Dr. Joe Davis, PE (Professional Engineer), CEM+CEA (energy), DOE-approved Project Facilitator (PF)

KEY  SKILLS
Summary:   Extensive practical work 30+ years as engineer & project facilitator for state & federal energy projects (ESPCs & UESCs).
Licenses:   Licensed Professional Engineer (PE) as Mechanical/Industrial Engineer (ME & IE degrees from NC State University).
Certifications:   Certified Energy Manager (CEM) & Certified Energy Auditor (CEA), DOE-approved Project Facilitator (PF).
Professional Affiliations:   Association of Energy Engineers (AEE) NC Pres., Institute of Industrial Engineers (IIE) NC Vice Pres.
Project Management:   Skilled in project management techniques and software tools to achieve success (on time, in budget, etc.).
Performance Contracting:   Experienced in all aspects of multi-million dollar projects via multiple energy service companies (ESCOs).
Economics:   Lifecycle cost/benefit, economic analysis, time value of money, multi-attribute decision analysis, problem solving, etc.
Commissioning (Cx):   New building Cx & re/retro Cx projects for which facility improvements justified by energy savings.
Energy Engineering:   Saving energy in systems for HVAC, lighting, boilers, chillers, CHP, machines, motors, compressed air, etc.
For example, as State of NC employee in State Energy Office (SEO), performed energy engineering and commissioning (Cx) work
including energy projects, commissioning projects including new and re/retro Cx, technical leadership, project management, training,
measurement & verification (M&V) of energy costs & savings for facilities, performance contracting, energy field engineering,
water savings, etc. Supervised energy technical services including tech-assist contractors (over 30), reviewed/approved work for
energy audits and M&V by tech-assist providers, and summarized/reported energy savings and associated greenhouse gas (GHG)
reductions. Also, served as senior-level technical/advisory energy field engineer (1 of 4 in NC) for utility savings initiative (USI)
program that saved $55.3 million in one fiscal year. Experienced with achieving energy savings in all systems such as HVAC, lights,
boilers, chillers, cooling towers, CHP, machines, motors, compressed air, etc. Practical hands-on experience working within facilities
at the managerial level (decision makers) and at the tactical level (site supervisors, operators, maintenance technicians, etc.) in all types
of facilities including medical (hospitals, clinics, etc.), commercial, consumer, services, manufacturing, pharmaceutical, chemical, etc.
Experience also includes benchmarking (Energy Star, etc.) and reviewing/communicating technologies to help facilities achieve
saving energy and water via optimal technologies, energy-saving performance contracting (ESPC), etc.

OTHER  SKILLS
Summary:   Practical engineering, quality (six sigma black-belt), lean (certified), ergonomics, teaching, project management.
Engineering:   Industrial/ergonomics engineering, mechanical engineering, quality engineering, safety engineering, energy.
Teaching:   Short-courses (energy, ergonomics, quality, lean, etc.) & full-semester courses (mechanical & industrial engr.).
Quality:   Six sigma quality black-belt, ISO 9000 leader/assessor, quality design & control (taught NCSU courses), etc.
Lean:   Lean manufacturing, lean office, lean-sigma, value stream mapping, cellular layout/flow, 6S, standard work, etc.
Ergonomics:   Industrial & office/computer ergonomics, ergonomic teams, nutrition for ergonomics, ergonomic tool patent.
Industrial:   Material flow & inventory, design for assembly, automation, robotics, production simulation/optimization.
Efficiency:   Productivity improvement, time studies, labor standards, facility/workspace layout, cost reduction.
Safety:   Design of safety systems, job safety analysis, training, inspection, failure modes and effects analysis (FMEA), etc.
Construction:   OSHA certified in construction safety & health, Lean-6S for construction, building codes & standards, etc.
Water:   Saving/managing water by engineering water-saving systems for hot/cold water, cooling towers, drinking, washing, etc.
Certifications:   Six Sigma quality black-belt (certified by NC State University), Lean (certified by Society Mfg. Engr.),
Professional Engineer (PE), Certified Professional Ergonomist (CPE), Certified Safety Professional (CSP),
Certified Energy Manager (CEM) & Certified Energy Auditor (CEA) via Association of Energy Engineers (AEE),
Certified Commissioning Authority (CxA), DOE-approved Project Facilitator (PF) for ESPCs, UESCs, etc.

Dr. Joe Davis, PE (Professional Engineer), CEM+CEA (energy), DOE-approved Project Facilitator (PF)
can be reached via Linked-In messaging at: Linked-In for Dr. Joe Davis PE, CEM+CEA, DOE-approved PF
Website:  www.DrJoeDavisPE.com


Topics follow in this order (click on any to go directly to topic)

PROFESSIONAL  WORK  SUMMARY

PROFESSIONAL  AFFILIATIONS

CERTIFICATIONS,  PATENTS,  AWARDS

TEACHING

EDUCATION

PUBLICATIONS  AND  PRESENTATIONS


PROFESSIONAL  WORK  SUMMARY

2021 to present:   GSA federal Energy Savings Performance Contracts (ESPCs)
for U.S. Department of Energy (DOE) as DOE-approved Project Facilitator (PF)
to help save energy in federal buildings via projects (ESPC & UESC) for which
I do technical reviews, and I'm paid to give my opinions as PhD Engineer.
Semi-retired now as Energy Engineer Consultant after 30+ years of full-time work.
My location varies by seasons during winter in Punta Gorda FL on my live-aboard boat in a marina,
during summer in Myrtle Beach SC at my townhouse, and other seasons at my townhouse in Raleigh NC.
Current part-time work for U.S. Department of Energy (DOE) as DOE-approved Project Facilitator (PF)
to help save energy in federal buildings via projects (ESPC & UESC). I do technical reviews of
projects to ensure technical correctness & viability, and I'm paid to give my opinions as PhD Engineer.
Recent work examples are as follows.
PF for ESPC since PA for GSA NDER5 Region-5 awarded 3-20-2023 now in design/construction $10 million.
PF for ESPC since PA for GSA NDER5 Region-7 awarded 12-15-2022 now in design/construction $19 million.
PF for ESPC MOD for GSA NDER5 Region-7 awarded 3-31-2023 now in design/construction extra $12 million.
PF for 3 ESPCs for GSA NDER6 since Jan/Feb 2023 kickoffs as Lead PF for Region-4 & co-PF for Regions 8 & 11.
PF for 2 UESCs (Oklahoma & New Mexico) since 9-21-2021 for GSA Region-7 design/construction & 1st year M&V.

2016 to 2021:   Energy Engineering Center (AFCEC) at Tyndall Air Force Base in Panama City Beach, FL
as energy engineer and project manager for multi-million $ energy projects (ESPC, UESC, etc.)
to save energy while strengthening energy resiliency at U.S. Air Force bases around the world
by traveling from office at Tyndall Air Force Base in Panama City Beach, FL.

2012 to 2016:   Engineering Economics Inc. (EEI)
Engineer & Project Manager for energy projects and commissioning (Cx) projects for improving
energy efficiency and optimizing facilities operations (HVAC, etc.) at multiple facilities
throughout the USA by traveling from office in Raleigh, NC. Enthusiastic can-do work spirit
with senior-level credentials (PE, CEM, CEA) while still practical and results-oriented with
extensive hands-on experience for technical excellence of delivery to ensure customer satisfaction.

Work Examples:  
Note: These examples include new & re/retro Cx projects for which facility improvements are typically justified by energy savings.

Fayetteville Public Works Commission (Fayetteville, NC):   Project Manager and hands-on Cx Energy Engineer for retro-Cx
of 3 buildings of the Public Works Commission, including the operations building, administration building and mechanical/chiller
building for a total of 151,000 sq.ft. Identified major opportunities for achieving significant savings (operational and energy)
and for improving indoor environmental comfort and quality to increase occupant satisfaction.

Gerrardstown Middle School, Berkeley County (Gerrardstown, WV):   Project Manager and hands-on Cx Energy Engineer
for mechanical and electrical systems in this 92,000 sq.ft. one-story middle school as a new building involving all Cx phases including
design, construction and post construction/warranty for all systems such as heating and cooling including fan coil units and heaters,
chilled/condenser water systems, steam and hot water systems, ventilation and air distribution systems including humidifiers,
building automation systems, temperature controls, etc.

Johnston Medical Center, TerraTech (Clayton, NC):   Project Manager & on-site hands-on Cx work for 90,000 sq.ft. 3-story
medical wing as new expansion adjacent to an existing hospital. Performed on-site Cx work focusing on smoke controls and HVAC
equipment including roof-top units (RTUs), variable air volume (VAV) boxes, detectors (smoke, water, etc.), motorized dampers,
smoke controls, exhaust fans, etc.

State of Hawaii, Public Works Division DAGS (Honolulu, Hawaii):   Project Manager and on-site retro-Cx Energy Engineer
for 10 existing buildings totaling 2.5 million sq.ft. Performed hands-on retro Cx work on-site, then determined energy baselines,
developed requirements and strategies for saving energy, performed technical review of technologies, and reconciled M&V analysis
for energy-saving performance contract (ESPC) to maximize energy savings.

US General Services Administration, Richard H. Poff Federal Building Modernization Project (Roanoke, VA):   Hands-on work
on-site as Energy Engineer for LEED Cx services for this 14-story Federal Office and Courthouse containing 256,163 sq.ft. Systems and
equipment included all equipment of the heating, ventilating and air conditioning systems; Gas-fired hydronic heating system; Air quality
monitoring; HVAC sub-metering; Energy recovery system; Scheduled or occupancy sensor lighting controls; Daylight dimming controls and
lighting control systems; Exterior sun shade system; Code & life safety improvements; Electrical, including but not limited to power distribution,
equipment grounding, IG receptacles, etc; Domestic and process water pumping/mixing; Plumbing; and Rainwater conservation system.

Veterans Affairs VISN 6 Mid-Atlantic Healthcare Network (VA, WV and NC):   Project Engineer and Cx Energy Engineer for
retro-Cx of 8 veteran s hospitals where on-site Cx work was performed to generate immediate operational energy savings, as well as
recommended long-term operational energy savings. Performed energy calculations and analysis to quantify savings to justify
improvements in buildings to resolve Cx issues identified in systems (mainly HVAC) and improve operations within buildings.

2008 to 2012:   State of NC Energy Office (first as consultant, then hired as employee)
as energy engineer and program manager for energy technical assistance. Enthusiastic can-do work spirit with
senior-level energy credentials (PE, CEM, CEA) and advanced education (PhD) while still being practical and
results-oriented with extensive hands-on experience for technical excellence of delivery to ensure customer satisfaction.

Work Examples:  

Within State of NC's Energy Office (position title: Energy Engineer & Program Manager for Energy Technical Assistance)
performed energy engineering work including energy leadership, energy audits, energy training, energy measurement &
verification (M&V), energy commissioning (Cx), energy performance contracting, energy field engineering, water savings, etc.
Responsible for supervising energy technical services including tech-assist contractors (over 30), reviewing/approving
energy audits and measurement & verification (M&V) by tech-assist providers, summarizing/reporting energy savings and
greenhouse gas (GHG) reductions resulting from energy savings, etc. Also, served as senior-level technical and advisory
energy field engineer (1 of 4 in NC) for utility savings initiative (USI) program that saved $55.3 million in one fiscal year.

For performance contracting, reviewed and constructively critiqued performance contracting proposals from multiple energy
service companies (ESCOs) for state/county/municipal (multi-million dollar projects) facilities throughout NC for energy-saving
improvements such as lighting, HVAC, motors, combined heat and power (CHP), boilers, chillers, cooling towers, etc. Also,
energy analysis for consideration of renewable energy such as geothermal, solar thermal, photovoltaic, wind, etc.

Plus, special assignments such as sole instructor for energy training (energy auditing, energy performance contracting, etc.)
of 224 energy specialists throughout NC (e.g. Cullowhee, Salisbury, Greensboro, Chapel Hill, Raleigh) who evaluated the
training as excellent and estimated the energy savings resulting from the training as $23,028/attendee/year which represents
total annual energy savings of $5.1 million/year during future years for State of NC buildings. Attendee evaluation forms
included feedback comments such as: Best technical workshop I have ever attended. (from Cullowhee class), Very educated
and experienced teacher. (from Salisbury class), Exceeded my expectations. Every objective was met. (from Greensboro class),
Fast paced and on target, very good program. (from Chapel Hill class), and I appreciated instructor's style and delivery
of information. Well balanced between variety of subjects, and details on each. (from Raleigh class).

Other Work Experience:  

US Dept. of Energy (DOE) reviewer/evaluator for 111 energy funding applications ( > $100 million ) for US companies.

Obtained over $2 million energy grants for facilities throughout NC including writing energy grant applications, creating
strategic energy+water plans, conducting energy surveys/audits, performing measurement & verification (M&V), etc.

Practical energy experience at the managerial level (decision makers) and at the tactical level with operators, maintenance
technicians, site supervisors in multiple industries such as manufacturing, pharmaceutical, chemical, and consumer industries.

Practical energy project at PennTAP in York, PA for energy savings reported by client as $198,130.

Energy workshop at ATN in Birmingham (attendees from 4 states AL, AR, LA, MS) reported energy savings of $245,000.

Energy training & projects in Ocean Springs, MS at First American Plastics estimated $77,150 energy savings.

Lean energy training (lean techniques applied for saving energy) at MEP in Orlando, FL.

Other Work Experience (past):  
Industrial Extension Service (employee for 12 years) as industrial/ergonomics/energy engineer
Self-employed (consultant for 3 years) as industrial/ergonomics/energy engineer
IBM (employee for 14 years) as industrial engineer & manager of Advanced Manufacturing Engineering


PROFESSIONAL  AFFILIATIONS

Association of Energy Engineers (AEE) - Senior Member,
served as President & Vice President of AEE NC chapter (entire state of NC).

Institute of Industrial Engineers (IIE) - Senior Member,
past IIE U.S. regional Vice President of mid-Atlantic states (NC, SC, VA, etc.)
and served as President & Vice President of IIE Raleigh,NC chapter

Honor Societies:
Tau Beta Pi (for engineers)
Alpha Pi Mu (for industrial engineers)
Phi Kappa Phi (top 1% of all)
Academy of Outstanding Faculty at NC State University (inducted in 2000)


CERTIFICATIONS,  PATENTS,  AWARDS

PROFESSIONAL CERTIFICATIONS & REGISTRATIONS
DOE-approved Project Facilitator (PF) for ESPCs & UESCs
Licensed Professional Engineer (PE) #011016 in NC
Certified Energy Manager (CEM) #13936 via AEE
Certified Energy Auditor (CEA) #507 via AEE
Certified Commissioning Authority (CxA) #215-1275 via ACG
Lean certification via Society of Manufacturing Engineers
OSHA certified in construction safety & health
Six sigma quality black-belt certification via NC State University
MOST-Applicator for time study and work methods analysis
Certified Safety Professional (CSP), USA registration #13262
Certified Professional Ergonomist (CPE), USA registration #254
ISO 9000 international quality standard

PATENTS
Ergonomic handle design for hand saw, U. S. Patent #D395588 (applied 6/30/94, issued 6/30/98).

AWARDS

2014 Energy Engineer of the Year award presented in Washington, DC
for AEE s southeast region (12 states & Puerto Rico).

2013 Inducted into NCSU-MAE Hall of Fame for Mechanical Engineering
professional excellence & achievements.

2000 - Inducted into NCSU's Academy of Outstanding Faculty Engaged in Extension

1999 - NCSU Outstanding Service Award (& monetary award $2000) as stated in a
congratulatory letter with the award from NCSU's Provost: "This award is
one of the highest honors that a faculty member can receive at NC State University."

1995 - Gold award for excellence as President of Raleigh, NC chapter (240 engineers as members)
of the Institute of Industrial Engineers (IIE) technical society.

1990 - Outstanding presentation award as best paper of 26 papers by presenters
from 14 countries at an IBM sponsored design-for-manufacturability conference.


TEACHING (1992-present)

Dr. Davis has taught multiple short-courses and practical seminars at companies
on energy, lean techniques, six sigma quality (green-belt & black-belt), ergonomics,
time study (modern video-based) and work methods for manufacturers & services
with attendee feedback comments such as Instructor knows his stuff...
and Great teaching... Thanks for a very successful program.
For short-courses, an example of his teaching effectiveness is that he received
teaching performance ratings of 4.7 to 5.0 (highest possible rating was 5.0) in
course evaluations completed by working professionals as attendees.

Also, he has taught full-semester engineering courses within the
Mechanical Engineering and Industrial Engineering departments at
NC State University in Raleigh, NC. His teaching experience includes
engineering courses such as statics, dynamics, fluid mechanics, ergonomics
strength of mechanical components, dynamics of machines, quality, etc. For
full-semester courses, an example of his teaching effectiveness is that he received a
4.6 teaching rating (highest possible rating was 5 and department average was 4.04)
in course evaluations completed by college students.

Dr. Davis emphasizes teaching complex concepts in clear/understandable terms.
He completed NCSU's Teaching Effectiveness course including teaching methods
for different learning modes (sensing/intuitive, visual/verbal, inductive/deductive,
active/reflective, sequential/global). Also, he utilizes attention-getting teaching
techniques from training Focus on the Front of the Room for keeping the
attention and learning motivation of adult learners in short-courses and workshops.
He takes pride in accomplishing effective teaching for all types of learners.

Additionally, he provides opportunities for hands-on learning via projects at companies.
For example, Dr. Davis supervised 53 students working at 41 companies for over $500,000
of projects for energy, time/motion study, quality, facility layout, ergonomics, lean, etc.


EDUCATION

Note: Earned MS and PhD degrees via part-time studies while working full-time.

Ph.D. INDUSTRIAL ENGINEERING
GPA 3.7 on 4.0 scale, NC State University (NCSU), Raleigh, NC
PhD focus areas: energy/production/manufacturing systems & ergonomics

M.S. INDUSTRIAL ENGINEERING with minor in Economics,
GPA 3.7 on 4.0 scale, NC State University (NCSU), Raleigh, NC
MSIE focus areas: advanced manufacturing, economic decision analysis, management info systems

B.S. MECHANICAL ENGINEERING
GPA 3.9 on 4.0 scale, NC State University (NCSU), Raleigh, NC

Plus, continuing education for at least 20 hrs/year as required
for PE license (professional development hours, PDH)
such as:
Apr 22-23, 2014 State of NC's Sustainable Energy Conference, 11.5 PDH (11.5 hrs)
Apr 17, 2014 ASHRAE Buildings in Balance - Indoor Air Quality & Energy Efficiency, 3 PDH (3 hrs)
Mar 25, 2014 US Department Energy (DOE) Energy Portfolio Manager, 1.5 PDH (1.5 hr)
Dec 12, 2013 ACG training for Commissioning Authority (CxA)
Sep 25-27, 2013 World Energy Engineering Conference (WEEC), 10 PDH (10 hrs)
Apr 15-17, 2013 State of NC's Sustainable Energy Conference, 11.25 PDH (11.25 hrs)
Jun 6, 2012 NCSU's Compressed Air Energy, 7 PDH (7 hrs)
Apr 19-20, 2012 State of NC's Sustainable Energy Conference, 7.5 PDH (7.5 hrs)
Mar 21, 2012 NCSU's Steam Energy Training, 8 PDH (8 hrs)
Jan-Jun 2011 (14 days via 2 days/month for 7 months) NCSU Energy Management Diploma series
Mar 2-4 & 9-11, 2009 AEE's CEM Course for Energy Managers, 12 PDH (12 hrs)
Mar 5, 2009 NCSU s Measuring & Improving Boiler Efficiency - Advanced, 6 PDH (6 hrs)
Dec 2-3, 2008 NCSU s Power Quality Solutions and Process Energy Analysis, 14 PDH (14 hrs)
Jan 7-11, 2008 NCSU's Managing Energy for Greater Profitability, 35 PDH (35 hrs)
Nov 5-9, 2007 NCSU's Industrial & Commercial Energy Processes & Buildings, 35 PDH (35 hrs)
Aug 8-9, 2007 AEE's Energy Auditing, 4 PDH (4 hours)

Also, continuing education for software skills
such as:
Energy modeling/savings (LCC for energy $ lifecycle cost, eQUEST plus some DOE2, HAP, Trace, etc.).
DOE software for energy analysis (Quick-PEP, Motor-Master, Air-Master, Steam-SSAT,
Heating - PHAST, CHP, etc.), CAD (AutoCAD, Solid Works, Pro-E, etc.),
Simulation (Process Flow, Process Model, etc.), Other (Visio, Linux, etc.),
MS Project (project management), and Office (Word, Excel, PowerPoint, Access, etc.).


PUBLICATIONS  AND  PRESENTATIONS

Dr. Davis has authored multiple publications for books and refereed journal articles.
Additionally, he has made many presentations at international conferences.

  1. Davis,J. (2008 - present) Practical Energy for Low-Cost Solutions
    that Provide High Payback (typically > 20-to-1 payback)
    including presentations,
    demo s, and hands-on implementations via workshops and projects at companies
    for any or all of 12 energy-saving modules:
    (1) Lights; (2) HVAC; (3) Boilers, Steam, Hot Water Systems;
    (4) Industrial Ventilation, Fans, Dust Collectors; (5) Motors; (6) Conveyors;
    (7) Compressed Air; (8) Production Equipment and Hand Tools (Pneumatic, AC, DC);
    (9) Chillers & Cooling Towers; (10) Renewables (Solar, Photovoltaic, Wind, Geothermal, etc);
    (11) Special Processes (Refrigeration, Process Heating, etc.) & DOE's Save Energy Now;
    (12) Overall Analysis to Identify/Recover Energy Wastes & DOE s QuickPEP
    +
    Special topics such as:
    Cogeneration for Combined Heat and Power (CHP), Thermal Energy Storage (TES), Performance Contracting, etc.
    &
    Saving/managing water by engineering for hot/cold water, cooling towers, drinking, washing, etc.
    - Water Management Planning, Information, & Education Programs
    - Distribution System Audits, Leak Detection, & Repair
    - Water Efficient Landscaping & Irrigation
    - Toilets, Urinals, Showers, & Faucets
    - Boiler, Steam, & Hot Water Systems
    - Cooling Equipment & Cooling Tower Management
    - Other Water Savings & Alternate Water Sources

    Examples:
    PennTAP in York, PA for energy savings reported by client as $198,130.
    ATN in Birmingham (attendees from 4 states AL, AR, LA, MS) for energy savings $245,000.
    First American Plastics in Ocean Springs, MS achieved energy savings of $77,150.

  2. Davis,J. (2008) Lean Energy - Applying Lean Techniques to Save Energy
    in all Facilities (manufacturers, offices, etc.)
    presented at April 27-30, 2008
    MEP National Conference in Orlando, FL and published in conference on-line proceedings.

  3. Also, other presentations such as:
    2008-2016 presentations (energy savings, commissioning, etc.) at NC chapter meetings of technical societies (AEE, IIE, etc.).
    2011-2012 presentations throughout NC trained 224 energy specialists on topics of energy auditing, performance contracting, etc.
    2011 presentation on Utility Savings Initiatives (USI) at State of NC energy conference over 100 attendees at presentation 4-26-2011
    2012 presentation on energy technical assistance (energy audits, M&V, Cx, etc.) at State of NC energy conference 4-19-2012
    2013 presentation on equipment energy savings (HVAC, lights, Cx, etc.) at State of NC energy conference 4-17-2013


    This page was created on July 26, 1998 and was last updated on August 21, 2023

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