We often get email enquiries asking for advice in preparing the documents used to invite evaluators to prepare proposals to do an evaluation. These documents have a variety of labels including Request for Proposal (RFP), Terms of Reference (TOR), and Scope of Work (SOW). The advice below focuses on two important aspects in this: writing a good RFP/TOR, and sharing it in ways that will create the best pool of proposals.
Many problems with evaluations can be traced back to the Terms of Reference (ToR) - the statement of what is required in an evaluation. Many ToRs are too vague, too ambitious, inaccurate or not appropriate.
The document provides an example of a terms of reference for developing an independent evaluation, with instructions on methodology and reporting standards.
Developed by the Independent Evaluation Group of The World Bank. It provides a detailed description on how to prepare an evaluation Terms of Reference (ToR) and includes a checklist at the end to help users.