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TOR Short-term Expert Consultancy

Date:  17-Nov-2022

Terms of Reference

Development and Scaling of Just and Sustainable Business Models

 

Short-term Expert Consultancy

 

November 2022

 

Name of program                                          PVP Fair4All

Name of organization                                   Oxfam Novib

                                                 

Contactperson                                               Jesse Arnon, Fair Value Chains Advisor
E-mail                                                              jesse.arnon@oxfamnovib.nl

Oxfam’s, partner and allies involved       Oxfam's Asia Regional Platform, Pan African Regional Platform. Oxfam India, South Africa and Brasil, and country offices in Ghana, Mozambique. Indonesia, Cambodia, OPT, Indonesia, Vietnam, Cambodia and Myanmar.

Timeframe                                                      15.12.2022  – 31.03.2023

 

1. Summary

We are hiring for a consultant for a strategic research assignment on the development and scaling of Just and Sustainable Business Models (JSBMs). At Oxfam Novib, we believe that through intentionally learning about, innovating, and scaling JSBMs, these approaches can shift from being marginal to becoming mainstream or even igniting systematic change.

In this assignment, we want to further understand how these alternatives to the current dominant business practices can contribute to the process of systems change. In this context, it is important to understand what the roles of different actors can/should be in effective development and scaling of JSBMs. We are particularly interested in the role of different civil society organizations (CSOs) through the different phases of scaling JSBMs.  Ultimately, for our own organization to be most effective in its promotion of just and sustainable business practices.

This document will serve as a base for

  • reflection and mutual learning within Oxfam Novib and amongst country teams, consortium partners and local partners within the FAIR 4 All program and beyond
  • further collaboration within Oxfam Novib, with and between Country teams and partners on the promotion of agricultural JSBMs
  • development of strategies for further scaling of such JSBMs
  • adjustments to current pilots of JSBMs
  • private sector and public sector influencing work at global, national and regional level in the other workstreams of FAIR 4 All.

 

 

2. Introduction

Oxfam is an international confederation of 21 organizations, working with its partners and allies, reaching out to millions of people around the world. Together, we tackle inequalities to end poverty and injustice, now and in the long term–for an equal future.

The Power of Voices FAIR 4 ALL program (1 Jan 2021 – 31 December 2025) is a joint initiative led by Oxfam Novib, SOMO (Center for Research on Multinationals), Third World Network-Africa (TWN), and Huairou Commission, funded by the Dutch Ministry of Foreign Affairs. The programme operates within agricultural value chains at the regional and global levels and in 13 countries across Africa, Asia, Latin America, and Europe.

Drawing on progress and lessons learned in this and other transformative agricultural value chain programs of Oxfam Novib, SOMO, TWN-Africa, and Huairou, FAIR 4 ALL aims to leverage the power of civil society to shape new ways of doing business in the global food system that work in favor of people and the planet, towards “doing good” rather than “doing no harm.”

Ultimately, as Oxfam we are striving towards a Human Economy, an economy in which people, not profit, are the bottom line and which prioritizes the most vulnerable one that puts people and the planet at the center of policy decisions. In other words, we are looking to shift the paradigm. To achieve this ambitious goal, we need to solve a number complex problems that are deeply rooted in how our food system has been designed and developed over centuries. We understand that there is no silver bullet to solve complex issues, but that it rather requires a process of systemic change.

One lever for systemic change that FAIR 4 ALL focuses on is the promotion of alternative business practices that are inclusive and empowering. We call these Just and Sustainable Business Models (JSBM's). It is our aim that at the end of this program, civil society together with partners from the private sector will have enabled the co-creation, implementation and scaling of just & sustainable value chains, in particular those that empower women producers and return a FAIR share of value to rural communities, alongside more inclusive practices within existing value chains.

 

We believe that if we are to shift away from business practices that are either extractive or exploitative, then we need to invest in a new evidence-based narrative that inspires value chain actors to adopt and support models which don't harm workers or small-scale producers or the planet. Through providing a deeper understanding of what works and collating a portfolio of inspiring examples we believe that we can support business that promotes human rights and environmental justice. More than anything, through intentionally learning about, innovating, and scaling Just & Sustainable Business Models, these can shift from being marginal to becoming mainstream or even igniting systematic change.

At Oxfam Novib, we have started (in 2021) by defining what JSBMs are and how they can be classified. This typology can be found in the paper “Value Chain Approaches for Social Change” authored by KIT Royal Tropical Institute together with Oxfam.

 

Our current working definition of Just and Sustainable Business Models, is:

  • A business model, practice, or value chain approach that is in line with human rights standards, ILO conventions, UN Principles and Guidelines and OECD guidelines, Paris Agreement and demonstrates at least one of the following principles in its own operations and across its supply chains: 
    • puts people and the planet before profits,
    • prioritizes human (and labor) rights,
    • invests in feminist economic justice, women’s economic empowerment and gender inclusion,
    • redistributes benefits fairly,
    • regenerates natural resources and prevents harm to ecological systems and the climate,
    • takes into account the voices, (traditional) knowledge and practices of indigenous and local communities,
    • increases climate resilience of affected communities

This assignment falls in the second year of the Power of Voices FAIR 4 ALL program. It is issued by Oxfam Novib to contribute to the global program of FAIR 4 ALL and therefore specifically tries to generate insights that are relevant for all Oxfam country teams, consortium partners and implementation partners that are active over the 13 countries in of FAIR 4 ALL.  

 

3. Objectives

This assignment wants to build upon our existing definition and typology of Just and Sustainable Business Models to further understand their potential for accelerating systems change. We want to understand how alternatives to the current dominant business practices can contribute to the process of systems change. We believe that the key to understanding this relationship can be found by exploring how Just and Sustainable business models develop and scale their positive (financial, social and environmental) impact. We know that there is a myriad of articles on systems change, business models scaling, and the development and scaling of development projects. From this wealth of knowledge, we would want to have a tailored understanding how JSBMs in agricultural value chains develop and scale their impact, and how this contributes to (food) systems change.

At Oxfam we also understand that we cannot change the paradigm towards a Human Economy on our own. 

Lastly, we want this assignment to spend specific attention to the role of Civil Society Organizations (CSOs) in the co-creation, implementation and scaling of agricultural JSBMs. In particular that of our own organization, ultimately, to enable Oxfam Novib to be most effective in its promotion of alternative business practices that are inclusive, empowering, and regenerative.

This document will serve as a base for

  • reflection and mutual learning within Oxfam Novib and amongst country teams, consortium partners and local partners within the FAIR 4 All program and beyond
  • further collaboration within Oxfam Novib, with and between Country teams and partners on the promotion of agricultural JSBMs
  • development of strategies for further scaling of such JSBMs
  • adjustments to current pilots of JSBMs
  • private sector and public sector influencing work at global, national and regional level in the other workstreams of FAIR 4 All
     

4. Scope of work

This assignment has two parts:

  1. Research on the development and scaling of Just and Sustainable Business Models in agriculture/food systems. This research includes exploring the roles of different actors in the process of scaling.
  2. Advice to the Oxfam Novib team working on agricultural JSBMs on how to proceed with their collaboration within Oxfam Novib, with Country teams and with partners on the promotion of JSBMs

 

The consultant will consider

 

  • A definition and description of the phases of development and scaling of business models and of systems change in agricultural value chains and/or food systems ?
  • A methodological framework of systems change. A clear description and summary of chosen or adapted systems change theory
  • An analysis of the relationship between the development of agricultural JSBMs, mainstreaming JSBMs and systems change. How do alternatives contribute to a paradigm shift (of the global food system)?
  • A description of the roles different actors (think of private sector actors, government, multi stakeholder initiatives, CSOs, Financial Institutions including IFI’s, etc.) need to take during the phases of scaling and specifically what the role of Oxfam could /should be in the promotion of agricultural JSBMs
  • A small illustrative inventory (+ 10) of external (non-Oxfam) and internal cases of Just and Sustainable Business Models that are scaling or have scaled. The purpose is to make the analysis on JSBMs and the process of systems change tangible through examples.
  • A deep dive into + 3 exemplary external (non-Oxfam) cases with an analysis of why these are ’good practices’: what is their strength? how did they get to the current phase of scaling? who did what and when? what where the enabling circumstances?
  • A strategic advice on how to proceed with the promotion of agricultural JSBMs for the remainder of the FAIR 4 ALL project and beyond. The aim is to answer the question: “In cooperation with our (internal and external) partners, how can we (the Oxfam Novib team working on agricultural JSBMs) most effectively empower CSOs and influence the private and public sector to develop and scale Just and Sustainable business models?”

 

5. Deliverables

We expect the following deliverables for this assignment:

  1. A report documenting the development and scaling of agricultural JSBMs and their contribution to (food) systems change
  2. A set of recommendations of emerging best practice/tricks/tips/considerations to accelerate scaling. Together with an indication of barriers or blockages typically faced when scaling i.e. things to watch out for and/or trade-offs to consider
  3. An attractive externally shareable PowerPoint summary of the report tailored to development professionals without specific expertise on JSBMs, innovation and scaling or systems change
  4. A short strategic report providing advice how to effectively cooperate with our (internal and external) partners to empower CSO’s and influence the private and public sector to develop and scale Just and Sustainable business models
  5. The consultant facilitates a webinar to share the knowledge created on the development and scaling of agricultural JSBMs and their contribution to (food) systems change. This webinar needs to be tailored to the FAIR 4 ALL consortium and entice the participants to reflect, learn and provide feedback (ad point 1). We think of two sessions of 2 hours to allow for participants from different time zones.
    • A short document (1-2 pages) capturing the insights from the webinar
  6. Organize and facilitate an internal Oxfam Novib working session to discuss the advice provided in the strategic report (ad point 3)
    • A short document (1-2 pages) capturing the insights from the working session

 

6. Activities

  • Background literature review, list developed by consultant
  • Desk review
  • Reaching out to existing initiatives
  • Interview relevant resource persons
  • Delivery of draft reports
  • Brainstorm/feedback sessions with Oxfam and partner staff (virtually)
  • Webinar and working session
  • Delivery of working session insights documents
  • Processing feedback and delivery of final report

 

7. Schedule, budget, timeline and deliverables

This consultancy will be undertaken from December 15th onwards and is expected to be completed by March 30th 2023.

  • December 15th , 2022                   Consultant contracted   
  • January 5th, 2023            Revised ToR, clear scope of work and workplan - 40% of total payment
  • January 20th , 2023        Desk research on scaling and systems change draft + inventory of illustrative cases     
  • January 27th , 2023                       Selection of deep dives 
  • February 24th, 2023                      Draft cases and draft advisory document              
  • March 10th, 2023            Draft final report and PowerPoint document - 40% of total payment
  • March 17th, 2023                           Working session realized             
  • March 24th, 2023                           Webinar realized             
  • March 30th, 2023                           Final Drafts - 20% of total payment

 

8. Audience

Different elements of the assignment have a different audience.

  • Part 1 is tailored to Oxfam and its partners
  • Part 2 is tailored to the Oxfam Novib team working on JSBMs

Generally, the documents need to be able to be understood by development professionals without specific expertise on JSBMs, innovation and scaling or systems change.

 

9. Application

Interested candidate(s) can submit their application to jesse.arnon@oxfamnovib.nl including the following components:

  • Curriculum Vitae (CV) showing relevant experience.
  • Technical proposal including interpretation of the ToR and methodologies to be used (5 pages max.)
  • Detailed budget estimation including: consulting fee, operational costs, VAT and other costs.
  • Portfolio of similar work, you have done.
     

 10. Proces of Procurement, selection of consultant

         a. Procedure Oxfam Novib

Selected potential suppliers are asked to take part in the competitive procedure. Potential suppliers are asked to present a proposition and make a quotation based in the administrative criteria, selection criteria and the award criteria mentioned below. These quotations are assessed on their compliance, quality and price.

The contract will in principle be awarded to the supplier with the economically most advantageous quotation. This means that not only the price, but all award criteria will be taken into consideration. Oxfam Novib will conduct interviews with the suppliers with the highest scoring quotations before an award decision is made. Purpose of the interview is to seek further clarification on the submitted quotations and learn more about the background and previous experiences of the potential suppliers and their teams.

 

  1. b. Administrative criteria
  2. i. Deadlines
  • Any questions, remarks or requests for clarification can be sent to Jesse Arnon (jesse.arnon@oxfamnovib.nl) before 25/11/2021, 23:59 hours CET.
  • The (anonymized) questions will be answered to all applicants no later than 28/11/2022, 23:59 hours CET.
  • Quotations should reach Oxfam Novib no later than 08/12/2022, 15:00 hours CET.
     

 

ii. Contents of quotation

The following should be included in applications:

  • Two to three relevant reference assignments previously performed by the supplier that are comparable in content, time and budget;
  • Copy of the registration with the Chamber of Commerce, clearly indicating the VAT number and physical address of the applicant;
  • Information about the financial stability of the lead company, e.g. proof of annual turnover over the past three years
  • An approach paper, including a time planning based on this ToR;
  • CV(s) of the proposed consultant(s), proving relevant experience and/or diplomas. See also Assessment of the CVs (10.C.ii).
  • Total price. Accompanied with a cost breakdown, showing days or hours spent per consultant and the related fee, as well as out-of-pocket costs (costs other than fees), VAT etc.

 

Quotations should be submitted by e-mail with the subject line “quotation consultancy JSBMs” to: jesse.arnon@oxfamnovib.nl

 

c. Award criteria

The evaluation of the quotations will be based on the best value for money criterion covering technical quality (the evaluation methodology and the best combination of CVs of the consultant presented) and price of the quotation.
 

i. Assessment of the approach paper

The assessment of the approach paper will be based on the criteria below. The best fitting approach paper for the assignment will be given the most points.

  1. Understanding of the assignment
  2. References from similar assignments;
  3. Realistic time planning, given the ToR as described above;
     

ii. Assessment of the CV's

The assessment of the CVs will be based on appropriateness of the proposed consultant(s) based on the criteria below. The best fitting CVs for the assignment will be given the most points. The following competencies should be made clear in the CVs provided:

 

Required

  • Expertise on systems change theory
  • Expertise on business modelling and scaling of businesses
  • Extended expertise and knowledge in the area of inclusive business and value chain approaches in agricultural value chains and food systems
  • Extended expertise and experience with Just and Sustainable Business cases, inclusive business, and value chain interventions 
  • Expertise in the area of strategic thinking and experience with strategic advice to (development) organizations
  • Culturally sensitive and adaptable, able to engage with a variety of stakeholders from diverse backgrounds and cultures.
  • Excellent analytical skills
  • Good writing and communicative skills;
  • Excellent command of English.

 

Preferred

  • Knowledge and experience in women’s empowerment and gender justice
  • Knowledge and experience in small scale producers and workers in the food and agri Value Chain
  • Experience with (inter)national (I)NGOs and NGO platforms
  • Experience on conducting international research
  • Good understanding of roles of, relations and interactions between governmental, corporate, civil society sector and community-based organizations

 

iii. Assessment of the prices

The contractor will have to make provisions for covering all costs associated with the assignment. This includes, but is not limited to, the following:

  • Document review and analysis, report writing and editing costs.
  • Secretarial / office-related costs which may include communications (phone, skype, telecommunications, mail, photocopying, courier etc), report production, secretarial services, including potential translation / interpretation costs. No costs of this nature may be charged in addition to the offer submitted with the quotation. No office, secretarial or communication facilities will be provided by Oxfam Novib or partner NGOs.
  • The consultant will be in charge of the secretarial and logistic arrangements for all consultations with stakeholders.
  • In the event of a calculation error in the quotation, the unit price will prevail. Remuneration is based on submission of final deliverables as mentioned in chapter 5.


iv. Selection and assessment 

The assessment of the quotations will start with an assessment of the administrative criteria. These criteria are all knock-out criteria. That means that if these criteria aren’t met in a supplier’s quotation, this quotation will be put aside and the award criteria of this quotation will not be assessed.

 

The quotations that meet the administrative criteria will be assessed against the award criteria. The award criteria are assessed according to the following distribution of points.

 

Administrative criteria – These are knock out criteria

  • Quotation received within deadline  
  • Copy of the registration with the Chamber of Commerce, clearly indicating the VAT number and physical address of the lead applicant          
  • Information about the financial stability of the company    
  • At least two relevant reference assignment previously performed by the supplier that are comparable in content, time and money      
  • An approach paper, including a time planning based on this ToR    
  • CV(s) of the proposed consultant(s), proving relevant experience and/or diplomas. See also Assessment of the CVs          
  • Total price. Accompanied with a cost breakdown in days or hours spent and the related fee       

 

Award criteria

  • Approach paper          40 out of 100
  • CVs                              40 out of 100
  • Price                            20 out of 100

 

Only quotations with combined scores of at least 60 points (out of 80) for the technical award criteria (approach paper and CV) qualify for the financial evaluation.

 

Interviews will be organized with the 2-3 suppliers with the highest scoring quotations. Purpose of the interview is to seek further clarification on the submitted quotations and learn more about the background and previous experiences of proposed consultants and their competencies. After the interviews the total points scored on the award criteria can be reassessed.

 

V. Disclaimers

Oxfam Novib may require the supplier to clarify its quotation and/or provide supporting documentation. However, the supplier may not modify its quotation after the deadline for submission of quotations mentioned in chapter 10.b.i.

 

Oxfam Novib reserves the right to stop the purchase procedure completely or partly, temporarily or permanently until the moment of contract signing. In these situations, suppliers are not entitled to reimbursement of any costs or damages incurred in connection with this purchase procedure.

 

Quotations should be valid for at least three months after the deadline for handing in quotations mentioned in chapter 10.b.i.

 

Oxfam Novib cannot be charged in any way for costs related to preparation and submission of a quotation. This can also include interviews and/or providing further information about the quotation.

 

The risk of any costs and/or damages which may arise by not awarding this contract to a supplier lay solely with the supplier. Oxfam Novib cannot be held responsible for any such costs or damages.

 

By submitting a quotation, the supplier agrees all the terms and conditions specified in this procedure and the provisions of the contract template. The quotation will not contain any reservation(s) to these terms and conditions. A quotation with one or more reservations can be excluded from the procedure.

 

We are committed to ensuring diversity and gender equality within our organization. Therefore, people of all gender identities, sexes, sexual orientations, races, colors, religions, cultures, abilities, etc. are eligible for this position.

 

Oxfam aims to attract great talent that not only fits the job but also Oxfam’s high standard of values and principles, who shares and demonstrates Oxfam’s commitment to prevent and eradicate any type of misconduct including sexual harassment, exploitation and abuse, any other type of misuse of power or lack of integrity and financial misconduct. We are committed to promoting the welfare of children, young people, and adults. We place a high priority on ensuring that only those who share and demonstrate our values are recruited to work for us.

 

Note: All offers of employment will be subject to satisfactory references and may be subject to appropriate screening checks, which can include criminal records and terrorism finance checks, or integrity screenings/references relating to misconduct and disciplinary actions in prior employment.

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