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Publicerad 2021-03-08
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Terms of reference for doing a pre-study about Just Transition in the Global South

The Palme Center is seeking a consultant to do a pre-study on Just Transition, with a focus on alliance-building, advocacy and policy development. The study should collect good examples and insights from actors working for a Just Transition in the Global South, with special focus on South Africa and the Philippines. Deadline for tenders extended until the 28th of April.

Commissioners of the study

The Olof Palme International Center is the Swedish labour movement’s umbrella organisation for international solidarity and advocacy. We work globally for democracy, human rights, peace and social justice, in the spirit of Olof Palme. We support progressive civil-society organisations, unions and parties that change societies and people’s everyday lives.

Solidar is a European and worldwide network of Civil Society Organisations (CSOs) working to advance social justice in Europe and worldwide. With over 60 member organisations based in 29 countries (24 of which are EU countries), member organisations are national CSOs in Europe, as well as some non-EU and EU-wide organisations.

The study is done in partnership with ITUC’s Just Transition Centre.

Purpose

The purpose of the assignment is to do a pre-study on Just Transition, with a focus on alliance-building, advocacy and policy development. The study should collect good examples and insights from actors working for a Just Transition in the Global South and lay the ground for capacity-building of our partners. The findings will also be of use in the potential development of a menu of options and examples of Just Transition that can be used to start local transitions in different contexts. The study should outline the different roles that civil society organisations, unions and political parties can play to bring about and carry out a Just Transition.

Background

At Solidar and Olof Palme International Center, we aim to increase our support for partner organisations around the world in their work for a Just Transition. As part of this, we will develop capacity-building workshops and materials, with advocacy, policy development and alliance-building for Just Transition as central topics. Giving partners opportunities for exchange and peer-to-peer learning is a top priority. 

We are also following closely and cooperating with the Climate Agenda initiative, an independent project that is developing a union-backed action plan for a Just Transition in Sweden. This process will be undertaken in three steps:

  1. Analyze what each sector of the economy needs to do to lower their carbon emissions, in order for the country to be in line with the Paris agreement, arriving at an action plan based on solid data. 
  2. Secure support for this action plan through outreach to political parties, the business sector and civil society. 
  3. Communication and dialogue with workers and the public. This may take the form of trainings, possibly through a network of green union representatives, and will be done in collaboration with unions and actors involved in workers’ education.

The ambition at SOLIDAR and the Olof Palme International Center is to learn from this ongoing national process in Sweden, other transitions in the Global South especially as well as the guidelines for Just Transition developed by ILO and ITUC. From these processes, we hope to collect insights that can be used to start Just Transitions in other places – particularly the lower- and middle-income countries we work with as part of our international development cooperation. 

Due to the wide diversity of circumstances in Global South countries, it would be difficult to come up with a single blueprint or series of steps for Just Transition. The ILO also stresses that Just Transition will be different in every country. Instead, the idea is to put together a menu of options and examples of Just Transitions. This menu should be developed by trade unions and civil-society organisations in the Global South who are leading the way on Just Transition, based on work they are already doing. The list of options and examples would help others design Just Transition processes that contribute to gender equality. It would also clarify the roles that different actors can play in order to achieve a Just Transition; not just unions but also civil-society organisations and political parties.

In supporting the development of such a menu of options for Just Transition, we will partner with ITUC’s Just Transition Centre as well as consult other key actors, such as ITUC’s regional bodies and the ILO.

The assignment

The assignment is to produce a written report that covers the areas identified in the outline below, building on research and interviews with representatives of OPIC’s partner organisations, other relevant organisations in the area and international actors.

Design and logic

The development of the pre-study should include the following.

  1. Background research – a sample of relevant studies and articles about Just Transition, particularly relating to the two focus countries.
  2. Interviews with a selection of representatives from the Palme Center’s partner organisations active within Just Transition
  3. Interviews with a selection of representatives from other local organisations with key roles in the transition
  4. Interviews with representatives of international bodies with expertise on Just Transition.
  5. Development of a study including good examples, lessons learned, an outline of the roles that different actors can play and recommendations for upcoming capacity-building as well as for the development of a menu of options and examples of Just Transition.

The Palme Center will prepare an outline for the study, to be adjusted with the consultant at the start of the assignment.

We will also suggest relevant documents to include in the research, identify people to interview in our partner organisations and introduce them to the consultants. We will also assist the consultants in choosing other relevant organisations to talk to. 

The Palme Center will be the sole owner of the results of the assignment

Timeframe and duration

The duration of the production of the pre-study is expected to be approximately 6 weeks, including the preparatory reading. The Palme Center is aiming to get a first draft by the end of May. However, the timeframe can be adjusted per the requirements of the consultant – please give us a rough indication of what timeline would be feasible in your offer.

Deadline for submitting tenders has been extended to the 28th of April 2021.

Target group

The target group is the Palme Center’s and Solidar’s partner and member organisations, our international networks within civil society and the workers’ movement, as well as other actors within international development cooperation and social movements.

Language

The publication shall be written in English.

Requirements on the consultant

The consultant shall have the following qualifications:

  • Good knowledge in the English language, spoken and written
  • Experience of producing studies for a non-academic audience
  • Experience of working with the topic of Just Transition
  • Extensive knowledge of and wide networks in one of the two focus countries, or in the region
  • Extensive experience of working with civil society organisations and/or trade unions

Please state if you have a collective agreement, if that is applicable in your country. Freelancers do not need to have this.

Compensation

The budget for the assignment will be decided between the parties, upon suggestion in the winning proposal. The total cost of the assignment, including VAT, may not exceed 30 000 EUR, including VAT. Fees, costs and VAT are to be separated in the budget. VAT should be calculated at the rate in the residing country of the consultant.

Payments will be made in the following manner:

  1. First payment: 50% of the total compensation after the start of the assignment and upon receiving an invoice from the consultant.
  2. Second payment: 50% of the compensation after the Palme Center’s approval of the final study and upon receiving an invoice from the consultant.

Tenders

  • Tenders shall be submitted via email to Cajsa Unnbom at the Olof Palme Center cajsa.unnbom@palmecenter.se.
  • The bid should include an explanation of how you match the checklist with requirements on the consultants above with details of previous experiences. Attach curriculum vitae of the consultant/s, including references. State your requirements when it comes to the timeframe of the project, and send us a simple budget.
  • The budget shall include the remuneration of the consultant as well as all other costs related to the production of the study. The budget must specify fees, costs and VAT.
  • We will compare offers from at least three consultants. We reserve the right to refuse any of the bids received.
  • The review process at the Palme Center involves the Methods advisor on climate and environment, the Head of Team Methods Support and Head of the International Department. The tenders are assessed according to their merits related to the qualifications mentioned above. The decisions are made collectively by the group. The final decision will be made before April 8th and will be sent to all tenderers as soon as possible.
  • For questions or clarifications, please contact Cajsa Unnbom at the Olof Palme Center: cajsa.unnbom@palmecenter.se, +46 (0) 8 677 57 26.