Under the US CDC project titled, Global Emergency Response and Recovery Partner Engagement: Expanding Efforts and Strategies to Improve Rapid Response to Public Health Emergencies Globally CDC-RFA-GH-23-0042, IOM is seeking a consultant to conduct an evaluation of the Interagency Field Guide on Tuberculosis Prevention and Care among Refugees and Other Populations in Humanitarian Settings to assess how effectively the guide has been used, what has been learned from its application in humanitarian contexts, and to provide recommendations on its utility, uptake, and potential improvements for future use.
Project Context and Scope:
Tuberculosis (TB) remains one of the leading infectious diseases globally, causing significant morbidity and mortality each year. Refugees, internally displaced persons (IDPs), migrants, and other populations affected by humanitarian crises face heightened vulnerability to TB due to poverty, overcrowded living conditions, undernutrition, disrupted health services, and weak health systems.
The International Organization for Migration (IOM) delivers emergency health services to crisis-affected populations worldwide while simultaneously strengthening health systems for recovery and resilience. IOM supports national and local health authorities by strengthening capacity, supplying essential medicines and commodities, and delivering direct health services in humanitarian settings. In addition, IOM works across the mobility continuum to address the health needs of people on the move, including refugees and migrants, ensuring continuity of care and access to essential services.
In 2022, an interagency field guide was developed to strengthen national emergency preparedness and response for TB prevention and care, including prevention, diagnosis, and treatment—in public health emergencies and complex humanitarian settings. This guidance aims to support governments, humanitarian actors, and health partners through the provision of strategic approaches, managerial guidance, and interventions to strengthen TB prevention, diagnosis, care, and treatment in humanitarian emergencies affecting refugees and other displaced populations.
IOM, in collaboration with the U.S. Centers for Disease Control and Prevention (CDC) and other partners, seeks to commission an independent evaluation of this field guide to assess its relevance, usability, and contribution to improving TB services in humanitarian contexts and to make recommendations on how to increase its use in humanitarian settings.
Purpose and Objectives of the Evaluation
The overall objective of this consultancy is to evaluate the Interagency Field Guide on TB Prevention and Care among Refugees and Other Populations in Humanitarian Settings, with a focus on relevant stakeholders’ awareness and understanding of its content, as well as its operationalization and implementation in selected humanitarian contexts.
Specific objectives include:
Assessing stakeholders’ awareness and understanding of the field guide.
Evaluating the extent to which the guide has been operationalized and integrated into TB programming in humanitarian settings.
Operationalization: The evaluation is meant to review how the guide is institutionalized and embedded into national, sub-national or local systems and structures to make implementation possible. This may include:
Adapting the guide’s recommendations to country or humanitarian-context realities (e.g., epidemiology, health system capacity, displacement patterns).
Integrating the guide into national tuberculosis (TB) policies, emergency preparedness plans, standard operating procedures (SOPs), and partner frameworks.
Developing or revising implementation tools such as clinical algorithms, training materials, reporting templates, and monitoring frameworks aligned with the guide.
Allocating roles, responsibilities, and resources among stakeholders to enable application of the guide.
Incorporating the guide into coordination mechanisms (e.g., health clusters, TB working groups).
Implementation: The evaluation should assess the actual execution and on the ground application of the guide recommendations in humanitarian settings to deliver TB prevention and care services among the specific populations of concern. This may include:
Delivering TB screening, diagnosis, treatment, and prevention services in accordance with the guide’s recommendations.
Applying recommended service delivery models (e.g., community-based TB care, integration with primary health services).
Training healthcare workers and frontline responders using materials aligned with the guide.
Coordinating across agencies to ensure continuity of TB care during displacement or emergencies.
Monitoring service delivery outcomes and adjusting programming based on field realities.
Identifying implementation challenges, limitations, and enabling factors.
Assessing the guide’s relevance, effectiveness, efficiency, coherence, impact/outcomes, sustainability/usefulness, and inclusiveness using OECD-DAC evaluation criteria.Recognizing the ambitious scope of applying the full OECD-DAC framework within the consultancy timeframe and across diverse humanitarian contexts, the evaluation will adopt a pragmatic and utilization-focused approach. The analysis will prioritize key learning questions and generate evidence-based, indicative findings rather than statistically representative conclusions, with a view to informing practical improvements and future use of the guide
Providing actionable, prioritized recommendations to:
Improve utilization of the guide in humanitarian settings; and
Inform potential adaptation or updates to enhance the guide’s operational usefulness.
Scope of Work and Key Activities
Under the technical supervision of Senior Programme Officer, Health in Emergencies in IOM and in close collaboration with CDC and other stakeholders, the Consultant will undertake the following activities:
1. Inception Report Development
Develop a detailed Evaluation Inception report, which should include a work plan and methodology, including tools for key informant interviews (KIIs), focus group discussions (FGDs), and field visits.
Coordinate with IOM Headquarters, Regional Offices, and selected Country Offices, as well as relevant CDC counterparts, to support planning and logistics.
Conduct a comprehensive desk review of relevant documents, including:
The interagency TB field guide
National TB policies and strategies
Relevant TB prevention and care SOPs, guidelines, and frameworks, including for humanitarian actors
Existing reports, evaluations, and programme data
Conduct remote KIIs with selected global, regional, and country-level stakeholders as appropriate.
2. Country-Level Consultations and Fieldwork
Conduct in-country consultations in one to two countries (budget dependent) with ongoing humanitarian emergencies where the guide has either been used or not used (to be selected by IOM).
Engage with Ministries of Health, National TB Programmes, humanitarian health organizations, NGOs, UN agencies, and other relevant stakeholders.
Facilitate national and sub-national consultative sessions focusing on:
Sensitization of the field guide
Suggested operationalization and implementation of the field guide
Undertake KIIs, FGDs, and participatory discussions.
Conduct field visits to humanitarian settings (e.g., clinics, health posts, community-based sites, laboratories, etc ) where elements of the field guide are being used or could be applied.
Review available program-level aggregate TB data (e.g., screening, testing, diagnosis, preventive and curative treatment initiation, treatment outcomes).
3. Analysis and Reporting
Analyze findings using the OECD-DAC evaluation criteria outlined below.
Prepare a draft evaluation report, including evidence-based findings and practical recommendations.
Revise the draft report based on two rounds of consolidated feedback from IOM and partners.
Submit a finalized evaluation report.
This comprehensive approach will help identify the guide’s strengths and areas for improvement (e.g., content, framing, formatting), as well as considerations related to its implementation or potential implementation. It will inform decision-makers and steer future implementation or adaptation of the guide. Additionally, it will generate valuable insights for the continuous improvement of TB services in humanitarian settings by providing recommendations grounded in good practices and lessons learned.
Evaluation Criteria
The evaluation will apply the following OECD-DAC criteria:
Relevance
Examine to what extent stakeholders are aware of the guide and how they became informed about it.
Assess whether the field guide addresses current needs and priorities of the target users (e.g., government, humanitarian agencies, NGOs).
Examine alignment with national policies, international standards, and interagency strategies.
Effectiveness
Evaluate to what extent the field guide achieves its intended purpose or objectives.
Consider whether users find it practical, usable, and whether it has influenced decision-making or coordination.
Efficiency
Look at the accessibility of the guide—how efficiently (e.g. speed, resources required including funds and expertise, etc) can practitioners apply it in the field?
Coherence
Examine the consistency of the field guide with other relevant guidance, tools, and frameworks (e.g., international and national).
Identify overlaps, gaps, or contradictions between this guide and any existing national or partner guides on TB care in humanitarian settings. .
Impact / Outcomes
Assess the guide’s contribution to improved coordination, quality, or effectiveness of field operations.
Identify any unintended positive or negative effects of the implementation of the guide.
Sustainability / Usefulness
Evaluate whether the guide is being institutionalized and integrated into ongoing practices or training.
Assess the likelihood of the guide’s continued use and provide recommendations for potential updates.
Participation (optional but valuable)
Assess how diverse stakeholder perspectives were considered in the development and use of the guide.
Consider disability, and localization dimensions, including how local contexts—such as geopolitical factors, population or subpopulation characteristics, and other relevant considerations—may shape the adaptation and application of the guide.
Evaluation Questions
Criteria | Evaluation questions |
Relevance |
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Coherence |
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Effectiveness
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Efficiency |
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Impact |
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Sustainability |
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Participation |
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Evaluation Methodology
Methodologies for data collection may include, but are not necessarily limited to:
Method | Possible sources |
Desk review |
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Focus Group Discussions, Key Informant Interviews and Consultative Sessions |
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Ethics, norms and standards for evaluation
The evaluation shall follow the norms and standards of the United Nations Evaluation Group (UNEG)[1] and the UN Data Protection and Privacy Principles[2], especially those relating to interaction with project beneficiaries. The consultant shall abide by the UNEG Ethical Guidelines[3] and its Code of Conduct for Evaluations in the UN System[4], in particular the Pledge on Ethical Conduct in Evaluation.
At all stages, the evaluation should follow the IOM Data Protection Principles[5] and the IOM Data Protection Manual[6], especially those relating to collecting data by lawful means, obtaining the informed consent of individuals, and the protection and confidentiality of personal data. Obtaining informed consent from data sources is a sine qua non for data collection, analysis, and use.
In its design, implementation and dissemination of results, the evaluation should clearly integrate approaches sensitive to relevant subpopulations approaches in accordance with UNEG and IOM guidelines. The methodology, methods, tools, and data analysis techniques are expected to consider perspectives of disaggregated relevant populations. In addition, the findings, conclusions and recommendations should reflect analysis of disaggregated pertinent populations.
EDUCATION
Accredited Universities are those listed in the UNESCO World Higher Education Database.
EXPERIENCE
Five (5) years of experience in the evaluation of projects and/or programmes in accordance with the United Nations standards and applying the OECD-DAC criteria. The experience must be accredited by means of documents such as final reports, contracts, certificates, etc.
Experience working with UN system agencies will be considered an asset, as well as experience in research or evaluation in humanitarian and health-related projects.
At least 5 years of evaluation experience with UN agencies programmes and at least 3 years of professional experience in TB prevention programming, ideally in humanitarian or fragile settings.
Demonstrated expertise in TB prevention, diagnosis, and treatment, including experience working with national TB programmes and humanitarian health actors.
Strong understanding of humanitarian health systems, emergency response, and service delivery in crisis contexts.
Proven experience designing and conducting evaluations, including the application of OECD-DAC evaluation criteria.
Excellent qualitative research skills, including facilitation of KIIs, FGDs, and participatory consultations. Advanced knowledge and skills in categorization, mapping, mixed methods, and evidence synthesis.
Strong analytical and report-writing skills, with a track record of producing high-quality evaluation reports.
Excellent communication and facilitation skills, with the ability to engage diverse stakeholders at global, national, and community levels.
Willingness and ability to travel to countries experiencing humanitarian crises.
IMPORTANT NOTES
Scope of Proposal Price and Schedule of Payments
The contract price for this project is a fixed output-based price regardless of extension of the specific duration. The selected consultant is expected to provide a comprehensive budget proposal as part of their submission. This proposal should outline all anticipated costs associated with the evaluation process, including but not limited to:
Personnel and Expertise
The budget proposal should be realistic and transparent. It is the responsibility of the consultant to present a clear breakdown of costs and justify each expense.
Recommended Presentation of Offer
Annexes to the TOR
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 three values:
Core Competencies – behavioral indicators (Level 2)
Notes
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