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1 TERMS OF REFERENCE FOR THE SURVEY COORDINATOR FOR THE CONDUCT OF THE NATIONAL HEALTH SURVEY 2012 FOR THE MINISTRY OF HEALTH TITLE: National Health Survey 2012 DURATION: To be advised by consultant as per Section 7 of the Terms of Reference 1.0 BACKGROUND 1.1 As the agency with the mandate to sustain and improve the health status of the population, the Ministry of Health is seeking to ensure that as the nation’s epidemiological profile and hence the demand for health care changes, so too does its ability to respond to the challenges associated with such changes. A principal response to such changes hinges upon the commencement of a nation-wide Health Needs Assessment (HNA). The Ministry of Health (MoH) is therefore, desirous of conducting a National Health Survey as part of its overall plan to conduct a National Health Needs Assessment. 1.2 The first National Health Survey, entitled the Trinidad and Tobago National Health Survey, was conducted in 1994-1995. A stratified sample was used and consisted of 6,342 adults aged 15 years and over. The sample frame was developed according to the county/ward (CNTYWD) and Enumerations Districts (EDs) maintained by Trinidad and Tobago’s Central Statistical Office. This list of enumeration districts was then realigned so that the new health regions, (RHAs), became the subject of the final analysis.

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Page 1: 20120717 National Health Survey Survey Coordinator TOR

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TERMS OF REFERENCE FOR THE SURVEY COORDINATOR

FOR THE CONDUCT OF

THE NATIONAL HEALTH SURVEY 2012

FOR THE MINISTRY OF HEALTH

TITLE: National Health Survey 2012

DURATION: To be advised by consultant as per Section 7 of the Terms of

Reference

1.0 BACKGROUND

1.1 As the agency with the mandate to sustain and improve the health status of the

population, the Ministry of Health is seeking to ensure that as the nation’s

epidemiological profile and hence the demand for health care changes, so too does its

ability to respond to the challenges associated with such changes. A principal response to

such changes hinges upon the commencement of a nation-wide Health Needs Assessment

(HNA). The Ministry of Health (MoH) is therefore, desirous of conducting a National

Health Survey as part of its overall plan to conduct a National Health Needs

Assessment.

1.2 The first National Health Survey, entitled the Trinidad and Tobago National Health

Survey, was conducted in 1994-1995. A stratified sample was used and consisted of 6,342

adults aged 15 years and over. The sample frame was developed according to the

county/ward (CNTYWD) and Enumerations Districts (EDs) maintained by Trinidad and

Tobago’s Central Statistical Office. This list of enumeration districts was then realigned

so that the new health regions, (RHAs), became the subject of the final analysis.

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1.3 This survey was structured to gather information on priority health needs and focused on

health-related problems such as heart disease, stroke, diabetes, injury and mental health.

The questionnaire was divided into sixteen (16) modules, each focusing on a specific

health issue. Field enumerators conducted personal interviews at the homes of

respondents utilizing the pre-designed questionnaire as the medium for recording the

requisite data. The response rate for the survey was approximately 96%.

2.0 RATIONALE FOR CONDUCTING A NATIONAL HEALTH SURVEY 2012

2.1 The National Health Survey to be conducted in 2012 will be used by the MoH to monitor

the health of the population, track progress towards national health goals and inform the

setting of annual targets. The results will also provide necessary information to inform

the development of the basket of services to be offered under the National Health

Insurance System (NHIS). This would ensure that the NHIS, which is to provide an

essential basket of services from accredited public and private institutions to all qualified

users of the domestic health care system, is aligned to the health needs of the society.

2.2 The results of the National Health Survey will therefore form a critical part of the overall

National Health Needs Assessment (HNA) for this country. The HNA is a systematic

method of identifying the public health and social care needs of a population and making

recommendations for changes to meet these needs. Following completion of the National

Health Survey, consultations at the community level and an assessment of the supply side

factors required to meet health needs and health demand would also be conducted. This

would bring the entire HNA exercise to completion.

3.0 SURVEY OBJECTIVES

3.1 The principal objective of this study is to conduct a National Health Survey from a

sample of adults aged fifteen (15) years and over that will generate reliable, valid and

nationally representative measures that cover general health status, health needs, degree

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of services utilization and determinants of health. These measures would be assessed in

terms of geographical locality and demographic and socioeconomic variables.

3.2 The survey instrument (questionnaire) has been designed to collect relevant information

from households in Trinidad and Tobago. It is 55 pages in length and is divided into 19

sections containing a total of 227 questions. The majority of questions are closed-ended.

These questions aim to gather a random selection of qualitative and quantitative data for

analysis by capturing perspectives on demographic and socioeconomic variables, the

presence of disease or the signs/symptoms of illness, specific disease conditions or health

issues, the utilization of services and personal health practices and environmental

conditions.

4.0 DUTIES AND RESPONSIBILITIES OF THE SURVEY COORDINATOR

4.1 The MoH is seeking to retain a Survey Coordinator to coordinate and execute the survey.

The Survey Coordinator will be assisted by a Data Analyst who will be retained primarily

to conduct the data analysis, in addition to other duties. The Central Statistical Office

(CSO) will be contracted to identify elements of the sampling frame and develop an

appropriate sample size and design. The CSO will also provide enumerators to collect

data for the National Health Survey. From the outset, the MoH will require the Survey

Coordinator to undertake the following tasks amongst others as the need arises:

Collaborate with the MoH Technical Committee to gain a clear understanding of the

survey objectives and the data collection instrument;

Develop, in collaboration with the CSO, the Sampling Design identifying the

procedure for selection of an appropriate sample size;

Prepare, in collaboration with the Data Analyst, a Training Plan and Training

Materials for enumerators;

Conduct the training of all survey staff and prepare all logistical arrangements

required for execution of the survey, including the identification of equipments to be

ordered;

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Prepare and distribute workloads in collaboration with the field coordinator from the

CSO;

Supervise fieldwork;

Closely supervise the CSO’s Field Coordinator through timely meetings and reports;

Oversee the use of the Personal Digital Assistant (PDA) in the collection of data by

field officers and the data cleaning exercise (in collaboration with the Data Analyst

and the CSO);

Ensure data availability for report preparation;

Maintain up-to-date project monitoring files (in Microsoft Project format);

Produce fortnightly and monthly up-to-date project tracking reports; and

Compile and present a Project Termination Report on the Trinidad and Tobago

National Health Survey 2012 experience.

4.2 Overall, the Survey Coordinator will be required to manage and provide technical

assistance from the preparatory stage to the final stages of the survey inclusive of data

capture. While the task of the development of the Sample Frame will be carried out by

the CSO, the Survey Coordinator will maintain general oversight and will also

collaborate with the Data Analyst to identify an appropriate methodology for analyzing

the National Health Survey data.

5.0 DELIVERABLES

5.1 Documented Sample Design;

5.2 Training Material, Training Plan and Work Breakdown Structure for management of the

National Health Survey;

5.3 Revised questionnaire and Work Breakdown Structure based on the findings of the pilot

survey;

5.4 Monthly reports and/or presentations on the implementation status of the project; and

5.6 The Survey Coordinator’s Project Termination Report.

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6.0 QUALIFICATIONS, EXPERIENCE AND REQUIREMENTS OF THE

INDIVIDUAL

6.1 The Survey Coordinator chosen for the National Health Survey should possess

professional experience and/or qualifications in the areas of research methods and

statistics. She/He should be capable of demonstrating such experience (having provided

research support and/or analysis within similar surveys, either locally and or regionally).

6.2 The Survey Coordinator should have proven capabilities as evidenced by at least five (5)

years experience at a national level in Project Management, Questionnaire Design,

Sampling, Fieldwork, Data Processing, Statistical Analysis and/or the provision of

training in these areas.

6.3 Accordingly, the Survey Coordinator should possess training at least at the postgraduate

level in the Social Sciences (Sociology, Economics, Development Studies), and Project

Management and possess relevant experience (at least 5 years) in the following (but not

necessarily limited to) areas: Sampling, Fieldwork, Data Processing and Statistical

Analysis. Consideration would be given to individuals with appropriate combinations of

training, qualifications and experience.

7.0 DURATION OF ASSIGNMENT

7.1 It is expected that the National Health Survey will not exceed six (6) months after the

date of commencement. In arriving at this, the MoH anticipates the following draft

structure of activities to be involved in the execution of the National Health Survey:

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Table 1: National Health Survey Project Schedule (Draft)

Activity Resources Involved

Briefing of Survey Coordinator and Data Analyst

Data Analyst; Survey Coordinator; Technical

Committee

Meet with CSO

Technical Committee; Survey Coordinator;

Data Analyst

Develop the sampling design and identify sample size

and elements Survey Coordinator; CSO

Develop training material and training plan Survey Coordinator; Data Analyst

Program PDA's Data Analyst; CAREC

Recruit enumerators CSO

Train enumerators CSO; Data Analyst; Survey Coordinator

Pilot survey CSO; Survey Coordinator

Review of pilot survey and make corrections as

necessary

Data Analyst; Survey Coordinator; Technical

Committee

Conduct actual survey CSO; Survey Coordinator

Data downloading and cleaning CSO; Data Analyst; Survey Coordinator

Project termination report Survey Coordinator

Data analysis and draft report Data Analyst

Presentation of draft report Data Analyst

Review of draft report Technical Committee; Oversight Committee

Final report Data Analyst

8.0 ADMINISTRATIVE ARRANGEMENT

8.1 An Oversight Committee will provide the overall guidance, recommendation and

approvals of all deliverables.

8.2 A Technical Committee will provide the technical expertise needed to plan, implement

and complete the National Health Survey.

8.3 The Survey Coordinator will report directly to the Economist, Directorate of Health

Policy, Planning and Research.

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9.0 NATIONAL HEALTH SURVEY SECRETARIAT

9.1 A National Health Survey Secretariat will be established to manage all logistical matters

relating to the project. This Secretariat will comprise the Survey Coordinator, the Data

Analyst and one (1) clerical/secretariat staff member from the Ministry of Health. The

clerical staff will report to the Survey Coordinator.

9.2 Periodic meetings will be held between the Survey Coordinator and the Technical

Committee to review and monitor the progress of the project. Minutes of these meetings

will be prepared by the National Health Survey Secretariat and forwarded to the

Oversight Committee on a regular basis.

9.3 The Secretariat will maintain all relevant documentation and reports related to the

conduct of the National Health Survey. Any changes to the Scope of Work to be

undertaken during the National Health Survey must be recommended by the Oversight

Committee and approved by the Permanent Secretary.

9.4 All data derived in and generated from the conduct of the National Health Survey remain

the sole property of the Ministry of Health and thus must not be utilized or disseminated

without the expressed authorization of the Permanent Secretary, Ministry of Health. The

members of the National Health Survey Secretariat are therefore expected to treat all

documents related to the conduct of National Health Survey with the highest degree of

confidentiality.

9.5 The Secretariat will have office space provided by the MoH that will include telephone,

fax and internet access. However, computers and printing facilities will not be provided.

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10.0 CHARACTERISTICS OF THE CONSULTANCY

10.1 Type of consultancy: National

10.2 Duration: To be advised by consultant as per Section 7 of the Terms of Reference

11.0 PAYMENT SCHEDULE

11.1 The Survey Coordinator will be contracted to perform the duties outlined herein, amongst

others, which leads to the successful completion of the National Health Survey. Payment

for services performed will be negotiated with the successful proposer.

12.0 STRUCTURE OF PROPOSALS

Proposals must include:

1. Curriculum Vitae and details of previous work experience on similar projects;

2. Your understanding of what is required;

3. A work plan identifying expected project activities and dates;

4. A cost schedule disaggregated by month reflective of the project activities involved; and

5. An indication of the date from which you will be available.

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Four (4) copies of the proposals (one (1) original and three (3) copies clearly marked

“Original” and “Copy” accordingly) are to be submitted. All proposals must be clearly

signed and marked:

“PROPOSAL FOR THE PROVISION OF CONSULTANCY SERVICES –

SURVEY COORDINATOR”

Individuals wishing to submit proposals to provide both Survey Coordinator and Data

Analyst services should label their proposal:

“PROPOSAL FOR THE PROVISION OF CONSULTANCY SERVICES –

SURVEY COORDINATOR AND DATA ANALYST”

Proposals should be addressed to:

THE DIRECTOR OF HEALTH POLICY, RESEARCH AND PLANNING

#63 Park Street, Port-of-Spain

Closing date for submission of completed proposals will be Friday 10th

August 2012

at 4:00pm.