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Organizational Capacity Assessment Action Plans Implementation Consultant

Specific Challenges to be Addressed by this Consultancy

The USAID Monitoring, Evaluation, and Learning 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 USAID Monitoring, Evaluation, and Learning 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:

  1. Governance and Legal Structure
    1. Vision and Mission
    2. Legal Requirements and Status
    3. Organizational Structure
    4. Board Composition and Responsibility
  2. Financial Management and Internal Control Systems
    1. Budgeting
    2. Accounting System
    3. Internal Controls (Checks and Balances and Segregation of Duties)
    4. Bank Account Management
    5. Financial Documentation (Financial Records and Filing)
    6. Financial Statements and Reporting
    7. Audit Experience
  3. Administration and Procurement Systems
    1. Operating Policies, Procedures, and Systems
    2. Travel Policies and Procedures
    3. Procurement
    4. Branding and Marking
  4. Human Resource Systems
    1. Personnel Policies
    2. Staff Time Management and Payrolls
    3. Staff and Consultant History
    4. Staff Salaries and Benefits
  5. Program Management
    1. Donor Compliance Requirements
    2. Sub-Award (Sub-Grant and Sub-Contract) Management
    3. Technical Reporting
    4. Culture and Gender Issues
  6. Project Performance Management
    1. Monitoring and Quality Assurance
    2. Project and Program Evaluation
    3. Field Support, Operations, and Oversight

Twelve LMOs qualified to join the Accelerator Program of which nine opted to undertake the OCA evaluation. These nine organizations will receive technical and organizational support from the USAID Monitoring, Evaluation, and Learning Activity based upon the results of their evaluation, which will be incorporated into an Action Plan.  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 nine 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:

  1. 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.
  2. Task 2: Design and implement trainings and webinars that tackle general skill gaps identified by more than one LMO.
  3. Task 3: Design and implement customized capacity building interventions that meet the needs of a specific LMO.
  4. 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.
  1. 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

  • Revised training plan for each LMO
  • Training course objectives
  • Training material outline
  • Training material (PowerPoint presentation and course handouts)
  • Training delivery
  • Training report


Task 5: Policies and Procedures Documentation

  • Policies and procedures developed along with their related forms/templates
  • Training/coaching session to related staff on the implementation of the developed policies and procedures

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 2021 to September 2022 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 days of LOE, with a maximum of 5 LMOs per consultant, i.e. a maximum of 25 LOE in total.

Consultant Qualifications

The consultant shall indicate which of the following main areas s/he has the expertise in, which will qualify him/her to work with LMOs to enhance their organizational capacities:

  1. Governance and Legal Structure
  2. Financial Management and Internal Control Systems
  3. Administration and Procurement Systems
  4. Human Resource Systems
  5. Program Management
  6. Project Performance Management

Note: The consultant can choose more than one area if s/he possesses the required expertise in multiple capacities.

To be considered for this consultancy, the consultant shall have the following minimum qualifications:

  • Bachelor’s degree in a field that is related to one or more of the above six areas.
  • Minimum 10 years of experience in one or more of the above six 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 area(s) s/he is applying for.

Please apply by September 9, 2021.

For candidates applying for positions based in Kaizen's office in Washington, DC, we utilize to mitigate bias in the recruitment process. Upon submitting an application, candidates will receive an email from, prompting them to go through the anonymous screening. In order to be considered for a role, candidates must respond to and proceed with the application. We do not currently use for project positions outside of the United States.

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.

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