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Request For Proposal (Finance)

Request For Proposal (Finance) Template for India

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Key Requirements PROMPT example:

Request For Proposal (Finance)

"I need a Request For Proposal (Finance) to procure a cloud-based treasury management system for our multinational corporation, which must comply with Indian banking regulations and include integration requirements with our existing ERP system, targeting implementation by March 2025."

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Document background
The Request For Proposal (Finance) template is designed for organizations operating in India seeking to procure financial services, products, or solutions through a structured and compliant procurement process. This document type is typically used when organizations need to solicit detailed proposals for complex financial services such as banking services, investment management, financial technology solutions, or treasury services. The RFP incorporates Indian regulatory requirements, including compliance with the Indian Contract Act, 1872, Reserve Bank of India guidelines, and relevant financial sector regulations. It provides a comprehensive framework for evaluating potential service providers based on technical capability, financial stability, regulatory compliance, and commercial terms, while ensuring transparency and fairness in the selection process.
Suggested Sections

1. Introduction: Overview of the organization issuing the RFP and basic information about the procurement

2. RFP Schedule and Deadlines: Key dates including pre-bid meeting, submission deadline, evaluation period, and award notification

3. Purpose and Objectives: Detailed explanation of why the RFP is being issued and what the organization aims to achieve

4. Scope of Services: Comprehensive description of the financial services or products being procured

5. Eligibility Criteria: Minimum qualifying requirements for bidders including financial standing, regulatory compliance, and experience

6. Submission Requirements: Detailed instructions on proposal format, content requirements, and submission process

7. Evaluation Process and Criteria: Description of how proposals will be evaluated, including technical and financial scoring methodology

8. Terms and Conditions: General terms governing the RFP process and subsequent contract

9. Compliance Requirements: Regulatory and legal compliance requirements specific to financial services

10. Commercial Requirements: Pricing structure, payment terms, and financial proposal requirements

Optional Sections

1. Pre-Bid Meeting Details: Information about pre-bid conferences or meetings, used when complex requirements need detailed explanation

2. Technical Infrastructure Requirements: Detailed IT and systems requirements, included when technology integration is part of the financial service

3. Security and Data Protection: Specific security protocols and data handling requirements, necessary for services involving sensitive financial data

4. Business Continuity Requirements: Disaster recovery and business continuity requirements, important for critical financial services

5. Transition and Exit Management: Requirements for service transition and exit procedures, relevant for long-term service contracts

6. International Operations: Requirements for international services and cross-border transactions, included when services have international scope

7. Performance Service Levels: Detailed service level agreements and KPIs, necessary for ongoing service contracts

Suggested Schedules

1. Technical Proposal Template: Standardized format for technical proposal submission

2. Financial Proposal Template: Standardized format for price quotation and financial information

3. Compliance Declaration Forms: Templates for regulatory and legal compliance declarations

4. Experience Certificate Format: Template for submitting past experience and client references

5. Draft Contract Agreement: Proposed terms and conditions of the final contract

6. Non-Disclosure Agreement: Confidentiality agreement to be signed by bidders

7. Financial Statements Template: Format for submitting required financial information and metrics

8. Performance Bank Guarantee Format: Template for bank guarantee submission

9. Service Level Agreement Template: Detailed service levels and performance metrics

10. Declaration of No Conflict of Interest: Template for declaring no conflicts of interest exist

Authors

Alex Denne

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

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Acceptance
Applicable Law
Bid
Bidder
Business Day
Confidential Information
Contract
Control
Deliverables
Effective Date
Evaluation Committee
Financial Proposal
Force Majeure
Governing Law
Intellectual Property Rights
Issuing Authority
Key Personnel
Letter of Award
Material Adverse Effect
Notice
Parties
Performance Security
Pre-Bid Meeting
Project
Proposal
RFP
Related Party
Services
Service Level Agreement
Service Provider
Successful Bidder
Technical Proposal
Term
Termination Date
Third Party
Time of Essence
Working Hours
Compliance Requirements
Data Protection Laws
Financial Year
KYC Requirements
Regulatory Approvals
Security Standards
Service Levels
Liquidated Damages
Financial Institution
Payment Terms
Risk Management Framework
Authorized Representative
Bid Security
Consortium
Due Diligence
Clauses
Scope of Services
Eligibility Criteria
Bid Submission
Evaluation Process
Technical Requirements
Financial Requirements
Regulatory Compliance
Data Protection
Confidentiality
Intellectual Property Rights
Performance Security
Service Levels
Payment Terms
Risk Management
Information Security
Business Continuity
Force Majeure
Termination
Dispute Resolution
Governing Law
Anti-Money Laundering
Know Your Customer
Liability and Indemnification
Insurance
Representations and Warranties
Assignment and Subcontracting
Amendment and Modification
Notices
Ethics and Anti-Corruption
Conflict of Interest
Bid Security
Contract Award
Due Diligence
Transition and Exit Management
Audit Rights
Reporting Requirements
Non-Solicitation
Personnel Requirements
Compliance with Laws
Consortium Conditions
Price Adjustment
Relevant Industries

Banking

Financial Services

Insurance

Investment Management

Financial Technology

Corporate Treasury

Asset Management

Payment Services

Risk Management

Financial Consulting

Public Sector Finance

Private Equity

Venture Capital

Corporate Finance

Relevant Teams

Procurement

Finance

Legal

Risk Management

Compliance

Treasury

Operations

Commercial

Vendor Management

Project Management

Investment

Financial Planning & Analysis

Internal Audit

Relevant Roles

Chief Financial Officer

Head of Procurement

Financial Director

Procurement Manager

Treasury Manager

Risk Manager

Compliance Officer

Legal Counsel

Financial Controller

Investment Manager

Project Finance Manager

Vendor Management Lead

Finance Operations Manager

Bid Manager

Commercial Director

Head of Financial Planning

Chief Investment Officer

Industries
Indian Contract Act, 1872: Fundamental law governing contract formation, validity, and enforcement in India. Essential for structuring the RFP terms and conditions.
Companies Act, 2013: Regulates corporate entities and their operations in India. Relevant for corporate governance requirements and compliance matters in financial services.
General Financial Rules, 2017: Government guidelines for financial management and procurement procedures. Crucial if the RFP involves public sector entities.
Competition Act, 2002: Ensures fair competition and prevents anti-competitive practices. Relevant for bid evaluation criteria and vendor selection process.
Information Technology Act, 2000: Governs electronic records and digital signatures, crucial for e-procurement and digital submission of proposals.
Reserve Bank of India Act, 1934: Central banking regulations and financial sector oversight. Essential for financial service requirements and compliance.
Prevention of Money Laundering Act, 2002: Anti-money laundering requirements for financial services. Important for compliance requirements in financial proposals.
Arbitration and Conciliation Act, 1996: Framework for dispute resolution. Relevant for including arbitration clauses in the RFP.
The Personal Data Protection Bill (when enacted): Upcoming legislation for data protection. Important for data handling and privacy requirements in financial services.
Foreign Exchange Management Act, 1999: Regulates foreign exchange transactions. Relevant if the RFP involves international financial services or cross-border transactions.
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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