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, ESPC Program Manager, U.S. Department of Energy, Federal Energy Management Program (FEMP) 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.
Dr. Christine Walker, PhD, PE, CEM, CMVP, Pacific Northwest National Laboratory Read Bio
Dr. Christine Walker is a Senior Energy Advisor, providing technical support to the Federal Energy Management Program (FEMP) and the Department of Defense. She performs engineering and economic analyses for the implementation of energy, resiliency, and cost savings projects at federal facilities. Before this position, Christine worked at Oak Ridge National Laboratory supporting FEMP, and in industry for energy service companies for more than 10 years in developing ESPC projects in the public, private, and federal markets. She has over 20 years of experience 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, MBA and MS in business analytics from Indiana University Kelley School of Business, and her Master of Science in mechanical engineering, and Bachelor of Science in Architecture from the University of Illinois. She is a licensed professional engineer in multiple states.
Learning Objectives
Upon completion of this training, 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.
