EFFECTIVE PERFORMANCE CONTRACTING & ENERGY PROJECT FUNDING (prep: PCF Certification)


Earns 1.2 CEU / 12 PDH / 2.4 AEE Credits toward Re-certification

Member/Government/Non Profit Price: $1,250.00
Non-Member Price: $1,350.00

Quantity:   Dates:

For information on team discounts, or to register your team for this seminar, CLICK HERE.

Note: Registering for the seminar does not automatically register you to take the PCF exam. To complete the certification application process ($300 fee) and qualify to sit for the exam, or for more information on PCF certification, CLICK HERE.


AN IN-DEPTH PREPARATORY COURSE FOR THE
PCF CERTIFICATION EXAMINATION
A TWO-DAY SEMINAR



AIA Learning Units Eligible


This course has been approved by AIA for continuing education credits. The AIA requires that its registered architect members earn 18 Learning Unit (LU) hours of continuing education credit annually (eight hours of which must be related to Health, Safety, and Welfare topics and four of those eight in Sustainable Design) to remain in good standing. Architectural boards in 40 states, 10 Canadian Provinces, and 19 countries have implemented mandatory continuing education (MCE) for re-licensure.

The Association of Energy Engineers is an approved training provider within the American Institute of Architects (AIA) Continuing Education Systems (CES) Registered Provider program.

 
WHO SHOULD ATTEND?
  • ESCO Professionals
  • Federal ESPC Consultants &
  • Contracting Officers
  • Federal Energy Managers
  • State & Local Government Facility Managers
  • Institutional, Municipal and School Administrators
  • Energy Engineers and Contractors
  • Project Developers
  • Financiers of Energy Projects
  • Certified Energy Managers
  • Building Owners and Property Managers
  • Corporate Energy Managers
  • Utility Account Managers
  • Project Managers
  • Attorneys

Recommended Professional Reference Books for PCF Candidates

LOCATIONS & DATES

This two-day live seminar will not be offered again during the current calendar year. However, you may wish to consider hosting an inhouse PCF certification training course at your own location by contacting 770-279-4391.



Seminar participants are responsible for making their own hotel reservations. A block of rooms has been reserved at the hotel where each course will take place. In most cases these rooms are held up to four weeks prior to the seminar date. We therefore recommend that you make your hotel reservations early to assure availability of space, and be sure to reference AEE and the name of this seminar to assure that you receive the appropriate room rate.


ABOUT THE SEMINAR

This focused, fast-paced 2-day instructional program is designed both to expand your knowledge in the performance contracting and energy project financing fields, and to prepare you for the examination required to achieve AEE's Certified Performance Contracting and Funding Professional (PCF) credential.

Did you know that reliable statistics indicate that about 50% of planned energy projects are delayed due to lack of capital and tight budgets? Performance contracting and other smart financing options are often the only viable path to get important, ultimately cost-saving projects implemented. In fact, many new financing options are now available for energy projects. Participating in this program will help you evaluate and determine which financing path may be right for your project -- or if you offer project financing services, how you may better define, refine and structure your services for your clients.

This seminar is a must for ESCO professionals, facility managers and anyone who uses financing and/or performance contracts. The information covered is intended to literally enable you to get more projects done. Attendees will learn about new financing solutions and how to pick the best one for their needs. They will also learn the best practices approach to achieving their goals, and steps to take in order to avoid common pitfalls. For people on both sides of a contract, this information can help you save millions in delays, lost projects or legal expenses.

By applying the knowledge and strategies presented in this seminar, ESCO and utility representatives will be better able to reduce the sales cycle and avoid pitfalls, which can unnecessarily delay projects by months, or even kill a project. Energy consumers participating in the course will be exposed to important new financing options, which will enable them to implement projects, thereby leading to saving more energy and related expenses.

The PCF examination will be administered on the afternoon of day two of the seminar, following morning instruction -- only to those who have qualified in advance to sit for the exam by submitting a completed PCF application.


CERTIFICATION

Please Note: In order to qualify to sit for the PCF exam, you must submit your completed PCF application, along with a $300 application fee. For information on obtaining your PCF application form, or for further information on AEE's PCF certification program, visit www.aeecenter.org/certification/PCF.

 

Basic Skills Required for This Seminar
The PCF preparatory training seminar assumes basic problem-solving skills, including quick and accurate use of a hand calculator and ability to set up problem solution expressions and calculations from a written problem statement. Students should know how to perform "Time Value of Money Calculations", such as NPV, IRR, etc.. Those needing a refresher program in these skills may wish to review the free NPV webinar.


SEMINAR 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




ABOUT THE INSTRUCTOR

ERIC A. WOODROOF, Ph.D., C.E.M., has worked extensively in the ESCO and performance contracting field. For more than 20 years, he has helped over 400 organizations and governments improve profits with energy-environmental solutions, generating over $100 million in savings. Beyond his contributions as a consultant/project developer, he has taught over 100 seminars to help educate thousands of engineers worldwide on the best practices within the industry. In addition to numerous programs offered within the U.S., his courses have been presented in regions as diverse as Hong Kong, South Africa and Chile. One of his goals is to "educate an army" of professionals who will have an even greater positive impact within the industry. As a consultant Dr. Woodroof has advised clients such as the U.S. government, airports, cities, universities and foreign governments, as well as numerous private clients including utilities, IBM, Frito-Lay, Pepsi, Ford, GM, Verizon, Hertz, Visteon, PriceSmart, Battelle and Lockheed Martin. His work has appeared in hundreds of articles and he has also delivered keynote speeches for his clients on 6 continents. Founder of ProfitableGreenSolutions.com, Dr. Woodroof served as the 2011 President of the Association of Energy Engineers, and is current chairman of the certification board for the AEE Certified Performance Contracting and Funding Professional (PCF) program. He has also been a certification board member of the AEE Certified Energy Manager (CEM) program since 1999.

 


FEES

Regular Fee: $1350
AEE Member Fee: $1250*
Government & Nonprofit Fee: $1250
Team Discount: Deduct $100 per Registrant*
*How to qualify for team discounts.


SEMINAR HOURS

Note: Below are standard seminar hours. Please refer to your registration confirmation letter to confirm actual seminar hours for the program for which you have registered.

Sign-in and Onsite Registration Day 1: 8:15 am
Seminar Hours Day 1: 9:00 am - 5:00 pm
Seminar Hours Day 2: 8:00 am - 12:00 pm
Exam on the afternoon of day 2, beginning at 1:00 pm
(separate pre-application required to sit for exam)

 



REGISTRATION ASSISTANCE

For assistance or questions pertaining to your seminar registration, please contact the registrar directly during the hours of 10:00 am -5:00 pm (eastern time U.S.) at (770) 925-9633, or email her at valerie@aeecenter.org

 

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Category: Seminars