Request for Proposals for Provision of Consultancy Services for Development and Design of Sector-Based Financial Literacy Materials

The CRDB Bank Foundation (CBF) is committed to empowering individuals and communities through financial literacy and capacity-building initiatives. To enhance the impact of our programs, we are seeking a qualified company or institution to develop and design sector-based, tailor-made financial literacy materials. These materials will serve as key resources in training sessions and workshops aimed at improving financial management skills across diverse sectors.

Objective:

The primary objective is to develop user-friendly, engaging, and sector-specific financial literacy materials tailored to the needs of target audiences. The materials should enhance participants’ understanding of financial principles and practices, equipping them with tools to make informed financial decisions.

Scope of Work:

The assignment will include the following:

1. Content Development:
   • Develop sector-specific modules covering key financial topics, including but not limited to budgeting, saving, accessing credit, investment, financial planning, debt management, markets, and digital literacy.
   • Ensure content aligns with best practices and local context, incorporating case studies and practical examples.
2. Design of Training Materials:
   • Create visually appealing and interactive materials such as booklets, brochures, presentations, handouts, and educational videos.
   • Develop materials in formats suitable for both in-person and digital training sessions.
3. Testing and Validation:
   • Pilot the materials with selected participants to gather feedback.
   • Refine materials based on feedback to ensure effectiveness and relevance.

Minimum Requirements:

• Applications will be conducted according to CRDB’s Procurement Policies and Procedures.
• Only eligible and qualified firms will be shortlisted for engagement on further steps to award.
• A complete tender document (RFP) with full work scope and evaluation criteria can be obtained from the tender portal (https://crdbbank.co.tz/en/about-us/tender) under the CRDB Bank Plc website.
• Only eligible and qualified firms with demonstrative experience, technical competency, and who comply with sustainability issues will be considered.
• Firms must declare any conflict of interest in relation to any member of CRDB Bank staff. CRDB Bank Foundation will not procure goods or services from suppliers where the employees are conflicted and have not declared a conflict of interest.
• The foundation reserves the right to request submission of additional information from prospective applicants. All filled application documents should be clear and readable.

Submission Details:

• All proposals (Technical & Financial) must be encrypted and submitted via email at tenders@crdbbank.co.tz, with a copy to procurementdesk@crdbbank.co.tz (no physical and late submission will be accepted).
• The deadline for submission of the application(s) is Monday, 29th January, 2025, at 1500 hours. Thereafter, no submission will be accepted.

Contact Details:

For clarity, any questions regarding the application process should be directed to:

• Email: info@crdbbank.co.tz (Copy to: procurementdesk@crdbbank.co.tz)
• Phone Numbers: 0222197700; 0800008000; 0714197700; 0755197700

Address:

CRDB Bank Foundation Headquarters,
Plot No.25 & 26 Ally Hassan Mwinyi Road & Plot No.21 Barrack Obama Road,
P.O. Box 268, 11101 Dar es Salaam, Tanzania.
Tel: +255(0) 22 2117441-7
Fax: +255(0)22 211 6714
Website: http://www.crdbbank.co.tz