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  • Terms of Reference for Local Fundraising Feasibility Study - Consultant at Plan International

  • Posted on: 7 December, 2017 Deadline: 20 December, 2017
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  • Plan International is an independent child-centered international development organization committed to advancing the rights of children and fight against poverty. Plan has no religious, political and government affiliation. For over 78 years, we have supported girls and boys and their communities around the world to gain the skills, knowledge and confidence they need to claim their rights, free themselves from poverty and live positive fulfilling lives. Plan currently works in 70 countries including Nigeria.
    Plan International officially started operations in Nigeria in 2014 and works to strengthen and promote the rights of children. Our program is currently focused on basic education; improve community health services, youth and citizens’ participation in governance and creating economic opportunities and livelihoods for the poor, building resilient communities through our emergency and humanitarian response. Plan Nigeria works with communities, civil society organizations, development partners, government at all levels and the private sector.

    Terms of Reference for Local Fundraising Feasibility Study - Consultant


    Plan International is a global organization that is active in over 70 countries to advance children's rights and equality for girls and has reaches sponsored children, their families and their communities in more than 50 countries across Africa, Asia and Latin America. In 2017, our work has reached 17.1 million girls and 15.5 million. Plan International strategic objective is to work with vulnerable children and especially girls so that they can learn, lead, decide and thrive. We want to fulfil the promise of the 2030 Global Goals and strive for a just world that advances children's rights and equality for girls. Within the strategy we have an ambition to transform the lives of 100 million girls. Child sponsorship and grassroots community work are central to our strategy and achieving this ambition. Plan International is committed to making a lasting impact on the lives of the most vulnerable and excluded children while promoting greater equality for girls. We aim not only to improve the daily lives of girls but also to advance their position and value in society, whilst actively working with boys and young men to champion gender equality. We believe in advancing children’s rights in
    all contexts, including during conflict and emergencies, where girls are faced with additional dangers.
    Our programs deliver lasting change against discriminatory norms, policies
    and laws. We listen to the voices of children in the community, especially girls whose views and needs are frequently overlooked, to ensure that our work is relevant and effective.
    We work to strengthen the capacities of governments and encourage them to meet their obligations towards child protection and fulfilling children’s rights.
    We form effective partnerships to address the systemic and structural causes of child rights violations and inequality, and support other humanitarian groups to extend our reach beyond the communities we work in.
    We embolden young people to become active drivers of change by educating them on their rights and supporting their activism.
    Our work is:

    • Gender transformative
    • Rights-based
    • Active in all contexts,
    • Active at all levels – from local to global
    • Achieved in partnership with other groups
    • Accountable to children and communities where we work, and to our partners, and informed by children’s voices, especially girls

    Our thematic areas include:

    • Child Participation
    • Child Protection
    • Health
    • Education
    • Sexual and Reproductive Health
    • Economic Security
    • Emergencies
    • Water and Sanitation

    Our goal is to ensure that the maximum possible proportion of our funds reach the children and communities whose futures we are working to transform.
    Plan International 21 National Organisations – from Canada to Japan, and India to Colombia – raise funds. We have two main income sources: child sponsorship and grants (donations from institutions and corporate donors). The remaining funds come from other sources such as disaster appeals.
    In 2015-16, Plan International’s global income was €810 million, €363 of the income came from Child Sponsorship, Plan International reaches sponsored children, their families and their communities in more than 50 countries across Africa, Asia and Latin America, €274 in Grants and €172M from other source of income. These funds are allocated to the countries where we run programs. Some of these countries also raise funds for work in their own country.
    In recent times and in spite of the 2017 economic recession, Nigeria could be considered a viable ground for Individual/Corporate Giving as Nigeria World
    ranking has been on a steady increase. For example, the Prosperity index of Nigeria increased from 122 rank in 2007 to 135 rank in 2016, growing at an average annual rate of 1.16%. Hence, Plan International Nigeria will like to carry out a market research and a visibility study toward the launch of a Local Fundraising Initiative within the country. Plan International Nigeria is therefore looking for a consultant or a team of consultants to research into the viability of setting up three main sources of
    income for the organization, and these three fund mechanisms will be:

    • Individual Giving
    • Corporate Fundraising
    • Institutional Grants
    • These will be done in relative with the Fundraising strategy and policy operative within the organization.

    Objectives of the Study:

    • The study aims to assess applicable fundraising products for the Nigeria market and develop a business case as recommendation for investment.
    • Specifically, the study aims:
    • To determine the viability of individual giving in Nigeria and recommend
    • fundraising strategies to be employed;
    • To find out companies with Corporate Social Responsibility policies and are contributing to human and community development, and recommend companies for partnership; and
    • To develop a comprehensive Business Case on Individual Giving/Corporate Social Responsibility with financial implications;


    • To achieve the above specific objectives, the following activities and tasks are expected to be carried out:
    • Carry out an extensive market research on the viability of Individual Giving in Nigeria and submit a report with recommendations the viability of the product, the target group, age, amount, message and approach to deploy.
    • Research into companies with Corporate Social Responsibility policies and are contributing to human and community development. The report of this research should contain specific information from the key informant interview/desk review with a list of companies that can be approached for possible partnership.
    • Develop a comprehensive Business Case on Individual Giving/Corporate Social Responsibility with financial implication.
    • In carrying out the above activities and tasks, desk review, questionnaire and key informant interviews will be employed.

    Expected Deliverables:

    • A report with recommendations on the viability of individual giving, the target group, age, amount, message and approach to be deployed.
    • A research report on Local Fundraising Initiative (Individual Giving & Corporate Social Responsibility).
    • A comprehensive Business Case document

    Time Frame:
    Key Output Responsibility By when Submission of a work plan and data gathering instruments

    • Consultant/s Jan.8 – 12, 2018
    • Feedback on work plan and data gathering instruments
    • Plan International Nigeria
    • Logistical arrangements for field data collection
    • Plan International Nigeria
    • Contract Signing with Consultant
    • Plan/consultant
    • Field data collection Consultant/s Jan.15 – March.30, 2018 Facilitate a whole staff team review of the CS
    • Consultant/s
    • Submission of a draft report on the Country Strategy review report
    • Consultant/s April 3, 2018
    • In house review of the draft country strategy review report
    • Plan International Nigeria April 4 - 5, 2018
    • Submission of the final country strategy review report
    • Consultant/s April 10, 2018


    Work Relationships:
    The consultant will work with the Resource Mobilization Advisor, Head of Programmes and Business Development, the Country Director and every
    other reporting line that is related to the assignment. Plan International will handle all logistics using Plan rates.

    Qualifications or Specialized Knowledge/Experience Required:


    • University degree in social science, Masters preferable
    • A minimum eight years of relevant professional work experience in Fundraising, especially in setting up Individual and Corporate Giving mechanism.
    • Demonstrated experience in Resource Mobilization and Fundraising
    • Demonstrated experience in conducting Donor Scoping Surveys
    • and/or Market Research
    • Experience in working with donors especially institutional donors, corporates, trusts and foundations locally and internationally.
    • Experience in funding planning, development of resource mobilization strategies and implementation of RM strategies.
    • Proven understanding of the donor environment
    • Demonstrated skills and experience in report writing.
    • Impeccable organizational skills - project management, operational planning, monitoring and evaluation.
    • Builds and maintains effective relationships & networks.
    • Experience of developing and supporting teams, and the ability to lead and motivate.
    • An in depth understanding of international development issues.
    • Excellent interpersonal, communication and presentation skills.
    • Willingness to travel.


    • Experience at research and Business Development
    • Excellent knowledge of the latest development in the field of Fundraising
    • Highly organized, with ability to work independently and solve problems
    • Experience in managing the fundraising database and the CRM tool

    Method of Application

    To apply, please send proposal including methodology, curriculum vitae, total cost, duration, in English to Please indicate in the subject line of the email the position you are applying for
    and reference "Plan International Nigeria CSP". Only shortlisted candidates will be contacted.

    All interested consultants/firms are requested to submit their proposals via email to be shared or hand deliver to our Offices on 46, Mike Akhigbe Way, Jabi District, Abuja, Nigeria not later than 5.00 pm on Dec. 20, 2017 organized as follows:
    Technical proposal (main content and body not exceeding 5 pages): The technical proposal should reflect the firm’s/consultants understanding of the TORs and how all the tasks in the Scope of Work will be undertaken. The firm/group of consultants will also provide a detailed methodology and plan of specific activities and timetable for carrying out the assignment.
    Financial Budget: The firm/group of consultants shall propose a realistic cost estimate for this assignment, including a breakdown of the budget and
    justification of expenses. The budget shall include only those costs that can be directly attributed to the activities proposed. This should be
    submitted separately from the Technical Proposal.
    Statutory Requirements: Firm’s should provide copies of registration certificates and VAT compliance certificates.
    Personnel and experience: The consultants/firm shall list and briefly describe the experience, qualifications and specific roles of the consultant(s) proposed to work on the assignment. Detailed resumes of the core team of proposed consultants should be provided
    Reference information on previous assignments: Plan International Nigeria shall request successful bidder/s to present previous reports as evidence of capacity or drafting ability.

    A contract will be drawn up following a successful recruitment process for a consultant based on Plan International Nigeria procurement policy. The
    contract will be the formal document establishing a business relationship between the Consultant and Plan International Nigeria, as decided by the
    terms of the contract.
    Values of Plan International Nigeria
    You confirm you are familiar and committed to the following values of Plan International Nigeria:
    WE STRIVE FOR LASTING IMPACT - We strive to achieve significant and lasting impact on the lives of children and young people, and to secure
    equality for girls. We challenge ourselves to be bold, courageous, focused and innovative.
    WE WORK WELL TOGETHER - We succeed by working effectively with others, inside and outside the organization, including our sponsors and
    donors. We actively support our colleagues, helping them to achieve their goals. We come together to create and implement solutions in our teams,
    across Plan International, with children, girls, young people, communities and our partners.
    WE ARE INCLUSIVE AND EMPOWERING - We respect all people, appreciate differences and challenge inequality in our programs and our
    workplace. We support children, girls and young people to increase their confidence and to change their own lives. We empower our staff to give their
    best and develop their potential.
    WE ARE OPEN AND ACCOUNTABLE - We create a climate of trust inside and outside the organization by being open, honest and transparent. We hold
    ourselves and others to account for the decisions we make and for our impact on others, while doing what we say we will do.

    Ethics and Child Protection
    Plan International Nigeria places a high premium on CHILD PROTECTION issues in all its working relationships with its partners and associates and
    mandates all its working partners and associates to adhere to its CHILD PROTECTION Policy.
    As such, the activity must ensure appropriate, safe, non-discriminatory participation; a process of free and un-coerced consent and withdrawal;
    confidentiality and anonymity of participants. Consultants are required to provide a statement within their proposal on how they will ensure ethics and
    child protection in the development process. This must also include consideration of any risks related to the activity and how these will be

    Disclosure of Information/Child Protection
    It is understood and agreed that the Consultant(s) shall, during and after the effective period of the contract, treat as confidential and not divulge, unless
    authorized in writing by Plan, any information obtained in the course of the performance of the Contract. Information will be made available for the
    consultants on a needtoknow basis. Any necessary field visits must be budgeted for in your proposal. Plan staff under the coordination of the National
    Program Manager will support the consultant in facilitating all necessary engagements required by the Consultant. The selected consultant will commit
    to respect Plan’s Child Protection Policy to prevent any harm from participating children and youth.

    The Consultant and partners declares and guarantees that no offer, gift or payment, consideration or benefit of any kind, which constitutes an illegal or
    corrupt practice, has been or will be made to anyone by the Consultant either directly or indirectly, as an inducement or reward for the award or execution of
    this agreement. The Consultant declares and guarantees that neither Consultant, nor partners or associates, temporary nor permanent, would be involved in the
    implementation of this agreement:
    a) Have been convicted during a period of three (3) years prior to the submission of their proposals for this project, by a court of law in Nigeria
    or in any other jurisdiction for an offence involving bribery or corruption.
    b) Are under sanction, for an offence involving bribery or corruption, imposed by a government, a governmental organization or a development
    organization providing development assistance

    The Consultant or partners declares and guarantees that the funds provided by Plan International Nigeria for the service shall not be knowingly be used to
    benefit terrorist groups as defined in the criminal code of Nigeria or individual members of those groups or for terrorist activities either directly or indirectly

     Whistle Blower Policy
    Plan International Nigeria has a Code of Conduct including a Whistle Blower Policy (attached) and enjoins its entire staff and associates to “whistle blow”
    (raise legitimate concerns about violation of the Code of Conduct without fear of recrimination in the course of their engagement with Plan International

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