Expert for support in designing Manual and a ToT-1 position


Location : Home Based with Travel to BiH, BOSNIA AND HERZEGOVINA
Application Deadline :17-Jul-20 (Midnight New York, USA)
Type of Contract :Individual Contract
Post Level :National Consultant
Languages Required :
English  
Duration of Initial Contract :August-September 2020 (maximum 17 days)

Background

NOTE: Signed Offeror’s Letter to UNDP Confirming Interest and Availability - https://www.ba.undp.org/content/dam/bosnia_and_herzegovina/docs/Operations/Jobs/Offerors%20Letter%20to%20UNDP%20Confirming%20Interest%20and%20Availability.docx - Letter to UNDP Confirming Interest and Availability.docx - to be sent to e-mail ba.shared.hr@undp.org with Subject: Job ID 92553.

The consultancy will take place within the third phase of the Integrated Local Development Project (ILDP), a joint project of the Government of Switzerland and UNDP. For nearly 10 years, the Project has been working in Bosnia and Herzegovina (BiH) to systematise strategic planning and development management at sub-national levels in the country. Since its launch in 2008, the ILDP has been progressively growing, both in terms of scope of work, as well as conceptual approaches applied to advance strategic planning in the BiH.
In addition to harmonising local development planning in the country, the ILDP paved the way for the newly adopted and emerging development planning and management regulatory frameworks in both entities. As one of the flagship achievements, the project supported the participatory development of the Law on Development Planning and Management in the FBiH entity, which was adopted in 2017, setting the legal grounds for the development planning and management system in this entity.
In order to equip all government levels in FBiH with the “know-how” for effective application of the FBiH Law on Development Planning and Management and related by-laws in the forthcoming planning processes in FBiH, the ILDP will support the institutional partners in FBiH with designing a manual that should assist planners at all governments levels in mid-term (three years) and annual work planning, monitoring and reporting in line with the new regulatory framework, development strategies and Agenda 2030. Following design of the Manual, a training of trainers (ToT) program will be designed and delivered so as to create knowledge among local service providers and practitioners as one of the key prerequisites for further sustainability of the training program. Upon design and delivery of the ToT, the training program will be handed over to the FBiH Civil Service Agency for institutional replication of the training program to development practitioners/civil servants at all government levels in FBiH.
For the preparation of the Manual and the ToT program design and delivery, ILDP will engage two experts. One expert will be responsible for preparing the draft Manual and the ToT program under separate TOR, while the Consultant engaged under this ToR will be responsible for peer-to-peer review and inputs to the content of the Manual and ToT program, if required.  More specifically, the consultancy seeks to identify and adjust the variety of the practical examples, templates and tools that are to be incorporated to the Manual and ToT program and to contribute to the ToT program delivery.  For the pilot delivery of the ToT program, both consultants will be engaged as trainers.


Duties and Responsibilities

The Consultant is expected to contribute to design  of comprehensive and a tailored Manual and ToT Program on mid-term and annual work planning, monitoring, and reporting, including a ToT pilot delivery to selected development practitioners and consultants.
More specifically, the Consultant will be expected to perform the following tasks:
Task 1 – Identification and adjustment of relevant tools, examples, and templates for the Manual on mid-term and annual work planning, monitoring, and reporting in FBiH
Prior to initiating this task, the Consultant will undertake several preparatory steps.
Firstly, the Consultant is to familiarise him/herself with the newly established development planning and management system in FBiH, including its regulatory and institutional frameworks defined in the FBiH Law on Development Planning and Management and corresponding by-laws.  The Consultant will particularly focus on the FBiH Government Decree on the Three-Year and Annual Work Planning, Monitoring and Reporting, from the perspective of methodological and organisational approach, key elements, milestone and timelines. Secondly, considering  that there is currently ongoing process of the preparation of the FBiH Development Strategy 2021-2027, the Consultant will review the currently drafted solutions from the perspective of its operationalisation through the process of mid-term and annual work planning. With the same purpose, the Consultant will review at least two cantonal and local government strategies to identify practical examples that can as suitable inputs for the Manual and the ToT. Lastly, the Consultant will conduct a quick check of implementation practices in the region and EU countries, particularly with respect to incorporating Sustainable Development Goals in the implementation mid-term and annual work plans.
The initial inputs for the preparatory work will be provided by the ILDP, including a proposal of main elements of the Manual that will serve as a starting point for further elaboration of the Manual, in line with entry parameters stipulated below.
Conceptual entry parameters for the Manual
The Manual will provide a “know-how” for future mid-term and annual work planning, monitoring, and reporting processes in the FBiH. The primary target group of the Manual are development practitioners from all government levels in FBiH, meaning FBiH and cantonal institutions and local governments. The secondary target group of the Manual are all other participants involved indirectly in the participatory processes of the preparation and/or overseeing of mid-term and annual work plans, and its monitoring, and reporting. Considering different target groups that will use the Manual, it should be prepared in a user-friendly and easily understandable manner, with minimal use of the complex technical language. The “know-how” provided within the Manual would follow the building elements, logic and processes of mid-term and annual work planning, monitoring and reporting processes in FBiH (as prescribed by the aforementioned By-Law), and will be enriched with practical examples, tools and templates. As such, the Manual will be structured in the following manner:
Title: Manual for mid-term and annual work planning, monitoring and reporting in the Federation of Bosnia and Herzegovina
Introduction
1. Purpose of the Manual in the context of sustainable development management and implementation of strategic document in Federation of BiH
1.1. Purpose and methodological scope of the Manual
2. Theoretical, regulatory, and institutional aspects of implementation of strategic documents and Agenda 2030 in FBiH
2.1. Theoretical, regulatory, and institutional aspects of implementation of strategic documents
2.2. Implementation of strategic documents and Agenda 2030

3. Key principles for planning, monitoring, and reporting in FBiH
4. Mid-term and annual work planning in FBiH
4.1. Guidelines for mid-term work planning
4.2. Mid-term work plan
4.3. Annual work plan
4.4. Interrelated activities

5. Monitoring and reporting on realisation of strategic and implementation documents in FBiH
5.1. Monitoring of realisation of strategic and implementation documents
5.2. Annual  work report
5.3. Development report

6. Annexes (references to relevant regulatory framework, practical examples, templates and tools)
Within the draft of Manual all references to regulatory framework, practical examples, templates and tools provided in the annexes will be connected to the relevant chapters of the Manual through hyperlinks so as to allow their views as well as practical use  within the respective Manual chapter. The maximum number of pages of the Manual shall not exceed 45 pages (not including annexes). As such, the Manual will be tailored to be applicable to all governance levels in FBiH. The content of the Manual can be enriched and deepened through joint work of engaged Consultants.
During the entire process of the preparation of the Manual, the Consultant will closely cooperate with the second engaged expert, whose task will be conceptualisation and drafting of the Manual. As concrete deliverables, the Consultant will provide specific inputs (practical examples and tools) and peer-to-peer review with concrete inputs and proposals for improvement of the draft Manual, if required. With regard to preparation of practical examples and tools, the Consultant will focus  on those used in development strategies implementation processes in the country and wider, including simple tool for future monitoring of mid-term and annual work plans programs and it indicators. All inputs will be reviewed against its applicability under the current regulatory and methodological approach agreed in the conceptual outline.
Relevant tools, examples and templates identified, adjusted and validated by the ILDP will be shared with the second expert for incorporated into the Manual.
Task 1 is expected to be completed by end of August 2020 with estimated level of effort of 8 days.
Task 2 – Relevant inputs from the Manual incorporated in the ToT program
Within this task the Consultant is expected to contribute to design of the ToT program, based on the Manual structure and approach elaborated under Task 1 and considering the aspects elaborated below.
ToT programme conceptual entry parameters
The purpose of the ToT program is to equip a critical number of development practitioners/consultants from BiH (e.g from government development units, regional and local development agencies, consulting firms, specialised NGOs, individual consultants, etc.) with “know-how” required for successful mid-term and annual work planning, monitoring and reporting in FBiH. The ToT program will last two (2) consecutive days and will be designed on the  basis of the Manual structure and approach elaborated under Task 1. As such, the ToT program will consist of three major training parts:

  • The first part will focus on the overview of training contents and methods; theoretical, regulatory, and institutional aspects of implementation of strategic documents and the link of implementation of strategic documents and Agenda 2030; key principles for planning, monitoring, and reporting in FBiH.
  • The second part will focus on the process of mid-term and annual work planning in FBiH, including specific segments on: guidelines for mid-term work planning; preparation of mid-term work plan; preparation of annual work plan; Interrelated activities.
  • The third part of the program will focus on the monitoring and reporting on realisation of strategic and implementation documents in FBiH, including specifics segments on: monitoring of realisation of strategic and implementation documents; annual  work report; development report.

As such, the ToT program will be applicable to civil servants from all government levels in FBiH. The content of the ToT program can be enriched and deepened through joint work of engaged Consultants.
Training materials should include relevant examples, inputs for group exercises and training presentations.
The training package will include (but not limited to): (i) Training module agenda; PowerPoint presentation, Hand-outs for participants and/or reading material; exercises for individual/group work, check lists and/or case-studies, brief knowledge test; Training evaluation form; (ii) Training manual for trainers (providing brief guidelines along the power point presentation and group exercises sessions, to be used by potential training providers, thus ensuring equal understanding and minimum quality standards in the follow up training delivery process).
During the entire process of the preparation of the ToT, the Consultant will closely cooperate with the second engaged expert, whose task will be design of the ToT program.  As inputs  under this task, the Consultant will: (i) propose specific practical examples, templates and tools (based on the Manual validated by ILDP) to be utilised during the design of the ToT program; (ii) in relation to proposed practical examples, templates and tools, the Consultant will design relevant inputs to be used as hand-outs for participants and/or reading material; exercises for individual/group work, check lists and/or case-studies; (iii) for all envisaged products within the ToT programme, the Consultant will provide a peer-to-peer review and provide feedback with elaboration of new inputs or changes proposed.
Task 2 is expected to be completed by the end of August 2020 with estimated level of effort of 3 days.

Task 3 – Pilot delivery of the ToT Program for mid-term and annual work planning, monitoring, and reporting in FBiH
Based on the ToT program designed within Task 2, the Consultant will, together with the second expert engaged, conduct a pilot delivery of the training programme for 3 (three) different training groups, with up to 25 participants per each group. As envisaged, the training program will last two consecutive days. Training participants will be identified by the ILDP. Training delivery, depending on Covid19 situation in BiH, will be done through webinar electronic platform or organised through on-site location (Sarajevo).
The ToT program delivery will encourage active involvement of participants by using participatory training techniques, group exercises/discussion, etc.
A ToT program evaluation questionnaire will be provided by ILDP while the Consultant is obliged to support the second expert in administering the questionnaire at the end of the training and in collecting and analysing feedback from training participants, their perceptions and recommendations to be included in a brief report that will be submitted to the ILDP.
The Consultant will be responsible for his/her travel arrangements, while the ILDP will be responsible for overall training logistics. 
Task 3 is to be completed by mid-September 2020, with estimated level of effort of 6 days.
The entire service will be delivered in the languages of BiH peoples. 

#

Deliverables / Outputs

# of Days per Task

Due Date

Percentage

  1.  

Task 1 – Identification and adjustment of relevant tools, examples and templates for the Manual on mid-term and annual work planning, monitoring and reporting in FBiH

  • Relevant tools, examples and templates prepared, validated by the ILDP and incorporated in the Manual.

Peer-to-peer review of the draft Manual conducted, substantive inputs provided as required. 

 8 work days

31st August  2020

47%

2.

Task 2 – Relevant inputs from the Manual incorporated in the ToT program.

  • Relevant tools, examples and templates from the Manual identified and incorporated in the ToT program.
  • Support materials for the ToR program designed, including hand-outs, check lists and brief test for participants; exercises for individual/group work.

Peer-to-peer review of the ToT program conducted, substantive inputs provided as required. 

3 work days

 

31st August 2020

18 %

3.

Task 3 – Pilot delivery of the ToT Program for mid-term and annual work planning, monitoring, and reporting in FBiH

  • Three (3) two-day training programs delivered to target participants.

Support provided in administration and analyses of training evaluations.

6 work days

 

15th September 

35 %


Competencies

Corporate competencies:

  • Demonstrates integrity by modelling the UN’s values and ethical standards;
  • Promotes the vision, mission, and strategic goals of UNDP;
  • Displays cultural, gender, religion, race, nationality and age sensitivity and adaptability
  • Treats all people fairly without favouritism;
  • Fulfils all obligations to gender sensitivity and zero tolerance for sexual harassment

Functional competencies:

  • Strong interpersonal skills, communication and diplomatic skills, ability to work in a team
  • Openness to change and ability to receive/integrate feedback
  • Ability to work under pressure and stressful situations
  • Strong analytical, reporting and writing abilities
  • Excellent public speaking and presentation skills


Required Skills and Experience

Academic Qualifications/Education

  • University degree in social studies, economy, public administration or a relevant field. Advanced degree will be considered as an asset;

Experience

  • Minimum 5 years of previous experience in capacity development or delivery of technical assistance to public sector beneficiaries, preferably in the area of strategic planning and programmatic implementation;
  • Sound expertise and previous practical experience in the domain of development strategic planning and management in BiH, with a focus on mid-term and annual work planning, monitoring and reporting;
  • Proven record in training design and/or delivery of training to public sector beneficiaries in the area of  strategic planning and development processes;
  • Specific knowledge of the standardized development planning methodologies applied in BiH is considered an asset;
  • Previous experience in design of practical manuals or guidelines in the area of development planning and development management;

Languages Requirements

  • Fluency in languages of peoples of Bosnia and Herzegovina.

Longlisting/Shortlisting Criteria

Qualifications as stated in the ToR

Criteria:

Points

Relevant Education

max 10 points
5 points allocated for BA/BSc degree
+ 3 points for MSc/MA
+ up to 2 points for PhD 

Relevant professional experience

max 15 points 

Fluency in English and the official languages in BiH.

max 5 points - will be assessed as:
5 points for fluency and the points decrease as per the level mentioned in the CV:
good - 4 points;
fair/upper intermediate – 3 points;
intermediate - 2 points;
beginner - 1 point. 

 

Technical Evaluation Criteria

Criteria:

Points

Rating based on Qualifications

30

Previous practical experience in the domain of development strategic planning and management in BiH, with a focus on mid-term and annual work planning, monitoring and reporting;

35

Proven record in training design and/or delivery of training to public sector beneficiaries in the area of strategic planning and development processes;

35

Evaluation

Individual  will be evaluated based on the following methodology:

Cumulative analysis

When using this weighted scoring method, the award of the contract should be made to the candidate whose offer has been evaluated and determined as:
a) responsive/compliant/acceptable, and
b) Having received the highest score out of a pre-determined set of weighted technical and financial criteria specific to the solicitation.

  • * Technical Criteria weight-70%
  • * Financial Criteria weight- 30%

Interested candidated must submit the following documents/information to demonstrate their qualifications:
Proposal

  • Personal CV including past experience in similar projects and at least 3 reference
  • Proven record in training design and/or delivery of training to public sector beneficiaries in the area ofstrategic planning and development processes;


Please scan all above mentioned documents and upload as one attachment only online through this website.

Note:

  • For an assignment requiring travel, consultants of 65 years or more require full medical examination and statement of fitness to work to engage in the consultancy.
  • Due to large number of potential applicants, only competitively selected candidates will be contacted for remaining steps of the service procurement process.


UNDP is committed to achieving workforce diversity in terms of gender, nationality and culture. Individuals from minority groups, indigenous groups and persons with disabilities are equally encouraged to apply. All applications will be treated with the strictest confidence.

UNDP does not tolerate sexual exploitation and abuse, any kind of harassment, including sexual harassment, and discrimination. All selected candidates will, therefore, undergo rigorous reference and background checks.


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