Consultancy Services for the development of SADC-GMI Strategic Plan and Financial Sustainability Plan for 2023-2028

Request for Expression of Interest

For

Consultancy Services for Business Strategic and Financial Sustainability Plans for 2023-2028

• Background

After successful completion of the Sustainable Groundwater Management in SADC Member States Phase 1 project, the SADC-GMI is now implementing phase 2 of the same project, under the strategic guidance of the SADC Secretariat. The 4-year phase 2 project is financed by the Multi Donor Trust Fund Cooperation in International Waters in Africa (CIWA), in collaboration with the Global Environment Facility (GEF), through the World Bank, and comprises of the following key components:

Component 1: Capacity building for sustainable groundwater management

Component 2: Knowledge development, dissemination, and advocacy

Component 3: Building resilient livelihoods, and inclusive groundwater management.

Since the development of the Strategic Business Development plan 2018-2023 and Financial Sustainability Plan 2018-2023, SADC- GMI has received an additional grant from the Cooperation in International Waters in Africa (CIWA), for the project titled ‘Sustainable Groundwater Management in SADC Member States phase 2 project’ which commenced on the 16th November 2021 and is due for completion on the 30th November 2025.

In addition, SADC-GMI has targeted a branding strategy by leveraging ongoing initiatives in the SADC region by forming strategic partnerships to implement the activities aimed at achieving the strategic objectives which were outlined in Strategic Business Plan and Sustainability Plan (2018-2023). As a subsidiary institution of SADC, SADC-GMI also leverages initiatives organized by the SADC secretariat to discharge its mandate in respect of groundwater development and management, especially through the River Basin Organisations. The current net effect of the current leveraging and partnerships has been that SADC-GMI has been able to cost-effectively build its brand and deliver on its mandate.

The prevailing scenarios necessitate a review of the Strategic Business Plan (2018-2023) to rescan the operating environment and subsequently reposition the institute more strategically to enhance its chances of success.

­­­­These Terms of Reference pertain to the procurement of a consultancy firm for the process of reviewing the existing Strategic Business Plan and Financial Sustainability Plan and aligning the SADC-GMI’s new strategic orientation to accommodate the prevailing operating environment.

• Objective of the Assignment

The primary objective of this assignment is to lead SADC-GMI through the review of the existing Strategic Business Plan for 2018-2023 and the elaboration of a new five-year Strategic Business Plan for the period 2023-2028 as well as a Financial Sustainability Plan.

• Specific Tasks and Activities

To achieve the objectives of this assignment, the successful Consulting Firm will undertake the following core tasks:

• Review of the Strategic Business Plan 2018-2023
• Formulation of the Strategic Business Plan 2023-2028
• Elaboration of a Long-term Financial Sustainability Plan 2023-2028

• Eligibility

The ideal Consultancy Firm should be:

• A registered firm.
• Possess more than 10 years of demonstrated experience leading the formulation, implementation, and monitoring of Strategic Business Plans and Financial Sustainability Plans.
• Demonstrated specific experience gained working on similar plans for non-profit organisations in an international environment.
• Prior proven experience successfully formulating, implementing, and monitoring at least 4 Strategic Business Plans and 2 Financial Sustainability Plans respectively.
• Demonstrated knowledge of the donor and fundraising landscape in the water (specifically groundwater) sector globally and its application in the SADC region is a distinct advantage.
• Ability to field competent experts to guarantee the timely delivery of the outputs.

• Schedule and Duration of Assignment This is a once-off assignment without any obligation for follow-up work and it is intended to be implemented over an estimated period of 5 months from the contract signature with an estimated aggregate level of effort of 95 man-days for the two key experts only.

• Liaison and Logistics

On a day-to-day basis, the consultant will liaise with the SADC-GMI through the Executive Director or his designated contact point.

• Expression of Interest Submission Requirements

Interested consultancy firms are requested to submit an expression of interest, and the expression of interest should include the following:

a) Valid Business License

b) Registration Certificate of TIN and VAT

c) Company Certificate Registration/Incorporation

d) Evidence showing that the firm is a legal entity (certificate of registration)

e) Experience of working in a similar geographical region (SADC region)

f) Availability of Professional Key Staff with Suitable Qualifications in the field of

assignment

g) Evidence of at least 3 similar projects previously successfully completed, of which one was in the SADC region

h) Evidence showing the technical and managerial capabilities of the firm in the field of assignment

i) Brief description (not more than 3 pages) of the proposed Methodology of carrying out the scope of the work

j) The EOI submission should not exceed 30 pages.

Further information can be obtained at the e-mail address listed below during office hours i.e., 08:00 am-5:00pm, Monday – Friday, [email protected]

• Submission of Expression of Interest (EOI)

Bidders must submit Expressions of Interest (EOI) by e-mail

to [email protected] by 12:00 noon (RSA Time) on or before 31 March 2023.

NB: For a detailed Terms of Reference, please visit SADC website at www.sadc-gmi.org during working hours, 08:00 – 17:00 (RSA Time) Monday – Friday).

Request for Expression of Interest

For

Consultancy Services for Business Strategic and Financial Sustainability Plans for 2023-2028

• Background

After successful completion of the Sustainable Groundwater Management in SADC Member States Phase 1 project, the SADC-GMI is now implementing phase 2 of the same project, under the strategic guidance of the SADC Secretariat. The 4-year phase 2 project is financed by the Multi Donor Trust Fund Cooperation in International Waters in Africa (CIWA), in collaboration with the Global Environment Facility (GEF), through the World Bank, and comprises of the following key components:

Component 1: Capacity building for sustainable groundwater management

Component 2: Knowledge development, dissemination, and advocacy

Component 3: Building resilient livelihoods, and inclusive groundwater management.

Since the development of the Strategic Business Development plan 2018-2023 and Financial Sustainability Plan 2018-2023, SADC- GMI has received an additional grant from the Cooperation in International Waters in Africa (CIWA), for the project titled ‘Sustainable Groundwater Management in SADC Member States phase 2 project’ which commenced on the 16th November 2021 and is due for completion on the 30th November 2025.

In addition, SADC-GMI has targeted a branding strategy by leveraging ongoing initiatives in the SADC region by forming strategic partnerships to implement the activities aimed at achieving the strategic objectives which were outlined in Strategic Business Plan and Sustainability Plan (2018-2023). As a subsidiary institution of SADC, SADC-GMI also leverages initiatives organized by the SADC secretariat to discharge its mandate in respect of groundwater development and management, especially through the River Basin Organisations. The current net effect of the current leveraging and partnerships has been that SADC-GMI has been able to cost-effectively build its brand and deliver on its mandate.

The prevailing scenarios necessitate a review of the Strategic Business Plan (2018-2023) to rescan the operating environment and subsequently reposition the institute more strategically to enhance its chances of success.

­­­­These Terms of Reference pertain to the procurement of a consultancy firm for the process of reviewing the existing Strategic Business Plan and Financial Sustainability Plan and aligning the SADC-GMI’s new strategic orientation to accommodate the prevailing operating environment.

• Objective of the Assignment

The primary objective of this assignment is to lead SADC-GMI through the review of the existing Strategic Business Plan for 2018-2023 and the elaboration of a new five-year Strategic Business Plan for the period 2023-2028 as well as a Financial Sustainability Plan.

• Specific Tasks and Activities

To achieve the objectives of this assignment, the successful Consulting Firm will undertake the following core tasks:

• Review of the Strategic Business Plan 2018-2023
• Formulation of the Strategic Business Plan 2023-2028
• Elaboration of a Long-term Financial Sustainability Plan 2023-2028

• Eligibility

The ideal Consultancy Firm should be:

• A registered firm.
• Possess more than 10 years of demonstrated experience leading the formulation, implementation, and monitoring of Strategic Business Plans and Financial Sustainability Plans.
• Demonstrated specific experience gained working on similar plans for non-profit organisations in an international environment.
• Prior proven experience successfully formulating, implementing, and monitoring at least 4 Strategic Business Plans and 2 Financial Sustainability Plans respectively.
• Demonstrated knowledge of the donor and fundraising landscape in the water (specifically groundwater) sector globally and its application in the SADC region is a distinct advantage.
• Ability to field competent experts to guarantee the timely delivery of the outputs.

• Schedule and Duration of Assignment This is a once-off assignment without any obligation for follow-up work and it is intended to be implemented over an estimated period of