Sbif Leap RFP
Sbif Leap RFP
Sbif Leap RFP
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AT Request for Proposal (RFP)
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CSR funding for projects in the focus area of
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Prepared by:
SBI Foundation
35, Arcade, World Trade Centre, Cuffe Parade, Mumbai – 400005
www.sbifoundation.in
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Index
1. Index 2
2. Introduction 3
3. Invitation for Proposals 4
4. Key Events and Dates 5
5. Instructions to the Agencies 6
6. Scope of Work 12
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7. Selection Criteria for Agencies 20
8. Guidelines for Proposal 22
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9. Annexure I 23
10. Annexure II 27
11. Annexure III 28
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12. Annexure IV
13. Annexure V
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Introduction
SBI Foundation
SBI Foundation (SBIF) was incorporated to bring all the CSR activities of the State
Bank Group under one umbrella and contribute to the efforts made by the State Bank
Group to support and uplift the underprivileged sections of society. The focus areas
of SBIF are Livelihoods & Entrepreneurship, Education, Environment, Sports, Rural
Development, Healthcare, Disability & Inclusion, and Women Empowerment.
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So far, SBIF has impacted the lives of more than 30 million beneficiaries through its
various CSR initiatives and aims to continue improving the socio-economic well-being
of the society, particularly of the less fortunate and underprivileged members, and
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enable them to live up to the potential that they all possess.
SBI Foundation’s work through its flagship program, SBIF LEAP - Livelihood and
Entrepreneurship Accelerator Programme’, is geared towards achieving the UN
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SDG 1 ‘’No Poverty” and SDG 17 “Partnership for Goals” for eradicating poverty in
all forms.
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Invitation for Proposals
SBI Foundation hereby invites proposals seeking funding under SBIF LEAP:
Skilling for Future. The budget for a proposal should be in the range of Rs. 50.00
Lakhs to Rs. 5.00 Cr. for a support period of 1-3 years starting this Financial Year.
Multiple submissions will be disqualified.
( For project proposals between 50 Lakhs to Rs. 1.00 Cr, the cumulative CSR
revenue of the organization for the last 3 financial years (2021-22, 2022-23,
2023-24), should be a minimum of Rs. 2.00 Cr
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and,
For project proposals above Rs. 1.00 Cr, the cumulative CSR revenue of the
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organization for the last 3 financial years (2021-22, 2022-23, 2023-24), should be
a minimum of Rs. 5.00 Cr)
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The RFP document, proposal forms, document checklist, grant utilisation
format, quarterly reporting format is available on SBI Foundation’s website:
https://www.sbifoundation.in/request-for-proposal.
Applicants are requested to study this RFP document carefully and check their
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eligibility with the ‘Document Checklist’ and other criteria mentioned in the RFP
before submitting their proposals in response to the call for RFPs. Submission of
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a proposal in response to this notice shall be deemed to have been done after
careful study and examination of this document with full understanding of its
terms, conditions and implications. Prospective agencies are requested to check
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Key Events and Dates
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through email
(Responses will be shared by us on
email and a FAQ document will be
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shared and updated based on queries )
3 Last Date and Time for submission of 16th October 2024
proposals
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participants to make presentations
4th November 2024
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5 Tentative date for Presentations to be 11th to 16th November 2024
made by shortlisted candidates
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6 Final communication of selection November to December 2024
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Instructions to the Agencies
1. Submission of Proposal
a. The agency can only submit one proposal at a time.
b. The agency should submit the proposal if it meets all the criteria
mentioned in this RFP. No deviations are allowed. No reference is
entertained, it might also lead to disqualification.
2. Completeness of Response:
a. The agencies are requested to study all instructions, forms, terms,
requirements and other information in the RFP document carefully
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(including proposal format, document checklist, reporting formats etc.).
Submission of proposal shall be deemed to have been done after
careful study and examination of the RFP document with full
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understanding of its implications.
b. The RFP and all the annexures should be downloaded and filled from
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the link furnished- https://www.sbifoundation.in/request-for-proposal. All
completed formats should be sent to the email id
[email protected] by 16th October 2024. The shortlisted
NGOs will be requested to submit hard copies at a later date.
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c. The response to this RFP should be complete in all respects. Failure to
furnish all information required by the RFP documents or submission of
a proposal not substantially responsive to the RFP documents in every
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respect will be at the agency's risk and may result in rejection of its
proposal.
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3. Agency Inquiries/Clarifications:
a. The agency shall send their queries at [email protected]
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entertained.
5. Language of Proposal:
a. Proposals should be submitted in English language only.
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6. Documents (Scan) to be submitted and Pre-qualification criteria:
a. The Agency should be a non-profit organization/trust/society registered
in India.
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c. Performance Track record: The Agency will be expected to have its
own training facility/center (including rented) with a team of experienced
skill trainers and a proven track record of providing skill training to at
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least 2,500 students (BFSI Sector), 2,500 students (IT /Data and
Artificial Intelligence sector), 1,000 students (Green Jobs sector) and
placements for at least 70% of the trained candidates.
The past work done by the organisation must have included the
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discriminate based on race, colour, religion, sex, national origin, age,
sexual orientation, gender identity, disability, genetic information,
citizenship, veteran or marital status, or any other basis prohibited by
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law.
f. The Agency should not have been blacklisted by any Government
Agency/PSU/Central/State agency or under a declaration of ineligibility
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for fraudulent or corrupt practices. Documents to be submitted:
Declaration from the current authorised signatory of the company.
The agency must also submit the remaining documents and policies (soft
copies) as mentioned in the document checklist
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7. Evaluation Process:
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a. SBI Foundation will shortlist the proposals based on its internal
Shortlisting criteria. SBI Foundation will shortlist the proposals based on
the Shortlisting criteria as mentioned on Page No. 20 of the RFP titled
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be furnished to SBI Foundation. All receipts and payments related to
the said project must be routed through this account.
d. SBIF will release the grant, subject to verification of the reports
submitted by the successful agency and subsequent approval by the
Competent Authority, on submission of invoice and all other supporting
documents being in order.
e. A grant agreement/MoU will be executed between SBIF and grantee
with details of additional terms and conditions. The Project will be
executed as per the terms and conditions of the grant letter or MoU and
shall be binding on the Agency.
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9. Penalty
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awarded grant, if the agency indulges in fraudulent activities,
malpractices and mala fides. In case of the said situation, SBIF shall
blacklist the implementing agency in its books and shall share the
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information with the Ministry of Corporate Affairs for further course of
action.
The agency shall submit proposal at its own cost and SBIF shall not be held
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The proposal submission shall comprise of the duly filled in proposal format
uploaded on the website, along with all the annexures as mentioned in the
document checklist uploaded on website.
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15. Disclaimer:
iii. The purpose of this RFP is to provide the implementing agencies with
information to assist preparation of their proposals. This RFP does not claim
to contain all the information each implementing agency may require. Each
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implementing agency should conduct its own investigations and analysis
and should check the accuracy, reliability and completeness of the
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information contained in this RFP and where necessary obtain independent
advice/clarifications. SBI Foundation may in its absolute discretion, but
without being under any obligation to do so, update, amend or supplement
the information in this RFP.
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iv. The SBI Foundation, its employees and advisors make no representation or
warranty and shall have no liability to any person, including any Applicant
under any law, statute, rules or regulations or tort, principles of restitution for
unjust enrichment or otherwise for any loss, damages, cost or expense
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which may arise from or be incurred or suffered on account of anything
contained in this RFP or otherwise, including the accuracy, adequacy,
correctness, completeness or reliability of the RFP and any assessment,
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assumption, statement or information contained therein or deemed to form
or arising in any way for participation in this process.
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v. The SBI Foundation also accepts no liability of any nature whether resulting
from negligence or otherwise, howsoever caused arising from reliance of
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i. The implementing agency may modify or withdraw its proposal after the
proposal submission, provided that written notice of the modification,
including substitution or withdrawal of the proposal, is received by SBI
Foundation, prior to the deadline prescribed for submission of proposals.
ii. No modification in the proposal shall be allowed, after the deadline for
submission of proposal.
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SBIF shall award the contract to the selected/identified agency at the Quality &
Cost Based Selection (QCBS) method. Allocation of marks will be done by
assigning weightage to Technical proposals (80%) and Financial Proposal (20%).
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Scope of Work
The proposed projects under the theme of ‘Skilling for Future’ will be part of the SBI
Foundation’s program SBIF LEAP: Livelihood and Entrepreneurship Accelerator
Program.
SBIF has been working since the year 2020 to enable career pathways and
employability-linked skill training for youth from underserved backgrounds and youth
with disabilities in the digitally transformed BFSI & IT. Under the larger objective of
Skilling in BFSI and IT sectors, a specialised initiative with Microsoft India, titled
SAMIEP an acronym for SBI and Microsoft Initiative for Empowerment of PwDs, has
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also been working to enable gainful employment for youth with disabilities in the
BFSI & IT sectors.
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In year 2024-25, SBIF LEAP has expanded its scope to cover new age themes
like Green Jobs, green hydrogen, energy storage, hybrid renewable systems,
biomass/biofuels, EV charging, pollution control, e-waste management,
decarbonisation of energy intensive industries, Data Analytics, Artificial
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Intelligence, Robotics, Game Development etc. and reach youth from Tier 1,
Tier 2 and Tier 3 cities and also develop necessary linkages with key
stakeholders including corporate and government bodies to enable hiring
young talent from underprivileged and disadvantaged backgrounds.
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Preferred project locations:
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S.NO STATE TIER 1 TIER 2/ TIER 3
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4 Assam - Guwahati,Silchar,
Dibrugarh, Jorhat
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17 Ladakh - Leh, Kargil
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18 Lakshadweep - Kavaratti
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19 Maharashtra Mumbai, Nagpur, Nanded
Pune
25 Puducherry - Puducherry
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34 West Bengal Kolkata Siliguri, Durgapur, Digha
● Priority will be given to the locations which are less developed or Tier
2/Tier 3 Cities.
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The proposed projects must align with the below-mentioned framework.
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A. Project Scope
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2. Training: Capacity Building and Training of Trainees.
3. Employment: Counseling Support, Interview Preparedness, Employer
Connects, Placement and Retention Tracking.
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B. Target Beneficiary Group
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● Youth in the age group of 18–35 belonging to underprivileged backgrounds
(Up to Annual Family Income of INR 3 LPA)
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● Efforts to be made to identify and include LGBTQ+ persons in the age group
of 18-35.
● Only candidates interested in job placement after completion of the training
programmes should be selected.
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The skilling program shall be designed to cater to the demand of the industry.
Organizations are encouraged to apply for minimum 1 sector and
maximum 2 sectors (Sectors are BFSI, Green Jobs and IT/Data & AI). A broad
list of Job Roles in which the skilling may be provided are listed below:
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1. BFSI
Sector Skill Council BFSI
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Management Officer
3. Micro Finance Officer
4. Small & Medium Enterprise Officer
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5. GST Assistant
6. Equity Dealer / Equity Research
Analyst
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Targeted Yearly CTC (Minimum)
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NSQF Level 4 & Above
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Guide
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Targeted Yearly CTC (Minimum) INR 2.00 LPA (CTC) starting
Any other jobs/courses closely related to the above mentioned sectors are also
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motivated to apply.
colleges, local training centres and youth groups, etc.. In order to provide
opportunities to a diverse pool of candidates, all batches should be
open-for-all, and selection should not be limited to any particular
institution/college/organization.
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● Content to be developed with a focus on the practical aspects of the Job Role
and other important aspects of the trade. Curriculum to be based on the
National Occupational Standards (NOS) and Qualification Packs (QPs)
developed by the respective BFSI Sector Skill Council, Management Sector
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Skill Council, Sector skill council for Telecom, Skill council for Green Jobs,
IT-ITeS Sector Skill Council, IASC Sector Skill Council, Electronics Sector skill
Council and others.
● Content to be designed, curated & delivered by experienced professionals of
respective sectors.
● Training approach to be practical, application-based including key technical
skills.
● A blended learning program to be developed which would include intensive
classroom/conceptual learning along with the development of practical skills
through a short internship program built into the course.
● The training curriculum must include domain skills in the sector along with
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employability skills.
● The Training Partner shall organize at least 3 Sessions by Industry Experts
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(from outside the institution and with at least 7-10 years of experience in the
respective sectors) per batch on a relevant topic along with insights on the
nature of work, remuneration, growth prospects, challenges and best
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practices etc.
● Feedback mechanism to be incorporated into the course.
● Minimum batch size shall approximately be 30 candidates.
● Minimum batch/course duration should approximately be:
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S.N Sector Hours of training by Sector Minimum
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3. Green Jobs sector 200 Hrs - 500 Hrs (For 250 hours
fresher)
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industry bodies
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G. Placements
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interviews for suitable positions.
● Job Fairs to be organized for placement and networking with key employers in
the Sector leading to minimum 70% of placement from each batch.
● The Training Partner shall provide post-placement counselling support to the
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placed candidates to resolve their problems and ensure retention.
● Post placement Retention tracking of students placed to be done for a period
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of minimum 6 months to 1 year.
● For candidates that do not secure placement following support shall be
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provided:
- Re-placement opportunity shall be provided
- Job fairs shall be organised to place the unplaced/ideal candidates
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LOCATION:
1. Demographic profile of the proposed location
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2. Local economic indicators and job market trends
3. Existing skill development initiatives in the area
NGOs:
1. Past placement record and success rates
2. Training capacity and infrastructure
- Classroom facilities
- Equipment and technology resources
- Instructor qualifications and experience
3. Existing partnerships with employers and industry bodies
CANDIDATE:
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1. Socio-economic background
i. Family income levels
ii. Social and community context
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2. Educational qualifications
3. Prior work experience (if any)
4. Skill levels and aptitudes
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5. Career aspirations and goals
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Selection Criteria for Agencies
The evaluation of the agencies shall be done by the competent authority on the
following parameters:
A. Project Proposal
1. Alignment with ‘SBIF LEAP: Skilling for Future’ framework.
2. Clear and concise detailing of the proposed solution, implementation plan and
outcomes.
3. The NGO should select minimum 1 sector or maximum 2 sectors for
implementation among the 3 given sectors.
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4. Innovation in the project.
5. Risk-mitigation measures.
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6. Comprehensiveness of the Log frame & Project timelines.
7. Project Monitoring & Evaluation Process.
8. Proportion of admin and overhead costs, in comparison to the total project
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budget.
9. Project exit strategy & sustainability of the solution.
B. Experience
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1. The NGO should have a minimum of 3 years of existence on the date of
publication of this RFP.
2. The NGO should have a minimum of 3 years of overall work experience in the
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proposed thematic area and should have a presence in the proposed state.
3. The NGOs having demonstrated capability to improve measurable outcomes
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least 2,500 students (BFSI Sector); 2,000 students (IT Sector/ Data and
Artificial Intelligence sector); 1,000 students (Green Jobs sector), and
placements for at least 70% of the trained candidates, and 90%+ retention of
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placed candidates.
6. The NGO must have completed at least 3 assignments/projects of a similar
nature funded by a Public sector/Govt. Organizations/Central/State
government authority/ Foundations.
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Guidelines for Proposal
The Proposal should comprise of the following:
1. The proposals must be direct, concise, and complete. All information not
directly relevant to this RFP should be omitted. The implementation plan should
be mentioned in a step-by-step approach, Log frame with means of verification
and Work plan with clear timelines should be part of the proposal. SBIF will
evaluate the agency’s proposal based upon its clarity and the directness of its
response to the requirements of the project as outlined in this RFP.
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2. Prices shall be quoted entirely in Indian Rupees. The price quoted would be
inclusive of all taxes, duties, charges, and levies as applicable. The detailed
financials have to be submitted including cost breakups.
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3. The proposed projects that work with and are supported by the government will
be preferred.
4. The proposed interventions should be sustainable and scalable and can be
replicated across geographies and demographics.
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5. The NGOs having demonstrated capability to improve measurable outcomes to
fensure effectiveness and efficiency of the intervention will be preferred.
6. Projects should be inclusive in nature, targeting beneficiaries from all strata and
groups of the society
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*Guide for Filling RFP Forms for SBIF LEAP: Skilling for Future: find the link @
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https://docs.google.com/document/d/1iCDIg7IxJ3uwP63PenifAhLCA47OpQl01LF0otVBeQs/edit?us
p=sharing
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Annexure I
Non-Disclosure Agreement
This Non-Disclosure Agreement ("Non-Disc") is made and entered into
……….day of ………….. month ………………………… year (effective date) by
and between SBI Foundation (SBIF) and ……………………………………………
(Non-profit organizations Name) and whereas, SBIF and
………….…………………………………………………… (Hereinafter referred to as
service provider) have entered into a Non-Disclosure Agreement effective from
DD/MM/YYYY.
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And,
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Whereas, each party desires to disclose to the other party certain information in
oral or written form which is proprietary and confidential to the disclosing party,
("CONFIDENTIAL
INFORMATION").
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NOW, THEREFORE, in consideration of the foregoing and the covenants and
agreements contained herein, the parties agree as follows:
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1. Definitions (As used herein):
(a) The term “Confidential Information” shall include, without limitation, all
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information and materials, furnished by either Party to the other in connection with
-citizen/users/persons/customers data, products and/or services, including
information transmitted in writing, orally, visually, (e.g. video terminal display etc.)
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(b) The term, “SBI Foundation (SBIF)” shall include the officers, employees,
agents, consultants, contractors and representatives of SBIF.
(c) The term, “Service Provider” shall include the directors, officers, employees,
agents, consultants, contractors and representatives of _________________
(Company Name), including its applicable affiliates and subsidiary companies.
pg. 23
2. Protection of Confidential Information:
With respect to any Confidential Information disclosed to it or to which it has
access, Service Provider affirms that it shall:
(a) Use the Confidential Information as necessary only in connection with Project
and in accordance with the terms and conditions contained herein;
(b) Maintain the Confidential Information in strict confidence and take all
reasonable steps to enforce the confidentiality obligations imposed hereunder, but
in no event take less care with the Confidential Information that the parties take to
protect the confidentiality of its own proprietary and confidential information and
that of its clients;
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(c) Not to make or retain copy of any commercial or marketing plans,
citizen/users/persons/customers database, Proposals developed by or originating
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from SBIF or any of the stakeholders of SBIF except as necessary, under prior
written intimation from SBIF, in connection with the Project, and ensure that any
such copy is immediately returned to SBIF even without express demand from
SBIF to do so;
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(d) Not disclose or in any way assist or permit the disclosure of any Confidential
Information to any other person or entity without the express written consent of
the other party; and
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(e) Return to the other party, or destroy, at SBIF’s discretion, any and all
Confidential Information disclosed in a printed form or other permanent record, or
in any other tangible form (including without limitation, all copies, notes, extracts,
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analyses, studies, summaries, records and reproductions thereof) immediately
upon the earlier to occur of (i) expiration or termination of either party’s
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engagement in the Project, or (ii) the request of the other party therefore.
(f) Not to discuss with any member of the public, media, press, any or any other
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person about the nature of arrangement entered between SBIF and Service
Provider or the nature of services to be provided by the Service Provider to the
SBIF.
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3. Onus: Service Provider shall have the onus of proving that any disclosure or
use inconsistent with the terms and conditions hereof falls within any of the
foregoing exceptions.
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(e) Which is received from a third party not subject to the obligation of
confidentiality with respect to such Information;
5. Remedies: Service Provider acknowledges that (a) any actual or threatened
disclosure or use of the Confidential Information by Service Provider would be a
breach of this agreement and may cause immediate and irreparable harm to
SBIF; (b) Service Provider affirms that damages from such disclosure or use by it
may be impossible to measure accurately; and (c) injury sustained by SBIF may
be impossible to calculate and remedy fully. Therefore, Service Provider
acknowledges that in the event of such a breach, SBIF shall be entitled to specific
performance of Service Provider’s obligations contained in this Agreement. In
addition, Service Provider shall indemnify SBIF of the actual and liquidated
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damages which may be demanded by SBIF. Moreover, SBIF shall be entitled to
recover all costs (including reasonable attorneys’ fees) which it or they may incur
in connection with defending its interests and enforcement of legal rights arising
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due to a breach of this agreement by Service Provider.
6. Need to Know: Service Provider shall restrict disclosure of such Confidential
Information to its employees and/or consultants with a need to know (and advise
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such employees of the obligations assumed herein), shall use the Confidential
Information only for the purposes set forth in the Agreement, and shall not
disclose such Confidential Information to any affiliates, subsidiaries, associates
and/or third party without prior written approval of the disclosing party.
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7. Intellectual Property Rights Protection: No licence to a party, under any
trademark, patent, copyright, design right, mask work protection right, or any other
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intellectual property right is either granted or implied by the conveying of
Confidential Information to such party.
8. No Conflict: The parties represent and warrant that the performance of its
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obligations hereunder do not and shall not conflict with any other agreement or
obligation of the respective parties to which they are a party or by which the
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authority and power to enter into this Agreement and perform their obligations
hereunder.
10. Dispute Resolution: If any difference or dispute arises between the SBIF and
the Service Provider in connection with the validity, interpretation, implementation
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or alleged breach of any provision of this Agreement, any such dispute shall be
referred to the Managing Director, SBIF.
11. Entire Agreement: This Agreement constitutes the entire understanding and
agreement of the parties, and supersedes all previous or contemporaneous
agreement or communications, both oral and written, representations and
understandings among the parties with respect to the subject matter hereof.
12. Amendments: No amendment, modification and/or discharge of this
Agreement shall be valid or binding on the parties unless made in writing and
signed on behalf of each of the parties by their respective duly authorized officers
or representatives.
pg. 25
13. Binding Agreement: This Agreement shall be binding upon and inure to the
benefit of the parties hereto and their respective successors and permitted
assigns.
14. Severability: It is the intent of the parties that in case any one or more of the
provisions contained in this Agreement shall be held to be invalid or
unenforceable in any respect, such provision shall be modified to the extent
necessary to render it, as modified, valid and enforceable under applicable laws,
and such invalidity or unenforceability shall not affect the other provisions of this
Agreement.
15. Survival: Both parties agree that all of their obligations undertaken herein with
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respect to Confidential Information received pursuant to this Agreement shall
survive till perpetuity even after any expiration or termination of this Agreement.
16. Term: This Agreement shall remain valid up to 1 years from the “effective
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date”.
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IN WITNESS HEREOF, and intending to be legally bound, the parties have
executed this
Agreement to make it effective from the date and year first written above.
For SBIF India, For Service Provider
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______________________ ___________________________
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Name of the authorized signatory Name of the authorized signatory
Designation: Designation:
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Witnesses:
1.__________________________________
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2. __________________________________
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Annexure II
Due Diligence Document Checklist
Sr. no Documents
1 Evaluation Form (Proposal)
2 Two Donor Feedbacks
4 Registration Certificate
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5 12A Registration
6 80G Registration
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7 FCRA Certificate
8 PAN
9 Address Proof
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10 IT – Returns (Last 3 Years) (2021-22, 2022-23, 2023-24)
11 Audited Reports (Last 3 Years) (2021-22, 2022-23, 2023-24)
12 Self-Declaration
13 Annual Reports (Last 3 Years) (2021-22, 2022-23, 2023-24)
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14 Organisation Profile
15 Brief Bio Data (incl. Education and Work ex) of Board Members
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16 Brief Bio Data (incl. Education and Work ex) of Top Management
17 Minutes of Board Meeting (last two)
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Annexure III
Technical Form (Evaluation Form) –
Section 1: Organisation Details & Section 2: Project Proposal
The proposal shall be evaluated out of 100.
Link:
https://docs.google.com/document/d/1STCIHFpmzduglKUcDxgmco3tvqRc5Qbk/edit
?usp=drive_link&ouid=106334437962443177304&rtpof=true&sd=true
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Annexure IV
Financial Format
Link:
https://docs.google.com/spreadsheets/d/1yWt1nCHX16jZGUWFvZNiwS1InSAclgjj/e
dit?usp=drive_link&ouid=106334437962443177304&rtpof=true&sd=true
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Annexure V
Format of Agreement/MoU
MoU & Grant Letter Format Link:
Link:
https://docs.google.com/document/d/1Iag8Tp8Jn1FrlE_DFcP7ovX4Q2j74q4m/edit?u
sp=drive_link&ouid=106334437962443177304&rtpof=true&sd=true
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