Performance Contracting and Funding Professional (PCF)

The Performance Contracting & Funding (PCF) is an AEE certification program that is focused and fast paced, and designed both to expand your knowledge in the performance contracting and energy project financing fields.

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. 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.

Introduction
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

Each applicant is required to attend AEE’s preparatory training program in order to sit for the exam and pass a 4 hour exam to obtain the certification

4-year degree from an accredited university in engineering or architecture	AND/OR	Current status of CEM
4-year business or related degree	AND	At least 3 years of experience in performance contracting or energy project funding or financing
2-year energy technical degree	AND	At least 5 years of experience in performance contracting or energy project funding or financing
No degree	AND	At least 8 years of experience in performance contracting or energy project funding or financing