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Closes*> March 31, 2021
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HelpAge International
Terms of Reference for the*> Final Evaluation of Programme Grant II/
Humanitarian Programme Plan (2017/2022*> – Accountability and Fulfilment for
Older Persons to Raise their Dignity (AFFORD II) Programme
1. Background
HelpAge International ( [ www.helpage.org ](http//www.helpage.org/) ) is the
secretariat to the HelpAge Global Network, which brings together a wide range
of organisations and individuals working together to ensure that older people
lead dignified, active, healthy and secure lives. HelpAge International is
managing a 6-year (2017 to 2022) multi-country Accountability and
Fulfilment for Older Persons to Raise their Dignity (AFFORD II) Programme
, a social protection programme, funded by Irish Aid. The AFFORD II programme
is being implemented in 4 countries, namely, Ethiopia, Malawi, Mozambique and
Tanzania.
Our Values
Inclusive*> We respect people, value diversity and are committed to
equality.
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Impact*> We value and recognise the contribution of our staff and network
members, as we put older people at the center of everything we do.
Partners*> We work alongside network members and others to increase
reach, influence and impact. We are committed to a culture of collaboration
and building positive relationships.
Learning*> We are passionate about learning, accountable and work
together to find creative solutions.
Everyone who works at HelpAge shares our values and are committed to behaviors
that demonstrate and support them.
Safeguarding*> Everyone has a role in creating and sustaining a safe and
respectful working environment, where no one comes to any harm or is
maltreated. At HelpAge we take our responsibilities very seriously and will
take action against wrongdoing. We will do everything we can to ensure that we
do not engage people that pose a safeguarding risk and will undertake criminal
record checks as required.
Equal Opportunities*> HelpAge International is committed to creating an
inclusive working environment, promoting and providing equal opportunities and
respecting diversity in employment. We welcome applications from all suitably
qualified individuals regardless of their age, disability, gender
reassignment, marriage and civil partnership, pregnancy and maternity, race,
religion or belief, sex and sexual orientation.
1. Programme Goal
The goal of the AFFORD II programme is to enable older women and men in 4
targeted African countries to lead a more dignified, healthy, secure and
resilient lives. The programme is built on the understanding that social
protection is crucial to achieve these goals, and that enhanced accountability
of Governments and implementers to older people, as well as the empowerment of
older people to claim their rights, are requirements of the development of
inclusive, effective and rights-based social protection systems.
Within the AFFORD II programme, social protection is the system consisting of
policies, mechanisms and actions by which Governments and other players in the
programme locations provide regular income in the form of social cash
transfers to older women and men as part of their commitments to. protect
older people against age-specific and other risks that threaten their well-
being and security in old age.
The programme has three objectives namely
> ACCESS*> Older women and men in the targeted countries, including the most marginalised, benefit from increased access to nationally appropriate, inclusive and effective social protection systems.
> ACCOUNTABILITY*> National social and health protection policies, public governance systems and structures at all levels are more responsive and accountable to older women and men’s rights and needs.
> VOICE*> Civil societies and their networks, communities in the programme areas demonstrate more supportive attitudes and actions to promote the voices of older men and women in attainment of their rights and entitlements.
1. Purpose of the Evaluation
The purpose of the exercise is to evaluate the programme in order to determine
the impact on the lives of older men and women in the 4 countries.
The evaluation is expected to use the evaluation criteria of relevance and
strategic fit, overall theory of change, effectiveness, impact, efficiency and
sustainability in the 4 countries.
1. Evaluation Objectives
> To assess if the programme achieved its intended goal/objectives and identify factors that may have contributed to successes or challenges.
> To assess whether the theory of change of the programme guided the achievement towards outputs and outcomes.
> To review the extent to which the programme was relevant to the context and plans of the various countries and the region including beneficiaries and partners.
> To assess the extent to which the programme and its associated implementation strategies contributed to policy changes for the benefit of communities and older persons.
> To assess the contribution of the programme to long term change of the social protection systems in the 4 countries.
> To document lessons learnt from the programme implementation, successful approaches, key challenges and recommendations for future work on social protection, accountability and older people in the 4 countries .
> To assess if the programme and/or its benefits are likely to continue without external support.
1. Evaluation Criteria
The consultants are expected to be guided by the following evaluation criteria
across all activities.
Relevance and strategic fit
> To what extent are the objectives and the interventions of the programme consistent to the needs of older women and men and relevant to partners’ needs.
> To what extent did the programme objectives and interventions consider relevant indicators
> How did the programme respond or contribute to the design and implementation of social protection and national development plans
> To what extent does the programme complement and fit with other partners.
> Is the intervention an appropriate solution to address the challenge of implementing comprehensive social protection systems
> To what extent is the project theory of change representative of how change happened within the programme
> Are the programme design (objectives, outcomes, outputs and activities) and its underlining theory of change logical and coherent
> How realistic were the risks and assumptions upon which the programme logic was based
> To what extent are the indicators described in the programme document appropriate and useful in assessing the program’s progress
> How did the programme strategies, within their overall scope, remain flexible and responsive to emerging concerns with regards to (i) gender and non-discrimination and (ii) inclusion of people with disabilities and (iii) project learning
Effectiveness
> To what extent have the expected outputs and outcomes been achieved or are likely to be achieved in relation to programme objectives and its results framework
> In what areas (geographic, components, issues) does the programme have the greatest achievements Why and what have been the supporting factors
> To what extent did the access to government social protection services provide critical safety net to households with older people against life challenges such as death, disability, hospitalization, crop failure etc
> To what extent can the emerging results be attributed to the AFFORD programme Grant funding
> To what extent has the programme adapted its approach to specific country contexts
> To what extent has the participation of older women and older people with disabilities within social protection systems been enhanced by the programme
> To what extent were the intervention results defined, monitored and achieved (or not), and what was their contribution (or not) towards (i) Gender equality and non-discrimination (ii)Inclusion of people with disabilities
Efficiency
> How well have resources and inputs (funds, expertise, time, etc.) been allocated or used strategically to achieve the expected results
> Have programme outputs been delivered in a timely manner If not, what are the factors that have hindered timely delivery of outputs
> To what extent did the programme budget factor-in the cost of specific activities, outputs and outcomes to address (i) Gender equality and non-discrimination (ii) Inclusion of people with disabilities
> To what extent have programme resources been leveraged with other related interventions to maximize impact, if any
> Has the programme reached sufficient scale and depth for replication and scale up in other countries within the region
Sustainability
> To what extent are the planned results of the programme likely to be durable, maintained or even scaled up and replicated by other partners after major assistance has been completed
> To what extent does the results of the intervention likely to have a long term, sustainable positive contribution to the relevant targets/beneficiaries
> To what extent has the programme developed scalable and replicable models that can be used for future programming
> Did the programme enhance local ownership and capacity to influence policy
Scope Area
The evaluation will be conducted in 4 countries namely, Ethiopia, Malawi,
Mozambique and Tanzania.
Scope Beneficiaries/respondents
Key stakeholders and partners who played a critical in the exercise will
include but not limited to the following
> Ethiopia*> Ethiopia HelpAge Country Office, Ethiopia Elderly and Pensioners Association (EEPNA).
> Malawi*> Malawi Network of Elder Persons Organizations (MANEPO).
> Mozambique*> Mozambique HelpAge Country Office; APITE (Tete); ACIDECO (Manhica) and Anglican Church (Maputo and Xai Xai).
> Tanzania*> Tanzania HelpAge Country Office; JUWAZA II (Zanzibar) and KIWWAUTA (Mbeya).
> Regional office*> Regional Programme Manager-Social Protection
> Ministries of Labour and Social Affairs (both at National and Regional levels)
> Ministries of Finance and Economic Development.
> Older Persons aged 60 years and above.
> Older Persons Associations (OPAs) and Older Citizen Monitoring Groups/Older Persons Forum.
> Either International Labour Organisation (ILO), UNICEF and Donor Group for Social Protection National Platforms (SPNP) depending on different engagements per country.
1. Evaluation Methodology
It is envisaged that the evaluation will adopt participatory approaches
involving the use of mixed methods. However, the consultants will propose and
design a suitable methodology in line with the evaluation objectives.
The consultants will among other things
> Work closely with HelpAge regional, global and country thematic (i.e. social protection and MEAL).
> Review of programme monitoring data and records.
> Use existing quantitative data (baseline report, mid-term report, annual reports and routine monitoring)
> Conduct focus groups and/or in-depth interviews with staff, partner’s, participants and stakeholders
> Conduct one or more qualitative in-depth case studies per target country to explore and document lessons learnt from the programme implementation, including successful approaches, key challenges and recommendations for future work on social protection, accountability and older people in the 4 countries.
> Facilitate orientation / meeting with organization’s country office key staff and management to clarify expectations and desired outcomes, review and confirm activity and logistics plans.
> Train enumerators/surveyors; Pre-test data collection instruments
> Manage mobile data collection using final data collection instruments
> Develop data encoding tools and analysis plan and encode and analyse data (including baseline comparison)
> Prepare draft evaluation report outlining evaluation process, programme achievements, constraints, lessons learned, recommendations, next steps/ action plan
> Conduct debriefing meetings with staff/stakeholders/ partners to review preliminary evaluation findings.
> Finalize 5 Evaluation Reports (4 country and 1 regional report) that includes recommendations and explain how these changes would improve programme outcomes and sustained impact.
1. Deliverables
1. In light of the above, the consultant(s) will submit; Inception Report (IR) detailing inter alia proposed work plan, methodology that will be agreed upon between the consultant and HelpAge.
2. Data collection tools Develop the data collection tools and have them approved by HelpAge International and partners before data collection, analysis, interpretation
3. Draft Evaluation report The firm/consultant will prepare a draft evaluation report with details of findings, recommendations and lessons learnt for review by HelpAge International.
4. Validation workshop Hold a validation workshop/meeting with relevant HelpAge programme staff and stakeholders as part of the awareness and feedback.
5. Revise the draft report based on the feedback
6. Four (4) qualitative in-depth case studies, one per target country
7. Final Evaluation report Produce 5 final evaluation reports for countries (4) and the (1) region, which will be a consolidation of the 4 country reports.
8. Provide HelpAge with all data. This will be both in electronic and hard copy (MS Word document, PowerPoint slides).
1. Timeframe and Cost
The evaluation will begin in the month of April 2021, however preliminary
works may begin earlier such as development of the tools and review of the
final evaluation study design.
HelpAge will cover for the firm/consultant’s air tickets on economy class to
the four countries (Malawi, Mozambique, Ethiopia and Tanzania), accommodation
on bed and breakfast plus airport transfers and in-country logistics including
field activities. All other costs shall be borne directly by the
firm/consultant.
Payment will be based on submission of deliverables that are satisfactory and
have been assessed by the HelpAge team to be of good quality. Taxation laws
will apply on the overall consultancy fee.
The following payments will be paid to the firm/consultant using an agreed
mode of payment.
> 30% of the contract value after the submission and approval of the inception report
> 30% of the contract value after the submission and approval of the Interim Final Evaluation reports (4 country reports and 1 consolidated report)
> 40% of the contract value after the submission and approval of Final Evaluation Reports (4 country reports and 1 consolidated report)
9\. Ethics, Safeguarding and Code of Conduct
The firm/consultant will be working on behalf of HelpAge and will be required
to sign and adhere to the Safeguarding Policy and ethical guidelines.
The firm/consultant will make clear to all participating stakeholders of all
ages that they are under no obligation to participate in the exercise and that
it is purely voluntary. All participants will be assured that there will be no
negative consequences if they choose not to participate.
The firm/consultant must obtain informed consent from all participants. The
firm/consultant must receive prior permission for taking and use of visual
still/ moving images for specific purposes.
The firm/consultant will assure the participants the anonymity,
confidentiality and will assure the visual data is protected and used for
agreed purpose only. As regards the documentation, the title rights,
copyrights and all other rights of whatever nature in any materials used or
generated under the provisions of this consultancy will exclusively be vested
with HelpAge International.
10\. Qualifications and Experience Required
1. Post-graduate degree in Social Sciences, Statistics, Public Engagement, Communication and related field.
2. Minimum of 10 years’ relevant professional experience in social sciences, social protection and research.
3. Strong background and experience in data collection and analysis.
4. Proven experience in undertaking evaluation/research or leading evaluation/research teams, with outstanding skills in qualitative and quantitative research and data analysis using relevant software such as STATA, CSPro or SPSS;
5. Technical expertise in evaluating social protection, social accountability, advocacy and rights programmes; and ability to draw strong and valid conclusions.
6. Excellent communication and report writing skills.
7. Firm/Consultant with Associates in the programme locations will be an added advantage.
8. An Evaluation team conversant in one or more of the following languages Portuguese, Swahili, Amharic and Chichewa will be an added advantage.
11\. Submitting Expressions of Interest
All interested Individuals/firms are requested to express interest using the
following attached EOI format by email to [ Hr.Africa@helpage.org
](mailtoHr.Africa@helpage.org) by 31 st March 2021.
For the expression of interest form, please click on “To APPLY” on the right
hand panel of this page
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