Energy Savings Performance Contracting (ESPC) Three-Day Training Workshop: Includes a New Module on Energy Resiliency

Live
Introductory level (101)
  • March 6-8, 2018 | 8 a.m. ET | Washington, DC

This three-day workshop educates attendees on how to implement energy and water projects through an ESPC. This newly updated workshop includes a module about including resiliency in your ESPC as well as the new requirement of the latest U.S. Department of Energy (DOE) indefinite-delivery, indefinite-quantity (IDIQ) contract. This workshop includes a basic introduction to 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, building energy resiliency into your task order, 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 trainees 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 and the Federal Energy Management Program (FEMP) and is taught by experts in the field of alternatively financed contracts including federal contracting officers (retired and active), federal financing specialists, 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.

Energy Savings Performance Contracts: Five Phases to Success is a prerequisite for attending this workshop.

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. DOE ESPCs help Federal agencies meet energy efficiency, renewable energy, water conservation, and emissions reduction goals by streamlining contract funding for energy management projects.

Learning Objectives

After attending this workshop, learners 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
  • Describe how agencies can incorporate resiliency and energy security into their ESPC
  • Understand streamlined ESCO selection procedures for task orders issued under DOE’s ESPC master contracts
  • Use FEMP’s ESCO Selector tool to generate a notice of opportunity that is compliant with ESPC laws and regulations
  • Define the level of information required to be included in a preliminary assessment
  • Describe why an agency needs measurement and verification (M&V) and why there is so much focus on M&V
  • Explain the importance of the task order request for proposal 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.
  • Identify the critical ESCO and agency responsibilities during project implementation.
  • Understand the performance period or life of contract quality assurance agencies are required to maintain.

Instructor(s)

  • Kurmit Rockwell, ESPC Program Manager, Federal Energy Management Program. Read Bio.

    Kurmit Rockwell is the Federal Energy Management Program's energy savings performance contract (ESPC) program manager. He oversees services, tools, and resources needed to assist agencies with implementing successful ESPC projects. Throughout his career spanning more than 25 years, Rockwell's work has 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 the 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. Close Bio

  • Eusebio M. (Sam) Espinosa, Energy Saving Performance Contracts Instructor. Read Bio.

    Eusebio M. (Sam) Espinosa is a senior subject matter expert providing contract management services to Federal agencies. Eusebio has more than 40 years of experience in all types of contracting and dollars ranging from small purchases up to multibillions, including but not limited to base procurement and 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 research and development, full scale development, and production contract, while establishing the Contract Administrative Office. Eusebio was the senior contracting officer, Ballistic Missile Office, supporting Peacekeeper in Minuteman Silos and Small ICBM. He served as manager and senior contracting officer for the U.S. Department of Energy National Nuclear Security Administration. He served as principle contracting advisor, energy saving performance contracts, for the nuclear sites, Office of Secure Transportation acquisitions, and Office of Environmental and Utilities Contracts, Independent Project Management Oversight, Tritium and National Energy Policy Act contracts, and Second Line of Defense, Nonproliferation contracts. Close Bio

  • Thomas Hattery, FEMP Federal Project Executive, Oak Ridge National Laboratory. Read Bio.

    Since 2001, Thomas Hattery has been a federal project executive as a contractor employee for the U.S. Department of Energy's (DOE) Federal Energy Management Program. In this role, Tom assists Federal agencies with alternatively financed energy improvements through energy savings performance contracts and utility energy service contracts. He covers the mid-Atlantic and northeast regions of the United States and all state department facilities worldwide. From 1997 to 2002, Hattery was an assistant director of the Maryland Energy Administration where he managed programs such as 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 that promotes energy savings performance contracting. Close Bio

  • Phil Coleman, Technical Advisor, Lawrence Berkeley National Laboratory. Read Bio.

    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) energy savings performance contract (ESPC) program, focusing particularly on utility rates and measurement and verification of savings. Also in support of FEMP, Phil has spearheaded an initiative to educate Federal facilities about 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 about developing public-sector energy conservation programs. Before joining LBNL, Phil prepared market research for a fast-growth alternative air-conditioning company and conducted residential audits and program evaluations for an energy consulting firm. Phil received his Bachelor’s degree from Earlham College (1986) and his Master's 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. Close Bio

Before the Training