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Tender Details

Tender ID Tender2048
Reference No. TendersTime2048
Tender Brief Bank of Maharashtra RFP 38/2026-27 for Pre-Promotion Training – Eligibility, EMD, Scope, Dates & Tender Details
Tender Description Bank of Maharashtra RFP 38/2026-27 invites empanelled training institutions for pre-promotion training of officers.
Pre-Qualification Criteria

Key Tender Details

Particular

Tender Information

Organisation

Bank of Maharashtra

Tender Reference

RFP 38/2026-27

GeM Bid Number

GEM/2026/B/8013058

Tender Subject

Conducting Pre-Promotion Trainings for Inter-Scale Promotion Process 2026-27

Industry / Sector

Education & Training / Professional Training Services / Banking & Financial Services Training

Estimated Bid Value

₹1.28 Crore inclusive of applicable taxes as shown on GeM

Indicative Trainees

Approximately 1,600 officers

Training Levels

Scale I, II, III and IV

Training Duration

5 continuous days, excluding public holidays

Contract Period on GeM

6 months 2 days

Bid Type

Two-Bid System

Evaluation

Technical + Commercial; RFP technical evaluation and GeM QCBS provisions apply

Technical/Financial Weightage on GeM

70:30

Submission Mode

Online through GeM Portal

EMD

₹1,00,000

EMD Exemption

Yes, subject to applicable conditions and documentary proof

Tender Fee

Not specified in the supplied RFP documents

Performance Security

5% of contract value, subject to applicable Government guidelines

Bid Validity

180 days from technical bid opening

Tender Publishing/Availability Date

08 September 2026

Pre-Bid Meeting

11 September 2026 at 3:00 PM, Online

RFP Stated Closing Time

22 September 2026 up to 5:00 PM

GeM Bid Closing Time

22 September 2026 at 8:00 PM

RFP Stated Technical Opening

23 September 2026 at 5:30 PM

GeM Bid Opening Time

23 September 2026 at 8:00 PM

The RFP's formal bid calendar gives 08 September 2026 as the commencement date, 11 September 2026 at 3:00 PM for the online pre-bid meeting, 22 September 2026 at 5:00 PM as the last date/time for receipt of offers, and 23 September 2026 at 5:30 PM for technical bid opening.

Important deadline note: The GeM bid document separately displays a 22 September 2026, 8:00 PM bid-end time and 23 September 2026, 8:00 PM opening time, while the Bank's RFP specifies 5:00 PM and 5:30 PM respectively. For publication, bidders should verify the live GeM bid before submission and should not rely on the later time without confirmation.

Scope of Work

The principal objective is to provide pre-promotional training to Bank of Maharashtra officers in Scale I, II, III and IV. The selected training partner is responsible for providing the infrastructure and facilities necessary for delivery of the programme and maintaining them throughout the contract.

The detailed scope in Annexure A covers approximately 1,600 officers, although the Bank retains discretion to increase or decrease the number of trainees. The training is planned for five continuous days, excluding public holidays.

Major Scope Components

The selected training partner is expected to:

  1. Design and deliver a customised pre-promotion training programme.
  2. Train officers in Scale I, II, III and IV.
  3. Provide suitable training infrastructure and venues.
  4. Provide residential/hostel facilities with boarding arrangements.
  5. Provide qualified and experienced faculty, including faculty with banking experience.
  6. Provide programme management and regular updates to the Bank.
  7. Conduct training at one or multiple centres where required.
  8. Develop and customise training content according to Bank of Maharashtra's products, policies and processes.
  9. Share training material with the Bank for vetting before each programme.
  10. Conduct MCQ-based assessments at the end of sessions.
  11. Maintain the required faculty-to-participant ratio.
  12. Provide reading material, handouts and other learning inputs.

Training Subjects

The proposed curriculum covers a wide range of banking and professional subjects, including:

  1. Bank of Maharashtra balance sheet and business overview
  2. Emerging domestic and international banking trends
  3. Global and Indian economic scenarios
  4. KYC, AML, staff accountability and RBIA
  5. Banking-related legal provisions
  6. Priority sector lending
  7. Deposit products
  8. Foreign exchange and FEMA-related areas
  9. IT and digital banking products
  10. Retail asset products
  11. MSME lending
  12. Computer literacy and MS Office
  13. Loan policies and procedures
  14. Risk management and Basel framework
  15. Government schemes
  16. Recovery and compromise policies
  17. Credit monitoring
  18. Regulatory compliance

The RFP expressly states that this list is indicative and may be modified by the Bank while finalising the agreement.

Infrastructure Requirements

Infrastructure is a significant component of the technical evaluation.

According to Annexure E, the proposed training facility should include:

  1. Comfortable classrooms.
  2. Maximum classroom seating capacity of 50.
  3. Air-conditioned classrooms.
  4. Classrooms available from 1 October 2026.
  5. Classrooms located on the same campus.
  6. At least 200 hostel rooms in double occupancy to accommodate up to 400 officers per week.
  7. Hostel accommodation on the same campus as training.
  8. Hostel rooms available from 1 October 2026.
  9. Twin/double occupancy rooms.
  10. Attached toilet and bathroom facilities.
  11. Basic toiletry facilities.
  12. Clean and maintained accommodation.

The Bank reserves the right to physically verify the proposed infrastructure and training locations.

Professional Qualification & Technical Qualification Criteria

A major eligibility condition is that the bidder must already be an empanelled Training Partner Institution of Bank of Maharashtra under the EOI for training partner empanelment referenced as BOM/TP_Empanelment/EOI/01/2024-25 dated 21 June 2024.

The RFP explicitly states that bids from non-empanelled bidders will be rejected.

Technical Evaluation

The RFP provides a 100-mark technical evaluation framework:

Technical Parameter

Maximum Marks

Presentation by vendor on Bank-selected topic

25

Number of participants that can be trained/accommodated simultaneously

20

Infrastructure specifications

30

Number of training locations

10

Prior experience of conducting Bank of Maharashtra training programmes

15

Total

100

For capacity, an institution capable of training/accommodating more than 400 participants receives 20 marks, 300–400 receives 15 marks and below 300 receives 5 marks. Infrastructure is evaluated against Annexure E.

The RFP also states that the Bank may conduct site visits, seek documentary evidence, request demonstrations or technical presentations and obtain feedback from existing customers.

Technical Cut-Off — Important Observation

There is an apparent inconsistency within the supplied documents:

  1. The GeM bid details indicate a 70-mark qualifying threshold and 70:30 technical-to-financial QCBS weighting.
  2. The RFP's Annexure 16 says a 60-mark minimum in one section, while the subsequent page states that bidders must score 70% or above to qualify.

For a public tender update, the safest wording is: “Bidders must meet the technical qualifying threshold prescribed by the Bank/GeM and should verify the applicable qualification threshold in the latest bid/ATC before submission.” The underlying technical evaluation matrix and subsequent qualification provision are contained in pages 51–52 of the RFP.

Eligibility Criteria

The principal eligibility requirement is:

Only Bank of Maharashtra's empanelled Training Partner Institutions are eligible.

The empanelment must have been obtained under the Bank's cited EOI dated 21 June 2024. Non-empanelled bidders are liable to rejection.

Other important compliance requirements include:

  1. Authorised signatory must be designated by the bidder.
  2. Bidder information must be supported with documentary evidence.
  3. GST and PAN details are required.
  4. Past experience details must be submitted.
  5. Infrastructure availability must be declared.
  6. Proposed training locations must be disclosed.
  7. Faculty details must be submitted.
  8. The bidder must provide an undertaking regarding non-blacklisting.
  9. The bidder must provide an undertaking regarding not being declared NPA.
  10. The bidder must comply with the tender's confidentiality, statutory and regulatory requirements.

The bidder information form specifically asks for company turnover, net worth and net profit for FY 2023-24, FY 2024-25 and FY 2025-26, as well as experience, infrastructure and banking relationships.

Criteria

Minimum Average Annual Turnover

No numeric minimum average annual turnover requirement is stated in the accessible RFP text supplied with the documents.

The bidder is required to disclose turnover for FY 2023-24, FY 2024-25 and FY 2025-26, but the RFP does not specify a minimum turnover figure in the accessible section.

The GeM bid indicates that bidder turnover criteria/documents are requested through the buyer-added ATC. However, the separate uploaded ATC files available in the supplied material are marked “Restricted – Please refer to buyer added ATC”, so a numeric turnover threshold cannot be reliably stated from those files.

Net Worth Requirement

No specific minimum net worth amount is stated in the accessible RFP.

The RFP requires disclosure of net worth for FY 2023-24, FY 2024-25 and FY 2025-26, but does not provide a minimum numeric threshold in the accessible document.

Minimum Experience

No fixed minimum number of years of experience is expressly stated in the accessible RFP.

However, bidders must provide details and supporting evidence of past similar projects. The RFP's technical evaluation also awards marks for prior experience of conducting training programmes for Bank of Maharashtra. Supporting documents such as purchase orders, credential letters, agreements and proof of completion are required.

Financial & Eligibility Summary Table

Requirement

Details

Minimum Average Annual Turnover

Not numerically specified in accessible RFP; turnover for FY 2023-24, FY 2024-25 & FY 2025-26 must be disclosed

Net Worth Requirement

No minimum amount stated in accessible RFP; three years' net worth must be disclosed

Minimum Experience

No fixed minimum years stated; relevant past project experience and documentary proof required

Core Eligibility

Only Bank of Maharashtra empanelled Training Partner Institutions

Submission Mode

Online – GeM Portal

EMD Exemption

Yes, subject to applicable Government/GeM conditions and supporting documents

EMD Amount

₹1,00,000

Tender Fee

Not specified in supplied RFP

EMD Mode

Both permitted: online RTGS/internet banking under Buyer-added ATC; offline instruments including DD/FDR/Banker's Cheque/BG subject to tender conditions

Estimated Cost / Bid Value

₹1,28,00,000 (₹1.28 Crore) inclusive of taxes as shown on GeM

Industry

Education & Training / Professional Training Services / Banking & Financial Services Training

Performance Security

5% of contract value, subject to applicable Government guidelines

The GeM bid records an estimated bid value of ₹12,800,000, i.e. ₹1.28 crore, and an EMD of ₹1,00,000.

EMD Details and Exemption

The EMD requirement is ₹1 lakh. The RFP states that EMD is required and that offers without the required EMD may be rejected. It permits submission through Demand Draft or Bank Guarantee under the main RFP provisions.

The GeM Buyer Added Terms additionally permit EMD through:

  1. Account Payee Demand Draft
  2. Fixed Deposit Receipt
  3. Banker's Cheque
  4. Online payment through RTGS/internet banking

For DD/FDR/Banker's Cheque, the bidder is required to upload proof with the bid and deliver the relevant hard copy within the prescribed period.

EMD Exemption

EMD exemption is available to eligible categories under the applicable Government/GeM provisions, including qualifying MSE/service providers, eligible startups and other categories specified by the tender conditions. Supporting evidence must be furnished.

The RFP also identifies categories including qualifying MSEs, recognised startups, NSIC/DIC-registered MSEs, certain vendor-assessed sellers, service providers with annual turnover of ₹500 crore or more, Central/State PSUs and other designated categories.

Tender Fee

Tender Fee: Not specified in the supplied accessible RFP documents.

The document does contain an annexure relating to cost waiver for MSE/NSIC firms, but it does not establish a specific tender-fee amount in the accessible material. Therefore, SkillCouncils.com should avoid publishing an assumed tender fee.

Submission Guidelines

The tender follows a Two-Bid System, comprising:

  1. Technical Bid
  2. Commercial Bid

Both are to be submitted online through the GeM Portal.

Key submission requirements include:

  1. Submit the Technical Bid and Commercial Bid through GeM.
  2. Do not include price information in the Technical Bid.
  3. Submit the commercial bid without conditions.
  4. Provide all required eligibility credentials and supporting documents.
  5. Complete all prescribed annexures and formats.
  6. Stamp and sign schedules and annexures through the authorised official.
  7. Submit an authorisation letter for the authorised signatory.
  8. Submit the RFP duly stamped/signed as required.
  9. Ensure technical eligibility credentials are clearly and properly arranged.
  10. Upload supporting proof for experience, infrastructure and other qualifications.
  11. Submit EMD documentation/proof in the prescribed manner.

The RFP states that all schedules, formats and annexures should be stamped and signed by the authorised official and that the Technical Bid must not contain price information.

Document Checklist for Bidders

The RFP's Annexure 1 – Checklist of Documents to be Submitted lists the principal submission documents.

Technical Bid Checklist

  1. Annexure 1 – Checklist of Documents to be Submitted
  2. Annexure 2 – Format for Pre-Bid Queries
  3. Annexure 3 – Tender Offer Cover Letter
  4. Annexure 4 – Details of the Bidder
  5. Annexure 5 – Details of Past Experiences of Handling Similar Projects
  6. Annexure 6 – Compliance Certificate
  7. Annexure 7 – Performance Bank Guarantee format
  8. Annexure 8 – Letter for Refund of EMD
  9. Annexure 9 – List of Deviations Requested
  10. Annexure 10 – Bid Form
  11. Annexure 11 – Undertaking for Non-Blacklisting
  12. Annexure 12 – Conformity with Hard Copy Letter
  13. Annexure 13 – Undertaking for Not Being NPA
  14. Annexure 14 – BG Format for EMD
  15. Annexure 15 – Certificate for Cost Waiver for MSE/NSIC Firms
  16. Annexure 16 – Technical Evaluation Criteria
  17. Annexure A – Scope of Work
  18. Annexure B – Commercial Bid Format
  19. Annexure C – Payment Terms
  20. Annexure D – Project Timelines
  21. Annexure E – Infrastructure Specifications
  22. Annexure F – Declaration for Proposed Training Locations
  23. Annexure G – Declaration of Faculty

Supporting Documents to Keep Ready

In addition to the prescribed formats, bidders should prepare:

  1. GST registration details
  2. PAN
  3. Company/organisation constitution details
  4. Authorisation for signatory
  5. Audited financial information supporting turnover/net worth/net profit
  6. Past work orders/purchase orders
  7. Completion certificates/credential letters
  8. Client references
  9. Training infrastructure evidence
  10. Training-location ownership/lease/third-party agreement
  11. Faculty CVs/profile details
  12. Banking-sector experience evidence
  13. MSE/Startup/NSIC/DIC certificates where exemption is claimed
  14. EMD proof or exemption documentation

The past-experience annexure specifically calls for supporting documents such as credential letters, purchase orders, proof of completion and agreements.

Faculty Requirements

The bidder is required to declare trainers/faculty members having prior experience of working with Scheduled Commercial Banks.

The RFP requires disclosure of banking experience and teaching experience and states that these trainers should be available for designing and delivering the programme. It also allows engagement of experienced banking Subject Matter Experts on an assignment basis.

A 30:1 Faculty/Trainer-to-Participant ratio must be maintained during programme design, development and delivery.

Project Timeline After Award

The selected bidder is expected to:

Activity

Timeline

Acceptance of Purchase Order

Within 3 days of PO

Training content, schedule and timetable

Within 7 days of PO acceptance

Training programme

Weekly batches

Completion of entire eligible trainee lot

Within 3–4 weeks from commencement of first batch

These timelines are subject to the Bank's directions and may be adjusted according to the actual number of eligible officers.

Performance Bank Guarantee

The successful bidder must furnish a Performance Bank Guarantee of 5% of the contract value, or the amount applicable under prevailing Government guidelines, within 7 days of receipt of the Purchase Order/Indent.

The PBG is required for the contract period plus an additional 12 months.

Commercial Bid

The commercial bid is structured around two principal components:

  1. Professional fee for providing training services.
  2. Food and hostel facilities for participating officers.

The commercial format indicates 1,600 trainees and 5 days as the indicative quantity/duration. The quoted price is to be all-inclusive excluding GST, with GST reimbursed on an actual basis subject to the tender conditions.

Tender Schedule

Event

Date / Time

Tender Published / Document Available

08 September 2026

Queries Submission Deadline

11 September 2026, up to 11:00 AM

Pre-Bid Meeting

11 September 2026, 3:00 PM – Online

RFP Closing / Last Date for Offers

22 September 2026, 5:00 PM as per RFP

GeM Bid Closing

22 September 2026, 8:00 PM as per GeM bid page

Technical Bid Opening

23 September 2026, 5:30 PM as per RFP

GeM Bid Opening

23 September 2026, 8:00 PM as per GeM bid page

The RFP directs bidders to submit through the GeM portal and provides the Bank's tender website as an additional source of tender information.

Publication caution: Because the RFP and GeM record show different closing/opening times, bidders should check the live GeM Bid No. GEM/2026/B/8013058 immediately before submission.

Tender Expert Analysis

This is a specialised training-services opportunity rather than an open-market tender for every training institute. The most important entry barrier is the requirement that the bidder must already be an empanelled Bank of Maharashtra Training Partner.

The technical evaluation places substantial emphasis on infrastructure, capacity, presentation capability, number of training locations and prior Bank of Maharashtra training experience. Infrastructure alone carries 30 marks, while the presentation carries 25 marks.

For prospective bidders, the practical priorities should therefore be:

  1. Confirm active Bank of Maharashtra empanelment.
  2. Verify the applicable technical qualifying score in the latest GeM/ATC version.
  3. Demonstrate capacity for up to 400 participants or more where available.
  4. Ensure classrooms and residential facilities satisfy Annexure E.
  5. Prepare evidence of previous banking-sector training assignments.
  6. Prepare detailed faculty profiles, particularly Scheduled Commercial Bank experience.
  7. Ensure all locations and facilities can be physically verified.
  8. Keep EMD/exemption documentation ready.
  9. Review the buyer-added ATC carefully because the supplied ATC attachments are restricted.
  10. Resolve the difference between the RFP and GeM deadline times before submission.

The Bank also reserves the right to visit proposed locations and reference sites and may use customer feedback as part of its technical assessment.

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Minimum Average annual Turnover Not Specified
Net Worth Not Specified
Minimum Experience Not Specified
Submission Mode Online
EMD Exemption Yes
Tender Fee (Number) Not Specified
EMD (Number) ₹1,00,000
Mode of EMD Offline
Estimated Cost ₹1,28,00,000
Start Date of Document Collection 08 September 2026
Pre-Bid Meeting Date 11 September 2026 at 3:00 PM,
Last Date for Submission 22 September 2026 up to 5:00 PM
Opening Date 23 September 2026 at 5:30 PM
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