Starting an ESC Chapter in Your State

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• Starting an ESC Chapter in Your State

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Energy Services Coalition

• Mission
• To promote the benefits of, provide education on,
  and serve as an advocate for the widespread use
  of energy performance contracting in public and
  private facilities
•  

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Energy Services Coalition

• Diverse membership provides a unique opportunity
  to
• Provide independent third party information and
  education
• Identify and overcome barriers

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What Does the ESC Do?

• Helps building owners be good customers through
  education, information and resources
• Increases the financing options available to
  building owners
• Makes performance contracting a fully available
  option for upgrading all types of facilities
• Provides continual improvement of the performance
  contracting process

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ESC Membership

• Members include representatives of
• State energy offices
• State facility management agencies
• Energy service companies
• Building owners
• Finance companies
• Federal agencies
• Others

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Services and Resources

• Educational workshops at locations around the
  U.S.
• Resources (available from ESC web site)
• Guide to performance contracting
• Template procurement and contracting documents
  for performance contracting
• Database of energy professionals and service
  providers by state
• Online discussion forum

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ESC State Chapters
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Importance of ESCState Chapters

• State chapters carry ESCs educational message to
  individuals who need to understand performance
  contracting and to use it to upgrade their
  buildings
• Building managers, financial institutions,
  engineers, procurement and legal staff, and
  others involved in the decision-making process

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Who Benefits from ESC State Chapters

• Implementation of energy efficiency and building
  upgrades is good for everyone
• Building occupants and owners
• State energy offices
• ESCOs
• Finance companies
• Environment

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ESC State Chapters To Date

• Mississippi
• Nevada
• New Hampshire
• New Mexico
• North Carolina
• Ohio
• South Carolina
• Tennessee
• Texas
• Utah
• Virginia

• Alabama
• Arkansas
• Arizona
• California
• Colorado
• Florida
• Kentucky
• Louisiana
• Maryland
• Massachusetts
• Minnesota

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Starting an ESC State Chapter

• Step One Identify a state agency representative
  who is willing to be the public sector co-chair
  of the chapter
• Step Two Schedule a kickoff meeting of ESC state
  chapter
• Invite building owners, legal and purchasing
  staff, ESCOs, finance companies, in your state
• Step Three Hold kickoff meeting

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Typical Agenda for Kickoff Meeting

• Introduction to the ESC
• Structure, Committees, Activities
• Announce Public Sector Co-Chair
• Appoint interim Private Sector Co-Chair
• Establish committees to develop workplans
• Schedule next meeting

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ESC State Chapters Relationship to National ESC

• ESC state chapters function as committees of the
  National ESC
• Activities and leadership of ESC state chapters
  are subject to the approval of the ESC national
  executive board

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ESC State Chapter Leadership

• ESC State Chapter Co-Chairs
• Public Sector Chair
• Usually represents the state energy office
• Usually self-selected
• Private Sector Chair
• Usually represents an ESCO
• Elected by state ESC chapter members

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ESC State Chapter Goal

• Develop an outreach program that
• Provides education on performance contracting to
  the target audience in their state
• Is workable for the ESC State Chapter and its
  members

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ESC State Chapter Tasks

• Provide performance contracting training
  sessions, workshops, and similar events

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ESC State Chapter Tasks

• Identify key individuals and organizations in the
  state would benefit from energy performance
  contracting
• Submit ESC state chapter articles for publication
  in newsletters, business journals, magazines
• Provide ESC state chapter speakers for other
  organizations meetings
• Set up information booths at conferences

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ESC State Chapter Tasks

• Divide the performance of these tasks among ESC
  state chapter members so that it is workable for
  all the members
• ESC state chapter members that participate in ESC
  outreach activities represent the ESC, delivering
  education rather than company-specific selling

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Suggested Responsibilities for ESC State Chapter
Committees
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Membership CommitteeResponsibilities

• Recruit members for the ESC state chapter
• Any person joining the ESC are members of their
  respective states ESC chapter
• Gather contact information of interested persons
  (e.g., attendee lists from conferences and other
  events attended by chapter members) and e-mail
  this contact information to the national ESC

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Outreach CommitteeResponsibilities

• Identify organizations whose members would
  benefit from learning about performance
  contracting arrange to have articles in
  newsletters and ESC speakers at their meetings

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Outreach CommitteeResponsibilities

• Work with National ESC to prepare and submit news
  releases describing ESC state chapters
  achievements
• Prepare and keep a calendar of upcoming state
  chapter events

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Outreach CommitteeResponsibilities

• Prepare articles on state chapter events that
  have occurred (with pictures if possible)
• Submit calendar and articles to the National ESC
  for posting on the ESC web site

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Workshops CommitteeResponsibilities

• Hold performance contracting workshop(s) each
  year
• Coordinate workshop logistics with the Naitonal
  ESC
• National ESC can provide attendee registration
  through the ESC web site

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State-Specific Documents Committee
Responsibilities

• Prepare a short summary of the laws/rules
  relating to performance contracting in the state
• Cover each vertical market in the state
• Include contacts and web links for additional
  information on rules applying to each vertical
  market
• An ESC template is available
• Prepare a state-specific guide to performance
  contracting based on ESC template

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State-Specific Documents Committee
Responsibilities

• If necessary, prepare state-specific versions of
  ESC procurement and contracting documents
• Start with ESC template documents
• Where possible, suggest improvements to national
  documents so they can be tailored to meet both
  state-specific and national needs

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State-Specific Documents Committee
Responsibilities

• Prepare quarterly and annual summaries of new
  performance contracting projects in the state
• Project address, contact information, square
  feet, expected energy savings
• Submit to the State Chapter Outreach Committee
  and the National ESC so they can work together to
  promote recognition

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State-Specific Documents Committee
Responsibilities

• Submit prepared documents to the national ESC
  Documents Committee for review, approval, and
  inclusion on the ESC web site

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When You are Ready to Start an ESC State
Chapter...

• For information, materials or assistance on how
  to make your KICKOFF MEETING a success, visit our
  web site at www.energyservicescoalition.org
  (click on Contact ESC)
• Let us help you get your ESC state chapter up and
  running today!

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Are there any questions about the ESC or starting
your ESC State Chapter?