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Request For Proposal (Finance)

Request For Proposal (Finance) Template for Hong Kong

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Key Requirements PROMPT example:

Request For Proposal (Finance)

"I need a Request for Proposal (Finance) template for sourcing a new core banking system provider in Hong Kong, with emphasis on HKMA compliance requirements and cloud security standards, to be issued by March 2025."

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Document background
The Request For Proposal (Finance) is a critical document used by financial institutions in Hong Kong when seeking to procure significant financial services, products, or solutions from external vendors. It is particularly relevant in scenarios requiring formal competitive bidding processes, such as system implementations, outsourcing arrangements, or major service contracts. The document ensures compliance with Hong Kong Monetary Authority (HKMA) guidelines, Securities and Futures Commission (SFC) regulations, and other relevant financial sector requirements. It typically includes comprehensive details about technical specifications, service requirements, evaluation criteria, pricing structures, and compliance obligations. This RFP template is designed to facilitate transparent vendor selection while maintaining regulatory compliance and risk management standards specific to Hong Kong's financial sector.
Suggested Sections

1. Introduction: Overview of the organization issuing the RFP and high-level purpose of the procurement

2. Project Overview: Detailed description of the financial services or products being procured

3. Scope of Services: Specific requirements, deliverables, and expectations from the service provider

4. Submission Requirements: Detailed instructions for proposal submission, including format, deadline, and contact information

5. Evaluation Criteria: Clear explanation of how proposals will be evaluated and weighted scoring criteria

6. Timeline: Key dates including submission deadline, evaluation period, selection notification, and project implementation

7. Terms and Conditions: Legal requirements, contractual obligations, and compliance requirements

8. Budget and Pricing Requirements: Guidelines for cost proposals and pricing structure expectations

9. Regulatory Compliance Requirements: Specific Hong Kong regulatory requirements and compliance standards that must be met

10. Response Format: Required structure and organization of vendor responses

Optional Sections

1. Pre-qualification Requirements: Specific criteria that vendors must meet to be eligible for consideration, used when specialized credentials are required

2. Security Requirements: Detailed IT security and data protection requirements, included when handling sensitive financial data

3. Service Level Agreements: Specific performance metrics and service levels, included for operational services

4. Innovation and Value-Add: Section for vendors to propose additional services or innovative solutions, used for complex projects

5. Transition and Implementation: Detailed requirements for service transition and implementation, included for complex operational services

6. Environmental, Social and Governance (ESG): ESG requirements and reporting expectations, included when sustainability is a key consideration

7. Business Continuity Requirements: Disaster recovery and business continuity expectations, included for critical services

Suggested Schedules

1. Schedule A - Technical Requirements: Detailed technical specifications and requirements

2. Schedule B - Pricing Template: Standardized format for submission of pricing information

3. Schedule C - Service Level Requirements: Detailed service levels and performance metrics

4. Schedule D - Compliance Checklist: Checklist of regulatory and compliance requirements

5. Schedule E - Response Templates: Standard templates for structured responses

6. Appendix 1 - Standard Terms and Conditions: Standard legal terms and conditions

7. Appendix 2 - Non-Disclosure Agreement: Confidentiality agreement for participating vendors

8. Appendix 3 - Vendor Questionnaire: Detailed questionnaire for vendor capabilities and experience

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions


















































Clauses




































Relevant Industries

Banking

Insurance

Asset Management

Investment Banking

Financial Technology

Payment Services

Wealth Management

Securities Trading

Risk Management

Financial Consulting

Relevant Teams

Procurement

Finance

Legal

Compliance

Risk Management

Information Technology

Operations

Vendor Management

Project Management

Internal Audit

Relevant Roles

Procurement Manager

Chief Financial Officer

Chief Technology Officer

Risk Management Officer

Compliance Officer

Finance Director

Project Manager

Vendor Management Specialist

Operations Director

Legal Counsel

Finance Manager

IT Director

Chief Operating Officer

Sourcing Manager

Financial Controller

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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