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Request for Proposals – AFOA Canada Indigenous Financial Wellness Training
Request for Proposals
AFOA Canada Indigenous Financial
The purpose of this project is to support collaboration between the United Way East Ontario (UWEO) and the AFOA Canada (AFOA) for the development of Financial Wellness training session, to build the financial literacy skills of the UWEO’s clientele and other local Indigenous organizations’ clientele.
The project tasks are to help Indigenous families who take part in services and programs with the Greater Ottawa Area (outlined by UWEO’s geography), that include both Mainstream and Indigenous organizations to achieve financial health and wellness through financial literacy training.
The Project Tasks are:
To help Indigenous families who take part in services and programs within the Greater Ottawa Area (GOA) that include both Mainstream and Indigenous organizations to achieve financial health and wellness through financial literacy training.
The Project Goals/Objectives are:
- The participant will make informed financial decisions that will help set short-term and long-term goals.
- The participant will track both regular incomes, spending and bills to create a monthly budget plan.
- The participant will be empowered to minimize the severity and number of instances with debt, fraud, high-interest loans.
- The participant will learn about the importance of tax filing and the benefits/credits that come with it.
- The trainers will learn about Indigenous Financial Wellness Training and what it entails and how to facilitate the workshops.
- The trainers will demonstrate an understanding of how to facilitate the learning activities.
- The workshops will use Indigenous Financial Wellness modules to help the Indigenous participants survive and thrive in their respective communities throughout the Greater Ottawa Area (GOA).
- The modules will help Mainstream organizations learn about the nuances that Indigenous people face in an urban setting.
This project will begin on June 5, 2020 and be completed by July 15, 2020.
3.0 SCOPE OF WORK
The deliverables for this project include the following:
- Develop and/or identify an Indigenous Financial Wellness Curriculum using a family-centered approach for participants for in-person and online delivery and AFOA Canada will provide the following templates:
- Introduction – with the agenda and workshop learning objectives
- Notes – includes course content covered
- Assignments – the four opportunities to practice the materials they are learning about – all assignments must relate directly to the workshop objectives.
- Solutions – outlines the Task given in the Assignment and includes possible answers
- PowerPoint Slides
- Facilitator Guide
- Develop 2-day training materials for the trainers for in-person and online delivery (using AFOA Canada templates)
- Prepare materials for publishing, printing and e-copies of training materials
Joint proposals from multiple consultants are welcomed, although any project agreement will be made between AFOA and a single lead entity or fiscal agent.
5.0 PROPOSAL PROCESS AND TIMELINE
Proposals must be submitted by e-mail to Sara Roundpoint at email@example.com no later than May 29, 2020 at 5:00 PM (EDT).
6.0 AFOA’s SCOPE OF WORK
AFOA will assign a project manager to work closely with the consultant. AFOA will pay and coordinate translation services for workshop materials. Further to the delivery dates, the consultant will deliver a memory stick containing the completed workshop materials.
Please note that all materials will be the exclusive property of AFOA. Contractors should account for any costs attendant to the conveyance of all rights in perpetuity.
8.0 PROJECT COST
All costs must be itemized and include an explanation of all fees and costs.
9.0 PROPOSAL REQUIREMENTS
Proposals will be accepted only in the form of electronic files attached to a transmittal message that is e-mailed to firstname.lastname@example.org. The following documents should be attached to the electronic submission:
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