Procurement of Banking Services | United Nations Development Programme

1	Step Provide guidance at all stages of bidding process.	Responsible Party Treasurer	Template/Guideline User Guidelines for RFP for Banking Services User Guidelines for RFP for Banking Services_French User Guidelines for RFP for Banking Services_Spanish RFP for Banking Services RFP for Banking Services_French RFP for Banking Services_Spanish	Explanatory Notes
2	Step Evaluate proposals	Responsible Party CO	Template/Guideline RFP Evaluation Tool RFP Evaluation Tool_French RFP Evaluation Tool_Spanish	Explanatory Notes To evaluate the proposals, follow the steps outlined in User Guidelines for RFP for Banking Services
3	Step Inform the Treasurer of the following: Start of the procurement process. List of banks recommended for participation in the bidding process. Recommendation of the local CAP as to which bank will provide best value for money.	Responsible Party CO	Template/Guideline	Explanatory Notes The Treasurer must receive this information along with a copy of the evaluation documents and the minutes of the ACP before a final decision can be taken at HQ
4	Step Evaluate, separately, the technical and financial proposals	Responsible Party CO	Template/Guideline	Explanatory Notes
5	Step Present the results to the local Committee on Contracts, Assets and Procurement (CAP)	Responsible Party CO	Template/Guideline	Explanatory Notes
6	Step Review and endorse project	Responsible Party CAP	Template/Guideline	Explanatory Notes
7	Step Recommend the change to the Treasurer	Responsible Party Business Unit Head	Template/Guideline	Explanatory Notes
8	Step Manage the bank relationship, annual review of existing or most recent bank services.	Responsible Party CO	Template/Guideline Annual Bank Services Scorecard	Explanatory Notes Bank Scorecard must be completed to evaluate services of existing banker on annual basis and a copy should be provided to the Treasurer.