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Terms of Reference – University Meets Microfinance II

Call for Tenders for the final evaluation of University Meets Microfinance II (UMM)

Firm: Positive Planet, 44 rue de Prony, 75017 Paris France

Task Manager: Mrs Donna FLEURY – [email protected]

Evaluation execution timeframe: January 4, 2016 to March 7, 2016

Bidders: Firms/NGOs/individuals are allowed to bid. Consortiums are allowed.

About Positive Planet

Positive Planet (PP) – the new name of PlaNet Finance – is a French international non-governmental organization (NGO) with a mission to help men and women across the world create the conditions for a better life for future generations.Positive Planet was created out of the growth and transformation of PlaNet Finance, of which the initial mandate, since its creation in 1998, was to fight poverty through the development of microfinance. Over the last 20 years, financial inclusion has evolved considerably. From a series of small initiatives, it has become a large-scale movement offering financial and non-financial services, improving the lives of hundreds of millions of people.Today, the challenge facing us is not so much the pursuance of development as such but its qualitative nature and long-term orientation. It needs to be fair, to promote a healthy environment, to make water and abundant sustainable energy readily available, to ensure access to education and health for everyone, and to procure housing for all. When development achieves these objectives, it allows everyone, and particularly the poorest, to fulfill his/her potential for the benefit of future generations, which is the very definition of the positive economy.Having developed its experience in financial inclusion, which remains an important component of its activity, Positive Planet has also conducted projects centered on entrepreneurship, financial education, and the organization of value chains over several years.Positive Planet will pursue these activities whilst widening its offer to an increasing population. It organizes its actions and mobilizes its experts worldwide to reach the following objectives: improve people’s access to financial services, education, entrepreneurship, markets, healthcare, housing, water and sanitation, and clean energy.In 2014 Positive Planet implemented 88 projects in 40 countries, involving 150 specialists in access to finance, support to entrepreneurship, and development of inclusive agri-business value chains. These projects have been led in close partnership with 85 MFIs and 125 local civil society and grassroots organizations, and reached 125,000 direct beneficiaries. At the end of the day, Positive Planet’s partners help 7.5 million people to fight poverty and build a better life.

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mailto:[email protected]

Table of contents

I. Background................................................................................................................................................................3

II. Description of the UMM II Project.............................................................................................................................3

III. Specific objectives of the evaluation.........................................................................................................................5

IV. Execution of the evaluation.......................................................................................................................................6

V. Expected results of the evaluation - Methodology....................................................................................................7

VI. Application process...................................................................................................................................................8

VI.1. Profile of the Consultant.................................................................................................................... 8

VI.2. Evaluation of the bids........................................................................................................................ 9

VI.3. Budget............................................................................................................................................ 10

VI.4. Application file................................................................................................................................. 10

VI.5. Tender schedule............................................................................................................................. 10

VII. Annexes...................................................................................................................................................................11

VII.1. Application template – Technical Proposal.................................................................................11

VII.2. Application template – Financial Proposal..................................................................................30

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I. BackgroundOver the past decades, microfinance has contributed to improve the sustainable living of people in developing countries. Some challenges have however arisen in recent years, partly due to the rapid development of microfinance: client over-indebtedness, risks of mission drift, need for new product development like microinsurance or remittances to better serve the poor are a few of them. Whereas practitioners have been extremely active, there has been a need for a stronger involvement of European universities in order to improve practice. More than ever, it has also been important to document successful (and less successful) experiences and to share knowledge. In addition, practitioners have noted the need to develop motivated and well-trained students to strengthen human capacities available in this field. University Meets Microfinance II (UMM) focuses on anchoring microfinance education in the formal education system of European universities and facilitating contributions of European universities and their students to the development of microfinance. Capitalizing on the “University Meets Microfinance”, Phase 1 project (“UMM I”) carried out from 2009 to 2011 with the financial support of the European Commission, the Action’s priority is to extend microfinance education through a network of professors and academics established in phase 1 and to deepen the cooperation with practitioners through the European Microfinance Platform (e-MFP) and its members and by involving practitioner organizations in UMM activities. Whereas microfinance development has been largely supported by European organizations, education in microfinance is still underdeveloped in Europe and linkages between universities and practitioners limited. The project complements existing development education efforts carried out, for example, by the German Ministry of Economic Development (BMZ)1 and by the French Ministry for Education2. The project benefits the general public as well as decision makers and development stakeholders by disseminating knowledge and contributing to the sustainability of development policies. The UMM program is in line with the EU Consensus on Development by enabling students to investigate sustainable approaches to improve living conditions in developing countries. In addition, it is an opportunity to broaden the understanding in Europe of a major development topic that fuels the general public’s interest, especially young people’s interest.UMM has been implemented by practitioner organizations (Positive Planet, Positive Planet Deutschland, Positive Planet Italia), two universities (Freie Universität Berlin and Frankfurt School of Finance & Management) and a platform of practitioners (e-MFP). UMM is active in five key areas leading from knowledge creation to dissemination which include: microfinance education, research, documentation, exchange and dissemination.

II. Description of the UMM II ProjectThe UMM II project was officially launched with funding from the European Commission Development Education and Awareness Raising (DEAR) program in January 2013 and cofinancing from the Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) GmbH on behalf of the German Federal Ministry for Economic Cooperation and Development (BMZ), the Agence Française de Développement (AFD), the European Investment Bank Institute, the Freie Universität Berlin and the Frankfurt School of Finance and Management. The Positive Planet office in Paris is the lead project implementer with support from its affiliated European offices, Positive Planet Deutschland and Positive Planet Italia, along with the European Microfinance Platform, the Freie Universität Berlin and Frankfurt School of Finance & Management as the project partners. The respective roles and responsibilities of each partner were validated with signed partnership agreements for the implementation of the project.

The following table summarizes the project as funded by the EU:

Duration From January 2013 to December 2015 (36 Months)

Total budget 1,114,113 euros

Location Main Activities: Germany, France, Italy.Additional countries: Luxemburg, Czech Republic, Portugal, Spain, United

1 Website from BMZ : http://www.bmz.de/en/what_we_do/approaches/inlandsarbeit/index.html 2 Note de Service. http://www.education.gouv.fr/bo/2008/25/MENC0800492N.htm

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http://www.education.gouv.fr/bo/2008/25/MENC0800492N.htm

http://www.bmz.de/en/what_we_do/approaches/inlandsarbeit/index.html

Kingdom, Belgium, NetherlandsTarget sectors Microfinance education, research, knowledge exchange and dissemination

Objectives of the action

Overall objectives:1) Increase knowledge and competencies on microfinance among students, universities and interested stakeholders2) Foster field experience of students from European universities in developing countries3) Contribute to solve difficulties poor people face to have access to the financial services they need4) Make developing countries benefit from enhanced cooperation between practitioners and universitiesSpecific objective:Strengthen cooperation between microfinance practitioners and European universities

Direct beneficiaries

1) 15 to 20 European Universities and 90 to 110 professors / academics and practitioners2) at least 700 students (600 attending MF courses, 60 students mentored for research, 60 mentored for field research / exposure program and 55 scholarship winners)3) at least 10 to 20 practitioner organizations

Indirect beneficiaries

1) All students and European Universities2) Microfinance Institutions (MFIs) in developing countries3) Other microfinance stakeholders (policy makers, development organizations and companies) in Europe & developing countries4) General public in Europe

Estimated results

Result 1: European Universities offer microfinance courses to at least 600 students & 10 to 15 trainers deliver microfinance courses.Result 2: 60 students have been mentored for research, 60 have participated in field research / exposure program and 55 have received scholarshipsResult 3: Gained knowledge is available and shared through 6 case studies, 11 to 15 publications (awarded student research) and 6 thematic papersResult 4: Knowledge is discussed and diffused through the European Microfinance Platform (e-MFP)’s action group and bi-annual workshops gathering 450 participantsResult 5: At least 600 interested parties in Europe and in developing countries are aware of the project, access relevant knowledge and develop a better understanding of major microfinance advancements.

Main activities

1) Provision of microfinance education to students of European universities2) Offering of mentorship and field experience to selected students3) Capitalization of gained knowledge on microfinance priority topics through case studies and publications4) Diffusion of knowledge through the e-MFP, practitioner organizations and European universities5) Organization of microfinance awareness raising events and leveraging of the Internet to target the general public

The complete logical framework shall be provided upon request.

Further information about the field partners of Positive Planet for UMM II:1. Positive Planet, HQ based in France ensures the whole coordination of the project and activities, relationship

with the donors and stakeholders and ensures the quality control of activities and deliverables. Positive

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Planet has implemented the previous action University Meets Microfinance (UMM I) in 2009-2011. It has strong links and existing cooperation with Universities in France and internationally. Positive Planet also contributes to the spread of knowledge and good practices in microfinance among its international network.

2. Positive Planet Deutschland e.V. implements the activities carried out with the project partners in Germany and throughout Europe.

3. Positive Planet Italia implements activities to be carried out in Italy and maintains relationships with Italian universities and organizations. Coordinates Italian communication with beneficiaries.

4. The European Microfinance Platform (e-MFP), Luxembourg promotes the project through the UMM Action Group set-up in 2010 and its 140 members. Also supports UMM activities by providing support for scholarship calls, the student award ceremony and UMM awareness events during the annual European Microfinance Week in Luxembourg.

5. The Freie Universität Berlin (FU Berlin), Germany has offered special courses on microfinance for more than 20 years. FU Berlin hosts the project’s scientific coordinator and organizes microfinance seminars.

6. The Frankfurt School of Finance & Management (FS), Germany. Microfinance is a core part of the teaching curriculum and in the work done by the International Advisory Services (IAS) consulting arm of FS. FS and IAS co-organize one workshop per year with the UMM team.

Since 2009 more than 5,481 students, academics and practitioners have benefited from UMM’s activities. In total, 14 workshops about microfinance related topics were organized at European universities and gathered more than 949 participants. A total of 76 scholarships were granted to students enrolled at European universities for conducting field research and internships in developing countries and a further 22 awards were granted to Master’s & PhD students and 11 awarded Master’s theses were published. Finally, 67 academics from 40 universities and 70 practitioners from 46 organizations volunteered as UMM Selection Committee members and contributed to various UMM activities.For more information about University Meets Microfinance, please visit the website: www.universitymeetsmicrofinance.eu

III. Specific objectives of the evaluationThe final evaluation report should tackle the following – but not limited to:

I - Program evaluation:1- Analyze the program’s achieved results according to the set objectives:

a. Strengthened cooperation between students, European universities and microfinance practitionersb. Increased knowledge and competencies among students, universities and interested stakeholders

on microfinancei. Number of students and other participants directly involved in UMM activities

ii. Education materials available for universitiesc. Students from European Universities participate in field experiences and other opportunities in

developing countriesd. Research and knowledge is created to contribute to identifying solutions to the difficulties poor

people face in accessing financial services

2- Analyze the quality of UMM education and knowledge sharing materials (seminar modules, e-Learning, thematic papers, case studies, ToT, etc.)

a. The degree of student appreciation of UMM seminars and other materialsb. Training and seminar teaching quality - specifically:

i. Duration and structureii. Content

iii. Pedagogyiv. Use and quality of the seminar and ToT evaluations

3- Evaluate the support to students to develop their understanding of microfinance and make connections with a broader microfinance network

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a. Analysis of the scholarship and awards program and the broader impact (recognition by key stakeholders)

b. Evaluation of the Mentorship servicec. Impact of student opportunities to present research during public events

4- Assess the creation of knowledge through UMM publications and its relevance for UMM beneficiariesa. How do students benefit from the UMM publications (either through contributing to them or by

learning from them)?b. What benefits do professors perceive from UMM publications and research (either through

contribution or as a resource)?c. What benefits do practitioners perceive from UMM publications and research (either through

contribution or as a resource)?

5- Evaluate the benefits of knowledge exchange and diffusion through UMM Activitiesa. How does the UMM Selection Committee benefit from UMM?b. How do the e-MFP UMM Action group members benefit from UMM?c. What value do students perceive from the UMM Selection Committee, events, e-MFP Action Group?

i. Are they aware of these networks and knowledge exchange activities?

6- Assess the contribution of UMM to the microfinance sector in building awareness and developing topicsa. Do beneficiaries perceive the topics covered by UMM as being relevant and important?b. Are the topics and activities promoted by UMM accessible to the general public?

II – Cost effectiveness of UMM activities 1- Assessing the costs and sustainability of UMM activities (seminars, e-Learning, trainings, workshops and

events) 2- Propose recommendations to sustain UMM seminars or events at key partner universities.

IV. Execution of the evaluationThe evaluation mission is expected to start on January 4th, 2016 and to be ended by March 7th 2016.The consultant is expected to conduct the evaluation in the three main countries of UMM activities (France, Germany and Italy) but could travel to additional countries if necessary (Luxemburg, Spain, Belgium, Netherlands). The mission will be divided into the following phases: The Consultant is expected to propose a template for the Evaluation Report 7 days before the kick-off meeting. This document will be validated during the Kick-off meeting.

Phase 1: Preparation1. Kick off meeting with the UMM team and the External Evaluation Committee to define the scope of the

study: reminder of the objectives and deliverables of the mission, definition of the global methodology and scheduling of the mission, sharing of the internal documents and tools, identification of the key correspondents

2. Document review: the consultant will have access to the internal documents on UMM (logical framework, monitoring tools, activity reports…)

3. Elaboration of the precise methodology and timeline to be followed4. Selection of the sample of actors (Project Partner staff members, students, UMM Selection Committee

members…) to interview based on unbiased and relevant criteria5. Redaction of survey templates and guidelines for the interviews 6. Validation meeting on the methodology, the tools and the planning

Deliverables: - Kick-off meeting report

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- Inception report including the objectives of the mission, the methodology and tools designed by the Consultant

- Implementation plan for phase 2 (scheduled travel and interviews)

Phase 2: Data collection (secondary and primary sources)The Consultant might implement the following activities – but not limited to:

- Conduct in-depth interviews with key stakeholders, partners and beneficiaries- Conduct focus group discussions with beneficiaries - Conduct quantitative survey with representative sample of beneficiaries

Deliverables:- Focus group discussions synthesis (main findings and quotations) - Data collection report

Phase 3: Data Analysis and Redaction of the deliverablesThe Consultant is expected to provide the Evaluation Report as follow:

- First draft on February 17, 2016 for feedback from the Project Team- Final draft on March 7, 2016, including executive summary, beneficiary testimonies for each country, and a 4-

page case study for communication and capitalisation. Any other relevant information will be added into annexes.

V. Expected results of the evaluation - MethodologyThe Consultant ‘s main task will be writing the external final evaluation report on the UMMII project. The consulting mission will take place between January 4, 2016 and to be ended by March 7, 2016.

The external evaluation will be carried out in all the locations of the project activities, namely in France, Germany and Italy. The Consultant will work in collaboration with the UMM team. The working agenda including the field mission will be defined at the kick-off meeting. The European Union validates the evaluation of its projects thanks to the Result Oriented Monitoring (ROM) method (ROM manual is available here); the consultant will have to comply with this methodology. The ROM manual is available on the European Commission website: http://capacity4dev.ec.europa.eu/public-design_monitoring_evaluation/document/rom-handbook-2015

Therefore the consultant must address the following criteria:

RelevanceThe extent to which the aid activity is suited to the priorities and policies of the target group, recipient and donor. In evaluating the relevance of a programme or a project, it is useful to consider the following questions:

To what extent are the objectives of the programme still valid? Are the activities and outputs of the programme consistent with the overall goal and the attainment of its

objectives? Are the activities and outputs of the programme consistent with the intended impacts and effects?

EffectivenessA measure of the extent to which an aid activity attains its objectives.In evaluating the effectiveness of a programme or a project, it is useful to consider the following questions:

To what extent were the objectives achieved / are likely to be achieved? What were the major factors influencing the achievement or non-achievement of the objectives?

EfficiencyEfficiency measures the outputs -- qualitative and quantitative -- in relation to the inputs. It is an economic term, which signifies that the aid uses the least costly resources possible in order to achieve the desired results. This

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generally requires comparing alternative approaches to achieving the same outputs, to see whether the most efficient process has been adopted.When evaluating the efficiency of a programme or a project, it is useful to consider the following questions:

Were activities cost-efficient? Were objectives achieved on time? Was the programme or project implemented in the most efficient way compared to alternatives?

ImpactThe positive and negative changes produced by a development intervention, directly or indirectly, intended or unintended. This involves the main impacts and effects resulting from the activity on the local social, economic, environmental and other development indicators. The examination should be concerned with both intended and unintended results and must also include the positive and negative impact of external factors, such as changes in terms of trade and financial conditions.When evaluating the impact of a programme or a project, it is useful to consider the following questions:

What has happened as a result of the programme or project? What real difference has the activity made to the beneficiaries? How many people have been affected?

SustainabilitySustainability is concerned with measuring whether the benefits of an activity are likely to continue after donor funding has been withdrawn. Projects need to be environmentally as well as financially sustainable.When evaluating the sustainability of a programme or a project, it is useful to consider the following questions:

To what extent did the benefits of a programme or project continue after donor funding ceased? What were the major factors, which influenced the achievement or non-achievement of sustainability of the

programme or project?

VI. Application process

VI.1. Profile of the ConsultantThe profile of the Project evaluation Expert (team leader) must meet the following requirements:

Diploma equivalent to a master degree or above related to economics, business, international development, finance, social or human sciences or equivalent experience in evaluation missions

Minimum 10 years of experience on monitoring and evaluation activities with at least 3 years of international experience in external impact evaluations for European Union funded projects in the European Union or in developing countries

Expertise in External evaluations especially for EU financed projects, Microfinance and education or capacity building, Research and knowledge sharing, characteristics and needs of students and universities in the European Union

3 projects minimum evaluated in the last 5 years according to the European Union methodology and OECD criteria

High command of English (spoken and written), French, Italian or German an advantage Ability to work in a multi-partner project and multi-cultural environment

As for the profile of the Evaluators (team members): Diploma equivalent to a master degree or above related to economics, business, international development,

finance, social or human sciences or equivalent experience in evaluation missions

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Minimum 3 years of experience on monitoring and evaluation activities High knowledge and understanding of the European Union external evaluation methodology High command of English (spoken and written), French, Italian or German an advantage Ability to work in a multi-partner project and multi-cultural environment

All team members should expect to be available during the mission period from January 4, 2016 to March 7, 2016.

VI.2. Evaluation of the bidsThe evaluation of the technical proposal will observe the following marking grid:

Criteria Mark out of

Qualifications 75

CV of the team leader meeting the requirements above 30

Education 5

Experience 15

Skills 10

CV of the team members meeting the requirements above 25

Education 5

Experience 10

Skills 10

Rating of speaking skills of the global team (English + 1 European Language) 5

Relevant experience and references of the Consultant (Firms/NGOs) 15

Presentation of the bid 25

Methodology 20

Understanding of the issues at stake 5

Strategy of implementation of the objectives of the mission 10

Chronogram 5

Clarity and relevance of the bid 5

TOTAL 100

Minimum technical mark: 80. The financial offers related to technical proposals with grades below 80 will not be reviewed.

This evaluation will only be conducted for the candidates having a technical mark above 80.

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The financial mark is calculated with the following formula:

The global mark will be calculated as below:

VI.3. Budget Please provide us with a detailed budget for all activities and expenses for the evaluation of the UMM project in the three designated countries (possibility for one of the countries to be treated remotely). The maximum budget should not exceed 25,000 Euros.

VI.4. Application file Templates for the technical and financial offers are provided in annex. Any proposal submitted in another format will not be considered.

The Consultant will elaborate a technical offer comprising of:- a note on their understanding of the terms of reference and the ROM methodology- the references and experiences of the Consultant- the CVs of the team members and their expected responsibilities in the mission- the activities and staffing planning

Technical (PDF) and Financial (PDF + Excel) proposal must be submitted by email to Positive Planet ([email protected]) in separate files.

VI.5. Tender schedule Forecasted calendar:

Milestone Date

Publication of the present Terms of reference 24.11.15

End of Q&A period* 07.12.15

Submission date 09.12.15 at 11:59 pm

Selection date 18.12.15

Contract signature (maximum deadline) 31.12.15

Expected starting date of the mission 04.01.16

Delivery of the draft of the final report 17.02.16

Delivery of the evaluation file 07.03.16

* Questions to be submitted to the Task Manager – Mrs Donna Fleury – [email protected]

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FM = 100*LO/CO

FM = Financial MarkLO = Lowest financial offerCO = Considered Offer

GM = xTM + yFM

GM = Global MarkTM = Technical MarkFM = Financial Markx = 0,65 and y = 0,35



VII. Annexes

VII.1. Application template – Technical Proposal

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Insert LOGO of the consulting firm

University Meets Microfinance IIThe final evaluation of the University Meets Microfinance II (UMM).

Technical ProposalReference: UMM_EVAL_PP

Submission date:

Insert LOGO of the applicant

Contacts

Name:Status:Address:Email:Telephone:


Name of organization – Technical proposal UMM_EVAL_PP13


Submission letter

Date, place

Title of the tender:

Dear Sir or Madam:

Name of the consulting firm offers its professional services as consultant for the project: title of the project.

We hereby submit our technical proposal. As specified in the Terms of Reference, in addition to this present technical proposal a financial proposal is presented separately.

Should you give a favorable response to this proposal, we commit to deliver the totality of the services defined in the contract on time as per the calendar stipulated by Positive Planet.

We understand you are not bound to accept any offer you receive.

Yours sincerely,

Responsible:

Signature _____________________________

Name of signatoryPositionOrganizationEmail



Contents

The Consultant is expected to apply the following guidelines. Positive Planet might reject any proposal submitted under another format and size. The Consultant is nevertheless granted to apply its own graphic charter.

The Consultant is expected to replace this page by a detailed overview according to its Technical Proposal, including the page number.

I. Comments on the Terms of Reference 2 pages max

II. Methodology

A. Challenges and issues at stake 1 page max

B. Description of activities 10 pages max

C. Planning 2 pages max

III. Working team and experience

A. Team Organigram 1 page max

B. Composition and tasks repartition 1 page max

C. Team members’ short biographies ½ page per specialist max

Annex 1 – Presentation of the Consultant 3 pages max

Annex 2 – References 1 page per reference max

Annex 3 – Detailed CV (European Union Format) no size limit



I. Comments and/or suggestion on the Terms of Reference

[Present and justify here any modifications to the Terms of Reference your consulting firm/organization would like to propose, if there are any, to perform the assignment better and more effectively (e.g. deleting some activity that you find unnecessary, adding others or proposing a different phasing of the activities). Such suggestions should be concise and incorporated in your Proposal.]



II. Methodology

A. Challenges and issues at stake

[Present and justify here any challenges and issues related to the thematic of the UMM initiative and the targeted countries. Explain whether the designed solutions were relevant or not regarding the maturity stage of the UMM partners and beneficiaries.]



B. Description of activities

[In this sub section you should propose the main activities of the assignment, their content and duration, phasing and interrelations, milestones (including interim approvals by the Client), and delivery dates of the reports. The proposed work plan should be consistent with the technical approach and methodology, showing understanding of the TOR and ability to translate them into a feasible working plan. A list of the final documents, including reports, drawings, and tables to be delivered as final output, should be included here. The work plan should be consistent with the Terms of Reference.]



C. Planning

[Indicative format below. The expected planning must be broken down by week, and present the activities, milestones, critical path and deliverables.]

N° Activity3Weeks4

1 2 3 4 5 6 7 8 9 10 11 12 n

1

2

3

4

5

n

3 Indicate all main activities of the assignment, including delivery of reports (e.g.: inception, interim, and final reports), and other benchmarks such as Client approvals, etc. For phased assignments indicate activities, delivery of reports, and benchmarks separately for each phase.4 Duration of activities shall be indicated in the form of a bar chart.



III. Working team and experience[In this sub section you should propose the structure and composition of your team. You should list the main disciplines of the assignment, the key expert responsible, and proposed technical and support staff.]

A. Team Organigram

[The Consultant is expected to propose a synthetic schema that present the whole team and links between the team members and their specific attributions.]



B. Composition and tasks repartition

Name of Staff & associated Firm5

Area of Expertise

Relevant to the Assignment

Designation for this

Assignment6

Assigned Tasks or Deliverables

Location7 Number of Days

5 Indicate if the proposed staff is an employee or agent of your consulting firm/organization or a sub consultant.6 Title or position as described in the TOR or otherwise named in your proposed Organization and Staffing under Section D, sub section (c).7 Relative to the assignment subject of the Contract, indicate if the staff/consultant local or international.



C. Team members’ short biographies

[The Consultant is expected to give a brief insight regarding the ability of each team member to conduct its tasks and responsibilities according to his past experience.]



Annex 1 – Presentation of the Consultant

[Briefly describe the background and organization of your consulting firm/organization and the sub consultant/s that your consulting firm/organization proposes to engage for this assignment.]



Annex 2 – References

[Using the format below, provide information on at least 3 previous consulting assignments similar to the assignment subject of this solicitation for which your consulting firm/organization and the sub consultants for this assignment were engaged either individually as distinct corporate entities or jointly as members of an association or consortium of corporate entities. Please use one box for each assignment and use extra sheets, as necessary. Similar experience during the last 5 years only will be relevant.]

Assignment name: Approx. value of the contract (in current US$):

Country:Location within country:

Duration of assignment (months):

Name of Client & contact: Total No. of staff-months of the assignment:

Contact Person, Title/Designation, Tel. No./Address:

Start date (month/year):Completion date (month/year):

No. of professional staff-months provided by your consulting firm/organization or your sub consultants:

Name of associated Consultants, if any: Name of senior professional staff of your consulting firm/organization involved and designation and/or functions performed (e.g. Project Director/Coordinator, Team Leader):

Description of Project:

Description of actual services provided by your staff within the assignment:



Annex 3 – Detailed CV (European Union Format)


CURRICULUM VITAE

Proposed role in the project:

Category:

Staff of <name of the firm>

Family name:

First names:

Date of birth:

Passport holder:

Education:

Institution(Date from - Date to)

Degree(s) or Diploma(s) obtained:

Language skills: Indicate competence on a scale of 1 to 5 (1 - excellent; 5 - basic)

Language Reading Speaking Writing

Membership of professional bodies:

Other skills: (e.g. Computer literacy, etc.)

Present position:

Years within the firm:

Key qualifications: (Relevant to the project)

Specific experience in the region:

Country Date from - Date to

of

Professional experience

Date from - Date to Location Company& reference

person8 (name & contact details)

Position Description

Other relevant information (e.g., Publications)

8 The Contracting Authority reserves the right to contact the reference persons. If you have any objection to this fact, kindly state so and provide a justification

Certification

I certify that (1) to the best of my knowledge and belief, this CV correctly describes me, my qualifications, and my experience; (2) that I am available for the assignment for which I am proposed; and (3) that I am proposed only by one Offeror and under one proposal.

I understand that any wilful misstatement or misrepresentation herein may lead to my disqualification or removal from the selected team undertaking the assignment.

Date: [Signature of staff member or authorized representative of the staff] Day/Month/Year

VII.2. Application template – Financial Proposal

Insert LOGO of the consulting firm

University Meets Microfinance IIThe final evaluation of University Meets Microfinance II (UMM).

Financial ProposalReference: UMM_EVAL_PP

Submission date:


Contacts



Name of organization – Financial proposal UMM_EVAL_PP31


Contents

The Consultant is expected to apply the following guidelines. Positive Planet might reject any proposal submitted under another format. The Consultant is nevertheless granted to apply its own graphic charter.

The Consultant is expected to replace this page by an overview according to its Financial Proposal, including the page number.

Form A – Financial proposal submission form

Form B – Summary of Costs

Form C – Breakdown of Daily Fees

Form D – Breakdown of Reimbursable Costs



Form A – Financial proposal submission form

Date, place

Title of the tender:

Dear Sir or Madam:

Name of the consulting firm offers its professional services as consultant for the project: title of the project.

We, the undersigned, offer to provide the consulting services for [Title of consulting services] in accordance with your Request for Proposal dated [Date] and our Technical Proposal. We are hereby submitting our Financial Proposal, in two separate file i.e. this Word format and the Excel Sheet including all the tables and formula.

Our Financial Proposal shall be binding upon us subject to the modifications resulting from Contract negotiations, up to expiration of the validity period of the Proposal of 90 days.

Form B includes the substance of our Financial Proposal, and is inclusive of VAT and any other applicable taxes.

We understand you are not bound to accept any offer you receive.

Yours sincerely,

Responsible:

Signature _____________________________

Name of signatoryPositionOrganizationEmail

Attachments: - Form B Summary of Costs Form C Breakdown of Daily Fees Form D Breakdown of Reimbursable Costs



Form B – Summary of Costs

TOTAL COSTS OF THE MISSIONCOMPONENTS COSTS (EUR)

Remunerations (C) €

Reimbursable expenses (D) €

TOTAL C+ D €


Curriculum vitae

Form C – Breakdown of Daily Fees

Name Position Number of days Daily rate Total (EUR)

€ €€ €€ €€ €€ €€ €

TOTAL C € €

Curriculum vitae

Form D – Breakdown of Reimbursable Costs

No. Description Unit Quantity Unit price Total (EUR)

1 International travel

1.1 €

… €

2 Daily allowance (accommodation, meals…)

2.2 €

… €

N Local travel

n €

… €

Other direct expenses

… €

… €

TOTAL D €

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