National Rural Livelihoods Mission Terms of Reference for Empanelment of Resource Persons for M&E, MIS and Financial Inclusion Background 1. The Ministry of Rural Development, Government of India, has been implementing National Rural Livelihoods Mission (NRLM) since 2011. The key thrust of NRLM is rural poverty reduction through the creation and strengthening of institutional platforms of the rural poor. The NRLM provides a combination of financial resources and technical assistance to the States and Union Territories to facilitate implementation of a comprehensive livelihoods approach that encompasses the following inter-linked tasks: (a) mobilization of all rural poor households into effective Self Help Groups (SHGs), SHG federations and other organizations; (b) enhancing access to financial, technical and marketing services; (c) building capacities and skills for gainful and sustainable livelihoods; and finally (d) improving the inclusive delivery of social and economic support services to the poor. The cost of the centrally sponsored NRLM is financed by the Center and the States in the ratio of 75:25, while in the case of north-eastern states in Jammu & Kashmir, the ratio is 90:10. In order to augment the resources for the Mission in 13 high poverty states which account for 85% of the poverty population in the country, the Government of India (GOI) has obtained a credit of $500 Million from the World Bank. This part of the NRLM is known as National Rural Livelihoods Project (NRLP). 2. In order to achieve the objectives of the Mission, a dedicated multi-level implementation structure has been created. This structure includes the National Mission Management Unit (NMMU) at the center and State Mission Management Unit (SMMU) at the state, the District Mission Management Unit (DMMU) at the district and Block Mission Management Unit (BMMU) at the block levels. The Mission’s mandate is to cover seven crore (70,000,000) poor rural households, across more than 640 districts, 6,000 blocks, 250,000 Gram Panchayats and 600,000 villages in the country through self-managed Self Help Groups and their federations, and support them for livelihoods collectives over a period of eight to ten years. MIS, Monitoring and Evaluation Studies 3. The Mission has provides for a comprehensive MIS, monitoring, learning and evaluation (MLE) system to support implementation and measure the Mission induced changes in the livelihoods and well-being of the poor. Though both the NMMU and the SMMUs are responsible for implementing MIS, monitoring and evaluation, the State Rural Livelihoods Missions (SRLMs) are primarily responsible for operationalizing the MIS and M&E components through external agencies. All SRLMs are required to: (i) get a comprehensive MIS designed and developed by external agencies; (ii) commission external agencies to undertake impact evaluation studies covering baseline and follow-up studies as well as qualitative studies on thematic areas; (iii) commission process monitoring studies through external agencies; and (iv) institute community Page | 1 monitoring and evaluation practices with the technical support of external agencies. Financial Inclusion 4. Financial Inclusion: All SRLMs are required to focus on the Financial Inclusion activities including promotion of financial literacy, SHG-Bank linkage and implementation of Interest Subvention component. Expertise Required 5. To conceptualize and determine different dimensions of these studies and support SRLMs in effective management of the contracts, the SRLMs require support of several technical experts. In view of the diverse types of expertise required, it has been decided by the National Mission Management to empanel a national pool of resource persons whose services could be used by the SRLMs as and when required as per the terms and conditions inforce at SRLMs/NMMU, MORD. More specifically, the SRLMs would require the following technical support from individual resource persons to manage the portfolio of M&E and MIS activities. (1) Sampling Experts: To advise the SRLMs on all aspects of sampling of proposed studies-sampling methods, size and distribution of sample, power calculations; and to scrutinize the sampling plans of external agencies as well as their draft and final reports based on sample studies and inferences drawn from them. (2) Evaluation Experts: (i) to support SRLMs in the preparation of EOIs and TORs of impact evaluation studies; (ii) to advise on design and methodology of studies, scrutinize study tools; (iii) support training of field teams and provide oversight of field work; (iv) suggest appropriate statistical analysis of data and table formats and report templates; (v) comment on draft and final reports of studies, participate in dissemination workshops; and (vi) examine poverty estimates and livelihood assessments made etc. (3) Qualitative/ Thematic Study Experts: (i) to support SRLMs in preparation of EOIs and TORs of qualitative/thematic studies; (ii) advise on design and methodology of studies and study tools; (iii) support training of field teams, provide oversight of field work; (iv) suggest appropriate qualitative analysis of data and table formats; (v) comment on draft and final reports of studies in different areas (Social Inclusion, IB, Livelihoods, Social Development etc.,) (4) Financial Inclusion Experts: (i) to support SRLMs in the design of financial inclusion studies; (ii) undertake studies on SHG bank linkage and interest subvention; and (iii) undertake SHG bank linkage related activities. Page | 2 (5) Process Monitoring/ Community Monitoring and Evaluation Experts: (6) Documentation Specialists: (7) MIS Experts: (i) to support SRLMs in the design of methods and tools for process monitoring and community monitoring and evaluation; (ii) preparation and evaluation of EOIs, TORs and technical proposals; (iii) provide oversight for the studies; (iv) suggest institution of community monitoring and evaluation practices and social audit; and (v) prepare manuals in community monitoring and evaluation and train Mission staff and community cadre. Identify and document case studies, best practices and innovations and train key staff in documentation. (i) to support SRLMs in the identification of requirements, design of EOIs and TORs, evaluation of EOIs and technical proposals; (ii) comment on URD and SRD; (iii) software features, functionality, scalability, inter-operability, suggest potential analytics, support rollout and contract management; and (iv) support adoption of MIS implemented in other states. Qualifications of Resource Persons 6. Resource persons possessing the educational qualifications, specialization and a minimum intensive experience of 10 years in the relevant area will be considered for empanelment, after necessary assessment. Based on the current and future requirements of the SRLMs, services of the resource persons with the following qualifications and experience are required on need basis. S. No. 1. Resource Persons Required Sampling Experts 2. Evaluation Experts 3. Qualitative/ Minimum Qualifications and Experience Ph.D. in Statistics/ Econometrics/ Rural Management from a reputed university with more than 15 years of experience in providing sampling support for large development projects Ph.D./P.G. in Economics/ Econometrics/ Rural Mgmt/ Statistics/ Development Studies from a reputed university with more than 15 years of intense experience in large projects Ph.D./P.G. in Specialization Sampling and estimation. Design of methods and tools for large scale field survey based rural development / poverty/ livelihood studies; Advanced statistical/ econometric analysis of data; Poverty estimation, livelihood assessment etc., Design and conduct of Page | 3 S. No. Resource Persons Required Thematic Study Experts 4. Financial Inclusion Experts 5. Process Monitoring/ Community Monitoring and Evaluation Experts 6. Documentation Specialists 7. MIS Experts Minimum Qualifications and Experience Economics/ Econometrics/ Rural Mgmt/ Statistics/ Development Studies from a reputed university with 10 – 15 years of experience Graduate/Post Graduate from a reputed university with more than 15 years of experience in banking sector Ph.D./P.G. in Social Sciences/ Rural Management from a reputed university with 5- 10 years of experience Ph.D./P.G. in any social science/humanities from a reputed university with 5- 10 years of experience M.Tech/ B.Tech/ MCA/ MS / B.E. in Computer Science/ Applications from a reputed university with 5-10/ 10-15 years of live experience in design and development of MIS Specialization qualitative studies and thematic studies in the areas of social inclusion, institution building, financial inclusion, livelihoods promotion, social development. Ex-bankers with experience in rural banking. Design of methods and tools for process monitoring of community driven development projects; Design and conduct of participatory monitoring, community self-monitoring and social audit. Documentation of case studies, best practices and innovations. Design and development of MIS for large community/ social development projects/ transaction based MIS; rollout and maintenance of MIS; Design of MIS analytics and dashboards. Other Criteria 7. The resource persons interested in the assignment must: (i) (ii) (iii) (iv) possess proven documentation/reporting skills in English; have higher order computer skills; be willing to undertake field travel in different states; be willing to participate in orientation/technical workshops and capacity building sessions; and (v) be convergent with regional languages Page | 4 Categorization of Resource Persons 8. Eligible applicants with more than 15 years of relevant experience will be empanelled under category –“A”, those with 10-15 of relevant experience under category –“B” and those with 5-10 years under category –“C”. How to Apply 9. The interested persons may send their latest CVs, clearly indicating their educational qualifications, experience and expertise as well as options for different states and Union Territories. Empanelment Processes 10. A consultant selection committee appointed by the Mission Director, NRLM and headed by him and comprising three other members will undertake an assessment of the CVs and recommend resource persons for empanelment under different areas. For the purpose of evaluation of CVs the committee will develop sub-criteria as required. The committee may also hold an interview the shortlisted candidates if necessary, before selecting the final list for empanelment. Based on the qualification and experience, the resource persons will be grouped into three categories i.e. A, B, C in line with the Retainer Consultant Policy of NRLM, MORD. The final approved panel of resource persons will be placed on the NRLM website. Remuneration and Travel Cost 11. The SRLMs will access the services of empanelled resource persons as and when required. SRLM will pay remuneration as per their own approved rates. If there is no fixed rate approved, SRLMs will call for financial proposal from at least three empanelled consultants following NRLM procurement guidelines applicable for selection of “Individual Consultants” and fix the remuneration rates accordingly. Further, SRLM will negotiate terms and conditions, deliverables, time lines etc., with the identified consultants and make payment of honorarium and reimburse travel and other incidental costs on actual basis as per the rates approved. The same principle will be applicable for experts empanelled by NIRD and any of the NROs. The services of the experts empanelled by NIRD can also be used by NMMU or any of the SRLMs. Email for Communication 12. Expression of Interest in the suggested format along with a copy of the latest CV (along with two references and full contract details) and two samples of latest work that best illustrates the capabilities and expertise of the applicant, addressed to the Mission Director, NRLM, Ministry of Rural Development, Government of India, 6th Floor, Hotel Samrat, Chanakyapuri, Kautilya Marg, New Delhi-110021 should be sent only by e-mail to: nmmuprocurement@gmail.com latest by 16th March 2015 till 5.30 PM. *** Page | 5