Tender Details

Country: USA
Summary: Dfc Client Protection Procedures Training & Implementation - Pre-Solicitation Meeting
UST Ref No: 100912844
Deadline: 16 May 2024
Financier: Self Financed
Purchaser Ownership: Government
Tender Value: Refer Document
Notice Type: Tender
Document Ref. No.: REQ-24-0216
Purchaser's Detail:
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Description:
Description
The U.S. International Development Finance Corporation (DFC) is financing solutions to the most critical challenges facing the developing world today. This notice advertises an upcoming pre-solicitation meeting for a DFC requirement.

Background

Client protection principles (CPPs) are the minimum standards that end-clients should expect to receive when doing business with a financial service provider or embedded finance companies that are providing products to consumers on credit (e.g., off-grid solar companies).

Although the CPPs were initially developed for the microfinance industry, the CPPs can be applied to all banking and non-banking financial institutions and companies providing finance to natural persons and/or micro-enterprises, including (but not limited to) banking and non-banking financial institutions providing microfinance, consumer finance, micro-leasing, digital credit, and companies selling on credit (e.g., financial intermediary in the off-grid solar sector).

DFC has examined CPP best practices and incorporated an internal strategy designed to assess client protection risk, provide a tailored analysis for each financial service provider to determine alignment to best CPP practices, and inform DFC investment committee decisions.

Requirement

DFC requires a contractor to recommend and implement a comprehensive plan to further incorporate appropriate CPP strategy into the DFC investment process, from origination through underwriting, informed by benchmarking against other development finance institutions. The contractor shall also subsequently provide various interactive training courses to educate responsible parties on their roles and responsibilities, to include detailed training on the CERISE+SPTF client protection auditing process and interpretation of data submitted in the CERISE+SPTF Client Protection Self-Assessment.

Please see the draft statement of work attached.br...
Documents:

DFC-CPP-Implementation-and-Training-draft-SOW-05.06.24.docx

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Dfc Client Protection Procedures Training & Implementation - Pre-Solicitation Meeting - USA Tender

The UNITED STATES INTERNATIONAL DEVELOPMENT FINANCE CORPORATION, a Government sector organization in USA, has announced a new tender for Dfc Client Protection Procedures Training & Implementation - Pre-Solicitation Meeting. This tender is published on USARFP under UST Ref No: 100912844 and is categorized as a Tender. Interested and eligible suppliers are invited to participate by reviewing the tender documents and submitting their bids before the deadline on 2024-05-16.

The estimated tender value is Refer Document, and full details, including technical specifications and submission requirements, are provided in the official tender documents. Ensure all submissions meet the criteria outlined to be considered for evaluation.