The Request For Proposal Asset Management document is a crucial procurement tool used in South Africa when organizations seek to appoint professional asset management services. It is typically used when entities require comprehensive asset management solutions, whether for financial assets, physical assets, or a combination thereof. The document must comply with South African legislation, including the Public Finance Management Act (PFMA), Preferential Procurement Policy Framework Act (PPPFA), and B-BBEE requirements. It includes detailed service specifications, evaluation methodology, compliance requirements, and terms and conditions specific to the South African context. This document is particularly important for ensuring transparent and fair competition while meeting regulatory requirements and organizational objectives in asset management procurement.
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1. Introduction: Overview of the organization issuing the RFP and general purpose of the procurement
2. Background: Detailed context of the organization's current asset management situation and reasons for seeking services
3. Definitions and Interpretation: Clear definitions of all technical and legal terms used in the document
4. Scope of Services Required: Detailed description of asset management services required, including asset classes, portfolio size, and specific requirements
5. Mandatory Requirements: Non-negotiable requirements including regulatory compliance, B-BBEE status, licenses, and certifications
6. Submission Requirements: Detailed instructions for proposal submission, including format, deadline, and contact information
7. Evaluation Process and Criteria: Detailed explanation of how proposals will be evaluated, including scoring methodology and weightings
8. Timeline: Key dates including briefing sessions, submission deadline, evaluation period, and expected appointment date
9. Terms and Conditions: Legal requirements, confidentiality obligations, and general terms governing the RFP process
10. Pricing Requirements: Instructions for fee proposals, including format requirements and what costs should be included
1. Site Visit Requirements: Details of mandatory or optional site visits - include when physical asset inspection is necessary
2. Technical Requirements: Specific technical requirements for systems and technology - include when technology integration is part of scope
3. Transition Requirements: Requirements for transitioning from current service provider - include when there's an incumbent provider
4. Environmental, Social and Governance Criteria: Specific ESG requirements - include when ESG is a key consideration in asset management strategy
5. International Services Requirements: Requirements for international asset management - include when portfolio includes offshore assets
6. Consortium Guidelines: Guidelines for consortium or joint venture submissions - include when consortium bids are acceptable
1. Schedule A - Scope of Services: Detailed breakdown of required services, deliverables, and performance expectations
2. Schedule B - Pricing Template: Standardized template for fee proposals to ensure comparable submissions
3. Schedule C - Compliance Checklist: Checklist of all mandatory requirements and necessary attachments
4. Schedule D - Draft Service Level Agreement: Proposed terms of the service level agreement to be entered into with successful bidder
5. Schedule E - B-BBEE Requirements: Detailed B-BBEE requirements and scoring criteria
6. Appendix 1 - Current Asset Portfolio: Overview of current asset portfolio structure and composition
7. Appendix 2 - Technical Specifications: Detailed technical requirements and specifications
8. Appendix 3 - Required Forms: All forms that must be completed as part of the proposal submission
Relevant legal definitions
Acceptable Proposal
Affiliate
Agreement
Applicable Laws
Asset Class
Asset Management Services
Assets Under Management
Authorized Representative
B-BBEE
B-BBEE Level
Benchmark
Bid
Bidder
Business Day
Client
Closing Date
Commencement Date
Confidential Information
Consortium
Contract
Contract Period
Control
Deliverables
Due Date
Effective Date
Evaluation Criteria
FAIS Act
Fee Proposal
Financial Year
Force Majeure
FSP License
Intellectual Property
Investment Guidelines
Investment Mandate
Investment Strategy
Joint Venture
Key Personnel
Mandate
Material Adverse Change
Non-Disclosure Agreement
Parties
PFMA
Portfolio
Preferred Bidder
Prohibited Practices
Proposal
Regulatory Authority
Related Party
Response
RFP
Risk Management
Schedule
Service Level Agreement
Service Provider
Services
Submission
Sub-contractor
Technical Proposal
Tender
Term
Terms of Reference
Third Party
Affiliate
Agreement
Applicable Laws
Asset Class
Asset Management Services
Assets Under Management
Authorized Representative
B-BBEE
B-BBEE Level
Benchmark
Bid
Bidder
Business Day
Client
Closing Date
Commencement Date
Confidential Information
Consortium
Contract
Contract Period
Control
Deliverables
Due Date
Effective Date
Evaluation Criteria
FAIS Act
Fee Proposal
Financial Year
Force Majeure
FSP License
Intellectual Property
Investment Guidelines
Investment Mandate
Investment Strategy
Joint Venture
Key Personnel
Mandate
Material Adverse Change
Non-Disclosure Agreement
Parties
PFMA
Portfolio
Preferred Bidder
Prohibited Practices
Proposal
Regulatory Authority
Related Party
Response
RFP
Risk Management
Schedule
Service Level Agreement
Service Provider
Services
Submission
Sub-contractor
Technical Proposal
Tender
Term
Terms of Reference
Third Party
Clauses
Instructions to Bidders
Eligibility Requirements
Scope of Services
Duration of Services
Submission Requirements
Evaluation Criteria
B-BBEE Requirements
Technical Requirements
Financial Requirements
Compliance Requirements
Confidentiality
Conflict of Interest
Anti-Corruption
Data Protection
Intellectual Property
Legal Compliance
Regulatory Compliance
Service Level Requirements
Performance Standards
Reporting Requirements
Risk Management
Fee Structure
Payment Terms
Insurance Requirements
Professional Indemnity
Warranties and Representations
Force Majeure
Termination
Dispute Resolution
Governing Law
Communication Protocol
Amendment Process
Bid Validity
Sub-contracting
Joint Venture Provisions
Personnel Requirements
Technology Requirements
Transition Requirements
Environmental, Social and Governance
Asset Custody
Investment Restrictions
Portfolio Management
Documentation Requirements
Due Diligence Process
Eligibility Requirements
Scope of Services
Duration of Services
Submission Requirements
Evaluation Criteria
B-BBEE Requirements
Technical Requirements
Financial Requirements
Compliance Requirements
Confidentiality
Conflict of Interest
Anti-Corruption
Data Protection
Intellectual Property
Legal Compliance
Regulatory Compliance
Service Level Requirements
Performance Standards
Reporting Requirements
Risk Management
Fee Structure
Payment Terms
Insurance Requirements
Professional Indemnity
Warranties and Representations
Force Majeure
Termination
Dispute Resolution
Governing Law
Communication Protocol
Amendment Process
Bid Validity
Sub-contracting
Joint Venture Provisions
Personnel Requirements
Technology Requirements
Transition Requirements
Environmental, Social and Governance
Asset Custody
Investment Restrictions
Portfolio Management
Documentation Requirements
Due Diligence Process
Relevant Industries
Financial Services
Public Sector
Pension Funds
Insurance
Banking
Investment Management
Mining
Manufacturing
Energy
Telecommunications
Healthcare
Education
Real Estate
Infrastructure
Transportation
Relevant Teams
Legal
Finance
Procurement
Compliance
Risk Management
Investment
Operations
Treasury
Asset Management
Due Diligence
Technical Evaluation
Contract Administration
Relevant Roles
Chief Financial Officer
Procurement Manager
Asset Manager
Investment Director
Financial Manager
Legal Counsel
Compliance Officer
Risk Manager
Portfolio Manager
Investment Analyst
Procurement Officer
Contract Manager
B-BBEE Specialist
Treasury Manager
Operations Director
Due Diligence Specialist
Financial Controller
Investment Committee Member
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