Consultancy to undertake workload analysis and capacity development plan for The National Treasury’s Climate Finance & Green Economy Unit

1. Background

The National Treasury established the Climate Finance and Green Economy (CF&GE) Unit, in 2016 as per the provision of the Climate Change Act of 2016 and the National Policy on Climate Finance. The overall objective of the Unit is to provide technical support to the National Treasury on all matters relating to coordination of climate finance actions and financing the green economy in the country. The Unit has played a pivotal role in advancing climate action and sustainable development in Kenya. Housed within the National Treasury, the CF&GEU coordinates climate finance initiatives and mainstreams climate and green finance principles into the public finance management architecture.

As emerging issues in the green and climate finance space continue to evolve, it is crucial for Kenya to stay abreast of global transitions toward a green economy. Therefore, assessing the unit’s technical capacity considering these developments becomes necessary. The National Treasury through the CF&GE Unit in collaboration with the FSD-Kenya is implementing a Technical Assistance (TA) on climate and green financing ‘The main objective of the TA is to strengthen the technical and institutional capacity of the CF&GE Unit through long term capacity building aimed at enhancing climate finance coordination and governance.

To this end, The National Treasury through the support of the FSD Kenya seeks services of eligible individuals or firms to undertake a workload analysis and formulate a capacity development plan of the CF&GEU.

2. Objectives

The primary goal of this assignment is to analyse the workload and evaluate the existing capacity needs of the CF&GEU towards enhancing effectiveness in executing its mandate of driving climate finance and green economy initiatives in Kenya. Specifically, the assessment aims to:

• Undertake a workload analysis of the Unit;
• Identify skills and competencies required for effective performance of the Unit;
• Establish the staffing levels of the Unit;
• Identify challenges and capacity gaps that hinder the effective performance of the Unit;
• Propose the adjustment of the organization structure based on the established optimal capacity of the Unit and the future workload needs;
• Recommend a Capacity Development Plan for Unit;

3. Scope of work

The objective of this Consulting services will be achieved through the following tasks:

a) Workload analysis – Conduct a detailed analysis of the workload at individual level, functional level and organizational level. This will include:

• Identification of core work and capabilities for execution of the CF&GEU’s mandate on climate and green financing.
• Asses the functionality and operations of the unit, its operational procedures, coordination mechanisms, and resource allocation.
• Organise and structure current activities and capabilities of the CF&GEU in a compelling and pragmatic manner
• Assess of current and future workload distribution of the Unit in consultation with key staff.
• Assess current and future Interdepartmental coordination requirements, including with other Ministries, Parastatals and Executive Office of the President

b) Workforce mapping – Analyze and map the existing workforce at the Unit against the current and anticipated workload of the Unit in consultation with key staff.

c) Determine the future anticipated workforce requirements of the Unit including the determination of the optimal staff establishment, budgetary implications and provide recommendations.

d) Provide the factors to consider in the future staff establishment of the Unit including outlining key priority skills needs and how these can be filled through upskilling, new hires etc.

e) Priority Capacity Needs – Assess and determine existing capacities and identify the priority capacity gaps needed for future requirements of the functioning of the CF&GEU. Analyse that Unit’s capacity gaps in terms of the numbers and capacity in knowledge and skills.

f) Organizational Structure – Analyze the CF&GEU’s organizational structure by detailing its mandates, functions, and organizational chart. Make recommendations for a comprehensive cost-effective structure including adjustments in the Organization structure premised on the workload analysis findings including alignment with structures and mandates within The National Treasury

g) Capacity Development Plan – Propose actionable, phased and progressive actions and recommendations to be implemented to address the key findings of the analysis and assessment. Provide concrete strategies for enhancing collaboration with other relevant departments and institutions.

4. Conduct of the work

The Consultant will enter into a contract with FSD Kenya and shall work under the guidance of and report directly to the Head of the Climate Finance and Green Economy Unit, with overall supervision of Principal Secretary (PS), National Treasury.

5. Outcomes and deliverables

The expected outcomes of the assignment are as indicated below:

a) Inception report

b) Action Plan

c) Minuted Progress Update Meetings

d) Comprehensive workload analysis report- Draft and final version

e) Comprehensive capacity development plan with actionable recommendations.

f) Completed Validation Workshops

g) Validation Workshop reports and PowerPoint presentations

6. Proposal

The technical proposal shall include the following information using the consultant’s preferred proposal template:

• Location: Proposer’s size and geographic/jurisdictional scope, including office locations globally, and the jurisdictions in which the proposer has qualified staff.
• The main contact point(s) and responsible partner/manager for the assignment.

7. Assessment

FSD Kenya will undertake a due diligence assessment and screening of the preferred Bidder to include reference checks. FSD Kenya will share a Third-party screening questionnaire to aid in processing the assessment and screening.

FSD Kenya reserves the right to proceed or reject Bidder(s) depending on the outcome of this assessment and consider the next ranked bidder. The findings of this assessment will be kept confidential and used internally for the purposes of this evaluation.

FSD Kenya reserves the right to accept any tender (s) or to reject all tenders at any time. FSD Kenya also reserves the right to cancel this procurement at any point in time prior to award of the contract.

If you would like to lodge a complaint regarding this procurement process, please write to [email protected] with the address complaint: Climate Finance and Green Economy Unit workload analysis and capacity development plan. FSD Kenya procurement team will receipt of the complaint in writing within three (3) working days.

During the course of this procurement if you come across any issues of bribery, corruption or wrongdoing on FSD Kenya part, please feel free to contact Lydiah Kioko, FSD Kenya Head of Operations at [email protected] or [email protected]