RFP – Financial Management Consultancy for Localization

1. Context
INTERSOS is currently leading the third phase of its Localisation Strategic Initiative, aiming to empower INTERSOS worldwide capacity to support the local partners, according to a tailored model of capacity strengthening involving mentoring, sharing of tools and procedures, training and external services for systems and policy development. The global capacity strengthening approach ensures shared goals and duties between the local partners, the INTERSOS field, and HQ teams.
2. Scope & Objectives
The overall objective of this short-term consultancy is to improve INTERSOS capacity to collaborate with
small and medium local organizations across the globe. Through stronger mentoring and capacity sharing
related to financial management INTERSOS aims to achieve progressive empowerment of the local partners which do not have a reliable financial management system yet.
INTERSOS is seeking a qualified and experienced consultant to revise the current INTERSOS partners journal model and developsdevelop basic training materials related to financial management. The consultant will also be required to create a concise manual summarizing the training topics.

Scope of the work:
1. Revision of INTERSOS Simplified Journal Model
a. Review and analyze the current simplified journal model to understand if further
simplification and standardization would be possible.
b. Review INTERSOS bank and reconciliation tool and understand if simplification is needed
c. Identify areas for improvement and propose necessary revisions.
d. Ensure alignment with industry best practices and organizational requirements.

2. Training Development: Simplified Journal Tool
a. Create detailed PowerPoint slides for a training session on how to set-up and adopt the
Simplified Journal Tool for project financial management.
b. Include step-by-step instructions, examples, and interactive elements.
c. Duration of training session: Not to exceed 3 hours.

3. Training Development: Financial Reporting
a. Develop PowerPoint slides for a training session on financial reporting.
b. Cover key concepts, reporting requirements, and best practices on how to insert expenses
in the journal, step-by-step submission of financial reports, bank reconciliations, caand sh
reconciliation in line with the revised tool (point 1.b)
c. Ensure a training duration not exceeding 3 hours.

4. Training Development: Supporting Documentation and Archiving
a. Prepare PowerPoint slides for a training session on how to collect supporting
documentation in compliance with international standards, archiving and spot-checks.
b. Include practical guidelines and tips for effective documentation and archiving.
c. Keep the training duration within 3 hours.

5. Handbook creation:
a. Develop a concise manual (Word document) summarizing the content covered in the 3
training sessions.
b. Include clear instructions, examples, and references.
c. Ensure the manual does not exceed 15 pages.

Methodology & Deliverables
The Consultant is expected to be mainly autonomous outside initial exchanges with INTERSOS Localisation Focal Point and Finance referents to clarify any details related to the scope of the works and s/he will be technically operational from the get-go on chosen methodologies regarding the fulfillment of the present missions.

The Consultant will more specifically provide the following deliverables:

1. One Excel tool (simplified journal model) based on the existing example provided
2. One Wordproven document not exceeding 15 pages (Handbook)
3. 3 training packages
4. Remote presentation on the outputs of the consultancy addressed to INTERSOS Finance
   team

INTERSOS may require the consultant to adapt the proposed deliverable according to internal standards and priorities.

Duration & Dates

Duration: From 15 to 20 days of work over a 1-month period

The consultant will work from home.

Profile

Training and qualifications:

• Bachelor/Master degree in business administration, Finance, international organization management or other relevant field.

Professional experience:

• At least 3 years of documented experience in the humanitarian and/or development sector
• At least 5 years of documented finance management
• Demonstrated understanding of localization and of specific barriers faced by local actors related to financial management in different contexts
• Previous experience with similar tasks related to local partners’ financial empowerment and management
• Demonstrated ability in adult learning, training of trainers
• Experience in excel, word, PowerPoint, outlook
• Excellent organizational and prioritization skills and the ability to multi-task and support

Required qualities:

• Autonomy
• Flexibility;
• Stress management skills: ability to work under pressure to meet tight deadlines;
• Team player, capacity to give a positive dynamic while working with partners and INTERSOS.

Languages:

• Fluent in English (oral & written)
• French is a plus.

Evaluation of the candidate

The bids will be assessed and evaluated according to the following criteria. The evaluation will be done in two stages as follows.

STAGE 1 – TECHNICAL – PASS/FAIL

The first stage will be assessing the candidate, the previous experiences, and The totalthe technical proposal including the methodology, the work plan, and the timeline of implementation. The technical compliant candidates and offers will access to the second stage. The technical selection criteria will be as follows:

1. At least 3 years of documented experience in the humanitarian and/or development sector – Pass/Fail
2. At least 5 years of proven experience in Financial management, and financial consultancies – Pass/Fail
3. At least 2 Previous Similar Experience with Partnership financial management tools development – Pass/Fail
4. Is the Technical Proposal aligned with the objectives specified in the ToRs? YES/NO
5. Is the Methodology proposed aligned with the indication of the ToRs? YES/NO
6. Is the Work Plan and Timeline of implementation within our deadline? YES/NO

STAGE 2 – FINANCIAL – LOWEST FINANCIAL OFFER

Among the technically compliant candidates, the lowest financial offer will be awarded. The financial selection criteria will be the lowest price.

General Information

Unless otherwise mentioned in your offer, the following terms and conditions shall apply:

• Total price must be inclusive of all the costs.
• The offer has a one-month validity.
• Payment Terms : 100 % of payment due upon invoice issuing and satisfactory acceptance of the deliverables and outcomes as stated in section “Methodology & Deliverables”