Feasibility study consultant Amman "Terms of Reference
For Feasibility Study of BMZ programme in Jordan and Lebanon
Position: Feasibility study consultant
The inquirer: Noor Al Hussein Foundation/ Institute for Family Health NHF/IFH and HelpAge International
Place of Work: Jordan and Lebanon (Remotely)
Timeframe: 3 weeks, during June 2021
Introduction of Noor Al Hussein Foundation/ Institute for Family Health NHF/IFH
NHF is a non-governmental local organisation in Jordan that provides integrated healthcare including medical and reproductive health services, psychological, social, and legal counselling, and services for children with disabilities. NHF also leads national gender-based violence initiatives, conducts human rights awareness programmes, and implements capacity building for community-based organisations and other national and international organisations. Since 2012 they have an ongoing emergency programme for Syrian refugees in Zaatari and Azraq camps, supporting the most... vulnerable people with mobility aid items, PSS support and other medical humanitarian assistance.
Introduction of HelpAge International
HelpAge International is an international non-governmental organisation with headquarters in London. It is also the secretariat to a global network of 160 organisations whose goal is to create a fairer world for older people so they can live safe, healthy and dignified lives. HAI has been present in Jordan since 2017, working with and advocating for the rights of older men and women throughout the Kingdom from both refugees and host communities through community-based protection, home-based care, and work to increase the inclusion of older persons in humanitarian response.
Background of the planned project
Noor Al Hussein Foundation/ Institute for Family Health NHF/IFH, AMEL, Makassed and HelpAge International are developing a project which, if approved, will be funded by the German Federal Ministry for Economic Cooperation and Development (BMZ) under the Development Cooperation DevCo (PT) funding line. The project title is Improving access to basic care services for the elderly through civil society structures in Lebanon and Jordan and will be implemented in Jordan and Lebanon.
Objectives and tasks
Objective of the feasibility study
The objective of the feasibility study is to provide NHF/IFH and HelpAge with sufficient information to justify acceptance, modification, or rejection of the anticipated project. Furthermore, the study will provide NHF/IFH and HelpAge with a well-founded basis for the further development of the project concept, in which the prerequisites, opportunities and risks have all been clarified. By going through this process, the effectiveness of the project will be increased, and unsuitable investments will be avoided at an early stage.
Tasks of the consultant
The consultant will be responsible for planning and implementing the feasibility study, including forming and leading of the feasibility study team. The feasibility study is supposed to inform IFH, HelpAge and the donor (BMZ) on aspects such as the feasibility of the activities and the likelihood of achieving the desired results. The study will also look into feasibility of timing and activity budget according to the planned interventions. The recommendations and findings will serve as recommendations and insights for the development of a final proposal.
Close consultation with NHF/IFH and HelpAge at every step is required. The consultant will receive a draft log-frame and project design at the beginning of the assignment.
In detail, the consultant will be responsible for:
Developing detailed study design including a timeline covering phases and processes of implementation, research techniques, sample and methods used in each phase. The research design needs to be approved by NHF/IFH and HelpAge.
Elaboration of a detailed sector analysis, including but not limited to:
2.1. Current situation in the sector
2.2. The potential of the sector to absorb person with specific needs (male and female)
2.3. Activities of other donors / implementing organizations with view to possible synergies
2.4. National priorities for the older people inclusion and participation strategies specially with the Health sector
2.5. Appreciation of the necessity of the project in the light of the analysis
Elaboration of a detailed target group analysis, including but not limited to
3.1. Number of beneficiaries
3.2. Type of beneficiaries (age, gender, sex, disability, etc.)
3.3. Interrelations between the stakeholders
3.4. How will the target group including the local partners contribute to the achievement of the project goals?
3.5. How the project design reflects the active participation of the target group and increases their ownership and commitment during and after project implementation?
Elaboration of a detailed institutional analysis, including but not limited to:
4.1. Stakeholder Map
4.2. SWOT for each stakeholder
4.3. Recommendations for the institutional set-up
Elaboration of a detailed risk analysis, including political, socio-economic, logistical, and environmental risks as well as mitigating actions that lie within the scope of the project.
Review of the Logframe, including indicators for project overall objective (impact), project objective (outcome) and specific objectives (output) as well as assumptions.
Collection of baseline data and assessment of the baseline situation. Guiding questions:
What is the (baseline) situation in the region, the country? What are the older people participation strategies of Jordan and Lebanon?
What problems have been identified? What are the causes for these and what impact are they having on the living circumstances of the population and on which sections of the population in particular?
How will the project be adapted to the Jordan and Lebanon context? Is using one project approach for both countries more efficient and more sustainable?
What need has been derived from the analysis of problems? How has this been/is this being determined?
What is the background and the previous history of the planned development measure and the rationale for the desired impact? Whose idea was the project?
Are there any previous experiences or pilots that can be built upon or that can already show that the approach proposed in the project is promising?
Are there any alternatives to the planned project or to component parts of it?
Review of staffing concept, including:
8.1. Number and profile of experts and support staff
8.2. Number of man days / man months needed for each staff
8.3. Is there capacity building of local partners' activities? is it needed? doable? sustainable?
8.4. Recommendations for capacity building measures necessary for the local partners NHF/IFH
Review of project budget based on the work plan and staffing concept.
The study should analyze the situation and the problems addressed by the intervention. In this process thorough analysis should be made for the level of involvement and the impact on target group (direct and indirect beneficiaries) and stakeholders.
The framework of assessment for the study will be based on terms of the OECD/DAC and BMZ criteria of relevance, effectiveness, efficiency, impact, sustainability and coherence and the planned project should be critically reviewed in line with these. Additionally, the study will evaluate the criteria of equality, innovation and accountability & learning. Based on that recommendations should be provided on how to improve project concept and project interventions. The study will answer the questions for each assessment criteria, as follows:
Guiding questions, including but not limited to:
To what extent are the objectives and anticipated outcomes of the project valid in the light of national development priorities, adaptation, and mitigation strategies and NHF/IFH/HelpAge priorities? To what extent does the proposed project intervention meet the demands of the target population and other concerned stakeholders? What is the project location and coverage and why have these been selected? What is the background for choosing the problems addressed in the project? Have problems been identified and how? What are the causes? What effects do these have on the living conditions of different population groups and on the target, group addressed by the project? How relevant are the problems addressed by the project to the country context and the specific area of work, and to the needs of the target group? Based on the problem analysis what needs have been found and how were they determined? What changes are planned to happen after project completion? What risks could arise?
To what extent are the objectives likely to be achieved given the existing framework conditions? What are the major factors influencing the achievement or non-achievement of the objectives? Has the project foreseen and included risk management tools, beneficiaries security and confidentiality measures, ethical behavior of project staff and volunteers? Are the planned outcomes, results and activities appropriate with regard to the needs identified? How do these report to timescales, inputs, logistics, risks, assumptions? Are the planned activities appropriate to achieve the project objectives? Are there appropriate indicators planned for the activities and mechanism to measure them? Is desegregation considered for planned indicators (at least age and gender)? Has the project a monitoring and evaluation mechanism? Is there capacity building planned for project staff and actors in M&E? Are there tools planned to identify the desired target group of beneficiaries and to cover this group throughout the project lifetime? How will the project ensure sustainability of actions and are there follow-up actions planned to ensure sustainability? Would an alternative approach be more appropriate or successful in achieving the project objectives (please include pros and cons statement for the different options)? Is the project logical framework meaningful for the overall goal of the project? How suitable and informative are the indicators included in?
Can the project goals be achieved with the available resources? Are the investments justified compared to the targeted effects? Which possible alternative ways are there for implementing the project? Are the projects outputs likely to be used by the target group? What financial, institutional and human resources will be necessary for the planned actions? Are the activities planned in a cost-efficient way and do they offer value for money? Is the work plan/ timeframe of the proposed intervention planned realistically? Has there been taken into account risk of inflation and fluctuation of currency rates, in the context of the project country? How is communication and coordination planned for the project between various levels of interventions? Is this appropriate to ensure efficient management and accountability? Is there an accountability mechanism in the project? Does this ensure communication of the level of satisfaction of beneficiaries and other emerging needs? Is there a plan to establish good cooperation of the project with stakeholders and partners? Is the proposed intervention and regional approach the most efficient way to achieve the desired outputs compared to alternative approaches?
How many people are likely to be directly and indirectly affected? Which are the potential personal and / or institutional impacts resulting from the capacity development measures? Which are likely positive and negative, intended, or unintended, political, socio-economic and environmental effects? What change in behaviors or attitudes can be expected? To what extend is a scaling-up of the project as a whole or of certain project components likely? To what extent will the project have a structural impact? Is the project intended to serve as a model for broader impact? How is the impact estimated at the level of the target group and at the level of society? (Is the main impact to be expected at micro, meso or macro level?) Is the target group well-chosen in order to achieve the intended changes? Are there selection criteria defined to ensure accurate targeting of the intended beneficiaries? Are the selected indicators appropriately and SMART? Is there a long-term impact estimated for the project?
Which are the potential personal and / or institutional impacts resulting from the capacity
To what extend can technical, financial, social, and ecological sustainability be assured after the funding periods? Linked to technical sustainability: Will the target group be able to continuously capitalize the project? Can the activities be integrated into an existing system? Linked to financial sustainability: Is the project likely to attract further funding? Is the project likely to be economically self-sustaining? Linked to social sustainability: Which possible social changes can positively or negatively influence the projects sustainability? Linked to ecological sustainability: Which possible ecological changes can positively or negatively influence the projects sustainability? What are the major factors influencing the achievement or non-achievement of sustainability of the project? How can the sustainability of the intended results and impacts be ensured and strengthened (financially, structurally/ institutionally, ecologically)? Which role/ responsibility do the state and/ or civil society have? To what extent will the project be able to build on local potential, institutions and procedures? What measures and instruments are best suited to harness and strengthen local ownership and initiative, participation, and capacity? Is there phase out assistance foreseen in the project? Does the project include capacity building and investment in institutional consolidation, as a pre-requisite of sustainability? Has the project models and actions to be further undertaken by any of the project actors? Does the project foresee collection of evidence, lessons learned, researches/evaluations or resources produced to further contribute to the development in the area?
To which extend is the project complementary to similar projects in the area? To what extend can the interventions be coordinated with other donor/funding sources?
Is the project adequately addressing identified age, gender-based and other social
Are the most vulnerable groups being effectively reached by intended project interventions?
What specific innovations is the project introducing in addressing the needs in the target areas?
Is there a mechanism for sharing project information and results to and for receiving feedback from all stakeholders?
Are the roles and responsibilities of stakeholders clearly defined in all project interventions? What mechanisms are there for learning and how effective are they? How effectively are lessons learnt and best practices shared among stakeholders?
The methodological design of the feasibility study will be proposed by the consultant and must include a combination of quantitative and qualitative research methods such as literature review, data collection and analysis, semi-structured interviews, focus groups discussions, key informant interviews and workshops. Given the current circumstances of COVID-19 and the restricted access to some project areas, the consultant will be advised to conduct the study remotely and adapt his/her methods accordingly.
The choice of method must take into account the needs and capacities of the different target groups and stakeholders (youth with disabilities, women at risk, older men, older women, older people with disabilities, environment agencies, humanitarian actors staff and local partners, local and district government representatives, etc.).
4. Intended users of the feasibility study
The feasibility study will be used by NHF/IFH, HelpAge, Amel and Makassed organisations, for updating the design and the implementation of the project.
5. Geographical scope
The feasibility study is to be undertaken for a programme that will be implemented in Jordan and Lebanon.
Inception report having detailed study design data collection tools.
Draft report (max. 25 pages), based on tasks 2-10 as mentioned above, to be submitted to NHF/IFH and HelpAge before the workshop discussing the draft
Final report includes summary (max. 25 pages), based on tasks 2-10 as mentioned above, no later than one week after reception of comments on the draft report
The consultancy period 01.6.2021- 21.6.2021, starting from the agreement contract sign-off date and ending when the final feasibility study report has been formally approved by NHF/IFH and HelpAge International.
Kick off with NHF/IFH and HelpAge
Field work of the consultant Submission of first draft
Report revision by consultant Submission of final report after incorporation of
8. Qualification and experience required
The firm must have an experience of more than five years related with the assignment.
The proposed team by the form for the assignment needs to have the following educational background and experience.
MSc degree with demonstrable expertise (at least 10 years) in social sciences, psychology, legal area, or related area
Demonstrable experience (at least 5 years) in research/evaluation of complex programs related to the sectors, research, and analysis.
Demonstrable experience in project management in a humanitarian development peace cooperation context in Middle east
Ability to conduct high quality research, meet deadlines and respond to requests and feedback provided timely and appropriately.
Excellent track record in designing and conducting quantitative and qualitative research, analysis, and evaluation.
Experience in undertaking research with most vulnerable communities
Knowledge of Jordan and Lebanon governance and cultural context.
Knowledge of rights-based approach: previous experience conducting research with vulnerable groups will be considered an asset.
Excellent and demonstrated understanding of protection, gender and inclusion mainstreaming issues in research and project design.
Excellent written and verbal communication and reporting skills in English
Good communication skills, advanced use of computer and internet.
The technical and financial offer shall be in different documents. The budget shall be reasonable and specific to the costs that will be incurred, with a very maximum of 5000 Euros.
The consultant is responsible for obtaining the necessary permissions to implement the data collection at the respective level.
11. Ethics and vulnerable group protection
The consultant is obliged to respect the following ethical and beneficiarys protection requirements:
Fair and inclusive: The consultant should seek the views of various stakeholders: older people with and without disabilities, their families, humanitarian actors, community, partners and government actors and be able to identify and address potential conflict of interest and unequal power relationships. Special efforts should be made to make the research process Older people centred and sensitive to protection, age, gender, and inclusion mainstreaming.
Conflict of interest: The consultant must demonstrate the necessary independence and declare any conflict of interest and potential biases, including bias towards any of the stakeholders, target groups, types of research methodologies or approach, social, political or religious prejudice.
Based on rights and ethics: The consultant must respect the rights and dignity of participants as well as comply with relevant ethical standards and HelpAge Policies and Code of conduct. The research must ensure appropriate, safe, non-discriminatory participation, a process of free and un-coerced consent and withdrawal and confidentiality and anonymity of participants. The informed consent of each person (including persons with disabilities) participating in data collection should be documented.
Submission of proposals and criteria for evaluation
The interested consultant / consultancy firm is invited to submit the following application documents:
Proposal, not exceeding 4 pages, outlining how the consultant(s) meet the selection criteria and how they intend to implement the tasks 1-10 mentioned above
A proposed workplan with time frame
Financial proposal detailing consultant(s) daily fees. And amount proposed will be subject for Income Tax deduct for Jordan law.
CVs of the consultant(s) who will undertake the study
3 references need to be provided
Criteria for the evaluation of the technical proposal:
Experience in domestic violence, gender-based violence, gender equality, discrimination, human rights
Quality of the technical proposal including workplan
Qualification of the proposed experts
Technical proposals must achieve at least 70 points for the respective financial proposals to be opened.
Evaluation of the financial proposal: Every financial proposal receives several points (F) over 100. The maximum, 100 points, will be attributed to the lowest financial offer. For the remaining financial offers, the calculation will be as follows:
F = 100*Pmin/P
financial offer in question Pmin: lowest financial offer
Establishment of the overall rank: N = 0,7*T + 0,3*F
The contract will be awarded to the consultant / consultancy firm scoring the highest N.
Please submit all above documents via email only to Falastine Abuathieh: [email protected]
The deadline for proposal submission is 09/06/2021
Feasibility study consultant Amman HelpAge International Jordan Office Amman