Document Code: NeftalyP572
Approved By: Neftaly Malatjie, Chief Executive Officer
Approval Date: 21 October 2025
Next Review Date: 21 October 2026
Policy Owner: Neftaly Chief Strategic Partnership Officer (NeftalyCSPR)**
NeftalyP572-1: Neftaly CEO Neftaly Malatjie Address on the Launch of the Neftaly Human Capital Proposal Management Policy
To the Chairperson of Neftaly, all Neftaly Royal Committee Members, all Neftaly Royal Chiefs, and all Neftaly Human Capital,
Kgotso a ebe le lena.
Today, we mark an important milestone with the official adoption of the Neftaly Human Capital Proposal Management Policy (NeftalyP572). This policy serves as a comprehensive framework to guide how Neftaly develops, manages, and submits proposals across all sectors — from government departments and corporate partnerships to community development initiatives.
Neftaly has built its foundation on excellence, accountability, and professionalism. Through NeftalyP572, we ensure that all proposals prepared under the Neftaly banner reflect our organizational values, deliver measurable impact, and meet compliance standards.
This policy standardizes our approach to proposal writing, review, approval, and submission, ensuring that every Neftaly proposal is strategic, well-structured, and aligned with our mission as a global solution provider. Whether we are engaging donors, partners, or stakeholders, our proposals must carry the same precision, vision, and commitment that define the Neftaly brand.
Let this document guide all Neftaly teams to prepare proposals that inspire confidence, attract investment, and secure long-term development partnerships.
My message shall end here.
Neftaly Malatjie | CEO | Neftaly
NeftalyP572-2: Neftaly Scope
NeftalyP572-2-1 This Neftaly Policy applies to:
- NeftalyP572-2-1-1 All Neftaly departments, divisions, and committees involved in preparing or approving proposals.
- NeftalyP572-2-1-2 All Neftaly funding, partnership, training, consulting, and project proposals.
- NeftalyP572-2-1-3 All Neftaly submissions to government, SETAs, corporates, donors, and funding agencies.
- NeftalyP572-2-1-4 Neftaly internal and external proposals across local, national, and international levels.
NeftalyP572-3: Neftaly Definitions
- NeftalyP572-3-1 Neftaly Proposal: A formal written document developed by Neftaly to request funding, approval, collaboration, or partnership.
- NeftalyP572-3-2 Neftaly Proposal Owner: The Neftaly department or unit responsible for preparing and managing a proposal.
- NeftalyP572-3-3 Neftaly Approval Committee: The team or designated Neftaly officials responsible for reviewing and approving proposals before submission.
- NeftalyP572-3-4 Neftaly Strategic Partnership Office: The unit responsible for coordinating proposal submissions, ensuring compliance, and managing outcomes.
NeftalyP572-4: Neftaly Objectives
- NeftalyP572-4-1 To standardize proposal development, review, and approval within Neftaly.
- NeftalyP572-4-2 To enhance the quality and competitiveness of Neftaly proposals.
- NeftalyP572-4-3 To ensure Neftaly proposals align with corporate strategy, funding requirements, and stakeholder expectations.
- NeftalyP572-4-4 To promote collaboration between Neftaly departments in proposal preparation.
- NeftalyP572-4-5 To provide templates, tools, and systems that simplify Neftaly proposal processes.
NeftalyP572-5: Neftaly Roles and Responsibilities
- NeftalyP572-5-1 Neftaly Chief Executive Officer (NeftalyCER): Provides final approval for all high-level proposals.
- NeftalyP572-5-2 Neftaly Chief Strategic Partnership Officer (NeftalyCSPR): Oversees the implementation and monitoring of this policy.
- NeftalyP572-5-3 Neftaly Chief Finance Officer (NeftalyCFR): Reviews financial sections of proposals for accuracy and compliance.
- NeftalyP572-5-4 Neftaly Chief Research Officer (NeftalyCRR): Ensures that proposal content is supported by verified data and research.
- NeftalyP572-5-5 Neftaly Human Capital Team: Coordinates training and capacity building on proposal writing.
- NeftalyP572-5-6 Neftaly Proposal Writing Team: Drafts, edits, and formats proposals in line with Neftaly templates and standards.
NeftalyP572-6: Neftaly Proposal Management Procedures
NeftalyP572-6-1: Neftaly Proposal Concept Initiation
- NeftalyP572-6-1-1 Every proposal begins with a Neftaly Concept Note (NeftalyF572-01).
- NeftalyP572-6-1-2 The concept must define the purpose, objectives, target beneficiaries, and expected outcomes.
- NeftalyP572-6-1-3 The concept note must be approved by the relevant Neftaly Chief before proposal drafting begins.
NeftalyP572-6-2: Neftaly Proposal Development
- NeftalyP572-6-2-1 Use the Neftaly Proposal Template (NeftalyT572-01) to ensure uniform structure.
- NeftalyP572-6-2-2 Proposals must include background, rationale, objectives, methodology, budget, timeline, and impact analysis.
- NeftalyP572-6-2-3 Collaboration with Neftaly Research, Finance, and Operations units is mandatory during development.
NeftalyP572-6-3: Neftaly Proposal Review and Quality Assurance
- NeftalyP572-6-3-1 All proposals must undergo review by the Neftaly Proposal Review Committee.
- NeftalyP572-6-3-2 The review checklist (NeftalyC572-01) assesses alignment with Neftaly strategy, clarity, feasibility, and budget accuracy.
NeftalyP572-6-4: Neftaly Approval Process
- NeftalyP572-6-4-1 Final approval must be obtained from the Neftaly CEO or delegated Chief before submission.
- NeftalyP572-6-4-2 For external submissions, the Neftaly Strategic Partnership Office records the approval using the Neftaly Approval Form (NeftalyF572-02).
NeftalyP572-6-5: Neftaly Proposal Submission
- NeftalyP572-6-5-1 Proposals are submitted electronically or in hard copy as per funder requirements.
- NeftalyP572-6-5-2 The Neftaly Proposal Submission Register (NeftalyR572-01) must be updated for every submission.
NeftalyP572-6-6: Neftaly Feedback and Tracking
- NeftalyP572-6-6-1 Feedback from funders or stakeholders must be recorded in the Neftaly Proposal Feedback Log (NeftalyD572-01).
- NeftalyP572-6-6-2 Rejected proposals are reviewed and improved for future submission.
NeftalyP572-6-7: Neftaly Proposal Archiving
- NeftalyP572-6-7-1 All approved proposals, including drafts, must be archived in the Neftaly Document Management System.
- NeftalyP572-6-7-2 Each file must include a unique reference code and be backed up for recordkeeping.
NeftalyP572-7: Neftaly Templates and Documents
- NeftalyP572-7-1 Neftaly Proposal Concept Note Template (NeftalyF572-01)
- NeftalyP572-7-2 Neftaly Full Proposal Template (NeftalyT572-01)
- NeftalyP572-7-3 Neftaly Proposal Review Checklist (NeftalyC572-01)
- NeftalyP572-7-4 Neftaly Budget Template (NeftalyT572-02)
- NeftalyP572-7-5 Neftaly Proposal Approval Form (NeftalyF572-02)
- NeftalyP572-7-6 Neftaly Proposal Submission Register (NeftalyR572-01)
- NeftalyP572-7-7 Neftaly Proposal Feedback Log (NeftalyD572-01)
- NeftalyP572-7-8 Neftaly Donor Communication Template (NeftalyT572-03)
- NeftalyP572-7-9 Neftaly Proposal Summary Sheet (NeftalyD572-02)
- NeftalyP572-7-10 Neftaly Acknowledgement and Thank You Letter (NeftalyT572-04)
NeftalyP572-8: Neftaly Compliance and Monitoring
This policy aligns with and supports the following Neftaly frameworks:
- NeftalyP572-8-1 Neftaly Chief Marketing Officer must ensure that all proposals submitted through email, hand delivery or any form are firstly published and interlinked on Neftaly App
- NeftalyP572-8-2 Neftaly Chief Marketing Officer must ensure that the Neftaly Chief Executive Officer approves all proposals as required.
- NeftalyP572-8-3 Neftaly Chief Marketing Officer must ensure that they duplicates each proposal submitted to 100 which makes them 200 with NeftalyP572-8-4
- NeftalyP572-8-4 Neftaly Chief Marketing Officer must ensure that they create 100 proposals to the same company which makes them 200 with NeftalyP572-8-3
- NeftalyP572-8-5 NeftalyP572 works in alignment with Neftaly Funding Management Policy (NeftalyP222)
- NeftalyP572-8-5 NeftalyP572 works in alignment with Neftaly Partnership Management Policy (NeftalyP345)
- NeftalyP572-8-6 NeftalyP572 works in alignment with Neftaly Research Management Policy (NeftalyP412)
- NeftalyP572-8-7 NeftalyP572 works in alignment with Neftaly Financial Management Policy (NeftalyP114)
- NeftalyP572-8-8 NeftalyP572 works in alignment with Neftaly Records Management Policy (NeftalyP409)
- NeftalyP572-8-9 NeftalyP572 works in alignment with Neftaly Monitoring and Evaluation Framework (NeftalyP407)
Neftaly Compliance ensures that all proposals adhere to ethical standards, confidentiality, and legal regulations including POPIA and PFMA (where applicable).
NeftalyP572-9: Neftaly Frequently Asked Questions (FAQs)
- What is the process for initiating a Neftaly proposal?
- Who approves Neftaly proposals before submission?
- Can a Neftaly proposal be revised after submission?
- What are the Neftaly proposal budget guidelines?
- How is feedback from funders managed in Neftaly?
- Which Neftaly departments collaborate on proposal writing?
- Are Neftaly proposals stored digitally or physically?
- What happens if a Neftaly proposal is rejected?
- Can Neftaly reuse proposal templates for new projects?
- How does Neftaly ensure proposal compliance and quality assurance?
End of Neftaly Human Capital Proposal Management Policies, Procedures, Processes, Templates, Documents and Forms (NeftalyP572)
Approved by: Neftaly Malatjie, Chief Executive Officer
Policy Owner: Neftaly Chief Strategic Partnership Officer (NeftalyCSPR)