Request for Proposal
For Conducting Training on
to Submit Proposal
January 19, 2015
RFP for conducting training on Financial Engineering
- You are requested to submit a proposal
for consulting services in respect of the above referenced subject. Your
proposal could form the basis for a contract between your firm /
institution and the Kenya Association of Manufacturers (KAM).
- To enable you submit a proposal , please
find enclosed :
Annex I: Proposal submission:
Description of requirements for proposal
b) Annex II: Terms of Reference (TOR), containing a description of
KAM requirements for which these services are being sought.
This letter is not to be construed in any way
as an offer to contract with your firm/ institution.
Betty Maina, MBS
Manner of submission
- Your proposal shall be prepared in the English
- Your proposal shall comprise the
Technical component and
Financial ( price component)
- Your proposal shall be prepared in
duplicate with one marked “original” and the other marked “copy”. In the
event of any discrepancy between them, the original shall govern.
- Please insert dates and address as
Content of Proposal
of the firm and the firm’s qualifications;
Company Certificate of incorporation
description of Understanding of the requirements for services, including
approach and methodology;
project team members;
brief of relevant similar projects undertaken in the past 2 years.
ii) Financial (Price Component)
summary of the price;
period of its validity;
KRA PIN and VAT certificate copies
Payment terms (provisions)
Kenya Association of Manufactures
policy is to pay for contractual services based on performance of contractual
services rendered. For this task, KAM intends to make all payments upon
completion of the assignment
Evaluation of proposals
A two stage procedure will be
utilized in evaluating the proposals, with evaluation of the Technical
component being completed prior to any price component. Scores will be awarded
for the technical proposal.
The price component proposal will be opened
only for those firms/ institutions whose technical component meets the
requirements for the assignment, as indicated by a score of more than 70%.
Deadline for Submission
The proposals are to be submitted
to AAM resources, Purshotam House, Chiromo Lane, Next to Diagnostics centre, by February 18, 2015, at 12.00
p.m. Late submissions will not be opened.
Please Label the Envelope “Financial
Terms of Reference
Conducting Training on Financial Engineering
The Kenya Association of Manufacturers (KAM)
is collaborating with the Government of Kenya to implement energy efficiency
activities in the country, with a view to reducing energy costs to Kenyan
Financial Engineering Course is designed to enable participants acquire skills
to conduct energy audits and develop bankable financial models for energy
efficiency projects at industry level and other sectors of the economy and to
facilitate a “common language” between engineers, managers and finance.
the end of the course, participants will be able to develop energy saving
projects from the idea stage to the point of securing financing for the
proposal. Practical projects from the participants’ work place will be carried
out by the participants giving them hands on experience.
through the Centre of Energy Efficiency and Conservation (CEEC), offers
training on Financial Engineering to
provide participants with modern Financial Engineering principles that lead to reduction
in energy costs.
Financial Engineering Training is designed to equip management and technical
personnel with modern approaches to Financial Engineering as relates to energy
management. Upon successful completion of this training, the participants will have covered pertinent
issues on Financial Engineering.
The activities will include:
Development of detailed course content.
Prepare materials and make copies of
training materials for the participants. The copies will be bound and legible and will be available
for ALL the Participants and two copies for KAM (records). In addition
make one soft copy for KAM.
Deliver a training module lasting 4 days on Financial Engineering Training. The
lecture content will include but not limited to the following:
of Technical and Economic analysis of projects
Introduction to energy management and auditing
Identifying energy efficienct options within the firm
Performing basic cash evaluations of the options.
financial development of projects
Developing a financial evaluation of the project
Putting the project into “bankable” form for financing, and
Integrating energy efficiency into the company investment plan
and Verifications of project implementation; integration into management
Implementation of the project and assuring long term performance
of the project
Making presentations of the project to company/bank executives,
Integrating energy efficiency investments into the company
Proper delivery of training to the technical participants using
recent materials. The Trainer will be expected to use practical illustrations
from the industry with emphasis on the Kenyan industry
training report which should include
all the training materials
and course contents
An analysis of the course
evaluation forms and recommendation
List of attendees etc
company will work under the direction of the CEO of KAM, and the Centre for
Energy Efficiency and Conservation (CEEC). KAM will provide documents to the
consultant as necessary.
TIME SCHEDULE AND LEVEL OF EFFORT
assignment will be carried out over a period of 10 days. The period can be extended by the KAM CEO if deemed