1

JointInceptionReviewoftheEnergySavingsInsuranceProgramintheLatinAmericaandtheCaribbeanRegion

WORKSHOPAGENDA

March1to3,2017CaminoReal–Anzures,CDMX,Mexico

2

Day1-Wednesday,March1-MexicoWorkshop

9:00am|ParticipantsRegistrationandReception(MeetandGreet)

9:15am|Openingremarks• VerónicaZavala,IDB• SantiagoCrehueras,SENER• HansJakobEriksen,MinistryofEnergyofDenamark

9:45am|Session1:StatusofimplementationoftheESIRegionalProgram

This session will present the current status of implementation of the ESI RegionalProgram,includingdescriptionofsectors,beneficiariesandcountriesbenefitingfromtheProgram,theoverallapproachandmethodologiesbeingdeveloped,partnershipsestablishedlocally,regionallyandgloballyandtheknowledgedevelopmentplan.Moderator:MariaNetto,IDBPresentations:• CurrentstatusofimplementationoftheregionalESIProgram–EstebanSuárez,

IDB (30min), will provide a detailed overview of the status of implementationincluding how funds are being utilized, expected milestones, specific status ofcountries, beneficiaries, sectors covered by the Program, partnerships built andplanned and development of a knowledge sharing program, it will also detailevents,publicationsandonlinetools-webplatform.

• Approaches andmethodologies being developed by the Program and lessonslearned – Daniel Magallon, BASE (30 min), will provide an overview of themethodologicalapproachdesignedundertheProgram,outliningthekeyfeaturesofthetoolkit,anddevelopmentsinimprovingthemethodologiesandinstrumentsthrough experiences in different countries – i.e. Improvements in contract (ElSalvador),expansionoftechnologiescoveredinmethodologiesandtheirupgrades(i.e.solar,stoves,ornamentalrocks,etc.),adaptationoftheinsuranceschemebycountries(‘fianza’versus‘insurance’).

3

Questionsandanswerssession

11:30am|CoffeeBreak11:45 am | Session 2: The ESI Program in Mexico and the context of energyefficiencyinthecountry

ThissessionwillexploretheenergyefficiencycontextinMexicoandtheroleofinitiativeslikeESIintheenforcementofpublicpoliciesthatfosterenergyefficiencyculture,improveproductivityandenhancecompetitiveness.Moderator:EnriqueNieto,IDBPresentations:

• Energy Efficiency perspective in Mexico, public policies – Santiago Creuheras,SENER (20min), this presentationwill outlineMexican targets regarding energyefficiency and how SENER envisages to scale up the ESI approach to support itsnationalpolicygoals.

• InitiativesthatpromotetheenergytransitioninMexico–OdóndeBuen,CONUEE(20min),thispresentationwilloutlineMexicaninitiativestopromotestandardsandgoodenergyefficiencypracticesandhowESIcanbealignedwithongoinginitiativesfromMexicointhisregard.

• Status of the ESI implementation strategy inMexico and alignmentwith localpoliciesandregulations–AdalbertoPadilla(20min),buildingonpresentationsoftheprevioussection,thispresentationwillprovideanoverviewofmilestonesoftheProgram inMexico, specificmilestonesachieved, plannedactivities so far, initialresults, lessons learned and potential to expansion as well as specific localpartnershipscreated,includingthosewithtechnologyproviders,localinsurers,andlocalFinancialintermediaries.

Questionsandanswerssession

1:30pm|LunchBreak

4

2:30Pm|Session3:ExperiencesinimplementingtheESIPrograminMexico

ThissessionwillprovideanoverviewofactivitiesalreadyunderimplementationbytheruraldevelopmentbankofMexico(FIRA)andhowthisexperienceandlessonslearnedarebeingapplied to expand the Program with other beneficiaries and sectors, in particular withBancomext.Moderator:AdalbertoPadilla,IDBPresentations:• TheroleofFIRAinagroindustrysustainability–ErnestoFernández,FIRA(15min),thispresentationwillprovideanoverviewofFIRA’ssustainabilitystrategy,therolethatESIplaysinitsactivitiesandexperiencesfromothersimilarinitiatives.

• EnergyEfficiencyPrograminFIRA,theESIimplementation–MarioMonarrez,FIRA(15min),thispresentationwillprovideanoverviewoftheimplementationoftheESIProgrambyFIRAsofar,includingdetailsregardingthedesignpremisestoadaptittoitsenergyrelatedprogramsandcreditlines,toolsdevelopedandavailable(contract,insurancemechanism,etc.),statusofcertificationofvalidatorsandprojects,existingandexpectedpipeline,amongothers.

• Promotion strategy and execution of ESI – Erick Rodríguez, FIRA (15 min), thispresentationwillprovideanoverviewoftheexecutionplanfor2017includingregionalpromotion,mediastrategy,consultantssupportandpipelinemanagement.ItwillalsoexplaintheimplementationoftheMRVautomationandworkflowsystem.

• ESI in the tourism sector, perspective and EE potential – Ivette Valenzuela,Bancomext (15 min), this presentation will provide an overview of Bancomext’ssustainability strategy and the perspective and potential of the ESI Program in thehotelssectorinwhichtheinstitutionisthemainfinancialentityinthecountry.

• PlannedactivitiesandstructureofmarketassessmenttoreplicateESIinthetourismsector–VíctorManueldelaCruz(15min),thispresentationwillprovideanoverviewoffirstfindings,guidelinesandnextstepsafterobtainingtheinsightsonwhichtheESIProgramdevelopmentwillbebased.

Questionsandanswerssession

5

4:30pm|CoffeeBreak

4:45pm|Session4:ESItoolsdevelopedinMexico

ThissessionwillprovideadetailedexplanationofthedifferenttoolsandapproachesbeingdevelopedandimplementedbytheESIPrograminMexico.Moderator:EstebanSuárez,IDBPresentations:• The ESI Standard Contract in Mexico, Aldo Ocampo (Adalberto Padilla en surepresentación), BOSC (15min), this presentationwill explain the Standard Contractadaptedtothelocalregulation,itsstructureandin-depthunderstandingofkeyclauses.• TheESI InsuranceMechanism inMexico, EduardoRamos,ASERTA (15min), in thispresentation,ASERTAwillshowtheidentifiedchallengesduringthedesignphase,keyfeaturesofthemechanismwhenembeddedintheESIapproach.

• The Validation scheme, Joel Ramírez, ANCE (15min), during this presentation, theMexicanvalidatorwillexplaintheroleandrelevanceofathird-partyindependentactorwhenassessingtechnologyprovidersandEEprojects.

• TheMRVMethodology,AdalbertoPadilla,IDBESI-MexicoCoordinator(15min),thispresentationwillshowcasethemaincriteriausedtodesigntheMRVmethodologyanditselements.

Questionsandanswerssession6:00pm|Cocktail

6

Day2-Thursday,March2–MexicoWorkshopcontinuationandinterviews

9:00am|ParticipantsRegistrationandReception(MeetandGreet)

9:30am|Session5:EnergyefficiencyprojectcasesinMexico

ThissessionexploresenergyefficiencyprojectsthatarecurrentlybeingimplementedundertheESIPrograminMexico.

Moderator:AdalbertoPadillaPresentations:• EnergyEfficiencyProjectCases:–JavierOrtega(45min),thispresentationdemonstrateshowtheESIProgramisbuildingcapacityamongtechnologyprovidersandhowitisbeingstructuredinatechnicalapproach.

Projectcases:o UnióndePorcicultoresdeGuanajuato–Electricmotorso JadeTropical–Electricmotorso Agrotropics–Cogenerationwithbiomass

Questionsandanswerssession

7

10:30am|Session6:Technologyproponentspointofview

Forthissession,differentEEtechnologies/servicesproviderssharetheirexperiencesinEEprojects for SMEs, industries, and public institutions; barriers encountered and solutionsapproachedtoovercomethem,andwhatrole theESImechanismplays in theirbusinessdevelopment.

Moderator:DanielMagallonPresentation:• RodrigoCalderon,ENERGETIKA (15min), in thispresentation, theproviderdenotes the

importanceofstructuringanenergyefficiencyprojectunderthePrograminMexico.• GuliLima,ECOCHOICE(15min),inthispart,theproviderwillshareexperienceswithsimilar

insuranceschemes,howthesereduceriskperceptionandincentivizeinvestments.• MarioGarcia,LATIUS(15min),thisproviderexplainshowtheESIapproachwillbeincluded

initsbusinessmodelasastrategicfactortoexpandingtheprojectportfolio.

Questionsandanswerssession

11:30am|CoffeeBreak11:45am | Session 7: Panel discussions regarding next steps for the ESIimplementationandscaleupinMexico

Thissessionwillprovideanopportunityfordifferentplayersacting intheMexicoenergyefficiency market to react and provide inputs on how the ESI Program can be furtherreplicatedandimproved.

Moderator:EnriqueNietoPaneldiscussions:

8

• ESIinEnergyManagementSystems–UllaBlatt(15min),thispresentationwillanalyzehow the ESI approach can synergize with EnMS and energy efficiency measuringequipment.

• ESI as accelerator for the ESCOmarket – Manuel de Diego, AMESCO (15 min), theassociation will explain the importance of developing this kind of initiatives throughtechnologyprovidersinordertoenhancemarketpenetrationandinnovationthathelpsend-userstomonetizetheirenergyefficiencyprojectswhilemitigatingclimatechange.

• ESI in the ‘green banking’ product portfolio – Jorge Esquer, BX+ (10 min), in thisintervention,theMexicanBanksAssociationwillelaborateonthepaththatthefinancialintermediariesaretakingtowardsa‘green’portfolio.

Discussionandquestions&answerssession

1:15pm|Closingremarks

• MariaNetto,BID• OdóndeBuen,CONUEE

1:30Pm|Interviewduringlunchwithtechnologyproviders

• Danishgovernmentteam• IDBteam• Latius,EnergetikaandEcochoicerepresentatives

3:00Pm|InterviewwithFIRA

• Danishgovernmentteam• IDBteam• ErickRodriguezandJavierOrtega

4:00Pm|InterviewwithANCE(certifier)andASERTA(Insurer)

9

• Danishgovernmentteam• IDBteam• JorgeDelgado/JoelMiguel,ANCE• EduardoRamos,ASERTA

5:30Pm|InterviewwithSENER(intheiroffices)

• Danishgovernmentteam• IDBteam• SantiagoCreuheras/GabyReyes,SENER

8:30Pm|Workingdinner:IDBandDanishGovernmentTeam

10

Day3-Friday,March3–ClosedinceptionplanningsessionbetweentheIDBandtheDanishGovernmentrepresentatives

9:00pm|Closedsession1:StatusofimplementationoftheESIprograminothercountriesofLatinAmerica(IDBOffices)

Forthissession,theIDBwillrecallmainmilestonesoftheESIProgramintheregionandtheIDB-ESI Country Coordinators will present the ESI Program local status and share theirexperiences.

Moderator:MariaNettoPresentations: • BriefreviewoftheProgrammilestones,keybeneficiariesandcountriesoftheProgram,

EstebanSuárez,IDB(10min),thispartofthesessionoutlinespartnerNDBspercountryandkeymilestonesandplannedactivitiesforward.

• Colombia:LuisRestrepo, IDB (20min), in this intervention,astatusof thePrograminColombia with Bancóldex will be presented; projects pipeline, insurance product,partnerships,potentialreplicationwithotherresources(IKI-Finagro),amongothers,willbeanalyzed.

• ElSalvador:ChristopheHoor,IDB(20min),inthispartthepartnershipwithBandesalwillbe presented as well as how GCF funds will boost the development of the Program;standardcontract,insurancemechanismwillbepresented.

• Brazil:GustavoPimentel,IDB(20min),thispresentationwillshowcasecurrentstatusoftheProgramthatpartneredwiththreeNDBs,FomentoGoiás,Bandes,andBRDEinordertoleverageEEfinanceinvarioussubsectorsfordifferentregionsofthecountry.Marketstudiesfindings,advancementswithESIinstrumentsandprovidersviewswillbeanalyzed.

• Peru:Manuel Luque, IDB (20min), in this part the local coordinatorwill present thesectorsandtechnologiesthattheProgramwillcover inthecountryaswellasCOFIDEsperspective,TSPsassociation’sexpectationsandenergyefficiencypotential.

11:00am|CoffeeBreak

11

11:30am|Session2:Plannedpartnershipsandknowledgesharingprogram

Thissessionwillprovideashortoverviewofplannedknowledgesharingactivitiesandpartnerships.Presentation:

Maria Netto, IDB (15 min), this presentation will provide an overview of globalpartnerships with high potential for replication, as well as cover knowledge sharingactivitiesthatarehelpingstakeholderstohaveaholisticunderstandingoftheProgram,sharingexperiencesinrealtime,trackingenergysavingsandpromotingtheadvantageswithSMEs.Discussionandquestions&answerssession

1:00 pm | Lunch /Wrap-upwith dialogue about next steps and coordination ofactivities between IDB and the Danish government – agreement on an AideMemoire

Discussionaspects:

• Expectedgeneralmilestonesandreportingdeadlines

• Potential further dissemination, knowledge sharing of the Program, andfeasiblepublications

• LessonslearnedandfurtherimprovementoftheProgram

• CapacitybuildingwiththedifferentkeyactorsoftheProgram.

5:00pm|Endofactivities