Request for Proposal (RFP)

Hiring of an agency for managing a

(Sports) Scholarship Program

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

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

2. Invitation for Proposals .................................................................................................5

3. Key Events and Dates ................................................................................................... 6

4. Instructions to the Agencies .......................................................................................... 7

5. Scope of Work .............................................................................................................. 12

6. Selection Criteria for Agencies ..................................................................................... 14

7. Guidelines for Proposal ............................................................................................... 15

8. Annexure I ................................................................................................................... 16

9. Annexure II .................................................................................................................. 21

10. Annexure III................................................................................................................. 21

11. Annexure IV ................................................................................................................ 22

12. Annexure V ................................................................................................................. 23

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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 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 ACE is SBI Foundation’s flagship program in the domain of sports. It comprises
key interventions in building state-of-the-art sports infrastructure, creating and
nurturing strategic partnerships for sports.

As a strategic initiative to support para-athletes, SBI Foundation has launched the

SBIF ACE - Para Athlete Sports Scholarship (PASS) with the aim of empowering
talented para-athletes across India. The SBIF ACE - PASS seeks to provide financial
assistance to para-athletes, enabling them to focus on their training, competition, and
overall athletic development. Through this program, 100 para-athletes will be identified
and supported with the necessary resources to excel in their sporting careers.

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About the Request for Proposal (RFP)
SBIF intends to engage organisations registered in India with experience in managing
scholarship projects. The purpose of this Request for Proposal (RFP) is to invite
potential grantees with a proven track record to implement and manage large-scale
scholarship programmes, as per the details outlined in the Scope of Work, during the
current financial year, FY 2025-26. 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 for the Hiring of an agency to manage the
SBIF ACE - PASS. The budget for a proposal should not be more than Rs. 15.00
Lakhs for a support period ranging 1 year. Multiple submissions will be disqualified.

The RFP document, proposal forms, document checklist, grant utilisation format, and
quarterly reporting format are available on SBI Foundation’s website:
https://www.sbifoundation.in/Request%20for%20Proposals.
Agencies are requested to study this RFP document carefully and check 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 the proposal (both Technical and Financial).

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 Key Events and Dates
Sr.
Process step Timeline/Details
No.

1 Publication date of the RFP 29th April 2025

Last Date for requesting clarifications 15th May 2025

2
through email

Last Date and Time for submission of 22nd May 2025

3
proposals

Communication to the shortlisted 26th May 2025

4
participants to make presentations

Tentative date for Presentations to be 27th - 30th May 2025

5
made by shortlisted candidates

6 Final communication of selection 4th June 2025

[email protected]
Soft copies to be sent by 22nd May
2025 with the subject line “SBIF
ACE - PASS RFP (ORGANISATION
NAME)”
Place of Submission of Proposals
7 Only Shortlisted organisations will be
(Online Submission only)
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 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.
c. The RFP and all the annexures should be downloaded and filled from the
link furnished - https://www.sbifoundation.in/Request%20for%20Proposals.
All completed formats should be sent to the email address
[email protected] by 22nd May 2025. The shortlisted agency
will be requested to submit hard copies at a later date.

3. Agency Inquiries/Clarifications:
a. The agency shall send their queries to [email protected] with
the subject line ‘SBIF ACE - PASS RFP Queries' before 15th May 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.

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 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.

6. Documents (Scan) to be submitted and Pre-qualification criteria:

a. The Agency should be a non-profit organisation/trust/society registered in
India.

Documents to be submitted: Certificate of Incorporation/ Registration, tax-

exempt status under 12 AA, Section 80(G) and/or 35 A (C) and/or FCRA of
the Indian Income Tax Act, 1965. Approval for registration of entities for
undertaking CSR activities (CSR-I) from the Registrar of Companies,
Ministry of Corporate Affairs, Government of India.

b. Performance Track Record: The Agency will be expected to have its own
scholarship management application/dashboard with expertise in end-to-
end operation and management of scholarships.
The agency will be expected to have a minimum experience of 3 years in
executing scholarship management projects with the following broad
scope:
- Design a customised platform to manage the scholarship program.
- Conduct outreach and mobilisation efforts to raise awareness about the
scholarship.
- Manage the entire application process, including designing online
forms.
- Provide applicant support through a helpline number and support email.
- Handle athlete selection, shortlisting, and document verification.
- Manage telephonic interactions through a dedicated system, with
recordings accessible to SBI Foundation.
- Onboard scholars and manage their information in the Scholar Tracking
System (STS)
- Submit project reports along with key statistics for the scholars.
c. Any subletting, 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 letterhead) that the Grantee does not discriminate
based on race, colour, religion, sex, national origin, age, sexual orientation,
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 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 following documents (Scan) with the
proposal:

• Copy of the RFP shall be submitted with an authorised signature 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.
The agency must also submit the remaining documents and policies
(Scan) as mentioned in the document checklist (Annexure II).

7. Evaluation Process:
a. SBI Foundation will shortlist the proposals based on the shortlisting criteria
as mentioned on Page No. 14 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. 14 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. 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-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)

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

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

11. 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.

12. SBIF’s right to terminate the process

SBIF may terminate the RFP process at any time and without assigning any
reason thereof. SBIF reserves the right to amend/edit/add/delete any clause of
this Proposal Document. However, this will be informed to all and will become
part of the RFP.

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 and returned unopened to
the agency 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 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.
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 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.

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 the Technical Proposal (80%) and Financial Proposal
(20%).

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 Scope of Work
The proposed projects under SBIF ACE - PASS must broadly follow the framework
as mentioned below:
Thematic area: Sports
Preferred project locations: PAN India

FRAMEWORK FOR SBIF ACE - PASS

The Agency must include the provision of the following services for the
implementation of the SBIF ACE - PASS:

• Existing and operational in-house, end-to-end Scholarship Management

System.
• Outreach and mobilisation to spread awareness about the Scholarship.
• Promotion of the SBIF ACE - PASS through print and digital media, including
social media, print advertisements, emails, newsletters, articles, etc.
• Development of online application form and customisation of application
management dashboard (live in real-time, with admin access to SBI
Foundation).
• Application support and redressal of queries by applicants to facilitate
application submission.
• Scrutiny of applications received, facilitating document submission and
document verification.
• Conduction of recorded calls, shortlisting and selection as per the SBIF ACE -
PASS model.
• Scholar onboarding, document and bank account verification.
The Agency must follow the below-mentioned criteria for scholar shortlisting.

Eligibility Criteria for the SBIF ACE - PASS:

• The applicant must be an Indian citizen and have represented their state and/or
India in national or international competitions.
• The applicant must be ranked within the top 20 in international rankings or
within the top 10 in national rankings published by their respective National
Sports Federations (NSFs). Top-ranked among the applicants will receive
preference. A declaration with the relevant supporting documents for the same
would be signed by the athlete.
• Only rankings in the senior category will be considered.
• 12 sports will be selected from among the events competed at the Paralympic
Games.

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 • For doubles or team events, the athlete must be an active team member. Joint
ranking/ Team ranking will be considered.
• The upper age limit at the time of application is 35 years.
• The applicant should not be employed or receiving a scholarship from any other
organisation or institution as of the date of selection for the scholarship and will
not avail of another scholarship during the duration of the scholarship. An
undertaking to opt out of their current scholarship program, if selected, must be
submitted.
• The scholarship shall be discontinued for any athlete who gets employment or
a scholarship from any other organisation or institution during the tenure of this
scheme.

Benefits for Selected Scholars:

• Each selected athlete will receive a stipend of ₹ 40,000 per month for a one-
year duration.
• The performance of the athletes will be evaluated each year, and based on the
current and revised criteria (from time to time), the selection of the athletes will
be renewed or weeded out.
• The stipend amount will be inclusive of all the benefits such as training,
equipment, mentorship or any other financial or non-financial support required
for an athlete.

Number of beneficiaries

• 100 para-athletes across 12 sports disciplines as below:

Number of Athletes to be Supported
Sr. No. Para Sports
Male Female
1. Archery 6 6
2. Athletics 12 12
3. Badminton 7 7
4. Cycling 2 2
5. Canoeing 2 2
6. Judo 2 2
7. Powerlifting 2 2
8. Rowing 2 2
9. Shooting 8 8
10. Swimming 2 2
11. Table Tennis 3 3
12. Taekwondo 2 2
Total athletes supported 50 50

Agencies applying for a project must follow the broad framework for the SBIF
ACE - PASS as outlined above.

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

A. Project Proposal
1. Alignment with the ‘SBIF ACE - PASS' framework.
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.

B. Experience
1. The agency should have a minimum of 3 years of existence on the date of
publication of this RFP.
2. The agency should have a minimum of 3 years of overall work experience in
managing large-scale scholarships.
3. The agency that has demonstrated the capability to improve measurable outcomes
to ensure the effectiveness and efficiency of the intervention will be preferred.
4. The agency must have an understanding and knowledge of the Indian sporting
landscape and a general understanding of the various event categories and
rankings of athletes across national sports federations in India.
5. The agency must have managed a scholarship corpus of at least INR 5.00 crores
so far.
6. The agency must have an in-house team for project implementation, with more
than 5 permanent employees.
7. The agency must have an existing dashboard/scholarship management portal.
8. The agency must have existing and comprehensive SOPs in place for scholarship
application management.
9. The NGO must have completed at least 3 assignments/projects of a similar nature
funded by the public sector/ Government Organisations/Central/State government
authority/ Foundations.

C. The Agency shall be rejected if:

1. The cumulative annual revenue of the organisation for the last 3 financial years is
less than Rs. 2.00 Crores.
2. It has political or religious associations.
3. It fails to furnish 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.
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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, 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 interventions should be sustainable and scalable and can be
replicated across geographies and demographics.
4. The NGOs having demonstrated the capability to improve measurable outcomes to
ensure the effectiveness and efficiency of the intervention will be preferred.
5. 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:

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

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(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
(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:

Page 17 of 23
 (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.
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.

Page 18 of 23
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 the Service Provider
______________________ ___________________________
Name of the authorised signatory Name of the authorised signatory
Designation: Designation:
Witnesses:
1.__________________________________
2. __________________________________

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 Annexure II
Due Diligence Document Checklist

Sr. no Documents
1 Proposal form
2 Two Donor Feedbacks
3 Trust Deed/ Rules and Regulations/ Memorandum of Association
4 Registration Certificate
5 12A Registration
6 80G Registration
7 FCRA Certificate
8 PAN
9 Address Proof
10 IT – Returns (Last 3 Financial Years)
11 Audited Reports (Last 3 Financial Years)
12 Self-Declaration
13 Annual Reports (Last 3 Financial Years)
14 Organisation Profile
15 Brief Bio Data (incl. Education and Work ex) of Board Members
16 Brief Bio Data (incl. Education and Work ex) of Top Management
17 Minutes of Board Meeting (last two)
Personal/HR Policy: Including Remuneration policy for Directors/Trustees;
18 Remuneration policy for CEO, COO, Secretary, etc.; Promotion, Increment,
Role assignment policy.
Finance Policy: Including procurement policy, Purchase/ Sale of Assets/
19
Investments.
20 Organogram of Organisation
21 Detailed Budget sheet in Excel
22 Third-party evaluation/Audit reports/Impact Assessment
23 MIS for planning, tracking & reviewing
24 Profile of Key Leaders and Founders
25 Press reports
26 Awards and Recognitions Pics/link
27 Feedback mechanism
28 Monitoring Mechanism/Software in place
29 GST certificate
30 Form CSR 1

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

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 Annexure IV
Financial Format
Link: Annexure IV Financial Proposal.xlsx

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 Annexure V
Format of Agreement/MoU
MoU & Grant Letter Format Link: Annexure V Terms & Conditions.docx

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