Data Consultant

Advertised on behalf of :

Location : CHINA
Application Deadline :17-Jan-20 (Midnight New York, USA)
Type of Contract :Individual Contract
Post Level :National Consultant
Languages Required :
English   Chinese  
Starting Date :
(date when the selected candidate is expected to start)
Duration of Initial Contract :24 months


UNCDF is the UN’s capital investment agency for the world’s least developed countries. It creates new opportunities for poor people and their communities by increasing access to microfinance and investment capital.  UNCDF focuses on Africa and the poorest countries of Asia and the Pacific, with a special commitment to countries emerging from conflict or crisis.  It provides seed capital – grants and loans – and technical support to help microfinance institutions reach more poor households and small businesses, and local governments finance the capital investments – water systems, feeder roads, schools, irrigation schemes – that will improve poor peoples’ lives.

Recently, UNCDF has formulated its strategy ‘Leaving no one behind in the digital era’ based on over a decade of experience in digital finance in Africa, Asia and the Pacific. UNCDF recognizes that reaching the full potential of digital financial inclusion in support of the Sustainable Development Goals aligns with the vision of promoting digital economies that leave no one behind. The vision of UNCDF is to empower millions of people by 2024 to use services daily that leverage innovation and technology and contribute to the Sustainable Development Goals. Please refer to the link for further information:

The Chinese government has always attached great importance to the construction of inclusive digital economies that is built on the foundations of a financial system which is inclusive and acts as an important policy tool for poverty eradication and achieving resilience and prosperity for people at large. China has had many useful experiences in the process of building inclusive digital economy, especially in the field of digital inclusive finance, mobile payments and Internet based credit.

In China, UNCDF started operating in May 2019 to combine its expertise and know-out in the development of financial solutions for low and moderate-income people with the rich experience of Chinese institutions in the digital economy. The Chinese economy and the digital eco-system have been on a growth path and has set lessons for most of the other markets of the world on how digital eco-systems could be developed. With some of the fundamental elements that are available in the market, the UNCDF work is focused on driving innovations leveraging the infrastructure of payments, data, etc. In 2020 and 2021, UNCDF aims to invest in building new innovative partnerships that could help achieve the objectives of innovations in the space of financial health.

UNCDF requires the advisory services of a Data Consultant to:

  1. Set up UNCDF’s data collection system for partner interventions in country.
  2. Conduct research on thematic topics relevant to UNCDF’s country learning agenda.

Duties and Responsibilities

Under the supervision of the Research and Results Measurement Analyst (RRM Analyst) and Technical Specialist, the Data Consultant will:

  1. Set up UNCDF’s data collection system for partner interventions in country:
  • Develop a data system that tracks aggregated programme results. 
  • Design partner monitoring tools and train partners in data collection and reporting.
  • Analyse project and programme performance and extract relevant findings for strategic decision-making.

     2. Conduct research on thematic topics relevant to UNCDF’s country learning agenda:

  • Identify secondary datasets and research relevant to the implementation of the programme and develop and update the country evidence base.
  • Conduct analysis of secondary sources on digital financial services uptake and usage to identify to programme priorities and inform market engagements.
  • Conduct thematic research on financial health and the digital economy using primary and secondary data sources.

The table below shows the detailed activities and deliverables and indicative timeline and estimated efforts.




Estimated effort (days)


Identify secondary datasets and research relevant to the implementation of the programme, and develop and manage the country evidence base (e.g. WDI, Findex)

Updated country evidence base



Month 1 - 4

Develop data system that tracks aggregated programme results 

Programme data collection plan
Programme data repository/dashboard



Month 1 - 4

Conduct analysis of secondary data sources on DFS uptake and usage to identify to programme priorities and inform market engagements. This includes gender-, age group-, country- and thematic-specific analysis (e.g. agriculture, MSME, energy)

Report outlining the problem statements and trends in the DFS eco-system



Month 1 - 4

Conduct research on financial health using quantitative and qualitative research methods

Research methodology and tools
Research report



Month 4-5

Support partners to identify critical Key Performance Indicators (KPIs) and drive analysis and understanding of customer behavior

Training tools
Training report including recommendations



Month 3 - 6

Conduct research on the state of the inclusive digital economy using primary and secondary data sources

Research methodology and tools
State of Digital Economy Report China 2020



Month 3 - 6

Update the country evidence base

Updated country evidence base



Month 12

Design project specific monitoring tools including project KPIs, a data collection plan and reporting templates

Monitoring tools for 6 projects



Month 6 - 24

Ensure quarterly reporting of UNCDF partner institutions on KPIs and project logs, and conduct data analysis to extract relevant findings for strategic decision-making on project level

Updated project workbook for all active projects
Progress report with key insights and learnings



Month 6 - 24

Update data system that tracks aggregated programme results and conduct data analysis to extract relevant findings for strategic decision-making on programme level

Updated programme data repository/dashboard



Month 6 - 24

Contribute to communication material to share analysis findings, including data visualizations

Contributions to 6 UNCDF publications



Month 6 - 24

Conduct research on the state of the inclusive digital economy using primary and secondary data sources

Research methodology and tools
State of Digital Economy Report China 2021



Month 15 - 18

Support the evaluation of projects

6 completed project evaluations (mid or end line)



Month 12 - 24







  • Excellent organizational, inter-personal and communication skills;
  • Able to work effectively in a team and in an international environment;
  • Excellent skills in data analysis.

Required Skills and Experience


A Bachelor’s degree in economics, statistics, public/business administration, social sciences, technology or related discipline. A Master’s degree in the same is preferable but not mandatory.


  • At least 1 year of experience in conducting data analysis to inform strategic decision making in the public or private sector is mandatory;
  • At least 1 year of relevant work experience in China is mandatory;
  • Experience with data analysis and/or data visualization tools is preferable but not mandatory;
  • Experience in conducting socioeconomic research is preferable but not mandatory;
  • Experience in innovation and technology for inclusive finance is preferable but not mandatory.


  • Written and spoken fluency in English and Mandarin is required.

Timeline, duration of assignment, duty station and expected places of travel:

  • Timeline: March 2020 - February 2022
  • China, home-based with local travel
  • Total Number of Working Days for Assignment: Max of 395 working days within 24 months

Standard travel costs and living expenses:

Home-based with internal travel as requested by UNCDF. Travel will be processed according to UNCDF Policies.

Progress Controls & Payments:

Payment will be made against satisfactorily completion of each deliverable. All payments shall be disbursed only upon written confirmation of acceptance of the outputs which and authorization for payment by the Research and Results Measurement Analyst (RRM Analyst). Disbursement of the final payment shall require a signed performance evaluation of the consultant.

The payment schedule will be as follows:



Payment %

Month 1

Workplan approved


Month 4

Progress report 1 approved


Month 8

Progress report 2 approved


Month 12

Progress report 3 approved


Month 16

Progress report 4 approved


Month 20

Progress report 5 approved


Month 24

Final progress report approved






Interested individuals must submit the following as proposals in order to demonstrate their qualifications: (NOTE: the system does not allow multiple uploads of document. Applicants must make sure to upload all documents in one PDF file).

All applications must contain the following information:

Incomplete applications will not be considered. Please make sure you have provided all requested materials.

Please note that UNCDF cannot guarantee residence permits or visas for consultants. Consultants are responsible for securing their work documentation. In the case of national consultants, applicants that are not nationals of the duty station requested will have to prove their residence status. 


Individual consultants will be evaluated based on the following methodology:

  • Preliminary Evaluation - Step I: Screening;
  • Technical Evaluation Weight - 70% x (Step II: 20 Points + Step III: 30 Points + Step IV: 50 Points = 100 Points);
  • Financial Evaluation Weight - 30% = Step IV.

Step I: Screening

Applications will be screened and only applicants meeting the mandatory criteria (listed under education and experience) will progress to the pool for shortlisting.

Step II: Desk Review – 20 points

UNCDF will conduct a desk review to produce a shortlist of candidates and technically evaluate the candidates. Only candidates that obtained 80% of the points at this stage shall be invited for the next step.

Shortlisting scoring:

20%- Education/Qualification;

50%- Mandatory Experience.

30%- Preferred Experience.

Step III: Written test – 30 points

A written test will be administered to the top 4 shortlisted candidates. The test will be scored with pass/fail, the minimum score to pass being 70%.

Step IV: Interview – 50 points

A competency-based interview shall be conducted for all the candidates who passed the written test.

Only candidates obtaining a minimum of 70% on the total of Steps II (20 points) + III (30 points) + IV (50 points) will be considered as technically qualified and will be reviewed further for financial evaluation.

Step V: Financial Evaluation

The following formula will be used to evaluate financial proposal:

Lowest priced proposal/price of the proposal being evaluated x 30%.

 Award Criteria

The contact shall be awarded to the applicant whose offer have been evaluated and determined as: Responsive/compliant/acceptable; and having received the highest combined weight technical (desk review, written test and interview) 70% + financial 30% = 100%.

Both individual consultants and individual employed by a company or institution are welcome to apply. 

Any individual employed by a company or institution who would like to submit an offer in response to a Procurement Notice for IC must do so in their individual capacity (providing a CV so that their qualifications may be judged accordingly).

Women candidates or women-owned businesses are strongly encouraged to apply.

UNDP is committed to achieving workforce diversity in terms of gender, nationality and culture. Individuals from minority groups, indigenous groups and persons with disabilities are equally encouraged to apply. All applications will be treated with the strictest confidence.

UNDP does not tolerate sexual exploitation and abuse, any kind of harassment, including sexual harassment, and discrimination. All selected candidates will, therefore, undergo rigorous reference and background checks.

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© 2016 United Nations Development Programme