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This three-day training course educates attendees on how to implement energy and water projects through an energy savings performance contract (ESPC). The workshop consists of a basic introduction to the Department of Energy IDIQ contracts and how to get started with an ESPC project at your site. Training sections cover task order ordering procedures, contractor selection, energy saving technologies, risk and responsibility, measurement and verification, understanding task order schedules, pricing and financing aspects of the project, and post award contract administration. Breakout sessions focusing on technical and contracting topics provide the trainee with an opportunity to learn by doing.
Instructors
Kurmit Rockwell, PE, CEM, LEED AP, Federal Energy Management Program Read Bio
Kurmit Rockwell serves as FEMP’s ESPC program manager where he oversees services, tools, and resources needed to assist agencies with implementing successful ESPC projects. Over a career spanning 25 years, Mr. 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. Mr. Rockwell 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.
Deborah Kephart, Allegheny Science & Technology Read Bio
Deborah Kephart is a retired federal contracting officer with over 25 years of acquisition experience, including over 13 years with ESPC. She previously worked at U.S. Department of Energy, Golden Colorado as Contracting Officer with responsibility for DOE’s ESPC master contracts. Prior to that she was a contracting officer with Department of Navy responsible for award and administration of numerous energy contracts. Ms. Kephart also served as Auditor, Supervisory Auditor, and Financial Liaison Advisor with the Defense Contract Audit Agency proving audit, pricing and financial advisory services. She holds a B.S. in Accounting from CSUN and is a registered CPA in California.
Scott Wolf, Oak Ridge National Laboratory Read Bio
Scott Wolf is a Federal Project Executive (FPE) supporting the DOE FEMP ESPC Program. Mr. Wolf assists federal agencies in the western part of the country with launching successful third party financed projects and has worked with most federal agencies in the field. Mr. Wolf has 30 years of energy technology and engineering experience, including performing technical analysis and energy program development in the government sector. Mr. Wolf is responsible for assisting a variety of Federal agencies implement alternatively financed energy projects. In this capacity, Mr. Wolf provides expert advice and guidance to all levels of an organization that are responsible for completing multi-million dollar energy project deals through ESPCs and other mechanisms.
Bob Slattery, Oak Ridge National Laboratory Read Bio
Bob Slattery is a member of ORNL’s Energy and Transportation Science Division. Mr. Slattery provides technical support to FEMP. Mr. Slattery conducts engineering and economic analysis for FEMP’s ESPC and ESPC ENABLE programs in the implementation of energy and cost savings projects at federal facilities. As an engineer of 24 years, Mr. Slattery’s background has also included experience in the areas of advanced materials development, manufacturing and technology deployment. He holds a Bachelor’s degree in mechanical engineering from Villanova University and a Master’s degree in Engineering & Technology Management from Santa Clara University.
Learning Objectives
Learners will be able to:
- Explain the ESPC authority as a tool for energy and cost savings at federal agencies;
- List the enabling authority to enter into third-party financing agreements to fund federal energy projects;
- Describe how ESPCs re-allocate current spending and how agencies can ensure that their projects are of the highest possible value;
- Describe the project planning activities that will set the stage for a successful ESPC project including the Acquisition Team’s critical roles and responsibilities;
- Define the level of information required to be included in a Preliminary Assessment;
- Understand types of reliability and resilience measures that can be included in ESPCs and start your project with a notice of opportunity;
- Describe why an agency needs Measurement and Verification (M&V) and why there is so much focus on M&V;
- Identify the elements of the final proposal understanding that the contractor integrates findings from the IGA with the requirements stated in the IDIQ and Task Order RFP to produce the Final Proposal;
- Explain the importance of the Task Order RFP and why it is a departure from standard contracting;
- Discuss how ESPC projects are financed and what constitutes a good deal for the government;
- Learn how to manage transitions from Pre-award to Post-award and;
- Understand the performance period or life of contract quality assurance agencies are required to maintain.
