Expression of Interest (EOI) for Empanelment of Chartered Accountants

Financial Advisory Services - Onsite; Expression of Interes EOI for Empanelment of Chartered Acco

Service
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Tender Timeline

Tender Issue
June 16, 2025 at 6:04 PM

Tender Description

Tender Title: Expression of Interest (EOI) for Empanelment of Chartered Accountants
Reference Number: 1401e230c
Issuing Authority/Department: Transport Department, Uttar Pradesh

The Expression of Interest (EOI) for the empanelment of Chartered Accountants is intended to enlist qualified professionals who can provide financial advisory services. This tender aims to create a comprehensive list of competent chartered accountants that the Transport Department of Uttar Pradesh will engage to enhance its financial management activities.

Scope of Work and Objectives

The main objective of this tender is to ensure that the Transport Department can effectively manage its financial operations through professional assistance. The services that are necessary may include:

  • Conducting audits and assessments of financial records.
  • Offering advice on financial matters and compliance.
  • Assisting in the formulating of financial policies.
  • Providing consultancy services pertaining to taxation and regulation compliance.

General Information

Item Category
Financial Advisory Services - Onsite; Expression of Interes EOI for Empanelment of Chartered Accountants In Transport Commissioner Office UP Tehri Kothi MG Road Lucknow 226001
Organisation Name

Financial Information

Minimum Turnover
₹50.00 Lakh (s)
Bid Offer Validity
90 (Days)
Arbitration Clause
No
Mediation Clause
No

Evaluation and Technical Information

Evaluation Method
Total value wise evaluation
Inspection Required
No
Technical Clarifications Time
2 Days

Tender Documents

4 Documents
GeM-Bidding-7973553.pdfMain Document
Scope Of Work DocumentSCOPE_OF_WORK SOW
Buyer uploaded ATC documentATC ATC
GEM General Terms and Conditions DocumentGEM_GENERAL_TERMS_AND_CONDITIONS

Documents Required from Seller

  • Experience Criteria
  • Bidder Turnover
  • Certificate (Requested in ATC)
  • Additional Doc 1 (Requested in ATC)
  • Additional Doc 2 (Requested in ATC)
  • Additional Doc 3 (Requested in ATC)
  • Additional Doc 4 (Requested in ATC) *In case any bidder is seeking exemption from Experience / Turnover Criteria
  • the supporting documents to prove his eligibility for exemption must be uploaded for evaluation by the buyer

Frequently Asked Questions

The eligibility requirements include being a registered entity with valid membership from the Institute of Chartered Accountants of India. Applicants must demonstrate experience in delivering financial advisory services, preferably in a governmental context. Relevant qualifications and a solid professional history will be critical in the evaluation process.

Participants must submit several required certificates alongside their application, including GST registration, income tax returns for the past three years, and a bank solvency certificate. Providing these documents will help to clearly demonstrate your organization’s financial credibility and compliance with local regulations.

To register and submit documents for this EOI, you must access the designated online portal. Ensure all documents are prepared in the accepted formats such as PDFs or DOCX files. The submission process requires you to complete an online form and upload necessary documentation by the specified deadline.

The payment terms in response to services rendered will typically follow the norms established by the Transport Department, including invoicing and preset payment schedules. Performers may need to submit regular progress reports and invoices according to the department’s established protocols.

The evaluation and selection process for this tender will focus on multiple factors including technical expertise, proven track record, and financial stability. Applicants will be assessed by a committee that will verify their credentials and assign scores accordingly before making selections for empanelment.

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