POVERTY AND HUMAN DEVELOPMENT MONITORING AGENCY (PHDMA)

Planning and Convergence Department

Government of Odisha

*****

INVITATION FOR EXPRESSION OF INTEREST

Government of Odisha in Planning & Convergence Department intends to prepare District

Human Development Reports (DHDR) for four Districts: Baragarh, Bolangir, Jagatsinghpur and

Rayagada of Odisha. Expressions of Interest are invited from interested reputed Organizations /

Institutions of proven track record having a thorough understanding of Human Development

issues and good experience in undertaking in-depth research studies, collection of Primary and

Secondary data and analysis of data for preparation of District Human Development Reports.

The interested organizations are encouraged to submit their technical and financial proposals in

two separately sealed envelopes within fifteen days from the publication of this advertisement to

the Officer on Special Duty to Government and Member Secretary, PHDMA, Planning and

Convergence Department, State Secretariat, Bhubaneswar. Applicants may visit the website of

Government of Odisha / PHDMA , i.e, www.odisha.gov.in or http://phdmaodisha.nic.in for the

detailed Terms of Reference (ToR). The financial proposals of only those Organizations /

Institutions whose technical proposals are short listed will be examined. PHDMA also reserves

the right to reject any or all proposals without assigning any reason.

Sd/-

Officer on Special Duty to Government

and Member Secretary, PHDMA.

Page 1 of 11

TERMS OF REFERENCE ( ToR ) FOR PREPARATION OF DISTRICT

HUMAN DEVELOPMENT REPORT ( DHDR )

Background and Context:

1. In the context of current emphasis on Sustainable Development Goal (SDG), analysis of

human development situation in any region assumes special significance. Government of

Odisha in Planning and Convergence Department has initiated various activities, such as,

preparation of Millennium Development Goal report, Sustainable Development Goal targeted

2030, State Vision Document 2036 and preparation of the second State Human Development

Report (SHDR) in view of the emerging development challenges due to shift in development

paradigm. Government of Odisha brought out its first state level Human Development Report

in 2004 and has taken steps to prepare and publish similar reports at the district level and to

capture the district’s status of human development. Accordingly, 5 DHDRs covering Ganjam,

Kalahandi, Kandhamal, Mayurbhanj and Sundargarh have already been published and

disseminated. Currently, preparation of DHDR for Keonjhar and Khurdha districts are under

progress.

2. Poverty and Human Development Monitoring Agency (PHDMA), an autonomous agency

under the administarative control of Planning and Convergence Department, Govt. of Odisha is

committed to prepare District Human Development Reports (DHDRs) of all districts in phases

and taking initiatives in this regards.

Need for Preparation of DHDR:

3. The most basic capabilities for human development are living a long and healthy life, being

educated, having a decent standard of living and enjoying political and civil freedoms to

participate in the life of one’s community. The state of Odisha has constantly been pursuing the

goals of accomplishing higher levels of human development with the objectives of reducing

inequalities and making the development process more inclusive. The preparation of DHDR

would mark the beginning of the process whereby people will be mobilized, and actively

participate in the development process.

4. DHDR will also help in knowing the status of various development indicators as well as their

attainment and provides solution to improve the situations.

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The major requirements may be

- DHDR can be used as a tool for district planning

- Strengthening and availability of district level data for preparation of District plan

To start with already five DHDRs published for Ganjam, Kalahandi, Kandhamal,

Mayurbhanj and Sundargarh district while two DHDRs for Keonjhar and Khordha are on the

verge of completion.

Presently four new districts Baragarh, Balangir, Jagatsinghpur, Rayagada have been

proposed for preparation of DHDRs. Baragarh and Balangir districts are under Northern

Revenue Division and each covers almost 39 percent of the population of SC and ST Category

(2011 Census). Jagatsinghpur is under Central Revenue Division and it has 21.8 percent SC

population. As a costal district, it is very prone to floods and cyclones almost ever year and it

was the worst victim of Super Cyclone 1999. Rayagada district is under the Southern Revenue

Division and it covers 70 percent of the population of ST & SC category.

Terms of Reference (ToR) for preparation of DHDR:

5. The DHDR shall be prepared in a participatory manner and should involve the district

administration, panchayat, academia, NGOs, and civil society organizations. Since human

development is multi-sectoral and multi-dimensional in nature, involvement of concerned line

Departments in the process is essential.

6. The preparation of the proposed report shall, amongst other things, comprehensively cover the

following aspects:

Analyzing relevant Reports and Documents and preparing briefs on key technical

issues.

Putting in place a consultative process for preparation of DHDR and seeking

inputs from State Government, District Administration, Panchayati Raj institutions (

PRI), Civil Society Organisations and other stakeholders through seminars / workshops

and / or otherwise.

Undertaking field visits and collecting such secondary / primary data / information as

may be considered desirable for the preparation of DHDR.

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Mainstreaming Human Development issues and sensitizing District Level Officers, PRI,

CSO and other stakeholders as regards Human Development issues and their relevance

for improving quality of life for all concerned.

Collecting District specific gender and gender category wise segregated data relating to

education, health, livelihood, gender and empowerment.

Working closely with the District Core Committee and District Level Steering

Committee for DHDR, District Planning Committee, PHDMA and P & C Department.

Liaisoning with concerned line Department officials for necessary information and data

collection , statistical analysis and writing reports.

Undertaking thematic studies on human development and other district specific issues as

may be assigned which may be reflected as a special chapter of DHDR.

Block should be taken as the unit of each study for data collection on related indicators.

2 GPs per each Block in a district should be taken for conducting Focus Groups

Discussions (FGD). If required, the sample study may be made on district specific issues

in 10 % of villages in selected GPs.

Focus Group Discussions (FGDs) shall be conducted in most vulnerable villages in

terms of health, education, livelihood, gender, access to civil amenities, participation

and governance related issues and challenges in each Block to assess the ground reality

of human development. The information and idea collected and the current needs and

aspirations of the people perceived through FGD shall be reflected in the Core Chapters

of DHDR. It may inspire the Government for further policy focus on the vital aspects of

human development.

All the data / reports collected / generated are the properties of PHDMA and should not

be published / reproduced prior to the release of the DHDR and without the permission

of PHDMA. The confidentiality of data / report should be maintained.

Undertaking such other activities as may be considered desirable for preparation of

DHDR or as may be entrusted by the State Government or PHDMA from time to time.

Proposals / Quotations should be given separately for each district corresponding to

both technical and financial proposals.

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Skills and Competencies needed for preparation of DHDR

7. The Organizations(s) / Technical Support Institutes for the proposed work ( preparation should

have the following skills and competencies:

An excellent understanding of human development related issues and capabilities

for working and interacting with Government and Non-Government Organizations.

A proven background in analyzing institutional arrangements and policy issues

and action research methods relevant for such studies / reports.

A sound experience of undertaking such studies/reports.

The Organizations / Institutions should possess a strong research

background

Minimum of 7-10 years of experience in rural / urban community development with an

exposure to different aspects of human development.

Good conceptual and analytical skills and use of standard statistical packages

with a thorough knowledge of the District and State.

Extensive published action research work of very high standard.

Excellent written, oral communication and documentation skills.

Activities and Key Deliverables:

8. The selected Organizations / Technical Support Institutes are expected to carry out the

following activities to prepare the District Human Development Report.

Identification of Key partners and stakeholders for developing the DHDR.

Meeting and Workshop with all stakeholders at different stages during DHDR preparation.

1. Consultation Workshop / District Core Committee Meetings

2. Final Workshop / Dissemination of Workshop

Proceedings in the form of brief booklet pertaining to the outcomes from the workshops.

Collection and compilation of the data and information:

Data will be collected in collaboration with the State Directorate of Economics & Statistics

(DES) and statistical wings at the district level and other line departments.

Field surveys for Primary Data Collection / the proposed Focus Group Discussion / Case

studies.

Entry, compilation and cleaning of data.

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Drafting of background papers including chapter plan.

Peer review of draft report by Technical / Expert Committee for discussion and approval at

the district level.

Finalization of the DHDR and Summary booklet.

Process:

9. All blocks will be covered in the study. Secondary information / data will be collected from

concerned Departments, Directorate of Economics & Statistics (DES), concerned Directorates

and published reports of the State Government and Central Government. Primary Data

Collection / Focus Group Discussion (FGDs) and Case Studies shall be finalized depending on

the framework for DHDR.

Timeframe for the preparation of DHDR

10. The first draft of the DHDR shall be submitted within 12 months from the date execution of

agreement. After the dissemination workshop, the final report should be submitted to the

Member Secretary, PHDMA, P & C Department, North Annex Building, 2nd

Floor, Odisha

State Secretariat, Bhubaneswar -751001 within six months from the date of submission of first

draft.

Expected Output

11. The following expected outcomes should be furnished to the CLlENT-PHDMA

(a) A well-documented and well-analyzed DHDR with ten numbers of hard copies

along with its soft copies.

(b) A Report on process documentation for preparation of DHDR

(c) Copies of Primary and Secondary Data collected for DHDR

Penal Clause

12. Delay in submission of the DHDR will not be allowed under any circumstance. Penalty will be

imposed on the Agency / Organization @ of Rs. 3 % of the total project cost incase the

Organization / Agency defers the stipulated time line to submit the report except in exceptional

cases like any natural calamities in the district that obstruct the collection of primary data,

conducting FGD and Case studies. In the event of such cases, the exemption of penalty cost

may be considered and the Organisations / TSIs may request PHDMA in writing for extension

of time.

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Submission of Proposal & Selection Process

1. Interested Organizations / Technical Support Institutes are required to submit two separate

proposals i.e. Technical and Financial, as per prescribed format. They may attach any other

revenant information in a separate sheet, if they think it necessary as valid for assessment of

their merit. The two proposals should be submitted in two separately sealed envelopes super-

scribed “Technical Proposal for Preparation of DHDR” and “Financial Proposal for

Preparation of DHDR”. Both sealed envelopes should be put in a third sealed envelope

superscribed “EXPRESSION OF INTEREST FOR PREPARATION OF DISTRICT HUMAN

DEVELOPMENT REPORT”. Proposal Format Part 1 (Profile of the Organization /

Technical Support Institute) should be enclosed in the sealed envelope of Technical Proposal.

2. All entries in the technical proposal should be legible and filled clearly. Any overwriting or

cutting which is unavoidable shall be signed by the authorized signatory. Any alterations

without authentication will be treated as a 'NIL' entry.

3. Technical proposal incomplete in any form will be rejected outright. No proposal will be

accepted after the closing date from the date of advertisement published in the newspaper.

4. The financial proposals of only those Organizations / Technical Support Institutes (TSIs)

whose technical proposals are short listed will be examined. 80% weightage will be given to

technical proposal and 20% weightage will be given to financial proposal. The financial

proposal of all those Organizations / TSIs who have failed to qualify in the technical proposal

will not be opened.

5. The entire technical proposal will be scrutinized, relevant documents checked for their

authenticity and the Organizations / TSI whose technical proposals are accepted will

participate in the discussion for financial proposal.

6. Each page of the proposal should be signed and stamped by the Head / authorized

representative of the Organization / Technical Support Institute (TSI). Selected Organizations

/ TSI will have to sign the agreement with certain terms and conditions laid down by PHDMA.

PHDMA also reserves the right to reject any or all proposals without assigning any reason

thereof.

7. Organizations / TSIs having annual financial turnover of Rs. 20.00 lakh or above for last three

consecutive years are eligible to submit Expression of Interest for preparation of DHDR.

Page 7 of 11

Annexure I

Proposal Format

Part -I ( Profile of the Organization / Technical Support Institute)

(Intending Organizations / Technical Support Institutes should provide information in the following format about

their Organizations / Institutes to take the project for preparation of District Human Development Report)

1. Name of the Organization:

2. a) Date of Incorporation :

b) Date of Commencement of Business:

C) Area of Operation: Block / District / State / National Level

3. Contact :

a) Address for Correspondence:

b) Telephone Number:

c) Fax:

d) Email:

e) Website:

4. Whether any Office of your Organization located in Bhubaneswar.

If yes, please give the contact details.

5. Legal entity of the Organization in details

(Self attested Photocopy should be attached)

6. Income Tax Assessment and last Audit Statement in details.

(Self attested Photocopy should be attached)

7. Financial year wise Turnover : 2014-15, 2015-16, 2016-17

8. Area of expertise / domain of the Organization : Teaching / Training / Social Research /

Report Writing / Publication / Project Formulation and Implementation / Process

Documentation / Others

9. Details of the Executive Head:

a) Name:

b) Educational Qualification

c) Length of Experience in years (Teaching / Training / Research / Publication / Project

Management / Administration / Report Writing / Documentation and Editing etc.)

d) Field Experience at Block / District Level

Page 8 of 11

10. Experience / Expertise of Professionals associated with the organization

S.

No

Name

of the

Expert

Designation Educatio

nal

Qualific

ation

Whether

Full or

Part

Time

Length of

experience in

Field Work,

Social Research,

Report Writing

and

Documentation

Signature

of the

Experts

Remarks

11. Details of Personnel to be deployed for this project. CV of Personnel may be given

separately.

12. Prior experience in working with Government of Odisha / Govt. of India any other National

and International Organizations etc in executing similar nature of assignment.

List of Human Development Reports / Evaluation Studies or any other Government reports

undertaken by the Organization.

S.

No.

Name of

the

Study /

Report

Sponsoring Organization

(Copies of the letter of

Sponsoring Organisation

Self attested copies

should be enclosed)

Date of

Assignment

of the study

Date of

completion

of the study

Views of

Sponsoring

Organisation,

if any

Remarks

13. Any other relevant information about the Organization / TSI in support of their credibility.

Date:

Place: Signature with Seal of the Head of the Organization / TSI

Page 9 of 11

Part -II

Format for Technical Proposal

1. Introduction

1.1 Study Overview

2. Technical Approach

2.1 Major Activities for preparation of DHDR

o Correspondence and Coordination with the District Administration

o Organizing District Core Committee Meeting

o Organizing Consultation Workshop at the District Level

o Correspondence with the District Offices / Directorates / Departments / Autonomous

Bodies / International Agencies / NGOs for data on different components of DHDR

o Data tabulation, Consolidation, Narration and Analysis

o Conducting Focus Group Discussions and Case Studies

o Chapter wise report writing

o Peer review, editing and report standardization

o Any other relevant activities may be mentioned

(Please give an outline of your strategy for undertaking the above mentioned activities)

2.2 Methodology

o Identify phases and detailed strategy for the assignment

o Identifying Human Development issues and Indicators

o Proposed sources of information (data) regarding issues and indicators / key data

sources to be used

o Preparation of tabulation plan

o Data collection from different sources

2.3 Detailed Work Plan

This should state activities wise plan, supervision and monitoring process, time required

for each activity, key persons involved in each activity etc. Please add a special section

explaining how to ensure good quality of the data and its interpretation.

A tentative Chapter Plan should be given components wise i.e, health, education,

livelihoods, gender, environment and vulnerability, participation and governance

including an issue based district specific chapter etc.

2.4 Deliverables and Timeline

Describe proposed content of the report (draft and final) that will be made available to

GoO. Time line for submission of the report.

Page 10 of 11

3. Project Management

3.1 Descriptions of Proposed Staff (Management)

Please explain in detail as to what would be the team composition and data collection

plan. In tabular form, list each team member’s name, current employment status with

the organization full time, part time, consultant, not yet appointed), proposed position

for this Assignment, educational qualifications, core area of competence, years of

relevant experience in research, report writing and documentation.

3.2 Organizational Capabilities

3.2.1 Relevant Research / Documentation Experience

In tabular form, please provide the names of similar work undertaken, sponsoring

agency, study duration (yrs), activities conducted and final output etc.

3.2.2 Support and Infrastructure

Please detail the administrative and financial capacities available in your Organization

plus any physical infrastructure (offices, technology / softwares, transport) that will be

used in this study. Please mention whether there is any office in Bhubaneswar for better

conveyance and coordination with PHDMA for preparation of DHDR.

4. Any other matter the Agency / Organization like to inform in their support for taking

such assignments.

Date:

Place: Signature with Seal of the Head of the Organization / TSI

Page 11 of 11

Part-III

Format for Financial Proposal

S. No Activities for Preparation of DHDR Proposed Cost

(in Rs.)

A Programme Cost

1 Inception Workshop cum Meeting of the District Core Committee

(2 Nos.)

2 Data Collection , Validation, Review, Organization, Editing

3 Conducting Focus Group Discussions and Case Studies

(2 GPs x No. of Blocks x District)

4 Sample Study on district specific issues in 10 % of villages in selected

GPs, if required.

5 Report Writing

6 Peer Review and editing

7 Monitoring and Supervision

8 DTP and Report Standardization

B Administrative Cost

1 Honorarium to Research Personnel

2 Resource Persons and other professional charges

3 Mobility Expenses

4 Office Expenses

5 Traveling Allowances to Project Staff

6 Miscellaneous / any specific DHDR Preparatory Work

Grand Total (A+B)

In words :

Date:

Place: Signature with Seal of the Head of the Organization / TSI

Mere submission of EoI will not entitle an organization to be shortlisted. The shortlisting will be done

strictly on the basis of experience and expertise of the organization. The EoI must reach the office of

Member Secretary, PHDMA, P & C Department, North Annex Building, 2nd

Floor, Odisha

State Secretariat, Bhubaneswar 751001 within 15 days from the date of advertisement. PHDMA

reserves the right to reject any EoI without assigning any reason thereof.