Background About Leonard Cheshire Disability

Terms of reference for a consultant to develop and implement a knowledge bank to consolidate information and procedures across Leonard Cheshire Disability’s global ‘Access to Livelihoods’ programme

Background about Leonard Cheshire Disability Leonard Cheshire Disability’s is a UK-based charity with over 65 years’ experience and is one of the world’s largest charities wholly dedicated to supporting persons with disabilities. Leonard Cheshire believes that children and adults with disabilities should have the rights, freedom and opportunities to access education, contribute economically and to participate fully and equitably in society.

The international department implements projects mostly around our inclusive education and inclusive livelihoods model and in partnership with our Global Alliance partner organisations, which are an extensive network of over 200 members in 54 countries. We have five regional offices in Africa and Asia and currently support projects in 13 countries these are; Bangladesh, China, India, Kenya, Pakistan, the Philippines, Sierra Leone, South Africa, Sri Lanka, Tanzania, Uganda, Zambia and Zimbabwe.

To ensure no-one is left behind Leonard Cheshire Disability also influences key national and international stakeholders to ensure disability is placed at the heart of international development and policies adopt sustainable inclusive approaches.

Access to Livelihoods ‘Access to livelihoods’ is one of the flagship programmes of Leonard Cheshire Disability under the strategic partnership with the Accenture Foundation since 2008. The ‘Access to Livelihoods’ programme aims to build the skills and confidence of people with disabilities, while facilitating local skills providers, employers, policy makers and the media to change their perceptions of disability and therefore create greater opportunities for people of all abilities to succeed in work or enterprise. Leonard Cheshire Disability’s method of achieving this is through a livelihoods resource centre model. This is a holistic approach providing personalized support and training for persons with disabilities, focusing on their individual needs and experience to support access to employment and income generation opportunities. This means working with the individual to build their skills but also engage with livelihoods stakeholders to increase inclusive practices.

1 Through this approach, Leonard Cheshire Disability works with local partners who implement the livelihoods resource centre model locally with technical guidance and support from Leonard Cheshire Disability.

Leonard Cheshire Disability piloted this programme in 2008 in four countries: India, Sri Lanka, Bangladesh and Pakistan and then rolled it out in 2011 in the four original countries plus the Philippines. Building on the successes in Asia, the current third phase of the programme (July 2014-June 2017), scaled up the programme in the five existing countries: India, Sri Lanka, Bangladesh, Pakistan and the Philippines to support a further 11,300 people with disabilities to access training, with an increased ambition to support 85% (9,605) into sustainable employment. This phase has also introduced pilots to broaden the reach of the programme, including the introduction of the ‘talent pathway’ (a graduate support programme) and the development of a virtual livelihoods resource centre. In addition to the five existing countries a pilot of the access to livelihoods initiative was begun in Johannesburg, South Africa to support 2,100 people with disabilities to receive training and 40% of those, (840) to be supported into sustainable employment.

Digital Access to Livelihoods Leonard Cheshire Disability’s model of promoting inclusive employment has been developed over time, being refined and advanced as programmes continue. This model of inclusion has been recognised as best practice in many fora and local employers are more engaged than ever. However, geographic distances remain a barrier to connecting people and opportunities preventing impact at scale. Leonard Cheshire Disability is now looking to develop a programme that will leverage technology and digital solutions to equip persons with disabilities with the skills to promote lasting change in their own lives. A digital platform will act as a tool to shorten distances, expand reach and promote independence for persons with disabilities.

To create this platform, it is crucial that data is collected and analysed consistently across all geographies. Currently top line data is collected into a central database that documents an individual’s journey through the programme. This includes a large level of detail; however this only relates to candidates; more specific localised process and system focused data is also collected at country level. Due to the localised level of the data this has not been collected in a systematic way or into a consistent format, this includes information on partnerships, assessment processes, training institutes and marketing priorities. This is also the case for some of the processes that are followed and specific to local requirements. These have often been captured manually and to a certain extent this information remains the knowledge of certain staff members rather than formally documented.

In order to be ready to launch the digital platform, insight and intelligence on individual assessment mechanisms, existing government schemes, training providers, inclusive employers, and market priorities for each country is vital. Therefore it is crucial that the knowledge and insight gathered over the last three years is collected and compiled into a centralised system. For the digital phase we will need this information in a simple format that can be uploaded or translated easily for a global digital platform. Therefore a comprehensive data gathering drive into a standard format and system is necessary for the success and quality of service provided via the platform.

Outline of Consultancy Project Objective To develop a comprehensive data and process capture tool, to consistently and systematically store data in order to effectively transition it onto an online portal when ready.

Specific Objectives: 1. Review existing Access to Livelihoods data capture tools and systems to understand similarities 2. Define the key criteria and level of detail for data and process capture across Access to Livelihoods locations (global) 3. Develop a simple knowledge bank to capture, store and report data and processes for the Access to Livelihoods programme 4. Work with local project partners to support them in capturing this information systematically

Scope of work To assess existing partner mechanisms of data capture, process documentation and delivery systems. These sit across five different global locations (South Africa, India, Bangladesh, Sri Lanka and the Philippines) and comprise information areas including but not limited to:  Beneficiary personal data  Beneficiary assessment protocols and documentation collection  Beneficiary personal development and training plans  Partnership links (employers, training institutes, governments, finance institutes etc.)  Partnership development and engagement plans (current and future)  Local information and governmental resource availability for people with disabilities.

To develop a simple yet comprehensive and systematic data capture tool to capture the above information in its various forms across the multiple locations. This should assemble the various methods and narratives around these data areas into an easily relatable and accessible system whilst also being mindful of data protection. Ensure that this system is compatible with existing data collection mechanisms within Leonard Cheshire Disability (e.g. Access and Microsoft Dynamics).

Work with the project and partner teams remotely to collate this information into the data capture tool. Carry out verification and quality

3 checks to ensure consistency of methods and data capture across various locations.

It is expected that this assignment can be completed remotely through online communications and meetings with relevant team members and sharing of documentation online. If it is considered relevant for overseas travel to take place this should be outlined and clearly justified in the expression of interest, being included in any budgetary consideration.

Knowledge bank features  The knowledge bank tool should allow data entry, data quality checks and analysis

 The tool needs to be simple to use.  Capable of quantative and qualitative data capture  Consider data protection for data storage across international borders

 Should be multi user, or allow for collation across multiple locations.

 Disability accessible features

 Inbuilt error checks where relevant

Expected deliverables 1. Analysis of current methods of data capture and recommendation for fields/criteria for a data capture tool 2. A data tool with required data capture areas to be used globally 3. Final knowledge bank tool completed with existing project information and future proofed for integration into digital platform

Duration of the assignment It is expected that the assignment will be completed between 1st October 2017 and 15th December 2017 with the deliverables being phased within this period. It is expected that the consultant will manage the workload and deliverables within this period in a timely and efficient manner.

Budget The available budget for this contract is between the range of $15,000 and not exceeding $20,000 inclusive of all costs, fees and taxes. As part of the consultancy process the consultant is requested to submit a budget including a break-down of expected costs to complete the deliverables outlined above. The budget should be inclusive of any professional fees, costs of information analysts, expenses and materials, data collection, validation and feedback workshops, and any other costs associated with the consultant’s carrying out and developing the deliverables.

Contractual responsibilities Reporting to: The head of international employment programmes, programmes team, international department, Leonard Cheshire Disability.

The supplier will be responsible for managing the workload and delivering the products in a timely and efficient manner as set out in this document.

The supplier will have regular reporting points with the head of international employment programmes, and will be expected to keep them informed on progress and key issues.

The supplier will need to regularly communicate with key staff at the UK office as well as regional representatives and relevant project staff overseas.

Skills and requirements for the consultancy To successfully undertake this assignment, the Consultant(s) should meet the following minimum requirements. Leonard Cheshire Disability will consider applications from individuals or agencies where one or more consultants may provide the requisite skills.

i. Demonstrated competencies in systems analysis and preparation of functional requirements specifications.

ii. Demonstrated competences in development of accessible systems, knowledge banks and databases for use by NGOs iii. Excellent organizational and analytical skills iv. Excellent interpersonal skills to work with different teams internationally

v. Ability to work and deliver under strict deadlines and under pressure. vi. Ability to multi task vii. Demonstrate the capacity to deliver on this assignment by presenting a similar system before contracting.

Expression of interest The consultant(s) that meets the above requirements and is available within the time period indicated above should submit an expression of interest to [email protected], copied to [email protected] by 24th September 2017.

Questions arising from this document should be sent to Leonard Cheshire Disability international referencing ‘A2L Data Capture’ to [email protected] or to:

5 Re: A2L knowledge bank International Department Leonard Cheshire Disability 66 South Lambeth Road London SW8 1RL Phone: +44 (0) 20 3242 0212

Indicative timeframe

General Invitation to express 11th September 2017 interest issued Deadline for submissions 24th September 2017, 5pm GMT/UK time Evaluation of responses 25th – 29th September 2017

Supplier presentations & w/c 2nd October 2017 discussions Preferred supplier w/c 9th October 2017 appointed and contract signed Supplier begins contract 16th October 2017 *Indicative timeframe, to be adapted by supplier accordingly Field research and 16th October - 31st October 2017 consultation with partners on existing systems* Analysis of systems, 1st November – 10th November 2017 similarities and content* Analysis and 13th November 2017 recommendations to be shared with Leonard Cheshire Disability with outline of data capture tool* Development of data 14th November 2017 – 24th November 2017 capture tool* Data capture submitted 24th November 2017 to Leonard Cheshire Disability for review and approval* Data capture through 29th November 2017 – 6th December 2017 partners with support from supplier* Initial completed data 8th December 2017 tool submitted to Leonard Cheshire Disability* Final approved tool and 15th December 2017 supporting documentation submitted to Leonard Cheshire Disability