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Baseline Survey –Social Economic Inclusion, HIAS Greece

Department: Economic Inclusion & Gender
Location: , Athens


Development of the Baseline for the implementation of the "Graduation Model" program for socioeconomic inclusion of refugees and asylum seekers in Greece.


HIAS is a global Jewish Non-profit organization working across five continents to ensure that refugees and displaced persons are protected. Guided by our values and history, we help refugees rebuild their lives in safety and security and advocate ensuring that all displaced people are treated with dignity.

Organizationally, HIAS is guided by its Refugee Rights Framework. This rights-based approach, based on international human rights, humanitarian and refugee law and practice, provides a programming framework for HIAS’ focus on refugee protection. This framework prioritizes programming impact that ensures forcibly displaced people realize their potential and become contributors to society, with this impact being achieved through the realization of legal and civil rights and social and economic rights, including through 1) the right to protection from harm, violence and discrimination; 2) the right to recovery from the shock of displacement; and 3) the right to economic self-sufficiency and inclusion.

Around seventy-nine million refugees have been forced to leave their homes; of which 85% are hosted in developing countries. Refugees and host communities find themselves facing extreme poverty and scarce economic opportunities. This added to the fact that most of refugees around the world live in protracted situation for five years or more the need of finding long-term solutions is a priority.

While refugees’ specific needs vary, the most common gaps observed throughout HIAS’ operations in the world include the inability to cover basic needs, education and health services, and the inability to earn a sustainable income. Therefore, the overall goal of HIAS’ Economic Inclusion programming is for forcibly displaced people and vulnerable migrants to improve their access to dignified and sustainable livelihoods that promote self-reliance. This goal is supported by the following outcomes: (1) Individuals and communities increase livelihoods assets to improve their inclusion in the local economies; (2) Individuals and communities participate in gainful employment and livelihoods opportunities; and (3) Individuals and families have access to sufficient income to sustain basic needs and overcome shocks.

In April 2021, UNHCR collected and recorded information on the education level, work experience and skills of 6,960 adult asylum-seekers and recognized refugees on the Aegean islands. These first findings were complemented in February 2022 with information from 1,166 adult asylum-seekers and refugees who were self-accommodated on mainland Greece. Of the total interviewed in 2021 and 2022, 67% were asylum-seekers and 33% were recognized refugees. In their majority, they came from Afghanistan (34%), Syria (13%), the Democratic Republic of Congo (9%), and Somalia (8%). Seventy-five per cent were men and 25% women. According to the report, most commonly, refugees worked in construction, manufacturing, and mining (17%), mastered skilled trades (15%), were engaged in customer service (13%), business and sales (10%) and were employed in the agriculture and fishery sector (10%). Amongst them were also doctors, lawyers, teachers, journalists, and ICT professionals. To this effect, HIAS will conduct a Baseline Assessment with the aim of identifying profile of the migrant and refugee population in Greece along with the identification of characteristics of high vulnerability, including various economic inclusions engagements.

Scope of Work

The Livelihoods intervention proposed by HIAS, with a gender focus, encourages a rapid generation of income, reducing protection risks to which families would be exposed if they did not have alternatives to cover their basic needs. Through the implementation of shared value strategies, HIAS will promote joint work with the private sector towards the inclusion of refugees and migrants in value chains.

Within the work carried out around Livelihoods, the Graduation Model will be developed. The Program aims to provide tools for local integration; sustainable livelihoods; promote food security; guarantee access to services and exercise of rights; improve self-confidence; strengthen savings capacity and resilience through five (5) basic components: support for consumption, access to financial services, transfer of assets (seed capital), regular training and follow-up at least twice a month for 18 months. It is focused on providing support and follow-up to the most vulnerable families, who must be previously identified under a scheme that allows them to objectively measure their progress. Under this process we will work with families who, based on targeting as per defined procedures and criteria, qualify as people living in situations of extreme poverty, with a member in their economically active household. As part of the Graduation Model (MDG), there will be identification and comprehensive management of specific protection needs, through the services offered by the organization and through the mechanisms of reference and transfer of cases. Follow-up to these cases under the MDG is a central element of the response of this strategy.

The assessment will include mapping of the private sector actors, self-employment, and wage employment opportunities for migrant and refugee population in Greece and Identify sectors and value chains/income generation activities that are available in Greece and engagement of relevant stakeholders to enable a clear graduation programming that provides sustainable livelihoods.  The assessment will also help HIAS strategically design the type of intervention, improve designing of graduation programming, help design other economic inclusion approaches around the context of Greece and include sustainable approach of delivery of the programme promoting self-reliance and livelihoods for migrants and refugees’ population.



The main purpose of this consultancy is development of the baseline assessment covering both livelihoods and poverty analysis as per the context of Greece. 

In doing so, this piece of work shall:

1.  Economic Inclusion

  1. Identify enablers and barriers to refugee population’ employability and self-employment and, opportunities to mitigate prioritised barriers and maximise impactful opportunities.
  2. Provide insights on resources, training, start-up capital and other support that may be provided to extremely poor refugee population to engage in selected/ identified livelihood opportunities
  3. Identify sectors and value chains/income generation activities to study that are available in Greece through desk review and engagement of relevant stakeholders
  4. Identify self-employment and wage employment opportunities for migrant and refugee population in Greece that are: available, appropriate, profitable, and sustainable. Opportunities should be disaggregated, by refugee/host status and gender at a minimum.

2.  Social Protection

  1. Map the actors in the areas identified as priority areas, who are developing projects in which migrants or refugees could be integrated to promote their social and economic inclusion processes and improve their living conditions
  2. Determination of the profile of the migrant and refugee population in Greece (Athens and Lesbos) along with the identification of characteristics of high vulnerability, including but not limited to economic income levels to help design graduation model programming. 
  3. Development of an index that allows the measurement of the vulnerability of the population, to determine the type of response that can be provided by the organization.
  4. Propose 5 criteria that would allow defining that a family/Individual has overcome the state of extreme vulnerability and poverty. 


Dates of the Baseline assessment; End September – End December 2022 (But these timelines will be negotiated and agreed between HIAS and Consultant.

Geographic coverage:  Greece (Athens, Lesbos)

Key analytical questions

Economic Inclusion

-    Which employment and self-employment opportunities are most appropriate for (each of) our target population(s) and why?

-    What are the key opportunities and barriers for promoting identified employment and self-employment activities?

-    Of the barriers and opportunities for promoting employment and self-employment activities, which should be addressed, or harnessed to enable greater programme impact for specific target groups?

Social Protection

-    What are the types and characteristics of vulnerabilities existing in the selected areas?

-    What is the level of accessibility of Human rights (Refugee Registration, legal, healthcare, education, community integration among others), in the areas?

-    What intervention approaches, activities (direct and/or indirect) and partnerships would be required to enable, promote, and sustain the identified employment and self-employment opportunities?


The data collection and analysis methodology to be applied will be proposed and further defined by the consultant (in the inception report) and revised at the outset of the consultancy with support from HIAS. It is envisioned that value chain and market systems development analysis approaches will be relevant in this assessment, with a focus on gender protection.

The methodological steps during the assessment will include, but not be limited to:

    • Preparation phase:  On-boarding meetings with HIAS staff at HQ and Greece country office, writing an inception report elaboration stating secondary information sources, assessment objectives and key analytical questions, refining suggested Baseline assessment methodology market (including both qualitative and quantitative methods) and tools for collecting and analyzing data, key stakeholders and final report format.
    • Desk review: Conduct secondary desk research to identify: (a) existing relevant market data and key stakeholders, (b) available employment opportunities (c) potential value chains/ systems for further analysis and, (d) prioritised information gaps relevant to this analysis for identified employment opportunities and value chains and systems.
    • Data collection/ field phase (Athens, Lesbos,): Data collection using quantitative and qualitative methodologies including key informant interviews (KIIs)/ focus group discussions (FGDs) with potential participants as well as informal and formal actors, public sector representative actors who play a key role in these creating and providing employment, markets, direct market observation, 2nd desk research, KIIs with local vendors and with other market actors including relevant government stakeholders, NGOs etc. HIAS data protection policies, gender and other ethical considerations will be adhered to.
    • Analysis, report writing and Debriefing phase: data analysis and validation of findings (including sharing preliminary findings and/or recommendations with community representatives such as local administration, other Civil society organizations and key informants and stakeholders); report writing, a debriefing will be organized (either face-to-face, Skype or Zoom) to discuss the results and the recommendations.


The Country Director Greece, Director Economic Inclusion, Regional Technical Advisor, Economic Inclusion and CVA, Africa and Eurasia and Programs Manager, HIAS Greece, will be the consultant’s focal point. The Greece team will provide administrative and logistical support.

A core team consisting of HIAS director for Economic inclusion, Regional Technical Advisor for Economic inclusion and CVA, will be the technical focal points during the duration of the consultancy. All methodology and tools will be validated by the team to ensure that they are focused on the key objective of the assessment. The team will provide continuous feedback as appropriate throughout the whole study process and have regular Skype/Zoom/Team calls with the consultant to evaluate the assessment progress.

HIAS will provide the following support to the Consultant team where necessary after consultations once the team is on board:

Sharing of HIAS’s policies and existing draft Baseline assessment tools.

  • Introduction of the consultant to HIAS key stakeholders and other important key informants.
  • Assist in meeting arrangements with stakeholders, key informants, and beneficiaries, if requested by the consultant.
  • Support of selection of data collectors, translators, facilitators, note takers, if requested by the consultant.
  • Support in logistics where necessary.
  • Security debriefing.


The expected deliverables are:

  • Inception report to be submitted before or during the field visit (Time to be communicated), work program and timetable for the assessment, clearly outlining the proposed methodology and tools (to be approved by HIAS before starting data collection);
  • Draft Baseline assessment report for review by HIAS staff; Final report in English (max. 30 pages, excluding appendices) that consists of:
  • Executive summary with focus on potential Economic inclusion/Livelihood opportunities relevant for graduation participants that generate most profits in a reliable and sustainable manner, disaggregated by refugee/host status and gender; goods/services with most demand locally; gaps in local markets; opportunities/challenges/concerns for working in each sector explored and with each target population.


  • Market/employment assessment findings with associated data structured around methods and evaluation questions.
  • Recommendations for livelihood opportunities that exist, have potential for growth, relevant and feasible for extreme poor migrant and refugee population in Greece, disaggregated by host/refugee status and gender
  • Appendices (including, for instance: TOR, inception report, data collection tools adapted specifically for the target populations);
  • Databases with the assessment data.
  • Provide written reports with disaggregation of data per gender, age, disability.
  • PowerPoint presentation containing findings and recommendations to be presented to HIAS during de-brief workshop (skype/zoom conference). Power Point presentation (with speaker notes) in English to use when/if necessary 


  • Based on the ToR, the consultant/research institute will draft an Action Plan that is aligned with the timelines and objectives indicated at the end of the document. The Action Plan will be sent to the HIAS Director, Economic Inclusion, who will analyse and provide feedback on what has been presented.
  • Reports should be submitted in Microsoft Word format. All text should be unformatted. Graphs or other graphical devices should be editable (i.e., not pictures). All references must be cited according to professional convention, and detailed in a bibliography, using the Harvard system as set out in the UNESCO Style Manual. All verbatim quotations must appear in quotation marks and must not be of excessive length. All data collected under the consultancy must be submitted with the deliverables, in a widely recognised format such as Microsoft Excel.
  • All material submitted to HIAS must be the original work of the consultant. Any plagiarism in any form, or any other breach of intellectual property rights, will automatically disqualify the consultant from receiving any further payments under the contract by HIAS, and HIAS will seek to recover any payments already made.
  • The research will be carried out based on the Action Plan, and each month during this phase, the research institute/consultant will submit a report presenting the results, information gaps and measures to fill those gaps. In addition, the team will have a monthly meeting with assigned HIAS staff to discuss issues related to the research and to ensure the proper development and quality of the process.

Owner and beneficiaries of the Study:

-    All documents produced under this project will be the property of HIAS and may be used for any purpose without consultation with the author.

-    The key beneficiaries of the study are the local counterparts according to the project area, as the Study will help them understand the gaps and opportunities for economic inclusion programs in the country. In addition, the study will target a variety of stakeholders, including donors, policy makers and others such as NGOs working in Greece. The findings of this study will be used to raise the level of attention of decision makers at the strategic, tactical, and operational levels.


The duration of the assignment will be a total of 4 months from the date of signing the contract. Final allocation of days and activity details to be discussed with the successful applicant.




Preparation phase; Induction, preliminary inception report and inception meeting

Project documents shared, inception report with suggested methodology and tools to be used


Desk Research & adaptation of inception report/tools based on steering committee feedback

Approved report and data collection tools

30 days

Data collection /field phase: Preliminary and 2nd round of data collection in the field

30 days

Preliminary analysis and presentation of findings

Debriefing workshop to present key findings

15 days

Final report writing and debriefing workshop

Final report, Power point presentation in English

15 days

Total number of days (approx. & to be discussed with consultants)

120 days

(4 months)


The consultant will be responsible for all phases in the implementation of the consultancy, including the design, collection, and analysis of qualitative and quantitative data, writing reports, presenting the findings and recommendations to HIAS in a workshop, and producing the reports. The consultant will also supervise and provide guidance to the enumerators leveraging on tools/questionnaires, sampling framework and data collection.

Mandatory requirements for the consultant or consultancy Company

  • Advanced degree from an internationally recognized university in International Development, Livelihoods, Food Security, Social sciences, Economics, or other related fields.
  • Minimum 5 years of proven experience in conducting market, labour and employment assessments in emergency/humanitarian or development contexts for livelihood programes.
  • Need to have experience in poverty programs /Assessments / research
  • Experience of quantitative and qualitative data collection methods and strong analysis capacity.
  • In-depth knowledge in economic analysis of humanitarian/development projects.
  • Experience with assessment and evaluation projects funded by donors.
  • Familiar with issues related to displacement and economic inclusion
  • Fluency in written and spoken English for all team members, Knowledge of Greek and other local / refugee languages in Greece are an asset.
  • Excellent communication and demonstrable team leadership experience.
  • Computer skills (word processing, spreadsheets, statistical analysis software application, internet research, etc.).
  • Previous experience in Greece and personal knowledge of the Greece context is a requirement.

The Consultant/Consultancy company will be guided by the following ethical considerations:

  • The views expressed in the report will be the independent professional opinion of the evaluator.
  • Openness of information given to the highest possible degree to all involved parties.
  • Broad participation: the interested parties should be involved whenever relevant and possible.
  • Reliability and independence: the assessment should be conducted so that findings and conclusions are correct and trustworthy.
  • Adherence to HIAS and government of Greece Covid-19 regulations will be required


The deadline for the application is: End of September 2022

The title of the email should be “Consultancy for Graduation Programming Baseline Assessment – HIAS Greece”.

Applications shall include the following:

  • 1 technical offer detailing the proposed assessment framework, methods, and the assessment team (max. 3 pages).
  • 1 financial offer (Excel) detailing the costs of the assignment (including transport costs, enumerators costs etc.)
  • CV of the team leader demonstrating relevant experience or knowledge and alignment with the specification above (max 4 pages);
  • 2 references from recognized organizations, which will be consulted for information about the consultant prior experience in the relevant field of study.


The payment methods against Milestones will be agreed between HIAS and consultant once the consultant is onboard.   

Time of execution of the service:

The duration of the contract will be from the day following the signing of the contract, up to 4 months. All this information must be compiled and sent in a file via we transfer to


We are committed to a fair and respectful hiring process, and we do our absolute best to respond to every applicant. We prioritize communication and transparency with all candidates, even those who are not moving forward. Here’s a snapshot of our hiring process for consultancies:


Step 1: Submit your application!

Step 2: Video interview with the hiring manager.

Step 3: Offer, consultancy agreement and background check.

Step 4: Start your professional journey with HIAS!

Note: Some of our hiring processes may vary, and not all candidates will advance to each step.


Over one hundred years ago, the Jewish community founded HIAS (originally the Hebrew Immigrant Aid Society) in New York City, the immigrant gateway to America. Supporting Jews fleeing persecution and poverty in Eastern Europe, our founders were guided by the traditions, texts and history of the Jewish people—a history of oppression, displacement and diaspora. HIAS has since helped generations of Jews facing violence because of who they were, and HIAS remains committed to helping Jewish refugees anywhere in the world. Today, our clients at HIAS come from diverse faiths, ethnicities and backgrounds, as do our staff. We bring our experience, history and values to our work across five continents, ensuring that refugees today receive the vital services and opportunities they need to thrive.

HIAS is a learning community, committed to diversity and inclusion. We do our work with integrity, accountability, transparency and a commitment to the highest ethical standards. We seek employees from diverse backgrounds and life experiences to join our teams located in the United States and across the globe. People who identify as BIPOC, people with disabilities, people from the LGBTQ+ community and people with lived experiences of forced displacement or immigration are all encouraged to apply. We are committed to building a diverse workforce that reflects our vision, mission and values.


HIAS stands for a world in which refugees find welcome, safety and opportunity.


Drawing on our Jewish values and history, HIAS provides vital services to refugees and asylum seekers around the world and advocates for their fundamental rights so they can rebuild their lives.


Welcome • Acogimiento • Hospitalité • (Hachnasat Orchim)

We Welcome the Stranger

Justice • Justicia • Justice • (Tzedek)

We Pursue Justice

Empathy • Empatía • Empathie •  (Chesed)

We Approach our Clients with Empathy

Partnership • Compañerismo • Coopération • (Chevruta)

We Believe in Changing the World through Partnership

Courage • Coraje • Courage • (Ometz)

We Act with Courage to Build a Better World

Resilience • Resiliencia • Résilience •  (Ruach)

We Adapt and Thrive, Continuously Demonstrating our Resilience


HIAS is committed to a diverse and inclusive workplace. As an equal opportunity employer, all qualified applicants will be considered for employment without regard to race, color, national origin, ethnic background, ancestry, citizenship status, religious creed, age, sex, gender, sexual orientation, physical disability, mental disability, medical condition, genetic information, marital status, registered domestic partner or civil union status, familial status, pregnancy, childbirth, military status, protected veteran status, political orientation or other legally protected status.


HIAS is committed to the protection of children, vulnerable adults and any other person from any harm caused directly or indirectly due to their coming into contact with HIAS. We will not tolerate sexual exploitation, abuse or any form of child abuse or neglect by our staff or associated personnel. Any candidate offered a job with HIAS will be expected to sign and adhere to HIAS’ Code of Conduct and Safeguarding policies. All offers of employment will be subject to satisfactory references and appropriate screening checks, which can include criminal records. HIAS also participates in the Inter-Agency Misconduct Disclosure Scheme. In line with this Scheme, we will request information from job applicants’ previous employers about any findings of sexual exploitation, sexual abuse and/or sexual harassment during employment, or incidents under investigation when the applicant left employment. Likewise, HIAS will share this information when other organizations inquire about current and former HIAS staff as part of their recruitment process. By submitting an application, the job applicant confirms their understanding of these recruitment procedures.


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