Energy Savings Performance Contracting: An Advanced Guide  

Course ID: 
FEMP15a
Duration: 
8.5 Hours
Level: 
Intermediate
Prerequisites: 
None
AIA Learning Units: 
8.5 LU | HSW
FEMP IACET: 
0.90 CEU
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Federal performance contracting mandates require agencies to evaluate their facilities, identify potential savings, and appropriately leverage both private and public sector funding to invest in comprehensive projects. This course introduces learners to best practices for establishing partnerships with energy services companies through Energy Savings Performance Contracts (ESPCs) to meet this challenge.

Learners will be introduced to energy savings performance contracting, including primary concepts, timelines, authorizing legislation, and stakeholder roles and responsibilities, as well key documents and processes related to the five phases of the ESPC development process:

  • Phase 1: Acquisition Planning
  • Phase 2: ESCO Selection and Preliminary Assessment
  • Phase 3: Pre-Award Project Development
  • Phase 4: Project Implementation
  • Phase 5: Post-Acceptance Performance Period

Instructor

Kurmit Rockwell, PE, CEM, LEED AP, Federal Energy Management Program   

Kurmit Rockwell is the Federal Energy Management Program's energy savings performance contracts (ESPC) program manager. He oversees services, tools, and resources needed to assist agencies with implementing successful ESPC projects. Throughout his career spanning over 25 years, Rockwell's work has included engineering and all aspects of ESPC project implementation for Federal, state, and local governments. His work in the public and private sector energy services industry has focused on evaluation and implementation of energy and water cost-saving technologies, smart building energy optimization services, renewable energy systems, and demand-side management. He holds a Bachelor's degree in chemical engineering from Polytechnic Institute of New York University and a Master's degree in building systems engineering from the University of Colorado. He is a registered professional engineer in multiple states.

Learning Objectives

Upon completing this course, you will understand:

  • Basics of an ESPC, including definitions, scope, authorizing legislation, financing arrangements, team roles, and key contracting documents;
  • The Five Phases of ESPC development: from team-building and acquisition planning to the project acceptance and close-out;
  • The role of the Risk, Responsibility, and Performance Matrix in summarizing and assigning risks and/or responsibilities to the ESCO, agency, or both;
  • The importance of measurements and verification (M&V) to a successful project, including M&V concepts, how guarantees are met, and the definition of savings; and
  • Strategies for reviewing the ESCO's final proposal, including the technical proposal, Task Order financial schedules, project financing, and pricing.

Students who are seeking eight (8) DAU/FAU Continuous Learning Points (CLP) for participating in the ESPC course following the successful completion of the course modules and a multiple-choice assessment should take the course at the Defense Acquisition University.