RFP3-14

MV&E Economy Profile Research

Introduction

CLASP is an international non-profit organization whose mission is to improve the environmental and energy performance of the appliances and related systems we use every day, lessening their impacts on people and the world around us. CLASP develops and shares transformative policy and market solutions in collaboration with global experts and local stakeholders.

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 hosts and supports an online resource for monitoring, verification, and enforcement (MV&E), which allows policy makers and S&L practitioners to:

  • Find technical studies and other resources for improving the implementation of monitoring, verification, and enforcement policies, frameworks, and activities
  • Find compliance legislative frameworks and MV&E activities by country and economic region.

Additionally, CLASP’s Global S&L Database provides a comprehensive overview of current S&L policies around the world. The Economy Finder documents legislative frameworks, and organizations responsible for implementing appliance energy efficiency policies in particular countries and regions.

In order to begin to provide similar resources for compliance regimes, CLASP seeks to contract a qualified Consultant to assist in conducting comprehensive research to identify and document MV&E policy frameworks and practices for up to 15 major economies.

Information on the scope of work, Consultants' responsibilities, reporting and deliverables is provided below, as well as the project timeline and application instructions.

Background

MV&E frameworks and activities are critical to informing progress, safeguarding the credibility of S&L programs and realizing expected energy savings. However, there are often limited guidance and resources on MV&E international best practices available for policymakers and practitioners. Particularly, economy-specific MV&E information can be difficult to find for the following reasons:

  • In most of economies, a wide range of MV&E activities are undertaken by multiple government agencies and sometimes by an external third-party agency. As a result, MV&E information is usually scatter around multiple websites of agencies that implement MV&E policies; and
  • In some cases, MV&E information is limited or not available online or publically due to the reason that some economies do not have enough resources and capacity to create and/or maintain web resources.

This means that policymakers or MV&E practitioners often suffer from lack of resources and market intelligence that can help economies more proactively and effectively respond to non-compliance incidences. It also means that economies lack sufficient information on international and regional benchmarks, which can show them the potentials and available options to implement more comprehensive and stringent MV&E policies.

As CLASP continues to document country and region-specific MV&E frameworks and resources, results will be used to inform and develop country-specific MV&E profiles. 
CLASP recently launched MV&E resources online – including the MV&E Publication Library, MV&E Guidebook, and MV&E Economy Access – which provide quick and direct access to technical and policy studies, best practices information, and economy-specific links and resources.

CLASP seeks to expand and complement the current MV&E resources online through research efforts to identify and document MV&E policy requirements, current practices on market surveillance and testing, enforcement actions, and involvement in any bilateral agreements (e.g. MOU) or regional initiatives for compliance activity coordination. 

Scope of Work

The Consultant will be responsible for the following tasks:

I.  Detailed work plan, timeline, and research outline

  • Develop detailed project document and plan of activity including timelines and deliverables
  • Develop a common outline for MV&E economy profile research (in consultation with CLASP). The outline may include but is not limited to:
    1. Introduction/overview of MV&E legal basis and structure in an economy;
    2. Organizations and responsibilities;
    3. Annual budget allocated for compliance activities;
    4. Program requirements (entry conditions, market surveillance, verification testing, enforcement regulations, penalties for non-compliance);
    5. Involvement in regional or international initiatives related to compliance.
  • Finalize work plan, timeline, and template in collaborate and with approval from CLASP project manager.

II.  Compliance policy research for selective economies

  • Review a list of economies proposed by CLASP (see List of Economies below) and agree on the final list of economies with the CLASP project manager
  • Conduct research for the list of economies identified and agreed upon by CLASP

List of Economies

Australia/New Zealand, Brazil, China, Hong Kong, European Union, India, Japan, Korea, Mexico, United Kingdom, United States (& California), Thailand, Singapore, and Russia.

Timeline

The Project is expected to commence in May 2014 and to be concluded within three months of inception.

Reporting & Deliverables

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

  • Participate in project kick off meeting with CLASP within two weeks of contract inception;
  • A concise 5 - 10 page work plan describing the methodology and project timeline;
  • An outline that presents primary subjects covered in the research;
  • A concise 5 page draft report for each economy profile, compiled in one word document;
  • Final research report in a template format provided by CLASP; 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.

Application

Companies, organizations or independent contractors 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.

Interested parties should submit an expression of interest (should not exceed 20 pages in length) with the following elements:

  • CV and related summary of experience and qualifications applicable to the project;
  • Detailed approach and methodology for the implementation of the assignment;
  • Proposed detailed  timeline for all project activities and deliverables for the project within the timeframe indicated above;
  • Daily rate and estimated level of effort (in days) for the assignment.

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

Expressions of interest should be submitted via the CLASP website using the "Submit Bid" button above and filling out all the requested information. The deadline for submission is May 2, 2014. Proposals submitted directly to anyone at CLASP will not be accepted.

All questions may be addressed to Elisa Lai at elai@clasponline.org.  The last date for submission of questions related to this RFP is April 28, 2014. We request all inquiries be made by e-mail and not by phone.

Summary of Bids and Decisions

In keeping with CLASP's commitment to a fair and transparent evaluation of all bids, following is a summary of the bids received under RFP# 3-14 “MV&E Economy Profile Research”, as well as the basic rationale for the final selection.

This was a competitive solicitation, and proposals were received from 4 organizations. While all bidders were considered viable candidates for successful implementation of the project, the submission from Mark Ellis & Associates (MEA) was considered superior due primarily to the team’s extensive knowledge in MV&E; relevant project experiences in conducting national and regional MV&E policy research; the strength and comprehensiveness of approach and methodology based on the understanding of the project requirements.

Proposals were evaluated by a 3 person review committee according to pre-defined criteria regarding the proposed approach, methodology, and project execution plan, extent of international MV&E-specific expertise, and cost projections in accordance with the RFP.

Proposals were scored based on a Quality and Cost Based System (QCBS) totaling 100 points, with 70 points allocated to the technical proposal evaluation and 30 points allocated to the financial proposal evaluation.

Final scores for the four proposals are provided in the table below:

Organization

Total Score

MEA

91.4

Anonymous

68.3

Anonymous

67.8

Anonymous

67.1