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Ref.
2024/CEOGGBEP/11446

Job offer type
Experts

Type of contract
Service contract

Activity sectors
Sustainable development ; Género, derechos y modernización del Estado

Deadline date
2024/07/14 17:27

Duration of the assignment
Long term

Contract
Freelancer

Duration
30 months

Mission description

The capitalisation expert will be involved across the 3 projects to rationalise the results during the implementation and must :

-        Retrace and document the progress of the projects and the operational and/or strategic choices made in order to keep a written record and contribute to the collective memory;

-        Draw lessons from the implementation of the projects by identifying effective operational methods and good practices developed in order to consolidate the lessons learned;

-        To share the key lessons learned from the projects and the above-mentioned approaches in order to contribute to strategic thinking on the olive sector in the country and to pass on the achievements of the programme to the partner institutions;

-        Promote the achievements and good practices developed by the beneficiary authorities.

 

The expected results of the service are as follows:

·       Review and refine the theory of change and the logical framework of the projects (indicators, targets, sources of verification).

·       Review and refine the methodology and tools for collecting, analysing and managing data: quality control, measuring results (objectives, variables, quantitative data, aggregations). Where necessary, update the baseline informing the initial value of all project indicators.

·       Define the scope of project capitalisation based on an in-depth analysis of the project's areas of intervention and the expectations of stakeholders.

·       Propose the most appropriate capitalisation tools to be developed and implemented during the various phases of the project.

·       The chosen capitalisation approach requires support. The aim will be to enable the stakeholders to understand the issues involved in the capitalisation process, to define the different phases and to discover the capitalisation methods and media and be able to use them.

·       Present the activities, their implementation stages, success factors and lessons learnt from the following experiences

·       Drafting capitalisation documents such as "policy briefs" or other communication media.

Project or context description

Context

 

Expertise France, the French implementing agency for international technical cooperation, is working with the Directorate-General for Structural Reform Support (DG REFORM) (European Commission) in order to help EU countries to design and implement reforms as part of their efforts to support job creation and sustainable growth. To this end, EU Member States submit requests for support under REGULATION (EU) 2021/240 establishing a Technical Support Instrument.

The Governance Department, in particular the Public Management Transparency and Accountability Unit of Expertise France implements several projects through this support.

Description of the projects

 

A.      Sustainable for Local Public Finances

 

Approved in 2015 by the United Nations (UN), the 2030 Agenda for Sustainable Development Goals (SDGs) set the global development agenda for the next fifteen years, highlighting essential actions for humanity and the planet.

The European Union (EU) has contributed to the creation of the SDGs and has shown proactivity to implement them. More specifically, the European Commission (EC) has prioritized sustainable development throughout its mandate, highlighting the significance of the Sustainable Development Goals (SDGs) for all EU Member states. The full implementation of the 2030 Agenda is "crucial to strengthen resilience and prepare the world for future shocks”. It has committed to carry the 2030 Agenda through its internal and external policies, as mentioned in the (i) 'Towards a Sustainable Europe by 2030' reflection paper , (ii) the European Green Deal, (iii) the European Commission's political priorities and its work program.

While the UN framework for SDGs is focusing on national policies, efforts to decentralize the integration of SDGs are ongoing, including focusing attention on the links between local actions and global challenges . In fact, the SDGs also have a regional dimension, sometimes called 'localisation'. Achieving around 65 % of the targets is estimated to depend on input from local and regional authorities. Successful implementation of the goals depends largely on effective cooperation between national and local stakeholders and mechanisms to act on the ground. The annual High-level Political Forum (HLPF) - the central UN platform for the follow-up and review of the 2030 Agenda for Sustainable Development and SDGs at the global level - also promotes input from regions and cities. The platform presents an overview of local SDG measures globally, a sample toolbox, and a selection of Voluntary Local Reviews, in which several examples originated from European regions and cities. SDG 11 on 'Sustainable cities and communities' covers such issues as public transport, air pollution, housing, waste and safety. The involvement of regional and local governments is key to national achievement towards this goal since they have a direct implication in the implementation of such policies. In addition, other SDGs such as SDG 13 (climate change), SDG 7 (affordable and clean energy), SDG 10 (reducing inequalities) and/or SDG 16 (strong institution) are at the core of actions and concerns for local governments, as demonstrated for instance by the cities stemming from the European CSPF  (the beneficiary of this technical assistance), having tackled these challenges and goals since 2020 showcasing and exchanging concrete cases and solutions. The SDG framework is thus a useful political orientation for territorial strategies, with the possibility to adjust the specific targets and indicators under each goal to the local context and within local jurisdictions.

Monitoring SDGs at the local level can, therefore, help support the overall implementation of the SDGs, reinforce local efforts, support regional development strategies, and provide transparent information about within-country trends. This involves budgeting for the SDGs at the local budgetary framework level. SDG budgeting is a key tool as it enables accountability of public expenditures and their impact on achieving set objectives. This strategic approach involves the allocation and evaluation of financial resources based on anticipated development outcomes, thereby emphasizing effective and efficient use of public funds. Integrating development goals into the budgetary process helps direct spending towards priority sectors, promote equitable resource distribution, and maximize positive societal impact. SDG budgeting also highlights cross-cutting goals, encouraging an integrated approach to address complex challenges. By adopting this approach at the local level, cities could enhance the relevance, coherence, and sustainability of their budgetary policies, thus significantly contributing to the achievement of long-term development aspirations.

The European Parliament has expressed its support for an overarching European sustainable development strategy and increased involvement of regional, local and civil society organizations in SDG implementation.

Achieving the Sustainable Development Goals demands a systemic approach, with planning, economic, finance and other relevant authorities working closely transversally. It will heavily depend on successfully tackling trade-offs and leveraging synergies within this broad agenda. Public policies should be coherent with one another, and evidence based.  A solid knowledge capacity needs to be built to prevent policies unintentionally creating unsustainable patterns.

One the one hand, policy-making that takes into account both interactions among the SDG goals and targets, and of the SDGs with other policy agendas, guarantee the sustainability of the impacts. On the other hand, innovative methods and tools can enhance capacity to adopt systemic integration of the SDGs, both within authorities and among other actors. A data-informed analysis of interactions can provide more coherent and effective decision-making, follow-up, and monitoring, and encourage knowledge gathering, learning processes and multi-actor partnerships. Systemic analysis can support both prioritization by identifying areas where action can best support overall SDG progress and avoid unnecessary conflicts between goals; but also help to identify the best collaboration mechanisms between different actors on specific issues to their mutual advantage.

 

Project general objective

The general objective of this project is to support European cities in aligning their public finances management practices with Sustainable Development Goals (SDGs), supporting their efforts to implement and achieve the Agenda 2030, which could encourage investment, increase competitiveness, and assist in achieving sustainable economic and social convergence, resilience, and recovery. This should also strengthen institutional and administrative capacity at municipality level, to facilitate socially inclusive, green, and digital transitions, to effectively address the challenges identified in the country-specific recommendations and to implement the Union law.

Specific objectives

The specific objective(s) of this Project is:

·       to support Bordeaux Metropolis, the city of Barcelona, the city of Hamburg, and the city of Amsterdam to design, develop and implement reforms;

·       to support Bordeaux Metropolis, the city of Barcelona, the city of Hamburg, and the city of Amsterdam to align their budgeting practices and policy frameworks with Sustainable Development Goals and promote these practices among other cities within the European Union.

The achievement of the objectives of this Project will depend on the follow-up actions undertaken by Bordeaux Metropolis, the city of Barcelona, Hamburg, and Amsterdam.

 

B.      Green Budgeting for regions

Following the Technical Support Instrument (TSI) 2024 call, two European regions requested for specific and tailored technical support from DG Reform for the development of transparent and easily applicable method for climate tagging, as well as its integration in the budget cycle. The Regional Ministry of Environment and Climate of Lombardy (Italy) as well as the Ministry of Finance of Baden-Württemberg (Germany) requested this specific support to achieve climate neutrality by 2040. These two regions are members of the interregional network “Four Motors for Europe”.

Project general objective

The general objective of this Project is to support Italy (in particular, the Regional Ministry of Finance and Ministry of Environment of Lombardy), Germany (in particular, the Ministry of Finance of the State of Baden Württemberg) and Greece (in particular, the Ministry of Economy and Finance) in their efforts to implement reforms, which could encourage investment, increase competitiveness, and assist in achieving sustainable economic and social convergence, resilience and recovery. This should also strengthen their institutional and administrative capacity, including at regional level to facilitate socially inclusive, green and digital transitions, to effectively address the challenges identified in the country-specific recommendations and to implement Union law.

 

Specific objectives

The specific objective(s) of this Project is to support the beneficiaries to design, develop and implement reforms.

 

C.      Gender Mainstreaming in Public Policy and Budgeting

Several Member States’ requests for technical support have been grouped together in order to create synergies, enable comparisons and facilitate peer-to-peer learning and exchanges.

The project will support twelve beneficiary authorities in nine Member States, both at central and decentralised levels, including administrations responsible for gender equality policies, sectorial policies, or budgetary processes.

Initially, the project was designed to support nine beneficiary authorities from seven Member States – i.e. the first cohort of beneficiary authorities. However, as the project unfolded, the visibility of the Output of the project increased through various activities, such as workshops, conferences, and online trainings. Consequently, four additional beneficiary authorities – i.e. the second cohort of beneficiary authorities - expressed their interest to join the project in late 2023. These new participants are set to become active partners by June 2024. The project has developed a streamlined approach to smoothly onboard new beneficiaries and integrate them into the ongoing project workflow. These newcomers will engage in the same project processes and benefit from numerous capacity-building exercises and direct technical assistance through the end of 2025.

The first cohort of BAs includes:

1.       City of Strasbourg, France

2.       Ministry of Labor, Social Affairs, Health and Equality (Ministerium für Arbeit, Soziales, Gesundheit und Gleichstellung), Land of Sachsen-Anhalt, Germany

3.       Ministry of Science, Research, Equality and Districts; Free and Hanseatic City of Hamburg (Behörde für Wissenschaft, Forschung, Gleichstellung und Bezirke; Freie und Hansestadt Hamburg), Land of Hamburg, Germany

4.       Senate Department for Science, Health, Care and Equality - Department for Women and Equality III D1 (Senatsverwaltung für Wissenschaft, Gesundheit, Pflege und Gleichstellung Abteilung Frauen und Gleichstellung, III D 1), Land of Berlin, Germany

5.       Comissão para a Cidadania e a Igualdade de Género (Commission for Citizenship and Gender Equality, CIG), Portugal

6.       Department of Children, Equality, Disability, Integration and Youth (DCEDIY), Ireland

7.       Ministry of Social Cohesion and Family, General Secretariat for Equality and Human Rights (GSEHR), Greece

8.       National Agency for Equal Opportunities for Women and Men (NAEO), Agentia Nationala Pentru Egalitate de Sanse pentru Femei si Barbati (ANES), Romania

9.       Department of Equal Opportunities, Government of Italy

The second cohort of BAs includes:

1.       Ministry of Social Cohesion and Family, General Secretariat for Equality and Human Rights (GSEHR), Greece

2.       Ministry of Economy and Finance, Government of Italy

3.       Ministry of Finance, Cyprus

4.       Ministry of Finance and Public Administration, Spain

In total, 12 BAs will participate in common activities, while 10 BAs will receive individualised support (8 from the first cohort and 3 from the second cohort; Greece has the same beneficiary authority for both cohorts).

Project general objective

The general objective of the project is to contribute to gender mainstreaming through the application of gender budgeting, gender-based analysis, gender impact assessment, gender action plans, or other relevant tools, in order to foster the implementation of policies and responsive mechanisms that better take into account equality between women and men.

Specific objectives

The specific objectives of the project are:

1.       Identify good practices and needs, and formulate consistent capacity building strategies.

2.       Enable each beneficiary authority to develop a Gender Action Plan, including priority actions and measures, and build capacities for applying and utilizing gender mainstreaming tools.

3.       Provide tailored and tested methodological guidelines to support the implementation of good practices and tools for gender mainstreaming.

Required profile

Qualifications and skills:

-        University degree in a relevant discipline and in-depth knowledge of monitoring/evaluation;

-        Excellent qualities/capabilities :

-        Communication and transmission of knowledge,

-        Analysis (quantitative and qualitative) and problem solving,

-        Synthesis and writing skills,

-        teaching skills.

 

Professional experience :

-        Proven experience in knowledge capitalisation and transfer,

-        Proven experience in designing tools on reflection and lessons learned,

-        Excellent command of quantitative and qualitative data collection and analysis (conducting interviews, focus groups, surveys, etc.),

-        Understanding of gender and green budgeting issues,

-        Experience in monitoring and evaluating international cooperation projects, particularly projects supporting agricultural sectors,

-        Professional experience in European countries, in particular in EU-funded projects

Additional information

 

-          This part-time position consists in a maximum of 13 days per month depending each duration of the projects, the maximum being 30 months.

-          Deadline for application is July 15th

-          Beginning of activities is expected in July 2024

Selection criteria for applications

The selection process for candidates will be based on the following criteria :

  • Candidate’s experiences linked with the expert mission
  • Candidate's knowledges related to local context (country or region intervention)

Deadline for application : 2024/07/14 17:27

File(s) attached : TdR Capitalisation expert.docx

Expertise France is the public agency of French international technical cooperation. The agency operates around four priorities:

  • democratic, economic and financial governance;
  • security and stability of countries in crisis/post-crisis situations;
  • sustainable development;
  • strengthening health systems, social protection and employment.

In these areas, Expertise France carries out engineering and implementation missions for capacity building projects, mobilizes technical expertise and acts as an aggregator of projects involving public expertise and private know-how.

With an activity volume of 233 million euros, more than 400 projects in portfolio in 80 countries, and 63,000 days of expertise, Expertise France focuses its action towards France’s solidarity policy, influence and economic diplomacy.

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