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4.1 What types of information are required?
4.2 How is the information collected?
4.3 Who collects the information?
4.4 Using information (what is needed and when?)
4.5 What are the underlying issues to keep in mind?

 

 

Module 04: Collecting Information


4.3. Who collects the information?

Consumer or community assessment specialists
   Technical expert (Engineer)
     Financial analysis specialist
       Relevant key staff of the municipality


Municipalities often lack the full skills and expertise needed to analyse and collate information from various stakeholders. They may also be unable to put together a terms of reference to enable the employment of a consultant. Guide steps to engaging consultants to conduct the assessment include the two listed below.


Development of terms of reference for the initial assessment

Municipalities could seek the advice of key individuals in the national government or they may put out an advertisement for a consultant to assist them in developing the terms of reference for the assessment of the existing situation. The expected output will include:

terms of reference for the information collection; and

draft letter of invitation.


Development of expertise needed for the collection of information

Although it is advisable to get consultants with specialities in various areas, it could be expensive and the municipality may not be able to afford it. However, it may not be necessary to get consultants for every individual area. It is advisable that some key municipal staff members work as consultants to facilitate skills transfer and capacity development. The key areas where those staff members may require specific expertise include:

technical assessment – to assess the technical assets and services of the utility or agency;

legal/financial analysis – to review the existing legal and legislative framework and documents, and to assess the current financial state and performance of the utility and/or agency; and

social/community/consumer assessment – to conduct a study of consumers (including perceptions and willingness/ability to pay) in the current and proposed service areas and to assess the impact of proposed private sector involvement on the poor.


In addition, research institutions and academia could help to collect and find the relevant information. Graduate students are often willing to collect information for the experience they get from the working on the project. Nonetheless, experienced professionals should perform the more sophisticated consultant tasks, such as providing technical and financial advice.

© 2004 UNDP,  Manufactured by Margraf Publishers GmbH, Germany

Access to the Modules:
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S T A R T P A G E
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01-Starting out
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02-Strategic Planning
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 03-Planning & Organising
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 – 04-Collecting Information
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05-Identifying Constraints
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06-Defining Objectives
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07-Defing Parameters (Scope)
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08-Establishing Principles
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09-Identifying Partners
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10-Establishing Partnership
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11-Selecting Options
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12-Financing (Investment)
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13-Financing (Cost Recovery)
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14-Preparing Business Plans
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15-Regulating the PPP
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16-Tendering & Procurement
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17-Negotiating & Contracting
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18-Managing PPPs
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19-Monitoring & Evaluation
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20-Managing Conflict
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21-Building Development
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