Reviewing Your ESPC Technical Proposal  

Education Type: 
On-Demand
Duration: 
1.5 Hours
Level: 
Intermediate
Prerequisites: 
FEMP IACET: 
0.2 CEU
Sponsored by: 

DOE Federal Energy Management Program - FEMP

This training will delve deeper into the evaluation and assessment of the contractor's energy savings performance contract (ESPC) project proposal, specifically the technical proposal. The training will present how the agency can prepare for the 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. 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 segue into the next steps to Task Order 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  

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  

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.

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

Dr. Christine E. Walker works at Oak Ridge National Laboratory's (ORNL) Integrated Building Deployment and Analysis in the Energy and Sciences Technology Division, supporting the Federal Energy Management Program (FEMP) for ESPC, ENABLE, and UESC projects. She provides technical assistance and training, performing engineering and economic analyses, managing the Life of Contract services and tracking project performance for FEMP's ESPC program in the implementation of energy, resiliency and cost savings projects at federal facilities. Prior to this position, Dr. Walker worked in industry for energy service companies for over ten years, in the development of performance contracting projects in the public, private and federal markets. She has over 20 years of experience in leading and managing project development and engineering teams, addressing comprehensive energy management in the commercial, institutional, residential and industrial markets through analytics and building performance analyses.

Dr. Walker received her doctorate in Building Technology from the Massachusetts Institute of Technology, MBA from the Indiana University Kelley School of Business, and Master of Science in Mechanical Engineering and Bachelor of Science in Architecture from the University of Illinois and is a licensed professional engineer in multiple states. 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 training, attendees will be able to:

  • Identify the key components of the Technical Proposal;
  • Evaluate the M&V plan components for each proposed ECM;
  • Analyze the 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.).
Federal Agencies and Facility Criteria: