OZA: Climate Strategy Consultancy

Oxfam South Africa (OZA)
Opportunity closing date: 
Friday, 11 March, 2022
Opportunity type: 
Call for proposals

Terms of Reference
Consultancy Assignment
Advocacy Specialists to formulate a Feminist Climate Justice programme strategy for Oxfam South Africa
“A decade for system change not climate change”

1. Introduction: From Governance of Natural Resources to feminist climate justice in South Africa

Whilst climate change will have the most profound impact on women, youth and indigenous populations, these key populations are the least recognised and represented in platforms aimed at addressing the scourge of climate change. Climate justice activism among women and youth will ensure a just transition to energy security in South Africa and a reduction in greenhouse gas emissions that are responsible for climate change and its devastating effects. Inclusive grassroots driven transition will ensure that communities and households where poverty, inequality and unemployment abound realise some positive spinoffs from this total restructure of the Post Covid 19 economy. This can only be achieved if the rights to Free Prior and Informed Consent are respected for these generally marginalised groupings. As Oxfam South Africa, we have seen this in our east while mining and extractives programme where communities armed with capacity, knowledge and skills pushed back against encroachment on their customary land by mining companies and elites without their consent.
The climate justice programme of OZA is built on the foundation of its largely successful and recognized foundation of its predecessor, the Extractives Programme and other initiatives. At its peak, OZA worked with others to restore dignity amongst 7 families whose homes were ruthlessly pulled apart by IKwezi Mining near Newcastle, placed Free Prior and Informed Consent firmly in the national discourse and ensured that the voices of ordinary community members reverberated in every townhall, meeting room or platform where land rights, indigenous people’s rights and mining and extractives policy were discussed. Judgement in the matter [Duduzile Baleni and Others v Minister- Department of Mineral Resources and Others [ Case no 73768/2016]]; the “Xolobeni Judgement” in November, 2018, ruled that the granting of mining licences without the full and informed consent of affected communities was wrong. Previously, the ConCourt held a similar view in the Lesethleng Community Village, North West Province matter [Maledu and Others v Itereleng Bakgatla Mineral Resources (Pty) Limited and Another [2018] ZACC 41] ruling that “the existence of a mineral right does not itself extinguish the rights of the landowner or any other occupier of the land in question”. There was also a challenge of the process of Mining Charter III by the Minerals Council of South Africa where MACUA/WAMUA/MEJCON were admitted as friends of the Court which had the effect of referring the draft Charter for further consultation.

Furthermore, OZA’s climate justice work extends beyond SA through the inclusion of work done with the UN Habitat urban resilience collaboration on climate crisis infrastructure development, climate community-based mitigation and ecosystem coastal protection in the Comoros and Madagascar.

OZA’s Global Impact programme focuses on climate finance issues in South Africa through engaging with IFIs in South Africa on how they South Africa’s Just Transition. OZA takes leadership on the role of development finance institutions, working with CSO networks such as Fair Finance SA and the SA/Africa CSO NDB Working Group to ensure that DFIs invest in a socially and environmentally responsible manner to preserve the environment, safeguard human rights and reduce poverty and inequality (including gender inequality).

In the intervening period, OZA engaged in an extensive programme to raise awareness on this impending climate disaster among frontline communities in coal mining as well as communities with coal fired power stations. In Comoros and Madagacar, OZA has worked on climate adaptation and building resilience. Together with these communities, we imagined a future without coal in the national energy mix, such as the impact on livelihoods, service delivery, employment, food security, gender-based violence, water e.t.c Preliminary engagements showed that communities were in the dark about the impending climate disaster and the state level commitments in the form of Nationally Determined Contributions (NDCs) and implications thereof. In discussions on an alternative energy and livelihoods future with the communities and how we can work together towards this future, it became clear that there were numerous gaps to deliver lasting impacts on amongst others the following.

a) Just Energy Transition, communities and service delivery in South Africa
b) Free Prior and Informed Consent
c) Diversity and Inclusion- women, youth, disabled, LGBTQI and other minority rights
d) Building resilience and local level climate adaptation plans (working with national, local governments and community groups)
e) Climate Finance / Green Climate Funds- to address barriers to access for communities, rethink projects criteria, capacity building of grassroots initiatives to produce fundable project concepts
f) community participation/ voice in climate policy engagements at local, national, regional and global platforms.

This Request for Expression of Interest and Terms of Reference invites service providers with the requisite capacity and sills to respond to help Oxfam South Africa elaborate this strategy that will guide the implementation of an impactful programme in 2022-2025 working with others.

2. Oxfam South Africa (OZA)

Oxfam South Africa is an independent organisation whose mandate begins but extends beyond South Africa. Oxfam has been engaged with social justice in South for more than 50 years, a legacy OZA consolidates and deepens. OZA has developed an ambitious Strategic Plan aimed at advancing social justice in South Africa and beyond, with a focus on addressing the systemic roots of poverty and inequality. 
Oxfam International is a confederation of independent non-governmental organizations that first came together in 1995 to share knowledge and resources and combine their efforts in the fight against poverty and injustice. As of 31 March 2020, Oxfam included 20 affiliates, including Oxfam South Africa. who work together under a Global Strategic Plan, resulting in a shared agenda that sets the context within which each organization develops its own unique focus and specific areas of work.

To be more globally balanced and grow stronger roots and deeper representation in the South, Oxfam International shifted its headquarters from Oxford, UK, to Nairobi, Kenya.
Our vision is a just and sustainable world. The Oxfam confederation works with local communities, activists, social movements and civil society organizations in almost 71 countries, and with 19.5 million people – over 50% of whom are women and girls to ensure that: people and the planet are at the centre of the economy; women and girls live free from violence and discrimination; individuals can influence decisions affecting their lives; the climate crisis is contained; and governance systems are inclusive and allow for those in power to be held accountable.

3. OZAs Climate Justice work

Oxfam South Africa (OZA) does not have a concise programme strategy for its climate justice work.  It however continues to implement work in South Africa under projects such as African Activists for Climate Justice project, Fair Finance Saving Lives and Building Resilience Women Economic Empowerment and Democracy and Governance. Beyond SA, OZA also has projects related to climate crisis infrastructure development, climate community-based mitigation and ecosystem coastal protection in the Comoros and Madagascar. There are still other initiatives in the pipeline.

OZA is desirous of not only building a strong and impactful climate justice programme, but also ensuring that the climate justice theme is central in the articulation and elaboration of OZAs interventions in all Four impact areas in our OZA 2030 Strategy Framework. Under the banner of - Self organized people actively creating a just, democratic and sustainable world, the OZA impact areas listed below must be integrated with the climate justice strategy.

1. Womxn Justice and Power- where we contribute to the creation of a just society in which womnx girls and gender non-conforming people have agency and autonomy over their lives
2. Just economies- where we support the transition to a just economy that is redistributive and inclusive. It promotes equality protects the planet and contributes to the fight to end poverty
3. Climate Justice- where we amplify marginalized voices in the response to the climate crisis in a way that reduces their fragility and the risk of conflict and disaster
4. Just and accountable governance -where we pursue a just equitable and deeply democratic society. This depends on people having an enabling social economic and political environment in which they empower themselves to build ground-up alternatives.

This strategy process will assist OZA to assess its overall impact under Climate Justice and how best OZA build a future Climate Justice programme, based on current strengths, achievements and through investigating new areas for potential development. The analysis will assist OZA in the design of OZA’s Climate Justice programme, both as a standalone programme and as an important theme integrated across OZA’s other 3 programmes (or impact areas).

4. Justification of the Consultancy Assignment

South Africa is home to 75% of the largest African companies, yet it ranks among the world’s highest for poverty, inequality and unemployment: in 2019, youth unemployment was a staggering 55.2 percent. In the last two decades South Africa has established policies that advance human rights and gender, but most people are not benefitting. South Africa is one of the world’s biggest coal producers, and a leading producer of a wide range of metals. South Africa is in the top 20 emitters of CO2, with a domestic economy reliant on coal resources and liquid fuels. The country has been badly affected by COVID-19, with government restrictions negatively impacting women and exacerbating inequities.  There are evident increasing and intersecting vulnerabilities requiring immediate action. Climate variability is impacting water quality and availability. South Africa has faced a serious drought since 2015, with impacts on food and water security. South Africa is also prone to extreme weather events such as flash floods which have left many dead homeless and destitute. The government has introduced programmes on climate-smart conservation practices in agriculture, but they hardly benefit poor communities, particularly women, youth and indigenous people. This is not surprising because policies including those on climate change are often designed top down. They do not recognize traditional knowledge of indigenous people and women who play a crucial role in the conservation of biodiversity. Women, indigenous people and the youth do not participate in decisions over land and natural resources leading to alienation and involuntary expropriation. Violence against human rights defenders is on the increase. The youth are suffering from mental health impacts caused by a feeling of intergenerational environmental injustice. Local communities experience serious environmental, health and social impacts from mining projects while receiving limited to no benefits. Dispossession of land and natural resources is a major human rights problem, especially indigenous communities.

The strategy seeks to build on the Oxfam global strategy as well as the outcomes of the studies and consultations done since the inception of the projects related to climate justice in the South Africa context by OZA’s predecessors’ partners and allies. The strategy will be developed in dialogue with relevant stakeholders in the natural resource governance; accountable governance; women and power and just economy. The effectiveness of the strategy and campaign will depend partly, upon a sophisticated reading of the political, economic, and social environment in which the campaign seeks to act, plus an analysis of how change can be made to happen and the key individuals who will make the decisions, and how they can be influenced.   

5. Overall Goal of the Assignment  

The overall objective of this consultancy is to assist Oxfam South Africa draft and input into OZA’s Climate Justice Programme Strategy. The strategy will elaborate OZAs approach to rolling out an effective and efficient advocacy campaign engaging communities, policy makers, DFIs, corporations in discussions with youth climate feminists leading a climate justice movement that delivers impact in South Africa and beyond on just energy transition and community led climate adaptation and mitigation actions.   

6. Objectives  

Specifically, the assignment seeks to formulate a strategy that will ensure that the voices of feminist organizations, youth and indigenous peoples are amplified in all climate negotiations and lead the transition towards low-carbon developments, greener and fairer economic solutions.

The consultant will:

​1. Make a proper power analysis of the political, legal and financial aspects of climate policy development and practice in South Africa, with a particular focus on the communities affected by mega coal mining and thermal power station projects, while advancing the principle of Free, Prior and Informed Consent.
2. Draw a concise mapping of key players, decision makers, as well as civil society advocacy and campaigns initiatives in the climate justice space
3. Prepare a contextual analysis that will help us identify an advocacy campaign in the following way: 

a.     Assessment of key issues in Climate Justice in South Africa and SAF sub region
b.     Define clear policy change objectives
c.      What needs to change to achieve these objectives?
d.     What are obstacles to change?
e.     What are (political) opportunities for change?
f.      Defining targets (who has the power to make change happen)
g.     Defining tools to influence the targets 
h.     Elaborate a clear advocacy campaign strategy including communication and action strategies 
i.      To ensure cohesion and re-enforcement between the advocacy, civic education and movement building strategies
j.       Suggest create ways in which the climate justice strategy can link and create lasting impacts in the other Three impact areas of OZA stated in 3 above
k.     A fit for purpose monitoring evaluation and learning framework for the strategy with baseline indicators and values 

4. Considering that OZA is an organisation that is committed to feminist principles and feminist methods of analysis outline how the gendered discrimination, impacts and formulations of climate negotiations affect marginal communities and how this should then form the centre of the understanding and analysis of the programme.  

7. Methodology  

The consultant will work in close collaboration with the project team of Oxfam South Africa. It is intended that the consultant supports the OZA’s Climate Justice Lead to achieve the above mentioned objective rather than achieving the results him/herself/themselves. Besides OZA internal and the other stakeholders from the Climate Justice, Natural Resource Governance, Womnx, Justice and Power, Just Economy and Just and Accountable Governance will be involved in the process. 

1) Desk review and consultations: To study the outcomes of the various research activities realised in related projects and other relevant material by partners on climate policies and interventions. 
2) Hold a national campaign strategy development/planning meeting on climate justice: This is to be done jointly with Oxfam and internal/external stakeholders from Climate Justice, Natural Resource Governance, Womnx, Justice and Power, Just Economy and Just and Accountable Governance pillars with a particular focus on the advocacy campaign strategy and action plan, using power mapping and theory of change methodologies. 
3) Both 1 and 2: Individual/team assistance: Interview key people in the stakeholder/power mapping analysis to ensure the advocacy campaign achieves its objectives.  

8. Outputs

 A Strategy document including objectives, strategies, targets, tools and time path. This should be a realistic plan, meaning it should be clear (to what extent) there is capacity to implement the plan (who will be responsible for what (task)). Those eventually responsible for practical implementation should feel ownership of the strategy (as more or less stated above). 
Distinct elements of the strategy that include the following;

1. Power analysis of the political, legal and financial aspects of the governance framework for extractive industries in South Africa, with a particular focus on the communities affected by mega coal mining and thermal power station projects as well as ecologically unsustainable oceans, forestry and agricultural projects, including their understanding of their rights to Free, Prior and Informed Consent.
2. Mapping of key players, decision makers as well as civil society advocacy and campaigns initiatives in the climate justice space;
3. A contextual analysis section that will help OZA identify advocacy campaigns; 
4. Record of consultations that demonstrate strategic targeting and reasonable coverage of the players in the sector;
5. Oxfam South Africa, internal and external strategic programme development meeting and report; and
6. Climate Justice Programme Strategy 2022-2025 for Oxfam South Africa that positions OZAs work as a feminist organisation that pays special attention to the role of patriarchy, the struggles of women and participation of women in climate negotiations.  
9. Time frame 

The consultancy assignment is expected to be completed by 31st May 2022  

10. Criteria for Programme Development Experts

Oxfam South Africa is looking for an individual who wish work with the Climate Justice Lead of Oxfam South Africa in consultation with national partners allies and critical stakeholders in the elaboration of the Climate Justice Programme Strategy 2022-2025. The consultant will also assist OZA conduct regional consultations, conduct desktop and contextual analysis of issues, actors and work in the thematic area, facilitate a strategy development workshop of Oxfam and partners and maintain quality control and integrity of process for the duration of this exercise.
Applicants should demonstrate at least ten years of experience in not-for-profit programme development, policy change campaigns and appropriate tertiary level qualifications. A cover letter and resume should note work in programme development, strategy and campaigns, monitoring and evaluation. Previous experience with regard to Climate Justice, Natural Resource Governance, Womnx, Justice and Power, Just Economy and Just and Accountable Governance and participation, constitutional or economic, social and cultural rights education are advantageous. Ability to write and communicate in more than one official South African language is also an advantage.

Successful applicants will not be required full time but must be willing to travel around South Africa and at least one (1) other country in Southern Africa region and also commit to a Five (5) strategic planning workshop towards the end of this consultancy.

11. Submission of proposals  

Interested candidates should submit their technical and financial proposals addressed to the Climate Justice Lead, Oxfam South Africa, [email protected] and copy [email protected]
The technical proposal should include the proposed methodology, proposed work plan, the qualifications of the consultant and referees for previous similar work done in the past.   
The financial proposal should highlight the expected fee for the work.  

Deadline for submission of technical and financial proposal is 11 March 2022. 

For more about Oxfam South Africa, refer to www.oxfam.org.za

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