Procurement Tools and Templates

The delivery of cash assistance often requires a third party such as a bank, a mobile phone company or a voucher vendor to be integrated into the process to deliver to the “last mile”.  The selection and the evaluation of these suppliers is critical as their performance has a direct impact on the quality of the assistance.  Procurement processes help to ensure that the appropriate supplier is selected, and allow to manage risks and to offer a set of checks and balances. They are key to select services that enable recipients to receive the right assistance in the right way, have sufficient cash out points and liquidity, can reach people in a timely manner, are compliant with local financial regulations, and have sufficient coverage.

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© Kathy Mueller/IFRC

An  online course to build or refresh skills related to procuring financial services providers to deliver CVA is now available to staff and volunteers of the Movement (supporting programme, logistics and/or procurement):

01 Jun 2019

Type: Infographic

Organisation: ICRC

This summary document provides an overview of the steps for cash transfer tendering processes and the order in which these are performed to be compliant with procurement processes of the ICRC.

  • Procurement Tools and Templates

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01 Jan 2019

Type: Tool

Organisation: IFRC

A tool to allow the formal, transparent and objective evaluation of Financial Service Providers (FSPs) and their services against the requirements of the Movement in terms of: financial health, service offering and costs. The headings match with those in the FSP Response sheet.

  • Procurement Tools and Templates

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01 Jan 2019

Type: Template

Organisation: IFRC

A tool to allow the formal, transparent and objective evaluation of traders and voucher vendors and their services against the requirements of the Movement in terms of: experience, service offering and costs. The headings match with those in the Voucher Vendor Response sheet.

  • Procurement Tools and Templates

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01 Jan 2019

Type: Tool

Organisation: IFRC

The supplier will return this as part of their bid, to explain what they are able to provide against our list of requirements, which can be mandatory or preferred. Too many mandatory requirements might mean a failed bid if no supplier can achieve them all. This document must be as comprehensive and realistic as possible and it will form part of the contract in the services section. The Cash in Emergencies (CiE) Toolkit delivery mechanism checklists can offer other relevant information that can be included in this document.

  • Procurement Tools and Templates

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01 Jan 2019

Type: Tool

Organisation: IFRC

This key document should be sent to the supplier with details of the specific services we are requesting. The supplier will return this as part of their bid, to explain what they are able to provide against our list of requirements, which can be mandatory or preferred. Too many mandatory requirements might mean a failed bid if no supplier can achieve them all. This document must be as comprehensive and realistic as possible and it will form part of the contract in the services section. The Cash in Emergencies (CiE) Toolkit Voucher Box offers other releavant tools.

  • Procurement Tools and Templates

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01 Jan 2019

Type: Tool

Organisation: IFRC

This template helps explaining to a supplier how a generic product related to the distribution of CVA should be created, offering an example and the layout and design to be adapted to the programme and the context. It is important to consider that the cost and lead-time of a customised product may considerably slow down the speed and scale of implementation.

  • Procurement Tools and Templates

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