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Researchers – Qualitative Socioeconomic Survey

Copperbelt University

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Copperbelt University

Description of the services

2.1 Scope of work and persons’ specification

Focus Group Discussions (FGDs), some of which will use visualisation,
individual interviews with key informants and household case studies will be
carried out in each of the sites in Zambia: Chitokoloki in Zambezi District
and Lukweta in Katete District.

We are seeking to recruit a total of four individuals for this role, including
ideally both men and women. These will include two experienced researchers /
consultants, and two facilitators familiar with facilitating community level
activities. The requirements are as follows:

The researchers need to:

> Have an educational background in the social sciences, agriculture, extension services, or communications etc.;
> Have qualitative research experience in rural areas, e.g., holding focus group discussions, conducting semi-structured or in-depth interviews, working in local dialects (via interpreters), including “probing” / following up (even with a checklist of questions, a lot of initiative and judgement is required to “tease out” the deeper issues);
> Have experience in writing up qualitative data and preparing reports;
> Has a valid driver’s licence acceptable in the country where this assignment will take place
> Ideally can fluently speak Chewa (for the Lukweta site) and/or Lunda/Lovale (for the Chitokoloki site)

The facilitators need to:

> Have experience in facilitating community-level activities in a participatory and engaging manner and ensuring that all participants are able to voice their opinions and views equally.

Both researchers and facilitators need to:

> be motivated and enthusiastic to use this as a learning opportunity and to take responsibility of the process;
> be willing to invest some (paid) time to fully understand the research questions and tools;
> be interested in issues around rural development, natural resources management, local institutions, farmer decision making etc. and are keen to learn more about it;
> be sensitive to, and inclusive of the participation of women, youth and the disadvantaged groups;
> have a respectful attitude to the community, and can be relied on to being polite, non-judgemental, and adaptable;
> Work as a team in the two sites together in collaboration with country partners.
> During field work, there will be two sub-teams, each made up of a researcher and facilitator, who can work in parallel (interviewing different individuals / groups at the same time). Each sub-team would have a lead who asks the questions, a note taker who records responses, and if required, an interpreter. If interpreters are required, the consultants will liaise with the Sentinel country team with regards to modalities of selection and recruitment.

The tasks to be undertaken include the following:

Preparation and training (for researchers and facilitators)

> The selected researchers and facilitators will meet with UK researchers for remote training prior to field work to ensure consistent understanding of the methods, tools and processes;
> Following the training, they should be willing and able to liaise closely with the UK team during field work, to discuss and clarify any upcoming issues;
> Coordinate with country partners to organise transfer of the research team (researchers, facilitators, and possibly interpreters etc.) to field sites and arrange logistics (including where necessary accommodation and transport for the research team, etc.

Field work and documentation

> Spend about 2 weeks in each of the two sites, working for about 10 days in each site with about 2 sessions of 2-3 hours per day;
> Liaise with the assigned Sentinel country team representative on community entry points and other protocols regarding the field activities;
> If required, ensure local interpreters are recruited and are familiar with the aims of the qualitative field work, participatory process, ensure respectful engagement during the activities;
> Carry out the qualitative socio-economic research in line with the TOR presented here, ensuring high levels of accuracy, and reliability through appropriate supervision (by country partners in the field, detail to be agreed);
> Show respect and gratitude to the participating communities and their leaders at all times, and liaising appropriately with local authorities and the Sentinel team;
> Take photographs or short video clips (details to be agreed);
> Ensure reliable note taking (possibly assisted by audio recording for individual interviews) as well as secure storage and transportation of notes / data at all times;
> Check and complete the notes taken on a daily basis – or better still, after each exercise (as detailed, accurate notes are the main output of this work);
> Label notes and recording including clear site names, dates, number and gender of participants;
> Manage a small amount of petty cash to pay for a local guide and some food / money for participating farmers (depending on what is locally acceptable practice);
> Ensure the safety and wellbeing of all staff, research facilitators and participants during the qualitative research, in line with current partner and government regulations (this includes compliance with relevant COVID-19 related safety measures at all times);
> Update the client on progress and on any expected or unexpected challenges as soon as possible throughout the process.


> Will produce detailed typed notes in English (using templates to be provided), (or assign typists to accurately type handwritten notes if researcher is not available to type up), based on their own notes and audio recordings of the sessions (details to be agreed)
> Hand over notes, flip charts and photos taken with recordings on a secured storage device (e.g. Google drive) and provide the client with the link to the relevant folders.
> Daily field notes should include any challenges or unforeseen obstacles and how these were addressed for each field day activities (to allow Sentinel to understand the learning process of the project)
> Final report will be semi-structured (provided tables), brief summary of challenges, achievements and deliverables.

The assignment is to be completed by 30th June 2021. Payment will be in three

> 25% on signing of the contract – cover all operational costs related to daily expenses in the field (per diem, fuel etc.)
> 50% on completion of data collection (all data and notes handed in)
> 25% on completion of review of the data and clarification of queries to the client’s satisfaction.

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