THE WORLD BANK GROUP has floated a tender for Fostering the Financial Inclusion of Forcibly Displaced People (FDP). The project location is Mexico and the tender is closing on 25 Mar 2024. The tender notice number is 0002007548, while the TOT Ref Number is 98572270. Bidders can have further information about the Tender and can request the complete Tender document by Registering on the site.

Expired Tender

Procurement Summary

Country : Mexico

Summary : Fostering the Financial Inclusion of Forcibly Displaced People (FDP)

Deadline : 25 Mar 2024

Other Information

Notice Type : Tender

TOT Ref.No.: 98572270

Document Ref. No. : 0002007548

Competition : ICB

Financier : Other Funding Agencies

Purchaser Ownership : Public

Tender Value : Refer Document

Purchaser's Detail

Purchaser : THE WORLD BANK GROUP
Insurgentes Sur No. 1605, Piso 24 Col. San José Insurgentes, México 03900, D. F. Tel: +525-55480-4200
Mexico
Email :corporateprocurement@worldbank.org

Tender Details

Expression of Interest are invited for Fostering the Financial Inclusion of Forcibly Displaced People (FDP) in Mexico

TERMS OF REFERENCE (TOR)

For a consulting firm to undertake a market and context study

Fostering the Financial Inclusion of Forcibly Displaced People (FDP) in Mexico

The selected consulting firm should assess the following aspects:

1. Segment Analysis and assessment of Market Potential:

a. Determine the potential market size, and financial customer profiles of FDP through primary data gathering and analysis of secondary sources (government entities, UN agencies, civil society, others). Include aspects related, but not limited to: i) age, ii) gender, iii) level of studies, iv) country of origin, v) migratory status, vi) employment status, vii) formality/informality, viii) income generating activities, ix)) asset availability, x) consumer protection and financial literacy/capabilities, xi) geographic concentration, mobility & settlement status, xii) mobile phone/internet penetration, xiii) social capital/networks, and xiv) main current financial sources, among others.

b. Quantify the demand for financial and non-financial services, and unmet financial needs of the country-s FDP for both individuals and FDP owned MSMEs[7], providing a deeper understanding and focus on women FDP (individuals and business owners). Identify differences in demand (if any) between male and female population for businesses and individuals.

c. In addition, identify and classify different FDP financial needs (cash transfers, savings, personal/productive loans, home improvement loans, insurance, remittances, among others) and create a prioritization map of financial needs / wants at each phase in mid-integration (i.e., 6 months to 1 year, over 1 year, over 2-3 years, as relevant) as well as non-financial needs (entrepreneurship, financial management/literacy, business networks, regulation compliance, among others) to assess the demand and figures for each service across the FDP population.

d. Determine FDP segments with the highest business potential for financial services providers. Construct different kind of segments- archetypes that can provide a clear understanding of segments- profiles, needs, aspirations, preferences, and pain points, for financial services providers to explore potential tailored value propositions.

Documents

 Tender Notice