California Energy Commission Solicitation Process Presentation Presenter : Rachel Grant Kiley, Manager Contracts, Grants and Loans Office California Energy Commission 1

2 Funding Opportunities

California Energy Commission Full Agreement Process 12 months Total Solicitation Drafting – 3 Months Solicitation Processing – 1 ½ Months Solicitation Posted – 1 ½ Months Proposal Evaluations – 2 Months Agreement Drafting – 1 ½ Months Agreement Processing – 1 ½ Months Contractor/Recipient and Energy Commission Signatures – 1 Month 3

California Energy Commission Step 3 – Solicitation Posted 4 END OF WEEK 6 Applications Submitted WEEK 6 Application Development by Applicants WEEK 5 Application Development by Applicants WEEK 4 Q&A Posted WEEK 3 Pre-Application WorkshopQuestions ReceivedQ&A Developed & Routed WEEK 2 Solicitation Posted Online WEEK 1 Solicitation Posted Online

California Energy Commission Standard Application Requirements Application Form Narrative Team Information and Resumes Scope of Work Budget –Including Match Funding References and Support Letters 5

California Energy Commission Grant Solicitation System Electronic Submittal of Grant Applications Requested by many stakeholders Easy to navigate 6

California Energy Commission Grant Solicitation System Continued… Registration/Log In: 7

California Energy Commission Grant Solicitation System Continued… Create New Application 8

California Energy Commission Grant Solicitation System Continued… Title and Solicitation Selection 9

California Energy Commission Grant Solicitation System Continued… Upload Files 10

California Energy Commission Grant Solicitation System Continued… Document Type 11

California Energy Commission Grant Solicitation System Continued… Review and Submit –Review list of documents –Review Certification –Agree and Submit 12

California Energy Commission Grant Solicitation System Continued… Completion Confirmation and 13

California Energy Commission Step 4 – Proposal Evaluations 14 WEEK 1 Proposals Received by CGL (Day 1) Admin Screening Day 2-3) Proposals Distributed (Day 4) Begin Independent Evaluations (Day 5) WEEK 2 Independent Evaluations WEEK 3 Independent Evaluations WEEK 4 Independent Evaluations WEEK 5 Scoring Meetings WEEK 6 Scoring Meetings WEEK 7 NOPA DraftedNOPA Routed WEEK 8 NOPA Posted

California Energy Commission Disabled Veteran Business Enterprise (DVBE) Incentive and Small Business Preference Programs  State law requires contracts awarded to private companies to meet the Disabled Veteran Business Enterprise Program (DVBE).  3% of the total contract amount, or  Executive Director exemption  Incentive given for > 3%  Contract Solicitations include preferences for certified Small Businesses or to those Bidders subcontracting 25% or more to certified Small Businesses  Get Certified: px 15

California Energy Commission Step 5 – Agreement Drafting 16 Proposals Assigned to CAM CAM Review of SOW and Budget WEEK 1 CAM requests Clarifications of SOW/Budget from Contractor/Recipient WEEK 2 Contractor/Recipient provides clarifications WEEK 3 CAM Prepares Agreement Request Package WEEK 4 Division Approvals*: PSU (R&D only), Supervisor, OM, Deputy Director WEEK 5 Submit Agreement Request Package to CGL WEEK 6

California Energy Commission Step 6 Agreement Processing WEEK 1 Agreement Assigned to CAO CAO Review of Draft WEEK 2 Legal Review of Draft Team Meeting WEEK 3 Business Meeting Agenda Drafted Agreement Routed for CAM and Division Approvals WEEK 4 Preliminary Agenda Review (CAM must attend) Agreement Routed for Legal Approval Back-Up Documentation Posted (Agreement Request Form, SOW, Resolution) WEEK 5 Final Agenda Review (Dry Run of Presentation for Business Meeting) WEEK 6 Business Meeting (Presentation by CAM) Agreement sent to Contractor/Recipient for Signature 17

California Energy Commission Step 7 Signatures 18 1.Contractor/Recipient Signature 2.Energy Commission Signature 3.DGS Signature (Contracts Only)

California Energy Commission Opportunity ListServ 19

California Energy Commission Commonly Used Terms and Acronyms CAM – Commission Agreement Manager CGL – Contracts, Grants & Loans Office CAO – Commission Agreement Officer Agreement – Contract, Grant, or Loan Solicitation – Any document identifying available funding and requesting applications or proposals. Amendment – A change to an agreement Addendum – A change to a solicitation Ts & Cs – Terms and Conditions DGS – Department of General Services (Contract Oversight) 20