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Dec 21, 2017

Solidaridad Coffee Producers Project Baseline Study

Terms of Reference for a Baseline Study: Scaling Investment for Resilience of East Africa Coffee Producers Project
Preamble: Solidaridad strives to be an organization that understands the signs of modern times, seeking to be a Civil Society Organization (CSO) with its own place and role in society, while simultaneously interacting with Governments and markets. 

The organization envisions a world in which all we produce, and all we consume can sustain us while respecting the planet, and the next generations. 

Solidaridad embraces the public-private and people partnerships (PPPP) in order to test innovations, speeding up change and take success to scale. 

Globally, Solidaridad works around coffee and other 12 commodities / sectors 

Background of Coffee Program in East Africa: Kenya’s coffee production continues to be increasingly small-holder, especially in the formally dominated large plantations in the growing areas that border urban centres where the coffee farms are giving way to real estate development. 

Both National and County governments are promoting coffee farming in non-traditional coffee growing areas as well as the rehabilitation of abandoned farms to ensure sustained production. 

The total area under coffee is estimated at 160,000 hectares, about one third of which is the plantation sector and the rests under small holder sector with an estimated 700,000 growers.

In 2015/16, coffee production stood at 47,000 tonnes, up from 45,000 in 2014/15 according to AFFA. This year (2016/17), coffee production declined to around 40,000 tonnes due to prolonged drought. 

The production is expected to increase modestly in the marketing year 2017/2018 due to recovery of farms from the drought conditions, and due to better husbandry practices as farmers respond to improved market prices that prevailed in 2016/17.

Coffee production in Tanzania has stagnated over the years despite the fact that new farms are being established, especially in some rural areas where farmers have opportunities for buying or changing land use. 

The current total number of coffee farmers is 225,947 with 149,318,404 coffee trees and 123,295 hectares. According to Tanzania Coffee Board, the National production for this year (2016/2017) stood at 43,272 tonnes of clean coffee a decline from 59,648 tonnes from the 2015/16 season. 

The production for the 2014/15 marketing year was 41,486. It is, however, expected that the production in the coming season would be better.
In Uganda, the Uganda Coffee Development Authority (UCDA) has embarked on a Census of the coffee farmers, coffee trees and area under production through a pilot in the near Eastern region of Uganda.

The lessons learned will be used as input to a roll out programme for the whole country. It is on record that there are 1,700,000 coffee farmers with 900,000,000 coffee trees under 781,250 hectares of land in Uganda.
The 2016/17 marketing year as per the July 2017 UCDA report, has so far recorded 168,160 tonnes of exported coffee which promises, at the end of the 2016/2017 coffee year to surpass the 228,000 tonnes of the 2015/16 coffee year with part attribution due to improving weather conditions during the period. 

There was low pest load apart from the notorious black coffee twig borer and the red blister disease during the period. 

In 2014/15 coffee year, a total of 207,000 metric tonnes were realized showing an improving Uganda Coffee positioning year on year for the mentioned three-year seasons.

Program Summary:
The coffee program in Solidaridad has over the years been supported by various development partners. 

The current program 2018-2020 dubbed Practice for Change is a multi-country program on 2 main result areas as per Solidaridad Strategic vision: Good practices and Robust Infrastructure.
Expected Outcomes
  1. Increase productivity to 4 kg of cherry per tree (baseline is 2 kg per tree) for smallholder coffee farmers and 6 kg of cherry per tree (baseline is 3 kg per tree) for medium scale farmers as result of GP by 2021.
  2. Increase quality by 25% (premium grades reaching 70% from 45%) as result of GP package by 2021.
  3. 20% increase in income for farmers as result of increased coffee productivity & diversification.
  4. 10% women membership and direct access to knowledge and income from coffee by 2021.
  5. Economic and farming performance data available to farmers, cooperatives and financial institutions through ICT solutions.
  6. Farmers access finance to invest in good practices and/or new technologies.
  7. 1M Euro of blended finance secured from financial institutions or investors to implement in good practices and robust infrastructure by 2021.
  8. Improved governance, efficiency and accountability in coffee cooperatives involved in the project.
Study Methodology: The methodology for this study will include both direct and indirect data collection, analysis and cross referencing and formulating recommendations thematically and as area/site specific. 

The Consultant will finalize the methodology to undertake this study in line with the scope of the assessment, presented and refined with the Sponsor during the inception meeting.
The methodology used during this assessment will overall, include, but not be limited to the following:
a. Review existing relevant secondary information and reports related to the East Africa coffee origin.
b. Review of previous Solidaridad coffee project level documents and reports.
c. Discuss with key Solidaridad staff, partners and key informants at Office and field implementation levels.
d. Carry out field visits in the implementation areas for data collection, observations and triangulation.
e. Hold community level participatory meetings and focused group discussions for data collection and information gathering.
f. Carry out household level survey for data collection through structured questionnaires.
g. Data collection will also entail analysis of climate risks and vulnerability where both secondary data and primary data through qualitative and quantitative methodologies will be done.
h. Special emphasis will be put on women spaces, youth engagement and people with disabilities participation, so as to understand and recommend interventions on issues concerning these interest groups from a gender, youth and people with disability inclusion’s perspective.
i. Use of data from local institutions or organizations.
j. Data analysis and verification of analysed data.

1. Work plan and expression of interest (EOI) for the baseline study, outlining;
a. A detailed methodology for implementation of the study, including proposed sample sizes.
b. Draft data collection tools (The Consultant shall refine proposed standard indicators in reference to the proposed project indicators and the Solidaridad Baseline Guidelines). In addition, a climate vulnerability analysis tool will be required as part of the baseline tool.
c. A detailed timeline for the study
2. Presentation of survey methodology to Solidaridad team in an inception meeting and to incorporate suggestions in final inception report.
3. Draft report of the study for the feedback and comments of Solidaridad and partners involved.
4. Presentation on the main findings of the study for validation involving project teams, and other stakeholders as agreed with project team.
5. A final report in English with a maximum of not more than 40 pages, excluding annexes and consisting both hard and soft (CD ROM/USB) copies, with the following sections:
  • Executive Summary o Introduction
  • Literature review o Methodology
  • Findings of the study. Study information per indicator shall be presented with gender segregated data. A chapter on climate change vulnerability analysis (CVA) will also be required as one of the key aspects of the report.
  • Conclusions and recommendations as per the project’s outcomes, outputs, activities, and indicators
  • Electronic annexes with the site-by-site raw data used for the analysis.
Scope of Work: The assignment will cover Kenya, Uganda and Tanzania. In Kenya, it will cover cooperatives in Kirinyaga, Embu, Kericho and Meru.

In Tanzania, it will cover Kilimanjaro landscape whereas in Uganda it covers eastern and western areas.
Coordination and Cooperation: The Consultant undertaking the study will work with Solidaridad Regional/Country coordination team.
Expert / Consultant’s Profile
Individual Consultants or consultancy firms/companies with verifiable research work in the coffee sector are encouraged to express their interests.
  1. Relevant degree(s) in social sciences or development studies,
  2. Strong experience with and knowledge of qualitative and quantitative research methods and sampling strategies
  3. Experience with in designing and conducting studies using experimental or quasi-experimental techniques. Experience with longitudinal study designs desired.
  4. Statistical analysis skills and strong proficiency with data analysis packages such a
  5. Proven experience in conducting baseline study surveys and evaluations, preferably on coffee industry
  6. Research experience working with coffee farmers is an added advantage
  7. Excellent communication and written skills in English
Application Process

Applications should be submitted by 10/01/2018.

All applicants must meet the minimum requirements described above, those unable to meet the requirement will not be considered. 

Remember that Solidaridad is an equal opportunity employer.

 Each application package should include the following:
  1. A brief proposal for the study with methodology and work plan (not more than 15 pages). The financial proposal should have a budget with breakdowns of different costs involved, to the finer detail. Budget with aggregated figures will not be accepted.
  2. A sample / samples of previous related work.
  3. Updated CVs for lead consultant and team members
  4. Contact details of 3 references with complete contact information.
Consultancy Period: The overall time frame of the assessment will be around 30 working days, which will include inception meetings, finalizing survey methodology, trainings of enumerators, data collection exercise, processing of data analysis, report writing and presenting findings of the survey. 

The team undertaking the study will be fully responsible to administer the study including management of data collection.

All applications should be sent using the contact below in hard copy or Electronic.

Expression of Interest to conduct a Baseline Study: Scaling Investment for Resilience of East Africa Coffee Producers Project

Addressed to:

Stephen Kithuka
Regional Coffee Program Manager
Solidaridad Eastern & Central Africa Expertise Centre
Kilimani Business Centre, Kirichwa Road, 
P.O Box 42234 - 00100 GPO, 

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