###### FEDERAL UTILITY PARTNERSHIP WORKING GROUP

**Purpose, Policies and Operations**

**Draft -- For Review and Comment Only**

**Table of Contents**:

#####  I. Introduction

**II. Membership**

**III. Steering Committee Membership and Responsibilities**

**IV. Meetings**

**V. Meeting Content**

**VI. Future Direction**

> **Appendices:**

#### Vision Statement

1.  **Edison Electric Institute (EEI) Commitment Statement**

2.  **FUPWG Members**

3.  **List of Steering Committee Members**

4.  **List of Previous and planned Future Meetings**

5.  **List of Topics Addressed By FUPWG**

6.  **Speaker Guidelines**

7.  **Host Responsibilities**

**I. Introduction**

The Federal Utility Partnership Working Group (FUPWG or Working Group)
was initiated by the Department of Energy (DOE), Office of the Federal
Energy Management Program (FEMP), in the spring of 1994 to establish
partnerships, encourage communication between, and provide educational
opportunities for Federal agencies, public utilities, and other energy
related companies. The purpose for conducting these meetings is to
develop strategies and procedures for the implementation of
cost‑effective energy efficiency, water conservation, and renewable
projects at Federal sites. The objectives of the Working Group include
outreach, training, and education on current (time critical) issues as
described:

-   Provide training on Federal procurement practices and energy
    efficiency and renewable energy technologies to enable
    identification, development, and implementation of all
    cost‑effective energy efficiency, water conservation, and renewable
    energy projects at Federal sites;

-   To enhance existing and foster new partnerships between Federal
    agencies and their servicing public utilities.

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-   To identify how public utilities can work with Federal agencies at
    specific sites to achieve mandated energy savings set forth in the
    *Energy Policy Act of 1992* and *Executive Order 12123*;

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-   To stimulate and expand the communication infrastructure between
    Federal agencies and public utilities regarding all aspects of
    energy management at Federal sites;

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-   To document, record, and report successfully implemented utility
    related projects;

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-   To prepare agencies for upcoming changes in the electric utility
    industry; and

-   To provide information and training regarding recent developments in
    the areas of energy efficiency, water conservation, and renewable
    technologies.

The Working Group meets two times a year to exchange information on
recent utility incentive program success stories, current Federal energy
management programs and products, individual agency energy management
programs, and reports from the Working Group subcommittees (short-term
or standing). In the past, standing subcommittees have included a
Procurement Subcommittee and a Restructuring Subcommittee. A Steering
Committee, comprised of both utility and agency members of the Working
Group, establishes the agenda and determines the location for upcoming
meetings. Presently, the Working Group subcommittee is investigating
issues related to verification of energy savings implemented through
Utility Energy Services Contracts (UESC).

The overall vision statement for the Working Group is provided as
Appendix 1. This vision statement identifies what the Working Group is
trying to achieve and how it will operate. Another important foundation
of the Working Group is the Commitment Statement developed by the Edison
Electric Institute regarding a pledge by the electric utility industry
members to assist Federal customers in meeting mandated energy savings
goals. This commitment is listed as Appendix 2.

**II. Membership**

The Working Group is comprised of members from Federal agencies, natural
gas and electric public utilities, affiliates of the public utilities
and other energy related organizations.

Member organizations include:

*[Public Utilities]{.underline}*

-   Investor Owned

-   Municipalities

-   Electric Cooperatives

-   Gas

-   Water

*[Regulated Affiliates]{.underline}*

*[Federal Agencies]{.underline}*

-   Agency Headquarters staff

-   Agency Regional Office staff

-   Contracting Officers

-   Agency Energy Coordinators

-   Site Energy and Facility Managers

-   Agency Technical Representatives

*[Department of Energy National Laboratories]{.underline}*

-   PNNL

-   LBNL

-   NREL

-   ORNL

-   SNL

*[Trade Associations]{.underline}*

-   Edison Electric Institute

-   Electric Power Research Institute

-   American Gas Association

-   American Public Power Association

-   National Rural Electric Cooperative

*[Miscellaneous, including]{.underline}*

-   Financiers

-   Private engineering firms

-   Equipment manufacturers

-   Technology development companies

-   Other energy related companies

**III. Steering Committee Membership and Responsibilities (see Appendix
3 for list of members)**

## Purpose

The Steering Committee (SC), comprised of selected members of the
Working Group, provides guidance for FUPWG activities, including
participation in the process for agenda setting, encouraging
participation in FUPWG meetings, and determining the location of future
meetings.

## Membership Criteria

Steering Committee membership is intended to allow for adequate
representation of Federal and public utility working group participants.
Membership should include 8 utilities, 8 agencies (including DOE and
GSA - permanent memberships) and no more than 5 others as designated by
the DOE Utility Program manager and agreed to by the SC. All Federal
agencies and public utilities currently represented are grandfathered
into Steering Committee membership. Members are expected to represent
the views of the FUPWG membership. Each Steering Committee member shall
be nominated by a FUPWG member. The following Federal Agencies will
maintain permanent seats:

-   Department of Energy (DOE)

-   DOE National Laboratories (PNNL, NREL, ORNL)

-   General Services Administration (GSA)

-   Department of Defense (DoD)

## Roles and Responsibilities

Steering Committee members are representatives of the FUPWG membership
and ideally serve in either the positions of Federal energy manager or
Federal account representative. An alternate shall be designated to
serve when the primary representative is not available to Steering
Committee meetings or participate in on-going FUPWG activities.

Each Steering Committee member or the designated alternate is expected
to participate in all FUPWG Steering Committee meetings. Meetings will
be conducted either via teleconference and actual physical meeting.
Steering Committee members are also expected to perform activities
necessary to the success of FUPWG meetings, such as recruiting speakers,
encouraging meeting attendance, participating in subcommittees, and
planning social events in conjunction with Working Group meetings.

The FEMP Utility Program Manager will chair the Steering Committee and
is responsible for coordinating all activities associated with the
conduct of FUPWG. These responsibilities include:

-   Scheduling meetings

-   Obtaining input from Steering Committee members to develop meeting
    agendas

-   Coordinating the conduct of meetings and preparing discussion and
    reference materials and meeting notes for distribution to Steering
    Committee members

-   Providing overall direction to the FEMP subcontractor used to
    support the various logistical aspects of the Working Group
    activities.

It is critical that the Steering Committee take into account the
following items:

-   What are the foreseeable changes to the electric and gas industry?

-   How will the steering committee respond to the changes in the
    industry and the needs of Working Group members as the industry
    changes?

-   Do the changes necessitate continuing to operate the Federal Utility
    Partnership Working Group or should it be disbanded?

-   In what ways can the Working Group respond to various proposed and
    actual legislative, procurement, or technical changes related to
    energy management?

-   How does the Steering Committee know that it is meeting the needs of
    the Working Group members, or that additional needs are not being
    met?

-   Are opportunities available for public utilities to assist agencies
    in reducing both mobility and industrial energy use?

-   Are there benefits associated with utility projects at Federal sites
    that need to be identified, quantified, and publicized?

## Term Length 

Current Policy: Federal agency and public utilities representatives
determine the rotation of their seats according to changes in the
representatives' job responsibilities. Current Steering Committee
members are free to serve as long as they wish provided they are able to
actively participate.

**IV. Meetings**

Since 1994, the Working Group has met on 28 separate occasions. The last
meeting was held on October 23 -- 24, 2003 in Washington, DC. See
Appendix 4 for a complete list of meetings.

*[Meeting Frequency]{.underline}*: In FY 2001, the Steering Committee
discussed whether or not to reduce Working Group meetings from three per
year to two, or possibly one meeting per year. Reduced travel budgets
were the principle driving force. As a result, the Steering Committee
recommended to the members at large that the frequency of meeting be
scaled back from three to two per fiscal year. Reasons supporting this
decision include:

1\. Due to the dynamic nature of energy markets, the importance of cycle
times in energy project procurements and the problem solving nature of
the Working Group in addressing these issues, one meeting per year was
not considered to be sufficient;

2\. The Working Group is the only organization that assembles to focus
on Federal utility related procurement issues providing training and
solutions in a timely manner.

The change to two meetings was implemented in FY 2002 and was widely
supported by the membership.

*[Meeting Hosts]{.underline}*: The Working Group was formed to address
the following issues: changes in electricity and natural gas markets;
energy costs and availability in regulated markets; energy efficiency
measures implemented through the authority granted to public utilities;
privatization of public utility services; Federal government policy with
regard to regulated utility services; and procurement of regulated
utility services as defined in the FAR, the Section 152(f) of the Energy
Policy Act 1992, the June 22,1999 DOE legal opinion on the relationship
of the Anti-Deficiency Act to the UESC authority, and other relevant
documents. It is expected that either public utilities or Federal
agencies will act as meeting hosts for Working Group meetings.
Affiliates working for the regulated affiliate and only within the
service territory of the regulated utility may also be considered to
host FUPWG meetings, if approved by the Steering Committee.

*[Acceptance of Public Utility hospitality]{.underline}*: FEMP has
determined Working Group meetings qualify as widely attended gathering
as defined in 5 CFR Chapter 16, Subpart B, section 2635.204. Widely
attended gathering are expected to have an attendance of more than 100
persons and the gift of free attendance has a market value of \$260 or
less. Those attending shall be members from the interested industry or
profession or represent a range of persons interested in a given matter.
Free attendance may include waiver of all or part of a conference other
fee or the provision of food, refreshment, entertainment, instruction
and materials furnished to all attendees as an integral part of the
event. However, this guidance can be independently interpreted by each
respective agency Ethics Officer.

**V. Meeting Content (Topics)**

The Working Group strives to continually establish and maintain open and
effective dialogue between the public utilities, energy service
providers and Federal agencies. This is accomplished by keeping pace
with the ever-changing utility environment, and focusing on improving
existing partnerships. The Working Group serves as an energy information
consortium to constantly educate its members about Federal procurement
best practices, energy efficient technologies, changes in the power
industry and natural gas markets, and the effects those factors have on
Federal/utility partnerships. Some of the issues that have been
addressed by the Working Group over the years are listed in the Appendix
6.

**VI. Future Direction**

The utility environment is constantly changing. States are deregulating
their public utility industries. New technologies are being developed to
increase energy efficiency and advance the use of renewable energy
sources. New policies and procedures are being mandated to streamline
procurement of utility energy services contracts. Subcommittees have
addressed these and other changes. We continue to seek creative ways for
the organization to best serve Federal and utility representatives in
this dynamic environment.

## Appendix 1: [Vision Statement]{.underline} {#appendix-1-vision-statement .unnumbered}

##  {#section .unnumbered}

The Federal Utility Partnership Working Group (FUPWG or Working Group)
will provide training, education and networking opportunities for public
utilities, Federal utility customers and other energy related
organizations on issues related to the identification, design, and
implementation of cost-effective energy efficiency, water conservation,
and renewable energy projects. In the restructuring area, we will focus
on providing education and technical assistance on energy-efficiency
projects, utility services, renewable energy project opportunities, and
other value added services. Other topics related to energy efficiency
and of interest to the membership, such as privatization, will also be
addressed. The Working Group is committed to the highest standards of
quality and objectivity in all its activities. All activities are in
direct support of the mission of the Federal Energy Management Program
to assist Federal agencies in reducing their energy-related cost of
doing business.

The program vision is founded on continual establishment and maintenance
of an open and effective dialogue between utilities and their Federal
customers and energy service providers. This will allow all parties to
identify the best opportunities that serve the site needs, and work
together to design and implement both energy and cost efficient
activities in a rapid and effective manner.

The Working Group will be flexible due to the dynamic nature of the
utility environment and will *focus on* continuous improvement and
education that will strengthen existing partnerships and create a
positive environment for the establishment of new ones.

## Appendix 2: [Edison Electric Institute (EEI) Utility Commitment]{.underline} {#appendix-2-edison-electric-institute-eei-utility-commitment .unnumbered}

Electric Utility Industry Members pledge to assist Federal customers, as
requested to:

-   Provide Federal customers with alternative financing and support
    services to implement at least \$2.0 billion in life cycle
    cost-effective facility improvement projects to achieve 2010 energy
    efficiency and renewable energy goals.

-   Assist Federal customers in achieving the appropriate level of
    energy use at the lowest life-cycle cost through integrated energy
    management techniques including fuel neutral analysis of the full
    range of opportunities for energy efficiency, renewable energy
    supply, and education regarding the competitive purchase of
    electricity commodity where such service is available.

-   Assist Federal customers in the deployment of life-cycle
    cost-effective energy projects in support of National goals, through
    the use of programs including but not limited to the following:

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-   Million Solar Roofs

-   New Technology Demonstration Program

-   Procurement of Energy-Efficient Products

-   Geothermal Heat Pump Initiative

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-   Assist Federal customers in facilitating access to green power for
    Federal facilities, in support of Federal policy and Federal
    customer requirements and targets.

-   Assist agencies in using savings realized as a result of energy
    efficiency measures and load management opportunities to purchase
    renewable power to the extent that it is cost-effective relative to
    implementing other energy efficiency measures on site.

-   Assist in the design of Federal retrofit and new construction
    facilities projects through fuel neutral analysis of energy
    efficiency opportunities to assure the best value to the Federal
    customer.

-   Participate in partnerships with Federal agencies, equipment
    manufacturers, and the renewable industry to demonstrate energy
    efficiency and renewable energy technologies.

-   Select contractors to execute work under utility energy services
    contracts using a competitive process that is acceptable to the
    Federal agency and the appropriate regulatory body.

-   Offer monitoring and verification, operation and maintenance and
    performance guarantees, if desired by the Federal customer and
    available from the utility under its regulatory environment.

-   Conduct processes and accounting activities related to the specific
    Federal projects in an open book manner, as require by Federal law.

-   Assist in the education of Federal customers regarding the
    applicable utility programs and rate schedules and tariffs.

-   Assist Federal agencies in the implementation of the DOD/EEI model
    agreement and the DOE/EEI civilian model agreement for energy
    conservation and demand side management services.

## Appendix 3: [Working Group Participants]{.underline} {#appendix-3-working-group-participants .unnumbered}

[Federal:]{.underline}

U.S. Department of Energy

‑Federal Energy Management Program

‑Pacific Northwest National Laboratory

‑National Renewable Energy Laboratory

‑Lawrence Berkeley National Laboratory

-Oak Ridge National Laboratory

‑DOE Regional Support Offices

‑Bonneville Power Administration

U.S. Department of Defense

‑Defense Energy Service Center (DESC)

‑U.S. Air Force

‑U.S. Army

‑U.S. Army National Guard

‑U.S. Navy

General Services Administration

U.S. Department of State

U.S. Department of Health and Human Services

U.S. Department of Homeland Security

U.S. Mint

U.S. Postal Service

U.S. Treasury

U.S. Department of Veterans Administration

U.S. Department of Health and Human Services

U.S. Department of the Interior

-National Park Service

-Bureau of Land Management

U.S. Environmental Protection Agency

[Trade Associations:]{.underline}

American Gas Association

Edison Electric Institute

Electric Power Research Institute

[Other Energy Related Companies:]{.underline}

Ameresco, Inc.

American Operations Corporation

Biomass Energy

ChevronTexaco

CH2M HILL

CMS Viron Energy Services

Combined Energies

Consolidated Edison Solutions

Cutler-Hammer

Dynamic Energy Concepts, Inc.

Electrotek, Inc.

Energetics, Inc.

Energy Management Solutions, Inc.

Energy Systems Group, LLC

Enervision, Inc.

Exelon Solutions

GE Capital

Hannon Armstrong Capital, LLC

Johnson Controls, Incorporated

Lithonia Lighting Group

Merit Energy Systems

Metal Optics

Nicor Solutions

Planergy International

Richard Chais & Associates

Science Applications International Corporation

Sebesta Blomberg & Assoc., Inc.

Siemens

Southern Company - Energy Solutions

SPC Consulting Services

TECO Solutions

Tetra Tech EM Inc.

Tinsley Mullen Engineers Energy Services

TRC Energy Services

United Financial of Illinois, Inc.

Washington Group

World Energy Solutions

[Public Utilities:]{.underline}

Alabama Power

Alabama Gas

Ameren

Baltimore Gas and Electric

Central Maine Power

Commonwealth Edison

Consolidated Edison of New York

Entergy - Arkansas

Florida Power & Light

Georgia Power

Hawaiian Electric Company

Kansas City Power & Light

KeySpan

Mississippi Power

Oklahoma Gas & Electric

Pacific Gas & Electric

Potomac Electric Power Company

Progress Energy

San Diego Gas & Electric

South Carolina Electric & Gas

Southern California Edison

Southern California Gas

Southern Company

Tampa Electric

Washington Gas

Xcel

## Appendix 4: [List of Steering Committee Members]{.underline} {#appendix-4-list-of-steering-committee-members .unnumbered}

1.  Brad Gustafson, FEMP brad.Gustafson@ee.doe.gov

2.  Bill Sandusky, PNNL bill.Sandusky@pnl.gov

3.  Bill Welzant, BGE william.j.welzant@bge.gov

4.  Ed Anderson, FPL ed_anderson@fpl.com

> *Alternate: Mike Philo, FPL mike_c_philo@fpl.com*

5.  Ed Thibodo, Navy Edward.thibodo@navy.mil

6.  David Dykes, Southern Company DGDYKES@southernco.com

7.  Bill Eisele, South Carolina Electric & Gas beisele@scana.com

8.  Mark Ewing, General Services Administration mark.ewing@gsa.gov

9.  Ron Shaw, Pacific Gas & Electric res3@pge.com

10. Kate McMordie, PNNL kate.mcmordie-stoughton@pnl.gov

11. Jim Snook, Tyndall Air Force Base jim.snook@tyndall.af.mil

12. Linda Collins, GSA lindal.collins@gsa.gov

13. Stan Knobbe, Sempra SKnobbe@semprautilities.com

14. Gary Marchbanks, Oklahoma Gas & Electric marchbgj@oge.com

15. John Adair, SCE john.adair@sce.com

16. Julia Kelley, ORNL kelleyjs@ornl.gov

17. Lori Gordon, Energetics lgordon@energetics.com

18. Karen Thomas, NREL Karen_thomas@nrel.gov

Invited guest to all the FUPWG meetings and the on-site Steering
Committee meeting: Rick Tempchin rtempchin@eei.org

## Appendix 5: List of Working Group Meetings {#appendix-5-list-of-working-group-meetings .unnumbered}

+------+-------------+---------------+-----------------------+-------+
| **   | *           | **Date**      | **Host**              | Atte  |
| Numb | *Location** |               |                       | ndees |
| er** |             |               |                       |       |
+------+-------------+---------------+-----------------------+-------+
| *    | *           | February 1994 | FEMP                  | 14    |
| *1** | *Washington |               |                       |       |
|      | DC**        |               |                       |       |
+------+-------------+---------------+-----------------------+-------+
| *    | **Denver,   | September     | Public Service of     | 33    |
| *2** | CO**        | 1994          | Colorado              |       |
+------+-------------+---------------+-----------------------+-------+
| *    | *           | March 2-3,    | Southern California   | 40    |
| *3** | *Irwindale, | 1995          | Edison                |       |
|      | CA**        |               |                       |       |
+------+-------------+---------------+-----------------------+-------+
| *    | **Dallas,   | June 27, 1995 | Texas Electric        | 50    |
| *4** | TX**        |               | Utilities             |       |
+------+-------------+---------------+-----------------------+-------+
| *    | **Glen      | September     | Niagara Mohawk        | 42    |
| *5** | Falls, NY** | 13-14, 1995   |                       |       |
+------+-------------+---------------+-----------------------+-------+
| *    | **Atlanta,  | November 6-7, | Georgia Power         | 67    |
| *6** | GA**        | 1995          |                       |       |
+------+-------------+---------------+-----------------------+-------+
| *    | **San       | March 7, 1996 | San Diego Gas &       | 77    |
| *7** | Diego, CA** |               | Electric              |       |
+------+-------------+---------------+-----------------------+-------+
| *    | **New York, | June 28, 1996 | Consolidated Edison   | 59    |
| *8** | NY**        |               |                       |       |
+------+-------------+---------------+-----------------------+-------+
| *    | **Atlanta,  | November 4-5, | Georgia Power         | 71    |
| *9** | GA**        | 1996          |                       |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **Park      | March 20-21,  | Pacificorp            | 68    |
| 10** | City, UT**  | 1997          |                       |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **          | August 7-8,   | South Carolina Gas &  | 98    |
| 11** | Charleston, | 1997          | Electric              |       |
|      | SC**        |               |                       |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **Atlanta,  | November      | The Southern Company  | 71    |
| 12** | GA**        | 17-18, 1997   |                       |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **A         | February      | Public Service        | 152   |
| 13** | lbuquerque, | 19-20, 1998   | Company of New Mexico |       |
|      | NM**        |               |                       |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **Chicago,  | July 9-10,    | Commonwealth Edison   | 118   |
| 14** | IL**        | 1998          |                       |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **Atlanta,  | November 2-3, | The Southern Company  | 97    |
| 15** | GA**        | 1998          |                       |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **New       | April 28-29,  | Entergy               | 166   |
| 16** | Orleans,    | 1999          |                       |       |
|      | LA**        |               |                       |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **Portland, | July 10-11,   | Central Maine Power   | 86    |
| 17** | ME**        | 1999          |                       |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **Atlanta,  | October       | Georgia Power         | 77    |
| 18** | GA**        | 18-19, 1999   |                       |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **New       | April 18,     | Edison Electric       | 100   |
| 19** | Orleans,    | 2000          | Institute             |       |
|      | LA**        |               |                       |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **          | August 23,    | N/A -Energy 2000      | 91    |
| 20** | Pittsburgh, | 2000          |                       |       |
|      | PA**        |               |                       |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **Miami,    | Nov 30-Dec 1, | Florida Power & Light | 137   |
| 21** | FL**        | 2000          |                       |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **San       | March 7-8,    | San Diego Gas &       | 142   |
| 22** | Diego, CA** | 2001          | Electric              |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **Kansas    | June 4, 2001  | Kansas City Power &   | n/a   |
| 23** | City, KS**  |               | Light/Ameren          |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **Oklahoma  | October       | Oklahoma Gas &        | 96    |
| 24** | City, OK**  | 10-11, 2001   | Electric              |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **Omaha,    | April 16-17   | Omaha Public Power    | 106   |
| 25** | NE**        | 2002          |                       |       |
+------+-------------+---------------+-----------------------+-------+
| **   | # Tampa, FL | November      | TECO                  | 118   |
| 26** |             | 18-20 2002    |                       |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **Portland, | April 22-23   | No Host               | 94    |
| 27** | OR**        | 2003          |                       |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **          | October       | GSA                   | 120   |
| 28** | Washington, | 23-24, 2003   |                       |       |
|      | DC**        |               |                       |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **Brooklyn, | April 22-23,  | Keyspan               | TBD   |
| 29** | NY**        | 2004          |                       |       |
+------+-------------+---------------+-----------------------+-------+
| **   | **Downey,   | October       | Southern California   | TBD   |
| 30** | CA**        | 14-15, 2004   | Gas                   |       |
+------+-------------+---------------+-----------------------+-------+

##   {#section-1 .unnumbered}

## Appendix 6: [List of Topics Addressed]{.underline} {#appendix-6-list-of-topics-addressed .unnumbered}

[Contracting\
]{.underline}

-   Measurement & Verification

-   Metering & Billing

-   Utility Contracting Issues

[Project Financing/Alternative Financing]{.underline}

-   BPA Interagency Agreements

-   Civilian Model Agreement

-   GSA Areawide Contracts

-   ESPCs and Super ESPCs

[Policy]{.underline}

-   Anti-Deficiency

-   Congressional Request

-   CPUC Restructuring Proposals

-   Deregulation/Restructuring -- National and Regional Activities

-   DOD Energy Policy

-   *Executive Order 13123*

-   FAR Part 41

-   Federal Acquisition Regulation

-   Federal requirements for energy audits

-   OMB Memorandum

-   Standard Market Design

-   Status of Proposed Changes to EPAct

-   USPS Energy Policy

-   White House Climate Change Task Force

[Procurement\
]{.underline}

-   Power Procurement Policies

[Resources]{.underline}

-   FEMP Resource Centers

-   DOE's Climate Challenge Program

-   Energy Resource Accounting Project

-   EPRI\'s Public Facilities Program

-   FEMP Services Network (FSN)

-   FEMP's Utility Service Program

-   Utility Photovoltaic Group

-   UESC Project Data Collection

[Renewable/Efficiency Technologies]{.underline}

-   Building Technologies

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-   Distributed Generation/CHP/Fuel Cells/Microturbines/COGEN

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-   Emerging Technologies

-   Energy Efficiency Products List

-   EV Fleet Introduction

-   GreenPower/Renewable Energy/ Net Metering)

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-   Showcase facilities

-   Water Conservation projects

[Other]{.underline}

-   Case Studies/Success Stories

-   Critical Updates

-   Definition of a Public Utility

-   Demand Response Programs

-   Gas Supply

-   Impacts of retail wheeling on Federal facility managers

-   Interconnection Issues

-   Power Exchanges and Independent System Operators

-   Power Quality/Reliability

-   Power Shortages

-   Privatization

-   Quantification of Services

-   Security

-   Trained Energy Manager Requirements

-   Training Opportunities (E99 & E98)

-   Y2K Readiness

## Appendix 7: [Speaker Guidelines]{.underline} {#appendix-7-speaker-guidelines .unnumbered}

# Thank you for volunteering to share your insights with the working group. We anticipate that approximately 100 participants, including Federal employees, utilities and consultants, will be attending the Working Group meeting. To fully prepare for your presentation and to ensure that participants have access to the information you are planning to share, please pay careful attention to the following instructions.

# 

# [Presentation Specifics]{.underline} 

Note your presentation time and length on the attached agenda. The
agenda was carefully designed to allow each presenter adequate time. It
is mandatory that presenters adhere to their time limit. Please also use
the PowerPoint Presentation Template that will be provided to you. We
recommend that you gauge your presentation time by speaking
approximately 2 minutes per slide. You will be prompted to end the
presentation at the scheduled time. **Pace your presentation timing with
the designated timekeeper's cards at front of room.** **Timekeeper will
remind you when you have 10 minutes, 5 minutes, and 1 minute left for
your presentation.** Also, plan to allocate 3-5 minutes of your total
time for questions from the audience.

**All electronic presentations will be pre-loaded onto a single laptop
computer. Please submit your final presentation to
lgordon@energetics.com by the Friday of the week prior to the meeting.
Also bring to the meeting a backup copy of your presentation on CD or
disc.**

# [Audio Visual Equipment]{.underline}

An overhead projector and LCD will be provided.

##  {#section-3 .unnumbered}

### [Meeting Handouts]{.underline}

If you are planning to distribute copies of your presentation material
at the meeting, **you will be responsible for providing copies**. There
will be an information distribution table where your presentation can be
placed.

Note: *FEMP will not have the resources to accommodate copying needs
onsite.*

*[Pre-Meeting Distribution]{.underline}*

FEMP will make every attempt to have presentations posted on the FEMP
homepage prior to the meeting.

#### *[Post-Meeting Distribution]{.underline}*

If you prefer to make copies of your presentation available to
participants following the meeting this can be accomplished in a number
of ways:

-   You can send a copy to each participant that requests a copy via
    email. We recommend that you make your email address known to the
    meeting participants at some point during your presentation.

-   A brief summary of each presentation will be included in the meeting
    summary that is placed on the FUPWG website.

*[Registration Information]{.underline}*

We greatly appreciate your commitment to speak at the upcoming FUPWG
meeting. To keep registration fees as low as possible for all attendees,
we ask that each speaker pay their travel expenses and meeting
registration fee.

#### *[Contact Information]{.underline}*

Please address all inquiries and information regarding FUPWG meetings to
lgordon@energetics.com.

> **Appendix 8: [Host Responsibilities]{.underline}**
>
> Between 12 and six months prior to the meeting date, the host should
> begin planning the logistics for the meeting. The following areas
> should be considered.

*[Attendee limit]{.underline}*

-   Determine the maximum number of attendees that your budget will
    allow. Plan for at least 100 attendees.

*[Hotel rooms]{.underline}*

-   Locate a suitable hotel which either has an adequate meeting room or
    is nearby a conference center or your facilities in which you plan
    on having the Working Group meeting.

-   Reserve enough rooms for the out-of-town participants. Working Group
    members will encourage participants to stay in the hotel where you
    provide room blocks. A rule of thumb is to block at least 100 rooms.

-   The hotel must offer the government rate to government employees.
    Typically the participant breakdown is 40% non-Federal, 60% Federal.

*[Meeting facilities]{.underline}*

-   Plan for a classroom style room that can accommodate at least 20
    more people than the maximum number of participants. We suggest
    providing pencil/pen/drinking water at each table. In some cases a
    break-out room may be required for subcommittee meetings.

-   Typically, the meeting room is located in the hotel where the room
    block has been reserved. However, if you have another conference
    center or appropriate room in another location other than the hotel
    this can work as well. If this is the case, please keep in mind that
    transportation may need to be provided to and from the hotel,
    depending on the distance.

[*Audio/Visual:* the following equipment list will be required for the
meeting]{.underline}

-   Podium & Podium microphone

-   Head table set for min 4 people with table microphone

-   Overhead slide projector (if requested)

-   LCD and screen

-   Two tables set up outside of the meeting room for registration

*[Refreshments, Coffee, and Snacks]{.underline}*

  --------------------------------------------------------------------------
                    **(pre-workshop)**   **Day 1**         **Day 2**
  ----------------- -------------------- ----------------- -----------------
  **Morning**                            Continental       Continental
                                         Breakfast         Breakfast

  **Mid-Morning**                        Coffee, Juice,    Coffee, Juice,
                                         Water, Danishes   Water, Danishes

  **Noon**                               Lunch --          
                                         Typically a       
                                         keynote speaker   
                                         is organized by   
                                         host utility (but 
                                         not required)     

  **Afternoon**     Optional tour to     Soda and snacks   
                    highlight a UESC                       
                    project                                

  **Evening**       Informal dinner to   Group Dinner      
                    welcome participants (participants     
                    (participants pay at have pre-paid     
                    door or order off    through           
                    menu)                Energetics)       
  --------------------------------------------------------------------------

*[Informal Group Dinner]{.underline}*

-   Coordinate informal dinner at nearby restaurant to welcome
    participants (participants pay at the door a pre-determined lump sum
    *or* split the check). This usually occurs the evening before the
    meeting begins and usually lasts about 2 hours.

*[Facility Tour (Optional)]{.underline}*

-   Set the time for the tour.

-   Arrange the details with the facility.

-   Energetics will coordinate the registration for the tour.

*[Group Dinner]{.underline}*

-   Coordinate a social outing for FUPWG members. This normally occurs
    on the evening of the first full day of the meeting and lasts about
    4 hours, depending on the activity. In the past, host have arranged
    a dinner cruise, Zoo tour and dinner, Native American dance troupe
    performance and dinner, or an activity and dinner that focus on
    unique activities at the location of the meeting. Typically,
    two-thirds of meeting participants join us for the group dinner.

-   Keep in mind that participants need time to return to their hotel
    rooms between the meeting and the dinner, typically around 30
    minutes. In the past, some host have provided a brief tour or
    activity before the dinner, but this is not required. The dinner
    usually begins at 7 p.m.

-   The FEMP logistical subcontractor, Energetics, will coordinate
    registration for the group dinner and collect money from each
    participant prior to the meeting through an on-line registration
    form. Immediately following the group dinner, the Energetics
    representative attending the meeting will provide the host with a
    check covering all pre-paid participants as well as the money
    collected at the door (walk-ins, late registrations).

*[Transportation]{.underline}*

-   From the hotel to the meeting location. (If needed)

-   From the hotel to the group dinner location. (If needed)

-   From the hotel to the tour facility. (If needed)

*[Registration Fee]{.underline}*

We ask that you **calculate an appropriate registration fee** to help
you cover the costs of the group dinner. Energetics Conference Services
can assist you with this. Registration is handled by Energetics through
an on-line registration website. The registration fee is charged to
Energetics by each registrant and a lump sum is then paid to the host by
Energetics the day of the meeting to help cover the cost of the food for
the meeting.

*[Miscellaneous]{.underline}*

-   Assist meeting coordinator in creating logo/slogan for the meeting.
    Graphics and all promotional brochures will be created by
    Energetics.

-   Provide administrative support for the on-site registration. It will
    be necessary to have one administrative staff person help with the
    on-site registration in the morning of both days from approximately
    7:00 am to 12:00 pm.

*[Additional Considerations]{.underline}*

We ask that an **executive from your company provide an opening
welcome**. The welcome typically lasts about 5-10 minutes.

We also ask that the designated host representative **coordinate a
panel/speaker presentation on a UESC project or other energy efficiency
project that your company has been involved in**. This panel
presentation usually lasts anywhere from half an hour to an hour and a
half, depending on the depth of the presentation. This is an opportunity
for the host to showcase their activities with their Federal customers
regarding energy-efficiency, water conservation, and renewable energy
projects.