Request for Proposal (RFP)

Funding projects for SBI Sanjeevani

Prepared by:
Jivanam (Healthcare) Dept., SBI Foundation
35, Arcade, World Trade Centre, Cuffe Parade, Mumbai – 400005
www.sbifoundation.in
 Index

Introduction 3
Key Events and Dates 4
Instructions to the Agencies 5
Scope of Work 9

Selection Criteria for Agencies 12

Guidelines for Proposal 13

Annexure I 14

Annexure II 18

Annexure III 19

Annexure IV 20
Annexure V 21

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 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.

SBI Foundation’s work in the domain of Health is geared towards achieving the UN SDG
3 “Good Health and Well Being” and SDG 17 “Partnership for Goals” for treatment of
various ailments and attainment of complete wellbeing. To achieve this, our interventions
are designed to build the resilience of vulnerable communities through the developmentof
innovative models to increase the accessibility to healthcare resources as well as facilitate
their treatments in various forms of illness.

SBI Foundation’s interventions in Healthcare under Jivanam - Sanjeevani are targeted

towards providing quality primary healthcare services to the underserved/unserved areas.

About the Request for Proposal (RFP)

SBIF intends to engage non-profit organisations registered in India for implementing
projects in the thematic area of primary healthcare through its model in healthcare. 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 area during the current
financial year FY of 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 for implementing primary
healthcare projects. The proposed budget for the proposal should be in the range of
Rs.95.00 Lakh to Rs.1.90 Crore for a period of 15 months.

Note: Each NGO can apply for 1-5 MMUs.

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 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

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agencies are requested to check the prequalification criteria before submission of
proposal (both Technical and Financial).

Key Events and Dates

*cut off time for online submission: 11:59 pm (23:59 hrs) of the respective date
cut off time for offline submission: 06:00 pm (18:00 hrs) of the respective date

S. No. Process Step* Timeline*/Details

1 Publication date of the RFP 15th February 2025

2 Last Date for requesting clarifications through 19th February 2025

email.

3 Last Date and Time for submission of proposals 23rd February 2025
via email to
[email protected]

4 Communication to shortlisted NGOs to make 24th February 2025

presentations

5 Tentative date for Presentations to be made by 25th February 2025

shortlisted NGOs

6 Final communication of selection 27th February 2025

7 Place of Submission of Proposals (Physical SBI Foundation,

copies only for Shortlisted NGOs)
35, Arcade, World Trade
Centre, Cuffe Parade, Mumbai
– 400005

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 Instructions to the Agencies
1. Re-submission of Proposal
a. The agency can only submit one proposal for this particular RFP.
For example - If the proposed location is Dhalai district of Tripura, only
NGOs having presence in Tripura will be eligible for submitting the
proposal. The same NGO will not be eligible for proposal submission for
another state.

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 23rd February 2025
c. 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)
d. 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 SBIF Jivanam – RFP 19th February 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.

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: 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 (2021-22,
2022-23, 2023-24, (2024-25 if available), Audited Report of last 3 years (2021-22,
2022-23, 2023-24) , Self Declaration (as mentioned in clause c & d point 6), Annual
Report of last 3 years (2021-22, 2022-23, 2023-24), 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 software 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/ One 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.

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 *The agency must also submit the copies of policies (Personnel/ HR &
Finance) as mentioned in the document checklist.

Evaluation Process:

f. SBI Foundation will shortlist the proposals based on the Shortlisting criteria as
mentioned in Page No. 11 of the RFP titled ‘Selection Criteria for RFP’.
g. The Internal Committee of SBI Foundation shall evaluate the shortlisted proposals
based on the parameters defined in Page No. 11 titled ‘Selection Criteria for RFP’
of the RFP and submit its recommendation to the Competent Authority whose
decision shall be final in all aspects.

7. 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.

8. 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 the Ministry of Corporate Affairs for further course
of action.

9. Non-Disclosure Agreement (NDA)

a. Selected agencies will have to sign the Non-Disclosure Agreement (Annexure) with
SBIF.

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10. Transfer of RFP
a. The RFP document is not transferable.

11. Proposal Preparation Costs

a. The agency shall submit the 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.

12. 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 partof
the RFP.

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 at the discretion of SBIF.

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 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 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,

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 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 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 respects 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.

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
The proposed projects under SBI- Sanjeevani should focus on one of the below-mentioned
thematic areas and must broadly follow the framework as mentioned below:

Thematic area: Providing quality primary healthcare services to the most

underserved/unserved areas.

Preferred project locations:

Eligibility Criteria
(Cumulative Annual
Sr. No. State District
Revenue for FY 21-22,
22-23 & 23-24)
1 Nagaland Kiphire • Minimum of Rs.2 Cr.
2 Tripura Dhalai (One NGO is eligible to
apply for one state only)

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 Framework of SBI-Sanjeevani
• Obtaining necessary approvals from the local health department.
• Office set up in the selected project area.
• Purchasing mobile medical/ medical equipment, branding & fabrication of van.
• Recruitment of medical team.
• Health profiling of the selected villages.
• Maintaining the patient data physically/digitally.
• OPDs will be conducted in selected villages (As per the journey cycle plan)
• In referral cases the medical team will ensure the follow-up treatment of the
patient either in nearby PHC or hospitals.
• Community awareness sessions will be conducted on a monthly basis on
various health topics
• Specialized health check-up camps will be conducted every quarter.
• Waste Management/ Swachh Bharat Abhiyan Initiatives will be conducted
quarterly.
• Process documentation and periodic submission of consolidated reports.
• Final evaluation / Impact assessment report.

Partner organizations applying for a project in the above mentioned thematic area
must follow the broad framework for SBIF Jivanam - Sanjeevani.

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

A. Project
1. Alignment with Jivanam'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 MMU projects to provide
primary healthcare services in remote areas.
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. NGOs applying for 1 MMU; if cumulative revenue is less than 2 Cr. for last three
financial years (FY 2021-22, 2022-23, 2023-24)
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 and the percentage of individual
donors is more than 15%.
7. NGO applied more than 1 state.

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 Guidelines for Proposal

The Proposal should comprise of the following:

1. The proposals must be direct, concise, and complete. All information not directly relevant
to this RFP should be omitted. The implementation plan should be mentioned in a step-by-
step approach, Log frame with means of verification and Work plan with clear timelines should
be part of the proposal. SBIF will evaluate the agency’s proposal based upon its clarity and
the directness of its response to the requirements of the project as outlined in this RFP.

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 23rd February 2025 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 10th January 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 Jivanam RFP - SBI
Sanjeevani - *insert organisation’s name*. Eg: SBIF Jivanam RFP – SBI Sanjeevani - ABC

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 Annexure I
Non-Disclosure Agreement
This Non-Disclosure Agreement ("Non-Disc") is made and entered into ………. day of
………….. month ………………………… year (effective date) by and between SBI
Foundation (SBIF) and …………………………………………… (Non-profit organizations
Name) and whereas, SBIF and ………….……………………………………………………
(Hereinafter referred to as service provider) have entered into a Non-Disclosure Agreement
effective from DD/MM/YYYY.

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.

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(b) The term, “SBI Foundation (SBIF)” shall include the officers, employees, agents,
consultants, contractors and representatives of SBIF.

(c) The term, “Service Provider” shall include the directors, officers, employees, agents,
consultants, contractors and representatives of (Company Name),
including its applicable affiliates and subsidiary companies.

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:

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(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
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

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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 anyrespect,
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.

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 Annexure II
Due Diligence Document Checklist

Sr. No. Documents

1 Technical Evaluation Form
2 Two Donor Feedbacks

Memorandum of Association/Trust Deed/Rules and Regulations

it
3
Memorandum of Association/

4 Registration Certificate
5 12A Registration
6 80G Registration
7 Form CSR 1
8 FCRA Certificate
9 PAN
10 Address Proof
11 IT – Returns (Last 3 Years)
12 Audited Reports (Last 3 Years)
13 Self-Declaration
14 Annual Reports (Last 3 Years)
15 Organisation Profile
16 Brief Bio Data (incl. Education and Work ex) of Board Members

17 Brief Bio Data (incl. Education and Work ex) of Top Management
18 Minutes of Board Meeting (last two)

Personal/HR Policy: Including Remuneration policy for Directors/Trustees;

19 Remuneration policy for CEO, COO, Secretarait etc. ; Promotion, Increment,
Role assignment policy.

Finance Policy: Including procurement policy, Purchase/Sale of

20
Assets/Investments.
21 Organogram of Organization
22 Detailed Budget sheet in Excel
23 Third party evaluation/Audit reports/Impact Assessment
24 MIS for planning, tracking & reviewing
25 Profile of Key leaders and Founders
26 Press reports
27 Awards and Recognitions Pics/link
28 Feedback mechanism
29 Monitoring Mechanism/Software in place
30 GST certificate

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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: h t t p s : / / d o c s . g o o g l e . c o m / d o c u m e n t / d / 1 S e H a Z 9 A Y Z K -
ioCd_mfvP62T6I2XzdfIY/edit?usp=drive_link&ouid=11649854932216956
3115&rtpof=true&sd=true

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 Annexure IV

Financial Format
Link:
https://drive.google.com/drive/folders/1hUsAosBR5y-lvvud1aQwVTxaA2rxfuZC?usp=sharing

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 Annexure V

Format of Agreement/MoU
MoU & Grant Letter Format Link:
https://drive.google.com/file/d/1GJH2gW5J8U0jXqGuUijxcVXP4pFdLk5T/view?usp=drive_link

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Page 21 of 20