ESPC Comprehensive Training Phase 3  

Education Type: 
Live Online
Duration: 
3 Hours
Level: 
Intermediate
Date: 
03-16-2022
Time: 
1:00 PM - 4:00 PM (EST)
FEMP IACET: 
0.4 CEU

CLICK HERE to Register for ESPC Comprehensive Training Phases 4 and 5

This training provides attendees with an understanding of energy savings performance contract (ESPC) project development, measurement and verification (M&V), and reviewing the technical proposal and risk, responsibility, and performance matrix (RRPM). Task order schedules will be thoroughly reviewed to understand the purpose of each. Students gain an understanding of the pricing and financing aspects of the ESPC project. Students have a chance to go through each financial schedule and understand where the money comes from in an ESPC. The training explains how ESPCs differ from conventional bid-to-spec projects by reviewing final design, implementation/construction, and project acceptance. The workshop is sponsored by the Federal Energy Management Program and is taught by experts in the field of performance contracting including former federal contracting officers, federal project executives, Department of Energy national laboratory experts, and other consultants with extensive background in ESPCs.

Instructors

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

Kurmit Rockwell 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.

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

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 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.

Doug Culbreth, Federal Project Executive, Oak Ridge National Laboratory  

Doug Culbreth is a federal project executive at Oak Ridge National Laboratory where he supports the U.S. Department of Energy's (DOE) Federal Energy Management Program (FEMP). Doug coordinates federal alternative financing activities in the southeast and Europe including utility energy savings contracts, energy sales agreements, ESPC ENABLE and the FEMP energy saving performance contract (ESPCs). Doug has more than 35 years of experience in the development and evaluation of energy efficiency and renewable energy projects in the local, state and federal government sectors. He has participated in the award of over $1 billion in alternative finance projects. Prior to supporting DOE FEMP, Doug was Director of the North Carolina Energy Division.

Christine Walker, PhD, PE, CEM, LEED AP, Oak Ridge National Laboratory  

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.

Russ Dominy, ESPC Instructor, BGS-LLC  

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.

Eusebio M. (Sam) Espinosa, Retired Federal Contracting Officer, Boston Government Services  

Sam is a senior subject matter expert providing contract management services to federal agencies. Sam has more than 40 years of experience in all types of contracting and acquisitions ranging from small purchases, up to multi-billions, including base procurement purchasing supplies and equipment for the 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 and administered R&D, full-scale development, and production contract while establishing the Contract Administrative Office. Sam was the senior contracting officer for the 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 U.S. Department of Energy's National Nuclear Security Administration.

Learning Objectives

Upon completion of this course, attendees will be able to:

  • Describe why an agency needs and focuses on M&V;
  • Explain the importance of the Task Order request for proposals (RFP) and why it is a departure from standard contracting;
  • Identify the elements of the technical proposal and know that the contractor integrates findings from the investment-grade audit with the requirements stated in the indefinite-delivery, indefinite-quantity and Task Order RFP; and
  • Recognize a key element for review in the RRPM.

Tools/Resources

Federal Agencies and Facility Criteria: