EDUCATION TYPE: On–site Workshop
Attendees are required to be a U.S. citizen. Registration is open to federal employees, DOE National Labs, and state and local government employees. Others, such as DOE M&O contractors may be considered on a case by case basis.
This three–day workshop 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 U.S. Department of Energy (DOE) IDIQ contracts and how to get started with an ESPC project at your site. Training sessions 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.
Whether you are at the beginning of acquisition planning and considering the ESPC approach or are already underway with a project, this workshop will provide a comprehensive understanding of the ESPC process. The workshop is sponsored by DOE's Federal Energy Management Program (FEMP) and is taught by experts in the field of alternatively financed contracts including federal contracting officers (retired and active), federal project executives, DOE national laboratory experts, and other consultants with extensive background in ESPCs.
Kurmit Rockwell, PE, CEM, LEED AP, Federal Energy Management Program Read Bio
Kurmit serves as 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, Kurmit's work 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.
Brandi Eng-Rohrbach, Federal Energy Management Program Read Bio
Brandi is the Federal Energy Management Program (FEMP) program lead for ESPC project facilitation services and life of contract services. Brandi has over five years of project management and consulting experience in the energy field. She previously analyzed facility energy issues and determined appropriate investment strategies for energy projects for the Navy. Prior to that she provided technical guidance, performed project review, and developed program implementation processes for a utility demand side management program for industrial and commercial clients. Brandi holds a B.A. in Environmental Science from Oberlin College, a M.B.A. from California Polytechnic State University, and an M.S. in Civil Engineering from Carnegie Mellon University.
Thomas Hattery, Federal Project Executive Read Bio
Tom has been serving as a federal project executive for the Federal Energy Management Program since 2002. In this role, Tom assists Federal agencies with alternatively financed energy improvements through vehicles like energy savings performance contracting and utility energy savings contracting. He covers the mid–Atlantic and northeast in the U.S. and all State Department facilities world–wide.
Deborah Kephart, Allegheny Science and Technology Read Bio
Deb is a retired federal contracting officer with over 25 years of acquisition experience, including over 13 years with energy savings performance contracts (ESPC). Deb 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. Deb 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 California CPA.
Phil Coleman, MS, CEM, CMVP, Lawrence Berkeley National Laboratory Read Bio
Phil has worked at Lawrence Berkeley National Laboratory (LBNL) since 1996. He is a technical advisor to the Federal Energy Management Program's energy savings performance contracting (ESPC) program, focusing particularly on utility rates and measurement and verification of savings. Phil also spearheaded an initiative to educate federal facilities on efficiency and renewable project incentives, demand response, utilities procurement, and "rate–responsive building operation." Internationally, he has advised governments in Mexico, India, Chile, and Jordan on developing public sector energy conservation programs. Phil received his bachelor's degree from Earlham College (1986) and his Master of Science in energy management and policy from the University of Pennsylvania (1994). He also holds the Association of Energy Engineers' Certified Energy Manager® (CEM®) and Certified Measurement and Verification Professional (CMVP) designations.
Upon completion of this workshop, attendees 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 reallocate 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;
- Describe why an agency needs measurement and verification (M&V) and why there is so much focus on M&V;
- Explain the importance of the task order request for proposal (RFP) and why it is a departure from standard contracting;
- Identify the elements of the final proposal understanding that the contractor integrates findings from the investment grade audit with the requirements stated in the IDIQ and task order RFP to produce the final proposal;
- Discuss how ESPC projects are financed and what constitutes a good deal for the government; and
- Understand the performance period or life of contract quality assurance agencies are required to maintain.