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Industry, Academia, Non-Profit, Government Affiliation

The Industry, Academia, Non-Profit, Federal / State /Local Government affiliation is for individuals associated with a commercial or government organization that is not associated with DOE, such as the Dept. of Transportation, IBM, or George Mason University. To register with this account affiliation, the organization must be registered in SAM.gov. Associated roles for this affiliation are listed below. 

Authorized Organization representative (AOR)

  • Description: If you are an AOR, you will see the role automatically selected on the screen based on the organization’s POCs in SAM.gov. If you are not an AOR, you will not see that role listed. In addition to managing user accounts and role requests, an AOR can also view all in-process and submitted applications from their organization, as well as start, edit, and submit applications.

  • Approver: This role is automatically approved upon the completion of registration.

Account Administrator (AA)

  • Description: Select the AA role if your responsibilities include managing user account and role requests for your organization. The AA role cannot create new applications or view other applications from their organization.

  • Approver:  AOR or another AA

Business Point of Contact (POC)

  • Description: Select the Business Point of Contact (POC) role to create new applications in response to open opportunities. Additionally, you can view, edit, and/or submit applications to which you are assigned, on behalf of your organization. Typically, the Business POC role is provided to the person responsible for the administrative aspects of an application.

  • Approver:  AOR or AA

Technical Point of Contact (POC)

  • Description: Select the Technical POC role to create new applications in response to open opportunities. Additionally, you can view, edit, and/or submit applications to which you are assigned, on behalf of your organization. Typically, the Technical POC role is provided to the Principal Investigator associated with the proposed project.

  • Approver:  AOR or AA

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DOE Federal Funded Research Centers (FFRDC) Affiliation

The DOE Federally Funded Research and Development Center (FFRDC) affiliation is for users associated with one of the DOE National Labs such as Ames Laboratory, or Livermore National Laboratory. Users who are affiliated with the National Energy Technology Laboratory (NETL) and will be applying to opportunities should use this affiliation as well. An AOR designated by DOE, or an AA, is required to approve your account request. Associated roles for this affiliation are listed below.
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titleDESCRIPTION

This guide helps you understand the different roles available and how they enable you to manage applications, user accounts, and organizational processes. Selecting the right role is crucial for efficient workflow within the system.

Authorized Organization representative (AOR)

  • Description: If you are an AOR,

you will see that role automatically selected on the screen based on

  • the system automatically recognizes this role based on your organization’s Points of Contact (POCs) in SAM.gov or the list of FFRDC AORs established in the system. If you are not an AOR, you will not see that role listed. In addition to managing user accounts and role requests, an AOR can also view all in-process and submitted applications from their organization, as well as start, edit, and submit

all application types

  • applications.

  • Approver: This role is automatically approved upon the completion of registration.

Account Administrator (AA)

  • Description: Select the AA role if your responsibilities include managing user

accounts

  • account and role requests for your organization. The AA role cannot create new applications or view other applications from their organization.

  • Approver:  AOR or another AA

Business Point of Contact (POC)

  • Description: Select the Business Point of Contact (POC) role to create new applications in response to open opportunities. Additionally, you can view, edit, and/or submit applications to which you are assigned, on behalf of your organization.

Typically, the Business POC

  • This role is

provided

  • typically given to the person responsible for the administrative

aspects

  • details of an application.

  • Approver:  AOR or AA

 Technical

Technical Point of Contact (POC)

  • Description: Select the Technical POC role to create new applications in response to open opportunities. Additionally, you can view, edit, and/or submit applications to which you are assigned, on behalf of your organization.

Typically, the Technical POC

  • This role is

provided

  • typically assigned to the Principal Investigator associated with the proposed project.

  • Approver:  AOR or AA

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#e7f6f8

pushpin Individual Account Affiliation

The Individual account affiliation is for users representing their own organization, such as a self-employed individual applying to opportunities. An individual registrant does not have an AOR or AA approval step and accounts are automatically approved. Associated roles for this affiliation are listed below.

Independent Principal Investigator (PI)

  • Description: Select the PI role if you are not associated with any organization to view open announcements and apply where Independent PIs are eligible. PIs can also be Technical and Business POC for their applications and projects.

  • Approver: Automatically approved upon request submission

Independent Reviewer

  • Description: Select the Independent Reviewer role if you are not associated with any organization

to be

  • but want to contribute your expertise. This role allows you to become certified in specific areas

of expertise

  • and participate in merit and peer reviews

as reviewer

  • . 

    **

Note that at this time

  • Important Note: Currently, merit review activities

will remain

  • still take place in eXCHANGE.

So

  • Therefore,

reviewers

  • you must maintain

their

  • your eXCHANGE

accounts

  • account to perform

this activity

  • these review activities.

  • Approver: Automatically approved upon request submission

Shared Access

Users may also be granted application access from team members working on an application

:

.

If granted
  • General Application Access
, you have
  • : You gain unrestricted access to an application. Additionally, users with General Application Access
users may also
  • have the ability to grant General Application Access or Organization-Specific Access to other users.
  • Organization-Specific Access
grants users
  • : You gain access to the application’s Budget Justification that is
associated with the specific
  • specifically tied to your organization. Users with Organization-Specific Access can also grant Organization-Specific Access to other users within their organization.

Overview of role actions for

System

system

Organizational RoleApprove AccountsCreate Applications
AORcheck mark check mark 
AAcheck mark multiplication sign 
Business POCmultiplication sign check mark 
Technical POCmultiplication sign check mark 

Overview of

Role

role actions for a specific application

RoleEditShare with OthersSubmit
AOR for Organizationcheck markcheck markcheck mark
Application Initiatorcheck markcheck markcheck mark
Business POC on Applicationcheck markcheck markcheck mark
Shared User with Full Application Accesscheck markcheck markcheck mark
Shared User with Organization-Specific Accesscheck markcheck markmultiplication sign



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