Position: CONSULTANCY TO CONDUCT ANALYSIS OF ETM OF ADB AND ITS APPLICABILITY FOR JUST TRANSITION (Oxfam)__Deadline:08Aug

TERMS OF REFERENCE

CONSULTANCY TO CONDUCT ANALYSIS OF ETM OF ADB AND ITS APPLICABILITY FOR JUST TRANSITION
(MDB POLICY ANALYSIS)

Oxfam is committed to preventing any type of unwanted behavior at work including sexual harassment, exploitation and abuse, lack of integrity, and financial misconduct; and committed to promoting the welfare of children, young people, and adults. Oxfam expects all staff and volunteers to share this commitment through our code of conduct. We place a high priority on ensuring that only those who share and demonstrate our values are recruited to work with us.

Indicative Budget	USD 30,000
Contract type	Short-Term Consultancy
Geographical coverage:	ADB has chosen Indonesia, the Philippines, and Vietnam as the pilot countries for testing the Energy Transition mechanism ETM approach. The study would therefore focus on narratives from the two countries – Indonesia and Philippines. However transboundary issues in Asia would be part of the narrative.
Consultancy term	5 months ~
Reporting to	Research and Advocacy Advisor
Key relationships/interactions	FFA Executive Team and FFA country partners
Office Station	Remote work

The Organization

Oxfam is an international confederation of 19 organizations networked together in 97 countries. As part of a global movement for change, we are working together to end world poverty and injustice. We work with thousands of partners in countries around the world, and employ staff in a wide variety of posts. We work directly with communities and we work with the powerful to enable the most marginalized to improve their lives and livelihoods and have a say in every decisions that affect them.

The Programme

Fair Finance Asia (FFA) is a five-year program funded by the Swedish Government through the Swedish Embassy in Bangkok, Thailand. It is a network of civil society organizations in Asia working to ensure that financial institutions operating in Asia are transparent and accountable to Environmental, Social and Governance (ESG) criteria in their business activities and investment decisions. FFA aspires to reduce inequality in Asia by creating an enabling policy environment for integration of social and environmental considerations among financial institutions (FIs) and regulators in the region, and ensuring that FIs advance the interests and needs of local communities towards their well-being.

Currently, FFA is operational at the regional level and in 8 countries across Asia, namely - Cambodia, India, Indonesia, Japan, Pakistan, Philippines, Thailand, and Vietnam. FFA’s regional Executive Team is stationed in Phnom Penh, Cambodia.

FFA is part of the Fair Finance International (FFI) network which operates in 7 other countries globally, apart from the eight FFA countries

Objectives of the Study

Since 2021, FFA has been working towards strengthening its engagement with Multilateral Development Banks (MDBs), as they are critical investors in key sectors such as power generation, infrastructure, and extractives, to name a few. In this context, the FFA network provided comments on the draft Energy Policy of the Asian Development Bank (ADB), highlighting Asian CSOs’ views and inputs on the future of ADB’s energy financing initiatives, moving forward.

In line with this intervention, FFA intends to continue its engagement with other Asian CSOs tracking the progress of ADB’s energy financing and commitment to move Asia towards just energy transition.

At COP26 in Glasgow, ADB, along with Indonesia and the Philippines, launched the ETM Southeast Asia Partnership which was aimed at retiring 5-7 coal-fired power stations in the two countries. This pilot initiative aims at a two-pronged approach of retiring the chosen coal-fired power plants in the two countries, and accelerating new investments towards transitioning these into renewable energy power generation infrastructure.  

Given this context, the FFA network aims to:

• Better understand the objectives of the Energy Transition Mechanism (ETM) framework of the ADB, and assess whether it aligns with commitments under the Paris Agreement, and ultimately moving Asia towards just energy transition.
• Provide recommendations on addressing potential gaps, risks, and challenges in the ETM’s implementation, by highlighting civil society and community perspectives on its alignment with just transition principles, and their practical implications in the contexts of Indonesia and the Philippines.
• Facilitate joint advocacy with other Asian CSOs at the G20 and COP27 to raise awareness on the findings and recommendations of this study.

Scope Of Work

In this context, the specific scope of this study includes:

1. Assess the key gaps, risks, and challenges in the ETM framework , in the context of the Paris commitments and NDCs of Indonesia and, the Philippines, and in consultation with the broader civil society and communities that would be impacted by these projects;
2. Assess the due diligence compliance of the ETM in line with the ADB’s  environmental and social safeguards framework, and ensure that they follow the highest possible standards on issues including human and labor rights, FPIC, and environmental safeguards;
3. Develop a set of recommendations addressing the potential gaps, risks, and challenges that could arise as part of the ETM’s implementation, and building on these
4. Facilitate joint advocacy with other Asian CSOs to raise awareness on these issues at the G20 and COP27.

Even though the application of the ETM is for the whole of Asia, Indonesia and the Philippines. have been selected as the pilot countries for testing the ETM approach. The study would, therefore, focus on the pilot cases in these two countries. However transboundary issues across Asia would also be assessed as part of the overall study narrative.

Expected Advocacy

Advocacy plan for the dissemination of the recommendations of the study. This would include:

1. Platform on which the study recommendations would be disseminated – COP27 or G20?
2. Would that include a panel discussion/study launch/online advocacy/roundtable?
3. Who are the main target stakeholders for the dissemination of the study? What would other relevant engagement look like, i.e., via social media and working with relevant CSO networks?

Expected Outputs

• Inception report indicating the annotated chapter-wise breakup that includes:

• the scope of work
• methodology to incorporate stakeholder views
• the list of informants and the interview questions

• Written report in Word document format of approximately 40 pages (excluding annexes)
• An executive summary of key findings and recommendations of about 5-7 pages maximum 
• A presentation to be delivered by the main researcher/s to the FFA network
• The transcripts of interviews with the raw interview data, if applicable
• All relevant data used and collected as part of the research and analysis including financial flows, if applicable

Schedule, budget, timeline, and deliverables

Activity	Deliverable/s	Timeline	% Payment
Induction	Overall introduction to the assignment	July	30% upon contract award
1st draft of report	Consultant/s to submit 1st draft of report to FFA	1st week of September	40% upon submission of 2nd draft reports
Comments on 1st draft	FFA shares consolidated feedback from 1st round of consultations	3rd week September
2nd draft of report	Consultant/s to submit 2nd draft of the report	2nd week October
Comments on 2nd draft	FFA share consolidated feedback from 2nd round of consultations + signoff	4th week of October
Final draft	Consultant/s to submit final draft of report	1st week of November	Final 30% upon completion of presentation
Presentation	Present final study to FFA network	Mid or 4th week November
Launch	During G20 leaders’ summit / COP27 (potentially a joint side session with FFA)	Mid-November

Process of procurement, selection of consultant

Procedure of procurement

This procurement procedure is organized to contract a consultant(s) for the Analysis of ETM mechanism of ADB and its applicability for just transition (MDB policy analysis). Selected potential suppliers are asked to take part in the competitive procedure for the above mentioned contract. Potential suppliers are asked to present a proposition and make a quotation based in the administrative criteria, selection criteria and award criteria mentioned below. These quotations are assessed on their compliance, quality and price. The contract will in principle be awarded to the organization with the quotation that has the greatest value for money. This means that not only the price, but all award criteria and expertise will be taken into consideration. A panel will conduct interviews with the suppliers with the highest scoring quotations before an award decision is made. The purpose of the interview is to seek further understanding and clarification on the submitted quotations and learn more about the background and previous experiences of the potential suppliers and their teams.

Award criteria

The evaluation of the quotations will be based on the best value for money criterion covering technical quality (the assignment methodology and the best combination of CVs of the consultant presented) and price of the quotation.

Assessment of the proposal

The assessment of the proposal will be based on the criteria below. The best fitting proposal for the assignment will be given the most points.

1. Understanding of the assignment and the proposed methodology (this includes familiarity with countries / region, their contexts, political trends, financial sector and advocacy approach of the FFA Program)
2. Realistic time and budget planning, given the ToR as described above;
3. Outline of how relevant gender and community engagement issues will be considered in the study;
4. Innovative ideas vis-à-vis the report and dissemination.

Disclaimers

FFA may require the supplier to clarify its quotation and/or provide supporting documentation. However, the supplier may not modify its quotation after the deadline for submission of quotations.

FFA reserves the right to stop the purchase procedure completely or partly, temporarily or permanently until the moment of contract signing. In these situations suppliers are not entitled to reimbursement of any costs or damages incurred in connection with this purchase procedure.

Quotations should be valid for at least three months after the deadline for handing in quotations.

FFA cannot be charged in any way for costs related to preparation and submission of a quotation. This can also include interviews and/or providing further information about the quotation.

The risk of any costs and/or damages which may arise by not awarding this contract to a supplier lay solely with the supplier. Oxfam in Cambodia cannot be held responsible for any such costs or damages.

By submitting a quotation the supplier agrees all the terms and conditions specified in this procedure and the provisions of the contract template. The quotation will not contain any reservation(s) to these terms and conditions. A quotation with one or more reservations can be excluded from the procedure.

Organizational Values

• Accountability – Our purpose-driven, results-focused approach means we take responsibility for our actions and hold ourselves accountable. We believe that others should also be held accountable for their actions.
• Empowerment – Our approach means that everyone involved with Oxfam, from our staff and supporters to people living in poverty, should feel they can make change happen.
• Inclusiveness – We are open to everyone and embrace diversity. We believe everyone has a contribution to make, regardless of visible and invisible differences.

HOW TO APPLY

The following should be included in applications:

• At least two relevant reference assignment previously performed by the supplier that are comparable in content scale, timelines, and budget;
• An approach paper, including proposed methodology, report structure, and a time planning based on this ToR;
• CV(s) of the proposed consultant(s), proving relevant experience and/or diplomas.
• Total price. Accompanied with a cost breakdown, showing days or hours spent (per consultant involved) and the related fee, as well as out-of-pocket costs (costs other than fees). Any requirements for subscription to relevant databases for the provision of secondary data should be incorporated into the proposal, including justification and associated budget costs. The consultancy fee should be mentioned in net fee in US Dollars. Oxfam will be responsible to pay 15% withholding tax for resident taxpayer or 14% withholding tax for non-resident taxpayer. If it is a Cambodia-based consulting firm with VAT certificate, then net fee + VAT but no Withholding tax.
• Only application with all items mentioned above will be considered.

 by August 08, 2022 at 23:59, hours GMT+7.

Moreinfo:  https://jobs.oxfamnovib.nl/job/Phnom-Penh-%28KHM_PHP%29-CONSULTANCY-TO-CONDUCT-ANALYSIS-OF-ETM-OF-ADB-AND-ITS-APPLICABILITY-FOR-JUST-TRANSITION/832371701

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