What is a contracting officer (CO/KO) to do if assigned an energy savings performance contract (ESPC) post-award without prior involvement with the project? What if the CO/KO hasn't been involved with ESPCs for a while? This training will answer those questions and cover contract requirements, key documents with pertinent information, agency roles, and responsibilities, agency process of voucher/billing submitted by the contractor, and close-out procedures at the completion of the performance period.
Instructors
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.
Eusebio M. (Sam) Espinosa, Retired Federal Contracting Officer, Boston Government Services Read Bio
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.
Michael Mungal, PE, CEM, Oak Ridge National Laboratory Read Bio
Michael is a Federal Project Executive (FPE) supporting the ESPC Program for DOE FEMP. He coordinates ESPCs, including other third-party financing activities by assisting federal agencies in the development and evaluation of energy efficiency and renewable energy projects. Michael has over 26 years of experience in developing and evaluating energy projects for local, state, and federal government sector customers. He has previously served as a FEMP approved Project Facilitator (PF) and has assisted numerous agencies in navigating through FEMPs ESPC project development process. Michael is a licensed Professional Engineer in two states, a licensed General Contractor in Florida and has M.S. and B.S. degrees in Civil/Environmental Engineering.
Learning Objectives
Upon completion of this course, attendees will be able to:
- Identify agency post-award responsibilities;
- Identify what ESPC project information is available;
- Recognize list of items that should be in the contract file;
- Identify what to do if documents are missing;
- Recognize performance period issues; and
- Identify issues to watch out for.
