Request for Proposal (RFP)
Funding projects for the
Inclusion and Empowerment
of Persons with Disabilities (PwDs)
Prepared by:
SBI Foundation
35, Arcade, World Trade Centre, Cuffe Parade, Mumbai – 400005
www.sbifoundation.in
Index
1. Introduction .......................................................................................................................... 3
2. Key Events and Dates ............................................................................................................ 4
3. Instructions to the Agencies ................................................................................................. 5
4. Scope of Work ....................................................................................................................... 9
5. Selection Criteria for RFP .................................................................................................... 10
6. Guidelines for Proposal ....................................................................................................... 11
7. Annexure I - Non-Disclosure Agreement ............................................................................ 12
8. Annexure II - Due Diligence Document Checklist ............................................................... 16
9. Annexure III - Technical Form (Evaluation Form) ............................................................... 17
10. Annexure IV - Financial Format........................................................................................... 18
11. Annexure V - Format of Agreement/MoU .......................................................................... 19
Page 2 of 19
Introduction
SBI Foundation
SBI Foundation (SBIF) was incorporated to bring all the CSR activities of 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 Rural
Development, Healthcare, Disability & Inclusion, Education, Livelihoods/Entrepreneurship
and Environment.
So far, SBIF has impacted the lives of more than a million beneficiaries through all its
programmes/initiatives and aims to continue improving the socio-economic well-being of
the society, particularly of the less fortunate and under-privileged members and enable
them to live up to the potential that they all possess.
Centre of Excellence for Persons with Disabilities (CoE) is one of SBI Foundation’s flagship
programmes and was launched in 2017 with the goal of institutionalising the inclusion and
empowerment of PwDs, removing barriers to employment and employability of persons
with disabilities and disseminating greater awareness about the abilities of PwDs. In the
past five years, CoE has made significant strides in its objectives and aims to become a
leader in disability inclusion in the near future. CoE will evaluate proposals that are aligned
with government priorities and are working towards building resilient communities.
About the Request for Proposal (RFP)
SBIF intends to engage non-profit organizations registered in India for funding projects
focussed on economic independence and mobility of Persons with Disabilities in India. The
purpose of this Request for Proposal (RFP) is to invite potential grantees with a proven
track record to implement projects in the aforementioned thematic areas during the current
financial year FY of 2023-24 and 2024-25. This document provides information to enable
the agencies to understand the requirements of SBIF for submitting their "Proposals".
Invitation for Proposals
SBI Foundation hereby invites proposals from NGOs/NPOs to be funded under the Centre
of Excellence for Persons with Disabilities (CoE). The budget for a proposal should be in
the range of Rs. 25.00 lakhs to Rs. 3.00 Crores for a support period ranging from 12
months to 36 months.
The RFP document and the four annexures (1) Non-Disclosure Agreement (2) Mandatory
Documents checklist (3) Evaluation Form, and (4) Budget Format (5) MoU/Agreement
Format is available on the link.
Link: https://drive.google.com/drive/folders/1L0MZMVAc6qU8_RsfiAgBJUAFWNWFP-
bv?usp=sharing
Agencies are requested to study this RFP document carefully before submitting their
proposals in response to the call for RFPs. Submission of 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 the prequalification criteria before submission of proposal
(both Technical and Financial).
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Key Events and Dates
S. No. Process step* Timeline*/Details
1 Publication date of the RFP 23rd August 2023
2 Last Date for requesting clarifications through 7th September 2023
email.
3 Last Date and Time for submission of proposals 9th September 2023
via email to [email protected]
6.30 PM
4 Communication to shortlisted NGOs to make 24th September 2023
presentations
5 Submission of hard copies of the proposal & the 30th September 2023
documents by Shortlisted NGOs
6 Tentative date for Presentations to be made by 3rd to 6th October 2023
shortlisted NGOs
7 Final communication of selection Third Week of October 2023
8 Place of Submission of Proposals (Physical SBI Foundation,
copies)
35, Arcade, World Trade
Centre, Cuffe Parade, Mumbai
– 400005
*Subject to all SBI Foundation team complying with the defined timelines as per
ownership/responsibility.
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Instructions to the Agencies
1. Re-submission of Proposal
a. The agencies who applied in RFP 1 (March 2021), RFP 2 (December 2021) and
RFP 3 (November 2022) and have been selected in the same, need not apply again.
The Implementing Agency can only submit one proposal at a time.
2. Completeness of Response:
a. The agencies are requested to study all instructions, forms, terms, requirements
and other information in the RFP document carefully (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 understanding of its implications.
b. The RFP and all the annexures should be downloaded and filled from the link
furnished- https://www.sbifoundation.in/request-for-proposal. All completed formats
should be sent to the SBI Foundation office by the mode of email to
[email protected] by 2nd September 2023.
Link for download:
https://drive.google.com/drive/folders/1L0MZMVAc6qU8_RsfiAgBJUAFWNWFP-
bv?usp=sharing
Note: The Shortlisted NGOs as communicated by SBI Foundation will be required
to send hard copies of proposals along with the required documents to SBI
Foundation’s office address. (SBI Foundation, 35, Arcade, World Trade Centre,
Cuffe Parade, Mumbai – 400005).
c. The response to this RFP should be complete in all respect. Failure to furnish all
information required by the RFP documents or submission of a proposal not
substantially responsive to the RFP documents in every respect will be at the
agency's risk and may result in rejection of its proposal.
3. Agency Inquiries/Clarifications:
a. The agency shall send their queries at [email protected] with a
subject “SBIF COE RFP 2023- *insert organisation’s name*|*thematic area*” before
30th August 2023. (For Eg.: SBIF COE RFP 2023 – ABCD – DCBA) Queries
received after the aforesaid due date will not be responded/acted upon
b. Queries on telephone, Social media or any other medium will NOT be entertained.
4. SBIF’s right to terminate the process:
a. SBIF may terminate the RFP process at any time and without assigning any reason
thereof.
b. SBIF reserves the right to amend/edit/add/delete any clause. However, this will be
informed to all and will become part of the RFP.
c. During the RFP process, if any information is found false/ fraudulent/ mala fide, then
SBIF shall reject the proposal and if necessary, initiate appropriate action.
5. Language of Proposal:
a. Proposals should be submitted in English language only.
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6. Documents to be submitted and Pre-qualification criteria:
a. The Agency should be a non-profit organization/trust/society registered in India.
Documents to be submitted*: Documents to be submitted: Memorandum of
Association/ Trust Deed/ Rules and Regulations of Memorandum/ Bye-Laws,
Registration Certificate, 12A Certificate, 80(G) Certificate, Form CSR 1, FCRA (not
mandatory), PAN Card, Address Proof (electricity bill/ telephone bill/ rent agreement),
IT Returns for last 3 years (2019-20, 2020-21, 2021-22, (2022-23 if available)), Audited
Report of last 3 years (2019-20, 2020-21, 2021-22, (2022-23 if available)), Self-
Declaration (as mentioned in clause c & d point 6), Annual Report of last 3 years (2019-
20, 2020-21, 2021-22, (2022-23 if available)), Organisation profile ( summary of the
organisation which includes vision, mission, thematic areas, geographical reach etc.),
Brief bio data of Board members (including education and work experience), Brief bio
data of top management (including education and work experience), Minutes of Board
meetings (last 2 meetings), Personnel/HR policy (Including Remuneration policy for
Directors/Trustees; Remuneration policy for CEO, COO, Secretariat etc. ; Promotion,
Increment, Role assignment policy), Finance Policy (Including procurement policy,
Purchase/Sale of Assets/Investments), Organogram of the organisation (hierarchy of
manpower, delegation of work, thematic areas etc.), Detailed Budget sheet in Excel
format (refer Annexure IV), Third Party Evaluation Report/ Social Audit Report/ Impact
Assessment Report, MIS for planning, tracking and reviewing (brief about any tools or
softwares being used for monitoring or tracking the progress of the projects), Profile of
Key leaders and Founders (bio data), Press reports/ media coverage of the projects,
Awards and recognitions (pictures & links), Feedback mechanisms (mention about
mechanisms to receive feedback/ suggestions from stakeholders), Monitoring
mechanism/ Software ( if yes, provide details), GST Certificate ( if applicable). (Refer
Annexure II for mandatory document submission).
Note: Each document (as mentioned in clause (a) of point 6) should be a separate file
and named as per the document and collectively put in a zip folder/ google drive link
while being sent via email.
The agency must also submit the following documents with the proposal:
b. Copy of the RFP shall be submitted with authorized signature and official seal on
each and every page of the RFP by the agency.
c. A self-declaration (on the letterhead) that the Grantee does not 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 law.
d. The Agency should not have been blacklisted by any Government
Agency/PSU/Central/State agency or under a declaration of ineligibility for
fraudulent or corrupt practices.
Documents to be submitted: Declaration from the current authorized signatory of
the company.
e. Any Sub-letting, sub-contracting and/or outsourcing of the activities shall not be
allowed. Documents to be submitted: Copies of previous project completion and
work experience details.
*The agency must also submit the copies of policies (Personnel/ HR & Finance)
as mentioned in the document checklist.
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7. Evaluation Process:
a. SBI Foundation will shortlist the proposals based on the Shortlisting criteria as
mentioned in Page No. 10 of the RFP titled ‘Selection Criteria for RFP’.
b. The Internal Committee of SBI Foundation shall evaluate the shortlisted proposals
based on the parameters defined in Page No. 10 titled ‘Selection Criteria for RFP’
of the RFP and submit its recommendation to the Competent Authority whose
decision shall be final in all aspects.
8. Grant Terms and Schedule:
a. Grant will be released on a quarterly basis on satisfactory performance by the
agency and submission of quarterly reports (activity and financial utilisation) duly
signed by the authorized signatory and duly certified by the auditors of the
successful agency. Brief monthly updates on activities conducted would also be
required to be submitted.
b. All terms regarding the grant will be in accordance with the amendment to the
Companies Act 2013, with effect from 22nd January 2021 and any further
enactments by the government shall be binding on all the stakeholders.
c. Any unutilised disbursement lying with the agency at the end of the Financial Year
i.e. on 31st March of the preceding year shall be promptly intimated and refunded
to SBI Foundation, not later than 30 days from the closure of the Financial Year i.e.
on or before 30th April.
d. A separate bank account (preferably a savings bank account) in State Bank of India
for the purpose of this grant and proof of the same should be furnished to SBI
Foundation. All receipts and payments related to the said project must be routed
through this account.
e. 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.
f. 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.
9. Penalty
a. SBIF shall be at liberty to impose penalties such as cancellation of awarded grant,
if the agency indulges in fraudulent activities, malpractices and male fides. In case
of the said situation, SBIF shall blacklist the implementing agency in its books and
shall share the information with Ministry of Corporate Affairs for further course of
action.
10. Non-Disclosure Agreement (NDA)
a. Selected agencies will have to sign the Non-Disclosure Agreement (Annexure) with
SBIF.
11. Transfer of RFP
a. The RFP document is not transferable.
12. Proposal Preparation Costs
a. The agency shall submit proposal at its own cost and SBIF shall not be held
responsible for any cost incurred by the agency. Submission of proposal does not
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entitle the agency to claim any cost and rights over SBIF and SBIF shall be at liberty
to cancel any or all proposals without giving any notice. All materials submitted by
the agencies shall be the absolute property of SBIF and no copyright/patent, etc.
shall be entertained by SBIF.
13. SBIF’s right to terminate the process
a. SBIF may terminate the RFP process at any time and without assigning any reason
thereof. SBIF reserves the right to amend/edit/add/delete any clause of this
Proposal Document. However, this will be informed to all and will become part of
the RFP.
14. Submission of Proposals
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.
15. Late Proposals
Any proposals received by SBIF after the deadline for submission of proposal shall
be declared late and will be rejected and returned unopened to the agency at the
discretion of SBIF.
16. Disclaimer:
i. The information contained in this RFP document or information provided subsequently
to implementing agencies whether verbally or in documentary form/email by or on
behalf of SBI Foundation is subject to the terms and conditions set out in this RFP
document.
ii. This RFP is not an offer by SBI Foundation, but an invitation to receive responses from
the eligible implementing agencies.
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 implementing agency
should conduct its own investigations and analysis and should check the accuracy,
reliability and completeness of the information contained in this RFP and where
necessary obtain independent advices/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.
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 or unjust enrichment or otherwise
for any loss, damages, cost or expense 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,
assumption, statement or information contained therein or deemed to form or arising
in any way for participation in this process.
v. The SBI Foundation also accepts no liability of any nature whether resulting from
negligence or otherwise, howsoever caused arising from reliance of any implementing
agency upon the statements contained in this RFP.
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vi. The issue of this RFP does not imply that SBI Foundation is bound to select an
implementing agency or engage an agency and SBI Foundation reserves the right to
reject all or any of the implementing agencies or proposal without assigning any reason
whatsoever.
vii. The implementing agency is expected to examine all instructions, forms, terms and
specifications in the RFP Document. Failure to furnish all information required by the
RFP or to submit a proposal not substantially responsive to RFP in all respect will be
at the implementing agency’s risk and may result in rejection of the proposal.
17. Modification and Withdrawal of Proposals:
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.
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 (70%) and Financial Proposal (30%). The full
marks will be 100.
Scope of Work
Proposed projects should aim to enable inclusion and empowerment of PwDs. The projects
can be under the following thematic areas:
I. CARE (Child Assistance, Relief, and Empowerment)- This thematic area
focuses on Early Intervention & specific and/or comprehensive Healthcare for
PwDs. The projects can be around the lines of identification of disabilities at the
earliest stage, providing appropriate medical interventions and therapies, and
ensuring access to quality healthcare services throughout the life cycle of Persons
with Disabilities.
II. Samagra Shiksha (Inclusive Education)- This thematic area is dedicated to
promoting quality and inclusive education for children with disabilities. The projects
aiming to create an inclusive and supportive learning environment for PwD through
training of teachers in inclusive pedagogy, the development of special educational
materials, the provision of assistive technologies that can aid students in their
learning journey and make the environment accessible, are encouraged to apply.
III. Swavlamban (Upskilling & Employability)- Swavlamban focuses on
empowering PwDs with the skills and training to secure gainful employment and
enhance their financial independence. Through vocational training and skill
development initiatives, projects aiming to equip individuals with disabilities with
practical skills and knowledge relevant to various industries and sectors, are
encouraged to apply. Further, projects on developing Entrepreneurship & Self-
Employability skills for PwD can apply.
IV. Samarthya (Assistive Devices)- Samarthya focuses on providing assistive
devices to individuals with disabilities, aiming to enhance their independence and
improve their overall quality of life. The projects under this thematic area would
involve the development, production, and distribution of affordable and accessible
assistive devices.
Location: The location of the proposed projects can be in any of the States/Union territories
in India.
Page 9 of 19
Selection Criteria for RFP
The evaluation of the agencies shall be done by the competent authority on following
parameters:
A. Project
1. Alignment with CoE's mission
2. Project objective & rationale
3. Innovation in the project
4. Risk-mitigation measures
5. Log frame & Project timelines
6. Project Monitoring & Evaluation Process
7. Project exit strategy
B. Governing Structure
1. The NGO should have a minimum 3 years of registration.
2. The NGO should have a minimum of 3 years of work experience in the proposed state.
3. The NGOs having demonstrated capability to improve measurable outcomes to ensure
effectiveness and efficiency of the intervention.
4. The Agency should have previous experience of executing projects in the Disability
Sector.
5. Although the selection criteria for agencies is being set on above mentioned points,
the selection committee of SBI Foundation will verify the due diligence documents as
per the checklist provided in Annexure II.
C. The Agency shall be rejected if:
1. Annual revenue of the organisation for the last 3 years is less than 5 Crores
2. It has political or religious associations
3. Does not have the due diligence documents mentioned in Annexure II
4. The number of board members is less than 3
5. The number of permanent employees is less than 5
6. The individual donors are among the top 3 donors
Page 10 of 19
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.
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.
3. The proposal must be sent by email to the SBI Foundation at
[email protected] by 2nd September. The submission of the proposal should
ensure that the technical proposal (Annexure III) and financial proposal (Annexure IV) are
placed under two separate envelopes and labelled accordingly on each envelope clearly
remarked with the words, “Technical Officer” and “Financial Offer” respectively.
Note: The Shortlisted NGOs as communicated by SBI Foundation would be required to submit
the proposal to SBI Foundation’s office (SBI Foundation, No. 35, Ground Floor, The Arcade,
World Trade Centre, Cuffe Parade Mumbai 400005) by 20th September, 2023 (Wednesday)
in hard copy. The submission of the proposal should ensure that the technical proposal
(Annexure III) and financial proposal (Annexure IV) are placed under two separate envelopes
and labelled accordingly on each envelope clearly remarked with the words, “Technical
Officer” and “Financial Offer” respectively. (both sealed envelopes to be kept together in one
covering envelope). The outer envelope of the submission should read ‘SBIF COE RFP 2023-
*insert organisation’s name*_*thematic area*. Eg: SBIF COE RFP 2023– ABCD - ABCD
Page 11 of 19
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.
And,
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").
NOW, THEREFORE, in consideration of the foregoing and the covenants and agreements
contained herein, the parties agree as follows:
1. Definitions (As used herein):
(a) The term “Confidential Information” shall include, without limitation, all 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.) or on magnetic or
optical media, and including all proprietary information, customer & prospect lists, trade
secrets, trade names or proposed trade names, methods and procedures of operation,
commercial or marketing plans, licensed document know-how, ideas, concepts, designs,
drawings, flow charts, diagrams, quality manuals, checklists, guidelines, processes,
formulae, source code materials, specifications, programs, software packages, codes and
other intellectual property relating to the disclosing party’s data, computer database,
products and/or services. Results of any tests, sample surveys, analytics, data mining
exercises or usages etc. carried out by the receiving party in connection with the SBIF’s
Information including citizen/users/persons/customers personal or sensitive personal
information as defined under any law for the time being in force shall also be considered
Confidential Information.
(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.
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;
Page 12 of 19
(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;
(c) Not to make or retain copy of any commercial or marketing plans,
citizen/users/persons/customers database, Proposals developed by or originating 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;
(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
(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, analyses, studies, summaries,
records and reproductions thereof) immediately upon the earlier to occur of (i) expiration or
termination of either party’s engagement in the Project, or (ii) the request of the other party
therefore.
(f) Not to discuss with any member of public, media, press, any or any other 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.
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.
4. Exceptions: These restrictions as enumerated in section 1 of this Agreement shall not
apply to any Confidential Information:
(a) Which is independently developed by Service Provider or lawfully received from another
source free of restriction and without breach of this Agreement; or
(b) After it has become generally available to the public without breach of this Agreement
by Service Provider; or
(c) Which at the time of disclosure to Service Provider was known to such party free of
restriction and evidenced by documentation in such party’s possession; or
(d) Which SBIF agrees in writing is free of such restrictions.
(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
damages which may be demanded by SBIF. Moreover, SBIF shall be entitled to recover
Page 13 of 19
all costs (including reasonable attorneys’ fees) which it or they may incur in connection with
defending its interests and enforcement of legal rights arising 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 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.
7. Intellectual Property Rights Protection: No license to a party, under any trademark,
patent, copyright, design right, mask work protection right, or any other 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 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 respective parties are bound.
9. Authority: The parties represent and warrant that they have all necessary 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 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.
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 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 date”.
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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______________________ ___________________________
Name of the authorized signatory Name of the authorized signatory
Designation: Designation:
Witnesses:
1.__________________________________
2. __________________________________
Page 15 of 19
Annexure II - Due Diligence Document Checklist
Sr. no Documents
1 Proposal form
2 Two Donor Feedbacks
Memorandum of Association/Trust Deed/Rules and Regulations Memorandum
3
of Association/Trust Deed/Rule
4 Registration Certificate
5 12A Registration
6 80G Registration
7 FCRA Certificate
8 PAN
9 Address Proof
10 IT – Returns (Last 3 Years)
11 Audited Reports (Last 3 Years)
12 Self-Declaration
13 Annual Reports (Last 3 Years)
14 Organisation Profile
15 Brief Bio Data (incl. Education and Work ex) of Board Members
16 Brief Bio Data (incl. Education and Work ex) of Top Management
17 Minutes of Board Meeting (last two)
Personal/HR Policy: Including Remuneration policy for Directors/Trustees;
18 Remuneration policy for CEO, COO, Secretary etc. ; Promotion, Increment,
Role assignment policy.
Finance Policy: Including procurement policy, Purchase/Sale of
19
Assets/Investments.
20 Organogram of Organization
21 Detailed Budget sheet in Excel
22 Third party evaluation/Audit reports/Impact Assessment
23 MIS for planning, tracking & reviewing
24 Profile of Key leaders and Founders
25 Press reports
26 Awards and Recognitions Pics/link
27 Feedback mechanism
28 Monitoring Mechanism/Software in place
29 GST certificate
30 Form CSR 1
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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/1_O7dyTHeO3GeapCGvz3Hyo4BoBMwcPEYX-
fRClYQLmY/edit?usp=drive_link
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Annexure IV - Financial Format
Link:
https://docs.google.com/spreadsheets/d/1jAUo_3Fz1_4M16I41GeD4qv8BGakS1jeor6gH3g
PMu4/edit?usp=drive_link
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Annexure V - Format of Agreement/MoU
MoU & Grant Letter Format Link:
https://docs.google.com/document/d/1AVsBPy0vKG2f5M_kr3B15o2ZzEpka55rA8pbVMttO6
w/edit?usp=drive_link
Page 19 of 19
