Terms of Reference for End Project Evaluation Chukua Hatua June 2015 – December 2015 1.0 BACKGROUND Oxfam Tanzania is planning to hire an experienced evaluator/team to carry out a final evaluation of a project entitled Chukua Hatua (Take Action). The goal of Chukua Hatua is to achieve increased accountability and responsiveness of government to its citizens through creating active citizenship; that is citizens who know their rights and responsibilities, are demanding them, and are able to search for and access information. There have been phases of implementation of Chukua Hatua since 2010, however the evaluation will be focusing on the current phase namely Chukua Hatua 2 (CH2) which has been implemented from June 2015 – December 2015. The CH2 has been implemented in Geita, Simiyu and Shinyanga: in Bariadi, Maswa, Kahama, Kishapu, Mbogwe, Bukombe, Shinyanga Rural, Itilima, Loliondo, Ngorongoro districts. The implementation is done by four partners, namely: Capacity Building Initiative for Poverty Alleviation (CABUIPA), Pastoralist Livestock Support and Empowerment Program (PALISEP), Ngorongoro Youth Development Association (NYDA) and Taasisi ya Maendeleo ya Vijana Arusha (TAMASHA). The objectives of CH 2 are as follows: 1. To strengthen and scale up the existing network of citizen activists, and to bring these activists closer together and encourage them to speak up together and share strategies and skills. 2. To expand the training and mentoring of local government officials to ensure that barriers to citizens and leaders working together are dismantled. 3. To put pressure on national leaders to hear about and take action on issues that is raised at the local level. 4. To continue learning and evolving to build good programming around and continue to learn about active citizenship and responsive government. This Terms of Reference (TOR) defines the work to be carried out by the external evaluator. It provides a brief outline of the project; specifies the scope of the evaluation and outlines the evaluation method. 2.0 Outline of the project: The following activities were implemented in a period of June to December 2015. Animators Training Animators: Partners identified animators who were trained in previous phases of Chukua Hatua. These animators were provided with refresher training thereafter were involved in identification and training of new animators. The logic is to build capacity of animators to recruit and train other animators to increase their numbers as well as spreading animation approach to other community members. The process of identification of new animators was done through engagement of local communities’ members and leaders. Partners played the role of ensuring quality of training and providing feedback to animators in the training of new animators. Training of Sungusungu animators: Sungusungu has been an influential group in Shinyanga which is formed by community to provide general security support to the communities. TAMASHA extended animation training to Sungusungu as an opportunity for building awareness on human rights; also providing opportunity for the group to learn on various ways of supporting community’s initiatives without bringing fear with community members. Shaping Election Promises: PALISEP was engaged in facilitating community dialogues to set agenda to be presented to election candidates. The learning from previous year was that election candidate came with their own agenda which was difficult to be tracked by communities. This phase of Chukua Hatua provided opportunities for citizens to dialogue and come up with their priorities to be adopted by election candidate. Animators Coalitions for change Animator’s coalitions were built in Shinyanga in previous phases of Chukua Hatua. The CH2 plan was to build animators coalition in Ngorongoro and Loliondo. The animator’s coalitions and the approach of having animators train animators’ aims to build links between communities and animators for security, but also for sharing of ideas and resources. The animation work in this phase focused on strengthening the “power with” of citizens in order to build influence and spaces for participation in decision making processes. Local leaders training and mentoring Local leaders’ trainings were done in Shinyanga and Loliondo whereas CABUIPA played major role in this activity. CABUIPA is known to have great expertise in delivering local leaders training on good governance. Therefore the organization trained and provided mentoring support to VCP in Shinyanga, Geita, Simiyu and provided technical support to PALISEP for the same. Linking rural issues with urban communities Riwaya za Chukua Hatua newsletter has been developed and printed with success stories from communities. Social media training to Oxfam staff and partners was among activities implemented. Facebook, Twitter, blogging, were among the targeted social media in CH2. Other implemented activities will be reviewed as part of document review in the evaluation process. Target groups The project targeted general population; however marginalised groups including women and young people were given priority. The project also targeted Sungusungu as special group in Shinyanga region in building awareness on human rights. THE EVALUATION: Objectives of the Evaluation. The primary objective of the requested evaluation is to determine the results of the project, specifically in reference to meeting the goal and objectives outlined in the proposal. Assess implementation of the project during the period against the key targets evaluation criteria (efficiency, effectiveness, sustainability, impact etc). To assess the effects of the project to the target communities, particularly women and youth, in the target regions. To assess the quality of outputs, outcomes and results of the project against the proposal outcomes. To identify good practices and key lessons learnt and make recommendations for future improvement of similar programmes based on evaluation findings. To evaluate implementation methodologies, approaches and tools for individual partners. To evaluate the efficiency and effectiveness of partners. Key questions expected of the evaluation Efficiency: relates to an analysis of the costs (money, people, time, materials, etc.) that are expended as part of the program in comparison to either their benefits of their effectiveness. The project efficiency will be evaluated through the review of project documents and interviews with CH partners and staff on budget against planned activities, activity schedule, and by building an understanding of the issues that delayed or stalled implementation. Anything which went wrong or best practices should be highlighted through this evaluation. The assessment should go further to build understanding about the use of project resources and evaluate whether they were used wisely. Did the project implementation follow the agreed project timeframes? If not what factors led to the change in its delivery? Did the partners seek and receive cooperation from the relevant stakeholders? How did they work to build stakeholder buy in? What could they have done better? Is there any best practice to highlight? Were partners and Oxfam considering the importance of value for money in their implementation? Effectiveness: relates to the level by which the activities of the program produced the desired effect. To what degree were the expected results achieved against the objectives and indicators? Did the activities listed in the proposals result in achievement of the specific objectives and attainment of outputs? How relevant was the envisaged theory of change in light of programme implementation? What promoted or undermined the achievement of results? Did partners have adequate technical expertise/capacity to implement the project? How effective was the relationship among Oxfam, partners and other actors during the programme implementation? Please provide examples of good practice and areas for improvement. To what extent was the project’s approach able to empower citizens (women and youths particular) regarding their rights and responsibilities? Did it enhance their ability to hold duty bearers to account/demand their rights/ access essential services? Was the set of activities sufficient to meet the overall goal and objectives? To what extent did the different categories of activities complement each other? Were the selected implementing partners the most relevant to the problem being addressed? Was partner’s capacity adequate to implement planned activities? Did the project target the right group of beneficiaries? Was there an inclusion/exclusion bias in selection of stakeholders/animators and bias in selecting women and youth participants involved in the project? To what extent did the project achieve its intended results? (Refer animation work, social media, CSO workshop, VCP trainings and mentoring support, etc) Did the project foster dialogue between citizens and duty bearers? What major factors contributed to or hindered the achievement of its objectives (factors of success and challenges)? Have there been any unexpected outcomes (positive and/or negative)? Did participants’ knowledge and skills in animation, active citizenship, and accountability improve, and to what extent did youth and women participants use the learned skills to address issues in their communities? What were the changes observed from training Sungusungu as compared to untrained? Quality and contents of training materials? Motivation of Sungusungu? Scaling up? How successful have the trained sungusungu practiced as positive leaders among their communities? What successes and challenges did they experience in this regard? What was the degree and quality of Oxfam and partner assistance to animators in helping them fulfil that role? What was the process of recruiting new animator? Was it inclusive? What were the feedback positive and negative from old and new animators and local communities toward animators and animation approach? Training materials quality of the contents? availability? Clarity? Sustainability: refers to the probably of the continuation of benefits from a development intervention after major development assistance has been completed. Sustainability of the project is essential to Oxfam as far as the goal of ending poverty and suffering is concerned, the consultant will be required to assess the involvement of the community and whether the project has succeeded in maintaining a desirable level of participation of the community in the project activities. Interviews with key programme staff will be essential to this work. Are the positive effects or impacts sustainable? Do the local and community leaders support the initiatives that were taken by the partners? To what extent was the project linked to Oxfam’s existing programmes and strategic plan? To what extent was the project linked to Country developmental strategies and global conversional To what extent were communities and other stakeholders involved in the project? Was there any feedback mechanism for beneficiaries? Oxfam Vs members, members Vs beneficiaries? To what extend was the project engaged the government in implementation of the project? Impact: refers to the positive and negative changes produced by a development intervention, directly or indirectly, intended or unintended. This involves the main impacts and effects resulting from the activity on the local social, economic, environmental and other development indicators. The examination should be concerned with both intended and unintended results and must also include the positive and negative impact. What were the notable immediate impacts and likely long term impact of the project areas and activities? Animation training in an informal setting Animators coalition for change Sungusungu training The use of social media VCP training and mentorship support. Were there any specific positive or negative gender impacts by the project? Were there any unintended impacts from the project (both negative and positive)? Are there any exceptional experiences that should be highlighted? e.g. case-studies, stories, best practice? Methodology This evaluation will involve both qualitative and quantitative data collection. Interviews will be key to the evaluation, but focus group discussions and document analysis will also be part of it. Meetings and interviews with a broad range of stakeholders including CH partners, local government representatives, beneficiaries, community members and leaders and other relevant stakeholders will be necessary. Desk research on previous evaluations, quarterly reports, success stories and case studies, training manuals, etc. A small survey aimed at the training participants to appraise the effectiveness of the training and mentoring support. Sample Size The consultant(s) will determine the appropriate sample sizes in consultation with Oxfam, however Oxfam preference will be reaching one district in each region at lake zone and Loliondo in Arusha. These figures will take into consideration the activities carried out by partners and the project areas. The survey sample should be designed at the district level. The consultant(s) will visit these sites and interview the beneficiaries and partners on the relevant project objectives. Audience The primary audience of this evaluation includes: The Oxfam staff and partner organizations: this audience segment can draw out reflections and lessons from the project through the evaluations and to use recommendations for future project designs. The funding agency (KPMG): the evaluation will allow Oxfam to assess project impact as it relates to the stated goal and objectives. Additionally, the evaluation will present a value for money analysis that will help KPMG determine if the project could be part of a larger initiative. Local government authority: The evaluation lessons will be used to improve accountability and expand community engagement. The secondary audience: includes Oxfam international headquarters, other Oxfam country programs, external funders, and partner organizations who may be interested in the results and lessons from the project evaluation. Evaluation report The production of the evaluation report will be the liability of the evaluator(s) covering all the evaluation questions, objectives and areas outlined in the ToRs. Oxfam and CH partners will be responsible for coordinating the evaluation exercise. The evaluation report shall be: Produced in English language and should be simple in expression (jargon free). Maximum of 50 pages including any annexes. The report format and text should be an A4 paper size in Times New Roman font size 11. The evaluator(s) will be liable to submit at least one hard copy and an electronic version of the evaluation report in Word Version by the agreed deadline. Outline of the Evaluation Report The evaluation report should contain at minimum different elements mentioned below. All parts should be clearly distinguished from each other and of sufficient quality. Cover page Table of contents Executive summary that can be used as a complete document. The executive summary should include the major findings of the evaluation and summarise conclusions and recommendations. Methodology, its justification and limitations if any. Findings addressing all the evaluation questions as well as the unexpected outcomes. Conclusions presenting summary of the findings on the basis of evaluation questions. Lesson learned and recommendations which should be clearly related to conclusions. Anticipated Outputs Inception report including work plan for the evaluation Evaluation tools. Final evaluation report addressing all objectives, evaluation questions and including clear recommendations. Data in STATA file saved in SPSS). Time Frame The consultant will be required to submit an inception report with all the details including number of days the whole program evaluation process will take, preparation, field work partners and report writing. The expected date of the start of program evaluation is expected to be 24th Nov 2015. Budget The total budget for the evaluation is 56,240,000/= TZS inclusive of transport costs and withholding tax of 5% for local registered organization and 15% for organization registered outside Tanzania. Reporting lines The consultant shall work under the supervision of Governance Programme Manager with strong liaison with all partners and Oxfam Social Justice Programme Coordinator. This assignment is scheduled to be done in 30 days including non working days. Duration and Key Deadlines The duration of contract will be a total of 30 working days between November 24th to 24th December 2015. Specific dates and deadlines are as follows Activity Advert for expression of interest Bid analysis, selection and contract signing Submission of evaluation plan and discussion with Oxfam The field work should take place between Date 12 Nov 2015 20 Nov 2015 24 Nov 2015 The first draft of the report 21st Dec 2015 Make a brief presentation of findings and recommendations The final report should be submitted 22 Dec 2015 25Nov – 10 Dec 2015 31 December 2015 the latest The evaluator(s) will be responsible for: Developing a detailed evaluation inception report which will be shared and agreed upon with Oxfam before commencement of the actual work. Participate in initial briefings with Oxfam to ensure that the evaluation team is clear on the expectations of this evaluation. Developing evaluation tools which will review by Oxfam for discussion and agreed upon by the two parties before the field work. Reviewing of the project materials and other relevant literature in order to have adequate understanding of the project and maximize incremental learning. Conducting field visits to collect data through a combination of data collection methods. It is expected that the team will incorporate gender and ensure representative involvement of the beneficiaries and also non-beneficiaries in the evaluation. Present to Oxfam the key findings and allow the team opportunities to give feedback and agree on action points, lessons and recommendations. Submit draft report to Oxfam for review, comments and inputs which will be taken into consideration before submission of the final report. Confidentiality of issues discussed shall be safeguarded by the evaluation consultant/s. Bidding procedures Interested consultant is requested to submit a proposal with following information through Oxfam online application systems: 1. Introduction to the evaluator/evaluation team or organization 2. Profile of relevant skills and previous experience 3. Proposed methodology for undertaking the evaluation 4. Activity schedule 5. Proposed price schedule that covers all expenses
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