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Week 

Activities - 8 Week Calendar 

1 

FOA Released 

  • Locate appropriate FOA in grants.gov, download, and review for application requirements & specifics 
  • Determine type of application:  SBIR, STTR, or Both
  • Download & review topics/subtopics document 
  • Determine potential topic/subtopic pair 
  • Research issuing office - review mission, needs, research, programs 
  • Assess ability to successfully respond to topic/subtopic pair 
  • Contact Topic Author/Manager if you have questions 
  • Consider personnel and/or partnerships required to respond to topic/subtopic pair 
  • Begin drafting LOI 
  • Download DOE SBIR/STTTR application checklist 
  • Begin SAM registration and PAMS registration 

2 

  • If STTR application, or working with RI, consortia, or any partnering organizations, begin contacting those organization if known.  If you do not have established contacts, review partnering resources. 
  • Determine PI and Key/Senior Persons 
  • Begin drafting Project Narrative 
  • Review PIER Plan requirements and begin formulating PIER Plan 
  • Review Commercialization Plan requirements and determine if outside assistance from service provider needed  

3 

  • Register for in Grants.gov 
  • Request letters of commitment/funding/support from RI, consortia, and/or any partnering organizations  
  • Finalize senior / key personnel and begin completing biosketches 
  • Begin completing Current & Pending Support for PI and key / senior persons  
  • Continue drafting Project Narrative 
  • Continue to formulate budget 
  • If working with a service provider or reviewer, begin providing Project Narrative sections for review as they are completed for comments 

4 

LOI due 

  • Submit LOI in PAMS 
  • Begin entering information on the SF424 webform in Grants.gov 
  • Finalize biosketches for PI and all senior/key persons 
  • Continue drafting Project Narrative 
  • Continue to formulate budget 
  • Divide time between creative aspects of writing Project Narrative and completing required forms - R & R Senior/Key Person Form, R&R Other Project Information Form, SBIR/STTR Information Form.   

5 

  • If partnering with RI or any subcontractors, send subaward budget documents (downloaded from grants.gov application workspace) to RI or representative for completion 
  • Continue drafting Project Narrative 
  • Continue to formulate budget 
  • Begin Budget Justification Form 
  • Determine data management plan; if working with an RI, ensure that there is agreement on how/if data is to be shared 

6 

  • Verify SAM registration complete 
  • Register as SBA on SBIR.gov 
  • Continue drafting Project Narrative 
  • Continue to formulate budget 
  • Divide time between creative aspects of writing Project Narrative and completing required forms - R & R Senior/Key Person Form, R&R Other Project Information Form, SBIR/STTR Information Form.   
  • Complete Level of Effort and Max Funding spreadsheet 
  • Review DOE application checklist to ensure all required forms have been completed 

7 

Non-responsive feedback, if any, issue 

  • If you receive non-responsive feedback, review and determine next steps 
  • Begin finalizing Project Narrative 
  • Begin finalizing Budget 
  • Review subaward budgets (if any) from RI and/or subcontractors 
  • Finalize PIER Plan 
  • Finalize Commercialization Plan 
  • Finalize Budget Justification Form 

8 

  • Review Project Narrative for necessary edits and/or adjustments 
  • Review Budget for any errors or inconsistencies 
  • Review Budget Justification to ensure consistency with Budget 
  • Review DOE checklist to ensure all necessary forms completed 

9 

Submit application