Energy Savings Performance Contracting (ESPC) One-Day Training Workshop  

Education Type: 
Live On-Site
Duration: 
7 Hours
Level: 
Introductory
Date: 
06-11-2020
Time: 
8:00 AM - 4:30 PM (EST)
Location: 

Washington, DC

FEMP IACET: 
0.8 CEU

Registration priority is given to federal employees, DOE national labs, DOE and agency
project facilitators, and state and local government employees. Others, such as DOE M&O contractors may be considered on a case–by–case basis.

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 training 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 (M&V), understanding task order schedules, pricing and financing aspects of the project, and post award contract administration.

Instructors

Kurmit Rockwell, PE, CEM, LEED AP, U.S. Department of Energy Federal Energy Management Program  

Kurmit Rockwell 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.

Phil Coleman, MS, CEM, CMVP, Senior Procurement Specialist, Lawrence Berkeley National Laboratory  

Phil Coleman has worked at Lawrence Berkeley National Laboratory (LBNL) since 1996. He is a technical advisor to the Federal Energy Management Program’s (FEMP) 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.

Eusebio (Sam) Espinosa, MS, CEM, CMVP, 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.

Tom Hattery, Federal Project Executive, Retired Federal Contracting Officer  

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.

Christine E. Walker, PhD, PE, CEM, LEED AP, Oak Ridge National Laboratory  

Dr. Christine Walker provides technical support to the Federal Energy Management Program (FEMP). She performs engineering and economic analyses for FEMP’s ESPC program in the implementation of energy, resiliency, and cost savings projects at federal facilities. Prior to this position, Christine worked in industry for energy service companies for more than 10 years in the development of ESPC projects in the public, private, and federal markets. She has more than 20 years of experience in leading and managing project development and engineering teams and addressing comprehensive energy management in the commercial, institutional, residential, and industrial markets through analytics and building performance analyses. Christine received her doctorate in building technology from the Massachusetts Institute of Technology, her Master of Science in mechanical engineering, and her Bachelor of Science in Architecture from the University of Illinois. She is a licensed professional engineer in six states.

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;
  • 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 IGA with the requirements stated in the IDIQ and task order 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;
  • Receive instruction on how to obtain resilience in an ESPC project and review a case study;
  • Understand the performance period or life of contract quality assurance agencies are required to maintain.
Federal Agencies and Facility Criteria: