III. Application Organization and Submission Instructions The following table summarizes the application formatting and page limit requirements: Format Font: 11-point, Arial (excluding Excel spreadsheets, original template headers and footers, and commitment or support letters) Margins: No less than one inch on all (excluding headers and footers) Spacing: Single spaced, with a blank line between each paragraph Pages: Numbered and printed double-sided (when determining page limits, each printed side of a page counts as one page) Signatures: Manual (i.e., not electronic) Labeling: Tabbed and labeled as required in Sections B and C below Binding: Original binder clipped; all other copies spiral or comb bound (binders discouraged) File Format: MS Word version 1997-2003 or version 2007 or later (.doc or .docx format), excluding excel spreadsheets and commitment or support letters (PDF files are acceptable for the letters) File Storage: Electronic files of the application must be submitted on a CD-ROM or USB memory stick Page Limits Page limits are as follows: Executive Summary (Attachment 2): two pages Fact Sheet (Attachment 3): two pages Project Narrative Form (Attachment 4): twenty pages Project Team Form (Attachment 5): two pages for each resume Reference and Work Product Form (Attachment 9): one page for each reference, two for each project description Commitment and Support Letter Form (Attachment 11): two pages, excluding the cover page The following attachments may not cumulatively exceed seventy pages: Executive Summary Form Fact Sheet Template Project Narrative Form Scope of Work Template (Attachments 6 and 6a) There are no page limits for the following: Application Form (Attachment 1) Budget Forms (Attachment 7) CEQA Compliance Form (Attachment 8) Contact List Template (Attachment 10) Number of Copies of the Application Eight hard copies (including one copy with original signatures) One electronic copy (on a CD-ROM or USB memory stick)
Screening Criteria The Application must pass ALL criteria to progress to Stage Two. Pass/Fail The application is received by the Energy Commission’s Contracts, Grants, and Loans Office by the due date and time specified in the “Key Activities Schedule” in Part I of this solicitation. Pass Fail The Application Form (Attachment 1) is signed where indicated. Pass Fail The application addresses only one of the eligible project groups, as indicated on the Application Form. Pass Fail If the applicant has submitted more than one application for the same project group, each application is for a distinct project (i.e., no overlap with respect to the tasks described in the Scope of Work, Attachment 6). If the projects are not distinct and the applications were submitted at the same time, only the first application screened by the Energy Commission will be eligible for funding. If the applications were submitted separately, only the first application received by the Energy Commission will be eligible for funding. Pass Fail The requested funding falls within the minimum and maximum range specified in Part I of this solicitation. Pass Fail If the project involves pilot testing activities: The Application Form identifies one or more test site locations. All test sites are located in a California electric IOU service territory (PG&E, SDG&E, or SCE). Pass Fail N/A (project does not involve testing activities) The application does not contain any confidential information or identify any portion of the application as confidential. Pass Fail The applicant has not included a statement or otherwise indicated that it will not accept the terms and conditions, or that acceptance is based on modifications to the terms and conditions. Pass Fail The proposal includes one or more support letters and a pilot testing commitment letter (if the project involves pilot testing), as specified in Attachment 11. If the proposal includes commitment letters that are not required (including match funding letters) and do not meet the requirements of Attachment 11, the letters will not be considered in the scoring phase. Pass Fail Proposals that pass ALL Stage One Screening Criteria will be evaluated based on the Scoring Criteria on the next page and the Scoring Scale below (with the exception of criteria 6−8, which will be evaluated as described in each criterion). Each criterion has an assigned number of