ShelterBox
Introduction
ShelterBox is committed to working towards a future where no one goes without shelter. We work with disaster-affected communities to provide the emergency shelter, essential items and training needed to support families in the long process of rebuilding their lives. But we have our work cut out for us. In 2019 over 104 million people were forced from their homes by disaster and conflict. Some projections suggest that this figure will grow to 200 million within 10 years.
In 2020, we undertook a review of our strategy, evaluating ourselves and identifying where we can improve and deliver our programmes at greater scale, speed and quality whilist delivering value for money for our donors. We have produced a plan and strategic framework for the organisation on which the Programme Funding Team will be basing our work for the next five years.
Sustainable and flexible funding is one of the core elements of our organisational strategy. A Programme Funding department was created through the restructure of the International Programmes Directorate in 2021/2022. In 2023, the department will develop a Programme Funding Strategy aligned with wider organisational strategy. Institutional funding is new to ShelterBox Trust, and the department is expected to bring in at least £3.5 million over the current strategic period.
ShelterBox is seeking to engage an external consultant to carry out a detailed donor mapping exercise to identify priority institutional donors (both government and large international trusts and foundations) for ShelterBox and subsequently to develop a functioning institutional funding pipeline.
Purpose and Scope of Work (SOW):
The main purpose of this consultancy is to:
- Carryout a comprehensive donor mapping exercise in two phases and present with shortlisted priority donors with written rationale.
- Present ShelterBox Trust with a list of funding instruments and upcoming funding opportunities to build our funding pipeline
- Clearly identify and present pre-registration and due-diligence requirements for the identified priority donor
Proposed Approach to the work
The successful consultant will be responsible for carrying out a comprehensive donor mapping exercise for ShelterBox Trust and deliver the outcomes set out in section 4 below. However, the following approach is proposed:
1. The consultant will review the findings of two outdated donor mapping exercises – one for institutional donors and the other for Trust and Foundations – that were carried out for SBT in the past and liaise with key members of different teams (including our Affiliates, Fundraising and Communications and Programme Funding) to gain further insights.
2. As part of this consultancy, a two-stage donor mapping exercise is proposed. Consultant will work with ShelterBox Trust to develop templates for both phases and carryout desk-based research to populate the templates with detail information about institutional donors and large international trusts and foundations. The phase 2 of the mapping exercise is expected to be carried out once the Phase 1 of the exercise has been completed and approved by ShelterBox Trust.
3. Based on the research and discussions with SBT staff and its Affiliates, the consultant will produce a written report to SBT as set out in section 4 below.
Deliverables
1 Fully completed and populated Phase I and Phase II donor mapping exercise templates submitted covering institutional and large international trusts and foundation donors
2 A list of priority focal donors for ShelterBox produced and a written rationale for the shortlist submitted
3 A detailed written report in a pre-agreed template detailing findings of donor mapping exercise submitted
4 Clearly identified and presented any pre-registration, eligibility and due-diligence requirements for shortlisted priority donors
5 A pipeline comprising funding opportunities from institutional and large international trusts and foundations donors produced with details of any funding instruments covering next 3 years
Please note all deliverables need to be approved by ShelterBox Trust.
Proposed Timeline
Activity
Completion Date
Anticipated time required from consultant
Deadline for receiving proposals
29th November
n/a
Proposal review, follow-up calls, selection, and on-boarding process
6th December
n/a
Finalise ToR and contracting
8th December
n/a
Review of internal documents (including two outdated donor mapping exercises) and meeting with key relevant staff
12th December
1 day
Templates development and finalisation based SBT’s feedback
15th December
1.5 days
Phase I Mapping exercise completed including addressing any feedback
23rd December
3.5 days
List of priority donors and 2 pages rationalise
30th December
1 day
Phase II donor mapping exercise completed including addressing any feedback
15th th January
3.5 days
Written presentation of present any pre-registration, eligibility and due-diligence requirements
13th January
1 day
Submission of draft detailed written report and finalisation of the report based on feedback
31st January
2.5 days
Submission of draft Funding pipeline and finalisation of the pipeline based on feedback
15th February
2 days
Total
16 days
Expertise & Experience
The Consultant will have demonstrated experience working with NGOs and institutional donors within the context of programme funding. The prior experience in carrying out donor mapping exercise and building a functional funding pipeline from the scratch is an asset.
Experience and knowledge of humanitarian response, humanitarian architecture and emergency shelter are considered desirable.
The Consultant will have demonstrated experience producing written documents (in English), for use with internal and external audiences.
Bid Requirements
Prospective consultants interested in bidding for this opportunity should submit a written proposal to [email protected] before 5pm (GMT) on Tuesday 29th November 2022.
ShelterBox will review proposals and hold follow-up calls with suppliers who best meet the requirements set out in this ToR with the aim of identifying a successful supplier for the work.
Proposals are required to include the following information:
- A company / personal profile and summary of you / your organisation, and evidence of you / your organisation’s experience and expertise relevant to ShelterBox’s requirements.
- Proposal containing two parts:
- Technical Proposal comprising the description of proposed methodology, activities and anticipated timeline.
- Budget Proposal comprising details of all proposed costs including consultant fees, transportation, and other necessities.
- Sample of previous similar work
- Confirmation that you are willing to sign up to ShelterBox’s Supplier Code of Conduct (available to view at: https://www.shelterbox.org/wp-content/uploads/2019/10/Supplier-Code-of-Conduct-v3.pdf).
ShelterBox aims to inform all applicants of the outcome no later than 09th December 2022.
The Small Print:
The purpose of this ToR is to allow ShelterBox to assess consultant responses and use the resultant assessments in future decision-making regarding the opportunity. Whilst ShelterBox intends to compare responses to this ToR for the purposes of pre-qualification and possible shortlisting for further consideration, ShelterBox makes no obligations or undertakings in any way to: accept any response information received from consultants; or include consultants responding to this ToR in any future tender invitation; or any other commitment to consultants whatsoever, including any intention to form a contract with any consultant for provision of the requirements set out in this ToR.
ShelterBox plans to award this business to a supplier based upon the suitability of the proposed ideas, expertise demonstrated and best value.
All ToR documents remain the property of ShelterBox, and all consultants are required to return to ShelterBox or delete these documents upon request. ShelterBox will consider the responses to this ToR confidential. Consultants who do not honour these confidentiality provisions will be excluded from participating in future ShelterBox opportunities.
All information contained in this ToR is confidential and may not be disclosed, published, or advertised in any manner without written authorisation from ShelterBox.
All time and expense incurred by the consultants for this ToR are the responsibility of the consultant and will not be reimbursed by ShelterBox.
How to apply
Prospective consultants interested in bidding for this opportunity should submit a written proposal to [email protected] before 5pm (GMT) on Tuesday 29th November 2022.
ShelterBox will review proposals and hold follow-up calls with suppliers who best meet the requirements set out in this ToR with the aim of identifying a successful supplier for the work.
Proposals are required to include the following information:
- A company / personal profile and summary of you / your organisation, and evidence of you / your organisation’s experience and expertise relevant to ShelterBox’s requirements.
- Proposal containing two parts:
- Technical Proposal comprising the description of proposed methodology, activities and anticipated timeline.
- Budget Proposal comprising details of all proposed costs including consultant fees, transportation, and other necessities.
- Sample of previous similar work
- Confirmation that you are willing to sign up to ShelterBox’s Supplier Code of Conduct (available to view at: https://www.shelterbox.org/wp-content/uploads/2019/10/Supplier-Code-of-Conduct-v3.pdf).