Developing and Implementing the First Pilot Training and Certification for Energy Management Professionals in Egypt

1. Background

The Certified Energy Management Professional training and certification scheme is to be conducted in Egypt in cooperation with the Ministry of Electricity and the League of Arab States.
This training and certification scheme is being organized based on article 7 of the Arab Energy Efficiency (EE) Guideline that was adopted by the Council of Electricity Ministers of the League of Arab States (LAS) according to resolution no. 195 of their 26th meeting.
Article VII:  Availability of qualification, accreditation and certificates schemes
In order to achieve a high level of technical competence, objectivity and trust, member states should, when necessary, ensure the availability of appropriate qualifications and certification schemes suitable for the accreditation of the providers of energy services and energy audit studies as well as measures to improve energy efficiency.
Launching of such training and certification for energy management professionals can also serve the market needs and regulations such as the New Electricity Law of Egypt/Article 48 which mandates large users of electricity to assign an energy manager with reporting responsibilities.
The New Electricity Law of Egypt under Article 48: is about mandatory appointment of an energy manager for consumers with more than 500 kW contracted load and improvement of end user electricity efficiency. This needs certified energy managers and the form and manner how training, examination and certification are handled.
The training and certification scheme will provide a sound overview for EE opportunities and their identification in buildings/industry with a certification exam.
1.1     Objective
The overall objective of the services required under this assignment is to develop, implement and evaluate the first Certified Energy Management Professional pilot training and certification scheme in Egypt. This comes  based on the request from the Ministry of Electricity & Renewable Energy (MoERE) to provide energy efficiency training for large electricity consumers that fall under article 48 of the new Electricity Law and to enhance their capacity for meeting the related energy reporting requirement as well as the  energy savings intension of such article. Upon the successful implementation of the Pilot training and certification workshop and proper enforcement of the new electricity law, private sector as well as the ministry will see the benefit of such professional training and certification resulting in demand and/or enforcement of such programs resulting in more good jobs creation. This can be considered a triple-win in terms of macro, micro and individual levels. 
This pilot scheme is carried out with the perspective of upscaling and replication in Egypt and other countries in the MENA region, in case positive evaluation and related requests are granted after successfully delivering the pilot training and certification in Egypt.
2. Scope of Work
In development and implementation of the pilot scheme, the concept and content of the training (including materials, presentations and exams) must be aligned with the objective of the pilot training workshop. In addition, the trainer/consultant has to show to which extent the training concept and content correspond to the existing and recognized EE training programs and quality schemes at regional or international levels.
The following provides an initial guidance for the scope of the technical training contents:
- Regional and National EE regulations, programs and standards
- Compressed Air Systems
- Energy Management Systems
- Electrical Systems & Power Quality
- Energy Conservation in Buildings & HVAC Systems
- Energy Conservation in Boilers & Steam Systems
- On-site Generation and Cogeneration
- Basics of Water Treatment
- Energy Efficiency In Electrical Systems
- Refrigeration Systems & Cooling Towers
- Energy conservation in Fans & Pumps
- Demand Side Management
- Energy Audit & Energy Analysis
- Alternative Energy Sources
- Energy conservation in refrigeration systems
- Transformer Load management
- Energy Conservations in Kitchens and Laundries
- Financial Analysis of Energy Project
- Escos and Measurements  and Verifications
- Instrumentation & Useful Software

3. Description of Tasks

This assignment is to be carried out in 3 main tasks:
3.1     Task 1: Preparation of the training workshop:
The trainer/consultant shall design, prepare for a five day practical training workshop in Cairo. This task is to be finalized and delivered in 6 weeks from start of the assignment, including:
  1. Finalize the training workshop agenda and detailed session plans.
  2. Prepare the presentations and support training materials to be copied on a CD, memory stick or hardcopies for distribution to participants on the first day of the training workshop.
  3. Prepare a 3-hours exam (questions and answers) to be administered at the end of the training workshop.
3.2     Task 2: Conducting the training workshop and administering the exam:
Expected delivery is during the second half of 2016 in Cairo, Egypt.
  1. The trainer/consultant will deliver the 5-day training workshop.
  2. At the end of the 5-day training workshop, the exam will be administered.
3.3     Task 3: Follow-up and evaluation of the entire training workshop and certification scheme:
To be finalized and delivered within two weeks after the training workshop.
The trainer/consultant will correct the exam based on the model answers and return the corrected exam sheets and a table of the marks within 3 working days after the training workshop.
The trainer/consultant must provide a report within two weeks after the training workshop, summarizing the training workshop findings and recommendations for improvement. In addition, the trainer/consultant shall analyse the overall training and certification scheme based on the outcomes of this pilot and make recommendations and projection for the next steps based on these results including recommendations relating to:
- Financial aspects: possible sources of revenue generation and/or refinancing mechanisms that can be envisaged, taking into account the projected market size for EE in Egypt in the near to medium term future.
- Regulatory aspects: necessary and potential support from the Egyptian government in the development of an application-oriented and quality-based EE training system, also considering the current work on the NEEAP and others. 
4. Reporting and Deliverables
The assigned trainer/consultant must deliver the following requirements within the mentioned deadlines:
  1. 5 day training agenda and detailed sessions’ plan
Within 6 weeks after
signing contract
  1. Power-point presentations
  1. Support documentation / training materials
  1. Questions and model answers for a 3-hour exam
  1. Delivering the 5-day training workshop
July – December 2016
  1. Administering a 3-hour (open book) exam questions
  1. Returning the corrected exam sheets (based on the model answers) and table of marks
Max. 3 days after the training workshop
  1. Final report, including feedback, evaluation and recommendations
Max. 2 weeks after the training workshop
5. Qualifications and Responsibility
The assigned trainer/consultant must be:
  1. Fluent English speaker,
  2. With substantial and relevant practical work experience in energy management and training in buildings and industrial facilities in Egypt (at least 10 years),
  3. Positive personality with strong communication skills,
  4. Have international and regional background (preferable work experience in the Arab region, e.g. Tunisia, Egypt, Morocco, Jordan, Lebanon, etc.),
  5. Have conducted similar assignments in the recent past (preferable)
This assignment needs to be implemented in the second half of 2016 and must be conducted in close coordination with RE-ACTIVATE/RCREEE team in Cairo and all partners concerned. The trainer/team is responsible for the delivery of all contents based on the scope of work with respect to the reporting schedule.
6. Contracting Party and Beneficiary
The trainer/consultant will enter into a consultancy/training contract with RCREEE according to its internal regulation and terms of contracting.
7. Risk and Challenges
A risk can be considered as an uncertainty that can be a threat to future development. The following are some major risks involved with energy efficiency deployment in Egypt from the different perspectives:
  1. From the end user perspective: Uncertainties about future local fuel pricing and performance of the energy efficiency measures in terms of technical viability and profitability.
  2. From the solution provider / equipment suppliers perspective: Uncertainties about future development of exchange rates, future local fuel prices (subsidies, taxation, availability of gas and the uncertainties of policy direction relating to energy efficiency
  3. From the public sector perspective: Uncertainty on the political front of the energy efficiency targets and lack of policy directions at national level
Challenges can be considered as obstacle for positive future development. Lack of awareness, missing trust, negative perception, low fuel prices, long payback period, lack of industry interest are among the common challenges that face the deployment of energy efficiency in Egypt.
Article 48 of the new electricity law and its related executive directions such articles 64-67, do not require any specific qualifications, certification or training for the person to be assigned as responsible for the energy file. They are more related to reporting requirements of energy and energy efficiency plans and activities for the large users.
The main risk and associated challenge is to convince the private sector, mainly large users that fall under article 48 of the new electricity law, and/or the ministry of the triple-win value that a certified energy management professional can bring resulting in future demand for such professional training and certification.
8. Provisions
  1. All activities need to be in a strong accordance with the above mentioned requirements and based on state-of-the-art in knowledge as well as international standards.
  2. RE-ACTIVATE / RCREEE will have the copyrights to use all the developed training materials elsewhere after this training workshop in Cairo (Egypt). 
  3. The trainer/consultant can contract qualified national trainer(s) and his/their CVs should be submitted with the offer and accepted by RE-ACTIVATE/RCREEE.
    In this case, the contract will be signed with the lead trainer/consultant or his company and he will be responsible for the communication and deliverables.
  4. The reports should be submitted in English.
  5. The bidders could be individual trainer/consultant OR training team.
9. Terms of Payment
The following payment installments will be made according to the agreed deliverables:
  • Advance payment of 25% in accordance with RCREEE regulations upon signing the contract.
  • Interim payment of 25% in accordance with RCREEE regulations against RCREEE acceptance of deliverables relating to task 1: Preparation of the training workshop (sessions plan, material and exam with model answers)
  • Interim payment of 35% in accordance with RCREEE regulations against RCREEE acceptance of deliverables relating to task 2: Conducting the training workshop, administering and correcting the exam.
  • Final payment of 25% in accordance with RCREEE regulations against RCREEE acceptance of deliverables relating to task 3: Final report including feedback, training workshop evaluation and suggestions for possible improvements, as well as recommendations for its sustainability from the financial and regulatory perspectives.
10. Offer Submission, Direction of Work and Coordination
The trainer/team should send separate signed and stamped technical and financial proposals by email in PDF format, no later than 31st July 2016. All proposals must be sent to the contacts below:
Mohamed Salah, Financial and Administration Department ( [email protected])
The technical offer should include CVs, past trainer/team’s experience, a comprehensive implementation plan, time schedule and the strategy of the trainer to approach the target of the ToR.
The financial offer should be broken down and inclusive all related fees, taxes and all other expenses (communication, materials, etc.) in accordance with applicable laws and relevant RCREEE regulations. 
The trainer/team will coordinate all stages with RE-ACTIVATE/RCREEE, where Eng. Ammar Al-Taher ([email protected]) will serve as focal point.
Trainer/consultant Selection
RCREEE will only contact short listed trainer/team based RCREEE’s internal regulations and policies. RCREEE has the right to accept or refuse any offers without any justifications.