Association of Ethiopian Micro Finance Institutions (AEMFI) invites qualified Training and Academic Institutions (Resource Organizations) or Consulting Firms


  • Category : Academic Consultancy
  • Posted Date : 06/18/2022
  • E-mail :
  • Phone Number : 0115572202
  • Source : Reporter
  • Closing Date : 06/24/2022


Association of Ethiopian Micro Finance Institutions (AEMFI)

Request for Expression of Interest (Re-advertised)

Country:                                   Ethiopia

Program:                                  Rural Financial Intermediation Program III

Abstract:                                  Preparation/Revision of Training Modules

Sector:                                       Consultancy Service

Grant No. Reference No.



  1. The   Federal   Democratic   Republic   of   Ethiopia   has   received   financing   from   the International Fund for Agricultural Development (IFAD) for the Rural Financial Intermediation Program III (RUFIP-III), and of which a portion of the funding will be utilized towards qualified payments on assignments for consultancy services in order to undertake different types of training for MFIs professionals serving in different positions.
  2. The  main  purpose/objective  of  this  consultancy  is  to  enhance  the  capacity  of  MFIs engaged  at  RUFIP  III  program  through  training  to  deliver  inclusive  and  sustainable financial services to their targeted clients and other low income rural people in their operating areas. . In line with this general purpose the expected output is development/reviewing of training modules that are going to be used as training materials for  the  enhancement  of  the  capacity  of  human  resource  in  the  micro  finance  sector involved in this program. The main activities include :

  Developing training manuals/modules

  Reviewing and revising existing training manuals/ modules

 Compiling final training completion report to be submitted to AEMFI

  1. The Association of Ethiopian Micro Finance Institutions now invites qualified Training and Academic Institutions (Resource Organizations) or Consulting Firms to indicate their interest in providing the above mentioned services. Interested Resource Organizations / Consulting  Firms  must  provide  information  demonstrating  that  they  are  qualified  to perform the assignments (promotional materials, description of similar assignments undertaken in Ethiopia and/or other developing countries for at least a period of two years, experience in similar conditions, general qualification and experience and number of key staff available for the tasks, renewed appropriate licenses, etc).
  2. Prospective Resource Organization(s) or Consulting Firm(s) may associate to enhance their qualifications, but should mention whether their association is in the form of either “Joint-Venture” or “Sub-Consultancy”. In the case of an association, all members of such ‘association’ should have real and well-defined inputs to the assignment and the same should be detailed in the EOI submitted.
  1. 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 client’s board of directors 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 expression of interest, (ii) the 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 Operations1.
  • All consultants are required to comply with the Revised IFAD Policy on Preventing Fraud and Corruption in its Activities and Operations (hereinafter, “IFAD’s Anticorruption Policy”) in competing for, or in executing, the contract.
    • a) If determined that a consultant or any of its personnel or agents, or its sub- consultants, sub-contractors, service providers, suppliers, sub-suppliers and/or any of their personnel or agents, has, directly or indirectly, engaged in any of the prohibited practices defined in IFAD’s Anticorruption Policy or integrity violations such as sexual harassment, exploitation and abuse as established in IFAD’s Policy to Preventing and Responding to Sexual Harassment, Sexual Exploitation and Abuse2 in competing for, or in executing, the contract, the EOI may be rejected or the contract may be terminated by the clien
    • b) In accordance  with  IFAD’s  Anticorruption  Policy,  the  Fund  has  the  right  to sanction firms and individuals, including by declaring them ineligible, either indefinitely or for a stated period of time, to participate in any IFAD-financed and/or IFAD-managed activity or operat A debarment includes, inter alia, ineligibility to: (i) be awarded or otherwise benefit from any IFAD-financed contract, financially or in any other manner; (ii) be a nominated sub-contractor, consultant, manufacturer, supplier, sub-supplier, agent or service provider of an otherwise eligible firm being awarded an IFAD-financed contract; and (iii) receive the proceeds of any loan or grant provided by the Fund. The Fund also has the right to recognize debarments issued by other international financial institutions in accordance with its Anticorruption Policy.
    • c) Consultants and any of their personnel and agents, and their sub-consultants, sub- contractors, service providers, suppliers, sub-suppliers and any of their personnel and agents are required to fully cooperate with any investigation conducted by the Fund, including by making personnel available for interviews and by providing full access to any and all accounts, premises, documents and records (including electronic records) relating to this selection process or the execution of the contract and to have such accounts, premises, records and documents audited and/or inspected by auditors and/or investigators appointed by the Fu
    • d) Consultants  have  the  ongoing  obligation  to  disclose  in  their  EOI and  later  in writing as may become relevant: (i) any administrative sanctions, criminal convictions or temporary suspensions of themselves or any of their key personnel or agents for fraud and corruption, and (ii) any commissions or fees paid or to be
    • 1 The policy is accessible at paid to agents or other parties in connection with this selection process or the execution of the contract. As a minimum, consultants must disclose the name and contact details of the agent or other party and the reason, amount and currency of the commission or fee paid or to be paid. Failure to comply with these disclosure obligations may lead to rejection of the EOI or termination of the contract.
    • e) Consultants are required to keep all records and documents, including electronic records, relating to this selection process available for a minimum of three (3) years after notification of completion of the process or, in case the consultant is awarded the contract, execution of the con
  1. The Fund requires that all beneficiaries of IFAD funding or funds administered by IFAD, including the client, any consultants, implementing partners, service providers and suppliers, observe the highest standards of integrity during the procurement and execution of such contracts, and commit to combat money laundering and terrorism financing consistent  with  IFAD’s  Anti-Money  Laundering  and  Countering  the  Financing  of Terrorism Policy.3
  2. Resource Organizations/ Consulting Firms will be selected in accordance with IFAD’s Project Procurement Handbook. Short listing firms will be conducted on the basis of an assessment of the firm’s profile, specific and general experience of the firm, experience and competencies of proposed resource persons assigned to the assignment in general. The detail is presented on Table 1 below at the end of this document. Moreover, the following criteria will be  considered  compulsory  as preliminary evaluations for the EOI to be taken into account:

 At least two training modules developed for financial sector

 At least two training in the financial sector

 At least two year firm’s existence as a training provider and related consultancy

 Capacity to carry out several training in parallel

 English- and if possible also Amharic-speaking team

Table 1: Details of REOI evaluation  criteria

No. Description Weight


1 Specific experience 40%
1.1 > 8 Years experience in preparing modules and more than 10 modules 60
1.2 4-5 years experience in preparing modules and more than 10 modules 55
1.3 2-3 years experience in preparing modules and more than five modules 40
1.4 < 2 years experience in preparing modules and more than two modules 30
2 General experience in the financial sector (Research, training, consultancy etc) 30
2.1 > 5 Years experience and five and more works 30
2.2 4-5 years experience and three and more works 25
2.3 2-3 years experience and one and more works 20
2.4 < 2 year experience 15
3 Clarity of the proposal/EOIs 10
4 Firm’s Profile & structure/organization 20

N.B     The Minimum  Pass mark is 70%

  1. The final selection of the organization to perform the assignment shall be based on a Quality-and Cost-Based Selection (QCBS) method through Request for Proposals.
  2. The Expression of Interest document should not exceed 40 pages.
  3. All pages of the EoI document should be numbered, dated, signed, stamped and the stamp of the organization should be sealed near the  authorized signatory on all pages. The application should be signed by authorized person. Additional sheets to be attached by the applicant should also be numbered and submitted as a package with signed letter. All costs associated with the preparation and submission of EoI shall be covered by the applicant. Bidder firms could attach more evidential documents.
  4. Legal documents required from the applicant includes: Certified copy of valid registered VAT, Certified copy of valid Tax Identification Number (TIN) and Renewed Trade license for fiscal year.
  5. Interested Resource Organizations or Consulting Firms may obtain further information, if required at the address below during working days (Monday to Friday) from 8:30 a.m – 12:30 p.m and 1:30 p.m to 5:30 p.m.
  1. Submission of EOI must be in sealed envelopes, clearly marked “Expression of interest for consulting services   and   Preparing/Revising   Various   Training   Modules   for   MFIs professionals  with  AEMFI  under  RUFIP  III  (IFAD  financing)”  and  delivered  to  the address  given  below by 5:30  p.m (local time),  21 consecutive  days  after  the  EOI is publicly advertised.
  1. The EOIs and all documents shall be submitted in English, one original and one copy.

Late submission shall be rejected. Expression of Interests (EOIs) shall be submitted into the tender box prepared for this purpose or deliver on hand to the office on or before the delivery date stated above.

The address of the association is:

Association of Ethiopian Micro Finance Institutions (AEMFI)

Africa Avenue, Bole Road, P.O. Box 338 Code 1110, Addis Ababa, Ethiopia

Tel +251 115 572202/ 0115-572170

Fax: +251 115 572198, email: ;,

AEMFI reserves the right to accept or reject bid before signing of contract.