[Code of Federal Regulations]
[Title 10, Volume 3]
[Revised as of January 1, 2005]
From the U.S. Government Printing Office via GPO Access
[CITE: 10CFR431.36]

[Page 313-327]
 
                            TITLE 10--ENERGY
 
                    CHAPTER II--DEPARTMENT OF ENERGY
 
PART 431_ENERGY EFFICIENCY PROGRAM FOR CERTAIN COMMERCIAL AND INDUSTRIAL 
EQUIPMENT--Table of Contents
 
                        Subpart B_Electric Motors
 
Sec. 431.36  Compliance Certification.

    (a) General. Beginning April 26, 2003, a manufacturer or private 
labeler shall not distribute in commerce any basic model of an electric 
motor which is subject to an energy efficiency standard set forth in 
this subpart unless it has submitted to the Department a Compliance 
Certification certifying, in accordance with the provisions of this 
section, that the basic model meets the requirements of the applicable 
standard. The representations in the Compliance Certification must be 
based upon the basic model's energy efficiency as determined in 
accordance with the applicable requirements of this subpart. This means, 
in part, that either:
    (1) The representations as to the basic model must be based on use 
of a certification organization; or
    (2) Any testing of the basic model on which the representations are 
based must be conducted at an accredited laboratory.
    (b) Required contents--(1) General representations. Each Compliance 
Certification must certify that:
    (i) The nominal full load efficiency for each basic model of 
electric motor distributed is not less than the minimum nominal full 
load efficiency required for that motor by Sec. 431.25;
    (ii) All required determinations on which the Compliance 
Certification is based were made in compliance with the applicable 
requirements prescribed in this subpart;
    (iii) All information reported in the Compliance Certification is 
true, accurate, and complete; and

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    (iv) The manufacturer or private labeler is aware of the penalties 
associated with violations of the Act and the regulations thereunder, 
and of 18 U.S.C. 1001 which prohibits knowingly making false statements 
to the Federal Government.
    (2) Specific data. (i) For each rating of electric motor (as the 
term ``rating'' is defined in the definition of basic model) which a 
manufacturer or private labeler distributes, the Compliance 
Certification must report the nominal full load efficiency, determined 
pursuant to Sec. Sec. 431.16 and 431.17, of the least efficient basic 
model within that rating.
    (ii) The Compliance Certification must identify the basic models on 
which actual testing has been performed to meet the requirements of 
Sec. 431.17.
    (iii) The format for a Compliance Certification is set forth in 
appendix C of this subpart.
    (c) Optional contents. In any Compliance Certification, a 
manufacturer or private labeler may at its option request that DOE 
provide it with a unique Compliance Certification number (``CC number'') 
for any brand name, trademark or other label name under which the 
manufacturer or private labeler distributes electric motors covered by 
the Certification. Such a Compliance Certification must also identify 
all other names, if any, under which the manufacturer or private labeler 
distributes electric motors, and to which the request does not apply.
    (d) Signature and submission. A manufacturer or private labeler must 
submit the Compliance Certification either on its own behalf, signed by 
a corporate officer of the company, or through a third party (for 
example, a trade association or other authorized representative) acting 
on its behalf. Where a third party is used, the Compliance Certification 
must identify the official of the manufacturer or private labeler who 
authorized the third party to make representations on the company's 
behalf, and must be signed by a corporate official of the third party. 
The Compliance Certification must be submitted to the Department by 
certified mail, to Department of Energy, Assistant Secretary for Energy 
Efficiency and Renewable Energy, Building Technologies (EE-2J), 
Forrestal Building, 1000 Independence Avenue, SW., Washington, DC 20585-
0121.
    (e) New basic models. For electric motors, a Compliance 
Certification must be submitted for a new basic model only if the 
manufacturer or private labeler has not previously submitted to DOE a 
Compliance Certification, that meets the requirements of this section, 
for a basic model that has the same rating as the new basic model, and 
that has a lower nominal full load efficiency than the new basic model.
    (f) Response to Compliance Certification; Compliance Certification 
Number (CC number)--(1) DOE processing of Certification. Promptly upon 
receipt of a Compliance Certification, the Department will determine 
whether the document contains all of the elements required by this 
section, and may, in its discretion, determine whether all or part of 
the information provided in the document is accurate. The Department 
will then advise the submitting party in writing either that the 
Compliance Certification does not satisfy the requirements of this 
section, in which case the document will be returned, or that the 
Compliance Certification satisfies this section. The Department will 
also advise the submitting party of the basis for its determination.
    (2) Issuance of CC number(s). (i) Initial Compliance Certification. 
When DOE advises that the initial Compliance Certification submitted by 
or on behalf of a manufacturer or private labeler is acceptable, either:
    (A) DOE will provide a single unique CC number, ``CC--,'' to the 
manufacturer or private labeler, and such CC number shall be applicable 
to all electric motors distributed by the manufacturer or private 
labeler, or
    (B) When required by paragraph (f)(3) of this section, DOE will 
provide more than one CC number to the manufacturer or private labeler.
    (ii) Subsequent Compliance Certification. When DOE advises that any 
other Compliance Certification is acceptable, it will provide a unique 
CC number for any brand name, trademark or other name when required by 
paragraph (f)(3) of this section.

[[Page 315]]

    (iii) When DOE declines to provide a CC number as requested by a 
manufacturer or private labeler in accordance with Sec. 431.36(c), DOE 
will advise the requester of the reasons for such refusal.
    (3) Issuance of two or more CC numbers. (i) DOE will provide a 
unique CC number for each brand name, trademark or other label name for 
which a manufacturer or private labeler requests such a number in 
accordance with Sec. 431.36(c), except as follows. DOE will not provide 
a CC number for any brand name, trademark or other label name
    (A) For which DOE has previously provided a CC number, or
    (B) That duplicates or overlaps with other names under which the 
manufacturer or private labeler sells electric motors.
    (ii) Once DOE has provided a CC number for a particular name, that 
shall be the only CC number applicable to all electric motors 
distributed by the manufacturer or private labeler under that name.
    (iii) If the Compliance Certification in which a manufacturer or 
private labeler requests a CC number is the initial Compliance 
Certification submitted by it or on its behalf, and it distributes 
electric motors not covered by the CC number(s) DOE provides in response 
to the request(s), DOE will also provide a unique CC number that shall 
be applicable to all of these other motors.

    Appendix A to Subpart B of 10 CFR Part 431, Policy Statement for 
  Electric Motors Covered Under the Energy Policy and Conservation Act

    This is a reprint of a policy statement which was published on 
November 5, 1997 at 62 FR 59978.

Policy Statement for Electric Motors Covered Under the Energy Policy and 
                            Conservation Act

                             I. Introduction

    The Energy Policy and Conservation Act (EPCA), 42 U.S.C. 6311, et 
seq., establishes energy efficiency standards and test procedures for 
certain commercial and industrial electric motors manufactured (alone or 
as a component of another piece of equipment) after October 24, 1997, 
or, in the case of an electric motor which requires listing or 
certification by a nationally recognized safety testing laboratory, 
after October 24, 1999.\1\ EPCA also directs the Department of Energy 
(DOE or Department) to implement the statutory test procedures 
prescribed for motors, and to require efficiency labeling of motors and 
certification that covered motors comply with the standards.
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    \1\ The term ``manufacture'' means ``to manufacture, produce, 
assemble or import.'' EPCA Sec. 321(10). Thus, the standards apply to 
motors produced, assembled, imported or manufactured after these 
statutory deadlines.
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    Section 340(13)(A) of EPCA defines the term ``electric motor'' based 
essentially on the construction and rating system in the National 
Electrical Manufacturers Association (NEMA) Standards Publication MG1. 
Sections 340(13)(B) and (c) of EPCA define the terms ``definite purpose 
motor'' and ``special purpose motor,'' respectively, for which the 
statute prescribes no efficiency standards.
    In its proposed rule to implement the EPCA provisions that apply to 
motors (61 FR 60440, November 27, 1996), DOE has proposed to clarify the 
statutory definition of ``electric motor,'' to mean a machine which 
converts electrical power into rotational mechanical power and which: 
(1) Is a general purpose motor, including motors with explosion-proof 
construction \2\; (2) is a single speed, induction motor; (3) is rated 
for continuous duty operation, or is rated duty type S-1 (IEC) \3\; (4) 
contains a squirrel-cage or cage (IEC) rotor; (5) has foot-mounting, 
including foot-mounting with flanges or detachable feet; (6) is built in 
accordance with NEMA T-frame dimensions, or IEC metric equivalents 
(IEC); (7) has performance in accordance with NEMA Design A or B 
characteristics, or equivalent designs such as IEC Design N (IEC); and 
(8) operates on polyphase alternating current 60-Hertz sinusoidal power, 
and is (i) rated 230 volts or 460 volts, or both, including any motor 
that is rated at multi-voltages that include 230 volts or 460

[[Page 316]]

volts, or (ii) can be operated on 230 volts or 460 volts, or both.
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    \2\ Section 342(b)(1) of EPCA recognizes that EPCA's efficiency 
standards cover ``motors which require listing or certification by a 
nationally recognized safety testing laboratory.'' This applies, for 
example, to explosion-proof motors which are otherwise general purpose 
motors.
    \3\ Terms followed by the parenthetical ``IEC'' are referred to in 
the International Electrotechnical Commission (IEC) Standard 34-1. Such 
terms are included in DOE's proposed definition of ``electric motor'' 
because DOE believes EPCA's efficiency requirements apply to metric 
system motors that conform to IEC Standard 34, and that are identical or 
equivalent to motors constructed in accordance with NEMA MG1 and covered 
by the statute.
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    Notwithstanding the clarification provided in the proposed rule, 
there still appears to be uncertainty as to which motors EPCA covers. It 
is widely understood that the statute covers ``general purpose'' motors 
that are manufactured for a variety of applications, and that meet 
EPCA's definition of ``electric motor.'' Many modifications, however, 
can be made to such generic motors. Motor manufacturers have expressed 
concern as to precisely which motors with such modifications are covered 
under the statute, and as to whether manufacturers will be able to 
comply with the statute by October 25, 1997 with respect to all of these 
covered motors. Consequently, motor manufacturers have requested that 
the Department provide additional guidance as to which types of motors 
are ``electric motors,'' ``definite purpose motors,'' and ``special 
purpose motors'' under EPCA. The policy statement that follows is based 
upon input from motor manufacturers and energy efficiency advocates, and 
provides such guidance.

    II. Guidelines for Determining Whether a Motor Is Covered by EPCA

                               A. General

    EPCA specifies minimum nominal full-load energy efficiency standards 
for 1 to 200 horsepower electric motors, and, to measure compliance with 
those standards, prescribes use of the test procedures in NEMA Standard 
MG1 and Institute of Electrical and Electronics Engineers, Inc., (IEEE) 
Standard 112. In DOE's view, as stated in Assistant Secretary Ervin's 
letter of May 9, 1996, to NEMA's Malcolm O'Hagan, until DOE's 
regulations become effective, manufacturers can establish compliance 
with these EPCA requirements through use of competent and reliable 
procedures or methods that give reasonable assurance of such compliance. 
So long as these criteria are met, manufacturers may conduct required 
testing in their own laboratories or in independent laboratories, and 
may employ alternative correlation methods (in lieu of actual testing) 
for some motors. Manufacturers may also establish their compliance with 
EPCA standards and test procedures through use of third party 
certification or verification programs such as those recognized by 
Natural Resources Canada. Labeling and certification requirements will 
become effective only after DOE has promulgated a final rule prescribing 
such requirements.
    Motors with features or characteristics that do not meet the 
statutory definition of ``electric motor'' are not covered, and 
therefore are not required to meet EPCA requirements. Examples include 
motors without feet and without provisions for feet, and variable speed 
motors operated on a variable frequency power supply. Similarly, multi 
speed motors and variable speed motors, such as inverter duty motors, 
are not covered equipment, based on their intrinsic design for use at 
variable speeds. However, NEMA Design A or B motors that are single 
speed, meet all other criteria under the definitions in EPCA for covered 
equipment, and can be used with an inverter in variable speed 
applications as an additional feature, are covered equipment under EPCA. 
In other words, being suitable for use on an inverter by itself does not 
exempt a motor from EPCA requirements.
    Section 340(13)(F) of EPCA, defines a ``small electric motor'' as 
``a NEMA general purpose alternating current single-speed induction 
motor, built in a two-digit frame number series in accordance with NEMA 
Standards Publication MG 1-1987.'' Section 346 of EPCA requires DOE to 
prescribe testing requirements and efficiency standards only for those 
small electric motors for which the Secretary determines that standards 
are warranted. The Department has not yet made such a determination.

                         B. Electrical Features

    As noted above, the Department's proposed definition of ``electric 
motor'' provides in part that it is a motor that ``operates on polyphase 
alternating current 60-Hertz sinusoidal power, and * * * can be operated 
on 230 volts or 460 volts, or both.'' In DOE's view, ``can be operated'' 
implicitly means that the motor can be operated successfully. According 
to NEMA Standards Publication MG1-1993, paragraph 12.44, ``Variations 
from Rated Voltage and Rated Frequency,'' alternating-current motors 
must operate successfully under running conditions at rated load with a 
variation in the voltage or the frequency up to the following: Plus or 
minus 10 percent of rated voltage, with rated frequency for induction 
motors; \4\ plus or minus 5 percent of rated frequency, with rated 
voltage; and a combined variation in voltage and frequency of 10 percent 
(sum of absolute values) of the rated values, provided the frequency 
variation does not exceed plus or minus 5 percent of rated frequency. 
DOE believes that, for purposes of determining whether a motor meets 
EPCA's definition of ``electric motor,'' these criteria should be used 
to determine when a motor that is not rated at 230 or 460 volts or 60 
Hertz can be operated at such voltage and frequency.\5\
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    \4\ For example, a motor that is rated at 220 volts should operate 
successfully on 230 volts, since 220 + .10(220) = 242 volts. A 208 volt 
motor, however, would not be expected to operate successfully on 230 
volts, since 208 + .10(208) = 228.8 volts.
    \5\ The Department understands that a motor that can operate at such 
voltage and frequency, based on variations defined for successful 
operation, will not necessarily perform in accordance with the industry 
standards established for operation at the motor's rated voltage and 
frequency. In addition, under the test procedures prescribed by EPCA, 
motors are to be tested at their rated values. Therefore, in DOE's view 
a motor that is not rated for 230 or 460 volts, or 60 Hertz, but that 
can be successfully operated at these levels, must meet the energy 
efficiency requirements at its rated voltage(s) and frequency. DOE also 
notes that when a motor is rated to include a wider voltage range that 
includes 230/460 volts, the motor should meet the energy efficiency 
requirements at 230 volts or 460 volts.

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    NEMA Standards Publication MG1 categorizes electrical modifications 
to motors according to performance characteristics that include locked 
rotor torque, breakdown torque, pull-up torque, locked rotor current, 
and slip at rated load, and assigns design letters, such as Design A, B, 
C, D, or E, to identify various combinations of such electrical 
performance characteristics. Under Section 340(13)(A) of EPCA, electric 
motors subject to EPCA efficiency requirements include only motors that 
fall within NEMA ``Design A and B * * * as defined in [NEMA] Standards 
Publication MG1-1987.'' As to locked rotor torque, for example, MG1 
specifies a minimum performance value for a Design A or B motor of a 
given speed and horsepower, and somewhat higher minimum values for 
Design C and D motors of the same speed and horsepower. The Department 
understands that, under MG1, the industry classifies a motor as Design A 
or B if it has a locked rotor torque at or above the minimum for A and B 
but below the minimum for Design C, so long as it otherwise meets the 
criteria for Design A or B. Therefore, in the Department's view, such a 
motor is covered by EPCA's requirements for electric motors. By contrast 
a motor that meets or exceeds the minimum locked rotor torque for Design 
C or D is not covered by EPCA. In sum, if a motor has electrical 
modifications that meet Design A or B performance requirements it is 
covered by EPCA, and if its characteristics meet Design C, D or E it is 
not covered.

                                 C. Size

    Motors designed for use on a particular type of application which 
are in a frame size that is one or more frame series larger than the 
frame size assigned to that rating by sections 1.2 and 1.3 of NEMA 
Standards Publication MG 13-1984 (R1990), ``Frame Assignments for 
Alternating Current Integral-Horsepower Induction Motors,'' are not, in 
the Department's view, usable in most general purpose applications. This 
is due to the physical size increase associated with a frame series 
change. A frame series is defined as the first two digits of the frame 
size designation. For example, 324T and 326T are both in the same frame 
series, while 364T is in the next larger frame series. Hence, in the 
Department's view, a motor that is of a larger frame series than 
normally assigned to that standard rating of motor is not covered by 
EPCA. A physically larger motor within the same frame series would be 
covered, however, because it would be usable in most general purpose 
applications.
    Motors built in a T-frame series or a T-frame size smaller than that 
assigned by MG 13-1984 (R1990) are also considered usable in most 
general purpose applications. This is because simple modifications can 
generally be made to fit a smaller motor in place of a motor with a 
larger frame size assigned in conformity with NEMA MG 13. Therefore, DOE 
believes that such smaller motors are covered by EPCA.

                          D. Motors With Seals

    Some electric motors have seals to prevent ingress of water, dust, 
oil, and other foreign materials into the motor. DOE understands that, 
typically, a manufacturer will add seals to a motor that it 
manufactures, so that it will sell two motors that are identical except 
that one has seals and the other does not. In such a situation, if the 
motor without seals is ``general purpose'' and covered by EPCA's 
efficiency requirements, then the motor with seals will also be covered 
because it can still be used in most general purpose applications. DOE 
understands, however, that manufacturers previously believed motors with 
seals were not covered under EPCA, in part because IEEE Standard 112, 
``Test Procedure for Polyphase Induction Motors and Generators,'' 
prescribed by EPCA, does not address how to test a motor with seals 
installed.
    The efficiency rating of such a motor, if determined with seals 
installed and when the motor is new, apparently would significantly 
understate the efficiency of the motor as operated. New seals are stiff, 
and provide friction that is absent after their initial break-in period. 
DOE understands that, after this initial period, the efficiency ratings 
determined for the same motor with and without seals would be virtually 
identical. To construe EPCA, therefore, as requiring such separate 
efficiency determinations would impose an unnecessary burden on 
manufacturers.
    In light of the foregoing, the Department believes that EPCA 
generally permits the efficiency of a motor with seals to be determined 
without the seals installed. Furthermore, notwithstanding the prior 
belief that such motors are not covered by EPCA, use of this approach to 
determining efficiency will enable manufacturers to meet EPCA's 
standards with respect to covered motors with

[[Page 318]]

seals by the date the standards go into effect on October 25, 1997.

   III. Discussion of How DOE Would Apply EPCA Definitions, Using the 
                          Foregoing Guidelines

    Using the foregoing guidelines, the attached matrix provides DOE's 
view as to which motors with common features are covered by EPCA. 
Because manufacturers produce many basic models that have many 
modifications of generic general purpose motors, the Department does not 
represent that the matrix is all-inclusive. Rather it is a set of 
examples demonstrating how DOE would apply EPCA definitions, as 
construed by the above guidelines, to various motor types. By extension 
of these examples, most motors currently in production, or to be 
designed in the future, could probably be classified. The matrix 
classifies motors into five categories, which are discussed in the 
following passages.
    Category I--For ``electric motors'' (manufactured alone or as a 
component of another piece of equipment) in Category I, DOE will enforce 
EPCA efficiency standards and test procedures beginning on October 25, 
1997.
    The Department understands that some motors essentially are 
relatively simple modifications of generic general purpose motors. 
Modifications could consist, for example, of minor changes such as the 
addition of temperature sensors or a heater, the addition of a shaft 
extension and a brake disk from a kit, or changes in exterior features 
such as the motor housing. Such motors can still be used for most 
general purpose applications, and the modifications have little or no 
effect on motor performance. Nor do the modifications affect energy 
efficiency.
    Category II--For certain motors that are ``definite purpose'' 
according to present industry practice, but that can be used in most 
general purpose applications, DOE will generally enforce EPCA efficiency 
standards and test procedures beginning no later than October 25, 1999.

                            General Statement

    EPCA does not prescribe standards and test procedures for ``definite 
purpose motors.'' Section 340(13)(B) of EPCA defines the term ``definite 
purpose motor'' as ``any motor designed in standard ratings with 
standard operating characteristics or standard mechanical construction 
for use under service conditions other than usual or for use on a 
particular type of application and which cannot be used in most general 
purpose applications.'' [Emphasis added.] Except, significantly, for 
exclusion of the italicized language, the industry definition of 
``definite purpose motor,'' set forth in NEMA MG1, is identical to the 
foregoing.
    Category II consists of electric motors with horsepower ratings that 
fall between the horsepower ratings in Section 342(b)(1) of EPCA, 
thermally protected motors, and motors with roller bearings. As with 
motors in Category I, these motors are essentially modifications of 
generic general purpose motors. Generally, however, the modifications 
contained in these motors are more extensive and complex than the 
modifications in Category I motors. These Category II motors have been 
considered ``definite purpose'' in common industry parlance, but are 
covered equipment under EPCA because they can be used in most general 
purpose applications.
    According to statements provided during the January 15, 1997, Public 
Hearing, Tr. pgs. 238-239, Category II motors were, until recently, 
viewed by most manufacturers as definite purpose motors, consistent with 
the industry definition that did not contain the clause ``which cannot 
be used in most general purpose applications.'' Hence, DOE understands 
that many manufacturers assumed these motors were not subject to EPCA's 
efficiency standards. During the period prior and subsequent to the 
hearing, discussions among manufacturers resulted in a new understanding 
that such motors are general purpose under EPCA, since they can be used 
in most general purpose applications. Thus, the industry only recently 
recognized that such motors are covered under EPCA. Although the 
statutory definition adopted in 1992 contained the above-quoted 
definition of ``definite purpose,'' the delay in issuing regulations 
which embody this definition may have contributed to industry's delay in 
recognizing that these motors are covered.
    The Department understands that redesign and testing these motors in 
order to meet the efficiency standards in the statute may require a 
substantial amount of time. Given the recent recognition that they are 
covered, it is not realistic to expect these motors will be able to 
comply by October 25, 1997. A substantial period beyond that will be 
required. Moreover, the Department believes different manufacturers will 
need to take different approaches to achieving compliance with respect 
to these motors, and that, for a particular type of motor, some 
manufacturers will be able to comply sooner than others. Thus, the 
Department intends to refrain from taking enforcement action for two 
years, until October 25, 1999, with respect to motors with horsepower 
ratings that fall between the horsepower ratings in Section 342(b)(1) of 
EPCA, thermally protected motors, and motors with roller bearings. 
Manufacturers are encouraged, however, to manufacture these motors in 
compliance with EPCA at the earliest possible date.
    The following sets forth in greater detail, for each of these types 
of motors, the basis for the Department's policy to refrain from 
enforcement for two years. Also set forth is

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additional explanation of the Department's understanding as to why 
manufacturers previously believed intermediate horsepower motors were 
not covered by EPCA.

                     Intermediate Horsepower Ratings

    Section 342(b)(1) of EPCA specifies efficiency standards for 
electric motors with 19 specific horsepower ratings, ranging from one 
through 200 horsepower. Each is a preferred or standardized horsepower 
rating as reflected in the table in NEMA Standards Publication MG1-1993, 
paragraph 10.32.4, Polyphase Medium Induction Motors. However, an 
``electric motor,'' as defined by EPCA, can be built at other horsepower 
ratings, such as 6 horsepower, 65 horsepower, or 175 horsepower. Such 
motors, rated at horsepower levels between any two adjacent horsepower 
ratings identified in Section 342(b)(1) of EPCA will be referred to as 
``intermediate horsepower motors.'' In the Department's view, efficiency 
standards apply to every motor that has a rating from one through 200 
horsepower (or kilowatt equivalents), and that otherwise meets the 
criteria for an ``electric motor'' under EPCA, including an electric 
motor with an intermediate horsepower (or kW) rating.
    To date, these motors have typically been designed in conjunction 
with and supplied to a specific customer to fulfill certain performance 
and design requirements of a particular application, as for example to 
run a certain type of equipment. See the discussion in Section IV below 
on ``original equipment'' and ``original equipment manufacturers.'' In 
large part for these reasons, manufacturers believed intermediate 
horsepower motors to be ``definite purpose motors'' that were not 
covered by EPCA. Despite their specific uses, however, these motors are 
electric motors under EPCA when they are capable of being used in most 
general purpose applications.
    Features of a motor that are directly related to its horsepower 
rating include its physical size, and the ratings of its controller and 
protective devices. These aspects of a 175 horsepower motor, for 
example, which is an intermediate horsepower motor, must be appropriate 
to that horsepower, and would generally differ from the same aspects of 
150 and 200 horsepower motors, the two standard horsepower ratings 
closest to 175. To re-design an existing intermediate horsepower 
electric motor so that it complies with EPCA could involve all of these 
elements of a motor's design. For example, the addition of material 
necessary to achieve EPCA's prescribed level of efficiency could cause 
the size of the motor to increase. The addition of magnetic material 
would invite higher inrush current that could cause an incorrectly sized 
motor controller to malfunction, or the circuit breaker with a standard 
rating to trip unnecessarily, or both. The Department believes motor 
manufacturers will require a substantial amount of time to redesign and 
retest each intermediate horsepower electric motor they manufacture.
    To the extent such intermediate horsepower electric motors become 
unavailable because motor manufacturers have recognized only recently 
that they are covered by EPCA, equipment in which they are incorporated 
would temporarily become unavailable also. Moreover, re-design of such a 
motor to comply with EPCA could cause changes in the motor that require 
re-design of the equipment in which the motor is used. For example, if 
an intermediate horsepower electric motor becomes larger, it might no 
longer fit in the equipment for which it was designed. In such 
instances, the equipment would have to be re-designed. Because these 
motors were previously thought not to be covered, equipment 
manufacturers may not have had sufficient lead time to make the 
necessary changes to the equipment without interrupting its production.
    With respect to intermediate horsepower motors, the Department 
intends to refrain from enforcing EPCA for a period of 24 months only as 
to such motor designs that were being manufactured prior to the date 
this Policy Statement was issued. The Department is concerned that small 
adjustments could be made to the horsepower rating of an existing 
electric motor, in an effort to delay compliance with EPCA, if it 
delayed enforcement as to all intermediate horsepower motors produced 
during the 24 month period. For example, a 50 horsepower motor that has 
a service factor of 1.15 could be renameplated as a 57\1/2\ horsepower 
motor that has a 1.0 service factor. By making this delay in enforcement 
applicable only to pre-existing designs of intermediate horsepower 
motors, the Department believes it has made adequate provision for the 
manufacture of bona fide intermediate horsepower motor designs that 
cannot be changed to be in compliance with EPCA by October 25, 1997.

                       Thermally Protected Motors

    The Department understands that in order to redesign a thermally 
protected motor to improve its efficiency so that it complies with EPCA, 
various changes in the windings must be made which will require the 
thermal protector to be re-selected. Such devices sense the inrush and 
running current of the motor, as well as the operating temperature. Any 
changes to a motor that affect these characteristics will prevent the 
protector from operating correctly. When a new protector is selected, 
the motor must be tested to verify proper operation of the device in the 
motor. The motor manufacturer would test the locked rotor and overload 
conditions, which could take several days, and the

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results may dictate that a second selection is needed with additional 
testing. When the manufacturer has finished testing, typically the 
manufacturer will have a third party conduct additional testing. This 
testing may include cycling the motor in a locked-rotor condition to 
verify that the protector functions properly. This testing may take days 
or even weeks to perform for a particular model of motor.
    Since it was only recently recognized by industry that these motors 
are covered by EPCA, in the Department's view the total testing program 
makes it impossible for manufacturers to comply with the EPCA efficiency 
levels in thermally protected motors by October 25, 1997, especially 
since each different motor winding must be tested and motor winding/
thermal protector combinations number in the thousands.

                       Motors With Roller Bearings

    Motors with roller bearings fit within the definition of electric 
motor under the statute. However, because the IEEE Standard 112 Test 
Method B does not provide measures to test motors with roller bearings 
installed, manufacturers mistakenly believed such motors were not 
covered. Under IEEE Standard 112, a motor with roller bearings could 
only be tested for efficiency with the roller bearings removed and 
standard ball bearings installed as temporary substitutes. Then on the 
basis of the energy efficiency information gained from that test, the 
manufacturer may need to redesign the motor in order to comply with the 
statute. In this situation, the Department understands that testing, 
redesigning, and retesting lines of motors with roller bearings, to 
establish compliance, would be difficult and time consuming.
    Categories III, IV and V--Motors not within EPCA's definition of 
``electric motor,'' and not covered by EPCA.

                        Close-Coupled Pump Motors

    NEMA Standards Publication MG1-1993, with revisions one through 
three, Part 18, ``Definite-Purpose Machines,'' defines ``a face-mounting 
close-coupled pump motor'' as ``a medium alternating-current squirrel-
cage induction open or totally enclosed motor, with or without feet, 
having a shaft suitable for mounting an impeller and sealing device.'' 
Paragraphs MG1-18.601-18.614 specify its performance, face and shaft 
mounting dimensions, and frame assignments that replace the suffix 
letters T and TS with the suffix letters JM and JP.
    The Department understands that such motors are designed in standard 
ratings with standard operating characteristics for use in certain 
close-coupled pumps and pumping applications, but cannot be used in non-
pumping applications, such as, for example, conveyors. Consequently, the 
Department believes close-coupled pump motors are definite-purpose 
motors not covered by EPCA. However, a motor that meets EPCA's 
definition of ``electric motor,'' and which can be coupled to a pump, 
for example by means of a C-face or D-flange end shield, as depicted in 
NEMA Standards Publication MG1, Part 4, ``Dimensions, Tolerances, and 
Mounting,'' is covered.

  Totally-Enclosed Non-Ventilated (TENV) and Totally-Enclosed Air-Over 
                              (TEAO) Motors

    A motor designated in NEMA MG1-1993, paragraph MG1-1.26.1, as 
``totally-enclosed non-ventilated (IP54, IC410)'' \6\ is ``not equipped 
for cooling by means external to the enclosing parts.'' This means that 
the motor, when properly applied, does not require the use of any 
additional means of cooling installed external to the motor enclosure. 
The TENV motor is cooled by natural conduction and natural convection of 
the motor heat into the surrounding environment. As stated in NEMA MG1-
1993, Suggested Standard for Future Design, paragraph MG1-1.26.1a, a 
TENV motor ``is only equipped for cooling by free convection.'' The 
general requirement for the installation of the TENV motor is that it 
not be placed in a restricted space that would inhibit this natural 
dissipation of the motor heat. Most general purpose applications use 
motors which include a means for forcing air flow through or around the 
motor and usually through the enclosed space and, therefore, can be used 
in spaces that are more restrictive than those required for TENV motors. 
Placing a TENV motor in such common restricted areas is likely to cause 
the motor to overheat. The TENV motor may also be larger than the motors 
used in most general purpose applications, and would take up more of the 
available space, thus reducing the size of the open area surrounding the 
motor. Installation of a TENV motor might require, therefore, an 
additional means of ventilation to continually exchange the ambient 
around the motor.
---------------------------------------------------------------------------

    \6\ IP refers to the IEC Standard 34-5: Classification of degrees of 
protection provided by enclosures for rotating machines. IC refers to 
the IEC Standard 34-6: Methods of cooling rotating machinery. The IP and 
IC codes are referenced in the NEMA designations for TENV and TEAO 
motors in MG1-1993 Part 1, ``Classification According to Environmental 
Protection and Methods of Cooling,'' as a Suggested Standard for Future 
Design, since the TENV and TEAO motors conform to IEC Standards. Details 
of protection (IP) and methods of cooling (IC) are defined in MG1 Part 5 
and Part 6, respectively.
---------------------------------------------------------------------------

    A motor designated in NEMA MG1-1993 as ``totally-enclosed air-over 
(IP54, IC417)'' is

[[Page 321]]

intended to be cooled by ventilation means external to (i.e., separate 
and independent from) the motor, such as a fan. The motor must be 
provided with the additional ventilation to prevent it from overheating.
    Consequently, neither the TENV motor nor the TEAO motor would be 
suitable for most general purpose applications, and, DOE believes they 
are definite-purpose motors not covered by EPCA.

                           Integral Gearmotors

    An ``integral gearmotor'' is an assembly of a motor and a specific 
gear drive or assembly of gears, such as a gear reducer, as a unified 
package. The motor portion of an integral gearmotor is not necessarily a 
complete motor, since the end bracket or mounting flange of the motor 
portion is also part of the gear assembly and cannot be operated when 
separated from the complete gear assembly. Typically, an integral 
gearmotor is not manufactured to standard T-frame dimensions specified 
in NEMA MG1. Moreover, neither the motor portion, not the entire 
integral gearmotor, are capable of being used in most general purpose 
applications without significant modifications. An integral gearmotor is 
also designed for a specific purpose and can have unique performance 
characteristics, physical dimensions, and casing, flange and shafting 
configurations. Consequently, integral gearmotors are outside the scope 
of the EPCA definition of ``electric motor'' and are not covered under 
EPCA.
    However, an ``electric motor,'' as defined by EPCA, which is 
connected to a stand alone mechanical gear drive or an assembly of 
gears, such as a gear reducer connected by direct coupling, belts, 
bolts, a kit, or other means, is covered equipment under EPCA.

      IV. Electric Motors That Are Components in Certain Equipment

    The primary function of an electric motor is to convert electrical 
energy to mechanical energy which then directly drives machinery such as 
pumps, fans, or compressors. Thus, an electric motor is always connected 
to a driven machine or apparatus. Typically the motor is incorporated 
into a finished product such as an air conditioner, a refrigerator, a 
machine tool, food processing equipment, or other commercial or 
industrial machinery. These products are commonly known as ``original 
equipment'' or ``end-use equipment,'' and are manufactured by firms 
known as ``original equipment manufacturers'' (OEMs).
    Many types of motors used in original equipment are covered under 
EPCA. As noted above, EPCA prescribes efficiency standards to be met by 
all covered electric motors manufactured after October 24, 1997, except 
that covered motors which require listing or certification by a 
nationally recognized safety testing laboratory need not meet the 
standards until after October 24, 1999. Thus, for motors that must 
comply after October 24, 1997, once inventories of motors manufactured 
before the deadline have been exhausted, only complying motors would be 
available for purchase and use by OEMs in manufacturing original 
equipment. Any non-complying motors previously included in such 
equipment would no longer be available.
    The physical, and sometimes operational, characteristics of motors 
that meet EPCA efficiency standards normally differ from the 
characteristics of comparable existing motors that do not meet those 
standards. In part because of such differences, the Department is aware 
of two types of situations where strict application of the October 24, 
1997, deadline could temporarily prevent the manufacture of, and remove 
from the marketplace, currently available original equipment.
    One such situation is where an original equipment manufacturer uses 
an electric motor as a component in end-use equipment that requires 
listing or certification by a nationally recognized safety testing 
laboratory, even though the motor itself does not require listing or 
certification. In some of these instances, the file for listing or 
certification specifies the particular motor to be used. No substitution 
could be made for the motor without review and approval of the new motor 
and the entire system by the safety testing laboratory. Consequently, a 
specified motor that does not meet EPCA standards could not be replaced 
by a complying motor without such review and approval.
    This re-listing or re-certification process is subject to 
substantial variation from one piece of original equipment to the next. 
For some equipment, it could be a simple paperwork transaction between 
the safety listing or certification organization and the OEM, taking 
approximately four to eight weeks to complete. But the process could 
raise more complex system issues involving redesign of the motor or 
piece of equipment, or both, and actual testing to assure that safety 
and performance criteria are met, and could take several months to 
complete. The completion time could also vary depending on the response 
time of the particular safety approval agency. Moreover, in the period 
immediately after October 24, the Department believes wholesale changes 
could occur in equipment lines when OEMs must begin using motors that 
comply with EPCA. These changes are likely to be concentrated in the 
period immediately after EPCA goes into effect on October 24, and if 
many OEMs seek to re-list or re-certify equipment at the same time, 
substantial delays in the review and approval process at the safety 
approval agencies could occur. For these reasons, the Department is 
concerned that certain end-user equipment

[[Page 322]]

that requires safety listing or certification could become unavailable 
in the marketplace, because an electric motor specifically identified in 
a listing or certification is covered by EPCA and will become 
unavailable, and the steps have not been completed to obtain safety 
approval of the equipment when manufactured with a complying motor.
    Second, a situation could exist where an electric motor covered by 
EPCA is constructed in a T-frame series or T-frame size that is smaller 
(but still standard) than that assigned by NEMA Standards Publication MG 
13-1984 (R1990), sections 1.2 and 1.3, in order to fit into a restricted 
mounting space that is within certain end-use equipment. (Motors in IEC 
metric frame sizes and kilowatt ratings could also be involved in this 
type of situation.) In such cases, the manufacturer of the end-use 
equipment might need to redesign the equipment containing the mounting 
space to accommodate a larger motor that complies with EPCA. These 
circumstances as well could result in certain currently available 
equipment becoming temporarily unavailable in the market, since the 
smaller size motor would become unavailable before the original 
equipment had been re-designed to accommodate the larger, complying 
motor.
    The Department understands that many motor manufacturers and OEMs 
became aware only recently that the electric motors addressed in the 
preceding paragraphs were covered by EPCA. This is largely for the same 
reasons, discussed above, that EPCA coverage of Category II motors was 
only recently recognized. In addition, the Department understands that 
some motor manufacturers and original equipment manufacturers confused 
motors that themselves require safety listing or certification, which 
need not comply until October 25, 1999, with motors that, while not 
subject to such requirements, are included in original equipment that 
requires safety listing or certification. Consequently, motor 
manufacturers and original equipment manufacturers took insufficient 
action to assure that appropriate complying motors would be available 
for the original equipment involved, and that the equipment could 
accommodate such motors. OEMs involved in such situations may often be 
unable to switch to motors that meet EPCA standards in the period 
immediately following October 24. To mitigate any hardship to purchasers 
of the original equipment, the Department intends to refrain from 
enforcing EPCA in certain limited circumstances, under the conditions 
described below.
    Where a particular electric motor is specified in an approved safety 
listing or certification for a piece of original equipment, and the 
motor does not meet the applicable efficiency standard in EPCA, the 
Department's policy will be as follows: For the period of time necessary 
for the OEM to obtain a revised safety listing or certification for that 
piece of equipment, with a motor specified that complies with EPCA, but 
in no event beyond October 24, 1999, the Department would refrain from 
taking enforcement action under EPCA with respect to manufacture of the 
motor for installation in such original equipment. This policy would 
apply only where the motor has been manufactured and specified in the 
approved safety listing or certification prior to October 25, 1997.
    Where a particular electric motor is used in a piece of original 
equipment and manufactured in a smaller than assigned frame size or 
series, and the motor does not meet the applicable efficiency standard 
in EPCA, the Department's policy will be as follows: For the period of 
time necessary for the OEM to re-design the piece of equipment to 
accommodate a motor that complies with EPCA, but in no event beyond 
October 24, 1999, the Department would refrain from enforcing the 
standard with respect to manufacture of the motor for installation in 
such original equipment. This policy would apply only to a model of 
motor that has been manufactured and included in the original equipment 
prior to October 25, 1997.
    To allow the Department to monitor application of the policy set 
forth in the prior two paragraphs, the Department needs to be informed 
as to the motors being manufactured under the policy. Therefore, each 
motor manufacturer and OEM should jointly notify the Department as to 
each motor they will be manufacturing and using, respectively, after 
October 24, 1997, in the belief that it is covered by the policy. The 
notification should set forth: (1) The name of the motor manufacturer, 
and a description of the motor by type, model number, and date of design 
or production; (2) the name of the original equipment manufacturer, and 
a description of the application where the motor is to be used; (3) the 
safety listing or safety certification organization and the existing 
listing or certification file or document number for which re-listing or 
re-certification will be requested, if applicable; (4) the reason and 
amount of time required for continued production of the motor, with a 
statement that a substitute electric motor that complies with EPCA could 
not be obtained by an earlier date; and (5) the name, address, and 
telephone number of the person to contact for further information. The 
joint request should be signed by a responsible official of each 
requesting company, and sent to: U.S. Department of Energy, Assistant 
Secretary for Energy Efficiency and Renewable Energy, Office of Building 
Research and Standards, EE-41, Forrestal Building, 1000 Independence 
Avenue, SW., Room 1J-018, Washington, DC 20585-0121. The Department does 
not intend to apply this policy to any motor for which

[[Page 323]]

it does not receive such a notification. Moreover, the Department may 
use the notification, and make further inquiries, to be sure motors 
listed in the notification meet the criteria for application of the 
policy.
    This part of the Policy Statement will not apply to a motor in 
Category II, discussed above in Section III. Because up to 24 months is 
contemplated for compliance by Category II motors, the Department 
believes any issues that might warrant a delay of enforcement for such 
motors can be addressed during that time period.

                         V. Further Information

    The Department intends to incorporate this Policy Statement into an 
appendix to its final rule to implement the EPCA provisions that apply 
to motors. Any comments or suggestions with respect to this Policy 
Statement, as well as requests for further information, should be 
addressed to the Director, Building Technologies, EE-2J, U.S. Department 
of Energy, Forrestal Building, 1000 Independence Avenue, SW., 
Washington, DC 20585-0121.

     Examples of Many Common Features or Motor Modifications To Illustrate How the EPCA Definitions and DOE
     Guidelines Would Be Applied to Motor Categories: General Purpose; Definite Purpose; and Special Purpose
----------------------------------------------------------------------------------------------------------------
                                                         Category\1\
           Motor modification           ---------------------------------------------         Explanation
                                            I        II      III       IV       V
----------------------------------------------------------------------------------------------------------------
A. Electrical Modifications
----------------------------------------------------------------------------------------------------------------
1 Altitude.............................       X   .......  .......  .......  .......  General purpose up to a
                                                                                       frame series change
                                                                                       larger.
2 Ambient..............................       X   .......  .......  .......  .......  General purpose up to a
                                                                                       frame series change
                                                                                       larger.
3 Multispeed...........................  .......  .......  .......  .......       X   EPCA applies to single
                                                                                       speed only.
4 Special Leads........................       X   .......  .......  .......  .......  ..........................
5 Special Insulation...................       X   .......  .......  .......  .......  ..........................
6 Encapsulation........................  .......  .......  .......       X   .......  Due to special
                                                                                       construction.
7 High Service Factor..................       X   .......  .......  .......  .......  General purpose up to a
                                                                                       frame series change
                                                                                       larger.
8 Space Heaters........................       X   .......  .......  .......  .......  ..........................
9 Wye Delta Start......................       X   .......  .......  .......  .......  ..........................
10 Part Winding Start..................       X   .......  .......  .......  .......  ..........................
11 Temperature Rise....................       X   .......  .......  .......  .......  General purpose up to a
                                                                                       frame series change
                                                                                       larger.
12 Thermally Protected.................  .......       X   .......  .......  .......  Requires retesting and
                                                                                       third party agency
                                                                                       approval.
13 Thermostat/Thermistor...............       X   .......  .......  .......  .......  ..........................
14 Special Voltages....................  .......  .......  .......  .......       X   EPCA applies to motors
                                                                                       operating on 230/460
                                                                                       voltages at 60 Hertz.
15 Intermediate Horsepowers............  .......       X   .......  .......  .......  Round horsepower according
                                                                                       to 10 CFR 431.42 for
                                                                                       efficiency.
16 Frequency...........................  .......  .......  .......  .......       X   EPCA applies to motors
                                                                                       operating on 230/460
                                                                                       voltages at 60 Hertz.
17 Fungus/Trop Insulation..............       X   .......  .......  .......  .......  ..........................
----------------------------------------
B. Mechanical Modifications
----------------------------------------------------------------------------------------------------------------
18 Special Balance.....................       X   .......  .......  .......  .......  ..........................
19 Bearing Temp. Detector..............       X   .......  .......  .......  .......  ..........................
20 Special Base/Feet...................  .......  .......  .......  .......       X   Does not meet definition
                                                                                       of T-frame.
21 Special Conduit Box.................       X   .......  .......  .......  .......  ..........................
22 Auxiliary Conduit Box...............       X   .......  .......  .......  .......  ..........................
23 Special Paint/Coating...............       X   .......  .......  .......  .......  ..........................
24 Drains..............................       X   .......  .......  .......  .......  ..........................
25 Drip Cover..........................       X   .......  .......  .......  .......  ..........................
26 Ground. Lug/Hole....................       X   .......  .......  .......  .......  ..........................
27 Screens on ODP Enclosure............       X   .......  .......  .......  .......  ..........................
28 Mounting F1,F2; W1-4; C1,2..........       X   .......  .......  .......  .......  Foot-mounting, rigid base,
                                                                                       and resilient base.
----------------------------------------
C. Bearings
----------------------------------------------------------------------------------------------------------------
29 Bearing Caps........................       X   .......  .......  .......  .......  ..........................
30 Roller Bearings.....................  .......       X   .......  .......  .......  Test with a standard
                                                                                       bearing.
31 Shielded Bearings...................       X   .......  .......  .......  .......  ..........................
32 Sealed Bearings.....................       X   .......  .......  .......  .......  Test with a standard
                                                                                       bearing.
33 Thrust Bearings.....................  .......  .......  .......       X   .......  Special mechanical
                                                                                       construction.
34 Clamped Bearings....................       X   .......  .......  .......  .......  ..........................
35 Sleeve Bearings.....................  .......  .......  .......       X   .......  Special mechanical
                                                                                       construction.
----------------------------------------

[[Page 324]]


D. Special Endshields
----------------------------------------------------------------------------------------------------------------
36 C Face..............................       X   .......  .......  .......  .......  As defined in NEMA MG-1.
37 D Flange............................       X   .......  .......  .......  .......  As defined in NEMA MG-1.
38 Customer Defined....................  .......  .......  .......       X   .......  Special design for a
                                                                                       particular application.
----------------------------------------
E. Seals
----------------------------------------------------------------------------------------------------------------
39 Contact Seals.......................       X   .......  .......  .......  .......  Includes lip seals and
                                                                                       taconite seals--test with
                                                                                       seals removed.
40 Non-Contact Seal....................       X   .......  .......  .......  .......  Includes labyrinth and
                                                                                       slinger seals--test with
                                                                                       seals installed.
----------------------------------------
F. Shafts
----------------------------------------------------------------------------------------------------------------
41 Standard Shafts/NEMA Mg-1...........       X   .......  .......  .......  .......  Includes single and
                                                                                       double, cylindrical,
                                                                                       tapered, and short
                                                                                       shafts.
42 Non Standard Material...............       X   .......  .......  .......  .......  ..........................
----------------------------------------
G. Fans
----------------------------------------------------------------------------------------------------------------
43 Special Material....................       X   .......  .......  .......  .......  ..........................
44 Quiet Design........................       X   .......  .......  .......  .......  ..........................
----------------------------------------
H. Other Motors
----------------------------------------------------------------------------------------------------------------
45 Washdown............................       X   .......  .......  .......  .......  Test with seals removed.
46 Close-coupled pump..................  .......  .......       X   .......  .......  JM and JP frame
                                                                                       assignments.
47 Integral Gear Motor.................  .......  .......  .......  .......       X   Typically special
                                                                                       mechanical design, and
                                                                                       not a T-frame; motor and
                                                                                       gearbox inseparable and
                                                                                       operate as one system.
48 Vertical--Normal Thrust.............  .......  .......  .......  .......       X   EPCA covers foot-mounting.
49 Saw Arbor...........................  .......  .......  .......       X   .......  Special electrical/
                                                                                       mechanical design.
50 TENV................................  .......  .......       X   .......  .......  Totally-enclosed non-
                                                                                       ventilated not equipped
                                                                                       for cooling (IP54,
                                                                                       IC410).
51 TEAO................................  .......  .......       X   .......  .......  Totally-enclosed air-over
                                                                                       requires airflow from
                                                                                       external source (IP54,
                                                                                       IC417).
52 Fire Pump...........................       X   .......  .......  .......  .......  When safety certification
                                                                                       is not required. See also
                                                                                       EPCA Sec. 342(b)(1).
53 Non-continuous......................  .......  .......  .......  .......       X   EPCA covers continuous
                                                                                       ratings.
54 Integral Brake Motor................  .......  .......  .......       X   .......  Integral brake design
                                                                                       factory built within the
                                                                                       motor.
----------------------------------------------------------------------------------------------------------------
\1\ Category I--General purpose electric motors as defined in EPCA.
Category II--Definite purpose electric motors that can be used in most general purpose applications as defined
  in EPCA.
Category III--Definite purpose motors as defined in EPCA.
Category IV--Special purpose motors as defined in EPCA.
Category V--Outside the scope of ``electric motor'' as defined in EPCA.

 Appendix B to Subpart B of Part 431--Uniform Test Method for Measuring 
             Nominal Full Load Efficiency of Electric Motors

    1. Definitions.
    Definitions contained in Sec. Sec. 431.2 and 431.12 are applicable 
to this appendix.
    2. Test Procedures.
    Efficiency and losses shall be determined in accordance with NEMA 
MG1-1993 with Revisions 1 through 4, paragraph 12.58.1, ``Determination 
of Motor Efficiency and Losses,'' (Incorporated by reference, see Sec. 
431.15) and either:
    (1) CSA International (or Canadian Standards Association) Standard 
C390-93 Test Method (1), (Incorporated by reference, see Sec. 431.15), 
Input-Output Method With Indirect Measurement of the Stray-Load Loss and 
Direct Measurement of the Stator Winding (I\2\R), Rotor Winding (I\2\R), 
Core and Windage-Friction Losses, or
    (2) IEEE Standard 112-1996 Test Method B, Input-Output With Loss 
Segregation, (Incorporated by reference, see Sec. 431.15) with IEEE 
correction notice of January 20, 1998, except as follows:

[[Page 325]]

    (i) Page 8, subclause 5.1.1., Specified temperature, the 
introductory clause does not apply. Instead the following applies:
    The specified temperature used in making resistance corrections 
should be determined by one of the following (Test Method B only allows 
the use of preference (a) or (b).), which are listed in order of 
preference.
    (ii) Page 17, subclause 6.4.1.3., No-load test, the text does not 
apply. Instead, the following applies:
    See 5.3 including 5.3.3, the separation of core loss from friction 
and windage loss. Prior to making this test, the machine shall be 
operated at no-load until the input has stabilized.
    (iii) Page 40, subclause 8.6.3, Termination of test, the third 
sentence does not apply. Instead, the following applies:
    For continuous rated machines, the temperature test shall continue 
until there is 1 [deg]C or less change in temperature rise over a 30-
minute time period.
    (iv) Page 47, at the top of 10.2 form B, immediately after the line 
that reads ``Rated Load Heat Run Stator Winding Resistance Between 
Terminals,'' the following additional line applies:
    Temperature for Resistance Correction (ts) = - [deg]C 
(See 6.4.3.2).
    (v) Page 47, at the bottom of 10.2 Form B, after the first sentence 
to footnote tt, the following additional sentence applies:
    The values for ts and tt shall be based on the 
same method of temperature measurement, selected from the four methods 
in subclause 8.3.
    (vi) Page 47, at the bottom of 10.2 Form B, below the footnotes and 
above ``Summary of Characteristics,'' the following additional note 
applies:
    Note: The temperature for resistance correction (ts) is 
equal to [(4) - (5) + 25 [deg]C].
    (vii) Page 48, item (22), the torque constants ``k = 9.549 for 
torque, in N[middot]m'' and ``k = 7.043 for torque, in 1bf[middot]ft'' 
do not apply. Instead, the following applies:
    ``k2 = 9.549 for torque, in N[middot]m'' and 
``k2 = 7.043 for torque, in 1bf[middot]ft.''
    (viii) Page 48, at the end of item (27), the following additional 
reference applies:
    ``See 6.4.3.2.''
    (ix) Page 48, item (29). ``See 4.3.2.2, Eq. 4,'' does not apply. 
Instead the following applies:
    Is equal to (10)[middot][k1 + (4) - (5) + 25 [deg]C] / 
[k1 + (7)], see 6.4.3.3.''
    3. Amendments to test procedures.
    Any revision to IEEE Standard 112-1996 Test Method B with correction 
notice of January 20, 1998, to NEMA Standards Publication MG1-1993 with 
Revisions 1 through 4, or to CSA Standard C390-93 Test Method (1), 
subsequent to promulgation of this appendix B, shall not be effective 
for purposes of test procedures required under Part 431 and this 
appendix B, unless and until Part 431 and this appendix B are amended.

      Appendix C to Subpart B of Part 431--Compliance Certification

    Certification of Compliance With Energy Efficiency Standards for 
                             Electric Motors

(Office of Management and Budget Control Number: 1910-5104. Expires 09/
30/2007)

    1. Name and Address of Company (the ``company''):

________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

    2. Name(s) to be Marked on Electric Motors to Which this Compliance 
Certification Applies:

________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

    3. If manufacturer or private labeler wishes to receive a unique 
Compliance Certification number for use with any particular brand name, 
trademark, or other label name, fill out the following two items:
    A. List each brand name, trademark, or other label name for which 
the company requests a Compliance Certification number:

________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

    B. List other name(s), if any, under which the company sells 
electric motors (if not listed in item 2 above):

________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

    Submit by Certified Mail to: U.S. Department of Energy, Office of 
Energy Efficiency and Renewable Energy, Building Technologies (EE-2J), 
Forrestal Building, 1000 Independence Avenue, SW., Washington, DC 20585-
0121.

    This Compliance Certification reports on and certifies compliance 
with requirements contained in 10 CFR Part 431 (Energy Conservation 
Program for Certain Commercial and Industrial Equipment) and Part C of 
the Energy Policy and Conservation Act (Pub. L. 94-163), and amendments 
thereto. It is signed by a responsible official of the above named 
company. Attached and incorporated as part of this Compliance 
Certification is a Listing of Electric Motor Efficiencies. For each 
rating of electric motor* for which the Listing specifies the nominal 
full load efficiency of a basic model, the company distributes no less 
efficient basic model with that rating and all basic models with that 
rating comply with the applicable energy efficiency standard.

*For this purpose, the term ``rating'' means one of the 113 combinations 
of an electric motor's horsepower (or standard kilowatt

[[Page 326]]

equivalent), number of poles, and open or enclosed construction, with 
respect to which Sec. 431.25 of 10 CFR Part 431 prescribes nominal full 
load efficiency standards.

Person to Contact for Further Information:

 Name:__________________________________________________________________

 Address:_______________________________________________________________

________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

 Telephone Number:______________________________________________________

 Facsimile Number:______________________________________________________
    If any part of this Compliance Certification, including the 
Attachment, was prepared by a third party organization under the 
provisions of 10 CFR 431.36, the company official authorizing third 
party representations:
 Name:__________________________________________________________________

 Address:_______________________________________________________________

________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

 Telephone Number:______________________________________________________

 Facsimile Number:______________________________________________________

Third Party Organization Officially Acting as Representative:

 Third Party Organization:______________________________________________

 Responsible Person at that Organization:_______________________________

 Address:_______________________________________________________________

________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

 Telephone Number:______________________________________________________

 Facsimile Number: --___________________________________________________

    All required determinations on which this Compliance Certification 
is based were made in conformance with the applicable requirements in 10 
CFR Part 431, subpart B. All information reported in this Compliance 
Certification is true, accurate, and complete. The company is aware of 
the penalties associated with violations of the Act and the regulations 
thereunder, and is also aware of the provisions contained in 18 U.S.C. 
1001, which prohibits knowingly making false statements to the Federal 
Government.

 Signature:_____________________________________________________________

 Date:__________________________________________________________________

 Name:__________________________________________________________________

 Title:_________________________________________________________________

 Firm or Organization:__________________________________________________

    Attachment to Certification of Compliance With Energy Efficiency 
  Standards for Electric Motors: Listing of Electric Motor Efficiencies

 Date:__________________________________________________________________

 Name of Company:_______________________________________________________

________________________________________________________________________


----------------------------------------------------------------------------------------------------------------
                           Rating of electric motor                             Least efficient
-------------------------------------------------------------------------------  basic model--     Nominal full
                                                             Open or enclosed        (model      load efficiency
  Motor horsepower / kilowatts         Number of poles             motor          numbers(s))
----------------------------------------------------------------------------------------------------------------
1 or .75........................  6.......................  Open..............          ______           ______
1 or .75........................  4.......................  Open..............          ______           ______
1 or .75........................  6.......................  Enclosed..........          ______           ______
1 or .75........................  4.......................  Enclosed..........          ______           ______
1 or .75........................  2.......................  Enclosed..........          ______           ______
1.5 or 1.1......................  6.......................  Open..............          ______           ______
1.5 or 1.1......................  4.......................  Open..............          ______           ______
1.5 or 1.1......................  2.......................  Open..............          ______           ______
1.5 or 1.1......................  6.......................  Enclosed..........          ______           ______
1.5 or 1.1......................  4.......................  Enclosed..........          ______           ______
1.5 or 1.1......................  2.......................  Enclosed..........          ______           ______
                                  ........................  ..................          ______           ______
Etc.............................  Etc.....................  Etc...............          ______          ______
----------------------------------------------------------------------------------------------------------------
Note: Place an asterisk beside each reported nominal full load efficiency that is determined by actual testing
  rather than by application of an alternative efficiency determination method. Also list below additional basic
  models that were subjected to actual testing.
Basic Model means all units of a given type of electric motor (or class thereof) manufactured by a single
  manufacturer, and which (i) have the same rating, (ii) have electrical design characteristics that are
  essentially identical, and (iii) do not have any differing physical or functional characteristics that affect
  energy consumption or efficiency.
Rating means one of the 113 combinations of an electric motor's horsepower (or standard kilowatt equivalent),
  number of poles, and open or enclosed construction, with respect to which Sec. 431.25 of 10 CFR Part 431
  prescribes nominal full load efficiency standards.


          Models Actually Tested and Not Previously Identified
------------------------------------------------------------------------
          Rating of electric motor
--------------------------------------------  Basic model(s)    Nominal
   Motor power                                    (model       full load
 output (e.g. 1    Number       Open or         number(s))    efficiency
  hp or .75 kW)   of poles   enclosed motor
------------------------------------------------------------------------
         ______       ___           ______           ______        ___
         ______       ___           ______           ______        ___
         ______       ___           ______           ______        ___

[[Page 327]]


         ______       ___           ______           ______        ___
         ______       ___           ______           ______        ___
           Etc.      Etc.             Etc.             Etc.       Etc.
------------------------------------------------------------------------

Subpart C [RESERVED]