ED_900_GA-Vi.0 DAT

ED_900_GA-V1.0_DAT.xls

Application for Investment Assistance

ED_900_GA-Vi.0 DAT

OMB: 0610-0094

⚠️ Notice: This form may be outdated. More recent filings and information on OMB 0610-0094 can be found here:

Document [xlsx]

Download: xlsx | pdf

Overview

Using Toolkit
DAT Instructions
Form Info
Global Index
Form DAT
Templates

Sheet 1: Using Toolkit

USING THE DATA ANALYSIS TEMPLATE TOOLKIT			V03R24

1.	It is recommended that you print this sheet. To do so, click File, Print on the menu at the top the screen.

2.	Click on the DAT Instructions tab at the bottom of the screen. It is recommended that you print these instructions to use as a reference during the process of creating your Data Analysis Template (DAT). To do so, click File, Print on the menu at the top the screen.

3.	Click on the Form Info tab at the bottom of the screen. Fill in the requested information about the form. Refer to the instructions printed in 1. for guidance.

4.	Click on the Global Index tab at the bottom of the screen. The Global Index serves two purposes: o It gives you the ability to view the Grants.gov Global Library of standard fields and their attributes o It gives you the ability to utilize pre-formatted templates to be used as rows in your form's Data Analysis Template (DAT). Now is the time to begin preparing the Data AnalysisTemplate (DAT).

5.	Determine the first (next) data element on the form. A data element is a data entry field, form title, section header or label.
		IS IT A FORM TITLE, SECTION HEADER, OR LABEL?

		YES. Copy the Label row template into your DAT. Look for Label in the Global Index section III. General Data Element Formats. Click on Label. The template row for a label will be highlighted. Select Edit, Copy from the menu at the top of the screen. Click on the FORM DAT tab at the bottom of the screen. Click on the appropriate row number to paste the template into. From the menu, select Edit, Paste. Use the DAT instructions as guidance for filling in all columns in red.

		NO. Then it must be a data entry field.

		Grants.gov has created a required standard for representing names and addresses on forms. Elements related to names and addresses are grouped together in data element groups. If a data element group is selected, all fields within that group must be included. IS THE ELEMENT PART OF A NAME OR ADDRESS? YES. To use the Human Name Group or Address Group, click on the appropriate link in section II of the Global Index. Select Edit, Copy from the menu at the top of the screen. Click on the FORM DAT tab at the bottom of the screen. Click on the row number into which template will be pasted. From the menu, select Edit, Paste. Use the DAT instructions as guidance for filling in all columns in red.

		NO. IS THE ELEMENT A GLOBAL DATA ELEMENT? A global data element is a data element that is commonly used on forms across agencies. Grants.gov has standardized the attributes for global data elements. Some global data elements may be pre-populated from the application cover sheets, some may be post-populated after submission to Grants.gov, and some may be forward-populated from the application cover sheets. The Global Index in section I provides a list of global data elements.

		YES. Copy the element's template into your DAT. Click on the name of the element. The template row for a label will be highlighted. Select Edit, Copy from the menu at the top of the screen. Click on the FORM DAT tab at the bottom of the screen. Click on the row number into which the template will be pasted. From the menu, select Edit, Paste. Use the DAT instructions as guidance for filling in all columns in red.
		NO. THEN THE ELEMENT MUST BE AGENCY-SPECIFIC. Determine the General Field Format in section III of the Global Index that best reflects the data element. Click on the name of the format or one of the options beneath it. The template row(s) will be highlighted. Select Edit, Copy from the menu at the top of the screen. Click on the FORM DAT tab at the bottom of the screen. Click on the row number into which the template will be pasted. From the menu, select Edit, Paste. Use the DAT instructions as guidance for filling in all columns in red. For information about pre-populating, post-populating, and forward-populating, refer to the DAT instructions.

	Repeat all of the steps in 5. until all elements on the form are represented on the DAT. The data elements on the DAT should be in the same order they appear on the form. For answers to questions about the process of preparing a Data Analysis Template, contact the PMO Program Advisor.

Sheet 2: DAT Instructions

FORM INFORMATION
ROW	ROW NAME	ROW DEFINITION
[A]	Form Name / Title	The name of the form to be displayed on the Grants.gov system
[B]	Form Number	The number associated with the form within the agency.
[C]	Version Number	The version number of the form within the agency.
[D]	Version Date	The version date of the form.
[E]	Description	A short description of the form.
[F]	OMB Control Number	The control number issued by the Office of Management and Budget (OMB) when a form is cleared.
[G]	OMB Expiration Date	The expiration date issued by the Office of Management and Budget (OMB.)
[H]	Form Family	The families this form should be include with.
[I]	Form Category	Select the most appropriate form category.



FORM ELEMENTS
COLUMN	COLUMN NAME	COLUMN DEFINITION
[1]	Field #	A unique, sequential number for (a) each field on the form for which data will be entered or selected and (b) form title, section headers or labels. Use the block number on the form mock up, if any, otherwise start the count with 1. Format is <block#>-<field#> (e.g. Block 15, field 1 would be represented as 15-1.)
[2]	Field Label	The name of the field as presented on the form. This column is used when Field Implementation [16] is label and you are specifying the form title, section headers, or labels. You may change any Global Library template label in red to the label as specified on the form.
[3]	Short Field Label	Enter condensed version for use at the beginning of Help Tip and Accessibility Text. Please limit to 40 characters or less and do not abbreviate words.
[4]	Required?	- Enter "Yes" if the field must be completed before the application can be submitted.
		- If the field is optional, conditional, or "Required if" then enter "No" in this column.
		- If the field is calculated (see BUSINESS RULES [11]) and all fields involved in the calculation are optional, enter “No” in this column.
		- If the field is calculated (see BUSINESS RULES [11]) and one or more of the fields involved in the calculation are mandatory, enter “Yes” in this column.
		- If the field is to be forward-populated (see FIELD TYPE [8]), then the value for this column should be the same as the value of the source field (e.g. if the source field is optional, the destination field is optional, if the source field is mandatory, the destination field is mandatory).
[5]	Minimum Occurrences	- The minimum number of entries that can be made for the same field.
		- Enter 0 if the field is optional.
		- Enter 1 or more if the field must be completed before the application can be submitted.
[6]	Maximum Occurrences	- The maximum number of entries that can be made for the same field.
[6]	Maximum Occurrences	- Must be 1 or more.
[7]	Agency Field Name	Short name that describes the field. This name will be used as an input to the XML schema. For Global Data Elements, a suggested name is pre-filled in red, though it may be changed. Grants.gov may modify names as needed to meet guidelines and standards. Note: Each Agency Field Name must be unique on a DAT.
[8]	Field Type	Select one from the following 5 options:
		Pre-populated	- Field will be populated with data from the application package. See Global Index Section II for a list of qualifying fields.
		Post-populated	- Field will be populated in a form after submission to Grants.gov. See the Global Index Section III for a list of qualifying fields.
		Forward-populated	- Field will be populated with data from the application cover page (e.g., SF424, SF424 (R&R)) or - Field will be populated with data entered earlier in the form.
		Global	- Field is a global data element that is not forward-populated or a global data element group.
		Agency Specific	- Field is unique to your agency. Enter values in ALL columns in this DAT as indicated by the instructions.
		Radio Group	- Agency-specific field that displays a limited set of alternatives. Applicant has the option of selecting one value.
[9]	Global Library Field Name	- Pre-formatted for your convenience. No action required.
[10]	Field Type Source	If Pre-populated	- Pre-formatted for your convenience. No action required.
		If Post-Populated	- Pre-formatted for your convenience. No action required.
		If Foward-Populated	- If "Foward-populated" was selected in the Field Type [8] column, enter the source's form name (as found on the PureEdge version of the form) and field #. Should be in the format <form name>-<block #>-<field #> (e.g. SF424-6-1.)
		If Global	- If "Global" was selected in Field Type [8] column, enter n/a.
		If Agency Specific	- Pre-formatted for your convenience. No action required.
		If Radio Group	- If "Radio Group" was selected in the Field Type [8] column, then enter the name radio group. The radio group name may be the same as the Field Label.
[11]	Business Rules	Simple rules about the field, such as:
		- Is a specific format required (e.g., 4 digit year and 5 digit code like "2004-abcdf")? Remember to indicate this format in the element's help tip.
		- Is a calculation required for this field (e.g., Total = 15-1 + 15-2 + 15-3 + 15-4)
		- Is this field conditionally required (e.g., Required if 3-1 is Yes)
		- NOTE: Grants.gov does not enforce business rules across forms.
		- Enter n/a if there are no business rules for the field.
[12]	Data Type	- Pre-formatted for your convenience. No action required.
[13]	List of Values	- If theData Type [12] is LIST, provide a list of values that you want to be given to the user.
		- The format of each list item should be <id>: <description>. Use && to separate each value (e.g. MD: Maryland&& VA: Virginia)
		- For Minimum # of Characters [14] and Maximum # of Characters [15], enter the character count for the shortest and longest values in the list
		- If the field is required, it must have a default value. Mark the default value with an asterisk before the value, if any (e.g. *MD: Maryland.) If the user does not change the selection, the field will automatically be filled with the default value.
		- Enter n/a if a list of values does not apply.
		- NOTE: No list of values is needed for Radio Groups. This list of values is the Field Labels for the Radio Group's radio options.
[14]	Minimum # of Characters or Minimum Value	- If the Data Type [12] is AN, enter the minimum number of characters that may be entered into a field (minimum field length.) If the field is optional, enter 0.
		- If the Data Type [12] is INTEGER, $, or DECIMAL(2), enter the minimum value for the field including decimals where applicable (e.g. enter "5000" if the value cannot be less than 5000.)
		- If the Data Type [12] is LIST, FILE, MULTIFILE or DATE, enter "n/a" in this column.
		- A hyphen is not counted as a character if it is included on the form for presentation purposes. It is counted if it is to be stored with the data.
[15]	Maximum # of Characters or Maximum Value	- If the Data Type [12] is AN, enter the maximum number of characters that may be entered into a field (maximum field length.)
		- If the Data Type [12] is INTEGER, $, or DECIMAL(2), enter the maximum value for the field including decimals where applicable (e.g. enter "10,000" if the value cannot be more than 10,000.)
		- If the Data Type [12] is LIST, FILE, MULTIFILE, or DATE, enter "n/a" in this column.
		- A hyphen is not counted as a character if it is included on the form for presentation purposes. It is counted if it is to be stored with the data.
[16]	Field Implementation	- Pre-formatted for your convenience.
[17]	Help Tip	Text that will be displayed when the applicant clicks on the help icon. Please compose the wording carefully, as this text will be used for the Accessibility text as well as the Help Tip. Use the following guidelines for creating help tips:
		- Start all help tips with "Enter the…" or "Select the…" or "Pre-populated from the…" or "Click to select…"
		- If the field is required, then the help tip should end with the statement "This field is required." Add "This field is required" to the end of global help tips if they are required.
		- If the field has a certain format, then the tip should contain text describing the required format.
		- If a Radio Group is required, then the help tip on the Radio Group Header should state "One selection is required."

Sheet 3: Form Info

FORM INFORMATION
Form Name / Title	ED-900 General Application for EDA Programs
Form Number	ED_900_GA
Version Number	1.0
Version Date
Description
OMB Control Number	0610-0994
OMB Expiration Date	XX/XX/20XX
Form Family (select all that apply)	X	SF-424 Family
		SF-424 R&R Family
		SF-424 Individual Family
	X	SF-424 Mandatory Family
		SF-424 Short Organizational Family
Form Category (select the most appropriate category)		Cover Sheet
		Certification and Assurance
		Survey
		Budget Form
		Key Contacts and Personal Data
		Attachments
	X	Miscellaneous
ADDITIONAL FORM REQUIREMENTS (not indicated on the FORM DAT)

Sheet 4: Global Index

Grants.gov Global Index

Click on an element name, data element group name, or general element format to view its DAT row template. Follow the instructions to copy and paste template rows into the Form DAT.

I. GLOBAL DATA ELEMENTS		III. GENERAL DATA ELEMENT FORMATS
Agency Name	Employer/Taxpayer Identification Number (EIN/TIN)	Alphanumeric
Applicant ID	Fax	Button
CFDA Number	Federal Award Identifier	Date
CFDA Title	Federal Entity Identifier	Degree Earned
Congressional District: Applicant	Organization Name (Legal Name)	Dollar Amount
Congressional District: Program/Project	Phone Number	Dollar Amount Total
Country	Project Name	File Attachment - Single
Department Name	Project Title	Optional	Required
Division Name	Social Security Number	File Attachment - Multiple
DUNS Number	Title	Optional
Email	Type of Applicant	Numeric
DATA ELEMENTS THAT CAN BE PRE-POPULATED FROM THE APPLICATION PACKAGE		with 2 decimals	without decimals
Agency Name	Competition Identification Number	Label
CFDA Number	Competition Identification Title	List - Drop Down (one selection from a drop-down list of values)
CFDA Title	Funding Opportunity Number	List - Checkbox (Check for yes. May select multiple options)
	Funding Opportunity Title	List - Radio Group (one selection from a group of options)
DATA ELEMENTS THAT ARE POST-POPULATED AFTER SUBMISSION TO GRANTS.GOV		Optional	Required
AOR Signature		Percent
Date Received		with 2 decimals	without decimals
Date Signed		Year
II. GLOBAL DATA ELEMENT GROUPS		Yes/No Radio Group
Address Group	Street1, Street2, City, County, Province, State, Zip Code, Country	Optional	Required
Human Name Group	Prefix, First Name, Middle Name, Last Name, Suffix	Yes/No/Other Radio Group
		Optional	Required
		Yes/No/Not Applicable Radio Group
		Optional	Required

Sheet 5: Form DAT

FORM TITLE:

ED-900 General Application for EDA Programs

[1]

[2]

[3]

[4]

[5]

[6]

[7]

[8]

[9]

[10]

[11]

[12]

[13]

[14]

[15]

[16]

[17]

Field #

Field
Label

Short Field
Label

Required?

Minimum
Occurrences

Maximum
Occurrences

Agency Field
Name

Field Type

Global Library
Field Name

Field Type
Source

Business Rules

Data Type

List of
Values

Min # of Chars or
Min Value

Max # of
Chars or
Max Value

Field
Implementation

Help Tip

1.0

ED-900 – General Application for EDA Programs

n/a

Label

n/a

1.1

OMB Number: 0610-0994
Expiration Date: XX/XX/20XX

n/a

Label

n/a

A. Applicant Information

n/a

Label

n/a

A.1

1) EDA Application Identifier (if available):

EDA Application Identifier

EDAApplicationIdentifier

Agency-specific

n/a

Field

Enter EDA Application Identifier (if available).

A.2

2) Please identify all applicants for this project:

n/a

Label

n/a

A.2.0.1

Name

n/a

Label

n/a

A.2.0.2

SAM.gov CAGE Code

n/a

Label

n/a

A.2.0.3

SAM.gov Registration Expiration Date

n/a

Label

n/a

A.2.1.0

Lead Applicant

n/a

Label

n/a

A.2.1.1

n/a

Lead Applicant

Yes

ApplicantName

Forward-populated

globLib:OrganizationNameDataType

SF424 Block 8a Legal Name or SF424_Mandatory Block 7a Legal Name

n/a

Field

Pre-populated from the SF-424. This field is required.

A.2.1.2

n/a

SAM.gov CAGE Code

Yes

SAMgovCAGECode

Agency-specific

n/a

Field

Enter the 5 digit SAM.gov CAGE Code. This field is required.

A.2.1.3

n/a

SAM.gov Registration Expiration Date

Yes

SAMgovRegistrationExpirationDate

Agency-specific

n/a

DATE

n/a

Field

Enter the date in the format MM/DD/YYYY. This field is required.

A.2.2.0

Delete Co-Applicant

n/a

Agency-specific

n/a

Deletes this row. This button will only be enabled if more than one row has been added.

n/a

Button

Click to delete this row.

A.2.2.1

Co-Applicant

n/a

Label

n/a

A.2.2.2

n/a

Co-Applicant

ApplicantName

Global

globLib:OrganizationNameDataType

n/a

Required if any data is entered in row.

n/a

Field

Enter the Co-Applicant.

A.2.2.3

n/a

SAM.gov CAGE Code

SAMgovCAGECode

Agency-specific

n/a

Required if any data is entered in row. Must be 5 digits, allow numerical digits only (0-9).

n/a

Field

Enter the 5 digit SAM.gov CAGE Code.

A.2.2.4

n/a

SAM.gov Registration Expiration Date

SAMgovRegistrationExpirationDate

Agency-specific

n/a

Required if any data is entered in row.

DATE

n/a

Field

Enter the date in the format MM/DD/YYYY.

A.2.3

Add Co-Applicant

n/a

Agency-specific

n/a

Clicking will add one row, button is disabled if 5 rows have already been added.

n/a

Button

Click to add a row.

B. Project Information

n/a

Label

n/a

B.1

1. Define and describe the region in which the investment (project) is located

Region

Yes

Region

Agency-specific

n/a

2.5 pages.

n/a

10000

Field

Define and describe the region in which the investment (project) is located. This field is required.

B.2

2. Describe and outline the scope of work for the proposed EDA investment

Scope of Work

Yes

ScopeWork

Agency-specific

n/a

2.5 pages.

n/a

10000

Field

Describe and outline the scope of work for the proposed EDA investment. This field is required.

B.3

3. Economic development needs

n/a

Label

n/a

B.3.0

Does the region in which the project will be located have a Comprehensive Economic Development Strategy (CEDS)?

Comprehensive Economic Development Strategy

Yes

CEDS

Radio Group

globLib:YesNoDataType

CEDS

n/a

LIST

n/a

Radio Group

Does the region in which the project will be located have a Comprehensive Economic Development Strategy (CEDS)? This field is required.

B.3.0.0

Yes

n/a

Radio Group

n/a

CEDS

n/a

Yes

n/a

Radio

Select this option.

B.3.0.1

If Yes, what is the source?

Source of CEDS

SourceCEDS

Agency-specific

n/a

Required if CEDS is Yes, otherwise disabled.

n/a

130

Field

Enter the source of the region's CEDS, if applicable.

B.3.0.2

n/a

Radio Group

n/a

CEDS

n/a

Radio

Select this option.

B.3.0.3

If No, then please check one:

Check one

CEDSNo

Radio Group

n/a

CEDSNo

n/a

LIST

n/a

Radio Group

If No, then please check one.

B.3.0.3.1

1. An alternate strategic planning document that governs this investment is attached.

An alternate strategic planning document that governs this investment is attached

n/a

Radio Group

n/a

CEDSNo

n/a

Planning Document

n/a

Radio

Select this option.

B.3.0.3.1.0

n/a

Alternate strategic planning document

PlanningDocument

Global

att:AttachedFileDataType

n/a

Required if CEDSNo is Planning Document, otherwise disabled.

FILE

n/a

Single_File

Attach the alternate strategic planning document that governs this investment.

B.3.0.3.2

2. This investment is to develop a "strategy grant" to develop, update or refine a CEDS.

This investment is to develop a "strategy grant" to develop, update or refine a CEDS

n/a

Radio Group

n/a

CEDSNo

n/a

Strategy Grant

n/a

Radio

Select this option.

B.3.1

Describe the economic conditions of your region and the needs that this project will address.

Economic Conditions of Region

Yes

RegionEconomicConditions

Agency-specific

n/a

2000

Field

Describe the economic conditions of your region and the needs that this project will address. This field is required.

B.4

4. Applicant’s capability

n/a

Label

n/a

B.4.0

Briefly describe the applicant’s capability to administer, implement, and maintain the project.

Applicant's Capability

Yes

ApplicantsCapability

Agency-specific

n/a

2000

Field

Briefly describe the applicant’s capability to administer, implement, and maintain the project. This field is required.

B.5

5. List and describe the strategic partners and organizations to be engaged in this project

Partners and Organizations

Yes

Partners

Agency-specific

n/a

2000

Field

List and describe the strategic partners and organizations to be engaged in this project. This field is required.

B.6

6. Describe the investment (project) impact and fit with EDA funding priorities

Investment Impact and Fit

Yes

InvestmentImpact

Agency-specific

n/a

2000

Field

Describe the investment (project) impact and fit with EDA funding priorities. This field is required.

B.7

7. Identify the proposed time schedule for the project

Proposed Time Schedule

Yes

ProposedTimeSchedule

Agency-specific

n/a

1000

Field

Identify the proposed time schedule for the project. This field is required.

B.8

8. Economic impacts of the project

n/a

Label

n/a

B.8.a

a. Please describe the economic impacts of the project:

Economic Impacts

Yes

EconomicImpacts

Agency-specific

n/a

2000

Field

Describe the economic impacts of the project. This field is required.

B.8.b

b. Please identify the total estimated jobs and private investment that is expected to be generated by this project:

n/a

Label

n/a

B.8.b.0.0

Estimated Jobs Created

n/a

Label

n/a

B.8.b.0.1

Estimated Jobs Retained

n/a

Label

n/a

B.8.b.0.2

Estimated Private Investment

n/a

Label

n/a

B.8.b.1.0

n/a

Estimated Jobs Created

EstJobsCreated

Agency-specific

n/a

INTEGER

n/a

999999

Field

Enter estimated number of jobs created.

B.8.b.1.1

n/a

Estimated Jobs Retained

EstJobsRetained

Agency-specific

n/a

INTEGER

n/a

999999

Field

Enter estimated number of jobs retained.

B.8.b.1.2

n/a

Estimated Private Investment

EstPrivateInvestment

Agency-specific

globLib:BudgetAmountDataType

n/a

0.00

999999999999.99

Field

Enter the dollar amount.

B.8.c

c. Please identify the source of Estimates above (check as many as apply):

n/a

Label

n/a

B.8.c.0

Letters from Beneficiaries of the Project

BeneficiariesLetters

Agency-specific

globLib:YesNoDataType

n/a

Check

Check to select.

B.8.c.1

Input/Output Model (e.g. IMPLAN, REMI)

InputOutputModel

Agency-specific

globLib:YesNoDataType

n/a

Check

Check to select.

B.8.c.2

Comparison to Similar Projects

SimilarProjectsComparison

Agency-specific

globLib:YesNoDataType

n/a

Check

Check to select.

B.8.c.3

Other Method (specify below)

OtherMethod

Agency-specific

globLib:YesNoDataType

n/a

Check

Check to select.

B.8.c.3.1

n/a

Specify

Agency-specific

n/a

Required if OtherMethod is checked, otherwise disabled.

n/a

500

Field

Enter explanation of Other Method.

B.9

9. Beneficiaries of the project

n/a

Label

n/a

B.9.0.0

Beneficiary Name

n/a

Label

n/a

B.9.0.1

NAICS Code

n/a

Label

n/a

B.9.0.2

Estimated Jobs Created

n/a

Label

n/a

B.9.0.3

Estimated Jobs Retained

n/a

Label

n/a

B.9.0.4

Estimated Private Investment

n/a

Label

n/a

B.9.1.0

Delete

n/a

Agency-specific

n/a

Deletes this row. This button will only be enabled if more than one row has been added.

n/a

Button

Click to delete this row.

B.9.1.1

n/a

Beneficiary Name

Beneficiary

Agency-specific

n/a

Required if any data is entered in row.

n/a

100

Field

Enter company name.

B.9.1.2

n/a

NAICS Code

NAICSCode

Agency-specific

n/a

Required if any data is entered in row. Enter 6-digit code number. Must be numerical digits only (0-9).

n/a

Field

Enter 6-digit code number.

B.9.1.3

n/a

Estimated Jobs Created

JobsCreated

Agency-specific

n/a

Required if any data is entered in row.

INTEGER

n/a

999999

Field

Enter estimated number of jobs created.

B.9.1.4

n/a

Estimated Jobs Retained

JobsRetained

Agency-specific

n/a

Required if any data is entered in row.

INTEGER

n/a

999999

Field

Enter estimated number of jobs retained.

B.9.1.5

n/a

Estimated Private Investment

PrivateInvestment

Agency-specific

globLib:BudgetAmountDataType

n/a

Required if any data is entered in row.

n/a

0.00

999999999999.99

Field

Enter the dollar amount.

B.9.2

Add Beneficiary

n/a

Agency-specific

n/a

Clicking will add one row, button is disabled if 10 rows have already been added.

n/a

Button

Click to add a row.

B.10

10. Non-EDA funding for the project

n/a

Label

n/a

B.10.a

a. Are all non-EDA funds committed to the project, available as needed, and not conditioned or encumbered in any way that would preclude their use consistent with the purpose of the project?

Non-EDA Funds Available

Yes

FundsAvailable

Radio Group

globLib:YesNoDataType

FundsAvailable

n/a

LIST

n/a

Radio Group

Are all non-EDA funds committed to the project, available as needed, and not conditioned or encumbered in any way that would preclude their use consistent with the purpose of the project? This field is required.

B.10.a.0

Yes

n/a

Radio Group

n/a

FundsAvailable

n/a

Yes

n/a

Radio

Select this option.

B.10.a.1

No (explain below)

n/a

Radio Group

n/a

FundsAvailable

n/a

Radio

Select this option.

B.10.a.2

n/a

Explanation

FundsAvailableExplanation

Agency-specific

n/a

Required if FundsAvailable is No, otherwise disabled. 2 paragraphs.

n/a

1000

Field

If No, enter explanation.

B.10.b

b. Identify the source, nature and amount of all non-EDA funds.

Non-EDA funds Source

Yes

NonEDAFunds

Agency-specific

n/a

1 page.

n/a

4000

Field

Identify the source, nature and amount of all non-EDA funds. This field is required.

B.10.c.

c. Does the applicant plan to seek other federal financial assistance as part of or in connection with this project? If so, please describe the source, amount and any terms and conditions of the funding, and when the funding will be available for use by the applicant.

Other Federal Assistance

Yes

SeekOtherAssistance

Radio Group

globLib:YesNoDataType

SeekOtherAssistance

n/a

LIST

n/a

Radio Group

Does the applicant plan to seek other federal financial assistance as part of or in connection with this project? This field is required.

B.10.c.0

Yes (explain below)

n/a

Radio Group

n/a

SeekOtherAssistance

n/a

Yes

n/a

Radio

Select this option.

B.10.c.1

n/a

Radio Group

n/a

SeekOtherAssistance

n/a

Radio

Select this option.

B.10.c.2

n/a

Explanation

SeekOtherAssistanceExplanation

Agency-specific

n/a

Required if SeekOtherAssistance is Yes, otherwise disabled.

n/a

500

Field

If yes, describe the source, amount and any terms and conditions of the funding, and when the funding will be available for use by the applicant.

B.11

11. Justification for sole source procurement

n/a

Label

n/a

B.11.0

Will you contract work to complete part or all of this project?

Contract Work

Yes

ContractWork

Radio Group

globLib:YesNoDataType

ContractWork

n/a

LIST

n/a

Radio Group

Will you contract work to complete part or all of this project? This field is required.

B.11.0.a

a. No

n/a

Radio Group

n/a

ContractWork

n/a

Radio

Select this option.

B.11.0.b

b. Yes

Yes

n/a

Radio Group

n/a

ContractWork

n/a

Yes

n/a

Radio

Select this option.

B.11.0.2

If yes, will contracts be awarded by competitive bid?

Competitive Bid

CompetitiveBid

Radio Group

globLib:YesNoDataType

CompetitiveBid

Required if ContractWork is Yes, otherwise disabled.

LIST

n/a

Radio Group

If yes, will contracts be awarded by competitive bid?

B.11.0.2.1

i. Yes

n/a

Radio Group

n/a

CompetitiveBid

n/a

Yes

n/a

Radio

Select this option.

B.11.0.2.2

ii. No

Yes

n/a

Radio Group

n/a

CompetitiveBid

n/a

Radio

Select this option.

B.11.0.3.2.0

If contracts will not be awarded by competitive bid, please provide a justification. A cost analysis will be necessary when adequate price competition is lacking, and for sole source procurements.

Justification

JustificationNoncompetitiveBid

Agency-specific

n/a

Required if CompetitiveBid is No, otherwise disabled. 1 page.

n/a

4000

Field

If contracts will not be awarded by competitive bid, please provide a justification. A cost analysis will be necessary when adequate price competition is lacking, and for sole source procurements.

B.12

12. Equipment

n/a

Label

n/a

B.12.0

Will any funds be used to purchase equipment?

Purchase Equipment

Yes

PurchaseEquipment

Radio Group

globLib:YesNoDataType

PurchaseEquipment

n/a

LIST

n/a

Radio Group

Will any funds be used to purchase equipment? This field is required.

B.12.0.0

a. No

n/a

Radio Group

n/a

PurchaseEquipment

n/a

Radio

Select this option.

B.12.0.1

b. Yes

Yes

n/a

Radio Group

n/a

PurchaseEquipment

n/a

Yes

n/a

Radio

Select this option.

B.12.0.2

If yes, will project funding be used to install the equipment?

Install Equipment

InstallEquipment

Radio Group

globLib:YesNoDataType

InstallEquipment

Required if PurchaseEquipment is Yes, otherwise disabled.

LIST

n/a

Radio Group

If yes, will project funding be used to install the equipment?

B.12.0.2.0

Yes

n/a

Radio Group

n/a

InstallEquipment

n/a

Yes

n/a

Radio

Select this option.

B.12.0.2.1

Yes

n/a

Radio Group

n/a

InstallEquipment

n/a

Radio

Select this option.

B.12.1

Please attach a list, including cost, description, purpose, and estimated useful life of any equipment that will be purchased as a part of this project.

Attach List

EquipmentList

Global

att:AttachedFileDataType

n/a

FILE

n/a

Single_File

Please attach a list, including cost, description, purpose, and estimated useful life of any equipment that will be purchased as a part of this project.

C. Regional Eligibility

n/a

Label

n/a

C.1

1. Region

n/a

Label

n/a

C.1.1

Define the area/region that is the basis for the applicant’s claim of eligibility. EDA will review and evaluate documentation submitted by the applicant to verify and determine eligibility.

Region

Yes

RegionEligibility

Agency-specific

n/a

1 page.

n/a

4000

Field

Define the area/region that is the basis for the applicant’s claim of eligibility. EDA will review and evaluate documentation submitted by the applicant to verify and determine eligibility. This field is required.

C.2

2. Source of data provided for regional eligibility determination

n/a

Label

n/a

C.2.1

Check the box denoting what data source you used to establish eligibility:

Data Source

EligibilityDataSource

Radio Group

n/a

EligibilityDataSource

n/a

LIST

n/a

Radio Group

Check the box denoting what data source you used to establish eligibility.

C.2.1.a

a. The most recent ACS data published by the U.S. Census Bureau.

The most recent ACS data published by the U.S. Census Bureau

n/a

Radio Group

n/a

EligibilityDataSource

n/a

ACS Data

n/a

Radio

Select this option.

C.2.1.b

b. The most recent other federal data for the region in which the project is located (e.g., U.S. Census Bureau or the Bureaus of Economic Analysis, Labor Statistics, Indian Affairs, etc.).

The most recent other federal data for the region in which the project is located (e.g., U.S. Census Bureau or the Bureaus of Economic Analysis, Labor Statistics, Indian Affairs, etc.)

n/a

Radio Group

n/a

EligibilityDataSource

n/a

Other Federal Data

n/a

Radio

Select this option.

C.2.1.c

c. If no federal data are available, the most recent data available through the state government for the region in which the project is located.

If no federal data are available, the most recent data available through the state government for the region in which the project is located

n/a

Radio Group

n/a

EligibilityDataSource

n/a

State Data

n/a

Radio

Select this option.

C.2.1.d

d. Other data to substantiate regional eligibility based on a "Special Need" as defined in 13 C.F.R. § 300.3.

Other data to substantiate regional eligibility based on a "Special Need" as defined in 13 C.F.R. 300.3

n/a

Radio Group

n/a

EligibilityDataSource

n/a

Other Data

n/a

Radio

Select this option.

C.2.2

Please attach a copy of the documentation used to support your claim of eligibility:

Documentation

EligibilityDocumentation

Global

att:AttachedFileDataType

n/a

FILE

n/a

Single_File

Please attach a copy of the documentation used to support your claim of eligibility.

C.3

3. Economic distress

n/a

Label

n/a

C.3.0

Check all that apply in establishing regional eligibility (see FFO for more details):

n/a

Label

n/a

C.3.0.a

A. Unemployment rate

Unemployment Rate

UnemploymentRate

Agency-specific

globLib:YesNoDataType

n/a

Check

Check to select.

C.3.0.b

B. Per capita income

Per Capita Income

PerCapitaIncome

Agency-specific

globLib:YesNoDataType

n/a

Check

Check to select.

C.3.0.c

C. Special need, including:

Special Need

SpecialNeed

Agency-specific

globLib:YesNoDataType

n/a

Check

Check to select.

C.3.0.c.1

Substantial out-migration or population loss;

Substantial out-migration or population loss

OutMigration

Agency-specific

globLib:YesNoDataType

n/a

One selection in group is required if SpecialNeed is Yes.

n/a

Check

Check to select.

C.3.0.c.2

Underemployment; that is, employment of workers at less than full-time or at less skilled tasks than their training or abilities permit;

Underemployment; that is, employment of workers at less than full-time or at less skilled tasks than their training or abilities permit

Underemployment

Agency-specific

globLib:YesNoDataType

n/a

One selection in group is required if SpecialNeed is Yes.

n/a

Check

Check to select.

C.3.0.c.3

Military base closure or realignment, defense contractor reductions-in-force, or U.S. Department of Energy defense-related funding reductions;

Military base closure or realignment, defense contractor reductions-in-force, or U.S. Department of Energy defense-related funding reductions

MilitaryBaseClosure

Agency-specific

globLib:YesNoDataType

n/a

One selection in group is required if SpecialNeed is Yes.

n/a

Check

Check to select.

C.3.0.c.4

Natural or other major disasters or emergencies;

Natural or other major disasters or emergencies

NaturalDisaster

Agency-specific

globLib:YesNoDataType

n/a

One selection in group is required if SpecialNeed is Yes.

n/a

Check

Check to select.

C.3.0.c.5

Extraordinary depletion of natural resources;

Extraordinary depletion of natural resources

NaturalResourceDepletion

Agency-specific

globLib:YesNoDataType

n/a

One selection in group is required if SpecialNeed is Yes.

n/a

Check

Check to select.

C.3.0.c.6

Closing or restructuring of an industrial firm or loss of other major employer;

Closing or restructuring of an industrial firm or loss of other major employer

ClosingRestructuring

Agency-specific

globLib:YesNoDataType

n/a

One selection in group is required if SpecialNeed is Yes.

n/a

Check

Check to select.

C.3.0.c.7

Negative effects of changing trade patterns; or

Negative effects of changing trade patterns

ChangingTradePatterns

Agency-specific

globLib:YesNoDataType

n/a

One selection in group is required if SpecialNeed is Yes.

n/a

Check

Check to select.

C.3.0.c.8

Other circumstances set forth in the applicable FFO (please explain below).

Other circumstances set forth in the applicable FFO (please explain below)

Other

Agency-specific

globLib:YesNoDataType

n/a

One selection in group is required if SpecialNeed is Yes.

n/a

Check

Check to select.

C.3.0.c.8.1

n/a

Explanation

OtherExplanation

Agency-specific

n/a

Required if Other is checked, otherwise disabled.

n/a

500

Field

If Other, enter explanation.

C.4

4. Substantial direct benefit

n/a

Label

n/a

C.4.0

If the project does not meet any of the criteria above, is it located in an Economic Development District (EDD), and will it provide substantial direct benefit to residents of an area within that EDD that does meet the distress criteria?

Located in Economic Development District

LocatedInEconomicDevelopmentDistrict

Radio Group

globLib:YesNoDataType

LocatedInEconomicDevelopmentDistrict

n/a

LIST

n/a

Radio Group

C.4.0.1

Yes

n/a

Radio Group

n/a

LocatedInEconomicDevelopmentDistrict

n/a

Yes

n/a

Radio

Select this option.

C.4.0.2

n/a

Radio Group

n/a

LocatedInEconomicDevelopmentDistrict

n/a

Radio

Select this option.

C.4.1

Which Economic Development District?

Economic Development District

EconomicDevelopmentDistrict

Agency-specific

n/a

1 paragraph.

n/a

500

Field

Enter Economic Development District.

C.4.2

Please explain how the proposed project will provide a substantial direct benefit to this geographic area within the EDD.

Benefit

DirectBenefit

Agency-specific

n/a

1 page.

n/a

4000

Field

Please explain how the proposed project will provide a substantial direct benefit to this geographic area within the EDD.

D. Budget and Staffing

n/a

Label

n/a

D.0

To be completed by applicants for non-construction assistance only

n/a

Label

n/a

D.1

1. Budget justification

Budget Justification

BudgetJustification

Agency-specific

n/a

2 pages.

n/a

8000

Field

Enter the budget justification.

D.2

2. Indirect costs

Indirect Costs

IndirectCosts

Agency-specific

n/a

2 pages.

n/a

8000

Field

Enter indirect costs.

D.3

3. Key applicant staff

Key Applicant Staff

KeyApplicantStaff

Agency-specific

n/a

2 pages.

n/a

8000

Field

Enter key applicant staff.

E. Administrative Requirements

n/a

Label

n/a

E.1

1. Civil rights

n/a

Label

n/a

E.1.a

a. Does the applicant understand and agree to comply with all applicable civil rights requirements (see 13 C.F.R. § 302.20)?

Civil Rights Requirements

Yes

CivilRightsComplianceApplicant

Radio Group

globLib:YesNoDataType

CivilRightsComplianceApplicant

n/a

LIST

n/a

Radio Group

Does the applicant understand and agree to comply with all applicable civil rights requirements (see 13 C.F.R. 302.20)? This field is required.

E.1.a.0

Yes

n/a

Radio Group

n/a

CivilRightsComplianceApplicant

n/a

Yes

n/a

Radio

Select this option.

E.1.a.1

No (explain below)

n/a

Radio Group

n/a

CivilRightsComplianceApplicant

n/a

Radio

Select this option.

E.1.a.2

n/a

Explanation

CivilRightsComplianceApplicantExplanation

Agency-specific

n/a

Required if CivilRightsComplianceApplicant is No, otherwise disabled. 2 paragraphs.

n/a

1000

Field

If No, enter explanation.

E.1.b

b. Do identified "Other Parties," businesses that will create and/or save fifteen or more jobs as a result of the EDA project, understand and agree to comply with all applicable civil rights requirements, including the requirement to provide signed assurances of compliance (ED-900B)?

Other Parties Civil Rights Requirements

Yes

CivilRightsComplianceOtherParties

Radio Group

globLib:YesNoNotApplicableDataType

CivilRightsComplianceOtherParties

n/a

LIST

n/a

Radio Group

Do identified "Other Parties," businesses that will create and/or save fifteen or more jobs as a result of the EDA project, understand and agree to comply with all applicable civil rights requirements, including the requirement to provide signed assurances of compliance (ED-900B)? This field is required.

E.1.b.0

Not Applicable (No Other Parties Identified)

n/a

Radio Group

n/a

CivilRightsComplianceOtherParties

n/a

Not Applicable

n/a

Radio

Select this option.

E.1.b.1

Yes

n/a

Radio Group

n/a

CivilRightsComplianceOtherParties

n/a

Yes

n/a

Radio

Select this option.

E.1.b.2

No (explain below)

n/a

Radio Group

n/a

CivilRightsComplianceOtherParties

n/a

Radio

Select this option.

E.1.b.3

n/a

Explanation

CivilRightsComplianceOtherPartiesExplanation

Agency-specific

n/a

Required if CivilRightsComplianceOtherParties is No, otherwise disabled. 2 paragraphs.

n/a

1000

Field

If No, enter explanation.

E.2

2. Lobbying certifications

n/a

Label

n/a

E.2.0

Will you be able to comply with federal requirements regarding lobbying?

Federal Requirements Regarding Lobbying

Yes

LobbyingFederalRequirements

Radio Group

globLib:YesNoDataType

LobbyingFederalRequirements

n/a

LIST

n/a

Radio Group

Will you be able to comply with federal requirements regarding lobbying? This field is required.

E.2.0.0

Yes

n/a

Radio Group

n/a

LobbyingFederalRequirements

n/a

Yes

n/a

Radio

Select this option.

E.2.0.1

No (explain below)

n/a

Radio Group

n/a

LobbyingFederalRequirements

n/a

Radio

Select this option.

E.2.0.2

n/a

Explanation

LobbyingFederalRequirementsExplanation

Agency-specific

n/a

Required if LobbyingFederalRequirements is No, otherwise disabled. 2 paragraphs.

n/a

1000

Field

If No, enter explanation.

E.3

3. Compliance with Executive Order 12372, State Single Point of Contact (SPOC)

n/a

Label

n/a

E.3.0

Does the state in which the project will be located have a project review process that requires submission to a Single Point of Contact (SPOC)?

Single Point of Contact

Yes

SPOC

Radio Group

globLib:YesNoDataType

SPOC

n/a

LIST

n/a

Radio Group

Does the state in which the project will be located have a project review process that requires submission to a Single Point of Contact (SPOC)? This field is required.

E.3.0.a

a. No. Go to Question D.4

No. Go to Question D.4

n/a

Radio Group

n/a

SPOC

n/a

Radio

Select this option.

E.3.0.b

b. Yes

Yes

n/a

Radio Group

n/a

SPOC

n/a

Yes

n/a

Radio

Select this option.

E.3.0.b.0

If Yes, does this request for EDA investment assistance meet the SPOC process established by the state?

Meet SPOC Process

SPOCProcess

Radio Group

globLib:YesNoDataType

SPOCProcess

Required if SPOC is Yes, otherwise disabled.

LIST

n/a

Radio Group

If Yes, does this request for EDA investment assistance meet the SPOC process established by the state?

E.3.0.b.1

i. No

n/a

Radio Group

n/a

SPOCProcess

n/a

Radio

Select this option.

E.3.0.b.1.0

Please explain why not

Please Explain Why Not

SPOCProcessExplanation

Agency-specific

n/a

Required if SPOCProcess is No, otherwise disabled. 2 paragraphs.

n/a

1000

Field

If No, enter explanation.

E.3.0.b.2

ii. Yes

n/a

Radio Group

n/a

SPOCProcess

n/a

Radio

Select this option.

E.3.0.b.2.0

If Yes, were SPOC comments/clearance received?

SPOC Comments Received

SPOCCommentsReceived

Radio Group

n/a

SPOCCommentsReceived

Required if SPOCProcess is Yes, otherwise disabled.

LIST

n/a

Radio Group

If Yes, were SPOC comments/clearance received?

E.3.0.b.2.a

a. Yes

Yes

n/a

Radio Group

n/a

SPOCCommentsReceived

n/a

Yes

n/a

Radio

Select this option.

E.3.0.b.2.a.0

Please attach the comments/clearance:

Comments/Clearance

CommentsClearanceDocument

Global

att:AttachedFileDataType

n/a

Enabled if SPOCCommentsReceived 'a. Yes' is checked, otherwise disabled.

FILE

n/a

Single_File

Please attach the comments/clearance.

E.3.0.b.2.b

b. No. The review period has expired and no comments were received.

No. The review period has expired and no comments were received

n/a

Radio Group

n/a

SPOCCommentsReceived

n/a

No. The review period has expired and no comments were received

n/a

Radio

Select this option.

E.3.0.b.2.c

c. No. Comments have been requested but the review period has not yet expired.

No. Comments have been requested but the review period has not yet expired

n/a

Radio Group

n/a

SPOCCommentsReceived

n/a

No. Comments have been requested but the review period has not yet expired

n/a

Radio

Select this option.

E.3.0.b.2.c.0

Please attach evidence of your request for comments:

Evidence of Request

RequestEvidence

Global

att:AttachedFileDataType

n/a

Enabled if SPOCCommentsReceived 'c. No' is checked, otherwise disabled.

FILE

n/a

Single_File

Please attach evidence of your request for comments.

E.4

4. Single Audit Act Requirement

n/a

Label

n/a

E.4.a

a. Does the applicant understand and agree to the requirements of subpart F of 2 C.F.R. part 200 regarding federal audits?

Single Audit Act Requirement

Yes

SingleAuditActRequirement

Radio Group

globLib:YesNoDataType

SingleAuditActRequirement

n/a

LIST

n/a

Radio Group

Does the applicant understand and agree to the requirements of subpart F of 2 C.F.R. part 200 regarding federal audits? This field is required.

E.4.a.0

Yes

n/a

Radio Group

n/a

SingleAuditActRequirement

n/a

Yes

n/a

Radio

Select this option.

E.4.a.1

n/a

Radio Group

n/a

SingleAuditActRequirement

n/a

Radio

Select this option.

E.4.b

b. Is the applicant currently audited under the Single Audit Act?

Single Audit Act Audit

Yes

SingleAuditActAudit

Radio Group

globLib:YesNoDataType

SingleAuditActAudit

n/a

LIST

n/a

Radio Group

Is the applicant currently audited under the Single Audit Act? This field is required.

E.4.b.1

i. No

n/a

Radio Group

n/a

SingleAuditActAudit

n/a

Radio

Select this option.

E.4.b.2

ii. Yes, If yes:

Yes

n/a

Radio Group

n/a

SingleAuditActAudit

n/a

Yes

n/a

Radio

Select this option.

E.4.b.2.1

1) What is the date of the most recent audit?

Audit Date

AuditDate

Agency-specific

n/a

Required if SingleAuditActAudit is Yes, otherwise disabled.

DATE

n/a

Field

Enter the date in the format MM/DD/YYYY.

E.4.b.2.2

2) Was this audit submitted to the Federal Audit Clearinghouse?

Federal Audit Clearinghouse

FederalAuditClearinghouse

Radio Group

globLib:YesNoDataType

FederalAuditClearinghouse

Required if SingleAuditActAudit is Yes, otherwise disabled.

LIST

n/a

Radio Group

Was this audit submitted to the Federal Audit Clearinghouse?

E.4.b.2.2.0

Yes

n/a

Radio Group

n/a

FederalAuditClearinghouse

n/a

Yes

n/a

Radio

Select this option.

E.4.b.2.2.1

n/a

Radio Group

n/a

FederalAuditClearinghouse

n/a

Radio

Select this option.

F. Requirements for Non-Governmental Applicants (Excluding Public Universities and Certain District Organizations)

n/a

Label

n/a

F.0

As indicated below, non-governmental applicants (excluding public universities and district organizations) must also provide a copy of the following items, either using the Attachments form that is part of the application package downloaded from www.Grants.gov or providing a hard copy.

n/a

Label

n/a

F.1

1. Non-profit organizations must provide a current Certificate of Good Standing from the State in which they are incorporated.

n/a

Label

n/a

F.2

2. New non-profit organization applicants must provide their Articles of Incorporation and By-Laws. Non-profits with an active EDA grant must either provide a) a revised copy of their Articles of Incorporation or By-Laws if these have been amended or b) a statement certifying that there has been no change in the organization’s Articles of Incorporation or By-Laws.

n/a

Label

n/a

F.3

3. Non-profit organizations must provide a resolution passed by a general purpose political subdivision of a State (e.g., local government entity) or a letter signed by an authorized representative of a local government acknowledging that the applicant is acting in cooperation with officials of the political subdivision. EDA may waive this requirement for certain projects of significant regional or national scope (see 13 CFR § 301.2(b)).

n/a

Label

n/a

F.4

4. If applying for a construction or RLF investment, an applicant must afford the appropriate general purpose governmental authority a minimum of 15 days to review and comment on the proposed project (13 CFR § 302.9(a)).

n/a

Label

n/a

F.4.0

Will the applicant be able to provide these comments?

Provide Comments

ProvideComments

Radio Group

n/a

ProvideComments

n/a

LIST

n/a

Radio Group

Will the applicant be able to provide these comments?

F.4.0.0

Yes

n/a

Radio Group

n/a

ProvideComments

n/a

Yes

n/a

Radio

Select this option.

F.4.0.1

Not applicable, because the applicant is not applying for a construction or RLF grant

n/a

Radio Group

n/a

ProvideComments

n/a

Not applicable, because the applicant is not applying for a construction or RLF grant

n/a

Radio

Select this option.

F.4.0.2

Not applicable, because this requirement has been satisfied under an existing RLF plan

n/a

Radio Group

n/a

ProvideComments

n/a

Not applicable, because this requirement has been satisfied under an existing RLF plan

n/a

Radio

Select this option.

F.4.0.3

No, for another reason (explain below)

No, for another reason

n/a

Radio Group

n/a

ProvideComments

n/a

No, for another reason

n/a

Radio

Select this option.

F.4.0.3.0

n/a

Explanation

ProvideCommentsExplanation

Agency-specific

n/a

Required if ProvideComments is 'No, for another reason', otherwise disabled. 2 paragraphs.

n/a

1000

Field

If No, for another reason, enter explanation.

2.0

Instructions for Form ED-900

n/a

Label

n/a

2.A

A. Applicant Information

n/a

Label

n/a

2.A.1

1) EDA Application Identifier – If EDA has previously provided an identifier for your proposal/application, please enter that identifier here. Otherwise, leave blank.

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2.A.2

2) Please identify all applicants for this project:

The Lead Applicant should be the party who is responsible for handling disbursement of funds and reporting to EDA.

Note that Sam.gov registration is required of all EDA applicants and awardees. Please list the relevant CAGE Code and SAM.gov expiration data for all applicants and co-applicants (if any).

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Label

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2.B

B. Project Information

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2.B.1

1. Define and describe the region in which the investment (project) is located

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2.B.1.0

Clearly and concisely describe the region where the project will be located, including the specific geographic location of the project within the region, as well as background on the assets of the area, which may include clusters, and workforce, physical, educational and financial infrastructure.

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2.B.2

2. Describe and outline the scope of work for the proposed EDA investment

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2.B.2.0

List specific activities that will be undertaken and the specific deliverables that will be produced as a result of this investment. The description of the proposed project must include a clear statement of the overall purpose of the project, and key milestones and an associated schedule for when the project could start, when key milestones could be achieved, and when the project is anticipated to be completed.

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2.B.2.1

Applicants for construction assistance (including design and engineering assistance) should also include a statement of project components. Indicate if the proposed project involves the construction of a new facility or facilities or the enlargement, expansion, renovation, or replacement of an existing facility or facilities. Describe the existing facility and proposed project components in terms of dimensions, capacities, quantities, etc.

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2.B.2.2

Applicants for Partnership Planning Assistance should provide a narrative on the economic development activities that will be undertaken including managing and maintaining the CEDS process.

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2.B.2.3

Applicants for Short Term Planning Assistance should provide a narrative explaining how the proposed scope of work will enhance economic development planning capacity of the identified region. Include any relationship or collaboration with other public and private entities. Please explain how the strategy will expand the capacity of public officials and economic development organizations to work effectively with employers and enable the region to plan and coordinate the use of available resources to support economic recovery and the development of a regional economy and/or develop innovative approaches to economic revitalization in the region.

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2.B.2.4

Applicants for State Planning Assistance should provide a narrative outlining the proposed scope of work for the project. Include the relationship to any existing CEDS or similar planning processes in the region and the goals and objectives of the proposed project.

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2.B.3

3. Economic development needs

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2.B.3.0

Except for grants to fund developing, updating or refining a CEDS as described in 13 C.F.R. § 303.7, the region in which Public Works or Economic Adjustment projects will be located must have a CEDS with which the project is consistent.

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2.B.3.a

a. Does the region in which the project will be located have a Comprehensive Economic Development Strategy (CEDS)?

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2.B.3.a.0

If Yes, what is the source? Note: If you are unsure if your region has a CEDS, please contact your local District Organization. In areas without a District Organization, CEDS may also be obtained at the City, County, or State level.

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2.B.3.a.1.0

If No, then please check one of the indicated options:

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2.B.3.a.1.1

1. There is an alternate strategic planning document that will govern this investment. Please identify the strategy and provide a copy of this planning document, either by attaching the document to this application or submitting a hard copy.

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Label

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2.B.3.a.1.2

2. This investment is to create a strategy plan to develop, update or refine a CEDS. Please explain how the strategy will expand the capacity of public officials and economic development organizations to work effectively with employers and enable the region to plan and coordinate the use of available resources to support economic recovery and the development of a regional economy and/or develop innovative approaches to economic revitalization in the region.

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2.B.3.b

b. Briefly describe the economic conditions of the region described in A.1, as well as the economic adjustment problems or economic dislocations the region has experienced (or is about to experience) and the regional impact of these conditions. How does the project address the economic development needs of the region and the goals and objectives of the CEDS for the region or the alternate strategic planning document described in section b below? See 13 C.F.R. part 303.

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2.B.4

4. Applicant’s capability

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2.B.4.0

Briefly describe the applicant’s capability to administer, implement, and maintain the project.

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2.B.5

5. List and describe strategic partners and organizations to be engaged in this project

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2.B.5.0

Describe existing regional partnerships (if any) that are directly engaged in supporting the proposed project, including a discussion of the extent of participation of government agencies, private sector interests, education providers, non-profits, community and labor groups, workforce boards, utilities, etc.

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2.B.6

6. Describe the investment (project) impact and fit with EDA funding priorities

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2.B.6.0

Concisely document how the proposed project aligns with one or more of EDA’s investment priorities. Applicants that propose projects that do not align with EDA’s investment priorities will not be as competitive as those that do. Applicants are strongly encouraged to review EDA’s investment priorities, as outlined in the applicable Federal Funding Opportunity (FFO) announcement on www.Grants.gov.

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Provide link to http://www.grants.gov/

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2.B.7

7. Proposed time schedule for the project

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2.B.7.0

Provide a proposed time schedule for completion of the project, including when (month/year) the project will begin and end. Explain any potential issues that could affect project implementation.

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2.B.8

8. Economic impacts of the project

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2.B.8.0

Provide a clear and compelling justification for the long-term potential economic impact of the proposed project, through anticipated job creation or retention, private investment leveraging, number of businesses or collaborations supported, or other appropriate measures. All job and private investment estimates should reflect the anticipated impact within nine years of the potential EDA investment. Applicants must attach letters of commitment from any identified beneficiaries.

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2.B.8.1

For all other measures, applicants should clearly identify the expected time frame. In all cases, applicants must document the benefit and provide third-party data or information available to support these claims.

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2.B.9

9. Beneficiaries of the project

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2.B.9.0

If applicants have identified specific private sector employers that are expected to create and/or save jobs as a result of the project, applicants should list those beneficiaries in the table provided. All job and private investment estimates should reflect the anticipated impact within nine years of the potential EDA investment.

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2.B.9.1

NAICS Code: The NAICS code for the major industry category of the beneficiary company (see www.naics.com for a searchable list).

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Label

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2.B.9.2

Jobs Created: The number of jobs that the company expects to create as a result of the project.

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Label

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2.B.9.3

Jobs Retained: The number of jobs that the company expects to retain as a result of the project.

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Label

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2.B.9.4

Private Investment: The amount of private investment that the company expects to make in its business/community as a result of the project.

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2.B.9.5

Form ED-900B must be completed by each beneficiary that expects to create and/or save fifteen or more jobs as a result of the project.

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2.B.10

10. Non-EDA funding for the project

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2.B.10.0

Please attach evidence of commitment from all funding sources. Select the appropriate response to each question. Applicants should identify the source, nature and amount of all non-EDA funds, including in-kind contributions (non-cash contributions of space, equipment, services, or assumptions of debt). Explain the status of all funding commitments, including the date the funds will be available from each source, and describe any conditions or restrictions on the use of such funds. If in-kind contributions are included, explain the basis on which they are valued.

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2.B.11

11. Justification for sole source procurement

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2.B.11.0

Select the appropriate response to each question.

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2.B.12

12. Equipment

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2.B.12.0

Select the appropriate response to each question.

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2.C

C. Regional Eligibility

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2.C.0.0

Public Works and Economic Adjustment Assistance projects must satisfy regional eligibility requirements (see FFO for more details). This section will assist EDA in determining if the proposed project satisfies these eligibility requirements.

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2.C.0.1

Planning and Technical Assistance applications: although meeting specific distress criteria is not a prerequisite for funding under these programs, the economic distress level of the region impacted by a project serves as the basis for establishing the EDA share of the total cost of the project and can inform competitiveness.

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2.C.0.2

Please answer all questions completely and accurately and attach explanations and supporting documentation where applicable.

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2.C.1

1. Region

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2.C.1.0

Clearly define the area/region that is the basis for your claim of eligibility.

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2.C.2

2. Source of data provided for regional eligibility determination

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2.C.2.0

Check the appropriate box denoting what data source you used to establish eligibility. Please attach data used to establish eligibility.

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2.C.3

3. Economic Distress

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2.C.3.0

Check all that apply in establishing regional eligibility (see FFO for more details):

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2.C.3.A

A. Unemployment rate: The project is located in a region that has an unemployment rate that is, for the most recent 24-month period for which data are available, at least one percentage point above the national unemployment rate.

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2.C.3.B

B. Per capita income: The project is located in a region that has a per capita income that is, for the most recent period for which data are available, 80 percent or less of the national average per capita income.

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2.C.3.C

C. Special need: The project is located in a region that has experienced or is about to experience a "Special Need" (as defined in 13 C.F.R. § 300.3) arising from actual or threatened severe unemployment or economic adjustment problems resulting from severe short-term or long-term changes in economic conditions, including: Substantial out-migration or population loss; {check box}Underemployment; that is, employment of workers at less than full-time or at less skilled tasks than their training or abilities permit; Military base closure or realignment, defense contractor reductions-in-force, or U.S. Department of Energy defense-related funding reductions; Natural or other major disasters or emergencies; Extraordinary depletion of natural resources; Closing or restructuring of an industrial firm or loss of other major employer; Negative effects of changing trade patterns; or other circumstances set forth in the applicable FFO.

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2.C.4

4. Substantial Direct Benefit

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2.C.4.0

A project located within an Economic Development District (EDD) that is located in a region that does not meet the economic distress criteria set forth in section B.3 above, is also eligible for EDA investment assistance if EDA determines that the project will be of "substantial direct benefit" to a geographic area within the EDD that meets the distress criteria set forth in question B.3 above by providing significant employment opportunities for unemployed, underemployed, or low-income residents of the distressed geographic area within the EDD. If applicable, identify the EDD in which the proposed project will be located, as well as the geographic area within the EDD that meets the economic distress criteria detailed in section B.3., and explain how the proposed project will provide a substantial direct benefit to this geographic area within the EDD. (See FFO for more details.)

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2.D

D. Budget and Staffing

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2.D.0

To be completed by applicants for non-construction assistance only

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2.D.1

1. Budget justification

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2.D.1.0

Provide a clear budget justification that identifies how funds in each line item of the budget will be utilized to support the proposed project. Explain the proposed use of any amounts budgeted for "Equipment," "Contractual," or "Other," if any, on Form SF-424A, Budget Information - Non-Construction Programs.

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2.D.2

2. Indirect costs

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2.D.2.0

Explain the types of indirect costs, if any, on Form SF-424A. If there are any indirect costs, please submit a copy of the current Indirect Cost Rate Agreement that your organization has with its cognizant Federal agency.

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2.D.3

3. Key applicant staff

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2.D.3.0

Identify key applicant staff who will undertake and complete project activities. Include a description of the knowledge, organizational experience, and expertise of individual staff members. In addition, explain how organizational resources will be used to complete project activities. For National Technical Assistance, Training and Research and Evaluation projects, specify which positions will be charged to the federal and non-federal portion of the project budget.

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2.E

E. Administrative Requirements

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2.E.1

1. Civil rights

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2.E.1.0

Select the appropriate response, providing an explanation if "no."

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Label

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2.E.2

2. Lobbying certifications

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2.E.2.0

All applicants for federal financial assistance must certify that federal funds have not been used and will not be used for lobbying in connection with this request for federal financial assistance (Form CD-511). If non-federal funds have been or are planned to be used for lobbying in connection with this request for federal financial assistance, Form SF-LLL also must be completed. Applicants must comply with 13 C.F.R. § 302.10 regarding attorneys' and consultants' fees and the employment of expediters. This regulation requires that applicants identify and disclose the amount of fees paid to anyone engaged to assist the applicant in obtaining assistance under the Public Works and Economic Development Act of 1965 (PWEDA), as amended.

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2.E.3

3. Compliance with Executive Order 12372, State Single Point of Contact (SPOC)

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2.E.3.0

Select the appropriate response to each question, please attach any comments that have been received. If the comment period has not yet expired or comments were not received, attach evidence of your request for comments.

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2.E.4

4. Single Audit Act Requirement

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2.E.4.0

Select the appropriate response to each question.

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2.F

F. Requirements for Non-Governmental Applicants (Excluding Public Universities and Certain District Organizations)

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2.F.0

As indicated, non-governmental applicants must also provide a copy of the requested items, either using the Attachments form that is part of the application package downloaded from www.Grants.gov or submitting a hard copy. Public Universities and Certain District Organizations may be exempt from this requirement, please contact your Regional Office to determine the requirements applicable to your organization.

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Sheet 6: Templates

DATA ANALYSIS ROW TEMPLATES

INSTRUCTIONS: Listed below are Data Analysis row templates for data elements and formats defined in the Global Library. To copy into your DAT, select Edit, Copy from the menu at the top of the screen. Click on the FORM DAT tab at the bottom of the screen. Click on the row number you want to paste the template into. From the menu, select Edit, Paste. Use the instructions on the DAT INSTRUCTIONS tab as guidance for filling in all columns in red.

[1]

[2]

[3]

[4]

[5]

[6]

[7]

[8]

[9]

[10]

[11]

[12]

[13]

[14]

[15]

[16]

[17]

Field #

Field
Label

Short Field
Label

Required?

Minimum
Occurrences

Maximum
Occurrences

Agency Field
Name

Field Type

Global Library
Field Name

Field Type
Source

Business Rules

Data Type

List of
Values

Min # of Chars or
Min Value

Max # of
Chars or
Max Value

Field
Implementation

Help Tip

GLOBAL DATA ELEMENTS

Fill In
Unique #

Agency Name:

Agency Name

Fill In

AgencyName

Global or
Forward-populated

globLib:AgencyNameDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Fill In

Field

Enter the name of the Federal Agency.

Fill In
Unique #

Applicant ID:

Applicant ID

Fill In

ApplicantID

Global or
Forward-populated

globLib:ApplicantIDDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Fill In

Field

Enter the applicant's control number (if applicable)

Fill In
Unique #

CFDA Number:

CFDA Number

Fill In

CFDANumber

Global

globLib:CFDANumberDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Fill In

Field

Enter the Catalog of Federal Domestic Assistance number. The first two digits identify the Federal department or agency that administers the program, and the last three numbers are assigned in numerical sequence.

Fill In
Unique #

CFDA/Program Title:

CFDA/Program Title

Fill In

CFDAProgramTitle

Global

globLib:CFDATitleDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Fill In

120

Field

Enter the Catalog of Federal Domestic Assistance program title.

Fill In
Unique #

Congressional District: Applicant:

Applicant District

Fill In

CongressionalDistrictApplicant

Global or
Forward-populated

globLib:CongressionalDistrictDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Fill In

Field

Fill In
Unique #

Congressional District: Program/Project:

Program District

Fill In

CongressionalDistrictProgramProject

Global or
Forward-populated

globLib:CongressionalDistrictDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Fill In

Field

Enter the Congressional District in the format: 2 character State Abbreviation - 3 character District Number. Examples: CA-005 for California's 5th district, CA-012 for California's 12th district.

If all districts in a state are affected, enter "all" for the district number. Example: MD-all for all congressional districts in Maryland.

If nationwide (all districts in all states), enter US-all.

If the program/project is outside the US, enter 00-000.

Fill In
Unique #

Country:

Country

Fill In

Country

Global or
Forward-populated

globLib:CountryDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

LIST

ISO 3166 Country Code List

Fill In

Popup

Select the Country from the provided list. This field is required.

Fill In
Unique #

Department Name:

Department Name

Fill In

DepartmentName

Global or
Forward-populated

globLib:DepartmentNameDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Fill In

Field

Enter the name of primary organizational department, service, laboratory, or equivalent level within the organization which will undertake the assistance activity.

Fill In
Unique #

Division Name:

Division Name

Fill In

DivisionName

Global or
Forward-populated

globLib:DivisionNameDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Fill In

Field

Enter the name of primary organizational division, office, or major subdivision which will undertake the assistance activity.

Fill In
Unique #

DUNS Number:

DUNS Number

Fill In

DUNSNumber

Global or
Forward-populated

globLib:DUNSIDDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

If entered length is 9, then append '0000'

n/a

Field

Enter the DUNS or DUNS+4 number of the applicant organization.

Fill In
Unique #

Email:

Fill In

Global or
Forward-populated

globLib:EmailDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

E-mail validation

n/a

Fill In

Field

Enter a valid Email Address.

Fill In
Unique #

Employer/Taxpayer Identification Number (EIN/TIN):

EIN/TIN

Fill In

EmployerTaxpayerIdentificationNumber

Global or
Forward-populated

globLib:EmployerIDDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Field

Enter either TIN or EIN as assigned by the Internal Revenue Service. If your organization is not in the US, enter 44-4444444

Fill In
Unique #

Fax:

Fax

Fill In

Fax

Global or
Forward-populated

globLib:TelephoneNumberDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Fill In

Field

Enter the Fax Number.

Fill In
Unique #

Federal Award Identifier:

Federal Award Identifier

Fill In

FederalAwardIdentifier

Global or
Forward-populated

globLib:ProjectAwardNumberDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Fill In

Field

Enter the award number previously assigned by the Federal agency, if any.

Fill In
Unique #

Federal Entity Identifier:

Federal Entity Identifier

Fill In

FederalEntityIdentifier

Global or
Forward-populated

globLib:FederalIDDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Fill In

Field

Enter the number assigned to your organization by the Federal agency.

Fill In
Unique #

Organization Name (Legal Name):

Organization Name

Fill In

OrganizationName

Global or
Forward-populated

globLib:OrganizationNameDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Fill In

Field

Enter the legal name of the applicant that will undertake the assistance activity.

Fill In
Unique #

Telephone Number:

Telephone Number

Fill In

PhoneNumber

Global or
Forward-populated

globLib:TelephoneNumberDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Fill In

Field

Enter the daytime Telephone Number. This field is required.

Fill In
Unique #

Project Name:

Project Name

Fill In

ProjectName

Global or
Forward-populated

globLib:ProjectNameDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Fill In

Field

Enter the name of the project.

Fill In
Unique #

Project Title:

Project Title

Fill In

ProjectTitle

Global or
Forward-populated

globLib:ProjectTitleDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Fill In

200

Field

Enter a brief, descriptive title of the project.

Fill In
Unique #

Social Security Number :

Social Security Number

Fill In

SocialSecurityNumber

Global or
Forward-populated

globLib:SocialSecurityNumberDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

SSN format validation

n/a

Field

Enter a 9-digit Social Security Number. Disclosure of SSN is voluntary. Please see the application package instructions for the agency’s authority and routine uses of the data.

Fill In
Unique #

Title:

Title

Fill In

Title

Global or
Forward-populated

globLib:HumanTitleDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Fill In

Field

Enter the position title.

Fill In
Unique #

Type of Applicant:

Type of Applicant

Fill In

TypeofApplicant

Global or
Forward-populated

globLib:ApplicantTypeCodeDataType

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

LIST

A. State Government&&
B. County Government&&
C. City or Township Government&&
D. Special District Government&&
E. Regional Organization&&
F. U.S. Territory or Possession&&
G. Independent School District&&
H. Public/State Controlled Institution of
Higher Education&&
I. Indian/Native American Tribal
Government (Federally Recognized)&&
J. Indian/Native American Tribal&&
Government (Other than Federally
Recognized)&&
K. Indian/Native American Tribally
Designated Organization&&
L. Public/Indian Housing Authority&&
M. Nonprofit with 501C3 IRS Status (Other
than Institution of Higher Education)&&
N. Nonprofit without 501C3 IRS Status
(Other than Institution of Higher
Education)&&
O. Private Institution of Higher Education&&
P. Individual&&
Q. For-Profit Organization (Other than
Small Business)&&
R. Small Business&&
S. Hispanic-serving Institution&&
T. Historically Black Colleges and
Universities (HBCUs)&&
U. Tribally Controlled Colleges and
Universities (TCCUs)&&
V. Alaska Native and Native Hawaiian
Serving Institutions&&
W. Non-domestic (non-US) Entity&&
X. Other (specify)&&

0 if optional, 15 if required

Popup

Select the appropriate applicant type code.

DATA ELEMENTS THAT MAY BE PRE-POPULATED FROM THE APPLICATION PACKAGE

Fill In
Unique #

Agency Name:

Agency Name

Yes

AgencyName

Pre-populated

globLib:AgencyNameDataType

SubmissionDef.AgencyName

n/a

Field

Pre-populated from the Application cover sheet.

Fill In
Unique #

CFDA Number:

CFDA Number

CFDANumber

Pre-populated

globLib:CFDANumberDataType

SubmissionDef.CFDANumber

n/a

Field

Pre-populated from the Application cover sheet.

Fill In
Unique #

CFDA/Program Title:

CFDA/Program Title

CFDAProgramTitle

Pre-populated

globLib:CFDATitleDataType

SubmissionDef.CFDATitle

n/a

120

Field

Pre-populated from the Application cover sheet.

Fill In
Unique #

Competition Identification Number:

Competition Number

CompetitionIdentificationNumber

Pre-populated

globLib:CompetitionIDDataType

SubmissionDef.field_CompetitionID

n/a

Field

Pre-populated from the Application cover sheet.

Fill In
Unique #

Competition Identification Title:

Competition Title

CompetitionIdentificationTitle

Pre-populated

globLib:CompetitionIDTitleDataType

SubmissionDef.field_CompetitionIDTitle

n/a

255

Field

Pre-populated from the Application cover sheet.

Fill In
Unique #

Funding Opportunity Number:

Opportuntity Number

Yes

FundingOpportunityNumber

Pre-populated

globLib:OpportunityIDDataType

SubmissionDef.OpportunityID

n/a

Field

Pre-populated from the Application cover sheet. This field is required.

Fill In
Unique #

Funding Opportunity Title:

Opportunity Title

Yes

FundingOpportunityTitle

Pre-populated

globLib:OpportunityTitleDataType

SubmissionDef.OpportunityIDTitle

n/a

255

Field

Pre-populated from the Application cover sheet. This field is required.

DATA ELEMENTS THAT ARE POPULATED AFTER SUBMISSION TO GRANTS.GOV (POST-POPULATED)

Fill In
Unique #

AOR Signature:

AOR Signature

Yes

AORSignature

Post-Populated

globLib:SignatureDataType

n/a

144

Label

Completed by Grants.gov upon submission.

Fill In
Unique #

Date Received:

Date Received

Yes

DateReceived

Post-Populated

globLib:DateReceivedDataType

n/a

DATE

n/a

Label

Completed by Grants.gov upon submission.

Fill In
Unique #

Date Signed:

Date Signed

Yes

DateSigned

Post-Populated

globLib:DateSignedDataType

n/a

DATE

n/a

Label

Completed by Grants.gov upon submission.

DATA ELEMENT GROUPS

Address Group

Fill In
Unique #

Address Group Label

n/a

Fill In

Global

globLib:AddressDataType

n/a

Label

Fill In or n/a

Fill In
Unique #

Street1:

Street1

Yes

Street1

Global or
Forward-populated

globLib:Street1

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Field

Enter the first line of the Street Address. This field is required.

Fill In
Unique #

Street2:

Street2

Global or
Forward-populated

globLib:Street2

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Field

Enter the second line of the Street Address.

Fill In
Unique #

City:

City

Yes

City

Global or
Forward-populated

globLib:City

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Field

Enter the City. This field is required.

Fill In
Unique #

County:

County

Global or
Forward-populated

globLib:County

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Field

Enter the County.

Fill In
Unique #

State:

State

Global or
Forward-populated

globLib:State

If Field Type [8] = Forward-populated
then Fill In source, else n/a

Conditionally required if Country is US then active. If Country is not US, then inactive

LIST

50 US States, US possessions, territories, military codes

Popup

Select the state, US possession or military code from the provided list. This field is required if Country is the United States.

Fill In
Unique #

Province:

Province

Global or
Forward-populated

globLib:Province

If Field Type [8] = Forward-populated
then Fill In source, else n/a

If Country is US then inactive. If Country is not US, then active

n/a

Field

Enter the Province.

Fill In
Unique #

Country:

Country

Yes

Country

Global or
Forward-populated

globLib:Country

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

LIST

ISO 3166 Country Code List

Popup

Select the Country from the provided list. This field is required.

Fill In
Unique #

Zip / Postal Code:

Zip / Postal Code

ZipCode

Global or
Forward-populated

globLib:ZipPostalCode

If Field Type [8] = Forward-populated
then Fill In source, else n/a

Conditionally required if Country is US then required. If Country is not US, then optional.

n/a

Field

Enter the Postal Code (e.g., ZIP code). This field is required if Country is the United States.

Human Name Group

Fill In
Unique #

Human Name Group Label

n/a

Fill In

Global

globLib:HumanNameDataType

n/a

Label

Fill In or n/a

Fill In
Unique #

Prefix:

Prefix

Global or
Forward-populated

globLib:PrefixName

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

LIST

Mr.&&Mrs.&&Miss&&Ms.&&Dr.&&Rev.&&Prof.

Combobox

Select the Prefix from the provided list or enter a new Prefix not provided on the list.

Fill In
Unique #

First Name:

First Name

Yes

FirstName

Global or
Forward-populated

globLib:FirstName

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Field

Enter the First Name. This field is required.

Fill In
Unique #

Middle Name:

Middle Name

MiddleName

Global or
Forward-populated

globLib:MiddleName

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Field

Enter the Middle Name.

Fill In
Unique #

Last Name:

Last Name

Yes

LastName

Global or
Forward-populated

globLib:LastName

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

Field

Enter the Last Name. This field is required.

Fill In
Unique #

Suffix:

Suffix

Global or
Forward-populated

globLib:SuffixName

If Field Type [8] = Forward-populated
then Fill In source, else n/a

n/a

LIST

Jr.&&Sr.&&M.D.&&Ph.D

Combobox

Select the Suffix from the provided list or enter a new Suffix not provided on the list.

GENERAL DATA ELEMENT FORMATS

Fill In
Unique #

ALPHANUMERIC field template
Fill In Field Label

Fill In

Agency-specific

n/a

Fill In

n/a

Fill In

Field

Fill In

Fill In
Unique #

BUTTON template
Fill In Button Label

Fill In

n/a

Agency-specific

n/a

Fill In

n/a

Button

Fill In

Fill In
Unique #

DATE field template
Fill In Field Label

Fill In

Agency-specific

n/a

Fill In

DATE

n/a

Field

Enter the date in the format MM/DD/YYYY.

Fill In
Unique #

DEGREE EARNED template
Fill In Field Label

Fill In

Global

globLib:EducationDegreeDataType

n/a

Fill In

n/a

Fill In

Field

Enter the highest degree earned.

Fill In
Unique #

DOLLAR AMOUNT template
Fill In Field Label

Fill In

Agency-specific

globLib:BudgetAmountDataType

n/a

Fill In

n/a

0.00

999999999999.99

Field

Enter the dollar amount.

Fill In
Unique #

DOLLAR AMOUNT TOTAL template
Fill In Field Label

Fill In

Agency-specific

globLib:BudgetTotalAmountDataType

n/a

Fill In

n/a

0.00

10000000000000.00

Field

Enter the total dollar amount.

Fill In
Unique #

FILE ATTACHMENT template
Fill In Field Label

Fill In

Global

att:AttachedFileDataType

n/a

Fill In

FILE

n/a

Single_File

Attach a file using the appropriate buttons.

Fill In
Unique #

FILE ATTACHMENT template
Fill In Field Label

Fill In

Yes

Fill In

Global

att:AttachedFileDataType

n/a

Fill In

FILE

n/a

Single_File

Attach a file using the appropriate buttons. This attachment is required.

Fill In
Unique #

MULTIPLE FILE ATTACHMENT
Fill In Field Label

Fill In

Global

att:AttachmentGroupMin0Max100DataType

n/a

Fill In

MULTIFILE

n/a

Multi_file

Attach file(s) using the appropriate buttons.

Fill In
Unique #

NUMERIC WITHOUT DECIMALS
field template
Fill In Field Label

Fill In

Agency-specific

n/a

Fill In

INTEGER

n/a

Fill In

Field

Fill In

Fill In
Unique #

NUMERIC WITH DECIMALS
field template
Fill In Field Label

Fill In

Agency-specific

n/a

Fill In

DECIMAL(2)

n/a

Fill In

Field

Fill In

Fill In
Unique #

LABEL template
Fill In Label from form

n/a

Label

Fill In or n/a

Fill In
Unique #

LIST field template
Fill In Field Label

Fill In

Agency-specific

n/a

Fill In

LIST

Fill In

Popup

Fill In

Fill In
Unique #

CHECKBOX template
Fill In Option 1 Field Label

Fill In

Agency-specific

globLib:YesNoDataType

n/a

Fill In

n/a

Check

Check to select.

Fill In
Unique #

CHECKBOX template
Fill In Option 2 Field Label

Fill In

Agency-specific

globLib:YesNoDataType

n/a

Fill In

n/a

Check

Check to select.

RADIO GROUP OPTIONAL

Fill In
Unique #

RADIO GROUP HEADER
Fill In Radio Group Label

Fill In

Radio Group

n/a

Fill in Radio Group Name
(may be same as Field Label)

Fill In

LIST

n/a

Radio Group

Fill in or n/a

Fill In
Unique #

Fill in Radio Group
Option 1 Label

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Radio

Select this option.

Fill In
Unique #

Fill in Radio Group
Option 2 Label

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Radio

Select this option.

RADIO GROUP REQUIRED

Fill In
Unique #

RADIO GROUP HEADER
Fill In Radio Group Label

Fill In

Yes

Fill In

Radio Group

n/a

Fill in Radio Group Name
(may be same as Field Label)

Fill In

LIST

n/a

Radio Group

One selection is required.

Fill In
Unique #

Fill in Radio Group
Option 1 Label

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Radio

Select this option.

Fill In
Unique #

Fill in Radio Group
Option 2 Label

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Radio

Select this option.

Fill In
Unique #

PERCENT WITH DECIMALS
Fill In Field Label

Fill In

Agency-specific

globLib:PercentDecimalDataType

n/a

Fill In

DECIMAL(2)

n/a

0.00

100.00

Field

Enter in the percentage with decimals.

Fill In
Unique #

PERCENT WITHOUT DECIMALS
Fill In Field Label

Fill In

Agency-specific

globLib:PercentIntegerDataType

n/a

Fill In

INTEGER

n/a

100

Field

Enter in the percentage as a whole number.

Fill In
Unique #

YEAR field template
Fill In Field Label

Fill In

Agency-specific

n/a

Fill In

YEAR

n/a

Field

Fill In

YES/NO OPTIONAL

Fill In
Unique #

YES/NO RADIO GROUP HEADER
Fill In Field Label

Fill In

Radio Group

globLib:YesNoDataType

Fill in Radio Group Name
(may be same as Field Label)

n/a

LIST

n/a

Radio Group

Fill in or n/a

Fill In
Unique #

Yes

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Yes

n/a

Radio

Select this option for Yes.

Fill In
Unique #

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Radio

Select this option for No.

YES/NO REQUIRED

Fill In
Unique #

YES/NO RADIO GROUP HEADER
Fill In Field Label

Fill In

Yes

Fill In

Radio Group

globLib:YesNoDataType

Fill in Radio Group Name
(may be same as Field Label)

n/a

LIST

n/a

Radio Group

A selection is required.

Fill In
Unique #

Yes

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Yes

n/a

Radio

Select this option for Yes.

Fill In
Unique #

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Radio

Select this option for No.

YES/NO/OTHER OPTIONAL

Fill In
Unique #

YES/NO/OTHER RADIO GROUPHEADER
Fill In Field Label

Fill In

Radio Group

globLib:YesNoOtherDataType

Fill in Radio Group Name
(may be same as Field Label)

n/a

LIST

n/a

Radio Group

Fill in or n/a

Fill In
Unique #

Yes

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Yes

n/a

Radio

Select this option for Yes.

Fill In
Unique #

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Radio

Select this option for No.

Fill In
Unique #

Other

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Other

n/a

Radio

Select this option for Other.

YES/NO/OTHER REQUIRED

Fill In
Unique #

YES/NO/OTHER RADIO GROUP HEADER
Fill In Field Label

Fill In

Yes

Fill In

Radio Group

globLib:YesNoOtherDataType

Fill in Radio Group Name
(may be same as Field Label)

n/a

LIST

n/a

Radio Group

A selection is required.

Fill In
Unique #

Yes

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Yes

n/a

Radio

Select this option for Yes.

Fill In
Unique #

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Radio

Select this option for No.

Fill In
Unique #

Other

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Other

n/a

Radio

Select this option for Other.

YES/NO/NOT APPLICABLE OPTIONAL

Fill In
Unique #

YES/NO/NA RADIO GROUP HEADER
Fill In Field Label

Fill In

Radio Group

globLib:YesNoNotApplicableDataType

Fill in Radio Group Name
(may be same as Field Label)

n/a

LIST

n/a

Radio Group

Fill in or n/a

Fill In
Unique #

Yes

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Yes

n/a

Radio

Select this option for Yes.

Fill In
Unique #

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Radio

Select this option for No.

Fill In
Unique #

Not Applicable

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Not Applicable

n/a

Radio

Select this option for Not Applicable.

YES/NO/NOT APPLICABLE REQUIRED

Fill In
Unique #

YES/NO/NA RADIO GROUP HEADER
Fill In Field Label

Fill In

Yes

Fill In

Radio Group

globLib:YesNoNotApplicableDataType

Fill in Radio Group Name
(may be same as Field Label)

n/a

LIST

n/a

Radio Group

A selection is required.

Fill In
Unique #

Yes

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Yes

n/a

Radio

Select this option for Yes.

Fill In
Unique #

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Radio

Select this option for No.

Fill In
Unique #

Not Applicable

Fill In

n/a

Radio Group

n/a

Fill in Radio Group Name

Fill In

n/a

Not Applicable

n/a

Radio

Select this option for Not Applicable.

File Type	application/vnd.ms-excel
Author	Northrop Grumman User
File Modified	2015-05-19
File Created	2005-01-06