enercon technical assistance program third quarterly …pdf.usaid.gov/pdf_docs/pdaau745.pdf ·...
TRANSCRIPT
ENERCON TECHNICAL ASSISTANCE PROGRAM
THIRD QUARTERLY REPORT
July 1 --Sept 30 1986
Contract No 391-0478-C-00-5065-00
Prepared for
US Agency for International Development Mission to Pakistan Islamabad Pakistan
Prepared by
Hagler Bailly amp Co 53 Plaza Blue Area Islamabad Pakistan
TABLE OF CONTENTS
10 INTRODUCTION
20 SUMMARY OF ACCOMPLISHMENTS
21 Institutional Development Support 22 PlanningLegislationSpecial Studies 23 Data Base Development 24 SurveysTechnical SupportApplied Research 25 Training and Curriculum Development 26 Outreach and Information 27 Investment Promotion 27 Investment Promotion 28 Monitoring and Evaluation 29 TDY Trips During Third Quarter 210 Technical Reports Submitted During Third Quarter 211 Task Orders Submitted and Approved
30
40 PROBLEMS ENCOUNTERED AND RECOMMENDED SOLUTIONS
50 ACTIVITIES PLANNED FOR NEXT QUARTER
60 DETAILED FUNCTIONAL AREA ACTIVITIES
THIRD QUARTERLY REPORT
10 INTRODUCTION
The third quarter of the ENERCON Program showed a substantial increase in activity This was primarily a result of the completion of all subcontracts and the initiation of task orders with most subcontractors Expenditures for the quarter totaled $76465595 a 41 increase over the previous quarter Cumulative expenditures to date were $134226174 almost half of the currently obligated funds of $2846 million (see Exhibit 31)
Substantial progress was made in each of the eight functional areas presented in the Detailed Work Plan 38 task orders were issued of which 27 were approved 14 reports were completed in draft form and submitted to the GOP and USAID Highlights of the work during the third quarter include the initiation of 5 energy surveys and 5 feasibility studies in industrial plants the completion of a study on the potential and barriers to development of cogeneration and an action plan for cogeneration development a far-reaching assessment and plan for energy conservation education n Pakistan the initiation of data base development work across all sectors the conduct of a second energy management training course and initiation of work on a number of training manuals and a complete review of the ENERCON Program by USAID and the GOP
2
20 SUMMARY OF ACCOMPLISHMENTS
A complete summary of the accomplishments for the third quarter of the ENERCON Project is provided below by functional area
21 Institutional Development Support
o Prepared 12 position descriptions for the 6 senior and 6 junior professional positions of the proposed ENERCON organization
o Prepared summary materials of the ENERCON Program to date and presented to USAID and the GOP at a one-day program review meeting on Sept 25 1986
o Completed negotiations and received USAID approval on June 19 1986 for the following Pakistani subcontractors
- Techno ConsultPa tistan Engineering Services
- Zelin Inc - EM Consultants - Intrag Pakistan
o Prepared 38 task orders and received approval for 27
o Received approval for and brought in country two additional long-term advisors Mr Bruce Appelbaum and Mr Robert Anderson
22 PlanningLegislationSpecial Studies
o Reviewed the draft law with USAID and the GOP and prepared an analysis and comments on the resolution resolution passed by the Energy Policy Board and forwarded to the ECC
Completed the first phase of a special study on electricity conservation in the industrial and commercial sectors published draft report Data Compilation for Determining Electricity Conservation Potential
o Completed field work for special study on energy conservation potential in the agriculture sector
o Completed field work for design of energy conservation programme for the transportation sector
3
23 Data Base Development
o Completed a review of major data sources for energy conservation and data base neeis assessment for ENERCON published draft report Energy Conservation Data Base Neeas Assessment and Data Review
o Completed initial development work on buildings energy data base published draft report Building Sector Energy Data Base for Pakistan Interim Report
o Completed power sector data base development and input of all available data published draft report Power Sector Energy Data Base
o Copleted transportation sector data collection forms and sent out forms to selected institutions
o Completed computer file structures for industry power transport and buildings data bases
o Received approval and initiated procurement of nine additional computers
24 SurveysTechnical SupportApplied Research
o Initiated energy surveys in 5 plants
- Indus Jute Mills Karachi - National Tannerie Lahore - Shabbir Tiles Karachi - Glaxo Laboratories Lahore - Sampak Paper Lahore
o Initiated feasibility studies in 5 plants
- Kamran Steel Lahore - Cee Bee Textile Lahore - Pakland Paper Karachi - Adamjee Paper Nowshera - Farooq Textile Karachi
o Completed draft energy survey reports for
- Nakshbandi Industries Karachi - General Tyre and Rubbei Co Karachi
o Completed field work for energy survey of Aga Khan Hospital Karachi
4
o Completed model for conduct of feasibility studies published draft report Feasibility Study Process for Industrial Sector Demonstration Projects
o Established energy survey equipment loan program for subcontractors
o Completed field work for preliminary assessment of insulation industry in Pakistan
o Completed field work for demonstration of energy conservation techniques on 53 Plaza Building
25 Training and Curriculum Development
o Began the second 6-week training course on Industrial Energy Management in Lahore 57 persons attended
Participants in the Classroom Session
- Public Sector - 16 - Engineering Firms - 16 - Private Firms - 25
Participants in the Practical Sessions
- Public Sector - 7 - Encgineering Firms - 12 - Private Firms - 16
o Completed a comprehensive needs assessment of energy conservation training and education contracted with four Pakistani professors from different regions and different disciplines to provide input into the needs assessment and to review the draft report published rough draft report Energy Education in Pakistan
o Commenced preparation of a training manual for a one-day workshop on improving the efficiency of electrical use
o Commenced development of a one-day TotLal Energy Management course for plant owners and managers
5
o Completed internal drafts of the following training manuals
- Steam Boiler Efficiency Manual - Steam System Efficiency Manual
o Revised published and printed 200 copies of Industrial Energy Survey Reference Manual
26 Outreach and Information
o Revised and published Energy Equipment Cost Directory
o Initiated selection of a ad firm 23 respondents top three selected for further review
o Prepared Total Energy Management information materials for industry in draft revised 25 fact sheets for industry in Pakistan and made ready for printing
o Prepared overall strategy for development and dissemination of industrial information materials
o Prepared outline of strategy for national awareness campaign
27 Investment Promotion
o Completed case study of Finance and Trade Center in Karachi published report Case Studies in Energy Conservation Finance and Trade Center Project
o Initiated case studies on three other significant energy conservation projects using first one as a model
o Completed analysis of potential and barriers to cogeneration development in Pakistan published report Cogeneration Development in Pakistan Potential Impediments and Policy Issues
o Prepared action plan for cogeneration promotion for ENERCON published report Work Plan for Stimulating Cogeneration System Development in Pakistan
6
o Initiated study of the financing and banking practices in Pakistan relative to energy conservation projects
o Assistance was provided to KESC to analyze the financial aspects of 13 bids for the Hub Chowki Project
28 Monitoring and Evaluation
o Set up monitoring and management control procedures for all aspects of ENERCON activities including task orders deliverables TDYs expenses etc
o Monitored progress of program made presentation of progress to date to USAID and ENERCON on Sept 25 1986
o Started monthly reporting of ENERCON Project to senior GOP officials
29 TDY Trip During Third Quarter
Exhibit 21 provides a complete list of short-term consultants to the ENERCON Program during the third quarter
210 Technical Reports Submitted During Third Quarter
Exhibit 22 gives a complete listing of reports submitted to the GOP and USAID during the third quarter
211 Task Orders Submitted and Approved
Exhibit 23 gives a complete list of the task orders submitted and approved during the third quarter
EXHIBIT 21 TDY PERSONNEL TRIPS JULY 1-SEPT 30 1986
Name of Traveller Trip Arrival Date Departure Date Duration
Tafweez Chauhan First 30-Apr-1986 31-Oct-1986 183
Jack Stafurick First 08-Jun-1986 08-Jul-1986 30
Pirooz Sharafi First 11-Jun-1986 07-Jul-1986 27
R Anderson First 12-Jun-86 12-Aug-1986 30
Robert Kowalski First 14-Jun-1986 23-Sep-1986 102
Godferd 0 Gerth First 18-Jun-1986 09-Aug-1986 52
Dr Almeida Fir-st 30-Jun-1986 09-Aug-1986 39
Amin Lakhani First 06-Jul-1986 12-Dec-1986 178
Charles Zimmermann First 07-Jul-1986 07-Aug-1986 30
Barry Tunnah First 14-Jul-1986 14-Aug-1986 30
Ghulam H Nezhad First 03-Aug-1986 30-Aug-1986 28
Thomas Smith First 06-Aig-1986 02-Sep-1986 27
Paul Thorne Second 18-Aug-1986 02-Oct-1986 46
Pirooz Sharafi Second 23-Aug-1986 31-Aug-1986 8
Jack Stafurick Second 26-Aug-1986 02-Sep-1986 8
Peter Bos Second 04-Sep-1986 07-Oct-1986 34
Charles Zimmermann Second 04-Sep-1986 25-Sep-1986 22
Chris Hurst First 15-Sep-1986 06-Oct-1986 22
Russel deLucia First 21-Sep-1986 04-Oct-1986 14
Chris La Farge First 22-Sep-1986 05-Oct-1986 14
Barry Tunnah Second 22-Sep-1986 11-Oct-1986 20
Peter Miller First 22-Sep-1986 26-Nov-1986 66
Henry Claud- Bailly Second 22-Sep-1986 28-Sep-1986 7
EXHIBIT 22
Sr No
ENERCON-8b-3
ENERCON-86-4
E4ERCDN-EI-6
ENERCON-26-7
EER -E-8
ENE 70N- 36- 9
ENERCON-86-O
ENE3CGN-36-il
ENERC3i--l2
ENERCGN-56-13
ENERCON-3b-14
ENERON-t-1S
ENERCON-36-17
ENERC2N--l
TECHNICAL REPORTS SUBMITTED JULY I -
Title
Energy Equipment Cost Directory -First Edition
Case Studies inEnergy Conservation Finance amp Traae Center Cogeneration
Pro ecr
Cogeneration Development inPaKistan Potential Impediments amp Policy Issues
Work Plan for Stimulating Cogeneration System Development inPakistan
Feasibill ti Study Process for Industrial Sector Demonstration Pro ect
Enerqy onserva-ion Data Base Neeas Data Reviewsssmpnt
Builiinq Sector Energy Data Base for Paistan interim Recort
Energy Eiuuation for Pakistan
Inustria Energy urvey
Naxsnoandi Inaustries
Inaustrial Energy Survey General Tyre amp Ruooer Co
industrial Enerql Survey Reference Manual
Power Sector Energy Data Base
Data Comoilation for Determining Electricity Conseria tion Potential
ENERCON St3aff Position Description
Execute Sunmarv
SEPT 30 1986
Prepared By
HBC
HBCPES
HBO PSharafi
HBC PSharafi
EDI 8 Tunnah
HBO RConte
HBC JStafurik
HBCezhad Smith
Techno
Consult
Techno Consult
H8C
HBC
DeLicia
HBC
Date Task Order Draft Task Ref Submitted
62 81386
86-008-HBC5 8586
86-008-HB-5 8ab
86-008-HBC-5A 81386
36-042-EDI4 9786
86-004-H802 9786
86-036-H83-12 9786
86-057-HBC-16 9786 86-057-HBC-17
8E-003-TCI 81186
86-003-TCI 81186
62 8j2086
86-036-NBC-11 911086
86-051-DEL-2 9178t
11 91136
TECHNICALXACLEt IIALLY ampCO -- ENERCON ASSISTANCE PROJECT- LIST OF IASK ORDERS SUBMITTED L APPROVED DURING JULY I - SEPT 30 DATE 20-1ev-A PA
bescriptioA TO Number FA S T Consultant LT Time Frame Labor Expenses Total Task Order task Order Subcontractor Responsib Begin End Budget Budget Budget Transmitted Approved
EA Course Logist Supp Aend 86-003-TC-IA S Techno Consult no 2-24-86 7-15-86 Ps174475 9-1-86 9-14-86 Cog lmitiatives(Azendsent) 86-O08-HBC-SA 7 PSharafi BA 6 days S 2925 S 843 S 3768 8-26-96 9-14-86 EACourse Logist Suppt 86-016-EM-I 5 EN Consultants MO 6-15-86 12-31-86 As 132972 As 4 640 As 177612 7-6-86 8-7-86 Feasibility Studies 86-018-TC-3 4 Technoconsult RPS 7-15-86 8-31-86 As 274 050 As 26714 As 300764 7-4-86 8-7-86 Feasibility Studies 86-019-INIPI-2 4 INTRAG Pak RPS 8-10-86 9-30-86 As 145 100 As 14534 Is 157634 7-4-86 8-7-86 Feasibility Studies 86-020-1-2 4 Zelin BPS 8-15-86 10-31-86 As 278 150 Is59882 As 337032 7-4-86 8-7-86 Feasibility Studies 86-021-EM-2 4 EM Consultants RPS 7-15-86 8-31-86 As 187795 As 24928 As 212723 7-4-86 8-7-16 0 Base luildings (Aiend) 86-036-HBC-12A 3 JStafurik BA S days S 3320 S Ill S 4433 8-28-86 10-21-36 Data lias-Buildings 86-037-H8C-5 3 JStafurik BA 18 days S 11950 $ 2656 $ 14606 7-2-86 10-21-86 FeasibStudy Supvsn(Asend) 86-042-EDI-4A 4 EDI Inc RPS 7-14-86 8-20-86 1 14963 1S5592 S 20555 8-05-86 10-21-86 Feasib Study Suovsn(Auend) 86-042-EDI-48 4 EDIT Inc RPS 7-14-86 10-21-86 j 41002 0 S 41002 9-01-86 10-21-86 Case AnalysislFin orksh~p 86-045-HBC-13 7 HBC JA 8-10-86 12-31-86 $58166 1 8449 1 66615 8-28-86 Invest Pros Initiatives 86-047-TC-9 7 echnoconsult JA 8-24-86 11-30-86 As 45720 As 10688 As 564 8-28-86 Invest Prom Initiatives 86-048-Z-8 7 1elin JA 8-24-86 11-30-86 As 45400 Rs 10288 As 55688 8-28-86 Invest Pros Initiatives 86-049-IXIPX-5 7 IMITAG Pak JA 8-3-86 11-30-86 As 156304 As 21048 As 171352 8-28-86 10-21-86 Electrical Equip Elf 86-052-EM-5 2 ElConsultants RPS 6-26-86 12-22-86 As 143 752 As 37 916 As 181668 7-3-86 9-14-86 Trng Crsm Lecturers 86-054-IC-12 5 Techno Consult 0 8-19-86 10-9-86 AS 43130 As 33380 As 76510 7-24-86 8-7-86 Trng Crse Lecturers 86-055-1-6 5 lelin No 8-19-86 10-9-86 As 27250 R 2000 Is 29290 7-6-86 8-7-86 rng Needs Assemssent 86-059-IMIPK-6 5 INTRAG Pak MO 7-20-86 9-12-86 As 74 880 As 30 33 As 105211 7-6-86 7-13-86
Agr Sector Assessment 86-060-DEL-3 2 deLucia amp Assoc BA 9-9-86 9-29-86 $ 21804 $ 10674 S 32478 9-3-86 21-10-86 Agr Sector Assessment 86-061-TC-1O 2 lechno Consult BA 8-3-86 10-30-86 As 69360 As 12800 As 82160 8-12-86 21-10-86 ling 9 Outreach 86-062-1-7 6 melin O 7-27-86 10-16-86 As 38880 As 67190 As 106010 7-24-86 8-7-86 Cogin Case Study 86-063-TC-11 7 PES M10 6-17-86 6-30-86 As 8672 0 Os 8672 7-24-86 8-7-86 Audil FeasibStudy Counterp86-064-HiC-18 4 HBC JA 8-10-86 11-6-86 As 87475 Os 28891 As 116366 8-05-86 10-21-16 IranspEC Deaees Plan Update86-065-HBC-19 3 HBC JA 8-9-86 8-29-86 S 9071 S 2786 $ 11857 6-05-86 10-21-86
-do- (Amend) B6-065-8C-19A 3 HBC JA 8-31-86 9-23-86 $ 10886 $ 3011 $ 13897 9-1-86 9-14-6 1rng Xeeds Assessment L6-066-HBC-20 5 rjaeil N0 8-20-86 lO-1S-86 As 24000 As 12611 Rs 36611 8-28-86 9-14-86 1rng Needs Assessment 86-067-H8C-21 S DrAbdullah MO 8-20-86 10-15-86 As 24000 As 8551 As 32551 8-28-86 9-14-86 rng Needs Assessment 86-068-H8C-22 5 DrKhawaja K0 8-20-86 10-15-86 As 24000 As 8951 As 32951 8-28-86 9-14-86
Data last Development 86-069-H8C-23 3 Clismermann BA 9-4-86 9-24-86 $ 8425 S 3887 S 12312 9-3-86 9-14-86 Overall Prol ManagSurveys Feasib StudiesTechAsstt 86-070-TC-13 1 amp 4 Techno Consult BPS 9-1-86 9-1-88 Rs 3638791 0 Rs 3633911 9-10-86 Overall Proj lianagSurveys Feasib StudiesTechAsstt 86-071-1-9 1 amp 4 zelin BPS 9-1-86 7-1-88 gs2855230 0 As 2738380 9-10-86 Overall Proj ManagSurveys Feasib StudiesTechAsstt 86-012-EN-6 14 EMConsultants BPS 9-1-86 9-1-88 As 2772917 0 As 2772917 9-10-86 Overall Proj IanagSurveys feasib StudiesTechAsstt 86-07-INTPK-7 11 4 INIRAG P - RPS 9-1-86 9-1-88 As 2016460 0 Is2016460 9-10-86
7
30 FINANCIAL AND LEVEL OF EFFORT INFORMATION
Total expenses for the third quarter were $76465595 a 41 increase over the previous quarter Cumulative expenses to date were $134226174 472 of currently obligated funds and 147 of che contract budget Expenses in Consultant line and Other Direct Costs are exceeding their budget limits Exhibit 31 gives the expenses for the project to date and for the third quarter Exhibit 32 gives the monthly and cumulative labor expenses
A total of 91 man months of effort were expended in the third quarter almost twice the level of the total project to date Exhibit 33 shows the man months for the project to date both cumulative and monthly whereas Exhibit 34 shows the breakdown between Pakistani and US consultants
----------------------------------------- ------------------------------------------------------------
EXHIBIT 31 QUARTERLY EXPENDITURE
Third Quarter July -September 1986
Contract Budget Amount Amount Obligated to Date $ 2846000
Cost $8702084 Fixed Fee $ 414247 Total $9116331
Cumulative Expenditure Todate
Amount Cumulative Percent of Percent of
this to Budget Obligated Contract Obligated
Cost Category Period Date Amount Amount Budget Funds
1 SALARIES AND WAGES $ 12679078 $ 25223240 $ 146146800 45536000 1730 5540
USHome Office 11661835 23825097
Field Office 1017243 1398147
2 FRINGE BENEFITS 3722737 7648834 42213000 13091600 1810 5840
3 OVERHEAD 12194127 24486146 114477000 35859600 2140 6830
4 CONSULTANTS 1479700 2038425 2700000 853800 7550 23870
5 TRAVEL TRANSPORTATION ampPER DIEM 9946582 18039986 118528700 36998000 1520 4880
6 ALLOWANCES 1127181 3622806 19895800 6261200 1820 5790
7 CCMMODITIES 11210717 18563791 123500000 38421000 1500 4830
8 SUBCONTRACT(S) 18777470 24219988 295394000 92210400 820 2630
9 OTMER DIRECT COSTS 1853621 4284098 7353100 2276800 5830 18820
TOTAL COSTS 72991213 128127314 870208400 271508400 1470 4720
FIXED FEE 476 3474382 6098860 41424700 13091600 1470 4660
TOTAL COSTS ampFIXED FEE $ 76465595 $ 134226174 $ 911633100 284600000 1470 4720
Obligated funds (28 million) distributed by cost category
according to contract budget cost distribution
EXHIBIT 32 Monthly and Cumulative Labor $ Expended January to September 1986
Thousand $ 900 Cumulative $
800 Monthly $
700 I11
600
500
400
300
200 171 1504 12598
100 7 shy21 F_ ___ Jan Feb Mar Apr May Jun Jul Aug Sep
Month
Nz
EXHIBIT 33 Monthly and Cumulative Man-Months Expended January to September 1986
Man-Months
175 Cumulative Man-months
150
Monthly
Man-months125 I I
100
75
50 35
28 28 25 - 1
_ 10
0 2 4 F] ____I
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
EXHIBIT 34 Man-Months Expended by Consultants January to September 1986
Man-Months
40 R~ US Personnel
[Z Local Personnel 30 I
20
10
0 _ _ _ ____
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
8
40 PROBLEMS ENCOUNTERED AND RECO14MENDED SOLUTIONS
A complete review of the ENERCON program was heMd on Sept 25 1986 One of the primary purposes of the riview was to identify problems the program was experiencing and develop agreed upon solutions The following is a list of the issues presented and recommendations discussed at the review meeting
Program PolicyPhilosophy
Issues
o Perception of roles - do all members of the GOP and consultant teaml share perception of joint responsibility for the program
o Public or private sector emphasis o Crash program or not - program was designed as a
crash program but management procedures required by USAID and GOP do not reflect this
Recommendations
o Joint responsibility of the Technical Assistance Team and GOP for output
o GOP as counterparts not managers o Private sector emphasis o Management procedures consistent with a crash
program
Management Procedures
Issues
o Detailed work plan and deliverables - expectations regarding schedule and deliverables do not reflect reality of lack of GOP counterparts or level of effort type contract
o Task order process is long and cumbersome o Written communications are primarily one-way from
the consultant team to USAID USAID communications too informal
o Project is requiring an excessive amount of administrative time
Recommendations
o Important policies comments on reports technical directions and other important communications should be in writing
o The task order and report approval process should be streamlined
9
o Greater participation by GOPUSAID in task order planning
o Technicdl assistance team should hire more assistants
o Use of management by objectives
Levels of Effort
Issues
o Counterpart support below plan o Lack of continuity of USAID project managetent o Need clarification of policies regarding use of
Pakistani vs US consultants o Variable quality of subcontractors
Recommendations
o Pace of program implementation should match the level of GOP support
o Appoint a USAID dedicated project manager who can speak for USAID
o Change subcontractors if necessary
Facilities and Fquipment
Issues
o Insufficient office space is seriously affecting productivity
o Shortage of project vehicles - two vehicles promised for July 1 have not yet arrived
o Telex often inoperable o Title transfer procedure unclear
Recommendations
o Provide new office space ASAP o Colocate ENERCON and ENERPLAN o Provide two more project vehicles ASAP o Put telex under control of HBC and Mathtech o USAID should provide HBC with title transfer
procedures in writing
Institutional Structures
Issues
o ENERCON organizational structure not well defined o Relationship to ENERPLAN not well defined
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
TABLE OF CONTENTS
10 INTRODUCTION
20 SUMMARY OF ACCOMPLISHMENTS
21 Institutional Development Support 22 PlanningLegislationSpecial Studies 23 Data Base Development 24 SurveysTechnical SupportApplied Research 25 Training and Curriculum Development 26 Outreach and Information 27 Investment Promotion 27 Investment Promotion 28 Monitoring and Evaluation 29 TDY Trips During Third Quarter 210 Technical Reports Submitted During Third Quarter 211 Task Orders Submitted and Approved
30
40 PROBLEMS ENCOUNTERED AND RECOMMENDED SOLUTIONS
50 ACTIVITIES PLANNED FOR NEXT QUARTER
60 DETAILED FUNCTIONAL AREA ACTIVITIES
THIRD QUARTERLY REPORT
10 INTRODUCTION
The third quarter of the ENERCON Program showed a substantial increase in activity This was primarily a result of the completion of all subcontracts and the initiation of task orders with most subcontractors Expenditures for the quarter totaled $76465595 a 41 increase over the previous quarter Cumulative expenditures to date were $134226174 almost half of the currently obligated funds of $2846 million (see Exhibit 31)
Substantial progress was made in each of the eight functional areas presented in the Detailed Work Plan 38 task orders were issued of which 27 were approved 14 reports were completed in draft form and submitted to the GOP and USAID Highlights of the work during the third quarter include the initiation of 5 energy surveys and 5 feasibility studies in industrial plants the completion of a study on the potential and barriers to development of cogeneration and an action plan for cogeneration development a far-reaching assessment and plan for energy conservation education n Pakistan the initiation of data base development work across all sectors the conduct of a second energy management training course and initiation of work on a number of training manuals and a complete review of the ENERCON Program by USAID and the GOP
2
20 SUMMARY OF ACCOMPLISHMENTS
A complete summary of the accomplishments for the third quarter of the ENERCON Project is provided below by functional area
21 Institutional Development Support
o Prepared 12 position descriptions for the 6 senior and 6 junior professional positions of the proposed ENERCON organization
o Prepared summary materials of the ENERCON Program to date and presented to USAID and the GOP at a one-day program review meeting on Sept 25 1986
o Completed negotiations and received USAID approval on June 19 1986 for the following Pakistani subcontractors
- Techno ConsultPa tistan Engineering Services
- Zelin Inc - EM Consultants - Intrag Pakistan
o Prepared 38 task orders and received approval for 27
o Received approval for and brought in country two additional long-term advisors Mr Bruce Appelbaum and Mr Robert Anderson
22 PlanningLegislationSpecial Studies
o Reviewed the draft law with USAID and the GOP and prepared an analysis and comments on the resolution resolution passed by the Energy Policy Board and forwarded to the ECC
Completed the first phase of a special study on electricity conservation in the industrial and commercial sectors published draft report Data Compilation for Determining Electricity Conservation Potential
o Completed field work for special study on energy conservation potential in the agriculture sector
o Completed field work for design of energy conservation programme for the transportation sector
3
23 Data Base Development
o Completed a review of major data sources for energy conservation and data base neeis assessment for ENERCON published draft report Energy Conservation Data Base Neeas Assessment and Data Review
o Completed initial development work on buildings energy data base published draft report Building Sector Energy Data Base for Pakistan Interim Report
o Completed power sector data base development and input of all available data published draft report Power Sector Energy Data Base
o Copleted transportation sector data collection forms and sent out forms to selected institutions
o Completed computer file structures for industry power transport and buildings data bases
o Received approval and initiated procurement of nine additional computers
24 SurveysTechnical SupportApplied Research
o Initiated energy surveys in 5 plants
- Indus Jute Mills Karachi - National Tannerie Lahore - Shabbir Tiles Karachi - Glaxo Laboratories Lahore - Sampak Paper Lahore
o Initiated feasibility studies in 5 plants
- Kamran Steel Lahore - Cee Bee Textile Lahore - Pakland Paper Karachi - Adamjee Paper Nowshera - Farooq Textile Karachi
o Completed draft energy survey reports for
- Nakshbandi Industries Karachi - General Tyre and Rubbei Co Karachi
o Completed field work for energy survey of Aga Khan Hospital Karachi
4
o Completed model for conduct of feasibility studies published draft report Feasibility Study Process for Industrial Sector Demonstration Projects
o Established energy survey equipment loan program for subcontractors
o Completed field work for preliminary assessment of insulation industry in Pakistan
o Completed field work for demonstration of energy conservation techniques on 53 Plaza Building
25 Training and Curriculum Development
o Began the second 6-week training course on Industrial Energy Management in Lahore 57 persons attended
Participants in the Classroom Session
- Public Sector - 16 - Engineering Firms - 16 - Private Firms - 25
Participants in the Practical Sessions
- Public Sector - 7 - Encgineering Firms - 12 - Private Firms - 16
o Completed a comprehensive needs assessment of energy conservation training and education contracted with four Pakistani professors from different regions and different disciplines to provide input into the needs assessment and to review the draft report published rough draft report Energy Education in Pakistan
o Commenced preparation of a training manual for a one-day workshop on improving the efficiency of electrical use
o Commenced development of a one-day TotLal Energy Management course for plant owners and managers
5
o Completed internal drafts of the following training manuals
- Steam Boiler Efficiency Manual - Steam System Efficiency Manual
o Revised published and printed 200 copies of Industrial Energy Survey Reference Manual
26 Outreach and Information
o Revised and published Energy Equipment Cost Directory
o Initiated selection of a ad firm 23 respondents top three selected for further review
o Prepared Total Energy Management information materials for industry in draft revised 25 fact sheets for industry in Pakistan and made ready for printing
o Prepared overall strategy for development and dissemination of industrial information materials
o Prepared outline of strategy for national awareness campaign
27 Investment Promotion
o Completed case study of Finance and Trade Center in Karachi published report Case Studies in Energy Conservation Finance and Trade Center Project
o Initiated case studies on three other significant energy conservation projects using first one as a model
o Completed analysis of potential and barriers to cogeneration development in Pakistan published report Cogeneration Development in Pakistan Potential Impediments and Policy Issues
o Prepared action plan for cogeneration promotion for ENERCON published report Work Plan for Stimulating Cogeneration System Development in Pakistan
6
o Initiated study of the financing and banking practices in Pakistan relative to energy conservation projects
o Assistance was provided to KESC to analyze the financial aspects of 13 bids for the Hub Chowki Project
28 Monitoring and Evaluation
o Set up monitoring and management control procedures for all aspects of ENERCON activities including task orders deliverables TDYs expenses etc
o Monitored progress of program made presentation of progress to date to USAID and ENERCON on Sept 25 1986
o Started monthly reporting of ENERCON Project to senior GOP officials
29 TDY Trip During Third Quarter
Exhibit 21 provides a complete list of short-term consultants to the ENERCON Program during the third quarter
210 Technical Reports Submitted During Third Quarter
Exhibit 22 gives a complete listing of reports submitted to the GOP and USAID during the third quarter
211 Task Orders Submitted and Approved
Exhibit 23 gives a complete list of the task orders submitted and approved during the third quarter
EXHIBIT 21 TDY PERSONNEL TRIPS JULY 1-SEPT 30 1986
Name of Traveller Trip Arrival Date Departure Date Duration
Tafweez Chauhan First 30-Apr-1986 31-Oct-1986 183
Jack Stafurick First 08-Jun-1986 08-Jul-1986 30
Pirooz Sharafi First 11-Jun-1986 07-Jul-1986 27
R Anderson First 12-Jun-86 12-Aug-1986 30
Robert Kowalski First 14-Jun-1986 23-Sep-1986 102
Godferd 0 Gerth First 18-Jun-1986 09-Aug-1986 52
Dr Almeida Fir-st 30-Jun-1986 09-Aug-1986 39
Amin Lakhani First 06-Jul-1986 12-Dec-1986 178
Charles Zimmermann First 07-Jul-1986 07-Aug-1986 30
Barry Tunnah First 14-Jul-1986 14-Aug-1986 30
Ghulam H Nezhad First 03-Aug-1986 30-Aug-1986 28
Thomas Smith First 06-Aig-1986 02-Sep-1986 27
Paul Thorne Second 18-Aug-1986 02-Oct-1986 46
Pirooz Sharafi Second 23-Aug-1986 31-Aug-1986 8
Jack Stafurick Second 26-Aug-1986 02-Sep-1986 8
Peter Bos Second 04-Sep-1986 07-Oct-1986 34
Charles Zimmermann Second 04-Sep-1986 25-Sep-1986 22
Chris Hurst First 15-Sep-1986 06-Oct-1986 22
Russel deLucia First 21-Sep-1986 04-Oct-1986 14
Chris La Farge First 22-Sep-1986 05-Oct-1986 14
Barry Tunnah Second 22-Sep-1986 11-Oct-1986 20
Peter Miller First 22-Sep-1986 26-Nov-1986 66
Henry Claud- Bailly Second 22-Sep-1986 28-Sep-1986 7
EXHIBIT 22
Sr No
ENERCON-8b-3
ENERCON-86-4
E4ERCDN-EI-6
ENERCON-26-7
EER -E-8
ENE 70N- 36- 9
ENERCON-86-O
ENE3CGN-36-il
ENERC3i--l2
ENERCGN-56-13
ENERCON-3b-14
ENERON-t-1S
ENERCON-36-17
ENERC2N--l
TECHNICAL REPORTS SUBMITTED JULY I -
Title
Energy Equipment Cost Directory -First Edition
Case Studies inEnergy Conservation Finance amp Traae Center Cogeneration
Pro ecr
Cogeneration Development inPaKistan Potential Impediments amp Policy Issues
Work Plan for Stimulating Cogeneration System Development inPakistan
Feasibill ti Study Process for Industrial Sector Demonstration Pro ect
Enerqy onserva-ion Data Base Neeas Data Reviewsssmpnt
Builiinq Sector Energy Data Base for Paistan interim Recort
Energy Eiuuation for Pakistan
Inustria Energy urvey
Naxsnoandi Inaustries
Inaustrial Energy Survey General Tyre amp Ruooer Co
industrial Enerql Survey Reference Manual
Power Sector Energy Data Base
Data Comoilation for Determining Electricity Conseria tion Potential
ENERCON St3aff Position Description
Execute Sunmarv
SEPT 30 1986
Prepared By
HBC
HBCPES
HBO PSharafi
HBC PSharafi
EDI 8 Tunnah
HBO RConte
HBC JStafurik
HBCezhad Smith
Techno
Consult
Techno Consult
H8C
HBC
DeLicia
HBC
Date Task Order Draft Task Ref Submitted
62 81386
86-008-HBC5 8586
86-008-HB-5 8ab
86-008-HBC-5A 81386
36-042-EDI4 9786
86-004-H802 9786
86-036-H83-12 9786
86-057-HBC-16 9786 86-057-HBC-17
8E-003-TCI 81186
86-003-TCI 81186
62 8j2086
86-036-NBC-11 911086
86-051-DEL-2 9178t
11 91136
TECHNICALXACLEt IIALLY ampCO -- ENERCON ASSISTANCE PROJECT- LIST OF IASK ORDERS SUBMITTED L APPROVED DURING JULY I - SEPT 30 DATE 20-1ev-A PA
bescriptioA TO Number FA S T Consultant LT Time Frame Labor Expenses Total Task Order task Order Subcontractor Responsib Begin End Budget Budget Budget Transmitted Approved
EA Course Logist Supp Aend 86-003-TC-IA S Techno Consult no 2-24-86 7-15-86 Ps174475 9-1-86 9-14-86 Cog lmitiatives(Azendsent) 86-O08-HBC-SA 7 PSharafi BA 6 days S 2925 S 843 S 3768 8-26-96 9-14-86 EACourse Logist Suppt 86-016-EM-I 5 EN Consultants MO 6-15-86 12-31-86 As 132972 As 4 640 As 177612 7-6-86 8-7-86 Feasibility Studies 86-018-TC-3 4 Technoconsult RPS 7-15-86 8-31-86 As 274 050 As 26714 As 300764 7-4-86 8-7-86 Feasibility Studies 86-019-INIPI-2 4 INTRAG Pak RPS 8-10-86 9-30-86 As 145 100 As 14534 Is 157634 7-4-86 8-7-86 Feasibility Studies 86-020-1-2 4 Zelin BPS 8-15-86 10-31-86 As 278 150 Is59882 As 337032 7-4-86 8-7-86 Feasibility Studies 86-021-EM-2 4 EM Consultants RPS 7-15-86 8-31-86 As 187795 As 24928 As 212723 7-4-86 8-7-16 0 Base luildings (Aiend) 86-036-HBC-12A 3 JStafurik BA S days S 3320 S Ill S 4433 8-28-86 10-21-36 Data lias-Buildings 86-037-H8C-5 3 JStafurik BA 18 days S 11950 $ 2656 $ 14606 7-2-86 10-21-86 FeasibStudy Supvsn(Asend) 86-042-EDI-4A 4 EDI Inc RPS 7-14-86 8-20-86 1 14963 1S5592 S 20555 8-05-86 10-21-86 Feasib Study Suovsn(Auend) 86-042-EDI-48 4 EDIT Inc RPS 7-14-86 10-21-86 j 41002 0 S 41002 9-01-86 10-21-86 Case AnalysislFin orksh~p 86-045-HBC-13 7 HBC JA 8-10-86 12-31-86 $58166 1 8449 1 66615 8-28-86 Invest Pros Initiatives 86-047-TC-9 7 echnoconsult JA 8-24-86 11-30-86 As 45720 As 10688 As 564 8-28-86 Invest Prom Initiatives 86-048-Z-8 7 1elin JA 8-24-86 11-30-86 As 45400 Rs 10288 As 55688 8-28-86 Invest Pros Initiatives 86-049-IXIPX-5 7 IMITAG Pak JA 8-3-86 11-30-86 As 156304 As 21048 As 171352 8-28-86 10-21-86 Electrical Equip Elf 86-052-EM-5 2 ElConsultants RPS 6-26-86 12-22-86 As 143 752 As 37 916 As 181668 7-3-86 9-14-86 Trng Crsm Lecturers 86-054-IC-12 5 Techno Consult 0 8-19-86 10-9-86 AS 43130 As 33380 As 76510 7-24-86 8-7-86 Trng Crse Lecturers 86-055-1-6 5 lelin No 8-19-86 10-9-86 As 27250 R 2000 Is 29290 7-6-86 8-7-86 rng Needs Assemssent 86-059-IMIPK-6 5 INTRAG Pak MO 7-20-86 9-12-86 As 74 880 As 30 33 As 105211 7-6-86 7-13-86
Agr Sector Assessment 86-060-DEL-3 2 deLucia amp Assoc BA 9-9-86 9-29-86 $ 21804 $ 10674 S 32478 9-3-86 21-10-86 Agr Sector Assessment 86-061-TC-1O 2 lechno Consult BA 8-3-86 10-30-86 As 69360 As 12800 As 82160 8-12-86 21-10-86 ling 9 Outreach 86-062-1-7 6 melin O 7-27-86 10-16-86 As 38880 As 67190 As 106010 7-24-86 8-7-86 Cogin Case Study 86-063-TC-11 7 PES M10 6-17-86 6-30-86 As 8672 0 Os 8672 7-24-86 8-7-86 Audil FeasibStudy Counterp86-064-HiC-18 4 HBC JA 8-10-86 11-6-86 As 87475 Os 28891 As 116366 8-05-86 10-21-16 IranspEC Deaees Plan Update86-065-HBC-19 3 HBC JA 8-9-86 8-29-86 S 9071 S 2786 $ 11857 6-05-86 10-21-86
-do- (Amend) B6-065-8C-19A 3 HBC JA 8-31-86 9-23-86 $ 10886 $ 3011 $ 13897 9-1-86 9-14-6 1rng Xeeds Assessment L6-066-HBC-20 5 rjaeil N0 8-20-86 lO-1S-86 As 24000 As 12611 Rs 36611 8-28-86 9-14-86 1rng Needs Assessment 86-067-H8C-21 S DrAbdullah MO 8-20-86 10-15-86 As 24000 As 8551 As 32551 8-28-86 9-14-86 rng Needs Assessment 86-068-H8C-22 5 DrKhawaja K0 8-20-86 10-15-86 As 24000 As 8951 As 32951 8-28-86 9-14-86
Data last Development 86-069-H8C-23 3 Clismermann BA 9-4-86 9-24-86 $ 8425 S 3887 S 12312 9-3-86 9-14-86 Overall Prol ManagSurveys Feasib StudiesTechAsstt 86-070-TC-13 1 amp 4 Techno Consult BPS 9-1-86 9-1-88 Rs 3638791 0 Rs 3633911 9-10-86 Overall Proj lianagSurveys Feasib StudiesTechAsstt 86-071-1-9 1 amp 4 zelin BPS 9-1-86 7-1-88 gs2855230 0 As 2738380 9-10-86 Overall Proj ManagSurveys Feasib StudiesTechAsstt 86-012-EN-6 14 EMConsultants BPS 9-1-86 9-1-88 As 2772917 0 As 2772917 9-10-86 Overall Proj IanagSurveys feasib StudiesTechAsstt 86-07-INTPK-7 11 4 INIRAG P - RPS 9-1-86 9-1-88 As 2016460 0 Is2016460 9-10-86
7
30 FINANCIAL AND LEVEL OF EFFORT INFORMATION
Total expenses for the third quarter were $76465595 a 41 increase over the previous quarter Cumulative expenses to date were $134226174 472 of currently obligated funds and 147 of che contract budget Expenses in Consultant line and Other Direct Costs are exceeding their budget limits Exhibit 31 gives the expenses for the project to date and for the third quarter Exhibit 32 gives the monthly and cumulative labor expenses
A total of 91 man months of effort were expended in the third quarter almost twice the level of the total project to date Exhibit 33 shows the man months for the project to date both cumulative and monthly whereas Exhibit 34 shows the breakdown between Pakistani and US consultants
----------------------------------------- ------------------------------------------------------------
EXHIBIT 31 QUARTERLY EXPENDITURE
Third Quarter July -September 1986
Contract Budget Amount Amount Obligated to Date $ 2846000
Cost $8702084 Fixed Fee $ 414247 Total $9116331
Cumulative Expenditure Todate
Amount Cumulative Percent of Percent of
this to Budget Obligated Contract Obligated
Cost Category Period Date Amount Amount Budget Funds
1 SALARIES AND WAGES $ 12679078 $ 25223240 $ 146146800 45536000 1730 5540
USHome Office 11661835 23825097
Field Office 1017243 1398147
2 FRINGE BENEFITS 3722737 7648834 42213000 13091600 1810 5840
3 OVERHEAD 12194127 24486146 114477000 35859600 2140 6830
4 CONSULTANTS 1479700 2038425 2700000 853800 7550 23870
5 TRAVEL TRANSPORTATION ampPER DIEM 9946582 18039986 118528700 36998000 1520 4880
6 ALLOWANCES 1127181 3622806 19895800 6261200 1820 5790
7 CCMMODITIES 11210717 18563791 123500000 38421000 1500 4830
8 SUBCONTRACT(S) 18777470 24219988 295394000 92210400 820 2630
9 OTMER DIRECT COSTS 1853621 4284098 7353100 2276800 5830 18820
TOTAL COSTS 72991213 128127314 870208400 271508400 1470 4720
FIXED FEE 476 3474382 6098860 41424700 13091600 1470 4660
TOTAL COSTS ampFIXED FEE $ 76465595 $ 134226174 $ 911633100 284600000 1470 4720
Obligated funds (28 million) distributed by cost category
according to contract budget cost distribution
EXHIBIT 32 Monthly and Cumulative Labor $ Expended January to September 1986
Thousand $ 900 Cumulative $
800 Monthly $
700 I11
600
500
400
300
200 171 1504 12598
100 7 shy21 F_ ___ Jan Feb Mar Apr May Jun Jul Aug Sep
Month
Nz
EXHIBIT 33 Monthly and Cumulative Man-Months Expended January to September 1986
Man-Months
175 Cumulative Man-months
150
Monthly
Man-months125 I I
100
75
50 35
28 28 25 - 1
_ 10
0 2 4 F] ____I
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
EXHIBIT 34 Man-Months Expended by Consultants January to September 1986
Man-Months
40 R~ US Personnel
[Z Local Personnel 30 I
20
10
0 _ _ _ ____
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
8
40 PROBLEMS ENCOUNTERED AND RECO14MENDED SOLUTIONS
A complete review of the ENERCON program was heMd on Sept 25 1986 One of the primary purposes of the riview was to identify problems the program was experiencing and develop agreed upon solutions The following is a list of the issues presented and recommendations discussed at the review meeting
Program PolicyPhilosophy
Issues
o Perception of roles - do all members of the GOP and consultant teaml share perception of joint responsibility for the program
o Public or private sector emphasis o Crash program or not - program was designed as a
crash program but management procedures required by USAID and GOP do not reflect this
Recommendations
o Joint responsibility of the Technical Assistance Team and GOP for output
o GOP as counterparts not managers o Private sector emphasis o Management procedures consistent with a crash
program
Management Procedures
Issues
o Detailed work plan and deliverables - expectations regarding schedule and deliverables do not reflect reality of lack of GOP counterparts or level of effort type contract
o Task order process is long and cumbersome o Written communications are primarily one-way from
the consultant team to USAID USAID communications too informal
o Project is requiring an excessive amount of administrative time
Recommendations
o Important policies comments on reports technical directions and other important communications should be in writing
o The task order and report approval process should be streamlined
9
o Greater participation by GOPUSAID in task order planning
o Technicdl assistance team should hire more assistants
o Use of management by objectives
Levels of Effort
Issues
o Counterpart support below plan o Lack of continuity of USAID project managetent o Need clarification of policies regarding use of
Pakistani vs US consultants o Variable quality of subcontractors
Recommendations
o Pace of program implementation should match the level of GOP support
o Appoint a USAID dedicated project manager who can speak for USAID
o Change subcontractors if necessary
Facilities and Fquipment
Issues
o Insufficient office space is seriously affecting productivity
o Shortage of project vehicles - two vehicles promised for July 1 have not yet arrived
o Telex often inoperable o Title transfer procedure unclear
Recommendations
o Provide new office space ASAP o Colocate ENERCON and ENERPLAN o Provide two more project vehicles ASAP o Put telex under control of HBC and Mathtech o USAID should provide HBC with title transfer
procedures in writing
Institutional Structures
Issues
o ENERCON organizational structure not well defined o Relationship to ENERPLAN not well defined
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
THIRD QUARTERLY REPORT
10 INTRODUCTION
The third quarter of the ENERCON Program showed a substantial increase in activity This was primarily a result of the completion of all subcontracts and the initiation of task orders with most subcontractors Expenditures for the quarter totaled $76465595 a 41 increase over the previous quarter Cumulative expenditures to date were $134226174 almost half of the currently obligated funds of $2846 million (see Exhibit 31)
Substantial progress was made in each of the eight functional areas presented in the Detailed Work Plan 38 task orders were issued of which 27 were approved 14 reports were completed in draft form and submitted to the GOP and USAID Highlights of the work during the third quarter include the initiation of 5 energy surveys and 5 feasibility studies in industrial plants the completion of a study on the potential and barriers to development of cogeneration and an action plan for cogeneration development a far-reaching assessment and plan for energy conservation education n Pakistan the initiation of data base development work across all sectors the conduct of a second energy management training course and initiation of work on a number of training manuals and a complete review of the ENERCON Program by USAID and the GOP
2
20 SUMMARY OF ACCOMPLISHMENTS
A complete summary of the accomplishments for the third quarter of the ENERCON Project is provided below by functional area
21 Institutional Development Support
o Prepared 12 position descriptions for the 6 senior and 6 junior professional positions of the proposed ENERCON organization
o Prepared summary materials of the ENERCON Program to date and presented to USAID and the GOP at a one-day program review meeting on Sept 25 1986
o Completed negotiations and received USAID approval on June 19 1986 for the following Pakistani subcontractors
- Techno ConsultPa tistan Engineering Services
- Zelin Inc - EM Consultants - Intrag Pakistan
o Prepared 38 task orders and received approval for 27
o Received approval for and brought in country two additional long-term advisors Mr Bruce Appelbaum and Mr Robert Anderson
22 PlanningLegislationSpecial Studies
o Reviewed the draft law with USAID and the GOP and prepared an analysis and comments on the resolution resolution passed by the Energy Policy Board and forwarded to the ECC
Completed the first phase of a special study on electricity conservation in the industrial and commercial sectors published draft report Data Compilation for Determining Electricity Conservation Potential
o Completed field work for special study on energy conservation potential in the agriculture sector
o Completed field work for design of energy conservation programme for the transportation sector
3
23 Data Base Development
o Completed a review of major data sources for energy conservation and data base neeis assessment for ENERCON published draft report Energy Conservation Data Base Neeas Assessment and Data Review
o Completed initial development work on buildings energy data base published draft report Building Sector Energy Data Base for Pakistan Interim Report
o Completed power sector data base development and input of all available data published draft report Power Sector Energy Data Base
o Copleted transportation sector data collection forms and sent out forms to selected institutions
o Completed computer file structures for industry power transport and buildings data bases
o Received approval and initiated procurement of nine additional computers
24 SurveysTechnical SupportApplied Research
o Initiated energy surveys in 5 plants
- Indus Jute Mills Karachi - National Tannerie Lahore - Shabbir Tiles Karachi - Glaxo Laboratories Lahore - Sampak Paper Lahore
o Initiated feasibility studies in 5 plants
- Kamran Steel Lahore - Cee Bee Textile Lahore - Pakland Paper Karachi - Adamjee Paper Nowshera - Farooq Textile Karachi
o Completed draft energy survey reports for
- Nakshbandi Industries Karachi - General Tyre and Rubbei Co Karachi
o Completed field work for energy survey of Aga Khan Hospital Karachi
4
o Completed model for conduct of feasibility studies published draft report Feasibility Study Process for Industrial Sector Demonstration Projects
o Established energy survey equipment loan program for subcontractors
o Completed field work for preliminary assessment of insulation industry in Pakistan
o Completed field work for demonstration of energy conservation techniques on 53 Plaza Building
25 Training and Curriculum Development
o Began the second 6-week training course on Industrial Energy Management in Lahore 57 persons attended
Participants in the Classroom Session
- Public Sector - 16 - Engineering Firms - 16 - Private Firms - 25
Participants in the Practical Sessions
- Public Sector - 7 - Encgineering Firms - 12 - Private Firms - 16
o Completed a comprehensive needs assessment of energy conservation training and education contracted with four Pakistani professors from different regions and different disciplines to provide input into the needs assessment and to review the draft report published rough draft report Energy Education in Pakistan
o Commenced preparation of a training manual for a one-day workshop on improving the efficiency of electrical use
o Commenced development of a one-day TotLal Energy Management course for plant owners and managers
5
o Completed internal drafts of the following training manuals
- Steam Boiler Efficiency Manual - Steam System Efficiency Manual
o Revised published and printed 200 copies of Industrial Energy Survey Reference Manual
26 Outreach and Information
o Revised and published Energy Equipment Cost Directory
o Initiated selection of a ad firm 23 respondents top three selected for further review
o Prepared Total Energy Management information materials for industry in draft revised 25 fact sheets for industry in Pakistan and made ready for printing
o Prepared overall strategy for development and dissemination of industrial information materials
o Prepared outline of strategy for national awareness campaign
27 Investment Promotion
o Completed case study of Finance and Trade Center in Karachi published report Case Studies in Energy Conservation Finance and Trade Center Project
o Initiated case studies on three other significant energy conservation projects using first one as a model
o Completed analysis of potential and barriers to cogeneration development in Pakistan published report Cogeneration Development in Pakistan Potential Impediments and Policy Issues
o Prepared action plan for cogeneration promotion for ENERCON published report Work Plan for Stimulating Cogeneration System Development in Pakistan
6
o Initiated study of the financing and banking practices in Pakistan relative to energy conservation projects
o Assistance was provided to KESC to analyze the financial aspects of 13 bids for the Hub Chowki Project
28 Monitoring and Evaluation
o Set up monitoring and management control procedures for all aspects of ENERCON activities including task orders deliverables TDYs expenses etc
o Monitored progress of program made presentation of progress to date to USAID and ENERCON on Sept 25 1986
o Started monthly reporting of ENERCON Project to senior GOP officials
29 TDY Trip During Third Quarter
Exhibit 21 provides a complete list of short-term consultants to the ENERCON Program during the third quarter
210 Technical Reports Submitted During Third Quarter
Exhibit 22 gives a complete listing of reports submitted to the GOP and USAID during the third quarter
211 Task Orders Submitted and Approved
Exhibit 23 gives a complete list of the task orders submitted and approved during the third quarter
EXHIBIT 21 TDY PERSONNEL TRIPS JULY 1-SEPT 30 1986
Name of Traveller Trip Arrival Date Departure Date Duration
Tafweez Chauhan First 30-Apr-1986 31-Oct-1986 183
Jack Stafurick First 08-Jun-1986 08-Jul-1986 30
Pirooz Sharafi First 11-Jun-1986 07-Jul-1986 27
R Anderson First 12-Jun-86 12-Aug-1986 30
Robert Kowalski First 14-Jun-1986 23-Sep-1986 102
Godferd 0 Gerth First 18-Jun-1986 09-Aug-1986 52
Dr Almeida Fir-st 30-Jun-1986 09-Aug-1986 39
Amin Lakhani First 06-Jul-1986 12-Dec-1986 178
Charles Zimmermann First 07-Jul-1986 07-Aug-1986 30
Barry Tunnah First 14-Jul-1986 14-Aug-1986 30
Ghulam H Nezhad First 03-Aug-1986 30-Aug-1986 28
Thomas Smith First 06-Aig-1986 02-Sep-1986 27
Paul Thorne Second 18-Aug-1986 02-Oct-1986 46
Pirooz Sharafi Second 23-Aug-1986 31-Aug-1986 8
Jack Stafurick Second 26-Aug-1986 02-Sep-1986 8
Peter Bos Second 04-Sep-1986 07-Oct-1986 34
Charles Zimmermann Second 04-Sep-1986 25-Sep-1986 22
Chris Hurst First 15-Sep-1986 06-Oct-1986 22
Russel deLucia First 21-Sep-1986 04-Oct-1986 14
Chris La Farge First 22-Sep-1986 05-Oct-1986 14
Barry Tunnah Second 22-Sep-1986 11-Oct-1986 20
Peter Miller First 22-Sep-1986 26-Nov-1986 66
Henry Claud- Bailly Second 22-Sep-1986 28-Sep-1986 7
EXHIBIT 22
Sr No
ENERCON-8b-3
ENERCON-86-4
E4ERCDN-EI-6
ENERCON-26-7
EER -E-8
ENE 70N- 36- 9
ENERCON-86-O
ENE3CGN-36-il
ENERC3i--l2
ENERCGN-56-13
ENERCON-3b-14
ENERON-t-1S
ENERCON-36-17
ENERC2N--l
TECHNICAL REPORTS SUBMITTED JULY I -
Title
Energy Equipment Cost Directory -First Edition
Case Studies inEnergy Conservation Finance amp Traae Center Cogeneration
Pro ecr
Cogeneration Development inPaKistan Potential Impediments amp Policy Issues
Work Plan for Stimulating Cogeneration System Development inPakistan
Feasibill ti Study Process for Industrial Sector Demonstration Pro ect
Enerqy onserva-ion Data Base Neeas Data Reviewsssmpnt
Builiinq Sector Energy Data Base for Paistan interim Recort
Energy Eiuuation for Pakistan
Inustria Energy urvey
Naxsnoandi Inaustries
Inaustrial Energy Survey General Tyre amp Ruooer Co
industrial Enerql Survey Reference Manual
Power Sector Energy Data Base
Data Comoilation for Determining Electricity Conseria tion Potential
ENERCON St3aff Position Description
Execute Sunmarv
SEPT 30 1986
Prepared By
HBC
HBCPES
HBO PSharafi
HBC PSharafi
EDI 8 Tunnah
HBO RConte
HBC JStafurik
HBCezhad Smith
Techno
Consult
Techno Consult
H8C
HBC
DeLicia
HBC
Date Task Order Draft Task Ref Submitted
62 81386
86-008-HBC5 8586
86-008-HB-5 8ab
86-008-HBC-5A 81386
36-042-EDI4 9786
86-004-H802 9786
86-036-H83-12 9786
86-057-HBC-16 9786 86-057-HBC-17
8E-003-TCI 81186
86-003-TCI 81186
62 8j2086
86-036-NBC-11 911086
86-051-DEL-2 9178t
11 91136
TECHNICALXACLEt IIALLY ampCO -- ENERCON ASSISTANCE PROJECT- LIST OF IASK ORDERS SUBMITTED L APPROVED DURING JULY I - SEPT 30 DATE 20-1ev-A PA
bescriptioA TO Number FA S T Consultant LT Time Frame Labor Expenses Total Task Order task Order Subcontractor Responsib Begin End Budget Budget Budget Transmitted Approved
EA Course Logist Supp Aend 86-003-TC-IA S Techno Consult no 2-24-86 7-15-86 Ps174475 9-1-86 9-14-86 Cog lmitiatives(Azendsent) 86-O08-HBC-SA 7 PSharafi BA 6 days S 2925 S 843 S 3768 8-26-96 9-14-86 EACourse Logist Suppt 86-016-EM-I 5 EN Consultants MO 6-15-86 12-31-86 As 132972 As 4 640 As 177612 7-6-86 8-7-86 Feasibility Studies 86-018-TC-3 4 Technoconsult RPS 7-15-86 8-31-86 As 274 050 As 26714 As 300764 7-4-86 8-7-86 Feasibility Studies 86-019-INIPI-2 4 INTRAG Pak RPS 8-10-86 9-30-86 As 145 100 As 14534 Is 157634 7-4-86 8-7-86 Feasibility Studies 86-020-1-2 4 Zelin BPS 8-15-86 10-31-86 As 278 150 Is59882 As 337032 7-4-86 8-7-86 Feasibility Studies 86-021-EM-2 4 EM Consultants RPS 7-15-86 8-31-86 As 187795 As 24928 As 212723 7-4-86 8-7-16 0 Base luildings (Aiend) 86-036-HBC-12A 3 JStafurik BA S days S 3320 S Ill S 4433 8-28-86 10-21-36 Data lias-Buildings 86-037-H8C-5 3 JStafurik BA 18 days S 11950 $ 2656 $ 14606 7-2-86 10-21-86 FeasibStudy Supvsn(Asend) 86-042-EDI-4A 4 EDI Inc RPS 7-14-86 8-20-86 1 14963 1S5592 S 20555 8-05-86 10-21-86 Feasib Study Suovsn(Auend) 86-042-EDI-48 4 EDIT Inc RPS 7-14-86 10-21-86 j 41002 0 S 41002 9-01-86 10-21-86 Case AnalysislFin orksh~p 86-045-HBC-13 7 HBC JA 8-10-86 12-31-86 $58166 1 8449 1 66615 8-28-86 Invest Pros Initiatives 86-047-TC-9 7 echnoconsult JA 8-24-86 11-30-86 As 45720 As 10688 As 564 8-28-86 Invest Prom Initiatives 86-048-Z-8 7 1elin JA 8-24-86 11-30-86 As 45400 Rs 10288 As 55688 8-28-86 Invest Pros Initiatives 86-049-IXIPX-5 7 IMITAG Pak JA 8-3-86 11-30-86 As 156304 As 21048 As 171352 8-28-86 10-21-86 Electrical Equip Elf 86-052-EM-5 2 ElConsultants RPS 6-26-86 12-22-86 As 143 752 As 37 916 As 181668 7-3-86 9-14-86 Trng Crsm Lecturers 86-054-IC-12 5 Techno Consult 0 8-19-86 10-9-86 AS 43130 As 33380 As 76510 7-24-86 8-7-86 Trng Crse Lecturers 86-055-1-6 5 lelin No 8-19-86 10-9-86 As 27250 R 2000 Is 29290 7-6-86 8-7-86 rng Needs Assemssent 86-059-IMIPK-6 5 INTRAG Pak MO 7-20-86 9-12-86 As 74 880 As 30 33 As 105211 7-6-86 7-13-86
Agr Sector Assessment 86-060-DEL-3 2 deLucia amp Assoc BA 9-9-86 9-29-86 $ 21804 $ 10674 S 32478 9-3-86 21-10-86 Agr Sector Assessment 86-061-TC-1O 2 lechno Consult BA 8-3-86 10-30-86 As 69360 As 12800 As 82160 8-12-86 21-10-86 ling 9 Outreach 86-062-1-7 6 melin O 7-27-86 10-16-86 As 38880 As 67190 As 106010 7-24-86 8-7-86 Cogin Case Study 86-063-TC-11 7 PES M10 6-17-86 6-30-86 As 8672 0 Os 8672 7-24-86 8-7-86 Audil FeasibStudy Counterp86-064-HiC-18 4 HBC JA 8-10-86 11-6-86 As 87475 Os 28891 As 116366 8-05-86 10-21-16 IranspEC Deaees Plan Update86-065-HBC-19 3 HBC JA 8-9-86 8-29-86 S 9071 S 2786 $ 11857 6-05-86 10-21-86
-do- (Amend) B6-065-8C-19A 3 HBC JA 8-31-86 9-23-86 $ 10886 $ 3011 $ 13897 9-1-86 9-14-6 1rng Xeeds Assessment L6-066-HBC-20 5 rjaeil N0 8-20-86 lO-1S-86 As 24000 As 12611 Rs 36611 8-28-86 9-14-86 1rng Needs Assessment 86-067-H8C-21 S DrAbdullah MO 8-20-86 10-15-86 As 24000 As 8551 As 32551 8-28-86 9-14-86 rng Needs Assessment 86-068-H8C-22 5 DrKhawaja K0 8-20-86 10-15-86 As 24000 As 8951 As 32951 8-28-86 9-14-86
Data last Development 86-069-H8C-23 3 Clismermann BA 9-4-86 9-24-86 $ 8425 S 3887 S 12312 9-3-86 9-14-86 Overall Prol ManagSurveys Feasib StudiesTechAsstt 86-070-TC-13 1 amp 4 Techno Consult BPS 9-1-86 9-1-88 Rs 3638791 0 Rs 3633911 9-10-86 Overall Proj lianagSurveys Feasib StudiesTechAsstt 86-071-1-9 1 amp 4 zelin BPS 9-1-86 7-1-88 gs2855230 0 As 2738380 9-10-86 Overall Proj ManagSurveys Feasib StudiesTechAsstt 86-012-EN-6 14 EMConsultants BPS 9-1-86 9-1-88 As 2772917 0 As 2772917 9-10-86 Overall Proj IanagSurveys feasib StudiesTechAsstt 86-07-INTPK-7 11 4 INIRAG P - RPS 9-1-86 9-1-88 As 2016460 0 Is2016460 9-10-86
7
30 FINANCIAL AND LEVEL OF EFFORT INFORMATION
Total expenses for the third quarter were $76465595 a 41 increase over the previous quarter Cumulative expenses to date were $134226174 472 of currently obligated funds and 147 of che contract budget Expenses in Consultant line and Other Direct Costs are exceeding their budget limits Exhibit 31 gives the expenses for the project to date and for the third quarter Exhibit 32 gives the monthly and cumulative labor expenses
A total of 91 man months of effort were expended in the third quarter almost twice the level of the total project to date Exhibit 33 shows the man months for the project to date both cumulative and monthly whereas Exhibit 34 shows the breakdown between Pakistani and US consultants
----------------------------------------- ------------------------------------------------------------
EXHIBIT 31 QUARTERLY EXPENDITURE
Third Quarter July -September 1986
Contract Budget Amount Amount Obligated to Date $ 2846000
Cost $8702084 Fixed Fee $ 414247 Total $9116331
Cumulative Expenditure Todate
Amount Cumulative Percent of Percent of
this to Budget Obligated Contract Obligated
Cost Category Period Date Amount Amount Budget Funds
1 SALARIES AND WAGES $ 12679078 $ 25223240 $ 146146800 45536000 1730 5540
USHome Office 11661835 23825097
Field Office 1017243 1398147
2 FRINGE BENEFITS 3722737 7648834 42213000 13091600 1810 5840
3 OVERHEAD 12194127 24486146 114477000 35859600 2140 6830
4 CONSULTANTS 1479700 2038425 2700000 853800 7550 23870
5 TRAVEL TRANSPORTATION ampPER DIEM 9946582 18039986 118528700 36998000 1520 4880
6 ALLOWANCES 1127181 3622806 19895800 6261200 1820 5790
7 CCMMODITIES 11210717 18563791 123500000 38421000 1500 4830
8 SUBCONTRACT(S) 18777470 24219988 295394000 92210400 820 2630
9 OTMER DIRECT COSTS 1853621 4284098 7353100 2276800 5830 18820
TOTAL COSTS 72991213 128127314 870208400 271508400 1470 4720
FIXED FEE 476 3474382 6098860 41424700 13091600 1470 4660
TOTAL COSTS ampFIXED FEE $ 76465595 $ 134226174 $ 911633100 284600000 1470 4720
Obligated funds (28 million) distributed by cost category
according to contract budget cost distribution
EXHIBIT 32 Monthly and Cumulative Labor $ Expended January to September 1986
Thousand $ 900 Cumulative $
800 Monthly $
700 I11
600
500
400
300
200 171 1504 12598
100 7 shy21 F_ ___ Jan Feb Mar Apr May Jun Jul Aug Sep
Month
Nz
EXHIBIT 33 Monthly and Cumulative Man-Months Expended January to September 1986
Man-Months
175 Cumulative Man-months
150
Monthly
Man-months125 I I
100
75
50 35
28 28 25 - 1
_ 10
0 2 4 F] ____I
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
EXHIBIT 34 Man-Months Expended by Consultants January to September 1986
Man-Months
40 R~ US Personnel
[Z Local Personnel 30 I
20
10
0 _ _ _ ____
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
8
40 PROBLEMS ENCOUNTERED AND RECO14MENDED SOLUTIONS
A complete review of the ENERCON program was heMd on Sept 25 1986 One of the primary purposes of the riview was to identify problems the program was experiencing and develop agreed upon solutions The following is a list of the issues presented and recommendations discussed at the review meeting
Program PolicyPhilosophy
Issues
o Perception of roles - do all members of the GOP and consultant teaml share perception of joint responsibility for the program
o Public or private sector emphasis o Crash program or not - program was designed as a
crash program but management procedures required by USAID and GOP do not reflect this
Recommendations
o Joint responsibility of the Technical Assistance Team and GOP for output
o GOP as counterparts not managers o Private sector emphasis o Management procedures consistent with a crash
program
Management Procedures
Issues
o Detailed work plan and deliverables - expectations regarding schedule and deliverables do not reflect reality of lack of GOP counterparts or level of effort type contract
o Task order process is long and cumbersome o Written communications are primarily one-way from
the consultant team to USAID USAID communications too informal
o Project is requiring an excessive amount of administrative time
Recommendations
o Important policies comments on reports technical directions and other important communications should be in writing
o The task order and report approval process should be streamlined
9
o Greater participation by GOPUSAID in task order planning
o Technicdl assistance team should hire more assistants
o Use of management by objectives
Levels of Effort
Issues
o Counterpart support below plan o Lack of continuity of USAID project managetent o Need clarification of policies regarding use of
Pakistani vs US consultants o Variable quality of subcontractors
Recommendations
o Pace of program implementation should match the level of GOP support
o Appoint a USAID dedicated project manager who can speak for USAID
o Change subcontractors if necessary
Facilities and Fquipment
Issues
o Insufficient office space is seriously affecting productivity
o Shortage of project vehicles - two vehicles promised for July 1 have not yet arrived
o Telex often inoperable o Title transfer procedure unclear
Recommendations
o Provide new office space ASAP o Colocate ENERCON and ENERPLAN o Provide two more project vehicles ASAP o Put telex under control of HBC and Mathtech o USAID should provide HBC with title transfer
procedures in writing
Institutional Structures
Issues
o ENERCON organizational structure not well defined o Relationship to ENERPLAN not well defined
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
2
20 SUMMARY OF ACCOMPLISHMENTS
A complete summary of the accomplishments for the third quarter of the ENERCON Project is provided below by functional area
21 Institutional Development Support
o Prepared 12 position descriptions for the 6 senior and 6 junior professional positions of the proposed ENERCON organization
o Prepared summary materials of the ENERCON Program to date and presented to USAID and the GOP at a one-day program review meeting on Sept 25 1986
o Completed negotiations and received USAID approval on June 19 1986 for the following Pakistani subcontractors
- Techno ConsultPa tistan Engineering Services
- Zelin Inc - EM Consultants - Intrag Pakistan
o Prepared 38 task orders and received approval for 27
o Received approval for and brought in country two additional long-term advisors Mr Bruce Appelbaum and Mr Robert Anderson
22 PlanningLegislationSpecial Studies
o Reviewed the draft law with USAID and the GOP and prepared an analysis and comments on the resolution resolution passed by the Energy Policy Board and forwarded to the ECC
Completed the first phase of a special study on electricity conservation in the industrial and commercial sectors published draft report Data Compilation for Determining Electricity Conservation Potential
o Completed field work for special study on energy conservation potential in the agriculture sector
o Completed field work for design of energy conservation programme for the transportation sector
3
23 Data Base Development
o Completed a review of major data sources for energy conservation and data base neeis assessment for ENERCON published draft report Energy Conservation Data Base Neeas Assessment and Data Review
o Completed initial development work on buildings energy data base published draft report Building Sector Energy Data Base for Pakistan Interim Report
o Completed power sector data base development and input of all available data published draft report Power Sector Energy Data Base
o Copleted transportation sector data collection forms and sent out forms to selected institutions
o Completed computer file structures for industry power transport and buildings data bases
o Received approval and initiated procurement of nine additional computers
24 SurveysTechnical SupportApplied Research
o Initiated energy surveys in 5 plants
- Indus Jute Mills Karachi - National Tannerie Lahore - Shabbir Tiles Karachi - Glaxo Laboratories Lahore - Sampak Paper Lahore
o Initiated feasibility studies in 5 plants
- Kamran Steel Lahore - Cee Bee Textile Lahore - Pakland Paper Karachi - Adamjee Paper Nowshera - Farooq Textile Karachi
o Completed draft energy survey reports for
- Nakshbandi Industries Karachi - General Tyre and Rubbei Co Karachi
o Completed field work for energy survey of Aga Khan Hospital Karachi
4
o Completed model for conduct of feasibility studies published draft report Feasibility Study Process for Industrial Sector Demonstration Projects
o Established energy survey equipment loan program for subcontractors
o Completed field work for preliminary assessment of insulation industry in Pakistan
o Completed field work for demonstration of energy conservation techniques on 53 Plaza Building
25 Training and Curriculum Development
o Began the second 6-week training course on Industrial Energy Management in Lahore 57 persons attended
Participants in the Classroom Session
- Public Sector - 16 - Engineering Firms - 16 - Private Firms - 25
Participants in the Practical Sessions
- Public Sector - 7 - Encgineering Firms - 12 - Private Firms - 16
o Completed a comprehensive needs assessment of energy conservation training and education contracted with four Pakistani professors from different regions and different disciplines to provide input into the needs assessment and to review the draft report published rough draft report Energy Education in Pakistan
o Commenced preparation of a training manual for a one-day workshop on improving the efficiency of electrical use
o Commenced development of a one-day TotLal Energy Management course for plant owners and managers
5
o Completed internal drafts of the following training manuals
- Steam Boiler Efficiency Manual - Steam System Efficiency Manual
o Revised published and printed 200 copies of Industrial Energy Survey Reference Manual
26 Outreach and Information
o Revised and published Energy Equipment Cost Directory
o Initiated selection of a ad firm 23 respondents top three selected for further review
o Prepared Total Energy Management information materials for industry in draft revised 25 fact sheets for industry in Pakistan and made ready for printing
o Prepared overall strategy for development and dissemination of industrial information materials
o Prepared outline of strategy for national awareness campaign
27 Investment Promotion
o Completed case study of Finance and Trade Center in Karachi published report Case Studies in Energy Conservation Finance and Trade Center Project
o Initiated case studies on three other significant energy conservation projects using first one as a model
o Completed analysis of potential and barriers to cogeneration development in Pakistan published report Cogeneration Development in Pakistan Potential Impediments and Policy Issues
o Prepared action plan for cogeneration promotion for ENERCON published report Work Plan for Stimulating Cogeneration System Development in Pakistan
6
o Initiated study of the financing and banking practices in Pakistan relative to energy conservation projects
o Assistance was provided to KESC to analyze the financial aspects of 13 bids for the Hub Chowki Project
28 Monitoring and Evaluation
o Set up monitoring and management control procedures for all aspects of ENERCON activities including task orders deliverables TDYs expenses etc
o Monitored progress of program made presentation of progress to date to USAID and ENERCON on Sept 25 1986
o Started monthly reporting of ENERCON Project to senior GOP officials
29 TDY Trip During Third Quarter
Exhibit 21 provides a complete list of short-term consultants to the ENERCON Program during the third quarter
210 Technical Reports Submitted During Third Quarter
Exhibit 22 gives a complete listing of reports submitted to the GOP and USAID during the third quarter
211 Task Orders Submitted and Approved
Exhibit 23 gives a complete list of the task orders submitted and approved during the third quarter
EXHIBIT 21 TDY PERSONNEL TRIPS JULY 1-SEPT 30 1986
Name of Traveller Trip Arrival Date Departure Date Duration
Tafweez Chauhan First 30-Apr-1986 31-Oct-1986 183
Jack Stafurick First 08-Jun-1986 08-Jul-1986 30
Pirooz Sharafi First 11-Jun-1986 07-Jul-1986 27
R Anderson First 12-Jun-86 12-Aug-1986 30
Robert Kowalski First 14-Jun-1986 23-Sep-1986 102
Godferd 0 Gerth First 18-Jun-1986 09-Aug-1986 52
Dr Almeida Fir-st 30-Jun-1986 09-Aug-1986 39
Amin Lakhani First 06-Jul-1986 12-Dec-1986 178
Charles Zimmermann First 07-Jul-1986 07-Aug-1986 30
Barry Tunnah First 14-Jul-1986 14-Aug-1986 30
Ghulam H Nezhad First 03-Aug-1986 30-Aug-1986 28
Thomas Smith First 06-Aig-1986 02-Sep-1986 27
Paul Thorne Second 18-Aug-1986 02-Oct-1986 46
Pirooz Sharafi Second 23-Aug-1986 31-Aug-1986 8
Jack Stafurick Second 26-Aug-1986 02-Sep-1986 8
Peter Bos Second 04-Sep-1986 07-Oct-1986 34
Charles Zimmermann Second 04-Sep-1986 25-Sep-1986 22
Chris Hurst First 15-Sep-1986 06-Oct-1986 22
Russel deLucia First 21-Sep-1986 04-Oct-1986 14
Chris La Farge First 22-Sep-1986 05-Oct-1986 14
Barry Tunnah Second 22-Sep-1986 11-Oct-1986 20
Peter Miller First 22-Sep-1986 26-Nov-1986 66
Henry Claud- Bailly Second 22-Sep-1986 28-Sep-1986 7
EXHIBIT 22
Sr No
ENERCON-8b-3
ENERCON-86-4
E4ERCDN-EI-6
ENERCON-26-7
EER -E-8
ENE 70N- 36- 9
ENERCON-86-O
ENE3CGN-36-il
ENERC3i--l2
ENERCGN-56-13
ENERCON-3b-14
ENERON-t-1S
ENERCON-36-17
ENERC2N--l
TECHNICAL REPORTS SUBMITTED JULY I -
Title
Energy Equipment Cost Directory -First Edition
Case Studies inEnergy Conservation Finance amp Traae Center Cogeneration
Pro ecr
Cogeneration Development inPaKistan Potential Impediments amp Policy Issues
Work Plan for Stimulating Cogeneration System Development inPakistan
Feasibill ti Study Process for Industrial Sector Demonstration Pro ect
Enerqy onserva-ion Data Base Neeas Data Reviewsssmpnt
Builiinq Sector Energy Data Base for Paistan interim Recort
Energy Eiuuation for Pakistan
Inustria Energy urvey
Naxsnoandi Inaustries
Inaustrial Energy Survey General Tyre amp Ruooer Co
industrial Enerql Survey Reference Manual
Power Sector Energy Data Base
Data Comoilation for Determining Electricity Conseria tion Potential
ENERCON St3aff Position Description
Execute Sunmarv
SEPT 30 1986
Prepared By
HBC
HBCPES
HBO PSharafi
HBC PSharafi
EDI 8 Tunnah
HBO RConte
HBC JStafurik
HBCezhad Smith
Techno
Consult
Techno Consult
H8C
HBC
DeLicia
HBC
Date Task Order Draft Task Ref Submitted
62 81386
86-008-HBC5 8586
86-008-HB-5 8ab
86-008-HBC-5A 81386
36-042-EDI4 9786
86-004-H802 9786
86-036-H83-12 9786
86-057-HBC-16 9786 86-057-HBC-17
8E-003-TCI 81186
86-003-TCI 81186
62 8j2086
86-036-NBC-11 911086
86-051-DEL-2 9178t
11 91136
TECHNICALXACLEt IIALLY ampCO -- ENERCON ASSISTANCE PROJECT- LIST OF IASK ORDERS SUBMITTED L APPROVED DURING JULY I - SEPT 30 DATE 20-1ev-A PA
bescriptioA TO Number FA S T Consultant LT Time Frame Labor Expenses Total Task Order task Order Subcontractor Responsib Begin End Budget Budget Budget Transmitted Approved
EA Course Logist Supp Aend 86-003-TC-IA S Techno Consult no 2-24-86 7-15-86 Ps174475 9-1-86 9-14-86 Cog lmitiatives(Azendsent) 86-O08-HBC-SA 7 PSharafi BA 6 days S 2925 S 843 S 3768 8-26-96 9-14-86 EACourse Logist Suppt 86-016-EM-I 5 EN Consultants MO 6-15-86 12-31-86 As 132972 As 4 640 As 177612 7-6-86 8-7-86 Feasibility Studies 86-018-TC-3 4 Technoconsult RPS 7-15-86 8-31-86 As 274 050 As 26714 As 300764 7-4-86 8-7-86 Feasibility Studies 86-019-INIPI-2 4 INTRAG Pak RPS 8-10-86 9-30-86 As 145 100 As 14534 Is 157634 7-4-86 8-7-86 Feasibility Studies 86-020-1-2 4 Zelin BPS 8-15-86 10-31-86 As 278 150 Is59882 As 337032 7-4-86 8-7-86 Feasibility Studies 86-021-EM-2 4 EM Consultants RPS 7-15-86 8-31-86 As 187795 As 24928 As 212723 7-4-86 8-7-16 0 Base luildings (Aiend) 86-036-HBC-12A 3 JStafurik BA S days S 3320 S Ill S 4433 8-28-86 10-21-36 Data lias-Buildings 86-037-H8C-5 3 JStafurik BA 18 days S 11950 $ 2656 $ 14606 7-2-86 10-21-86 FeasibStudy Supvsn(Asend) 86-042-EDI-4A 4 EDI Inc RPS 7-14-86 8-20-86 1 14963 1S5592 S 20555 8-05-86 10-21-86 Feasib Study Suovsn(Auend) 86-042-EDI-48 4 EDIT Inc RPS 7-14-86 10-21-86 j 41002 0 S 41002 9-01-86 10-21-86 Case AnalysislFin orksh~p 86-045-HBC-13 7 HBC JA 8-10-86 12-31-86 $58166 1 8449 1 66615 8-28-86 Invest Pros Initiatives 86-047-TC-9 7 echnoconsult JA 8-24-86 11-30-86 As 45720 As 10688 As 564 8-28-86 Invest Prom Initiatives 86-048-Z-8 7 1elin JA 8-24-86 11-30-86 As 45400 Rs 10288 As 55688 8-28-86 Invest Pros Initiatives 86-049-IXIPX-5 7 IMITAG Pak JA 8-3-86 11-30-86 As 156304 As 21048 As 171352 8-28-86 10-21-86 Electrical Equip Elf 86-052-EM-5 2 ElConsultants RPS 6-26-86 12-22-86 As 143 752 As 37 916 As 181668 7-3-86 9-14-86 Trng Crsm Lecturers 86-054-IC-12 5 Techno Consult 0 8-19-86 10-9-86 AS 43130 As 33380 As 76510 7-24-86 8-7-86 Trng Crse Lecturers 86-055-1-6 5 lelin No 8-19-86 10-9-86 As 27250 R 2000 Is 29290 7-6-86 8-7-86 rng Needs Assemssent 86-059-IMIPK-6 5 INTRAG Pak MO 7-20-86 9-12-86 As 74 880 As 30 33 As 105211 7-6-86 7-13-86
Agr Sector Assessment 86-060-DEL-3 2 deLucia amp Assoc BA 9-9-86 9-29-86 $ 21804 $ 10674 S 32478 9-3-86 21-10-86 Agr Sector Assessment 86-061-TC-1O 2 lechno Consult BA 8-3-86 10-30-86 As 69360 As 12800 As 82160 8-12-86 21-10-86 ling 9 Outreach 86-062-1-7 6 melin O 7-27-86 10-16-86 As 38880 As 67190 As 106010 7-24-86 8-7-86 Cogin Case Study 86-063-TC-11 7 PES M10 6-17-86 6-30-86 As 8672 0 Os 8672 7-24-86 8-7-86 Audil FeasibStudy Counterp86-064-HiC-18 4 HBC JA 8-10-86 11-6-86 As 87475 Os 28891 As 116366 8-05-86 10-21-16 IranspEC Deaees Plan Update86-065-HBC-19 3 HBC JA 8-9-86 8-29-86 S 9071 S 2786 $ 11857 6-05-86 10-21-86
-do- (Amend) B6-065-8C-19A 3 HBC JA 8-31-86 9-23-86 $ 10886 $ 3011 $ 13897 9-1-86 9-14-6 1rng Xeeds Assessment L6-066-HBC-20 5 rjaeil N0 8-20-86 lO-1S-86 As 24000 As 12611 Rs 36611 8-28-86 9-14-86 1rng Needs Assessment 86-067-H8C-21 S DrAbdullah MO 8-20-86 10-15-86 As 24000 As 8551 As 32551 8-28-86 9-14-86 rng Needs Assessment 86-068-H8C-22 5 DrKhawaja K0 8-20-86 10-15-86 As 24000 As 8951 As 32951 8-28-86 9-14-86
Data last Development 86-069-H8C-23 3 Clismermann BA 9-4-86 9-24-86 $ 8425 S 3887 S 12312 9-3-86 9-14-86 Overall Prol ManagSurveys Feasib StudiesTechAsstt 86-070-TC-13 1 amp 4 Techno Consult BPS 9-1-86 9-1-88 Rs 3638791 0 Rs 3633911 9-10-86 Overall Proj lianagSurveys Feasib StudiesTechAsstt 86-071-1-9 1 amp 4 zelin BPS 9-1-86 7-1-88 gs2855230 0 As 2738380 9-10-86 Overall Proj ManagSurveys Feasib StudiesTechAsstt 86-012-EN-6 14 EMConsultants BPS 9-1-86 9-1-88 As 2772917 0 As 2772917 9-10-86 Overall Proj IanagSurveys feasib StudiesTechAsstt 86-07-INTPK-7 11 4 INIRAG P - RPS 9-1-86 9-1-88 As 2016460 0 Is2016460 9-10-86
7
30 FINANCIAL AND LEVEL OF EFFORT INFORMATION
Total expenses for the third quarter were $76465595 a 41 increase over the previous quarter Cumulative expenses to date were $134226174 472 of currently obligated funds and 147 of che contract budget Expenses in Consultant line and Other Direct Costs are exceeding their budget limits Exhibit 31 gives the expenses for the project to date and for the third quarter Exhibit 32 gives the monthly and cumulative labor expenses
A total of 91 man months of effort were expended in the third quarter almost twice the level of the total project to date Exhibit 33 shows the man months for the project to date both cumulative and monthly whereas Exhibit 34 shows the breakdown between Pakistani and US consultants
----------------------------------------- ------------------------------------------------------------
EXHIBIT 31 QUARTERLY EXPENDITURE
Third Quarter July -September 1986
Contract Budget Amount Amount Obligated to Date $ 2846000
Cost $8702084 Fixed Fee $ 414247 Total $9116331
Cumulative Expenditure Todate
Amount Cumulative Percent of Percent of
this to Budget Obligated Contract Obligated
Cost Category Period Date Amount Amount Budget Funds
1 SALARIES AND WAGES $ 12679078 $ 25223240 $ 146146800 45536000 1730 5540
USHome Office 11661835 23825097
Field Office 1017243 1398147
2 FRINGE BENEFITS 3722737 7648834 42213000 13091600 1810 5840
3 OVERHEAD 12194127 24486146 114477000 35859600 2140 6830
4 CONSULTANTS 1479700 2038425 2700000 853800 7550 23870
5 TRAVEL TRANSPORTATION ampPER DIEM 9946582 18039986 118528700 36998000 1520 4880
6 ALLOWANCES 1127181 3622806 19895800 6261200 1820 5790
7 CCMMODITIES 11210717 18563791 123500000 38421000 1500 4830
8 SUBCONTRACT(S) 18777470 24219988 295394000 92210400 820 2630
9 OTMER DIRECT COSTS 1853621 4284098 7353100 2276800 5830 18820
TOTAL COSTS 72991213 128127314 870208400 271508400 1470 4720
FIXED FEE 476 3474382 6098860 41424700 13091600 1470 4660
TOTAL COSTS ampFIXED FEE $ 76465595 $ 134226174 $ 911633100 284600000 1470 4720
Obligated funds (28 million) distributed by cost category
according to contract budget cost distribution
EXHIBIT 32 Monthly and Cumulative Labor $ Expended January to September 1986
Thousand $ 900 Cumulative $
800 Monthly $
700 I11
600
500
400
300
200 171 1504 12598
100 7 shy21 F_ ___ Jan Feb Mar Apr May Jun Jul Aug Sep
Month
Nz
EXHIBIT 33 Monthly and Cumulative Man-Months Expended January to September 1986
Man-Months
175 Cumulative Man-months
150
Monthly
Man-months125 I I
100
75
50 35
28 28 25 - 1
_ 10
0 2 4 F] ____I
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
EXHIBIT 34 Man-Months Expended by Consultants January to September 1986
Man-Months
40 R~ US Personnel
[Z Local Personnel 30 I
20
10
0 _ _ _ ____
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
8
40 PROBLEMS ENCOUNTERED AND RECO14MENDED SOLUTIONS
A complete review of the ENERCON program was heMd on Sept 25 1986 One of the primary purposes of the riview was to identify problems the program was experiencing and develop agreed upon solutions The following is a list of the issues presented and recommendations discussed at the review meeting
Program PolicyPhilosophy
Issues
o Perception of roles - do all members of the GOP and consultant teaml share perception of joint responsibility for the program
o Public or private sector emphasis o Crash program or not - program was designed as a
crash program but management procedures required by USAID and GOP do not reflect this
Recommendations
o Joint responsibility of the Technical Assistance Team and GOP for output
o GOP as counterparts not managers o Private sector emphasis o Management procedures consistent with a crash
program
Management Procedures
Issues
o Detailed work plan and deliverables - expectations regarding schedule and deliverables do not reflect reality of lack of GOP counterparts or level of effort type contract
o Task order process is long and cumbersome o Written communications are primarily one-way from
the consultant team to USAID USAID communications too informal
o Project is requiring an excessive amount of administrative time
Recommendations
o Important policies comments on reports technical directions and other important communications should be in writing
o The task order and report approval process should be streamlined
9
o Greater participation by GOPUSAID in task order planning
o Technicdl assistance team should hire more assistants
o Use of management by objectives
Levels of Effort
Issues
o Counterpart support below plan o Lack of continuity of USAID project managetent o Need clarification of policies regarding use of
Pakistani vs US consultants o Variable quality of subcontractors
Recommendations
o Pace of program implementation should match the level of GOP support
o Appoint a USAID dedicated project manager who can speak for USAID
o Change subcontractors if necessary
Facilities and Fquipment
Issues
o Insufficient office space is seriously affecting productivity
o Shortage of project vehicles - two vehicles promised for July 1 have not yet arrived
o Telex often inoperable o Title transfer procedure unclear
Recommendations
o Provide new office space ASAP o Colocate ENERCON and ENERPLAN o Provide two more project vehicles ASAP o Put telex under control of HBC and Mathtech o USAID should provide HBC with title transfer
procedures in writing
Institutional Structures
Issues
o ENERCON organizational structure not well defined o Relationship to ENERPLAN not well defined
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
3
23 Data Base Development
o Completed a review of major data sources for energy conservation and data base neeis assessment for ENERCON published draft report Energy Conservation Data Base Neeas Assessment and Data Review
o Completed initial development work on buildings energy data base published draft report Building Sector Energy Data Base for Pakistan Interim Report
o Completed power sector data base development and input of all available data published draft report Power Sector Energy Data Base
o Copleted transportation sector data collection forms and sent out forms to selected institutions
o Completed computer file structures for industry power transport and buildings data bases
o Received approval and initiated procurement of nine additional computers
24 SurveysTechnical SupportApplied Research
o Initiated energy surveys in 5 plants
- Indus Jute Mills Karachi - National Tannerie Lahore - Shabbir Tiles Karachi - Glaxo Laboratories Lahore - Sampak Paper Lahore
o Initiated feasibility studies in 5 plants
- Kamran Steel Lahore - Cee Bee Textile Lahore - Pakland Paper Karachi - Adamjee Paper Nowshera - Farooq Textile Karachi
o Completed draft energy survey reports for
- Nakshbandi Industries Karachi - General Tyre and Rubbei Co Karachi
o Completed field work for energy survey of Aga Khan Hospital Karachi
4
o Completed model for conduct of feasibility studies published draft report Feasibility Study Process for Industrial Sector Demonstration Projects
o Established energy survey equipment loan program for subcontractors
o Completed field work for preliminary assessment of insulation industry in Pakistan
o Completed field work for demonstration of energy conservation techniques on 53 Plaza Building
25 Training and Curriculum Development
o Began the second 6-week training course on Industrial Energy Management in Lahore 57 persons attended
Participants in the Classroom Session
- Public Sector - 16 - Engineering Firms - 16 - Private Firms - 25
Participants in the Practical Sessions
- Public Sector - 7 - Encgineering Firms - 12 - Private Firms - 16
o Completed a comprehensive needs assessment of energy conservation training and education contracted with four Pakistani professors from different regions and different disciplines to provide input into the needs assessment and to review the draft report published rough draft report Energy Education in Pakistan
o Commenced preparation of a training manual for a one-day workshop on improving the efficiency of electrical use
o Commenced development of a one-day TotLal Energy Management course for plant owners and managers
5
o Completed internal drafts of the following training manuals
- Steam Boiler Efficiency Manual - Steam System Efficiency Manual
o Revised published and printed 200 copies of Industrial Energy Survey Reference Manual
26 Outreach and Information
o Revised and published Energy Equipment Cost Directory
o Initiated selection of a ad firm 23 respondents top three selected for further review
o Prepared Total Energy Management information materials for industry in draft revised 25 fact sheets for industry in Pakistan and made ready for printing
o Prepared overall strategy for development and dissemination of industrial information materials
o Prepared outline of strategy for national awareness campaign
27 Investment Promotion
o Completed case study of Finance and Trade Center in Karachi published report Case Studies in Energy Conservation Finance and Trade Center Project
o Initiated case studies on three other significant energy conservation projects using first one as a model
o Completed analysis of potential and barriers to cogeneration development in Pakistan published report Cogeneration Development in Pakistan Potential Impediments and Policy Issues
o Prepared action plan for cogeneration promotion for ENERCON published report Work Plan for Stimulating Cogeneration System Development in Pakistan
6
o Initiated study of the financing and banking practices in Pakistan relative to energy conservation projects
o Assistance was provided to KESC to analyze the financial aspects of 13 bids for the Hub Chowki Project
28 Monitoring and Evaluation
o Set up monitoring and management control procedures for all aspects of ENERCON activities including task orders deliverables TDYs expenses etc
o Monitored progress of program made presentation of progress to date to USAID and ENERCON on Sept 25 1986
o Started monthly reporting of ENERCON Project to senior GOP officials
29 TDY Trip During Third Quarter
Exhibit 21 provides a complete list of short-term consultants to the ENERCON Program during the third quarter
210 Technical Reports Submitted During Third Quarter
Exhibit 22 gives a complete listing of reports submitted to the GOP and USAID during the third quarter
211 Task Orders Submitted and Approved
Exhibit 23 gives a complete list of the task orders submitted and approved during the third quarter
EXHIBIT 21 TDY PERSONNEL TRIPS JULY 1-SEPT 30 1986
Name of Traveller Trip Arrival Date Departure Date Duration
Tafweez Chauhan First 30-Apr-1986 31-Oct-1986 183
Jack Stafurick First 08-Jun-1986 08-Jul-1986 30
Pirooz Sharafi First 11-Jun-1986 07-Jul-1986 27
R Anderson First 12-Jun-86 12-Aug-1986 30
Robert Kowalski First 14-Jun-1986 23-Sep-1986 102
Godferd 0 Gerth First 18-Jun-1986 09-Aug-1986 52
Dr Almeida Fir-st 30-Jun-1986 09-Aug-1986 39
Amin Lakhani First 06-Jul-1986 12-Dec-1986 178
Charles Zimmermann First 07-Jul-1986 07-Aug-1986 30
Barry Tunnah First 14-Jul-1986 14-Aug-1986 30
Ghulam H Nezhad First 03-Aug-1986 30-Aug-1986 28
Thomas Smith First 06-Aig-1986 02-Sep-1986 27
Paul Thorne Second 18-Aug-1986 02-Oct-1986 46
Pirooz Sharafi Second 23-Aug-1986 31-Aug-1986 8
Jack Stafurick Second 26-Aug-1986 02-Sep-1986 8
Peter Bos Second 04-Sep-1986 07-Oct-1986 34
Charles Zimmermann Second 04-Sep-1986 25-Sep-1986 22
Chris Hurst First 15-Sep-1986 06-Oct-1986 22
Russel deLucia First 21-Sep-1986 04-Oct-1986 14
Chris La Farge First 22-Sep-1986 05-Oct-1986 14
Barry Tunnah Second 22-Sep-1986 11-Oct-1986 20
Peter Miller First 22-Sep-1986 26-Nov-1986 66
Henry Claud- Bailly Second 22-Sep-1986 28-Sep-1986 7
EXHIBIT 22
Sr No
ENERCON-8b-3
ENERCON-86-4
E4ERCDN-EI-6
ENERCON-26-7
EER -E-8
ENE 70N- 36- 9
ENERCON-86-O
ENE3CGN-36-il
ENERC3i--l2
ENERCGN-56-13
ENERCON-3b-14
ENERON-t-1S
ENERCON-36-17
ENERC2N--l
TECHNICAL REPORTS SUBMITTED JULY I -
Title
Energy Equipment Cost Directory -First Edition
Case Studies inEnergy Conservation Finance amp Traae Center Cogeneration
Pro ecr
Cogeneration Development inPaKistan Potential Impediments amp Policy Issues
Work Plan for Stimulating Cogeneration System Development inPakistan
Feasibill ti Study Process for Industrial Sector Demonstration Pro ect
Enerqy onserva-ion Data Base Neeas Data Reviewsssmpnt
Builiinq Sector Energy Data Base for Paistan interim Recort
Energy Eiuuation for Pakistan
Inustria Energy urvey
Naxsnoandi Inaustries
Inaustrial Energy Survey General Tyre amp Ruooer Co
industrial Enerql Survey Reference Manual
Power Sector Energy Data Base
Data Comoilation for Determining Electricity Conseria tion Potential
ENERCON St3aff Position Description
Execute Sunmarv
SEPT 30 1986
Prepared By
HBC
HBCPES
HBO PSharafi
HBC PSharafi
EDI 8 Tunnah
HBO RConte
HBC JStafurik
HBCezhad Smith
Techno
Consult
Techno Consult
H8C
HBC
DeLicia
HBC
Date Task Order Draft Task Ref Submitted
62 81386
86-008-HBC5 8586
86-008-HB-5 8ab
86-008-HBC-5A 81386
36-042-EDI4 9786
86-004-H802 9786
86-036-H83-12 9786
86-057-HBC-16 9786 86-057-HBC-17
8E-003-TCI 81186
86-003-TCI 81186
62 8j2086
86-036-NBC-11 911086
86-051-DEL-2 9178t
11 91136
TECHNICALXACLEt IIALLY ampCO -- ENERCON ASSISTANCE PROJECT- LIST OF IASK ORDERS SUBMITTED L APPROVED DURING JULY I - SEPT 30 DATE 20-1ev-A PA
bescriptioA TO Number FA S T Consultant LT Time Frame Labor Expenses Total Task Order task Order Subcontractor Responsib Begin End Budget Budget Budget Transmitted Approved
EA Course Logist Supp Aend 86-003-TC-IA S Techno Consult no 2-24-86 7-15-86 Ps174475 9-1-86 9-14-86 Cog lmitiatives(Azendsent) 86-O08-HBC-SA 7 PSharafi BA 6 days S 2925 S 843 S 3768 8-26-96 9-14-86 EACourse Logist Suppt 86-016-EM-I 5 EN Consultants MO 6-15-86 12-31-86 As 132972 As 4 640 As 177612 7-6-86 8-7-86 Feasibility Studies 86-018-TC-3 4 Technoconsult RPS 7-15-86 8-31-86 As 274 050 As 26714 As 300764 7-4-86 8-7-86 Feasibility Studies 86-019-INIPI-2 4 INTRAG Pak RPS 8-10-86 9-30-86 As 145 100 As 14534 Is 157634 7-4-86 8-7-86 Feasibility Studies 86-020-1-2 4 Zelin BPS 8-15-86 10-31-86 As 278 150 Is59882 As 337032 7-4-86 8-7-86 Feasibility Studies 86-021-EM-2 4 EM Consultants RPS 7-15-86 8-31-86 As 187795 As 24928 As 212723 7-4-86 8-7-16 0 Base luildings (Aiend) 86-036-HBC-12A 3 JStafurik BA S days S 3320 S Ill S 4433 8-28-86 10-21-36 Data lias-Buildings 86-037-H8C-5 3 JStafurik BA 18 days S 11950 $ 2656 $ 14606 7-2-86 10-21-86 FeasibStudy Supvsn(Asend) 86-042-EDI-4A 4 EDI Inc RPS 7-14-86 8-20-86 1 14963 1S5592 S 20555 8-05-86 10-21-86 Feasib Study Suovsn(Auend) 86-042-EDI-48 4 EDIT Inc RPS 7-14-86 10-21-86 j 41002 0 S 41002 9-01-86 10-21-86 Case AnalysislFin orksh~p 86-045-HBC-13 7 HBC JA 8-10-86 12-31-86 $58166 1 8449 1 66615 8-28-86 Invest Pros Initiatives 86-047-TC-9 7 echnoconsult JA 8-24-86 11-30-86 As 45720 As 10688 As 564 8-28-86 Invest Prom Initiatives 86-048-Z-8 7 1elin JA 8-24-86 11-30-86 As 45400 Rs 10288 As 55688 8-28-86 Invest Pros Initiatives 86-049-IXIPX-5 7 IMITAG Pak JA 8-3-86 11-30-86 As 156304 As 21048 As 171352 8-28-86 10-21-86 Electrical Equip Elf 86-052-EM-5 2 ElConsultants RPS 6-26-86 12-22-86 As 143 752 As 37 916 As 181668 7-3-86 9-14-86 Trng Crsm Lecturers 86-054-IC-12 5 Techno Consult 0 8-19-86 10-9-86 AS 43130 As 33380 As 76510 7-24-86 8-7-86 Trng Crse Lecturers 86-055-1-6 5 lelin No 8-19-86 10-9-86 As 27250 R 2000 Is 29290 7-6-86 8-7-86 rng Needs Assemssent 86-059-IMIPK-6 5 INTRAG Pak MO 7-20-86 9-12-86 As 74 880 As 30 33 As 105211 7-6-86 7-13-86
Agr Sector Assessment 86-060-DEL-3 2 deLucia amp Assoc BA 9-9-86 9-29-86 $ 21804 $ 10674 S 32478 9-3-86 21-10-86 Agr Sector Assessment 86-061-TC-1O 2 lechno Consult BA 8-3-86 10-30-86 As 69360 As 12800 As 82160 8-12-86 21-10-86 ling 9 Outreach 86-062-1-7 6 melin O 7-27-86 10-16-86 As 38880 As 67190 As 106010 7-24-86 8-7-86 Cogin Case Study 86-063-TC-11 7 PES M10 6-17-86 6-30-86 As 8672 0 Os 8672 7-24-86 8-7-86 Audil FeasibStudy Counterp86-064-HiC-18 4 HBC JA 8-10-86 11-6-86 As 87475 Os 28891 As 116366 8-05-86 10-21-16 IranspEC Deaees Plan Update86-065-HBC-19 3 HBC JA 8-9-86 8-29-86 S 9071 S 2786 $ 11857 6-05-86 10-21-86
-do- (Amend) B6-065-8C-19A 3 HBC JA 8-31-86 9-23-86 $ 10886 $ 3011 $ 13897 9-1-86 9-14-6 1rng Xeeds Assessment L6-066-HBC-20 5 rjaeil N0 8-20-86 lO-1S-86 As 24000 As 12611 Rs 36611 8-28-86 9-14-86 1rng Needs Assessment 86-067-H8C-21 S DrAbdullah MO 8-20-86 10-15-86 As 24000 As 8551 As 32551 8-28-86 9-14-86 rng Needs Assessment 86-068-H8C-22 5 DrKhawaja K0 8-20-86 10-15-86 As 24000 As 8951 As 32951 8-28-86 9-14-86
Data last Development 86-069-H8C-23 3 Clismermann BA 9-4-86 9-24-86 $ 8425 S 3887 S 12312 9-3-86 9-14-86 Overall Prol ManagSurveys Feasib StudiesTechAsstt 86-070-TC-13 1 amp 4 Techno Consult BPS 9-1-86 9-1-88 Rs 3638791 0 Rs 3633911 9-10-86 Overall Proj lianagSurveys Feasib StudiesTechAsstt 86-071-1-9 1 amp 4 zelin BPS 9-1-86 7-1-88 gs2855230 0 As 2738380 9-10-86 Overall Proj ManagSurveys Feasib StudiesTechAsstt 86-012-EN-6 14 EMConsultants BPS 9-1-86 9-1-88 As 2772917 0 As 2772917 9-10-86 Overall Proj IanagSurveys feasib StudiesTechAsstt 86-07-INTPK-7 11 4 INIRAG P - RPS 9-1-86 9-1-88 As 2016460 0 Is2016460 9-10-86
7
30 FINANCIAL AND LEVEL OF EFFORT INFORMATION
Total expenses for the third quarter were $76465595 a 41 increase over the previous quarter Cumulative expenses to date were $134226174 472 of currently obligated funds and 147 of che contract budget Expenses in Consultant line and Other Direct Costs are exceeding their budget limits Exhibit 31 gives the expenses for the project to date and for the third quarter Exhibit 32 gives the monthly and cumulative labor expenses
A total of 91 man months of effort were expended in the third quarter almost twice the level of the total project to date Exhibit 33 shows the man months for the project to date both cumulative and monthly whereas Exhibit 34 shows the breakdown between Pakistani and US consultants
----------------------------------------- ------------------------------------------------------------
EXHIBIT 31 QUARTERLY EXPENDITURE
Third Quarter July -September 1986
Contract Budget Amount Amount Obligated to Date $ 2846000
Cost $8702084 Fixed Fee $ 414247 Total $9116331
Cumulative Expenditure Todate
Amount Cumulative Percent of Percent of
this to Budget Obligated Contract Obligated
Cost Category Period Date Amount Amount Budget Funds
1 SALARIES AND WAGES $ 12679078 $ 25223240 $ 146146800 45536000 1730 5540
USHome Office 11661835 23825097
Field Office 1017243 1398147
2 FRINGE BENEFITS 3722737 7648834 42213000 13091600 1810 5840
3 OVERHEAD 12194127 24486146 114477000 35859600 2140 6830
4 CONSULTANTS 1479700 2038425 2700000 853800 7550 23870
5 TRAVEL TRANSPORTATION ampPER DIEM 9946582 18039986 118528700 36998000 1520 4880
6 ALLOWANCES 1127181 3622806 19895800 6261200 1820 5790
7 CCMMODITIES 11210717 18563791 123500000 38421000 1500 4830
8 SUBCONTRACT(S) 18777470 24219988 295394000 92210400 820 2630
9 OTMER DIRECT COSTS 1853621 4284098 7353100 2276800 5830 18820
TOTAL COSTS 72991213 128127314 870208400 271508400 1470 4720
FIXED FEE 476 3474382 6098860 41424700 13091600 1470 4660
TOTAL COSTS ampFIXED FEE $ 76465595 $ 134226174 $ 911633100 284600000 1470 4720
Obligated funds (28 million) distributed by cost category
according to contract budget cost distribution
EXHIBIT 32 Monthly and Cumulative Labor $ Expended January to September 1986
Thousand $ 900 Cumulative $
800 Monthly $
700 I11
600
500
400
300
200 171 1504 12598
100 7 shy21 F_ ___ Jan Feb Mar Apr May Jun Jul Aug Sep
Month
Nz
EXHIBIT 33 Monthly and Cumulative Man-Months Expended January to September 1986
Man-Months
175 Cumulative Man-months
150
Monthly
Man-months125 I I
100
75
50 35
28 28 25 - 1
_ 10
0 2 4 F] ____I
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
EXHIBIT 34 Man-Months Expended by Consultants January to September 1986
Man-Months
40 R~ US Personnel
[Z Local Personnel 30 I
20
10
0 _ _ _ ____
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
8
40 PROBLEMS ENCOUNTERED AND RECO14MENDED SOLUTIONS
A complete review of the ENERCON program was heMd on Sept 25 1986 One of the primary purposes of the riview was to identify problems the program was experiencing and develop agreed upon solutions The following is a list of the issues presented and recommendations discussed at the review meeting
Program PolicyPhilosophy
Issues
o Perception of roles - do all members of the GOP and consultant teaml share perception of joint responsibility for the program
o Public or private sector emphasis o Crash program or not - program was designed as a
crash program but management procedures required by USAID and GOP do not reflect this
Recommendations
o Joint responsibility of the Technical Assistance Team and GOP for output
o GOP as counterparts not managers o Private sector emphasis o Management procedures consistent with a crash
program
Management Procedures
Issues
o Detailed work plan and deliverables - expectations regarding schedule and deliverables do not reflect reality of lack of GOP counterparts or level of effort type contract
o Task order process is long and cumbersome o Written communications are primarily one-way from
the consultant team to USAID USAID communications too informal
o Project is requiring an excessive amount of administrative time
Recommendations
o Important policies comments on reports technical directions and other important communications should be in writing
o The task order and report approval process should be streamlined
9
o Greater participation by GOPUSAID in task order planning
o Technicdl assistance team should hire more assistants
o Use of management by objectives
Levels of Effort
Issues
o Counterpart support below plan o Lack of continuity of USAID project managetent o Need clarification of policies regarding use of
Pakistani vs US consultants o Variable quality of subcontractors
Recommendations
o Pace of program implementation should match the level of GOP support
o Appoint a USAID dedicated project manager who can speak for USAID
o Change subcontractors if necessary
Facilities and Fquipment
Issues
o Insufficient office space is seriously affecting productivity
o Shortage of project vehicles - two vehicles promised for July 1 have not yet arrived
o Telex often inoperable o Title transfer procedure unclear
Recommendations
o Provide new office space ASAP o Colocate ENERCON and ENERPLAN o Provide two more project vehicles ASAP o Put telex under control of HBC and Mathtech o USAID should provide HBC with title transfer
procedures in writing
Institutional Structures
Issues
o ENERCON organizational structure not well defined o Relationship to ENERPLAN not well defined
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
4
o Completed model for conduct of feasibility studies published draft report Feasibility Study Process for Industrial Sector Demonstration Projects
o Established energy survey equipment loan program for subcontractors
o Completed field work for preliminary assessment of insulation industry in Pakistan
o Completed field work for demonstration of energy conservation techniques on 53 Plaza Building
25 Training and Curriculum Development
o Began the second 6-week training course on Industrial Energy Management in Lahore 57 persons attended
Participants in the Classroom Session
- Public Sector - 16 - Engineering Firms - 16 - Private Firms - 25
Participants in the Practical Sessions
- Public Sector - 7 - Encgineering Firms - 12 - Private Firms - 16
o Completed a comprehensive needs assessment of energy conservation training and education contracted with four Pakistani professors from different regions and different disciplines to provide input into the needs assessment and to review the draft report published rough draft report Energy Education in Pakistan
o Commenced preparation of a training manual for a one-day workshop on improving the efficiency of electrical use
o Commenced development of a one-day TotLal Energy Management course for plant owners and managers
5
o Completed internal drafts of the following training manuals
- Steam Boiler Efficiency Manual - Steam System Efficiency Manual
o Revised published and printed 200 copies of Industrial Energy Survey Reference Manual
26 Outreach and Information
o Revised and published Energy Equipment Cost Directory
o Initiated selection of a ad firm 23 respondents top three selected for further review
o Prepared Total Energy Management information materials for industry in draft revised 25 fact sheets for industry in Pakistan and made ready for printing
o Prepared overall strategy for development and dissemination of industrial information materials
o Prepared outline of strategy for national awareness campaign
27 Investment Promotion
o Completed case study of Finance and Trade Center in Karachi published report Case Studies in Energy Conservation Finance and Trade Center Project
o Initiated case studies on three other significant energy conservation projects using first one as a model
o Completed analysis of potential and barriers to cogeneration development in Pakistan published report Cogeneration Development in Pakistan Potential Impediments and Policy Issues
o Prepared action plan for cogeneration promotion for ENERCON published report Work Plan for Stimulating Cogeneration System Development in Pakistan
6
o Initiated study of the financing and banking practices in Pakistan relative to energy conservation projects
o Assistance was provided to KESC to analyze the financial aspects of 13 bids for the Hub Chowki Project
28 Monitoring and Evaluation
o Set up monitoring and management control procedures for all aspects of ENERCON activities including task orders deliverables TDYs expenses etc
o Monitored progress of program made presentation of progress to date to USAID and ENERCON on Sept 25 1986
o Started monthly reporting of ENERCON Project to senior GOP officials
29 TDY Trip During Third Quarter
Exhibit 21 provides a complete list of short-term consultants to the ENERCON Program during the third quarter
210 Technical Reports Submitted During Third Quarter
Exhibit 22 gives a complete listing of reports submitted to the GOP and USAID during the third quarter
211 Task Orders Submitted and Approved
Exhibit 23 gives a complete list of the task orders submitted and approved during the third quarter
EXHIBIT 21 TDY PERSONNEL TRIPS JULY 1-SEPT 30 1986
Name of Traveller Trip Arrival Date Departure Date Duration
Tafweez Chauhan First 30-Apr-1986 31-Oct-1986 183
Jack Stafurick First 08-Jun-1986 08-Jul-1986 30
Pirooz Sharafi First 11-Jun-1986 07-Jul-1986 27
R Anderson First 12-Jun-86 12-Aug-1986 30
Robert Kowalski First 14-Jun-1986 23-Sep-1986 102
Godferd 0 Gerth First 18-Jun-1986 09-Aug-1986 52
Dr Almeida Fir-st 30-Jun-1986 09-Aug-1986 39
Amin Lakhani First 06-Jul-1986 12-Dec-1986 178
Charles Zimmermann First 07-Jul-1986 07-Aug-1986 30
Barry Tunnah First 14-Jul-1986 14-Aug-1986 30
Ghulam H Nezhad First 03-Aug-1986 30-Aug-1986 28
Thomas Smith First 06-Aig-1986 02-Sep-1986 27
Paul Thorne Second 18-Aug-1986 02-Oct-1986 46
Pirooz Sharafi Second 23-Aug-1986 31-Aug-1986 8
Jack Stafurick Second 26-Aug-1986 02-Sep-1986 8
Peter Bos Second 04-Sep-1986 07-Oct-1986 34
Charles Zimmermann Second 04-Sep-1986 25-Sep-1986 22
Chris Hurst First 15-Sep-1986 06-Oct-1986 22
Russel deLucia First 21-Sep-1986 04-Oct-1986 14
Chris La Farge First 22-Sep-1986 05-Oct-1986 14
Barry Tunnah Second 22-Sep-1986 11-Oct-1986 20
Peter Miller First 22-Sep-1986 26-Nov-1986 66
Henry Claud- Bailly Second 22-Sep-1986 28-Sep-1986 7
EXHIBIT 22
Sr No
ENERCON-8b-3
ENERCON-86-4
E4ERCDN-EI-6
ENERCON-26-7
EER -E-8
ENE 70N- 36- 9
ENERCON-86-O
ENE3CGN-36-il
ENERC3i--l2
ENERCGN-56-13
ENERCON-3b-14
ENERON-t-1S
ENERCON-36-17
ENERC2N--l
TECHNICAL REPORTS SUBMITTED JULY I -
Title
Energy Equipment Cost Directory -First Edition
Case Studies inEnergy Conservation Finance amp Traae Center Cogeneration
Pro ecr
Cogeneration Development inPaKistan Potential Impediments amp Policy Issues
Work Plan for Stimulating Cogeneration System Development inPakistan
Feasibill ti Study Process for Industrial Sector Demonstration Pro ect
Enerqy onserva-ion Data Base Neeas Data Reviewsssmpnt
Builiinq Sector Energy Data Base for Paistan interim Recort
Energy Eiuuation for Pakistan
Inustria Energy urvey
Naxsnoandi Inaustries
Inaustrial Energy Survey General Tyre amp Ruooer Co
industrial Enerql Survey Reference Manual
Power Sector Energy Data Base
Data Comoilation for Determining Electricity Conseria tion Potential
ENERCON St3aff Position Description
Execute Sunmarv
SEPT 30 1986
Prepared By
HBC
HBCPES
HBO PSharafi
HBC PSharafi
EDI 8 Tunnah
HBO RConte
HBC JStafurik
HBCezhad Smith
Techno
Consult
Techno Consult
H8C
HBC
DeLicia
HBC
Date Task Order Draft Task Ref Submitted
62 81386
86-008-HBC5 8586
86-008-HB-5 8ab
86-008-HBC-5A 81386
36-042-EDI4 9786
86-004-H802 9786
86-036-H83-12 9786
86-057-HBC-16 9786 86-057-HBC-17
8E-003-TCI 81186
86-003-TCI 81186
62 8j2086
86-036-NBC-11 911086
86-051-DEL-2 9178t
11 91136
TECHNICALXACLEt IIALLY ampCO -- ENERCON ASSISTANCE PROJECT- LIST OF IASK ORDERS SUBMITTED L APPROVED DURING JULY I - SEPT 30 DATE 20-1ev-A PA
bescriptioA TO Number FA S T Consultant LT Time Frame Labor Expenses Total Task Order task Order Subcontractor Responsib Begin End Budget Budget Budget Transmitted Approved
EA Course Logist Supp Aend 86-003-TC-IA S Techno Consult no 2-24-86 7-15-86 Ps174475 9-1-86 9-14-86 Cog lmitiatives(Azendsent) 86-O08-HBC-SA 7 PSharafi BA 6 days S 2925 S 843 S 3768 8-26-96 9-14-86 EACourse Logist Suppt 86-016-EM-I 5 EN Consultants MO 6-15-86 12-31-86 As 132972 As 4 640 As 177612 7-6-86 8-7-86 Feasibility Studies 86-018-TC-3 4 Technoconsult RPS 7-15-86 8-31-86 As 274 050 As 26714 As 300764 7-4-86 8-7-86 Feasibility Studies 86-019-INIPI-2 4 INTRAG Pak RPS 8-10-86 9-30-86 As 145 100 As 14534 Is 157634 7-4-86 8-7-86 Feasibility Studies 86-020-1-2 4 Zelin BPS 8-15-86 10-31-86 As 278 150 Is59882 As 337032 7-4-86 8-7-86 Feasibility Studies 86-021-EM-2 4 EM Consultants RPS 7-15-86 8-31-86 As 187795 As 24928 As 212723 7-4-86 8-7-16 0 Base luildings (Aiend) 86-036-HBC-12A 3 JStafurik BA S days S 3320 S Ill S 4433 8-28-86 10-21-36 Data lias-Buildings 86-037-H8C-5 3 JStafurik BA 18 days S 11950 $ 2656 $ 14606 7-2-86 10-21-86 FeasibStudy Supvsn(Asend) 86-042-EDI-4A 4 EDI Inc RPS 7-14-86 8-20-86 1 14963 1S5592 S 20555 8-05-86 10-21-86 Feasib Study Suovsn(Auend) 86-042-EDI-48 4 EDIT Inc RPS 7-14-86 10-21-86 j 41002 0 S 41002 9-01-86 10-21-86 Case AnalysislFin orksh~p 86-045-HBC-13 7 HBC JA 8-10-86 12-31-86 $58166 1 8449 1 66615 8-28-86 Invest Pros Initiatives 86-047-TC-9 7 echnoconsult JA 8-24-86 11-30-86 As 45720 As 10688 As 564 8-28-86 Invest Prom Initiatives 86-048-Z-8 7 1elin JA 8-24-86 11-30-86 As 45400 Rs 10288 As 55688 8-28-86 Invest Pros Initiatives 86-049-IXIPX-5 7 IMITAG Pak JA 8-3-86 11-30-86 As 156304 As 21048 As 171352 8-28-86 10-21-86 Electrical Equip Elf 86-052-EM-5 2 ElConsultants RPS 6-26-86 12-22-86 As 143 752 As 37 916 As 181668 7-3-86 9-14-86 Trng Crsm Lecturers 86-054-IC-12 5 Techno Consult 0 8-19-86 10-9-86 AS 43130 As 33380 As 76510 7-24-86 8-7-86 Trng Crse Lecturers 86-055-1-6 5 lelin No 8-19-86 10-9-86 As 27250 R 2000 Is 29290 7-6-86 8-7-86 rng Needs Assemssent 86-059-IMIPK-6 5 INTRAG Pak MO 7-20-86 9-12-86 As 74 880 As 30 33 As 105211 7-6-86 7-13-86
Agr Sector Assessment 86-060-DEL-3 2 deLucia amp Assoc BA 9-9-86 9-29-86 $ 21804 $ 10674 S 32478 9-3-86 21-10-86 Agr Sector Assessment 86-061-TC-1O 2 lechno Consult BA 8-3-86 10-30-86 As 69360 As 12800 As 82160 8-12-86 21-10-86 ling 9 Outreach 86-062-1-7 6 melin O 7-27-86 10-16-86 As 38880 As 67190 As 106010 7-24-86 8-7-86 Cogin Case Study 86-063-TC-11 7 PES M10 6-17-86 6-30-86 As 8672 0 Os 8672 7-24-86 8-7-86 Audil FeasibStudy Counterp86-064-HiC-18 4 HBC JA 8-10-86 11-6-86 As 87475 Os 28891 As 116366 8-05-86 10-21-16 IranspEC Deaees Plan Update86-065-HBC-19 3 HBC JA 8-9-86 8-29-86 S 9071 S 2786 $ 11857 6-05-86 10-21-86
-do- (Amend) B6-065-8C-19A 3 HBC JA 8-31-86 9-23-86 $ 10886 $ 3011 $ 13897 9-1-86 9-14-6 1rng Xeeds Assessment L6-066-HBC-20 5 rjaeil N0 8-20-86 lO-1S-86 As 24000 As 12611 Rs 36611 8-28-86 9-14-86 1rng Needs Assessment 86-067-H8C-21 S DrAbdullah MO 8-20-86 10-15-86 As 24000 As 8551 As 32551 8-28-86 9-14-86 rng Needs Assessment 86-068-H8C-22 5 DrKhawaja K0 8-20-86 10-15-86 As 24000 As 8951 As 32951 8-28-86 9-14-86
Data last Development 86-069-H8C-23 3 Clismermann BA 9-4-86 9-24-86 $ 8425 S 3887 S 12312 9-3-86 9-14-86 Overall Prol ManagSurveys Feasib StudiesTechAsstt 86-070-TC-13 1 amp 4 Techno Consult BPS 9-1-86 9-1-88 Rs 3638791 0 Rs 3633911 9-10-86 Overall Proj lianagSurveys Feasib StudiesTechAsstt 86-071-1-9 1 amp 4 zelin BPS 9-1-86 7-1-88 gs2855230 0 As 2738380 9-10-86 Overall Proj ManagSurveys Feasib StudiesTechAsstt 86-012-EN-6 14 EMConsultants BPS 9-1-86 9-1-88 As 2772917 0 As 2772917 9-10-86 Overall Proj IanagSurveys feasib StudiesTechAsstt 86-07-INTPK-7 11 4 INIRAG P - RPS 9-1-86 9-1-88 As 2016460 0 Is2016460 9-10-86
7
30 FINANCIAL AND LEVEL OF EFFORT INFORMATION
Total expenses for the third quarter were $76465595 a 41 increase over the previous quarter Cumulative expenses to date were $134226174 472 of currently obligated funds and 147 of che contract budget Expenses in Consultant line and Other Direct Costs are exceeding their budget limits Exhibit 31 gives the expenses for the project to date and for the third quarter Exhibit 32 gives the monthly and cumulative labor expenses
A total of 91 man months of effort were expended in the third quarter almost twice the level of the total project to date Exhibit 33 shows the man months for the project to date both cumulative and monthly whereas Exhibit 34 shows the breakdown between Pakistani and US consultants
----------------------------------------- ------------------------------------------------------------
EXHIBIT 31 QUARTERLY EXPENDITURE
Third Quarter July -September 1986
Contract Budget Amount Amount Obligated to Date $ 2846000
Cost $8702084 Fixed Fee $ 414247 Total $9116331
Cumulative Expenditure Todate
Amount Cumulative Percent of Percent of
this to Budget Obligated Contract Obligated
Cost Category Period Date Amount Amount Budget Funds
1 SALARIES AND WAGES $ 12679078 $ 25223240 $ 146146800 45536000 1730 5540
USHome Office 11661835 23825097
Field Office 1017243 1398147
2 FRINGE BENEFITS 3722737 7648834 42213000 13091600 1810 5840
3 OVERHEAD 12194127 24486146 114477000 35859600 2140 6830
4 CONSULTANTS 1479700 2038425 2700000 853800 7550 23870
5 TRAVEL TRANSPORTATION ampPER DIEM 9946582 18039986 118528700 36998000 1520 4880
6 ALLOWANCES 1127181 3622806 19895800 6261200 1820 5790
7 CCMMODITIES 11210717 18563791 123500000 38421000 1500 4830
8 SUBCONTRACT(S) 18777470 24219988 295394000 92210400 820 2630
9 OTMER DIRECT COSTS 1853621 4284098 7353100 2276800 5830 18820
TOTAL COSTS 72991213 128127314 870208400 271508400 1470 4720
FIXED FEE 476 3474382 6098860 41424700 13091600 1470 4660
TOTAL COSTS ampFIXED FEE $ 76465595 $ 134226174 $ 911633100 284600000 1470 4720
Obligated funds (28 million) distributed by cost category
according to contract budget cost distribution
EXHIBIT 32 Monthly and Cumulative Labor $ Expended January to September 1986
Thousand $ 900 Cumulative $
800 Monthly $
700 I11
600
500
400
300
200 171 1504 12598
100 7 shy21 F_ ___ Jan Feb Mar Apr May Jun Jul Aug Sep
Month
Nz
EXHIBIT 33 Monthly and Cumulative Man-Months Expended January to September 1986
Man-Months
175 Cumulative Man-months
150
Monthly
Man-months125 I I
100
75
50 35
28 28 25 - 1
_ 10
0 2 4 F] ____I
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
EXHIBIT 34 Man-Months Expended by Consultants January to September 1986
Man-Months
40 R~ US Personnel
[Z Local Personnel 30 I
20
10
0 _ _ _ ____
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
8
40 PROBLEMS ENCOUNTERED AND RECO14MENDED SOLUTIONS
A complete review of the ENERCON program was heMd on Sept 25 1986 One of the primary purposes of the riview was to identify problems the program was experiencing and develop agreed upon solutions The following is a list of the issues presented and recommendations discussed at the review meeting
Program PolicyPhilosophy
Issues
o Perception of roles - do all members of the GOP and consultant teaml share perception of joint responsibility for the program
o Public or private sector emphasis o Crash program or not - program was designed as a
crash program but management procedures required by USAID and GOP do not reflect this
Recommendations
o Joint responsibility of the Technical Assistance Team and GOP for output
o GOP as counterparts not managers o Private sector emphasis o Management procedures consistent with a crash
program
Management Procedures
Issues
o Detailed work plan and deliverables - expectations regarding schedule and deliverables do not reflect reality of lack of GOP counterparts or level of effort type contract
o Task order process is long and cumbersome o Written communications are primarily one-way from
the consultant team to USAID USAID communications too informal
o Project is requiring an excessive amount of administrative time
Recommendations
o Important policies comments on reports technical directions and other important communications should be in writing
o The task order and report approval process should be streamlined
9
o Greater participation by GOPUSAID in task order planning
o Technicdl assistance team should hire more assistants
o Use of management by objectives
Levels of Effort
Issues
o Counterpart support below plan o Lack of continuity of USAID project managetent o Need clarification of policies regarding use of
Pakistani vs US consultants o Variable quality of subcontractors
Recommendations
o Pace of program implementation should match the level of GOP support
o Appoint a USAID dedicated project manager who can speak for USAID
o Change subcontractors if necessary
Facilities and Fquipment
Issues
o Insufficient office space is seriously affecting productivity
o Shortage of project vehicles - two vehicles promised for July 1 have not yet arrived
o Telex often inoperable o Title transfer procedure unclear
Recommendations
o Provide new office space ASAP o Colocate ENERCON and ENERPLAN o Provide two more project vehicles ASAP o Put telex under control of HBC and Mathtech o USAID should provide HBC with title transfer
procedures in writing
Institutional Structures
Issues
o ENERCON organizational structure not well defined o Relationship to ENERPLAN not well defined
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
5
o Completed internal drafts of the following training manuals
- Steam Boiler Efficiency Manual - Steam System Efficiency Manual
o Revised published and printed 200 copies of Industrial Energy Survey Reference Manual
26 Outreach and Information
o Revised and published Energy Equipment Cost Directory
o Initiated selection of a ad firm 23 respondents top three selected for further review
o Prepared Total Energy Management information materials for industry in draft revised 25 fact sheets for industry in Pakistan and made ready for printing
o Prepared overall strategy for development and dissemination of industrial information materials
o Prepared outline of strategy for national awareness campaign
27 Investment Promotion
o Completed case study of Finance and Trade Center in Karachi published report Case Studies in Energy Conservation Finance and Trade Center Project
o Initiated case studies on three other significant energy conservation projects using first one as a model
o Completed analysis of potential and barriers to cogeneration development in Pakistan published report Cogeneration Development in Pakistan Potential Impediments and Policy Issues
o Prepared action plan for cogeneration promotion for ENERCON published report Work Plan for Stimulating Cogeneration System Development in Pakistan
6
o Initiated study of the financing and banking practices in Pakistan relative to energy conservation projects
o Assistance was provided to KESC to analyze the financial aspects of 13 bids for the Hub Chowki Project
28 Monitoring and Evaluation
o Set up monitoring and management control procedures for all aspects of ENERCON activities including task orders deliverables TDYs expenses etc
o Monitored progress of program made presentation of progress to date to USAID and ENERCON on Sept 25 1986
o Started monthly reporting of ENERCON Project to senior GOP officials
29 TDY Trip During Third Quarter
Exhibit 21 provides a complete list of short-term consultants to the ENERCON Program during the third quarter
210 Technical Reports Submitted During Third Quarter
Exhibit 22 gives a complete listing of reports submitted to the GOP and USAID during the third quarter
211 Task Orders Submitted and Approved
Exhibit 23 gives a complete list of the task orders submitted and approved during the third quarter
EXHIBIT 21 TDY PERSONNEL TRIPS JULY 1-SEPT 30 1986
Name of Traveller Trip Arrival Date Departure Date Duration
Tafweez Chauhan First 30-Apr-1986 31-Oct-1986 183
Jack Stafurick First 08-Jun-1986 08-Jul-1986 30
Pirooz Sharafi First 11-Jun-1986 07-Jul-1986 27
R Anderson First 12-Jun-86 12-Aug-1986 30
Robert Kowalski First 14-Jun-1986 23-Sep-1986 102
Godferd 0 Gerth First 18-Jun-1986 09-Aug-1986 52
Dr Almeida Fir-st 30-Jun-1986 09-Aug-1986 39
Amin Lakhani First 06-Jul-1986 12-Dec-1986 178
Charles Zimmermann First 07-Jul-1986 07-Aug-1986 30
Barry Tunnah First 14-Jul-1986 14-Aug-1986 30
Ghulam H Nezhad First 03-Aug-1986 30-Aug-1986 28
Thomas Smith First 06-Aig-1986 02-Sep-1986 27
Paul Thorne Second 18-Aug-1986 02-Oct-1986 46
Pirooz Sharafi Second 23-Aug-1986 31-Aug-1986 8
Jack Stafurick Second 26-Aug-1986 02-Sep-1986 8
Peter Bos Second 04-Sep-1986 07-Oct-1986 34
Charles Zimmermann Second 04-Sep-1986 25-Sep-1986 22
Chris Hurst First 15-Sep-1986 06-Oct-1986 22
Russel deLucia First 21-Sep-1986 04-Oct-1986 14
Chris La Farge First 22-Sep-1986 05-Oct-1986 14
Barry Tunnah Second 22-Sep-1986 11-Oct-1986 20
Peter Miller First 22-Sep-1986 26-Nov-1986 66
Henry Claud- Bailly Second 22-Sep-1986 28-Sep-1986 7
EXHIBIT 22
Sr No
ENERCON-8b-3
ENERCON-86-4
E4ERCDN-EI-6
ENERCON-26-7
EER -E-8
ENE 70N- 36- 9
ENERCON-86-O
ENE3CGN-36-il
ENERC3i--l2
ENERCGN-56-13
ENERCON-3b-14
ENERON-t-1S
ENERCON-36-17
ENERC2N--l
TECHNICAL REPORTS SUBMITTED JULY I -
Title
Energy Equipment Cost Directory -First Edition
Case Studies inEnergy Conservation Finance amp Traae Center Cogeneration
Pro ecr
Cogeneration Development inPaKistan Potential Impediments amp Policy Issues
Work Plan for Stimulating Cogeneration System Development inPakistan
Feasibill ti Study Process for Industrial Sector Demonstration Pro ect
Enerqy onserva-ion Data Base Neeas Data Reviewsssmpnt
Builiinq Sector Energy Data Base for Paistan interim Recort
Energy Eiuuation for Pakistan
Inustria Energy urvey
Naxsnoandi Inaustries
Inaustrial Energy Survey General Tyre amp Ruooer Co
industrial Enerql Survey Reference Manual
Power Sector Energy Data Base
Data Comoilation for Determining Electricity Conseria tion Potential
ENERCON St3aff Position Description
Execute Sunmarv
SEPT 30 1986
Prepared By
HBC
HBCPES
HBO PSharafi
HBC PSharafi
EDI 8 Tunnah
HBO RConte
HBC JStafurik
HBCezhad Smith
Techno
Consult
Techno Consult
H8C
HBC
DeLicia
HBC
Date Task Order Draft Task Ref Submitted
62 81386
86-008-HBC5 8586
86-008-HB-5 8ab
86-008-HBC-5A 81386
36-042-EDI4 9786
86-004-H802 9786
86-036-H83-12 9786
86-057-HBC-16 9786 86-057-HBC-17
8E-003-TCI 81186
86-003-TCI 81186
62 8j2086
86-036-NBC-11 911086
86-051-DEL-2 9178t
11 91136
TECHNICALXACLEt IIALLY ampCO -- ENERCON ASSISTANCE PROJECT- LIST OF IASK ORDERS SUBMITTED L APPROVED DURING JULY I - SEPT 30 DATE 20-1ev-A PA
bescriptioA TO Number FA S T Consultant LT Time Frame Labor Expenses Total Task Order task Order Subcontractor Responsib Begin End Budget Budget Budget Transmitted Approved
EA Course Logist Supp Aend 86-003-TC-IA S Techno Consult no 2-24-86 7-15-86 Ps174475 9-1-86 9-14-86 Cog lmitiatives(Azendsent) 86-O08-HBC-SA 7 PSharafi BA 6 days S 2925 S 843 S 3768 8-26-96 9-14-86 EACourse Logist Suppt 86-016-EM-I 5 EN Consultants MO 6-15-86 12-31-86 As 132972 As 4 640 As 177612 7-6-86 8-7-86 Feasibility Studies 86-018-TC-3 4 Technoconsult RPS 7-15-86 8-31-86 As 274 050 As 26714 As 300764 7-4-86 8-7-86 Feasibility Studies 86-019-INIPI-2 4 INTRAG Pak RPS 8-10-86 9-30-86 As 145 100 As 14534 Is 157634 7-4-86 8-7-86 Feasibility Studies 86-020-1-2 4 Zelin BPS 8-15-86 10-31-86 As 278 150 Is59882 As 337032 7-4-86 8-7-86 Feasibility Studies 86-021-EM-2 4 EM Consultants RPS 7-15-86 8-31-86 As 187795 As 24928 As 212723 7-4-86 8-7-16 0 Base luildings (Aiend) 86-036-HBC-12A 3 JStafurik BA S days S 3320 S Ill S 4433 8-28-86 10-21-36 Data lias-Buildings 86-037-H8C-5 3 JStafurik BA 18 days S 11950 $ 2656 $ 14606 7-2-86 10-21-86 FeasibStudy Supvsn(Asend) 86-042-EDI-4A 4 EDI Inc RPS 7-14-86 8-20-86 1 14963 1S5592 S 20555 8-05-86 10-21-86 Feasib Study Suovsn(Auend) 86-042-EDI-48 4 EDIT Inc RPS 7-14-86 10-21-86 j 41002 0 S 41002 9-01-86 10-21-86 Case AnalysislFin orksh~p 86-045-HBC-13 7 HBC JA 8-10-86 12-31-86 $58166 1 8449 1 66615 8-28-86 Invest Pros Initiatives 86-047-TC-9 7 echnoconsult JA 8-24-86 11-30-86 As 45720 As 10688 As 564 8-28-86 Invest Prom Initiatives 86-048-Z-8 7 1elin JA 8-24-86 11-30-86 As 45400 Rs 10288 As 55688 8-28-86 Invest Pros Initiatives 86-049-IXIPX-5 7 IMITAG Pak JA 8-3-86 11-30-86 As 156304 As 21048 As 171352 8-28-86 10-21-86 Electrical Equip Elf 86-052-EM-5 2 ElConsultants RPS 6-26-86 12-22-86 As 143 752 As 37 916 As 181668 7-3-86 9-14-86 Trng Crsm Lecturers 86-054-IC-12 5 Techno Consult 0 8-19-86 10-9-86 AS 43130 As 33380 As 76510 7-24-86 8-7-86 Trng Crse Lecturers 86-055-1-6 5 lelin No 8-19-86 10-9-86 As 27250 R 2000 Is 29290 7-6-86 8-7-86 rng Needs Assemssent 86-059-IMIPK-6 5 INTRAG Pak MO 7-20-86 9-12-86 As 74 880 As 30 33 As 105211 7-6-86 7-13-86
Agr Sector Assessment 86-060-DEL-3 2 deLucia amp Assoc BA 9-9-86 9-29-86 $ 21804 $ 10674 S 32478 9-3-86 21-10-86 Agr Sector Assessment 86-061-TC-1O 2 lechno Consult BA 8-3-86 10-30-86 As 69360 As 12800 As 82160 8-12-86 21-10-86 ling 9 Outreach 86-062-1-7 6 melin O 7-27-86 10-16-86 As 38880 As 67190 As 106010 7-24-86 8-7-86 Cogin Case Study 86-063-TC-11 7 PES M10 6-17-86 6-30-86 As 8672 0 Os 8672 7-24-86 8-7-86 Audil FeasibStudy Counterp86-064-HiC-18 4 HBC JA 8-10-86 11-6-86 As 87475 Os 28891 As 116366 8-05-86 10-21-16 IranspEC Deaees Plan Update86-065-HBC-19 3 HBC JA 8-9-86 8-29-86 S 9071 S 2786 $ 11857 6-05-86 10-21-86
-do- (Amend) B6-065-8C-19A 3 HBC JA 8-31-86 9-23-86 $ 10886 $ 3011 $ 13897 9-1-86 9-14-6 1rng Xeeds Assessment L6-066-HBC-20 5 rjaeil N0 8-20-86 lO-1S-86 As 24000 As 12611 Rs 36611 8-28-86 9-14-86 1rng Needs Assessment 86-067-H8C-21 S DrAbdullah MO 8-20-86 10-15-86 As 24000 As 8551 As 32551 8-28-86 9-14-86 rng Needs Assessment 86-068-H8C-22 5 DrKhawaja K0 8-20-86 10-15-86 As 24000 As 8951 As 32951 8-28-86 9-14-86
Data last Development 86-069-H8C-23 3 Clismermann BA 9-4-86 9-24-86 $ 8425 S 3887 S 12312 9-3-86 9-14-86 Overall Prol ManagSurveys Feasib StudiesTechAsstt 86-070-TC-13 1 amp 4 Techno Consult BPS 9-1-86 9-1-88 Rs 3638791 0 Rs 3633911 9-10-86 Overall Proj lianagSurveys Feasib StudiesTechAsstt 86-071-1-9 1 amp 4 zelin BPS 9-1-86 7-1-88 gs2855230 0 As 2738380 9-10-86 Overall Proj ManagSurveys Feasib StudiesTechAsstt 86-012-EN-6 14 EMConsultants BPS 9-1-86 9-1-88 As 2772917 0 As 2772917 9-10-86 Overall Proj IanagSurveys feasib StudiesTechAsstt 86-07-INTPK-7 11 4 INIRAG P - RPS 9-1-86 9-1-88 As 2016460 0 Is2016460 9-10-86
7
30 FINANCIAL AND LEVEL OF EFFORT INFORMATION
Total expenses for the third quarter were $76465595 a 41 increase over the previous quarter Cumulative expenses to date were $134226174 472 of currently obligated funds and 147 of che contract budget Expenses in Consultant line and Other Direct Costs are exceeding their budget limits Exhibit 31 gives the expenses for the project to date and for the third quarter Exhibit 32 gives the monthly and cumulative labor expenses
A total of 91 man months of effort were expended in the third quarter almost twice the level of the total project to date Exhibit 33 shows the man months for the project to date both cumulative and monthly whereas Exhibit 34 shows the breakdown between Pakistani and US consultants
----------------------------------------- ------------------------------------------------------------
EXHIBIT 31 QUARTERLY EXPENDITURE
Third Quarter July -September 1986
Contract Budget Amount Amount Obligated to Date $ 2846000
Cost $8702084 Fixed Fee $ 414247 Total $9116331
Cumulative Expenditure Todate
Amount Cumulative Percent of Percent of
this to Budget Obligated Contract Obligated
Cost Category Period Date Amount Amount Budget Funds
1 SALARIES AND WAGES $ 12679078 $ 25223240 $ 146146800 45536000 1730 5540
USHome Office 11661835 23825097
Field Office 1017243 1398147
2 FRINGE BENEFITS 3722737 7648834 42213000 13091600 1810 5840
3 OVERHEAD 12194127 24486146 114477000 35859600 2140 6830
4 CONSULTANTS 1479700 2038425 2700000 853800 7550 23870
5 TRAVEL TRANSPORTATION ampPER DIEM 9946582 18039986 118528700 36998000 1520 4880
6 ALLOWANCES 1127181 3622806 19895800 6261200 1820 5790
7 CCMMODITIES 11210717 18563791 123500000 38421000 1500 4830
8 SUBCONTRACT(S) 18777470 24219988 295394000 92210400 820 2630
9 OTMER DIRECT COSTS 1853621 4284098 7353100 2276800 5830 18820
TOTAL COSTS 72991213 128127314 870208400 271508400 1470 4720
FIXED FEE 476 3474382 6098860 41424700 13091600 1470 4660
TOTAL COSTS ampFIXED FEE $ 76465595 $ 134226174 $ 911633100 284600000 1470 4720
Obligated funds (28 million) distributed by cost category
according to contract budget cost distribution
EXHIBIT 32 Monthly and Cumulative Labor $ Expended January to September 1986
Thousand $ 900 Cumulative $
800 Monthly $
700 I11
600
500
400
300
200 171 1504 12598
100 7 shy21 F_ ___ Jan Feb Mar Apr May Jun Jul Aug Sep
Month
Nz
EXHIBIT 33 Monthly and Cumulative Man-Months Expended January to September 1986
Man-Months
175 Cumulative Man-months
150
Monthly
Man-months125 I I
100
75
50 35
28 28 25 - 1
_ 10
0 2 4 F] ____I
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
EXHIBIT 34 Man-Months Expended by Consultants January to September 1986
Man-Months
40 R~ US Personnel
[Z Local Personnel 30 I
20
10
0 _ _ _ ____
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
8
40 PROBLEMS ENCOUNTERED AND RECO14MENDED SOLUTIONS
A complete review of the ENERCON program was heMd on Sept 25 1986 One of the primary purposes of the riview was to identify problems the program was experiencing and develop agreed upon solutions The following is a list of the issues presented and recommendations discussed at the review meeting
Program PolicyPhilosophy
Issues
o Perception of roles - do all members of the GOP and consultant teaml share perception of joint responsibility for the program
o Public or private sector emphasis o Crash program or not - program was designed as a
crash program but management procedures required by USAID and GOP do not reflect this
Recommendations
o Joint responsibility of the Technical Assistance Team and GOP for output
o GOP as counterparts not managers o Private sector emphasis o Management procedures consistent with a crash
program
Management Procedures
Issues
o Detailed work plan and deliverables - expectations regarding schedule and deliverables do not reflect reality of lack of GOP counterparts or level of effort type contract
o Task order process is long and cumbersome o Written communications are primarily one-way from
the consultant team to USAID USAID communications too informal
o Project is requiring an excessive amount of administrative time
Recommendations
o Important policies comments on reports technical directions and other important communications should be in writing
o The task order and report approval process should be streamlined
9
o Greater participation by GOPUSAID in task order planning
o Technicdl assistance team should hire more assistants
o Use of management by objectives
Levels of Effort
Issues
o Counterpart support below plan o Lack of continuity of USAID project managetent o Need clarification of policies regarding use of
Pakistani vs US consultants o Variable quality of subcontractors
Recommendations
o Pace of program implementation should match the level of GOP support
o Appoint a USAID dedicated project manager who can speak for USAID
o Change subcontractors if necessary
Facilities and Fquipment
Issues
o Insufficient office space is seriously affecting productivity
o Shortage of project vehicles - two vehicles promised for July 1 have not yet arrived
o Telex often inoperable o Title transfer procedure unclear
Recommendations
o Provide new office space ASAP o Colocate ENERCON and ENERPLAN o Provide two more project vehicles ASAP o Put telex under control of HBC and Mathtech o USAID should provide HBC with title transfer
procedures in writing
Institutional Structures
Issues
o ENERCON organizational structure not well defined o Relationship to ENERPLAN not well defined
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
6
o Initiated study of the financing and banking practices in Pakistan relative to energy conservation projects
o Assistance was provided to KESC to analyze the financial aspects of 13 bids for the Hub Chowki Project
28 Monitoring and Evaluation
o Set up monitoring and management control procedures for all aspects of ENERCON activities including task orders deliverables TDYs expenses etc
o Monitored progress of program made presentation of progress to date to USAID and ENERCON on Sept 25 1986
o Started monthly reporting of ENERCON Project to senior GOP officials
29 TDY Trip During Third Quarter
Exhibit 21 provides a complete list of short-term consultants to the ENERCON Program during the third quarter
210 Technical Reports Submitted During Third Quarter
Exhibit 22 gives a complete listing of reports submitted to the GOP and USAID during the third quarter
211 Task Orders Submitted and Approved
Exhibit 23 gives a complete list of the task orders submitted and approved during the third quarter
EXHIBIT 21 TDY PERSONNEL TRIPS JULY 1-SEPT 30 1986
Name of Traveller Trip Arrival Date Departure Date Duration
Tafweez Chauhan First 30-Apr-1986 31-Oct-1986 183
Jack Stafurick First 08-Jun-1986 08-Jul-1986 30
Pirooz Sharafi First 11-Jun-1986 07-Jul-1986 27
R Anderson First 12-Jun-86 12-Aug-1986 30
Robert Kowalski First 14-Jun-1986 23-Sep-1986 102
Godferd 0 Gerth First 18-Jun-1986 09-Aug-1986 52
Dr Almeida Fir-st 30-Jun-1986 09-Aug-1986 39
Amin Lakhani First 06-Jul-1986 12-Dec-1986 178
Charles Zimmermann First 07-Jul-1986 07-Aug-1986 30
Barry Tunnah First 14-Jul-1986 14-Aug-1986 30
Ghulam H Nezhad First 03-Aug-1986 30-Aug-1986 28
Thomas Smith First 06-Aig-1986 02-Sep-1986 27
Paul Thorne Second 18-Aug-1986 02-Oct-1986 46
Pirooz Sharafi Second 23-Aug-1986 31-Aug-1986 8
Jack Stafurick Second 26-Aug-1986 02-Sep-1986 8
Peter Bos Second 04-Sep-1986 07-Oct-1986 34
Charles Zimmermann Second 04-Sep-1986 25-Sep-1986 22
Chris Hurst First 15-Sep-1986 06-Oct-1986 22
Russel deLucia First 21-Sep-1986 04-Oct-1986 14
Chris La Farge First 22-Sep-1986 05-Oct-1986 14
Barry Tunnah Second 22-Sep-1986 11-Oct-1986 20
Peter Miller First 22-Sep-1986 26-Nov-1986 66
Henry Claud- Bailly Second 22-Sep-1986 28-Sep-1986 7
EXHIBIT 22
Sr No
ENERCON-8b-3
ENERCON-86-4
E4ERCDN-EI-6
ENERCON-26-7
EER -E-8
ENE 70N- 36- 9
ENERCON-86-O
ENE3CGN-36-il
ENERC3i--l2
ENERCGN-56-13
ENERCON-3b-14
ENERON-t-1S
ENERCON-36-17
ENERC2N--l
TECHNICAL REPORTS SUBMITTED JULY I -
Title
Energy Equipment Cost Directory -First Edition
Case Studies inEnergy Conservation Finance amp Traae Center Cogeneration
Pro ecr
Cogeneration Development inPaKistan Potential Impediments amp Policy Issues
Work Plan for Stimulating Cogeneration System Development inPakistan
Feasibill ti Study Process for Industrial Sector Demonstration Pro ect
Enerqy onserva-ion Data Base Neeas Data Reviewsssmpnt
Builiinq Sector Energy Data Base for Paistan interim Recort
Energy Eiuuation for Pakistan
Inustria Energy urvey
Naxsnoandi Inaustries
Inaustrial Energy Survey General Tyre amp Ruooer Co
industrial Enerql Survey Reference Manual
Power Sector Energy Data Base
Data Comoilation for Determining Electricity Conseria tion Potential
ENERCON St3aff Position Description
Execute Sunmarv
SEPT 30 1986
Prepared By
HBC
HBCPES
HBO PSharafi
HBC PSharafi
EDI 8 Tunnah
HBO RConte
HBC JStafurik
HBCezhad Smith
Techno
Consult
Techno Consult
H8C
HBC
DeLicia
HBC
Date Task Order Draft Task Ref Submitted
62 81386
86-008-HBC5 8586
86-008-HB-5 8ab
86-008-HBC-5A 81386
36-042-EDI4 9786
86-004-H802 9786
86-036-H83-12 9786
86-057-HBC-16 9786 86-057-HBC-17
8E-003-TCI 81186
86-003-TCI 81186
62 8j2086
86-036-NBC-11 911086
86-051-DEL-2 9178t
11 91136
TECHNICALXACLEt IIALLY ampCO -- ENERCON ASSISTANCE PROJECT- LIST OF IASK ORDERS SUBMITTED L APPROVED DURING JULY I - SEPT 30 DATE 20-1ev-A PA
bescriptioA TO Number FA S T Consultant LT Time Frame Labor Expenses Total Task Order task Order Subcontractor Responsib Begin End Budget Budget Budget Transmitted Approved
EA Course Logist Supp Aend 86-003-TC-IA S Techno Consult no 2-24-86 7-15-86 Ps174475 9-1-86 9-14-86 Cog lmitiatives(Azendsent) 86-O08-HBC-SA 7 PSharafi BA 6 days S 2925 S 843 S 3768 8-26-96 9-14-86 EACourse Logist Suppt 86-016-EM-I 5 EN Consultants MO 6-15-86 12-31-86 As 132972 As 4 640 As 177612 7-6-86 8-7-86 Feasibility Studies 86-018-TC-3 4 Technoconsult RPS 7-15-86 8-31-86 As 274 050 As 26714 As 300764 7-4-86 8-7-86 Feasibility Studies 86-019-INIPI-2 4 INTRAG Pak RPS 8-10-86 9-30-86 As 145 100 As 14534 Is 157634 7-4-86 8-7-86 Feasibility Studies 86-020-1-2 4 Zelin BPS 8-15-86 10-31-86 As 278 150 Is59882 As 337032 7-4-86 8-7-86 Feasibility Studies 86-021-EM-2 4 EM Consultants RPS 7-15-86 8-31-86 As 187795 As 24928 As 212723 7-4-86 8-7-16 0 Base luildings (Aiend) 86-036-HBC-12A 3 JStafurik BA S days S 3320 S Ill S 4433 8-28-86 10-21-36 Data lias-Buildings 86-037-H8C-5 3 JStafurik BA 18 days S 11950 $ 2656 $ 14606 7-2-86 10-21-86 FeasibStudy Supvsn(Asend) 86-042-EDI-4A 4 EDI Inc RPS 7-14-86 8-20-86 1 14963 1S5592 S 20555 8-05-86 10-21-86 Feasib Study Suovsn(Auend) 86-042-EDI-48 4 EDIT Inc RPS 7-14-86 10-21-86 j 41002 0 S 41002 9-01-86 10-21-86 Case AnalysislFin orksh~p 86-045-HBC-13 7 HBC JA 8-10-86 12-31-86 $58166 1 8449 1 66615 8-28-86 Invest Pros Initiatives 86-047-TC-9 7 echnoconsult JA 8-24-86 11-30-86 As 45720 As 10688 As 564 8-28-86 Invest Prom Initiatives 86-048-Z-8 7 1elin JA 8-24-86 11-30-86 As 45400 Rs 10288 As 55688 8-28-86 Invest Pros Initiatives 86-049-IXIPX-5 7 IMITAG Pak JA 8-3-86 11-30-86 As 156304 As 21048 As 171352 8-28-86 10-21-86 Electrical Equip Elf 86-052-EM-5 2 ElConsultants RPS 6-26-86 12-22-86 As 143 752 As 37 916 As 181668 7-3-86 9-14-86 Trng Crsm Lecturers 86-054-IC-12 5 Techno Consult 0 8-19-86 10-9-86 AS 43130 As 33380 As 76510 7-24-86 8-7-86 Trng Crse Lecturers 86-055-1-6 5 lelin No 8-19-86 10-9-86 As 27250 R 2000 Is 29290 7-6-86 8-7-86 rng Needs Assemssent 86-059-IMIPK-6 5 INTRAG Pak MO 7-20-86 9-12-86 As 74 880 As 30 33 As 105211 7-6-86 7-13-86
Agr Sector Assessment 86-060-DEL-3 2 deLucia amp Assoc BA 9-9-86 9-29-86 $ 21804 $ 10674 S 32478 9-3-86 21-10-86 Agr Sector Assessment 86-061-TC-1O 2 lechno Consult BA 8-3-86 10-30-86 As 69360 As 12800 As 82160 8-12-86 21-10-86 ling 9 Outreach 86-062-1-7 6 melin O 7-27-86 10-16-86 As 38880 As 67190 As 106010 7-24-86 8-7-86 Cogin Case Study 86-063-TC-11 7 PES M10 6-17-86 6-30-86 As 8672 0 Os 8672 7-24-86 8-7-86 Audil FeasibStudy Counterp86-064-HiC-18 4 HBC JA 8-10-86 11-6-86 As 87475 Os 28891 As 116366 8-05-86 10-21-16 IranspEC Deaees Plan Update86-065-HBC-19 3 HBC JA 8-9-86 8-29-86 S 9071 S 2786 $ 11857 6-05-86 10-21-86
-do- (Amend) B6-065-8C-19A 3 HBC JA 8-31-86 9-23-86 $ 10886 $ 3011 $ 13897 9-1-86 9-14-6 1rng Xeeds Assessment L6-066-HBC-20 5 rjaeil N0 8-20-86 lO-1S-86 As 24000 As 12611 Rs 36611 8-28-86 9-14-86 1rng Needs Assessment 86-067-H8C-21 S DrAbdullah MO 8-20-86 10-15-86 As 24000 As 8551 As 32551 8-28-86 9-14-86 rng Needs Assessment 86-068-H8C-22 5 DrKhawaja K0 8-20-86 10-15-86 As 24000 As 8951 As 32951 8-28-86 9-14-86
Data last Development 86-069-H8C-23 3 Clismermann BA 9-4-86 9-24-86 $ 8425 S 3887 S 12312 9-3-86 9-14-86 Overall Prol ManagSurveys Feasib StudiesTechAsstt 86-070-TC-13 1 amp 4 Techno Consult BPS 9-1-86 9-1-88 Rs 3638791 0 Rs 3633911 9-10-86 Overall Proj lianagSurveys Feasib StudiesTechAsstt 86-071-1-9 1 amp 4 zelin BPS 9-1-86 7-1-88 gs2855230 0 As 2738380 9-10-86 Overall Proj ManagSurveys Feasib StudiesTechAsstt 86-012-EN-6 14 EMConsultants BPS 9-1-86 9-1-88 As 2772917 0 As 2772917 9-10-86 Overall Proj IanagSurveys feasib StudiesTechAsstt 86-07-INTPK-7 11 4 INIRAG P - RPS 9-1-86 9-1-88 As 2016460 0 Is2016460 9-10-86
7
30 FINANCIAL AND LEVEL OF EFFORT INFORMATION
Total expenses for the third quarter were $76465595 a 41 increase over the previous quarter Cumulative expenses to date were $134226174 472 of currently obligated funds and 147 of che contract budget Expenses in Consultant line and Other Direct Costs are exceeding their budget limits Exhibit 31 gives the expenses for the project to date and for the third quarter Exhibit 32 gives the monthly and cumulative labor expenses
A total of 91 man months of effort were expended in the third quarter almost twice the level of the total project to date Exhibit 33 shows the man months for the project to date both cumulative and monthly whereas Exhibit 34 shows the breakdown between Pakistani and US consultants
----------------------------------------- ------------------------------------------------------------
EXHIBIT 31 QUARTERLY EXPENDITURE
Third Quarter July -September 1986
Contract Budget Amount Amount Obligated to Date $ 2846000
Cost $8702084 Fixed Fee $ 414247 Total $9116331
Cumulative Expenditure Todate
Amount Cumulative Percent of Percent of
this to Budget Obligated Contract Obligated
Cost Category Period Date Amount Amount Budget Funds
1 SALARIES AND WAGES $ 12679078 $ 25223240 $ 146146800 45536000 1730 5540
USHome Office 11661835 23825097
Field Office 1017243 1398147
2 FRINGE BENEFITS 3722737 7648834 42213000 13091600 1810 5840
3 OVERHEAD 12194127 24486146 114477000 35859600 2140 6830
4 CONSULTANTS 1479700 2038425 2700000 853800 7550 23870
5 TRAVEL TRANSPORTATION ampPER DIEM 9946582 18039986 118528700 36998000 1520 4880
6 ALLOWANCES 1127181 3622806 19895800 6261200 1820 5790
7 CCMMODITIES 11210717 18563791 123500000 38421000 1500 4830
8 SUBCONTRACT(S) 18777470 24219988 295394000 92210400 820 2630
9 OTMER DIRECT COSTS 1853621 4284098 7353100 2276800 5830 18820
TOTAL COSTS 72991213 128127314 870208400 271508400 1470 4720
FIXED FEE 476 3474382 6098860 41424700 13091600 1470 4660
TOTAL COSTS ampFIXED FEE $ 76465595 $ 134226174 $ 911633100 284600000 1470 4720
Obligated funds (28 million) distributed by cost category
according to contract budget cost distribution
EXHIBIT 32 Monthly and Cumulative Labor $ Expended January to September 1986
Thousand $ 900 Cumulative $
800 Monthly $
700 I11
600
500
400
300
200 171 1504 12598
100 7 shy21 F_ ___ Jan Feb Mar Apr May Jun Jul Aug Sep
Month
Nz
EXHIBIT 33 Monthly and Cumulative Man-Months Expended January to September 1986
Man-Months
175 Cumulative Man-months
150
Monthly
Man-months125 I I
100
75
50 35
28 28 25 - 1
_ 10
0 2 4 F] ____I
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
EXHIBIT 34 Man-Months Expended by Consultants January to September 1986
Man-Months
40 R~ US Personnel
[Z Local Personnel 30 I
20
10
0 _ _ _ ____
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
8
40 PROBLEMS ENCOUNTERED AND RECO14MENDED SOLUTIONS
A complete review of the ENERCON program was heMd on Sept 25 1986 One of the primary purposes of the riview was to identify problems the program was experiencing and develop agreed upon solutions The following is a list of the issues presented and recommendations discussed at the review meeting
Program PolicyPhilosophy
Issues
o Perception of roles - do all members of the GOP and consultant teaml share perception of joint responsibility for the program
o Public or private sector emphasis o Crash program or not - program was designed as a
crash program but management procedures required by USAID and GOP do not reflect this
Recommendations
o Joint responsibility of the Technical Assistance Team and GOP for output
o GOP as counterparts not managers o Private sector emphasis o Management procedures consistent with a crash
program
Management Procedures
Issues
o Detailed work plan and deliverables - expectations regarding schedule and deliverables do not reflect reality of lack of GOP counterparts or level of effort type contract
o Task order process is long and cumbersome o Written communications are primarily one-way from
the consultant team to USAID USAID communications too informal
o Project is requiring an excessive amount of administrative time
Recommendations
o Important policies comments on reports technical directions and other important communications should be in writing
o The task order and report approval process should be streamlined
9
o Greater participation by GOPUSAID in task order planning
o Technicdl assistance team should hire more assistants
o Use of management by objectives
Levels of Effort
Issues
o Counterpart support below plan o Lack of continuity of USAID project managetent o Need clarification of policies regarding use of
Pakistani vs US consultants o Variable quality of subcontractors
Recommendations
o Pace of program implementation should match the level of GOP support
o Appoint a USAID dedicated project manager who can speak for USAID
o Change subcontractors if necessary
Facilities and Fquipment
Issues
o Insufficient office space is seriously affecting productivity
o Shortage of project vehicles - two vehicles promised for July 1 have not yet arrived
o Telex often inoperable o Title transfer procedure unclear
Recommendations
o Provide new office space ASAP o Colocate ENERCON and ENERPLAN o Provide two more project vehicles ASAP o Put telex under control of HBC and Mathtech o USAID should provide HBC with title transfer
procedures in writing
Institutional Structures
Issues
o ENERCON organizational structure not well defined o Relationship to ENERPLAN not well defined
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
EXHIBIT 21 TDY PERSONNEL TRIPS JULY 1-SEPT 30 1986
Name of Traveller Trip Arrival Date Departure Date Duration
Tafweez Chauhan First 30-Apr-1986 31-Oct-1986 183
Jack Stafurick First 08-Jun-1986 08-Jul-1986 30
Pirooz Sharafi First 11-Jun-1986 07-Jul-1986 27
R Anderson First 12-Jun-86 12-Aug-1986 30
Robert Kowalski First 14-Jun-1986 23-Sep-1986 102
Godferd 0 Gerth First 18-Jun-1986 09-Aug-1986 52
Dr Almeida Fir-st 30-Jun-1986 09-Aug-1986 39
Amin Lakhani First 06-Jul-1986 12-Dec-1986 178
Charles Zimmermann First 07-Jul-1986 07-Aug-1986 30
Barry Tunnah First 14-Jul-1986 14-Aug-1986 30
Ghulam H Nezhad First 03-Aug-1986 30-Aug-1986 28
Thomas Smith First 06-Aig-1986 02-Sep-1986 27
Paul Thorne Second 18-Aug-1986 02-Oct-1986 46
Pirooz Sharafi Second 23-Aug-1986 31-Aug-1986 8
Jack Stafurick Second 26-Aug-1986 02-Sep-1986 8
Peter Bos Second 04-Sep-1986 07-Oct-1986 34
Charles Zimmermann Second 04-Sep-1986 25-Sep-1986 22
Chris Hurst First 15-Sep-1986 06-Oct-1986 22
Russel deLucia First 21-Sep-1986 04-Oct-1986 14
Chris La Farge First 22-Sep-1986 05-Oct-1986 14
Barry Tunnah Second 22-Sep-1986 11-Oct-1986 20
Peter Miller First 22-Sep-1986 26-Nov-1986 66
Henry Claud- Bailly Second 22-Sep-1986 28-Sep-1986 7
EXHIBIT 22
Sr No
ENERCON-8b-3
ENERCON-86-4
E4ERCDN-EI-6
ENERCON-26-7
EER -E-8
ENE 70N- 36- 9
ENERCON-86-O
ENE3CGN-36-il
ENERC3i--l2
ENERCGN-56-13
ENERCON-3b-14
ENERON-t-1S
ENERCON-36-17
ENERC2N--l
TECHNICAL REPORTS SUBMITTED JULY I -
Title
Energy Equipment Cost Directory -First Edition
Case Studies inEnergy Conservation Finance amp Traae Center Cogeneration
Pro ecr
Cogeneration Development inPaKistan Potential Impediments amp Policy Issues
Work Plan for Stimulating Cogeneration System Development inPakistan
Feasibill ti Study Process for Industrial Sector Demonstration Pro ect
Enerqy onserva-ion Data Base Neeas Data Reviewsssmpnt
Builiinq Sector Energy Data Base for Paistan interim Recort
Energy Eiuuation for Pakistan
Inustria Energy urvey
Naxsnoandi Inaustries
Inaustrial Energy Survey General Tyre amp Ruooer Co
industrial Enerql Survey Reference Manual
Power Sector Energy Data Base
Data Comoilation for Determining Electricity Conseria tion Potential
ENERCON St3aff Position Description
Execute Sunmarv
SEPT 30 1986
Prepared By
HBC
HBCPES
HBO PSharafi
HBC PSharafi
EDI 8 Tunnah
HBO RConte
HBC JStafurik
HBCezhad Smith
Techno
Consult
Techno Consult
H8C
HBC
DeLicia
HBC
Date Task Order Draft Task Ref Submitted
62 81386
86-008-HBC5 8586
86-008-HB-5 8ab
86-008-HBC-5A 81386
36-042-EDI4 9786
86-004-H802 9786
86-036-H83-12 9786
86-057-HBC-16 9786 86-057-HBC-17
8E-003-TCI 81186
86-003-TCI 81186
62 8j2086
86-036-NBC-11 911086
86-051-DEL-2 9178t
11 91136
TECHNICALXACLEt IIALLY ampCO -- ENERCON ASSISTANCE PROJECT- LIST OF IASK ORDERS SUBMITTED L APPROVED DURING JULY I - SEPT 30 DATE 20-1ev-A PA
bescriptioA TO Number FA S T Consultant LT Time Frame Labor Expenses Total Task Order task Order Subcontractor Responsib Begin End Budget Budget Budget Transmitted Approved
EA Course Logist Supp Aend 86-003-TC-IA S Techno Consult no 2-24-86 7-15-86 Ps174475 9-1-86 9-14-86 Cog lmitiatives(Azendsent) 86-O08-HBC-SA 7 PSharafi BA 6 days S 2925 S 843 S 3768 8-26-96 9-14-86 EACourse Logist Suppt 86-016-EM-I 5 EN Consultants MO 6-15-86 12-31-86 As 132972 As 4 640 As 177612 7-6-86 8-7-86 Feasibility Studies 86-018-TC-3 4 Technoconsult RPS 7-15-86 8-31-86 As 274 050 As 26714 As 300764 7-4-86 8-7-86 Feasibility Studies 86-019-INIPI-2 4 INTRAG Pak RPS 8-10-86 9-30-86 As 145 100 As 14534 Is 157634 7-4-86 8-7-86 Feasibility Studies 86-020-1-2 4 Zelin BPS 8-15-86 10-31-86 As 278 150 Is59882 As 337032 7-4-86 8-7-86 Feasibility Studies 86-021-EM-2 4 EM Consultants RPS 7-15-86 8-31-86 As 187795 As 24928 As 212723 7-4-86 8-7-16 0 Base luildings (Aiend) 86-036-HBC-12A 3 JStafurik BA S days S 3320 S Ill S 4433 8-28-86 10-21-36 Data lias-Buildings 86-037-H8C-5 3 JStafurik BA 18 days S 11950 $ 2656 $ 14606 7-2-86 10-21-86 FeasibStudy Supvsn(Asend) 86-042-EDI-4A 4 EDI Inc RPS 7-14-86 8-20-86 1 14963 1S5592 S 20555 8-05-86 10-21-86 Feasib Study Suovsn(Auend) 86-042-EDI-48 4 EDIT Inc RPS 7-14-86 10-21-86 j 41002 0 S 41002 9-01-86 10-21-86 Case AnalysislFin orksh~p 86-045-HBC-13 7 HBC JA 8-10-86 12-31-86 $58166 1 8449 1 66615 8-28-86 Invest Pros Initiatives 86-047-TC-9 7 echnoconsult JA 8-24-86 11-30-86 As 45720 As 10688 As 564 8-28-86 Invest Prom Initiatives 86-048-Z-8 7 1elin JA 8-24-86 11-30-86 As 45400 Rs 10288 As 55688 8-28-86 Invest Pros Initiatives 86-049-IXIPX-5 7 IMITAG Pak JA 8-3-86 11-30-86 As 156304 As 21048 As 171352 8-28-86 10-21-86 Electrical Equip Elf 86-052-EM-5 2 ElConsultants RPS 6-26-86 12-22-86 As 143 752 As 37 916 As 181668 7-3-86 9-14-86 Trng Crsm Lecturers 86-054-IC-12 5 Techno Consult 0 8-19-86 10-9-86 AS 43130 As 33380 As 76510 7-24-86 8-7-86 Trng Crse Lecturers 86-055-1-6 5 lelin No 8-19-86 10-9-86 As 27250 R 2000 Is 29290 7-6-86 8-7-86 rng Needs Assemssent 86-059-IMIPK-6 5 INTRAG Pak MO 7-20-86 9-12-86 As 74 880 As 30 33 As 105211 7-6-86 7-13-86
Agr Sector Assessment 86-060-DEL-3 2 deLucia amp Assoc BA 9-9-86 9-29-86 $ 21804 $ 10674 S 32478 9-3-86 21-10-86 Agr Sector Assessment 86-061-TC-1O 2 lechno Consult BA 8-3-86 10-30-86 As 69360 As 12800 As 82160 8-12-86 21-10-86 ling 9 Outreach 86-062-1-7 6 melin O 7-27-86 10-16-86 As 38880 As 67190 As 106010 7-24-86 8-7-86 Cogin Case Study 86-063-TC-11 7 PES M10 6-17-86 6-30-86 As 8672 0 Os 8672 7-24-86 8-7-86 Audil FeasibStudy Counterp86-064-HiC-18 4 HBC JA 8-10-86 11-6-86 As 87475 Os 28891 As 116366 8-05-86 10-21-16 IranspEC Deaees Plan Update86-065-HBC-19 3 HBC JA 8-9-86 8-29-86 S 9071 S 2786 $ 11857 6-05-86 10-21-86
-do- (Amend) B6-065-8C-19A 3 HBC JA 8-31-86 9-23-86 $ 10886 $ 3011 $ 13897 9-1-86 9-14-6 1rng Xeeds Assessment L6-066-HBC-20 5 rjaeil N0 8-20-86 lO-1S-86 As 24000 As 12611 Rs 36611 8-28-86 9-14-86 1rng Needs Assessment 86-067-H8C-21 S DrAbdullah MO 8-20-86 10-15-86 As 24000 As 8551 As 32551 8-28-86 9-14-86 rng Needs Assessment 86-068-H8C-22 5 DrKhawaja K0 8-20-86 10-15-86 As 24000 As 8951 As 32951 8-28-86 9-14-86
Data last Development 86-069-H8C-23 3 Clismermann BA 9-4-86 9-24-86 $ 8425 S 3887 S 12312 9-3-86 9-14-86 Overall Prol ManagSurveys Feasib StudiesTechAsstt 86-070-TC-13 1 amp 4 Techno Consult BPS 9-1-86 9-1-88 Rs 3638791 0 Rs 3633911 9-10-86 Overall Proj lianagSurveys Feasib StudiesTechAsstt 86-071-1-9 1 amp 4 zelin BPS 9-1-86 7-1-88 gs2855230 0 As 2738380 9-10-86 Overall Proj ManagSurveys Feasib StudiesTechAsstt 86-012-EN-6 14 EMConsultants BPS 9-1-86 9-1-88 As 2772917 0 As 2772917 9-10-86 Overall Proj IanagSurveys feasib StudiesTechAsstt 86-07-INTPK-7 11 4 INIRAG P - RPS 9-1-86 9-1-88 As 2016460 0 Is2016460 9-10-86
7
30 FINANCIAL AND LEVEL OF EFFORT INFORMATION
Total expenses for the third quarter were $76465595 a 41 increase over the previous quarter Cumulative expenses to date were $134226174 472 of currently obligated funds and 147 of che contract budget Expenses in Consultant line and Other Direct Costs are exceeding their budget limits Exhibit 31 gives the expenses for the project to date and for the third quarter Exhibit 32 gives the monthly and cumulative labor expenses
A total of 91 man months of effort were expended in the third quarter almost twice the level of the total project to date Exhibit 33 shows the man months for the project to date both cumulative and monthly whereas Exhibit 34 shows the breakdown between Pakistani and US consultants
----------------------------------------- ------------------------------------------------------------
EXHIBIT 31 QUARTERLY EXPENDITURE
Third Quarter July -September 1986
Contract Budget Amount Amount Obligated to Date $ 2846000
Cost $8702084 Fixed Fee $ 414247 Total $9116331
Cumulative Expenditure Todate
Amount Cumulative Percent of Percent of
this to Budget Obligated Contract Obligated
Cost Category Period Date Amount Amount Budget Funds
1 SALARIES AND WAGES $ 12679078 $ 25223240 $ 146146800 45536000 1730 5540
USHome Office 11661835 23825097
Field Office 1017243 1398147
2 FRINGE BENEFITS 3722737 7648834 42213000 13091600 1810 5840
3 OVERHEAD 12194127 24486146 114477000 35859600 2140 6830
4 CONSULTANTS 1479700 2038425 2700000 853800 7550 23870
5 TRAVEL TRANSPORTATION ampPER DIEM 9946582 18039986 118528700 36998000 1520 4880
6 ALLOWANCES 1127181 3622806 19895800 6261200 1820 5790
7 CCMMODITIES 11210717 18563791 123500000 38421000 1500 4830
8 SUBCONTRACT(S) 18777470 24219988 295394000 92210400 820 2630
9 OTMER DIRECT COSTS 1853621 4284098 7353100 2276800 5830 18820
TOTAL COSTS 72991213 128127314 870208400 271508400 1470 4720
FIXED FEE 476 3474382 6098860 41424700 13091600 1470 4660
TOTAL COSTS ampFIXED FEE $ 76465595 $ 134226174 $ 911633100 284600000 1470 4720
Obligated funds (28 million) distributed by cost category
according to contract budget cost distribution
EXHIBIT 32 Monthly and Cumulative Labor $ Expended January to September 1986
Thousand $ 900 Cumulative $
800 Monthly $
700 I11
600
500
400
300
200 171 1504 12598
100 7 shy21 F_ ___ Jan Feb Mar Apr May Jun Jul Aug Sep
Month
Nz
EXHIBIT 33 Monthly and Cumulative Man-Months Expended January to September 1986
Man-Months
175 Cumulative Man-months
150
Monthly
Man-months125 I I
100
75
50 35
28 28 25 - 1
_ 10
0 2 4 F] ____I
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
EXHIBIT 34 Man-Months Expended by Consultants January to September 1986
Man-Months
40 R~ US Personnel
[Z Local Personnel 30 I
20
10
0 _ _ _ ____
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
8
40 PROBLEMS ENCOUNTERED AND RECO14MENDED SOLUTIONS
A complete review of the ENERCON program was heMd on Sept 25 1986 One of the primary purposes of the riview was to identify problems the program was experiencing and develop agreed upon solutions The following is a list of the issues presented and recommendations discussed at the review meeting
Program PolicyPhilosophy
Issues
o Perception of roles - do all members of the GOP and consultant teaml share perception of joint responsibility for the program
o Public or private sector emphasis o Crash program or not - program was designed as a
crash program but management procedures required by USAID and GOP do not reflect this
Recommendations
o Joint responsibility of the Technical Assistance Team and GOP for output
o GOP as counterparts not managers o Private sector emphasis o Management procedures consistent with a crash
program
Management Procedures
Issues
o Detailed work plan and deliverables - expectations regarding schedule and deliverables do not reflect reality of lack of GOP counterparts or level of effort type contract
o Task order process is long and cumbersome o Written communications are primarily one-way from
the consultant team to USAID USAID communications too informal
o Project is requiring an excessive amount of administrative time
Recommendations
o Important policies comments on reports technical directions and other important communications should be in writing
o The task order and report approval process should be streamlined
9
o Greater participation by GOPUSAID in task order planning
o Technicdl assistance team should hire more assistants
o Use of management by objectives
Levels of Effort
Issues
o Counterpart support below plan o Lack of continuity of USAID project managetent o Need clarification of policies regarding use of
Pakistani vs US consultants o Variable quality of subcontractors
Recommendations
o Pace of program implementation should match the level of GOP support
o Appoint a USAID dedicated project manager who can speak for USAID
o Change subcontractors if necessary
Facilities and Fquipment
Issues
o Insufficient office space is seriously affecting productivity
o Shortage of project vehicles - two vehicles promised for July 1 have not yet arrived
o Telex often inoperable o Title transfer procedure unclear
Recommendations
o Provide new office space ASAP o Colocate ENERCON and ENERPLAN o Provide two more project vehicles ASAP o Put telex under control of HBC and Mathtech o USAID should provide HBC with title transfer
procedures in writing
Institutional Structures
Issues
o ENERCON organizational structure not well defined o Relationship to ENERPLAN not well defined
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
EXHIBIT 22
Sr No
ENERCON-8b-3
ENERCON-86-4
E4ERCDN-EI-6
ENERCON-26-7
EER -E-8
ENE 70N- 36- 9
ENERCON-86-O
ENE3CGN-36-il
ENERC3i--l2
ENERCGN-56-13
ENERCON-3b-14
ENERON-t-1S
ENERCON-36-17
ENERC2N--l
TECHNICAL REPORTS SUBMITTED JULY I -
Title
Energy Equipment Cost Directory -First Edition
Case Studies inEnergy Conservation Finance amp Traae Center Cogeneration
Pro ecr
Cogeneration Development inPaKistan Potential Impediments amp Policy Issues
Work Plan for Stimulating Cogeneration System Development inPakistan
Feasibill ti Study Process for Industrial Sector Demonstration Pro ect
Enerqy onserva-ion Data Base Neeas Data Reviewsssmpnt
Builiinq Sector Energy Data Base for Paistan interim Recort
Energy Eiuuation for Pakistan
Inustria Energy urvey
Naxsnoandi Inaustries
Inaustrial Energy Survey General Tyre amp Ruooer Co
industrial Enerql Survey Reference Manual
Power Sector Energy Data Base
Data Comoilation for Determining Electricity Conseria tion Potential
ENERCON St3aff Position Description
Execute Sunmarv
SEPT 30 1986
Prepared By
HBC
HBCPES
HBO PSharafi
HBC PSharafi
EDI 8 Tunnah
HBO RConte
HBC JStafurik
HBCezhad Smith
Techno
Consult
Techno Consult
H8C
HBC
DeLicia
HBC
Date Task Order Draft Task Ref Submitted
62 81386
86-008-HBC5 8586
86-008-HB-5 8ab
86-008-HBC-5A 81386
36-042-EDI4 9786
86-004-H802 9786
86-036-H83-12 9786
86-057-HBC-16 9786 86-057-HBC-17
8E-003-TCI 81186
86-003-TCI 81186
62 8j2086
86-036-NBC-11 911086
86-051-DEL-2 9178t
11 91136
TECHNICALXACLEt IIALLY ampCO -- ENERCON ASSISTANCE PROJECT- LIST OF IASK ORDERS SUBMITTED L APPROVED DURING JULY I - SEPT 30 DATE 20-1ev-A PA
bescriptioA TO Number FA S T Consultant LT Time Frame Labor Expenses Total Task Order task Order Subcontractor Responsib Begin End Budget Budget Budget Transmitted Approved
EA Course Logist Supp Aend 86-003-TC-IA S Techno Consult no 2-24-86 7-15-86 Ps174475 9-1-86 9-14-86 Cog lmitiatives(Azendsent) 86-O08-HBC-SA 7 PSharafi BA 6 days S 2925 S 843 S 3768 8-26-96 9-14-86 EACourse Logist Suppt 86-016-EM-I 5 EN Consultants MO 6-15-86 12-31-86 As 132972 As 4 640 As 177612 7-6-86 8-7-86 Feasibility Studies 86-018-TC-3 4 Technoconsult RPS 7-15-86 8-31-86 As 274 050 As 26714 As 300764 7-4-86 8-7-86 Feasibility Studies 86-019-INIPI-2 4 INTRAG Pak RPS 8-10-86 9-30-86 As 145 100 As 14534 Is 157634 7-4-86 8-7-86 Feasibility Studies 86-020-1-2 4 Zelin BPS 8-15-86 10-31-86 As 278 150 Is59882 As 337032 7-4-86 8-7-86 Feasibility Studies 86-021-EM-2 4 EM Consultants RPS 7-15-86 8-31-86 As 187795 As 24928 As 212723 7-4-86 8-7-16 0 Base luildings (Aiend) 86-036-HBC-12A 3 JStafurik BA S days S 3320 S Ill S 4433 8-28-86 10-21-36 Data lias-Buildings 86-037-H8C-5 3 JStafurik BA 18 days S 11950 $ 2656 $ 14606 7-2-86 10-21-86 FeasibStudy Supvsn(Asend) 86-042-EDI-4A 4 EDI Inc RPS 7-14-86 8-20-86 1 14963 1S5592 S 20555 8-05-86 10-21-86 Feasib Study Suovsn(Auend) 86-042-EDI-48 4 EDIT Inc RPS 7-14-86 10-21-86 j 41002 0 S 41002 9-01-86 10-21-86 Case AnalysislFin orksh~p 86-045-HBC-13 7 HBC JA 8-10-86 12-31-86 $58166 1 8449 1 66615 8-28-86 Invest Pros Initiatives 86-047-TC-9 7 echnoconsult JA 8-24-86 11-30-86 As 45720 As 10688 As 564 8-28-86 Invest Prom Initiatives 86-048-Z-8 7 1elin JA 8-24-86 11-30-86 As 45400 Rs 10288 As 55688 8-28-86 Invest Pros Initiatives 86-049-IXIPX-5 7 IMITAG Pak JA 8-3-86 11-30-86 As 156304 As 21048 As 171352 8-28-86 10-21-86 Electrical Equip Elf 86-052-EM-5 2 ElConsultants RPS 6-26-86 12-22-86 As 143 752 As 37 916 As 181668 7-3-86 9-14-86 Trng Crsm Lecturers 86-054-IC-12 5 Techno Consult 0 8-19-86 10-9-86 AS 43130 As 33380 As 76510 7-24-86 8-7-86 Trng Crse Lecturers 86-055-1-6 5 lelin No 8-19-86 10-9-86 As 27250 R 2000 Is 29290 7-6-86 8-7-86 rng Needs Assemssent 86-059-IMIPK-6 5 INTRAG Pak MO 7-20-86 9-12-86 As 74 880 As 30 33 As 105211 7-6-86 7-13-86
Agr Sector Assessment 86-060-DEL-3 2 deLucia amp Assoc BA 9-9-86 9-29-86 $ 21804 $ 10674 S 32478 9-3-86 21-10-86 Agr Sector Assessment 86-061-TC-1O 2 lechno Consult BA 8-3-86 10-30-86 As 69360 As 12800 As 82160 8-12-86 21-10-86 ling 9 Outreach 86-062-1-7 6 melin O 7-27-86 10-16-86 As 38880 As 67190 As 106010 7-24-86 8-7-86 Cogin Case Study 86-063-TC-11 7 PES M10 6-17-86 6-30-86 As 8672 0 Os 8672 7-24-86 8-7-86 Audil FeasibStudy Counterp86-064-HiC-18 4 HBC JA 8-10-86 11-6-86 As 87475 Os 28891 As 116366 8-05-86 10-21-16 IranspEC Deaees Plan Update86-065-HBC-19 3 HBC JA 8-9-86 8-29-86 S 9071 S 2786 $ 11857 6-05-86 10-21-86
-do- (Amend) B6-065-8C-19A 3 HBC JA 8-31-86 9-23-86 $ 10886 $ 3011 $ 13897 9-1-86 9-14-6 1rng Xeeds Assessment L6-066-HBC-20 5 rjaeil N0 8-20-86 lO-1S-86 As 24000 As 12611 Rs 36611 8-28-86 9-14-86 1rng Needs Assessment 86-067-H8C-21 S DrAbdullah MO 8-20-86 10-15-86 As 24000 As 8551 As 32551 8-28-86 9-14-86 rng Needs Assessment 86-068-H8C-22 5 DrKhawaja K0 8-20-86 10-15-86 As 24000 As 8951 As 32951 8-28-86 9-14-86
Data last Development 86-069-H8C-23 3 Clismermann BA 9-4-86 9-24-86 $ 8425 S 3887 S 12312 9-3-86 9-14-86 Overall Prol ManagSurveys Feasib StudiesTechAsstt 86-070-TC-13 1 amp 4 Techno Consult BPS 9-1-86 9-1-88 Rs 3638791 0 Rs 3633911 9-10-86 Overall Proj lianagSurveys Feasib StudiesTechAsstt 86-071-1-9 1 amp 4 zelin BPS 9-1-86 7-1-88 gs2855230 0 As 2738380 9-10-86 Overall Proj ManagSurveys Feasib StudiesTechAsstt 86-012-EN-6 14 EMConsultants BPS 9-1-86 9-1-88 As 2772917 0 As 2772917 9-10-86 Overall Proj IanagSurveys feasib StudiesTechAsstt 86-07-INTPK-7 11 4 INIRAG P - RPS 9-1-86 9-1-88 As 2016460 0 Is2016460 9-10-86
7
30 FINANCIAL AND LEVEL OF EFFORT INFORMATION
Total expenses for the third quarter were $76465595 a 41 increase over the previous quarter Cumulative expenses to date were $134226174 472 of currently obligated funds and 147 of che contract budget Expenses in Consultant line and Other Direct Costs are exceeding their budget limits Exhibit 31 gives the expenses for the project to date and for the third quarter Exhibit 32 gives the monthly and cumulative labor expenses
A total of 91 man months of effort were expended in the third quarter almost twice the level of the total project to date Exhibit 33 shows the man months for the project to date both cumulative and monthly whereas Exhibit 34 shows the breakdown between Pakistani and US consultants
----------------------------------------- ------------------------------------------------------------
EXHIBIT 31 QUARTERLY EXPENDITURE
Third Quarter July -September 1986
Contract Budget Amount Amount Obligated to Date $ 2846000
Cost $8702084 Fixed Fee $ 414247 Total $9116331
Cumulative Expenditure Todate
Amount Cumulative Percent of Percent of
this to Budget Obligated Contract Obligated
Cost Category Period Date Amount Amount Budget Funds
1 SALARIES AND WAGES $ 12679078 $ 25223240 $ 146146800 45536000 1730 5540
USHome Office 11661835 23825097
Field Office 1017243 1398147
2 FRINGE BENEFITS 3722737 7648834 42213000 13091600 1810 5840
3 OVERHEAD 12194127 24486146 114477000 35859600 2140 6830
4 CONSULTANTS 1479700 2038425 2700000 853800 7550 23870
5 TRAVEL TRANSPORTATION ampPER DIEM 9946582 18039986 118528700 36998000 1520 4880
6 ALLOWANCES 1127181 3622806 19895800 6261200 1820 5790
7 CCMMODITIES 11210717 18563791 123500000 38421000 1500 4830
8 SUBCONTRACT(S) 18777470 24219988 295394000 92210400 820 2630
9 OTMER DIRECT COSTS 1853621 4284098 7353100 2276800 5830 18820
TOTAL COSTS 72991213 128127314 870208400 271508400 1470 4720
FIXED FEE 476 3474382 6098860 41424700 13091600 1470 4660
TOTAL COSTS ampFIXED FEE $ 76465595 $ 134226174 $ 911633100 284600000 1470 4720
Obligated funds (28 million) distributed by cost category
according to contract budget cost distribution
EXHIBIT 32 Monthly and Cumulative Labor $ Expended January to September 1986
Thousand $ 900 Cumulative $
800 Monthly $
700 I11
600
500
400
300
200 171 1504 12598
100 7 shy21 F_ ___ Jan Feb Mar Apr May Jun Jul Aug Sep
Month
Nz
EXHIBIT 33 Monthly and Cumulative Man-Months Expended January to September 1986
Man-Months
175 Cumulative Man-months
150
Monthly
Man-months125 I I
100
75
50 35
28 28 25 - 1
_ 10
0 2 4 F] ____I
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
EXHIBIT 34 Man-Months Expended by Consultants January to September 1986
Man-Months
40 R~ US Personnel
[Z Local Personnel 30 I
20
10
0 _ _ _ ____
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
8
40 PROBLEMS ENCOUNTERED AND RECO14MENDED SOLUTIONS
A complete review of the ENERCON program was heMd on Sept 25 1986 One of the primary purposes of the riview was to identify problems the program was experiencing and develop agreed upon solutions The following is a list of the issues presented and recommendations discussed at the review meeting
Program PolicyPhilosophy
Issues
o Perception of roles - do all members of the GOP and consultant teaml share perception of joint responsibility for the program
o Public or private sector emphasis o Crash program or not - program was designed as a
crash program but management procedures required by USAID and GOP do not reflect this
Recommendations
o Joint responsibility of the Technical Assistance Team and GOP for output
o GOP as counterparts not managers o Private sector emphasis o Management procedures consistent with a crash
program
Management Procedures
Issues
o Detailed work plan and deliverables - expectations regarding schedule and deliverables do not reflect reality of lack of GOP counterparts or level of effort type contract
o Task order process is long and cumbersome o Written communications are primarily one-way from
the consultant team to USAID USAID communications too informal
o Project is requiring an excessive amount of administrative time
Recommendations
o Important policies comments on reports technical directions and other important communications should be in writing
o The task order and report approval process should be streamlined
9
o Greater participation by GOPUSAID in task order planning
o Technicdl assistance team should hire more assistants
o Use of management by objectives
Levels of Effort
Issues
o Counterpart support below plan o Lack of continuity of USAID project managetent o Need clarification of policies regarding use of
Pakistani vs US consultants o Variable quality of subcontractors
Recommendations
o Pace of program implementation should match the level of GOP support
o Appoint a USAID dedicated project manager who can speak for USAID
o Change subcontractors if necessary
Facilities and Fquipment
Issues
o Insufficient office space is seriously affecting productivity
o Shortage of project vehicles - two vehicles promised for July 1 have not yet arrived
o Telex often inoperable o Title transfer procedure unclear
Recommendations
o Provide new office space ASAP o Colocate ENERCON and ENERPLAN o Provide two more project vehicles ASAP o Put telex under control of HBC and Mathtech o USAID should provide HBC with title transfer
procedures in writing
Institutional Structures
Issues
o ENERCON organizational structure not well defined o Relationship to ENERPLAN not well defined
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
TECHNICALXACLEt IIALLY ampCO -- ENERCON ASSISTANCE PROJECT- LIST OF IASK ORDERS SUBMITTED L APPROVED DURING JULY I - SEPT 30 DATE 20-1ev-A PA
bescriptioA TO Number FA S T Consultant LT Time Frame Labor Expenses Total Task Order task Order Subcontractor Responsib Begin End Budget Budget Budget Transmitted Approved
EA Course Logist Supp Aend 86-003-TC-IA S Techno Consult no 2-24-86 7-15-86 Ps174475 9-1-86 9-14-86 Cog lmitiatives(Azendsent) 86-O08-HBC-SA 7 PSharafi BA 6 days S 2925 S 843 S 3768 8-26-96 9-14-86 EACourse Logist Suppt 86-016-EM-I 5 EN Consultants MO 6-15-86 12-31-86 As 132972 As 4 640 As 177612 7-6-86 8-7-86 Feasibility Studies 86-018-TC-3 4 Technoconsult RPS 7-15-86 8-31-86 As 274 050 As 26714 As 300764 7-4-86 8-7-86 Feasibility Studies 86-019-INIPI-2 4 INTRAG Pak RPS 8-10-86 9-30-86 As 145 100 As 14534 Is 157634 7-4-86 8-7-86 Feasibility Studies 86-020-1-2 4 Zelin BPS 8-15-86 10-31-86 As 278 150 Is59882 As 337032 7-4-86 8-7-86 Feasibility Studies 86-021-EM-2 4 EM Consultants RPS 7-15-86 8-31-86 As 187795 As 24928 As 212723 7-4-86 8-7-16 0 Base luildings (Aiend) 86-036-HBC-12A 3 JStafurik BA S days S 3320 S Ill S 4433 8-28-86 10-21-36 Data lias-Buildings 86-037-H8C-5 3 JStafurik BA 18 days S 11950 $ 2656 $ 14606 7-2-86 10-21-86 FeasibStudy Supvsn(Asend) 86-042-EDI-4A 4 EDI Inc RPS 7-14-86 8-20-86 1 14963 1S5592 S 20555 8-05-86 10-21-86 Feasib Study Suovsn(Auend) 86-042-EDI-48 4 EDIT Inc RPS 7-14-86 10-21-86 j 41002 0 S 41002 9-01-86 10-21-86 Case AnalysislFin orksh~p 86-045-HBC-13 7 HBC JA 8-10-86 12-31-86 $58166 1 8449 1 66615 8-28-86 Invest Pros Initiatives 86-047-TC-9 7 echnoconsult JA 8-24-86 11-30-86 As 45720 As 10688 As 564 8-28-86 Invest Prom Initiatives 86-048-Z-8 7 1elin JA 8-24-86 11-30-86 As 45400 Rs 10288 As 55688 8-28-86 Invest Pros Initiatives 86-049-IXIPX-5 7 IMITAG Pak JA 8-3-86 11-30-86 As 156304 As 21048 As 171352 8-28-86 10-21-86 Electrical Equip Elf 86-052-EM-5 2 ElConsultants RPS 6-26-86 12-22-86 As 143 752 As 37 916 As 181668 7-3-86 9-14-86 Trng Crsm Lecturers 86-054-IC-12 5 Techno Consult 0 8-19-86 10-9-86 AS 43130 As 33380 As 76510 7-24-86 8-7-86 Trng Crse Lecturers 86-055-1-6 5 lelin No 8-19-86 10-9-86 As 27250 R 2000 Is 29290 7-6-86 8-7-86 rng Needs Assemssent 86-059-IMIPK-6 5 INTRAG Pak MO 7-20-86 9-12-86 As 74 880 As 30 33 As 105211 7-6-86 7-13-86
Agr Sector Assessment 86-060-DEL-3 2 deLucia amp Assoc BA 9-9-86 9-29-86 $ 21804 $ 10674 S 32478 9-3-86 21-10-86 Agr Sector Assessment 86-061-TC-1O 2 lechno Consult BA 8-3-86 10-30-86 As 69360 As 12800 As 82160 8-12-86 21-10-86 ling 9 Outreach 86-062-1-7 6 melin O 7-27-86 10-16-86 As 38880 As 67190 As 106010 7-24-86 8-7-86 Cogin Case Study 86-063-TC-11 7 PES M10 6-17-86 6-30-86 As 8672 0 Os 8672 7-24-86 8-7-86 Audil FeasibStudy Counterp86-064-HiC-18 4 HBC JA 8-10-86 11-6-86 As 87475 Os 28891 As 116366 8-05-86 10-21-16 IranspEC Deaees Plan Update86-065-HBC-19 3 HBC JA 8-9-86 8-29-86 S 9071 S 2786 $ 11857 6-05-86 10-21-86
-do- (Amend) B6-065-8C-19A 3 HBC JA 8-31-86 9-23-86 $ 10886 $ 3011 $ 13897 9-1-86 9-14-6 1rng Xeeds Assessment L6-066-HBC-20 5 rjaeil N0 8-20-86 lO-1S-86 As 24000 As 12611 Rs 36611 8-28-86 9-14-86 1rng Needs Assessment 86-067-H8C-21 S DrAbdullah MO 8-20-86 10-15-86 As 24000 As 8551 As 32551 8-28-86 9-14-86 rng Needs Assessment 86-068-H8C-22 5 DrKhawaja K0 8-20-86 10-15-86 As 24000 As 8951 As 32951 8-28-86 9-14-86
Data last Development 86-069-H8C-23 3 Clismermann BA 9-4-86 9-24-86 $ 8425 S 3887 S 12312 9-3-86 9-14-86 Overall Prol ManagSurveys Feasib StudiesTechAsstt 86-070-TC-13 1 amp 4 Techno Consult BPS 9-1-86 9-1-88 Rs 3638791 0 Rs 3633911 9-10-86 Overall Proj lianagSurveys Feasib StudiesTechAsstt 86-071-1-9 1 amp 4 zelin BPS 9-1-86 7-1-88 gs2855230 0 As 2738380 9-10-86 Overall Proj ManagSurveys Feasib StudiesTechAsstt 86-012-EN-6 14 EMConsultants BPS 9-1-86 9-1-88 As 2772917 0 As 2772917 9-10-86 Overall Proj IanagSurveys feasib StudiesTechAsstt 86-07-INTPK-7 11 4 INIRAG P - RPS 9-1-86 9-1-88 As 2016460 0 Is2016460 9-10-86
7
30 FINANCIAL AND LEVEL OF EFFORT INFORMATION
Total expenses for the third quarter were $76465595 a 41 increase over the previous quarter Cumulative expenses to date were $134226174 472 of currently obligated funds and 147 of che contract budget Expenses in Consultant line and Other Direct Costs are exceeding their budget limits Exhibit 31 gives the expenses for the project to date and for the third quarter Exhibit 32 gives the monthly and cumulative labor expenses
A total of 91 man months of effort were expended in the third quarter almost twice the level of the total project to date Exhibit 33 shows the man months for the project to date both cumulative and monthly whereas Exhibit 34 shows the breakdown between Pakistani and US consultants
----------------------------------------- ------------------------------------------------------------
EXHIBIT 31 QUARTERLY EXPENDITURE
Third Quarter July -September 1986
Contract Budget Amount Amount Obligated to Date $ 2846000
Cost $8702084 Fixed Fee $ 414247 Total $9116331
Cumulative Expenditure Todate
Amount Cumulative Percent of Percent of
this to Budget Obligated Contract Obligated
Cost Category Period Date Amount Amount Budget Funds
1 SALARIES AND WAGES $ 12679078 $ 25223240 $ 146146800 45536000 1730 5540
USHome Office 11661835 23825097
Field Office 1017243 1398147
2 FRINGE BENEFITS 3722737 7648834 42213000 13091600 1810 5840
3 OVERHEAD 12194127 24486146 114477000 35859600 2140 6830
4 CONSULTANTS 1479700 2038425 2700000 853800 7550 23870
5 TRAVEL TRANSPORTATION ampPER DIEM 9946582 18039986 118528700 36998000 1520 4880
6 ALLOWANCES 1127181 3622806 19895800 6261200 1820 5790
7 CCMMODITIES 11210717 18563791 123500000 38421000 1500 4830
8 SUBCONTRACT(S) 18777470 24219988 295394000 92210400 820 2630
9 OTMER DIRECT COSTS 1853621 4284098 7353100 2276800 5830 18820
TOTAL COSTS 72991213 128127314 870208400 271508400 1470 4720
FIXED FEE 476 3474382 6098860 41424700 13091600 1470 4660
TOTAL COSTS ampFIXED FEE $ 76465595 $ 134226174 $ 911633100 284600000 1470 4720
Obligated funds (28 million) distributed by cost category
according to contract budget cost distribution
EXHIBIT 32 Monthly and Cumulative Labor $ Expended January to September 1986
Thousand $ 900 Cumulative $
800 Monthly $
700 I11
600
500
400
300
200 171 1504 12598
100 7 shy21 F_ ___ Jan Feb Mar Apr May Jun Jul Aug Sep
Month
Nz
EXHIBIT 33 Monthly and Cumulative Man-Months Expended January to September 1986
Man-Months
175 Cumulative Man-months
150
Monthly
Man-months125 I I
100
75
50 35
28 28 25 - 1
_ 10
0 2 4 F] ____I
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
EXHIBIT 34 Man-Months Expended by Consultants January to September 1986
Man-Months
40 R~ US Personnel
[Z Local Personnel 30 I
20
10
0 _ _ _ ____
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
8
40 PROBLEMS ENCOUNTERED AND RECO14MENDED SOLUTIONS
A complete review of the ENERCON program was heMd on Sept 25 1986 One of the primary purposes of the riview was to identify problems the program was experiencing and develop agreed upon solutions The following is a list of the issues presented and recommendations discussed at the review meeting
Program PolicyPhilosophy
Issues
o Perception of roles - do all members of the GOP and consultant teaml share perception of joint responsibility for the program
o Public or private sector emphasis o Crash program or not - program was designed as a
crash program but management procedures required by USAID and GOP do not reflect this
Recommendations
o Joint responsibility of the Technical Assistance Team and GOP for output
o GOP as counterparts not managers o Private sector emphasis o Management procedures consistent with a crash
program
Management Procedures
Issues
o Detailed work plan and deliverables - expectations regarding schedule and deliverables do not reflect reality of lack of GOP counterparts or level of effort type contract
o Task order process is long and cumbersome o Written communications are primarily one-way from
the consultant team to USAID USAID communications too informal
o Project is requiring an excessive amount of administrative time
Recommendations
o Important policies comments on reports technical directions and other important communications should be in writing
o The task order and report approval process should be streamlined
9
o Greater participation by GOPUSAID in task order planning
o Technicdl assistance team should hire more assistants
o Use of management by objectives
Levels of Effort
Issues
o Counterpart support below plan o Lack of continuity of USAID project managetent o Need clarification of policies regarding use of
Pakistani vs US consultants o Variable quality of subcontractors
Recommendations
o Pace of program implementation should match the level of GOP support
o Appoint a USAID dedicated project manager who can speak for USAID
o Change subcontractors if necessary
Facilities and Fquipment
Issues
o Insufficient office space is seriously affecting productivity
o Shortage of project vehicles - two vehicles promised for July 1 have not yet arrived
o Telex often inoperable o Title transfer procedure unclear
Recommendations
o Provide new office space ASAP o Colocate ENERCON and ENERPLAN o Provide two more project vehicles ASAP o Put telex under control of HBC and Mathtech o USAID should provide HBC with title transfer
procedures in writing
Institutional Structures
Issues
o ENERCON organizational structure not well defined o Relationship to ENERPLAN not well defined
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
7
30 FINANCIAL AND LEVEL OF EFFORT INFORMATION
Total expenses for the third quarter were $76465595 a 41 increase over the previous quarter Cumulative expenses to date were $134226174 472 of currently obligated funds and 147 of che contract budget Expenses in Consultant line and Other Direct Costs are exceeding their budget limits Exhibit 31 gives the expenses for the project to date and for the third quarter Exhibit 32 gives the monthly and cumulative labor expenses
A total of 91 man months of effort were expended in the third quarter almost twice the level of the total project to date Exhibit 33 shows the man months for the project to date both cumulative and monthly whereas Exhibit 34 shows the breakdown between Pakistani and US consultants
----------------------------------------- ------------------------------------------------------------
EXHIBIT 31 QUARTERLY EXPENDITURE
Third Quarter July -September 1986
Contract Budget Amount Amount Obligated to Date $ 2846000
Cost $8702084 Fixed Fee $ 414247 Total $9116331
Cumulative Expenditure Todate
Amount Cumulative Percent of Percent of
this to Budget Obligated Contract Obligated
Cost Category Period Date Amount Amount Budget Funds
1 SALARIES AND WAGES $ 12679078 $ 25223240 $ 146146800 45536000 1730 5540
USHome Office 11661835 23825097
Field Office 1017243 1398147
2 FRINGE BENEFITS 3722737 7648834 42213000 13091600 1810 5840
3 OVERHEAD 12194127 24486146 114477000 35859600 2140 6830
4 CONSULTANTS 1479700 2038425 2700000 853800 7550 23870
5 TRAVEL TRANSPORTATION ampPER DIEM 9946582 18039986 118528700 36998000 1520 4880
6 ALLOWANCES 1127181 3622806 19895800 6261200 1820 5790
7 CCMMODITIES 11210717 18563791 123500000 38421000 1500 4830
8 SUBCONTRACT(S) 18777470 24219988 295394000 92210400 820 2630
9 OTMER DIRECT COSTS 1853621 4284098 7353100 2276800 5830 18820
TOTAL COSTS 72991213 128127314 870208400 271508400 1470 4720
FIXED FEE 476 3474382 6098860 41424700 13091600 1470 4660
TOTAL COSTS ampFIXED FEE $ 76465595 $ 134226174 $ 911633100 284600000 1470 4720
Obligated funds (28 million) distributed by cost category
according to contract budget cost distribution
EXHIBIT 32 Monthly and Cumulative Labor $ Expended January to September 1986
Thousand $ 900 Cumulative $
800 Monthly $
700 I11
600
500
400
300
200 171 1504 12598
100 7 shy21 F_ ___ Jan Feb Mar Apr May Jun Jul Aug Sep
Month
Nz
EXHIBIT 33 Monthly and Cumulative Man-Months Expended January to September 1986
Man-Months
175 Cumulative Man-months
150
Monthly
Man-months125 I I
100
75
50 35
28 28 25 - 1
_ 10
0 2 4 F] ____I
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
EXHIBIT 34 Man-Months Expended by Consultants January to September 1986
Man-Months
40 R~ US Personnel
[Z Local Personnel 30 I
20
10
0 _ _ _ ____
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
8
40 PROBLEMS ENCOUNTERED AND RECO14MENDED SOLUTIONS
A complete review of the ENERCON program was heMd on Sept 25 1986 One of the primary purposes of the riview was to identify problems the program was experiencing and develop agreed upon solutions The following is a list of the issues presented and recommendations discussed at the review meeting
Program PolicyPhilosophy
Issues
o Perception of roles - do all members of the GOP and consultant teaml share perception of joint responsibility for the program
o Public or private sector emphasis o Crash program or not - program was designed as a
crash program but management procedures required by USAID and GOP do not reflect this
Recommendations
o Joint responsibility of the Technical Assistance Team and GOP for output
o GOP as counterparts not managers o Private sector emphasis o Management procedures consistent with a crash
program
Management Procedures
Issues
o Detailed work plan and deliverables - expectations regarding schedule and deliverables do not reflect reality of lack of GOP counterparts or level of effort type contract
o Task order process is long and cumbersome o Written communications are primarily one-way from
the consultant team to USAID USAID communications too informal
o Project is requiring an excessive amount of administrative time
Recommendations
o Important policies comments on reports technical directions and other important communications should be in writing
o The task order and report approval process should be streamlined
9
o Greater participation by GOPUSAID in task order planning
o Technicdl assistance team should hire more assistants
o Use of management by objectives
Levels of Effort
Issues
o Counterpart support below plan o Lack of continuity of USAID project managetent o Need clarification of policies regarding use of
Pakistani vs US consultants o Variable quality of subcontractors
Recommendations
o Pace of program implementation should match the level of GOP support
o Appoint a USAID dedicated project manager who can speak for USAID
o Change subcontractors if necessary
Facilities and Fquipment
Issues
o Insufficient office space is seriously affecting productivity
o Shortage of project vehicles - two vehicles promised for July 1 have not yet arrived
o Telex often inoperable o Title transfer procedure unclear
Recommendations
o Provide new office space ASAP o Colocate ENERCON and ENERPLAN o Provide two more project vehicles ASAP o Put telex under control of HBC and Mathtech o USAID should provide HBC with title transfer
procedures in writing
Institutional Structures
Issues
o ENERCON organizational structure not well defined o Relationship to ENERPLAN not well defined
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
----------------------------------------- ------------------------------------------------------------
EXHIBIT 31 QUARTERLY EXPENDITURE
Third Quarter July -September 1986
Contract Budget Amount Amount Obligated to Date $ 2846000
Cost $8702084 Fixed Fee $ 414247 Total $9116331
Cumulative Expenditure Todate
Amount Cumulative Percent of Percent of
this to Budget Obligated Contract Obligated
Cost Category Period Date Amount Amount Budget Funds
1 SALARIES AND WAGES $ 12679078 $ 25223240 $ 146146800 45536000 1730 5540
USHome Office 11661835 23825097
Field Office 1017243 1398147
2 FRINGE BENEFITS 3722737 7648834 42213000 13091600 1810 5840
3 OVERHEAD 12194127 24486146 114477000 35859600 2140 6830
4 CONSULTANTS 1479700 2038425 2700000 853800 7550 23870
5 TRAVEL TRANSPORTATION ampPER DIEM 9946582 18039986 118528700 36998000 1520 4880
6 ALLOWANCES 1127181 3622806 19895800 6261200 1820 5790
7 CCMMODITIES 11210717 18563791 123500000 38421000 1500 4830
8 SUBCONTRACT(S) 18777470 24219988 295394000 92210400 820 2630
9 OTMER DIRECT COSTS 1853621 4284098 7353100 2276800 5830 18820
TOTAL COSTS 72991213 128127314 870208400 271508400 1470 4720
FIXED FEE 476 3474382 6098860 41424700 13091600 1470 4660
TOTAL COSTS ampFIXED FEE $ 76465595 $ 134226174 $ 911633100 284600000 1470 4720
Obligated funds (28 million) distributed by cost category
according to contract budget cost distribution
EXHIBIT 32 Monthly and Cumulative Labor $ Expended January to September 1986
Thousand $ 900 Cumulative $
800 Monthly $
700 I11
600
500
400
300
200 171 1504 12598
100 7 shy21 F_ ___ Jan Feb Mar Apr May Jun Jul Aug Sep
Month
Nz
EXHIBIT 33 Monthly and Cumulative Man-Months Expended January to September 1986
Man-Months
175 Cumulative Man-months
150
Monthly
Man-months125 I I
100
75
50 35
28 28 25 - 1
_ 10
0 2 4 F] ____I
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
EXHIBIT 34 Man-Months Expended by Consultants January to September 1986
Man-Months
40 R~ US Personnel
[Z Local Personnel 30 I
20
10
0 _ _ _ ____
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
8
40 PROBLEMS ENCOUNTERED AND RECO14MENDED SOLUTIONS
A complete review of the ENERCON program was heMd on Sept 25 1986 One of the primary purposes of the riview was to identify problems the program was experiencing and develop agreed upon solutions The following is a list of the issues presented and recommendations discussed at the review meeting
Program PolicyPhilosophy
Issues
o Perception of roles - do all members of the GOP and consultant teaml share perception of joint responsibility for the program
o Public or private sector emphasis o Crash program or not - program was designed as a
crash program but management procedures required by USAID and GOP do not reflect this
Recommendations
o Joint responsibility of the Technical Assistance Team and GOP for output
o GOP as counterparts not managers o Private sector emphasis o Management procedures consistent with a crash
program
Management Procedures
Issues
o Detailed work plan and deliverables - expectations regarding schedule and deliverables do not reflect reality of lack of GOP counterparts or level of effort type contract
o Task order process is long and cumbersome o Written communications are primarily one-way from
the consultant team to USAID USAID communications too informal
o Project is requiring an excessive amount of administrative time
Recommendations
o Important policies comments on reports technical directions and other important communications should be in writing
o The task order and report approval process should be streamlined
9
o Greater participation by GOPUSAID in task order planning
o Technicdl assistance team should hire more assistants
o Use of management by objectives
Levels of Effort
Issues
o Counterpart support below plan o Lack of continuity of USAID project managetent o Need clarification of policies regarding use of
Pakistani vs US consultants o Variable quality of subcontractors
Recommendations
o Pace of program implementation should match the level of GOP support
o Appoint a USAID dedicated project manager who can speak for USAID
o Change subcontractors if necessary
Facilities and Fquipment
Issues
o Insufficient office space is seriously affecting productivity
o Shortage of project vehicles - two vehicles promised for July 1 have not yet arrived
o Telex often inoperable o Title transfer procedure unclear
Recommendations
o Provide new office space ASAP o Colocate ENERCON and ENERPLAN o Provide two more project vehicles ASAP o Put telex under control of HBC and Mathtech o USAID should provide HBC with title transfer
procedures in writing
Institutional Structures
Issues
o ENERCON organizational structure not well defined o Relationship to ENERPLAN not well defined
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
EXHIBIT 32 Monthly and Cumulative Labor $ Expended January to September 1986
Thousand $ 900 Cumulative $
800 Monthly $
700 I11
600
500
400
300
200 171 1504 12598
100 7 shy21 F_ ___ Jan Feb Mar Apr May Jun Jul Aug Sep
Month
Nz
EXHIBIT 33 Monthly and Cumulative Man-Months Expended January to September 1986
Man-Months
175 Cumulative Man-months
150
Monthly
Man-months125 I I
100
75
50 35
28 28 25 - 1
_ 10
0 2 4 F] ____I
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
EXHIBIT 34 Man-Months Expended by Consultants January to September 1986
Man-Months
40 R~ US Personnel
[Z Local Personnel 30 I
20
10
0 _ _ _ ____
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
8
40 PROBLEMS ENCOUNTERED AND RECO14MENDED SOLUTIONS
A complete review of the ENERCON program was heMd on Sept 25 1986 One of the primary purposes of the riview was to identify problems the program was experiencing and develop agreed upon solutions The following is a list of the issues presented and recommendations discussed at the review meeting
Program PolicyPhilosophy
Issues
o Perception of roles - do all members of the GOP and consultant teaml share perception of joint responsibility for the program
o Public or private sector emphasis o Crash program or not - program was designed as a
crash program but management procedures required by USAID and GOP do not reflect this
Recommendations
o Joint responsibility of the Technical Assistance Team and GOP for output
o GOP as counterparts not managers o Private sector emphasis o Management procedures consistent with a crash
program
Management Procedures
Issues
o Detailed work plan and deliverables - expectations regarding schedule and deliverables do not reflect reality of lack of GOP counterparts or level of effort type contract
o Task order process is long and cumbersome o Written communications are primarily one-way from
the consultant team to USAID USAID communications too informal
o Project is requiring an excessive amount of administrative time
Recommendations
o Important policies comments on reports technical directions and other important communications should be in writing
o The task order and report approval process should be streamlined
9
o Greater participation by GOPUSAID in task order planning
o Technicdl assistance team should hire more assistants
o Use of management by objectives
Levels of Effort
Issues
o Counterpart support below plan o Lack of continuity of USAID project managetent o Need clarification of policies regarding use of
Pakistani vs US consultants o Variable quality of subcontractors
Recommendations
o Pace of program implementation should match the level of GOP support
o Appoint a USAID dedicated project manager who can speak for USAID
o Change subcontractors if necessary
Facilities and Fquipment
Issues
o Insufficient office space is seriously affecting productivity
o Shortage of project vehicles - two vehicles promised for July 1 have not yet arrived
o Telex often inoperable o Title transfer procedure unclear
Recommendations
o Provide new office space ASAP o Colocate ENERCON and ENERPLAN o Provide two more project vehicles ASAP o Put telex under control of HBC and Mathtech o USAID should provide HBC with title transfer
procedures in writing
Institutional Structures
Issues
o ENERCON organizational structure not well defined o Relationship to ENERPLAN not well defined
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
EXHIBIT 33 Monthly and Cumulative Man-Months Expended January to September 1986
Man-Months
175 Cumulative Man-months
150
Monthly
Man-months125 I I
100
75
50 35
28 28 25 - 1
_ 10
0 2 4 F] ____I
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
EXHIBIT 34 Man-Months Expended by Consultants January to September 1986
Man-Months
40 R~ US Personnel
[Z Local Personnel 30 I
20
10
0 _ _ _ ____
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
8
40 PROBLEMS ENCOUNTERED AND RECO14MENDED SOLUTIONS
A complete review of the ENERCON program was heMd on Sept 25 1986 One of the primary purposes of the riview was to identify problems the program was experiencing and develop agreed upon solutions The following is a list of the issues presented and recommendations discussed at the review meeting
Program PolicyPhilosophy
Issues
o Perception of roles - do all members of the GOP and consultant teaml share perception of joint responsibility for the program
o Public or private sector emphasis o Crash program or not - program was designed as a
crash program but management procedures required by USAID and GOP do not reflect this
Recommendations
o Joint responsibility of the Technical Assistance Team and GOP for output
o GOP as counterparts not managers o Private sector emphasis o Management procedures consistent with a crash
program
Management Procedures
Issues
o Detailed work plan and deliverables - expectations regarding schedule and deliverables do not reflect reality of lack of GOP counterparts or level of effort type contract
o Task order process is long and cumbersome o Written communications are primarily one-way from
the consultant team to USAID USAID communications too informal
o Project is requiring an excessive amount of administrative time
Recommendations
o Important policies comments on reports technical directions and other important communications should be in writing
o The task order and report approval process should be streamlined
9
o Greater participation by GOPUSAID in task order planning
o Technicdl assistance team should hire more assistants
o Use of management by objectives
Levels of Effort
Issues
o Counterpart support below plan o Lack of continuity of USAID project managetent o Need clarification of policies regarding use of
Pakistani vs US consultants o Variable quality of subcontractors
Recommendations
o Pace of program implementation should match the level of GOP support
o Appoint a USAID dedicated project manager who can speak for USAID
o Change subcontractors if necessary
Facilities and Fquipment
Issues
o Insufficient office space is seriously affecting productivity
o Shortage of project vehicles - two vehicles promised for July 1 have not yet arrived
o Telex often inoperable o Title transfer procedure unclear
Recommendations
o Provide new office space ASAP o Colocate ENERCON and ENERPLAN o Provide two more project vehicles ASAP o Put telex under control of HBC and Mathtech o USAID should provide HBC with title transfer
procedures in writing
Institutional Structures
Issues
o ENERCON organizational structure not well defined o Relationship to ENERPLAN not well defined
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
EXHIBIT 34 Man-Months Expended by Consultants January to September 1986
Man-Months
40 R~ US Personnel
[Z Local Personnel 30 I
20
10
0 _ _ _ ____
Jan Feb Mar Apr May Jun Jul Aug Sep
Month
8
40 PROBLEMS ENCOUNTERED AND RECO14MENDED SOLUTIONS
A complete review of the ENERCON program was heMd on Sept 25 1986 One of the primary purposes of the riview was to identify problems the program was experiencing and develop agreed upon solutions The following is a list of the issues presented and recommendations discussed at the review meeting
Program PolicyPhilosophy
Issues
o Perception of roles - do all members of the GOP and consultant teaml share perception of joint responsibility for the program
o Public or private sector emphasis o Crash program or not - program was designed as a
crash program but management procedures required by USAID and GOP do not reflect this
Recommendations
o Joint responsibility of the Technical Assistance Team and GOP for output
o GOP as counterparts not managers o Private sector emphasis o Management procedures consistent with a crash
program
Management Procedures
Issues
o Detailed work plan and deliverables - expectations regarding schedule and deliverables do not reflect reality of lack of GOP counterparts or level of effort type contract
o Task order process is long and cumbersome o Written communications are primarily one-way from
the consultant team to USAID USAID communications too informal
o Project is requiring an excessive amount of administrative time
Recommendations
o Important policies comments on reports technical directions and other important communications should be in writing
o The task order and report approval process should be streamlined
9
o Greater participation by GOPUSAID in task order planning
o Technicdl assistance team should hire more assistants
o Use of management by objectives
Levels of Effort
Issues
o Counterpart support below plan o Lack of continuity of USAID project managetent o Need clarification of policies regarding use of
Pakistani vs US consultants o Variable quality of subcontractors
Recommendations
o Pace of program implementation should match the level of GOP support
o Appoint a USAID dedicated project manager who can speak for USAID
o Change subcontractors if necessary
Facilities and Fquipment
Issues
o Insufficient office space is seriously affecting productivity
o Shortage of project vehicles - two vehicles promised for July 1 have not yet arrived
o Telex often inoperable o Title transfer procedure unclear
Recommendations
o Provide new office space ASAP o Colocate ENERCON and ENERPLAN o Provide two more project vehicles ASAP o Put telex under control of HBC and Mathtech o USAID should provide HBC with title transfer
procedures in writing
Institutional Structures
Issues
o ENERCON organizational structure not well defined o Relationship to ENERPLAN not well defined
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
8
40 PROBLEMS ENCOUNTERED AND RECO14MENDED SOLUTIONS
A complete review of the ENERCON program was heMd on Sept 25 1986 One of the primary purposes of the riview was to identify problems the program was experiencing and develop agreed upon solutions The following is a list of the issues presented and recommendations discussed at the review meeting
Program PolicyPhilosophy
Issues
o Perception of roles - do all members of the GOP and consultant teaml share perception of joint responsibility for the program
o Public or private sector emphasis o Crash program or not - program was designed as a
crash program but management procedures required by USAID and GOP do not reflect this
Recommendations
o Joint responsibility of the Technical Assistance Team and GOP for output
o GOP as counterparts not managers o Private sector emphasis o Management procedures consistent with a crash
program
Management Procedures
Issues
o Detailed work plan and deliverables - expectations regarding schedule and deliverables do not reflect reality of lack of GOP counterparts or level of effort type contract
o Task order process is long and cumbersome o Written communications are primarily one-way from
the consultant team to USAID USAID communications too informal
o Project is requiring an excessive amount of administrative time
Recommendations
o Important policies comments on reports technical directions and other important communications should be in writing
o The task order and report approval process should be streamlined
9
o Greater participation by GOPUSAID in task order planning
o Technicdl assistance team should hire more assistants
o Use of management by objectives
Levels of Effort
Issues
o Counterpart support below plan o Lack of continuity of USAID project managetent o Need clarification of policies regarding use of
Pakistani vs US consultants o Variable quality of subcontractors
Recommendations
o Pace of program implementation should match the level of GOP support
o Appoint a USAID dedicated project manager who can speak for USAID
o Change subcontractors if necessary
Facilities and Fquipment
Issues
o Insufficient office space is seriously affecting productivity
o Shortage of project vehicles - two vehicles promised for July 1 have not yet arrived
o Telex often inoperable o Title transfer procedure unclear
Recommendations
o Provide new office space ASAP o Colocate ENERCON and ENERPLAN o Provide two more project vehicles ASAP o Put telex under control of HBC and Mathtech o USAID should provide HBC with title transfer
procedures in writing
Institutional Structures
Issues
o ENERCON organizational structure not well defined o Relationship to ENERPLAN not well defined
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
9
o Greater participation by GOPUSAID in task order planning
o Technicdl assistance team should hire more assistants
o Use of management by objectives
Levels of Effort
Issues
o Counterpart support below plan o Lack of continuity of USAID project managetent o Need clarification of policies regarding use of
Pakistani vs US consultants o Variable quality of subcontractors
Recommendations
o Pace of program implementation should match the level of GOP support
o Appoint a USAID dedicated project manager who can speak for USAID
o Change subcontractors if necessary
Facilities and Fquipment
Issues
o Insufficient office space is seriously affecting productivity
o Shortage of project vehicles - two vehicles promised for July 1 have not yet arrived
o Telex often inoperable o Title transfer procedure unclear
Recommendations
o Provide new office space ASAP o Colocate ENERCON and ENERPLAN o Provide two more project vehicles ASAP o Put telex under control of HBC and Mathtech o USAID should provide HBC with title transfer
procedures in writing
Institutional Structures
Issues
o ENERCON organizational structure not well defined o Relationship to ENERPLAN not well defined
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
10
Recommendations
o ENERCON should adopt the organizational structure proposed in the DWP
0 GOP and USAID should provide clear guidelines to HBC and Mathtech
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
50 PLANNED ACTIVITIES FOURTH QUARTER 1986
As a result of the program review held on Sept 25 it was decided that the Detailed Work Plan should be revised to reflect the lack of GOP counterpart staff at the present time The revised DWP should be submitted and approved by Oct 31 1986 A workplan for encompassing the entire ENERCON program including the GOP should be prepared and submitted by Dec 31 1986
In the area of institutional support key activities planned will be advertising and selecting GOP staff gaining passage of the ENERCON resolution by the ECC oving to new facilities and preparing a work plan for the GOP for 1987 If the resolution is passed planning will need to begin for the first meeting of the National Energy Conservation Council
In the planning and legislation area key activities planned are the preparation of a summary of the draft law revision of the Detailed Work Plan preparation of an Executive Summary of the National Energy Conservation Plan and completion of special studies on electricity conservation in the industry and commercial sectors and a study of energy conservation in the agriculture sector
Data base development activities planned include the completion of the structuring and computerization of all data bases All existing data will be loaled into the data bases but the initiation of survey work will await the hiring of GOP staff for the data base area The industrial survey work will proceed however depending upon the World Bank approval of a contract with Zelin and ENERCONs ability to piggy-back on Zelins work
Four feasibility studies and five energy sureys are expected to be completed in the fourth quarter Four more surveys and two more feasibility studies will be initiated Draft reports submitted in the third quarter will be revised and submitte for final approval
In training and curriculum development the Lahore course will be completed the final report on the training needs assessment completed and the training manuals begun in the third quarter completed
In information and outreach the industrial TEM materials will be completed and published 30 fact sheets will be printed and disseminated efforts will be initiated to form a Pakistan Energy Mangers Association and an ENERCON presentation will be prepared
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
12
The case studies begun in the investment promotion area will be completed as well as the study of financing and banking practices It is also expected that the assistance to KESC will be completed in the fourth quarter
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
60 DETAILED FUNCTIONAL AREA ACTIVITIES
1 Institutional Development Support
TO No Activity Budget Quarterly
Cost3 Cumulative
Costs Status
86-002-del-i 86-010-EDI-3 86-023-INTUS-2
86-024-SW-2 86-070-EM-6 86-073-lNTPK-7 86-071-Z-9 86-010-TC-13
Project Management Project Management Management Support
Project Management Project Management Project Management Project Management Project Mana-ement Project Management
$ 26 680 $ 30 753 $ 25 417
$ 38 211 Rs 182 259 Rs 142 106 Rs 184 580 Rs 196 500
$ 1 668 $ 1 922 $ 8 000
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
$ 1 668 $ 1 922 $ 25 417
$ 2 388 Rs 56 988 Rs 15 120 Rs 101 086 Rs 120 000
In progress In progress In progress
In progress in progress In progress In progress In progress
2 Energy Conservation Planning
TO No Activity Budget Quarterly Costs
Cumulative Costs
Status
86-007-HBC-4 86-009-HBC-6 86-029-HBC-8
86-051-DEL-2
86-052-EM-5
86-060-deL-3
86-061-TC-10
Detailed Work Plan Legislation Initiative Legislation Initiative National Energy
Conservation Plan Electrical Equipmcnt Efficiency Standards Electrical Equipment Efficiency Standards Agricultural Sector
Assessment Agricultural Sector Assessment
Rs 230 000 $ 7 745 $ 14 129
$ 50 155
Rs 181 668
$ 32 478
Rs 82 160
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
----------
Rs 230 000 $ 7 745 $ 14 129
$ 25 000
Rs 100 000
$ 32 478
Rs 65 000
Completed 486 Completed 586 Completed 686 Completed 686
In Progress
In Progress
In Progress
Completed 986
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
3 DATA BASE DEVELOPMENT AND MANAGEMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-001-HBC-1 Data Base Development $ 31 868 $ 10 000 $ 27 000 Completed 686 86-004-HBC-2 Data Needs Assessment $ 39 761 $ 9 761 39 761 Completed 986 86-036-HBC-12 Develop Framework for $ 39 376 $ 39 376 $ 39 376 Completed 986
Building Data Base 86-043-Z-5 Data Base Development Rs 259 480 Rs 140 000 Rs 160 000 In Progress
-Buildings 86-033-HBC-9 Data Base Development $ 31 917 $ 31 917 $ 31 917 Completed 1086
-Transport 86-034-HBC-10 Data base Industry Rs 375 587 Rs 187 500 Rs 187 500 In Progress 86-035-HBC-11 Data Base Power $ 16 354 $ 16 354 S 16 354 Completed 986 86--065-HBC-19 Transportation ECons $ 25 754 $ 25 754 $ 25 754 Completed 1086 amp 19A Demo Design Plan Update 86-069-HBC-23 Data Base Development $ 12 312 $ 12 312 $ 12 312 Completed 986
4 TECHNICAL SUPPORT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-005-INTUS-1 Industrial Feasibility $ 115 152 $ 60 000 $ 70 000 Completed 1086 Studies Initiatives
86-011-SW-i 86-028-EDI-2
Audit Supervisicn $ 61 Identification of Plants $ 19
241 562
$ 36 000 $ 19 562
S 61 $ 19
241 562
Completed 886 Completed 686
for Energy Survey 86-013-INTPK-1 Energy Survey amp Implem Rs 184 398 Rs 135 000 Rs 135 000 In Progress
Assistance 86-014-TC-2 Energy Survey amp Implem Rs 213 700 Rs 160 000 Rs 160 000 In Progress
Assistance 86-015-Z-1 Energy Survey amp Implem Rs 175 350 Rs 105 000 Rs 105 000 In Progress amp 1A Assistance 86-018-TC-3 Industrial Feas Stud Rs 300 764 Rs 300 764 Rs 300 764 In Progress 86-019-INTPK-2 Feasibility Studies Rs 159 634 Rs 159 634 Rs 159 634 In Progress 86-020-Z-2 amp 2A Feasibility Studies Rs 346 761 Rs 276 800 Rs 276 800 In Progress 86-021-EM-2 Industrial Feasibility Rs 21Z 723 Rs 212 723 Rs 212 723 In Progress 86-042-EDI-4 Feasibility Study $ 41 002 $ 34 850 $ 34 850 In Progress 4A amp 4B Supervision 86-053-HBC-14 Bid Evaluation Assist $ 17 227 S 17 227 S 17 227 In Progress 86-064-HBC-18 Audit amp Feasibility Rs 183 280 Rs 140 000 Rs 140 000 In Progress amp 18a Study Counterpart
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
5 TRAINING AND CURRICULUM DEVELOPMENT
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-003-TC-1
amp 1A 86-016-EM-1
86-017-EDT-I
Logistical support to
first training courseLogistical support to
second training courseTraining Course at
Rs 174 475
Rs 177 612
$ 26 430
Rs
Rs
$
174 475
70 000
23 000
Rs 174
Rs 95
$ 26
475
000
430
Completed 786
Completed 1086
Completed 1086 86-054-TC-12
86-055-Z-6
amp 6A 86-057-HBC-16 86-058-HBC-17
86-059-INTPI(-6
86-066-HBC-20
21 amp 22
LahoreTraining Course
LecturesTraining Course
Lectures Training Needs Training Needs
AssessmentTraining Needs
AssessmentTraining Needs
Assessment
Rs
Rs
$ $
Rs
Rs
76 510
31 750
12 675 12 070
105 211
102 113
Rs 60000
Rs 28 000
$ 12 675 $ 12 070
Rs 105 211
Rs 76 500
Rs 60 000
Rs 28 000
$ 12 675 $ 12 070
RS 105 211
Rs 76 500
Completed 1086
Completed 1086
In Progress In Progress
Completed 986
In Progress
6 OUTREACH
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-012-HBC-7 TEM Materials for Industry
$ 30 753 $ 27 000 $ 27 000 In Progress
86-062-Z-7 amp 7A
Training amp Outreach Rs 108 530 Rs 100 000 Rs 100 000 Completed 1086
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786
7 INVESTMENT PROMOTION
TO No Activity Budget Quarterly Cumulative Status Costs Costs
86-006-HBC-3
86-008-HBC-5 amp 5A 86-045-HBC-13
86-047-TC-9
86-048-Z-8
86-049-INTPK
86-063-TC-11
Investment Promotion Initiatives Cogeneration Initiatives Case Analysis amp Financial WorkshopInvest Promotion
Initiative Invest Promotion Initiative Invest Promotion Initiative Cogeneration Case
Study
$
$
$
Rs
Rs
Rs
Rs
16 557
20 632
66 615
56 408
55 688
177 352
8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
$ 16 557
$ 20 632
$ 26 400
Rs 18 000
Rs 18 000
Rs 80 000
Rs 8 672
Completed 586
Completed 886
In Progress
In Progress
In Progress
In Progress
Completed 786