Vacancy: Consultant for Program Monitoring Visits

1)   Purpose: This Terms of Reference
has been prepared with the aim of engaging third party consultants for periodic
monitoring of the field activities of the partners of in the area of water
and sanitation microfinance. 2)   Scope: plans to engage consultant firms with previous experience
of working with microfinance institutions and NGOs. Previous experience of
assessing development work in the area of water and sanitation is required. The
selected consultant will be engaged whenever there is a need to conduct an
on-sight assessment of the quality of the work executed by our partner
organisations in their operational areas. 3)   Rationale for the
Engaging External Consultant Firms:
As part of internal monitoring
processes and requirements, and for transparent reporting to our stakeholders, engages third party consultants to review programs executed by our
partner organizations. 4)’s Background:About has been at the forefront of developing and
delivering solutions to the water crisis for more than two decades. Founded by
Gary White and Matt Damon, challenges the traditional approach by
pioneering innovative, community-driven, and market-based solutions to ensure
all people have access to safe water and sanitation; giving women hope,
children health, and communities a future. has positively transformed
the lives of more than three million individuals in Asia, Africa, Latin America,
and the Caribbean by providing access to safe water and improved sanitation.’s
headquarters is in Kansas City, Missouri, USA. empowers people to take action and deliver
solutions that accelerate progress and impact. The approach ranges from
building and rehabilitating wells and toilets to pioneering market‐based
approaches such as WaterCredit. Its work is comprehensive and demand‐driven –
communities know what solutions will work best for them in the long‐term – and
rooted in local technologies and innovations. works in partnership
with local non-governmental organizations and microfinance institutions to
achieve its objectives. The monitoring visits will focus on reviews of these
partners. WaterCredit
WaterCredit empowers those living in poverty to gain
access to affordable financing to meet their own water and sanitation needs.
This comprehensive initiative puts microfinance tools to work in the water and
sanitation sector.  In Indonesia, works closely with BPR BKK Purwodadi and KJKS BMT-BUS as a strategic
partner that gives financing to offer water and sanitation solutions to its
membership or customer base.   5)     Approach and
: The
third party monitoring firm will visit program sites and verify household WASH
improvements via a mobile platform to assess program progress and user
satisfaction by meeting with client face-to-face and verifying information
reported by the partner. This includes assessing partner services, status of
WASH improvement and usage, and immediate impacts on quality of life. Client
surveys also identify risks, gender dynamics, concerns and best practices
within the program implementation period. i)     Code of Conduct: Consultants will maintain independence and the highest
professional ethical standards in collecting and reviewing information and
presenting the assessment results. Consultants will not share collected
information and visit findings with the partners without the
permission of     
Methodological Framework: An ideal team of the consultant would include someone with water and

sanitation technical background and a person with good understanding of MFI
operations. The consultant is responsible for conducting a randomised selection
of a minimum of 97 WaterCredit clients to 1) verify that they have taken out a
water and/or sanitation loan, 2) verify that the loan has enabled the client to
construct a functional water and/or sanitation improvement, 3) assess the
construction quality and functionality of the improvement, 4) conduct a brief
survey of the client to understand their use of and satisfaction with the
improvement. iii)   Mobile Survey
Platform: is utilizing mWater mobile
survey tools for data collection purposes. Utilizing mWater survey tools would
help ensure quality control and would require training among the research team
and enumerators. will provide remote training on the mobile survey
tool, if needed. The Consultant must use this platform to conduct its
independent verifications of client data and is responsible for training
enumerators on the survey tool. will provide tablets to be used for
conducting mWater surveys in the field. Each mWater Survey will take between
45- 60 minutes.  6)     Data Collection and
Analysis Methods:
data collected will be processed as per guidelines, details of which
will be provided to the consultant upon award of contract. General points to be
covered will include, but are not limited to the following verification
activities: i)      
Visit site of water and
sanitation improvement; ii)     
Conduct client verification
survey, which include observations of the water and sanitation improvement
status and quality         and client document (e.g., passbook in WaterCredit
Provide photo documentation of
household/community WASH improvement through the mobile survey; and, iv)    
Verify the accuracy of the partner
reporting (WaterCredit Loan Report) against the client data collected in the
field. 7)     Deliverables: The consultant will be responsible for the following:       ·     Gather relevant program
information from and the partner to plan the client survey activities
and schedule.       ·     Select the clients to be
visited and work with the partner to coordinate and facilitate the field work
with local communities.      ·    Learn mWater platform,
including creating user accounts, deploying a survey, conduct a survey, and
reviewing the survey data               that comes in.      ·     Hire, train and deploy the
enumerators to conduct the surveys. In areas where the enumerators are not
able to speak the local               language, hire a local translator.

  •  As needed, translate the survey
    via Excel or CSV spreadsheet that will upload into the mWater
    platform so  enumerators will have survey in local language.
  • Administer the client surveys
    using a method approved by  Each survey takes approximately 30-40
    minutes to conduct.
  • Ensure quality control in the
    data collection, and review and ultimately approve or reject the surveys
    submitted by the enumerators in the mWater platform.
  • Analyse the data and write a
    draft report. The mWater platform provides basic analysis of the results. Draft
    and final reports are to be submitted in English.  Findings in the report
    should be concise, clear, and use clear visualizations and tables that show
    findings effectively and efficiently. The report will include the following:

Key findings and trends from
the analysis of the client verification survey data;ii)     
Suggestions and recommendations
to enhance client satisfaction, quality of water and sanitation improvements
and           water quality issues; and, iii)    
Supporting documentation
uploaded into the mWater portal, including completed mobile client
surveys and photos. will provide a template
to utilize for the concise report.     ·   The first draft of the report
must be submitted to within 10 days of the completion of the program
monitoring activities. and the consultant may spend additional time
in refining and finalizing the draft report. It is expected that the period
from         completion of the monitoring assessment until completion of the final
report shall take no more than three weeks. Additionally, all           documents,
reports, surveys, and findings pertaining to monitoring visits will be kept
confidential by the Consultant and submitted         to after the assigned
assessment is completed. 8)     Request for wishes to hire a Consultant to work with to

conduct partner visits as described in the scope of work above. The proposal
should include a technical and financial proposal (see sample budget template
below) as well as a project timeline, with the first stage of the work to be completed by end of November 2016.  Please
refer to Timeframe section for additional information. Applicants
may be firms or groups of individuals with a designated team lead. Applicants
must have at a minimum the following qualifications:        1.     
Proposed staffing plan includes at
least one native or fluent English speaker.        2.     
Proposed staffing plan includes a
sufficient number of qualified enumerators to collect the household surveys in
the partner                     geographies.        3.     
Demonstrated experience and familiarity
with the WASH and/or microfinance sector.        4.     
Demonstrated experience with conducting
household interviews. 9)     BudgetA
proposed budget shall be included with the Consultant’s submission, and the
final budget approval shall be fixed and not subject to negotiation.  A sample budget template is provided
below.  The Consultant shall provide
budget information either in this format, or in a manner that includes similar
details.  All taxes should be included in
the budget.  The Consultant shall be
responsible for payment of all taxes. All amounts shall be presented in IDR.  Budget notes are encouraged.    

Planned Activity Dates Estimated Person-days Personnel Expenses
Unit Cost Total
Activities – Total        
Other Engagement Expenses No. of Trips (travel) No. of Persons (travel) Unit Cost Total
Per diem        
Taxes Type of Tax Tax %    
– Other Expenses

 10)  TimeframeBPR BKK Purwodadi 

Period Schedule Branch # Client Interview
November 2016 Karang rayung, Gubug, Tawang Harjo,
July 2017 Kradenan, Penawangan, Godong, Toroh, Geyer,
February 2018 KPO (Purwodadi), Ngaringan, Tegowanu,
    TOTAL 100

(*): Branch Names for
Period II and III are to be confirmed based on disbursement progress and program’s
priorities. KJKS BMT-BUS 

Period Schedule Branch # Client Interview
November 2016 Sarang, Kragan, Kaliori, Lasem Kota 30
July 2017 Tuban, Blora, Bojonegoro 40
February 2018 Pati (Juwana, Tayu), Purwodadi, Demak 30
    TOTAL 100

(*): Branch Names for
Period II and III are to be confirmed based on disbursement progress and
program’s priorities.11) 
Submission of Proposals
proposals should be emailed to Catur Adi Nugroho, Program Officer, at [email protected] (cc: [email protected]). Deadline for
submitting proposals is October 24th,

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