Here is a structured **Request for Quotation (RFQ)** document tailored for developers. It is written to be professional, clear, and focused on the **Phase 1 MVP** (Minimum Viable Product) while accounting for future scalability as outlined in your roadmap. You can copy and paste this directly into an email, Google Doc, or PDF to share with software development agencies or freelancers. *** # Request for Quotation (RFQ) **Project Title:** Development of "FinPro Connect" – A Digital Marketplace for Financial Services **Date:** November 26, 2025 **Deadline for Submission:** [Insert Date] --- ## 1. Project Background [cite_start]**FinPro Connect** is a digital marketplace designed to give startups, SMEs, and individuals affordable, verified, and on-demand access to financial professionals[cite: 4]. [cite_start]The platform aims to bridge the gap between businesses needing quality financial services and qualified professionals seeking flexible work[cite: 5]. [cite_start]We are solving the challenge of high accounting costs and irregular access to reliable talent by offering a trusted, flexible, and cost-efficient solution[cite: 6, 13]. ## 2. Project Scope (Phase 1: MVP) We are seeking a development partner to build the **Minimum Viable Product (MVP)**. The goal is to launch a functional web-based platform that facilitates matching, booking, and payment. ### A. User Roles The platform must support three distinct user types: 1. [cite_start]**Clients:** SMEs, Startups, and Individuals[cite: 15]. 2. [cite_start]**Professionals:** Accountants, Bookkeepers, Tax Experts, Payroll Consultants, Virtual CFOs[cite: 4]. 3. **Super Admin:** Internal team to manage users, disputes, and payouts. ### B. Core Features (MVP Requirements) [cite_start]Based on our roadmap, the MVP must include the following[cite: 84]: **1. Onboarding & Profiles** * [cite_start]**Clients:** Easy registration for businesses or individuals[cite: 28]. * [cite_start]**Professionals:** Profile setup including qualifications, certifications, expertise, and portfolio upload[cite: 44, 45]. * [cite_start]**Verification:** Ability for Admin to verify professional credentials before their profile goes live[cite: 17]. **2. Service Listing & Matching** * [cite_start]**Service Categories:** Clearly defined services including Bookkeeping, Accounting, Tax Preparation, Payroll, and Audit Support [cite: 30-35]. * [cite_start]**Matching Engine:** A system to match clients with professionals based on needs and budget[cite: 38, 85]. * **Search/Filter:** Clients can browse professionals by rating, price, and expertise. **3. Booking & Task Management** * [cite_start]**Booking System:** Clients can book services (hourly, monthly, or project-based)[cite: 46]. * [cite_start]**Dashboard:** A central dashboard for both users to track tasks, deliverables, and deadlines[cite: 41, 47]. * [cite_start]**Communication:** Secure chat functionality for direct communication between Client and Professional[cite: 40]. **4. Document Management** * [cite_start]**Secure Upload:** Ability to securely upload and share sensitive financial documents (bank statements, receipts)[cite: 40, 88]. **5. Payments & Invoicing** * **Payment Gateway:** Integration (e.g., Stripe, M-Pesa, Card) for secure transaction processing. * [cite_start]**Escrow/Commission:** System to hold funds and release to professionals upon task completion, ensuring the platform takes a commission (10–15%)[cite: 52]. * [cite_start]**Automated Invoicing:** System-generated invoices for services rendered[cite: 48]. **6. Notifications** * [cite_start]Automated SMS and Email notifications for booking confirmations, messages, and payment receipts[cite: 89]. --- ## 3. Technical & Non-Functional Requirements * [cite_start]**Security:** High-level encryption for data at rest and in transit is non-negotiable due to the sensitive nature of financial data[cite: 20]. * [cite_start]**Scalability:** The architecture must allow for future integrations (Phase 2 features) such as AI bookkeeping suggestions, recurring subscriptions, and API integrations with tax authorities (e.g., KRA) [cite: 90-94]. * [cite_start]**Design/UI:** The visual identity should be "Clean, minimal, blue-grey financial colour palette" with professional typography and dashboard-heavy visuals[cite: 102, 105]. * **Platform:** Web-based application (Mobile responsive). [cite_start]A native mobile app is planned for Phase 3[cite: 98], so the backend should be API-driven to support this later. --- ## 4. Deliverables 1. **UI/UX Design:** Wireframes and high-fidelity prototypes for key screens (Dashboards, Profile, Booking flow). 2. **Source Code:** Full ownership of the source code upon completion. 3. **Admin Panel:** A comprehensive backend for platform management. 4. **Documentation:** Technical documentation and a user manual. 5. **Deployment:** Setup on a cloud server (AWS, Azure, or DigitalOcean). --- ## 5. Submission Requirements Please provide a proposal that includes: 1. **Company Profile:** Experience with similar marketplace or fintech projects. 2. **Proposed Tech Stack:** Recommendations for backend (e.g., Node.js, Python/Django), frontend (e.g., React, Vue), and database. 3. [cite_start]**Project Timeline:** Estimated time for design, development, and testing of the MVP (Phase 1)[cite: 84]. 4. **Cost Estimate:** Detailed breakdown of costs for the MVP Scope. 5. **Support:** Details on post-launch maintenance and support packages. --- ## 6. Selection Criteria Proposals will be evaluated based on: * Relevant experience in Fintech or Marketplace development. * [ciUnderstanding of the security requirements for financial data[cite: 20]. * Cost-effectiveness and clarity of the commercial proposal. * Proposed timeline and ability to meet MVP goals.