- Consultancy Information
Consultancy title: Scoping of Fundraising Potential in Norway
Organization: ActionAid Denmark (AADK) on behalf of ActionAid Sweden (AAS) ActionAid International (AAI)
Department / Unit: International Cluster
Supervisor: Søren Tuxen Faber
Deadline for bids: 24 February 2019
Duration: Three weeks
Starting Date: 4 March 2019
Duty Station: Home based with travel to Oslo and Copenhagen.
Full/part time: Part time (Total of twelve working days including workshop)
- Background and Context
In December 2016 a new strategy for the ActionAid Federation was approved – Action for Global Justice. The growth ambitions outlined in this new Global Strategy include investing in new and emerging markets (Strategic Shift 3: Resourcing our Work).
This Market scoping study will look at fundraising expansion opportunities for the ActionAid Federation represented by AADK and AAS in Norway, including trusts, foundations, and institutional partnership opportunities, to inform the strategic direction to collectively deliver the new Global Funding Strategy 2028 and Action for Global Justice.
Current relationship with Norwegian Agency for Development Cooperation (Norad)
ActionAid currently holds relationships with Norad at several levels. Norway is co-convenor of the International Commission on Financing Global Education Opportunity, and ActionAid education policy specialists regularly interact in multilateral meetings and bilaterally with Norad education policy experts. ActionAid also has a funding relationship with Norad for a multi-country education and domestic resource mobilisation project. This is worth approx. €4m and was an invitation-only follow-up project from a project that ended in 2017. The overall funding relationship with Norad started in 2014 and has grown steadily since then. Norad values ActionAid’s education and tax justice work and particularly the approach that combines both strands.
The relationship is currently managed by ActionAid International, the Global Secretariat of the ActionAid Federation. During the 2017 restructuring, the decision was taken that the GS would no longer directly manage donors and would instead delegate that responsibility to country members on behalf of the Federation.
- Purpose of the Assignment
The overall purpose of this market and donor scoping is to inform the choice of focus and scale of future investments by the ActionAid Federation for fundraising in Norway to achieve the growth objectives outlined in the Global Funding Strategy 2028.
“The choice of new countries will be driven primarily by income rather than influence, and decisions on market entry and investment allocations will be made by a federation wide platform. Under the delegation of this platform, opportunities will be created for a sponsor/host model where established markets are intensively supporting new markets. If we had the necessary investment funds available, we would ideally launch in a new country every 3-4 years to ensure we are building a strong, diverse pipeline of new fundraising markets. This will be dependent on demonstrating success with the Indonesian model, meeting key milestones and plan expectations”.
On institutional funding, the Global Funding Strategy states:
“By 2028, we will have grown income from institutional donors through a fundraising model that is rooted in a partnership-based approach. We will be programme-led, targeting donors that align with our vision and feminist and human-rights based approaches as well as growth potential. We will be a partner of choice for our donors by positioning ourselves as a strong “think and do” leader on issues of mutual strategic importance. We will have federation-wide commitment to prioritise and resource institutional funding strategically, operationally, and culturally, enhancing our internal effectiveness and our ability to adapt to external trends and ways of working.”
(Global Funding Strategy 2028).
The assessment will be conducted with the following specific objectives:
- a) Identify the five most relevant Norwegian donors for ActionAid based on purpose, grant size and modality and CSR record.
- b) Give concrete recommendations on establishing engagement with the donors identified.
- Scope of work
In order to achieve the objectives, the tasks of the consultant will include but will not be necessarily limited to the following:
- Provide a detailed scoping study of new market information for fundraising to fully understand the new market opportunities
- Provide contextual analysis, to include internal and external factors, to inform viability and affordability
- Research on the institutional, trusts and foundations donor markets – saturation, legislative, contextual, political or cultural barriers to entry, requirements
- Engage with official donors (e.g. Norad) to assess scope for partnership – requirements, legislation, political, thematic and geographic priorities
- Make recommendations on the type of entry and level of investment to access the Norwegian market
The scoping will draw on key lessons learned from previous new market expansion strategies and will make concrete recommendations on whether to access the new market opportunities and new sources of funding for the Federation.
The scoping will not consider individual charitable giving.
The focus on the scoping will be on funding for activities in the global south within the following themes:
- Defending democracy/participation of civil society
- Gender responsive public services
- Humanitarian response
- Economic opportunities and decent employment (youth and gender focus)
These along with more specific geographic priorities are further expanded in the Annex A – AAS / AADK Programmatic Complementarity.
Process and Methodology
The market scoping will be a combination of desk research, interviews with key external informants and interviews with key internal AA informants together with external inputs from market research and data analysis.
The process will include review of relevant documents and involve relevant ActionAid staff and relevant Heads of Fundraising and management. Key stakeholders and methods of engagement could be:
Internal to ActionAid
- GS Resource Mobilisation and Innovation – Director of RMI, Head of IFT, Bilateral Partnerships Manager
- AA SWE
- AA DK
- ActionAid members with experience of new market expansion strategies (e.g.UK who has experience in developing T&F in Switzerland, for instance)
- Norwegian Fundraising Consultants
- Peer INGOs
- Institutional donors (Norad)
- Corporate foundations
- Norwegian Fundraising Association (Norges insamlingsråd)
- Frivillighet Norge
The consultant will deliver:
- An inception report of 2-4 pages outlining the specific approach and plans for the scoping study
- A draft report
- A final report of no less than 15 pages and no more than 25 pages providing an analysis of the potential for raising funds for themes listed above from Norwegian sources including
o Identification of the most relevant donors in terms of scale and thematic focus
o Listing of relevant contact points in these donors
o Identification of the barriers to entry for a non-Norwegian organization
o Tailormade advice on the best ways for AA to establish relationships with these donors
The final report should incorporate AA comments for the draft report.
- Facilitation of a one-day workshop in Copenhagen to present the results of the study
- Qualifications of the Successful Individual Contractor
- Extensive knowledge of the Norwegian donor landscape within development and humanitarian response in the global south.
- Extensive network of contacts within the Norwegian donor community.
- Relevant higher education.
- Excellent facilitation skills.
- Minimum of four years of relevant experience.
- Institutional arrangements
- AA staff will work with the consultant(s) to develop the concrete plans for the completion of the assignment including practical arrangements for the final workshop.
- ActionAid Denmark will handle all practical arrangements in connection with the final workshop.
- The consultant(s) will be responsible for making their own travel arrangements and paying for their own tickets and accommodation.
- The consultancy fee will be paid in full by invoice upon the completion of all deliverables as listed above.
- The consultant(s) will report to the AA DK Institutional Funding Advisor and through him to a wider reference group from AA DK, SWE and I.
- How to apply
Please submit the following documents by e-mail to firstname.lastname@example.org no later than 24 February 2019:
- Technical proposal comprising of the following:
- Letter of Confirmation of Interest and Availability
- Personal CV(s)
- Brief description (max. ½ page) of why you consider yourself as the most suitable for the assignment, and a methodology (max. 1 page) for how you will approach and complete the assignment.
- Financial proposal indicating the all-inclusive fixed total contract price, supported by a breakdown of costs.
- Selection Criteria
The following criteria will be weighed equally in the selection:
- Quality of the approach described
- Experience of consultant(s)