RFP #3-10

Request for Technical Expertise on Distribution Transformers, Small Motors, Electric Motors, and Furnace Fans to Provide Technical Analysis during the Development of Energy Conservation Standards in the United States

Introduction

The Collaborative Labeling and Appliance Standards Program (CLASP) is an international non-profit organization that promotes energy efficiency standards and labeling for commonly used appliances and equipment. CLASP joined the ClimateWorks Foundation’s network as a best practice network (BPN) in March of 2009. As a BPN, CLASP has expanded its efforts to support nations around the world that seek to improve energy efficiency in appliances, lighting, and equipment, and reduce the emission of greenhouse gases that cause climate change.

Leveraging support from the ClimateWorks Foundation, CLASP desires to add value to the United States energy efficiency standards and labeling dialogue. To that end, CLASP is seeking to identify technical experts on distribution transformers, small motors, electric motors, and furnace fans. These experts will work with CLASP and its partners in the development of technical analysis in support of U.S. energy efficiency standards.

Background

The U.S. Department of Energy (DOE) sets mandatory energy conservation standards for residential products and commercial equipment. The goal of DOE’s Federal energy efficiency standards program is to develop standards that are technologically feasible, economically justifiable, and produce significant energy savings.[1] In order to develop standards that fit these criteria, DOE relies on technical comments from stakeholders at each stage of the rulemaking process. Stakeholders include utilities, manufacturers, and energy efficiency advocates.

The Appliance Standards Awareness Project (ASAP) is a US-based nonprofit that works to coordinate technical comments at each stage of the DOE rulemaking process through product-specific groups comprised of energy efficiency advocates and technical experts. ASAP has identified four products for which additional technical expertise could contribute substantially to the development of technical comments: distribution transformers, small motors, electric motors, and furnace fans. On behalf of ASAP, CLASP seeks to identify and mobilize technical experts on these products.

Rulemaking Timelines:

For each product, DOE conducts a rulemaking for energy conservation standards and also generally conducts a separate rulemaking for the test procedure. At each stage of the rulemaking process, DOE holds a public meeting, and a public comment period which is typically open for 30-75 days. Below are the expected dates for each stage of the standards and test procedure rulemakings for each product based on DOE’s regulatory agenda and ASAP estimates. It is important to note that these dates are subject to change due to potential DOE schedule changes. Specifically, it is possible that the schedule for furnace fans will be accelerated relative to the dates listed below.

Distribution Transformers (liquid-immersed and medium-voltage, dry-type)

Standards Timeline[2]

Proposed Rule or Negative Determination

 

September 2011

Final Rule

September 2012

Source: U.S. Department of Energy website

Small Electric Motors 

Standards Timeline: TBD 

Electric Motors

Test Procedure Timeline: 

Supplemental Proposed Rule

 

Early 2010

Final Rule

September 2010

Standards Timeline: 

Framework Document

 

Early 2010

Preliminary Analysis

July 2011

 

Proposed Rule

July 2012

 

Final Rule

December 2012

Source: U.S. Department of Energy website

Furnace Fans [3]

Test Procedure Timeline: 

Proposed Rule

July 2011

 

Final Rule

December 2012

Standards Timeline: 

Framework Document

December 2010

 

Preliminary Analysis

July 2012

 

Proposed Rule

July 2013

Final Rule

December 2013

Source:  ASAP website


[2] As a result of a settlement agreement following litigation over the 2007 final rule, DOE must issue a determination by October 2011 and, if a positive determination is made, a final rule by October 2012.

[3] It is possible that the furnace fan rulemaking will be accelerated relative to the dates listed due to potential DOE schedule changes.

Scope of Work

Technical experts should have strong expertise in product specifications, test procedures, and energy efficiency standards for one or more of the identified products. Technical experts will collaborate with energy efficiency advocates – through Technical Advocacy Groups (TAGs) – in the development of technical comments at each stage of the DOE rulemaking process for both test procedures and standards. Correspondence will take place primarily through email and teleconference. A commitment to provide technical expertise throughout the duration of the rulemaking process – lasting approximately one to three years, depending on the product – will be required. Work in 2010 is expected not to exceed 2-3 weeks per proceeding (including both test procedure and standards proceedings), with the majority of the work taking place in the final stages of the rulemakings. Contracts and commitments of funding will be made in annual (calendar year) allocations.

The technical experts will be required to fulfill the following responsibilities: 

  • Commitment to provide technical expertise throughout the duration of the rulemaking process
  • Collaboratively work with members of the TAGs in the development of technical comments
  • Participation in all TAG meetings (conducted via conference call)
  • Attend DOE public meetings in Washington D.C., if deemed necessary
  • Provide valuable technical input leading to the development of strong technical comments
  • Review all technical documents published by DOE, including but not limited to the Framework Document, the preliminary Technical Support Document (TSD), and the Notice of Proposed Rulemaking (NOPR)
  • Review all technical documents shared by ASAP, CLASP, or TAG members in the development of technical comments
  • Possess or develop a sound understanding of the DOE rulemaking process
  • Strong English language and writing stills
  • Additional responsibilities may be added by CLASP or its partners if deemed reasonable and necessary

Criteria

A committee appointed by CLASP will evaluate qualifications received from respondents. Selection of qualified experts will be based upon the following criteria:

  • International reputation as a leading technical expert on one or more of the identified products;
  • Experience working collaboratively with other experts on energy efficiency related to one or more of the identified products;
  • Familiarity with product-specific test procedures and efficiency standards;
  • Special consideration will be given to technical experts who have prior experience with the U.S. rulemaking process; however, prior experience is not a requirement

Additional information about CLASP's selection process is available here.

Submittal

An interested party should submit:

  • A full resume, including contact information and professional references.
  • A detailed statement explaining why the expert is best suited to provide technical expertise for one or more products as part of the TAGs by specifying experience and credentials at the product-by-product level.
  • A fully-loaded day rate and number of days available by month for the rest of calendar year 2010.

We request that these documents be submitted as a single electronic file (preferably in pdf format). We further request that the file be named as per the following example: “Contractor Name: Product: RFP #3-10

If necessary for the selection process, CLASP may request additional information from any applicant.

Interested Implementing Partners must submit the requested information by e-mail (please include "Response to RFP #3-10" in the subject line) to Chris Wold at: cwold@clasponline.org

All questions may be directed to Chris Wold at cwold@clasponline.org. We request all inquiries be made by email and not by phone. 

Summary of Bids and Decisions

In keeping with CLASP's commitment to a fair and transparent evaluation of all bids, we have provided a basic summary of the bids received under this RFQ as well as the basic rationale for the selections.

This was a very competitive solicitation. Responses were received from six groups in three product categories:

Motors:

  • Advanced Energy (Technical support provided by Dr. Emmanuel Agamloh with support from Kitt Butler)
  • Bio Intelligence Service in association with Atkins (Shailendra Mudgal as team leader with direct participation from Benoit Tinetti, Alexander Thornton, and Hugh Falkner)

Distribution Transformers:

  • Centro De Ensayos Innovacion y Servicios (Technical support provided by Domingo Urquiza)
  • EMS International Consulting (Technical support provided by Mahesh P. Sampat)
  • Bio Intelligence Service in association with Atkins (Shailendra Mudgal as team leader with direct participation from Benoit Tinetti, Thibault Faninger, and Colin Harris)

Furnace Fans

  • Bio Intelligence Service in association with Atkins (Shailendra Mudgal as team leader with direct participation from Lorcan Lyons, Thibault Faninger, Hugh Falkner, and Keeran Jugdoyal)

Among the six groups who applied, the selection committee considered the following to be semi-finalists:  

  • Advanced Energy (Technical support provided by Dr. Emmanuel Agamloh with support from Kitt Butler)
  • Bio Intelligence Service in association with Atkins (Shailendra Mudgal as team leader with direct participation from Benoit Tinetti, Thibault Faninger, and Colin Harris)
  • Bio Intelligence Service in association with Atkins (Shailendra Mudgal as team leader with direct participation from Benoit Tinetti, Alexander Thornton, and Hugh Falkner)
  • Centro De Ensayos Innovacion y Servicios (Technical support provided by Domingo Urquiza)
  • EMS International Consulting (Technical support provided by Mahesh P. Sampat)

One bid had been received for furnace fans. The bid was sent by Bio Intelligence Service in association with Atkins (Shailendra Mudgal as team leader with direct participation from Lorcan Lyons, Thibault Faninger, Hugh Falkner, and Keeran Jugdoyal). It was eliminated from consideration because technical expertise in residential furnace fans had not been indicated. Residential furnace fans are a distinct product from other types of fans and are primarily sold in North America. Although technical expertise in fans had been identified specific expertise in residential furnace fans is needed. A new Request for Qualifications (RFQ) has been posted seeking technical expertise for residential furnace fans.

The winning submission for Technical Expertise on Distribution Transformers, Small Motors, Electric Motors and Furnace Fans to Provide Technical Analysis during the Development of energy Conservation Standards in the United States was the team of Advanced Energy (Technical support provided by Dr. Emmanuel Agamloh with support from Kitt Butler) and EMS International Consulting (Technical support provided by Mahesh P. Sampat). While all five of the finalists submitted excellent proposals that the evaluation team considered strong and likely to result in a valuable final product, the selected teams ranked higher than the others on two key evaluation criteria: 

  1. Familiarity with product specifications; and
  2. Prior experience with the US rulemaking process.

The team of 7 reviewers collectively rated each of the 5 proposals based on four distinct criteria:  

  • International reputation as a leading technical expert;
  • Experience working collaboratively with other experts on energy efficiency;
  • Familiarity with product specifications; and
  • Prior experience with the US rulemaking process.

Each criterion had been weighted in terms of relevance to the selection process: International reputation 10%; Experience working collaboratively 20%; Familiarity with product-specifications 50%; and, Prior experience with US rulemaking 20%. A numerical score on a 1 to 5 scale (5 being best) where assigned to each criterion. Percentages of total points available ranged from 64% to 98%.

If you would like more feedback about your own candidacy and to find out the score your bid received please contact Christopher Wold at 1-202-662-7428.