RFP1-15

Global Standards and Labeling Database Updates

Introduction

CLASP improves 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. 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 greenhouse gas emissions and local air pollutants. With the objective to accelerate the implementation of comparable, transparent, and effective S&L policies globally, CLASP’s Global Best Practices has been working toward deepening S&L knowledge by producing technical studies in collaboration with S&L experts worldwide.

With the objective to accelerate the implementation of comparable, transparent, and effective S&L policies globally, CLASP hosts and supports an online resource, the Global S&L Database, which allows policy makers and S&L practitioners to:

  • Compare policies and regulations across countries and by product;
  • Explore specific information about those policies; and
  • View and understand the legislative framework and history of S&L by country and economic region

The database includes information on current S&L policies and regulation for 17 product areas in 49 economies. The database does not contain historical information on previous S&L policies and regulations. 

CLASP seeks to contract a qualified consultant to assist in conducting comprehensive research to:

  1. Update S&L policies and regulations for selected economies currently covered in the database; and
  2. Add information on S&L policies for select economies with S&L programs that are not currently covered in the database

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

Project Background

CLASP's Global S&L Database provides comprehensive information on S&L policies around the world and is a useful resource for S&L practitioners aiming to:

  • Accelerate the adoption of S&L by identifying existing policies for specific products;
  • Increase the number of products covered by S&L by comparing products regulated across economies; or
  • Conduct a customized search, to inform interested stakeholders and policy makers, using filters such as sector, policy type, and fuel type.

There are three basic components of the database: economies, product groups and policy types.

Economies: There are 49 economies represented in the DB from Africa, Asia, Europe, the Middle East, North America, Oceania, and South America, including two regional associations (APEC and SEAD).

Product groups: Appliances, equipment and lighting products are grouped in 17 categories with a three-level taxonomy to enable more detailed searches. For example, Lighting: Fluorescent: CFL.

Policy types: Four policy types are considered in the database: minimum energy performance standards (MEPS), endorsement labels, comparative labels, and codes of conduct.

The database enables users to compare the coverage of regulations in their economy with those in other economies and identify areas for improvement. In order to update, increase coverage, and supplement the database, the Global Best Practices team is seeking the support of a Consultant to update S&L policies in selected economies, comprehensively research S&L policies in economies not currently included in the database, and document the most recent standards and labels used in each economy for each product.

Scope of Work

The Consultant will be responsible for the following tasks:

  • Conduct research for approximately 15 economies covered by the DB to update current information on S&L policies. This will be a subset of the following economies: California, Canada, China, Chinese Taipei, the European Union, Hong Kong, Iran, Israel, Japan, Kenya, Pakistan, Russia, South Africa, Sweden, Switzerland, Turkey, the United Kingdom, and Vietnam.
  • Conduct research for economies not currently covered by the DB where S&L programs are already in place or at implementation stage. Make recommendations to CLASP on whether the S&L programs are sufficiently robust to include in the database. Some of these economies already identified by CLASP are: Algeria, Costa Rica, Sri Lanka, Ukraine, and Venezuela.
  • Identify and complete all the information (fields) required to create a new record in the database (i.e., economy, implementing organization, product group, product type, product sub-type, sector, fuel type, scope, policy name, policy type, etc.). Only product groups in the current CLASP database are within scope of this research. This covers all residential, all commercial, and some industrial products;
  • Upload all new records in the DB through Sitecore, the DB management system (training by CLASP will be provided for this task); and
  • Produce Excel files with uploaded records to facilitate the Quality Assurance (QA) process. QA is conducted by CLASP staff to ensure quality and accuracy of data uploaded to the database.

Note: The scope of economies to research can be subject to modifications in coordination with the awarded consultant.

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;
  • Participate in an introductory session by CLASP to discuss the database, taxonomy, field requirements, and historical outline requirements;
  • Participate in a training session of the database website Content Management System by CLASP[1];
  • Submit research results in a template format provided by CLASP;
  • Submit Excel files with uploaded records for the QA;
  • 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.

[1] Participation in all meetings and database training session are to be completed at the Consultant’s own location with no travel required.

Timeline

It is envisioned that this project will commence in May 2015 to be completed by August 2015.  The timeline for the development and implementation of specific deliverables will be coordinated with the selected Contractor for this project.

Selection Criteria

A committee appointed by CLASP will evaluate project and budget proposals received from respondents. The criteria used to determine the winning proposal will include:

  • Relevant qualifications of the project team, with knowledge of or experience working with appliance energy efficiency standards and labels and energy efficiency topics;
  • Expertise in project and organizational planning;
  • Quality of the proposed research design and project management and implementation approach;
  • Understanding of the CLASP S&L database and its objectives; and
  • Total cost of plan.

A multilingual team that is able to read Chinese at a minimum is preferred.

Proposals will be evaluated using a Quality and Cost-Based Selection (QCBS) method, with weights of 80 percent towards project proposal quality and team and organization experience, and 20 percent towards proposed costs. Additional information about CLASP’s selection process is available here.

All questions may be directed to Jenny Corry Smith at jcorry@clasponline.org. We request all inquiries be made via e-mail and not by phone.

Application

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

Applicants are required to submit two separate proposals: a Technical Proposal and a Financial Proposal. The files should be named as per the following examples:

  • [Contractor Name]_TechnicalProposal_RFP1-15
  • [Contractor Name]_FinancialProposal_RFP1-15

The Technical Proposal should not exceed 20 pages in length and must include the following elements:

  • Background and introduction to the project [1 to 2 pages];
  • Detailed approach and methodology for implementation and management of the project. Include a plan to address any language barriers that you may encounter in your research [2 to 4 pages]
  • Detailed timeline of deliverables and milestones [1 to 2 pages];
  • A summary of qualifications relevant to this assignment [1 to 2 pages];
  • A description of the Contractor’s experience with energy efficiency, research, database management, or related issues [1 page];
  • Three examples of project experience that best illustrate the Contractor’s ability to carry out the project objectives and deliverables [1 to 3 pages]; and
  • A summary of qualifications for key personnel that will be engaged in the project, along with a description of each person’s role [4 to 6 pages].

The Financial Proposal must include the following elements:

  • Cost breakdown (in days) of the level of effort and costs for each deliverable and project milestone, associated with each team member that will be engaged in the project.
  • All cost estimates must be in US Dollars.

All proposals must be submitted electronically by April 24 via the CLASP website using the “Submit Bid” button above and filling out all the requested information. Any proposal not addressing each of the previously mentioned requirements can be considered non-responsive and rejected without further review. Late proposals will be rejected without being considered. Revisions or additions to the proposal will not be accepted after the due date unless specifically invited by CLASP.

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 #1-15, “Global Standards and Labeling Database Updates,” as well as the basic rationale for the final selection.

This was a competitive solicitation, and technical and financial proposals were received from four organizations. While all four bidders submitted strong proposals and were considered viable candidates for successful implementation of the project, the submission from Ballarat Consulting was considered superior due primarily to the team’s extensive experience with energy efficiency standards and labels and the comprehensiveness of the proposed methodology based on an understanding of the project requirements as stated in the RFP.

Proposals were evaluated by a three-person review team according to pre-defined criteria regarding the proposed approach, methodology, and project execution plan, extent of experience in designing and executing effective outreach and engagement strategies, 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.

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

Organization

Total Score

Ballarat Consulting

86

IIEC

80

Anonymous

76

Anonymous

68