Regiments Handbook (draft sample)

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REGIMENTS HANDBOOK Version 1.0 (May 2017)

CAPITAL MARKETS | STRATEGY ADVISORY | FUND MANAGEMENT | SECURITIES | REAL ESTATE | PRIVATE EQUITY


THE REGIMENTS HANDBOOK

Overview • The Regiments Handbook (Handbook) contains the company’s processes across all business units

Purpose • The Handbook serves as an operating manual to ensure the standardisation of business processes and create a professional, high performing organisation. • The Handbook will aid in the onboarding of new joiners to the firm as a reference to all processes.

Scope • The Handbook covers key processes across all business units and explains specific functions, i.e. HR functions, finance functions and compliance functions

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Benefits • Improvement initiatives can be highlighted and opportunities implemented

Version control • Each business unit has provided input for the Handbook. Content will be updated and released on a biannual basis; i.e. May and November. • Regiments will use an electronic copy for referral purposes


TABLE OF CONTENTS

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REGIMENTS STRATEGY ADVISORY 5


REGIMENTS STRATEGY ADVISORY

Regiments Strategy Advisory provides strategic advisory services to public and private sector clients, and internally within our group. We work collaboratively with our client partners to deliver sustainable value add solutions, enabling our clients to achieve their strategic objectives and accelerate their performance.

• Opportunity identification and management of the innovation pipeline • Advisory services to Regiments • Private Equity on infrastructure acquisitions • Business hand over upon successful completion of incubation

OUR OFFERING

Business improvement

Our service offering is organised into three distinct units with distinct offerings:

• • • •

Strategy and Implementation • Strategy Review and Development • Organisation Structure Review • Capital Programmes Review & Development

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Business Incubation

Documentation of processes & procedures Management of KPI Dashboards Management of action & error logs Identification and implementation of improvement initiatives


REGIMENTS STRATEGY ADVISORY

Proposals ADV_01

Resources

Overview

• Request for Proposal • Sources of RFP’s (panels, subscriptions, word of mouth) • Business Development BU

Government entities and large corporations release a Request For Proposal (RFP) when they need to buy products or services. The RFP is a formal document outlining the needs of the service or product required. The Business development division together with Regiments Strategy then submits a proposal to bid for the mandate. The purpose of the proposal is to outline how Regiments will meet the needs of the client and for the client to see in what ways the Regiment’s approach will better the competitor’s.

Overall fit into Regiments Value chain An effective, well written proposal is what essentially brings in business to Regiments, which in turn generates revenue for the entire company.

Definitions BD RFP BU

Business Development Request for proposal Business Unit

The proposal process cab be broken up in two stages: 1. Pre-writing – This involves the Business development (BD) Business Unit, which involves sourcing a new project and knowing when RFP’s are out. 2. Writing the Proposal – This mainly involves the Strategy team and it has to do with putting together the proposal once the RFP has been received.

Timelines A project team and a project lead should be established within a day of receiving the RFP. All important dates and deadlines must be made clear within a day of the RFP being received so that the deadlines can be met. The time taken to complete the technical response to the RFP is project dependent.

Sourcing the RFP Tender

Understanding the RFP

Delegation of Authority

Company Documents and Company Profile

Techncal Response to the RFP

Feedback

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1st Floor, 35 Ferguson Road, Illovo 2196, Sandton, South Africa Postnet Suite 25, Private Bag X11, Birnam Park, 2015 +27 11 595 0700 info@regiments.co.za

www.regiments.co.za


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