is article walks users through the steps of completing the full application. 

NOFO/NOTA: Completing Full Application

When users begin the Full Application, you will see the information entered from the LOI (if applicable) and Concept Paper (if applicable) is populated. If the previous submission types were applicable, the status indicators in the navigation wizard that were completed in the previous submission types will now be represented by a green check mark to show complete. For example, General Details, Contact Information, and Team Members is marked Complete.

Step 1: NOFO/NOTA: Full Application – General Details

The General Details section contains the general information for the application, including the Application Initiator, Project Title, Organization Name, Organization Type, Period of Performance, and Technology Readiness Level (TRL) (if applicable) for the proposed project. The fields are pre-populated with the data that was entered in the Concept Paper (if the Concept Paper was applicable).

1. Basic Applicant Information- The Basic Information section displays the Application Initiator, Organization Name, and Organization type as read only. The Project Title however can be edited if needed.

2. Period of Performance: The Period of Performance section allows you to provide the Proposed Project Start and End Dates.                                                                            The period of performance begins with the start date of the proposed project and continues while the recipient is performing work and invoicing.                              Here is where you will identify the Budget Periods within the project period by selecting the +.

3. A budget period is the interval of time that a project is divided for budgeting and funding purposes. Typically, budget periods are established on an annual basis; however, in some cases, shorter or longer budget periods may be established for compelling programmatic or administrative reasons

4. When adding an additional budget period the start date auto-populates based on the previous periods end dates.

5. Technology Readiness Level (TRL): Technology Readiness Level (TRL) is a widely used indicator of development of a technology toward deployment. The Technology Readiness Levels section allows the applicant to capture the proposed technology readiness level at the beginning of the project and the end of the project. The expectation is that the project would advance, so the starting TRL must be lower than the ending TRL. A link is also available to view the definitions for each TRL.Can we let user know where to click? Definitions for each TRL is available by clicking the "View TRL Definitions" link  

Step 2: NOFO/NOTA: Full Application– Contact Information 

The Contact Information section is where you will enter the Business Point of Contact and Technical Point of Contact. Both POCs are pre-populated with the information from the Concept Paper but can be changed if the applicant chooses.
There are three different ways to add a point of contact:

Option 1 – Select add yourself as the point of contact link to add yourself as the POC. Selecting this option will populate your contact information that currently exists in the EERE Program Information Center.

Option 2- Search for existing users. After entering at least 3 letters, the search bar will drop down displaying results of registered users showing their first/last name, email, and organization. You may select from those results and the selected user's information will populate. If any information for that user is missing, you may use Manual Entry to complete the contact information. Note: When searching, please enter at least 3 letters of either the name or the email of the registered user you are searching for (do not include spaces).

Option 3 – Select Add Unregistered Contact. This option should be used if you want to invite a user who doesn't have an account in the system. This option displays when you search for a user and the user is not in the search results, meaning they do not have an account in the system. After clicking on Add Unregistered Contact, you will then manually enter the person's information.

After entering user information, click Save, and the Send Invitation link is enabled. Click on Send Invitation. This action sends the individual an email with a link to register in the system and access this application.

Once a contact is added, this application will now appear on this user's My Application page.
                                                                                                                                                                                                                   

Step 3: NOFO/NOTA: Full Application– Team Members

The Team Members section for the Full Application is the same as the Concept Paper and is where you will provide the organizations and individuals who will be participating in the project. This is another section where information entered carries forward from the Concept Paper.

In the Organizations section:

1. The Lead organization is listed by default. If you are adding additional organizations that will be participating in the project, you will need to edit the percent of project being performed by the lead organization as this defaults to 100%.

2. Additional organizations can be added by selecting Add Organization and either searching for an organization registered in the system or by manually adding an organization. To add an organization that is not in the system, you may select Add New and manually input the organization name.

3. The Project Role will need to be selected for each organization. Here you will indicate whether the organization is participating as a Sub-Recipient on the project or a Vendor. Also, the Percent of Project will need to be entered to provide each organization's expected contribution to the project. A Sub-Recipient is an organization that will share in the award with the Lead Organization. A Vendor is an organization that will provide materials or services to the Lead Organization.

4. If a registered organization is entered, the Organization Type will populate with information from SAM.gov The organization type will need to be manually selected if the organization is not in the system. An organization can also be deleted by clicking the delete icon on the right.

In the Key Participants section:

1. Add Key Participant by either searching for a registered user or manually adding in an unregistered contact.

2. Select the organization the individual is associated with by selecting from a drop down of the organizations that are added in the Organizations Section. At least one Key Participant is required for each organization, to include the lead organization.

Step 4: NOFO/NOTA: Full Application– Location of Work

The Location of Work section is where you will be entering the location(s) where work on the project will be performed.

1. When completing the section, you must click on the Add Locations of Work link. This will allow you to select an organization from those in the Team Members section, complete the address fields for that organization and enter the percentage of work that will be performed at the location for that organization. Please note that a 9-digit zip code is required. Multiple locations can be entered for a single organization.

2. Only the Lead Organization and added ones on the Team Members section will be available in the organization drop down.

If another organization needs to be added, it must be added on the Team Members section.

        3.The Primary Location for work must also be identified by selecting the check box under Primary Location.

Step 5: NOFO/NOTA: Full Application– Funds and Cost

The Funds and Costs section allows you to provide the proposed Federal and Non-Federal Share for each budget period of the proposed project. The budget periods displayed on the Funds and Costs section are those added in the General Details section. If you need to add or delete budget periods, please do so in the General Details section. The information entered here is pre-populated from the Concept Paper but can be edited.

1. The published announcement document will detail any specific cost share requirements.

2. The system will calculate the Total Estimated Costs and the Proposed Cost Share Percentage based on the entered Federal Share and Non-Federal Share.

3. To submit the Full Application, the requested Federal Share must be greater than $0 for each applicable budget period.

Step 6a: NOFO/NOTA: Full Application – Statement of Project Objectives (SOPO) 

Tasks to be performed

Provide a summary of the planned approach for this project and clearly articulate what work must be accomplished to execute the project scope to meet the established project objectives.

Tasks

1. Click on the "Add Task" action next to the corresponding Budget Period(s) for the application. Budget Period information is pulled from the General Details section. Any revisions to a Budget Period can be done on the General Details section.

2. Note: Each Budget Period must contain at least one Task.

3. Enter the Task Number and Title and click Save.

Upload Statement of Project Objectives

EERE provides a template which is available above the grid for download.

1. To download the SOPO template, click on SOPO Template. The document will then initiate a download to your computer.

Tasks entered manually in the SOPO Document should match exactly the tasks entered via the Full SOPO form in this section. This is because the tasks entered via the form are used in other places within the system such as the Budget Justification.

         2. Upload your completed SOPO by first noting the Allowed File Type(s) and selecting Upload Document.

         3. Only one document can be uploaded at a time, but the system allows for new versions of a document and to delete a document.

         4. In the pop-up, click Choose Document, select and Open the desired document stored on your computer.

         5. Click Upload.

         6. Select Save.

Step 7: NOFO/NOTA: Full Application– Budget Justification

Contractual

Any contractual work that is performed by a subrecipient, vendor, or FFRDC should be entered in the Contractual section as part of the total project budget, by budget period.

1. Choose the organization from the drop-down navigation menu. The lead organization is selected by default. Organizations displaying in the drop-down menu are those organizations entered in the Team Members section.

2. Add Sub-Recipient Line Item by clicking the plus sign. Type the organization name or select Add New. Enter the budget into the correct corresponding budget period for each sub-recipient, vendor, and/or FFRDC. Complete all fields for each line. Any sub-recipients added in the Team Members section will display in the Contractual section. Any changes made in this section will also reflect in the Team Members section.

3. Once the Sub-Recipient is added, choose Select Tasks to associate the sub-recipient to a task(s) from the tasks entered in the SOPO section.

4. You will be prompted to select the tasks associated with the Sub-Recipient and Budget Period.

5. Click Save to continue.

6. Repeat the same steps for any Vendors. For each Vendor with total project costs equal to or greater than $250,000 or that has 25% or more of the total project budget, a Vendor Quote must be provided.

FFRDCs

FFRDCs must submit a signed Field Work Proposal during award application. The award recipient may allow the FFRDC to provide this information directly to DOE, however project costs must also be provided.

1. Click on Add FFRDC Line Item and enter the Organization Name.

2. Click on Select Tasks to indicate the task that the vendor is relevant to.

3. Enter the Purpose and Basis of Cost along with the cost amount per Budget Period in the Budget Period columns. Use the scroll bar at the bottom of the table to enter data for additional Budget Periods.

4. Enter the Project Title, Project Start Date, and Project End Date.

5. Enter the Technical Point of Contact's First and Last Name and Email.

Supporting Documents

1. Upload any supporting documentation by first noting the allowed file types and selecting Upload Document.

   1. Upload Authorization from cognizant Contracting Officer for FFRDC

   2. Upload DOE Work Proposal for FFRDC, if applicable (see DOE O 412.1A, Attachment 3)

   3. Upload Vendor Quote

FFRDCs must submit a signed Field Work Proposal during award application. For each Vendor with total project costs equal to or greater than $250,000, or that has 25% or more of the total project budget, a Vendor Quote must be provided.

1. In the pop-up, click Choose Document, select, and Open the desired document stored on your computer.

2. Click Upload.

Additional Explanation

1. Provide any additional explanation as needed in the Additional Explanation (as needed) text box - complex calculations or rates that do not do not correspond to the categories should be described/provided in this section.

2. Click Save.

Upload Budget Justification

The Upload Budget Justification section lists the required documents to submit with the budget. These details as well as content requirements are also provided in the Announcement document. 

The lead organization is always required to upload a Budget Justification. Sub-recipients with total project costs equal to or greater than $250,000, or that has 25% or more of the total project budget, are required to upload a Budget Justification. 
For each document type, you will see the allowable file types (e.g. PDF, Excel, Word, etc.), any page limits, and if additional documents are allowed. If the Technology Office provided a template for a particular document the user can download it and use it to create their document.

At any time prior to submission the applicant can make changes to the uploaded document by selecting the Action icon (three dots). Here the user can edit or delete the document. If there are any changes, the applicant will need to re-upload the document. Uploaded documents are automatically saved to the application.

Step 8: NOFO/NOTA: Full Application – Upload documents

The Upload Documents section lists the required documents to submit the Full Application for review. Document requirements details, as well as content requirements, are also provided in the Announcement document.

 
There are three sections under which document types will be listed: Required, Conditionally Required, and Optional. Documents listed in the Required section must be uploaded in order to submit the Full Application. For each document type, you will see the allowable file types (e.g. PDF, Excel, Word, etc.), any page limits, and if additional documents are allowed. If the Technology Office provided a template for a particular document type, the user can download it and use it to create their document. Documents listed in the Conditionally Required section may be applicable depending on the project or applicant. It is the applicant's responsibility to know if a document is applicable to their project.

At any time prior to submission, the applicant can make changes to the uploaded document by selecting the Action icon (3 dots). Here the user can edit or delete the document. If there are any changes, the applicant will need to re-upload the document. Uploaded documents are automatically saved to the application. 

Step 9: NOFO/NOTA: Full Application – Submit Application

1. The Full Application can be submitted by selecting the Submit button at the bottom of the section.

1. Prior to submitting, the applicant should enable Show Validation Warnings (left bottom navigation wizard) to ensure all required elements have been completed and any errors have been corrected.

1. 1. If there are any validation errors on the application, the applicant will see the Needs Attention status indicator next to the applicable section and an orange text box will appear at the top of applicable sections with the fields that need attention.

1. Once all required fields are completed without validation errors, there are 2 confirmation check boxes:

   1. A check box indicating that the applicant agrees to the terms and conditions as described in the announcement document.

   2. A checkbox certifying that you are authorized to submit the application on behalf of your organization.

   3. Checking those boxes enables the Submit button.

1. After clicking the Submit button a pop-up confirmation window, titled Submit Full Application - Request Received, appears letting the submitted know that their request has been received and is being processed and that they will be notified when their submission request is completed.

A confirmation email is sent to the individual who started the application, the Authorized Organization Representative, the Point of Contact on the application, and the individual who submitted the application.


Upon submitting the Full Application, applicants are invited to take the submission survey through a pop-up window.

How Do I Contact EERE Program Information Center Helpdesk?

EPIC Help Portal