19RFP-23A

Note: PIDS is evaluating its consultant’s performance based on the quality of services rendered, timeliness of delivery, customer/after

sales service and overall quality of service.

REQUEST FOR PROPOSAL (Individual Consultant)

1. The Philippine Institute for Development Studies (PIDS) invites all eligible consultants to submit proposals for

the provision of consultancy services entitled Co-Principal Investigator/Sector Expert for the “Assessment of the Credit Demand of Small Farmers and Fisherfolk”

2. The study aims to analyze the demand for agricultural credit of small farmers and fisherfolk, and determine

the key factors that influence their demand for credit; develop a methodology for estimating and updating the credit demand of small farmers and fishers, including validation of previously used techniques in credit demand gap estimation; estimate the annual demand for loan of small farmers and fishers for the 5-year period (2018-2022) and for major commodities; and recommend policy measures to enhance small farmers and fisherfolk’s demand for agricultural credit. Details of the project are contained in the attached Terms of Reference.

3. The approved budget for the abovementioned requirement is PhP450,000.00 and will be implemented until May 30, 2020.

4. To be registered and eligible to be included in the PIDS’ database of consultants, interested proponents must

submit the following documents: a) Curriculum Vitae; b) Technical and Financial proposals using the PIDS-prescribed form; c) PhilGEPS registration number; d) Income/Business Tax Returns (for approved budget above PhP500,000.00); e) Filled-up registration form, which includes information on completed contracts and all on-going

government and project contracts, including contracts awarded but not yet started; f) Filled-up Data Privacy Notice and Personal Data Protection Form;

The following may be submitted prior to the issuance of Notice of Award: g) Notarized Omnibus Sworn Statement in accordance with Section 25.3 of the 2016 Revised

Implementing Rules and Regulations of the Republic Act No. 9184 IRR; and h) BIR Certificate of Registration.

5. Interested consultants may obtain further information from the Procurement Management Division c/o

Sharold B. Magallones at 18/F Three Cyberpod Centris – North Tower, EDSA cor. Quezon Ave., Quezon City, or via email at smagallones@mail.pids.gov.ph. Forms may be downloaded using the link, http://gofile.me/2s76i/mbQuf19Gu

6. The Institute shall adopt the Quality-Based Evaluation Procedure in the selection of consultants.

7. Deadline for the submission of eligibility requirements and technical and financial proposals for the

abovementioned research project is on December 23, 2019 at 2:00 p.m. addressed to:

Sonny N. Domingo – Chairperson, BAC for Consultancy Services c/o The BAC Secretariat (Consultancy Services) 18/F Three Cyberpod Centris – North Tower, EDSA cor. Quezon Ave., Quezon City

8. PIDS reserves the right to reject any or all the proposals, or declare a failure of bidding, or not award the

contract, if there is evidence of collusion including any act which restricts, suppresses or nullifies competition, or if there is a failure to follow the prescribed bidding procedures. PIDS also reserves the right to waive any required formality in the proposals received, and select the proposal which it determines to be the most advantageous to PIDS.

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Philippine Institute for Development Studies

TERMS OF REFERENCE

Co-Principal Investigator/Sector Expert for the Assessment of the Credit Demand of Small Farmers and Fisherfolk

1. Background and Rationale The Agricultural Credit Policy Council (ACPC) is collaborating with the Institute for the Assessment of the Credit Demand of Small Farmers and Fisherfolks. The study is necessary to analyze the demand of small farmers and fisherfolk for agricultural credit; develop a methodology for estimating and updating the credit demand of small farmers and fishers; estimate the annual demand for loans of small farmers and fishers; and recommend policy measures and strategies that will increase and sustain the flow of credit to agriculture and fisheries, improve the viability of farmers and fisherfolk, and support agriculture modernization, food security and poverty alleviation. An approach to pursuing this study is revisiting and updating the previous project PIDS and ACPC on construction of a forecasting model of demand and supply of agricultural credit to the small farmers and fisherfolks. In 1995, the PIDS study team, with the support of ACPC, developed forecasting system for estimating demand for and supply of agricultural credit particularly to the small farmers and fisherfolks, which is crucial for bridging the credit gap resulting from insufficient available credit extended to agriculture. The project resulted in the following outputs, namely (a) Module 1. Estimating Gross Value Added Using an Agricultural Submodel; (b) Module 2. Forecasting the Demand for Credit by Small-Scale Farmers and Fishermen; and (c) Module 3. Forecasting the Supply of Agricultural Credit. 2. Objectives

The study aims to:

1. Analyze the demand for agricultural credit of small farmers and fisherfolk, and determine the key factors that influence their demand for credit;

2. Develop a methodology for estimating and updating the credit demand of small farmers and fishers, including validation of previously used techniques in credit demand gap estimation;

3. Estimate the annual demand for loans of small farmers and fishers for the 5-year

period (2018-2022) and for major commodities (such as rice, corn, high value commercial crops, livestock and poultry); and

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4. Recommend policy measures to enhance small farmers and fisherfolk’s demand for agricultural credit.

3. Scope of Work, Deliverables and Schedule of Payment Releases

PIDS will engage the services of a Consultant with expertise in applied economic modeling, agriculture or related disciplines. Under the guidance and technical oversight of a PIDS Senior Research Fellow who serves as Project Director, the Consultant is expected to work with the Project Team and provide technical assistance in the conduct of the following tasks:

a. Prepare required instruments for data collection (focus group discussions and key informant interviews) and other tools needed in the estimation;

b. Examine compiled secondary data; c. Co-write with the Project Director the report, including at least one Policy Notes

and one Discussion Paper as required of the Project; d. Conduct one research seminar at PIDS in order to present the results of the study

and get feedback; e. Coordinate with all units at PIDS on Project activities, including the management

and documentation of all data collection activities for the efficient

implementation of the project; and

f. Train PIDS staff on the methodology developed for updating credit demand.

g. In collaboration with the Project Director and support from PIDS staff, conduct

capacity building/training workshops on the methodology employed to equip

ACPC staff with the ability to update credit demand.

h. Other related tasks that may be assigned by the Project Director.

The Consultant will prepare the following outputs based on the schedule below:

Activities and Deliverables Due Dates Payment Tranches

Inception Report (using PIDS template) to include a review of related literature, analytical & methodological framework, scope & limitations of analysis and the methodology to be employed, data requirements, study instruments (such as questionnaire, interview / FGD guide), and schedule of activities and delivery of outputs.

10%

Preliminary Report containing literature review, data collection instruments, and initial results.

25%

Draft Report to include the following: (a) analysis of small farmers and fisherfolk’s credit demand highlighting the key determinants of their credit demand; (b) methodology for the estimation and updating of credit demand;

25%

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(c) estimates of agricultural credit demand of small farmers and fishers; (d) Recommendations to enhance agricultural credit demand; Presentation of Preliminary Results in a Research Workshop Final Report (refer to PIDS’ Style Guide) addressing comments to the Draft Report and comments from the Research Workshop and from reviewers; and Conduct of training sessions with PIDS and ACPC staff

20%

Terminal Report; Policy Notes (refer to PIDS’ Guidelines in the preparation of PNs); and Turnover of data and materials used.

20%

NOTE: Payments will be based on the acceptance and approval by PIDS of the corresponding outputs

4. Qualifications of the Consultant

The Consultant should have the following qualifications: - Ph.D. in Economics or Development Economics or Social Sciences or

related discipline - At least 5 years of relevant experience - Desirable Qualifications: with research experience in applied

econometrics, applied economic modelling, agriculture and other development issues, and good track record of delivering high quality products

5. Project Duration

The engagement is six (6) man-months, from the issuance of the Notice to Proceed until May 31, 2020, on a part-time basis. The Consultant’s work must be completed by May 30, 2020 at the latest, and no man days will be chargeable after this date.

6. Project Cost

The estimated cost of this consulting service is Four hundred fifty thousand pesos (Php450,000), depending on qualifications. This does not include the cost of field visits, which will be shouldered by PIDS.

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7. Evaluation Criteria Consultants will be evaluated based on the following criteria: Consultant’s Qualifications:

- Ph.D. in Economics or Development Economics or Social Sciences or related discipline

- At least 5 years of relevant experience - Desirable Qualifications: with research experience in

applied econometrics, applied economic modelling, agriculture and other development issues, and good track record of delivering high quality products

50%

Plan of approach and methodology:

a. clarity, feasibility, innovativeness, and comprehensiveness of the

approach

b. incisive interpretation of problems and suggested solutions

50%

Total 100%