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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 13 week schedule - starts when Topics Document Released | |||||||||||||
| 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | |
| Review Topics/Subtopics | Select best Topic/subtopic pair | ||||||||||||
| Decide SBIR/STTR or Both | SBIR or 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 | SAMS | SBA | Grants.gov | |||||||||
| Prepare Project Narrative | Document & Finalize Outline | Gather & Adjudicate Feedback on Outline | Complete First Draft of Section 1 | Gather & Adjudicate Feedback on Section 1 | Complete First Draft of Section 2 | Gather & Adjudicate Feedback on Section 2 | Review & Edit Completed Draft | Gather & Adjudicate Feedback on Completed Draft | Add Proprietary Markings | ||||
| Download /review FOA | Download FOA from DOE website | ||||||||||||
| Letter of Intent (LOI) | Write Draft LOI | Gather & Adjudicate Feedback | Submit LOI in PAMS | ||||||||||
| Principal Investigator (PI) role | Determine Possible PIs | Define and document PIs role on the project | Confirm final PI | Author PI Biosketch, and Current/Pending Support List | |||||||||
| Budget | Determine Project Scope | Create Budget Estimate | Complete 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 Facilities 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 Example and Finalize 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 FOA | Finalize Forms as Required by FOA | ||||||||||
| Prepare Abstract/Summary | Author Abstract | ||||||||||||
| Biosketches | Identify Personnel | Request Biosketches from all Personnel | Review, provide feedback, and ask for updates | Finalize all Biosketches and Current & Pending Support | |||||||||
| 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 | ||||||||||||
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