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Cash 101: Cash and Voucher Assistance Explained

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CALP consultancy

Lead Trainer/Co-facilitator for the Mongolia Cash Working Group Learning Event

Deadline: 21 April 2024

Organisation: CALP Network

Ulaanbaatar, Mongolia

The event is comprised of two parts:
Part 1: CVA Lessons Learned Workshop
7th June 2024, Friday

Part 2: Core CVA Skills for Programme Staff Training
10th to 14th June 2024, Monday to Friday

Responsible Manager: Deputy Regional Representative, Asia Pacific

Additional Management Support: Learning Delivery Lead

Consultancy Duration: 12 days

Timeframe: June 2024

Location: Ulaanbaatar, Mongolia

CALP is a dynamic global network of over 90 organizations engaged in the critical areas of policy, practice and research in humanitarian cash and voucher assistance (CVA) and financial assistance more broadly. Collectively, CALP members deliver the vast majority of humanitarian CVA worldwide.

What makes CALP unique is its diversity. CALP members currently include local and international non-governmental organizations, United Nations agencies, the Red Cross/Crescent Movement, donors, specialist social innovation, technology and financial services companies, researchers and academics, and individual practitioners.

Together we seek to better meet the needs and improve the outcomes for people affected by crisis. To do this we ensure that CVA is a central, scalable component of quality, timely and appropriate humanitarian assistance, and that the need to sustain positive outcomes for people over the longer term is considered.

We envision a future where people are enabled to overcome crises with dignity, by exercising choice and their right to self-determination. This helps to sustain their well-being over time.

To do this we catalyze the power, knowledge and capacities of our diverse global network, alongside other local, national, regional, and global actors, all of whom are seeking to secure better outcomes for people living in crisis contexts. Our role as a collective is to generate
alignment in the approaches and actions of those within and across our network, to help optimize the quality and scale of humanitarian CVA.

Context for the work
An essential part of CALP’s commitments in 2024 includes supporting the learning and development of Cash Working Groups (CWG), particularly those newly established such as the CWG in Mongolia. Prior to reading this Terms of Reference (ToR) further, please review this CONCEPT NOTE (as attached) to understand the concept behind the planned learning event, which is co-organized with the Mongolia CWG.

CALP is looking for a consultant – must be CALP-certified trainer – to co-lead the lessons learned workshop together with the CWG co-chairs and to lead the delivery of the face-to-face Core CVA Skills for Programme Staff. There’s no clear-cut information yet as to the composition of participants of the learning workshop and the training, but these dovetailed events intend to gather those involved in the CVA programs from diverse organizations that are members of the Mongolia CWG.

Primary Objective of the Consultancy
The main objective of this consultancy is that preparation, delivery and reporting on the above lessons learned workshop and training course are carried out.

Specific Objectives
1. To prepare, co-deliver, and co-lead the report writing for the lessons learned workshop.
2. To prepare for the training course and make adjustments to training materials according to context.
3. To facilitate the training as a lead trainer.
4. To collaborate with the co-facilitator/s during the planning, delivery, and evaluation of the course.
5. To debrief and provide written feedback to CALP on the delivery of the course and how future run of this course could be improved.
6. To observe and provide feedback and recommendations to the co-facilitators who are seeking their CALP-certification.


Below are the activities and indicative number of days for the lessons learned workshop and training which shall take place in Ulaanbaatar, Mongolia.


Activities Days Deliverables/Notes
Preparation for Lessons Learned Workshop (1 day)

Preparation for the lessons learned workshop



Facilitation agenda finalised and appropriate
Preparation for the Training (3 days)

·       Preparation for course delivery and making adjustments to training materials according to context;

·       Coordinating with co-facilitators in the allocation of roles and session delivery responsibilities; and

·       Coordinating with the country CWG and CALP teams.

session materials printed/prepared
Facilitation for Lessons Learned Workshop (1 day)

·       Co-lead the workshop with the CWG co-chairs or regional co-chairs


Facilitation for the Training (5 days)

·       Leadership and direction on facilitation roles between lead and co-facilitators, including division of labour for modules, activities, classroom management, etc.

·       Delivery of the five-day, face-to-face course

·       Facilitate full sessions as planned with the co- facilitators

·       Observe and provide feedback and recommendations to each of the co-facilitators using the Trainer Observation and Feedback form. The two co-facilitators are eyeing their CALP- certification.

·       Provide support during other sessions and activities, as necessary.











High quality delivery of 5- day Core Programmes course
Evaluation and reporting

·       Writing of the lessons learned workshop report


Evaluation and reporting

·       Lead the course debriefing with the co-facilitators and the CALP team (when necessary), including a review of participant evaluation forms

·       Preparation and submission of a full training report where findings, recommendations, and lessons learned should be presented.

·       Preparation and submission of the trainer observation and feedback form to CALP teams.







Evaluation Training report

Trainer observation and feedback form for each of the two (2) co-facilitators.

Travel 1
Total number of consultant days 12 Invoice, Timesheet,

Receipts, Deliverables

During the delivery of this course, it is expected that the lead trainer and co-facilitators will communicate regularly with CALP’s regional and learning teams.

Key Deliverables/Outputs
The following outputs will be expected under this consultancy:
1. Delivery and written report of the lessons learned workshop
2. Delivery of a high-quality training course, using CALP training materials – contextualizing materials as appropriate to the setting and participants.
3. Evaluation feedback and training report inputs: Written feedback and
recommendations to inform a brief training report.
4. Trainer observation and feedback form for each of the two (2) co-facilitators.

Time Schedule & Project Duration
The lessons learned workshop will take place first on 7th June, and the training will take place in the following week on the 10th to 14th June 2024 in Ulaanbataar, Mongolia. All activities of this consultancy are expected to be completed by maximum 12th July 2024.

This piece of work is commissioned by USAID on behalf of the CALP Network. The Asia Pacific Deputy Regional Representative will work with the consultant, with the support of the Learning Delivery Lead.

Milestones & Payment Schedule
Payment will be made in line with the milestones and deadlines for key project deliverables as follows:
100% payment on completion of the lessons learned workshop and course and delivery of the training report and trainer observation and feedback form.

Essential profile of the consultant
For this piece of work, CALP is looking for the following expertise:
• The consultant must have experience facilitating and documenting a lessons learned workshop.
• The lead trainer must be CALP-certified to deliver the Core CVA Skills for Programme Staff course. He or she should have ideally delivered the flagship course.
• Demonstrated experience in training course delivery, especially with CVA course content, and is approved by CALP to certify new potential trainers.
• Proven experience of delivering high quality training and learning events related to CVA programming.
• Strong experience and understanding of issues and good practices regarding CVA and, preferably, experience in Mongolia and Asia region.
• Substantial knowledge and experience in capacity building: adult learning methodological approaches and tools and strong skills in facilitation; designing trainings; collecting and analyzing secondary information; conducting surveys, consultations and key informant interviews; synthesizing qualitative and quantitative information; and evaluating training impact.
• Strong interactive facilitation skills and an adaptive, dynamic instructional approach to ensure learning remains tailored to evolving discussions and questions.
• Knowledge and work experience of the ways of working of humanitarian NGOs (local and international), state actors (e.g. National Disaster Management Authorities and social welfare departments), UN agencies, and private sector actors (e.g. financial service providers).
• The ability to communicate technical subject matter (in oral and written form) to people with varying technical knowledge/skills and from different educational and cultural backgrounds.
The consultant shall be responsible for processing the travel requirements to enter Mongolia. CALP and the CWG may be able to extend some support.

Evaluation Criteria
The proposal will be evaluated according to the following:
• Cost/financial proposal: 20%
• Technical proposal: 70%, focusing on:
o Demonstrated experience of facilitating a lessons learned workshop.
o As a CALP-certified trainer, has previous experience in delivering CALP
courses, particularly the Core CVA Skills for Programme Staff Training course; kindly list the three most recent Core CVA Skills for Programme Staff training that you led/supported facilitating;
o Previous experience of working with co-facilitators that are eyeing for CALP certification; should have experienced observing and providing feedback and recommendations to co-facilitators that are eyeing for certification.
o Strong experiences and understanding of CVA issues and best practices in Mongolia or Asia region; must have knowledge and work experience of the ways of working of humanitarian NGOs (local and international), state actors (e.g. National Disaster Management Authorities and social welfare departments), UN agencies, and private sector actors (e.g. financial service providers).
o Have experienced and/or supported CVA programming.
• Feedback of previous training participants: 10%
o The proposal must include the feedback from the previous training
participants on how you managed/led/supported the training.

Application process
The consultants should send their most updated CV and technical and financial proposals (max. four pages) to and by 11:59PM Manila time on 21st April 2024 with the subject line: “Mongolia CWG Learning Event.”

The proposals should provide details of the workplan, daily rate, travel expenses (airfare), meals and incidentals, and anticipated bank fees in USD.

Any additional clarifications on the consultancy should be addressed to and


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