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Category: Seminars

Price: $1,550.00
Quantity: Dates:

AEE Members receive $100 discount on this seminar. Use discount code "SEM100" during checkout. To become an AEE member Click Here.

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.



Cosponsored by:

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.

  • 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


June 18-19 | Seattle, WA (EMC) | Held in conjunction with EMC at the Washington State Convention Center. For recomended hotels and prefered rates please

Seminar participants are responsible for making their own hotel reservations. A block of rooms offering special group rates has been reserved at the hotel where each course will take place. When you call the hotel, be sure to mention AEE, the name of the seminar and any applicable discount code.


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.

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


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.




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


Kevin Warner PE, CEM, CMVP, CEA has over twenty years of experience in the energy field. He is a Project Facilitator for Federal ESPC and UESC projects. He has worked in the energy production, design, and efficiency sectors. Kevin has been involved with ESPC projects for many state and federal agencies. Kevin has worked with agencies and ESCO’s to implement M&V plans that meet guidelines and balance risk appropriately.


Note: Fees shown are for seminar only and apply to continental U.S. courses listed above only. Application for an AEE certification and exam requires a separate fee. Registering for the seminar does not automatically register you to take the associated AEE exam. Are you registering multiple attendees? You may be eligible for Team Discounts up to $100 per attendee (US only) **How to qualify for team discounts.


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.

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)





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 at