Appendix A Statement of Work_CWC22.pdf

APPENDIX A

Statement of Work

“2022 Collegiate Wind Competition”

9/2/20

1.0 BACKGROUND

The National Renewable Energy Laboratory (NREL) and the U.S. Department of Energy (DOE) introduced the U.S. Department of Energy Collegiate Wind Competition (Competition) in 2014. The Competition was originally designed to be a forum for undergraduate college students to design a wind turbine, build and test the system against set requirements, and participate in a project development contest. This interdisciplinary Competition brings together students in the fields of science, technology, engineering and mathematics (STEM) as well as business, marketing, communications, policy, and social sciences for the purpose of engaging the future workforce in wind energy. The Competition is open to undergraduate students from institutions of higher education. Teams shall be comprised of undergraduate students from a single 4-year college or university; or undergraduate students from a 4-year college or university together with students from a 2-year institution, such as a community college.

2.0 OBJECTIVE

The Competition objective is to prepare students from multiple disciplines to enter the wind energy workforce. The wind industry is experiencing shortages of qualified applicants for key jobs such as scientists, educators, design and research engineers, technical workers, and project managers. Wind-specific advanced degrees are not required for many of these jobs, but wind energy experience is often found to be of high importance. The Competition is also aligned with the central goals of the DOE, which are to catalyze the timely, material, and efficient transformation of the nation’s energy system, secure the United States’ leadership in clean energy technologies, and maintain a vibrant domestic effort in science and engineering as a cornerstone of economic prosperity.

As participants in the Competition, teams will:

1. Investigate, design, and deliver a wind plant project development plan and functional wind turbine. The project development plan will involve detailed site design and financial analysis, delivered in a formal report and presentation.

2. Design and build a functional wind turbine, documenting the design in a formal report and testing the turbine in an on-site wind tunnel.

3. Assess careers in the wind industry. Teams will share present their findings to judges and the local community and amplify their Competition progress on social media.

Teams are expected to be detailed, comprehensive, creative, and unique in the development of each product. Each Competition element will be evaluated against a set of pre-weighted objective and subjective criteria evaluated by panels of judges.

The official Rules and Requirements document will be released in the summer of 2021 and will detail the parameters, criteria, and weighting of each contest element. Refer to past Competition Rules and Requirements documents for previous examples.

Winners will be acknowledged at the conclusion of the Competition.

https://www.energy.gov/sites/prod/files/2020/04/f73/cwc-2020-rules-requirements-1.pdf

NREL/DOE encourages the teams to inform the student body, local community and industry, and local K- 12 institutions of their project through websites, social media, and other media to garner interest and support.

3.0 TASKS

The following tasks must be performed by competing teams. Many of the tasks outlined below must be conducted in parallel to meet project deadlines.

3.1 Faculty Planning and Team Development (Through Early Fall 2020)

Each team shall identify a Principal Investigator (PI), faculty, or staff member to represent the participating school(s) in the official Request for Proposals process and contractual agreements. This PI shall be from a 4-year institution of higher education. Faculty advisors should be assembled to provide guidance to the team throughout the project and should represent all of the institutions participating as part of the team. PIs shall identify a student leader to correspond with Competition organizers, including leading discussions on the designated Competition communication platform, delivering team reports, and representing the team on conference calls. Student/faculty interaction in all aspects of the Competition is encouraged to promote mentorship and engagement of the future wind energy workforce.

The institution shall formulate a team as it sees fit, comprised of only undergraduate students. Teams are encouraged to involve graduate students, alumni, and professionals as mentors and advisors. There is no limit to team size, however there will be a limit to the number of team participants (students and advisors) that can attend and compete at the event from each team. Based on past Competition experience, a successful approach is to develop a core group of students who are committed to the project and play a significant role in developing key concepts. Interdisciplinary teams are encouraged, as the Competition places importance on developing wind energy knowledge in areas of study including business, social sciences, construction management, marketing, communications, policy, and engineering. NREL/DOE encourages the PIs to incorporate the Competition into the educational experience of the students through curriculum integration or other means.

Beginning in fall 2021, NREL will host regular calls to provide information, hear team updates, collect feedback, dialogue about needs for a successful Competition, and provide educational opportunities.

3.2 Kick-Off Meeting (Summer 2021)

The collegiate institution’s PI and student leader shall participate in a Kick-Off Meeting, a half day-long session in late August 2021. The meeting will be a virtual meeting. This event will allow PIs and team representatives to:

• Review subcontract deliverables and discuss alignment with Competition contests

• Hear lessons learned from previous Competitions

• Meet Competition staff, and other participating teams

• Provide updates on Competition efforts

• Receive important updates on Competition developments from organizers

• Ask questions.

3.3 Contest Participation, Testing, and Evaluation (Spring 2022)

Interim deliverables will be required in accordance with the rules and requirements document to be available in August 2021. In late April or early May 2022, two weeks prior to the Competition, teams shall submit final turbine design and project development reports to organizers for review by judges. Final reports, presentation materials, and other team products shall be posted on the NREL/DOE websites after the Competition. Teams are expected to provide any information that will allow the general public to understand the project concept while not releasing any information deemed by the collegiate institution or other entity to be proprietary.

During the multi-day Competition, each team shall present their project development plan and turbine design to a diverse panel of experts; test their turbine in an on-site wind tunnel; compete in an on-site project development challenge; and present on their outreach activities. To allow testing in the wind tunnel, each team’s test turbine (excluding tower and mounting bracket) must fit in a 45 cm x 45 cm x 45 cm test space. Teams should refer to the 2022 Rules and Requirements document when available for more information.

During the Competition event, each team will be provided space to work and display information about their projects. Wind industry professionals, judges, and K-12 students are expected to visit the Competition. See photos from previous events.

Teams will be encouraged to engage with the National KidWind Challenge teams at the competition event with collaborative opportunities to be made available during the event.

3.4 Impact Evaluation

In order to evaluate the impact of the Competition on the students and institutions as well as the Competition’s contribution to DOE’s goal of preparing students for the wind energy workforce, NREL/DOE will request general information about the value of the overall effort and specific Competition elements from participants.

4.0 TRAVEL REQUIREMENTS

The 2022 Competition will be held at AWEA CLEANPOWER Conference and Exhibition (San Antonio). Teams participating in the Competition will be required to travel to the chosen competition location for this event. Precise Competition dates will be provided to participating teams.

5.0 DELIVERABLES

The deliverables for this Competition are as follows:

5.1 An on-site faculty team representative and student leader must attend and participate in the Kick-

Off Meeting. Due: August 2021; will be held as a virtual meeting.

5.2 The team shall provide initial information/metrics about the group, a one-page team and project story, and at least three team photos (including signed photo and model release forms for each individual in the photograph). Due: December 31, 2021

5.3 The team shall provide two final reports detailing the project development plan and wind turbine design and provide information on their outreach activities. These reports will be part of a larger portfolio that may include drawings, system specifications, team photos, and other project documentation such as videos and marketing materials. The portfolio shall be sent to NREL with a letter documenting that NREL/DOE has permission to post these portfolios on its websites, including signed photo and model release forms for photographs. Due: May 2022 (by date listed in the Rules and Requirements document to be issued in Summer 2021) https://www.flickr.com/photos/nrel/albums/72157708812484516/with/47955365678/

5.4 Attendance and participation by student team and faculty representative is required at the 2022 Competition where teams will provide presentations on turbine design and project development and participate in tunnel testing and on-site siting challenge. Presentation materials and the wind turbine for testing shall be provided at the 2022 Competition. For teams comprised of 2- and 4-year students, both schools shall be represented and in attendance at the event. Due: Competition, May or June 2022 in accordance with the 2022 Rules and Requirements Document.

5.5 The team shall provide a final activity and impact report. Due: July 31, 2022.

The winning competitors shall be prepared to participate in additional student or institutional acknowledgements such as the release of photographs and/or statements.

DELIVERY OF COMPUTER SOFTWARE CODE (AS APPLICABLE)

All object, source, or other code (including all applicable data sets) developed under this subcontract effort shall be provided to the technical monitor as a condition of final payment in accordance with the subcontract. It is expected that all delivered source code shall be original and the subcontractor shall provide a written certification to the subcontract associate that all source, or other code developed and delivered under this subcontract does not contain any open source code as a condition of final payment in accordance with the subcontract. The subcontractor’s (including all lower tier subcontractors, as applicable) certification shall specify that “All source, or other software code developed and/or delivered under this Subcontract No.__________ is original and does not contain any 3rd party or other open source software.”

6.0 ELECTRONIC REPORTING REQUIREMENTS FOR SUBCONTRACT REPORT

DELIVERABLES

It is NREL’s intention to publish subcontract report deliverables containing publicly available information (e.g. non-confidential, non-protected, non-proprietary information) for distribution on the internet.

The subcontractor shall provide the final approved version of report deliverables in accordance with the electronic reporting requirements described below.

The technical monitor may specifically direct the subcontractor to provide reports in one or more of the file format standards provided below.

a. The subcontractor shall submit all report deliverables (including status, annual, or final reports) as electronic files in Adobe .pdf format, preferably with all graphics and images embedded within the document.

b. All final approved version submissions shall be delivered to NREL via e-mail to the 1) NREL Technical Monitor, 2) the NREL Subcontract Administrator or Associate (as specified in the Deliverable Addresses below).

c. If it is not possible to include all graphics and images (figures, illustrations, and photographs) in the same file as the text, NREL will accept the text in Adobe .pdf formats and the graphics and images as separate electronic graphic or image files. The accepted standard for page layout and graphics is the Adobe Creative Suite of programs.

*The acceptable graphic or image file formats are: .eps, .tif, .gif, .jpg, .wmf, .emf, .pct, .png, .bmp, .psd, .ai, .fh, .qif, .fpx, cdr. The preferred resolution for graphics or images is 300 dpi. Include all fonts used in creating the file.

d. For animation, video, or multimedia elements, CD-ROM, DVR, and thumb drives are acceptable technical deliverable media.

e. For all calculations in support of subcontract reports that are conducted in ASPEN+, an electronic copy of INPUT, REPORT and BACKUP (if Model Manager is used) must be submitted with all reports. Additionally, if costing or sizing calculations are conducted in a spreadsheet [no process calculations (heat and material balances) in spreadsheet format are permitted], a copy of the fully documented MS Excel file shall be supplied.

f. A fully executed model release shall be supplied to NREL with all photographs and images, regardless of whether such photographs or images are delivered to NREL electronically or in hard copy. Such model release shall certify that the Alliance for Sustainable Energy, LLC, Management and Operating Contractor for the National Renewable Energy Laboratory for the U.S. Department of Energy is granted a non-exclusive, paid-up, irrevocable, worldwide license to publish such photographs in any medium or reproduce such photographs or allow others to do so for United States Government purposes. Model releases are required in all situations in which a reasonable person would respond in the affirmative to the question: could someone, other than the model himself/herself, recognize the person in this photograph or image? All model releases shall be provided to the subcontract associate as a condition of final payment, in accordance with the subcontract. To obtain a Subcontractor Model Release form, please contact images@nrel.gov.

7.0 ACKNOWLEDGEMENTS IN SUBCONTRACTOR PUBLICATIONS

In any scientific or technical report or article, conference paper, journal article, etc. based on or containing data first produced in the performance of this subcontract and published in academic, technical or professional journals, symposia proceedings or similar works, the subcontractor shall use this acknowledgement stating, “This [article, conference paper, journal article, etc.] was developed based upon funding from the Alliance for Sustainable Energy, LLC, Managing and Operating Contractor for the National Renewable Energy Laboratory for the U.S. Department of Energy.”

8.0 COPYRIGHT PERMISSION/AUTHORIZATIONS

The subcontractor is responsible for obtaining copyright permissions and/or authorizations for all information and/or data, as applicable that is incorporated into all final technical reports. Electronic copies of these copyright permissions and/or authorizations shall be provided to the subcontract associate at the email address provided below. The subcontractor shall also provide a written certification to the subcontract associate as to such permissions and/or authorizations as a condition of final payment. The subcontractor’s (including all lower tier subcontractors, as applicable) certification shall specify that “I have obtained all necessary and legally required copyright permissions and/or authorizations for any and all information, data, graphs, images, etc., as applicable, that is incorporated into the final Technical Report titled __________________________, delivered under this Subcontract No.__________. Copies of these permissions and/or authorizations are attached.”

Deliverable Addresses:

The subcontractor shall clearly label all deliverables to include:

• The subcontractor’s name

• NREL’s subcontract number

• NREL Technical Monitor’s name

• Deliverable date

• Deliverable description.

Deliverables shall be sent via email to each of the following addresses:

1) Elizabeth Gill, Technical Monitor National Renewable Energy Laboratory 15013 Denver West Parkway Golden, CO 80401 mailto:images@nrel.gov e-mail: elizabeth.gill@nrel.gov

• One (1) master electronic version, including graphics mailto:elizabeth.gill@nrel.gov