REQUEST FOR PROPOSAL FOR NSSF TIER II MANAGEMENT THROUGH A RETIREMENT BENEFITS SCHEME

The bidders must send their responses and related documents by email ([email protected]) by 10th August, 2026 at the latest.

Explicit reference must be made to the above RFP reference:

By email: in the email subject line

Proposals submitted beyond the above deadline will be rejected and returned to the bidder or discarded.

Bids submitted must remain valid for at least 90 days after submission.

Introduction

The overall objective of this assignment is to set up a structured employee benefits scheme that ensures professional administration with value addition by a registered entity, and seeks services from a reputable firm to undertake the setting up and administration and fund management of the scheme.

To succeed in achieving the objective, the Service Provider is required to apply the highest degree of professionalism and ensure that the process is open, transparent, and aboveboard.

Médecins Sans Frontières

Médecins Sans Frontières (MSF) translates to "Doctors Without Borders." We provide medical assistance to people affected by conflict, epidemics, disasters, or exclusion from healthcare. Our teams are made up of tens of thousands of professionals working in health and medical care, logistics, administration, communications, skilled trades—all bound together by our charter and serving people in need. Our actions are guided by medical ethics and the principles of impartiality, independence, and neutrality. We are a non-profit, self-governed, member-based organisation.

MSF was founded in 1971 in Paris by a group of journalists and doctors. Today, we are a worldwide movement of over 67,000.

Selection process

Bidders shall submit a technical and a financial proposal separately, in clearly marked separate emails. The financial proposal shall be sealed, and no financial information shall be contained in the technical proposals. Both envelopes or digital documents must be submitted per the schedule and contact details detailed in sections 3.1 and 4.3.

(a) First Proposal containing the bid for services to be supplied, clearly marked on the outside "TECHNICAL PROPOSAL"

(b) Second Proposal containing the original and one copy of the detailed commercial offer, itemized per the technical proposal, clearly marked as "FINANCIAL PROPOSAL"

Only technical Proposals shall be opened on the date of submission. Financial Proposals shall remain sealed until the technical evaluation is completed.

The technical proposal must show that the attached Terms of Reference /Technical details and their objectives have been fully understood and the proposed methods and resources must match the detailed needs.

In drawing up the technical proposal for services, the bidder should observe the Terms of Reference and any particular requirements in this document and the below evaluation criteria.

In assessing the technical bids for services, value will be attached to brief, precise and customized statements. The document should be clear, complete and arranged in a readable way. The presentation may include diagrams, tables and graphs as necessary.

The technical assessment of the bids will be done according to the following criteria/weighting:

S/No.	CRITERION	Guiding Notes	Max Points
1.	Total Portfolio value ofthe guaranteed fund under management (Kshs)	• above 100 Billion (20 marks) • 50 billion – 100 Billion (10 marks) • 50 billion and below (5 marks)	20
2.	CapitalAdequacy Ratio as per 2025 Audited accounts	• 200% and above (15 marks) • 150% – 200% (10 marks) • 100% and 150% (5 marks)	15
3.	Experience ofthe firm in relation to the assignment	• 15 years and above (15 marks) • 10years - 14 years (7 marks) • 9 years and below (3 marks)	15
6.	Provide a list of 5 key technical staff with over 20 years’ experience attached to the account who should be members of a recognized professional body (attach evidence)	• 5 key technical staff with 20 years’ experience (20 marks) • 3 key technical staff with 20 years’ experience (15 marks) • 2 key technical staff with 20 years’ experience (10 marks)	20
7.	Provide evidence of having dealtwith 5 firms on similar or related consulting assignment	• Reference letters, contracts or completion letters	20
8.	Ten (10) year average rateofreturn (whether net or gross of expenses)	• 10% and above (10 marks) • 7% - 10% (8 marks) • 7% and Below (2 marks)	10
	NB: Minimum pass mark score is 80 Points.		100

RFP Requirements

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RFP Requirements

Proposal

The proposal shall be submitted in two separate parts: A Technical offer and a Financial offer as detailed in section 3.7.

Annexes

In addition to the proposal, to be submitted per details in section 4.1.1, bidders are required to submit the below documents and information:

Certificate of Registration/Incorporation
Trading license/Business permit indicating location of operation/premises
KRA PIN certificate for the organization
Valid Tax Compliance Certificate
CR-12 issued in the last one year
Valid practicing certificate from relevant body
Professional Membership Certificate of lead consultant
Audited financial statements for the 2024 and 2025
A detailed company profile
Financial turnover report (Year N-1, N-2 at least)
Total number of staff (Year N-1, N-2 at least)
Letter from bidder’s bank guaranteeing solvency
CVs of key personnel to be involved in the contract implementation
Non-Disclosure Agreement

Failure to provide all of the above and in the formats stipulated will automatically result in disqualification of the Tenderer’s proposal.

General requirements

General Requirement	Response
Name of organization
Address for all correspondence
Contact name and position
Telephone number
Fax number
Email address
Website address
Address of registered office
Number of employees that the organization has who can be involved with this project at a technical level
If the supplier is a member of a group of companies, please give the name and address of the parent company(ies)
If the supplier has partnerships, alliances, agreements with other companies, please give the name of the company(ies)

Financial information

Financial Information Required	Response
Name of Bank (from which a financial reference may be sought)
Address of Bank
Telephone number of Bank
Suitable contact name and telephone number (if different from above)
What is your Company Registration Number?
Is your Company VAT registered? If so, please provide your VAT Registration Number (Tax Compliance Certificate)
Provide details of the Annual Turnover (In Kshs.)
• Latest year
• One year previous
Payment currency
Payment terms	As per MSF Payment terms

Customer Reference

Please indicate how many references can be contacted by MSF in total and provide the 3 most relevant references:

Reference 1

Organization:
Contact (name and telephone number):
Scope of the project:
Implementation duration:
Description of the project:
Date of implementation:
Main challenges faced:

Reference 2

Organization:
Contact (name and telephone number):
Scope of the project:
Implementation duration:
Description of the project:
Date of implementation:
Main challenges faced:

Reference 3

Organization:
Contact (name and telephone number):
Scope of the project:
Implementation duration:
Description of the project:
Date of implementation:
Main challenges faced:

Technical Requirements

This RFP concerns the provision of NSSF TIER II Management through a Retirement Benefits Scheme.

For details on requirements (quality, quantity, delivery terms, etc.) and expected service level, refer to the attached Terms of reference.

Download the Request for Proposal