Funding projects for SBIF Jivanam – Eye Care Enabling Treatment of Curable Blindness – SBIF
Apply by 4th Sep 23
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 Jivanam – Eye Care are targeted towards eradication of preventable blindness by conducting free of cost cataract surgeries.
About the Request for Proposal (RFP)
SBIF intends to engage non-profit organisations registered in India for implementing projects in the thematic area of curable blindness 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 from NGOs/NPOs for implementing Eye Care projects. The proposed budget for the proposal should be in the range of Rs.75.00 Lakh to Rs.1.00 Crore for a period of 1 to 2 years.
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 agencies are requested to check the prequalification criteria before submission of proposal (both Technical and Financial).
*Subject to all SBI Foundation team complying with the defined timelines as per ownership/responsibility.
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 Guna district of 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 4 th September 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, before 1 st September 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.
5. Language of Proposal:
a. Proposals should be submitted in English language only.
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 (2019-20, 2020-21, 2021-22, (2022-23 if available)), Audited Report of last 3 years (2019-20, 2020-21, 2021-22, (2022-23 if available)), 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 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.
*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. 10 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. 10 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 22 nd 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.
10. Transfer of RFP
a. The RFP document is not transferable.
11. Proposal Preparation Costs
a. 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
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 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 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 advices/clarifications. SBI Foundation may in its absolute discretion, but without being under any obligation to do so, update, amend or supplement the information in this RFP.
iv. The SBI Foundation, its employees and advisors make no representation or warranty and shall have no liability to any person, including any Applicant under any law, statute, rules or regulations or tort, principles of restitution or unjust enrichment or otherwise for any loss, damages, cost or expense which may arise from or be incurred or suffered on account of anything contained in this RFP or otherwise including the accuracy, adequacy, correctness, completeness or reliability of the RFP and any assessment, assumption, 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- Eye Care should focus on one of the below-mentioned thematic areas and must broadly follow the framework as mentioned below:
Thematic area: Addressing curable blindness through cataract surgeries
Preferred project locations: Rural and tribal districts like Guna (Madhya Pradesh), Nalbari (Assam), Thoubal (Manipur), Howrah (West Bengal), Kadapa (Andhra Pradesh), East Siang (Arunachal Pradesh), Sirohi (Rajasthan) Warangal (Telangana), Janjgir-Champa (Chhattisgarh) and Kolasib (Mizoram)
Framework of SBIF-Eye care
1. Carrying out surveys, identification of patients and conduction of camps to educate them on curable blindness.
2. Treatment and follow up of the identified beneficiaries
3. Patients will be given food, travel, accommodation, nursing care, medicines and a pair of black glasses, all free of cost.
Partner organizations applying for a project in the above mentioned thematic area must follow the broad framework for SBIF Jivanam – Eye 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 eye care facilities and treatment of curable blindness 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. 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
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 4 th September, 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 21 st September, 2023
(Wednesday) 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 Eye Care – *insert organisation’s name*. Eg: SBIF Jivanam RFP – SBIF
Eye Care -ABCD
Link to access the annexure documents: https://lnkd.in/dEE-ZPUs
Please download, fill in the details and share the annexure documents along with your proposals to coeforpwd@sbifoundation.co.in
For any queries, please write to us at coeforpwd@sbifoundation.co.in
