TERMS OF REFERENCE FOR THIRD PARTY MONITORING – INFRASTRUCTURE FOR SOCIO-ECONOMIC DEVELOPMENT PROGRAM IN SOMALIA (ISED) UNDER ILED PROGRAMME – Somalia
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- Post date:31 May 2021
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TERMS OF REFERENCE
THIRD PARTY MONITORING & EVALUATION
THIRD PARTY MONITORING – INFRASTRUCTURE FOR SOCIO-ECONOMIC DEVELOPMENT PROGRAM IN SOMALIA (ISED) UNDER ILED PROGRAMME
T05-EUTF-HOA-SO-57- 08 (T05.1292)
REFER LOCATIONS IN TABLE 1 (Page 2)
NORDIC INTERNATIONAL SUPPORT FOUNDATION – NIS FOUNDATION
The Infrastructure for Socio-Economic Development Project (ISED) in Somalia is two- and half-year initiative currently being implemented in four geographic corridors. The Overall Objective of ISED is to contribute to stability in Somalia by strengthening state legitimacy and capacity to deliver services and creating inclusive and sustainable economic opportunities for local communities. The objective of the proposed action is consistent with the priorities set forth in the Inclusive Local and Economic Development (ILED) approved in the framework of the European Union (EU) Emergency Trust Fund for Stability and Addressing the Root Causes of Irregular Migration and Displaced Persons in Africa on 29 May 2018
Services and infrastructure with an immediate benefit at the community level strengthen the trust in and legitimacy of the government institutions providing these deliverables. The Infrastructure for Socio-Economic Development Project (ISED) interventions are linked with processes aimed at creating the conditions for social and economic development through access to income and economic opportunities reinforcing their livelihoods, especially targeting vulnerable groups such as youth, women and IDPs.
At the same time, Stabilization efforts also need to be sustained by long term economic development which is affected by lack of or deteriorated infrastructure, creating high costs of doing business and limiting opportunities for income and employment. Lack of key transport, market, storage, processing and water infrastructure represent the main challenges for rural producers (fishermen, pastoralist, and farmers) and urban communities (i.e., unemployed youth) to increase their businesses, reduce their vulnerabilities to shock and create new sustainable jobs, especially targeting vulnerable groups such as youth, women and IDPs.
NIS is planning to contract a third party with sufficient resources which will follow the requirements outlined in NIS’ Global M&E to conduct monitoring and evaluation activities of a representative1 selection of the programme’s interventions for the coming two years.
2. INFRASTRUCTURE FOR SOCIO-ECONOMIC DEVELOPMENT PROGRAM IN SOMALIA (ISED)
The Infrastructure for Socio-Economic Development Project (ISED) is part of the Inclusive Local and Economic Development (ILED) programme which, in turn supports the objectives of the EU Emergency Trust Fund for Africa. As part of ILED, ISED is complementary to the NIS implemented Stabilisation and Peace Dividend Project and both contribute to the ILED specific objectives of 1) increasing the reach and legitimacy of local and municipal authorities, and their capacities to provide services; promote reconciliation and peace- building, including addressing drivers of conflict; and deliver peace dividends; and 2) revitalizing and expanding the local economy with a focus on livelihood enhancement, job creation and broad-based inclusive growth. It also ensures complementarity with ILED’s specific objective 3) providing safety nets to vulnerable people to contribute to strengthening their recovery and resilience. As is
made evident in section 126.96.36.199. Specific Objectives (p.11), ISED’s and Stabilisation and Peace Dividends (SPD) project’s specific objectives correspond to ILEDs first two specific objectives. This will be achieved through a synergised geographic approach to programming, which integrates the different instruments and sectoral strategies and investments focusing on targeted territories.
The programme’s overall Theory of Change (ToC) states that addressing the low trust and capacity constraints of the Somali authorities is the first necessary step toward stabilisation and reconciliation. The programme aims to increase the level of trust beneficiaries have in the authorities’ ability to deliver public services by assisting them to deliver light infrastructure and creating inclusive and sustainable economic opportunities for local communities. The delivery of public services is combined with a community engagement component that assists the authorities in reaching out to the community and involving them in the implementation of the project. The logic of the ToC is clearly reflected in the programme logframe attached in Annex 1.
The following geographical focus selected: The Juba River Corridor, with an initial focus on Gedo and Kismayo; the Shabelle River Corridor (including Benadir Region/ Mogadishu); the Central North Corridor (Dhusamareeb to Bossaso);
The table below shows the key priorities that will be addressed through interventions in year 1-2 of the program:
Table 1 Project locations1
Other intervention locations will be identified at later stage and communicated with the selected consulting firm.
3. PURPOSE AND OBJECTIVES OF THE THIRD-PARTY MONITORING
The Third-Party Monitoring & Evaluation (TPM) has the purpose of providing NIS and other stakeholders with an assessment of the project’s relevance, effectiveness, efficiency, sustainability, and impact, while testing the underlying assumptions and weak links of the programme’s ToC. It is therefore expected that the TPM offers recommendations that invite discussions within NIS on how to keep improving its programming and interventions. The TPM’s assignment consists of baseline evaluations, outcome assessments, impact evaluations and other products outlined in article 5 (the deliverables).
3.1. Baseline assessment
To document status quo prior to inform programme progress, a baseline evaluation will be conducted in each selected location where the intended projects are to take place. Findings and results should be captured in one baseline report where outcome and impact indicators are detailed. The report of these findings should include a geographical comparisons of baseline benchmarks for indicators.
3.2. Monitoring Assessment
To measure and document change that happened because of the interventions; monitoring assessments will be undertaken across the identified project’s locations within the project period or after inauguration ceremony. These assessments will offer insights of progress in the short-term in the relevant locations and assess the project’s relevance, effectiveness, efficiency, sustainability, and impact.
3.3. Impact evaluation
The impact evaluation will be undertaken across the identified project’s locations six months maximum after project completion. The evaluation assignment will result in a final evaluation report that will be based on an in-depth analysis of both baselines, impact data and findings relevant to the programme’s outcomes and impact from all programme locations. The overall impact evaluation report should assess the following:
To what extent were the objectives of the programme valid and conflict sensitive in the specific context, and whether the activities were consistent with the objectives and intended impacts.
To what degree the assumed Theory of Change corresponds with the mechanisms and tendencies observed during and after programme implementation, the attribution and contribution aspect of the program.
To what degree were the objectives of the programme achieved.
The external, social and contextual factors supporting/hindering the achievement of the objectives.
Measure programme progress against planned programme results and outputs (quantitative and qualitative) as given in the logical framework.
Any positive or negative, intended or unintended, effects and impacts on the community, including on specific segments of the community such as minority groups, elders, women and children.
To what degree are systems in place to ensure the sustainability of the programme upon completion.
The functioning of the steering committees, user groups and the broader community engagement programme; and
Women’s participation in the programme and the programme’s impact on women’s lives.
4. METHODOLOGY AND SCOPE OF THE ASSIGNMENT
The consultant should conduct an independent evaluation using data collection tools developed in collaboration with NIS’s MEL staff. The evaluation will be conducted in accordance with the OECD DAC’s quality standards for development evaluation and guidelines for evaluations in settings of conflict and fragility.
The following data collection strategies will be applied by the Consultant (additional methods may be applied by the Consultant, subject to approval by NIS):
A comprehensive desk review of all programme documents indicated by NIS (including the Global M&E plan), and any other relevant literature prior to tool development.
Develop quantitative and qualitative data collection tools & guidelines for the baseline, monitoring and impact evaluations. The tools will be developed in close collaboration with NIS’ M&E team and will only be used for fieldwork following NIS’ formal approval. NIS will provide templates and samples of the household survey, economic activity mapping and KII/FGD guidelines it is using to collect baseline and impact data, which the TPM consultants will develop further. The consultant will also assist in the development of additional indicators, as needed.
Conduct baseline and impact quantitative household surveys using digital data gathering through software provided by NIS. Gender balance will be maintained during data collection by hiring both male and female enumerators. Enumerators will be properly trained by the TPM Consultant, and a pilot study will be conducted prior to the extensive survey to verify that questionnaires are clearly understood.
Conduct baseline and impact economic activity mapping which will consist of (1) counting the businesses in close proximity to relevant programme infrastructure, and (2) interviewing 20 % of the business owners regarding their income, rent costs, and hours of operation.
Conduct baseline and impact qualitative KIIs and FGDs to complement the quantitative surveys and contextualize quantitative data, as well as supply a more in-depth and richer evidence base.
The required outputs of this assignment will be as follows:
Inception report2 for the evaluations for the programme which will include the following:
Proposed methodological approach that the consultant will employ.
Sampling approach that the consultant will employ.
All quantitative and qualitative data collection tools previously approved by NIS.
Work plan and Timelines (including sequencing of baseline activities and data collection regular feedback between NIS and the consultant).
Short analysis of the call for proposals with an explanation of how data will be analysed.
Limitations of the data collection tools.
Data quality assurance mechanism.
Raw data for each data collection exercise compiled in electronic format:
Household survey data submitted to NIS’ digital data collection platform ONA.
List of businesses counted in the Economic activity mapping in Excel or Word.
Economic activity mapping (business owner surveys) data submitted to ONA.
All data from KIIs and FGDs transcribed and translated to English.
Full sets of photos and videos collected including details of the dates, locations, and the project site visited. Where possible the field monitors should provide some more background information on each set of photos/ videos.
A full set of photo album (of 10-20 photos, including descriptive captions with names of beneficiaries, activities, location, etc.) at different times of the project period.
A full set of short video clips (1-2 minutes maximum each) – e.g. of a project activity or interviews with beneficiaries/partners (even if it is done with basic equipment such as a smartphone) at different times of the project period.
A debrief meeting will follow the report to clarify some of the deliverables, budget, timelines etc.
Human interest stories – these can be either in the format of a short video accompanied by a text, or in text format with accompanying photos. However, all stories should highlight concretely the impact of the funding on the individual beneficiary and should include quotes.
Prior to each monitoring and evaluation report submission, the consultant is expected to make a presentation of the key findings and recommendations of the evaluation to NIS Somalia country office prior to submitting a draft final evaluation report for review, comments, discussion, and final consensus building.
Overall programme baseline report to be delivered at the end of the completion of the all the baseline evaluations.
Programme impact evaluation to be delivered no later than 5 months after the programme’s end.
All data and reports will be shared exclusively with NIS. All reports will follow NIS’ reporting templates that might be further adapted by the Contractor in cooperation with NIS.
The TPM consultant will work under the overall guidance of NIS’ Country Representative and NIS’ MEL Manager, and in close collaboration and dialogue with relevant stakeholders in all programme areas. NIS will provide quality assurance to all data collection tools and reports submitted by the consultant. NIS will take an active part in developing the data collection tools by providing the consultant with its survey and interview templates and guidelines, and reviewing the tools further developed by the consultant.
NIS will be responsible for monitoring output indicators and activities. This information is expected to complement outcome and impact assessments by the TPM.
7. DURATION OF THE ASSIGNMENT/ CONSULTANCY
The assignment will begin immediately after the end bid evaluation and signing the contract with TPM consultant3. It is expected to end after the approval of the programme’s impact evaluation report.
8. REQUIRED SKILLS AND EXPERIENCE
The following criteria should be met:
Must have demonstrated experience of successfully carrying out at least four stabilization and local governance project/program’s baseline assessments and/or mid-term review and impact evaluations.
Must have capacity and experience in collaborating with diverse sets of stakeholders, such civil society organizations, government officials, donor representatives, international institutions.
Must have capacity to carry out field monitoring, baseline, midline and impact evaluations and reporting of development/humanitarian interventions.
Must have capacity to arrange all the logistical arrangements for field staff and actual field work.
Must have enough human resources/pool of enumerators that can simultaneously carryout the data collection in the target locations.
Must have field enumerators with excellent written and spoken English and Somali languages, with knowledge of the culture/ practices/ security situation in the proposed program target areas.
Trained and qualified female and male (preferably 50% each) staff available for monitoring, evaluation and reporting.
Approximately 2 years
Strong experience in both quantitative and qualitative data analysis and dissemination that could be applied to this program.
Use of innovative technologies, including mobile data collection.
9. QUOTATION REQUIREMENTS
The Technical Proposal should include:
A brief company profile demonstrating services of similar nature undertaken by the company in the past 2-3 years (attach at least four previous contracts)
An up-to-date curriculum vitae of the lead consultants & other relevant human resource (including women & other diversities) proposed TPM activities (max. 3 pages/per consultant)
A statement indicating how the qualifications and experience of the consultant/s or consultancy firm respond to the requirements of the tasks and make the Consultant/ Consultancy Firm suitable for this TPM assignment (max. 2 pages)
At least two written samples of previous assessments, monitoring or endline / impact evaluations on stabilization projects/programs and 3 professional references (max. 1 page)
Proposed draft methodology and work plan for delivery of the services (max. 3 pages)
The Financial Proposal should include (expressed in US dollars):
Total budget, including break down of daily fee, and estimation of the number of required working days, VAT, travel/ communication/security related expenses, insurance & taxes.
Other Required documents:
License: Possess & present a valid registration [ operating license, permits etc] from relevant government / authorities more specifically at district & state level
Company Finances: presents a dully signed financial/bank statement confirming that the company is financially capable to pre-finance TPM assignment.
Submission of proposals
The deadline for submitting complete proposals is 11:59 PM on 11th June 2021. Proposals must be submitted electronically to firstname.lastname@example.org, with the subject line “THIRD PARTY MONITORIN & EVALUATION (TPM) OF THE PROJECT: “INFRASTRUCTURE FOR SOCIO-ECONOMIC DEVELOPMENT PROGRAM IN SOMALIA (ISED)”. – CALL FOR PROPOSALS”.
Please forward any query to the following e-mail address: HYPERLINK “mailto:email@example.com” firstname.lastname@example.org, and
copying: email@example.com & firstname.lastname@example.org
NB: “NIS Foundation Promotes Gender Equality And Social Inclusion. Suppliers/Contractors/Consultants That Represent/Are Owned By Women, Male And Female Youth And/Or Other Marginalized Groups Are Encouraged To Apply”
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