The Rainforest Alliance (RA) is an international non-profit organization working to build a future in which nature is protected and biodiversity flourishes, where farmers, workers, and communities prosper, and where sustainable land use and responsible business practices are the norm. We envision a world where people and nature thrive in harmony. Both UTZ and the Rainforest Alliance have a long-standing history and experience in certification of sustainably produced agricultural products as a tool to promote sustainable production and to connect markets, producers, and consumers.


Rainforest Alliance will publish a new certification program in June 2020; part of the new certification program are the new sustainable agriculture and chain of custody standards. The standards are designed to maximize positive social, environmental, and economic impact at farm level while providing a framework within which investments for sustainability efforts are shared responsibly throughout the supply chains. With the new standards, the Rainforest Alliance intends not only to harmonize the existing pre-merger certification programs but also to bring innovation, making use of recent knowledge and insights in certification and standard-setting. Thus, in addition to prescribing practices, the focus is on enabling and measuring improvements towards and (supply chain) contributions to sustainability outcomes.

During 2020 an essential element of Rainforest Alliance’s work is focussing on training development and implementation to support the new certification program so that stakeholders are gaining the required skills to implement and audit the standards—at farm and supply chain level. The roll-out will be carried out in four regions (Latin America, Africa, Asia and US/Europe) by multidisciplinary teams based in countries of origin and headquarters.

The Scope of the Regional Roll-Out teams consists of one integrated delivery process with a Minimum Viable Product approach, where the “minimum content” consists of:

1. Sustainable Agriculture Standard

2. Chain of Custody Standard

3. Assurance Model

4. Transition Rules

5. Multitrace, RA’s traceability system


As an integral part of the roll-out process, Rainforest Alliance is developing a training program for the new standards and the assurance model to ensure a smooth transition process as well as its successful implementation. The program targets certificate holders, Rainforest Alliance staff and Certification Bodies. For certificate holders, the training will support them in attaining the knowledge and skills to implement the relevant Standard requirements and – where applicable - collect and report on improvement indicators through internal inspections and to set realistic targets on improvement criteria. Similarly, for auditors, the training program aims to support them in enhancing knowledge and skills to verify implementation and collect and report improvement indicator data requirements.

The training program consists of two phases with a combination firstly of online and secondly of face-to-face training. The first phase, to be implemented in 2020, focuses on stakeholders attaining a minimum level of knowledge required to implement or audit the new certification program; while the second phase, to be rolled out in 2021, has a more targeted, context-specific approach. The face-to-face training will include exercises, case studies, and presentations; all with the possibility to be used by certificate holders and CB’s for their internal trainings.


The current Term of Reference is meant for a consulting assignment on the development of learning interventions (including concrete training materials) covering concepts, context and concrete requirements of the Chain of Custody Standard.

To carry out the training program in the implementing regions, training material needs to be developed. The roll-out teams have pressing deadlines and limited resources; the reason why external support is required to develop a series of materials and tools to be used during online and face-to-face training sessions. These materials consist, but are not limited to, case studies, templates, and quizzes.

Deliverables however need to be in English only even though participants of the training will include certificate holders and certification bodies from Africa, Asia, Latin America and US/Europe all with different language and learning needs. The training program will be divided in two trajectories: basic and advanced. The current call will only cover the learning interventions for the basic phase one of the roll-out, during 2020. The learning interventions for the advanced and rather tailor made trainings of phase two, taking place in 2021 are not covered by this current assignment, so neither covered by this ToR.


Several independent consultants will be hired to develop a series of learning interventions. They will work separately under the coordination of a project manager who will provide the desired learning objectives and methodologies and allocate deliverables to each consultant. For the development of the material and tools, please take into account that both auditors and implementers have different levels of education and (computer) skills. Based on the learning needs and contexts, consultants are encouraged to select and tweak content from the Standards to cater to said learning needs. RA will then coordinate the translations of said material.

Training material must be able to cater for a diversity of stakeholders and contexts therefore, a competency-based learning approach is required. This approach to education focuses on the participant’s demonstration of desired learning outcomes. As competencies are proven, participants continue to progress.


The roll-out team has identified a series of deliverables required for face-to-face as well as online training. These deliverables might be complemented with other types of training material or tools if needed. The following deliverables will be distributed amongst the selected consultants.


  1. The project manager, Annika Gabriel, Chain of Custody Manager from the Standards & Assurance team is responsible for overseeing the project. The project manager liaises with the roll-out team and other internal stakeholders.
  2. Members of the roll-out teams will be informed about this project via the project manager.
  3. The project manager will be the main point of contact within Rainforest Alliance, meaning s/he is responsible for the communication with the consultants and the distribution of information among them.


  1. Deadline for submitting the application: 24 March 2020 / 17.30hr GMT/ by email to Annika Gabriel, agabriel@ra.org with a copy to Sun Jenzen sjenzen@ra.org. Proposals received after the submission deadline will not be taken into consideration. The subject heading of the email shall be: “Training Material New CoC Standard-[Proposer Name]”. Electronic copies are to be submitted in PDF format.
  2. Notification to shortlisted applicants: 31st March 2020
  3. Submission of Training Material Samples: 17th April 2020
  4. Notification to selected consultants: 22nd April
  5. Kick-off meeting: 24th April 2020
  6. Submission of drafts 25th May 2020
  7. Submission of final versions: 22nd June 2020


  1. Individuals and teams of a maximum of 2 members are welcome to apply—a point of contact must be identified in the application.
  2. The consultants should indicate their availability during the period shown in the time schedule. To calculate the number of days required for this project please refer to to the deliverables table
  3. The expertise of the applicants shall cover:
  • Knowledge and understanding of either Rainforest Alliance or UTZ Chain of Custody standard
  • Field experience in the cocoa, coffee, tea or banana supply chain
  • Substantial experience designing and implementing face-to-face training programs for auditors and/or producers in the cocoa, coffee, tea, or banana sector
  • Demonstrated record of providing professional training
  • Complete professional fluency in English


  1. Documents and relevant data to design and develop expected deliverables.
  2. The project manager ensures timely guidance, input, and feedback during the process.


Rainforest Alliance is not bound in any way to enter into any contractual or another arrangement with any proposer as a result of issuing these terms of reference. Rainforest Alliance reserves the right to terminate the procurement process at any time prior to contract award.

Proposers are to direct any queries and questions regarding this ToR to Annika Gabriel, agabriel@ra.org, with a copy to Sun Jenzen sjenzen@ra. No other Rainforest Alliance personnel are to be contacted in relation to this ToR. As far as possible, the Rainforest Alliance will issue the responses to any questions received—24 hours before the deadline of submission of the proposal no questions will be answered.


Applicants should submit the following documents:

1st Round: Document evaluation

  1. Daily rate in US dollars.
  2. Curriculum Vitae, no more than 3 pages.
  3. Confirmation of availability indicated in the Deliverables table in section 6.
  4. Number of available days between the 24th of April and 22nd of June 2020
  5. Examples of Training Materials or tools previously commissioned, max 3 items.

Please indicate the role that you played in the development of said material: coordinate, content development, look and feel, etc.

2nd Round: Training Material sample evaluation

  1. Out of the new CoC topics (traceability, premium payment, system administration, a.o.), shortlisted applicants will receive further instructions to develop an exercize (draft a one-page scenario). Rainforest Alliance provides the corresponding criterion and tool from the new Standard.

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