ESPC Comprehensive Training  

Education Type: 
Live Online
Duration: 
10.5 Hours
Level: 
Introductory
Date: 
04-06-2021 to 04-08-2021
Time: 
1:00 PM - 4:30 PM (EST)
Prerequisites: 

None

FEMP IACET: 
1.1 CEU

This three-day webinar will educate attendees about how to implement energy and water projects through an energy savings performance contract (ESPC). The workshop will offer 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 (M&V), understanding task order schedules, pricing and financing aspects of the project, and post award contract administration.

Breakout sessions focusing on technical and contracting topics will provide attendees 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 webinar will provide a comprehensive understanding of the ESPC process. The webinar is sponsored by DOE's Federal Energy Mangement Program (FEMP) and will be 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. Students will interact with instructors who are experts in contracting and the technical aspects of project development.

Instructors

Tom Hattery, Federal Project Executive, U.S. Department of Energy  

Since 2002, Tom Hattery has been a federal project executive for U.S. Department of Energy's Federal Energy Management Program. In this role, Tom assists federal agencies with alternatively financed energy improvements through vehicles such as energy savings performance contracts (ESPC) and utility energy savings contracts. He covers the mid-Atlantic and northeastern states and all U.S. State Department facilities worldwide. From 1997 to 2002, Tom was an assistant director in the Maryland Energy Administration where he managed several programs including Maryland's Energy Performance Contracting, Million Solar Roofs, Home Energy Rating System, and biomass fuel. Tom is a former president of the Energy Services Coalition, a national organization promoting ESPCs.

Schuyler (Skye) Schell, Supervisor, U.S. Department of Energy Federal Energy Management Program  

Schuyler Schell supervises Project Procurement and Distributed Generation Services at the Federal Energy Management Program (FEMP), within the Energy Efficiency and Renewable Energy Office of the Department of Energy, in Washington, D.C. FEMP assists Federal Agencies in their efforts to achieve high levels of energy and cost efficiency and resiliency in their facilities. FEMP supports agencies through a variety of means, including: performance contracting mechanisms; design and technical assistance; technical information, tools, and training; outreach; quality assurance; and interagency working groups, among other activities and resources. Most of FEMP’s tools and training are web-based and available to, and used by, a wide range of public and private market participants. Mr. Schell leads the FEMP Program relating to DOE’s Energy Savings Performance Contracts, Utility Energy Services Contracts, Distributed Energy Project and Procurement support, DOE Utility Contract Oversight, and other initiatives. Before coming to the DOE in 2001, Mr. Schell served in a variety of capacities at a leading housing finance Government Sponsored Enterprise in McLean VA. These roles included: Director of Sales and Integration, Director of Structured Transactions, and Director of Marketing Strategy and Planning. Earlier in his career, Mr. Schell was Vice President for Secondary Marketing and Product Development for a Dallas based Mortgage Company and was an economist and the Director of Government Agency Relations for a trade association in Washington. He has an undergraduate degree in Economics from the State University of New York at Albany, and a Master of Planning Degree from the School of Architecture at University of Virginia.

Eusebio M. (Sam) Espinosa, Retired Federal Contracting Officer, Boston Government Services  

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 multi-billions, including base procurement purchasing supplies and equipment for the 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 and administered R&D, full-scale development, and production contract while establishing the Contract Administrative Office. Sam was the senior contracting officer for the 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's National Nuclear Security Administration.

Phil Voss, Senior Project Leader, National Renewable Energy Laboratory  

Phil is a Senior Project Leader in the Integrated Applications Center at the National Renewable Energy Laboratory (NREL) and currently provides technical assistance for alternative financing programs and projects, supporting the DOE FEMP ESPC, UESC, and Distributed Energy programs. His work includes cross-coordination of these programs, performance period support for ESPC projects, training development and delivery, and efforts to advance implementation of Energy Sales Agreements at federal facilities. Phil also has experience managing project technical assistance, strategic energy planning, and representing NREL with a range of federal and non-federal clients. Phil has a B.S. in Architectural Engineering from North Carolina A&T State University.

Russ Dominy, ESPC Instructor, BGS-LLC  

Russ is an experienced acquisition professional having served as the former Acquisition Director/Chief of Contracts Office at NAVFAC Engineering and Expeditionary Warfare Center. Russ was the department head responsible for overall management of 50 employees including 40 contracting personnel. Russ also has held positions as the Supervisory Contracting Officer, Procurement Contracting Officer (PCO), Administrative Contracting Officer, Contract Specialist, Acquisition Manager, and Contracting Officer Representative. Russ served as the PCO and Source Selection Authority for all large contract actions including over $1B in ESPC contracts. Russ was responsible for Command Government Commercial Purchase card consisting of over $2M in transactions annually.

Learning Objectives

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; and
  • Describe why an agency needs M&V and why there is so much focus on M&V;
  • Explain the importance of the task order 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 IGA 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.
Federal Agencies and Facility Criteria: