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Call for Consultancy Service: Terms of Reference for Context Analysis

Published 12 December 2017

Terms of Reference for detail context analysis of Dang, Kapilvastu, Nawalparasi, and Pyuthan districts and National Policy Context

1. Background 

IM Swedish Development Partner (IM) is an international NGO and civil society organization founded in 1938 in Lund, Sweden. It is funded by the Swedish government and individual donors and works within the areas of Education, Economic Empowerment, Health and Civil Society Strengthening in 13 countries across the world. IM’s mission is to fight and expose poverty and exclusion. IM implement its all projects in partnership with local organizations globally.

In South Asia region, IM works with local partners in India and Nepal with regional development objective “Women, men, girls, and boys living in poverty and exclusion in the South Asian region, have increased their ability to claim their economic, social and cultural rights through improved education, health and economic empowerment”. IM believes good results are dependent on proximity to partners and target groups, and this enhances good communication, respect, and transparency as well as a good knowledge on the local context.   

IM has been supporting Nepal’s development and humanitarian efforts since 1980 through Nepali partner organization. Since 2010, it has been working in Nepal as a legally registered INGO having its own Country Office in Nepal. From 2015, IM expanded its programs and operations in Nepal with Swedish International Development Agency (Sida) and IM’s own private funding with more focus towards sustainable development and rights-based approaches. IM’s strategic focus 2015-2017 for Nepal is supporting Nepali NGOs for sustainable development and promotion of human rights-based approach to development in the sectors of economic empowerment, quality education, earthquake recovery/reconstruction, and strengthening CSOs. IM is coming to the end of its present strategic period in December 2017 and making preparatory works that are expected to inform its strategic planning for 2019-2023. On this background, IM seeks a detailed context analysis, taking its core thematic areas into consideration and RBA as a cross-cutting agenda of its existing working districts and one potential district in mid-western hills that will guide its next strategic direction and plan. Currently, IM is working at Dang, Kapilvastu, Nawalparasi, Gorkha and Kathmandu districts.

2. Purpose of the assignment:
The overall purpose of this assignment is to carry out a detailed context analysis from human rights perspective (economic, social, cultural, civil and political rights of poor, vulnerable and marginalized groups – both at grassroots and policy level) with a particular focus on i) right to education ii) right to economic empowerment iii) right to health including SRHR and iv) strengthening civil society organizations (CSOs). The proposed study areas include Dang, Kapilvastu, Nawalparasi and Pyuthan districts only.

3. The scope of work:

i) Conduct review and analysis of national, federal and local level government policies, their implementation gap and barriers in terms of the right to education, right to economic empowerment, right to health including SRHR and local governance from the perspective of poor, vulnerable and marginalized communities (right holders) including women/girls, men/boys, LGBTIQ, differently able, and elderly people.
ii) Conduct detailed analysis of right holder’s situation and status on education, economic empowerment, health including SRHR, and access to local governance and decision making from IM’s working areas: Dang, Kapilvastu, Nawalparasi, and Pyuthan. The present coverage of IM is 10 Rural Municipalities including 5800 households in existing districts. In case of Pyuthan, it is a potential district for expansion. However, the Rural Municipalities for the program expansion are not yet identified. So, the analysis will focus on the overall situation on these themes from HRBA perspective.
iii) Provide a well-documented analysis of current socio, economic, cultural, civic and political situation of right holders from the perspective of human rights, poverty, gender inequality and social exclusion. Special focus should be given to a situation of human rights violation, root causes of poverty, marginalization and exclusion in terms of access to free and quality education, girl’s education, agriculture, livelihood, economic empowerment, access to and control over the government and natural resources, access to basic government services, access to and control over land/ property, meaningful participation and representation in decision making, gender-based violence, caste-based discrimination, health including SRHR of right holders group. 
iv) Well documented analysis and impact mapping of environmental and climate-related hazards/disasters, conflict and foreign labor migration to the poor and marginalized groups.
v) Context analysis of CSOs (formal informal right holders groups) in terms of CSO-friendly policies, their status, capacity, challenges and opportunities at grassroots, district and national level.
vi) Well documented mapping of  key  government, non-government  stakeholders, political parties, private sectors and civil society (CSO) actors relevant  to  IM’s  thematic  working  areas with their role, capacities, influences, challenges, barriers and gaps in taking the agenda of a right to education, economic empowerment, CSO strengthening, local governance and health including SRHR. Provide the comprehensive mapping of successful development models from above mentioned relevant actors.
vii) Review of challenges, barriers, gaps, and existing best practices on local governance and accountability.
viii) Based on detailed context analysis, provide general recommendations on opportunities and potentialities for expansion of IM interventions and strategies on right to education, economic empowerment, CSO strengthening, local governance and health including SRHR at Dang, Kapilvastu, Nawalparasi and Pyuthan districts.

Note: This is a broader scope. IM team will clarify in detail about the specific requirements of scope to the shortlisted consultants/firms. 

4. Methodology:
IM promotes the use of both quantitative and qualitative methodologies to accomplish the assignment. Use of participatory methods and tools are encouraged. However, interested consultants/firms are expected to propose detailed methodologies and tools for this assignment which can be agreed by both consultants/firm and IM based on open discussion and mutual understanding.

5. Deliverables:

Consultants/firm need to submit the following deliverables to IM:
• Inception report that includes:
o Consultant understanding of the assignment and its scope
o Research design and methodology document
o Proposed ‘context analysis report template’
o Proposed timeline for the study.
• Presentation of preliminary findings and data prior to drafting a report.
• First draft context analysis report of maximum 30 pages excluding relevant annexes and 3 pages of executive summary.
• Second draft context analysis report of maximum 30 pages including relevant annexes and 3 pages of executive summary.
• Final detailed Context Analysis report of maximum 30 pages that includes 3 pages of executive summary. There should be a separate relevant annexes in line with the outline/contents of the report as agreed with IM in advance.

6. Duration of consultancy service:
Duration of consultancy between IM and the consultants/firm will be from 15th January 2018 to 30th June 2018. The estimated maximum working days would be 70 days within consultancy duration. Any extensions as mutually agreeable will be shared and communicated as needed. The tentative time plan for this assignment are as follows:
• Procurement, negotiations, and contract with consultant services by 15th January 2018.
• Detailed orientation to consultants/firm by 31st January 2018.
• Agree on research design and methodologies by IM and consultant by 15th February 2018.
• Completion of field assignment (project districts and sites, meetings/interactions with right holders and different stakeholders, policy review, and analysis) by 31st March 2018.
• Preliminary data presentation meeting and feedback from IM by 15th April 2018.
• First draft context analysis report with recommendations by 15th May 2018.
• Second draft context analysis report by 15th June 2018 after incorporating all inputs and comments from IM.
• Final context analysis report by 30th June 2018 after incorporating all inputs and comments from IM.

7. Profile of the consultants:
The following education and professional skills and experience are required for the applicants:
• Masters in social science, human rights or development studies or relevant academic fields from a recognized university and acquired proven knowledge in research and studies.
• At least 10 years of proven experience from development cooperation especially in project management cycle, evaluation, research, studies, policy review and analysis preferably in the field of quality education and economic empowerment projects, Economic Social Cultural Rights (ESCR) related interventions and advocacy initiatives at local and national levels.
• Proven experience with strong conceptual and analytical skills/perspectives on Human Rights-Based Approach (HRBA) to sustainable development, policy analysis, Gender Equality and Social Inclusion (GESI), education, livelihood, economic empowerment, governance and civil society organizations.
• Proven experiences of conducting context/problem/situation analysis for programme and strategies development of INGOs and donors.
• Fluency in written English and demonstrated ability to analytical writing and quality report writing.
• Consultants must have a gender-balanced and multidisciplinary team with expertise in human rights, advocacy, gender, education, economic empowerment and research studies etc.
• Consultants/firm should be registered in a VAT.

8. Background documentation:
The relevant background documents that will be made available for the Consultant should include a minimum of:
• IM’s Strategic Platform, Country Strategy Plan, Areas of Work and the Theory of Change.
• IM’s previous Context Analysis, Mid-Term Reviews, and Evaluations report.
• All current and previous annual reports.
• Any current partner project documents and evaluation reports.
• Any baseline studies or other studies carried out under current or past projects.
• Any research or documentation produced by current programmes/projects.

9. Logistics:
IM and selected consultants will agree on the field level logistics later as per the situation.

10. How to apply:
All the interested qualified consultants/firm are required to apply with following documents by 31st December 2017 Sunday by 21:00 hours via email: and
• Covering letter (1-page) justifying relevant experience, expertise, and qualifications.
• Updated CVs (3-pages max) of all the consultants highlighting the relevant experiences, expertise and qualifications and contact details of at least 2 recent referees/employers of similar past assignments.
• A detailed proposed methodologies and tentative action plan (4-pages max) and financial proposal (1-page max) including per day rate and total consultancy service fee in NPR including applicable VAT or consultancy taxes.
• Enclose the latest version of relevant PDF report of similar nature of consultancy assignment undertaken by the consultants/firm.
• IM reserve the rights to ask or obtain further details and documents from shortlisted consultants/firm during the course of proposal evaluation and negotiation processes.
• IM reserves all the rights to reject/dismiss this procurement process without assigning any reasons to applicants/potential consultants.

11. Evaluation criteria:
Total scoring is100 points that include 70 points on technical expertise (consultants relevant expertise and experience, team composition, gender-balanced etc.) and financial scoring 30 points (cost-effectiveness and realistic budget plan).

For further details and more information, please contact via phone to Ms. Sunita Gurung (9801097805), Mr. Keshab Dahal (9801097804), Mr. Govinda Neupane (9801097801) or office phone: 5551419 before 27 Dec 2017. Shortlisted two to three consultants/firms will be contacted for further negotiations.