PMTC (Zambia) Limited (in consortium with Ecorys UK) is seeking to engage a suitably qualified consultant to carry out an Endline survey of the ‘Support to Civil Society Organisations in Environment and Natural Resource Management in Zambia, Phase 2 (CSEF 2) ’ project. The CSEF 2 project focuses on building the capacity of Civil Society Organisations (CSOs) that are working in the environment and natural resource management (ENRM) sector in Zambia.

The objective of the Endline study is to design and undertake, in consultation with the CSEF 2 PMU, an analysis of the status of key datasets across a sample of Zambian CSOs working in the environment and natural resource management sector, and to utilise this data to provide endline values for the Project Logical Framework, attached as Annex One.

2. Objective of the Project

2.1. The overall objective of the project is “to enhance the role of civil society organisations (CSOs) to implement sound environmental management projects and promote sustainable and equitable development in Zambia.”
2.2. This overall objective is underpinned by the project purpose, which is “to initiate and implement funding mechanisms, enhance capacity development, advocacy and dialogue processes to enable CSOs to work for environmentally sustainable development.”
2.3. There are three expected outcomes of the project, namely:
a. Enhanced contribution of CSOs to various environment and natural resources management processes in Zambia, as a result of improvements in institutional and technical capacities of these organisations;
b. Enhanced coordination, information sharing, communication and networking amongst CSOs through improved capacity in advocacy and policy dialogue in environmental and natural resource issues; and
c. Increased number of environment and natural resource projects across sectors preventing and reversing environmental degradation.

3. Project Objectives, Expected Results and Objectively Verifiable Indicators

3.1. The overall objective of CSEF2 is to “to enhance the role of civil society organisations (CSOs) to implement sound environmental management projects and promote sustainable and equitable development in Zambia.”
3.2. Leading on from this overall objective, the Project has developed a comprehensive Logical Framework complete with a number of Specific, Measurable, Achievable, Realistic and Time bound (SMART) indicators.
3.4. Appendix 1 provides a summary of the project’s specific objectives, expected results and indicators extracted from this logical framework. It contains only the impact specific indicators relevant for program Implementation.

4. Description of the Assignment

4.1. The CSEF2 PMU are seeking a consultant/consultancy team to carry out an Endline study for the CSEF2 project.
4.2. The End line study’s overall goal is to provide post intervention information that will help CSEF2 and stakeholders to assess the short term impact resulting from the project implementation.
4.3. The specific objectives of the evaluation are:

  • Measure and document post intervention levels of project indicators as defined in the Logframe
  • Capture qualitative changes that have occurred within the civil society sector in Zambia as a result of the CSEF2 Project, and compare these changes to the findings in the baseline report.
  • To inform the CSEF 2 “End of project evaluation” that will be commissioned by the Ministry of Foreign Affairs of Finland later in the course of the year.

5. Specific Objectives of the Endline Study

5.1. The specific objectives of the Endline Study are:

  • Design and carry out an Endline study using the methodology that was developed and used during the baseline study
  • To measure progress towards achievement of targets and results by making a comparison with the baseline data
  • To assess the Endline status / project results and overall impact of the CSEF2 project
  • Perform an analysis comparing the results of the baseline study and Endline study.

6. Scope of Endline Study

6.1. The scope of the Endline Study will include:

  • Parameters for measurement of programme results including, Relevance, Effectiveness, Efficiency, Impact, Quality Delivery of Programs, and stakeholder participation as per the project outputs disaggregated by CSEF2 Grant CSOs, and other CSOs not part of the CSEF2 Grant Mechanism ;
  • Current CSEF2 Project Progress results compared with Baseline results per specific output and outcome indicators;
  • Compare Institutional Strengths of CSEF2 Supported CSOs to Non CSEF2 Supported CSOs
  • Parameters for the measurement of the project’s impact and long term changes in the organisational development and contribution of CSOs to ENRM in Zambia;

7. Proposed Methodology

7.1. The CSEF2 Baseline Study and the CSEF2 Endline Study
7.1.1. The CSEF2 Baseline study was completed in January 2016.
7.1.2. The objective of the baseline study was to design and undertake an analysis of the status of key datasets across a sample of Zambian CSOs working in the environment and natural resource management sector, and to utilise this data to provide baseline values for the Project Logical Framework
7.1.3. The approach comprised a mixed methodology, comprising quantitative and qualitative tools and analyses, as well as participatory methodologies in which sectoral stakeholders were consulted.
7.1.4. The survey sample consisted of CSOs in the ENRM sector as primary respondents as well as government departments/institutions and cooperating partners as secondary respondents. The primary respondents consisted of 20 CSOs from across 7 provinces and 12 districts of the country.
7.1.5. However of the 20 sample CSOs surveyed at Baseline, only three subsequently went on to receive CSEF2 grant support, while another three received capacity building support. The CSEF2 PMU consider this sample may now be of limited value in terms of measuring the impact of the project and that a revised sample may need to be surveyed for the Endline study.
7.1.6. In addition to the CSEF2 Baseline Study, other studies carried out on behalf of the CSEF2 project include the CSEF 2 Mid Term Evaluation and the Review of the Pilot Year of the CSO Environment Hub.
7.1.7. It is envisaged that the assignment will include desk-based analysis of secondary data, as well as field based assessment of primary data gathered from a limited sample of CSOs active within the sector.
7.1.8. The consultant will use the existing tools and methodologies developed for the baseline study to guide both the primary and secondary data capture and analysis, notwithstanding any necessary adjustments proposed by the consultant.
7.1.9. In particular, the Consultant will propose how best to revise the sample of CSOs in order to make it more representative of CSOs who benefited from CSEF2 (as grant or capacity building recipients). The CSEF 2 PMU will support the consultant to establish a suitable sample for the primary data capture and analysis, and support the logistical requirements of carrying out data collection.
7.1.10. Once the data (primary and secondary) has been collected, the consultant(s) will be required to prepare a comprehensive Endline Study Report. The report will clearly show the methodology utilised and provides a detailed, in depth analysis of the findings.

7.2. The consultant(s) will propose a detailed methodology, but indicatively the process will include:

  • Review of CSEF2 Baseline Study Report and associated methodology and tools;
  • Desk based review and secondary data collection;
  • Revision of sample group of stakeholders as appropriate;
  • Primary Data collection from sampled respondents;
  • Production of Endline Study Report.

7.3. The consultant(s) will be responsible for:

  • Carrying out a desk review of secondary data including CSEF2 Development Plans, sector specific plans covering CSEF2, development partners (Government Departments, NGO’s) documents on implementation of CSEF etc.;
  • The full development of the Endline study methodology, including any adjustments to the baseline methodology in terms of types and methods of data collection, sample composition and data analysis;
  • Carry out Endline study including data collection through in-depth interviews with CSOs, secondary beneficiaries and (as required) other stakeholders;
  • Producing a draft report and presenting findings to all stakeholders including Ministry of Foreign Affairs (MFA) Finland and CSEF2 PMU.
  • Completing a full report based on study findings, which incorporates relevant feedback from the stakeholders
  • Presentation of final Endline study report.

8. Expected deliverables

8.1. The following are the key deliverables for the Endline study process;

  • Detailed Endline study framework/design and implementation plan agreed with CSEF2 PMU;
  • Revision of the sampling framework and methodological justification; and
  • Endline Study Report (Draft and Final Version).

9. Proposed Level of Effort

9.1. It is proposed that the Endline Study should take no more than thirty (30) working days, though this will be finalised based on the detailed methodology.

10. Proposed Location and Timing of the Assignment

10.1. The assignment will be conducted from the consultants’ home office, with limited field work conducted across Zambia, as per the agreed sampling framework.
10.2. The assignment should commence on August 13th 2018.
10.3. The assignment should be completed by November 30th 2018.

11. Profile of the Consultant:

11.1. Applicants should demonstrate the following key qualifications and professional experiences/competencies:

  • Post-graduate degree in International Development; Social Sciences, Environment and Natural Resource Management, and/or Monitoring and Evaluation;
  • Proven experience in qualitative and quantitative data collection and analysis study;
  • Proven experience in participative approaches to monitoring and evaluation;
  • Experience in baseline, endline and participatory research methodologies;
  • Experience in working with/consulting activities with regards Civil Society Organisations;
  • Experience of working with Environmental Civil Society Organisations in Zambia;
  • Strong command of the English language (written and oral);
  • Knowledge of Key Zambian languages is an added advantage in data collection; and
  • Understanding/experience of Development Cooperation Policy and practice of the Ministry for Foreign Affairs of Finland.

12. Application Process

12.1. Full applications should be submitted electronically to the CSEF2 PMU ( by no later than 17:00 on Monday 6th August 2018 for review and appraisal. Only shortlisted applicants will be contacted by the PMU.
12.2. It is expected that the consultant will provide in their application:

  • A covering letter outlining the applicants suitability to the task, including details of track record in designing and undertaking studies of this nature;
  • At least three contactable references of past clients who can attest to design and maintenance performance;
  • Full technical CV’s of all technical staff proposed;
  • A fully costed quote for the consultancy in the form of Gross Daily Fee Rates and number of days envisaged to carry out the assignment;
  • The quote should provide for fee rates only, as the reimbursable costs associated with fieldwork will be decided in conjunction with the CSEF 2 PMU during contract negotiations.

12.3. The CSEF2 PMU will prepare a shortlist of consultants on the basis of the applications received, and will then undertake full technical interviews of shortlisted candidates to inform the procurement appraisal and decision.

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