Request for Proposal (RFP)

Funding Project for SBIF – Cancer Care

Awareness, Screening and Early Detection of Cancer

(Breast Cancer, Oral Cancer and Cervical Cancer)

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

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 Index

Introduction 3
Invitation for Proposals 3
Key Events and Dates 4
Instructions to the Agencies 5
Scope of Work 9
Selection Criteria for Agencies 10
Guidelines for Proposal 11
Annexure I 12
Annexure II 15
Annexure III 17
Annexure IV 18
Annexure V 19

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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 development of 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 SBIF– Cancer Care are targeted towards
providing awareness, conducting screening camps and early detection of Breast Cancer, Cervical
Cancer and Oral Cancer in the targeted beneficiaries.

About the Request for Proposal (RFP)

SBIF intends to engage non-profit organisations registered in India for implementing projects in
the thematic area of cancer 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 areas during the current financial year FY of 2023-24 and 2024-25.
This document provides information to enable the agencies to understand the requirements of
SBIF for submitting their "Proposals".

Invitation for Proposals

SBI Foundation hereby invites proposals seeking funding under SBIF – Cancer Care. The budget
for a proposal should be in the range of Rs 2 Cr. to Rs. 4 Cr. (Rupees Two Crore to Four Crore) for
a support period of 2 years.

The RFP document, proposal forms, document checklist, grant utilization format, and 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 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 24th November 2023

2 Last Date for requesting clarifications through 2nd December 2023

email.

3 Last Date and Time for submission of 7th December 2023

proposals via email to
jivanamrfp@sbifoundation.co.in

4 Communication to shortlisted NGOs to make 19th December 2023

presentations

5 Tentative date for Presentations to be made by 27th December 2023

shortlisted NGOs

6 Submission of hard copies of the proposal & the 2nd January 2024
documents by Shortlisted NGOs

7 Final communication of selection Second Week of January

2024

*Subject to all stakeholders complying with the defined timelines as per ownership/responsibility. The process will be
completed in an online mode.

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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 state is Madhya Pradesh, only NGOs having presence in
Madhya Pradesh 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 jivanamrfp@sbifoundation.co.in by 7th
December 2023.
Note: The Shortlisted NGOs as communicated by SBI Foundation will be required to send
hard copies of proposals along with the required documents to SBI Foundation’s office
address. (SBI Foundation,35, Arcade, World Trade Centre, Cuffe Parade, Mumbai –
400005)

c. The response to this RFP should be complete in all 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 jivanamrfp@sbifoundation.co.in with a subject SBIF
Jivanam - RFP Cancer Care, before 2nd December 2023. 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.

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5. Language of Proposal:

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 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 (2020-21, 2021-22, 2022-23),
Audited Report of last 3 years ( 2020-21, 2021-22, 2022-23), Self Declaration (as mentioned
in clause c & d point 6), Annual Report of last 3 years (2019-20, 2020-21, 2021-22, (2022-
23 if available)), Organisation profile ( summary of the organisation which includes vision,
mission, thematic areas, geographical reach etc.), Brief bio data of Board members
(including education and work experience), Brief bio data of top management (including
education and work experience), Minutes of Board meetings (last 2 meetings),
Personnel/HR policy (Including Remuneration policy for Directors/Trustees; Remuneration
policy for CEO, COO, Secretariat etc. ; Promotion, Increment, Role assignment policy),
Finance Policy (Including procurement policy, Purchase/Sale of Assets/Investments),
Organogram of the organisation (hierarchy of manpower, delegation of work, thematic areas
etc.), Detailed Budget sheet in Excel format (refer Annexure IV), Third Party Evaluation
Report/ Social Audit Report/ Impact Assessment Report, MIS for planning, tracking and
reviewing (brief about any tools or softwares being used for monitoring or tracking the
progress of the projects), Profile of Key leaders and Founders (bio data), Press reports/
media coverage of the projects, Awards and recognitions (pictures & links), Feedback
mechanisms (mention about mechanisms to receive feedback/ suggestions from
stakeholders), Monitoring mechanism/ Software ( if yes, provide details), GST Certificate ( if
applicable). ( Refer Annexure II for mandatory document submission).
Note: Each document (as mentioned in clause (a) of point 6) should be a separate file and
named as per the document and collectively put in a zip folder/ google drive link while being
sent via email.

The agency must also submit the following documents with the proposal
b. Copy of the RFP shall be submitted with an 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.

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 Documents to be submitted: Declaration from the current authorized signatory of the
company.
e. Any Sub-letting, sub-contracting and/or outsourcing of the activities shall not be allowed.
Documents to be submitted: Copies of previous project completion and work experience
details.
*The agency must also submit the copies of policies (Personnel/ HR & Finance) as
mentioned in the document checklist.

Evaluation Process:

f. SBI Foundation will shortlist the proposals based on the Shortlisting criteria.

g. The Internal Committee of SBI Foundation shall evaluate the shortlisted proposals based
on internal Standard Operating Procedures (SOP) 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 to the amendment to the Companies
Act 2013, with effect from 22nd January 2021 and any further enactments by the
government shall be binding on all the 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 10 days from the closure of the Financial Year i.e. on or before
10th April.
d. A separate bank account (preferably a savings bank account) in State Bank of India for
the purpose of this grant and proof of the same should be furnished to SBI Foundation. All
receipts and payments related to the said project must be routed through this account.
e. SBIF will release the grant, subject to verification of the reports submitted by the successful
agency and subsequent approval by the Competent Authority, on submission of invoice
and all other supporting documents being in order.
f. A grant agreement/MoU will be executed between SBIF and grantee with details of
additional terms and conditions. The Project will be executed as per the terms and
conditions of the grant letter or MoU and shall be binding on the Agency.

8. Penalty

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)

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

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10. Transfer of RFP

The RFP document is not transferable.

11. Proposal Preparation Costs

The agency shall submit proposal at its own cost and SBIF shall not be held responsible
for any cost incurred by the agency. Submission of proposal does not entitle the agency
to claim any cost and rights over SBIF and SBIF shall be at liberty to cancel any or all
proposals without giving any notice. All materials submitted by the agencies shall be the
absolute property of SBIF and no copyright/patent, etc. shall be entertained by SBIF.

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 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 and returned unopened to the agency at the discretion
of SBIF.

15. Disclaimer:

a. 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.
b. This RFP is not an offer by SBI Foundation, but an invitation to receive responses from
the eligible implementing agencies.
c. The purpose of this RFP is to provide the implementing agencies with information to assist
preparation of their proposals. This RFP does not claim to contain all the information each
implementing agency may require. Each implementing agency should conduct its own
investigations and analysis and should check the accuracy, reliability and completeness
of the information contained in this RFP and where necessary obtain independent
advices/clarifications. SBI Foundation may in its absolute discretion, but without being
under any obligation to do so, update, amend or supplement the information in this RFP.
d. The SBI Foundation, its employees and advisors make no representation or warranty and
shall have no liability to any person, including any Applicant under any law, statute, rules
or regulations or tort, principles of restitution or unjust enrichment or otherwise for any loss,
damages, cost or expense which may arise from or be incurred or suffered on account of
anything contained in this RFP or otherwise, including the accuracy, adequacy,
correctness, completeness or reliability of the RFP and any assessment, assumption,

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 statement or information contained therein or deemed to form or arising in any way for
participation in this process.
e. 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.
f. 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.
g. 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:

a. 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.

b. 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 SBIF- Cancer Care should focus on one of the below-
mentioned thematic areas and must broadly follow the framework as mentioned below:

Thematic Areas: Early Detection and treatment of Cancer (Breast Cancer, Cervical
Cancer and Oral Cancer) through conducting Screening and awareness camps.

Preferred project locations: Aspirational districts, economically vulnerable, remote areas

and tribal dominated areas in Uttar Pradesh, Maharashtra, West Bengal, Bihar and Tamil
Nadu.

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 Framework of SBIF Cancer Care

I. Early Detection: Screening and Testing- Screening camps will be organized where
the beneficiaries will be provided with free testing facilities. The women identified with
symptoms of cancer will be sent to advanced government cancer care facilities which
have agreed or partnered to provide treatment free of cost/ subsidized rate.

II. Awareness Sessions: Mass Awareness and creating Knowledge about cancer will
also be created during the screening camps.

III. Referrals for Treatment: Referral network will be created with the Public Health Care
Facilities in the region and support will be provided to the patient confirmed with cancer
in availing treatment at free/ subsidized rate.
Partner organizations applying for the projects must follow the broad framework
for SBIF - Cancer Care

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 projects in provision of cancer
care facilities, screening and treatment 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.
A. The Agency may be rejected if:

1. Annual revenue of the organisation for the last 3 years is less than 5 Crores
2. It has political or religious associations
3. Does not have the due diligence documents mentioned in Annexure II
4. The number of board members is less than 3
5. The number of permanent employees is less than 5

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6. The individual donors are among the top 3 donors

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

jivanamrfp@sbifoundation.co.in by 7th December, 2023. 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 2 nd January 2023
(Tuesday) 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 - SBIF Cancer Care - *insert organisation’s name*. Eg: SBIF
Jivanam RFP – SBIF Cancer Care – ABCD

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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.

(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;

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(c) Not to make or retain copy of any commercial or marketing plans,
citizen/users/persons/customers database, Proposals developed by or originating from SBIF or
any of the stakeholders of SBIF except as necessary, under prior written intimation from SBIF, in
connection with the Project, and ensure that any such copy is immediately returned to SBIF even
without express demand from SBIF to do so;
(d) Not disclose or in any way assist or permit the disclosure of any Confidential Information to
any other person or entity without the express written consent of the other party; and
(e) Return to the other party, or destroy, at SBIF’s discretion, any and all Confidential Information
disclosed in a printed form or other permanent record, or in any other tangible form (including
without limitation, all copies, notes, extracts, analyses, studies, summaries, records and
reproductions thereof) immediately upon the earlier to occur of (i) expiration or termination of
either party’s engagement in the Project, or (ii) the request of the other party therefore.
(f) Not to discuss with any member of public, media, press, any or any other person about the
nature of arrangement entered between SBIF and Service Provider or the nature of services to
be provided by the Service Provider to the SBIF.
3. Onus: Service Provider shall have the onus of proving that any disclosure or use inconsistent
with the terms and conditions hereof falls within any of the foregoing exceptions.
4. Exceptions: These restrictions as enumerated in section 1 of this Agreement shall not apply to
any Confidential Information:
(a) Which is independently developed by Service Provider or lawfully received from another
source free of restriction and without breach of this Agreement; or
(b) After it has become generally available to the public without breach of this Agreement by
Service Provider; or
(c) Which at the time of disclosure to Service Provider was known to such party free of restriction
and evidenced by documentation in such party’s possession; or
(d) Which SBIF agrees in writing is free of such restrictions.
(e) Which is received from a third party not subject to the obligation of confidentiality with respect
to such Information;
5. Remedies: Service Provider acknowledges that (a) any actual or threatened disclosure or use
of the Confidential Information by Service Provider would be a breach of this agreement and may
cause immediate and irreparable harm to SBIF; (b) Service Provider affirms that damages from
such disclosure or use by it may be impossible to measure accurately; and (c) injury sustained
by SBIF may be impossible to calculate and remedy fully. Therefore, Service Provider
acknowledges that in the event of such a breach, SBIF shall be entitled to specific performance
of Service Provider’s obligations contained in this Agreement. In addition, Service Provider shall
indemnify SBIF of the actual and liquidated damages which may be demanded by SBIF.
Moreover, SBIF shall be entitled to recover 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.

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7. Intellectual Property Rights Protection: No license to a party, under any trademark, patent,
copyright, design right, mask work protection right, or any other intellectual property right is either
granted or implied by the conveying of Confidential Information to such party.
8. No Conflict: The parties represent and warrant that the performance of its obligations
hereunder do not and shall not conflict with any other agreement or obligation of the respective
parties to which they are a party or by which the respective parties are bound.
9. Authority: The parties represent and warrant that they have all necessary authority and power
to enter into this Agreement and perform their obligations hereunder.
10. Dispute Resolution: If any difference or dispute arises between the SBIF and the Service
Provider in connection with the validity, interpretation, implementation or alleged breach of any
provision of this Agreement, any such dispute shall be referred to the Managing Director, SBIF.
11. Entire Agreement: This Agreement constitutes the entire understanding and agreement of
the parties, and supersedes all previous or contemporaneous agreement or communications,
both oral and written, representations and understandings among the parties with respect to the
subject matter hereof.
12. Amendments: No amendment, modification and/or discharge of this Agreement shall be valid
or binding on the parties unless made in writing and signed on behalf of each of the parties by
their respective duly authorized officers or representatives.
13. Binding Agreement: This Agreement shall be binding upon and inure to the benefit of the
parties hereto and their respective successors and permitted assigns.
14. Severability: It is the intent of the parties that in case any one or more of the provisions
contained in this Agreement shall be held to be invalid or unenforceable in any respect, such
provision shall be modified to the extent necessary to render it, as modified, valid and enforceable
under applicable laws, and such invalidity or unenforceability shall not affect the other provisions
of this Agreement.
15. Survival: Both parties agree that all of their obligations undertaken herein with respect to
Confidential Information received pursuant to this Agreement shall survive till perpetuity even
after any expiration or termination of this Agreement.
16. Term: This Agreement shall remain valid up to 1 years from the “effective date”.
IN WITNESS HEREOF, and intending to be legally bound, the parties have executed this
Agreement to make it effective from the date and year first written above.
For SBIF India, For Service Provider

Name of the authorized signatory Name of the authorized signatory

Designation: Designation:
Witnesses:
1.
2.

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 Annexure II
1. Due Diligence Document Checklist
Sr. no Documents

1 Proposal form

2 Two Donor Feedbacks

Memorandum of Association/Trust Deed/Rules and Regulations

3
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 Years)

11 Audited Reports (Last 3 Years)

12 Self-Declaration

13 Annual Reports (Last 3 Years)

14 Organisation Profile

15 Brief Bio Data (incl. Education and Work ex) of Board Members

16 Brief Bio Data (incl. Education and Work ex) of Top Management

17 Minutes of Board Meeting (last two)

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

18 Remuneration policy for CEO, COO, Secretart etc. ; Promotion, Increment,
Role assignment policy.

Finance Policy: Including procurement policy, Purchase/Sale of

19
Assets/Investments.

20 Organogram of Organization

21 Detailed Budget sheet in Excel

22 Third party evaluation/Audit reports/Impact Assessment

23 MIS for planning, tracking & reviewing

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24 Profile of Key leaders and Founders

25 Press reports

26 Awards and Recognitions Pics/link

27 Feedback mechanism

28 Monitoring Mechanism/Software in place

29 GST certificate

30 Form CSR 1

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 Annexure III
Technical Form (Evaluation Form) –

Section 1: Organisation Details & Section 2: Project Proposal)

The proposal shall be evaluated out of 100.
Link: https://drive.google.com/drive/folders/1ExrB-eyTZethMRsbTQoaxv-xYg8ci5Bh?usp=sharing

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 Annexure IV
(Financial Format)
Link: https://drive.google.com/drive/folders/1ExrB-eyTZethMRsbTQoaxv-xYg8ci5Bh?usp=sharing

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 Annexure V
(Format of Agreement/ MoU)
MoU & Grant Letter Format
Link: https://drive.google.com/drive/folders/1ExrB-eyTZethMRsbTQoaxv-xYg8ci5Bh?usp=sharing

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