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Earn 20 PDH | 2.0 CEU
ABOUT THE COURSE
Attendees to the Energy Project Finance, Analysis & Structuring training course will learn about the business strategy to help make successful energy projects happen. Having a basic understanding of a project’s financial implications, can make the difference of a project moving forward or remaining in the proposed stage. Leveraging the power of one of the industry’s most popular tools, the HP12C calculator or app, the instructor will guide students through a series of practical, real-world problem-solving calculations, go over basic terminology and concepts, as well as explain different financial considerations for a given energy project. By gaining a better understanding of the basic energy project financial principles, attendees can make their business case to all stakeholders and offer a transparent plan of action to make projects happen, meet project expectations and goals.
Benefits of Attending
Anyone who wants to learn how to understand the finance side of energy projects and what makes them so attractive in the energy sector. This includes the core concepts of the time value of money, analyzing both even and uneven cash flow yields, roles of depreciation and amortizations, tax implications to the yield curves in energy projects, and how to take all that information and put it into energy project proposals and requests for quotes. Students will utilize the HP12C calculator or HP12C app to make computations and to answer questions throughout this training.
Who Should Attend:
This course is designed to provide practical skills to help a wide array of professionals involved in the energy project decision making process. The course does not go into “engineering and heavy technical” energy project details. Instead, the training modules provide a base foundation needed for team members to work with others in their company whether that be a supporting position, leadership position, or advisory position. Attendees may already have a background in energy efficiency, sustainability, renewables, fintech and cleantech projects or they may be more interested in sharpening their skills in the financial aspects and other considerations to help evaluate a proposed energy project. Professionals and new entrants to the energy field should consider attending such as:
Building Owners, Property Managers, Business Development, Sales & Marketing Representatives, Project Managers & Coordinators, Utility Account Managers, Energy Professionals, Renewable Energy Professionals, Facility Managers, Finance Coordinators, Contracting & Procurement Professionals, Sustainability & ESG Managers, and others team members involved with helping to make energy projects happen and a success.
Required Supplies
Students must have access to an HP12C calculator, purchase one on their own, purchase the HP12C app from the appropriate app store (e.g. apple store / google play etc.) depending on their smart device or computer.
CERTIFICATE OF COMPLETION
Professional Development Hours (PDHs) | Continuing Education Units (CEUs)
Attendees who complete the course, view all course modules, complete the knowledge checks will be awarded 20 PDHs / 2.0 CEUs.
EPFA CERTIFICATION
In addition, those attendees who take and pass each module exam and the Final course examination with a 75% grade or higher will be awarded the Energy Project Finance Analyst (EPFA) Certification by the GreenNRG Institute. More reasons to become certified.
CERTIFICATION REQUIREMENTS
There are not any prerequisite to take the training and become EPFA Certified- - You must take the training: Energy Project Finance, Analysis & Structuring
- - You must pass all the knowledge check quizzes, module exams and the final exam
- - Once you are certified, you are certified. There are no requirements to re-certify.
COURSE OUTLINE
MODULE 1 - Introduction
- Anatomy of an Energy Project
- Energy Project Considerations and Parameters
- Economics of an Energy Project
- Risk & Due Diligence
- Introduction to Interest Rates
- Introduction to the HP12C Energy Calculator Learning Modules
- Using Memories to Solve Problems
- Basic Arithmetic
- Additional Study Example Problems With Answers
- Additional Study Example Problems Without Answers
- Time Value of Money (TVM) Basics
- Financial Calculations
MODULE 2 - Module 2: NPV, IRR and Lease Functions
- Introduction to Module 2
- Present Value of Future Cash Flows
- Discounted Cash Flow Analysis-NPV (Net Present Value)
- Discounted Cash Flow Analysis-IRR (Internal Rate of Return)
- Lease & PPA (Power Purchase Agreement) Functions
- Review of Projects, Analysis & Components
- Additional NPV & IRR Study Guide Sample Calculations With Answers
- Additional NPV & IRR Study Guide Sample Calculations Without Answers
MODULE 3 - Amortization, Depreciation & Tax Components
- Introduction to Module 3
- Financial Statements 101
- Balance Sheet Treatment of Energy Assets
- Amortization
- Depreciation
- Value of ITC (Investment Tax Credit) and RECs (Renewable Energy Certificate)
MODULE 4 - Dates, Fees, Markups, Proposals, Legal Structures, Software and MM&R
- Introduction to Module 4
- Dates Functions on the HP12C calculator or HP12C App
- Points & Loan Fees on the HP12C
- Percentages
- Determining Equipment Cost
- Energy Project Proposals
- Project Proposal Overview
- Project Economics & Pre-construction
- ECM (Energy Conservation Measures) Evaluations
- Project Plan Documentation & Structures
- Appendices & Internal Project Requirements
- Monitoring, Measurement & Reporting
- Electric Utility Rates & Billing
- Energy Project Software--Quantifying the Economics of Solar Plus Storage Projects in California
- Measure & Optimize the Performance of a Solar + Storage Project
ABOUT THE INSTRUCTOR
Gene Beck, CEM, CLP is the team leader for the energy project finance series of courses and is the Executive Director of the Green NRG Institute in Orange, California. Green NRG is a non profit 501(c)3 organization with a focus of education on the business aspects of the U.S. energy sector and corporate leadership training.
Mr. Beck has served on five environmental advisory boards and 12 compliance task forces at the South Coast Air Quality Management District in Southern California, two small business environmental and small business financing task forces in Sacramento for the State of California, and several environmental task forces with the EPA in Washington, D.C. Additionally, he is a past member of the Southern California Association of Governments Energy Advisory Board, past President and executive board member of the Southern California chapter of the Association of Energy Engineers (AEE), and past board member of the Orange County Engineering Council. He was the AEE annual conference chairman in 2008 on AB32 Legislation and Implementation, and the Co-chairman of the 2009 AEE annual conference on Energy Solutions: CleanTech and Renewable Energy.
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