SOLICITATION NOTICE
B -- Mexico - Financial Literacy Education Project
- Notice Date
- 7/5/2006
- Notice Type
- Solicitation Notice
- NAICS
- 541690
— Other Scientific and Technical Consulting Services
- Contracting Office
- United States Trade and Development Agency, USTDA, USTDA, 1000 Wilson Boulevard, Suite 1600, C/O US TDA 1000 Wilson Boulevard, Suite 1600, Arlington, VA, 22209-3901
- ZIP Code
- 22209-3901
- Solicitation Number
- Reference-Number-0651016A
- Response Due
- 8/31/2006
- Archive Date
- 9/15/2006
- Description
- POC Evangela Kunene, USTDA, 1000 Wilson Boulevard, Suite 1600, Arlington, VA 22209-3901, Tel: (703) 875-4357, Fax: (703) 875-4009. PLEASE DO NOT CONTACT CONTRACTS OFFICE; PROPOSAL SUBMISSION PLACE: Banco del Ahorro Nacional y Servicios Financieros, Sociedad Nacional de Cr?dito, Instituci?n de Banca de Desarrollo (BANSEFI), Attn: David Estefan G., Eje 10 Sur R?o Magdalena, No. 115, 1er Piso, Colonia Tizap?n, San ?ngel, C.P. 01090, M?xico, D.F., Phone: 011-52-55-5481-3434; Fax: 011-52-55-5481-3449 The Grantee, Banco del Ahorro Nacional y Servicios Financieros, Sociedad Nacional de Cr?dito, Instituci?n de Banca de Desarrollo (BANSEFI), invites submission of qualifications and proposal data (collectively referred to as the "Proposal") from interested U.S. firms which are qualified on the basis of experience and capability to provide technical assistance for the Financial Literacy Education Project in Mexico. U.S. remittances to Mexico for 2005 are estimated to have reached $20 billion, an amount exceeding all foreign direct investment and development assistance to Mexico and second only to the income of PEMEX from oil exports. Although remittances could significantly impact Mexico?s economic development, limited financial education and trust in the banking sector among recipients, primarily in rural areas, has largely contributed to infrequent use of formal financial services and impeded the potential for leveraging the development impact of remittances. Less than thirty percent of the Mexican population is estimated to be using bank accounts or other basic financial services. Mexico?s Ministry of Finance, Secretar?a de Hacienda y Cr?dito P?blico highlighted the need for financial education in Mexico during U.S. ? Mexico bi-lateral Partnership for Prosperity (P4P) meetings in 2005. Mexico?s National Savings Bank, Banco del Ahorro Nacional y Servicios Financieros, Sociedad Nacional de Cr?dito, Instituci?n de Banca de Desarrollo (BANSEFI) has taken the lead on this Project. The objective of this Project is to increase Mexico?s capital mobilization through increased savings rates among low-income Mexican population. A secondary goal is to ensure that Mexican financial institutions are fully aware of the profitable market that remittance recipients represent if appropriately tailored products are properly marketed to them. This Project demands a team of high level financial experts coupled with video technicians that will be able to produce a digital recording of this professional financial literacy training module for application by the Mexican banking sector. This Project is intended to provide training for educators that will educate these Mexicans on the financial products and services that are currently available from financial institutions operating in Mexico, while simultaneously instilling a level of trust that encourages the recipients of remittances to maximize their value by utilizing the formal banking sector. The Terms of Reference (TOR) include the following: (1) Develop Financial Literacy Education Training Module (2) Conduct Financial Literacy Education Training and Media Recording (3) Assessment of Results of Financial Literacy Education Training Modules (4) Prepare and Conduct a Seminar for Mexican Financial Institutions on Financial Literacy Education Training Module and Market Potential of Low-income Families (5) Development Impact of the Financial Literacy Education Project (6) Prepare Final Report on Financial Literacy Education Training Program. The U.S. firm selected will be paid in U.S. dollars from a $697,550 grant to the Grantee from the U.S. Trade and Development Agency (USTDA). A detailed Request for Proposals (RFP), which includes requirements for the Proposal, the TOR, and a background definitional mission report are available from USTDA, at 1000 Wilson Boulevard, Suite 1600, Arlington, VA 22209-3901. Requests for the RFP should be faxed to the IRC, USTDA at 703-875-4009. In the fax, please include your firm?s name, contact person, address, and telephone number. Some firms have found that RFP materials sent by U.S. mail do not reach them in time for preparation of an adequate response. Firms that want USTDA to use an overnight delivery service should include the name of the delivery service and your firm's account number in the request for the RFP. Firms that want to send a courier to USTDA to retrieve the RFP should allow one hour after faxing the request to USTDA before scheduling a pick-up. Please note that no telephone requests for the RFP will be honored. Please check your internal fax verification receipt. Because of the large number of RFP requests, USTDA cannot respond to requests for fax verification. Requests for RFPs received before 4:00 PM will be mailed the same day. Requests received after 4:00 PM will be mailed the following day. Please check with your courier and/or mail room before calling USTDA. Only U.S. firms and individuals may bid on this USTDA financed activity. Interested firms, their subcontractors and employees of all participants must qualify under USTDA's nationality requirements as of the due date for submission of qualifications and proposals and, if selected to carry out the USTDA-financed activity, must continue to meet such requirements throughout the duration of the USTDA-financed activity. All goods and services to be provided by the selected firm shall have their nationality, source and origin in the U.S. or host country. The U.S. firm may use subcontractors from the host country for up to 20 percent of the USTDA grant amount. Details of USTDA's nationality requirements and mandatory contract clauses are also included in the RFP. Interested U.S. firms should submit one English version of their Proposal and one (1) English copy and one Spanish version of their Proposal and six (6) Spanish copies directly to the Grantee by 4:00 PM LOCAL TIME, August 31, 2006 at the above address. Evaluation criteria for the Proposal are included in the RFP. Price will not be a factor in contractor selection, and therefore, cost proposals should NOT be submitted. The Grantee reserves the right to reject any and/or all Proposals. The Grantee also reserves the right to contract with the selected firm for subsequent work related to the project. The Grantee is not bound to pay for any costs associated with the preparation and submission of Proposals.
- Record
- SN01083151-W 20060707/060705225933 (fbodaily.com)
- Source
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