Tender: Prize Announcement (Organizational Performance Index and Social Accountability)

Company name: DAI Global

City: Tripoli

Category name: Other /

Issued: 2021-10-07

Tender type: Free

Close Date: 2021-12-05

Cost: 0.00

Ref No.
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Description:

 

Prize Announcement

Organizational Performance Index and Social Accountability

 

Libyan Civil Society Organizations

Table of Contents

part One: Taqarib Project Description And Prize Opportunity. 2

1.     Prize Announcement. 2

2.     Project Background:. 3

3.     An Overview on Local Governance in Libya. 3

4.     Taqarib Objective. 4

5.     Objectives of This Prize Opportunity:. 4

Part Two: Conditions and Recommendations for Applying for Grants and Prizes. 6

1.     Application Instructions. 6

2.     Who Can Submit Documentations for This Prize Opportunity. 6

3.     Prize Value. 6

4.     Anticipated Number of Prizes. 6

5.     Review and Selection Process. 7

1.     Submission Directions. 8

2.     Where and How to Submit:. 8

3.     Contact:. 8

1.     Part 1: Organization Profile. 9

2.     Part 2: External Profile. 10

3.     Part 3: Performance Profile. 12

4.     Part 4: Sustainability Profile. 15

 


 

PART ONE: TAQARIB PROJECT DESCRIPTION AND Prize OPPORTUNITY

1.     Prize Announcement 

Taqarib is pleased to reward a number of Libyan civil society organizations (CSOs) from all over Libya with in-kind prizes under this major opportunity to contribute to the development of CSOs. The Taqarib project, funded by the United States Agency for International Development (USAID) is hereby requesting Libyan CSOs to complete Taqarib’s Organizational Performance Index (OPI) which supports CSOs in shaping their mission, goals, organization, public service projects, and future plans.

By filling the OPI questionnaire, the CSOs will be equipped to concentrate their efforts on how to improve their own organizational capabilities and their prospects for grant funding because the OPI is designed in a way that it diagnoses the overall performance of the CSO and supports them by identifying the areas that require attention. Through this activity, Taqarib intends to enable a stronger and more capable civil society sector, dedicated to democracy and better governance in Libya.

Under this program, Taqarib intends to provide 28 awards for CSOs in seven categories (illustrated below), whereby four awards will be given within each category for the three CSOs with the highest scores, and to the most improved CSO. Further, Taqarib will also provide an additional 70 awards for CSOs that demonstrate “serious participation”. Serious participation encompasses attending training sessions, communicating actively with Taqarib, and showing improvements in their OPI scores.

The awards are in-kind in nature (Taqarib will provide supplies and materials that will enhance CSOs’ capabilities, such as office supplies, laptops, phones, tablets, etc.).  

This opportunity will benefit a large number of CSOs; prospective applicants are encouraged to submit an application. CSOs that have worked in at least one of the below seven areas are eligible to apply for this opportunity:

1.    Improving municipal services

2.    Democracy and human rights

3.    Anti-corruption

4.    Poverty, health and welfare

5.    Education, training, and human development

6.    Arts and culture

7.    News media

From among the CSOs that work within at least one of the above areas, extra points will be awarded to those that implement activities that promote a culture of social accountability, such as townhall meetings, virtual meetings between residents and elected or appointed officials, and other highly visible and informative events provided that these events are implemented within the prize timeline. Social accountability efforts will be categorized in the following tiers:

  • Tier Four: Initial contact with municipalities/municipal offices with questions and/or inquiries;
  • Tier Three: A face-to-face or remote meeting between the CSO and a municipal body to discuss policy issues;
  • Tier Two: A face-to-face or remote meeting between the CSO, the residents of the municipality, a municipal body to discuss policy issues;
  • Tier One: Proof of impact of such meetings (e.g., change in municipal policy, influenced by the CSO social accountability activity).

 

CSOs that score highly on their OPIs will enjoy priority consideration should they choose to apply for a Taqarib grant opportunity. Taqarib offers technical assistance to all CSOs that that apply for a grant, with a dual objective of 1) increasing the CSOs prospects of being awarded a grant and making a valuable contribution to service delivery, and 2)  enhancing the applicants ability to develop and submit concepts and proposals for any future funding opportunities, offered by Taqarib or other donors.

Taqarib will provide CSOs that apply for this opportunity with tailored training on how to complete the OPI assessment and improve their scores over time. The training will include one-on-one sessions between Taqarib staff and individual CSOs in order to best provide them with tailored instructions on responding to the OPI questionnaire and what they need to do to improve their scores. Taqarib will publish the results of the contest monthly online on Taqarib’s Facebook page for participating CSOs to view their performance against other CSOs within the same categories. By tracking their scores and undergoing their tailored trainings as part of their capacity building, CSOs will gain an understanding of how to increase their scores and advance in the rankings. Taqarib will hold a closing ceremony at the end of the program, awarding prizes to the winners and issuing certificates to all participants in what promises to be a unique and impactful capability building opportunity..

2.     Project background:

The Taqarib project (previously known as the Local Governance and Civil Society Project) is a four-year initiative that aims to strengthen the foundation of a more unified Libyan state by empowering local governments, reinforcing community bonds, and improving people’s standard of living. As part of its objective to reinforce community bonds, Taqarib helps citizens  engage in public dialogue with officials, prioritize public resource allocations, and understand the roles and responsibilities of local government. The project links enhancements to service delivery at the municipal level with national efforts to improve the execution of decentralization policy, and with efforts to undertake evidence-based reform.

LOCATIONS: Taqarib has offices in Tripoli, Benghazi, Sebha, and Tunis. 

MUNICIPALITIES: Taqarib is currently implementing projects in twenty-four municipalities. By the end of 2021, the project will be active in 30 municipalities nationwide.

IMPLEMENTING PARTNERS: Taqarib is implemented by DAI, with the International Republican Institute and Altai Consulting as sub-awardees.

 

3.     An overview on Local Governance in Libya

In November 2011, authorization was received to create the Ministry of Local Government. The Ministry’s establishment was one of the most important steps to prevent the emergence of another regime with centralized power. Currently the Ministry pursues a policy of decentralization for Libyan municipal governments. In June 2012, Libya’s National Transitional Council approved Law 59, which outlined a plan for fiscal and administrative governance at the municipal level. Though a lack of governing capacity and much political turmoil since 2011 has interrupted the comprehensive realization of Libya’s vision for local governance, a deep commitment to that vision remains.

4.     Taqarib Objective

Objective 1: Municipal Service Delivery

In partnership with local governments, Taqarib designs and executes strategies for service delivery at the municipal level. Project staff with robust city-management experience around the world act as consultants to a broad range of municipal directorates and authorities. In each target municipality, the project focuses on making visible and measurable impacts on service-delivery outcomes in one service area per year. To accurately measure our impact, the project employs a Municipal Performance Index to gauge the administrative capacity of local governments, quantify their delivery of essential services and infrastructure, as well as monitor the corresponding public perceptions of governments’ effectiveness and legitimacy.

Objective 2: Public Participation

Taqarib engages local communities and community organizations to ensure that citizens have a voice in prioritizing and monitoring the expenditure of public resources. The project also acknowledges that, at times, methods to improve service-delivery can be unpopular in the short term. Taqarib, therefore, partners with community organizations to generate public support for solutions like local revenue generation, public-private partnerships, city-to-city collaboration, and other tools that are important for achieving long-term, sustainable development.

Objective 3: Policy Execution and Reform

In its approach to policy reform, Taqarib seeks alignment with existing regulations and laws that support decentralization including, especially, Law 59 and Executive Order 130. Taqarib also ensures that the relevant parts of existing municipal development plans receive forceful backing from the project’s strategies for service-delivery improvement. In seeking these alignments, Taqarib preserves space for the appreciation and scaling of innovative policy solutions at the local level.

Objective 4: Monitoring, Evaluation and learning

The Taqarib Monitoring and Evaluation unit works on establishing a framework for activities and implementation methods. The team creates mechanisms for monitoring performance and tracking the progress of project goals and objectives. Additionally, the team develops educational platforms to both inform city managers and facilitate rapid responses to emerging challenges and opportunities.

 

5.     Objectives of This Prize Opportunity:

1.    Benchmark and improve Libyan CSOs’ Organizational Performance Index scores and provide rewards to higher scoring CSOs and most improved

2.    Contribute to the organizational development of Libyan CSOs to enhance their capabilities to take on funding opportunities

3.    Promote the culture of social accountability among Libyan CSOs

4.    Enable a stronger and more capable civil society sector, dedicated to democracy and better governance in Libya


 Part Two: Conditions and recommendations for applying for grants and Prizes

1.             Application instructions (also see Part Three):

Interested Libyan CSOs are invited to complete Annex A: Organizational Performance Index once a month on the sixth (6th) of each month. Organizations that qualify for extra points under the ‘social accountability events’ opportunity (described in the Prize Announcement section of Part One) must submit documentation from these events, which can include reports, pictures, an activity log or agenda, etc.

2.             Who can submit documentations for this Prize opportunity:

·         Civil society organizations or associations registered with the Civil Society Commission or are currently in the process of registering, provided that the registration is available at the start of the OPI Assessment.

3.             Prize Value:

Taqarib will provide in-kind prizes to four CSOs within each category; Three awards to the highest scoring CSOs, and an award to the most improved CSO within each category. Up to 70 awards will be given for serious efforts undertaken. The awards for the Serious Efforts category is set for CSOs who do not get 1st, 2nd, 3rd, or most improved prizes. The same CSO can win any of the 1st – 3rd prizes in addition to the most improved. However, if a CSO wins any of these, they will not be considered in the serious efforts category. The table below illustrates the values for these in-kind prizes.

Category

1st Prize (USD)

2nd Prize (USD)

3rd Prize (USD)

Most Improved (USD)

Category Total (USD)

Improving municipal services

25,000

10,000

7,000

5,000

47,000

Democracy and human rights

25,000

10,000

7,000

5,000

47,000

Anti-corruption

25,000

10,000

7,000

5,000

47,000

Poverty, health and welfare

25,000

10,000

7,000

5,000

47,000

Education, training, and human development

25,000

10,000

7,000

5,000

47,000

Arts and culture

25,000

10,000

7,000

5,000

47,000

News media

25,000

10,000

7,000

5,000

47,000

Sub-total

 

 

 

 

329,000

70 Awards for Serious Efforts @ USD1,000 per award

 

 

 

 

70,000

Total

 

 

 

 

399,000

 

 

4.             ANTICIPATED NUMBER OF Prizes:   

Under this opportunity, Taqarib will issue up to 98 in-kind prizes; divided between 28 in-kind prizes for the winners of the competition, ranging in value from 25,000 USD to 5,000 USD, and 70 in-kind awards for CSOs that undertake serious efforts as part of this opportunity, for a value of 1,000 USD per prize. What constitutes an in-kind prize is determined by a number of meetings divided into two groups. The first group is a set of meetings with CSOs to understand their needs. After that, Taqarib will hold internal meetings to agree on the items the CSOs suggested in order to procure them ahead of the start of the prize period.

5.             Review and Selection Process:

Staff working on Taqarib’s Public Participation Objective will review the OPI scores on a regular basis and will publish the results on Taqarib’s Facebook page. The review will determine the scores and the most improvements. In these meetings, Taqarib will score the OPI questionnaires filled by the CSOs based on the scoring sheet, which determines how many points each response receives. It is worth noting that the social accountability component will have a separate scoring component, that is independent from the OPI scoring sheet, but they will be added together to produce the final score.

 


 

 

Part Three: How to Apply For This Opportunity

 

1.             Submission Directions

Documents to submit:

·         The Organizational Performance Index (OPI) (Annex A): Interested organizations will submit their completed OPIs, once a month on the sixth (6th) of each month

·         Sign-up sheets, agendas, presentation materials, pictures etc.: Organizations that have conducted social accountability events within the four tiers (listed in Part One under Prize Announcement) should provide documentation (proof) that indicates the social accountability event took place as described and is within one of the four accountability tiers.

 

2.             Where and how to submit:

Email the above documents to: OPIAnswers@taqarib.org  Make sure to use the e-mail subject heading: “Prize Announcement” with the name of your CSO.

3.             SUBMISSION DEADLINE

The deadline to apply for this opportunity is December 5th, 2021

 

4.             CONTACT:

For any inquiries about this prize opportunity, please send an email to: OPIAnswers@taqarib.org


ANNEX A: ORGANIZATIONAL PERFORMANCE INDEX

­­_______________________________________________________________

1.             Part 1: Organization Profile

 

A.  MISSION AND GOALS

1.      What is the mission (general purpose) of your civil society organization? (In 30 words or less)

If your mission statement is already in writing, please provide a copy.

 

2.   Based on the mission statement, list the goals of your organization.

Ø   

Ø   

Ø   

 

3.   Which one of the following categories comes closest to defining the work of your CSO?

            ___ Improving municipal services

            ___ Government integrity and anti-corruption

            ___ Democracy and human rights

            ___ Independent journalism

            ___ Education, training, and human development    

            ___ Poverty, justice, health and welfare

            ___ Arts and culture

 

4.   Does the organization have written bylaws?    ___ Yes      ___ No

      If Yes, please include a copy with the documents submitted in your application.

 

B.  ORGANIZATIONAL INFORMATION

5.   In what municipality is your CSO located?    

            _________________ Municipality   

 

6.   On what day was your CSO established?        __/__/__  (Month/Day/Year)

      Is it registered with the Civil Society Commission? (Not a project requirement)___Yes       ___No

 

7.   How many members do you have in your organization?       _____

      How many are active members?                                               _____

      (“Active” means that they attend meetings and/or participate in your projects and other activities.)

 

8.   How many of the members are women?                                                          _____

      How many of the women are active members?                        _____

 

9.   How many membership meetings did you hold in the previous calendar year?      _____

      Are the minutes of membership meetings distributed later to the members?___ Yes        ___ No

 

10. Does the CSO’s leadership include a volunteer coordinator to recruit new members and volunteers?                                                                              ___ Yes                       ___No

 

11. Are your officers elected by the membership?                        ___ Yes                       __ No

 

12. Is there an elected board of directors (BoD)?                          ___ Yes                       ___No

      Are Board meeting minutes distributed later to the members?         ___ Yes           ___No

      How often does the BoD hold meetings?                       ___ times per year

           

13. Do you have an organization chart?                                         ___ Yes                       ___No

             If Yes, please include a copy with the documents submitted in your application.

 

14. Does the CSO have an office?                                                    ___ Yes                       ___No

      Is the office space ___ owned, ___ leased, or ___ donated?

 

C.  FINANCIAL MANAGEMENT

15. Does your CSO work from an annual budget formally approved by the members?         

                                                                                                            ___ Yes                       ___No

 

16. Do your members pay annual dues?                                         ___ Yes                       ___No

 

17. What is the organization’s main source of income?

            ___ Paid projects

___ Grants from Libyan public organizations

 ___ Grants from Libyan private organizations

___ Grants from international organizations

            ___ Donations from Libyan organizations

            ___ Foreign and international donations

            ___ Fund-raising for individual financial contributions

            ___ Member ship dues

 

18. What was the organization’s total revenue in the previous calendar year (include all sources)?

            __.00__LYD

 

19. Do you have one or more persons whose primary responsibility is to manage the budget, handle financial transactions, and keep financial records?    ___ Yes           ___ No

 

20. Does the organization have a bank account in Libya?            ___ Yes                       ___ No

      Does it have a bank account in another country?                   ___ Yes                       ___ No

 

 

 

2.             Part 2: External Profile

 

1.   What is the geographic area of the CSO’s work? (one answer only)

      ___ 1 municipality           ___ 2 or more municipalities            ___ nationwide

 

2.   Is there an organization staff designated as your media coordinator?         ___ Yes           ___ No

      Is that member experienced with computer-based communications, including websites, social media, e-mail, and apps?                                                                        ___ Yes           ___ No

      Does the organization hold at least one press conference a year?     ___ Yes           ___ No

 

3.   Do you have a social media presence, as an organization?                 ___ Yes           ___ No

      If Yes, please provide the corresponding link

Ø  Facebook:

Ø  Instagram:

Ø  Twitter:

Ø  WhatsApp:

Ø  Other: (Specify)

 

4.   Do you have a website?                                                                          ___ Yes           ___ No

            If Yes, please provide the website address _________________________________

 

5.   Is your CSO covered by print and/or broadcast media at least 6 times per year? 

            ___ Yes      ___ No

      Does it issue occasional media releases?                                               ___ Yes           ___ No

 

6.   Have you partnered with any other CSO(s) to implement projects?            ___ Yes           ___ No

            You are welcome to name the organizations and provide contact information.           

                        ______________________    _______________________________

                        ______________________    _______________________________

 

7.   Is any member of your organization part of the Taqarib C4C program?___ Yes  ___ No

      For the municipality where your organization is located?                 ___ Yes           ___ No

      If No, for which municipality?        _________

 

8.   Does your CSO belong to any civil society coalitions or associations, or other membership groups?                                                                               ___ Yes           ___ No

      If Yes, please provide the following:    

            Organization name   _____________________________________

            Location                     ___________________

            Contact information ___________________________

                                                ___________________________

 

9.   How do your mission and goals support the development of democracy and human rights in Libya? (If not applicable to your organization, skip the question.)

 

10. Please identify any political party or other politically active group with whom your CSO is affiliated?      _________________________                                  

      What is the organizational relationship?      ______________________________________          

 

3.             Part 3: Performance Profile

 

A.  PROJECT EXPERIENCE

1.   Is your CSO working directly with any part of your local municipal government to improve delivery of public services?                                     ___ Yes           ___ No

      If Yes, which municipal department(s) have you worked with on service delivery projects?

Ø   

Ø   

Ø   

 

2.   Is your CSO working on any “social accountability” projects, in which you are helping the municipal government and/or its citizens to communicate with each other?       

                                                                                                                        ___ Yes           ___No

      What communications techniques have you used to further this social accountability role.

                  ___ Attending at municipal council meetings, and reporting meeting outcomes to the public  

                  ___ Producing newspaper articles, or an organization newsletter on municipal developments and issues

                  ___ Appearing on television and radio news and public affairs programs

                  ___ Publicizing information or messaging via social media

                  ___ Publicizing information or messaging on the organization’s website

                  ___Publicizing information or messaging via e-mail

                  ___ Publicizing information or messaging via brochures or flyers

                  ___ Other (specify)                       

 

3.   Is your CSO currently implementing any volunteer social accountability project(s) within your municipality?                                                                         ___ Yes           ___No

      If Yes, please provide the following information

Ø  Project name _____________________________________

            Date started (month/year)      _____________

            Purpose of project (1-2 sentences)   ____________________ 

 

4.   Is your CSO currently implementing any paid social accountability project in your municipality?                                                                                                ___ Yes           ___ No

      If Yes, please add the following information.

Project name _____________________________________

            Date started (month/year)      _____________

            Purpose of project (1-2 sentences)   ____________________ 

            Donor funding the project   ___________________________     

 

5.   What social accountability project(s) have you completed within your municipality, if any?

Project name _____________________________________

___ Volunteer project           ___ Paid project

If Paid, which organization funded the project?   ___________________

            Date started (month/year)      ___/___           Date completed____/____    

            Purpose of project (1-2 sentences)____________________ 

            Community outcomes achieved       (list)

 

Project name _____________________________________

___ Volunteer project           ___ Paid project

If Paid, which organization funded the project?   ___________________

            Date started (month/year)      ___/___           Date completed        ____/____        

            Purpose of project (1-2 sentences)   ____________________ 

            Community outcomes achieved       (list)

 

6.   What municipal services or social accountability project(s) have you completed that were partly or entirely outside your municipality, if any?

Project name _____________________________________

___ Municipal services project        ___ Social accountability project

___ Volunteer project           ___ Paid project

If Paid, which organization funded the project?   ___________________

            Date started (month/year)      ___/___           Date completed        ____/____        

            Purpose of project (1-2 sentences)   ____________________ 

            Outcomes achieved (list)      

 

Project name _____________________________________

___ Volunteer project           ___ Paid project

If Paid, which organization funded the project?   ___________________

            Date started (month/year)      ___/___           Date completed        ____/____        

            Purpose of project (1-2 sentences)   ____________________ 

            Outcomes achieved (list)      

 

7.   Provide the names and contact information of 2-4 people (donors, implementing partners, beneficiaries, government officials) who could be contacted as references for your CSO and/or its previous municipal services or social accountability projects.

      Name                          Organization                          Telephone      E-mail

Ø   

Ø   

Ø   

Ø   

B.  ADVOCACY

8.   Does the organization have an advocacy plan for how to achieve its goals? ___ Yes      ___No

      Is this plan updated at least annually?             ___ Yes      ___ No

 

9.   Does your work primarily support one or more target populations?          

            ___ Yes    ___ No

      If yes, what are your target populations? (Check not more than 4)

            Municipal government and citizens

            ___ Municipal Council(s)

            ___ Citizens of the municipality

            ___ Neighborhood within the city

            ___ Victims of environmental hazards (Environmental health and safety)

 

            Democracy and human rights

            ___ Libyan citizens in general

            ___ Voters (civic education)

            ___ Journalists and broadcasters (independent media)

            ___ Citizens unfairly harmed by corruption (anti-corruption)

            ___ Citizens threatened by violence (peace and reconciliation)

           

            Education, training, and human development

            ___ Women

            ___ Students, schoolteachers, and/or administrators

            ___ College/university students, faculty, and/or administrators                   

            ___ Children in general

            ___ Youth in general (16-24 years old)

            ___ PWDs

 

           

            Poverty, justice, health and welfare 

            ___ Poor people

            ___ Sick people/hospital patients

            ___ Handicapped persons

            ___ Refugees and/or displaced persons (IDPs)

            ___ Crime and/or domestic abuse victims

            ___ Abused animals

 

            Economic Reform

            ___ National economic development

            ___ Municipal economic development

 

            Occupational groups

            ___ Government employees

            ___ Business owners and managers

            ___ Labor union members

            ___ Professionals (law, medicine, etc.)

            ___ Farmers and/or livestock herders

            ___ Military veterans

            ___ Retired people

 

            Arts and culture

            ___ Performing and visual artists

            ___ Museum and other cultural organizations

            ___ Sporting organizations and teams

 

            Other (Specify)

            ___

            ___

 

10. How many times did your CSO hold meetings with groups of people in its target population in the last 12 months?    ____­­­­______

 

4.             Part 4: Sustainability Profile

     

1.   Is your organization intended to be permanent or short-term?

      ___ The CSO was established as a permanent organization.

      ___ The CSO was established as a short-term organization.

 

2.   Does your organization work from an annual plan?              ___ Yes                       ___No

      If Yes, please provide a copy.

 

3.   Does the organization own property in its own name?           ___ Yes                       ___No

      If Yes, does it have its office on that property?                        ___ Yes                       ___ No

 

4.   What percentage of your current revenue comes from Libyan sources?     ____%

      What percentage comes from foreign and/or international organizations? ____%

 

5.   How did your revenue last year compare to the previous year?

            ___ 20% or more than the previous year

            ___ Somewhat higher than the previous year

            ___ Somewhat lower than the previous year

            ___ 20% or more lower than the previous year

 

6.   Does your CSO have any organizational partner(s), in Libya or another country, who work with you on an ongoing basis on common goals.                        ___ Yes                       ___ No

      Please identify that organization and its location.______________________________

______________________________           

                       

7.   Based on developments in Libya in the last 6-12 months, how much progress has been made       toward realizing the CSO goals stated in response to Question A2?

            ___ Excellent progress

            ___ Some progress

            ___ No progress

            ___ Goals somewhat farther from realization             

            ___ Goals much farther from realization

 

8.   What are the primary obstacles to the organization’s efforts to realize its goals? (Check all that apply)

            ___ Political and military instability in the country

            ___ Physical insecurity

            ___ The COVID-19 pandemic

            ___ Deteriorating economic and financial conditions

            ___ Lack of government support for municipal governments

            ___ Problems within the municipal government

            ___ Lack of financial support and/or revenue opportunities for the CSO

            ___ Problems within the CSO

            ___ Other (Specify)

 

9.   Evaluate the enabling environment for CSOs in Libya. (Select the most applicable answer)

            ___ It is easy for CSOs to operate in Libya without government interference

            ___ It is relatively easy to operate in Libya but becoming harder

            ___ It is relatively difficult to operate in Libya but becoming less difficult

            ___ It is difficult for CSOs to operate in Libya without government interference

 

10. How will the upcoming national election campaign affect the work of your CSO? (Check all that apply) 

            ___ The CSO’s mission has no connection to government and politics.

            ___ The CSO’s mission does not extend beyond its local municipality.

            ___ The CSO wants to help promote the election and encourage people to vote.

            ___ The CSO would be willing to join a national coalition of CSOs to promote the election and encourage people to vote.

            ___ The CSO hopes to influence the provisions of a new and democratic constitution

 

1.       Are your staff divided between technical experts, management, human resources, finance, and other categories?

 

2.       Does the organization have monitoring plans and reports on all programs/projects that it implements, or services it provides?

 

3.       Does the organization track medium- and long-term results, that includes indicators and measurement tools to assess results?

 

a.       Does the organization see the value in monitoring results?

 

4.       Does the organization develop annual work plans for its programs and projects?

a.       Are the activities in the work plan clear?

b.       Does the organization present the work plan to beneficiaries and associates?

c.       Does the organization track results achieved according to the work plan?

 

5.       Does the organization have a monitoring plan with goals to achieve for its target population and a budget to ensure they have enough resources (financial and personnel) to reach those geographic areas?

 

6.       Does the organization ensure that these meetings are budgeted annually, and produce meeting notes/work plans that include the conclusions and decisions reached during the participatory planning meetings?

a.       Do the work plans include notes on gender, ethnics, and other considerations for their target population?

7.       Are notes shared and circulated with all participants?

 

 

8.       Does the organization monitor learning outcomes and take note on successes, challenges, and lessons learned to apply to future programs?

 

9.       Does the organization keep record of programs that have factored in lessons learned from previous work?

   

ANNEX B: SIMPLIFIED SCORING SYSTEM

 

Scale. There is a maximum of 100 points. It follows that evaluation scores on all questions will also be percentages of the maximum score, i.e., the score and the percentage will be the same.

No CSO should be expected to approach 100, assuming objective scoring, because most Libyan CSOs are relatively new. The ultimate purpose of the exercise is to help CSOs increase their capabilities over time and thereby increase their contributions to public service. This Organizational Performance Index should therefore be considered part of the Taqarib technical assistance program.

Questions. There are 50 numbered questions, 20 in Part 1 and 10 each in Parts 2, 3, and 4, though some “questions” group two or three inter-related questions.

Some questions are more important than others and carry higher potential scores. In general, positive answers about actual performance and accomplishments have the highest value. However, some questions are information-only or intended for verification, and so do not carry any scores.

Maximum score breakdown. The OPI questionnaire has four Parts, two of which have sections. The following are the maximum scores for each Part and section.

Parts

Sections

Sub-Sections

Total Scores

Part 1

Organization Profile

A.   Mission and Goals

11

B.   Organizational Information

29

C.   Financial Management

4

Part 2

External Profile

 

16

Part 3

Performance Profile

A.   Project Experience

34

B.   Advocacy

5

Part 4

Sustainability Profile

 

10

Total

 

 

100

 

Allocating points

·         For each Yes answer, score 1 point. If there are two Yes/No answers, score ½ point for each Yes answer. All No answers carry no points.

·         Award no points to the information-only/verification questions, which are the following.

o   Part 1 A3, B5, B6, B14(b), C17, C18

o   Part 2 1, 3(b), 4(b), 8(b)

o   Part 3 B9

o   Part 4 7, 8, 9

Note: Letters in parentheses denote parts of two-part & three-part questions.

Detailed scoring breakdown     

·         Part 1 A1       Mission statement: Evaluate the mission statement for its (a) vision; (b) sense of purpose; (c) congruence with goals; (d) clarity; and (e) conciseness. (There is a 30-word limit). Goals should not be  part of the mission statement, which should be limited to be a broad (but hopefully impressive) statement of purpose. (1-4 points)

o   A2       Goals: Evaluate the organization’s goals based on (a) logical consistency with the mission statement; (b) public importance; and (c) clarity. (1-4 points)

o   A3       Informational question. No score.

o   A4       Score 1 for a Yes answer.

o   B5-B6 Informational questions. No score.

o   B7       Membership

§  (a)       If membership under 25      0 points

                                    If membership 25+                           2 points

                                    If 50+                                                  4 points

                                    If 75+                                                  6 points

                                    If 100+                                                 8 points

                                    Active membership

§  (b)       If active members = 30%+              3 points         

o   B8       Women membership

§  (a)       If women members 25+                  2 points

                                    If women members 40+      4 points

                                    Active women

                                     (b)      If active women = 30%+     3 points         

o               B9       Membership meetings     

                                    If 4 or more meetings/year             2 points

o   B10-11, B12(a)(b)    Score 1 for each Yes answer (1/2 point each for B12(a)(b).

                                    B12(c) Board meetings

                                    If 6 or more meetings/year             2 points

o   B13-14  Score 1 for each Yes answer.

o   C15-16  Score 1 for each Yes answer.

o   C17-18  Informational questions. No score.

o   C19-20  Score 1 for each Yes answer (1/2 point each for 20(a)(b).         

                                                                                    Maximum points:   40

 

·                                 Part 2 External Profile

o   1          Area of CSO operations

o   Score 2 for two cities; 4 for nationwide.

o   2 – 8   Score 1 for each Yes answer.

o   9          Democracy & human rights

o   Evaluate this answer for (a) patriotism; (b) congruence with mission and goals (Part 1-A); potential for contributing to democracy & human rights. (1-5 points)

o   10        Political party affiliation

§  If any affiliation acknowledged, subtract 4 points. Some CSOs could be extensions of political parties, and CSOs should be organizationally independent. (Otherwise, USAID is subsidizing political parties when the CSO gets a US-funded grant.)

                                                                                                    Maximum points:   16                   

 

·                     Part 3 Performance Profile

o   Municipal services projects

§  A1(a)  Score 1 for Yes answer

§  A1(b)  Municipal experience

§  Add 2 for each department worked with. (Maximum 6)

o   Social accountability projects

§  A2(a), A3(a), A4(a)  Score 1 points for each Yes answer.

§  A2(b)  Social accountability techniques

§  Score 1 for each technique checked. (Maximum 6)

o   Project experience

§  A3(b)-A6 For each project itemized, completed or current, score 2 points. (Maximum 8)

§  A7 For each plausible reference score 1 point; for each significant reference (e.g., public official, community notable, admired person) score 2 points. (Maximum 4; mix & match)

§  B8-B9(a)  Score 1 for each Yes answer. (1/2 point each for B8)

§  B9(b)  Informational question. No score

§  B10     Target population meetings

If 2 or more meetings in a year, 1 point for each up to 2.

§  Meetings with Municipal Council

If 2 or more meetings in a year, 1 point for each up to 2.

                                                                                                                 Maximum points:   34

 

·                     Part 4 Sustainability Profile

o   1          Permanent or short-term organization?

§  Score 1 point for being a permanent organization

o   2-3      Score 1 for each Yes answer. (½ point for each answer in #3)

o   4          Sources of funds

§  Score 1 point for having both Libyan and external sources. No other opinion should be read into the question, as CSOs should be encouraged to get funding from any above-board source.

o   5          Revenue trend

§  Score 1 if “somewhat higher” or 2 if “20% or more higher.”

§  6          Score 1 for a Yes answer.

o   7-9      Informational questions. No score.

o   10        Election orientation

o   The 3rd, 4th, and 5th answers are all worth 1 point. (Maximum 3)

                                                                                                                  Maximum points:   10

 

Calculation. Add up the points for each Part; then add those four subtotals to get the overall score.

 

Sorting by CSO category. When all calculations have been completed, sort them according to the CSO categories in Question A3. This will facilitate the evaluation of CSOs for purposes of grant awards and coalition-building.

Filing. All OPI responses should be filed by CSO category, after distribution of copies to the three  regional offices and the project headquarters in Tunis.


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