Tender Details

SBI Foundation

SBI Foundation (SBIF) has been incorporated to bring all the CSR activities of the State Bank Group under one umbrella and contributing in the efforts made by the State Bank Group in supporting and uplifting the underprivileged sections of society. The focus areas of SBI Foundation are Education, Healthcare and Sanitation, Rural Development, Women Empowerment, Livelihood & Entrepreneurship, Environment and Sustainability, and Sports etc. SBI Foundation works in collaboration with reputed NGO partners to provide equitable development opportunities to people living in the poorest areas of the country.

So far, SBIF has impacted the lives of more than 20 million beneficiaries through all its programs/initiatives and aims to continue improving the socio-economic well-being of the society, particularly of the less fortunate and underprivileged members and enable them to live up to the potential that they all possess.

About the Request for Proposal (RFP)

SBIF intends to engage organizations registered in India to conduct an Impact Assessment/Need Assessment/Baseline, Midline & Endline Studies of its projects. The purpose of this Request for Proposal (RFP) is to invite potential agencies for conducting an Impact Assessment/Need Assessment/Baseline, Midline & Endline Studies. This document provides information to enable the agencies to understand the requirements of SBIF for submitting their “Proposals”. The SBI Foundation intends to empanel/engage the Institutions through an open competitive bidding process in accordance with the procedure set out herein. A brief of a few of the initiatives is being appended as Annexure I.

Scope of Work:

● Develop a comprehensive understanding of the CSR projects including objectives, target beneficiaries, & geographical coverage, and design the Impact Assessment/Need Assessment/Baseline, Midline & Endline Studies framework and evaluation framework.

● Design an evaluation methodology which includes impact indicators, techniques of data collection, sample size and sampling plan with appropriate geographical coverage and social inclusion, data collection instruments, data management, and analysis.

● Engage team with desired experience and expertise to carry out data collection- (primary, secondary, or both) as per the requirement of the study in an efficient and reliable manner.

● Carry out data analysis, and comparative analysis using appropriate analytical tools, to suggest evidence-based performance and recommendations for prospects and scope for further improvements in the program.

● Evaluation of the level of awareness of projects/initiatives amongst the target beneficiaries /concerned stakeholders and the number of beneficiaries covered in improving their socio-economic conditions.

● Prepare a high-quality assessment/evaluation report with an executive summary and relevant deliverables, high-resolution photographs, presentation, and brief learning notes.

● Draft success stories for each project/s as per the number agreed upon in consultation with the SBI Foundation.

● Submission of raw and final data to SBI Foundation in the agreed format for transparency and accountability.

● Offer actionable recommendations for improvements based on data analysis findings.

● Identify strengths and weaknesses of the program to inform future strategy.

● Evaluate the scalability and replicability of successful project components.

● Assess the long-term sustainability and socio-economic benefits of the program.

● Suggest innovative approaches and opportunities for program enhancement and sustainability.

● Present results in a clear, concise manner suitable for diverse stakeholders, including senior management, project teams, and external partners.

● Ensure adherence to ethical guidelines and principles throughout the Impact Assessment/Need Assessment/Baseline, Midline & Endline Studies process, including informed consent, confidentiality, and respect for cultural sensitivities.

● Cost Benefit analysis, social return on Investment (SRoI) and comparative analysis vis-a-vis other similar projects.

Probable Deliverables

● Submit inception report detailing evaluation framework and methodology.

● Submit survey instruments- quantitative, qualitative, and mixed.

● Submit the list of sample and field implementation plans.

● Submit high-resolution photographs, presentations, and brief learning notes within the stipulated time frame.

● Submit raw and final data to SBI Foundation as per the agreed format.

● Submit an Analysis Report, Final Report having strong high-quality recommendations.

● Presentation of Findings on the Assessment and access to data sets for Board Level Presentation having 7-10 slides.

● Success Story/Case Study of 5-8 pages including 1 to 2 beneficiary stories.

The scope of work described above is general, indicative, and not exhaustive i.e., does not necessarily mention all the incidental services required to be carried out for the complete execution of the work. SBI Foundation is not obliged to employ all the indicative activities mentioned above. SBI Foundation has the discretion to change the scope of activities with the emerging needs of the projects. The activities to be engaged shall be based on SBI Foundation's discretion which will be communicated to shortlisted agencies before commercial bidding to prepare their financial bidding. Shortlisted agencies to submit the Financial Bid at the time of presentation. The detailed scope of work for each project/study/assignment will be stipulated while asking for financial budgeting.

There will be no guarantee of work for the agencies empaneled by the SBI Foundation.

Key Dates:

Last date to send in requests for clarifications at mail to: Info@sbifoundation.co.in – 12^th June 2024

Response to the clarification by SBIF – 15^th June 2024

Last Date and Time for submission of proposals – 22^nd June 2024

Submission of proposals (By E-Mail) - Mail to: Info@sbifoundation.co.in

For details, please refer attached RFP