Fundraising and proposal development training for CSOs

Terms of References

Fundraising and proposal development training for CSOs

Background

Oxfam has been working in Lebanon since 1993 providing humanitarian assistance to vulnerable people affected by conflict, and promoting economic development, good governance at a local and national level, and women’s rights through Oxfam’s work with partners. Oxfam also works with local partners to contribute to the protection and empowerment of marginalized women and men.

Oxfam in Lebanon is currently implementing the “Masarouna” project, whose aim is to mobilize the power of young people so they can claim their sexual and reproductive health and rights. This is a youth- centred project that forges new pathways through lobbying, advocating, and strengthening civil society.

Purpose and objectives

As part of Masarouna, Oxfam in Lebanon is planning to provide capacity strengthening for civil society organisations (CSOs) and informal groups aiming at equipping participants with skills to mobilize diverse resources, from fundraising to partnership building, including enhancing their ability to develop a fundraising plan/strategy, write proposals, manage the proposal development process, and effectively engage with donors.

Scope of work

Oxfam is looking to hire a consultant/consultancy firm to deliver fundraising training to a total of 40 CSOs and grassroot organizations in Beirut and Bekaa regions.

The main responsibilities of the consultant/consultancy firm are:

1. Conduct a needs assessment to tailor the training material to the needs of participants.
2. Develop comprehensive training modules that are relevant to the context and to the most recent trends in fundraising in the NGO sector.
3. Create training materials to be shared with participants, including presentations and handouts in both English and Arabic.
4. Facilitate interactive training sessions to ensure that participants gain the needed knowledge and skills to develop and implement a fundraising strategy, write proposals, and engage with donors.
5. Conduct pre and post assessments
6. Provide a final training report, to Oxfam, summarizing the training outcomes, challenges, and recommendations.

The topics of the curriculum to be developed should include (but are not limited to) the following:

1. Introduction to the organizational life cycle
2. Introduction to fundraising (what is fundraising, sources of funding, basic rules of fundraising, etc.)
3. Analysis and strategic planning tools (including Ansoff matrix, SWOT analysis, PESTEL, Stakeholder analysis, competitor analysis, Boston Matrix)
4. Mapping sources of funding (conventional, non-conventional, private sector, etc.)
5. Innovative tools for fundraising (crowdfund, social media, etc.)
6.  Developing a Fundraising Strategy
7. Proposal development and writing
8. Donor relationship management, collaboration principles and ethical considerations
9. Monitoring and evaluation of fundraising strategy
10. Practice on proposal writing and fundraising strategy development.

The training will be provided twice each for 3 full days each (9:00 to 16:00): one workshop in Beirut and one workshop in Bekaa. The training is planned to be delivered in-person with possibility for hybrid modality depending on participants’ needs.

The trainer needs to provide the material in both English and Arabic.

Oxfam in Lebanon will provide interpretation to participants when needed.

Notes: the participants have different capacities and knowledge related to the topic. The trainer should be able to facilitate hybrid and in-person workshops for 30 attendees from different backgrounds and speaking different languages (migrants, youth, CSOs staff, refugees, etc.).

Timeline

The total number of working days allocated for this consultancy is set at 15 days starting on March 20, 2025, and running until April 30, 2025.

Activity

deadline

1. Conduct brief needs assessment

28 March

1. Submit a comprehensive capacity building program (training material, handouts, pre and post-test, evaluation form, etc) for review

04 April

1. Oxfam review and sign-off on curriculum

08 April

1. Conduct 2 trainings (each of 3 days)

26 April

1. Submit a final report

30 April

Expected Outputs

The main expected outputs are:

• Detailed training curriculum, agenda and schedule
• Training delivery
• Pre and post assessment and evaluation survey
• Final report

Qualifications of the consultants/consultancy firm

• A masters’ Degree (or equivalent degree/experience) in NGO management or relevant field
• Extensive experience in Fundraising in the NGO sector
• A solid understanding of donor requirements and challenges faced by NGOs in Lebanon in terms of funds.
• Familiarity with CSOs work in Lebanon.
• Demonstrated cultural sensitivity and ability to work with people from different backgrounds (refugees, migrants, youth, etc.)
• Excellent knowledge of the Lebanese context.
• Proven experience in developing manuals and training materials.
• Demonstrated ability to deliver high-quality written reports.
• Experience in using participatory workshop facilitation methodologies.
• Excellent communications skills (written and oral) in English and Arabic.

Management of the assignment

The tasks and deliverables of the consultant/consulting firm will be coordinated with Masarouna’s project team at Oxfam in Lebanon. Oxfam team will review and provide feedback to training materials and reports, book venues for trainings sessions, hire interpreters if needed, and coordinate with the participants.

Expression of Interest (EOI)

Interested consultant(s)/consulting firms should submit their:

• CVs of consultants and/or role of each consultant recruited under the scope of this assignment for firms;
• A cover letter detailing the interest in the assignment and relevant experience;
• A proposal including a detailed methodology and workplan, pedagogical methods of training delivery, suggested training tools, primary outline for the curriculum;
• Financial proposal detailing the consultancy fees as well as all the costs associated with this assignment;
• A sample of relevant previous training material;
• Minimum of three references of similar activities implemented, preferably INGO or local NGO experiences;
• Registration and official government documents, if applicable. Noting that 8.5% will be deducted from the total amount if not registered.

Oxfam International in Lebanon reserves the right to reject any and all bids, including the Bidding processes, or not to award the contract at any time, without thereby incurring and liability to the affected Bidders.

Please submit the full application documents (as mentioned above) to lebanonprocurement@oxfam.org.uk by March 10, 2025 midnight mentioning “fundraising training for CSOs” in the subject line.