The Request for Proposal (Finance) is a crucial procurement document used when organizations in Indonesia seek to acquire significant financial services or solutions. This document type is particularly important in the Indonesian market where financial services must comply with both OJK regulations and Islamic banking principles where applicable. The RFP process ensures transparency and fair competition as required by Indonesian procurement laws, while also providing a structured framework for evaluating potential financial service providers. It is commonly used for procuring banking services, investment management, financial advisory, payment solutions, or other financial services where detailed technical and commercial proposals are required. The document must align with Presidential Regulation No. 16 of 2018 on Government Procurement and other relevant financial sector regulations.
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1. Introduction: Overview of the organization issuing the RFP and the purpose of the procurement
2. RFP Summary: Brief overview of the financial services required and key dates
3. Instructions to Bidders: Detailed guidelines on proposal submission, format, deadlines, and communication protocols
4. Scope of Services: Comprehensive description of the financial services required, including specifications, volumes, and performance expectations
5. Qualification Requirements: Minimum eligibility criteria, including licenses, certifications, and experience requirements
6. Evaluation Criteria: Detailed breakdown of how proposals will be evaluated, including scoring methodology
7. Submission Requirements: Specific documents, forms, and information required in the proposal
8. Terms and Conditions: Standard and specific contractual terms that will govern the relationship
9. Timeline and Process: Key dates, milestones, and selection process details
1. Pre-Bid Conference: Details about pre-bid meetings and site visits, if applicable
2. Local Content Requirements: Specifications for local content or partnership requirements under Indonesian law
3. Security Requirements: Special security or compliance requirements for financial data handling
4. Technical Infrastructure: Specific technical or system requirements for financial service delivery
5. Transition Plan Requirements: Requirements for service transition if replacing existing provider
6. Environmental and Social Requirements: Sustainability and social responsibility requirements, if applicable
7. Insurance Requirements: Specific insurance coverage requirements beyond standard provisions
1. Schedule A - Pricing Template: Standardized format for submitting pricing proposals
2. Schedule B - Service Level Requirements: Detailed service levels and performance metrics
3. Schedule C - Required Forms: Standard forms required for proposal submission
4. Schedule D - Draft Contract: Proposed contract terms and conditions
5. Schedule E - Technical Requirements: Detailed technical specifications and requirements
6. Appendix 1 - Compliance Checklist: Checklist of regulatory and RFP requirements
7. Appendix 2 - Reference Format: Template for submitting client references
8. Appendix 3 - Financial Statement Template: Format for submitting financial information
Relevant legal definitions
Clauses
Relevant Industries
Banking
Insurance
Investment Management
Financial Technology
Payment Services
Corporate Finance
Asset Management
Treasury Services
Risk Management
Financial Advisory
Capital Markets
Microfinance
Relevant Teams
Finance
Procurement
Legal
Compliance
Risk Management
Treasury
Operations
Internal Audit
Project Management
Business Development
Strategy
Investment
Relevant Roles
Chief Financial Officer
Finance Director
Procurement Manager
Financial Controller
Treasury Manager
Risk Manager
Compliance Officer
Legal Counsel
Financial Analyst
Procurement Specialist
Contract Manager
Business Development Manager
Project Finance Manager
Investment Manager
Financial Services Director
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