REOI · چندکشوری

TA-6532 REG: Promoting Digital Finance Solutions for Inclusive Finance Among Partner Financial Institutions - Senior Gender & Finance Specialist (E-054250-001)

A source-backed decision brief. The official notice and its addenda remain authoritative.

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Submission deadline
Country
چندکشوری
Employer
دستگاه اجرایی پروژه تأمین‌مالی‌شده توسط ADB
Notice reference
E-054250-001

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Project objective and employer selection criteria

Official notice · High confidence

1. Project objective

Objective and Purpose of the Assignment

1.

The Asian Development Bank’s (ADB) Private Sector Operations Department is supporting Fuse Financing,

Inc. (Fuse), a financial institution partner in the Philippines, through technical assistance (TA).

The

TA aims to empower women entrepreneurs and borrowers in the Philippines – particularly those who are at

the bottom of pyramid, currently unbanked or underbanked with limited access to finance due to

structural barriers including a lack of credit history or collateral.

By leveraging GCash’s innovative

digital platform, the TA will improve women users’ financial literacy and management skills, fostering

financial and business acumen, thereby enabling more informed economic and/or business decisions.

GCash’

s platform, an already very popular fintech solution in the country, offers a promising opportunity that

will reach an even wider audience, supporting increased access to finance among women borrowers as well

as sustainable growth in women-led businesses.

2.

The Senior Gender Finance International Expert to be procured as resource person (RP) will report to

the TA Lead from ADB’s Climate Change and Gender Equality Division (CCGE) and will be responsible for

applying quality assurance for all tasks under the assignment which are expected to be carried out by a

national consultant in tandem with a lead international consultant, in coordination with Fuse.

Scope of Work

3.

The expert will support CCGE and the consultants by providing technical expertise during the launch

of the research of the assignment with Fuse and supervising stakeholder engagement activities.

Detailed Tasks and/or Expected Output

4.

Key Tasks and/or Expected Output:

i.

Gender Assessment of Digital Finance Model: The RP will oversee the launch and progress of the

assessment, supervise and ensure quality of drafted insights emerging from the assessment, with

particular attention to the following activities:

ii.

Focus Group Discussions (FGDs) with women entrepreneurs to examine gaps in financial literacy and

basic business management knowledge among current and potential women borrowers

iii.

Assessment of sex-disaggregated data (SDD) of Fuse’s clients and analysis of insights from

interviews and FGDs with women entrepreneurs which includes financial, business, and digital finance

needs and how Fuse’s current customer value proposition addresses these needs and where it could be

adjusted.

iv.

Review of Fuse’s existing financial offerings and their alignment with women’s business conditions

and needs and identification of areas where Fuse could strengthen its operational approach with women

entrepreneurs in terms of financial and non-financial offering to help them consolidate and expand their

businesses

v.

In-depth interviews with Fuse’s relevant departments’ personnel, GCash’s IT team, heads of local nongovernment organizations (NGOs) (to be identified in consultation with Fuse) to identify ways in which

Fuse can better track SDD to gauge the impact of lending on women-owned micro, small, and medium-sized

enterprises (WMSMEs) consolidation and growth, through leveraging FinTech capabilities.

vi.

Consultations with regulatory institutions such as the Bangko Sentral ng Pilipinas and the

Securities and Exchange Commission of the Philippines to assess alignment with national financial

inclusion priorities, as well as to identify areas for SDD improvement.

Minimum Qualification Requirements

5.

The expert shall have the following qualifications:

i.

More than 15 years of relevant experience in digital finance MSME focused gender finance research and

designing tailored customer value propositions for WMSMEs

ii.

Extensive experience in development of training contents in the financial sector for WMSME finance

segments

iii.

Operational experience at a bank and/or non-bank financial institution, with a focus on MSME/

business finance

iv.

Strong research and cross-referencing skills for developing and reviewing curriculum materials

v.

Proven ability deploying and overseeing training activities

vi.

Track record in coordinating teams and activities to ensure high quality of work under pressured and

deadline-driven circumstances

vii.

Comfortable engaging with a financial institution across different levels and nationalities within

the organization and with stakeholders outside of ADB

viii.

Outstanding written and spoken English

ix.

A strong leader and team player;

collaborative approach to working

x.

Excellent instructional, presentation, facilitation and client orientation skill

xi.

Highly organized and meticulous attention to detail

xii.

Adaptable and comfortable with ambiguity

xiii.

Understanding of ADB's organizational structure preferred

xiv.

Experience working with ADB developing member countries is preferred

xv.

Expert working within Asia time zone is preferred

Minimum General Experience 10

Years

Minimum Specific Experience (relevant to assignment) 10

Years

Regional/Country Experience Required

Desired

Not Required

Deliverables

Details Name Type Estimated Submission Date

Pre-mission technical review and inputs Others 06-Nov-2026

Post-mission assessment report Report 11-Dec-2026

Final technical report Final Report 29-Jan-2027

Schedule and Places of Assignment (chronological and inclusive of travel)

Schedule Type Continuous

Intermittent

Max.

Working Days/Week Home Office 5

Field 6

City and Country Working Days Estimated Start Date Estimated End Date Other Details (use if place selected is Others)

Home Office, Other Search and Select: Place

1 03-Nov-2026 30-Nov-2026

Manila, Philippines Search and Select: Place

5 01-Dec-2026 18-Dec-2026

Davao, Philippines Search and Select: Place

3 19-Dec-2026 31-Dec-2026

Home Office, Other Search and Select: Place

1 01-Jan-2027 29-Jan-2027

Total

10

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Scope of services

3. The expert will support CCGE and the consultants by providing technical expertise during the launch of the research of the assignment with Fuse and supervising stakeholder engagement activities. Detailed Tasks and/or Expected Output 4. Key Tasks and/or Expected Output: i. Gender Assessment of Digital Finance Model: The RP will oversee the launch and progress of the assessment, supervise and ensure quality of drafted insights emerging from the assessment, with particular attention to the following activities: ii. Focus Group Discussions (FGDs) with women entrepreneurs to examine gaps in financial literacy and basic business management knowledge among current and potential women borrowers iii. Assessment of sex-disaggregated data (SDD) of Fuse’s clients and analysis of insights from interviews and FGDs with women entrepreneurs which includes financial, business, and digital finance needs and how Fuse’s current customer value proposition addresses these needs and where it could be adjusted. iv. Review of Fuse’s existing financial offerings and their alignment with women’s business conditions and needs and identification of areas where Fuse could strengthen its operational approach with women entrepreneurs in terms of financial and non-financial offering to help them consolidate and expand their businesses v. In-depth interviews with Fuse’s relevant departments’ personnel, GCash’s IT team, heads of local nongovernment organizations (NGOs) (to be identified in consultation with Fuse) to identify ways in which Fuse can better track SDD to gauge the impact of lending on women-owned micro, small, and medium-sized enterprises (WMSMEs) consolidation and growth, through leveraging FinTech capabilities. vi. Consultations with regulatory institutions such as the Bangko Sentral ng Pilipinas and the Securities and Exchange Commission of the Philippines to assess alignment with national financial inclusion priorities, as well as to identify areas for SDD improvement. Minimum Qualification Requirements 5. The expert shall have the following qualifications: i. More than 15 years of relevant experience in digital finance MSME focused gender finance research and designing tailored customer value propositions for WMSMEs ii. Extensive experience in development of training contents in the financial sector for WMSME finance segments iii. Operational experience at a bank and/or non-bank financial institution, with a focus on MSME/ business finance iv. Strong research and cross-referencing skills for developing and reviewing curriculum materials v. Proven ability deploying and overseeing training activities vi. Track record in coordinating teams and activities to ensure high quality of work under pressured and deadline-driven circumstances vii. Comfortable engaging with a financial institution across different levels and nationalities within the organization and with stakeholders outside of ADB viii. Outstanding written and spoken English ix. A strong leader and team player; collaborative approach to working x. Excellent instructional, presentation, facilitation and client orientation skill xi. Highly organized and meticulous attention to detail xii. Adaptable and comfortable with ambiguity xiii. Understanding of ADB's organizational structure preferred xiv. Experience working with ADB developing member countries is preferred xv. Expert working within Asia time zone is preferred Minimum General Experience 10 Years Minimum Specific Experience (relevant to assignment) 10 Years Regional/Country Experience Required Desired Not Required Deliverables Details Name Type Estimated Submission Date Pre-mission technical review and inputs Others 06-Nov-2026 Post-mission assessment report Report 11-Dec-2026 Final technical report Final Report 29-Jan-2027 Schedule and Places of Assignment (chronological and inclusive of travel) Schedule Type Continuous Intermittent Max. Working Days/Week Home Office 5 Field 6 City and Country Working Days Estimated Start Date Estimated End Date Other Details (use if place selected is Others) Home Office, Other Search and Select: Place 1 03-Nov-2026 30-Nov-2026 Manila, Philippines Search and Select: Place 5 01-Dec-2026 18-Dec-2026 Davao, Philippines Search and Select: Place 3 19-Dec-2026 31-Dec-2026 Home Office, Other Search and Select: Place 1 01-Jan-2027 29-Jan-2027 Total 10 Export to PDF Export to PDF Copyright (c) 1998, 2023, Oracle and/or its affiliates. All rights reserved. Copyright (c) 1998, 2023, Oracle and/or its affiliates. All rights reserved. Pick a Date Loading... Loading...

Exact source section
3. The expert will support CCGE and the consultants by providing technical expertise during the launch of the research of the assignment with Fuse and supervising stakeholder engagement activities. Detailed Tasks and/or Expected Output 4. Key Tasks and/or Expected Output: i. Gender Assessment of Digital Finance Model: The RP will oversee the launch and progress of the assessment, supervise and ensure quality of drafted insights emerging from the assessment, with particular attention to the following activities: ii. Focus Group Discussions (FGDs) with women entrepreneurs to examine gaps in financial literacy and basic business management knowledge among current and potential women borrowers iii. Assessment of sex-disaggregated data (SDD) of Fuse’s clients and analysis of insights from interviews and FGDs with women entrepreneurs which includes financial, business, and digital finance needs and how Fuse’s current customer value proposition addresses these needs and where it could be adjusted. iv. Review of Fuse’s existing financial offerings and their alignment with women’s business conditions and needs and identification of areas where Fuse could strengthen its operational approach with women entrepreneurs in terms of financial and non-financial offering to help them consolidate and expand their businesses v. In-depth interviews with Fuse’s relevant departments’ personnel, GCash’s IT team, heads of local nongovernment organizations (NGOs) (to be identified in consultation with Fuse) to identify ways in which Fuse can better track SDD to gauge the impact of lending on women-owned micro, small, and medium-sized enterprises (WMSMEs) consolidation and growth, through leveraging FinTech capabilities. vi. Consultations with regulatory institutions such as the Bangko Sentral ng Pilipinas and the Securities and Exchange Commission of the Philippines to assess alignment with national financial inclusion priorities, as well as to identify areas for SDD improvement. Minimum Qualification Requirements 5. The expert shall have the following qualifications: i. More than 15 years of relevant experience in digital finance MSME focused gender finance research and designing tailored customer value propositions for WMSMEs ii. Extensive experience in development of training contents in the financial sector for WMSME finance segments iii. Operational experience at a bank and/or non-bank financial institution, with a focus on MSME/ business finance iv. Strong research and cross-referencing skills for developing and reviewing curriculum materials v. Proven ability deploying and overseeing training activities vi. Track record in coordinating teams and activities to ensure high quality of work under pressured and deadline-driven circumstances vii. Comfortable engaging with a financial institution across different levels and nationalities within the organization and with stakeholders outside of ADB viii. Outstanding written and spoken English ix. A strong leader and team player; collaborative approach to working x. Excellent instructional, presentation, facilitation and client orientation skill xi. Highly organized and meticulous attention to detail xii. Adaptable and comfortable with ambiguity xiii. Understanding of ADB's organizational structure preferred xiv. Experience working with ADB developing member countries is preferred xv. Expert working within Asia time zone is preferred Minimum General Experience 10 Years Minimum Specific Experience (relevant to assignment) 10 Years Regional/Country Experience Required Desired Not Required Deliverables Details Name Type Estimated Submission Date Pre-mission technical review and inputs Others 06-Nov-2026 Post-mission assessment report Report 11-Dec-2026 Final technical report Final Report 29-Jan-2027 Schedule and Places of Assignment (chronological and inclusive of travel) Schedule Type Continuous Intermittent Max. Working Days/Week Home Office 5 Field 6 City and Country Working Days Estimated Start Date Estimated End Date Other Details (use if place selected is Others) Home Office, Other Search and Select: Place 1 03-Nov-2026 30-Nov-2026 Manila, Philippines Search and Select: Place 5 01-Dec-2026 18-Dec-2026 Davao, Philippines Search and Select: Place 3 19-Dec-2026 31-Dec-2026 Home Office, Other Search and Select: Place 1 01-Jan-2027 29-Jan-2027 Total 10 Export to PDF Export to PDF Copyright (c) 1998, 2023, Oracle and/or its affiliates. All rights reserved. Copyright (c) 1998, 2023, Oracle and/or its affiliates. All rights reserved. Pick a Date Loading... Loading...
Important stated figures and their meaning
Stated service / contract estimate or feeUSD 15,000
Source / meaning
Consulting Services Budget USD 15,000
سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — official notice / tender document
Required experience15 years
Source / meaning
More than 15 years of relevant experience in digital finance MSME focused gender finance research and
سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — official notice / tender document

Extraction covers only the accessible source. Linked TORs and later addenda are not verified unless their text has been retrieved; a missing field never means no requirement.

2

Shortlisting / qualification criteria

Qualification criteria reviewed. Check the latest tender documents before submission.
1

A — Organizational experience and structure

  • iii. Operational experience at a bank and/or non-bank financial institution, with a focus on MSME/ business finance

    Shortlisting stage
  • iv. Strong research and cross-referencing skills for developing and reviewing curriculum materials

    Shortlisting stage
  • v. Proven ability deploying and overseeing training activities

    Shortlisting stage
  • vi. Track record in coordinating teams and activities to ensure high quality of work under pressured and deadline-driven circumstances

    Shortlisting stage
  • vii. Comfortable engaging with a financial institution across different levels and nationalities within the organization and with stakeholders outside of ADB

    Shortlisting stage
  • viii. Outstanding written and spoken English

    Shortlisting stage
  • ix. A strong leader and team player; collaborative approach to working

    Shortlisting stage
  • x. Excellent instructional, presentation, facilitation and client orientation skill

    Shortlisting stage
  • xi. Highly organized and meticulous attention to detail

    Shortlisting stage
  • xii. Adaptable and comfortable with ambiguity

    Shortlisting stage
  • xiii. Understanding of ADB's organizational structure preferred

    Shortlisting stage
  • xv. Expert working within Asia time zone is preferred Minimum General Experience 10 Years Minimum Specific Experience (relevant to assignment) 10 Years Regional/Country Experience Required Desired Not Required Deliverables Details Name Type Estimated Submission Date Pre-mission technical review and inputs Others 06-Nov-2026 Post-mission assessment report Report 11-Dec-2026 Final technical report Final Report 29-Jan-2027 Schedule and Places of Assignment (chronological and inclusive of travel) Schedule Type Continuous Intermittent Max. Working Days/Week Home Office 5 Field 6 City and Country Working Days Estimated Start Date Estimated End Date Other Details (use if place selected is Others) Home Office, Other Search and Select: Place 1 03-Nov-2026 30-Nov-2026 Manila, Philippines Search and Select: Place 5 01-Dec-2026 18-Dec-2026 Davao, Philippines Search and Select: Place 3 19-Dec-2026 31-Dec-2026 Home Office, Other Search and Select: Place 1 01-Jan-2027 29-Jan-2027 Total 10 Export to PDF Export to PDF Copyright (c) 1998, 2023, Oracle and/or its affiliates. All rights reserved. Copyright (c) 1998, 2023, Oracle and/or its affiliates. All rights reserved.

    Shortlisting stage
Source clauses for this group
  1. iii. Operational experience at a bank and/or non-bank financial institution, with a focus on MSME/ business finance
    Shortlisting stage · سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — shortlisting / qualification criteria
  2. iv. Strong research and cross-referencing skills for developing and reviewing curriculum materials
    Shortlisting stage · سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — shortlisting / qualification criteria
  3. v. Proven ability deploying and overseeing training activities
    Shortlisting stage · سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — shortlisting / qualification criteria
  4. vi. Track record in coordinating teams and activities to ensure high quality of work under pressured and deadline-driven circumstances
    Shortlisting stage · سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — shortlisting / qualification criteria
  5. vii. Comfortable engaging with a financial institution across different levels and nationalities within the organization and with stakeholders outside of ADB
    Shortlisting stage · سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — shortlisting / qualification criteria
  6. viii. Outstanding written and spoken English
    Shortlisting stage · سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — shortlisting / qualification criteria
  7. ix. A strong leader and team player; collaborative approach to working
    Shortlisting stage · سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — shortlisting / qualification criteria
  8. x. Excellent instructional, presentation, facilitation and client orientation skill
    Shortlisting stage · سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — shortlisting / qualification criteria
  9. xi. Highly organized and meticulous attention to detail
    Shortlisting stage · سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — shortlisting / qualification criteria
  10. xii. Adaptable and comfortable with ambiguity
    Shortlisting stage · سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — shortlisting / qualification criteria
  11. xiii. Understanding of ADB's organizational structure preferred
    Shortlisting stage · سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — shortlisting / qualification criteria
  12. xv. Expert working within Asia time zone is preferred Minimum General Experience 10 Years Minimum Specific Experience (relevant to assignment) 10 Years Regional/Country Experience Required Desired Not Required Deliverables Details Name Type Estimated Submission Date Pre-mission technical review and inputs Others 06-Nov-2026 Post-mission assessment report Report 11-Dec-2026 Final technical report Final Report 29-Jan-2027 Schedule and Places of Assignment (chronological and inclusive of travel) Schedule Type Continuous Intermittent Max. Working Days/Week Home Office 5 Field 6 City and Country Working Days Estimated Start Date Estimated End Date Other Details (use if place selected is Others) Home Office, Other Search and Select: Place 1 03-Nov-2026 30-Nov-2026 Manila, Philippines Search and Select: Place 5 01-Dec-2026 18-Dec-2026 Davao, Philippines Search and Select: Place 3 19-Dec-2026 31-Dec-2026 Home Office, Other Search and Select: Place 1 01-Jan-2027 29-Jan-2027 Total 10 Export to PDF Export to PDF Copyright (c) 1998, 2023, Oracle and/or its affiliates. All rights reserved. Copyright (c) 1998, 2023, Oracle and/or its affiliates. All rights reserved.
    Shortlisting stage · سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — shortlisting / qualification criteria
3

C — Similar assignments

  • i. More than 15 years of relevant experience in digital finance MSME focused gender finance research and designing tailored customer value propositions for WMSMEs

    Shortlisting stage
  • ii. Extensive experience in development of training contents in the financial sector for WMSME finance segments

    Shortlisting stage
  • xiv. Experience working with ADB developing member countries is preferred

    Shortlisting stage
  • xv. Expert working within Asia time zone is preferred Minimum General Experience 10 Years Minimum Specific Experience (relevant to assignment) 10 Years Regional/Country Experience Required Desired Not Required Deliverables Details Name Type Estimated Submission Date Pre-mission technical review and inputs Others 06-Nov-2026 Post-mission assessment report Report 11-Dec-2026 Final technical report Final Report 29-Jan-2027 Schedule and Places of Assignment (chronological and inclusive of travel) Schedule Type Continuous Intermittent Max.

    Shortlisting stage
Source clauses for this group
  1. i. More than 15 years of relevant experience in digital finance MSME focused gender finance research and designing tailored customer value propositions for WMSMEs
    Shortlisting stage · سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — shortlisting / qualification criteria
  2. ii. Extensive experience in development of training contents in the financial sector for WMSME finance segments
    Shortlisting stage · سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — shortlisting / qualification criteria
  3. xiv. Experience working with ADB developing member countries is preferred
    Shortlisting stage · سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — shortlisting / qualification criteria
  4. xv. Expert working within Asia time zone is preferred Minimum General Experience 10 Years Minimum Specific Experience (relevant to assignment) 10 Years Regional/Country Experience Required Desired Not Required Deliverables Details Name Type Estimated Submission Date Pre-mission technical review and inputs Others 06-Nov-2026 Post-mission assessment report Report 11-Dec-2026 Final technical report Final Report 29-Jan-2027 Schedule and Places of Assignment (chronological and inclusive of travel) Schedule Type Continuous Intermittent Max.
    Shortlisting stage · سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — shortlisting / qualification criteria

D — Key personnel

Shortlisting stage

5. The expert shall have the following qualifications:

Shortlisting stage: For some personnel requirements at this stage, the available evidence does not explicitly state whether CV submission is required.

Source clauses for this group
  1. 5. The expert shall have the following qualifications:
    Shortlisting stage · سامانه رسمی فرصت‌های مشاوره‌ای ADB (CMS/CSRN) — shortlisting / qualification criteria

Unstated means “not found in the official text currently available to FANAB”, not “not required”. Always verify the complete notice, TOR and addenda.