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Terms of Reference
Independent External Final Evaluation
Project Title : Business Development Support to Salt Farmers in Amed, Bali (Mekarya Project)
Funder : William & Lily Foundation
Project Period : 30 October 2019 – 31 December 2021
Evaluation Period : September 2021 – November 2021
Introduction & Rationale for Evaluation
The William & Lily Foundation (WLF) is an Indonesian-based philanthropic foundation established in 2009 as an outgrowth of the philanthropic legacy of William and Lily Soeryadjaya. As an active grant-making foundation, WLF works closely with implementation partners on four focus areas: education, health, economic empowerment and enabling environment. WLF is committed to impactful and responsible interventions in its efforts to empower underprivileged communities across Indonesia. Although the scope of WLF philanthropic endeavours is countrywide, its current geographical focus centres on eastern Indonesia, particularly on the island of Sumba and Bali.
In October 2019, WLF formed a partnership with Platform Usaha Sosial (Plus) in implementing a two-year project entitled Business Development Support to Salt Farmers in Amed, Bali. This project is called Mekarya, which aims to provide capacity building assistance to the salt farmers community (“MPIG”) in Amed by achieving the following outcomes: 1) improved MPIG capacity to run better business practices; and 2) MPIG has a stronger pipeline in establishing business partnerships.
The Mekarya project’s interventions include providing one-on-one business coaching assistance to the management team of Amed Salt Farming Cooperative (also called MPIG Garam Amed) to improve their business literacy and skillset, and to design tools for their operations (such as for marketing and business processes) that can be used by the management team moving forward. Project’s beneficiaries are mainly members of MPIG Garam Amed. The project also collaborates intensively with key stakeholders, such as village government, civil society organizations and government institutions at district and provincial level (i.e., BPOM, Tourism office, Industry and commerce Office, Cooperative offices, etc).
As this project is nearing completion, WLF plans to conduct a comprehensive final evaluation that will provide a 360 degree outlook not only on project performance measured against its intended outcomes, but also on the effectiveness of project management and implementation process, the appropriateness of chosen interventions, as well as to evaluate whether this project has applied the value for money principal. As per WLF’s policy, this project is subject to external independent evaluation. WLF is therefore seeking individual or a team of evaluators to conduct this evaluation.
Purpose, Scope and Users of Evaluation
The first objective of this independent evaluation is to provide a comprehensive evaluation on the project management and implementation process performed by the implementing partner, in this case Platform Usaha Sosial (PLUS); particularly on how the project was able to meet the agreed upon project objectives, outcomes and outputs, as well as to evaluate whether the project has been carried out in a cost-efficient manner. The second objective is to analyse and document the challenges faced, lessons learned and, if any, best practices produced. Last but not least, this evaluation also aims to understand the efficiency and effectiveness of the grants and technical support WLF provided to the implementing partner during the lifetime of the project.
The evaluation will cover the project's various components (such as the expected outcomes, outputs, and activities) as reflected in the project document as well as subsequent modification and alterations made during its implementation. As a key objective of this project has been to build sustainability for MPIG’s business operations, this evaluation is also expected to cover the effectiveness of MPIG’s marketing strategies and partnerships with other parties as well as the strengthened institutional legal aspects. The main user of findings and recommendations from this evaluation will be the William and Lily Foundation. Other potential users may include but not limited to the Foundation’s implementing partners and relevant stakeholders as necessary.
The evaluation will be based on a participatory approach, involving a wide range of selected key stakeholders. The evaluation will use both primary and secondary data sources for probing the progress and for generating evidence in support of the findings. Overall, the evaluation approach should refer to OECD-DAC criteria (considering factors such as relevance, coherence, effectiveness, efficiency, sustainability and impact). To the extent possible, quantitative and qualitative data will be collected, validated, triangulated and analysed. The evaluation process will include desk reviews, interviews and observation. The proposed methodology is not fixed, however, and can be adjusted by the Evaluator if considered necessary, in accordance with the scope and purpose of the evaluation and in consultation with the WLF team.
Evaluation Criteria and Suggested Questions
The Project will be evaluated against criteria such as its relevance to organization mission and objectives of organization, the validity of project design, project effectiveness, the efficiency of resource use, the impact orientation and sustainability. To summarize, the external independent evaluation should address the following key questions:
Evaluator’s Responsibilities and Deliverables
To be submitted to WLF as per report outline and timeline. The quality of the report will be determined based on quality standards defined by WLF. The report should also, as appropriate, include specific and detailed recommendations by the Evaluator based on the analysis of information obtained. The report should also include a specific section on lessons learned and good practices that are relevant for better performance and delivery for future project or could be replicated or those that should be avoided.
The evaluation will be conducted by a team comprised by a team leader and a team member.
Proposed Time Line
The evaluation is foreseen to be undertaken in the time period of September 2021 to November 2021 with the aim to submit the final evaluation report to WLF no later than end of November 2021. The actual implementation of this evaluation will depend on the pandemic situation where movements are restricted
Proposal Submission Criteria
The proposed evaluation design must take into account Covid-19 health protocol and alternative methods of data collection during the period of restricted movement. The proposal should at least contain the following information:
How to Apply
Interested organizations/consultants are invited to send a proposal (including most updated CVs of team members, budget, and samples of previous evaluation reports) through the following link, https://tinyurl.com/mekarya-eval before 6 August 2021 at 23:58 Jakarta time. Only shortlisted candidates will be contacted.
Experience * Required