BERTHA CENTRE

FOR SOCIAL INNOVATION & ENTREPRENEURSHIP

REQUEST FOR PROPOSALS FOR DEVELOPMENT OF

MONITORING & EVALUATION FRAMEW ORK

TERMS OF REFERENCE

13 Feb. 17
____________________________________________________________________________________

1. Background

The Bertha Centre for Social Innovation and Entrepreneurship is the first academic centre in Africa
dedicated to advancing social innovation and entrepreneurship. It was established as a specialised
unit at the UCT Graduate School of Business in late 2011, in partnership with the Bertha Foundation,
a family foundation that works with inspiring leaders who are catalysts for social and economic
change. Today the Centre is a dynamic space, with several programme areas in Advancing Social
Innovation, Education Innovation, Inclusive Health Innovation, Innovative Finance and ScaleShift,
with a strong focus on South Africa and Africa.

The core approach of the Bertha Centre has been to uncover, pioneer and connect social
innovations and social entrepreneurs that work to generate inclusive opportunities and advance
social justice in our country and continent. Since inception, our team has uncovered over 300
innovative models, programmes and solutions; convened over 5,000 citizens and practitioners
across sectors; tested the feasibility of pioneering social solutions ranging from social impact bonds,
social franchising, and social innovation hubs; and produced numerous knowledge outputs and
publications and awarded over R4m in Bertha Scholarships to over 40 African students.
Furthermore, the Raymond Ackerman Academy for Entrepreneurial Development and the MTN
Solution Space are additional programmes related to the Bertha Centre.
In five years, our team has played a leading role in integrating social innovation into the university,
making it the first business school in the world to put social impact and innovation at the heart of
its work. Social Innovation & Entrepreneurship is now one of the schools three strategic themes in
its 5-year strategy. In 2015, the Bertha Centre was awarded the Distinguished Award for Social
Responsiveness at the University of Cape Town. In 2016, the school hosted the first MBA in the
world to have Social Innovation in its core curriculum and opened its satellite campus in Philippi
Village.

2. Purpose, Objectives & Scope of Work

Over the past five years, the Bertha Centre has grown in the scope and reach of its work. It is now
at a critical time moving into its next five-year strategy and an exciting phase in its development.
The next five-year strategy builds on the vision and mission established as the original intent of the
Bertha Centre, and speaks to the types of opportunities that they will seek to engage in going
forward.

The Bertha Centre recently undertook an evaluation of the first five years of its work. It is also in
the midst of developing a Strategic Plan for 2017-2018. Guided by this Evaluation Report and our
new Strategic Plans mission and strategic objectives, the Bertha Centre is now in need of a Service
Provider to:

1. Develop a monitoring and evaluation (M&E) framework for measuring the centres performance
in line with its strategic plan; the framework should encompass the following key elements:
a. Programme goals definitions;
b. Programme indicators;
c. Baseline and targets;
d. Data flow processes;
e. Data sources and data collection points;
f. Data collection tools;
2. Identify the most appropriate metrics for measuring the impact of the Bertha Centres
programmes into the next 5 years. The metrics should be targeted to measuring the outputs,
outcomes and impact.
3. Develop the Terms of Reference (ToRs) for the design of the M&E system based on the
framework.
4. Develop the job description for the Bertha Centre internal resource that will be responsible for
manging the M&E function internally.

3. Stakeholder involvement

Stakeholder participation is fundamental to this brief. The Service Provider is expected to conduct
a participatory workshop providing for active and meaningful involvement by investment partners,
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beneficiaries, Bertha Centre, RAA staff and other interested parties. Stakeholder participation is to
be an integral component of the M&E design and planning; information collection; the development
of recommendations; and the framework.

4. Accountabilities and Responsibilities

The Bertha Centre will assign a Project Manager to represent it during the project. Together with
the Bertha Centres COO, the Project Manager will be responsible for:

Overall responsibility and accountability for the project;

Guidance throughout all phases of execution;
Approval of deliverables;
Act as the Centres key and primary contact person.

The Service Provider will report to Berthas Project Manager.

5. Deliverables

This engagement is intended to run over a three months time period from 1 March 2017 31 May
2017, with the following deliverables:

1. Monitoring and evaluation framework as outlined in section 2 of this SoW;

2. Performance and impact measuring metrics;
3. ToRs for the design of the M&E computerized system;
4. Job description for the M&E internal resource.

In addition to the above, submissions should be:

Prepared in English only.
Submitted electronically via e-mail and/or on a thumb-drive.
Submitted to the named contact person only.

6. Timings

This project is expected to be completed within three months after the signing of the contract with
the following deliverable timelines.

6.1 Draft Workplan

A draft workplan will be submitted within one (1) week of the signing of the contract.

6.2 Final Workplan

Within one (1) week of receiving Bertha Centres comments on the draft workplan, the Service
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Provider will be required to produce a final workplan for approval by the Bertha Centre.

6.3 First Draft Submission of the key deliverables

The Service Provider will be required to submit the draft M&E Framework, draft TORs for the
development of the M&E computerized system and draft job description for the internal M&E
resource for review by Bertha Centre within six (6) weeks of the approval of the workplan.

6.4 Final Submission

The Service Provider will be required to submit the final deliverables (M&E Framework,
Performance Measuring Metrics, Draft TORs for a computerized M&E System and Job Description
for Bertha Centres internal resource) within four (4) weeks of the receipt of Bertha Centres
comments on the submitted draft.

7. Service Provider qualifications

The monitoring and evaluation Service Provider is expected to be:

A reliable and effective project manager with extensive experience in formulating monitoring
and evaluation frameworks and a proven record in delivering professional results;
Familiar with the work of the Bertha Centre (added advantage) and have some understanding
of the field of social innovation, social entrepreneurship and social impact in the context of a
university;
Relevant professional registrations;
Compliance with UCTs BBBEE policy

8. Application Procedure

Interested consultants should respond with proposals including technical and financial items.
The technical items should include:
Proposed methodology and workplan
Details of previous experience in developing programme monitoring and evaluation
frameworks, highlighting relevant topic or context (social innovation & entrepreneurship,
university centres) and 3 sample frameworks;
CV(s) of proposed consultants that will be assigned to the consultancy mandate, including
nominated Project Leader.

The financial items should include:

Fixed overall quotation in a single currency with the following structure:
o Breakdown of fees per deliverable as per section 6 above
o Other costs
o TOTAL amount in South African Rands (ZAR)

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Further documentation, including recent evaluation report, draft strategic plan 2017-2018, existing
programme metrics, is available to credible consultants interested in submitting a proposal, and will
be forwarded upon request of such documentation.

The proposals will be assessed based on previous experience, best value, i.e. best quality and
cost-effectiveness of the proposed offers, and BBBEE considerations. Only quotations that include
both technical and financial proposals will be considered.

Proposals must be submitted using the attached Annexure A (Proposal Template) and must be
submitted to Miss Katusha de Villiers katusha.devilliers@gsb.uct.ac.za by 24 February 2017.

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9. Annexure A Proposal Template (this template must be used as a guide, interested service
providers are welcome to add any pertinent sections and details to the proposal as they deem
fit)

Table of Contents
1 Introduction ................................................................................................................ 7
2 The Scope .................................................................................................................. 7
2.1 Project scope ................................................................................................................. 7
3 Proposed Solution and Methodology ...................................................................... 7
4 The Fit ......................................................................................................................... 7
4.1 Service Providers experience in similar projects ........................................................... 7
4.2 Brief bios of the team and their relevance to the project ................................................ 7
5 Project Implementation/ Work Plan ......................................................................... 7
6 Project Costs ............................................................................................................. 7
7 Payment Schedule ..................................................................................................... 8
8 Communication Plan ................................................................................................. 8
9 Project Risk Management Plan ................................................................................ 8
Risk Management Plan ................................................................................................... 8
10 Annexures .................................................................................................................. 8

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 1 Introduction

2 The Scope
2.1 Project scope
(Instruction) Scope as determined by Bertha Centre (copy and paste)

3 Proposed Solution and Methodology

(Instruction) - Brief explanation of the proposed approach and methodology.

4 The Fit
4.1 Service Providers experience in similar projects (minimum of three (3) past
projects conducted as a primary service provider)

4.2 Brief bios of the team and their relevance to the project

5 Project Implementation/ Work Plan

(Instruction) using the below table please detail the implementation plan based on the above
proposed solution and methodology.

Area 1:
Activities Outputs/ Deliverables Timelines Responsible person(s)

- - - -

Area 2:

Activities Outputs/ Deliverables Timelines Responsible person(s)

- - - -

Area 3:

Activities Outputs/ Deliverables Timelines Responsible person(s)

-
- - -

Area 4:

Activities Outputs/ Deliverables Timelines Responsible person(s)

- - - -

6 Project Costs
(Instruction) - Please indicate the fixed overall quotation in a single currency (ZAR) with the following
structure, including direct costs and VAT:

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 Deliverable LoE (days) Unit Cost Total

7 Payment Schedule
(Instruction) - Please indicate the payment schedule using the following structure:
Number Deliverable Invoice date
1.
2.
3.
4.

8 Communication Plan
Item (what) Timeline/ Date Method (how) Key Contact
(when) (who)

9 Project Risk Management Plan

Risk Category Probability Mitigation

10 Annexures
Sample frameworks developed
CVs of consultants assigned to the project
BBBEE certificate
Professional registrations and certificates