Using Task Order (TO) Schedules in eProject Builder (ePB)  

Education Type: 
1 Hour
0.2 CEU
Sponsored by: 

DOE Federal Energy Management Program - FEMP

The energy savings performance contract (ESPC) and utility energy service contract (UESC) task order (TO) schedules are a key component of the preliminary assessment, investment grade audit proposal, and task order contract of ESPCs and UESCs. They are required by the FEMP indefinite-delivery, indefinite-quantity ESPCs and Army Corps Multiple Award Task Order Contracts and summarize the financial deal. All ESPC TO schedules are prepared using eProject Builder (recommended for UESCs). This training helps students gain a quick understanding of what information must be included, who is responsible for entering the data, where to find critical price and energy savings data, and how the schedules interact to provide a comprehensive financial overview of a project.


Kurmit Rockwell, PE, CEM, LEED AP, U.S. Department of Energy Federal Energy Management Program  

Kurmit Rockwell serves as ESPC program manager where he oversees services, tools, and resources needed to assist agencies with implementing successful ESPC projects. Over a career spanning 25 years, Kurmit's work included engineering and all aspects of ESPC project implementation for federal, state, and local governments. His work in the public and private sector energy services industry has focused on evaluation and implementation of energy and water cost saving technologies, smart building energy optimization services, renewable energy systems, and demand side management. He holds a bachelor's degree in chemical engineering from Polytechnic Institute of New York University and a master's degree in building systems engineering from the University of Colorado. He is a registered professional engineer in multiple states.

Phil Coleman, MS, CEM, CMVP, Lawrence Berkeley National Laboratory  

Phil Coleman has worked at Lawrence Berkeley National Laboratory (LBNL) since 1996. He is a technical advisor to the Federal Energy Management Program's (FEMP) ESPC program, focusing particularly on utility rates and measurement and verification of savings. Phil also spearheads an initiative to educate federal facilities on efficiency and renewable project incentives, demand response, utilities procurement, and "rate-responsive building operation." Internationally, he has advised governments in Mexico, India, Chile, and Jordan on developing public sector energy conservation programs. Phil received his bachelor's degree from Earlham College (1986) and his master of science in energy management and policy from the University of Pennsylvania (1994). He also holds the Association of Energy Engineers' Certified Energy Manager (CEM) and Certified Measurement and Verification Professional (CMVP) designations.

Learning Objectives

Upon completion of this course, attendees will be able to:

  • Identify what information is included in the various task order schedules;
  • Recognize how TO schedules are prepared; and
  • Identify how eProject Builder increases transparency and standardization of data.
Federal Agencies and Facility Criteria: