Energy Savings Performance Contracting (ESPC) One-Day Workshop

Live
Introductory level (101)
  • August 20, 2018 | 8 a.m. EDT | Cleveland, OH
8 hours

This Energy Exchange pre-workshop provides an introductory overview of the fundamentals of energy savings performance contracting. Students will interact with instructors who are experts in contracting and the technical aspects of project development. The workshop provides a basic introduction to the U.S. Department of Energy (DOE) IDIQ contracts and explains 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, project pricing and financing, and post award contract administration.

Registration priority is given to federal employees, DOE national labs, and state and local government employees.  Others, including ESPC energy service companies, may register and attend if space is available.

Learning Outcomes

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 investment grade audit with the requirements stated in the DOE 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
  • 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

  • Brandi Eng-Rohrbach, Program Lead, Federal Energy Management Program. Read Bio.

    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. 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

  • Deborah Kephart, ESPC Instructor, Allegheny Science & Technology. Read Bio.

    Deborah Kephart is a retired Federal contracting officer with more than 30 years of acquisition experience, including over 15 years with energy savings performance contracts (ESPC). She previously worked at the 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 U.S. 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 providing audit, pricing, and financial advisory services. She holds a B.S. in accounting from CSUN and a California CPA license. Close Bio

Before the Training

Help

To enroll in this workshop, log in to your WBDG account or register for a WBDG account if you don't already have one.