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Ref.
2024/TEGSSOIICR/11522

Job offer type
Experts

Type of contract
Service contract

Activity sectors
Prevention, reduction and adaptation to natural, accidental and malicious risks ; Economic and financial governance

Deadline date
2024/07/25 16:42

Duration of the assignment
Short term

Contract
Freelancer

Duration
7 mois

Mission description

A senior consultant will be hired to deliver on the role of lead Support Structure in Costa Rica national process in the framework of Global Shield against Climate Risk. At the beginning of his/her assignment, the Contractor will be provided with all the already existing materials and in particular with the stocktake and outputs of the first workshop that took place on the 9 & 10th of July. 

The contractor is responsible for providing the following services: 

 Facilitate technical activities and support of the ICP in Costa Rica

    • Maintain workplan and timeline oversight throughout the ICP, and provide SUGESE, the Global Shield Secretariat and Expertise France with a regular written update (interval of updates tbd with SUGESE) on progress and required decisions / next steps including on coordination with further involved stakeholders,
    • Identify research and data analyses needs related to ICP outputs.

 Convening key stakeholders in meetings/workshops to achieve an inclusive and participatory process 

·         In close coordination with SUGESE and MH, and supported by the GS Secretariat, maintain an updated and inclusive stakeholder map, detailing all relevant/ key local stakeholders to participate in the process. Guided by SUGESE, the GS Secretariat and AFD/Expertise France, supervise the integration of inputs of key actors, in particular, GRMA, Microinsurance Network (MiN), Access to inclusive Insurance (A2ii), Global Shield Financing Vehicles[1] (GSFVs), members of the GS Coordination Hub (CH), the Technical Advisory Group (TAG), and others, into the main products of the ICP,

·         Identify and engage with the different stakeholder groups as part of the ICP: government, multilateral and bilateral development sector, private sector, civil society, academia, indigenous communities, and marginalised groups. This includes:  

o    Identifying relevant communication channels to reach these stakeholder groups;

o   Follow-up meetings with key actors and / or key groups of actors throughout the ICP;

o    Identifying existing fora / committees / working groups that the process can build upon and identify suitable mechanisms to integrate their inputs.

·         Support the facilitation and moderation of meetings throughout the ICP (incl. writing of minutes/reports),

·         Manage the logistics and administrative aspects of the ICP, including the organisation of meetings, exchanges of the country committee and amongst stakeholders, and workshops.

·         Realize field trips to previously identified areas of the country to document the need of local actors (like municipalities, vulnerable groups, etc) during the gap analysis development phase, if needed. Such missions should be approved in advance by SUGESE and Expertise France.

·         Should one additional workshop be deemed useful during the ICP, the time and date for this workshop will be established in close collaboration with SUGESE and Ministerio de Hacienda and will be communicated to the contractor in due course. The services for each workshop include in detail:

o    Development of workshop concept notes and agendas (including drafts), including the conceptualization of discussions in close coordination with SUGESE and supported by the GS Secretariat

o    Supporting SUGESE with invitation management and communication with stakeholders,

o    Participation in briefing calls with speakers, SUGESE as required,

o    Support of reporting and evaluation (writing of meeting / workshop reports etc.).

  • Conceptualize and realize meetings/workshops necessary to achieve an agreed request for support.
  • After Costa Rica´s Request for CDRFI Support to the GS has been submitted, supporting ICC in presenting the request to national and international stakeholders and further coordinating interactions with the relevant Financing Vehicle(s) under the Global Shield Financing Structure (GSFV) for the tailoring and approval of the Support Package Proposal, in coordination with the GS Secretariat and lead by ICC.

 Ensuring finalised and endorsed ICP outputs in a transparent way 

·         Gather inputs from all stakeholders for main ICP outputs 1) Stocktake, 2) Gap Analysis, 3) Request for CDRFI support and share information, decisions, drafts, and final outputs

·         Develop final drafts with support and guidance from the GS Secretariat for

1.     Stocktake

2.     Gap Analysis

3.     Request for CDRFI Support

and securing endorsement by the government on final products,

·         Coordinate and complement: Specific draft outputs may be prepared or supported by organisations with technical expertise or skills and shall be integrated into the stocktake and gap analysis, including (list to be revised and approved by SUGESE once gap analysis is being elaborated:

·         Gender analysis

·         Risk analytics and economic loss assessment

·         Analysis of gaps and identification of opportunities in the legal and regulatory framework environment

·         Capabilities of the domestic private sector for insurance

·         Link outcomes of the GRMA process to outcomes of the ICP process in Costa Rica,

·         Support with the communication and presentation of results to the public, incl. providing speaking points to government officials and key actors on the progress of the ICP,

·                     The work is guided by the following principles:  

o    Outputs should be produced in line with the recommended criteria (cf. general ICP Guidance Note),

o    Support the process objectively, fairly, and transparently, i.e., the consultant should not promote a preferred solution / project motivated by their own interest.

  • Gather inputs from all stakeholders for main ICP output 3) Request for CDRFI Support, and share information, decisions, drafts, and final output,

 Ad hoc services

·         Advisory support to the government and the governmental focal point throughout the ICP by providing technical advice on CDRFI, climate change adaptation, and comprehensive disaster risk management, as needed,

·         Coordinate the compilation of knowledge on national processes in Costa Rica, including knowledge about national Disaster Risk Management (DRM), incl. Disaster Risk Finance (DRF), national CDRFI mechanisms, national public financial management and fund management, and key stakeholders,

·         contribute to the overall GS knowledge management and learning process and engage in at least 2 evaluation calls with GS Sec,

    • if applicable: coordinate the support to the government focal in promoting institutionalisation of knowledge in relevant government agencies,
    • engage in coordination meetings between SUGESE, MH, GS Secretariat.

 

Certain milestones, as laid out in the table below, are to be achieved during the contract term.

#

Product

Deadline (tentative)

1.1

 

1.2

1.3

Updated workplan covering contract period (beginning tentatively on August 1st, 2024)

Updated timeline covering contract period

Regular update

1 week after contract starting date (8th of August)

 

Intervals tbd with SUGESE

 2.1

 

2.2

Indicative list of required bilateral meetings following the first in-country workshop

Overview of inputs for gap analysis

 2 weeks after contract starting date (15th of August)

 2 weeks after contract starting date (15th of August)

3

Completed stocktake

4 weeks after contract starting date (30th of August)

4.1

Draft gap analysis report for review by SUGESE / Global Shield Sec / Expertise France & TAG

Finalized gap analysis report

10 weeks after contract starting date (Oct. 4th)

 15 weeks after contract starting date (Nov 8th)

4.2.1

 

4.2.2

 

4.2.3

 

4.2.4

 

4.2.5

 

Draft request for support for review by MoF/SGlobal ShieldSec + Expertise France

 Draft request for support for review by TAG

 

Finalized request for support

 

PPT slides / requested presentation format on request for support

Ad hoc support: coordination with the financial vehicles and MOF

18 weeks after contract starting date (Nov, 29th 2024)

 20 weeks after contract starting date (Dec 13th)

 

January/February, 2025

 

February 2025

Between January and beginning March 2025

 

Period of assignment: from 1st August until 31 March 2025.



[1] The Global Shield Financing Structure incorporates three complementary financing vehicles, namely the Global Shield Solutions Platform (GSSP), managed by the Frankfurt School of Finance & Management; Global Shield Financing Facility (GSFF), managed by the World Bank; and the Climate Vulnerable Forum (CVF) & V20 Joint Multi-Donor Fund. Together with implementing organizations, governments, private sector, NGOs, humanitarian agencies, and other existing CDRFI programmes and linked service providers, the Global Shield Financing Structure will address the needs identified in the In-Country Processes and respective country support packages.

Project or context description

The Global Shield against Climate Risks is a joint initiative by the G7 and the Vulnerable Twenty Group (V20) of Finance Ministers from countries most vulnerable to the impacts of climate change. The initiative was launched in November 2022 at COP27 to address the urgent needs of vulnerable countries in the face of increasing climate risks. 

 

The main objective of the Global Shield (GS) is to increase financial protection for vulnerable people by providing more and better pre-arranged risk finance against climate-related disasters, or CDRFI - Climate and Disaster Risk Finance and Insurance. CDRFI provides quick and reliable funding when climate impacts materialize, which in turn helps governments, people, and businesses to act earlier and respond more effectively. The timely pay-outs are crucial to reduce the follow-on costs of disasters, accelerate economic recovery and avert the danger of people sliding into poverty. This contributes to cost-effectively addressing losses and damages exacerbated by climate change. 

 

The GS will support countries in acquiring needs-based financial protection in a systematic, coherent, and sustained way, leveraging a broad and diverse landscape of institutions. Countries are supported in identifying and implementing the most cost-effective solutions to cover their protection gaps. Protection gaps can be defined as risks which cannot be mitigated through risk prevention or risk reduction, and for which no financial protection is yet in place. General information on the GS objectives, main elements and interventions can be found in the GS Concept. 

 

The Ministry of Finance (Ministerio de Hacienda, Costa Rica) has formally requested support from the GS and the Global Risk Modelling Alliance (GRMA) to scale up prearranged finance and close urgent protection gaps. In order to achieve this, an In-Country Process (ICP) will be carried out to identify specific needs and corresponding options of CDRFI interventions / instruments. The ICP is an inclusive, country-led process that engages key stakeholders relevant to advancing CDRFI, including the needs and perspectives of climate vulnerable and affected groups. The process includes a stocktake of existing initiatives, a gap analysis, a request for CDRFI support, and the subsequent tailoring and implementation of a support package.

 

As governmental focal point of Ministerio de Hacienda, Superintendencia General de Seguros de Costa Rica (SUGESE) coordinates and oversees the ICP. In light of the various tasks, technical expertise and administrative resources needed to implement the ICP, an In-Country Coordination (ICC) support structure will be hired to assist the coordination in Costa Rica. The Support Structure will work under the leadership of SUGESE in close liaison with the GS Secretariat and Expertise France (Agence Française de Développement Group), and collaborate with institutions that support and contribute to the process, including the Global Risk Modelling Alliance (GRMA), Access to Insurance Initiative (A2ii), the Technical Advisory Group (TAG), and members of the GS Coordination Hub. Overall, the support will include convening key stakeholders in a participatory process, coordinating and ensuring finalised and endorsed ICP products, and contributing relevant CDRFI expertise and advisory to ensure the success of the process. 

Required profile

Key expert  

 

·      Overall responsibility for the advisory packages of the contractor (quality and deadlines),

·      Coordinating and ensuring transparency and communication with GS Secretariat and relevant partners listed above,

·      Regular reporting in accordance with deadlines.

 

Qualifications 

·      Education/training (2.1.1): university degree in Economics, Finance, Governance, Business Administration, Climate Risk Management, Development Studies or related fields.  

·      Language (2.1.2): C2-level language proficiency or equivalent in Spanish, C1-level language proficiency in English  

·      General professional experience (2.1.3): minimum of twelve years of professional experience in the Finance sector or Climate Change-related fields

·      Specific professional experience (2.1.4): Experience in Climate and Disaster Risk Finance and Insurance (CDRFI) and financial instruments is an advantage  

·      Regional experience (2.1.6): 10 years of experience working in Costa Rica,

·      Other (2.1.8): Experience working with government officials and with multi-stakeholder partnerships as well as existing knowledge of the Global Shield initiative and its related ICP are a requirement. Good understanding of the CDRFI ecosystem and relevant stakeholders in Costa Rica is of great advantage. Experience in working on financial inclusion and/or on insurance scheme is an advantage.

 

Soft skills 

In addition to their specialist qualifications, the following qualifications are required of team members: 

·                    Team skills 

·                    Initiative 

·                    Communication skills 

·                    Socio-cultural skills 

·                    Efficient, partner- and client-focused working methods 

·                    Interdisciplinary thinking 

Additional information

Technical-methodological concept 

Strategy (1.1): The main objective of the GS is to increase financial protection for vulnerable people by providing more and better pre-arranged CDRFI. As a GS beneficiary country, it is crucial to support Costa Rica during the different steps of the ICP from stocktaking to protection gap analyses, bringing key stakeholders together. This will ensure an inclusive, evidence-based, and systematic process through which Costa Rica requests and accesses support for CDRFI implementation from the GS and the corresponding support package can be implemented. The consultant plays a crucial role in supporting the country and all actors involved in these steps towards implementation.  

Cooperation (1.2): collaborating in close working relationship with key actors in the process and coordinating responsibilities, incl. SUGESE, MH, the GS Secretariat, V20 Secretariat, [GRMA], the Global Shield Financing Vehicles (GSFVs), and members of the GS Coordination Hub (CH) and Technical Advisory Group (TAG) 

Estimation of expert days: 100-120

·         Completed Stocktake: 20 days

·         Gap analysis coordination and finalization: 30-40

·         Draft request for support and presentation: 20-30

·         Ad hoc services: 15

·         Follow up with the vehicles and MOF after the request: 15

 

All deliverables and services will be supervised by SUGESE supported by the Global Shield Secretariat and Expertise France. Deliverables require final signoff by SUGESE.

This Contract will be financed by Expertise France (AFD Group), as part of its contribution to the Global Shield. Payments will be made upon monthly timesheet and satisfactory release of main deliverables (stocktake, Gap analysis and Request for CDRFI).

Selection criteria for applications

The selection process for candidates will be based on the following criteria :

  • Candidate’s training/skills/experience

Deadline for application : 2024/07/25 16:42

Expertise France is the public agency of French international technical cooperation. The agency operates around four priorities:

  • democratic, economic and financial governance;
  • security and stability of countries in crisis/post-crisis situations;
  • sustainable development;
  • strengthening health systems, social protection and employment.

In these areas, Expertise France carries out engineering and implementation missions for capacity building projects, mobilizes technical expertise and acts as an aggregator of projects involving public expertise and private know-how.

With an activity volume of 233 million euros, more than 400 projects in portfolio in 80 countries, and 63,000 days of expertise, Expertise France focuses its action towards France’s solidarity policy, influence and economic diplomacy.

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