Professional research entity to collect data for pilot testing of the hybrid PMT methodology
Reference: D1/NC/002
Client: Ministry of Labor and Social Protection
Category: Nonconsultancy Service
Advertised: 2022-01-13
Deadline: 2022-01-27 15:00:00  

Ad Invitation

А. BACKGROUND

Mongolia has received a credit from the International Development Association (IDA) for the Strengthening Fiscal and Financial Stability Project (SFFSP). The Objective of the SFFS Project is designed to improve fiscal policy and sustainability in a mineral-based economy, protect the poor and vulnerable, and restore confidence in the financial sector. The project is designed into five components: (I) Strengthening Macroeconomic and Fiscal Management; (II)Improving the Efficiency of Public Financial Management; (III) Enhancing Financial Sector Stability; (IV) Strengthening the Social Protection System; (V) Project Management and Monitoring. The objectives are to Strengthen fiscal responsibility and implement relevant policy measures, improve fiscal discipline, strengthen the resiliency of the banking system, improve public expenditure quality in social protection, provide support for Project implementation, coordination, monitoring, and evaluation, including, inter alia, audit arrangements, reporting requirements, procurement, and financial management activities respectively. For more details, please refer to the Project Appraisal Document Report No. PAD2269.  

In Mongolia, the first PMT model was developed in 2009 with support from the World Bank and the Asian Development Bank using the Household Socio-Economic Survey of (HSES) 2007/2008 data.  It was then revised in 2013 and 2016 based on the HSES 2012 and HSES 2014 respectively. In all cases, separate models were estimated for Ulaanbaatar, Aimag (Province) Centers, and Soums (sub-province that includes soum centers and the countryside). 

Beginning in 2017, select information collected in the PMT survey (HLSA) is verified against administrative databases. Currently, the IHD has information for 714,000 verified households, representing about 70 percent of the total households in Mongolia.”   

The Government of Mongolia is keen to develop a methodology for determining household living standards based on direct income data. Therefore, the MLSP, NSO and the Ministry of Finance, and other relevant organizations started to research and analysis. Also, the MLSP has established a Working Group and sub workgroup with the participation of the NSO and other relevant government agencies on the 30th of November 2020 with the task to guide the process for improving the targeting methodology. In addition, the MLSP has requested SFFSP, World Bank to provide technical assistance on the possibility of developing and adopting a hybrid method that gives the opportunity to use an improved PMT methodology and available government administrative databases for a better assessment of household living standards. For this proposal, a working group at the MLSP has worked with international and national consultants in 2021 with funding from the World Bank's SFFSP.

The preparation of administrative data was time-consuming due to the confidentiality of information of government agencies, the lack of a legal framework for administrative data collection, and the lack of cohesiveness. During the development of the draft hybrid methodology, 49 types of information from 9 government organizations were collected and consolidated as part of the verification of the government administrative database.

The consultants have prepared their first report in November 2021 and presented it to the working group chaired by the Deputy Minister. They have executed the following tasks:

  • the report on Data analysis using HSES and Administrative data; the draft of a report detailing the results and methodology;
  • update HLSA questionnaire to include the new items required by the revised PMT;
  • provision of PMT model with coefficients for UB, Aimag centers, Soum Centers, and countryside, to allow MLSP to identify eligible beneficiaries.

MLSP and the members of the working group are highly satisfied with the above reports and MLSP keen to approve the joint order of the MLSP and NSO in the near future. 

Prior to approving the hybrid methodology, pilot testing is required to be conducted for determining the accuracy of and variables and coefficients reflected in the methodology, the discrepancy between assessed household living standard scores and computed household scores and matters that need to be considered when implementing the procedure of the hybrid methodology.

With this background, MLSP is keen to hire a professional research entity for carrying out data collection required for pilot testing of the revised methodology of assessing household living standards in Mongolia. The data collection will be carried out in sums and districts pre-selected by the MLSP&NSO. 

B. OBJECTIVE OF THE ASSIGNMENT

The main objective of this non-consultancy service is, based on the MLSP’s proposed methodology, to collect and provide accurate data from selected sample households that are required for testing the proposed revised methodology of household living standard measurement in Mongolia. The pilot testing shall be implemented in four settings (UB, other urban areas, soum, and rural) engaging a total of 400 households, 100 households in each location. 

C. SCOPE OF THE WORK

The professional research entity should ensure the high quality of data collection and will be responsible for the following tasks of this assignment.

Task 1. Prepare enumerators’ manual, ethical guidelines and guidance for field data collection,  and prepare cluster map of 400 households from designated 6 soums of 4 Aimags, (Bulgan, Orkhon, Khentii, Dundgovi, and Khishig-Undur, Dashinchilen soums of Bulgan aimag, Umnudelger and Delgerkhan soum of Khentii aimag, Adaatsag and Delgertsogt soums of Dundgovi aimag) and six districts of Ulaanbaatar (Bayangol, Songinokharkhan, Khan-Uul, Sukhbaatar, Chingeltei, Bayanzurkh);  

Task 2. Conduct training for enumerators;

Task 3. Collect data from 400 households of the selected pilot areas using the questionnaire forms provided by the MLSP and ensuring the completeness and high quality of the data collection;

Task 4.  Check and clean the collected data, and import the data into excel sheets which are pre-populated with administrative data , and ensure accuracy of the entered data;

Task 5. Prepare a report summarizing how the data collection, checking, cleaning and other related processes were implemented, predicaments faced while implementation of the data collection, including issues to be considered for carrying out the main survey in the future   

For facilitating the pilot testing, the MLSP will be responsible for the following: 

  • Providing the pilot test survey questionnaire;
  • Endorsing the pilot testing guidelines prepared by the professional research entity for undertaking data collection and other related processes, and providing necessary resources;
  • Providing an excel sheet with pre-populated administrative data for the pilot sample, on time. 

D. DELIVERABLES

Аll deliverables should be finalized upon incorporating the comments from  relevant officials of MLSP and GOLWS:

Deliverable 1. Preparation of the enumerators’ manual, ethical guidelines and other related guidance, cluster map of the selected area for the pilot-testing (referring to Task 1);

Deliverable 2. A report on training provided to enumerators as evidenced by training reports, photographs, information about participants, and other relevant materials of the said training (referring to Task 2);

Deliverable 3. A report on completion of data collection in the selected aimags, soums, countryside and Ulaanbaatar districts, supported with photographs, and other related evidence (referring to Task 3);

Deliverable 4. Excel spreadsheet which contains the data collected, upon proper checking and verification of accuracy,  from the surveyed 400 households (data integrated into the excel sheet provided by the MLSP which is pre-populated with corresponding administrative data)(referring to Task 4)

Deliverable 5. A report on how the pilot test was conducted, predicaments that were faced during the pilot, observations, and factors to be considered when implementing the main survey in the future (referring to Task 5)

F. SUPERVISION AND REPORTING

The professional research entity will report directly to the Director of Policy, Planning Department (PPD) of the MLSP.  The professional research entity may be requested to provide information to the MLSP’s Working Group and will carry out tasks in liaison with the work of the Working group. The professional research entity will work on a day-to-day basis under the guidance of the Director of PPD on technical matters related to the assignment. Work progress will be presented during the working group meeting or other meetings as needed.   

The Director of PPD shall evaluate the performance on the agreed deliverables and approve the invoices for the delivered outputs. 

The MLSP and SFFS PIU will provide input to the evaluation of the professional research entity’s performance

D. PROFESSIONAL RESEARCH ENTITY’S QUALIFICATIONS/ SELECTION CRITERIA

Requirements for the professional research entity for undertaking the tasks provided under this TOR:

General requirements for the professional research entity:

  • Experience in implementation of sample surveys from planning fieldwork to data collection, data cleaning, data entry, and reporting; as evidenced by the list of completed works and copies of reports produced.
  • Have at least three years of experience in conducting surveys;
  • Have a professional and experienced team for planning, implementation, and supervision for researchers and enumerators;

Requirements for the team leader of the professional research entity:

  • Education: should have at least a master's degree in statistics, sociology, demographics, and other relevant social sciences.   
  • Experienced in conducting surveys, with at least of 3-year experience in planning and coordinating the implementation of a sample survey;
  • Experienced in project management, including leading consulting and data collection and successfully implementing them;
  • Language skills: Satisfactory oral and writing communication skills in English;
  • Communications skills: Good communications skills and experience working with counterparts and teams are expected.

Requirements for a lead researcher have: 

  • Education: should have at least a bachelor degree  
  • Experience:  At least 3-years experience in conducting sample surveys, including fieldwork preparation and training of enumerators;
  • Language skills: Excellent written skills in Mongolian and understanding of English.
  • Other: Excellent interpersonal skills with the ability to function effectively and collaboratively in a team environment. Have the ability to perform and manage high-quality work in a relatively short period.
  • Communications skills: Good communications skills and experience working with counterparts and teams are expected. 

The professional research entity shall indicate the composition of the survey team, the number of team members and enumerators, and their qualifications. 

F. CONTRACT DURATION

The contract is expected to commence in January 2022.  The contract will have a duration of two months through March 2021.

Based on the evolving needs of the MLSP and the performance of the professional research entity, the contract may be extended if needed. If any task is not finished and approved by the MLSP within the agreed-upon timeline, the professional research entity should complete the task/s without any additional cost.

Payments will be released upon satisfactory completion of all deliverables, according to the following schedule:

  • Submission of Deliverable 1  stated in the ToR conditional on the MLSP’s approval: 30 % of the total contract amount 
  • Submission of Deliverable 2 stated in the ToR conditional on the MLSP’s approval: 30 % of the total contract amount 
  • Submission of Deliverable 3, 4, 5 stated in the ToR conditional on the MLSP’s approval: 40 % of the total contract amount.

G. INSTITUTIONAL ARRANGEMENTS

The MLSP will provide office space for the professional research entity to work with the international consultant and the national consultants which will contact pilot testing, and technical working groups as well as the MLSP officials.  The professional research entity will have access to all necessary data and information.  

Please submit the following documents in English via email to procurement_sgm@sffs.mn or in a sealed envelope no later than 15:00 PM, January 27, 2022:  

- Cover letter for quotation; 

- Price quotation;

- Company introduction along with a copy of state registration certificate; 

- CV of key experts along with professional diploma and certificate;

- Evidence of specific experience and qualification information of the firm relevant to the assignment. (Annex III)

The Quotation should be clearly marked “A professional entity to broadcast for social welfare reform on social networks such as Facebook, WEB, and Twitter with Ref no. D1/NC/004)”. 

A professional entity will be selected in accordance with Request for Quotations (RFQ) method of the World Bank’s Procurement Regulations for IPF Borrowers. https://thedocs.worldbank.org/en/doc/178331533065871195-0290022020/original/ProcurementRegulations.pdf. 

The submitted documents will not be returned to the applicants. Please be noted that incomplete applications would not be considered for evaluation. Only selected candidate will be contacted. Further information can be obtained at the address below during office hours: 8:30 to 17:30 hours (local Ulaanbaatar time) or procurement_sgm@sffs.mn.

Address for submission of Expression of Interest: Attention to Ms.G.Ariunaa, Procurement Specialist, Strengthening Fiscal and Financial Stability Project, Address: Room #205, Negdsen undestnii 8/2, 4th khoroo, Chingeltei District, Ulaanbaatar, Mongolia. 

Contact Info

70120582

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