TERMS OF REFERENCE

LOCAL REVIEW OF LANDSCALE ASSESMENT

ABOUT RAINFOREST ALLIANCE & LAMAS LANDSCAPE

The Rainforest Alliance has implemented several initiatives in the province of Lamas, San Martin region. One of them is the development of a landscape assessment using LandScale (LS) tool, which covers 6 districts of the Lamas province and helped generate a participatory Action Plan. This plan identifies landscape problems and proposes solutions to achieve sustainable development by 2030 through the mobilization of private and public investment. In line with The Business Case for Collective Landscape Action, supported by USAID and in compliance with the set objectives, a new landscape assessment is being conducted in the 11 districts of the Lamas province using the LandScale tool. This will lead to an update of the Landscape Action Plan (LAP), which requires working with local reviewers to confirm or expand the data that is being collected.

LandScale provides a set of scientifically rigorous, yet practical principles, criteria, and indicators for assessing the status and sustainability trajectory within a landscape, which could be a jurisdiction, watershed, or ecoregion. The standardized framework and quality assurance allows for comparative assessment across different regions. Producers, governments, companies, and investors can use LS to track and demonstrate progress toward sustainability commitments at the landscape scale. LS can also help companies understand the sustainability risks and opportunities associated with sourcing or investing in a particular environment. By providing reliable performance data to improve decision making in sourcing and investment schemes, LS links market incentives towards continuous improvement of sustainability at the landscape scale, thereby motivating stakeholders to work together towards common sustainability goals.

ABOUT THE INICIATIVE

The business case for collective Landscape action: Through this initiative, the Rainforest Alliance will work with the United States Agency for International Development (USAID), Clarmondial, CDP, and Conservation International Ecuador to address global environmental challenges associated with commodity-driven deforestation in some of the world’s most important tropical ecosystems and sourcing regions. We will convene the private sector, governments, and local farmers and organizations in Peru, Ecuador, Brazil, Colombia and Indonesia to pilot a globally replicable landscape approach that leverages the complementary expertise of our partners while benefiting local and Indigenous communities and enterprises.

The overarching goal is to scale-up reductions in commodity-driven deforestation while accelerating climate change mitigation, biodiversity conservation, restoration, climate resilience, and community livelihoods gains of this initiative, unlock international finance for sustainable production, channel it to well-planned landscapes, and ultimately stabilize critical deforestation frontiers. To facilitate this work, we will use the newly launched LandScale tool, a collaborative initiative co-led by the Rainforest Alliance, Verra, and Conservation International that enables the private sector, governments, and civil society to assess risk and adaptively invest in, monitor, and measure sustainability impact at the landscape level by demonstrating the business case for collective landscape action and enabling application globally.

The initiative promotes, among other objectives, the formation of alliances between different stakeholders in the territory. Because of this, as a previous step to the creation and adoption of an LAP for the territory, it is necessary to carry out this baseline assessment using the LandScale tool.

 

ABOUT LANDSCALE

LANDSCALE - Powering Landscape Sustainability is a system to assess and communicate landscape sustainability performance. It helps landscape stakeholders gain critical insights, make more informed decisions, and share credible stories of impact. Companies, industry initiatives, NGOs, governments, donors, and financial institutions can use LandScale to measure the sustainability status and trends of any landscape with substantial natural resource-based economies and supply chains.

The LandScale system which is to be used to conduct this work is comprised of the following:

  • The LandScale Platform: an online tool that facilitates conducting the five LandScale steps described below and exposing the products of the assessment to a global audience, if desired.

  • Assessment Framework: the goals, indicators, and performance metrics that constitute the scope of an assessment.

  • Assessment Guidelines: detailed guidance on the process of conducting a LandScale assessment, accessible through the LandScale platform.

  • Validation Mechanism: The process of reviewing the assessment methodology and results by the LandScale team (LandScale validation) and local experts (local review).

  • Communications and Claims Policy: information on the type of claims that may be made based on LandScale assessment results and the process for communicating such claims.

SCOPE OF WORK

The Lamas landscape assessment is carried out within the framework of the objectives of “The Business Case for Collective Landscape Action” supported by USAID. One of the main objectives of the initiative is the elaboration of a Landscape Action Plan (LAP) in a participatory manner, following this assessment, which will allow focusing actions for biodiversity conservation, reduction of greenhouse gases emissions and deforestation caused by commodities in the landscape.

The LandScale’s assessment process consists of five steps, where step 4 and step 5 required to be review in this consultancy.

1.      Preparation

2.      Boundary Selection

3.      Indicator and metric selection

4.      Data Evaluation and Metric Assessment

5.      Reporting and publishing results


Landscale evaluation considers four (4) pillars: Ecosystems, Governance, Human well-being and Production. Each of one has indicators and metrics. See LS framework.pdf for more information.


The objective of the local review is to obtain targeted feedback from those knowledgeable about the landscape on the accuracy of source data and assessment results. This feedback is used to inform any needed improvements to the results and to identify and document any limitations to their accuracy and interpretability. The local review supplements the validation role of the LandScale team and is a requirement for publishing assessment results on the LandScale platform. This includes being able to competently review the quality of data and methods used to derive the results related to those topics. Expertise may have been obtained through academic, professional, and/or practical experience with the given topics.  Have knowledge of the landscape such that they can make a determination of the accuracy of the results relative to actual conditions in the landscape. Knowledge of the landscape may have been obtained by living or working in the landscape, or by other means, such as conducting research pertaining to the landscape. 

 

GENERAL

  • All inputs to the LandScale platform are required to be in English using proper spelling and grammar.

  • It is required to validate the information gather by the Landscape Assessment consultancy team on step 4 and step 5.  

  • The Local Review Consultant Team will be train to use the Landscale tool, where the review will take place.

  • The Local Review Consultant Team will constantly coordinate with the RA Team and Landscale global team and Landscale consultancy team of Lamas Province.

  • During the process, the Local Review Consultant Team should ensure the mainstreaming of Gender and Indigenous People and Landscape Communities (IPLC) and incorporate the GESI (Gender and Social Equity and Inclusion) approach. Describe in the work plan how this topic will be approached.

  • The field visits may or may not be necessary for workshops or collect information about the four pillars of the Landscale tool. These workshops are organized by RA team and consultancy members.

  • The group of consultants (>1 members), one must act as the project manager for the local review, so as “leader” of the team to facilitate coordination and fulfillment  of the objectives of this consultancy.  

  • The consultants are appointed to perform the role of “Local Reviewers of the Landscale Assessment of Lamas Province”, including the role of stakeholder coordination and technical role in data collection.

  • The group of consultants must have subject matter expertise in the topics that they are invited to review (Ecosystems, Governance, Human well-being and Production).

  • A local reviewer can review indicators in more than one goal or pillar as long as they meet the above-mentioned criteria on subject matter expertise and landscape knowledge for each of the indicators that they will review.

TIMELINE*

*Timeline may vary slightly, prior coordination

BUDGET

The budget will be validated with the proposal of the consultant(s) and all variables must be considered. In other words, the consultancy will be at full cost.

PAYMENT SCHEDULE

Payments will be made upon successful review of each step.

DATA AND ANALYSIS EXPERTISE

The team should include expertise in social and environmental data and data analysis so that it will be able to identify data sources, assess data quality, and calculate metrics based on secondary and possibly primary data.


GIS AND DATA MANIPULATION AND MANAGEMENT

Spatial information is a key component of a LandScale assessment. For this reason, the team should include one or more people experienced in collecting and managing spatial data and deriving metric results from these data, including proficiency in spatial analysis using geographic information systems (GIS).

PREFERRED QUALIFICATIONS

Writing skills: The landscape report must be written in English (reporting of results to local audiences in Spanish and formats is also encouraged). It is recommended that the team includes a skilled writer and editor to support the production of the assessment report.

Data visualization skills: The landscape profile and report will be enhanced by including visualizations of the data including maps, charts, and other graphics. Assessment leads are encouraged to include team member(s) that are able to produce such graphics and visualizations.

CRITERIA FOR SELECTION

The requirements described are the minimum requirements for the evaluation leader and the team member(s). We recommend a team of 4 people, one per pillar. The lead consultant will have the authority to hire one or three additional individuals to continue and complement the review, this will not be Rainforest Alliance's responsibility. RA will enter into the contract exclusively with the selected natural person or legal entity. The work will be hybrid, the team leader or team member must be available if RA requires it.


In case the lead consultant decides to have one or more members in his team, he/she shall decide and be responsible for the activities proposed in this ToR. In addition, the financial proposal shall be at full cost.


Local reviewers may not be affiliated with the organization or entity that owns or collected data that were used as part of the indicator being reviewed. For example, if the assessment used agriculture production data from the ministry of agriculture, then no affiliate of that ministry may review Goal 4.1 Promote regenerative, agricultural, agroforestry, and tree production systems. However, a ministry of agriculture employee who is an expert in water resources in the landscape could serve as a local reviewer for Goal 1.3 Maintain and enhance ecosystem services provided that no data from her employer was used in the assessment of that goal. 


Local reviewers must not have any conflict of interest that could impede, or be perceived as impeding, an objective review. Any potential conflicts of interest will be disclosed prior of the qualification.


The following criteria will be prioritized by Rainforest Alliance when evaluating technical and financial proposals.

The lead consultant:

  • Natural person or legal entity

  • University studies in Agronomy, Forestry, Statistics, Economics, or other related fields.

  • Have 2 or more years of experience and knowledge of the intervention area of the province of Lamas or a province in the San Martin region.

  • Have 5 or more years of experience in productive projects related to coffee, cocoa, palm, agroforestry or others.

  • Have 7 or more years of experience in working of processing information of one or two of the 4 pillars of Landscale evaluation: Ecosystems, Governance, Human well-being and/or Production.

  • At least four services, studies or consultancies regarding collection and loading of information (databases), information and indicator management, and web platform management.

  • Verbal and written communication skills in English (intermediate).

  • Live in Tarapoto or nearby areas (desirable).

  • Have leadership skills.

  • Experience of managing a team (desirable).

 

The lead consultant and team members:

  • Natural person or legal entity

  • University studies in Agronomy, Forestry, Statistics, Economics, or other related fields.

  • Have 1 or more years of experience and knowledge of the intervention area of the province of Lamas or a province in the San Martin region.

  • Have 3 or more years of experience in productive projects related to coffee, cocoa, palm, agroforestry or others (required).

  • Have 7 or more years of experience in working of processing information of one or two of the 4 pillars of Landscale evaluation: Ecosystems, Governance, Human well-being and/or Production. (required)

  • Experience and solid knowledge in database and Geographic Information Systems with software such as ArcGIS, QGIS, Google Earth Engine, etc. (required)

  • Experience in water diagnostics or assessments, including expertise in hydrological modeling or related fields. (required)

  • It is preferable that local reviewers have prior or ongoing experience within the Lamas province or the San Martín region.

  • Knowledge in management, analysis and downloading information from public and private geoservers on issues related to Human well-being, Productivity, Ecosystems and Governance (MINAM, IGP, SERNANP, IBC, etc.).

  • Excellent document writing skills, preparation and systematization of reports and briefings.

  • Verbal and written communication skills in English.

  • Knowledge of the intervention area of the province of Lamas or a province in the San Martin region.

  • At least one of the team members must live in Tarapoto or nearby areas (required).

 

The List Criteria to assess proposals from potential consultants are:

  • Economic proposal (30%) – The extent that the Applicant’s proposal demonstrates a clear and effective overall economic approach and presents availability to perfom the consultancy.

  • Qualifications (45%) – Demonstrated expertise, experience, and availability through a CV that meets the requirements of the technical specifications.

  • Past Performance (25%) – Demonstrated capabilities and experience related to the technical specifications, capabilities, and quality of products or services.

  • The proposals should contain:

    • Fixed price: request budget needed to complete deliverables.

    • Note: state currency required.

    • Note: RA prefers not to define budget amount for the opportunity. Instead, we prefer to gather proposals to determine market price for activity.

  • List of previous engagements that address the above experience desired.

  • Current C.V. (S)

  • Note: RA may request documentation of what is declared in the experience, and the contract may be voided if the consultant does not provide the verification means.

PROPOSAL SUBMISSION

Proposals should be submitted in one PDF file through this platform by September 17, 2023. IMPORTANT: The due date is extended to September 25, 2023.




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