CONSULTANCY SERVICES TO UNDERTAKE REQUIREMENTS ANALYSIS, DESIGN AND SUPERVISION OF DEVELOPMENT OF THE CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SYSTEM.
TRADE AND DEVELOPMENT BANK TENDER JULY 2023
| REQUEST FOR EXPRESSION OF INTEREST |
(CONSULTANCY SERVICES-FIRMS SELECTION)
Country: Kenya
Project: Regional Infrastructure Financing Facility (RIFF)
Loan No./Credit No./ Grant No.: Regional Infrastructure Financing Facility (RIFF)
Assignment Title: Consultancy Services to Undertake Requirements Analysis, Design and Supervision of Development of the Customer Relationship Management (CRM) System.
Reference No.: KE-TDB-363653-CS-QCBS CRM
The Trade and Development Bank (TDB) (Formerly known as PTA Bank) has received financing from the World Bank toward the cost of the Regional Infrastructure Financing Facility (RIFF) and intends to apply part of the proceeds for consulting services.
The consulting services (“the Services”) include analyzing the requirements for, and design in detail a Customer Relationship Management (CRM) system, supervision of the development, quality assurance, change management and implementation of the CRM system as it aims to scale up project and infrastructure financing.
The overall objective of the CRM system development and installation is to provide a client database that would improve the TDB’s business analytics capacity across its Member States, their respective markets, prospective investors and partners, client profiles, sectors, project instrument types, product demand, client satisfaction, portfolio performance and maturity, sustainability impact indicators, among others, which would inform improvement areas to attain the Bank’s targets and those of its funding partners.
The duration of the assignment is expected to be 23 months from the date of contract signing.
TDB 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 detailed Terms of Reference (TOR) for the assignment can be accessed at https://www.tdbgroup.org/consulting-procurement/ or https://www.tdbgroup.org/wp-content/uploads/2023/07/Request-for-Expression-of-Interest-and-Terms-of-Reference-for-Customer-Relationship-Management-CRM-System-Final.pdf
Expressions of interest must be submitted by 28th July, 2023 at 17:00 hours Nairobi time via the following email address: procurement.atdfKiroup.org. Submissions should reference “Consultancy Services to Undertake Requirements Analysis, Design and Supervision of Development of the Customer Relationship Management (CRM) System -KE-TDB-363653-CS-QCBS CRM” in the email subject line.
