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RFP: Qualitative Research in Indonesia

ISSUE DATE: December 4, 2017
SUBMISSION DATE: December 18, 2017
EXTENDED DATE: January 3, 2018


Women’s World Banking is seeking a local research firm to do qualitative research in Indonesia to support development of a nation-wide financial inclusion consumer action program that will be supported by Indonesia’s National Financial Inclusion Council Secretariat. The research will take place in Indonesia in late January/early February 2018.

About Women’s World Banking

Women’s World Banking is the global leader in women’s financial inclusion. Rooted in our deep understanding of the women’s market, we tackle financial inclusion in three interconnected ways: first, by partnering with financial services providers to develop scalable market-driven solutions; second, through our gender-lens private equity fund; and, finally, because diverse institutions are proven to be stronger, we build institutional capacity through leadership and diversity programs. Through this holistic approach and our global reach of 49 institutions in 31 countries, we accelerate economic opportunity for low-income women and growth for financial service providers in the emerging markets.
About the Project

A Secretariat was recently established to serve as the coordinating body responsible for implementing Indonesia’s National Financial Inclusion Strategy (SNKI). With funding from the Bill and Melinda Gates Foundation, Women’s World Banking is collaborating with the World Bank to support the Secretariat in developing a nation-wide financial inclusion consumer action program.

The objectives of the program are to:

  • Change the knowledge and attitudes of underserved Indonesians, and contribute to them taking action to access formal financial services
  • Leverage and strengthen relationships with SNKI stakeholders through partnership in this program

While quantitative financial inclusion data is available for Indonesia, qualitative information on why Indonesian consumers behave the way they do is scarce. An efficient round of research is needed to identify:

  • the most prevalent attitudinal and emotional barriers
  • the most compelling benefits
  • key influencers

around the uptake and active use of formal financial services among key target segments. The findings will be used to develop a strategy to address knowledge, attitude and practice around formal financial behavior among target segments in Indonesia.

Objectives & Responsibilities

The research firm will be responsible for conducting research that identifies the barriers and benefits for the uptake and active use of formal financial services among key target segments. The research must be efficient, using minimal time and financial resources to achieve the objective. Responsibilities include:

  • Recruitment:
    • Successfully recruit participants for individual interviews, focus group sessions and/or observations. The exact number of sessions will be confirmed once segments have been finalized; for the purposes of this RFP, please assume:
      • 2-3 consumer segments
      • 2 geographic locations (one urban, one rural) that are representative of the target population(s)
    • Venues:
      • Identify and secure research venues for interviews/focus group sessions. Venues should be neutral, quiet locations that offer privacy and are easily accessible by participants, and acceptable for cultural norms for women.
    • Moderation:
      • Provide experienced moderators who are capable of facilitating all sessions. Moderators should have experience conducting research among low-income segments, and preferably will also have experience conducting research in financial services.
    • Refreshments:
      • Arrange for refreshments and financial compensation for all participants
    • Interpretation & transcription:
      • Identify and secure interpreters for simultaneous interpretation between English and local language to participate in all research sessions
      • Transcribe all sessions into English
    • Analyze findings

Duration of Consultancy

The duration of this consultancy will be approximately four weeks in Q1 2018, with in-field research happening in late January-early February.

Location of Work

All work will take place in Indonesia. Preference will be given to local firms.

Preferred Qualifications

  • Deep expertise in the design and implementation of qualitative consumer research
  • Experience designing and/or conducting research among low-income segments and women
  • Experience in financial services or consumer products research
  • Comfort working in an ambiguous environment; ability to identify priorities and develop a structure & plan with minimal guidance
  • Strong understanding of the local context, for both urban and rural Indonesia
  • Must be fluent in English

To Apply

Please submit a cover letter and proposal, including but not limited to the following components:

  1. firm capabilities overview
  2. proposal
  3. sample timeline
  4. pricing
  5. relevant prior work with outcomes (at least two)
  6. proposed project team and qualifications
  7. References: minimum of two

Applicants may submit their question(s) in writing until Friday, December 15th to tn@womensworldbanking.org.  Please include in the e-mail subject line “Questions: RFP: Qualitative Research in Indonesia.”

This RFP does not guarantee or commit Women’s World Banking to proceeding with the above described work. Due to the overwhelming responses not all candidates will be contacted.

Women’s World Banking is an equal opportunity employer for all regardless of race, color, citizenship, religion, sex, sexual orientation, gender identity or expression, age, disability, veteran or reservist status or any other category protected by federal, state or local law.

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