Historique

1. < >Integrated National Financing Framework (INFF) goes in line with the commitment of the Government of Azerbaijan to lead the progress in the country within the framework of Agenda 2030. To this end, INFF will provide a framework for financing national sustainable development priorities and the SDGs and align with the national priorities.As a part of the global UN SDG Joint Fund, UNDP in Azerbaijan together with the Ministry of Economy, in consultation with National Coordination Council for Sustainable Development (NCCSD) designed “Sustainable, Integrated and Gender Inclusive Finance Framework for Azerbaijan, Beyond Oil”. The main objective of this project is to support the Government of Azerbaijan in optimizing resource allocation towards national development ambitions in line with the 2030 Agenda and ensure an INFF to support the Government of Azerbaijan in managing and mobilizing private, public and international financing for sustainable development results. The end-goal is to catalyse and scale-up sustainable investments in Azerbaijan. As such, the UNDP is designing a series of activities including Development Finance Assessment (DFA) to foster SDG-investing knowledge and backing the necessary frameworks, tools and policies to attract green investments into the Azerbaijan economy.

   In February, the President has approved "Azerbaijan 2030: National Priorities for socio-economic development” (link) that outlines 5 national priorities such as steadily growing competitive economy; society based on dynamic, inclusive, and social justice; competitive human capital and space for modern innovations; great return to the liberated territories; clean environment and green growth. To this end, INFF should complement the ongoing efforts of the government to implement Azerbaijan 2030 agenda.

   DFA is a tool to help countries shape the inception phase in the process of operationalising an INFF which will support financing for building back better (link).

   The DFA offers a comprehensive analysis of the public and private financing outlook, financing policies and institutional structures, and opportunities to build a more integrated approach to financing. It is a tool designed to aggregate analysis and build collaboration among actors. Alongside the new analysis that it undertakes, the DFA draws together information from a wide range of sources and assessments that focus on particular finance flows or policy areas.

   A series of financing dialogues form the backbone of the DFA process. Under the guidance of a government-led national oversight team the DFA brings together government officials, private sector and other stakeholders to facilitate discussion on how to operationalise a more integrated approach to financing through an INFF. The DFA facilitates discussions on the challenges and opportunities across public and private financing and aims to build consensus on ways forward.

   The outcome of the DFA is an INFF Roadmap which lays out the steps that will be taken subsequently to operationalise an INFF. The INFF Roadmap will be developed under the leadership of the oversight team and capture the steps agreed through the DFA process about how each of the INFF building blocks will be brought together and operationalised within the Azerbaijan context.[1]

   In this way the DFA can shape the inception phase of the process of operationalising an INFF in Azerbaijan to support socio-economic recovery that builds back better, including a particular focus on clean environment and green growth (in line with pillar 5 of Azerbaijan 2030). It offers a process through which government can build the buy-in, complete the analysis, and build the consensus that is needed for decisions about how an INFF will support financing for building back better and the steps through which it will be operationalised.

    

   2. SCOPE OF WORK, RESPONSIBILITIES AND DESCRIPTION OF THE PROPOSED WORK

   Under the supervision of the UNDP Country Office, and with the support of the UNDP Finance Sector Hub, the Lead INFF Expert will lead the technical components of the DFA process for Azerbaijan.

   The Lead expert is responsible for guiding, shaping and delivering the substantive analysis and recommendations of the DFA process, culminating in the articulation and agreement of an INFF Roadmap. He/she will work under the close leadership of the Oversight team, collaborate with other national partners and parallel processes and oversee the work of the national expert(s).

   The Lead expert will drive the DFA process forward, under the guidance of the Oversight team and UNDP country office, including but not limited to the following activities in each phase of the DFA in relation to the four INFF Building Blocks:

   DFA initial analysis and consultation phase

   • Compile and analyse data and policy literature to build an understanding of the trends and outlook across public and private financing, and of existing structures, ongoing reforms and opportunities to strengthen financing policies and institutional structures in relation to the building blocks of an INFF. There will be a particular focus within this analysis on financing in relation to the clean environment and green growth objectives of pillar 5 of Azerbaijan 2030. The analysis will follow the DFA analytical framework– see summary of substantive analysis below.

   • Oversee national expert in data collection, analysis and outreach to national stakeholders

   • Actively participate in planning for consultations and Financing Dialogues, whether through mission(s) or remote engagement, as part of finalizing the DFA engagement plan

   • Lead consultations with stakeholders across the financing landscape to (i) collect data, information and analysis, (ii) engage stakeholders in the DFA process and (iii) share, socialize and refine initial emerging findings and ideas for recommendations to be developed

   • Lead technical discussions at an initial multi-stakeholder Financing Dialogue

   • Engage closely with the oversight team to ensure the process remains in line with their guidance and objectives for the process

   Facilitating Financing Dialogues toward the INFF Roadmap

   • Refine analysis of the financing outlook and context in relation to the INFF building blocks, including a focus on financing for clean environment and green growth, to start identifying priorities and potential recommendations to strengthen financing in relation to the INFF building blocks

   • Prepare first draft DFA report

   • Lead technical discussions, whether through mission(s) or remote engagement, in a series of Financing Dialogues that iteratively shape and refine the analysis and development of ways forward through a collaborative process

   • Ongoing close engagement with the Oversight team to ensure continued alignment with government priorities and government ownership over the process and recommendations

   • Facilitate technical discussions through small dedicated working groups to refine specific priorities, as needed

   Articulating and agreeing the INFF Roadmap

   • Work closely with the Oversight team to prepare the draft INFF Roadmap

   • Work with relevant stakeholders to refine specific, actionable solutions for inclusion in the INFF Roadmap

   • Support the Oversight team as needed to refine, finalise and approve the INFF Roadmap

   The substantive analysis that will be carried out throughout the process and used to facilitate discussion through the Financing Dialogues will follow the approach detailed in the DFA Guidebook (version 3.0).[2] It collates and analyses data and information in relation to the four building blocks of an INFF. The key analysis includes:

   Covid-19 and priorities building back better

   • Identifying priorities for recovery and building back better from covid-19, and longer-term national sustainable development objectiveswith a focus on green transition.

   • Reviewing the impacts of the covid-19 pandemic and government responses to date,[3] including key financing interventions

   INFF building block 1: assessment and diagnostics

   • Collating existing estimates of financing needs and costs associated with realizing national development priorities.

   • Undertaking a comprehensive analysis of historic trends, the current context and future outlook across the financing landscape considering public, private, domestic and international financing resources, flows and instruments.

   • Mapping and analysing a variety of risks[4] that can affect financing needs, trends and availability of financing for the sustainable development priorities, drawing from available literature and analysis.

   • Developing simple scenarios of future financing trajectories based on assumptions about covid-19 recovery, future risks, progress toward financing policy targets and other factors.

   • Analysing the strengths and opportunities to strengthen national institutions’ capacity to effectively deliver public and private financing policies

   INFF building block 2: financing strategy

   • Reviewing existing policies and ongoing reforms for governance of public and private financing considering alignment with national sustainable development priorities, coherence across financing policies and impact in terms of mobilizing and promoting investments that advance national priorities.[5]

   • Analysing opportunities for mobilizing new sources of finance and strengthening the alignment of public and private financing with national priorities.

   • Working with the INFF Oversight Committee to develop solutions and recommendations for reforms to public finance policies, institutional structures and capacity with a view to supporting an integrated public finance approach to building back better and financing the national development plan including “Azerbaijan 2030”.

   • Working with the INFF Oversight Committee to develop solutions and recommendations for reforms to private finance policies, institutional structures and capacity with a view to supporting an integrated approach to public policy for private finance for building back better.

   INFF building block 3: monitoring and review

   • Assessing the financing monitoring, tracking and reporting systems in place, institutional statistical capacity for monitoring public and private finance, and their contributions to sustainable development outcomes, as well as the effects of the COVID-19 pandemic on financing trends considering issues such as the availability and comprehensiveness of real-time data.

   • Working with the INFF Oversight Committee to develop solutions and recommendations for building capacity and bringing together and strengthening monitoring frameworks for the INFF

   INFF building block 4: governance and coordination

   • Analysing the institutional frameworks and mechanisms in place through which the Government manages policies towards different types of financing in line with the national development plan and the COVID-19 response and recovery priorities.

   • Analysing mechanisms for coordination across financing policies within government regarding issues such as synergies and trade-offs between financing policy areas as well as coordinated implementation of policy priorities.

   • Analysing existing platforms and mechanisms (e.g. forums, working groups, and committees) for coordination and dialogue with external actors such as the private sector, civil society organizations (CSOs), think tanks, international financial institutions (IFIs) and development partners to identify opportunities to strengthen coordination of financing policy and dialogue with external partners.

   • Working with the Oversight Committee to develop recommendations for strengthening the institutional structures and capacity for more integrated management of financing policies and stronger public-private dialogue on financing.

   INFF Roadmap

   • Working with the Oversight Committee to support the articulation, refinement and agreement of the INFF Roadmap

    

   Please see the DFA analytical framework and process chapters in DFA Guidebook v3.0 for further details.

    

   [1] IATF, Integrated national financing frameworks for sustainable development.

   [2] Given the focus on the clean environment and green growth pillar of Azerbaijan 2030, the DFA include a strong focus on green finance issues, drawing particularly from guidance in the climate and environmental issue sections of the DFA guidebook.

   [3] A key source for this will be UNDP socio-economic impact assessments.

   [4] Including economic, political, fiscal, financial, climate, environmental, disaster, pandemic or other risks.

   [5] Policies to be analysed include those governing public finance (e.g. revenue strategy, annual and medium term budget, public debt strategy, public entity management and development cooperation policy) and private financing (e.g. private investment policies and investment promotion strategy, financial sector development and financial inclusion policies, PPP policy, diaspora engagement).

Devoirs et responsabilités

2. SCOPE OF WORK, RESPONSIBILITIES AND DESCRIPTION OF THE PROPOSED WORK

Under the supervision of the UNDP Country Office, and with the support of the UNDP Finance Sector Hub, the Lead INFF Expert will lead the technical components of the DFA process for Azerbaijan.

The Lead expert is responsible for guiding, shaping and delivering the substantive analysis and recommendations of the DFA process, culminating in the articulation and agreement of an INFF Roadmap. He/she will work under the close leadership of the Oversight team, collaborate with other national partners and parallel processes and oversee the work of the national expert(s).

The Lead expert will drive the DFA process forward, under the guidance of the Oversight team and UNDP country office, including but not limited to the following activities in each phase of the DFA in relation to the four INFF Building Blocks:

DFA initial analysis and consultation phase

• Compile and analyse data and policy literature to build an understanding of the trends and outlook across public and private financing, and of existing structures, ongoing reforms and opportunities to strengthen financing policies and institutional structures in relation to the building blocks of an INFF. There will be a particular focus within this analysis on financing in relation to the clean environment and green growth objectives of pillar 5 of Azerbaijan 2030. The analysis will follow the DFA analytical framework– see summary of substantive analysis below.

• Oversee national expert in data collection, analysis and outreach to national stakeholders

• Actively participate in planning for consultations and Financing Dialogues, whether through mission(s) or remote engagement, as part of finalizing the DFA engagement plan

• Lead consultations with stakeholders across the financing landscape to (i) collect data, information and analysis, (ii) engage stakeholders in the DFA process and (iii) share, socialize and refine initial emerging findings and ideas for recommendations to be developed

• Lead technical discussions at an initial multi-stakeholder Financing Dialogue

• Engage closely with the oversight team to ensure the process remains in line with their guidance and objectives for the process

Facilitating Financing Dialogues toward the INFF Roadmap

• Refine analysis of the financing outlook and context in relation to the INFF building blocks, including a focus on financing for clean environment and green growth, to start identifying priorities and potential recommendations to strengthen financing in relation to the INFF building blocks

• Prepare first draft DFA report

• Lead technical discussions, whether through mission(s) or remote engagement, in a series of Financing Dialogues that iteratively shape and refine the analysis and development of ways forward through a collaborative process

• Ongoing close engagement with the Oversight team to ensure continued alignment with government priorities and government ownership over the process and recommendations

• Facilitate technical discussions through small dedicated working groups to refine specific priorities, as needed

Articulating and agreeing the INFF Roadmap

• Work closely with the Oversight team to prepare the draft INFF Roadmap

• Work with relevant stakeholders to refine specific, actionable solutions for inclusion in the INFF Roadmap

• Support the Oversight team as needed to refine, finalise and approve the INFF Roadmap 

The substantive analysis that will be carried out throughout the process and used to facilitate discussion through the Financing Dialogues will follow the approach detailed in the DFA Guidebook (version 3.0).[1] It collates and analyses data and information in relation to the four building blocks of an INFF. The key analysis includes:

Covid-19 and priorities building back better

• Identifying priorities for recovery and building back better from covid-19, and longer-term national sustainable development objectiveswith a focus on green transition.

• Reviewing the impacts of the covid-19 pandemic and government responses to date,[2] including key financing interventions

INFF building block 1: assessment and diagnostics

• Collating existing estimates of financing needs and costs associated with realizing national development priorities.

• Undertaking a comprehensive analysis of historic trends, the current context and future outlook across the financing landscape considering public, private, domestic and international financing resources, flows and instruments.

• Mapping and analysing a variety of risks[3] that can affect financing needs, trends and availability of financing for the sustainable development priorities, drawing from available literature and analysis.

• Developing simple scenarios of future financing trajectories based on assumptions about covid-19 recovery, future risks, progress toward financing policy targets and other factors.

• Analysing the strengths and opportunities to strengthen national institutions’ capacity to effectively deliver public and private financing policies

INFF building block 2: financing strategy

• Reviewing existing policies and ongoing reforms for governance of public and private financing considering alignment with national sustainable development priorities, coherence across financing policies and impact in terms of mobilizing and promoting investments that advance national priorities.[4]

• Analysing opportunities for mobilizing new sources of finance and strengthening the alignment of public and private financing with national priorities.

• Working with the INFF Oversight Committee to develop solutions and recommendations for reforms to public finance policies, institutional structures and capacity with a view to supporting an integrated public finance approach to building back better and financing the national development plan including “Azerbaijan 2030”.

• Working with the INFF Oversight Committee to develop solutions and recommendations for reforms to private finance policies, institutional structures and capacity with a view to supporting an integrated approach to public policy for private finance for building back better.

INFF building block 3: monitoring and review

• Assessing the financing monitoring, tracking and reporting systems in place, institutional statistical capacity for monitoring public and private finance, and their contributions to sustainable development outcomes, as well as the effects of the COVID-19 pandemic on financing trends considering issues such as the availability and comprehensiveness of real-time data.

• Working with the INFF Oversight Committee to develop solutions and recommendations for building capacity and bringing together and strengthening monitoring frameworks for the INFF

INFF building block 4: governance and coordination

• Analysing the institutional frameworks and mechanisms in place through which the Government manages policies towards different types of financing in line with the national development plan and the COVID-19 response and recovery priorities.

• Analysing mechanisms for coordination across financing policies within government regarding issues such as synergies and trade-offs between financing policy areas as well as coordinated implementation of policy priorities.

• Analysing existing platforms and mechanisms (e.g. forums, working groups, and committees) for coordination and dialogue with external actors such as the private sector, civil society organizations (CSOs), think tanks, international financial institutions (IFIs) and development partners to identify opportunities to strengthen coordination of financing policy and dialogue with external partners.

• Working with the Oversight Committee to develop recommendations for strengthening the institutional structures and capacity for more integrated management of financing policies and stronger public-private dialogue on financing.

INFF Roadmap

• Working with the Oversight Committee to support the articulation, refinement and agreement of the INFF Roadmap

Please see the DFA analytical framework and process chapters in DFA Guidebook v3.0 for further details.

3. EXPECTED DELIVERABLES AND TIMETABLE

The expected duration of this assignment is 60 days with a start date of 13 May and planned to be completed by August 30.  The timeframe and expected deliverables are shown in the table above

Language: The reports and all final documents and reports should be submitted to UNDP in English. If the reports and documents are to be translated into Azerbaijani, then they will need to be done at the cost of the UNDP Country Office.

Location: The assignment is home and mission based upon request. It is planned that Lead Expert will conduct one 5-days fact finding mission to Azerbaijan.

In the case of unforeseeable travel, payment of travel costs including tickets, lodging and terminal expenses should be agreed upon, between the respective business unit and the Consultant, prior to travel and will be reimbursed. In general, UNDP should not accept travel costs exceeding those of an economy class ticket. Should the IC wish to travel on a higher class he/she should do so using their own resources. Approval of the DRR is required prior to planning of the trips and relevant logistics.

Reporting:

The consultant will work under overall guidance of the Deputy Resident Representative, the direct supervision of the Project Manager in collaboration with the relevant environmental focal person to ensure successful achievement of the main deliverables.

The consultant must ensure timely fulfillment of his/her assisting and support actions, including reporting, thus making timely and sufficient contribution to the timely preparation and submission of the assignments. The Lead expert will be guided by the UNDP Country Office throughout the assignment period, working closely with the country economist as well as experts from the Finance Sector Hub from the regional bureau and global level.

[1] Given the focus on the clean environment and green growth pillar of Azerbaijan 2030, the DFA include a strong focus on green finance issues, drawing particularly from guidance in the climate and environmental issue sections of the DFA guidebook.

[2] A key source for this will be UNDP socio-economic impact assessments.

[3] Including economic, political, fiscal, financial, climate, environmental, disaster, pandemic or other risks.

[4] Policies to be analysed include those governing public finance (e.g. revenue strategy, annual and medium term budget, public debt strategy, public entity management and development cooperation policy) and private financing (e.g. private investment policies and investment promotion strategy, financial sector development and financial inclusion policies, PPP policy, diaspora engagement).

Compétences

4. REQUIREMENTS FOR EXPERIENCE AND QUALIFICATIONS

5. DOCUMENTS TO BE INCLUDED WHEN SUBMITTING THE PROPOSALS.

Interested individual consultants must submit the following documents/information to demonstrate eligibility of their qualifications:

• Offeror’s letter to UNDP conforming interest and availability for the Individual Contractor (IC) Assignment, including the Breakdown of Costs Supporting the Final All-Inclusive Price as per Template

• CV or duly filled out and signed P11 Form

• Description of Approach to Work

   

  The applicants may download the forms mentioned above  (Offerof’s Letter and P11) from the following link:  

  https://www.az.undp.org/content/azerbaijan/en/home/procurement.html )

If any of the above-mentioned documents is missing UNDP holds the right to reject the respective proposal altogether. The candidates not providing mentioned documents will not be considered in the further stage of the evaluation. The system accepts only one attachment, so all the application documents to be combined and uploaded as one attachment

6. EVALUATION

Qualifications et expériences requises

4. REQUIREMENTS FOR EXPERIENCE AND QUALIFICATIONS

5. DOCUMENTS TO BE INCLUDED WHEN SUBMITTING THE PROPOSALS.

Interested individual consultants must submit the following documents/information to demonstrate eligibility of their qualifications:

• Offeror’s letter to UNDP conforming interest and availability for the Individual Contractor (IC) Assignment, including the Breakdown of Costs Supporting the Final All-Inclusive Price as per Template

• CV or duly filled out and signed P11 Form

• Description of Approach to Work

   

  The applicants may download the forms mentioned above  (Offerof’s Letter and P11) from the following link:  

  https://www.az.undp.org/content/azerbaijan/en/home/procurement.html )

If any of the above-mentioned documents is missing UNDP holds the right to reject the respective proposal altogether. The candidates not providing mentioned documents will not be considered in the further stage of the evaluation. The system accepts only one attachment, so all the application documents to be combined and uploaded as one attachment

6. EVALUATION