Teaming Partner List

This outlines how to create a Teaming Partner List and link it to a Notice of Intent (NOI) and/or a Notice of Funding Opportunity (NOFO) in EPIC. It also explains how to edit or approve partner entries. 

Step-by-step guide on Creating a Team Partner List

1. After logging into EPIC, click the Announcement menu and select Announcement Management
2. Select Create Announcement
3. Select TPL (Teaming Partner List) in the Announcement Type drop down menu.  Fill out the remaining required fields.  A related Announcement Table will populate where you can select the correct Announcement associated with your Teaming Partner List
4. Once you Save the TPL, the system will take you to the Basic Information page on the Announcement Planning tab
5. Navigate to the Points of Contact page, where you can add additional Team members (i.e. Announcement Manager Back-Up, Announcement Editor, Grants Officer, Grants Management Specialist/Contract Specialist (GMS/CS)
6. Select the Announcement Development tab and enter the Announcement Description and the Announcement Details page
7. Select the Publish page for the left-hand navigation

8. In the Announcement Documents section that appears: Click Edit/Upload Document button to upload a short (1-2 page) word document with:

   a. A list of the topic names, as they appear in the NOI and/or NOFO. If desired, you can include a very brief description of each topic.

   b. Instructions for the potential partner on how to submit requests when the user is interested in more than one topic area (i.e., include all relevant topic areas in one request or submit more than one request for each topic area).

   c. The preferred format of the topic area that the user should enter (i.e., ‘Topic Area 1’ vs. TA1).

   d. When potential partners add themselves to the teaming list later, they need to enter which topic area they are interested in partnering on, so this document provides that context.

   • Title this document “Topic Information”.

   • IMPORTANT: To avoid version control issues later, do NOT upload the full NOI or full NOFO.

    
9. Once the approved Topic Information document is uploaded, the GO or GMS/ CS can log into EPIC and Publish the Teaming Partner List

Step-by-step guide on Publishing Teaming Partner List

1. Once the Announcement Manager has completed the Teaming Partner List it is time for the GO or GMS/CS to publish the list

2. After logging into EPIC, the GO or GMS/CS selects Announcement Management using the Announcement drop down

3. Select the applicable TPL from the Announcement List
4. From the Announcement Details page, select the Publish page from the left-hand navigation
5. Once on the Publish Page, review the Announcement Documents. If ready, the GO or GMS/CS can select the three dots next to the document version and select “Publish”
6. Once published, the Teaming Partner List will be available on the Opportunities page under the Announcement drop down.

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