Life of Contract Documentation Review with Audit Checklist  

Education Type: 
Live Online
Duration: 
1 Hour
Level: 
Intermediate
Date: 
06-09-2022
Time: 
1:00 PM - 2:00 PM (EST)
FEMP IACET: 
0.2 CEU

This training discusses the responsibilities of agency contracting and technical personnel for administering an energy savings performance contract (ESPC) task order during the post-acceptance performance period. It also focuses on life-of-contract (LOC) services and training provided by the Federal Energy Management Program (FEMP) to agencies with ESPCs in the performance period. Attendees gain an understanding of the importance of a contract management plan and their responsibilities in support of the contracting officer in order to survive with flying colors any future audit.

Instructors

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.

Learning Objectives

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

  • Recognize how to hold up the government's end of the ESPC deal;
  • Identify what constitutes a solid contract management plan;
  • Identify how to stay in compliance and retain required documentation; and
  • Identify how to successfully organize files and ensure all necessary documentation is available in the event of an audit.
Federal Agencies and Facility Criteria: