A set of templates for submitting competitive bids and quotations that include the recommended pricing strategy and cost estimates
Neftaly Documents Required from Employees
Bidding and Proposal Templates
Incorporating SCMR-1 (January) Cost Data and Quarterly Pricing Strategies
???? Purpose:
The Bidding and Proposal Templates are standardized, formal documents that enable Neftaly employees—especially in the Business Development, Sales, Procurement, and Projects Teams—to prepare professional, accurate, and competitive quotations or bids for clients, partners, and tenders.
Each bid must reflect:
- The most up-to-date cost estimates from the SCMR-1 (January) report
- Strategic pricing decisions approved in the Neftaly Quarterly Costing and Pricing Strategies
These templates ensure consistency, transparency, and alignment with Neftaly’s profitability goals while meeting client expectations and market competitiveness.
???? 1. Key Components of the Bidding and Proposal Templates
Each submission must use the latest Neftaly Bidding Template (BID-TEMP-SCMR), which consists of the following sections:
???? 1.1 Cover Letter / Executive Summary
A brief overview of:
- The purpose of the proposal
- Overview of Neftaly’s value proposition
- Statement of compliance with bid requirements (if applicable)
- Contact information for follow-up
???? 1.2 Cost and Pricing Breakdown (Linked to SCMR-1 Data)
This section must include detailed cost components and final pricing recommendations.
Required Inclusions:
- Direct Costs (from January SCMR-1):
- Materials, labor, project-specific costs
- Indirect Costs:
- Overhead allocation, administrative charges, transport/logistics
- Markup Strategy (derived from pricing strategy document)
- Unit Pricing and Total Cost for the client
Table Example:
| Item/Service | Qty | Unit Cost (SCMR-1) | Markup % | Final Unit Price | Total Price |
|---|---|---|---|---|---|
| Training Workshop A | 3 | R1,200.00 | 25% | R1,500.00 | R4,500.00 |
| Custom Software Dev | 1 | R35,000.00 | 20% | R42,000.00 | R42,000.00 |
???? 1.3 Justification of Pricing Strategy
Provide a clear rationale for how pricing was calculated and why it is competitive.
Include:
- Reference to Quarterly Pricing Strategy document
- Comparative analysis vs. market/competitor rates
- Cost-based and value-based pricing justifications
- Any relevant risk factors affecting pricing (e.g. resource scarcity, inflation)
???? 1.4 Scope of Work / Deliverables
Breakdown of services or products being offered.
Should Detail:
- Description of each deliverable
- Timelines and milestones
- Client responsibilities (if any)
- Delivery method or location
???? 1.5 Timeline and Work Plan
Structured implementation schedule that aligns with client needs.
Example Table:
| Milestone | Description | Responsible | Start Date | End Date |
|---|---|---|---|---|
| Phase 1 | Needs Analysis | Project Manager | Feb 5 | Feb 12 |
| Phase 2 | Delivery of Workshops | Facilitator Team | Feb 15 | Feb 28 |
✅ 1.6 Terms and Conditions
Clearly define Neftaly’s commercial and legal terms.
Include:
- Payment terms (e.g., 50% upfront, 50% on completion)
- Validity period of the proposal (usually 30–90 days)
- Cancellation and refund policies
- Ownership of deliverables/IP
- Confidentiality clauses
???? 1.7 Required Attachments
Ensure the following documents are appended:
| Document | Source | Mandatory? |
|---|---|---|
| Latest SCMR-1 Report Extract | Finance Department | ✅ |
| Market Research Summary | Marketing Team | ✅ |
| Approval Sheet for Pricing | Pricing Team / Finance | ✅ |
| Neftaly Company Profile | Marketing or BizDev | ✅ |
| Legal Disclaimers | Legal Department | ✅ |
| BBBEE Certificate / Compliance Docs (SA Tenders) | HR / Compliance | As Required |
| VAT Registration & Bank Details | Finance | ✅ |
???? Submission & Review Process
???? Internal Workflow Before External Submission:
- Draft Proposal using BID-TEMP-SCMR
- Attach Supporting Cost & Pricing Data (SCMR-1 + Pricing Strategy)
- Internal Review by Department Head (Finance and Business Development)
- Final Approval from Executive Team (COO/CFO)
- Submission to Client / Bid Portal
✅ Employee Submission Checklist
| Document | Responsible | Format | Due Date |
|---|---|---|---|
| Completed Proposal Template | Business Development Officer | Word/PDF | Before client deadline |
| Cost Estimates from SCMR-1 | Finance | Excel/PDF Appendix | Attached to proposal |
| Pricing Strategy Reference | Pricing Analyst | Attached to proposal | |
| Signed Approvals | Project Lead & Finance | Digital/PDF | Prior to submission |
???? Template Access & Storage
All updated Bidding and Proposal Templates are available in the Neftaly Internal Document Repository:Shared Drive > Proposals > Templates > BID-TEMP-SCMR
File Naming Convention:BidProposal_[ClientName]_[ServiceType]_Q1_2025_Neftaly.pdf
