UNOPS
RFP Philippines Energy Regulatory Improvement and Battery Energy Market Mechanism Support Program Request for proposal

Reference: RFP/2021/25142
Beneficiary country(ies): Multiple destinations (see 'Countries' tab below)
Registration level: Basic
Published on: 13-Aug-2021
Deadline on: 17-Sep-2021 10:00 0.00

Description
Tender description: This tender is for the provision of consultancy service for Philippines Energy Regulatory Improvement and Battery Energy Market Mechanism Support Program

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IMPORTANT NOTE: Interested vendors must respond to this tender using the UNOPS eSourcing system, via the UNGM portal. In order to access the full UNOPS tender details, request clarifications on the tender, and submit a vendor response to a tender using the system, vendors need to be registered as a UNOPS vendor at the UNGM portal and be logged into UNGM. For guidance on how to register on UNGM and submit responses to UNOPS tenders in the UNOPS eSourcing system, please refer to the user guide and other resources available at: https://esourcing.unops.org/#/Help/Guides

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UNSPSC
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This tender has been posted through the UNOPS eSourcing system. / Cet avis a été publié au moyen du système eSourcing de l'UNOPS. / Esta licitación ha sido publicada usando el sistema eSourcing de UNOPS. Vendor Guide / Guide pour Fournisseurs / Guíra para Proveedores: https://esourcing.unops.org/#/Help/Guides
First name: N/A
Surname: N/A
This tender integrates considerations for one or a few sustainability indicators but does not meet the requirements to be considered as sustainable
Gender issues Social

The tender contains sustainability considerations addressing gender equality and women's empowerment.

Examples:

Gender mainstreaming, targeted employment of women, promotion of women-owned businesses.

Countries/territories
Afghanistan
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Algeria
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Canada
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China
Christmas Island
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Cook Islands
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Côte d'Ivoire
Croatia
Cuba
Cyprus
Czech Republic
Congo, The Democratic Republic of the
Denmark
Djibouti
Dominica
Dominican Republic
Timor-Leste
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas) - A dispute exists between the Governments of Argentina and the United Kingdom of Great Britain and Northern Ireland concerning sovereignty over the Falkland Islands (Malvinas)
Faroe Islands
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France
French Guiana
French Polynesia
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Hungary
Iceland
India
Indonesia
Iran, Islamic Republic of
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jordan
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Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
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Lesotho
Liberia
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Luxembourg
Macao, Special Administrative Region of China
Macedonia, the former Yugoslav Republic
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
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Poland
Portugal
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United States of America
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Virgin Islands, British
Virgin Islands, U. S.
Wallis and Futuna Islands
Western Sahara
Yemen
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Zimbabwe
Antarctica
Palestine, State of
Serbia, Republic of
Montenegro
Kosovo
South Sudan
J  -  Services
81000000  -  Engineering and Research and Technology Based Services
81100000  -  Professional engineering services
81101500  -  Civil engineering
81101516  -  Energy or utility consulting service
New clarification added: Q: How do the three objectives above (that are to do with assessing the feasibility of policies and measures to meet emissions abatement targets) match with the purpose of the two components of work (A and B) listed in the RFP, which states that “the Project will provide technical assistance for the ERC (Component A) and PEMC (Component B) in the strategic context of evolving role of power sector regulation, the regulator and the emerging objectives; as well as to establish rule-based market operations in which battery energy storage can be extended to enable and to maintain a course for development of low-carbon electricity systems.”A: Please ignore the first paragraph of the Request for Proposals, this project is focused on PEMC and ERC only. Q: In the main body of the  RFQ there seems to be a focus on assessing current regulatory arrangements (standards, codes, rules, and regulations) and future regulatory options, and providing technical advice to  ERC on an overarching regulatory framework (and to the PEMC on establishing a framework and rules for the coordinated operations and governance of ESS), whereas in objectives above the focus appears to be on assessing programs and policies – which focus is right? That is, one is rules-based and focused on market mechanisms and one is policy-based and focused on incentive programs, and these are quite different forms of assessment.A: Please ignore the first paragraph of the Request for Proposals, this project is focused on PEMC and ERC only. The focus is on the regulatory improvement (Component A) and design and implementation of the energy battery storage market mechanism (Component B). Q: Similarly, is there an expectation that this work involves delivery of specific regulatory/market rules design and/or reform requirements, or that it provides some high level principles that should be adopted in a reform process? It is not clear from the deliverables what level of detail and focus is expected.A: The project delivers the specific market design, provides for the necessary consultations and testing, and provides support to implementation. 

Changed/edited on: 09-Sep-2021 04:17
Changed/edited by: webservice@unops.org
New clarification added: Q: How do the three objectives above (that are to do with assessing the feasibility of policies and measures to meet emissions abatement targets) match with the purpose of the two components of work (A and B) listed in the RFP, which states that “the Project will provide technical assistance for the ERC (Component A) and PEMC (Component B) in the strategic context of evolving role of power sector regulation, the regulator and the emerging objectives; as well as to establish rule-based market operations in which battery energy storage can be extended to enable and to maintain a course for development of low-carbon electricity systems.”A: Please ignore the first paragraph of the Request for Proposals, this project is focused on PEMC and ERC only. Q: In the main body of the  RFQ there seems to be a focus on assessing current regulatory arrangements (standards, codes, rules, and regulations) and future regulatory options, and providing technical advice to  ERC on an overarching regulatory framework (and to the PEMC on establishing a framework and rules for the coordinated operations and governance of ESS), whereas in objectives above the focus appears to be on assessing programs and policies – which focus is right? That is, one is rules-based and focused on market mechanisms and one is policy-based and focused on incentive programs, and these are quite different forms of assessment.A: Please ignore the first paragraph of the Request for Proposals, this project is focused on PEMC and ERC only. The focus is on the regulatory improvement (Component A) and design and implementation of the energy battery storage market mechanism (Component B). Q: Similarly, is there an expectation that this work involves delivery of specific regulatory/market rules design and/or reform requirements, or that it provides some high level principles that should be adopted in a reform process? It is not clear from the deliverables what level of detail and focus is expected.A: The project delivers the specific market design, provides for the necessary consultations and testing, and provides support to implementation. 

Changed/edited on: 09-Sep-2021 04:07
Changed/edited by: webservice@unops.org
New clarification added: Q: How do the three objectives above (that are to do with assessing the feasibility of policies and measures to meet emissions abatement targets) match with the purpose of the two components of work (A and B) listed in the RFP, which states that “the Project will provide technical assistance for the ERC (Component A) and PEMC (Component B) in the strategic context of evolving role of power sector regulation, the regulator and the emerging objectives; as well as to establish rule-based market operations in which battery energy storage can be extended to enable and to maintain a course for development of low-carbon electricity systems.”A: Please ignore the first paragraph of the Request for Proposals, this project is focused on PEMC and ERC only. Q: In the main body of the  RFQ there seems to be a focus on assessing current regulatory arrangements (standards, codes, rules, and regulations) and future regulatory options, and providing technical advice to  ERC on an overarching regulatory framework (and to the PEMC on establishing a framework and rules for the coordinated operations and governance of ESS), whereas in objectives above the focus appears to be on assessing programs and policies – which focus is right? That is, one is rules-based and focused on market mechanisms and one is policy-based and focused on incentive programs, and these are quite different forms of assessment.A: Please ignore the first paragraph of the Request for Proposals, this project is focused on PEMC and ERC only. The focus is on the regulatory improvement (Component A) and design and implementation of the energy battery storage market mechanism (Component B). Q: Similarly, is there an expectation that this work involves delivery of specific regulatory/market rules design and/or reform requirements, or that it provides some high level principles that should be adopted in a reform process? It is not clear from the deliverables what level of detail and focus is expected.A: The project delivers the specific market design, provides for the necessary consultations and testing, and provides support to implementation. 

Changed/edited on: 09-Sep-2021 04:05
Changed/edited by: webservice@unops.org
New clarification added: Q: How do the three objectives above (that are to do with assessing the feasibility of policies and measures to meet emissions abatement targets) match with the purpose of the two components of work (A and B) listed in the RFP, which states that “the Project will provide technical assistance for the ERC (Component A) and PEMC (Component B) in the strategic context of evolving role of power sector regulation, the regulator and the emerging objectives; as well as to establish rule-based market operations in which battery energy storage can be extended to enable and to maintain a course for development of low-carbon electricity systems.”A: Please ignore the first paragraph of the Request for Proposals, this project is focused on PEMC and ERC only. Q: In the main body of the  RFQ there seems to be a focus on assessing current regulatory arrangements (standards, codes, rules, and regulations) and future regulatory options, and providing technical advice to  ERC on an overarching regulatory framework (and to the PEMC on establishing a framework and rules for the coordinated operations and governance of ESS), whereas in objectives above the focus appears to be on assessing programs and policies – which focus is right? That is, one is rules-based and focused on market mechanisms and one is policy-based and focused on incentive programs, and these are quite different forms of assessment.A: Please ignore the first paragraph of the Request for Proposals, this project is focused on PEMC and ERC only. The focus is on the regulatory improvement (Component A) and design and implementation of the energy battery storage market mechanism (Component B). Q: Similarly, is there an expectation that this work involves delivery of specific regulatory/market rules design and/or reform requirements, or that it provides some high level principles that should be adopted in a reform process? It is not clear from the deliverables what level of detail and focus is expected.A: The project delivers the specific market design, provides for the necessary consultations and testing, and provides support to implementation. 

Changed/edited on: 09-Sep-2021 04:02
Changed/edited by: webservice@unops.org
New clarification added: Q: How do the three objectives above (that are to do with assessing the feasibility of policies and measures to meet emissions abatement targets) match with the purpose of the two components of work (A and B) listed in the RFP, which states that “the Project will provide technical assistance for the ERC (Component A) and PEMC (Component B) in the strategic context of evolving role of power sector regulation, the regulator and the emerging objectives; as well as to establish rule-based market operations in which battery energy storage can be extended to enable and to maintain a course for development of low-carbon electricity systems.”A: Please ignore the first paragraph of the Request for Proposals, this project is focused on PEMC and ERC only. Q: In the main body of the  RFQ there seems to be a focus on assessing current regulatory arrangements (standards, codes, rules, and regulations) and future regulatory options, and providing technical advice to  ERC on an overarching regulatory framework (and to the PEMC on establishing a framework and rules for the coordinated operations and governance of ESS), whereas in objectives above the focus appears to be on assessing programs and policies – which focus is right? That is, one is rules-based and focused on market mechanisms and one is policy-based and focused on incentive programs, and these are quite different forms of assessment.A: Please ignore the first paragraph of the Request for Proposals, this project is focused on PEMC and ERC only. The focus is on the regulatory improvement (Component A) and design and implementation of the energy battery storage market mechanism (Component B). Q: Similarly, is there an expectation that this work involves delivery of specific regulatory/market rules design and/or reform requirements, or that it provides some high level principles that should be adopted in a reform process? It is not clear from the deliverables what level of detail and focus is expected.A: The project delivers the specific market design, provides for the necessary consultations and testing, and provides support to implementation. 

Changed/edited on: 09-Sep-2021 03:58
Changed/edited by: webservice@unops.org
New amendment added #4: This amendment is to revise Final Report detail under item X. Timeline, extend the tender deadline to 17 September, and revise the clarification deadline to 10 Sepbember.

Changed/edited on: 08-Sep-2021 12:35
Changed/edited by: webservice@unops.org
New clarification added: Q: Measuring and monitoring the implementation of Clean Energy Scenario (CES) policies and measures: Is this forward-looking or backward-looking? What is required here? General advice and recommendations on how to evaluate and monitor future CES policy measures, and/or analysis of policies and measures to date? Or a tool to assess the costs and benefits of policy measures? A: Please ignore the first paragraph of the Request for Proposals, this project is focused on PEMC and ERC only. Q: Assessing the feasibility and sustainability of fast tracking CES 2030 targets by 2025; and 2040 targets by 2030 and 2035. Is the expectation to use a detailed market/plexos model of the Philippines electricity and gas markets, or to provide high level advice on the likelihood or otherwise of achieving targets if they are fast tracked, based on historical, scientific, technical, economic, etc information? And if the latter, to identify where programs may conflict, and where there are barriers, that may reduce the ability of reaching targets either at all or sooner?A: Please ignore the first paragraph of the Request for Proposals, this project is focused on PEMC and ERC only. Q: Modelling tools and capacity building for the Department of Energy (DOE) and its stakeholders. What type of capacity is expected to be built? Does it mean providing tools and advice on what methods the DoE and its stakeholders should use to suitably manage a transition to renewables, or is it more specific or detailed than that? A: The first paragraph of the Request for Proposals should be ignored. The project is focused on PEMC and REC.Q: For preparing a competitive response, can UNOPS grant a further extension of 2 weeks in the submission deadline? A: We will extend the submission deadline until 17 September 2021, 5 PM Bangkok Time.We will answer the other questions shortly. Thanks for the patience.

Changed/edited on: 08-Sep-2021 11:56
Changed/edited by: webservice@unops.org
New clarification added: QUESTION:Is there any page limit on the CVs to be included as per Form F?ANSWER:No, there is no page limit for the CV. Notes:  We understand you have sent 2 sets of questions a few days ago and again yesterday. We are preparing the responses to these  questions, you do not need to repost the same questions. 

Changed/edited on: 08-Sep-2021 06:52
Changed/edited by: webservice@unops.org
New clarification added: QUESTION What is the source of funding?ANSWERThis tender is part of Energy Transition Partnership Program that is hosted  by UNOPS, which is a multi-donor programme with funding from international donors, philanthropies, and Southeast Asian governments.  

Changed/edited on: 07-Sep-2021 07:35
Changed/edited by: webservice@unops.org
New amendment added #3: This amendment is to delete point no 1 of the Background and Introduction, and revise the deadline for clarifications (from 6-8 Sept)

Changed/edited on: 06-Sep-2021 08:51
Changed/edited by: webservice@unops.org
New clarification added: Questions&Answers:Q: The scope introduction refers to a request for proposals for(i) identifying a Measurement and Monitoring of the Implementation of Clean Energy Scenario Policies and Measures;(ii) Assessment of Feasibility and Sustainability of Fast Tracking CES 2030 targets by 2025; 2040 targets by 2030 and 2035; and(iii) Modeling Tools and Capacity Building for Department of Energy (DOE) and its Stakeholders.The rest of the document refers to (A) upgrading energy regulations and (B) design and implementation of BESS market mechanism.Other than paragraph 1 and deliverables (final report) the scope does not refer to measurement, monitoring, fast tracking CES, or modelling.Can you please clarify the expectations for the scope and final report, specifically with regard to the items listed in para 1 and the final report? Is there an expectation of- market modelling to be undertaken?- specific scenarios to be modelled? (fast-tracking CES?)  - training and licencing of models for ERC or PEMC use?A: Please ignore the first paragraph altogether. It is in the document inadvertently and does not belong there. We will revise the TOR with taking out the very 1st paragraph.Q: Does the scope of advice refer only to utility scale renewable and battery systems, or does it also include “behind the meter” rooftop PV and batteries (eg household and commercial systems)?For example, the ability to centrally control rooftop PV to limit grid exports (given issues of minimum demand etc)A: The scope of the regulations are given in the legal and policy framework. The Consultant is expected to be familiar with the regulatory context of the Philippine energy sector. It is our understanding that the coverage is the broadest possible, unless otherwise redefined by ERC during project Inception Phase.Q: The scope on “revisiting existing technical, operating and performance standards” refers to a review of all existing regulations, including the national grid code, distribution code, other ERC resolutions, rules and regulations.We note that ERC and PEMC will ensure all data and documents are available. Are you able to provide a list of what existing documents are within scope to be reviewed? A: ERC and PEMC will provide all available documentation to the consultants. We do not have such a list. Fact Finding will be conducted under the Consultancy Fact Finding and will be reflected in the Consultant’s Inception Report.  Q:Under component B it refers to possible enhancements to market design: is a review of existing market design within scope? A: Yes, a review is required in order to be able to design the enhancements. Q: The scope refers to “the implementation methodology also assures legally and otherwise required consultations”  (para 23). Does the scope require the consultant to provide legal advice? A: Development of the regulations need to be coherent with respect to the Philippine legal and policy framework for the energy transition sector and ERC. The Consultant is expected to have a full appreciation of the legal and policy framework and a thorough understanding of the related implications and impacts on the proposed regulations. Q: On the briefing call it was mentioned that for the “capacity building” requirements, an on the ground presence would be required subject to COVID travel restrictions. Is there any contingency if travel restrictions continue? A: In case the travel restrictions prevent travel, on-line implementation is expected. When the restrictions allow, in presence support should be considered given the depth of the program. Best Regards,

Changed/edited on: 06-Sep-2021 05:19
Changed/edited by: webservice@unops.org
New clarification added: Questions&Answers:Q: The scope introduction refers to a request for proposals for(i) identifying a Measurement and Monitoring of the Implementation of Clean Energy Scenario Policies and Measures;(ii) Assessment of Feasibility and Sustainability of Fast Tracking CES 2030 targets by 2025; 2040 targets by 2030 and 2035; and(iii) Modeling Tools and Capacity Building for Department of Energy (DOE) and its Stakeholders.The rest of the document refers to (A) upgrading energy regulations and (B) design and implementation of BESS market mechanism.Other than paragraph 1 and deliverables (final report) the scope does not refer to measurement, monitoring, fast tracking CES, or modelling.Can you please clarify the expectations for the scope and final report, specifically with regard to the items listed in para 1 and the final report? Is there an expectation of- market modelling to be undertaken?- specific scenarios to be modelled? (fast-tracking CES?)  - training and licencing of models for ERC or PEMC use?A: Please ignore the first paragraph altogether. It is in the document inadvertently and does not belong thereQ: Does the scope of advice refer only to utility scale renewable and battery systems, or does it also include “behind the meter” rooftop PV and batteries (eg household and commercial systems)?For example, the ability to centrally control rooftop PV to limit grid exports (given issues of minimum demand etc)A: The scope of the regulations are given in the legal and policy framework. The Consultant is expected to be familiar with the regulatory context of the Philippine energy sector. It is our understanding that the coverage is the broadest possible, unless otherwise redefined by ERC during project Inception Phase.Q: The scope on “revisiting existing technical, operating and performance standards” refers to a review of all existing regulations, including the national grid code, distribution code, other ERC resolutions, rules and regulations.We note that ERC and PEMC will ensure all data and documents are available. Are you able to provide a list of what existing documents are within scope to be reviewed? A: ERC and PEMC will provide all available documentation to the consultants. We do not have such a list. Fact Finding will be conducted under the Consultancy Fact Finding and will be reflected in the Consultant’s Inception Report.  Q:Under component B it refers to possible enhancements to market design: is a review of existing market design within scope? A: Yes, a review is required in order to be able to design the enhancements. Q: The scope refers to “the implementation methodology also assures legally and otherwise required consultations”  (para 23). Does the scope require the consultant to provide legal advice? A: Development of the regulations need to be coherent with respect to the Philippine legal and policy framework for the energy transition sector and ERC. The Consultant is expected to have a full appreciation of the legal and policy framework and a thorough understanding of the related implications and impacts on the proposed regulations. Q: On the briefing call it was mentioned that for the “capacity building” requirements, an on the ground presence would be required subject to COVID travel restrictions. Is there any contingency if travel restrictions continue? A: In case the travel restrictions prevent travel, on-line implementation is expected. When the restrictions allow, in presence support should be considered given the depth of the program. Best Regards,

Changed/edited on: 06-Sep-2021 03:26
Changed/edited by: webservice@unops.org
New clarification added: Questions:1. To allow sufficient time to prepare a response, we would like to request an extension in the deadline for submitting a proposal by 1 or 2 weeks. 2. Related to the budget ceiling of this assignment, can you shed some light on this matter?Answer:1. The tender deadline is extended until 13 September 20212. We can not disclose the budget of the project. 

Changed/edited on: 03-Sep-2021 04:36
Changed/edited by: webservice@unops.org
New amendment added #2: This amendment is to add minutes of pre-bid meeting and revise the deadline for clarifications (from 1 to 6 Sept) and tender deadline (from 6 to 13 Sept)

Changed/edited on: 31-Aug-2021 10:03
Changed/edited by: webservice@unops.org
New clarification added: Question:1. Has UNOPS set a maximum budget for this assignment? If so, can you reveal what that budget is?2. Does UNOPS expect the consultant to spend a certain percent of his time working in the Philippines?Answer:1. We are not allowed to share the budget of the project2. There is no requirement regarding a specific percentage of time to be spent in-country.  

Changed/edited on: 26-Aug-2021 10:31
Changed/edited by: webservice@unops.org
New amendment added #1: This Amendment is to change the schedule for Pre-Bid Meeting from 23 August 2021 to 30 August 2021

Changed/edited on: 20-Aug-2021 07:13
Changed/edited by: webservice@unops.org