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1 Introduction1   Introduction

The Department of Energy (DOE) Office of Science (SC) issues many announcements each year to solicit research proposals from colleges and universities, non-profit and for-profit research organizations, DOE’s national laboratories, small businesses, and other federal research organizations.

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The purpose of this document is to provide step-by-step instructions for users to follow to submit an invited proposal in PAMS.

2 Prerequisites2   Prerequisites

Before a user can submit an Invited Proposal in PAMS, the following criteria must be met:

  • The user has an active, external PAMS account.
  • The user has received an invitation to submit a proposal.

3 Accessing 3   Accessing and Completing an Invited Proposal

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Figure 1. Invited Proposal Email

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 Figure 2. My Proposals, “Invite to Submit to DOE Office of Science (change me)”

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Use the following steps to complete the Cover Page section for an invited DOE National Laboratory proposal. You must complete all of the required fields before moving on. Refer to the table below to complete the required fields in the Cover Page section.

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Figure 3. DOE National Laboratory Announcements – Submit Proposal, Cover Page 1


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Figure 4. DOE National Laboratory Announcements – Submit Proposal, Cover Page 2

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Figure 5. DOE National Laboratory Announcements – Submit Proposal, Cover Page 3

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Figure 6. Select PI


Figure 75. Select SRO/BO/AO


Required Fields

Element

Description

Institution

PAMS will auto-populate the name of the National Laboratory identified by the Project Manager when creating the invitation.  This field is not editable. (Figure 3)

Principal Investigator Information

Select a Principal Investigator (PI) by clicking Select PI on the right side of the section header (Figure 3). PAMS will load the “Select PI” page (Figure 64). Browse the list or use the filters or advanced search above the grid to locate the PI you would like to select. Once you have chosen a PI, click Select PI in the Action menu in the Options column. PAMS will return you to the “DOE National Laboratory Announcements – Submit Proposal” page, and populate the remaining fields in the Principal Investigator Information section.

Sponsored Research Official/Business Official/Administrative Official (SRO/BO/AO) Information

Select a Sponsored Research Official/Business Official/Administrative Official (SRO/BO/AO) by clicking Select SRO/BO/AO on the right side of the section header (Figure 3). PAMS will load the “Select SRO/BO/AO” page (Figure 75). Browse the list or use the filters or advanced search above the grid to locate the SRO you would like to select. Once you have chosen an SRO, click Select SRO/BO/AO in the Action menu in the Options column. PAMS will return you to the “DOE National Laboratory Announcements – Submit Proposal” page, and populate the remaining fields in the Sponsored Research Official/Business Official/Administrative Official (SRO/BO/AO) section.

Proposal Title

Enter a title for the proposal (Figure 43).   The title must be changed.

Program Manager

The Program Manager will be auto-populated based on who created the proposal invitation.   This field is not editable. (Figure 43)

Proposal Type

Click the dropdown, and select a Proposal Type (Figure 43).

1. Are Human Subjects Involved?

Select the “Yes” or “No” radio button (Figure 43).

NOTE: If you select “Yes”, you must complete the “1a. If Yes, is the project exempt from Federal regulations?” subsection.

2. Are vertebrate animals used?

Select the “Yes” or “No” radio button (Figure 53).

NOTE: If you select “Yes”, you must complete the “2a. If Yes, is the IACUC review pending?” subsection.

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1. Once you have completed all of the required fields, click the Choose Action dropdown in the bottom right corner of the page, select “Save Cover Page and Continue to Next Section”, and click Go (Figure 83).

Figure 8. DOE National Laboratory Announcements – Submit Proposal, Choose Action


You can save your progress without navigating away from the page at any point by clicking the Choose Action dropdown, selecting “Save Cover Page”, and clicking Go.

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2. Click the Edit icon for each section of the budget that needs to be updated. Click Continue in that section to save your edits (Figures 96-13).


Required Fields

Element

Description

Budget Period Start Date

Click the Edit icon, in the Budget Period Information header, and enter a start date for the budget period (Figure 96).

Budget Period End Date

Click the Edit icon, in the Budget Period Information header, and enter an end date for the budget period (Figure 96).


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If the section does not apply to your budget, leave it blank.


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Figure 96. DOE National Laboratory Announcements – Submit Proposal 1

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Figure 10. DOE National Laboratory Announcements – Submit Proposal 2

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Figure 11. DOE National Laboratory Announcements – Submit Proposal 3


  • When entering budget information for multiple budget periods, you may enter the first budget period’s information and click Copy from Previous Period to copy data over from the previous period (Figure 148). This will eliminate the need to duplicate budget information for every year.
  • Once you have copied a budget period, you can make any necessary edits by clicking the Edit icon.
  • If you choose not to Copy from the Previous Period, you can click the next Budget Period tab and update the appropriate budget sections by clicking the Edit icon.


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Figure 127. DOE National Laboratory Announcements – Submit Proposal, Budget – Add Budget Period

3. Once you have completed all of the required and necessary fields, click the Choose Action dropdown in the bottom right corner of the page, select “Save Budget and Continue to Next Section”, and click Go (Figure 13). PAMS will save the Budget tab, and navigate you to the Subawards tab.

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Figure 13. DOE National Laboratory Announcements – Submit Proposal, Save


3.1.3 Subawards (optional)

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1. Click Add Subaward at the top of the page (Figure 148). Provide budget information (refer to Section 3.2.2, Step 3) for each Subaward you add.

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Figure 148. DOE National Laboratory Announcements – Submit Proposal, Subawards (optional), Add Subward

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Element

Description

Subaward Information

Click the Edit icon, in the Subaward Information header, and enter the Institution Name (Figure 159).

Budget Period Start Date

Click the Edit icon, in the Budget Period Information header, and enter a start date for the budget period (Figure 159).

Budget Period End Date

Click the Edit icon, in the Budget Period Information header, and enter an end date for the budget period (Figure 159).


If the section does not apply to your budget, leave it blank.


Figure 159. Proposal Subawards


3. Once you have completed all of the required fields, click the Choose Action dropdown in the bottom right corner of the page, select “Save Subawards and Continue to Next Section”, and click Go (Figure 1610).

Figure 1610. DOE National Laboratory Announcements – Submit Proposal, Budget – Save All Budget Periods

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1. To attach a required document, click Attach File in the header. This will expand the section (Figure 1711).

2. Click Choose File, and browse your computer for the file you would like to attach.

3. Once you have selected a file, click Upload to attach the file to the proposal.

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Figure 1711. DOE National Laboratory Announcements – Submit Proposal, Attachments

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4. When you have finished attaching the required documents, click the Choose Action dropdown, select the appropriate Save option, and click Go (Figure 18).

Figure 1812. DOE National Laboratory Announcements – Submit Proposal, Attachments – Save

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Element

Description

Agency Information

PAMS will auto-populate the agency identified by the Project Manager when creating the invitation. This field is not editable. (Figure 1913)

Proposal Title

Enter a title for the proposal (Figure 1913). This title must be changed.

Proposal Type

Click the dropdown, and select a Proposal Type (Figure 1913).

Award Number

Enter an associated Award Number (Figure 1913).

Principal Investigator Information

Select a Principal Investigator (PI) by clicking Select PI on the right side of the section header (Figure 1913). PAMS will load the “Select PI” page (Figure 2014). Browse the list or use the filters or advanced search above the grid to locate the PI you would like to select. Once you have chosen a PI, click Select PI in the Action menu in the Options column. PAMS will return you to the “DOE Interagency Proposals – Submit Proposal” page, and populate the remaining fields in the Principal Investigator Information section.

Sponsored Research Official/Business Official/Administrative Official (SRO/BO/AO) Information

Select a Sponsored Research Official/Business Official/Administrative Official (SRO/BO/AO) by clicking Select SRO/BO/AO on the right side of the section header (Figure 1913). PAMS will load the “Select SRO/BO/AO” page (Figure 2115). Browse the list or use the filters or advanced search above the grid to locate the SRO you would like to select. Once you have chosen an SRO, click Select SRO/BO/AO in the Action menu in the Options column. PAMS will return you to the “DOE Interagency Proposals – Submit Proposal” page, and populate the remaining fields in the Sponsored Research Official/Business Official/Administrative Official (SRO/BO/AO) section.

DOE Agency Contact

Enter the First Name, Last Name, Email Address, and Phone Number of the DOE Agency Contact (Figure 2213).

NOTE: The DOE Agency Contact will generally be the Program Manager who created the proposal invitation.

Agency Business Contact Information

Enter the First Name, Last, Email Address, and Phone Number of the Agency Business Contact (Figure 2213).


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Figure 1913. DOE Interagency Proposals – Submit Proposal, Cover Page 1


Figure 2014. Select PI


Figure 2115. Select SRO/BO/AOImage Removed

Figure 22. DOE Interagency Proposals – Submit Proposal, Cover Page 2


1. Once you have completed all of the required fields, click the Choose Action dropdown in the bottom right corner of the page, select “Save Cover Page and Continue to Next Section”, and click Go (Figure 2313).Image Removed

Figure 23. DOE Interagency Proposals – Submit Proposal, Choose Action


You can save your progress without navigating away from the page at any point by clicking the “Choose Action” dropdown, selecting “Save Cover Page”, and clicking Go.

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1. Click the Choose Action dropdown in the bottom right corner of the page, select “Submit to DOE”, and click Go (Figure 2416).

Figure 2416. PAMS – Submit to DOE


2. PAMS will redirect you to the “My Proposals” page, and display a Success message confirming that your proposal has been submitted successfully (Figure 2517).

Figure 2517. PAMS – Success Message