Terms of Reference Request

Written by CROSQ Secretariat on . Posted in CROSQ Opportunities

TERMS OF REFERENCE

Training in the CARICOM Regional Energy Efficiency Building Code (CREEBC) Compliance

 

BACKGROUND

Countries of the Caribbean Community (CARICOM) meet at least 95% of energy needs through the use of imported fossil fuel. This dependency, particularly for commerce and manufacturing has restricted global competitiveness, escalated indebtedness and increased the potential for environmental harm. Additionally, the impact of global warming and climate change threatens to exacerbate these conditions, through increased energy demand and subsequent heightening of inefficiencies in electricity generating plants. Recognizing that the adoption rates of more effectual technologies for renewable energy and energy conservation and efficiency are low and require political will, private sector input and technical expertise, the CARICOM Energy Unit, as part of the CARICOM Energy Programme, is implementing a Caribbean Sustainable Energy Roadmap and Strategy (C-SERMS). This C-SERMS was developed to action the CARICOM Energy Policy.   

To meet one of the objectives of the Caribbean Sustainable Energy Roadmap and Strategy and to execute a directive issued by the 41st Special COTED on Energy held in Trinidad and Tobago, in April 2013, the CARICOM Regional Organisation for Standards and Quality (CROSQ) commenced the development of the CARICOM Regional Energy Efficiency Building Code (CREEBC). The development of the CREEBC was supported by the Energy for Sustainable Development Project, which is a United Nations Environmental Programme (UNEP) funded by the Global Environment Facility (GEF), administered by the Caribbean Community Climate Change Centre (CCCCC) and the Renewable Energy and Energy Efficiency Technical Assistance (REETA) – a four-year project funded by the Government of Germany and implemented through the Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) GmbH. The REETA Project collaborated with the CARICOM Energy Programme in the specific areas of capacity building, private sector cooperation, regional institutional support and networking of the major stakeholders.

The 2018 CARICOM Regional Energy Efficiency Building Code (CREEBC) is an adaptation of the International Energy Conservation Code, 2018 Edition, published by the International Code Council.

This CREEBC is meant to specifically meet the needs of the Caribbean and other countries in a tropical environment. It establishes minimum energy efficiency requirements inclusive of those for building envelope, cooling system, ventilation, pumping, lighting and the service water-heating systems in buildings. The technical requirements of this code are the product of both regional and international expertise.

In November 2019 CROSQ received support from the Technical Assistance Programme for Sustainable Energy in the Caribbean (TAPSEC), a four-year project funded by the German government and the European Union and implemented by the Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) Gmbh to further the CREEBC through capacity building, policy formulation support and promotional activities.

 

CROSQ is seeking to procure a consultant to execute training in selected CARICOM Member States (Bahamas, Barbados, Dominica, Guyana, Haiti, Jamaica, Trinidad, Suriname, and St Kitts and Nevis) in the CREEBC.

 

OBJECTIVES

The objective of this consultancy is to provide training in CREEBC Energy Code Requirements in the form of:

  • Train the trainer activity targeted at industry practioneers. This activity will focus on CREEBC Residential and Commercial Code Essentials; and Complying with ASHRAE Standard 90.1 2016.
  • Provision of certification training on the CREEBC for Code Inspectors.

 

SCOPE OF WORK

To achieve the objectives above, the consultant is expected to conduct the following activities:

  1. Conduct a three-day training in each Member State highlighted above targeted at industry practioneers (such as architects and engineers). Length of training each day is expected to be approximately six hours. The Training will focus on the following:
    1. CREEBC Residential Code Essentials
    2. CREEBC Commercial Code Essentials
  • Complying with ASHRAE Standard 90.1: 2016
  1. Conduct a two- day regional Certification Training on the CREEBC for Code Inspectors

 

Each training activity is expected to have a total of twenty trainees. The Consultant will utilise training material and curricular already developed by CROSQ to include the CREEBC Study Companion and the CREEBC Essentials Publications.

 

DELIVERABLES AND REPORTING REQUIREMENTS

The Consultant will report to the project coordinator of CROSQ and is expected to work closely with the CROSQ Technical Officer for Standards

  • Three- day training for twenty (20) participants in nine member states in CREEBC Residential and Commercial Code Essentials and Complying with ASHRAE Standard 90.1: 2016 executed
  • Two- day regional certification training on CREEBC for 20 participants executed
  • Final report detailing training executed and inclusive of results of pre and post evaluations

 

DURATION

The level of effort is expected to be over a period of thirty (30) days over a six (6) month period expected to commence in July 2020 as follows:

  • Train the trainers training in nine member states – thirty (30) days
  • Regional Certification training – two (2) days
  • Final Report – one (1) day

 

QUALIFICATIONS AND EXPERIENCE

This consultancy requires the services of a key expert. The appointed consultant must meet the following minimum requirements:

  • A postgraduate degree in Engineering
  • At least five (5) years experience working in the energy sector
  • Experience working in the Caribbean region
  • Experience in training specially related to the energy sector
  • Knowledge and experience of the ICC International Building Code and ASHRAE 90.1
  • Excellent command of written and spoken English.
  • Excellent technical and report-writing skills.
  • Basic understanding and speaking of the French Creole

 

Please send proposals/CVs to Ms Janice Hilaire at This email address is being protected from spambots. You need JavaScript enabled to view it. copied to Mr Fulgence St Prix at This email address is being protected from spambots. You need JavaScript enabled to view it.  on or before March 19, 2020.

 


 

TERMS OF REFERENCE

Regional Model Guide and National Procedures Documents

 

BACKGROUND

This Strengthening of Quality for Sustainable Energy in the Caribbean (QSEC) Project is aimed at developing quality infrastructure services, especially in the areas of metrology, testing, inspection, certification and accreditation in the area of energy efficiency. Central to this project is the implementation of a regional pilot energy efficiency labelling program (in CARICOM and a parallel scheme in the Dominican Republic) designed to promote the use of energy-efficient household appliances and illuminants to include lighting equipment, refrigerators and air conditioners which will contribute to lower energy consumption.

The project is being implemented at the CARICOM level by participating CARICOM members (Saint Lucia, Belize, Jamaica and Trinidad and Tobago) as well as the Dominican Republic. The lead implementing partners of the project are the CARICOM Regional Organization for Standards and Quality (CROSQ) and the Instituto Dominicano para la Calidad (INDOCAL) from the Dominican Republic. The primary target group comprises consumers of energy in private households, in public institutions and in the private sector who benefit from a sustainable use of energy; as well as a secondary target group of retailers, importers and distributors of electrical appliances. Direct beneficiaries of the project are the National Standards Bureaus (NSBs) in participating countries.

The main components of this regional project are to operationalize the labeling programmes through the development of procedures manuals and guides at the regional and national levels; building capacity in conducting energy efficiency testing through training and procurement of equipment as well as development of a data base to serve as a repository for results of tested equipment and appliances; facilitating regional laboratories to get accreditation ready and sharing of information among regional quality infrastructure institutions and sensitization of stakeholders.

From this perspective a draft template for a Model Guide has been developed for CARICOM to guide the procedures at the national and regional levels. It was designed to:

  1. Ensure standard procedures relevant to the energy efficiency labeling scheme are customized at the national level in participating countries to guide the national compliance programmes. Each national programme will be documented and organized into a National Procedures Manual.
  2. Ensure harmonization at the regional level by providing a general format for the Regional Model Guide. It is expected that national procedures will feed into the regional processes.

 

OBJECTIVES

The overall objective of this consultancy is to facilitate the seamless execution of compliance programmes in the testing and piloting countries. The compliance programme should consider all activities in the process from port of entry to retail display. This programme will ensure that energy efficient refrigerators, lighting equipment and air conditioners are imported for retail trade in compliance with the recently developed and approved CARICOM energy efficiency standards for these appliances.

The purpose of this consultancy is for the development and documentation of standardised and formal procedures and practices, in the form of four (4) National Procedures Manuals and a Regional Model Guide, to guide the compliance programme/s associated with the pilot regional harmonised labelling scheme both at the regional level.

 

SCOPE OF WORK

To achieve the objectives above, the consultant is expected to conduct the following activities:

  • Identify and meet with the various agencies involved in the execution of a compliance scheme for household appliances with the objective to determine clear roles and responsibilities for each agency. Procedures should be developed based on the understood role of the agency.
  • Develop (based on the existing model guide) national procedures manual to guide the national compliance programmes for the testing and piloting countries participating in the regional harmonised pilot labelling scheme to include the agencies identified above.
  • Further develop and refine the Regional Model Guide ensuring for CARICOM that relevant national processes feed into the Regional Guide.
  • Communicate with the Consultant/s who will be conducting a similar exercise on behalf of the Dominican Republic to explore synergies and to exchange lessons learnt and best practices

 

DELIVERABLES AND REPORTING REQUIREMENTS

The Consultant will report to the project management team of the QSEC Project.

Specifically, the consultant will be required to work closely with the appointed National Focal Point in the preparation of:

  1. Inception Report
  2. National procedures manual for each of 4 (four) member states in CARICOM
  3. Regional Model Guide.

DURATION

The consultancy is expected to last for a maximum of 25 days over a period of three (3) month, as remote consultancy (review and commenting of drafted documents) and also on-site consultancy through visits to selected CARICOM countries as considered necessary and appropriate.

 

QUALIFICATIONS AND EXPERIENCE

This consultancy requires the services of a key expert. The appointed consultant must meet the following minimum requirements:

  • A postgraduate degree in the field of energy (special focus on energy efficiency)
  • At least five (5) years’ experience conducting studies related to the energy sector and / or other relevant exercises related to the impact of policy and regulations in the energy sector
  • Experience working in the Caribbean region will be an asset
  • Knowledge and experience working with Energy Efficiency Labelling Programmes
  • Excellent command of written and spoken English
  • Excellent technical and report-writing skills.

 

Please send proposals/CVs to Mr Jaime Fernandez at This email address is being protected from spambots. You need JavaScript enabled to view it. copied to Ms Janice Hilaire at This email address is being protected from spambots. You need JavaScript enabled to view it. and to Mrs Anett Matbadal at This email address is being protected from spambots. You need JavaScript enabled to view it., complying with the following deadlines:

  • Deadline for sending questions for clarification regarding the Terms of Reference: March 15, 2020
  • Deadline for submission of CV’s and of a technical and a financial proposal: March 31, 2020

 

 

External Vacancies

Written by CROSQ Secretariat on . Posted in CROSQ Opportunities

TERMS OF REFERENCE
CONSULTANCY SERVICES TO CONDUCT A REVIEW OF THE STRATEGIC PLAN OF THE RSS, DESIGN AND DEVELOPMENT OF A THEORY OF CHANGE, WORKPLAN AND MONITORING AND EVALUATION FRAMEWORK FOR THE RSS.

REGIONAL SECURITY SYSTEM

 

1. SERVICES REQUIRED

The Regional Security System seeks proposals from competent consultants to undertake a strategic plan review, to design and develop a work plan, change management plans and performance and monitoring and evaluation framework.

2. BACKGROUND ON THE RSS

The Regional Security System (RSS) was created out of a need for a collective response to security threats, which were impacting on the stability of the region in the early 1970 s and 1980s. In October 1982, four members of the Organisation of the Eastern Caribbean States, namely, Antigua & Barbuda, Dominica, St. Lucia and St. Vincent and the Grenadines, signed a Memorandum of Understanding (MOU) with Barbados to provide for “mutual assistance on request”. St. Kitts and Nevis joined after gaining independence in September 1983 and Grenada in January 1985. The MOU was updated in 1992 and the RSS acquired juridical status in March 1996 by way of the Treaty which was signed in St. Georges, Grenada.

The memorandum made provisions for a fast-moving non-bureaucratic organization which could react to the security needs of Member States if requested. The Regional Security System is a “hybrid” organisation, in that its security forces comprise both military and police personnel who remain under the command of their respective Heads.

Traditionally, the RSS was concerned with conventional security threats of an operational nature, namely illicit drugs and arms trafficking and internal security. However, given the dynamism within the international security environment, the Executive Director guided by the provisions in the Treaty Establishing the RSS (1996), has embraced the need to have a clear understanding of other non-traditional criminogenic environments which undoubtedly affect the national security of Member States. This has led to the establishment of new departments at the RSS Headquarters to research areas affecting national security, as well as analysing the crime patterns and trends, to establish evidence-based programmes to assist the Member States in coping with the dynamics of national development.

 

3. THE OBJECTIVE/ PURPOSE OF THE CONSULTANCY

The objective of this consultancy is to develop with the assistance of the RSS Steering Committee a methodology for a revised strategic plan, design and develop a theory of change and a monitoring and evaluation framework for the RSS to enhance its efficiency, effectiveness, transparency and accountability. This will assist the RSS in developing its vision, mission, as well, as planning and achieving its short, medium and long-term goals.

The process utilised must be highly participatory and engaging to ensure that the RSS Steering Committee and general membership has a sense of ownership. The RSS is an institution which has been in existence since the 1980s. Since its inception, there have been significant changes to the environment in which it operates. These changes draw upon the strength, opportunities, weaknesses or challenges and threats to the organization and the region. It is imperative that the RSS evolves and in doing so and is equipped to manage threats and capitalize on opportunities for the benefit of its members. Consequentially, it is important that the RSS undertakes a review of its strategic plan, design and develop a theory of change, work plan and an effective monitoring and evaluation framework. Critical to the project is ensuring that each activity is completed in accordance with agreed timelines, within the budgeted cost frame.

 

4. THE PROJECT

The project involves four components:

a. A review of the strategic plan;

b. Design and develop a theory of change;

c. Design and develop a work plan;

d. Design and develop a monitoring and evaluation framework for the RSS.

 

Project

Award

Tender Deadline

Duration

Consultancy         to conduct a review of the RSS’s strategic plan, design and develop a Theory of Change, a Workplan and a Monitoring and Evaluation framework.

One  Hundred  and Eighty-Two Thousand Barbados Dollars (BDS$182,000.00)

December 2019

Three Months

 

 
5. PROJECT EXPECTED OUTPUTS

The consultant will develop a revised strategic framework, building on the achievement of the RSS and enabling the organization to take advantages of new opportunities. This will imply reviewing, analyzing and when needed refreshing or fundamentally updating the following:

 The Mission and Vision of the RSS (Who we are and what are we trying to achieve)

- Mission and Vision

- Theory of Change

- Unique selling point and value-added

- Long term goals and expected outcomes

 

 A detailed review of the RSS Strategic Plan with recommendations

- Evaluation and how findings can be fed into planning

- Learning

 

 A work plan highlighting SMART targets for the short term (12 months), medium- term (2 years) and long term (5 years). Such goals/targets must be:

- Specific: Well defined, clear, and unambiguous

- Measurable: With specific criteria that measure progress towards the accomplishment
of the goal

- Achievable: Attainable and not impossible to achieve

- Realistic: Within reach, realistic, and relevant to the organization’s purpose and strategic priorities

- Timely: With clearly defined timelines, including a starting date and a target date. The purpose is to create urgency.

 A performance measurement tool including monitoring and evaluation

- Capturing and analyzing data.

 

6. SPECIFIC OUTCOMES OF THE CONSULTANCY

a) Define the scope and the methodology of the strategic framework development process;

b) Review and analyze the existing strategic plan along with other organizational documents, based upon learning and challenges in the implementation of the strategy, with a focus on (i) Where are we? (ii) Where do we want to be? (iii) How will we get there?

c) Identify critical gaps, conduct institutional analysis and identify strategic opportunities for the RSS;

d) Make recommendations for strengthening the strategic plan of the RSS;

e) Engage with the RSS Steering Committee to prioritize strategic direction and refine mission, vision, objectives and strategy;

f) Develop a theory of change for the RSS;

g) Develop a measurable work plan aligned with the strategic plan; and

h) In collaboration with the RSS Steering Committee designing appropriate systems and metrics for Monitoring, Evaluation, Learning and Impact to best align with identified strategic priorities;

PROJECT MANAGEMENT AND ACCOUNTABILITY

7. METHODOLOGY

The exercise to be undertaken by the Consultant will be informed by these Terms of Reference. The Consultant will be required to prepare a rational, detailed methodology and work plan inclusive of a timetable indicating how the objectives of the assignment will be achieved, and the support required from the RSS Steering Committee.

8. DELIVERABLES/ PROJECT STATUS REPORT

The consultant will be required to submit status reports to the RSS Steering Committee, including:

I. Inception report, within two weeks of the start of the Project;

II. A detailed review of the RSS Strategic Plan within six weeks;

III. A theory of change for the RSS, within eight weeks;

IV. A workplan, within ten weeks

V. A monitoring and Evaluation Framework, within twelve weeks;

VI. A draft final report and draft project completion report in the fourteenth week of the project; and

VII. The final report in the sixteenth week and after receiving the comments on the draft final report from the RSS Steering Committee.

 

Key Deliverable

Standard for

Delivery

Description

Inception Report

Two weeks after Signing Contract

 

A detailed review of the Strategic Plan of the RSS

Six Weeks

A report which outlines a detailed review of the current Strategic plan of the RSS

Theory of Change

Eight Weeks

 

Workplan

Ten weeks

A report which outlines specific, measurable, attainable, realistic and timely actions aligned with the updated strategic plan priorities

Monitoring and Evaluation Framework

Twelve Weeks

Design and develop a monitoring and evaluation framework

A draft Final Report

Fourteen Weeks

 

Final Report

Sixteen Weeks

 

 

 

The Consultant’s Progress Reports will contain, inter alia, the following:

a) Overall progress made in the assignment with reference to the TOR, with special reference to progress made in each reporting period;

b) Difficulties, if any, encountered in carrying out the assignment and proposed solutions;

c) New areas and issues encountered and the proposed approach to dealing with them;

d) An update of the Work Plan and proposed changes, if any;

e) Proposed activities for the following period;

f) All advice is given within the period.

 

9. KNOWLEDGE TRANSFER

In support of capacity building, the transfer of skills is a critical objective of this assignment.  The Consultant’s role will be to support the RSS Steering Committee so that those who participate in the exercise, are able to contribute to and ‘own’ the systems and procedures produced, the decisions made, and consequently develop the skills to sustain the new organization. The Consultant should so structure the project as to include components which will enable the transfer of certain skills.

10. “SIGN-OFF” PROCEDURE

The RSS Steering Committee consisting of the Executive Director, the Deputy Executive Director, all Directors of the RSS and the Project Officer, will be established to oversee the project for the RSS. Deliverables will be considered certified as satisfactory when they are accepted by the RSS Steering committee based on the defined and agreed performance standards for delivery.

11. VARIATIONS

All proposed changes to the work plan and deliverables must be discussed with the RSS Steering Committee, and where necessary, will be submitted for approval to the RSS Steering Committee.

12. QUALIFICATIONS

Key Expert 1: Team Leader

Qualifications and Skills:

A minimum of a post-graduate University degree in Strategic Planning, Change Management, Organizational Development or Public Sector Governance and Management,

Full computer literacy in Microsoft Office Package suite and the use of web browser capability;

Evidence of training in a field related to Strategic Planning or Management, Change Management, Organizational Development; with a preference for a graduate degree and relevant professional certification;

Substantive working knowledge of the Regional Security System or similar entity

Strong interpersonal skills – including but not limited to – the ability to work under pressure with restrictive timelines and to establish and maintain effective working relationships with people;

Ability to take initiative and to work independently – as well as – part of a team; Capacity to organize and facilitate senior-level consultative meetings;

Excellent oral and written communication in English.

Professional Experience:

Experience as a team leader in at least two [2] prior consultative engagements of a similar nature;

Experience in project management as demonstrated in previous assignments

Substantial expertise in institutional analysis and diagnosis and in developing and implementing Organizational Development strategies, with experience in Strategic planning, Organizational Development and management, change Management, public
administration

Evidence of experience in leading process for conducting strategic organizational review, change management and developing monitoring and evaluation frameworks to a successful conclusion;

Evidence of experience in managing large scale projects or major operation within the Security or public sector space;

Familiarity with other international public sector modernization initiatives

Extensive experience working with senior public officials and providing policy advice and coaching;

Proven understanding of the challenges faced by developing countries with regards to strategic policy development and monitoring and evaluation;

Experience with Change Management approaches, including harmonization’s of conflicts resulting from differences in reporting needs of various stakeholders; Organizational Management skills with experience in conducting organizational reviews, and implementing appropriate organizational structures

 

Key Expert 2: Organizational Development Expert

Qualifications and Skills:

-A minimum of a post-graduate University degree in Strategic Planning, Change Management, Organizational Development or Public Sector Governance and Management,

Full computer literacy in Microsoft Office Package suite and in the use of web browser capability;

Strong interpersonal skills – including but not limited to – the ability to work under pressure with restrictive timelines and to establish and maintain effective working relationships with people;

Ability to take initiative and to work independently – as well as – part of a team;

Excellent oral and written communication in English.

Professional Experience:

At least ten [10] years senior managerial experience dealing with team and organizational building - preferably in the Security sector;

At least five years [5] experience of working on change management issues within a public organization;

At least five [5] years working experience with Change Management approaches, including designing and developing a theory of change and monitoring and evaluation framework;

Development techniques and organizational theory and practice with regard to the public sector.

 

13. OTHER EXPERTS, SUPPORT STAFF & BACKSTOPPING

Cost for backstopping and support staff, as needed, are included in the financial offer of the Consultant.

14. LOCATION AND SUPPORT

The Regional Security System will provide the consultant with adequate working facilities for a maximum of three (3) project personnel at any given time and will facilitate access to information and to managerial/technical personnel as needed to enable the Consultant to undertake the assignment as outlined in this TOR, and will provide such other assistance as may be reasonably required.

The Consultant will provide her/his own computer, printer and mobile telephone and will make provision for office consumables such as paper, cartridge and other stationery.

15. COMMENCEMENT DATE AND PERIOD OF EXECUTION

The Consultant must be prepared to complete the assignment within a 16-week period commencing December 2019 and submitting the final Strategic Review Report no later than March 31, 2020.

16. APPLICATION PROCESS

Interested and qualified candidates should submit their applications which should include the following:

- Detailed Curriculum Vitae

- Proposal for Implementing the Project

Please quote RSS Strategic Review, ToC and M&E on the subject line.

Applications should be emailed to This email address is being protected from spambots. You need JavaScript enabled to view it. to reach the RSS no later than 4:00 PM on Tuesday the 10th day of December 2019.

**END**

Procurement

Written by CROSQ Secretariat on . Posted in CROSQ Opportunities

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