United Nations Development Programme Title: Status and Analysis Wind Energy Training Education Skills and Capacity development Location: South Africa Application Deadline: 14 July 2017 Category: Climate change mitigation; renewable energy Type of Contract: Consultant, Individual Contract Languages Required: English Starting Date: (date when the selected candidate is expected to start): Immediate Expected Duration of Assignment: within 100 working days of signing of the contract 1. INTRODUCTION The South African Wind Energy Project Phase 2 (SAWEP 2) http://www.wasaproject.info/docs/sawep2prodoc.pdf is funded by the Global Environment Facility (GEF) with the Department of Energy as the Executing Entity/Implementing Partner, and supported by the United Nations Development Program (UNDP) South Africa Country Office. The project objective is to overcome barriers to the attainment of South Africa s 2010 Integrated Resource Plan target of 3,100 MW of wind power generation online by 2018/19. In order to achieve this, the project focusses on four components: Component 1: Monitoring and Evaluation of the implementation of local content requirements, Component 2: Resource-mapping and wind corridor development support for policymakers, Component 3: Support for the development of small-scale wind sector and Component 4: Training and human capital development for the wind energy sector. Each component is associated with specific outputs and a set of activities. 2. BACKGROUND This Terms of Reference (TOR) relates to the SAWEP 2 Component 4: Training and human capital development for the wind energy sector. Outputs 4.1 to 4.7 summarised below: Training programmes and curriculum development for trainees and train the trainers at TVET colleges and SARETEC. Development and support for building skills in the manufacturing value chain focusing on engineering fabrication and closely linked with RE IPPPP localization drive. Materials and or Equipment support in the delivery of approved wind energy related curricula. Training and the development of short executive courses for of all tiers of Government officials and industry professionals at SARETEC and support accreditation thereof at the necessary institutions During review of the SAWEP 2 Project Document with key stakeholders it came to light that several of the activities under the 7 proposed outputs are already being supported by Government e.g. Dept. Higher Education and Training and or donor programmes such as GIZ and Danish support programmes with the South African Renewable Technology Centre (SARETEC) established, the curriculum for the wind energy service technician finalized and the 1 st Wind Service Technicians have completed their training. Further the experience from training of wind service technicians shows that the direct link between training and industry is crucial. But even for the service technician training (with significant, clearly 1
defined and stable demand and supply for trainees) aligning training with industry demands and Government Economic Development Commitments (localization etc) in the RE IPPPP is not trivial at all. New areas that were identified: Training, education and skills development for local communities, practitioners and local government structures in understanding the working of community trusts, alternatives and community based socio economic developments/best practices as beneficiaries of the RE IPPPP. Need for physical infrastructure (class rooms) and the appointment of additional lecturers. There is generally support available for equipment and training of lecturers but lacking the space for the equipment and lecturers to teach. Higher wind energy education support: Besides wind energy courses as part of graduate, post graduate studies, there are currently no formal and dedicated wind energy education bachelor degree and higher (National Qualifications Framework NQF level 7 and higher) in South Africa. Understandable the current emphasis, need is for trained wind energy technicians and artisans. However, taking Denmark as an example with dedicated graduate and post graduate wind energy studies, a need/demand will also arise in South Africa for more dedicated graduate and post graduate wind energy education to support and to ensure that the wind industry in South Africa grows and matures. Manufacturing value chain focusing on engineering fabrication which does not necessarily mean new but could be coming from other industries like the automotive industry (gear boxes, for example) mechatronics and electric fields as well as boat building (composite blade manufacturing) Several wind turbine suppliers are actively pursuing long term wind energy training and services beyond OEM warranty as a viable business opportunity that could help to buffer volatility in their wind turbines sales. This needs to be factored in so as to avoid potential confusion, duplication and to optimize the contributions of Government, public and private sector contributions towards sustainable and quality wind energy training, education, skills and capacity development in South Africa. 3. OBJECTIVE To define and describe SAWEP 2 support for Wind Energy Training, Education, Skills and Capacity Development in South Africa with the highest impact, including updating of the SAWEP 2 Project document Component 4, outputs, activities and Project Results Framework were necessary and in sufficient detail that it will form the basis for the development of terms of references. 4. SCOPE OF WORK 4.1 Status of Wind Energy Training, Education, Skills and Capacity Development in South Africa The service provider will identify key stakeholders, develop and undertake a detail survey of the current status of Wind Energy Training, Education, Skills and Capacity Development in South Africa At minimum the key stakeholders will include: National Government DHET: University Branch, National Skills fund (NSF), Technical and Vocational Education and Training (TVET) branch, National Artisan Development Branch (NAD), Sector Education and Training Authorities (SETAs) DoE: Head Office (dealing with IPP), DoE IPP Office DST: Technology Localisation Implementation Unit (TLIU) DTI: Industrial Development Policy Division, Green Industries Department of Small Business Development (DSBD) National Informal Business Upliftment Strategy (NIMBUS) Small Enterprise Development Agency (SEDA) 2
Relevant Provincial & local government departments dealing with the implementation/monitoring/coordination of the RE IPPPPs Eastern Cape (Provincial Skills Development Forum) Western Cape (GreenCape) Northern Cape South African Local Government Association (SALGA) Training Institutions SARETEC TVET Colleges (Port Elizabeth) Universities (Stellenbosch, North West, Cape Town, Wits, Nelson Mandela Metropolitan University) Donors GIZ (Skills Development for Green Jobs (SDGJ) Danish Embassy, etc. Eskom NERSA SABS Industry Associations SAWEA (Communities for Wind, Skills development Working Groups) SAREC Private Sector/NGO s/community Progressgreen (http://progressgreen.co.za/) Karoo Development Foundation (http://www.karoofoundation.co.za/index.html) Community Trusts, Cooperatives, other structures benefitting from the REIPPP, etc At minimum, the survey will contain: Name and contact details (name, designation/position in the organisation, email, tel/cell number) Type of organization, Government (specify), private sector, industry, NGO, Community Role, interest in Wind Energy Training, Education, Skills and Capacity Development Training, curriculum development, research, policy development/implementation (list), legal and regulatory development/implementation (list), Monitoring and Evaluation, funding/donor, employer, community development, engineering (automotive), recipient of RE IPPPP investment, decision making Name of relevant projects supported, ongoing, planned, status of completion, funding source, objective, goal, target group, deliverables, status of results (reported, implemented) Resources (man power, equipment, budget, facilities) Problems, obstacles encountered, how overcome, not overcome Collaboration, integration with other stakeholders, initiatives (e.g. RE IPPPP economic and enterprise development criteria (name, area of cooperation) Stakeholder recommendations for sustainable Wind Energy Training, Education, Skills and Capacity Development in South Africa 4.2 Stakeholder Survey results and analysis The service provider will construct and summarise the findings of the survey in a Stakeholder Analysis Matrix focusing on: the basic characteristics of the stakeholders their interests and how do they fit and are affected in the Wind Energy Training, Education, Skills development and Capacity value chain their capacity and motivation to bring about change the possible action to address their interest/problem program and invitees overlap, gaps identified collaboration opportunities identified potential conflict areas identified 3
4.3 Stakeholder workshop The service provider will organize and conduct a one day workshop in Gauteng Province in which the service provider will present his Stakeholder Analysis Matrix findings and lead a brainstorming session with key stakeholders (plus minus 50) with the outcome recommendations for SAWEP 2 achievable outputs, activities and targets in support of Wind Energy Education, Training, Skills and Capacity Development and which has the best change for the highest impact in the remaining budget and timeframe of SAWEP 2. The service provider will consult with the Project Coordination Unit (PCU) on the workshop invitees and program. 4.4 SAWEP 2 Project document, Component 4, outputs, activities and project results framework updated and ready for implementation. The service provider will and based on the recommendations of the stakeholder workshop consolidate, describe and update the SAWEP 2 Project document Component 4, outputs, activities and Project Results Framework (Project objectives, indicators, risks and assumptions) were necessary and in sufficient detail that it will form the basis for the development of terms of references. 5. DELIVERABLES Deliverable Description, Content Time frame Deliverable 1: Inception Deliverable 2: Progress Attend inception briefing meeting, and thereafter produce Inception detailing comprehensive approach and methodology, work plan and timeline of activities, and related specific details such as the stakeholder list, organisations, names and contact details to be included in the survey (see 4.1). Results and findings of the survey with Stakeholder Analysis Matrix (see 4.2) 10 days after inception briefing Deliverable 3: Draft (encompassing 4.3 above, following the Stakeholder workshop) Deliverable 4: Final See 4.3 and 4.4 above for the stakeholder workshop (to be held in Gauteng); recommendations for SAWEP 2 achievable outputs, activities and targets in support of Wind Energy Education, Training, Skills and Capacity Development; Component 4, outputs, activities and Project Results Framework described, updated and ready for implementation. Incorporating revisions, and confirming approval. Within 100 working days of signing of the contract. 6. CONTRACT PERIOD The project should be completed within 100 working days of signing of the contract. 7. MINIMUM REQUIREMENTS The service provider must have a post graduate degree in science, energy, economics, engineering or related field. Proven, minimum 5 years, experience in working with tertiary training and education institutions, preferable in renewable energy (wind). Professional, hands-on experience and proven track record on report writing of projects of a similar nature and size. Experience in professional communication and reporting at all levels. 4
8. PROJECT ADMINISTRATION Whilst the contract is held with UNDP, the work will be overseen by the Project Coordination Unit (PCU) comprising of the Project Manager and DoE Renewable Energy Project Manager. 9. EVALUATION CRITERIA The evaluation of proposals will be conducted according to UNDP procurement rules. A two-stage procedure is utilised in evaluating the proposals, with evaluation of the technical proposal being completed prior to any price proposal being opened and compared. The price proposal of the proposals will be opened only for submissions that passed the minimum technical score of 70% of the obtainable score of 100 points in the evaluation of the technical proposals. The technical proposal is evaluated based on its responsiveness to the Term of Reference (TOR). In the second stage, the price proposal of all contractors, who have attained minimum 70% score in the technical evaluation will be compared, where the least costly proposal will be recommended for contracting. Technical Evaluation Criteria Criteria Documented experience in the conceptualization and the development of project objectives, outcomes and activities for wind energy training and education will be an advantage Proposed Methodology (A clear methodology. The methodology must outline how the Scope of Work will be carried out according to each deliverable). Proposed Work Plan (Detailed work plan with milestones, timelines and resources and designated responsibilities of the team leader and individual members must be indicated in the proposal for achieving of the deliverables). Professional, hands-on experience and proven track record on report writing of projects of a similar nature and size Experience in professional communication at workshops and stakeholder consultations 10 Qualifications 10 Max points 20 25 25 10 10 RESPONSE FORMAT To facilitate the analysis of responses, all interested parties are required to prepare their response in accordance with the instructions outlined in this section. All proposals should be electronically generated. The vendor will be hired on a UNDP contract. Applicants are required to submit the following documentation to procurement.za@undp.org on or before 14 July 2017 with the subject line: Job Code Title and Reference Number. A Technical Proposal: Letter of Interest, stating why you consider your service suitable for the assignment with proposed methodology and work plan on the approach and implementation of the assignment; Evidence and examples of similar projects that have been successfully completed; Personal CVs highlighting qualifications and experience in similar projects; Work references - contact details (e-mail addresses) of referees (organisation for whom you ve produced similar assignments); All-inclusive financial proposal indicating consultancy fee (South African Rand) and a breakdown of expenses/reimbursables (unit price together with any other expenses) related to the assignment. Expenses/reimbursables will be reimbursed at actual cost. The proposal must incorporate all the costs travel etc for the service provider to achieve the required deliverables, including the organization and payment of the workshop venue and catering (workshop participants to cover their own travel and accommodation costs etc and where applicable) 11 ENQUIRIES Enquiries for this call for proposal need to be submitted to: procurement.za@undp.org subject line: Enquiries Job Code Title and Reference Number. 5