Financial Management Consultant- Organizational Capacity Assessments (OCA)
Implementation of the Action Plans Resulting from the Organizational Capacity Assessments (OCA) in the “Financial Management and Internal Control Systems” and the “Administration and Procurement Systems” Areas
About The Kaizen Company
The Kaizen Company, a Tetra Tech Company, is an international development consulting firm and an incubator for innovative, scalable solutions that address emerging market challenges and opportunities. Our proven solutions catalyze locally driven organizational and institutional performance improvements and establish communities of practice that facilitate peer-to-peer learning and the achievement of shared goals. We aspire to transform the nature and impact of development assistance and work to strengthen organizations and institutions through innovative approaches to organizational development, reform, and change.
Jordan Monitoring, Evaluation, and Learning Activity Overview
The Jordan Monitoring, Evaluation, and Learning Activity (“the Activity”) is designed to ensure United States Agency for International Development (USAID) activities in Jordan achieve their intended results through Monitoring, Evaluation, Learning (MEL), strategic assessments, and USAID’s Collaborating, Learning, and Adapting approach (CLA). The Activity helps USAID create a dynamic learning environment among development actors focused on innovation, quality MEL practices, and knowledge sharing. Through the Activity Accelerator, a rapid procurement mechanism, a cohort of Jordanian firms work with the Activity team to successfully deliver projects while simultaneously strengthening their management and compliance systems. This approach provides USAID with high-quality MEL services across its portfolio, builds the capacity of local MEL organizations (LMOs), and ensures USAID programs meaningfully empower and enhance local participation. The Activity team ensures program sustainability by building the technical and institutional capacity of one or more local organizations to be capable of managing the MEL contract that follows the Activity.
- Specific Challenges to be Addressed by this Consultancy.
The USAID Monitoring, Evaluation, and Learning Activity (the Activity) was awarded in February 2020 with its first purpose to support USAID in monitoring and evaluating its Activities in Jordan to achieve their intended results. The second purpose is to create a robust Monitoring, Evaluation, and Learning (MEL) ecosystem in Jordan by building the capacity of local organizations to provide MEL services for USAID and other donors.
To help achieve that, the Activity developed an Accelerator Program that aims at promoting inclusive economic development in Jordan. The Accelerator Program will allow USAID to procure MEL services from the Accelerator’s cohort of Local MEL Organizations (LMOs) while they simultaneously strengthen their technical and organizational capacities to ultimately graduate to bid on USAID opportunities on their own.
This started with self-administered Organizational Capacity Assessment (OCA) that LMOs undertook with the purpose of identifying their strengths and gaps, and coming up with Action Plans that will help them bridge those gaps.
The OCA covered the following aspects of an LMO:
- Governance and Legal Structure
- Vision and Mission
- Legal Requirements and Status
- Organizational Structure
- Board Composition and Responsibility
- Financial Management and Internal Control Systems
- Accounting System
- Internal Controls (Checks and Balances and Segregation of Duties)
- Bank Account Management
- Financial Documentation (Financial Records and Filing)
- Financial Statements and Reporting
- Audit Experience
- Administration and Procurement Systems
- Operating Policies, Procedures, and Systems
- Travel Policies and Procedures
- Branding and Marking
- Human Resource Systems
- Personnel Policies
- Staff Time Management and Payrolls
- Staff and Consultant History
- Staff Salaries and Benefits
- Program Management
- Donor Compliance Requirements
- Sub-Award (Sub-Grant and Sub-Contract) Management
- Technical Reporting
- Culture and Gender Issues
- Project Performance Management
- Monitoring and Quality Assurance
- Project and Program Evaluation
- Field Support, Operations, and Oversight
Four LMOs qualified to join the Accelerator Program last year of which three opted to undertake the OCA. These three organizations will receive technical and organizational support from the Activity based on the results of their OCAs, which will be incorporated into an Action Plan for each LMO. The support will be tailored to each organization individually.
- Objective of this Consultancy
The objective of this assignment is to have the consultant use his/her subject matter expertise to implement part(s) of the Action Plans developed for the three LMOs. This might include conducting training and one-on-one coaching sessions in specific areas, developing missing policies and procedures, etc. Trainings and webinars will be employed when there are general skill gaps that can be addressed through these approaches. Otherwise, customized capacity building interventions will be designed and implemented to meet the needs of each LMO.
- Specific Tasks of the Consultant
Under this Scope of Work, the consultant shall perform, but not be limited to, the following tasks:
- Task 1: Review the OCA Validation Report, which was prepared for each LMO after undertaking the OCA, and the Action Plan developed based on that report.
- Task 2: Design and implement trainings and webinars that tackle general skill gaps identified by more than one LMO.
- Task 3: Design and implement customized capacity building interventions that meet the needs of a specific LMO.
- Task 4: Provide training and coaching sessions, as needed. Specifically, under this task the consultant may be required to:
- Agree with the Activity and LMO on the specific objectives of the training course as well as training material outline.
- Prepare the training material (PowerPoint presentation and course handouts) to be delivered during the training course and share it with the Activity for review.
- Deliver the training course.
- Report on knowledge gained from the training.
- Task 5: Provide policies and procedures documentation, as needed. Specifically, under this task the consultant may be required to:
- Agree with the Activity and LMO on the specific objectives of the policies and procedures that need to be developed.
- In cooperation with the LMO, develop the policies and procedures along with their related forms/templates.
- Deliver a training/coaching session to related staff on the implementation of the developed policies and procedures.
Note: Tasks related to capacity building interventions other than those included in Tasks 4 and 5 above will be identified on a case-by-case basis.
Task 4: Training and Coaching Sessions
Task 5: Policies and Procedures Documentation
Note: Deliverables related to capacity building interventions other than those included in the table above will be identified on a case-by-case basis.
Please note that:
- All deliverables should be submitted in English.
- All deliverables should be reviewed and approved by the Activity before being shared with LMOs.
- Relationship with the Activity
The consultant shall report to the Senior Organizational Development Specialist at the Activity who shall also act as the Liaison Officer between the consultant, LMOs, and the Accelerator team at the Activity.
- Timeframe for the Consultancy
The timeframe for this consultancy is from October 2023 to December 2024 and will be agreed upon in greater detail after the tasks are identified and incorporated into the Scope of Work.
- LOE for the Consultancy
The LOE for the consultancy should be agreed upon with the consultant on a case-by-case basis. However, it is estimated that each LMO will need around 5-10 days of LOE.
- Consultant Qualifications
The consultant shall have expertise in the following two areas, which will qualify him/her to work with LMOs to enhance their organizational capacities:
- Financial Management and Internal Control Systems
- Administration and Procurement Systems
To be considered for this consultancy, the consultant shall have the following minimum qualifications:
- Bachelor’s degree in a Finance, Accounting, or any other related field.
- Minimum 10 years of experience in the above two areas.
- Previous USAID experience is a must.
- Proven training skills in the areas of expertise
- Excellent communication skills in English and Arabic.
- Excellent skills in English writing.
- Consultants CVs
The CV submitted by the consultant should not exceed 3 pages in total and should focus on highlighting his/her expertise in the above two area(s).
Kaizen a Tetra Tech company is a progressive Equal Opportunity Employer. We promote, celebrate, and support a diverse and inclusive organizational culture and workforce. We are committed to providing all of our employees with an environment free from discrimination and harassment, where all are treated with dignity and respect. Our continuing commitment to the principle of Equal Opportunity Employment for all means all employment decisions are based only on the job requirements, the candidate’s qualifications, and the needs of Kaizen as a business—not on race, color, ethnicity, national origin, religion, belief, sex (including pregnancy and related medical conditions), gender identity or expression, sexual orientation, age, disability status, veteran status, genetic information, family/marital/parental status, or any other status protected by the laws and regulations in the jurisdictions where we work.
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At Kaizen, A Tetra Tech Company, we find strength in our diversity. We are committed to creating and sustaining an inclusive working environment in which everyone has an equal opportunity to fulfill their potential. We know that we can only do development differently if we are open to and inclusive of new and unique perspectives. We encourage candidates of all abilities, ages, gender identities and expressions, national origins, races and ethnicities, religious beliefs, and sexual orientations to apply. Further, we urge parents and non-parents, married and unmarried, those from different or non-traditional educational backgrounds, and persons of all other diverse identities or experiences to apply. Kaizen is an equal opportunity employer.