Institutional Funding – Donor Mapping and Donor Engagement Consultant At Human Appeal

About Human Appeal

Human Appeal is a UK-based International humanitarian and development organisation working across the globe to strengthen humanity’s fight against poverty, social injustice and natural disaster. Through the provision of immediate relief and the establishment of self-sustaining development programmes, we aim to invest in real, effective solutions. We work year-round to establish healthcare, education, WASH, and livelihood programmes that pave the way for empowered, self-serving communities. We also provide food, medical aid, and disaster relief during emergencies, a critical intervention that saves lives. Our skilled local teams are able to access some of the most hard-to-reach places in the world, at their most vulnerable of times. We have field offices in countries including Yemen, Syria, Turkey, Iraq, Somalia, Sudan, Pakistan, and Palestine, and we operate through our local partners in other countries such as Lebanon, Bangladesh, Myanmar etc. Our cross-cutting themes are related to gender, climate and protection.

Human Appeal was founded in a small flat in Manchester in 1991, and was slowly and diligently built from the ground up. In 2004, we registered as a company limited by guarantee, and we registered with the Charity Commission in 2014. Since then, we’ve grown from a team of 2 students to a family of over 173 employees in the UK, 100 staff in our international country offices, and 887 volunteers, all of us united towards a common goal of a kinder, fairer world.

Our Vision

To become the global agent of change for a just, caring, and sustainable world.

Our Mission

We are a global humanitarian and development organisation. We save lives, alleviate poverty, transform and empower local communities whilst championing humanity, impartiality, neutrality, and independence.

Main Consultancy Purpose

Human Appeal is seeking a consultant to conduct a comprehensive donor scoping exercise with a view to identifying and securing new funding streams for the medium and longer term in support of HA vision, strategy and programmatic and geographic priorities.

We are in the process of developing Institutional Funding plan for 2022 and 2023. This exercise is foundational work to the development of IF Plan (2022 -2023).

This exercise aims to contribute to the following:

1. Diversification of funding sources for HA Global response, with emphasis on shifting from reactive to proactive engagement with external institutional, governmental/ philanthropic donors.
2. Implementation of a systematic approach which enables sustainable delivery of HA programmes.
3. Developing and Strengthening relationships with current/new donors through the development of donor engagement plans.

The consultant will work closely with senior leaders in the targeted Country offices as well as the Institutional Funding team. The consultant will lead the donor mapping process with a view to deliver the following:

1. Donor Mapping report covering HA global operations in 8 geographical locations in the Middle East, Africa and Asia.
2. Donors’ engagement plan (2 years’ breakdown) with clear SMART targets, deliverables and indicators.

Key Expected Outcomes

1. Donor Mapping report: the report should cover HA global operations in 8 geographical locations in the Middle East, Africa and Asia. It is comprised of two main sections:

· Donor Environmental Scan: this section will include long list of possible donors that are in line with HA priorities, gaps in current capabilities, probability of success and recommended actions. HA has initial donors’ long list to start with.

· Donor Deep Dive (high probability donors): This report will include deeper analysis for high probability donors that was agreed on. This will involve information about the eligibility criteria, CFPs timelines, thresholds, HA comparative edges, etc.

2. Donor Engagement plan (two years plan): This report is essential for the fundraising plan. The report will serve as the action plan for engaging the high probability donors analysed in the first report. It will include smart objectives, indicators, deliverables and timeframe. Should also highlight the required resources. HA already has a template that could be discussed with the consultant.

Suggested Approach and Methodology

The consultant will work closely with HA’s IF team and the concerned country offices, to achieve the desired outcomes. The below methodology is suggested. However, consultant can suggest different way as well, as long as it addresses the required deliverables.

1. Donor Environmental Scan (Donors’ long list):

This is a research and analysis piece mapping existing and prospective sources of funding for related programmes in the Middle East, Asia and Africa. HA already has a long list of possible donors, which will be the consultant’s starting point. The consultant will explore possible donors including: governmental donors, multilateral organisations, philanthropic and corporates. As a first step, the consultant will take some time to review HA related documents including: HA strategy, Operational plans for the previous years, Donors long list for each country, Country profiles, policies and Annual Reports etc.

Then, meetings with IF team and focal points in HA country offices will be arranged to build an accurate and in-depth understanding of HA Global strategic priorities, the existing programmes, structure and capacity.

Once the consultant’s knowledge is well established, this work should shift to prioritisation of donors with a view to identifying high value targets and specific funding opportunities for each of our geographical locations, ensuring that identified opportunities match or align with HA Global priorities and capabilities.

Using donor mapping and other sources, the consultant will:

· Finalise a long list of possible existing, emerging or untapped medium to high potential donors for each of our country offices.

· Identify gaps in current capabilities to maximise grant acquisition with these donors and market trends and opportunities which are highly relevant to HA.

· Recommend actions, donors to be targeted and funding opportunities based on this analysis.

Deliverables:

· Long list of possible donors for each country office and with success chances analysis (high, low, medium). To be delivered by 29th of November.

· Complete Part 1 Donor Mapping Report: Donor Environmental Scan by 4th of December.

· Workshop 1 with IF and programmes teams (by 10th of December) including delivery of PowerPoint presentation presenting analysis and recommendations. The workshop will enable HA team to make decisions regarding which donors should be the focal point for Part 2 of the Report.

· The development of a summary of key draft recommendations from Part 1 (maximum two pages) by 10th of December.

2. Donor Deep Dive (high probability donors’ shortlist):

This report will outline the key funding opportunities, including a detailed examination, where possible or available, of the:

· Objectives of the identified opportunities and identification of alignment with HA Global programmatic priorities.

· Timing and requirements of any call for proposal/tender arrangements and the funding cycles of the opportunities identified.

· Eligibility of HA for the funding opportunity (e.g. legal status, financial or accreditation arrangements/ or other specific due diligence requirements, geographic focus of programming, particular focus on cross-cutting issues (e.g. gender, disability inclusion, environmental waste management, counter-terrorism & fraud, child safeguarding, prevention of sexual exploitation abuse and harassment), local partner requirements, etc.

· Funding thresholds (minimum and maximum), including whether funding levels impact on level of compliance arrangements required to be met by grant applicants.

· Identify any emerging trends and changing requirements in the areas of partnerships, management, and compliance from current and emerging donor.

· Requirement for match funding or co-financing, and internal cost recovery margins set by the donor for the relevant funding opportunity.

· Extent to which the donor funding opportunities leverage and multiply the effects of HA existing programmatic footprint in the specific identified regions.

· Relevant contact details of responsible officers for identified grant or funding opportunities at targeted donors.

· Any other intelligence that can help in maximising the success chances.

Approach:

Part 2 of the report should be no longer than two-three pages per donor. Our preference, at this stage, would be that this is presented in table form, but also welcome consultant’s views on how best to present these donor summaries. Any information presented in the table should be referenced.

Deliverables:

· Deliver Final Part 1 & Part 2 Donor Mapping Report by 21st of December.

· Based on the decisions from Workshop 1, prepare Donor ‘deep dive’ Summaries for each of the targeted donors. This should include a finalised assessment of new potential grant markets and recommended actions to meet new donor priorities and requirements.

· Workshop 2 HA team (by 4th of January 2022) including delivery of power-point presentation. The workshop will present the Final Report and summarise analysis and recommendations to HA Team.

3. Donor Engagement plan (two years plan):

This report is essential for the fundraising plan. The report will serve as Actionplan for engaging the high probability donors analysed in the first report. It will include smart objectives, indicators, deliverables and timeframe. Should also highlight the required resources. HA already has a template that could discuss with the consultant.

Deliverables:

· One to one meetings with COs to agree on the realistic actions, timelines and resources required for donor engagement plan.

· Deliver 2 years’ donor engagement plan for each oh HA concerned Country Offices, by 21st of Jan 2022. The plan should include clear targets, actions, indicators and timelines.

· Workshop 3 to IFT and programmes team in HQ to present the main targets and timelines and the realistic needed resources. This should be delivered by 31st of Jan.

Expected Deliverables and Timelines

Deliverables & Indicative Timeframes

**

Project Inception Meeting By 12th November 2021

Desk Review+ One-to-One Meetings with HA Country Offices By 19th November 2021

Long List of Donors By 29th November 2021

Part 1 Donor Mapping Report: Donor Environmental Scan By 4th December 2021

Workshop 1 By 10th December 2021

Part 2 Report – Donor Deep Dive By 21st December 2021

Workshop 2 By 4th January 2022

Donor Engagement Plan By 21st January 2022

Workshop 3 By 31st January 2022

Milestone / Deliverables Payment Project

**

Project Inception Meeting held & Donor Mapping Report Plan agreed 40%

Deliver Final Draft Part 1 Report and Workshop 1 15%

Deliver Final Draft Part 2 Report and Workshop 2 15%

Deliver Final Draft Donor Engage Plan and workshop 3 30%

Competencies

Applications will be accepted from both individual consultants or consultancy teams. The specific skills and experience required by the individual or team are as follows:

· Proven experience and/or expertise in business development, donor engagement strategy & grants acquisition processes to diverse donors in international development.

· Strong awareness and access to donors, donor mapping resources, and on-line research and analysis skills.

· Solid understanding of international development market trends of donors, funding opportunities from around the world and trends in grants requirements and compliance across a wide range of donors. Solid understanding of the funding landscape in the Middle East, Asia and Africa.

· Ability to work effectively with clients and stakeholders to meet deadlines and deliver work required to a consistently high standard.

· Excellent written and verbal communication skills with the ability to deliver analysis and produce high quality accurate reports and assessments.

· Excellent Proficiency in MS Word, Excel, Outlook and PowerPoint.

· Tertiary qualifications in international development, humanities, international relations, international business development/international development economics, or other relevant field.