| 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. andPrepare 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,  andSubmit 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/scheduleCollected information of all four Upazilas  of Sylhet division under the studyHard 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 experienceMethodological/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-planRelevant experience of the consultant/firmFinancial 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 profileVAT Registration CertificateTIN CertificateJoint Stock Company Registration  CertificateTrade 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) |