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Feb 4, 2022

Regional or Local Firms to Provide Capacity Building Services




Sources Sought Notice for

Regional or Local Firms to Provide Capacity Building Services

SSN No. 002

Date: February 3, 2022

Issued by

SoCha, LLC

Kenya: +254 718 058 798
www.socha.net

SOURCES SOUGHT NOTICE

Regional or Local Firms to Provide Capacity Building Services



Page 2

Subject:

Sources Sought Notice (SSN) for Regional or Local Firms to Provide Capacity Building Services

SSN Number:

002

Date of Issuance:

February 3, 2022

Questions Due:

15:00 (3:00 pm) February 10, 2022

Responses Due:

17:30 (5:30 pm) February 18, 2022

Point of Contact:

Elsie Opiyo

Phone: +254 718 058 798

Email: eopiyo@socha.net

Dear Potential Offeror,

SoCha LLC is pleased to announce this sources sought notice (SSN) for Regional or Local Firms to Provide Capacity Building Services. SoCha—a United States-based international development firm with an office in Nairobi—is soliciting responses from interested firms so that we can build a roster of high-quality businesses based in Kenya that we can work with on anticipated capacity building projects.

This document provides a background about SoCha (Section 1), describes our capacity building needs (Section 2), outlines the qualifications we seek from interested firms (Section 3), defines the information we want from your firm (Section 4), explains our selection criteria (Section 5), and contains instructions on how to respond to this SSN (Section 6). An annex contains two attachments: (A) Services List and (B) Price Matrix.

On behalf of SoCha’s entire Nairobi-based team, we look forward to receiving your response and confirmed interest in being a potential vendor by 17:30 (5:30 pm) on Friday, February 18, 2022.

Thank you,

Elsie Opiyo

Program Manager

Phone: +254 718 058 798

Email: eopiyo@socha.net

SOURCES SOUGHT NOTICE

Regional or Local Firms to Provide Capacity Building Services



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  1. BACKGROUND

    1.1 About SoCha

    SoCha is an international development company based in the United States with a field office in Nairobi, Kenya. Our name is based on a combination of the words Social and Change. We provide a variety of professional services to multilateral and bilateral donors, non-governmental organizations (NGOs), and global clients that need analytical and technical services. In the last decade, we’ve delivered 50 contracts to 17 clients in 28 countries that address global health, economic growth, agriculture and trade, education, biodiversity and climate change, urban programs, women in development, youth, and collaborative partnerships.

    SoCha’s team in Nairobi is looking for firms based in Kenya with capacity building experience that are interested in contracting with us on future work. We have both immediate and future needs to partner with qualified firms on a variety of capacity building initiatives.

  2. STATEMENT OF NEED

    2.1 Our Needs

    SoCha seeks to supplement its strong analytical capabilities with a roster of high-quality firms that can provide one or more of the following services in support of local organizations in Kenya:

    ● Start-up foundational technical assistance services and coaching to local partners on

    o human resource systems and practices,

    o governance structures,

    o finances and managing funds,

    o monitoring and reporting results,

    o organizational policy formulation.

    ● Conducting organizational assessments and formulating plans of action for the most appropriate and cost-effective technical assistance to address findings and the root causes of identified weakness.

    ● Short- or long-term technical assistance services to local partners in specialized areas as identified through the assessments.

    2.2 Our Goals and Objectives

    SoCha is using this SSN to assemble a roster of high quality firms that can help improve local partner organizational capacity. By improving local partner organizational capacity, SoCha aims to, in turn, improve the impact of investments in said partners, and thus, improve development outcomes in Kenya.

  3. QUALIFICATIONS

    SoCha is seeking responses from firms that have the following qualifications:

    ● Experience with one or more of the services outlined in section 2.1 Our Needs above

    ● Prior experience working in organizational capacity building and conducting organizational assessments

    ● Experience working in the organizational development field in Kenya and East Africa

    ● An office or presence in Kenya with an identified point-of-contact

    SOURCES SOUGHT NOTICE

    Regional or Local Firms to Provide Capacity Building Services

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● A commercial price list or similar presentation of prices

● The ability to execute and manage different types of contracts (for example, cost-reimbursable, firm fixed price, or time and materials)

● The ability to provide references from previous clients or customers



  1. INFORMATION REQUESTED

    SoCha requests the following information from firms interested in responding to this SSN:

    ● A cover letter or email submitted to SoCha (per the terms of 6. Response Instructions below) that contains:

    o An expression of interest in being considered by SoCha for future partnership and contract opportunities

    o The number and location(s) of your office(s) in Kenya

    o The name, title, email address, and phone number of your firm’s point of contact for this SSN

    o The name, title, email address, and phone number of two references for prior work that your firm performed

    o A short statement of your firm’s experience with organizational capacity building and organizational assessments.

    o Answers to the following prompts:

    ▪ 1. Tell us what you have done to date with regard to capacity building-what capacities have you built, what approach you follow.

    ▪ 2. Evidence of outcomes you may have achieved in the specific training areas that you addressed; to what effect was your capacity building; do you have any quotes from outside your organization?

    ▪ 3. Size and scope of the capacity building already conducted, type of contracts.

    ▪ 4. Illustrative CVs of trainers on your roster; how many staff; profile; full time/part-time.

    ● Attachments

    o Technical Information

    ▪ A brochure or capabilities statement that describes your firm and the services it provides, AND

    ▪ A completed copy of Annex A: Services, Assets, and Ideas Tables.

    o Cost Information

    ▪ A commercial price list, a list of labor categories and hourly wages, or similar document that clearly defines how your firm prices its services, OR

    ▪ A completed copy of Annex B: Price Matrix if your firm does not have a pre-defined price list or set of labor rates

    o Example Organizational Capacity Assessment

    ▪ At least one but not more than three examples of an organizational capacity assessment product relevant to this SSN that your firm provides as either an attachment or a link

    SOURCES SOUGHT NOTICE

    Regional or Local Firms to Provide Capacity Building Services

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  1. SELECTION CRITERIA

    SoCha will review each respondent’s cover letter or email, technical information, cost information, and example work product, then assess their relevance to our statement of need outlined in Section 2. SoCha will then alert and add successful firms to a short list that will receive either Requests for Quotes (RFQs) or Requests for Proposals (RFPs) for forthcoming initiatives.

    Successful firms will be eligible to compete for requests for quotes (RFQs) or requests for proposals (RFPs) for future work. The RFQs and RFPs will be separate competitive procurements with a distribution limited to the successful respondents with the requisite capabilities and experience to deliver them. Each RFQ and RFP will have its own specific scope and associated technical and cost criteria.

    At its discretion, SoCha may convene virtual or face-to-face (depending on the social distancing recommendations at the time of the meeting) ideation or co-creation sessions with selected respondents when we have additional requirements to share about specific initiatives. These sessions may inform subsequent RFQs and RFPs.

  2. RESPONSE INSTRUCTIONS

    If you have questions about this SSN, please email them to Ms. Elsie Opiyo (eopiyo@socha.net) by the Questions Due date and time shown in the cover letter above. Please use the email header “ATTN: SSN Q&A” when submitting questions. SoCha is not obligated to answer any questions received after the deadline.

    To submit your SSN response, please follow the instructions in 4. Information Requested above and send your submission to Ms. Elsie Opiyo (eopiyo@socha.net) by the Responses Due date and time shown in the cover letter above. Please use the email header “ATTN: SSN Response” when submitting your information. SoCha is not obligated to review any submissions received after the deadline.

    SOURCES SOUGHT NOTICE

    Regional or Local Firms to Provide Capacity Building Services

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ANNEX A: SERVICES LIST AND SUPPLEMENTARY TABLES

Please submit the tables in this Annex along with your technical information per 4. Information Requested above.

Service List (Mandatory – Please include this in your technical response per Section 4 above). Place checks in the following table’s columns where your firm has experience:

● Core Service Area: Place an “X” in this box if your firm specializes in providing these services. Note that you only need to have experience in one of the six services to be eligible to become part of SoCha’s roster.

● Donor or Government-Funded Experience: Place an “X” in this box if your firm has experience delivering a service on a project funded by an international development donor or a government ministry.

Please see the services listed above in section 2.1 Our Needs the types of work covered by each area. Service Core Service Area Donor or Government-Funded Experience

Startup TA for HR systems & practices

Startup TA for governance structures

Startup TA for finances & managing funds

Startup TA for monitoring & reporting results

Startup TA for org policy formulation

Conducting OCAs & formulating action plans

STTA and LTTA to address root cause organizational weaknesses

SOURCES SOUGHT NOTICE

Regional or Local Firms to Provide Capacity Building Services



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ANNEX B: PRICE MATRIX

Please only submit this annex if your firm does not have a commercial price list or set of labor categories with hourly prices. (If your firm has a commercial price list or labor category pricing schedule, submit that instead of the following matrix.)

In order to ascertain how your firm recovers costs for services rendered for contracting purposes, SoCha needs to understand the prices your firm charge for services. Use the following table to identify:

● Units of cost. For example, these could be labor categories: Project Managers, HR, Finance, Governance, M&E Experts, OCA Experts, etc. Or, they could be classifications of staff, such as Senior Staff (15+ years of experience), Mid-Level Staff (6 to 14 years of experience), and Junior Staff (0 to 5 levels of experience).

● Cost per unit. For example, the number of shillings you charge for an hour of work performed.

● Explanation of the unit or costs. For example, a short description of the labor category, a note on the number of years used to define senior staff, mid-level, or junior staff, etc.

Units of Cost Cost per Unit Explanation of Unit or Costs




How to apply


To submit your SSN response, please follow the instructions in 4. Information Requested above and send your submission to Ms. Elsie Opiyo (eopiyo@socha.net) by the Responses Due date and time shown in the cover letter above. Please use the email header “ATTN: SSN Response” when submitting your information. SoCha is not obligated to review any submissions received after the deadline.


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