HDF Impact Review
Request for Proposals
About HDF
Human Dignity Foundation(HDF)
is a private, Swiss foundation established in 2004 and governed by a
Board of Directors. The foundation has a limited lifespan and will end
its grant-making in 2021.
Vision
A world where all children and young people are living with dignity
Mission
Guided
by its vision, HDF supports relevant organisations to expand and
improve their work with children and young people in Africa and Asia.
Values
- Passion for our vision and mission
- Accountability to programme participants, grantees and other donors
- Courage to fund courageous work, to challenge the status quo, to admit our mistakes
- Excellence in all that we do
Child Protection
HDF
recognises the rights of children to be protected from any harm or
abuse. HDF is committed to taking all the necessary steps to ensure that
children are protected and receive the support they need, recognising
that some children face particular risks related to their gender, race,
disability, etc.
HDF’s full Safeguarding Policy and related documents will be provided as part of the contract arising from these Terms of Reference.
Background
HDF was established in 2004 and currently has 46 live grants to a value of USD51m worldwide. It has funded a total of 78 grants since inception, including the current live grants.
The current staffing level is 4.5 FTEs together with 2 part-time consultants based in India and South Africa respectively.
From
2004 until the end of 2010, HDF was staffed by one part-time consultant
who worked with the Chairman and board to identify and approve grants
while also managing the investment portfolio through a turbulent time.
In 2009 HDF’s board decided to limit the life of the foundation and to
spend down current capital by 2021. With this objective in mind an
executive Director was appointed in October 2010 and other staff came on
board in the subsequent years.
An initial strategy was approved in 2011 and, following the sunrise phase of the foundation, a refined strategy was approved in 2013.
In
2013 HDF commissioned a regulatory audit by KPMG Switzerland to assess
HDF’s compliance with relevant Swiss law particularly the Guide for Foundations. In summary the audit covered the following areas:
- Deeds of foundation – relevance, legal compliance etc.
- Organisation and management – board of trustees, board minutes, commercial register, internal controls, annual reports, tax exemption
- Investments – policy & practice, compliance
- Funds/grants – compliance with purpose
HDF conducted a high-level, internal survey of grantees in 2012; it recently commissioned the Center for Effective Philanthropy to do a Grantee Perception Report (GPR) the results of which are available on HDF’s website.
Many
of HDF’s closed and active grants are externally evaluated and these,
together with the various reviews noted above, provide good insights
into HDF’s overall effectiveness. The missing links are a synthesis of
both grant and organisation effectiveness which this review will
address. The process should complement, and build on, pieces of work
already undertaken.
Review Purpose
The
purpose of the review is to understand the effectiveness of HDF to
date, learn from past actions and adjust the foundation’s course as
required for the remainder of its limited life.
To achieve this purpose, the foundation will open itself to rigorous review and actively consider recommendations arising.
The scope of this review reflects pieces of work already undertaken.
This RFP encompasses two strands and proponents should address both strands in an integrated manner:
- Grant impact & effectiveness
- Organisation effectiveness
Grant impact and effectiveness
- examine the impact of HDF grant-making, identifying interventions that are deemed effective or showing promising results
- examine the alignment between grants and the strategic framework of the foundation
- identify unintended consequences – positive or negative - of HDF grant-making
- review the current MEL framework as a tool for tracking implementation of the foundation’s strategy
Organisation Effectiveness
- Examine the effectiveness of the organisation’s structure in delivering on its mission
- Examine the foundation’s role beyond grant-making e.g. building capacity, institutions and/or the field
- Synthesise the findings of existing third party reviews
Methodology
The proposed methodology should be detailed by the proponents and may, amongst others, encompass:
- Review of existing strategy and MEL
- Desk review of programme documentation – grantee reports, external evaluations3, HDF documentation
- Case studies
- Field review of a sample of grants e.g. on a thematic basis
- Review of third party processes
- Key informant interviews e.g. HDF staff, peers, board members
Expected Outputs
- Brief inception report
- Publishable final report with executive summary and clear conclusions and recommendations
- Powerpoint presentation to HDF board - maximum 15 slides with clear summary of findings, conclusions and recommendations
Timeframe
Final report to be submitted by 15th October 2016.
Proposal
A
proposal, not more than 4 pages, outlining how this piece of work will
be undertaken should be submitted to HDF. The proposal should include:
- Detailed methodology
- Timeline
- Costs – the total price shall specify the hourly fee and hours for each person proposed for the assignment
Annexed items should include:
- Team credentials
- Two samples of relevant, recent work by team members
- Two referees
Please submit proposals to Kerry McCormack, Programme Assistant, at kerry.mccormack@human-dignity-foundation.org by 09.00 GMT on 18th March 2016.
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