Terms of Reference – End Line Evaluation

TERMS OF REFERENCE

END-LINE EVALUATION : BEYOND THE NUMBERS : MAKING THE BUDGET WORK FOR THE PEOPLE(Ref : EuropeAid / / DD / ACT / ZM)

1.0 BACKGROUND

Oxfam is a global movement of people who are fighting inequality to end poverty and injustice. Across regions, from the local to the global, we work with people to bring change that lasts. Our work is grounded in the commitment to the universality of human rights. Driven by diversity and founding our asks in evidence and experience, we take sides against poverty and injustice everywhere. Feminist approaches guide all.

With financial support from the European Union under the Support to Effectiveness and Transparency in the Management of Public Resources (EFFECT) Programme, Oxfam in partnership with the Zambia Council for Social Development (ZCSD) and the Non-Governmental Gender Organisations’ Coordinating Council (NGOCC) has been implementing the project : “ Beyond the Numbers : Making the Budget Work for the People “.

The project seeks to enhance the accountability and effectiveness of public resource management in Zambia by increasing the participation of citizens and civil society in national and sub-national planning, budgeting, and oversight processes. The project contributes to the broader EU EFFECT Programme objective of fostering sustainable and inclusive economic growth through increased domestic revenue mobilization and effective use of public resources.

Overall Objective of the Project : The Overall Objective of the action is to promote greater accountability and better public service delivery through increased capacity and engagement of citizens and civil society in the formulation, enactment, implementation, and oversight of Zambia’s national budget.

The Specific Objectives of the action :

Specific objective 1 : Generate interest and increased access and understanding of citizens and citizen groups on the significance of budget formulation and implementation for local development.

Specific objective 2 : Increased influence of CSOs in budget analysis, tracking and oversight.

Specific objective 3 : The needs and feedback of Civil Society Actors (including citizen groups and CSOs) is accepted by duty bearers.

Oxfam, therefore, calls for applications from experienced and qualified individuals or consulting firms to conduct a Mid-term evaluation of the project.

2.0 OBJECTIVE OF THE ENDLINE EVALUATION

The evaluation aims to assess the relevance, effectiveness, efficiency, sustainability, and impact of the project, and to generate insights that will inform future programming and ensure accountability to stakeholders.

Specific Objectives

• Assess the achievement of project milestones, targets, and deliverables.
• Evaluate the contribution of activities and outputs to project outcomes and objectives.
• Examine the quality, relevance, and effectiveness of project interventions.
• Identify risks, challenges, and lessons learned during implementation.
• Propose practical recommendations for future related governance and social accountability programming.

3.0. METHODOLOGY

The evaluation will adopt a mixed-methods, gender-sensitive, and participatory approach, including both qualitative and quantitative tools. The consultant(s) will :

4.0. SCOPE AND SAMPLING

The evaluation will cover the full implementation period (–) and focus on all target locations and actors involved. A cross-sectional sampling approach, covering both macro (national) and meso (district / community) levels, will be applied. The consultant will work with Oxfam to define a sampling frame that ensures inclusivity, gender balance, and geographic representation.

5.0 RESPONSIBILITIES OF CONSULTANTS

The consultant(s) will :

6.0 RESPONSIBILITIES OF OXFAM

Within its policies and practices, Oxfam’s primary responsibility is to help the consultants achieve the objective of the TOR. Specifically, Oxfam, will be responsible for : -

7.0 DELIVERABLES

The following deliverables are expected under this TOR :

8.0 SELECTION CRITERIA

S / N Criteria Details Requirement 1 Technical Proposal A comprehensive technical proposal detailing the consultant’s understanding of the assignment, proposed methodology, work plan, and timelines for delivery. Mandatory 2 Financial Proposal A clearly itemized financial offer in EUR, showing :

Mandatory 3 Curriculum Vitae(s) CV(s) of proposed consultant(s) with relevant academic qualifications and proven experience in Economics, Public Finance Management, Governance, social accountability or related fields. If a team is proposed, roles and responsibilities must be clearly outlined. Mandatory 4 References At least two professional references from previous clients for similar assignments, preferably within the past five years. Mandatory 5 Proof of Registration For Consultancy Firms : Submit a copy of the organization’s Certificate of Registration, TPIN, and Valid Tax Clearance Certificate.

For Individual Consultants : Submit the TPIN and Valid Tax Clearance Certificate of the lead consultant.

Mandatory 6 Evidence of Previous Work At least two samples of previous assignments related to governance, public finance, social accountability or evaluation conducted in the last five years. Mandatory

9.0 WORK SCHEDULE

Oxfam expects the consultant to finish within 30 working days from the day of signing the contract (Specific dates to be agreed with the successful consultant). Failure to adhere to timelines is a violation of a contract and it may lead to termination of contract.

10.0 BUDGET

The total budget allocated for this consultancy is Eur 20,.00. The consultant should provide a detailed budget proposal, outlining all costs related to the survey, data collection, analysis, and reporting. The budget should also consider any necessary travel expenses for field visits.

11.0 SUPERVISION AND MANAGEMENT

Oxfam will supervise the process, specifically the Monitoring, Evaluation and Accountability and Learning (MEAL) / Program Quality team. The consultant is expected to work and interact with PQ / MEAL on a continuous basis.

12.0 ETHICS AND SAFEGUARDING

Oxfam has a zero-tolerance policy towards inaction against sexual harassment, exploitation, and abuse. Oxfam’s ethics for safeguarding will be emphasized and remain mandatory throughout the process of the undertaking of the mapping study. Engagements and support will aim to create and maintain safe, equitable, and inclusive culture where all those who work for and with Oxfam as well as those in the communities where Oxfam operates are treated with dignity and their rights and voices are heard and respected.

Selected consultants will be expected to read, sign, and adhere to the Oxfam Code of Conduct for no Oxfam staff and follow Oxfam’s Ethical Content Guidelines.

13.0 SUBMISSION OF PROPOSALS