Proposals and Finance
MSD is a complex R&D division with ~$45M in annual funding, 50+ Principal Investigators (PIs), and approximately 19 projects. The MSD Finance group provides assistance with proposals/pre-award, as well as post-award funding, spend planning, cost and reporting management.
Laura Luo, Principal Resource Analyst (MSD finance group lead); [email protected], tel. 510-486-5952
Laura manages and oversees all of the financial management processes for the Division, including DOE, SPP (aka work for others), LDRD, Organizational Burdens, and Recharges.
Tracy Hou, Senior Resource Analyst; [email protected], tel 510-486-6440
Tracy is primarily responsible for overseeing VT battery programs, MSD SPP projects, IUT, LDRD management, as well as resource adjustments and facility recharge.
Proposals and Pre-award
Assistance with proposals (DOE, SPP (work for others), LDRD), white papers, and pre-award budget estimates: If you are planning to submit a white paper or a proposal, please contact Teresa Calarco or Laura Luo as soon as possible. She will discuss with you the proposal deadlines, sponsor requirements, budget needs, LBNL and sponsor forms, etc.
- Laboratory Directed Research and Development (LDRD)
- Department of Energy (DOE) White Papers
- Department of Energy (DOE) Field Work Proposal (FWP)
- Department of Energy (DOE) Funding Opportunities (FOA)
LDRD projects represent the only flexible resources at the Lab's disposal, and a limited number of awards are made to the most creative, innovative science that is not an extension or expansion of an existing project, and that aligns with Berkeley Lab's mission and MSD's science priorities.
MSD holds a LDRD Workshop in January/February where PIs present their LDRD ideas in 2-3 slides (~5 minutes) to a Review Panel of LBNL PIs. The Review Panel's feedback helps to down-select and encourage a strategic subset of revised, high-impact proposal ideas for formal submission by the early March deadline by the Energy Sciences ALD.
If you are encouraged to submit a proposal, please contact Teresa Calarco. She will help you to develop your budget and answer any questions you may have about the process.
For complete information about the Lab’s LDRD program go to http://www.lbl.gov/DIR/LDRD/index.html.
White papers to DOE must be approved by the Division Director who will make the initial approach to DOE. Guidance for DOE-BES-MSE white papers is below.
BES-MSE White Paper Guidance for Laboratories
White Papers should include cover-page information, a brief (3 to 5 page) project description, and the CV for the lead PI and other senior personnel. White papers are submitted electronically by the Lab BES-MSE Coordinator to the MSE Division Director, with copies (if desired) to the appropriate Program Manager and Team Lead. The email from the Lab Coordinator should provide additional information on how the project would integrate with the balance of the MSE portfolio for the Lab and, if appropriate, a discussion of the priority of the white paper compared to others from the Lab that have been submitted to BES-MSE for consideration.
- A statement that the document is a White Paper
- Name of the Laboratory that is submitting the white paper
- Title of the project and short abstract
- Principal investigator (P.I.) name, telephone, and e-mail address
- Name and email address of the Laboratory Coordinator
- Likely Core Research Area and Program Manager (optional)
Project description (3-5 pages) should include the following, as appropriate:
- A description of the proposed research and description of how it fits in the overall Laboratory BES research portfolio and strategy: Why at this Lab? Why now?
- A statement of its importance scientifically and relevance to energy technologies (if appropriate): What is the vision for the research topic? How would the research be unique compared to other research in this field?
- Anticipated results: include some specifics – what is the scientific hypothesis that will be evaluated? Provide a brief explanation of methodology to be used.
- Names of team members, including their institutional affiliation if it is not the lab that is submitting the white paper, their role in the research plan, and the proposed level of effort
- Cost information: Annual estimated budget (break-down by institution if funding would be distributed to multiple institutions)
- Other funding: Discussion of other relevant, related research by the PI or team members such as LDRD, other DOE, or other agency investments
CV (1-2 pages) for lead PI and other senior participants
Field Work Proposals are submitted each year for each DOE-funded project at the Lab. In general, when the Lab is asked for an “FWP” that means the two page document (sample at link above) with basic proposal information, a short abstract (1333 characters max), and high level budget and staffing requests.
When the Laboratory is a partner on a DOE proposal submitted by another Lab or university, DOE often funds the Lab directly and a FWP is required at the time of proposal submission (see DOE Funding Opportunities).
ARPA-E: The Advanced Research Projects Agency-Energy (ARPA-E) advances high-potential, high-impact energy technologies that are too early for private-sector investment. ARPA-E projects have the potential to radically improve U.S. economic security, national security, and environmental well-being. ARPA-E empowers America’s energy researchers with funding, technical assistance, and market readiness. The best way to stay up-to-date on the latest Funding Opportunities is by signing up for ARPA-E’s newsletter. In addition to receiving monthly ARPA-E updates, you will receive emails whenever new Funding Opportunities are announced.
BES: The Office of Science posts Opportunity Announcements for the DOE National Laboratories on their website in the funding opportunities section.
EERE: The Office of Energy Efficiency and Renewable Energy (EERE) works with business, industry, universities, and others to increase the use of renewable energy and energy efficiency technologies. One way EERE encourages the growth of these technologies is by offering financial assistance opportunities for their development and demonstration.
- LBNL Forward Pricing Rates (AKA Overhead rates or Burdens)
- LBNL Cognos Reports: Check your project costs for FY15 through today
- LBNL Cost Browser: Check your project costs from FY14 and past years
- LBNL BRS reports: View project financial reports from FY14 and past years