The Request for Proposal (Finance) is a formal procurement document used in South Africa when organizations seek to acquire complex financial services, products, or solutions. It is designed to comply with South African procurement legislation, including the Public Finance Management Act, Preferential Procurement Policy Framework Act, and B-BBEE requirements. The document is typically used for significant financial engagements such as banking services, investment management, financial systems implementation, or advisory services. It includes detailed specifications, evaluation criteria, regulatory compliance requirements, and terms and conditions specific to the financial sector. The RFP structure ensures transparency, fair competition, and adherence to both procurement and financial sector regulations while enabling objective evaluation of potential service providers.
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1. Introduction: Overview of the organization issuing the RFP and high-level purpose of the procurement
2. Purpose and Objectives: Detailed description of what the organization aims to achieve through this procurement
3. Scope of Work: Detailed description of the required services, deliverables, and expectations
4. RFP Process and Timeline: Key dates, deadlines, and process steps including briefing sessions and submission requirements
5. Submission Requirements: Detailed instructions for proposal submission, format, and content requirements
6. Mandatory Requirements: Non-negotiable requirements including regulatory compliance, certifications, and B-BBEE requirements
7. Evaluation Criteria: Detailed breakdown of how proposals will be evaluated, including scoring methodology
8. Commercial Requirements: Pricing structure requirements, payment terms, and financial proposals
9. Legal and Compliance Requirements: Regulatory requirements, legal terms, and compliance obligations
10. Terms and Conditions: Standard terms governing the RFP process and subsequent contract
1. Pre-qualification Criteria: Used when specific pre-qualifying criteria must be met before detailed evaluation
2. Site Visit Requirements: Include when physical inspection or site visits are necessary for proposal preparation
3. Joint Venture Requirements: Include when consortium or joint venture bids are permitted or encouraged
4. Innovation and Alternative Proposals: Include when alternative or innovative solutions are welcomed
5. Transition and Implementation: Include for complex services requiring detailed transition planning
6. Environmental Requirements: Include when environmental impact considerations are relevant
7. Local Content Requirements: Include when local content or production is a consideration
1. Schedule A - Technical Requirements: Detailed technical specifications and requirements
2. Schedule B - Pricing Template: Standardized format for price submission
3. Schedule C - Response Templates: Standard forms and templates for response submission
4. Schedule D - Draft Contract: Proposed terms and conditions for the final agreement
5. Schedule E - Evaluation Matrix: Detailed scoring criteria and weightings
6. Schedule F - Compliance Checklist: Checklist of all required documents and submissions
7. Schedule G - B-BBEE Requirements: Detailed B-BBEE requirements and documentation
8. Appendix 1 - Company Information Form: Template for bidder company information
9. Appendix 2 - Reference Template: Template for submission of reference information
10. Appendix 3 - Declaration of Interest: Standard form for declaring conflicts of interest
Authors
Relevant legal definitions
Clauses
Relevant Industries
Banking
Insurance
Investment Management
Financial Technology
Asset Management
Treasury Services
Payment Services
Financial Advisory
Risk Management
Wealth Management
Capital Markets
Corporate Finance
Relevant Teams
Procurement
Finance
Legal
Risk and Compliance
Treasury
Operations
Commercial
Supply Chain
Vendor Management
Project Management
Business Analysis
Internal Audit
Strategy
Relevant Roles
Procurement Manager
Financial Director
Chief Financial Officer
Risk Manager
Compliance Officer
Legal Counsel
Treasury Manager
Financial Controller
Procurement Specialist
Bid Manager
Finance Manager
Project Manager
Commercial Manager
Supply Chain Manager
Vendor Manager
Operations Director
Business Analyst
Financial Analyst
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