Call for Proposals: Financial Capabilities Curricula Analysis Consultant

FHI 360 South Africa
Please note: this opportunity closing date has passed and may not be available any more.
Opportunity closing date: 
Tuesday, 16 September, 2014
Opportunity type: 
Call for proposals

FHI 360 is a global development organisation with a rigorous, evidence-based approach. Our professional staff includes experts in health, nutrition, education, economic development, civil society, environment and research. FHI 360 operates from 60 offices with 4,400 staff in the U.S. and around the world. Our commitment to partnerships at every level and our multidisciplinary approach enable us to have a lasting impact on the individuals, communities and countries we serve–improving lives for millions.

FHI 360 South Africa is calling for proposals for a Financial Capabilities Curricula Analysis Consultant.


RFP date of issuance: 3 September 2014 
Due date for respondent questions: 10 September 2014 at 5h00 pm EDT (UTC/GMT – 4h00)
Answers to respondent questions posted: 11 September 2014 
Due date for proposals: 16 September 2014 at 5h00 pm EDT (UTC/GMT – 4h00)
Period of Performance: 6 October 6 - 10 December 2014

Programme Background

Under the Accelerating Strategies for Practical Innovation and Research in Economic Strengthening (ASPIRES), FHI 360 has assembled a consortium of leading organisations and experts to assist USAID and the President’s Emergency Plan for AIDS Relief (PEPFAR) in improving the livelihoods and economic security of vulnerable popula­tions. The project supports evidence-based, gender-sensitive programming and learn­ing to strengthen the economic capacities of vulnerable individuals and families, particularly OVC and key popu­lations at risk of acquiring HIV. To achieve this, ASPIRES provides technical assistance and research to scale up high-quality inter­ventions in ES such as improved access to savings and other financial services, training in money management, and support for the acquisition and use of income-generating workforce and entrepreneurship skills, as well as in social protection (SP) through in­terventions such as cash transfers.

Qualifications and Experience:

The Consultant must have the following qualifications and experience:

  • Fluency in English required;
  • Fluency in major indigenous South African languages a plus;
  • Minimum of 1-2 years’ experience in desk / scholarly research;
  • Minimum of 1-2 years’ experience in field research;
  • Minimum of 2-3 years’ experience in economic development, with work on financial capabilities or financial inclusion or enterprise development interventions a plus;
  • Demonstrated ability to write reports that integrate findings from a literature review and fieldwork;
  • Familiarity with financial capabilities programming preferred;
  • Familiarity with USAID-supported programming preferred;
  • Master’s degree preferred.

Application Process:


Proposals (5 000 words maximum, excluding bibliography, annexes, and the additional submission components noted below) should describe the approach to be employed to address the questions and requirements noted above. They must be prepared in English and delivered electronically in a word processor format (budgets in a spreadsheet format) rather than PDF by 5h00 pm EDT (UTC/GMT - 4h00) on the date noted on page 1, to the following addresses:

Jennine Carmichael,
Whitney Moret,

All submissions should include: 

  1. A summary (max. 3 pages) of expertise and experience, highlighting those aspects that are particularly relevant to the present assignment;
  2. CV (5 pages maximum each);
  3. Name and contact details for three relevant references;
  4. A writing sample relevant to report preparation;
  5. Budget, including proposed daily fee rate (in ZAR and supported by FHI 360 Biodata Form [attached]), expenses, and other direct costs. For budgeting travel, assume a single air itinerary with up to three stops over seven days.

FHI 360  /ASPIRES will accept questions from interested parties through 5:00 pm EDT (UTC/GMT -4:00) on the date noted on Page 1. Questions will only be accepted in writing at the email addresses above. All emailed questions must contain the subject line “FHI 360/ASPIRES - Financial Capabilities Curricula Analysis Consultant.” FHI 360 reserves the right to not answer any or all questions. All questions and the corresponding answers will be posted on the FHI 360 website at (questions will be posted anonymously).

Any information that substantially changes the requirements of the solicitation will be released through the issuance of an amendment to the solicitation, posted on FHI 360’s website for procurements: and will be e-mailed to any Consultant who has sent an e-mail indicating an intent to respond by the question submission deadline to the email addresses above.

Evaluation Criteria

All applications received by the stated closing date will be evaluated and ranked according to the following selection criteria:  
Criterion                                                              Weight

Technical                                                               30%
Past performance and related experience            40%
Cost proposal                                                        30%
Total                                                                     100%

Proposals must be received no later than 5:00 pm EDT (UTC/GMT -4:00) on the date noted on page 1. FHI 360 will confirm within two business days receipt of the proposal. It is not anticipated that late proposals will be reviewed; however, FHI 360 reserves the right to consider any late proposals for review, at its sole discretion.  It is anticipated that the successful consultant will be contacted on or about September 22, 2014.

Disclaimers and FHI 360 Protection Clauses:

a) FHI 360 may cancel solicitation and not award;

b) FHI 360 may reject any or all responses received;

c) Issuance of solicitation does not constitute award commitment by FHI 360;

d) FHI 360 reserves the right to disqualify any offer based on offeror failure to follow solicitation instructions;

e) FHI 360 will not compensate offerors for response to solicitation;

f)  FHI 360 reserves the right to issue award based on initial evaluation of offers without further discussion;

g) FHI 360 may choose to award only part of the activities in the solicitation, or issue multiple awards based on the solicitation activities;

h) FHI 360 reserves the right to waive minor proposal deficiencies that can be corrected prior to award determination to promote competition;

i)  FHI 360 will be contacting offerors to confirm contact person, address and that bid was submitted for this solicitation.

To read the full Terms of Reference, click here.

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