Lebanon: Case study of Fundraising and Financial Development – Results and lessons learned from a Lebanese and Norwegian Red Cross partnership

NorCross supports Finance Development (FD) and Fundraising/Resource Mobilisation (RM) as part of 'National Society Development' (NSD). The objective is to support National Society (NS) partners in their efforts to grow into organisations that consistently deliver, through volunteers and staff, relevant country wide quality services to vulnerable people that can be sustained for as long as needed. Experience has shown that FD and RM assist National Societies to become strong, sustainable, independent and accountable humanitarian actors. The Norwegian RC support in this area, aims at improved integrity, financial transparency and stability, budgetary discipline, strategic decisions, efficient mobilisation and application of resources, sustainability and accountability across all sectors.

Norwegian Red Cross (NorCross) has supported the Lebanese Red Cross (LRC) over the years in developing their fundraising unit, strategy and implementation, as well as financial management development. With this support and guidance, Lebanese RC has achieved substantial results in both finance development and resource mobilisation at the national level and the corporate sector in particular.

The main purpose of this case study is to document this case for further learning and sharing. More specifically, the objectives are to:

• Describe in a reader-friendly way the support given, step-by-step activities taken, the roles of NorCross, LRC and others in the process, for learning and sharing.

• Document achievements in terms of strategy development, fundraising income, changed financial management procedures and improved processes, internal changes in communication and co-operation, as well as results in terms of improved external relations based on e.g. corporate relations and donor reporting.

• Describe challenges encountered in the process, internally and externally, and how they were addressed or resolved.

• Describe how the NorCross approach has added value.

• Assess and summarize the key success factors including pre-conditions for the change process (e.g. LRC ownership, role of IFRC or NorCross focal point, the use of OCAC and 'behind the scene factors' etc.)

• Identify lessons learned and recommend/suggest potential improvements to the program components and activities for ongoing and future work and to provide concrete examples of change process for adaptation in other contexts.

Deliverables

• The study will result in a written document, with pictures, that, when accepted will be published as an official publication.

• The text of the case study written in full, between 15–20 pages depending on the format;

• A PowerPoint presentation for presenting the case study.

• A webinar (no more than 2 hours), based on the power point to disseminate learnings from the case study and give space for global community of practice to share technical views on the case study.

Process and timetable

• Desk review – October and November, 2016

• Interviews – November, 2016

• First draft case study – 15th of Dec, 2016

• Final Draft – Mid January, 2017

Qualifications, skills and experience required

• Outstanding writing skills in particular case studies/success stories

• Excellent experiences for collecting case studies, success stories etc

• Awareness of relevant international standard and best practice approaches

• Good understanding of FD/RM and sound understanding of development issues

• Good understanding of the RC/RC Movement

• Excellent written and spoken English language skills

• A demonstrated ability (through previous similar assignments) to analyze, compile and synthesize information in coherent and succinct formats

Interested candidates should submit their application material by 23rd of October 2016.

The Expression of Interest should include:

1. Technical proposal (when appropriate) not exceeding five pages expressing an understanding and interpretation of the TOR, the proposed methodology, and a time and activity schedule.
2. Financial proposal itemizing estimated costs for services rendered (daily consultancy fees), accommodation and living costs, transport costs, stationery costs, and any other related supplies or services required for the review.
3. Curricula Vitae (CV).
4. Letter clearly summarizing your experience as it pertains to this assignment, your daily rate, and three professional references.
5. A brief description of your firm or institution (for applicants other than individual contractors).
6. At least one example of a review report most similar to that described in this TOR.

Application material is non-returnable, and we thank you in advance for understanding that only short-listed candidates will be contacted for the next step in the application process.

For more information and Terms of Reference, please contact:

samuel.asamoah@redcross.no