technical proposal template - care€¦ · web viewcare peru has offices in most of the regions...

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TECHNICAL PROPOSAL TEMPLATECONSULTANT’S ORGANIZATION AND EXPERIENCE

A - Consultant’s Organization

1. CARE Perú first established its mission in Peru in 1952 and worked in the education sector until 1958. In 1970 activities resumed in response to the devastating earthquake in the Huaylas Mountains and have continued since. In response to the earthquake, CARE provided emergency relief and reconstructed water systems. This emergency response work turned into a longer-term focus on reforestation, natural resources, small business development and health promotion through the early 1990s.

CARE has been operating permanently in Peru for 40 years. At the moment, their programs are structured around empowering vulnerable groups, especially women, indigenous groups and rural populations, to exercise their rights. CARE´s work in Peru is focused on supporting the achievement of the Millennium Development Goals through 10 programs. Specifically, CARE´s programs aim to increase household income, reduce chronic malnutrition, improve education quality, reduce maternal and infant mortality, reduce the incidence of HIV and TB, improve access to water and sanitation, strengthen resilience to climate change, promote disaster risk reduction, and to improve regional and local governance, including dialogue around extractive industries.

CARE Peru´s Governance and Dialogue in Extractive Industries program promotes good governmental practices based on empowerment of the poor, civil society participation, and capacity building in public institutions, seeking greater awareness, responsibility and transparency vis a vis the public. It implements strategies for strengthening the processes of decentralization and regionalization, through capacity building for local and regional government and civil society. It also promotes consensus building and citizen participation, emphasizing the participation of women and indigenous people in decision making. It provides technical support on regulations for democratic Institutions within the framework of decentralization, implementing approaches to raise awareness about gender, multiculturality, the environment and watershed management. In the area of mining, CARE endorses constructive relations between the communities, local government, and mining companies, so that potential conflicts are properly addressed in the interests of collective understanding and good local government.

CARE provides technical assistance to eleven regional governments and 217 local governments, to improve good governance and service provision. Support is also provided in developing consensualized development plans and participatory budgeting. Over 6,000 community leaders, youth leaders, and representatives of private and public institution, among others, have been trained in good governance, accountability, organization and leadership.

CARE participates actively in many alliances focusing on development and humanitarian issues in Peru, including: Entre las principales Alianzas de CARE Perú a nivel nacional, se incluyen: Alliance for Learning; Alliance for Safe Motherhood; Newborn Health Collective; Advisory Comittee on Alternative Sanitation Solutions; Safe Water Committee; COPEEME; ForoSalud; Dialogue Group on Mining and Sustainable Development; Safe and Healthy Housing Group; Rural Education Promotion Group; REDD Group; Child Malnutrition Initiative; Sustainable Sanitation Network; Florecer Network; Humanitarian Network (REDHUM); Network for Local Economic Development (REDEL PERU); Red Perú.

Technical Proposal Forms 2

Close to 100 documents have been published at the national, regional and local level systematizing CARE Peru’s policy and development contributions through its programs and projects.

CARE Peru has offices in most of the regions involved in this consultancy (Ancash, Ayacucho, Cajamarca, Cusco, Huancavelica, Piura, Puno), which will facilitate the achievement of expected results. In the case of Moquegua and Tacna, we will activate relevant partnerships established in previous years.

For this proposal, we are presenting in consortium with Calandria, who has very significant experience in issues of communications and governance, and with whom we have actively collaborated in recent years in the framework of the Red Perú.

NAME

CARE PERU

Type of incorporation Non–Governmental Organization. Non–Profit EntityName of Legal Representative Milovan StanojevichID. Card Passport 404992944, DNI 08274399Directing Counsel - Milo Stanojevich

- Jay Goulden- Nathalile Minaya- Helba Cotillo- Rebeca Leon- Marielena Reyes- Ana Maria Robles- July Nishikawa- Ney Diaz

Date of foundation 27/03/53Date of Incorporation 31/08/70Registration before APCI Directorial Resolution N° 289–2009/APCI–DOCDeed Number 11010125, Public Registry Book 3, Page 93R.U.C. 20110580861Legal Address Gral. Santa Cruz 659, Jesús Maria – LimaFax (51–1) 433 0492Telephone (51–1) 417 1100 and 471 1128E–mail [email protected] www.calandria.org.pe

http://www.calandria.org.pe/

mailto:[email protected]


Asociacion De Communicacion Social Calandria

The ASOCIACION OF COMMUNICADORES SOCIALES CALANDRIA is a civil non–profit institution, founded in Lima on May 10, 1983, legally incorporated on May 23, 1984. Calandria has extensive experience in the field of development communication and, from that perspective, it develops, validates and shares knowledge, creative communication strategies and products to various sectors of government, media and society. Calandria retrieves the sensitivities and beliefs of people, linking them to educational and political processes that contribute to generating dialogue and cooperation among citizens, civil society and state in favor of equitable human development. The strategic objectives that guided our work in the period 2005–2007 were:

Strategic Objective 1 Contribute to human development issues, shaping social agendas as part of the public agenda and influencing development of management policies, programs and services at the local, regional and national levels.

Strategic Objective 2: Contribute to the democratization of public communication and media for further commitment to the development agenda

Strategic Objective 3 Calandria influences and dialogues through its approaches, strategies and practices in academia, communication networks and international cooperation, through private institutions at national and Latin American levels.

It is our mission to foster dialogue by and between citizens, civil society and the state, for which purpose we have developed two action programs and a consultancy center.

a) Communication and Equity for Human Development Program: this program aims at strengthening local governance through the citizen involvement and communication; it also develops communication mainstreaming in information, education, prevention and health care campaigns and environmental promotion. In this sense, it works through the following lines:

Design of municipal and regional gender equity and youth policies, especially of policies, programs and municipal services for women and youths.

Developing communication skills for women, youths, authorities and officials for the conduct and/or participation in local development processes and visible and legitimate social agendas.

Community mobilization for the prevention of family violence through social networking, information campaigns and educational workshops with leaders, developers and population.

Development of public awareness around sustainable development issues, campaigns, consultations, advice on environmental and social networks to influence related public policies.

Communicative Actions for the Prevention of Maternal Mortality and Morbidity and advocacy for better management of health care policies from a rights perspective and through citizen participation.

b) Political Communication Program. This program seeks to promote the strengthening of civil society around a democratic agenda, the relationship between authorities and citizens and to concentrate on ways to broaden the political debate, but especially to produce an improvement in the information supply and the relationship with citizens. For this purpose, we work on the following lines:

Design and implementation of communication policies; here, we seek to promote transparent governance, accountability, access to public information, the creation of mechanisms to connect with


citizens, the plural use of the state–owned media and the formulation and implementation of communication policies.

Participatory development planning and participatory budgeting, supporting development plans in various parts of the country and campaigns for the information and participation of citizens in participatory budgeting processes. Strengthening the mechanisms for consultation and participation: advising and developing information campaigns on mechanisms for citizen participation and oversight.

Strengthening local and regional governments in transparency and accountability: strengthening the communication and participation policy of local governments and supporting access to public information and its use in accountability processes.

Citizen education on communication rights, consumer education and/or critical media perusal, citizen mobilization for media watching, communication rights and access to public information, development of communication skills for public/political advocacy by society civil.

Democratization of the media and improving its communicative offer; professionalisation of journalism, institutionalization of civic journalism, improving the supply of information (plural, equitable, objective, etc.). Regulation and self–regulation of the media, dissemination, compliance and monitoring of the radio and television law, mechanisms for citizen participation in the media (ombudsmen, codes of ethics with citizen participation).

In order to achieve these objectives, we train leaders, officials and journalists, we produce opinion polls, media monitoring and qualitative baselines, we report, design and organize media campaigns, we produce videos, radio programs, graphic material, fairs and parades, civic journalism, workshops and replications with leaders to gather public opinion. We also have a network of 1,000 journalists with whom we have been campaigning with nationwide impact and ample public opinion presence.

d) The Centre for strategic communications consulting advises and supports institutional projects in production and management of knowledge. Also, it designs and manages research consultancies, projects, strategies and communication products with a strategic approach. The Center conducts studies, diagnoses, media monitoring and opinion polls as well as research and thematic assessments. Its consulting offerings address the design and implementation of projects and strategies that deal with the creative use, validation and production of media for entertainment–education, citizen mobilization and public opinion and expression. It is characterized by promoting citizen involvement by creating information opportunities, consultation and public debate through parades, fairs and citizens dialogues, and it produces radio programs, communication campaigns, television series or news pieces on various topics.

e) Project Unit: This unit is focused on the relationship with cooperation agencies, for the submission of projects and for fundraising. It reports directly to executive management and provides support to the areas of reporting, renewals and new projects.

NAME

Asociacion de Comunicadores Sociales CALANDRIA

Type of incorporation Non–Governmental Organization. Non–Profit Institution Name of Legal Representative Rosa Alfaro MorenoID. Card 09143938Personal Address Pontevedra 183, Apt. 301. Urbanization Higuereta. Santiago

of Surco. LimaDirecting Counsel Celia Aldana Duran – President

Sofia Rios Pizarro – DirectorLucy Mariel Guerrero – Director


Marisol Castañeda Menacho – Director

Date of foundation May 10,1983Date of Incorporation May 23,1984Registration before APCI No. 0171–2005/APCI–GOCDeed Number Folio FS 24401Public Registry Card 6219, Post 1R.U.C. 20109099377Legal Address Jr. Cahuide 752, Jesús Maria Fax (51–1) 471–2553Telephone (51–1) 471–6473/265–9665 E–mail [email protected] www.calandria.org.pe


mailto:[email protected]


B – Consultant’s Experience

CARE REFERENCES – 01

Assignment name:

Sustainable Networks for the Food Security

Approx. value of the contract (in current US$ or Euro):

US$ 21 340,000Country: PeruLocations within country: Ancash, Apurimac, Ayacucho, Cajamarca, La Libertad, Huancavelica and Puno

Duration of assignment (months):

60

Name of Client:USAID

Total Nr of staff–months of the assignment:Around 60

Address:Av. the Encalada s/n. Surco, Lima

Approx. value of the services provided by your firm under the contract (in US$ currency equivalent):US$ 21 340,000

Start date (month/year): October 2001Completion date (month/year): September 2006

No of professional staff–months provided by associated Consultants:average 6 months

Name of associated Consultants, if any:

There were several in every region and at national level

Name of senior professional staff of your firm involved and functions performed (indicate most significant profiles such as Project Director/Coordinator, Team Leader):

Segundo Davila Muñoz, coordinator nationalMarina Irigoyen, Sociologist, national civil society advisorHugo Salazar, AttorneyHugo Garcia Godos, Industrial EngineerJuan Gonzales, Industrial EngineerNelly Horna, Social Worker20 economists–administrators, 15 health workers and other professions

Narrative description of Project:

The project was aimed at reducing chronic malnutrition in children aged 0 to 3 years, through increased income, improved water services and better nutrition and hygiene practices. As a key element, it strove to strengthen regional and local governments, with the objective of designing and implementing food security strategies in 125 local governments, in partnership with the Ministry of Women and Social Development, Ministry of Agriculture, Ministry of Health, Chair of the Council of Ministers, and various networks and social organizations and unions. Malnutrition fell from 34.7% to 29.1%, or, an average of 34,000 children under 3 years.Description of actual services provided by your staff within the assignment:


Through improving the living conditions of families, increased income and better health conditions and behaviors, the basic conditions for the project were set out. The impact was achieved through the active involvement of state agencies, social organizations, and in particular, the local governments and their authorities. We worked based on: technical assistance, training farmers on agro–business and supply chains; construction of economic infrastructure in co–management with local governments; consulting and training health personnel on healthy practices; construction of water and sanitation services with local governments; implementation of competitions for the co–financing of social projects with local governments


Assignment name:

SUPERVISION AND MONITORING OF THE PROJECTS THAT WON THE FUND FOR LOCAL INITIATIVES FIL I AND II 2004 – PROPOLI


US$ 233,152

Country: PeruLocation within country; 10 districts in the margins of Metropolitan Lima


21 months (a) and 16 months (b)

Name of Client:MIMDES – Union European

Total Nr of staff–months of the assignment:Around 6

Address:Av. Reducto1290, Miraflores, Lima

Approx. value of the services provided by your firm under the contract (in US$ currency equivalent):US$ 21’340,000

Start date (month/year): PROPOLI I : February 2005PROPOLI II: August 2005Completion date (month/year): PROPOLI I : November 2006PROPOLI II: November 2006

Nr of professional staff–months provided by associated Consultants:PROPOLI I 21 months and PROPOLI II 16 months


Ysabel Galvez, Raul Ho, Abel Bellido, Orlando Coronado, Marco Campos and others.


PROPOLI FIL I:Ana Ibarra, Social WorkerGerman Aniceto, AdministratorGaby Ruiz, AccountantPROPOLI FIL II:Jorge Ascaño, EconomistRoxana Patron, Social WorkerGeorgina Benites, Accountant



Provide the service of monitoring and supervision to 45 winning projects of the Local Initiatives Fund – FIL, launched by the Program to Combat Poverty in Metropolitan Lima (PROPOLI) to contribute with their management and technical and administrative execution.Monitored projects had fund for S /.150,000, and had to be implemented within a year, and were in three categories: local economic development projects, projects related to urban solid waste management, and projects targeting vulnerable populations (the physically challenged, young mothers, children and teenage workers).At the end of the project, we were able to provide an overview of the status of each project in terms of investment, indicators, targeting, coverage, pledged contributions and deadlines. He also ensures compliance with the rules and procedures established by the Program PROPOLI in the management and implementation of projects, verifying the proper use of resources.Description of actual services provided by your staff within the assignment:

To establish operational arrangements, for the smooth running of the implementation process, by and between the project leaders of about 30 NGOs and municipalities, and CARE, conduct scheduled and unscheduled field visits to monitor progress under the work plan, monitoring and keeping monitoring minutes and field visit reports to record major activities and problems encountered in project management. Oversee the effective implementation of the expenditures. For FIL I (February 2005 – November 2006) we successfully monitored 17 NGO–implemented projects that were aimed at generating jobs, building capacity for market integration and improved quality of life through waste disposal management. In FIL It is, we provided ongoing advice and training on monitoring and the use of instruments to 56 representatives of 28 projects selected for implementation, helping them achieve an 80% performance on the agreed activities. Lessons learned from the first contest were systematized, and then incorporated into the terms of the Local Initiatives Fund Contest – FIL 2005, such as the [mandatory] proposed training in project design and logical framework for municipal officials and participating NGOs, for future supervision and monitoring. On conclusion, the two IDF projects reached their objectives.


Assignment name:

Governance, Mining and Sustainable Development


US$ 200,000

Country: PeruLocation within country; Apurimac and Piura


24 months Name of Client:USAID

Total No of staff–months of the assignment:Around 4

Address:Av. the Encalada s/n, Monterrico, Surco

Approx. value of the services provided by your firm under the contract (in US$ currency equivalent):41,248

Start date (month/year): June 2006Completion date (month/year): June 2008

Nr of professional staff–months provided by associated Consultants:2 A 3 months



Recursos SACLabor


Jose Luis Lopez, educator, Adriana Luque, Nurse–Manager of Social ProjectsNancy Estrada, CommunicatorMarina Irigoyen, Sociologist


The project was intended to promote dialogue between mining companies, local government and communities to reach consensus on local development initiatives and promote social and environmental governance in the provinces of Apurimac and Piura, and Sechura Cotabambas,. It also provided support to the Mining and Sustainable Development National Dialogue Table, and simile in Apurimac We promoted and got dialogue processes going that favored the trust and credibility among stakeholders, and also increased their knowledge and skills to use negotiation and consensus to approve community projects using funds from mining royalties, royalties’ trusts, etc. Other achievements include: the strengthening of local governments for the management of mining investment in their respective areas, setting up a table of inter–agency coordination and one in Abancay Chalhuahuacho, the establishment of a network of leaders in favor of the integrated dialogue among municipal authorities and coordination among NGOs around the project of Xstrata's Las Bambas. Description of actual services provided by your staff within the assignment:

– The identification of the interests of all stakeholders in a climate of tolerance [created through] conflict management.– Promoting inter–agency partnerships based on shared visions of the local space to achieve consensus and development initiatives. In providing this service, we paid particular attention at promoting the use of the National Dialogue between Mining Companies and Civil Society as a valid instance for the development of local governance. In that context, we strove to promote the creation of participatory Monitoring Committees and Environmental Vigilance in various areas where mining companies are present.– Capacity building for local leaders and municipal officials, to act as liaisons between companies, communities and the state: preparation of studies (such as trusts and other financial tools, the study of watersheds, etc.), production of radio spots in native languages to disseminate information, technical advice for project profiling and investment, both for leaders and for local governments, training of leaders and municipal officials on issues such as regulations, sustainable development, mining and environmental consulting for commentate the EIAs, etc.


Assignment name:OxfamCapacity Building For socio–environmental conflict resolution in mining activities.Embassy of FinlandSupport for the strengthening of the Office of


US$ 262,955 OxfamUSD 84,000.00 Embassy of FinlandUSD 74,000.00 Embassy of Finland


the Ombudsman supervision capacities of socio–environmental management by mining activities and the advocacy intervention in cases of socio–environmental conflict I and II Country: PeruLocation within country; Apurimac, Cajamarca, Cusco, Lima and Piura (Oxfam)Ancash, Apurimac, Cajamarca, Cusco, Lima and Piura (Embassy of Finland)


36 months Oxfam7 and 6 months Embassy of Finland

Name of Client:OXFAM GBEmbassy of Finland

Total Nr of staff–months of the assignment:36 months Oxfam7 and 6 months Embassy of Finland

Address: Oxfam no longer has offices in Peru Approx. value of the services provided by your firm under the contract (in US$ currency equivalent):43,000

Start date (month/year): April 2006Completion date (month/year): April 2009

Nr of professional staff–months provided by associated Consultants:36 months


Agreement signed with the Office of the Ombudsman (project operators) the team worked as consultants


Vanessa Chavarry, Attorney Roberto Reyes, AttorneyPastor Paredes, attorneyYenny Ccolque, attorneyAugusto Arrasco, attorneyRenato Carcamo, attorneyVivian Paredes, attorney Jhonatan Palomino, attorneyKarina Vargas, attorney

Narrative description of Project:The project's goal was to make society manage and resolve regional conflicts between local communities and mining projects, through a dialogical relationship with respect to civil rights and environmental protection. In October 2009 we started the project "Support for the capacity building of the Office of the Ombudsman to monitor the socio–environmental management of mining activities and advocacy intervention in socio–environmental conflicts" (hereinafter "the Project") financed by the Embassy of Finland and co–executed by Peru’s Office of the Ombudsman and CARE, under an Interagency Cooperation Agreement signed by both parties. Subsequently, in June 2010, the second phase of that project was launched with € 50,000 of funding, for a term of six (06) months from 22 June to 22 December, 2010.

The funds provided under the project have allowed Office of the Ombudsman staff to receive specialized technical assistance on environmental issues associated with extractive activities and management of environmental conflicts, which has contributed to improving the care and management of cases and complaints reported to the competent institutions, having achieved satisfactory results from the relevant authorities, by which it was possible to prioritize the defense of


citizens' fundamental rights against other interests. On that same line, the project made sure that the Office of the Ombudsman participated more openly, contributing to the implementation of state policies on socio–environmental management, always prioritizing the rights approach as a criterion for state management.

Also, thanks to the Project, personnel from the Defender's Office of Cusco, Puno, Tacna, Moquegua, Apurimac, Madre de Dios, Arequipa, Tumbes, Piura, Amazonas, Lambayeque, La Libertad, Cajamarca, Lima, Lima Norte , Lima Sur, Lima and Callao East have been directly trained and Advocacy Service Modules and Jaen Juliaca, on issues related to socio–environmental management applicable to the activities of the energy and mining sector. Moreover, we have developed a manual on these issues, aimed at providing an accessible and easy to read tool to all staff of the 38 Defender's Offices and Advocacy Service modules to care for the cases that arise. These mechanisms will allow the Office of the Ombudsman to provide an adequate service to the population and better supervise the state authorities, in order to perform their functions and mandate adequately.

Regarding the activities, it must be pointed out that all the five (05) activities proposed in the two (02) components of the project have been fully implemented, in many of which we have managed to exceed the original expectations. It should also be noted that, in addition to the activities proposed in the second phase of the project, activities that were planned in the first phase were executed in order to make a more efficient use of the budget and pursue the goals outlined in the original project. All those goals were attained in this second phase. Description of actual services provided by your staff within the assignment: Expert advice was provided on issues related to environmental regulations applicable to mining

activities and in subjects of prevention, management and intervention in socio–environmental conflicts to the Defender's Office staff in the interior of the country, to improve the response to complaints, requests and/or complaints from the general population.

To create opportunities for dialogue in some social–environmental mining conflicts locally. Take advantage of local experiences to make proposals for changes in standards and achieve

consensus in dialogue spaces nationwide. In the framework of this intervention, the proposal and recommendations to the Ministry of

Energy and Mines to modify of Mining Exploration Regulation (DS 038–98–EM) in order to include explicit assessment of the social aspect in mineral exploration projects was acted upon.

Writing and printing of training materials for the Office of the Ombudsman staff on the institutional aspects and protocols of socio–environmental activities applicable to energy and mining sectors (mining, oil, electricity and natural gas).

Preparation, design and printing of training modules and leaflets on aspects of socio–environmental management applicable to mining activities for regional government officials

Training workshops for regional officials on issues of socio–environmental management applicable to extractive activities, to be developed in conjunction with the Defender's Office staff

Lectures given to the population on environmental rights and obligations.


Assignment name:

Strengthening and capacity building for decentralization and democracy – FORTALECE


US$1’400,000

Country: PeruLocation within country; Apurimac, Huancavelica and Puno,


37 months


Name of Client:CARE International UK/DFID

Total No of staff–months of the assignment:22 months

Address: 10–13 Rushworth StreetLondon SE1 ORBUnited Kingdom

Approx. value of the services provided by your firm under the contract (in US$ currency equivalent):

Start date (month/year): February 2005Completion date (month/year): March 2008

No of professional staff–months provided by associated Consultants: 37months


July Palacios Diaz, medico, social analystAna Ma. Lauro, educator, Social Development Expert


Carlos Herz, Educator, planning and local development expertJuan Gonzales, Industrial Engineer, social planner and social promoter Juan Soto, educator and social promoterFernando Tavara, AttorneyJorge Olano, In charge of information and webPaul Pilco, Communicator

Narrative description of Project:The intervention encouraged the development of successful processes of Local and Regional Governance in priority areas of Puno, Apurimac and Huancavelica, to contribute to sustainable human development and local, regional and national impact, from a perspective of rights–based development, on competitiveness for economic growth with equitable distribution, and decentralization for the redistribution of progress opportunities at regional and local level. . Description of actual services provided by your staff Within the assignment:

Validation and dissemination of public policy proposals and decentralized management practices

Capacity building of authorities from public and social institutions to assume new powers and functions

Building and strengthening partnership mechanisms and interagency coordination at the regional level, and understanding of international cooperation for the process of decentralization and agreement.

Strengthening of national networks, such as Red Peru, of cooperation spaces and of mechanisms for citizen participation and surveillance, of municipal associations and civil society, and for regional and local governments to become institutionalized.

Implementation of schools of governance for capacity building, policy advocacy and standards of mining canons and participatory budgeting, as well as in international financial institutions to promote decentralization processes.

Publication and distribution of analysis materials on participatory processes, books, booklets, posters, working papers.



Assignment name:Pilot Experience: Transparency and Vigilance to Management of Projects under the Antamina Mining Fund


US$ 110,000

Country: PeruLocation within country; ANCASH


29 months Name of Client:CARE Peru – ANTAMINA

Total Nr of staff–months of the assignment:23 months

Address: CARE Peru – Gral. Santa Cruz 659, Jesus Maria, Lima.ANTAMINA – La Floresta 497 – 4to. Piso Urb. Chacarilla San Borja – Lima 41


Start date (month/year): February 2008 Completion date (month/year): July 2010

No of professional staff–months provided by associated Consultants:

Name of associated Consultants, if any: Name of senior professional staff of your firm involved and functions performed (indicate most significant profiles such as Project Director/Coordinator, Team Leader):

Romel Rojas Melgarejo, Economist, CoordinatorSandra Paria Salazar: Communicator, in charge of the Complaints and Suggestions HotlineDavid Ocaña, Forest Engineer, Institutional Representative, CARE Ancash

Narrative description of Project:The Pilot experience “Transparency and Surveillance of projects managed under the Antamina Mining Fund” aimed at promoting and enabling the respect for and exercise of citizenship rights, opening channels and mechanisms for transparency, reporting, monitoring and participation in a framework of accountability.

CARE PERU, is one of the operators of the Antamina Mining Fund, which manages resources from voluntary contributions of the Antamina Mining Company, and runs three projects: – Strengthening obstetric care and neonatal health emergency services, and promoting working in concert with civil society in the Ancash region, 2007–2010. – Proposed new intercultural education in the Andes – EDUBINA "Hatun Yachay" – Program “Alli Allpa”, for the Promotion of agriculture and forestry production chains as an alternative for reducing poverty in the Ancash region

CARE PERU, in an institutional decision consistent with its programmatic principle No. 3 "Ensuring Accountability and Responsibility Compliance" decided to implement this project with its own resources, mainly in response to the controversy over the implementation of voluntary contributions from mining companies, where a large sector was against the NGOs being in charge of the implementation. The project seeks to create a learning process with respect to the efficient, inclusive, democratic and participatory use of voluntary contributions to the promotion of development.


The idea is to use this process as a reference for future proposals of municipal investment that may have significant impacts in maternal and child health, agricultural development and education, which must be accompanied by an accountability system, validated by CARE PERU, that was derived from projects executed following the earthquake in Pisco in 2007, and which gives every citizen the possibility to check the status of a project by telephone. The investment of the projects and the pilot are run jointly with some municipalities and allies and used as “showcases” to be replicated in other local governments.Description of actual services provided by your staff within the assignment:

Technical advice and advocacy to promote the construction of accountability systems for the processes under execution. Currently, there already is a toll–free phone number and a window is being built in the web page.

Technical advice and advocacy to promote the articulation of interventions to participatory processes negotiated at the local and regional levels. There is also an effort to institutionalize a monitoring committee that meets monthly and already has an approved ROF and Work Plan.

Technical advice and advocacy to promote the use of inclusive and representative mechanisms in making decisions about how to spend voluntary contributions.

This leads to: Ensure the availability of permanently updated detailed information, on CARE’s website, about

the funds received by the FMA; and we issue a bimonthly newsletter of the institution to strengthen this information.

Provide complete information on the projects to public institutions, to the population and partners at the local, regional or national context.

Ensure the availability of resources for the maintenance of the transparency and monitoring processes

Promote that this transparency initiative is undertaken by other NGOs and/or consulting firms that implement FMA funds, avoiding uneven performances between institutions that create obstacles to coordination and complementarities between them.

Mainstream the work of the Audit Committee. Implementation and Monitoring of calls in Spanish and Quechua (complaints, suggestions)

through the 0800 hotline.


Assignment name:

Learning on the design and implementation of accountability initiatives accountability and social vigilance in CARE Peru, in the framework of the organizational evolution process – COPA


US$ 149,529.00

Country: PeruLocation within country: Ancash, Ayacucho, Cajamarca, Puno, Cusco, Huancavelica, Lima


27 months Name of Client: CARE UK Total Nr of staff–months of the assignment:

27 monthsAddress: Address: 10–13 Rushworth StreetLondon SE1 ORBUnited Kingdom



Start date (month/year): January 2009Completion date (month/year): March 2011

No of professional staff–months provided by associated Consultants:

Name of associated Consultants, if any: Claudia Sanchez, Coordinator, Monitoring, Assessment, Performance, Learning and Accountability Unit – MEDARCEliana Cano, National Accountability AdvisorJuan Gonzales, Governance Expert


The purpose of the Peru COPA is to increase CARE's capacity and resources to promote effective and innovative governance and accountability work across its programs in Peru. This includes CARE's work to promote accountability amongst other actors, particularly local government and the private sector, as well as CARE Peru's own accountability to poor people and local stakeholders, particularly in the context of organizational evolution. A key part of the partnership, therefore, will also be CARE UK’s support to Peru's move to becoming an independent member in the CARE Confederation. As part of this agreement, CARE Peru will contribute to the following indicators in the CARE UK PPA Monitoring Framework:

Examples in 6 countries of accountable relationships between state and citizens contributing to inclusive and equitable development policies

Effective accountability mechanisms to partners and communities with whom we work are operational in 5 countries

Small, medium and MNCs will have socially improved responsible practices in 6 countries (through partnership &/or advocacy)

X initiatives in 6 countries which promote inclusive business

To help with this, the design of the corporate strategy of accountability and social monitoring in CARE Peru has been developed on two levels, internal and external:

OE1: Internal Level: Design and implementation of an accountability system of CARE Peru towards its stakeholders, which involves developing:

A1. Accountability at the OPERATIONAL level: related to the design and implementation of strategies and processes that will allow generating accountability systems for a) PROJECTS, b) DEPARTMENTAL OFFICES, and c) PROGRAMS. The information generated by each system will be referred to the institutional level.

A2. Accountability at the INSTITUTIONAL level, articulated to ensure accountability as an element of institutional positioning within the organizational evolution processes, developing accountability reports using GRI indicators, working with other organizations to develop common accountability guidelines and mechanisms for self–regulation and efficiency of national NGOs, among others.

OE2: External Level: Design and implementation of processes for strengthening and supporting accountability and monitoring of stakeholders towards society

B1. Governmental: related to the support we can give to local governments, within the framework of strengthening governance and good government, to be accountable to others for their own processes.

B2. of Civil Society: oriented to processes of social monitoring and promoting accountability practices in civil society organizations

B3. of Private Sector: related to extractive industries and voluntary contributions; oriented at developing accountability systems and generating reports which will show the impact of their


interventions and the allocation and use of voluntary contribution funds.

Description of actual services provided by your staff within the assignment: Missing

Follow–up and quarterly programmatic and financial monitoring, capacity building, partnerships with organizations, training systems and publications.


Assignment name:

Transparency and accountability in the management of PMSP and social funds


US$ 97,921Country: PeruLocation within country: Lima, Ancash, Cajamarca


15 months Name of Client: CARE UK Total Nr of staff–months of the assignment:

15 monthsAddress: 10–13 Rushworth StreetLondon SE1 ORBUnited Kingdom


Start date (month/year): 01/01/2010Completion date (month/year): 31/03/2011

No of professional staff–months provided by associated Consultants: 2.

This project is executed through the partnership of CARE with Grupo Propuesta Ciudadana (GPC); the coordinator of the initiative for GPC is Epifanio Baca.

Name of associated Consultants, if any:Our partner for the Development of this initiative is Grupo Propuesta Ciudadana (GPC) http://www.descentralizacion.org.pe/miembros–gpc.shtml


For CARE Peru, the team in charge of monitoring this initiative is staffed by: Jay Goulden (Program Director), Eliana Cano (National Accountability Advisor), Claudia Sanchez (Coordinator of the Monitoring, Evaluation, Performance, Learning And Accountability Unit – MEDARC).

Narrative description of Project: Objective: To contribute to the improvement of the living conditions of populations and regions in the areas of influence of mining activities, developing spaces, mechanisms and instruments that promote the citizen participation in determining the expenditure or investment of mining contributions, taxes, royalties, voluntary contributions.

Description: The project seek to expand the scope of accountability and transparency of funds (tax and non–tax

http://www.descentralizacion.org.pe/miembros-gpc.shtml

http://www.descentralizacion.org.pe/miembros-gpc.shtml


derived) provided by the extractive industries in Peru. Specifically, it will implement a number of strategies to ensure that the funds from the Mining Solidarity with the People program and Social Funds, currently considered private or privately–managed, are included among the payments and contributions referred to in initiatives such as the EITI (Extractive Industries Transparency Initiative). The strategies are intended to influence the major institutions and actors involved in following–up these amounts and destinations of the funds coming from the extractive industries. First, with the public sector, the Ministry of Energy and Mines, in the Executive branch, and the Committee on Energy and Mines, in the National Congress, the project will seek to raise awareness about the importance of promoting transparency and accountability for all funds that have concessions as their origin and whose destination is to be invested in national development and poverty reduction. Second, in the concerting spaces –especially the EITI group–, to promote an agenda that includes in the discussions such topics in the stakeholders’ discussions (state, private enterprise, civil society). Third, to implement one or two pilot cases with mining companies that established an accountability and transparency systems for these resources.

Indicators: Degree of completion of the action lines referred to in DS. 071–2006–MS in selected districts. Changes in transparency ranking of mining companies. # of transparency mechanisms implemented by the Ministry of Energy and Mines. # of funds included in the transparency agenda of EITI/Peru. Obligation [to include] the EITI in the agenda of Congress. # of companies that are accountable for their voluntary contributions.Description of actual services provided by your staff within the assignment:

Follow–up and programmatic and quarterly financial monitoring of the activities developed by the GRUPO PROPUESTA CIUDADANA in the framework of the agreement signed by CARE Peru and GPC for this initiative.

CALANDRIA REFERENCES – 09

Assignment name: MINING CANON: PRODUCING QUALITY INFORMATION TO FEED THE DEBATE AND THE DEVELOPMENT.

Country: Peru

Location within country: - Cajamarca, - Ancash, - Puno, - Moquegua, - Arequipa, - La Libertad, - Pasco and - Northern Lima

Professional In ChargeClaudio Zavala. Social CommunicatorMirtha Correa. Social Communicator

Name of Client: Ciudadanos Al Dia – CAD Number of individuals: 02Address: Av. Alberto Alexander 2523 – LinceLima , Peru

Total Nr. of staff–months of the assignment:04 months

Start Date:August 2005

Completion Date: November 2005


Name of the associated consultants, if any:Not Applicable

Nr of professional staff–months provided by associated Consultants: Not Applicable


COORDINATION: MARISOL CASTAÑEDA MENACHO– Assumes the preparation and execution of the service, ensuring the quality of the product.– Prepares narrative process reports and of service conclusion. – Ensures the review of the financial reports.– Monitors the methodological of the workshops – Establishes relations with the client CADProject Description:To contribute to characterize the profile and practice of journalists and entrepreneurs operating in the media in eight cities, to improve the production of information related to mining and the use of the resources of the mining royalties.To this end, a series of informational workshops were developed on the theme of the canon, and a number of debates with experts were organized, to discuss the main problems of the regions.The project helped extend the initial understanding of journalists about the subject of mining canon, raise questions about the role of journalism in development as well as to develop innovative criteria for journalistic practice.Description of actual services provided by your staff within the assignment: Training of 232 journalists from 149 media (radio, television and press). 9 work meetings with 145 entrepreneurs and media directors 01 Contest for journalists engaging 15 regional media. 4 e–Bulletins that reached a network of 500 journalists working on development.


Assignment name: ACCOUNTABILITY MODULE. PREPARATION OF TOOLS FOR CAPACITY BUILDING OF LOCAL GOVERNMENT STAKEHOLDERS

Country: Peru

Location within country: for use and distribution nationwide

NAME OF SENIOR PROFESSIONAL STAFF: – Lucy Mariel Guerrero Alarcon, Communicator, Local Government Expert.– Virna Valdivia Palomino. Communicator, Governance Expert.

Name of Client: PRODES, Programa Pro DescentralizacionUSAID PERU

Number of individuals: 2 people

Address: Av. 28 of July 1045, Miraflores, Lima – Peru

Total Nr of staff–months of the assignment: 04 months

Start Date: October 2004

Completion Date: January 2005

Approx. value of the services provided by your firm under the contract: US$ 24,300

Name of the associate consultants, if any: No of professional staff–months provided by associated Consultants:

COORDINATOR: MARISOL CASTAÑEDA MENACHO, EXECUTIVE DIRECTORThe Functions Performed Were:- Interaction and direct negotiation with the client.- Ensured the preparation, review and delivery of the products mentioned in the technical proposal.- Coordination and monitoring of activities, in compliance with the service.- Preparation of the final report and review of the economic report.- Evaluation of the service and follow–up to the publication.Narrative description of Project: This work provided, on the one hand, the capacity building to the municipal teams, and on the other, it generated a sense of responsibility of the citizenship in the construction of development and democracy.The accountability module is a theoretical and methodological proposal that adapts the legal


aspects contained in the organic law on regional governments and the organic law of municipalities –LOM– bringing them closer to the local population through the strategic use of media, communication spaces and forms that would result in policies on communication in local areas.The technical and participatory validation of the content took place in Ayacucho and Lima and took into consideration the logical and differentiated types of citizen participation: of the municipal authorities (Mayors and municipal officials), the municipal team (councilors and aldermen) and the social leadership (organizations members of the local coordinating councils and monitoring committees).Description of actual services provided by your staff within the assignment: – Technical and economical proposal of the service.– Research literature and previous experience to develop the theoretical framework of the various educational and communication materials of the module.– Development of methodological manuals for the selection and prioritization of information in the accountability module process, as well as for the running of the management and oversight committees.– Development of induction manuals of the proposed training for local technical teams for the design and conduction of communication strategies in accountability, for the evaluation of the module.– Development of a toolbox that contains counseling plan to be implemented by the local technical team.– Production of educational materials, as three thematic forms with instructions on their training and application use in training various types of actors.– Production of a kit of communication material that includes a poster, one radio spot, one radio mini-show, a newsletter, a flyer and a brochure to promote mobilization citizen campaigns to encourage accountability.


Assignment name: PRYDISMO CIVICO:MEDIOS OF COMMUNICATION and DEMOCRATIZATION with DEVELOPMENT

Country: Peru

Location within country: Departments of - Arequipa, - Ayacucho, - Cusco, - San Martin (Tarapoto), - Iquitos, - Ica and - Ancash (Chimbote)

Main Professional:Rosa Maria Alfaro – EducatorClaudio Zavala – Communicator

Name of Client:Free Voice

Number of individuals:02 people

Address:Witte Kruislaan 55, Hilversum, Holland.

Total Nr of staff-months of the assignment: 24 months

Start Date:January 2005

Date of termination:December 2006

Approx. value of the contract (in current US$ or Euro): US$ 142,000

Name of the associate consultants, if any: No of professional staff-months provided by associated Consultants:

Coordinator: Marisol Castañeda- Assumes the coordination of the service, ensuring the quality of the product.- Prepares process narrative and conclusion reports of the service. - Ensures the review of the financial reports.- Design and conduction of the capacity building strategy for the groups


- Monitoring the result of advocacy on the civic journalism groups.Narrative description of Project: The project aimed at: – Promoting public discussion of issues of national impact engaging the media and journalists, developing civic journalism experiments that incorporate and connect to various levels of local and national power. – Creating a communication network of independent journalists committed to democracy, from the local teams of previously trained journalists, teachers and/or journalism students and journalists from various civil society institutions. For this purposes, the project worked on the development of seven civic journalism experiences and concert building between civil society and journalists. In this perspective, we were able to commit 500 journalists from 174 media to make more visible the public opinion, gathering opinions and suggestions from the people, to publicly discuss issues of interest to citizens and to influence authorities into finding solutions.

Description of actual services provided by your staff within the assignment: – Coordination with 174 media from selected areas – Establishment of 7 groups of the Civic Journalism Initiative, composed of media and civil society – 01 opinion poll and/or survey on development issues in each area. – Launching of public consultations, public debate and civic conversations on issues of development. – Discussions and workshops with experts from civil society – Development of civic agendas on issues and priorities of development. – Public forums for proposal presentations. – Monitoring and surveillance of the commitments of society and media.


Assignment name: ROL OF JOURNALISM AND POLITICAL ADVOCAY FOR AN INCLUSIVE CIVIC EDUCATION OF QUALITY

Country: Peru

Location within country: The Departments of:- Puno- Cusco- Ayacucho (Puquio, Huamanga)- Junin ( Huancayo)- Huancavelica ( Tayacaja).

Professional in ChargeClaudio Zavala – CommunicatorElizabeth Vargas Machuca – Sociologist

Name of Client: DFID Number of individuals: 02 peopleAddress: Torre Parque Mar, piso 23, Av. Jose Larco 1301, Miraflores, Lima, Peru


Start Date: September 2002

Completion Date:April 2003

Approx. value of the services provided by your firm under the contract (in US$ currency equivalent):US$ 70,000

Name of associated Consultants, if any: Not Applicable

No of professional staff-months provided by associated Consultants: Not Applicable


COORDINATION: MIRTHA CORREA- Assumes the preparation and execution of the service, ensuring the quality of the product.- Prepares process narrative and conclusion reports. - Ensures the review of the financial reports.- Designs the public-political advocacy strategy.- Establishes relations with the client.Narrative description of Project: The project was aimed at creating networks and groups in civil society to sensitize public opinion and public policy makers on the status and importance of rural municipalities in the process of decentralization. For that purpose, the project worked on with journalists to develop their awareness of local governments and the development of a public policy advocacy strategy for the adoption of Chapter XI of the Local Government Act, on rural municipalities. The result achieved was the adoption of Chapter XI of the Local Government Act and the incorporation of citizen participation mechanisms.

Description of actual services provided by your staff within the assignment:– Preparation of maps and establishment of regional communication networks for the design of the public opinion strategy. – 05 work meetings with the media to obtain their commitment with the project themes. – Service of journalistic coverage and remittance of permanent information to 500 journalists. –Consultations and debates with 3000 citizens to collect views on the local government law. – Building partnerships with the network of rural municipalities and rural collectives, composed of 10 civil society organizations. – Technical Proposals on comparative law. – Political advocacy for the development of the law, by providing advice to the Local Government Commission in the participatory formulation of the law.


Assignment name:MONITORING OF MEDIOS (RADIO, TELEVISION, PRENSA) REGIONALES and LOCALES in the AMBITO OF INTERVENTION of the PROGRAMA OF DEVELOPMENT ALTERNATIVO.Location within country:Province of Aguaytia ( Padre Abad, Curimana, Irazola).Province of Alto Huallaga (Tingo Maria, Leoncio Prado, Monzon and Aucayacu)Province of Huallaga Central (Tocache and Huchiza).Valley of the Apurimac and Ene rivers.

Professionals In Charge:– Sandro Macassi Lavander, Social Psychologist– Lizzet Graham, Communicator

Name of client: CHEMONICS INTERNATIONAL INC Number of individuals: 02 people

Address: 1133 20th street, NW, suite 600Washington, DC 200036 U.S.A.

Total Number of staff-months of the assignment:12 months

Start Date: April 2006

Completion Date:March 2007

Approx. value of the contract (in current US$ or Euro):US$ 112,000

Name of associated Consultants, if any: No of professional staff-months provided by


associated Consultants:COORDINATOR: SANDRO MACASSI LAVANDER, DIRECTOR, RESEARCH CENTER- Responsible for the preparation and execution of the service, ensuring its quality.- Preparation of process narrative and conclusion reports of the service.- Review of the financial report of the project.- Planning of service activities and evaluation of results.Narrative description of Project: Under the alternative development program implemented by USAID, Calandria launched a media monitoring system to obtain information on the impact achieved by the information production of local and regional media. We analyzed the news coverage that journalists and the media gave to the following topics: Activities and political strategies of the regional governments of Huanuco, Ucayali, Ayacucho,

Cusco, Apurimac and San Martin. Performance of the international cooperation and state institutions linked to alternative

development, drug trafficking, drug abuse prevention. Performance of civil society organizations involved in alternative development, drug trafficking

and drug abuse prevention. Progress of the alternative development program. The regular and systematic collection of information and systematized and used in the

development of media plans and strategies of relating to the regional press.

Description of actual services provided by your staff within the assignment: Design of informative observation protocol, taking into account variables of interest. Daily news summary of key information by region and district level. Preparation and administration of weekly e–newsletter. Monthly reports regarding comparative information distributed through the media Monthly reports to monitor print and broadcast media. Registration and recording of radio and television programs. Record digital and printed media file: newspapers and magazines


Assignment name: DESCENTRALIZATION, AN OPPORTUNITY FOR GENDER EQUITY AND CIVIC PARTICIPATION OF WOMEN

Country: Peru

Location within country: Departments of: Cusco, Junin, La Libertad, Apurimac, San Martin, HuancavelicaDepartment of Lima: Districts of: Comas, Carabayllo, Independencia, Los Olivos

PROFESSIONALS IN CHARGELiana Ascama Sanchez. Social Worker, Expert in Women’s Political And Civic Participation.Lucy Mariel Guerrero Alarcon. Communicator, Expert in Local and Regional Government.Promoter of campoYhobany Venegas Linguithy, Communicator

Name of Client: Diakonia, Acción Ecuménica Sueca Number of individuals: 03 people

Address: Jr. Juan Bielovucic 1391 – LinceLima – Peru


Start Date:January 2004

Completion Date:December 2006

Approx. value of the contract (in current US$ or Euro): US$ 207,400

Name of associated consultants, if any: Nr of professional staff-months provided by


associated consultants:Project Coordinator: Tatiana Acurio Caceres, Program Director For Local Development. The functions performed were: – Actively participate in the relationship with local government, networks, state institutions and the cooperating agency. – Coordination of the work team, designing the work methodology. – Ensure proper management of financial and human resources. – Lead coordination meetings and implementation of biannual service plan. – Promote the thematic discussion related to the service. – Develop and review content, providing the creative design of communication materials and technical documents. – Prepare of process and service completion reports.

Narrative description of Project: The service expanded opportunities for participation and development of girls and women who belong to various cooperation spaces, such as local coordinating councils, vigilance committees, neighborhood watches, gender and youth roundtables. Priority methodological approaches were used, such as the gender and intergenerational approach for advocacy, as part of the advice to local technical teams in the adaptation of tools and mechanisms for citizen participation: concerted development plan – PDC, participatory budgeting – PP, zonal development plans – PDZ; achieving an important contribution to the municipal authorities of Independence, Comas, Los Olivos and Carabayllo. At the national level, with the network of local consultation initiatives – RED Peru, we assumed the coordination of the campaign for Participatory Budgeting 2005-2007, promoting capacity building and leadership of political actors, technicians and citizens in local concerted processes. In this sense, for four consecutive years, we have advocated before various bodies of the supranational state to incorporate reforms and improvements to the participatory budgeting directives. By linking to various networks, such as the network of rural municipalities of Peru – REMURPE, the Inter-Communal Participatory Budget Council formed by the former National Decentralization Commission, Concerting Table for the Fight Against Poverty, FONCODES, MINDES, PRODES, among others, we were able to organize several public events and debates and thematic publications on citizen participation, government reform, decentralization, among others.Description of actual services provided by your staff within the assignment: – Technical advice, through technical teams, to concerted local processes: district and regional in

Lima, San Martin and Cusco. – Thematic advisory roundtables on youth and gender in the district of Comas, to Women

Authorities Network in Lima and Callao, to Zonal Neighborhood Councils in Comas, to the Women Leaders Network ‘Tantalla Warmicuna’, in the region of San Martin .

– Preparation and publication of the Coordinated Development Plan for Comas, the Plan for Equal Opportunities for Comas and the Concerted Development Plan for Independence.

– National coordination of the participative budget campaign of 2005-2007, through 03 national meetings of concerted processes facilitators, 01 national contest of successful experiences of participatory budgeting, monitoring of the process, inputs and adjustments to the instructions of the process, writing and publishing of reports and pending agenda, production of educational and communication materials for the campaign.

– Multimedia Communications Module, development of communication materials for public awareness and training, such as posters, leaflets, radio spots, press kits, banners, PowerPoint presentations, educational videos, and the process manuals and guides.

– Participatory Preparation of profiles for social projects for women and girls, to be featured in participatory budgeting processes of several districts of Lima and San Martin.

– Public activities such as fairs, public consultations, meetings and seminars.



Assignment name: DESIGN AND EXECUTION OF A COMMUNICATION PLAN FOR THE INITIATIVE FOR TRANSPARENCY OF THE EXTRACTIVE INDUSTRIES IN PERU – EITI PERU

Country: Peru.

- Participants: Ministry of Energy and Mines of Peru and the EITI Peru Working Commission, composed by the Ministry of Economy and Finances, National Society of Mining, Oil and Energy, University El Pacifico, PUCP, Instituto Bartolome De Las Casas, NGO COPERACCION.

Professionals In Charge:- Sandro Macassi Lavander, Mag.

Social Communications- Enrique Subauste, Social

Communicator- Magda Carrera, Administrative

Assistant- Luis Huerta, Administrative Assistant

Name of Client: Ministry of Energy and Minas, Nr of people (professionals in communication and administration): 04

Address: Av. Las Artes Sur 260 San Borja, Lima–Peru

Total Nr of staff-months of the assignment: 5 months– 3 people

Start date:April 2010

Completion date:August 2010


Name of associated Consultants, if any: Enrique Subauste La Rosa

Nr of professional staff-months provided by associated consultants: 5 months

Coordinator: Sandro Macassi Lavander, Mg. in Social Communication – Interaction with the EITI Peru Working Commission– Responsible for the compliance with the technical proposal, ensuring the quality of the process.– Monitoring of communication activities of the technical proposal – Preparation of process and conclusion narrative reports.

Narrative description of Project: The Extractive Industries Transparency Initiative, EITI-Peru, is an initiative to make more transparent the contributions that the minerals and hydrocarbons extractive industries make to the Peruvian State.It is an international initiative that was signed by Peru. The A.C.S. Calandria participated as an organization specialized in communication for the phase of dissemination of the initiative. Process that took place in five regions through participatory forums elected officials, civil society and extractive companies.After the dissemination phase, Peru entered the phase of proceedings validation, required to be admitted in EITI International and to be performed by an international certification organization: CAC75.

Description of actual services provided by your staff within the assignment: – Development of diagnostic of communications and technical proposal for communications– Development of radio spots in four languages– Develop friendly report of the National Conciliation Study– Design and development of the EITI campaign website– Design of five specialized informational booklets, in five thousand copies, to be distributed in the regions of the intervention– Development of a newspaper insert, to be massively distributed in the specialized press (Diario Gestion), development of content.– Organizing a forum in Lima, as closure of the regional round of forums, for the presentation of the results and of the contributions of civil society to subsequent reconciliation studies


– Management of coverage, obtaining interviews in regional and national radio and television to position the subject.


Assignment name: DESIGN AND EXECUTION OF A COMMUNICATION PLAN FOR THE PROGRAM UMBRAL ANTICORRUPCION PERU

Country: Peru.

Participants: Ministerial Cabinet, Judiciary, National Comptroller’s Office, Office of the Ombudsman, Ministry of the Interior, Public Ministry.

Professionals In Charge - Roxana Jurado, social communicator- Mirtha Correa, social communicator- Magda Carrera, administrator- Petruzka Zapata, social

communicator- Enrique Subauste, social

communicator

Client Name: Management Systems International Programa Umbral Anticorrupción (MSI)

Nr of Individuals: 02 professional in communication and administrative)

Address: Av. Santa Cruz 488 San Isidro Lima–Peru Total Nr of staff-months of the assignment: 12 months– 2 personal

Start date:February 2010

Completion date:February 2011


Name of associated Consultants, if any: Enrique Subauste La Rosa

No of professional staff-months provided by associated Consultants: 5 months

Coordinator: Enrique Subauste La Rosa, Associate Consultant, Centro de Investigación and Consultoría de la A.C.S. Calandria– Interaction with the parties in charge of communications at MSI, USAID, PCM, and associated entities.– Assumed the responsibility of ensuring compliance with the technical proposal, ensuring the quality of the process.– Monitoring of the various communication activities of the technical proposal– Preparation of narrative process and conclusion reports.

Narrative description of Project: PROGRAMA UMBRAL ANTICORRUPCIÓN (communication component):The Program Umbral Anticorrupcion Peru started in early 2010. The A.C.S. Calandria is in charge of designing and implementing a communications plan with various campaigns and activities to be held by the partners.The project's objective is to reduce corruption indicators, and the perception of it among Peruvians; and to increase the level citizens and public officials participation in the identification, prevention and reporting of corruption.The A.C.S. Calandria designed a two-stage communications plan, for the first and second half of 2010. The actions and activities were aimed at different audiences: radio and television spots, posters and educational booklets for the campaign with traffic police and drivers, theater skits with the National Police, and posters for the CGR; citizenship fairs (in five regions) and radio and TV spots for the Office of the Ombudsman.

Description of actual services provided by your staff within the assignment: – Development of diagnostic techniques of communication and communication proposal– Campaign with the OCMA (Office of Judiciary Control), advocacy in the media to position the


subject in the 29 judicial districts across the country. Education and awareness campaigns for journalists, television interviews, radio and written reports, aide memoirs and press releases.– Campaign with the Comptroller General of the Republic spots for television and radio. to campaign poster. An informative booklet on the framework for implementation of the entity.– Campaign with the Ministry of Interior (television and radio spots). Campaign poster, leaflets, information booklets for drivers. Internal campaign with the police: creation of a special group for the enacting of sketches.– Campaign with the Office of the Ombudsman, conceptual design citizenship fairs and implementation of 02 of them in the cities of Abancay and Ayacucho, aimed at the urban and peri-urban population.

REFERENCIAS DE CALANDRIA - 17

ACTIVE DEMOCRACY PROJECT - Citizen action in public spaces Peru

- Peru: Piura, Arequipa, Junín, Loreto, Cusco, San Martin, Cajamarca.

Professional Staff Responsible - Hisela Culqui, Social Communicator - Lucy Guerrero, Social Communicator experienced in Local Governments and Citizenship (part-time basis)- Lizett Graham, Journalist

Contracting party: AED Number of staff: 3 personsAddress: Number of months-staff; duration of work: 15

monthsStarting date:September 2010

Date of completion:October 2011 Approximate value of services: US$ 300,000

Names of partner consultants, if any: Number of months-staff provided by partner consultants: 5 months

Coordinator: Virna Valdivia Palomino, Director of Policy Communication- Dialogue with AED and USAID senior managers.- Coordination with local partners IDEHPUCP, Transparencia, JNE- Responsibility for compliance of technical proposal, thus ensuring the process quality.- Development of intermediate and final narrative reports. - Review of financial report.- Leads a work team that implements different public-oriented activities, as well as training and production of educational and communication material activities.Project description:The Project is one of the Active Democracy Program components that are promoted by AED. Through this line in charge of Calandria, we handle, we raise discussion issues that are linked to ways of exercising democracy in the country, making citizens aware that it is possible to grow in democracy which is exercised on a daily basis in very specific ways. Subsequently, we work to generate opinion streams in order to incorporate issues into a public agenda, thus generating shared commitments among citizens and authorities. Since youth are the target population, emphasis is placed on the clear and play-based nature of the proposed activities. The context of this Project is the election process in the country: sub-national and national elections, which leads to changes in the design of communication methodology and strategies.

Description of services provided by the firm’s staff:- Design for the use of public space, three stages that illustrate the process for democratic

strengthening through work with citizens.- Design and implementation of 16 Citizens’ Fairs in seven areas of the country, principally


oriented to young public (men and women); design of issues generating question about democracy and citizenship and educational games, articulation with other local partners’ training and dissemination processes, promotion of articulation of actors for the ownership of citizen participation mechanisms.

- Media strategy in local/regional print and broadcast (radio and TV) media for the generation of streams of opinion on Democracy, Surveillance, Responsible Vote, Citizenship Practice.

- Support for a mini website, through posting theme information, developing on-line bulletins, and loading information on activities.

- Preparation of educational materials, which includes the production of various leaflets on the campaign priority areas, as well as radio micro programs, pamphlets, and campaign dissemination materials.


COMMENTS AND SUGGESTIONS ON THE TERMS OF REFERENCE AND ON COUNTERPART STAFF AND FACILITIES TO BE PROVIDED BY THE

BANK

C - On the Terms of Reference

After reviewing carefully the terms of reference, we have the following observations and suggestions, both general and specific:.

a) General Observations

1. It is interesting that an approach of communication for development and social change was chosen, leaving on the second place a diffusionist approach, for producing materials and information for a target public. Facing the requirement of the Contracting party, it is important to emphasize that we should not take the risk of being an entity producing goals and products, focused on information to be provided rather than citizen processes to be built, where communication from a dialogue point of view makes more sense. It is important to change the behavior strengthening and education line, however public and political strategies to generate changes are required for producing democratic power relations.2. In this regard, even though any intervention requires a base line identifying the project’s results achieved up to this moment, it also requires a communication diagnose that allows knowing the characteristics of the current communication, from the project’s offer and the citizen demand. Thus, it is necessary a communication audit and public study to get to know both its knowledge, attitudes and practices, as well as prejudices, misinformation, fears or expectations in front of the new management and its development in general, and also to recognize the means, spaces and validated leaders for the development of a communicative strategy, collecting the progress achieved by the project during its development. 3. In this sense, though a project of this kind requires standardization and support from the headquarters –aspect stressed in the Terms of Reference, it would also be necessary to elaborate communication plans for each intervention zone, allowing a dialogue between the central messages of the project and the specific demands of the zones. Thus, the capacity program shall not only tackle the thematic issues, but also the development of the communication capacities to promote dialogues among actors.4. Though municipal strengthening has not been included as a goal, we considered that the proposal may help to define roles and strategies to promote transparency and access to information, about the expenses, as well as to improve the quality of the investment from development initiatives responding to the social gaps of the municipality. For this purpose, it is not enough to strengthen the MIM’s role of producing information, but also its capacity to articulate with other actors, its incidence capacity, its capacity to collect and include in the agenda the people’s proposals. It needs to have a mediator role among the municipality, the citizenship, and organized civil society, collecting and developing proposals. In this sense, the intervention needs to be articulated with the coordination processes and participative budget, among others, to improve the decisions taken there. This opens the possibility of reinforcing the relations with other institutional actors to review their potential interventions within the target municipalities, which may complement the projected tasks.5. The Terms of Reference don’t define a concept of accountability, though they refer to the dialogue process or to the informative event, in which the management results are presented, exactly as it has been doing in many municipalities of the country. Establishing and validating an accountability methodology from the regional experience should be one of the first proposals supporting the knowledge management. This subject needs to be systematized together with other experiences, for example, providing more strength to the CAD’s Best Practices Award program, in its Transparency and Access to Information category in coordination with the organizers. The CARE Peru


practice in this regard, both referred to institutional accountability (as an NGO or private institution) as well as to local governments, is a commodity.6. In terms of gender, the Contracting party points out the interest on working with a gender approach, aspect that we consider relevant. This should mean not only to call men and women, but to consider points of view and processes encouraging women to participate and express their points of view and interests regarding the works that around MIM.7. The coordination among municipalities receiving mining resources is a strategy that needs to be promoted. Initial coordination efforts that could support the project have taken place through REMURPE and AMPE. The progress and challenges in this field may be processed with the Dialogue Group on Mining and Sustainable Development.8. Sustainability is an important challenge. The capacity development is already one of its elements, however the implementing company could start validating the accountability system, with which it work, adapting it, and insisting so that the local government recognizes MIM as a valid institution for transparency in the local development. Furthermore, a network of municipalities could be promoted to make easier the exchange and solving common problems. Coordination among municipalities points also to this goal. Thus, sustainability may be generated from the educational, political and associative aspects. 9. The project demands a level of efficiency and productivity that will be our commitment. However, that should not be a limit or barrier to boost processes and implement products.

b) Specific Observations

Services and facilities that will be provided by IFC:

We consider that IFC may provide information services allowing to strengthening the intervention objectives:

a) To get to know the MIM’s profile and trajectory.

Report on the MIM’s trajectory: achievements, limitations and perspectives’ assessment.

Database and profile of institutions that belong to the MIMs Guide of tolls for validated working.

b) To validate and start implementing the capacity building and communication plans

Report about the profiles and the type of relations established with the municipal authorities of the districts that are been intervened.

Providing IFC/WB specialists to validate materials, as well as to eventually conduct presentations to several actors in seminars or workshops.

Identifying referential Good Practices from other countries that could make easier to identify already learned lectures in similar experiences.

c) To support the MIM’s Exchange and public projection plan and the project

Available web site with update license, including a link in the IFC/WB web page.

Supporting the call for forums and/or conversations. Participating in the presentations on citizen perceptions, which will be

disseminated through communication means. Dialogue for the comparative analysis of information reports

d) Facilities to be provided by IFC/WB Premises for meeting with specialists and/or opinion leaders in Lima.


DESCRIPTION OF APPROACH, METHODOLOGY AND WORK PLAN FOR PERFORMING THE ASSIGNMENT

DESCRIPTION OF APPROACH, METHODOLOGY AND WORK PLAN FOR PERFORMING THE ASSIGNMENT

BACKGROUND

The current proposal is framed within the Peruvian participative decentralization process, and a context of greater economic dynamism in several regions, most of which is due to the expansion of extraction activities. The sustained economic growth observed in the country has not been accompanied by a sufficient investment in public policies for social development, but rather by focused social programs and projects, which have had a relative impact in reducing poverty, but are not solving or handling the problem of exclusion and social inequality. Facing this reality, we find in regional and municipal governments a tendency to coordinate among them with the purpose of putting pressure on the central government in order to get a bigger budget; however most of them have not an efficient administration, plus a bad distribution of public resources, which results in the population of scarce resources having no access to quality services according to the social gaps still showed by the human development index. The effects of this situation not only have an impact in the quality of life, but also in the generation of a highly sensitive environment affecting the country’s governability, resulting in protests and social disturbances. It is a double challenge for the State. First of all it needs to invest, and it needs to invest in social policies with an equity and inclusion approach, and for that we think it is necessary to include in the public agenda the priorities of investment in social development, increasing the information and the debate about the administration based on results in development indicators, thus promoting transparency and accountability, not only about the spending capacity, but also about spending quality.

Without a doubt it is necessary to analyze the incomes received and the decrease of development indicators in the project’s intervention zones, starting by recognizing that 34% of more than 1,700 thousand inhabitants (in the seven regions intervened by MIM) is considered poor.

The reasons of this situation are:

Not enough presence of national entities accompanying local governments for development management tasks.

Scarce training for the proper development of the participative budget. Not enough professionalism of local officers and the lack of a technical staff. Small management capacity of the authorities and municipal officers. Lack of control and auditing of the municipal administration which produces inefficiency and

small productivity. There have not been developed transparency mechanisms of the municipal administration. Minimal participation of civil society at controlling the public spending, and sometimes they don’t

know how to do it. Civil Society capacities are limited in front of open spaces for dialogue and complex demands for its intervention.

Civil society organizations are not adequately strengthened for active and quality participation to turn sectorial interests into a development agenda.

Weak coordination among government entities and civil society organizations of different levels. It is worthy to mention that, regarding the use of the canon resources for supporting the


financing of local government investments, the following perceptions have been generated both from the citizens and the communications means points of view.

Though it is perceived as an important income, this is known due to the central government announces, rather than the transparency of authorities, which sometimes state that they have not received it or even that it is not enough.

They value this and other resources since they favor the community development, but there is the perception that it is badly managed by the authorities in charge, in part because it is not separated from other resources received by the municipality.

They don’t see the concrete benefits and results that this brings to the population in terms of its basic needs, which ends up producing frustration.

It is perceived that there are no projects, or that they are badly prioritized, without considering the real necessities.

Resources come late and in smaller amounts than expected.

Many of the abovementioned perceptions are grounded in the lack of information and transparency of the entities involved, when facing the civil society and the media. The last one accuses the political authorities and government officers of not answering the requests for interviews or information. Therefore, a dangerous circle of opinion without information gets formed.

It is important to stress that this information and debate process cannot be exhausted in the abovementioned, but it needs to be grounded in the knowledge of local reality and the reflection about it, identifying social and economic gaps in the districts, thus building a development framework for guiding the plans, budgets and investments in general. To sum up, we consider that the project intervention brings an opportunity to strengthen local sustainable development management with the purpose of correcting or anticipating: So that the public spending stops being managed without considering the real priorities of the

population and the improvement of life quality. The lack of investment assessment regarding: spending quality, projects’ operation and

maintenance, diminishing the social inequalities. Preventing the social gaps (education, health, sanitary conditions, etc) to keep on growing due

to the inadequate use of resources. So that the civil society participation is not focused on low profitability requests, such as

monuments, bullfighting coliseums, churches, community sites, stadiums, etc. Preventing the civil society from losing the interest in participating for development management

due to dissatisfaction towards the local administration since it doesn’t solve essential problems.

A. TECHNICAL APPROACH AND METHODOLOGY

a.1 The approach

From our perspective four should be the transversal approaches of this intervention, which will mark the methodologies:

a.1.1 Communication as a dialogue for a democratic governability with accountability.“Communication looks for building dialogue relations among the actors within a development process. These relations would allow those involved to producing opinions and proposals as a result of understanding themselves, the others, and the reality, which will enable changes decided by the individuals themselves.”1 The quality of such relations depends many times on the perception, valuations, prejudice, information, demands and needs of the actors regarding “the others”. Because

1 Alfaro, Rosa María. “Otra Brújula, Innovaciones en comunicación para el desarrollo”. A.C.S. Calandria. Perú 200. Page 98.


of that it is very important to incorporate in the communication process an inquiry stage about the cultural knowledge from which we are starting, not only to understand it but also to incorporate it as a part of the communication process.

From this perspective the communication role in the development is not referred only to the act of disseminating a message but also to a set of processes and decisions, that are expressed in communication objectives and actions organized in a coherent, rational and systematic way with the purpose of contributing to the change in society through the dialogue, exchange and production of meanings shared with our public. In a particular development process, communication will try to generate a dialogue platform allowing opening spaces for the local actors to express, for generating opinion about their proposals and trying to influence in the political agenda, so they are considered.

Following this line, we understand accountability as a management process contributing to public management improvement and efficacy, enabling transparency, access to information and participation, which are the citizen rights supporting it. The communication dimension of this process is expressed in the establishment of fluent relationships, both ways, in a regular and stable manner between authorities and citizens to jointly tackle the process. The municipal authorities need to guarantee mechanisms such as: internal and external municipal information systems, framed within municipal communication policies (the institution and its surroundings) and policies of citizen communication (relationships among the actors of a social and political community). Also regulations and tools (decrees, rules, instruments) making easier the citizen access and start the accountability process as a part of annual cycles that will recreate the use of their own means, spaces and communication forms, producing shared meanings with the citizenship. The citizenship needs to access to information, recognize the actors’ different positions, and know their regional issues to be able to form an opinion regarding the true priorities, inserting in participative processes. This way, the information provided will turn into knowledge only if it is brought to a public debate where it can be known, debate and decided, creating continuity between information and opinion. There are four aspects that we want to develop in the communication strategy of the project:

Development of communication capacities; this has to do with the development of capacities and skills of people (inhabitants, leaders, authorities and officers) to establish dialogues within their environment. Here the development of communicative skills, such as arguing, informing, debating, giving opinion, agreeing, negotiating, turns to be necessary to establish horizontal and equitable relations, as well as to promote democratic and citizen values (solidarity, respect, tolerance, equity, co-responsibility).

Public and political incidence. The change of behavior is important but not enough. It is necessary to make it visible and to bring issues to the public agenda for the debate, helping to build the legitimacy of the proposals in relation to the citizen demands. Emphasizing the use of the citizens will and opinion to promote the change and influence the decisions of political authorities. This cannot be done; it only requires articulation and strengthening of social networks and alliances among actors. This constitutes a communication objective.

The public debate as democratic exercise. Communication promotes and generates public means and spaces in which the population, leaders, authorities and officers may discuss and agree on the priority issues for local development. Furthermore, it creates opinion flows and building development public agendas, in the local, regional and national level. Within this framework, the access to information and its use acquires central importance since it allows public management to get visible, and enables its control. But it also allows citizens to give their opinion, making decisions and evaluating their authorities work.

Communication as a citizen right. Transparency and access to information, which need to be promoted by the municipality, is based on the citizen right to a quality communication. Where the right to be informed, to be listened and to express freely turns him/her into a citizen, member of a political community. So, from the communication aspect you also become a citizen, developing a sense of belonging to a locality, influencing the development agenda, which is shared between the State and civil society.

a.1.2 Inclusion and equity as the axis for local investment.


Among the fundamentals of citizen participation within regional and local development management, inclusion and equity are expressed as the central axis of sustainable development, which is supported on the promotion of citizen participation by the sub-national governments with equity and tolerance. This is expressed as a constituent and guiding component of the administration, without discrimination, with equal opportunities access, and inclusion of groups and social sectors requiring special attention.

Equality is a governing principle of sustainable development in the country, as a universal and inalienable right of all the people without distinction, favoring its exercise the achievement of welfare and integral human development with freedom, dignity, economic safety and access to equal opportunities in all participation and development settings. Thus, gender equality is understood as a matter of human rights, social justice, and a previous condition to achieve democracy, and sustainable development focused on the respect for life dignity of all people in the world.

We tackle this approach considering that in the country there still exist gender gaps affecting the full exercise of women rights and their development possibilities. These gaps have specific and more alarming expressions in country areas and urban marginal areas, boosting multiple discriminations for social condition and for belonging to a ethnical-cultural community and these influence on democracy quality and human development, as it is proved by many studies. These inequalities are based on patriarchal cultural concepts structuring asymmetric social and power relations between men and women, which are expressed in the ways of organizing and reproducing society both at a family, community level, as well as within the institutional –political dimension.

Therefore, we consider that the gender approach constitutes an analysis framework to establish the differences between men and women at using power, resources, benefits, and for identifying, evaluating and questioning discrimination and inequality as factors of exclusion towards women, which tries to be justified based on biological differences. The significance of this perspective for achieving real equality for women and men involved in any planned activity, such as laws, policies or programs, in all sectors, and at every level.

a.1.3 Skills as capacity-building axis A basic premise for the strengthening of every social actor is that they become stronger, indeed, in the social processes that provide a meaning to their existence. By this, the capacities strengthening proposal, even if it recognizes it comes from demands and sets goals, to be put into practice it should be placed within current processes that today may justify the actions form MIM and local actors involved. These aspects certainly must not be removed from the core reason for the existence of the MIM, which must be expressed in its vision and mission, but they must identify “which is the coordinating process that will allow the development of capacities to be organized, function, inform, educate, publicly advocate, participate, communicate and position ourselves”.

The development of the project implies guaranteeing the efficiency of the results around the improvement of information quality that circulates about the canon flows. But, its sustainability lays on managing an improvement in the quality of the municipal investment priorities. However, it is evident that this requires putting a conceptual and methodological horizon frame around the municipal strengthening, the participative budget and accountability as processes where the intervention proposed acquires sense and usefulness.

In that line, the intervention will be guided from the development of capacities based on the skills approach. “The focus on skills can be understood as an open and flexible process of capacities that, based on identified skills, offers curricular designs, pedagogic processes, didactic material and practices, in order for the participants of this proposal to build capacities to integrate into the society”. In this way, capacity-building is not only regarding information, but knowledge, promoting the production, processing and analysis of information and experiences in real and concrete contexts. For that, when building knowledge, it must occur in a real environment, since the practical experiences are


the ones that must lead to take over roles recognized as part of the knowledge, abilities and/or capacities, values and attitudes that form subjects to face the challenges presented to them.

For this reason, we propose to develop within the technical assistance process a capacity building program of the MIM in situ, characterized by: strengthening actors with ethical behavior, develop an inclusive training, promoting knowledge, doing and being; as well as, recovering prior knowledge and build knowledge, articulating the educational process with the social, cultural and political processes, giving value to the education of adults.

a.1.4 Network management for the knowledge and inter-institutional learning

A fundamental aspect in the learning and organizational network strengthening processes is knowledge management. The main task of knowledge management is to have an organization to learn from its own experiences (lessons learnt) and does experience twice the same situation without solving it successfully. This is what it is called “intelligent organization”.

MIMs must work as organizations that learn. This is why, they must develop a group of capacities that allow them, on one hand, systematize their own experiences and learn from the surrounding experiences. Without a doubt, this means giving them a group of capacities that allows them to have mechanisms and tools to face problems, capitalize knowledge, systematize experiences, post information, etc.

For this, we propose developing two strategies in parallel; one at each MIM level and the other at all MIMs level. We will work with each MIM using attending tools (workshops, work meetings, etc.). At all MIMs level, we will develop the network strategy, on a virtual and attending level. In both cases we will use databases, intranets, virtual platform, etc. We will also use hard-copy materials such as: magazines, handbooks and libraries, and we will organize a group of experience sharing meetings, evaluation and consolidation of a “network”. All these activities in group form the called “organizational memory”, which allows organizing and systematizing the explained knowledge.

Finally, it is important to mention that, as work method, knowledge management allows people to learn, have discernment and reinforce their knowledge. MIMs must become organizations that not only communicate their action outside, but above all, become organizations that learn (from the inside) and that in some way live and value situations that expose them to de-learning, which implies they assume the challenge through experiences that lead them to, in some cases, leave old ideas, attitudes and/or practices, welcoming new ideas, attitudes and/or practices that will strengthen their organizational and individual doings.

a.2 Our understanding of objectives and results

The Objective of the project is: Increasing social accountability of municipal authorities in a 15% for at least 25 municipalities up to December 2012.

In this regard we have the following results:- Increase of the investment municipal resources understanding in a 15% in at least 21

municipalities.- Increase of the municipal investment understanding in a 15% in at least 21 municipalities.- Increase of the knowledge about the right to request information to the municipalities in a 15% in

at least 21 municipalities.

The objective of achieving bigger levels of accountability implies a new understanding of the citizenship’s role by the local authorities and the citizenship itself, not only as a beneficiary (investments) but rather as a right-bearer. That is, being dynamic actors with a Voice and Capacity to make Proposals to influence the decision-making process of the local administration and belonging at the same time to a collective entity, assuming its levels of co-responsibility towards local development.


So, we want to build a governability approach in which the diverse social actors agree on interests and proposals for development. Even though this is not explicit in the results presented, it should be considered during the monitoring and assessment of the process.

About the target public. The project considers the local population within the intervention scope; local leaders, Supervisory Committees for the participative budget, institutions that are members of the MIM Boards of Directors, local, regional and national communication means; majors and municipal officers.

The MIMs, acting as catalysts for the participation of their member institutions and civil society leaders, need to reinforce their presence as well as strengthen other socio-political actors and make them more dynamic , encouraging the debate about regional development issues, socio-political diagnoses, identifying the barriers against the access to information and accountability to build a feasible model. This implies the development of mechanisms allowing the inclusion of unrepresented social actors –among them are women associations-, and encouraging data dissemination and citizen consultation regarding municipal services, campaigns for raising public awareness. This is already taking place. All the fostered processes need to have –as a minimum requirement- a communication strategy of a public character informing the citizenship, and also collecting its opinion, generating dialogue and enriching the proposals. Participation cannot be restricted to be informed or collecting standardized opinions.

Our challenge will be generating a capacity to impact the local administration. Information and debate should support the policy design; prevent conflicts; assisting in the decision-making process and evaluation of specific municipal services. Whereas MIM gains more social legitimacy and public visibility it would be able to impact effectively on development issues.

It is about establishing a regional and national positioning as a specialized model for transparency and accountability. This would require the capacity to evaluate their experiences, comparing them to others, find the lectures about them and be able to communicate them. The positioning of the experiences in the media, spaces and national networks of public opinion will be emphasized.

An element to consider is the equity and inclusion approach at forming the MIM and conducting its practices. This refers to the need for the Committee and its members to recognize differentiated demands and interests of all actors (not only the institutional ones), to be sensitive towards inequities and to establish investigation lines leading to proposals in this field.

In the case of the communication means, we consider that they not only need to be conceived as information receivers, but also to contribute to building public agendas using their rich knowledge of the local reality and their daily contact with the citizens.

The role of municipal authorities and officers in the project needs to be adjusted or clarified; since they mainly appear as the receivers of social opinions (Scorecards) and of analytic information about resources and investment management. But the project’s role regarding the development of authorities and public officers’ capacities is not clear, though it would count with the professional resources. Our proposal wants to strengthen the competences of authorities and officers, analyzing their peculiarities in each scope, with the collaboration of local advisors and other private or public entities in the area.

Regarding sustainability. The term Sustainability within the project needs to be referred to the results of the project and the transparency and accountability model.

The components for developing capacities and communication would be capital in the search for and/or generating capacities for beneficiary institutions, organization and/or citizens. However, to continue acting or to broaden actions, and to strengthen alliances and impact, it is necessary to have


new human and financing resources, which can be found on the State, cooperation or companies. Some initiatives that would be evaluated with the MIMs themselves would be:

- Trying to get social funds to be used for financing transparency and accountability initiatives of the diverse actors that are financed with such funds.

- Insisting on the creation of regulations recognizing the MIMs as transparency and accountability actors.

- Encouraging municipal associations networks articulating those municipalities, which receive incomes form the mining canon, to identify common problems and solutions, coordinating with REMURPE and AMPE, as entities promoting municipal associations.

- Articulation of MIM to other social networks (mesas de concertación [Executive Board of agreements to fight poverty], Supervisory Committees, participative budget, local Coordination Councils, etc.) in order to establish a chain of agreements for transparency and accountability.

- Encouraging young university students to volunteer for watching over transparency and accountability.

- Validating and disseminating the model of transparency and accountability promoted by MIMs, which would be useful both for civil society as well as for local governments in different areas of the country.

a.3 Communication and data dissemination Component

The communication and information component, as it was mentioned in the terms of reference, is a transverse line, which needs to distinguish supporting lines for the project, and specific lines of intervention. Moreover, it is important to stress that this line would have the local population as its main public, especially the young people, whom we want to be involved with a bigger participation in the development.

At the same time, this will contribute to the capacity development component, as one dimension to work on strengthening the capacities of leaders (distinguishing male and female), members of the MIM and oversight committees will be "communication skills", related to knowing the other, establishing processes of consultation and negotiation, being informed and informing, forming and generating opinion, conducting debates and generally participating in the public domain.

The communication intervention lines that will be worked and/or articulated by the communication strategy would be the following:

a) Communication Diagnose for redesigning the communication strategy. “Knowing before acting” is the starting point of all interventions, thus we need this component. We will start with a diagnose including: a) communication auditing of MIMs; b) actors and power map; c) profile of the prioritized public; d) system of means, leaders and existing spaces, as well as a balance of plans, strategies and products considering the impact that it has in the public. The results of this diagnose would be complemented with the base line of the project, and based on that the project strategy will be designed.

We understand a communications strategy as the "set of processes and decisions expressed in communication objectives and interventions organized in a coherent, rational and systematic manner, with the purpose of making a difference in society (a solution to a problem of communication ) through dialogue, exchange and production of meanings shared with our audience”. The products and activities should be framed in strategies promoting processes and it is not possible to design strategies without having a diagnose allowing us to identify the communication problems that we need to solve, or the barriers that we have to overcome. Otherwise we would be doing “empty plans”.

Possible Actions: Design the assessment as a part of a MIM’s training process Recruiting young communicators to be involved for supporting the MIM’s communication


tasks. Collecting information through surveys, media analysis, focus groups, validation of materials,

participative workshops, etc. Processing, analyzing and writing the conclusions. Workshop for providing the diagnose results and designing the communication plan of the

project.2

Training of MIM’s directors and technical staff for its participation within the public strategy. Creation of the MIM’s volunteer team for communication issues.

Notwithstanding the abovementioned, the following guidelines are proposed, which are going to be improved once the assessment is done.

b) Research and evaluation from the general public (knowing what people think, and processes the messages and the impact of general plan). The project plans to carry out two main studies: on the one hand on perceptions of transparency in management and on the other hand, the report card of public services. Both studies are important and although not developed for this component, it is vital to guarantee their broad dissemination through newsletters and leaflets circulating in the areas of projects, but also to ensure their use for reflection and discussion with social leaders and specialists. In this sense weight should be placed not only in the production of information but in its distribution and use with opinion leaders to generate input for reflection and debate.

Possible Actions: Expansion of database of opinion leaders (politicians, academics, journalists, social, etc.)

intervention areas nationwide. Development of a virtual newsletter for dissemination to opinion leaders, especially those

who wish to engage in the dynamics of MIM. Publication and dissemination of the four studies compiled two years to analyze

developments and trends in them. Attention will be paid on disseminating these to academic audiences.

c) Information and communication system: It is referred to the implementation of a system allowing to produce permanent information, broadening the sources of information, and qualifying opinion leaders and new communication actors, all of that shall be directed towards transparency and accountability regarding the municipal investment.

Possible Actions: Alliance with radio and television programs3 that have a good rating providing them with

information material on the issue, guiding them through a User’s Manual to promote citizen participation on the issue.

Creation of a Volunteer Communication Network, supporting communication activities. Producing information for communication means: polls, information sheets, Tables of data,

surveys, press releases, articles, etc. Virtual bulletin for opinion leaders with the results of the perceptions and scorecards. Producing and disseminating cards of findings, and education pills about issues that are

significant for leaders and other social actors. Developing communication capacities within the MIM Committee and with social leaders for

their public presence. Directory of public and private institutions which know and give their opinion about the

issues that will be delivered to the media.

2 The plan has to express the general strategy, considering that it defines communication problems, objectives and results, priority public, secondary public and allies, subjects and key messages, creative concept of the strategy, communication intervention lines and actions: educational, public and political strategies, institutional synergies, functioning and operation plan per year. 3 Calandria will establish a relationship with the media and journalists of the intervention areas, with whom it already has a relationship because it has a relationship with the JOURNALIST NETWORK for years.


Updating the web site and elaborating a databank on transparency and accountability issues.

We want to guarantee permanent information; we want more opinion leaders to know about the mining canon and the use of resources issues; we want them to disseminate that knowledge; we want more sources of opinion and information consulted and recognized.

d) Building public opinion and mobilizing the citizens. We want the people to recognize themselves, to value and to have a positive attitude towards their right to communication. We want the citizens to form their own opinion and to express their points of view and proposals about municipal investments and investment priorities, through information and dialogue processes. We consider necessary to organize the participation in communications campaigns, conducting around them the following activities:

Meeting of MIM’s technical staff and communicators for designing the campaign. Forming the group of campaign initiative with the participation of many Young volunteers. Information production and dissemination of opinion surveys’ results and scorecards of the

services to introduce the issue in the media. Citizen convoys4 allowing to generate local public opinion; these may include popular theater

and/or parades with the participation of young communicators. Strategic alliance with communication means for covering the activities, and specialists appearing

in the media. Information sessions “learning in order to teach” so that young people get involved, receive

information on the issue as well as disseminate and use the findings materials and educational pills.

As part of this campaign, we will launch the MEDIA CONTEST (for press, radio and television) on municipal investment, transparency and accountability. This competition will promote reporting, MIM stories, notes and analysis of local realities that would promote initiatives to improve the quality of spending.

The campaign shall have a creative name having to do with citizen commitment towards development TUYO (you and me) CIUDADANO (citizen), similar to “bringing to the outside the citizen we all have inside”. The creative strategy won’t restrict to the abovementioned actions, but it may include a CITIZEN CONGRESS (where citizens have their seats), LOCAL CHARACTHERS (example, the guy exchanging money: “Ancash needs change. If you want a change, start changing yourself.”), men holding signs, ads presented as a play on public spaces (buses, streets, squares). The strategies for public stimulation belonging to social advertisement may be used by young people and the campaign staff.

d) Relationship with the media and the journalists: Traditionally the relationship with journalists was limited to press releases and / or press conferences, establishing an instrumental relationship. The relationship with journalism as any relationship needs to be cultivated, interesting them in the subject, demonstrating the use for their role as public informants, arousing their desire to be agents of development, encouraging their role as citizens.

In this line we consider giving special emphasis to the workshops with journalists where they are motivated and specialize in the area, providing informative material (virtual bulletins and newsletters)

4 Citizen convoy, public show mobilizing citizens, which promotes debate, opinion and education. It is a methodology created and validated by ACSCalandria 10 years ago. It is implemented in Lima and different regions of the country, which are both intervened by our projects as well as by other institutions’ advisors. The convoy incorporates actions such as artistic expressions (grafichanga), public consultation (rajecabina), surveys, citizen forum, video debate, theater, parade, information stands, and dialogue with the authorities, supplemented with education information.


and provide advice on how to treat the subject in research or special reports . We will also issue press releases and conferences whenever required and we propose the creation of a national insert to disseminate the project results. But we propose a particular way to develop a strategy to promote civic journalism involving media from another perspective, to make them mediators of public opinion and generating public opinion from the public agenda5. Proposed actions to be developed are:

a) Sensitization to media management and consultation, including radio, print and televisionb) Training journalists in civic journalismc) Preparation of work plans with explicit commitmentsd) Articulation of journalism with a civil society to form civic journalism initiative groupse) Activities during the execution of experiences:

Selecting the topic of debate, the public consultation in the media and outside Concerted public and media launch Telephone line and email addresses open to the public Views of the street, macro anfora and grafichanga Web pages of the results section Citizen Conversations: square, streets, bus stops Public debates, forums, workshops (articulated to the activity) Caravans and grafichangas Development of the public agenda, assessment and proposals Radio reports, television and print media Public submission to local authorities

f) Evaluation by city. Meetings with journalists to revizar accomplishments, and learning difficultiesg) Follow-up schedules based on shared responsibility between civil society and authorities

We believe that this strategy can be implemented at the beginning and end of the project in two stages. At the beginning to generate a public debate in partnership with journalism and then to be followed up with this production. The second could be in the fourth quarter to strengthen the intervention strategy and to share the results.

e) Image and positioning. Though image and positioning belong to a corporative communication approach, it is important to pay attention to certain elements allowing the corporative identity of the project, assuring on the one hand the editorial base line, and on the other a reminder of MIM as a monitoring space.

In this regard, we consider necessary to continue with the visual identity products (logo, brochure, stationery), providing them with a fresher touch and dynamism to reach younger people as well. Here, virtual newsletter and website will be central but require an adjustment to redesign to make it more friendly, accessible, because although the design is simple access to printed materials is slow. Graphic materials need to have a similar graphic line but with a characteristic of every area. We could think of a jingle highlighting the MIM’s central idea. For that purpose a communication manual shall be elaborated for all MIMs, including elements of corporative identity, but mainly the agreed communication strategy to be implemented.

f) Strengthening of the identity of the MIM. While internal communication is part of project management, the website will promote it through the use of intranet. Here is necessary to promote that the institutional team to identify with the mission, that there are good human relations, conducive to efficiency and productivity. It is therefore important that there is a communication system functioning on the electronic network in a timely manner and that the different team members know how to use communication tools like Skype, intranet, email, etc. They will receive a training in use of the web. The assessment and planning meetings will help run the project, but will also take into account MIM staff in a fluid system of information sharing, and training for knowledge management.

5 This experience began in Colombia and Calandria has run this for 10 consecutive years in 10 regions of the country, and has been validated as a strategy that challenges and and generates committment from journalists to their role as citizens.


As mentioned at the beginning of this section the plan and communication strategy will be established after assessments in a participatory manner with the technical MIM teams and the selected communication coordinators.

a.4. Capacity-building component.

The actions designed and implemented in this capacity building component will focus mainly on local authority participants from the MIM districts in the different regions, as part of this first phase of proposal development. It will also involve the participation of other local leaders and women leaders, adding the involvement of influential local opinion leaders who are key to spreading and affecting the issue of accountability. In addition, it will involve the participation of journalists, who will inform and raise awareness of the themes that are detailed below.

We will promote opportunities for analysis and reflection among the participants through the development of training activities, and the production of educational materials. Through follow-up visits to be held for each MIM, we will also provide ongoing technical advice.

Each training process will include entry and exit assessments to measure the level of learning on the content and practices that have been developed with the participants.

This component of capacity building, in promoting learning spaces, will take into account gender, intercultural and inter-generational perspectives, as participants will be both adults and youth, which will require care and attention to ensure that the messages and methodologies are suited to these different groups.

Thematic axis to be developed in this component include:

Local issues: development demands and needs, poverty gaps on the agreed development plan.

Municipal bodies: Municipal roles and functions before development. Municipal economic situation and municipal investment priorities. Canon importance as Municipal resource.

Citizenship-building: citizen perceptions and practices, information demands and needs for an informed opinion.

Democratic governability: participative Budget and accountability as a civic dialogue.

Capacities will be built in:

Research and analysis of public opinion about canon flow and municipal investment priorities. This implies to know and practice some information access methods, web use, sampling techniques and data collection; as well as analysis methods.

Management monitoring of the agreed development. This implies to be familiarized not only with the plan for development, but to follow-up the human development indicators stated by INEI. Analyze, compare and evaluate the type of data needed.

Communication skills to establish relationships with local actors (social, political, economic, academic). These referred to identify different local actors through a map of actors, to know public ones and their interests to create a specific relationship with them.

Public advocacy skills: reach non-organized population through media and communication spaces, differentiating the suitability of each strategy in relation to publics and objectives.

Networking and socialization skills for good practices. Here, the need to systematize their own experience, follow it up and make it spreadable.

Teaching skills. This implies to know some tools to develop informative and educative sessions for leaders and authorities regarding knowledge socialization and to develop their own knowledge.


The foreseen modalities are: a workshop common to all actors in each region, specific meetings per actors, educative materials and workbooks, technical assistance during monitoring trips and self-evaluation.

The modalities to be used will be: technical assistance, national encounters, a workshop in each department, training, educative materials and workbooks that will be prepared as soon as the profile to be used is defined.

a.5 Provision of Incentives

Annual monitoring contest for mediaWith this, we expect to encourage media to seek information on the topic, develop a story, analyze information, interview experts and thus, qualify the debate on the development agenda priorities. Likewise, those media covering accountability processes from authorities and viewing the participation of the civil society will be specially awarded. This contest will be sent to a 2000 journalist database from the Journalists’ NETWORK administered by Calandria. Specific follow-up will be performed at project intervention areas. Three categories will be awarded: radio, press and television. We will invite our consultancy committee as part of the jury and to attend the Awards Ceremony.

Through this contest, we intend to motivate selected local governments to promote and organize it, in an innovative manner with an active participation from civil society. The following criteria will be used as selection basis: civil society participation level, impact and coverage before citizens, contents and the use of monitoring tools provided by the project.

Annual monitoring contest for Civil society

For this contest, we start from the approach that civil society needs incentives to support their contribution in the local development action. In other words, to realize their participation costs. This is why experiences will be reviewed. Also, and with the consultant committee, adjustments will be done, highlighting criteria as an acknowledgement of their time, participation innovation, the call for contest and the organization of the experience itself. We will stress Surveillance Committees call. We will seek media to widely cover the publicity and results of this contest.

Annual Award to Social AccountabilityThe municipal accountability work will be considered based on the Accountability Index developed by the MIM

Each of the contests implies a prior dissemination campaign, virtual and public work during different activities and with different publics, inviting alliances to contribute in its diffusion.

The dialogue with other experiences will be of special interest. For example, for Municipalities Contest, to prioritize the Good Practices Award from CAD in the category of Transparency and Information Access, in coordination with organizers.

B. WORK PLAN

The work plan is organized considering a consecutive intervention between regional and national, in a coordinated way.

The plan is outlined in greater detail in the work schedule (see below), and includes:


Start up activities Support to the operation of the MIM in the regions Activities in the communication and information dissemination component Activities in the Capacity Building component The provision of incentives, through annual competitions The creation and public presentation of three new MIM And overall project activities, including monitoring and evaluation, strengthening the MIM Peru

network, evaluation of innovations proposed by MIM technical teams, management of the MIM Web and Intranet, channeling resources for the operation of the MIM, and systematization of experiences and knowledge management.

C. ORGANIZATION AND STAFFING

The consortium formed by CARE and the Social Communicators Association CALANDRIA agree on articulating and complementing their specialties for achieving the proposed objectives. That implies having more staff than the one directly compromised, establishing a permanent dialogue with its other areas and professionals of its institutions to guarantee the success of the project.

In this regard, though both are committed to with the project’s objective, holding a permanent dialogue for strategic decision-making, they agree that CARE would be the leader institution of the project, being responsible for the relationship with IFC/WB and being accountable for the project management. CALANDRIA will coordinate and report to CARE about the design, management and evaluation of the communication strategy, articulating with the component of capacity development, influence and global activities.

Directors and executive authorities presented use the model that is being operated and that has been validated in similar consortiums.

Board of Directors. It is formed by CARE and Calandria representatives, offering to IFC/WB representatives to be part of it. Its role would be establishing political, programmatic and budget guidelines for the project, assessing the progress of the project twice a year and approving the plans. Furthermore, it has to be a space for dialogue, for solving controversies and/or for learned lectures that would impact on the project’s strategic level. They will meet every two months.

Consultant Committee: It has been proposed that this authority should be formed by opinion leaders of the social, entrepreneurial, political and academic fields, able to guide the strategies of the project, but who will be mainly the allies for the public visibility strategy, helping to choose the issues that will form the public and political agenda. This authority would be managed by Calandria’s representative Marisol Castañeda, ex President of the Radio and Television Advisory Council of Peru, and it could count with the participation of well known leaders, such as: a) Julio Díaz Palacios, coordinator of Red Peru, a space for dialogue and initiatives, b) Federico Arnillas, President of the Mesa de Lucha contra la pobreza (“Committee to fight against Poverty”), c) Beatriz Boza, director of Ciudadanos al Día (“Citizens up to date”), promoting Good Governement Practices, d) Rosa María Alfaro, director of Calandria and the communication oversight committee, e) Rocío Villanueva of the CARE Peru’s Board of Directors and the Human Rights National Committee, f) CARE Peru’s national advisor for accountability, among others. It will meet four times a year and the meetings will be supported by public participation, articles, and presentations.

Direction of the project. Formed by the Project’s director6, operating with the Project’s coordinator and a Direction assistant. It will ask a Calandria’s representative to participate in the activities coordination. Its role is making decisions about implementing an operation plan and its

6 We are proposing the the Project Director work at 75% of time, to ensure her continued participation in spaces that can add significant value to the MIM, including the National Dialogue Group on Mining and Sustainable Development, and the Red Perú (of Local Concertation Initiatives).


budget, without affecting the objectives, using the results of the evaluation and monitoring. It will also evaluate and adjust the roles of the consortium’s institutions for a better exploitation of institutional capacities. They will meet once a month.

Working team: All the staff is included here, for example: the senior communicator, the specialist in capacities development, two economic analysts, the junior communicator, the web page support, as well as the coordinators and technicians of the MIMs. The project coordinator will establish a direct relationship with the staff in Lima and the regions for the corresponding monitoring on their working plans. In addition to the 9 staff outlined in the request for proposals, we are also including a Program Assistant for the Project Director, to support the overall management of the MIM project, and national coordination activities. This position would be selected in coordination with IFC/WB upon project startup.

MIM Board of Directors. To promote a proper dialogue the MIM will create a Board of Directors with the purpose of approving, implementing and evaluating the working plan, appointing its President with whom it will make the operative decisions for timely achieving the objectives. All MIMs Boards of Directors will meet annually to evaluate and plan their activities together with the Project’s Directorate.

We will establish moments for planning, monitoring and evaluating the project, so that this organization will work properly.

The planning would take place once a year, when the project starts coordinating with the MIMs Boards of Directors and the project’s directorate. Those plans would be approved by the corresponding authorities. The planning would include both the activities that will be conducted and the type of technical assistance necessary for MIM operations, as well as the administrative supplies.

The assessment would be conducted every six months, at every level, starting with MIM’s reports that will feed the debate and other information provided by the diverse authorities. Thus, the evaluation of activities and products will be differentiated from the evaluation of results and objectives, within the scope of compliance. Besides the opinion of the staff in charge, we will also include opinions of the public and specialists in order to include a critical view and collecting recommendations.

a) Regarding the issues subject to monitoring and evaluation, the following are examples of issues that would be emphasized:

- Context and situation, changes in the discourses and practices of the public beneficiary of the project.

- Compliance with the objectives and results of the project.- Efficacy and relevance of the intervention strategies- Achievements, strong ideas, lectures learned, knowledge, attitudes, practices.- Evolution of perceptions and opinions of the public beneficiary of the project. - Impact and/or achievements within institutions and organizations.- Projects coverage considering direct and indirect recipients/beneficiaries. - Quality of the services provided by the project- Progress towards sustainability and project’s strategies.

b) Regarding the specific issues of communication and education quality:

Handling and thematic approach:� Clarity and coherence of contents and subjects proposed.� Thematic adjustment to the public and the objectives.� Pedagogical development of educational processes� Citizen perspective and sustainable development� Diversity and ethical position towards the issues.


Quality of the established communication: � Variety in the media language.� Quality, opportunity and frequency of spaces.� Technical quality of communication products� Creativity at using media resources.� Communication climates generated.

The abovementioned has to be included in a report system, using the results to feed the corresponding evaluation and reprogramming processes, starting from the Monitoring and Evaluation Plan.

The monitoring would be conducted in two levels or moments through periodical visits to the MIMs, from which monthly reports will be written; and the semestral participative evaluation, which would collect the opinion of the public. Processing the evaluation cards of the activities conducted will also a part of the monitoring process.

It is expected that the programmatic decision-making takes place within the framework of these processes. However, the analysis of the local, regional and national situation would also be included as a part of the monitoring, analyzing elements impacting on the project’s objectives or those being an opportunity to project the model.

All of this will be included in detail in the corresponding Planning, Monitoring and Evaluation Plan, which would specify the instruments and sources for collecting information, as well as the corresponding indicators.

The Web site would allow people to be informed and up to date regarding the activities that will be conducted, and it is mandatory to include the corresponding actions. However, to have a timely and efficient communication with the MIMs and the Project’s Directorate we would use e-mail, skype, and Nextel phone/radio shared network.

The administration management operation would be based on the budget and accounting system used currently by CARE. It counts on specialized software that allows entering payment requests, issuing checks, rendering activity, suppliers’ database, etc., as well as getting the balance and financial reports on line. We also have institutional accounts, from which transferences may be done through security systems.


TEAM COMPOSITION AND TASK ASSIGNMENTS

Professional Staff

Name of Staff Firm Area of Expertise Position Assigned Task Assigned

Marina IrigoyenCARE Perú consortium with Calandria

Project Direction, monitoring and evaluation. Inter-institutional relations. Analysis of socio-political processes.

Project Director General direction of the projectSupervision of narrative and financial reports and relationship with MIM (Improvement of Municipal Investment by its acronym in Spanish)Institutional representationContext analysis

Maritza MayoCARE Perú consortium with Calandria

Masters in Social Management

Project Coordinator

Overall project coordinationProject coordination and supervisionFormulation of narrative and financial reportsSupport in the relationship with MIMSupport in context analysis

Virna ValdiviaCARE Perú consortium with Calandria

Social Communications for Development

Communicator The assigned tasks are referred to the design, conduction and monitoring of the communications strategy, emphasizing the relationship with publics and public opinion.

Lizzett Graham CARE Perú consortium with Calandria

Social Communications and Journalism

Junior Communicator

These tasks are referred to the implementation of the strategy activities emphasizing those related to public spaces and material production.

Vilma RodriguezCARE Perú consortium with Calandria

Educator Capacity Building Specialist

Design and implementation of educational strategies in coordination with the social communication team. Advice to local teams for the organization, facilitation, monitoring and evaluation of initiatives for capacity building.

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Job HuaripataCARE Perú consortium with Calandria

Social Communications and New Information Technologies

Web Support The functions are designed to give support updating the MIM website and its intranet making it more user-friendly, with updated information and useful documentation for the MIM network and the Project’s network activities.

Jhonny PalomaresCARE Perú consortium with Calandria

Economist Economic Analyst Follow-up on plans, development and local public investment projects on their pre-investment, investment and post-investment stages.

Follow-up on local governments’ investments utilizing tools such as the Project Bank of the SNIP (National System of Public Investments for its acronym in Spanish), the information registered in the SIAF (Spanish acronym for Integrated System of Financial Administration), among others.

Elaborate statistics about the income originating from mining and municipal investments.

Assess the coherence of the investments in relation to the investment priorities determined in the planning instruments such as the Local Development Plan and guidelines for the sector.

Carlos Palomino CARE Perú consortium with Calandria

Economist Economic Analyst Follow up on the development plans and its local public investment projects promoting the responsible participation of the civil society for the better use of the resources.

To implement a follow-up method for the

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municipal investments on their pre-investment, investment and post-investment stages with the use of tools such as the Project Bank of the SNIP, among others.

Analyze and elaborate statistics about income for municipal investments originating from mining taxes and other sources.

Evaluate the coherence of investments in relation to the investment priorities determined in the planning instruments such as the Local Development Plan and guidelines for the sector.

José López TuestaCARE Perú consortium with Calandria

Professional Accounting

Accounting Support

Contract management and salary payments for the technical teams of the MIM, direct resources for the appropriate functioning of the MIMs and the resource management for the central activities of the project.To verify the following of the general and specific financial administrative guidelines as established by donors.To complete the projects’ financial reports according to the donors’ forms.

Support in the accounting information of the POA (Annual Operational Plan) for the annual report to be delivered to the Peruvian Agency for International Cooperation (APCI).

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01. CURRICULUM VITAE (CV) FOR PROPOSED PROFESSIONAL STAFF

1. Proposed Position: DIRECTOR

2. Name of Firm: CARE Peru

3. Name of Staff: MARINA IRIGOYEN ALVIZURI

4. Date of Birth: November 25, 1952 Nationality: Peruvian

5. Education [Indicate college/university and other specialized education of staff member, giving names of institutions, degrees obtained, and dates of obtainment]:

Bachelor of Arts in Sociology. Pontificia Universidad Católica del Peru. 1971-1976

Master in Sociology, major in Organizational Development. Escuela de Graduados Sociología. Pontificia Universidad Católica del Peru. 1998-2000

Postgraduate Study “64th International Course on Housing, Planning and Building. Environmental Planning and Management.” Institute for Housing and Urban Development Studies HIS. Rotterdam. 1994

Project Design and Planning. CARE Peru. 2009-2010

6. Membership of Professional Associations: (a) Peruvian Society of Sociologists. (b) APEBHO - Alumni Association from Holland. (c) Dialogue Group on Mining and Sustainable Development in Peru

7. Other Training [Indicate significant training since degrees under 5 - Education were obtained]:

International Training Program “Local Environment Management, a multi-sectoral approach to Agenda 21 and Sustainable Development” (first and second levels) Interconsult Academy – ASDI. Surabaya and Bali (Indonesia) and Karlstad (Sweden) 1999- 1997.

Tailor-made Briefing Program: Community management, gender, water supply and sanitation. International Water and Sanitation Centre I IRC. The Hague, Netherlands 1991

Regional Course on Employment and Income organized by ILO-PREALC. Santiago, Chile. 1985

8. Countries of Work Experience: [List countries where staff has worked in the last ten years]:

Within the framework of the regional project Promoting the Rights of Indigenous Peoples in the Management of Natural Resources of the Amazon Region (For more information, see point 11).

9. Languages [For each language indicate proficiency: good, fair, or poor in speaking, reading, and writing]: English: speaking: good; reading: good; writing: good

10. Employment Record [Starting with present position, list in reverse order every employment held by staff member since graduation, giving for each employment (see format here below): dates of employment, name of employing organization, positions held.]: From 2001 to date: CARE Peru National Coordinator of the Governance and Dialogue in the Extractive Industry Program Member of the Extended Management Team Former Coordinator of CARE Peru Gender Equity Committee and CARE Team for Sexual


Exploitation and Abuse (SEA) Prevention, representing Latin America. Ex member of the Management Team Coordinator of regional project (Peru, Bolivia and Ecuador) Promoting the Rights of Indigenous

Peoples in the Management of Natural Resources of the Amazon Region Ex Coordinator (i) of the Strategic Management Unit (UGE) Former Manager of Democratic Governance and Civil Society – National Advisor in Civil Society

for the Sustainable Food Security Networking Program (REDESA) From 1991 to 2001: Centro de Investigación, Documentación, Educación, Asesoría y Servicios – Centro IDEAS. Social research professional Former President, previously Executive Director and Sub-director (from 1992 to May 2001)From 1981 to 1991. Centro de Investigación, Documentación, Educación, Asesoría y Servicios – Centro IDEAS Urban Program Director Management of urban development projects: design and definition of proposals, coordination,

follow-up, evaluation, advisory, institutional representation Previously: Coordination and implementation of urban projects (local, comprehensive health and

environmental sanitation services, promotion of women, microenterprise and factory labor projects), together with advisory and training actions, development of educational materials, dissemination, participatory planning, assessments

From 1984 to 1985. EVISA Director of the newspaper “The Messenger” in the Eastern area of LimaFrom 1979 to1980. SEPAS Servicio Evangélico para la Acción Social. Coordinator of the Agrarian Situation TeamDe 1978 a 1979. CIED Centro de Investigación y Educación para el Desarrollo. Social Researcher of the Agrarian Situation Study1978. Centro de Capacitación y Promoción Familiar. Teacher of the course “Women and development” 1976. Pontifica Universidad Católica del Peru. Responsible for practical instruction in the course “Social Reality in Latin America”

11. Detailed Tasks Assigned

Project management

Guidance to national team for the design of strategies for strengthening leaderships and social organizations.

Programmatic guidance for surveillance, creation of networks/strategic alliances, and implementation of policy advocacy actions.

Theoretical and practical management of governance, citizenship, democracy, sustainable mining, local government issues. Context analysis and actor mapping.

12. Work Undertaken that Best Illustrates Capability to Handle the Tasks Assigned

From 2001 to date: CARE Peru Design of strategies for the Governance and Dialogue in the

Extractive Industry Program. Design and management of institutional policies on gender

equity Participation in management spaces Context analysis Periodic monitoring and evaluation of projects Staff coaching Management of inter-institutional projects and programs (food

security, urban governance, human rights, dialogue on mining, conflict prevention). Average annual project portfolio: US$ 600,000

Writing and supervision of reports Coordination of regional projects (Peru, Bolivia and Ecuador) on

rights, indigenous peoples, and environment Participation in institutional evaluations (Chopcca, Urban

Governance, and Mining and Sustainable Development projects, etc.)

Coordination of interdisciplinary teams Participation in inter-institutional coalitions, representing CARE


Excellent writing and communication skills. Ability to synthesize. Basic media relations.

Knowledge of and supervision in most regions of intervention, and other situations in Latin America as reference.

Relation with different actors including social leaders, local authorities, media.

Experience leading interdisciplinary teams

Availability to travel and knowledge of national and local context.

Peru: Dialogue Group on Mining and Sustainable Development; Red Peru de Iniciativas de Concertación (Peruvian Network of Local Development Roundtable Initiatives)

Relationship with local government authorities, Congress, Executive branch of power (MINEM, MINAM, Ministry of Culture, and others)

Coordination with social organizations at national and regional (Bolivia, Peru, Ecuador) levels.

Coordination with national and local public and private institutions

Publication “Costos y Beneficios de la participación” (Costs and Benefits of Participation) Irigoyen Marina y Arroyo Juan. CARE Perú, otros. 2008

Consultancy – Published study: Irigoyen Marina y Machuca Rosseles "Aprendiendo a construir juntos el futuro. La mesa de Concertación de Huamachuco" (Learning to Build the Future Together) - CARE Peru. 2002

Consultancy – Published study: Irigoyen Marina, Balbín Doris, Tavara José, López José Luis, Gallo Luz María, Montalvo José. “Municipalidades y Gestión Ambiental” (Municipalities and Environmental Management) - Programa APGEP-SENREM. . 2002

From 1991 to 2001: Centro de Investigación, Documentación, Educación, Asesoría y Servicios – Centro IDEAS. Social research work, editing of articles, books, papers Management of multidisciplinary teams in her positions as

president, executive director and sub-director. Management of ecological agriculture water and sanitation,

development and urban planning projects Systematization of social processes Participation in and leadership of spaces for coordination and

management Context analysis Periodic monitoring and evaluation of projects Staff coaching Magament of inter-institutional projects and programs. Writing

and supervision of reports Participation in institutional evaluations Coordination of interdisciplinary teams Participation in inter-institutional coalitions Coordination with national and local social organizations Coordination with national and local public and private

institutions

De 1981 a 1991. Centro de Investigación, Documentación, Educación, Asesoría y Servicios – Centro IDEAS Urban Program Director. Management of urban development projects: design and

definition of proposals, coordination, follow-up, evaluation, advisory, institutional representation

Previously: Coordination and implementation of urban projects


((local, comprehensive health and environmental sanitation services, promotion of women, microenterprise and factory labor projects), together with advisory and training actions, development of educational materials, dissemination, participatory planning, assessments.

Editing of books including: “¿Concertación Interinstitucional. Sueño Imposible o realidad en construcción?” (Inter-institutional Consensus Building: the impossible dream or reality under construction?) .Centro IDEAS-APRISABAC, Lima. 2000

From 1984 to 1985. EVISA Director of the newspaper “The Messenger” in the Eastern part of Lima.Knowledge of journalistic work.

13. Certification:I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly describes me, my qualifications, and my experience. I understand that any willful misstatement described herein may lead to my disqualification or dismissal, if engaged.

Date: 19/01/11[Signature of staff member or authorized representative of the staff] Day/Month/Year

Full name of authorized representative: MILOVAN STANOJEVICH


1. Proposed Position COORDINATOR

2. Name of Firm CARE Peru

3. Name of Staff [: MARITZA JESÚS MAYO D’ARRIGO

4. Date of Birth: September 8, 1956 Nationality: Peruvian

5. Education “Universidad Ricardo Palma”, Architecture, 1973 – 1981. Lima, PeruArchitecture Bachelor: 16 de mayo 1986.Professional degree of Architect: 21 de February 2001.

6. Membership of Professional Associations:


Master: Social Management. Pontificia Universidad Católica del Perú (PUC) 2003 –2004. Governance and Political Management. PUC, CAF, George Washington University. July –

December 2004. Diploma 2005.


Negotiation and Solution of Conflicts. 2000. Universidad de Lima. Social Planning. Escuela de Planificadores Sociales, SUR - Profesionales. March 1991 – February

1992. Chile. Development of Management Business Capacities. CAME – Universidad de Piura. 1998 – 1999

8. Countries of Work Experience: [List countries where staff has worked in the last ten years]:As consultant: Chile, Bolivia, Ecuador, Colombia, Paraguay, Uruguay, Venezuela, El Salvador, Guatemala, Nicaragua y Honduras.

9. Languages English: reading: good; speaking: fair; writing: fair

10. Employment Record [Starting with present position, list in reverse order every employment held by staff member since graduation, giving for each employment (see format here below): dates of employment, name of employing organization, positions held.]:

From 2002 to 2011. Consultant

From 1982 to 2001. Several fulltime jobs.

11. Detailed Tasks Assigned11.1.As consultant:

To evaluate and analyze different situations and potential of civil society groups, grassroots organizations, government authorities (municipal and regional level) in development issues, governance and environmental management. To analize enhance gender approach; to contribute in the design and implementation of the educational strategy; to travel to different provinces establishing posiitive relationships in civil society and local authorities.


12.1. As consultant:

In other countries:DIAKONIA – Bolivia. Consultancy. Evaluation of the project "Democracy with Gender Dimension in the Management of the Local Development" and "Institutional Evaluation of CEDETI" 2003.DIAKONIA - Regional offices of Centre and the South America. Consultancy. Report the contributions of local counterparts to the processes of Decentralization and Citizen Participation in Latin America (Colombia, Peru, Bolivia, Paraguay, El Salvador, Guatemala, Honduras and Nicaragua). 2003- 2004. University of Toronto, Universidad de San Simón and CEBEM. Bolivia. Teach at the Master Degree “Local Development and Municipalities. Course: Consensus Building and Strategy Planning, in Cochabamba and La Paz, Bolivia. 1998.SUR Profesionales. Chile. Co-research “The Role of Women in the Urban Improvement of the Suburb La Pintana”. SUR Profesionales. September – December 1992. Santiago, Chile. Co-research “Urban Development Evaluation of the Centre of the City of Santiago During the Military Government”. October 1991 – August 1992. Santiago, Chile.

In Peru:ARARIWA. Co-evaluator of the project "Promotion of concerted actions for rural development in the watershed of Four Lakes and support to regional development: 2009-2011" Cusco. January 2011.ILLIARI - CARE PERU. Development of baseline on the progress of the processes of institutional accountability in Huancavelica, Huaraz and Cusco. August to December 2010.Municipality of Huamanguilla - HUANTA, Belgian Technical Cooperation - UNICEF. Responsible of the Plan of Commonwealth


Municipal Wari. September 2009 - February 2010.CARE - PERÚ. √ April-May 2010. External evaluator of middle term of the

Governance project in the Andes II, Apurimac and Puno.√ September 2009 – February 2010. Development of

Environmental Agendas of four district of the province of Aymara, Apurimac, completion of the Development Plan of the Province and training in development and municipal management.

√ December 2008 - January 2009. Systematization of the project for fattening cattle, draft Employment Fund. May to August 2007. Co-responsible for self-diagnosis of Native Communities Aguarunas of Cajamarca and San Martín.

√ November 2006 - July 2007. Research coordinator - Action on Good Government in the provinces of Celendín and Andahuaylas.

√ March to August 2006. Co-responsible for consulting on Decentralization in Health at the Municipal Level in Piura and Huancavelica.

PROFONANPE - WORLD BANK - KfW. PRONAP project. Diagnosis of the institutional capacities of 10 regional governments to manage regional conservation areas. July - October 2008.MINISTRY OF ENVIRONMENT. Facilitation workshop for the Strategic Plan of Vice-ministry Natural Resources. August 2008.NETWORK OF RURAL MUNICIPALITIES OF PERU - REMURPE. Development of the Baseline and adjust the project on Biodiversity and Municipal Development in Peru, Municipal Conservation Areas (TNC). February to May 2008.PROPOLI. Head of mission evaluation. Program to Combat Poverty in Metropolitan Lima. PROPOLI (16 millions euros). March to June 2008.SASE - PROFONANPE. Member of the consulting team, responsible for construction of indicators and baseline of the Protected Nat. Area Paracas component responsible for participatory management. May-Nov07. SNV (Dutch Service for Development Cooperation) - Regional Bureau of Agriculture Huancavelica. Responsible for drafting the plan of the department of Huancavelica Agriculture 2007-15. March-Oct.06.CEPES. Responsible person of the elaboration of 8 Popular Guides of Development Capacities for Local Municipalities. March - April 2005.PROFONANPE - WORLD BANK, in agreement with INRENA. February - December 2004. Design the proposal of Participatory Management of the Protected Natural Areas.CONSEJO NACIONAL DEL AMBIENTE (CONAM). October - December of the 2004. Consultancy to promote the environmental management system in 7 regions of the country at local and regional level.SNV (1997 – 2004)√ Strengthen of the Development of Capacities for the Local

Management in Lucanas - Ayacucho. January 2004. √ Evaluation of processes of local management in course in the

differents provinces of Peru. October 2000.


√ Report on "Situation of the Association of Municipalities of the Peru '". February 1999.

√ Make a report on 11 Municipalities about local processes in Iquitos and San Martin (North Peru). July 1998.

√ Studies of the municipal managements, and the processes development in 3 provinces of Ayacucho and 2 of Huancavelica. April 1998.

√ Make a report on 18 provincial Municipalities (urban and rural) and their building of consensus for progress and development, in Cajamarca, La Libertad and Lambayeque. February – May 1997.

ATINCHIK - GREEN LIFE - NATIONAL PARKS. Member of the assessment team of the "Master Plan of the Protected Natural Area Huascaran National Park," responsible for the evaluation component Participative Management. October 2005 - May 2006.PROFONANPE - INRENA. Strengthen of Committees of Protected Natural Management of Area. 2002-2003.CEPES. Proposal of Development Capacities of Local Management in Huancavelica. February 2003.FILOMENA TOMAIRA PACSI. External evaluation of the project "Enterprise Promotions and Local Development of the Province of Yauli – La Oroya". SUCO. 2003.NEXOS. Consultoría para el Desarrollo, CORDAID. External co-evaluator of middle term of the project "Development of the Interdistrital Industrial of Metropolitan Area" (2001-03)", executed by Alternative, Lima. Project that contemplated to the role of the municipalities and the aspect of local economic development. August - September 2002NEXOS. Consultoría para el Desarrollo, CORDAID, FASTENOPFER. External co-evaluator of the project "Habitat and Citizenship" (2000 - 2002) for the province of the Cusco, executed by the Center Huamán Poma de Ayala. This project was based on the role of the municipalities in the participatory processes of development. May - Jun02. DESCO (PAED), CORDAID. External co-evaluator of middle term programme "Modernization of the Production and Strengthen of the Local Organizations in Motupe (2000-2002)" of CICAP, Chiclayo. Julio 2001.·DESCO (PAED), CORDAID. External co-evaluator the ”Urban Environmental Project” in the North of Lima, Alternativa. April 1999.OXFAM UK, DIAKONIA, CHRISTIAN AID. External co-evaluator the “Urban Environmental Protection” Project implemented by UNES in la Oroya. January 1999.

11. 2. Detailed Tasks Assigned

Full Time

To coordinate and lead the team work creating a friendly and effective athmosphere.

12. 2 . Work Undertaken that Best Illustrates Capability to Handle the Tasks Assigned

Full TimeConsejo Nacional del Ambiente (CONAM - National Environment Authority) – Capacity 21 United Nations. Regional and Local Co-ordinator. Project Capacity 21. Responsible to promote regional and local environmental policies and projects in different regions of the Peru. April 1999 to September 2001AMPE (Association of Peruvian Municipalities).


√ Executive Secretary. Responsible to management the institution and to promote the development of the Municipalities in Peru. 1998.

√ National Co-ordinator of the Urban Management Programme (United Nations) in Peru. 1998.

√ National Co-ordinator Habitat Programme 1996 – 1997.Municipality of Cajamarca - ASODEL (NGO). Executive Secretary Mesa de Concertación of Cajamarca (Committee to Build Consensus). The experience was selected by national government as the Best Practice in Peru; and among the Best Practices in Latin America (Urban Management Programme) for the World Summit of Habitat II (Istanbul, 1996). April 1993 – September 1996CIDAP. Urban planning advisor to local government in several districts of Lima. Duties: Participation in diagnosis, proposals, and execution of projects. Use of participating methodologies. Sept 1988 – Feb 1991CIPUR. Urban Planning of the Northern area of Lima. Worked with grassroots organisations and use of participating methodologies. March 1998 – August 1998CIPEP. Advisor to the Municipality on Urban Planning of Carabayllo, Duties: Responsible person for implementing the Urban Plan of Carabayllo. Worked with grassroots organisations and use of participating methodologies. September 1982 – February 1998.

13. Certification:

I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly describes me, my qualifications, and my experience. I understand that any wilful misstatement described herein may lead to my disqualification or dismissal, if engaged.





1. Proposed Position: COMUNICATOR

2. Name of Firm: Association of Social Communicators Calandria

3. Name of Staff: VIRNA BRINNE VALDIVIA PALOMINO

4. Date of Birth: October 31, 1965 Nationality: Peruvian

5. Education Bachelor in Social Communication at the Universidad Particular San Martin de Porres, Master’s Degree in Policy Science, majored in Public Management at the Pontificia Universidad Catolica del Peru. She followed postgraduate studies in Comprehensive Communication at the Universidad Javeriana, in Bogotá, Colombia, and specialization studies in Social Planning for Local Development in Chile, Policy Communication at the Universidad Complutense in Madrid, Spain, Decentralization and Local Management in Bolivia, and received management training for project accompaniment and implementation, such as monitoring and evaluation of social programs, management for results, and technical advisory.

6. Membership of Professional Associations: __________________________________________________________________

7. Other Training

She has held various responsible positions at project level, being in charge of professional teams. She has also been responsible for Local Management Advisory as a facilitator of processes, by using a coaching approach. For a few years, in charge of programmatic implementation of communication issues in its relation with policy management. From the different areas of communication, she contributes to the construction of Democratic Governance, affirmation of local and regional development processes, and strengthening of communication fabric for policy management.

Educational materials

¥ Communication tool kit, leaflet entitled “Policy Communication Strategies”.¥ Series Decentralization and local development, “Manual for Rural Communicator”: issues “Comunication in development management: concerted planning and participatory budgeting”; “Construction of public agendas”.¥ Series of three leaflets on Democracy and Development (citizen participation and leadership) oriented to leaders in Trujillo, for a local NGO¥ Communication Guide for Local Governments, for NGO Fortalece


9. Languages [For each language indicate proficiency: good, fair, or poor in speaking, reading, and writing]:


Portuguese: speaking: fair; reading: good; writing: good English: speaking: fair; reading: good; writing: fairFrench: speaking: fair reading: fair writing: fair


From May 2004 to date:ACS Calandria. Director of the Policy Communication Program From 2001 to 2003:The Netherlands Development Organization – SNV Peru. Local Management Advisor for the Amazon Region in Peru for capacity strengthening of meso-organizationsFrom 1996 to 2000: A CS Calandria. Team of Local Governments and Citizen Participation (up to 2000). Expert in democratic governance from a communication perspectiveFrom 1994 to 1995:Center for Research and Promotion of CAMPESINOS (CIPCA). Training in local governance in Upper and Lower Piura.From 1992 to 1993:Radio La Voz de la Selva. Responsible for the radio pastoral line, with one cultural and two pastoral

programs.From 1988 to 1991:National Board of Social Media. Responsible for the National Radio Office.


Design, management, monitoring and evaluation of project communication plan and strategies.

Coordination of a strategy for regional and national media relations, for commitment to the project.

Design, monitoring and evaluation of communication campaigns to create public awareness and public opinion.

Design and management of training events for local media practitioners and opinion leaders

Coordination and supervision of educational and communication quality of communication materials and/or events.


[Among the assignments in which the staff has been involved, indicate the following information for those assignments that best illustrate staff capability to handle the tasks listed under point 11.]

Director of the Policy Communication Program, Association of Social Communicators Calandria, May 2004 to dateProgrammatic implementation of institutional areas including media democratization and governance by using a communication approach; team organization, and management of development communication projects that are related to policy management: Development of training program “Comunicándonos

representamos Mejor”, on policy communication strategies for legislative representatives, counselors of congresspersons, and political parties representatives.

Advisory in media relations and design of fairs and public campaigns for media team of congresspersons.

Promotion of media ethics and self-regulation of the media in 8 regions of Peru, development of a Participatory Code of Ethics (participation of producers, management staff and teams of reporters), subsequently she´s gone to journalists and universities in Guatemala and Nicaragua.

Public Advocacy “Growth with Inclusiveness”, for the creation of regional inclusive public policies. Worked with the Legislative for debate and generation of a proposal within the


Supervising editing of documents that systematize and promote results.

Analyzing results of perception studies on the MIM and report card containing the base of the bulletin.

Participation in the design of the Project projection activities (seminars, conferences, etc)

Giving orientation for different publics on the contents and communication methodology of the capacity-building program.

Congress house. Assessment and Communication Plan guidelines in the Regional Government of Cusco to incorporate an inclusive approach.

Advisory and training for Regional Government of San Martin, accompaniment to development process of a Strategic Communication Plan for the region, for example, foundations for implementation, leadership in managing a proposal with inter-sectoral participation.

Training and advisory in Policy Communication management for municipalities and Government agencies, with a territorial planning approach. Provision of advisory services to the Decentralization Office of the Ministry of Women and Social Development: transparency and information in the transfer process of social programs.

Coordinator of Decentralization and Public Agenda Project. Communication Initiative Groups in decentralization process “Anta contigo Avanza”, which promoted citizen participation.

Member of the technical team in the District of Comas, responsible for the preparation of a Participatory Budget and concerted planning. Provision of advisory services to the Citizen Participation Office and for the development of the Strategic Institutional Plan of the District Municipality.

Management of Public Policies on Gender and Youth project. Responsible for the first assessment phase and design of Facilitator Training Plan

Coordination of the national communication campaign “Vive la Integración”: regionalization with an intercultural approach

The Netherlands Development Organization – SNV Peru, 2001 to 2003. Local Management Advisor for the Amazon Region in Peru for capacity building of meso-organizations, by incorporating three criteria of quality: Gender, Interculturality and Ecological Sustainability. Advisory for the Loreto Provincial Municipality in participatory

methodologies for democratic management, strengthening of local institutional framework, and implementation of the Democratic Governance Program. Development planning process with a participatory methodology that incorporated gender and interculturality, oriented to people living in urban areas, and indigenous peoples.

Organizational strengthening of the MPL-N (Loreto, Nauta provincial municipality) with a proposal for a new organization structure based on a differentiated context.

Advisory and systematization of multi-sectoral meetings as a valid experience for the Amazon Region: citizen participation in a differentiated context together with a new management model that strengthens relations among actors.

Specific advisory for other municipalities in the Amazon Region: Maynas, San Juan, etc.

Organizational strengthening for Radio LVS in its policy communication project and internal/external management.

Advisory for Roundtable on Indigenous Peoples and FORMABIAP.

Center for Research and Promotion of Campesinos (CIPCA), 1994 to 1995,


Training in local governance in Upper and Lower Piura. I was focused on developing training methodologies with a communications approach to governance and decentralization. Development of a training plan. Using communication as a

theme and training methodology, educational materials (mainly graphic) were developed for community leaders in Upper and Lower Piura.

Implementation of training plan for Upper and Lower Piura, with professional staff.

Technical assistance to women’s organizations and local authorities.

Radio La Voz de la Selva, 1992 to 1993. Responsible for radio pastoral line, with two pastoral programs and one cultural program. Production and broadcast of two programs with stories,

interviews and news; network of young correspondents in the city. Also responsible for a daily broadcast music/culture program.

Organization of a workshop on radio and social organization for youth.

Collaboration in planning and organization of development courses for community members in the riverbank area.

National Board of Social Media, 1988 to1991. Since 1990, responsible for managing the National Radio Office. Achievements include: Organization of the First National Conference for Social

Communicators Coordination with UNICEF and released of Arco Iris radio

System (connection of amateur radio operators at national level)

Collaboration in a feasibility study for the installation of a radio station in Tarma - San Ramón.

Talks and workshops on alternative communication issues for church youth groups.

Formulation of project and coordination with UNICEF to launch the national campaign “Primero los Niños”.

Development of communication projects Other assignments:MINEM, Technical leadership of a team that prepared a communication strategy for EITI-Peru, and dialogue with the Ministry of Energy and Mining in order to promote transparency practices in mineral and hydrocarbon management. Communication Plan to promote transparency in both private and public sectors, and civil society organizations. EITI-Peru platform was launched and subsequently extended to five areas in the country.Medicus Mundi, training and technical assistance for public and policy advocacy processes in three regions: Huancavelica, Apurimac and Ayacucho. Food security and action for children.Idea Internacional, training in women’s participation in political decision-making for authorities in three regions: Arequipa, Iquitos, Lima.GTZ Bolivia, training in transparency and social control for government officials from the Vice-Ministry for Transparency and


Anti-corruption Fight in Bolivia. This training provided the basis for the institutional strengthening of the new vice-ministry and construction of Government policy.DROSICAN, member of a team responsible for designing a communication strategy to fight against synthetic drugs, by using a generational approach in Peru, Ecuador and Colombia.CARE Piura: Organizational development and strengthening: internal organization structure of municipalities and public entities, planning and organizational management for Municipalities of PACT Peru, Inquiry study on institutional strengthening tools and experiences in Latin American municipalities. Conduct of Learning Community for Strengthening Local Management: virtual link, online documents, virtual forum, theme coordination. Three different consultancy services were provided for different institutions, such as SNV LAC and MINAG in Peru. The latter consultancy was directed toward agricultural agencies and focused on leadership for organizational change management and Management for Results, in different areas in the country. Escuela Mayor de Gestión Municipal, in the stage of assessment of a Development Plan for the Municipality of Puente Piedra; development of an educational module on Citizen Participation in the management of public services to obtain the Diploma of North Lima; training in policy advocacy for leaders in Ventanilla and Puente Piedra, and design of a methodology for workshops in Puno y Cusco.Decentralization, municipal management, and local governance: specific training workshops through invitations to participate as a speaker, such as Mimdes, Municipality of Lima, Municipality of Puente Piedra, Universidad Mayor de San Marcos, among others.


/ Date: 17/01/2011 /[Signature of staff member or authorized representative of the staff] Day/Month/Year




1. Proposed Position: JUNIOR COMUNICATOR

2. Name of Firm: Association of Social Communicators Calandria

3. Name of Staff: LIZETT KAREN GRAHAM MILLA

4. Date of Birth: August 03, 1982 Nationality: Peruvian

5. Education: Journalist

6. Membership of Professional Associations: Network of Journalists for Democracy

7. Other Training: 10 years as a journalist experienced in communication strategies for development, information management, and qualitative research.

8. Countries of Work Experience: [List countries where staff has worked in the last ten years]:Peru y Honduras

9. Languages [For each language indicate proficiency: good, fair, or poor in speaking, reading, and writing]: English (good level of speaking, reading and writing)


From January 2010 to dateEmployer: Asociación de Comunicadores Sociales CalandriaPositions held: Expert in Communication Strategies

From October 2008 to December 2009Employer: Asociación de Comunicadores Sociales CalandriaPositions held:Coordinator of Ethics and Journalism Project

From April 2010 to dateEmployer: Universidad Jaime Bausate y MezaPositions held: University Teacher

From July 2002 to March 2008Employer: Asociación de Comunicadores Sociales CalandriaPositions held: Research Center Assistant

From July to December 2001 Employer: Asociación de Comunicadores Sociales CalandriaPositions held: Documentation Center Assistant



Preparation of work plan

Monitoring and analysis of media that address the issue of MIM

Implementation of the strategy of relationship with the mediaImplementation of the strategy for the communication campaign

Coordination of the activities of citizens Caravan

Coordination with radio and television stations in the area.

Assessing the impact of media information

Production information for the newsletter.

Development and / or coordination of content newsletters, posters, brochures, press releases, reports, surveys, etc.

Coordinates and supervises the work of the official of the web


- Name of assignment or project: “Policy Communication” program.

Year: 2010

Location: Lima

Client: The International Republican Institute IRI

Main project features: is an international cooperation program created to promote the strengthening of political parties and thereby consolidate representative democracy in Peru.

Positions held: Communications Specialist

Activities performed:

Organization and conduct of training courses for journalists based in other cities of the country (Arequipa, Cusco, Tarapoto, Trujillo, Puno, among other cities)

Organization of discussion group and academic activities Design, organization and implementation of events Production of graphic and electronic materials Information management with the media (preparation of press

releases and briefing kits, coordination of interviews and media coverage)

Coordination with academic institutions






1. Proposed Position: CAPACITY BUILDING SPECIALIST

2. Name of Firm: CARE PERU

3. Name of Staff: VILMA LIDIA RODRÍGUEZ CHIHUÁN

4. Date of Birth: October 16, 1969 Nationality: Peruvian


Master of Education, “Instituto Pedagógico Nacional Monterrico”, 1992. Bachelor of Education, “Universidad Nacional Mayor de San Marcos”, 1988.



Policy Participation and Gender Equity. RED PERU – Local Development Initiatives / Gender Equity Committee – Capacity Building Committee. Lima, February to March 2010.

Specialization in Management and Planning of Development Projects. ESCUELA PARA EL DESARROLLO. Lima, March to September 2004. Independent learning and strategic thinking on promotion. March 2004.Strategic planning methods, April 2004.Situation assessment and preparation of baseline, June 2004Design of projects and monitoring system, August 2004Project evaluation, October 2004Interculturality and development, September 2004.

Specialization in Training of Trainers. Organized by ESCUELA PARA EL DESARROLLO. Lima, April to November 2000. Strategic thinking on development promotion, April 2000.Learning and Development Promotion, May 2000Needs Assessment and design of training programs, June 2000.Interaction in formative work, September 2000.Development of educational materials, November 2000.

Popular Education for Teachers. Organized by Equipo de Docentes del Perú (EDOP) y el Taller Pedagógico Permanente (TPP). Lima, February 1994.

8. Countries of Work Experience: [List countries where staff has worked in the last ten years]: Within the framework of the National/International Building Inclusive Societies and Cultures

Project, implemented from 2008 through 2009, a number of actions implemented in Argentina, Brazil, Colombia and Venezuela were designed and monitored from the city of Lima. (See more information in point 11).

9. Languages [For each language indicate proficiency: good, fair, or poor in speaking, reading, and writing]: English: reading: fair; speaking: fair; writing: fair


10. Employment Record [Starting with present position, list in reverse order every employment held by staff member since graduation, giving for each employment (see format here below): dates of employment, name of employing organization, positions held.]: From 1999 to date:CARE PERÚ. Expert in Educational Equality and Community Participation. August 2009 to date CHIRAPAQ, Center for Indigenous Peoples’ Cultures of Peru. Coordination of Activities for the National/International Building Inclusive Societies and Cultures Project. From 2000 to July 2009. From 1993 to 1999: Teacher of Language and Literature in different educational centers. 1999. C.E.P. Peruano Chino Juan XXIII.1996 – 1999. Colegio Nacional Dora Mayer. 1993 – 1994. Liceo Naval Contralmirante Lizardo Montero.


Design and implementation of educational strategies in coordination with the social communication team.

Advisory to local teams for organizing, facilitation, monitoring and evaluation of capacity-building initiatives, for social leaders’ skills and competences development. Strengthening of leadership and social organizations.

Advisory in surveillance, creation of strategic alliances/networks, and implementation of policy advocacy actions.

Theoretical and practical management of governance, citizenship and democracy issues.

Design and supervision of educational material contents. Excellent communication and writing skills.

Knowledge of and work in most intervention regions. Relations with different actors, including social leaders, local authorities, media.

Availability to travel.



Expert in Educational Equality and Community Participation. August 2009 to date. Lima and regions. CARE Peru . Implementation of policy advocacy projects focused on

Education within the framework of institutional policies on gender equity and interculturality. Coordination with community-based, indigenous, and social organizations, as well as Government authorities at central, regional and local levels. Coordination with international cooperation agencies and civil society organizations.

Coordination of actions to be implemented in Ancash within the framework of the project “Fortaleciendo la educación de las niñas y adolescentes andinas del Perú”, in partnership with Movimiento Manuela Ramos.

Coordination of Observatory of Education for Girls and Adolescents from Rural Areas. This experience has contributed to the promulgation of Law 27558, the Rural Girls’ Education Act. Training, information, awareness-building and advocacy actions with social networks, decision-makers, social organizations, and Government institutions such as MIMDES, MINEDU, MINSA, Office of the Ombudsperson, in partnership with Movimiento Manuela Ramos.

Support for the Technical Coordination of the National Girls’ Education Network – Florecer – a space consisting of Government agencies, civil society, and international cooperation. Florecer encourages actions that contribute to design and implementation of public policies with gender equity for the most marginalized girls in the country.

Coordination of Activities for the National/International Building Inclusive Societies and Cultures Project, 2008 – 2009. CHIRAPAQ, Center for Indigenous Peoples’ Cultures of Peru.This experience was based on education space facilitation, surveillance and policy advocacy for the exercise of the right not to be discriminated against, together with international7 and national social, indigenous, and Afro-Peruvian organizations articulated with

7 In Argentina, Brazil, Colombia, Guatemala, Mexico and Venezuela.


education, health, and judicial sector agencies, as well as local and regional governments. The main activities included: Monitoring and follow-up on the design and implementation of

Indigenous Peoples Observatories against racism and any forms of discrimination.

Organizing, co-facilitation and monitoring of regional workshops on discrimination with public officials from education, health and justice sectors, and local and regional government in Ayacucho, Ica, Lambayeque and Ucayali. 2008.

Monitoring of replicated national workshops on racism and discrimination with indigenous organizations of Argentina, Brazil, Colombia and Venezuela.

Articulation with social organizations, Office of the Ombudsperson, local and regional governments, human rights NGOs, and civil society for surveillance and advocacy around public policies on inclusive and quality education, access to justice and integral health.

Organizing and co-facilitation of National Workshop on Validation of Module on Racism and Discrimination for government officials. This workshop was attended by authorities representing DINEBI - MINEDU, National Board of Human Rights under MINJUS, and the Office of Ombudsperson Unit of Human Rights. Lima, 2008.

Assistance to Institutional Management and Coordination of Continental Liaison of Indigenous Women in South America. (2006 – 2008). Design, implementation, monitoring and evaluation of rights education, racism and discrimination, sexual health, information technology, and participation and policy advocacy projects. Actions were carried out by using a gender and interculturality approach, with educational materials being developed together with indigenous organizations8. Coordination of male/female leaders participation in spaces for follow-up on the Indigenous Agenda in: Meetings of the UN Permanent Forum on Indigenous Issues; National, regional and international meetings of civil society

and UN to follow up the Implementation of Durban Program of Action against racism and racial discrimination;

Meetings of the UN Working Group on the Draft Declaration on Rights of Indigenous Peoples and OAS Draft American Declaration on the Rights of Indigenous Peoples.

Coordination of project activities, “Knowing the Durban Program of Action” (2006-2007). Promotion of education, information, surveillance and policy advocacy spaces for the elimination of racism and racial discrimination together with leaders of indigenous organizations in South America and Mexico, and representatives of human rights organizations. This included follow-up on and monitoring of replicated national, sectoral workshops implemented by indigenous organizations and African descendants. Officer of Ñoqanchiq Program, Overall Development of Indigenous Girls, Boys, Adolescents and Youth, as well as Assistance to the Project Planning, Management, Monitoring and Evaluation Unit. (2002 – 2005 / 2006). Support for design, management/implementation, monitoring and evaluation of rights,

8 From Argentina, Bolivia, Brazil, Chile, Colombia, Ecuador, Mexico, Peru and Venezuela.


intercultural education, identity and cultural affirmation projects that were related to indigenous (from the Andean and Amazon regions) girls/boys, adolescents and youth.Organization of Foras/Self-assessments/Evaluations, including: Design and organization of discussion groups and seminars in

Peru; organization, coordination and development of information materials for the Preparatory Meeting for the V Continental Meeting of Indigenous Women. Quito, Ecuador, June 2007.

Coordination of Project Activities, “National Interethnic Committee” and “II World Conference against Racism, Racial Discrimination, Xenophobia and Related Forms of Intolerance”. (2001). Promotion of information, education, surveillance and advocacy spaces that were related to preparatory processes for the III World Conference in Durban, and Post Conference. Organizations of the Andean and Amazon regions, as well as migrant/displaced organizations attended the event. Decentralized workshops in Ayacucho and Lima for each

participant sector, 2001. National Interethnic Workshop on Racism and Discrimination.

Lima, 19 – 23 August 2001, with the participation of AIDESEP, CEDET, TALLER PERMANENTE DE MUJERES INDIGENAS ANDINAS Y AMAZÓNICAS.

Information, awareness-building actions with the media, and policy advocacy actions with the Congress of the Republic of Peru through the preparation and presentation of the National Interethnic Committee Pachacamac Declaration. August 2001.

1,991 and 1992. PRONOESA Alcides Vásquez – Experimental Nonformal Secondary Education Program for Adults – Cajamarca. Experience developed with leaders that were members of Peasant Patrols in Bambamarca, Cajamarca:

Educational materials were designed within the framework a curricular diversification with selected primary and secondary grade levels.

Spaces for reflection, analysis and debate on citizen participation, rights, identity and culture were facilitated.

12. 2 As a Teacher: As a Teacher: 1999. C.E.P. Peruano Chino Juan XXIII.1996 – 1999. Colegio Nacional Dora Mayer. 1993 – 1994. Liceo Naval Contralmirante Lizardo Montero. Facilitation of human rights and citizenship issues as advisor for the Municipio Escolar.


13. Certification:

I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly describes me, my qualifications, and my experience. I understand that any willful misstatement described herein may lead to my disqualification or dismissal, if engaged.




1. Proposed Position: ECONOMIST

2. Name of Firm: CARE PERU

3. Name of Staff: JOHNNY DEMETRIO PALOMARES AVILA

4. Date of Birth: March 13, 1963 Nationality: Peruvian

5. Education:Bachelor of Science in Industrial Engineering, Universidad Nacional Federico Villarreal (1993 – 1998)Master of Science, majored in systems, Universidad Nacional de Ingeniería (1990- 2000)PhD in Engineering, majored in systems, Universidad Nacional Federico Villarreal (2001 -2002)

6. Membership of Professional Associations: Peruvian Association of Engineers. Professional Registration (C.I.P) 76775

7. Other Training [Indicate significant training since degrees under 5 - Education were obtained]: Specialized course in formulation of public investment projects on solid waste: trained as Technical Advisor MINAM-MEF-USAID, PAT-SNIP Program (2009)Public Investment Projects (SNIP) – Peruvian Association of Engineers. Lima, October-November 2007 Comprehensive upgrading of low income neighborhoods – Methodology and instruments, Urban Development Program for Latin America and the Caribbean. Santafé de Bogotá, Colombia, March 1988.Out-of-court settlement – negotiation and settlement studies and relevant legal framework. Cámara Peruana de Conciliación y Arbitraje Avendaño. October 2003.


Information and Communications Technologies ICTs – analysis (UML and structured, use of Rational Rose), databases (SQL, Access, Fox), programming languages (Visual Basic, C++, Pascal, Lisp), office automation (Office), statistics (SPSS) Modeling knowledge management systems – System modeling with Soft System Methodology SSM and use of software Stella for dynamic systems and management of Viable Systems Model (VSM). Use of Knowledge Management Models (Balanced Scorecard and others).



English: speaking: fair; reading: good; writing: fair


From November to December 2010Alternativa: Assistant to the Inter-institutional Campaign “10,000 Compromisos por el Agua” and formulator of PIP SNIP for the Regional Government of Lima: “Fortalecimiento de capacidades para la organización territorial del ámbito jurisdiccional del gobierno regional de Lima”From August to October 2010Ate District Municipality: Project Trainer: Fortalecimiento de capacidades de promotores culturales para la promoción de la identidad cultural de Huaycán, Distrito de Ate, LimaFrom June to July 2010Rimac District Municipality: Evaluator of SNIP public investment projects, preparation of technical reports and registration in project databank, advisor and facilitator of the Participatory Budget 2011.May 2010Ventanilla District Municipality, Callao: Formulator of PIP SNIP for the Municipality of Ventanilla: formulator of PIP SNIP, “Mejoramiento de capacidades técnico ocupacionales para la promoción de oportunidades de empleo en los alumnos de quinto año de educación secundaria de las instituciones educativas públicas, Distrito de Ventanilla, Callao”From October 2009 to April 2010Alternativa: Assistant to the Inter-institutional Campaign “10,000 Compromisos por el Agua”September 2009Ilo Province Municipality: Trainer of municipal authorities in the theme “SNIP and Public Investment Projects”From June 2009 to August 2009Alternativa: Formulator of PIP SNIP (team member) “Mejoramiento y Ampliación de la Gestión Integral de los Residuos Sólidos Municipales de la Provincia de Tumbes” commissioned to Alternativa by AECI. May 2009 Jesus Maria District Municipality: Advisor and facilitator of the Participatory Budget 2010From August 2008 to April 2009Jesus Maria District Municipality: Evaluator of SNIP projects as a consultant of OPI, and facilitator of the Participatory Budget 2009 as training workshop facilitator. From August 2006 to July 2008Alternativa: Manager of Social Intervention for signing a sub-contract to provide training in health, sanitation and hygiene issues for 10000 families, in the project “Abastecimiento de Agua Potable a través de piletas para el Macroproyecto Pachacutec – Ventanilla” for NGO Alternativa in Empresa CONALVIAS S.AFrom June to July 2006San Martin de Porres District Municipality: Evaluator of SNIP projects as a consultant of OPI, and advisor of the Participatory Budget 2007; design and organization of participatory process. From September 2004 to May 2006


Alternativa: Social Promoter of Condominial Systems, for SEDAPAL PAC projects of condominial water and sewer systemsAugust 2004CARE PERU: Responsible for the systematization of the dynamics of Local Coordination Committees (CCL) “Caso Huaraz” From June 2004 to July 2004San Luis District Municipality: Facilitator of the participatory budget 2005From January 2004 to May 2004Centro IDEAS: Social Promoter

From March 2001 to December 2003Ministry of Housing, Construction and Sanitation: Consultant in community management and business projects under the Pilot Project Nuevo Pachacutec in Ventanilla, CallaoFrom 1988 to February 2001 Centro IDEAS: Urban Program Sub-director (1996 – 2001), Team Leader of Urban Management (1992 – 1996) and Social Promoter (1988 – 1992)


Follow development plans and projects, and local public investment projects during pre-investment, investment and post-investment stages.

Follow investments by local governments by using tools such as SNIP Project Databank, information incorporated in SIAF, among others.

Develop statistics on income from mining activities, and municipal investment

Assess coherence of investments against investment priorities determined in planning instruments, such as Local Development Plan and sector guidelines.


.


Evaluation of Public Investment Projects in connection with SNIP: (Jun. – Jul. 2010) Municipality of Rimac, (Aug. 2008 – Apr. 2009) Municipality of Jesus Maria, (Jun. 2006- Jul. 2006) Municipality of Independencia, Municipality of San Martín de PorresThe Office of Investments Programming (OPI) approves viability of public investment projects (PIP) based on economic, social, institutional and environmental criteria. PIPs are recorded in the SNIP Project Databank, which is reviewed in order to prevent duplication and/or splitting of projects (expressly prohibited in SNIP legal framework). OPI takes into consideration the financial planning timeline of public sector and coherence in planning at local, regional and national levels, and takes the Local Development Plan, Regional Development Plan, and sector guidelines as reference.Project evaluator: Reviewing SNIP project databank to identify duplication or

splitting of projects Reviewing Local Development Plan (PDC ) and sector

guidelines to locate a project Reviewing the Institutional Program Classification Tool (to

maintain functional programmatic linkages). Assessing project viability in relation to economic, social,

environment and institutional aspects, and register project viability in SNIP project databank.

project Field visits to contact local leaders and community members in order to double-check demand and localization, and assess social viability

Developing technical reports that result from project evaluation Reviewing SIAF for budget allocation. Follow-up during investment and post-investment stages Providing guidance for project development agencies to register

projects in SNIP project databank.Formulator of public investment projects PIP for : Regional Government of Lima (Nov. 2010) “Fortalecimiento


de capacidades para la organización territorial del ámbito jurisdiccional del gobierno regional de Lima” commissioned by Alternativa for submission to the Regional Government. .

Municipality of Ventanilla, Callao, May 2010 (PIP 149167) “Mejoramiento de capacidades técnico ocupacionales para la promoción de oportunidades de empleo en los alumnos de quinto año de educación secundaria de las instituciones educativas públicas, Distrito de Ventanilla – Callao”

Municipality of Tumbes, Jun. – Aug. 2009 (PIP 128407) “Mejoramiento y ampliación de la gestión integral de residuos sólidos municipales, Provincia de Tumbes” commissioned by AECI to be funded by a cooperation program of JICA.

Training for municipal authorities in the theme SNIP and public investment projects in Ilo Province Municipality, Moquegua (Set. 2009)

Advisory and facilitation of participatory processes:(Jun.–Jul. 2010) Municipality of Rimac “Participatory Budget 2011”, (May 2009) Municipality of Jesus Maria “Participatory Budget 2010”, (Aug. 2008) Municipality of Jesus Maria “Participatory Budget 2009”, (Jun. 2006) Municipality of San Martin de Porres “Participatory Budget 2007”, (Jun. – Jul. 2004) Municipality of San Luis “Participatory Budget 2005”. Tasks carried out: Agreement with municipal authorities on the “Budget Ceiling” (%

of the allocated municipal budget that should be approved in a participatory way).

Formulation of municipal ordinance Accompaniment to the technical team. Review of concerted development plan Guidance to prepare and submit financial reports. Preparation of assessment workshops and proposals. Systematization of final report. Registration in MEF Web Application.

Participation in the formulation of development projects for NGOs Alternativa, IDEAS and CARE Peru.

Formulation of Investment Projects for 68 micro-entrepreneurs to join the Industrial Estate of the pilot project Nuevo Pachacutec (Sep. 2003)

Management of database for the Campaign “10 mil compromisos por el agua”, with 2620 contacts.


13. Certification:

I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly describes me, my qualifications, and my experience. I understand that any wilful misstatement described herein may lead to my disqualification or dismissal, if engaged.




1. Proposed Position: ECONOMIST

2. Name of Firm CARE PERU

3. Name of Staff: CARLOS ALFONSO PALOMINO MALDONADO

4. Date of Birth: January 23, 1963 Nationality: Peruvian


Bachelor of Economics. Universidad Inca Garcilaso de la Vega. 1982 – 1988 Postgraduate studies in Municipal Management, Universidad Nacional Federico Villarreal,

Facultad de Administración Pública y Privada. 1997 – 1998



Specialization in “Banking and Finance”. Universidad Nacional Mayor de San Marcos, Departamento de Postgrado de la Facultad de Economía. 1994

Specialization in “Municipal Collection”. Escuela de Administración de Negocios para Graduados - ESAN. 2001

First National Course “Training for Consultants in Municipal Promotion of Local Economic Development”. International Labor Office (ILO), Swisscontact, MTPE. Member of the Network for Consultants in Municipal Promotion of Local Economic Development. 2004

Specialization in the National Public Investment System (SNIP), Universidad del Pacifico. 2005.

International Conference on Groups of Municipalities (Mancomunidades Municipales), organized by the Group of Municipalities of Jubones River Basin, in Chala, Ecuador. October 2010

First Conference on Latin-American Cities and Local Governments: “EXPERIENCIA AMERICA“, organized by the Federation of Latin-American Cities, Municipalities and


Associations of Local Governments (FLACMA) and the Federation of Bolivian Associations of Municipalities (FAM), in Santa Cruz de la Sierra, Bolivia. April 2004.



English: speaking: fair; reading: good; writing: fair


May 2008 to dateRED PERUConsultancy in Governance, Accountability, Concerted Development Plan, Participatory Budgeting, and Results-based Budgeting issues for municipality authorities and civil society in different areas of the country. September to January 2011ONG IDEAS, y ACCION Y DESARROLLOConsultancy for the implementation of Governance Agreements in the Provinces of Jauja and Huacho (Districts of Vegueta and Sayán), respectively October 2010 to December 2011MUNICIPALITY OF VILLA EL SALVADOR Formulation and preparation of Administrative Procedure Manual (MAPRO) for organizational units of Urban Development, Revenues, Document Control, and Customer Service.June to October 2010ONG TERRANOVA Consultancy for the development of 3 Technical Pre-Investment Studies in connection with SNIP, on issues with a gender perspective. These studies formed part of Terra Nuova’s project “Strengthening Women’s Leadership in Local Governments with Awajun People” in the Province of Condorcanqui, Amazonas.June to October 2010ONG CALANDRIA Consultancy on Municipal Management for the Project “Promotion of social and economic development of youth in the Southern part of Lima” in cooperation with CESVI and INPET. Supported by the Italian Ministry of Foreign AffairsJanuary to February 2009ONG SERVICIOS EDUCATIVOS EL AGUSTINO - SEA Development of 4 Training Modules on Strengthening Capabilities of Leaders of the Eastern part of Lima. Issues: Citizen Participation System, Local Management and Policy Advocacy. September to December 2008BELGIAN TECHNICAL COOPERATION (BTC) Strengthening of Capabilities in: “Roles and Functions of Municipalities in Local Economic Development and Municipal Management Instruments”, aimed at municipal authorities and officials in the provinces and districts of Apurimac, Ayacucho and Huancavelica.March to May 2008MINISTRY OF LABOR AND EMPLOYMENT PROMOTION ( MTPE)Senior consultant for the development of a research study on Experiences in Local Economic Development in Municipalities with a Territorial Approach November to December 2007SAN JUAN DE MIRAFLORES DISTRICT MUNICIPALITYSenior consultant for ONG ECOCIUDAD in the development of the municipality’s Institutional Development Plan (PDI) and Institutional Operational Plan (POI), funded by PROPOLI. March to November 2007AYMARES PROVINCE MUNICIPALITY – APURIMAC


Development of Institutional Development Plan and Management Instruments. Consultancy for CARE FORTALECE, in Aymaraes and 5 districts

November 2004 to January 2005MIRAFLORES DISTRICT MUNICIPALITY Member of a Technical Team for the development of a Concerted Municipal Development Plan 2005 – 2009. Responsible for the economic aspects.September to October 2004JESUS MARIA DISTRICT MUNICIPALITY Member of a Technical Team for the development of a Concerted Municipal Development Plan 2004 – 2015, and advisor in the Participatory Budget process 2006.


Follow development plans and local public investment projects by promoting responsible participation of civil society, for a better use of resources.

Follow investments by municipalities during pre-investment, investment and post-investment stages, by using instruments such as SNIP project databank, among other.

Analyze and develop statistics on income from the Canon and other sources, for municipal investment.

Assess coherence of investments against investment priorities determined in planning instruments, such as Local Development Plan and sector guidelines.



Advisory and Facilitation of Processes to Preparing Concerted Development Plans, Institutional Development Plans (municipalities) and other Participatory Processes:(Sep. – Oct. 2004) Municipality of Jesus Maria, (Nov. 2004 – Jan. 2005) Municipality of Miraflores, (Mar. 2007 – Nov. 2007) Aymares Province Municipality, Apurímac. (Nov. 2007 – Dec. 2007) San Juan de Miraflores District Municipality. Activities included: Designing a process to develop the Plan Developing proposals for municipal regulations Accompaniment to Technical Team Providing guidance to prepare and submit reports and

accountability. Organization and facilitation of assessment workshops,

development of vision statement and objectives, as well as proposals, together with population and public and private institutions.

Systematization and development of final report.

Formulation and elaboration of Public Investment Projects in connection with SNIP: (June – October 2010) Condorcanqui Province Municipality, AmazonasResponsible for developing 3 Technical Pre-Investment Studies in connection with SNIP, on issues with gender perspective. These studies formed part of Terra Nuova’s project “Strengthening women’s leadership in local governments with Awajun people” in the Province of Condorcanqui, Amazonas. Activities included: Reviewing SNIP project databank to identify duplication or

splitting of projects Reviewing Local Development Plan (PDC ) and sector

guidelines to locate a project Reviewing the Institutional Program Classification Tool (to

maintain functional programmatic linkages). Assessing project viability in relation to economic, social,

environment and institutional aspects, and register project viability in SNIP project databank.

Field visits to contact women leaders and people in order to double-check demand and localization, and assess social viability


Developing technical reports and project evaluation results Providing guidance for evaluation agencies to register projects

in SNIP project databank.

Training in local governance and participation for civil society and municipal authorities (Mar. 2008 to date) RED PERU, (Sep. 2010 – Jan. 2011) ONG IDEAS, (Jul. - Oct. 2010) Calandria, (Sept. – Dec. 2008) Belgian Technical Cooperation.

Consultant with analysis and knowledge of operation of municipal administration and budget (Oct. - Dec. 2010) Municipality of Villa El Salvador, (Mar. – May 2008) Ministry of Labor and Employment Promotion, (1996 - 2006) Councilman of the Municipality of Villa Maria del Triunfo - Lima.





1. Proposed Position: WEB SUPPORT


3. Name of Staff: JOB PED’HUARN HUARIPATA HUAMÁN

4. Date of Birth: July 10, 1981 Nationality: Peruvian

5. Education:Bachelor of Arts (Media and Communication), Universidad Nacional Mayor de San Marcos. On the awaiting list for submission of dissertation.

6. Membership of Professional Associations: ______________________________



Microsoft Office: Word, Excel, Power Point, Access, Outlook Graphic Design: Corel Draw X5. Illustrator, Indesign, and Photoshop CS4 Web Development: Dreamweaver CS4, Fireworks CS4, Flash, Swish.XHTML, PHP,

Java Script, RSS, MySQL Internet: interest lists, blogs, wordpress, podcasts, videoblogs Data base: Winisis (intermediate level), MySQL Statistics: SPSS Data Editor Sound and Multimedia: Sound Forge 10, Vegas 10, Audition 3.0, Autoplay 7.5 Digital radio production and editing, June 2007. Training workshop given by the

National Radio Coordination Committee / DW-Akademie – Deutsche Welle Website Development, April to June 2004. IDAT Technological Institute. Advertising and Graphic Design, 2001. Universidad Nacional Mayor de San Marcos Basic and Advanced Photography, 2000. Universidad Nacional Mayor de San Marcos Training Workshop Pre-Empresa, 2000. Business Training Project for Youth, CARE

Peru and Sinapsis Video Camera Course, 1999. Television Universitaria, TELEDUSM. Workshop on Basics of Non-Linear Editing, June 2000. Audiovisual Communications

Center for Popular Education. Radio and TV Announcer, 1995. Harvard Technological Institute. Web developer (PHP-MySQL) and graphic designer. Specialized in new information

and communication technologies (ICTs). More than seven years’ experience in development of contents, design and programming of dynamic websites with personalized content management systems (CMS) and alternative multimedia resources, such as electronic bulletins, social networks, blogs, etc.


9. Languages [For each language indicate proficiency: good, fair, or poor in speaking, reading, and writing]: English: fair

10. Employment Record [Starting with present position, list in reverse order every employment held by staff member since graduation, giving for each employment (see format here below): dates of employment, name of employing organization, positions held.]: Association of Social Communicators CalandriaProduction Center2001 to 2010

11. Detailed Tasks

Assigned


Web development and ICTsDevelopment and programming of the web portal for Calandria


Re-design of Website and Intranet

Website update based on the materials produced

Development of new programs that promote interaction with the public

Coordination with MIM teams for website updating

Preparation of graphic materials to upload them onto the Web (lower resolution, etc.)

Resolution of IT problems associated to programming and design.

Production and broadcasting of virtual bulletins

Database updating

Association of Social Communicators (www.calandria.org.pe). Development of administration panel for updating of contents and database.

Proposal, design and development of the web portal for Red Radial PAX, Peru-USA Communicators Exchange.

Website for Latin-American contest “Mas derechos, menos prejuicios”. Programming of administration panel and website. Design and submission of electronic bulletin. Launch and promotion of contest. Enrollment took place entirely via the Internet.

Development and programming of the Internet radio portal for education and entertainment En Buena Onda. Programming of private zone for radio stations with MP3 download, guides, documents, etc.

Development of services website for Calandria Production Center (www.cpcalandria.com). Full programming of administration panel.

Programming of dynamic applications for the web portal of Action for AIDS project (www.accionensida.org.pe). Development and submission of plain-text or HTML bulletins, information alerts, digital materials. Programming of online evaluation surveys, contact with and monitoring of Website users and project.

Online promotion and dissemination of Radio Program Loma Luna. Stories to Learn from Life. Personalized messaging.

Multimedia CD-ROM with material on systematization of “Media Code of

Ethics” project CD-ROM multimedia containing project annual report of

“Propuesta comunicativa para mejorar el aprendizaje en las escuelas publicas” - FONCEP

CD-ROM with directory of Peruvian institutions involved in AIDS/HIV activities. Developed for Red SIDA Peru.

CD-ROM multimedia with material on the I Meeting of Young Leaders of the Caribbean and Latin America on Youth, AIDS/HIV and Human Resources. UNESCO, UPCH and EDHCA.

Radio and Video Production of radio program “Que Buena Vida” broadcast by

Radio Comas. Recording and editing of radio miniseries “Con el Viento a

Favor”. Recording and editing of various spots and other audio

materials for radio promotion and communication campaigns. Camera aide and production assistant in fiction videos. Video

editing. Design and development of the website for the Peruvian

delegation of Medicus Mundi Navarra (www.mmnperu.org). Design and development of a CD-ROM multimedia with material

on the project “Desarrollo con identidad de los pueblos Shawi y Awajun de la Cuenca del Río Cahuapanas. Loreto, (Peru). Developed by Terra Nuova.

Editing of 10 radio sociodrama plays, design of the CD / Programa de formación y comunicación sobre los derechos sociales y económicos de los pueblos indigenas de la Amazonia

http://www.accionensida.org.pe/

http://www.cpcalandria.com/



peruana (Training and Communication Program on Social and Economic Rights of Indigenous Peoples in the Amazon Region). Developed by Terra Nuova.


/ Date: 17/01/2011 /[Signature of staff member or authorized representative of the staff] Day/Month/Year



1. Proposed Position: ACCOUNTING SUPPORT


3. Name of Staff [: JOSE FAUSTO LOPEZ TUESTA

4. Date of Birth: June 27, 1981 Nationality: Peruvian

5. Education: Public Accountant. Faculty of Business Administration, Economics, Accounting and Finance, Universidad Alas Peruanas.

6. Membership of Professional Associations: ______________________________

7. Other Training [Indicate significant training since degrees under 5 - Education were obtained]: Analysis and Application of International Accounting Standards (IAS), Lima Association of

Public Accountants Audit Working Papers, Lima Association of Public Accountant Excel (advanced level), CIBERTEC


9. Languages [For each language indicate proficiency: good, fair, or poor in speaking, reading, and writing]: English: speaking: fair; reading: fair; writing: fair


10. Employment Record [Starting with present position, list in reverse order every employment held by staff member since graduation, giving for each employment (see format here below): dates of employment, name of employing organization, positions held.]: CARE PeruProject Control AnalystSince July 2009 to date

CARE PeruFinance AssistantFebruary 2009 to June 2009

CARE PeruFinance SupportNovember 2007 to January 2008

Otto KunzAccounting and Financial AssistantAugust 2006 to March 2007

Industrias JOMATUR EIRLAccounting AssistantMarch 2005 to February 2006

11. Detailed Tasks

Assigned

Administration of contracts and payment of the MIM technical teams’ professional fees, channeling resources for the operation of MIM, and administration of resources for main project activities

Checking compliance with specific and general administrative and financial guidelines established by donors

Preparing/Submitting financial reports of projects according to formats provided by donors

Providing assistance in POA accounting data for submission of annual report to Peruvian International Cooperation Agency (APCI)



In the Capacity-Building and Promotion of Sanitation Markets Project , carry out on Cajamarca region (October 2010) as Project Control Analyst provide project financial information in a timely manner for decision-making and to ensuring adequate management of project budget during its life (proposal, implementation and close-down), according to the Generally Accepted Accounting Principles, donor requirements and CARE’s policies and procedures.

Project Control Analyst. July 2009. CARE Peru. Prepare/submit financial reports of projects according to formats

established by donors. Coordinate development of financial policies and reports for

submission to donors. Participate in the elaboration and monitoring of budgets for new

project proposals, as well as budget adjustments.Develop procedures for code and use of project funds in order to

facilitate budgetary control and preparation of financial reports.Provide information to country senior management and others about

project budget performance. Follow up on expenditure on behalf of donors.

Financial Assistant. February 2009 to June 2009. CARE Peru. Control and monitoring of project performance. Entries of payable accounts to the system.


Expense report data entry into the system Automatic debit data entry into the system Generation of completed transaction report. Search and preparation of accounting records requested by

auditors and/or internal clients. Preparation of documents to take steps to ensure VAT recovery. Other tasks assigned by the Controller.

Financial Support. November 2007 to January 2008. CARE Peru. Review and preparation of external audit requirements for

various projects. Financial reports for donors (compliance). Preparation of a sales record Entries to the Accounting Information System for IVA recovery. Preparation and review of VAT recovery documents. Submission of annual report to APCI.Accounting and Financial Assistant. October 2007 to February 2008. Otto Kunz. Review of administrative, sales, and production costs in Lima,

Chancay, Trujillo, Arequipa and Cuzco. Import entries and costing, and valuation of monthly inventories. Stocktaking on a monthly and biannual basis. General analysis

of accounts. Import agencies’ statements of account. Sales and purchase records. Bank reconciliations Internal control of expenditure documents Responsible for passing payroll entries and provision for CTS,

vacations and bonusesAccounting Assistant. March 2005 to February 2006. Industrias JOMATUR EIRL of accounting transaction records Bankbook Preparation, payroll book, sale/purchase book Preparation of financial statements Sales, expenses and collections reports for the Management



82

STAFFING SCHEDULE1

N° Name of Staff

Staff input (in the form of a bar chart)2 Total staff-month input

1 2 3 4 5 6 7 8 9 10 11 1213-24(similar)

Home Field3TotalYear 1 and 2

Local

1 Marina IrigoyenProject Director

Home] 10.5 10.5Field] 7.5 07.5

2 Maritza MayoProject Coordinator

12 1212 12

3Vilma RodríguezCapacity Building Specialist

12 1212 12

4Virna ValdiviaCommunicator

[Home] 14 1410 10

5Lizzet GrahamJunior Communicator

12 1212 12

6 Job HuaripataWeb Support

10 1002 02

7Johnny PalomaresWeb SupportEconomic Analyst

14 1410 10

8 Carlos PalominoEconomic Analyst

14 1410 10

9 José López Tuesta Accounting Support

22 2202 02

10 To be SelectedProgram Assistant to Project Director

12 1212 12

SubtotalTotal 132.5 89.5 222.0

1 For Professional Staff the input should be indicated individually; for Support Staff it should be indicated by category (e.g.: draftsmen, clerical staff, etc.).


2 Months are counted from the start of the assignment. For each staff indicate separately staff input for home and field work.3 Field work means work carried out at a place other than the Consultant's home office.

Full time input Part time input


WORK SCHEDULE

N° Activity1Months2

1 2 3 4 5 6 7 8 9 10 11 12 241 Preparation of start-up activities 2 Running start-up activities

I) Support the operation of the MIM in the regions Component 1: Communication and dissemination of information

3 Developing a communication strategy 4 Production of specialized material 5 Distribution of material produced 6 Developing awareness of target audiences

7 Feedback to the authorities on the perception of the public on the management of investment

8 Development standards guides for municipalities to improve their accountability

9 Implement actions to improve accountability Component 2: Capacity Building

10 Identifying training needs of each group 11 Developing a capacity building plan 12 Production of training materials 13 Develop training workshops 14 Follow–up of trainees

Component 3. Providing incentives

15 Perform an annual competition for media monitoring

16 Perform annual competition for civil society monitoring

17 Organizing and implementing the annual award for municipal social accountability II. Creation and public presentation of three new MIM

18 Identify the entities that make up the boards of the new MIM


19 Shaping the Board 20 Selection of consultants for technical team

21 Hiring and training technical teams in MIM work methodology

22 Produce the first MIM newsletter

23 Conduct a workshop to validate the MIM newsletter with mayors

24 Organize a formal public event to present the initiative and the first MIM Bulletin

25 Implement activities III. Overall project activities

26 Monitoring and evaluation 27 Strengthening MIM Peru Network

28 Evaluation of innovations proposed by MIM technical teams

29 Management of MIM Web and Intranet

30 Channeling resources for the operation of the MIM

31 Systematization of experiences and knowledge management

technical proposal template - care€¦ · web viewcare peru has offices in most of the regions...

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