ECAMS Resources

Templates, forms, and tools for the invoicing process and agreement management in general.

Budget Templates

• Proposal Budget Template — Used in Solicitation/Application Packages Only
• Budget Worksheet Template — Used as a Management Tool. Includes details that form the basis for the Agreement Budget
• Agreement Budget Template — Official Budget

Invoice Templates

• Standard Invoice Template — To be used by Recipients and Major Subrecipients after successful completion of one training invoice
• Training Invoice Template — To be used for the first invoice submitted by Recipients and Major Subrecipients
• Training Invoice Questionnaire — Must be submitted by Recipients and Major Subrecipients with Training Invoice

Budget and Invoicing Support Documents

• Form to Add Equipment/Materials and Miscellaneous
• Equipment Verification Email Template
• CBE and Funds in CA Certification
• Travel Form

Invoice Review Tools 

Documents to Use When Reviewing An Invoice:

• Procedure for Submitting and Reviewing Invoices Electronically
• Invoice Dispute Process
• For CGL:  Invoice Review Checklist 3.0 (MS Forms version)
• For CAMS:  Training Invoice Review Checklist 3.0 (MS Forms version)
• For CAMS:  Standard Invoice Review Checklist 3.0 (MS Forms version)

To View Full Contents of Invoice Review Templates:

• Training Invoice Review Checklist 3.0 (MS Word version)
• Standard Invoice Review Checklist 3.0 (MS Word version)

Agreement Management Documents

• Monthly Call Form
• Quarterly Progress Report Template
• Progress Report Checklist
• Streamlining Grant Terms and Conditions - Revised October 2020
• Changes to Grants: Level of Approval and Notification Chart
• Match Fund Spending Plan
• CEC Agreement At-Risk Status Policy

At this link, you will find specific guidance on each budget category and other topics relevant to budgets and invoicing.

• Budget Category Guidance

Here are the links to the Pilot Training PowerPoint Slides and Recording to help you on your way with the new invoicing process.

Training Slides and Recordings

• January 12, 2021 - Recipients and CAMS Open Forum
  • Q&A Recording - Zoom
• December 15, 2020 - ECAMS Invoice Training (Step by Step)
  • Training Slides and Q&A Recording - Zoom
• December 1, 2020 - Recipients and CAMS Open Forum
  • Q&A Recording - Zoom 
• November 11, 2020 - Recipients and CAMS Open Forum
  • Q&A Recording - YouTube 
• November 3, 2020 - Recipients and CAMS Open Forum
  • Q&A Recording - YouTube 
• October 22, 2020 - Pilot Training Webinar
  • Recipient/CAM Pilot Training Slides
  • Recipient/CAM Pilot Training Recording - Zoom

The below will provide you with access to help, or a means to provide feedback on the new invoicing process. You will also find frequently asked questions (FAQ) and updates to the Invoicing Pilot.

Help

• To receive help on the invoicing process within one business day, send an email to the ECAMS support team at ECAMS.support@energy.ca.gov.

Feedback

Whether you are a Recipient or a CAM, we would greatly appreciate you feedback on the invoicing process.

• Post-Invoice Survey: to be completed by CAM and Recipient once after the training invoice and once again after the first standard invoice. The surveys should be completed after the invoice has been scheduled for payment with State Controller's Office.
  ECAMS Invoice Pilot Survey
• General feedback can also be submitted to the ECAMS support team at ECAMS.Support@energy.ca.gov.

Pilot Success Measurements

• Pilot Metrics