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Roles

Publish

The following users can publish announcements:

• Lab Calls: Announcement Manager
• NOFOs, NOTAs, NOIs, RFIs: Grants Officer (GO). Note: The GMS/CS should set aside adequate time the day they expect to receive the green light to verify announcement data.

How to Publish

Step 1: Publish in EPIC

Open the Announcement

• From the dashboard, select the Announcement menu and click Announcement Management.
• Click on your Announcement Title to open it.

Verify Team Members

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Confirm Topic Areas Meet Exchange Requirements (if applicable)

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• Topic Area Titles and Topic Area Descriptions must match the approved announcement document exactly.
• Confirm Topic Area Leads are accurate. Topic Area Leads listed in EPIC will be granted edit rights in Exchange.
• Technology Readiness Levels (TRL): The TRL values can vary across topic areas.
• Anticipated Cost Share: Cost share for each topic area must match the approved announcement document exactly.
• Eligible Applicants: Lab eligibility must match the approved announcement document exactly.

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• Submission Types: Submission types must match the approved announcement document exactly.
• Announcement Deadlines: All deadlines must match the approved announcement document exactly.

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• Verify all match the approved announcement document exactly.

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Review EPIC Fields for Consistency with Approved Announcement

• The GMS/CS and Grants Officer (for NOFOs) or the Announcement Manager (for Lab Calls) ensures the following EPIC pages match the approved announcement document. Once this data is pushed to Exchange for Merit Review, it is not editable.
  • Funding and Award Details page
  • Cost Share Summary page
  • Eligibility Summary page
  • Application & Submission Information Pages
  • Limitations & Other Information page
  • Evaluation & Selection Questions page
  • Review Criteria (all sub-pages)
  • Application Scoring (all sub-pages)

Business Clearance (if applicable) (NOFOs Only)

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Review Public-Facing Information

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• In the Announcement Documents box, select Edit/Upload Document. Note: The final announcement document must be a PDF.
  • Choose the approved document from your computer, set the Document Status to Approved, then click Upload/Save.

Add Other Publication Documents (if applicable)

• The Other Publication Documents section is reserved for documents that are informational, or which supplement the announcement and do not require action from the applicant (i.e., a teaming document). To upload, click the Edit/Upload Document link.

Webinar Details (if applicable)

• If a webinar is applicable to your announcement:
  • Click on the Webinar Details page in the left-hand navigation.
  • Confirm the Informational Webinar Link field contains the proper link (to include HTTP:// or HTTPS://).

Run Validations

• In the left-hand navigation, click the Show Validation Warnings drop down. Note, depending on the size of your screen, you may need to scroll down to see the expanded menu.
  • Choose the Publication radio button.
  • If EPIC identifies any validation errors, the page status will show an orange exclamation point on the left-hand navigation.
  • Click on each page with an orange exclamation point and review the warnings listed in orange. Correct the data, then click save to clear the validation.

EPIC Publication Checklist

• Verify the following items:
  • Topic Areas match the announcement document exactly.
  • All EPIC fields match approved announcement document.
  • The following items have been uploaded to the Document Library:
    • Approved FRD (NOFOs only)
    • Approved Announcement Overview or EE-1 approval email (NOFOs and Lab Calls only)
    • If Business Clearance is required, documentation of that review (NOFOs only)
  • Announcement Title and Announcement Description for Applicants are up to date and correct.
  • The Publication Green Light has been provided (N/A for Lab Calls).
  • The approved, PDF version of the announcement document has been uploaded on the Publish Page.
  • All publication validations are cleared.
  • When ready to publish, navigate back to the Publish page, select the three dots on the document line and select Publish Document.

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