FINANCIAL
ESPC ROUND
TABLE
DOE-FEMP
ESPCs
Doug Culbreth
FEMP Federal
Financing
Specialist
DOE Federal Energy Management Program’s (FEMP’s)
Mission
FEMP works with Federal leadership to accomplish
energy change within organizations by bringing expertise
from all levels of project and policy implementation to
enable Federal agencies to meet energy related goals
and to provide energy leadership to the country.
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DOE-FEMP ESPCs
• Indefinite-delivery, indefinite-quantity
(IDIQ) contracts awarded competitively
to ESCOs by FEMP to streamline the
process
• Agencies negotiate and award task
orders under these IDIQs
• Can be used for federally owned agency facilities
anywhere in the world
• IDIQs administered by DOE Golden Office,
Wayne Latham, Contracting Officer
720-356-1507
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FEMP provides resources to help you make
the most of your ESPC project
• The FFS is your first, best point of contact
• Your DOE Project Facilitator is an experienced, expert consultant
and guide to the ESPC process
• FEMP ESPC team (National Lab experts) also help
• ESPC training – See FEMP Calendar of Events –
http://www1.eere.energy.gov/femp/financing/espcs_training.html
• See ESPC Resources on FEMP’s Web site
– ESPC home
www1.eere.energy.gov/femp/financing/espcs.html
– ESPC resources, guidance, contract documents
www1.eere.energy.gov/femp/financing/espcs_resources.html
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Proprietary Information Of Energy 2013
FEMP ESPC Contacts —
FEMP Federal Financing Specialists (FFS’s)
Northeast
Tom Hattery
Northeast Region
plus State Dept.
202-256-5986
thomas.hattery@
ee.doe.gov
WestMidwest
Scott Wolf
Western Region
including N. Marianas, Palau,
Guam, American Samoa; plus
East, South, and Central Asia;
the Pacific; and Near East
360-866-9163
scott.wolf@ee.doe.gov
SoutheastMidwest
Doug Culbreth
Southeast Region
plus Europe and Western Hemisphere
919-870-0051
carson.culbreth@ee.doe.gov
www1.eere.energy.gov/femp/financing/espcs_financingspecialists.html
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15 Years of IDIQ ESPC Results
(1998-2013)
• DOE IDIQ
• 281 FEMP ESPC projects have
been awarded by 25 agencies
• Total project investment: $2.72B
• Total savings: $7.20B
• Energy savings: 348 trillion Btu
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Milestones in the ESPC Process
• ESCO Selection
• Preliminary Assessment
• Notice of Intent to Award
• Investment-Grade Audit
• Final Proposal
• Task Order Award
• Construction
• Project Acceptance
• Performance Period
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Agency sends notice of opportunity to
all 16 ESCOs
Overview of
ESCO Selection
Process
ESCOs express interest & provide
qualifications
(IDIQ Sect. H.3)
Agency evaluates responses and downselects to 2 or more
Agency requests more information
(e.g., past performance, case studies)
A
Agency down-selects to 1 ESCO to do
Preliminary Assessment (PA)
A
Selection
Based on
Qualifications
(SBQ)
B
Agency down-selects to 2 or more
ESCOs to do PAs
A
Evaluate PA
A
B
Evaluate PAs
B
Select 1 ESCO
based on PAs
B
Proceed to Investment-Grade Audit
B
Selection
Based on
PA (SBP)
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Quality Assurance During the ESPC
Performance Period
and
FEMP Life-of-Contract Services
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FEMP LOC Services Address Quality Goals
and Help Manage Change
• Reminders/facilitation of M&V process
– One call before M&V, one call after M&V
•
•
•
•
•
Assistance with contract modifications
Technical assistance with performance issues
Track responsible CO, COR, COTR, technical staff
Keep backup copies of key documentation
Make staff aware of FEMP training and guidance
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ESPC ENABLE is a new funding program
• Serves under-served market:
– Facilities under 200,000 sq ft
• >296,000 Federal buildings
• >2 billion sq ft
– Or where ENABLE is best or only option
• Provides a standardized and streamlined process to quickly
award and construct projects using GSA Schedule 84.
– Targets three standard ECMs: Lighting, water, controls
– Includes simplified basic M&V for each ECM
– Tools and templates available for all procurement activities
throughout project life-cycle
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Agency Barriers
Outdated
CR/inapplicable
FAR
9%
Legal
approval
9%
ESPC capacity
and next
generation of
goals
9%
Agency and
local
leadership
26%
Expense of
security
escorts
4%
Lack of
personnel
resources
26%
Utility budget
and
construction
process
17%
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U.S. Coast Guard
Puerto Rico
ESPC
Cool Roof – Before and After
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