FEMP created the following resources for performing energy service company (ESCO) preliminary assessments in energy savings performance contracts (ESPCs).
Federal Energy Management Program
April 9, 2026
Estimated Read Time min
FEMP created the following resources for performing energy service company (ESCO) preliminary assessments in energy savings performance contracts (ESPCs).
Standard Agendas
Agenda: Preliminary Assessment Kickoff Meeting
Standard agenda for the preliminary assessment (PA) kickoff meeting.
Agenda: Preliminary Assessment Development Teleconference
Standard agenda for the teleconference to discuss the in-progress PA.
Preliminary Assessment Templates
Generation 4 Preliminary Assessment Template and Task Order Schedules
DOE ESPC Gen4 IDIQ (2023) Preliminary Assessment Template
Sample PA template required for task orders under the DOE ESPC Gen4 IDIQ (2023) project.
DOE ESPC Gen4 IDIQ (2023) Preliminary Assessment Template TO Schedules
Provide TO Schedules per section H.4.2, paragraph b.2.iv, TO Schedules, of the DOE ESPC Gen4 IDIQ (2023) Contract #892434-23D-EE0000XX using eProject Builder.
ECM Template
Instructions for overviewing ECM scopes and cost and performance metrics by ECM when using the sample PA Template.
Preliminary Assessment Review Template
Template for PF review of the PA.
Preliminary Assessment Review Checklist
Checklist for reviewing a PA.
Prior Versions
DOE ESPC Gen3 IDIQ (2017) Preliminary Assessment Template
Sample PA template required for task orders under the DOE ESPC Gen3 IDIQ (2017) project.
DOE ESPC Gen2 IDIQ (2008) Preliminary Assessment Template
Sample PA template to be used for a DOE ESPC Gen2 IDIQ (2008) project.