TERMS OF REFERENCE

RFQ-JOAMM-25-0157

Excel Training for Individuals in Oxfam Jordan

Oxfam is a global movement of people who are fighting inequality to end poverty and injustice. Across regions, from the local to the global, we work with people to bring change that lasts.

1.BACKGROUND AND CONTEXT

Oxfam has been active in Jordan since the 1990s, working with local partners to promote a future where women and youth can reach their full potential. Through humanitarian assistance for Syrian refugees and vulnerable Jordanians, Oxfam addresses urgent needs while driving long-term solutions to the socio-economic challenges faced by Jordan’s most vulnerable communities. Our efforts are grounded in building community resilience and using evidence from our projects to advocate for change at the policy level.

Following a recent Training Needs Assessment Survey, we have identified priority areas for Oxfam staff development. To bring this plan to life, we are seeking experienced training providers who can deliver high-quality and impactful training programs across these key areas, helping us strengthen our team and maximize our efficiencies.

2.SPECIFICATION OF Excel Training REQUIRED

The objective of this training is to enhance the Microsoft Excel skills and data management capacity of our team. A total of 16 staff members have expressed interest in participating. As their current proficiency levels vary and have not yet been formally assessed, participants will be required to complete a pre-training assessment or placement test to determine the appropriate learning level and grouping.

The selected training provider will be responsible for designing and delivering tailored Excel training for our staff. The training should be practical, hands-on, and relevant to Oxfam Jordan’s humanitarian and development work, with a focus on real-life applications such as data analysis, reporting, budgeting, tracking, and monitoring. The training should include both pre- and post-assessments to measure progress and learning outcomes.

If the supplier wishes to propose modifications to the specification (which may provide a better way to achieve Oxfam’s objectives), these must be submitted as an alternative offer in a separate letter accompanying the main proposal. Oxfam is under no obligation to accept alternative offers.

Excel Training:

Pre-Training Assessment:

Conduct a placement test to assess the Excel proficiency of the 16 staff members assigned to the course. Followed by grading and a detailed evaluation report to tailor the training content to participants’ skill levels.


Scope & Key Topics:

• Understanding the Excel interface and data organization
• Data entry, formatting, and validation
• Data cleaning and preparation (sorting, filtering, removing duplicates)
• Working with formulas and functions (SUM, IF, VLOOKUP, XLOOKUP, etc.)
• Using tables, PivotTables, and PivotCharts for data analysis
• Creating and formatting charts and visuals
• Basic data management and protection (data validation, locking cells)
• Practical exercises using Oxfam-relevant datasets (programmatic or financial data)
  
   
• Expected Outcomes:
   
• Staff can confidently handle, clean, and analyse data in Excel
• Improved understanding of data structures and analytical workflows
• Enhanced ability to summarize and visualize data for reporting
• Stronger foundation to progress into Power BI and advanced analytics

3.TIMEFRAME AND PAYMENT SCHEDULE

Remuneration is based on submission of final deliverables according to the schedule below.