Request for proposals (RFP/JE/001/2024/Job Evaluation Consultancy Services) RFP/JE/001/2024-Job Evaluation Consultancy Services

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Provision for Job Evaluation: Salary Survey and Review of Performance Management System Consultancy Service

Date:08/10/2024 Submission deadline date:28/10/2024

1.0 Background

CHAK is a leading national Faith Based Organization (FBO) of Protestant churches’ health facilities and programs from all over Kenya. Established in 1946, CHAK has the goal of promoting access to quality health care. The organization’s structure includes member health facilities and member programs, governance organs which include a regional structure, and the Secretariat based in Nairobi.

2.0 Invitation for Proposal

2.1 Through this Request for Proposals (“RFP”), CHAK is seeking to contract a qualified, reputable and experienced firm to develop and undertake Job Evaluation, rationalize functional structures and profile roles to enable the organization assign responsibilities to the human capital, thereby focusing effort on efficient and effective execution of the Strategic Plan for the period 2023-2027.

In addition, the firm will consider best practices with respect to Performance Management Systems (PMS) and related remuneration policies and its implementation at CHAK. Training for all staff and their managers with respect to performance management and the link to remuneration should be included in the implementation plan.

2.2 Sealed Proposals must be delivered to CHAK and dropped into the Tender Box not later than Monday 28th October 2024 at 10.30am

3.0 Objective

CHAK wishes to undertake a comprehensive Job Analysis and Evaluation exercise with an objective to assess the structure and existing positions, what is provided in the Strategic Plan and the anticipated positions for new and upcoming projects and provide recommended JDs, Job Grading and Salary Structure, implementation and performance matrix.

3.1 Specific Objectives:

(i) Produce a fair and equitable grading system and pay structure for all positions in CHAK that is in line with the revised strategy for CHAK as an organization, address inequities and disparities in similar functions performed in different locations and set the foundation for implementation of current HR initiatives in performance management, talent management and succession planning with the aim of retaining high performing staff members.

(ii) To undertake a comprehensive Job Analysis and Job Evaluation of CHAK jobs included in the staffing table to ensure alignment of remuneration, functions and grade levels, considering the basic concept of equal pay for equal value of work.

(iii) Review and advice on needed Job Positions for new and upcoming major Donor funded projects and propose their Job Descriptions and Salary Structure to position CHAK strategically for future growth

iv) Review CHAK organogram and structure giving opportunities for career progression.

v) Harmonize the current job titles and provide equivalents. vi) Undertake benchmarking of positions and salary structure of comparable organizations and projects

4. 0 Scope of Work

A comprehensive Job Analysis and Evaluation Exercise will be carried out for CHAK Secretariat, projects and CHAK Business Services Ltd as well as emerging positions as we align to new funded project opportunities, based on which the salaries and benefits structure will be developed. The scope of work will cover but not limited to the following:

i. Train selected employees on the selected job evaluation system/methodology

ii. Carry out Jobs/ Functions Analysis

iii. Include analysis of potential Jobs and Positions anticipated in the new projects and within the immediate, medium term and long-term.

iv. Agreement on benchmark job classifications within the CHAK organization structure

v. Ranking of jobs and functions within the CHAK organization structure

vi. Review the Salary levels and Steps for each Job Category

vii. Recommendations to facilitate effective implementation of the outputs of the job evaluation exercise

viii. Conduct a salary survey benchmarking similar organizations and overall NGO sector in Kenya

ix. Link job evaluation results to the already conducted Salary and Benefits Survey and come up with revised Salary and Benefits Structure.

x. Provide a detailed guideline to the approach to be adopted for undertaking the Job Evaluation exercise xi. Provide a sequenced work plan, including the necessary preparatory work that must be completed prior to commencement; interface between the Consultant and CHAK during the exercise, among others xii. Review the existing job grading methodology and provide adjustments where necessary

xiii. Evaluate and develop a comprehensive job classification and provide a fair and acceptable grading structure for the organization that is in line with CHAK’s strategy.

xiv. Help CHAK to develop a balanced salary structure that will make it competitive on the donors and for the job market

xv. Make periodic presentations to Management and staff.

5.0 CHAK Expectations

i. A rational basis for making defensible decisions on job grades and rates

ii. A consistent approach for the determination and management of relativities between jobs

iii. An equitable pay structure across CHAK departments and projects based on a logical method of measuring relative job sizes exists

iv. A strategic framework within which rational decisions can be made in response to changing organization structure and roles and to market rate pressures

v. A logical and consistent approach to measuring the relative size of jobs within CHAK.

6.0 Key activities to be undertaken

i. Carry out a literature review of the already available in-house information related to this assignment

ii. Develop and share with the CHAK Management an inception report for this assignment

iii. Hold meetings with the CHAK stakeholders in the process to explain the process, obtain input and promote ownership

iv. Train CHAK Management, Job Analysis Team and Job Evaluation Panel v. Professionally collect and analyze information on jobs and prepare job analysis and evaluation reports – both draft and final.

vi. Undertake a Salary benchmarking assessment with organizations and projects comparable in size and capacity to CHAK in the NGO Sector

vii. Develop, with justification, a revised salaries and benefits structure for CHAK with implementation arrangement viii. Facilitate and provide explanation to questions from staff and management meetings

7.0 Expected Output/Deliverables

1. Inception report on the job evaluation and Salaries & Benefits structure revision giving detailed methodology to be used in undertaking this assignment including work plan

2. Job evaluation Strategy Paper or Handbook on CHAK job evaluation process

3. Train CHAK Management, Job Analysis Team and Job Evaluation Panel to build their capacity on Job Analysis and familiarization with Job Evaluation.

  1. Together with Departmental Heads review and update current Job Descriptions & position specifications

5. Draft Job Analysis and Evaluation report which will contain but not limited to:

a) Criteria for job classification

b) Job classification

c) Job Analysis Results

d) Job Evaluation Results

e) Recommended Job classification & Grading based on agreed evaluation results

6. Revised CHAK Final Salaries and Benefits Manual

7. Grading structure which ensures jobs are properly remunerated – being an equitable and defensible job grading criteria (and all relevant factors taken into consideration given the new CHAK strategy)

8. Recommendation for an equitable, competitive and defendable salary structure

  1. Report to Management including the market survey data, grading structure, job grading methodology and harmonized grading structure for approval and adoption.

10. Final report presentation to the Board.

7.0 Expected Output/Deliverables

  1. Inception report on the job evaluation and Salaries & Benefits structure revision giving detailed methodology to be used in undertaking this assignment including work plan

2. Job evaluation Strategy Paper or Handbook on CHAK job evaluation process

3. Train CHAK Management, Job Analysis Team and Job Evaluation Panel to build their capacity on Job Analysis and familiarization with Job Evaluation.

4. Together with Departmental Heads review and update current Job Descriptions & position specifications

5. Draft Job Analysis and Evaluation report which will contain but not limited to:

a) Criteria for job classification

b) Job classification

c) Job Analysis Results

d) Job Evaluation Results

e) Recommended Job classification & Grading based on agreed evaluation results

6. Revised CHAK Final Salaries and Benefits Manual

7. Grading structure which ensures jobs are properly remunerated – being an equitable and defensible job grading criteria (and all relevant factors taken into consideration given the new CHAK strategy)

8. Recommendation for an equitable, competitive and defendable salary structure

9. Report to Management including the market survey data, grading structure, job grading methodology and harmonized grading structure for approval and adoption.

10. Final report presentation to the Board.

8.0 Other terms and conditions

8. 1 All proposals shall remain valid and open for acceptance for a period of 90 calendar days after the date specified for receipt of proposals. In exceptional circumstances, CHAK may solicit the proposer’s consent to an extension of the period of validity. The request and the responses thereto shall be made in writing.

8.2 Effective with the release of this Request for Proposal, all communications must be directed only by email to hr@chak.or.ke Proposers must not communicate with any other personnel of CHAK regarding this RFP.

8.3 A prospective proposer requiring any clarification of the RFP documents may notify in writing via email address hr@chak.or.ke by the specified date and time mentioned below. CHAK will respond in writing to any request for clarification of the solicitation documents that it receives by the due date published below.

8.4 The proposals prepared by the proposer and all correspondence and documents relating to the proposal exchanged by the proposer and CHAK, shall be written in English.

8.5 Proposers shall submit their proposal in hard copy, to CHAK Tender Box. Technical and financial proposals must be submitted simultaneously in separate sealed envelopes with the RFP reference and a clear description of the proposal (technical or financial) by the date andtime stipulated. The two envelopes must be sealed in an outer envelope with the RFP reference and title.

8.6 Proposal queries must be sent ONLY to the address detailed below. Proposal queries sent to other addresses or to individuals will put them at risk of rejection. Proposals sent via any other mode other than physical delivery of proposals WILL NOT BE ACCEPTED.

8.7 Technical proposals shall be submitted in one (1) original envelope, clearly marked as technical proposal and must be sealed in a specially marked envelope/package labelled: RFP/JE/001/2024/Job Evaluation Consultancy Services – Provision of Job Evaluation – TECHNICAL PROPOSAL (name and address of proposer)

8.8 Financial proposals should be submitted in one (1) original envelope. Financial proposals should be sealed separately in a specially marked envelope labelled: RFP No: RFP/JE/001/2024/Job Evaluation Consultancy Services – Provision of Job Evaluation – FINANCIAL PROPOSAL (name and address of proposer)

8.9 Conflict of Interest

In their proposal, proposers must (i) confirm that, based on their current best knowledge, there are no real or potential conflicts of interest involved in rendering services to, and (ii) set out their policy on dealing with conflicts of interest should these arise.

9.0 Key Relationships

The consultant will work closely with the SMT, Management Team, HR team, Welfare team and other selected staff representatives.

10.0 Key competencies and experience Essential

i. Master’s degree in human resources management/ other related discipline with proven experience of conducting large scale Job Evaluations.

ii. Proven experience (at least 7 years) conducting salary and benefits surveys in senior positions in reputable management consultancy houses or with NGOs / FBOs/ health sector/private sector in Kenya and in the region (East Africa), contact details and references of the clients

iii. A minimum of three (3) similar assignments in the last 5 years.

iv. Understanding and experience of working within donor funded projects

v. Experience in human resource management and organizational development (OD) theory, methodology, and practices

vi. Excellent analytical skills, and ability to understand and make logical and clear conclusions and recommendations

vii. Able to take initiative and be innovative with suggestions and recommendations.

viii. Ability to work under strong pressure and strict deadlines

ix. Strong facilitation skills

x. Working knowledge of a Job Evaluation system

xi. A brief profile of the Consultant/Firm

xii. Availability of appropriate skills among staff, provide CVs of at least two (2) key staff proposed for the assignment

xiii. Provide a valid Tax Compliant Certificate

11. The proposals should indicate the following:

• A technical proposal, detailing how deliverables will be achieved with a clear time frame; showing evidence of the consultant’s experience in the similar assignments (at least 3 references with contacts or email address of referees); copies of similar assignments (with evidence for good completion of the assignments)

• Financial offer detailing various costs associated with the delivery of all the deliverables mentioned under section 3 above. This must be in PDF format and must be a separate document from the technical offer

• Minimum 3 certificates of similar work done in the past

• Company profile; VAT registration certificate; RRA tax clearance certificate; RSSB tax clearance certificate when applicable.

12.0 Reporting

i. The Consultant will carry out the assignment in consultation with HR and the General Secretary.

ii. The Consultant will present the final draft report with recommendations to EXCO through the HR Committee

. 13.0 Technical Proposal Evaluation Criteria

The evaluation committee appointed by CHAK Management shall evaluate the proposals based on their responsiveness to the Scope of work /Terms of Reference of the assignment, (see the criteria from the CHAK website – www.chak.or.ke )

How to apply

15. Submission Proposal

Interested applicants should submit their detailed Proposal clearly marked RFP No. (RFP/JE/001/2024/Job Evaluation Consultancy Services) in sealed envelopes to: The General Secretary P.O. Box 30690 – 00100 GPO Nairobi Tel. (020)4441920 / 0733-334419 Any proposals received by CHAK after the deadline for submission of proposals prescribed below may be rejected. The closing date for receiving all applications is 28/10/2024 at 10.30am

To help us track our recruitment effort, please indicate in your email/cover letter where (tendersglobal.net) you saw this job posting.

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