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 through the SBIR.gov Local Resources page to find SBDCs, PTACs, and others.  

2 

• Begin 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.
• Download DOE SBIR/STTR Application checklist
• Document and Finalize outline of Project Narrative. 

3 

• Begin SAM registration.
• Follow up with Topic Author if necessary.
• Gather and adjudicate feedback on Project Narrative outline.
• Determine possible PI. 
• Determine project scope for budgeting purposes.

 4 

FOA Released 

• Complete first draft of section 1 of the Project Narrative. *Please note, "section 1" equates to the following Narrative elements: Identification of the Problem & Technical Approach, Anticipated Public Benefits, Technical Objectives & Work Plan, and the Performance Schedule.
• Locate appropriate FOA in grants.gov, download, and review for application requirements and specifics.
• Write draft LOI. 
• Define and document PIs role on the project.
• Complete first draft of section 1 of Project Narrative.
• Create budget estimate.
• Estimate Staffing Needs.

5 

• Gather and adjudicate feedback on section 1 of Project Narrative.
• Gather and adjudicate feedback on LOI.  
• Confirm PI.
• 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. **Please note, "section 2" equates to the following Project Narrative elements: Partners: Research Institutions (if applicable), Other Consultants & Subcontractors, Facilities, Other Resources, & Equipment, and Bibliography & References Cited.
• 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 Commercialization Plan
• Follow up with RI or any subcontractors regarding required forms
• 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. 

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.
• Request Biosketches and pending and current support lists from all personnel..

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
• Add Proprietary  Markings to Project Narrative.
• Negotiate and finalize roles and terms of PIER Plan. 
• Finalize Letters of Support.
• 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.

12 

Submit application early.

13 

Full application due