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ROMA Capability Statement 07-11-2011

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            Ralph	
  O.	
  McMillan	
  &	
  Associates,	
  LLC	
  
                Energy	
  Efficient	
  Measures	
  Services	
  
                 Identification,	
  Implementation	
  &	
  Validation	
  
	
  
	
  
                        Capabilities	
  Statement	
  
	
  
	
  
                                      July	
  2011	
  
	
  
	
  




                                                                                   	
  
Ralph O. McMillan & Associates, LLC
Version July 11, 2011
	
  
                                                                                   	
  
                                                                                   	
  
	
  


	
  
Table	
  of	
  Contents	
  
	
  
1	
   SUMMARY	
  OF	
  RALPH	
  O.	
  MCMILLAN	
  &	
  ASSOCIATES	
  CAPABIILTIES	
                                                      ..........................	
  3	
  
     1.1	
   State	
  Energy	
  Programs	
  ............................................................................................................	
  3	
  
     1.2	
   Technical	
  Advisory	
  Services	
  .................................................................................................	
  3	
  
     1.3	
   Weatherization	
  &	
  Renewables	
                      .............................................................................................	
  3	
  
     1.4	
   Weatherization	
  Training	
  ........................................................................................................	
  4	
  
     1.5	
   Solar	
  Training	
  ..............................................................................................................................	
  5	
  
     1.6	
   Smart	
  Metering	
  ...........................................................................................................................	
  5	
  
2	
   Why	
  Energy	
  Efficiency	
  Now	
  ..........................................................................................................	
  5	
  
     2.1	
   Balancing	
  Costs	
  &	
  Benefits	
  ....................................................................................................	
  6	
  
     2.2	
   Identifying,	
  Implementing	
  &	
  Assessing	
  Energy	
  Efficient	
  Measures	
  ....................	
  6	
  
3	
   Why	
  Ralph	
  O.	
  McMillan	
  &	
  Associates	
  ........................................................................................	
  6	
  
     3.1	
   ROMA’s	
  Background	
  .................................................................................................................	
  6	
  
     3.2	
   ROMA’s	
  Experience	
  ...................................................................................................................	
  7	
  
     3.3	
   ROMA’s	
  Strategic	
  Partners	
  ....................................................................................................	
  7	
  
       3.3.1	
   ROMA’s	
  Current	
  Energy	
  Efficiency	
  Measures	
  Implementation	
  Partners	
  .	
  7	
  
       3.3.2	
   ROMA’s	
  Current	
  Training	
  &	
  Outreach	
  Partners	
                                   ...................................................	
  8	
  
       3.3.3	
   ROMA’s	
  current	
  energy	
  policy	
  and	
  planning	
  and	
  organizational	
  
       development	
  strategic	
  partners:	
  ...............................................................................................	
  8	
  
       3.3.1	
   Landmark	
  Atlantic	
  Holdings	
                       .........................................................................................	
  8	
  
       3.3.2	
   The	
  Keystone	
  Plus	
  Construction	
  Corp,	
  Washington,	
  DC.	
  .................................	
  9	
  
       3.3.3	
   Clyde	
  McHenry,	
  Inc.	
  ..........................................................................................................	
  9	
  
       3.3.4	
   Alston	
  Construction	
  &	
  Design	
  ......................................................................................	
  9	
  
       3.3.5	
   Kendall	
  Construction,	
  LLC	
  ..........................................................................................	
  10	
  
       3.3.6	
   Johnson	
  Controls,	
  Inc.	
  ...................................................................................................	
  10	
  
       3.3.7	
   Prosperity	
  Media	
  Enterprise,	
  Inc.	
  ............................................................................	
  11	
  
       3.3.8	
   The	
  CAMMAY	
  Group	
  .......................................................................................................	
  11	
  
     3.4	
   Ralph	
  T.	
  Knatt	
  ...........................................................................................................................	
  12	
  
       3.4.1	
   Partners	
  for	
  Green	
  Creation,	
  Inc.	
  .............................................................................	
  12	
  
       3.4.2	
   Segora	
  Management	
  Group	
                        ........................................................................................	
  13	
  
       3.4.3	
   Interstate	
  Renewable	
  Energy	
  Council	
  (IREC)	
  ....................................................	
  14	
  
       3.4.4	
   The	
  JPM	
  Group,	
  LLC	
           .......................................................................................................	
  14	
  
     3.5	
   3.3	
  Policy,	
  Planning	
  and	
  Administration	
  Strategic	
  Partners	
  ................................	
  15	
  
       3.5.1	
   Jerome	
  S.	
  Paige	
  &	
  Associates	
  (JSP&A)	
  ...................................................................	
  15	
  
       3.5.2	
   Felix	
  L.	
  Patterson	
  &	
  Associates	
  (FLP&A)	
  .............................................................	
  16	
  
4	
   ROMA’s	
  Services	
  ..............................................................................................................................	
  18	
  
     4.1	
   State	
  Energy	
  Programs	
  (SEP)	
  and	
  Technical	
  Advisory	
  Services	
  (TAS)	
  ...........	
  18	
  
     4.2	
   Weatherization	
  &	
  Renewables	
                      ..........................................................................................	
  20	
  
     4.3	
   Green	
  Jobs	
  &	
  Green	
  Jobs	
  Training	
  ...................................................................................	
  23	
  
5	
   ROMA’s	
  Achievements	
  (March	
  2009	
  –	
  July	
  2011)	
  ............................................................	
  26	
  
                                                                                                                                                                         	
  
Ralph O. McMillan & Associates, LLC
Page 1 of 28
Version	
  July	
  11,	
  2011	
  
                                                                                                                                                                         	
  
                                                                                                                                                                         	
  
	
  

6	
   Summary	
  .............................................................................................................................................	
  27	
  
7	
   Contact	
  Information	
  .......................................................................................................................	
  28	
  
	
  
List	
  of	
  Tables	
  
	
  
Table	
  1:	
  State	
  Energy	
  Programs	
  Services	
  
Table	
  2:	
  Technical	
  Advisory	
  Services	
  (TAS)	
  	
  
Table	
  3:	
  From	
  Potential	
  to	
  Actual	
  Energy	
  Savings	
  
Table	
  4:	
  ROMA’s	
  Strategic	
  Partners,	
  Energy	
  Efficient	
  Measures,	
  Experience	
  &	
  
Capacity	
  
Table	
  5:	
  Green	
  Jobs	
  &	
  Green	
  Jobs	
  Training	
  
Table	
  6:	
  ROMA:	
  Approaches	
  Energy	
  Efficiency	
  Holistically	
  
	
  
	
  




                                                                                                                                                                       	
  
Ralph O. McMillan & Associates, LLC
Page 2 of 28
Version	
  July	
  11,	
  2011	
  
                                                                                                                                                                       	
  
                                                                                                                                                                       	
  
	
  



1 SUMMARY	
  OF	
  RALPH	
  O.	
  MCMILLAN	
  &	
  ASSOCIATES	
  
  CAPABIILTIES	
  
	
  
Ralph	
  O.	
  McMillan	
  &	
  Associates,	
  LLC	
  (ROMA)	
  is	
  an	
  energy	
  efficient	
  measures	
  
identification,	
  implementation	
  and	
  validation	
  firm,	
  with	
  capabilities	
  in	
  the	
  following	
  
area:	
  

1.1         	
  State	
  Energy	
  Programs	
  

       1.     Develops	
  custom	
  strategic	
  and	
  tactical	
  plans	
  that	
  improve	
  organizational	
  
              efficiency	
  and	
  productivity	
  and	
  that	
  help	
  organizations	
  meet	
  and/or	
  exceed	
  their	
  
              organizations	
  sustainability	
  objectives.	
  
       2.     Determines	
  renewable	
  energy	
  incentive	
  programs	
  that	
  result	
  in	
  constituent	
  buy-­‐
              in	
  and	
  use.	
  
       3.     Manages	
  projects	
  and	
  change	
  that	
  include	
  identification	
  of	
  milestones,	
  tasks,	
  
              and	
  follow-­‐thru	
  of	
  responsible	
  parties.	
  
       4.     Monitors,	
  measures,	
  and	
  benchmarks	
  the	
  performance	
  of	
  new	
  and	
  currently	
  
              established	
  programs	
  to	
  determine	
  their	
  efficiency	
  and	
  effectiveness.	
  
       5.     Analyzes	
  and	
  reports	
  on	
  performance	
  of	
  programs	
  to	
  internal	
  and	
  external	
  
              stakeholders.	
  

1.2         Technical	
  Advisory	
  Services	
  

       1. Gathers	
  energy	
  data	
  and	
  information,	
  interpreting	
  it,	
  and	
  developing	
  workable	
  
          energy	
  plans	
  for	
  state	
  and	
  local	
  jurisdictions.	
  Plans	
  that	
  ROMA’s	
  strategic	
  
          partners	
  have	
  developed	
  are	
  currently	
  in	
  use	
  in	
  seven	
  states,	
  municipalities,	
  and	
  
          regional	
  government	
  organizations.	
  	
  
       2. Works	
  directly	
  with	
  federal	
  and	
  state	
  legislatures,	
  state	
  public	
  utility	
  
          commissions,	
  and	
  federal	
  and	
  state	
  energy	
  offices.	
  
       3. Provides	
  the	
  relevant	
  expertise	
  in	
  energy	
  issues,	
  including	
  power	
  generation,	
  
          water	
  electric	
  transmission	
  and	
  distribution,	
  natural	
  gas,	
  petroleum	
  fuels,	
  and	
  
          transportation.	
  	
  
       4. Develops	
  custom	
  strategic	
  and	
  tactical	
  plans	
  that	
  improve	
  organizational	
  
          efficiency	
  and	
  productivity	
  that	
  includes	
  risks	
  and	
  issues	
  to	
  meet/exceed	
  the	
  
          organizations	
  sustainability	
  objectives.	
  

1.3         Weatherization	
  &	
  Renewables	
  

       1. Audits	
  buildings	
  to	
  determine	
  ways	
  in	
  which	
  energy	
  savings	
  can	
  be	
  achieved.	
  

                                                                                                                                   	
  
Ralph O. McMillan & Associates, LLC
Page 3 of 28
Version	
  July	
  11,	
  2011	
  
                                                                                                                                   	
  
                                                                                                                                   	
  
	
  


        2. Explores	
  energy	
  efficiency	
  options	
  to	
  determine	
  which	
  strategies	
  will	
  provide	
  the	
  
           greatest	
  energy	
  savings,	
  based	
  on	
  budget.	
  
        3. Explores	
  financing	
  options	
  to	
  pay	
  for	
  the	
  installation	
  of	
  energy	
  efficient	
  
           measures,	
  including	
  the	
  calculation	
  of	
  rates	
  of	
  return	
  and	
  pay-­‐back	
  periods.	
  
        4. Identifies	
  energy	
  efficiency	
  measures	
  that	
  meet	
  the	
  prioritized	
  energy	
  savings	
  
           and	
  payback	
  period	
  analyses.	
  
        5. Installs	
  and	
  implements	
  energy	
  efficient	
  measures	
  in	
  a	
  professional	
  manner	
  
        6. Evaluates	
  energy	
  efficiency	
  and	
  energy	
  conservation	
  results	
  by	
  comparing	
  the	
  
           estimated	
  energy	
  savings	
  with	
  the	
  actual	
  costs.	
  

1.4 	
  Weatherization	
  Training	
  
	
  
Segora	
  Management	
  Group’s	
  Strategically	
  Green	
  (SG)	
  and	
  Partners	
  for	
  Green	
  
Creations,	
  Inc.’s	
  training	
  programs	
  in	
  conjunction	
  with	
  ROMA	
  provide	
  the	
  necessary	
  
training	
  skills	
  and	
  experiences	
  for	
  individuals	
  of	
  all	
  ages	
  who	
  want	
  to	
  access	
  green	
  jobs.	
  
The	
  programs	
  of	
  these	
  partners:	
  
	
  
       1.	
  	
  Teach	
  workforce	
  development	
  skills	
  in	
  the	
  context	
  of	
  residential	
  energy	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
       conservation	
  and	
  to	
  assist	
  participants	
  in	
  becoming	
  Building	
  Performance	
  Institute	
  
       (BPI)	
  certified	
  and	
  acquiring	
  the	
  additional	
  skills	
  of	
  blower	
  door	
  testing	
  and	
  entry	
  of	
  
       audit	
  data	
  into	
  the	
  National	
  Energy	
  Audit	
  Tool	
  (NEAT)	
  computer	
  program	
  to	
  analyze	
  
       and	
  prioritize	
  energy	
  efficiency	
  recommendations,	
  customizing	
  an	
  energy	
  efficiency	
  
       package	
  	
   for	
  each	
  residence.	
  NEAT	
  is	
  recommended	
  by	
  the	
  Department	
  of	
  Energy.	
  
                          	
  
       2.	
  	
  Meet	
  many	
  of	
  the	
  foundational	
  “workplace	
  know-­‐how”	
  requirements	
  of	
  the	
  
       Department	
  of	
  Labor’s	
  Secretary’s	
  Commission	
  on	
  Achieving	
  Necessary	
  Skills	
  
       (SCANS).	
  	
  
                 	
  
       3.	
  	
  Employ	
  active	
  learning,	
  group	
  and	
  peer-­‐to-­‐peer	
  activities,	
  as	
  the	
  dominate	
  
       learning	
  	
   format	
  to	
  address	
  adult	
  learners	
  and	
  populations	
  that	
  have	
  not	
  been	
  
       motivated	
  to	
  pursue	
  education	
  in	
  the	
  past.	
  
                 	
  
       4.	
  	
  Combine	
  classroom	
  and	
  on-­‐line	
  instruction.	
  
       	
  
       5.	
  	
  Deliver	
  a	
  holistic	
  curriculum	
  that	
  includes:	
  
                 	
  
                                  • People,	
  Presentation	
  &	
  Basic	
  Computer	
  Skills	
  
                                  • Building	
  Science	
  
                                  • Residential	
  Energy	
  Conservation	
  
                                  • Level	
  One	
  &	
  Full	
  Energy	
  Audit	
  
                                                                                                                                                                                                  	
  
Ralph O. McMillan & Associates, LLC
Page 4 of 28
Version	
  July	
  11,	
  2011	
  
                                                                                                                                                                                                  	
  
                                                                                                                                                                                                  	
  
	
  

1.5      	
  	
  Solar	
  Training	
  
	
  
	
          Delivers	
  “Solar	
  Electric	
  Education	
  Program”	
  which	
  includes:	
  
	
  
                                •        Introduction	
  to	
  Solar	
  Energy	
  
                                •        The	
  Photovoltaic	
  Effect	
  
                                •        Sun	
  Paths	
  and	
  Sitting	
  Your	
  Solar	
  System	
  
                                •        Solar	
  electricity,	
  DC	
  current	
  voltages	
  and	
  power	
  
                                •        Solar	
  support	
  structures,	
  mounting	
  
                                •        Wiring	
  selection	
  sizing,	
  interconnects,	
  combiner	
  boxes,	
  conduits	
  
                                         and	
  safety	
  
                                •        Inverters,	
  Grounding	
  	
  
                                •        National	
  Electrical	
  Code	
  and	
  PV	
  
                                •        Net	
  metering	
  and	
  Solar	
  Renewable	
  Energy	
  Certificates	
  
                                •        Permitting	
  and	
  inspections	
  
                                •        Solar	
  energy	
  and	
  energy	
  economics	
  
                                •        Commissioning,	
  warranties	
  and	
  maintenance	
  
                                •        On	
  the	
  Job	
  Safety,	
  Roof	
  safety,	
  eye	
  protection	
  

1.6 	
  Smart	
  Metering	
  
	
  
	
       Through	
  its	
  strategic	
  partner,	
  Landmark	
  Atlantic	
  Holdings,	
  ROMA	
  is	
  able	
  to	
  
deploy:	
  
	
  
                       • Skilled	
  installers/technicians	
  and	
  programmers	
  who	
  complete	
  
                              timely,	
  quality	
  installations	
  	
  
                       • Highly	
  skilled	
  support	
  staff	
  to	
  ensure	
  prompt	
  customer	
  service	
  
                              and	
  satisfaction	
  	
  	
  
                       • State	
  of	
  the	
  Art	
  meter	
  inventory	
  control	
  and	
  distribution	
  systems	
  	
  

2 Why	
  Energy	
  Efficiency	
  Now	
  
	
  	
  
The	
  idea	
  of	
  energy	
  efficiency	
  is	
  not	
  new,	
  but	
  it	
  is	
  now	
  in	
  vogue.	
  	
  With	
  the	
  recent	
  and	
  
projected	
  increases	
  in	
  oil,	
  gas,	
  electricity,	
  water	
  and	
  commodity	
  prices,	
  along	
  with	
  the	
  
explosion	
  of	
  population	
  growth	
  and	
  the	
  need	
  for	
  more	
  natural	
  resources,	
  people	
  now	
  
fear	
  there	
  may	
  not	
  be	
  enough	
  resources	
  left	
  for	
  future	
  generations.	
  	
  So,	
  people	
  are	
  
starting	
  to	
  think	
  about	
  saving	
  the	
  planet	
  and	
  its	
  resources	
  by	
  reducing	
  their	
  energy	
  
footprint	
  on	
  the	
  environment.	
  


                                                                                                                                                   	
  
Ralph O. McMillan & Associates, LLC
Page 5 of 28
Version	
  July	
  11,	
  2011	
  
                                                                                                                                                   	
  
                                                                                                                                                   	
  
	
  

2.1 Balancing	
  Costs	
  &	
  Benefits	
  
	
  
Think	
  Green!!!	
  Everywhere	
  around	
  the	
  world,	
  people	
  want	
  to	
  be	
  more	
  energy	
  efficient	
  
and	
  protect	
  the	
  environment.	
  However,	
  the	
  drive	
  to	
  be	
  more	
  efficient	
  usually	
  comes	
  at	
  
a	
  cost.	
  Whether	
  that	
  cost	
  is	
  a	
  monetary	
  upgrade	
  in	
  infrastructure	
  or	
  a	
  change	
  in	
  current	
  
behavior,	
  public	
  and	
  private	
  organizations	
  are	
  now	
  asking	
  a	
  lot	
  of	
  questions	
  and	
  trying	
  
to	
  figure	
  out	
  the	
  internal	
  and	
  external	
  implications	
  for	
  their	
  organizations.	
  People	
  in	
  
these	
  organizations	
  are	
  wondering	
  whether	
  they	
  can	
  adopt	
  sustainable	
  energy	
  
programs	
  today	
  –	
  like	
  solar	
  energy	
  –	
  to	
  help	
  protect	
  the	
  environment	
  for	
  the	
  current	
  
future	
  populations.	
  
              	
  

2.2 Identifying,	
  Implementing	
  &	
  Assessing	
  Energy	
  Efficient	
  Measures	
  
	
  
As	
  more	
  and	
  more	
  energy	
  saving	
  programs	
  come	
  to	
  market,	
  organizations	
  are	
  finding	
  it	
  
difficult	
  to	
  manage	
  the	
  effectiveness	
  of	
  these	
  programs.	
  Managers	
  need	
  answers	
  to	
  
their	
  questions.	
  Are	
  we	
  implementing	
  the	
  right	
  measures?	
  Are	
  the	
  programs	
  working?	
  
How	
  much	
  money	
  did	
  we	
  actually	
  save?	
  What	
  incentives	
  are	
  working	
  best?	
  	
  Are	
  we	
  
reaching	
  the	
  right	
  constituents?	
  	
  Are	
  there	
  better	
  programs?	
  

3 Why	
  Ralph	
  O.	
  McMillan	
  &	
  Associates	
  
3.1 ROMA’s	
  Background	
  
  	
  
Ralph	
  O.	
  McMillan	
  &	
  Associates,	
  LLC	
  (ROMA)	
  is	
  an	
  energy	
  efficient	
  measures	
  
identification,	
  implementation	
  and	
  validation	
  firm.	
  Energy	
  efficient	
  measures	
  include	
  an	
  
array	
  of	
  actions	
  like	
  upgrading	
  insulation;	
  improving	
  caulking;	
  or	
  replacing	
  a	
  roof,	
  a	
  
heating	
  and	
  air	
  conditioning	
  system,	
  windows,	
  doors,	
  and	
  appliances,	
  installing	
  solar	
  
and	
  other	
  renewable	
  energy	
  systems,	
  among	
  other	
  actions.	
  
          	
  
ROMA	
  was	
  launched	
  by	
  Ralph	
  O.	
  McMillan,	
  who	
  has	
  over	
  25	
  years	
  of	
  experience.	
  ROMA	
  
is	
  formed	
  out	
  of	
  years	
  of	
  experience	
  and	
  expertise	
  in	
  the	
  area	
  of	
  energy	
  efficient	
  
measures	
  identification,	
  implementation	
  and	
  validation.	
  In	
  addition	
  to	
  the	
  vast	
  
experience	
  of	
  its	
  founder,	
  ROMA	
  brings	
  together	
  strategic	
  partners	
  in	
  order	
  to	
  deliver	
  a	
  
one-­‐stop	
  energy	
  consulting	
  firm	
  to	
  the	
  government,	
  commercial,	
  multi-­‐family	
  and	
  
single-­‐family	
  energy	
  sectors.	
  	
  	
  
                        	
  
ROMA’s	
  vision	
  is	
  to	
  be	
  the	
  recognized	
  leader	
  in	
  helping	
  energy	
  users	
  makes	
  wise	
  energy	
  
choices,	
  thereby	
  saving	
  them	
  money,	
  helping	
  them	
  conserve	
  energy	
  resources,	
  and	
  
helping	
  them	
  reduces	
  their	
  contribution	
  to	
  climate	
  change.	
  	
  ROMA	
  believes	
  that	
  all	
  
energy	
  users	
  can	
  reduce	
  their	
  carbon	
  footprint	
  by	
  installing	
  the	
  most	
  recent	
  efficiency	
  
                                                                                                                                            	
  
Ralph O. McMillan & Associates, LLC
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appliances,	
  insulating	
  their	
  buildings,	
  and	
  using	
  renewable	
  energy	
  sources	
  like	
  solar,	
  
wind	
  and	
  geothermal.	
  	
  

3.2 ROMA’s	
  Experience	
  
	
  
Ralph	
  O.	
  McMillan	
  has	
  over	
  25	
  years	
  of	
  experience	
  in	
  the	
  areas	
  of	
  energy	
  efficiency	
  
measures	
  identification,	
  implementation	
  and	
  validation.	
  Prior	
  to	
  starting	
  his	
  firm,	
  he	
  
oversaw	
  projects	
  totaling	
  over	
  $12	
  million	
  to	
  install	
  energy	
  efficiency	
  measures	
  in	
  
residential,	
  commercial,	
  and	
  governmental	
  buildings.	
  	
  Since	
  starting	
  his	
  firm	
  in	
  
2009,	
  ROMA	
  has	
  qualified	
  over	
  650	
  units	
  for	
  weatherization	
  assistance	
  for	
  for-­‐profit	
  
business	
  owners	
  totaling	
  $1.5	
  million;	
  has	
  assisted	
  its	
  strategic	
  community	
  based	
  
organization	
  partners	
  with	
  obtaining	
  contracts	
  totaling	
  over	
  $2	
  million	
  to	
  improve	
  
energy	
  efficiency	
  of	
  residential	
  and	
  small	
  commercial	
  buildings,	
  and	
  helped	
  those	
  
partners	
  install	
  energy	
  efficiency	
  measures	
  in	
  the	
  buildings;	
  and	
  has	
  delivered,	
  with	
  
its	
  strategic	
  partners,	
  one-­‐stop	
  energy	
  efficiency	
  policy,	
  planning	
  and	
  services	
  to	
  the	
  
government,	
  commercial,	
  multi-­‐family	
  and	
  single-­‐family	
  sectors.	
  
3.3     ROMA’s	
  Strategic	
  Partners	
  
	
  
          ROMA	
  has	
  tapped	
  various	
  strategic	
  partners	
  to	
  compliment	
  comprehensive	
  
          energy	
  offerings	
  today	
  and	
  in	
  the	
  long-­‐term.	
  For	
  ROMA,	
  a	
  strategic	
  partner	
  
          fulfills	
  several	
  key	
  criteria.	
  Each	
  is	
  strategic	
  partner	
  that	
  ROMA	
  utilizes	
  on	
  a	
  
          project:	
  

                1) Is	
  licensed	
  to	
  do	
  business	
  in	
  the	
  jurisdiction	
  in	
  which	
  ROMA	
  delivers	
  
                   services,	
  
                2) Has	
  the	
  capability	
  to	
  install	
  and	
  evaluate	
  energy	
  efficiency	
  measures,	
  or	
  
                   to	
  develop	
  and	
  deliver	
  green	
  jobs	
  training,	
  or	
  to	
  develop	
  and	
  implement	
  
                   energy	
  policy;	
  and	
  	
  
                3) Adds	
  to	
  ROMA	
  capacity	
  to	
  deliver	
  one-­‐stop	
  green	
  business	
  initiatives	
  and	
  
                   best	
  practices	
  to	
  conserve	
  energy	
  and	
  reduce	
  an	
  energy	
  user’s	
  carbon	
  
                   footprint.	
  	
  

3.3.1 ROMA’s	
  Current	
  Energy	
  Efficiency	
  Measures	
  Implementation	
  Partners	
  
	
  
                1.   Landmark	
  Holdings,	
  DC	
  (Landmark)	
  
                2.   The	
  Keystone	
  Plus	
  Construction	
  Corp,	
  Washington,	
  DC.	
  (Keystone)	
  
                3.   Clyde	
  McHenry,	
  Inc.	
  (CMI)	
  
                4.   Kendall	
  Construction	
  
                5.   Johnson	
  Controls,	
  Inc.	
  (JCI)	
  


                                                                                                                                     	
  
Ralph O. McMillan & Associates, LLC
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3.3.2 ROMA’s	
  Current	
  Training	
  &	
  Outreach	
  Partners	
  
                      1.   Segora	
  Management	
  Company	
  (Segora)	
  
                      2.   Partners	
  for	
  Green	
  Creations,	
  Inc.	
  (PGCI)	
  
                      3.   Interstate	
  Renewable	
  Energy	
  Council	
  (IREC)	
  	
  
                      4.   CAMMAY	
  Group	
  
                      5.   Prosperity	
  Media	
  Enterprise,	
  INC	
  
                      6.   The	
  JPM	
  Group,	
  LLC	
  
                      7.   Jerome	
  S.	
  Paige	
  &	
  Associates	
  (JSP&A)	
  

3.3.3 ROMA’s	
  current	
  energy	
  policy	
  and	
  planning	
  and	
  organizational	
  
      development	
  strategic	
  partners:	
  
               	
  
                      1. Jerome	
  S.	
  Paige	
  &	
  Associates	
  
                      2. Felix	
  L.	
  Patterson	
  &	
  Associates	
  
        	
  
3.1	
  Installation	
  of	
  Energy	
  Efficiency	
  Measures	
  Strategic	
  Partners	
  
	
  
All	
  of	
  ROMA’s	
  strategic	
  partners	
  that	
  will	
  be	
  handling	
  the	
  installation	
  of	
  energy	
  efficient	
  
measures:	
  
	
  
                • Will	
  be	
  licensed	
  and	
  bonded	
  and	
  have	
  provided	
  services	
  for	
  a	
  number	
  of	
  
                   years	
  in	
  and	
  around	
  the	
  District	
  of	
  Columbia,	
  on	
  time	
  and	
  within	
  budget.	
  	
  	
  
	
  
                • Will	
  have	
  licensed	
  and	
  certified	
  staff	
  that	
  has	
  installed	
  energy	
  efficient	
  and	
  
                   renewable	
  measures	
  in	
  the	
  Washington,	
  DC	
  Metropolitan	
  Area.	
  	
  
	
  
                • Will	
  have	
  the	
  necessary	
  staff	
  and	
  financial	
  capacity	
  to	
  undertake	
  timely	
  
                   and	
  effective	
  weatherization	
  programs.	
  
	
  
ROMA’s	
  strategic	
  partners	
  that	
  have	
  extensive	
  experience	
  with	
  renovating	
  and	
  
improving	
  single	
  and	
  multi-­‐family	
  housing	
  in	
  DC	
  include:	
  

3.3.1 Landmark	
  Atlantic	
  Holdings	
  	
  	
  
	
    http://www.landmarkatlantic.com	
  	
  
                   	
  
      Landmark	
  is	
  a	
  diversified	
  real	
  estate	
  development	
  company	
  headquartered	
  in	
  
      the	
  Washington,	
  D.C.	
  metropolitan	
  area	
  that	
  serves	
  the	
  Eastern	
  Seaboard	
  States	
  
      from	
  New	
  York	
  to	
  Florida.	
  	
  The	
  company	
  has	
  annual	
  volume/product	
  flow	
  in	
  
      excess	
  of	
  $100	
  million.	
  Landmark	
  owns,	
  constructs,	
  manages,	
  develops	
  joint	
  
      ventures	
  and	
  participates	
  in	
  a	
  multitude	
  of	
  real	
  estate	
  asset	
  classes	
  including,	
  but	
  
                                                                                                                              	
  
Ralph O. McMillan & Associates, LLC
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          not	
  limited	
  to,	
  single	
  family	
  residential	
  units,	
  multi-­‐family	
  properties,	
  commercial	
  
          office	
  buildings,	
  manufactured	
  housing	
  facilities,	
  flex	
  warehouse	
  properties,	
  
          condominium	
  units,	
  retail	
  product	
  and	
  land	
  development	
  tracts.	
  Two	
  of	
  its	
  
          companies	
  –	
  Landmark	
  Atlantic	
  Management	
  and	
  Landmark	
  Ventures,	
  LLC	
  (a	
  
          small	
  business	
  enterprise)	
  –	
  provide	
  general	
  construction	
  services	
  and	
  meter	
  
          installation	
  services.	
  	
  	
  	
  	
  

3.3.2 The	
  Keystone	
  Plus	
  Construction	
  Corp,	
  Washington,	
  DC.	
  

          Keystone	
  was	
  established	
  on	
  August	
  2,	
  1989	
  in	
  Washington,	
  DC.	
  The	
  firm’s	
  focus	
  
          has	
  been	
  in	
  the	
  area	
  of	
  Government	
  contracting,	
  primarily	
  with	
  the	
  District	
  of	
  
          Columbia	
  Government.	
  Over	
  the	
  past	
  21	
  years,	
  Keystone	
  has	
  performed	
  over	
  
          $150	
  million	
  in	
  contracts	
  and	
  has	
  worked	
  for	
  almost	
  every	
  D.C.	
  Government	
  
          agency.	
  Keystone’s	
  focus	
  began	
  in	
  the	
  area	
  of	
  facility	
  maintenance	
  and	
  has	
  now	
  
          expanded	
  to	
  full	
  general	
  contracting	
  turnkey	
  capacity.	
  Keystone’s	
  focus	
  has	
  also	
  
          been	
  in	
  modernizations	
  and	
  renovations	
  of	
  all	
  types	
  of	
  D.C.	
  Government	
  
          properties,	
  including	
  historical	
  and	
  educational	
  facilities.	
  Keystone	
  maintains	
  an	
  
          in-­‐house	
  self-­‐perform	
  capacity	
  for	
  various	
  trades,	
  including	
  demolition,	
  concrete,	
  
          carpentry,	
  painting,	
  plastering,	
  tile,	
  plumbing,	
  electrical	
  and	
  elevators.	
  This	
  
          capacity	
  had	
  positioned	
  Keystone	
  as	
  of	
  the	
  top	
  D.C.	
  certified	
  LSDBE’s,	
  with	
  
          annual	
  revenues	
  of	
  $20	
  million.	
  

3.3.3 	
  Clyde	
  McHenry,	
  Inc.	
  	
  
          http://www.clydemchenryinc.com	
  
                    	
  
          For	
  over	
  25	
  years,	
  Clyde	
  McHenry,	
  Inc.	
  (CMI)	
  has	
  been	
  designing,	
  furnishing	
  and	
  
          installing	
  customized,	
  energy	
  efficient	
  window	
  and	
  door	
  replacement	
  systems.	
  	
  
          CMI	
  collaborates	
  with	
  its	
  clients	
  to	
  determine	
  the	
  best	
  window	
  systems	
  for	
  
          energy	
  savings,	
  cost	
  effectiveness	
  and	
  aesthetic	
  appeal.	
  	
  Its	
  engineers	
  
          consistently	
  design	
  the	
  best	
  window	
  system	
  for	
  the	
  project;	
  its	
  crews	
  provide	
  the	
  
          highest	
  quality	
  installation;	
  and	
  its	
  project	
  manager’s	
  work	
  from	
  start	
  to	
  finish	
  
          ensuring	
  the	
  work	
  meets	
  the	
  customer’s	
  needs.	
  	
  CMI	
  is	
  also	
  able	
  to	
  provide	
  
          training	
  to	
  men	
  and	
  women	
  to	
  help	
  them	
  develop	
  the	
  skills	
  to	
  install	
  energy	
  
          efficient	
  windows.	
  	
  	
  

3.3.4 Alston	
  Construction	
  &	
  Design	
  
	
        	
  	
  
          Alston	
  Construction	
  &Design	
  is	
  an	
  innovative	
  and	
  creative	
  business	
  that	
  has	
  
          served	
  the	
  Washington	
  Metropolitan	
  area	
  for	
  33	
  years.	
  The	
  owner	
  Jesse	
  Alston	
  
          Sr.	
  has	
  implemented	
  a	
  policy	
  of	
  satisfaction	
  guaranteed	
  for	
  all	
  of	
  his	
  customers,	
  
                                                                                                                                      	
  
Ralph O. McMillan & Associates, LLC
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            which	
  is	
  the	
  main	
  goal	
  of	
  the	
  company.	
  We	
  specialize	
  in	
  footings,	
  foundation	
  
            work,	
  any	
  type	
  of	
  masonry,	
  support	
  load	
  bearing	
  walls,	
  and	
  various	
  types	
  of	
  
            concrete	
  designs.	
  We	
  also	
  install	
  windows,	
  doors	
  and	
  door	
  relocations,	
  fences,	
  as	
  
            well	
  as	
  painting,	
  drywall	
  and	
  home	
  renovations.	
  The	
  continual	
  growth	
  of	
  the	
  
            company	
  is	
  proof	
  of	
  our	
  expert	
  and	
  quality	
  skills.	
  

3.3.5 	
  Kendall	
  Construction,	
  LLC	
  
            Kendall	
  Construction,	
  LLC	
  is	
  a	
  privately	
  owned	
  limited	
  liability	
  company	
  founded	
  
            in	
  May	
  of	
  2007	
  by	
  Mr.	
  James	
  Jones.	
  James	
  Jones	
  is	
  the	
  majority	
  owner	
  of	
  Kendall	
  
            Construction,	
  LLC	
  and	
  has	
  been	
  in	
  the	
  residential	
  commercial	
  construction	
  
            industry	
  for	
  over	
  9	
  years.	
  His	
  development	
  and	
  construction	
  resume	
  includes	
  the	
  
            construction	
  small	
  offices	
  build-­‐outs,	
  church	
  renovations,	
  condo	
  conversions	
  and	
  
            small	
  retail	
  centers.	
  With	
  his	
  broad	
  range	
  of	
  construction	
  experience,	
  James	
  
            brings	
  the	
  knowledge	
  and	
  perspective	
  necessary	
  to	
  direct	
  the	
  development	
  and	
  
            successful	
  outcome	
  of	
  every	
  Kendall	
  project.	
  

            Kendall	
  Construction,	
  LLC	
  is	
  located	
  in	
  Northwest	
  part	
  of	
  the	
  District	
  of	
  Columbia	
  
            on	
  531	
  Quincy	
  Street	
  Washington	
  D.C.	
  Kendall	
  offers	
  a	
  wide	
  variety	
  of	
  services	
  
            primarily	
  focused	
  on	
  residential	
  and	
  commercial	
  residential	
  construction.	
  Kendall	
  
            Construction	
  provides	
  green	
  building	
  solutions	
  as	
  well	
  as	
  general	
  contracting	
  
            services	
  such	
  as	
  carpentry,	
  painting	
  and	
  drywall	
  plastering.	
  	
  
	
  

3.3.6 	
  Johnson	
  Controls,	
  Inc.	
  
            http://www.johnsoncontrols.com	
  
                         	
  
            One	
  of	
  ROMA’s	
  strategic	
  partners	
  include	
  an	
  international	
  firm	
  with	
  a	
  local	
  
            presence	
  that	
  has	
  the	
  capacity	
  to	
  manage	
  large	
  projects	
  and	
  has	
  access	
  to	
  
            creative	
  financing	
  such	
  as	
  performance	
  contracting	
  if	
  owners	
  and	
  buildings	
  
            qualify.	
  
                         	
  
            Johnson	
  Controls,	
  Inc.	
  (JCI)	
  is	
  a	
  $32	
  Billion	
  Dollar	
  leader	
  in	
  energy	
  and	
  
            environmental	
  solutions.	
  	
  As	
  a	
  world-­‐class	
  leader	
  in	
  environmental	
  sustainability,	
  
            Johnson	
  Controls	
  is	
  committed	
  to	
  the	
  development	
  of	
  renewable	
  sources	
  of	
  
            clean	
  and	
  sustainable	
  energy.	
  JCI	
  frequently	
  employs	
  geothermal,	
  solar,	
  biomass,	
  
            wind	
  and	
  other	
  renewable	
  sources	
  as	
  energy	
  supply	
  options	
  for	
  our	
  customers.	
  	
  
	
  
      A	
   partnership	
   with	
   Johnson	
   Controls	
   allows	
   ROMA	
   the	
   opportunity	
   to	
   leverage	
  
      product	
   and	
   niche	
   entry	
   with	
   a	
   global	
   firm.	
   	
   Collectively	
   ROMA	
   &	
   JCI	
   will	
   partner	
  
      as	
  appropriate	
  within	
  the	
  building	
  efficiency	
  market	
  space	
  
                                                                                                                                               	
  
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3.3.7 	
  Prosperity	
  Media	
  Enterprise,	
  Inc.	
  
         http://www.prosperitymedia.net/	
  
                    	
  
         ROMA	
   also	
   partners	
   with	
   community-­‐based	
   organizations	
   to	
   enhance	
   their	
  
         capacity	
  to	
  offer	
  weatherization	
  services.	
  
                    	
  
         Prosperity	
  Media	
  Enterprise	
  (PME)	
  is	
  a	
  non-­‐profit	
  501	
  (c)	
  (3)	
  media	
  and	
  arts	
  
         Community-­‐Based	
  Organization	
  [CBO]	
  located	
  in	
  Washington,	
  DC.	
  PME	
  has	
  
         worked	
  with	
  organizations	
  that	
  provide	
  reduced-­‐cost	
  utility	
  services	
  to	
  the	
  
         residents	
  of	
  the	
  District	
  and	
  has	
  created	
  media	
  products	
  that	
  promote	
  energy	
  
         efficiency.	
  
         	
  
         Through	
  its	
  partnership	
  with	
  ROMA	
  in	
  FY	
  10,	
  PME	
  was	
  awarded	
  a	
  $935,064.42	
  
         grant	
  by	
  the	
  D.C	
  Department	
  of	
  the	
  Environment/Energy	
  Office	
  (DDOE/EO)	
  to	
  
         weatherize	
  112	
  houses.	
  PME	
  through	
  working	
  ROMA	
  has	
  enhanced	
  its	
  capacity	
  
         to	
  deliver	
  weatherization	
  and	
  renewable	
  to	
  residents	
  of	
  the	
  District	
  of	
  Columbia	
  
         expanding	
  our	
  role	
  as	
  a	
  District	
  Government	
  Contractor	
  to	
  deliver	
  energy	
  
         efficiency	
  services.	
  	
  	
  
         	
  
         Also	
  through	
  its	
  partnership	
  with	
  ROMA,	
  PME	
  is	
  in	
  the	
  process	
  of	
  applying	
  to	
  
         weatherize	
  and	
  additional	
  247	
  home.	
  The	
  application	
  is	
  due	
  September	
  1,	
  2010.	
  
         	
  

3.3.8 The	
  CAMMAY	
  Group	
  
                    	
  
         The	
  CAMMAY	
  Group	
  is	
  a	
  full	
  serve	
  advertising,	
  marketing,	
  and	
  public	
  relations	
  
         agency,	
  providing	
  professional	
  marketing	
  research,	
  advertising,	
  and	
  public	
  and	
  
         media	
  relations	
  services	
  to	
  governmental	
  agencies,	
  corporations,	
  small	
  
         businesses	
  and	
  non-­‐profit	
  organizations.	
  	
  Headed	
  by	
  its	
  Chief	
  Operating	
  Officer,	
  
         Alexis	
  Revis	
  Yeoman,	
  CAMMAY,	
  among	
  several	
  things:	
  
         	
  
         •          Emphasizes	
  the	
  building	
  of	
  brands	
  by	
  creating	
  powerful	
  ideas,	
  concepts,	
  
                    images,	
  events	
  and	
  campaigns.	
  	
  
         	
  
         •          Analyzes	
  designs	
  and	
  creates	
  communication	
  vehicles	
  that	
  reach	
  the	
  
                    target	
  markets	
  of	
  its	
  clients.	
  	
  
         	
  
         •          Distributes	
  marketing	
  collateral	
  statewide	
  to	
  various	
  energy	
  partners,	
  
                    government	
  agencies,	
  schools,	
  colleges	
  and	
  universities,	
  and	
  community	
  
                    based	
  organizations	
  that	
  outline	
  energy	
  conservation	
  tips	
  to	
  consumers	
  
                                                                                                                                	
  
Ralph O. McMillan & Associates, LLC
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3.4 Ralph	
  T.	
  Knatt	
  
        	
  
       Ralph	
  T.	
  Knatt	
  has	
  worked	
  as	
  a	
  residential	
  energy	
  conservation	
  specialist	
  for	
  over	
  
       twenty-­‐five	
  years.	
  He	
  began	
  his	
  career	
  in	
  1985	
  working	
  as	
  a	
  weatherization	
  
       installation	
  technician	
  for	
  “House	
  Docktors”,	
  one	
  of	
  the	
  first	
  energy	
  conservation	
  
       companies	
  in	
  the	
  Washington,	
  DC	
  metropolitan	
  area	
  to	
  offer	
  new,	
  innovative,	
  
       cutting-­‐edge,	
  energy	
  efficient	
  technology.	
  In	
  1987	
  Mr.	
  Knatt	
  was	
  trained	
  and	
  
       certified	
  as	
  a	
  residential	
  energy	
  auditor.	
  He	
  worked	
  for	
  the	
  electric	
  utility	
  
       company,	
  Virginia	
  Power,	
  conducting	
  over	
  500	
  energy	
  audits	
  in	
  Northern	
  Virginia.	
  
       In	
  1988	
  he	
  began	
  working	
  for	
  the	
  District	
  of	
  Columbia	
  Energy	
  Office	
  (DCEO)	
  as	
  a	
  
       weatherization	
  inspector/program	
  specialist.	
  After	
  several	
  years	
  he	
  was	
  promoted	
  
       to	
  assistant	
  manager	
  and	
  eventually	
  became	
  the	
  program	
  manager	
  for	
  
       weatherization	
  operations.	
  In	
  1998	
  he	
  left	
  the	
  DCEO	
  and	
  started	
  his	
  own	
  energy	
  
       conservation	
  business	
  providing	
  residential	
  energy	
  audits,	
  weatherization	
  
       installations,	
  consultations,	
  and	
  training.	
  In	
  2009	
  he	
  began	
  working	
  for	
  the	
  United	
  
       Planning	
  Organization	
  (UPO)	
  as	
  the	
  Director	
  of	
  their	
  Weatherization	
  Training	
  
       Center.	
  His	
  primary	
  responsibility	
  was	
  to	
  build	
  a	
  state-­‐of-­‐the-­‐art	
  training	
  facility,	
  
       and	
  implement	
  a	
  series	
  of	
  nationally	
  recognized	
  weatherization	
  training	
  courses.	
  In	
  
       addition,	
  Mr.	
  Knatt	
  served	
  as	
  the	
  lead	
  instructor/supervisor	
  at	
  the	
  training	
  center,	
  
       and	
  was	
  responsible	
  for	
  curriculum	
  development	
  and	
  day-­‐to-­‐day	
  management.	
  
       Mr.	
  Knatt	
  is	
  currently	
  providing	
  weatherization	
  training,	
  quality	
  control,	
  and	
  
       technical	
  assistance	
  to	
  several	
  organizations	
  in	
  the	
  Washington,	
  DC	
  area.	
  
        	
  

3.4.1 	
  Partners	
  for	
  Green	
  Creation,	
  Inc.	
  
	
  
          Partners	
  for	
  Green	
  Creation,	
  Inc.	
  (PGCI)	
  work	
  in	
  cooperation	
  with	
  ROMA	
  to	
  
          provide	
  marketable	
  training	
  to	
  youth	
  in	
  green	
  construction	
  and	
  technologies.	
  	
  
          The	
  training	
  uses	
  a	
  multi-­‐media,	
  multi-­‐faceted	
  approach	
  to	
  teaching	
  youth	
  
          about	
  building	
  green	
  from	
  the	
  ground	
  up,	
  conventional	
  construction,	
  
          retrofitting,	
  and	
  weatherization,	
  along	
  with	
  life	
  skills	
  that	
  will	
  help	
  them	
  
          manage	
  crises,	
  money	
  and	
  everyday	
  living.	
  
          	
  
          	
  In	
  2010,	
  PGCI	
  completed	
  a	
  pilot	
  green	
  construction	
  program	
  in	
  partnership	
  
          with	
  the	
  District	
  of	
  Columbia	
  Department	
  of	
  Employment	
  Services	
  (DOES)	
  
          and	
  Emory	
  Beacon	
  of	
  Light	
  (EBOL),	
  an	
  established	
  local	
  community	
  
          development	
  corporation,	
  which	
  used	
  an	
  innovative	
  combination	
  of	
  multi-­‐
          media,	
  classroom	
  and	
  field	
  training,	
  to	
  introduce	
  youth	
  to	
  sustainable	
  
          housing,	
  conventional	
  construction,	
  life	
  skills	
  and	
  environmental	
  
          responsibility.	
  

                                                                                                                                   	
  
Ralph O. McMillan & Associates, LLC
Page 12 of 28
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       PGCI	
  is	
  a	
  non-­‐profit	
  organization	
  (501(c)	
  (3)	
  pending).	
  PGCI’s	
  mission	
  is	
  (1)	
  
       provide	
  marketable	
  training	
  to	
  the	
  next	
  generation	
  in	
  green	
  construction	
  and	
  
       technologies;	
  (2)	
  educate	
  the	
  public	
  on	
  the	
  urgency	
  to	
  reduce	
  their	
  carbon	
  
       footprint;	
  and	
  (3)	
  to	
  promote	
  the	
  building	
  of	
  sustainable	
  housing	
  for	
  
       vulnerable	
  constituencies.	
  	
  
       	
  
       PGCI	
  emphasizes	
  training	
  in	
  the	
  following	
  areas	
  where	
  students	
  can	
  achieve	
  
       “certification”,	
  such	
  as:	
  
       	
  
                           • OSHA	
  

                       •    Environmental	
  services	
  (demolition,	
  solid	
  waste	
  removal,	
  
                            explosives,	
  etc.)	
  

                       •    Weatherization	
  

                       •    energy	
  audits	
  (BPI	
  certification)	
  

                       •    Sustainable	
  housing	
  construction	
  (SIPs	
  housing	
  certification)	
  

                       •    Solar	
  panel	
  installations	
  

                       •    Green	
  retrofitting	
  existing	
  buildings	
  
       PGCI	
  includes	
  in	
  its	
  training	
  programs	
  a	
  definition	
  of	
  “green”	
  and	
  “green	
  
       skills”	
  and	
  how	
  individuals	
  can	
  contribute	
  to	
  conservation	
  through	
  learning	
  
       and	
  implementing	
  these	
  skills.	
  	
  PGCI’s	
  instructors	
  use	
  webinars,	
  hands-­‐on	
  
       projects	
  and	
  site	
  visits	
  to	
  reinforce	
  classroom	
  instruction.	
  	
  Students	
  who	
  
       complete	
  the	
  program	
  are	
  certified	
  and	
  ready	
  to	
  work.	
  

3.4.2 Segora	
  Management	
  Group	
  
       http://www.segora.com/green.html	
  
                    	
  
       The	
  capabilities	
  of	
  Segora	
  Management	
  Group	
  include	
  energy	
  audits	
  for	
  
       building	
  retrofits,	
  energy	
  improvement	
  project	
  management	
  and	
  workforce	
  
       training	
  for	
  green	
  jobs.	
  Faye	
  Paige	
  Edwards,	
  President	
  of	
  Segora	
  
       Management	
  Group,	
  is	
  certified	
  by	
  the	
  Building	
  Performance	
  Institute	
  (BPI)	
  
       as	
  an	
  energy	
  auditor.	
  	
  
       	
  	
  
       In	
  addition	
  to	
  energy	
  audits,	
  Segora	
  streamlines	
  and	
  manages	
  the	
  
       development	
  and	
  implementation	
  of	
  a	
  cost-­‐effective,	
  energy	
  improvement	
  
       plan,	
  from	
  the	
  initial	
  energy	
  audit,	
  to	
  post-­‐retrofit	
  verification.	
  They	
  use	
  a	
  
                                                                                                                               	
  
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          building	
  as-­‐a-­‐system	
  approach	
  to	
  manage	
  the	
  pre-­‐	
  and	
  post-­‐energy	
  audit,	
  
          blower-­‐door	
  testing,	
  health	
  and	
  safety	
  combustion	
  appliance	
  zone	
  testing,	
  
          computer	
  modeling	
  to	
  generate	
  a	
  cost-­‐savings	
  analysis	
  of	
  recommended	
  
          energy	
  measures,	
  contractor	
  bid	
  and	
  selection	
  process,	
  work-­‐order	
  
          generation,	
  contractor	
  job	
  completion	
  and	
  payment,	
  and	
  homeowner	
  rebate	
  
          and	
  finance	
  services	
  application	
  processes.	
  	
  
          	
  	
  
          Segora	
  has	
  the	
  skills	
  to	
  translate	
  building	
  science	
  and	
  other	
  energy	
  terms	
  
          from	
  “industry”	
  into	
  “layperson”	
  language	
  to	
  facilitate	
  understanding	
  and	
  
          application	
  by	
  workforce	
  populations.	
  	
  They	
  have	
  designed	
  and	
  delivered	
  
          construction-­‐related	
  training	
  programs,	
  as	
  well	
  as	
  training	
  to	
  improve	
  
          interpersonal,	
  management	
  and	
  sales	
  skills.	
  The	
  Segora	
  team	
  has	
  extensive	
  
          management	
  experience	
  in	
  government,	
  corporate	
  and	
  small	
  business	
  
          environments.	
  

3.4.3 Interstate	
  Renewable	
  Energy	
  Council	
  (IREC)	
  	
  
          http://www.irecusa.org/	
  
          	
  
          The	
  Interstate	
  Renewable	
  Energy	
  Council	
  (IREC)	
  is	
  the	
  North	
  American	
  
          Licensee	
  for	
  the	
  Institute	
  for	
  Sustainable	
  Power	
  Quality	
  (ISPQ)	
  International	
  
          Standard	
  #01021	
  for	
  the	
  Accreditation	
  and	
  Certification	
  of	
  Renewable	
  
          Energy.	
  	
  As	
  such,	
  IREC	
  is	
  responsible	
  for	
  the	
  full	
  accreditation	
  and	
  
          certification	
  cycle	
  including	
  processing	
  applications,	
  assigning	
  registered	
  
          auditors,	
  awarding	
  the	
  credential,	
  and	
  maintaining	
  all	
  records	
  of	
  applicants,	
  
          candidates	
  and	
  certificates.	
  	
  	
  

3.4.4 The	
  JPM	
  Group,	
  LLC	
  	
  	
  
	
        http://www.thejpmgrp.com	
  	
  
	
  
          The	
  JPM	
  Group,	
  LLC	
  is	
  a	
  Management	
  Consulting	
  and	
  Human	
  Resources	
  
          group	
  providing	
  consulting	
  and	
  training	
  services	
  to	
  business,	
  government	
  
          and	
  non-­‐profit	
  organizations	
  for	
  15	
  years.	
  The	
  Group	
  is	
  a	
  female	
  and	
  
          Minority-­‐owned	
  small	
  business	
  that	
  is	
  based	
  in	
  Washington,	
  DC,	
  with	
  over	
  40	
  
          senior	
  consultants	
  throughout	
  the	
  United	
  States.	
  	
  The	
  firm	
  is	
  qualified	
  as	
  a	
  
          Small	
  Disadvantaged	
  Business	
  under	
  SBA	
  standards	
  and	
  is	
  a	
  Certified	
  
          Business	
  Enterprise	
  (CBE)	
  in	
  the	
  District	
  of	
  Columbia.	
  The	
  JPM	
  Group	
  
          enhances	
  ROMA	
  capabilities	
  in	
  the	
  following	
  areas:	
  
                    	
  
	
                                        	
  



                                                                                                                             	
  
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                       Capabilities:	
  Job	
  Readiness	
  Training	
  
	
  
                              §   Delivers	
  job	
  readiness	
  training	
  programs	
  that	
  bring	
  the	
  necessary	
  
                                   employability	
  skills	
  and	
  qualifications	
  to	
  enter	
  entry-­‐level	
  
                                   employment,	
  with	
  a	
  particular	
  emphasis	
  on	
  jobs	
  in	
  the	
  green	
  
                                   economy.	
  
                       	
  
                              §   Delivers	
  a	
  four-­‐week	
  Job	
  Readiness	
  Curriculum	
  that	
  incorporates	
  
                                   outreach,	
  recruitment,	
  assessment,	
  case	
  management,	
  and	
  job	
  
                                   placement	
  and	
  retention	
  services.	
  	
  (These	
  “wrap-­‐around	
  services”	
  
                                   are	
  especially	
  needed	
  when	
  working	
  with	
  the	
  underemployed	
  and	
  
                                   individuals	
  who	
  have	
  barriers	
  to	
  employment	
  such	
  as	
  lack	
  of	
  
                                   education,	
  cultural	
  differences	
  and	
  history	
  with	
  the	
  juvenile/	
  
                                   criminal	
  systems.)	
  
	
  
                              §   Delivers	
  	
  a	
  state-­‐of-­‐the-­‐art	
  training	
  curriculum,	
  which	
  consists	
  of	
  
                                   “show	
  and	
  tell”,	
  group/peer	
  activities,	
  role-­‐plays,	
  case	
  studies	
  and	
  
                                   other	
  interactive	
  learning	
  activities,	
  includes	
  the	
  following:	
  	
  	
  	
  
                                   	
  
                                        • Critical	
  thinking/Decision-­‐making	
  	
  
                                        • Time	
  Management	
  	
  
                                        • Responsibility/Integrity	
  	
  
                                        • Punctuality/Attendance	
  	
  
                                        • Work	
  Attitude	
  	
  
                                        • Effective	
  Listening	
  
                                        • Controlling	
  Anger/Conflict	
  Management	
  	
  
                                        • Working	
  Effectively	
  in	
  a	
  Team	
  Environment	
  	
  
                                        • Handling	
  Personal	
  Finances	
  	
  
                                        • Personal	
  Grooming	
  	
  
                                        • Basic	
  Computer	
  Skills	
  

3.5    3.3	
  Policy,	
  Planning	
  and	
  Administration	
  Strategic	
  Partners	
  

3.5.1 Jerome	
  S.	
  Paige	
  &	
  Associates	
  (JSP&A)	
  
         	
            http://www.paigeandassociates.com	
  
                	
  
                       JSP&A	
  is	
  an	
  economic,	
  business,	
  and	
  organizational	
  consulting	
  firm	
  
                       that	
  specializes	
  in	
  energy	
  planning	
  and	
  policy	
  development	
  and	
  
                       focuses	
  on	
  administering,	
  planning,	
  monitoring,	
  and	
  evaluating	
  

                                                                                                                                       	
  
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                    sustainable	
  energy	
  programs	
  for	
  public	
  and	
  private	
  sector	
  
                    organizations.	
  	
  JSP&A	
  has	
  core	
  competencies	
  in	
  the	
  following	
  areas:	
  
                                         • 	
   Administration	
  
                                         • 	
   Strategic	
  Energy	
  Plans	
  
                                         • 	
   Emergency	
  Energy	
  Plans	
  
                                         • 	
   Energy	
  Systems	
  Analysis	
  and	
  Modeling	
  
                                         • 	
   Energy	
  Efficiency	
  
                                         • 	
   Alternative	
  Fuel	
  	
  
                                         • 	
   Energy	
  Economics	
  
                                         • 	
   Utility	
  Public	
  Policy	
  
                                         • 	
   Renewable	
  Energy	
  
                                         • 	
  
                    JSP&A	
  developed	
  the	
  comprehensive	
  energy	
  plan	
  2003-­‐2007	
  for	
  the	
  
                    District	
  of	
  Columbia	
  and	
  the	
  Energy	
  Strategic	
  Plan	
  for	
  the	
  
                    Metropolitan	
  Washington	
  Council	
  of	
  Governments,	
  “powered	
  by	
  
                    energy	
  efficiency—fueled	
  by	
  energy	
  conservation”	
  COG	
  2006	
  Energy	
  
                    Strategic	
  Plan.	
  JSP&A	
  has	
  also	
  developed	
  the	
  performance	
  
                    benchmarks	
  for	
  the	
  DC	
  Sustainable	
  Energy	
  Utility	
  (SEU).	
  
                    	
  
                    JSP&A	
  is	
  certified	
  by	
  The	
  District	
  of	
  Columbia	
  Department	
  of	
  Small	
  
                    and	
  Local	
  Business	
  Development	
  (DSLBD)	
  as	
  a	
  local	
  business	
  
                    enterprise,	
  a	
  small	
  business	
  enterprise,	
  and	
  a	
  resident-­‐owned	
  
                    business	
  to	
  provide	
  business	
  energy	
  conservation	
  consulting,	
  
                    government	
  consulting,	
  and	
  project	
  management	
  services,	
  among	
  
                    other	
  services.	
  

3.5.2 Felix	
  L.	
  Patterson	
  &	
  Associates	
  (FLP&A)	
  	
  	
  
                    	
  
                    Felix	
  L.	
  Patterson	
  &	
  Associates	
  is	
  an	
  experienced	
  consulting	
  firm,	
  
                    specializing	
  in	
  energy	
  management,	
  finance	
  and	
  marketing.	
  	
  The	
  head	
  
                    of	
  the	
  firm,	
  Felix	
  Patterson	
  brings	
  both	
  a	
  broad	
  and	
  an	
  in-­‐depth	
  
                    understanding	
  to	
  a	
  range	
  of	
  energy-­‐related	
  issues	
  that	
  range	
  from	
  
                    developing	
  legislation	
  and	
  policy	
  to	
  implementing,	
  promoting,	
  and	
  
                    evaluating	
  energy	
  efficiency	
  and	
  green	
  energy	
  programs.	
  	
  FLP&A	
  
                    enhances	
  ROMA	
  capabilities	
  in	
  the	
  following	
  areas:	
  
                           	
  
	
                                          	
  




                                                                                                                              	
  
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                  State	
  Energy	
  Programs	
  
                  	
  
                       • Leads	
  change	
  management	
  initiatives	
  for	
  agencies	
  and	
  
                            organizations	
  and	
  provide	
  and	
  apply	
  best	
  practices	
  in	
  
                            managing	
  diverse	
  organizations	
  and	
  or	
  departments.	
  	
  	
  
                            	
  
                       • Provides	
  a	
  complete	
  understanding	
  of	
  utility	
  industry	
  and	
  
                            government	
  functions,	
  including	
  congressional	
  procedure	
  and	
  
                            agency	
  rulemaking.	
  	
  
           	
  
                         •   Analyzes	
  laws	
  ordinances,	
  regulations	
  and	
  policies	
  to	
  
                             determine	
  their	
  effects	
  on	
  various	
  parties	
  	
  
                  	
  
                         •   Prepares	
  speeches,	
  legislation,	
  regulation,	
  legislative	
  
                             testimony,	
  press	
  releases,	
  talking	
  points,	
  fact	
  sheets,	
  and	
  key	
  
                             messages	
  to	
  be	
  presented	
  before	
  federal,	
  state	
  and	
  local	
  
                             government	
  and	
  local	
  advocacy.	
  	
  
                  	
  
                         •   Lobbies	
  before	
  the	
  federal	
  government,	
  District	
  of	
  Columbia,	
  
                             Maryland	
  and	
  Virginia	
  jurisdictions	
  for	
  improved	
  legislation,	
  
                             regulation	
  and	
  construction	
  practices	
  in	
  order	
  to	
  promote	
  
                             public	
  safety,	
  system	
  integrity,	
  customer	
  growth,	
  and	
  quality	
  
                             of	
  service.	
  	
  	
  
                  	
  
                         •   Formulates	
  local	
  legislative	
  strategies	
  and	
  the	
  reviews	
  and	
  
                             evaluates	
  unit	
  guidelines	
  and	
  processes	
  regarding	
  local	
  
                             advocacy	
  activities.	
  
                  	
  
                  Technical	
  Advisory	
  Services	
  
                  	
  
                       • Develops	
  and	
  manages	
  energy	
  conservation,	
  demand	
  side	
  
                            management,	
  and	
  green	
  energy	
  programs.	
  
                       	
  
                       • Designs	
  delivery	
  service	
  rates,	
  develops	
  and	
  supervises	
  various	
  
                            green	
  energy	
  efficiency	
  pilot	
  programs,	
  and	
  designs	
  the	
  
                            regulatory	
  and	
  legislative	
  framework	
  needed	
  to	
  implement	
  
                            such	
  programs,	
  particularly	
  in	
  the	
  areas	
  of	
  gas	
  and	
  electric	
  
                            deregulation.	
  	
  	
  
                  	
  

                                                                                                                           	
  
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                                      •    Analyzes	
  data	
  required	
  in	
  regulatory	
  proceedings	
  surrounding	
  
                                           accounting,	
  rates,	
  charges	
  and	
  conditions	
  for	
  providing	
  service	
  
                                           to	
  the	
  public.	
  	
  
                            	
  
                                      •    Writes	
  and	
  prepares	
  testimony	
  and	
  exhibits	
  for	
  legislative	
  and	
  
                                           regulatory	
  proceedings.	
  
                            	
  
                                      •    Testifies	
  as	
  an	
  expert	
  witness	
  on	
  various	
  issues	
  in	
  legislative	
  
                                           and	
  regulatory	
  proceedings.	
  	
  

4 ROMA’s	
  Services	
  
4.1      State	
  Energy	
  Programs	
  (SEP)	
  and	
  Technical	
  Advisory	
  Services	
  (TAS)	
  
     	
  
ROMA	
  assists	
  energy	
  offices	
  in	
  the	
  public	
  sector	
  to	
  meet	
  their	
  program	
  goals.	
  	
  The	
  firm	
  
designs,	
  implements,	
  monitors,	
  and	
  evaluates	
  energy	
  efficiency	
  programs.	
  
	
  
4.1.1	
  State	
  Energy	
  Programs	
  (SEP)	
  
     	
  
ROMA	
  focuses	
  on	
  state	
  and	
  local	
  governments	
  that	
  need	
  assistance	
  in	
  establishing	
  or	
  
expanding	
  energy	
  efficient	
  measures	
  programs.	
  	
  	
  
     	
  
                                   Table	
  1:	
  State	
  Energy	
  Programs	
  Services	
  




                                                                                                                                            	
  
Identifying	
                       Develops	
  programs	
  that	
  can	
  assist	
  residential,	
  commercial,	
  
                                    industrial	
  and	
  governmental	
  users	
  in	
  making	
  wise	
  energy	
  choices	
  
                                    through	
  appropriate	
  energy	
  planning,	
  policy	
  and	
  programming	
  
Applying	
                          Applies	
  for	
  funding	
  to	
  develop	
  and	
  expand	
  program.	
  
Educating	
                         Helps	
  agencies	
  with	
  their	
  outreach	
  efforts	
  to	
  raise	
  the	
  awareness	
  
                                    of	
  energy	
  consumers	
  
Implementing	
                      Implements	
  energy	
  efficiency,	
  conservation,	
  and	
  green	
  programs	
  
Evaluating	
                        Assesses	
  the	
  potential	
  and	
  actual	
  energy	
  savings	
  of	
  various	
  
                                    programs	
  and	
  initiatives	
  
	
  
	
  
	
  

                                                                                                                                             	
  
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4.1.1.1	
  Capabilities	
  

         1. Develops	
  custom	
  strategic	
  and	
  tactical	
  plans	
  that	
  improve	
  organizational	
  
            efficiency	
  and	
  productivity	
  which	
  includes	
  risks	
  and	
  issues	
  to	
  meet/exceed	
  the	
  
            organizations	
  sustainability	
  objectives;	
  
         2. Determines	
  renewable	
  energy	
  incentive	
  programs	
  that	
  result	
  in	
  constituent	
  buy-­‐
            in	
  and	
  use;	
  
         3. Manages	
  projects	
  and	
  change	
  that	
  includes	
  identification	
  of	
  milestones,	
  tasks,	
  
            and	
  follow-­‐thru	
  of	
  responsible	
  parties;	
  
         4. Monitors,	
  measures,	
  and	
  benchmarks	
  the	
  performance	
  of	
  new	
  and	
  current	
  
            established	
  programs	
  to	
  determine	
  efficiency	
  and	
  effectiveness	
  of	
  the	
  programs;	
  
         5. Analyzes	
  and	
  reports	
  on	
  performance	
  of	
  programs	
  to	
  internal	
  and	
  external	
  
            stakeholders.	
  

4.1.2	
  Technical	
  Advisory	
  Services	
  (TAS)	
  
ROMA’s	
  energy	
  planning	
  &	
  policy	
  services	
  focuses	
  on	
  state	
  energy	
  policy	
  development,	
  
state	
  energy	
  resource	
  and	
  management	
  planning,	
  as	
  well	
  as	
  energy	
  emergency	
  
preparedness	
  planning.	
  ROMA	
  also	
  assists	
  public	
  utilities	
  and	
  other	
  regulatory	
  and	
  
legislative	
  bodies	
  with	
  assessing	
  the	
  effectiveness	
  of	
  energy	
  programs.	
  See	
  Table	
  2.	
  
                         	
  
                                                             	
  
                              Table	
  2:Technical	
  Advisory	
  Services	
  (TAS)	
  




                                                                                                                           	
  
       Research	
                       Investigates	
  energy	
  issues,	
  trends,	
  problems,	
  and	
  
                                        challenges	
  
       Policy	
  Development	
          Develops	
  policy	
  responses	
  to	
  issues,	
  trends,	
  problems	
  &	
  
                                        challenges	
  
       Planning	
                       Develops	
  state	
  energy	
  resource	
  management	
  and	
  
                                        emergency	
  energy	
  plans	
  
       Evaluation	
                     Evaluates	
  program	
  effectiveness	
  
       Expert	
  Testimony	
            Provides	
  expert	
  testimony	
  before	
  regulatory,	
  
                                        administrative	
  and	
  legislative	
  bodies	
  
	
                                         	
  


                                                                                                                                  	
  
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4.1.2.1	
  Capabilities	
  

           1. Extensive	
  experience	
  in	
  gathering	
  energy	
  data	
  and	
  information,	
  interpreting	
  
              it,	
  and	
  developing	
  workable	
  energy	
  plans	
  for	
  state	
  and	
  local	
  jurisdictions.	
  
              Their	
  plans	
  are	
  currently	
  in	
  use	
  in	
  seven	
  states,	
  municipalities,	
  and	
  regional	
  
              government	
  organizations.	
  	
  
           2. Significant	
  experience	
  in	
  working	
  directly	
  with	
  state	
  legislatures,	
  state	
  public	
  
              utility	
  commissions	
  and	
  state	
  energy	
  offices.	
  
           3. Relevant	
  expertise	
  in	
  energy	
  issues	
  including	
  power	
  generation,	
  electric	
  
              transmission	
  and	
  distribution,	
  natural	
  gas,	
  petroleum	
  fuels,	
  and	
  
              transportation.	
  	
  
           4. Thorough	
  understanding	
  of	
  the	
  interrelationships	
  among	
  local,	
  state,	
  
              regional	
  and	
  federal	
  energy	
  issues.	
  
           5. Develops	
  custom	
  strategic	
  and	
  tactical	
  plans	
  that	
  improve	
  organizational	
  
              efficiency	
  and	
  productivity	
  that	
  includes	
  risks	
  and	
  issues	
  to	
  meet/exceed	
  the	
  
              organizations	
  sustainability	
  objectives.	
  

4.2 Weatherization	
  &	
  Renewables	
  
	
  
ROMA	
  provides	
  a	
  comprehensive	
  approach	
  to	
  enhancing	
  energy	
  efficiency	
  and	
  
promoting	
  energy	
  conservation	
  by	
  integrating:	
  1)	
  education,	
  awareness	
  &	
  outreach,	
  2)	
  
energy	
  efficient	
  measures;	
  and	
  3)	
  green	
  jobs	
  and	
  training	
  programs.	
  	
  Included	
  in	
  this	
  
approach	
  is	
  a	
  strong	
  business	
  emphasis	
  on	
  the	
  advancement	
  of	
  energy	
  education	
  at	
  the	
  
consumer	
  level;	
  specifically	
  regarding	
  the	
  “awareness”	
  about	
  energy	
  efficient	
  measures	
  
and	
  energy	
  “savings”	
  behaviors.	
  	
  It	
  also	
  links	
  jobs	
  and	
  jobs	
  training	
  to	
  the	
  process	
  of	
  
installing	
  energy	
  efficient	
  measures.	
  See	
  Table	
  3.	
  
	
                                         	
  




                                                                                                                                           	
  
Ralph O. McMillan & Associates, LLC
Page 20 of 28
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                               Table	
  3:	
  From	
  Potential	
  to	
  Actual	
  Energy	
  Savings	
  




                                                                                                                                     	
  
       1	
     Auditing:	
                               Determines	
  the	
  ways	
  in	
  which	
  consumers	
  are	
  using	
  energy	
  
                                                         inefficiently.	
  
       2	
     Consultation	
  &	
  Awareness	
   Presents	
  to	
  a	
  client	
  ways	
  in	
  which	
  he/she	
  can	
  use	
  energy	
  more	
  
               of	
  Options:	
  	
                      wisely,	
  reviewing	
  the	
  energy	
  efficient	
  measures	
  that	
  that	
  can	
  be	
  
                                                         installed	
  to	
  reduce	
  energy	
  consumption	
  and	
  the	
  ranking	
  of	
  steps	
  
                                                         that	
  can	
  be	
  taken	
  to	
  reduce	
  energy	
  consumption	
  based	
  on	
  an	
  
                                                         audit.	
  
       3	
     Financing	
  Options	
                    Calculates	
  the	
  rate	
  of	
  return	
  on	
  energy	
  efficient	
  measures	
  
               Identified:	
  	
                         identified	
  as	
  part	
  of	
  an	
  energy	
  audit,	
  and	
  the	
  explorations	
  of	
  ways	
  
                                                         to	
  use	
  rebates,	
  tax	
  incentives,	
  and	
  financing	
  to	
  access	
  funding	
  to	
  
                                                         install	
  energy	
  efficient	
  measures.	
  Particular	
  attention	
  is	
  paid	
  to	
  
                                                         the	
  pay-­‐back	
  period	
  for	
  expenditures	
  to	
  install	
  energy	
  efficient	
  
                                                         measures	
  
       4	
     Energy	
  Efficient	
                     Develops	
  action	
  plans	
  to	
  reduce	
  energy	
  consumption	
  and	
  to	
  
               Appliances,	
  HVAC,	
                    reduce	
  energy	
  expenditures	
  based	
  on	
  an	
  audit,	
  exploration	
  of	
  
               Renovations,	
  and	
                     options,	
  and	
  assessment	
  of	
  payback	
  periods.	
  
               Behaviors	
  Recommended:	
  
       5	
     Contractors’	
  Lists	
  Offered:	
  	
   Maintains	
  updated	
  lists	
  of	
  contractors	
  who	
  can	
  install	
  energy	
  
                                                         efficient	
  measures	
  based	
  on	
  a	
  set	
  of	
  recommendations.	
  
       6	
     Measures	
  Installed	
  &	
              Installs	
  identified	
  energy	
  efficient	
  measures.	
  
               Implemented:	
  	
  
       7	
     Inspections:	
  	
                        Insures	
  that	
  energy	
  efficient	
  measures	
  have	
  been	
  installed	
  
                                                         properly.	
  
       8	
     Post	
  Inspections	
  and	
              Validates	
  energy	
  savings	
  -­‐-­‐	
  consumption	
  and	
  financial.	
  
               Results	
  Determined:	
  	
  
	
  
                                                                                                                                                                	
  
Ralph O. McMillan & Associates, LLC
Page 21 of 28
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       4.2.1	
  Capabilities	
  

       ROMA	
  has	
  extensive	
  experience	
  in	
  identifying,	
  implementing,	
  and	
  validating	
  energy	
  
       efficient	
  measures.	
  ROMA:	
  	
  

       1. Audits	
  buildings	
  to	
  determine	
  ways	
  in	
  which	
  energy	
  savings	
  can	
  be	
  achieved.	
  
       2. Explores	
  energy	
  efficiency	
  options	
  to	
  determine	
  which	
  strategies	
  will	
  provide	
  the	
  
          greatest	
  energy	
  savings	
  based	
  on	
  budget.	
  
       3. Explores	
  financing	
  options	
  to	
  pay	
  for	
  the	
  installation	
  of	
  energy	
  efficient	
  
          measures,	
  including	
  the	
  calculation	
  of	
  rates	
  of	
  return	
  and	
  pay-­‐back	
  periods.	
  
       4. Identifies	
  Energy	
  Efficient	
  Measures	
  that	
  meets	
  the	
  prioritized	
  energy	
  savings	
  
          and	
  pay-­‐back	
  period	
  analyses.	
  
       5. Installs	
  &	
  implements	
  energy	
  efficient	
  measures	
  in	
  a	
  professional	
  manner	
  
       6. Evaluates	
  energy	
  efficiency	
  &	
  energy	
  conservation	
  results	
  by	
  comparing	
  the	
  
          estimated	
  energy	
  savings	
  with	
  the	
  actual	
  ones.	
  

       See	
  Table	
  4.	
  

                                Table	
  4:	
  ROMA’S	
  STRATEGIC	
  PARTNERS	
  
                                             Energy	
  efficient	
  measures	
  
                                              Experience	
  &	
  Capacity	
  




                                                                                                                            	
  
                                                               	
  
                                                                                                                            	
  
Ralph O. McMillan & Associates, LLC
Page 22 of 28
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       4.2.2	
  Building	
  Owners	
  Energy	
  Program	
  Services	
  Related	
  to	
  the	
  DC	
  Weatherization	
  
       Assistance	
  Program	
  (WAP)	
  

       ROMA	
  provides	
  services	
  to	
  building	
  owners.	
  ROMA’s	
  services:	
  	
  

                •      Assist	
  building	
  owners	
  in	
  applying	
  for	
  public	
  funds	
  for	
  weatherization	
  and	
  
                       other	
  energy	
  efficient	
  measures	
  for	
  their	
  properties	
  

                •      Assist	
  residents	
  who	
  meet	
  income	
  guidelines	
  in	
  applying	
  for	
  financial	
  
                       assistance	
  with	
  their	
  utility	
  bills	
  

       As	
  part	
  of	
  this	
  service,	
  ROMA	
  has	
  qualified	
  200	
  units	
  to	
  receive	
  funding	
  under	
  the	
  DC	
  
       Weatherization	
  Assistance	
  Program	
  (WAP).	
  

       4.2.3	
  Community	
  Based	
  Organization	
  Services	
  Related	
  to	
  the	
  DC	
  Weatherization	
  
       Assistance	
  Program	
  (WAP)	
  

       ROMA	
  also	
  brings	
  its	
  expertise	
  to	
  community	
  based	
  organization	
  that	
  have	
  as	
  their	
  
       mission	
  making	
  housing	
  units	
  for	
  low	
  and	
  moderate	
  income	
  resident’s	
  energy	
  
       efficiency.	
  	
  These	
  services	
  

                •      Assist	
  community	
  based	
  organizations	
  in	
  applying	
  for	
  public	
  funds	
  for	
  
                       weatherization	
  and	
  other	
  energy	
  efficient	
  measures	
  for	
  their	
  properties	
  
       	
  
                •      Assist	
  community	
  based	
  organizations	
  in	
  enhancing	
  their	
  capacity	
  for	
  
                       meeting	
  the	
  requirements	
  of	
  grants	
  to	
  identify,	
  install,	
  and	
  inspect	
  energy	
  
                       efficient	
  measures	
  

       Currently	
  ROMA	
  has	
  partnerships	
  with	
  several	
  community	
  based	
  organizations:	
  

                       •    Energy	
  Program	
  Consortium	
  
                       •    Prosperity	
  Media	
  
                       •    Anacostia	
  Economic	
  Development	
  Corporation	
  
	
  

4.3           Green	
  Jobs	
  &	
  Green	
  Jobs	
  Training	
  
                	
  
ROMA	
  offers	
  training	
  programs	
  and	
  opportunities	
  to	
  meet	
  the	
  growing	
  demand	
  for	
  
“green”	
  professionals	
  skilled	
  within	
  the	
  energy	
  efficiency	
  and	
  renewable	
  energy	
  
industry.	
  	
  ROMA	
  uses	
  its	
  energy	
  measures	
  installation	
  services	
  to	
  build	
  career	
  ladders	
  

                                                                                                                                            	
  
Ralph O. McMillan & Associates, LLC
Page 23 of 28
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within	
  the	
  energy	
  field.	
  	
  It	
  provides	
  opportunities	
  for	
  career	
  training	
  and	
  jobs	
  in	
  the	
  
areas	
  of	
  energy	
  auditing,	
  energy	
  measures	
  installation,	
  solar	
  installations	
  and	
  
inspections.	
  	
  ROMA	
  creates	
  opportunities	
  for	
  those	
  who	
  are	
  unemployed,	
  
underemployed,	
  seeking	
  a	
  trade	
  program,	
  or	
  for	
  those	
  who	
  would	
  simply	
  like	
  to	
  retool	
  
and	
  retrain	
  in	
  an	
  effort	
  to	
  change	
  careers.	
  	
  	
  See	
  Table	
  5	
  below.	
  
	
  
A	
  growing	
  array	
  of	
  certification	
  programs	
  exists	
  that	
  help	
  with	
  green	
  jobs	
  and	
  training,	
  
specifically	
  as	
  it	
  relates	
  to	
  energy	
  education,	
  building	
  support	
  &	
  retrofits,	
  and	
  
weatherization	
  programs	
  for	
  trained	
  staff.	
  	
  Some	
  of	
  the	
  certification	
  programs	
  geared	
  
towards	
  the	
  building	
  construction	
  industry	
  is	
  provided	
  by	
  USGBC	
  (LEED®	
  programs),	
  US	
  
EPA	
  (Energy	
  Star®),	
  and	
  the	
  RESNET	
  (Home	
  Energy	
  Rating	
  System®).	
  
	
  
	
  
                               Table	
  5:	
  Green	
  Jobs	
  &	
  Green	
  Jobs	
  Training	
  




                                                                                                                          	
  
	
  
4.3.	
  1	
  Capabilities:	
  Weatherization	
  Training	
  
	
  
Partnering	
  with	
  Segora	
  Management	
  (SM),	
  ROMA	
  has	
  access	
  to	
  SM’s	
  Strategically	
  Green	
  
(SG)	
  training	
  program	
  and	
  ROMA	
  will	
  bring	
  the	
  necessary	
  training	
  skills	
  and	
  experiences:	
  	
  
	
  
              1.	
  	
  To	
  teach	
  workforce	
  development	
  skills	
  in	
  the	
  context	
  of	
  residential	
  energy	
  
              conservation	
  and	
  to	
  assist	
  participants	
  in	
  becoming	
  Building	
  Performance	
  
              Institute	
  (BPI)	
  certified	
  and	
  acquiring	
  the	
  additional	
  skills	
  of	
  blower	
  door	
  testing	
  

                                                                                                                                        	
  
Ralph O. McMillan & Associates, LLC
Page 24 of 28
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           and	
  entry	
  of	
  audit	
  data	
  into	
  the	
  National	
  Energy	
  Audit	
  Tool	
  (NEAT)	
  computer	
  
           program	
  to	
  analyze	
  and	
  prioritize	
  energy	
  efficiency	
  recommendations,	
  
           customizing	
  an	
  energy	
  efficiency	
  package	
  for	
  each	
  residence.	
  NEAT	
  is	
  
           recommended	
  by	
  the	
  Department	
  of	
  Energy.	
  
                        	
  
           2.	
  To	
  meet	
  many	
  of	
  the	
  foundational	
  “workplace	
  know-­‐how”	
  requirements	
  of	
  
           the	
  Department	
  of	
  Labor’s	
  Secretary’s	
  Commission	
  on	
  Achieving	
  Necessary	
  Skills	
  
           (SCANS).	
  	
  
	
  	
  
           3.	
  	
  To	
  employ	
  active	
  learning,	
  group	
  activities,	
  and	
  peer-­‐to-­‐peer	
  activities	
  as	
  the	
  
           dominant	
  learning	
  format	
  to	
  address	
  adult	
  learners	
  and	
  populations	
  that	
  have	
  
           not	
  been	
  motivated	
  to	
  pursue	
  education	
  in	
  the	
  past,	
  instruction	
  learners	
  being	
  
           the	
  dominant	
  learning	
  format.	
  	
  
           	
  
           4.	
  	
  To	
  combine	
  classroom	
  and	
  on-­‐line	
  instruction.	
  
           	
  
           5.	
  To	
  deliver	
  a	
  holistic	
  curriculum	
  that	
  includes:	
  
           	
  
                                                • People	
  Skills,	
  Presentation	
  &	
  Basic	
  Computer	
  Skills	
  
                                                • Basic	
  Math	
  
                                                • Building	
  Science	
  
                                                • Residential	
  Energy	
  Conservation	
  
                                                • Level	
  One	
  &	
  Full	
  Energy	
  Audit	
  
	
  
4.3.2	
  Capabilities:	
  Solar	
  Training	
  
	
  
Partnering	
  with	
  the	
  Renewable	
  Energy	
  and	
  Clean	
  Technology	
  Practice	
  Group	
  within,	
  
ROMA	
  will	
  have	
  access	
  to	
  “Solar	
  Electric	
  Education	
  Program”.	
  	
  That	
  program	
  includes	
  
such	
  topics	
  as	
  
	
  
                          • Introduction	
  to	
  Solar	
  Energy	
  
                          • The	
  Photovoltaic	
  Effect	
  
                          • Sun	
  Paths	
  and	
  Sitting	
  Your	
  Solar	
  System	
  
                          • Solar	
  electricity,	
  DC	
  current	
  voltages	
  and	
  power	
  
                          • Solar	
  support	
  structures,	
  mounting	
  
                          • Wiring	
  selection	
  sizing,	
  interconnects,	
  combiner	
  boxes,	
  conduits	
  
                               and	
  safety	
  
                          • Inverters,	
  Grounding	
  	
  
                          • National	
  Electrical	
  Code	
  and	
  PV	
  

                                                                                                                                             	
  
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                            •     Net	
  metering	
  and	
  Solar	
  Renewable	
  Energy	
  Certificates	
  
                            •     Permitting	
  and	
  inspections	
  
                            •     Solar	
  energy	
  and	
  energy	
  economics	
  
                            •     Commissioning,	
  warranties	
  and	
  maintenance	
  
                            •     On	
  the	
  Job	
  Safety,	
  Roof	
  safety,	
  eye	
  protection	
  
	
  
4.4	
  Smart	
  Metering	
  
	
  
One	
  of	
  ROMA	
  strategic	
  partners	
  offers	
  a	
  range	
  of	
  green	
  technology	
  services.	
  An	
  
essential	
  component	
  of	
  Landmark's	
  portfolio	
  of	
  green	
  technology	
  services	
  is	
  the	
  
installation	
  of	
  “Smart	
  Meters”	
  in	
  residential	
  and	
  commercial	
  properties.	
  Landmark's	
  
Smart	
  Meter	
  project	
  team	
  consists	
  of	
  installation	
  technicians	
  and	
  programmers.	
  
Landmark	
  has	
  the	
  resources	
  to	
  service	
  the	
  District	
  of	
  Columbia,	
  Maryland	
  and	
  Virginia.	
  
	
  
4.4.1.	
  Smart	
  Metering	
  Capabilities	
  
	
  
       1. Skilled	
  technicians	
  and	
  programmers	
  with	
  excellent	
  communication	
  skills	
  
       2. Highly	
  skilled	
  support	
  staff	
  to	
  ensure	
  timely	
  customer	
  notification	
  and	
  customer	
  
                      education	
  on	
  meter	
  installation	
  process	
  	
  
       3. Quality	
  controls	
  to:	
  
                                  o Minimize	
  the	
  amount	
  of	
  time	
  service	
  is	
  down	
  	
  
                                  o Ensure	
  a	
  drug	
  free	
  work	
  force	
  (zero	
  tolerance)	
  
                                  o Provide	
  distinctive	
  identification	
  of	
  staff	
  to	
  the	
  customer	
  	
  
       4. Ongoing	
  staff	
  training	
  
       5. Standard	
  Operating	
  Procedures	
  to:	
  
                                  o Measure	
  customer	
  satisfaction	
  
                                  o Ensure	
  reliable	
  and	
  accurate	
  data	
  collection	
  and	
  transmission	
  to	
  the	
  
                                      LDC	
  
                                  o Ensure	
  secure	
  transport	
  of	
  new	
  and	
  decommissioned	
  equipment	
  
                                  o Inventory	
  and	
  secure	
  storage	
  for	
  the	
  new	
  and	
  decommissioned	
  
       6.	
  	
  	
  	
  360	
  degree	
  communication	
  feedback	
  structure	
  with	
  the	
  LDC.	
  
       	
  

5 ROMA’s	
  Achievements	
  (March	
  2009	
  –	
  July	
  2011)	
  
	
  
           1. ROMA	
  currently	
  provides	
  services	
  to	
  for-­‐profit	
  building	
  owners	
  and	
  has	
  been	
  
              successful	
  in	
  qualifying	
  13	
  of	
  an	
  owner’s	
  buildings	
  to	
  receive	
  energy	
  efficient	
  
              measures	
  installation	
  funding.	
  These	
  buildings	
  to	
  date	
  represent	
  611	
  units,	
  
              with	
  the	
  buildings	
  receiving	
  approximately	
  $1.9	
  million	
  in	
  energy	
  efficient	
  

                                                                                                                                          	
  
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                     measures.	
  	
  In	
  addition,	
  the	
  ROMA	
  helped	
  qualify	
  the	
  residents	
  in	
  these	
  
                     building	
  to	
  receive	
  a	
  wide	
  range	
  of	
  financial	
  assistance	
  with	
  their	
  utility	
  bills.	
  
	
  
          2. ROMA	
  currently	
  provides	
  operational	
  support	
  to	
  PME,	
  a	
  non-­‐profit	
  
             Community	
  Based	
  Organization	
  to	
  increase	
  that	
  organization's	
  capacity	
  to	
  
             meet	
  energy	
  efficient	
  measure	
  pursuant	
  to	
  an	
  approximate	
  $2	
  million	
  grant	
  
             from	
  the	
  District	
  Department	
  Office	
  of	
  Environment/Energy	
  Office.	
  	
  This	
  
             operational	
  support	
  applies	
  to	
  Single	
  family.	
  Multi-­‐family	
  and	
  Small	
  Business	
  
             in	
  the	
  District	
  of	
  Columbia.	
  Specifically	
  to	
  date	
  105	
  single	
  family	
  homes	
  have	
  
             been	
  weatherized,	
  three	
  multi-­‐families	
  and	
  37	
  small	
  businesses.	
  	
  
	
  
          3. ROMA	
  provided	
  services	
  to	
  Energy	
  Program	
  Consortium,	
  a	
  non-­‐profit	
  to	
  
             increase	
  that	
  organization’s	
  capacity	
  to	
  meet	
  its	
  energy	
  efficient	
  measures	
  
             installation	
  deliverables.	
  	
  
	
  
          4. ROMA	
  has	
  marketed	
  to	
  residential	
  building	
  owners	
  and	
  to	
  community	
  based	
  
             organization	
  its	
  energy	
  efficient	
  measures	
  services.	
  There	
  is	
  widespread	
  
             interest	
  from	
  these	
  groups	
  in	
  utilizing	
  ROMA’s	
  services.	
  

6 Summary	
  
              	
  
ROMA’s	
  services	
  focus	
  on	
  helping	
  residents,	
  businesses,	
  and	
  governments	
  use	
  less	
  
energy	
  by	
  leveraging	
  the	
  numerous	
  energy-­‐saving	
  incentive	
  programs	
  available.	
  	
  	
  
	
  
ROMA’s	
  expertise	
  is	
  in	
  administering	
  planning,	
  monitoring,	
  and	
  evaluating	
  energy	
  
efficient	
  measures	
  program	
  and	
  in	
  addressing	
  energy	
  efficiency	
  holistically.	
  
	
  
See	
  Table	
  6	
  below.	
  
	
                                       	
  




                                                                                                                                                  	
  
Ralph O. McMillan & Associates, LLC
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  2011	
  
                                                                                                                                                  	
  
                                                                                                                                                  	
  
	
  


	
  
             Table	
  6:	
  ROMA:	
  Approaches	
  Energy	
  Efficiency	
  Holistically	
  

	
  




                                                                                                          A	
  Holistic	
  Approach	
  
                                                                                       	
                        	
  

7 Contact	
  Information	
  
For	
  more	
  information	
  please	
  contact:	
  
                                         Ralph	
  O.	
  McMillan,	
  President	
  
                                  Ralph	
  O.	
  McMillan	
  &	
  Associates,	
  LLC	
  
                                           www.ralphmcmillan.com	
  
           1612	
  Roxanna	
  Road,	
  NW	
                                Phone:	
  (202)	
  722-­‐1230	
  
                Washington,	
  DC	
  20012	
                                Cell:	
  (202)	
  997-­‐2725	
  
                          	
                                          romcmillan@ralphmcmillan.com	
  
	
  




                                                                                                                                          	
  
Ralph O. McMillan & Associates, LLC
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