DAI: Development of regional cross-border trade toolkit and presentation in two virtual learning events

USAID Southern Africa Trade and Investment Hub (USAID TradeHub)
Please note: this opportunity closing date has passed and may not be available any more.
Opportunity closing date: 
Saturday, 31 October, 2020
Opportunity type: 
Call for proposals

Position of Required Short Term Technical Assistance (STTA): Development of regional cross-border trade toolkit and presentation in two virtual learning events
Base of Operation:                            Pretoria, South Africa
Level of Effort (LOE):                       40 days
Period of performance:                    November 11, 2020 – March 31, 2021

Scope of Work

1. Overview

The USAID Southern Africa Trade and Investment Hub (USAID TradeHub) engages with partners across the region to increase sustainable economic growth, global export competitiveness, and trade in targeted Southern African countries. It supports these objectives by (a) increasing exports from Southern African countries to South Africa, (b) increasing exports from targeted Southern African countries to the United States (under the African Growth and Opportunity Act [AGOA]), (c) boosting capital and technology flows from South Africa to other Southern African countries, and (d) providing targeted trade facilitation support to Zambia. The USAID TradeHub works with market actors to identify and resolve enterprise constraints and to implement sustainable solutions through market-based trade and investment facilitation services. The USAID TradeHub’s programming closely reflects the U.S. Government’s partnership with Southern African private enterprises, U.S. government agencies, Southern African Development Community (SADC) member states, local and regional trade associations, and other development partners. The USAID TradeHub partners with the USAID Bilateral Missions through the Regional Mission in the successful delivery of its objectives.

2. Purpose of the assignment

The consultant will be required to perform the following detailed tasks:

A. Conduct virtual stakeholder consultations and desktop research on regulations for exporters from seven USAID TradeHub priority countries and import requirements for South Africa across 26 USAID TradeHub priority products in the agriculture, food, textiles and apparel sector.

B. Develop a regional cross-border trade toolkit for use by regional export firms, South African importers, trade and investment promotion agencies, business membership organizations and other actors in the regional trade eco-system that is concise, user-friendly and which includes the references to pertinent resources including:

  • A step-by-step guide or export manual including product specific requirements, key resources such as where export/import-related permits are obtained (directory), permit requirements, documents and certifications required, typical stumbling blocks (so that buyers and suppliers are forewarned and can plan accordingly), definitions of Incoterms, guidelines on the clearing process at South African ports of entry, guidelines on import value added tax (VAT) and other duties and job aids or tools for use by exporters and importers. The toolkit should be highly visual and suitable for download in environments with low connectivity.  
  • A minimum of four fact sheets or easy-reference guides on the most important key facts.
  • A list of frequently asked questions gathered in the process of doing the work and running the learning events, with answers.
  • Two PowerPoint presentations summarizing key content from the toolkit.

C. Conduct two virtual learning events to disseminate the content from the toolkit with the target audience. The sessions will be recorded for inclusion on the regional cross-border trade toolkit

  • Work with a USAID TradeHub appointed videographer to translate the key content from the guide into video format.
  • Outline recommendations for capacity building of Trade Promotion Service Providers (TPSPs), Trade Investment Promotion Agencies (TIPAs) and Business Membership Organizations (BMOs) from the seven USAID TradeHub focus countries.
  • Given travel restrictions due to the COVID19 pandemic, there will be no travel and consultant will be required to carry out the assignment virtually for the duration of the LOE allocated.

D. Required qualifications and experience

  1. MBA or Master’s degree in economics, public policy, international trade, trade law/policy, political economy, or related area, with international experience preferred;
  2. Previous experience in developing training manuals and toolkits for government agencies and small and medium business;
  3. Minimum 10 years of experience working in economic growth programming with a focus on trade and investment, trade facilitation, agribusiness, or related field in Southern Africa;
  4. Practical experience and familiarity with regional import and export requirements and how to navigate the needed processes and procedures;
  5. Demonstrated experience working with a range of clients and counterparts, including donor agencies, private sector partners, and multilateral organizations, to implement trade facilitation-focused activities and procedures;
  6. Previous experience working on international development projects with a preference for running or starting up USAID projects in the field;
  7. Ability to organize, present, and disseminate information, and to draft clear and concise documents with minimal supervision;
  8. Demonstrated experience to anticipate challenges and resolve conflicts amongst stakeholders;
  9. LOE Allocation

The consultant will be required to carry out the assignment virtually for the duration of the LOE allocated.

LOE Allocation LOE (Days)
  1. Conduct stakeholder consultations to gather needed content from USAID TradeHub resources and key stakeholders in the region
  1. Gather information on export regulations and procedures to South Africa from the seven USAID TradeHub focus countries
  1. Developing a regional cross-border trade manual including four fact sheets summarizing key SA customs laws, SADC import requirements, definitions of INCOTERMS and the implications for exporters and importers
  1. Produce a minimum of four selected priority sector fact sheets outlining key export requirements from the region and import requirements into South Africa
  1. A list of frequently asked questions with answers for inclusion in the toolkit
  1. Support at least two webinar events with regional actors from the seven USAID TradeHub focus countries to disseminate the content of the toolkit
  1. Work with an appointed videographer to translate the content of the toolkit into a series of factual videos for use by actors in the region
  1. Prepare a final report summarizing the work completed and any recommendations
Total 40

E. Deliverables

  1. Inception report outlining the approach to the assignment including a detailed Gantt chart
  2. A regional cross-border trade step-by-step guide/ manual including summaries of key South African customs laws, SADC import requirements, regional export requirements, definitions of INCOTERMS, an overview of the processes, and the implications for exporters and importers
  3. Four priority sector fact sheets on South African market entry requirements and all seven priority countries export requirements
  4. A list of frequently asked questions and answers that will form part of the cross-border trade toolkit
  5. Two presentations for use in the virtual learning events/ webinars and permission to record the webinars for inclusion in the cross-border trade toolkit
  6. A final report summarizing the work carried out, recommendations and with all the deliverables attached

F. Reporting

This activity will be managed by the Portfolio Manager (South Africa), working closely with the Program Assistant and the consultant reporting to the Portfolio Manager.

G. Submission of Application

All Applications should be sent to: SATIH_Recruitment@dai.comThe closing date for the applications is October 31, 2020. Only shortlisted candidates will be contacted.

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