TERMS OF REFERENCE (TOR) CONSULTANT FOR ENERGY AUDITS. Consultant For Energy Audits Building Sector Energy Efficiency Project (BSEEP)
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1 Title : Project: Location : TERMS OF REFERENCE (TOR) CONSULTANT FOR ENERGY AUDITS Vacancy Type : - Consultant For Energy Audits Building Sector Energy Efficiency Project (BSEEP) Kuala Lumpur, Malaysia Application Deadline : 30 November 2014 Additional Category Type of Contract : Post Level : - Languages Required : Environment and Energy Individual Contract English Indicative starting Date : 15 February 2015 (date when the selected candidate is expected to start) Duration of Initial Contract : Expected Workload : 12 months 8 man-month INTRODUCTION The Building Sector Energy Efficiency Project (BSEEP) has for its goal the reduction in the annual growth rate of GHG emissions from the Malaysia buildings sector. The project objective is the improvement of the energy utilization efficiency in Malaysian buildings, particularly those in the commercial and government sectors, by promoting the energy conserving design of new buildings and by improving the energy utilization efficiency in the operation of existing buildings. The realization of this objective will be facilitated through the removal of barriers to the uptake of building energy efficiency technologies, systems, and practices. In support of the work required to develop a specific energy management guideline required in component 1 of BSEEP, an evaluation of various energy consuming operations and procedures to determine energy saving opportunities need to be carried out. Energy audits of representative government buildings/facilities will be conducted to establish the baseline energy utilization performance. Moreover, the audits will determine and assess any wasteful as well as energy conserving practices, operations and procedures. The energy audit findings and the assessment of potential energy
2 efficiency improvements will be used in the development of specific guidelines for each type of government buildings by the component 1 consultant Visit for further information. SCOPE OF WORK This is the second package of energy audit work in BSEEP. The primary jobscope is to perform Investment Grade energy Audits (IGA) on a maxmimum of five (5) selected buildings throughout Malaysia during 2015 and 2016, in order to identify the current status of energy performance of the selected buildings, advice on potential cost-efficient measures to improve it. The consultant will be required to: 1. Review the existing operational characteristics of the building: Through a series of meetings, site visits and stakeholder engagements, identify and establish the operating characteristics of the facility, energy system specifications, operating and maintenance procedures, preliminary areas of investigation, unusual operating constraints, anticipated future expansions or changes, training needs and other concerns related to facility operations 2. Review existing documentation and management practice: All available facility documentation is reviewed with site representatives (where possible). This documentation should include all available architectural and engineering plans, facility operation and maintenance procedures and logs, and utility bills for the previous year. It should be noted that the available plans should represent the "as-built" rather than the "design" conditions. The review should cover at a minimum: a. Building energy intensity b. Fuel sources c. Maintenance contracts d. Building energy management policies (if any) e. Maintenance reports f. Organization chart g. Maintenance budgets h. Utility bills i. Characteristics of the Building Automation System (if any) especially on monitoring of electricity consumption 3. Detailed inspection of site and preliminary energy audit: After a thorough review of the construction, operation and management documentation, the major energy consuming processes in the facility are further investigated. The inspection and energy audit shall focus on all passive and active systems available on site. The report will recommend a series of no/low, medium and investment grade measures. 4. Formulation of investment grade audit report: Upon the completion of the preliminary audit report and installation of the necessary energy monitoring tools/equipment on site for data collection, an investment grade audit report is to be produced for submission to BSEEP and the building owner. The IGA will look into details of technical measures including the economic benefits of implementating them. IGA report will also propose suitable financing modality including its approach for bankable proposals.
3 METHODOLOGY The consultants will report to the National Project Manager and will work closely with the BSEEP project team based at the Environment and Energy division of the Public Works Department (JKR). The methodology requires a clear focus on the objective of improving overall energy utilization. This will be achieved through coordination with stakeholders, document review, facility inspection, utility analysis, economic analysis, data collection, desk research, interviews, meetings, report writing and workshops with relevant stakeholders, and discussions with Economic Planning Unit, Ministry of Finance, Public Works Department, Ministry of Green Technology, Energy and Water, relevant agencies, State Governments and UNDP Malaysia. The BSEEP project team will not provide any equipment and technicians in executing the audit measurements. It is expected that the consultant to sufficiently resource himself/herself in carrying out the audit work (where it shall be included in the Financial Proposal). EXPECTED OUTPUTS Corresponds to the scope of work, the consultant are expected to produce: 1. Invesment grade energy audit report of the building to review and analyse existing operational and management characteristics of each building. The report must provide a description of the methodology employed, equipment used, calculations, charts, findings and recommendations for energy efficient retrofits justified with an economic and paybank analysis (for bankability) of the recommendations. The report shall address potential energy saving and including amount of GHG reduction The report should address at a minimum the following (where possible): a. Calculation of existing building energy intensity b. Inventory of high impact energy consuming equipment c. Review of purchased fuels sources d. Review of utility bills and tariffs imposed e. Review of operational procedures and constraints f. Review of maintenance contracts g. Review of energy policies h. Review of maintenance reports i. Review of organization chart j. Review of maintenance budgets k. Review of training regimes l. Recomenndations of no/low, medium and investment grade measures. m. Potential energy saving s including amount of GHG reduction. a. Orientation and footprint b. Window shading/glazing levels c. Window design and leaks d. Day light e. Insulation f. OTTV and RTTV g. Landscape h. Natural ventilation i. Interior and exterior design
4 DURATION j. Air conditioning system (fan coils, air handling units, pumps, water temperatures, coefficient of performance, temperature, carbon dioxide levels, relative humidity levels and air change) k. Boilers or hat water systems (flue gas, insulation and steam) l. Lighting (operating schedules, zoning, lux levels, power densities m. Ventilation system and Indoor air quality n. Building automation system (operational charateristics, maintenance requirements and accuracy) o. Small power or plug loads p. Lifts and escalators (operating schedule, harmonics, motors) q. Electric supply and distribution (distribution profile, harmonics, power quality, power factor, maximum demand) The consultancy is expected to take place from 1 January 2015 to 31 December 2015 (12 months). DELIVERABLES AND TIMELINE The consultants will be responsible for the delivery, content, technical quality and accuracy of the reviews and reports. All deliverables shall be submitted to UNDP Malaysia and BSEEP Project Management Unit at Environment and Energy division of the Public Works Department TERMS OF PAYMENT The fee is payable upon satisfactory completion and acceptance of the deliverables by Project Management Unit and UNDP Malaysia. Breakdown of deliverables and percentage is in annex 1. COMPETENCIES Corporate Competencies: Demonstrates integrity by modeling the UN s values and ethical standards, Promotes the vision, mission, and strategic goals of UNDP, and partner organizations, Displays cultural, gender, religion, race, nationality and age sensitivity and adaptability, Functional Competencies: Excellent knowledge of energy efficiency, Demonstrates strong analytical skills, Promotes team work, contributes towards building team consensus, Builds strong relationships with clients, focuses on impact and result for the client and responds positively to feedback, Consistently approaches work with energy and a positive, constructive attitude, Excellent teamwork and leadership skills, Development and Operational Effectiveness Ability to analyze technical requirements in energy efficiency and energy management applications, Ability to apply organizational policies and procedures,
5 Strong analytical skills. Management and Leadership Focuses on impact and result for the client and responds positively to feedback, Supports teams effectively and shows conflict resolution skills, Consistently approaches work with energy and a positive, constructive attitude, Demonstrates strong oral and written communication skills, Builds strong relationships with clients and external actors, Remains calm, in control and good humored even under pressure, Demonstrates openness to change and ability to manage complexities. EXPERTISE AND EXPERIENCE REQUIRED The consultants should ideally have the following expertise and experience: Professional Experience Minimum 5 years of relevant professional experience in energy audit. International experience will be an advantage, Knowledgeable in energy policies and energy management procedures of Malaysia will be an advantage, Experience with the ESCO business models (energy analysis and audits, energy management, project design and implementation, maintenance and operation, monitoring and evaluation of savings, property/facility management, energy and/or equipment supply, provision of service) will be an advantage, Experience with a facilities management company models will be an advantage Experience with energy management projects for Government institutions in Malaysia will be an advantage Education Requirement Bachelor s degree in Engineering. Masters degree will have an added advantage. Excellent command of office software, such as word processors and spreadsheets Language Requirement Proficient in English. Proficiency in Bahasa Malaysia will be an added advantage. DOCUMENTS TO BE INCLUDED WHEN SUBMITTING THE PROPOSALS Interested individuals must submit the following documents/information to demonstrate their qualifications: 1. Proposal on how your qualifications and experience can lead towards the successful deliverable of this assignment within the required timeframe, and provide a brief methodology on how you will approach and conduct the assignment; 2. Financial Proposal as provided. Alternatives are allowed;
6 3. Personal CV including areas of expertise and past experience in similar projects and at least three (3) references in the format of UN Personal History Form (P11 form). The UN Personal History Form (P11) is available at: NOTE Please save and upload all documents (proposals and P11 Form) into one PDF file.
7 ANNEX I: FINANCIAL PROPOSAL FORM From (Please Indicate full name): Date: Signature: Reference: Herewith I confirm my intent on provision of services in accordance with Terms of Reference. Given the above, please see below my financial proposal and its breakdown Activity Percentage Delivery time Upon Contract Signing and agreement of Workplan with project team Mobilization of measurement and monitoring equipment on site 5% Month 1 5% for each site 14% for Maximum of five (5) investment grade energy audit each report(s) of the building. report Total 100% Month 2-8 Month 4-12 Lump Sum (USD) Prices should be in US Dollars and include all expenses (including local travels, staffing and equipment) related to the assignment in Klang Valley including Kuala Lumpur, Shah Alam, Bangi and Putrajaya. The consultants are responsible for payment of all relevant taxes. Traveling arrangement outside Kuala Lumpur, Bangi and Putrajaya will be provided where necessary. Note: The BSEEP project team will not provide any equipment and technicians in executing the audit measurements. It is expected that the consultant to sufficiently resource himself/herself in carrying out the audit work (where it shall be included in the Financial Proposal).
8 ANNEX II: SCORING CRITERIA 1.0 EXPERIENCE OF BIDDER RELATED TO SERVICES (50% OF TECHNICAL PART) 1.1 Years of relevant working experience <no of years working more than 10 years: 5, 8 years: 4, 5 years :3> Experience in energy audit and energy management <gauge: no of years of experience, no of projects done> comparatively rate Experience in facilities management and ESCO for energy efficiency projects, programs and systems for energy efficiency projects <gauge: number of projects done> comparatively rate 2.0 TECHNICAL CAPABILITY (50% of TECHNICAL PART) 2.1 Education/ professional certifications <PhD:100%, MSc/MA: 80%, BSc/BA:60%>> Key Technical Skills related to project scope (understanding of energy policies,energy audit, energy management in Malaysia, facilities management) <full:100%, B:85%, C:70%:> Quality of proposal, methodology (soundness in meeting TOR, understandability, timeline) <A:100%, B:80%, C:70%> 2.4 Availability (no restrction/ no time limitation : 100%) ANNEX III: WEIGHTAGE CRITERIA Total Points: (Technical Grand Total x 70%) + (Financial Grand Total 30%) Technical score Score weight Points obtainable 1 Experience of bidder 35% Technical capability 35% 250 Financial score 1 Bid price 30% -
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