Description de l'offre

 

Request for Proposal: SYCEBNL Financial Statement Preparation and Finance Staff Training Services

Date Issued: 13^th May 2026

 

Ethical Conduct and Conflicts of Interest

 

 

In accordance with CHAI’s Global Code of Conduct and Conflict of Interest policy, CHAI is committed to conducting procurements with integrity and objectively selecting suppliers and vendors. CHAI maintains a zero-tolerance policy for acts including but not limited to collusion among vendors, submitting falsified bids, bribery, and/or other forms of fraud. Vendors engaging in such conduct will be disqualified from current and future opportunities. CHAI employees and others acting on CHAI’s behalf are prohibited from accepting or asking for bribes, gifts, fees, or any other object of value or compensation related to doing business. Please contact ethics@clintonhealthaccess.org with any questions or concerns or to report any violations. 

 

 

Summary of terms

A.     Background

The Clinton Health Access Initiative, Inc. (CHAI) is a global health organization committed to saving lives and improving health outcomes in low- and middle-income countries by enabling the government and private sector to strengthen and sustain quality health systems. For more information, please visit www.clintonhealthaccess.org.

CHAI Cameroon is required to produce its annual financial statements in accordance with the OHADA Accounting System applicable to not-for-profit entities (Système Comptable des Entités à But Non Lucratif – “SYCEBNL”). CHAI invites qualified consulting firms or individual consultants to submit proposals for: the preparation of SYCEBNL-compliant financial statements for FY 2025; the development of an automated Excel financial reporting tool; and the training of CHAI finance staff.

Offerors are invited to submit proposals in accordance with Section D, Instructions for Preparation of Proposal and Submission to CHAI.

This RFP does not obligate CHAI to make an award or fund an applicant, nor does it commit CHAI to reimburse costs incurred for proposal preparation. All proposal preparation costs must be borne by the offeror. CHAI makes no representations or warranties and will not incur any liability as to the accuracy, reliability, or completeness of the information contained in this RFP.

B.      Proposal Dates and Requirements

The below table summarizes key dates in the RFP process. Offerors are expected to comply with these dates and deadlines. CHAI reserves the right to modify the dates at its discretion.

Milestone	Date and Time
RFP Released	13th May 2026
Deadline for Written Questions	18th May 2026
Answers for Questions Released	19th May 2026
Proposals due	25th May 2026
Estimated award	1st June 2026

 

1. Questions and Answers

All questions regarding this RFP must be submitted by the date above and in writing to chaicameroonprocurement@clintonhealthaccess.org. Questions and CHAI responses will be posted at the same location as the RFP  and circulated among those who have submitted questions. CHAI will only consider written requests for clarification. Only written answers from CHAI will be considered official and carry weight in the RFP process and subsequent evaluation. Answers of guidance received outside of the official channel from employees or representatives of CHAI will not be considered official information regarding this RFP.

2. Proposal Submission and Validity

All responses to this RFP must be submitted by the date and time above and must comply with the instructions below in Section D. Instructions and Preparation of Proposal and Submission to CHAI. Offers must be submitted electronically to chaicameroonprocurement@clintonhealthaccess.org. Submissions should be labelled: “RFP – SYCEBNL Financial Statements Preparation and Staff Training.” CHAI reserves the right to evaluate late offers at its discretion.  By submitting this proposal, the offeror confirms that the proposal is valid for a period of 60 days.

3. Award

CHAI will examine the offers to determine if they are complete, comply with all the conditions of the RFP, and have been duly signed and are in general order. CHAI will select the offer that represents the best overall value. CHAI anticipates making one award to one entity; but reserves the right to make no award, or to make multiple awards.

C.     Eligibility Requirements

Offerors, regardless of entity status (for profit, not-for-profit, individual consultant, etc.), must be legally registered to provide accounting, audit, financial advisory, or training services in Cameroon. A valid copy of the business licence and/or professional registration must be provided in the offer submission. Individual consultants must provide evidence of professional qualification (e.g. chartered accountant certification or ONECCA membership). All offers must be submitted using Annex A below and signed by cognizant officers of the organisation. Offerors must also provide: taxpayer ID, attestation of non-indebtedness, location plan, Tax compliance certificate and bank attestation.

D.     Instructions for Preparation of Proposal

Offerors are required to use the form in Annex A, below, to reply to this RFP. Failure to provide all the information required by the RFP or submitting an offer that does not respond to the RFP in all respects may result in the rejection or disqualification of the offer. The information that the respondent considers proprietary must be clearly marked as such. All such information will be treated confidentially and used by CHAI for evaluation purposes only.

1. Technical Proposal

Offerors are required to write a technical response to the scope of work in Section G. The technical proposal (maximum 10 pages, excluding CVs) must include:

·        A detailed methodology for preparing SYCEBNL-compliant financial statements, including financial statement structuring and OHADA compliance approach

·        Description of the proposed automated Excel financial reporting tool: functionalities, automation level, and customisation to CHAI’s reporting needs

·        A detailed training plan: agenda, duration, materials, and practical exercises enabling CHAI staff to independently prepare SYCEBNL financial statements

·        Description of the two (02) month follow-up support: channels and response times

·        Work plan with phases, activities, and timeline

·        CVs of the lead consultant and key personnel demonstrating OHADA / SYCEBNL expertise

·        Company profile: registered address, email, telephone, and point of contact

2. References

Offerors must complete the table in Annex A with past performance references.

3. Budget

The resultant award will be deliverables-based. Offerors must provide a budget broken down by deliverable: (i) Financial Statements Preparation, (ii) Automated Excel Reporting Tool, (iii) Training of Staff, and (iv) Follow-up Support. Include consultant day rates, materials, and any other direct costs. All budgets must be made in Central African CFA Franc (XAF / FCFA) and must indicate whether amounts are inclusive or exclusive of taxes. Once the award is signed, no additional fees or costs may be added. Budgets must be accompanied by a brief cost narrative describing each line item and assumptions. Proposed payment terms must be stated.

E.      Evaluation Criteria and Negotiation

CHAI will make an award based on which proposal represents best value to CHAI. CHAI may award to a higher priced offeror if a higher technical evaluation justifies the additional cost. CHAI will use the following criteria to evaluate proposals:

Category	Criteria	Points
Consultant Qualifications & Experience	Demonstrated expertise in OHADA SYCEBNL standards; professional credentials of lead trainer (e.g. chartered accountant, ONECCA member); experience advising NGOs on OHADA compliance	30
Technical Approach & Methodology	Clarity and soundness of methodology for financial statement preparation; quality and practicality of the proposed automated Excel reporting tool	25
Training Plan & Capacity Building	Quality of training programme (content, materials, practical exercises); ability to build internal capacity so CHAI staff can independently prepare SYCEBNL financial statements	20
Price and Payment Terms	Competitiveness of fees; payment flexibility; overall value for money	15
Past Performance	Demonstrated experience delivering SYCEBNL / OHADA financial reporting and training to organisations of similar size and mandate	10

 

Offerors are expected to submit their best offer. CHAI reserves the right to hold further discussions, conduct negotiations, ask for additional information, or request clarifications before making an award. CHAI reserves the right to hold a best and final offer or competitive range stage prior to award. CHAI may, at its sole discretion, ask for offerors to conduct oral presentations.

F.      Terms and Conditions of Resultant Agreement

Any agreement that results from this solicitation will be subject to CHAI’s standard agreement terms and conditions. A copy is available upon request. For the purpose of this solicitation, please note that the following terms apply:

I. Confidentiality: Information which the offeror considers to be confidential or proprietary must be clearly marked as such. All such information is treated as confidential by CHAI for assessment purposes only. Should the offeror anticipate submitting confidential or proprietary information to CHAI, please contact the POC for this procurement to request a copy of CHAI’s standard NDA.

II. Intellectual Property: All deliverables produced under the resulting agreement — including the automated Excel financial reporting tool, training materials, and financial statement templates — shall become the sole property of CHAI upon payment.

G.     Scope of Work and Deliverables

1. Scope of Work

CHAI is seeking a qualified consulting firm or individual consultant to strengthen its financial reporting in accordance with OHADA SYCEBNL. The assignment focuses on SYCEBNL compliance and capacity building, and specifically aims to:

·        Prepare SYCEBNL-compliant financial statements for CHAI Cameroon for FY 2025

·        Train CHAI finance staff to independently prepare SYCEBNL financial statements

·        Develop an automated Excel tool for generating financial statements

·        Provide short-term follow-up support to ensure proper adoption

 

Financial Statements Preparation

·        Structuring of financial reporting format in accordance with SYCEBNL, applying the development project entity classification (tableau des emplois-ressources, tableau d’exécution budgétaire, compte d’exploitation, and notes)

·        Preparation of financial statements for FY 2025 based on available accounting data

·        Explanation of each component of the financial statements

·        Guidance on OHADA SYCEBNL compliance requirements

·        Coordination with the external auditor to address audit queries arising from the financial statements

 

Development of Automated Excel Financial Reporting Tool

·        Design of an automated Excel file that accepts a 6-column trial balance as input and generates the full set of SYCEBNL financial statements

·        Automated calculations and reporting structure

·        Customisation to CHAI Cameroon reporting needs

 

Training of CHAI Finance Staff

The training shall cover the following three modules:

·        SYCEBNL Reporting: understanding SYCEBNL structure; classification of accounts; preparation of financial statements

·        Practical Application: use of the automated Excel tool; updating data and generating reports; error identification and correction

·        Capacity Building: best practices in financial reporting; internal control considerations

 

Follow-Up Support (2 Months)

·        Remote support for troubleshooting

·        Review of outputs and corrections

·        Guidance on practical challenges

2. Deliverables and Deliverables Schedule

The selected consultant shall deliver the following:

Deliverable	Indicative Timeline
Preparation of SYCEBNL-compliant financial statements for FY 2025 (structuring, preparation, and explanatory notes for all required statements under OHADA SYCEBNL)	End of Week 5
Automated Excel financial reporting tool (automated calculations, linked to available accounting data, customised to CHAI reporting needs)	End of Week 3
On-site training of CHAI finance staff (Minimum 5 days): SYCEBNL structure, financial statement preparation, and practical use of the Excel tool	Week 4
Training materials and user manual for the automated Excel tool	End of Week 5
Remote follow-up support: troubleshooting, review of outputs, corrections, and practical guidance	Two (02) months after training

3. Regulatory Requirements

The selected offeror must be a duly registered consulting firm or certified professional in good standing with the relevant regulatory authorities in Cameroon (e.g. ONECCA for chartered accountants). The consultant shall warrant that all deliverables conform to the OHADA SYCEBNL framework and shall correct, at no additional cost, any non-conformity identified during the follow-up support period.

4. Period of Performance

The core assignment is expected to be completed within six (06) weeks from the date of contract signature, followed by two (02) months of remote follow-up support. Total period of performance: three (03) months.

Annex A: Proposal Application Form

[Instructions: All offerors submitting a bid in response to this RFP must fill out and complete this template letter. The letter must be signed by an authorized representative of your organization and must be dated appropriately. This letter must be submitted with a copy of your business license and any other documents as requested in the solicitation]

 

To:                               [Insert name of Procurement Lead] 

Reference:                    [Insert CHAI RFP number] 

Company Name:            [Insert your company name]  

 

General 

We, the undersigned, hereby provide this offer to perform the work described in the referenced RFP. We acknowledge and agree to all terms and conditions. We certify that our organization, as well as our principal officers and key individuals, are eligible to participate in this procurement and are not debarred, nor on any watchlist or sanctions list. We further certify that, to the best of our knowledge, we have no close, familial, or financial relationships with CHAI staff or individuals representing CHAI; and that we have no close, familial, or financial relationships with any other bidders on this RFP. If we become aware of a potential conflict we will immediately notify ethics@clintonhealthaccess.org. We also certify that our business license, attached, is accurate and up to date with the relevant authorities. 

 

Our offer remains valid for 60 days from the date of submission.

 

General Information
Company Address
Company Telephone
Company Website (if applicable)
Company Registration or Tax ID
Does the company have a bank account?
Name of Bank, if applicable
Brief company description

 

Past Performance 

We hereby provide three references for similar work that we acknowledge may be contacted at any time by CHAI. 

 

Past Performance
Reference 1  Company, Entity, or Individual Name  Contact Information  Brief description of work
Reference 2  Company, Entity, or Individual Name  Contact Information  Brief description of work
Reference 3  Company, Entity, or Individual Name  Contact Information  Brief description of work

 

 

Technical Proposal

Attach a technical proposal of no more than ten (10) pages (excluding CVs) addressing all elements in Section D.1. The proposal must describe methodology, work plan, training plan, Excel tool design, follow-up support, and team composition. Attach CVs of the lead consultant and key personnel as annexes.

 

Budget

Provide a budget broken down by deliverable: (i) Financial Statements Preparation, (ii) Automated Excel Tool, (iii) Training of Staff, and (iv) Follow-up Support. Include consultant fees (day rate), materials, and any direct costs. Write a budget narrative explaining each line item. Indicate proposed payment terms. All amounts in XAF / FCFA.

 

Key officer signatures:

Name (Printed): 

Title 

Signature 

Date 

 

Name (Printed): 

Title 

Signature 

Date 

 

Name (Printed): 

Title 

Signature 

Date 

 

 

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