Background

The Joint SDG Fund supports countries as they accelerate their progress towards the Sustainable Development Goals (SDGs). It operates through joint programmes (JPs) that provide the mechanism for transformative solutions implemented by governments and national stakeholders and supported by the UN Country Team led by Resident Coordinators (RCs). Strategic direction for the Fund is provided by the Strategic Advisory Group chaired by the Deputy Secretary-General as the chair of UN Sustainable Development Group. The Fund is managed by the Operational Steering Committee, comprised of representatives of 5 UN entities, and with the support from the Secretariat of the Fund. The UN Development Coordination Office (DCO) hosts the Fund and provides for the alignment with the broader UN Development System reforms. The Administrative Agent of the Fund, in charge of financial management, is the Multi-Partner Trust Fund Office (MPTF-O). Official documents (e.g. Terms of Reference and Operational Guidance) of the Fund and information on funding can be found on the Gateway portal.The Joint SDG Fund supports countries as they accelerate their progress towards the Sustainable Development Goals (SDGs). It operates through joint programmes (JPs) that provide the mechanism for transformative solutions implemented by governments and national stakeholders and supported by the UN Country Team led by Resident Coordinators (RCs). Strategic direction for the Fund is provided by the Strategic Advisory Group chaired by the Deputy Secretary-General as the chair of UN Sustainable Development Group. The Fund is managed by the Operational Steering Committee, comprised of representatives of 5 UN entities, and with the support from the Secretariat of the Fund. The UN Development Coordination Office (DCO) hosts the Fund and provides for the alignment with the broader UN Development System reforms. The Administrative Agent of the Fund, in charge of financial management, is the Multi-Partner Trust Fund Office (MPTF-O). Official documents (e.g. Terms of Reference and Operational Guidance) of the Fund and information on funding can be found on the Gateway portal.

This consultancy relates to the support of programmatic activities to be undertaken between February 2022 and end of December 2022. The focus of the work the following specific requirements in expertise:

1.             Investor Networking and Fund raising

2.             Impact investing

3.             Network and Brand Design

The above requirements relate in the first instance to grants, coaching and philanthropic donations, with the expectation that the relationships could develop into participation of investors in innovative financing products.

Duties and Responsibilities

Reporting to the Head of Secretariat of the Joint SDG Fund, the consultant will contribute to the development and nurturing of strategic partnerships primarily in the West Coast area, but not restricted to, with tech companies and its philanthropic affiliates, as well as High Net Worth Individuals (HNWI), to generate resources for the Joint SDG Fund. To determine how the JSDG Fund could use its strengths to create a diverse ecosystem aiming fundraising and increased profile is also welcome.

The Consultant will:

•              Create new partnerships with tech companies to fundraise for the Joint SDG Fund and Joint Programmes.

•              Support the Secretariat to engage with the other potential external partners on existing proposals.

•              Provide strategic direction to identify private sector donors and investment opportunities.

•              Support the Secretariat in establishing and managing relationships with individuals and private institutions.

In 2022 the selected consultant may also be asked to undertake country mission based on the developments of the COVID-19 pandemic.

EXPECTED OUTPUTS AND DELIVERABLES, AND THE TIMEFRAME

On the basis of the scope and focus of the portfolio and within the previously defined duties and responsibilities, the Consultant will produce the following deliverables:

Milestone 1 - Produce strategy document outlining plans to engage with tech companies to fundraise for the Joint SDG Fund and Joint Programmes.

Milestone 2 – Lead at least one event with companies and other entities that express interest in partnering with the Joint SDG Fund and Joint Programmes.

Milestone 3 – Produce a final report on engagement identifying potential donors and investment opportunities.

Timeframe

The consultant is expected to complete the assignment during the period from March to December 2022.

 

Competencies

Communication

•              Communicates clearly and effectively

•              Facilitates and encourages open communication

Leadership

•              Creates awareness of substantive opportunities and risks among others

•              Navigates complex circumstances thoughtfully and is solution-minded

Ethics and Values

•              Demonstrates an appreciation of differences in values and learning from cultural diversity

Working in Teams

•              Works effectively with colleagues in achieving shared objectives

•              Creates team spirit and unity of purpose across the organization

•              Works collaboratively with team members in sharing information openly and displaying cultural awareness and sensitivity.

Partnerships:

•              Ability to engage with other agencies, donors, and other development stakeholders and forge productive working relationships.

REQUIRED SKILLS AND EXPERIENCE

  • An advanced university degree in finance, business administration, economics, social sciences, or related field.
  • At least 7 years of progressively responsible experience with a private equity, and/or venture capital firm, recognized foundation, family office, global non-governmental philanthropic or investment organization, development finance institution or financial advisory team in a bank.
  • Demonstrated competency in the design and/or operationalization of financial instruments (i.e. debt, equity, guarantees, blended finance schemes, etc.)
  • Proven expertise in philanthropy, blended instruments, public finance and investor Networking and fund raising.
  • Proven capability and strengths in risk assessment and mitigation; data analysis and performance measurement.
  • Experience of working with UN development system on joint programmes and pooled funding will be considered an asset.
  • Experience working with multilateral, bilateral, and philanthropic partners etc. will be considered an asset.
  • Proven ability to synthesize information and communicate simply and effectively with superior writing and research and excellent communication skills.
  • Fluency in English; Knowledge of another official language will be an asset.

Required Skills and Experience

APPLICATION PROCEDURE

The application package containing the following (to be uploaded as one file):

  • Online application with brief description of why the Offer considers her/himself the most suitable for the assignment and with an overview of main lessons learned from the implemented reviews, assessments or evaluations of global programmes, funds or complex projects in the cover letter.
  • Personal CV or P11, indicating all past experience from similar projects and specifying the relevant assignment period (from/to), as well as the email and telephone contacts of at least three (3) professional references.

Note: The above documents need to be scanned in one file and uploaded to the online application as one document.

Shortlisted candidates (ONLY) will be requested to submit a Financial Proposal.

  • The financial proposal should specify payments based on the delivery and outputs as described in the payment schedule below.  
  • The financial proposal must be all-inclusive and take into account various expenses that will be incurred during the contract, including: the daily professional fee; communications, utilities and consumables; life, health and any other insurance; risks and inconveniences related to work under hardship and hazardous conditions (e.g., personal security needs, etc.), when applicable; and any other relevant expenses related to the performance of services under the contract. No travel will be required.
  • If the Offeror is employed by an organization/company/institution, and he/she expects his/her employer to charge a management fee in the process of releasing him/her to UNDP under a Reimbursable Loan Agreement (RLA), the Offeror must indicate at this point, and ensure that all such costs are duly incorporated in the financial proposal submitted to MPTFO/UNDP.

The Financial Proposal is to be emailed as per the instruction in the separate email that will be sent to shortlisted candidates.

EVALUATION PROCEDURE

Applications are reviewed based on Required Skills and Experience stated above and based on the technical evaluation criteria outlined below.  Applicants will be evaluated based on cumulative scoring.  When using this weighted scoring method, the award of the contract will be made to the individual consultant whose offer has been evaluated and determined as:

  • Being responsive/compliant/acceptable; and
  • Having received the highest score out of a pre-determined set of weighted technical and financial criteria specific to the solicitation where technical criteria weighs 70% and Financial criteria/ Proposal weighs 30%.

Technical Criteria Total 70% (700 points):

  • Relevant background in terms of professional experience per the TOR; (20%)
  • The required track-record in producing reports for global UN funds; (30%)
  • The required track-record in analysis of progress on complex, cross-sectoral results for joint programmes at regional and global levels; (30%)
  • Knowledge of integrated social protection in the inter-agency context; (20%)

Candidates obtaining a minimum of 70% (490 points) of the maximum obtainable points for the technical criteria (70 points) shall be considered for the financial evaluation.

  • Technical Criteria weight overall: 70%;
  • Financial Criteria weight overall: 30%.

Financial Evaluation: Total 30% (300 points)

The following formula will be used to evaluate financial proposal:

p = y (µ/z), where

p = points for the financial proposal being evaluated

y = maximum number of points for the financial proposal

µ = price of the lowest priced proposal

z = price of the proposal being evaluated

CONTRACT AWARD

Candidate obtaining the highest combined scores in the combined score of Technical and Financial evaluation will be considered technically qualified and will be offered to enter into contract with UNDP.

DUTY STATION AND INSTITUTIONAL ARRANGMENTS

The Consultant will be home based. The Consultant will report to the Head of the Secretariat at the Joint SDG Fund and collaborate with the staff of the Secretariat. The Secretariat of the Joint SDG Fund is hosted in the Multi-Partnership Trust Fund Office, New York, USA.

PAYMENT SCHEDULE

Payments will be made following certification by the Fund’s Secretariat of the satisfactory delivery of the outputs as per the following terms:

  • 20% upon satisfactory delivery of Milestone 1
  • 50% upon satisfactory delivery of the Milestone 2
  • 30% upon satisfactory delivery of Milestone 3