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Consultancy for the Final Evaluation of the Project "Supporting the Integration of Venezuelan Refugees and Migrants into Peruvian Host Communities through Socioeconomic Intervention

Lima, PeruGrade UGConsultancy (Up to 11 months)IOM
Closing in 2 daysPosted Jul 9, 2026

4. Criteria of Evaluation

This evaluation will apply the standard evaluation criteria for development projects, following the definitions and guidelines of the OECD-DAC (Development Assistance Committee of the Organization for Economic Co-operation and Development) as revised in 2019[1].
The final evaluation aligns with IOM’s Evaluation Policy [2]and guidelines[3] and relevant OECD-DAC evaluation criteria, including effectiveness, efficiency, impact, and sustainability to provide good practices, lessons learned and recommendations for future programming.
Aligned with these principles of utility of evaluation criteria, the objectives of the evaluation exercise, and the Utility Norm and Evaluability Standard of the United Nations Evaluation Group (UNEG)[4], the following six criteria will be considered:
  • Relevance: Degree to which the intervention responds to the needs, priorities, and context of the target population and stakeholders.
  • Coherence: The extent to which the intervention is compatible and aligned with other interventions, policies, strategies, and needs, and how well it complements or avoids duplication with other actors’ efforts.
  • Effectiveness: The extent to which the intervention has achieved, or is expected to achieve, its objectives and results, including differentiated results among groups.
  • Efficiency: The extent to which the intervention delivers, or is likely to deliver, results in an economic and timely manner.
Impact: The extent to which the intervention has generated, or is expected to generate, significant effects -positive or negative, intended or unintended-at the highest level.[5]
  • Sustainability: Likelihood that the benefits of the intervention will continue after external support has ended.

Also, it will be important to consider a separate section for cross-cutting issues as the extent to which the intervention integrated and addressed key themes such as gender equality, human rights, environmental sustainability, and inclusion of vulnerable groups.

5. Questions of Evaluation

Below is a list of questions derived from the previously mentioned objectives and criteria. This list is not exhaustive and may be adjusted during the inception phase in discussion with the evaluator and based on the scope of the evaluation and the available resources and duration. A finalized version will be included in the inception report.

The inception report must include an evaluation matrix in which the evaluator specifies sub-questions, measurement indicators, sources of verification, and data collection and analysis methods aligned with the project performance rating matrix.

Criteria Evaluation questions RelevanceWere the intervention’s objectives and design appropriate to the country context, responsive to identified socioeconomic integration and aligned with national priorities? CoherenceTo what extent were there operational overlaps or duplications (if any) across actors and initiatives? What were the drivers (mandates, geography, targeting, timing), and what corrective options exist? EffectivenessTo what extent has the project achieved the proposed results, what factors and main challenges supported or hindered achievement, and how were those challenges addressed?Were the risks and contingencies faced by the project monitored and managed appropriately and in a timely manner, including those related to the institutional stability of the country?How effective were civil society engagement modalities (partnerships, referrals, outreach, co-delivery) in achieving intended results, and what enablers/barriers shaped IOM’s performance and participation? EfficiencyHow efficiently were the resources used to achieve the intended results in line with the implementation context?To what extent did coordination arrangements and/or overlaps with other initiatives affect efficiency and value for money, and what practical measures could have improved efficiency through coordination or sequencing? ImpactIs there systematic evidence of changes in the perception of socioeconomic integration among the Venezuelan migrant population, to which the project has contributed at the national and local levels?Has a positive change in behaviors and habits been objectively observed among populations that received MHPSS (Mental Health and Psychosocial Support) assistance?Did the project generate unintended results related to the perception of socioeconomic integration among Venezuelan migrants with the host community, or regarding IOM’s relationship with its counterparts?To what extent did labour market inclusion interventions contribute to improved employment status, income generation, and employment retention among beneficiaries?To what extent has the project contributed to reducing socioeconomic vulnerabilities among refugees, migrants, and host community members? SustainabilityTo what extent have local institutions adopted, replicated or institutionalized project approaches?What financial or operational mechanisms exist to continue services after project closure? Cross-cutting issuesTo what extent were rights-based, protection-sensitive, Do No Harm, gender equality, age considerations, and the specific needs of women, men, boys, girls, and marginalized groups effectively addressed and integrated into the interventions?

6. Methodology and methods

This final evaluation will use a non-experimental design and mixed-method approach including both qualitative and quantitative data. The evaluator is expected to propose an approach and data collection and analysis methods that enable credible, valid, and reliable answers to the evaluation questions, generate practical recommendations, and identify lessons and potential good practices from the project’s design, implementation, and monitoring processes—all while considering the cross-cutting issues mentioned above. Basic parameters for methodological proposal:

  • Data collection methods must be carefully selected to produce reasonable empirical evidence in support of the evaluation criteria, questions, and objectives.
  • Data triangulation will be used to ensure credibility and validity of findings. Conclusions and recommendations will be validated at key stages of the evaluation process with stakeholders—without compromising the evaluator’s independence.
  • The proposed methodology must outline a mixed-method approach for data collection and analysis, clearly describing how different sources of evidence will be used to triangulate information and assess how the observed results can realistically be attributed to the project while taking into account other factors that might also have influenced those results.

Data Collection Methods may Include (but are not limited to):

  • Document review to gain an understanding of the context, as well as the documents that support the planning, implementation, and results of the intervention.
  • Semi-structured interviews and focus groups with stakeholders, partners, and beneficiaries.
  • Surveys with beneficiaries and stakeholders.
  • Secondary data analysis using project monitoring data for outcome indicators

MethodPossible SourcesDocumentReviewProject documents, interim and final reportsToRs for consultancyGovernment correspondenceNarrative reports from suppliers, socio implementing partners and consultantsMeans of verification de las activities del project (e.g., Training/activity/events reports elaborated by suppliers and socio implementing partners and its participats’ lists) Semi-Structured interview Key representatives from the DonorIOM project managerIOM team membersFocal points of Government counterparts Implementing partnersFocus GroupTeachers from educational institutions where the project was implemented (1 FGD in each region/in person)Migrants and host community members participated in project activities (1 FGDs per output 1, 2 and 4 and per region/ in person)SurveyOnline and/or phone-based surveys targeting beneficiaries.A stratified sample will be used, considering the regions of Lima and Callao, Tumbes, and Tacna and per output. Additionally, the sample design will consider a 95% confidence level and a 0.05 margin of error.Sample distribution: Total sample size : 354Lima: 200 Tumbes: 100 Tacna: 54 The modules to be considered in the instrument must be aligned with the outcome indicators:Perception of socioeconomic integration among migrants and refugees (applied to the full sample, including 10% of beneficiaries receiving MHPSS services)Effective labor market inclusion (applied to 30% of the sample, based on service received)Income improvements from business training/seed capital [6](applied to 30% of the sample)Legal guardians of children/adolescents demonstrating awareness of school enrollment procedures (applied to 30% of the sample)

The evaluation team is encouraged to use innovative approaches for data collection and analysis. Proposals must clearly define the specific role of each methodological approach in answering the evaluation questions.

7. Limitations

In line with the OECD-DAC evaluation criteria, this final evaluation seeks to assess the extent to which the project contributed to the intended higher-level results, including improvements in livelihoods, economic integration, social cohesion, and other relevant changes among beneficiaries and stakeholders. As such, the evaluation includes an analysis of the project's impact dimension.

However, it is important to note that this evaluation given its scope and budget is not designed as a formal impact evaluation. Consequently, findings related to impact should be interpreted with caution and understood primarily as evidence of contribution rather than proof of causality. The project's achievements and potential impacts will be assessed by triangulating information from multiple sources, including primary data collection with beneficiaries and stakeholders, project monitoring data, administrative records, and other secondary sources. This mixed-evidence approach will allow the evaluation to identify perceived and documented changes associated with the intervention and assess the extent to which project outcomes have contributed to broader development objectives. The findings should therefore be interpreted as an assessment of outcomes’ contributions, rather than a rigorous impact evaluation in the methodological sense.

8. Ethics, Norms and Evaluation Standards

The evaluation must adhere to the standards and norms of the United Nations Evaluation Group (UNEG) [7]and the United Nations Principles on Data Protection and Privacy[8], especially regarding interaction with project beneficiaries. The evaluator must adhere to the ethical guidelines of UNEG[9] and its Code of Conduct for evaluations within the United Nations system[10]; in particular, they must sign the Pledge on Ethical Conduct in Evaluation[11].
At all stages, the evaluation must adhere to the Principles of Data Protection [12]and the IOM Data Protection Manual[13], particularly those related to the legal collection of data, obtaining informed consent from individuals, and the protection and confidentiality of personal data. Obtaining informed consent from data sources is a sine qua non condition for data collection, analysis, and use.

Both in its design, execution, and dissemination of results, the evaluation must clearly integrate the rights-based, gender, and disability approaches in accordance with the UNEG and IOM guidelines. It is expected that methodology, methods, tools, and data analysis techniques be gender sensitive. Additionally, the findings, conclusions, and recommendations should reflect an analysis from a gender perspective.

9. Deliverables

The following are the expected products and deliverables resulting from the evaluation process. All documents must meet publishable quality standards, including linguistic, structural, and semantic aspects.

Inception report (Spanish), in accordance with the format indicated in Annex 1. This constitutes the detailed proposal of the evaluator and includes the evaluation analysis, the reconstruction of the Theory of Change of the response, the evaluation matrix, and the data collection instruments. Its approval by evaluation management is a requirement to proceed to the data collection stage, and its quality will be assessed using the inception report quality control tool[14].
A virtual session for presenting and discussing the preliminary findings (Spanish), once the data collection stage is completed and before starting the preparation of the evaluation report.
Draft Evaluation Report (English), in accordance with the format indicated in Annex 3, presenting the findings and conclusions related to the evaluation questions derived from the evidence found, as well as the recommendations derived from the conclusions. Its quality will be assessed using the evaluation report quality control tool[15], and it is expected that its maximum length will be twenty-five (25) pages, excluding annexes, cover page, table of contents, and lists (of acronyms, tables, figures, etc.).
Final version of the Evaluation Report (English), once the observations presented to the draft version by the evaluation management have been considered.
In-person presentation (English) of the evaluation results addressed to the Donor, IOM staff, implementing partners, and stakeholders. Include a summary slide of the methodology used and the implemented instruments.
Information sheet about the evaluation (English), prepared according to the format indicated in Annex 3 and completed according to the guidelines in Annex 4. This does not replace the executive summary, which is part of the evaluation report. This document should be presented in Spanish and English.
Partially completed management response matrix by the evaluator (English) (recommendations section), using the IOM template from Annex 7.

10. Specification and Roles

A Reference Group for the Evaluation (GRE) will be established to promote ownership and use of the evaluation findings. This group:

  • Will be composed of the project manager, the Regional M&E Officer, a representative of the Fund, the Regional Thematic Specialist, and the coordinator of the thematic area in the country office.
  • Will review the inception and final reports and provide written comments through the evaluation manager.
  • Will participate in the presentation of preliminary findings, validation of recommendations, and the final presentation of results by the evaluator.
  • Will provide information and guidance during the inception phase useful for defining the final design of the evaluation and identifying key data sources.
Evaluation Manager: Once the Terms of Reference (ToR) have been developed, the evaluation manager will provide technical oversight of the evaluator to ensure the timely and proper delivery of expected outputs. They will gather the project information required for the evaluation and make it available to the evaluator in coordination with the Project Manager or their delegate. The manager will coordinate the distribution of evaluation products among GRE members, compile comments, and forward them to the evaluator within the agreed deadlines. They will convene the GRE for meetings to present findings and conclusions according to the established schedule. The manager will send the final versions of the evaluation documentation to the Fund and the Central Evaluation Unit (EVA) for inclusion in the global repository. They will also introduce the evaluator to the individuals participating in the evaluation, both within IOM and among other project stakeholders. The manager will assess the quality of evaluation products based on the criteria outlined in the Guidelines and may consult with the Regional M&E Officer for technical advice, if needed.
Evaluator: In accordance with the ToR, the evaluator must maintain close communication with the evaluation manager to ensure the successful and timely implementation of the evaluation. The evaluator will ensure adequate triangulation of data sources and clearly indicate the level of evidence supporting the findings. The evaluator will include in the Inception Report a detailed description of the data analysis methods and their associated reliability. The evaluator will independently apply the inception report and evaluation report quality control tools before submitting the draft reports to the evaluation manager.

Donor: The Korea International Cooperation Agency (KOICA) will review the final draft report and the Evaluation Brief submitted by the evaluator to provide feedback and formally validate the deliverables.

11. Work Plan

The timeframe for implementing this evaluation is a maximum of 15 calendar weeks. The evaluator may propose a shorter duration with proper justification, while ensuring that the deliverables meet the expected content and quality standards.

Below is a summary of the main milestones:

Phase 1: Inception. This phase focuses on the production of the Inception Report, based on document review and interviews with evaluation users. It includes evaluability assessment, the reconstruction of the Theory of Change (ToC), the development of the evaluation matrix, the definition of the sampling strategy, and the creation of data collection and analysis tools. Approval of the Inception Report by the evaluation manager is a prerequisite to proceed to the next phase.
Phase 2: Data Collection and Analysis. This involves the implementation of data collection activities from primary and secondary sources, according to the design and tools included in the approved inception report. Once data collection is completed, the evaluation team presents preliminary findings to the evaluation users. Then, the team applies the quantitative and qualitative analysis methods to analyze and triangulate the data collected, and derive evidence-based findings, conclusions, recommendations, lessons learned, and good practices.
Phase 3: Report Production and Dissemination. The evaluation team produces the first draft of the final evaluation report for review and comments by the users. A workshop is being held to discuss the feedback on the report and to validate the recommendations. Based on this feedback, the team develops the final version of the report and an information sheet. A final presentation of the results marks the conclusion of the evaluation team’s activities.

Project phaseActivityResponsible PartyDuration (Days)ScheduleImplementation phase(Aug)Definition of the Evaluation Reference GroupEvaluation Manager1.00Week 1Kick-off meetingEvaluation Manager / Project Manager / RPMEO / Evaluator1.00Week 1Review of project documentsEvaluator5.00Week 1Design of data collection instrumentsEvaluator2.00Week 2Validation of data collection instrumentsEvaluation Manager3.00Week 2Preparation of inception report draftEvaluator2.00Week 2Review of inception reportEvaluation Manager / RPMEO3.00Week 3Finalization and presentation of the inception reportEvaluator2.00Week 3Closure phase(Set-Oct)Preparation and review of interview/focus group participant listsEvaluation Manager / Project Manager2.00Week 3Data/information collectionEvaluator20.00Week 4,5,6Processing of collected data/informationEvaluator4.00Week 7Analysis of qualitative dataEvaluator4.00Week 7, 8Pesentation of preliminary findingsEvaluator1.00Week 8Drafting of evaluation reportEvaluator5.00Week 8Review and feedback on draft evaluation reportEvaluation Reference Group /RPMEO3.00Week 9Production of final version of the evaluation reportEvaluator10.00Week 9,10Review and feedback on final evaluation reportEvaluation Reference Group /RPMEO5.00Week 10, 11Presentation of summary findings and conclusionsEvaluator1.00Week 11Preparation of Evaluation Information SheetEvaluator2.00Week 11Review and validation of Evaluation Info SheetEvaluator2.00Week 12Final version of Evaluation Info SheetEvaluation Reference Group /RPMEO3.00Week 12Closing meetingEvaluation Manager1.00Week 12

12. Budget

A maximum budget of USD 15,000.00 (fifteen thousand and 00/100 US dollars) is available, which will allow for the hiring of an external evaluator or a specialized provider for conducting evaluations. The evaluator or the provider offering the evaluation service must take into account all costs necessary to carry out a high-quality evaluation and ensure the quality of the deliverables in the financial proposal they submit.

International consultant

PAYMENT DATEAMOUNT BUDGET ALLOCATION WBLDEADLINEPayment 1: Within 10 days after submission of the inception report$2,250 (Two thousand two hundred fifty dollars and 00/100)IS0137 / Task X:1:2:00110 days after the start of the consulting service.Payment 2: Within 10 days after submission of the drafting of evaluation report$4,500 (four thousand five hundred and 00/100 soles)IS0137 / Task X:1:2:001 40 days after the start of the consulting service. Payment 3: Within 10 days after submission of the final evaluation report and information sheet.$8,250 (eight thousand two hundred fifty and 00/100 soles)IS0137 / Task X:1:2:001 82 days after the start of the consulting service.

National consultant

PAYMENT DATEAMOUNT BUDGET ALLOCATION WBLDEADLINEPayment 1: Within 10 days after submission of the inception reportS/8,190[16] (two thousand two hundred fifty 00/100 dollars)IS0137 / Task X:1:2:00110 days after the start of the consulting service.Payment 2: Within 10 days after submission of the drafting of evaluation reportS/16,380 [17] (sixteen thousand three hundred eighty and 00/100 soles)IS0137 / Task X:1:2:001 40 days after the start of the consulting service. Payment 3: Within 10 days after submission of the final evaluation report and information sheet.S/27,300 [18](twenty-seven thousand three hundred and 00/100 soles)IS0137 / Task X:1:2:001 82 days after the start of the consulting service.

[1] See OECD (2020) Mejores criterios para una mejor evaluación y OECD (2021) Applying Evaluation Criteria Thoughtfully. [2] Office of the Inspector General/OIM (2018), IOM Evaluation Policy.[3] Directrices de la OIM relativas al seguimiento y evaluación (2022) Capítulo 5[4]See OECD (2020) Mejores criterios para una mejor evaluación y OECD (2021) Applying Evaluation Criteria Thoughtfully. [5] While this evaluation includes an assessment of the OECD DAC impact criterion, it is not an impact evaluation per se and does not seek to establish causal attribution through a counterfactual design.[6] the survey methodology should include clearer parameters for assessing changes in employment status, employment retention, income generation, businesses continuity, and household economic stability.[7] UNEG (2016) Norms and Standards for Evaluation[8] HLCM (2018) UN Principles on Personal Data Protection Privacy[9] UNEG (2020) Ethical Guidelines for Evaluation[10] UNEG (2008) Code of Conduct for Evaluation in the UN system[11] Can download it in the web of UNEG: http://www.unevaluation.org/document/detail/2866[12] https://www.iom.int/data-protection[13] IOM (2015) IOM Data Protection Manual[14] IOM (2022) Guidance on Quality Management of IOM Evaluations. Quality Control Tool – Inception reports[15] IOM (2022) Guidance on Quality Management of IOM Evaluations. Quality Control Tool – Evaluation reports[16] This amount may vary depending on monthly exchange rates.[17] This amount may vary depending on monthly exchange rates.[18] This amount may vary depending on monthly exchange rates.

13. Evaluator Requirements

Experience: Must have more than five (5) years of experience in project and/or program evaluation, in accordance with United Nations standards and applying OECD-DAC criteria. Experience must be verified through documents such as final reports, contracts, certifications, etc. Having worked with United Nations System agencies will be considered an advantage, as will experience in research or evaluation in the areas of migration and socioeconomic integration of migrants. Experience conducting evaluations and studies that are gender-sensitive and aligned with a rights-based approach is also required.
Similar Work: Include at least five previous assignments similar to those required in these terms of reference, specifically Final Evaluation Reports.
Work Team (in the case of consultants and providers): Present the team that will be responsible for the evaluation. Clearly describe the roles and responsibilities of each team member with appropriate justification. Include the CVs of the proposed team.
Other Competencies: Proficiency in the Spanish and English language.

14. Proposal Submission

Proposals must consider the following:

  • Submission of a CV aligned with the requirements specified in this call.
  • Inclusion of supporting documents that demonstrate compliance with the requirements outlined in these terms of reference.
  • Inclusion of technical proposal that must include:
Attach the signed Pledge on Ethical Conduct in Evaluation.[1]
  • The applicant must declare any existing or potential conflict of interest in undertaking this evaluation assignment.
  • Deadline for proposal submission: TBC
IOM contact person: Dorkas Soto Pomachagua – Senior Monitoring and Evaluation Assistant, email: dosoto@iom.int

Additionally, the criteria for evaluating the proposals will be applied as follows:

DESCRIPCIÓNPUNTAJETechnical ProposalMáx. 24 points. (Weight x Score)Weight Each criterion will be evaluated based on the following scale:No cumple = 0 pts.Cumple parcialmente = 1 pts.Cumple totalmente = 2 pts.Supera = 3 pts.The technical proposal and timeline include all activities and are coherently developed according to the objective.2 The provider has at least 5 years of relevant experience and provides supporting evidence.2 The provider has experience in at least two previous assignments similar to those required in these terms of reference.2 The provider has professionals that meet the required profile and attaches the CVs of the team members who will carry out the service, indicating each member's role.1 The financial proposal is itemized, allowing for an evaluation of financial resource usage.1 ii. Financial Proposal Máx. 8 points. The evaluation is conducted using the following formula, assigning the maximum score to the lowest-priced offer and calculating the scores of the other offers as follows:Donde:i = OfferPi = Score of the evaluated offerOi = Socre of Offer iOm = Score of the lowestPMP = Maximum score of itTotal ScoreTotal : The final score is calculated with the following formula:Donde:PO = Score Obtained: sum of (I) + (II)PMP = Maximum Possible ScorePF = Final Score (in percentage)Total Máx. 100 puntos

[1] Can download it in the web of UNEG: http://www.unevaluation.org/document/detail/2866

Required Competencies

IOM’s competency framework can be found at this link. Competencies will be assessed during the selection process.
Values - all IOM staff members must abide by and demonstrate these five values:
Inclusion and respect for diversity: Respects and promotes individual and cultural differences. Encourages diversity and inclusion.
Integrity and transparency: Maintains high ethical standards and acts in a manner consistent with organizational principles/rules and standards of conduct.
Professionalism: Demonstrates ability to work in a composed, competent and committed manner and exercises careful judgment in meeting day-to-day challenges.
Courage: Demonstrates willingness to take a stand on issues of importance.
Empathy: Shows compassion for others, makes people feel safe, respected and fairly treated.
Core Competencies – behavioural indicators
Teamwork: Develops and promotes effective collaboration within and across units to achieve shared goals and optimize results.
Delivering results: Produces and delivers quality results in a service-oriented and timely manner. Is action oriented and committed to achieving agreed outcomes.
Managing and sharing knowledge: Continuously seeks to learn, share knowledge and innovate.
Accountability: Takes ownership for achieving the Organization’s priorities and assumes responsibility for own actions and delegated work.
Communication: Encourages and contributes to clear and open communication. Explains complex matters in an informative, inspiring and motivational way.

Notes

IOM covers Consultants against occupational accidents and illnesses under the Compensation Plan (CP), free of charge, for the duration of the consultancy. IOM does not provide evacuation or medical insurance for reasons related to non-occupational accidents and illnesses. Consultants are responsible for their own medical insurance for non-occupational accident or illness and will be required to provide written proof of such coverage before commencing work.

Any offer made to the candidate in relation to this vacancy notice is subject to funding confirmation.

Appointment will be subject to certification that the candidate is medically fit for appointment, accreditation, any residency or visa requirements, security clearances.

IOM has a zero-tolerance policy on conduct that is incompatible with the aims and objectives of the United Nations and IOM, including sexual exploitation and abuse, sexual harassment, abuse of authority and discrimination based on gender, nationality, age, race, sexual orientation, religious or ethnic background or disabilities.

IOM does not charge a fee at any stage of its recruitment process (application, interview, processing, training or other fee). IOM does not request any information related to bank accounts.

IOM only accepts duly completed applications submitted through the IOM e-Recruitment system (for internal candidates link here). The online tool also allows candidates to track the status of their application.

No late applications will be accepted. Only shortlisted candidates will be contacted.

For further information and other job postings, you are welcome to visit our website: IOM Careers and Job Vacancies

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