Tool: Guidance to the task manager to include a disability perspective at the formulation phase

(As described, p. 34 of the PCM guidelines, section 4.4. Formulation)

1. In relation to information requirements

Tasks manager	Key questions for Disability inclusion	Related tools
Confirm the relevance and feasibility of the project idea as proposed in the Identification Fiche or Project Fiche
Prepare a detailed project design, including the management and coordination arrangements, financing plan, cost-benefit analysis, risk management, monitoring, evaluation and audit arrangements; and		Leaflet 2, Identification and formulation – Practical tools section.
Prepare a Financing Proposal (for individual projects) and a financing decision.		Financing proposal

2. General tasks manager at the formulation phase
1. For Individual projects –financing decision made at this stage

Tasks manager	Key questions for Disability inclusion	Related tools
Organise and participate in consultations with key stakeholders throughout the phase and promote their active involvement in decision making.	Are disability stakeholders identified? Are they invited to participate?	Who are the stakeholders for disability inclusion : Word (203 Ko) - PDF (111 Ko) Accessible meetings or events : Word (171 Ko) - PDF (91 Ko)
< li>Based/building on the approved Identification Fiche and the contents of any other pre-feasibility study documents, finalise Terms of Reference and any required tendering documents for the feasibility/design study.	Are the terms of reference including a disability dimension	Preparing Terms of reference at formulation phase : Word (1 Mo) - PDF (74 Ko)
< li>Manage the tender process (as required), including the selection of a preferred contractor and the conduct of pre-mission briefings.
< li>Monitor the progress of the study/mission, assess the content and quality of study reports, and decide on next steps.
< li>If the project is to proceed to Financing, prepare a Draft Financing Proposal and submit to QSG for assessment.
< li>Manage the Proposal through the financing committee process.
< li>Prepare and conclude Financing Agreement.

1. General tasks manager at the formulation phase
1. For Programme of projects – financing decision already made at end of Identification

Tasks manager	Key questions for Disability inclusion	Related tools
< li>Review each Project Fiche to identify issues requiring further analysis and formulation/design work, and determine responsibilities for undertaking the work.
< li>Prepare TOR (as appropriate) to contract further formulation/design work.	Are the terms of reference including a disability dimension	Preparing Terms of reference at formulation phase : Word (1 Mo) - PDF (74 Ko)
< li>Contract the design work and manage the contractors.
< li>Submit implementation documents (TOR/Technical and Administrative Provisions) for review by the QSG (on a sample basis).
< li>Undertake other required actions prior to implementation, including ongoing dialogue with project stakeholders to ensure/support local commitment.	Are disability stakeholders identified? Are they invited to participate?	Who are the stakeholders for disability inclusion : Word (203 Ko) - PDF (111 Ko) Different degrees of inclusion : Word (169 Ko) - PDF (86 Ko)
< li>Prepare and conclude Financing Agreement