Consultant to Support Implementation of the Polish Residential Energy Efficiency Financing Facility ("Poland-REFF")

Project ID: 48190

Project title: Consultant to Support Implementation of the Polish Residential Energy Efficiency Financing Facility ("Poland-REFF")

Assignment Description:
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.

Duration: 36 months with the possibility of an extension (both in time and in budgetary terms as explained below).