A Guide to Successfully Managing a Grant Awarded by the Office of Energy Policy
Entities receiving funding from the Office of Energy Policy will have reporting requirements as part of a Memorandum of Agreement (MOA), Grant Agreement (GA), or Personal Services Contract (PSC). The following links and document downloads are designed to help meet the reporting obligations of the agreement.
Grant Partner Training
All Office of Energy Policy grant partners must complete a self-paced, online grant partner training. Both the program manager and the fiscal manager are required to complete the training. This training will walk you through important aspects of the contract and will allow you to have the tools needed to be in compliance.
Once you have completed the training, there is an email address for you to send the verification of completion. Please be advised reimbursement and invoices will not be processed until the training is complete. This training does not replace a partner's ability to communicate with the Office of Energy Policy anytime they have questions.
Office of Energy Grant Partner Training
Programmatic Reporting
Funding Agreement Compliance Manual - This Compliance Manual is an essential document for all recipients of OEP funds. It outlines grant procedures, reporting requirements., how to submit a reimbursement request, and more.
SEP Manual - a reference tool for grant partners funded under the State Energy Program (SEP).
OEP Partner Submittable Training - The Office of Energy Policy has transitioned to using the Submittable platform for monthly project reporting and for creating reimbursement requests. Contracts issued on 9/1/2025 or later will be utilizing this platform.
Fiscal Reporting
Budget Form - This is a blank budget template used to plan the finances of your project. Any revisions to your budget should be submitted using this form.
Draw Request Form - Used by state government agencies to request reimbursement for programs expenses. Non-state government agencies should invoice OEP for grant reimbursement.
Grant Partner Travel Reimbursement Form - This form must be submitted by grant partners to be reimbursed for eligible expenses relating to travel. General Service Administration (GSA) per diem rates apply to all hotel and food related travel expenses. Rates can be found on GSA's website: https://www.gsa.gov/travel/plan-book/per-diem-rates.
Environmental Compliance
Waste Management Plan Template - For projects that have National Environmental Policy Act (NEPA) restrictions, you may be required to prepare a solid waste management plan. This document provides an easy-to-use template for preparing your plan.
Environmental Questionnaire - For projects with NEPA restrictions in their funding agreements, you may need to submit additional information. Use this form to submit information to OEP. Since this requirement does not apply to all projects, contact OEP if you are unsure about your obligations.