Request For Proposal (Finance) Template for Switzerland

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