Optimal's Team provides a broad array of complementary skills and expertise. Our staff have advanced degrees and work experience in fields applicable to the energy industry, including energy management, environmental studies, computer sciences, environmental policy, finance, economics, and regulatory affairs. As a result of their technical skills and on-the-ground experience, our consultants provide clients with pertinent, timely, and forward-looking advice on strategies to cope with the complex array of regulatory and competitive challenges facing the energy industry today.

 
 

Philip H. Mosenthal, founding partner. Mr. Mosenthal has over 28 years of experience in all aspects of energy efficiency, from facility energy management to policy, planning, program design, implementation and evaluation. He specializes in program design, planning and analysis for the business, institutional and industrial sectors. Mr. Mosenthal has directly implemented programs, and assisted numerous clients throughout the U.S.A. and internationally to develop and analyze portfolios of efficiency programs, design leading edge programs, analyze integrated efficiency and supply-side resources, develop strategic models for large scale efficiency delivery, developed evaluation plans and performed process and impact evaluations. Mosenthal has also advised numerous government clients on energy policy, and led detailed analyses of efficiency opportunities and associated economic impacts to guide policy development and strategic planning. Mosenthal has provided expert testimony before numerous regulatory and legislative bodies. Mr. Mosenthal was the chief architect of Efficiency Vermont, the nation’s first and only efficiency utility, having developed the plan for Efficiency Vermont and provided all testimony and support to create it. He currently assists Efficiency Vermont with business energy services planning and implementation support and assessment since its inception in 2000. Other recent or current projects include: lead advisor to the U.S. EPA on efficiency issues for its state partnerships under its State and Local Government Branch to promote its National Action Plan for Energy Efficiency; and Commercial and Industrial Team lead to the Massachusetts Energy Efficiency Advisory Council and the Rhode Island Energy Efficiency Resource Management Council. In the latter roles Mosenthal oversees C&I planning and program efforts throughout these states delivered by the gas and electric utilities. Mosenthal has led numerous efficiency and renewable potential studies, including in China, Kansas, Maine, Michigan, New England, New Jersey, New York, Quebec, Texas and Vermont. Prior to founding Optimal Energy Mosenthal was the Chief Consultant for XENERGY’s (now KEMA’s) Mid-Atlantic office. Mr. Mosenthal has an M.S. in Energy Management and Policy and a B.A. in Architecture, both from the University of Pennsylvania.

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Eric Belliveau, Partner.Mr. Belliveau brings over twenty-five years of hands-on development, sales, operations and management experience in the energy, agricultural, construction and food industries to his work in energy efficiency. He specializes in efficiency program design, implementation support, business development, and planning, particularly in the commercial and industrial sectors. Clients have included dozens of Program Administrators and efficiency stakeholders in several states and international jurisdictions, including Massachusetts, Vermont, Maine, New York, New Jersey, Quebec, Manitoba, and two provinces in China.

Mr. Belliveau is the lead consultant to the New York Power Authority for assessing and improving existing commercial programs, developing a comprehensive program evaluation plan, and designing a new business customer program. For the Efficiency Maine Trust, led the team developing a three-year plan for commercial buildings sector energy efficiency programs that targeted electric, natural gas, and un-regulated fossil fuel consumption. Mr. Belliveau also served as LIPA’s lead advisor on their entire energy efficiency investment portfolio, and assisted in the formulation of the Efficiency Long Island Plan, including analysis, program designs and RFP development.

Mr. Belliveau has been a partner in Optimal Energy since 2000. He has a B.A. in International Affairs with emphasis on Economics and German from the University of Maine, 1981. He is LEED accredited.

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Steven Bower, CEM, Managing Consultant, joined Optimal Energy in 2006 where he has managed and been a prime contributor to many projects, including energy efficiency and renewable energy potential studies, Technical Reference Manuals, macroeconomic impact studies, and climate impact studies. Mr. Bower also has primary responsibility for strategic planning and development of Optimal Energy’s efficiency investment and economic modeling tools and databases. He has 22 years of experience in information systems planning, design and development, from small custom applications to mission-critical, web-based transaction processing systems. Mr. Bower has an M.S. in Natural Resources Planning from the University of Vermont, and B.A.'s in Physics and Computer Science (Magna Cum Laude) from Brandeis University.

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Jeffrey LoiterManaging Consultant, has over 14 years of consulting experience in energy and natural resource issues. His energy experience includes policy, planning, and program design; efficiency potential studies; research on renewable energy and energy efficiency technologies; and energy markets. Mr. Loiter has assisted with the design and development of statewide and utility-specific efficiency programs in Maine, Maryland, New York, Massachusetts, and Tennessee. In doing so, he strives to develop solutions that fit the needs and circumstances of the clients’ customers by building from existing programs in these jurisdictions and incorporating best-practice strategies for addressing specific customer segments and markets. He currently supports program implementation and on-going program design and development for Orange and Rockland Utilities in New York and the Connecticut Municipal Electric Energy Cooperative. For the Massachusetts Energy Efficiency Advisory Council, he provides program planning and implementation guidance and technical analysis. Mr. Loiter has testified before public utility commissions in Arkansas, Virginia, and Maryland on topics such as demand-side management, integrated resource planning, and efficiency as a resource in state energy plans.

Mr. Loiter is the co-author of several conference papers and two published U.S. EPA National Action Plan Guides: Guide for Conducting Energy Efficiency Potential Studies and the Clean Energy Fund Manual. Mr. Loiter has an MS in Technology and Policy from the Massachusetts Institute for Technology (1997) and a BS with distinction in Civil and Environmental Engineering from Cornell University (1991).

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Mike Guerard, Managing Consultant. Mr. Guerard has over 20 years of experience in the energy efficiency, green building and the renewable energy industry.  He has developed and managed a wide-range of energy efficiency programs throughout New England and the Pacific Northwest; renewable energy and green building initiatives; and building science training and education forums. In addition to overseeing dozens of internal staff covering the field delivery, technical enhancements, marketing and administration of efficiency programs, he has worked collaboratively with a wide range of stakeholders including utility staff, government officials, state building code and energy office staff, and leading building scientists to achieve positive program results and significant energy savings. Since joining Optimal Energy, Inc. in July, 2008, he has provided critical cross-program development and implementation for a wide range of clients. He has a B.A from the University of Rhode Island.

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David Bardaglio, CMA, Chief Financial Officer and Managing Consultanthas over 30 years’ experience directing the finance, accounting, information technology and administrative operations for both private sector and non-profit organizations. David manages all of Optimal Energy, Inc.’s internal finance, accounting and administrative operations. In addition to his CFO role, David also provides a range of budgeting, accounting, finance and reporting systems support to Optimal Energy clients. Recent examples include production of a Fiscal Procedures Manual for Efficiency Smart, American Municipal Power’s platform for providing energy efficiency implementation services to its member distribution utilities; providing financial benchmarking metrics and analysis for the Conservation Resources Management department of Tacoma (Washington) Power; and building budgeting tools and processes for the Washington, DC Sustainable Energy Utility operated by the Vermont Energy Investment Corporation. Prior to joining Optimal Energy Inc. Mr. Bardaglio was the Financial Director at the Vermont Energy Investment Corporation (VEIC). During Mr. Bardaglio’s twelve year tenure at VEIC he designed and maintained all of the finance, accounting and reporting systems that were instrumental in the creation and ongoing success of Efficiency Vermont, the nation’s first energy efficiency utility. Mr. Bardaglio received his B.S. in Business Administration from Bucknell University (1980) and became a Certified Management Accountant in 1996.

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Clifford McDonald, Consultant.  Mr. McDonald has over 3 years of experience with various policy and technical issues relating to energy efficiency, renewable energy, and LEED certification. His energy experience includes measure characterizations, potential studies, cost effectiveness screenings, cash flow analysis with various incentive strategies, M&V protocol development, program design, and implementation support. Recent projects at Optimal include developing an operations manual for Long Island’s efficiency programs, analyzing the electric-sector GHG emission reductions under the NY State Climate Action Plan, writing best practice guides for data centers and commercial leased spaces, and recommending savings reporting requirements to NYPA. Cliff has a B.S. in Physics from Middlebury College.

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Matt Socks, CEM, Consultant. Mr. Socks joined Optimal Energy in 2007 and has served a leading role conducting efficiency program engineering, economic analysis, and implementation assessments for clients across North America. With a background in mechanical engineering, Mr. Socks possesses particular expertise in the fields of efficiency measure research methodology and characterization practices. He has been a primary contributor to energy efficiency potential analyses for the New York Power Authority, the New York State Energy Research and Development Authority, Efficiency Vermont, and American Municipal Power Ohio. Mr. Socks has served as technical lead in the development of energy efficiency savings estimation methodologies for numerous clients including the Massachusetts Department of Energy Resources, the Long Island Power Authority, the New York Power Authority, Norwich Public Utilities, Efficiency Vermont, the Public Utilities Commission Ohio, and the Public Service Commissions of Maryland, Delaware, and Washington, D.C. Many of these projects required using novel approaches to address issues such as data availability, program delivery mechanisms, and the unique needs of each client. Mr. Socks holds a BS in Mechanical Engineering from the Massachusetts Institute of Technology.

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Gretchen Calcagni, Analyst. Ms. Calcagni received a master of public policy degree from Duke University with a focus on energy and environmental policy. While in graduate school, she interned at Rocky Mountain Institute to help develop strategies for improving energy efficiency in the affordable housing sector. Her masters project used quantitative data to explore household willingness to pay for improved energy efficiency in the rental housing market as well as policy solutions for barriers specific to this market. Her prior work experience was focused on program management and implementation for non-profit and government organizations. Ms. Calcagni holds a B.A. in Sociology from the University of Virginia

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Sam Huntington, Analyst. Since joining Optimal Energy in 2009, Mr. Huntington has worked on a variety of projects including the development of technical reference manuals, economic impact assessments, and numerous energy efficiency potential studies. He brings particular expertise to the areas of cost-effectiveness analysis, measure characterization, efficiency forecasting and forward capacity market participation for demand-side resources. Mr. Huntington is based out of the Rhode Island office where he provides support to the state's Energy Efficiency and Resource Management Council, as well as other clients in southern New England. Mr. Huntington holds a B.S. in Mathematics from Colby College.

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April Clodgo, Office Manager. Mrs. Clodgo provides Optimal and its clients with coordination, editing, presentation, bookkeeping and computer support.

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