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International Financial Inclusion Senior Technical Advisor
Procurement Process :IC - Individual contractor
Office :UNDP Country Office - PHILIPPINES
Deadline :05-Feb-20
Posted on :22-Jan-20
Reference Number :62789
Link to Atlas Project :
00117776 - Engagement Facility CPD 2019-23
Documents :
Offeror's Template/Financial Proposal
P11 Template
General Terms & Conditions for IC
Overview :


A key driver of progress towards achieving the Sustainable Development Goals (SDGs) is increased financing for the SDGs. Efforts to identify global opportunities, challenges, and ways to advance the convergence of digital technology, the financial ecosystem, and the SDGs, led to the UN Secretary General’s launch of the Task Force on Digital Financing of the Sustainable Development Goals in November 2018.


In the Philippines, despite recent strong economic performance, with GDP growth averaging more than 6% over the past decade, inequality has been increasing. In an effort to reduce poverty rates, the government has significantly expanded the range, coverage of, and financing for different types of poverty-focused interventions, including a large conditional cash transfer program, time-limited unconditional cash transfers, social pensions, post-disaster/crisis emergency payments, and targeted programs for the elderly, poor and people with disabilities.


Digital cash platforms can provide a strong basis for enabling effective, safe, timely and convenient ways to distribute the various types of government payments and benefits to millions of beneficiaries across a widely dispersed land area and promote greater financial inclusion poses a significant challenge. To examine and analyze pathways for how digital platforms could help sustain and accelerate poverty eradication efforts, a Scoping Mission, jointly undertaken by UNDP Bangkok Regional Hub (BRH) and UNDP Philippines Country Office (CO), was carried out in August 2019.


Given strong CO partnerships across a range of stakeholders that either provide or receive cash-based financial transactions and the focus of the country programme on poverty reduction, the scoping mission assessed three potential high-impact use cases: (i) using digital cash assistance to strengthen the humanitarian- development nexus; (ii) securing payments for cash transfer beneficiaries of the Department of Social Welfare and Development (DSWD); and (iii) building a digital financial ecosystem in the Bangsamoro Autonomous Region in Muslim Mindanao (BARMM).


For each of the use cases the mission found a strong basis for further pursuing the development of partnerships with key agencies and exploring the prospect for developing UNDP-support projects. For strengthening the humanitarian- development nexus the mission recommended further developing a partnership with the World Food Programme (WFP) to explore using WFP’s beneficiary identification and registration process to enable compliance with the know-your-customer requirements for opening digital cash accounts, in partnership with international NGOs and private sector digital cash providers. For DSWD’s cash transfer program, the mission recommended holding further discussions with Banko Sentral ng Pilipinas and Land Bank of the Philippines to explore options for experimenting with digital cash payments. For the financial ecosystem in BARMM, the mission recommended an approach to integrate the existing or planned project interventions on free public wi-fi, digitalizing local service delivery, and information and communications technology infrastructure for the region. These three proposed high-impact cases would be brought together to constitute the CO’s Digital Finance Program.

To rapidly advance the development of UNDP support for these three initiatives, UNDP seeks the services of a senior technical advisor for financial inclusion.


Institutional Arrangement

The IC will report directly to the Senior Policy Advisor, and in his stead, the Accelerator Lab-Philippines (ALab-PH) Head of Experimentation, with whom all outputs and shall be submitted and through whom all communications shall be coursed and who shall accept the consultant’s outputs. S/he will work in close coordination with the Impact and Advisory Team (IAT) and ALab-PH. Outputs shall be reviewed by the IAT Senior Policy Advisor and ALab-PH Head of Experimentation and approved by the UNDP Philippines Resident Representative.


Outputs will be jointly reviewed and approved by the Residentby the IAT Senior Policy Advisor and ALab-PH Head of Experimentation. The deliverable will be approved by the UNDP Resident Representative.


The IC is expected to provide his/her own laptop for the work requirement. S/he will be provided with desk space and access to office facilities and equipment. S/he will also be supported by UNDP staff for administrative and logistic requirements.


Local travels, when required, will be approved, covered, and arranged by the Country Office following UNDP Financial Rules and Regulations. International travels are not expected.


Duration of Work and Duty Station

The expected duration of the assignment is 60 working days between 07 February to 31 May 2020, unless revised in a mutually agreed upon timetable between the Consultant, IAT Senior Policy Advisor, and ALab PH Head of Experimentation.


Duty station is in the UNDP Philippines Country Office in Mandaluyong, Metro Manila, with possible travel to UNDP Field Office in Cotabato City. All travels to Cotabato City, when required, will be arranged and covered by UNDP Philippines. The Consultant is not required to report daily but is expected to be readily available in person for meetings in the duty station and other relevant locations with the team and relevant stakeholders, as necessary.


Scope of Price Proposal and Schedule of Payments

The Consultant should send the financial proposal based on a lump-sum amount for the delivery of the outputs identified below. The total amount quoted shall be “all inclusive” all costs (professional fees, travel costs, living allowances, communications, consumables, etc.) that could possibly be incurred by the Consultant are already factored into the final amounts submitted in the proposal.


The contract price will be fixed output-based price. Any deviations from the output and timelines will be agreed upon between the Consultant, IAT Senior Policy Advisor, and ALab-PH Head of Experimentation.


Payments will be done upon satisfactory completion of the deliverables by target due dates. Outputs will be certified by the UNDP Philippines Resident Representative through his designated representative prior to release of payments.   


Payment Tranche

35% Upon submission and approval of the Final draft of the project document

28 February2020

20% Upon submission and approval of the Comments on Islamic finance paper

03 April 2020

25% Upon submission and approval of the Draft Concept note on CCT model

24 April 2020

20% Upon submission and approval of the Final draft of Concept note on CCT model

15 May 2020


Duties and Responsibilities

The consultant will carry out the following tasks:


  • Preparation of a UNDP-supported project on digital finance for post-disaster response and recovery. 


Project preparation will involve close coordination with staff from DSWD, the World Food Programme (WFP), international and local NGOs (e.g., Oxfam, the Philippine Disaster Resilience Foundation), private sector digital wallet providers (e.g., PayMaya, Gcash), and other stakeholders as deemed appropriate.


Building on an earlier draft of the project document, the consultant will convene consultations with the main project stakeholders to finalize project design and components, estimated budget, monitoring and evaluation framework, and implementation arrangements. (see Annex A for a sample Project Document template).

  • Prepare an initial concept to test the use of financial technology in the Department of Social Welfare and Development’s (DSWD) conditional cash transfer program.


The consultant will hold consultations with DSWD, Land Bank of the Philippines, Bangko Sentral ng Pilipinas and potential financial technology (fintech) providers to develop an end-to-end solution prototype from beneficiary identification through to payment disbursement, monitoring and reporting. The concept should have the potential for deployment at scale, and would explore the use of a wide array of possible fintech applications (e.g., e-wallet providers, cash-in/cash-out agents, fintech apps).


  • Support local project manager

As needed, mentor a local project manager who is expected to be hired to manage the implementation of the proposed UNDP-supported the post-disaster project.


  • Contribute to a concept note to advocate for and develop the capacity to expand the demand for and supply of shariah-compliant Islamic financial products and services, especially in BARMM.

Drawing on the findings of an earlier study that assessed opportunities and constraints for Islamic finance as part of the Marawi City recovery, the IC will review and provide written comments on a draft concept note that will be shared with the IC on opportunities for expanding Islamic finance. Comments would include recommendations on the role and responsibilities of different stakeholders, including UNDP, would play in expanding the development of Islamic finance, especially in BARMM.



Corporate Competencies

  • Demonstrates integrity by modeling the UN’s values and ethical standards
  • 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 favoritism
  • Informed and transparent decision making


Other Competencies

  • Demonstrates strong analytical skills and mature judgment;
  • Ability to provide quality policy advice services on related issues;
  • Demonstrates capacity to plan, organize and execute effectively;
  • In-depth practical knowledge of inter-disciplinary development issues;
  • Ability to lead formulation of strategies and their implementation;
  • Ability to work in a diverse and multi-cultural environment;
  • Self-motivated and ability to work under pressure and to meet strict and competing deadlines;
  • Displays analytical judgment and demonstrated ability to handle confidential and politically sensitive issues in a responsible and mature manner; and
  • Demonstrates openness to change and ability to manage complexities.


Required Skills and Experience

Offers will be evaluated based on combined scoring method :

  • Technical qualifications = 70% (40% for qualifications and 30% for methodology) 
  • Financial Proposal =    30%





Master’s degree in economics, finance, business development or a similar field with at least 7 years; OR bachelor’s degree with at least 10 years of relevant work experience



At least 7 years relevant work experience in financial inclusion strategy, public finance sector and governance reforms, including digital governance, public sector digital transformation and application of digital solutions to address public sector and development issues


At least 3 years of demonstrated knowledge and work experience in the field of business finance for post-disaster areas and/or disadvantaged communities


At least 3 years of demonstrated knowledge and work experience of financial sector issues in the Philippines, preferably through work with an international financial institution (e.g., World Bank, ADB)



Excellent command in written and spoken English





Applicants who will only receive 70 points  from the assessment of the CV and Methodology will be qualified for the assessment of the Financial Proposal.


Recommended Presentation of Offer


Offerors must upload in one (1) file the documents below at the given

You may download the editable version of the Offeror's Letter to UNDP Confirming Insterest and Availability for the IC by clicking on this link:


  1. Duly accomplished Offeror's Letter to UNDP Confirming Interest and Availability for the IC that indicates the all-inclusive lumpsum contract price, supported by a breakdown of costs, as per template provided; If an 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 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 UNDP;
  2. Financial Proposal (Annex 2 of Offeror's Letter to UNDP Confirming Insterest and Availability)
  3. Personal CV or P11, indicating all past experience from similar projects, as well as the contact details (email and telephone number) of the Candidate and at least three (3) professional references;
  4. Methodology, Half-page description of the Consultant’s understanding of the TOR and proposed methodology and program.

In view of the volume of applications UNDP receives, only shortlisted offerors will be notified.