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Document & Finalize Outline
| 8 week schedule - starts when Funding Opportunity Released | ||||||||||||
| 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | |||
| Download / review FOA | Download FOA | |||||||||||
| Decide SBIR/STTR/Both | SBIR, STTR, or Both | If STTR, reach out to Research Institution (RI) | ||||||||||
| Contact Topic Author | Contact Topic Author | Follow up (if necessary) | ||||||||||
| Locate Service Providers | Visit https://www.sbir.gov/local-assistance | |||||||||||
| Registrations | PAMS | SAM Registration | SBA | Grants.gov | ||||||||
| SAM Registration | ||||||||||||
| Prepare Project Narrative | Gather & Adjudicate Feedback on Outline | Complete First Draft of Section 1 | Gather & Adjudicate Section 1 Feedback | Complete First Draft of Section 2 | Gather & Adjudicate Section 2 Feedback | Add Proprietary Markings | Finalize | |||||
| Letter of Intent (LOI) | Write Draft LOI | Gather & Adjudicate Feedback | Submit LOI | |||||||||
| Principal Investigator (PI) role | Determine Possible PI's | Define and document PI's role on the project | Confirm final PI | Author PI Biosketch, and Current/Pending Support List (C/PSL) | ||||||||
| Budget | Determine Project Scope | Create Budget Estimate | Detailed Budget Assembly | Gather & Adjudicate Feedback (if necessary) | Finalize | |||||||
| Employees, subs, consultants | Estimate Staffing Needs | Build Staff Breakdown (Employee/Sub/1099) | Gather & Adjudicate Feedback (if necessary) | Confirm | ||||||||
| Budget Justification | Gather Supporting Docs & Write Staff Justification | Gather Supporting Docs & Write Facility Justification | Gather & Adjudicate Feedback (if necessary) | Finalize | ||||||||
| Required Forms (RI, subs) | Send Forms to RI/Subs | RI/Subs Fill Out Forms | Follow up and Finalize | |||||||||
| NEW ITEM: PIER PLAN | Draft PIER Plan & Contact Entities | Negotiate and Finalize Roles & Terms | Finalize PIER Plan | |||||||||
| Commercialization Plan | Review Examples and Create outline | Create First Draft | Gather & Adjudicate Feedback (if necessary) | Finalize | ||||||||
| Letters of Support | Create a list of possible references | Contact References & Provide Guidance | Follow Up & Finalize Letters of Support | Finalize Letters of Support | ||||||||
| Access Grants.gov workspace | Log-In & Begin Completing Forms | Complete Forms as Required by your FOA | Finalize Forms as Required by your FOA | |||||||||
| Prepare Abstract/Summary | Author Abstract | |||||||||||
| Biosketches & Current / Pending Support List (C/PSL) | Identify Personnel | Request Biosketches from all Personnel | Review, provide feedback, and ask for updates | Finalize all Biosketches and (C/PSL) | ||||||||
| Full Application due | Submit early? | Application due - Monday | ||||||||||
| 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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