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Terms of Reference to conduct a Business Survey

Closing on: Jun 21, 2024
Project NameAdvancing gender equality for climate change resilience and adaptation in Manafwa district, Eastern Uganda.
Project lifespan1 year  
LocationFuluma Parish, Butta Sub County, Manafwa District
Study RationaleTo review and assess economic and business opportunities for climate resilience and provide recommendations on which climate resilient products and businesses are to be prioritized for the benefit of women and youth from Butta.
Anticipated report release date30th July 2024.
  1. Context and project background

Advancing gender equality for climate change resilience and adaptation in Manafwa district, Eastern Uganda is a project funded by the Welsh Government. This project contrasts the business-as-usual approaches to climate change adaptation and mitigation projects which tend to treat men’s needs and concerns as the ‘norm’ and, as such, are considered ‘gender-blind’. Such gender-blind approaches, however, fail to recognise the differences in how women and men are affected by climate hazards, and the difference in opportunities that women and men have to participate in climate solutions. Gender-blind interventions risk perpetuating or deepening gender inequalities, as well as undermining climate resilience and climate change mitigation goals.

On the contrary, climate-resilient development interventions should be designed and implemented so that they intentionally improve women’s and girls’ status and agency (meaning, their capacity for individual choice and action). It is for this reason that METGE’s new gender project seeks to deliberately promote a gender-responsive approach which is more effective, and more sustainable, than a project without them. It intentionally seeks to enhance women in decision-making roles as well as active delivery by achieving positive results in terms of climate-compatible development goals.

One of the key focus in the project is creating new economic opportunities for the women in Fuluma Parish, Butta Sub-county. This is through assessment of business and market opportunities for women. The need to identify new economic opportunities is informed by the fact that there is poor road infrastructure and access to markets which are a challenge, besides high poverty, marginalisation, and yet there is potential for economic and social empowerment. Most of the households in the selected communities are poor, marginalised and vulnerable. Among the most vulnerable are women, especially women heads of households whose husbands died, people with disabilities and both women and men from socially marginalised groups. In addition, the soils are infertile; there is low literacy, low access to capital, inputs, and markets, which limit productivity and incomes. Single women and marginalised groups have disproportionately poorer access and have more limited control over productive resources (land, credit, knowledge, and market connections). These force women to continue working in subsistence agriculture, that makes them more economically and socially vulnerable. Women also have barriers to their movement caused by household work burden, social norms and taboos, limiting their access to knowledge and information about new technologies, opportunities and business linkages limiting their ability to pursue alternative livelihood options.

  • Context and project background

Manafwa District is heavily reliant on small scale agriculture for food and income. Climate change has made the rains less predictable, making crops very uncertain. With many households having limited resources and capacities, local communities remain highly vulnerable to the effects of climate change. This is exacerbated by the fact that these communities rely strongly on livelihoods that are predicted to be negatively affected by projected changes in regional climatic conditions, such as increased intensity of rain and persistent drought affecting the food production systems in the District. The vulnerability of the communities in Manafwa District to climate change, will likely further increase, owing to maladaptive responses that could cause further environmental degradation.

Therefore, the project (Advancing gender equality for climate change resilience and adaptation in Manafwa District, Eastern Uganda funded by Hub Cymru Africa / Welsh Government) has been launched recently to increase gender participation in climate change and natural resource management in Manafwa District of Uganda. In this context, the project has planned to conduct an assessment of business and market opportunities for women in Fuluma parish in Butta sub county. The proposed study is to ensure the establishment of climate-resilient alternative livelihoods, particularly for women, including improving market access for local products; as well as identifying training needs on business skills for small home-based businesses in support of adaptation to climate change and resilience.

3. Purpose of the baseline

The main objective of the study is to conduct an assessment of business and market opportunities for women in Butta. The specific objectives are to:

  1. Assess the context and current status (current levels of production, calendars, pricing, pathways to the market, skills, potential markets available including local tourism enterprises etc.) of the products from Butta for climate resilience
  2. Pre-assess the context and current status of livelihood activities and or businesses not entirely dependent on natural resources being pursued by local communities (skills and knowledge requirements) that strengthen household resilience to impacts of climate change while reducing pressure on natural/ecosystem resources.
  3. Prepare a business plan for construction and installation of Lorene stoves as a business.
  4. Identify capacity building needs of the women for (a), (b) and (c) above for climate resilience
  • Scope of the Work

Phase 1: In line with the above objectives, the consultant will be required to carry out the following:

  1. Conduct mapping and analysis of products and businesses from Butta considering impact on poverty level, climate vulnerability and environmental risks.
  2. Design and develop a framework to prioritize the products from Butta. The criteria may include food security, livelihood benefits, job creation/income increase potential, climate vulnerability, environmental impact, market availability/potential, and others. This framework will be used to decide which products to focus on in Phase 2.

Phase 2: Phase two will require the consultant to meet with METGE to present work from Phase 1 and agree on the products and businesses for Phase 2 to carry out an in-depth analysis of the products and businesses for resilience in Butta, Manafwa District. Subsequently;

  1. Conduct a needs assessment for each selected product/business in line with objective (a) and (b) above. This should where applicable include specific emphasis on climate change and environmental constraints.
  2.  Following (a) above identify products and or businesses for resilience in Butta Manafwa
  3. Recommend climate resilient interventions including investment mechanisms, technical assistance, market systems development interventions.
  4. Assess identified products/business impact on incomes and general livelihood support for resilience in Butta
  5. Identify specific opportunities for women and youth to be involved in products and businesses for resilience selected
  6. Assess technical assistance that will be required for the support of the products and businesses from the central and local government as well as other stakeholders for climate resilience in Butta
  • Approach and Methodology

The business survey will take a Mixed-methods (qualitative and quantitative data collection and analysis) approach. The methods should be consistent with the purpose, objectives and principles and be the most appropriate to achieving the baseline objectives. This should be specific and as detailed as possible regarding existing information sources, data collection instruments, protocols and procedures. The consultant will be responsible for defining and carrying out the overall approach. This will include specification of the techniques for data collection and analysis, structured field visits and interactions with beneficiaries and the project team/stakeholders. The consultant must ensure the meaningful and safe participation of women and girls in the business survey data collection and analysis. Tools, methodology and findings should be reviewed and validated by METGE team.

  • Deliverables

The Consultant will be expected to deliver the following outputs:

  • Inception report

The Consultant shall submit, within 5 (five) days after award of contract, electronic copy of an Inception report to METGE for review and comments by the Project team. The report shall be comprehensive, clear and concise, demonstrating the understanding of the Terms of Reference (ToRs) and the subsequent assignment approach that sets out the methodology, strategy, proposed data collection instruments and timeline of activities. The Consultant shall incorporate comments into the inception report before the implementation of the assignment.

  • Assessment report 

After approval of the inception report and commencement of the consultancy, the consultant is expected within 25 (thirty) days of signing the contract, submit to METGE an electronic copy of a draft business survey report for review by the project team and other relevant parties.

  • Final business survey report 

Within 30 (thirty) days of signing the contract the consultant shall submit to METGE an electronic copy of the final business survey report. The final report shall take into account all the comments and feedback on the draft report. At a minimum, the report shall include; table of contents, list of acronyms, executive summary, introduction, business survey context and purpose, business survey framework and methodology, findings, case studies, conclusions and recommendations. Annexes should include the TORs, inception report, Project Results Framework with bassline values from the business survey, list of documents reviewed, list of persons interviewed or consulted, data collection instruments, and the Consulting team members.

               6.4 Collected data raw

Collected data (raw) after analysis submitted to METGE alongside the final report, as well as Workshop/meeting presentations, outlines, photos, videos, etc.

  • Roles and Responsibilities 

During data collection and analysis, the primary roles of METGE staff and any implementing partner with direct stake in the project, are as informants and reviewers. They may review and provide comments on data collection instruments, and all other deliverables before they are finalized. They must not collect primary data, or participate in translation, analysis, or interpretation of the data.

The following delineates the key roles and responsibilities of METGE Staff and the consultant during the process: METGE will be responsible for the following;

  1. Provide technical oversight to the execution of the assignment to ensure quality of products including approvals of the deliverables
  2. Share all necessary documents (including project document, log frame, MEAL plan) to the Consultant to finalize the methodology and data collection tools
  3. Provide input for study methodology, data collection instruments and report
  4. Provide technical oversight to the execution of the assignment to ensure quality of products including approvals of the deliverables
  5. Guidance and coordination throughout all the phases of business survey, keeping communication with Consultant throughout all phases
  6. Provide support to the technical lead Consultant for the business survey field visits processes such as orientation and training of enumerators, FGDs and KIIs
  7. Closely follow up the data collection process, ensuring quality control, daily debriefing, meeting the timelines set

The Consultant will be responsible for the following;

  1. Review all relevant documents for business survey 
  2. Develop business survey protocols which includes survey methodology and the data collection tools (questionnaires; focus group guides, interview protocol, data entry templates, etc.), as appropriate, including a field manual for training, and has to be approved by METGE MEAL team
  3. Designing the data collection forms, data entry template, procedures and systems, and training of data collector/enumerators in the use of the template
  4. Develop the field work schedule in consultation with MEAL team
  5. Supervise the data collection process, give advice and ensure the quality of the data
  6. Data analysis and report writing, draft the first report and include METGE’s feedback and finalize the report
  7. The consultant undertaking this business survey will recruit competent enumerators for the quantitative survey and field facilitators/note takers for the qualitative study (FGDs and KIIs). The consultant will hire a gender-balanced team of enumerators and field facilitators. All team members must be fluent in the local language of the above-mentioned operational areas.
  • Business survey duration

The overall process is expected to be executed within 30 days including preparation, data collection, analysis and reporting. The Consultant should be able to undertake some of the tasks concurrently to fit within the planned time-frame, without compromising the quality expected. The assignment is expected to commence on 28th June 2024 and concluded by 30th July 2024.  The consultant is required to propose a work schedule as part of the proposal.

  • Skills and competencies of the consultant

The consultant should have a combination of academic qualifications and technical expertise relevant to the role. We expect candidates to have:

  1. A minimum of a specialized postgraduate degree (master’s or higher) in relevant field such as Agriculture, Agribusiness, Environmental Studies, Business Administration, or a related discipline in Climate Resilience on Agribusiness Development.
  2. Minimum of 7 years of relevant professional expertise and experience in working with private sector specifically SMEs in agricultural value chains and climate resilience initiatives (including sustainable agricultural practices, development of carbon credit projects)
  3. Proven track record of successfully conducting value chain mapping, needs assessments, strategy development, stakeholder partnership development and must have a strong track record of significant networks within the specified fields.
  4. Industry experience in Uganda and strong network in agricultural value chains locally, regionally, and internationally.
  5. Strong analytical skills with the ability to assess and interpret agricultural data.
  6. Excellent knowledge of the political and socio-economic context of the people of greater Mbale District in Uganda and Eastern Region.
  7. Evidence of availability of appropriate qualifications, manpower and key staff that will constitute the team.
  8. Description of assignments of similar nature carried out. For each assignment previously executed, the consultant shall provide the name and addresses of the Client, date(s) of execution, names of lead and associate firms, a brief description and value of the services provided by the consultant and financing sources.
  9. The consultant or firm must explain in the methodology, how they intend to mobilise the professional skills for proper implementation of the assignment within the 30 working days earmarked for assignment as indicated in the timeframe below.
  1. The proposal should contain:
  2. Any feedback on these Terms of Reference
  3. Specific roles and responsibilities of the team leader, supervisory chain and other core members of the team including enumerators.
  4. Schedule of key activities preferably in a format such as a Gantt chart.
  5. Detailed budget with justification. The financial proposal should include a reasonable detailed budget to cover all costs associated with the baseline study. This includes a break-down of the cost to contract team members, travel, and lodging and per diem. Other related costs that might be in the budget include expenditures for hiring local personnel (drivers, translators, enumerators and other technical experts), translations, and renting meeting rooms for presentations/workshops.
  6. Updated CV of Team Leader and other core members of the Team
  7. A profile of the consulting firm/individual (including a sample report)
  8. Four relevant references from previous similar work completed
  1. Contract Supervision.

The consultant will be reporting to the Programme Manager.

  1. Method of application 

Interested applicants, firms or individuals, should submit technical and financial proposals including consultants’ CVs, work plan and timelines, and a copy of a report of similar consultancy previously conducted to the address in section 9.2 below.

  1. Application process

Interested candidates will be expected to provide the following documentation:

  1. Detailed Technical proposal in response to TOR, with specific focus on interpretation of TORs, technical approach, methodology, and work plan to be used and key selection criteria.
  2. Company name and TIN number is needed in your address
  3. A brief description of the Consultants’ organization and an outline, proof of recent experience of the Consultant on assignments of a similar nature is required.
  4. Financial proposal should indicate, detailed budget breakdown based on expected daily rate, reimbursable expenses, consumables, consultancy fee, all relevant costs, applicable taxes as well as withholding tax etc.
  5. Company profile or CV including a minimum of 3 references, Names and CVs of individuals or team members proposed, highlighting their experience, and their roles in the achievement of the assignment
  1. Payment

Terms of payment shall be 60% after approval of the inception report, 40% upon the submission and approval of the final report. All professional fees, administrative costs related to transport, accommodation and stationery as well as remunerating any assistants will be handled by the consultant. Costs will also be subject to taxes.

  1. Submission of applications

Submit online applications to info@metge.ug and copy joyce.kimono@metge.ug.

Sealed envelopes can be hand delivered to METGE offices and addressed to:

The Executive Director

Mount Elgon Tree Growing Enterprise

P.O Box, 1595, Mbale city.

Plot 29, Boma Avenue.

All applications should be submitted not later than 21th / June / 2024 by 17:00hrs.

Late applications will automatically be disqualified, and only shortlisted candidates will be contacted.

Job Category: Business Survey Terms of Reference
Job Type: Contract
Job Location: Butta Sub County Fuluma Parish Manafwa District

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