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1. Introduction: Overview of the requesting organization and the purpose of the RFP
2. Project Overview: High-level description of the financial services or products being sought
3. Background: Detailed context of the organization's current situation and reasons for the RFP
4. Scope of Services: Detailed description of the required financial services, deliverables, and expectations
5. Timeline: Key dates including submission deadline, evaluation period, and project implementation schedule
6. Submission Requirements: Detailed instructions for proposal submission, including format, content, and delivery method
7. Evaluation Criteria: Clear description of how proposals will be evaluated and weighted
8. Terms and Conditions: Legal framework governing the RFP process and subsequent engagement
9. Contact Information: Details of the RFP coordinator and process for submitting questions
1. Pre-qualification Requirements: Specific criteria that must be met to be eligible to submit a proposal, used when specific licenses or certifications are required
2. Sustainability Requirements: Environmental, social, and governance (ESG) criteria, used when sustainability is a key factor
3. Innovation Component: Section for proposing innovative solutions beyond the basic requirements, used when seeking creative approaches
4. Local Content Requirements: Requirements for local presence or partnerships, used when local market knowledge is essential
5. Alternative Proposals: Guidelines for submitting alternative solutions, used when open to different approaches
6. Transition Planning: Requirements for transition from current service providers, used when replacing existing services
1. Appendix A - Technical Requirements: Detailed technical specifications and requirements
2. Appendix B - Pricing Template: Standardized format for submitting pricing information
3. Appendix C - Service Level Requirements: Detailed service levels and performance metrics
4. Appendix D - Compliance Questionnaire: Regulatory and compliance requirements questionnaire
5. Appendix E - Due Diligence Requirements: List of required due diligence documentation
6. Appendix F - Draft Contract Terms: Proposed terms and conditions for the final agreement
7. Appendix G - Non-Disclosure Agreement: Confidentiality terms for participating in the RFP process
8. Appendix H - Reference Template: Format for submitting client references
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