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Ghana Supply Chain Development Program - Performance Indicator Reference Sheets 9 - 12

 

Performance Indicator Reference Sheet 9:

Goal: Increased competitiveness of Ghanaian businesses in oil and gas, power and other related sectors

SCD Intermediate Results IR 2: Improved capacity of SMEs to meet industry supply requirements and standards

Sub IR SCD IR2.1: Enhanced capacity of SMEs in business management, procurement, standards and best practices in the industry

Indicator 9: Number of business policies and procedures at different stages of development by SMEs as a

result of USG assistance

Is this an Annual Report indicator? Yes (FY2014 FY2017)

Description

Precise Definition(s):

Business policy refers to any written document that spells out standards and best practices that a SME aims to comply with. E.g. EHS Policy

Procedures refer to any written document outlining steps to follow or activities to perform in order to operationalize standards and best practices. E.g. Safety Manual

The following stages will be tracked:

  • 1st Stage: initial drafts of documents
  • 2nd Stage: drafts under review
  • 3rd Stage: final document approved by SME management
  • 4th Stage: application or utilization of business policy or procedures

Policies and procedures at only the highest stage completed will be reported on. Thus, each policy or procedures will be counted once (at only one stage) at a reporting time. As a result, disaggregates (stages) shall be cumulative.

Unit of Measure: Number

Disaggregated by: 1st to 4th Stages

Type: Outcome

Direction of change: Higher=better

Rationale: Business policies and procedures will help SMEs comply with industry standards leading to

business improvement and ultimately access to the supply chain of the industry.

Plan For Data Acquisition By the SCD Program

Data Collection Method: Site visits; the SCD Program team will follow up with supported SMEs for

information on development of business policies and procedures. Each item will be documented in a site visit or tool development form.

Data Source(s): Policy development form; Copies of business policies or procedures, if possible

Frequency/Timing of Data Collection: After any SCD Program support facilitating development of

policies and procedures, items developed by SME will be tracked and recorded accordingly.

Estimated Cost of Data Acquisition: Support from SCD Program staff

Individual responsible at USAID: AOR, USAID M&E Specialist ad USAID/METSS

Individual responsible for providing data to USAID: SCD Project Director

Location of Data Storage: SCD Project shared drive, Excel database, Salesforce, and file cabinet

Data Quality Issues

Date of Initial Data Quality Assessment: TBD

Known Data Limitations and Significance (if any): TBD

Actions Taken or Planned to Address Data Limitations: TBD

Date of Future Data Quality Assessments: Annually

Procedures for Future Data Quality Assessments: To verify the quality and consistency of the data

collected and disseminated, the SCD Project’s M&E team will conduct annual data quality reviews. Through this review, we will assess the validity, reliability and timeliness of data. Based on the review, we will modify data collection methodology as needed and update the M&E Plan accordingly

Plan For Data Analysis, Review, & Reporting

Data Analysis: SCD Program M&E Associate

Presentation of data: Table and narratives will be shared internally with the SCD Program team both in

Ghana and PYXERA Global headquarters and also with USAID Ghana and other external key stakeholders

Review of Data: SCD Program M&E Associate and PYXERA Global HQ M&E Team

Reporting of Data: Data and analysis of this indicator will feature in reports to PYXERA Global

headquarters and also quarterly and annual reports to USAID

Other Notes

Notes on Baselines/Targets: For the SCD Program, baseline value is zero. Targets are determined

based on number of policies or procedures expected from SMEs trained in related areas.

This Sheet Last Updated On: October 18, 2016

 

Performance Indicator Reference Sheet 10:

Goal: Increased competitiveness of Ghanaian businesses in oil and gas, power and other related sectors

SCD Intermediate Results IR 2: Improved capacity of SMEs to meet industry supply requirements and standards

Sub IR SCD IR2.2: Enhanced capacity of SMEs in business management, procurement, standards and best practices

Indicator 10: Number of SMEs that have improved in management (score in percent) as a result of USG

assistance to the oil and gas, power and other related sectors

Is this an Annual Report indicator? No (FY2015 and FY2017)

Description

Precise Definition(s):

This indicator counts all SMEs that have improved management as a result of SCD Program support by an increase in percentage of assessment score in management areas (Strategic Planning; Human Resource(HR); Finance/Accounting; Marketing; Quality; EHS; Procurement/Local Content).

Unit of Measure: Number

Disaggregated by: Strategic Planning; HR; Finance/Accounting; Marketing; Quality; EHS;

Procurement/Local Content

Type: Outcome

Direction of change: Higher=better

Rationale: All trainings and other support provided to SMEs should lead to management improvement as

an outcome. An improvement in management renders SMEs more competitive in business.

Plan For Data Acquisition By the SCD Program

Data Collection Method: Site visits; the SCD Program team will first collect data on SME’s management

level using the assessment form for its baseline. Towards the end of the project the same assessment form will be used to collect data again on management level. Responses to questions in the assessment form will be scored and percentage difference will be recorded for both first and second (final) assessment. This is  to determine if there has been any improvement in management by SMEs between baseline period and

time of final evaluation. Scoring of SMEs through completion of assessment forms is done by at least two

members of staff (mainly by M&E Associate and M&E Assistant as well as Client Relation Officers), after which, an average score recorded as final for each SME.

Data Source(s): Assessment form

Frequency/Timing of Data Collection: Baseline assessment and final evaluation

Estimated Cost of Data Acquisition: Support from SCD Program staff

Individual responsible at USAID: AOR, USAID M&E Specialist ad USAID/METSS

Individual responsible for providing data to USAID: SCD Project Director

Location of Data Storage: SCD Program shared drive, excel database, Salesforce, and file cabinet

Data Quality Issues

Date of Initial Data Quality Assessment: TBD

Known Data Limitations and Significance (if any): TBD

Actions Taken or Planned to Address Data Limitations: TBD

Date of Future Data Quality Assessments: Annually

Procedures for Future Data Quality Assessments: To verify the quality and consistency of the data

collected and disseminated, the SCD Program’s M&E team will conduct annual data quality reviews. Through this review, we will assess the validity, reliability and timeliness of data. Based on the review, we will modify data collection methodology as needed and update the M&E Plan accordingly

Plan For Data Analysis, Review, & Reporting

Data Analysis: SCD Program M&E Associate

Presentation of data: Table and narratives will be shared internally with the SCD Program team both in

Ghana and PYXERA Global headquarters and also with USAID Ghana and other external key stakeholders

Review of Data: SCD M&E Associate ; Project Director; and PYXERA Global HQ M&E Team

Reporting of Data: Data and analysis of this indicator will feature in reports to PYXERA Global

headquarters and also quarterly and annual reports to USAID.

Other Notes

Notes on Baselines/Targets: For the SCD Program, baseline value is zero. Baseline assessment for this

indicator is completed as of October 2016. There was delay due to earlier delay in submission of assessment forms by SMEs. The SCD Program has provided a report on this assessment. Target is set based on total number of SMEs assessed, continue to receive training and expected to record a change in their management level. Target is only set for final year of project. It is expected that all SMEs receiving training would have management improvement.

This Sheet Last Updated On: October 18, 2016

 

Performance Indicator Reference Sheet 11:

Goal: Increased competitiveness of Ghanaian businesses in oil and gas, power and other related sectors

 

SCD Intermediate Results IR 2: Improved capacity of SMEs to meet supply requirements and

standards

Sub IR SCD IR2.2: Improved access to finance and market information

Indicator 11: Number of SMEs at various stages of accessing credit with support from USG

Is this an Annual Report indicator? Yes (FY2014 FY2017)

Description

Precise Definition(s):

This indicator counts the number of SMEs (including BSPs) at any of three stages (preliminary, intermediate, and advanced) of accessing credit from a financial institution as a result of USG assistance.

  • Preliminary refers to initial meetings/discussions
  • Intermediate refers to applications or requests for credit and processing of requests
  • Advanced refers to request approved and loan received

SMEs and BSPs would be linked by the SCD Program to more than one financial institution and as such would be at different stages with several financial institutions. However, only the highest stage reached with any of the financial institutions during time of data collection will be reported. Thus, SME will be counted at only one stage at any given time.

The indicator data will therefore be cumulative of disaggregates (three stages).

Unit of Measure: Number

Disaggregated by: SMEs [Preliminary, Intermediate; Advanced]

BSPs [Preliminary, Intermediate; Advanced]

Type: Preliminary stage= Output ; intermediate and advanced stages= Outcome

Direction of change: Higher=better

Rationale: Doing business in the oil and gas sector can be capital intensive. Hence, receiving finance

information, and eventually financial assistance, is important for an SME to grow its business and to be able to execute any contract won in the industry.

Plan For Data Acquisition By the SCD Program

Data Collection Method: the SCD Program team will collect details of SMEs attending speed dating or

any finance-related event/activity and also gather feedback after such events

Data Source(s): speed dating attendance sheets, comment cards, reports, and follow-up forms

Frequency/Timing of Data Collection: During and after speed dating or other finance-related activity

Estimated Cost of Data Acquisition: Support from SCD Program staff

Individual responsible at USAID: AOR, USAID M&E Specialist ad USAID/METSS

Individual responsible for providing data to USAID: SCD Project Director

Location of Data Storage: SCD Program shared drive, Salesforce, Excel Database and file cabinet

Data Quality Issues

Date of Initial Data Quality Assessment: TBD

Known Data Limitations and Significance (if any): TBD

Actions Taken or Planned to Address Data Limitations: TBD

Date of Future Data Quality Assessments: Annually

Procedures for Future Data Quality Assessments: To verify the quality and consistency of the data

collected and disseminated, the SCD Program’s M&E team will conduct annual data quality reviews. Through this review, we will assess the validity, reliability and timeliness of data. Based on the review, we will modify data collection methodology as needed and update the M&E Plan accordingly.

Plan For Data Analysis, Review, & Reporting

Data Analysis: SCD Program M&E Associate

Presentation of data: Table, Charts or graphs, and narratives will be shared internally with the SCD

Program team both in Ghana and PYXERA Global headquarters and also with USAID Ghana and other external key stakeholders

Review of Data: SCD Program M&E Associate ; Project Director; and PYXERA Global HQ M&E Team

Reporting of Data: Data and analysis of this indicator will feature in reports to PYXERA Global

headquarters and also quarterly and annual reports to USAID

Other Notes

Notes on Baselines/Targets: For the SCD Program, baseline value is zero. Targets are determined

based on budget for organizing SME-Financial Institution networking (speed dating) or other related events/activities.

This Sheet Last Updated On: October 18, 2016

 

Performance Indicator Reference Sheet 12:

Goal: Increased competitiveness of Ghanaian businesses in oil and gas, power and other related sectors

SCD Intermediate Results IR 2: Improved capacity of SMEs to meet supply requirements and standards

Sub IR SCD IR2.2: Improved access to finance and market information

Indicator 12: Number of SMEs at different stages of relationship with IOCs, subcontractors or other

related agencies for industry information as a result of USG assistance

Is this an Annual Report indicator? Yes (FY2014 FY2017)

Description

Precise Definition(s):

IOC: means International Oil Company

Subcontractor: refers to any company contracted by an International Oil Company

Related Agency: refers to any such company above and private or government entity operating in the

industry

This indicator counts the number of SMEs including BSPs linked to the aforementioned companies or agencies for information on procurement opportunities and other information essential to facilitating SME business in the industry.

SMEs including BSPs will be linked to such entities through events or referrals by the SCD Program. The following stages will be tracked:

  • 1st (Preliminary): refers to linkage or discussions with IOCs etc.
  • 2nd (Intermediate): refers to SME/BSP attempting contract bids or on vendor database or shortlist of IOCs etc.
  • 3rd (Advanced): SME/BSP that have submitted bids

This indicator will be cumulative of disaggregates (stages) as SMEs will be counted at only one stage (highest stage) at any reporting period.

Unit of Measure: Number

Disaggregated by: SMEs [Preliminary, intermediate and advanced] and BSPs [Preliminary, intermediate

and advanced]

Type: Preliminary stage=Output; intermediate and advanced stages=outcome

Direction of change: Higher=better

Rationale: The ability of SMEs to win contracts from companies in the industry in a competitive way will

depend on information on sector opportunities made available to SMEs.

Plan For Data Acquisition By the SCD Program

Data Collection Method: the SCD Program will record details of SMEs attending SCD Program

sponsored events and conduct follow-up interviews

Data Source(s): Attendance sheets, follow-up form

Frequency/Timing of Data Collection: During and after events or related activities

Estimated Cost of Data Acquisition: Support from SCD Program staff

Individual responsible at USAID: AOR, USAID M&E Specialist ad USAID/ METSS

Individual responsible for providing data to USAID: SCD Project Director

Location of Data Storage: SCD Program shared drive, Salesforce, Excel Database and file cabinet

Data Quality Issues

Date of Initial Data Quality Assessment: TBD

Known Data Limitations and Significance (if any): TBD

Actions Taken or Planned to Address Data Limitations: TBD

Date of Future Data Quality Assessments: Annually

Procedures for Future Data Quality Assessments: To verify the quality and consistency of the data

collected and disseminated, the SCD Program’s M&E team will conduct annual data quality reviews.

Through this review, we will assess the validity, reliability and timeliness of data. Based on the review, we

will modify data collection methodology as needed and update the M&E Plan accordingly.

Plan For Data Analysis, Review, & Reporting

Data Analysis: SCD Program M&E Associate

Presentation of data: Table, Charts or graphs, and narratives will be shared internally with SCD

Program team both in Ghana and PYXERA Global headquarters and also with USAID Ghana and other external key stakeholders

Review of Data: SCD Program M&E Associate ; Project Director; and PYXERA Global HQ M&E Team

Reporting of Data: Data and analysis of this indicator will feature in reports to PYXERA Global

headquarters and also quarterly and annual reports to USAID

Other Notes

Notes on Baselines/Targets: For the SCD Program, baseline value is zero. Targets are determined

based on number of SMEs in SCD Program network. It is expected that all SMEs identified by the SCD Program will be linked to the industry. It is also assumed that some BSPs may be linked to the industry as may be needed.

This Sheet Last Updated On: October 18, 2016