Date Issued: February 25, 2016

Submission Deadline: March 18, 2016

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Women’s World Banking is partnering a national bank in Tanzania to develop a youth savings proposition. Effectively reaching the youth market and developing a viable proposition for the bank requires targeting both youth and parents with two objectives: to allow youth to start practicing how to manage and save money from an early age with their parents’ support; and to enable parents to save on their own for their children’s future.

The project includes an evaluation component in the form of a pre/post quantitative survey to determine the outcomes youth and their families have experienced while accessing the products. Women’s World Banking is seeking proposals from qualified market research firms to develop and implement this survey.

About Women’s World Banking
Women’s World Banking is the global non-profit devoted to giving more low-income women access to the financial tools and resources essential to their security and prosperity. For more than 35 years we have worked with financial institutions to show them the benefit of investing in women as clients, and as leaders. We equip these institutions to meet women’s needs through authoritative market research, leadership training, sustainable financial products and consumer education. Headquartered in New York, Women’s World Banking works with 40 institutions in 29 countries with a reach of 16 million women to create access to finance on a greater scale than ever before.

Objectives and Responsibilities
Women’s World Banking is seeking a market research firm to develop and implement the client outcomes survey.

The evaluation will include a minimum of two rounds (baseline/end-line) of panel quantitative data collection. Approximately 2,000 clients will be interviewed, using multiple survey tools customized by segment. Interviews will be in-person, with a length of approximately 30-45 minutes. The exact sample and sites will be determined jointly by Women’s World Banking, the partner financial institution and the selected firm. The evaluation may also include qualitative data collection at baseline and end-line.

The survey will focus on client behavior and outcomes, including previous access to youth financial services, savings goals and behavior, control over product use, and outcomes around education and financial awareness, consumption smoothing, and family health/nutrition.

The responsibilities of the firm include (but are not limited to):

  • Collaborating with Women’s World Banking on the research design, including defining the sampling strategy
  • Obtaining IRB and local government approvals, as appropriate
  • Participating in the development of survey instruments and work plans, including:
    • Input on the survey content
    • Field test of survey instruments
    • Relevant documentation for field work, including manuals, interviewer guidelines and other research tools
  • Selecting, hiring and training a team of interviewers to collect the data (meeting gender, age and language requirements)
  • Implementing and overseeing data collection activities
  • Entering and coding collected data
  • Collaborating with partners on analysis of data.

Preferred Qualifications
Ideal respondents to this RFP include research organizations with skills and competencies in the following areas:

  • Development of survey instruments for individual data collection
  • Ability to identify a sampling frame and sampling strategy
  • Ability to train and field a high quality population-based survey in the required period
  • Ability to handle complex panel datasets of high quality
  • Ability to conduct analysis of data and report on results
  • Experience working with populations under age 18 preferred

An expected timeline for the activities is as follows:

Task Timeframe
Research design and development of survey instrument March – April 2016
Sample selection April – May 2016
Training of enumerators and testing of questionnaires  June 2016
Quantitative data collection June – July 2016
Data entry and cleaning July 2016
Quantitative data analysis August 2016

 A second phase of data collection and reporting will be conducted in 2018.

To Apply
Proposals must be received no later than 3/18/2016.

The proposal should include the elements below, as well as an illustrative budget.

  1. Organizational Capacity and Experience
    • Please provide a brief statement of your organization’s capacity to complete this work, listing similar projects completed/relevant organizational experience.
    • Please provide references.
  2. Team Structure and Organization of Work
    • Describe the proposed team required, including team leaders, any statisticians, supervisors and enumerators for field work and how they will be organized, data management staff, and any other others who will be involved in the work. Attach CVs of senior staff who will be leading the work.
    • With the team proposed, how many interviews do you expect to do per day and how many days do you expect to be in the field?
    • How quickly would you be able to organize fieldwork as described?
    • Describe your system for quality control of interviews and data in the field.
    • Describe your system for data entry & quality control of data.
  3. Availability
    • Is your organization available for the described activities in the time period indicated (March to August 2016)? If no, list any times where availability is limited.

Apply Now!

Applicants may submit their question(s) in writing to Please include in the e-mail subject line “Questions: Research Firm: Client Outcomes Survey.”

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 employment opportunity for all regardless of race, color, citizenship, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability, veteran or reservist status or any other category protected by federal, state or local law.


Q: What is the sample frame for the survey—is it bank clients or the general population?
A: The sample will include both clients as well as non-clients (however even non-clients would have participated in a financial education program and will therefore be familiar with the bank).

Q: If it is bank clients (or a different specific sample frame), do you know the quality of addresses to be provided?
A: We do not know the quality of the addresses, however the product has been delivered through a school program primarily, and therefore we anticipate reasonable ability to access the participants.

Q: What are the research questions to be addressed?  Or, more specifically, the outcome variables of interest?
A: The objective of the study is to evaluate client behavior and outcomes:

  • Previous access to youth financial services
  • Savings goals and behavior, by gender
  • Control over product use, by gender
  • Outcomes, including education, marital status, consumption smoothing, and family health/ nutrition

Research questions are still being developed.

Q: What is the timing of the baseline survey, product rollout, and endline survey?  It seems like this RFP is mainly addressing the baseline survey (to be conducted in the summer of 2016), and that the endline survey would take place in 2018?
A: Correct, the product is currently being rolled out. The baseline survey is meant to be conducted in the summer of 2016. End-line timing is estimated, but projected for summer for 2018 (however, this does not need to be part of the current proposal, as it will be scoped at a later date).

Q: Can you share your expected budget for the project or any similar past projects?
A: We are requesting competitive bids, however will have a conversation about budget during the selection process where we would be open to negotiation.

Q: Do we have a research brief document or terms of reference  for this study?
A: We do not yet have a research brief. The TOR would be developed as part of the contracting process.

Q: You have mentioned the use of using multiple survey tools customized by segment, kindly clarity which segments mentioned here in?
A: In the case of this study, segments would include parents and youth (further segment by age – ages 12-18, age 18+)

Q: Would you want us to send a proposal or a quotation?
A: Both – please send a proposal which includes proposed team, approach, timeline, etc. as well as a quotation (estimated budget).

Q: Are you  fine with us suggesting the regions to be sampled or are there specific areas you would want to be sampled?
A: We will very much appreciate your suggestions, however there may be some restrictions based on regions where the product is being delivered. This can be discussed further during the project scoping phase.