| Pre-Qualification Criteria |
Name of Work:
Empanelment of Agencies to conduct Social Audit & Impact Assessment of CSR activities implemented/funded by Union Bank of India through UBSFT.
Tendering Authority:
Union Bank of India – Procurement Department, Central Office, Mumbai.
Tender Ref. No.: PROC/0335/2025
Date of Issue: 24.09.2025
📌 Scope of Work
Agencies will conduct Social Study, Social Audit & Impact Assessments of CSR activities across India for 3 years. The work includes:
- Social Audit:
- Compliance review of CSR guidelines.
- Verification of fund utilization & activities implemented.
- Beneficiary feedback & stakeholder engagement.
- Process verification, grievance redressal, and transparency checks.
- Impact Assessment:
- Baseline & end-line surveys to measure change.
- Output, outcome & long-term impact analysis.
- Cost-effectiveness, sustainability, and scalability study.
- Use of surveys, FGDs, KIIs, GIS mapping, photo documentation.
- Reporting:
- Comprehensive assessment reports.
- Gap analysis & recommendations for future CSR strategy.
📌 Eligibility & Pre-Qualification Criteria
- Entity Type: Registered Partnership Firm, LLP, Pvt./Public Ltd. Company, MNC, Registered Society, Trust, Section 8 Co. in India.
- Experience:
- Min. 3 years in social impact study & CSR assessment.
- Prior CSR assessment projects with Govt./PSUs/reputed orgs.
- At least 1 project costing ₹50 lakh+ in last 5 years.
- Turnover: Minimum ₹50 lakh average turnover in last 3 FYs (2022-23, 2023-24, 2024-25).
- Profitability: Operating profit in last 3 years.
- Staff Strength: Minimum 20 full-time professionals on payroll.
- Registration: Valid PAN, TAN, GST.
- Reputation: No blacklisting, no adverse media, no court penalties.
- Presence: Must provide office address proof (preferably Mumbai office).
- Integrity Pact: Mandatory submission signed.
📌 Financial Criteria
- Annual Turnover: ₹50 lakh minimum (average of last 3 FYs).
- Positive Net Worth (FY 2024-25).
- Profit-making Entity (last 3 years).
📌 Tender Fee & EMD
- Tender Fee: ₹2,000/- (Non-refundable, DD in favour of Union Bank of India, Mumbai).
- EMD: Nil.
- Exemption: MSEs/Startups with valid NSIC/Udyam certificate eligible for waiver of fee.
📌 Submission Guidelines
- Bids to be submitted physically (sealed envelopes) at Union Bank Bhavan, Mumbai.
- Two sealed covers (within main envelope):
- Tender Fee (DD)
- Technical Bid (with forms & annexures, no financials).
- No consortium, JV, subcontracting allowed.
- Technical evaluation (100 marks):
- Documentation & scoring pattern – 80 marks.
- Pitch presentation – 20 marks.
- Min. score for empanelment: 80% (may relax to 70%).
- Maximum 8 agencies to be empanelled.
📌 Important Dates
- RFP Issuance: 24.09.2025
- Last Date for Queries: 29.09.2025 (by 5 PM)
- Pre-Bid Meeting: 30.09.2025, 11:30 AM (UBI, Nariman Point, Mumbai / Online)
- Bid Submission Deadline: 14.10.2025, 3:00 PM
- Technical Bid Opening: 14.10.2025, 3:30 PM
- Financial Bid Opening: To be notified later
✅ Engagement Period: 3 years (with annual review).
- ✅ Performance Bank Guarantee (PBG): Required from successful bidders (valid for 3 years + 60 days, claim period 1 year).
- ✅ No guarantee of work allocation – empanelment only.
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