Terms of Reference to conduct a socio-economic study and energy access baseline in Arua and Masindi Districts
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1 Terms of Reference to conduct a socio-economic study and energy access baseline in Arua and Masindi Districts Background The World Wide Fund for Nature (WWF), the global conservation organization, has a mission to stop the degradation of the planet's natural environment and to build a future in which humans live in harmony with nature, by: a) conserving the world's biological diversity, b) ensuring that the use of renewable natural resources is sustainable and c) reducing pollution and wasteful consumption. To achieve its global mission, WWF-Uganda Country Office (UCO) works with central and local government agencies, the private sector, Civil Society Organizations (CSOs) and local communities to implement its various conservation programmes on Energy and Climate, Forestry and Biodiversity and Freshwater in Uganda. Context Limited access to energy is impeding improvements in livelihood development and quality of life for most of Uganda s rural populations. Rural zones are far from areas where electricity is carried by the national grid infrastructure and therefore alternative solutions are needed for these zones. Arua and Masindi Districts are predominantly rural with 54% and 48% poverty rates respectively. Most households, businesses, and social institutions use kerosene lamps and are hampered with limited access to energy. The Government of Uganda in its vision 2040 sets out to achieve 80% electricity access by However, the government still faces key challenges including human and financial capacity, which are hindering the achievement of this otherwise ambitious target. There is also need for other stakeholders to make their contributions in order to compliment government efforts. In response to this, WWF-UCO is implementing a project titled Scaling-up Rural Electrification Using Innovative Solar Photovoltaic Distribution Models Project. The overall objective of this project is to ensure that by 2025, rural livelihoods are improved and greenhouse gas emissions are reduced through widespread access to clean and renewable sources of energy in Kasese, Masindi and Arua Districts of Uganda. Specifically by the end of the project, rural communities in the three districts adopt solar PV energy for use domestically, in social institutions and other productive use and they are empowered to manage this renewable energy source in the long term, leading to improved local economic development and reducing both health problems and greenhouse gas emissions. WWF-UCO is seeking the services of a consultant to conduct a socio-economic study and energy access baseline study for the proposed target districts of Arua and Masindi.
2 Objectives of the Assignment The main objective of this assignment is to ascertain the socio-economic status and energy access situation in the districts of Arua and Masindi to obtain baseline data to inform project implementation and provide basis for assessment of project performance. The specific objectives of the study are as follows: Assess the social and economic factors likely to influence access to clean renewable energy by target beneficiaries, Undertake a Knowledge, Attitude and Practices (KAP) survey on access to clean renewable energy services for cooking and lighting, Conduct market research to assess demand and supply dynamics that impede and/or facilitate access to clean renewable energy Undertake a baseline survey that would set the basis for measuring progress and impact of the project. Scope Geographical scope: The consultant is expected to cover the two districts of Masindi and Arua clearly using a statistical acceptable sampling design. Content scope: The consultant is expected to; assess the social and economic factors likely to influence access to clean renewable energy by target beneficiaries, undertake a Knowledge, Attitude and Practices (KAP) survey on access to clean renewable energy services for cooking and lighting, conduct market research to assess demand and supply dynamics that impede and/or facilitate access to clean renewable energy and undertake a baseline survey that would set the basis for measuring progress and impact of the project. In general the consultant is expected to conduct a socio-economic and energy access survey with considerations of consumer knowledge levels and practices, availability and affordability focusing on households, commercial and social institutions in Arua and Masindi Districts. This study will clearly show the barriers to energy access at both household and institutional level and the opportunities that can be leveraged on in implementing the proposed interventions. This study will comprise of energy access at household, institutional and industrial levels and also provide insights on a Knowledge, Attitude and Practice (KAP) analysis of the target group on the availability and benefits of solar lighting and clean cooking energy services.
3 In defining the energy access the following will be considered amongst others. Access data should be disaggregated by sex Availability and Affordability issues of the renewable energy technologies should be taken in to account In defining the KAP, the following will be considered among others Renewable energy technology actors in Arua and Masindi should be mapped clearly defining which products being promoted and disseminated A market survey for the solar home systems, institutional solar systems and improved cook stoves should be highlighted as part of this study. Approach and Methodology The assignment will involve both a desk assessment of the available literature and field study to collect primary data. This approach should be complemented by extensive stakeholder consultations that will require the consultant meeting with local government, civil society and private sector stakeholders in the districts of Arua and Masindi. The consultant will be expected to present his/her draft findings in a validation meeting to a selected team from the WWF-UCO Energy and Climate Programme. The consultant in undertaking this study will closely collaborate with the WWF-UCO project staff and the focal persons from the two aforementioned districts. The undertaking will be defined by the following proposed key considerations. Developing the overall methodology and approach to the study, including designing and testing appropriate survey tools, identifying sample size, sampling procedure, data analysis and report compilation. A socio-economic analysis of the target beneficiaries of the project in relation to energy use in Arua and Masindi Districts. Energy access levels in the two districts by type and form of energy used Map out renewable energy technology actors in Arua and Masindi Districts, clearly defining which products and services are being promoted and disseminated A knowledge, attitude and practices levels of the target beneficiaries on the benefits of renewable energy technologies
4 A potential market analysis for the solar home systems, institutional solar systems and improved cook stoves with emphasis on availability and affordability Disaggregate data collated by sex and age to clearly show the social groupings that will be targeted during implementation of the project Document recommendations that will guide the implementing team on how to maximize impact. Deliverables The consultant is expected to produce the following key outputs: Inception report detailing the proposed methodology, work plan, budget, proposed team and outline of the proposed baseline report, Pre-tested survey tools, Data set with data captured from fieldwork, Draft report Three copies of final report (hard and soft), not exceeding 45 pages and an abridged version of the report in not more than 8 pages and Facilitate a validation meeting to present preliminary findings from the field to a selected team Desired skills and competence Relevant academic background (post graduate qualification as minimum) in conservation related research in the fields of energy, sustainable and socioeconomic development, environmental management, and other related fields. Proven experience of at least 3 years in undertaking studies of similar or related development programs Organizational capacity to conduct the assignment. Participatory research techniques both quantitative and qualitative. Solid analytical and conceptual skills and the ability to think creatively. An eye for detail with ability and sense to synthesize large data and paint a coherent overall picture. Fluency in English (spoken and written) A good reputation for quality data analysis and producing high quality reports.
5 Duration of the assignment The assignment is expected to take place starting in November 2016 and should be completed within 30 man days. The draft report is expected on 2 nd December 2016 after which comments will be provided and final report is expected on 30 th December Budget The estimated total cost of this assignment should cover both professional fees as well as any other costs to be incurred by the consultant. Tendering Process Consultants who wish to express interest in undertaking this assignment are requested to send soft and hard-copies of the following: i. A technical proposal not exceeding 10 pages (in a sealed envelope clearly marked Technical Proposal ) containing: The consultant s understanding and interpretation of the TOR Methodology to be used in undertaking the assignment Activity schedule Evidence of relevant experience and samples of products related to the assignment An up to date curriculum vitae (CV) of the lead consultant plus short CVs of the rest of the team if necessary Information on any representative of your team, or any member of your team, that may give rise to a direct or indirect conflict of interest, including identifying other current contractual works being conducted for WWF, Funder (European Union) and affiliations with national and local focal points Reference of at least 3 former clients who agree to be contacted by WWF- UCO ii. A financial proposal not exceeding 2 pages (sealed in a separate envelope clearly marked Financial Proposal ) including: Consultant s daily rates in Uganda Shillings Any other related costs related to undertaking the assignment Consultants are required to submit their current CV along with a technical and financial proposal. It will be a condition of the contract that CVs of all individuals engaged in the assignment is submitted (including CVs of junior staff and anyone sub-contracted to work on the study). The work plan must clearly outline which
6 individual will actively lead and deliver on each component. Senior consultants/team leaders will be responsible for the successful and timely delivery of each component of the assignment. Reporting The consultant will report to the EU Solar Energy Project Manager. Submission of Proposal Both the technical and financial proposals should be submitted together but in separate sealed envelopes. These should be marked: Proposal for consultant to conduct a socioeconomic study and energy access baseline in Arua and Masindi Districts Kindly include a return address on all envelopes. Send the specified documents above to; Chairperson, Procurement Committee, WWF Uganda Country Office, Plot 2 Sturrock Road P.O. Box 8758, KAMPALA Deadline: All bids are expected to be submitted by 4 th November 2016 by 14.00Hrs. Conditions: 1. WWF reserves the right to accept any proposal or reject all proposals. 2. Technical evaluation will precede financial considerations. 3. Any forms of canvassing will lead to automatic cancellation of the bid in question. Only shortlisted consultants will be contacted for further consideration
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