Validated Lead Expert
B.1. Understanding of integrated and sustainable urban development:
Graduated in Sociology and have a Master’s Degree in Planning and Development Processes Assessment, with focus associated with the sustainable development of cities. In professional terms: - Member of the mission team, created by the Portuguese Government, responsible for ex-ante evaluation of the construction of a new bridge on the Tagus River in Lisbon metropolitan area. It was responsible for evaluating the social impacts; - Consultant to the Government of Cape Verde and the United Nations to implement pilot experiences of participatory budgeting in 4 cities; - Consultant for numerous municipalities of Portugal for the design, management and evaluation of citizen involvement policies in urban development processes; - Creator of the 1st software at worldwide level for the design, management and evaluation of participatory budgets; - Consultant to the Lisbon City Council for the design and evaluation of the "BIP/ ZIP Program - Local Partnerships" which aims to promote sustainable urban development of 67 neighbourhoods and Priority Intervention Areas; - Consultant to the World Bank for the design, monitoring and evaluation of citizen involvement processes in the development of the poorest neighbourhoods in three cities of Mozambique, namely Maputo (the capital city), Nampula and Quelimane (both provincial capitals) - Coordinator of the Observatory of participatory democracy in Portugal; - Coordinator of the Network of Participatory Municipalities in Portugal.
1 = validated. Demonstrated more than 2 years of experience with integrated and sustainable urban development.
B.2. Understanding of exchange and learning processes at transnational level:
Lecturer in many countries: Spain, Germany, Ireland, France, Brazil, Mozambique, Sao Tome and Principe, Cap Verde, Senegal, Tunisia, Argentina, Colombia, Dominican Republic and Nicaragua. He has coordinated and participated in several transnational projects: - Team member in EQUAL transnational cooperation - Coordinated the project "Local Products - Cooperation with S. Tome and Principe" - Team member of the European project DEAR STUDENT - STrengthened and sUstainable Development in Educative centers and Network of local sTakeholders through DEAR - Coordinates the Portuguese participation in the project COMPARTE - Participatory democracy for Coexistence, Development and Good Governance - Nicaragua - Member of the European project "Youth Moves Europe" - Coordinates the project "Participatory Budgets for improving municipal governance in Mozambique" - World Bank - Coordinates the Portuguese participation in the European project "Don't Waste Our Future". He has organized several international meetings: - Associative movements and European Citizens Against Racism - II European Meeting of Young Lusodescendentes - I, II and III Iberian Meeting of Participatory Budgeting He collaborates with various international organizations: - Local Authorities Forum for Social Inclusion and Participatory Democracy - United Cities and Local Governments - Andalusian Fund of Municipalities for International Solidarity - International Observatory of Participatory Democracy
1 = validated Provided significant transnational activities that demonstrates understanding of exchange and learning processes at transnational level.
B.3. Proficiency in English:
The expert has an extensive internationally working experience, allowing him to master different languages, including English. Without this knowledge he could not exercise the various consultant functions for several international organizations, among which stands out the United Nations and the World Bank, as well as holding conferences in different countries. He took English classes from the 5th to 10th grade. Participation in transnational cooperation projects allows him to expand vocabulary and keep actively training the English language. The reading of technical documents and newspapers in English are also part of his work.
1 = validated Sufficient proficiency in English (C1).
Expertise for the design and delivery of transnational exchange and learning activities:
C.3.1. Ability to communicate complex concepts to non-English speakers:
The expert uses different techniques and methods to explain complex concepts to people who do not speak English, for example: -The use of photographs illustrating concrete practical situations; -The viewing of videos explaining the concepts and practices, -The preparation of PowerPoint presentations prepared especially with visual elements with little text to capture participants' attention to ensure a fluid and effective communication; -The use of diagrams, flow charts and drawings that allow the understanding of the concepts and their practices; The simulation of specific practices within the transnational cooperation meetings for participants to experience situations; -The use of terms in other languages such as Spanish which the expert dominates fluently.
1 = validated Provided some examples that demonstrate ability to communicate complex concepts to non-English speakers.
C.3.2. Ability to draw out, support the verbalization and documentation of knowledge and practice from participants:
The expert is the author of several books, articles and presentations, some of which translated into other languages in order to facilitate the exchange of experiences and knowledge on a transnational basis. Some examples: -“For Cascais, I do it” – book that explains the participatory budgeting methodology implemented in Cascais - Portugal (2013). The expert is a consultant for this experience from the start, having the same gain a recognition award by the International Observatory of Participatory Democracy in 2013. Available at http://in-loco.pt/upload_folder/edicoes/3c712f42-0bdf-426b-be9d-0e4287489dbc.pdf -“Hope for Democracy – 25 Years of Participatory Budgeting Worldwide” - Book coordinated by the expert and counted on with the participation of about 40 authors from around the world (2014). Available at http://in-loco.pt/upload_folder/edicoes/1279dd27-d1b1-40c9-ac77-c75f31f82ba2.pdf -"How to assess the Participatory Budgeting?" - Presentation in German and which was used in the traning of politicians, municipal technicians, journalists and representatives of social organizations of Germany (2012). Available at http://de.slideshare.net/Zebralog/wie-evaluiert-man-einen-brgerhaushalt - “Participatory Budgeting in Portugal “, in Spanish, performed in Dakar, Senegal (2011) Available at http://www.infoop.org/observ/parameters/infoop/files/File/upload/II_Assembleia_-_Dakar_2011/Portugal.pdf
1 = validated Provided more than two examples that demonstrate the ability to draw out, support the verbalization and documentation of knowledge and practice from participants to enable comparison, exchange, peer review, etc.
C.3.3. Ability to capture learning for participants to take away:
MEETING REPORTS DIAS, Nelson (2009) Actas do III Encontro Nacional de Orçamentos Participativos (Minutes of the Third National Meeting of Participatory Budgeting) – http://portugalparticipa.pt/upload_folder/table_data/8938264a-a3da-4f0d-bccf-4e18d1a9bddb/files/Actas_de_Lisboa.pdf DIAS, Nelson (2007) Actas do I Encontro Nacional de Orçamentos Participativos (Minutes of the First National Meeting of Participatory Budgeting) – http://portugalparticipa.pt/upload_folder/table_data/3580b78e-6eec-420f-90d9-3dfc7309d3c8/files/Actas1_Encontro_N_acional_OP.pdf CASE STUDIES DIAS, Nelson (Coord.) Diagnóstico da População Imigrante do Concelho de São Brás de Alportel (Diagnosis of the Immigrant Population of São Brás de Alportel Municipality) (2011) – http://sapientia.ualg.pt/bitstream/10400.1/3666/1/17.SaoBrasAlportel.VF.pdf DIAS, Nelson (Coord.) Idosos Isolados (Isolated elderly) (2010) – http://sapientia.ualg.pt/bitstream/10400.1/4374/1/IdososIsolados_Tonadagua.pdf DIAS, Nelson (Coord.) Actividades Económicas de Pequenas Escala (Small Scale Economic Activities) (2010) http://sapientia.ualg.pt/bitstream/10400.1/4377/1/PequenaEscala_2010.pdf DIAS, Nelson (Coord.) Carta Social do Conselho de Faro (Social diagnosis and plan of Faro Municipality) (2008) - http://sapientia.ualg.pt/bitstream/10400.1/3700/1/Carta_Social%20%28Diagnostico%20e%20PDS%202008_2013%29.pdf
1 = validated Provided more than two examples that demonstrate the ability to capture learning for participants to take away.
C.3.4. Ability to produce concise reports that incorporate good practices and policy messages:
GOOD PRACTICES Orçamento Participativo – Animação Cidadão para a Participação Política (Participatory Budgeting - Citizen Incentive for Political Participation) - http://portugalparticipa.pt/upload_folder/table_data/5a041e34-442d-48e2-a47f-82db630a5701/files/OP_Anima%C3%A7%C3%A3o_cidad%C3%A3.pdf “For Cascais, I do it – Cascais Participatory Budgeting” - http://in-loco.pt/upload_folder/edicoes/3c712f42-0bdf-426b-be9d-0e4287489dbc.pdf POLICY MESSAGES DIAS, Nelson (Coord.) Carta Social de São Brás de Alportel (Social diagnosis and plan of São Brás de Alportel Municipality) (2014) - http://cms.cm-sbras.pt/upload_files/client_id_1/website_id_1/atividade_mun/Serv.%20Sociais/carta%20social/Carta-Social-SBAAprovada15JAN2015.pdf DIAS Nelson, SOUSA, Vanessa (2013) «From the “small is beautiful” to the “small is unsustainable” – reflections of the impoverishment of the country» - http://sapientia.ualg.pt/bitstream/10400.1/3707/1/2013_Small%20is%20Beautiful.pdf DIAS, Nelson; ALLEGRRETI, Giovanni (2009) The Variable Geometry of Participatory Budgeting: Which Lessons from the new Portuguese Explosion? (pg. 623), in Learning Democracy by Doing: Alternative Practices in Citizenship Education and Participatory Democracy, University of Toronto - http://portugalparticipa.pt/upload_folder/table_data/f9bbbe4c-b3de-4b84-a274-e9d66597d62e/files/Learning%20Democracy%20by%20doing%20it.pdf
1 = validated. Provided more than two examples that demonstrate the ability to produce concise reports that incorporate good practices and policy messages.
Summary Expertise for the design and delivery of transnational exchange and learning activities:
The expert has extensive working experience in international cooperation with countries in Europe, Africa and Latin America. He has been invited to give lectures and provide training for political and technical decision-makers in different countries of these three continents. He has organized and boosted various international meetings to share experiences and show good practices. His wide international experience allows him to have a vast knowledge on different political cultures, administrative, cultural and social, which facilitates his work of animation and moderation of transnational cooperation partnerships. He has extensive experience working with elected officials, policy makers, technicians, citizens and social organizations and businesses. He specializes in the use of facilitation methods and participatory animation, ensuring the involvement of participants in all phases of projects. His experience allows him to adapt working methods to each local, institutional and political context. He is the author of several books, articles and reports, often produced based on knowledge and work experience acquired in these different work contexts.
1 = validated. There is consistency between CV, replies and summary. The applicant meets the criteria for C.
Theme / Policy:
D.1. Deep knowledge on the selected theme and related policy challenges, including up to date practice, research, etc.:
PROJECTS - International consultant to the Government of Cape Verde, United Nations and World Bank for the design, management and evaluation of municipal participatory governance processes. - Consultant to several Portuguese municipalities for the implementation and evaluation of participatory governance processes. - Coordinator of the project "Participatory Budgeting Portugal" (EQUAL) and "Portugal Participates" (EEGRANTS). - Participation in various international projects on participatory governance (EU, World Bank, UKaid). RESEARCH - He held his master's dissertation on the subject of participatory democracy, in particular the Participatory Budget, choosing as a case study a Brazilian city. - Co-coordinator of the study “OPtar – Participatory Budgeting in Portugal and Cape Verde. - Director of the Magazine “Rede- Reflexões (in)Oportunas”. TRAINING - Coordinator of the training course "Participatory Democracy". He provided training on participatory governance for approximately 2000 technicians, politicians and members of social groups from Portugal, Germany, Spain, Cape Verde, Mozambique and Brazil. INTERNATIONAL CONFERENCES - Pronounced lectures in many countries: Spain, Germany, Ireland, Brazil, Mozambique, Sao Tome and Principe, Senegal, Tunisia, Argentina, Dominican Republic, Colombia, Nicaragua and France. PUBLICATIONS - Author of books, articles and reports on participatory governance (as in points C.3.2./3.3./3.4.)
1 = validated Demonstrated more than two years of experience in having deep knowledge on the selected theme and related policy challenges, including up to date practice, research etc.
D.2. Ability to produce thematic inputs to feed in the learning process of in projects in which you have been involved:
The consultant has produced several reports associated with the projects in which he has participated. Stands out at this level the documentation produced for the World Bank on participatory governance processes, such as: reports of technical assistance missions and cooperation between municipalities. The role of the consultant in the preparation of two strategy proposals for the adoption of national participatory governance and civic education policies on municipal taxation to Mozambique also stands out. He is currently producing a report of policy recommendations on participatory governance for the Portuguese Parliament. The expert has participated in several strategic meetings by invitation of local elected representatives, to discuss the topic of participatory governance in Portugal, Spain, Italy, Brazil, Mozambique and Cape Verde. He has also provided training and conferences on participatory governance aimed at policy makers and municipal technicians in 15 countries.
1 = validated Provided more than two valid examples that demonstrate the ability to produce thematic inputs to feed in the learning process in projects in which he/she has been involved.
D.3. Ability to produce concise reports that incorporate learning from exchange & learning activities, put forward good practice:
The expert has given numerous interviews to newspapers, magazines, television and websites, in which he examines the phenomena of participatory governance and addresses political messages to decision makers, municipal technical teams and social groups. In these he makes use of multiple practical examples that he has studied in countries like Portugal, Spain, Italy, France, Germany, Poland, Cape Verde, Mozambique and Brazil, among others. He wrote two books on paper and digital format on good participatory governance practices, resulting from consulting and research work. They both incorporate political messages addressed to elected decision makers as well as useful methodological contents for municipal technical teams. Coordinates the “Portugal Participa” website that contains a national observatory (http://portugalparticipa.pt/Monitoring) and an international observatory (http://portugalparticipa.pt/International) of good participatory governance practices. Each practice has a useful technical information page for processes of dissemination and transfer of knowledge between municipal administrations.
1 = validated Provided more than two example that demonstrate the ability to produce concise reports that incorporate learning from exchange and learning activities, put forward good practice and policy messages targeting city practitioners and urban policy-makers (for participants as well as for an external audience),
D.4. Understanding of how to maximize the use of project results for benefits in capitalization, policy design, awarenes:
In all projects in which he participates - as coordinator, team member or consultant - the expert is concerned with the systematization of best practices, with the aim of their dissemination in other territories. This is very important once the expert works as a consultant of best practice governance processes in about 20 municipalities from different countries. This allows him to have the knowledge of experiences and methodological details that have worked well in a given reality and to disseminate them to other territories, with due adaptation. The expert's job success depends much of this capacity to understand where the innovation is and to capitalize it to the territories in which he operates. The expert is therefore seeking to ensure the most innovative outputs of each project to enhance its dissemination. Even the expert himself can ensure that dissemination by the fact of working on different projects and territories, as is the case of the 20 cities where he has exercised the consultant functions for participatory governance processes. The expert is thus simultaneously producing innovation, systematizing practices and vehicle for its dissemination.
1 = validated Provided an example that demonstrates an understanding of how to maximize the use of project results for strategic benefits in capitalization, policy design, awareness raising, etc.
Summary Thematic expertise:
The expert has extensive experience working as a consultant for different organizations on the subject of participatory municipal governance (2006-15): -Government of the Republic of Cape Verde -United Nations -World Bank -About twenty municipalities of Portugal, Cape Verde and Mozambique. He has assured training on participatory governance for about two thousand technicians, politicians and members of social groups in Portugal, Germany, Spain, Cape Verde, Mozambique and Brazil (2006-15) He has been invited to give lectures at conferences, meetings and seminars in 15 countries from different continents. He has organized and boosted various international meetings to share experiences and presentation of good participatory governance practices. He is the author of several books, articles and technical reports on participatory governance.
1 = validated. There is consistency between CV, replies and summary. The applicant meets the criteria for D (Local governance).
Expertise support to local authorities and other stakeholders in designing & delivering integrated and participatory policies
E.1. Knowledge on participatory methods and tools for co-production and implementation of local polices :
The expert participated in the project “São Brás Solidário” (EQUAL), having coordinated the design and experimentation of a participatory budget process in a city in the south of Portugal (Action 2). From this trial produced a methodological guide for national dissemination of participatory budgeting (Action 3), giving rise to the project “Orçamento Participativo Portugal” (Participatory Budget Portugal), which was coordinated by the expert. Also assured transnational cooperation with other European cities. The expert coordinates the project “Portugal Participa”, which ensures an intervention in multiple Portuguese municipalities to design policies and local regulations for the participation of citizens. Under this project also ensures a permanent relationship with other partners and international experts. He has been a consultant for about 20 municipalities in various countries, for the design of participatory budgeting methodologies. In this context he has also produced many articles, books and methodological manuals for the dissemination of the theme and methodologies. He has been a consultant to the Lisbon City Council to design an external evaluation of “BIP / ZIP” program since 2011. Coordinated an online training course on participatory budgeting, aimed at technicians from different Portuguese municipalities. Coordinates the “Rede de Municípios Participativos” of Portugal, a community of practices, which currently comprises about 45 municipalities across
1 = validated Demonstrated more than two years of experience in the category E/provided some relevant activities that demonstrate knowledge on participatory methods and tools for co-production and implementation of local polices (including proactive outreach to different stakeholders, conflict resolution, mediation of interests, community dialogue, etc.)
E.2. Knowledge on integrated approach for the design, delivering, monitoring and evaluation of urban strategies/policies:
The expert has been consultant and external evaluator of participation policies in several cities of Portugal and Mozambique. In this context ensures the regular study of different practices of participation, creating for this purpose various work instruments, collection and analysis of information. For each city annually produces a monitoring and external evaluation report, which also incorporates recommendations for improvement of political participation. In this work, the expert has designed instruments that: -allow citizens involvement in the evaluation of public policies on participation of their cities; -aim to increase the level of transparency in the actions of municipalities; -allow permanent monitoring of the execution of public investments. Currently supports the creation of the first “municipal councils of participation” in four Portuguese cities. They are recognized as institutional structures to promote the participation of citizens and their organizations in the design and monitoring of urban participation policies. Coordinates the participation practices observatory in Portugal, available in www.portugalparticipa.pt, ensuring constant monitoring of existing processes in the country. Regularly holds conferences in various countries and is the author of several publications on the evaluation of municipal participation policies.
1 = validated Demonstrated more than two years of experience in the category E/provided some relevant activities that demonstrate knowledge on integrated approach for the design, delivering, monitoring and evaluation of sustainable urban strategies/policies.
E.3. Awareness of the main policy and funding schemes for sustainable urban development at EU and national level:
The expert has a constant concern to keep up to date on his areas of expertise, particularly participatory governance associated to sustainable urban development. This update effort is ensured through complementary mechanisms: -privileged relationship with various networks established in multiple countries, promoting international cooperation; -coordination of transnational cooperation projects in which he has been involved; -coordination of publications that allow a knowledge update on participatory governance processes in multiple countries (xample of the book "Hope for Democracy - 25 years of Participatory Budgeting Worldwide, which he coordinated and invited about 40 authors from all continents); -participation in conferences, seminars and international meetings; -reading books, articles and reports produced by other experts; -regular consultation of international reference websites on work related topics, among others
1 = validated Demonstrated more than two years of experience in the category E/provided some valid examples that demonstrate awareness of the main policy and funding schemes for sustainable urban development at EU and national level.
E.4. Ability to understand specific local situations and adapt tools and content to different local realities:
The wide experience of working in different countries allows the expert to have the sensitivity to understand the political, institutional, social and cultural differences and needs of each territory. It’s in this context that he has been a consultant for participatory governance processes in different countries, working directly with elected officials, policy makers and technicians of multiple local authorities. Before starting any process, the expert performs an institutional and territorial diagnosis, which allows him to understand the action scenario where he will intervene. Due to the facts diagnosed and validated by local actors, the expert prepares and negotiates a draft of methodology for each participatory governance process. He creates the instruments of labour, ensures the training of the teams involved in each territory (knowledge transfer), supports the development of practices and monitors the entire process, producing the final external evaluation reports. Based on this work he develops methodological manuals of good practice, aiming its dissemination in different territories.
1 = validated Demonstrated more than two years of experience in the category E/provided some relevant activities that demonstrate ability to understand specific local situations and adapt tools and content to different local realities so as to ensure consistency in the design and delivery of integrated and participatory policies across participants in transnational projects.
The expert is consultant to local authorities of several countries for the design, implementation and evaluation of urban citizen participation policies. In this context he: -ensures regular study of different practices of participation, creating for this purpose various work instruments, information collection and analysis.These instruments aim i) to promote citizen participation in the evaluation of public policies on participation of their cities; ii) increase the level of transparency in the actions of municipalities; iii) monitoring the execution of public investments. -produces many articles, books and methodological manuals for the dissemination of the subject and methodologies. Coordinates the “Rede de Municípios Participativos” of Portugal, a community of practices, which currently comprises about 45 municipalities across the country. Coordinates the “Portugal Participa” website that contains a national observatory (http://portugalparticipa.pt/Monitoring) and an international observatory (http://portugalparticipa.pt/International) of good participatory governance practices. Each practice has a useful technical information page for processes of dissemination and transfer of knowledge between municipal administrations.
1 = validated. There is consistency between CV, replies and summary. The applicant meets the criteria for E.