Consultant – Baseline Survey

FAWEZA

FORUM FOR AFRICAN WOMEN EDUCATIONALISTS OF ZAMBIA (FAWEZA)

TERMS OF REFERENCE

SEEKING A CONSULTANT TO CONDUCT A BASELINE SURVEY FOR THE FINANCIAL LITERACY PROJECT.

1. BACKGROUND

The Forum for African Women Educationalists of Zambia [FAWEZA] was established on 8th March, 1996 and registered under the Societies Act of Zambia as a membership non-governmental organisation (NGO). FAWEZA has a nation-wide membership of over one thousand five hundred (1,500) female and male members. FAWEZA is an affiliate member of a Pan-African NGO network Forum for African Women Educationalists (FAWE), existing in 33 African countries with the main purpose of working towards eliminating gender disparities in education by advocating for transformation of education systems in Africa to make them more responsive to education needs of girls and women.

In Zambia, low levels of financial literacy remain a challenge particularly among adolescents who drop out from school due to poverty and lack of economic empowerment. When young people transition to adulthood, they face new challenges as they become part of the general economy as citizens with limited financial literacy knowledge and skills to help them make informed decisions.

Financial literacy programmes in Zambia have been undertaken by few organisations with limited outreach and target groups, and are often fragmented. Most adolescents aged 12-19 in rural settings are not reached. Currently, Ministry of General Education (MoGE) is working to incorporate financial literacy in the school curriculum targeting in-school children but not the out–of-school. UNICEF has partnered with FAWEZA to implement and monitor financial literacy knowledge transfer activities targeting 2,500 adolescents aged between 12-19 years (1,500 female, 1,000 male) recruited in 25 Open Learning Centres(OLC) in the aforementioned districts. The project’s objective is to empower targeted adolescents with financial literacy knowledge and skills so that they make informed financial decisions. Adolescents will acquire basic skills related to earning, spending, budgeting, saving, borrowing, and investing money.

FAWEZA is now seeking the services of a consultant to undertake a baseline study of the Financial
Literacy Project.

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2.0 OBJECTIVE OF THE BASELINE SURVEY

The overall objective of the baseline is to assess the financial literacy levels among adolescents in 25 schools and establish benchmark indicators that will inform the monitoring and evaluation plan and form the platform for measuring results of the project.

3.0 SCOPE AND FOCUS OF THE BASELINE SURVEY

The consultant will lead the baseline survey process in each of the four districts namely; Katete, Petauke, Senga Hill and Mbala of Eastern and Northern Provinces respectively. The survey is expected to provide the following:

  • Baseline data for the project benchmarks for performance evaluation.
  • Information that will assist in designing the project’s Monitoring and Evaluation plan.
  • Information that will assist in guiding project implementation.

4.0 SPECIFIC TASKS

  • Review of the project document and all other relevant documents in order to understand the contextual framework.
  • Design tools and methodology for data collection of both quantitative and qualitative data.
  • Orient data collectors.
  • Oversee data collection, data input and cleaning.
  • Analyze and synthesize data.
  • Prepare and submit three hard copies of well bound final report and electronic copy to FAWEZA.

5.0 APPROACH AND METHODOLOGY

The approach will include a review of tools and frameworks, interaction and interviewing project staff, beneficiaries and other stakeholders.

6.0 DELIVERABLES

Three (3)bound hard copies and a soft copy to FAWEZA.

7.0 QUALIFICATIONS; EXPERIENCE; AND SKILLS AND COMPETENCIES

The lead consultant should possess:

7.1 Qualifications: At least a master’s degree in a relevant field such as; Finance, planning, public policy, development studies, education, gender studies etc.

7.2 Experience: At least five (5) years professional experience in Financial literacy, strategic planning and management. Prior working experience in the field of financial literacy, education and gender related issues is an added advantage. Demonstrated experience in working with government partners and other stakeholders such as those in the Civil Society Organisations.

7.3 Skills and Competencies: Ability to work with minimal supervision; High level written and oral communications skills in English; Must be result-oriented, a team player, exhibiting high levels of enthusiasm, tact, diplomacy and integrity; Demonstrate excellent interpersonal and professional skills in interacting with government and development partners; Skills in facilitation of stakeholder engagements/workshops; Evidence of having undertaken similar assignments in the past; Experience in financial literacy, research, policy development, management and programming-related work.

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8.0 TIME FRAME

The engagement will commence on 21st August, 2017 and end on 15th September, 2017.

9.0 SUBMISSION OF APPLICATION

The invitation is open to firms and individual consultants. Send a cover letter and; Technical Proposal and budget responding to Terms of Reference marked “BASELINE SURVEY” to [email protected] or The Executive Director, FAWEZA, P O Box 37695, Lusaka or delivered to Plot 6680, Chiwalamabwe Road, Olympia, Lusaka. Ensure that you mention www.gozambiajobs.com as the source of this job advert.

Applications should be submitted not later than 5:00pm on 18th August, 2017.

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