The reporting requirements for the evaluation (referred to above as section 8 in a ToR) may include: Some organizations will include an indicative or ceiling budget. Reporting requirements (see immediately below).Roles and responsibilities of different actors.The principles and approach that will guide the evaluation.Intended user(s) and use(s) of the evaluation.Purpose/objectives/rationale for the evaluation.While the ToR or RFP of any evaluation process will need to be tailored to the particulars of that study and follow the requirements of the organization, there are elements which all ToRs / RFPs should include: In addition to the specifics about the project or program and its context, the evaluation –the purpose, scope, key evaluation questions and evaluation methodology (or how they should be developed) – the ToR / RFP should also include reporting requirements, milestones or deliverables, time frames, and relevant contractual requirements. Most of the elements of a formal ToR or TFP for external evaluators are relevant to be included in an internal evaluation brief/agreement. Step 2 already helped to prepare a lot of the information, so writing the ToR is mostly a matter of bringing the necessary information together in this document.įor an internal evaluation - carried out by staff of the organization - the ToR is often called the 'evaluation brief' or the 'evaluation agreement'.
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when milestones need to be reached including when the evaluation needs to be completed.Ĭlick here to jump to information about BetterEvaluation's GeneraTOR: free software to guide you through writing the different sections of a ToR / RFP.who will be involved in the evaluation and,.why and for whom the evaluation is being done.The Terms of Reference (ToR) or Request for Proposal (RFP) are an explicit statement of the resources, roles and responsibilities of the evaluators and the evaluation commissioner or manager including:
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