Technical Assistance for Civil Society Organisations Regional Office This project is funded by the European Union. Technical Assistance Service Contract for the implementation of the project “Capacity Building of Civil Society in the IPA countries and Territories (Albania, Bosnia and Herzegovina, Croatia, Former Yugoslav Republic of Macedonia, Kosovo under UNSCR 1244/99, Montenegro, Serbia and Turkey the former Yugoslav Republic of Macedonia) EuropeAid/127427/C/SER/Multi TERMS OF REFERENCE One Senior Short Term Expert (STE) for the assignment Road map for the development of TACSO’s exit strategy Background of the assignment The general objectives of the TACSO project is to strengthen the overall capacities and accountability of the Civil Society Organizations (CSOs) within the IPA beneficiaries and to guarantee the quality of services of CSOs and a sustainable role of the CSOs in the democratic process. The main purposes of the project are to: Increase and improve the capacity and actions of CSOs and to Improve the democratic role of CSOs. The TACSO project is implemented by a consortium of organizations during an agreement period of two plus two years. The project is implemented in collaboration with a range of organizations and institutions in the Western Balkans and Turkey region. Services are provided from a regional office in Sarajevo as well as from a national office in each country (two in Turkey). At national level, advice and support is provided by reference groups, so called Local Advisory Groups (LAGs). At the end of the contract period, TACSO outputs, functions and processes will be transferred to national and/or regional organizations. The main purpose of this assignment is to contribute to the process of formulating a TACSO exit strategy. The output of the assignment will serve as the starting point for a three-month process which will be completed through the finalization of a TACSO exit strategy document. The submission of this document to the financing institution, the European Commission, is expected to take place in mid November 2011. The work of the expert will be coordinated by the TACSO team leader supported by the administrative staff at the regional office. Specific objectives of the assignment are: To identify, in consultation with TACSO staff members and other stakeholders, the functions, outputs, processes and procedures developed and operated by TACSO that should be considered for transfer the end of the project implementation period. To describe the main alternative exit strategies available to TACSO, their pre-conditions and the assessed potential for sustainability. To produce a roadmap that describes; i) the steps necessary to identify organisations interested to assume responsibility for and absorb into their own programmes and services the functions and programmes provided by TACSO’s, as well as, ii) to propose procedures for the final selection of those that will become new hosts of TACSO activities and services. TACSO Macedonian Office • 11 Oktomvri 6/1-3 • 1000 Skopje • t: +389 2 3225 340 • f: +389 2 3290 684 • e-mail: info.mk@tacso.org SIPU International AB Sweden • Civil Society Promotion Centre Bosnia and Herzegovina • Human Resources Development Foundation Turkey Foundation in Support of Local Democracy Poland • Partners Foundation for Local Development Romania Scope of the assignment Under the overall guidance of the TACSO regional office, the duties and responsibilities of the Short Term Expert are as follows: Phase 1 Participate in a briefing session with the TACSO Team Leader and other staff members at the regional office in Sarajevo. Study background materials including project steering documents and reports, external monitoring and evaluation reports, and other similar documents. Produce an initial report describing the functions performed by TACSO at national and regional level that should be sustained. This report should also include an initial assessment of the exit or sustainability strategies available. The analysis should include but not necessarily be limited to the following exit strategy options; i) Continuation of TACSO as independent national projects with external funding. ii) Selected national institution(s) absorbing TACSO functions (entirely or selected parts). iii) TACSO continuing as fee-based, independent organizations under a governance structure consisting of civil society representatives and other stakeholders. iv) Continuation of TACSO regional functions through the transfer to a regional-level institution (to be identified). v) To the extent possible, make TACSO outputs, for example training programmes and materials, available to any organisation that would like to continue using them. Develop a plan for the implementation of the remaining assignment. Phase 2 Further gathering of information. This includes meetings with TACSO staff members and stakeholder representatives (including EU delegation officials) in Bosnia as well as in, at least, two other countries in Western Balkans and Turkey. The possibility of inviting stakeholder representatives from the remaining “TACSO countries” to attend meetings in the countries visited by the expert should be considered. Additional interviews with LAG members and other stakeholders from the remaining countries should be conducted through Skype. Simple questionnaires based on Easy Search or other similar tools could also be considered as a method for data collection. Describe, in detail, the phasing out alternatives available to TACSO and identify the strengths and weaknesses of each alternative (based on the five alternatives above and other options identified during the process). This task includes the elaboration and documentation of the institutional, technical and financial pre-conditions for sustainability of each alternative identified by the expert. Develop a road map for the continued elaboration of the phasing out strategy including specific actions to be taken by TACSO at regional and national level including methods and procedures for stakeholder consultations and the reconfirmation of the final solution chosen in each country. The activities incorporated into the road map will need to be implemented within a period of approximately eight-ten weeks. The possibility of initiating the transfer of responsibility for some of the TACSO developed training programmes through the establishment of partnerships with national training institutions already during late 2011 should be discussed. The pros and cons of publishing open calls in this respect should be assessed by the expert. TACSO Macedonian Office • 11 Oktomvri 6/1-3 • 1000 Skopje • t: +389 2 3225 340 • f: +389 2 3290 684 • e-mail: info.mk@tacso.org SIPU International AB Sweden • Civil Society Promotion Centre Bosnia and Herzegovina • Human Resources Development Foundation Turkey Foundation in Support of Local Democracy Poland • Partners Foundation for Local Development Romania The role of the LAGs in the phasing out process should be discussed in the expert’s report. Document all important observations and considerations as well as conclusions and recommendations in a report of maximum 30 pages excluding possible annexes. Brief and debrief with the TACSO regional office in Sarajevo. Activities to be carried out Study available reports and other documents of relevance. Meet with staff members at the TACSO regional office. Produce an initial report covering the tasks listed above under Scope of the assignment – phase 1. Phase 2: meet with TACSO staff members and stakeholder representatives (including EU delegation officials) in Bosnia as well as in, at least, two other countries in Western Balkans and Turkey. Additional interviews with LAG members and other stakeholders from the remaining countries should be conducted through Skype. The possibility of inviting such representatives from the remaining TACSO countries to attend meetings in the countries visited by the expert should be considered. Prepare and submit a draft report addressing the above listed questions and requirements as well as a detailed proposal regarding the steps necessary in order to finalise the exit strategy (the roadmap). The report should be available within approx. seven weeks of the commencement of the assignment. Incorporate comments into the draft report and submit a final report within two weeks of receiving consolidated comments from the regional office. Debrief with the regional office in Sarajevo. Deliverables/results as well as location of the assignment. By the end of the assignment, the STE should have finalized or delivered a draft report and a final report. The report should include observations and recommendations as well as a roadmap (further steps required and timing of those) in order to complete the TACSO exit strategy. The expert’s base of operation will be Sarajevo. The expert will be requested to undertake missions to at least two other TACSO beneficiary countries. Duration and timing of the assignment The assignment is planned to take place from 27 June and to be completed by 15 August 2011. The phase 1 report should be submitted no later than 11 July. TACSO Macedonian Office • 11 Oktomvri 6/1-3 • 1000 Skopje • t: +389 2 3225 340 • f: +389 2 3290 684 • e-mail: info.mk@tacso.org SIPU International AB Sweden • Civil Society Promotion Centre Bosnia and Herzegovina • Human Resources Development Foundation Turkey Foundation in Support of Local Democracy Poland • Partners Foundation for Local Development Romania Activity Phase 1. Briefing, study background materials. Initial report incl. plan for the remaining assignment. Phase 2. Additional data collection including visits to Bosnia and two other TACSO countries, Skype interviews, etc. Detailed report on the alternative strategies available. Development of the roadmap. Debriefing with TACSO regional office. Total STE days 3 3 12 6 1 25 Profile of the STEs: University degree in a field relevant to the assignment. At least ten years working experience in the field of the assignment including examples of assignments undertaken with the same or similar purposes. Experience of undertaking assignments and drafting reports commissioned by international organisations. Good understanding of the context in which CSOs in the region operate. Excellent English drafting skills. Computer literacy. Applicants must be independent and free from any conflict of interest. Note that civil servants and other staff of a beneficiary public administration may not be recruited as STE unless prior written approval has been obtained from the Contracting Authority. Monitoring and evaluation of the STE The activity will be monitored by the TACSO team leader. The TACSO capacity building advisor or other staff members might participate in some of the meetings and other activities conducted by the expert. Application Applications must be in English and entail the following: Letter of intent and availability. Financial offer (enclosed as separate document) specifying the daily fee as well as reimbursable costs. CV in EU format 3 references from similar assignments The application should be sent not later than 20 June 2011 at 08:00 by email to palle.westergaard@tacso.org. TACSO Macedonian Office • 11 Oktomvri 6/1-3 • 1000 Skopje • t: +389 2 3225 340 • f: +389 2 3290 684 • e-mail: info.mk@tacso.org SIPU International AB Sweden • Civil Society Promotion Centre Bosnia and Herzegovina • Human Resources Development Foundation Turkey Foundation in Support of Local Democracy Poland • Partners Foundation for Local Development Romania