Page History

1 

Topics Released 

• Download & review topics/subtopics document .
• Determine potential topic/subtopic pair .
• Determine SBIR, STTR, or both.
• Research issuing office - review mission, needs, research, programs .
• Locate service providers - SBDC, PTAC, etc.through the SBIR.gov Local Resources page to find SBDCs, PTACs, and others.  

2 

• Begin PAMS registration PAM registration
• If applying for STTR or both, contact Research Institution (RI) or locate potential RI.
• Contact Topic Author if necessary.
• Continue contacting local service providers if necessary.Email Topic Author/Manager if you have questions
• Download DOE SBIR/STTR Application checklist
• Begin formulating/drafting Document and Finalize outline of Project Narrative. 

3 

• Begin SAM registrationContinue formulating/drafting Project Narrative - request feedback for completed sections.
• Follow up with Topic Author / Managerif necessary.
• Gather and adjudicate feedback on Project Narrative outline.
• Determine possible PI. 
• Determine project scope for budgeting purposes.

 44 

FOA Released 

• Complete first draft of section 1 of the Project Narrative..
• Locate appropriate FOA in grants.gov, download, and review for application requirements & specificsand specifics.
• Write draft LOI. 
• Begin considering PI and the role they will take in Define and document PIs role on the project
• Continue formulating/drafting Project Narrative - request feedback for completed sections
• Draft Letter of Intent
• .
• Complete first draft of section 1 of Project Narrative.
• Create budget estimate.
• Estimate Staffing Needs.Continue drafting Project Narrative  - request feedback for completed sections

5 

• Get Gather and adjudicate feedback on Letter of Intentsection 1 of Project Narrative.
• Gather and adjudicate feedback on LOI.  
• Confirm PI
• Consider personnel and/or partnerships required to respond
• Continue drafting Project Narrative - request feedback from completed sections
• Begin to formulate budget 
• Begin to draft Budget Justification

6 

• Submit LOI in PAMS 
• Confirm personnel and/or partnerships required to respond
• If partnering with RI or any subcontractors, send subaward budget documents (downloaded from grants.gov application workspace) to RI or representative for completion
• Review and download Commercialization Plan example
• Continue drafting Project Narrative - request feedback for completed sections
• Begin to formulate Budget 
• Begin to draft Budget Justification

• .
• Complete detailed budget assembly. 
• Build Staff Breakdown (employee/sub/1099).
• Gather supporting documents and write staff justification for Budget Justification.
• Send forms to RI and any subcontractors.  

6 

• Complete first draft of section 2 of Project Narrative.
• Submit LOI in PAMS.
• Author PI Biosketch, and Current/Pending Support List.
• Gather and adjudicate feedback on Budget.
• Gather and adjudicate feedback on personnel, if necessary.
• Gather supporting documentation and write facilities justification if applicable for Budget Justification.
• Ensure that RI and/or subcontractors are completing forms.  
• Review example and finalize outline of Commercialization Plan.

7 

LOI due 

• Gather and adjudicate feedback on section 2 of the Project Narrative.
• Finalize Budget.
• Confirm personnel. 
• Create first draft of the

7 

LOI due 

• Draft Commercialization Plan
• Follow up with RI or any subcontractors regarding required forms
• Consider/determine necessary letters of commitment/funding/support from RI, consortia, and/or any partnering or supporting organization 
• Continue drafting Project Narrative - request feedback for completed sections
• Continue to formulate Budget - get feedback
• Continue to draft Budget Justification - get feedback
• 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.   
• Create a list of possible references for Letters of Support. 

8 

• Review and edit completed draft of Project Narrative.
• Finalize Budget Justification.
• Gather and adjudicate feedback on the Commercialization Plan. 
• Contact references and provide guidance for Letters of Support.
• Identify personnel for which biosketches and current and pending support lists are required. 

8 

• If partnering with RI or any subcontractors, secure subaward budget and other required documents
• Reach out for letters of commitment/funding/support from RI, consortia, and/or any partnering  or supporting organization 
• Get feedback on Commercialization Plan
• Continue drafting Project Narrative - request feedback for completed sections
• Finalize Budget 
• Finalize Budget Justification

9 

• Begin Grants.gov registration.
• Gather and adjudicate feedback on completed draft of Project Narrative.
• Draft PIER Plan and contact relevant entities.
• Finalize Commercialization Plan.
• Follow up with references and finalize Letters of Support.
• Once registered with Grants.gov, create workspace and download application package and begin completing form
• Continue drafting Project Narrative - request feedback for completed 
• Begin considering PIER Plan
• Finalize Commercialization Plan
• Follow up on Letters of Support
• Format biosketches and current & pending support
• Review DOE application checklist to ensure all required forms have been completed 
• .
• Request Biosketches and pending and current support lists from all personnel..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

10 

Non-responsive feedback, if any, issue 

• If you receive non-responsive feedback, review, address the comments, and determine next steps 
• Register as SBC on SBIR.gov
• Continue drafting Add Proprietary  Markings to Project Narrative - add proprietary markingsStart completing Grants.gov forms
• Request biosketches for personnel and current/pending support lists
• Negotiate and finalize roles and terms of PIER Plan. 
• Finalize Secure Letters of Support
• Reach out to appropriate partners regarding PIER Plan 
• .
• Complete forms as required by FOA.
• Review, provide feedback, and ask for updates on Biosketches and current and pending support lists.  

11 

• Finalize PIER Plan.
• Finalize forms as required by FOA.
• Author Abstract / Project Summary.
• Finalize all Biosketches and current & pending support.

11 

• Review Project Narrative for necessary edits and/or adjustments 
• Review Budget for any errors or inconsistencies 
• Review Budget Justification to ensure consistency with Budget 
• Prepare PIER Plan
• Proof biosketches and Current & Pending Support
• Get feedback as necessary for Grants.gov and other required forms
• Prepare Abstract / Project Summary
• Review DOE checklist to ensure all necessary forms completed 

12 

Submit application  early.

13 

Full application due