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MANUFACTURING INDUSTRY STUDY SPECIALIST
Procurement Process :IC - Individual contractor
Office :UNDP Country Office - PHILIPPINES
Deadline :17-Apr-20
Posted on :25-Mar-20
Development Area :POWER  POWER
Reference Number :64491
Link to Atlas Project :
00088788 - DevtforREApplicationsMainstreaming&Market Sustainability
Documents :
Financial Form
GTC
Overview :

A. Project Title: Renewable Energy Manufacturing Industry Study

B.    DREAMS Project Description  
1.    Goal: “reduce GHG emissions from the power sector, the objective is to promote and facilitate the commercialization of the renewable energy (RE) markets through the removal of barriers to increase investments in RE based power generation project.”

2.    Outcome indicators: “Direct emissions reductions will be 205,181 tonnes of CO2eq and 20,000 sitio-based households will have access to RE sources.

3.    Components and expected outcomes:

Components

Outcomes

a. RE Policy and Planning

enforcement of a supportive policy and regulatory environment = increase in RE investments

b. Institutional strengthening for RE mainstreaming

strengthened institutional capacity= increase in RE project approvals

c. Capitalized RE market development

increased number of operational RE projects = increase in confidence of RE developers on viability of RE

d. RE commercialization

capitalized RE markets = increase in RE based power capacity

4.     Stakeholders for the Project.

The project is being implemented by the Department of Energy (DOE). DOE assumes over-all responsibility for the achievement of project results. The Project is co-financed with funding from the GEF. UNDP acts as the GEF Executing Agency. All components of the Project are being implemented by the Renewable Energy Management Bureau (REMB)

A Project Support Group (PSG) composed of technical staff/specialist from the other Bureaus and divisions of DOE has been formed to provide technical advice in the implementation of the activities including monitoring and evaluation. A Project Steering Committee has been established to serve as a policy and decision-making body for the project implementation. (The members of the PSC are DOE, DILG, DENR, NEDA, TRANSCO, NGCP, NPC, PEMC, UNDP, and representative from the local governments of Iloilo and Palawan. )
A Project Management Unit (PMU) is based at the DOE Compound. The PMU is headed by a National Project Director (NPD) who is also the Director of the REMB. A Project Manager and support staff oversees the day to day operations of the DREAMS Project Management Office.

 

Description of Responsibilities :

C. Scope of Work of the Required Services
1.    These required services relate to two components of the DREAMS Project:

a.    Component 1: RE Policy and Planning and in particular Output 1.5: Approved policy recommendations for promoting local manufacturing and assembly of quality RE systems.
b.    Component 4: RE Commercialization and in particular Output 4.4:  Accredited Technicians for RE equipment assembly and supply working with local RE manufacturing entities.

2.    As contained in the DREAMS Document, a successful local RE Manufacturing and Assembly Industry will:   

a.    Catalyze the accreditation of more RE Manufacturers and Assembler
b.    Enhance the national supply chain for RE equipment and parts
c.    Prevent influx of inferior RE equipment
d.    Reduce electricity cost through the successful manufacture and supply of RE Equipment
e.    Generate jobs for certified Technicians for RE related technologies

3.    The Individual Consultant is required to:

a.    Submit an industry study that assesses the current status of the RE Manufacturing and Equipment Assembly Industry in the Philippines from 2008 to 2019. The study must include the assessment of capacities of existing RE manufacturers, analysis of the industry’s technical manpower requirements, review of current RE product standards and the status of implementation of existing enabling policies and programs for the RE Manufacturing Industry Sector.

The Report on the Status of the Philippine RE Manufacturing and Assembly Industry covering the period 2008-2019 must, at the minimum, include:

•    Inventory of existing Manufacturers and Assemblers of RE Equipment and Parts (MAREEP) in the Philippines.
•    Capacities (financial, technical, technological, skills) of MAREEP in the Philippines vis a vis with their existing and potential markets.
•    Gap analysis on technical manpower requirements of the MOREEP in the Philippines.
•    Viability and competitiveness, including advantages, disadvantages and challenges of MAREEP in the Philippines.
•    Review of existing fiscal and non-fiscal incentives, e.g. new tax laws, and program related to MAREEP including review of existing accreditation process, product and quality standards required and incentives given to MAREEP.
•    Review of available financial mechanisms or investments that may be tapped by the Industry
•    Special consideration for small 0ff-grid RE systems where there is a high cost of transporting equipment
•    Financing Arrangements, e.g. consignments, lease to own, guarantees/insurance to reduce the up-front and operating cost and risks on the use of the RE equipment
•    Comparative data/experiences from other countries with similar situation like the Philippines.

b.    Submit a policy document and strategy paper that aligns the development of the sector vis a vis the objectives of the RE Law (RA9513) and the strategies of the National Renewable Energy Program (NREP) 2011-2030.
The Policy Document and Strategy Paper for 2020-2040 with programs, projects, fiscal and non-fiscal incentives and industry standards to promote further the growth of the Philippine RE manufacturing. The Strategy Paper must also be aligned with the National RE Plan for 2020-2040 (upcoming document). The Policy Document may be in the form of Department Circular, Department Order or other appropriate aids to legislation as may be agreed upon with REMB.

4.    The Individual Consultant must, at the minimum, adapt the following methodology:

Subject/informants

Methodology

Stakeholders of the RE Manufacturing and Assembly Industry

  • Manufacturers and Assemblers of RE equipment and parts
  • RE developers and associations of RE developers
  • Government agencies e.g. DOE, DOF, BOF, BIR, DTI, TESDA
  • Other stakeholders like financing institutions that may invest in the Industry, e.g. Rural Banks, Venture Capitalist, Cooperative Banks
  • The key informants may include active or in-active manufacturers or assemblers, importers etc.

Gathering of secondary data like policy issuance, industry reports, industry standards and best practices

 

Key informant/Expert interviews

 

Focused group discussion with relevant offices and stakeholders

The Consultant is expected to directly consult with relevant key stakeholders from the Industry (Manufacturers, Assemblers, Importers of RE parts and equipment), Department of Energy, Department of Finance, Bureau of Investments, Bureau of Internal Revenue and the Department of Trade and Industry.

D.        Expected Outputs and Deliverables

 

Deliverables/ Outputs

 

Estimated days to Complete

 

Target Due Dates

 

Review and Approvals Required (review output and confirm acceptance)

 

Name of designated person who will review and accept the output

Inception Plan containing:

(a) Detailed methodology,

(b) Institutions and informants to be interviewed or called to a Forum,

(c) Data sources,

(d) Indicative outline and key content of the assessment report

(e) Detailed activity work plan.

 

The inception plan will be prepared together with DREAMS PMU

        5

    8 May 2020

National Project              Director and/or designated REMB Officer 

 DREAMS   Project                 Manager

 

Status Report to REMB: Review of the relevant provisions of the RE Law and implementation of the DOE Department Circular 2009-07-0010 (Guideline for the Accreditation of Manufacturers, Fabricators and Suppliers of Locally-Produced Renewable Energy Equipment and Components).

30

5 June 2020

First Draft

  1. Proposed amendments (if any) on fiscal and non-fiscal policies and/or programs and strategies to strengthen the RE Manufacturing
  2. Assessment of RE Manufacturing Industry Study 2008-2019.

 

Both outputs will be presented in a            meeting with REMB

30

30 June 2020

Second Draft

10

15 July 2020

Final Report

  1. Draft Department Circular and/or Policy document on the RE                        Manufacturing Industry
  2. Strategy Paper for RE Manufacturing Industry for 2020-2040

Status of RE Manufacturing Industry Study 2008-2019

20

30 August 2020

Estimated total effort level (# of days)

95

 

E.         Institutional Arrangement

The IC will report directly and under the overall supervision of the DREAMS Project Manager.  The IC will be directly responsible for the effective and timely conduct of activities.

F.         Duration of the Work

The work will start 01 May 2020 and all output and activities completed by 30 August 2020.  

G.        Duty Station

The IC will be based in Manila. Local travels, at least 3 areas located in Luzon (Albay/Naga), Visayas (Iloilo), and Mindanao (Davao City), with maximum of two (2) nights per location, are expected depending on the location of the stakeholders/manufacturers to be consulted.

H.          Scope of Price Proposal and Schedule of Payments

This is a lump-sum and all-inclusive approach. The lump sum amount must be “all inclusive” of expenses, including the cost for the Stake e.g.  supplies, reproduction, meals, lodging, and other travel fares.

The contract price is fixed regardless of changes in cost components.

Deliverables/ Outputs

Payment Tranche

Approved inception plan

 

Status Report to REMB

30%

Submission and Acceptance of the First Draft

20%

Submission and Acceptance of the Second Draft

10%

Submission and Acceptance of the Final Report

40%

Total

100%

 

Competencies :

Corporate competencies

  • Demonstrates integrity by modeling the UN's values and ethical standards;
  • Promotes the vision, mission, and strategic goals of UNDP;
  • Displays cultural, gender, religion, race, nationality, and age sensitivity and adaptability;
  • Treats all people fairly without favoritism.

Functional and technical competencies

  • Ability to work in a diverse and multi-cultural environment;
  • Self-motivated and ability to work under pressure and to meet strict and competing deadlines;
  • Displays analytical judgment and demonstrated ability to handle confidential and politically sensitive issues in a responsible and mature manner;
  • Demonstrates openness to change and ability to manage complexities;
  • Computer literate.
Qualifications :

Offers will be evaluated based on the combined scoring method :

Technical qualifications = 70%
Financial Proposal =    30%

For the evaluation of the Technical Proposal, the selection of the successful consultant must be based on the following qualifications (with the appropriate obtainable points):

Qualification

Points Obtainable (100pts)

Education

 

Minimum level: Minimum Graduate AB/BS in Law, Finance, Economics, Business Management, Engineering

if not met: 0

 

20

Experience:

  • Preferably 5 years of cumulative experience in the conduct of market assessment, industry studies, policy review, preparation of investment proposals, feasibility studies preferably in the field of energy industry and development, or equipment manufacturing and/or assembly

below 5 years = 10points; 5-below 7 years = 20 points, 7-below 10 years = 30 points; above 10 years = 40 points

 

40

Specialization:

                  Industry studies and analysis, policy review and formulation, primary and/or secondary data research

30

Language:

  • English – 5 pts.
  • Local language (Tagalog) – 5 points

 

10

TOTAL

100

Applicants who will only receive 70 points from the assessment of the CV will be qualified for the assessment of the Financial Proposal.

Recommended Presentation of Offer:
Offerors must upload in one (1) file the documents below at https://jobs.undp.org/cj_view_job.cfm?cur_job_id=90910

You may download the editable version of the Offeror's Letter to UNDP Confirming Interest and Availability for the IC by clicking on this link:  http://gofile.me/6xdJm/bE9TCw8fU

1.    Duly accomplished Letter of Confirmation of Interest and Availability using the template provided by UNDP;
2.    Personal CV or P11, as well as the contact details (email and telephone number) of the Candidate and at least three (3) professional references. Also indicating at least three (3) samples of work to prove criteria cited in technical qualification. The applicant must indicate specifically his/her role in the aforementioned sample, e.g, Team leader, team member, Lead researcher, etc. below is a proposed format for the samples to be provided

Activity Conducted/ Title of Publication or Report

Date Completed

Role in Activity

Client for whom output is intended

Industry Study on the impact of Solar PV on energy cost

Dec. 2020

Team Lead

Private Developer (dis-closure optional)  but in the case of multilateral bodies, agencies, disclosure is a must


3.    Financial Proposal that indicates the all-inclusive fixed total contract price, supported by a breakdown of costs, as per template provided.  If an Offeror is employed by an organization/company/institution, and he/she expects his/her employer to charge a management fee in the process of releasing him/her to UNDP under Reimbursable Loan Agreement (RLA), the Offeror must indicate at this point, and ensure that all such costs are duly incorporated in the financial proposal submitted to UNDP.
This contract is a fixed output-based price and all-inclusive including the cost for the Stakeholders’ Forum/Consultation.

The breakdown of proposed expenses may follow a format similar to below (only use applicable items):

Budget Item

Cost

Details/Assumptions

Professional Services (per day)

 

 

Travel (local only)

 

 

Meals and Lodging

 

 

Supplies, Reproduction

 

 

Communication

 

 

Others: Health Insurance

 

 

* Applicants for the consultancy are required to take their own health insurance and cost it as part of their financial proposal.

In view of the volume of applications, UNDP receives, only shortlisted offerors will be notified.