INDIVIDUAL CONSULTANT TO DESIGN AND INSTITUTIONALIZE A COMPREHENSIVE MULTI-YEAR PLANNING AND BUDGETING (MYB) FRAMEWORK ACROSS AU ORGANS AND INSTITUTIONS — Building Institutions And Systems to Harness And Realize Agenda 2063 Project

REQUEST FOR EXPRESSIONS OF INTEREST (CONSULTING SERVICES – INDIVIDUAL CONSULTANT) Country: Ethiopia Name of Project: The Building Institutions and Systems to Harness and Realize Agenda (BIASHARA) 2063 Project Grant No : P180117 Assignment Title : Individual Consultant to Design and Institutionalize a Comprehensive Multi-Year Planning and Budgeting (MYB) Framework Across AU Organs and Institutions Reference No. ET-AUC-564013-CS-INDV The African Union Commission has received financing from the World Bank toward the cost of The Building Institutions and Systems to Harness and Realize Agenda (BIASHARA) 2063 Project and intends to apply part of the proceeds for consulting services. The consulting services (“the Services”) include to institutionalize a comprehensive Multi-Year Planning and Budgeting Framework that enhances fiscal discipline, budget predictability, strategic resource allocation and alignment with African Union priorities. Specific tasks include: Phase 1: Inception, Diagnostic Assessment and Framework Design The Consultant shall: Conduct a comprehensive review of existing AU planning, budgeting and reporting practices and tools. Develop a structured Multi-Year Budgeting Framework. Define methodologies for rolling budgets and medium-term budget projections. Establish linkages between the MYB Framework and Results-Based Management (RBM). Phase 2: Systems Development, Policy Alignment and Tools Design The Consultant shall: Design standardized templates and tools to support Multi-Year Budgeting. Recommend system enhancements and integration mechanisms for embedding MYB within existing planning and budgeting systems. Update the AU Budget Manual to incorporate MYB and RBM principles. Develop policy notes and implementation guidance. Phase 3: Capacity Building and Implementation The Consultant shall: Design and implement a comprehensive capacity-building programme. Provide hands-on technical assistance to Departments, Offices and Organs. Develop user manuals, operational procedures and guidance notes. Capture lessons learned and refine methodologies, templates and implementation guidelines. Phase 4: Institutionalization, Governance and Stakeholder Engagement The Consultant shall: Develop a detailed institutionalization roadmap. Establish governance mechanisms for sustained implementation and oversight. Strengthen institutional ownership and ensure long-term integration of MYB into AU planning and budgeting processes. The detailed Terms of Reference (TOR) for the assignment are attached to this Request for Expression of Interest. The African Union Commission now invites eligible individuals (“Consultants”) to indicate their interest in providing the Services. Interested Consultants should provide information demonstrating that they have the required qualifications and relevant experience to perform the Services. The shortlisting criteria are: An advanced university degree in Public Finance, Economics, Public Administration or a related discipline. At least fifteen (15) years of demonstrated experience in Public Financial Management, Medium-Term Expenditure Frameworks (MTEF), strategic planning and budgeting reforms. Proven experience supporting international organizations, regional institutions or multilateral development organizations. Experience in institutionalizing Results-Based Budgeting and Medium-Term Budget Frameworks. Familiarity with international organizational budgeting systems will be an added advantage. Strong analytical, facilitation, communication and stakeholder engagement skills. The attention of interested Consultants is drawn to Section III, paragraphs, 3.14, 3.16, and 3.17 of the World Bank’s “Procurement Regulations for IPF Borrowers” July 2016, revised November 2020 (“Procurement Regulations”), setting forth the World Bank’s policy on conflict of interest. A Consultant will be selected in accordance with the Individual Consultant selection method set out in the Procurement Regulations. Further information can be obtained at the address below during office hours i.e. 0900 to 1700 hours . Expressions of interest must be delivered in a written form to the address below (in person, or by mail, or by e-mail) by 22 October 2026 African Union Commission, Attn: Head of Supply Chain Management Division Building C, 3rd Floor, P.O Box 3243, Roosevelt Street Addis Ababa, Ethiopia Tel: +251 (0) 11 551 7700 – Ext 4305 Fax: +251 (0) 11 551 0442; +251 11-551-0430 E-mails: tender@africanunion.org TERMS OF REFERENCE INDIVIDUAL CONSULTANT TO DESIGN AND INSTITUTIONALIZE A COMPREHENSIVE MULTI-YEAR PLANNING AND BUDGETING (MYB) FRAMEWORK ACROSS AU ORGANS AND INSTITUTIONS Background The African Union Commission (AUC) is committed to strengthening strategic planning, results-based management, and sound financial governance in support of the aspirations of Agenda 2063: Second Ten-Year Implementation Plan (STYIP) 2024–2033 and the AUC Strategic Plan 2024–2028. Achieving these continental priorities requires planning and budgeting systems that are strategic, integrated, predictable and focused on delivering measurable results. In accordance with Article 13(4) of the African Union Financial Rules, every AU Organ and Institution is required to contribute to a consolidated budget proposal comprising an annual budget together with projections for the following two years. This provision establishes the foundation for a Medium-Term Planning and Budgeting Framework that aligns strategic priorities with sustainable resource allocation and institutional performance. To support this transformation, the African Union Commission intends to engage a consultant to design and institutionalize a comprehensive Multi-Year Planning and Budgeting (MYB) Framework across AU Organs and Institutions. The assignment will facilitate the integration of strategic planning, medium-term expenditure planning, annual budgeting and performance management. The Consultant will work closely with the Finance Directorate and the Office of Strategic Planning and Delivery (OSPD) to develop practical implementation arrangements, strengthen institutional coordination and support organizational change management. Objective of the Assignment Overall Objective To institutionalize a comprehensive Multi-Year Planning and Budgeting Framework that enhances fiscal discipline, budget predictability, strategic resource allocation and alignment with African Union priorities. Specific Objectives The Consultant shall: Establish an operational Multi-Year Planning and Budgeting Framework with a rolling three-year planning horizon. Strengthen Results-Based Budgeting (RBB) practices and improve the linkage between strategic planning and budgeting. Enhance the credibility, transparency and realism of AU budgets. Build institutional and technical capacity across AU Organs and Institutions. Standardize methodologies, templates and implementation tools for MYB. Scope of Work The Consultant shall undertake the following activities. Phase 1: Inception, Diagnostic Assessment and Framework Design The Consultant shall: Conduct a comprehensive review of existing AU planning, budgeting and reporting practices and tools. Develop a structured Multi-Year Budgeting Framework. Define methodologies for rolling budgets and medium-term budget projections. Establish linkages between the MYB Framework and Results-Based Management (RBM). Phase 2: Systems Development, Policy Alignment and Tools Design The Consultant shall: Design standardized templates and tools to support Multi-Year Budgeting. Recommend system enhancements and integration mechanisms for embedding MYB within existing planning and budgeting systems. Update the AU Budget Manual to incorporate MYB and RBM principles. Develop policy notes and implementation guidance. Phase 3: Capacity Building and Implementation The Consultant shall: Design and implement a comprehensive capacity-building programme. Provide hands-on technical assistance to Departments, Offices and Organs. Develop user manuals, operational procedures and guidance notes. Capture lessons learned and refine methodologies, templates and implementation guidelines. Phase 4: Institutionalization, Governance and Stakeholder Engagement The Consultant shall: Develop a detailed institutionalization roadmap. Establish governance mechanisms for sustained implementation and oversight. Strengthen institutional ownership and ensure long-term integration of MYB into AU planning and budgeting processes. Schedule for Completion of Tasks Phase Timeline Phase 1: Inception, Diagnostic Assessment and Framework Design Months 1 Phase 2: Systems Development, Policy Alignment and Tools Design Months 3 Phase 3: Capacity Building and Pilot Implementation Months 4 Phase 4: Roll-out, Institutionalization and Final Reporting Months 5 Total Duration: Five (5) Months Data, Services and Facilities to be Provided by the Client The African Union Commission shall provide: Relevant AU Financial Rules, Budget Manual, policies and strategic documents. Existing planning, budgeting and reporting templates. Access to relevant documentation and systems required for the assignment. Coordination with AUC Departments, Offices and Organs. Meeting facilities and logistical support for workshops and stakeholder consultations, where applicable. Deliverables Phase Deliverables Expected Outputs Phase 1 Inception Report; Work Plan; Initial Institutionalization Roadmap; Draft MYB Framework; Methodology for Rolling Budgets Assessment completed; Draft MYB Framework validated; Initial roadmap approved Phase 2 Final MYB Framework; Standardized Templates; System Integration Recommendations; Revised Budget Manual; Policy Briefs MYB tools finalized; Systems requirements documented; Guidance approved Phase 3 Training Materials; User Manuals; Workshop Reports; Model MYB Budgets; Implementation Report Stakeholders trained; MYB tools refined Phase 4 Final Institutionalization Roadmap; Final Consultancy Report; Governance and Sustainability Recommendations Institutionalization mechanisms finalized; Final MYB Framework completed Payments shall be made upon satisfactory completion and formal acceptance of each phase deliverable. Consultant's Qualifications, Experience and Competencies The Consultant shall possess: An advanced university degree in Public Finance, Economics, Public Administration or a related discipline. At least fifteen (15) years of demonstrated experience in Public Financial Management, Medium-Term Expenditure Frameworks (MTEF), strategic planning and budgeting reforms. Proven experience supporting international organizations, regional institutions or multilateral development organizations. Experience in institutionalizing Results-Based Budgeting and Medium-Term Budget Frameworks. Familiarity with international organizational budgeting systems will be an added advantage. Strong analytical, facilitation, communication and stakeholder engagement skills. Client's Assignment Management Arrangements The Consultant shall report to the Head of Budget Division, Finance Directorate, and work closely with the Office of Strategic Planning and Delivery (OSPD). The assignment shall be supervised through regular technical review meetings to ensure alignment between planning, budgeting and implementation processes. All reports and deliverables shall be reviewed and approved by the Finance Directorate in consultation with OSPD prior to acceptance.