This training focuses on the long-term management of agency measurement and verification (M&V) during the performance period of an energy savings performance contract (ESPC). Annual verification of savings is a legal and contractual requirement in ESPC. The U.S. Department of Energy's (DOE) Federal Energy Management Program (FEMP) ESPC's indefinite delivery/indefinite quantity (IDIQ) contract identifies required ESPC project activities during the performance period. FEMP provides guidance on how to actively participate in energy service company (ESCO) M&V activities, how to review annual M&V reports, and offers services for quality assurance during the life of the contract. The training covers holding up the government's end of the ESPC deal and successfully organizing files to ensure all necessary documentation is available in the event of an audit.
Christine 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.
Eusebio M (Sam) Espinosa, Retired Federal Contracting Officer, U.S. Department of Energy Federal Energy Management Program 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.
Kurmit Rockwell, PE, CEM, LEED AP, Boston Government Services 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.
Upon completion of this course, attendees will be able to:
- Identify the review and acceptance process of M&V reports;
- Explain agency impacts to savings (where to find the information, what to do, how to resolve);
- Identify how to document facility changes in M&V reports and contract file;
- Recognize how to stay in compliance and retain required documentation; and
- Recognize the value of the use of eProject Builder for M&V for long-term data management.