Below are the standard qualification requirements for a supplier of investment consulting services and what evidences each of them in our case. Documents are provided as notarised copies upon an official request.
Qualification requirement
What evidences it
Document
RequirementCommand of foreign languages. An employee with English at Intermediate level or above, and an employee with Chinese at Intermediate level or above
What evidences itEnglish — IELTS 6 (Upper-Intermediate), 2020. Chinese — HSK, level 7 of 8, 2008. Kazakh and Russian — native level
DocumentCertificate of proficiency in English. Certificate of proficiency in Chinese (HSK), the State Commission for the Chinese Proficiency Test, Beijing — notarised translation
RequirementRelevant education. Higher education in finance and in business (MBA), at master’s level or above in both
What evidences itMBA, The University of Edinburgh, United Kingdom, 2018–2020. MSc in Finance, Pavlodar State University, 2015–2017. In addition: PhD in Economics, Toraighyrov University, 2020–2025
DocumentMBA diploma (notarised translation). Master’s diploma in finance. PhD diploma
RequirementResearch publications on investment promotion topics in Kazakhstani and international publications
What evidences itFive publications: two in journals on the CQASE list, one in a Scopus-indexed publication, and two in international conference proceedings. The subject is investment in the digitalisation of Kazakhstan’s agro-industrial complex
RequirementExperience in investment at regional level, national level and in international organisations
What evidences itRegion — director of the strategic development department of the investment promotion agency of Pavlodar Region (2015–2017), freelance adviser on investment to the regional Akim. National — head of the Asia department at head office and regional director of Kazakh Invest national company (2017–2018). International organisations — national expert of CIPE (2023–2024), national coordinator of a FAO of the UN project (2021–2022)
DocumentAn extract confirming the periods of employment. The CIPE national expert employment contract. The FAO of the UN national consultant contract (notarised translation)
RequirementParticipation in investment events — forums, conferences and business meetings in Kazakhstan and abroad
What evidences itKazakhstan Global Investment Forum (co-organiser, 2017 and 2018), Irtysh Invest, the investment forum in Aksu (moderator), the Kazakhstan–Korea Forum in Seoul, the B5+1 forum in Almaty, forums in Nanjing, Xi’an and Shenzhen, Digital Bridge 2023, KazEcology 2018, China Machinery 2022
DocumentEvent programmes, outcome reports, photographic materials of participation
RequirementExperience in organising investment events — road shows, organisation of delegations to forums abroad
What evidences itHead of delegations to forums in Nanjing, Xi’an, Shenzhen and Warsaw; delivery lead on the Kazakhstani side at the forum in Seoul (2018); participation in organising road shows in Korea and China
DocumentForum programmes, reports on the events held, and materials prepared for them
RequirementSkills in developing investment proposals — analysis and development of projects, preparation of image and investment materials
What evidences itOne-page investment teasers in four languages (more than 20 prepared), business plans and feasibility studies with financial models, analytical reports on the region’s priority sectors, and investment passports of cities and districts
DocumentExamples of work previously performed. Contracts for the provision of investment consulting services
RequirementExperience in delivering investment projects in various sectors of the economy
What evidences it34 full-cycle projects worth over USD 250 million: metallurgy, chemicals and petrochemicals, machine building, industrial gases, building materials, food production, logistics, IT
DocumentProject delivery contracts. Letters of appreciation from enterprises and partners
RequirementProject management and government relations (GR)
What evidences itPMP certification, membership of the presidium of the Union of Project Managers of Kazakhstan. Over five years of direct work inside the investment promotion system: the regional investment promotion agency, Kazakh Invest national company, and adviser to a regional Akim
DocumentPMP certificate. Documents on periods of employment, contracts, and reports on work performed
Every item is evidenced by an original or a notarised copy. The package is compiled to fit the specific tender documentation — the composition and order of documents are aligned with the form of the client’s bid.