Request for Proposal: Resource Mobilization, Communications and Advocacy Analysis (Deadline: Dec 31)
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Published on
25.11.20
What we are seeking
CGIAR is pursuing a resource mobilization effort to double overall investments in CGIAR through a targeted multi-channel approach. To pursue this ambitious goal, CGIAR has established a Resource Mobilization, Communication and Advocacy strategy that has been endorsed by the CGIAR Executive Management Team. A detailed implementation plan is being developed and requires additional in-depth analysis to complete its execution plans. In this context, CGIAR is looking for analytical support from an external service provider.
Background
In 2020, CGIAR is embarking on an ambitious reform: One CGIAR. One CGIAR is a dynamic reformulation of CGIAR’s partnerships, knowledge, assets, and global presence, aiming for greater integration in the face of the interdependent challenges facing today’s world. It comprises (i) a sharper mission statement and impact focus to 2030, aligned with the Sustainable Development Goals; (ii) unified governance under a ‘One CGIAR Common Board’; (iii) institutional integration, including more aligned management under an empowered Executive Management Team, common policies and services, and a unified country presence; (iv) a new research modality; as well as (v) more, and pooled, funding. For further details, please refer to CGIAR’s website.
A key aspect of the transition to One CGIAR is institutional integration, including harmonization of CGIAR’s policies and internal business services in Human Resources, Information Technology, Finance, Procurement, Communications and Resource Mobilization, and Research Performance and Results Management.
Deliverables and timeline
From January 15, 2021 until March 30, 2021, or as otherwise agreed, the service provider will produce and deliver the following:
- Competitor analysis – by Feb 1, 2021
- Best practice scan – Feb 15, 2021
- Funding landscape analysis – by Feb 22, 2021
- Stakeholder mapping – by March 15, 2021
- Policy analysis (limited scope) – March 30, 2021
Key markets
The Resource Mobilization, Communication and Advocacy strategy targets five “Action Areas” for fund development:
- CGIAR System Council Funders
- Emerging markets of China, India, Mexico, Nigeria, South Africa
- Climate finance institutions
- International finance institutions/ development banks and countries where CGIAR currently works
- Philanthropy (high net worth individuals and foundations) and sustainable finance.
Download Request for Proposal
Request for Proposal FAQ
General tasks include:
- Gather historical fundraising data to support the intended RM strategies for the five action areas
- Conduct an analysis of the fundraising data to determine trends and fore sighting
- Identify CGIAR’s competitors in each of the five action areas and best practices in fund development, campaign communication and advocacy for each action area
- Conduct stakeholder mapping and provide insight on potential priority stakeholders for each of the five action areas
- Conduct policy analysis for identified countries and financial institutions
- Validate the target countries and proposed tiering for the Emerging Markets action area
Specific tasks include:
All general tasks as outlined above and applicable to the target markets outlined in the RMCA, as well as the following:
- Competitor analysis
- Carry out a high-level assessment of potential local, regional and international competition for funding for System Council Funders, Climate Finance and philanthropy and sustainable finance (AA1, 3 and 5)
- Best practices scan and gap assessment of internal capacities and experience
- Evaluate the capacity and resources required to develop, submit and advocate for:
- Quality funding proposals to primary climate funding instruments
- Quality proposals for target contributors in the philanthropy and investors in the sustainable finance action area
- Assess existing and missing capacities within CGIAR to access funding from private foundations, philanthropists and sustainable finance.
- Evaluate the capacity and resources required to develop, submit and advocate for:
- Funding landscape analysis
- Estimate past and future contributions to multilateral organizations (core and project funding); estimate potential multi-annual pledging capacity and likelihood.
- Identify the main climate funding instruments and analyze the degree of complementarity of its focus areas and strategies with CGIAR’s research agenda.
- Estimate contributions from these climate instruments to multilateral organizations (core and project funding)
- Sustainable Finance & Philanthropy – determine funding and investment trends on research and innovation in agriculture, land, water, biodiversity, environment, nutrition and food systems, and potential entry points.
- Stakeholder mapping
- Conduct a stakeholder mapping exercise that includes strategic partners, GCF and GEF-accredited organizations, decision makers, and influencers, including funders and National Designated Authorities, former BOT members; identify specific events to reach decision makers/influencers.
- Collect information on existing relationships, priorities & fund alignment between IFIs and countries in which CGIAR works and lessons learned within the CGIAR system with regards to accessing IFI funding.
- Map entry points to private foundations, high net worth individuals, donor-advised funds, impact investors, and blended finance / sustainable finance opportunities. For example:
- One CGIAR Managing Directors, Trustees, Center Leaders, potential CGIAR Philanthropy Engagement Hub (PEH) Board Members or advisors
- System Council funders with strong ties to innovative/ private finance
- Bilateral donors or foundations willing to support initial investment in CGIAR readiness/ market positioning.
- Selected foundation leaders/ philanthropists/ private sector leaders/ fund managers
- Policy analysis (limited scope)
- Conduct analysis of strategies and priorities in development sectors relevant to CGIAR’s research agenda for all five target markets of the RMCA strategy
- Estimate public involvement and funding trends in selected markets for relevant sectors, domestically and abroad, including through south-south and triangular cooperation
- Analyze national public funding sources, instruments and decision-making modalities for CGIAR-aligned research in selected developing countries
- Identify potential entry points and strategies for effective advocacy and advise on potential structure for in-country financing and international financial institutions
Knowledge, skills, and abilities
The service provider should have proven experience in the following areas:
- Experience conducting donor and market analysis
- Design of major resource mobilization campaigns for international organizations with demonstrated success;
- Experience in planning resource mobilization campaigns for the five target markets identified in the RMCA
Required format of response to RFP
Your response should be prepared in accordance with the following table:
Evaluation criteria
Proposals will be evaluated based on the following dimensions:
Quality and completeness of the RFP responses (10% weight)
The RFP should be structured in the format provided above and provide clear and concise responses to each of the sections.
Approach and availability (30% weight)
The quality of the Consultant’s proposed plan, including demonstrated understanding of our requirements in relation to Resource Mobilization, Communications and Advocacy Strategy. This is a time-sensitive project and requires a start date as soon as possible after January 08, 2021.
Skills and experience (30% weight)
Consultant’s prior experience relevant to the proposed scope of work as evidenced by the examples of similar work; project staff experience and/or education, relevant to the proposed scope of work, as evidenced by brief resumes of proposed staff members; and feedback from client references indicating Consultant is likely to achieve project goals.
Cost – Total project cost (30% weight)
Clarity and relevance of cost proposal, including any alternative fee structures (i.e. fee caps, blended rates, fixed rates, pro-bono elements, or other reduced fee arrangement, etc.). Value for money as perceived by the CGIAR System Organization in the context of operating in a not-for-profit sector.
All proposals will be evaluated on a value-for-money, 2-step basis with the technical proposals and the financial proposals each being evaluated separately in the first round and then combined to determine best value for price.
The CGIAR System Organization reserves the right to consider proposals in whole and in part, and to propose the appointment of one or more applicants to the project in the form of a new consortia for delivery of the project with an identifiable project lead.
Schedule and dates
The following schedule includes key milestones and their associated completion dates and is provided primarily for planning purposes. CGIAR System Organization may modify the project timeline at its discretion.
Draft contract terms are provided as Annex 2 to this request for proposals.
How to submit a proposal
Service Providers submitting proposals should indicate if they wish to be considered for all of the services required in this RFP, or only a portion. A limited scope in the proposal will not preclude selection for that area. Primary selection criteria for awarding these contracts will be the quality and success with prior campaigns, the strength of prior experience of the service providers and the strength of their references.
Please submit a narrative proposal and a budget proposal as two separate documents to smo-bidding@cgiar.org. Both documents can be attached to the same email.
Narrative proposal will consist of no more than 10 pages (excluding cover page and table of contents) using Microsoft Word or similar format, font size 11pt., margins no smaller than one inch.
Budget proposal will be presented using Microsoft Excel or similar format and consist of, at a minimum, the following line items: consultant time, resources, travel. The budget will be presented in US dollars.
All proposals must be received no later than Midnight (CET), December 31, 2020. Only electronically submitted proposals will be considered. Late proposals will not be considered.
Who we are
CGIAR is a global research partnership for a food-secure future. CGIAR science is dedicated to reducing poverty, enhancing food and nutrition security, and improving natural resources and ecosystem services. Its research is carried out by 14 CGIAR Centers in close collaboration with hundreds of partners, including national and regional research institutes, civil society organizations, academia, development organizations, and the private sector. These 14 Centers have close to 10,000 staff based in over 50 countries.
The CGIAR System Organization, which is an international organization headquartered in Montpellier, France, provides governance to the CGIAR System in collaboration with the System Council and has about 40 staff. The Organization is committed to cultivating a work environment that reflects teamwork, gender equality, and respect for diversity. We endeavor to foster a multi-cultural environment that is free of any form of harassment and discrimination; and that embraces and values individuals regardless of age, ethnicity, race, gender, national or social origin, marital status or any other form of personal identity.
Please find more information about CGIAR at www.cgiar.org.