COURSE OUTLINE

Introduction
The Need for Performance Contracting
Laws and requirements
Financing/PC Design and Overall Concept
Client qualification
ESCO qualification
Project development strategies and contract templates
Financing Arrangement / Vehicles
Loans, bonds, leases, tax-exempt leases, PACE financing, on-bill financing
Characteristics that favor certain arrangements
Advanced life cycle cost analyses
Measurement and Verification
Guidance documents
IPMVP Options A, B, C and D
DOE guidelines
Cost-effective approach options
Contract Types and Terminology
Shared savings, guaranteed savings, power purchase agreements, utility energy service contracts
Energy service agreements / managed energy service agreements
Contract templates
Terms and conditions
Bonding requirements, termination clauses, reconciliation
Task order schedules