eXCHANGE Applicant User Manual
Contents
1. FOA 3A TITLE FOA Description text CONTACT INFORMATION e xxx yyy zzz com Joe Smith Jr 1111111111 Point of Contact text SUBMISSION DEADLINES e Letter of Intent Submission Deadline 2 16 2011 5 00 PM e Full Application Submission Deadline 2 18 2011 5 00 PM DEMONSTRATION PROJECT FOR CONCENTRATING SOLAR TECHNOLOGIES DOE intends to issue a Funding Opportunity Announcement FOA to facilitate the demonstration of utility scale concentrating solar technologies which include Concentrating Solar Power CSP and Concentrating Photovoltaics CPV within the next 30 to 60 days The objective of the FOA is to enable advanced technologies to bridge the gap between system development and commercial deployment This FOA would support the demonstration of CSP and CPV technology at a sufficient scale to prove their readiness for utility scale power production Technologies and systems that successfully complete demonstrations under this program may be better positioned to secure financing from private sources for utility scale projects Figure 1 eXCHANGE homepage 2 2 Register Log in In order to apply to a FOA the applicant must create an account with EERE through eXCHANGE First navigate to the Funding Opportunities page by clicking the Funding Opportunity in the left navigation Once there click the Pegister ink in the left navigation in order to create an EERE account Provide the requested information as illustrated in Figure 2 RE2. To move to the next tab click on the tab name Save work by clicking the button Note The button will take the applicant back to the FOA details Please save information before returning to FOA or open FOA details in another window 4 1 General This tab lists information provided during the P re Application phase Please verify its accuracy before proceeding particularly the Abstract previously submitted 4 22 Team Members This tab lists information previously provided in the P re Application phase If an applicant wishes to add a new team member click the 52227527 Mente link Continue to add all team members by repeating the process before proceeding to the next tab An applicant may add multiple team members through this process As completed during Pre Application phase team member details for a new team member are to be filled out and saved by clicking the button Team Members Location s of Work Funds and Costs Contact Information Upload and Submit Please list each organization that you will be teamed with to perform the proposed research and development project The contact information for the lead technical point of contact at each organization is required Organization Mame Organization Type Point of Contact Percent Of Project Garage i B Add Mew Team Member Lead Organization Percent Effort 9296 Team Member Percent of Project 836 Total Percent Effort 100 Figure 16 Team Members Tab 4 3 Locati
3. 1 9 Estimate TRL the technology will reach at project end 2 9 Save and Continue Go To FOA Details Figure 12 TRL Tab 3 6 Upload and Submit Upload the Concept P aper Pre Application or other requested documentation in Adobe PDF format Include the assigned control number in the upper right hand corner within the document To make changes to the uploaded document prior to the submission deadline remove the existing flle and replace it with an updated version To upload the file click _Browse_ then select the file to be uploaded and click the button You can upload additional files by clicking the button Before submitting the P re Application documentation check the box certifying that the applicant has reviewed and agreed to the terms and conditions that are specific to each FOA have reviewed and agree to the following Terms and Conditions O By clicking the Submit button certify that am authorized to submit on behalf of Lead Figure 13 Sample Terms and Conditions Click to submit the Pre Application documentation A successful submission to the eXCHANGE Website is acknowledged by a message on the screen as well as by an automatically generated email notification containing the date time stamp of the submission to the applicant 14 Team Members Funds and Costs Contact Information Upload and Submit Please upload your submission in Adobe PDF format You must include your assigned control number in t
4. button here to create a new submission and provide the requested information as displayed in Figure 6 General General Information Submission Status New Project Title 250 Max Characters Abstract 4000 Max Please ensure that this Abstract matches Characters the Abstract in your main Full Application document Category Category 1 Sub Category Lead Organization Characters Organization Type Business lt 500 Employees Lead Organization Percent Effort 1 100 Yo Create Concept Paper Go To FOA Details Figure 6 General Registration for Pre Application At this stage the applicant will be assigned a control number to be used as reference for the duration of the specific FOA application process Click to complete the registration process After registering the applicant will be required to submit Pre Application documentation as outlined in the following section Note An applicant may submit multiple Pre Applications for the same FOA The applicant must register each Pre Application and eXCHANGE will assign each application a unique control number Note The default organization is Business lt 500 Employees Ensure the proper organization type is selected from the scroll down menu 3 Pre Application Documentation To submit Pre Application documentation the applicant must provide the requested information in the six tabs as outlined in this section and shown below in Figure 7 1 Ge
5. has been saved The application cannot be saved until all required fields have been entered As such refer to cost share percentage after saving and before submitting Note Please refer to the FOA for cost and period of performance constraints Team Members Location s of Work Funds and Costs Contact Information Upload and Submit Federal Share D OE in 81 000 000 000 whole dollars Mon federal Share in 250 000 000 whole dollars Proposed Cost Share 20 10 Percentage 1 certify that have reviewed the Funding Opportunity Announcement and the ARPA E Program Guide and this concept paper or full application is eligible for a reduced cost share obligation Total Projected Costs 1 250 000 000 Proposed Period of 20 Peformance months Figure 19 Funds and Costs Tab 4 5 Contact Information If either the Business or Technical Point of Contact changes the applicant revises this information on the Contact Information tab The Technical Point of Contact should be the principal investigator for the research amp development work to be performed Click to update revised information Team Members ocation s of Work Funds and Costs Contact Information TRL Upload and Submit Please provide one point of contact for both the Business Point of Contact as well as Technical Point of Contact The Technical Point of Contact should be the Principal Investigator for the research amp development work to be perform
6. EERE eXCHANGE User Guide EERE s Online Application Portal A Energy Efficiency amp Renewable Energy Department of Energy Updated J uly 6 2011 Table of Contents 1 Inoue EDD oiii aded Ern DOR EEUE ERR creer cree DERE Fn OE REN 3 1 1 WEOE NR 3 1 2 Application Process Overview cesssesmtustepvbrtim mir butu on E Fo ineronleetahbeunuteasiensubiensend Suboinetnteunaies 3 1 3 CECE MOI td Osea aera enden nc ni i ctu tuia a UU QUI oa ecard E INED MEM aed 4 Basic ITO DON aininn E TERREA HERI CHR EEM aiaia URL DV DEUX 5 2 eA CHANG E ROMG e T 5 2 2 Register LOg EE 5 2 3 PC COUN ERUIT TNR 2 4 Funding Opportunity Announcements FOAS eccsssesssssersssesesssssserssserersssereesssrerseseserseserererseses 2 5 My SUBMISSIONS sprosi ara anaa Aa ii 1 Pre Appiicabon DOCUMENTAUON cssnessuoibenenpdnnviaddfconadoan cod ACORY GRO 10 3 1 SIS MERERETUR 10 3 2 T Cm LUE 10 3 3 Funds and COSl P 12 3 4 SCC ne E E E E E re 12 3 5 Technology Readiness Level TRL sscssscsssssrsssssersssssssersssssersessersssssersesesersesasersrsevsersaverersaseten 13 3 6 OSGi eG SUDAN ae ARE E A TIR ERI DID TIVO RE 14 3 7 PCIE CNN WAU ON siecersrctetcutvasnnstescostinrsus suc dastveravsassnesntersuvaltuctdasastardateaieete et datan annie 15 3 8 OTST eI mmm 15 FUILABDIICQUOIS tassi ke RD EHE DU DecE Fa OR RR DOR Rr RE 16 4 1 COGUNT T Um 16 4 2 HB HSJE UE mms 16 4 3 Were iei LO
7. GISTRATION Email Your e mail address will be your login name Password Passwords must be between 6 and 15 characters long contain a lower case letter a d one of the following symbols D 5 96 amp Confirm Password Security Whatis your favorite pets name Question If you forget your password you wil be asked the secunty question you choose here ar specify below Security Answer Salutation First Name Last Name Country Address City State AP Phone Fax Organization Title DUNS Number required fields Figure 2 Applicant Registration Page Note t is imperative the applicant s email address is entered correctly please double check this address before completing the registration process Note A Dun and Bradstreet Data Universal Numbering System DUNS number is requested but not required Note Your e mail address will be your login name and passwords must be between 8 and 15 characters long contain a lower case letter a capital letter one number and contain one of the following symbols 90 amp _ To submit an application after registering the applicant must be logged in To log in click the Lesin ink which appears above the Pe8 ster ink in the left navigation User Name Email Address Password Forgot your Username Forgot your Password If you have login problems or any questions please con
8. HANGE account to access these comments By selecting the appropriate FOA area to which the applicant applied the applicant will then click on the My Submissions tab This tab takes the applicant to a summary screen of their submissions By clicking on the control number of the proposal the applicant arrives atthe Full Application detailed screen where each uploaded file appears Below that section as shown in Figure 24 appears a new section for Reviewer Comments FULL APPLICATION DETAILS FOR FOA 123456789 8789 1501 FOA for UAT Scripts Project Title FOA f r UAT Serna Prajeect Tile Abstract Share Submission Reviewers Comments Overall Rating Respond to Reviewers Comments Figure 24 Reviewer Comments and Response Screen If the applicant chooses to reply to the reviewer comments or submit additional or clarifying information EERE provides a four day window to submit replies in accordance with FOA guidelines Note Replies shall consist of not more than two pages of text and one of figures Each page shall be formatted to fit on 8 1 2 by 11 inch paper with type not smaller than 12 point except in figures and tables and margins not less than one inch The submission of other supporting materials along with the three page replies will not be considered for review Internet links to web sites or information cited in the responses will not be read or considered All responses must be written in English 22 Applicants can
9. N ONK ET E 17 4 4 miles E m 18 4 5 CORAL ATO TIN OT casco cd E CNN RN UT TAE LDCUN ESO P RU ODDS NEUE 18 4 6 Technology Readiness Level TR Elson bera on ra oda on POR DU VH DUE Y XT DH o 19 4 WscnEsnsrliog e 19 4 8 Required Information nennen 21 4 9 Sui nie MUT m 21 Response to Reviewer Comments usos enxroniviren nda d onore cO PR Yn GR Ec XR 22 Snare SUDMISSION csunsuspxinirinkic ini uda NRTA 24 Omer Informalol siae rtavih rw po vi Ria iE ERR YA RH TX Y c iln 26 1 Introduction 1 1 Welcome This document is a users guide for applying to Department of Energy DOE Energy Efficiency and Renewable Energy s EERE Funding Opportunity Announcements FOA through the eXCHANGE website The eXCHANGE website is the primary means to apply to EERE FOAs eXCHANGE facilitates the following Dissemination of FOA information Communicates details of FOAs Communicates answers to frequently asked questions related to EERE s Program and to specific FOAs Application for Funding Opportunities Enables funding applicants to register for specific FOAs Enables applicants to submit P re Application documentation and Full Applications L2 Application Process Overview The following are the major steps in the application process l Register on the eXCHANGE website provide contact information and establish a user account Establishing an account allows an applicant to mana
10. as well as by an automatically generated email notification containing the date time stamp to the applicant 20 4 8 Required Information If required information is outstanding or needs modification an explanation in red text will appear on the Upload and Submit tab These items must be corrected before the application can be successfully submitted for a FOA 49 Other Information Applications can be modified or deleted from the application process with the or button on the My Submissions tab After the application is submitted the applicant can replace previously uploaded Full Application documents by clicking the link under the Upload and Submit tab of the Full Application submission If the application does not need modification the application is complete Successful submittal of a Full Application will be specified on the Upload and Submit tab for the FOA Reference the My Submissions tab for a FOA to reference the status of an application The Leseut button in the top center and in the left navigation of all webpages logs the applicant out of eXCHANGE This ensures the security of the application and its contents 21 5 Response to Reviewer Comments Following the evaluation of Full Applications applicants will have the opportunity to read the comments of the proposal s reviewers EERE will notify applicants via email that reviewer comments are available on the eXCHANGE portal Applicants may then log in to their eXC
11. ation Delete MY SUBMISSIONS 0001 DEMONSTRATION PROJECT FOR CONCENTRATING SOLAR TECHNOLOGIES Below are you current submissions for Demonstration Project for Concentrating Solar Technologies Concept Paper Submissions Control Number Title Status Date Registered Lead Organization 0001 1502 Applicant Title 1 Review Complete 2 15 2011 Wio Delete 0001 1507 Concept Paper Title A 1 Review Complete 2 17 2011 pa 123456789 FOA FOR UAT SCRIPTS Below are you current submissions for FOA for UAT Scripts Concept Paper Submissions Control Number Title Status Date Registered Lead Organization 6789 1501 FOATorUAT Scripts Projectile inRevew 2 1872011 Full Application Submissions Control Number Title Status Date Registered Lead Organization 6789 1501 FOA for UAT Scripts Project Title Submitted Edits Allowed 2 18 2011 Edit gt Apply to a FOA Apply for an open FOA by selecting the FOA name and clicking Apply Selecta FOA Apply Figure 5 My Submissions page Applications can be modified or deleted from the application process with the Edit or Delete inks in the right column of the table Applicants are advised to use caution to avoid deleting submission materials accidentally To create a new submission from the My Submissions page Select the desired FOA from the drop down menu and click the Click the button as shown in the bottom of Figure 5 which will bring you to the Funding Opportunity homepage Click the
12. e applicant must complete the proposal and submit the Full Application by the deadline stated in revised FOA Await requests by EERE for clarification or additional information if EERE requires additional information or has questions regarding the Full Application the applicant will be notified via e mail Typically EERE will require applicant responses within four days of the e mailed request 7 Await final award decision EERE will announce its award decisions to the successful applicants via e mail followed by telephone calls 1 3 Contact Information Send questions regarding the website to EERE ExchangeSupport hq doe gov 2 Basic Information 2 1 eXCHANGE Home The eXCHANGE homepage displays the following Descriptions of EERE Funding Announcements including the most current Deadlines for registering and submitting Pre Application documentation and Full Applications A link to view details and apply to FOAs A link to FAQs Frequently Asked Questions Energy Efficiency amp Renewable Energy Funding Opportunity Exchange EERE Solar Funding Opportunity Exchange e Printable Version SHARE Funding Opportunity FUNDING OPPORTUNITY ANNOUNCEMENTS Funding Archive FOA FOR UAT SCRIPTS My Account Logout This is the foa used to write the uat test scripts Apply SUBMISSION DEADLINES FAQs e Concept Paper Submission Deadline 2 18 2011 5 00 PM e Full Application Submission Deadline 2 18 2011 5 00 PM
13. ed This information may be updated later prior to the registration date Technical Point of Contact Dr Joe Jones CEO joe joe garage com United States 72 comfield lane West Virginia 00000 3033333333 3033333333 Business Point of Contact Details Salutation First Name Last Name Figure 20 Contact Information Tab 4 6 Technology Readiness Level TRL If the applicant has reassessed the Technology Readiness Level TRL for either the current state of the proposed technology or the expected TRL at the end of the R amp D effort revisions are made to the TRL tab Team Members Location s of Work Funds and Costs Contact Information TRL Uplaad and Submit Please identify the Technology Readiness Level TRL for both the curent state of the proposed technology and the expected TRL at the end af your R amp D effort This information may be updated prior ta the submission deadline TRL 1 Basic principles observed and reported TRL 2 Technology concept and or application formulated TRL 3 Analytical and experimental critical function and or characteristic proof of concept TRL 4 Component and or breadboard validation in laboratory experiment TRL 5 Component and or breadboard validation in relevant environment TRL 8 System subsystem model or prototype demonstration in a relevant environment TRL System prototype demonstratio
14. ge submissions and provides the single point of contact between EERE and the applicant Note that multiple applications may be submitted within the same user account Review the FOA Develop Pre Application the FOA document and relevant details are found on the site The applicant should carefully consider this information when developing P re Application documentation Complete FOA Application Submit Pre Application documents the applicant should provide information requested in the FOA application such as General Information Team Members Funds and Costs Contact Information Technology Readiness Level TRL and other P re Application documents such as Concept P aper or Pre Application This information is required from the applicant in order to successfully submit Pre Application documentation The Pre Application documents must be submitted by the deadline stated in the FOA Await response for Full Application Stage the applicant should await a response from EERE Responses include encouraged discouraged or invited not invited to submit a Full Application The applicant should receive this response within 31 days of the Pre Application submission deadline stated in the FOA Develop the Full Proposal Submit the Full Application once the applicant has been notified by EERE that a full proposal and application is desired EERE will notify the applicant via e mail and will update the eXCHANGE web site with additional FOA documentation Th
15. he upper right hand corner of your submission Prior to the submission deadline if you decide to make changes to your submission you may remove your existing submissian and replace it with an updated version Concept Paper Registration Submission Cover file Please submit file as a pdf only Browse Upload Concept Paper Submission Cover File Additional Files No Additional Files were uploaded for this Submission Upload New Additional File Note Filenames must be 150 characters or less have reviewed and agree to the following Terms and Conditions By clicking the Submit button certify that am authorized to submit on behalf of Lead Clear Go To FOA Details Figure 14 Upload and Submit Tab 3 7 Required Information If required information is outstanding or needs modification an explanation in red text will appear on the Upload and Submit tab These items must be corrected before the application can be successfully Submitted fora FOA Submissions that fail to include required information will not be considered for review 3 8 Other Information Applications can be modified or deleted from the application process with the Egit or Belete button on the My Submissions fab After the application is submitted the applicant can replace previously uploaded files by clicking the Remove File link under the Upload and Submit tab If the application does not need modification the application is complete Successful sub
16. it with an updated version Detailed Budget Budget Justification EXE Test Document Namative EERE Test Document Additional Files Sample Image Edit Delete Upload New Additional File Mote Filenames must be 150 characters or less Iv have reviewed and agree to the following Terms and Conditions By submitting this application you are agreeing ta comply with the Departments terms and conditions By clicking the Submit button certify that am authorized to submit on behalf of Joe s Garage Submit Clear Go To FOA Details Figure 22 Upload and Submit Tab Before submitting the Full Application check the box certifying that the applicant has reviewed and agreed to the terms and conditions as follows Iv have reviewed and agree to the following Terms and Conditions By submitting this application you are agreeing to comply with the Departments terms and conditions vias dicking the Submit button certify that am authorized to submit on behalf of Joe s Garage Submit Go To FOA Details Figure 23 Sample Terms and Conditions Prior to submitting the Full Application the applicant should double check to ensure that all required documents have been selected to be uploaded When all information is complete and files attached the applicant should click to submit the Full Application A successful submission of a F ull Application to the eXCHANGE website is acknowledged by a message on the screen
17. mittal of Pre Application documents will be specified on the Upload and Submit tab for the FOA Reference the My Submissions tab for a FOA to reference the status of an application The Logout button in the left navigation logs the applicant out of eXCHANGE This ensures the security of the application and its contents 15 4 Full Applications To submit a Full Application and supporting information the applicant must provide the requested information in the seven tabs as outlined in this section and shown in Figure 15 1 General 2 Team Members 3 Location s of Work 4 Funds and Costs 5 Contact Information 6 TRL and 7 Upload and Submit The General Team Members Funds and Costs Contact Information and TRL tabs will already be populated from input provided during the P re Application phase FULL APPLICATION DETAILS FOR FOA ZDE FOA 00001111 General Team Members Location s of Work Funds and Costs Contact Infarmatian Upload and Submit Full Application General Info Submission Status Review Complete Control Number 1111 1501 Project Title CP2 The Proposal 250 Max Characters Abstract F000 Max Pjeaze ensure that this Abstract matches Characters fhe Abstract in your main Full Application document Lead Organization 150 Max Characters Organization Type Business lt 500 Employees Lead Organization Percent Effort 32 E 1 100 Figure 15 Full Application Details with General Tab Highlighted
18. n in an operational environment TRL 8 Actual system completed and qualified through test and demonstration TRL B Actual system proven through successful mission operations Amare detailed description of TRLs along with term definitions can be found here Current TRL of the proposed technology 1 9 Estimate TRL the technology will reach at project end 2 9 Figure 21 TRL Tab 4 7 Upload and Submit The full application submission requires multiple documents as defined in the FOA to be uploaded in Adobe PDF Microsoft PowerPoint or Microsoft Excel format Revisions to uploaded documents can be made prior to the submission deadline by removing the desired document and replacing it with an updated version 19 To upload the documents cic noame next to each description of the document then select the file to p l i be uploaded and click the hittan Thic nracace ic repeated until all fields are complete To Upload New Additional File upload additional files click the button General Team Members Location s of Work Funds and Costs Contact Information TRL Upload and Submit Please upload your submission in Adobe PDF Microsoft Excel or Microsoft PowerPoint format You must include your assigned control number in the upper right hand comer of your submission Prior to the submission deadline if you decide to make changes to your submission you may remove your existing submission and replace
19. neral 2 Team Members 3 Funds and Costs 4 Contact Information 5 TRL and 6 Upload and Submit General Team Members Funds and Costs Contact Information Ipload and Submit In order to register for a new concept paper you must first provide some basic information regarding your concept Please provide the requested information in the required fields in the following tabs in order to successfully register Once successfully registered you will be permitted to make changes to the provided information prior to the submission deadline Submission Status Mot Submitted Control Number 0207 1800 Project Title 250 Max Characters Abstract Abs t 4000 Max Please ensure that this Abstract matches Characters the Abstract in your main Full Application document Category Category 1 Sub Category SubCat Lead Organization Le ad 150 Max Characters i al al Business lt 500 Employees Lead Organization Percent Effort 1 100 100 a Es Figure 7 Pre Application documentation with General Tab highlighted To move to the nexttab click on the tab name Save work at any time by clicking the button Note The button will take the applicant back to the FOA details page Please save information before returning to FOA or open the FOA details page in another window 3 1 General The General tab lists information that the applicant already provided during the initial letter of intent for a particular FOA The abstract con
20. nouncement and the ARPA E Program Guide and this concept paper or full application is eligible far a reduced cost share obligation Total Projected Costs Proposed Period of Performance months Figure 10 Funds and Costs Tab 3 4 Contact Information Provide one Business Point of Contact as well as one Technical Point of Contact The Business Point of Contact should be the primary administrative contact of the lead organization The Technical Point of Contact should be the Principal Investigator for the research amp development work to be performed This information may be updated later prior to the submission deadline Click to move to the next tab 12 Figure 11 Contact Information Tab 35 Technology Readiness Level TRL Identify the Technology Readiness Level TRL for both the current state of the proposed technology and the expected TRL atthe end of the research and development effort This information may be updated prior to the submission deadline TRL levels are defined briefly as follows TRL 1 Basic principles observed and reported TRL 2 Technology concept and or application formulated TRL 3 Analytical and experimental critical function and or characteristic proof of concept TRL 4 Component and or breadboard validation in laboratory experiment TRL 5 Component and or breadboard validation in relevant environment TRL 6 System subsystem model or prototype demonstration in a releva
21. nt environment TRL 7 System prototype demonstration in an operational environment TRL 8 Actual system completed and qualified through test and demonstration TRL 9 Actual system proven through successful mission operations Specify current TRL of the proposed technology and the estimated TRL the technology will reach at project end on a 1 to 9 scale Click and continue to the next tab Funds and Costs Contact Information Upload and Submit Please identify the Technology Readiness Level TRL for both the current state of the proposed technology and the expected TRL at the end of your R amp D effort This information may be updated prior to the submission deadline e TRL 1 Basic principles observed and reported e TRL 2 Technology concept and or application formulated e IRL 3 Analytical and experimental critical function and or characteristic proof of concept e TRL 4 Component and or breadboard validation in laboratory experiment e IRL 5 Component and or breadboard validation in relevant environment e TRL 6 System subsystem model or prototype demonstration in a relevant environment e TRL System prototype demonstration in an operational environment e TRL 8 Actual system completed and qualified through test and demonstration e RL 9 Actual system proven through successful mission operations A more detailed description of TRLs along with term definitions can be found here Current TRL of the proposed technology
22. on s of Work This tab is unique to the Full Application process To add a work location click the button at the bottom of the page Shown in Figure 17 Applicants can add multiple locations but only one location can be designated as the primary location Then click the button and continue to the next tab An applicant may add multiple work locations through this process Team Members Location s of Work Funds and Costs Contact Information TRL Upload and Submit Where will the work in this project be performed Primary Location CEEEEENUCCHENENDLTNNNEN CO NN RN RN WV 00000 100 Edit Delete Other Locations No other locations Total Percentage 100 You can add multiple other locations Only one Primary Location can exist for this submission All percents must add up to 100 Figure 17 Location s of Work Tab 17 Location s of Work details are requested as follows LOCATIONS OF WORK Primary Location gt Check for Yes City State Alas ka Zip Percentage 1 100 Yo Figure 18 Location s of Work Details 44 Funds and Costs Applicants can revisit the Funds and Costs information provided in the Pre Application phase to make revisions during the Full Application phase Updates to total cost cost share and funds requested trom EERE can be made on the Funds and Costs tab as in Figure 19 Note Cost sharing percentage is not updated until application information
23. organization s percent of the FOA effort should not be included on the Team Members tab the percentage contributed by the lead organization was already indicated under the General tab Duplicating that percentage on the Team Members tab will result in double 11 counting and will generate an error when the applicant attempts to submit Pre Application documentation 3 3 Funds and Costs Within the Funds and Costs tab provide the requested financial information Provide projected total cost cost share and funds requested from EERE as in Figure 10 Note Cost sharing percentage is not updated until application information has been saved The application cannot be saved until all required field have been entered As such refer to cost share percentage after saving and before submitting Note Please refer to the FOA for cost and period of performance constraints Click the button and continue to the next tab Team Members Funds and Costs Contact Information Upload and Submit ARPA E requires applicants to contribute at least 20 of the total project cost Certain applicants may be eligible for a reduced cost share obligation Please refer to the Funding Opportunity Announcement and the ARPA E Program Guide for more information on ARPA E s cost share policy Federal Share DOE in whole dollars Non federal Share in whale dollars Proposed Cost Share Percentage n a certify that have reviewed the Funding Opportunity An
24. return to the eXCHANGE portal navigate as described above to the Reviewer Comments screen and upload a file by clicking on the Browse button to select the file as shown in Figure 25 Once identified the file is submitted by clicking the Upload link Respond to Reviewers Comments FO Browse Figure 25 Response to Reviewer Comments 23 6 Share Submission At any point in the application process applicants will have the opportunity to share their submission with additional contributors To do so applicants must log in to their eXCHANGE account and select the My Submissions ytton in the left navigation Applicants must then click the control number of the submission they wish to share which opens the P re Application page or Full Application page in a new window as shown in Figure 26 CONCEPT PAPER DETAILS FOR FOA DE FOA 00001111 1111 1507 Category Sub Category Lead Organization Organization Type Business 500 Employees Lead Organization Percent Effort 1 100 0 95 Team Members Ho Team Members Listed Federal Share DOE Non federal Share Proposed Cost Share Percentage Total Projected Costs Proposed Period of Performance months Technical Point of Contact Mo Tech POC Availablle Business Point of Contact a Mo Business POC Available Current TRL of the proposed technology 1 9 Estimate TRL the technology will reach at project end 2 9 Share Submission To allow others
25. ssion Users can also add a personal message to the individual with which they are sharing the submission as shown in Figure 28 ALLOW OTHERS TO EDIT THIS SUBMISSION 6789 1501 FOA for UAT Scripts Project Title The e mail address entered is for an existing eACHANGE user To share the submission permissions select confirm below Sharing a submission allows you to allow other individuals to view and edit this submission These indviduals are able to make changes to the submission and perform final submission All changes to the submission are logged with the individual making the change Upon entering an e mail address the system will determine if the user has already registered in eXCHANGE If they are not registered you may invite them via e mail and assign them once they have registered If you have questions about this process please contact CO hg doe gov Add New Submission Editor Message text Eere Applicant at eereApplicant test com would like to make you a contributor for a submission in the DOE ARPA E eXCHANGE System Please register at http eere arpae info Registration aspx and notify eereApplicant test com to be assigned to the submission Add a personal message below Figure 28 Send Message to New Share 25 7 Other Information The Logout ink in left navigation logs the applicant out of eXCHANGE This ensures the security of the application and its contents After 25 minutes of inactivity the system will automa
26. tact ExchangeHelp hq doe gov Figure 3 Log in Page 2 3 Account Once logged in the applicant may update account information by clicking the My Account ink in the left Update navigation To update information provide the requested information and click the ELE button From this page the applicant may also change passwords by clicking the button and providing the requested information MY ACCOUNT User Name Salutation First Name Last Name Country Address City Province Region AP Phone Fax Organization Title DUNS Number Change Password Figure 4 Account Details page 2 4 Funding Opportunity Announcements FOAs The details of a FOA appear on the Funding Opportunity page which can be accessed by clicking the link in left navigation The FOA overview outlines the following Funding Opportunity Announcement title Description of the funding opportunity Required application documents which can be viewed by clicking the View Required lication Documents link Contact information for the FOA Submission Deadlines To apply to the FOA click the button in the top right of the desired FOA 2 5 My Submissions To view submissions click the My Submissions ink in the leftnavigation My Submissions will list the applicants submission s to all FOAs within the system The My Submissions tab outlines Control number Title Status Date registered Lead organization E dit Start Full Applic
27. tained in this tab illustrated in Figure 7 above is the same information the applicant entered as previously shown in Figure 6 32 Team Members To add a team member click the dc New Team Member ink Then click the button and continue to the next tab An applicant may add multiple team members through this process 10 Team Members Funds and Costs Contact Information Upload and Submit Please list each organization that you will be teamed with to perform the proposed research and development project The contact information for the lead technical point of contact at each organization is required Team Members have not been assigned to this submission Add New Team Member Lead Organization Percent Effort 10096 Team Member Percent of Project 0 Total Percent Effort 100 Figure 8 Team Members Tab Team Member Details are requested as follows TEAM MEMBER DETAILS Organization Name NEM Organization Type Business 500 Employees r Estimated Percent of Project a E La Details l Salutation First Name Last Hane Title Email Country Address City ZIP Phone Fax Comments KRABB CISIY Q xx EE FI E B ruguse7 A e Figure 9 Team Member Information Provide the requested information before clicking the button Note The default organization is Business lt 500 Employees Ensure the proper organization type is selected from the scroll down menu Note The lead
28. tically warn users that they will be logged out of the system in 5 more minutes please click frequently to avoid losing your work This document will be amended as eXCHANGE evolves so your comments are welcomed and appreciated 26
29. to edit this submission select share submission Share Submission Figure 26 Response to Reviewer Comments At the bottom of this page applicants must click the button which opens the Submission Share page as in Figure 27 ALLOW OTHERS TO EDIT THIS SUBMISSION 6789 1501 FOA for UAT Scripts Project Title Sharing a submission allows you to allow other individuals to view and edit this submission These indviduals are able to make changes to the submission and perform final submission All changes to the submission are logged with the individual making the change Upon entering an e mail address the system will determine if the user has already registered in eXCHANGE If they are not registered you may invite them via e mail and assign them once they have registered If you have questions about this process please contact Existing users who can edit the submission Add New Submission Editor Please provide the user email Cancel Figure 27 Submission Share 24 Here applicants can view their existing shares and add new shares To add a new Share the applicant must enter the email address of the individual with which they wish to share in the ea field and click the button If the user is already registered in eXCHANGE users will be prompted to their new share If the user is not registered in eXCHANGE users will be given the option to send an automated email inviting the user to join eXCHANGE and view their submi
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