Linking Energy Management Systems and Motor Efficiency Incentive Policies


CLASP is an international non-profit organization whose primary objective is to provide technical expertise and assistance to global standards and labeling (S&L) practitioners and policymakers to improve energy efficiency in appliances and equipment. Energy efficiency standards and labels offer significant potential for energy demand reduction and cost savings to the consumers, reducing risk from energy price changes and providing non-energy benefits including reduced greenhouse gas emissions and local air pollutants. 

On behalf of the Super-efficient Equipment and Appliance Deployment (SEAD) Initiative, CLASP is seeking a Contractor to research the potential benefits of and obstacles to linking motor efficiency policies with policies for implementing strategic energy management systems, and to write three case studies that put forward policy examples that have done this effectively.

It is envisioned that this project will commence in January 2016 to be completed by May 2016. Further details about the project are provided below, along with instructions for proposal submission.

About SEAD and CLASP

The SEAD Initiative is a voluntary collaboration among governments working to promote the manufacture, purchase, and use of energy-efficient appliances, lighting, and equipment worldwide. At its core, SEAD is about governments working together to save energy, turning knowledge into action to advance global market transformation for energy efficient products. Product energy efficiency policies and programs are proven, cost-effective methods for lowering energy costs for consumers and increasing the resiliency of economies. They are often the lowest-cost tool for achieving significant emission reductions. If all SEAD governments were to adopt current policy best practices for product energy efficiency standards, 2000 TWh of annual electricity could be saved in 2030, equal to the energy generated by 650 mid-sized power plants[1].

CLASP is an international not-for-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 serves as the Operating Agent for SEAD. As the Operating Agent, CLASP uses its extensive experience in energy efficiency standards and labeling (S&L) for appliances and equipment to support SEAD activities.

[1] As of November 2015, SEAD member governments are: Australia, Brazil, Chile, Canada, the European Commission, Germany, India, Indonesia, Japan, Korea, Mexico, Russia, South Africa, Sweden, the United Arab Emirates, the United Kingdom, and the United States. China is an official observer of the SEAD Initiative.

Project Background

It is estimated that electric motor-driven systems (EMDS) account for about 70% of all industrial sector electricity consumed worldwide, comprising the largest category of electricity end-use in the global economy (IEA, 2011). Savings opportunities can be achieved through motors efficiency upgrades – such as motor replacement or improved rewind practices – and through motor systems optimization. System approaches consider the efficiency of driven applications (e.g., pumps, fans, and compressors), auxiliary components (e.g., variable frequency drives, gears, transmission belts, brakes) and the optimization of the system as a whole. Policies that encourage increased efficiency in EMDS include financial incentives, training, and energy audits.

Opportunities for energy savings through motor efficiency upgrades and motor systems optimization can be discovered through the application of strategic energy management systems (EnMS) such as ISO 50001. However, due to low awareness of existing policies (e.g., financial incentives, training, and energy audits), there is often a gap between having an EnMS in place and implementing efficiency improvements to EMDS.


The primary objective of this project is to use policy-level case studies to identify the potential benefits of and obstacles to linking energy management systems with increased awareness and use of incentive policies for EMDS efficiency. Benefits and obstacles should be both at the policy level and at the level of effects on individual companies.

Scope of Work

The Contractor will be responsible for conducting research and interviews to meet the objectives outlined above and write three case studies of policy examples that have effectively linked incentive policies for EMDS efficiency with EnMS. The Contractor will also work collaboratively with motor experts and policymakers in SEAD and the IEA 4E Electric Motor Systems Annex (EMSA) to determine appropriate case studies to pursue. Specific work activities include the following:

  • The Contractor will prepare a prioritization note that:
    • Identifies policy examples that effectively link the awareness and use of incentive policies for EMDS efficiency with policies for EnMS, with guidance from motor experts and policymakers in SEAD and EMSA;
    • Considers criteria including effectiveness, replicability, comprehensiveness, data availability, and a mix of developed and developing countries to rank those case studies;
    • Makes recommendations regarding which three case studies to include in a final report.

  • Upon approval and finalization of the prioritization note, the Contractor will:
    • Conduct research and interviews and write case studies of each of the three selected policy examples;
    • From the case studies, distill benefits of and obstacles to effectively linking the awareness and use of incentive policies for EMDS efficiency with EnMS, including whether this increases implementation of EMDS improvements. This should include:
      • Policies for EnMS, policies for EMDS, and their interaction;
      • Benefits and obstacles for policymakers, industry, individual companies; and
      • General conclusions and recommendations;
    • Provide a draft report;
    • Incorporate expert review by experts and policymakers including SEAD, EMSA, and Lawrence Berkeley National Laboratory;
    • Provide a final report.


It is envisioned that this project will commence in January 2016 to be completed by May 2016. The timeline for the development and implementation of specific deliverables will be coordinated with the selected Contractor for this project.

Information For Potential Applicants

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.

Selection Criteria

CLASP seeks assistance from teams of qualified Contractors with a record of accomplishment and expertise in the following areas:

  • Knowledge of policies on implementation of strategic energy management and the ISO 50001 energy management system standard;
  • Expertise regarding policies that encourage increased efficiency in EMDS including financial incentives, training, and energy audits;
  • Strategic research and policy analysis; and
  • Success in engaging policymakers and distilling policy advice from real-world case studies.

A committee appointed by CLASP, consisting of CLASP staff and external advisors, will evaluate project and financial proposals received from respondents. Proposals will be evaluated using a Quality and Cost-Based Selection (QCBS) method, with weights of 70 percent towards project proposal quality and team and organization experience, and 30 percent towards proposed costs.

Additional information about CLASP’s selection process is available here


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_RFP10-15
  • [Contractor Name]_FinancialProposal_RFP10-15

The Technical Proposal should not exceed 25 pages in length, including appendices, and must include the following elements:

  • Background and introduction to the project;
  • Detailed approach and methodology for development of prioritization note and full report;
  • Detailed timeline of deliverables and milestones;
  • A summary of qualifications relevant to this assignment;
  • A description of the Contractor’s experience with energy efficiency or related issues;
  • No more than five examples of project experience that best illustrate the Contractor’s ability to meet the project objectives; and
  • A summary of qualifications for key personnel that will be engaged in the project, along with a description of each person’s role.

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;
  • List of anticipated out-of-pocket expenses;
  • Description of the Contractor’s policies, controls, and track record of accomplishing proposed results within budget; and
  • All cost estimates must be in US Dollars.

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 16 December, 2015. Proposals submitted directly to anyone at CLASP will not be accepted.

All questions may be directed to Debbie Karpay Weyl at dweyl@clasp.ngo. The last date for submission of questions related to this RFP is 9 December, 2015. We request all inquiries be made by e-mail and not by phone.

Additional Information

Applicants interested in learning more about the work of CLASP and the SEAD Initiative are encouraged to visit the following websites:

Funding for this project is provided by the U.S. Department of Energy.