This training will discuss how agencies can prepare for the technical proposal review, how the technical proposal meets the task order request for proposal requirements, and ensuring the measurement and verification plan does not conflict with the risk, responsibility, and performance matrix. It will explore the evaluation and assessment of the contractor's energy savings performance contract (ESPC) project proposal, specifically the technical proposal. Agency support that is needed for reviewing the technical proposal, e.g., verifying energy baselines for calculating savings and reasonableness of guaranteed savings, will be discussed and transition into the next steps to task order (TO) award. The Federal Energy Management Program's (FEMP) catalog of guidance resources for the technical proposal review phase will be highlighted.
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.
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.
Christine E. Walker, PhD, PE, CEM, LEED AP, Oak Ridge National Laboratory Read Bio
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.
Learning Objectives
Upon completion of this course, attendees will be able to:
- Identify the key components of the technical proposal;
- Evaluate the measurement and verification (M&V) plan components for each proposed energy conservation measure (ECMs);
- Analyze the Risk, Responsibility, and Performance Matrix (RRPM), ensuring the agency/site is clear on risks, roles and responsibilities assigned; and
- Apply available FEMP tools and resources in the review process (investment grade audit checklist, operations & maintenance savings, etc.).
