Terms of Reference

Baseline Survey Consultancy

1. Organization Background

iDE is an international NGO with over 37 years of experience in designing and delivering market-based anti-poverty programs in 14 countries. We are a world leader in making markets work for the poor as well as the longest established market development specialist NGO in Bangladesh. iDE believes that markets can be a powerful force for improving smallholder prosperity by creating income and livelihood opportunities for poor rural households.  iDE Bangladesh currently has eight projects in agricultural markets, water, sanitation and hygiene (WASH), and access to finance with a focus on women’s economic empowerment and climate-smart technologies.

2. Project Background

“UDDOKTA - Powering Entrepreneurs” is a partnership between Chevron and iDE under the Bangladesh Partnership Initiative (BPI). The project seeks to amplify Chevron’s investments made in Bangladesh to improve the lives and livelihoods of rural communities through an increased focus on powering local entrepreneurs and building market systems inclusive market systems that link smallholder producers to more rewarding opportunities. Building on iDE’s learning and experiences on market resiliency, this project will improve the overall adaptive capacity of local markets, entrepreneurs and communities in and around the project locations by increasing access to and uptake of best-bet production, enterprise, and market practices. This approach will emphasize the uptake of profitable business models and production practices.

As a result of improved access to goods and services delivered through enterprises supported by the project, UDDOKTA aims to trigger an increase in the incomes of 2,750 VDO-affiliated (VIllage Development Organization) households by 20%. Through project efforts, 1,100 micro and small enterprises will see their revenues increase by 35% per year. And most importantly, the 7,500 households who are their customers will benefit from an annual income increase of 15% as a result of the services that these enterprises provide. Finally, the project will seek to leverage co-investments exceeding $1MM dollars from the private sector, increase sales of quality inputs to smallholder farmers by over $500,000, and facilitate access to more than $1MM in finance for participating enterprises to establish, grow and operate their businesses. An anticipated 37,125 household members will benefit from increased incomes as a result of improved access to goods and services triggered through systemic market changes catalyzed by UDDOKTA. iDE will apply a market-facilitation approach that aims for private-sector led promotion and sustained adoption of beneficial products, services and behaviors by communities and households in the target markets - which will ultimately lead to increased incomes.

3.  About the Assignment

iDE is looking to hire a qualified firm to conduct the baseline survey of the UDDOKTA project. iDE has clearly defined its targets and indicators in its project proposal but the baseline of several of the projected targets are currently unavailable. Therefore, in order to create the benchmarks, a baseline survey is necessary to come up with baseline indicators for each of the target sets. These baseline indicators will be the guiding pillars to measure project’s achievements and outputs towards the end. This will also help devise appropriate monitoring tools for M&E of project interventions to reach the stated outputs & achievements. Furthermore, the baseline survey will generate and develop an information base comprising the detailed relevant information of the general and targeted beneficiaries of the project’s working areas. This information will guide us to plan effectively and coherently in materializing the project goal in a systemic way.

3. Objectives of the Baseline Study

The main objective of the baseline study is to prepare a pre-project / baseline information of the target beneficiaries as per the indicators of project objectives, specific objectives and expected results specified in the project document and the project log-frame.

The specific objectives of the baseline study are the following:

  • To collect, analyze and establish the benchmark of the verifiable indicators from the project log frame.
  • To collect and analyze the relevant information of the existing situation of the project’s targeted beneficiaries (including disadvantaged households and females), service providers, and/or related stakeholders.
  • To collect and analyze relevant information in terms of sources and level of income, food security situation, access and control to available productive resources and malnutrition.

The study will utilize a wide range of appropriate tools and methodologies to measure the status of social, economic/financial, physical, natural and human assets of targeted communities/ households (HHs), market actors and market system components within the framework of UDDOKTA and as spelled out in the project document. The study findings will be primarily used by iDE and its implementing partners in comparing pre and post project status of the market systems and communities with whom it works. The baseline information will also be used by the relevant project stakeholders and donors.

4. Suggested Approaches and Methodologies

The study will be based on data and information gathered from both primary and secondary sources. Secondary sources would comprise relevant project documents and district wise database. Primary data will be collected from sampled beneficiaries and market actors in each of the project districts/unions.

In order to ensure that the sample households interviewed for the baseline survey are representative of the project’s target households. The Consultant should propose a robust sampling methodology, constituting proportionate representation of the all sub-sectors including livestock, agriculture and agrotechnology and also covering all the districts/unions can be found in the Annex 1.  In order to see the impact (attribution) and spillover effect of the project’s interventions, it is highly anticipated that the proposed study methodology should include samples from the direct and in-direct beneficiary households who live in the nine Unions and four Upazillas under Sylhet and Moulvibazar districts. The project will also work with a number of private sectors partners under the livestock, agriculture and agri-machinery sub-sectors to mobilize their business that need to reflect in the proposed methodology.

The detailed methodology and field work schedule will be finalized in consultation with iDE, partner organizations and the consultants. However, the following steps will be ensured by the consultants:

  • Visit iDE Dhaka and UDDOKTA project office in Sylhet and hold interactions with E&A Specialist and UDDOKTA core team to get acquainted with the project, its activities and the proposed work.
  • Prepare a detailed methodology including questionnaires for household survey and checklist for group discussion, focus group discussion and key informant interview as per the project document and project log-frame mainly focusing on indicators but also covering other related issues of poverty reduction of smallholder farmers.
  • Pre-test draft questionnaire and checklists and incorporate the inputs in final questionnaire and checklist.
  • Share and circulate final version of baseline questionnaires and checklist and incorporate comments (if any).
  • Prepare a detailed plan of action/schedule covering orientation to enumerators, field work, data collection, analysis, interpretation, draft and final report preparation with concerned project staff.
  • Share draft report and obtain comments/inputs and incorporate the same into the final report. and
  • Prepare final report and submit (hard copy and electronic version in word format) to iDE Bangladesh

4. Major responsibilities of the Consultant/ Firm

The composition of the study team is left up to the consultant/ organization based on their internal system, ideas and logic. However, iDE recommends that the team comprise one Team Leader (TL) to coordinate/conduct the overall study and liaise with iDE. To collect information from the field, an adequate number of Field Enumerators (FEs) will be deployed in facilitation of iDE's Project Officers at the Districts/Unions. Supervision of the field work and quality (reliability and validity) of the data/information collected from the field is the primary responsibility of the TL. The TL will work closely with the M&E Unit and Project Team. In each step and process, consultation with the National Program Manager, M&E Director and District/Union Project Managers are vital. The consultancy / consultant team will be primarily responsible to:

  • Develop/design baseline study including questionnaire for HH survey and checklist and tools for group interaction including FGD with target beneficiaries at District/Union/ VDC/Village levels.
  • Share study design including process, methods and questionnaires/checklist with project team, collect feedback and finalize the study design.
  • Pre-test questionnaires and other tools in one of the project VDCs/Villages.
  • Submit inception report.
  • Debrief/discuss with project team about effectiveness of questionnaire, checklists and other tools used in pre-test, collect feedback and finalize them.
  • Orient, train and supervise the enumerators.
  • Ensure the quality of information collected from fields, cross check with the validity of information collected and verify/revise where needed.
  • Update progress of the study on a weekly basis to the E&A Specialist .
  • Analyze data and prepare quality reports.
  • Give presentation of draft report to iDE, and
  • Submit a final report (a compiled version of the report - both hard copy and electronic version in word format) to the project after incorporating the feedbacks and suggestions from iDE.

5. Major responsibilities of iDE

iDE will provide the consultant/firm with the necessary support to undertake and implement the assignment and execute the objectives of this assignment. Such responsibilities include the following:

  • Provide initial briefing and existing work overview;
  • Provide relevant documents and technical support;
  • Provide support in the field;
  • Disburse payment as per the agreed schedule in the contract.

6. Key Deliverables

The following deliverables are envisioned under this ToR:

  • Work plan/schedule
  • Collected information of all four Upazilas of Sylhet division under the study
  • Hard copy of the final Baseline report.
  • An e-copy of raw data and final version of the report

7. Tentative Work Schedule

The consultant/firm is expected to start work on or around April 10th, 2020. This assignment should be completed within a month from the start date, which includes completion of all tasks in the assignment along with the submission of the deliverables as detailed in Section 6. Based on unavoidable circumstances, the period for conducting the assignment might change. The consultant/firm is expected to be able to accommodate these changes without additional cost. A final detailed work schedule will be determined during the kick-off meeting.  

8. Proprietary Rights

Any document, information or data entrusted to or produced by iDE in connection with this assignment shall be strictly confidential and cannot be used by the contract employee for any other purpose without the written consent of iDE. This provision shall remain valid even after the completion of this assignment. iDE-B reserves the right to terminate this agreement at any time with the consultation of the contracted individual/firm.

9. Budget and Schedule of Payment

The total budget for this assignment must not exceed BDT 1,200,000 (In word: Twelve Lakh Taka only) which should cover all costs including consultants' fee for conducting the entire assignment until final deliverables submission. This should include remuneration, field-based travel (accommodation, transport, per diems) and any miscellaneous costs. Firms are requested to propose payment modality. Government VAT and tax regulation will be applied, and these costs must be included in the financial proposal.
The following terms and conditions will apply:

  • The payment will be made through account payee cheque/ wire transfer (account name, number, type, bank name, and branch name is required for wire transfer);
  • As per Government of Bangladesh VAT and tax regulation; International consultants are taxed at 15% VAT (on contract amount) and 20% tax (on contract amount +VAT); National consultants are taxed at 15% VAT and 10% tax;
  • Government VAT and tax regulation will be applied and iDE Bangladesh will deduct all relevant VAT and Tax at source as per GoB rule;
  • VAT Registration Certificate, TIN and Trade License (if applicable) must be submitted before the agreement is signed;
  • In case of failure to deliver the final product in due time, iDE Bangladesh will deduct .05% of the total agreement amount for each day of delay in submitting the report beyond the closing date of the agreement;
  • The selected consultant/firm will abide by other terms and conditions of iDE Bangladesh.

10. Eligibility Criteria

The consultancy firm should have experience on qualitative and quantitative research; clear understanding on research methodology and experiences on using different social research tools and techniques. Work experiences in rural and urban areas of the county will be an added advantage. TL should have advanced university degree in agriculture or rural development or social sciences with experiences of having conducted at least three numbers of baseline surveys, preferably of agricultural income generation related projects.

9. Evaluation Criteria 

Consultant will be evaluated based on following criteria. The key factors stated below will be taken in consideration during the evaluation process-

  • Previous work experience
  • Methodological/technical aspects  of carrying out the study
  • Financial aspects (consultant fees, breakdown of activity costs etc)

11. Bid Submission

All proposals should include:

  • Cover letter (maximum one page);
  • Technical Proposal (maximum 5 pages) which should include:
    • Understanding of the assignment and a detailed work-plan
    • Relevant experience of the consultant/firm
    • Financial Proposal (maximum one page): breakdown of cost estimates. This should include, but not be limited to accommodation and travel costs (from one district to another), food expenses, and other items needed for the consultancy.
  • If applicable, please also include:
    • Company profile
    • VAT Registration Certificate
    • TIN Certificate
    • Joint Stock Company Registration Certificate
    • Trade License Certificate

Interested and qualified consultants/firms are asked to submit their Technical and Financial Proposals to bangladesh.procurement@ideglobal.org. Please write “UDDOKTA Baseline Survey Consultancy” in the subject line. The proposals should be submitted by 5 pm BST on 28th March 2020. We are only able to consider electronic submissions. Only shortlisted firms will be contacted and invited for a technical discussion.

Click Here for detailed TOR

Deadline: 28th March 2020 COB (5 pm BST)