# Presentation: 281696

## EERE Project Management CenterOverview

- Golden Field Office (GO)
- National Energy Technology Laboratory (NETL)

## Purpose of Consolidation - Recap

- The Office of Energy Efficiency and Renewable Energy (EERE) determined that to _more efficiently and effectively manage EERE’s deployment and outreach activities_ to consolidate these efforts in two offices:
- Golden Field Office (GO)
- National Energy Technology Laboratory (NETL)

*Background*

**Notes:**
Operational efficiencies were the one of the main reasons cited for consolidating EERE operations in the field.
Prior to consolidation, the integration of R&D activities with deployment was not present; therefore the integration of the deployment work with the R&D work at each PMC location makes the best use of synergies between staff that support these functions.

## Programs, Projects & Procurement

- 10 _Programs_ in EERE; most focus on end-use sector or technology, e.g., Building Technologies, Industrial Technologies, Solar Energy
- Each _Program_ managed by a HQ _Program Manager_
- _Programs_ contain many _Projects_ or activities
- _Projects_ managed by a _PMC_ _Project Manager_
- _Projects_ awarded by _PMC_ _Procurement_ to Recipients, e.g., State Energy Office, Weatherization Office

*Background*

**Notes:**
This slide is attempting to describe the differences between program and project management. 
Programs are managed by HQ at a national level
Projects are managed in the field.
Projects are normally awarded by the field (PMC) contracting officer (Procurement office), and then managed/monitored by field project managers.

## DOE HQ Organizational Structure

*Background*

- Assistant Secretary
- Andrew Karsner

**DAS for Business Administration**
- Rita Wells

- 10 Tech. Dev. Programs

- 3 BA Offices

- Project Management Center

**DAS for Technology Development**
- David Rodgers (Acting)

**Notes:**
This slide depicts the relationship between the HQ offices and the virtual PMC.  
In the case of the Golden Field Office, they report organizationally to Rita Wells/ DAS/BA, yet are responsible for awarding and managing projects for the 10 program offices in TD.

## Lines of Communication

*Background*

**Headquarters**

**Field**

- DOE National Labs, Work For Others, Industry & Academia

- Common Business Practices

**GO**

**NETL**

- Geo-thermal

- Hydrogen

- Wind & Hydro

- Buildings

- Project Management Center

**Implementers**

- States

## Program Implementation Responsibilities

- GO
- Solar Energy
- Wind & Hydropower
- Geothermal Energy
- Biomass
- Industrial Technologies (ITP)
- Hydrogen, Fuel Cells and Infrastructure
- Federal Energy Management (FEMP)
- *  Native American (OWIP)

- NETL
- Building Technologies
- FreedomCAR
- Weatherization and Intergovernmental (OWIP)
- *  Mining (ITP)
- *  Biomass and Alternative Methane Fuels (FEMP)
- *  Black Liquor Gasification (Biomass)

- *  Subprograms where Program responsibility resides at the other PMC entity

*Background*

**Notes:**
This slide describes the current division of program implementation between the two PMC sites. 
Need to note the distinction of the sub-programs managed at each site (i.e. Industrial and FEM/BEMP at NETL and Native American at GO).
Need to mention that GO also is maintaining the National Parks management related to the Clean Cities program now managed by NETL (not reflected on the chart).

## PMC Allocation of  Program & States 

_**National Project and Contracting Officers assigned by Program Lead**_

- Western RO Offices Consolidate
- to Golden

- Eastern RO Offices Consolidate
- to NETL

- Golden

- NETL

- Hydrogen	Geothermal
- Solar	Biomass
- Wind/Hydro	Industrial
- FEMP

- Weatherization and Intergovernmental Programs *
- Building Technologies
- FreedomCAR & Vehicle Technologies

- * For WAP and SEP, NETL is Project Office for Eastern States, and Golden is Project Office for Western States

*PMC Allocation of  Program & States *

- Golden

- NETL

**Notes:**
This slide is an attempt to graphically illustrate the division of program implementation between the two PMC sites, yet the assignment of states to each PMC site for WAP and SEP projects.
Important Points:
	Both GO and NETL will have national responsibly and working relationships with all 50 states and 5 territories for all programs, except for WAP and SEP.
	The GO will manage projects with WAP and SEP for the states formally a part of the Western, Central and Mid-West Regions.
	NETL will manage projects with WAP and SEP for the states formally a part of the Mid-Atlantic, Northeast and Southeast Regions.
	NETL will be the contracting office for all WAP and SEP grants.

## PMC Structure

*Golden Field Office (GO)*

**Notes:**
This is the slide that can be used to describe how the GO is organized, and what the role/function is for each of the five offices and three special purpose offices are that report to the GO Manager.

Presentations to be given later that gets into more details about each of these groups.

## Golden PMC “Project” Structure

- Industrial Technologies
- Wind Technologies
- Solar Technologies

- - Weatherization
- - State Energy Program
- - Federal Energy Management Program

- -Biomass/Bioenergy
- -Geothermal/Geopowering the West
- -Hydrogen
- -Solar/MSRI
- -Wind/Wind Powering America
- -Green Power/Air Quality

**Notes:**
Need to  describe how program/projects are assigned to each of these groups.  

## NETL Organization 

**NETL**
- Carl Bauer

**Office of **
**General Counsel**
- Tom Russial

**Office of **
**Public Affairs**
- Dave Anna

**Office of **
**Science & Technology**
- Anthony Cugini*

**Strategic Center**
**for Coal**
- Ralph Carabetta

**Albany Research**
**Center**
- Rich Walters

**Strategic Center **
**for Natural Gas & Oil**
- Brad Tomer*

**Project Management**
**Center**
- Larry Carpenter*

**Office of **
**Business Operations 1)**
- Tom Torkos

**Office of Systems**
**Analysis & Planning**
- Jim Eckman

*** Acting**
***1)  Business Operations contains 5 other divisions; ***
***those included will have direct contact with States***

**Acquisition and Assistance**
**Dale Siciliano**

**Financial Management**
**Tom Wilson***

*PMC Structure*

## NETL PMC “Project” Structure

- *      Acting

*PMC Structure*

## Continue to interface with DOE Feds
Formula Grant Awards
Processing of Applications
Reporting of Information (WinSAGA)
Payment of Funds
Telephone/E-mail Access 
Monitoring Visits
Technical Assistance

- Formula Grant Awards
- Processing of Applications
- Reporting of Information (WinSAGA)
- Payment of Funds
- Telephone/E-mail Access
- Monitoring Visits
- Technical Assistance

*Doing Business w/PMC*

*What is the same.....*

## Face-to-face communications limited by travel funds
Anticipate more telecommunications 
May deal with two DOE Contracting Offices (ex. Buildings versus Wind projects)
Former “Regional” State groupings, i.e., future States activities may be defined by other factors, e.g., climatic, technology, end-use sector

- Anticipate more telecommunications
- May deal with two DOE Contracting Offices (ex. Buildings versus Wind projects)
- Former “Regional” State groupings, i.e., future States activities may be defined by other factors, e.g., climatic, technology, end-use sector

*Doing Business w/PMC*

*Background** / History*

*What will be different....*

## Program and Deployment Activities

- GO
- Hydrogen & Fuel Cells
- Hydrogen/Transportation
- Power Park
- Biomass
- Regional Biomass Energy Program
- Bioenergy Special Projects
- Solar Technologies
- Solar America
- Wind/Hydro
- Wind Powering America
- Wind & Water
- Geothermal
- GeoPowering the West
- Industrial Technologies (ITP)
- Save Energy Now
- Inventions & Innovations
- Industries of the Future
- Federal Energy Management Program

- NETL
- FreedomCAR & Vehicle Technologies
- Clean Cities
- Building Technologies (BT)
- Rebuild America
- ENERGY STAR
- Building Energy Codes
- Building America
- Residential Deployment
- Zero Energy Homes
- OWIP
- State Energy Program
- Weatherization Assistance Program
*Distributed Energy (Moved to OE)*

- Project Monitoring, Procurement, Finance and Legal Split will be
- based on _Technology_

## All former Regional Office activity will be split between two EERE Project Management Center Offices (GO & NETL):
Formula Awards (SEP and WAP):
All Procurement to NETL
Project Management split between NETL and GO
Discretionary/Competitive Awards:
Procurement aspect
Technical aspect
Omnibus Awards:
Umbrella Awards 
NETL holds for former Northeast, Mid-Atlantic and Southeast States 
GO holds for former Western, Central and Midwest States 
Subsequent Awards 
WAP or SEP: Procurement issued by NETL, project management based on state location 
Other Technologies: Both procurement issued and project management based on technology 

- Formula Awards (SEP and WAP):
- All Procurement to NETL
- Project Management split between NETL and GO
- Discretionary/Competitive Awards:
- Procurement aspect
- Technical aspect
- Omnibus Awards:
- _Umbrella Awards_
- NETL holds for former Northeast, Mid-Atlantic and Southeast States
- GO holds for former Western, Central and Midwest States
- _Subsequent Awards _
- WAP or SEP: Procurement issued by NETL, project management based on state location
- Other Technologies: Both procurement issued and project management based on technology

*Doing Business w/PMC *

## FY2006 SEP “Special Projects” issued as stand-alone Program announcements, 
Solicitations Issued: Mid to Late March
Applications Due:  May 24th for BT, May 31st for ITP, and early June for Clean Cities Transportation Sector
Awards:  September

Grants.gov mandatory for application submittal in FY2007

Listing of EERE Project Management Center points of contact will be distributed using various forms of communication (website, e-mail, newsletter, etc.)

- Solicitations Issued: Mid to Late March
- Applications Due:  May 24th for BT, May 31st for ITP, and early June for Clean Cities Transportation Sector
- Awards:  September
- Grants.gov mandatory for application submittal in FY2007
- Listing of EERE Project Management Center points of contact will be distributed using various forms of communication (website, e-mail, newsletter, etc.)

*Issues and Opportunities*

## Julie A. Riel (GO)
States from former Midwest, Central and Western Regions

**Julie A. Riel (GO)**
- States from former Midwest, Central and Western Regions

**James M. Ferguson (NETL)**
- States from former Northeast, Mid-Atlantic and Southeast Regions

_**Primary Roles/Responsibilities include:**_
- Serve as primary POC for States and other key stakeholders for gathering, organizing and communicating PMC information and activities
- Work with each other and PMC Coordinator to ensure consistent information, processes and activities are being used at all PMC sites
- Maintain knowledge of all EERE programs and PMC activities in order to provide support for the outreach and communication to key stakeholders.

## Points of Contact

| Office | NETL | GO |
| --- | --- | --- |
| Manager | Larry Carpenter 
larry.carpenter@netl.doe.gov
304-285-4161 | John Kersten 
john.kersten@go.doe.gov
303-275-4792 |
| States Coordinator | James M. Ferguson 
james.ferguson@netl.doe.gov
412-386-6043 | Julie Riel 
julie.riel@go.doe.gov
303-275-4866 |
| Procurement | Denise Riggi 
denise.riggi@netl.goe.gov
304-285-4241 | Jerry Zimmer 
jerry.zimmer@go.doe.gov
303-275-4748 |
| Finance | Floyd Boilanger 
floyd.boilanger@netl.doe.gov
412-386-6197 | Tim Rea 
tim.rea@go.doe.gov
303-275-4760 |

## Points of Contact

| Office | NETL | GO |
| --- | --- | --- |
| Building Technologies | Eddie Christy 
eddie.christy@netl.doe.gov
304-285-4604 | Contact Eddie Christy |
| FreedomCAR and Vehicle Technologies | Chuck Zeh 
charles.zeh@netl.doe.gov
304-285-4265 | Contact Chuck Zeh |
| Intergovernmental Projects & Outreach Division | Angela Young 
angela.young@netl.doe.gov
412-386-6042 | Gary Burch 
gary.burch@go.doe.gov
303-275-4801 |
|   - Intergovernmental Team
     (WAP & SEP)       
     FEMP: Golden (Jeff James)                                                                                                                            | Greg Davoren
gregory.davoren@netl.doe.gov 
412-386-6045 | Jeff James
Jeffrey.james@go.doe.gov 
303-275-4806 |
|   - Outreach Team (Biomass, Wind/Hydro, Geothermal, Solar, Hydrogen & Fuel Cells)  | Contact Gary Nowakowski | Gary Nowakowski
gary.nowakowski@go.doe.gov
303-275-4808 |
| Industrial Technologies | Contact David Blanchfield | Dave Blanchfield 
david.blanchfield@go.doe.gov
303-275-4797 |

## Questions, Comments and Discussion

- What should future meetings between the PMC and states look like?
- What issues can the PMC help states with?

## EERE Project Management Center

- Golden Field Office (GO) Division Slides
- National Energy Technology Laboratory (NETL) Division Slides

## Office of Intergovernmental Programs and Outreach (IPO)

- Provide project management and outreach to EERE programs.
- Provide targeted technical assistance, training and program development assistance in partnership with customers and stakeholders in the field.
- Provide states and other customers with tools to analyze energy, environmental and economic impacts.
- Serve as a resource, catalyst and customer broker for technology deployment and partnerships.

*Doing Business w/PMC*

## Intergovernmental Team: GO

**Responsibilities:**
- Manage and monitor formula grant activities awarded to States in the West for:
-  State Energy Program (SEP), and
-  Weatherization Assistance Program (WAP).NETL responsible for SEP & WAP procurement.
- Provide Federal Energy Management Program (FEMP) outreach and technical assistance nationally to federal agencies implementing energy efficiency and renewable energy projects.

**Jeff James, Team Leader**
_**FEMP**_
**Randy Jones**
**Melinda Latimer**
**Greg Moore**
_**SEP**_
**Barbara Alderson**
**Martha Amador**
**Molly Dwyer **
**Stephanie Sung**
_**Weatherization **_
**Rob Desoto**
**Catherine Foote**** **
**Carol Gates**
**Mike Peterson**

*Doing Business w/PMC*

## Outreach Team: GO

**Responsibilities:**
- Provide outreach and  project management nationally for the following EERE program areas:
-  Biomass
- Geothermal
- Green Power/Air Quality
- Hydrogen
- Solar
- Wind
- Identify and define project outreach opportunities for EERE Program Offices.
-   Administer technical aspects of selected awards and projects.Analyze and report cost and performance of outreach projects and project portfolios.

*Doing Business w/PMC*

**Gary Nowakowski,  Team Leader**
_**Biomass**_
**     ****Sandy Glatt**
**     ****Ernie Oakes**
**     ****Dave Waltzman **
_**Green Power/Air Quality **_
**     ****Jerry Kotas**
**     ****Pam Mendelsen**
_**National Parks**_
**     ****Ernie Oakes**
_**Solar/Hydrogen **_
**     ****Margie Bates **
**     ****Carla Clemens**
**     ****Steve Palmeri **
**     ****Doug Seiter**
_**Wind/Geothermal/Industrial Programs**_
**     ****Roxanne Dempsey  **
**     ****Curtis Framel **
**    ****Sandy Glatt**
**     ****Krista Bentz**

## Intergovernmental Team: NETL

**Responsibilities:**
- Manage and monitor formula grant activities awarded to States in the _East_ for:
-  State Energy Program (SEP), and
-  Weatherization Assistance Program (WAP).NETL responsible for SEP & WAP procurement.

**Greg Davoren, Team Leader**
_**SEP**_
**Sheila Edwards**
**Darren Stevenson**
**Teresa Jones**
_**Weatherization **_
**Eric Bell**
**Magda Rivera**
**Vacancy**

*Doing Business w/PMC*

## Building & Industrial Technology Division: NETL

**Building & Industrial Technology Division: NETL**

**Responsibilities:**
- Manage all EERE Buildings research and deployment project implementation activities
- Buildings R&D
- Buildings Deployment
- ENERGY STAR
- Building America
- Rebuild America
- Building Energy Codes
- Zero Energy Homes

**Eddie Christy, Division Director**
_**Buildings R&D**_
**Joel Chaddock**
**Evelyn Dale**
**Judy Dyer**
**Ryan Egidi**
**Parrish Galusky**
**Paul Giles**
**Bill Haslebacher**
**Brian Dotson**
_**Buildings Deployment**_
**Tim Eastling**
**Dwight Bailey**
**Bill Orthwein**
**Paul King**
**Scott Hutchins**
**Gary Sames**
**Vacancies**
_**Other BIT Staff**_
**Mike Mosser (ITP-Mining)**
**Joe Renk (ITP-Mining)**
**Craig Hustwit (FEMP)**

*Doing Business w/PMC*

## FreedomCAR & Vehicle Technologies Division: NETL

**FreedomCAR & Vehicle Technologies Division: NETL**

**Responsibilities:**
- Manage all EERE FreedomCAR and Vehicle Technology research and deployment project implementation activities
- FreedomCAR R&D
- FreedomCAR Deployment
- Clean Cities

**Chuck Zeh, Division Director**
_**FreedomCAR R&D**_
**Steve Cooke**
**Carl Maronde**
**Aaron Yocum**
**Ralph Nine**
**Sam Taylor**
**Jason Conley**
_**FreedomCAR Deployment**_
**Mike Scarpino**
**Mike Bednarz**
**Steve Richardson**
**Neil Kirschner**
**Vacancy**

*Doing Business w/PMC*

## Office of Project Management (OPM)

*Doing Business w/PMC*

- Industrial Programs – Technology Delivery
- Chris Cockrill
- Jamey Evans
- Brian Olsen
- Wind Powering America – Technology Delivery
- Steve Palomo
- Keith Bennett

## Office of Project Management (OPM)

*Doing Business w/PMC*

***See Handout in Information Packet for entire organization chart w/staff listings***

## Doing Business w/PMC

**Project Acquisition and Administration EERE Project Management Center**

## Office of Laboratory Operations (OLO)

** ****Responsible for the Administration of the Contract to Manage and Operate NREL**
-   Provides Strategic and Institutional Planning Direction
-   Provides Operational Support
-   Ensures Contract Performance
** ****Attributes of the DOE/NREL Contract**
-   Wholly-Owned by EERE
-   Research, Development, and Deployment
*Provides Policy and Deployment Support as well as R&D*
-   Strategic Partner for Advice and Counsel
*Closer than “Arms-Length” Relationship*
-   Intellectual Property Ownership
**Consolidation of Federal Deployment Capabilities Provides Opportunity to Better Integrate Federal and Contract Efforts**

*Doing Business w/PMC*

## Office of Management & Administration (OMA)

- Responsible for business and administrative programs at the Golden Field Office to include budget and finance, human resources, information technology, environment, and other administrative services and support services
*Develops policies and procedures*
*Provides day-to-day support to GO employees*
*Supports DOE Headquarters functional programs*
- Provides matrix support to the Office of Laboratory Operations (OLO)

*Doing Business w/PMC*

## Office of Management and Administration

*Doing Business w/PMC*

## Financial Office - Golden

- PMC ASAP Contacts:
- Golden awards  Mike Berry 303-275-4708
- _[Mike.Berry@go.doe.gov](mailto:Mike.Berry@go.doe.gov)_
- NETL awards Larry Sullivan 412-386-6115
- _[Larry.Sullivan@netl.doe.gov](mailto:Larry.Sullivan@netl.doe.gov)_
- Treasury Regional Finance Center Helpdesk
- Philadelphia RFC	215-516-8021
- Kansas City RFC	816-414-2100
- San Francisco RFC	510-594-7182
- Richmond FRB		804-697-8384

*Doing Business w/PMC*

## Golden Field OfficeChief Counsel Staff

- 	John Herrick		Chief Counsel
- 	Patty Walters		General Attorney
- 	Derek Passarelli	General Attorney
- 	Kim Graber		General Attorney
- 	Julia Moody		Patent Attorney
- 	Jacki Costello		Paralegal

*Doing Business w/PMC*

## General Attorneys - GO

- PROCUREMENT LAW
- FINANCIAL ASSISTANCE
- ETHICS/FINANCIAL DISCLOSURES
- HATCH ACT (Political Activity by Federal Employees)
- LITIGATION
- APPROPRIATIONS LAW
- ENVIRONMENTAL LAW
- PERSONNEL LAW
- MEMORANDUMS OF UNDERSTANDING
- INTERNATIONAL AGREEMENTS

*Doing Business w/PMC*

## Intellectual Property Attorney - GO

- PATENT APPLICATIONS
- INVENTION LICENSING
- COOPERATIVE RESEARCH AND DEVELOPMENT AGREEMENTS (CRADAS)
- CONTRIBUTED FUNDS AGREEMENTS
- INTELLECTUAL PROPERTY PROVISIONS CONTRACTS/FINANCIAL ASSISTANCE
- NONDISCLOSURE AGREEMENTS

*Doing Business w/PMC*

## NETL Chief Counsel Staff

- Tom Russial 		Chief Counsel *
- Lisa Baker		Intellectual Property 			Counsel*
- Nancy Toppetta		General Attorney
- Natalie Appetta		General Attorney*
- Ann Dunlap		Paralegal
- Kelly Palmer		Legal Intern
- *Currently supports project management center.

*Doing Business w/PMC*

## General Attorneys - NETL

- PROCUREMENT LAW
- FINANCIAL ASSISTANCE
- ETHICS/FINANCIAL DISCLOSURES
- HATCH ACT (Political Activity by Federal Employees)
- LITIGATION
- APPROPRIATIONS LAW
- ENVIRONMENTAL LAW
- PERSONNEL LAW
- MEMORANDUMS OF UNDERSTANDING
- INTERNATIONAL AGREEMENTS

*Doing Business w/PMC*

## Intellectual Property Attorney - NETL

- PATENT APPLICATIONS
- INVENTION LICENSING
- COOPERATIVE RESEARCH AND DEVELOPMENT AGREEMENTS (CRADAS)
- CONTRIBUTED FUNDS AGREEMENTS
- INTELLECTUAL PROPERTY PROVISIONS CONTRACTS/FINANCIAL ASSISTANCE
- NONDISCLOSURE AGREEMENTS

*Doing Business w/PMC*