TOR FOR WORLD VISION EAST AFRICA LOCALIZATION STRATEGY DEVELOPMENT

Background

Increasingly, strategic donors are operationalizing their intent to meet obligations under the Grand Bargain to empower Local National Actors (LNA)s to manage humanitarian and development work and shape the aid agenda. World Vision East Africa Branch Office (BO) has a wealth of experience working alongside a diversity of LNAs, including LNGOs, church groups, academic institutions and the private sector. With finance from the Bureau of Humanitarian Assistance in 2020-2023, World Vision Sudan, Somalia and South Sudan mobilized a decade’s worth of institutional knowledge on working alongside Local Non-Governmental Organizations (LNGO)s through the Community-led Capacity Strengthening for Fragile Contexts (C4FC) project to strengthen the capacity of 31 partners to deliver development and humanitarian assistance. World Vision East Africa aims to mobilize the experience and knowledge of 9 BOs to map the organization’s localization experience and to develop a regional strategy and localization road maps.

Scope of Work

World Vision aims to undertake a landscape mapping process to identify policies, projects and experiences with partnering with LNAs, including: (a) local NGOs; (b) faith-based organizations; (c) civil society organizations; (d) academic institutions and (e) government entities to identify lessons learnt and best practices, specifically building on the experience of the C4FC project to:

1. Develop World Vision East Africa’s definition for localization which takes into account the variety of BO institutional arrangements with host governments and diversity of local partnering experiences and opportunities;
2. Develop a World Vision East Africa Localization Strategy;
3. Develop a World Vision East Africa Capacity Statement;
4. Develop contextualized Localization Roadmaps for the 9 BOs in the region.

Activity 1.1: 9 Branch Office’s experiences with partnering with LNAs over the last 5-years mapped and summarized in localization historic profiles;

The consultant will engage BO localization focal points to develop a Localization Historic Profile consolidating findings from the following:

Key documents review, including:

1. final reports of projects with local partners
2. Standard Operating Procedures to manage partners
3. LNA training strategies and curriculum
4. other relevant documents
5. host government policy on NGO status and localization
6. donor guidance on country specific localization guidelines and requirements.

Key Informant Interviews with

1. (a) senior leadership team members;
2. b) programming, operations, and finance staff
3. (c) previous and existing partner LNAs

Mapping of operational modalities which employ LNAs

1. Sectors and projects where LNAs implement on WV’s behalf
2. Profiling of donors who have financed our work through LNAs
3. Mapping of donors who prioritize working with LNAs
4. Scope of Work entrusted to partners
5. Resource transfer to LNA modalities
6. Enterprise Risk Management data on risks associated with working with LNAs
7. Mapping of typologies of partnership for localization engaged at by Branch Offices, including definition of partnership
   1. Definition for partnering for LNGO to deliver aid and development work
   2. Definition for partnering for LNGO technical specialist partners
   3. Definition for partnering with faith-based organization
   4. Definition for partnering with social enterprises
   5. Definition for partnering with civil society actors/groups
   6. Definition for partnering with government entities
   7. Definition for partnering with private sector
   8. Definition for partnering with local academia

Shape of Branch Office Partnership Approach

1. Partner identification and assessment methods
2. Institutional capacity strengthening methods
3. Resource allocation threshold methods including cost-recovery and building in overhead costs for implementing partners.
4. MEAL mechanisms, including short, mid and long-terms capacity-building benchmarks

Analyze BO institutional arrangement with host government.

1. Review existing WV Branch Office registration with host-country to understand status
2. Offer recommendations to position the organization to partner and/or take advantage of unique status to position for donors (linked to donor priority mapping)

Deliverable: (9) Branch Office Localization Historic Profiles developed

Deliverable: (1) World Vision East Africa Localization Historic Profile developed

Deliverable: (5) Field visits to Branch Office to facilitate discussion and gather information

Activity 1.2: World Vision East Africa Localization Strategy and Capacity Statement Developed

Collate and analyze 9 Branch Office experiences, map against World Vision East Africa strategy 2019-2024, develop World Vision East Africa Localization Strategy and create marketing/socialization tools

Facilitate (4) Localization Working Group with senior BO and EARO staff to

1. Develop agendas and presentations and facilitate session to drive agenda:
   1. Validate key findings emanating from Localization Historic Profiling Process
   2. Validate definition for types of partnering with LNAs
   3. Develop East Africa Localization definition
   4. Develop East Africa Localization Value Statement (1 pager)
   5. Develop and validate MEAL framework for localization linked to
   6. Develop East Africa Localization Strategy

Develop /marketing socialization tools for East Africa Localization Strategy

1. Working with EARO Communications:
   1. format East Africa Localization Strategy
   2. develop a presentation for World Vision East Africa Localization Strategy
   3. develop one-pager for East Africa Localization Strategy
   4. develop info-graphic for East Africa Localization Strategy
2. Co-present EARO Localization Strategy with Regional Leader to Global Working Group:
   1. Prepare power-point presentation of key findings and recommendations
   2. Answer technical questions during dialogue as required

Deliverable: (1) East African Localizations Strategy

Deliverable (1) Definition of Localization and Value Statement

Deliverable (1) Key definitions of types of localization

Deliverable (1) Localization PowerPoint Presentation

Deliverable (1) Localization Infor-graphic

Deliverable (4) Working Group Sessions Facilitated (On-line)

Deliverable (1) Technical Backstop at Working Group Session (On-line)

Activity 1.3: Develop (9) Branch Office Localization Roadmaps

1. Develop 10-pager Localization Roadmaps for 9 BO
2. Present Localization Roadmaps to 9 BO senior leadership teams

Deliverable: (9) Branch Office 10-page Localization Roadmaps

EVALUATION CRITERIA

1.Mandatory document evaluation

The listed documents are the minimum mandatory requirements to do business with World Vision.

• Provide a certified copy of business registration(company/organization)
• Provide a certified copy of tax registration.
• Successful bidder will be required to sign World Vision Supplier Code of Conduct form as well as World Vision International guidelines of Ethical Principles (To be provided by World Vision upon successful award)

2. Technical Evaluation

To effectively respond to the technical evaluation criteria provided, you should prepare a comprehensive set of documents and information that demonstrate your company’s relevant experience and capabilities. Here’s a breakdown of how you can address each criterion with supporting documents:

1. Familiarity with World Vision (WV) and its Programs in East Africa:
   1. Provide a list of previous projects or collaborations with World Vision in East Africa.
   2. Include case studies, reports, or testimonials showcasing your understanding of WV’s programs and objectives in the region.
2. Familiarity with Localization and Capacity-Strengthening Initiatives:
   1. Highlight projects where you have supported localization and capacity-strengthening efforts, especially under initiatives funded by major donors like USAID.
   2. Share specific examples of how your company has contributed to building local capacity within development programs.
3. Experience in Fragile Contexts:
   1. Present evidence of successful engagements in fragile or conflict-affected contexts.
   2. Include case studies demonstrating your adaptability and effectiveness in challenging operational environments.
4. Experience with Ecosystem Mapping and Research:
   1. Provide examples of ecosystem mapping exercises conducted by your company.
   2. Share methodologies, outputs, and outcomes of previous ecosystem mapping projects.
5. Development of Knowledge Products:
   1. Showcase samples of knowledge products developed by your company, such as strategies, capacity statements, lessons learned papers, MEAL frameworks, and infographics.
   2. Highlight the relevance and impact of these products on program outcomes.
6. Implementation of New and Innovative Approaches:
   1. Describe innovative approaches or best practices contextualized by your company in past projects.
   2. Include details of how these approaches were developed and implemented to address specific challenges.
7. Delivery of Interactive and Engaging Trainings/Workshops:
   1. Provide descriptions and feedback on interactive training or workshops conducted by your company.
8. Experience with Diverse Stakeholders (NGOs, UN Agencies, Government, Donors, Academia, Private Sector)
   1. List partnerships and collaborations with diverse stakeholders across different sectors.
   2. Include testimonials or references from key stakeholders to validate your experience and credibility.

3. Financial Evaluation

• A financial proposal with a detailed breakdown of costs (which shall include professional fees and operational budget) quoted in USD.
• Applicable tax amount must be clearly stipulated and separated from the base costs.

1. Kenya – 5%
2. East Africa Region – 15%
3. International – 20%

• Payment Terms
• Credit Period