OFFICIAL USE TERMS OF REFERENCE EUROPEAN BANK FOR RECONSTRUCTION AND DEVELOPMENT ENERGY EFFICIENCY IN PUBLIC BUILDINGS AUTONOMOUS PROVINCE OF VOJVODINA 1. INTRODUCTION The Autonomous Province of Vojvodina (APV) is committed to increasing the level of energy efficiency and renewable energy and is looking into unlocking the potential for financing energy efficiency in the building sector. There is a strong interest from the municipalities to refurbish the majority of the buildings as most of the building stock was constructed between 1950 and 1980 and remains in its original state. Improved thermal insulation, solar systems, LED lighting, buildings control, heat recovery and similar are some of the measures that should collectively lead to a projected average energy savings between 30-50 per cent, based on the EBRD's experience in the region Over the years, the importance awarded to aspects of the green economy in the Bank’s work has significantly increased, reflecting both the priorities of the EBRD countries of operations, as well as the growing attention to environmental sustainability at the international level. The Green Economy Transition (“GET”) was launched in 2015 to address the challenges of energy efficiency and climate change in its Countries of Operation (“CoO”), one of the most energy intensive regions in the world. There are three regions in APV: Backa, Banat and Srem with 19 municipalities in Bačka and Banat and seven municipalities in Srem. The aim of the study is to create a comprehensive database of public buildings in all 45 municipalities of AP Vojvodina, which would include buildings inventory for municipal, autonomous province and government buildings, analysis of energy consumption as well as recommendations for potential investors for thermal rehabilitation of identified/selected buildings. The first part would cover primary schools and pre-school institutions in AP Vojvodina. This would encompass the analysis of 760 facilities (233 primary schools, 404 kindergartens and 123 mixed). The second part would include an analysis of government buildings and buildings owned by APV. Pilot study has already been conducted for kindergartens and schools in five smaller municipalities in Banat: Bela Crkva, Opovo, Irig, Senta and Bač. OFFICIAL USE OFFICIAL USE 2. OBJECTIVES European Bank for Reconstruction and Development intends to explore the energy efficiency potential in public buildings, across a number of localities in AP Vojvodina (45 municipalities). The key objectives of the Assignment are as follows: i) Produce a detailed inventory of public buildings owned by the municipalities, autonomous province and government; ii) Identify and map out the localities and assess and the current state of the public buildings in AP Vojvodina in relation to energy efficiency. iii) Provide an estimate of the total energy saving potential of the identified building stock, achievable through energy efficient refurbishment (based on at least two energy performance scenarios for refurbishment) and prioritise buildings and investments for all the scenarios. iv) Develop financial strategy that would include an affordable and bankable strategic investment programme with a long-term perspective (10-15 years) according to best applicable technology, availability and replicability. v) Finalise and recommend who could be the potential beneficiaries of such projects, so that they can be considered for potential funding and mobilisation of grants, as relevant. 3. TASKS AND ACTIVITIES i. Review of public property: what is the type and size of public ownership on national, regional and municipal level, property rights, way of financing, arrangements for provision and finance of services (e.g. utility bills and maintenance costs), future plans in ownership changes (privatisation, outsourcing, etc.). ii. Review the level of activity in public sector energy efficiency improvements in buildings a) what types of buildings have been the subject of energy saving measures b) what programmes have been or are in place, or are planned to stimulate improvements in public buildings and how successful they have been. c) what market barriers have these activities highlighted. d) what can be learned from these past or current activities. iii. Prepare a building stock database and estimate energy efficiency potential a) Building stock inventory The aim of this task is to compile a comprehensive building stock database. This database should minimally include the following information on relevant municipal buildings: OFFICIAL USE OFFICIAL USE building type, year of construction, type of ownership, building condition, location, heated floor surface, occupancy rate, building energy consumption (based on real data preferably), and availability of technical documentation. Furthermore, the database should include other relevant information such as specific information on the technical condition of a building or other particular building features. The database should be presented in an excel format and should include the option to filter different categories of the buildings (i.e. schools, government office, kindergartens, hospitals, etc.). b) Review of the energy performance of the existing building stock The Consultant will conduct a review of the energy performance of the building stock and categorise buildings with common construction standards/energy performance. In addition the consultant will: - Calculate energy performance benchmarks and compare them with regional and EU benchmarks in a similar climatic zone. - Provide details on how energy use is measured and invoiced and provide an overview of energy tariffs applicable for the sector; - For each building category identify and examine the actual costs incurred for heating, electricity and hot water supply; - Define potential investment scenarios to be considered in relation to energy efficiency refurbishment. iv. Prioritise investment requirements The key activities of this task are as follows: a) Taking into consideration the factors above, estimate the energy efficiency potential of the building stock and propose a range of possible energy efficiency solutions, in line with the provisions of EBRD’s Green Economy Transition (GET) approach. b) Where feasible prepare a replicable solution for providing on-site renewable energy generation, for different categories of buildings considering the following: - available alternative energy resource and energy yield over a typical year - available space, - energy needs for heating and cooling - potential sale of excess energy to the local grid - electrical connection requirements. c) Based on the technical analysis above, propose appropriate financing strategy for energy efficiency improvements, indicating typical technical packages for each category and the required level of financial support (e.g. incentives) to trigger the interest of the OFFICIAL USE OFFICIAL USE municipalities and government to integrate energy efficiency in renovations plans. It is anticipated that several variations will be proposed taking account factors, such as the extent of refurbishment envisaged and the availability of further grants. d) Evaluation of financial viability (IRR, NPV) of typical EE measures using current energy price level and economic incentives. e) Identify and describe the main obstacles for successful implementation of the proposed models and provide recommendations for overcoming those barriers on various levels (legal, institutional, fiscal, financial, behavioural, awareness, etc.) and a potential role of the EBRD in this process; 4. IMPLEMENTATION AND DELIVERABLES The overall duration of the assignment is expected to be 4 months. The Consultant shall report to the EBRD’s Operation Leaders. Within 3 weeks of the Contract Start Date, the Consultant will submit an Inception Report. The Inception report will: (i) Review the existing documents from the previous work on this subject and identify any issues which have been encountered and have not been covered in the ToR (ii) Develop a Project Work Plan, which outlines in detail the sequence and timing of the tasks and deliverables. The Project Work Plan will be agreed with APV and EBRD and updated as required. (iii) Define suitable indicators to monitor and report against. This monitoring will be used for assignment management. 4.2 Data Capture Templates for energy baseline A set of templates for collecting information and conducting energy surveys for selected representative buildings and energy baseline development. 4.3 Interim Report and Database: Within 10 weeks of commencement of the assignment, the consultant will submit an Interim Report that will include: (i) Preliminary database with a brief description of the cities with respect to buildings stock including an assessment of the existing situation and facilities; (ii) energy benchmarking (iii)preliminary overview of cost savings to be achieved after implementation of the programme OFFICIAL USE OFFICIAL USE (iv) financing strategy for investment programme (v) assumptions to be used in creation of energy and financial model 4.3 Draft final report and database: Within 15 weeks of commencement of the assignment consultant shall submit to the Bank a draft final report covering in detail all points specified in Section 3 Tasks and Activities. The Bank will provide comments to the draft report within 10 working days from the submission. 4.4 Final Report: Within 10 days after receiving the feedback, the Consultant shall submit to the Bank the Final report with all the comments incorporated and addressed, as necessary. All deliverables will be provided in English and Serbian language. OFFICIAL USE .