e-CAPH  |  PAF-GSE KADUNA PROJECT

TERMS OF REFERENCE (ToR)

Consultancy for Kaduna State Girls’ Education Financing and Budget Gap Analysis, Development of a Costed Advocacy Agenda and Investment Case

1. Background and rationale

The PAF-GSE Kaduna Project seeks to translate policy commitments into meaningful secondary education opportunities for girls, particularly those facing poverty, early marriage, adolescent pregnancy, disability-related exclusion and other barriers to accessing or completing education. Evidence is required to assess whether budget commitments translate into adequate allocations, timely releases, effective spending and services reaching underserved girls.

e-CAPH will conduct one Kaduna State girls’ education financing and budget gap analysis using state budget documents, LGA budget performance evidence, Community Development Charter (CDC) priorities and community evidence from six LGAs. The findings will inform one costed advocacy agenda and investment case.

2. Purpose

Generate credible, actionable and gender-responsive evidence on girls’ education financing in Kaduna State; identify priority funding and implementation gaps; and develop a practical, costed advocacy agenda and investment case grounded in evidence from the six target LGAs.

3. Specific objectives

• Analyse approved state education budgets, implementation reports and actual expenditure for an agreed three-year period, with attention to girls’ secondary education.
• Examine available LGA budget performance evidence and relevant education financing arrangements in the six target LGAs.
• Identify differences between allocations, releases, expenditure, documented needs and implementation of relevant girls’ education policies.
• Review CDC priorities and collect complementary community evidence, including perspectives of married adolescents, young mothers, out-of-school girls and girls with disabilities.
• Assess financing and implementation arrangements for retention, safe learning environments, re-entry and second-chance education.
• Produce one evidence-based, costed advocacy agenda and investment case with priorities, indicative costs, responsible institutions and measurable commitments.

4. Scope of work: 4.1 State budget and expenditure analysis

Review available appropriation laws, education budgets, budget implementation reports, financial statements, sector plans and policies. Analyse trends, recurrent and capital expenditure, budget credibility, execution rates and gender-responsive interventions. Distinguish identifiable girls’ education allocations from wider education spending.

4.2 LGA performance analysis

Examine available budget and expenditure evidence for Igabi, Chikun, Kagarko, Jama’a, Kubau and Soba, including state-funded interventions delivered in these LGAs. Distinguish LGA-controlled funds from state and other funding sources to prevent double-counting.

4.3 CDC and community evidence

Review existing CDC priorities and project-generated evidence; consult girls, young mothers, community representatives, education stakeholders and duty-bearers. Use accessible, age-appropriate and safeguarding-compliant approaches.

4.4 Financing gap estimates

Estimate resources needed to address documented priorities. Separate current budget shortfalls, expenditure or implementation gaps and additional investment needs. Disclose costing assumptions, source data and uncertainties.

4.5 Advocacy agenda and investment case

Develop practical priorities with unit costs, financing options, budget entry points, responsible institutions, timeframes and monitoring indicators. Support projected benefits with explicit evidence and assumptions.

5. Methodology

Apply a mixed-methods approach comprising an inception meeting, systematic document review, quantitative budget analysis, targeted key informant interviews, participatory community consultations in all six LGAs, triangulation and a validation meeting. Prepare a data-request matrix and clearly document unavailable records, inconsistent classifications and limitations. Disaggregate findings wherever reliable and safe. Use informed consent and assent as appropriate, confidentiality, data minimisation and safe referral procedures for engagement involving minors.

6. Deliverables and four-week deadlines

The consultant will submit editable versions of the final report, datasets, calculations, presentation and advocacy package. The compressed four-week schedule requires early access to budget documents and parallel desk review and field consultations.

7. Four-week implementation plan

8. Qualifications and experience

• Advanced degree in economics, public finance, education policy, development studies, public administration or a related field.
• At least five years’ relevant experience in public expenditure analysis, education financing, budget tracking or public financial management.
• Demonstrated gender-responsive budgeting, education policy analysis and costed advocacy or investment case experience.
• Knowledge of Nigerian state and local education financing arrangements and experience with participatory research involving adolescents.
• Strong quantitative analysis, stakeholder facilitation, safeguarding and technical report-writing skills. Kaduna State and CDC experience are assets.

9. Coordination and reporting

The consultant reports to the PAF-GSE Project Coordinator. The Education Financing Officer coordinates technical inputs, government document requests and review of the financial analysis. The MEAL and Safeguarding Focal Persons support data quality, research ethics and participant protection. e-CAPH will facilitate appropriate stakeholder introductions; the consultant remains responsible for transparent and independent analysis.

10. Quality assurance and acceptance

• Traceable figures linked to source documents and fiscal years; reproducible calculations.
• Clear separation of allocations, releases, actual expenditure and estimated additional needs.
• Evidence from all six LGAs, with explicit documentation of unavailable records and analytical limitations.
• Documented integration of CDC priorities and safely collected community evidence.
• Transparent costing assumptions, financing options, institutional responsibilities and monitoring indicators.
• Compliance with e-CAPH safeguarding, confidentiality and data-protection requirements.

11. Financial proposal and payment

Applicants should submit separate technical and itemised financial proposals covering professional fees, fieldwork, travel, data processing, validation, reporting and applicable taxes. The consultancy budget ceiling will be confirmed against the approved project budget. Suggested payments: 20% on approval of inception report; 40% on acceptance of the draft report and workbook; 40% on approval of all final deliverables.

12. Ownership, confidentiality and safeguarding

All commissioned tools, datasets, reports and outputs will be submitted to e-CAPH subject to contract terms and third-party rights. The consultant may not publish findings or disclose restricted information without authorisation. Engagement with adolescents must be voluntary and appropriately consented, and no participant should be required to disclose sensitive personal experiences.

13. Application requirements

Applicants should submit a technical proposal with methodology, team and four-week workplan; an itemised financial proposal; relevant CVs or organisational profile; and examples of comparable assignments. Selection will follow approved e-CAPH procurement criteria.

14. Expected use of findings

The final analysis, costed advocacy agenda and investment case will inform Activity 1.1 and subsequent project engagement with Kaduna State institutions, six target LGAs, community stakeholders, civil society and development partners. They will also provide an evidence base for tracking subsequent financing commitments and responses to community-identified girls’ education priorities.

Submit to procurement@e-caph.org on or before Wednesday September 30th, 2026