1. Phoenix Convention Center Phoenix, Arizona FEMP’s New ESCO Selector Tool Project Financing Tools for a Successful Project Scott Wolf Oak Ridge National Laboratory August 13, 2015

2. Energy Exchange : Federal Sustainability for the Next Decade Who is the ESCO Selector Tool for? Answer: Federal agency contracting officers and energy managers starting new ESPC projects; energy service company representatives responding to ESPC Notices of Opportunities for FEMP’s ESPC IDIQ 2

3. Energy Exchange : Federal Sustainability for the Next Decade Streamline ESPC projects at a typical slow- moving point: the generation of the NOO Reduce cycle time in ESPC awards Streamline Notice of Opportunity production Easier to evaluate ESCO responses Introduce NOO best practices 3 What is the objective of the tool?

4. Energy Exchange : Federal Sustainability for the Next Decade Fall of 2015 Look for a webinar announcement then too!! 4 When will the tool be available?

5. Energy Exchange : Federal Sustainability for the Next Decade Yes, in Fall of 2015 Understand steps to produce a NOO Understand FEMP’s Best Practices Draft complete and in compliance NOOs Properly manage documentation associated ESCO selection 5 Will there be a course to learn about this tool ? What will you learn?

6. Energy Exchange : Federal Sustainability for the Next Decade Speedy NOO generation at one sitting Facilitates customized NOO’s to your priorities No data stored on DOE or ORNL server – only on-site with agency customer Adheres to NOO requirements Contains all required NOO text in standard format Step-by-step ease of use Output is a Word document Tool will also generate NOO evaluation form for agency use 6 Tool Features

7. Energy Exchange : Federal Sustainability for the Next Decade 7 What will the tool look like?

8. Energy Exchange : Federal Sustainability for the Next Decade 8 Example #1 Input and result output -Input screen below-

9. Energy Exchange : Federal Sustainability for the Next Decade 9 Example #1 Input and result output -output screen below- hey, it’s a MS Word doc!

10. Energy Exchange : Federal Sustainability for the Next Decade 10 Example #2 input

11. Energy Exchange : Federal Sustainability for the Next Decade 11 Example #2 -- a MS Word doc you can edit

12. Energy Exchange : Federal Sustainability for the Next Decade 12 Example #3 – Statement of Objectives

13. Energy Exchange : Federal Sustainability for the Next Decade 13 Example #3 - Continue

14. Energy Exchange : Federal Sustainability for the Next Decade 14 Example #3 - Continue

15. Energy Exchange : Federal Sustainability for the Next Decade 15 Example #3 – MS Word text

16. Energy Exchange : Federal Sustainability for the Next Decade ESPC Task Order - Legislation Requirement: – Notify all contract holders – Select 2 or more to engage in discussions – Select 1 or more to: study the site, and submit a firm fixed price proposal – Debrief unsuccessful offerors – Negotiate and issue TO to selected ESCO This process satisfies the “fair opportunity” requirement for ESPC task orders * Summary of 42 U.S.C. § 8287(c) ESCO Selector Basics - Legislation C-16

17. Energy Exchange : Federal Sustainability for the Next Decade Section H.3.1 Procedures for awarding TOs: Selection Methods - Select ESCO based on: SBQ –Selection Based on Qualifications, or Preliminary Assessments (not covered) ESCO Selector Basics – DOE Master Contract Selection Methods C-17

18. Energy Exchange : Federal Sustainability for the Next Decade H.3. Procedures for Awarding Task Orders – Contractor Selection: Notify all 16 contract holders “fair opportunity” Indicate the selection method and down selections agency intends to use. – Evaluation Factors: Formal plans and scoring are not required. Consider past performance, related experience, technical capabilities, use of renewable technologies, use of small business subcontractors, and other. – Down selections may be used – Debrief opportunity for unsuccessful offerors ESCO Selector Basics – DOE Master Contract

19. Energy Exchange : Federal Sustainability for the Next Decade Scott Wolf, Federal Project Executive Representing DOE FEMP Oak Ridge National Laboratory (360) 866-9163 phone Note my new email address: wolfsc@ornl.govwolfsc@ornl.gov 19