| Pre-Qualification Criteria |
SBI Foundation (SBIF)
Programme Objective:
SBIF’s flagship initiative “Garima” focuses on Caring for India’s Elders with Dignity — improving quality of life for the elderly through safe, accessible, and dignified living environments.
This RFP aims to fund eligible non-profit organizations for retrofitting and fortifying Old-Age Homes to make them age-friendly and inclusive as per WHO and Government of India guidelines.
🟩 2. Scope of Work
Agencies are invited to design and implement projects for Retrofitting & Fortification of Old-Age Homes, focusing on:
- Infrastructure Upgradation: Safety, accessibility, and health facilities.
- Health & Nutrition: Establish medical units, conduct camps, and promote healthy diets.
- Psychosocial Support: Mental health, recreation, and community engagement.
- Elder Rights & Safeguarding: Awareness, grievance redressal, and legal aid.
- Digital Enablement: Health data integration, teleconsultations, and e-monitoring.
- Capacity Building: Training caregivers and staff in geriatric care and elder protection.
Key Thematic Areas:
- Baseline facility and elder rights audit
- Structural retrofitting (accessibility, lighting, safety)
- Health and clinical integration (PHC/CHC linkages)
- Psychosocial care and dementia support
- Caregiver capacity building (ICoPE & palliative training)
- Digital dashboards and telemedicine setup
- Elder abuse prevention frameworks
- Legal aid & rights awareness with DLSA
- Family/community engagement & intergenerational activities
- Monitoring & Evaluation using WHO ICOPE and MoHFW standards
🟩 3. Project Details
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Parameter
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Description
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Project Budget
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₹0.50 Cr to ₹2.00 Cr
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Duration
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1 to 2 years
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Target States
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Uttar Pradesh, Bihar, Odisha, Gujarat, Punjab
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Target Group
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Residents of NGO-managed Old-Age Homes (urban & rural/tribal)
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🟩 4. Important Dates
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Event
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Date
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Publication Date
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8 October 2025
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Last Date for Queries
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20 October 2025
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Proposal Submission Deadline
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31 October 2025
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Shortlisting Communication
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11–15 November 2025
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Presentation by Shortlisted NGOs
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23–30 November 2025
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Final Selection Announcement
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After 1 December 2025
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(Hard copies to be submitted later by shortlisted applicants.)
🟩 5. Eligibility / Pre-Qualification Criteria
A. Organizational Criteria
- Must be a non-profit (Trust, Society, or Section 8 Company) registered in India.
- Minimum 3 years of registration and operations in the proposed project state.
- At least 3 years’ experience in managing or administering residential care or elderly homes.
- Should not be blacklisted by any Government, PSU, or funding agency.
- Must not subcontract or outsource any project component.
B. Financial Criteria
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Project Budget
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Minimum Cumulative Revenue (Last 3 FYs)
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₹50 Lakh – ₹1 Crore
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₹2 Crore
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Above ₹1 Crore
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₹5 Crore
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(FYs 2021–22, 2022–23, 2023–24, 2024–25 if available)
C. Personnel Requirements
- Minimum 4 Board Members.
- Minimum 5 permanent employees.
- Qualified project staff and TOT-certified caregivers.
🟩 6. Evaluation & Selection Criteria (QCBS Method)
Weightage:
- Technical Proposal: 70%
- Financial Proposal: 30%
Evaluation Parameters:
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Criteria
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Key Aspects
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Project Design
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Alignment with SBIF Garima framework, innovation, sustainability, risk mitigation, M&E plan
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Budget
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Justification, cost-effectiveness, and compliance with Garima framework
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Organizational Strength
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Governance structure, experience in geriatric care, past project success
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Compliance
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Submission of all due diligence documents and annexures
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Grounds for Rejection:
- Revenue below threshold
- Association with religious/political entities
- Missing documents (Annexure II)
- Fewer than 4 Board Members or 5 staff
- Projects proposed outside India or priority states
🟩 7. Financial & Administrative Conditions
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Parameter
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Details
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Grant Type
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CSR Grant (under SBI Foundation)
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Disbursement Mode
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Quarterly, based on verified progress reports
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Bank Account Requirement
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Dedicated SBI account for the project
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Reports Required
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Monthly progress + Quarterly financial & activity reports (auditor-certified)
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Unutilized Funds
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To be refunded by 30 April of next FY
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Penalty
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Misconduct or fraud leads to cancellation and blacklisting
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🟩 8. Proposal Submission Checklist
As per Annexure II – Due Diligence Document List (30 items), mandatory documents include:
- Registration, 12A, 80G, CSR-1, PAN, GST, FCRA
- Last 3 years’ audited reports and IT returns
- Board member details, HR & Finance policies, Org chart
- Donor feedback and impact assessments
- MIS & monitoring mechanisms
- Budget sheet (Excel format via link)
- Self-declarations and signed copy of the RFP
👉 Templates for proposal, financials, and evaluation forms are available at:
- Proposal & RFP Forms
- Technical Evaluation Form
- Financial Format (Excel)
🟩 9. Contractual & Legal Terms
- Selected agencies must sign:
- Grant Agreement/MoU (Annexure V)
- Non-Disclosure Agreement (Annexure I)
- SBIF reserves full rights to:
- Terminate RFP at any stage
- Amend or modify terms
- Reject any proposal without reason
🟦 10. Summary Table
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Parameter
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Details
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Tender Name
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RFP – SBIF Garima (Elderly Care – Retrofitting & Fortification of Old-Age Homes)
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Issuer
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SBI Foundation
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Objective
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Upgrade Old-Age Homes to be safe, accessible, and elder-friendly
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Scope
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Infrastructure, health, nutrition, psychosocial, legal & community integration
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Budget Range
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₹50 Lakh – ₹2 Crore
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Project Duration
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1–2 years
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Target States
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UP, Bihar, Odisha, Gujarat, Punjab
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Min. Turnover
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₹2–₹5 Crore (based on budget)
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Eligibility
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Registered NGO/NPO with 3+ years in elderly/geriatric care
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Tender Fee / EMD
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Not Applicable
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Submission Deadline
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31 October 2025
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Evaluation Method
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QCBS (70:30)
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Submission Mode
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Email only
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Contact Email
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