Update of the Caribbean Sustainable Tourism Policy Framework- Caribbean Tourism Organisation

27 Sep 2017







The Caribbean Tourism Organisation (CTO), has received financing from the Caribbean Development Bank (CDB), through the African Caribbean Pacific European Union Caribbean Development Bank, Natural Disaster Risk Management (ACP-EU-CDB NDRM) in CARIFORUM Countries Programme, towards implementing the Supporting a Climate Smart and Sustainable Caribbean Tourism Industry (CSSCTI) Project. The CTO intends to apply a portion of the proceeds of this financing to eligible payments under a contract for which this invitation is issued. Payments by CDB will be made only at the request of CTO and upon approval by CDB, and will be subject in all respects to the terms and conditions of the Financing Agreement. The Financing Agreement prohibits withdrawal from the financing account for the purpose of any payment to persons or entities, or for any import of goods, if such payment or import, to the knowledge of CDB, is prohibited by a decision of the United Nations Security Council taken under Chapter VII of the Charter of the United Nations. No party other than CTO shall derive any rights from the Financing Agreement or have any claim to the proceeds of the Financing.

The CTO, the Executing Agency now wishes to procure consultancy services for implementation of the component related to the updating of the Caribbean Sustainable Tourism Policy Framework. The objective of the consultancy is to provide tools to contribute to mainstreaming climate change adaptation and disaster risk management strategies in public and private sector tourism development, policy formulation, planning and business operations. The duration of the assignment is expected to be for a period of 37 days over 4 months and is expected to commence from November 1, 2017.

The CTO now invites interested eligible individual consultants to submit Expressions of Interest indicating qualifications and experience as required to provide these consultancy services, in response to TORs and desired professional fees.

Consultants shall be eligible to participate if:

(a) the persons are citizens or bona fide residents of an eligible country, as outlined in Appendix 1 below; and

(b) in all cases, the consultant has no arrangement and undertakes not to make any arrangements, whereby any substantial part of the net profits or other tangible benefits of the contract will accrue or be paid to a person not a citizen or bona fide resident of an eligible country.

The attention of interested Consultants is drawn to paragraph 1.9 of CDB’s Guidelines for the Selection and Engagement of Consultants (2011), setting forth CDB’s policy on conflict of interest.

The consultants will be required to demonstrate qualifications and experience in areas including, among others, recognised credentials (Master’s degree or higher) from an accredited academic institution in sustainable tourism/tourism planning/tourism development, sustainable development, natural resource management or climate related disciplines, and proven experience (at least ten years) in conducting work and studies in sustainable tourism, sustainable development, the environment, climate and related fields. Knowledge and work experience in the tourism sector in the Caribbean would be an asset. Good communication skills in English (oral and written) will be required, as well as ability to present information in a clear, precise and well-articulated manner.

The Terms of Reference for the consultancy is below as Appendix 2 to this document.

Three hard copies of the Expressions of Interest must be received at the first address below no later than 11:59PM Atlantic Standard Time (AST), on Thursday, October 5, 2017, and one hard copy must be sent simultaneously to CDB at second address below. The sealed envelope containing each submission should include the name and address of the applicant and shall be clearly marked “EXPRESSION OF INTEREST – CONSULTANCY SERVICES FOR THE UPDATE OF THE CARIBBEAN SUSTAINABLE TOURISM POLICY FRAMEWORK”.

In the assessment of submissions, consideration will be given to technical competence, qualifications and experience, local and regional experience on similar assignments. All information must be submitted in English.

Following the assessment of submissions, the most technically capable and appropriately experienced applicant will be invited to negotiate a contract to provide the consultancy services. CTO reserves the right to accept or reject late applications or to cancel the present invitation partially or in its entirety. It will not be bound to assign any reason for not engaging the services of any applicant and will not defray any costs incurred by any applicant in the preparation and submission of Expressions of Interest.

Further information may be obtained from Amanda Charles: acharles@caribtourism.com, and at the addresses below between 9:00 am and 5:00 pm AST Monday to Friday.

Address for submission of Expressions of Interest

Attn: Ms. Amanda Charles
Caribbean Tourism Organisation
7th Floor, Baobab Tower
Warrens, St. Michael
Email: acharles@caribtourism.com
Tel: + (246) 427-5242 Ext 2247

Attn: Procurement Officer
Procurement Policy Unit
Caribbean Development Bank
P.O. Box 408, Wildey
St. Michael
Tel: + (246) 431-1600
Fax: + (246) 426-7269
Email: procurement@caribank.org




1. Participation in procedures for the award of procurement contracts financed under the EU Contribution Agreement for the Implementation for the Action entitled: “Africa Caribbean Pacific – European – Caribbean Development Bank (ACP-EU-CDB) Natural Disaster Risk Management in CARIFORUM Countries” (ACP – EU NDRM Resources)”, is open to international organisations and all natural persons who are nationals of, or legal persons who are established in, an eligible country.

2. Eligible countries1are deemed to be:

(a) Caribbean Development Bank member countries:

Anguilla, Antigua and Barbuda, Barbados, Belize, Brazil, British Virgin Islands, Canada, Cayman Islands, China, Columbia, Dominica, Germany, Grenada, Guyana, Haiti, Jamaica, Italy, Mexico, Montserrat, St Kitts and Nevis, Saint Lucia, St Vincent and the Grenadines, Suriname, The Bahamas, Trinidad and Tobago, Turks and Caicos Islands, the United Kingdom and Venezuela.

(b) Members of the “African, Caribbean and Pacific (ACP) Group of States”2:


South Africa3, Angola, Benin, Botswana, Burkina Faso, Burundi, Central African Republic, Cameroon, Cape Verde, Chad, Comoros Islands, Congo, Côte d’Ivoire, Democratic Republic of the Congo, Djibouti, Eritrea, Ethiopia, Gabon, Gambia, Ghana, Guinea, Guinea-Bissau, Equatorial Guinea, Kenya, Lesotho, Liberia, Madagascar, Malawi, Mali, Mauritius, Mauritania, Mozambique, Namibia, Niger, Nigeria, Uganda, Rwanda, Sao Tome and Principe, Senegal, Seychelles, Sierra Leone, Somalia, Sudan, Swaziland, Tanzania, Togo, Zambia and Zimbabwe.


Antigua and Barbuda, Bahamas, Barbados, Belize, Dominica, Dominican Republic, Grenada, Guyana, Haiti, Jamaica, Saint Kitts and Nevis, Saint Lucia, Saint Vincent and the Grenadines, Suriname, Trinidad and Tobago.


Cook Islands, East Timor, Fiji, Kiribati, Marshall Islands, Micronesia, Nauru, Niue, Palau, Papua New Guinea, the Solomon Islands, Western Samoa, Tonga, Tuvalu, Vanuatu.

Overseas Countries and Territories:

Anguilla, Antarctic, Netherlands Antilles, Aruba, British Indian Ocean Territory, British Virgin Islands, Cayman Islands, Falkland Islands (Malvinas), French Polynesia, French Southern Territories, Greenland, Mayotte, Montserrat, New Caledonia, Pitcairn, Saint Helena, Saint Pierre and Miquelon, South Georgia and South Sandwich Islands, Turks and Caicos, Wallis and Futuna Islands.

(c) A Member State of the European Union:

Austria, Belgium, Bulgaria, Croatia, Czech republic, Cyprus, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, United Kingdom.

An official candidate country of the European Union:

The Former Yugoslav Republic of Macedonia, Turkey, Iceland, Montenegro.

A Member State of the European Economic Area: Iceland, Lichtenstein, Norway.

(d) All natural persons who are nationals of, or legal persons who are established in, a Least Developed Country as defined by the United Nations:

Afghanistan, Angola, Bangladesh, Benin, Bhutan, Burkina Faso, Burundi, Cambodia, Central African Republic, Chad, Comoros, Dem. Rep. Congo, Equatorial Guinea, Eritrea, Ethiopia, Guinea, Guinea-Bissau, Haiti, Kiribati, Lao PDR, Lesotho, Liberia, Madagascar, Malawi, Mali, Mauritania, Mozambique, Myanmar, Nepal, Niger, Rwanda, Sao Tome and Principe, Senegal, Sierra Leone, Djibouti, Solomon Islands, Somalia, South Sudan, Sudan, Tanzania, The Gambia, Timor-Leste, Togo, Tuvalu, Uganda, Vanuatu, Yemen, Rep. and Zambia.

(e) Participation in procedures for the award of procurement contracts or grants financed from the Facility shall be open to all natural persons who are nationals of, or legal persons established in, any country other than those referred to in paragraph 1, where reciprocal access to external assistance has been established. Reciprocal access in the Least Developed Countries as defined by the United Nations (UN) shall be automatically granted to the OECD/DAC members: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Japan, Korea, Luxembourg, Netherlands, New Zealand, Norway, Portugal, Spain, Sweden, Switzerland, United Kingdom, United States.

  1. Services under a contract financed from the Facility may be provided by experts of any nationality, without prejudice to the qualitative and financial requirements set out in the Bank’s procurement rules.
  2. Supplies and materials purchased under a contract financed from the Facility must originate in a State that is eligible under paragraph 1. In this context, the definition of the concept of ’originating products’ shall be assessed by reference to the Bank’s prevailing procurement guidelines/procedures, and supplies originating in the EU shall include supplies originating in the Overseas Countries and Territories.
  3. Whenever the Facility finances an operation implemented through an international organisation, participation in procedures for the award of procurement contracts or grants shall be open to all natural and legal persons who are eligible under paragraphs 1, care being taken to ensure equal treatment of all donors. The same rules apply for supplies and materials.
  4. Whenever the Facility finances an operation implemented as part of a regional initiative, participation in procedures for the award of procurement contracts or grants shall be open to all natural and legal persons who are eligible under paragraph 1, and to all natural and legal persons from a country participating in the relevant initiative. The same rules apply for supplies and materials.
  5. Whenever the Facility finances an operation co-financed with a third entity, participation in procedures for the award of procurement contracts or grants shall be open to all natural and legal persons eligible under paragraph 1, and to all persons eligible under the rules of the third entity. The same rules shall apply to supplies and materials.

Caveat: The Bank and EU eligibility requirements are subject to change by the Bank and the EU. The applicant is responsible for checking whether there have been any updates on the eligibility requirements, as well as the UN’s list of Least Developed Countries.

1 Note some countries may be eligible by virtue of more than one category

2 Cotonou Partnership Agreement of 23 June 2000 (as amended by the provisional application of Decision No 1/2000 of the ACP-EC Council of Ministers of 27 July 2000, Decision No 1/2000 of the ACP-EC customs cooperation committee of 18 October 2000, Decision No 1/2001 of the ACP-EC customs cooperation committee of 20 April 2001, Decision No 2/2001 of the ACP-EC customs cooperation committee of 20 April 2001, Decision No 3/2001 of the ACP-EC customs cooperation committee of 10 May 2001, Decision No 4/2001 of the ACP-EC customs cooperation committee of 27 June 2001, Decision No 5/2001 of the ACP-EC customs cooperation committee of 7 December 2001, Decision No 2/2002 of the ACP-EC customs cooperation committee of 28 October 2002, Decision No 1/2003 of the ACP-EC Council of Ministers of 16 may 2003, Council Decision (EC) of 19 December 2002, Decision No 1/2004 of the ACP-EC Council of Ministers of 6 may 2004, Decision No 2/2004 of the ACP – EC customs cooperation committee of 30 June 2004 and Decision No 4/2005 of the ACP-EC customs cooperation committee of 13 April 2005).

3 Natural and legal South African persons are eligible to participate in contracts financed by the 10th/11th EDF. However, the 10th/11th EDF does not finance contracts in South Africa.






1.01 For the Caribbean Region, tourism is an important activity which generates significant employment, foreign direct investment and foreign exchange. Additionally its multi-sectoral nature makes it highly effective as a tool for sustainable development and poverty reduction in developing countries. Tourism has an enormous contribution to the socio-economic development of the Caribbean region due to a direct positive economic impact on commodities (accommodation, transportation, entertainment and attractions) and industries (services for accommodation, food and beverage, retail trade, transportation, cultural, sport and recreational services) as well as significant indirect and induced impacts. For many countries in the region, tourism has become one of the most important industries, as persistent turbulence in other economic sectors has served to enhance the relative importance of tourism as an economic development strategy, making the industry increasingly crucial for the survival of local economies.

1.02 The Caribbean tourism product depends largely on the natural environment and despite the benefits of tourism in the Caribbean region, it is often challenging for countries to maintain an effective balance between tourism development needs and sustainability. In many countries the unique biodiversity and other natural and cultural assets which complement the tourism products, and provide countries with a competitive advantage are being degraded. Thus, while the benefits of tourism’s contribution into both private and public sector portfolios are significant, there is need for ongoing collaborative efforts that seek the long-term social, economic and environmental sustainability interests of the Region.

1.03 The viability and sustainability of the tourism industry and thus the social and economic development of the Caribbean region, is also threatened with other significant challenges, foremost of which are natural hazards and extreme weather events, which are becoming more frequent and severe, as a result of climate variability and climate change (CVC). CVC and its associated impacts are projected to be exacerbated in the coming years, threatening economic activity, agricultural productivity, coastal ecosystems and reefs, fisheries, industrial production, urban and rural development and community livelihoods and well-being. Specifically, beaches, mangrove stands, wetlands and other coastal lands could be lost to rising sea levels. The loss of coral reefs would lead to changes in fish stocks. Fresh water supplies may be reduced by long-term changes in rainfall patterns and evaporation. There is a risk of damage to buildings, roads, sewer and water systems, port facilities and other infrastructure due to sea level rise, higher storm surges, and more intense tropical storms. Flood damage from heavy rains may also occur, rising exponentially with the intensity of extreme weather events (Simpson, 2008). These changes in the regions’ resource base (natural ecosystems and infrastructure) will have economic impacts leading to reduced earnings from tourism and the loss of livelihoods.

1.04 CVC poses a serious threat to human and social life and attainment of the Caribbean’s 2030 sustainable development agenda. This is evident in that it has already impacted water resources availability, agricultural productivity and fisheries, which are inextricably bound with the tourism sector in the Region. It is important to note that tourism, agriculture, forestry, and the fisheries sectors contribute significantly to Small Island Developing States economies. Together with water resources, these sectors are most vulnerable to climate change, and are at greatest risk from the anticipated deleterious impacts of climate change and extreme weather events. The Caribbean Tourism Organisation (CTO) recognises that there is need for initiatives to manage the tourism industry’s response to CVC, and also mitigate the overall environmental footprint. It is clear however, that the tourism industry cannot address the challenge of climate change in isolation, but must do so within the context of the broader international sustainable development agenda, through implementing mitigation measures as well as adaptation strategies to lessen the effects and reduce risks associated with climate change and its impacts.

1.05 In the wider geo-political context, the United Nations (UN) General Assembly at its 70th session adopted a resolution that proclaimed 2017 as the “International Year of Sustainable Tourism for Development”. The adoption of this resolution signifies the importance attached by the UN, its organs and the international community of nations, to tourism as an instrument for sustainable development. The International Year seeks to raise awareness of the benefits and value of tourism in contributing to social and economic growth. The United Nations World Tourism Organisation has called on all tourism industry stakeholders to join their efforts to commemorate the year, by facilitating discourse and supporting initiatives to promote sustainable tourism. This is defined by the CTO, as “the optimal use of natural, cultural, social and financial resources for national development on an equitable and self-sustaining basis to provide a unique visitor experience and an improved quality of life through partnerships among government, the private sector and communities” (CTO Caribbean Sustainable Tourism Policy Framework, 2008).

1.06 The development of a Caribbean sustainable tourism industry entails a broad approach that focuses inter alia on the formulation of adequate policies incorporating climate change for the tourism sector, developing plans and strategies to reduce the vulnerability of key tourism sub-sectors and stakeholders to CVC, and implementing practical actions to increase the resiliency of the sector through institutional strengthening for mitigation and adaptation to CVC and its impacts. Against this background, the CTO with cooperation and technical assistance from the Caribbean Development Bank (CDB) will implement this project, in seeking to reduce the vulnerability and increase the resilience of CTO and CDB’s member borrowing countries, to the impacts of climate change, through a sector-specific approach, targeted to the tourism sector – the main driver and contributor to social and economic development and regional growth.

1.07 The focus of this Terms of Reference (TOR) is related to component one (1) of the project and seeks to support policy formulation and the promotion of best practices in disaster risk reduction (DRR) and climate change adaptation (CCA) in the Caribbean Tourism Industry. Activities will include revising and updating the Caribbean Sustainable Tourism Policy Framework (CSTPF), produced by the CTO in 2008, to include climate change considerations, and link the relevant sections to the UN Sustainable Development goals and targets. In the updating of the CSTPF, strong emphasis should be given to identifying policy obstacles and opportunities for best practices at the destination and business level, and practical examples in the region and globally should be identified which reinforce the policy/regulations at the Government level and correspondingly show implementation at the business level. The aim in this regard is to develop a document with information to support broader advocacy and policy – equipping the regional tourism sector with more an updated resource which provides policy recommendations and best practices.

1.08 A Caribbean Best Practices in Sustainable Tourism Manual will be also produced as part of this consultancy to showcase regional case studies and benchmarks on key sustainable tourism development topics, also highlighting achievements over the past ten years. Areas of policy and best practice which should be incorporated include: coral reef restoration, beach erosion, dune restoration, green architecture, renewable energy, waste management, water management, water harvesting, among others. Considering the high proportion of women working in the tourism industry, a central focus of the research will be to showcase the role and contribution of women to the sustainable development of tourism in the region.

1.09 Implementation of the project will be coordinated by the CTO in collaboration with the Caribbean Hotel and Tourism Association (CHTA). It is expected that outcomes of this consultancy will allow CTO and CHTA to draw upon the research to support advocacy efforts and industry positions on issues identified as sustainable tourism development priorities.


2.01 The CTO officially established in 1989, is an inter-governmental development agency specialising in tourism for the Caribbean region. Headquartered in Barbados and with offices in New York and London, the primary objective of the CTO is to provide to and through its members, the services and information necessary for the development of sustainable tourism for the economic and social benefit of the Caribbean people. The CTO’s membership reflects the diversity of the Region, with Government membership extending to over 30 Dutch, English, French and Spanish speaking countries and territories, as well as a myriad of private sector allied members in tourism related and ancillary sectors.

2.02 The scope and reach of the CTO covers various activities at the regional and international levels, to support and promote tourism in the Caribbean. The main areas of focus include: Sustainable Tourism Product Development; Regional Destination Marketing; Communication; Advocacy and Promotion; Human Resource Development; Research and Information Technology, all essential areas in which the CTO has implemented programmes since its inception. The concept of the Caribbean as One United Region is at the core of all CTO’s efforts, and a key criterion in this regard to ensure guarantee the holistic, integrated growth and enduring sustainability of tourism in the Caribbean.


3.01 The primary objective of this consultancy is to update the CSTPF to increase its relevance and use as a reference for sustainable tourism plans and policies for public, as well as private and community stakeholders in the context of increasing climate-related risks due to CVC.


4.01 The scope of services is understood to cover all activities necessary to accomplish the objective of the consultancy, whether or not a specific activity is cited in these Terms of Reference (TOR). In carrying out the assignment, the Consultant is required to employ a collaborative approach in ensuring that inputs are obtained from a wide cross section of Caribbean Tourism industry stakeholders from the public and private sectors. The consultant will therefore liaise as needed with the Ministries of Tourism and National Tourism Development Agencies, the National Hotel and Tourism Association as well as other public and private sector agencies, non-governmental organisations and community based-organisations of relevance to the tourism sector. A participatory and consultative approach is to be encouraged in the conduct of the services, which will contribute to their completion in as timely a manner as possible.

4.02 The draft TOR will be finalised based on discussions with the Consultant, however specific duties and responsibilities of the Consultant include but are not limited to the following:

(a) Submitting an Implementation Plan for approval by CTO Secretariat;

(b) Conducting a Regional Survey to assess tourism stakeholders understanding of CVC, and the current status and needs of the tourism sector in the area of sustainable tourism development. Specific focus will be on CCA and DRR management to identify the gaps, needs and priorities of the tourism public, private and community stakeholders, to include women working in tourism. The Consultant will provide inter alia a strategic action plan with recommendations for areas for strategic interventions;

(c) Revising and updating the existing CSTPF linked to attainment of the UN Sustainable Development Goals. The revised CSTPF should include climate change and disaster risk management considerations, and other sustainable development topics, including a gender component which focuses on optimising opportunities for women in tourism;

(d) Producing a Best Practices in Sustainable Tourism Manual digital publication to showcase regional case studies and benchmarks on key sustainable tourism development topics, also highlighting achievements over the past ten years;

(e) Collaborating with the Consultant responsible for updating the Multi-Hazard Contingency Planning Manual to ensure consistency and complementarity in training materials and delivery;

(f) Presenting the initial findings at a regional stakeholder consultation webinar/workshop, and delivering training on the implementation and use of the CSTPF at a regional training and sensitisation workshop, and to CTO/CHTA staff; an

(g) Generating and delivering to CTO Secretariat the Survey Report, Plan of Action and the revised CSTPF document.


5.01 The Consultant is required to have recognised credentials (Master’s degree or higher) from an accredited academic institution in Sustainable Tourism/Tourism planning/Tourism development, Sustainable Development, Natural Resource Management or Climate related disciplines, and proven experience (at least ten years) in conducting work and studies in sustainable tourism, sustainable development, the environment, climate and related fields.

5.02 The Consultant shall also possess:

(a) Knowledge of the Caribbean and ability to clearly identify and evaluate local, national and regional issues and challenges to sustainable tourism development;

(b) Substantive knowledge of sustainable tourism and sustainable development policy approaches and practical professional experience developing policy tools and frameworks, particularly in the geographic Caribbean;

(c) Proven competence, implementing and managing large scale and complex multi-stakeholder regional projects of a similar nature;

(d) Excellent oral and written communication skills in English; fluency in French will be considered an asset;

(e) Excellent research skills both for qualitative and quantitative research purposes and proven ability to write and present complex policy-related issues; and

(f) Proven capacity to liaise and effectively work with regional and international development organisations and government agencies.


6.01 The Consultant will be required to provide the following reports and deliverables:

(a) Inception Report (inclusive of initial analysis and work plan);

(b) Needs/Situational Analysis Report and Plan of Action;

(c) Revised/Updated CSTPF;

(d) Best Practices in Sustainable Tourism Manual;

(e) Presentation of scope of work and initial findings at a Sector Consultation Webinar/Workshop organised by the CTO;

(f) Conduct training on the Framework at a CTO regional training and sensitisation workshop to include an overview of the Best Practices Manual and Sustainable Tourism Policy Framework; and

(g) Final Report.


7.01 The consultancy is expected to last for 37 days spread over a period of 4 months and is expected to commence from November 1, 2017.

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