Terms of Reference (ToR) For Base Line Survey and Rapid Need Assessment for an Upcoming Project on Women’s Economic Empowerment

Oxfam in Nepal

Oxfam has been working in Nepal since the early 1980s undertaking various development initiatives addressing the poverty and injustice faced by women and other socially and economically excluded groups. The level of Oxfam's engagement increased substantially after restoration of democracy in 1990 as it became easier for civil society to work in the new political environment. Over the years, Oxfam…

Terms of Reference (ToR) For Base Line Survey and Rapid Need Assessment for an Upcoming Project on Women’s Economic Empowerment

Oxfam Nepal

Terms of Reference (ToR)


Base Line Survey and Rapid Need Assessment for an Upcoming Project on Women’s Economic Empowerment 

1 Background

Oxfam is an international confederation of 19 organizations network together in more than 65 countries, as part of a global movement for change, to build a future free from the injustice of poverty. Oxfam has been working in Nepal for 40 years to support the Government of Nepal with the vision to create a just society without poverty; a society in which all women and men live a life of dignity, enjoy their rights and assume their responsibilities as active citizens of Nepal. Through its different program, it aims to provide people with livelihood opportunities, ensuring that development-related activities are demand driven and sustainable and that the most vulnerable are empowered to claim their rights. 

As defined by the new Country Strategy (2020-2025), Oxfam will work in three inter-connected thematic sectors; 1) Gender Justice, 2) Resilience and Climate Justice and 3) Water Governance. By working in these sectors, Oxfam aims to provide people with opportunities to reduce poverty, vulnerability and inequality, ensuring that development-related activities are gender sensitive, socially inclusive, demand driven and sustainable, and that the most vulnerable are empowered to claim their rights. Oxfam works in close coordination with national and local governments and civil society organizations to support marginalized, socially excluded and economically poor communities. Oxfam Nepal is designing an integrated women’s economic empowerment project in Sudur Paschim Province. The overall objective of the project is to increase income and food security of poor and socially excluded communities. The project is expected to be started from July 2022. In this connection, Oxfam Nepal seeks a service of a consultancy firm or individual to conduct need assessment and establish baseline for affected communities. 

2  Objective and scope of the assignment 

The objectives of this consultancy are to conduct a need assessment and to establish pre-project baseline of the targeted communities on key project indicators to enable changes on life and livelihoods of the targeted communities to be measured over the course of project. Specifically, the baseline survey aims at collecting pre-project status of targeted HHs/communities on (not limited to): 

  • Income and occupation of targeted people, 
  • Agriculture, livelihoods, and food security 
  • Climate change/climate justice, 
  • Gender-based violence and care-work burden, 
  • Women’s leadership 
  • Gender and social inclusion 
  • Youths and adolescent 

3 Methodology 

There are two tasks to be completed by the consultant; need assessment and baseline. For need assessment, the suggested methodology is qualitative. For baseline survey, both qualitative and quantitative methods for data collection should be used. Consultant is expected to collect household level data using structured questionnaire and key informant interview (KII) as well as Focus Group Discussion (FGD) carried out to triangulate and collect qualitative data. The draft of these tools should be approved by Oxfam. The baseline data should also include segregation of beneficiaries by gender, ethnicity, and People with Disabilities (PwDs). The consultant will select and train enumerators for these works. An appropriate sampling methodology will be used to determine sampling frame, sample size and respondents. 

The interested consultant/consultancy firm is requested to collect log frame from Oxfam Nepal office by emailing at consultancy_nepal@oxfam.org.uk

4  Task, deliverables, and suggested timeframe for consultant 

Task/DeliverablesSuggested timeframe
a. Inception meeting with Oxfam 0.5 days
b. Detailed inception report including detailed work plan, finalized methodologies and tools and table of content and dummy table for final baseline report2 days
c. Training to data collectors/enumerators2 days
d. Pre-testing and updating the tools1 day
e. Data collection, analysis, and preparation of draft baseline study report7days
f. Finalization baseline study/submission of final report, responding to comments above 3 days
g. Oral presentation/meeting and de-brief with project staff 0.5 day
Estimated total16 days

5  Management Responsibilities 

The primary reporting officer for this assignment will be thematic lead of gender justice. However, the consultant should include and ensure participation of concerned staff of Oxfam Nepal.

6 Tentative Work Plan 

It is estimated that the task will require 16 person-days (excluding travel days) in June. The non-negotiable deadline for this task is 25 June 2022. 

7  Budget and terms of payment 

SNActivitiesUnitNo of unitsRateTotal
1Lead consultantDays16
3Training to the enumerators (10 enumerators)Day3*10
5Food and accommodation for consultantDays16
VAT 13 %

Disbursement plan: 30% of the agreed amount will be disbursed after receiving inception report and upon the satisfaction of Thematic Lead whereas remaining 70% of the agreed amount will be released after receiving final report and upon the satisfaction of Thematic Lead. 

8  Profile of the firms and/or consultants 

This consultancy will be carried out by an experienced and qualified consultant/firm. The consultant/firm will be selected through a competitive and transparent process. A suggested consultant team shall include one lead consultant and one expert on gender-based violence (GBV). Required expertise, experiences, academic qualifications, and competencies of the firms and team members should include: 

  • Masters in in statistics, agriculture, development studies or gender studies
  • Previous experience of conducting similar studies

9 Documents for submission 

Interested consulting firm or individuals can apply by submitting the following: 

  • A technical proposal including
    • Description of how your skills and experience match the TOR requirements,
    • Proposed methodology and work plan
  • A financial proposal: should include a detailed budget sheet with breakdowns
  • CV of lead consultant and GESI expert 
  • Profile/experience of the consultancy firm 
  • VAT registration Certificate
  • Company Registration Certificate
  • Tax clearance certificate 2077/78

10 Proposal review/scoring criteria

The total score is 100 points that include 70 points on technical expertise, organizational profile, understanding of the assignment, study design and methodology, and 30 points on budget plan.

S.N.Key Criteria
1.Relevant work experiences of the firm, particularly in conducting baseline of integrated women economic empowerment project (20)
2.Academic qualifications and work experience of proposed consultants as revealed by CV (30 points)
3.Understanding of the assignment along with proposed study design, tools, and methodology (20 points)
4.Cost-effectiveness and realistic budget plan (30 points)

11  Response

The Consulting VAT Registered Firm should submit the technical and financial proposal to Oxfam by 31 MAY 2022 before 5 pm via mail to consultancy_nepal@oxfam.org.uk, clearly mentioning the title of assignment in the email subject line “Baseline Survey and Rapid Need Assessment” and not exceeding 15 MB

12  Ethical considerations 

The Consultant will be required to take all the necessary actions to handle the collected data responsibly (see Oxfam Responsible Data Policy) to ensure data privacy, anonymity, and confidentiality.

13  Our commitment to safeguarding 

Oxfam is committed to safeguarding and promoting the welfare of children, young people and adults and expects all staff, consultants, volunteers to share this commitment. We will do everything possible to ensure that only those who are suitable to work within our values are selected to work for us.  

14  Confidentiality/Non-disclosure 

All material issued in connection with this ToR shall remain the property of Oxfam and shall be used only for the purpose of this procurement exercise. All information provided shall be either returned to Oxfam or securely destroyed by unsuccessful applicants at the conclusion of the procurement exercise. 

During the performance of the assignment or at any time after expiry or termination of the Agreement, the Consultant shall not disclose to any person or otherwise make use of any confidential information which s/he has obtained or may in the course of this agreement relating to partner organization/Oxfam, the respondents or otherwise. 

The consultant will be required to sign a non-disclosure/confidentiality agreement as part of their undertaking of this work.  

15  Intellectual property, copyrights, and ownership 

Oxfam shall retain all reference materials provided as background used by the Consultant in the delivery of this assignment.  All arising intellectual property, ideas, materials, processes, or processes formed in contemplation, course of, or as result of this work shall be passed to Oxfam without restriction. Copyright of all arising documents, data, information, or reports produced by the Consultant under this agreement shall belong to Oxfam and will be passed to Oxfam without restriction. Such documents, data, information, and reports shall not be used by the Consultant for any other purpose other than in conjunction with this assignment, without the express written permission of Oxfam