“Comprehensive Support to Farmers for Doubling their ...

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Page 1 of 32 Advisory Services for FPO Promotion Terms of Reference for Empanelment Resource Institutions (RI) for “Comprehensive Support to Farmers for Doubling their Incomes” in JSW Foundation Project Areas of Karnataka

Transcript of “Comprehensive Support to Farmers for Doubling their ...

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Page 1 of 32 Advisory Services for FPO Promotion

Terms of Reference for

Empanelment Resource Institutions (RI) for

“Comprehensive Support to Farmers for Doubling their

Incomes” in

JSW Foundation Project Areas of Karnataka

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Contents Information to Bidders ..................................................................................................................................3

Scope of the Proposal: ..................................................................................................................................4

Output ........................................................................................................................................................ 16

Financials .................................................................................................................................................... 19

Resource Requirement .............................................................................................................................. 21

Eligibility Criteria ........................................................................................................................................ 23

Evaluation of Proposal ............................................................................................................................... 24

Technical Proposal Evaluation .............................................................................................................. 23

Combined and Final Evaluation ............................................................................................................ 25

Schedule of Selection Process .................................................................................................................... 25

Technical Proposal – Standard Forms ........................................................................................................ 26

Technical Proposal Submission Form..................................................................................................... 26

Firm’s Experience ................................................................................................................................... 27

Format for Submission of Curriculum Vitae (CV) ................................................................................. 28

Details of Bidder ......................................................................................................................................... 29

Financial Proposal – Standard Forms ......................................................................................................... 30

Summary of Costs ...................................................................................................................................... 32

ANNEXURE -1 ............................................................................................................................................. 32

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Information to Bidders About JSW Foundation

JSW Foundation (JSWF) is currently working with 6000+ farmers covering 5,800+ acres of cultivable land

and 17,400 ha land under watershed management, through participatory approach striving to align to

local, national and global goals (Sustainable Development Goals). The foundation has taken several

initiatives for convergence with Govt. schemes, FPO strengthening, integrated watershed management,

capacity building programmes etc., with an aim to increase farm and off-farm incomes across key states

such as Karnataka, Maharashtra, West Bengal, etc.

The foundation has thus envisaged a more focused approach/project on inclusive Agri livelihood model

across value chain, capacity building of the farmers, promoting an improved package of practices,

advocating less water-intensive farming techniques and forging strategic partnerships. The emphasis is

on the market-led sustainable enhancement of profits to make Agri-livelihoods a preferred mode of

occupation.

The JSW Foundation’s initiative is focused towards strengthening institutional capacities and enhance

market capacities by rehabilitating existing value chains, supporting integrated farming systems and

strengthening value chain development, thereby contributing towards improvement of livelihood of

farmers and other rural communities in Karnataka state.

In lieu of the above and to scale-up from our existing initiatives under watershed management, through

participatory approach, JSWF are striving to align to local, national and global goals (Sustainable

Development Goals). JSWF have thus envisaged a more focused approach on the following aspects:

Inclusive Agri livelihood model across value chain,

Capacity building of the farmers, promoting improved package of practices,

Advocating water-efficient farming techniques

Forging strategic partnerships through convergence with Govt. departments, NGO’s and

strategic partners

Emphasize on the market-led sustainable enhancement of profits to make Agri-livelihoods a

preferred mode of occupation.

Objective of the Proposal:

Enhance the Farmer’s livelihood income by at least 50% through production, productivity,

market access, input access and allied activities by the end of 3rd year of the Project through

Farm and allied activities.

In order to achieve the objective stated above,

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1. To form 50 new FPO’s (or) strengthen the existing FPO’s in the JSW Project area of Bellary,

Koppal, Chitradurga & Bagalkot districts.

2. To help in social mobilization of farmers, create institutional system to enhance the market

access by way of market linkage and value chain infrastructure facilitation for better price

realization of the FPO’s /Farming community and ensuring minimum turnover of each FPO

by at least 50 lakhs per annum in 2 years onwards

Scope of the Proposal: The specific tasks to be carried out by the Consultancy firm are as follows.

1. Baseline Survey Baseline Assessment to be carried out to collect data pertinent to present situation of farming by

visiting the project area to understand the current state of target families (demographic details,

assets, livelihoods / incomes); area natural resources (land types, water availability); and

agriculture sector (land and crop productivity, current and potential linkages, access to finance,

current infrastructure, information, etc.) to identify potential interventions and develop Business

Plan. Baseline assessment covers a variety of factors such as,

(a) Collecting details of production, marketable surplus, production and marketing

calendar, etc. and social mapping using participatory methods like PRA techniques &

tools

(b) Screening the potential clusters of surplus producers for organizing the FPO/FPC.

(c) Conducting market and value chain analysis of highest priority crops, understand the

market opportunity (segments, size, growth), smallholder competitiveness, and

opportunities to strengthen the supply chain etc.

(d) Undertaking awareness campaign to inform the farmers about the benefit of farmers’

collectives/organizations etc. through individual contact, small group meeting,

organizing mass meeting, community envisioning etc.

(e) Select group representatives, informing about time and place of meeting, naming of

the group, identify the group activities

The period for base line survey is 45 days.

2. FPO Formation Fundamentals The membership of each FPO shall comprise of 800 farmers to a maximum number of 1000 of

farmers per FPO.

The consultancy firm /RI’s can choose from the four districts (Bellary, Koppal, Chitradurga and

Bagalkot) & Value chain /Priority products for FPO formation. But the final allocation of FPO will

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be based on the expert committee recommendation based on the need, gap and mutual consent

of RI.

The minimum number is 5 FPO’s & maximum number of FPO’s the consultancy firm /RI can work

is 15, across the districts.

Majority of FPO will be in Bellary District and 10-15% of which will be in Organic Farming / Zero

Budget farming etc.,

The FPO needs to have essentially minimum 2 Qualified Staffs (CEO and Staff) and Resource

Institution must have 4 Full time as given the resources details

All RI will work with both existing and new FPO and the allocation will be based on expert

recommendation and mutual consent of RI

Of the total 50 FPO’s planned, each of the 10 -15 FPO’s will be federated with a Apex Governing

Body.

Consultants may associate with other firms to enhance their qualifications, but should indicate

clearly whether the association is in form of a joint venture. In the case of a joint venture, all the

partners in the joint venture shall be jointly and severally liable for the entire contract, if

selected.

3. Preliminary/Awareness Meeting Meetings will be organized for mobilization of famers by creating awareness through

dissemination of successful FPO model via audio-visual aids, leaflets, literature, etc. Preliminary

Meeting/awareness Campaign @ 2 meetings / Village will be convened by the consultancy firm.

First meeting will be convened to create awareness about the concept of FPOs where in experts,

Board of Directors and chairman of other successful FPOs shall be invited. The second meeting

will be organized to enroll members / Shareholders.

4. Identification Identification of target / affinity groups

Selection on the basis of homogeneity in crop production.

5. Commodity Groups formation Selected farmers will be mobilized into Commodity Groups.

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6. Group Formation. Conversion of target/affinity groups into Common Interest Groups (CIGs)/ Farmer Interest Groups

(FIGs). etc.

Assisting and facilitating the groups in preparation of byelaws, initiation of group activities,

pooling of produce, contract farming etc.

Assisting & facilitating the group about financial transactions, importance of accounting &

initiation of account keeping

Facilitate group sale of agricultural produce and group purchase of agricultural inputs in order

to ensure group cohesiveness and generate commercial interest within the group and facilitate

experimental learning among the groups to undertake market research (for both input and

output side). Based on the market research as well as experimental learning, group makes

informed decisions and accordingly further actions are taken.

Capacity building in identified activities and establishment of an accountability system

Collection of land records, forming and naming of Commodity Groups and make them ready for

opening of bank accounts. Commodity Group formation will be completed in 3 months period.

7. Conducting meetings for organizing and formalizing Commodity Groups/FIGs: Meetings to be organized for collection of shares from each member in the Commodity Groups.

Meetings to be organized for passing resolution to open the bank account.

Meetings to be organized for identifying suitable bank and opening of bank account.

Meetings to be organized for opening of registers (Account Maintenance register, Resolution

passing register, other statutory registers)

8. Identifying members for Board of Directors and Chairman: Meetings to be organized for Integration of Commodity Groups into Farmer Producer

Organizations (FPOs).

Meetings to be organized for identifying members from FPO for board of directors and Chairman.

Identifying good leaders and empowering them to manage

Preferably, the Board of Directors should be Innovative farmer with leadership quality,

interpersonal skills, problem solving capacity, diplomatic etc., Actively involved in agriculture and

allied activities and be a land holder.

Obtaining DIN (Director Identification Number) for registration.

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The period for completion of above work is 15 days.

Ongoing Activities (OA):

OA 1: Trust Building/Business Motivation for Commodity Groups:

Motivating Commodity Groups to produce commodities and sale to the private companies at

Commodity Group stage itself.

Organizing workshop with private companies and Commodity Groups.

Arranging meeting for Signing MoU with private Companies and Commodity Groups.

OA 2: Capacity building & Training-

Conduct Training Need Assessment and prepare training modules and training material with

reference to gap analysis in postproduction and market linkage aspects (Notes/CDs/leaflets

(including agribusiness activities).

Prepare calendar of training

Conduct Training for the groups on (a) group dynamics, record keeping, group management (b)

increasing productivity, market led production, quality improvement, c) managing business on

commercially viable scale, value added production and market dynamics.

Group Dynamism and Sustainability of Groups: -Mentoring, backstopping and monitoring

effectiveness of the FIGs/FPCs on regular basis, revising and adapting planning & implementation

arrangement to ensure sustainability of groups.

Assessment of the Farmer Producer’s Companies: Grading of Commodity groups on the basis of

rating tool developed by project & handover requisite list of groups

9. Registration of FPOs Assess the maturity of the groups (CIGs/FIGs) through appropriate indicators such as attendance

of members in group meetings, membership strength, account opening etc. Consultancy firm

would facilitate opening the accounts for these groups. Service Provider would be responsible for

setting up a sound governance structure of the groups. Once the maturity is assessed, consultancy

firm would also be responsible for training and capacity building (including book-keeping,

maintenance of records, and preparing minutes of meeting. Assisting and facilitating the FPO in

preparation of operation manual that would include among others fund flow system,

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procurement method, financial transactions, marketing arrangements leading to establishment

of a well-defined accountability system.

Facilitate the framing of Vision, Mission, Goals and other applicable resolutions with the board

and facilitate the formation of sub-committees; as required, and clarify their roles and

responsibilities;

Assisting and facilitating the producers’ groups in preparation of byelaws, rules of business &

Memorandum of Association (MoA). Facilitate the producer companies to acquire the necessary

licenses and other relevant permissions that would enable them for carrying out both agriculture

input and output marketing. These include, among others, Mandi license, Seed license, Pesticide

license, Fertilizer license, Registration with sales tax, income tax and service tax department,

License from Pollution Control Board, Registration / Certification with FSSAI (especially if involved

in processing), Power connection, Bank account, Registration with District Industries and

Commerce Centers (DI&CCs),

Assist producer organizations/companies to develop and strengthen the linkages with (a)

research/academic institutions (b) banks & other commercial lending institutions (c) insurance

companies (d) logistics providers etc.

OA 3: Input Facilitation for the FPO’s and Financial Convergence:

Ensuring access to and usage of quality inputs and services for intensive agricultural production

and enhancing cluster competitiveness.

To establish input centers, Agro service centers, CFC’s for easy and cost-effective farming activity.

Retail shops / distribution centers to supplement the FPO operation towards sustainability.

To seek the convergence opportunities with the existing Government programmes, CSR activity

maneuvering in the district, other MFI programmes for supplementing the operation Gaps.

To mobile the finances for FPO’s through Debt financing, Grants, Subsidies and other sources in

order to cover the operation expenses of the FPO’s

OA 4: Enhancing the Production, Productivity and Supply chain:

Coordinating with farmers for providing agriculture extension support to enhance the production

and productivity

Coordinate with the farmers for purchase, Quality compliance, post-harvest activities and

logistics.

Aggregation, Storage and coordination with the market players.

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OA 5: Market Linkage and Logistic facilitation:

Identification of products for marketing (based on market requirements as well as available

product range)

Assessment of complete supply chain, which includes requirement of raw-material, credit,

manpower and transport logistics, etc. and accordingly developing product marketing strategy;

Identification of prospective marketing opportunities, both agriculture inputs and agriculture

outputs and designing marketing strategies for the same.

Facilitation of market linkage and signing agreement with prospective buyers and FPCs.

Identification of Business activities and prepare commercially viable & bankable Business Plan for

FPCs, including Convergence Plan.

Identification of physical infrastructure and services (warehousing, quality assurance, post-

harvest value addition, etc.) required as being part of the identified value chains related activity

of the FPO. Use this list of infrastructure and services to assess gaps with respect to what is

available. Make an acquisition plan (combination of capex, leasing or pay-per-use) for the

infrastructure and services and it the costs should be reflected in the business plan.

Call general meeting and discuss Business Plan with all shareholders and take approval. Make a

resolution to approve the Business Plan from General meeting.

After approval by the FPC and Consultancy Firm, the business Plan will be submitted to JSWF

/NABARD / Investors for productive investment.

Branding and promotion of its product lines & marketing B@B, B@C etc.,

Business development and increasing sales YOY and attaining minimum Rs 50 Lakh PA/FPO in 2nd

year

Execution of business plan like creation of infrastructure facilities, starting input services (seeds,

fertilizers, bio fertilizers etc.,), obtaining relevant licenses trading of produce through private

companies, etc. which will be supported through the project on Debt financing, Grant financing

and Govt convergence schemes.

Ensuring statutory compliances are met by the FPC.

Documentation of entire activity and results thereof.

10. Exit Strategy:

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The RI’s /Consultancy Firm should ensure the sustainability of the FPO’s within 36 months of

operation.

Financial Sustainability: RI’s to ensure Y-o-Y gradual increase in turnover and profitability of the

FPO’s and that the FPO’s should be viable to meet its operating cost from revenue generated

within 3 years.

Farmers ownership and Management: Participation of farmers in governance and management

with professional staffs & systems

Additional Resource mobilization in terms of grants/ loans /Assets within 3 years

Establishment of Different Business Model for FPO’s

The FPO will offer a variety of services to its members. It will provide almost end- to-end services to its

members covering almost all aspects of cultivation (from inputs, technical services to processing and

marketing). The FPO will facilitate linkages between farmers, processors, traders, and retailers to co-

ordinate supply and demand and to access key business development services such as market

information, input supplies, and transport services. Based on the emerging needs the FPO will keep on

adding new services from time to time.

The set of services include Financial, Business and Welfare services. An indicative list of services includes

(*) Financial Services: The FPO will provide loans for crops, purchase of tractors, pump sets, construction

of wells, laying of pipelines.

(*) Input Supply Services: The FPO will provide low cost and quality inputs to member farmers. It will

supply fertilizers, pesticides, seeds, sprayers, pump sets, accessories, and pipelines.

(*) Procurement and packaging services: The FPO will procure agriculture produce from its member

farmers and will do collection, grading, sorting storage/warehousing, packaging, value addition and

marketing of produce.

(*) Marketing Services: The FPO will do the direct marketing after procurement of agricultural produce.

This will enable members to save in terms of time, transaction costs, weighment losses, distress sales,

price fluctuations, transportation, quality maintenance etc.

(*) Insurance services: The FPO will provide various insurance like Crop Insurance, Electric Motors

Insurance and Life Insurance.

(*) Technical Services: FPO will promote best practices of farming, maintain marketing information

system, diversifying and raising levels of knowledge and skills in agricultural production and post-harvest

processing that adds value to products.

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(*) Networking Services: Making channels of information (e.g. about product specifications, market

prices).

FPO Formation – Work Process (Break up for 36 months)

Major Activities Steps Involved Details of Work Time Frame

1. Baseline survey Identification of crops in the

selected villages

Consultancy Firm to

execute the survey

process

1 month

2. Preliminary meeting/awareness campaign @ 2 meetings

Conduct awareness campaign In consultation with local bodies and progressive farmers about FPO. Basic refreshment charges included Campaign to canvas individual farmers to join commodity groups

By arranging meetings in project villages and dissemination of successful FPO models through audio visual aids, leaflets, literature to the farmers, experts

2 months

3. CGs formation Collection of land records- forming and naming CGs, make them ready for opening of bank accounts

Creating consensus among farmers to join as commodity groups/FIGs.

3 months

4. Conducting meeting for organizing and formalizing Commodity Groups/FIGs

Collection of shares – identifying bank and opening of bank accounts, maintenance of registers.

Pass the resolution for opening of bank accounts and transferring share amount into bank account

2 months

5. Identifying members for BOD and chairman

Nomination of BOD and Chairman – getting DIN (Director Identification Number) for registration

Consultancy firm along with JSWF

15 days

6. Trust Building/ Business Motivation for CGs

Signing MOU between CGs and Private company or Traders & buyers

Through stakeholders meeting and interface workshop

3 months

7. Registration Registering under

Companies act

With company Secretary/

auditor assistance for

registration with ROC

15 days

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Total 12 months

Support for Business Development and Governance and management of FPO’

8.Consultancy services

for Business

establishment

development

Collection of data for

business plan preparation,

preparation of bankable

projects with banks for

productive investment.

Setting up PH/Value

addition infrastructure

Specialist in the team 24 months

9.Marketing, Supply

chain management and

Business development

Creating market linkages,

organise supply chain

management, Post-harvest

and logistics support to

attain YoY sales growth

10. Governance,

Financial management

& Statutory compliances

Management of FPO by

regular meeting of

members, Governance

Board and Leadership on

operation and scale up,

capacity building for BoDs,

CEO, financial management

Total 36 months

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Schedule & Payment for the Consultancy firm:

During the 1st year of the FPO formation, the following activities have to be carried out by the consultancy

firm. The first-year activity culminates with registration of FPC under the Companies Act.

S.No Activity/Task

Pay

Schedule

Payment

Schedule

a) Initiation of Services 3 Months 10%

1 Interactions with JSWF Officials understand the Project Details.

2 Discussion with District officials to understand local needs and Field visit to understand implementation arrangements

3 Design and develop Implementation Plan.

4 Base line survey

5 Organizing awareness campaign.

6 Formation of new Groups.

7 Designing Methodology for Formation of groups.

8 Prepare and submit inception report covering, baseline survey findings, understanding of field activities, and outline of the implementation plan

9 Make presentation on inception report

b) Formation of Groups . 5 Months 20%

1 Social mobilization & formation of Commodity groups:

2

Identification of particular area and particular commodities/

activities for formation of groups in consultation with

Department Officials.

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S.No Activity/Task

Pay

Schedule

Payment

Schedule

3

(i) Conduct Training Need Assessment and prepare training modules and training material (Notes/CDs/leaflets (including agribusiness activities). (ii) Prepare calendar of training with approval from the Deputy Director of Agriculture (Agri Business).(iii) Conduct Training for the groups on (a) group dynamics, record keeping, group management (b) increasing productivity, market led production, quality improvement.

4 Submit report of training, list of trained groups and Commodity groups land records, Collection of shares – identifying bank and opening of bank accounts

5 Identifying members for BOD and Chairman

C Handholding and Linkages of Commodity Groups for their Sustainability

4 Months 10%

1

Mentoring, backstopping and monitoring effectiveness of the

groups on regular basis, revising and adapting planning &

implementation arrangement to ensure sustainability of

groups.

2 Linking groups with crop production activities.

3 Jointly organizing training programs for Commodity groups on marketing techniques, market linkages & agribusiness.

4 Registration

Total 12 Months 40%

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Business Development Support for FPCs during 2nd and 3rdyear -

S.No Activity/Task Time

Schedule

Payment

Schedule

1. Business Establishment:

1.Establishment of business models (Input, insurance services, Financial services etc.)

2. Number of Custom Hiring Centres (CHC) deployed/ accessed.

3. Identification of marketable place/private companies to market their produce.

4. Establishing infrastructure facilities, plant and machinery for primary processing required marketing their produce for better price.

9 months

New FPO : 15%

Existing FPO: 25%

2. Governance, Management & Compliance:

1) Conducting Board of Directors meeting once in 3 months

regularly about finance management and obliging the by law

compliances.

2) Statutory compliances (Filing returns etc..)

- New FPO : 5%

Existing FPO: 10%

3. Business development and Market linkage activity:

a) Increase in value and volume of commodities traded Y-o-Y and achieve min Rs 50 lakh PA sales in 2 yrs

b) Increase in volume and Value of Agri input traded Y-oY

c) Creating own brand for better market reach.

d) Other allied business developed

6 months New FPO : 15%

Existing FPO: 30%

4. Financial Management

1) Finance mobilization (convergence scope to optimise

resources, Grant, Debt financing etc.)

2) Financial management (P&L), revenue and Profitability

3) Finance sustainability through reserves, surplus and

3 months New FPO : 15%

Existing FPO: 25%

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Output The consultancy firm should produce regular quarterly report on their performance and their

completion in the below formats.

KPI Indicators KPI Indicators - Sub Parameters Units

FPO Formation & Strengthening

Number of Villages identified Number

No of farmer awareness Programme Number

No of Farmer mobilized ( Shareholders /Members) Number

No of Capacity Building programmes conducted Number

No of Farmer Interest Grp (FIG)- formed Number

No.of FPO Registration completion Number

Input Convergence

No of Input companies onboarded Number

Volume of Agri Input traded Value in Rs

Number of Farmers benefitted from Input Convergence Number

Farm Mechanization

Number of Custom Hiring Centres (CHC) deployed/ accessed Number

Number of farmer benefitted from Schemes & CHC Number

Crop specific / Location specific technological intervention Number / Area in Ha

4) Dividend to the farmers members of the FPO

5. Operations management & supply chain facilitation:

1) Production and volume traded.

2) Post-harvest and Logistics management.

6 Months New FPO : 10%

Existing FPO: 10%

Total New FPO : 60%

Existing FPO:

100%

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KPI Indicators KPI Indicators - Sub Parameters Units

Govt Scheme Convergence

Number of Govt Schemes Accessed Number

No of farmers Benefitted from each of the Govt Schemes (Excluding the Evaluation parameters mentioned)

Number

Financial Convergence

No of institutions accessed for finance facilitation Number

Total Equity Mobilized from Farmers INR in Rs

Infrastructure creation (Processing centres | Pack houses | Aggregation centres)

INR in Rs

Total Debt / Grant mobilized INR in Rs

Total amount of Investment for the FPO INR in Rs

Good Agriculture Practices (GAP)

Number of Exposure visits conducted Number

Number of Training programmes conducted Number

Quantity of Agri commodity procured Number in Qtl

Market Linkages

Number of new buyers traded /introduced for trading Number

Number of E-Commerce app registered Number

Number of Products Marketed Number

Number of New markets explored Number

Volume Traded under FPO brand Number in Qtl

Total Trading Quantity Number in Qtl

Total Sales INR in Rs

Profitability &Sustainability of FPO

Breakeven period Month

Net Profit INR in Rs

Revenue Surplus INR in Rs

Profit shared to members as PE INR in Rs

Asset / Infra created Number

Enterprise Activity

No of Activities Initiated Number

Revenue Generated INR in Rs

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KPI Indicators KPI Indicators - Sub Parameters Units

Number of Farmers Benefitted through Enterprise Activity Number

Income Enhancement of Farmers

% Increase in Farmer income per Year INR in Rs

Profit share / Dividend from FPO INR in Rs

Exit strategy Month

Month

Note: If there are KPI indicators specific to the RI’s that are not available in the above table, Kindly add

them while submitting the proposal.

Procedure for Review of Output of the Consultants:

After submission of the key Deliverable Reports by the Consultancy firm as per reporting requirement, a

Review Committee meeting from JSWF will be held to review the substance and quality of the report. The

Consultancy firm shall make a presentation, including feedback, at this meeting. The Committee shall review

the progress with reference to the agreed Terms of Reference (ToR) and advice necessary corrections and

modifications, if any, within a fortnight from the date of submission of the Reports. The Consultancy firm will

incorporate modifications based on the comments and suggestions of the Review Committee in the

subsequent and Final Reports.

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Financials

For New FPO Formation:

LOCATION DETAILS DESCRIPTION Fund allotted per

FPO for a period of 3 Year (INR)

Any of the 4 Districts (Bellary

, Koppal, Chitradurga and

Bagalkot)

FPO Support Cost

FPO Manpower Cost (CEO + 1 staff) 13,00,000

Travel and Meeting Cost 80,000

FPO Operation cost 1,20,000

Working Capital, infra structure arrangement, management

5,00,000

TOTAL FPO COST 20,00,000

FPO Formation & Incubation

Support for RI

Baseline Survey / Diagnostic study 1,00,000

Mobilization of farmers. capacity building and Awareness programmes

7,00,000

RI /Consultancy Firm Manpower Cost 15,00,000

Travel and Coordination cost 2,00,000

TOTAL RI Cost 25,00,000

GRAND TOTAL For FPO & RI/FPO 45,00,000

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(b) For supporting Existing FPO’s :

LOCATION DETAILS DESCRIPTION

Fund allocated per FPO for a

period of 2 Year (INR)

Any of the 4 Districts ( Bellary , Koppal, Chitradurga and

Bagalkot)

FPO Support

For Working capital (or) financial assistance for Staff, operation, value

addition infrastructures etc..

5,00,000

FPO Incubation support for RI

RI /Consultancy Firm Manpower Cost

7,50,000

Travel and Coordination

1,50,000

Training and capacity

building

1,00,000

Grand TOTAL 15,00,000

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Resource Requirement for FPO Sr.

No

Position Educational Qualification Experience

Marks

1 CEO/Manager

(@0 .5 /FPO) .

An agribusiness, agriculture

marketing or business

development expert, with

Bsc(Ag) /MBA/MSW/MSc

Ag.

Minimum 1-2 years of

working experience in Agri

Sales, FPO, other Agri-

Business related

activities

5

Resource Requirement for RI

Sr.

No

Position Educational

Qualification Experience

Marks

1

Team Leader/FPC

(Agribusiness

Specialist) for co-

ordination with

Districts team.

An agribusiness,

agriculture marketing or

business development

expert, with

MBA/PGDBM/MSc Ag.

Minimum 5 years of working

experience in the field of

training, Preparation of

Business Plan and other Agri-

Business

related activities

4

2 Market Executive

A Candidate must

possess B.Sc. (Agri)/

Post graduate degree

from a recognized

University. (MBA

preferable)

Minimum 7 years of working

experience in the field of

marketing.

2

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Sr.

No

Position Educational

Qualification Experience

Marks

3 Account Executive

Graduate/Postgraduate

in Commerce

Minimum 2 years’ working

experience in tally, auditing &

company return filing to

Registrar of Companies &

Income Tax.

2

4

Agri Technical

Expert / Domain

expert

Graduate/Postgraduate

in Agri

Minimum 2 years’ working

experience

2

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Eligibility Criteria

S.No Criteria Documentary Evidence

1

The bidder should be a Company registered under the Companies Act, 1956 ( amendment 2020) or Partnership firm registered under the Partnership Act of 1932 or registered (Converted to) under the Indian Limited Liability Partnership Act, 2008 or cooperative Society act 1959 or trust registered under section 25 Act

Copy of Registration certificate / Partnership Deed / Registration certificate.

2

The bidder should have been in operation in the field of consultancy (or) Govt /Non Govt work in the field of Agriculture development for the last 3 years in India.

Certificate of Incorporation (OR) Partnership Deed (OR) Work orders as proof of operations.

3

Turnover of the bidder firm from consultancy/advisory services should be more than Rs.5 Crores per annum for previous two consecutive financial years as on 31.3.2020.

In case of Company, Copy of the audited profit and loss account/ balance sheet

(OR)

In case of Partnership, Certificate from the CA/ Auditor

4

The bidder should be a registered/recognised Resource Institution /POPI/CBBO for promoting FPO by State Agriculture department/ NABARD/SFAC etc.,.

Empanelment letters/ Copy of agreement

5 Demonstrated ability to create, handhold and Execute minimum 5 FPO

Copy of LOI / LOA/ WO /Agreement / Client Letter from the concerned Govt (or) clients. Project completion report, client testimonials, etc.

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Evaluation of Proposal The evaluation of proposal comprises of 2 parts: Technical and Commercial. The proposals will be

evaluated on QCBS (Quality and Cost based) basis with 80:20 principle

Technical Proposal Evaluation:

S.No. Evaluation Criteria Maximum

Marks Documents

Required

1

Well established Agri Business Promoting Agency/Consultants with proven track record and successful field experience in promoting FPO's and related activities/Agri and allied consulting in India Marks @ 1 mark/year

5 Marks

Copy of LOI / LOA/ WO /Agreement / Client Letter

2

Well established Agri Business Promoting Agency/Consultants with successful establishment of FPO’s in India @ 1 marks /FPO Marks per-FPC/Registered Co-Operative Society

5 marks

Registration certificate for formed FPO’s, P&L and Balance sheet of the FPO

3 Facilitated Successful FPO Business development with minimum Turnover Rs 50 lakh + /FPO @ 2 marks /FPO

10 Marks P&L and Balance sheet of the FPO

4 Facilitated Sustainable FPO with profitability @ 2 .5marks /FPO

5 Marks P&L and Balance sheet of the FPO

3 Experience in working in Karnataka 5 marks Contract details of the Karnataka working.

4 CBBO / RI/ POPI empanelment with Gok /Nabard /SFAC (or) other Govt agencies @ 5 marks per empanelment

10 marks CBBO / RI /POPI Contract award certificate.

5 Finance convergence Facilitation (Grant/debt) for a min of 50 lakh for FPOs (@ 5 marks/FPO)

15 marks Proof of Funding availed & LoAs Source

6

Experience in Market Linkages & Value chain processes in different commodities Experience per assignment (3 Marks per assignment & Maximum 5 Assignments)

15 marks

Copy of LOI / LOA/ Business orders/ Brand proof /E-commerce presence / Client Letter

7 Turnover of the RI over the last 2 years should be at least 5 Cr.

5 marks Balance sheet & P&L statement of the concerned year.

8 Evaluation of Human Resources (Refer Annexure for details)

15 Marks CVs with authorized signature

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S.No. Evaluation Criteria Maximum

Marks Documents

Required

9 Presentation on approach and methodology 10 Marks To be presented to panel

Total 100 Marks

Final Evaluation

Proposals will finally be ranked according to technical (TS) scores as given above. The top 4 Selected

Bidder having the highest score will be shortlisted for negotiations. The other Bidder shall be kept in

reserve and may be invited in its discretion on highest Technical rank for negotiations in case the initial-

ranked Bidder withdraws, or fails to comply with the requirements specified

Schedule of Selection Process Event Description Date

1. Last date for receiving queries/clarifications: 7th April 2021 EOD

2. Pre-Proposal Conference: 9th April 2021

3. Proposal Due Date or PDD 23rd April 2021 EOD

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Technical Proposal – Standard Forms

Technical Proposal Submission Form

Place: Date:

From: To:

Dear Sir/Madam:

Subject: Advisory Services for FPO Promotion

Having examined the Terms of Reference (TOR), we, the undersigned, submit our technical

proposal for the Project, in full conformity with the said TOR.

1. We have read the provisions of TOR and confirm that these are acceptable to us. We further

declare that additional conditions, variations, deviations, if any, found in our proposal shall

not be given effect to.

2. We agree to abide by all the terms and conditions issued.

3. We hereby declare that all the information and statements made in this proposal are true

and accept that any misinterpretation contained in it may lead to our disqualification.

4. We understand you are not bound to accept any proposal you receive.

Dated this [date / month / year]

Authorized Signatory (in full and initials):

Name and title of signatory:

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Firm’s Experience

Assignment name: Approx. value of the contract:

Country:

Location within Country:

Duration of assignment (months):

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

Address:

Approx. value of the services provided under the

contract:

Start Date (Month/Year):

Completion Date (Month/Year):

No of Months of Professional Staff Provided by

Associated CONSULTANTs:

Name of Associated CONSULTANTs, If any: Name of senior professional staff of your

Organization:

Narrative Description of Project:

Description of Actual Services Provided:

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Format for Submission of Curriculum Vitae (CV)

Name: ----------------------------------------------------------------------

Proposed Position: - ----------------------------------------------------------------------

Date of Birth: ----------------------------------------------------------------------

Nationality: ----------------------------------------------------------------------

Education: ----------------------------------------------------------------------

Membership in Professional Societies: ----------------------------------------------------------------------

Papers & Relevant Works Published: ----------------------------------------------------------------------

Employment Record:

Detailed Tasks Assigned: ------------------------------------------------------------------------

Languages: ------------------------------------------------------------------------------------------------------

Work Undertaken that Best Illustrates Capability to Handle the Tasks Assigned______

Certification:

I, the undersigned, certify that to the best of my knowledge and belief, these data correctly describe the

person, his qualifications, and his experience.

[Signature of the Authorized Signatory]

Name Date:

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Details of Bidder

Information about the Company

S.No Name of Bidder Status of the firm (LLP/Limited etc)

Details of Incorporation of firm Details of Commencement of Business

Date ROC Ref. # Date ROC Ref. #

1 <<Name of the Bidder>>

III Financial Details as per Audited Balance Sheet

S.No Name of Bidder

Turnover of the Company

FY 2015-16 FY 2016-17 FY 2017-18 Average of turnover last three Fys

1 <<Name of the Bidder>>

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Proposal – Standard Forms

Place:

Date:

From: To:

(Name of the Firm)

(Address)

To be added

Dear Sir/Madam,

Subject: Advisory Services for FPO formation

We attach hereto the commercial proposal as required by the Bid document, which constitutes our

proposal.

1. We undertake, if our proposal is accepted, to adhere to the project plan put forward or such

adjusted plan as may subsequently be mutually agreed between us and Agriculture Department

or its appointed representatives.

2. We agree for unconditional acceptance of all the terms and conditions in the bid document and

also agree to abide by this bid response for a period of 90 days from the date fixed for bid opening

and it shall remain binding upon us, until within this period a formal contract is prepared and

executed, this bid response, together with your written acceptance thereof in your notification

of award, shall constitute a binding contract between us.

3. We hereby declare that our bid response is made in good faith and the information contained is

true and correct to the best of our knowledge and belief.

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It is hereby confirmed that I/We are entitled to act on behalf of our corporation/company/

firm/organization and empowered to sign this document as well as such other documents, which

may be required in this connection.

Dated this Day of 2021

(Signature) (In the capacity of)

Duly authorized to sign the Bid Response for and on behalf of:

(Name and Address of Company) Seal/Stamp of bidder

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Summary of Financial Quote

S. No.

FPO Support Cost

( per FPO)

FPO Formation &

Incubation Support for RI

( Per FPO)

Total cost per FPO Total amount in words

1

ANNEXURE -1 Selection / Identification for New FPO’s (or) Existing FPO’s:

S.No District Taluks Formation of New FPO

Existing FPO CRITERIA

1 The membership of each FPO comprising

of 800 farmers to a maximum number of

1000 of farmers per FPO. The consultancy

firm /RI’s can choose the districts (of the 4

JSWF regions) of their choice and to work

with minimum of 5 FPO’s in total. The

maximum number of FPO’s the

consultancy firm /RI can work is 15, across

the districts.

2

3

4

5

6

7

Total FPO’s