EDUCATION TYPE: On-site Workshop
Registration priority is given to federal employees, DOE National Labs, and state and local government employees. Others, including ESPC ESCOs, may register and attend as space is available.
This 2019 Energy Exchange pre-event workshop provides an introductory overview of the fundamentals of energy savings performance contracts (ESPCs). Students will interact with instructors who are experts in contracting and the technical aspects of project development. This workshop includes a basic introduction to the U.S. 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 (M&V), understanding task order schedules, pricing and financing aspects of the project, and post-award contract administration.
Kurmit Rockwell, PE, CEM, LEED AP., U.S. Department of Energy, Federal Energy Management Program (FEMP) Read Bio
Kurmit serves as ESPC program manager for FEMP, 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 includes 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, U.S. Department of Energy, Federal Energy Management Program (FEMP) Read Bio
Brandi is the FEMP program lead for ESPC project facilitation services and life of contract services. Brandi has more than 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.
Eusebio M. (Sam) Espinosa, ESPC Instructor Read Bio
Sam is a senior subject matter expert providing contract management services to federal agencies. Sam has more than 40 years of experience in all types of contracting and acquisitions ranging from small purchases, up to multibillions, including but not limited to: base procurement, purchasing supplies and equipment for Air Force Weapons Laboratory. He served as the administrative contracting officer for the F-16 Program, involving several U.S. and foreign government agencies. He served as procuring/administrative contracting officer for the B-2 Program, administered R & D development, full scale development, and production contract, while establishing the Contract Administrative Office. Sam was the senior contracting officer, Ballistic Missile Office, supporting Peacekeeper in Minuteman Silos, and Small ICBM. He served as manager and senior contracting officer as well as principle contracting advisor for ESPCs at the U.S. Department of Energy/National Nuclear Security Administration.
Wayne Latham, U.S. Department of Energy, Golden Field Office Read Bio
Wayne is the U.S. Department of Energy's contracting officer for the three generations of ESPC IDIQs and the related support services. He has been with the Golden Field Office since September of 2012 as part of the team that provides support and guidance to the Federal Energy Management Program (FEMP) and federal agency partners. His educational background includes a B.A. in political science, an M.A. in history, an M.A. in management, and work on an M.A. in construction management. Additionally, Wayne has held commercial positions that include sales, marketing, and project management roles with M.A. Mortenson Construction Co., Platte Valley Lumber, and AT&T.
Bob Slattery, Oak Ridge National Laboratory (ORNL) Read Bio
As a member of ORNL's Energy and Transportation Science Division, Bob provides technical support to the Federal Energy Management Program (FEMP). Bob 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, Bob'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 and technology management from Santa Clara University.
Scott Wolf, Oak Ridge National Laboratory (ORNL) Read Bio
Scott is a federal project executive (FPE) at Oak Ridge National Laboratory where he supports the U.S. Department of Energy's Federal Energy Management Program. Scott 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. He has 30 years of energy technology and engineering experience, including performing technical analysis and energy program development in the government sector. He is responsible for assisting a variety of Federal agencies implement alternatively financed energy projects. In this capacity, Scott provides expert advice and guidance to all levels of an organization that are responsible for completing multi-million dollar energy project deals through Energy Saving Performance Contracts and other mechanisms.
Upon completion of this course, 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 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 investment grade audit with the requirements stated in the IDIQ (indefinite delivery, indefinite quantity) and task order request for proposal (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;
- Understand the performance period or life of contract quality assurance agencies are required to maintain; and
- Receive instruction on how to obtain resilience in an ESPC project and review a relevant case study.