2016年-世界发展银行全球_Proven_Delivery_Models_for_LED_Public_Lighting___Lease-to-Own_Delivery_Model_in_Guadalajara_Mexico_20页_1mb

Summary of the Lease-to-Own Delivery Model in Guadalajara, Mexico

Core Content

The document presents a case study on the successful implementation of the Lease-to-Own Delivery Model for LED public lighting in Guadalajara, Mexico, as part of the National Public Lighting Program (Proyecto Nacional de Eficiencia Energética en Alumbrado Pública Municipal). The project, which ran from 2013 to 2016, aimed to modernize the city's aging street lighting infrastructure and improve public safety and energy efficiency.

The project involved replacing 40,000 of the 80,000 existing sodium-vapor streetlights with LED technology across 200 districts and 100 roads. The project was self-financed through energy savings, with a 10-year leasing contract valued at Mex$300 million (approximately US$19 million). The lease-to-own model was supported by technical and financial assistance from the National Commission for the Efficient Use of Energy (CONUEE), the Federal Electricity Commission (CFE), and the National Bank of Public Works and Services (Banobras). The reimbursement mechanism (15% of the project cost) was contingent on verifying the energy savings, which is managed by CFE and CONUEE.

The lease-to-own model allowed the Municipality of Guadalajara to avoid upfront capital investment, as the financing was provided by Solucash, a private financial institution. The guarantee from the state government played a critical role in attracting private investment, as it reduced financial risk for the financier.

Main Points

• Project Context: Guadalajara's outdated street lighting system, not updated in over 30 years, led to poor lighting conditions, safety concerns, and high energy and maintenance costs.
• National Program: The National Public Lighting Program, managed by CONUEE, provides technical support, financial incentives, and a structured process for municipalities to implement energy-efficient lighting.
• Financing Mechanism: The project is financed through a lease-to-own model using energy savings. The 15% reimbursement from Banobras is provided upon verification of energy savings.
• Implementation Process: The project involved technical studies, bidding, field trials, and installation. The contract was awarded to Electrotec and Solucash, with Electrotec responsible for the technical installation and Solucash providing financing.
• Technical Evaluation: The SEAD Street Lighting Tool was used to evaluate the light quality, life cycle costs, and compliance with national standards.
• Procurement Process: The procurement process was transparent, competitive, and flexible, with two tenders issued. The first tender had no compliant bids, leading to revised criteria and a second tender that successfully attracted qualified bidders.
• Project Scope: The project aimed to retrofit 50% of the city's streetlights and replace 20% of out-of-service lights with non-fully depreciated sodium-vapor luminaires from retrofitted areas.
• Warranty and Lifespan: The LED luminaires have a 10-year warranty, and the lifetime of the luminaires is 13 years.
• Energy Savings: The project is expected to achieve 50 to 55% energy savings, with an estimated monthly savings of US$500,000.

Key Information

• Location: Guadalajara, Mexico
• Project Dates: 2013 to 2016
• Project Size: 80,000 total streetlights; 40,000 to be replaced
• Implementing Agency: Directorate of Public Lighting
• Funding Mechanism: Lease-to-own model with energy savings as the source of repayment, 15% reimbursement from Banobras, and a guarantee from the state government
• Expected Energy Savings: 50 to 55%
• Lease Term: 10 years
• Total Lease Value: Mex$300 million (approximately US$19 million)
• Monthly Payment: Mex$4 million (approximately US$250,000)
• Interest Rate: 6.7%
• Reimbursement: 15% of total cost, up to Mex$10 million
• Technical Tool: SEAD Street Lighting Tool used for evaluating light quality and life cycle costs
• National Standards: Compliance with NOM-031-ENER-2012, the Mexican standard for LED street lighting
• Guarantee: Federal government funding provided as a guarantee in case of non-payment
• Warranty: 10-year warranty on LED luminaires
• Luminaires Lifespan: 13 years
• Partners: CONUEE, CFE, Banobras, Electrotec, Solucash
• Key Roads: 100 roads and 200 districts prioritized for retrofitting
• Light Color: White light was chosen for its safety and aesthetic benefits

Lessons Learned

1. Consider municipal needs in project design
   Projects should be tailored to the city's specific requirements, such as district coverage, road types, pole height, and lane width. This ensures that the supplier requirements are clear and aligned with the city's objectives.

2. Procurement process should be transparent and flexible
   Guadalajara issued two tenders. The first had no compliant bids, so the criteria were adjusted. The second tender was successful in attracting qualified bidders who met the revised technical and financial requirements.

3. Take advantage of available tools and resources
   The use of national-level tools, such as the SEAD Street Lighting Tool, was crucial in evaluating product performance and compliance. These tools helped validate performance claims and ensured that the selected products met the required standards.

4. Guarantees improve the likelihood of attracting private funding
   The state government guarantee was essential in attracting private investment from Solucash. This guarantee reduced the financial risk for the financier and ensured project continuity.

5. Local customization is important
   While the project was part of a national program, it was customized to fit local conditions, which contributed to its success and acceptance by the community.

Conclusion

The lease-to-own model in Guadalajara, Mexico serves as a proven delivery model for LED public lighting. It combines technical support, financial incentives, and private sector involvement to reduce municipal financial burden and ensure project sustainability. The success of the project highlights the importance of technical evaluation, transparent procurement, and local customization in implementing energy-efficient lighting programs.