RFP for Advanced Microsoft Excel and Power Bi Training for SNV Staff tender at SNV

1. About SNV

SNV is a global development partner rooted in the African and Asian countries where we operate. With 60 years of experience and a team of approximately 1,600 people, it is our mission to strengthen capacities and catalyse partnerships that transform the agri-food, energy, and water systems to enable sustainable and more equitable lives for all.

2. Background and Objectives of the Assignment

The Youth Entrepreneurship in Agriculture in Rwanda (YEA-R) program is a multi-year

initiative aiming to create dignified and equitable work opportunities for 40,000 young women, men, and persons with disabilities. The YEA-R program seeks to make sustainable impact in Rwanda by enhancing the capacity of the YEA-R program Rwandan based-partners to lead this work in the future. Therefore, the Program includes capacity strengthening and co-creation

processes with the partners. YEA-R will transfer relevant knowledge, resources, and

responsibilities to partners over time to support the implementation of the program. The more the capacity of the partners increases, the more resources allocated to them for the implementation of the program and the role of the lead partners remains to oversight. The Program’s capacity

strengthening initiatives entail the institutional capacity building for compliance on funds utilization, meeting M&E and impact requirements, reporting requirement etc

The SNV YEA-R team used a three-pronged approach for the Partner Capacity Assessment which included:

• Policy, procedure, and organizational governance document review
• Partner self-assessment
• On-site key informant discussions

Across all partners several common and gaps were observed including data analysis and reporting in the program

To ensure effective data analysis, SNV Rwanda is seeking an experienced individual or company specializing in data analytics and business intelligence. The expert should have extensive

Knowledge of Excel automation, Power BI reporting, and data visualization are best practices. The assignment involves conducting advanced Microsoft Excel and Power BI training and issuing certificates of completion.

The training aims to enhance participants’ proficiency in advanced Excel and Power BI, focusing on data analysis and reporting skills. The overarching goal is to equip participants with strong capabilities that will enhance their performance and drive positive transformations in their

respective roles and responsibilities.

3. Goal and objectives

• Enhance participants’ ability to manipulate, clean, and analyze large datasets using advanced Excel functions.
• Train participants in automating repetitive tasks and improving efficiency using Excel Macros and VBA.
• Enable participants to create dynamic dashboards and reports using Power BI;
• Develop participants’ ability to integrate Excel with Power Bi for seamless data analysis and visualization

4. Scope of work, Objectives and deliverables

The overall objective of the scoping study is to identify key opportunities and challenges regarding regenerative and circular agriculture in Rwanda and provide recommendations on priority interventions to inform to inform the decision-making of specific objectives are:

4.1. Advanced Excel

4.1.1. Advanced Formulas and Functions

• logical functions (IF, IFS, AND, OR, NOT)
• Date and time functions (TODAY, NOW, DATE, DATEDIF, EOMONTH, WEEKDAY, NETWORKDAYS) Nested functions
• Lookup and reference functions (VLOOKUP, HLOOKUP, INDEX, MATCH, OFFSET, CHOOSE)
• Array and Dynamic Functions (FILTER, SORTBY, UNIQUE, SEQUENCE, RANDARRAY,
• Text functions (CONCATENATE, LEFT, RIGHT, MID, LEN, FIND, SEARCH, REPLACE)
• Statistical functions (COUNT, COUNTA, COUNTBLANK, COUNTIF, AVERAGE, AVERAGEIF,
• Advanced conditional formatting techniques (MEDIAN, MODE, STDEV, VAR, AVERAGEIFS, COUNTIFS, SUMIFS)

4.1.2. Data Analysis Technique

• PivotTables and Pivot Charts
• Data validation and data filtering
• Advanced sorting and filtering techniques Subtotal and summary functions What-If analysis with Scenario Manager and Goal Seek
• Subtotal and summary functions
• What-If analysis with Scenario Manager and Goal See

4.1.3. Preparation of Financial Statement in Excel

• Creating a customized financial statement
• Automating report generation with Power Pivot
• Building dynamic reports with Slicers and Timelines
• Exporting and presenting reports effectively using Excel

4.1.4. Advanced Excel Tips and Tricks

• Keyboard shortcuts for efficiency
• Excel customization (Quick Access Toolbar, Ribbon)
• Hidden features and lesser-known functions
• Troubleshooting common Excel errors
• Resources for continued learning and staying updated

4.2. Power BI

4.2.1. Introduction to Power Bi

• Power Bi interface and Key Features
• Connecting Power Query to Power BI
• Creating Basic Visualizations and Reports

4.2.2. Advanced Power Bi Techniques

• Introduction to DAX (Data Analysis
• Expressions) Building Interactive Dashboards
• Using Custom Visuals in Power BI

4.2.3. Interacting Power Query and Power BI

• Introduction to DAX (Data Analysis Expressions)
• Building Interactive Dashboards
• Using Custom Visuals in Power BI

4.2.4. Sharing and Collaborating with Power BI

• Publishing Reports to Power Bi Service
• Sharing Dashboards and giving the users access
• Pinning the reports to dashboards
• Understanding the concepts of data Gate way and how it worksUnderstanding the concepts of data Gate way and how it works

5. Training Schedule and Participant Overview

The training will be conducted over a series of five consecutive days for each cohort, bringing the total number of participants to 45, divided into three cohorts of 15 participants each. 

• The first cohort includes staff from the SNV M&E team (3), partner M&E teams (8), SNV District Entrepreneur Supervisors (3), and one SNV Production Officer. 

• The second cohort comprises 8 partner Project Managers, the YEA-R Program Manager and Deputy Manager (2), and SNV staff including a Project Officer, Access to Markets Advisor, Youth Entrepreneurship Advisor, Horticulture/Agronomist Advisor, and a Production Officer.

• The third cohort consists of 8 partner Finance team members, 2 SNV Finance staff, 3 from the SNV Operations team, the Grant and Partners Capacity Building Advisor, and one SNV Access to Market Officer. 

The training sessions will be held at a venue outside Kigali and facilitated by an expert trainer in collaboration with the YEA-R Program’s Grant and Partners Capacity Building Advisor, SNV Rwanda M&E team, and other relevant SNV staff.

6. Objectives & outcomes 

The objectives for these meetings are as follows:

• Enhance participants’ ability to manipulate, clean, and analyze large datasets using advanced Excel functions.
• Train participants in automating repetitive tasks and improving efficiency using Excel Macros and VBA.
• Enable participants to create dynamic dashboards and reports using Power BI;
• Develop participants’ ability to integrate Excel with Power Bi for seamless data analysis and visualization

7. The expected outcome:

By the end of this training, participants will have developed proficiency in advanced Excel functions, including the use of complex formulas, data manipulation strategies, and automation tools. They will also gain practical skills in Power BI, enabling them to create interactive dashboards and dynamic reports. With these combined capabilities, participants will be well-equipped to analyze large datasets, deliver meaningful insights, and support data-driven decision-making within their organizations.

8. Evaluation criteria and submission

This assignment is limited to local firms and individual consultants. Interested applicants are requested to submit the following:

Applications should be submitted to rwandaprocurement@snv.org no later than October 27, 2025.

9. Key compliance issues 

Consultant must comply with SNV’s environmental and Social Safeguarding policies and procedures as well as take into consideration donor-specific requirements. 

10. Data Protection assurance 

SNV will not retain your Personal Data for longer than is allowed by law or is necessary for the Purposes.

If you are selected and offered employment, the Personal Data you have provided will be used by SNV for the purpose of this bidding administration. If you are unsuccessful on this occasion to secure tender with SNV, SNV will retain your Personal Data for required period for the purpose of any future internal or external audit.