USAID Consultancy: Business Development Scoping Study

  • Mid-level, Short-term contract assignment
  • Posted on 30 July 2018
  • Washington, D.C., District of Columbia, United States | New York City, New York, United States
  • Closing on 29 August 2018
  • Current

Job Description

WaterAid is the #1 international nonprofit exclusively focused on clean water, hygiene and sanitation. To advance our goal of ensuring access to WASH for everyone, everywhere by 2030, WaterAid America (WAA), a Member of the WaterAid global federation, is seeking a senior consultant with deep knowledge of USAID programming, processes and funding mechanisms to produce a Business Development Scoping Study.

Specifically, WaterAid’s international leadership will utilize the Study to assess USAID with respect to our ambitious goal of ensuring access to WASH for everyone, everywhere through our strategy of significantly increasing restricted income. WaterAid expects the consultancy to develop a map of USAID as a donor and use their expertise to detail the implications of choosing to position ourselves as a partner of choice.

The consultancy will be managed by WaterAid America (with offices in New York and Washington, DC), with support from the WaterAid UK’s Director of Institutional Fundraising and Partnerships.

Qualified applicants are invited to email their CV, at least two references, and a cover letter describing similar work to by 31 August 2018.

About the Organization

Context and Purpose

WaterAid is a global federation, comprised of seven members: Australia, Canada, India, Japan, Sweden, the United Kingdom and the United States[1].

Globally, WaterAid has a long history of support from members of the public and corporate donors. It also has a modest portfolio of private foundations, bilateral, and multilateral donor support, including from USAID. The federation has ambitions to increase its portfolio of institutional[2] partnerships, and grow its global income, to achieve its global strategy and vision.

WaterAid America[3] is a major contributor to the Federation in terms of influence and financial support from USAID, and private and corporate foundations. WaterAid America recognizes the potential of USAID partnership in terms of fundraising but also regarding influencing significant global development programs. At this time, WaterAid seeks to assess the pros and cons of more active and intentional pursuit of USAID funding and the implications of how we might grow that funding.

This consultancy work will help inform whether or not USAID should be a larger part of our strategy to achieve our ambition of significantly increasing restricted income. WaterAid needs a more detailed map of USAID as a donor and be clear on the implications of choosing to position ourselves as a partner of choice.

Scope of work

This study will identify;

  1. Key funding mechanisms of USAID (grants, contracts, Grand Challenges, innovation funds, OFDA/humanitarian funds etc.)
    • What they are
    • How they work
    • What sectors are supported by each (sectors relevant to the scope of this study)
    • Recommendations for the type(s) of funding mechanisms WaterAid might prioritize (aligned directly to the rest of the report)
  2. Key opportunities provided by—and barriers created by—USAID policies and strategies, which govern USAID’s overseas investments
    • USAID Water and Development Plan for WaterAid support, including those that require investments outside the Water Office
    • Other USAID strategies and policies relevant to WaterAid’s Global Strategy, funding priorities, and campaigns, potentially including but not limited to the Multi-Sectoral Nutrition Strategy, the basic education strategy, the Women’s Equality and Female Empowerment Policy, the Global Food Security and Agriculture Strategy and more
  1. The potential USAID market and how best to unlock funding for the Federation
    • USAID market - WASH and other integrated development themes (health[4] (MNCH, nutrition, NTDs), gender, education, livelihoods etc.) corresponding to those with the most strategic or sizeable opportunities identified in Part 1; and indicative potential volume
    • Alignment with WaterAid (strategies, global and regional priorities, countries, ambition, capacity)
    • Potential program areas, alignment with WA global strategy, relevant sector strategies and funding trends and the largest primes in each sector recommended. Analysis should include
      a) specific recommendations for specific program areas we should prioritize based on WaterAid’s alignment with our strategy, USAID’s relevant sector strategies, existing funding for that sector and funding trends
      b) what WaterAid would contribute (e.g. WASH within a health systems strengthening bid or IPC in a maternal health program etc.)
      c) the largest primes and most suitable partners in each area. This section should be supported by a graphic showing alignment between WaterAid and USAID – geographies, priority areas, and funding
  1. Recommended engagement strategy and likely partners as WaterAid is unlikely to prime
    • INGO, private sector, academic institution partners; what they require, what their expertise are, what types of partners usually join their consortia in specific sectors of interest
    • Requirements for INGOs/NGOs to be an attractive subcontractor of choice to access funding at WAA HQ and in country
  1. WaterAid capacity development recommendations for receiving increased USAID funding
    • Staffing implications
    • Responding to USAID systems requirements including NICRA, insurance, legal, M&E, Financial Reporting, Environmental Review
    • Main compliance risks (insurance, procurement, timesheets, etc.) and how to mitigate
      • Protecting Life in Global Health Assistance (aka Global Gag Rule) context and applicability to above recommendations
  1. Experience of similar INGOs and their overall approach or lessons learned on opening up and growing new business from USAID.
    • Lessons from WaterAid’s experience with USAID to date
    • Experience from similar INGOs
    • Broad recommendations as to what WaterAid’s approach to USAID Business should focus on, including human resourcing
Expected outputs

A report and executive summary PowerPoint presentation addressing the above numbered scope of work

  1. The report should be no more than 20 pages plus annexes, references and links – based on the above bullet point titles plus an executive summary
  2. The accompanying PowerPoint executive summary can be up to 20 slides with brief large font bullet points (accompanied with well referenced notes) and diagrams

An external consultant will undertake the scoping study, utilizing their existing expert knowledge of USAID supplemented by desk-based research and interviews with INGOs who have undertaken a similar process.


Up to twelve days. Time allocation will be up to the consultant but is likely to include;

  • Preparation, detailed discussion and briefing with WaterAid (1 day)
  • Desk research (3 days)
  • Interviews and case study (4 days)
  • Write up (2 days)
  • Presentation, discussion and incorporating minor feedback (2 days)

The consultancy will be managed by WaterAid America with support from the WA UK Director of Institutional Fundraising and partnerships.

Consultant Profile and Experience
  • Deep knowledge of USAID programs and requirements
  • Has undertaken similar work previously
  • Understands international NGO landscape
  • Excellent written and verbal presentation skills


[2] In this TOR, “institutional” refers to restricted funding from private foundations, bilaterals and multilaterals.


[4] WaterAid access to health funding is limited due to the Mexico City Policy, also known as the “global gag rule.”

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