Consultancy To Develop a Comprehensive Resource Mobilisation Strategy & Proposal(s) For the ESW Youth In Water Initiative

ESW Youth In Water Resource Mobilisation
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Request for Proposals (RfP)
Consultancy To Develop a Comprehensive Resource
Mobilisation Strategy & Proposal(s) For the ESW Youth In Water
Initiative
IUCN ESARO, Mozambique Country Office, Water and Wetlands Programme
RfP Reference: IUCN-02-2024-ESW YOUTH IN WATER RESOURCE MOBILISATION
Welcome to this Procurement by IUCN. You are hereby invited to submit a Proposal. Please
read the information and instructions carefully because non-compliance with the instructions
may result in the disqualification of your Proposal from this Procurement.
1. REQUIREMENTS
1.1. A detailed description of the services and/or goods to be provided can be found in
Attachment 1.
2. CONTACT DETAILS
2.1. During the course of this procurement, i.e. from the publication of this RfP to the
award of a contract, you may not discuss this procurement with any IUCN employee
or representative other than the following contact. You must address all
correspondence and questions to the contact, including your proposal.
IUCN Contact: Tenders [email protected]
ESW Youth In Water Resource Mobilisation
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3. PROCUREMENT TIMETABLE
3.1. This timetable is indicative and may be changed by IUCN at any time. If IUCN decides
that changes to any of the deadlines are necessary, we will contact you.
DATE ACTIVITY
19 February 2024 Publication of the Request for Proposals
22 February 2024 Deadline for confirmation of intention to bid
29 February 2024
Deadline for submission of proposals to IUCN (“Submission
Deadline”)
02 March 2024 Clarification of proposals
03 March 2024 Planned date for contract award
03 March 2024 Expected contract start date
30 March 2024 Submission of the final report/submission
3.2. Please email the IUCN contact to confirm whether or not you are intending to submit
a proposal by the deadline stated below.
4. Completing And Submitting A Proposal
4.1. Your Proposal must consist of the following three documents:
 Signed Declaration of Undertaking (see Attachment 2)
 Technical Proposal (see Section 4.4 below)
 Financial Proposal (see Section 4.5 below)
Proposals must be prepared in English.
4.2. Your Proposal must be submitted by email to the IUCN Contact (see Section 2). The
subject heading of the email shall be RfP Reference: IUCN-02-2024-ESW YOUTH
IN WATER RESOURCE MOBILISATION.
4.3. The bidder name is the name of the company/organisation on whose behalf you are
submitting the proposal, or your own surname if you are bidding as a self-employed
consultant. Your proposal must be submitted in PDF format. You may submit multiple
emails suitably annotated, e.g. Email 1 of 3, if the attached files are too large to suit a
single email transmission. You may not submit your Proposal by uploading it to a filesharing
tool.
4.4. Eligibility
Not Applicable
4.5. Technical Proposal
The technical proposal must address each of the criteria stated below explicitly
and separately, quoting the relevant criteria reference number (left-hand column).
Proposals in any other format will significantly increase the time it takes to
evaluate, and such Proposals may therefore be rejected at IUCN’s discretion.
ESW Youth In Water Resource Mobilisation
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Where CVs are requested, these must be of the individuals who will actually carry
out the work specified. The individuals you put forward may only be substituted
with IUCN’s approval. IUCN will evaluate technical proposals with regard to each
of the following criteria and their relative importance:
Description Information to
provide
Relative
weight
1 Understanding of the task/scope of
work
15%
2 Expert specialisation & work
experience
CV and relevant
qualifications
25%
3 Expertise in similar assignments
Work Portfolios 30%
4 Proposal Development Experience
Previous reports 30%
TOTAL 100%
4.6. Financial Proposal
4.6.1. The financial proposal must be a fixed and firm price for the provision of the
goods/services stated in the RfP in their entirety.
4.6.2. Prices include all costs
Submitted rates and prices are deemed to include all costs, insurances, taxes/
withholding tax (except VAT, see below), fees, expenses, liabilities, obligations,
risks and other things necessary for the performance of the Terms of Reference
or Specification of Requirements. IUCN will not accept charges beyond those
clearly stated in the Financial Proposal. This includes applicable withholding taxes
and similar. It is your responsibility to determine whether such taxes apply to your
organisation and to include them in your financial offer.
4.6.3. Applicable Goods and Services Taxes
Proposal rates and prices shall be inclusive of WHT of 20% but exclusive of Value
Added Tax.
4.6.4. Currency of proposed rates and prices
All rates and prices submitted by Proposers shall be in [EUR currency].
4.6.5. Breakdown of rates and prices
For information only, the price needs to be broken down as follows (noting the
number of working days/unit price:
Description Quantity Unit Price
& No of
Days(EUR)
Total Price
(EUR)
1 Resource Mobilisation Strategy 1
2 Final Proposals
– Concept to be submitted as an
unsolicited proposal
– Programmatic Funding Proposal
1
TOTAL
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4.7. Additional information not requested by IUCN should not be included in your
Proposal and will not be taken into account in the evaluation.
4.8. Your proposal must remain valid and capable of acceptance by IUCN for a period of
90 calendar days following the submission deadline.
4.9. Withdrawals and Changes
You may freely withdraw or change your proposal at any time prior to the
submission deadline by written notice to the IUCN Contact. However, in order to
reduce the risk of fraud, no changes or withdrawals will be accepted after the
submission deadline.
5. Evaluation of proposals
5.1. Completeness
IUCN will first check your proposal for completeness. Incomplete proposals will not be
considered further.
5.2. Technical Evaluation
5.2.1. Scoring Method
Your proposal will be assigned a score from 0 to 10 for each of the technical
evaluation criteria, such that ‘0’ is low and ‘10’ is high.
5.2.2. Minimum Quality Thresholds
Proposals that receive a score of ‘0’ for any of the criteria will not be considered
further.
5.2.3. Technical Score
Your score for each technical evaluation criterion will be multiplied with the
respective relative weight (see Section 4.4) and these weighted scores added
together to give your proposal’s overall technical score.
5.3. Financial Evaluation and Financial Scores
The financial evaluation will be based upon the full total price you submit. Your financial
proposal will receive a score calculated by dividing the lowest financial proposal that
has passed the minimum quality thresholds (see Section 5.2.2) by the total price of your
financial proposal.
Thus, for example, if your financial proposal is for a total of CHF 100 and the lowest
financial proposal is CHF 80, you will receive a financial score of 80/100 = 80%
5.4. Total Score
Your proposal’s total score will be calculated as the weighted sum of your technical
score and your financial score.
The relative weights will be:
Technical: 70%
Financial: 30%
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Thus, for example, if your technical score is 83% and your financial score is 77%, you
will receive a total score of 83 * 70% + 77 * 30% = 58.1% + 23.1% = 81.2%.
Subject to the requirements in Sections 4 and 7, IUCN will award the contract to the
bidder whose proposal achieves the highest total score.
6. Explanation of procurement procedure
6.1. IUCN is using the Invitation Procedure for this procurement. This means that only
invited bidders may submit a proposal. IUCN typically invites from four to six bidders
to submit a proposal.
6.2. You are welcome to ask questions or seek clarification regarding this procurement.
Please email the IUCN Contact (see Section 2), taking note of the deadline for
submission of questions in Section 3.1.
6.3. All proposals must be received by the submission deadline in Section 3.1 above. Late
proposals will not be considered. All proposals received by the submission deadline
will be evaluated by a team of two or more evaluators in accordance with the
evaluation criteria stated in this RfP. No other criteria will be used to evaluate
proposals. The contract will be awarded to the bidder whose proposal received the
highest Total Score. IUCN does, however, reserve the right to cancel the procurement
and not award a contract at all.
6.4. IUCN will contact the bidder with the highest-scoring proposal to finalise the contract.
We will contact unsuccessful bidders after the contract has been awarded and provide
detailed feedback. The timetable in Section 3.1 gives an estimate of when we expect
to have completed the contract award, but this date may change depending on how
long the evaluation of proposals takes.
7. Conditions for participation in this procurement
7.1. To participate in this procurement, you are required to submit a proposal, which fully
complies with the instructions in this RfP and the Attachments.
7.1.1. It is your responsibility to ensure that you have submitted a complete and fully
compliant proposal.
7.1.2. Any incomplete or incorrectly completed proposal submission may be deemed
non-compliant, and as a result you may be unable to proceed further in the
procurement process.
7.1.3. IUCN will query any obvious clerical errors in your proposal and may, at IUCN’s
sole discretion, allow you to correct these, but only if doing so could not be
perceived as giving you an unfair advantage.
7.2. In order to participate in this procurement, you must meet the following conditions:
 Free of conflicts of interest
 Registered on the relevant professional or trade register of the country in which
you are established (or resident, if self-employed)
 In full compliance with your obligations relating to payment of social security
contributions and of all applicable taxes
 Not been convicted of failing to comply with environmental regulatory
requirements or other legal requirements relating to sustainability and
environmental protection
 Not bankrupt or being wound up
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 Never been guilty of an offence concerning your professional conduct
 Not involved in fraud, corruption, a criminal organisation, money laundering,
terrorism, or any other illegal activity.
7.3. You must complete and sign the Declaration of Undertaking (see Attachment 2)
7.4. If you are participating in this procurement as a member of a joint venture, or are
using sub-contractors, submit a separate Declaration of Undertaking for each
member of the joint venture and sub-contractor, and be clear in your proposal which
parts of the goods/services are provided by each partner or sub-contractor.
7.5. Each bidder shall submit only one proposal, either individually or as a partner in a
joint venture. In case of joint venture, one company shall not be allowed to participate
in two different joint ventures in the same procurement nor shall a company be
allowed to submit a proposal both on its behalf and as part of a joint venture for the
same procurement. A bidder who submits or participates in more than one proposal
(other than as a subcontractor or in cases of alternatives that have been permitted or
requested) shall cause all the proposals with the bidder’s participation to be
disqualified.
7.6. By taking part in this procurement, you accept the conditions set out in this RfP,
including the following:
 It is unacceptable to give or offer any gift or consideration to an employee or other
representative of IUCN as a reward or inducement in relation to the awarding of a
contract. Such action will give IUCN the right to exclude you from this and any
future procurements, and to terminate any contract that may have been signed
with you.
 Any attempt to obtain information from an employee or other representative of
IUCN concerning another bidder will result in disqualification.
 Any price fixing or collusion with other bidders in relation to this procurement shall
give IUCN the right to exclude you and any other involved bidder(s) from this and
any future procurements and may constitute a criminal offence.
8. Confidentiality and data protection
8.1. IUCN follows the European Union’s General Data Protection Regulation (GDPR). The
information you submit to IUCN as part of this procurement will be treated as
confidential and shared only as required to evaluate your proposal in line with the
procedure explained in this RfP, and for the maintenance of a clear audit trail. For
audit purposes, IUCN is required to retain your proposal in its entirety for 10 years
after the end of the resulting contract and make this available to internal and external
auditors and donors as and when requested.
8.2. In the Declaration of Undertaking (Attachment 2) you need to give IUCN express
permission to use the information you submit in this way, including personal data
that forms part of your proposal. Where you include personal data of your employees
(e.g. CVs) in your proposal, you need to have written permission from those
individuals to share this information with IUCN, and for IUCN to use this information
as indicated in 8.1. Without these permissions, IUCN will not be able to consider your
proposal.
9. Complaints procedure
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If you have a complaint or concern regarding the propriety of how a competitive process
is or has been executed, then please contact [email protected]. Such complaints or
concerns will be treated as confidential and are not considered in breach of the above
restrictions on communication (Section 2.1).
10. Contract
The contract will be based on IUCN’s template, the terms of which are not negotiable. They
may, however, be amended by IUCN to reflect particular requirements from the donor
funding this particular procurement.
11. About IUCN
IUCN is a membership Union uniquely composed of both government and civil society
organisations. It provides public, private and non-governmental organisations with the
knowledge and tools that enable human progress, economic development and nature
conservation to take place together. Headquartered in Switzerland, IUCN Secretariat
comprises around 1,000 staff with offices in more than 50 countries. Created in 1948, IUCN
is now the world’s largest and most diverse environmental network, harnessing the
knowledge, resources and reach of more than 1,300 Member organisations and some
10,000 experts. It is a leading provider of conservation data, assessments and analysis. Its
broad membership enables IUCN to fill the role of incubator and trusted repository of best
practices, tools and international standards. IUCN provides a neutral space in which diverse
stakeholders including governments, NGOs, scientists, businesses, local communities,
indigenous people’s organisations and others can work together to forge and implement
solutions to environmental challenges and achieve sustainable development.
Working with many partners and supporters, IUCN implements a large and diverse
portfolio of conservation projects worldwide. Combining the latest science with the
traditional knowledge of local communities, these projects work to reverse habitat loss,
restore ecosystems and improve people’s well-being.
www.iucn.org
https://twitter.com/IUCN/
12. ATTACHMENTS
Attachment 1 Specification of Requirements / Terms of Reference
Attachment 2 Declaration of Undertaking (2a for self-employed an 2b for
companies/institutions -as applicable to you)
TERMS OF REFERENCE: CONSULTANCY TO DEVELOP A RESOURCE MOBILISATION
STRATEGY AND FUNDING PROPOSAL FOR THE ESW YOUTH IN WATER INITIATIVE
1. Introduction
The International Union for Conservation of Nature (IUCN) helps the world find pragmatic
solutions to the most pressing environmental and development challenges. The institution’s
work focuses on valuing and conserving nature, ensuring effective and equitable governance
of its use, and deploying nature-based solutions to global challenges on climate, food and
human development. IUCN supports scientific research, develops and disseminates
conservation ‘knowledge products’, manages field projects demonstrating practical
interventions all over the world, and brings governments, NGOs, CSOs, the UN and the private
sector together to develop policy, laws and best practices. IUCN is the world’s oldest and
largest global environmental organisation, with more than 1,200 government and NGO
members and almost 11,000 volunteer experts in some 160 countries. IUCN’s work is
supported by over 1,000 staff in 45 offices and hundreds of partners in the public, NGO and
private sectors around the world. IUCN’s Eastern and Southern Africa Regional Office (ESARO)
covers twenty-four countries in the Horn of Africa, Eastern Africa, Southern Africa and the
Western Indian Ocean Islands.
2. Background
International Union of Nature Conservation (IUCN), implementing parts of the ‘Youth Voice
Initiative’, in collaboration with the JRBA-PB and partners have initiated a National Youth in
Water Initiative informed by:
 The aim of improving the understanding, appreciation, and enhanced management
of water resources by implementing the UN Valuing Water Principles across various
aspects of water-related activities and industries also, building youth capacity, and
ensuring youth involvement and inclusion in water resources management and
governance.
 Recognition that water is a cross-cutting issue pertinent to all sectors of the
economy hence a need for a holistic approach to youth engagement &
incorporating young people in the governance and administration of water
resources, so they can (actively) work to enhance water management and climate
resilience in the country.
 Outcomes two & three of the VWI, which aims to ensure that local youth action to
address water-related challenges in a changing climate is formally recognised and
implemented as part of official planning and programme delivery and Youth
contribution to local, regional, and global water governance and managementrelated
dialogues is the norm, not the exception.
3. Objectives of the Consultancy
The primary objective of this consultancy is to develop a comprehensive resource mobilization
strategy for the ESW Youth in Water Initiative and create a compelling proposal for securing
funds to support our initiatives in Southern Africa.
4. Specific Activities
The successful consultant will be expected to deliver the following:
 Resource Mobilisation Strategy:
o Conduct an in-depth analysis of the current funding landscape in the water
sector, particularly for Youth Initiatives in the Region
o Identify potential funding sources, including governmental, non-governmental,
and international organizations, as well as private sector opportunities.
o Develop a comprehensive resource mobilization strategy tailored to the ESW
Youth in Water Initiative’s specific needs and goals.
 Funding Proposals:
o Develop 2 compelling and professionally written funding proposals for the ESW
Youth in Water Initiative.
 Concept to be submitted as an unsolicited proposal and
 Programmatic Funding Proposal
o Ensure that the proposals align with the identified funding sources and with the
Initiative’s objectives.
o Design a clear and persuasive narrative, incorporating evidence of the impact
of our work/programme.
5. Requirements and/or Criteria
The successful candidate/consultant for this consultancy should have the following minimum
(qualifications and experience) requirements:
 At least six years of experience in Environmental Sciences/Integrated Water Resource
Management, particularly resource mobilisation and/or related fields,
 A Postgraduate Degree (at least Honors degree or equivalent; Master’s degree
preferred) in Environmental Sciences/Water Resources Management or related fields,
 Excellent research, and analysis, proven written and oral communication skills,
 Proven experience in developing successful funding proposals for non-profit
organizations or initiatives.
6. Evaluation of Quotations/ Offer
The selection will be determined by capacity/experience, the ability to work within the
estimated timelines (23 February- 30 March 2024) and the economic offer. You are cordially
invited to respond (prepared in English) detailing the following (in a single document or zipped
folder):
 Updated Curriculum Vitae
 Technical Proposal/Envisaged Approach (3 pages max, Arial/Calibri, 1.15 spacing)
 At least 2 examples showcasing previous work similar to this call.
 Financial Proposal/Estimate Budget
To Procurement/Tenders ( [email protected]) by 22 February 2024 (16h00 CAT).
Contracting is expected to be concluded by 01 March 2024
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Attachment 2
DECLARATION in relation to RfP- IUCN-02-2024-ESW YOUTH INITIATIVE RESOURCE MOBILISATION
I, the undersigned, hereby confirm that I am self-employed and able to provide the service independent of any
organisation or other legal entity.
Full name (as in passport/national identification): ________________________________________________________
Home or Office (please delete as appropriate) Address (incl. country): ________________________
I hereby authorise IUCN to store and use the information included in the attached Proposal for the purpose of
evaluating Proposals and selecting the Proposal IUCN deems the most favourable, including Personal Data as
defined by the European Union’s General Data Protection Regulation (GDPR). I acknowledge that IUCN is
required to retain my Proposal in its entirety for 10 years after the end of the resulting contract and make this
available to internal and external auditors and donors as and when reasonably requested.
I further confirm that the following statements are correct:
1. I am legally registered as self-employed in accordance with all applicable laws.
2. I am fully compliant with all my tax and social security obligations.
3. I am free of any real or perceived conflicts of interest with regards to IUCN and its Mission.
4. I agree to declare to IUCN any real or perceived emerging conflicts of interests I may have concerning
IUCN. I acknowledge that IUCN may terminate any contracts with me that would, in IUCN sole discretion,
be negatively affected by such conflicts of interests.
5. I have never been convicted of grave professional misconduct or any other offence concerning my
professional conduct.
6. I have never been convicted of fraud, corruption, money laundering, supporting terrorism or involvement
in a criminal organisation.
7. I acknowledge that engagement in fraud, corruption, money laundering, supporting terrorism or
involvement in a criminal organisation will entitle IUCN to terminate any and all contracts with me with
immediate effect.
8. I am not included in the UN Security Council Sanctions List, EU Sanctions Map, US Office of Foreign Assets
Control Sanctions List, or the World Bank listing of ineligible firms and individuals. I agree that I will not
provide direct or indirect support to firms and individuals included in these lists.
9. I have not been, am not, and will not be involved or implicated in any violations of Indigenous Peoples’
rights, or injustice or abuse of human rights related to other groups or individuals, including forced
evictions, violation of fundamental rights of workers as defined by the International Labour Organization’s
(ILO) Declaration on the Fundamental Principles and Rights at Work, child labour, sexual exploitation,
sexual abuse, or sexual harassment.
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DECLARATION OF UNDERTAKING in relation to RfP- IUCN-02-2024-ESW YOUTH
INITIATIVE RESOURCE MOBILISATION
I, the undersigned, hereby confirm that I am an authorised representative of the following
organisation:
Registered Name of Organisation (the “Organisation”): _______________________
Registered Address (incl. country): _______________________________________
Year of Registration: __________________________________________________
I hereby authorise IUCN to store and use the information included in the attached Proposal
for the purpose of evaluating Proposals and selecting the Proposal IUCN deems the most
favourable. I acknowledge that IUCN is required to retain the Proposal in its entirety for 10
years after then end of the resulting contract and make this available to internal and external
auditors and donors as and when reasonably requested.
Where the Proposal includes Personal Data as defined by the European Union’s General Data
Protection Regulation (GDPR), I confirm that the Organisation has been authorised by each
Data Subject to share this Data with IUCN for the purposes stated above.
I further confirm that the following statements are correct:
1. The Organisation is duly registered in accordance with all applicable laws.
2. The Organisation is fully compliant with all its tax and social security obligations.
3. The Organisation and its staff and representatives are free of any real or perceived
conflicts of interest with regards to IUCN and its Mission.
4. The Organisation agrees to declare to IUCN any real or perceived emerging conflicts
of interests it or any of its staff and representatives may have concerning IUCN. The
Organisation acknowledges that IUCN may terminate any contracts with the
Organisation that would, in IUCN sole discretion, be negatively affected by such
conflicts of interests.
5. None of the Organisation’s staff has ever been convicted of grave professional
misconduct or any other offence concerning their professional conduct.
6. Neither the Organisation nor any of its staff and representatives have ever been
convicted of fraud, corruption, money laundering, supporting terrorism or involvement
in a criminal organisation.
7. The Organisation acknowledges that engagement by itself or any of its staff in fraud,
corruption, money laundering, supporting terrorism or involvement in a criminal
organisation will entitle IUCN to terminate any and all contracts with the Organisation
with immediate effect.
8. The Organisation is a going concern and is not bankrupt or being wound up, is not
having its affairs administered by the courts, has not suspended business activities, is
not the subject of proceedings concerning those matters, or in any analogous situation
arising from a similar procedure provided for in national legislation or regulations.
9. The Organisation complies with all applicable environmental regulatory requirements
or other legal requirements relating to sustainability and environmental protection.
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10. The Organisation is not included in the UN Security Council Sanctions List, EU Sanctions
Map, US Office of Foreign Assets Control Sanctions List, or the World Bank listing of
ineligible firms and individuals. The Organisation agrees that it will not provide direct
or indirect support to firms and individuals included in these lists.
11. The Organisation has not been, is not, and will not be involved or implicated in any
violations of Indigenous Peoples’ rights, or injustice or abuse of human rights related
to other groups or individuals, including forced evictions, violation of fundamental
rights of workers as defined by the International Labour Organization’s (ILO)
Declaration on the Fundamental Principles and Rights at Work, child labour, sexual
exploitation, sexual abuse, or sexual harassment.
______________________________________________________

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