PROVISION OF CONSULTANCY SERVICES FOR BASELINE SURVEY FOR THE RURAL KENYA FINANCIAL INCLUSION FACILITY (RK-FINFA)

THE NATIONAL TREASURY AND ECONOMIC PLANNING TENDER MARCH 2023 

REQUEST FOR EXPRESSIONS OF INTEREST (REOI)
REOI NO. TNT/EOI/001/2022-2023

The Government of the Republic of Kenya has received financing from the International Fund for Agricultural Development
(IFAD) towards the cost of the Rural Kenya Financial Inclusion Facility (RK-FINFA) project and intends to apply part of the
proceeds under the contract for Provision of Consultancy Services for Baseline Survey for the Rural Kenya Financial Inclusion
Facility (RK-FINFA).
The use of any IFAD financing shall be subject to IFAD’s approval, pursuant to the terms and conditions of the financing
agreement, as well as IFAD’s rules, policies and procedures. IFAD and its officials, agents and employees shall be held
harmless from and against all suits, proceedings, claims, demands, losses and liability of any kind or nature brought by any
party in connection with the Rural Kenya Financial Inclusion Facility (RK-FINFA) project.
The consulting services (“the services”) include carrying out a baseline survey which will consist of quantitative and qualitative
information. It will provide an information base against which to monitor and assess RK-FINFA’s progress and effectiveness
during implementation and after the project is completed. RK-FINFA seeks to impact on the beneficiaries’ access
to financial services, increased productivity of rural enterprises, and climate resilience. The study will also provide baseline
information for comparing project’s results before and after intervention and in areas with and without the intervention.
The consulting firm will be expected to undertake the following tasks:
• Review of background information and development of the initial situation analysis
• Develop sampling strategy and survey instruments
• Conduct the data collection
• Process and analyze collected data and prepare survey reports
This Request for Expressions of Interest (REOI) follows the General Procurement Notice that appeared on the IFAD website
and on UNDB on 1st March, 2023 and on MyGov newspaper on 28th February, 2023.
The National Treasury, Rural Kenya Financial Inclusion Facility (RK-FINFA) project (“the client”) 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.
Interested firms should fill the template for Expressions of Interest found at the following links; www.treasury.go.ke and
www.tenders.go.ke and send it to the address indicated below.
The attention of interested Consultants is drawn to IFAD’s Anti-Money Laundering and Countering the Financing of Terrorism
Policy (https://www.ifad.org/en/document-detail/asset/41942012) and the Revised IFAD Policy on Preventing
Fraud and Corruption its Activities and Operations (www.ifad.org/anticorruption_policy). The latter sets forth IFAD’s
provisions on prohibited practices. IFAD further strives to ensure a safe working environment free of harassment, including
sexual harassment, and free of sexual exploitation and abuse (SEA) in its activities and operations as detailed in its IFAD
Policy to Preventing and Responding to Sexual Harassment, Sexual Exploitation and Abuse (https://www.ifad.org/en/
document-detail/asset/40738506).
The Consultant shall not have any actual, potential or reasonably perceived conflict of interest. A Consultant with an actual,
potential or reasonably perceived conflict of interest shall be disqualified unless otherwise explicitly approved by the Fund.
A consultant including their respective personnel and affiliates are considered to have a conflict of interest if they
a) have a relationship that provides them with undue or undisclosed information about or influence over the selection
process and the execution of the contract,
b) participate in more than one EOI under this procurement action,
c) have a business or family relationship with a member of the Procuring Entity or its personnel, the Fund or its personnel,
or any other individual that was, has been or might reasonably be directly or indirectly involved in any part of
(i) the preparation of this REOI,
(ii) the shortlisting or selection process for this procurement, or
(iii) execution of the contract. The consultant has an ongoing obligation to disclose any situation of actual, potential
or reasonably perceived conflict of interest during preparation of the EOI, the selection process or
the contract execution. Failure to properly disclose any of said situations may lead to appropriate actions,
including the disqualification of the consultant, the termination of the contract and any other as appropriate
under the IFAD Policy on Preventing Fraud and Corruption in its Projects and Operations.
A consultant will be selected in accordance with the Quality- and Cost-based Selection (QCBS) method set out in IFAD’
project procurement handbook that can be accessed via the IFAD website at www.ifad.org/project-procurement.
The shortlisting criteria are:
• General experience: Firm has been in existence for 5 years
• 5 years’ experience conducting similar survey fieldwork i.e. designing of surveys, data collection, validation,
entry and analysis, quality assurance for development Programmes’ in Kenya or in the East Africa region
• Demonstrate experience in development Programmes’ working in rural settings in the thematic areas of agriculture,
trade and development, economic empowerment and social issues including gender-based social
inclusion including Excellent stakeholder engagement skills and working in diverse cultural setting
• Experience in using Statistical Modelling Tools such as SPSS, Stata, Power BI, Advanced Excel or other similar
software for data analysis.
• Demonstrate capacity to conduct the surveys in Kenya or in the East Africa Region within a strictly specified time
frame
Consultants may associate with other firms in the form of a joint venture or a sub-consultancy to enhance their qualifications.
Any request for clarification on this REOI should be sent via e-mail: procurement@treasury.go.ke to the address below
no later than Friday 7th April, 2023 at 5.00 p.m. Kenyan Time The client will provide responses to all clarification requests
by Monday 10th April, 2023 at 5.00 p.m. Kenyan Time.
Expressions of interest must be delivered in written form using the forms provided for this purpose.
Completed Expression of Interest documents enclosed in a plain sealed envelope clearly marked “REOI for Provision of
Consultancy Services for Baseline Survey for the Rural Kenya Financial Inclusion Facility (RK-FINFA)” and addressed to: –
The Principal Secretary
The National Treasury
Rural Kenya Financial Inclusion Facility (RK-FINFA) project
Harambee Avenue
6th Floor, room 619
P.O BOX 30007-00100, Nairobi, Kenya
Tel: +254-20-2252299 , Email: procurement@treasury.go.ke
and be deposited in the Tender Box provided at the National Treasury Building, 6th Floor, Harambee Avenue, Nairobi, so as
to be received on or before Thursday 13th April, 2023 at 1100 hours, Kenyan Time.
The Expression of Interest will be opened immediately after the closing date and time in the presence of candidates or
their representatives who choose to attend at the National Treasury, Harambee Avenue, Nairobi, Conference Room on
6th Floor, Room 603 on Thursday 13th April, 2023 at 1100 hours, Kenyan Time.
HEAD, SUPPLY CHAIN MANAGEMENT SERVICES.
FOR: PRINCIPAL SECRETARY / NATIONAL TREASURY