Terms of Reference- ENGAGE Baseline Study – Deadline Extension to 17th June 2022

Caribbean, Guyana

Notice of Deadline Extension to 17th June 2022

Baseline Study Terms of Reference

Empowering the Next Generation: Agency and Gender Equality (ENGAGE) Project

  1. Introduction

World University Service of Canada (WUSC) is a Canadian non-profit organization working to create a better world for all young people. We bring together a diverse network of students, volunteers, schools, governments, and businesses who share this vision. Together, we develop solutions in education, economic opportunities, and empowerment to overcome inequality and exclusion for youth around the world, particularly young women and young refugees. WUSC currently works in 25 countries across Africa, Asia, the Middle East, and Latin America, with an annual budget of approximately CAD $40 million. We have over 90 staff in our Ottawa office and over 200 people overseas implementing 16 development projects in collaboration with donors, including Global Affairs Canada; the UK Foreign, Commonwealth, and Development Office (FCDO); the MasterCard Foundation; World Bank; the Asian Development Bank; and the African Development Bank. 

WUSC is implementing the Empowering the Next Generation: Agency and Gender Equality (ENGAGE) project to support the enhanced empowerment of young people, including young women, in Indigenous communities in Guyana. The ENGAGE project is funded by the Government of Canada.  WUSC is now seeking qualified local consultant(s) to conduct the gender- responsive baseline study for the five-year project.

  1. Background of Project

ENGAGE will provide opportunities for young women and men in rural Indigenous communities in Regions 1, 7, 8, and 9 of Guyana to amplify their voices, improve and diversify their life options and chances for success, and participate more actively and meaningfully in decision-making. The project will address systemic barriers impacting the agency of young people within these communities, including barriers to gender equality, to ensure that young women, in particular, are heard, respected and supported. The project will also strengthen the effectiveness of local, regional and national authorities to better understand and respond to the needs, aspirations and realities of young people, especially young women, in Indigenous communities in Guyana. These efforts at the individual, community and institutional levels will build the conditions for a more empowered and more equal generation of young people in Guyana. 

By investing in the empowerment of young people, and young women in particular, we can strengthen the foundation of  more equitable, inclusive, and sustainable societies, where inequitable social norms are challenged, where all young people are able to secure a good quality of life for themselves, their families, and their communities, and where youth voices are influencing policy and decision making in a meaningful way. ENGAGE will adapt lessons learned and best practices from WUSC’s global development programming experience in its implementation of the ENGAGE project. The following are the ultimate, intermediate and immediate outcomes as per the project proposal. These will be further modified and validated during the project implementation plan phase. 

The ultimate outcome of ENGAGE is: Enhanced empowerment of Indigenous youth, especially young women, in Guyana.

The intermediate outcomes are: 

  • Increased equitable engagement of Indigenous youth, especially young women, in personal, household and community decision-making; and
  • Strengthened effectiveness of local, regional and national authorities and other key actors in the delivery of sustainable programs that respond to the needs and aspirations of Indigenous youth, especially young women.

The immediate outcomes are: 

  • Increased capacity of Indigenous youth, especially young women, to make informed decisions for themselves, their households and their communities;
  • Improved attitudes of community members and leaders towards Indigenous youth, especially young women, and their value to society and decision-making processes;
  • Increased capacity of local and regional authorities to develop sustainable gender- and youth-sensitive community development plans; and
  • Increased capacity of national authorities and key actors to design and manage sustainable gender- and youth-sensitive programs and services that respond to the needs and cultural realities of Indigenous communities. 
  1. Purpose and Objectives of the study

The primary objectives of the ENGAGE baseline study are the following:

  • Develop/refine indicators in the Performance Measurement Framework (PMF)
  • Collect data on indicators in the PMF, which can then be used to assess progress on/toward the achievements of outputs and outcomes (immediate, intermediate and ultimate) over the timeframe of the project and ex-post (as necessary);
  • Inform the development/confirmation of targets for inclusion in the PMF;
  • Collect quantitative and qualitative data to inform program design and implementation; 
  • Collect quantitative and qualitative data on gender and power dynamics to inform the program gender equality and social inclusion strategy;
  • Build staff and stakeholder capacity, buy-in and ownership over M&E activities.
  1. Scope of Study 

The consultant will serve as the lead coordinator of the ENGAGE gender-responsive baseline study. The consultant will be responsible for the following activities in coordination with WUSC’s baseline advisory committee (comprised of the ENGAGE Project Director, ENGAGE Monitoring and Evaluation Specialist, WUSC Monitoring, Evaluation, Research and Learning (MERL) Advisor, WUSC Gender and Social Inclusion Advisor, WUSC Economic Opportunities Technical Advisor, and ENGAGE Senior Project Officer), as well as other country office staff members, as appropriate:

  • Developing/refining indicators in the Performance Measurement Framework (PMF)
  • Securing appropriate permissions to access targeted communities
  • Developing and refining the study’s design, sampling strategy and data collection tools/protocols;
  • Establishing an operational/management structure for the gender-responsive baseline study, including recruiting field team leads, enumerators, data entry personnel;
  • Field team training on the project background and Indigenous-sensitive, gender-sensitive, youth-sensitive, and participatory approaches to data collection;
  • Field team training on ethical conduct of research with Indigenous communities, emphasizing free, prior and informed consent;
  • Pilot testing, rollout and completion of data collection across target communities;
  • Ongoing data quality assurance;
  • Conducting validation workshops with project stakeholders involved in the study;
  • Data cleaning and analysis;
  • Delivering a final baseline study report; and 
  • Presenting findings to WUSC and key stakeholders at a dissemination event.

The study is expected to collect data to inform program indicators as outlined in the PMF. Tentative indicators as per the project proposal are as follows. 

1. Development Progression Index (DPI)
2. Level of awareness, confidence, and capability of Indigenous youth, particularly young women, to engage in personal, household and community decision-making
3. % of Indigenous youth, particularly young women, taking up leadership roles in school, workplace, household and community
4. Level of organizational capacity (across a range of gender-sensitive delivery effectiveness, and responsiveness criteria) of key local, regional, and national authorities, and other actors, targeted by the project
5. Level of effectiveness (across a range of gender-sensitive program delivery criteria) of key local, regional, and national authorities, and other actors, targeted by the project
6. % of Indigenous youth, especially young women, who feel they have gained new and relevant knowledge, skills and attitudes from participating in project activities
7. Level of participation of Indigenous youth, especially young women, in community planning initiatives designed to improve household and community conditions
8. % of recognized community leaders who express clear support for the prioritization of Indigenous youth, including young women, in decision-making processes
9. Level of participation (within areas targeted by the project) of Indigenous youth, especially young women, in community-level decision-making structures
10. Level of satisfaction of local and regional authorities with the support that they received while participating in training and other capacity-building project initiatives
11. Extent to which local and regional community development plans include sustainable gender- and youth-sensitive investments
12. # of sustainable gender- and youth-sensitive programs and culturally-relevant services offered that respond to the needs of in rural Indigenous communities
13. Level of satisfaction of Indigenous youth and community members, with the programs and services being offered by national authorities

Note that the above indicators will be modified, potentially significantly, based on inputs from the successful candidate and further conversations with the project team. It is anticipated that indicator refinement will require a substantial level of effort, as highlighted in Section 7 below, and candidates should highlight an approach to indicator refinement in their proposals and accompanying budgets.  

The study is also expected to encompass a rapid-gender analysis to examine discrimination and inequality that prevent women, children, their families, and communities from claiming their full and equal rights. The study should investigate how gender and power inequalities intersect and the types and depth of discrimination in each context. The findings should allow the project team to design programming in a way that positively transforms unequal power relations and ensures all stakeholders can equitably access, participate in, be decision makers for, and benefit from activities. The study should therefore examine the following, as relevant to and in line with the scope of the program:

  1. Patterns of decision making;
  2. Roles, responsibilities and time-use;
  3. Social norms, beliefs, and practices; 
  4. Access to and control over resources; 
  5. And safety, dignity, and well-being
  1. Study approach and methodology

The overall methodology for the baseline study should be established and detailed by the consultant in the proposal, with priority emphasis on gender-sensitive and youth-sensitive approaches and alignment with best practices in conducting research with Indigenous communities. It is anticipated that the study will use mixed-methods. Where possible, participatory approaches are encouraged. Any assumptions upon which the methodology is contingent should be clearly articulated. 

While the consultant, informed by discussions with Ottawa and country-based project personnel, is encouraged to suggest alternative methodologies, the following data collection methods may be considered:

  • Document review (e.g., project planning documents, relevant secondary literature, gender and youth analyses, evaluation/research reports on related interventions, relevant regional/national-level statistics, etc.)
  • Key informant interviews (e.g., with relevant government/ministry officials; regional, district, and village leaders; representatives of local and other NGOs/partner organizations working in the targeted communities, )
  • Focus group discussions (with community members, with a focus on women and youth (f/m))
  • Household survey (of community members, with a focus on women and youth (f/m))

The consultant is expected to propose a detailed methodology for assessing all (updated and refined) project indicators using a combination of these and/or other methods, as appropriate; however, the consultant should ensure that both qualitative and quantitative methods are included. The approach to conducting the rapid-gender analysis should be clearly articulated in the methodology.

The proposed methodology should be replicable at midterm and end line with the aim of assessing change against outcome indicators over the project lifetime, as well as the project interventions’ contributions to observed outcomes. 

The consultant should clearly outline in the proposal the types of statistical analyses that will be carried out in the study (descriptive and inferential), as well as detailed data quality assurance protocols.

  1. Key Activities and Deliverables 

The selected Consultant will have overall responsibility for the design and implementation of the study, and for ensuring quality and timeliness of all deliverables. The Consultant will be responsible for designing the study, sampling, data collection tool development and piloting, enumerator recruitment and training, data collection, data entry, data analysis, report writing, and results dissemination.

The key activities and deliverables expected from the Consultant(s) for this assignment are as follows:

  • Review all documents, studies and other data sources relevant to ENGAGE.  
  • Participate in an inception meeting to clarify expectations of the mandate and provide contextual information necessary to produce the inception report and plan
  • Consult on the development/refinement of performance measurement indicators
  • Develop an Inception Report 

A detailed inception report and work plan is to be produced that includes the following elements:

  • Baseline study design and methodology, including gender-, youth- and Indigenous-sensitive data collection approaches
  • Methodology for carrying out the rapid gender analysis
  • Qualitative and quantitative sampling strategies, as well as proposed sample sizes
  • Detailed work plan and overall study timelines. 
  • Level of effort of each team member
  • Detailed study budget, including professional fees, expected reimbursable, etc.
  • A copy of quantitative and qualitative tools for data collection
  • Review/Finalization of data collection tools

Development of quantitative and qualitative tools for data collection. These tools will be reviewed during the inception phase and must be included in the inception report/work plan. 

  • Develop Enumerator Guidelines and Protocols for Data Collection
  • Coordinate/Conduct Enumerator Training following a detailed agenda and outlining study protocols (this agenda should be included in the inception report)
  • Coordinate/conduct/supervise data collection, as per agreed methodology
  • Ensure data quality by reviewing initial data entry and providing feedback to data collection leads, where applicable
  • Analyze qualitative and quantitative data. It is also expected that the Consultant will do a critical analysis of the data through statistical treatment and triangulation with other sources and literature review.
  • Draft and final Study Report, including Executive Summary and Full Consolidated Report. The final report is to be submitted in both Word and PDF versions with all annexes and raw data files included. A suggested Table of Contents (ToC) will be provided by WUSC. 
  • Copies of original and cleaned data sets including any field notes are to be submitted to WUSC with the draft report.
  1. Time Frame and Level of Effort

The period of the contract is expected to be from 1 July 2022 to 30 September 2022 with an expected contribution of approximately 52 working days over three months. The consultant is expected to carry out all the preparation required to roll out the study as per the suggested time frame below. Dates will be reviewed and finalized during the inception meeting.

Task/OutputLevel of Effort (in days)Expected Time Frame
Document Review and Literature Review 2July 4-5
Inception Meeting1July 6  
Development/refinement of KPIs2July 7-8
Develop draft Inception Report and Work Plan (which includes permission to access the indigenous villages from the Ministry of Amerindian Affairs)5July 11-15
Integrate comments from WUSC and submit Final Inception Report 2June 21-22 
Preparation for Country Enumerator/Data Collector Training and preparation with country office3August 1-3
Enumerator Training and Pilot3August 4-6
Data Collection20August 8-September 2
Data cleaning, entry and analysis5September 5-9
Draft Study Report (following report structure outlined provided)5September 12-16
Incorporate feedback and comments of organization and submit Final Report2September 22-23
Dissemination/validation event2September 30  
  1. Qualifications of Consultant(s) 
  • Minimum of 10 years of experience in designing studies, collecting data and producing quality baseline study reports, preferably for international non-profit organizations and/or multilateral agencies
  • Proven experience in sound sampling, mixed methods approaches (quantitative and qualitative), tool development, enumerator training, and data quality assurance
  • Ability to recruit and manage enumerators for qualitative and quantitative components
  • Expertise in participatory approaches to data collection
  • Expertise in youth- and gender-sensitive approaches to data collection
  • Experience working with Indigenous communities in the target regions
  • Excellent facilitation skills and experience with community engagement
  • Knowledge and experience in gender equality and youth empowerment
  • Demonstrated experience in quantitative and qualitative data analysis
  • Ability to produce high quality work under tight timeframes
  1. Application Packages and Procedures

Qualified and interested parties are asked to submit the following: 

  1. Letter of interest 
  2. Detailed technical proposal clearly demonstrating a thorough understanding of this ToR and including the following: 
    1. Description of the capacity and qualifications of the team or consulting firm, including previous relevant experience
    2. Description of the proposed approach and methodology, including data collection, sampling strategy, data analysis, integration of gender- and youth- considerations and ethical standards, quality assurance  
    3. A proposed timeframe detailing activities and a schedule/work plan (including a Gantt chart)
    4. Team composition, qualifications and level of effort of each proposed team member 
  1. A financial proposal with a detailed breakdown of costs for the study 
  1. Itemized consultancy fees/costs
  2. Itemized field data collection expenses
  3. Itemized administrative expenses
  4. Validity period of quotations
  5. Expected payment plan and method
  1. Curriculum Vitae(s) of all proposed staff outlining relevant experience
  2. Names and contact information of three references who can be contacted regarding relevant experience
  3. A copy of a previous reports of similar work undertaken 
  4. A Consulting Firm profile (if applicable). 

Complete applications should be submitted electronically to:

WUSC, c/o Katherine Wihry, Monitoring, Evaluation, Research and Learning Advisor at [email protected]  with the subject line of:  ‘ENGAGE Baseline Study Application’

Please note that the deadline for the application package has been extended to end of business day on 17th June, 2022. There will be no further deadline extensions.

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