Job Posting 86185

Subject Matter Expert: Financial Literacy For Settlement Workers
Alberta Association of Immigrant Serving Agencies (AAISA)
Work From Home - Calgary area, Edmonton area
closed 4 days ago (Sat, 13 Aug)
rfp (request for proposal)  •  $6,000 per project

request for proposals

subject matter expert (sme): financial literacy for settlement workers


in brief

The Alberta Association of Immigrant Serving Agencies (AAISA) is seeking a subject matter expert (SME) to create and deliver a facilitated workshop that will then be adapted into an online, self-paced workshop. The course will be on the topic of Financial Literacy for Settlement Workers, with the primary aim of increasing the capacity of providers working in the settlement sector.

about aaisa

The Alberta Association of Immigrant Serving Agencies (AAISA) is a non-profit umbrella organization that has represented, supported, and advocated for Alberta’s settlement and integration sector since 1980. Collectively, AAISA member agencies offer services to newcomers in over 22 municipalities across the province. AAISA’s mandate is to build sector capacity to serve newcomers by providing access to relevant and meaningful professional development opportunities, engaging the sector on issue-based initiatives, and by undertaking research to build understanding of context and emerging needs.

More info about AAISA: 

objectives and learning outcomes

AAISA is seeking a subject Matter Expert (SME) to undertake a Course Design Development and Facilitation project in collaboration with AAISA staff.

Funded by AAISA, this training must address helping newcomers navigate the Canadian banking system, learn how to save, build credit, set financial goals, taxation, develop skills and confidence, by equipping Settlement workers. Newcomers’ varying experiences with financial products and services including the taxation in their home countries, may cause apprehension about the safety and reliability of financial products and services in Canada. Therefore, it is necessary for settlement workers to be well informed of financial matters, availability, and accessibility of financial resources to better serve newcomers.

The learning goals of the course must include, but not limited to the following:


  • Familiarize practitioners with terminology related to finance especially within Canada
  • Provide practitioners with strategies and tools to support newcomers in relation with the core areas of financial literacy – savings, investment, borrowing, spending and taxation
  • Share with practitioners a list of available resources, directives and legislation and support to guide newcomers with financial literacy needs (Provincial and Federal)
  • Equip practitioners to provide need based and inclusive financial literacy learnings and tools (in view of bias and barriers newcomers may have concerning finance)

learning outcomes

By the end of the course participants will be able to:

  • Use tools, checklists, and assessment methods to identify financial literacy needs or gaps of newcomers
  • Learn how to teach newcomers to create a realistic budget that acknowledges their personal values and helps them move closer to achieving their financial aspirations
  • Explain the difference between needs and wants, understand their cash flow and how to control it
  • Learn effective tools for managing money appropriately, how to help newcomers define a financial plan
  • Understand the Canadian tax system as a newcomer – how to fill out tax forms upon employment, when and how to file using available resources, impact, and benefit of tax filings
  • Help newcomers understand credit, how to build credit, differentiate between “good debt” and “bad debt”
  • Understand basics of investing and investment options such as – RRSP, TFSA, RESP
  • Guide newcomers to learnings and resources for creating a small business and small business plan
  • Guide newcomers on options including resources and tools available for financing
  • Understand and know Federal and Provincial government benefits available and what category of newcomers its available to, in order to provide better tailored financial advice
  • Understand the legal framework and the key resources available to newcomers
  • Ensure financial literacy training are relevant to client or client group’s needs
  • Assist newcomers identify spending habits that have and have not been effective in the past


scope of work

The scope of work of the project is as follows:

  • Design, development, and facilitation of professional development sessions including:
    • Facilitated workshops to be delivered by early October 2022
    • Online self-paced course with 5-7 modules and appropriate course materials, assignments, supplementary materials, quizzes, assessments, and instruments for evaluation of learning to be made available on AAISA’s Moodle LMS by December 2022
  • Creation of an Evaluation of Learning effectiveness for the workshop sessions and self-paced online course modules
  • A development report that provides a summary of workshop and course description, learning objectives and outcomes, learning activities, and course structure
  • A delivery report that provides information regarding attendance and participation, number of registered participants from AAISA member agencies and non-members, reflection by facilitators on the proceedings of the workshops and activities and possible area of improvement, and other relevant information for greater accountability.
  • A final report that will assist AAISA in shaping the future direction of its professional development work with settlement practitioners in Alberta settlement and integration sector.


The SME (also known as the “consultant”) will be responsible for:

  • Providing a plan with a timeline for each project component and deliverable
  • Conducting a literature review and exploring current best practices to identify key areas of focus for the workshops and modules of the online self-paced course
  • Ensuring all facilitated workshops and online self-paced course components are developed in alignment with AAISA’s settlement practitioner competency framework and current contextual needs
  • Providing the content for the online facilitated and self-paced course including drafts, revisions, and finals
  • Meeting with AAISA’s Programs & Services department to plan for the development of the online self-paced course
  • Collaborating with AAISA’s Learning & Technology Coordinator to develop content in relation to AAISA’s structure of the online self-paced course
  • Committing to generation of digital learning resources for the online self-paced course (this would include electronic versions of pre- and post- assessments of competencies, discussion board tasks, full course content, descriptions and course outlines, assignments and quizzes, readings and references, and Microsoft PowerPoint slides)
  • Assisting in the creation of the audio and video recording of content for the online self-paced course. The SME will require a commitment of an estimate 25 hours (5 hours per module) to complete audio and video recording. The SME will coordinate with AAISA’s Learning & Technology Coordinator to arrange suitable dates to undertake recordings
  • Create an Evaluation of Effectiveness of Learning for the workshop sessions and online self-paced course modules to AAISA’s Professional Development Leads

AAISA will be responsible for:

  • Securing the online platform or in person location, advertising, and promoting course on social media, and handling registration, enrolment, and distribution of workshop materials
  • Providing the working space and technology to audio record the voice over for all presentation slides of the content modules for the online self-paced course. These recordings will be done at the AAISA office in downtown Calgary or virtually
  • Providing the working space and technology to video record a short introductory orientation for the online self-paced course. These recordings will be done at the AAISA office in downtown Calgary or virtually
  • Providing the SME with the AAISA Competency Framework


  • A brief description of the intended learning outcomes for the workshop and online self-paced course
  • Demonstration of how learner outcomes align with AAISA’s Settlement Practitioner Competency Framework
  • Key tasks and activities, including assessment of learnings in workshop and online self-paced course
  • List of resources and references
  • Pre-reading materials to be provided to workshop participants
  • Facilitator guide including notes to facilitators with instructions for delivery and materials required
  • Digital learning resources for online delivery (electronic documents, Microsoft PowerPoint presentation slides, audio, video, and other multimedia resources)
  • Assessment for learning that can be completed by participants
  • Evaluation criteria that can be used to judge the effectiveness and experiences and experience of learning in the workshop and the online self-paced course


Proprietary right to all data, materials, documentation, and products originated by and prepared pursuant to the contract shall belong exclusively to AAISA. The contractor will acknowledge and agree that any Product and/or Deliverable created shall be considered a “work made for hire” and all rights to said Product and/or Deliverable shall belong exclusively to AAISA. The contractor will be prohibited from disseminating products and information developed.


We require a detailed proposal with a cost estimate and projected timelines for the project that includes the above deliverables. PLEASE NOTE that the proposal should not exceed $6,000 subject to negotiation.

The project will start no later than OCTOBER 2022 and the deliverables contents other than the facilitated synchronous sessions must be completed no later than DECEMBER 2022.

The proposal should include:

  • Project design: proposed activities, cost estimates, and timeline for the various components (approach to learning/facilitation, learning goals, proposed modules, etc.) of the project
  • Resume of the Project Lead responsible for the development and coordination of the project
  • List of courses/workshops developed/delivered previously
  • Two references of people for whom you have developed/delivered course or workshops previously and their contact information



The following are the criteria we will use in the selection process:

  • Detailed plan and timeline (including projected costs for each component)
  • Demonstrated expertise in serving immigrants from various backgrounds, in-depth understanding of finance including Canadian banking system, taxation system, investment options, credit system, effective tools for financial management. Small business ownership and financial management
  • Familiarity with online learning environments preferred (e.g., Moodle, etc.)
  • Familiarity with online webinar platforms preferred (e.g., Zoom, Microsoft Teams, etc.)
  • Evidence of high standards in curriculum design, development, and evaluation
  • Compliance with deadline(s)
  • Fluency in English, both written and verbal
  • In your proposal, please identify the following information;
    • Learning goals and outcomes
    • Key focus questions
    • Main areas of awareness and attitude

The proposal will be reviewed in detail according to the above criteria. Shortlisted candidates will be asked to provide portfolios of their work or examples of previously designed and developed courses and/or workshops, as well as to participate in an interview. All applicants will be promptly notified when a selection has been made.

Both individual and collaborative proposals will be considered.


Please send an electronic submission including the following: letter of intent, resume, plan, examples of past work, and proposed fees to . Please ensure that your name or your organization’s name appears in the file name.

Your electronic submission should be sent by Friday, August 12, 2022 @ 5PM MDT to .

Qualified applicants will be added to AAISA’s network for notification of future opportunities.

If you have any questions, please contact .

AAISA is an Equal Opportunity Employer, and we work to sustain anti-discrimination and anti- racism practices in our workplace. We do not discriminate based on race, ethnicity, sexual orientation, gender identity and/or gender expression, age, physical or mental health, religion or beliefs, or any other status protected by law. Harassment or discrimination is not tolerated at AAISA. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business need

PLEASE NOTE: AAISA is not obligated to accept the lowest cost proposal. In addition, AAISA need not accept any of the proposals. All decisions of AAISA shall be final and binding.



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