These resources are helpful in understanding the financial opportunities process. For the forms on this page, you will need Adobe Acrobat to read the PDFs. Make sure your software version is the most current for the best viewing experience.
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Submit Quarterly Reports Project Management Center (PMC) Submit Quarterly Reports for Weatherization Awards Performance and Accountability for Grants in Energy (PAGE) Request Payment ACH or ASAP (see the payment provision of your Special Terms and Conditions for details) View Award Documents & Acknowledge Mods FedConnect Upload Environmental Questionnaire (NEPA) Project Management Center (PMC) Submit Final Technical Report Office of Scientific and Technical Information (OSTI) E-Link Search for Funding Opportunities CMEI Exchange or Grants.gov - DOE Financial Assistance Regulations (2 CFR 200)
- DOE Financial Assistance Regulations addendum (2 CFR 910)
- Cost Principles
- For-profit Organizations (FAR 31.2) and select non-profit entities (see list here)
- All other entities
- National Policy Assurances
- NSF Intellectual Property Provisions
- Federal Acquisition Requirements (FAR)
- Department of Energy Acquisition Regulation (DEAR)
- State Energy Program Regulations (10 CFR 420)
- Weatherization Assistance for Low Income Persons Regulations (10 CFR 440)
Pre-Award
For all templates and guidance related to pre-award, including applying for and negotiating an award with CMEI.
- DOE Guide to Financial Assistance
- DOE Merit Review Guide
- CMEI Exchange - Application requirements specific to each FOA
- FedConnect Ready, Set, Go! Tutorial
- Guide for Submission of Unsolicited Proposals
- Application for Federal Assistance (SF-424)*
- Disclosure of Lobbying Activities (SF-LLL)*
- Environmental Questionnaire
*Note: Fillable PDFs may result in an error when opening within a browser. If an error is encountered, download the PDF, open Adobe, and open the file directly from Adobe.
Award & Project Management
For templates and guidance related to award management & project reporting.
These are forms related to Government Accounting Standards (GAS) and the requirements for an adequate accounting system, general audit types applied to Federal awards, and a sample format for the development of indirect cost billing rates. They are used as part of CMEI's financial oversight process and include:
- Accounting System Requirements (see document below)
- Comparison of Audit Types (see document below)
- Sample Indirect Rate Proposal (Pre-Award): In order to ensure the Government only pays their fair share of overhead expenses, if there is a separate allocation of indirect cost billing rates, and there is no current Federal Rate Agreement, an indirect rate proposal (IRP) must be provided in support of the indirect costs proposed; and each year an incurred cost proposal (ICP) must be provided to reconcile indirect cost billing rates. The sample document provides for the DCAA “ICE” model (ICP), a Single Rate IRP, and a Two Rate IRP (see document below)
Other Key References:
- Cost Allowability Items: Reference 2 CFR Part 200, Section E (Nonprofits and State/Local Entities) and FAR Part 31.2 (For-Profit Entities)
- DOE’s Cognizant Audit Agency - the Defense Contract Audit Agency (DCAA): Reference Audit Process Overview and the and Incurred Cost Electronically (ICE) Model
- Vendor Invoicing Portal (ACH)
- Automated Standard Application for Payments (ASAP)
- Request for Reimbursement (SF-270)*
*Note: Fillable PDFs may result in an error when opening within a browser. If an error is encountered, download the PDF, open Adobe, and open the file directly from Adobe.
- Federal Financial Report (SF-425)*
- Intellectual Property Reporting (iEdison)
- Tangible Personal Property Report (SF-428)*
- CMEI-Branded Publications Developed by Third Parties
*Note: Fillable PDFs may result in an error when opening within a browser. If an error is encountered, download the PDF, open Adobe, and open the file directly from Adobe
Closeout & Post-Project
For templates and guidance related to the closeout of an award and post-project reporting requirements.
Deliverable
Closeout
Post-Project
Final Scientific/Technical Report X Invention Certification (DOE F 2050.11) X Tangible Personal Property Report Suite: -- -- *SF-428 X X *SF-428B X *SF-428C X *SF-428S X X Accepted Manuscript of Journal Article(s) X X Conference Product(s) X X Intellectual Property Reporting X Invention Utilization Report X If you do not see the resources you are looking for, refer to the Award and Project Management: Reporting section above.
- Federal Financial Report (SF-425)*
- Intellectual Property Reporting (iEdison)
- Invention Utilization Report
- Tangible Personal Property Report (SF-428)*
- CMEI-Branded Publications Developed by Third Parties
*Note: Fillable PDFs may result in an error when opening within a browser. If an error is encountered, download the PDF, open Adobe, and open the file directly from Adobe.
NOTE: Due to its dynamic features, the Invention Certification for Federal Award Form template must be opened using Adobe software, not your web browser. If you have problems, please email KnowledgeHub@ee.doe.gov.
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