Aajeevika - National Rural Livelihoods Mission, New Delhi

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1 Aajeevika - National Rural Livelihoods Mission, New Delhi Terms of Reference for Technical Selection of Training Agencies for providing Training and Capacity Building support to SRLMs Note: The outcome of this exercise is only the Technical Selection for facilitating states or NMMU at national level to use the selected firms for their training and capacity building requirements. Section A: Background The Government of India has launched the National Rural Livelihoods Mission (NRLM) under the Ministry of Rural Development (MoRD). The mission aims at creating efficient and effective institutional platforms of the rural poor enabling them to increase household income through sustainable livelihood enhancements and improved access to financial and selected public services. NRLM has been set out with an agenda to reach out and mobilize 7.0 Crore BPL households, across 600 districts, 6000 blocks, 2.5 lakh Gram Panchayats, 6.0 lakh villages in the country, into self-managed SHGs and federated institutions and support them for livelihoods collectives. In addition, the poor would be facilitated to achieve increased access to their rights, entitlements and public services, diversified risk and better social indicators of empowerment. Ministry of Rural Development has set up National Mission Management Unit (NMMU) with multidisciplinary experts in Institution Building, Financial Inclusion, livelihoods, HR, Finance, etc. to provide technical assistance to the States for rolling out NRLM activities. Each state government is required to set up a State Rural Livelihoods Mission (SRLM), registered autonomous society or company, for overseeing implementation of NRLM in the state. Each SRLM will have a dedicated and sensitive structure at the state level (State Mission Management Unit), district level (District Mission Management Unit) and block level (Block Mission Management Unit) to implement NRLM. Section B: Rationale NRLM has an ambitious mission of reaching all the poor families in the rural areas through a systematic approach of organizing the poor into groups and enabling them to come out of poverty through a series of interventions. The task of building good quality institutions of poor is the most important responsibility under NRLM. This required intensive and continuous capacity building of institutions of poor, their leaders, their community service providers and resource persons. As a first step in this process, there is a need to build the capacities of the staff of the SRLMs through intensive training to enable them to internalize NRLM core values and principles, apart from training in Institution Building, Financial Inclusion, Social Development, Livelihoods and Project Management. The capacity building efforts would include: training needs assessment; structured training programmes and events; establishing and involving capacity building units and resource organizations at various levels; pilots Page 1 of 8

2 and demonstration sites to facilitate learning by doing and handholding; exposure visits; and experience sharing through best practitioner resource persons etc. The national mission also recognizes that this is a mammoth task and the newly setup SRLMs need support from established training and capacity building organisations/agency, who have been engaged in this sector and have sufficient experience in conducting similar activities. In order to support the states in this regard, the NMMU has already taken the following steps: 1. Identification of 5 National level Resource Organizations - Society for Elimination of Rural Poverty (SERP), Andhra Pradesh, Employment Generation and Marketing Mission (EGMM), Andhra Pradesh, Bihar Rural Livelihoods Project Society (BRLPS), Bihar, Tamil Nadu Pudhu Vaazhvu Society (TNPVS), Tamil Nadu, Kerala State Poverty Eradication Mission (KSPEM), Kerala. These resource organisations have demonstrated best practices of large scale poverty alleviation and have, therefore, been identified for providing implementation support and technical assistance to the other SRLMs. 2. NMMU is also in the process of preparing a Technical Short list of credible NGOs that have created efficient and effective institutions of the poor and have demonstrated core NRLM principles on ground. These NGOs will act as immersion locations for SRLM staff, community professionals, community members and will also generate community best practitioners, generally known as Community Resource Persons (CRPs), for undertaking social mobilisation and institution building. Apart from the immersion and exposure, as explained above, SRLM staff will also need a structured training and handholding support in various aspects of Institution Building, Financial Inclusion/Micro Finance, Social Development, Livelihoods and Project Management related to Rural Development. Secondly, each SRLM, over a period of time should be in a position to create its own cadre of Trainers/Master Trainers on each intervention. Hence, to build capacity and create its own cadre of Master trainers, SRLMswill need the services of organisation/agency who have been engaged in imparting similar training and creating the Master Trainers over the years. For this purpose, NMMU proposes to develop a long-list of credible training and capacity building agencies to assist the SRLMs in Training and Capacity Building. Section B: Objective of the Assignment: This ToR is prepared to undertake a technical selection procedure and prepare a long list of suitable training agencies by NRLM so that states or NMMU at national level could quickly engage a training agency best suited to their needs, at their own cost. Note: The outcome of this exercise is only the Technical Selection for facilitating states or NMMU at national level to use the selected firms for their training and capacity building requirements. Page 2 of 8

3 Section B1. Process NRLM will be implemented across states in the country. Each State government is establishing a society (State Rural Livelihoods Mission SRLM) and a dedicated structure at state, district and block level to implement the NRLM in the state. For the purpose of preparing a long list of training agencies, the country is divided into 4 zones North, South, East and West. North Zone East Zone South Zone West Zone Haryana West Bengal Karnataka Gujarat Himachal Pradesh Orissa Kerala Goa Jammu and Kashmir Bihar Tamil Nadu Rajasthan Madhya Pradesh Chhattisgarh Andhra Pradesh Maharashtra Punjab Jharkhand Andaman and Nicobar Dadar and Nagar Haveli Uttar Pradesh Sikkim Lakshadweep Daman and Diu Uttarakhand North East states Pondicherry (Meghalaya, Mizoram, Nagaland, Manipur, Tripura, Assam and Arunachal Pradesh Delhi Chandigarh Long lists of technically qualified Training and capacity Building agencies is proposed to be prepared for each Zone through this process. The technical evaluation will take care of proven track record and will be based on competency of agency in quality training and capacity building services. The agency shortlisted for technical evaluation will submit a letter (along with Technical Proposal at the RfP stage which is after this initial stage of Expression of Interest) confirming its consent to work with any of the states requesting training and capacity building related services. Once the technical selection is completed for each zone all SRLM units will be informed of the outcome by NRLM. One agency may be shortlisted for more than one zone. For final hiring of the Training and Capacity Building agencies by the states, the interested SRLM unit will propose the exact requirement of tasks and a request will be issued to6 or more shortlisted agencies on the list seeking (i) commercial proposals (ii) letter confirming the availability of the team proposed by the shortlisted agencies at the time of RFP. This request will include the detailed tasks to be undertaken by the Training and Capacity Building agency along with scope of work and other terms and conditions as deemed necessary to be included by the SRLM unit. The Training and Capacity Building agency will sufficiently address the request submitted by state and be ready for timely delivery of services and furnishing any other information as needed. The format for commercial proposal will be provided by the SRLM unit as per the scope of work to be undertaken, Page 3 of 8

4 following the procurement manual of NRLM. The submitted commercial proposals will be evaluated by SRLM. The agency offering the least cost will be selected for award of contract. The Training and Capacity Building agency will be hired against the specific scope of work which may be for one off service or for a longer duration. The request, issued by the state to the 6 agencies, will clearly mention the scope of work. The length of contract between Training and Capacity Building agency and state will be decided based on Training and Capacity Building strategy proposed by the state. However, performance of the Training and Capacity Building agency will be reviewed periodically by SRLM. The continuity or termination of contract will solely depend upon client s (SRLM) satisfaction. The final agreement will be signed between SRLM and the selected Training and Capacity Building agency. The agreed tasks are expected to be completed within the prescribed time. Any extension or change in deadline will be subject to the consent of SRLM. Section C: Scope of Work The Training and Capacity Building agency will follow the guidelines as prescribed by SRLM unit. Accordingly, the agency will design its approach and methodology to the assigned tasks and get it approved by the SRLM unit. It is expected that the Training and Capacity Building agency will put in place a full time, high calibre team consisting of a dedicated Team Leader, Institution Building expert and key senior Training and Capacity Building specialist. It is desirable that key members, including the specialists proposed for the assignment are full time staff of the Agency. This team is expected to carry out the assignment with high degree of accountability and manage all necessary documentation for any obligations arising in future. The expected individual profiles of team members are annexed as Annexure A. It is expected that the Capacity Building Agency will be able to ensure quality results in terms of assisting the SMMU/DMMU/BMMU/PFTs (Project Facilitation Team at below district/block level) in imbibing the right values, principles and spirit of a community driven development projects and translate this into their actions and behaviours. Some of the areas of capacity building will be: The Project, key features and its Operational Manual Participatory Identification of Poor, Social mobilization, Community Institution Building Micro Finance, Financial Inclusion and Micro-investment planning process and Community Investment Fund management Bank Linkage and Financial Literacy Social Development Livelihoods Project Management Above are the indicative theme areas, and the same will be finalized with mutual consent. Page 4 of 8

5 In addition to standard modules designed to cater the needs of each category of project staff, refresher modules around emerging demands, identified knowledge or skill gaps should also have to be designed and delivered. The key tasks that the agency may be called on to provide to the SRLMs are as follows:- 1. Conduct Training Need Analysis (TNA) & Assess Competency of Project Staff. The TNA would serve as the basis for the designing the training module. Agency will develop a prototype of Training Module along with pedagogy, training material, readers/reading material, handouts, audio-visual aid for supporting training to the members of Block team / PFTs and liaison with different resource organizations to provide immersion platform for the trainees. 2. Adapt the training module as per Annual Action Plan(AAP) / State Perspective and Implementation Plan (SPIP) /Community Operational Manual (COM) and build capacity of the project staff in the areas of Institution Building (SHG, Primary level federations, Secondary level federations), Financial Inclusion and preparation of micro-investment and livelihoods Plan, Management of Community Investment Plan (CIF), Social Development, Livelihoods and Project Management related to Rural Development profession in accordance with the project rules and procedures specified in the AAP / SPIP / COM; 3. Liaison with organisations implementing similar projects at scale in the country to provide village immersions to best practices. 4. Conducting Initial Induction, Orientation and Functional Training for the State, District, Blocks and sub block (BMMU/PFTs) level team on project design, key principles, basic concepts of Social Mobilisation, Institution Building(SHG, Primary level federations, Secondary level federations), Financial Inclusion and preparation of micro-investment and livelihoods Plan, Management of Community Investment Plan (CIF), Social Development, Livelihoods and Project Management related to Rural Development profession. 5. Supporting the DMMUs in providing hand holding support to BMMU/PFTs preparation of capacity building action plans and in implementation of the same. Conducting TNA time to time and organizing refresher training to the project staff. 6. Based on the feedback and outcome of various capacity building activities, redesign and implement the revised Capacity Building strategy and capacity building action plan. This includes mentoring, back up supporting and monitoring effectiveness of the project teams on a regular basis and revising and adapting capacity building plans to respond to the emerging capacity building needs and demands on the ground. Section D: Eligibility Criteria Page 5 of 8

6 The general selection of agency would be guided by the following criteria: The Training and Capacity Building Agency should have a proven track record of at least five years experience in developing/designing training module and imparting training to professionals for development projects. Should have minimum 10 Capacity Building professionals with a minimum experience of 10 years of which 7 years is in imparting similar nature of training programmes. Agency should have experience in developing/designing training modules and imparting training to development professionals in programs supported or implemented by Government of India, State Governments, World Bank, United Nations or other International Organizations of repute. Experience in developing Participatory Methodologies based training modules, manuals, audiovisual aids, reading materials etc. The Agency should have experience of having trained at least 800 professionals (from field level staff to state level officials) in last 5 years. The Agency should have minimum annual turnover of Rs 50 lakh or above for last three years. Section E: Support to be provided by SRLM: All project related data and documents required for carrying out the assignment like AAP, SPIP, Community Operational Manual (COM) etc. and other available manuals relating to the project will be made available. Timely nomination and presence of participants for the various capacity building events will be ensured. SRLM will be providing the infrastructure support that includes training venue, audio/video equipment s, and stationary for the candidates, boarding and lodging for candidates and travel costs for candidates etc. Section F: Period of Assignment: The total duration of the assignment will depend upon the scope of work provided by the SRLM with possibilities of being extended further, upon satisfactory performance and mutual agreement. The tasks shall follow the scheduling/ phasing of project implementation process and project cycle as mentioned in the SPIP or as it would be mutually agreed by both parties in the inception report. Section G: Review and Monitoring of Work: The State Mission Director or any other official of the SRLM will be responsible for the review and monitoring of the progress of the assignment. He or she may constitute a review committee at various levels to monitor the progress and interact with the Agency. The committee may also seek comments and inputs on the consulting agency work from other experts as found appropriate. NMMU will also be involved with the S.R.L.M in monitoring the performance of agency. The effectiveness of capacity Page 6 of 8

7 building activities will also be evaluated by the review committee within 6 months of the completion of the program. Any reports/ research reports/ process documents produced as a part of this assignment shall be deemed to be the property of SRLM and the consultant will not have any claims and will not use or reproduce the contents of the above documents without the permission of SRLM. Page 7 of 8

8 ANNEXURE: A Key Persons, Qualification, Experience required for the Assignment: S. No. Name of Position Key qualification and experience 1. Team Leader Post graduate in social sciences / MBA/Rural Management A community development practitioner of 15 years experience of which at least 10 years shall be in management of capacity building/training related programs in large projects. Extensive experiences of documenting best practices in the field of institution building and rural livelihoods promotion, 2. Expert - Social Mobilization and Participatory Techniques 3. Expert - Institution Development Post graduate in social sciences having 10 years field level experience in community development projects out of which at least 5 years in training in participatory techniques in formation and nurturing of SHG and its federations. Post graduate in social sciences / MBA / Rural Management with at least 10 years experience in institutional development of CBOs, PRIs, Co-operatives etc. At least 5 years experience in training and capacity building related activities in formation and nurturing of SHG and its federations.. 4. Expert - Micro Finance Post graduate in social sciences/ MBA/Rural Management having 7 years field level experience in mobilizing and developing self Help Groups and their Federations and ensuring bank credit linkages with the commercial banks. 5. Expert Social Development Post graduate in social sciences/ MBA/Rural Management having 7 years field level experience in designing and implementing social issues related interventions. 6. Expert Livelihoods Post graduate in social sciences/mba/rural Management with at least 10 years experience in institutional development of CBOs, PRIs, Cooperatives etc. At least 5 years experience in training and capacity building related activities in formation and nurturing of SHG and its federations.. 7. Expert Project Management 8. Expert -Monitoring and Learning Post graduate in social sciences/ MBA/Rural Management having 7 years field level experience in imparting training to Rural Development professionals on Project Management. Post graduate in social science/mba/rural Management /computer science with at least 7 years experience in participatory monitoring/evaluating capacity building and training programs in rural areas. At least 3 years experience in documenting best practices, learning from field implementation. Page 8 of 8