Om-Habibeh Foundation

Terms of Reference (TOR)

(Build CSO local fundraising capacity)

Call for Bidding

> Improving Local Development Dynamics (ILDD)

> Deadline for receiving offer: 1st December 2022

> The bidding for individual’s consultant and consultancy firms

Documents to be submitted: –

  • Technical and financial Offer for the study.
  • Agency or company C.V (information about the company and research team).
  • CV of the leading team.
  • Copy of Commercial register.
  • Copy of tax card.
  • Copy of VAT certification.
  • Soft or hard copies to be sent to: –
  • Hard copy: – by courier to address:

Om Habibeh Foundation – EL Sadat road, opposite of Dr. Soliman Hospital, Aswan

  • Soft copy: – to e-mail address: –

  • For further technical inquiries please contact: –

  • With copying:;


  1. Background:Om Habibeh Foundation (OHF) presents an action entitled Improving Local Development Dynamics (ILDD).  The overall objective of the Action is to support the European Commission’s objective to strengthen Civil Society Organizations (CSO)and Local Authorities (LA) by enhancing the role and effectiveness of 36 civil societies organizations and to deliver inclusive and gender responsive development services in villages in four districts of Aswan governorate: Kom Ombo, Daraw, Aswan, and Edfu.

    To achieve this, the action will enable communities to optimize the resources available to them and work as a cohesive unit, and Directly Target Vulnerable Groups – by strengthening LAs and CSOs to target vulnerable groups who are less able to support themselves. Through these efforts, development actors will build trust between communities while investing in women, whose success will strengthen the local economy and society overall.

    The Action will focus on benefitting disadvantaged groups within the community, primarily women and chronically ill persons, while strengthening the capacity of CSOs. Women, youth and marginalized communities are not presently able to take part in the decision-making structures of CSO boards that are primarily composed of elderly men from influential families, thus reinforcing cultural norms and the limitations of women’s access and control over resources.

2. Objective:

The overall objective of this mission is to build the capacity of the partner CSOs’ in fundraising, and in conducting fundraising campaigns with the CSOs. Moreover, to assist in hiring an online platform which has a list with the various opportunities for partnerships available to allow the CSOs to match community needs for philanthropic activities, and philanthropic resources offered by different national and international organizations. The consultant/consultancy firm should use OHF philanthropic analysis tool’s results and donors’ map that was developed previously by OHF, that would help the “CSOs” to meet the needs of their communities by maximizing the use of local resources from individuals, donor organizations, larger national or international NGOs, and business enterprises through in person training and on job training methodologies.

Targeted audience:

CSOs board members.

3. Scope of work:

This mission will be built on the findings of the first stage (design and disseminate of philanthropic analysis tool) where, literature review outlined the various sources of funding for CSOs including National funding sources from individual donations, grants from larger NGOs, Grants from Private Donor Foundations as well as Governmental funds as well as the International sources of funding, then tool was developed for mapping of potential donors in Egypt. The tool included useful information for potential fund seekers including, contact information, potential areas of interest, timing and procedures for application for funding requests as well as the criteria of an eligible fund seeker. On the other hand, a scorecard was developed to assess CSOs current capacities including financial and institutional, sources of funding,  pre-existing donor relations, as well with private sector actors, and larger Egyptian NGOs and main areas of interest. Finally, a four-day workshop was held (24-27 March 2022 – Aswan) for 34 institutions and NGOs, represented by 68 individuals in charge of those organizations. The training aimed to share with the organizations the toolkit that was developed for mapping the local donors in Egypt including the data collection tool as well as the electronic database


Within the scope of the assignment, the consultant/consultancy firm is expected to provide consultancy services for the below listed activities:

1. To conduct a training for 36 CSOs in two groups each training should last for 3 days on:

  • Fundraising concepts.
  • Identify the leadership skills required to manage fundraising in NGOs, public /private sector institutions.
  • Build and nurture NGOs-public-private partnerships.
  • Identify the variety of fundraising options available.
  • Recognize the pros and cons of each of the available fundraising options
  • Understand the tasks required to implement a fundraising campaign.
  • Produce a plan to market fundraising effort.
  • Produce a plan to communicate regularly with all potential stakeholders.
  • Monitor the implementation of fundraising campaigns and take corrective action, as needed.

2. Develop a detailed training manual to be distributed to the trainees of the fundraising training.

3. Develop 36 fundraising campaigns’ plans for the 36 CSOs in collaboration with the board members based on OHF philanthropic analysis tool’s results and donors’ map; these plans should be matching the new NGOs’ law.

4. Conduct 4 fundraising campaigns, preferably on district level, through selecting one common need and planning to fundraising campaigns to meet that need with the developed action plans and it should be matching the new      NGOs’ law.

5. Nominate and contract a dynamic online platform to facilitate matching CSOs with national and international organizations for different fundraising activities.

6. The consultant\consultancy firm should consider gender mainstreaming while developing all the different materials in order to be gender responsive.

7. Consultant should consider assigning some of the designed campaigns to be responsive to the needs of the marginalized groups such as women, chronically ill, disabled, etc.…


    4. Roles and responsibilities of OHF

    OHF will provide the following:

    • OHF reserves the right and will conduct its own monitoring checks on a portion of the conducted activities by the external partner. If checks do not meet quality standards regarding integrity of results and findings, OHF will reserve its right to request a repetition of work or the option of declining payment (being reimbursed for any initial payment).
    • The consultant/consultancy firm and all related personnel/members of the mission team will not be accompanied by OHF staff members. However, the consultant and all related personnel need to subscribe to respecting the core values of OHF of diversity and inclusion, integrity, and commitment.
    • It is an absolute requirement of OHF and a condition of this agreement that no person or body who/which carries out work on OHF’s behalf pursuant to this agreement is or has been or becomes in any way involved in or associated with the abuse or exploitation of vulnerable groups as described in the global safeguarding manual of OHF that will be provided for successful candidate.
    • The consultant/consultancy firm carries the sole responsibility for all related personnel and needs to ensure that an appropriate systems and procedures are in place to deal with any complaints and other human resources issues that may emerge.
    • The consultant/consultancy firm presents own safeguarding policy and code of conduct, or its obligatory to stick to OHF safeguarding policy and code of conduct
    • All reports, databases, best practice documents and other related information is the sole property of OHF and may not be distributed.
    • The consultant should consider gender mainstreaming while implementing all the different tasks of this consultancy to ensure having equal opportunities and equal participation among all the different stakeholders. 

    Final Deliverables:

    Reporting Products/Activities


    Due date/

    Deadlines for submission


    Inception report

    ·         The report should include the following:

    methodologies, training agenda, training session plan, training manual fundraising campaign plan sample, an action plan for conducting four fundraising campaigns, a list with the potential online platforms to be contracted, and a detailed mission timeline.  

    ·         The consultant/consultancy firm should review OHF philanthropic analysis tool’s results and donors’ map to plan accordingly

    To be submitted after a week of signing the contract

    to be reviewed and agreed with OHF team

    A three-day fundraising training for two groups of CSOs

    ·         Training materials package (session plan/ power point/ handouts)

    ·         Pre and post test

    ·         Deliver certificates for the trainees

    ·         Report of the training that should include a summary of the training, the performance of the trainees and the recommendations of the trainer

    Should be delivered within one week after agreeing on the inception report  

    to be reviewed and agreed with OHF team

    Training Manual

    The consultant/consultancy firm should submit a detailed training manual of the fundraising training which should include all the content of the delivered training in details along with the session plan, the power point presentation and the activities.


    Should be finished and shared with the inception report and delivered to the trainees within the training

    to be reviewed and agreed with OHF team

    36 fundraising plans

    The consultant/consultancy firm should submit detailed 36 fundraising campaigns plans for each of the partner CSOs.

    Should be delivered to the team by the end of the training

    to be reviewed and agreed with OHF team

    Online platform for fundraising activities

    ·         The consultant/consultancy firm should nominate a list of the potential fundraising online platforms

    ·         The consultant/consultancy firm should deliver a report to analyze and evaluate the advantages, disadvantages, and the efficacy of the nominated platforms.

    ·         The consultant/consultancy firm in collaboration with the team should select the best option of the nominated platforms

    ·         The consultant/consultancy firm should conduct a detailed orientation session for two groups of the partner CSOs regarding the selected platform.

    The procedures of selecting the platform should take place within one month after the training delivery.

    to be reviewed and agreed with OHF team

    4 fundraising campaigns


    ·         4 fundraising campaigns detailed action plans.

    ·         Conducting the fundraising campaigns in collaboration with the CSOs.

    ·         Report on the developed fundraising campaigns with the procedures, the lessons learned and the recommendations

    Should be finished one month after finalizing the training

    to be reviewed and agreed with OHF team

    Report for four on job fundraising campaigns.

    The report should contain the following:

    ·         The detailed action plans of the four campaigns

    ·         Narrative description of implemented campaigns.

    ·         Results of the four campaigns comparing with campaigns’ objectives

    ·         Lessons learned and difficulties that faced the CSOs members during campaigns’ implementation.

    ·         Recommendation for ongoing work in fundraising campaigns.

    Should be submitted 1 week after finishing the campaigns

    to be reviewed and agreed with OHF team

    Report should be submitted in both Arabic and English languages






    Submit the final report

    The consultant should submit the final report based on the comments and the recommendations of OHF team

    Within 1 week from finishing the mission.

    Report should be submitted in both Arabic and English languages

    Note: All the required deliverables should be submitted as hard copy and soft copy (in word doc. /excel)


    Quality Assurance of the Deliverables:

    • The service provider is responsible for demonstrating enough data quality assurance procedures are considered.
    • The service provider will ensure that all deliverables are submitted in a timely manner.
    • The training and reports should meet quality standards.


    • Deliverables will be used as the basis for invoice processing and payment. The service provider will be held responsible for all the deliverables.
    • Payments will be made within 15 days upon the approval of the corresponding deliverables.
    • If the deliverables are not produced and delivered by the consultant to the satisfaction of OHF team, no payment will be made till the consultant update and modify the deliverables based on OHF requirements.




    Signing the contract

    Submitting all the needed legal documents

    25% after signing the contract

    Conducting one fundraising training for two groups of partner CSOs and select the potential online platform  

    After delivering in person training’s report on fundraising and selecting & contracting the online platform and delivering the orientation session for 2 groups of the partner CSOS

    50 % of the total contract


    Conducting the four fundraising campaigns and documenting the whole process of the mission.

    Submitting the fundraising campaigns report and the final consultancy report of the whole mission.

    25% of the total contact



    Time Frame:

    10 weeks starting from the date of signing the contract.

    Required qualifications:

    The consultant (and his/her team) should demonstrate the following qualifications:

    • Minimum of three (3) years of relevant experience in the CSOs fundraising and resource mobilization field.
    • Minimum of 5 years of relevant experience working with Civil Society Organizations in Upper Egypt.
    • Good communication and drafting skills.
    • Displays cultural, gender equality, religion, race, nationality and age sensitivity and adaptability. Demonstrates Integrity and ethical standards.

    Documentation Required

    • Personal CV indicating all past experiences from similar projects, as well as the contact details (email and telephone number) of the candidate and at least 3 professional references.


    Service Provider Selection Criteria


    • Proposals will be evaluated out of a total 100 points, with 70 points allocated against technical criteria, and 30 points allocated against financial criteria. Any bidder with an incomplete proposal will be disqualified.

    The technical and financial evaluation of the bidders will be conducted using below criteria:

    Technical Criteria

    Technical Sub-Criteria

    Maximum Points

    Overall Response

    Completeness of response


    Overall concord between Request for proposal requirements, meetings with project team and proposal


    Company and Key Personnel (Range and depth of experience with similar projects

    Civil Society Organizations experience


    Relevant work experience in fundraising preferably in upper Egypt


    Proposed Project Methodology and Approach

    Project plan clearly described-comprising clearly defined tasks, activities, milestones, and personnel deployment plan


    The outline of the fundraising training


    The procedures and plans for selecting potential fundraising online platforms


    The initial design of the fundraising campaigns


    Time frame


    Efficiency of resource deployment


    Subtotal Technical Criteria



    Financial Proposal

    Clearly defined budget lines with breakdown of human resources, logistics, communication, admin costs etc.


    Realistic costing of budget items as per the market rates in Egypt


    Justification of costing with support of realistic and evidence-based assumptions


    Subtotal Financial Criteria




    Technical + Financial Criteria



    12. Contact Information:

    Any questions concerning this assignment should be directed to

     Aya Omar    

    • With copying: ;

    Deadline for offer submission