Terms of Reference (TOR)

Like all other research proposals, evaluation proposals are also prepared in response to a request for bid or request for proposal (RFP).

A proposal is a formal document issued by a sponsor to solicit services from the evaluators. These proposals are prepared by the Terms of Reference (TOR) provided by the sponsor and included in the RFP.

It becomes almost mandatory on the part of the bidder to follow this TOR in the preparation of the proposal.

The main sections in Terms of Reference (TOR) for an evaluation process usually include, among others, are:

  1. Background.
  2. Objectives.
  3. Evaluation scope and focus.
  4. The time frame and deliverable.
  5. Methodology.
  6. Information sources.
  7. Evaluation of team composition.
  8. Logistical support.
  9. Involvement of key stakeholders.

Terms of Reference (TOR)

  1. Background

This section is designed to provide the information on the history and current status of the program/project being evaluated, including how it works (its objectives, strategies, and management process), duration, budget, and important stakeholders such as donors, partners, implementing organizations.

  1. Objectives

This section narrates what the project or the organization wants to achieve out of the evaluation.

  1. Evaluation scope and focus

In consultation with the stakeholders, identify the significant evaluation objectives and questions in TOR, the validity of design, effectiveness, efficiency, impact, sustainability, factors affecting performance, etc.

  1. The time frame and deliverable

Here you indicate the duration of the assignment and different phases of the assignment from inception report to the final report.

  1. Methodology

Here you might prefer a particular approach of data collection or a specific evaluation design.

  1. Information sources

List the information to be used by the evaluation, such as monitoring, review, evaluation, and other reports.

  1. Evaluation team composition

Decide on the number of team members, specify the members’ profile

  1. Logistical support

This includes time-frame, costs, team composition requirements, and the like.

  1. Involvement of key stakeholders

Specify the involvement of such stakeholders as internal staff, program partners, donors who will make use of the evaluation results

More 'Monitoring and Evaluation' Posts ⁄
Related Posts ⁄