Consultant Operational Framework at World Resources Institute

SCOPE OF WORK AND OUTPUTS/DELIVERABLES

The operational framework will be developed by the consultant team or consulting firm in close collaboration with WRI’s TerraFund and WRI Africa teams, with an emphasis on the following primary functions:

Accounting

• Review, enhance and adapt existing accounting policies and procedures.
• Establish internal controls to safeguard assets and ensure financial integrity.
• Develop guidelines for cash flow management and liquidity planning.

Grants and Contracts

• Co-develop a comprehensive grant management framework, including application, evaluation, disbursement, monitoring, and reporting processes.
• Adapt exiting and create, when needed, templates and tools for due diligence, grant budgeting, contracting, financial reporting, and compliance monitoring.
• Establish a project grievances and complaints mechanism, including a hotline.

Finance Management

• Develop financial management procedures, including budgeting, accounting, and reporting.
• Enhance internal controls and establish guidelines for financial transactions and liquidity management.

Information Technology

• Develop procedures for the tools and systems to support financial and grant management (e.g., Salesforce, Docusign, Airtable, Monday.com) to ensure efficient processes.
• Ensure IT systems are secure and comply with data protection regulations.

Human Resources + Safety and Security

• Develop HR policies and procedures, including recruitment, performance management, and staff development.
• Develop guidelines and procedures to ensure the safety and security of staff and assets.
• Establish emergency response plans and protocols.

Risk Management:

• Develop a risk management framework to identify, assess, and mitigate potential risks to the Foundation’s operations.
• Establish procedures for regular risk assessment and management, including financial, operational, and strategic risks.
• Create tools for risk monitoring and reporting.

Sustainability

• Develop policies and procedures to ensure the sustainability of operations.
• Integrate environmental considerations into all aspects of the foundation’s operations

Requirements
Prospective vendors should submit or have the following competencies at a minimum:

• At least 10 years of proven experience in developing operational frameworks for foundations or similar organizations.
• Strong knowledge of financial management, grant management, organizational development, and risk management.
• Experience working with international organizations and understanding of donor requirements.
• Ability to work collaboratively with diverse teams and incorporate feedback.
• Excellent communication and reporting skills.
• Knowledge of landscape restoration, conservation or natural resources management will be an advantage.