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

Procurement Summary

Country : USA

Summary : Dfc Client Protection Procedures Training & Implementation - Pre-Solicitation Meeting

Deadline : 16 May 2024

Other Information

Notice Type : Tender

TOT Ref.No.: 100912844

Document Ref. No. : REQ-24-0216

Competition : ICB

Financier : Self Financed

Purchaser Ownership : Public

Tender Value : Refer Document

Purchaser's Detail

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Tender Details

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...
Active Contract Opportunity Notice ID REQ-24-0216 Related Notice Department/Ind. Agency UNITED STATES INTERNATIONAL DEVELOPMENT FINANCE CORPORATION Sub-tier UNITED STATES INTERNATIONAL DEVELOPMENT FINANCE CORPORATION Office OFFICE OF ACQUISITION
General Information
Contract Opportunity Type: Special Notice (Original)
All Dates/Times are: (UTC-04:00) EASTERN STANDARD TIME, NEW YORK, USA
Original Published Date: May 06, 2024 02:30 pm EDT
Original Response Date: May 16, 2024 09:30 am EDT
Inactive Policy: 15 days after response date
Original Inactive Date: May 31, 2024
Initiative: None

Classification
Original Set Aside:
Product Service Code: R799 - SUPPORT- MANAGEMENT: OTHER
NAICS Code: 541690 - Other Scientific and Technical Consulting Services

Place of Performance: USA

Documents

 Tender Notice

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