0.1

Detailed work plan

Prepare the work plan, the milestone-based schedule, assignment risk matrix and  operationalize the methodological approach provided or approved by the Project for each analytical block  ,

1

0.2

Application of conceptual framework and operational definitions

Compile the operational definitions, provided or approved by the Project, to be applied consistently throughout: what qualifies as an EbA solution, what constitutes an eligible financial product for EbA, and what is meant by anchor company, investment opportunity and target population.

1

0.3

Information source matrix

Inventory and assess the available secondary sources, departmental and municipal development plans, territorial climate planning instruments, chamber of commerce registries, public financial sector information and Project databases, indicating availability, coverage and limitations.

1–2

0.4

 Adaptation and application of Project-approved instruments

Adapt the baseline instruments designed by the Project and prepare for review and approval, draft interview guides for development banks, LFIs and trade associations; demand-side data collection instrument; value chain characterization template; and investment opportunity template. All instruments shall be modular and traceable to the indicators they feed. The instruments shall incorporate a dedicated module on shared-risk mechanisms  (risk pooling, parametric insurance and collective guarantees) and a block on repayment capacity, admissible collateral and credit history, as these are direct inputs to outputs 1321 and 1322.

1–2

0.5

Sampling plan and field protocol

Prepare a preliminary sampling frame, by applying the sample parameters, segmentation, quotas by sex and representativeness criteria  provided or approved by the Project,  Where purposive sampling is used, document its scope and limitations. Includes the informed consent protocol and personal data treatment in line with applicable Colombian regulation. The consent form shall expressly authorize subsequent contact with participants for the Project's capacity-building and follow-up activities.

2

1.1

Review of public information

Review and systematize public information and available registries on the presence, coverage and performance of financial institutions in the Department of Cesar.

2–3

1.2

Stakeholder identification and classification

Identify and classify ecosystem actors: financial supply (commercial banks, microfinance institutions, cooperatives, second-tier and development banks), territorial public sector, trade associations, producer organizations, international cooperation and investors.

2–4

1.3

Interviews with development banks and trade associations

Supportinterviews with Finagro, Bancóldex, Banco Agrario de Colombia and the FNG, as well as with Asobancaria and Asomicrofinanzas, on available supply, territorial presence and willingness to engage with the Project.

3–6

1.4

Characterization of LFIs present in Cesar

Characterize each candidate institution by type of entity, territorial coverage, portfolio in the priority value chains, portfolio held by women and young people, level of adoption of methodologies for integrating ESCN criteria into risk management and decision-making, and the existence of an ESMS or equivalent methodology.

3–6

1.5

Governance, relationships and synergies

 Compile and organize information on the governance arrangements and institutional relationships of the ecosystem: including existing coordination platforms, resource flows, second-tier relationships with local institutions, and synergies and duplications relevant to the mobilization of sustainable finance.

4–7

1.6

Selection criteria and application to the long list

Support with technical inputs  and apply LFI selection criteria, including diversity of institution type, portfolio in priority chains, portfolio held by women and young people, and challenges in adopting ESCN criteria, defined or approved by the Project to the long list of candidate institutions and prepare a preliminary comparison matrix documenting the evidence for each criterion. Final ranking and selection will remain the responsibility of GGGI and the Project team

5–6

1.7

Consolidation of the stakeholder map

Consolidate the stakeholder map into an analytical document accompanied by a structured database and a graphical representation of institutional relationships.

6–7

1.8

Baseline of the institutional segment

Monitoring the baseline instruments designed by the Project to assess knowledge of sustainable finance and Ecosystem-based Adaptation among financial ecosystem actors  (local financial institutions, cooperatives, trade associations and territorial public entities) integrating administration into the interviews of activities 1.3 and 1.4. Results are reported disaggregated by sex and by institution type.

3–7

2.1

Definition of study criteria and scope

Agree with the Project on the study criteria: value chains and municipalities covered, target population typology, time horizon of information and required level of disaggregation.

7

2.2

Inventory of financial supply

Inventory the financing instruments available and potentially applicable to EbA measures: rediscount lines, guarantees, existing green or sustainability lines, rural microcredit, cooperation resources and other mechanisms, with their eligibility conditions, amounts, tenors, rates, collateral requirements and territorial coverage.

7–10

2.3

Supply-side interviews with development banks

Compile  in depth with development banks the access conditions, available ceilings, risk appetite, onboarding requirements and prior placement experience in the department.

8–10

2.4

Interviews with the five selected LFIs

Support the interviews of the selected institutions on portfolios, credit lines, guarantees, accompaniment programs and credit policies and processes, with emphasis on their capacity to originate transactions linked to adaptation measures.

9–12

2.5

Socioeconomic characterization of the target population

Collect data to characterize the target population in the priority chains (MSMEs, producer organizations and individual producers) in terms of economic activity, scale, formality, assets, land tenure and income structure, disaggregated by sex.

9–14

2.6

Demand-side assessment: appetite, access and use

Collect data on appetite for the financial supply, effective access to and use of financial products, financing needs associated with adaptation measures and repayment capacity, as well as the financial and non-financial barriers limiting access to credit.

9–14

2.7

Baseline of the demand-side segment

Monitoring the Project's baseline instruments to the demand-side segment: MSMEs, producer organizations and individual producers — integrated into the field operation of activities 2.5 and 2.6, completing the measurement begun under activity 1.8 with the financial ecosystem actors. This includes the shared-risk module foreseen under activity 0.4.

9–14

2.8

Quality control and database consolidation

Review and perform quality control on data collected through Project-supported data-collection activities, including consistency checks and, where feasible, re-contact of an agreed share of respondents. Clean and consolidate the anonymized databases with their data dictionary and processing syntax. This activity does not imply supervision or management of an external field team by the consultant. As an additional output, deliver the registry of actors eligible for the capacity-building activities of output 1322 (local financial institutions, cooperatives and MSMEs), segmented by type of actor, value chain, municipality and sex, with a minimum of sixty candidates.

13–15

2.9

Supply–demand gap analysis

Generate technical inputs to analyze the gap between available supply and characterized demand, identifying product, territorial coverage and condition gaps, and identifying  technical observations by institution type. Calculate the initial values of the baseline indicators with their disaggregation.

14–16

2.10

Inputs for the guarantee mechanism

Compile and analyze technical and market inputs to inform the Project’s subsequent assessment and development of potential risk-sharing and credit guarantee mechanisms. The analysis will cover available information on the typology and indicative size of potential financing transactions, target population characteristics and financing needs, repayment capacity, existing collateral practices and alternatives, estimated demand and transaction volumes, and key barriers to accessing finance. The analysis will apply a gender-responsive lens to identify relevant gender gaps and differentiated barriers to financial access. The consultant will provide evidence-based findings and recommendations under Project supervision; the scope does not include the design, financial structuring, approval, or implementation of any guarantee mechanism.

14–16

3.1

Characterization of the priority value chains

Collect data to characterize the six value chains prioritized by the Project livestock, oil palm, nature tourism, non-timber forest products with emphasis on corozo, coffee and cocoa, in terms of productive structure, actors and links, degree of formalization and aggregation, commercial dynamics, and concrete relationship with Ecosystem-based Adaptation measures. The characterization shall bring out the differences between chains rather than treat them as a homogeneous set.

12–14

3.2

Long list of investment opportunities

Compile a long list of investment opportunities linked to EbA, nature-based solutions, climate-resilient production systems, bio-businesses, restoration and sustainable land use, drawing on territorial plans, databases, Project information and stakeholder consultations.

13–16

3.3

Anchor companies and strategic actors

Identify , compile and organize available information on potential anchor companies, buyers, processors, aggregators, cooperatives and other actors with the capacity to mobilize or catalyze investment, specifying the concrete role each could play: off-take agreements, aggregation, logistics, processing, technology transfer or commercialization.

15–19

3.4

 Compilation of information on shared-risk considerations

 Compile and organize information on shared-risk opportunities within the trade associations of the priority chains: aggregation capacity, common exposure to climate and market risks, and potential mechanisms for risk mitigation, risk pooling, collective guarantees, parametric insurance or comparable schemes. Building on this diagnosis, prepare the shared-risk training needs note specifying which mechanisms are relevant per value chain, at what level of depth and in what language, as a direct input to the training program foreseen under output 1322.

16–20

3.5

 Application of preliminary investment-readiness criteria

  Apply Project-defined criteria to the available information on each potential opportunity and document the preliminary results in a comparison matrix. Record evident technical, financial, institutional, and information gaps for GGGI review. The Project team will determine the investment-readiness classification and any actions to advance an opportunity.

17–20

3.6

 Preliminary profiles of potential investment opportunities

  Compile standardized preliminary profiles of potential investment opportunities for GGGI review and assessment. Profiles will present available information on the initiative, location, value chain, adaptation rationale, potential sponsor or anchor company, target beneficiaries, indicative financing needs, and identified information gaps. The consultant may apply prioritization criteria defined by the Project to prepare a preliminary comparison matrix. Final prioritization, investment-readiness classification, selection, and engagement with potential financing partners will remain the responsibility of GGGI and the Project team.

18–21

4.1

Validation workshops

 Support the preparation, facilitation, and documentation of territorial workshops for key findings review and validatation of  financial institutions, trade associations, producer organizations, public entities, and cooperation partners. Consolidate stakeholder feedback, document key agreements and recommendations, and incorporate relevant technical adjustments into the corresponding analytical outputs, under Project guidance and subject to GGGI review and approval.

20–23

4.2

Integrated diagnostic report

 Prepare adraft consolidated report presenting the

the stakeholder mapping, market information, baseline findings, and preliminary portfolio of investment opportunities into a coherent analytical narrative. The report will organize the findings,  document observed linkages, gaps, barriers,  and present preliminary technical considerations for GGGI review and validation.

21–24

4.3

Delivery of databases and methodological documentation

Deliver the anonymized databases in open format, with data dictionary, processing syntax, source matrix and a statement of assumptions and limitations.

23–24

4.4

Endline measurement protocol

 Prepare a standardized protocol for replicating the baseline measurement at Project closure, documenting the assessment items, stakeholder segmentation, data collection procedures, and calculation methods applied. The protocol will provide clear technical guidance to support consistent application and comparability of baseline and endline results, subject to GGGI review and validation.

23–24

4.5

Closing presentation

Present the consolidated results to the Project team and to the stakeholders the Project designates.

24

D1

Work plan, conceptual framework and instruments

Week 2 after contract start date

10%

D2

Financial ecosystem stakeholder map

Week 7 after contract start date

20%

D3

Report with technical inputs to the supply-side and demand-side market study

Week 16 after contract start date

25%

D4

Preliminary information on potential investment opportunities and shared risk

Week 21 after contract start date

25%

D5

Consolidation, validation and closure report

Week 24 after contract start date

20%