TERMS OF REFERENCE Title: CONSULTANCY TO DELIVER WORK PLAN FOR IMPROVING INFORMATION FLOWS WITHIN THE CARICOM SINGLE MARKET FOR BELIZE, DOMINICA, GRENADA, GUYANA, JAMAICA, ST. VINCENT AND THE GRENADINES, TRINIDAD AND TOBAGO Reference Number: CTCP/6.1/C300/2013/CONS2 BENEFICIARY MEMBER STATES Belize, Dominica, Grenada, Guyana, Jamaica, St. Vincent and the Grenadines, Trinidad and Tobago 1. BACKGROUND The Member States of the Caribbean Community (CARICOM) have responded to the economic challenges of globalisation and trade liberalisation by deepening the integration process through the creation of the CARICOM Single Market and Economy (CSME). In January and June of 2006, twelve Member States of the Caribbean Community declared that they had completed the required steps to comply with the requirement of the Revised Treaty of Chaguaramas, establishing the Caribbean Community including the CSME (Revised Treaty), which was signed in 2001 The Revised Treaty establishes the legal basis for the CSME as defined in Article 1 of the Treaty. The article provide that the CSME means, “the regimes established by the provision of this Revised Treaty, replacing Chapters Three through Seven of the Annex to the Revised Treaty establishing the Caribbean Community and Common Market, signed at Chaguaramas on 4th July 1973.” One objective, in accordance with Paragraph 2(a) of Article 78 is the “full integration of the national markets of Member States of the Community into a single, unified and open market area”. Other provisions related to the regulatory/administrative practices, procedures 1 and processes that have a direct bearing on the effectiveness of operation of the five core regimes are included in Articles 34 (b), 35, 37 (3)(b), 44 (1)(b), 78 (2), 133 (5), 116 (8), 170 and Article 76 Role of Public Authorities. The CARICOM Single Market and Economy (CSME) continues to be a work in progress. Extensive actions have been taken by participating Member States to establish the legal and institutional arrangements for a functioning Single Market. It is also envisaged that the market arrangements would be supported with some degree of harmonisation of economic and social policies agreed by Member States. The benefits from the establishment and operation of the CSM would not materialize in the interest of the stakeholders unless action is taken to secure these benefits. According to the Revised Treaty, CARICOM nationals are entitled to establish businesses; provide services; move capital in accordance with the specific provisions applying to those areas and related areas under the Revised Treaty. Additionally, “CARICOM skilled nationals” have the right to travel, live and work in a CSME Member State of their choice. Integration of this nature requires the implementation and/or extensive reform of legislation and the regulatory, procedural and administrative arrangements to operate the CSM by the various institutional and public sector entities. In addition, appropriate systems need to be established, and education and advocacy need to be undertaken, to ensure that stakeholders and beneficiaries have access to and participate in the various markets. The reforms are intended to achieve this improved access. Under the provisions of Article 23 and 24 of the Revised Treaty, the CARICOM Secretariat, as part of its mandate from the Community undertook a number of interventions in Member States to further the implementation of the CSME. One of its interventions is the CARICOM Trade and Competitiveness Project (CTCP) funded by the Canadian International Development Agency (CIDA) under a Contribution Arrangement in 2008 between the CARICOM Secretariat and the Government of Canada. 2 One component of the CTCP calls for widening the scope of participation by stakeholders and beneficiaries in the process of decision-making, implementation and operation of the CARICOM Single Market. This component assists in giving expression to Article 26 of the Revised Treaty which calls for a consultative process which is necessary to enhance the decision making process in the Community. Without the necessary infrastructure and stakeholder buy-in of the Single Market processes and operations, there would be no benefits to be derived. Caribbean Community (CARICOM) Heads of Government have also called for increased awareness activities for the CSME and research efforts within the Community revealed the need for public education to be more enhanced, focused and specific to targeted audiences. Current State of Affairs and Interventions Done in Awareness Building and Public Education Member States have given effect to the CSME by incorporating the Revised Treaty into their domestic law by virtue of the Caribbean Community Act. Alongside the creation of law there is the need for a robust set of communications and information processes which are critical to creating the awareness of the laws. Member States for the most part are responsible for educating their citizens on national policy and law which especially create a new dispensation in terms of living and accessing a Caribbean reality. However the most recent impact assessment of CSME public education was presented in late 2010 and revealed that approximately 60% of almost 4500 respondents had knowledge of the CARICOM Single Market and Economy (CSME). The study revealed that “…official sources about the CSME were often inadequately supplied with material that can be shared with the public…” The following regional initiatives have been done: (i) The development of research and diagnosis in defining the market and messages for rural communities and labour stakeholders; 3 (ii) Training for media and youth stakeholders; (iii) Development of a website with social media tools and capacity for content areas for Member States; (iv) Research with recommendations on improving monitoring and reporting on CSME implementation; (v) A practical diagnosis from exposure to the Single Market in operation by tertiary students from 12 Member States; (vi) Publication of booklets on: the Right of Establishment; Social Security within CARICOM; Movement of Capital; Consumer in CARICOM; Free Movement: Travel and Work; a CARICOM Handbook for Schools; Competition Commission; Competition Policy and Law in CARICOM; (vii) Advertising campaigns; (viii) Country outreach programmes What remains to be done? The full and efficient functioning of the CSME requires Consolidation of the implementation and operation of the CARICOM Single Market This involves elements of the Built-in agenda such as government procurement, contingent rights and electronic commerce; strengthening the regional labour market through the establishment of a CSME labour market information system, improving the framework for immigration entry and stay throughout the Community; developing the regime for the rights of establishment through the creation of a Single Jurisdiction for the establishment of companies; developing the framework for regulating competition and protecting consumers. All of these areas involve development of the institutional environments and the creation of systems and procedures to facilitate management and administration at the national level. Each State needs to introduce regulatory and administrative reforms - consistent with changes in the legislation that permits access and market entry. These reforms must be developed within a harmonized framework across all Member States. To do this, the intervention must enable introduction of new and reform/modification of existing processes, practices and procedures, which have an impact on the administration of the CSME. Ultimately the changes/reforms must result in effective services to the Public. The creation of 4 these reforms and the continued access to operations within the Single Market must be connected to awareness and information flows thereby ensuring the participation by stakeholders and beneficiaries. While there is an overall CSME public education programme which involves continued targeted interventions on the operations of the Single Market, there is now need for the following: 1. The development or enhancement of information flows and channels to express the Single Market operations, regulatory systems and arrangements; 2. The building of capacity at the national level to sustain information flows and channels; 3. The development of communication products to gain stakeholder buy in is now critical. As the messages of the Single Market focus on how to operate within a given structure, stakeholders and beneficiaries are required to understand and participate in the decision making process. This can only be done through education and awareness to stakeholders such as the non-state actors; 4. Continued monitoring and evaluation of awareness processes. 2. OVERALL OBJECTIVE, PURPOSE AND EXPECTED RESULTS 2.1 Overall Objective The overall objective of the Project is to contribute to the deepening of Regional Integration and in particular to achieve consolidation of the CSME. The aim of the CTCP is to create more and better opportunities for the people of the CARICOM region to participate in and benefit from the introduction of the CARICOM Single Market and Economy (CSME). 5 The overall objective of this Consultancy is to provide for a greater flow of information, including through sustainable channels for distribution of information on regional integration that facilitates increased participation by stakeholders and beneficiaries. 2.2 Purpose Component 300 seeks to strengthen the capacity of Member States so that citizens can better understand the CSME processes including improved harmonized, regulatory and administrative systems that would enable beneficiaries of the CSME to access their rights and thus the use of the various CSME arrangements that have been established for the free movement of Goods, Services, Capital, Skills and the right of Establishment. This consultancy will facilitate implementation of the recommendations outlined in the country reports and work plans developed under WBS 311.1 and 311.2 which identified communications structures and products for improving information channels and flows. 2.3 Expected Overall Impact/Results of Component 300 Increased understanding and greater participation in implementation of the CSME by nonstate actors in the Region 3. ASSUMPTIONS AND RISKS 3.1 Assumptions underlying the implementation of Phase II activities - Members States support the information channels developed to ensure sustainability; - Prompt approval by relevant decision-making authorities at the national levels for execution of training; - Member States provide necessary resources to support Implementation; 6 - Action taken by stakeholders at the national level is timely 3.2 Risks Full completion of stated outcomes relies on factors outside this project: (i) Political conditions and Economic Climate in the CSME; (ii) Difficulties with Member States capacity to implement. 4. Scope of Work 4.1.1 General Description of Assignment This project involves the contracting of a firm or consortium to assist the CARICOM Secretariat to implement activities set out in National Work Plans/Technical Action Plans for each CARICOM Member State in accordance with these terms of reference. The consultant will in particular be required to identify and recruit a set of experts who will prepare required documentation, visit the Member States, meet with government and non-government stakeholders, and in consultation with them plan and organize delivery of technical assistance , training and other services .The activities to be performed by the consultant must achieve the following ; Result 1: Short Term Technical Assistance Delivery of short term technical assistance to bolster the capacity within the CSME focal point Ministry and involves coordination of result areas and the delivery of some activities. This assistance will also be specifically responsible for producing some of the channels which will be sustained at the national level. These are at least ten Work Site Meetings per Member State; regular press releases; creation of content for csmeonline.org. The worksite meetings should focus on the following CSME regimes and areas among others: a) Free movement of skills/persons; 7 b) The Right of establishment; c) Free Movement of services; d) The movement of capital; e) The free movement of Goods f) The regional Government procurement framework; g) The CARICOM Complaints Procedure; h) Recommendations for harmonized standards, practices and procedures for access to the CSME Result 2: Spokespersons Training Delivery of a training module and training to build capacity for stakeholders and beneficiaries. This session will see at least thirty persons including the CSME Focal Point and persons from CSME Line Ministries being exposed to training for creating and enhancing the flow of information via presentations to stakeholders. Result 3: Media Training Delivery of a module and training to at least twenty media workers in each Member State on the operations of the CSME and professional training specific to the craft. The sessions are recorded for future editing. Result 4: Schools CSME Education Programme The review and delivery of a training module and national training seminars on the CSME and influencing curricula. These seminars will expose at least 30 educators in each Member State to the CSME and tools for teaching the operations of the CSME in classes. There should be further development of activities and material linked to the curricula and syllabi for CXC and CCLC, Social Studies, Cape Caribbean Studies. The training should provide information and approaches to developing more open attitudes to regional integration and the CSME aimed at building awareness of and accessing opportunities for young people. 8 4.1.2 Geographical area to be covered Belize, Dominica, Grenada, Guyana, Jamaica, St. Vincent and the Grenadines, Trinidad and Tobago 4.1.3 Target Groups (i) Ministries such as: Finance, Trade, Education, labour, Immigration, Customs, Investment, Tourism; (ii) Statutory Bodies such as Bureau of Standards, Accreditation Bodies, Social Security Bodies, Coalition of Services Industries; (iii) Other Government Institutions performing CSME functions; (iv) Media workers, private enterprise, labour, youth, Non Governmental Organsations Administrative departments and units within Government Ministries, statutory bodies and non-state institutions involved in the administrative process relating to the specific regime will be targeted: 5. I. METHODOLOGY FOR DELIVERY OF ACTIVITIES Inception Phase The Consulting Team would be required to meet with the CSME Unit of the CARICOM Secretariat in order to clarify issues regarding project implementation. The Consultant would be required to submit an Inception Report to the CSME Unit that speaks in detail about the proposed schedule and methodological work plan to execute and complete consultancy. The Consultant will be required to review a number of relevant documents to inform the inception report, which include, but are not limited to the following: 9 Core Documents -CTCP Component 300 Country Studies (2009-2011) for Belize, Grenada, Guyana, St. Vincent and the Grenadines; -Work Plans for Belize, Dominica, Grenada, Guyana, Jamaica, St. Vincent and the Grenadines, Trinidad and Tobago - Impact Assessment Report on CSME Public Education (2010); - CSME Schools Resource Kit; Additional Documents - Report on The Appraisal Of The State of Implementation of The CARICOM Single Market Arrangements mandated by: The Conference of Heads of Government of The Caribbean Community - Interim Report for CISP/CSME/R1/6.1/SER09.10- Consultancy to Upgrade and Install Best Practices in Two Member States (Antigua and Barbuda, and Suriname) - The CTCP Reports for Component 100: The Harmonisation and Standardisation of Administrative Practices and Procedures; and Component 200: Enhancing the Effective Functioning of the Services and Labour Markets through Standardised Licensing Certification and Mutual Recognition of Licenses and Certificates. - The Frame Work Regional Integration Policy (FRIP) on Public Procurement for Government; - Studies and reports on the Free Movement of Skills; - Studies and reports on the Free Movement of Services and the Free Movement of Capital 10 II. Implementation Phase a. Engagements in Member States 1) Establish contact and a working relationship with the CTCP National Coordinator and other officials in the Ministry with responsibility for coordinating project implementation. 2) Engage key stakeholders in the Line Ministries such as the Ministry of Education in the individual Member States 3) Present Work Plans and facilitate confirmation 4) Agree to work schedule for delivery of technical assistance 5) Initiate and complete each activity set out in Section 4.as required by these terms of reference. 6. Monitoring and Reporting The Consultant would be required to report to the contracting agency, the CARICOM Secretariat. The Consultant would be required to produce and submit the following reports throughout the life of the consultancy: - Inception Report - Mid -Term Progress Report The Consultant would be required to submit this report to the CARICOM Secretariat at the half way point of the consultancy. The Consultant is expected to provide a status update on the activities completed and outstanding and also submit documentation regarding expenditure. - Final Report - The Consultant would be required to submit and present this report to the CARICOM Secretariat at the end of the consultancy. The Consultant is 11 expected to provide a status update on the activities completed and also submit documentation regarding expenditure. These reports are to be submitted and presented to the CARICOM Secretariat for consideration and approval. 7. Project Implementation Timeline Period of Implementation The maximum period of implementation is 5 calendar months commencing on the date agreed between the contracting agency and the consultant. Within this period the consultant must complete all of the work and submit the final report two weeks before the end of the period of implementation. The indicative timetable for the work is as follows: Sub- Products Work component All Assignment Days 1. Inception Report 2. Report to include: - detailed Work 5 days Lead Communication s Specialist Implementation Plan - Training Programmes 3. Budget: - Equipment costs for recording any assimilation exercises during training; 12 324 – Determine and prepare appropriate information dissemination formats and publications 322- Promotion and adoption by national stakeholders 1. Short Term Technical Assistance 100 Days to deliver in Jamaica and Belize: - Lead Communication Coordination and s Specialist logistics of at least ten worksite meetings in each Member State; - Development of CSME awareness plan for Belize - Coordination and logistics of spokespersons and media training; - Creation of structural and development plan for the Government Information Service in Belize as a channel and information generator for CSME Information Flows - Coordination and logistics for CSME Education Programme in Schools; - development of content for csmeonline.org; 324 – Determine and prepare appropriate 2. Short Term Technical Assistance to deliver in Guyana: - 100 Days Communication s Officer 1 Coordination and 13 information dissemination formats and publications 322- Promotion and adoption by national stakeholders logistics of at least ten worksite meetings; - Coordination and logistics of spokespersons and media training; - Coordination and logistics for CSME Education Programme in Schools; - national CSME public education strategy for the Ministry of Foreign Trade and International Cooperation ; - development of content for csmeonline.org; 324 – Determine and prepare appropriate information dissemination formats and publications 322- Promotion and adoption by national stakeholders 3. Short Term Technical Assistance 100 Days Communication to deliver in Dominica, Grenada s and St. Vincent and the Officer 2 Grenadines: - Coordination and logistics of at least ten worksite meetings in each member State - Coordination and logistics of 14 spokespersons and media training in each member state; - Development of CSME Public Awareness Campaign Plan for Grenada - Coordination and logistics for CSME Education Programme in Schools; - national CSME public relations and education strategy for Dominica; - development of content for csmeonline.org; 4. Short Term Technical Assistance to deliver in Trinidad and Tobago - 100 Communication s Officer 3 Coordination and logistics of at least ten worksite meetings in each member State - Coordination and logistics of spokespersons and media training; - Coordination and logistics for CSME Education Programme 15 in Schools; - development of content for csmeonline.org; 5. 331 – Prepare core of national trainers 332 – Execute Training Programmes in 12 Member States 1. Spokespersons and Media 75 days Training Lead Expert Communication 15 travel s Specialist days, 30 fee days, 30 per diem days 323 – Design and/or improve information channels 321Preparation of Individual Country Technical Implementation and Operational Plans 332- Execute Training Programmes in 12 Member States 1. The development of content and 323 – Design and/or improve information channels 321Preparation of Individual Country Technical 1. CSME Education Programme in 15 days messages for the worksite Trade and Commerce meetings and teacher training. 15 fee Guidance and advice on Trade in days Specialist Goods, Movement of Services, Right of Establishment, Movement of Capital and other regimes and projects for the operating of the Single Market 35 days Curricula Schools. The delivery of training 8 travel Development activities in Jamaica, Belize and days Specialist 1 Trinidad and Tobago with at least 26 per two workshops each in Jamaica diem days and Belize. In Jamaica and Belize 26 fee 16 Implementation and Operational Plans 332- Execute Training Programmes in 12 Member States one workshop should be done in days to the capital and another population review, centre develop and deliver module in collaborati on with Ministry of Education and other Stakehold ers 2. CSME Education Programme in 35 Days Curricula Schools. The delivery of training to deliver Development activities in Guyana, Dominica, module in Specialist 2 Grenada and St. Vincent and the collaborati Grenadines on with Ministry of Education and other Stakehold ers 1. Preparation and Submission of 3 days Lead Expert- Progress Report to CARICOM Communication Secretariat s Specialist 1. Submission and presentation of 5 days Lead Expert- Final Report upon completion of Communication Consultancy to the CARICOM s Specialist Secretariat 17 TOTAL WORK DAYS 573 Days 8. CONTACTS The CARICOM Secretariat CSME Unit will be responsible for management and coordination of this project. Project organisation will consist of the following structures: The Assistant Secretary-General, Trade and Economic Integration will retain policy oversight for the project as part of the CTCP and will report the performance of the project to Executive Management. Day-to-day supervision of the activities of the Project is the responsibility of the Programme Manager, CSME; Support will be provided by: 1. 2. 3. The Senior Project Officer, Technical action Services Unit The Senior Technical Officer, CTCP Administrative Officer, CTCP 9. Budget The maximum budget available for this consultancy is CAD$394,838.00. 10. QUALIFICATIONS AND EXPERIENCE Key expert 1: Communications Specialist (Team Leader) the team leader will be responsible for overall project coordination, facilitating the spokespersons training; media training; creation of structural and development plan for the Government Information Service 18 (GIS) in Belize as a channel and information generator for CSME Information Flows; and bolstering coordinating capacity within the Focal Point Ministry in Belize and Jamaica. Qualifications and skills At least a first degree in Mass Communications, Media, Journalism, Marketing, Public Relations or related field General professional experience At least ten years experience in a mass communication environment, advertising agency or public relations firm Specific professional experience At least five years experience in developing messages and delivery strategies including workshops/seminars on Caribbean development issues Key expert 2: Communications Officer: who will be responsible for bolstering the capacity in the CSME Focal Point Ministry in Guyana; delivering work site meetings; coordinate the logistics for all training; uploading content to csmeonline.org; Qualifications and skills At least a Diploma in mass communications, media, journalism, marketing, public relations or related field General professional experience At least five years experience as a senior staff in a media house; Government Information Agency or Advertising Agency; Specific professional experience At least three years experience developing and delivering communications products 19 Key expert 3: Communications Officer: who will be responsible for bolstering the capacity in the CSME Focal Point Ministry in Dominica, Grenada and St. Vincent and the Grenadines; development of a public awareness campaign plan for Grenada; delivering work site meetings; coordinate the logistics for all training; uploading content to csmeonline.org; Qualifications and skills At least a Diploma in mass communications, media, journalism, marketing, public relations or related field General professional experience At least five years experience as a senior staff in a media house; Government Information Agency or Advertising Agency; Specific professional experience At least three years experience developing and delivering communications products Key expert 4: Communications Officer: who will be responsible for bolstering the capacity in the CSME Focal Point Ministry in Trinidad and Tobago for delivering work site meetings; coordinate the logistics for all training; uploading content to csmeonline.org; Qualifications and skills At least a Diploma in mass communications, media, journalism, marketing, public relations or related field General professional experience At least five years experience as a senior staff in a media house; Government Information Agency or Advertising Agency; Specific professional experience At least three years experience developing and delivering communications products 20 Key expert 5: Trade and Commerce Specialist: who will be responsible for researching and developing the content for the worksite meetings and other input from the CSME regimes and projects. Qualifications and skills At least a Masters in Business Administration (MBA) General professional experience At least eight years experience in public administration relating to the business aspects of Government Trade; Specific professional experience At least three years promoting business and trade on behalf of Government as a consultant or public servant Key expert 6: Curricula Development Specialist: who will be responsible for reviewing and updating module and facilitating training session for educators in Belize, Jamaica and Trinidad and Tobago. Qualifications and skills At least a degree in education or equivalent qualification in education theory and methods, General professional experience At least five years as a teacher trainer Specific professional experience At least three years experience assisting teachers to use curricula creatively. 21 Key expert 7: Curricula Development Specialist: who will be responsible for reviewing and updating module and facilitating training session for educators in Guyana, Dominica, Grenada and St. Vincent and the Grenadines. Qualifications and skills At least a degree in education or equivalent qualification in education theory and methods, General professional experience At least five years as a teacher trainer Specific professional experience At least three years experience assisting teachers to use curricula creatively. 22