ICC Academy. Request for Proposal (RfP) ICC Academy Digital Platform

Transcription

1 Request for Proposal (RfP) ICC Academy Digital Platform Paris, 18 December 2014

2 Request for Proposal (RfP) ICC Academy Digital Platform 1. Objective of this RfP The International Chamber of Commerce (ICC) wishes to create digital platform required to provide a 360 degree view into the management, promotion and administration of all Academy activities and sales, and provide comprehensive reporting capabilities. This digital platform must be accessible remotely and must work across all devices (mobile, tablet, etc.). The platform including all component applications - should be based on globally acceptable standards and best practices that are the most suitable for the Academy. This platform must include a promotional/ecommerce website and a members area also with e- commerce capabilities (allowing sales to members and non-members and price differentiation) with a single sign on for all component applications. As part of an ongoing project, the platform needs to be extensible to enable the delivery of other products/services that may be offered in the future and must be able to effectively integrate with other applications. Additionally, as the ICC Academy will be part of the International Chamber of Commerce (ICC) the platform will require effective hosting, back-up services, performance monitoring, data migration/transparency back to ICC HQ, measurement and regular reporting. The ICC Academy is issuing this Request for Proposal (hereafter RfP) seeking proposals from IT firms to analyze, plan, design, build, test, and support this new platform, and to consider future needs and functionality. NOTE - The contracting body for this Request for Proposal will be: ICC Academy (Singapore). 2. Background and Vision The opportunity for the ICC Academy is based on the premise that the industry recognizes the role of ICC as a credible provider of specialized education. The mission of the ICC Academy is to provide a comprehensive range of educational products and services in various thematic areas. The goal of the ICC Academy is to enhance the knowledge and expertise of practitioners from a wide range of business sectors, to propose continuous learning opportunities and to promote the highest standards of professional competency. The ICC Academy serves it members with extensive resources designed to develop and sharpen the skills required for superior job performance and career advancement. 2

3 To accomplish the mission, the ICC Academy: Provides bona fide qualifications for the industry. Sets high standards for admission to the ICC Academy, including demonstrated competence through mandatory continuing professional education. Requires holders of ICC certifications to adhere to a strict code of professional conduct and ethics. Provides leadership to inspire public confidence in the integrity, objectivity, and professionalism of ICC as a trusted provider of educational programs. Summary of ICC Academy Key objectives: 1. To leverage on ICC excellence in standard-setting and policy-making to become a respected source of educational solutions for the industry. 2. To be seen as a unique, premier and one-stop shopping solution training and education provider for various categories of professionals. 3. To create an appropriate environment for the research and development and thought leadership. 4. To put in place a strategy in which individual membership is the central element). 5. To establish a global and commercially driven academy owned, controlled, governed by ICC with increased revenue opportunities for ICC as a whole to finance other core ICC activities in policy and market development. The ICC Academy leverages ICC s position of leadership in standard-setting and policy-making in the field of trade finance to create a wide range of new products and services. To do so, the ICC Academy draws on the considerable expertise of the ICC Banking Commission, the most authoritative voice in trade finance today, a group of over 600 business experts from 110 countries. The ICC Academy provides value in three ways: i. Membership: Individual professionals joins the ICC Academy as members. To attain the highest level of membership in the ICC Academy (the Fellowship level), members needs to demonstrate competence through the completion of a series of certification programmes and mandatory continuing professional education. The Academy offers valuable networking opportunities to its members. ii. Education & Training: The ICC Academy sets an international standard for testing the knowledge of those entrusted with the financing of cross-border trade. A wide range of products and services will be provided to support the ICC Academy certification 3

4 programmes, including: E-Learning; specialized publications, webinars, trainings, etc. Through ICC s global network, the ICC Academy provides specialized trainings and seminars around the world. A train-the-trainer programme will be developed to ensure that the ICC Academy provides the most competent trainers covering a wide variety of topics. iii. Research and Development: The ICC Academy is a leading provider of strategic intelligence on the trade finance industry, e.g. research, surveys, publications and industry metrics collected in databases. The Three Pillars of the Value Proposition Education R&D Networking Membership (at the individual level) The ICC Academy has the purpose of providing continuing education certifications, trainings, specialized events, research and publications to allow members to stay current on developments in trade finance. The ICC Academy credentials denote proven expertise in trade finance. Certified members will have a unique set of skills that are not found in any other career field or discipline; they will combine knowledge of complex financial transactions with an understanding of methods, international practice, and how to resolve allegations of fraud and/or disputes. Although the courses currently being developed specifically for the ICC Academy center around trade finance and banking, the areas of expertise will expand outwards to all areas of trade/business over the coming years. NOTE For a detailed look at the Certifications please see ANNEX 1 NOTE For the full list of the Online Courses (subject to change) please see ANNEX 2 NOTE For a detailed look at the Membership setup please see ANNEX 3 4

5 3. Deadlines IMPORTANT: The official launch of the ICC Academy will be on 18 March 2015 with all services operational by no later than 1 April However, it would be fine to consider a Phase 1 and a Phase 2 approach. Phase 1 would need to be completed by 18 March 2015 and include at minimum the front-end website, the LMS, and the CRM (for individual members to register online) as key priorities. Deadline for proposal: 5 January 2015 Phase 2 the swift delivery of the second phase would need to be discussed in terms of parallel development, feasibility and timelines. However, a service provider wishing to propose services specifically for a Phase 2 approach only would need to send their proposals by no later than 23 January The secondary priorities for this phase would include: o A more comprehensive CRM and CMS o E-Commerce solutions o Webinar delivery options o Online library o Event management system o Association Management System ICC is willing to discuss any suggestions on bringing a holistic approach together with the service provider to ensure that a phased approach would be achievable given the deadlines. 5

6 4. Scope of the project The full range of activities and products offered by the ICC Academy (to both members and non-members), will require the following: Phase 1 A. Membership Management System B. Customer relationship management (CRM) Phase 2 C. Content management system (CMS) D. Event Management system E. Learning Management System (LMS) F. Webinar delivery G. E-commerce The following is an outline of some of the key features required (these lists are indicative rather than exhaustive and potential bidders can respond for part of the services provided in the following pages): A. Membership Management System - PHASE 1 - Membership management - Referral tracking/agent sales tracking - Batch uploading of members - Invoicing and accounting - Fees/Dues management - Online Renewal/automated renewal process - Member transaction history all products - Member profiles - Groups, Chapters and Committees - Online directories, blogs and forums - Effective searches and filtering - Report generation (members, activities and sales) - Easy export of member data B. Customer Relationship Management (CRM) - PHASE 1 - Lead management - List management - Sales pipeline tracking - Task scheduling - campaign management - Customer service management - Configurable to suit work processes - Export of customer/lead data - Report generation 0

7 C. Content Management System (CMS) - Public website and Members Only area, including: o Member Directory o Member Profiles o Online Newsletters o Discussion Forums and Blogs o Surveys o Events calendar o E-learning catalogue o Webinar calendar o Bookstore catalogue o Library content - WYSIWYG Editor - Editable look and feel D. Event Management System - Event promotion public and member areas - Registration (member and/or public) - Structured pricing early/regular/late - Tiered member pricing - Public registration - Guest registration - Group registration - Waitlist management - Product bundling with events - Coupon codes - Assign educational credits - Cancellation fees - Per-member registration cap - Batch uploads - Report generation - Registrant data export E. Learning Management System (LMS) - Course promotion public and member areas - Registration (member and/or public) - Automated and managed fulfillment process - Easy upload of SCORM courses - xapi - Broad range of media delivery - video, audio, Articulate, Captivate, Word, PPT, PDF, etc. - Exam creation - Certificate printing by end users - User(s) and group(s) creation/enrollment - Levels of access permissions - Administrator, Manager, Instructor and learner - Batch user uploading and course enrollment - Data export - Calendar of important dates/milestones 1

8 - Real time communication - Learner forums/blogs - Communication between teachers/members (define methods available) - Collaborative group spaces - Course evaluation tools for members - Assign educational credits - Effective search and filtering - Report generation F. Webinar delivery - Registration (member and/or public) - Scheduling - Automated process - Pre-session green room/practice sessions - VOIP and phone in - Video conferencing - Desktop and application sharing - Change presenters - Webinar recording - Hand-raising - Instant audience polls and poll reporting - Speed up/slow down indicators - Plan or progress review - Unlimited sessions - Assign educational credits - Reporting attendance, audience engagement, survey results - Data export G. E-commerce - Public and member area stores - Easy to add, list, edit, and organize products - Membership - E-learning catalogue - Certifications/Qualifications - Events calendar - Webinars - Library content - Flexible layout - WYSIWYG CMS - Tailorable look/branding - Coupons and discounts - Shopping cart - Secure payment gateway - Automated and managed fulfillment - Credit card, paypal and invoice payment 2

9 The service provider shall be responsible for complete maintenance of the software/application deployed as the part of the IT solution to the ICC Academy. This will include: - Bug Fixing - Conformance to the guidelines - Minor changes, the changes which do not require a change in design - Technical Support available 24h/24 The service provider shall be responsible for training the ICC staff on the applications and shall also support the ICC Academy to build the capacity in-house so as to transfer the system effectively. 5. Transferability In the event of a future change of IT service provider, the potential service provider must ensure that their proposal clearly states that it will be able to transfer all existing data and functionality to another system. This is of particular importance for any potential service provider envisioning a detailed Phase 1 approach. Additionally, this system will need to communicate directly back to ICC Headquarters and allow for regular reporting: financial, sales, membership. NOTE: All membership information (contact details, payment details, ICC accounting details, any module or information on events, online publications, purchasing trends, ect.) will remain the property of ICC. 6. Terms and Conditions The following terms and conditions will apply to this Request for Proposals. Submission of a proposal in response to this Request for Proposals indicates acceptance of all the terms that follow and that are included in any addenda issued by ICC Academy. Provisions in proposals that contradict any of the terms of this Request for Proposals will be as if not written and do not exist. 3

10 7. Limitations of this RFP The ICC Academy is not obligated, by virtue of issuing this RFP and receiving response(s) to same, to enter into a contract or agreement with any of the service providers. Furthermore, the above stated Scope of the Project is subject to further refinement in the event of awarding of a contract. The selection process will be at the sole discretion by the ICC core project team. If ICC Academy does not deem any of the submitted proposals suitable in meeting the needs of the Academy, it will be free to enter a contract with another provider of its choosing. 8. Proposal Format and Structure Proposals should follow the format outlined below: - Vendor profile, experience and sample clients, profile of resources assigned to the ICC project - Summary of the vendor s understanding of ICC needs - Proposed site functionality and structure, including any recommendations beyond what is reflected in this RFP - Visual mock-up of site and site structure - Indicative project plan and timeline, including contingency planning - Financial proposal 9. Submitting a RfP Interested parties must submit proposal no later than 5 January, 2015 (or 23 January 2015 for those proposing services specifically for a Phase 2 approach), PARIS TIME. The proposal must be submitted in writing by to: Thierry SENECHAL, ICC Academy Coordinator International Chamber of Commerce (ICC) avenue du Président Wilson, Paris, France [email protected] It is the responsibility of the service provider to ensure that the proposal sent by has been received by the ICC. NOTE - The contracting body for this Request for Proposal will be: ICC Academy (Singapore). 4

11 10. Late Proposals Proposals will be marked with their receipt time at the closing location. Only complete proposals received and marked before closing time will be considered to have been received on time. 11. Currency Prices quoted are to be in US dollars. 12. Eligibility Proposals will not be evaluated if the service provider s current or past corporate or other interests may give rise to a conflict of interest in connection with the project described in this Request for Proposals. This includes, but is not limited to, involvement by a service provider in the preparation of this Request for Proposals. If a service provider is in doubt as to whether there might be a conflict of interest, the service provider should consult with the main ICC Academy contact of this Request for Proposal. Proposals from not-for-profit agencies will be evaluated against the same criteria as those received from any other service providers. 13. Changes to Proposals By submission of a clear and detailed written notice, the service provider may amend or withdraw its proposal prior to the closing date and time. Upon closing time, all proposals become irrevocable. The service provider will not change the wording of its proposal after closing and no words or comments will be added to the proposal unless requested by the ICC Academy for purposes of clarification. 14. Service providers Expenses Service providers are solely responsible for their own expenses in preparing a proposal and for subsequent negotiations with the ICC, if any. If the ICC Academy elects to reject any or all proposals, the ICC Academy will not be liable for any claims, whether for costs or damages incurred by the service providers in preparing the proposals, loss of anticipated profit in connection with any final contract, or any other matter whatsoever. 15. Limitation of Damages Further to the preceding paragraph, the service provider, by submitting a proposal, agrees that it will not claim damages, for whatever reason, relating to the proposal or in respect of the competitive process, as well as waives any claim for loss of profits if no contract is made with the service provider. 5

12 16. Modification of Terms The ICC reserves the right to modify the terms of this Request for Proposals at any time in its sole discretion. This includes the right to cancel this Request for Proposals at any time prior to entering into a contract with the successful service provider. 17. Sub-Contracting Using a sub-contractor (who should be clearly identified in the proposal) is acceptable. This includes a joint submission by two service providers having no formal corporate links. However, in this case, one of these service providers must be prepared to take overall responsibility for successful performance of any resulting contract with ICC Academy and this should be clearly defined in the proposal. Sub-contracting to any firm or individual whose current or past corporate or other interests may, in the ICC Academy s opinion, give rise to a conflict of interest in connection with the project or program described in this Request for Proposals will not be permitted. This includes, but is not limited to, any firm or individual involved in the preparation of this Request for Proposals. If a service provider is in doubt as to whether a proposed subcontractor gives rise to a conflict of interest, the service provider should consult with the main ICC Academy contact listed within the pages of this Request for Proposal document. Where applicable, the names of approved sub-contractors listed in the proposal will be included in the contract. No additional subcontractors will be added, nor other changes made, to this list in the contract without the written consent of the ICC Academy. 18. Acceptance of Proposals This Request for Proposals should not be construed as an agreement to purchase goods or services. The ICC Academy is not bound to enter into a contract with the service provider who submits the lowest priced proposal or with any service provider. The ICC Academy will be under no obligation to receive further information, whether written or oral, from any service provider. 6

13 ANNEX 7

14 Global Trade Certificate (GTC) ICC Academy ANNEX 1 ICC Academy Certificates Description Requirements Comments Objective: This an intermediate certificate to equip attendees with an expanded fundamental knowledge of the trade finance products. Target Audience: General practitioners working in banks or corporates in functions such as Relationship Management, Credit, Compliance, etc but with intensive focus on trade financing Inception of Certificate Assessment: Assessment at the end of the course with a pass grade of 80% Protored Examination: Yes but only for the 6 core courses Credits: 90 credits from core courses and electives Incremental requirement vs the Associate certificate above Incremental requirement vs the Associate certificate above Courses: The 6 core courses: Introduction to Trade Finance Introduction to Letters of Credit Introduction to Collection Introduction to Guarantees Introduction to Receivable Finance Introduction to Payable Finance 10 credits 10 credits 10 credits 10 credits 10 credits 10 credits Electives: Yes Incremental requirement vs the Associate certificate above Elective Options: Incremental requirement vs the Associate certificate above 1) Any 101 or 201 courses 30 credits maximum 2) ICC Accredited Masterclasss: training, seminar, webinar 30 credits maximum Credit points will differ by individual Masterclass 3) Attendance of ICC Banking Commission Annual Meeting 10 credits 4) Registration of ICC Academy Online Library 10 credits Renewal of Certificate Credits: 30 credits every 12 months Credit Options: 1) Any 101 or 201 courses 30 credits maximum 2) ICC Accredited Masterclasss: training, seminar, webinar 30 credits maximum Credit points will differ by individual Masterclass 3) Attendance of ICC Banking Commission Annual Meeting 10 credits 4) Registration of ICC Academy Online Library 10 credits Credit Exclusion: Members will not be able to take the same courses twice for the credential retention unless specifically alllowed, e.g., updated Certified Trade Finance Professional (CTFP) Work in progres. To seek feedback and input from Academic Committee Objective: This an advance certification to equip attendees that specialise in trade finance. Target Audience: Specialist working in banks or corporates in functions such as Relationship Management, Credit, Compliance, etc Inception of Certificate Assessment: Assessment at the end of the course with a pass grade of 80% Protored Examination: Yes Credits: 120 credits from core courses and electives Courses: To be determined? Electives: Yes Incremental requirement vs the Associate certificate above Elective Options: Incremental requirement vs the Associate certificate above 1) Any 101 courses 30 credits maximum 2) ICC Accredited Masterclasss: training, seminar, webinar 30 credits maximum Credit points will differ by individual Masterclass 3) Attendance of ICC Banking Commission Annual Meeting 10 credits 4) Registration of ICC Academy Online Library 10 credits 5) ICC-IFS Certificate 30 credits maximum Each certificate is worth 30 credits Renewal of Certificate Credits: 30 credits every 12 months Credit Options: 1) Any 101 or 201 courses 30 credits maximum 2) ICC Accredited Masterclasss: training, seminar, webinar 30 credits maximum Credit points will differ by individual Masterclass 3) Attendance of ICC Banking Commission Annual Meeting 10 credits 4) Registration of ICC Academy Online Library 10 credits 5) ICC-IFS Certificate 30 credits maximum Each certificate is worth 30 credits Credit Exclusion: Members will not be able to take the same courses twice for the credential retention unless specifically alllowed, e.g., updated Regulatory coures or revised UCP 8

15 Curriculum - List of Courses (In red ICC Academy ANNEX 2 Note: Although the courses currently being developed specifically for the ICC Academy center around trade finance and banking, the areas of expertise will expand outwards to all areas of trade/business over the coming years. Course No. 101 Courses - Global Trade Certificate Course Name Meeting Client Needs: Introduction to Trade Finance Ken Stra Introduction to Working Capital Ken Stra Cross Selling Working Capital Ken Stra Consultative Sales Approach Ken Stra Introduction to Letters of Credit Ken Stra Introduction to Collection Ken Stra Introduction to Guarantees Ken Stra Introduction to Factoring Receivables Introduction to Receivables Finance Vijay Vas Introduction to Payables Finance Alexande Introduction to Distributor/Buyer Finance Introduction to Supplier Finance Introduction to Invoice Discounting Introduction to Bank Payment Obligation Daniella Introduction to Credit Risk and Capital Distribution Introduction to Financial Institution Clients Ruediger Appreciating Governance: Introduction to Capital and Liquidity Adrian Lo Introduction to Compliance Neil Chan Introduction to Credit Risk Ken Stra Introduction to Fraud and Reputational Risks Dan Tayl Introduction to Legal & Tax Introduction to Dispute Resolution ICC ADR Introduction to Facility Structuring and Pricng Ken (Stru Growing Business: Cross Border Trade Guillermo Trade Financing 201 Courses - Certified Trade Finance Professional Specialist Solutions Electives: Advanced Working Capital for Trade Facilities Structuring Micro Finance SME Finance Islamic Trade Finance Commodity Finance Structured Trade Export Finance Project Finance Managing Trade Sales Team Specialist Product Electives: Advanced Letters of Credit Incoterms Document Checking * Guarantee and Standby * Advanced Collection Advanced Factoring Receivables Advanced Receivables Finance Advanced Payables Finance Advanced Inventory Finance Bank Payment Obligation Credit Risk and Capital Mitigation Capital Markets for Credit Risk and Capital Mitigation Best of Global Markets and Trade Finance Advanced Governance Electives: Managing Trade Finance Product Managing Trade Operations Transaction Banking Models New Product Approval Process Advanced Capital and Liquidity Management Compliance and the Global Regulatory Environment Advanced Credit Risk Advanced Fraud Risk Advanced Legal & Tax Advanced Alternative Dispute Resolution (ADR) Managing Reputational Risk Advanced Pricing Market Focus Electives: Doing Business in China Doing Business in Eastern European Doing Business in India Doing Business in Africa Doing Business in MENA Doing Business in Latin America 9

16 ANNEX 3 ICC Academy levels Levels Description Membership fee Associate Member Overview: Entry Level to the ICC Academy Benefits: Access to: 1) Professional Networking Communities, 2) Exclusive publications and information, 3) Career Development Path, 4) Special membership savings (training,events, etc.). Member Overview: Professional level to the ICC Academy. This level indicates that you have a general foundation in Trade Finance. Benefits: Recognition in the market-place for level of competency + standard benefits available at Associate Member Status level. How to become full Professional Member? 1) Pass the Global Trade Certificate (Fast-track) or 2) 3 years Associate Membership earning 30 points per year Yearly recuring fee as per the pricing list Senior Member Overview: Senior membership level indicates advanced professional competency Benefits: Recognition in the market-place for advanced level of competency + standard benefits available at Associate Member Status level. Fellow How to become a Senior Member? 1) Pass the Certified Trade Finance Professional examination or 2) 5 consecutive years at Member level earning 30 points per year How to become a Fellow? Involvement in Academy leadership, including the Academic Committee Nominated at Award Ceremony each year No fee