Terms of Reference (ToR) – EN Technical services assistance for design of local fiscal policies designed to promote the sources of renewable energy.

Technical services assistance for design of local fiscal policies designed to promote the sources of renewable energy.
1 Background (EN).
The Association of Albanian Municipalities takes part as a partner in the Project LOCAL4GREEN, financed by the ERDF and the IPA in the frame of Interreg MED Programme.

The project will support the local authorities to define and implement local innovative fiscal policies, intended to promote the sources of renewable energy just as much in the public and private sectors as in homes, principally in the framework of the action plans of sustainable energy by the Local Authorities signatories of the Covenant of Mayors. The Project will be developed in rural areas and islands of the Mediterranean regions MED, where, the local fiscal policies have a key role in the increase of renewable energy sources.

The Project foresees the implementation of a piloted experience, of design, execution monitoring and evaluation of local fiscal policies intended to promote the sources of renewable energy, in the municipalities of 9 countries (Spain, Portugal, Italy, Cyprus, Malta, Greece, Slovenia, Albania and Croatia). Such experiences will be executed in the framework of the Work Package (WP)) 3 “Testing” of the project, which is responsibility of MUSOL Foundation, partner of the project.

Inside the WP 3 “Testing”, the activity 3.3 foresees to design local fiscal policies to promote renewable energies, the activity 3.4 provides the implementation of these fiscal policies and the activity 3.5 their evaluation. For this, it is foreseen to provide to a pilot group of between 5 and 10 municipalities, legal and economic/financial advice as well as technical advice related with the sources of renewable energy. This advice should lead to the formulation, implementation and evaluation of local fiscal policies to promote the sources of renewable energy.

These activities have three associated products (deliverables) from the WP 3 “Testing” that is foreseen in the case of the Association of Albanian Municipalities:

–       Deliverable 3.3.1: Obtain between 5 and 10 descriptions of local fiscal policies to promote the sources of renewable energy for those 5 to 10 pilot municipalities.

–       Deliverable 3.4.1: Provide technical support service for the implementation of the local fiscal policies that promote the sources of renewable energy, to those 5 to 10 pilot municipalities, for which they have been designed.

–       Deliverable 3.5.1: Carry out evaluation reports on the local fiscal policies implemented for the 5 to 10 pilot municipalities.

The current Terms of Reference will only cover Deliverable 3.3.1: Obtain between 5 and 10 descriptions of local fiscal policies to promote the sources of renewable energy for those 5 to 10 pilot municipalities, with a possible extension of the assignment for the two other Deliverables.

 

2 Objectives (EN).
To ensure the legal and economic/financial advice services, as well as technical advice related with the sources of renewable energy, to a group of pilot municipalities in the country of Albania, that will be selected by Association of Municipalities, ensuring the achievement of the deliverables of the project: 3.3.1 (between 5 and 10 descriptions of local fiscal policies to promote the sources of renewable energy.

 

3 Methodological guidelines (EN).
Main characteristics of the Services to provide:

·         Advice Areas: The advice service required includes the following specialities:

o   Legal advice: Their function will consist to advice on request of the governing bodies of the municipalities, on the suitability of the proposals of fiscal policies, their contents and whether their effects are in accordance with the law applicable to the municipalities and other local entities, as well as any question in the legal field which arises when they implement and evaluate the mentioned policies. This advice could be verbal or written.

o   Economic-financial advice: In the design implementation and evaluation of fiscal policies for the promotion of renewable energy sources, this advice will consist not only in the legality of the actions that are proposed and in the contents of the fiscal ordinances, but also on the   economic-budgetary effects that the actions can have when they will be implemented and evaluated. The economic-financial advice is focused   on these aspects, in the analysis of its economic-budgetary impact, eventual compensatory measures, etc. This advice could be verbal or written.

o   Technical advice: The design, implementation and evaluation of local fiscal policies for the promotion of renewable energy sources, require the support of an expert in sources of renewable energy, that will advice the pilot municipalities to identify the sectors with the best potential of expansion of renewable energies, the viable technical solutions and specify their links with the local fiscal policies, that is, what local policies and how they can favour the sources of renewable energy with the best potential. When evaluating policies, the experts will value their efficiency, in terms of promotion of renewable energy, and the reduction of greenhouse gases, etc. This advice could be verbal or written.

·         The methodology: The advice service to the pilot municipalities will be carried out taking into account the “Participative Methodology of the development of local fiscal policies for the promotion of renewable energy sources at municipal level”. This methodology has been elaborated by the Project LOCAL4GREEN and will be made available to the advisers by Association of Albanian Municipalities. The methodology foresees meetings with the local politicians, civil servants and other stakeholders, etc. and other actions in the pilot municipalities as well as a part of office work. Regarding to the evaluation of the fiscal policies (product 3), the partners   consortium of the project will set the details (evaluation criteria, specific methodology guidelines, etc.) to be used in the evaluation, previously to the beginning of the evaluation process.

·         The pilot municipalities (city councils): The list of the pilot municipalities where the advice service will be provided will be made available by Association of Albanian Municipalities. The municipalities have been selected and involved in the Project by Association of Albanian Municipalities, and the advice service will not intervene in the selection of the municipalities.

·         Geographic scope: All the pilot municipalities (city councils) that will receive the   advice service are in Albania.

·         The orientation to results: The advice shall be carried out, in agreement with a strict focus on results. In this respect the service advice will have to guarantee the development of between 5 and 10 descriptions of local fiscal policies to promote renewable energy sources. Without prejudice the same fiscal measures can be applied by different municipalities, the descriptions of the local fiscal policies to promote the renewable energy sources should be specific for each municipality, developed according to the specifications of each one, and answering to the needs and characteristics of each one of them. The descriptions of the local fiscal policies to promote the renewable energy sources are not theoretical exercises of public policy formulation, but they are practical tools, that should be able to be easily applied by the municipalities, in agreement to the guidelines provided by the “Participative Methodology of development of local fiscal policies for the promotion of renewable energy sources at municipal level”.

·         The coordination: The advice service shall be carried out in coordination with the staff of Association of Albanian Municipalities and the staff of the pilot municipalities and it has to ensure the capacity to conform to the agenda and the availability of the staff of Association of Albanian Municipalities and the staff of the municipalities. Association of Albanian Municipalities will coordinate in general the consulting activities.

Products to present:

1.   Between 5 and 10 descriptions of local fiscal policies to promote the renewable energy sources, according to the described requirements in the section “The orientation to results”.

2.   The descriptions of local fiscal policies have to be prepared in Albanian and English.

 

4 Minimal characteristics of the advisory team (EN).
·         Expert in legal advice: To have knowledge in legal advice to municipalities or other local entities, in fiscal and administrative issues. University degree in law and/or economics.

·         Expert in economic-finance advice: To have knowledge on advice to municipalities and other local entities, in economic-administrative and financial management issues, including budget preparation. University degree in economics.

·         Expert in technical advice: To have knowledge related to the renewable energy sector, including with preference the topics related with the preparation of municipal emissions inventories and/or local public policies for the promotion of renewable energies. University degree.

NOTE: It isn’t necessary to have an expert for each speciality. An expert can cover 2 or more areas of speciality. At least one of the experts should have previous knowledge in the evaluation of public policies.

 

5 Procedure for the presentation of the technical and economic proposals (EN).
Documents to present:

Economical proposal:

·         Economic offer that indicates the total Price of the products and Services required.

Technical proposal:

·         Description of the work plan to carry out the advice service.

Deadline for submission of Applications is Monday, June 5.  The documents have to be submitted electronically to the Association’s email address:  aam@albmail.com

6 Deadlines, Budget and Payment Calendar (EN).
Deadlines:

Beginning of the Advice Service: June 2017

Maximum period for the delivery of the descriptions of the local fiscal policies to promote the renewable energy sources, according to described requirements in the section “The orientation to results”: November 2017.

Maximum period for the delivery of the descriptions of the local fiscal policies to promote the renewable energy sources, modified according to possible remarks of the municipalities and Association of Albanian Municipalities: December 2017.

Budget:

Reference budget: Maximum Value of 9000 euro

Payment Calendar:

·         20% at the signing of the contract.

·         40% at the delivery of the first version of the descriptions of the local fiscal policies for promoting the renewable energy sources: October 2017.

·         40% at the end of the service support with the submission of the final version of the local policies for promoting renewable energy resources: December 2018.