CONSULTING FIRM FOR DEVELOPMENT OF TOURISM INVESTMENT PORTFOLIO

BACKGROUND

Clickable Impact is a consultancy specializing in sustainable economic development, with a focus on climate, energy, agriculture, food, and tourism. We offer a range of services, including policy advisory, communications, public affairs, innovation, market access, and project development. We are uniquely skilled at leveraging public and private sector relationships to promote private sector engagement and mobilize private capital. Under the “Gender Responsive Equitable Agriculture and Tourism (GREAT 2) initiative, funded by the Government of Australia, Clickable is implementing the subproject “Tourism for Ethnic Minority Women (T4EMW)” in Son La Province. The subproject aims to promote gender equality and women’s economic empowerment, particularly for ethnic minority women, through sustainable tourism development activities until June 2027. As part of the sub-project strategy to attract responsible private investment and promote inclusive growth, a structured Tourism Investment Portfolio will be developed for two project sites in Ngoc Chien and Moc Chau. This portfolio will align with provincial development priorities and sustainability principles, supporting Son La Province’s strategic direction toward sustainable and inclusive tourism development. The Investment Portfolio will serve as a ready-to-use promotional and matchmaking tool to showcase viable, high-impact tourism opportunities to domestic and international investors. It will provide structured investment information, including market potential, partnership models, and indicative financials, to facilitate investor engagement, partnership development, and potential deal closure.

OBJECTIVES OF ASSIGNMENT

The assignment objective is to develop a sustainable tourism investment portfolio for Ngoc Chien and Moc Chau, designed to attract responsible private investors for community-based, nature-based, and wellness tourism models. Specific objectives include:

• Assess Investment Readiness: Analyse tourism assets, infrastructure, enabling conditions (including economy, legal, policy, cultural and environmental structures) in Ngoc Chien and Moc Chau
• Develop Investment Clusters: Group potential investment projects (e.g., community-based lodges, wellness retreats, eco-lodges, agri-tourism farms) into thematic or geographic clusters that demonstrate synergy and scalability
• Identify Prospective Investors: Conduct an initial mapping and consultation with potential investors, assessing their investment appetite, sustainability priorities, and preferred engagement models to inform tailored outreach during a future investor roadshow
• Develop Preliminary Investment Concepts: Outline indicative investment opportunities for each tourism cluster, including concept summaries, potential ownership and partnership models (e.g. joint venture, community co-ownership, PPP), and broad ticket-size ranges drawn from comparable cases, to be refined during the next phase of feasibility or pre-investment due diligence.
• Engage Stakeholders: Facilitate dialogue among local authorities, community groups, and private sector actors to align on investment priorities and sustainability criteria.
• Promote Investment: Support the organisation of an Investor Forum to showcase opportunities to potential investors.

SCOPE OF WORK & EXPECTED OUTPUTS

Task 1. Baseline Assessment and Work Planning

Review studies on tourism product development in Son La province

Consolidate current economic, cultural and development context, planning and priorities at province and ward levels

Assess potential investment opportunities in alignment with project pilots and key stakeholders (provincial government, local communities, businesses, and potential investors) and their roles in sustainable tourism value chains

Develop an investment process to guide deal structuring and closure

Expected Output 1: Assessment and Work Planning Materials (including agreed methodology, schedule, and stakeholder engagement plan).

// Additional tasks and outputs removed for brevity

REQUIRED QUALIFICATIONS AND EXPERIENCE

The consulting firm should demonstrate:

• Proven track record of at least 10 years in sustainable tourism, investment facilitation, and/or local economic development
• Experience in market and feasibility studies for tourism or impact investment projects in Vietnam or broader Mekong region
• Established network and proven track record of engaging investors in the real estate, tourism, and hospitality sectors for sustainable or impact-oriented investments.
• A multidisciplinary team consisting of:
  • At least one financial/investment specialist experienced in blended finance and project structuring.
  • At least one tourism development or destination planning expert.
• Demonstrated ability to engage effectively with government agencies, private sector stakeholders, and community representatives.

The selected firm will work closely with Clickable’s Strategic Partnerships and Investment Specialist and GREAT’s Safeguarding Officer to ensure that safeguarding and GEDSI (Gender Equality, Disability, and Social Inclusion) principles are integrated across all project activities and deliverables. The firm is also expected to participate in bi-weekly progress check-ins to report on key findings, emerging issues, and deliverables.

Duration

1. Duration: Estimated 12–16 weeks for Tasks 1–3 (January–June 2026), plus an additional two (2) weeks of technical support for the Investment Forum in July–August 2026.

2. Tentative timeline: January – August 2026, with flexibility for the consulting firm to propose its detailed schedule and approach.

Deadline of Submission

Interested candidates are invited to submit a comprehensive proposal, including:

• Technical proposal (methodology, work plan, and team composition).
• Financial proposal (detailed budget),
• Company profile and relevant project references

Please submit proposals to ivy.lam@clickableasia.com by December 5, 2025. Only short-listed candidates will be contacted.