Call for Proposals: Gender-Transformative Budgeting Pocket Guide for WDCS and CSOs

Terms of Reference (Tor) for a Consultant to Design a Concise Pocket Guide on Gender-Transformative Budgeting for Ward Development Committees (WDCs) and Civil Society Organizations (CSOs) 1. Background Gender Transformative Budgeting (GTB) represents a vital strategy for ensuring that public resources are distributed and employed in ways that advance gender equality while addressing the distinct requirements of women, men, girls, and boys. Although Gender Responsive Budgeting has gained prominence in Zambia, there is currently a shortage of practical, context-specific guidance designed for local institutions such as Ward Development Committees (WDCs) and Civil Society Organizations (CSOs). WDCs and CSOs are pivotal in shaping local development strategies, budgeting frameworks, and oversight mechanisms. Nonetheless, their capacity to advocate for gender-responsive and transformative resource distribution is hindered by restricted access to streamlined, actionable tools and informational resources. NG OCC is seeking to hire a skilled consultant to create a clear and accessible pocket guide on Gender Transformative Budgeting, specifically designed for use by Ward Development Committees (WDCs) and civil society organizations (CSOs) operating at the community level. The primary objective of this assignment is to [insert original purpose here]. This role demands individuals with [insert required qualifications/experience here], as they will be responsible for [insert key responsibilities here]. Successful candidates must exhibit proficiency in [insert required skills here] and demonstrate a strong ability to [insert critical abilities here]. Additionally, they should possess [insert additional requirements here] to effectively execute the assigned tasks. This initiative aims to create a concise, user-friendly pocket guide on Gender Transformative Budgeting, designed to enhance the capabilities of Women Development Committees (WDCs) and Civil Society Organizations (CSOs) in incorporating gender perspectives into local planning and budgeting frameworks. Revised Version: The primary goals of this assignment encompass the following key deliverables and aims. The key aims of this role include: Simplify essential principles of Gender Transformative Budgeting for audiences lacking specialized knowledge. Offer actionable strategies to incorporate gender considerations into ward-level planning and budgeting mechanisms. Design intuitive tools, checklists, and contextual examples tailored to local needs. Enhance the capabilities of Women Development Committees (WDCs) and Civil Society Organizations (CSOs) to effectively advocate for fair and balanced distribution of resources. 4. Scope of Work The consultant will be responsible for executing the following tasks: Literature Review Analyze current resources pertaining to Gender Responsive and Transformative Budgeting to assess their content, relevance, and applicability. Conduct a comprehensive assessment of national policies, frameworks, and guidelines pertaining to gender and public finance within Zambia. Stakeholder Consultations Facilitate targeted engagement with designated members of WDC, CSOs, and other pivotal stakeholders to assess existing knowledge deficiencies and operational requirements. Content Development Here’s a professional version of your paragraph while retaining all original details: Responsibility: Draft a pocket guide that comprehensively addresses [specific topics, if mentioned—otherwise omit]. Ensure the content is concise, practical, and tailored to the needs of [target audience, if specified]. The guide should align with [relevant standards, guidelines, or objectives, if applicable] and be structured for easy reference. Accuracy, clarity, and user-friendly formatting are essential to facilitate quick understanding and application. Key principles related to gender, gender equality, and gender, transgender, and bisexual (GTB) issues encompass a comprehensive understanding of societal norms, structural disparities, and inclusive frameworks. These concepts involve analyzing the roles, expectations, and power dynamics associated with different gender identities, as well as advocating for equitable opportunities, rights, and representation across all gender spectrums. Additionally, they require a deep engagement with the unique challenges faced by gender-diverse individuals, including transgender and bisexual communities, to ensure policies, practices, and initiatives promote fairness, dignity, and systemic change. Gender Responsive Budgeting and Gender Transformative Budgeting represent distinct yet interconnected approaches to fiscal policy. Gender Responsive Budgeting focuses on identifying and addressing the differential impacts of budget allocations on women, men, and other gender groups, ensuring that public resources are distributed equitably. In contrast, Gender Transformative Budgeting goes further by actively challenging and reshaping existing gender norms, power dynamics, and structural inequalities to promote long-term gender equality and social justice. Both methodologies aim to enhance accountability, transparency, and inclusivity in budgetary processes, though their scopes and objectives differ in terms of depth and transformative potential. Here’s a professional version of your paragraph while preserving all original details: “Comprehensive, structured support in the implementation of GTB within ward-level planning and budgeting processes.” Professional rewrite: Essential resources, including structured checklists, customizable templates, and targeted guiding questions, are provided to support consistent execution and informed decision-making throughout the process. Relevant case examples pertinent to Zambia’s local government systems are required. Design and Simplification Craft content that is clear, accessible, and tailored specifically for grassroots audiences, ensuring it remains concise and easily digestible. Employ where practical straightforward language, visual aids, and illustrative materials to enhance clarity and comprehension. Validation Conduct a collaborative validation workshop with key stakeholders to ensure alignment and gather critical feedback. Integrate stakeholder feedback to refine and finalize the document, ensuring all revisions are accurately addressed and aligned with project objectives. Finalisation Prepare a polished, print-ready, and digitally optimized final version of the pocket guide, ensuring it is properly color-banded for visual clarity and accessibility. 5. Key Deliverables The consultant will be responsible for providing the following deliverables: The inception report will outline the methodology and establish a comprehensive work plan. Develop a concise Pocket Guide focused on gender-transformative budgeting strategies and practices. This guide will highlight key principles, methodologies, and case studies to support policymakers, researchers, and practitioners in integrating gender equality into fiscal planning. The project requires thorough research, clear articulation of concepts, and an organized presentation of actionable insights. Proficiency in gender-responsive policy analysis and budget monitoring is essential, along with strong writing and editorial skills to ensure accuracy and accessibility. Collaboration with stakeholders will be necessary to refine content and align it with practical applications. Validation Workshop Report Final Pocket Guide, available in both print-ready and digital formats, will be produced. The assignment is scheduled to span a defined period, with the specific duration to be determined based on project requirements and mutual agreement between the parties involved. The project is anticipated to be finalized within a 20-day work period, commencing upon the execution of the contract. Required Qualifications and Experience: To be considered for this position, applicants must meet the following criteria. Candidates should possess a minimum of [X] years of relevant professional experience in [specific field/industry]. A [specific degree/certification, if applicable] from an accredited institution is mandatory. Additionally, proficiency in [specific software/tools] and strong analytical skills are essential. The ideal candidate will demonstrate a track record of [specific accomplishments or skills], along with the ability to [specific responsibility or duty]. Familiarity with [industry-specific standards or regulations] is highly preferred. Exceptional communication and teamwork abilities are also required to thrive in this collaborative environment. The consultant should have: A relevant academic background in Gender Studies, Development Studies, Economics, Public Finance, or a closely related discipline is required, with preference given to candidates holding a Master’s degree. Experienced in conducting comprehensive gender analysis, implementing gender-responsive budgeting strategies, or managing public finance initiatives is required. Proven expertise in creating training manuals and other accessible knowledge products is required. A solid grasp of Zambia’s governance framework, with particular emphasis on local governance and decentralization processes, is essential. Achieved through exceptional written and verbal communication proficiencies. 8. Reporting and Supervision The consultant will provide regular progress updates to the Program Manager at NG OCC throughout the duration of the assignment. 9. Payment Schedule Compensation will be structured commensurate with the completion of predefined milestones, with payments disbursed upon fulfillment of specific deliverables. Upon acceptance and confirmation of the Inception Report, the initial 30% payment will be disbursed. Upon receipt of the Draft Pocket Guide, a payment of 40% will be issued. Upon finalization and authorization of the Pocket Guide, a payment of 30% will be disbursed. 10. Application Requirements Interested consultants should submit: A detailed technical proposal delineating comprehension of the assignment at hand and the proposed methodology will be required. Financial proposal (detailed budget) Updated CV Here’s a professional version of your paragraph while preserving all original details: Relevant examples of comparable projects previously completed 11. Confidentiality All materials, data, and information gathered throughout the assignment shall remain the exclusive property of NG OCC and may not be disclosed without obtaining prior consent. NG OCC maintains the discretion to approve or decline any submitted application at its sole discretion.

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