DSW’s Budget and Policy Analysis Support Consultant

Terms of Reference for a Consultant to support DSW’s budget and policy analysis


DSW (Deutsche Stiftung Weltbevoelkerung) is an international development and advocacy organization that seeks to empower young people and communities in low and middle-income countries by addressing issues of population dynamics and health as a key to sustainable development.

With its headquarters in Hannover, Germany, DSW runs country offices in Ethiopia, Kenya, Tanzania and Uganda and liaison offices in Berlin and Brussels.

The Project

DSW is implementing an anchor grant project funded by the Bill and Melinda Gates Foundation (BMGF) for a programme titled Strengthening Health through Advocacy and People Empowerment (SHAPE).

The overarching goal of the programme is the increase of resources for Global Health, Global Health Research and Development and Family Planning (FP).

The programme consists of 3 pillars implemented in Germany (Pillar 1), EU/Brussels (Pillar 2) and in in three East African countries (Pillar 3).

In the framework of Pillar 3, DSW advocates for increased funding from national and sub-national governments in Kenya, Tanzania and Uganda to address the unmet need for FP.

Under the pillar, DSW seeks to extend successful approaches targeting the supply of FP funding whilst also applying demand pressure for increased allocations at national and subnational/decentralised levels.

Currently the project is being implemented in the counties of Kilifi, Mombasa, Nyandarua, Meru, Laikipia, Nakuru, Uasin Gishu, Trans-Nzoia, West-Pokot, Bungoma and Nandi.

A key approach is DSW’s country-based work on budget analysis as a source for evidence-based advocacy tracking government commitments, allocations and programmes.

In this regard, DSW has over the years conducted annual reviews of national and sub-national budgets as entry points for ongoing engagements with national and subnational decision makers with a view to increasing FP resourcing and the importance of establishing dedicated FP budget line items.

Findings are published in reports, fact sheets and other formats targeting various audiences. DSW will continue this piece of work within the current grant/project.

Consequently, DSW seeks the services of a consultant to support in the budget study activity involving DSW’s Country Office in Kenya.

Whilst the consultant will communicate and work closely with focal persons at the country offices. DSW will provide support throughout all phases of the assignment, provide the consultant with data collection officers and help with logistical arrangements for any task-related travel.

Expected Outputs

The scope of work shall be limited to the objectives of the agreed ToRs. The expected deliverables are:

  1. In consultation with DSW, review existing family planning budget analysis tools and guidelines, revise and refine these to create a user-friendly and methodologically sound system of tracking domestic FP funding from national and subnational government budgets. Pretest revised tools and effect amendments.
  2. Lead in an initial training/orientation of DSW staff and youth champions/data collectors on both the use of the tools and on the process developed to collect and verify quantitative and qualitative budget data and information.
  3. Supervise, backstop and coordinate data collection and quality assurance tasks to inform budget analysis.
  4. The consultant will be expected to organize adequate supervision and coordination of the data collection and survey teams in the field.
  5. Using completed and final data, develop a report that presents a clear methodology and analysis of the national and county family planning budgets allocation for FP in Kenya, covering the national level and 11 counties.
  6. Receive and incorporate feedback on the draft written report, and check for completeness and coherence.
  7. Together with DSW, engage relevant government officials at national and district levels to validate the data collected. The validation will help to address any data gaps, and ensure that the final report will have stakeholder ownership and acceptance for effective use.
  8. To make recommendations on how to work with the counties to increase funding allocation for FP

Indicative time frame / Milestones

The assignment is expected to take up to 25 working days within a contract period of five months, between May and September 2017, as indicated in the table below.

A specific work plan will be agreed between DSW and the Consultant

Consultant’s Profile

Knowledge and Experience

  • Demonstrable knowledge and experience working in the areas of family planning/reproductive health (FP/RH) especially in low and middle income countries
  • Possess knowledge and experience in budget analysis and tracking for evidence-based advocacy within the Kenyan context
  • Knowledge designing research methodologies and tools for budget based data collection and analyses
  • Similar work in the last 3 years (please provide at least one sample copy of a recent study or research report conducted)
  • A demonstrated high level of professionalism; ensure frequent, efficient, and constructive communication with DSW, partners and stakeholders.
  • Ability to work independently and in high-pressure situations under tight deadlines involving teams in remote locations
  • High proficiency in written and spoken English is required.
  • Extensive experiences in research work in reproductive health and development projects in Kenya.


The consultancy fee will be paid in instalments as agreed in contract and is based on production of deliverables in accordance with contractual requirements and deadlines.

Application Guidelines

Interested firms or individuals are requested to submit a bid dossier.

The dossier as well as any inquiries shall be submitted through email by 13 April 2017 to info@dswkenya.org with the title “Kenya Budget Analysis Consultant” in the subject line.

The bid dossier should contain the following:

Technical Proposal

  • Understanding and interpretation of the ToRs
  • Methodology to be used in undertaking the assignment
  • Time and activity schedule


  • Consultant’s daily rate in USD
  • Other costs, e.g. training material, travel and printing

Organizational and Personnel Capacity Statement

  • Relevant experience related to the assignment (including financial scope)
  • Contacts of organizations previously worked for
  • Curriculum Vitae of proposed team members
  • Sample copy of a recent study or research report conducted

Accounting and Finance, Economics and Statistics, Health and Medical, NGO and UN
Updated: April 10, 2017 — 7:43 pm