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 | |||||||||||||
1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | |
Review Topics/Subtopcs | Select best Topic/subtopic pair | ||||||||||||
Decide SBIR/STTR | SBIR or STTR | ||||||||||||
Contact Topic Author | Send email | Follow-up | |||||||||||
Locate Service Providers | SBDC, PTAC, Phase 0 | ||||||||||||
Registrations | PAMS | SAM registration | Grants.gov | SBA | |||||||||
Prepare Project Narrative | Write part | Get feedback | Write more | Get feedback | Write more | Get Feedback | Tweak | Get Feedback | Add markings | ||||
Download /review FOA | FOA | ||||||||||||
Letter of Intent (LOI) | Draft | Get feedback | submit LOI | ||||||||||
Principal Investigator (PI) role | Role? | Confirm who | |||||||||||
Budget | Think about | Begin Preparing | Keep Working | Get Feedback | Finalize | ||||||||
Budget Justification | Staffing $ | Facilities $ | Get Feedback | Finalize | |||||||||
Employees, subs, consultants | Discuss | Confirm | |||||||||||
Required Forms (RI, subs) | Distribute | Follow-up | Secure | ||||||||||
NEW ITEM: PIER PLAN | Think about | Reach out | Prepare | ||||||||||
Commercialization Plan | Review Ex. | Draft | Get Feedback | Finalize | |||||||||
Letters of Support | Think about | Reach out | Follow-up | Secure | |||||||||
Access Grants.gov workspace | Download forms | Start completing | Get feedback as needed | ||||||||||
Prepare Abstract/Summary | Prepare | ||||||||||||
Biosketches | Format? | Request all | Proof | ||||||||||
Full Application due | Submit early | Application due | |||||||||||
Have questions about FOA? | Reach out to DOE Help Desk as needed; as well as help for Grants.gov and PAMS |
...