Reference Number RFP2403
Title Provision of Professional Consultant for Retainer of Graphic Designer Services
Duration March 2024 to March 2025
Thematic CEMC, DFS, FID, FIS, GSP, IGF, SMEF, Inclusive FinTech, GIF, FDPs, Youth Financial Inclusion, M&E
Submission Deadline February 16, 2024
Posted on February 7, 2024
Download documents RFP Document

Annexure 1 - Technical Proposal Template

Annexure 2 - Financial Proposal Template

Conflict of Interest Disclosure Form

General TCs (Services)


1. Background:

The Alliance for Financial Inclusion

The Alliance for Financial Inclusion (AFI) is the world’s leading organization on financial inclusion policy and regulation. Currently, 86 member institutions make up the AFI network including central banks, ministries of finance and other financial policymaking or regulatory institutions from 81 developing countries and emerging markets. AFI empowers policymakers to increase the access and usage of quality financial services for the underserved through sustainable and inclusive policies and an effective use of digital technologies. 

Policies developed and implemented by AFI members contribute to a range of the Sustainable Development Goals.  By setting their own agenda, AFI members harness the power of peer learning to develop practical and tested policy reforms that enhance financial inclusion with strategic support from both public and private sector partners.

AFI has 7 Working Groups (WGs): Consumer Empowerment and Market Conduct Working Group (CEMCWG), Digital Financial Services Working Group (DFSWG), Financial Inclusion Data Working Group (FIDWG), Financial Inclusion Strategy Peer Learning Group (FISPLG), Global Standards Proportionality Working Group (GSPWG), Inclusive Green Finance Working Group (IGFWG) and SME Finance Working Group (SMEFWG).

As the key source of policy developments and trends in financial inclusion and as the primary mechanism for generating and incubating technical content in the network, the Working Groups serve as “communities of practice”. Providing a platform for knowledge exchange and peer learning among policymakers to share, deliberate and deepen their understanding, the working groups offer leadership and expertise in their respective policy fields and support the network to monitor new developments in emerging fields.

The knowledge generated via the working groups is disseminated for implementation by a range of capacity building activities such as Joint Learning Programs, Member Trainings, Trainings by Private Sector Partners. The practical experience members garner from engaging in peer learning based capacity building is then applied by members as in country implementation projects which are supported by the provision of financial or technical support to AFI member institutions in conducting activities that aim to deliver financial inclusion policies, regulations, supervisory tools or enablers for the development of policies, such as national financial inclusion strategies 

The working groups receive strategic guidance and insight from the High-Level Global Standards & Policy Committee, while the  Gender Inclusive Finance Committee, supports WGs in integrating gender considerations into all aspects of their work and support members in fulfilling their Denarau Action Plan (2016) commitment to promote women’s financial inclusion.

AFI members have made further commitments in a range of other accords which can be read here.

The six AFI regional initiatives support policy implementation in Africa (AfPI), Latin America and the Caribbean (FILAC), the Pacific Islands (PIRI), Eastern Europe and Central Asia (ECAPI), South Asia (SARFII) and the Arab Region (FIARI).

2. Overall Objective:

Graphic Designer contracted by AFI should provide designs and design layouts for a range of the institution’s products including exhibitions, variety of knowledge products, visibility materials, digital communications products, for both physical and digital events.

AFI is looking for 3 (Three) Graphic Designers for 2024-2025. The work will be given based on availability of vendor at the time AFI approaches the respective individual between the three consultants.

3.  Scope of Work: 

The designer should also provide visual identity for new AFI initiatives, as well as AFI events, with special focus on those with widest reach, in number of participants and digital outreach, as well as those organized for and attended by high level officials. These events are to be organized offline, or in person, online or as a hybrid between the two.

The designer should not only adhere to all AFI branding guidelines, but also update them when needed and act as a custodian of AFI’s distinguished brand.  The designer should use innovative approaches and the latest design trends in creating the expected products.

The graphic designer will:

  • Transform text-based communications materials into visual graphic design materials such as infographic, brochures, banners, backdrops, exhibitions etc.
  • Develop designs for communication materials based on assignment brief
  • Provide recommendations on the best and most relevant visual design style and materials suitable for the project’s target audience
  • Liaise with and report to AFI’s Communications team regarding any visual design work
  • Update AFI’s brand guidelines together with AFI’s Communications Unit
  • Global Policy Forum (GPF) Exhibitions: AFI organizes its flagship event GPF each year in a different country. Each country not only has different cultural context, but also different capabilities in executing the event. The deliverables include: Developing visual identity of the annual GPF and its branding, including logo, color scheme, within the cultural and historic context of the co-host, as well as in line with the theme of the event, which changes each year but is always about the latest developments within the broader international financial inclusion space.

For each agreed communication products assigned the contractor will:

  • Design and layout the assigned communication product
  • Submit the preliminary layouts for discussion with AFI
  • Revise the selected layout as discussed with AFI
  • Submit a draft to AFI for proofreading
  • Ensure all corrections have been inserted
  • Prepare the electronic files for printing
  • Make final corrections to electronic file
  • Create PDF from final electronic file for AFI Web posting
  • If the project is to be done in multiple languages, same proofreading procedure described above applies.

4. Deliverables:

Deliverables are based on the activities set out for 2024, including planned knowledge products, brochures, factsheets, social media campaigns, event visibility materials, as well as collateral.


Tentative timeline/outputs 2023

Upon completion and acceptance of knowledge products (case studies, guideline notes, special reports, annual reports, and more)

Up to 20 knowledge products 

Upon completion and acceptance of brochures

Up to 5 brochures

Upon completion and acceptance of Infographics

Up to 3 infographics

Develop design for communications collaterals or visibility materials for each events including: notepad, pen, bag backdrop, banner, roll up, backdrop, t-shirt, ppt, agenda, letterhead, any other material requested by the co-host

As and when needed. 

5. Consultant Experience:

(a)The consultant undertaking this assignment should have the following qualifications:

  • Bachelor’s degree or equivalent or Diploma in lieu of 8 year working experience.
  • At least 7 years’ agency or in-house design experience.
  • Have global experience.
  • Have work in a financial institution/Inclusion related work.
  • Have worked for an international organization in a non-profit sector
  • Have been working in an organization that has proven brand evolution.


  • Ability to work independently and collaboratively within a team.
  • Great organizational skills with experience working on multiple projects at once.
  • Proven ability to produce results within tight deadlines.
  • Attention to detail, accuracy, and cultural sensitivity.
  • Excellent Adobe InDesign, Illustrator and Photoshop knowledge with the ability to produce assets from scratch.
  • A deep affinity with layout, typography, and present ideas.
  • Desire to learn and offer new skills (particularly digital) and do this without being prompted.

6. Payment Terms:

All payment will be made upon completion of each milestone based on hourly/daily rates as per Annexures 2.

7. Reporting:

The consultant will report to AFI’s Brand and Communications Manager and will work closely with AFI’s Communications Unit.

8. Administrative Information:

8.1      Disclaimer

The final decision on selection of a firm for this project rests with AFI management team and with the Inquiry. Only shortlisted and successful firms will be contacted.

8.2      Proposal Submission Information:

Proposals will be due with the following requirements for submission:

Submission Deadline:

16 February 2024

Documents to be submitted with Annexure 1 and 2:


·         Company Registration;

·         Company Profile;

·         List of previous or current clientele on similar work;

·         References with email contact;

·         Joint-Agreement (if any);

·         Conflict of Interest Disclosure form;


·         Full CVs with list of previous similar work;

·         Disclosure if individual have a full time or part time employment contract with any organization or government official or indirect involvement in this tender;

·         Conflict of Interest Disclosure form;

·         Reference letter (if any);

·         References with email contact;


Method of Submission:

By email to AFI’s Procurement & Contracts Office at


Submission of Technical and Financial:

Kindly submit the followings:

1.    Using the template/format given in Annexure 1 (Technical) and Annexure 2 (Financial) and/or additional technical proposal for more information.

2.    Technical and Financial proposal must be separated in different pdf.

3.    Financial proposals must be USD only. Whereas for Malaysian applicants with Business Registration under Suruhanjaya Syarikat Malaysia (SSM), please submit your financial proposals in MYR.

4.    Proposal to be submitted to the designated email address.

5.    AFI does not tolerate copyright infringement, including but not limited to infringement, in the form of plagiarism. Consultant or Consulting entity awarded a contract by AFI shall take responsibility to ensure that the authored works, produced in parts or as an entirety of the deliverables stated in this RFP does not infringe on copyrights.


AFI reserves the right to disqualify incomplete submission, overlapping submission, non-compliance to the above requirements. Notification of results will only be sent to shortlisted candidates upon completion. 


8.3      Retention of Proposals

All proposals submitted become the property of AFI. AFI will make all reasonable efforts to maintain proposals in confidence and will release proposals only to personnel involved with the evaluation of the project. Proprietary information should be identified in each proposal.

9. Criteria of Evaluation:

The proposals submitted will be evaluated based on the following criteria:


Profile and Overall Qualification



·         Professional Qualification



Experience & Competencies



·         Experience and Competencies of the Consultant



·         Global experience including work related to Financial Inclusion, Sustainable Development, non-profit sector 



·         Knowledge and understanding of AFI’s work, with experience in brand evolution in the previous organization experience



Sample Work



·         Quality of portfolio and work





Evaluation of technical and financial proposals

The evaluation and decision on the best proposal will be made based on the combined criterion, where companies are qualified by means of a score that takes into account the combined valuation of the technical and financial proposals, with the following weights:

  1. a) Technical Proposal: 70% (Seventy percent)
  2. b) Financial Proposal: 30% (Thirty percent)

How to Apply

Interested applicants are expected to submit a proposal with an updated CV and using the template given by email to AFI’s Procurement & Contracts Office at by 16 February 2024.

Note: AFI does not tolerate copyright infringement, including and not limited to infringement, in the form of plagiarism. Consultant or consulting entity awarded a contract by AFI shall take responsibility to ensure that the authored works, produced in parts or as an entirety of the deliverables stated in this RFP does not infringe on copyrights.

The final decision on the selection of a consultant/consulting firm for this project rests with AFI management team and with the Inquiry. Only shortlisted and successful consultants will be contacted.

© Alliance for Financial Inclusion 2009-2024