This three-day workshop educates attendees on how to implement energy and water projects through an energy savings performance contract (ESPC). While each day is a stand-alone course, learners are encouraged to attend all three days as able.
Day 2 of the workshop provides attendees with an understanding of developing the ESPC project. Training will emphasize measurement and verification, reviewing the technical proposal, and understanding the concept of risk in an ESPC using the Risk, Responsibility, and Performance Matrix tool. The importance of the contractor holding formal discussions on ECM feasibility, cost, savings, O&M requirements, energy security through resilience, and carbon/GHG emissions reduction opportunities. Task order schedules will be thoroughly reviewed to understand the purpose of each. Attendees will get an understanding of the pricing and financing aspects of the ESPC project. Attendees will have a chance to go through each financial schedule and understand where the money comes from in an ESPC. Atendees will receive assignments to explore the task order schedules in more depth and the exercises will be reviewed and discussed on Day 3.
The workshop is sponsored by DOE/FEMP and is taught by experts in the field of performance contracting experts including a federal contracting officer, FEMP Federal Project Executive, 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 will be considered on a case-by-case basis.
Russ Dominy, ESPC Instructor, BGS-LLC Read Bio
Russ Dominy is an experienced acquisition professional having served as the former acquisition director/chief of contracts office at NAVFAC Engineering and Expeditionary Warfare Center. Russ was the department head responsible for overall management of 50 employees, including 40 contracting personnel. Russ also has held positions as the supervisory contracting officer, procurement contracting officer (PCO), administrative contracting officer, contract specialist, acquisition manager, and contracting officer representative. Russ served as the PCO and source selection authority for all large contract actions including over $1B in ESPC contracts. Russ was responsible for Command Government Commercial purchase card consisting of more than $2 million in transactions annually.
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's Federal Energy Management Program. Scott 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. He has 30 years of energy technology and engineering experience including performing technical analysis and energy program development in the government sector. He is responsible for assisting a variety of federal agencies with implementing alternatively financed energy projects. In this capacity, Scott provides expert advice and guidance to all levels of an organization that are responsible for completing multimillion dollar energy project deals through energy saving performance contracts and other mechanisms.
Matt Joyner, Project Manager, National Renewable Energy Laboratory (NREL) Read Bio
Matt works as a project manager in NREL's Project Development and Finance Group within the Accelerated Deployment and Decision Support Center. His work is primarily focused on supporting the Federal Energy Management Program (FEMP) in performance contracting and distributed energy procurement. Prior to joining NREL, Matt was an officer in the U.S. Army Corps of Engineers and worked as a construction project manager with NORESCO. He has experience overseeing and managing projects that include building management system and HVAC control upgrades, LED lighting retrofits, boiler and chiller installations, and combined heat and power plant build outs.
Kurmit Rockwell, PE, CEM, LEED AP, U.S. Department of Energy Federal Energy Management Program Read Bio
Kurmit Rockwell serves as energy savings performance contract (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.
Phil Voss, Senior Project Leader, National Renewable Energy Laboratory Read Bio
Phil Voss provides technical assistance for alternative financing programs and projects, supporting the the U.S. Department of Energy's (DOE) Federal Energy Management Program(FEMP) energy savings program contract (ESPC), utility energy service contract (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 National Renewable Energy Lab (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.
Phil Coleman, MS, CEM, CMVP, 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) ESPC program, focusing particularly on utility rates and measurement and verification of savings. Phil also spearheads 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.
Dr. Christine E. Walker, PhD, PE, CEM, LEED AP, Oak Ridge National Laboratory Read Bio
Dr. Christine E. Walker works at Oak Ridge National Laboratory's (ORNL) Integrated Building Deployment and Analysis in the Energy and Sciences Technology Division, supporting the Federal Energy Management Program (FEMP) for ESPC, ENABLE, and UESC projects. She provides technical assistance and training, performing engineering and economic analyses, managing the Life of Contract services and tracking project performance 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 performance contracting 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, MBA from the Indiana University Kelley School of Business, and Master of Science in Mechanical Engineering and Bachelor of Science in Architecture from the University of Illinois and is a licensed professional engineer in multiple states. Dr. Christine Walker 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, Christine worked in industry for energy service companies for more than 10 years in the development of ESPC projects in the public, private, and federal markets. She has more than 20 years of experience in leading and managing project development and engineering teams and addressing comprehensive energy management in the commercial, institutional, residential, and industrial markets through analytics and building performance analyses. Christine received her doctorate in building technology from the Massachusetts Institute of Technology, her Master of Science in mechanical engineering, and her Bachelor of Science in Architecture from the University of Illinois. She is a licensed professional engineer in six states.
Upon completion of this course, attendees will be able to:
- 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 RFP and why it is a departure from standard contracting;
- Demonstrate how to analyze task order schedules via assigned exercises;
- 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;
- Identify a key element for review in the Risk, Responsibility, and Performance Matrix; and
- Recognize key elements of the technical proposal.