These resources are helpful in understanding the financial opportunities process.
Quick Links
If you want to… |
Then visit… |
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Submit Quarterly Reports |
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Submit Quarterly Reports for Weatherization Awards |
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Request Payment |
ACH or ASAP (see the payment provision of your Special Terms and Conditions for details) |
View Award Documents & Acknowledge Mods |
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Upload Environmental Questionnaire (NEPA) |
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Submit Final Technical Report |
Office of Scientific and Technical Information (OSTI) E-Link |
Search for Funding Opportunities |
Forms
- Application Forms
- See EERE Exchange for application requirements specific to each FOA
- Guide for Submission of Unsolicited Proposals
- Negotiation Forms
- Disclosure of Lobbying Activities
- Pre-Award Information Sheet, EERE 305
- Statement of Project Objectives (SOPO), EERE 303
- Environmental Questionnaire – Submit this by using the online form on the NEPA website
- Budget Justification (3BPs), EERE 335
- Budget Justification (5BPs), EERE 335.1
- Application for Financial Assistance, SF-424
- Certification and Assurances for use with the SF-424
- Data Management Plan – No specific template, but follow the guidelines in this file
- Intellectual Property Management Plan – No specific template, but follow the guidelines in this file
- Petition for Advance Waiver of Patent Rights Under 10 CFR Part 784
- Petition for Waiver to Contractor of Govt. to an Identified Invention
- Indirect Rate and Audit Forms
- Quarterly and Annual Reports
- Federal Financial Report, SF-425
- Instructions to the Federal Financial Report
- Research Performance and Progress Report (RPPR-1)
- Request for Reimbursement, SF-270
- Invention Utilization Report, EERE 356
- Intellectual Property Reporting (iEdison)
- U.S. Manufacturing Report, EERE 358
- Reporting Addendum, EERE 359
- Federally-Owned Property Report, SF-428A
- Closeout Forms
- Federal Financial Report, SF-425
- Instructions to the Federal Financial Report
- Property Forms, SF-428 Suite
- Patent Certification (DOE F2050.11)
- Patent Certification Instructions and Example
- Final Technical Report – There is no specific template for this form, but when your report is complete, upload to OSTI E-Link
Award Package
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Model Cooperative Agreement. This file consists of the following documents:
- Assistance Agreement
- Statement of Project Objectives (SOPO)
- Federal Assistance Reporting Checklist (FARC)
- Special Terms and Conditions
- Intellectual Property provisions
- Budget (SF-424A)
Please note that the documents listed above can vary significantly depending on the award and performing organization.
Guidance
- Recipient's Guide to Negotiation with EERE.
- DOE Guide to Financial Assistance
- DOE Merit Review Guide
- FedConnect Ready, Set Go! Tutorial
- Technology Readiness Levels (TRLs)
- Generally Unallowable Costs
- Catalog of Federal Domestic Assistance Numbers (CFDA)
Regulations
- 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)
Legacy Guidance and Regulations
These documents are relevant to funding that was provided in the past, but is not currently being offered. They are kept for the reference of recipients of those funds, and for the EERE staff who manage those agreements.