Scholarship Exchange Program in U.S.A
The 2018 YSEALI Civic Engagement Fellows Program

Position: Consultant or Firm -- KUNDAMLAY

KUNDAMLAY

Consultant or Firm 
Assessment on Self-Help Group/Saving Groups Situation and Analysis

I. Background and Rational
A self-help group (SHG) or Saving Group is a community trust based group usually composed of around 15–30 members that have common interests and dreams, live nearby each other, and willing to join their group’s activities. One of the common activities of the SHG is saving and credit operation.  Some groups decided to save weekly while other decided to save monthly. 

SHG/Saving group is an independent group and owned by their group members. All group’s rules and regulations is set by themselves and managed by their group leaders/management committee that elected by the group members based on their capacity and whom they trusted.  

Self-Help Group (SHG)/Saving Group is one of the project approach aimed to build social capital and community empowerment and sustainability, which lead to improve their living situation and community solidarity. There are many INGOs/LNGOs/CBOs applied this approach. However, the operating structure including group’s rules and regulations and the amount of saving, and the group size are deferent. Therefore, those groups are having different challenges and needs based on their purposes, operation system, and location. The approach of promoting Self Help Group (SHG)/Saving Group has shown great impact especially to breakdown the believe that poor cannot save. 

However, besides from its successes, Self-Help Group (SHG)/Saving Groups also faced with many challenges and struggle to deal with their issues themselves when the project is finished. Lots of lesson learned and good practices have been shared informally but there is no formal information had been documented related to the Self-Help Group (SHG)/Saving Group’s needs and how to build and maintain the group sustainability.   

On October 27, 2016, a meeting was co-organized by NGOs working group on saving to learn from and share experience among practitioners, and to discuss collaborative opportunity and sustainability of saving groups/self-help groups. During the meeting, the participants were recognized that there is a need for documenting all Self-Help Group (SHG)/Saving Group Situation—Size, their operating system, challenges, coping strategy, good practices, lesson learned, needs/recommendation for improving the sustainability of Self-Help Group (SHG)/Saving Groups, so that we all can learn from other and find way/strategy to response to their needs and build sustainability of saving groups/self-help groups.   

On behalf of technical working group, KUNDAMLAY is seeking for a qualified consultant or firm to conduct the assessment on SHGs/Saving group situation and analysis. 

II) Assessment Objectives
1) Overall Objective:
To identify the Self-Help Group (SHG)/Saving Groups current practices, challenges, good practices, and needs, and provide recommendations for improving saving groups/self-help groups situation, and sustainability and ownership of the groups.

2) Specific Objectives
  • To assess the characteristics, structure, size of the groups, amount of saving and bookkeeping system-- how it started and what make the group strong and function.
  • To consolidate the expectations/suggestions/supports that saving groups/self-help groups need from NOGs, Donors and Government for the function and sustainability of the group.
  • To learn from and share experiences among practitioners, and to discuss collaborative opportunity and sustainability of saving groups/self-help groups.
  • To provide recommendations to working groups on how to ensure the sustainability and ownership of the groups.
  • To provide relevant inputs to working group for the strategy/guideline on how to ensure the sustainability and ownership of saving groups/self-help groups.
III) Expected Results
  • PowerPoint presentations of assessment findings.
  • Documentation on saving groups/self-help groups good practice stories--- how it started and what make the group strong and function.
  • Final Assessment Reports both Khmer and English.
Consultant team/firm will work closely with Heifer/Oxfam PME team and Working Group members during the assessment process include: planning, assessment methodology development, field data collection, and reporting.

The findings from this study will be used to inform NGOs Working Group to strategically formulate agreed action points to support SHG/Saving Groups sustainability in Cambodia. Thus, the execution of service requires the consultant working with KUNDAMLAY, Heifer and its partner organizations and alliance at all levels through the whole study process.

The main tasks under this consultancy service include, but are not limited to the followings:
  • Undertake a review of relevant literature, and design semi and structure questionnaire and approaches 
  • Consult with relevant and responsible authorities both at national and sub-national level. [Travel may is required]
  • Consult with members Working Group in Phnom Penh, and NGOs working on similar issues
    Conduct key informant interviews and focus group discussions with targets communities 
  • Hold a consultative meeting with relevant stakeholders and communities representatives to discuss preliminary finding 
  • Produce “Final Report” in Khmer and English Language, which incorporating comments from the consultative meeting 
  • Produce a power-point presentation about the process and findings of the study and present in the sharing workshop 
IV) Terms
Interested consultants are invited to submit the following documents:
  • Assessment proposal with propose methodology, time frame and financial breakdown
  • CVs with highlighting experience relevant to above ToR and objectives
  • Cover letter showing how the consultant’s experience is relevant to the proposed Job and ToR
  • Attached sample previous similar assessment report
  • And confirming availability during the consultancy period mentioned above.
V) Reporting and timeline
The consultant team/firm will prepare a written report in Khmer and English. The field data collection is expected to carry on from second week of March, 2017. First draft report and PowerPoint presentation is expected is sent to Heifer/Oxfam PME team for comments no later than last week of March, 2017 and the final report will be submitted by the end of March, 2017.

VI) budget
The maximum estimated budget is in lump sum which would be used for the whole Assessment including consultant fee, transportation, accommodation, per diem, translation fee, tax, insurant and other related costs.

VIII) Contact information
Interested consultant team/firm are requested to send their letter of interest and proposal to KUNDAMLAY by March 05, 2017 by mail: job.cambodia@heifer.org and address: #6-8A, Street. 502, Sangkat Phsar Doeum Thkov, Khan Chamcar Morn.

For more details, please contact
Mr. Dara Sim, Executive director of KUNDAMLAY via 012771051

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