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Call for proposals - Monitoring Framework Development

Background

WIN was launched in 2006 and its secretariat is hosted by Transparency International in Berlin. It is an action oriented coalition of individuals and organizations that are able and willing to support the cause of increasing Water Integrity benefiting poor people in helping to prevent or reduce corruption in water with a focus on:

  • Integrated water resource management (IWRM),
  • Drinking water supply and Sanitation,
  • Water for food and
  • Water for energy

Water Integrity and transparency contributes to:

  • Poverty reduction
  • Achievements of the MDGs
  • Sustainable development of economies and societies
  • Sustainable environment

The 2007 and 2008 activities resulted in increased visibility of the Water Integrity Network and wider recognition of its relevance. Key results include the Global Corruption report 2008, co-published with Transparency International, a synthesis of regional workshops in 2007 and 2008 reporting on increased understanding and information about corruption and water integrity, a series of easy to use case studies as well as a rapid growth of membership. It also launched the pilot phase of the WIN Small Grants Programme to stimulate action on the ground.

Based on the positive response received from its members, partners and different donors WIN aims to step up its activities and to take a collaborative and facilitating leadership role in ensuring follow-up of the section of the Global Corruption Report 2008 dealing with the water sector.

WIN developed a Strategic Framework for Action (SFA) 2009-2015 based on the GCR 2008, consultations with members, strategic partners and donors, the result of a membership survey and an independent Strategic Forward Looking Review of the WIN initiative. The SFA provides the basis for the course of action set out in this document for the period 2009 to 2015. Based on this framework, and a new funding proposal 2009-2013, three original donors are currently providing new financial support for WIN, and Swiss Development Cooperation (SDC) has joined the donor consortium.

During 2009, new funding was gradually put in place and implementation of the new Strategy started in January. The pace of work accelerated during 2009 and at the time of developing this annual plan for 2010 the WIN secretariat was recruiting more staff to match the ambitions with the means needed to achieve the outputs and outcomes within the planned time frame.

WIN’s priorities in 2010
In relation to its outreach model, the priorities during 2010 are as follows:

A. Making headway in WIN’s country based programme including fundraising

  • Development of partnerships of country based Water Integrity Action
  • Finalizing 6 country based water integrity surveys including validation through multi-stakeholder national events and establishment of WIN coalitions or initiatives in the countries concerned.
  • Testing and validating monitoring framework for impact with 3-4 key indicators per sub sector
  • Strategizing follow-up of the small grants pilot programme including building a coalition of donors supporting the initiative.

B. Strengthening the global programme and regional focus

  • Strategic communications and dialogue
  • Partnerships for advocacy and capacity development in regions
  • Tool and training module development
  • Pilot courses for advocacy and coalition building
  • Network activation for learning and sharing in Spanish and French language zones

C. Improving WIN governance

  • Strengthening strategic cooperation with founding members
  • Development of complete governance document
  • Formalizing planning and reporting cycle

The monitoring framework needed

It is essential for good governance and management that a combined management information and monitoring framework is developed and tested in relation to WIN’s outreach model and growth scenario.

Monitoring concerns three levels. The first level concerns tracking the core activities of the WIN secretariat (WIN-S) and the International Steering Committee (“zone of control”) which will be reported upon by WIN-S on a routine basis. The second level, the area of influence, concerns the activities and outcomes under country programmes and partnerships requiring coalition building and co-funding and which are not under full control of the WIN as such. The wider impact of the WIN also needs to be monitored and a plausible set of monitoring indicators is required.

This monitoring framework should be available for testing during the first half of 2010.

This framework should fit the Strategic Framework for Action 2009-2015 and will concern the following in relation to our outreach model:

  1. Tracking outputs (Quantities)
  2. Tracking results (Zone of control, smart result indicators and sources of verification)
  3. Monitoring outcomes (Zone of influence, partnerships and country based processes)
  4. Monitoring impact (Indicators of change, not necessarily to be claimed by WIN only)

Terms of reference

  • Help develop an initial simplified overall monitoring framework for programmatic activities and actions at global as well as the country level
  • Relate this framework to the Strategic Framework for Action 2009-2015 (see: www.waterintegritynetwork.net ) and an indicative planning 2010 which will be provided to the winning bidder)
  • The monitoring framework must be applicable to multiple water sub-sectors in a variety of countries, but simultaneously remain user friendly and inexpensive to apply with a minimum number of aggregate indicators.
  • The framework will consist of the following elements (in relation to the WIN outreach model):
    • Tracking outputs (Quantities)
    • Tracking results (Zone of control, smart result indicators and sources of verification)
    • Monitoring outcomes (Zone of influence, partnerships and country based processes)
    • Monitoring impact (Indicators of change, not necessarily to be claimed by WIN only)
  • Complete the draft monitoring framework by 20 December 2009 for testing during the first half of 2010 in at least two different countries where WIN has country-level operations (Uganda and potentially Viet Nam)
  • Update and finalize the monitoring framework as required, based on field-testing at the country-level
  • Advise on the development of the first Water Integrity Monitoring Report in 2010.

Indications for the selection procedure

  • The assignment is for an estimated 15 days for an individual international consultant.
  • Travel costs will be covered directly by WIN under standing TI rules, but should be included in the financial estimate/proposal.
  • The proposal should contain a participatory element whereby the perspective of WIN-S and WIN-ISC can be included in the final output.
  • Proposals will be scored on the basis of:

Curriculum vitae/track record of the consultants (40%)
Proposed approach (30%)
Financial proposal (30%)

The deadline for submission of proposals is 23 November 2009. Proposals should be submitted electronically (in English) to the WIN Manager, Mr. Teun Bastemeijer, at tbastemeijer@win-s.org

NGO Security and Protection trainer

Transparency International seeks:

An NGO Security and Protection Trainer To prepare a general training for TI National Chapters on "assessing and preparing for threats, harassment and attack."

Deadline for the project completion by end of 2009

SUMMARY

Transparency International (TI) is looking for expressions of interest from professional trainers/consultants in the area of security and risk assessment training.

Specifically, TI’s International Secretariat (TI-S) is looking for a trainer/consultant in protection and security issues to assist Transparency International National Chapters in reviewing and planning of proper response to threats, harassment including detention and physical attack.

The consultant would bring together existing publicly available materials concerning personal security and organizational preparedness for NGOs working in hostile environments to prepare and pilot a standard 2 day general training and develop a workshop facilitators’ guide which can then be used by others-

Topics of the general security training would include:

  • Physical premises review
  • Risk assessment of local political climate leading to threats
  • Preparedness of staff for different security scenarios (telephone threats, arrest, office closure, etc.)
  • Data and Internet security measures
  • Networking for solidarity and mutual assistance among civil society involved in social justice issues (human rights, freedom of expression, natural resource transparency)
  • Advocacy – local and international – in response to security-compromising events

Due to project funding, the deliverables (training and facilitator’s guide) must be completed by 20 December 2009.

BACKGROUND

TI is the global civil society movement leading the fight against corruption. Through more than 90 independent national chapters worldwide serviced by international secretariat in Berlin, Germany, TI raises awareness of the damaging effects of corruption and works with partners in government, business and civil society to develop and implement effective measures to tackle it.

TI has recognized a need for an organizational response to the attacks, threats and harassment against its membership. In recent years, TI like other civil society groups around the world, has observed an alarming narrowing of the political pace they operate in, and have experienced increased levels of individual or collective threats, harassment and attack. In recent years, that threat appears to be heightened by TI National Chapters' Advocacy and Legal Advice Centres (ALACs)m which are walk- or call-in corruption complaint offices. Most TI centres have a toll-free telephone hotline and a database of confidential reports. Within the next 18 months, some 60 countries will have Advocacy and Legal Advice Centres (ALACs) will be in operation by National Chapters in Latin America, Africa, Central and Eastern Europe and the Asia-Pacific region.
TI has noted with alarm a growing number of attacks, threats and harassment against anti-corruption activists, ranging from detention (DRC, Niger 2009, Gabon 2008), death threats (Nicaragua 2008) to physical attack and abduction (Sri Lanka 2008, March 2009; Liberia November 2009). At an organisational level, it has become common for security forces to intimidate TI National Chapters by overt surveillance. In many countries, TI National Chapters have been accused of anti-patriotic sentiment and vilified in state-owned media or subjected to groundless, invasive financial audits. In a few, TI has received threats of closure.

OBJECTIVE

To build a strong understanding among TI National Chapters of how to assess, prepare and react to threats, harassment including detentions and physical attack through the preparation of a general training package for other, non-experts’ use.

DESCRIPTION OF SERVICES AND OUTPUTS

The consultant will undertake the following services:

  1. Develop a two day workshop on security assessment, mitigation and response (as per the topics outlined above). Note: This will include reading background documents and discussing by telephone with the NC.
  2. Facilitate the draft workshop in a National Chapter
  3. Based on the experience of (2), develop a workshop facilitators’ guide

The facilitators’ guide would be used as the basis for TI National Chapters worldwide to understand better how to apply pubic resources available on NGO security and protection to their specific national context.

Any required programme materials and relevant internal reports will be provided by TI-S. Direct phone contact with National Chapters to identify needs and experiences prior to the workshop can be arranged subject to discussion with TI-S. A modest project budget would allow only one (or two) short country visits to TI National Chapters to assist in training development.

DEADLINES AND BUDGET

It is estimated that the consultancy will require a total of 7 days, as per the following working days:

  • Preparation of workshop: 2 days
  • Facilitation of workshop (including travel): 3 days
  • Production of workshop Facilitators’ guide: 2 days

The outputs need to be delivered by 20 December 2009.

CONSULTANCY REQUIREMENTS

  • Proven experience in providing NGO security and protection training to enhance capacity of civil society organisations to protect themselves;
  • Proven experience of engaging with diverse multi-country groups and programs;
  • Good knowledge of social justice and civil society issues, with previous engagement on issues related to data security in providing legal advice as a distinct advantage;
  • Excellent spoken and written language skills in English
  • Excellent Training of Trainers and facilitation skills

PROCESS

TI is accepting cost expressions of interest from firms, individuals and organisations.

The level of effort required (preparation, participation in the workshop and follow-up) is not expected to exceed 7 days, including any proposed travel.

Costing can be based on daily rates or as a lump sum.

Applications must be in English and contain the following elements:

  • A letter of interest detailing the consultant’s relevant expertise and related experience;
  • An initial outline of the approach that the consultant is proposing to use for preparing the training package on NGO security and protection issues;
  • A cost estimate for delivery of the above-described services and outputs which includes a breakdown to level of effort and expenses incurred (including any tax where applicable);
  • A reference with contact information for at least two previous relevant employers

The closing date for expressions of interest is 14 November 2009 with phone interviews expected to take place in the following week.

Applications should be sent electronically to the following address: ckelso@transparency.org

Please indicate “Security training submission” in the subject line of your e-mail application.

Terms of reference: Flash Development for website infographic

SUMMARY

Transparency International (TI), the global civil society organisation leading the fight against corruption, is seeking proposals from Flash developers for the creation of an interactive online infographic.

The topic of the infographic will be political financing.

  • The data for the presentation will be based on a survey of 15 countries.
  • There will be one questionnaire for each country, completed by one expert researcher.
  • The questionnaire contains 41 questions.
  • There are 21 questions about the law in the country studied, broken into four subsections.
  • There are 20 questions about standard practices in the country studied, broken into two subsections.
  • The presentation must be colourful and interactive and accessible through a single Web page.
  • The product must be scalable in case data from additional countries should be added in the future.
  • The product must be reusable with updated data in case the surveys are repeated annually.
  • The product must be visually branded with the Transparency International corporate design.

The objective of the infographic will be to make the survey results clear and accessible to our website visitors. We are seeking creativity, interactivity, originality, and usability.

Although our data set will be much smaller, for an example of the type of infographic we are seeking please see:

http://www.idea.int/parties/finance/db/

or:

http://www.nytimes.com/interactive/2009/03/07/nyregion/20090307-nyc-poll.html?scp=8&sq=Interactive%20New%20York%20Poll&st=cse

Development will take place at the developer’s place of business. Transparency will not provide office space, hardware, or software for the development process.

TERMS AND CONDITIONS

  • The developer will be credited publicly.
  • The developer will retain no rights to the finished product. Source code need not be shared. Transparency International will distribute this tool internationally as freeware.

TIMELINE

Vendor selection will be announced by November 20. A concept draft should be presented by Dec. 1. A working prototype must be presented by December 15, 2009. Testing, revisions, and implementation will take place in January, 2010.

PROPOSAL REQUIREMENTS

Transparency International is accepting proposals from individual consultants, partnerships, or firms. All proposals must be received by November 15, 2009.

The proposal must contain the following:

  • A detailed development timeline including at least a design phase, a development phase, a review phase, and a testing phase.
  • A cost breakdown for each phase.
  • A total cost of the project.
  • An hourly rate for post-project product maintenance or enhancement.
  • A summary of vendor experience in the field.
  • Clear identification of the legal identity or identities of the vendor’s business entity for this project.
  • A relevant portfolio of finished projects.

VENDOR REQUIREMENTS

  • Proven experience in development of sophisticated Flash interactive infographics;
  • At least two references from previous customers.

Vendor selection will be based on references, vendor qualifications, and quality of previous offerings.

CONTACT INFORMATION

Please send proposals or questions by email to Thom Quine at tquine@transparency.org

Terms of reference: Communications Trainer to provide training to selected TI National chapters

SUMMARY

Transparency International (TI), the global civil society organisation leading the fight against corruption, is looking for expressions of interest from professional trainers/consultants in the area of communications.

The trainer/consultant would carry out a one-day training on effective communications strategies with a focus on storytelling as part of a one-week advocacy workshop in Kampala (16-20 November 2009) with the objective of:

  • providing an introduction to communications as an effective advocacy tool for representatives of TI national chapters from eight African countries;
  • training workshop participants in how to identify, collect and document powerful stories from individuals affected by and/or seeking to overcome corruption in basic service delivery;
  • helping participants understand key steps in preparing a communications strategy and building this into the broader advocacy strategy on transparency in basic service delivery.

The trainer would be expected to prepare and then conduct a full day of training on 19 November 2009 in Kampala with approximately 15-20 participants, who are not communications officers but project/programme officers who will be responsible for good media work in advocacy.

Working documents and handouts should be in English which will be the main language of the workshop. Simultaneous interpretation into French will be available throughout the workshop. Any documents prepared by the consultant would have to be provided to TI-S at least 10 days prior to the start of the workshop, to allow sufficient time for translation into French. Any individual document exceeding three pages would have to be provided by 5 November 2009 at the latest.

BACKGROUND

TI is the global civil society movement leading the fight against corruption. Through more than 90 independent national chapters worldwide serviced by an international secretariat in Berlin, Germany, TI raises awareness of the damaging effects of corruption and works with partners in government, business and civil society to develop and implement effective measures to tackle it.

TI’s programme Transparency and Integrity in Service Delivery in Africa (TISDA) supports African civil society by working with citizens to demand transparent and accountable financial management in order to improve basic service delivery and end the diversion of funds for private interests.

The programme is implemented by eight TI national chapters in Ghana, Kenya, Senegal, Cameroon, Nigeria, South Africa, Uganda and Zambia with a focus on transparency, integrity and accountability in the delivery of services in the education, health and water sectors. “Corruption Risk Maps” developed on the basis of local research involving a broad range of stakeholders (in particular users and providers of basic services) will pinpoint areas where corruption is likely to occur due to systemic weaknesses. Advocacy efforts will focus on developing and promoting recommendations as to how local accountability mechanisms could be strengthened to reduce such opportunities for corruption, with a view to reducing the negative impact of corruption on basic service delivery and sustainable development.

OBJECTIVES

To build a strong understanding on how to use storytelling and other communication strategies for effective advocacy, workshop participants should be trained in:

  • Build understanding on working with the media as a "special" constituency", including the characteristics of good communication, with an overview of what journalists need, the communications landscape and means available (print, broadcast, online, events etc.);
  • Key steps in developing a communications strategy;
  • How to effectively use different communications tools including principles for the use of audiovisual materials (without providing actual audiovisual training)
  • How to define target audiences and develop effective key messages, simplifying complex messages that might emerge from local research efforts;
  • How to collect and document individuals’ “corruption stories” for both monitoring project impact as well as powerful advocacy through story telling.

DESCRIPTION OF SERVICES AND OUTPUTS

1. PREPARATION

  • Become fully familiar with TI’s general work, and the TISDA programme;
  • Develop a one-day training curriculum and finalise together with TI-S by 6 November 2009;
  • Prepare an appropriately adapted training package (to be distributed by TI-S to participants at least one week before the training).

2. WORKSHOP (participation in workshop 16-19 November 2009 in Kampala (if possible), delivering 1 day training on 19 November 2009)

  • Participate in the advocacy workshop to understand overall advocacy strategy for the TISDA program, as well as national chapter capacity and adjust curriculum for the one-day communications training as necessary during the week;
  • Conduct a full day of training as per the curriculum agreed with TI-S on 19 November;
  • Actively facilitate the development of four national and one regional advocacy strategies (full day)

3. AFTER THE WORKSHOP

  • Produce a written feedback report on the workshop outcomes as related to communications and story-telling;
  • Make available any pertinent reference materials or templates (background reading, best practice from other organisations or used in a similar thematic context) not already shared with participants prior to or during the workshop.

Any required TISDA programme materials and relevant activity reports will be provided by TI’s secretariat. Direct phone contact with workshop participants to identify expectations and experiences prior to the workshop can be arranged subject to discussion with TI-S.

DATE AND VENUE

The workshop will be held in Kampala, Uganda from 16-20 November 2009.
Travel and accommodation, as well as a daily allowance for the workshop and travel days, will be organised by TI and should not be included in the costing (see below).

CONSULTANCY REQUIREMENTS

  • Proven experience in providing communications training to enhance capacity of civil society organisations;
  • Proven experience of engaging with diverse multi-country groups and programs in sub-Saharan Africa;
  • Good knowledge of governance and civil society issues in the Africa region, ideally with previous engagement on issues related to basic service delivery in primary education, health and water a distinct advantage;
  • Excellent spoken and written language skills in English (good working knowledge of French an advantage)
  • Excellent facilitation skills

PROCESS

TI is accepting cost expressions of interest from firms, individuals and organisations.

The level of effort required (preparation, participation in the workshop and follow-up) is not expected to exceed 10 days (3 days preparation, 5 days partial workshop participation including travel, 2 days for follow up and report writing.

Costing can be based on daily rates or as a lump sum.

Applications must be in English and contain the following elements:

  • A letter of interest detailing the consultant’s relevant expertise and related experience;
  • An initial outline of the approach that the consultant is proposing to use for the training;
  • A cost estimate for delivery of the above-described services and outputs which includes a breakdown to level of effort and expenses incurred (including any tax where applicable);
  • A reference with contact information for at least two previous training clients

The closing date for expressions of interest is Monday 19 October 2009 with phone interviews expected to take place that week.

Applications should be sent electronically to the following address: TISDAcommunications@transparency.org

Please indicate “Communications training submission” in the subject line of your e-mail application.

WIN - Designer sought for three print publications and online versions of Advocacy Documents Water Integrity Network c/o Transparency International

The Water Integrity Network seeks a designer to set three or more publications (brochure and reports) in a style matching the Water Integrity Network branding.

Description of Task and Deliverables

  • The designer will set three versions of the a) WIN Advocacy Guide, b) Manual for Integrity Pacts in the Water Sector and c) new WIN brochure (word count approx. 50,000 including images and figures, two colours) and for the French/Spanish translation from Word documents.
  • The files for the English version will be available for easy copying of style templates.
  • The designer will deliver as final product a web-ready pdf that bookmarks all chapter and subsection headings. The designer may also be asked to submit the publishing files.

Timeline

  • Files of the English language version of the reports will be available in early December, along with the final translated texts in French and Spanish translation.

Required knowledge, experience or skills

  • The designer should have expertise working with design packages such as Quark or InDesign.
  • Knowledge of French or Spanish may facilitate the process, but is not necessary.
  • The designer should be capable of completing the project with a very quick turnaround, but uncompromising attention to detail to avoid any errors in the transposition of the texts will also be necessary.

Interested parties should submit the following:

  • Evidence of past experience, including sample of past work.
  • Estimated timeline for completion of project, assuming a start date of beginning June.
  • A quote (€) for the entire project, given the word counts above and the attached design sample.

Please email Birke Otto at botto@win-s.org to obtain examples of the documents (upon which the layout of the Spanish and French versions will be based).

Bids shall be accepted no later than 15 October 2009. Bids should be sent electronically to Birke Otto at botto@win-s.org

Consultancy – call for proposals: Development of a Benchmarking Tool to assess Export Credit Agencies’ performance on anti-bribery measures

Background and Key Objective

Public Export Credit and Export Credit Guarantee Agencies (ECAs) of the OECD Member States are major channels for official export support; they are in a critical position to determine whether export deals were obtained legally or through corruption, and thus to provide or deny support..

The latest OECD policy document addressing the anti-bribery activities of ECAs is the 2006 OECD Council „Recommendation on Bribery and Officially Supported Export Credit“. A formal Council Recommendation has slightly more weight than the prior two Action Statements of 2000 and 2006, but it still is a recommendation only.

Frequently the OECD Working Group on Bribery in International Business Transactions, during their „Phase 2 on-site visits“, addresses the issue of ECA activity in the context of combating corruption in compliance with the OECD Anti-Bribery Convention, but their reports usually (exception: the UK) refer to formal responsibilities, not to actual performance.

The (separate) OECD/ECA Working Group organizes regular „surveys“ in which individual countries describe, in their official „responses“, their ECAs’ compliance/performance in the respective fields. These survey responses provide a useful first approximation, but the ECA Working Group mostly just publishes the responses without an effort to verify the actual performance on the ground. A review of the survey responses suggests that the recommended legal structures and conditions have been put in place more or less in line with the Recommendation. The main question remaining is how thoroughly the ECAs perform their due diligence work.

Discussions with individual ECAs or their national „home ministries or institutions“ about the quality of their compliance with international standards generally are not particularly helpful. The Survey questions and answers are so broad that they do not allow a detailed assessment of compliance performance. In particular, comparison among several ECAs is nearly impossible, since good benchmarks do not exist. This makes it very difficult for civil society to develop specific comments and recommendations for strengthening ECA performance. It is critically important for TI to be able to make substantiated assessments of ECA performance, especially so at the current time when G20 governments have pumped massive amounts of money into the financial systems under the financial crisis measures and have in addition, at least temporarily, opened new lines of activity for their ECAs, including short-term credit support. It is clear that massive money flows will significantly raise the corruption risk.

TI therefore has decided to prepare its own benchmarking exercise, to inform its participation on the global debate on anti-corruption measures and their effective application by Export Credit Agencies

Scope of work:

Toward this goal the Consultant’s task will be to develop:

(i) a questionnaire which should help generate answers/information enabling a more substantiated assessment of individual ECA performance and

(ii) a benchmark document (reflecting the best practices applied by some of the ECAs) against which individual ECA performance can be assessed and scored, and based on which specific suggestions for improvement and strengthening of the ECA can be designed .

The work will be carried out in three rounds:

In Round 1, the Consultant will prepare a first draft of a questionnaire and an outline benchmark document, with input from TI staff in TI-S and National Chapters (NCs). Most of the documentation to be vetted should be available on-line. The principal source of information will be the several surveys conducted by the ECA Working Group. Wherever the current survey replies on important topics are imprecise (such as: „sometimes“, „occasionally“), the TI questionnaire should step in to elicit critical performance information, e.g. „what determines whether the information is required or not, and how frequently is the question enforced“.

In Round 2, NCs in countries with significant ECA activity will then, with the help of this questionnaire, interview their ECA, the respective home ministry or institution, industry customers of the ECA, industry associations and civil society, and collect the relevant information on the ground.

In Round 3, the Consultant will then (i) collate the country information, (ii) on that basis develop a benchmark tool that will enable NCs to prepare a meaningful assessment of individual ECA performance in the implementation of the Council Recommendation and (iii) produce a comparative analysis of the results and a first ranking of the ECAs studied as for their compliance with the proposed benchmark.

Timing:

Assuming significant support and input from TI staff and resource persons, the first round will require maximum 8-10 working days, Round 3 maximum 10 working days of the Consultant. Round 2 may take three weeks to complete. The timeline will thus be as follows:

Round 1

Consultant

September 21 – October 2

Round 2

TI staff

October 5 – 23

Round 3

Consultant

October 26 – November 6


Deliverables:

(i) ECA compliance assessment questionnaire;
(ii) Benchmarking tool;
(iii) Comparative analysis of ECA performance and first ranking.

Applicants Requirements:

  • Strong experience in the field of export credits and export credit insurance/guarantees or general banking.
  • Experience with research methods and qualitative analysis
  • Capacity to deliver outputs on time

Contract Terms

Budget: The consultant is expected to complete the work set out in these TORs in accordance with the budget submitted to TI at the beginning of the consultancy.

Payment: Payment for this work is proposed as follows:

  • The first half will be paid on receipt and approval of the questionnaire and outline benchmark document.
  • The outstanding balance will be paid on receipt of the final benchmark document and the comparative analysis of compliance.

Property: All documents including benchmarking tool produced by the Consultant in providing the Services shall be and remain the property of TI and shall be handed over to TI on the Termination Date. The final outputs of the consultancy are understood to be the sole property right of TI and the services provision agreement will not constitute any entitlement to its use or dissemination beyond the terms of the contract.

The contract will include the other standard clauses regarding confidentiality, termination, etc.

Application Process for Submission

TI is accepting proposals from consulting firms, individuals and organizations. All proposals must be received on or before September 8, 2009 (18:00 Berlin time). Proposals should be sent by e-mail to mrozo@transparency.org. The e-mail submission should indicate in the subject area “PROPOSAL FOR ECAs BENCHMARK TOOL.”

Applications must contain the following:

1) A clear description of the structure and strategy proposed to implement the tasks at hand within the requested timeline and a contingency plan to address eventual time delays.
2) A description of the work team that would be dedicated to the project.
3) Indication of experience doing similar tasks.
4) A work plan and timeline for completion of the project.
5) Particular characteristics of deliverables in addition to the minimum stated above in these terms of reference.
6) CV of the consultant(s) proposed to implement the task
7) Price of the bid for carrying out the task. TI has limited funding for this project.

Questions about the application process or terms of reference can be directed to: mwiehen@transparency.de, however no later than three days before the submission date. These questions and provided answers will be anonymous and will be posted on the same website next to these TORs.

Process for Selection of the Consultant

Given the limited resources of this project, the proposed bid amount will be taken into account in the selection process. Lower bids that meet the required qualifications will be given preference.

The selection will be made by the Public Contracting Program of TI-Secretariat. The decision will be based on the specifications stated here and specifically, the following weighting will apply:

Experience of consultant in undertaking survey projects: 30%
Plan for development and timeline: 30%
Bid amount and consideration of Costs: 30%
Additional experience of consultant that could support the project: 10%

The selection will be announced on September 14th 2008. The selected consultant should be prepared to start work immediately thereafter upon signing of contract.

Call for proposals: Consultancy service to develop a website/online community platform for its new Anti-Corruption Research Network (ACORN)

Background and objectives

ACORN is a new initiative by Transparency International that seeks to bridge the gap between corruption research and anti-corruption practice. It will make academic research on corruption and good governance more visible and accessible to practitioners and at the same time ensure that the expertise and experience from ‘the field’ more strongly inform the design and focus of anti-corruption research.

The core of ACORN will consist of a dynamic collaborative online platform where contributing editors present the latest anti-corruption research and anti-corruption researchers can share datasets, research reports and papers, discuss research questions and announce workshops, projects, as well as funding and employment opportunities.

Basic Features

  • Noteworthy research announcements: blog entries to showcase interesting research pieces with short annotations, filed under specific categories to create research alert repository over time (not full research docs, but blog like entries with links) (format: tagged teamblog)
  • Editorial feature pane – hot topic: regular editorial that reviews research in a specific area (identical with the editorial for the newsletter )
  • Dataset repository: upload and share empirical datasets and make them searchable by specific labels (region, type, year etc.)
  • Calendar of events: announce conferences, show upcoming events on frontpage
  • Research marketplace / bulletin board: browse and post jobs, projects, funding opportunities etc.
  • Member’s discussion zone: post queries, start discussion threads, send messages to other members, put drafts up for peer feedback (listserve style)
  • Members’ directory: create and search profiles; enable photo upload, areas of interest, links to publications, email contact
  • Archive of .pdf newsletters (which are themselves regular off-print summaries of website content from different categories: anchor editorial, upcoming events etc.)

Cross-cutting functionalities and background information

  • RSS and newsletter sign-ups
  • Comment function on selected items
  • Advanced rating and sharing options per item (e.g. dig, delicious)
  • Keyword assignments; open and keyword search for all information items, easy to use keyword management
  • Additional visualisations (optional, please list the ones that you can offer under your bid): tag cloud, most popular, most recent, in focus, did you know, recent activity
  • Linked background information pages: About: who we are, objective of ACORN, ways to participate, involved institutional partners Recognition of funding support
    Copyright rules (data uploads under creative commons)
  • Standard website analytics (please specify what metrics you would include)

Workflow parameters and permission levels

  • Easy-to-use system for managing user rights
  • Envisaged permission levels (to be determined in consultation with client)
  • Unregistered visitors: visit all but full member directory and data repository, comment on new research items
  • Registered network participants: + create profile, upload and access datasets, start and participate in discussions, post on research marketplace, post event announcements
  • Contributing editors: + post news items and editorials
  • Owner: (TI) + final approval of all pieces in publishing queue, member and permission management
  • Administrator: + technical maintenance and build-out

Other technical requirements

  • Use of open source content management system
  • Strong degree of customizability and expandability for future growth and new functions
  • Support of non-English language characters
  • Compliance with state-of-the-art accessibility and security standards
  • Works well in low-bandwidth, low-tech environment: fast load time, extensive backwards compatibility with older browser versions
  • Professional placement of logo and branding elements
  • Presentation of a minimum of 3 design options.

Deliverables and service requirements

Implementation parameters

  • All work will be done remotely. Consultation will take place via email and phone.
  • The contractor is expected to present the client with three design options and work closely with the client to customize the selected option to fit with specific usage needs.
  • The total development period from start to hand-over should not exceed four weeks. Contractors are expected to present the basic design template within a week of contract commencement and work with the client to customise the platform for three more weeks, including testing and hand-over.
  • Excellent oral and written English is essential.
  • Experience in working with an NGO is an asset.

Deliverables

  • Three different design templates that show different options for the look-and-feel and overall organisation of the ACORN platform
  • A fully-tested and functional website
  • Basic written instructions for website administrators and users on how to use the website
  • Full written documentation of webhosting arrangements
  • Induction by phone and email for website administrators
  • Domain name registration
  • The contractor is expected to provide basic support and feedback after the initial testing phase.

Operational services (please price this package separately for one year of operation)

  • Technical support by email and phone with guaranteed response time (please specify, ideally ticketing system)
  • Standard service-level agreement with technical maintenance, security updates etc.
  • Hosting (internal or with hosting provider)

To submit a proposal

Interested and qualified candidates or companies for this tender should send their proposal to fnawaz@transparency.org with ‘ACORN tender’ in the subject line. Submissions should include an introduction letter, references or links to other websites built.

The closing date for the proposal is September 06, 2009

Terms of reference: Development of Capacity Assessment Tool for Transparency International

Transparency International (TI) is looking for a highly qualified consultant to assist in the development of a capacity assessment tool for TI.

1. Background

Transparency International (TI) is the global civil society organisation leading the fight against corruption. Through more than 90 national chapters (NCs) worldwide, and an International Secretariat in Berlin, Germany (TI-S), TI raises awareness about the devastating impact of corruption and works with partners in government, the private sector and civil society to develop and implement effective measures to tackle it.

The capacity development of TI’s National Chapters is a key deliverable of movement-wide strategy and constitutes one of the six work streams currently forming the portfolio of the Organisational Development Unit at TI-S. The purpose of NC Capacity Development has been defined as: “to assist National Chapters better tap into, enhance and maintain systems, resources, and knowledge which enables them to better achieve their individual and collective objectives in the fight against corruption”.

A key component of any capacity development work has to be a sound assessment of existing capacities and the identification of main capacity gaps to inform future capacity development plans and activities. Hence, TI has decided to develop a capacity assessment tool which is honed to the specific circumstances of its NCs as national-level advocacy organisations focusing on the fight against corruption.

2.Scope of Services

The consultant will be required to develop a capacity assessment tool and an accompanying implementation manual for the use of the Transparency International movement, particularly TI’s National Chapters. Using the McKinsey Capacity Assessment Grid for NPOs (http://www.vppartners.org/learning/reports/capacity/capacity.html) as well as relevant internal TI documents as a basis, the consultant will work with an internal working group at the TI-Secretariat in Berlin, Germany on the development of these products.

The consultant will provide the following deliverables:

  • Capacity assessment grid, based on McKinsey tool, adapted for the specific context of TI National Chapters;
  • Manual on how to implement the capacity assessment tool (with a particular focus on the implementation process and the relevant actors);

In carrying out the tasks, the consultant will cooperate closely with the working group at the TI-Secretariat, as well as with other key stakeholders from the larger TI movement.

The process is envisioned as follows:

  • Review of relevant documents, preparation of meeting with working group (2 days)
  • Working group meeting to adapt McKinsey tool and outline implementation manual (2 days)
  • Detailed work on adapting/expanding McKinsey tool and drafting of manual (4 days)
  • Revisions of documents based on working group feedback (2 days)
  • Presentation of final to larger TI group (1 day)
  • Incorporation of final comments and suggestions (1 day)

The consultant is expected to work for a maximum of 12 days between 8th September 2009 and 15th October 2009. The maximum honorarium for the consultancy is 6000 Euro.

3. Profile

The successful candidate is expected to have the following profile:

  • Proven expertise and experience in the field of NGO organisational development and capacity development, with particularly strong competencies in the area of capacity assessment tools;
  • Proven experience in the development of OD-manuals and tools;
  • Strong track record in working at an international level, i.e. work experience with organisations from diverse geographical, cultural and economic backgrounds;
  • Strong analytical and writing skills in English.

4. Application Process

Expressions of Interest should be submitted by e-mail in MS Word format to capacity@transparency.org with the following elements attached:

  • Consultant profile and previous experience
  • Names of at least three referees
  • Brief project appreciation

The deadline for the receipt of the proposals is 24 August 2009. The successful Consultant will be notified by 7 September 2009.

Call for proposals: Conducting a Gender Audit and providing recommendations for mainstreaming gender equality across TI’s policies, programmes and practices

The Transparency International Secretariat (TI-S) is issuing a call for a Proposal for a Consultant to conduct a Gender Audit and provide recommendations for mainstreaming gender across TI’s policies, programmes and practices as well as to support 3- 4 selected TI National Chapters in contracting and carrying out a similar exercise.

Background

Transparency International is the leading global non-governmental organisation devoted to combating corruption. Its mission is to create change towards a world free of corruption. TI currently has close to 100 National Chapters (NC) or national groups across the world. Its International Secretariat (TI-S) is based in Berlin, Germany.

TI has committed itself to mainstream wider gender issues in its policies, programmes and practices and measure its contribution to gender equality. To achieve this objective, TI will use a Gender Audit as a starting point that can advice future efforts for ensuring gender equality.

Purpose of the assignment

The 3 main purposes of the assignment are:

  1. Conduct and report on a Gender Audit with actionable recommendations for TI-S
  2. Develop concrete recommendations to ensure gender-equality in the policies, programmes and practices of TI-S
  3. Support 3-4 TI National Chapters in contracting a Consultant or Resource Organisation at national level to address Gender Equality in their policies, programmes and practices taking into account their specific interests.

The consultancy addresses gender mainstreaming in the functioning of TI-S and in one Chapter from each of the 3 regions (Africa, Asia and Latin America) where the issue of exclusion of vulnerable groups due to corruption is already a stated objective.

The Consultant will report to the programme manager for the Poverty, Development & Corruption programme. It is the responsibility of the programme manager to ensure that the internal TI-S coordination is in place to allow the Consultant to carry out the Audit and provide recommendations that cut across a number of Departments at TI-S

The Consultant will be informed at the start of the assignment of the 3-4 National Chapters that are interested in conducting the Gender Audit at national level.

The consultancy should ideally be carried out in the time period from 1 September to 30 December 2009.

Description of Tasks and Deliverables

All tasks will involve consultation and feedback phases with relevant TI-S Departments. Cooperation with TI National Chapters will be limited to the support task detailed below and in coordination with the Regional Departments. The consultancy should be undertaken in a manner that builds ownership for the follow-up by using a participatory approach.

Key Tasks are:

  • Conducting a Gender Audit with recommendations to the policies, programmes and practices at TI-S
  • Provide actionable recommendations on the short- and medium-term steps necessary for relevant TI-S Departments to deliver on existing gender-related indicators
  • Provide proposals for strategic indicators relating to gender equality at TI-S that can inform the main Planning, Monitoring & Evaluation framework developed by TI-S
  • Provide support to 3-4 TI National Chapters in drawing up Terms of Reference for a Gender Audit at national level that includes recommendations for addressing Gender Equality in their policies, programmes and practices. The Terms of Reference should take into account the specific interests of TI National Chapters. Where relevant provide support in identifying a Consultant or Resource Organisation. A separate budget allocation of approx. 3000 Euro is available for each Chapter level contract. This amount is only available to the Chapter and is not included in the amount allocated for this contract.

Key Deliverables are:

  • Report on the process and outcome of the Gender Audit
  • A set of concrete and actionable recommendations to ensure gender-equality in the policies, programmes and practices of TI-S
  • Terms of Reference for 3-4 National Chapters and, where requested, support in identifying Consultants or Resource Organisations.

Expressions of Interest should be submitted by e-mail in MS Word format to Kulan Amin at kamin@transparency.org with the following elements attached:

  • An outline of the proposed methodology for conducting the Gender Audit and identifying recommendations for mainstreaming gender equality in TI’s policies, programmes and practices.
  • Please refer to our website and information on the size of the TI-Secretariat as well as the relevant Departments for this Audit. These include the Departments for Policy & Research, Global Programmes and Regional Departments. Please link the Gender Audit proposal to the TI 2010 Strategy posted on the website at http://www.transparency.org/about_us/strategy_2010
  • Relevant weblinks that should be consulted at the least are http://www.transparency.org/about_us/organisation, http://www.transparency.org/global_priorities, http://www.transparency.org/policy_research
  • Consultant profile and previous experience particular in relevant regions and in working with civil society organisations on advancing Gender Equality in their operations and programmes.
  • Detailed budget estimate and proposed time table.

Please indicate “Expression of interest – Gender Audit & Recommendations” in the subject line of your email application.

The deadline for the receipt of the proposals is 21 August 2009. The successful Consultant will be notified by 1 September 2009.

The maximum amount for the consultancy is 8000 Euro.

Terms of Reference for Regional Overview Report: Transparency International National Integrity System Studies in the MENA region

SUMMARY

TI is looking for expressions of interest from experts in the area of good governance, transparency and accountability.

Specifically, TI is looking for a consultant to write a regional overview report based on four National Integrity System (NIS) studies in the MENA region (Morocco, Egypt, Palestine and Lebanon).

The report will have to be written in English language. All four NIS studies are available in English, even if some were originally drafted in Arabic or French. Thus, a good command of French and Arabic languages in addition of a native level of English would be an asset.

BACKGROUND

Transparency International (TI) is a global civil society organisation leading the fight against corruption. Through more than 90 Chapters worldwide and an international secretariat in Berlin, Germany, TI raises awareness of the damaging effects of corruption and works with partners in government, business and civil society to develop and implement effective measures to tackle it.

Since September 2007, Transparency International (TI) has developed a new program: Measuring Anti-corruption Efforts and Building Demand for Effective National Integrity Systems in Egypt and the Arab World (MABDA). This three-year program aims to build a grassroots anticorruption network in Egypt and to promote transparency and accountability in the country as well as in Palestine, Lebanon and Morocco.

The MABDA project undertook a National Integrity System (NIS) study in each of the four countries involved in the project as a basis for advocating for the implementation of priority recommendations, and sustained monitoring and measurement of anticorruption progress. MABDA/current projects/africa_middle_east/regional pages

The NIS describes the interrelated and interdependent functions of all key institutions and sectors within a society that contribute to integrity, transparency, and accountability. Each study assesses the NIS in a given country and makes recommendations on priority areas for anti-corruption reform. Following the completion of the NIS, the respective TI Chapter develops advocacy activities in accordance with the recommendations identified by the study. nis/policy_research

PURPOSE

The regional overview report of corruption in the MENA region (including Morocco, Egypt, Palestine and Lebanon) will complement and be published with four National Integrity Systems (NIS) country studies on the same countries.

Based on the findings of the four country reports, the regional report will provide an overview of anticorruption efforts throughout the region and identify key areas for improvement common to all of the countries in the region. At the same time, effective practices in the region will be highlighted to support regional anticorruption efforts.

DESCRIPTION AND SCOPE

The report should draw on four existing National Integrity System country studies (studies to be provided under separate cover).

The report should have two components:

  1. Key trends and differences in the region, drawing on the NIS country studies. Areas of common concern should be laid out. Particular regional frameworks for cooperation (such as the OECD/MENA) and their relevance to the NIS in the region can be included. When possible, direct quotations from the country studies are encouraged.
  2. Best practices in the region, also drawing on the NIS country studies. These could include highlights from each pillar, or could focus on particular areas that have seen the greatest improvements. Consideration should be given to the importance of individual improvements in the context of the broader promotion of the national integrity system as a whole.

The report should be approximately 5000-7000 words in length, and follow TI’s style guide (to be provided under separate cover). The report should be drafted in MS Word as an email attachment.

CONSULTANCY REQUIREMENTS

  • Excellent knowledge of governance issues
  • Excellent knowledge of the MENA region
  • Excellent analytic and writing skills
  • Native level of English language, very good command of Arabic and French would be an asset
  • Proven experience of similar type of work

PROCESS

TI is accepting expressions of interest from firms, individuals and organisations.

The length of the assignment will be ten working days (four days to get familiar with each of the four NIS studies and additional country information, four days drafting the regional overview and two days refining/ finalising)

Applications must be in English and contain the following elements:

  • A letter of interest detailing the consultant’s relevant expertise & related experience,
  • Current CV
  • Contact information for at least three relevant references.

The closing date for expressions of interest is 1 October 2009.

Applications should be sent electronically to the following address:

menareport@transparency.org

Call for proposals - Consultancy to provide Training on Project Management, Monitoring and Impact Measurement to National Chapters from Latin America - Part II November 2009

Background

Transparency International (TI) is a global civil society organisation leading the fight against corruption. Through more than 90 National Chapters worldwide and an international secretariat in Berlin, Germany, TI raises awareness of the damaging effects of corruption and works with partners in government, business and civil society to develop and implement effective measures to tackle it.

The AC:DC Programme aims to reduce corruption in 25 countries world-wide by advocating for effective anti-corruption policy and practice at the national, regional, municipal and local levels. Compelling evidence is gathered on corruption in diverse sectors and from victims and witnesses of corrupt acts. The evidence will form the basis of various advocacy initiatives toward government authorities and the public at large. National Chapters will seek constructive engagement with the authorities and other partners to push for change in laws, practices and the pervasive public apathy surrounding corruption.

Five National Chapters in Latin America will conduct research and advocacy campaigns in a variety of thematic areas, including Access to Information, Anti-Corruption Conventions, Municipal Transparency, Political Party and Campaign Finance, Conflict of Interest, Regulating Lobbying and Implementing the Nominal Vote.

Consultancy

TI is searching for two consultants, one expert on advocacy, one expert on project management and Monitoring and Evaluation (M&E), to prepare and conduct a training in Spanish for the Latin America region. In exceptional cases, the training could be conducted by a single expert with the required skill-set. The following knowledge, experience and skills are required:

  • Minimum of five years of relevant experience in identification, management and/or monitoring & evaluation of projects for NGOs or similar entities
  • Specific experience in developing and delivering participatory training in project management, log-frame methodology and monitoring & evaluation, ideally for good governance and/or advocacy projects
  • Demonstrated familiarity with various project management and monitoring & evaluation tools
  • Fluency in Spanish, with good knowledge of English

The planned meeting will bring together project managers responsible for these efforts from five National Chapters, Chile, Colombia, Mexico, Nicaragua and Venezuela, who are all beneficiaries of the AC:DC Programme. Additional countries may also send participants to the session, however not exceeding ten participants in total. It is planned to take place over four days in Bogota, Colombia from 1 – 4 September (tbc), with some flexibility on the dates. Part I will consist of training on Advocacy Skills during one day. Part II will address project management issues generally and defining and monitoring of results and impact in particular over two days. Close coordination between the consultants and with TI is expected in the preparation of the training. The approach should be as participatory and practical as possible, addressing the particular projects of the NCs.

Objectives

  • To ensure common understanding of ACDC/GTF focus on results and impact of evidence-based advocacy efforts
  • To gain project management and monitoring skills and understand how one can improve project results, define indicators and measure project impact
  • To understand the value of log-frame methodology and its relevance to individual projects
  • To gain skills to finalise individual sub-project log-frames
  • To promote regional exchange and learning

Description of services and outputs

1. Preparation

  • Familiarisation with the AC:DC/GTF Grant Agreement, TILAC, Reporting Guidelines, Global Log-frame, Sub-project Planning Documents and related Annexes for five NCs.
  • Preparation of workshop package of participatory training materials in Spanish on project management, monitoring and impact measurement, with a focus on the individual NC projects, allowing also for contributions by participants, in addition to hands-on exercises;
  • Preparation of training session in Spanish (specified below) in close cooperation with the GTF Programme Manager and consultant selected for Part I
  • Preparation of practical training sessions in Spanish on project management and monitoring tools, including at least log-frame matrix, risk matrix and Most-Significant Change (MSC) Analysis, and any other tools that may be deemed relevant for the specific sub-projects.

2. Training

  • Introduction
  • Session on Project-Cycle Management, with a focus on log-frame methodology, including hands-on exercises on tools
  • Session on Monitoring & Evaluation (M&E), including hands-on exercises on tools and the definition of indicators
  • Session on measuring Impact in good governance and advocacy projects
  • Regional NC Contribution
  • One-on-one or small group sessions on sub-project log-frames
  • Conclusion

3. Deliverables

  • Materials for the workshop
  • Short workshop report (in English or Spanish)

Proposal & Timeline

  • The proposal (in English or Spanish) should consist of a detailed description of the preparation and delivery of the training session, curriculum vitae of the expert(s), as well as a detailed budget including all travel and accommodation costs.50% of the proposal evaluation will focus upon the interpretation of the objectives, implementation and schedule of these Terms of Reference and 50% upon the profile of the expert(s).
  • Proposals can be made separately for Part I Advocacy Training and Part II Project Management & Monitoring or a single proposal can be submitted for both components of the same training event.
  • Please note that a separate session will be prepared by TI Staff on the AC:DC/GTF Programme in general and its narrative and financial reporting requirements
  • Submit proposal to GTF Programme Manager, jpolvi@transparency.org by 20 September 2009
  • Produce tailored information/training package in Spanish by 18 October 2009
  • Conduct training in November, the specific dates to be confirmed by TI
  • Produce documentation of the workshop by 19 December 2009

Call for Proposals - Consultancy to provide Advocacy Training to National Chapters from Latin America - Part I November 2009

Background

Transparency International (TI) is a global civil society organisation leading the fight against corruption. Through more than 90 National Chapters worldwide and an international secretariat in Berlin, Germany, TI raises awareness of the damaging effects of corruption and works with partners in government, business and civil society to develop and implement effective measures to tackle it.

The AC:DC Programme aims to reduce corruption in 25 countries world-wide by advocating for effective anti-corruption policy and practice at the national, regional, municipal and local levels. Compelling evidence is gathered on corruption in diverse sectors and from victims and witnesses of corrupt acts. The evidence will form the basis of various advocacy initiatives toward government authorities and the public at large. National Chapters will seek constructive engagement with the authorities and other partners to push for change in laws, practices and the pervasive public apathy surrounding corruption.

Five National Chapters in Latin America will conduct research and advocacy campaigns in a variety of thematic areas, including Access to Information, Anti-Corruption Conventions, Municipal Transparency, Political Party and Campaign Finance, Conflict of Interest, Regulating Lobbying and Implementing the Nominal Vote.

Consultancy

TI is searching for two consultants, one expert on advocacy, one expert on project management and Monitoring and Evaluation (M&E), to prepare and conduct a training in Spanish for the Latin America region. In exceptional cases, the training could be conducted by a single expert with the required skill-set. The following knowledge, experience and skills are required:

  • Minimum of five years of relevant experience in developing advocacy strategies and activities for NGOs or similar entities
  • Specific experience in developing and delivering participatory advocacy training
  • Demonstrated familiarity with various advocacy planning and campaign/communication tools
  • Fluency in Spanish, with good knowledge of English

The planned meeting will bring together project managers responsible for these efforts from five National Chapters, Chile, Colombia, Mexico, Nicaragua and Venezuela, who are all beneficiaries of the AC:DC Programme. Additional countries may also send participants to the session, however not exceeding ten participants in total. It is planned to take place over four days in Bogota, Colombia from 1 – 4 September (tbc), with some flexibility on the dates. Part I will consist of training on Advocacy Skills during one day. Part II will address project management issues generally and defining and monitoring of results and impact in particular over two days. Close coordination between the consultants and with TI is expected in the preparation of the training. The approach should be as participatory and practical as possible, addressing the particular projects of the NCs.

Objectives

  • To ensure common understanding of the need for and benefits of advocacy efforts
  • To gain skills to plan effective advocacy activities
    - Defining Aims and Objectives
    - Analysing NC Advocacy Capacity
    - Devising Influencing Strategies
    - Developing Advocacy and Communications Activities
    - Monitoring Advocacy Impact
  • To promote regional exchange and learning

Description of services and outputs

1. Preparation

  • Familiarisation with the TI Advocacy definitions and existing tools (standard advocacy presentation & hand-outs), Sub-project Planning Documents and related Annexes for five NCs.
  • Preparation of workshop package of participatory training materials in Spanish on advocacy skills, with a focus on the individual NC projects, allowing also for contributions by participants, in addition to hands-on exercises;
  • Preparation of training session in Spanish (specified below) in close cooperation with the GTF Programme Manager and consultant selected for Part I
  • Preparation of practical training sessions in Spanish on advocacy skills, including at least problem/tree/objective tree, stakeholder analysis, and any other tools (ex. SWOT, PESTL) that may be deemed relevant for the specific sub-projects.

2. Training Sessions

  • Introduction
  • What is Advocacy?
  • Defining Aims and Objectives
  • Analysing NC Advocacy Capacity
  • Devising Influencing Strategies
  • Developing Advocacy and Communications Activities
  • Regional NC Contribution
  • Monitoring Advocacy Impact
  • Conclusion

3. Deliverables

  • Materials for the workshop
  • Short workshop report (in Spanish or English)

Proposal & Time-line

  • The proposal (in Spanish or English) should consist of a detailed description of the preparation and delivery of the training session, curriculum vitae of the expert(s), as well as a detailed budget including all travel and accommodation costs. 50% of the proposal evaluation will focus upon the interpretation of the objectives, implementation and schedule of these Terms of Reference and 50% upon the profile of the expert(s).
  • Proposals can be made separately for Part I Advocacy Training and Part II Project Management & Monitoring or a single proposal can be submitted for both components of the same training event.
  • Please note that a separate session will be prepared by TI Staff on the AC:DC/GTF Programme in general and its narrative and financial reporting requirements
  • Submit proposal to GTF Programme Manager, jpolvi@transparency.org by 20 September 2009
  • Produce tailored information/training package in Spanish by 18 October 2009
  • Conduct training in Spanish in November, the specific dates to be confirmed by TI
  • Produce documentation of the workshop by 19 December 2009