This Request For Proposal Asset Management template is designed for organizations in the Philippines seeking to procure professional asset management services through a structured and compliant procurement process. The document is particularly relevant when an organization needs to outsource the management of significant assets, whether physical, financial, or infrastructure-related, and requires a formal competitive bidding process. It incorporates requirements from the Philippine Government Procurement Reform Act (RA 9184), relevant BSP circulars, and international best practices in asset management. The RFP template is adaptable for both public and private sector use, including detailed evaluation criteria, technical specifications, and financial requirements. It's structured to ensure transparency, fair competition, and comprehensive assessment of potential service providers while maintaining compliance with Philippine regulatory requirements.
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1. Introduction: Overview of the requesting organization and the purpose of the RFP
2. Background: Detailed context of the asset management requirements and current situation
3. Definitions: Key terms and definitions used throughout the RFP document
4. Scope of Services: Detailed description of the asset management services required
5. Eligibility Requirements: Minimum qualifications and requirements for bidders
6. Submission Guidelines: Instructions for proposal submission, including format, deadline, and contact information
7. Technical Requirements: Specific technical capabilities and methodologies required for asset management
8. Financial Requirements: Financial proposal requirements and budget considerations
9. Evaluation Criteria: Detailed breakdown of how proposals will be evaluated and scored
10. Timeline and Milestones: Key dates and deadlines for the RFP process and project implementation
11. Terms and Conditions: Legal and contractual requirements, including compliance with Philippine laws
1. Pre-bid Conference Details: Include when a pre-bid conference will be held to address questions and clarifications
2. Site Visit Information: Include when physical asset inspection is necessary before proposal submission
3. Environmental Requirements: Include when the asset management involves significant environmental considerations
4. Technology Requirements: Include when specific software or technology solutions are required
5. Joint Venture Guidelines: Include when joint ventures or consortiums are allowed to participate
6. Local Content Requirements: Include when there are specific requirements for local participation or content
7. Alternative Proposals: Include when alternative solutions or approaches are acceptable
1. Schedule A - Asset Inventory: Detailed list and description of assets to be managed
2. Schedule B - Technical Response Templates: Standardized forms for technical proposal submission
3. Schedule C - Financial Response Templates: Standardized forms for financial proposal submission
4. Schedule D - Evaluation Matrix: Detailed scoring criteria and weightings
5. Schedule E - Draft Contract: Proposed terms and conditions of the asset management agreement
6. Schedule F - Required Forms and Certifications: Standard forms, declarations, and certificates required for submission
7. Appendix 1 - Historical Asset Performance: Historical data and performance metrics of the assets
8. Appendix 2 - Compliance Requirements: Detailed regulatory and compliance requirements
9. Appendix 3 - Service Level Requirements: Specific performance standards and service levels expected
Relevant legal definitions
Clauses
Relevant Industries
Government and Public Sector
Financial Services
Real Estate
Infrastructure
Energy and Utilities
Manufacturing
Transportation
Healthcare
Education
Telecommunications
Mining and Natural Resources
Hospitality
Retail
Relevant Teams
Procurement
Asset Management
Operations
Finance
Legal
Compliance
Risk Management
Technical Services
Project Management
Facilities Management
Investment
Property Management
Contract Administration
Sustainability
Relevant Roles
Procurement Manager
Asset Manager
Facility Manager
Chief Financial Officer
Operations Director
Technical Services Manager
Compliance Officer
Risk Manager
Legal Counsel
Project Manager
Investment Manager
Portfolio Manager
Property Manager
Infrastructure Manager
Sustainability Officer
Contract Administrator
Evaluation Committee Member
Bid Manager
Due Diligence Officer
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