Terms of Reference
NATIONAL CONSULTANT – SUPPORT TO GENDER RESPONSIVE BUDGETING
AND PLANNING IN TIMOR-LESTE
|Application Deadline:||11 August 2016|
|Primary Category:||Gender Equality|
|Type of Contract:||Contract for Consultant (CFC)|
|Starting Date :
(date when the selected candidate is expected to start)
|1st of September 2016|
|Expected Duration of Assignment:||Between 1st of September 2016 to 31st of August 2017|
- Background and Context
The UN Women, grounded in the vision of equality enshrined in the Charter of the United Nations, works for the elimination of discrimination against women and girls, the empowerment of women, and the achievement of equality between women and men as partners and beneficiaries of development, human rights, humanitarian action, peace and security.
Gender mainstreaming is one of UN Women’s primary areas of work in Timor-Leste as mandated in its inception, recognizing gender-responsive planning and budgeting as integral to good governance. To promote gender-responsive planning and budgeting, UN Women works throughout the annual planning cycle at national and decentralized levels with the women’s machinery as well as key line ministries, parliamentarians, civil society organizations, academia and other institutions.
To achieve its objectives, and ensure a high quality response capacity on gender mainstreaming, the Project on Institutional Strengthening for Gender Equality and Women’s Empowerment in Timor-Leste supports the implementation and tracking of gender commitments made by the Government of Timor-Leste. These are outlined in the Strategic Development Plan 2011-2030 and the Programme of the Fifth Constitutional Government 2012-2017, informed by the Millennium Development Goals (MDG) and the New Deal for Engagement in Fragile States.
Upon request of the Ministry of Finance, UN Women is seeking a national consultant to provide technical support to the Ministry of Finance and the Government of Timor-Leste on gender-responsive policy development, especially in the areas of planning, budgeting, finance and civil service reform.
- Overall objective of the assignment
The overall objective of the proposed consultancy is to provide technical support to the Ministry of Finance, Prime Minister’s Office, and Civil Service Commission on Gender Responsive Budgeting and Planning, and develop practical tools for the strengthening of gender mainstreaming in the Government systems.
- Scope of work/Duties and Responsibilities
Under an overall guidance of the UN Women Country Representative in Timor-Leste, under the supervision of Programme Specialist on Gender Mainstreaming as well as in close cooperation with the Ministry of Finance, the national consultant will perform but will not necessarily be limited to the following tasks:
- Component I: Supporting the Administrative Reform of the Government in developing an institutional environment for all civil servants which is supportive of promoting gender equality throughout professional development, including through measures to uphold zero tolerance to violence and harassment. This component will feed into UN Women’s overall work to strengthen leadership of female civil servants in key institutions (MoF, PNTL, MoA), through the development of a transformative leadership training. The national consultant is expected to support UN Women’s work in this area, including through piloting the training with the Ministry of Finance.
The consultant will be working closely with the Civil Service Commission (CSC), the Prime Minister Office’s advisor on Administrative Reform as well as the Ministry of Finance to:
- Develop and pilot in the Ministry of Finance, tools for conducting a gender assessment of Human Resource policy, including developing and implementing a survey on men and women’s access to leadership positions, analysing and developing a presentation of survey results for dissemination, and generating a policy note, as well as follow up with MoF to include recommendations in Annual Action Plan.
- Provide inputs and feedback to the leadership training developed by the UN Women international consultant, participate in the Training of Trainers on transformative leadership and support the Ministry of Finance to adapt UN Women’s tools into their training materials for civil servants. This work will be done in close collaboration of the Public Finance Management (PFM) Training Centre and the Human Resource Training Centre.
- Develop in collaboration with MoF HR unit and CSC, a plan to roll out and pilot the implementation of the zero tolerance to violence strategy and support the implementation. This includes support to develop communication material around the strategy.
- Support The Secretary of State for the Support and Socio-Economical Promotion of Women (SEM), Civil Service Commission (CSC), National Institute of Public Administration (INAP) and UN Women in developing induction material for orienting civil servants on gender equality; develop and implement a training for trainers, including through support to development of a training manual. Support MoF in piloting the induction training to Ministry staff.
- Component II: Support Government to integrate gender equality in the programme budgeting and fiscal reform through technical support, capacity development and developing/adapting tools. This component feeds into the overall work of UN Women to support institutionalization of gender equality in the Government. The consultant will work closely with SEM, Ministry of Finance (MoF) and Prime Minister Office (PMOo ensure that they have the needed capacity and tools to support mainstreaming of gender into the budget and planning process:
- Support MoF, PMO and SEM in drafting and adapting tools to integrate gender requirements in the 2018 budget documents: including the budget journey workshop, development of the Budget Circular and Planning Guidelines.
- Revise Planning and Monitoring Evaluation Unit (UPMA) Programme Budgeting Guidelines to include gender equality and gender mainstreaming, and support SEM to add a chapter on gender mainstreaming. Based on the guidelines, support PMO, MoF and SEM in developing training material on Gender Responsive Budgeting (GRB) and Gender Mainstreaming (GM) for the line ministries for SB 2018 preparations.
- Based on the guidelines on gender mainstreaming support PFM Training Centre with the development of training material on GM/GRB, implement a TOT for the training component and support training to the Ministry of Finance staff on GRB/GM.
- Support implementation of Gender Marker and Gender Budget Statement into the State Budget 2018. Assess viability of the gender marker and identify a strategy to implement the Gender Marker. Develop simple information material that will explain the Marker and help line ministries to implement it, and support SEM in understanding the tool and rolling it out. Support testing of the Marker in the Ministry of Finance.
- Finalize Standard Operating Procedures for MoF, SEM and UPMA on their responsibilities to ensure gender mainstreaming during the State Budget Process. The handbook will outline current gender mainstreaming processes, institutional responsibilities, and recommendations for further improvements. Assess the feasibility of coordination meetings between MoF, SEM and UPMA focal points and appointment of Focal Points for GRB and GM.
- Support the Prime Minister’s Office and the General Directorate of Statistics in developing a strategy to implement the Strategic Development Goals and adapt it to the national priorities. Specifically to work on integration of CEDAW into the SDG indicators and develop tool on gender equality in SDG for easy reference.
- Support Fiscal Reform Committee in understanding gender impact of fiscal reforms and taxation policies, by providing regular briefings to the team, drafting simplified information material, in collaboration with the international expert on gender and taxation. Provide briefings to other key stakeholders (including Parliament, CSOs)
- Component III: Facilitate discussion between Government, Parliament and civil society organizations (CSOs) on State Budget development and implementation. This component is part of UN Women’s work on strengthening the capacity of CSOs and Parliament in understanding the budget process from a gender perspective. The consultant is expected to work closely with Rede Feto and other gender advocates, as well as Parliament to:
- Facilitate training for CSOs on analysis of the State Budget 2017.
- Develop training material and implement training for Member of Parliament on monitoring of the Government’s CEDAW commitments.
- Review monitoring tools for civil society organizations and Parliament on gender equality using CEDAW Concluding Observations.
Duration of the assignment
The duration of the contract will be between 1st of September 2016 and 31st of August 2017.
- Key Deliverables and timeline
The assignment deliverables shall be:
|1||Report on the technical support provided for component I, II and III as described in the TOR and any other tasks (if applicable), including: Workplan for the first three months, outline of key discussions and briefings with key stakeholders to discuss way forward. The report should include in annex (from component I) 1) the tools for assessing recruitment policies at MoF, 2) inputs to the leadership training material and training itself, (from component II) 3) Revised UPMA programme Budgeting Guidelines, 4) assessment and strategy of Gender Marker in SB 2018, 5) Standard Operating Procedures for Gender Mainstreaming for MoF, PMO and SEM; and (from component III) 6) training tools for CSOs and Parliament submitted.||By 30 of November 2016|
|2||Report on the technical support provided for component I, II and III as described in the TOR and any other tasks (if applicable), including: including (from component I) 1) analysis of the gender assessment, presentation and policy note, 2) report of activities to support implementation of zero tolerance strategy, (from component II) 3) chapter on gender mainstreaming for line ministries, 4) briefing notes and information material on Gender Marker, 5) simplified information material on the fiscal reform, submitted.||By 30 of February 2017
|3||Report on the technical support provided for component I, II and III as described in the TOR and any other tasks (if applicable), including (from component I) 1) Adapted training material on transformative leadership for MoF; 2) Induction training on GE and training report from MoF; (from component II) 3) draft gender responsive budgeting documents, 4) training report on Gender Mainstreaming TOT and training material for MoF, 5) report on piloting of Gender Marker, 6) report on technical advice provided to SDG Working Group, (from component III) 7) revised tools for CSO on CEDAW monitoring, submitted.||By 30 of May 2017|
|4||Final report on the technical support provided for component I, II and III as described in the TOR and any other tasks (if applicable), including: 1) key results achieved and 2) next steps submitted. The annex should include all final deliverables produced during the assignment period.||By 30 of August 2017|
All the documents, including reports, questionnaires, presentations and reports should be submitted in English language, or if in Tetum, include an English summary.
Upon receipt of the deliverables and prior to the payment of the instalments the deliverables related reports and documents will be reviewed and approved by UN Women. The period of the review is one week after receipt.
- UN Women will provide the background materials relevant to the assignment.
- The consultant will work with the Ministry of Finance and MoF will provide office space and other facilities as required.
- UN Women will cover the costs of translation of materials and interpretation as required throughout the consultancy.
- Performance evaluation:
Contractor’s performance will be evaluated against such criteria as: timeliness, responsibility, initiative, communication, accuracy, and quality of the products delivered.
- Required skills and experience
Master/Bachelor Degree in Economics, Political Science, Gender and Development or other relevant field.
- At least Master with 7 years or Bachelor with 9 years of experience of work on gender equality, women’s rights and economic development.
- Proven experience in producing gender analysis of the Government’s Plans and Budgets.
- Proven experience in capacity development of government organizations and civil society. Organizations, preferable on gender equality, gender mainstreaming and gender responsive budgeting.
- Experience with facilitation of high-level dialogues, trainings, consultations, including with Government counterparts.
Language and other skills:
- Proficiency in oral and written English and Tetum languages, knowledge of Portuguese is an advantage.
- Computer literacy and ability to effectively use office technology equipment, IT tools, ability to use Internet and email.
- Submission of application
Interested candidates are requested to submit electronic application to firstname.lastname@example.org and
email@example.com not later than 11 August 2016 COB.
- Letter of Interest containing the statement on candidate’s experience in the field of recruitment;
- Sample of writing relevant to the assignment.
- Financial proposal. The financial proposal shall specify a total lump sum amount per each deliverable, including any travel related cost to the district, per diem and administrative fees, based on the template in Annex 1. The actual payment will be payable based on the stated lump sum for each satisfactorily achieved deliverable.
All applications must include (as an attachment) the CV and the financial proposal. Applications without financial proposal will be treated as incomplete and will not be considered for further assessment.
Selected candidates will need to submit prior to commencement of work:
- Copy of the latest academic certificate
- UN Women P-11 form, available from http://www.unwomen.org/en/about-us/employment
- A statement from a medical doctor of ‘good health and fit for travel
Applications will be evaluated based on the Cumulative analysis.
- Technical Qualification (100 points) weight; [70%]
- Financial Proposal (100 points) weight; [30%]
A two-stage procedure is utilised in evaluating the proposals, with evaluation of the technical proposal being completed prior to any price proposal being compared. Only the price proposal of the candidates who passed the minimum technical score of 70% of the obtainable score of 100 points in the technical qualification evaluation will be evaluated.
Technical qualification evaluation criteria:
The total number of points allocated for the technical qualification component is 100. The technical qualification of the individual is evaluated based on following technical qualification evaluation criteria:
|Technical Evaluation Criteria||Obtainable Score|
|Experience and skills||70 %|
|Language and other skills||10 %|
|Total Obtainable Score||100 %|
Only the candidates who have attained a minimum of 70% of total points will be considered as technically-qualified candidate.
Financial/Price Proposal evaluation:
- Only the financial proposal of candidates who have attained a minimum of 70% score in the technical evaluation will be considered and evaluated.
- The total number of points allocated for the price component is 100.
- The maximum number of points will be allotted to the lowest price proposal that is opened/ evaluated and compared among those technical qualified candidates who have attained a minimum of 70% score in the technical evaluation. All other price proposals will receive points in inverse proportion to the lowest price.
Annex I: Financial Proposal
BREAKDOWN OF COSTS SUPPORTING THE ALL-INCLUSIVE FINANCIAL PROPOSAL
Breakdown of Cost by Components:
|Deliverables||Percentage of Total Price (Weight for payment)||
|1||Report on the technical support provided for component I, II and III as described in the TOR, including: Workplan for the first three months, outline of key discussions and briefings with key stakeholders to discuss way forward. The report should include in annex (from component I) 1) the tools for assessing recruitment policies at MoF, 2) inputs to the leadership training material and training itself, (from component II) 3) Revised UPMA programme Budgeting guidelines, 4) assessment and strategy of gender marker in SB 2018, 5) Standard operating procedures for Gender Mainstreaming for MoF, PMO and SEM. (from component III) 6) training tools for CSO and Parliament. 7) Any other tasks (if applicable)||By 30 of November 2016|
|2||Report on the technical support provided for component I, II and III as described in the TOR, including: including (from component I) 1) analysis of the gender assessment, presentation and policy note, 2) report of activities to support implementation of zero tolerance strategy, (from component II) 3) chapter on gender mainstreaming for line ministries, 4) briefing notes and information material on gender marker, 5) simplified information material on the fiscal reform, 6) Any other tasks (if applicable)||By 30 of February 2017|
|3||Report on the technical support provided for component I, II and III as described in the TOR, including (from component I) 1) Adapted training material on transformative leadership for MoF; 2) Induction training on GE and training report from MoF; (from component II) 3) draft gender responsive budgeting documents, 4) training report on TOT on Gender Mainstreaming and training material for MoF, 5) report on piloting of gender marker, 6) report on technical advise provided to SDG working group, (from component III) 7) revised tools for CSO on CEDAW monitoring, 8) Any other tasks (if applicable)||By 30 of May 2017|
|4||Final report on the technical support provided for component I, II and III as described in the TOR, including: 1) key results achieved, 2) next steps. Including in annex, all final deliverables produced during the assignment period.||By 30 of August 2017|
- The lump sum costs should include all travel related cost to the district and other expenses related to the consultancy. All prices/rates quoted must be exclusive of all taxes