HFH Country and Location	Makati City, Philippines
Consultancy duration	The duration is one month, with a possible extension depending on the completion of deliverables.

 

I.               Background

Habitat for Humanity Philippines Foundation, Inc. (Habitat) is a non-governmental organization (NGO) dedicated to providing decent, affordable housing to underprivileged communities. Given recent tax-related concerns, including compliance with the Bureau of Internal Revenue (BIR) regulations, VAT implications, and potential tax liabilities, Habitat seeks to engage a qualified Tax Consultant to provide professional guidance and support.

 

II.             Objectives

The primary objective of this engagement is to seek expert advice on tax and VAT matters to ensure compliance with relevant tax laws while minimizing financial liabilities. The consultant will: ·       Assess tax and VAT implications of Habitat’s transactions, particularly on property sales and donations. ·       Provide guidance on tax compliance and potential exemptions applicable to NGOs. ·       Assist in the preparation of necessary documentation and reports for BIR. ·       Recommend best practices to mitigate tax and vat risks and ensure compliance. ·       Advise on structuring financial transactions to optimize tax and vat efficiency.

 

III.           Scope of Work

The consultant will be responsible for the following tasks: A. Tax and VAT Assessment 1.      Review and analyze the BIR letter regarding tax and VAT assessments on property sales. 2.      Evaluate potential tax exposures related to past and future transactions. 3.      Provide recommendations on how to address existing tax liabilities and minimize future risks.   B. Regulatory Compliance and Advisory 1.      Review Habitat’s current tax compliance status and identify gaps. 2.      Provide guidance on NGO tax exemptions, including requirements and application processes. 3.      Assist in addressing BIR inquiries and responding to tax assessments. 4.      Recommend necessary changes in Habitat’s financial policies and procedures to ensure compliance.   C. Documentation and Reporting 1.      Assist in preparing responses to BIR, including justifications for exemptions and tax treatments. 2.      Review and guide the filing of tax and VAT returns as required by law. 3.      Provide a detailed report summarizing findings, recommendations, and next steps.

 

IV.           Deliverables and Timeline

The consultant is expected to deliver the following:     Deliverable Expected Completion Date Initial tax compliance assessment report Within 5 days of engagement Review of BIR tax assessment and recommendations Within 10 days of engagement after getting an assessment from BIR Drafting and submission of response to BIR Within 10 days of engagement Guidance on tax exemption applications Ongoing as needed Final report with recommendations By the end of the engagement period (1 month)

 

V.             Reporting and Coordination

The consultant will report directly to Habitat’s Finance Team and work closely with the National Director, and Legal Team. Regular updates and meetings will be scheduled to review progress and address concerns.

 

VI.           Qualifications and Experience

The ideal Tax Consultant/Firms should have: ·       At least 10 years of experience in Philippine tax laws, particularly on NGOs and real estate transactions. ·       Relevant practical experience/knowledge in application of tax laws to socialized housing compliance ·       Strong knowledge of BIR regulations, VAT compliance, and tax exemption procedures. ·       Experience in dealing with tax audits and BIR assessments. ·       A track record of assisting NGOs in tax planning and compliance. ·       Preferably a Certified Public Accountant (CPA) or tax lawyer with relevant experience.

 

VII.         Administration

Duration of the study   The engagement period will be for (1) one month, with the possibility of extension based on needs for completion of the deliverables and consultant performance.     Tax arrangements:   The total cost of the consultancy services should be inclusive of all applicable taxes to be paid by the consultant.     Submission requirements:   Interested consultants/firms are requested to submit:  ·       A technical proposal detailing their approach, methodology, and timeline. ·       A financial proposal indicating the expected consultancy fee. ·       A CV or company profile highlighting relevant experience and qualifications. ·       References from past engagements, preferably with NGOs.         Application procedures:   Submit applications and the required documents to procurement@habitat.org.ph on or before 3:00PM of March 21, 2025.   Budget and payment terms:   The consultant’s fees will be negotiated based on experience, expertise, and scope of work. Payments will be structured as follows: ·       30% upon contract signing ·       30% upon submission of the initial assessment report and BIR response draft ·       40% upon completion of final report and recommendations

 

VIII.       Ethical Standards and Intellectual Property

HFH requires that all its contractors take seriously their ethical responsibilities to safeguard our intended beneficiaries, their communities, and all those with whom we work. Managers at all levels have responsibilities to support and develop systems that create and maintain an environment that prevents harassment, sexual exploitation, and abuse, safeguards the rights of beneficiaries and community members (especially children), and promotes the implementation of Habitat for Humanity’s code of conduct.   Throughout the services, the consultants are expected to adhere to the HFH Code of Conduct including the Safeguarding Policy, ensuring that all measures are taken to protect the rights, safety, and welfare of the individuals and communities involved. The consultants should guarantee that the analysis is technically accurate and reliable and is conducted transparently and impartially. All products resulting from this analysis will be owned by HFH. The consultants will not be allowed, without prior authorization in writing, to present any of the results or use any product resulting from the analysis as his or her own or for private publication purposes.

 

 

Terms of Reference for Assessments, Evaluations, and Research Habitat for Humanity
Project Title	End-of-Project Evaluation Study of Negros Occidental Impact 2025 (NOI25)
Type of Study 1 [1]	End of Project Evaluation/ Impact Study
Type of Study 2	External
HFH Country and Location	Negros Occidental Province, Philippines
Study duration	2 Months

 

I.               Background

Habitat for Humanity Philippines (HFHP) and International (HFHI), Hilti Foundation (Hilti), selected local government units (LGUs) and Base Bahay Foundation (BASE) have collaborated to construct disaster-resilient, low-cost Cement Bamboo Frame (CBF) houses for vulnerable informal settler families (ISFs) in Negros Occidental by 2025 to address access to decent and disaster-resilient homes partly due to inadequate, pro-poor government housing policies and programs, limited access to appropriate construction technology and expertise, and absence of empowered communities and good governance structures within the housing sector.   Beyond the construction of homes, the project intends to provide innovative housing solutions and help in the development of sustainable communities with LGUs; and promote the use of sustainable eco-friendly construction technologies to help reduce home construction’s impact on climate change. HFHI and HFHP leveraged resources through government and private sector partnerships, volunteers, community engagements, and extensive construction experience to address the informal housing gap in Negros Occidental.   HFHI and HFHP leveraged their government and private harnessed their extensive experience in construction, along with strong partnerships in both government and the private sector, to enhance project implementation. Hilti contributed by offering technical expertise and financial support to scale the project effectively. BASE supplied its proven Cement Bamboo Frame Technology, while the LGUs facilitated land acquisition and site development.    The success of the project is anchored on the public-private-people partnerships that ensure the implementation of the four project components: ​ ​ Community Cohesion and Development: strengthen social, economic, and political entitlements through the formation of homeowners’ associations and robust capacity-building activities​   Site Design and Development: identify sufficient, suitable, and fully site-developed land for the project and incorporate a people-centered approach to site planning​   Housing Finance and Financial Inclusion: unlock government and private sector funding to create sustainable communities and address the housing gap​   Construction Technology: refine and promote the CBF technology in the housing marketplace and promote appropriate, quality building materials and construction processes in the Philippines’ housing value chain​ ​ The project is envisioned to be a catalyst in the housing sector that will:​ Unlock government and private sector resources to create sustainable communities​ Support the resettlement programs and shelter plans of local government units to be effective and sustainable​ Promote affordable, disaster-resilient, and eco-friendly construction in the value chain​ Demonstrate innovative solutions to address poverty housing​ Promote appropriate quality and renewable building materials and construction processes​ Facilitate inter-government coordination to fast-track housing project approval   The project has been implemented across three local governments: Silay, La Carlota, and San Carlos cities, resulting in the construction of 612 resilient homes for low-income families and the formation of six homeowners associations. This comprehensive approach not only addresses immediate housing needs but also promotes long-term community sustainability and resilience.   This end-of-project evaluation study aims to measure the impact of the project on local communities, assess the effectiveness of Cement Bamboo Frame Technology (CBFT), extract key lessons learned during implementation, and formulate recommendations for future initiatives. Building on the baseline study, this evaluation seeks to present a comparative analysis to deepen the understanding of community needs, guide the scaling of the project, and ensure the adoption of best practices to enhance housing outcomes and sustainability.

 

II.             Design of the Study

Objectives of the study   The objective of this end-of-project evaluation study is to assess the project's impact on local governments, communities, and implementing partners, evaluate project delivery quality and effectiveness, identify key lessons from the four project pillars, and formulate recommendations for sustainability and future implementation.   Use of study findings   The findings from this study will serve as a reference for management and donors when planning future projects, offering insights and data that can inform decision-making. Additionally, it will provide guidance on effectively scaling the CBFT in subsequent initiatives, helping to identify best practices, potential challenges, and strategies for successful implementation in diverse contexts. By leveraging these insights, stakeholders can enhance project outcomes and ensure greater sustainability and impact in future housing efforts.   Key study questions   The study aims to address the following research questions:   Main Research Question:   To what extent does the project influence the existing housing ecosystem in Negros Occidental, specifically in the cities it covers?   Specific Research Questions:   Relevance ·         How did the project ensure it remained relevant to the beneficiaries during its implementation? ·         Is the project in alignment with the priorities and policies of the government at both local and national levels?   Coherence ·         To what extent does the project add value and avoid duplication in the given context?  ·         What gaps did it fill that were not already addressed by other initiatives?   Impact ·         What changes have families experienced in their living conditions (e.g. financial situation, health, education, and overall well-being) since moving into resilient houses? ·         Have any changes in the community cohesion been observed since they moved into their new homes? ·         How did the project influence the LGUs in implementing their housing program? ·         How has building CBFT houses impacted your processes, challenges, and overall satisfaction with the results compared to conventional construction methods? ·         Were there any unintended results of the project?   Effectiveness ·         Did the project achieve its stated outcomes for the families, LGUs, implementing partners, and homeowners ·         What are the factors that contributed to or hindered project success?   Efficiency ·         How effectively were resources (i.e. time, financial resources, and staff) utilized throughout the project ·         How does the value chain in the housing construction project enhance efficiency and quality from the sourcing of materials to the delivery of completed homes? ·         What cost-effective strategies contributed to its efficiency and overall success?   Sustainability ·         To what extent has the project received support from relevant institutions and been integrated into local social structures? ·         What mechanisms are in place to ensure that local partners, (e.g. LGUs, HOAs, and IPs), sustain or enhance ongoing efforts? ·         What other financial mechanisms are in place to ensure the project's sustainability and allow it to scale effectively?   Satisfaction ·         How satisfied were the different stakeholders (families, communities, LGUs, implementing partners, national government partners) with the project outcomes? ·         What aspects of the project did participants value most, and how can these be incorporated into future housing projects?   Lessons Learned ·         What were the key lessons learned during the project implementation specifically from the four project pillars? ·         How can these lessons learned contribute to the planning and implementation of future similar projects?   Other cross-cutting themes ·         How effectively did the project engage stakeholders? ·         What feedback did stakeholders provide about the project? ·         What considerations should be taken into account when exploring the possibility of scaling the project using the same technology?   Methodology   Data Collection Methods The end-of-project evaluation study should utilize, but not limited to, the following data collection methods:   1.     Document Review. The consultant will review pertinent project documents (i.e., project documents, frameworks, land research studies, reports) and other relevant literature to understand the different phases of the project including the context, implementation, strategies, and challenges. This will include a review of relevant LGU documents/references on informal settler families (i.e., ISF database/ profiles).   2.     Survey. This will be used to provide a quantitative overview of a predefined group of respondents which includes their basic demographic and social data and housing typologies. It is a systematic way of collecting individual views and experiences from the targeted sample. The consultant may use any data collection platform to administer the survey.   3.     Key Informant Interview (KII). This will be used to collect information from a wide range of stakeholders especially those who have first-hand knowledge about the target communities. Project partners including local government units (LGUs), both barangay and local government, should be included in the interview.   4.     Focus Group Discussion (FGD). This aims to gather stakeholders who will discuss specific topics or themes that are relevant to the project (i.e., gender, disability, inclusion, governance, and issues and factors affecting the housing situation in communities).   5.     Sensemaking. The consultant will also conduct a sensemaking workshop with local partners and key HFH staff to validate the information gathered. During the workshop, the consultant will present the initial results to the participants and seek their insights and experiences which will further help the consultant in writing the final report. This activity will also help partners and local stakeholders to bring out and appreciate the nuances of the data and make sense of its stories.     Methodology   The end-of-project study will involve multiple groups from the existing three (3) project sites. The primary focus will be on collecting data from Silay City (342 households), San Carlos City (130 households), and La Carlota (100 households). The gathered data will be compared against the baseline study findings to assess the project’s impact.

 

III.           Work Plan and Deliverables
Activity	Outputs	Timeframe	Responsibilities
			Consultant	HFH
Preparation · Meeting of consultant with HFH and NOI25 project management team · Submission of inception report which will include the research design and work plan · Review of relevant secondary documents	Inception report with research design, tools, and work plan	10 days	Submission of outputs	Routing of outputs, review, and approval   Facilitation of first tranche payment (30%)
Implementation ·  Leveling off meeting with HFH and NOI25 Project team ·  Development of desk review matrix/template ·  Development of Survey, KII and FGD tools ·  Pre-test of tools and revision if necessary ·  Training of enumerators before field deployment ·  Actual data gathering ·  Processing, analysis, and validation of data ·  Tabulation and organization of data into readable and user-friendly frequency tables and visuals ·  Sensemaking workshop	Final research tools and methodologies: survey, KII, FGDs   Data results and analyses   Processed document of the sense making workshop	30 days	Submission of outputs   Facilitation of the sensemaking workshop	Routing of outputs, review and approval
Report writing and submission of report	First draft report (including results of the data gathering/analysis/ Results of the sensemaking workshop	5 days	Submission of first draft report	Routing of outputs, review and approval   Acceptance and facilitation of first tranche payment (30%)
Review and submission of feedback, comments, and suggestions		5 days		Routing and review of outputs   Submit reports with comments and feedback
Revision of the report	Final report	5 days	Submission of final report	Routing and review of outputs   Acceptance and facilitation of final trance (40%)
Submission of the final report		5 days

 

IV.           Reporting Requirements

Inception Report: Includes the approved research design, tools/methodologies, and work plan First Draft Report: To be validated by the project team, donor, and HFHP/HFHI Final Report: Complete with all attachments, including tools, tables, Kobo Collect data, analysis, and photos

 

V.             Consultant Profile

Provide a detailed breakdown of the required and preferred competency of the consultant and/or implementing party who will undertake the study. For external studies only.   The preferred qualifications of the consultant are the following: ·       At least 10 years of experience in conducting research and evaluation in the areas of housing and settlements with a proven record of success ·       Solid professional experience in gender, ethnicity, disability, and good governance ·       Solid professional experience in using participatory methods for data collection and analysis in program/project evaluation ·       Proven competency in developing and using tools and methods specifically conducting literature reviews, household-level surveys, focus group discussions, and key informant interviews with different respondent groups including women, community members, and government and non-government stakeholders ·       Proven competency in systematic integration and analysis of qualitative and quantitative data ·       Demonstrated experience in data collection ethics and methodologies: recording, processing, and analysis ·       Strong interpersonal and analytical skills ·       Experience on effective interaction and ability to communicate with impact with local and national government institutions and marginalized communities ·       Good spoken and written communication skills in English. Knowledge of the local dialect is an asset (at least one of the team members).

 

VI.           Administration

Duration of the study   The study will span 60 calendar days, approximately 2 months, from the issuance of letter of award, as per the agreed timeline with HFH.   Tax arrangements:   The total cost of the study should be inclusive of all applicable taxes to be paid by the consultant.     Submission requirements:   Applicants must submit the following:  ·       Technical and Financial proposal (key sections to be included: project background, methodology (including instruments and translation of survey tools), data analysis framework, timeframe, budget with details of all relevant costs, summary of consultant’s/team profile with track records). Elaborate in the proposal the strategy to ensure ethical and intellectual property standards are adhered to ·       Names and contacts (email, physical address, and phone) of three professional referees for whom similar work was conducted ·       Consultant’s Curriculum Vitae, if team, include team composition with CVs highlighting their experience relevant to this consultancy and their roles in the achievement of the assignment (no more than 4 pages with names of 3 references). ·       Two samples of relevant work completed ·       Copy of NBI or Police Clearance ·       Copy of Government-issued/Valid ID   Application procedures:   Submit applications and the required documents in English to abac@habitat.org.ph on or before 3:00PM of March 24, 2025. Technical and Financial bid proposals should be in a password-protected PDF file. For queries/clarifications about the TOR, please email procurement@habitat.org.ph.   Management and Coordination:   The consultant will coordinate directly with Bam Hipolito, Project Manager,  regarding all administrative arrangements, logistics, and reporting protocols. The Interim  National Director will be responsible for reviewing, approving, and accepting all outputs.

 

VII.         Ethical Standards and Intellectual Property

HFH requires that all its contractors take seriously their ethical responsibilities to safeguard our intended beneficiaries, their communities, and all those with whom we work. Managers at all levels have responsibilities to support and develop systems that create and maintain an environment that prevents harassment, sexual exploitation, and abuse, safeguards the rights of beneficiaries and community members (especially children), and promotes the implementation of Habitat for Humanity’s code of conduct.   Throughout the design and conduct of the end-of-project evaluation study, the consultants are expected to adhere to the HFH Code of Conduct including the Safeguarding Policy, ensuring that all measures are taken to protect the rights, safety, and welfare of the individuals and communities involved. The consultants should guarantee that the analysis is technically accurate and reliable and is conducted transparently and impartially. All products resulting from this analysis will be owned by HFH. The consultants will not be allowed, without prior authorization in writing, to present any of the results or use any product resulting from the analysis as his or her own or for private publication purposes.

 

Terms & Conditions:

1.Please note that the items are in ‘As is’ ‘where is’ basis.

2.For more details regarding the status of the items & location, please contact Procurement at 0917-585-7163.

3.Please send your proposal using the bid form through email with email subject of “BID PROPOSAL FOR HFHP VEHICLES” to abac@habitat.org.ph

4.Deadline of submission of bids is on April 4, 2025, at 10:00AM. All proposals will be opened on the same day at 10:01AM in the presence of the bid committee. Those who submitted a bid proposal will be sent a meeting link to participate on the opening of bids.

5.Notification & Awarding – The winning bidder will be sent a letter of award and is obliged to pay the full amount within 3 working days after the issuance of award letter. Failure to do so will mean forfeiture of the bid.

6.Pick-Up – The issuance of the vehicle, along with the Deed of Sale and the Original Receipt/Certificate of Registration (OR/CR), will be facilitated upon full payment. The vehicle must be collected from its current location, and the bidder shall bear any associated costs for the handover

Please use below link t access the bid form: 

https://hfhphil.sharepoint.com/:w:/g/finance/ETuq2CW2IZVJuVD5L4qlZA8BxNr9YTdxBv3A9yK2LcABig?e=LFJAXs


Habitat for Humanity Philippines reserves the right to reject any bids, to waive any required formality therein, and to make an award to the bidder whose proposal is most advantageous to Habitat for Humanity Philippines. Habitat for Humanity Philippines may also call off a bidding prior to its acceptance of the bids or call for a new bidding under amended rules and conditions. The decision of Habitat for Humanity Philippines is final and binding for this bidding for the sale of vehicles.

The submission deadline is Friday, November 15, 2024, at noon.

 

JOB SUMMARY:

The HRLOD and Admin Head is responsible for the implementation of Habitat for Humanity Philippines’ (HFHP) human resources plan and strategy.  As a member of the senior management team (SMT) the HRLOD and Admin Head develops, implements, and manages human resource systems, policies, and procedures that support the work of the organization, and which build human resource capacity in HFHP.  He/she also provides leadership to the administrative support functions and IT to ensure functional efficiency and safeguarding of the organization’s assets.
 

JOB SPECIFIC DUTIES AND RESPONSIBILITIES

 

Policies and Strategies
•    Develop in consultation with the National Director, Department Heads, and other stakeholders, the HR strategy for HFHP.  Ensure the implementation and monitoring thereof.
•    Implement HR policies for HFHP.
•    Actively promote and contribute to the establishment of HR standards and baselines and the standardization of HR policies and practices to ensure consistency in implementation.
•    Develop and implement other HR initiatives and strategies, as appropriate.
•    Ensure that all employment practices, compensation, employee benefits, and human resources programs are within the policies and processes established by HFHI HQ/AP HR and compliant with local employment laws.

 

Talent Management and Organizational Development
•    Define a talent management framework to ensure effective nurturing of critical organization skills, experience, and key leaders.
•    Ensure employees have a development plan in place via the annual job plan process.  Work closely with the SMT and HFHI Organization Learning teams to determine appropriate training and development interventions.

 

Recruitment and Hiring
•    Determine the appropriate capacity and capability requirements for HFHP to achieve its strategic goals.  Ensure the proper process is in place for hiring requisitions.
•    Manage the recruitment process including posting, interview, selection, and hiring of suitably qualified candidates for regular employment, service contracting, and short-term employment.  Actively participate in the selection process for direct reports to SMT.
•    Ensure appropriate checks are conducted on academic qualifications, references, etc. on selected candidates.

•    Ensure that appropriate onboarding and orientation are provided to all new staff.
•    Ensures legal compliance with work permits and visas in the event new hires are non-Filipinos.

Performance Management 
•    Ensure that the HFHP job planning and performance management system is established and implemented for all HFHP staff.  
•    Facilitate timely and consistent completion of the annual job planning and performance evaluation process.

 

Compensation and Benefits
•    Ensure that job descriptions are developed for new positions and reviewed/revised for ongoing positions as required.
•    Design a cost-effective but competitive compensation and benefit package to attract and retain talent.  To this end, the Director-HR and Learning would ensure appropriate benchmarking is done through an independent and reliable provider.

 

Employee Engagement
•    Act as the primary manager of all human resources and learning activities for PNO.  Serve as a link between management and employees by handling questions, interpreting and administering contracts, and helping to resolve work-related problems.
•    Work with the SMT and HFHI AP HR in ensuring a spiritually and professionally rewarding workplace (tools of assessment include the annual employee opinion survey and the HR dashboards)
•    Manage HR staff; provide training and coaching as necessary in all aspects of the HR function.
•    Work with SMT in planning the annual HR budget.

 

Administrative Support Services
•    Manages office properties such as the vehicle fleet and other assets, ensuring proper accountability 
•    Manages general office support services
•    Manages basic office IT services

 

Others
•    Represent PNO in relevant global and regional networking groups.
•    Maintain relationships with other HR practitioners within HFHI and PNO partners.
•    Carry out additional responsibilities and projects as assigned

 

Safeguarding
•    Our safeguarding values and principles codify the behaviors to which every HFHP employee is expected to understand and conform. All employees are expected to be able to recognize and be alert for the signs of potential safeguarding misconduct and have an obligation to report any concern, suspicion, or known safeguarding breach as outlined in this policy and to cooperate with any subsequent investigation.
•    HFHP Supervisors and Managers ensure that their respective teams mainstream and implement the safeguarding procedures. They will ensure that project teams complete safeguarding risk assessments and develop mitigation and monitoring plans that are evaluated throughout the project life cycle. If a supervisor or manager is told, learns about, or witnesses a safeguarding incident, they must ensure that the allegation, including any unsafe programming concern, is reported to HEAL.
•    Managers/Supervisors in the Human Resources Department are responsible for hiring and onboarding candidates, tracking the completion of mandatory training, managing personnel/disciplinary records, and applying personnel action whenever a safeguarding breach has occurred.
 

JOB QUALIFICATIONS / SPECIFICATIONS

 

Education / Training: Degree in HRM/D, organizational development, or leadership development; master’s degree preferred

Work Experience: 8+ years of senior HR management experience; experience working in an international organization, preferably in an NGO; cross-cultural management experiences an asset; at least 4 years of leadership experience

Special Skills / Knowledge: Facilitation and implementation of specific HR and talent development strategies; leadership: the ability to lead by influence rather than by direct line management; research skills, ability to design and conduct surveys and interviews; knowledge sharing skills and ability to use IT systems for HR and other employee information; ability to conduct HR assessments, lead and implement succession planning and change management processes; understanding of HR technical areas, such as compensation and benefits, employment, job evaluation, salary administration, performance management, and staff development; excellent knowledge of HR best practice, as it relates to INGO's and other international organizations

Other Skills: Fluency in English essential, working knowledge of the local language helpful; uncompromising confidentiality; good interpersonal, communication, and writing skills; strong organizational and leadership skills

 

Habitat for Humanity requires that all employees take seriously their ethical responsibilities to safeguard our intended beneficiaries, their communities, and all those with whom we work. Managers at all levels have particular responsibilities to support and develop systems that create and maintain an environment that prevents harassment, sexual exploitation, and abuse; safeguards the rights of beneficiaries and community members (especially children); and promotes the implementation of Habitat for Humanity’s code of conduct.

The submission deadline is Friday, November 15, 2024, at noon.

 

JOB SUMMARY:

The Finance Director provides overall leadership to the entire Finance function including budgeting, financial reporting, compliance, procurement, and strategic financial planning for Habitat for Humanity Philippines (HFHP). 

 

Overall Job Function:

•    Provides leadership to the finance team and collaborates with other departments to ensure that financial resources are efficiently allocated to support the organization’s mission and objectives. 
•    Ensures effectiveness and efficiency of policies and internal control processes.
•    Manages the financial position of HFHP leading to effective and timely monitoring of financial performance against approved plan.
•    Implements programs and policies to steward and safeguard financial and physical resources.
•    Ensures compliance with Habitat for Humanity International (HFHI), donor, and government requirements related to the utilization of. funds and financial reporting for HFHP projects.
•    Responsible for overseeing the sourcing, purchasing, and negotiation of goods and services necessary for the organization’s operations.
•    Ensures effective risk management.
•    As part of the senior management team, reviews and decides on issues that have a significant impact on the organization.
 

JOB SPECIFIC DUTIES AND RESPONSIBILITIES

 

Financial Forecasting, Analysis, and Risk Management

• Oversees investment of private funds to maximize return at an acceptable risk level
• Assesses and evaluates the financial performance of the organization concerning organizational goals, budgets, and forecasts, and provides analysis to the senior management team regularly
• Provides useful financial insights to help make better decisions about formulating and executing strategy, and provide guidance and analysis to executive and operational management to improve results.
• Ensures internal and external audit recommendations are implemented in a timely and efficient manner; including regular reporting to the Senior Management Team (SMT) / National Board of Trustees (NBOT) / Area Office on progress made

 

Financial Compliance

• Establishes & implements standards, policies, and processes across the organization & monitors functional areas to ensure compliance with HFHP/HFHI/donor and government requirements.
• Oversees tax functions and ensures compliance with BIR regulations
• Coordinate audits with independent auditors and regulatory agencies
• Enhances and implements financial systems, policies, procedures, and tools
• Interprets legislative and program rules and regulations to ensure compliance with all governmental, local, and contractual guidelines
• Ensures that all government regulations and requirements are disseminated to appropriate personnel and implemented, and 
• Monitors organizational compliance

 

Financial Management and Reporting

• Develop operating budget(s) and ensure programmatic success / organizational sustainability through cost analysis support, and compliance with all contractual, donor/grant, program, and government reporting requirements. 
• Review and ensure the application of appropriate internal controls and financial procedures at headquarters and in field offices
• Advises on the feasibility of projects, reviews proposed projects and the status of ongoing projects, and makes recommendations on issues affecting the organization.
• Oversees the management and coordination of all internal and external fiscal reporting activities for HFHP including, but not limited to:
  
  - Internal: organizational revenue/expense, payroll, and balance sheet reports, cash flow reports/projections, reports to funding agencies, development and monitoring of organizational and project budgets.
  
  - External: comply with government financial and tax reporting requirements; BOI reporting; SEC reporting; 
   
• Monitors and maintains banking activities of the organization.

 

Procurement

• Develop and implement procurement strategies to optimize cost savings and operational efficiency.
• Oversees the procurement process, including requisition, sourcing, purchasing, and delivery.
• Collaborates with internal stakeholders to understand their procurement needs and requirements.
• Stays abreast of market trends, economic factors, and regulatory changes that may impact procurement.
• Leads and mentors the procurement staff, providing guidance and support to achieve departmental goals. 

 

 Information Technology 

• Manages basic office IT services and assets (hardware and software)

 

 Strategic Planning and Management

• Participates and contributes to the development, management, monitoring, and achievement of annual and long-term strategic business plans. This includes developing appropriate strategies, sound scenario planning, sustainable business models, and corresponding activities and key performance indicators.
• Prepares annual organizational operating plan in collaboration with the senior management team and ensures alignment with the organization’s strategies and current and projected project portfolio
• Collaborates with relevant departments in monitoring annual plan and provides recommendations for adjustments throughout the year
• Develop and manage an annual plan for functions such as grant management and reporting, treasury, budgeting, tax, accounting, and procurement.
• Regularly provides critical financial analysis and updates and presents recommendations to the Finance Committee, Executive Committee, and Board of Trustees on matters of the department’s function.
• Regularly performs the department’s risk assessment and contributes to the organization’s risk assessment. Ensures mitigation actions are implemented and risks are monitored and updated throughout the year.

 

Safeguarding

 

• Our safeguarding values and principles codify the behaviors to which every HFHP employee is expected to understand and conform. All employees are expected to be able to recognize and be alert for the signs of potential safeguarding misconduct and have an obligation to report any concern, suspicion, or known safeguarding breach as outlined in this policy and to cooperate with any subsequent investigation.
• HFHP Supervisors and Managers ensure that their respective teams mainstream and implement the safeguarding procedures. They will ensure that project teams complete safeguarding risk assessments and develop mitigation and monitoring plans that are evaluated throughout the project life cycle. If a supervisor or manager is told, learns about, or witnesses a safeguarding incident, they must ensure that the allegation, including any unsafe programming concern, is reported to HEAL.

 

KEY PERFORMANCE INDICATORS (KPIs)

•    Financial business planning

•    Project-based
funding and reporting

•    Strategic and Business planning/forecasting

•    Accounting and Cash Operations

•    Efficient administration and support

•    Risk management

•    Treasury Function

•    Compliance

•    Audit support and follow-up

•    Timely and sound recommendations to ensure the financial health of the organization
 

JOB/COMPETENCY PROFILE 

 

Functional Knowledge    

The job holder requires a broad understanding of systems, theories, and practices relevant to an area, plus some basic knowledge of other areas.

Financial/Grant Accounting / Financial Systems / Financial Planning and Budgeting / Financial Monitoring and Reporting / Revenue Grant Management / Expenditure Management / Financial and Budget Analysis / Financial Integrity and Compliance

 

Business Expertise

The job holder requires a good understanding of the organization and mission, including how different functions operate and integrate. In addition, there is a requirement for industry knowledge, including an understanding of economic/commercial/political issues affecting the organization.

 

Leadership  
Full management of a team, including the management of people, defining roles and responsibilities, planning for the department’s future needs and operations, counseling employees on performance, and contributing to employee pay decisions/changes.

Mission Alignment / Agile Leadership / Ethical Governance / Inclusive Leadership / Strategic Thinking

Problem-Solving

The job covers a wide range of diverse activities that require strategic vision and analysis. The job covers a wide range of activities that require complex judgments and solutions based on sophisticated analytical thought. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.

Nature of Impact

The job holder has an impact on the business by exercising control over resources, policy formulation, and planning. They have accountability for the results of the department.

Area of Impact

The job has a sizeable impact on a function and may extend to other functions.

 

Interpersonal Skills

The job holder will be an effective communicator capable of influencing an internal and/or external audience.  The focus of the job will be to present issues that have an important impact on the organization.  Likely to be involved in both internal and external negotiations which will have a major impact on the function, and possibly on the whole organization.

 

JOB QUALIFICATIONS / SPECIFICATIONS

 

Education / Work Experience

Master's degree in accounting or business administration, or equivalent business experience and 10+ years of progressively responsible experience.   At least 5 years experience in a leadership role.

 

Special Skills, Training & Knowledge

•    Strategic thinking
• Cross-cultural management skills
•    Analytical and logical thinking skills
•    Computer skills: word-processing, spreadsheet preparation, internet usage; financial software
•    Strong organizational and team-building skills
•    Excellent interpersonal and communication skills
 

Habitat for Humanity requires that all employees take seriously their ethical responsibilities to safeguard our intended beneficiaries, their communities, and all those with whom we work. Managers at all levels have particular responsibilities to support and develop systems that create and maintain an environment that prevents harassment, sexual exploitation, and abuse; safeguards the rights of beneficiaries and community members (especially children); and promotes the implementation of Habitat for Humanity’s code of conduct.
 

Position Summary:

The Director for Resource Development (RD) is responsible for crafting and executing a fundraising strategy which supports Habitat Philippine’s strategic plan, program priorities, and to deliver on the organizational mission and impact targets. Manage the donor portfolio, drive revenue growth, and collaborating with key stakeholders to achieve overall goals and objectives.

 

Duties and Responsibilities:

•  Strategic Leadership - As a member of the Senior Management Team (SMT), provide inputs and contribute to the overall strategy, plans and programs of Habitat for Humanity Philippines. Work closely with the National Director, and (Sr.) Director, Programs to ensure close alignment between RD and Programs, and a program-driven approach to fundraising; Engage the National Board of Trustees.
•  Fundraising strategy - Implement a diversified fundraising strategy collaborating with Programs and other key stakeholders and working across funding channels: high-net worth (philanthropic) sources, foundations and institutional (FOI) funding, private sector, and multi-national corporations (MNCs); Implement innovative approaches (e.g. digital) and funding models that deliver a return on investment (ROI).

• Team leadership – Build, develop and lead the RD team, overseeing annual revenue quotas across funding channels, including corporations, individual/major gifts, and FOI; Maintain the fundraising pipeline/portfolio in line with annual targets. Provide guidance and oversight to fundraising events and initiatives.

• Relationship management - Act as the key focal point for donors and partners, focusing on cultivating and managing relationships with priority donors and supporters. This includes engaging with MNCs coordinating with AP RD/Programs teams; Identify and evaluate potential donors to expand the donor base.

• Collaboration with global/regional teams - Collaborate with the global foundation, organization, and institutional fundraising (GFOI) team to develop a pipeline of funding opportunities, solicited and unsolicited; Coordinate and collaborate with the regional AP RD team and with AP Programs, and with the Global Communications Team to develop communications and marketing strategies and material.

• Proposal development - Coordinate development and submission of major funding proposals, taking a hands-on approach when needed, for flagship, high value proposals. Take the lead on unsolicited funding opportunities, working with Programs to develop and pitch multi-donor funded projects, e.g. institutional and private sector funded. Ensure timely and accurate reporting to donors.

• People/resource/budget management - Cultivate and nurture talent within the RD department. Offer coaching and guidance in areas such as strategy development, donor mapping and engagement, budgeting, planning and reporting; Take responsibility for the financial planning and oversight of the RD department budget.​​​​

• Safeguarding requirements - Habitat for Humanity requires that all employees take seriously their ethical responsibilities to safeguarding our intended beneficiaries, their communities, and all those with whom we work. Managers at all levels have particular responsibilities to support and develop systems that create and maintain an environment that prevents harassment, sexual exploitation and abuse; safeguards the rights of beneficiaries and community members (especially children); and promotes the implementation of Habitat for Humanity’s code of conduct.

• Our safeguarding values and principles codify the behaviors to which every HFHP employee is expected to understand and conform. All employees are expected to be able to recognize and be alert for the signs of potential safeguarding misconduct and have an obligation to report any concern, suspicion or known safeguarding breach as outlined in this policy and to cooperate with any subsequent investigation

•  HFHP Supervisors and Managers are responsible for ensuring that their respective teams mainstream and implement the safeguarding procedures. They will ensure that project teams complete safeguarding risk assessments and develop mitigation and monitoring plans that are evaluated throughout the project life cycle. If a supervisor or manager is told, learns about or witnesses a safeguarding incident, they must ensure that the allegation, including any unsafe programming concern, is reported to HEAL.
   

Minimum Requirements:

• Bachelor’s degree in Sales & Marketing, Business Administration, International Development, or related course; Masters preferred.

• 10+ years of experience in fundraising / business development / resource mobilization, working with leading international non-profits and/or for-profit international development firms or consultancies.

• Minimum of 5 years’ experience leading a fundraising team. Experience in Asia and the Pacific, preferred.

• Proven and demonstrable track record of fundraising success (USD 5 million+), with foundations, institutional donors, private sector/corporations, individual / major gifts (HNWIs).

• Network with institutional and corporate donors preferred.

 

Knowledge, Skills & Abilities:

 

• Technology utilization - Skilled at using technology, specifically CRM tools, e.g. Salesforce. Monitoring/managing/measuring fundraising performance and metrics.
• Ethical leadership - Having strength of character and showing zero tolerance for unscrupulous and unethical behavior.
• Proposal development - Developing high quality concept / proposal documents that are coherent, compelling, and in line with donor requirements.​​​​​
• Communication - Communicating expected behaviors and results. Communicating with clarity and presence to get messages across in an approachable way. Cascading important information to all team members to provide clarity.
• Networking- Ability to connect, maintain and grow relationships with individuals, government, institutions and corporate.
• Presentation & facilitation skills - Effectively delivering information or ideas to an audience in a clear, engaging, and impactful manner.
• Multi-lingual – Fluent in English and in Filipino, verbal and written.

 

Job Type: Full-time, Fixed term
Contract Length: 12 months

Habitat for Humanity requires that all employees take seriously their ethical responsibilities to safeguarding our intended beneficiaries, their communities, and all those with whom we work. Managers at all levels have particular responsibilities to support and develop systems that create and maintain an environment that prevents harassment, sexual exploitation and abuse; safeguards the rights of beneficiaries and community members (especially children); and promotes the implementation
of Habitat for Humanity’s code of conduct.

 

 

JOB SUMMARY:  

The Operations Manager provides management oversight of HFHP’s projects and program in Habitat’s identified areas of operations (hubs), helps plan and develop, implements and evaluates projects that have significant impact on building homes and communities, and participates and contributes toward the achievement of HFHP’s annual and long-range strategic planning objectives. 

 

JOB SPECIFIC DUTIES AND RESPONSIBILITIES

 

Operations Management

• Provides over-all management of the different areas/hubs where Habitat operates, ensuring that the programs and projects are implemented efficiently and effectively.
• Supports the development of new projects and initiatives, oversees the review and annual planning and budgeting process of the operations units and ensures alignment with HFHP goals.
• Analyzes the cost efficiency and quality of outputs from the implemented projects and programs, develops and implements processes and systems to improve operational performance.
• Ensures compliance with relevant industry, governmental and Habitat regulations, policies and standards (e.g. HfHI: SOE, GMT, SICP). 
• Keeps the internal and external stakeholders abreast of project activities and developments. 
• Consults with the Programs and Operations Director to address risks, challenges and other critical issues.
• Manages relationship with local project stakeholders (i.e. Technical Working Groups, Housing Boards) and ensure their engagement in project monitoring and collaboration on issue resolution, providing technical expertise and guidance, and ensure policies and standards are followed
• Other duties as maybe required.

 

People Management

• Builds and leads an effective and cohesive team that will support and deliver results towards the achievement of HFHP’s strategic plans
• Conducts regular meetings with the operations team for regular monitoring of projects and activities
• Ensures adequate orientation and appropriate training of all staff members towards enabling them to perform their roles effectively.
• Works with direct reports in ensuring that performance management and staff development is carried out for the whole team according to established HRLOD processes.
• Collaborates with other departments/members of the organization to ensure synergy and coordination across the organization.

 

Monitoring, Evaluation, Accountability and Learning

• Schedule regular joint inspections of the project with the project stakeholders and implementing partners/contractors and conducts on-site assessments on the status of the projects – holds implementing partners and workers accountable to the signed notice to proceed and construction agreements or Memorandum of Agreements (MOAs)
• Develops, coordinates and regularly monitors the progress predetermined schedules of project implementation activities and prepares regular update reports, for the review of the Programs and Operations Director and Senior Management Team

 

Others

• Functions as Security and Safety Focal Person for the Field (with separate TOR), guided by the policies and strategy of Habitat Headquarters and Area Office in regard to security and safety.  This is covered under a separate Job Description.

 

JOB QUALIFICATIONS / SPECIFICATIONS:

• Total work experience of 10 years and above.
• Must have extensive general management and leadership experience, preferably in non-profit sector
• Knowledge in real estate business / urban planning and construction management desirable
• Must have extensive experience in the development and implementation of complex projects including all phases and coordination with local/national relevant government authorities
• Knowledge of client groups and/or issues related to the program
• Has the capacity to handle both strategic and operational issues and address these to achieve the desired results
• An effective team player and results-oriented
• Proven record of leadership and influencing people for higher performance, ability to coach senior level staff.
• Willing and able to travel in programmatic areas to assess, review, identify needs and opportunities in order to serve more families
• Proven ability to influence, challenge and negotiate at senior levels using sound judgement
• Excellent coaching and mentoring skills and an approach that builds capacity rather than dependency

 

Habitat for Humanity requires that all employees take seriously their ethical responsibilities to safeguarding our intended beneficiaries, their communities, and all those with whom we work. Managers at all levels have particular responsibilities to support and develop systems that create and maintain an environment that prevents harassment, sexual exploitation and abuse; safeguards the rights of beneficiaries and community members (especially children); and promotes the implementation
of Habitat for Humanity’s code of conduct.

 

Job description

The Finance Manager contributes to the achievement of the organization’s strategic objectives through strengthening of the internal accounting controls, continuous improvement of the financial processes and procedures, compliance to applicable laws, rules, regulations, policies, systems and process, coordination with relevant stakeholders, training and support to Habitat's staff and partners.

This position is primarily responsible for the oversight of Habitat Philippines’s general financial operations, month-end closing and year-end closing accounting processes and procedures, effective functioning of SunSystems, and timely submission of relevant financial reports to all stakeholders.

Financial Planning/Budget Preparation

• Facilitates organizational budget preparation (per regional office, per line of business, functional unit, and over-all) for submission to Senior Management Team (SMT) and NBOT (National Board of Trustees).
• Facilitates budget preparation per fund source (per project and donor) for submission to respective donor agencies
• Reviews the project costing prepared at the inception of the project proposal.
• Regularly reviews the list of standard cost of construction-related materials as well as other costs that is necessary in drafting a project cost report by Operations Team.

Fund Administration

• Acts as budget holder for Admin/Unrestricted Funds per Delegation of Authority
• Reviews and approves liquidation of petty cash/revolving fund of the Philippine National Office (PNO) and regional offices
• Monitors and conducts timely follow-up of projected cash inflow with Resource Development (RD).
• Lead in thorough analysis of appropriateness of each expense charged to each project and reflects any funding gaps in a regular report to be discussed to Director of Finance and publish such in order to inform National Director & Head of RD.
• Make sure to regularly align the project revenue & expense projections with RD and Operations team to avoid funding gaps.

Accounting and Taxation

• Reviews and ensures correctness and validity of supporting documents for cash receipts, project-related disbursements & non-cash transactions, and project adjustments of PNO and regional offices before forwarding to respective staff for entry in Sun system.
• Regular review of all active/open projects to ensure accuracy that all related project entries were properly captured on the respective period and labeled with proper L codes (project, department, donor, event & line of business).
• Ensures generation of reliable and timely project financial statements and provides analysis for submission to SMT monthly
• Ensures project compliance with government tax and other legal regulations (ie. BIR, SEC, LGU, etc.)

Donor Compliance

• Checks provisions in donor agreements on Finance matters and reporting and ensures compliance.

Financial Monitoring

• Prepares and analyzes Budget Variance Reports (over-all/ organizational) for monthly SMT reporting and quarterly NBOT reporting
• Monitors and analyzes Fund Utilization per fund source (per project and per donor), and ensures full cost recovery especially for Admin costs (ensures preparation of journal entry for program costs and supervision or admin costs recovery allocation & charging to various projects)
• Facilitates Budget Variance Analysis per fund source (per project and per donor) and coordinates with donor management & project team for submission to donor agencies.
• Reviews the work of the Project Coordinator for submission to other departments, in compliance with donor requirements or monthly active projects report which is to be forwarded to the Controller for completion of monthly cashflow.

Internal Control and Audits

• Coordinates with external audits (annual and interim) and attends to external auditors' finance project related concerns.
• Coordinates regular donor audits and attend to project/donor auditors' concerns
• Recommends internal control measures, finance policies and procedures to strengthen the organization's internal control and financial management system, and documents and incorporates the enhanced finance policies and procedures into the Finance Manual
• Conducts due diligence process in selection of Implementing Partner.

Database and File Management

• Ensures maintenance of complete and updated project and donor softcopy & hardcopy files e.g. Agreements, contracts, addendum of contracts, budget, reports etc.).
• Supervise proper filing of bank account documents.
• Supervise proper storage & inventory of accountable forms (official receipt and checks).

Continuing Professional Education

• Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.

Staff Development and Performance Management

• Takes active role in training and developing staff including mentoring, cross – functional assignments, job rotations, stretch assignments, mobility to new roles and positions.
• Identifies performance expectations, assesses staff performance, gives timely feedback and conducts formal performance appraisals.
• Recognize team members based on performance
• Takes timely and appropriate corrective actions on erring staff.

Job Qualifications/Requirements:

• 10 years combined experience in Accounting, of which 5 years deals with fund accounting.
• At least 5 years in finance project management, composed of complex grants and a wide variety of donors (both local & international), most preferably in an international NGO setting while simultaneously handling international or large-scale projects
• Meaningful experience in leading a team.
• Degree in Accountancy or business-related course. MBA or CPA license is a plus.
• Possesses strong complex analytical and problem-solving skills; very good leadership and people-management abilities; can communicate articulately.
• Builds collaborative relationships and great internal and external customer orientation.
• Basic and Fundamentals computer skills knowledge.
• Meaningful involvement or exposure in on ground project implementation.
• Experience working with people at different levels in the organization and of various races & cultures.

Job Types: Full-time, Permanent

 

Habitat for Humanity requires that all employees take seriously their ethical responsibilities to safeguarding our intended beneficiaries, their communities, and all those with whom we work. Managers at all levels have particular responsibilities to support and develop systems that create and maintain an environment that prevents harassment, sexual exploitation and abuse; safeguards the rights of beneficiaries and community members (especially children); and promotes the implementation
of Habitat for Humanity’s code of conduct.

Job description

The Finance Officer contributes to the achievement of Habitat Philippines’s strategic objectives through treasury operations, capturing the financial transection into system, compliance to applicable laws, rules, regulations, policies, systems and process, coordination with relevant stakeholders.

This position is primarily responsible for the treasury management of Habitat Philippines’s general financial operations, month-end closing and year-end closing accounting processes and procedures, effective functioning of SunSystems.

Financial Planning and Treasury Management

• Assisting in the preparation of organizational budget preparation (per regional office, per line of business, functional unit, and over-all) for submission to Senior Management Team (SMT) and NBOT (National Board of Trustees).
• Ensure to make payment to vendors, staff, 3rd parties’ consultant, construction partner on timely manner
• Captured income under restricted and unrestricted fund appropriately
• Prepare reconciliation on regular basis for accounts payable, accounts receivable etc.

Fund Administration

• Prepare cash flow statement for management
• Prepare liquidation of petty cash/revolving fund of Philippine National Office (PNO) and regional offices
• Prepare bank/cash reconciliation on monthly basis
• Prepare and submit fund request to Donors/APO (Asia Pacific Office)

Accounting and Taxation

• Timely upload of daily financial transection in Sun System
• Reviews and ensures correctness and validity of supporting documents for cash receipts, project-related disbursements & non-cash transactions, and project adjustments of PNO and regional offices before forwarding to respective staff for entry in Sun system.
• Ensures proper deduction of tax/VAT compliance with government rules legal regulations (ie. BIR, SEC, LGU, etc.)

Internal Control and Audits

• Support external audits (annual and interim) and attends to external auditors' finance project related concerns.
• Support regular donor audits and attend to project/donor auditors' concerns

Database and File Management

• In charge of maintenance of complete and updated project and donor softcopy & hardcopy files (e.g. Agreements, contracts, addendum of contracts, budget, reports etc.).
• Ensure proper filing of bank account documents.
• Ensure proper storage & inventory of accountable forms (official receipt and checks).

Job Qualifications/Requirements

• 5 years combined work experience in Accounting, of which 3 years deals with fund accounting, most preferably in an international NGO setting
• Degree in Accountancy or business-related course. Post-graduate studies (MBA) or CPA license is a plus.
• Possesses strong complex analytical and problem-solving skills; very good leadership and and people-management skills; can communicate articulately.
• Able to build collaborative relationships, great internal and external customer orientation.
• Basic and Fundamentals computer skills knowledge.
• Meaningful involvement or exposure in on ground project implementation.
• Experience working with people at different levels in the organization and of various races & cultures.

 

Habitat for Humanity requires that all employees take seriously their ethical responsibilities to safeguarding our intended beneficiaries, their communities, and all those with whom we work. Managers at all levels have particular responsibilities to support and develop systems that create and maintain an environment that prevents harassment, sexual exploitation and abuse; safeguards the rights of beneficiaries and community members (especially children); and promotes the implementation
of Habitat for Humanity’s code of conduct.