5900-692 CSB Project Reporting Template

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Overview

1. Instructions
2. Work Plan
3. Amendments
4. Financial Summary
5. Year 1
6. Year 2
7. Year 3
8. CSB Priorities
9. Fleet Description
10. EV Infrastructure
11. Final Report
12. Data Dictionary

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Sheet 1: 1. Instructions

U. S. Environmental Protection Agency
Clean School Bus (CSB) Grant Program
Project Semi-Annual AND Final Reporting Template
Burden Statement
This collection of information is approved by OMB under the Paperwork Reduction Act, 44 U.S.C. 3501 et seq. (OMB Control No. 2060-NEW). Responses to this collection of information are voluntary (2 CFR 200 at 2 CFR 1500). An agency may not conduct or sponsor, and a person is not required to respond to, a collection of information unless it displays a currently valid OMB control number. The public reporting and recordkeeping burden for this collection of information is estimated to range from 7.4 to 13.5 hours per response. Send comments on the Agency’s need for this information, the accuracy of the provided burden estimates and any suggested methods for minimizing respondent burden to the Regulatory Support Division Director, U.S. Environmental Protection Agency (2821T), 1200 Pennsylvania Ave., NW,Washington, D.C. 20460. Include the OMB control number in any correspondence. Do not send the completed form to this address.
Instructions
Per grant agreement terms and conditions, this reporting template should be submitted 1) every 6 months throughout the project period of performance and 2) a Final Report (120-days after) the completion of the grant period. Please work with relevant parties (i.e., transportation contractor, bus dealer, etc.) to ensure information submitted is accurate. Information that is submitted on semi-annual reports should NOT be changed in future semi-annual report submissions unless approved by EPA. Please only update information for the specific quarter in which this report is being submitted. The grant recipient only needs to fill out shaded cells highlighted blue with a diagonal pattern (///). Cells highlighted orange are simply for informative purposes and/or automated from other tabs in this spreadsheet. Please complete tabs in this workbook according to the instructions below.
Excel Workbook Tab	Definition
1. Instructions	Basic instructions for all worksheets in this reporting workbook.
2. Work Plan	The tab should be completed within the first month of working with your project officer and reflects the approved work plan. For school district applicants, only the first row of Table 2 will be completed. For third-party applicants, please list all school-district beneficiary information. Please refer to the School District data definitions on tab 11 (Data Dictionary) for additional guidance on each field.
3. Amendments	The Amendments tab should be used to update any changes in bus numbers, charger numbers, and/or funding amounts post-award. Please update this tab on an annual basis at the end of each year of project performance and at project closeout.
4. Financial Summary	Financial summary for the entire grant period of performance. Please only complete shaded cells highlighted blue with a diagonal pattern (///) that contain grantee and original project budget information. Other cells on this worksheet will automatically feed from information in tabs 3-5 (Year 1-Year 3). If a modification to the grant is approved, please update the financial tabs accordingly.
5. Year 1	Financial summary for the first year of the project period. For each semi-annual report, please complete all financial and narrative descriptive cells highlighted blue with a diagonal pattern (///) for each period the report is submitted. Other cells in this worksheet are informative or may be automated from subsequent tabs. Below the financial information, please ensure to complete the programmatic questions regarding the grant.
6. Year 2	Financial summary for the second year of the project period if grant period of performance is longer than one year. For each semi-annual report, please complete all shaded financial and narrative descriptive cells highlighted blue with a diagonal pattern (///) for each period the report is submitted. Other cells in this worksheet are informative or may be automated from subsequent tabs. Below the financial information, please ensure to complete the programmatic questions regarding the grant.
7. Year 3	Financial summary for the third year of the project period if grant period of performance is longer than two years. For each semi-annual report, please complete all shaded financial and narrative descriptive cells highlighted blue with a diagonal pattern (///) for each period the report is submitted. Other cells in this worksheet are informative or may be automated from subsequent tabs. Below the financial information, please ensure to complete the programmatic questions regarding the grant.
8 CSB Priorities	The tab should be completed based upon environmental justice, community engagement, sustainability, workforce development, climate impact resiliency, and/or leveraging of additional external funds commitments defined in the proposed workplan. Please complete this tab SEMI-ANNUALLY, if the proposed workplan committed to ANY environmental justice, community engagement, sustainability, workforce development, climate impact resiliency, and/or leveraging of additional external funds commitments as referred to in the evaluation metrics defined in the NOFO. During each semi-annual reporting period of the project period of performance, please complete updates on these defined project commitments. The final report submission for the project should contain the end results of environmental justice, community engagement, sustainability, workforce development, climate impact resiliency, and/or leveraging of additional external funds commitments completed during the project period.
9. Fleet Description	The Fleet Description should detail all vehicles impacted under the project. The Fleet Description should be updated semi-annually with all vehicle upgrades completed. Please only fill out shaded cells highlighted blue with a diagonal pattern (///). For third-party applicants, please list ALL school districts in this one worksheet. You do NOT need to make a separate worksheet for each school district. This Fleet Description is broken into two sections: 1) Current Vehicle Information and 2) New Vehicle Upgrade Information. The sheet has capacity for 100 vehicles. Please refer to the Fleet Description data definitions on tab 11 (Data Dictionary) for additional guidance on each field.
10. EV Infrastructure	The EV Infrastructure Description should detail all electric vehicle supply equipment (EVSE) and supporting infrastructure purchased under the project. For third-party and large school districts applicants, the EV Infrastructure needs to be listed by school district and/or city. That is, if School District A and School District B are procuring the same EVSE, the EVSE Equipment Information with appear as two separate EV Infrastructure Groups. Similarly, for large school districts, if EV infrastructure is being installed in two different locations, the EVSE equipment information needs to appear as two separate EV Infrastructure Groups. The EV Infrastructure worksheet should be updated quarterly as EVSEs are procured and installed. Please only fill out shaded cells highlighted blue with a diagonal pattern (///); however, additional rows may be add as needed to capture all EVSEs. Please refer to the EV Infrastructure data definitions on Tab 11 (Data Dictionary) for data field definitions. Reminder: All Level 2 EVSEs must be ENERGY STAR certified. All EVSE must comply with Build America, Buy America (BABA) requirements.
11. Final Report	Final project details including actual emission and programmatic results. Please only complete shaded cells highlighted blue with a diagonal pattern (///). Emissions results should be copy and pasted from DEQ results.
12. Data Dictionary	Please refer to the dictionary on this tab for support in completing the Fleet Description (tab 9).

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Sheet 2: 2. Work Plan

U. S. Environmental Protection Agency
Clean School Bus (CSB) Grant Program
Work Plan
Grant Recipient	0				Financial Summary
Program FY	0				Federal Project Award Amount		0
Grant Number	0				Estimated Federal Funds for Bus			$0.00	Estimated Federal Funds for EV Chargers			$0.00
Project Title	0				Estimated Federal Funds for CNG buses				Estimated Federal Funds for AC Level 2 Chargers
					Estimated Federal Funds for Propane buses				Estimated Federal Funds for DC Level 3 Chargers
					Estimated Federal Funds for Electric buses
Instructions
Please complete above Finacial Summary and Tables 1-4 below on this tab using information from your approved workplan. The grant recipient only needs to fill out shaded cells highlighted blue. Cells highlighted yellow are simply for informative purposes and/or automated from other tabs in this spreadsheet.
Table 1. Project Summary and Approach
Please use the space provided to add a short narrative description of the project summary and approach to cover anything not captured in Table 2. Work Plan. Language from the Project Summary and Approach section of the application can be used here.
Table 2. Work Plan
Please complete the following table of information. For school district applicants, only the first row will be completed. For third-party applicants, please list all school-district beneficiary information. Please refer to the School District data definitions on tab 11 (Data Dictionary) for additional guidance on each field.
School District Summary									Proposed Fleet				Proposed EV Chargers
School District Name	NCES #	State	County	City	Zip	Prioritized	Self-Certified as Prioritized	Non-Attainment or Maintenance Area	Proposed Number of CNG Buses	Proposed Number of Propane Buses	Proposed Number of Electric Buses	Total Number of Buses	Proposed Number of AC Level 2 Charger	Proposed Number of DC Level 3 Charger	Total Number of Chargers
School District A	1234567	AZ	Maricopa County	Phoenix	85308	Yes	Yes - Large SD with 80% Title I	Yes	5	5	20	30	10	5	15
												0			0
												0			0
												0			0
												0			0
												0			0
												0			0
												0			0
												0			0
												0			0
												0			0
												0			0
												0			0
												0			0
												0			0
												0			0
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												0			0
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												0			0
												0			0
												0			0
												0			0
												0			0
												0			0
Totals	0					0	0	0	0	0	0	0	0	0	0
Table 3. CSB Priorities
A. Community Engagement
Does the workplan demonstrate actions and/or commitments to engage communities? If no, please jump to the next section, "Project Sustainability". If yes, please complete the rest of this section.
1. How does the workplan demonstrate engagement with the communities identified above, especially local residents, to ensure their meaningful participation with respect to the design, planning, and performance of the project?
B. Project Sustainability
Does the workplan demonstrate actions and/or commitments to promote sustainable project results and benefits? If no, please jump to the next section, "Workforce Development". If yes, please complete the rest of this section.
1. How does the workplan demonstrate that project results and benefits will be sustainable and that the applicant and project partners have the ability to promote and continue efforts to reduce emissions from school buses after EPA funding for the project has ended?
C. Workforce Development
Does the workplan demonstrate actions and/or commitments to promote workforce development? If no, please jump to the next section, "Project Resilience to Climate Impacts". If yes, please complete the rest of this section.
1. How does the workplan demonstrate a plan to prepare the workforce for the project?
D. Project Resilience to Climate Impacts
Does the workplan demonstrate actions and/or commitments to promote project resilience to climate impacts? If no, please jump to the next section, "Leveraging of Additional External Funds". If yes, please complete the rest of this section.
1. How does the workplan demonstrate planning or action taken towards building project resilience and reducing vulnerabilities to climate impacts?
E. Leveraging of Additional External Funds
Does the workplan demonstrate that the recipient has leveraged or plans to leverage additional external funds in order to support proposed project activities? If no, please jump to the next table, "Timeline and Milestones". If yes, please complete the rest of this section.
1. How does the workplan demonstrate that the recipient has leveraged or plans to leverage additional external funds in order to support proposed project activities, as well as how these funds will be used to contribute to the performance and success of the project?
Table 4. Timeline and Milestones
Please use the rows below to indicate key project milestones and activities, the timeline for each, and the responsible party for each milestone and activity. Timeline can be represented either as the expected month(s) each activity/milestone will take place (ex., September 2024, September 2024 - December 2024, etc.), or, if applicable, can be represented with descriptors such as "continuous," "ongoing," or otherwise described in relation to other activities and milestones (ex., 1 month after activity X). Note: Additional rows may be added as needed.
Timeline	Milestone/Activity					Responsible Party

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Sheet 3: 3. Amendments

U. S. Environmental Protection Agency

Clean School Bus (CSB) Grant Program

Amendments

Instructions

Please use this tab to indicate any changes in bus numbers, charger numbers, and/or funding amounts post-award. Fill out this tab at the end of each year of project performance.

Number of Amendments By Year

Change in Funding Amount by Year

Were there any changes to bus numbers, charger numbers, and/or funding amounts in Year 1 of the project period of performance? If yes, please indicate the change(s) using the table below.

(Y or N)

Project Year 1

0

$-

Were there any changes to bus numbers, charger numbers, and/or funding amounts in Year 2 of the project period of performance? If yes, please indicate the change(s) using the table below.

(Y or N)

Project Year 2

0

$-

(If applicable based on project period length) Were there any changes to bus numbers, charger numbers, and/or funding amounts in Year 3 of the project period of performance? If yes, please indicate the change(s) using the table below.

(Y or N)

Project Year 3

0

$-

Table 5. Post-Award Amendments

Update Year

Type of Amendment

School District Name

NCES ID

Original Vehicle or Eligible Infrastructure Component Type

Updated Vehicle or Eligible Infrastructure Component Type

Original Quantity of Vehicle or Eligible Infrastructure Component

Updated Quantity of Vehicle or Eligible Infrastructure Type

If 'Other Changes' selected as Type of Amendment, please describe here

Original Funding Request Amount

Updated Funding Request Amount

Change in Funding Amount

(Select Year)

(Select Amendment Type)

$-

(Select Year)

(Select Amendment Type)

$-

(Select Year)

(Select Amendment Type)

$-

(Select Year)

(Select Amendment Type)

$-

(Select Year)

(Select Amendment Type)

$-

(Select Year)

(Select Amendment Type)

$-

(Select Year)

(Select Amendment Type)

$-

(Select Year)

(Select Amendment Type)

$-

(Select Year)

(Select Amendment Type)

$-

(Select Year)

(Select Amendment Type)

$-

(Select Year)

(Select Amendment Type)

$-

(Select Year)

(Select Amendment Type)

$-

(Select Year)

(Select Amendment Type)

$-

(Select Year)

(Select Amendment Type)

$-

(Select Year)

(Select Amendment Type)

$-

(Select Year)

(Select Amendment Type)

$-

(Select Year)

(Select Amendment Type)

$-

(Select Year)

(Select Amendment Type)

$-

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Sheet 4: 4. Financial Summary

U. S. Environmental Protection Agency

Clean School Bus (CSB) Grant Program

Financial Summary - Project Lifetime

Grant Recipient

Federal Project Award Amount

$-

Program and Fiscal Year

Total Non-CSB Project Costs

$-

Grant Number

Total Applicant Funds

$-

Project Period of Performance

[START DATE] - [END DATE]

Total Additional Leveraged Funds

$-

Project Title

Federal (EPA) Funds Expended to Date

$-

Federal (EPA) Funds Remaining

$-

Table 6. Summary Rate of Expenditure

Record project budget funds ONLY from approved final workplan. All other numbers will reflect automatically from subsequent tabs.

Financial Summary

Project Budget

Total Expenses to Date

Remaining Balance

EPA Funds

Applicant Funds

Additional Leveraged Funds

Total Project Cost

EPA Funds

Applicant Funds

Additional Leveraged Funds

Total Project Cost

EPA Funds

Applicant Funds

Additional Leveraged Funds

Total Project Cost

Personnel

$-

$-

$-

$-

$-

$-

$-

$-

$-

Fringe Benefits

$-

$-

$-

$-

$-

$-

$-

$-

$-

Travel

$-

$-

$-

$-

$-

$-

$-

$-

$-

Equipment

$-

$-

$-

$-

$-

$-

$-

$-

$-

Supplies

$-

$-

$-

$-

$-

$-

$-

$-

$-

Contractual

$-

$-

$-

$-

$-

$-

$-

$-

$-

Other

$-

$-

$-

$-

$-

$-

$-

$-

$-

Direct Cost Total

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

Indirect Charges

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

TOTALS

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

Table 7. Annual Rate of Expenditure

No Entry Needed - ALL numbers will reflect automatically from subsequent tabs.

Financial Summary

Year 1

Year 2

Year 3 (if applicable)

EPA Funds

Applicant Funds

Additional Leveraged Funds

Total Project Cost

EPA Funds

Applicant Funds

Additional Leveraged Funds

Total Project Cost

EPA Funds

Applicant Funds

Additional Leveraged Funds

Total Project Cost

Personnel

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

Fringe Benefits

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

Travel

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

Equipment

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

Supplies

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

Contractual

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

Other

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

Direct Cost Total

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

Indirect Charges

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

TOTALS

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

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Sheet 5: 5. Year 1

U. S. Environmental Protection Agency
Clean School Bus (CSB) Grant Program
Financial and Narrative Summary - Year 1
Grant Recipient	0				Total EPA Funds Expended: Year 1			$-
Grant Number	0				Reporting Cadence			Quarterly
Project Title	[START DATE] - [END DATE]				Project Reporting Period
Table 8. Year 1 Annual Rate of Expenditure
Record and update project expenses at each interval according to the reporting cadence determined by your Project Officer. Previous fields should remain and edits should be made to the whenever interannual reports are submitted. Note the table will update based upon the Reporting Cadence field, selected above.
	Quarter 1				Quarter 2				Quarter 3				Quarter 4
Enter Dates For this Reporting Period
	EPA Funds	Applicant Funds	Additional Leveraged Funds	Total Project Cost	EPA Funds	Applicant Funds	Additional Leveraged Funds	Total Project Cost	EPA Funds	Applicant Funds	Additional Leveraged Funds	Total Project Cost	EPA Funds	Applicant Funds	Additional Leveraged Funds	Total Project Cost
Personnel				$-				$-				$-				$-
Fringe Benefits				$-				$-				$-				$-
Travel				$-				$-				$-				$-
Equipment				$-				$-				$-				$-
Supplies				$-				$-				$-				$-
Contractual				$-				$-				$-				$-
Other				$-				$-				$-				$-
Direct Cost Total	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-
Indirect Charges				$-				$-				$-				$-
TOTALS	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-
Table 9. Project Updates - Narrative Responses
Record and update project updates below.
Please paste the planned activities, outputs, and outcome from the submitted workplan information. Provide updates and if any changes occurred, please provide that information accordingly. In the 'Progress to Date' column, please use the dropdown to indicate if the activity is 1) Not yet started, 2) In progress, or 3) Completed.
Activities			Anticipated Outputs		Anticipated Outcomes		Progress to Date				Progress Notes
							Q1	Q2	Q3	Q4	Write below, as appropriate.
Please provide programmatic and narrative financial updates on the project. As quarterly reports are submitted, indicate updates or changes for each quarter. For each quarter, please indicate if there was a change from the previous quarter. If yes, please provide an explanation in the subsequent cell.
Question		Quarter 1 Update				Quarter 2 Update			Quarter 3 Update			Quarter 4 Update
1. Provide a comparison of actual accomplishments to the objectives established for the reporting period.
2. If anticipated outputs/outcomes and/or timelines/milestones are not met, why not? Did you encounter any problems during the reporting period which may interfere with meeting project objectives?
3. If any additional external leveraged funds are reported for this Reporting Period in Table 5 above, identify the source of the funds.
4. Have there been any major personnel changes during this reporting period?
5. Did any public relations events regarding this grant take place during the reporting period?
6. Are you using websites or other tools used to relay information about this grant to the public?
7. What project activities are planned for the next reporting period?
8. Was any program income generated during the reporting period? Identify amount of program income, how it was generated, and how the program income was/will be used.
9. Have any vehicles or activities changed from those included in the final workplan?
10. Do you have any other comments or feedback?
9. Have any school buses or activities changed from those included in the final workplan?
10. Do you have any other comments or feedback?

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Sheet 6: 6. Year 2

U. S. Environmental Protection Agency
Clean School Bus (CSB) Grant Program
Financial and Narrative Summary - Year 2
Grant Recipient	0				Total EPA Funds Expended: Year 2			$-
Grant Number	0				Reporting Cadence			Quarterly
Project Title	[START DATE] - [END DATE]				Project Reporting Period
Table 10. Year 2 Annual Rate of Expenditure
Record and update project expenses quarterly. Previous fields should remain and edits should be made to the quarterly report being submitted. Note the table will update based upon the Reporting Cadence field, selected above.
	Quarter 1				Quarter 2				Quarter 3				Quarter 4
Enter Dates For this Reporting Period
	EPA Funds	Applicant Funds	Additional Leveraged Funds	Total Project Cost	EPA Funds	Applicant Funds	Additional Leveraged Funds	Total Project Cost	EPA Funds	Applicant Funds	Additional Leveraged Funds	Total Project Cost	EPA Funds	Applicant Funds	Additional Leveraged Funds	Total Project Cost
Personnel				$-				$-				$-				$-
Fringe Benefits				$-				$-				$-				$-
Travel				$-				$-				$-				$-
Equipment				$-				$-				$-				$-
Supplies				$-				$-				$-				$-
Contractual				$-				$-				$-				$-
Other				$-				$-				$-				$-
Direct Cost Total	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-
Indirect Charges				$-				$-				$-				$-
TOTALS	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-
Table 11. Project Updates - Narrative Responses
Record and update project updates below.
Please paste the planned activities, outputs, and outcome from the submitted workplan information. Provide updates and if any changes occurred, please provide that information accordingly. In the 'Progress to Date' column, please use the dropdown to indicate if the activity is 1) Not yet started, 2) In progress, or 3) Completed.
Activities			Anticipated Outputs		Anticipated Outcomes		Progress to Date				Progress Notes
							Q1	Q2	Q3	Q4	Write below, as appropriate.
Please provide programmatic and narrative financial updates on the project. As quarterly reports are submitted, indicate updates or changes for each quarter. For each quarter, please indicate if there was a change from the previous quarter. If yes, please provide an explanation in the subsequent cell.
Question		Quarter 1 Update				Quarter 2 Update			Quarter 3 Update			Quarter 4 Update
1. Provide a comparison of actual accomplishments to the objectives established for the reporting period.
2. If anticipated outputs/outcomes and/or timelines/milestones are not met, why not? Did you encounter any problems during the reporting period which may interfere with meeting project objectives?
3. If any additional external leveraged funds are reported for this Reporting Period in Table 5 above, identify the source of the funds.
4. Have there been any major personnel changes during this reporting period?
5. Did any public relations events regarding this grant take place during the reporting period?
6. Are you using websites or other tools used to relay information about this grant to the public?
7. What project activities are planned for the next reporting period?
8. Was any program income generated during the reporting period? Identify amount of program income, how it was generated, and how the program income was/will be used.
9. Have any vehicles or activities changed from those included in the final workplan?
10. Do you have any other comments or feedback?

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Sheet 7: 7. Year 3

U. S. Environmental Protection Agency
Clean School Bus (CSB) Grant Program
Financial and Narrative Summary - Year 3
Grant Recipient	0				Total EPA Funds Expended: Year 3			$-
Grant Number	0				Reporting Cadence			Quarterly
Project Title	[START DATE] - [END DATE]				Project Reporting Period
Table 14. Year 3 Annual Rate of Expenditure
Record and update project expenses quarterly. Previous fields should remain and edits should be made to the quarterly report being submitted. Note the table will update based upon the Reporting Cadence field, selected above.
	Quarter 1				Quarter 2				Quarter 3				Quarter 4
Enter Dates For this Reporting Period
	EPA Funds	Applicant Funds	Additional Leveraged Funds	Total Project Cost	EPA Funds	Applicant Funds	Additional Leveraged Funds	Total Project Cost	EPA Funds	Applicant Funds	Additional Leveraged Funds	Total Project Cost	EPA Funds	Applicant Funds	Additional Leveraged Funds	Total Project Cost
Personnel				$-				$-				$-				$-
Fringe Benefits				$-				$-				$-				$-
Travel				$-				$-				$-				$-
Equipment				$-				$-				$-				$-
Supplies				$-				$-				$-				$-
Contractual				$-				$-				$-				$-
Other				$-				$-				$-				$-
Direct Cost Total	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-
Indirect Charges				$-				$-				$-				$-
TOTALS	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-	$-
Table 15. Project Updates - Narrative Responses
Record and update project updates below.
Please paste the planned activities, outputs, and outcome from the submitted workplan information. Provide updates and if any changes occurred, please provide that information accordingly. In the 'Progress to Date' column, please use the dropdown to indicate if the activity is 1) Not yet started, 2) In progress, or 3) Completed.
Activities			Anticipated Outputs		Anticipated Outcomes		Progress to Date				Progress Notes
							Q1	Q2	Q3	Q4	Write below, as appropriate.
Please provide programmatic and narrative financial updates on the project. As quarterly reports are submitted, indicate updates or changes for each quarter. For each quarter, please indicate if there was a change from the previous quarter. If yes, please provide an explanation in the subsequent cell.
Question		Quarter 1 Update				Quarter 2 Update			Quarter 3 Update			Quarter 4 Update
1. Provide a comparison of actual accomplishments to the objectives established for the reporting period.
2. If anticipated outputs/outcomes and/or timelines/milestones are not met, why not? Did you encounter any problems during the reporting period which may interfere with meeting project objectives?
3. If any additional external leveraged funds are reported for this Reporting Period in Table 5 above, identify the source of the funds.
4. Have there been any major personnel changes during this reporting period?
5. Did any public relations events regarding this grant take place during the reporting period?
6. Are you using websites or other tools used to relay information about this grant to the public?
7. What project activities are planned for the next reporting period?
8. Was any program income generated during the reporting period? Identify amount of program income, how it was generated, and how the program income was/will be used.
9. Have any vehicles or activities changed from those included in the final workplan?
10. Do you have any other comments or feedback?

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Sheet 8: 8. CSB Priorities

U. S. Environmental Protection Agency

Clean School Bus (CSB) Grant Program

CSB Priorities

Grant Recipient

0

Program FY

0

Grant Number

0

Project Title

0

Instructions

Please complete this tab if your organization committed to ANY environmental justice, community engagement, sustainability, workforce development, climate impact resiliency, or leveraging of additional external funds actions or commitments in your application, as referred to in the evaluation metrics defined in section V.A. Evaluation Criteria in the NOFO. Only cells shaded in blue need to be filled out; cells shaded in yellow will automatically populate based on information entered in earlier tabs. If planned activities or commitments changed between the submitted application and approved workplan, please indicate on the first question below. Please use the drop downs for columns to indicate any updates that occurred during the reporting period indicating continued progress towards commitments. At the end of each of the sections below, there is a cell to provide additional narrative responses, as appropriate. For narrative responses, please include at least 1-2 sentences. Please take care to ensure all questions are answered; the final question is on row 141 of this sheet.

Did any planned activities or commitments change between the submitted application and the approved workplan?

If no, please jump to the next section, "Environmental Justice and Disadvantaged Communities." If yes, please provide context and details to the approved changes (example: the number of school buses was reduced due to partial funding).

Table 14. Environmental Justice and Disadvantaged Communities

1. Did the workplan demonstrate that the project will benefit school district(s) that meet one or more of the criteria for prioritization listed in the NOFO in Section I.B? Specifically, communities served by high-need local educational agencies; rural school districts; Bureau of Indian Affairs-funded school districts; and school districts receiving basic support payments for children who reside on Indian land? Or did the proposed workplan demonstrate that the project will benefit school district(s) that self-certified their prioritization status?

(Y or N or N/A)

2. Did any of the school district beneficiaries from the workplan decide to no longer participate in the project? If yes, please use the rows below to indicate which school district beneficiaries withdrew their participation from the project, and if applicable, please note what school district beneficiary was chosen as a replacement. Note: Please add additional rows as needed.

(Y or N or N/A)

Withdrawn School District Beneficiary

NCES ID

Prioritization Status on Prioritized District List or Self-Certified

Date of Withdrawal

Brief Description of Reason for Withdrawal

Replacement School District Beneficiary (use "N/A" if school district beneficiary not replaced)

NCES ID

(Y or N or N/A)

Select Reporting Period

(Y or N or N/A)

Select Reporting Period

(Y or N or N/A)

Select Reporting Period

(Y or N or N/A)

Select Reporting Period

(Y or N or N/A)

Select Reporting Period

(Y or N or N/A)

Select Reporting Period

2. For any school district(s) prioritized under self-certification Category 2B, which identifies a sub-group of schools within the district receiving Title I funding, are the buses serving this school district(s) continuing to primarily serve the sub-group of Title I funded schools? If no, please provide an explanation below.

(Y or N or N/A)

Table 15. Community Engagement

Did the workplan demonstrate actions and/or commitments to engage communities? If no, please jump to the next section, "Project Sustainability". If yes, please complete the rest of this section.

0

1. How did the workplan demonstrate engagement with the communities identified above, especially local residents, to ensure their meaningful participation with respect to the design, planning, and performance of the project?

Policy/Process to Engage Communities and Point of Contact

Application

Status Update

Reporting Period Completed

1. Did the workplan for this project demonstrate that the recipient and/or project partner(s) has an existing clear point of contact in a public platform (e.g., newsletter, website) for community issues and complaints (specific to air quality or broader) and a publicly documented policy or process to engage communities and get their input on operations and projects that impact air quality? The process could be a meeting in the past year and/or a policy or process to have a meeting or otherwise get input (e.g., a standing citizens advisory committee). Please include any narrative details in question 2.

(Y or N or N/A)

1.a. If no, did the workplan for this project demonstrate that the recipient and/or project partner(s) commit to completing one before the end of the project period?

(Y or N or N/A)

1.b. To date, has the recipient and/or project partner(s) completed this commitment?

Select Status

Select Reporting Period

2. Please provide any additional details and/or a status update to be provided for this category, including but not limited to the URL(s) where the public can find the clear point of contact and policy or process; a description of the point of contact and policy or process; and any other relevant information. Please use the drop downs under 'Please Select One' to indicate which year the update was completed. Note: Do not delete data from prior quarterly reports. If providing updates for multiple quarters in one year, please indicate all updates in the same cell.

Please Select One

Please Select One

Please Select One

Table 16. Project Sustainability

Did the workplan demonstrate actions and/or commitments to promote sustainable project results and benefits? If no, please jump to the next section, "Workforce Development". If yes, please complete the rest of this section.

0

1. How did the workplan demonstrate that project results and benefits will be sustainable and that the applicant and project partners have the ability to promote and continue efforts to reduce emissions from school buses after EPA funding for the project has ended?

A. Zero-Emission Projects For non-ZE projects, skip to part B.

Application

Status Update

Reporting Period Completed

A1. Did the workplan for this project demonstrate coordination and/or consultation with utilities on the feasibility of the project? This could include, but is not limited to, discussion with utilities on project charging needs, project upgrade needs, project costs, rates for future service, and/or the timeframe for necessary upgrades. Please include any narrative details in question A2.

(Y or N or N/A)

A1.a. If no, did the workplan for this project demonstrate that the recipient and/or project partner(s) commit to such coordination before the end of the project period?

(Y or N or N/A)

A1.b. To date, has the recipient and/or project partner(s) completed this commitment?

Select Status

Select Reporting Period

A2. Please provide additional details and any relevant status updates for this section, including but not limited to describing the extent of coordination with utilities, noting the timing and frequency of discussions with utilities, and any project decisions impacted by these discussions. Please use the drop downs under 'Please Select One' to indicate which year the update was completed. Note: Do not delete data from prior quarterly reports. If providing updates for multiple quarters in one year, please indicate all updates in the same cell.

Please Select One

Please Select One

Please Select One

B. Non Zero-Emission Projects

Application

Status Update

Reporting Period Completed

B1. Did the workplan for this project demonstrate that the recipient and/or project partner(s) have existing idle reduction policies? Please include any narrative details in question B4.

(Y or N or N/A)

B1.a. If no, did the workplan for this project demonstrate that the recipient and/or project partner(s) commit to completing one before the end of the project period?

(Y or N or N/A)

B1.b. To date, has the recipient and/or project partner(s) completed this commitment?

Select Status

Select Reporting Period

B2. Did the workplan for this project demonstrate that the recipient and/or project partner(s) have contract specifications requiring the use of cleaner, more efficient vehicles and equipment? Please include any narrative details in question B4.

(Y or N or N/A)

B2.a. If no, did the workplan for this project demonstrate that the recipient and/or project partner(s) commit to completing one before the end of the project period?

(Y or N or N/A)

B2.b. To date, has the recipient and/or project partner(s) completed this commitment?

Select Status

Select Reporting Period

B3. Did the workplan for this project demonstrate that the recipient and/or project partner(s) have adopted other strategies to promote and continue efforts to reduce diesel emissions? If yes, please describe the other policies in more detail below. Please include any narrative details in question B4.

(Y or N or N/A)

B3.a. If no, did the workplan for this project demonstrate that the recipient and/or project partner(s) commit to adopting one or more strategies before the end of the project period?

(Y or N or N/A)

B3.b. To date, has the recipient and/or project partner(s) completed this commitment?

Select Status

Select Reporting Period

B4. Please provide additional details and any relevant status updates for this section, including but not limited to descriptions of idle reduction policies, contract specifications, and/or any additional diesel emission reduction strategies, as well as any changes made to these throughout the project period. Please use the drop downs under 'Please Select One' to indicate which year the update was completed. Note: Do not delete data from prior quarterly reports. If providing updates for multiple quarters in one year, please indicate all updates in the same cell.

Please Select One

Please Select One

Please Select One

Table 17. Workforce Development

Did the workplan demonstrate actions and/or commitments to promote workforce development? If no, please jump to the next section, "Project Resilience to Climate Impacts". If yes, please complete the rest of this section.

0

1. How did the workplan demonstrate a plan to prepare the workforce for the project?

Application

Status Update

Reporting Period Completed

2. Did the workplan for this project demonstrate that current drivers, mechanics, electricians, and other essential personnel have received training to safely operate and maintain the new buses and infrastructure? This could include the establishment of workforce training programs for zero emission vehicles and charging infrastructure. Please include any narrative details in question 6.

(Y or N or N/A)

2.a. If no, did the workplan for this project demonstrate that the recipient and/or project partner(s) commit to ensuring current drivers, mechanics, electricians, and other essential personnel receive training to safely operate and maintain the new buses and infrastructure before the end of the project period?

(Y or N or N/A)

2.b. To date, has the recipient and/or project partner(s) completed this commitment?

Select Status

Select Reporting Period

3. Did the workplan for this project demonstrate that the recipient and/or project partner(s) have clarified protections to ensure existing workers are not replaced or displaced because of new technologies? Please include any narrative details in question 6.

(Y or N or N/A)

3.a. If no, did the workplan for this project demonstrate that the recipient and/or project partner(s) commit to clarifying protections to ensure existing workers are not replaced for displaced because of new technologies before the end of the project period?

(Y or N or N/A)

3.b. To date, has the recipient and/or project partner(s) completed this commitment?

Select Status

Select Reporting Period

4. Did the workplan for this project demonstrate that the recipient and/or project partner(s) have increased the availability of domestic manufacturing and workforce for zero- and near-zero emission vehicles, engines, and other key components (e.g., batteries)? Please include any narrative details in question 6.

(Y or N or N/A)

4.a. If no, did the workplan for this project demonstrate that the recipient and/or project partner(s) commit to increasing the availability of domestic manufacturing and workforce for zero- and near-zero emission vehicles, engines, and other key components (e.g., batteries) before the end of the project period?

(Y or N or N/A)

4.b. To date, has the recipient and/or project partner(s) completed this commitment?

Select Status

Select Reporting Period

5. Did the workplan for this project demonstrate that the recipient and/or project partner(s) have other measures and/or policies in place to promote workforce development? If yes, please describe the other measures and/or policies in more detail below. Please include any narrative details in question 6.

(Y or N or N/A)

5.a. If no, did the workplan for this project demonstrate that the recipient and/or project partner(s) commit establishing measures and/or policies to promote workforce development before the end of the project period?

(Y or N or N/A)

5.b. To date, has the recipient and/or project partner(s) completed this commitment?

Select Status

Select Reporting Period

6. Please provide additional details and any relevant status updates for this section, including but not limited to details on training programs, protections for existing workers, measures taken to increase the availability of domestic manufacturing and workforce, and/or descriptions of any additional policies and measures to promote workforce development, as well as any changes made to these throughout the project period. Please use the drop downs under 'Please Select One' to indicate which year the update was completed. Note: Do not delete data from prior quarterly reports. If providing updates for multiple quarters in one year, please indicate all updates in the same cell.

Please Select One

Please Select One

Please Select One

Table 18. Project Resilience to Climate Impacts

Did the workplan demonstrate actions and/or commitments to promote project resilience to climate impacts? If no, please jump to the next section, "Leveraging of Additional External Funds". If yes, please complete the rest of this section.

0

1. How did the workplan demonstrate planning or action taken towards building project resilience and reducing vulnerabilities to climate impacts?

Application

Status Update

Reporting Period Completed

2. Did the workplan for this project demonstrate that the recipient and/or project partner(s) have assessed and implemented climate change adaptation considerations to help ensure that the project achieves its expected outcomes even as the climate changes? This could include assessing project vulnerability to local climate impacts when making siting decision and operational plans, ensuring fleets and equipment are protected from climate change impacts, and/or protecting infrastructure from storm damage. Please include any narrative details in question 4.

(Y or N or N/A)

2.a. If no, did the workplan for this project demonstrate that the recipient and/or project partner(s) commit to assessing and implementing climate change adaptation considerations before the end of the project period?

(Y or N or N/A)

2.b. To date, has the recipient and/or project partner(s) completed this commitment?

Select Status

Select Reporting Period

3. Did the workplan for this project demonstrate that the recipient and/or project partner(s) have other measures and/or policies in place to promote project resilience to climate impacts? If yes, please describe the other measures and/or policies in more detail below. Please include any narrative details in question 4.

(Y or N or N/A)

3.a. If no, did the workplan for this project demonstrate that the recipient and/or project partner(s) commit establishing measures and/or policies to promote project resilience to climate impacts before the end of the project period?

(Y or N or N/A)

3.b. To date, has the recipient and/or project partner(s) completed this commitment?

Select Status

Select Reporting Period

4. Please provide additional details and any relevant status updates for this section, including but not limited to details on climate impact assessments, descriptions of project decisions impacted by these assessments, and/or descriptions of any additional policies and measures to promote project resilience to climate impacts, as well as any changes made to these throughout the project period. Please use the drop downs under 'Please Select One' to indicate which year the update was completed. Note: Do not delete data from prior quarterly reports. If providing updates for multiple quarters in one year, please indicate all updates in the same cell.

Please Select One

Please Select One

Please Select One

Table 19. Leveraging of Additional External Funds

Did the workplan demonstrate that the recipient has leveraged or plans to leverage additional external funds in order to support proposed project activities? If no, please jump to the next section, "Other". If yes, please complete the rest of this section.

0

1. How did the workplan demonstrate that the recipient has leveraged or plans to leverage additional external funds in order to support proposed project activities, as well as how these funds will be used to contribute to the performance and success of the project?

2. Please provide updates on proposed or secured additional external funds using the rows below. This should include additional external leveraged funds, but should not include applicant funds. Refer to the following definitions when selecting Status: "Not Yet Started:" Funding is proposed but the application process has not yet begun "In Progress:" The funding application or selection process is underway, but funds have not been awarded "Awarded:" Funding has been officially awarded "Not Awarded:" Funding that had been applied for was not awarded Note: Please add additional rows as needed.

Source Name

Amount ($)

Status

Reporting Period Awarded

Please Select One

Select Reporting Period

Please Select One

Select Reporting Period

Please Select One

Select Reporting Period

Please Select One

Select Reporting Period

Please Select One

Select Reporting Period

Please Select One

Select Reporting Period

Please Select One

Select Reporting Period

Please Select One

Select Reporting Period

Please Select One

Select Reporting Period

Please Select One

Select Reporting Period

3. Are there any updates to be provided or additional information for any proposed or secured additional external funds? If yes, please provide additional details and a status update below, including a description of how any secured funds are being used to support proposed project activities and how they are contributing to the performance and success of the project. If any proposed funding was not awarded, use the space provided to indicate your plans to make up for these funds. Please use the drop downs under 'Please Select One' to indicate which year the update was completed. Note: Do not delete data from prior quarterly reports. If providing updates for multiple quarters in one year, please indicate all updates in the same cell.

(Y or N or N/A)

Please Select One

Please Select One

Please Select One

OTHER: Please provide any additional details or comments regarding environmental justice, community engagement, sustainability, workforce development, resiliency to climate impacts, or leveraged additional external funds of the project.

---

Sheet 9: 9. Fleet Description

U. S. Environmental Protection Agency

Clean School Bus (CSB) Grant Program

Fleet Description

Instructions

The Fleet Description should detail all vehicles impacted under the project. The Fleet Description should be updated semi-annually with all vehicle upgrades completed. Please only fill out shaded cells highlighted blue with a diagonal pattern (///). For third-party applicants, please list ALL school districts in this one worksheet. You do NOT need to make a separate worksheet for each school district. This Fleet Description is broken into two sections: 1) Current Vehicle Information and 2) New Vehicle Upgrade Information. The sheet has capacity for 100 vehicles. Please refer to the Fleet Description data definitions on tab 11 (Data Dictionary) for additional guidance on each field.

Table 20. CURRENT VEHICLE INFORMATION

Table 21: NEW REPLACEMENT VEHICLE INFORMATION

Table 20a. Basic Vehicle Information

Table 20b. Basic Fleet Information & Place(s) of Performance

Table 21a. Upgrade Vehicle Information

Table 21b. New Vehicle Annual Activity Data

Table 21c. Zero Emission Vehicle Data

Table 21d. New Vehicle Fleet Information

Primary Place of Performance

Secondary Place of Performance (please complete if applicable)

Additional Location Details (please complete if applicable)

Vehicle

Vehicle Identification Number

Vehicle Manufacturer

Vehicle Model

Baseline Vehicle Model Year

Baseline Engine Fuel Type

Engine Family Name (if unregulated, then NA)

GVWR

Class

Odometer (in miles)

Annual Miles Traveled (miles per vehicle)

Annual Idling Hours (hours per engine)

Annual Amount of Fuel Used (gallons/year per engine)

Remaining Life of Baseline Engine/Vehicle

Vehicle Disposition/Replacement Process

Did the applicant request a scrappage waiver?

Current Fleet Owner

Place of Performance: School District

Place of Performance: NCES ID

Place of Performance: State

Place of Performance: County

Percentage of Time operated in this County (Enter a value from 0-1, where 1 = 100%)

Place of Performance: City

Place of Performance: Zip Code(s)

Place of Performance: School District_2

Place of Performance: NCES ID_2

Place of Performance: State_2

Place of Performance: County_2

Percentage of Time operated in this County (Enter a value from 0-1, where 1 = 100%)_2

Place of Performance: City_2

Place of Performance: Zip Code(s)_2

Additional Counties where Vehicle Operates

Additional School Districts where Vehicle Operates (Name & NCES ID)

Percent of Time Operated in Each Additional County

Year of Upgrade Action

VIN for New Vehicle(s)

New Vehicle Manufacturer

New Vehicle Model

New Vehicle Model Year

New Engine Family Name

New Vehicle Fuel Type

New Vehicle GVWR

Upgrade Cost per Bus

Total Federal Funds Expended Per Bus ($ of Total Cost per Unit)

New Vehicle Annual Idling Hours (hours per vehicle)

New Vehicle Annual Miles Traveled (miles per vehicle)

New Vehicle Annual Fuel Volume (estimated gallons/year for propane or CNG only)

New Vehicle Equipped with Auxiliary Heater? (Yes/No)

Auxiliary Heater Type (if not applicable, then NA)

Capable of Bidirectional Charging? (Yes/No/NA)

Estimate Range in Miles (for ZEV only)

Battery Capacity in kWh (for ZEV only)

Is the Battery Warranty Included? (Yes/No)

Battery: indicate Number of Years

Battery: Number of Miles

Battery: Total kWh of battery discharge

Powertrain Warranty Included? (Yes/No)

Powertrain: Number of Years

Powertrain: Number of Miles

Is the bus equipped with Telematics? (Yes/No)

EPA or its partners may contact me about participating in research opportunities to provide bus or EVSE data that could inform future transportation work. (Yes/No)

If Yes, Telematics Primary Point of contact (Name and email)

New Vehicle Fleet Owner

Does this bus operate in multiple school districts within this project? (Yes/No)

Place of Performance Replacement: School District (use a colon between school districts)

Place of Performance Replacement: NCES ID (use a colon between school districts)

Does this bus operate in multiple counties? (Yes/No)

% of Time Replacement operated in each County (use a colon between school districts)

Example Vehicle

1234567891011

Manufacturer Name

Model Name or #

1995

Diesel

N/A

10150

Class 6

140000

12000

1500

6000

3

Approved Scrappage Waiver

Yes - waiver request rejected

Sarah Smith

Warren 01

123456

SC

Marion County

100%

Springhill

22190

100%

2023

1234567890ABCDE

Manufacturer Name

Model Name or #

2023

ABC

Electric

12000

$375,000.00

$325,000.00

N/A

12000

N/A

Yes

Spheros Thermo 300

Yes

125

168

Yes

8

160,000

200,000

Yes

4

100,000

Yes

Yes

Sarah Smith, smith.sarah@HSD.edu

Sarah Smith

Yes

Warren 01: Jefferson 02

123456: 654321

Yes

Warren 80%: Jefferson 20%

Vehicle 1

Vehicle 2

Vehicle 3

Vehicle 4

Vehicle 5

Vehicle 6

Vehicle 7

Vehicle 8

Vehicle 9

Vehicle 10

Vehicle 11

Vehicle 12

Vehicle 13

Vehicle 14

Vehicle 15

Vehicle 16

Vehicle 17

Vehicle 18

Vehicle 19

Vehicle 20

Vehicle 21

Vehicle 22

Vehicle 23

Vehicle 24

Vehicle 25

Vehicle 26

Vehicle 27

Vehicle 28

Vehicle 29

Vehicle 30

Vehicle 31

Vehicle 32

Vehicle 33

Vehicle 34

Vehicle 35

Vehicle 36

Vehicle 37

Vehicle 38

Vehicle 39

Vehicle 40

Vehicle 41

Vehicle 42

Vehicle 43

Vehicle 44

Vehicle 45

Vehicle 46

Vehicle 47

Vehicle 48

Vehicle 49

Vehicle 50

Vehicle 51

Vehicle 52

Vehicle 53

Vehicle 54

Vehicle 55

Vehicle 56

Vehicle 57

Vehicle 58

Vehicle 59

Vehicle 60

Vehicle 61

Vehicle 62

Vehicle 63

Vehicle 64

Vehicle 65

Vehicle 66

Vehicle 67

Vehicle 68

Vehicle 69

Vehicle 70

Vehicle 71

Vehicle 72

Vehicle 73

Vehicle 74

Vehicle 75

Vehicle 76

Vehicle 77

Vehicle 78

Vehicle 79

Vehicle 80

Vehicle 81

Vehicle 82

Vehicle 83

Vehicle 84

Vehicle 85

Vehicle 86

Vehicle 87

Vehicle 88

Vehicle 89

Vehicle 90

Vehicle 91

Vehicle 92

Vehicle 93

Vehicle 94

Vehicle 95

Vehicle 96

Vehicle 97

Vehicle 98

Vehicle 99

Vehicle 100

---

Sheet 10: 10. EV Infrastructure

U. S. Environmental Protection Agency

Clean School Bus (CSB) Grant Programs Fleet Sheet

EV Infrastructure Description

Instructions

Below are three tables (20-22). Please complete all three. The EVSE Equipment Information (Table 21) should detail all electric vehicle supply equipment (EVSE) and supporting infrastructure purchased under the project. Table 22 focuses on on-site power generation systems and Table 23 on battery storage systems. For all three tables, third-party and large school districts applicants, the infrastructure needs to be listed by school district and/or city. That is, if School District A and School District B are procuring the same EVSE, the EVSE will appear as two separate EVSE Groups. Similarly, for large school districts, if EVSE are being installed in two different locations, the EVSE needs to appear as two separate EVSE Groups. The EV Infrastructure worksheet should be updated semi-annually as EVSEs and supporting infrastructure are procured and installed. Please only fill out shaded cells highlighted blue with a diagonal pattern (///); however, additional rows may be add as needed to capture all equipment. Please refer to the EV Infrastructure data definitions on Tab 11 (Data Dictionary) for data field definitions. Reminder: All Level 2 EVSEs must be ENERGY STAR certified. All EVSE, on-site power generation systems, and battery energy storage systems (BESS) must comply with Build America, Buy America (BABA) requirements. See below for more information on BABA.

Build America, Buy America (BABA) requirements

On November 15, 2021, the Infrastructure Investment and Jobs Act ("IIJA"), Pub. L. No. 117-58, which includes the Build America, Buy America Act (BABA), Public Law 117-58, §§ 70901-52, was signed into law. BABA requires that on or after May 14, 2022, all of the iron, steel, manufactured products, and construction materials used in infrastructure project are produced in the United States. If award recipient will be installing, upgrading, or replacing “infrastructure,” then BABA requirements apply to the infrastructure project, regardless of whether or not the infrastructure project was the primary basis for the award. Additionally, BABA requirements apply even if the award recipient will be using another source of funding, whether in part or wholly, for the infrastructure project. For more information, please visit https://www.epa.gov/cwsrf/build-america-buy-america-baba.

Table 22. EVSE Equipment Information

Location of EV Infrastructure

School District Information

Infrastructure Installation Information

Type of Charger

If Level 2, is it ENERGY STAR certified

EVSE Manufacturer

EVSE Model

EVSE Manufacture Year

Is the EVSE BABA Compliant?

EVSE Maximum Output Power (kW)

Number of Plugs on EVSE

Is the EVSE Capable of Bidirectional Charging?

Will the Bus and EVSE be Used for V2G?

EVSE Number of Units

EVSE Equipment Cost only Per Unit:

Total Federal Funds Expended Per EVSE Unit

Total Federal Funds Expended for EVSE

Date of EVSE Installation (mm/dd/yyyy)

State (select from dropdown)

County (select from dropdown after selecting State)

City

Zip Code

Street Adress

Who owns the charger?

Does the EVSE serve multiple school districts within this application?

Name of the School District(s) the EVSE will serve (use a colon between school districts)

NCES ID of School District that the EVSE will serve (use a colon between school districts)

Total Funds Expended Installation Cost

Total Federal Funds Expended Installation Cost:

Does the Infrastructure Equipment Cost Include Installation?

Description of Installation Work

Installation Work Performed By

Installation was conducted by an individual who meets the infrastructure electrician requirements as outlined in the program guidance?

Is waiver being used to fulfill BABA compliance for the Infrastructure Project

Total Federal Funds Expended Equipment and Installation

Example EV Infrastructure

Level 2

Yes

Manufacturer Name

Model Name

2023

Yes

24

2

No

No

2

$16,000.00

$12,000.00

$24,000.00

6/28/2024

VA

Arlington County

Alexandria

22305

400 1st Street

Walton School District

Yes

Walton School District: Franklin School District

1234567: 7654321

$12,000.00

$7,000.00

No

Upgrades to the electrical panel, wiring, and installation for two DCFC

XYZ Electric Co.

Yes - Certification from EVITP

No - Infrastructure meets all BABA requirements

$31,000.00

EVSE Group 1

$-

$-

EVSE Group 2

$-

$-

EVSE Group 3

$-

$-

EVSE Group 4

$-

$-

EVSE Group 5

$-

$-

EVSE Group 6

$-

$-

EVSE Group 7

$-

$-

EVSE Group 8

$-

$-

EVSE Group 9

$-

$-

EVSE Group 10

$-

$-

EVSE Group 11

$-

$-

EVSE Group 12

$-

$-

EVSE Group 13

$-

$-

EVSE Group 14

$-

$-

EVSE Group 15

$-

$-

EVSE Group 16

$-

$-

EVSE Group 17

$-

$-

EVSE Group 18

$-

$-

EVSE Group 19

$-

$-

EVSE Group 20

$-

$-

EVSE Group 21

$-

$-

EVSE Group 22

$-

$-

EVSE Group 23

$-

$-

EVSE Group 24

$-

$-

EVSE Group 25

$-

$-

EVSE Group 26

$-

$-

EVSE Group 27

$-

$-

EVSE Group 28

$-

$-

EVSE Group 29

$-

$-

EVSE Group 30

$-

$-

Table 23. On-Site Power Generation Equipment Information

Location of On-site Power Generation Infrastructure

BABA Compliance

Type of energy generation

Manufacturer of On-site Power Generation

Model of On-site Power Generation

Manufacture Year of On-site Power Generation

Generation Capacity of the system (please indicate kW or MW)

Equipment Cost only Per Power Generation System

Total Federal Funds Expended Per Power Generation System

Total Funds Expended Installation Cost

Total Federal Funds Expended Installation Cost

Total Federal Funds Expended Equipment and Installation

Date the On-site Power Generation & Associated Equipment was Manufactured

Date the On-site Power Generation was Installed (mm/dd/yyyy)

Date the On-site Power Generation was Operational (mm/dd/yyyy)

State (select from dropdown)

County (select from dropdown after selecting State)

City

Zip Code

Street Adress

Who owns the equipment?

Name of the School District(s) the On-site Power Generation will serve

NCES ID of School District that the On-site Power Generation will serve

Is a waiver being used to fulfill BABA compliance for the On-site Power Generation?

Example On-site Power Generation

Solar

Manufacturer Name

Model Name

2023

15 kW

$45,000.00

$45,000.00

$7,000.00

$5,000.00

$50,000.00

solar panels: May 2024; wiring: Jan 2024

6/27/2024

8/28/2024

VA

Arlington County

Alexandria

22305

400 1st Street

Walton School District

Walton School District

1234567

No - Infrastructure meets all BABA requirements

On-site Power Generation 1

$-

On-site Power Generation 2

$-

On-site Power Generation 3

$-

On-site Power Generation 4

$-

On-site Power Generation 5

$-

On-site Power Generation 6

$-

On-site Power Generation 7

$-

On-site Power Generation 8

$-

On-site Power Generation 9

$-

On-site Power Generation 10

$-

Table 24. Battery Energy Storage System (BESS) Equipment Information

Location of BESS Infrastructure

BABA Compliance

Type of Battery

Manufacturer of BESS

Model of BESS

Manufacture Year of BESS

Energy Capacity (please indicate kWh or MWh)

Equipment Cost only Per Unit:

Total Federal Funds Expended Per Unit

Total Funds Expended Installation Cost

Total Federal Funds Expended Installation Cost:

Total Federal Funds Expended Equipment and Installation

Date the BESS & Associated Equipment was Manufactured

Date the BESS Installed (mm/dd/yyyy)

Date the BESS was Operational (mm/dd/yyyy)

State (select from dropdown)

County (select from dropdown after selecting State)

City

Zip Code

Street Adress

Who owns the equipment?

Name of the School District the BESS will serve

NCES ID of School District that the BESS will serve

Is a waiver being used to fulfill BABA compliance for the BESS?

BESS Example

Lithium-Ion

Manufacturer Name

Model Name

2023

36kWh

$48,000.00

$20,000.00

$12,000.00

$10,000.00

$30,000.00

battery: May 2024; wiring: Jan 2024

6/27/2024

8/28/2024

VA

Arlington County

Alexandria

22305

400 1st Street

Walton School District

Walton School District

1234567

No - Infrastructure meets all BABA requirements

BESS Group 1

$-

BESS Group 2

$-

BESS Group 3

$-

BESS Group 4

$-

BESS Group 5

$-

BESS Group 6

$-

BESS Group 7

$-

BESS Group 8

$-

BESS Group 9

$-

BESS Group 10

$-

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Sheet 11: 11. Final Report

U. S. Environmental Protection Agency

Clean School Bus (CSB) Grant Program

Final Report: Financial and Narrative Summary

Grant Recipient

0

Federal Project Award Amount

$-

Program FY

0

Total Cost Share Amount

$-

Grant Number

0

Total Project Costs (Fed. + Cost Share)

$-

Federal (EPA) Funds Expended to Date

$-

Project Title

0

Federal (EPA) Funds Remaining

$-

Table 25. Project Updates - Narrative Responses

Record final project information.

Please paste the planned activities, outputs, and outcome from the last semi-annual report. Please indicate the final results below, including at least 1-2 sentences.

Activities

Anticipated Outputs

Anticipated Outcomes

ACTUAL Results

Table 26: Additional Questions

Please provide programmatic and narrative financial results on the project.

Question

Answer

1. Provide a narrative description of the project.

2. Explain the reason for any differences in proposed versus actual outputs/outcomes identified in Table 15 above.

3. Provide a narrative discussion of the actual project results (outputs and outcomes) and how the results are quantified. These may include, but are not limited to:  Number of replaced or retrofitted engines/vehicles/equipment and/or hours of idling reduced;  Adoption of an idle-reduction policy or changes in driver behavior regarding idling practices  Dissemination of the project information and increased knowledge via list serves, websites, journals, and press/outreach events (provide web links where applicable);  Widespread adoption of the implemented technology;  Increased public awareness of project and results  Other

4. Provide information on subrecipients and vendors:  Sub-recipient information (name, award amount, project description);  Vendor information (name, payment amount, good/services provided);

5. Provide a narrative discussion of the successes and lessons learned for the entire project.

6. If any cost-share or additional leveraged funds are reported, identify the source of the funds.

7. Was any program income generated during the project period? Identify amount of program income, how it was generated, and how the program income was used.

8. For projects involving vehicle/equipment replacement, please provide: a) Evidence that the replacement activity is an “early replacement,” and would not have occurred during the project period through normal attrition (i.e. without the financial assistance provided by EPA). Supporting evidence can include verification that the vehicles or equipment replaced had useful life left and fleet characterization showing fleet age ranges and average turnover rates per the vehicle or fleet owner’s budget plan, operating plan, standard procedures, or retirement schedule; and b) Evidence of appropriate scrappage, sale, or vehicle donation (if applicable) including the engine serial number and/or the vehicle identification number (VIN). *Include Attachments as Necessary

9. For projects that take place in an area affected by, or that include affected vehicles, engines or equipment affected by, Federal, State or local law mandating emissions reductions, provide evidence that emission reductions funded with EPA funds were implemented prior to the effective date of the mandate and/or are in excess of (above and beyond) those required by the applicable mandate. *Include Attachments as Necessary

10. Did you include at least one photo of successful, new equipment(s) or vehicle(s) employed? If yes, please indicate if you approve of permission for EPA's future use of the photo(s) in future internal and external documents including, but not limited to Reports to Congress and case studies highlighting CSB success stories.

11. Do you have any other comments or feedback?

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Sheet 12: 12. Data Dictionary

Fleet Description Data Fields: Please refer to the following data field dictionary for support in completing tabs 2, 8, and 9.
2. PROPOSED WORK PLAN
School District Summary
Prioritized		Select yes if the school district listed on the 2023 CSB Grants Program Prioritized School District List.
Self-Certified as Prioritized		If the school district self-certifies as Prioritized, indicate which of the three criteria the school district is using to self-certify.
Non-Attainment or Maintenance Area		Select yes if school district is located in a non-attainment or Maintenace area.
9. FLEET DESCRIPTION
Current Vehicle Information
Basic Vehicle Information
Vehicle Identification Number		Enter the VIN number for each vehicle.
Vehicle Manufacturer		Enter the manufacturer of the existing vehicle.
Vehicle Model		Enter the model of the existing vehicle.
Baseline Vehicle Model Year		Enter the model year of the existing vehicle.
Baseline Engine Fuel Type		Select the type of fuel that is currently being used (prior to upgrade).
Engine Family Name		Enter the Engine Family name of the existing Engine. NOTE: unregulated engines will not have an Engine Family Name. If unregulated, then NA
GVWR		Enter the gross vehicle weight rating (GVWR) of the existing vehicle.
Class		Select from the dropdown menu the bus.
Odometer		Enter the existing bus's current odometer reading, in miles.
Annual Miles Traveled		Enter the average number of vehicle miles traveled per year per vehicle.
Annual Idling Hours		Enter the average number of hours the vehicle idles per year.
Annual Amount of Fuel Used		Enter the amount of fuel used in gallons/year.
Remaining Life of Baseline Vehicle		Enter the remaining life of baseline engine/vehicle in years at the time of the upgrade action.
Vehicle Disposition/Replacement Process		Select a vehicle disposition option.
Did the applicant request a scrappage waiver?		Select the outcome of a scrappage waiver request if applicable.
Basic Fleet Information
Current Fleet Owner		Enter the first and last name and email address of the individual or organization that owns the fleet.
Place of Performance: School District		Enter the name of the school district in which the bus to be scrapped, sold, or donated has operated in.
Place of Performance: NCES ID		Enter the name of the National Center for Education Statistics (NCES) ID associated with the school district in which the bus to be scrapped, sold, or donated has operated in. If you are unsure of the district's NCES ID, you can search for the district at https://nces.ed.gov/ccd/districtsearch/.
Place of Performance: State		Select the two letter postal code for the state in which the bus to be scrapped, sold, or donated has operated in.
Place of Performance: County(s)		Enter the county in which the bus to be scrapped, sold, or donated has operated. If it has operated in multiple counties, record all and separate using a colon (e.g., Polk: Butler).
Place of Performance: City		Enter the city in which the bus to be scrapped, sold, or donated has operated in.
Place of Performance: Zip Code(s)		Enter the zip code in which the bus to be scrapped, sold, or donated has operated in. If it has operated in multiple zip codes, record all and separate using a colon (e.g., 50190 : 50191).
Percentage of Time operated in each County		Enter the percent of time the bus to be scrapped, sold, or donated has operated in each county. If there is more than one. separate using a colon (Polk - 80%: Butler 20%).
New Replacement Vehicle Information
Upgrade Vehicle Information
Year of Upgrade Action:		Enter the year the upgrade happened.
VIN for New Vehicle(s)		Enter the vehicle identification numbers (VIN) of the new vehicle.
New Vehicle Manufacturer:		Enter the manufacturer of the new vehicle.
New Vehicle Model:		Enter the model of the new vehicle.
New Vehicle Model Year:		Enter the model year of the new vehicle.
New Engine Family Name:		Enter the engine family name of the new vehicle.
New Vehicle Fuel Type:		Select the fuel type of the new vehicle.
New Vehicle GVWR:		Enter the gross vehicle weight rating (GVWR) of the new vehicle.
Upgrade Cost per Bus		Enter the cost of vehicle in dollars per unit.
Total Federal Funds Expended Per Bus		Enter the federal funds expended per vehicle in dollars per unit.
New Vehicle Annual Data
New Vehicle Annual Idling Hours		Enter the new average number of idling hours for the new engine.
New Vehicle Annual Miles Traveled		Enter the average number of vehicle miles traveled per year per new vehicle.
New Vehicle Annual Fuel Volume		Enter the new annual fuel volume, in gallons/year for propane or CNG only.
New Vehicle Equipped with Auxiliary Heater?		Select yes or no to specify whether the vehicle is equipped with an auxiliary heater.
Auxiliary Heater Type		If bus has an auxiliary heater, enter the type.
Zero Emission Vehicle Data
Capable of Bidirectional Charging?		Select yes or no into the cell to specify whether the vehicle is capable of bidirectional charging.
Estimate Range in Miles (for ZEV only)		Enter the estimated range in miles for the zero-emission vehicle.
Battery Capacity in kWh (for ZEV only)		Enter the battery capacity in kilowatt-hours for the zero-emission vehicle.
Is the Battery Warranty Included?		Select yes or no into the cell to specify whether the vehicle battery warranty is included.
Battery indicate Number of Years		If the battery includes a warranty, indicate the number of years the coverage is valid for
Battery: Number of Miles		If the battery includes a warranty, indicate the number of miles the coverage is valid for
Battery: Total kWh of battery discharge		Enter the total kWh of battery discharge
Powertrain Warranty Included?		Select yes or no into the cell to specify whether a powertrain battery warranty is included.
Powertrain: Number of Years		If the powertrain includes a warranty, indicate the number of years the coverage is valid for
Powertrain: Number of Miles		If the powertrain includes a warranty, indicate the number of miles the coverage is valid for
Is the bus equipped with Telematics?		Select yes or no into the cells it specify whether the vehicle is equipped with telematics.
EPA or its partners may contact me about participating in research opportunities to provide bus or EVSE data that could inform future transportation work.		Select yes or no.
If Yes, Telematics Primary Point of contact (Name and email)		Enter First and Last name and email address.
New Vehicle Fleet Information
New Vehicle Fleet Owner		Enter the first and last name and email address of the individual or organization that owns the fleet.
Does this bus operate in multiple counties within the project?		Select yes or no.
Place of Performance Replacement: School District		Enter the name of the school district in which the new bus will operate in. If it will operate in multiple school districts, list all and separate with a colon (e.g., Hampton School District: Edgewood School District).
Place of Performance Replacement: NCES ID		Enter the name of the National Center for Education Statistics (NCES) ID associated with the school district in which the new bus will operate in. If it will operate in multiple school districts, list all NCES IDs and separate with a colon (e.g., 1234567: 7654321).
Does this bus operate in multiple counties?		Select yes or no.
% of Time Replacement operated in each County		Enter the percent of time the new bus will operate in each county. If there is more than one, separate using a colon (Polk 80%: Butler 20%)
10. EV INFRASTRUCTURE
EVSE Equipment Information
Type of Charger		Enter the type of charger, either Level 2 (AC charging up to 19.2 kW) or DC Fast Charging.
If Level 2, is it ENERGY STAR certified		Confirm and select yes if applicable. Please see https://www.energystar.gov/
EVSE Manufacturer		Enter the manufacturer of the charging equipment
EVSE Model		Enter the model name of the charging equipment.
EVSE Manufacture Year		Enter the year the charging equipment was manufactured.
Is the EVSE BABA Compliant?		Select an option. EVSE manufactured on or after July 1, 2024 must be meet BABA requirements.
EVSE Maximum Output Power (kW)		Enter the maximum power output of the charging equipment, measured in kilowatts.
Number of Plugs on EVSE		Enter the number of plugs installed on each unit of the charging equipment.
Is the EVSE Capable of Bidirectional Charging?		Select yes or no into the cell to specify whether the charging equipment is capable of bidirectional charging.
Will the Bus and EVSE be Used for V2G?		Select yes or no into the cell to specify whether the buses and charging equipment will be used for vehicle-to-grid (V2G) services.
EVSE Number of Units		Enter the quantity of charging equipment unit
EVSE Equipment Cost only Per Unit:		Enter the cost of the charging equipment per unit.
Total Federal Funds Expended Per EVSE Unit		Enter the total Federal funds expend for charging equipment per unit.
Total Federal Funds Expended for EVSE		No action - autopopulated
Date of EVSE Installation (mm/dd/yyyy)		Enter the date on which the EVSE is permanently affixed.
Location of EV Infrastructure
State		Select the two letter postal code for the state in which the charging equipment will be located.
County		Enter the county in which the charging equipment will be located.
City		Enter the city in which the charging equipment will be located.
Zip Code		Enter the zip code in which the charging equipment will be located.
Street Adress		Enter the street address in which the charging equipment will be located.
Who owns the charger?		Enter the name of the school district or organization that owns the charging equipment.
Does the EVSE serve multiple school districts within this application?		Select yes or no
Name of the School District(s) the EVSE will serve (use a colon between school districts)		Enter the name of the school district in which the EVSE will serve. If it will serve multiple school districts, list all and separate with a colon (e.g., Hampton School District: Edgewood School District).
NCES ID of School District that the EVSE will serve (use a colon between school districts)		Enter the name of the National Center for Education Statistics (NCES) ID associated with the school district in which the EVSE will serve. If it will serve multiple school districts, list all NCES IDs and separate with a colon (e.g., 1234567: 7654321).
Infrastructure Installation Information
Total Funds Expended Installation Cost		Enter the total installation costs for the charging equipment for the EV infrastructure group column.
Total Federal Funds Expended Installation Cost		Enter the total Federal funds expended for installation costs for the charging equipment for the EV infrastructure group column.
Does the Infrastructure Equipment Cost Include Installation?		Please enter yes or no into the cell to specify whether the indicated cost of the charging equipment above includes any installation expenses.
Description of Installation Work		Enter a description of the work performed to install the charging equipment, such as design and engineering, trenching, wiring and electrical upgrades, labor, and permitting.
Installation Work Performed By		Enter the name(s) of the organization(s) that performed the installation work described above.
Installation was conducted by an individual who meets the infrastructure electrician requirements as outlined in the program guidance?		Select electrician category
Is waiver being used to fulfill BABA compliance for the Infrastructure Project		If a waiver is being used to meet BABA compliance requirements, select the waiver type
Total Federal Funds Expended Equipment and Installation		Automated cell that will calculate the total Federal Funds expended for the charging equipment and installation for an EV Infrastructure Group.
On-Site Power Generation Equipment Information
Type of energy generation		Select a type of energy generation, solar or wind.
Generation Capacity of the system		Enter the generation capacity of the system as either kW or MW. Please indicate unit of measurement.
Battery Energy Storage System (BESS) Equipment Information
Type of Battery		Select a type of battery
Energy Capacity		Enter the generation capacity of the system as either kWh or MWh. Please indicate unit of measurement.