Terms of Reference-Capture Planning, Project Design, and Proposal Writing Training At World Vision

BACKGROUND

World Vision International (WVI) is international partnership of Christians whose mission is to follow our Lord and Saviour Jesus Christ in working with the poor and oppressed to promote human transformation, seek justice and bear witness to the good news of the Kingdom of God. We pursue this mission through integrated, holistic commitment to:

· Transformational Development that is community-based and sustainable, focused especially on the needs of children.

· Emergency Relief that assists people afflicted by conflict or disaster.

· Promotion of Justice that seeks to change unjust structures affecting the poor among whom we work.

· Partnerships with churches to contribute to spiritual and social transformation.

· Public Awareness that leads to informed understanding, giving, involvement and prayer.

· Witness to Jesus Christ by life, deed, word and sign that encourages people to respond to the Gospel.

WVI’s current strategic plan “Our Promise” (Phase 2) Strategic Initiative 9 speaks directing to ‘accelerating growth in grants’. Grants are a critical funding stream to fulfil Our Promise. With greater improvements and investment WV can grow its grant portfolio to reach the most vulnerable children in fragile contexts and scale up our ministry work in rural and urban areas.

For the last few decades WVI has complemented its grant making with capacity building support to ensure that field staff and partner organisations who receive resources from WVI have the right skills sets, support and capacities to sustain their work. Our key capacity building trainings currently cover:

1. Financial Management;
2. Monitoring, Evaluation and Learning;
3. Resource Mobilisation;
4. Leadership and Governance strengthening;
5. Communications; and
6. Effective Advocacy.

Our training programmes are traditionally delivered for the most part through face-to-face facilitation over a period of 3-5 days. However, in light of the COVID 19 pandemic, we have re-designed and shifted to online/virtual delivery.

PURPOSE OF THE CONSULTANCY

WVI is seeking to support staff and organisations who may want to partner with us. To deliver this capacity building, we are seeking consultants who are expert individual/s or organisations to deliver an online training tailored to respond to the WVI core thematic areas. The training for potential applicants will cover capture planning, project design techniques, and proposal writing respectively. The purpose of the training is to strengthen the capacity of staff and partner organisations to engage with donors, design good quality projects, and to write good proposals.

OBJECTIVES

The overall objective of the assignment is to equip and strengthen field staff and strategic partner representatives with the skills needed to develop, design and write good quality, effective proposals.

More specifically, the training should:

• Improve business intelligence gathering and analysis;

• Improve donor engagement;

• improve the project design and writing skills;

• improve the proposal writing skills;

• increase participant’s understanding of how to develop good funding proposals

• support teams to articulate the contextual challenges and develop their innovative responses into good funding proposals.

EXPECTED RESULTS

ü Participating individuals will increase their skills in gathering business intelligence and analysis for capture planning.

ü Participants will be able to use business intelligence and analysis for purposes of donor engagement.

ü Participating individuals understand the features of a logical, well-designed project.

ü Participants understand the steps and activities required to ensure good, logical project design.

ü Potential applicants understand the process and key components for a good funding proposal.

ü Participating organisations understand and can identify how or if their proposed intervention responds to funders priority themes and the scope of a call for applications.

ü Participating organisations are able to develop a good quality application (especially theory of change).

ü Participating organisations understand and are able to develop relevant and appropriate project budgets.

ü Participating organisations understand due diligence requirements and how to satisfy them.

SCOPE OF WORK

The consultant will be expected to engage with organisations before and after the training sessions for maximum impact. Under the supervision of the Regional Director of Resource Development, the selected individual/s or organisation will design and deliver training to cover the following:
* Carry out training needs assessments and, based on the assessments, develop comprehensive training modules in project design and proposal writing
* Lead in the delivery of a 3-4 days training on capture planning and project design and a 2-3 days training on proposal writing using the modules. Indicative major areas will be addressed during the training are listed below:

1. Capture planning.
   a. Understanding the donors and government funding agencies.
   b. Relationship between multiple plans to win.
   c. Analysing the awarding entity.
   d. Winning price and the value propositions.
   e. Analysing your competitive position
   f. Develop a winning capture strategy.
   g. Developing supporting materials and the early executive summary.
2. Project design.
   a. What is a well-designed intervention.
   b. Understanding the problem – what do communities need and how do you determine it; Target groups and stakeholders; project design tools including situational analysis; stakeholder analysis; problem analysis; and needs assessments.
   c. Justifying the response –experience, track record, Board and staff, systems and processes, etc.
   d. Planning the solution – the theory of change and intervention logic, community participation, identification of inputs, activities, outcomes, and impact of the project.
   e. Designing your project – the essential elements of a well-designed project (the context and problem, outcomes, activities, monitoring, evaluation and learning plan, indicators, risks and mitigating actions, assumptions, budget, sustainability, etc.).
   f. Measuring your impact – your approach to monitoring, evaluation and learning
3. Proposal writing.
   A brief introduction on “designing your project” – (based on the bullet point above) and resource mobilisation methods, principles, practices and the importance of diversification of resources for sustainability. More specifically, the section will focus on:
   a. Checking your eligibility – do you meet the criteria.
   b. Understanding the elements of a good funding proposal and (including strategies for writing winning proposals).
   c. Developing a budget to deliver a project plan.
   d. Meeting due diligence requirements.
   e. Collaborating and writing consortia/joint proposals.
   f. Budgeting – logical and effective, reasonable and relevant WVI processes and learning from previous proposals.

REQUIRED SKILLS AND EXPERIENCE

(Please Note that this Consultancy must include Women and Persons of Color (POC) Facilitators as part of the training team).

• A degree in Development Studies, Human Rights, Communications, Business Management, Resource Mobilisation, Finance, International relations or other related fields.

• At least 10 years’ relevant experience in Resource Mobilisation, Project Design, and effective Proposal Writing, Fundraising, Financial Management and practices preferably with African organisations.

• Previous experience facilitating good quality, impactful training in project design and proposal writing for organisations on the African continent.

• An understanding and demonstrable commitment to of women’s rights, and the donor environment around women’s rights.

• Strong track record in the successful design and delivery of multi-stakeholder project design and proposal writing training.

• Experience in design and delivering of virtual/online training.

Required skills

ü Proficiency with Microsoft Office tools

ü Confident and creative use of Zoom and online platforms and tools.

ü Excellent English and French communication skills

ü Comfortable working with a diverse team.

Duration

The assignment shall be for a period of about 23 days and this includes;

• 7 days online training (proposal design and writing at separate times).
• 6 days needs assessment and report.
• 5 days planning a design of training module.
• 4 days for after training report.
• 1 day for inception meeting and or report review and feedback.

Location

The assignment is virtual and does not require travel.

EVALUATION CRITERIA

Mandatory Requirements:

1. Provide a certified copy of business registration(company/organization)
2. Provide a certified copy of tax registration
3. Successful bidder will be required to sign World Vision Supplier Code of Conduct form

Technical Proposal Evaluation:

Applicants need to clearly articulate on the following, but not limited to: –

1. A cover letter outlining the suitability of the service provider in providing the training and summarizing relevant skills and experience
2. A detailed technical proposal clearly demonstrating a thorough understanding of this ToR and including but not limited to the following;

a) Consultant/Company profile

b) Training content and schedule

c) Detailed CVs of key personnel who will be conducting the training (including any formal qualifications)

d) Demonstrated previous experience in similar training

e) At least 3 References including names and contact information from previous clients

Financial Proposal Evaluation:

1. Provide a financial proposal with a detailed breakdown of costs quoted in USD. Applicable tax amount must be clearly stipulated and separated from the base costs.
2. Payment Terms
3. Credit Period

Financial proposal should not be part of the technical proposal; it should be a separate document.