Background

Social Impact Bonds (hereafter SIB) is an innovative financial instrument designed to bring together the public, private and voluntary sectors to solve the prevailing challenges by having a clear focus upon delivering the outcomes we want to see. A SIB is a new result-based financial instrument, where outcome payers agree to pay and reward investors only if agreed-upon outcomes are achieved. The idea is to engage private capital in funding social/environmental/development projects with a possibility for a financial return. The public-sector institutions agree that if the bond succeeds in achieving the agreed outcomes, the investors will get their capital back and a possible financial return. The financial return is dependent on the degree to which outcomes improve the initial situation.

Social Impact Bond, in its nature, supports governments to solve specific social problems with support of multi-stakeholder engagement. The SIB topics are defined by public institutions and they drive the agenda.

Currently, UNDP is developing a pilot SIB to tackle the youth (13–18-year-old) physical inactivity in Rustavi in cooperation with the Rustavi Mayor’s Office and Public Service Development Agency (PSDA). More specifically, the overall goal of the initiative is to decrease the prevalence of chronic diseases caused by the physical inactivity among youth. The specific objectives envisage increasing free time physical activity among youth, promoting public premises as active lifestyle fostering platform and enabling youth and their families to have a voice in active-lifestyle policy planning and implementation. 

Social Impact Bond, as a multi-stakeholder mechanism, includes numerous parties, like commissioners, investors, outcome payers, service providers and beneficiaries. In this particular SIB in Rustavi, the Mayor’s Office is a commissioner and outcome payer, while investors and service providers need to be identified. Moreover, Rustavi Mayor’s Office is heavily engaged in designing the pilot initiative and exploring potential stakeholders in the SIB process. 

The initiative has sectoral focus on Good Governance and Rule of Law (SDG 16) and the activities would contribute to the achievement of the following priority areas of the Czech-UNDP Partnership for SDGs and Development Cooperation Programme with Georgia for the years 2018–2023 of the Czech ODA and their respective SDGs:

  • SDG 3 – Ensure healthy lives and promote well-being for all at all ages.
  • SDG 5 – Achieve gender equality and empower all women and girls.
  • SDG 16 – Promote peaceful and inclusive societies for sustainable development, provide access to justice for all and build effective, accountable and inclusive institutions at all levels.

Duties and Responsibilities

The overall objective of this consultancy is plan a campaign and a set of activities to empower Social Change Agents in promoting healthy lifestyle. As the planning of these activities, by some means is dependent and will be based on the results and findings of Rustavi Municipality’s baseline study research, UNDP will provide all relevant background documentation.

More specifically, the consultant will be tasked to:

  • Agree on deliverables of local expert;
  • Desk review of best practices of conducting information campaign on similar topic;
  • Conduct at least three workshops with relevant stakeholders to collect information and map current activities in this direction;
  • Develop an information campaign to encourage social change agents (parents, school teachers) to actively engage in promoting healthy lifestyle among youth;
  • Develop an action plan of the information campaign;
  • Solicit feedback on the elaborated document(s) from UNDP, PSDA and Rustavi Mayor’s Office;
  • Finalize the information campaign and respective action plan;
  • Guide local expert during execution of awareness raising campaign.

As a result of submitted deliverables, UNDP Georgia will ensure the visibility of the outcomes and tasks by the local and international stakeholders, i.e. at least one (1) article or other media outcome will be prepared and at least 10 photos of high quality will be delivered to CUP. 
The expert will work closely with the CO and UNDP CUP managers, all their recommendations and suggestion have to be incorporated into the report within five (5) working days.

Note: The date of the missions as well as other activities (like interviews etc.) will be proposed by Consultant as part of his technical offer and consulted with the GRF/PAR Capacity Assessment, Evaluation and Monitoring Specialist/Social Impact Bond focal point in coordination with UNDP Georgia Innovations Specialist prior to contract signature.

Deliverables:

  • Draft Information campaign to empower social change agents;
  • Draft Action Plan of the information campaign;
  • Workshop with stakeholders;
  • Final Information campaign and action plan based on solicited feedback.

The international expert’s work will be directly supervised by GRF/PAR Capacity Assessment, Evaluation and Monitoring Specialist/Social Impact Bond focal point in coordination with UNDP Georgia Innovations Specialist. The service provider will be directly responsible to, reporting to, seeking approval from, and obtaining certificate of acceptance of outputs from the above-mentioned persons.
Expert will inform and other relevant stakeholders about the activities, CUP project specialist will be informed and provided with all the necessary information. The Czech Embassy in Tbilisi will be informed about all the activities and the meeting at the beginning of the fist mission and at the end of the second mission will be arranged from the expert´s side.

Competencies

Corporate Competencies:

  • Demonstrates integrity by modelling the UN's values and ethical standards;
  • Understands the mandate and the role of UNDP;
  • Promotes the vision, mission, and strategic goals of UNDP;
  • Displays cultural, gender, religion, race, nationality and age sensitivity and adaptability;
  • Treats all people fairly without favouritism.

Functional Competencies:

  • Strong communication, strategic planning, and analytical skills;
  • Ability to perform a variety of specialized tasks related to stakeholder assessment, including drafting reports, data evaluation, and sustainability reporting;
  • Ability to work under pressure with several tasks and various deadlines;
  • Actively generates creative, practical approaches and solutions to overcome challenging situations;
  • Excellent writing, presentation/public speaking skills;
  • A proactive approach to problem-solving;
  • Computer literacy.

Leadership and Self-Management Skills:

  • Builds strong relationships with the project partners;
  • Focuses on impact and results for the project partners and responds positively to feedback;
  • Cooperates with project partners effectively and demonstrates strong conflict resolution skills;
  • Consistently approaches work with energy, positivity and a constructive attitude;
  • Demonstrates strong influencing and facilitation skills;
  • Remains calm, in control and good humoured under pressure;
  • Demonstrates openness to change, new ideas and ability to manage ambiguity;
  • Demonstrates ability to transfer knowledge and competencies;
  • Is able to work independently and balance competing priorities.

Required Skills and Experience

Education:

  • Master’s degree or equivalent in the field of business administration, marketing, management, public administration, social science, education or other similar fields (minimum requirement).

Experience:

  • At least five (5) years of relevant working experience in designing and planning of the information campaigns and actions plans on a related issue, preferably in social sector or related discipline (minimum requirement); 
  • At least five (5) years of relevant working experience in elaborating marketing/communication strategies/action plans(minimum requirement);
  • Knowledge and/or practical experience of innovative financial instruments (including) Social Impact Bonds and impact investing is an asset;
  • Experience from Czech Republic with social systems or related field to SIB is an asset;
  • Previous experience working with the United Nations system is an asset. 

Language Requirements:

  • Fluency in English (minimum requirement).

Evaluation:
Individual consultants will be evaluated based on the cumulative analysis method:

  • Offerors will be evaluated against combination of technical and financial criteria. Maximum obtainable score is 100, out of which the total score for technical criteria equals to 70 and for financial criteria – to 30.
  • Offerors that do not meet Minimum Qualification Criteria will be automatically rejected, while the rest will form up the long list. The offerors who obtain minimum 35 points as a result of the desk review will be invited for the interview.
  • Offerors who pass 70% threshold, i.e. obtain minimum 14 points, as a result of the interview will be requested the financial proposal.

Financial Proposal:

  • The financial proposal shall specify a total lump sum amount, and payment terms around specific and measurable (qualitative and quantitative) deliverables (i.e. whether payments fall in installments or upon completion of the entire contract). Payments are based upon output, i.e. upon delivery of the services specified in the ToR.  In order to assist the requesting unit in the comparison of financial proposals, the financial proposal will include a breakdown of this lump sum amount. Maximum 30 points will be assigned to the lowest price offer. All other price offers will be scored using the formula (inverse proportion):  Financial score X = 30* the lowest price offer/suggested price offer. All envisaged travel costs must be included in the financial proposal as well.

Payment modality and deliverables:

  • The payment schedule is given below and will be made upon satisfactory completion/submission and approval of the deliverables by the supervisor:
  • Draft Information campaign to empower social change agents (February 2019);
  • Draft Action Plan of the information campaign (February 2019);
  • Workshop with stakeholders (March 2019);
  • Final Information campaign and action plan based on solicited feedback (April 2019).

Payment Schedule:

  • Deliverable 1 – 30% of the consultancy;
  • Deliverable 2 - 50 % of the consultancy;
  • Deliverables 3-4- 20 % of the consultancy.