Monday, 26 September 2016

Live & Learn Environmental Education,Independent Review: Sanitation Enterprise Pilot Approaches, Western Pacific Sanitation Marketing and Innovation Program

Closing date: 23 Oct 2016

Independent Review: Sanitation Enterprise Pilot Approaches, Western Pacific Sanitation Marketing and Innovation Program


The Western Pacific Sanitation Marketing and Innovation Program is funded by the Australian Government and is being implemented in Vanuatu, Solomon Islands, PNG and Fiji by a consortium of Live & Learn (Lead), International Women’s Development Agency (IWDA) and International Water Centre (IWC), working alongside in-country locally registered offices of Live & Learn. The main focus of the program is the development and establishment of Community-Based Sanitation Enterprises (CBSE’s) in urban and peri-urban, informal settlements, whilst also facilitating an enabling environment for these enterprises to succeed and thrive. The program also aims to improve sanitation and hygiene outcomes in schools by working with a range of Change Agents.
During the first phase of the program, situation and market analyses were conducted to inform the sanitation marketing approach. The program is now piloting community-based sanitation enterprises in a small number of communities across four countries. To support continued learning and improvement of the program, comprehensive, and country-specific Monitoring, Action Research, Evaluation, Response, and Learning (MAERL) plans are being implemented. This Review complements other activities within this plan, to support learning and improvement, and assess the viability of the CBSE concept.
Review Purpose and Target Audience:

The purpose of the Review is to assess the viability of the CBSE’s and associated determining factors. It will also support learning and improvement of the sanitation marketing approach by providing an independent perspective of this component of the program. Findings and recommendations from the Review will support the target audience in reviewing and updating program strategies and objectives.
The target audience for the Review includes:
  • The Live & Learn Program Management and Project Delivery Teams;
  • Partner Organisations: The International Water Centre and International Women’s Development Agency;
  • The CS-WASH Fund Management Facility, including:
    • The Australian Department of Foreign Affairs and Trade (DFAT), Water, Sanitation, Hygiene Section
    • Monitoring & Review Review Panel (MERP)
    • CS-WASH Fund Manager and Knowledge and Learning Manager (Palladium)

Review Objective and Scope:

The Review will assess the potential, viability, replicability, and scalability of the CBSE’s in the sanitation marketing component of the Western Pacific Sanitation Marketing and Innovation Program. In particular, the assessment should evaluate the financial viability of the CBSE’s, and associated issues (enabling environment) likely to determine the success of the approach. The Review will also assess the challenges and successes to-date in establishment and functioning of CBSEs.
The main areas of focus are:
  1. Viability of the CBSE’s. The key question is: Are the CBSE’s demonstrating potential for long-term financial viability in delivering their plans for WASH products and services?
The Sanitation Marketing framework (appendix 1) outlines the key factors for achieving a viable and sustainable CBSE. The Review should use this framework as a guide to assess the pilot CBSE’s, and determine whether the current approach is suitable. Additional factors (not identified in the framework) may also be considered. Critical factors from the framework, for consideration during the Review include:
a. Review of the CBSE’s
i. Community ownership and commitment to community-based sanitation marketing
ii. Business processes and capacity (including human resources – motivation and reward; customer feedback)
iii. Governance and management arrangements
iv. Technical capacity (sanitation, marketing, business operations)
v. Appropriate products/services (market interest/demand, affordability, supply chains, environmental/ disaster considerations, Gender and Social Inclusivity)
vi. Financial viability of current plans, and necessity for growth through new products or servicing other communities b. Enabling Environment factors, particularly those external to the community, such as sanitation and small businesses campaigns and policies that support/disable CBSEs
2. Scalability of the CBSE’s. The key question: To what extent can the CBSE’s grow to deliver WASH products and services in other communities, or expand their offerings?
This could include consideration of:
a. Capacity of the CBSE’s to reach a broader market (and availability of these markets)
b. Ability of CBSE’s to innovate and expand business offerings c. Mechanisms supporting scale-up, and requirements for further external support, funding, etc. to realise full potential
3. Replicability of the models. The key question: Can the Sanitation Marketing approach be effectively and efficiently replicated (by Live & Learn, or other enabling actors) to establish CBSEs in other areas and communities?
a. Suitability of planned mechanisms for future replication (likely effectiveness, suitability for Live & Learn, suitability for other enabling actors to implement)
b. Suitability of enabling environment, policies etc, including consideration of potential networks of CBSE’s and leveraging WASH sector support.
c. Requirements for further external support, funding, etc, to realise full potential.
Approach and Methodology:

The Review will involve three main phases: desktop review and planning, field visits and interviews, and report preparation.
Desktop Review and Planning:
A package of supporting resources and data will be provided, including:

  • Operational Plans & supporting documents
  • Mid-Year and Annual reports, and feedback reports
  • Monthly reports
  • MERP monitoring visit reports (1 per country)
  • CBSE business plans and budgets
  • Country MAERL plans and toolkit
  • Analysis reports arising from monitoring and/or action research activities (as described in the MAERL)
The consultant will review provided resources as needed to address the Review questions and criteria. A preliminary activity will assess MAERL processes to identify modifications required to ensure required data is collected. From the further desktop review the consultant will identify areas requiring further information or independent verification, and produce a work-plan outlining how information will be sought through the second phase of the contract.
Field Visits and Interviews:
The consultant will undertake direct interviews with project stakeholders and the Review Target Audience, which may include:
  • Live & Learn Program Management Team, including Executive Director, Program Manager, WASH Technical Manager
  • Live & Learn Project teams: Project Managers and Project Officers in Fiji, Solomon Islands, Vanuatu, and PNG.
  • Key partners, International Water Centre, and International Women’s Development Agency
  • Key Project Change Agents, in particular CBSE’s, WASH committees
  • Project partners, such as enabling environment stakeholders, in particular National/Provincial/Local Government Dept’s, other NGOs
The consultant will undertake field visits to project sites, for the purpose of verification of data and further development of understanding of the project context, and assessment against the Review criteria. Field visit activities will include:
  • Interviews/meetings with Live & Learn Project Managers and Project Officers.
  • Interviews/meetings with selected Project Change Agents, in particular CBSE’s, WASH committees, and with enabling environment stakeholders including relevant government departments.
  • Site visits to target market communities, and interviews and/or surveys with community representatives and householders.
  • Observations of community, environmental, and business context
  • Observations of CBSE operations, marketing, and facilities.
Report Preparation:
The consultant will complete a report outlining the Review findings, recommendations, and lessons learned, relevant to the target audience. The findings should clearly describe the potential and the constraints of the project strategy and approaches. The presentation of results is to be intrinsically linked to the Review issues, establishing a flow of logic derived from the information collected. A draft will be submitted to the Program Manager for comments.
Further information or clarification can be requested in this time, and a workshop/discussion held with Live & Learn and partners to present the draft report and gather further input to inform any incomplete aspects.
The final Review report will also include summaries of any supporting source information and interviews.

Timing and deliverables:

The major output from this Review will be a Review Report, including sections on:
· Approach and methodologies
· Findings
· Recommendations
Dates : Milestone / deliverable
November 2016 : Preliminary review of existing documentation
Dec 2016 – Feb 2017 : Data compiled and provided to the consultants
February 2017 : Consultant desktop review
March 2017 : Consultant field trips, interviews, further review
April 2017 : Consultant drafting report
Management arrangements:
The Consultant will be contracted directly to Live & Learn Environmental Education, and report to the International Program Manager.
Evaluator Competencies and Requirements:
A highly experienced team or individual is sought, which must fulfill the following:
  • Experience conducting Reviews for large programs (e.g. upwards of $5million AUD)
  • Working familiarity with DFAT’s objectives and indicators
  • Experience in evaluating WASH Programs. Knowledge of sanitation marketing is a particular bonus
  • Experience in business management, social enterprise, or similar
  • Experience in the Pacific
  • Ability to meet the timeframes of the Review
How to apply:
Please send an email to, detailing:
  • A CV/s demonstrating experience and expertise relevant to this Review
  • Examples of similar reports completed, where possible
  • An Expression of Interest including:
  • A summary of skillsets and how you/your team can meet the deliverables
  • Proposed schedule/timeline and draft methodology
  • Proposed costs / daily rates References and referee contact details

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