CPDC Executive

Energy Project Implementation – A Two-Day Training

Wednesday – Thursday, December 8 – 9, 2010
San Francisco State University, Downtown Campus

8:30 AM - 4 PM
$150.00 for two days; $85 for one-day only
Continental breakfast and lunch will be provided. The room will open at 8:00 AM.

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Day 1: New Energy Project Delivery Process—a Preview of the Program – Wednesday, December 8

In this session we will introduce the new energy project delivery process and seek your input as we move to finalize its structure and associated processes. Based on your earlier feedback this will replace the Preliminary Assessment (PA) and Investment Grade Assessment (IGA) model with a Design Build agreement.

This training program will outline a new project delivery method with performance standards and metrics for two types of projects: The first being a single discipline measure such as lighting, or HVAC, or controls etc., where a single pre-qualified provider is selected to perform one measure with project costs being from $50,000 to approximately $1,500,000; the second type would be intended to accommodate more complex scopes involving multiple disciplines and measures such as a Variable Air Volume (VAV) retrofit where a pre-qualified general contractor would provide all services under a performance DBES agreement having a total project value of at least $1,500,000 or greater and will generally require multiple funding sources, including project financing.

The morning agenda will provide a general overview of performance standards and the draft Design Build Energy Services (DBES) agreement. The afternoon agenda will cover the solicitation of qualified contractors; contracting for professional services for the development of bridging documents; using the approved providers; and planning and implementing the projects.

This training program is designed for campus planners, procurement officers, executive facility officers, project managers, directors of physical plant operations, energy managers, and staff who have been, or will be, directly or indirectly involved in the implementation of energy projects using the new energy project delivery process.

Day 2: Renewable Energy Projects – Thursday, December 9

This training will focus on evaluating, structuring, and contracting for photovoltaic systems. Other renewable technologies will also be showcased (solar thermal, fuel cells, and combined heat and power systems). The session will provide a review of technology alternatives, economic evaluations, and feasibility analyses including the application of incentive programs, and types of deal structuring and programs available for campus participation. Campus ownership and financing contracts as well as traditional site license and power purchase agreements will be discussed.

This training program is designed for campus planners, finance officers, procurement officers, general counsel, executive facility officers, project managers, directors of plant operations, energy managers, and approved contractors who have or will be implementing renewable energy projects on campus.


  • Len Pettis, Chief of Plant, Energy and Utilities, Office of the Chancellor (Moderator/Presenter)
  • Wes Morgan, Energy Program Manager, Office of the Chancellor
  • Jim Sowerbrower, Chief of Construction Management, Office of the Chancellor
  • Shawn Holland, Plant Program Manager, Office of the Chancellor
  • Wally McOuat, Owner, HMH Energy Resources, Inc.
  • Dave Wood, Solar Industry Expert, Rosendin Electric, Inc.
  • Matt Roberts, Procurement Office, Cal Poly San Luis Obispo
  • Paul Danielson, Solar Business Development Manager, Rosendin Electric, Inc.
  • Patrick McCoy, Program Planner, SMUD

Registration Deadline

Tuesday, November 30, 2010


Payment can be made by Visa, MasterCard, American Express, Cash Posting Order (CPO) (for CSU attendees only), and Checks (for non-CSU attendees only). All payments must be received no later than Friday, December 3. No payment will be accepted the day of training.

Cancellation Policy

All cancellations are subject to a $10.00 cancellation fee. No cancellations will be accepted after Friday, December 3. Substitutions can occur at any time.

Training Location

San Francisco State University, Downtown Campus
Room 675-676
835 Market Street
San Francisco, CA 94103


Please make reservations directly with Villa Florence Hotel under the group code CSU Energy Training to receive the special rate of $199 per night (plus tax) for Wednesday, December 8. You must book your reservations by phone to get this special rate, which is available until Monday, November 8, 2010. Do book early—we have a limited number of rooms in the block. Information on additional hotels follows below.

Villa Florence Hotel
225 Powell Street
San Francisco, CA 94102
Phone: (866) 823-4669, (415) 617-1059
Fax 415-617-1078
Parking is $40 per night (plus tax).

There are a number of hotels in close proximity of the training location. Ask for the state government rate when making your reservation.

Parking and Transportation

The meeting location is well supported by public transportation. Those arriving at San Francisco and Oakland airports can use BART directly to the Downtown SFSU Campus. Comprehensive information (including parking) is available at the link above.

For questions please contact Nancy Freelander-Paice, 562-951-4087.