ePMA. The U.S. Department of Eneregy electronic proposal management application.

ePMA Frequently Asked Questions

ePMA Project Questions

What does ePMA stand for?
If I need to use ePMA, how and where will I be trained?
Will ePMA replace the National Laboratories' R&D program management systems?
Will ePMA replace existing financial or procurement systems?
Who is leading the ePMA project at the DOE?
How does ePMA fit into the Department's enterprise architecture?
How does ePMA comply with the Capital Planning and Investment Control (CPIC) Process?
What are ePMA's project management controls?
What are the benefits of ePMA?
How can I keep informed of the ePMA project as it progresses?
Is the National Nuclear Security Administration participating in the ePMA project, and if so, what is NNSA's role?
How does ePMA relate to the President's Management Agenda (PMA)?
Who can I contact to discuss my concerns or questions about ePMA?

ePMA System Questions

Does ePMA assign a unique proposal number?
Can you revise/change a proposal after it has been uploaded through the eIDK?
Who pays for the ePMA (PDMLink) licenses?
When I search for proposals, can I see all proposals, or just those from my lab?
We don't allocate our full R&D budget until January. Does ePMA allow for updating funding?
How do I recommend a change to the ePMA system?
Can I submit milestone and abstract information as attachments instead of putting that information in the data fields?
When a laboratory is ready to send a proposal, how does the system know who to send it to?
How much time does the online training take?

ePMA User Administration Questions

Can two Top Officials be assigned to the same task?
How are users put into the system?
Who is responsible for keeping user information up-to-date?
What if the Top Offical has delegated authority to someone else or multiple people over a period of time?
Is the role of "budget reviewer" just for people from the budget office?
The workflow assumes the Top Official is final. What if another person needs to take action?


ePMA Project Questions and Answers

What does ePMA stand for?

The Department of Energy's Electronic Proposal Management Application.

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If I need to use ePMA, how and where will I be trained?

Prior to each deployment, the ePMA team will conduct Site Administration Manager (SAM) on-line and classroom training. SAMs will be responsible for training end users at their location/organization. Specific SAM training locations and schedules will be coordinated and announced beforehand.

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Will ePMA replace the National Laboratories' R&D program management systems?

No.

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Will ePMA replace existing financial or procurement systems?

No. ePMA will not replace existing financial or procurement systems.

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Who is leading the ePMA project at the DOE?

Click here for the project team page.

ePMA is a direct outgrowth of the Secretary of Energy's Innovative DOE e-Gov Applications (IDEA) project, introduced in October 2002. Click here for a complete listing of DOE E-gov initiatives.

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How does ePMA fit into the Department's enterprise architecture?

Enterprise Architecture is the information or data an organization needs to manage its business or the technology it needs to utilize that information, and the processes it has in place to change or upgrade that technology as its business or mission changes. ePMA complies with and is fully compatible with DOE's Enterprise Architecture.

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How does ePMA comply with the Capital Planning and Investment Control (CPIC) Process?

To ensure effective and efficient management and acquisition of information technology, the Information Technology Management Reform Act of 1996 (ITMRA, also known as Clinger-Cohen) mandates that each government agency create and maintain a Capital Planning and Investment Control (CPIC) process. ePMA is collaborating with the CIO's office to ensure that ePMA addresses the CPIC process's three essential components: selection, control, and evaluation.

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What are ePMA's project management controls?

ePMA complies with all governmental and Departmental regulations and guidelines, follows DOE Order 413.3 for project execution, uses an Earned Value Management System (EVMS) to manage project performance, holds monthly project updates and quarterly status reviews. ePMA Project and Managers maintain Level 1 Certification and have extensive experience in R&D and IT Management. The ePMA contractor follows SEI CMM Level III and uses Rational Tool Set for ePMA configuration management and software development activities.

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What are the benefits of ePMA?

ePMA reduces the administrative burden associated with responses to the Field Budget Call by providing a uniform electronic format for the submission, review and approval of R&D proposals.

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How can I keep informed of the ePMA project as it progresses?

ePMA uses Spotlight (the ePMA newsletter) and the project Web site (http://epma.energy.gov) to keep all interested parties informed of the project's status.

For more information contact the ePMA Communication and Outreach Manager.

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Is the National Nuclear Security Administration participating in the ePMA project, and if so, what is NNSA's role?

NNSA is not participating in the ePMA project at this time.

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How does ePMA relate to the President's Management Agenda (PMA)?

ePMA supports Expanded e-Government, which is one of the five government-wide initiatives outlined in the PMA. ePMA also supports Better R&D Investment Criteria, which is one of the eight program initiatives outlined in the PMA.

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Who can I contact to discuss my concerns or questions about ePMA?

Visit our Contact Us page to communicate with the ePMA team.

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ePMA System Questions and Answers

 

Does ePMA assign a unique proposal number?

Yes, the system assigns a unique number, however you can also give the proposal an internal lab number.

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Can you revise/change a proposal after it has been uploaded through the eIDK?

Yes, once the proposal is uploaded in the system, you can use the system to edit the proposal.

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Who pays for the ePMA (PDMLink) licenses?

The ePMA project will pay for the initial purchases of licenses. There will be provisions in the licensing agreement to allow organizations to purchase additional licenses.

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When I search for proposals, can I see all proposals, or just those from my lab?

Just your lab's proposals.

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We don't allocate our full R&D budget until January. Does ePMA allow for updating funding?

Yes.

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How do I recommend a change to the ePMA system?

The ePMA project team has instituted a process to receive and evaluate software change requests (SCRs). Please note that only ePMA Site Administration Managers (SAMs) may submit SCRs to the ePMA project team. If you are a system user and want to submit an SCR, please contact your organization's SAM.

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Can I submit milestone and abstract information as attachments instead of putting that information in the data fields?

Yes, however you need to verify with the appropriate HQ program manager who is going to review the proposal and get their approval first.

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When a laboratory is ready to send a proposal, how does the system know who to send it to?

The person(s) identified in the Site Office Administrative role will receive the proposal. The Site Office determines who that person(s) will be.

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How much time does the online training take?

It depends on your role in the system. There are currently 12 online training modules. Not all users need to take all modules. The modules are self paced and do not need to be completed all at one time. The following are approximate online training times by role:

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ePMA User Administration Questions and Answers

Can two Top Officials be assigned to the same task?

Yes, you can assign more than one Top Official, however, it is only in an "either/or" capacity. Once one of the Top Official's takes action, the task will automatically be deleted from the other Top Officials task list. The same is true for budget reviewers.

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How are users put into the system?

SAMs (Site Administration Managers) will communicate user information to the ePMA Helpdesk via the appropriate forms.

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Who is responsible for keeping user information up-to-date?

SAMs are responsible for sending user information changes to the ePMA Helpdesk.

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What if the Top Offical has delegated authority to someone else or multiple people over a period of time?

The system has a delegation button that can accommodate those changes.

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Is the role of "Budget Reviewer" just for people from the budget office?

Primarily, a budget reviewer will be from the budget office. However, others can have the role of Budget Reviewer.

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The workflow assumes the Top Official is final. What if another person needs to take action?

The Top Official has many types of approvals that allow others to review and take action.

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Page updated: September 17, 2007