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

Education Type: 
Live On-Site
21 Hours
06-23-2020 to 06-25-2020
8:00 AM - 4:30 PM (MT)

National Renewable Energy Laboratory (NREL), Golden, Colorado

2.2 CEU

*Registration is limited to Federal, state, and local government employees; DOE M&O contractors,
and contractors working as project facilitators*

Note: Foreign nationals must contact Madeline Crouse at NREL to fill out a Foreign National Data Card at least 30–days prior to this training date.

This three–day workshop educates attendees about 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 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 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's Federal Energy Management Program 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. 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.


Phil Coleman, MS, CEM, CMVP, Lawrence Berkeley National Laboratory  

Phil is a technical advisor to the Federal Energy Management Program’s energy savings performance contracting (ESPC) program, focusing particularly on utility rates and measurement and verification of savings. Also, in support of FEMP, he spearheads an effort to educate federal facilities on energy project incentives, demand response, and time-variable pricing. Internationally, Phil has worked with the governments of Mexico, India, Chile, and Jordan on developing public sector energy conservation programs. He received a Master of Science in energy management and policy from the University of Pennsylvania in 1994 and also holds the Association of Energy Engineers’ Certified Energy Manager (CEM) and Certified Measurement and Verification Professional (CMVP) designations.

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.

Brandi Panbach, FEMP Lead, U.S. Department of Energy Federal Energy Management Program  

Brandi Panbach is the FEMP program lead for ESPC 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 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, 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, 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.

Wayne Latham, Contracting Officer, U.S. Department of Energy  

Wayne Latham is the U.S. Department of Energy's (DOE) contracting officer for the three generations of ESPC IDIQs and the related support services. He has been with DOE's Golden Field Office since September 2012 as part of the team that provides support and guidance to the Federal Energy Management Program 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.

Phil Voss, Senior Project Leader, National Renewable Energy Laboratory  

Phil Voss provides technical assistance for alternative financing programs and projects, supporting the the U.S. Department of Energy's Federal Energy Management Program ESPC, UESC, and distributed energy initiatives. His work includes cross-coordination of these initiatives, 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.

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;
  • 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: