Background

In 2007, United Nations Development Programme (UNDP) in Bosnia and Herzegovina (BiH) designed the award winning National Human Development Report with a focus on social exclusion, which revealed that half of the population of BiH is socially excluded. In practical terms this means that they are unable to have a normal standard of living, are not covered by health insurance, have no access to education, cannot participate in society and/or have no adequate access to services. The NHDR 2007 also identified that approximately 22% of the country’s population is extremely socially excluded from the most basic processes and needs.
From a human development perspective, Bosnia and Herzegovina has over the last ten years made stable progress, positioning itself in the group of countries with high human development at 81st place out of 188 countries and territories. However, these gains have neither been sufficient nor inclusive, with communities, groups and individuals left behind in human development progress.
A process of creation towards a Social Inclusion Strategy for BiH was stirred in 2008-2009 by the Directorate for Economic Planning but was stalled for political reasons despite its importance for development of the country. The socially excluded people face very difficult circumstances in Bosnia and Herzegovina. The complexity of governance in the country and the separate jurisdictions place additional constraints to pursue the issue. The division of responsibilities between state, entity, canton and municipal levels makes it extremely difficult to bring about policy change to address social inclusion in a coherent and systemic manner. There is little coordination or cooperation on social inclusion at the different levels and between sectors, and a lack of systematic record-keeping and databases. This is partly due to the fact that there is no social inclusion strategy at the state level, so the area is not addressed by a single strategy, law and policy but separately by different ministries in health care, labor, employment, war veteran's affairs, protection of civilian victims of war, social protection, and at different government levels.
Attributes such as place of residence, ethnicity, age, disability status or gender have continued to limit people’s access to opportunities, resources and participation in society. Institutionalized political and administrative fragmentation along ethnic lines, discriminatory attitudes and limited civic engagement and civil society participation have only reinforced the social exclusion of many people. In the absence of sufficient institutional support, these excluded people have often resorted to finding personal and/or family survival strategies.
Against this background, re-considering the social exclusion situation in Bosnia and Herzegovina more than a decade after the NHDR 2007 seems critical. Even more so, in the absence of a BiH social inclusion strategy the NHDR 2019 will provide state of the art statistical baseline, analytical perspectives and recommendations to improve the lives of the most excluded groups and people in BiH. Ultimately, it is hoped that the findings will inspire and strengthen the commitment of policy makers at all levels to better address social inclusion in the country.

UNDP leads the formulation of the NHDR 2019 and will contribute to the content of the report with its expertise, as well as the UN’s experience in addressing social exclusion through its work in BiH.

UNDP will support the Lead Author/Team Leader in producing a high-quality report as well as in establishing all the necessary platforms for dialogue between stakeholders in order to take the opportunity of the NHDR 2019 to make a real breakthrough for social inclusion in BiH.

Purpose

The National Human Development Report Lead Author/Team Leader will be responsible for delivering a high-quality NHDR 2019 publication to UNDP, and in supporting UNDP in its launch, promotion and post-launch follow-up events.


Objective
The 2019 National Human Development Report on Social inclusion   in BiH is a joint initiative of the Government of Switzerland and the United Nations Development Programme in Bosnia and Herzegovina. Enshrined in the 2030 Agenda is the principle that every person should reap the benefits of prosperity and enjoy minimum standards of well-being. Using the human development paradigm, the aim of the NHDR 2019 is to help improve the ability, opportunity and dignity of people disadvantaged on the basis of their identity to take part in society in Bosnia and Herzegovina.
Based on the findings and recommendations that were made in the NHDR 2007, the NHDR 2019 looks at the steps that have been taken during this decade to improve social inclusion in BiH. This includes an assessment of the policy framework for social inclusion in the country. The NHDR 2019 will also integrate the perceptions of excluded people. Gaps and opportunities to improve the situation of the people and groups who are the most excluded will be identified and translated into policy recommendations and proposals for concrete interventions.

The NHDR 2019 focuses on:

  • Identifying the people and groups who are socially excluded in Bosnia and Herzegovina on the basis of their identity (age, sex, disability, race, ethnicity, religion, migration status, socioeconomic status, place of residence, sexual orientation and gender);
  • Uncovering the causes and patterns of their exclusion from access to employment and income, access to opportunities and services, and participation in political and civic life;
  • Formulating feasible recommendations and identify concrete actions to improve the situation of the people and groups who are the most excluded.


Current draft of the NHDR 2019 and steps ahead:

In the course of 2018, a team of national experts under the leadership of an international Team Leader worked extensively on a first incomplete draft of the NHDR 2019, focusing particularly on its quantitative aspects and measurements, including a set of Social Inclusion and Human Development indices. More specifically the quantitative aspect of the draft provides the following:

  • Analysis of the Human Development Indices (HDI) for BiH and the region, examining changes over time and the contribution of each component;
  • Creation of a new Social Inclusion Index and its application to BiH, the other Western Balkans countries and the EU since 2007;
  • Analysis of micro data from Labor Force Survey and Household Budget Survey in BiH;
  • Detailed analysis of published national and international datasets.

A qualitative aspect of the research has also been initiated through an innovative ICT based tool ‘Citizen Voices’. This tool, which is based on the principle Nothing About Us Without Us is an electronic platform for citizens’ consultation and engagement, that provides important insights into social exclusion root causes, outcomes and patterns in the country. Close to 300 authentic views and experiences of excluded people across BiH and suggestions on what needs to be done to improve their situation were collected.

Based on the above, the current first draft and its dataset provide a solid background for further quantitative and qualitative research and analysis for the NHDR 2019 that will center its narrative around the three aforementioned areas of focus as described in the Objective section above. It is expected that the process of the development of the NHDR 2019 contributes to improving the dialogue between stakeholders at all levels, utilizing the already established Advisory Board  and other possible avenues in building up synergies with ongoing strategic initiatives on social inclusion in the country.

Given that the NHDR 2019 will be used to promote social inclusion in BiH, a voice will be given in the report to the most excluded and potentially excluded people and groups in BiH. This is why it is important to engage with the excluded people at all stages of the report’s formulation. In order to produce state-of-art analysis and policy recommendations, the work on the NHDR 2019 will also entail substantial engagement with key stakeholders involved in policies and initiatives addressing social inclusion in the country (policy makers, EU, World Bank, bilateral donors, NGOs, private sector, etc.). This thorough consultation is particularly important in order to ensure the quality and relevance of the final report.

Duties and Responsibilities

Under the overall supervision of the Deputy Resident Representative and the direct supervision of the Senior Coordinator/ Sector Leader (Project Manager), the NHDR Lead Author/Team Leader will:

  • Prepare the methodology for further quantitative and qualitative analysis, based on the NHDR project document and the available draft of the NHDR 2019, and define the structure of the final report, in consultation with the Project Manager.
  • Lead and coordinate the NHDR 2019 core Expert Team , ensuring a productive team work and efficient and effective distribution of tasks that allows all team members to focus on their discipline.
  • Revise the scope of work for the core Expert Team as required, including the drafting of terms of reference for experts, based on the chosen methodology to conduct the quantitative and qualitative research in the country, in consultation with the Project Manager.
  • Coordinate with the Project Manager the meetings of the Advisory Board, UN agencies and other relevant stakeholders, and integrate their inputs while ensuring smooth communication with the Project Manager in all phases of the report formulation. This entails holding regular consultations, meetings, updates and reviews.
  • Design and moderate verification workshops, and all other workshops pertaining to the NHDR 2019 formulation in consultation with the Project Manager.
  • Produce a final draft of the NHDR 2019 (maximum 80 pages without annexes), ensuring state-of-art quality of the publication, including an executive summary, conclusions and recommendations, to be approved by the Project Board .
  • Prepare two discussion papers based on the findings of the NHDR 2019, the topics of which will be agreed with the Project Manager and approved by the Project Board.
  • Prepare three concept notes that could provide a basis for specific projects on social inclusion, based on the findings of the NHDR 2019 and opportunities identified during the consultations with stakeholders. 
  • Prepare inputs and materials for the NHDR media campaign, official launching, including presentations, core messages and findings, as well as presenting it during the release, dissemination and promotion as appropriate.
  • Engage in post-launch follow-up events.

With the above mentioned specific responsibilities, the Lead Author/Team Leader needs to assure that the report meets the following standards in compliance with HDR preparation check-list - http://hdr.undp.org/sites/default/files/checklist_preparingthereport.pdf, and within overall guiding principles outlined in HDR Toolkit: http://hdr.undp.org/sites/default/files/nhdr-toolkit.pdf: 

  • The Report adopts a people-centered analytical approach throughout;
  • The Report applies a holistic and interdisciplinary approach in its analysis;
  • Gender Equality issues are addressed from onset;
  • The Report has a clear logical flow;
  • Data and analysis in each chapter do not duplicate but complement one another;
  • Multiple sources of data are considered to ensure the most suitable data sources and avoid data discrepancies among different chapters of the Report;
  • Analysis, arguments and statements are well founded on facts, data evidence with clear references;
  • Cross-cutting issues such as information and communications technologies, governance, environment are considered in the Report;
  • The Report is written with clear language and is organised into appropriate headings and sub-headings which clarify its aim and ensure the readers’ interest is maintained;
  • Presentation of data is creative and understandable for general readers;
  • Terminology, acronyms etc. and are used consistently;
  • The Report contains standard references and notes (i.e. definitions, technical notes, bibliography, etc.)

Deliverables/outputs

Deliverables / outputs; # of days per task; Due date; Percentage

  • Penultimate draft of the NHDR 2019 presented to the Project Board, including executive summary, conclusions and recommendations, all comments integrated; 30, End of June 2019, 50%;
  • A final draft of the NHDR 2019 produced, ensuring state-of-art quality of the publication. Follow up events, organized as agreed with the Project Manager, 20; End of July 2019, 33%;
  • Two discussion papers based on the findings of the NHDR 2019, the topics of which will be agreed with the Project Manager and approved by the Project Board prepared; Three concept notes that could provide a basis for specific projects on social inclusion, based on the findings of the NHDR 2019 and opportunities identified during the consultations with stakeholders prepared; Key NHDR 2019 findings and core messages drafted for the media campaign, 10; End of August 2019; 17%

Competencies

Corporate Responsibility and Teamwork:

  • Demonstrates commitment to UNDP’s mission, vision and values;
  • Displays cultural, gender, religion, race, nationality and age sensitivity and adaptability;
  • Plans, prioritizes and delivers tasks on time;
  • Strives for and promotes excellence in performance continually;
  • Participates effectively in a team-based, information-sharing environment, collaborating and cooperating with others;
  • Generates ideas and seizes opportunities to support corporate strategic objectives.


People Skills:

  • Demonstrated ability to work harmoniously with persons of different national and cultural backgrounds;
  • Recognizes and responds appropriately to the ideas, interests, and concerns of others;
  • Builds trust and engenders morale by displaying open, transparent and credible behavior;
  • Respects individual/cultural /gender differences; utilizes diversity to foster teamwork;
  • Ensures others’ understanding of, involvement in, and adaptation to a change process.

Partnering and Networking:

  • Communicates sensitively and effectively across different constituencies;
  • Ability to work as a member of a team as well as work autonomously.

Results-Orientation:

  • Plans and procedures quality results to meet established goals.

Communication:

  • Technical writing skills, formulates written information clearly and persuasively;
  • Strong communication skills;
  • Shares information openly with co-workers and partners while using discretion to protect confidences;
  • Presents information in a clear and articulate manner.

Job Knowledge and Expertise:

  • Demonstrates substantive and technical knowledge to meet responsibilities and post requirements;
  • Advanced knowledge in gender equality;
  • Strong analytical skills;
  • Executes day-to-day tasks systematically and efficiently;
  • Initiative and sound judgment.

Required Skills and Experience

Academic Qualifications/Education

  • Masters degree in social sciences  at the minimum, Phd is an asset

Experience

  • At least ten years of experience in issues related to social inclusion in the overall human development context with a focus on socio-economic analysis, experience with gendered analysis;
  • Proven ability to undertake professional research using both quantitative and qualitative methods and experience with the development of composite indices;
  • Proven analytical skills and ability to write concisely and clearly and to deliver on time;
  • Proven credentials in project design, methodology design, and conducting assessments;
  • Supreme writing skills;
  • Knowledge of local context including institutional arrangements, and socio-economic development levels;
  • Proven communication and advocacy skills, and ability to work in an environment requiring liaison and collaboration with multiple actors including government representatives, donors and other stakeholders;
  • Relevant knowledge and experience in the region;

Languages Requirements

  • Excellent writing, editing, and oral communication skills in English

Other Requirements

  • Familiarity with UNDP and UN system policies, including Human Development Reports and with the application of the human development paradigm to social inclusion context;
  • In-depth knowledge on relevant development issues and ability to advocate and provide policy advice;
  • Ability to lead teams effectively and show conflict resolution skills;
  • Strong organization, communication as well as negotiation skills;
  • Ability to build strong relationships with clients and external actors.


Evaluation

Individual consultants 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 individual consultant 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%

Applicants are required to submit an application including:

Interested individual consultants must submit the following documents/information to demonstrate their qualifications:

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

 
Financial Proposal

Lump sum contracts
The financial proposal shall specify a total lump sum amount, 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.  In order to assist the requesting unit in the comparison of financial proposals, the financial proposal will include a breakdown of this lump sum amount (including travel, per diem, and number of anticipated working days).

Travel;
All envisaged travel costs must be included in the financial proposal. This includes all travel to join duty station/repatriation travel.  In general, UNDP does 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.


Criteria Max. Point
Technical (70%) 

  • Criteria A Quality of proposal/methodology                      
  • Criteria B Relevant experience/CV
  • Criteria C Proven credentials of superior writing skills/referential publications
  • Criteria D Demonstrated experience in working on social inclusion /marginalized people issues

Financial (30%) Financial offer that includes all travel costs


Long/Shortlisting Criteria
Criteria Points

  • Relevant Education max 15 points (10 points for MSc/MA; + 5 points for PhD);
  • Relevant professional experience, including applied research methods relevant for the subject, teamwork/leadership skills etc. 15 points;
  • Prior work experience with multi-lateral organisations, especially UNDP/UN  max 10 points;
  • Knowledge of English/Referential publications max 10 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/CV 20 %;
  • Quality of proposal/methodology 20%;
  • Proven credentials of superior writing skills/referential publications 20%;
  • Demonstrated experience in working on social inclusion /marginalized people issues 15%;
  • Oral interview 25%.

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.