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The chart below is meant to provide a guideline for the completion of the many steps involved in an SBIR/STTR grant application.  This planner begins with the release of the Topics document.  Certain steps will take much longer than others, while others will require more leg work to complete such as gathering required documentation from collaborating partners and securing biosketches from key personnel who may not be employed by the applicant organization.  Further, it is essential that applicants allow themselves as much time as possible to work on the Project Narrative and provide an application that is responsive to the FOA.  

This schedule was developed with small business organizations in mind that have limited staff and are relatively new to the SBIR/STTR grant application process.  We recognized that experienced grant writers or companies with larger staffs, and personnel dedicated to specific areas, may approach this process differently.  In addition to the actions listed below, applicants should also review the DOE Funding Opportunities website and plan to attend upcoming webinars associated with the FOA.  


12 week schedule - starts when Topics Document Released

12345678910111213
Review Topics/SubtopcsSelect best Topic/subtopic pair









Decide SBIR/STTRSBIR or STTR











Contact Topic Author
Send emailFollow-up









Locate Service ProvidersSBDC, PTAC, Phase 0










Registrations
PAMSSAM registrationGrants.govSBA


Prepare Project Narrative
Write partGet feedbackWrite moreGet feedbackWrite moreGet FeedbackTweakGet FeedbackAdd markings


Download /review FOA


FOA








Letter of Intent (LOI)


DraftGet feedbacksubmit LOI






Principal Investigator (PI) role


Role?Confirm who







Budget

Think about
Begin PreparingKeep WorkingGet FeedbackFinalize




Budget Justification 



Staffing $Facilities $Get FeedbackFinalize




Employees, subs, consultants



DiscussConfirm






Required Forms (RI, subs)




DistributeFollow-upSecure




NEW ITEM: PIER PLAN







Think aboutReach outPrepare

Commercialization Plan




Review Ex.DraftGet FeedbackFinalize



Letters of Support





Think aboutReach outFollow-upSecure


Access Grants.gov workspace







Download formsStart completingGet feedback as needed

Prepare Abstract/Summary









Prepare

Biosketches







Format?Request allProof

Full Application due










Submit earlyApplication due
Have questions about FOA?Reach out to DOE Help Desk as needed; as well as help for Grants.gov and PAMS

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