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© 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised 6/15/10 "These materials are intended to provide general information (not legal or other advice) about important new legislation or developments. These materials are not intended to substitute for a thorough analysis of the subject covered or any subsequent developments relating to that subject.“.

© 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised

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Page 1: © 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised

© 2009 Regal Beloit Corporation. All rights reserved.

EISA

Energy Independence & Securities Act

and

NEMA Premium® Efficiency

April 14, 2009

Revised 6/15/10"These materials are intended to provide general information (not legal or other advice) about important new legislation or developments. These materials are not intended to substitute for a thorough analysis of the subject covered or any subsequent developments relating to that subject.“.

Page 2: © 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised

© 2009 Regal Beloit Corporation. All rights reserved.

EISA (Public Law 110-140) was signed by President Bush on December 19, 2007 and will become effective

on December 19, 2010.

Beginning on December 19, 2010, motor manufacturers may not build motors with a lower nameplate

efficiency than EISA allows. EISA applies to both NEMA frame motors and the equivalent IEC frame motor.

Motors that are built before December 19, 2010 but are held in inventory or are in transit can be sold,

this deadline applies only to build dates.

EISA Basics

General Overview of Levels General Purpose NEMA & IEC motors that today need to meet EPAct efficiency, will need to

meet the NEMA Premium® efficiency levels (Table 12-12) beginning on December 19, 2010

General Purpose NEMA & IEC motors that were exempt from EPAct because of voltage,

mounting, etc. will need to meet EPAct efficiency (Table 12-11) beginning on December 19, 2010

NEMA & IEC motors that are not considered “General Purpose” (i.e., motors that cannot be used

in most applications, such as special shafts, blowers or nonstandard frequencies, nonstandard

volts/Hz) remain exempt from EISA regulations for efficiency.

Page 3: © 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised

© 2009 Regal Beloit Corporation. All rights reserved.

On March 31, 2009, the U.S. Senate Energy and Natural Resources Committee adopted a provision

that creates a motor rebate program for premium efficiency motors, known as the “crush for credit”

program. This proposal passed the House of Representatives but did not go before the Senate for voting.

It is possible that a form of the proposed rebates below could still go before the Senate but it has not yet.

Proposed Rebates$25 per horsepower for the purchase of NEMA Premium motors

Must demonstrate evidence that the user purchased an electric motor that meets the new requirements to replace an installed (existing) motor.

$5 per horsepower for the disposal of the old inefficient motorMust demonstrate evidence that the entity removed the installed motor from service and properly disposed of the old motor and nameplate.

It is intended to offset the cost of purchasing a new, more efficient motor and to encourage the purchaseof higher efficiency motors instead of repairing older, less efficient motors.

Details regarding acceptable “evidence” of purchase and disposal have not yet been defined.

Rebates

Page 4: © 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised

© 2009 Regal Beloit Corporation. All rights reserved.

EISA Rules Summary

If motor has one (or more) of these features, it is exempt and can be Standard Efficiency

Voltage over 600vSingle phaseFrequencies other than 60Hz or 60/50HzDesign D and Ultra High Slip (UHS) motorsMultispeed10 Pole and higher pole countEncapsulated windingFrequency other than 60HzFrame Size - nonNEMA, 56Fr and smallerSpecial Base or FeetThrust BearingsSleeve BearingsNon-NEMA (custom) flange / bracket / endshieldNon-standard shaft dimensions (non-NEMA)Integral Gear MotorSaw ArborTENV, TEBC, DPFVTEAO or Open Air OverNon-Continuous / IntermittentPhase convertersBrake (installed, not provisions only)

If motor does not have any features from the Standard Efficiency section but does have one or

more of the following features, it must meet EPACT (Table 12-11)

201-500hpVoltages other than 230v, 460v but <601v (all 60Hz)Design C8 PoleNEMA U or US shaftFootless or Round bodyClose Coupled PumpVertical Normal ThrustFirepump

Start:

If motor does not have any features from the Standard Efficiency section or EPACT

section, then it must meet NEMA Premium (Table 12-12)

NEXT

NEXT

Note: NEMA frames and IEC equivalents are included in the categories

above – use other features to determine efficiency level.

Page 5: © 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised

© 2009 Regal Beloit Corporation. All rights reserved.

208v, 208-230v, 208-230/460v

Motors that would need to meet NEMA Premium because they are otherwise General PurposeA spread voltage rating of 208-230v would require compliance to NEMA Premium (Table 12-12) at 230v and compliance with EPACT efficiency (Table 12-11) at 208v

A spread voltage rating of 208-230/460v would require compliance to NEMA Premium (Table 12-12) at 230v and460v and compliance with EPACT efficiency (Table 12-11) at 208v

If the design doesn't comply with the 12-11 levels at 208 volt then, it would be acceptable to use "Operational at 208 volt at ## Max. Amps" on the blank line of the nameplate.

Motors that would need to meet EPACT because of mounting or other featuresA spread voltage rating of 208-230v would require compliance to EPACT efficiency (Table 12-11) at both 208v and 230v

A spread voltage rating of 208-230/460v would require compliance to EPACT efficiency (Table 12-11) at 208v, 230v and 460v.

Page 6: © 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised

© 2009 Regal Beloit Corporation. All rights reserved.

Examples of EISA Rules

Example #1:

Motor ABC is an EPACT motor (12-11) with rating 100hp 230/460v, 60Hz, 405T 1800rpm, TEFC,

standard bracket, horizontal, rigid base.

Beginning on December 19, 2010 it can no longer be sold because it is a General Purpose NE MA motor

and will not meet the efficiency requirements under EISA.

EISA requires that this model must meet NEMA Premium efficiency standards. Increasing the

efficiency of this motor would require a design change.

Example #2:

Motor XYZ is the same as ABC except it has space heaters and a special 13.75” shaft extension.

The special shaft extension makes motor XYZ exempt from the EISA requirements, therefore, it can

continue to be purchased after December 19, 2010 without a design change or a substitute motor.

Page 7: © 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised

© 2009 Regal Beloit Corporation. All rights reserved.

If my older, less efficient motor fails, why should I upgrade an Exempt motor to NEMA

Premium instead of rewinding the old motor?

Higher efficiency motors:

1) Reduce the operating costs and less stress on utilities, supporting Green initiatives.

2) Generally operate at a lower temperature and for every 10°C reduction in operating temperature, insulation life doubles.

3) Are generally quieter (smaller fans).

4) Have lower vibration with lower bearing temperatures for longer bearing life.

5) Earn a rebate.

Comparison of Operating Cost:

Example: 100hp 1800rpm ODP motor

Operating 24 hrs/day, 240 days/year at a cost of $0.08 per kW-hr

Standard efficiency motor with 93% versus NEMA Premium motor with 95.4%

Standard efficiency motor uses $36,963 worth of electricity per year to operate

NEMA Premium motor uses $36,033 worth of electricity per year to operate

In addition to direct energy cost savings, maintenance and downtime will be reduced.

Why Should I Upgrade?

Over a 20 year lifethis is $18,600

Page 8: © 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised

© 2009 Regal Beloit Corporation. All rights reserved.

What can Marathon Electric do for Me?

Our Sales and Engineering teams can help ensure compliance with the new EISA

requirements and with your own internal energy initiatives:

1. We will compile a list of the motors that you purchased in the last 12 months.

2. We will help analyze the cost and benefits of upgrading each motor.

3. We will match those models to the new model number.

4. For motors that do not yet have a new model with all of the same features, we will work with you to establish the new model.

For special motors that will still be exempt under EISA, consider upgrading to save operating

cost over the life of the motor.

Some applications may have size, weight or performance constraints - - now is the

time to consider these special conditions.

Watch for other innovative solutions from your motor energy saver, Marathon Electric!

Page 9: © 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised

© 2009 Regal Beloit Corporation. All rights reserved.

NO LEGISLATION by IEC - - Voluntary Compliance

2/1518/FDIS document issued in Sept 2008 defines levels for IE1, IE2, IE3

IE4 is not defined but is reserved for Super Premium

50Hz

IE1 is based upon old EFF2, not a direct match

IE2 is based upon old EFF1, not a direct match

IE3 is based upon 15% to 20% lower losses than IE2

NEMA Table 12-14 for 50Hz was revised in 2009 to match IE3

60Hz

IE1 60Hz is equal to Brazil’s level

IE2 60Hz is the same as EPACT

IE3 60Hz is the same as NEMA Premium

British Columbia, Canada will match EISA - - January 1, 2011

Natural Resources Canada (NRCan) proposed change for all of Canada.

Expect decision after April 20, 2009.

Worldwide Energy Standards

IE1

IE4

IE2

IE3

Page 10: © 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised

© 2009 Regal Beloit Corporation. All rights reserved.

Other Resources

US Department of Energy: www.energy.gov

Motor Decisions Matter: www.motorsmatter.org

National Electrical Manufacturers Association: www.nema.org

Alliance to Save Energy: www.ase.org

Consortium for Energy Efficiency: www.cee1.org

American Council for an Energy Efficient Economy www.aceee.org

Marathon Electric: www.marathonelectric.com

Regal Beloit Corporation www.regal-beloit.com

Page 11: © 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised

© 2009 Regal Beloit Corporation. All rights reserved.

APPENDIX

Page 12: © 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised

© 2009 Regal Beloit Corporation. All rights reserved.

NEMA MG1 Table 12-11 (EPACT)

2 Pole 4 Pole 6 Pole 8 Pole 2 Pole 4 Pole 6 Pole 8 Pole

1.0 0.0 82.5 80.0 74.0 75.5 82.5 80 741.5 82.5 84.0 84.0 75.5 82.5 84 85.5 772.0 84.0 84.0 85.5 85.5 84 84 86.5 82.53.0 84.0 86.5 86.5 86.5 85.5 87.5 87.5 845.0 85.5 87.5 87.5 87.5 87.5 87.5 87.5 85.57.5 87.5 88.5 88.5 88.5 88.5 89.5 89.5 85.510.0 88.5 89.5 90.2 89.5 89.5 89.5 89.5 88.515.0 89.5 91.0 90.2 89.5 90.2 91 90.2 88.520.0 90.2 91.0 91.0 90.2 90.2 91 90.2 89.525.0 91.0 91.7 91.7 90.2 91 92.4 91.7 89.530.0 91.0 92.4 92.4 91.0 91 92.4 91.7 9140.0 91.7 93.0 93.0 91.0 91.7 93 93 9150.0 92.4 93.0 93.0 91.7 92.4 93 93 91.760.0 93.0 93.6 93.6 92.4 93 93.6 93.6 91.775.0 93.0 94.1 93.6 93.6 93 94.1 93.6 93100.0 93.0 94.1 94.1 93.6 93.6 94.5 94.1 93125.0 93.6 94.5 94.1 93.6 94.5 94.5 94.1 93.6150.0 93.6 95.0 94.5 93.6 94.5 95 95 93.6200.0 94.5 95.0 94.5 93.6 95 95 95 94.1250.0 94.5 95.4 95.4 94.5 95.4 95 95 94.5300.0 95.0 95.4 95.4 94.5 95.4 95.4 95 0350.0 95.0 95.4 95.4 94.5 95.4 95.4 95 0400.0 95.4 95.4 0.0 0.0 95.4 95.4 0 0450.0 95.8 95.8 0.0 0.0 95.4 95.4 0 0500.0 95.8 95.8 0.0 0.0 95.4 95.8 0 0

HP

ODP TEFC

Page 13: © 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised

© 2009 Regal Beloit Corporation. All rights reserved.

NEMA MG1 Table 12-12 (NEMA Premium®)

2 Pole 4 Pole 6 Pole 2 Pole 4 Pole 6 Pole

1 77 85.5 82.5 77 85.5 82.51.5 84 86.5 86.5 84 86.5 87.52 85.5 86.5 87.5 85.5 86.5 88.53 85.5 89.5 88.5 86.5 89.5 89.55 86.5 89.5 89.5 88.5 89.5 89.5

7.5 88.5 91 90.2 89.5 91.7 9110 89.5 91.7 91.7 90.2 91.7 9115 90.2 93 91.7 91 92.4 91.720 91 93 92.4 91 93 91.725 91.7 93.6 93 91.7 93.6 9330 91.7 94.1 93.6 91.7 93.6 9340 92.4 94.1 94.1 92.4 94.1 94.150 93 94.5 94.1 93 94.5 94.160 93.6 95 94.5 93.6 95 94.575 93.6 95 94.5 93.6 95.4 94.5100 93.6 95.4 95 94.1 95.4 95125 94.1 95.4 95 95 95.4 95150 94.1 95.8 95.4 95 95.8 95.8200 95 95.8 95.4 95.4 96.2 95.8250 95 95.8 95.4 95.8 96.2 95.8300 95.4 95.8 95.4 95.8 96.2 95.8350 95.4 95.8 95.4 95.8 96.2 95.8400 95.8 95.8 95.8 95.8 96.2 95.8450 95.8 96.2 96.2 95.8 96.2 95.8500 95.8 96.2 96.2 95.8 96.2 95.8

HP

ODP TEFC

Page 14: © 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised

© 2009 Regal Beloit Corporation. All rights reserved.

NEMA MG1 Table 12-14 (NEMA Premium® for 50Hz) 2009

HP 2 Pole 4 Pole 6 Pole1 80.7 82.5 78.9

1.5 82.8 84.2 81.1

2 84.2 85.3 82.5

3 85.9 86.7 84.4

5 87.9 88.4 86.5

7.5 89.2 89.6 88

10 90.1 90.4 89

15 91.2 91.5 90.3

20 91.9 92.1 91.2

25 92.4 92.6 91.8

30 92.8 93 92.2

40 93.3 93.5 92.9

50 93.7 93.9 93.4

60 94 94.2 93.7

75 94.3 94.6 94.1

100 94.7 95 94.6

125 95 95.3 94.9

150 95.2 95.5 95.2

200 95.5 95.8 95.5

250 95.7 95.9 95.7

300 95.8 96 95.8

350 95.8 96 95.8

400 95.8 96 95.8

450 95.8 96 95.8

500 95.8 96 95.8

Only one table because these match 50Hz IE3 levels - - IEC motors are totally enclosed

Page 15: © 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised

© 2009 Regal Beloit Corporation. All rights reserved.

IEC: IE1

Table 3 Standard Efficiency IE1 50Hz Table 4 Standard Efficiency IE1 60Hz

2 4 6 2 4 60.75 1 72.1 72.1 70.0 0.75 1 77.0 78.0 73.01.1 1.5 75.0 75.0 72.9 1.1 1.5 78.5 79.0 75.01.5 2 77.2 77.2 75.2 1.5 2 81.0 81.5 77.02.2 3 79.7 79.7 77.7 2.2 3 81.5 83.0 78.53 4 81.5 81.5 79.7 3 4 84.5 85.0 83.54 5.5 83.1 83.1 81.4 4 5.5 86.0 87.0 85.0

5.5 7.5 84.7 84.7 83.1 5.5 7.5 87.5 87.5 86.07.5 10 86.0 86.0 84.7 7.5 10 87.5 88.5 89.011 15 87.6 87.6 86.4 11 15 88.5 89.5 89.515 20 88.7 88.7 87.7 15 20 89.5 90.5 90.2

18.5 25 89.3 89.3 88.6 18.5 25 89.5 91.0 91.022 30 89.9 89.9 89.2 22 30 90.2 91.7 91.730 40 90.7 90.7 90.2 30 40 91.5 92.4 91.737 50 91.2 91.2 90.8 37 50 91.7 93.0 91.745 60 91.7 91.7 91.4 45 60 92.4 93.0 92.155 75 92.1 92.1 91.9 55 75 93.0 93.2 93.075 75 92.1 92.1 91.9 75 75 93.0 93.2 93.090 125 92.7 92.7 92.6 90 125 93.0 93.5 94.1

110 150 93.0 93.0 92.9 110 150 94.1 94.5 94.1132 175 93.3 93.3 93.3 150 200 94.1 94.5 94.1160 215 93.5 93.5 93.5 185 250 94.1 94.5 94.1200 270 93.8 93.8 93.8 200 270 94.1 94.5 94.1260 350 94.0 94.0 94.0 260 350 94.1 94.5 94.1300 400 94.0 94.0 94.0 300 400 94.1 94.5 94.1335 450 94.0 94.0 94.0 335 450 94.1 94.5 94.1375 500 94.0 94.0 94.0 375 500 94.1 94.5 94.1

PolesRating (hp)

Rating (kW)Rating (kW)

Rating (hp)

Poles

Page 16: © 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised

© 2009 Regal Beloit Corporation. All rights reserved.

IEC: IE2

Table 5 High Efficiency IE2 50Hz Table 6 High Efficiency IE2 60Hz (EPACT)

2 4 6 2 4 60.75 1 77.4 79.6 75.9 0.75 1 75.5 82.5 80.01.1 1.5 79.6 81.4 78.1 1.1 1.5 82.5 84.0 85.51.5 2 81.3 82.8 79.8 1.5 2 84.0 84.0 86.52.2 3 83.2 84.3 81.8 2.2 3 85.5 87.5 87.53 4 84.6 85.5 83.3 3.7 5 87.5 87.5 87.54 5.5 85.8 86.6 84.6 5.5 7.5 88.5 89.5 89.5

5.5 7.5 87.0 87.7 86.0 7.5 10 89.5 89.5 89.57.5 10 88.1 88.7 87.2 11 15 90.2 91.0 90.211 15 89.4 898.0 88.7 15 20 90.2 91.0 90.215 20 90.3 90.6 89.7 18.5 25 91.0 92.4 91.7

18.5 25 90.9 91.2 90.4 22 30 91.0 92.4 91.722 30 91.3 91.6 90.9 30 40 91.7 93.0 93.030 40 92.0 92.3 91.7 37 50 92.4 93.0 93.037 50 92.5 92.7 92.2 45 60 93.0 93.6 93.645 60 92.9 93.1 92.7 55 75 93.0 94.1 93.655 75 93.2 93.5 93.1 75 75 93.6 94.5 94.175 75 93.8 94.0 93.7 90 125 94.5 94.5 94.190 125 94.1 94.2 94.0 110 150 94.5 95.0 95.0

110 150 94.3 94.5 94.3 150 200 95.0 95.0 95.0132 175 94.6 94.7 94.6 185 250 95.4 95.4 95.0160 215 94.8 94.9 94.8 200 270 95.4 95.4 95.0200 270 95.0 95.1 95.0 260 350 95.4 95.4 95.0260 350 95.0 95.1 95.0 300 400 95.4 95.4 95.0300 400 95.0 95.1 95.0 335 450 95.4 95.4 95.0335 450 95.0 95.1 95.0 375 500 95.4 95.4 95.0375 500 95.0 95.1 95.0

Rating (kW)Rating

(hp)Poles Rating

(kW)Rating

(hp)Poles

Page 17: © 2009 Regal Beloit Corporation. All rights reserved. EISA E nergy I ndependence & S ecurities A ct and NEMA Premium ® Efficiency April 14, 2009 Revised

© 2009 Regal Beloit Corporation. All rights reserved.

IEC: IE3

Table 7 Premium Efficiency IE3 50Hz

2 4 60.75 1 80.7 82.5 78.91.1 1.5 82.7 84.1 81.01.5 2 84.2 85.3 82.52.2 3 85.9 86.7 84.33 4 87.1 87.7 85.64 5.5 88.7 88.6 86.8

5.5 7.5 89.2 89.6 88.07.5 10 90.1 90.4 89.111 15 91.2 91.4 90.315 20 91.9 92.1 91.2

18.5 25 92.4 92.6 91.722 30 92.7 93.0 92.230 40 93.3 93.6 92.937 50 93.7 93.9 93.345 60 94.0 94.2 93.755 75 94.3 94.6 94.175 75 94.7 95.0 94.690 125 95.0 95.2 94.9

110 150 95.2 95.4 95.1132 175 95.4 95.6 95.4160 215 95.6 95.8 95.6200 270 95.8 96.0 95.8260 350 95.8 96.0 95.8300 400 95.8 96.0 95.8335 450 95.8 96.0 95.8375 500 95.8 96.0 95.8

Rating (kW)Rating

(hp)Poles

Table 8 Premium Efficiency IE3 60Hz(NEMA Premium)

2 4 60.75 1 77.0 85.5 82.51.1 1.5 84.0 86.5 87.51.5 2 85.5 86.5 88.52.2 3 86.5 89.5 89.53.7 5 88.5 89.5 89.55.5 7.5 89.5 91.7 91.07.5 10 90.2 91.7 91.011 15 91.0 92.4 91.715 20 91.0 93.0 91.7

18.5 25 91.7 93.6 93.022 30 91.7 93.6 93.030 40 92.4 94.1 94.137 50 93.0 94.5 94.145 60 93.6 95.0 94.555 75 93.6 95.4 94.575 75 94.1 95.4 95.090 125 95.0 95.4 95.0

110 150 95.0 95.8 95.8150 200 95.4 96.2 95.8185 250 95.8 96.2 95.8200 270 95.8 96.2 95.8260 350 95.8 96.2 95.8300 400 95.8 96.2 95.8335 450 95.8 96.2 95.8375 500 95.8 96.2 95.8

Rating (hp)

PolesRating (kW)