Background

The United Nations Evaluation Group (UNEG) is a professional network that brings together the units responsible for evaluation in the UN system including the specialized agencies, funds, programmes and affiliated organizations. UNEG currently has 47 such members and five observers. UNEG aims to strengthen the objectivity, effectiveness and visibility of the evaluation function across the UN system and to advocate the importance of evaluation for learning, decision making and accountability. UNEG provides a forum for members to establish common norms and standards for evaluation; develop methodologies addressing UN concerns; strengthen evaluation functions through peer review and information exchange and establish partnerships with the wider evaluation community.

UNEG regularly assesses its achievements, shortcomings and challenges as a professional evaluation network in the UN system, and analyzes the adequacy of its structure and functioning. The last Independent Assessment of the UNEG took place in 2013 for the period 2004-2012 from which the outcome was the UNEG Strategy 2014-2019.

The UNEG Strategy 2014-2019 sets forth the Group’s 6-year plan of action in four objectives (“Strategic Objectives (SOs)”), each led by Vice Chair (a member of the Executive Group):

  • Evaluation functions and products of UN entities meet the UNEG Norms and Standards for evaluation (SO 1).
  • UN entities and partners use evaluation in support of accountability and programme learning (SO 2).
  • Evaluation informs UN system-wide initiatives and emerging demands (SO 3).
  • UNEG benefits from and contributes to an enhanced global evaluation professions (SO 4).

The Vice Chairs are expected to regularly monitor, and report to the Executive Group, the progress made under their respective SO work. The Strategy also calls for a “Mid-Term review of the implementation of the Strategy in 2015-2016,” and the “evaluation of results achieved at the end of the Strategy in 2018-2019,” if UNEG members wish to do so.

Mid-Term Review:

A Mid-Term Review (MTR) of the UNEG Strategy will be conducted by UNEG in 2017 after it was endorsed by the UNEG members at the Annual General Meeting (AGM) in Vienna, May 2017. The final report will be presented and discussed at the 2018 AGM. In preparation for the next UNEG strategy that commences in 2020, the MTR seeks to explore whether UNEG is doing the right things, and things right, particularly given the Agenda 2030 / Sustainable Development Goals (SDGs). Results of the review are expected to help UNEG identify what adjustments would be needed to the current strategy and inform the design of the next UNEG strategy 2020-2025.

The brief objectives of the MTR is to assess the below and please access the full TOR at: http://www.unevaluation.org/document/download/2715.

  1. Relevance of the current strategic focus areas and approaches in the rapidly changing development context and environment.
  2. UNEG’s progress and achievements towards its goals.
  3. UNEG’s use of financial resources.
  4. UNEG’s internal governance, management, and operational structure.

The MTR will examine UNEG’s work and programmes for the period between 2015 (after the launch of the revised UNEG Strategy 2014-2019 and respective annual work programmes) and 2017. The MTR will capture the evolving context to which UNEG has responded.

Any request for clarification and/or additional information on this Procurement Notice shall be sent in writing to UNDP Independent Evaluation Office at ieo.procurement@undp.org (please note that it is only dedicated for enquiry and confirmation for proposal submission. The procuring UNDP entity will respond in e-mail including an explanation of the query without identifying the source of inquiry, to all consultants. Any delay in providing such information will not be considered as a reason for extending the submission deadline.

Notes:

  • Parties involved in the implementation of the UNEG MTR Strategy or the evaluands will not be involved in the Mid Term Review

  • Any individual employed by a company or institution who would like to submit an offer in response to this Procurement Notice must do so in their individual capacity, even if they expect their company/employers to sign a contract with UNDP. In cases, where an applicant will have a dedicated team for this project they are requested to outline the team and their qualifications in the technical proposal.

For both positions, you are required to download the full Mid-Term Review Terms of Reference from the UNEG website at http://www.unevaluation.org/document/download/2715  and submit a technical proposal, financial proposal and a signed personal cv ieo.procurement@undp.org. Please note that the size limit for the email files is 8 MB.

Duties and Responsibilities

To conduct the Mid-Term review the UNEG seeks a team (Team Leader and Team Specialist) which will be collectively responsible for completing all the deliverables of this exercise as specified in the Mid-Term Review Terms of Reference. The team will directly report to a “Management Group” which will consist of 5-6 UNEG member agencies.

  • Team leader – A senior member of the review team with at least 10 years of relevant experience in evaluation, including experience of leading complex ‘network’ evaluations. Team leader will be responsible for all aspects of conducting the review, including the preparation of a final report and presentation of results to UNEG Heads at the AGM 2018.
  • Team specialist – A mid-level evaluation specialist with at least 5 years of relevant evaluation experience.

The estimated duration of work for the review team is 40 working days for the team leader and 30 days for the team specialist.

  1. DELIVERABLES

In particular, the Team Leader will be responsible for taking the lead on the following:

  • Leading the preparation of the Inception Report. 
  • Leading the preparation of a data collection plan that contains: (1) The details of data collection activities to be undertaken, indicating - for each element the method of data collection, UNEG activities to be covered, sources of information, the responsible team member, timeframe, interview and survey questions, format of the expected output / format of reports form data collection activities; and (2) Mission plans (Geneva, Rome and New York). 
  • Leading the analysis of the data collected and the preparation of a presentation on preliminary findings to the Management Group
  • Completing a first draft report of acceptable quality that covers all the requirements provided in the Terms of Reference. 
  • Revisions of the draft as required in the review process. 
  • Final report with all comments reflected
  • Presenting the final report to the UNEG AGM in May 2018 

As supervisor of the Team Specialist, the Team Leader will be responsible for:

  • Supervision of the planning and analysis conducted by the Team Specialist, providing timely feedback to the input provided by the Team Specialist. 

In turn, the Team Specialist will be responsible for:

  • Input to the inception report, as guided by Team Leader
  • Contributing to the preparation of a data collection plan that contains: (1) The details of data collection activities to be undertaken, indicating - for each element the method of data collection, UNEG activities to be covered, sources of information, the responsible team member, timeframe, interview and survey questions, format of the expected output / format of reports form data collection activities; and (2) Mission plans (Geneva, Rome and New York). 
  • Contributing to the analysis of the data collected and the preparation of a presentation on preliminary findings to the Management Group 
  • Completing assigned sections of acceptable quality for the first draft report, covering all the requirements provided in the Terms of Reference. 
  • Revisions of the draft and final reports as guided by the Team Leader and as required in the review process. 

As supervisee of the Team Leader, the Team Specialist will be responsible for:

  • Ensuring his/her work planning is in line with the overall timeframe and objectives; 
  • Handing in all assigned work on time; 
  • Alerting the Team Leader of any problems encountered during data collection/analysis and drafting.

Competencies

  • Displays cultural, gender, religion, race, nationality and age sensitivity and adaptability 

  • Excellent inter-personal, teamwork, and communication skills

  • Excellent analytical and strategic thinking skills 

  • Work well under pressure 

  • Ability to establish effective working relations in multi-cultural team environments 

  • Strong verbal and written communication 

  • Resourcefulness, initiative and mature judgment 

Required Skills and Experience

For the Team Leader position:

Education:

  • At least Master’s degree or equivalent plus 10 years of relevant experience in evaluation, including the experience to lead network evaluations. 

 Experience:

  • In-depth knowledge of the UN System an asset
  • Experience in conducting complex and/or strategic evaluations required
  • Sound understanding of evaluation principles and methodologies 
  • Excellent command of English with proven ability to draft reports

For the Team Specialist position:

Education:

  • At least Master’s degree or equivalent plus 5 years of relevant evaluation experience 

Experience:

  • Some knowledge of the UN System an asset
  • Experience in conducting evaluations required
  • Sound understanding of evaluation principles and methodologies
  • Excellent command of English with proven ability to draft reports

DOCUMENTS TO BE INCLUDED WHEN SUBMITTING THE TECHNICAL PROPOSALS

Interested offeror/Individual Consultant (IC) must submit the following documents before the deadline stipulated in the IC Procurement Notice. Any individual employed by a company or institution who would like to submit an offer in response to this Procurement Notice must do so in their individual capacity, even if they expect their company/employers to sign a contract with UNDP. In cases, where an applicant will have a dedicated team for this project they are requested to outline the team and their qualifications in the technical proposal.

The documents for submission are:  

  • Technical Proposal should not exceed 6 pages. It should include but not be limited to explaining why candidate is the most suitable for the work; Provide a brief methodology on how they will approach and conduct the work; past experience in similar projects and at least three (3) references;

  • Financial Proposal as per prescribed format under section VII;

  • Duly Signed Personal CV

FINANCIAL PROPOSAL

The Financial Proposal shall specify a total lump-sum amount all-inclusive, and payment terms around specific and measurable (qualitative and quantitative) deliverables (i.e. whether payments fall in installments or upon completion of the entire contract). Payments are based upon output, i.e. upon delivery of the services specified in the TOR.  To assist the requesting unit in the comparison of financial proposals, the financial proposal will include a breakdown of this lump-sum amount.

Travel: Please do not include any travel costs in the financial proposal. In general, UNDP will not accept travel costs exceeding those of an economy class ticket. Should the IC wish to travel on a higher class he/she should do so using their own resources.

In the case of unforeseeable travel, payment of travel costs including tickets, lodging and terminal expenses should be agreed upon, between the respective Business Unit (BU) and Individual Consultant, prior to travel and will be reimbursed.

EVALUATION

Individual Contractor (IC) will be evaluated based on Cumulative Analysis as per the following scenario:

When using this weighted scoring method, the award of the contract should be made to the individual consultant whose offer has been evaluated and determined as:

  • Responsive/compliant/acceptable, and
  • Having received the highest score out of a pre-determined set of weighted technical and financial criteria specific to the solicitation.

The respective weight of the proposals is:

  1. Technical Criteria weight; [70%]

  2. Financial Criteria weight; [30%]