Energy Savings Performance Contracting (ESPC) Three-day Training Workshop  

Course ID: 
FEMPWS03262019
Duration: 
21 Hours
Date: 
03-26-2019 to 03-28-2019
Time: 
8:00 AM - 5:00 PM (EST)
FEMP IACET: 
2.1 CEU

*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. All attendees must be a U.S. Citizen.

This three-day training course educates attendees on how to implement energy and water projects through an energy savings performance contract (ESPC). The workshop is composed 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 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.

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 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.

The Energy Savings Performance Contracts: Five Phases to Success on-demand course is a prerequisite for attending this training.

ESPCs allow federal agencies to implement energy savings projects without up-front capital costs and without special Congressional appropriations. An ESPC is a collaboration between a federal agency and an energy service company (ESCO). DOE ESPCs help Federal agencies meet energy efficiency, renewable energy, water conservation, and emissions reduction goals by streamlining
contract funding for energy management projects.

Instructors

Kurmit Rockwell, PE, CEM, LEED AP, Federal Energy Management Program (FEMP)  

Kurmit Rockwell serves as the energy savings performance contract (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, Federal Energy Management Program   

Brandi is the Federal Energy Management Program lead for energy savings performance contract project facilitation services and life-of-contract services. She 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 reviews, and developed program implementation processes for a utility demand side management program for industrial and commercial clients. She holds a BA in environmental science from Oberlin College, an MBA from California Polytechnic State University, and an MS in civil engineering from Carnegie Mellon University.

Deborah Kephart, Allegheny Science & Technology  

Deborah Kephart is a retired federal contracting officer with more than 25 years of acquisition experience, including more than 13 years with energy savings performance contracts (ESPCs). She previously worked at U.S. Department of Energy (DOE) in Golden Colorado, as a contracting officer with responsibility for DOE's ESPC master contracts. Prior to that she was a contracting officer with the Department of Navy responsible for award and administration of numerous energy contracts. Deborah 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.

Doug Culbreth, Oak Ridge National Laboratory  

Doug Culbreth is a federal project executive (FPE) supporting the energy savings performance contract (ESPC) program for the U.S. Department of Energy (DOE) Federal Energy Management Program (FEMP). Doug coordinates ESPCs, including other third-party financing activities in the southeast and Europe such as utility energy service contracts, power purchase agreements, and ESPC ENABLE. Doug has more than 35 years of experience in the development and evaluation of energy efficiency and renewable energy projects in the local, state, and federal government sectors. He has participated in the award of projects with a total investment value of more than $800 million.

Bob Slattery, Oak Ridge National Laboratory  

Bob Slattery is a program manager providing technical support to the Federal Energy Management Program (FEMP). Bob conducts engineering and economic analysis for FEMP's energy saving performance contract (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 also includes 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.

Learning Objectives

Upon completing this course, you 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 investment grade audit with the requirements stated in the 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;
  • 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.