View Notice

Lead Consultant for Biodiversity Finance Initiative (For Filipino Nationals Only)
Procurement Process :IC - Individual contractor
Office :UNDP Country Office - PHILIPPINES
Deadline :20-Feb-20
Posted on :05-Feb-20
Reference Number :63207
Link to Atlas Project :
00106358 - Biodiversity Finance Initiative (BIOFIN) Phase II
Documents :
Offeror's Template/Financial Proposal
General Terms & Conditions for IC
P11 Template
Overview :

Since 2014, The United Nations Development Program through its Biodiversity Finance Initiative (BIOFIN) Project, has been supporting the Philippine Government in articulating the financial resources it needs to maintain a healthy biodiversity portfolio in-country. In particular, BIOFIN in collaboration with Department of Natural Resources Biodiversity Management Bureau has conducted the following: 1) Policy and Institutional Review (PIR); 2) Public and Private Biodiversity Expenditure Review (PPBER); 3) Assessment of financial needs (cost and gap analysis of implementing Philippine Biodiversity Strategy and Action Plan (PBSAP)); and 4) a Biodiversity Finance Plan.


Based on insights gained from the results of the three BIOFIN assessments, this plan acknowledges the importance of tapping additional financing to support the biodiversity agenda of the Philippines, mainly through its National Biodiversity Strategy and Action Plan (PBSAP), referred to henceforth in this Plan as the Philippine Biodiversity Strategy and Action Plan (PBSAP). This Plan is cognizant of the parallel challenges that could not be addressed by generating financing alone: thus, the Plan transcends the focus on generating additional resources and also identifies a range of “finance solutions” that leverage finance, fiscal and economic tools and strategies to improve the outcome of biodiversity objectives in the country. Financing solutions include a range of transformative actions: generating more financing to fund the PBSAP or associated planning documents; appropriate attribution of biodiversity expenditures in the budget; attaining cost effective budget execution by eradicating overlaps in biodiversity functions; eradicating expenditures that continue to or aggravate dissipation of biodiversity resources; and paving the groundwork for a responsive policy environment through greater awareness on biodiversity and biodiversity financing and enhancing institutional support towards monitoring of PBSAP.


Institutional Arrangement

The Project Manager shall directly supervise the Lead Consultant and approve his/her output.

The Lead Consultant is expected to liaise/interact/collaborate/meet with the national and global (as necessary) BIOFIN project team, DENR BMB and UNDP.  As needed, the project staff shall provide administrative assistance to her/him in order for her/him to accomplish all requirements.

Based on the table above, outputs will be submitted to UNDP and BMB through the Project Manager in the dates indicated. 

The project staff including other project consultants, as well as, relevant technical staff shall provide comment on the outputs of the consultant.


Duration of the Work

The expected duration of work is 150 days spread over 1 year.

Within 2 weeks of the consultant’s submission of his/her outputs to the Project Manager and Sr. Technical Adviser shall provide their comments.  Should there be further comments, the revised output shall be submitted within a week.  Should there be no comments, the Project Manager shall endorse the consultant’s output/s for approval.


Duty Station

The Lead Consultant is not expected to report on a daily basis to the Project Management Office based in BMB in Quezon City but shall be available on an on-call basis.  


Scope of Price Proposal and Schedule of Payments

The financial proposals from possible candidates should be expressed in lump sum amount inclusive of all financial costs related to this engagement (i.e. transportation/travel to and from residence-Manila and/or within Metro Manila, transportation/travel to outside of Metro Manila, supplies & materials, reproduction, communications including internet).  Travel expenses to project-related meetings and workshops outside of Metro Manila shall be paid for by the Project according to UNDP rules.


The Payment terms are as follows:





Submission and acceptance of Inception Report

March 1, 2020


Submission and Acceptance of Report on Biodiversity Expenditure Review

August 30, 2020


Submission and acceptance of report on Negros Oriental finance solution implementation

December 10 2020


Submission and acceptance of report on Negros Occidental finance solution implementation

December 10 2020


Submission and acceptance of scoping study on impact investment

February 25, 2021



Duties and Responsibilities

The Biodiversity Finance Plan identified finance solutions that will:  a) increase funding for biodiversity among national agencies; b) increase revenues for local governments; c) engage the citizenry; d) engage the private sector.    The Lead Consultant under the supervision of the Program Manager and Senior Technical Advisor will:


  • Ensure sustained funding for the investment program for protected areas by (i) liaising with Congress and DENR on budget allocations for fiscal year 2021 and beyond; (ii) assisting BMB in monitoring of implementation of investment program and finance needs; (iii) providing inputs to Year of the Pas campaign, specifically on strategies to increase PA revenues; and (iv) prepare status report pertaining to items i to iii;
  • In collaboration with local NGO partners, assist the LGUs of Negros Oriental and Negros Occidental in the finalization and eventual implementation of at least 1 finance solution;
  • Support in the expenditure review in regions CALABARZON, 9, 12, and Aurora Province; 
  • Complete the scoping study on impact investment and assist in the design of projects contributing to PBSAP goals including investments required from government sources,   
  • Provide technical support to capacity building activities on the BIOFIN methodology within the BMB and to other partners;
  • Ensure horizontal contributions/review of the different BIOFIN experts’ outputs and reports;
  • Lead capturing and documenting of lessons from BIOFIN project implementation and make recommendations to the Project Board for more effective implementation;
  • Contribute to the IEC component of the project and continue partnership work with key government agencies;
  • Attend relevant project meetings and workshops/exercises; and
  • Submit report/s as may be required by UNDP and BMB.


Expected Outputs and Deliverables

Deliverables/ Outputs

Estimated Duration

 to complete

Target Due Dates

Inception Report

5 days

March 1, 2020

Report on the biodiversity expenditure review of Regions Calabarzon, 9, 12 and Aurora province

20 days

August 30, 2020

Report on the implementation of finance solutions of Negros Oriental

35 days


December 10 2020

Report on the implementation of finance solutions of Negros Occidental

35 days

December 10 2020

Impact investment scoping study and design of projects

40 days

February 25, 2021

Attendance to relevant project meetings and workshops/exercises

15 days





Corporate competencies

  • Preferably with sufficient knowledge of UNDP and BMB and some level of familiarity with its operations


Functional and technical competencies

  • Leading and supervising
  • Formulating strategies and concepts
  • Relating and networking
  • Persuading and influencing
  • Applying technical expertise



Required Skills and Experience

Offers will be evaluated based on combined scoring method :

  • Technical qualifications = 70%
  • Financial Proposal =    30%



   Points Obtainable            (100 points)


  •    Master’s Degree in business management, finance, forestry, economics, urban/regional planning



  •    At least 7 years’ experience in business planning, environmental economics, urban/regional planning;


  •   At least 3 years’ experience in biodiversity finance;
  •   At least 5 years’ experience in local governance issues;              



  •  Familiar and up-to-date with national and local programs, projects and initiatives on biodiversity conservation and related areas
  • Experience in dealing with international and national experts and institutions






Applicants who will only receive 70 points  from the assessment of the CV 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 link

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 Insterest 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;


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