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

Education Type: 
Live On-Site
21 Hours
12-03-2019 to 12-05-2019
8:00 AM - 4:30 PM (EST)

Portland, Oregon

2.1 CEUs

You are required to be a U.S. citizen to attend this workshop

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.

This three–day workshop 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's (DOE) indefinite–delivery, indefinite–quantity (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), task order schedules, pricing and financing, 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.


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

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 Panbach, FEMP  

Brandi 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.

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

Phil has worked at Lawrence Berkeley National Laboratory (LBNL) since 1996. He is a technical advisor to the Federal Energy Management Program's (FEMP's) Energy Savings Performance Contracting (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 M. (Sam) Espinosa, Retired Federal Contracting Officer, Boston Government  

Sam is a senior subject matter expert providing contract management services to federal agencies. Sam has over 40 years of experience in all types of contracting and acquisitions ranging from small purchases, up to multibillions, including but not limited to: Base Procurement, purchasing supplies and equipment for 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, administered R & D development, full scale development, and production contract, while establishing the Contract Administrative Office. Sam was the Senior Contracting Officer, 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 Department of Energy/National Nuclear Security Administration.

Wayne Latham, U.S. Department of Energy, Golden Field Office  

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

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

Christine 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, Dr. Walker worked in industry for energy service companies for over ten years, in the development of ESPC projects in the public, private and federal markets. She has over 20 years of experience in leading and managing project development and engineering teams, addressing comprehensive energy management in the commercial, institutional, residential and industrial markets through analytics and building performance analyses. Dr. Walker received her doctorate in Building Technology from the Massachusetts Institute of Technology, and her Master of Science in Mechanical Engineering and Bachelor of Science in Architecture from the University of Illinois and is a licensed professional engineer in six states.

Scott Wolf, Federal Project Executive (FPE), Oak Ridge National Laboratory  

Scott supports the Department of Energy Federal Energy Management Program. Mr. Wolf assists federal agencies in the western part of the country with launching successful third party financed projects and has worked with most federal agencies in the field. Mr. Wolf has 30 years of energy technology and engineering experience, including performing technical analysis and energy program development in the government sector. Mr. Wolf is responsible for assisting a variety of Federal agencies implement alternatively financed energy projects. In this capacity, Mr. Wolf provides expert advice and guidance to all levels of an organization that are responsible for completing multi-million-dollar energy project deals through ESPC and other mechanisms.

Learning Objectives

Upon completion of this course, 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 request for proposal (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: