Request for Proposal (RFP)

CSR projects in the focus area of

Environment & Sustainability- Aquatic Ecosystem
Conservation

Prepared by:
SBI Foundation
35, Arcade, World Trade Centre, Cuffe Parade, Mumbai – 400005
www.sbifoundation.in

pg. 1
 Index

1. Introduction .................................................................................................. 3

2. Invitation for Proposals ................................................................................ 4

3. Key Events and Dates ................................................................................. 5

4. Instructions to the Agencies......................................................................... 6

5. Scope of Work ........................................................................................... 11

6. Selection Criteria for Agencies .................................................................. 12

7. Guidelines for Proposal ............................................................................. 13

8. Annexure I ................................................................................................. 14

9. Annexure II ................................................................................................ 18

10. Annexure III ............................................................................................... 19

11. Annexure IV ............................................................................................... 20

12. Annexure V ................................................................................................ 21

pg. 2
 Introduction
SBI Foundation
SBI Foundation (SBIF) was incorporated to bring all the CSR activities of State
Bank Group under one umbrella and contribute in 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.
So far, SBIF has impacted the lives of more than a 20 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 under-privileged members
and enable them to live up to the potential that they all possess.

SBI Foundation’s work through its flagship program, SBIF CONSERW –

‘Conservation Through Sustainable Engagements, Restoration and Wildlife
Protection’, is geared towards achieving the UN SDG 6 ‘’Clean Water and Sanitation”,
SDG 7 “Affordable and Clean Energy”, SDG 11 “Sustainable Cities and Communities”,
SDG 13 “Climate Action”, SDG 14 “Life Below Water” and SDG 15 “Life on Land”.

The SBIF CONSERW program works primarily in the following 4 themes:

A. Sustainable Waste Management.
B. Wildlife Protection
C. Renewable Energy
D. Restoration and Conservation of Ecosystems

About the Request for Proposal (RFP)

The purpose of this Request for Proposal (RFP) is to invite potential grantees with
a proven track record to implement projects in the thematic area of Conservation of
Aquatic Ecosystem in water stressed regions of India for a period of 2-3 years
starting from FY 2025-26. This document provides information to enable the
agencies to understand the requirements of SBIF for submitting their "Proposals".

pg. 3
 Invitation for Proposals
SBI Foundation hereby invites proposals seeking funding under SBIF CONSERW:
JALDHARA. The budget for a proposal should be in the range of Rs.0.50 Cr.to Rs.
4.50 Cr. for a support period ranging from 2 to 3 years. 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

and,

For project proposals above 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. 5.00 Cr).

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.
Agencies are requested to study this RFP document carefully and checking their
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 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).

pg. 4
 Key Events and Dates

S. Process step* Timeline*/Details

No.

1 Publication date of the RFP 09th April 2025

2 Last Date for requesting clarifications 20th April 2025

through email.

3 Last Date and Time for submission of 30th April 2025

proposals via email

4 Communication to shortlisted NGOs to 10th May 2025

make presentations

5 Tentative date for Presentations to be 15th May 2025 – 20th May 2025
made by shortlisted NGOs

6 Final communication of selection After 1st June 2025

7 Place of Submission of Proposals [email protected]

Soft copies to be sent by 30th
April 2025 with subject line
“SBIF CONSERW RFP NGO
NAME”
Only Shortlisted NGOs will be
contacted and they shall be
required to submit Hard copies at a
later date.
Address: SBI Foundation, Shop
no. 35, The Arcade, World Trade
Centre, Cuffe Parade, Mumbai
400005

pg. 5
 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
(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 (including the filled evaluation form and
budget sheet) should be downloaded and filled from the link furnished-
https://www.sbifoundation.in/request-for-proposal. All completed formats
should be sent to the email id [email protected] by
30th April 2025. The shortlisted NGOs will be requested to submit hard
copies at a later date.

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
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 line ‘SBIF
CONSERW- RFP Queries, before 20th April 2025. 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.

pg. 6
5. Language of Proposal:
a. Proposals should be submitted in English language only.

6. Documents (soft copies) 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: A checklist of the documents is attached as

Annexure II.

b. Performance track-record:

The NGOs applying in the RFP should have:

• Minimum 5 years of experience in implementing CSR projects in
the thematic area of conservation of aquatic ecosystem.
• A dedicated team for aquatic ecosystem conservation projects,
comprising of environmentalists, engineers, hydrologists,
biologists, etc.

c. 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.

d. A self-declaration (on the letter head) 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.

e. 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.
The agency must also submit the following documents (soft copies)
with the proposal:
• Copy of the RFP shall be submitted signed by authorized signatory and
official seal on each and every page of the RFP by the agency.
• Audited Annual financials should be submitted as per the proposal
format.
• Self-attested copy of Registration Certificate, tax-exempt status under 12
A, Section 80(G), PAN Card, IT Returns for last 3 consecutive financial
years, Audited Financial Statements for last 3 consecutive financial
years, Annual reports of activities for last 3 consecutive financial years
and Memorandum of Association/ Trust Deed/ Rules and
Regulations/Bye-Laws.

pg. 7
 The agency must also submit the remaining documents and policies
(soft copies) as mentioned in the document checklist
7. Evaluation Process:
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. 13 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 on Page No. 13 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/half yearly basis on satisfactory
performance by SBI Foundation 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
update on activities conducted would also be required to be submitted.
b. All terms regarding to the grant will be in accordance to 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 stake
holders.
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 10th 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, including 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.

pg. 8
10. Non-Disclosure Agreement (NDA)
Selected agencies will have to sign the Non-Disclosure Agreement
(Annexure) with SBIF.

11. Transfer of RFP

The RFP document is not transferable.

12. Proposal Preparation Costs

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 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. 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.

14. Late Proposals

Any proposals received by SBIF after the deadline for submission of
proposal shall be declared late and will be rejected.

15. 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,

pg. 9
 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.
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.
16. 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.

Selection of the implementing agency will be done based on the Quality &
Cost Based Selection (QCBS) method. Allocation of marks will be done by
assigning weightage to Technical proposals (80%) and Financial Proposal
(20%).

pg. 10
 Scope of Work
The proposed project under SBIF CONSERW should be in the thematic area of
Aquatic Ecosystem Conservation in water stressed regions of India. The focus of the
project should be on conservation, protection and rejuvenation of waterbodies. The
proposed project will include interventions focused on Waterbody Rejuvenation,
Spring shed Management, River and Riverbank Protection, and Rainwater Harvesting.

Under this, the project must align with the below-mentioned framework.

1. Thematic Area: Aquatic Ecosystem Conservation

Framework
The following framework needs to be followed while preparing the project
implementation plan.

• Baseline / study – Conduct baseline study of the potential restoration sites.

• Identification and finalization of location – Finalization of area for the
restoration activities. The restoration area will encompass Watersheds, Lakes,
Ponds, Wetlands, Backwaters, Estuaries, Urban Waterbodies, Springs, Rivers
Streams, and Floodplains.
• Government approvals – Obtain necessary approvals from government and
local authorities for restoration activities.
• Partnership and Liaison – To establish partnerships for knowledge sharing
with active players or government organizations working for the restoration of
aquatic ecosystem.
• Community mobilization activities – Constitution of community-based
institution and awareness sessions to keep the restored aquatic ecosystem
sustained.
• Implementation – Waterbody rejuvenation focuses on aquatic ecosystems by
improving water quality, biodiversity, and storage capacity. Techniques include
desilting, bioremediation, rainwater harvesting, and restoring natural
hydrological pathways to enhance the recharge in groundwater and ecological
balance.
• Other activities – Other activities included scoping study in other geographies,
mid line or end line study of the project, livelihood activities etc.
Preferred project locations: Pan Indian (Preferably drought-prone regions in India
which include areas in Maharashtra (Marathwada and Vidarbha), Andhra Pradesh
(Rayalaseema and coastal areas), Telangana, parts of Gujarat, Rajasthan, Madhya
Pradesh, Jammu and Kashmir, Ladakh, Uttarakhand, Himachal Pradesh, Arunachal
Pradesh, Manipur, Meghalaya, Mizoram, Nagaland, Sikkim, Tripura, Assam and West
Bengal).

We encourage the applicant organizations to propose unique sustainable restoration

methodologies, that align with the overall objective of the theme.

pg. 11
 Selection Criteria for Agencies
The evaluation of the agencies shall be done by the competent authority on following
parameters:

A. Project Proposal
1. Alignment with SBI Foundation's ‘Aquatic Ecosystem Conservation’ framework
mentioned in page no. 11.
2. Clear and concise detailing of the proposed solution, implementation plan and
outcomes.
3. Innovation in the project.
4. Risk-mitigation measures.
5. Comprehensiveness of the Log frame & Project timelines.
6. Project Monitoring & Evaluation Process.
7. Proportion of admin and overheads costs, in comparison to the total project budget.
8. Project exit strategy & sustainability of the solution.

B. Experience
1. The NGO should have a minimum 5 years of existence on the date of publication
of this RFP.
2. The NGO should have presence in the proposed state.
3. The NGOs having demonstrated capability to improve measurable outcomes to
ensure effectiveness and efficiency of the intervention will be preferred.
4. The NGO must have completed at least 3 assignments/projects of a similar nature.

C. The Agency shall be rejected if:

1. The proposed project budget is between 50 Lakhs to Rs. 1.00 Cr, and the
cumulative CSR revenue of the organization for the last 3 financial years (2021-
22, 2022-23, 2023- 24), is less than Rs. 2.00 Cr.
2. The proposed project budget is above Rs. 1.00 Cr, the cumulative CSR revenue
of the organization for the last 3 financial years (2021-22, 2022-23, 2023-24), is
less than of Rs. 5.00 Cr.
3. It has political or religious associations.
4. It fails to furnish the due diligence documents mentioned in Annexure II.
5. The number of board members is less than 3.
6. The number of permanent employees is less than 5.
7. It has individual donors among the top 3 donors for the last two financial years.

pg. 12
 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 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.
5. The NGOs having demonstrated capability to improve measurable outcomes to
ensure 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

pg. 13
 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.

pg. 14
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;
(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;

pg. 15
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 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 under
standings 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

pg. 16
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
______________________ ___________________________
Name of the authorized signatory Name of the authorized signatory
Designation: Designation:
Witnesses:
1.__________________________________
2. __________________________________

pg. 17
 Annexure II
Due Diligence Document Checklist
Sr. no Documents
1 Proposal form

Memorandum of Association/Trust Deed/Rules and Regulations

2
Memorandum of Association/Trust Deed/Rule

3 Registration Certificate
4 12A Registration
5 80G Registration
6 FCRA Certificate (for FCRA registered organisations)
7 PAN
Address Proof (Electricity Bill, Telephone Bill, Rental Agreement in name of
8
the organisation)
9 IT – Returns (Last 3 Years - FY 2021-22, 2022-23, 2023-24)
10 Audited Reports (Last 3 Years - FY 2021-22, 2022-23, 2023-24)
11 Self-Declaration
12 Annual Reports (Last 3 Years - FY 2021-22, 2022-23, 2023-24)
13 Organisation Profile
14 Brief Bio Data (incl. Education and Work experience) of Board Members

15 Brief Bio Data (incl. Education and Work experience) of Top Management
16 Minutes of Board Meeting (last two)
Personal/HR Policy: Including Remuneration policy for Directors/Trustees;
17 Remuneration policy for CEO, COO, Secretary etc.; Promotion, Increment,
Role assignment policy.
Finance Policy: Including procurement policy, Purchase/Sale of
18
Assets/Investments.
19 Organogram of Organization
20 Detailed Budget sheet in Excel
21 Third party evaluation/Audit reports/Impact Assessment
22 MIS for planning, tracking & reviewing
23 Profile of Key leaders and Founders
Media Reports and Publications (Regarding the organisation’s
24
achievements)
25 Awards and Recognitions Pics/link
26 Feedback mechanism (Beneficiaries and other Stakeholders)
27 Monitoring Mechanism/Software in place
28 GST certificate
29 Form CSR 1

pg. 18
 Annexure III
Technical Form (Evaluation Form) –
Section 1: Organisation Details & Section 2: Project Proposal
The proposal shall be evaluated out of 100.
Link:
Evaluation Form

pg. 19
 Annexure IV
Financial Format

Link:
Financial Format

pg. 20
 Annexure V
Format of Agreement/MoU
MoU & Grant Letter Format Link:

Link:
MoU & Grant Letter Format

pg. 21