Terms of Reference (ToR) To Conduct Financial Management Training to Partner Organization

Oxfam in Nepal

Oxfam has been working in Nepal since the early 1980s undertaking various development initiatives addressing the poverty and injustice faced by women and other socially and economically excluded groups. The level of Oxfam's engagement increased substantially after restoration of democracy in 1990 as it became easier for civil society to work in the new political environment. Over the years, Oxfam has worked in partnership with local civil society organisations and the government to promote rural livelihoods, and vulnerable communities' resilience to climatic shocks and disasters. It has also significantly contributed to empowering community people, especially women, to; negotiate with people in power, influence decision making processes, claim rights and essential services to which they are entitled, demand accountability on the part of duty bearers and engage larger masses in advocacy efforts. Oxfam also worked closely with UNHCR in providing assistance to Bhutanese refugees during the 1990s. Oxfam and its long term programme partners believe that the underlying structural causes and drivers of poverty must be addressed if improvements in peoples's lives are to be broad and lasting. Poverty is not one-dimensional; nor is it purely local in its causes and solutions. Therefore, Oxfam's work addresses not only material and technical change, but also the related economic, social, institutional and policy changes which are necessary to end poverty and achieve development and wellbeing. The Oxfam Nepal Vision is: The people of Nepal are empowered and work together to attain a life of dignity with justice and equal rights for all. The Overall Nepal Programme Goal is: to improve the well being of vulnerable people through strengthening their participation in development and governance processes and reducing poverty and suffering.

Detailed Job description / requirements:

Terms of Reference (ToR)

To

Conduct Financial Management Training to Partner Organization

Background

Oxfam is an international confederation of 19 organizations network together in more than 65 countries, as part of a global movement for change, to build a future free from the injustice of poverty. Oxfam has been working in Nepal for 40 years to support the Government of Nepal with the vision to create a just society without poverty; a society in which all women and men live a life of dignity, enjoy their rights and assume their responsibilities as active citizens of Nepal. Through its different program, it aims to provide people with livelihood opportunities, ensuring that development-related activities are demand driven and sustainable and that the most vulnerable are empowered to claim their rights. 

As defined by the new Country Strategy (2020-2025), Oxfam will work in three inter-connected thematic sectors; 1) Gender and Social Justice, 2) Resilience and Climate Change (RCJ) and 3) Water Governance. By working in these sectors, Oxfam aims to provide people with opportunities to reduce poverty, vulnerability and inequality, ensuring that development-related activities are gender sensitive, socially inclusive, demand driven and sustainable, and that the most vulnerable are empowered to claim their rights. Oxfam works in close coordination with national and local governments and civil society Organizations to support marginalized, socially excluded and economically poor communities.

Under the RCJ theme, Oxfam in Nepal, in partnership with NEEDS-Kanchanpur, has been implementing the project- “Strengthening Community Preparedness, Rapid Response and Recovery in Nepal (SCOPR3)”. The project has been started since October 2020 and will be completed in December 2023. The project is being implemented in 40 different communities of four municipalities of Kanchanpur districts. The purpose of this project is to ensure that communities affected by recurrent disasters in highly vulnerable areas of Nepal have enhanced capacities for disaster preparedness, response, and recovery, and are better equipped to co-lead on relief and recovery efforts in collaboration with local authorities, with the overall aim of reducing vulnerability and suffering among disaster-prone communities.

Objectives and scope of the training 

The overall objective of this training is to enhance partner organization’s capacity on financial management. An estimated 18 to 20 participants from partner organizations will attend this training. The specific objectives of the consultancy are as follows: 

  • To deliver one financial management training to the partner organization 
  • To design a capacity development plan on financial management for partners

The training should be delivered in Kanchanpur district, Sudur Paschim province for partner NGOs of the Oxfam.

Proposed Methodology

The consultant will develop a detail training content in consultation with Oxfam and its partners considering needs of partner organizations.  A standard training content for non-government, non-profit organization is expected from the consultant. The content should also include internal control system, procurement management, tax and other applicable compliances and HR management and payroll among others. The training delivery method should be participatory, reflective, and empowering and based on actual case scenario and question-answers. Oxfam expects a team of two trainers for effective and efficient training delivery.

Tasks, Deliverables and Suggested Timeline

The following tasks and deliverables are expected from the consultants.

Tasks/Deliverables

Suggested time frame

a. Development of training content in consultation with Oxfam and partners (training preparation)

1.5 days

b. Detailed inception report including training content and follow-up plans

0.5 day

c. Delivery of the training in Kanchanpur (participants: 18 to 20)

3 days

d. Development of capacity development plan for partner staff on financial management

1 day

e. Finalization of report and Oral presentation/meeting

0.5 day

Estimated total

7 days

The consultant is expected to produce and share training manual to the participants. 

Management Responsibilities

The primary reporting officer for this assignment will be Technical Coordinator until Organizational Development Advisor will be on board. Other stakeholders are Oxfam’s thematic lead, partner finance officer, technical coordinator and partner’s finance focal person and project coordinator.

Duration: Start date and completion date

The task will require 7 person-days (without travel) by February 2022. The non-negotiable deadline is till 15 February 2022.

Budget and terms of payment

Payment is done after the completion of task and upon the satisfaction of reporting officer. 

SN

Cost items

Days

Rate in NPR

Amount

1

Preparation for the training

2



2

Trainers’ remuneration for 3 days capacity building training

3



3

Development of capacity building plan for partners on financial management

1



4

Finalization of report and oral presentation

1



5

Travel (lump sum)

2



6

Food and accommodation during training days

3



7

Manual development

1




Sub- total





VAT 13%





Grand Total




Note: The logistics and transportation cost of participants of the training will be provided by the Oxfam.

Profile of firm/consultant

The trainers to be involved in this assignment should have at least Master’s degree in finance and/or accounting and five years of experience in delivering financial management training to NGOs. The firm should have ability to provide competent human resources for this task. 

Documents for submission

Interested consulting firm or individuals can apply by submitting the following: 

  • A technical proposal including
    • Description of how your skills and experience match the TOR requirements,
    • Proposed methodology and work plan
  • A financial proposal: should include a detailed budget sheet with breakdowns
  • CV of lead consultant 
  • Profile/experience of the consultancy firm 
  • VAT registration certificate
  • Tax clearance certificate 2077/78
  • Contact detail (Name, designation, organization, email ID and phone no.) of 2 referees

Response

The Consulting VAT Registered Firm should submit the technical and financial proposal to Oxfam by 18 January 2022 before 5 pm via mail to consultancy_nepal@oxfam.org.uk, clearly mentioning the title of assignment in the email subject line “Conduct Financial Management Training” and not exceeding 15 MB.

Proposal Review/Scoring criteria

The proposals will be scored on the following criteria:

S.N.

Key Criteria

1

Relevant work experiences of the firm in conducting financial management training to the NGOs (10 marks)

2

Firm with capacity to deploy adequate staff for timely completion of assignment (10 points)

3

Experience and expertise of proposed trainers (50 points) as revealed by submitted CVs

4

Cost-effectiveness and realistic budget plan (30 points) as revealed by financial proposal

Ethical Considerations

The Consultant will be required to take all the necessary actions to handle the collected data responsibly (see Oxfam Responsible Data Policy) to ensure data privacy, anonymity, and confidentiality.

Our Commitment to Safeguarding 

Oxfam is committed to safeguarding and promoting the welfare of children, young people and adults and expects all staff, consultants, volunteers to share this commitment. We will do everything possible to ensure that only those who are suitable to work within our values are selected to work for us.  

Confidentiality/ Non-Disclosure 

All material issued in connection with this ToR shall remain the property of Oxfam and shall be used only for the purpose of this procurement exercise. All information provided shall be either returned to Oxfam or securely destroyed by unsuccessful applicants at the conclusion of the procurement exercise. 

During the performance of the assignment or at any time after expiry or termination of the Agreement, the Consultant shall not disclose to any person or otherwise make use of any confidential information which s/he has obtained or may in the course of this agreement relating to partner organization/Oxfam, the respondents or otherwise. 

The consultant will be required to sign a non-disclosure/confidentiality agreement as part of their undertaking of this work.  

Intellectual Property, Copyright and Ownership 

Oxfam shall retain all reference materials provided as background used by the Consultant in the delivery of this assignment.  All arising intellectual property, ideas, materials, processes, or processes formed in contemplation, course of, or as result of this work shall be passed to Oxfam without restriction. Copyright of all arising documents, data, information, or reports produced by the Consultant under this agreement shall belong to Oxfam and will be passed to Oxfam without restriction. Such documents, data, information, and reports shall not be used by the Consultant for any other purpose other than in conjunction with this assignment, without the express written permission of Oxfam

Job Overview

Category Expression of Interest
Position Type Contract
Experience Please check details below.
Education Please check details below.
Posted Date 12 Jan, 2022
Apply Before 18 Jan, 2022
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