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ST4 RFP2415 Annex. 1 TP

RFP for consultancy

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23 views4 pages

ST4 RFP2415 Annex. 1 TP

RFP for consultancy

Uploaded by

JoWa
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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RFP-2024-15

ANNEXURE 1 – TECHNICAL PROPOSAL


Ioanna Wagner Tsoni, PhD // Karla Gabriela Lopez Yucra // Agnaldo Nhangumele

CONSULTANT: _______________________________________________

SECTION A:
TECHNICAL:

1. Elaborate on your or your organization’s technical understanding of the scope of this


consultancy assignment.

2. Outline your proposed evaluation methodology / approach for undertaking this consultancy
assignment against the objectives and expected deliverables.

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3. Who are in the proposed team members and their roles for this consultancy assignment?
The proposed team members are:
1) Ioanna Wagner Tsoni, PhD: Team Leader
2) Karla Gabriela Lopez Yucra: Senior Evaluator
3) Agnaldo Nhangumele: Assistant Evaluator

4. Provide a workplan / timeline for this consultancy assignment.

5. Indicate your / your firm’s expertise undertaking similar project/program review and
evaluation assignment(s). Describe the role and outputs you (for individual) or the proposed
team members (for firm) have undertaken in these past assignments.

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6. What challenges and/or risks would you anticipate for this assignment? What are the
mitigation measures that will be put in place to address these risks?

7. Do you have prior experience in the following? Kindly select the option(s) that best describes
your experience.

Yes No Somewhat
1. Financial Regulation & Policy 1X 1 1 1 1 1
2. Financial Inclusion 1X 1 1 1 1 1
3. Consumer Protection 1X 1 1 1 1 1
4. Financial Literacy / Education /
1X 1 1 1 1 1
Capability
5. National Financial Literacy
1 1 1 1 1X 1
Strategy
6. Digital Financial Literacy 1 1 1 1 1X 1
7. Monitoring and Evaluation 1X 1 1 1 1 1
8. Financial Inclusion of Most
1X 1 1 1 1 1
Vulnerable Groups
9. Gender Financial Inclusion 1X 1 1 1 1 1
10. Other related topics / experience 1X 1 1 1 1 1

8. State three relevant references who you have undertaken a similar assignment for.
Provide contact details (email or/and phone number)

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9. Please provide with the followings: [Disclaimer: AFI has the right to disqualify applicant
who do not comply to the submission requirements]

(i) Updated CVs of proposed consultant(s) demonstrating


evidence of the required skills and experience listed in the TOR. Attached

(ii) Previous work samples of similar work done (link or attachment). Attached

(iii) Work Plan. Attached

(iv) Business Registration. [FOR SOLE PROPRIETOR,


COMPANY, FIRM or ORGANIZATION] Attached

(v) Joint Venture Agreement. Attached

(vi) Disclosure of employment. [FOR INDIVIDUAL] Attached

(vii) Conflict of Interest Disclosure Form. Attached

10. Are you currently on a full-time or part-time employment contract with any organization or
government official or have indirect involvement in this tender or currently working in one
of AFI’s consultancy work? [FOR INDIVIDUAL APPLICANT ONLY]
Ioanna and Agnaldo are engaged in part-time consultancies with Forcier Consulting, and
Karla is part-time with the Pan American Development Foundation. We do not have any
other direct or indirect involvement in this tender and are not working on any other AFI
consultancy.

11. Please provide any other information that would help us in better evaluating and assessing
your skills and qualification for this application.

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