1 Introduction
Within the PAMS application, Renewal Proposal Products (RPP) are submitted by the External applicant after a Renewal proposal has been submitted through Grants.gov and assigned to a Program Manager (PM) in PAMS. RPP include all products created during a project period, such as: inventions, patents, books, articles, conference papers, etc.
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The purpose of this document is to provide step-by-step instructions for users to follow to complete the Submit Renewal Proposal Products task.
2 Prerequisites
Before RPP can be submitted, the following criteria must be met:
- A Renewal proposal has been submitted for a Non-SBIR or Non-National Lab award.
- The Renewal proposal has been assigned to a PM.
- The PI has received an email notification requesting that RPP be submitted.
3 Renewal Proposal Products
These steps follow the workflow from accessing the task to completing and submitting the RPP.
3.1 Accessing a Renewal Proposal Products Task
Use the following steps to access your Renewal Proposal Products task.
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1. PAMS will send an email notification to the PI indicating that the RPP task has been created (Figure 1). Follow the Portfolio Analysis and Management System (PAMS) link provided in the email. OR Log in to the PAMS External website at https://pamspublic.science.energy.gov.
Figure 1. Request for Renewal Proposal Products Email – PI Has an Existing PAMS Account
- Once you are logged in to PAMS, navigate to the Tasks tab > Pending Tasks – List page (Figure 2).
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From any PAMS page, click the Renewal Proposal Products link in the left navigation menu to go to the Renewal Proposal Products – List page (Figure 3).
Figure 2. Pending Tasks – List Page, Submit Renewal Proposal Products, Start Renewal Products
Figure 3. Renewal Proposal Products – List Page, Start Renewal Proposal Products
3. From either List page, find the Submit Renewal Proposal Products task you want to complete and click Start Renewal Products in the Options column. If necessary, click the Search link on the right above the grid to find a specific Submit Renewal Proposal Products task to work on.
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1. If the PI does not have an External PAMS account, PAMS will send an email notification to the PI indicating that the task has been created, and provide a registration link and code (Figure 4). Click the I do not have a PAMS account
Figure 4. Request for Renewal Proposal Products Email – PI Does Not Have an Existing Account
2. Enter the registration code on the Verify Registration Code page, and click Verify (Figure 5).
Figure 5. Verify Registration Code Page
3. Complete the account creation process. (Step-by-step instructions for account creation can be found in the External User – Create Account training module.)
4. Begin at Step 2 in section 1.1 Existing Account to access the RPP task after creating the account.
3.2 Completing the Cover Page
Use the following steps to complete the Cover Page section of the Renewal Proposal Products task.
- The Cover Page is always “Marked as Complete” because it is prepopulated with information from the award. Enter the Recipient Award Identification Number in the provided field (Figure 6), and click Save and Continue in the bottom right corner to go to the next section.
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Figure 6. Renewal Proposal Products – Cover Page
2. Click Update in the Options column on the Renewal Proposal Products – Status page to edit any section.
Figure 7. Renewal Proposal Products – Status Page – Renewal Proposal Products Status Section
3.3 Completing the Products Section
Use the following steps to update the Products section of the RPP.
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2. To add a new product under a section, click the appropriate Add product link above the section’s grid.
Figure 8. Renewal Proposal Products – Products Section
3. To update, delete, or view an existing product, click the Actions/Views link in the Options column for that product (Figure 9).
Figure 9. Renewal Proposal Products – Other Products – Actions/Views Context Menu
3.3.1 Adding Publications
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1. Click the Add New Publication link under the Publications section header (Figure 8) to go to the Renewal Proposal Products – Add New Publication page (Figure 10).
Figure 10. Renewal Proposal Products – Add New Publication Page
2. Click the Select One dropdown arrow in the Publication section’s Type field, and select the kind of publication you want to add.
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Refer to the table below to complete the form to add a Journal Article to your RPP.
Figure 11. Renewal Proposal Products – Add New Publication – Journal Article
Journal Article – Required Fields
| Element | Description |
|---|---|
| Article Title Field | Fill with the required information. |
| Author Field | Fill with the required information. |
| Journal Field | Fill with the required information. |
| Journal Peer Reviewed? | Select the Yes or No radio button |
| Publication Status | Select a status from the dropdown. |
| Acknowledgement of DOE Support? | Select the Yes or No radio button |
| Save and Continue Button | Click this button to return to the Renewal Proposal Products – Products page. A Success message informs you that the article was added successfully. |
3.3.1.2 Add Book
Refer to the table below to complete the form to add a Book to your RPP.
Figure 12. Renewal Proposal Products – Add New Publication – Book
Book – Required Fields
| Element | Description |
|---|---|
Book Title Field | Fill with the required information. |
Author(s) Field | Fill with the required information. |
Publication Status Field | Select a status from the dropdown. If the status is “Other”, please specify in the field provided. |
Book Publisher Field | Fill with the required information. |
Book Peer Reviewed? | Select the Yes or No radio button. |
Acknowledgement of DOE Support? | Select the Yes or No radio button. |
| Save and Continue Button | Click this button to return to the Renewal Proposal Products – Products page. A Success message informs you that the book was added successfully. |
3.3.1.3 Add Book Chapter
Refer to the table below to complete the form to add a Book Chapter to your RPP.
Figure 13. Renewal Proposal Products – Add New Publication – Book Chapter
Book Chapter – Required Fields
| Element | Description |
|---|---|
| Chapter Title Field | Fill with the required information. |
| Author(s) Field | Fill with the required information. |
| Book Title Field | Fill with the required information. |
| Publication Status Field | Select a status from the dropdown. |
| Book Publisher Field | Fill with the required information. |
| Chapter Peer Reviewed? | Select the Yes or No radio button. |
| Acknowledgement of DOE Support? | Select the Yes or No radio button. |
| Save and Continue Button | Click this button to return to the Renewal Proposal Products – Products page. A Success message informs you that the book chapter was added successfully. |
3.3.1.4 Add Thesis/Dissertation
Refer to the table below to complete the form to add a Thesis/Dissertation to your RPP.
Figure 14. Renewal Proposal Products – Add New Publication – Thesis/Dissertation
Thesis/Dissertation – Required Fields
| Element | Description |
|---|---|
| TItle Field | Fill with the required information. |
| Author(s) Field | Fill with the required information. |
| Institution Field | Fill with the required information. |
| Acknowledgement of DOE Support? | Select the Yes or No radio button. |
| Save and Continue Button | Click this button to return to the Renewal Proposal Products – Products page. A Success message informs you that the thesis/dissertation was added successfully. |
3.3.1.5 Add Conference Paper/Presentation
Refer to the table below to complete the form to add a Conference Paper/Presentation to your RPP.
Figure 15. Renewal Proposal Products – Add New Publication – Conference Paper/Presentation
Conference Paper/Presentation – Required Fields
| Element | Description |
|---|---|
| Paper TItle Field | Fill with the required information. |
| Author(s) Field | Fill with the required information. |
| Book TItle Field | Fill with the required information. |
| Conference Name Field | Fill with the required information. |
| Conference Location Field | Fill with the required information. |
| Conference Date Field | Fill with the required information. |
| Publication Status Field | Select a status from the dropdown. If the status is “Other”, please specify in the field provided. |
| Acknowledgement of DOE Support? | Select the Yes or No radio button. |
| Save and Continue Button | Click this button to return to the Renewal Proposal Products – Products page. A Success message informs you that the conference paper/presentation was added successfully. |
3.3.1.6 Add Website
Refer to the table below to complete the form to add a Website to your RPP.
Figure 16. Renewal Proposal Products – Add New Publication – Website
Website – Required Fields
| Element | Description |
|---|---|
| Title Field | Fill with the required information. |
| URL Field | Fill with the Web Address. |
| Save and Continue Button | Click this button to return to the Renewal Proposal Products – Products page. A Success message informs you that the Website was added successfully. |
3.3.1.7 Add Other Publication
Refer to the table below to complete the form to add an Other Publication to your RPP.
Figure 17. Renewal Proposal Products – Add New Publication – Other Publication
Other Publication – Required Fields
| Element | Description |
|---|---|
| Title Field | Fill with the required information. |
| Author(s) Field | Fill with the required information. |
| Description Field | Explain the nature of this publication. |
| Publication Status Field | Select a status from the dropdown. If the status is “Other”, please specify in the field provided. |
| Acknowledgement of DOE Support? | Select the Yes or No radio button. |
| Save and Continue Button | Click this button to return to the Renewal Proposal Products – Products page. A Success message informs you that the publication was added successfully. |
3.3.2 Adding Intellectual Property
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1. Click the Add New Intellectual Property link under the Intellectual property header (Figure 8) to go to the Renewal Proposal Products – Add New Intellectual Property page (Figure 20).
Figure 18. Renewal Proposal Products – Add New Intellectual Property Page
2. Click the Select One dropdown arrow in the Intellectual Property section’s Type field, and select the kind of intellectual property you want to add.
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Refer to the table below to complete the form to add an Other Publication to your RPP.
Figure 19. Renewal Proposal Products – Add New Intellectual Property – Patent
Patent – Required Fields
| Element | Description |
|---|---|
| Patent Title Field | Fill with the required information. |
| Patent Abstract Field | Provide a description of the patent. |
| Patent Number Field | Fill with the required information. |
| Country Field | Click the Select One dropdown and choose the country where the patent resides. |
| Application Status Field | Click the dropdown and choose the current status of the patent: Submitted, Pending, or Granted. |
| Save and Continue Button | Click this button to return to the Renewal Proposal Products – Products page. A Success message informs you that the patent was added successfully. |
3.3.2.2 Add Invention
Refer to the table below to complete the form to add an Invention to your RPP.
Figure 20. Renewal Proposal Products – Add New Intellectual Property – Invention
Invention – Required Fields
| Element | Description |
|---|---|
| Invention Title Field | Fill with the required information. |
| Inventors Field | Fill with the required information. |
| Invention Description Field | Explain the nature of the invention. |
| Save and Continue Button | Click this button to return to the Renewal Proposal Products – Products page. A Success message informs you that the patent was added successfully. |
3.3.2.3 Add License
Refer to the table below to complete the form to add a License to your RPP.
Figure 21. Renewal Proposal Products – Add New Intellectual Property – License
License – Required Fields
| Element | Description |
|---|---|
| License Title Field | Fill with the required information. |
| License Status Field | Click the dropdown and choose the current status of the license: None, Pending, or Licensed. |
| Save and Continue Button | Click this button to return to the Renewal Proposal Products – Products page. A Success message informs you that the license was added successfully. |
3.3.3 Adding a New Technology or Technique
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3. When finished, click the Save and Continue button to go to the Renewal Proposal Products – Products A Success message informs you that the technology or technique was added successfully.
Figure 22. Renewal Proposal Products – Add New Technology or Technique
Add New Technology or Technique – Required Fields
| Element | Description |
|---|---|
| Description Field | Explain the nature of the technology or technique. |
| Save and Continue Button | Click this button to return to the Renewal Proposal Products – Products page. A Success message informs you that the technology or technique was added successfully. |
3.3.4 Adding Other Products
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1. Click the Add Other Products link under the Other Products section header (Figure 8) to go to the Renewal Proposal Products – Add Other Product page (Figure 23).
Figure 23. Renewal Proposal Products – Add Other Product
2. Click the dropdown arrow in the Other Product section’s Product Type field, and choose the kind of product you are
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Add Other Product – Required Fields
| Element | Description |
|---|---|
| Product Type Field | Click the dropdown and choose a Type for this product. If you select “Other”, provide a specific, brief identification of the product in the field provided. |
| Description Field | Explain the nature of the product. |
| Save and Continue Button | Click this button to return to the Renewal Proposal Products – Products page. A Success message informs you that the product was added successfully. |
3.4 Submitting Renewal Proposal Products
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1. After entering all products, click the Mark as Complete button in the bottom left corner of the page (Figure 24).
Figure 24. Renewal Proposal Products – Mark as Complete
2. Click the Submit section in the left navigation menu (Figure 25).
3. Click the Preview Renewal Proposal Product PDF button on the Renewal Proposal Products – Submit page. The preview will generate in a new window.
Figure 25. Renewal Proposal Products – Submit
| RPP can be previewed after the task is opened and before it is submitted. You are encouraged to preview the RPP PDF prior to submission as it will be appended to your renewal proposal and sent for merit review. |
4. After previewing the submission, click Submit at the bottom left corner of the page. You will receive a green success message indicating that the RPP was submitted successfully.
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