EXPLORATORY DISCUSSIONS - PRE DECISIONAL

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A PROJECT FOR THE COOPERATIVE RESEARCH ON HYBRID ELECTRIC PROPULSION BETWEEN THE DEPARTMENT OF DEFENSE OF THE UNITED STATES OF AMERICA AND THE MINISTRY OF DEFENSE OF JAPAN v10 1

Report Documentation Page Form Approved OMB No. 0704-0188 Public reporting burden for the collection of information is estimated to average 1 hour per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to Washington Headquarters Services, Directorate for Information Operations and Reports, 1215 Jefferson Davis Highway, Suite 1204, Arlington VA 22202-4302. Respondents should be aware that notwithstanding any other provision of law, no person shall be subject to a penalty for failing to comply with a collection of information if it does not display a currently valid OMB control number. 1. REPORT DATE 24 JAN 2011 2. REPORT TYPE Briefing Charts 3. DATES COVERED 07-09-2010 to 15-01-2011 4. TITLE AND SUBTITLE A PROJECT FOR THE COOPERATIVE RESEARCH ON HYBRID ELECTRIC PROPULSION BETWEEN THE DEPARTMENT OF DEFENSE OF THE UNITED STATES OF AMERICA AND THE MINISTRY OF DEFENSE OF JAPAN 6. AUTHOR(S) Wolfgang Peterman 5a. CONTRACT NUMBER 5b. GRANT NUMBER 5c. PROGRAM ELEMENT NUMBER 5d. PROJECT NUMBER 5e. TASK NUMBER 5f. WORK UNIT NUMBER 7. PERFORMING ORGANIZATION NAME(S) AND ADDRESS(ES) U.S. Army TARDEC,6501 East Eleven Mile Rd,Warren,Mi,48397-5000 9. SPONSORING/MONITORING AGENCY NAME(S) AND ADDRESS(ES) U.S. Army TARDEC, 6501 East Eleven Mile Rd, Warren, Mi, 48397-5000 8. PERFORMING ORGANIZATION REPORT NUMBER #21483 10. SPONSOR/MONITOR S ACRONYM(S) TARDEC 11. SPONSOR/MONITOR S REPORT NUMBER(S) #21483 12. DISTRIBUTION/AVAILABILITY STATEMENT Approved for public release; distribution unlimited 13. SUPPLEMENTARY NOTES 14. ABSTRACT The objective of this Hybrid Electric Propulsion agreement is to engage in Hybrid Electric Propulsion research under three distinct tasks with the goal of establishing a common hybrid electric propulsion test operating procedure which is suitable for both wheeled and tracked platforms. 15. SUBJECT TERMS Hybrid Propulsion, Series Hybrid, Parallel Hybrid, TOP, CHEP TOP, HEP TOP, National, Technical infrastructure 16. SECURITY CLASSIFICATION OF: 17. LIMITATION OF a. REPORT unclassified b. ABSTRACT unclassified c. THIS PAGE unclassified ABSTRACT Public Release 18. NUMBER OF PAGES 18 19a. NAME OF RESPONSIBLE PERSON Standard Form 298 (Rev. 8-98) Prescribed by ANSI Std Z39-18

Table of Contents Definition of terms and abbreviations Objectives Scope of work Schedule Management Financial provisions Security 2

Definitions of Terms and Abbreviations The following definitions will apply: Hybrid Propulsion - Implies the existence of more than one (in general two) power sources (i.e. (a) a prime mover, generally a diesel engine for military vehicles (b) energy storage system, generally a battery pack, and one or more propulsion mechanisms (i.e. mechanical via engine transmission or electrical using engine driven generator and electric motors) which use those previously mentioned power sources to propel the wheels or tracks of the vehicle. Series Hybrid Implies the existence of more than one (in general two) power sources (i.e. engine/generator and battery pack which can translate the chemical or electrical energy through power electronics conversion units into mechanical power/energy, either through internal combustion engine (ICE), and one or more electric motors. The mechanical energy of the internal combustion engine (ICE) is used only to drive a generator which can charge the battery pack. The wheels or tracks of the vehicle can be propelled only by the electric motor(s) which is/are driven by the battery and/or generator (acting together or individually ). Parallel Hybrid Implies the existence of more than one (in general two) power sources (i.e. engine/generator and battery pack ) and two drive train paths, a mechanical path through the engine transmission and an electrical path through electric motor(s) and their power electronic controls, with the ability to propel the wheels or tracks of the vehicle by either the ICE engine and transmission, or the electric motor, acting individually or in combination. TOP Test Operating Procedure. It implies the development of methodology to evaluate the subject vehicle performance. CHEP TOP - Common Hybrid Electric Propulsion Test Operating Procedure. HEP TOP Hybrid Electric Propulsion Test Operating Procedure. National Belonging to a particular country. Technical infrastructure Totality of necessary resources in terms of technical expertise, equipments, facilities, supporting human resource (both technical and non-technical), and funding, which collectively can implement and bring a technology to fruition. 3

Objectives The objective of this Hybrid Electric Propulsion agreement is to engage in Hybrid Electric Propulsion research under three distinct tasks with the goal of establishing a common hybrid electric propulsion test operating procedure which is suitable for both wheeled and tracked platforms. 4

Scope of Work and Sharing of Tasks Scope of Work The Parties will conduct cooperative research consisting of the following tasks : Task 1 Develop national Hybrid Electric Propulsion (HEP) TOPs, exchange national HEP TOPs Task 2 Observe testing and participate in scoring conferences and reviews of respective national hybrid platforms. Task 3 Jointly generate a CHEP TOP 5

Scope of Work and Sharing of Tasks Party Tasks: Japan MOD. In Task 1, the following work will be accomplished by the Japan MOD: Develop a national Hybrid Electric Propulsion (HEP) TOP for a Tracked Vehicle. Exchange national HEP TOP for a Tracked Vehicle and analyze the other Party s HEP TOP for a Wheeled Vehicle. 6

Scope of Work and Sharing of Tasks U.S. DoD. In Task 1, the following work will be accomplished by DoD US: Develop a national Hybrid Electric Propulsion (HEP) TOP for a Wheeled Vehicle. TARDEC to provide current Hybrid Test Operating Procedures (TOP) to Japan. Exchange national HEP TOP for a Wheeled Vehicle and analyze the other Party s HEP TOP for a Tracked Vehicle. 7

Scope of Work and Sharing of Tasks Japan MOD. In Task 2, the following work will be accomplished by Japan MOD: Invite U.S. DoD representatives to attend program reviews, technology interchange meetings, system design reviews, and other meetings that the Participants mutually determine are relevant (attendance can be through virtual meetings). Allow GVPM personnel to participate in GSRC hybrid program technical reviews and observe in component and/or platform testing consistent with disclosure authority 8

Scope of Work and Sharing of Tasks U.S. DoD In Task 2, the following work will be accomplished by DOD US: Exchange test data from the DDRE sponsored and already funded FED-B program by allowing TRDI-GSRC to observe FED-B testing using the existing TARDEC Hybrid TOP consistent with disclosure authority. Invite Japan MOD representatives to attend program reviews, technology interchange meetings, system design reviews, and other meetings that the Participants mutually determine are relevant (attendance can be through virtual meetings). 9

Scope of Work and Sharing of Tasks In Task 3, The following work will be accomplished by both U.S. DoD and Japan MOD: The parties will generate a CHEP TOP for use on both Tracked and Wheeled vehicles The parties will host representatives to attend program reviews, technology interchange meetings, system design reviews, and other meetings that the Participants mutually determine are relevant to accomplish this task (attendance can be through virtual meetings). The parties will review potential options for a possible follow on phase which could entail joint testing of a national HEP demonstrator utilizing the CHEP TOP and established infrastructure to support provided financial resources are available. 10

Schedule This will proceed according to the following phases and schedule. Note that national priorities may pre-empt the agreed-upon schedule: Start X Task #1 Develop a national HEP TOP X - 20 Months Task #2 Reciprocal test observation X - 32 Months Task # 3 Develop CHEP TOP 32-48 Months 11

1 st QTR 2 nd QTR 3 rd QTR 4 th QTR 1 st QTR 2 nd QTR 3 rd QTR 4 th QTR 1 st QTR 2 nd QTR 3 rd QTR 4 th QTR 1 st QTR 2 nd QTR 3 rd QTR 4 th QTR 1 st QTR 2 nd QTR 3 rd QTR 4 th QTR 1 st QTR 2 nd QTR 3 rd QTR 4 th QTR 1 st QTR 2 nd QTR 3 rd QTR 4 th QTR 1 st QTR 2 nd QTR 3 rd QTR 4 th QTR EXPLORATORY DISCUSSIONS - PRE DECISIONAL Single Step Approach to Hybrid Electric Propulsion Collaboration Utilizing FED B 2011 2012 2013 2014 2015 2016 2017 2018 PH I National Staffing Start End Task 1 Develop Natl TOP Task 2 FED B Test utilizing US TOP w/japanese participation Jpn Platform build w/us participation Task 2 Jpn test utilizing JP Natl TOP w/us participation Task 3 Develop CHEP TOP 12

Management The program managers will be from the U.S. Army Tank Automotive Research and Development Engineering Center and from XXXX. U.S. Program Manager:» Mr. Charles G. Coutteau» Associate Director, Ground Vehicle Power and Mobility» U.S. Army Research, Development and Engineer Command» Tank-Automotive Research, Development and Engineering Center (TARDEC)» ATTN: AMSRD-TR-R» 6501 E. 11 Mile Road» Warren, MI 48395-5000» Tel: +01-586-282-6411» Email: charles.george.coutteau@us.army.mil Japan Program Manager: U.S. Project Officer:» Mr. Ghassan ( Gus ) Khalil» Team Leader, Hybrid Technology» U.S. Army Research, Development and Engineer Command» Tank-Automotive Research, Development and Engineering Center (TARDEC)» ATTN: AMSRD-TR-R» 6501 E. 11 Mile Road» Warren, MI 48395-5000» Tel: +01-586-282-7989» Email: gus.khalil@us.army.mil Japan Project Officer: 13

Management U.S. Deputy Project Officer:» Dr. Abul Masrur» Hybrid Technology» U.S. Army Research, Development and Engineer Command» Tank-Automotive Research, Development and Engineering Center (TARDEC)» ATTN: AMSRD-TR-R» 6501 E. 11 Mile Road» Warren, MI 48395-5000» Tel: +01-586-282-2403» Email: md.abul.masrur@us.army.mil 14

Financial Provisions The parties estimate that the cost of executing the scope of work is $24.75M then-year U.S. dollars. The parties estimate that $13.25 then year dollars will be spent by the U.S. DoD and that $11.5M then year dollars will be spent by the Japan MOD. The U.S. dollar will be the reference currency for this Project. Cooperative efforts of the Parties over and above the jointly agreed tasks set forth in the Scope of Work and Sharing of Tasks will be subject to amendment. The obligations of each participant are subject to the availability of funds for those purposes. 15

Estimate of Financial Provisions Funding Source FY 11 FY 12 FY 13 FY 14 Total US Financial Cost.75M.25 1.0M PE# US Non-Financial 12.25M 12.25M Total US Cost 13M.25M 13.25M Japan Financial 7.0M 2.2M 2.3M 11.5M Cost Japan Non- Financial Cost Total Japan Cost 7.0M 2.2M 2.3M 11.5M Total Project Value 20M 2.45M 2.3M 24.75M 16

Explanation of Financial Contributions U.S. DoD Non-Financial Background information 3M - FEB-B Concept and Analysis 8.75M -FED-B Hardware.5M - National HEP TOP Financial Foreground Information 1M - FED-B Test Support CHEP Development Travel Japan MoD Non-Financial Background Information Financial 17

Security The highest level of information to be exchanged is Controlled Unclassified Information. 18