ISSUE DATE: August 29, 2019
SUBMISSION DATE: September 19, 2019

Women’s World Banking seeks an experienced research firm to conduct both quantitative surveys and/or qualitative research among low-income women on a rolling basis in the Philippines.

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 40 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 49 institutions in 32 countries to create access to finance on a greater scale than ever before.

Women’s World Banking is working with several different financial service providers across the Philippines. Across these engagements, two goals of the work will be to increase women’s access to and use of quality financial products and services (such as savings, credit, digital financial services, etc), as well as identify key issues and segments of women which we need to understand at a deeper level.  Under this initiative, Women’s World Banking will conduct a variety of quantitative and/or qualitative research initiatives. We are seeking a research firm that can assist in one or more of the following specific research activities:

  1. Manage Institutional Review Board (IRB) Approval
  2. Key Informant Interviews (KIIs)
  3. Large-scale Quantitative Survey Data Collection
  4. Qualitative Research (participant recruitment and/or facilitation of individual and group interviews)

The research firm should have deep knowledge and experience in one or more of the above markets. This will be a retainer contract to last for one year.

The objective of the consultancy is to conduct client-focused research through a variety of methodologies, as needed. Research will need to be conducted with men and women separately, in both urban and rural regions within each of our target countries and may need to be conducted in multiple languages. Research activities may include (but are not limited to):

IRB Approval:

  • Organize and submit all documentation to obtain ethical research clearance by local Institutional Review Board.
  • Obtain all permits and local government approvals, as appropriate
  • Create and share informed consent form with Women’s World Banking for approval
  • Share full IRB submission (in English) with Women’s World Banking

Key Informant Interviews:

  • Based on parameters provided by Women’s World Banking, propose list of key stakeholders to Women’s World Banking, including information on why stakeholders were selected and whether it is a personal contact or not. Stakeholders may include, but not limited to, private sector (such as enterprise) employers, government employees, NGO employees and other high-ranking officials.
  • Provide input on key informant interview guide developed by Women’s World Banking.
  • Contact and interview priority stakeholders indicated by Women’s World Banking, by phone or in person (consider scheduling at an appropriate time to allow Women’s World Banking New York team to join the calls)
  • Provide notes from the KIIs to Women’s World Banking and summarize insights, which may be used to decide on the ultimate study location and sampling strategy

Quantitative Surveys:

  • Survey:
    • Provide input on the questionnaire developed by Women’s World Banking
    • Translate questionnaire into local language
    • Program the quantitative interview guides into software (e.g., SurveyCTO) to administer computer-assisted personal interviews
    • Pilot and test the survey
    • Record any modifications made to the survey
    • Share pilot results with Women’s World Banking
    • Update survey based on findings from the pilot prior to going to the field
  • Train and supervise quantitative research team
    • Ensure deep understanding of the objectives of the research and meaning of the research questions.
    • Women’s World Banking research team may participate in some aspect of the training (e.g., discuss training plan with field coordinator)
    • Supervise enumerators and conduct regular quality checks, providing written reports to Women’s World Banking
    • Provide research plan that describes the training, research team composition and structure, number of interviews to be conducted per day, strategy to ensure data quality
    • Participate in regular progress updates with Women’s World Banking team (frequency and channel of communication to be determined)
  • Recruit all research respondents
    • Propose sampling methodology for approval by Women’s World Banking. Segments may include, but are not limited to: low-income women (segment A, B or C income segments), factory workers, mobile money users or non-users, remittance receivers, entrepreneurs or MFI or FSP clients and non-clients.
    • Provide feedback on screening/eligibility criteria developed by Women’s World Banking for the given study
    • Recruit respondents according to study eligibility criteria
    • Assign a unique ID (not a national ID) for all respondents
    • Set appropriate survey participant compensation/incentives
  • Data sharing
    • On a regular basis, provide de-identified raw data to Women’s World Banking to review
    • Clean and code collected data
    • Provide final survey tool in English and local language, complete and clean dataset with coding scheme, and any data files associated with the survey. All variables and answers should be translated into English.
  • Quantitative Implementation Report
    • Provide implementation report describing fully the methodology and sampling strategy used, response rates, respondent compensation, and any challenges (and changes) encountered during fieldwork. Report should include descriptive statistics, summary of key findings, and data visualization.

Qualitative Research:
Conduct qualitative research in the form of individual interviews or groups of both clients and non-clients. Firm would be responsible for all logistics of interviews (securing space, refreshments, recruitment of participants, and provision of participant compensation/incentives). This may include the following activities:

  • Interview guides:
    • Provide input on the interview guide developed by Women’s World Banking
    • Translate guides into local language
    • Pilot questions on the interview guide
    • Record any modifications made to the guide
    • Share results from the pilot with Women’s World Banking
  • Participant Recruitment:
    • Successfully recruit participants for group sessions and/or interviews. Arrange for a convenient time and location with the participant to participate in the research and follow up with this person to ensure availability. Number of participants and method of participant selection will be determined at time of qualitative research and may be informed by quantitative surveys or other inputs. Segments may include, but are not limited to: low-income women (segment A, B or C income segments), factory workers, mobile money users or non-users, remittance receivers, entrepreneurs or MFI or FSP clients and non-clients.
  • Venues:
    • Identify and secure research venues for sessions. Venues should be neutral, quiet locations that offer privacy, are easily accessible by participants, and acceptable for cultural norms for women; Two-way mirrors are not required; and Videotaping of sessions may be required.
  • Refreshments:
    • Arrange for light refreshments (snack and drink) and financial compensation (travel reimbursement) for all participants;
  • Interpretation:
    • Identify and hire one or two interpreters for simultaneous translation to participate in all research sessions attended by the Women’s World Banking team;
  • Facilitation:
    • Conduct focus group sessions and interviews with women and men, using a semi-structured or structured discussion guide. Women’s World Banking will develop the guides with input from the research firm (see above)
    • Audio record each interview and share English transcripts with Women’s World Banking. Transcripts should be shared within 48 hours of the completion of each research day to ensure that the content is aligned with the expectations of the Women’s World Banking research team.
    • Provide all raw notes from the interviews, including any audio or video recordings.
    • Participate in regular discussions with the Women’s World Banking research team to discuss emerging themes and reflect on the research approach.
    • Logistics point person must be present at focus group sites to ensure logistics of participant arrival and criteria confirmation, as well as facilitate logistics of research venue, refreshments and financial compensation.
  • Analysis:
    • Analyze session transcripts through inductive themes analysis, in partnership with the Women’s World Banking team. The research firm will lead the analytic coding and synthesis of findings with input from Women’s World Banking; and
    • Develop PowerPoint deck detailing key themes and findings, including breakdown by any relevant segments and geographies. Provide in-depth analytic content from the analysis.

The duration of this consultancy is estimated to be from September 2019 – August 2020. Research activities should begin upon contract award.

Field research will take place in multiple locations.  Firms may apply if they have substantial research experience in the Philippines.


  • Experience conducting research in the financial services;
  • Understanding of digital financial services/digital payment solutions
  • Deep understanding of issues around women’s financial inclusion as well as broader issues that women specifically face;
  • Experience conducting qualitative research in the form of interviews and focus groups with low-income women;
  • Experience conducting large-scale quantitative surveys, various sampling methods and quantitative analysis;
  • Experience using SurveyCTO or other form of survey digitization;
  • Strong analytical, research, and writing skills required with special focus on expertise in survey and qualitative research data collection and analysis methods;
  • Proactive project management skills with strong attention to detail;
  • Experience working in tight timelines and rigorous schedule of data collection;
  • Experience working in a multilateral and cross-time-zone team to meet deliverables;
  • Commitment to delivering excellent quality results that can have a meaningful impact for women; and
  • Fluency in English required.
  • Availability to attend the meetings with Women’s World Banking staff. Meeting hours need to be flexible sometime between 8 am – 5 pm EST.

Please submit your application by September 19, 2019 at midnight EDT.

Applications should include: a cover letter, qualifications, references (minimum of two), and fee breakdown for each research activity, including unit costs (e.g., cost per survey and cost per individual or group interview for each country).

The qualifications should include the elements below:

  • Statement of your organization’s capacity to effectively conduct some or all of the specific research activities described and relevant experience for each;
  • Team structure and organization of work: describe the proposed team and how they will be organized, and include CV(s) of senior staff who will lead the work;
  • Brief overview of proposed approaches for each component outlined above, and how capacity and/or research approach would differ across markets

Applicants are encouraged to apply if they have expertise in one or more of the research activities described above. Please indicate clearly in the application which research activities the firm is proposing to conduct. Multiple firms may be selected given their respective expertise on the desired research activities.

Apply Now!

Applicants may submit their question(s) in writing until September 18, 2019 to  Please include in the e-mail subject line “RFQ: Consumer Research across Multiple Markets ”

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

Women’s World Banking is an equal employment opportunity 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.

 Women’s World Banking will be unable to contract with any individual who is US citizen or resident without an LLC or LP or similar structure.