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Ready, Willing and Able: Improving Confidence and
Increasing Access to employment for disabled adults in
Kenya
Call for Proposals: Independent Evaluation
Terms of Reference
1. Background
1.1 Motivation
Established in 1991, Motivation is an international development charity supporting
people with mobility disabilities. Our high-quality, low-cost wheelchairs are designed
specifically for use in developing countries. Teamed with our innovative training
programmes, our wheelchairs transform lives, giving disabled people independence,
confidence and hope for the future.
1.2 Project description
With the funding of the UK Department for International Development’s (DFID’s) UK
Aid Match programme, Motivation implemented a two-year pilot project in Kenya
entitled ‘Ready, Willing and Able: Improving confidence and increasing access to
employment for disabled adults in Kenya.’ The project started on the 1st July 2018
and completed on 30th June 2020. The project worked with men and women based
in Nairobi, and was delivered in partnership with:
1. United Disabled Persons of Kenya (UDPK)
2. Kenyan Paraplegic Organization (KPO)
3. National Council for Persons With Disabilities (NCPWD)
Across Kenya, 67% of disabled people are unemployed and living in poverty1. The
project addressed this inequity and aimed to provide 266 disabled men and women in
Nairobi the confidence, skills and pathways required to enter formal employment. The
project challenged the barriers of stigma, discrimination and lack of knowledge which
exist at the individual and employer level to ensure that disabled people can access
decent work opportunities. The project aimed to work across four levels of intervention:
individual, community, business, and government.
1 http://www.globaldisabilityrightsnow.org/infographics/disability-kenya - accessed on 19th April 2017
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Impact: Achieve productive employment and decent work for 30 women and men
with disabilities.
Outcome: 266 disabled people feel that they are physically and emotionally able to
go to work, have the skills they need, feel they are supported by their family and
community and have a clear pathway to accessing employment opportunities.
Now the project has concluded, and in line with donor requirements, we are seeking
to undertake an external evaluation to acquire an independent assessment the
projects’ impact and key learning.
2. Scope and focus of the evaluation
2.1 Purpose of the independent final evaluation for UK Aid Match grantees
DFID provides significant funding to civil society organisations annually in line with its
overall strategy to alleviate poverty and promote peace, stability and good
governance. Mannion Daniels is the Fund Manager for UK Aid Match.
Both Motivation and DFID require a rigorous assessment of the effectiveness of
funds disbursed to ensure that they are managed to provide value for money and
impact, and are keen to understand how Motivation’s inclusion and partnership
approach works in practice. As a pilot project, maximising learning through the
evaluation is of high importance.
The final evaluation reports that are submitted will be used to inform the Fund
Manager’s understanding of the grantee’s performance at the project level. The
independent final evaluation report needs to be a substantial document that (a)
answers all the elements of the ToR; and (b) provides findings and conclusions that
are based on robust and transparent evidence.
2.2 Key objectives of the evaluation
The evaluation has three objectives that are outlined below:
1. To independently verify (and supplement where necessary), Motivation’s
record of achievement as reported through our Annual Reports and defined in
the project logframe;
2. To assess the extent to which the project was good value for money, which
includes considering:
o How well the project met its objectives;
o How well the project applied value for money principles of
effectiveness, economy, efficiency in relation to delivery of its outcome;
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o What has happened because of DFID funding that wouldn’t have
otherwise happened; and
o How well the project aligns with DFID’s goals of supporting the delivery
of the SDGs.
3. To generate learning for internal and external audiences, by addressing:
o What are the main drivers that support adults with disabilities to access
employment opportunities?
o What are the main barriers that prevent adults with disabilities from
accessing employment opportunities?
o What factors support or block effective partnership working?
o What were the challenges and benefits of working with government?
o How could our partnership approach with government actors be
improved?
2.3 Verification of Motivation reporting
The first task of the final evaluation is to verify Motivation’s achievement. The record
of achievement will be presented in the Annual Report and progress against the
project logframe. This exercise could include verifying information that was collected
by Motivation for reporting purposes and supplementing this data with additional
information collected through primary and secondary research.
Verifying the results from the project logframe will begin to capture what the project
has achieved. However, there will be other activities and results that occur outside of
the logframe that may require examination in order to respond to the different
evaluation questions. Verifying reporting will also necessarily include a review of the
data and systems that were used to populate results. Motivation would also like for
the evaluators to use this opportunity to review M&E tools and systems used in the
project to make recommendations on how these could be improved for future
projects.
2.4 Evaluation questions
The evaluator(s) will need to respond to the questions below.
Relevance
To what extent did Motivation support achievement towards the SDGs? This
project focused on SDG 8 ‘Promote sustained, inclusive and sustainable
economic growth, full and productive employment and decent work for all’ and
specifically indicator 8.5 ‘By 2030, achieve full and productive employment and
decent work for all women and men, including for young people and persons with
disabilities, and equal pay for work of equal value.’
To what extent did the project target and reach the poor and marginalised?
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To what extent did the project mainstream gender equality in the design and
delivery of activities (and or other relevant excluded groups)?
How well did the project respond to the needs of disabled adults seeking
employment, including how these needs evolved over time?
Effectiveness
To what extent are the results that are reported a fair and accurate record of
achievement?
How effective were the M&E tools and systems used to capture this information?
To what extent has the project delivered results that are value for money? To
include but not limited to:
o How well the project applied value for money principles of effectiveness,
economy, efficiency in relation to delivery of its outcome (see Annex 1 for
guidance on how to assess value for money);
o What has happened because of DFID funding that would not have
otherwise happened.
To what extent has the project used learning to improve delivery?
What are the key drivers and barriers affecting the delivery of results for the
project?
Efficiency
To what extent did Motivation deliver results on time and on budget against
agreed plans?
To what extent did the project understand cost drivers and manage these in
relation to performance requirements?
Sustainability
To what extent has the project leveraged additional resources (financial and in-
kind) from other sources?
What effect has this had on the scale, delivery or sustainability of activities?
What is the evidence, if any, that the benefits delivered by the project will be
sustained after the project ends?
What supported or blocked the sustainability of the project’s outcomes?
Impact
To what extent and how has the project built the capacity of civil society?
How many people are receiving support from the project that otherwise would not
have received support?
To what extent and how has the project affected people in ways that were not
originally intended?
What were the drivers and barriers to the project achieving its intended impact?
…..?
Recommendations
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What lessons have been learnt from the design, planning, implementation and
close of the project?
What actions should be taken to improve future projects?
3. Evaluation methods
The consultants(s) (or consulting firm) commissioned to conduct the final evaluation
and Motivation are jointly responsible for choosing the methods that are the most
appropriate for demonstrating impact. It is essential that the methodology used be
participatory, engaging with all key stakeholders. Where possible, the evaluator(s)
are encouraged to triangulate data sources so that findings are as robust as
possible. The final approach must be appropriate for the Covid-19 context in Kenya
at the time of the evaluation. A final plan that encourages remote working and
minimises face-to-face activity will be agreed between Motivation and the evaluator.
Below are some suggested approaches to methodology:
3.1 Different approaches to assessing impact
Although it is not strictly mandatory, the evaluator(s) are encouraged to apply a
mixed-methods approach for assessing impact. This would combine qualitative data
to provide an explanation of ‘why’ and ‘how’ the project has achieved the type and
scale of results that are quantitatively observed.
Assessing impact through experimental or quasi-experimental approaches
To definitively attribute impact, then the establishment of a counter factual is
required: e.g. what would have happened to beneficiaries in the absence of the
intervention? Evaluators are encouraged to consider the extent to which approaches,
such as measuring the difference between treatment and control groups, can be
successful in capturing impact while also balancing concerns relating to
proportionality. It is likely that experimental or quasi-experimental approaches will not
be appropriate for a large number of grantees.
Assessing impact through contribution-based research
Contribution-based approaches are helpful for overcoming the attribution issue of
proving cause and effect. A contribution-based approach should result in a ‘plausible’
account of the difference that DFID’s funding has made to the impact of grantees.
Such an approach is typically informed by a wide range of evidence sources that are
brought together to produce a ‘plausible’ assessment of the ‘contribution’ of grantees
to higher level outcomes and impacts. It is likely that such an approach will be
appropriate for a large majority of grantees.
3.2 Indicative materials to review
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Motivation will supply the consultant/s with all key information for review. Relevant to
review may include, but is not restricted to: Motivation’s original application for
funding; the grant agreement with DFID for funding; updated versions of
organisational project log frames; monitoring data; monitoring systems, annual
reports and comments provided by the Fund Manager; organisational monitoring and
evaluation plans; financial information; information on synergies / collaboration with
other actors; and additional relevant documents. All materials should be kept
confidential, unless otherwise agreed with Motivation.
3.3 Indicative methods for conducting primary and secondary research
Relevant primary and secondary research may include: interviews with Motivation
staff involved in the management and delivery of work; interviews with various
delivery partners; focus group discussions with disabled adults, surveys with project
partners and other relevant stakeholders (where possible and proportionate);
systematic reviews of secondary studies and sources, measuring impact where
possible and proportionate through comparison groups and other quantitative
methods; and verifying reported data through back checking and quality
control assessments.
4. Contractual and reporting arrangements
4.1 Skills and competencies
Motivation is looking for an evaluator with the following demonstrable skills and
competencies:
An evaluation specialist with a minimum of five years’ experience in
programme/project evaluation in an international development context.
Ability to design and plan the evaluation approaches and research
methodologies, including quantitative and qualitative research methods;
Knowledge and experience in at least two of the following areas: the
economic, social and political context in Kenya, disability, inclusion,
employment, livelihoods to ensure the evaluation design and research
methods are as relevant and meaningful as possible given the aims and
objectives of the project and the context in which it is being delivered.
Knowledge of the disability context in Kenya is desirable but not essential;
Ability to project manage a medium-scale and complex evaluation and
research process, including interpreting data and conducting a final
evaluation;
Ability to design, manage and implement primary research. This may include
the design of surveys, in-depth interviews, focus group and other participatory
research;
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Ability to write and communicate high-quality, credible evaluations (examples
required) for multiple audiences;
Excellent writing and communication skills in English;
Based in Nairobi.
4.2 Management arrangements
Motivation is responsible for the recruitment and briefing to the final evaluator(s), and
will be the point of contact for the duration of the evaluation process. We will also
provide logistical and technical support to facilitate required meetings and interviews.
4.3 Deliverables
The report should be clear and simply written, free of jargon. The main body of the
report should not exceed 40 pages and should include an executive summary and
recommendations. Technical details should be confined to appendices, which should
also include a list of informants and the evaluation team’s work schedule.
Background information should only be included when it is directly relevant to the
report’s analysis and conclusions. All analysis of a project’s achievements must be
supported with relevant data and state how this has been sourced.
Recommendations should also include details as to how they might be implemented.
To ensure consistency across evaluation reports, the structure set out in Annex 2
should be used for reporting. The final evaluation consultant(s) will submit the final
report to Motivation who, in turn, will submit it to the Fund Manager by December
31st 2020.
In addition the consultant will be required to deliver a ‘sharing session’ via Zoom to
Motivation staff to discuss the main findings of the evaluation.
4.4 Evaluation process and timeline
The final evaluation is expected to be completed by the 1st December. The following timetable indicates approximate timings for the selection:
Actions Completion date
(indicative)
Who
Terms of reference out to tender
27th July Motivation
Tender bids received by
17th August Motivation
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Review applicants, shortlist and inform applicants
21st August
Motivation
Interviews Week commencing 31st August
Refine methodology, agree final evaluation plan, agree contractual details
23rd September Motivation/Evaluator
Begin evaluation 28st September Evaluator
Presentation and discussion of first draft
30th November Motivation//Evaluator
Final report submission 14th December Evaluator
4.5 Tenders/bids
Motivation invites bids from organisations or individuals with the experience and skills described above. Joint bids are welcome. Tenders should include:
A covering letter introducing the evaluators/organisation and how the skills and competencies described above are met, with concrete examples
A two page outline of the proposed evaluation process and methodology
A C.V for each evaluator (not exceeding two pages)
One recent example of a previous evaluation (one for each of joint bids)
Proposed budget for evaluation
Tenders to be emailed to [email protected] by 09.00GMT on 17th August.
4.6 Budget The budget available for the evaluation is £7092. All costs of the evaluation are to be met within this budget including fees, logistical arrangements and VAT charges. 4.7 Further information
For further information please contact Peter Kiragu by email: [email protected]
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Annex 1: Guidance for measuring cost effectiveness and value for money
NB: Use of this approach to assessing value for money is not mandatory; it is only to
guide to grantees and evaluators that may not have had significant previous
experience assessing value for money.
1 Defining cost-effectiveness
Cost-effectiveness is a measure of efficiency, which DFID defines as: ‘A measure of
how economically resources/inputs (funds, expertise, time, etc.) are converted to
results.’ Measuring cost-effectiveness (and value for money) involves assessing
whether or not the least amount of resources have been used in the most effective
way possible to achieve the quantity and quality of results required in order to meet
the original aim and objectives of the activity delivered. In other words, are you doing
the right things, in the right ways at the right price?
This does not mean that the cheapest activities or inputs represent the best
value for money. If cheap inputs or activities result in the delivery of poor quality
outputs and outcomes then the project is evidently not doing the right things to
achieve the results required.
2 How to demonstrate your cost-effectiveness
In order to demonstrate that you are using your resources in the most cost-effective
way you will need to demonstrate that:
You are doing the right things in the right ways – this means demonstrating that
the scale and type of costs that you are incurring as a result of the activities and
services you are delivering are necessary to enable you to achieve your outputs and
outcomes.
This part of the value for money assessment is closely linked to other parts of the
performance assessment. This is about demonstrating that the activities you are
delivering and the way you are delivering them are as relevant as possible to the
needs and priorities of your target beneficiary groups. Arguably, the more relevant
the activities and method of delivery, the more effective they will be in addressing the
problems you have set out to resolve. This approach enables you to demonstrate
that your intervention and the costs you incur are justified by the problem you have
identified.
Understand your ‘cost drivers’ - cost drivers are defined as those factors that
directly and indirectly change the cost of a unit of activity. For example, the cost of
transporting project staff to a particular location will increase as the distance travelled
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increases. Intervening in a high risk area will increase delivery costs because of the
need for additional security. In the example to the right, cost drivers could be clearly
identified, evidenced and reported to form the basis of a robust case for incurring
these types and levels of cost.
You are doing the right things in the right ways at the right price –
fundamentally it is important that you are not only able to justify the costs that you
are incurring but also to demonstrate that you are achieving the ‘right price’ for the
different types of resources you are using to deliver your activities.
3 How to measure and evidence cost-effectiveness
You should consider at least two broad approaches to assessing value for money.
These are:
A management approach; and
A measurement approach
3.1 Management approaches to measuring cost effectiveness
You will need to explain and evidence how you manage your resources in order to
ensure that your performance requirements are the primary drivers of the activities
that you deliver and, as a consequence, the costs that you incur.
Typically, this part of the assessment will broadly require you to demonstrate:
Procurement processes -- capacity to manage and minimise costs through
effective procurement processes in order to achieve best price for key services and
resources.
Performance management processes -- capacity to learn from past performance
to ensure that factors likely to have a significant effect on costs are addressed
through effective cost control and mitigation strategies; and
Cost management processes -- capacity to identify and categorise your key costs
across your portfolio of activities and demonstrate an understanding of how different
types of costs change in response to different contexts and different types of
interventions. You will also need to demonstrate your capacity to manage costs to
ensure that best price and best value are achieved throughout the delivery of
activities. You should be able to demonstrate a range of cost management and cost
reduction strategies, for example, by forming partnerships that enable you to
leverage additional resources for your activities or to share resources in order to
reduce overheads.
Through the use of management processes such as those summarised above, you
should be able to describe and ideally quantify the cost savings and efficiency gains
that you have been able to achieve in the course of delivering best value for money.
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3.2 Measurement approaches to measuring cost-effectiveness
Cost-effectiveness analysis is the most common method for measuring cost-
effectiveness. This involves quantifying the average cost for a unit of activity, which
is then presented as a ‘unit cost’. Unit costs can be calculated for:
Inputs, e.g. cost per day for each workshop facilitator employed on the
project;
Outputs, e.g. cost per community workshop conducted; or cost per workshop
participant; and
Outcomes, e.g. cost per girl achieving a full cycle of primary education as a
results of the project.
The primary purpose of calculating unit costs is to enable you to compare them with
‘benchmarks’. A unit cost benchmark represents a reference point or standard
against which the cost-effectiveness of your activities and results can be assessed. It
is important to note that benchmarks need to be sufficiently comparable to ensure
that the analysis of cost-effectiveness is accurate and reliable. In other words, we
need to ensure that we are comparing ‘apples with apples’.
A significant drawback in using cost-effectiveness analysis as a measurement
method is that it is frequently difficult to find unit cost data of activities that are
sufficiently similar in terms of their nature and context. However, some organisations
may be able to establish their own internal unit cost benchmarks in order to compare
differences in unit costs for activities and results delivered across different parts of
their portfolios and programmes.
4 Bringing management and measurement approaches together
The approaches and methods mentioned above should enable grantees to evidence
and demonstrate different elements of the value for money assessment. It is
important that you are able to explain ‘how’ you achieve cost-effective delivery, but is
also important that wherever possible you quantify these achievements. Using both
approaches will enable you to credibly demonstrate your capacity to identify and
track unit costs in relation to the activities and results that you have delivered.
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Annex 2: Report structure
To ensure consistency across evaluation reports, please use the following structure:
Executive Summary
Introduction
Purpose of the evaluation
Organisation context
Logic and assumptions of the evaluation
Overview of UK Aid Match funded activities
Evaluation Methodology
Evaluation plan
Strengths and weaknesses of selected design and research methods
Summary of problems and issues encountered
Findings
Overall Results
Assessment of accuracy of reported results
Relevance
Effectiveness
Efficiency
Sustainability
Impact
Conclusions
Summary of achievements against evaluation questions
Summary of achievements against rationale for UK Aid Match funding
Overall impact and value for money of UK Aid Match funded activities
Lessons learnt and recommendations (where relevant)
Project level - management, design, implementation
Policy level
Sector level
Fund management
Annexes
Independent final evaluation terms of reference
Evaluation research schedule
Evaluation framework
Data collection tools
List of people consulted
List of supporting documentary information
Details of the evaluation team
Grantee management response to report findings and recommendations