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Consultancy to undertake national policy reviews to improve the recognition of the local community rights and benefits for sustainable mangroves management in the SWIO region.

Terms of reference

 

(RELAUNCH)

Title: Consultancy to undertake national policy reviews to improve the recognition of the local community rights and benefits for sustainable mangroves management in the SWIO region.

Department                : Conservation

Project    : MG206100 

Supervisor        : SBE Coordinator SWIO

Type of contract      : Consultancy (international)

Date                           : 15th May 2023 to 11th August 2023 (40 working days at maximum)

Reference                 : 010/TNR/2023
 

  1. Background on the project 

WWF-Norway has been supporting work related to the sustainable management of oceans and coastal forests in Eastern and Southern Africa for the last 15-20 years. This includes projects and programmatic work in coastal East and Southern Africa, including coastal Tanzania, Mozambique, Kenya and Madagascar. As part of that support, WWF-Norway in cooperation with WWF Tanzania, WWF Mozambique and WWF Madagascar developed the project “Mangrove Management for Climate Risk Resilience and Improved Livelihoods” funded by NORAD. The planned project impact is to strengthen the resilience to climate change of poor coastal communities in Mozambique and Tanzania as well as strengthen the resilience of coastal ecosystems that these people, economies, and ecosystem services rely on. The project thus contributes to the achievement of international agreements and processes, mainly the 2030 Sustainable Development Goals (SDG 1, SDG 13 and SDG 14). 

To achieve the project impact, the three following outcomes are targeted: 

- Outcome 1: Local and national institutions in Mozambique and Tanzania commit to and adopt policies and legislation that recognize rights of local communities to manage, use and benefit from mangroves.

- Outcome 2: Sustainable management of mangroves that supports effective ecosystem-based climate change adaptation solutions for coastal communities in Mozambique and Tanzania.

- Outcome 3: Sustainable community-led enterprises are established and enabling conditions are in place to support communities managing mangroves beyond the project.

The project has two levels of implementation: regional (SWIO) and national (Mozambique and Tanzania). This consultancy will be implemented at regional level and contribute to  outcome 1. The context and justification can be accessible here
 

  1. Objectives and expected results of the assignment

As stated above, one of the main outcomes of the project is to facilitate the adoption of policies and legislation which recognise the rights of local communities to manage, use and benefit from their mangroves. This consultancy will contribute towards this outcome by reviewing the existing policies/legal frameworks within the targeted countries (Mozambique, Tanzania and Madagascar). It is worthy to note that these countries were part of the 7 case studies which revealed different aspects of mangrove governance. Under this consultancy, the identification of major gaps in the policies/legal frameworks should meaningfully go beyond government recognition of the traditional role of the local communities. To date, the mere recognition of their rights and responsibilities does not meet their real aspirations nor ensure their full involvement to mangrove management. 

The consultants shall elaborate and develop specific and clear recommendations for each country and also at regional level. For this, a thorough review of existing policies/legal frameworks and commitments, and their implementation made by these countries is needed. This consultancy shall serve as a knowledge basis, upon which the policy briefs at national level will be developed. 

In terms of methodology, gaining a broader and rooted understanding of the practice of the policies/legal frameworks related to the rights and benefits of the local communities would be highly recommended. Specifically, an effort should be put on understanding national policies related to rights, inclusion and justice of local communities to “carbon credit”. Surveying representatives of policy makers, civil societies representing the voice of local communities, the private sector and academia are highly recommended to complement the desk review. 
 

  1.     Expected results

At the end of the assignment, the expected results of the consultancy are as follow:

  • At national level:

  • Updated information on policy limitations and gaps related to rights and benefits of local communities are identified, analyzed and synthesized;

  • Recent lessons learned and good practices related to rights and benefits of local communities are documented for eventual sharing at the higher sphere level;

  • Evaluating national policies (Mozambique, Tanzania and Madagascar) that include blue carbon mechanism with respect to community Rights over mangrove ecosystems;

  • Develop policy paper (one of each country) that highlights and articulates evidence of community right, benefit sharing, gender equity and incentives for sustainable mangrove management emphasizing blue carbon from the perspective of “carbon credit”;

  • Actionable recommendations (with priority setting for each country) for better management frameworks considering recognition of the rights and mechanisms of benefit sharing are identified.

  • At regional level:

  • Commonalities on the policy gaps are identified, upon which practical recommendations are elaborated to consolidate the champion status of the WIO in mangrove conservation.  

The policy paper should be logically structured, contain evidence-based findings, conclusions, lessons and actionable recommendations, and should provide information that is relevant to the overall analysis from the 3 countries. The policy paper should capture details of the key focus described in the expected results. 
 

  1. Assignment period

The execution of the entire contract is to take place between 15 May 2023 – 11 August 2023. The deadlines for the individual work sections are listed under deliverables in this ToR. The consultancy should not exceed 40 working days to complete spread over the three months.
 

  1. Deliverables

Services

Maximum number of days of work

Deadline

  1. Virtual kick-off meeting (approximately 1h) with SWIO core team for coordination

0.5 

15 May  2023

  1. Desk-based analysis-interviews-data collection process

10 

09 June 2023

  1. First draft of report, which sets out the policy limitations/gaps related to rights and benefits of local communities including related lessons learned and good practices

15

03  July 2023

  1. Virtual meeting to pre-validate the improved draft of the report which include a set of actionable recommendations/presentation of the key points of the three policy papers

0,5

13 July 2023

  1. Submission of the final report along with the policy paper for each country

14

11 August 2023

Deviations are to be presented in a detailed time and cost planning.

Any delay in submission of the reports/products will result in a deduction of 1‰ per day of delay from the total fees.
 

  1. Eligibility/Qualification of Consultants

Could be individuals, consortium or institutions that fulfill the criteria set herein:

  • At least 7 years of relevant experience related to  mangrove conservation and regional policies around mangrove governance, rights of coastal communities in connection with marine resources, blue carbon or blue economy.

  • Demonstrated understanding of policy, institutional and local context for mangrove conservation, biodiversity conservation, and blue carbon ecosystem in the SWIO region, in particular in Mozambique, Tanzania and Madagascar; 

  • Having good skills in extracting and summarizing important information as well as drawing out key recommendations in written and verbal modes, 

  • Ability to clearly communicate key findings at high-level stakeholder events, which he/ she shall be able to organize;

  • Broad knowledge on the mangrove ecosystem and local livelihoods around climate change (resilience, adaptation and mitigation), sustainability, blue economy ecosystem as well as the linkages between them and their respective international conventions, ideally in the SWIO region;

  • Excellent stakeholder management and inter-personal skills;

  • Ability to collect, analyze data to compile and synthesize information in coherent and succinct formats;

  • Ability to plan independently and manage conflicting priorities, and work under pressure.

  • Proven experience in writing high quality policy papers. 

  • Excellent written and oral communication skills in English, and good level of French and Portuguese would be an additional asset.
     

  1. Coordination and supervision

The consultant will carry out the assignment under the supervision of the SWIO SBE Program Coordinator and  WWF experts. .

  1. Application 

Those interested, either as individuals, consortium or institutions, are required to submit the following by email to procurement@wwf.mg with the referenceAO - 010/TNR/2023 Consultancy to undertake national policy reviews to improve the recognition of the local community rights and benefits for sustainable mangroves management in the SWIO region – RELAUNCH” in subject line delivered not later than 05 May 2023 at 17.00 pm EAT time . Applications sent after the deadline or incomplete applications will not be processed. The following documents should be sent with the application. 

  1. A technical proposal outlining: 

  • Supplier information.

  • Understanding of the request and describing the proposed approach and methodology to deliver the mandate.

  • Response to the technical and functionnal requirements. 

  • Structure of the proposed team including resume, description of roles and qualifications. Template for the resume is available on the link https://bit.ly/2H2M8Ed  (or request to be sent to procurement@wwf.mg)

  • Necessary relevant information showing past experience in related field such as Attestion of Service or similar documents.,

 
  1. A financial proposal in USD: the budget should give details of consultancy days as well as daily rates, along with management secretariat costs. Daily rates and expenditures should be shown separately. The offer should also show tax-except and taxable costs. Where costs are tax-exempt, explanations should be provided.  (Please note that any costs for developing proposals in response to this assignment are not reimbursable). Please do not use any other currency in your fianancial proposal.

WWF will directly pay for all expenses related to travels (if there is any), so those expenses should not appear in the consultant offer. The rate of Per diem and Accommodation should not exceed WWF’s rate and the airfare is based on Economic class.

For the case of non-resident consultants in Madagascar, the consultant is subject to the payment of the Tax on Income from Non-Resident (under Article 01.01.14.'s Tax Code CGI) up to 10% (or 5 % if based in Mauritius). A remark on this tax should appear in the financial offer.

 
  1. Evaluation of Applications

An evaluation committee will review and rank the received offers.  The evaluation of the technical proposal being completed prior to any price proposal being opened and compared.

Applications will be evaluated as follows: 

  • Understanding and technical soundness and merit of methodology to execute the assignment (40 points); 

  • Organizational capacity and expertise to execute the assignment (25 points);

  • Past experience and performance relevant to the assignment (25 points);

  • Timetable (10 points)

The adjudication returns to the technical best offer (among those higher than or equal to 60/100) whose financial offer does not exceed the budget available. The possibility of negotiation is not excluded in conditions that the technical best offer makes a financial offer exceeding available budget.

11 Important Notice:

  • Applications received after the deadline will be rejected.

  • Incomplete applications will not be processed.

  • WWF MDCO has the right to modify the application conditions at any time during the application process. All applicants will be notified about such a modification.

  • Review of applications will start immediately after the deadline by the hiring committee.

  • All applications will be treated with strict confidentiality. 

  • WWF will not discriminate based on gender, age, ethnic background or religion. All qualified applicants are encouraged to apply including women, people from a minority background and people with disabilities.

 
  1. Notes on canceling the current tender 

The current offer may be canceled under the following conditions: 

  • Competitiveness is not adequate;

  • No offers meet the requirements ;

  • Received offers significantly overreach the proposed budget. 

  1. Conditions of the tender

The proposed work will be carried out under contract attached as an annex to the present TORs. The contact will be drawn up after the offer has been confirmed. The consultant will assume all fiscal responsibilities relative to his/her tax status. As an independent employee, the consultant is responsible for the payment of any tax that might be demanded within the framework of this agreement, assuming that he is able to justify he is in good standing and up to date vis-à-vis administrative and tax authorities; otherwise, and in accordance with the law, WWF is obliged to withhold at source on the amount of its services or fees / bills, the percentage to be paid to the taxes authorities. For the particular case of non-resident consultants, the consultant is subject to the payment of the Tax on Income from Non-Resident (under Article 01.01.14.'s Tax Code CGI) up to 10% (or 5 % if based in Mauritius). A remark on this tax should appear in the financial offer.

 

The consultant will be subject to WWF management procedures at all times. 

  1. Payment of fees

Payments will be made in three installments as follows:

 
  1. 15% of the total amount of fees, upon submission of deliverables 1) and 2), and their acceptance by the Supervisor; and submission and approval of an invoice detailing services rendered;

  2. 35% of the total amount of fees, upon submission of deliverables 3) and its acceptance by the Supervisor; and submission and approval of an invoice detailing services rendered;

  3. 50% of the total amount of fees, upon submission of deliverables 4-5), and their acceptance by the Supervisor; and submission and approval of an invoice detailing services rendered;

 

The invoice must contain the following information: name and address of the consultant, invoice date, unique invoice number, amount of fees free of charges, amount of taxes, service rendered, deliverable and/or number of hours charged, period in which service was provided, bank details. 

 

WWF cannot grant in advance honorary fees. Though, field trip expenses, in accordance with WWF procedures, are payable in advance once the consultancy contract established. 

  1. Fraud, corruption and conflict of interest declaration

Candidates have read entirely the WWF Policy for interests and the WWF Policy Conflicts for Prevention and the Survey of Fraud and Corruption. He understands his responsibilities to comply, and fully commit to it. He acknowledges he has no conflicts, as described in the WWF's Policy on Conflicts of Interest: https://bit.ly/2H2M8Ed 

Candidates must respect the professional rules of conduct without any reproach in the conduct of its mandate. Furthermore, the contractor will ensure not to tarnish the image of the WWF execution of its mandate. WWF gives the right to terminate the agreement in proven cases of misconduct that can harm the WWF.