Pre-Qualification Criteria
Key Tender Details
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Particular
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Details
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Tender / RFP Title
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Engagement of Training Agency(ies) for Subscriber Awareness, Education and Training for Stakeholders on NPS SANCHAY in Agri Segment
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Authority
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Pension Fund Regulatory and Development Authority (PFRDA)
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RFP Date / Publishing Date
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12 June 2026
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Tender Category
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Government / Regulatory Authority RFP
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Sector / Industry
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BFSI, Pension, Financial Awareness, Training and Capacity Building
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Location
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New Delhi; training delivery across India as required
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Contract Period
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3 years from date of engagement, extendable by 1 year at PFRDA’s discretion
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Estimated Cost
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Not mentioned in the RFP
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Number of Agencies
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Maximum up to 4 training agencies
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Submission Mode
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Offline / physical sealed proposal submission
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Last Date for Queries
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22 June 2026, 18:00 Hrs
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Pre-Bid Meeting
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25 June 2026, 11:00 Hrs
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Last Date for Proposal Submission
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03 July 2026, 15:00 Hrs
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Technical Proposal Opening
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03 July 2026, 15:30 Hrs
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Technical Presentation
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17 July 2026
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Commercial Proposal Opening
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23 July 2026
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Tender Fee / Application Fee
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₹10,000 + 18% GST
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EMD / Bid Security
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₹50,000
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EMD Exemption
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Yes, applicable for eligible MSEs / registered entities / recognised start-ups as per RFP
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Mode of EMD
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Direct remittance to PFRDA bank account; transaction proof to be submitted in sealed envelope
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Scope of Work
The selected training agency will be required to design and conduct subscriber awareness, education and training programmes on NPS SANCHAY for agri-sector stakeholders. The work includes:
- Developing customised training and awareness content in consultation with PFRDA.
- Preparing content in Hindi, English and relevant regional / vernacular languages.
- Designing simple, user-friendly training material using pictorial and audio-visual elements suitable for participants with different literacy levels.
- Conducting sessions in online and offline modes.
- Mobilising participants and managing registration, invitations and follow-ups.
- Conducting sessions at district, block, gram panchayat and community levels.
- Delivering training for stakeholders such as Pension Agents, CSC VLEs, FPO executives, POPs, PACS, KVK-linked participants and rural beneficiaries.
- Providing printed material such as brochures or booklets for offline sessions, wherever required by PFRDA.
- Maintaining a user-friendly portal for access to learning content and modules.
- Providing dashboards and reports to PFRDA, including date, time, attendance, geotagged photographs, feedback results and organiser details.
- Submitting post-session reports, attendance records, feedback, screenshots/video proof for online sessions and training completion certificates.
Each session will be of 90 minutes, followed by a 30-minute Q&A. The minimum batch size is 30 participants for both online and offline sessions.
Pre-Qualification / Minimum Eligibility Criteria
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Criteria
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Requirement
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Legal Entity
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Applicant must be a company registered in India, registered partnership firm, LLP, registered society or registered trust. Consortium applications are not permitted.
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Net Worth
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Positive tangible net worth for FY 2022-23, 2023-24 and 2024-25.
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Minimum Average Annual Turnover
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₹2 crore average annual turnover exclusively from training activities on financial products in BFSI sector / financial sector regulators during FY 2022-23 to FY 2024-25.
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Minimum Experience
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Minimum 3 preceding financial years of experience in training / capacity building assignments on financial products or services for BFSI entities / financial sector regulators.
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Client Experience
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Minimum 5 clients from BFSI sector / financial sector regulators during FY 2022-23 to FY 2024-25, with each project value of ₹20 lakh.
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Training Sessions
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Annual average of 500 individual training / capacity building sessions on financial products in BFSI / financial regulator sector during FY 2022-23 to FY 2024-25. At least 50% should be offline.
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Participants Trained
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Annual average of minimum 15,000 participants trained during FY 2022-23 to FY 2024-25.
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Faculty Strength
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Minimum 30 adequately trained academic faculties.
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Language Capability
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Trainers must be available in English / Hindi and at least two trainers each in Telugu, Tamil, Malayalam, Kannada, Marathi, Gujarati, Bengali, Odia, Punjabi and Assamese.
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Trainer Qualification
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Trainers should be graduates / postgraduates / professionally certified in finance or related sectors with minimum 2 years’ immediate past experience in financial product training.
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Project Coordinator
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Full-time project coordinators with postgraduate qualification or professional certification in finance / allied sectors and at least 3 years’ relevant project handling experience.
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Training Venue Capability
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Agency should be able to arrange training venues across India, either owned or through valid arrangements.
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Blacklisting Status
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Applicant should not be blacklisted and should not have had contracts terminated for breach or poor performance.
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Financial Criteria
The applicant must demonstrate sound financial capability through audited accounts, balance sheets / annual reports, ITRs and CA-certified documents. The RFP requires:
- Positive tangible net worth for FY 2022-23 to FY 2024-25.
- CA-certified net worth certificate for the three financial years.
- Average annual turnover of ₹2 crore exclusively from training activities on financial products in BFSI / financial regulator sector.
- Provisional financial statements and net worth details for FY 2025-26.
Tender Fee and EMD
The non-refundable application fee is ₹10,000 + GST @ 18%. The EMD / bid security is ₹50,000. Both amounts are to be remitted directly to the PFRDA bank account as specified in the RFP, and proof of payment must be submitted with the proposal in a separate sealed envelope.
EMD exemption is available for eligible Micro and Small Enterprises, entities registered with Central Purchase Organisation / concerned Ministry or Department, and start-ups recognised by the relevant government authority, as per RFP conditions.
Submission Guidelines
The proposal must be submitted in physical sealed form. The bidder must submit a main sealed envelope containing:
- Envelope I: Non-refundable application fee and EMD proof.
- Envelope II: Technical proposal with one hard copy and soft copy in pen drive.
- Envelope III: Commercial proposal.
The proposal must include the project name, bidder name, address, email ID and primary / secondary contact person details. The technical proposal must not include commercial pricing. All pages should be indexed, serially numbered and signed by the authorised signatory. Proposals submitted after the deadline will be rejected.
Important Dates
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Activity
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Date / Time
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RFP Issuance Date
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12 June 2026
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Last Date for Queries
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22 June 2026, 18:00 Hrs
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Pre-Bid Meeting
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25 June 2026, 11:00 Hrs
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Last Date and Time for Proposal Submission
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03 July 2026, 15:00 Hrs
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Technical Proposal Opening
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03 July 2026, 15:30 Hrs
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Presentation on Technical Proposal
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17 July 2026
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Commercial Proposal Opening
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23 July 2026
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Contract Finalisation / Award
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After approval of competent authority
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Document Checklist
Applicants should prepare and submit the following documents:
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Document
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Required
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Certificate of Incorporation / Registration Certificate
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Yes
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GST Registration Certificate for training activity
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Yes
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PAN
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Yes
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Audited accounts / balance sheet / annual reports for FY 2022-23 to FY 2024-25
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Yes
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CA-certified net worth certificate for FY 2022-23 to FY 2024-25
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Yes
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ITRs for FY 2022-23 to FY 2024-25
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Yes
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Provisional financial statements and net worth for FY 2025-26
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Yes
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CA-certified turnover statement for training activities
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Yes
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Work orders / agreements for relevant training assignments
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Yes
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Satisfactory performance certificates not older than 3 months
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Yes
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Client details with name, address and contact number
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Yes
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Details of training sessions conducted
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Yes
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Details of participants trained
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Yes
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Details of own / arranged training venues with supporting documents
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Yes
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Details of trainers and project coordinators
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Yes
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CVs of proposed resources
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Yes
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Technical Proposal Letter
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Yes
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Commercial Proposal Letter
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Yes
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No Deviation Certificate
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Yes
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Declaration-cum-Certificate regarding blacklisting / litigation / correctness of information
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Yes
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Application fee payment proof
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Yes
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EMD payment proof or exemption document
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Yes
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Soft copy of technical proposal in pen drive
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Yes
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