Request for Proposal(Rfp) from Start-Ups, Fintechs & Digital Capability Partners (Dcps) for E2E Digitalisation of Loan Against Securities Lifecycle

SBI/CC/DB/DB-Consumer/I&SP/RFP/2026-27/02: REQUEST FOR PROPOSAL(RFP) FROM START-UPS, FINTECHS & DIGITAL CAPABILITY PARTNERS (DCPS) FOR E2E DIGITALISATION OF LOAN AGAINST SECURITIES LIFECYCLE

REQUEST FOR PROPOSAL OF START-UPS, FINTECHS & DIGITAL CAPABILITY PARTNERS (DCPS) FOR PROCUREMENT OF SOFTWARE SOLUTION/ SERVICE e2e DIGITALISATION OF LOAN AGAINST SECURITIES LIFECYCLE SBI/CC/DB/DB-Consumer/I&SP/RFP/2026-27/02 Deputy General Manager (Innovation & Spl Projects), Digital Banking-Consumer, State Bank of India, Corporate Centre, 9th Floor, Plot No.IT-6 New Bhakti Knowledge City Airoli Knowledge Park Navi Mumbai-400708 RFP for procurement of Software Solution/ Services Page 2 of 200 Part-I 1. Schedule of Events Sl No Particulars Remarks 1 Contact details of issuing department (Name, Designation, Mobile No., Email and office address for sending any kind of correspondence regarding this RFP) Name: Deputy General Manager (Innovation and Special Projects) State Bank of India, Corporate Centre, 9th Floor, Plot No. IT-6 | Newa Bhakti Knowledge City, Airoli Knowledge Park Navi Mumbai - 400 708 2 Bid Document Availability including changes/amendments, if any to be issued RFP This RFP will be published both online/ Print on: e-tendering website - https://etender.sbi/SBI/ Bank website – https://bank.sbi Newspaper Publications 3 Last date for requesting clarification Any clarification/queries pertaining to RFP process beyond, 17:00 PM will not be entertained on e -tender portal (https://www.etender.sbi). All communications regarding points / queries requiring clarifications shall be submitted on https://etender.sbi/SBI/ portal only. 4 Pre - bid event date: From 21.08.2026 1700 hours to 31.08.2026 1700 hours through e-tender website: https://www.etender.sbi 5 Clarifications to queries raised at pre - bid meeting will be provided by the Bank. If deemed necessary, the Bank may seek clarifications on any aspect from the bidder. However, that would not entitle the bidder to change or cause any change in the substances of the bid already submitted. The bidder may be asked to give presentation for t he purpose of clarification of the bid. 6 Last date and time for Bid submission Up to 1700 hours on 30.09.2026 7 Address for submission of Bids https://etender.sbi/SBI/ Bidder Support (Email ID & Contact Details) - RFP for procurement of Software Solution/ Services Page 3 of 200 [contact details removed] 8 Date and Time of opening of Technical Bids 11AM Next working day Authorized representatives of Bidders along with other bidders may be present online during opening of the Technical Bids. However, Technical Bids would be opened even in the absence of any or all of the Bidder representatives. 9 Opening of Indicative Price Bids Indicative price bid of technically qualified bidders only will be opened on a subsequent date. (through Virtual Meeting on MS Teams). 10 Earnest Money Deposit Rs.5 lakh Amount should be deposited in A/c No: 10768099503 IFSC: SBIN0008586 Account Name: SBI CENTRAL OFFICE, OMD A/C EMD shall be valid up to 6 months or till the completion of process whichever is later. 11 Bank Guarantee 5% of the agreement value (TCO) Performance Security in form of BG should be valid for entire Contract tenure plus three months from the effective date of the Contract. 14 Contact details of e -Procurement agency appointed for e-procurement Trupti Patel Sr. Executive - Implementation & Support,e-Procurement Technologies Limited e-Mail: [contact details removed] Cell: [contact details removed] Address:- A-201/208, Wall Street -II, Opp. Orient Club, Nr. Gujarat College, Ellis Bridge, Ahmedabad -380006. Gujarat. RFP for procurement of Software Solution/ Services Page 4 of 200 Part-I S.N. INDEX PAGE NO 1 SCHEDULE OF EVENTS 2-3 2 INVITATION TO BID 7 3 DISCLAIMER 8 4 DEFINITIONS 9 5 SCOPE OF WORK 10 6 ELIGIBILITY AND TECHNICAL CRITERIA 10-11 7 TECHNO COMMERCIAL EVALUATION CRITERIA 11 8 COST OF BID DOCUMENT 11 9 ROLL OUT PLAN 12 10 BID/OFFER 12-13 11 CLARIFICATIONS AND AMENDMENTS ON RFP/PRE-BID MEETING 13-14 12 CONTENTS OF BID DOCUMENTS 14 13 EARNEST MONEY DEPOSIT (EMD) 15 14 BID PREPARATION AND SUBMISSION 16-18 15 DEADLINE FOR SUBMISSION OF BIDS 18 16 MODIFICATION AND WITHDRAWAL OF BIDS 18 17 PERIOD OF BID VALIDITY AND VALIDITY OF PRICE QUOTED IN COMMERCIAL BIDREVERSE AUCTION (RA) 18 18 BID INTEGRITY 19 19 BIDDING PROCESS/ OPENING OF TECHNICAL BIDS 19-20 20 TECHNICAL EVALUATION 20 21 EVALUATION OF INDICATIVE PRICE BIDS AND FINALIZATION 20-21 22 CONTACTING THE BANK 21 23 AWARD CRITERIA AND AWARD OF CONTRACT 21-24 24 PRICE COMPOSITION 24 25 POWER TO VARY OR OMIT WORK 24-25 26 WAIVER OF RIGHTS 25 27 CONTRACT AMENDMENT 25 28 BANK’S RIGHT TO ACCEPT ANY BID AND TO REJECT ANY OR ALL BIDS 25 29 BANK GUARANTEE 26 30 SYSTEM INTEGRATION TESTING AND USER ACCEPTANCE TESTING 26 31 SERVICES 26-27 32 WARRANTY AND ANNUAL MAINTENANCE CONTRACT 27-29 33 PENALTIES 29

Region/Province: SBI, CORPORATE CENTRE

Published: 21-Aug-2026

Closing date: 30-Sep-2026

Issued by State Bank of India.