RFP 13-13

Scoping Study for General Lighting Service Lamps Mapping and Benchmarking Project

Introduction

The Collaborative Labeling and Appliance Standards Program (CLASP) mission is to serve as the primary resource and voice for appliance, lighting and equipment energy efficiency worldwide. Energy efficiency standards and labels (S&L) offer significant potential for energy demand reduction and consumer cost savings, reducing risk from energy price changes and providing non-energy benefits including reduced emissions (carbon, as well as local air pollutants).

CLASP envisions a world in which appliances, equipment and lighting are built for maximum energy efficiency and minimal contribution to global climate change.  With the objective to accelerate the implementation of comparable, transparent and effective S&L policies globally, CLASP’s Global Research Program has been working toward deepening S&L best practice knowledge by producing technical studies in collaboration with S&L experts worldwide.

CLASP seeks to contract qualified Consultants to assist it in developing a scoping study for the evaluation of General Lighting Service Lamps (GLS or GLS lamps) energy efficient alternatives, which include fluorescent and solid-state light sources. Information on the scope of work, Consultants’ responsibilities, reporting and deliverables is provided below, as well as the project timeline and application instructions.

Background

CLASP completed a cooling study in 2011, the first in a series intended to provide an international comparison of energy efficiency performance and policy measures for various appliances. The CLASP study provides policy makers and energy efficiency program managers with tools for comparing the efficiency of common air conditioning (AC) products under the different test procedures that are currently used in major world economies. The objectives of the study are to lay the foundation for strong and comparable energy performance requirements at the global level and to pull the market towards higher levels of AC efficiency. CLASP is completing further studies for commercial refrigeration equipment and lighting products.

CLASP’s approach for mapping and benchmarking studies typically includes three components, although not all components may be needed for each product:

  1. Mapping:  The mapping component establishes product characteristics in selected countries by comparing the market size and trends as well as the energy performance of products offered on the market. The mapping component also includes a review of existing standards and labeling initiatives and their characteristics.
  2. Benchmarking:  The benchmarking component of the project includes the development of conversion functions based on desk research of existing test and energy performance standards, which can be used to facilitate comparisons of product energy performance measurements across economies with different test procedures and efficiency metrics.  Conversion functions such as these have been successfully developed for both split non-ducted and split ducted air conditioners and for fixed-speed and variable-speed (inverter driven) units in CLASP’s first benchmarking study.
  3. Testing:  The testing component compares and highlights differences between test procedures used by economies for measuring product performance under different test procedures.  Representative products are tested according to various test procedures to establish which differences in results are related to test procedure variations.  This serves to provide input for the development of conversion functions.

In order to maximize efficiency in its studies, CLASP is interested in conducting a scoping study to define the work that will be needed for the benchmarking of General Lighting Service Lamps (GLS or GLS lamps – omni-directional types only) energy efficient alternatives. CLASP is particularly interested in the countries that are participating in the en.lighten initiative, as well as the countries that participated in the USAID’s ECO-Asia and Australian Government sponsored CFL benchmarking effort in 2009 (to be determined in consultation with CLASP).

CLASP is seeking the support of one or more Consultants to help develop this exploratory scoping study prior to the launch of the next benchmarking study.

Scope of Work

The Consultant will be responsible for selected tasks to assist in developing a scoping study for the GLS benchmarking project.  The full task list for a scoping study is set out below; tasks to be conducted by the Consultant are marked with an Asterisk:
I. Mapping

  • Identification of country needs for benchmarking research for product;
  • *Definition of relevant product classes or categories;
  • Selection of countries under study, *country data sources (regulations, market data) and *potential data collection issues;
  • *Identification of International and national test procedures, *initial comparison of test procedures and *identification of potential issues in test result comparisons (for efficiency and selected consumer acceptance parameters);
  • *Analysis of knowledge gaps that need to be addressed in a benchmarking study.

II. Project Definition

  • Definition of research objectives and questions;
  • Selection of benchmarking study components to be included;
  • *Estimation of data (market data, test procedures) equipment purchasing needs, testing approaches, and laboratory selection process;
  • Determining the need for manufacturer support or close manufacturer collaboration;
  • Determining the need of country agreement to participate in the project;
  • *Definition of tasks, task orders and duration;
  • *Definition of critical subtasks to identify the critical path;
  • *Outline of potential risks and plan for how to manage them (s.a. international or local data sources’ limitations, potential conflicts or other risks related to the management of the project);
  • *Estimation of levels of efforts needed for contractors and for CLASP team, in collaboration with CLASP;
  • *Definition of key qualifications and terms of reference for contractors.

     

Reporting & Deliverables

The Consultant will be required to provide the following outputs over the course of the project:

  • Participation in project kick off meeting with CLASP within two weeks of contract inception;
  • Submit task reports for each of the tasks identified, working closely with the CLASP Global research team.  All reports should be submitted first as draft reports for review and comments by CLASP team;
  • Bi-weekly summary of activities undertaken as part of this project, via email;
  • Timely and detailed responses to questions and comments from CLASP team members related to this project.

 

Timeline

The Project is expected to commence in December 2013 and to be concluded within 2 months of inception.

Information for Potential Applicants

Companies and organizations that wish to bid on this project must first register as a CLASP Implementing Partner. Registering is easy, and can be done via the CLASP website before final submittal.

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

The chosen contractor will be required to enter into a formal written agreement with the CLASP for this service. See the CLASP Independent Contractor Agreement template here. If this template is modified, a red-lined copy will require final approval by the CLASP. It is recommended that the CLASP Independent Contractor Agreement template is used as a guide when the contractor’s agreement is used as it will require final approval from the CLASP.

Application

Interested parties should submit separate technical and financial proposals as electronic files. The file should be named as per the following example:  “Contractor Name: RFP13-13

The technical proposal should include:

  • Company profile, including a summary of qualifications relevant to this assignment;
  • CVs and related summaries of experience and qualifications of applicable staff who would be engaged in the project;
  • Detailed approach and methodology for the implementation and management of the assignment;
  • Detailed timeline for all project activities and deliverables for the project within the timeframe indicated above.

The financial proposal should include:

  • Detailed budget that includes a breakdown (in days) of the level of effort and costs associated with each team member that will be engaged in the project.

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

Proposals should be submitted via the CLASP website using the “Submit Bid” button above and filling out all the requested information. The deadline for proposal submission is December 4, 2013. Proposals submitted directly to anyone at CLASP will not be accepted.

All questions may be addressed to My Ton at mton@clasponline.org. The last date for submission of questions related to this RFP is November 29, 2013. We request all inquiries be made by e-mail and not by phone.
 

 

FAQ

The following are clarifications to frequently asked questions by interested parties in this RFP:

Selection of countries/Geographical scope

The final country selection will be worked out in coordination with a number of other CLASP partners. Our advice for proposers is to develop a modular approach, looking at both developed and developing countries, the available information in each, and how that affects your schedules and cost.

Work location

This is a scoping study, examining only available information, and strategies that can be used to obtain information that is not readily available. It is anticipated that this work will be mostly done from your respective location, with limited or no travel required. The kick off meeting will be via teleconference.

Will a visit be required to collect the data physically in certain regions?

The study will involve mostly secondary research with respect to the regulations and market scenarios. This data may be available online for the developed countries and some developing countries. Therefore, no travel is required for either scoping or mapping studies.

Project timeline

The timeline for the project is ambitious. Depending on the agreed upon scope of coverage and proposed schedule of work, we will certainly consider a modification to this schedule if a valid case can be made.

 

 

Summary of Bids

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 RFP as well as the rationale for the selections.

A three person review team evaluated the proposals according to pre-defined criteria regarding the proposed approach, methodology, project execution plan, organization and teams qualifications and experience, and cost projections in accordance with the RFP. Proposals were scored based on a Quality and Cost Based System (QCBS) totaling 100 points, with 80 points allocated to the technical proposal evaluation and 20 points allocated to the financial proposal evaluation.

This was a competitive solicitation, and technical and financial proposals were received from four organizations. While all bidders submitted strong proposals and were considered viable candidates for successful implementation of the project, the submission from Jeffcott, Beletich, and Page was considered superior due primarily to the combined expertise and qualifications of the project team and the approach to the proposed methodology based on an understanding of the project requirements as stated in the RFP; their proposal was considered the most suitable for this product category by the selection committee.