THE NATIONAL TREASURY & ECONOMIC PLANNING TENDER SEPTEMBER 2023
SUPPORTING ACCESS TO FINANCE AND ENTERPRISE RECOVERY (SAFER) PROJECT
CONSULTANCY SERVICES TO FORMULATE THE KENYA NATIONAL ENTREPRENEURS SAVINGS TRUST (KNEST) STRATEGIC PLAN 2023 – 2028
| REQUEST FOR EXPRESSIONS OF INTEREST |
(CONSULTING SERVICES – FIRMS SELECTION)
Ref: SAFER/KNEST/C/08/2023-24
Credit No. 7018-KE
Project ID No: P175017
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The Government of Kenya (GoK) in conjunction with the World Bank is implementing a five-year Supporting Access to Finance & Enterprise Recovery (SAFER) Project whose overall development objective is to increase access to financial services, enhance the capabilities, and support the COVID-19 recovery of Micro, Small and Medium Enterprises (MSMEs) in Kenya. This objective will be achieved through (i) Innovation and Liquidity Support to MSMEs; (ii) De- risking Lending to MSMEs and (iii) Technical Assistance and Project Management. The SAFER Project intends to apply part of the proceeds for consulting services.
The consulting services (“the Services”) include: (a) Identifying the organization’s mission statement, vision statement, core values, the strategy pillars and associated strategic outcomes; (b) Undertaking a critical analysis of the operating environment; (c) Crystallizing the retirement saving issues relevant to marginalized informal sector workers and to identify the specific strategic objectives needed to address these issues; (d) Developing the organization’s business model and target operating model; (e) Developing the organization’s strategic risk management framework; (f) Developing the strategy’s implementation matrix with timelines for initiative implementation, and their associated budgets; (g) Developing the monitoring and evaluation plan for the strategy. The assignment is expected to take six (6) months.
The detailed Terms of Reference (TOR) for the assignment can be found at the following website www.treasurv.go.ke/ tenders.html or can be obtained at the address given below.
The National Treasury & Economic Planning (the Client), through its Project Implementation Unit, now invites eligible consulting firms (“Consultants”) to indicate their interest in providing the services. Interested Consultants should provide information demonstrating that they have the required qualifications and relevant experience to perform the Services. The description shall be limited to a maximum of 30 pages’ length. The shortlisting requirements for the Firm’s experience are: a) Minimum of 10 years of experience in strategic planning; (b) Experience in organizational and change management will be an added advantage; (c) Demonstrate having conducted at least three similar assignments; (d) Familiarity with strategic planning tools, and demonstrable in-depth working knowledge of the Human-Centered Design and strategic risk management framework; (e) Experience and understanding of governance issues in the public sector in Kenya. Key Experts will not be evaluated at the shortlisting stage.
A consultant will be selected in accordance with the World Bank’s Procurement Regulations for IPF Borrowers, July 2016 updated August 2018 and November 2020 which can be found at the following website: www.worldbank.org/procurement .
The attention of interested Consultants is drawn to 
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