Job Advert: Consultant for Developing Internal Lending and Savings Schemes (ISALS) Tracking Portfolio Tool Position: Consultant – ISALS Portfolio Tracking Tool Development Duration: One month (with possibility of extension) Application Deadline: 26/11/24
Brief about the Organization: A Women’s Rights Organisation committed to enhancing the management and monitoring of its members’ Internal Savings and Lending Schemes (ISALs) is seeking a highly qualified consultant to develop an ISALs portfolio tracking tool. The ISALs model is a community-driven initiative aimed at improving access to financial services, building financial literacy, and supporting small-scale savings and loan activities within target populations.
Consultant Role Overview: The organisation is seeking a highly skilled and motivated consultant to design, develop, and implement a tailored tool for tracking and managing Internal Savings and Lending Schemes (ISALS). The tool should provide an intuitive and user-friendly interface that will allow for the easy monitoring of financial transactions, loan repayments, savings balances, and other key metrics related to internal lending and savings schemes. The consultant will collaborate with key stakeholders within the organization to gather requirements, understand user needs, and deliver a robust system that ensures accuracy, transparency, and efficiency.
Duties and Responsibilities
Objective The overall objective of this consultancy is to develop a user-friendly ISALs Portfolio Tracking Tool that will enable organisation staff to: ✓ Efficiently track the performance of individual and group ISALs. ✓ Monitor savings and loan disbursements and repayments. ✓ Generate reports on key performance indicators (KPIs). ✓ Provide insights for informed decision-making and program management ✓ The tool should streamline portfolio management and enhance data accuracy, accessibility, and reporting capabilities. Scope of Work The consultant will be responsible for the following tasks: ✓ Needs Assessment and Requirement Gathering: ✓ Conduct interviews and consultations with key stakeholders (e.g., program managers, field staff, and ISAL group representatives) to gather detailed requirements and understand the information needs. ✓ Design of the ISALs Portfolio Tracking Tool ✓ Based on the requirements, design a tool that meets the specific needs of tracking ISAL portfolios. The design should ensure ease of use, data integrity, and scalability
Development of the Tool: ✓ Develop the ISALs tracking tool, which may be a software application, database, or a combination of both. The tool should be compatible with both desktop and mobile devices for ease of access. ✓ Ensure the tool is customizable to accommodate different ISAL groups, geographic locations, and programmatic changes. ✓ Ensure data security protocols are in place, particularly for sensitive financial information. ✓ Testing and Refinement: ✓ Test the tool for functionality, usability, and performance. ✓ Conduct user feedback sessions and make necessary adjustments to ensure the tool is user-friendly.
Qualifications and Experience
relevant qualifications
How to Apply
Application Process Interested consultants should submit the following: -A cover letter outlining their experience and suitability for the assignment -A detailed CV or company profile. -A technical proposal, including an approach and methodology for the development of the ISALs portfolio tracking tool. -A financial proposal outlining the consultancy fee. -Interested applicants should send their proposals to [email protected] by the 26 th of November 2024, COB -Only shortlisted applicants may be asked to prepare a brief presentation for discussion and clarification -Any submission after the given date will not be considered.
