any Proposal, and reserves the
right to annul the selection process at any time prior to award of
Contract without there by incurring any liability to the Agency.
Eligible 1.5 Agency may be a natural person, private entity, government-owned
Agency entity, or any combination of these,
1.6 Government- owned enterprises in India may participate as a bidder
only if they can establish that they: a) are legally and financially
autonomous, b) operate under commercial law, and c)are not
dependent agencies of UADD.
1.7 A firm or individual declared ineligible by the Government of India or
GoMP shall be ineligible to provide consulting services.
1.8 Agencyshallprovidesuchevidenceoftheircontinuedeligibilitysatisfactory
totheClient,as the Client shall reasonably request.
Conflict of Interest 1.9Intheeventofaconflictofinterest, the Agency is required to obtain
confirmation of “no objection‟ from the Commissioner/CMO, ULB in order to
bid. Conflict of interest exists in the event of: (i) the supply of services or works
whose ToR/ specifications were prepared by the bidding Agency (ii) the
successor to a previous assignment executed by the bidding Agency (e.g.
implementation of a project for which the Agency has conducted a
assessment) ; (iii) conflicting assignments, typically monitoring and
evaluation/environmental assessment by the implementation Agency;(iv)
Agency's, who are filling, or whose personnel or relatives are filling a post with
UADD or participating ULBs e.g. advisory role, team leader;(v) Agency's, who
have a business or family relation with a Client staff member directly or
indirectly involved in the preparation of the ToR, specifications, related
recruitment or supervision, and (vi) practices prohibited under the
anticorruption policy of the Government of India, and the Government of
Madhya Pradesh.
 11

Disclosure 1.10 Agency's have an obligation to disclose any actual or

potential conflict of interest. Failure to do so may lead to
disqualification of the Agency or termination of its Contract.
1.11 Agency must disclose if they are or have been the subject
of any proceedings (such as blacklisting) or other arrangements
relating to bankruptcy, insolvency or the financial standing of the
Agency, including but not limited to appointment of any officer such as
a receiver in relation to the Agency’s personal or business
mattersoranarrangementwithcreditors,orofanyothersimilarproceedings
.
1.12 Agency must disclose if they or any of their sub-
contractinghavebeenconvictedof,orarethesubjectofanyproceedingsrel
atingto:
iii) a criminal offence or other serious offence involving the activities of a
criminal organisation, or where they have been found by any regulator or
professional body to have committed professional misconduct;
iv) corruption including the offer or receipt of an inducement of any kind in
relation to obtaining any contract, with UADD/ULB, any other donor of
development funding, or any contracting authority;
v) failure to fulfil any obligations in any jurisdiction relating to the payment of
taxes or social security contributions.
Anticorruption 1.13 Are commendation for award of Contract will be rejected if it
is determined that the recommended Agency has directly, or through
an agent, engaged in corrupt, fraudulent, collusive, or coercive
practices in competing for the contract in question; in such cases
UADD or the relevant ULB will declare the Agency and/or members of
the consortium ineligible, either indefinitely or for a stated period of
time, from participation in GoMP financed activities, and Agency's will
be blacklisted by the Government of Madhya Pradesh.
2 Clarification 2.1 Agency's may request clarification of any of the RFP documents up to
of RFP a specified number of days before he submission date as indicated in
Documents the Data Sheet. Any request for clarification must be sent in writing,
including by standard electronic means, to the Client’s Representative
whose address is provided in the Data Sheet. The Client will respond
by standard electronic means within the period specified in the Data-
Sheet, and will send written copies of the response (including an
explanation of the query, without identifying the source of inquiry) to
all Agency's who have formally indicated that they intend to submit a
Proposal. Should the Client demit necessary to amend the RFP as a
result of a clarification
2.2Amendment 2.3 At any time before the submission of Proposals, the Client may amend
of the RFP by issuing an addendum in writing, including by standard
RFP electronic means.
documents 2.4 Any addendum will be sent to all Agency's and will be binding on
them. Agencies shall acknowledge receipt of all amendments in
writing, including by standard electronic means, in order to remain
eligible.
 12

2.5 To give Agency's reasonable time in which to take an addendum into

account in preparing their Proposals, the Client may, at its discretion,
extend the dead line for the submission of the Proposals.
3 Preparation of 3.1 The Proposal and all related correspondence exchange between the
Proposals Agency and the Client shall be written in the English language. Supporting
Language of documents and printed literature that are part of the Proposal may be in
Proposals another language provided they are accompanied by an accurate translation
of the relevant passages in English, in which case, for the purposes of
interpretation of the Proposal, the translated version shall govern.
Cost of bidding 3.2The Agency shall bear all costs associated with the preparation and
submission of its Proposal. The Client shall not be responsible or liable for
those costs, regardless of the conduct or outcome of the bidding process.
.
Partners 3.3 Alternative experts shall not be proposed, and only one curriculumvitae
(CV) may be submitted for each position.
4 Full-time 4.1 It is desirable that theTeam Leader or expert proposed asTeam Leader
employees is a regular full-time employee of the Agency. A regular full-time employee is
defined as a person who, on the date of submission of the Agency’s Proposal:
i) is currently employed under a contract or agreement of employment with
the Agency.
ii) has been employed by the Agency for the12 consecutive months
Immediately preceding the date of submission of the Proposal;
iii) is entitled to receive regular remuneration and benefits from the Agency;
and
iv) is engaged to work for the Agency for the number of hours per day and
days per year considered the norm in the country of employment or in the
country in which the person is assigned.

5.1 These instructions should be read in conjunction with in formation

5 Instructions
forsubmission of specific to the consulting services contained in the Covering Letter, Data
Proposal Sheet, and Instructions to Bidders for participation in e-Tendering and
accompanying documents.
5.2 Proposals must be received online before the deadline specified in the
Data Sheet/Key Dates.
Documents 5.3 Agency's shall submit the proposal in online format only.
 13

comprising the The Technical Proposals (submitted Online)will be opened at the date and
Proposal time specified in the Data Sheet/ Key Dates while Financial Proposal is not
require in this proposal.
.
Technical Proposal 5.4 The Technical Proposal shall contain the following:
(see Annexure-B) i) Section1: Covering Letter, subject to maximum of two (2) pages
(FormTech1);
ii) Section2: Project detail sheets outlining previous experience of the firm
in at least five similar types of assignments completed during the last
Five years (in prescribed format)(FormTech2)
iii) Section3:Employee/Trainer details (Form Tech3)
iv) Section 4: CVs of personnel to work on this project (in the CV please
include name of staff, nationality of staff, profession/designation of staff,
proposed position in the team, whether employee of the firm, number of
years with the firm, key qualifications, education, experience and
languages known),(FormTech4);
v) Section5:Firmsinfrastructure(Formtech5)
vi) Section 6: Technical Response comprising approach and methodology
on how the firm will deploy and manage the complement of staff,
including charts and diagrams; (Formtech6)
vii) Section7: Empanelment letter Tech form 7
viii) Section 8 Matters not appropriate in any other section. This includes:
written confirmation authorising the signatory of the Proposal to commit the
Agency; disclosures, if any; and declaration of conflict of interest, if any.
ix) Section 9 should not include any promotional material, brochures, etc.
5.5No mention of your commercial response should be made anywhere in the
Technical Proposal, unless specified in the Data Sheet; non-
confirmationwillresultinautomaticdisqualificationoftheAgency‟sProposal.
Financial Proposal5.6 No Financial Proposal is required at this point of time:
(See Annexure-C)
Submission 5.7 Agencies are expected to carefully review the contract provisions
instructions attached in the RFP for preparation of their Technical Proposals.
5.8 The Agency shall submit both Technical Proposal issuing the
appropriate submission sheets provided in Annexure-B: Technical Proposal
Submission Forms and Annexure-C: These forms must be completed without
any alteration to their format, and no substitutes will be accepted. All fields
shall be completed with the information requested.
5.9 Agencies are required to submit their Technical Proposals online (in soft
copy) in Adobe Acrobat (PDF) format only.
 14

Taxes 5.11The Agency may be subject to taxes (such as: fringe benefit tax, value
added or sales tax, service tax, duties, etc) on amounts payable by the Client
under the Contract.
Proposalvalidity 5.17Proposals shall remain valid for the period specified in the Data Sheet
commencing with the deadline for submission of Proposals as prescribed by
the Client.
5.18 A Proposal valid for a shorter period shall be considered non-
responsive and will be rejected by the Client.
5.19 In exceptional circumstances, prior to the expiration of the proposal
validity period, the Client may request Agency's to extend the period of validity
of their Proposals. The request and the responses shall be made in writing. A
Agency may refuse the request. A Agency granting the request shall not be
required or permitted to modify its Proposal.
5.20 During the Proposal validity period, Agency's shall maintain the
availability of experts nominated in the Proposal. The Client will make its best
effort to complete negotiations with in this period.
5.21For Online submission please refer “Instructions to Bidders for
participation in e-Tendering”

5.30 Proposals must be submitted online on https://www.mpetenders.gov.in

5on the Data Sheet and delivered on or before the time specified in the Data
.Sheet/Key Dates.
25.31 The Client may, at its discretion, extend the deadline for the submission
Deadline for 8of Proposals by amending the RFP in which case all rights and obligations of
submission of
the Client and Agency's subject to the previous deadline shall thereafter be
Proposals
Fsubject to the deadline as extended.
o5.32 From the time the Proposals are opened to the time the Contract is
rawarded, the Agency's should not contact the Client on any matter related to
its Proposal. Any effort by Agency's to influence the Client in the examination,
Oevaluation and ranking of Proposals, and recommendation for award of
nContract, may result in the rejection of the Proposal.
l

Late Proposals 5.34 The Client will not consider any Proposal that arrives after the deadline
prescribed by the Client for submission of Proposals in the Data Sheet/ Key
Dates. Any Proposal received after the respective deadline for submission
shall be declared late, rejected, and returned un opened to the Agency.
 15

Withdrawal of 5.35 A Agency may withdraw its Proposal after it has been submitted by
Proposals sending a written Withdrawal Notice, duly signed by an authorized
representative, and including a copy of the authorization document. The
Withdrawal Notice must be:
i) submitted in the respective envelopes shall be clearly marked
„WITHDRAWAL‟; and
ii) received by the Client prior to the deadline prescribed by the Client for
submission of Proposals.
5.36 Proposals that are withdrawn shall be returned un opened to the
Agency.
5.37 No Proposal shall be withdrawn in the interval between the deadline for
submission of Proposals and the expiration of the period of Proposal validity
specified in the Data Sheet or any extension thereof, except in the case of a
request by the Client to extend the Proposal validity.
6 Opening of 6.1 The Client will open EMD/ Technical Proposals at the address, date
Proposals and time specified in the Data Sheet as the deadline for submission.
Opening of Technical
Proposal
6.3 Only Technical Proposals read out and recorded at Proposal opening
shall be considered for evaluation. No Proposal shall be rejected at the
opening of Technical Proposals except for late Proposals, in accordance with
Clause 5.35.
6.4 The Client shall prepare a record of the opening of Technical Proposals
that shall include the name of Agency's and indicate whether there is a
withdrawal. The Agency's ‟representatives who are present will be requested
to sign the record. The omission of a Agency’s signature on the record shall
not invalidate the contents or effect of the record. A copy of the record will be
distributed to all Agency's in writing or through standard electronic means.
6.5 Technical Proposals which are rewarded the minimum qualifying marks
according to the evaluation criteria provided in Clause 7.7 below shall qualify
for Empanelment.
 16
7 Evaluation of 7.1 Information relating to the examination, evaluation, comparison, and
Proposals post-qualification of Proposals, and recommendation of Contract award, shall
not be disclosed to Agency's or any other persons not officially concerned with
such processes until information on Contract award is communicated to all
Agency's.

Undue influence 7.2Any attempt by a Agency to influence the Client in the examination,
evaluation, comparison, and post-qualification of the Proposals or Contract
award decisions may result in the rejection of its Proposal.
Clarification of 7.3 To assist in the examination, evaluation, comparison and post-
qualification of Proposals, the Client may, at its discretion, ask any Agency for a
clarification of its Proposal. Any clarification submitted by a Agency that is not in
response to a request by the Client shall not be considered. The Client’s
request for clarification, and the response, shall be in writing. The Client may
waive any non-conformity or omission in a technically qualifying Proposal that
does not constitute a material deviation.

`
 17

Evaluation of7.7 The evaluation committee shall evaluate the Technical Proposals on
Technical the basis of pre-set criteria detailed in the bid-data sheet
Proposals

Qualification of7.8 After the technical evaluation is completed, under FBS the Client shall
Technical notify, in writing, Agency's whose Technical Proposals receive a mark of
Proposals 90/150 or higher, indicating the date, time, and location for opening of
Financial Proposals. specified in the Data-Sheet within the budget.

7.9 When fix cost budget method is used no Financial evaluation, the
Selection will be done on the basis of technical Scoring above 90/150
marks Below it proposal will be considered disqualify.
Client’s right to 7.15 The Client reserves the right to accept or reject any Proposal, and to
accept any annul the bidding process and reject all Proposals at any time prior to
Proposal, and to reject any or Contract award, without the re by incurring any liability to the Agency's.
all Proposals
7 Award of 7.1 Prior to the expiration of the Proposal validity period, the Client shall
Contract notion the successful Agency, in writing, that its Proposal has been accepted.
 18

Notification At the same time, the Client shall notify all other Agency's of the results of the
bidding.
7.2 Until a formal Contract is prepared and executed, the notification of
award shall constitute a binding Contract.
Negotiations 8.3 The successful Agency will be informed in writing of the date, place and
time for negotiations/ clarifications, if any. Representatives conducting
negotiations on behalf of the Agency must have written authority to negotiate
and conclude a Contract.
8.4 The successful Agency will confirm in writing its participation in
negotiations and ability to adhere to its Proposals within five(5) days of
receiving the notice.

Availability of 8.6 The Agency shall confirm the availability of all personnel as indicated in
Personnel its Proposal.
8.7 The Client will not consider substitutions during contract negotiations
unless both parties agree that undue delay in the selection process makes
such substitution unavoidable, or for reasons such as death or medical in
capacity. Any proposed substitute shall have equivalent or better qualifications
and experience than the original candidate and must be submitted to the
Client within the period of time specified in the Letter of Invitation to negotiate.
8.8 Failure to meet either of these requirements may result in
disqualification.
Signing of 8.9 Promptly after notification, the Client shall send to the successful
Contract Agency the Contract and the Special Conditions of Contract (draft attached in
this RFP).
8.10 Pursuant to negotiations, the successful Agency shall sign, date, and
return the Contract, along with necessary supporting documents, to the Client.
9.1 The Agency is expected to commence the Services on the date and at
Start date the location specified in the Data Sheet.

The Agency shall perform all the services as specified in the ToRs. The Agency shall
8 Penalty ensure quality and timely delivery of all the deliverables. Failing to achieve the
deliverables due to the reasons of the delay from the Agency will attract a strict
penalty. Penalty of around 0.5% per month of the contract valve will be levied, if the
deliverables are not achieved on time.
 19

Annexure-B: Technical Proposal Submission Forms

Tech1:Covering Letter

[Location, Date]

To: [Name and address of Client]

Dear Sir or Madam,

We, the undersigned, offer to provide the Consulting Services for [Insert title of assignment] in
accordance with your Request for Proposal dated [Insert Date] and our Proposal. We are here by
submitting our Proposal, which includes Technical Proposal only.

We hereby declare that we have read the Instructions to the Agency included in the RFP, and
abide by the same, and specifically to conditions mentioned in Section 1.5to 1.8. [In case of any
declaration, reference to concerned document attached must be made].

We hereby declare that all the information and statements made in this Proposal are true and
accept that any misleading information contained in it may lead to our disqualification.

We confirm that all personnel and/or sub-contractors named in the tender will be available to
undertake the services.

We undertake, if our Proposal is accepted, to initiate the Consulting Services related to the
assignment not later than the date indicated in the Data Sheet.

We understand you are not bound to accept any Proposal you receive.

Yours faith fully,

Authorised Signature [In full and initials]:

Name and Title of Signatory:

Name of Firm:

Address:

1
Ifapplicable
 20

Tech2: Project Detail Sheet (outlining previous experience)

Assignment name: Approx. value of the contract (in current Rs):

Country: Location within Country:

Name of Client: Total No of person-months of the assignment:

Address of Client: Approx. value of the services provided by your

firm under the contract (in current Rs.):

No. of person-months provided by your firm:

Start date No. of professional person-months provided by

the JV partners or the Sub-Agency's:
(month/year):Completion date

(month/year):

Name of Agency:

Name of Senior Staff (Project Director/Coordinator, Team Leader) involved from your firm
and functions performed indicated whether regular full-time employees of your firm or part-
2
time/independent

Narrative description of Project in brief:

Description of actual services provided by your firm in the assignment (Pl. ensure that the details
such as training provided, candidates placed, self-enterprises, placement provided etc are provided in the project detail
sheet)
:

2
Regular full-time employee as defined in Clause 4 of„ Instructions to Agencys‟.
 21

Tech3: Employee / Trainer Details

Please provide details of maximum 15 employees/trainer

Sl. No Employee name Designation Employee since Expertise

 22

Tech 4: Agency Infrastructure

Sl. No. Description Detail

1. Office address

2. Details of Local facilities

3. Photographs of Local
facility

4. Other infrastructure
 23

Tech5: Approach & Methodology

Please provide your detailed about SHG formation covering capacity building training, Linkages with
bank and Income generation activities, handholding, developing training modules etc as detailed in the
evaluation criteria. Bidders should also provide a work plan clearly highlighting the deliverables schedule.
 24

Tech6: Empanelment letter

Pl. provide empanelment letters as relevant
 25

AANEXURE-C Terms of Reference for the Selection of Agencies, State Urban

Livelihoods Mission, Madhya Pradesh
1. Introduction

The urban poor face multiple deprivations - inadequate access to affordable housing, basic civic services
like water, sanitation, drainage, solid waste management, roads, street lighting, health care, education
and social security, and livelihoods opportunities. The dimensions of urban poverty can be divided into
three categories: (i) residential vulnerability (access to land, shelter, basic services, etc.); (ii)social
vulnerability (deprivations related of actors like gender, age and social stratification, lack of social
protection, inadequate voice and participation in governance structures, etc.) and (iii) occupational
vulnerability (precarious livelihoods, dependence on informal sector for employment and earnings, lack of
job security, poor working conditions, etc.). These vulnerabilities are inter-related. Amongst the urban
poor, there are sections subject to greater vulnerability in terms of the above classification; these include
women, children, the aged, SCs, STs, minorities and differently-abled persons who deserve attention on
a priority basis.

The National Urban Livelihoods Mission (NULM) shall rest on the foundation that mobilisation of urban
poor households to form their own institutions is an important investment for an effective and sustainable
poverty reduction programme. These institutions of the poor would partner with local self-governments,
public service providers, banks, private sector and other mainstream institutions to facilitate delivery of
social and economic services to the poor.

Urban Local Body under State Urban Livelihoods Mission (SULM), Madhya Pradesh, seeking support
from Agency(ROs) for the promotion and strengthening of women collectives through formation of self
help groups and strengthening of existing SHGs in urban settings of the 378 cities/towns of the state.
ROs/CRPs will be engaged to facilitate the formation of SHGs and their federations at area and city/ town
level. ROs will also facilitate the processes of bank linkages and provide training and capacity building to
SHGs and their federations.

Madhya Pradesh, Urban Local Body will empanel 1 or 3 top ROs (Agency) based on the technical
competency of the organization through a competitive processes. The empanelled agencies may
beallocatedapartoftheCity/areaorentirecityfortheimplementationofthe program.

2. Scope of Work

NULM become operational in all cities/town of Madhya Pradesh. All target households (urban poor
households and occupationally vulnerable segments like rag pickers and street vendors) will be included
to achieve universal coverage.
The selected agencies will be forming, strengthening, hand holding and facilitate for bank linkages of
SHGs and its federations, enabling them to function as an institution independently. ROs will be creating
Area Level (AL) and City Level Federation through strong facilitation and handholding support to the
SHGs.

The capacity building of SHGs and Federations will be the primary role to be played by the selected
agencies. Agencies will develop training modules for SHGs and Federations in coordination with
respective ULBs/SULM. The ROs will impart training to SHGs and Federations on agreed and approved
training modules. ROs will coordinate with key stakeholders such as ULB, SULM, Bank and other
relevant government department.
 26

Agencies will ensure that all members of ALFs/CLFs undergo training to build their capacity on issues
such as: (a) the SHG / federation concept (including savings), facilitate bank linkages for SHGs, hand-
holding support, developing proposal for bank loan etc. as agreed with ULBs and SULM.

ROs will handhold SHGs for 1 years. The ULB will assign the RO to a compact geographical area of the
city within which the agency will function. The RO should cover a minimum of ……..SHGs depending
on the local conditions, a city/town may be covered by a single or more than one RO to achieve
criticalmassandensurequalitytraining.ROswillreporttoULBsfortheirday-to-dayfunctioning.

3. RO Team Composition:

Each cluster will have one Team Leader and at the City/ULB level the RO will appoint two personnel
asperthefollowingtableS.N.2&3.

S.N. Designation Location Qualification& Experience

1 Team Leader Cluster Level Post Graduate with10year's of
experience in development sector
2 Micro-finance/SHG expert City/ULB Level Post Graduate with five year's of
relevant experience.
3 Social Mobilizer City/ULB Level Graduate with five years of
relevant experience
 27

3. Key Task of Agency's

3.1 Identification of SHGs and assessment of existing: Agency will identify the existing SHGs
formed under NULM/SJSRY and by other organization in the ULBs/ town and assess the status
of these SHGs in terms of their quality of functioning. Agencies will develop a standard
questionnaire to conduct the assessment and will collect relevant data to assess the SHG
situation. This should include best practices, lessons learnt, (what went right and what was not);
institutional mechanism, training; sustainability etc. Based on this exercise selected agencies will
determine the requirement of new SHGs to be formed and number of existing SHGs to be
strengthened in each ULBs/town. Selected agencies will also identify potential individuals to form
new SHGs. The membership should be preferably from the weaker section of the group and a
participatory and self-selection approach to be followed in the process of group formation.

3.2 A part from the forming of new SHGs the selected agency will also strengthening the agencies
but potential to become an active group. The number of such self help groups in ULB to be
agreed with the concern authority of ULB. Once the number of defunct/irregular SHGs agreed the
agency will work for the strengthening of SHGs.

3.3 Community Organisation: Selected agencies will be responsible for community mobilisation,
building trust and gain confidence of urban poor to form self help groups and take collective
actions at the slum level/city level. ROs will work closely with women and facilitate the processes
of forming self help groups and form area and city level federations.

3.4 Bank and Financial Linkages: The selected agency will facilitate the processes for establish
SHGs linkages with Banks which begins with the opening of bank account. To scale up SHGs
Bank linkages and make it sustainable banks have been advised to consider lending to SHGs as
their main stream credit operations. ROs will facilitate filling of loan applications for eligible SHGs
to access credit from the banks.
 28

3.5 Capacity Building SHGs: After the identification of existing SHGs and formation of new SHGs
with potential and interested individual, agencies will provide training to all the members of SHGs
(not just the leaders/ representatives). The broader content of the training module will be:
(a) The basic concepts of functioning of a SHG i.e Panchsutra like how to conduct meeting;
basics of savings, lending money, repayment habits; book keeping; responsibilities of group
members,(b)book-keeping and accounting, fund management, building bank and credit linkages;
(c) communication, decision making, conflict resolution, self-assessment, etc.; and (d)accessing
government benefits under NULM and other programs. The training will have to be in accordance
with the prescribed protocol given in Annexure-A. However, the final content of the training will be
mutually agreed with respective ULBs.

3.6 Capacity Building of Area/City Level Federation: Selected agencies will ensure the formation
of Area Level (AL) and City Level (CL) Federations. In order to enable these Federations function
independently the AL and CL key representatives and its members should be trained in
accordance with the given format in Annexure-B.

3.7 Coordination: ROs will coordinate with ULBs, Bank, SULM and other government departments
for leveraging fund for self help groups and vulnerable/poor households to access benefits
through different government led programme and schemes. ROs will also facilitate the processes
for the convergence with relevant programme and scheme dealing with skills, livelihoods,
entrepreneurship development, health education etc. ROs will coordinate with skill Agency in the
City/town, encouraging potential candidates for skill up-gradation and development fur
sustainable livelihoods.

3.8 Handholding support for at least 12 months: ROs have to provide continuous facilitation and
also attend SHGs and federation meetings on a regular basis. The ROs will also facilitate the
processes to bring in bankers, government officials from various departments, and members from
established SHGs to interact with SHGs. The ROs will provide assistance to the SHG members in
the process of opening bank account for newly formed SHGs and the existing SHGs that have no
bank account. ROs will encourage SHGs to access credit from formal banking system.

3.9 Withdrawal strategy: The ROs will develop and implement strategies for the withdrawal of
external support from the beginning. ROs will gradually withdraw its active support and hand-over
to the area/city level federations in phase manner.

4. Stake holders and their Roles

The key stake holders roles and responsibilities are broadly defined as under:

Stakeholder Roles

SULM (State Over all supervision and guidance to the implementing agencies and
Urban Livelihood ULBs
Mission),UADD review of the overall performance and progress
Liaison with key stakeholders to achieve objectives of this programme
Output/ deliver able review

ULBs(Urban ULB will work closely with selected ROs

level Bodies) Overseeing the RO's performance
Ensuring regular updation of MIS Data from RO
Reporting to SULM/Govt.
Output review at the city/town level
 38

Stakeholder Roles

Contract, agreement and prompt payment

Coordinate and facilitate City Level interface with Govt. Departments and
Financial Institutions.
Implementing 1. Identify Affinity groups- should identify prior relationship of trust and
agency (Resource mutual support and encourage those individuals to form SHGs. The
Organisation) membership should be perfectly through participatory approach and self
selection.
2. Capacity Building- Once the SHG is formed RO will train all SHGs
members including office bearers with basic concept of functioning of
SHGs such as savings, lending, repayment habits, responsibility of
groupmembersandofficebearers,bookkeepingandaccounting,decisionmaki
ng and conflict management, bank credit linkages, assessment of group
performance etc.
3. Handholding support: RO will attend the SHG meeting regularly and
will facilitate to bring bank and government officials from various
department and members from established/strong SHGs and federations
for interaction and cross learnings. RO will facilitate the processes for
SHGs credit linkages with Banks
4. Withdrawal – RO will be expected to withdraw from that SHGs that
areformedandperformingsatisfactorily.Atthisstagethelevelofmonitoringwi
llincrease.
5. Coordination: RO will coordinate with ULBs on a regular basis and also
work closely with the city level management team.RO is also expected to
coordinate with SULM and other government department on a regular
basis.
6. Reporting: RO will report progress on an agreed set of monitoring
formats including regular update of MIS.

5. MIS and Reporting

5.1 The Agency will provide regular progress reports on an agreed format and periodicity with
respective ULBs.
5.2 All relevant information should be available on the website. UADD and ULB must provide access
to the information and website.
5.3 SULM (State Urban Livelihoods Mission) and ULB jointly will monitor the progress of programme
implementation and interact with the agency to ensure that the program falls within the schedules
and agreed timeline.
The scope of work will be applicable to NULM or its allied programme/ name change in future.
 38

6. Payment Schedule and Milestones

मांक काय िववरण भुगतान क

रािश
1 मागद शकाके अनुसार व- 3,000/-
सहायतासमूह कागठनएवं रजो यूशनक कॉपीजमाकरनेपर
2 व-सहायतासमूह काबकमखाताखुलवानाएवंपासबुकक कॉपीजमाकरनेपर 2,000/-
3 डे-एनयूएलएमक मागद शकाके अनु पसमूह कािविभ मॉडयू स (संल ) 1,000/-
पर मतावृि करनेपर

4 डे-एनयूएलएमअंतगतसमूह को रवा वगफ डतथाबक लके जकरनेपर 1,000/-

5 े तरीयसंगठन (ALF)कागठनएवंरिज ेशनकरना 1,000/-
6 े तरीयसंगठन के बंधनहेतआ
ु त रकसमुदाय ोत ि य (Internal 2,000/-
CRPs)कािच हांकनएवं िश णआयोिजतकरनातथाफाइनल रपोटजमाकरना
कु ल योग 10,000/-
7. Outcomes/Deliverables
7.1 Identification of SHGs and assessment of the status of existing SHGs with following information
Number of existing SHGs(formed by SJSRY/previous year when NULM started and
other institutions)in ULBs with current status in terms of functioning of SHGs A
detailed plan for the formation of new SHGs and strengthening of defunct/
Irregular SHGs
Number of SHGs to be formed in ULBs
7.2 development and approval of training modules and content for SHGs and Federation
7.3 At least1member from each identified urban poor household, preferably a woman has to be a
member of an SHG and at least 70% of the members of SHGs should be urban poor.
7.4 ROs to train SHGs and AL and CL federations to build their capacity on issues such as: (a) the
SHG concept (including savings), how to conduct meetings, responsibilities of group members,
etc; (b) book-keeping and accounting, fund management, building bank and credit linkages; (c)
communication, decision making, conflict resolution, self-assessment; and (d) accessing
government benefits under NULM, and other social programmes of the central, state and local
governments.
7.5 All SHGs to have a bank account for deposit of savings
7.6 All SHGs to be linked to banks for credit
7.7 All new SHGs formed access revolving fund support under NULM
7.8 SHGs will be federated at the area-level and at least one City-level Federation will be formed
per City
7.9 All ALFs to be registered as a society
7.10 All ALFs formed must access revolving fund support under NULM
 38

AnnexureA

Training of All members of SHGs

S. Topics Participants Kits Format Duration

N.
1. Basic concept of self help and All Visual Focus group ½ day
SHGs, objective of SHG members material discussion
2. Function of SHGs, framing of SHG All Reading Class room 1day
rules, election/ selection of office members material discussion/
bearers, conducting meeting, sharing
agenda and meeting proceedings, experience with
responsibilities of successful SHGs
group members
3. Basic of savings, credit, SHG office Material on Class room ½days
repayment habits, responsibility of bearers rules of discussion/
members saving & sharing
Credit experience with
successful SHGs
4. Book keeping and accounting, SHG All books Class room 2day
fund management and bank Officer format discussion and
linkages bearers practice of all
formats
5. Quality of SHG, Grading of SHG All Grading Class room 1day
members format discussion and
practicing filling
the formats
6. Decision making and conflict All Class room ½ day
resolution process members discussion and
practice of all
formats
7. Field visit of office bearers SHG Office Pre visit Interaction with 1day
bearers note successful
groups. Review of
all books of
account
8. Business opportunity, guidance All Brief profile Class room 1day
for income generating activities members of business discussion and
activities sharing of
successful
women
entrepreneurs
9. Why of federation, objective of All Notes on Class room 1day
federation members Federation discussion
 4
309

Annexure-B

Training of Area level & City Level Federation

S.N. Topics Participants Kits Format Duration

1. What is a federation? Why All members Manual on Federation 2day
federation? The structure of federation
roles and function of
federation. How to facilitate
SHGs in performing better
–monthly review–role of
CLF/ ALF Autonomy of
SHGs subordination of
CLF to SHGs
2. Exposure Visit to a good All members 1day
CLF of federation
3. Linkages with External All members 2day
agencies-local bodies, of federation
Government agencies,
marketing intermediaries,
etc, The role of External
agencies, How to approach
external agencies
4. Financial management, All members 2day
Accounting procedures, of federation
How to manage finance,
Planning Budgeting, How to
prepare a simple proposal

5. Grading of member SHGs- All members 2day

role of CLFs, Auditing, Self of federation
grading
6. Cluster level events, All members 2day
Communication skills, of federation
Leadership qualities,
camps/ rallies on social
issues, Awareness,
programmes -health,
education and
environment,Advocacyofleg
alrightsforwomen-
property,maritalandother
legal rights
 41

Annexure-C

Credential of the Bidder organisation

S.N. Details Response

1. Bidders Name of the Firm
details Year of Establishment
Complete Postal Address
with pin Code
Name of the Contract person
Office Phone and Fax
Mobile Number
Website
2. District of Brief details of work being
Operation done
in Madhya
Pradesh,
if Any
Complete Postal address
Year of experience working
with SHGs/Federation