Energy Savings Performance Contracting (ESPC) One-Day Workshop  

Course ID: 
FEMPWS08202018D
Duration: 
8 Hours
Level: 
Introductory
Date: 
08-20-2018
Time: 
8:00 am - 5:30 pm (EST)
Location: 

Cleveland, OH

FEMP IACET: 
0.8 CEUs
Take this Course: 

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This workshop provides an introductory overview of the fundamentals of energy savings performance
contracting (ESPC). Students will interact with instructors who are experts in contracting and the technical aspects of project development. The workshop provides a basic introduction to the U.S. Department of Energy (DOE) IDIQ contracts and explains 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, project pricing and financing, and post award contract administration.

Registration priority is given to federal employees, DOE national labs, and state and local government employees. Others, including ESPC energy service companies, may register and attend if space is available.

Instructors

Kurmit Rockwell, Program Manager, (DOE) Federal Energy Management Program   

Kermit Rockwell 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, Program Lead, (DOE) Federal Energy Management Program (FEMP)   

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 (FPE), Federal Energy Management Program (FEMP)   

Tom has been serving as an FPE 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.

Ms. Deborah Kephart, Federal Contracting Officer, Allegheny Science & Technology   

Deb Kephart 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 the U.S. 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.

Learning Objectives

Upon completion of this workshop, attendees will:

  • 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 DOE IDIQ 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 and;
  • Understand the performance period or life of contract quality assurance agencies are required to maintain.
Federal Agencies and Facility Criteria: