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If a Letter of Intent is applicable to an announcement, this will be the first submission type to complete when applying to an opportunity.
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The first section, Basic Applicant Information, contains the following:

  • Applicant Initiator: Pre-populated with the user who started the application and is read-only.
  • Project Title: This is the unique title for the proposed project, which is populated with the Project Title that was entered in the Apply to Opportunity pop-up window but can be edited.
  • Organization Name: Lists the Lead Organization of the application and is read-only.
  • Organization Type: Provides the type of organization as displayed in the Organization profile and is provided from Sam.gov.

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  1. 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.
  1. Option 2- Search for existing users. After entering at least 3 letters, the search bar will drop down with potential results of users showing their first/last name, email, and organization or Manual Entry. If Manual Entry is selected, the user's information will need to be entered manually.
  1. 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.
    1. After entering user information if applicable, click Save, and the Send Invitation link is enabled. This action sends the individual an email with a link to register in the system and access this application.

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  1. The Lead organization is listed by default. You will need to select the percent of project being performed by the lead organization.
  1. 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.
    1. To add an organization that is not in the system, you may select Add New and manually input the organization name.
  1. 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.
    1. A Sub-Recipient is an organization that will share in the award with the Lead Organization.
    2. A Vendor is an organization that will provide materials or services to the Lead Organization.
  1. If a registered organization is entered, the Organization Type will populate with information from SAM.gov.
    1. The organization type will need to be manually selected if the organization is not in the system.
    2. An organization can also be deleted by clicking the delete icon on the right.

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

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  1. If By Upload is selected, the user can upload a document by clicking the Upload Document link. Only one file can be uploaded. Once you have uploaded a document, you will see the Action icon (three dots) to either edit or delete the document.

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  1. Prior to submitting, the applicant should enable Show Validation Warnings (left bottom page wizard) to ensure all required elements have been completed and any errors have been corrected.
    1. If there are any validation errors on the application, the applicant will see the Needs Attention status indicator next to the applicable page and an orange text box will appear at the top of applicable pages 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 Letter of Intent - 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.

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