Request for Proposal (RFP)

Funding projects for SBIF –

Muskaan (Child Development)

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

Page 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. Framework of SBIF- Muskaan .................................................................................................. 12
7. Selection Criteria for Agencies .................................................................................................. 16
8. Guidelines for Proposal .............................................................................................................. 18
9. Annexure I .................................................................................................................................... 19
10. Annexure II ................................................................................................................................... 23
11. Annexure III .................................................................................................................................. 24
12. Annexure IV ................................................................................................................................. 25
13. Annexure V................................................................................................................................... 26

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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.

So far, SBIF has impacted the lives of more than 20 million beneficiaries through its
various CSR initiatives and aims to continue improving the socio-economic well-being of
society, particularly of the less fortunate and under-privileged members and enable them
to live up to the potential that they all possess.

SBIF MUSKAAN is SBI Foundation’s flagship program for Child Development. It is a new
programme which is being introduced by SBI Foundation to holistically address the
vulnerabilities faced by the children, keeping in mind the best interest of the child. Aligned
with the principles of the United Nations Convention on the Rights of the Child (UNCRC),
the programme aims to address the multidimensional child-related issues in rural and
urban areas like malnutrition, lack of access to healthcare, lack of access to quality
education, and child protection related issues.

About the Request for Proposal (RFP)

SBI Foundation (SBIF) intends to engage non-profit organisations registered in India with
relevant experience in the domain of Child Care Institutions, Early Childhood
Development and Child Sexual Abuse. The purpose of this Request for Proposal (RFP)
is to invite potential grantee organisations with a proven track record to implement Child
Development projects, as detailed in the Scope of Work. This document provides
information to enable the agencies to understand the requirements of SBIF for submitting
their "Proposals".

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 Invitation for Proposals

SBI Foundation hereby invites proposals seeking funding under SBIF Muskaan. The
budget for a proposal should be as per mentioned in the Framework (Page 12 onwards).
for a support period of 2 years. Multiple submissions will be disqualified.
(For project proposals below Rs. 1.00 Cr., the cumulative revenue of the organization for
the last 3 financial years (2021-22, 2022-23, 2023- 24, {2024-25, subject to availability}),
should be a minimum of Rs. 2.00 Cr.
And
For project proposals above Rs. 1.00 Cr, the cumulative revenue of the organization for
the last 3 financial years (2021-22, 2022-23, 2023- 24, {2024-25, subject to availability}),
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%20for%20Proposals

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).

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 Key Events and Dates

Sr. No. Process step Timeline/Details

1 Publication date of the RFP 17th July 2025
Last Date for requesting clarifications 24th July 2025
2 through email
Last Date and Time for submission of 11th August 2025
3 proposals
Communication to the shortlisted 20th – 24th August 2025
4 participants to make presentations
Tentative date for Presentations to be 3rd – 7th September 2025
5 made by shortlisted candidates
6 Final communication of selection After 15th September 2025
[email protected]
Soft copies to be sent by 11th
August with the subject line “SBIF
MUSKAAN RFP (ORGANISATION
7 Place of Submission of Proposals NAME)”
(Online Submission only)
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.

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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 only 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 the proposal shall be
deemed to have been done after careful study and examination of the RFP
document with a 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 links furnished -
https://www.sbifoundation.in/Request%20for%20Proposals. All completed
formats should be sent to the email id [email protected] by 11th
August 2025. The shortlisted NGOs will be requested to submit hard copies later.
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 the rejection of its proposal.
3. Agency Inquiries/Clarifications:
a. The agency shall send their queries to [email protected] with the
subject line ‘SBIF MUSKAAN - RFP Queries' before 24th July 2025 (Due date for
submission of queries/clarifications as mentioned in the Key Events and Dates).
Queries received after the aforesaid due date will not be responded to/acted upon.
b. Queries on the 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 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.
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 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 organisation such as a registered trust,

registered society, Section 8 company, or any entity established under an Act of
Parliament or a State Legislature registered in India.
Documents to be submitted: A checklist of the documents is attached as Annexure
II.
b. 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.
c. Performance Track record: In accordance with the SBI Foundation, the agency will
monitor the project's progress and submit monthly or quarterly reports to ensure
effective end-to-end management and maintain a comprehensive track record.
The organisation must have a minimum of three years of experience in Child
Protection / Early Childhood Development (Depending on the intervention for
which they are applying). The broad scope of expertise required includes:

• Proven experience in running / working with child care institutions for

vulnerable children, including family reintegration, adoption and foster care
services.
• Proven experience in early childhood development related interventions.

• Proven experience in working with the issue of Child Sexual Abuse.

d. 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.

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 authorised
signatory of the company.

The agency must also submit the remaining documents and policies (soft copies)
as mentioned in the document checklist (Annexure II).

• 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.

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• 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.

7. Evaluation Process:
a. SBI Foundation will shortlist the proposals based on the shortlisting criteria as
mentioned on Page No. 16 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. 16 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 authorised signatory and duly certified by the
auditors of the successful agency. A brief monthly update 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 7th July 2025, and
any further enactments by the government shall be binding on all the stakeholders.
c. Any unutilized 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
in compliance with CSR rule.
d. A separate bank account (preferably a savings bank account) in the 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 the invoice and all other supporting documents being in order.

f. A grant agreement/MoU will be executed between SBIF and the 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
SBIF shall be at liberty to impose penalties, including cancellation of the awarded
grant, if the agency indulges in fraudulent activities, malpractices, and mala fide. In
case of the said situation, SBIF shall blacklist the implementing agency in its books
and shall share the information with the Ministry of Corporate Affairs for further course
of action.
10. Non-Disclosure Agreement (NDA)

Selected agencies will have to sign the Non-Disclosure Agreement (Annexure - I) with
SBIF.
11. Transfer of RFP
The RFP document is not transferable.

12. Proposal Preparation Costs

The agency shall submit the proposal at its own cost, and SBIF shall not be held
responsible for any costs incurred by the agency. Submission of a 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 the duly filled-in proposal format uploaded
on the website, along with all the annexures as mentioned in the document checklist
uploaded on the website.

14. Late Proposals

Any proposals received by SBIF after the deadline for submission of the 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
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 information each implementing agency may require. Each implementing agency
should conduct its investigations and analysis and should check the accuracy,
reliability and completeness of the 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.
iv. The SBI Foundation, its employees and its advisors make no representation or
warranty and shall have no liability to any person, including any applicant under
any law, statute, rules, 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.
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 proposals 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 the RFP in all
respects will be at the implementing agency’s risk and may result in the 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 before the deadline
prescribed for submission of proposals.
ii. No modification in the proposal shall be allowed after the deadline for submission
of the proposal.
The selection of the Implementing agency will be done based on the Quality and
Cost Based Selection (QCBS) method. Allocation of marks will be done by
assigning weightage to the Technical Proposal (80%) and Financial Proposal (20%).

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 Scope of Work

The proposed projects under SBIF- Muskaan should focus on one of the interventions
mentioned under the thematic area and must broadly follow the framework as
mentioned on Page 12-15. (Framework for SBI Foundation Muskaan)

Thematic area: Child Development

Interventions under which proposals are invited:
(Note: An NGO can submit proposal for a single intervention as mentioned
below)

Intervention 1: Adoption of Child Care Institutions (for children in need of care and
protection, street-connected children, orphaned children, children of sex workers,
victims of child trafficking/child labor, children in conflict with law and other vulnerable
children)

Intervention 2: Providing Early Childhood Care through Creation of Model

Anganwadi Centers-cum-Creches (AWCCs)

Intervention 3: Combating Child Sexual Abuse through awareness, counselling and

legal support

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 Framework of SBIF- Muskaan
Partner organizations applying for a project in the above-mentioned thematic area must
follow the broad framework for SBIF- Muskaan for each of the following interventions:

Intervention 1: Adoption of Child Care Institutions

(Note: The organisation must either have adopted a Child Care Institution (CCI) with due
approval from the Child Welfare Committee (CWC), or already run a government-
registered CCI, or be directly involved in the management of the CCIs and working for
capacity building)

Preferred Project Locations: Maharashtra, Uttar Pradesh, Bihar

Project Budget: 0.25 - 2 Cr.

Project Duration: 2 years

Activities to be undertaken:

• Baseline Survey: A detailed study shall be conducted to identify the needs of the
children in the childcare home and the gaps in the existing systems.
• Government Approvals: The NGO shall take necessary approval from the
government for adopting the Child Care Institutions.
• Infrastructure and Facilities: A home shall be adopted and developed into a child
friendly environment with age and gender-based segregation, preferably with a
playground and proper WASH facilities. Each home shall cater for approximately
25-50 children. Individual Care Plans shall be developed for the children in the
homes.
• Nutrition and Healthcare: The home shall have a proper weekly nutritional plan
for the children and a medical room with a doctor. Monthly health check-ups shall
be done of all the children.
• Counselling: The home shall have a professional child psychologist/counsellor to
facilitate individual and group counselling.
• Education, Life Skills and Vocational Training: The home shall facilitate all the
children’s admission to school and keep a home educator for additional
educational support. Apart from formal education other life skills like personal
hygiene, spoken English, computer etc. shall be provided. Digital facilities shall be
developed in the homes to encourage learning.
• Child Participation and Recreation: The formation of a children's committee to
discuss the condition of the stay is mandatory. There shall be scope for
recreational activities of the children.
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 • Community Interaction: Community interaction with the children in the Home
shall be encouraged to redress the issue of stigmatization of vulnerable children
through exposure visits and outdoor activities.
• Capacity building: Quarterly capacity-building sessions for the staff of the
institute shall be conducted by external faculties with expertise in child protection
issues.
• Family tracing, strengthening and alternative care: Family tracing and family
strengthening programmes shall be facilitated. For abandoned or orphaned
children, the option for alternative care shall be explored.

*NGOs shall maintain compliance with the JJ Act

*NGOs can add activities as per their expertise and the assessed needs of the target
beneficiaries.

Intervention 2: Early Childhood Care through Model Anganwadi cum Creches (AWCCs)

Preferred Project Locations: Jharkhand, Odisha & Telangana (Informal work settings,
remote rural areas with lack of early childhood care facilities, urban slums etc.)

Project Budget: Up to 2 Cr. (for 4 AWCCs)

Project Duration: 2 years

Activities to be undertaken:

• Baseline Survey: Situational analysis for identifying vulnerable communities with

poor Anganwadi infrastructure / informal work settings which require creches. The
AWCCs shall cater to approximately 40 children (0.5-6 years).
• Government Approvals: Take necessary approvals from the Government for
creating Model AWCCs.
• Nurturing Care Framework: The Model AWCCs shall be created incorporating
all the components of the UN & WHO nurturing care framework - good health,
responsive caregiving, adequate nutrition, safety and security and opportunities
for early learning.
• Renovation/Set up of Centres: The identified AWCCs shall have permanent
structures and shall be renovated incorporating passive learning techniques in the
design to facilitate child friendly spaces with play area, kitchen and proper WASH
facilities. There shall be demarcated separate areas for different age groups -

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 under 3-year-olds and 3–6-year-olds each for sleeping, cleaning, eating,
conducting activities and breastfeeding.
• Capacity building: The AWCC workers shall be provided with comprehensive
orientation training on Early Childhood Development (ECD) and quarterly refresher
training on immunization, nutrition, pre-primary education and socio-emotional
learning.
• Parental Capacity Building: Awareness camps for parents shall be conducted
through monthly community childcare workshops on responsive care, health and
nutrition, safety and security of the children.
• Healthcare and Nutrition: Regular health check-ups shall be conducted to track
the developmental needs of children and nutritional support (3 meals) shall be
provided. Kitchen gardens can be developed for providing nutritious meals.
• Early Stimulation and Play-based learning: Children shall be provided with age-
appropriate, activity-based learning opportunities, including early stimulation for
children aged 6 months to 3 years, and foundational literacy and numeracy for
those aged 3 to 6 years.
• Community Awareness and Ownership: Community awareness campaigns
shall be organized to enhance knowledge on ECD, scheme linkages and increase
community ownership for the centers.

*NGOs are advised to follow the guidelines for Palna – AWCC’s SOP and National
Minimum Guidelines for Setting up and running creches under Maternity Benefits
Act for submission of proposals.

*NGOs can add activities as per their expertise and the assessed needs of the target
beneficiaries.

Intervention 3: Combating Child Sexual Abuse

Preferred Project Location: Uttar Pradesh, Maharashtra, Madhya Pradesh

Project Budget: Up to 1 Cr.

Project Duration: 2 years

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Activities to be undertaken:

Part A Prevention – Awareness in Schools

• Baseline Survey: Conduct a baseline survey in all target schools in a district to

assess existing child protection practices, mechanisms for redressal of child sexual
abuse (CSA), awareness levels among children, staff, and parents, and overall
school safety environment.
• Government Approval: The NGO shall get necessary approval from the
government for conducting sessions in schools and other project activities.
• Education and Awareness: Sessions shall be conducted in
government/government aided schools by faculties with an expertise in child
protection issues for students on Reproductive & Sexual Health, Types of Abuse,
Personal safety, Orientation on POCSO Act and other child protection related
issues.
• Teacher & Staff Training: The NGOs shall work with the school administration
and teachers by conducting training on signs and symptoms of abuse, developing
robust grievance redressal systems for bullying, corporal punishment and abuse
and developing school-level child protection policies and Standard Operating
Procedures (SOPs) for creating a child-friendly environment.
• Parental Education Programs: Conduct workshops for parents on recognizing
signs of abuse, effective communication, legal rights, and child protection laws.
• Community Mass Campaigns: Community level awareness of the issue shall be
raised by engaging the students at the school through various mediums. Focus on
de-stigmatizing CSA reporting and encourage collective responsibility.

Part B Psychological Support & Legal Support

• Multi-stakeholder engagement: The NGOs shall work with District Child Welfare
Committees, District Child Protection Unit, Women & Child Welfare Unit, Police
and Legal Service Authorities and other related stakeholders for getting list of
pending CSA cases and providing support person service under POCSO rules.
• Counselling support: Counselling support shall be provided to the survivors by
trained professionals with regular follow-ups.
• Legal support: The agency will coordinate with police, judiciary, and the District
Legal Services Authority (DLSA) to support CSA survivors through the legal
process. This includes tracking the status of cases, assisting in the application for
victim compensation, and providing legal counselling and support person services
under the POCSO Act.

*NGOs can add activities as per their expertise and the assessed needs of the target
beneficiaries.
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 Selection Criteria for Agencies
The evaluation of the agencies shall be done by the competent authority on following
parameters:

A - 1. Project

1. Alignment with SBIF Muskaan's framework as mentioned in page no. 12-15.

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
8. Project Sustainability

A - 2. Budget

1. Budget Justification & Cost-effectiveness of the proposed budget

2. Budget Compliance (Final budget will be subject to the discretion of SBI
Foundation and in line with SBIF Muskaan 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 have 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
interventions mentioned and applied for.
5. Although the selection criteria for agencies is being set on the 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. The cumulative revenue of the organization for the last 3 financial years (2021-22,
2022-23, 2023- 24), {2024-25 (if available)} is less than Rs. 2.00 Cr when the
proposed project budget is between 50 Lakh to Rs. 1.00 Cr.

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2. The cumulative revenue of the organization for the last 3 financial years (2021-22,
2022-23, 2023-24), {2024-25 (if available)} is less than of Rs. 5.00 Cr when the
proposed project budget is above Rs. 1.00 Cr.
3. It has political or religious associations
4. Does not have the due diligence documents mentioned in Annexure II
5. The number of board members is less than 4
6. The number of permanent employees is less than 5
7. The individual donors are among the top 3 donors

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 Guidelines for Proposal
The Proposal should comprise 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, a Log frame with means of verification, and
a Work plan with clear timelines should be part of the proposal. SBIF will evaluate
the agency’s proposal based on 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. NGOs having demonstrated the capability to improve measurable outcomes to
ensure the effectiveness and efficiency of the intervention will be preferred.
6. Projects should be inclusive in nature, targeting beneficiaries from all strata and
groups of society.

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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 ………………………………… (Organisation's name) and
whereas, SBIF and ………….………………………………………… (Hereinafter referred
to as the 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:

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With respect to any Confidential Information disclosed to it or to which it has access, the
Service Provider affirms that it shall:

(a) Use the Confidential Information as necessary only in connection with the 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 than the parties take to protect the confidentiality
of their own proprietary and confidential information and that of their clients.

(c) Not to make or retain copies 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 the public, media, press, or any other person about
the nature of the arrangement entered into between SBIF and the Service Provider or the
nature of services to be provided by the Service Provider to the SBIF.

3. Onus: The 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 the 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 the Service Provider; or

(c) Which at the time of disclosure to the Service Provider was known to such party to be
free of restriction and evidenced by documentation in such party’s possession; or
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(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 the
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, the Service Provider acknowledges that in the event of such a breach, SBIF
shall be entitled to specific performance of the Service Provider’s obligations contained
in this Agreement. In addition, the 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) that 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 the 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 does 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.

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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 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 year 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. _________________________

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 Annexure II
Due Diligence Document Checklist
Sr. no Documents
1 Proposal form - (Annexure III)
2 Trust Deed/ Rules and Regulations/ Memorandum of Association
3 Registration Certificate
4 Valid 12A Registration
5 Valid 80G Registration
6 FCRA Certificate (For FCRA registered organisations)
7 PAN
8 Address Proof
IT - Returns (Last 3 Financial Years - FY 2021-22, 2022-23, 2023-24), {2024-25
9
(if available)}
Audited Reports (Last 3 Financial Years - FY 2021-22, 2022-23, 2023-24),
10 {2024-25 (if available)}
Self-Declaration: Stating that the “Organisation has never been blacklisted by
any Organisation or never have been found in any financial irregularities or
11
criminal activities till date and does not have any religious or political
associations.”
Annual Reports (Last 3 Financial Years - FY 2021-22, 2022-23, 2023-24), {2024-
12 25 (if available)}
13 Organisation Profile
14 Brief Bio Data (incl. Education and Work ex) of Board Members
15 Brief Bio Data (incl. Education and Work ex) 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 Assets/
18
Investments.
19 Organogram of Organisation
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
24 Media Reports and Publication (Regarding the organisation’s achievements)
25 Awards and Recognitions Pics/link
26 Feedback mechanism (Beneficiaries & other stakeholders)
27 Monitoring Mechanism/Software in place
28 GST certificate
29 Form CSR 1

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 Annexure III
Technical Proposal (Evaluation Form) –

Section 1: Organisation Details

Section 2: Project Proposal The proposal shall be evaluated out of 100.

Link: SBIF Evaluation Form.docx

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 Annexure IV
Financial Format

Link: Budget Format.xlsx

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 Annexure V
MoU & Grant Letter

Link: MOU Grant Letter Muskaan.pdf

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