Beschreibung der Beschaffung
This assignment contributes to TI4E"s overall objective to provide technical assistance and promote access to finance for energy efficiency (EE) investment projects of industrial SMEs from the State of São Paulo and to scale-up this access to other sectors and regions in Brazil.
The specific goals of the assignment are:
1) Supporting specialists on the preparation of EE investments in industrial SMEs, especially with regards to thermal EE technology interventions with high GHG mitigation impacts, economic-financial assessments and contractual modalities.
2) Perform independent validations of retrofit installations in industrial SMEs as well as the M&V reports on energy savings in line with relevant standard and norms;
3) Enlarge the energy technology list (ETL) significantly with technical specifications of additional EE technologies and enable its integration within BNDES"s accreditation system FINAME for concessional credit lines;
4) Further develop TI4E"s existing de-risking instruments into a modular EE financing toolkit and advise selected Brazilian financial institutions on how to deploy it.
To achieve these goals, the contractor is responsible for implementing the following four work packages (WP):
- WP I: Improving EE projects on investment readiness and strengthening SENAI"s programme management office.
Main tasks:
o Improving energy audit reports and EE project documentation
o Compiling and sharing lessons learned from project support process
- WP II: Validating retrofit installations and M&V reports and contributing to the continuity of the validation process.
Main tasks:
o Validating retrofit installations of ESCO projects
o Validating M&V reports of ESCO projects
o Supporting SENAI"s validation process
- WP III: Extending the ETL and linking it with BNDES"s accreditation system FINAME for concessional credit lines.
Main tasks:
o Extending the ETL with EE technologies for industries
o Updating the ETL and supporting its long-term development
- WP IV: Developing a modular EE financing toolkit and advising selected Brazilian financial institutions on how to deploy it.
Main tasks:
o Developing a modular EE financing toolkit
o Supporting financial institutions on the EE financing toolkit
o Advising Desenvolve SP on its loan cycle for EE investments
At the end of the assignment, it is expected that SENAI"s Programme Management Office is able to effectively convert energy audits into EE investments with significant GHG mitigation potentials and further de-risk these operations through solid validation processes. The contractor should therefore systematically transfer know how to SENAI. Furthermore, extending the ETL with EE technologies for the industrial sector and linking it with BNDES"s accreditation system FINAME for long-term and concessional credit lines shall create additional confidence in the EE market. Brazilian private and public financial institutions, besides Desenvolve SP, the State Development Bank of São Paulo, shall be in a position to replicate TI4E"s approach in other regions and sectors by using the modular EE financing toolkit to be developed throughout the assignment to unlock financing for GHG mitigation in SMEs at scale.
For the implementation of these tasks the tenderer is required to provide 4 core experts (total 343 expert days) and 2 national expert pools (total of 1.694 expert days). Individual trips by the core experts to Brazil are necessary; however, a large part of the services provided by the core experts can be performed in their home countries.