[Federal Register: October 12, 2007 (Volume 72, Number 197)]
[Rules and Regulations]               
[Page 58189-58241]
From the Federal Register Online via GPO Access [wais.access.gpo.gov]
[DOCID:fr12oc07-9]                         


[[Page 58189]]

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Part III





Department of Energy





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10 CFR Part 431



Energy Conservation Program for Commercial Equipment: Distribution 
Transformers Energy Conservation Standards; Final Rule


[[Page 58190]]


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DEPARTMENT OF ENERGY

10 CFR Part 431

[Docket Number: EE-RM/STD-00-550]
RIN 1904-AB08

 
Energy Conservation Program for Commercial Equipment: 
Distribution Transformers Energy Conservation Standards; Final Rule

AGENCY: Department of Energy.

ACTION: Final rule.

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SUMMARY: The Department of Energy (DOE) has determined that energy 
conservation standards for liquid-immersed and medium-voltage, dry-type 
distribution transformers will result in significant conservation of 
energy, are technologically feasible, and are economically justified. 
On this basis, DOE is today adopting energy conservation standards for 
liquid-immersed and medium-voltage, dry-type distribution transformers. 
Today's rule does not set energy conservation standards for underground 
mining distribution transformers.

DATES: Effective Date: The effective date of this rule is November 13, 
2007. Standards for liquid-immersed and medium-voltage, dry-type 
distribution transformers will be applicable starting January 1, 2010.

ADDRESSES: For access to the docket to read background documents, the 
technical support document (TSD), transcripts of the public meetings in 
this proceeding, or comments received, visit the U.S. Department of 
Energy, Forrestal Building, Room 1J-018 (Resource Room of the Building 
Technologies Program), 1000 Independence Avenue, SW., Washington, DC, 
(202) 586-2945, between 9 a.m. and 4 p.m., Monday through Friday, 
except Federal holidays. Please call Ms. Brenda Edwards-Jones at the 
above telephone number for additional information regarding visiting 
the Resource Room. Please note: DOE's Freedom of Information Reading 
Room (formerly Room 1E-190 at the Forrestal Building) no longer houses 
rulemaking materials. You may also obtain copies of certain previous 
rulemaking documents from this proceeding (i.e., Framework Document, 
advance notice of proposed rulemaking (ANOPR), notice of proposed 
rulemaking (NOPR or proposed rule)), draft analyses, public meeting 
materials, and related test procedure documents from the Office of 
Energy Efficiency and Renewable Energy's Web site at http://www.eere.energy.gov/buildings/appliance_standards/commercial/distribution_transformers.html
.


FOR FURTHER INFORMATION CONTACT: Antonio Bouza, Project Manager, Energy 
Conservation Standards for Distribution Transformers, Docket No. EE-RM/
STD-00-550, U.S. Department of Energy, Energy Efficiency and Renewable 
Energy, Building Technologies Program, EE-2J, 1000 Independence Avenue, 
SW., Washington, DC 20585-0121, (202) 586-4563, e-mail: 
Antonio.Bouza@ee.doe.gov.


    Francine Pinto, Esq., U.S. Department of Energy, Office of General 
Counsel, GC-72, 1000 Independence Avenue, SW., Washington, DC 20585-
0121, (202) 586-7432, e-mail: Francine.Pinto@hq.doe.gov.


SUPPLEMENTARY INFORMATION:
I. Summary of the Final Rule and Its Benefits
    A. The Standard Levels
    B. Distribution Transformer Characteristics
    C. Benefits to Transformer Customers
    D. Impact on Manufacturers
    E. National Benefits
    F. Conclusion
II. Introduction
    A. Authority
    B. Background
    1. Current Standards
    2. History of Standards Rulemaking for Distribution Transformers
III. General Discussion
    A. Test Procedures
    B. Technological Feasibility
    1. General
    2. Maximum Technologically Feasible Levels
    C. Energy Savings
    D. Economic Justification
    1. Economic Impact on Commercial Consumers and Manufacturers
    2. Life-Cycle Costs
    3. Energy Savings
    4. Lessening of Utility or Performance of Equipment
    5. Impact of Any Lessening of Competition
    6. Need of the Nation To Conserve Energy
    7. Other Factors
IV. Methodology and Discussion of Comments on Methodology
    A. Market and Technology Assessment
    1. General
    2. Mining Transformers
    a. Comments Requesting Exemption
    b. Mining Transformer Test Procedure Comments
    3. Less-Flammable, Liquid-Immersed Transformers
    4. Rebuilt or Refurbished Distribution Transformers
    5. Uninterruptible Power System Transformers
    B. Engineering Analysis
    C. Life-Cycle Cost and Payback Period Analysis
    1. Inputs Affecting Installed Cost
    a. Installation Costs
    b. Baseline and Standard Design Selection
    2. Inputs Affecting Operating Costs
    a. Transformer Loading
    b. Load Growth
    c. Electricity Costs
    d. Electricity Price Trends
    e. Natural Gas Price Impacts
    3. Inputs Affecting Present Value of Annual Operating Cost 
Savings
    a. Standards Implementation Date
    b. Discount Rate
    c. Temperature Rise, Reliability, and Lifetime
    D. National Impact Analysis--National Energy Savings and Net 
Present Value Analysis
    1. Discount Rate
    a. Selection and Estimation Method
    b. Discounting Energy and Emissions
    E. Commercial Consumer Subgroup Analysis
    F. Manufacturer Impact Analysis
    G. Employment Impact Analysis
    H. Utility Impact Analysis
    I. Environmental Analysis
V. Discussion of Other Comments
    A. Information and Assumptions Used in Analyses
    1. Engineering Analysis
    a. Primary Voltage Sensitivities
    b. Increased Raw Material Prices
    c. Amorphous Material Price
    d. Material Availability
    2. Shipments/National Energy Savings
    3. Manufacturer Impact Analysis
    B. Weighing of Factors
    1. Economic Impacts
    a. Economic Impacts on Consumers
    b. Economic Impacts on Manufacturers
    2. Life-Cycle Costs
    3. Energy Savings
    4. Lessening of Utility or Performance of Products
    a. Transformers Installed in Vaults
    5. Impact of Lessening of Competition
    6. Need of the Nation To Conserve Energy
    7. Other Factors
    a. Availability of High Primary Voltages
    b. Materials Price Sensitivity Analysis
    c. Materials Availability Analysis
    d. Consistency Between Single-Phase and Three-Phase Designs
    C. Other Comments
    1. Development of Trial Standard Levels for the Final Rule
    2. Linear Interpolation of Non-Standard Capacity Ratings
VI. Analytical Results and Conclusions
    A. Trial Standard Levels
    B. Significance of Energy Savings
    C. Economic Justification
    1. Economic Impact on Commercial Consumers
    a. Life-Cycle Costs and Payback Period
    b. Commercial Consumer Subgroup Analysis
    2. Economic Impact on Manufacturers
    a. Industry Cash-Flow Analysis Results
    b. Impacts on Employment
    c. Impacts on Manufacturing Capacity
    d. Impacts on Manufacturers That Are Small Businesses
    3. National Net Present Value and Net National Employment
    4. Impact on Utility or Performance of Equipment
    5. Impact of Any Lessening of Competition
    6. Need of the Nation To Conserve Energy
    7. Other Factors
    D. Conclusion
    1. Results for Liquid-Immersed Distribution Transformers

[[Page 58191]]

    a. Liquid-Immersed Transformers--Trial Standard Level 6
    b. Liquid-Immersed Transformers--Trial Standard Level 5
    c. Liquid-Immersed Transformers--Trial Standard Level A
    d. Liquid-Immersed Transformers--Trial Standard Level 4
    e. Liquid-Immersed Transformers--Trial Standard Level 3
    f. Liquid-Immersed Transformers--Trial Standard Level B
    g. Liquid-Immersed Transformers--Trial Standard Level C
    2. Results for Medium-Voltage, Dry-Type Distribution 
Transformers
    a. Medium-Voltage, Dry-Type Transformers--Trial Standard Level 6
    b. Medium-Voltage, Dry-Type Transformers--Trial Standard Level 5
    c. Medium-Voltage, Dry-Type Transformers--Trial Standard Level 4
    d. Medium-Voltage, Dry-Type Transformers--Trial Standard Level 3
    e. Medium-Voltage, Dry-Type Transformers--Trial Standard Level 2
VII. Procedural Issues and Regulatory Review
    A. Review Under Executive Order 12866
    B. Review Under the Regulatory Flexibility Act/Final Regulatory 
Flexibility Analysis
    C. Review Under the Paperwork Reduction Act
    D. Review Under the National Environmental Policy Act
    E. Review Under Executive Order 13132
    F. Review Under Executive Order 12988
    G. Review Under the Unfunded Mandates Reform Act of 1995
    H. Review Under the Treasury and General Government 
Appropriations Act, 1999
    I. Review Under Executive Order 12630
    J. Review Under the Treasury and General Government 
Appropriations Act, 2001
    K. Review Under Executive Order 13211
    L. Review Under Section 32 of the Federal Energy Administration 
Act of 1974
    M. Review Under the Information Quality Bulletin for Peer Review
    N. Congressional Notification
VIII. Approval of the Office of the Secretary

I. Summary of the Final Rule and Its Benefits

A. The Standard Levels

    The Energy Policy and Conservation Act (EPCA), as amended, directs 
the Department of Energy (DOE) to adopt energy conservation standards 
for those distribution transformers for which standards would be 
technologically feasible and economically justified, and would result 
in significant energy savings. (42 U.S.C. 6317(a)(2)) The standards in 
today's final rule, which apply to liquid-immersed and medium-voltage, 
dry-type distribution transformers, satisfy these requirements and will 
achieve the maximum improvements in energy efficiency that are 
technologically feasible and economically justified. In the advance 
notice of proposed rulemaking (ANOPR) in this proceeding, DOE had also 
addressed standards for low-voltage, dry-type distribution 
transformers. 69 FR 45376 (July 29, 2004). However, the Energy Policy 
Act of 2005, Public Law 109-58, (EPACT 2005) amended EPCA to establish 
energy conservation standards for those transformers. (EPACT 2005, 
Section 135(c); 42 U.S.C. 6295(y)) Therefore, DOE removed low-voltage, 
dry-type distribution transformers from the scope of this rulemaking.
    The standards established in this final rule are minimum efficiency 
levels. Tables I.1 and I.2 show the standard levels DOE is adopting 
today. These standards will apply to liquid-immersed and medium-
voltage, dry-type distribution transformers manufactured for sale in 
the United States, or imported to the United States, on or after 
January 1, 2010. As discussed in section V.C.2 of this notice, any 
transformers whose kVA\1\ rating falls between the kVA ratings shown in 
tables I.1 and I.2 shall have its minimum efficiency requirement 
calculated by a linear interpolation of the minimum efficiency 
requirements of the kVA ratings immediately above and below that 
rating.
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    \1\ kVA is an abbreviation for kilovolt-ampere, which is a 
capacity metric used by industry to classify transformers. A 
transformer's kVA rating represents its output power when it is 
fully loaded (i.e., 100%).

      Table I.1.--Standard Levels for Liquid-Immersed Distribution
                       Transformers, Tabular Form
------------------------------------------------------------------------
               Single-phase                          Three-phase
------------------------------------------------------------------------
                               Efficiency                     Efficiency
             kVA                   (%)            kVA            (%)
------------------------------------------------------------------------
10..........................        98.62   15.............        98.36
15..........................        98.76   30.............        98.62
25..........................        98.91   45.............        98.76
37.5........................        99.01   75.............        98.91
50..........................        99.08   112.5..........        99.01
75..........................        99.17   150............        99.08
100.........................        99.23   225............        99.17
167.........................        99.25   300............        99.23
250.........................        99.32   500............        99.25
333.........................        99.36   750............        99.32
500.........................        99.42   1000...........        99.36
667.........................        99.46   1500...........        99.42
833.........................        99.49   2000...........        99.46
                              ............  2500...........       99.49
------------------------------------------------------------------------
Note: All efficiency values are at 50 percent of nameplate-rated load,
  determined according to the DOE test procedure. 10 CFR Part 431,
  Subpart K, Appendix A.


                            Table I.2.--Standard Levels for Medium-Voltage, Dry-Type Distribution Transformers, Tabular Form
--------------------------------------------------------------------------------------------------------------------------------------------------------
                                   Single-phase                                                                  Three-phase
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                                              20-45 kV     46-95 kV      >=96 kV                                     20-45 kV     46-95 kV     >=96 kV
                 BIL  kVA                    efficiency   efficiency   efficiency              BIL  kVA             efficiency   efficiency   efficiency
                                                (%)          (%)           (%)                                         (%)          (%)          (%)
--------------------------------------------------------------------------------------------------------------------------------------------------------
15........................................        98.10        97.86  ............  15...........................        97.50        97.18  ...........
25........................................        98.33        98.12  ............  30...........................        97.90        97.63  ...........

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37.5......................................        98.49        98.30  ............  45...........................        98.10        97.86  ...........
50........................................        98.60        98.42  ............  75...........................        98.33        98.12  ...........
75........................................        98.73        98.57        98.53   112.5........................        98.49        98.30  ...........
100.......................................        98.82        98.67        98.63   150..........................        98.60        98.42  ...........
167.......................................        98.96        98.83        98.80   225..........................        98.73        98.57        98.53
250.......................................        99.07        98.95        98.91   300..........................        98.82        98.67        98.63
333.......................................        99.14        99.03        98.99   500..........................        98.96        98.83        98.80
500.......................................        99.22        99.12        99.09   750..........................        99.07        98.95        98.91
667.......................................        99.27        99.18        99.15   1000.........................        99.14        99.03        98.99
833.......................................        99.31        99.23        99.20   1500.........................        99.22        99.12        99.09
                                            ...........  ...........  ............  2000.........................        99.27        99.18        99.15
                                            ...........  ...........  ............  2500.........................        99.31        99.23       99.20
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Note: BIL means basic impulse insulation level.
Note: All efficiency values are at 50 percent of nameplate-rated load, determined according to the DOE test procedure. 10 CFR Part 431, Subpart K,
  Appendix A.

B. Distribution Transformer Characteristics

    The minimum efficiency levels in today's standards can be met by 
distribution transformer designs that already are available in the 
market. DOE expects that distribution transformer designs that 
incorporate different voltages and other design variations will still 
be able to be manufactured under the new standards, maintaining all the 
features and utility found in commercially available products today.
    In analyzing the benefits and burdens of potential standards, DOE 
represented the range of possible distribution transformer costs and 
features by representative engineering design lines. Five design lines 
(DL1, DL2, DL3, DL4, and DL5) represent the range of features and costs 
for liquid-immersed transformers, while five design lines (DL9, DL10, 
DL11, DL12, and DL13) represent medium-voltage, dry-type transformers. 
Three design lines (DL6, DL7, and DL8) represented low-voltage dry-type 
transformers and were included in DOE's ANOPR analysis. But as 
indicated above, DOE subsequently removed these transformers from this 
rulemaking when the Energy Policy Act of 2005 established minimum 
efficiency levels for them.
    On average, liquid-immersed transformers are already relatively 
efficient. The annual operating costs for such transformers range from 
approximately \1/10\ to \1/30\ of the installed cost. Medium-voltage, 
dry-type transformers tend to have higher losses, and are subject to 
higher electricity costs. Their annual operating costs tend to be 
approximately \1/10\ of the installed cost.

C. Benefits to Transformer Consumers

    The economic impacts on transformer consumers (i.e., the average 
life-cycle cost (LCC) savings) are positive for the new energy 
efficiency levels established by this rule. For liquid-immersed 
transformers, an increase in first costs of 6-12 percent is accompanied 
by a decrease in operating costs of 15-23 percent, corresponding to a 
similar drop in electrical losses. For medium-voltage, dry-type 
transformers, an increase in first costs of 3-13 percent is accompanied 
by a decrease in losses and operating costs of 9-26 percent. On 
average, the new standards provides net life-cycle benefits for all 
categories of distribution transformers, although some liquid-immersed 
transformers with smaller loads and relatively low electricity cost are 
likely to incur a net cost from the new standards. For liquid-immersed 
transformers, DOE estimates that approximately 25% of the market incurs 
a net life-cycle cost from the standard while 75% of the market is 
either not affected or incurs a net benefit. DOE also investigated how 
these standards might affect municipal utilities and rural electric 
cooperatives. While the benefits are positive for municipal utilities, 
a majority of smaller, pole-mounted transformers for rural electric 
cooperatives will incur a net life-cycle cost. However, because of a 
relatively large per-transformer reduction in life-cycle cost for some 
non-evaluating rural electric cooperatives (i.e., those that do not 
take into consideration the cost of transformer losses when choosing a 
transformer) rural electric cooperatives as a whole receive an average 
life-cycle cost benefit.

D. Impact on Manufacturers

    Using a real corporate discount rate of 8.9 percent, DOE estimated 
the industry net present values (INPV) of the liquid-immersed and 
medium-voltage, dry-type distribution transformer industries to be $609 
million and $36 million, respectively, in 2006$. DOE expects the impact 
of today's standards on the INPV of the liquid-immersed transformer 
industry to be between an eight percent loss and an eight percent 
increase (-$47 million to $47 million). DOE expects the impact of 
today's standards on the INPV of the medium-voltage, dry-type 
transformer industry to be between a 15 percent loss and a 9 percent 
loss (-$5.2 million to -$3.2 million). Based on DOE's analysis and 
interviews with distribution transformer manufacturers, DOE expects 
minimal plant closings or loss of employment as a result of the 
standards promulgated today.

E. National Benefits

    The standards will provide significant benefits to the Nation. DOE 
estimates the standards will save approximately 2.74 quads (quadrillion 
(10\15\) British thermal units (BTU)) of energy over 29 years (2010-
2038). This is equivalent to all the energy consumed by 27 million 
American households in a single year.
    By 2038, DOE expects the energy savings from the standards to 
eliminate the need for approximately six new 400-megawatt combined-
cycle gas turbine power plants. The total energy savings from the 
standard will result in cumulative greenhouse gas emission reductions 
of approximately 238 million tons (Mt) of carbon dioxide 
(CO2) from a variety of generation sources. This is an 
amount equal to what would be

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saved by removing 80 percent of all light vehicles from U.S. roads for 
one year.
    The national net present value (NPV) of the standards is $1.39 
billion using a seven percent discount rate and $7.8 billion using a 
three percent discount rate, cumulative from 2010 to 2073 in 2006$. 
This is the estimated total value of future energy savings minus the 
estimated increased equipment costs, discounted to the year 2007. The 
benefits and costs of the standard can also be expressed in terms of 
annualized 2006$ values over the forecast period 2010 through 2038.
    Using a seven percent discount rate for the annualized cost 
analysis, the cost of the standard is $463 million per year in 
increased equipment and installation costs while the annualized 
benefits are $602 million per year in reduced equipment operating 
costs. Using a three percent discount rate, the cost of the standard is 
$460 million per year while the benefits of today's standard are $904 
million per year.

F. Conclusion

    DOE concludes that the benefits (energy savings, transformer 
consumer LCC savings, national NPV increases, and emissions reductions) 
to the Nation of the standards outweigh their costs (loss of 
manufacturer INPV and transformer consumer LCC increases for some users 
of distribution transformers). DOE concludes that today's standards for 
liquid-immersed and medium-voltage, dry-type transformers are 
technologically feasible and economically justified, and will result in 
significant energy savings. At present, both liquid-immersed and 
medium-voltage, dry-type transformers that meet the new standard levels 
are commercially available.

II. Introduction

A. Authority

    Title III of EPCA sets forth a variety of provisions designed to 
improve energy efficiency. Part B of Title III (42 U.S.C. 6291-6309) 
provides for the Energy Conservation Program for Consumer Products 
other than Automobiles. Part C of Title III (42 U.S.C. 6311-6317) 
establishes a similar program for ``Certain Industrial Equipment,'' and 
includes distribution transformers, the subject of this rulemaking. DOE 
publishes today's final rule pursuant to Part C of Title III, which 
provides for test procedures, labeling, and energy conservation 
standards for distribution transformers and certain other products, and 
authorizes DOE to require information and reports from manufacturers. 
The distribution transformer test procedure appears in Title 10 Code of 
Federal Regulations (CFR) Part 431, Subpart K, Appendix A.
    EPCA contains criteria for prescribing new or amended energy 
conservation standards. DOE must prescribe standards only for those 
distribution transformers for which DOE: (1) Has determined that 
standards would be technologically feasible and economically justified 
and would result in significant energy savings; and (2) has prescribed 
test procedures. (42 U.S.C. 6317(a)(2)) Moreover, DOE analyzed whether 
today's standards for distribution transformers will achieve the 
maximum improvement in energy efficiency that is technologically 
feasible and economically justified. (See 42 U.S.C. 6295(o)(2)(A), 
6316(a), and 6317(a) and (c)) \2\
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    \2\ DOE notes that 42 U.S.C. 6317(c) requires that DOE ``take 
into consideration'' the criteria contained in section 325(n).'' 
However, Section 325(n), ``Petition For An Amended Standard,'' does 
not contain the criteria for establishing new or amended standards, 
rather as its title states, it contains the criteria DOE must apply 
for determining whether to grant petitions for amending standards, 
filed by any person with the Secretary of Energy. Section 325(o) 
entitled, ``Criteria for Prescribing New or Amended Standards'' 
contains the appropriate criteria that 42 U.S.C. 6317(c) apparently 
intends to reference. The reference in section 42 U.S.C. 6317(c) to 
section 325(n) is an inadvertent error and DOE will apply the 
criteria in section 325(o) instead.
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    In addition, DOE decided whether each of today's standards for 
distribution transformers is economically justified, after receiving 
comments on the proposed standards, by determining whether the benefits 
of each standard exceed its burdens by considering, to the greatest 
extent practicable, the following seven factors that are set forth in 
42 U.S.C. 6295(o)(2)(B)(i):
    (1) The economic impact of the standard on manufacturers and 
consumers of the products subject to the standard;
    (2) The savings in operating costs throughout the estimated average 
life of products in the type (or class) compared to any increase in the 
price, initial charges, or maintenance expenses for the covered 
products that are likely to result from the imposition of the standard;
    (3) The total projected amount of energy savings likely to result 
directly from the imposition of the standard;
    (4) Any lessening of the utility or the performance of the products 
likely to result from the imposition of the standard;
    (5) The impact of any lessening of competition, as determined in 
writing by the Attorney General, that is likely to result from the 
imposition of the standard;
    (6) The need for national energy conservation; and
    (7) Other factors the Secretary considers relevant.
    In developing today's energy conservation standards, DOE also has 
applied certain other provisions of 42 U.S.C. 6295. First, DOE would 
not prescribe a standard for distribution transformers if interested 
persons established by a preponderance of the evidence that the 
standard is likely to result in the unavailability in the United States 
of any type (or class) of this equipment with performance 
characteristics (including reliability), features, sizes, capacities, 
and volumes that are substantially the same as those generally 
available at the time of the Secretary's finding. (See 42 U.S.C. 
6295(o)(4))
    Second, DOE has applied 42 U.S.C. 6295(o)(2)(B)(iii), which 
establishes a rebuttable presumption that a standard is economically 
justified if the Secretary finds that ``the additional cost to the 
consumer of purchasing a product complying with an energy conservation 
standard level will be less than three times the value of the energy * 
* * savings during the first year that the consumer will receive as a 
result of the standard, as calculated under the applicable test 
procedure * * *.'' The rebuttable presumption test is an alternative 
path to establishing economic justification.
    Third, DOE may specify a different standard level than that which 
applies generally to a type or class of equipment for any group of 
products ``which have the same function or intended use, if * * * 
products within such group--(A) consume a different kind of energy from 
that consumed by other covered products within such type (or class); or 
(B) have a capacity or other performance-related feature which other 
products within such type (or class) do not have and such feature 
justifies a higher or lower standard'' than applies or will apply to 
the other products. (See 42 U.S.C. 6295(q)(1)) Any rule prescribing 
such a standard includes an explanation of the basis on which DOE 
establishes such higher or lower level. (See 42 U.S.C. 6295(q)(2))
    Federal energy efficiency requirements for equipment covered by 42 
U.S.C. 6317 generally supersede State laws or regulations concerning 
energy conservation testing, labeling, and standards. (42 U.S.C. 
6297(a)-(c) and 42 U.S.C. 6316(a)) DOE can, however, grant waivers of 
preemption for particular State laws or regulations,

[[Page 58194]]

in accordance with the procedures and other provisions of section 
327(d) of the Act. (42 U.S.C. 6297(d) and 42 U.S.C. 6316(a))

B. Background

1. Current Standards
    Presently, there are no national energy conservation standards for 
the liquid-immersed and medium-voltage, dry-type distribution 
transformers covered by this rulemaking. However, on August 8, 2005, 
EPACT 2005 amended EPCA to establish energy conservation standards for 
low-voltage, dry-type distribution transformers.\3\ (EPACT 2005, 
Section 135(c); 42 U.S.C. 6295(y)) The standard levels for low-voltage 
dry-type transformers appear in Table II.1.
---------------------------------------------------------------------------

    \3\ EPACT 2005 established that the efficiency of a low-voltage 
dry-type distribution transformer manufactured on or after January 
1, 2007 shall be the Class I Efficiency Levels for distribution 
transformers specified in Table 4-2 of the ``Guide for Determining 
Energy Efficiency for Distribution Transformers'' published by the 
National Electrical Manufacturers Association (NEMA TP 1-2002).

  Table II.1.--Energy Conservation Standards for Low-Voltage, Dry-Type
                        Distribution Transformers
------------------------------------------------------------------------
               Single-phase                          Three-phase
------------------------------------------------------------------------
                               Efficiency                     Efficiency
             kVA                   (%)            kVA            (%)
------------------------------------------------------------------------
15..........................         97.7   15.............         97.0
25..........................         98.0   30.............         97.5
37.5........................         98.2   45.............         97.7
50..........................         98.3   75.............         98.0
75..........................         98.5   112.5..........         98.2
100.........................         98.6   150............         98.3
167.........................         98.7   225............         98.5
250.........................         98.8   300............         98.6
333.........................         98.9   500............         98.7
                              ............  750............         98.8
                              ............  1000...........         98.9
------------------------------------------------------------------------
Note: All efficiency values are at 35 percent of nameplate-rated load,
  determined according to the DOE test procedure. 10 CFR Part 431,
  Subpart K, Appendix A.

    DOE incorporated these standards into its regulations, along with 
the standards for several other types of products and equipment, in a 
Final Rule published on October 18, 2005. 70 FR 60407, 60416-60417.
2. History of Standards Rulemaking for Distribution Transformers
    On October 22, 1997, the Secretary of Energy published a notice 
stating that DOE ``has determined, based on the best information 
currently available, that energy conservation standards for electric 
distribution transformers are technologically feasible, economically 
justified and would result in significant energy savings.'' 62 FR 
54809. The Secretary based this determination, in part, on analyses 
conducted by DOE's Oak Ridge National Laboratory (ORNL). The two 
reports containing these analyses--Determination Analysis of Energy 
Conservation Standards for Distribution Transformers, ORNL-6847 (1996) 
and Supplement to the ``Determination Analysis,'' ORNL-6847 (1997)--are 
available on the DOE Web site at: http://www.eere.energy.gov/buildings/appliance_standards/commercial/distribution_transformers.html
.

    As a result of its positive determination, in 2000 DOE developed 
the Framework Document for Distribution Transformer Energy Conservation 
Standards Rulemaking, which described the approaches DOE anticipated 
using to develop energy conservation standards for distribution 
transformers. This document is also available on the above-referenced 
DOE website. On November 1, 2000, DOE held a public meeting to discuss 
the proposed analytical framework. Manufacturers, trade associations, 
electric utilities, energy efficiency organizations, regulators, and 
other interested parties attended this meeting. Stakeholders also 
submitted written comments on the Framework Document addressing a range 
of issues.
    In the first quarter of 2002, prior to issuing its ANOPR, DOE met 
with manufacturers of liquid-immersed and dry-type distribution 
transformers to solicit feedback on a draft engineering analysis report 
DOE had published containing a proposed analytical structure for the 
engineering analysis and some initial transformer designs. In addition, 
DOE also posted draft screening, engineering, and LCC analysis reports 
on its website, and held a live Webcast on the LCC analysis on October 
17, 2002.\4\ DOE received comments from stakeholders on the draft 
reports, and these comments helped improve the quality of the analyses 
included in the ANOPR for this rulemaking, which was published on July 
29, 2004. 69 FR 45376. In preparation for the September 28, 2004, ANOPR 
public meeting, DOE held a Webcast to acquaint stakeholders with the 
analytical tools and with other material DOE had published the previous 
month.
---------------------------------------------------------------------------

    \4\ Copies of all the draft analyses published before the ANOPR 
are available on DOE's Web site: http://www.eere.energy.gov/buildings/appliance_standards/commercial/distribution_transformers_draft_analysis.html
.

---------------------------------------------------------------------------

    On August 5, 2005, DOE posted its draft NOPR analysis for the 
liquid-immersed and medium-voltage, dry-type distribution transformers 
on its Web site for early public review, along with spreadsheets for 
several of these analyses. This early publication of the draft NOPR 
analysis included the draft engineering analysis, LCC analysis, 
national impact analysis, and manufacturer impact analysis (MIA), and 
the draft TSD chapters associated with each of these analyses. The 
purpose of publishing these four draft analyses was to give 
stakeholders an opportunity to review the analyses and prepare 
recommendations for DOE as to the appropriate standard levels.\5\
---------------------------------------------------------------------------

    \5\ Copies of the four draft NOPR analyses published in August 
2005 are available on DOE's Web site: http://www.eere.energy.gov/buildings/appliance_standards/commercial/distribution_transformers_draft_analysis_nopr.html
.

---------------------------------------------------------------------------

    On April 27, 2006, DOE published its Final Rule on Test Procedures 
for

[[Page 58195]]

Distribution Transformers. In addition to establishing the procedure 
for sampling and testing distribution transformers so that 
manufacturers can make representations as to their efficiency as well 
as establish that they comply with Federal standards, this final rule 
also contained enforcement provisions, outlining the procedure the 
Department would follow should it initiate an enforcement action 
against a manufacturer. 71 FR 24972; 10 CFR 431.198.
    On July 25, 2006, DOE published a NOPR proposing compliance 
certification procedures for a range of consumer products and 
commercial and industrial equipment, including distribution 
transformers. This NOPR included both a compliance statement and a 
certification report for distribution transformer manufacturers. 71 FR 
42178. DOE is currently preparing its final rule for that proceeding, 
which will establish requirements around the compliance statement and 
certification report for distribution transformers and other products 
and equipment.
    On August 4, 2006, DOE published the distribution transformer 
energy conservation standards NOPR. 71 FR 44355. In conjunction with 
the NOPR, DOE also published on its Web site the complete TSD for the 
proposed rule, which incorporated the final analyses DOE conducted and 
technical documentation for each analysis. The TSD included the 
engineering analysis spreadsheets, the LCC spreadsheet, the national 
impact analysis spreadsheet, and the MIA spreadsheet--all of which are 
available on DOE's Web site.\6\ Table II.2 presents the energy 
conservation standard levels DOE proposed in the NOPR for liquid-
immersed distribution transformers, and Table II.3 presents the energy 
conservation standard levels DOE proposed for medium-voltage, dry-type 
distribution transformers.
---------------------------------------------------------------------------

    \6\ The Web site address for all the spreadsheets developed for 
this rulemaking proceeding are available at: http://www.eere.energy.gov/buildings/appliance_standards/commercial/distribution_transformers_draft_analysis_nopr.html
.


   Table II.2.--NOPR Proposed Energy Conservation Standard Levels for
                Liquid-Immersed Distribution Transformers
------------------------------------------------------------------------
               Single-phase                          Three-phase
------------------------------------------------------------------------
                               Efficiency                     Efficiency
             kVA                   (%)            kVA            (%)
------------------------------------------------------------------------
10..........................        98.40   15.............        98.36
15..........................        98.56   30.............        98.62
25..........................        98.73   45.............        98.76
37.5........................        98.85   75.............        98.91
50..........................        98.90   112.5..........        99.01
75..........................        99.04   150............        99.08
100.........................        99.10   225............        99.17
167.........................        99.21   300............        99.23
250.........................        99.26   500............        99.32
333.........................        99.31   750............        99.24
500.........................        99.38   1000...........        99.29
667.........................        99.42   1500...........        99.36
833.........................        99.45   2000...........        99.40
                                            2500...........        99.44
------------------------------------------------------------------------
Note: All efficiency values are at 50 percent of nameplate-rated load,
  determined according to the DOE test procedure. 10 CFR Part 431,
  Subpart K, Appendix A.


                  Table II.3.--NOPR Proposed Energy Conservation Standard Levels for Medium-Voltage, Dry-Type Distribution Transformers
--------------------------------------------------------------------------------------------------------------------------------------------------------
                                   Single-phase                                                                  Three-phase
--------------------------------------------------------------------------------------------------------------------------------------------------------
                                                                                                                                              [gteqt]96
                                              20-45 kV     46-95 kV   [gteqt]96 kV                                   20-45 kV     46-95 kV        kV
                 BIL  kVA                    Efficiency   Efficiency    Efficiency             BIL  kVA             Efficiency   Efficiency   Efficiency
                                                (%)          (%)           (%)                                         (%)          (%)          (%)
--------------------------------------------------------------------------------------------------------------------------------------------------------
15........................................        98.10        97.86  ............  15...........................        97.50        97.19  ...........
25........................................        98.33        98.12  ............  30...........................        97.90        97.63  ...........
37.5......................................        98.49        98.30  ............  45...........................        98.10        97.86  ...........
50........................................        98.60        98.42  ............  75...........................        98.33        98.12  ...........
75........................................        98.73        98.57        98.53   112.5........................        98.49        98.30  ...........
100.......................................        98.82        98.67        98.63   150..........................        98.60        98.42  ...........
167.......................................        98.96        98.83        98.80   225..........................        98.73        98.57        98.53
250.......................................        99.07        98.95        98.91   300..........................        98.82        98.67        98.63
333.......................................        99.14        99.03        98.99   500..........................        98.96        98.83        98.80
500.......................................        99.22        99.12        99.09   750..........................        99.07        98.95        98.91
667.......................................        99.27        99.18        99.15   1000.........................        99.14        99.03        98.99
833.......................................        99.31        99.23        99.20   1500.........................        99.22        99.12        99.09
                                            ...........  ...........  ............  2000.........................        99.27        99.18        99.15
                                            ...........  ...........  ............  2500.........................        99.31        99.23        99.20
--------------------------------------------------------------------------------------------------------------------------------------------------------
Note: BIL means basic impulse insulation level.
Note: All efficiency values are at 50 percent of nameplate-rated load, determined according to the DOE test procedure. 10 CFR Part 431, Subpart K,
  Appendix A.


[[Page 58196]]

    In the NOPR, DOE identified seven issues on which it was 
particularly interested in receiving comments and views of interested 
parties. 71 FR 44406.
    On February 9, 2007, DOE issued a notice of data availability and 
request for comments (NODA). 72 FR 6186. DOE published this notice in 
response to stakeholders who had commented, in response to the NOPR, 
that DOE's proposed standards might prevent or render impractical the 
replacement of distribution transformers in certain space-constrained 
(e.g., vault) installations. In the NODA, DOE sought comment on whether 
it should include in the LCC analysis potential costs related to size 
constraints of transformers installed in vaults. In the NODA, DOE 
outlined different approaches as to how it might account for additional 
installation costs for these space-constrained applications. In 
addition, DOE also published the NODA in response to certain 
stakeholders who commented that DOE should address the consistency 
issues for liquid-immersed transformers in the table of efficiency 
standards. DOE also requested comments on linking efficiency levels for 
three-phase liquid-immersed units with those of single-phase units. 
Specifically, in the NODA DOE discussed how it was inclined to consider 
a final standard that is based on efficiency levels that are based on 
TSL 2 and TSL 3 for three-phase units and TSLs 2, 3 and 4 for single-
phase units. 72 FR 6189. Based on comments on the August 2006 proposed 
rule and the February 2007, NODA, DOE created new TSLs, including TSL 
B, which is, generally speaking, a combination of TSL 2 for three-phase 
units and TSL 3 for single-phase units. DOE received more than 20 
written comments in response to this NODA on both the space constraint 
issue and how to set final efficiency ratings, which are discussed in 
the following sections of this final rule.
    In response to the NODA, Cooper Power Systems commented that they 
were concerned that the NODA did not indicate any specifics regarding 
the proposed TSL levels for any design lines. Cooper states that DOE 
needs to publish a new proposed table that represents the mix of 
efficiency levels being considered in order for interested parties to 
provide solid feedback on the impact of these proposals. (Cooper, No. 
175 at p. 1) \7\ ABB provided a similar comment, expressing that they 
disagree with DOE's action of indicating that it may adopt a new mix of 
TSLs derived from a combination of TSLs 2, 3 and 4 as the final 
standard level without specifying exactly which combination is being 
considered. (ABB, No. 167 at p. 1) DOE appreciates these two comments, 
but does not agree with the stakeholders criticism of DOE's actions and 
the rulemaking process for the following reasons. First, the NODA 
provided notice to stakeholders that DOE would consider a combination 
of TSLs for liquid-immersed distribution transformers for the final 
rule. Accordingly, stakeholders have been given an opportunity to 
review the existing proposed standard levels and published NOPR 
analysis, and provide comments to DOE as to the combination of 
efficiency values they believe are the most justified, and why. Second, 
DOE did not consider simply one new TSL in today's final rule, but 
instead created four new TSLs (TSL A, B, C, and D) based on 
combinations of efficiency values from previously proposed TSL 2, 3 and 
4. These four combinations of TSLs enabled DOE to consider several 
different efficiency values for liquid-immersed transformers for the 
final rule, decreasing the burdens associated with inconsistencies 
between three-phase and single-phase units and eliminating the 
discontinuities of efficiency values between design lines. In addition, 
the four combinations of TSLs attempt to maximize national and consumer 
benefits and select appropriate, cost-justified, efficiency levels 
across all the design lines. Third, all of the actual efficiency 
ratings considered in the four new TSL combinations developed for 
today's final rule were previously published in DOE's August 2006 NOPR. 
For all of these reasons, DOE believes the NODA provides stakeholders 
sufficient notice and opportunity for comment concerning the standard 
level adopted by today's final rule.
---------------------------------------------------------------------------

    \7\A notation in the form ``Cooper, No. 175 at p. 1'' identifies 
a written comment DOE received and included in the docket for this 
rulemaking. This particular notation refers to a comment (a) by 
Cooper Power Systems (Cooper), (b) in document number 175 in the 
docket of this rulemaking (maintained in the Resource Room of the 
Building Technologies Program), and (c) appearing on page 1 of 
document number 175.
---------------------------------------------------------------------------

III. General Discussion

A. Test Procedures

    Section 7(c) of the Process Rule (Procedures for Consideration of 
New or Revised Energy Conservation Standards for Consumer Products, 
Title 10 CFR part 430, Subpart C, Appendix A; 61 FR 36974) \8\ 
indicates that DOE will issue a final test procedure, if one is needed, 
prior to issuing a proposed rule for energy conservation standards. DOE 
published its test procedure for distribution transformers as a final 
rule on April 27, 2006. 71 FR 24972.
---------------------------------------------------------------------------

    \8\ The Process Rule provides guidance on how DOE conducts its 
energy conservation standards rulemakings, including the analytical 
steps and sequencing of rulemaking stages (such as test procedures 
and energy conservation standards).
---------------------------------------------------------------------------

B. Technological Feasibility

1. General
    There are distribution transformers in the market at all of the 
efficiency levels prescribed in today's final rule. Therefore, DOE 
believes all of the efficiency levels adopted by today's final rule are 
technologically feasible.
2. Maximum Technologically Feasible Levels
    Applying the requirements of 42 U.S.C. 6295(p)(2), and as discussed 
in the proposed rule, DOE determined ``the maximum improvement in 
energy efficiency or maximum reduction in energy use that is 
technologically feasible.'' 71 FR 44362. DOE determined the ``max-
tech'' efficiency levels in the engineering analysis (see Chapter 5 in 
the TSD) and then used these highest efficiency designs to establish 
the max-tech levels for the LCC analysis (see Chapter 8 in the TSD). 
DOE then scaled these max-tech efficiencies to the other kVA ratings 
within a given design line, establishing max-tech efficiencies for all 
the distribution transformer kVA ratings.

C. Energy Savings

    DOE forecasted energy savings in its national energy savings (NES) 
analysis, through the use of an NES spreadsheet tool, as discussed in 
the proposed rule. 71 FR 44361, 44363, 44380-44381, 44384, 44393, 
44401.
    One of the criteria that govern DOE's adoption of standards for 
distribution transformers is that the standard must result in 
``significant'' energy savings. (42 U.S.C. 6317(a)) While EPCA does not 
define the term ``significant,'' a U.S. Court of Appeals, in Natural 
Resources Defense Council v. Herrington, 768 F.2d 1355, 1373 (D.C. Cir. 
1985), indicated that Congress intended ``significant'' energy savings 
in section 325 of EPCA to be savings that were not ``genuinely 
trivial.'' The energy savings for the standard levels DOE is adopting 
today are nontrivial, and therefore DOE considers them ``significant'' 
as required by 42 U.S.C. 6317(a).

D. Economic Justification

    As noted earlier, EPCA provides seven factors for DOE to evaluate 
in determining whether an energy conservation standard for distribution 
transformers is economically justified. The following discussion 
explains how DOE has addressed each of these seven

[[Page 58197]]

factors in this rulemaking. (42 U.S.C. 6295(o)(2)(B)(i))
1. Economic Impact on Commercial Consumers and Manufacturers
    DOE considered the economic impact of the standard on commercial 
consumers and manufacturers, as discussed in the proposed rule. 71 FR 
44361, 44363-44364, 44367, 44376-44277, 44379, 44381-44384, 44385-
44389, 44390-44393, 44394, 44396-44400, 44401-44404. DOE updated the 
analyses to incorporate more recent material price information. One 
significant change to the MIA was the inclusion of lower conversion-
capital expenditure estimates for those trial standard levels (TSLs) 
which require or otherwise trigger manufacturers to switch to amorphous 
core technology. DOE based the revised estimates on information 
provided by industry experts (see Section V.A.3 below).
2. Life-Cycle Costs
    DOE considered life-cycle costs of distribution transformers, as 
discussed in the proposed rule. 71 FR 44362-44363, 44371-44376, 44378-
44379, 44385-44390, 44395-44396. It calculated the sum of the purchase 
price and the operating expense--discounted over the lifetime of the 
equipment--to estimate the range in LCC benefits that commercial 
consumers would expect to achieve due to the new standards. DOE also 
examined the economic justification for its proposed standards for 
distribution transformers by applying section 325(o)(2)(B)(iii) of EPCA 
(42 U.S.C. 6295(o)(2)(B)(iii)), which provides that there is a 
rebuttable presumption that an energy conservation standard is 
economically justified if the increased installed cost for a product 
that meets the standard is less than three times the value of the 
first-year energy savings resulting from the standard, as calculated 
under the applicable DOE test procedure. 71 FR 44388-44389. Some of the 
standard levels DOE is adopting today satisfy the rebuttable 
presumption test but others do not. However, DOE determined all of them 
to be economically justified based on the above-described analyses.
3. Energy Savings
    While significant conservation of energy is a separate statutory 
requirement for imposing an energy conservation standard, in 
determining the economic justification of a standard, DOE considers the 
total projected energy savings that are expected to result directly 
from the standard. (See 42 U.S.C. 6295(o)(2)(B)(i)(III)) DOE used the 
NES spreadsheet results in its consideration of total projected 
savings. 71 FR 44361, 44363, 44380-44381, 44384, 44393, 44401.
4. Lessening of Utility or Performance of Equipment
    In selecting today's standard levels, DOE avoided new standards for 
distribution transformers that lessen the utility or performance of the 
equipment under consideration in this rulemaking. (See 42 U.S.C. 
6295(o)(2)(B)(i)(IV)) DOE sought to capture in the economic analysis 
the impact of any increase in transformer size or weight associated 
with efficiency improvements. Specifically when selecting the new 
standards, DOE considered the installation costs for pole-mounted 
transformers and vault transformers that may be incurred with larger, 
heavier, more efficient transformers. 71 FR 44363, 44394. In addition, 
DOE recognizes that underground mining transformers are subject to 
unique and extreme dimensional constraints which impact the efficiency 
and performance of these distribution transformers. Therefore, DOE is 
establishing a separate product class for underground mining 
transformers. In the future, DOE may consider establishing energy 
conservation standards for underground mining transformers. DOE is not 
setting a standard for underground mining transformers in today's final 
rule, rather it is reserving a section and intends to develop analysis 
that would establish an appropriate energy conservation standard for 
underground mining transformers in the future. Finally, when selecting 
today's standard, DOE carefully reviewed the results of an engineering 
sensitivity analysis on primary winding voltages. This sensitivity 
analysis considers higher primary voltages than those used in the 
representative units studied in the engineering analysis. This 
sensitivity analysis enables DOE to evaluate the impact on cost and 
efficiency associated with the final rule TSLs. (see Section V.A.1.a in 
this notice, and TSD Appendix 5D) Thus, the analysis in today's final 
rule takes into consideration the additional costs associated with 
space-constrained pole-mounted and vault transformers, and ensures that 
higher primary voltages are not eliminated from the market. Based on 
DOE's engineering analysis, DOE concludes that more efficient pole-
mounted and vault transformers are technologically feasible. However, 
in some instances, DOE believes that transformer poles and vaults may 
need to be replaced to accommodate the more efficient transformers as a 
result of today's final rule. DOE included increased installation costs 
of such pole-mounted and vault transformer in its analysis. In this 
way, DOE has captured the costs and benefits of replacement pole-
mounted and vault transformers. Details of pole and vault replacement 
cost estimation methods are provided in sections 7.3.1 and 7.3.5 of TSD 
Chapter 7.
5. Impact of Any Lessening of Competition
    DOE considers any lessening of competition that is likely to result 
from standards. Accordingly, as discussed in the proposed rule, 71 FR 
44363-44364, 44394, at DOE's request, the Department of Justice (DOJ) 
reviewed the proposed standard level (i.e., the NOPR) and transmitted 
to the Secretary a written determination of the impact of any lessening 
of competition likely to result, together with an analysis of the 
nature and extent of such impact. (See 42 U.S.C. 6295(o)(2)(B)(i)(V) 
and (B)(ii)) DOE addressed the issues raised in the Attorney General's 
response to the NOPR, as discussed in section VI.C.5 of today's final 
rule. The letter DOJ submitted to DOE in response to the NOPR appears 
at the end of this notice of final rulemaking.
    Today's final rule, which follows publication of the NODA, adopts a 
standard level that is higher than the standard proposed in the NOPR 
for certain liquid-immersed distribution transformers. DOJ was provided 
draft copies of the notice of final rulemaking and the final rule TSD 
for review. The Attorney General did not express any concerns about 
impacts associated with today's final rule. A copy of Attorney 
General's letter to DOE in response to the final rule also appears at 
the end of this notice of final rulemaking.
6. Need of the Nation To Conserve Energy
    The Secretary recognizes that energy conservation benefits the 
Nation in several important ways. The non-monetary benefits of a 
standard are likely to be reflected in improvements to the security of 
the Nation's energy system. In addition, reductions in the overall 
demand for energy will result in reduced costs for maintaining 
reliability of the Nation's electricity system. Finally, today's 
standards will likely result in reductions in greenhouse gas emissions. 
As discussed in the proposed rule, DOE has considered these factors in 
adopting today's standards. 71 FR 44364, 44384, 44394-44395, 44398-
44400. (See 42 U.S.C. 6295(o)(2)(B)(i)(VI))

[[Page 58198]]

7. Other Factors
    The Secretary of Energy, in determining whether a standard is 
economically justified, considers any other factors the Secretary deems 
to be relevant. (See 42 U.S.C. 6295(o)(2)(B)(i)(VII)) The results of 
the utility impact analysis, and the analysis of national employment 
impacts are ``other factors'' that the Secretary took into 
consideration. In addition, for this rulemaking, the Secretary also 
took into consideration stakeholder concerns about the increasing cost 
of raw materials for building transformers, the volatility of material 
prices, and the cumulative effect of material price increases on the 
transformer industry, as discussed in the proposed rule. 71 FR 44364, 
44395. Since issuance of the NOPR, DOE conducted two engineering 
sensitivity evaluations--one considering current (2006) material prices 
and a second considering transformers with alternative primary voltages 
that have higher insulation requirements (and are therefore more 
expensive and less efficient to manufacture). Also, as it had done in 
the proposed rule, DOE conducted LCC sensitivities, evaluating 
engineering analysis cost-efficiency curves generated using a high 
material price scenario \9\ and a low material price scenario,\10\ and 
other variable inputs in the LCC analysis. In selecting today's 
standards, DOE also took into consideration the need to have 
consistency in the efficiency requirements between single-phase and 
three-phase liquid-immersed transformers. See section V.C.1 for 
discussion on development of the final rule TSLs, including how single-
phase and three-phase consistency was maintained between the liquid-
immersed product classes.
---------------------------------------------------------------------------

    \9\ The high material price scenario is based on using the year 
with the highest material prices in the five-year sample (i.e., 2002 
to 2006) of material prices updated for the final rule. In this 
sample, the year with the highest overall material prices was 2006. 
See TSD Chapter 5 for a discussion on material prices.
    \10\ The low material price scenario is based on selecting the 
year with the lowest M6 material price in the five-year sample 
(i.e., 2002), and then applying a uniform 15 percent discount to all 
the material prices from that year. See TSD Chapter 5 for a 
discussion on material prices.
---------------------------------------------------------------------------

IV. Methodology and Discussion of Comments on Methodology

    DOE used a number of analytical tools that it previously developed 
and adapted for use in this rulemaking. The first tool is a spreadsheet 
that calculates LCC and payback period (PBP). The second tool 
calculates NES and national NPV. DOE also used the Government 
Regulatory Impact Model (GRIM), among other methods, in its MIA. 
Finally, DOE developed an approach using the National Energy Modeling 
System (NEMS) to estimate impacts of distribution transformer energy 
conservation standards on electric utilities and the environment.
    Regarding the analytical methodology, DOE has continued to use the 
spreadsheets and approaches explained in the proposed rule. 71 FR 
44364-44384. It revised them, and applied them again to develop the 
analysis for this final rule. The tables below summarize all the major 
NOPR inputs to the LCC and PBP analysis, the Shipments Analysis and the 
National Impact Analysis, and whether those inputs were revised for the 
final rule. In addition to these updates, DOE also updated the material 
prices it used for the engineering analysis, as discussed in TSD 
Chapter 5.

       Table IV.1.--Final Rule Inputs for the LCC and PBP Analyses
------------------------------------------------------------------------
                                                           Changes for
            Inputs                 NOPR description        final rule
------------------------------------------------------------------------
                        Affecting Installed Costs
------------------------------------------------------------------------
Equipment price...............  Derived by multiplying  No change.
                                 manufacturer selling
                                 price (from the
                                 engineering analysis)
                                 by distributor markup
                                 and contractor markup
                                 plus sales tax for
                                 dry-type
                                 transformers. For
                                 liquid-immersed
                                 transformers, DOE
                                 used manufacturer
                                 selling price plus
                                 small distributor
                                 markup plus sales
                                 tax. Shipping costs
                                 were included for
                                 both types of
                                 transformers.
------------------------------------------------------------------------
Installation cost.............  Includes a weight-      Added a case
                                 specific component,     with vault
                                 derived from RS Means   replacement
                                 Electrical Cost Data    costs as a
                                 2002 and a markup to    subgroup
                                 cover installation      analysis.
                                 labor, pole
                                 replacement costs for
                                 design line 2 and
                                 equipment wear and
                                 tear.
Baseline and standard design    The selection of        No change in
 selection.                      baseline and standard-  percent of
                                 compliant               evaluators.
                                 transformers depended   Different
                                 on customer behavior.   values of
                                 For liquid-immersed     customer choice
                                 transformers, the       B parameter was
                                 fraction of purchases   estimated for
                                 evaluated was 75%,      small versus
                                 while for dry-type      large liquid-
                                 transformers, the       immersed
                                 fraction of evaluated   transformers.*
                                 purchases was 50% for
                                 small capacity medium
                                 voltage and 80% for
                                 large-capacity medium
                                 voltage.
------------------------------------------------------------------------
                        Affecting Operating Costs
------------------------------------------------------------------------
Transformer loading...........  Loading depended on     Technical
                                 customer and            improvement was
                                 transformer             made for liquid-
                                 characteristics.        immersed
                                                         statistical
                                                         load model
                                                         where the 1995
                                                         Commercial
                                                         Building Energy
                                                         Consumption
                                                         Survey data was
                                                         used for load
                                                         factor
                                                         estimates.
------------------------------------------------------------------------
Load growth...................  1% per year for liquid- Adjusted to 0%
                                 immersed and 0% per     per year for
                                 year for dry-type       both liquid-
                                 transformers.           immersed and
                                                         dry-type.
Power factor..................  Assumed to be unity...  No change.

[[Page 58199]]


Annual energy use and demand..  Derived from a          No change.
                                 statistical hourly
                                 load simulation for
                                 liquid-immersed
                                 transformers, and
                                 estimated from the
                                 1995 Commercial
                                 Building Energy
                                 Consumption Survey
                                 data for dry-type
                                 transformers using
                                 factors derived from
                                 hourly load data.
                                 Load losses varied as
                                 the square of the
                                 load and were equal
                                 to rated load losses
                                 at 100% loading.
Electricity costs.............  Derived from tariff-    Adjusted
                                 based and hourly        electricity
                                 based electricity       prices for
                                 prices. Capacity        inflation.
                                 costs provided extra
                                 value for reducing
                                 losses at peak.
Electricity price trend.......  Obtained from Annual    Updated to
                                 Energy Outlook 2005     AEO2007.
                                 (AEO2005).
Maintenance cost..............  Annual maintenance      No change.
                                 cost did not vary as
                                 a function of
                                 efficiency.
------------------------------------------------------------------------
        Affecting Present Value of Annual Operating Cost Savings
------------------------------------------------------------------------
Effective date................  Assumed to be 2010....  No change.
Discount rates................  Mean real discount      Discount rate
                                 rates ranged from       sensitivity
                                 4.2% for owners of      added to
                                 pole-mounted, liquid-   spreadsheet
                                 immersed transformers   tool.
                                 to 6.6% for dry-type
                                 transformer owners.
Lifetime......................  Distribution of         No change.
                                 lifetimes, with mean
                                 lifetime for both
                                 liquid and dry-type
                                 transformers assumed
                                 to be 32 years.
------------------------------------------------------------------------
                        Candidate Standard Levels
------------------------------------------------------------------------
Trial standard levels.........  Six efficiency levels   For liquid-
                                 with the minimum        immersed
                                 equal to TP 1 and the   transformers a
                                 maximum from the most   set of four
                                 efficient designs       recombinations
                                 from the engineering    of the NOPR
                                 analysis.               standard levels
                                 Intermediate            were formulated
                                 efficiency levels for   that have
                                 each design line        consistency
                                 selected using a        between single-
                                 redefined set of LCC    phase and three-
                                 criteria..              phase
                                                         efficiency
                                                         levels
------------------------------------------------------------------------
\*\ The concept of using A and B loss evaluation combinations is
  discussed in TSD chapter 3, Total Owning Cost Evaluation. Within the
  context of the LCC analysis, the A factor measures the value to a
  transformer purchaser, in $/watt, of reducing no-load losses while the
  B factor measures the value, in $/watt, of reducing load losses. The
  purchase decision model developed by the Department mimics the likely
  choices that consumers make given the A and B values they assign to
  the transformer losses.


        Table IV.2.--Final Rule Inputs for the Shipments Analysis
------------------------------------------------------------------------
                                                           Changes for
             Input                 NOPR description        final rule
------------------------------------------------------------------------
Shipments data................  Third-party expert      No change.
                                 (HVOLT) for the year
                                 2001.
Shipments backcast............  For years 1977-2003,    No change.
                                 used Bureau of
                                 Economic Analysis'
                                 (BEA) manufacturing
                                 data for distribution
                                 transformers. Source:
                                 http://www.bea.doc.gov/bea/
 For

                                 years 1950-1976, used
                                 EIA's electricity
                                 sales data. Source:
                                 http://www.eia.doe.gov/emeu/
.

Shipments forecast............  Years 2002-2035: Based  Years 2010-2038:
                                 on AEO2005.             Based on
                                                         AEO2007.
Dry-type/liquid-immersed        Based on EIA's          Based on EIA's
 market shares.                  electricity sales       electricity
                                 data and AEO2005.       sales data and
                                                         AEO2007.
Regular replacement market....  Based on a survival     No change.
                                 function constructed
                                 from a Weibull
                                 distribution function
                                 normalized to produce
                                 a 32-year mean
                                 lifetime. Source:
                                 ORNL 6804/R1, The
                                 Feasibility of
                                 Replacing or
                                 Upgrading Utility
                                 Distribution
                                 Transformers During
                                 Routine Maintenance,
                                 page D-1.
Elasticities, liquid-immersed.  For liquid-immersed     No change.
                                 transformers.
                                 Low: 0.00....
                                 Medium: -0.04
                                 High: -0.20..
Elasticities, dry-type........  For dry-type            No change.
                                 transformers.
                                 Low: 0.00....
                                 Medium: -0.02
                                 High: -0.20..
------------------------------------------------------------------------


     Table IV.3.--Final Rule Inputs for the National Impact Analysis
------------------------------------------------------------------------
                                                           Changes for
             Input                 NOPR description        final rule
------------------------------------------------------------------------
Shipments.....................  Annual shipments from   No change.
                                 shipments model.
Implementation date of          Assumed to be 2010....  No change.
 standard.
Base case efficiencies........  Constant efficiency     No change.
                                 through 2035. Equal
                                 to weighted-average
                                 efficiency in 2010.
Standards case efficiencies...  Constant efficiency at  No change.
                                 the specified
                                 standard level from
                                 2007 to 2038.

[[Page 58200]]


Annual energy consumption per   Average rated           No change.
 unit.                           transformer losses
                                 are obtained from the
                                 LCC analysis, and are
                                 then scaled for
                                 different size
                                 categories, weighted
                                 by size market share,
                                 and adjusted for
                                 transformer loading
                                 (also obtained from
                                 the LCC analysis).
Total installed cost per unit.  Weighted-average        No change.
                                 values as a function
                                 of efficiency level
                                 (from LCC analysis).
Electricity expense per unit..  Energy and capacity     No change.
                                 savings for the two
                                 types of transformer
                                 losses are each
                                 multiplied by the
                                 corresponding average
                                 marginal costs for
                                 capacity and energy,
                                 respectively, for the
                                 two types of losses
                                 (marginal costs are
                                 from the LCC
                                 analysis).
Escalation of electricity       AEO2005 forecasts (to   Used AEO2007
 prices.                         2025) and               forecasts (to
                                 extrapolation for       2025) and
                                 2038 and beyond.        extrapolation
                                                         for 2038 and
                                                         beyond.
Electricity site-to-source      A time series           Updated
 conversion.                     conversion factor;      conversion
                                 includes electric       factors from
                                 generation,             NEMS.
                                 transmission, and
                                 distribution losses.
                                 Conversion varies
                                 yearly and is
                                 generated by DOE/
                                 EIA's National Energy
                                 Modeling System
                                 (NEMS) program.
Discount rates................  3% and 7% real........  Results for 4.2%
                                                         reported in
                                                         TSD.
Analysis year.................  Equipment and           Equipment and
                                 operating costs are     operating costs
                                 discounted to the       are discounted
                                 year of equipment       to year 2006.
                                 price data, 2004.
------------------------------------------------------------------------

A. Market and Technology Assessment

1. General
    The methodology DOE followed in the market and technology 
assessment was described in previous notices and is discussed in TSD 
Chapter 3. This is the section of the analysis where DOE typically 
discusses issues on the scope of coverage. DOE received a few comments 
on this topic, including comments regarding mining transformers, less-
flammable liquid-immersed transformers, refurbished transformers, and 
the waiver process. These comments are discussed in the following sub-
sections.
2. Mining Transformers
    The definition of a distribution transformer and thereby the scope 
of coverage of this rulemaking was finalized in the test procedure 
final rule, published on April 27, 2006. 71 FR 24975-24982, 24995-
24997. In that notice, DOE indicated that comments supporting an 
exclusion for mining transformers did not provide sufficient data and 
information on mining transformers to warrant an exclusion or separate 
treatment. 71 FR 24980-24981. In the August 2006 NOPR, DOE addressed 
the issue of mining transformers in the preamble. DOE decided not to 
exempt mining transformers under 42 U.S.C. 6291(35)(B)(iii)(I), noting 
that DOE lacked specific information and data on whether these 
transformers were likely to be used in general purpose applications or 
whether significant energy savings would result from applying standards 
to them. 71 FR 44365-44366.
a. Comments Requesting Exemption
    DOE received several comments calling for mining transformers to be 
exempt from any national efficiency standard. The Alaska Miners 
Association (AMA), Arch Coal, Brooks Run Mining (BRM), Control 
Transformer, Federal Pacific Transformer (FPT), HVOLT, NEMA, the 
National Mining Association (NMA), the Ohio Valley Coal Company (OVCC), 
Peabody Energy Corporation (PEC), PEMCO Corporation (PEMCO), and SMC 
Electrical Products (SMC), all called for mining transformers to be 
exempt from the national efficiency standard. These stakeholders 
identified a number of reasons for this request, including safety, 
minimal impact on energy savings, appropriateness of the representative 
efficiency rating loading point, and lack of guidance in the test 
procedure for measuring the efficiency of mining transformers that have 
more than one secondary output connection. (AMA, No. 118 at p. 1; Arch 
Coal, No. 115 at p. 1; BRM, No. 112 at p. 1; Control Transformer, No. 
142 at p. 1; FPT, No. 102 at pp. 1-3; Public Meeting Transcript, No. 
108.6 at p. 131; HVOLT, No. 141 at p. 5; NEMA, No. 125 at p. 3; NMA, 
No. 116 at pp. 1-2; OVCC, No. 151 at p. 1; PEC, No. 146 at p. 1; PEMCO, 
No. 130 at p. 2; SMC, No. 124 at pp. 1-2) FPT also submitted several 
mining transformer designs they prepared to support its request to 
exempt mining transformers from the standard. (FPT, No. 114 at pp. 1-
33) Howard Industries indicated that it would agree that mining 
transformers should be exempted if such transformers are ``exactly 
defined.'' (Howard, No. 143 at p. 5)
    NMA and the Ohio Valley Coal Company (OVCC) commented that safety 
was a concern and a reason for exempting mining transformers from 
Federal efficiency standards. NMA commented that size constraints and 
the need to move the transformers as the mining process advances 
necessitate special designs. NMA also stated that DOE needs to consider 
safety issues raised by the need to move transformers in mining 
operations. (NMA, No. 116 at pp. 1-2) OVCC also noted the importance of 
mining transformers being as small as possible, in part to prevent 
safety problems as these transformers have to be moved frequently. 
(OVCC, No. 151 at p. 1)
    Stakeholders also commented on the fact that they did not believe 
significant energy savings would result from DOE covering and 
regulating mining transformers. (Arch Coal, No. 115 at p. 1) AMA 
commented that mining transformers should be excluded based on the very 
large impact on the cost of equipment that will be incurred under 
standards and that this exclusion of mining transformers would have a 
minimal impact on energy savings. (AMA, No. 118 at pp. 1-2) NEMA 
commented that mining transformers account for considerably less than 
one percent of all distribution transformers, and that they are part of 
the medium-voltage, dry-type group of distribution transformers which 
has far less significant energy savings opportunities than liquid-
immersed transformers. (NEMA, No. 125 at p. 3) Federal Pacific 
estimated that, annually, the total market of mining transformers is 
approximately 969.1 megavolt-amperes (MVA), or about 1.15 percent of 
total

[[Page 58201]]

distribution transformer capacity. (FPT, No. 102 at p. 2) DOE notes 
that 969.1 MVA of shipped capacity represents approximately 20 percent 
of the medium-voltage, dry-type distribution transformer market, of 
which mining transformers are a subset.
    Arch Coal commented that mining transformers have large cores, and 
thus higher core losses when compared to general purpose distribution 
transformers. This puts mining transformers at a disadvantage for 
achieving efficiency levels measured at 35 percent and 50 percent of 
rated nameplate capacity. (Arch Coal, No. 115 at p. 1) SMC Electrical 
Products commented that the smaller heights and lower-than-typical 
impedance of mining transformers mean they contain more core steel and 
have increased losses when measured at 50 percent of nameplate load. 
(SMC, No. 124 at pp. 1-2) Control Transformer commented that mining 
transformers are usually size constrained (normally in the height), and 
therefore they have higher core losses than taller (standard) 
transformers. The core loss constitutes a critical portion of the 
efficiency rating, and may make the customer's dimensional constraints 
difficult, if not impossible, to achieve. Control Transformer also 
commented that very often impedance requirements are placed on these 
transformers, which adds another constraint to the design. (Control 
Transformer, No. 142 at p. 1) However, FPT commented at the workshop 
that it is possible to make mining transformers more efficient without 
sacrificing size. FPT notes that problems occur when the standard 
levels become really high, but they believe there might be some 
standard level that would be appropriate for mining transformers. 
(Public Meeting Transcript, No. 108.6 at p. 253) FPT also commented 
that mining transformers have different loading requirements than 
typical distribution transformers, and their loading requirements are 
dependent on the application. (Public Meeting Transcript, No. 108.6 at 
pp. 245 and 255) HVOLT commented that mining transformers are used at 
full load, and therefore may not be able to meet certain efficiency 
levels, when measured at lower loading points. (Public Meeting 
Transcript, No. 108.6 at p. 255) PEMCO Corporation estimates that 
mining transformers have loading of 100 percent or better. (Public 
Meeting Transcript, No. 108.6 at p. 255) However, one mining company, 
OVCC, commented that its transformers are lightly loaded. It noted that 
one of its mines has 30 mega-volt amperes (MVA) of dry-type transformer 
capacity installed, but only has an electrical demand of 7 MVA--meaning 
its transformers are lightly loaded and therefore would receive less 
benefit from mandatory energy efficiency standards. (OVCC, No. 151 at 
p. 1)
    Finally, the Department of Justice (DOJ), commented that it was 
concerned that the proposed standard level may adversely affect 
competition with respect to distribution transformers used in 
industries, such as underground coal mining. Consistent with 
stakeholders commenting on the proposed rule, DOJ highlighted the 
dimensional constraints imposed on mining transformers due to the 
operating environments into which they are installed. DOJ is concerned 
that these constraints contribute to higher costs than would otherwise 
be associated with transformers not subject to the same dimensional 
constraints. DOJ urged DOE to create an exception for distribution 
transformers used in industries with space constraints. (DOJ, No. 157 
at p. 2)
    In comments requesting that DOE provide an exemption for mining 
transformers, some comments referred simply to `mining transformers', 
while other comments referred more specifically to `underground mining 
transformers.' Considering the operating environments of these two 
types of distribution transformers, DOE does not believe that those 
transformers used in above-ground or open-pit mining operations are 
subject to the same physical constraints as those transformers 
installed in underground mining operations. DOE understands that both 
underground and above-ground mining transformers are distribution 
transformers,\11\ which serve a distribution function in the electrical 
systems of the mines in which they operate. The critical difference 
between these two types of transformers is that underground mining 
transformers must be able to fit into a tight (i.e., dimensionally 
constrained) space while above-ground mining transformers are designed 
to operate on the surface, and thus are not required to be manufactured 
to fit into a tunnel, shaft or other dimensionally constrained space. 
Mining transformers used in above-ground mining operations have 
considerably greater dimensional flexibility than transformers 
installed in underground mining operations. Therefore, DOE considers 
medium-voltage dry-type distribution transformers that are used in 
above-ground mining operations to be medium-voltage dry-type 
distribution transformers subject to the standards adopted by today's 
rule.
---------------------------------------------------------------------------

    \11\ The definition of the term `distribution transformer' is 
discussed in TSD Chapter 3, section 3.2. The definition in the Code 
of Federal Regulations (10 CFR section 431.192) is based on EPCA (42 
U.S.C. 6291(35)(A)).
---------------------------------------------------------------------------

    In the analysis for the proposed rule, DOE did not consider 
underground mining transformers as a separate product class. Rather, 
they were considered with all other medium-voltage dry-type 
transformers. However, based on comments received, DOE recognizes that 
underground mining transformers must comply with dimensional 
constraints, design requirements, and safety considerations that are 
different from those faced by other distribution transformers. DOE 
concludes that underground mining transformers have a distinct utility 
which limits the energy efficiency improvement potential possible for 
such distribution transformers. While more efficient underground mining 
transformers are technologically feasible, DOE does not have the data 
needed to estimate either the energy efficiency improvement potential 
or the cost of more efficient designs of underground mining 
transformers. DOE reviewed the underground mining transformer designs 
submitted (Federal Pacific, No. 114 at pp. 1-33) and the comments of a 
mining transformer design engineer at the public meeting (Public 
Meeting Transcript, No. 108.6 at p. 253), and believes that more 
efficient underground mining transformer designs are technologically 
feasible, but these comments didn't provide information on the extent 
of improvement possible. Furthermore, none of the comments requesting 
DOE exempt mining transformers provided an economic analysis 
demonstrating that efficiency standards for such transformers would not 
be cost-justified. Without engineering cost and efficiency data, DOE 
was not able to perform an analysis of the impacts of standards on 
underground mining transformers. Thus, DOE is not able to determine 
whether energy conservation standards for underground mining 
transformers are economically justified and would result in significant 
energy savings. Based on the above, DOE concludes that underground 
mining transformers are a class of medium-voltage dry-type distribution 
standards, and since DOE cannot determine whether standards would meet 
EPCA's statutory criteria, DOE is not setting standards for underground 
mining transformers at this time.
    In order that stakeholders understand which mining transformers are 
subject to standards being promulgated today and which mining 
transformers would

[[Page 58202]]

be subject to energy efficiency standards at some future date, DOE 
incorporated into today's rule a definition for underground mining 
distribution transformers. DOE received one comment from FPT with a 
draft, proposed definition which read: ``Mining transformers shall be 
considered to be installed underground in a mine, inside equipment for 
use in mines or as a component of equipment used for underground 
digging, tunneling or dredging operations. The nameplate shall identify 
transformer for such use only.'' (FPT, No. 102 at p. 3) DOE considered 
this definition, and researched technical sources for alternative 
definitions, including IEEE and the Mine Safety and Health 
Administration (MSHA), a division of the Department of Labor. Neither 
the IEEE nor MSHA have a definition for an underground mining 
distribution transformer. Based on consideration of the above comment, 
DOE adopts the following definition for an underground mining 
distribution transformer:

    Underground mining distribution transformer means a medium-
voltage dry-type distribution transformer that is built only for 
installation in an underground mine or inside equipment for use in 
an underground mine, and that has a nameplate which identifies the 
transformer as being for this use only.

    DOE recognizes that this definition for underground mining 
distribution transformers could be refined if DOE initiates a 
rulemaking proceeding that evaluates energy conservation standards for 
underground mining distribution transformers.
b. Mining Transformer Test Procedure Comments
    Arch Coal commented that mining transformers often have more than 
one secondary connection, and multiple options for secondary 
connections, making it impossible to test using DOE's test procedure, 
which provides no guidance for testing of multiple secondary 
transformers. (Arch Coal, No. 115 at p. 1) SMC noted that DOE's test 
procedure does not indicate how multiple winding transformers should be 
loaded for the test. (SMC, No. 124 at pp. 1-2) FPT also noted that 
mining transformers are normally designed with multiple secondary 
windings at different kVA ratings. FPT indicated that DOE would need to 
provide clarification in the test procedure on the appropriate overall 
kVA rating and efficiency standard that would apply to these 
transformers with multiple secondary windings. (FPT, No. 102 at pp. 1-
2)
    DOE appreciates these comments and notes that while DOE's test 
procedure contains a test method that can be used for transformers with 
multiple secondary connections, it doesn't set the conditions for 
testing such units. Based on comments received, DOE understands that 
transformers with multiple secondary connections are used solely in 
underground mining operations. Since underground mining transformers 
are not subject to the standards adopted in today's final rule, DOE 
doesn't need to amend its test procedures to address this issue at this 
time. Before DOE establishes standards for underground mining 
transformers, DOE will amend the test procedures to specify the testing 
conditions for these units. DOE understands that the energy efficiency 
of distribution transformers is generally related to kVA, and that 
larger kVA units generally have a higher efficiency. DOE could, for 
example, require that underground mining transformers be tested at the 
secondary connection that yields the highest kVA value.
3. Less-Flammable, Liquid-Immersed Transformers
    In the NOPR, DOE solicited comment on the issue of whether it 
should include liquid-immersed distribution transformers that are less 
flammable than most liquid-immersed models in the same product classes 
as medium-voltage, dry-type transformers. In developing and presenting 
the NOPR, DOE placed these less flammable liquid-immersed transformers 
in product classes with other liquid-immersed models, separate from the 
product classes for dry-type units (see TSD Chapter 3 for discussion on 
product classes).
    Cooper Power Systems commented that the less-flammable, liquid-
immersed transformers are used in the same applications as medium-
voltage, dry-type transformers and therefore should be held to the same 
efficiency standards. (Public Meeting Transcript, No. 108.6 at p. 91; 
Cooper, No. 154 at p. 2) Howard Industries commented that less-
flammable, liquid-immersed transformers should not be in the same 
product class as medium-voltage, dry-type transformers. Howard agrees 
that some less-flammable liquid-immersed transformers are used in some 
of the same applications as medium-voltage dry-type transformers, but 
many are used in applications that are not suitable for dry-type 
transformers and therefore would not be competing against a less 
efficient product. (Howard, No. 143 at p. 2)
    DOE believes that the issue raised by Cooper and Howard is 
essentially whether less-flammable, liquid-immersed transformers should 
be treated as a separate class of liquid-immersed transformers and held 
to the same standard as medium voltage dry-type transformers.
    EPCA provides DOE direction for establishing product classes. (42 
U.S.C. 6295(q)(1)) In general, when evaluating and establishing energy 
efficiency standards, DOE classifies covered products into classes by: 
(a) The type of energy used; or (b) the capacity or other performance-
related features that affect consumer utility or efficiency. In the 
July 2004 ANOPR, DOE concluded that the design of the transformer 
(i.e., dry-type or liquid-immersed) was a performance-related feature 
which affects the energy efficiency of the equipment. 69 FR 45385. 
Accordingly, DOE concludes that dry-type and liquid-immersed are 
separate classes of transformers. Id. Furthermore, while less-
flammable, liquid-immersed transformers may have distinct applications 
apart from other liquid-immersed transformers, DOE does not believe the 
less-flammable cooling fluid affects the energy efficiency potential of 
such transformers compared to liquid-immersed transformers using 
mineral oil.\12\ DOE understands that, depending on the cooling fluid 
used, less-flammable, liquid-immersed transformers can have the same 
energy efficiency potential as mineral oil cooled liquid-immersed 
transformers. (See TSD Section 5.3) Furthermore, DOE believes that all 
less-flammable, liquid-immersed transformers can meet the standards 
adopted today with any of the less-flammable cooling fluids currently 
used. Thus, considering the above, DOE concludes that less-flammable, 
liquid-immersed transformers have efficiency characteristics that are 
similar to other liquid-immersed transformers and, therefore, is not 
setting separate classes for less-flammable liquid-immersed 
transformers. As a result, less-flammable, liquid-immersed transformers 
must meet the same energy efficiency requirements as other liquid-
immersed transformers.
---------------------------------------------------------------------------

    \12\ Currently, mineral oil is the standard cooling fluid used 
in liquid-immersed distribution transformers.
---------------------------------------------------------------------------

4. Rebuilt or Refurbished Distribution Transformers
    In the August 2006 NOPR, DOE requested comment on its treatment of 
rebuilt or refurbished transformers and the potential impact on 
consumers, manufacturers, and national energy use

[[Page 58203]]

if these transformers were not covered by the standard. In the NOPR, 
DOE expressed doubt that its authority under EPCA extends to rebuilt or 
refurbished products or equipment. 71 FR 44366-44367. It also noted 
that throughout the program's history, DOE has not sought to regulate 
``used'' products that had been reconditioned or undergone major 
repairs. 71 FR 44367. However, DOE acknowledged that it could be argued 
that rebuilt transformers are ``manufactured'' again when they are 
rebuilt, and, therefore, under this argument, they could be classified 
as new distribution transformers subject to standards.
    DOE received numerous comments on the topic of rebuilt and 
refurbished transformers, reflecting a diverse range of views on this 
issue. The American Council for an Energy-Efficient Economy (ACEEE), 
BBF & Associates (BBF), and the Copper Development Association (CDA) 
all recommended that DOE cover and regulate rebuilt transformers. 
(ACEEE, No. 127 at p. 10; BBF, No. 122 at p. 2; CDA, No. 111 at p. 2) 
ERMCO, FPT, Howard Industries, HVOLT, NEMA, and NRDC all recommended 
that DOE cover and regulate both rebuilt and refurbished transformers. 
(ERMCO, No. 96 at p. 2; FPT, No. 102 at p. 3; Public Meeting 
Transcript, No. 108.6 at p. 90; Public Meeting Transcript, No. 108.6 at 
p. 82; Howard, No. 143 at p. 2; Public Meeting Transcript, No. 108.6 at 
pp. 47, 80, and 87; HVOLT, No. 144 at p. 4; NEMA, No. 125 at p. 3; 
Public Meeting Transcript, No. 108.6 at p. 81; NRDC, No. 117 at p. 12)
    ACEEE suggested regulating rebuilt transformers through a phased-in 
approach where rebuilt transformers become covered and regulated at a 
later time. (ACEEE, No. 127 at p. 10) NRDC commented that if DOE 
determines it does not have the authority under the current rule to 
regulate remanufactured transformers, then it should establish a new 
product class (remanufactured transformers) to regulate. NRDC 
encouraged DOE to regulate refurbished transformers, perhaps on the 
basis of organizing an informal, inclusive, consensus-seeking process. 
(Public Meeting Transcript, No. 108.6 at p. 81; NRDC, No. 117 at p. 12)
    NEMA commented that it believes DOE should establish, in its final 
rule, a mechanism to monitor whether rebuilt or refurbished 
transformers are being used as a means to circumvent the efficiency 
standard, and stated that DOE should consider covering and regulating 
such units, if necessary. (NEMA, No. 125 at p. 3) The California Energy 
Commission (CEC) commented that it believes if a transformer is resold 
into the marketplace, then it can be regulated. However, if it is 
remanufactured internally, the standard would not apply. (Public 
Meeting Transcript, No. 108.6 at p. 82)
    The Edison Electric Institute (EEI) supported DOE's proposal not to 
include used or refurbished transformers as part of the standard. EEI 
stated that EPCA does not include products that are used, refurbished, 
or rebuilt. It commented that any concern that customers will repair a 
product instead of buying a new, standards-compliant product applies to 
all regulated products, not just transformers. Furthermore, EEI noted 
that rebuilt transformers are only a small part of the market. (Public 
Meeting Transcript, No. 108.6 at p. 79) National Grid commented that it 
believes national standards should not apply to refurbished or rebuilt 
transformers. (NGrid, No. 138 at p. 2) Southern Company commented that 
it agrees DOE does not have the authority to regulate refurbished 
transformers. (Public Meeting Transcript, No. 108.6 at p. 64)
    DOE has carefully considered its authority to establish energy 
conservation standards for rebuilt and refurbished distribution 
transformers in light of these comments, and, as discussed below, 
concludes that its authority does not extend to rebuilt and refurbished 
products. The relevant statutory provisions are discussed below, as 
well as the agency's rationale in reaching this conclusion.
    Section 332 of EPCA provides that it shall be unlawful for any 
manufacturer or private labeler to distribute in commerce any new 
covered product which is not in conformity with an applicable energy 
conservation standard. (42 U.S.C. 6302(a)(5) (emphasis added)) \13\ 
Congress made section 332 applicable to distribution transformers in 
section 346(f)(1) of EPCA. (42 U.S.C. 6317(f)(1)) Section 332(b) 
defines ``new covered product'' to mean ``a covered product the title 
of which has not passed to a purchaser who buys such product for 
purposes other than (1) reselling such product, or (2) leasing such 
product for a period in excess of one year.'' (42 U.S.C. 6302(b)) That 
is, a new covered product is one for which the title has not passed to 
a consumer.\14\
---------------------------------------------------------------------------

    \13\ DOE only regulates equipment that is either specifically 
enumerated as ``covered equipment'' or is equipment for which DOE 
has been granted authority to regulate in another statutory 
provision. Section 346 of EPCA (42 U.S.C. 6317) grants DOE authority 
to regulate distribution transformers, without including the 
specific language designating them as ``covered equipment.'' The 
failure to include the words ``covered equipment'' in Section 346 of 
EPCA or to include distribution transformers in Section 340 of EPCA, 
which lists the covered equipment in Part C, does not mean that 
distribution transformers will not be treated as ``covered 
equipment'' for purposes of DOE exercising its regulatory authority.
    \14\ In the context of this discussion, the term ``consumer'' is 
used to identify a product's end user; e.g., ``consumer'' does not 
include a party that takes title of a product solely for the purpose 
of resale or for leasing the product for less than a year.
---------------------------------------------------------------------------

    DOE believes that the definition of ``new covered product'' in 
section 332 is ambiguous on the question of whether a rebuilt or 
refurbished distribution transformer is subject to DOE's authority to 
set energy conservation standards. On this point, DOE notes that 
section 332 does not expressly provide that ``new covered product'' 
means a new product the title of which is transferred by the original 
manufacturer to an original owner. Conversely, the definition of ``new 
covered product'' does not expressly exclude substantially 
remanufactured products that are subsequently resold (i.e., a product 
sold or disposed of by the original owner that is rebuilt or 
refurbished by an entity which resells it to another person). In order 
to resolve this ambiguity regarding DOE's authority to regulate rebuilt 
and refurbished distribution transformers, DOE considered both 
congressional intent and the nature of the existing distribution 
transformer market.
    There is no legislative history that reflects Congress's intent. 
However, DOE views the way Congress chose to define ``new covered 
product'' in EPCA as the strongest indicator that the term was not 
intended to apply to rebuilt or refurbished products. Specifically, it 
is unlikely that Congress would have made transfer of ``title'' the 
test of whether a product was ``new'' if it intended to cover rebuilt 
or refurbished products. The most reasonable interpretation of the 
statutory definition is that Congress intended that this provision 
apply to newly manufactured products the title of which has not passed 
for the first time to a consumer of the product. Such interpretation 
provides certainty and clarity for the regulated entities subject to 
these statutory provisions.
    In addition, if DOE were to interpret ``new covered product'' as 
applying to other than newly manufactured products EPCA's testing and 
labeling provisions would be much harder to implement and enforce. 
Identifying ``manufacturers'' under such an interpretation likely would 
be difficult \15\ and it also likely would be

[[Page 58204]]

difficult for DOE to distinguish between rebuilt products that are not 
covered and those products that were so extensively rebuilt as to be 
considered ``new'', and therefore subject to these provisions.
---------------------------------------------------------------------------

    \15\ For example, a business that rebuilds or remanufactures 
products, instead of reselling them and transferring title, could 
operate as a repair facility for consumers who already own the used 
products. The business would simply rebuild the product for a fee 
and return it to the owner; there would be no transfer of title.
---------------------------------------------------------------------------

    In terms of the existing distribution transformer market, DOE 
understands that rebuilt and refurbished transformers typically are 
either: (1) A product sold by the original manufacturer or private 
labeler, which after purchase by a consumer, is then modified and 
resold by another party; or (2) a product that following purchase by a 
consumer is modified and retained by that consumer. For the above-
stated reasons, DOE concludes that rebuilt and refurbished distribution 
transformers are not ``new covered products'' under EPCA, and 
therefore, are not subject to DOE's energy conservation standards or 
test procedures.\16\ With respect to the first scenario, upon transfer 
of the title of the distribution transformer to the consumer, the 
distribution transformer is no longer a new covered product, therefore, 
not subject to DOE regulations even if it is subsequently re-sold. 
Similarly, with respect to distribution transformers that are 
refurbished or rebuilt for or by the consumer (i.e., they are not re-
sold), DOE lacks authority over those transformers because they are 
neither ``new'' covered products nor distributed in commerce. 
Furthermore, if refurbished or rebuilt transformers that are sold to 
another party were covered but not those that are refurbished or 
rebuilt for the consumer, DOE believes this would likely create an 
inequity that Congress would not have intended since a purpose of EPCA 
was to establish a single national standard, not multiple standards for 
the same product.
---------------------------------------------------------------------------

    \16\ DOE notes that de minimis use of used or recycled parts 
would not make a ``new product'' into a used product.
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    As discussed above, for distribution transformers in particular, 
DOE understands that at present, rebuilt transformers are only a small 
part of today's market. If conditions change--for example, if rebuilt 
transformers become a larger share of the transformer market in 
response to the energy conservation standards adopted today (e.g., 
there is a significant increase in the purchase of rebuilt or 
refurbished transformers), DOE would consider appropriate action at 
that time.
5. Uninterruptible Power System Transformers
    The Energy Policy Act of 2005 (EPACT 2005) exempted 
``Uninterruptible Power System transformer'' from the definition of 
``distribution transformer.'' (42 U.S.C. 6291(35)(B)(ii)) DOE indicated 
when it adopted the EPACT 2005 efficiency requirements for low-voltage 
dry-type distribution transformers that it believed the name of this 
exemption contained a clerical error. 70 FR 60408 (October 18, 2005). 
DOE stated in the October 2005 final rule notice that it intended to 
make corrections where necessary to the statutory language, and gave 
the following example: ``the definition of ``distribution transformer'' 
in section 135(a)(2)(B) of EPACT 2005 uses the term ``Uninterruptible 
Power System transformer'' instead of ``Uninterruptible Power Supply 
transformer.'' DOE later codified the name change of UPS from 
``System'' to ``Supply'' in the distribution transformer test procedure 
final rule, and it noted ``DOE is amending its definition of 
distribution transformer to correct use of * * * UPS transformers 
[which] are commonly referred to as ``Uninterruptible Power Supply 
transformers,'' not ``Uninterruptible Power System transformers.'' 71 
FR 24977 (April 27, 2006).
    In the April 2006 final rule notice, DOE also adopted the following 
definition of an ``uninterruptible power supply transformer'': 
``Uninterruptible Power Supply transformer means a transformer that 
supplies power to an uninterruptible power system, which in turn 
supplies power to loads that are sensitive to power failure, power 
sags, over voltage, switching transients, line noise, and other power 
quality factors.'' 71 FR 24997; 10 CFR section 431.192. This 
definition, matches the definition of ``Uninterruptible Power Supply 
transformer'' as published in NEMA TP 2-2005 ``Standard Test Method for 
Measuring the Energy Consumption of Distribution Transformers.''
    In a comment submitted to DOE in this rulemaking, NEMA expressed 
its concern that DOE's revision of the term used for this exemption and 
the definition of the term, had introduced some confusion as to the 
applicability of this exemption. (NEMA, No. 174 at p. 2) NEMA requests 
that DOE change the name of this exemption from ``Uninterruptible Power 
Supply transformer'' back to the original name, as it appeared in EPACT 
2005--``Uninterruptible Power System transformer.'' (NEMA, No. 174 at 
p. 2) NEMA also asked that DOE revise the definition associated with 
uninterruptible power system transformers, to clarify that the 
exemption applies to transformers incorporated into uninterruptible 
power systems rather than supplying power to them. (NEMA, No. 174 at p. 
2)
    In the rulemaking in which it codified the exclusion of 
``Uninterruptible Power Supply transformer'' from the definition of 
``distribution transformer,'' DOE received no comments about either the 
exclusion or use of this term or DOE's definition of the term. In the 
supplemental notice of proposed rulemaking (SNOPR) in which it had 
proposed the exclusion, DOE stated that ``an uninterruptible power 
supply transformer is not a distribution transformer'' and that ``[i]t 
is used as part of the electric supply system for sensitive equipment 
that cannot tolerate system interruptions or distortions, and 
counteracts such irregularities.'' 69 FR 45505, 45512 (July 29, 2004). 
DOE sees no reason to modify the term ``Uninterruptible Power Supply 
transformer'' in its regulations, or to completely revise its 
definition of this term. Nonetheless, DOE recognizes that, in 
characterizing an uninterruptible power supply transformer as one that 
``supplies power to'' an uninterruptible power system, 10 CFR 431.192, 
DOE's definition may be confusing and slightly inconsistent with its 
description in the SNOPR of this type of transformer. Therefore, to 
make the definition consistent with its expressed intent in the SNOPR, 
to which there was no objection, in today's rule DOE is clarifying its 
definition of ``Uninterruptible Power Supply transformer'' by replacing 
the phrase ``supplies power to'' with ``is used within.'' This 
modification does not expand or reduce the intended group of 
Uninterruptible Power Supply transformers that DOE wishes to exempt 
from its standard. Rather, this change provides greater clarity of the 
scope of this exemption.

B. Engineering Analysis

    For the engineering analysis, which established the relationship 
between cost and efficiency for certain distribution transformer kVA 
ratings considered in this rulemaking, DOE continued to use transformer 
design software developed for the rulemaking by Optimized Program 
Service (OPS). DOE verified the findings of this software by comparing 
designs during manufacturer interviews, and through a testing and 
teardown analysis of six transformers. Chapter 5 of the TSD contains 
detailed discussion on the

[[Page 58205]]

methodology followed for the engineering analysis.

C. Life-Cycle Cost and Payback Period Analysis

    The LCC is the total customer cost over the life of the equipment, 
including purchase expense and operating costs (including energy 
expenditures and maintenance). To compute the LCC, DOE summed the 
installed price of a transformer and the discounted annual future 
operating costs over the lifetime of the equipment. The PBP is the 
change in purchase expense due to an increased efficiency standard 
divided by the change in first-year operating cost that results from 
the standard. DOE expresses PBP in years. The data inputs to the PBP 
calculation are the purchase expense (otherwise known as the total 
installed consumer cost or first cost) and the annual operating costs 
for each selected design. The inputs to the transformer purchase 
expense are the equipment price and the installation cost, with 
appropriate markups to reflect price increases as the transformer 
passes through the distribution channel. The inputs to the operating 
costs are the annual energy consumption and the electricity price. The 
PBP calculation uses the same inputs as the LCC analysis but, since it 
is a simple payback, the operating cost is for the year the standard 
takes effect, assumed to be 2010.
    For each efficiency level DOE analyzed, the LCC analysis required 
input data for the total installed cost of the equipment, the operating 
cost, and the discount rate. Equipment price, installation cost, and 
baseline and standard design selection affect the installed cost of the 
equipment. Transformer loading, load growth, power factor, annual 
energy use and demand, electricity costs, electricity price trends, and 
maintenance costs affect the operating cost. The effective date of the 
standard, the discount rate, and the lifetime of equipment affect the 
calculation of the present value of annual operating cost savings from 
a proposed standard.
    The following sections contain brief discussions of comments on the 
inputs and key assumptions of DOE's LCC analysis and explain how DOE 
took these comments into consideration.
1. Inputs Affecting Installed Cost
a. Installation Costs
    Higher efficiency distribution transformers tend to be larger and 
heavier than less efficient designs. DOE therefore included the 
increased cost of installing larger, heavier transformers as a 
component of the first cost of more efficient transformers. In the 
NOPR, DOE presented the installation cost model and solicited comment 
from stakeholders. For details of the installation cost calculations, 
see TSD section 7.3.1.
    In response to both the NOPR and the NODA, many stakeholders 
commented that it is important for DOE to take into consideration the 
costs and reliability impacts of installing transformers in space-
constrained situations. ACEEE recommended that DOE factor into its 
calculations space-constraint costs, based on the percentage of 
transformers that will necessitate modification of the vaults in which 
they are installed and the average cost for such modifications. (Public 
Meeting Transcript, No. 108.6 at pp. 130-131) EEI noted that DOE's 
analysis should include a space occupancy factor, although it might be 
hard to estimate. (Public Meeting Transcript, No. 108.6 at p. 129) In 
addition, EEI expressed concern regarding size and weight implications 
for the reliability and cost of the transformer, especially for TSL4, 
noting that, for pole-mounted transformers, more weight will increase 
the stress on poles and noting that manufacturers doubt that they can 
produce all equipment needed at TSL4. (Public Meeting Transcript, No. 
108.6 at p. 31) HVOLT recommended that the analysis account for volume 
and weight in a mathematical equation to account for space occupancy 
costs. (Public Meeting Transcript, No. 108.6 at p. 129) NEMA commented 
that, with higher standards, manufacturers may use lower quality steel 
and switch from copper to aluminum, and that this may increase the 
weight and/or size of transformers. (Public Meeting Transcript, No. 
108.6 at p. 132) Metglas commented that transformers are smaller and 
lighter than those made 30-40 years ago, and stated that there will not 
be an issue with size and weight of amorphous core transformers. 
(Metglas, No. 144 at p. 3)
    DOE responded to the comments raised regarding space-constraint 
implications for installation costs by formulating a method and a cost 
equation for estimating the economic impacts of space constraints and 
issuing a NODA that solicited comments on the method and equations 
proposed for evaluating such costs. 72 FR 6186-6190. DOE then performed 
a subgroup analysis of space-constrained vault transformers, for which 
DOE modeled potential standards-induced vault modification costs with 
an appropriate equation that included both fixed and volume-dependent 
variable components. The results of this analysis are detailed in 
Chapter 11 of the TSD, and DOE took these costs into consideration in 
the selection of the standard level for this rule.
b. Baseline and Standard Design Selection
    A major factor in estimating the economic impact of a proposed 
standard is the selection of transformer designs in the base case and 
standards case scenarios. A key issue in the selection process is the 
degree to which transformer purchasers take into consideration the cost 
of transformer losses (A and B factors) when choosing a transformer 
(i.e., whether they ``evaluate''), both before and after the 
implementation of a standard. The purchase-decision model in the LCC 
spreadsheet selects which of the hundreds of designs in the engineering 
database are likely to be selected by transformer purchasers. The LCC 
transformer selection process is discussed in detail in TSD Chapter 8, 
section 8.2.
    DOE received several comments regarding the fraction of transformer 
purchasers that evaluate distribution transformer electrical losses 
before purchase and how transformer purchasers evaluate these losses. 
HVOLT estimates that 20 percent of the market for medium-voltage, dry-
type transformers evaluates and places a value of $3.00/watt on loss 
evaluation, while the market share of transformers meeting TP 1 levels 
for liquid-immersed transformers is 75 to 80 percent. (Public Meeting 
Transcript, No. 108.6 at p. 216) NEMA commented that 10 years ago there 
was a trend where customers bought cheaper and less efficient 
transformers every year due to less loss evaluation, but that the 
market has turned around and now an increasing percentage of customers 
are buying the more efficient TP 1 transformers. NEMA also noted that 
the shipments data it has submitted over the years to DOE have shown 
this changing trend. (Public Meeting Transcript, No. 108.6 at p. 220; 
NEMA, No. 125 at p. 3)
    In response to these comments, DOE developed its baseline market 
model using the most detailed and reliable data available. This 
included data that NEMA supplied providing TP 1 transformer market 
shares, in addition to publicly available data regarding evaluation 
parameters used by distribution transformer purchasers. For the final 
rule, DOE set average A and B values of 3.85 and 1.16 $/watt 
respectively for design lines 1, 2 and 4, and average A and B values of 
3.85 and 1.93 $/watt for design lines 3 and 5. These slight adjustments 
to the

[[Page 58206]]

evaluation parameters for the small transformers (i.e., design lines 1, 
2, and 4) versus the large transformers (i.e., design lines 3 and 5) 
were made because these two types of transformers have different load 
profiles, which necessitate different loss valuations. DOE determined 
the loss valuation variation for small versus large transformers 
through its analysis of publicly available data on loss valuations 
which indicated differences as a function of transformer capacity. 
Estimation of the A and B values is discussed in detail in TSD Chapter 
8, section 8.3.1.
2. Inputs Affecting Operating Costs
a. Transformer Loading
    Transformer loading is an important factor in determining which 
types of transformer designs will deliver a specified efficiency, and 
for calculating transformer losses. Transformer losses have two 
components: no-load losses and load losses. No-load losses are 
independent of the load on the transformer, while load losses depend 
approximately on the square of the transformer loading. Because load 
losses increase with the square of the loading, there is a particular 
concern that, during times of peak system load, load losses can impact 
system capacity costs and reliability. For the final rule, DOE made a 
slight technical adjustment to the loading model for liquid-immersed 
transformers by relying on the more comprehensive 1995 Commercial 
Building Energy Consumption Survey data for the relationship between 
peak and average loads as a function of transformer size rather than 
the older, regionally specific End-Use Load and Consumer Assessment 
Program data used in the NOPR analysis. TSD Chapter 6 provides details 
of DOE's transformer loading models.
    Stakeholders appeared to generally agree with DOE's technical 
approach to evaluating loading, although HVOLT commented that DOE 
should mathematically evaluate the loading of single-phase and three-
phase transformers the same way. (Public Meeting Transcript, No. 108.6 
at p. 151)
    Because of greater load diversity and based on an analysis of 
building load data described in Chapter 6 of the TSD, DOE generally 
estimated the loading on larger transformers as greater than the 
loading for smaller transformers, although DOE did in this rule set 
efficiency levels for single-phase and three-phase transformers as 
equal when the capacity per phase for the two different types of 
transformers is equal.
b. Load Growth
    The LCC takes into account the projected operating costs for 
distribution transformers many years into the future. This projection 
requires an estimate of how, if at all, the electrical load on 
transformers will change over time (i.e., load growth). In the NOPR 
analysis, for dry-type transformers, DOE assumed no load growth, while 
for liquid-immersed transformers, DOE used as the default scenario a 
one-percent-per-year load growth. It applied the load growth factor to 
each transformer beginning in 2010, the expected effective date of the 
standard. To explore the LCC sensitivity to variations in load growth, 
DOE included in the model the ability to examine scenarios with zero 
percent, one percent, and two percent load growth. Load growth is 
discussed in detail in TSD Chapter 8, section 8.3.6.
    DOE received substantial comment regarding its load growth 
assumptions. CDA commented that it is entirely reasonable to deduce 
that peak power per dwelling increases, and thus transformer loading 
also increases over time, as people add home theaters, home offices, 
appliances, and air conditioning to existing dwellings. (CDA, No. 111 
at p. 2) EEI commented that load growth on transformers may be from 
zero to half of a percent per year. (Public Meeting Transcript, No. 
108.6 at pp. 147-148) HVOLT commented that after transformers are 
installed in a residential area wi