26 October 2015 INVITATION FOR APPLICATIONS FOR …

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The Research for Community Access Partnership (ReCAP) 1 26 October 2015 INVITATION FOR APPLICATIONS FOR FRAMEWORK CONTRACTS: INDIVIDUAL CALL-DOWN CONTRACTS Dear Applicant, The Research for Community Access Partnership (ReCAP), managed by Cardno Emerging Markets (UK) Ltd and funded by The UK’s Department for International Development (DFID), is seeking applications from individual experts to establish a pre-qualified registration list of highly qualified and experienced consultants through framework individual contracts in the following fields/thematic areas: 1. Road Infrastructure and related Capacity Building Sub-themes/areas of expertise under this thematic area include: o Sustainable and economical provision of infrastructure o Material resources and environment o Road maintenance and appropriate standards o Defining measuring and analysing road access o Capacity Building 2. Transport Services and related issues: o Public transport services operation and regulation o Motorcycle taxis and intermediate means of transport o Rural mobility and access to roads o Measuring the requirements for, and the benefits of, rural roads and transport services o Gender equality, equity and social inclusion o Safety and security o Capacity building ReCAP funds and commissions applied research into low volume rural roads and rural transport services in low income countries. It is designed to ultimately provide safer and more sustainable access to poor rural communities. ReCAP will operate in the following geographical regions 1 : A. Africa region (Eastern and Southern) B. Africa region (West) C. Asia region This application process is open to individuals who meet the criteria detailed in the attached documentation, for any one (or more) of the areas of expertise under each specific thematic area particular to the applicant’s region of experience. Locally based individuals and women are encouraged to apply. There are no nationality restrictions for this application process. 1 Indicative list of countries under each region in clause 6 of PART C of this Invitation for application

Transcript of 26 October 2015 INVITATION FOR APPLICATIONS FOR …

The Research for Community Access Partnership (ReCAP) 1

26 October 2015

INVITATION FOR APPLICATIONS FOR FRAMEWORK CONTRACTS: INDIVIDUAL CALL-DOWN

CONTRACTS

Dear Applicant,

The Research for Community Access Partnership (ReCAP), managed by Cardno Emerging Markets

(UK) Ltd and funded by The UK’s Department for International Development (DFID), is seeking

applications from individual experts to establish a pre-qualified registration list of highly qualified

and experienced consultants through framework individual contracts in the following fields/thematic

areas:

1. Road Infrastructure and related Capacity Building Sub-themes/areas of expertise under this thematic area include: o Sustainable and economical provision of infrastructure o Material resources and environment o Road maintenance and appropriate standards o Defining measuring and analysing road access o Capacity Building

2. Transport Services and related issues:

o Public transport services operation and regulation o Motorcycle taxis and intermediate means of transport o Rural mobility and access to roads o Measuring the requirements for, and the benefits of, rural roads and transport services o Gender equality, equity and social inclusion o Safety and security o Capacity building

ReCAP funds and commissions applied research into low volume rural roads and rural transport services in low income countries. It is designed to ultimately provide safer and more sustainable access to poor rural communities. ReCAP will operate in the following geographical regions1:

A. Africa region (Eastern and Southern) B. Africa region (West) C. Asia region

This application process is open to individuals who meet the criteria detailed in the attached

documentation, for any one (or more) of the areas of expertise under each specific thematic area

particular to the applicant’s region of experience. Locally based individuals and women are

encouraged to apply. There are no nationality restrictions for this application process.

1 Indicative list of countries under each region in clause 6 of PART C of this Invitation for application

The Research for Community Access Partnership (ReCAP) 2

ReCAP will deliver a program of projects and activities between 2015 and 2020. It will enter into

Framework contracts with successful applicants initially through to 31 July 2017, with an option to

extend by mutually agreement up to the full life of ReCAP.

The following documents are attached in this package:

PART A – Overview of the Research for Community Access Partnership (ReCAP) PART B – Instructions to applicants PART C – General Information for applicants, Selection criteria and Basis of payment PART D (a) – Application form – Road Infrastructure and related Capacity Building Specialists (to be completed by applicants) PART D (b) – Application form – Specialists in Rural Transport Services and related issues. (to be completed by applicants) PART E (a) – Terms of Reference - Road Infrastructure and related Capacity Building Specialists PART E (b) – Terms of Reference – Transport Services and related issues. PART F – Services Order Template All applications must be received by no later than 5:00pm UK time on Friday 04 December 2015.

Applications and all queries must be submitted directly to [email protected].

Yours sincerely

Gerome Rich

Programme Director

Research for Community Access Partnership (ReCAP)

The Research for Community Access Partnership (ReCAP) 3

PART A – OVERVIEW OF THE RESEARCH FOR COMMUNITY ACCESS PARTNERSHIP (RECAP)

1 CONTRACTING AUTHORITY

The contracting authority is Cardno Emerging Markets (UK) as managing contractor for the Research

for Community Access Partnership (ReCAP) on behalf of DFID.

1.1 Background

Recent DFID (UKAID) support for the transport sector in developing countries has included two

programmes focused on applied research in the area of low-volume rural roads and transport

services. Between 2004 and 2009, DFID supported the South East Asia Community Access Project

(SEACAP) in Vietnam, Cambodia and Laos. This was followed by DFID support to the Africa

Community Access Project (AFCAP phase 1) between 2008 and 2014. Building on the success of these

two partnerships, in 2014 DFID initiated support to a second phase of support to AFCAP and new

support for similar applied research focused on South Asia (AsCAP). These two projects are managed

under the overall umbrella of the Research in Community Access Partnership (ReCAP).

The aim of ReCAP is to build on the programme of high quality research established under SEACAP

and AfCAP phase 1 and take this forward to a sustainable future in which the results of the research

are adopted in practice and influence future policy.

ReCAP is a demand-led programme in which partner countries and other regional and international

stakeholders identify research and other activities that contribute to the overall objectives of the

ReCAP logical framework. The Project Management Unit (PMU), which has been set up by Cardno

UK, works with the partners to develop concept notes and Terms of Reference suitable for

contracting suppliers to carry out the required activities. The PMU and partners monitor the progress

and performance of the suppliers. The outputs are quality controlled by the PMU and, in some cases,

by an independent peer review process.

A summary of a project/activity sequence of steps is this2:

Identification of project/activity by a partner;

Verification that project fits the ReCAP strategy and subsequent development of the concept

by partner in collaboration with the PMU;

Concept Note review internally by PMU and, where appropriate, externally

Preparation of the TOR by the PMU following Concept Note approval;

Contracting of the supplier after the evaluation of consultants;

Implementation by the supplier;

Monitoring of supplier performance, output and progress;

Review and quality control of project outputs with independent peer review, where

appropriate.

2 Some larger value contracts may require explicit approval and/or ‘no objection’ from the RECAP Executive Committee contingent upon factors such as value and risk.

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2 OBJECTIVE, PURPOSED AND EXPECTED RESULTS

2.1 Overall objective

The overall objective of ReCAP is as follows:

Cost effective, low volume rural road and transport services evidence base is strengthened, promoted

and influencing policy and practice in Africa and Asia.

To achieve this, RecAP’s outputs will include:

Research and Uptake: generation, validation and updating of evidence for effective policies

and practices to achieve all-season, climate resilient, equitable and affordable rural transport

Capacity: The enhancement of African and Asian research capacity on low volume, rural

transport

Knowledge: The enhancement of rural transport knowledge management, lesson learning

and dissemination

ReCAP operates in the following geographical areas:

Africa Region (East and South)

Africa Region (West)

Asia Region

The broad scope of services covers, but is not limited to, the following thematic areas/fields:

A. Road Infrastructure and related Capacity Building Specialists o Sustainable and economical provision of infrastructure o Material resources and environment o Effective whole life rural road asset management o Defining measuring and analysing road access. o Capacity Building

B. Transport Services and related issues:

o Public transport services operation and regulation o Motorcycle taxis and intermediate means of transport o Rural mobility and access to roads o Measuring the requirements for, and the benefits of, rural roads and transport

services o Gender equality, equity and social inclusion o Safety and security o Capacity building

The Research for Community Access Partnership (ReCAP) 5

PART B – INSTRUCTIONS TO APPLICANTS

When submitting their applications, applicants must follow all instructions and specifications contained in this Invitation for applications document. Failure to submit an application containing all the required information and documentation within the deadline specified may lead to the rejection of the application.

1 APPLICATION PARTICULARS

Endorsement Application for Individual call-down

contracts in the following areas:

1. Road Infrastructure and related Capacity Building Specialists

2. Transport Services and related issues (including road safety, gender and associated capacity building)

Mode of Submission Electronically via: [email protected]

Contact Person Edson Madeira

Updates on application process All interested individual experts are

encouraged to regularly check the Cardno

website for amendments to this Invitation

for applications at

http://www.cardno.com/en-

au/Careers/Pages/Jobs-at-Cardno.aspx

Deadline for submitting applications 04 December 2015, 5PM UK time.

Evaluation of applications From 4 December 2015

Award notices and contracting of selected

applicants

From early January 2016

Cardno reserves the right to alter any of these dates.

2 SUBMISSION OF APPLICATION

Applications, all correspondence and documents related to the application process exchanged by the applicant and the Contracting Authority must be written in English.

2.1 Application requirements

To successfully apply, applicants must respond by providing two (2) separate items as part of their applications:

The Research for Community Access Partnership (ReCAP) 6

a) A completed application form as per PART D of this Invitation for applications. A separate application form is provided for each thematic area. The applicant should complete the relevant form. These also include:

I. A signed statement of compliance with ReCAP’s Fee Rate Bands as per clause 3 in PART C of this Invitation for applications (annexed to the application form).

b) A Curriculum Vitae (CV) that details all relevant experience (including information against any of the thematic areas or nominated sub-theme). The CV should include all details as per clause 2.3 of this PART B.

Applicants are able to nominate for multiple regions and/or multiple thematic areas, and for multiple sub-themes or specialisations under the same thematic area.

If applicants are apply for both the Road Infrastructure and related Capacity Building Specialist and Specialists in Rural Transport Services and associated issues, they should complete two separate application forms, Part D (a) and Part D (b). A single CV should accompany both applications forms.

2.2 Instructions on how to complete the application form

Step 1: The applicant must select the correct form for the thematic area. Part D (a) is the application form for Road Infrastructure and related Capacity Building. Part D (b) is the application form for Rural Transport Services and associated issues. Step 2: The applicant must select the region. As mentioned above, ReCAP will operate in the following geographical areas3:

Africa Region (East and South)

Africa Region (West)

Asia Region

The applicant must select at least one of these geographical regions.

Applicants are able to nominate for multiple regions under the same thematic area. Separate

application forms are not required for application for multiple regions in the same thematic area.

Step 3: The applicant should nominate sub-theme(s) or area of specialisation.

The sub-themes and areas of specialisation are listed in the respective forms. For Road

Infrastructure and related Capacity Building at least one sub-theme must be selected.

For Rural Transport services and related issues applicants have the option to note areas of

specialisation.

Step 4: The applicant should indicate the contracting entity if it is to be anybody other than the

individual.

If the applicant is intending the contracting entity to be a company they should note the company

name on the application form.

The fee rates noted in Part C apply irrespective of the contracting entity.

3 Indicative list of countries under each region in clause 6 of PART C of this Invitation for application

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2.3 Curriculum Vitae (CV) Requirements

Applicants can submit curriculum vitae (CV) in any format they wish and there are no page limits. However, the CV must, at a minimum, contain the following information:

Qualifications;

Professional Qualifications;

Languages Spoken and proficiency;

Countries of work experience;

Outline of relevant key skills including against any thematic areas and nominated sub-categories;

Details of relevant experience including against any of the regions, thematic areas and nominated sub-categories;

Details of membership of professional associations, if any, and

At least two available and relevant professional referees.

Character referees will not be accepted. Referees must be able to comment on your work experience in connection with the role and technical requirements against which you are applying. Referees must be available to provide comment, in English, during the time of selection and interview. Referees must not have an actual or potential conflict of interest when acting as a referee. Referees therefore must not be:

a) an employee of, the holder of a current executive office within the organisation of, or have a business in association with, the applicant or a subsidiary organisation of the applicant;

b) included in the application as an applicant; and c) a Cardno Emerging Markets (UK) Ltd or DFID employee.

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PART C – GENERAL INFORMATION FOR APPLICANTS, SELECTION CRITERIA AND BASIS OF PAYMENT

1. Purpose of framework contracts: individual call-down contract

ReCAP is seeking to establish a list of pre-qualified experienced individual experts to provide

intermittent short-term support as will be specified from time to time. This will be in separate

Services Orders related to the planning, preparation, implementation, monitoring, mentoring, review

or other activities relevant to the implementation of ReCAP.

ReCAP is a demand-driven programme, responding to requests for assistance from the UK

Government and partner governments. Often ReCAP will receive requests for activities that will

require immediate action. ReCAP is therefore seeking to engage pre-qualified individual consultants

– through framework contracts – to ensure ReCAP’s responses to requests are fast, effective, of high

quality and are delivered in a timely manner.

Individuals will be recruited for an initial period through to 31 July 2017 with an option to extend, by

mutual agreement, up to a further three years. Individual experts may be recruited in a range of

thematic areas as required. They may be associated with one or more regions.

Individual experts are able to nominate for multiple thematic areas and/or multiple regions, and

multiple sub-themes or specialisations under the same thematic area.

1.1. Results to be achieved by the Contractor The required results for each input/task will be specified in a separate Services Order within the framework of the call-down contract. The Services Orders may relate to one (or more) region.

1.2. Selection of Consultants from list of pre-qualified experts. Once the list of pre-qualified consultants is established, consultants will be selected from the list for specific service orders primarily by using a Consultant Qualification Selection approach. This consists of an assessment of the consultant’s experience and competence relevant to the assignment and selecting the consultant with the most appropriate qualifications and experience. In circumstances where timeframes permit and multiple consultants have the required skill set to equivalent levels and/or the contract value is large, a Request for Services (including scope of services) may be issued allowing consultants on individual call-down contracts to respond with an offer. Offers will be evaluated and ranked on the basis of technical criteria and the best will be engaged on the assignment.

Where appropriate multiple consultants may be selected to participate as part of a team approach to

achieve a particular output.

2. Selection criteria Applicants will be assessed on the basis of technical expertise and suitability, based on the selection criteria shown in PART E relevant to their nominated thematic area and specific sub-theme/areas of expertise. In making final selection of successful applicants the overall breadth of skills required to meet the

anticipated needs of ReCAP under each thematic area will be a key consideration.

3 BASIS OF PAYMENT

3.1 Classification of individual experts

The successful experts will be classified as follows:

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Expert

Classification

Years of

Experience* Level of Education

Class 1 Minimum 15

years postgraduate degree, doctorate an advantage

Class 2 Minimum 10

years graduate degree, doctorate or masters an advantage

* Experience related directly to the specific need as set out in the Terms of reference

3.2 Fees

Payments for individual experts will be on a daily rate (in GBP) basis based on ReCAP’s Fee Rate

Bands for individual call-down contracts.

Individual Call-down Contracts: Fee Rate Bands

Expert

Classification

Years of

Experience Education

Daily Rate

(GBP)*

Max Min

Class 1 Min 15 years postgraduate degree, doctorate an

advantage 650 400

Class 2 Min 10 years graduate degree, doctorate or masters an

advantage 400 250

*Rates are in British Pound

Applicants who are considered technically suitable, but who cannot reach an agreement with Cardno on fees that are consistent with the ReCAP’s Fee Rate Bands for individual call-down contracts, will not be contracted.

Agreed Daily Fee rates will include:

Remuneration for the applicant;

Insurances, taxes and superannuation for the applicant;

Allowances for foreign exchange rate variations and an escalator over the contracting period;

Provision of computer and other equipment and costs necessary for the performance of

standard work requirements; and

Any other items not listed below under Reimbursable Expenses below.

All Fee Rates will be negotiated and contracted in British pounds.

Cardno as a matter of course benchmarks fee rates and reserves the right to request for consultants

to produce evidence of previous fee rates.

As part of the applicants submission, a signed statement of compliance (annexed to the application

form) with ReCAP’s Fee Rate Bands must be submitted.

3.3 Expenses

Arrangements for expenses will be detailed in each service order.

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4 CARDNO EMERGING MARKET (UK) LTD’S RIGHTS

Cardno Emerging Markets reserves the right in its absolute discretion at any time to:

a) Terminate this Call for Applications, or cease to proceed with this recruitment process; b) Change the structure and timing of the recruitment process; c) Vary or extend any time or date; d) Terminate further participation in the process by any applicant for any reason; e) Require additional information or clarification from any applicant, or provide additional

information or clarification; f) Negotiate with any one or more applicant; g) Call for new applications; h) Reject any application received after the closing time; i) Reject any application that does not comply with the requirements set out in this

documentation; and j) Terminate any negotiations being conducted at any time with any applicants for any reason.

5 CONFLICT OF INTEREST

Applicants must provide details of any circumstances or relationships that constitute, or may

constitute, a conflict or potential conflict of interest regarding this application, or any obligations

under any formal agreement with the ReCAP or DFID.

6 INDICATIVE LIST OF FOCUS COUNTRIES FOR RECAP

6.1 Countries in the West Africa region

Ghana

Sierra Leone

6.2 Countries in the Eastern and Southern Africa region

Mozambique Zambia DRC Kenya Malawi Ethiopia South Sudan Tanzania

6.3 Countries in the Asian region

Nepal

Bangladesh

Burma

This is not exhaustive and is intended to provide a general description of the countries ReCAP will

initially be focusing on in each region.

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PART D (a) – APPLICATION FORM – Road Infrastructure and related Capacity Building Specialists

APPLICATION FORM

Name of applicant:

Telephone Number(s):

Email:

Residential Address:

Nationality:

Permanent Residency Status:

Contracting Entity:

Region(s): West Africa East Southern

Africa

Asia

Thematic area/Field: Road Infrastructure and related Capacity Building Specialists

Sub-theme(s):

(Applicants must select at

least one sub-theme)

Sustainable and economical provision of infrastructure

Material resources and environment

Road maintenance and appropriate standards

Defining measuring and analysing road access

Capacity Building

Please provide details of any alternative work commitments which would preclude you from being

available for work on the ReCAP, including at short-notice. If selected as a successful candidate,

please note that you need to be available and willing to mobilise for work in the nominated region

and elsewhere at short notice

Commitment Dates unavailable for ReCAP

Language Please note that the ReCAP may request you to substantiate your claims of proficiency if selected

Level of Proficiency Indicate competence on a scale of 1 – 5 (1=basic; 5 =excellent)

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Statement of compliance with ReCAP’s Fee Rate Bands

I [insert name] , declare that:

I acknowledge ReCAP’s Fee Rate Bands and confirm my agreement and adherence to it in working as

an individual expert for ReCAP.

The following tables list the classification and fees for each of the positions contained in this

Invitation for applications.

The successful experts will be classified as follows:

Expert

Classification

Years of

Experience* Level of Education

Class 1 Minimum 15

years postgraduate degree, doctorate an advantage

Class 2 Minimum 10

years graduate degree, doctorate or masters an advantage

Individual Call-down Contracts: Fee Rate Bands

Expert

Classification

Years of

Experience Education

Daily Rate

(GBP)*

Max Min

Class 1 Min 15 years postgraduate degree, doctorate an

advantage 650 400

Class 2 Min 10 years graduate degree, doctorate or masters an

advantage 400 250

*Rates are in British Pound

Exceptions/ Comments:

__________________________________________________________________________________

__________________________________________________________________________________

_______________________________________________________________________________

Signed:

Dated:

The Research for Community Access Partnership (ReCAP) 13

PART D (b) – APPLICATION FORM – Specialists in Rural Transport Services and related issues.

APPLICATION FORM

Name of applicant:

Telephone Number(s):

Email:

Residential Address:

Nationality:

Permanent Residency Status:

Contracting Entity:

Region(s): West Africa East Southern

Africa

Asia

Thematic area/Field: Rural Transport Services and related issues

Specialisations:

(Applicants to note if they

have any of the

specialisations.)

Public transport services operation and regulation

Motorcycle taxis and intermediate means of transport

Rural mobility and access to roads

Measuring the requirements for, and the benefits of, rural

roads and transport services

Gender equality, equity and social inclusion

Safety and security

Capacity building

Please provide details of any alternative work commitments which would preclude you from being

available for work on the ReCAP, including at short-notice. If selected as a successful candidate,

please note that you need to be available and willing to mobilise for work in the nominated region

and elsewhere at short notice

Commitment Dates unavailable for ReCAP

Language Please note that the ReCAP may request you to substantiate your claims of proficiency if selected

Level of Proficiency Indicate competence on a scale of 1 – 5 (1=basic; 5 =excellent)

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Statement of compliance with ReCAP’s Fee Rate Bands

I [insert name] , declare that:

I acknowledge ReCAP’s Fee Rate Bands and confirm my agreement and adherence to it in working as

an individual expert for ReCAP.

The following tables list the classification and fees for each of the positions contained in this

Invitation for applications.

The successful experts will be classified as follows:

Expert

Classification

Years of

Experience* Level of Education

Class 1 Minimum 15

years postgraduate degree, doctorate an advantage

Class 2 Minimum 10

years graduate degree, doctorate or masters an advantage

Individual Call-down Contracts: Fee Rate Bands

Expert

Classification

Years of

Experience Education

Daily Rate

(GBP)*

Max Min

Class 1 Min 15 years postgraduate degree, doctorate an

advantage 650 400

Class 2 Min 10 years graduate degree, doctorate or masters an

advantage 400 250

*Rates are in British Pound

Exceptions/ Comments:

__________________________________________________________________________________

__________________________________________________________________________________

_______________________________________________________________________________

Signed:

Dated:

The Research for Community Access Partnership (ReCAP) 15

PART E (a) – TERMS OF REFERENCE

Road Infrastructure and related Capacity Building Specialists

1 BACKGROUND TO ROAD INFRASTRUCTURE THEMATIC AREA

The research output of ReCAP is the generation, validation and updating of the evidence for effective policies and practices to achieve safe, all-season, climate resilient, equitable and affordable low volume rural road and transport services in African and Asian countries. This strategy will contribute to a strengthened evidence base that is influencing both practice and policy in the rural transport sector in Africa and Asia. AFCAP and ASCAP will focus solely on rural, low volume roads and transport services applied research. The types of research will be broad and may include, inter alia, technical engineering studies, socio-economic studies and policy and institutional studies. All will contribute to the establishment of robust, evidence-based platforms for the effective design and implementation of rural transport programmes and projects. In the case of Road Infrastructure the research strategy primarily concerns engineering and technical research on low-volume rural roads as well as the organisational arrangements for their planning, funding, design, construction, maintenance and investigation. Consideration may be given within this theme cluster to other forms of infrastructure providing community access such as village tracks and river transport facilities where these clearly contribute to the overall programme objective. The capacity building component for the Road Infrastructure thematic area of ReCAP relates to sustainability, aiming to build sustainable capacity to carry out research on low volume rural roads in African and Asian countries. In practical terms this will mean the increase in local (national) capacity to initiate, manage and carry out research in the fields of low volume roads, manage and disseminate the knowledge created and sustain this capacity into the future. To achieve this ReCAP will work through integrated transport research centres, academia, road authorities, non-governmental organisations and private sector organisations within partner countries.

2 SCOPE OF ASSIGNMENTS

The individual expert should be available to undertake short-term assignments on request, subject to

mutually-acceptable time-frames. Experts will be mobilised for specific assignment at the request of

partners and the PMU, as and when activities suited to that individual arise. Typical tasks under the

Road Infrastructure thematic area are likely to include giving technical input into:

Development and refinement of concept notes for ReCAP activities

Development and refinement of Terms of Reference for ReCAP delivery partners to

implement4

Policy development

Project management

Production of design manuals/guidelines

Specifications and Standards

Research management

4 Involvement in the development of Terms of Reference would preclude consultants from engagement in the implementation of the activity. Such conditionality will be made explicit in any offer of such work and consultants are free to decline any such work.

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Data management and analysis

Innovative materials testing

Monitoring and evaluation

Dissemination

Technical reporting and presenting to technical and non-technical audiences

Support capacity assessment and development plans

Design and/or delivery of training courses

Mentoring of research personnel in research methods and management.

Authorship of learned papers for publication

Peer Review of Research Papers

Review of Activity Outputs.

3 AREA OF EXPERTISE

The Road Infrastructure and related Capacity Building Specialist is expected to have current

professional knowledge in the following topics and have in-depth expert knowledge and experience

in several specific areas:

A minimum of 10 years’ experience in the improvement and maintenance of low volume

rural roads in Africa and Asia including the technical and institutional issues.

Experience in carrying out research studies concerned with rural road infrastructure.

Experience with a minimum of 3 projects involving research in the low volume rural roads

sector.

Demonstrated experience in research management including planning and preparation of

research projects, designing projects, involvement in project scoping, stakeholder

engagement, drafting of scoping notes, research project designs including terms of

reference, specifications, data management and production of guidelines and manuals.

Demonstrated experience in project monitoring and evaluation including project review.

Demonstrated experience in the relevant geographic areas.

Demonstrated experience working on donor funded projects.

Demonstrated experience in training, mentoring and capacity building.

Effective oral and written communication skills.

Demonstrated capacity in using MS Office suite of software including Word, Excel and

Powerpoint or compatible programmes.

Experience in the following is desirable but not mandatory to be selected:

Research management, conducting research, data management and analysis, particularly

related to Road Infrastructure; and

Project monitoring and evaluation, including project reviews;

3.1 Specific areas of expertise for sub-themes

In addition to the above general Road Infrastructure Specialist expertise, consultants must register as

a specialist for one or more of the following specific sub-themes and should have the following

expert knowledge and experience related to that sub-theme:

Sustainable and economical provision of infrastructure

Demonstrated experience in the design, construction and maintenance methods for LVRs

Demonstrated experience in geometric design principles

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Demonstrated experience in geotechnical engineering

Demonstrated experience in drainage and hydraulic engineering

Demonstrated experience in the provision of appropriate surfacings for LVRs

Demonstrated experience in selection and design of low cost rural bridge and other road

related structures

Material resources and environment

Demonstrated experience in materials engineering and testing in the road sector

Demonstrated experience in mapping and location of materials for LVRs

Demonstrated experience in site investigation techniques

Demonstrated experience in climate impact assessment and related resilience options.

Effective whole life rural road asset management

Demonstrated experience in the management and maintenance of paved and unpaved LVRs

Demonstrated experience in the selection of appropriate design and maintenance strategies

for the management of the rural road asset

Demonstrated experience in whole-life costing and the use of appropriate asset

management systems

Demonstrated experience in the design, construction and maintenance methods for LVRs.

Defining, measuring and analysing road access

Demonstrated broad experience in the strategic and planning issues related to rural access

Demonstrated experience in data gathering and analysis techniques for road access

Demonstrated experience in reporting on the definition, measuring and analysing road

access

Capacity Building

Demonstrated experience in supporting the development of business plans and strategic

plans for transport research institutions.

Demonstrated experience in supporting the development of research institutions.

Demonstrated experience in the organisation and management of training courses related to

rural access.

Demonstrated experience in the appropriate accreditation and certification of training

courses related to rural access

Demonstrated experience in the supply, commissioning and training related to specialist

equipment for emerging research centre.

Demonstrated experience in mentoring in the undertaking of research projects

The scope of work will be any activity relevant to the achievement of the ReCAP objectives. These

activities, which will be specified in separate work orders, will be relevant to the skills and experience

of the individual contractor.

4 SELECTION CRITERIA – ROAD INFRASTRUCTURE AND RELATED CAPACITY BUILDING SPECIALISTS

Applications will be assessed against the generic selection criteria for the Road Infrastructure and related Capacity Building Specialists according to the generic selection criteria matrix below to be considered for admission to the pool of experts. If the evaluation panel considers that the minimum

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required standard for the selection criteria has been reached then candidates will be assessed against the sub-theme(s) for which they registered.

For each sub-theme against which candidates registered they will be assessed against the requirements for the sub-theme. Candidates are not required to have the full range of skills within a sub-theme to be pre-qualified. In making final selections for each of the sub-themes the evaluation panel will make recommendations based on the overall breadth and depth of skills required within the panel.

The following generic selection criteria will be used to assess applicants in the area of Road Infrastructure and related Capacity Building Thematic Specialists:

Generic Selection Criteria: Road Infrastructure Thematic Specialist

Item Selection Criteria Weight

1 A minimum of 10 years’ experience in the improvement and

maintenance of low volume rural roads and/or improvement of

rural access in Africa and/or Asia including the technical and

institutional issues, including demonstrated ability to understand

and advise on international best practice.

30%

2 Demonstrated experience in planning and preparation of activities

including designing Road Infrastructure sector projects, including

involvement in project scoping and, stakeholder engagement.

20%

3 Experience in carrying out research studies concerned with rural

road infrastructure.

20%

4 Demonstrated experience working with high level government

officials from a variety of cultural backgrounds and in a variety of

settings, particularly in the field of Road Infrastructure.

10%

5 Demonstrated experience working in the relevant regional context. 10%

6 Demonstrated experience in training and capacity building. 10%

TOTAL 100%

The Research for Community Access Partnership (ReCAP) 19

Selection Criteria for Sustainable and economical provision of infrastructure sub-theme

(only to be used if candidate registers for this sub-theme)

Item Selection Criteria Scoring out 10

1 Demonstrated experience in the design, construction and

maintenance methods for LVRs

2 Demonstrated experience in geometric design principles

3 Demonstrated experience in geotechnical engineering

4 Demonstrated experience in drainage and hydraulic engineering

5 Demonstrated experience in the provision of appropriate

surfacings for LVRs

6 Demonstrated experience in selection and design of low cost rural

bridge and other road related structures

Selection Criteria for Material resources and environment sub-theme (only to be used if candidate registers for this sub-theme)

Item Selection Criteria Scoring out 10

1 Demonstrated experience in materials engineering and testing in

the road sector

2 Demonstrated experience in mapping and location of materials for

LVRs

3 Demonstrated experience in site investigation techniques

4 Demonstrated experience in climate impact assessment and

related resilience options

Selection Criteria for Effective whole life rural road asset management sub-theme

(only to be used if candidate registers for this sub-theme)

Item Selection Criteria Scoring out 10

1 Demonstrated experience in the management and maintenance of

paved and unpaved LVRs

2 Demonstrated experience in the selection of appropriate design

and maintenance strategies for the management of the rural road

asset

3 Demonstrated experience in whole-life costing and the use of

appropriate asset management systems

4 Demonstrated experience in the design, construction and

maintenance methods for LVRs

The Research for Community Access Partnership (ReCAP) 20

Selection Criteria for Defining, measuring and analysing road access sub-theme

(only to be used if candidate registers for this sub-theme)

Item Selection Criteria Scoring out 10

1 Demonstrated broad experience in the strategic and planning

issues related to rural access

2 Demonstrated experience in data gathering and analysis

techniques for road access

3 Demonstrated experience in reporting on the definition, measuring

and analysing road access

Selection Criteria for Capacity Building sub-theme

(only to be used if candidate registers for this sub-theme)

Item Selection Criteria Scoring out 10

1 Demonstrated experience in supporting the development of

business plans and strategic plans for transport research

institutions.

2 Demonstrated experience in supporting the development of

research institutions

3 Demonstrated experience in the organisation and management of

training courses related to rural access.

4 Demonstrated experience in the appropriate accreditation and

certification of training courses related to rural access.

5 Demonstrated experience in the supply, commissioning and

training related to specialist equipment for emerging research

centre.

6 Demonstrated experience in mentoring in the undertaking of

research projects

The Research for Community Access Partnership (ReCAP) 21

PART E (b) – TERMS OF REFERENCE

Specialists in Rural Transport Services and related issues.

1 BACKGROUND TO RURAL TRANSPORT SERVICES THEMATIC AREA

The research output of ReCAP involves the generation, validation and updating of the evidence for effective policies and practices to achieve safe, all-season, climate resilient, equitable and affordable low volume rural road and transport services in African and Asian countries. This strategy will contribute to a strengthened evidence base that is influencing both practice and policy in the rural transport sector in Africa and Asia.

AFCAP and ASCAP will focus solely on rural, low volume roads and transport services applied research. The types of research will be broad and may include, inter alia, studies of different types of passenger and freight services, regulatory and safety issues, socio-economic and gender issues and policy and institutional matters. All will contribute to the establishment of robust, evidence-based platforms for the effective planning, regulation and operation of rural transport services and related programmes and projects.

In the case of Transport Services, the research strategy primarily concerns the need for the appropriate transport of passengers and freight on low-volume rural roads as well as the organisational arrangements for the planning, funding, operation and regulation of reliable and safe transport services. Consideration may be given to other forms of transport needed for community access, such as those relating to village tracks, footbridges and river transport where these clearly contribute to the overall programme objective.

The capacity building component for the Transport Services thematic area of ReCAP relates to sustainability, aiming to build sustainable capacity to carry out research on transport services on low volume rural roads in African and Asian countries. In practical terms this will mean the increase in local (national) capacity to initiate, manage and carry out research in the fields of rural transport services, to manage and disseminate the knowledge created and sustain this capacity into the future.

To achieve this ReCAP will mainly work in AfCAP and AsCAP partner countries with integrated transport research centres, transport authorities, regulatory agencies, non-governmental organisations and private sector organisations. .

2 SCOPE OF ASSIGNMENTS

The individual expert should be available to undertake short-term assignments on request, subject to

mutually-acceptable time-frames. Experts will be mobilised for specific assignment at the request of

partners and the PMU, as and when activities suited to that individual arise. Typical tasks under the

Transport Services thematic area are likely to include providing technical input into:

Scoping studies to assist the identification of research priorities

Development and refinement of concept notes for ReCAP activities

Development and refinement of Terms of Reference for ReCAP delivery partners to

implement5

Policy development

5 Involvement in the development of Terms of Reference would preclude consultants from engagement in the implementation of the activity. Such conditionality will be made explicit in any offer of such work and consultants are free to decline any such work.

The Research for Community Access Partnership (ReCAP) 22

Research management

Production of guidelines

Data management and analysis

Monitoring and evaluation

Dissemination

Technical reporting and presenting to technical and non-technical audiences

Support capacity assessment and development plans

Design and/or delivery of training courses

Mentoring of research personnel in research methods and management.

Authorship or contributing towards learned papers for publication

Peer review of research papers

Review of activity outputs.

The scope of work will be any activity relevant to the achievement of the ReCAP objectives. These

activities, which will be specified in separate work orders, will be relevant to the skills and experience

of the individual contractor.

3 AREA OF EXPERTISE

The Transport Services (including safety, socio-economic and gender issues) and related capacity

building specialists are expected to have current professional knowledge in the following topics and

have in-depth expert knowledge and experience in several specific areas:

QUALIFICATION REQUIREMENTS FOR ALL TASKS

A minimum of 10 years’ experience in the broad area of rural access and rural transport

services in Africa and/or Asia including socio-economic, technical and institutional issues,

including demonstrated ability to understand and advise on international best practice.

Demonstrated understanding of the diversity of rural transport services issues and the need

for inclusive research approaches that consider the perspectives of different stakeholders

(eg, users, operators, regulators) and the various passenger and freight transport needs of

rural people of (differing by gender, age, occupation, income and other characteristics).

Demonstrated experience in planning, managing and implementing research studies

concerned with rural access and transport services including preparation of research

projects, project scoping, stakeholder engagement, data management and production of

reports and guidelines.

Demonstrated experience of working effectively with different stakeholders from a variety of

cultural backgrounds in the relevant geographic area(s), including working with relevant

government authorities.

Demonstrated experience in training, mentoring and capacity building.

Effective oral and written communication skills.

Demonstrated capacity in using conventional office software (e.g., Word, Excel and

Powerpoint).

QUALIFICATION REQUIREMENTS FOR SPECIFIC TASKS

In addition, specific experience in the following areas may be required for certain tasks, but are not a

prerequisite for inclusion in the pool of prequalified experts.

Demonstrated experience in the specific geographic area(s) of the required tasks.

The Research for Community Access Partnership (ReCAP) 23

Demonstrated experience relating to public transport services and freight operation and

regulation, including issue of route allocation, tariff setting, competition, self-regulation,

quality and safety, compliance and understanding of different stakeholder requirements

(operators, regulators, transport users).

Demonstrated experience relating to intermediate means of transport (bicycles, motorcycles,

tricycle, three-wheelers, carts etc) and associated requirements relating to infrastructure,

supply chains and regulation.

Demonstrated experience relating to understanding and measuring access issues, including

data gathering and analysis, development of statistics and indicators and using such

information in planning, including, where appropriate, GIS systems and modelling.

Demonstrated experience relating to gender mainstreaming and social inclusion, including

data collection and analysis to highlight issues and policy initiatives to change and improve

the opportunities for marginalised or discriminated persons.

Demonstrated experience relating to the collection and analysis of information relating to

the safety and security of rural road users, facilitating changes in awareness, attitudes and

behaviour, introducing designs, technologies and/or regulations to reduce risk and improve

safety and security and working with the various stakeholders, including transport operators

and government agencies.

Demonstrated experience of project monitoring and evaluation, including project reviews.

4 SELECTION CRITERIA – SPECIALIST IN RURAL TRANSPORT SERVICES AND RELATED ISSUES

Applications will be assessed against the generic selection criteria for the Specialists in Transport

Services and related issues and capacity building according to the generic selection criteria matrix

below. If the evaluation panel considers that the minimum required standard for the selection

criteria has been reached then candidates can be admitted into the pool of experts. Eligibility for

particular tasks may be dependent upon more specific expertise and experience, as listed above in

the ‘Qualification requirements for specific tasks’.

Generic Selection Criteria: Specialist in rural transport services and related issues

Item Selection Criteria Weight

1 A minimum of 10 years’ experience in the broad area of rural

access and rural transport services in Africa and Asia including

socio-economic, technical and institutional issues, including

demonstrated ability to understand and advise on international

best practice.

25%

2 Demonstrated understanding of the diversity of rural transport

services issues and the need for inclusive research approaches that

consider the perspectives of different stakeholders (e.g., users,

operators, regulators) and the various passenger and freight

transport needs of rural people of (differing by gender, age,

occupation, income and other characteristics).

25%

3 Demonstrated experience in planning, managing and

implementing research studies concerned with rural access and

25%

The Research for Community Access Partnership (ReCAP) 24

transport services including preparation of research projects,

project scoping, stakeholder engagement, data management and

production of reports and guidelines.

4 Demonstrated experience of working effectively with different

stakeholders from a variety of cultural backgrounds in one or more

of ReCAP’s geographic areas, including working with relevant

government authorities.

15%

5 Demonstrated experience in training and capacity building. 10%

TOTAL 100%

The Research for Community Access Partnership (ReCAP) 25

PART F – SERVICES ORDER TEMPLATE

Name of Individual:

Name of Supervisor:

Call-down contract reference number:

Assignment may preclude involvement in downstream work? Yes/No

OBJECTIVE

<<Brief, clear statement of the objective of this particular work order>>

TASKS TO BE CARRIED OUT

<<List the tasks to be carried out to give the Contractor a clear idea of the scope of work>>

OUTPUTS AND DELIVERABLES

<<Short statement of the required output together with a list of the deliverables>>

PERIOD OF THE ASSIGNMENT

<<Period in which the assignment is to be carried out. Clearly indicate deadlines to be met>>

LOCATION AND TIME INPUTS

<<Clear statement of the total time input(s) required with the location. If part of the work is at home

base, indicate the amount of time required in country(s) and at home base. Payment for achieving

the agreed deliverables will be based on these allocated time inputs.>>