Pangaea Zimbabwe Aids Trust. PZAT logo

Call for an Independent Consultant to Evaluate the COMPASS Coalition and Develop a Sustainability and Financing Strategy

Pangaea Zimbabwe Aids Trust. PZAT Harare

Job Description

Job Description

Terms of Reference: COMPASS Coalition Sustainability Evaluation and Investment Case
Development
Background
The Coalition to Build Momentum, Power, Activism, Strategy & Solidarity in Africa
(COMPASS) is an African-led transnational coalition of civil society advocacy organizations
working across Tanzania, Malawi, Zimbabwe, and the global HIV advocacy ecosystem, since
2017. Through data-driven and evidence-based advocacy, COMPASS works to influence
policies, programs, resources, and systems that strengthen HIV prevention, treatment, and
broader health responses while ensuring the priorities of affected communities remain at the
center of decision-making.
The coalition brings together country-based advocacy organizations that engage governments,
policymakers, implementers, and funders to advance national health advocacy priorities,
alongside regional and global partners that provide technical expertise, strategic guidance, and
opportunities for cross-country learning and influence. This model creates a dynamic exchange
between local, national, regional, and global advocacy efforts, enabling country experiences and
evidence to inform global policy discussions while leveraging global expertise to strengthen
country-led advocacy campaigns.
Over the past eight years, COMPASS has evolved from an initiative incubated at AVAC into an
African-led coalition with Pangaea Zimbabwe now serving as the coalition’s lead and prime
grant holder. COMPASS continues to deliver high impact results in policy change, domestic
resource mobilization, accountability, community engagement, and health systems strengthening.
Throughout this evolution, the coalition has developed and refined a distinctive model that
combines locally led advocacy, transnational collaboration, evidence generation, and strategic
partnerships to advance sustainable HIV responses.
As COMPASS enters its next phase, the coalition is seeking to build on these achievements while
strengthening its long-term sustainability, effectiveness, and resilience. The changing global
health financing landscape, increasing emphasis on locally led development, and growing
competition for funding, present both opportunities and challenges for coalition-based advocacy
initiatives. At the same time, COMPASS has identified opportunities to further strengthen its
ways of working, sharpen its strategic positioning, and diversify its funding base to support long
term impact.
To inform these efforts, COMPASS is commissioning an independent external evaluation to
generate evidence on the coalition's effectiveness, achievements, challenges and contributions
between 2022 and 2026. It will also identify the factors that have enabled or constrained success,
assess the adaptability and sustainability of the COMPASS model, and provide actionable
recommendations for strengthening the coalition’s future effectiveness and impact. These
findings will inform the development of a compelling investment case and sustainability strategy.
This evidence-based investment case will be optimized to engage new funding partners by 2027
and support COMPASS's transition from a predominantly single-funder model to a more
diversified and sustainable financing portfolio while sustaining and expanding its impact across
Africa and beyond.

Duties and Responsibilities

Evaluation Purpose
The purpose of this evaluation is to:
• Assess the effectiveness, outcomes, strengths and limitations of the COMPASS model
between 2022 and 2026.
• Identify factors that have enabled or constrained coalition performance across country
contexts.
• Quantify and articulate the social, advocacy, and systems-level value generated by the
coalition.
• Develop an evidence-based investment case demonstrating the strategic value and
future potential of the COMPASS model.
• Identify opportunities for positioning COMPASS within emerging funding landscapes
and non-traditional financing mechanisms.
• Provide recommendations to strengthen sustainability, scalability, and future growth.
Evaluation Components
Component 1: A Retrospective Evaluation of COMPASS from 2022 - 2026
Conduct a rigorous evaluation of COMPASS achievements, outcomes, and contributions
across coalition countries and secretariat structures. Key areas of inquiry should include:
• Progress toward strategic objectives and milestones.
• Effectiveness of coalition-based advocacy approaches.
• Outcomes related to domestic resource mobilization, policy change, accountability, and
systems strengthening.
• The value and effectiveness of the transnational coalition model, including South-to
South and North-to-South learning and collaboration.
• Sustainability and durability of results achieved.
• Comparative analysis of implementation across country contexts, including both
enabling and limiting factors. Lessons learned, including challenges encountered and
how they were addressed.
Component 2: Evidence Translation and Investment Case Development
Translate evaluation findings into a compelling investment case for COMPASS. This
component should:
• Assess the value proposition of COMPASS as an advocacy and systems-strengthening
model.
• Quantify economic, social, and health-related returns where feasible.
• Assess and articulate the value generated by coalition-driven advocacy approaches,
including policy, financing, governance, and systems-level benefits.
• Articulate the comparative advantage of COMPASS relative to alternative approaches.
• Develop evidence-based messages and supporting data suitable for donor engagement
and fundraising.
• Identify the aspects of the COMPASS model that generate the greatest value and should
be prioritized for future investment.
Component 3: Positioning, Market Intelligence, and Sustainability Analysis
Conduct a forward-looking assessment of funding opportunities and strategic positioning. The
component should:
• Analyse emerging trends in global health financing, philanthropy, development finance,
and domestic resource mobilization.
• Identify opportunities for engagement with non-traditional funders and financing
mechanisms.
• Assess COMPASS's comparative advantage and strategic positioning within the
evolving HIV, health financing, and civil society advocacy landscape.
• Assess how COMPASS can evolve and position its data-driven advocacy framework to
align with future funding priorities.
• Provide recommendations for organizational positioning, partnership development, and
revenue diversification.
• Outline practical pathways toward a sustainable and diversified financing portfolio.
• Identify strategic shifts that could strengthen the coalition's effectiveness, resilience,
and long-term impact.
Proposed Methodology
The consultant is expected to propose an appropriate mixed-methods approach to address the
objectives of the assignment. Methodologies may include, but are not limited to:
• Desk review of program documents, reports, evaluations, and coalition outputs.
• Key informant interviews with coalition partners, donors, government stakeholders,
technical partners, and community representatives.
• Focus group discussions or stakeholder consultations.
• Outcome harvesting, contribution analysis, and/or case study methodologies.
• Comparative analysis across country contexts.
• Financial and investment analysis.
• Market and donor landscape assessment.
The final methodology will be agreed upon during the inception phase.
Scope of Work
The selected consultant will:
• Review relevant program documentation, reports, evaluations, dashboards, and
coalition outputs.
• Conduct key informant interviews and stakeholder consultations with coalition
partners, secretariat representatives, donors, technical partners, and other relevant
stakeholders.
• Facilitate strategic reflection and validation discussions with COMPASS leadership and
partners.
• Conduct quantitative and qualitative analyses of coalition outcomes and impact.
• Develop a health economics and investment case framework.
• Produce a market intelligence assessment and sustainability recommendations and
financing pathways.
• Present findings and facilitate discussions on strategic implications.
Deliverables:
The consultant will be expected to deliver:
• Inception Report
o Evaluation framework and methodology
o Data collection plan
o Workplan and timeline
• Facilitated Strategy Sessions
o Stakeholder consultations and strategic reflection workshops
o Validation of preliminary findings
• Draft Evaluation Report
o Findings from Components 1–3
o Conclusions and recommendations
• Final Evaluation Report
o Incorporating stakeholder feedback
o Executive summary and key findings
• Investment Case and Sustainability Document
o Consolidated evidence package
o Funding rationale and value proposition
o Strategic positioning analysis
o Sustainability roadmap and financing recommendations
o Fundraising-oriented messaging and positioning
• Presentation of Findings
o Presentation to coalition leadership and key stakeholders

Timeline
The evaluation timeline is expected to take place between July and October 2026, according to
the following indicative schedule:
• Inception and document review -- August 2026
• Data collection and stakeholder consultations -- August-September 2026
• Analysis and strategy discussions -- September 2026
• Draft report and validation -- October 2026
• Final deliverables and investment case -- November 2026
Reporting and Management
The consultant will report to the COMPASS Secretariat and working closely with the
COMPASS MERL Team. Regular check-ins will be scheduled throughout the assignment to
review progress, discuss emerging findings, and validate outputs.

Qualifications and Experience

Consultant Qualifications:
The consultant should demonstrate:
• Extensive experience conducting complex program evaluations in global health,
advocacy, civil society strengthening, or health systems.
• Expertise in mixed-methods evaluation approaches.
• Experience conducting economic analyses, return-on-investment studies, or investment
case development.
• Knowledge of health financing, domestic resource mobilization, and global health
funding landscapes.
• Experience working with multi-country coalitions and civil society networks in Africa.
• Strong facilitation, stakeholder engagement, and report-writing skills.

How to Apply

Application Requirements
Interested consultants (individuals or teams) should submit the following:
1. Technical Proposal (maximum 5 pages): A brief proposal outlining your understanding
of the assignment, proposed methodology and approach, work plan, and indicative
timeline for completing the evaluation.
2. Curriculum Vitae (CV): A CV for the individual consultant or, for team submissions, a
CV for each team member clearly indicating their relevant experience and proposed
role in the assignment.
3. Financial Proposal: A financial proposal indicating your expected daily consulting rate
(in USD), the estimated number of working days, and any anticipated additional costs
associated with the assignment. Please note that the estimated contract value is 15,000
USD.
4. Relevant Work Samples: Two examples of previous work that demonstrate experience
relevant to this assignment, such as evaluations, investment cases, health financing
analyses, or similar technical assignments.
Applications should be submitted as a single PDF to recruitment@pangaeazw.org with
the subject line "COMPASS Sustainability Evaluation Consultant Application" by 24
July 2026.

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