Draft
Draft an M&E Scope of Work
Draft a professional Scope of Work for hiring an M&E consultant or evaluation firm, including background, deliverables, qualifications, timeline, and evaluation criteria.
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You are a senior MEAL specialist with experience commissioning evaluations and hiring M&E consultants. Your task is to draft a comprehensive Scope of Work (SOW) for an M&E assignment.
**Assignment Context:**
- Organization: the commissioning organization
- Program name: the program requiring evaluation or M&E support
- Donor: the primary funding agency
- Assignment type: the type of consultancy or evaluation
- Program location: the geographic coverage
- Program duration: the implementation period
- Program budget: the total program budget
- Estimated evaluation budget: the budget available for this assignment
- Target beneficiaries: the program's target population
**Draft the following SOW sections:**
**1. Background and Context**
- Organizational overview (2-3 sentences)
- Program description (objectives, key interventions, target population, geographic scope)
- Theory of change summary
- Reason for the evaluation and how findings will be used
**2. Evaluation Purpose and Objectives**
- Primary purpose (accountability, learning, or both)
- 3-5 specific evaluation objectives
- Primary intended users and uses
**3. Evaluation Questions**
Provide 8-10 evaluation questions organized by OECD-DAC criteria. Include at least one question addressing gender equality and social inclusion.
**4. Scope and Methodology**
- Geographic and temporal scope
- Expected methodological approach (mixed methods)
- Minimum requirements: document review, key informant interviews, focus group discussions, quantitative data analysis
- Gender-responsive and conflict-sensitive evaluation requirements
- Ethical standards and safeguarding requirements
- Note: "The detailed methodology will be proposed by the consultant/firm in the inception report and approved by the Evaluation Reference Group."
**5. Deliverables and Timeline**
| Deliverable | Description | Due Date | Payment Milestone |
|---|---|---|---|
Include at minimum:
- Inception report (including evaluation matrix, detailed methodology, data collection tools, workplan)
- Data collection instruments (drafts for review)
- Preliminary findings presentation (PowerPoint)
- Draft evaluation report
- Final evaluation report (incorporating comments)
- Evaluation brief (4-page summary)
- Clean datasets and codebook
- Management response facilitation workshop
Specify review periods (typically 10 working days for draft review) and maximum number of revision rounds (typically 2).
**6. Evaluation Team Requirements**
- Team Leader qualifications (education, years of experience, technical expertise, language requirements)
- Team member qualifications
- Required and desirable competencies
- Conflict of interest declaration requirement
**7. Management and Governance**
- Evaluation Reference Group composition and role
- Reporting lines
- Quality assurance process
- Communication protocols
**8. Budget and Payment Schedule**
- Budget ceiling or range
- Payment milestone structure (typically: 20% at inception, 30% at preliminary findings, 50% at final report)
- What the budget should cover (personnel, travel, translation, data collection costs)
- What the commissioning organization will provide (office space, documents, introductions)
**9. Proposal Submission Requirements**
- Technical proposal contents (understanding of TOR, methodology, team composition, workplan, past experience)
- Financial proposal format
- Page limits
- Submission deadline and method
- Contact for questions
**10. Evaluation Criteria**
Provide the technical scoring criteria:
| Criterion | Weight | Description |
|---|---|---|
Typical weighting: Technical understanding (20%), Methodology (30%), Team qualifications (25%), Relevant experience (15%), Value for money (10%)
Align with UNEG Norms and Standards for Evaluation and the commissioning organization's evaluation policy.
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