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

Live
Introductory level (101)
  • June 19-21, 2018 | 8 a.m. PDT | San Diego, CA

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.

After attending this webinar and successfully completing a quiz and evaluation, attendees will earn 2.0 continuing education units.

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

  • 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

  • Scott Wolf, Federal Project Executive, Oak Ridge National Laboratory. Read Bio.

    Scott Wolf is a Federal project executive at Oak Ridge National Laboratory, where he supports the U.S. Department of Energy Federal Energy Management Program. He 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. Previously, Scott also held professional positions at two universities and one state energy office where he conducted numerous studies and project work in energy efficiency. Scott also worked in the private sector for many years supporting various energy related activities. Overall, Scott has 30 years of energy technology and engineering experience, including performing technical analysis and energy program development in the government sector. Scott holds a Bachelor of Science degree in Solar Engineering Technology from Colorado Technical University. Close Bio

  • Bob Slattery, Program Manager, Oak Ridge National Laboratory. Read Bio.

    Bob Slattery is a program manager at the U.S. Department of Energy’s Oak Ridge National Laboratory (ORNL). As a member of ORNL’s Energy and Transportation Science Division, he provides technical support to the Federal Energy Management Program (FEMP). Bob conducts engineering and economic analysis for FEMP’s energy savings performance contracts (ESPC) and ESPC ENABLE programs in the implementation of energy and cost savings projects at Federal facilities. As an engineer of 24 years, Bob's background also includes experience in the areas of advanced materials development, manufacturing, and technology deployment. He holds a Bachelor’s degree in mechanical engineering from Villanova University and a Master’s degree in engineering and technology management from Santa Clara University. Close Bio

Before the Training