1. FINANCIAL ESPC ROUND TABLE DOE-FEMP ESPCs Doug Culbreth FEMP Federal Financing Specialist

2. Proprietary Information Of Energy 2013 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. 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. 2

3. Proprietary Information Of Energy 2013 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 3

4. Proprietary Information Of Energy 2013 FEMP provides resources to help you make the most of your ESPC project 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 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 4

5. FEMP ESPC Contacts — FEMP Federal Financing Specialists (FFS’s) 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 Tom Hattery Northeast Region plus State Dept. 202-256-5986 thomas.hattery@ ee.doe.gov Doug Culbreth Southeast Region plus Europe and Western Hemisphere 919-870-0051 carson.culbreth@ee.doe.gov Northeast West  Midwest Southeast  Midwest www1.eere.energy.gov/femp/financing/espcs_financingspecialists.html 5

6. Proprietary Information Of Energy 2013 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 6

7. Proprietary Information Of Energy 2013 ESCO SelectionPreliminary AssessmentNotice of Intent to AwardInvestment-Grade AuditFinal ProposalTask Order AwardConstructionProject AcceptancePerformance Period Milestones in the ESPC Process 7

8. Agency down-selects to 2 or more ESCOs to do PAs Agency sends notice of opportunity to all 16 ESCOs ESCOs express interest & provide qualifications Agency evaluates responses and down-selects to 2 or more Agency requests more information (e.g., past performance, case studies) Agency down-selects to 1 ESCO to do Preliminary Assessment (PA) Evaluate PA Evaluate PAs Proceed to Investment-Grade Audit B Select 1 ESCO based on PAs Overview of ESCO Selection Process (IDIQ Sect. H.3) A A A B B A  Selection Based on Qualifications (SBQ) B  Selection Based on PA (SBP) B 8

9. Proprietary Information Of Energy 2013 Quality Assurance During the ESPC Performance Period and FEMP Life-of-Contract Services 9

10. Proprietary Information Of Energy 2013 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 10

11. Proprietary Information Of Energy 2013 E SPC 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 11

12. Proprietary Information Of Energy 2013 Agency Barriers 12

13. Proprietary Information Of Energy 2013 U.S. Coast Guard Puerto Rico ESPC Cool Roof – Before and After 13