Detailed Summary of RFP for Engagement of Training Agency(ies) for NPS SANCHAY

Quick Reference Information

1. Important Dates (Revised via Corrigendum)

2. Corrigendum Changes Summary

3. About the Authority

Pension Fund Regulatory and Development Authority (PFRDA) is a statutory Authority established under the PFRDA Act, 2013. Its mandate includes:

• Promoting old age income security through pension funds
• Regulating and developing pension funds
• Protecting subscriber interests
• Administering Government schemes including:
  • National Pension System (NPS) – mandatory for Central Govt recruits since 2004
  • Atal Pension Yojana (APY) – launched in 2015
  • NPS Vatsalya (2024)
  • Multiple Scheme Framework (2025)
  • NPS Sanchay (2026) – Simplified NPS variant for unorganised sector

4. About NPS SANCHAY

NPS SANCHAY is a simplified NPS variant specifically designed for subscribers in the unorganised segment of the economy, majorly engaged in:

• Agriculture sector and allied activities (dairy, fisheries, animal husbandry, horticulture, sericulture, apiculture, etc.)
• Rural-based nano enterprises

Under this system, subscribers make periodic contributions into their Individual Pension Account during working years (independently or with employer) and utilize accumulated corpus at retirement for a regular pension.

5. Scope of Work

5.1 Target Beneficiaries

Training to be conducted at District, Block, Gram Panchayat, and Community levels for:

• Cultivators and agricultural labourers
• Self-employed rural workers
• Members of Farmer Producer Organisations (FPOs)
• Primary Agricultural Credit Societies (PACS)
• Joint Liability Groups (JLGs)
• Krishi Vigyan Kendras (KVKs) participants
• Village Level Entrepreneurs (VLEs) of Common Service Centres (CSCs)
• Proprietors and workers of rural nano-units

5.2 Training Modes (9 types)

Training Agency to quote for all modes:

5.3 Key Deliverables

• Content development and design in customized manner
• Delivery in Hindi or regional languages (revised)
• Minimum 30 participants per session (up to 100 for pro-rata payment)
• Session duration: 90 minutes + 30 minutes Q&A
• Dashboard for PFRDA with session reports
• Geotagged photographs, video (1 min), and screenshots for online sessions
• Participant feedback forms
• Training completion certificates to participants

5.4 Language Requirements

• Trainers required: Minimum 30 academic faculties
• Hindi trainers: At least 10 trainers
• Regional language trainers: At least 2 trainers proficient in each of:
  • Telugu, Tamil, Malayalam, Kannada, Odia, Gujarati, Marathi, Bengali, Punjabi, Assamese

5.5 Post-Training Activities

• Submit training reports within 15 days of each session
• Submit consolidated report with invoices within 15 days after month-end
• Separate demographic bifurcation report with FAQs

6. Eligibility Criteria (Pre-Qualification)

Disqualification Conditions

• False representation
• Poor performance record (abandonment, delay, incomplete projects)
• Blacklisted by any Government/organization
• Contract termination for breach

7. Technical Evaluation Criteria (Total 100 Marks)

Minimum qualifying score: 60 marks

8. Commercial Evaluation

8.1 Evaluation Method

• Least Cost Based Selection (LCBS) process
• Weightage: 60% Online Mode + 40% Offline Mode

8.2 Calculation Formula

Online Mode = (A + B + C) × 2 sessions each
Offline Mode = (D + E + F + G + H + I) × 1 session each

8.3 Selection Process

1. L1 bidder (lowest final weighted average) identified
2. Other bidders can match L1 rates
3. Up to 4 agencies to be empaneled
4. If >4 agencies accept L1 rates, selection based on technical scores (descending order)
5. Tie-breaker: sequential comparison of Parameters 1-5 of technical evaluation

9. Financial Details

Bank Account Details

• Bank: Indian Overseas Bank
• Account No: 159901000000855
• IFSC Code: IOBA0001599
• Beneficiary: Pension Fund Regulatory & Development Authority

Payment Terms

• No advance payment
• Monthly payments after completion of training and report submission
• GST payable as applicable
• Electronic fund transfer in Indian Rupees

10. Contract Details

11. Proposal Submission Requirements

Envelopes Required

1. Envelope I: Application Fee + EMD (sealed, superscribed)
2. Envelope II: Technical Proposal + Softcopy (Pen Drive) – 1 Hard copy
3. Envelope III: Commercial Proposal (sealed)

Submission Address

Chief General Manager (Distribution – NPS Agri and Allied Sector, Rural based Nano units)
Pension Fund Regulatory and Development Authority (PFRDA)
5th Floor, Tower – E, WTC Block E, Block F
Nauroji Nagar, Safdarjung Enclave
New Delhi, Delhi – 110029

Important Notes

• Proposals must be in English or Hindi (revised)
• Valid for 120 days from technical proposal opening
• All pages to be serially numbered and authenticated
• No interlineations or overwriting except corrections authenticated
• Amount in words prevails in case of discrepancy

12. Key Documents to be Submitted

13. Important Clauses

13.1 Intellectual Property

• Content generated by Training Agency exclusively owned by PFRDA
• Agency gets only right of use during engagement tenure

13.2 Confidentiality & Data Protection

• All participant data belongs exclusively to PFRDA
• Digital Personal Data Protection Act, 2023 (DPDP Act) applicable
• Agency must surrender all data; cannot retain or use for commercial purposes

13.3 Termination

• PFRDA can terminate with 30 days’ notice without reason
• Immediate termination for:
  • Material breach (15 days to remedy)
  • Persistent service failures
  • Insolvency/liquidation
  • Fraud/misrepresentation/corruption
  • Unauthorized sub-contracting

13.4 Sub-contracting

• Not permitted without prior written approval from PFRDA
• Unauthorized sub-contracting = material breach

13.5 Indemnification

• Agency to indemnify PFRDA against third-party claims arising from breach of contract/RFP

13.6 Force Majeure

• Includes: natural disasters, epidemics/pandemics, war/terrorism, government orders, nationwide strikes
• Excludes: financial hardship, staff shortage, normal weather fluctuations
• Notice required within 7 calendar days

14. Key Takeaways

1. Extension of timeline by 11 days (from 3rd July to 14th July 2026)
2. Hindi trainers requirement changed from 50% to fixed “at least 10 trainers”
3. Language flexibility – content can be in Hindi OR regional languages (not exclusively regional)
4. Bid language – English OR Hindi (both acceptable)
5. Maximum 4 agencies to be empaneled
6. No consortium allowed
7. MSEs and Startups exempted from EMD
8. Minimum technical score required: 60 marks
9. No advance payment – monthly payment after completion
10. DPDP Act 2023 compliance mandatory for data protection

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