Terms of Reference for LDF Investment Impact Assessment and Story/Documentary Production in Mogadishu/BRA and SWS

Terms of Reference for LDF Investment Impact Assessment and Story/Documentary Production in Mogadishu/BRA and SWS

       I.            General Information

Title of Consultancy:   Impact assessment of LDF Investments in the Municipality of Mogadishu (MoM) and districts in the Benadir Regional Administration (BRA), and Southwest State of Somalia

Type of Contract:  Local consultancy

Duration of the: 35 days including site visits, reporting and production of impact videos

Expected Start date: 1st November 2022

Expected End date: 5th Dec 2022

Duty station: Mogadishu

    II.            Background of the assignment.

The Municipality of Mogadishu/Benadir Regional Administration (MoM/BRA) is in partnership with the UN Joint Program on Local Governance and Decentralized Service Delivery (JPLG) to create an enabling environment for improved service delivery in the local government and further promote greater stability, through improved legal, policy, and system frameworks.  The UN Joint Programme on Local Governance and Decentralized Service Delivery (UN JPLG) is a five-year joint programme comprising of ILO, UNCDF, UNDP, UN-HABITAT and UNICEF. Under the JPLG projects, UNCDF, among others, is specifically responsible for providing technical assistance to fiscal decentralization, local revenue mobilization and implementation of a discretionary Local Development Fund (LDF) modality for enhancing locally prioritized service delivery and enhancing capacities for sub-national Public Financial Management (PFM)

UNCDF supports the review and development of policy, legal and regulatory frameworks for fiscal decentralization and local revenue mobilization, including innovative approaches for resource mobilization that leverage the private sector, diaspora, and financial institutions.

Within this context, UNCDF, BRA and SWS seek the service of a competent contractor to support some aspects of its work.  In this case, UNCDF, BRA and SWS seek the services of an individual consultant/firm to undertake an impact assessment of the LDF investments.

 III.            Objective of the consultancy.

The objective of the assignment is to assist BRA and SWS in understanding the effects of LDF investments. The LDF, with a footprint in 35 local authorities, is a performance-based discretionary grant designed to promote equitable and effective service delivery and infrastructure development. The grant has enabled the creation of an intergovernmental fiscal transfer system in most states of Somalia and a stream of investments across different sectors of the economy. The LDF programme is well into the third phase, and exit plans are taking place.  This is a critical point to reflect on the LDF and take the learnings from all previous phases. These lessons will be helpful for the new phase of JPLG. The impact of such investments has never been assessed before, and it is crucial to understand the extent of the contribution of the LDF investments toward the target populations and local governments. In partnership with UNCDF, BRA and SWS seek to undertake a comprehensive and systematic assessment of the impact of LDF investments. The assessment aims to build evidence that will discern the impact of the LDF investment and build the knowledge base around the LDF. Lessons learnt from this exercise will also assist the development of a successor programme to JPLG,

The assignment will fall within the following outcome areas:

1. Policy, Legal and regulatory frameworks on local governance and Outcome area
2. Local governments have the capacity to deliver equitable and sustainable services and promote economic development and peace.

 IV.            Scope of Work.

A firm will conduct research to assess the impact of the LDF to help the programme to improve or reorient a programme and to inform decisions about whether to continue, discontinue, replicate or scale up LDF intervention. The evaluation should span a 5-year period - 2018-2021, and sample should cover each sector. Using verifiable data, the assessment should distinguish between short-term and long-term impacts. It should distinguish the impact between stakeholders, who is affected, in what ways, and why?

In order to attract attention, demonstrate the result, and generate discussion about the implementation of LDF in BRA and SWS, a firm will prepare narrative stories and a documentary about LDF investments describing the purpose, intervention, results, and feedback from stakeholders and beneficiaries. Stories must be accompanied by high resolution artistic photographs. The photographs should complement the description and illustrate the beneficiaries who are using the results of the LDF investment.

Detailed Functions / Key Results Expected

Under the supervision of BRA, SWS and UNCDF, the firm will undertake the following tasks

1.         Draft a methodology and set of tools for data/information collection, as well as the list of the sources that will serve the objective of the research. Methodology and tools to be discussed and agreed upon among key stakeholders, including UNCDF.

2.         Draft a guiding note for the requested narrative stories and documentary. The note should include/outline the following elements to ensure quality 1) subject; 2) purposes, points of view, or approaches; 3) forms; 4) production methods and techniques. The note will represent a blueprint for writing stories and developing documentary.

3.         Collect data and information on the impact of LDF investments. The collection of data and information should be carried out through observation and interviews during actual visits to LDF facilities, as well as desk research. Research should be based on well-articulated scientific methodology and reliable and verifiable data. It should include the following:

§  Identify and documents changes that can be observed in relation to the objectives of the LDF intervention

§  Identify the extent to, the observed changes can be attributed to the LDF investments

§  Identify the unintended impacts of LDF investments

§  Identify success factors responsible for the delivery of recognized impacts (e.g. what key contextual factors led to the delivery of impacts), and suggest measures for the programme to enhance the positive impacts.

§  Identify factors of constraints and suggest measures for the programme to reduce the negative impacts.

§  Identifying ‘bottleneck’ factors that led to undesired impacts.

§  Establishing the impact of LDF investments on the environment, governance, peace, social cohesion, economy (Local government’s own source revenue & socio-economic impact), infrastructure base of BRA/SWS, and assess the impact by gender, age, or any other relevant grouping

§  Make recommendations on how the impact of the LDF investments can be amplified

§  Identify at least five LDF impact success stories

§  Collect reliable and verifiable information on the identified success investments

§  Interview stakeholders to capture their views on the impact of LDF investment, documenting in at least four pages per success story on the impact of LDF investments and impact dimensions should cover, among other things, environment, security, governance, peace, employment, social cohesion, economy, infrastructure base of BRA and SWS, livelihoods, poverty alleviation, food security and assess the impact by gender, age, or any other relevant grouping.

§  Prepare impact reports supported by eye-catching visuals and pictures

4.         Make a 10-minute documentary of sampled LDF investments, highlighting the key impact areas such as environment, security, governance, peace, social cohesion, economy, infrastructure base of BRA and SWS, revenues, the income of households, and by gender, age, or any other relevant grouping.

5.         After collecting information and preparing a draft version of the report, as well as a rough cut of a documentary film, to submit to representatives of BRA, SWS and UNCDF.

6.         The firm will conduct the impact assessment for 8 LDF [1] projects in Benadir and Southwest (Daynile School, Abdiazis district admin center, and 2 Markets for Benadir Region) and Under SWS (Hudur Primary school, Baidoa youth centre, Hudur Solar Street and Hudur Municipality)

    V.            Deliverables

·         Inception Report – to be submitted within three calendar weeks of a contract signing. The inception report should elaborate on the methodology, proposed survey instruments, sampling frames and sampling methodology, data gathering method, number of FGDs and the number of participants and locations, draft questionnaires and other survey tools, data processing and analysis methodology, the outline of the final report and schedule of activities.

·         Draft Impact Assessment Reports – to be discussed among the relevant stakeholders to provide comments and to be submitted within three calendar weeks of the date of contract signing.

·         Final Impact Assessment Reports – to be submitted after three calendar weeks of the date of submission of the draft impact survey report. The final reports should be written in a clear and straightforward style, documenting the results of the Impact Assessment by the above terms of reference. The report will be written based on the submitted and including.

o      Executive summary

o      Background: LDF investments

o      Evaluation purpose

o      Evaluation methodology

o      Findings

o      Conclusions (with answers to the Evaluation Questions)

o      Recommendations

o      Annexes (list of people interviewed, key documents consulted, primary data collected)

·         Success stories: At least four success stories

·         Documentary: One short (10-15’) video of HD-quality, expertly edited to tell the story of LDF’s impact in BRA and SWS. The documentary should be suitable for broadcast on TV channels such as BBC World

 VI.            Requirements of Potential Consultancy Firms

Requirements of Potential Consultancy Firms

The target firms are required to send their COMPANY PROFILE not more than 10 pages and to submit a maximum of 5 updated CVs of their experts/staff

The CVs of experts should match the following conditions.

·         Education: At least 3 CV staff with Master’s degree in respective areas of expertise for assessment and documentary production, and one video producer with university degree

·         Two consultants with advanced university master’s degrees in Communication, Monitoring, and Evaluation, Project Management, Development Study, Mass Media, Journalism, lead consultant to have at least 8 years’ experience and another consultant with have at least 6 years’ experience

·         1 Video producer with a university degree in ICT, Communication and at least 5 years of relevant experience in reporting, boss visual and written. Experts must have some experience in generating documentaries, and knowledge of Somalia, its context, and the local language

·         Work Experience: Minimum 5 years of research/consultancy experience in areas of monitoring and evaluation, report visual graphic designing, documentary, research, impact and success stories, at least 3 completed assignments.

·         Knowledge of the operations of the Regions and District Councils in BRA and SWS

·         Language Requirements: Fluency in English and Somali

VII.            General Skills / Other Requirements

1.      Excellent communication, presentation, analytical and interpersonal skills.

2.      Ability to identify innovative approaches to problems in a challenging environment.

3.      Computer proficiency with familiarity with commonly used packages like MS Office, Video Editing and Recording Programs.

4.      Ability to Take, store and present the pictures in the most appropriate and scaled in high contrast.

5.      Ability to interact with different types of social or facilitate the data collection work.

6.      Sound understanding of the political, operational, and service delivery mood of the Local Government, Mogadishu residential areas and the development context of Mogadishu

7.       Experience in working with Local and State Governments within the context of Municipal works and service delivery method

VIII.            Legal/Registration

1.      The firm should be registered legally by respective administrations of Benadir and Southwest.

2.      The firm must have valid permits/licences of the respective areas to work in it.

  IX.            Copyrights

Intellectual Property All information pertaining to this consultancy (documentary, audio, digital, cyber, project documents, etc) which a firm may come into contact during the performance of task outlined in the ToR, shall remain the property of the BRA, SWS and UNCDF who shall have exclusive rights over their use. Except for purposes of this assignment, the information shall not be disclosed to the public nor used in whatever form without written permission of the BRA, SWS and/or UNCDF.

    X.            Technical Proposal

Criteria 1: (Methodology and Workplan) the firm should present its proposed methodology and work plans for the consultancy.

 XI.            Financial Proposal

Criteria 1: Proposed Budget Amount tailored with the Technical Proposal

Interested CONSULTANCY FIRMS who meet the above required qualifications and experience are invited to submit technical and financial proposals. via  to [email protected] copying to [email protected] and [email protected] giving the subject line LDF IMPACT ASSESSMENT IN BRA not later than 15th October  2022 at 5:00 pm

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