Date: February 5, 2020
From: Haiti Accessible Finance Activity; implemented by World Council of Credit Unions
Subject: Consultant Team Leader-Final Performance Evaluation-Close Out
Due: 5:00 PM EDT on February 18, 2020
Duration: Estimated 40 days
World Council of Credit Unions (WOCCU) is seeking a Consultant or a Consulting Firm for a short-term assignment to conduct a final performance evaluation and write a final performance evaluation report for the USAID-funded Haiti Accessible Finance Activity, which is scheduled to close on June 30, 2020.
The Haiti Accessible Finance Activity, (known as Finance pour Tous in French), implemented by World Council of Credit Unions (WOCCU) and funded by the United States Agency for International Development (USAID), is a three-year activity supporting USAID’s overarching assistance goal in Haiti of “foundation for resilience, stability, and inclusive growth reinforced.” This Activity also supports the Central Bank of Haiti’s financial inclusion strategy to ensure the greatest possible access to savings, credit, and other financial products and services to reduce poverty and income inequality, creating a financially and economically more inclusive society. Building on knowledge gained under USAID’s previous financial inclusion program, HIFIVE, the Accessible Finance Activity tackles financial access challenges through two primary objectives:
Objective 1: Expand financial services and products to rural areas through groups and digital financial services (mainly the Field Officer Banking Methodology).
Objective 2: Sustainably address liquidity and capital challenges faced by MFIs and credit unions.
Please visit our program page for more information:
WOCCU is seeking applications from qualified candidates for a short-term assignment to design and conduct an external final performance evaluation of the USAID-funded Haiti Accessible Finance program to report on the extent of program success in achieving its objectives. In particular, the consultant will lead data collection and analysis using mixed methods, to produce a final performance evaluation report for the three-year Haiti Accessible Finance Activity. If the consultant is not based in Haiti, the consultant is expected to spend up to 30 days of the estimated 40-day period of performance in Haiti. WOCCU will cover travel expenses per an agreed upon budget with the consultant. Based on work plans, monitoring data, program performance reports, including a final performance report, and a mid-term assessment report, the final performance evaluation will include final outcomes of all program activities, lessons learned, and conclusions to help determine the impact of activities on communities where the program operated. In addition to data collected by the program team, the final performance evaluation will present data collected by subrecipients and will analyze results achieved, detailing successes and shortfalls in the progress towards program objectives.
The consultant will work under the guidance of the Accessible Finance Monitoring and Evaluation team for an estimated period of 4 weeks to produce the final performance evaluation report (10 days are estimated for the consultant to write the final report). Local enumerators can be recruited to support data collection upon request of the consultant.
This final evaluation will address the extent to which the program has achieved its planned results and met its predetermined targets at the conclusion of the implementation period, as well as whether activities had unintended consequences. In accordance with the program’s Results Framework, the final performance evaluation will consider which outputs where produced, and to what degree the program planned results and objectives were achieved, as detailed below:
Objective 1: Expand financial services and products to rural areas through groups and digital financial services (mainly the Field Officer Banking Methodology)
Objective 2: Sustainably address liquidity and capital challenges faced by MFIs and credit unions
Accordingly, the evaluation will be structured around the three main components of the program:
The final performance evaluation report must contain the following information, as relevant:
Scope of Work
To achieve the expected result and deliverables, the Consultant will perform the duties with detailed scope of work as follow:
Conduct desk review of the existing data and program reports from startup to close out. This may include but is not limited to program documents, manuals, performance reports, monitoring data, and baseline and midline assessment reports.
Evaluation Design and Methodology
Lead the drafting and finalization of the evaluation design including: data collection instruments, data collection and analysis plans, work plans, sampling plans, and other relevant sections. Consult with the Accessible Finance Monitoring and Evaluation team to agree on the evaluation design and methodology.
Layout of Final Performance Evaluation Report:
Consult with the Accessible Finance Monitoring and Evaluation team to agree on the layout of the report.
Interviews and Discussions:
Conduct analysis of existing and newly collected performance data to report on program performance toward indicators. Utilize statistical tools (such as SPSS) for data analysis and interpretation as needed and in line with the approved evaluation design.
Compilation of results:
Compile the results, impacts, and lessons learned from the program based on the data analysis; complete and submit the final performance evaluation report.
Period of Performance
The period of performance for this scope of work should not exceed May 25th.
Available resource materials
The Accessible Finance team and its partners will provide the Consultant with necessary documents and guidance on data sources. The Consultant is also expected to identify and solicit additional information and resources from partner organizations, as appropriate.
Consultant qualifications include:
Candidates must submit:
The Consultant must comply with WOCCU and USAID rules and regulations.
This bid solicitation in no way obligates World Council of Credit Unions to award a contract, nor does it commit World Council of Credit Unions to pay any costs incurred in the preparation and submission of the application. World Council of Credit Unions reserves the right to vary any part of this bid solicitation at the time of award if it becomes necessary.