Poland: Consultant to Support the Implementation of the Polish Residential Energy Efficiency Financing Facility ("Poland-REFF")
| Published July 7, 2015 - Deadline July 28, 2015
Clarification 17/07/2015: Please kindly note that the meaning of "financial product" in the Consultant Profile has been clarified as follows:
Financial products and services may include, but are not limited to banking and savings accounts, investment products, loans, mortgages, insurance and some pension schemes. In the context of Poland REFF the Participating Financial Intermediaries will be distributing loans for the purpose of energy efficiency improvements in the residential buildings. Relevant expert knowledge (marketing, communication and capacity building) is required for successful implementation of the programme and the technical assistance assignment.
The European Bank for Reconstruction and Development (the "EBRD" or the "Bank") is scaling up its operations of Sustainable Energy Financing Facilities in Poland. In 2011, the EBRD launched its first Polish Sustainable Energy Finance Facility, which was followed by PolSEFF II and PolSEFF-Leasing. These facilities (thereafter "PolSEFFs") were established in the form of credit lines extended by the EBRD to Polish financial institutions, to be on-lent to small and medium sized enterprises for eligible sustainable energy projects in the commercial sector.
Building on the experience and lessons learnt from PolSEFFs and other EBRD residential energy efficiency ("EE") facilities, the EBRD is launching the Poland Residential Energy Efficiency Finance Facility ("Poland-REFF" or the "Facility"). Through the Poland-REFF the EBRD aims to on-lend up to EUR 200 million through Participating Financial Institutions ("PFIs") to eligible Sub-borrowers (the "Sub-borrowers") for eligible energy and resource saving sub-projects in the residential sector (dwelling and building level investments). The Sub-borrowers will include individuals, groups of individuals, housing associations, housing cooperatives, housing management companies ("HMC"), energy service companies (the "ESCOs"), vendors and service providers undertaking refurbishment and construction of private residential properties upon contract signed with owners for energy efficiency projects in the residential sector in Poland ("Sub-projects").
In Poland, the residential sector consumes about 40% of the country’s primary energy with space heating using the most energy. For covering heating needs of the residential building stock Poland depends on coal, which accounts for 41% of the energy mix for heating. This is the largest share of coal in the residential sector in the EU that leads not only to the high kgCO2/m2 values, but also to worrying concentration of harmful substances and air quality decline. For example, in Krakow due to coal and solid fuel combustion the concentration of harmful substances is more than triple of WHO norm.
The housing stock in Poland consists of approximately 13.7 million dwellings with the total floor area of 980 million square meters. Detached single family houses (56%) and urban multi-family buildings (37%) are the most common residential properties. The existing residential properties consume on average 200kWh/m2 for space heating (EU-27 average around 130kWh/m2). New buildings are more energy efficient with average energy consumption of 136 kWh/m2 that is still higher than EU-27 performance value.
The Poland-REFF is expected to initiate a self-sustaining market for investments in sustainable energy projects in the residential sector in Poland. This will be achieved by ensuring that PFIs become familiar with appraising and financing eligible energy efficiency and small-scale renewable energy investment projects in the residential sector. At the same time, potential Sub-borrowers are expected to expand their awareness and understanding of energy and resource saving benefits in the course of the Facility. Finally, local service providers, vendors and engineers may expand their offering to include and prioritise energy and resource saving solutions in the residential sector.
The implementation of Poland-REFF will be supported by a dedicated technical cooperation ("TC") package separate from the already ongoing TC assignment supporting the implementation of the PolSEFFs. The Poland-REFF TC will assist PFIs (e.g. retail banking teams) to identify and process large number of small energy efficiency projects proposed by households, housing associations and other eligible entities. Upon advice of the EBRD the Poland-REFF Project Consultant will cooperate with the consultants supporting implementation of the PolSEFFs (the frameworks for SMEs).
The Bank now intends to engage a consulting company (the "Consultant") to support implementation of Poland-REFF. The Consultant will undertake coordination, Sub-project preparation, marketing and information campaigns and capacity building to the PFIs and Sub-Borrowers to support the implementation of Poland-REFF (the "Assignment").
The scope of services of the Consultant will be divided into two categories: Generic Tasks and Project Assessment Tasks. The selected Consultant is expected to provide the following services:
1. Generic Tasks
a. Establish a full-time Poland-REFF office in Warsaw and develop, maintain and update the operational tools, Operations Manual and energy saving calculator for eligible measures.
b. Adapt and maintain the list of recommended sustainable energy technologies ("LEME") including categories of equipment and materials with specific minimum technical and environmental characteristics that are proven to result in fundamental and straightforward improvements in energy efficiency.
c. Prepare and implement generic marketing activities as well as dedicated marketing/project origination activities to be deployed with PFIs. Develop a capacity building plan, which will target PFIs, Sub-borrowers and local experts.
d. Prepare a market survey at the end of the assignment. The market survey will reflect market conditions for high-performing building energy efficiency technologies after the Poland-REFF. The market survey will be an assessment of the Facility impact and will cover all eligible measures and assess the market size, market penetration rates, a number of suppliers of eligible measures and describe the overall conditions at the market including capacity and awareness constraints.
2. Sub-project Assessment Tasks
a. Ensure that the technical eligibility criteria of the Poland-REFF are adhered to and enhance the implementation of the Poland-REFF by ensuring that potential Sub-borrowers are appraised, based on the eligibility requirements and Sub-loans are processed according to Poland-REFF procedures.
b. Assist perspective Sub-borrowers identifying sustainable energy opportunities by assessing technical and economic feasibility of the identified Sub-projects including performing energy assessments. For building level investments the Consultant will be required to perform Preliminary Assessment ("PA"), Simplified or Full Assessment ("SA" or "FA"). The Consultant will prepare deliverables for each type of assessment in the format agreed with the EBRD.
Status of Selection Process: Interested firms or groups of firms are hereby invited to submit expressions of interest.
Assignment Start Date and Duration: The Assignment is expected to start in October 2015 and has an estimated overall duration of 36 months with the possibility of an extension (both in time and in budgetary terms as explained below).
Cost Estimate for the Assignment: EUR 2,500,000 (exclusive of VAT). Subject to availability of funding, the performance of the selected Consultant and the specific needs of the Bank the Assignment may be extended beyond the current scope. Such extension is expected to cover up to a maximum amount of EUR 2.5 million additional budget and maximum duration of additional 24 months.
The Consultant must determine whether any VAT would be chargeable on the services and the basis for that determination, without taking into consideration the special status of the Bank as an IFI and state this to the Bank in their response to the Invitation for Expressions of Interest. To the extent that a Consultant incurs input VAT on goods and services purchased in connection with the provision of services (e.g. VAT on airline ticket) which is not otherwise recoverable by the consultant from the local tax authority, the gross cost to the consultant of such expenses shall be treated as a reimbursable expense.
Funding Source: It is expected that the Assignment will be funded through the EBRD's Technical Cooperation Programme. Please note selection and contracting will be subject to the availability of funding.
Eligibility: There are no eligibility restrictions.
Consultant Profile: Corporate services are required. The Consultant will be a firm or a group of firms preferably with previous project experience related to:
1. previous implementation of similar facilities or assignments related to the residential buildings sector;
2. strong marketing and capacity building experience ideally with a financial services and financial products focus;
3. design and implementation of residential EE measures, knowledge of international and local building regulations and relevant EU standards, in relation to energy consumption and performance of residential buildings.
The Consultant’s expert team is expected to include key experts as follows:
a. International Project Manager with strong, proven previous professional experience in managing similar type of projects, preferably in the residential sector;
b. International and local Marketing and Communication Experts with the relevant skills to promote the Facility;
c. Engineer, a qualified civil engineer with particular experience in residential building energy management, residential building energy efficiency design and standards, knowledge of EU, international and local (Polish) building regulations and relevant standards in relation to energy consumption and performance;
d. Local Experts, with relevant technical, marketing, financial and economic background. Strong administration, IT and database experience is essential to make the tracking/reporting and control of the monitoring process as efficient as possible.
It is envisaged that at least 50% of expert input (in terms of budget) shall be provided by local experts who are professionally based and operating in Poland. Key experts shall spend minimum 75% of their time in Poland. Any home-based activities shall require justification.
Submission Requirements: In order to determine the capability and experience of Consultants seeking to be shortlisted for this Assignment, the information submitted should include the following:
1. Company/group of firms’ profile, organisation and staffing (max. 2-4 pages).
2. Details of previous project experience or similar assignments particularly undertaken in the previous five years, including information on contract value, contracting entity/client, project location/country, duration (mm/yy to mm/yy), expert months provided (if different from duration) , main activities, objectives.
3. CVs of key experts who could carry out the Assignment detailing qualifications, experience in similar assignments, particularly assignments undertaken in the previous five years, including information on contracting entity/client, project location/country, duration (mm/yy to mm/yy), expert months provided, assignment budget, main activities, objectives.
4. Completed Consultant Declaration Form and Contact Sheet, the template for which is available from the following web-link: http://www.ebrd.com/pages/workingwithus/procurement/notices/csu/contact_sheet.doc.
The above information should not exceed 30 pages excluding CVs and contact sheet.
The complete expression of interest (including CVs, Consultant Declaration and Contact Sheet) should be submitted, in English electronically through e-Selection, to reach the Bank not later than the closing date. The expression of interest shall be one file (pdf). The EBRD reserves the right to reject applications of firms submitting more than one file. Only if the permissible file size is exceeded (4MB), the Consultant may split the expression of interest into further files.
Bank Contact Person:
European Bank for Reconstruction and Development
One Exchange Square
London EC2A 2JN
Tel: + 44 20 7338 7371
e-mail: email@example.com (submissions should be sent through eSelection and NOT to this email address)
1. Following this invitation for expressions of interest, a shortlist of qualified firms will be formally invited to submit proposals. Consultant selection and contracting will be subject to availability of funding.
2. The shortlist criteria are:
(a) Experience in implementation of similar facilities (Poland or similar locations) or assignments related to residential buildings energy management/ energy efficiency standards (25%)
(b) Experience in financial sector/ product marketing and capacity building (25%)
(c) Expertise in design and implementation of residential EE measures, knowledge of international and local building regulations and relevant EU standards, in relation to energy consumption and performance of residential buildings (25%)
(d) CV of Key Experts (25%)