Senior Advisor: Strategic Partnerships and Resource Mobilization

TERMS OF REFERENCE



Senior Advisor: Strategic Partnerships and Resource Mobilization



1. Introduction

The Eastern and Southern African Trade and Development Bank, commonly known as the PTA Bank, is a development financial institution established as part of the common Market for Eastern and southern Africa ( COMESA ) economic arrangements. The Bank’s objective is to provide short and medium term finance to support viable projects and trade finance activities in member states.

Over the last five years, however, the institution has recorded strong growth and exceeded, by a wide margin, the growth targets set out in its 2008- 2012 Corporate Plan. As a result of this growth, and given the promise of the Bank, in 2011, the Bank’s existing shareholders participated in a general capital increase, raising the Bank’s level of shareholder equity and funds. This has set the stage for further growth, and a new five year corporate plan.

An initial internal review was carried out during the first quarter of 2012, and an outline of key strategic directions and initiatives, including internal capacity building, were discussed at the levels of management and the board of directors. The board considered and approved an initial set of key strategic directions and a roadmap for corporate strategy formulation, planning and capacity development, together with a special purpose budget for 2012.

The initial strategic directions and a budget was approved along with a new Partnership Agreement with Agence Francaise De Development (AFD), which is providing PTA Bank with a technical assistance and capacity building grant, part of which will co-fund an institutional review and study on options and scenarios for expanding and deepening the Bank’s value proposition in the next five year plan period.

An important stream of strategic work to be undertaken involves strategic outreach to additional shareholders, both states and institutions. The Bank is targeting a number of COMESA and non-COMESA countries, as well as development finance institutions, commercial banks and central banks. Another stream concerns outreach to strategic regional institutions, donors and development institutions for consideration of PTA Bank as a ‘fund manager and agent’ to house and manage special purpose investment funds for the COMESA region, alongside the Bank’s shareholder capital, lines of credit and capital market funds.

Toward this end, the President will be embarking on a partnership expansion and prospective shareholder mobilization working closely with the Director of Finance. In addition, however, the technical and advisory assistance of a specialized human

resource is required to support relationship building, preparation of documentation, generation and follow up of correspondence and other communication in support of high level outreach and engagement. This will be undertaken alongside the corporate strategy, planning and capacitation exercise to expand the Bank’s resources and value proposition in the next five year plan period. The Senior Advisor will form part of a new Planning and Strategic Initiatives Coordination Unit that is being established to support and facilitate institutional strengthening, capital raising and improved credit ratings.

2. Establishment of a Planning and Strategic Initiatives Coordination Unit (PSU)

PTA Bank is a lean organisation, with no dedicated capacity for corporate and strategic planning and the coordination and championing of strategic initiatives. Existing management and staff capacity is centred on delivering development finance products and services to customers and running core organisational functions, which has served the Bank very well.

The Bank’s historically high level of business fully consumes the Bank’s operational capacity. The rapid growth of operations have also heavily drawn the capacity of the core functional departments, especially where legal, finance and risk are concerned. Similarly, the capacity of the human resources and administration department is heavily consumed by the high demands of the two regional operational centres, particularly the young and growing regional office in Zimbabwe; both offices do not have dedicated management capacity, and the workload is particularly high given the complexity and administrative pressure of purchasing new permanent physical premises in both regional offices, over and above the pressures of recruitment and bank-wide administration activities.

It is evident that the Bank’s leadership and management are heavily consumed by day-to-day management and operational activities, and have limited capacity to drive, coordinate and support strategy development, planning and the implementation of strategic initiatives. Accordingly, the Presidency, based on the budget approved for this purpose, is establishing a temporary Planning and Strategic Initiatives Coordination Unit (PSU) that will serve as a temporary corporate secretariat to drive and support strategy development and coordinate planning and cross-cutting special initiatives across all departments. Such dedicated capacity in this respect is a common feature of the organizational structures of all well-established development finance institutions in Africa and world-wide.

The unit/secretariat will coordinate, co-develop and support the implementation of strategic initiatives, working closely with the management team, among others, facilitating internal and external engagements with key stakeholders and partners. Examples of special initiatives will include the development of a strategic performance management system (linked to a balanced scorecard instrument); and strategic outreach and engagements with prospective state and institutional shareholders and funders from southern Africa, Europe, Asia and Latin America.

The unit/secretariat will coordinate, co-develop and support the implementation of strategic initiatives, working closely with the management team, among others, facilitating internal and external engagements with key stakeholders and partners. A key initiative will be a strategic outreach drive to expand and deepen current partnerships, special purpose funds, and prospective shareholders from southern and north Africa, the middle east, Europe, Asia and Latin America. Toward this end, a senior advisor is required for the PSU to support this initiative.


3. Role, Responsibilities and Deliverables of the Senior Advisor: Strategic Partnerships and Resource Mobilisation

The role of the senior advisor will be to work closely with the President and the Director of Finance to advise and support the mobilisation of strategic partners, funders and prospective shareholders, as well as other Directors on co-financing and business development opportunities.

Responsibilities and duties, in this collaborative undertaking, will be to work with the leadership and management team as follows:

• Developing and supporting the implementation of a strategy and programme for partnership building, resource mobilisation and stakeholder management;
• Advise, establish, facilitate and foster strategic and stakeholder relationships for the bank
• Initiate, facilitate and follow up engagements with pension funds, sovereign wealth funds, bilateral donors/DFIs, multilateral organizations, private foundations/family offices with a view to more effective resource mobilisation;

• Actively participate in DFI and donor communities/forums for resource mobilization and mandates for the Bank to manage special purpose trusts and funds. In this regard, obtain intelligence on current and emerging funding opportunities and provide analysis and research on DFI’s, IFI’s, funds, donors [including private sector donors],

• Facilitate and coordinate the negotiation and formalization of institutional partnerships and cooperative arrangements with development partners worldwide through Partnership and Technical Cooperation Agreements;
• Prepare briefs and inputs for strategic engagements, and the development of proposals to funds/donors/IFI’s/etc. Participate in bids to obtain mandates to manage relevant funds and programmes that link into the work of the Bank;

• Advise and coordinate donor-sponsored secondment and technical assistance programmes for the bank’;
• Facilitate the establishment of structured co-financing arrangements with major co-financiers for investment projects;
• Liaise with key stakeholders and partners on behalf of the bank;
• Facilitate the Bank’s engagement with new and existing networks to leverage prospective partners, funders, investors and donors, and to support business development and strategic marketing. Coordinate and prepare the Bank for high-level partnerships events, consultative meetings and missions with key strategic partners;

Deliverables:

a) a partnerships, resource mobilization and stakeholder management strategy and engagement programme;
b) draft partnership concept papers/notes, and MOUs/agreements;

c) prepared/refined presentations for engagement with partners, stakeholders and prospective shareholders;
d) aide memoires, agendas and itineraries for high level/strategic meetings and workshops;

e) advisory/concept notes with expert analysis and strategic intelligence/knowledge on partnership and resource mobilisation opportunities;
f) periodic status reports on the Bank’s partnership building and stakeholder engagement;

Qualification and Experiential Requirements:

 Masters degree in a relevant field, such as an MBA, international relations/business/development;

 10 - 12 years working experience, ideally in development finance and development funding with hands-on experience in resource mobilization, lobbying, consulting (internal or external) and funds management in the region;

 Strong regional and global networks and demonstrated achievements in mobilizing funds and partnerships in the development finance industry;

• International experience and demonstrated ability to work in a multi-national and multi-cultural environment, in successful collaboration with international development finance and management consulting institutions.

Competency Requirements :

• Strong relationship management and strategic marketing/lobbying skills;

• Strong established networks and relationships with co-financiers and stakeholders relevant to PTA Bank;
• Trust fund/donor fund management skills;
• Strong analytical skills and computer software (excel, power point etc) skills;
• Strong writing and communication skills;
• Inter-personal and inter-cultural skills.

Reporting Lines and Working Arrangements

The senior advisor will work closely with the Bank’s Management Team, notably the Director for Finance, and report directly to the President, or his designate.

Time Frame

The consultancy is for a 12 month period. The consultant must be available to start at the earliest possible time, no later than 1st July 2012.

Consultancy Fees

Consultancy fees will be negotiated taking into account the experience and background of the consultant, and internal PTA Bank policies/benchmarks. The fees will be structured on a lump sum basis, payable monthly, on a cost-to-company basis.

For inquiries, please contact : kifle.hamza@ptabank.org

Applications should be sent to the following address by 25th May, 2012:

Office of the President / CEO
The Eastern and Southern African Trade and Development Bank (PTA Bank) Bishop’s Road, NSSF Complex 22nd Floor

P. O. Box 48596 00-100 Nairobi

KENYA
Senior Advisor: Strategic Partnerships and Resource Mobilization Senior Advisor: Strategic Partnerships and Resource Mobilization Reviewed by Unknown on 3:43:00 AM Rating: 5

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