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Week 

Activities - Accelerated Calendar 

1 

FOA Released 

  • Locate appropriate FOA in grants.gov, download, and review for application requirements & specifics 
  • Determine type of application:  SBIR, STTR, or Both.
  • Research issuing office - review mission, needs, research, programs. 
  • Assess ability to successfully respond to FOA.
  • Begin PAMS registration.
  • Visit the Find Local Assistance page at SBIR.gov to locate service providers, such as Small Business Development Centers (SBDC), Procurement Technical Assistance Centers (PTACs), many others.
  • Contact Topic Author/Manager if you have questions.
  • Download DOE SBIR/STTTR application checklist.

2 

  • If STTR application, or working with RI, consortia, or any partnering organizations, begin contacting those organization if known.  If you do not have established contacts, review partnering resources. 
  • Continue contacts with service providers if necessary.
  • Draft LOI
  • Begin SAM registration
  • Document and finalize Project Narrative outline.

3 

  • Continue working on SAM registration
  • If working with an external reviewer, gather and adjudicate feedback on Project Narrative outline. 
  • If working with an external reviewer, gather and adjudicate feedback on LOI.  
  • Determine possible PIs. 
  • Determine project scope for budgeting purposes.

4 

LOI due 

  • Submit LOI in PAMS 
  • Complete draft of first half of Project Narrative. *Please note, "first half" equates to the following Narrative elements: Identification of the Problem & Technical Approach, Anticipated Public Benefits, Technical Objectives & Work Plan, and the Performance Schedule.
  • Define and document PI's role on the project.
  • Create budget estimate.
  • Estimate staffing needs.
  • Review example Commercialization Plan and create outline. 
  • Create list of potential references to supply Letters of Support.
  • Identify personnel for which biosketches and/or current & pending support information is required.

5 

  • Begin Grants.gov registration.
  • Gather & Adjudicate Feedback on first half of Project Narrative.
  • Confirm PI.
  • Complete detailed budget assembly.
  • Build staff breakdown (employees, subcontractors, 1099.
  • Gather supporting documentation and prepare staff section of Budget Justification. 
  • Send required forms to RI and/or subcontractors.
  • Negotiate and finalize roles and terms of the PIER Plan.
  • Create first draft of the Commercialization Plan. 
  • Contact references and provide guidance for Letters of Support.
  • Log-in to Grants.gov, create application workspace, and being completing forms. 
  • Request biosketches and current and pending support lists from key / senior personnel.

6 

  • Register as SBC on SBIR.gov
  • Complete draft of second half of Project Narrative. **Please note, "second half" equates to the following Project Narrative elements: Partners: Research Institutions (if applicable), Other Consultants & Subcontractors, Facilities, Other Resources, & Equipment, and Bibliography & References Cited.
  • Complete Biosketch and current and pending support list for PI.
  • Gather and adjudicate feedback on budget if necessary.
  • Gather and adjudicate feedback on staffing breakdown if necessary.
  • Gather supporting documents and write Facilities section of Budget Justification if applicable.
  • Ensure that RI and any subcontractors have correct forms and necessary information to complete.
  • Gather and adjudicate feedback on Commercialization Plan if necessary.
  • Follow up and finalize Letters of Support.
  • Complete forms as required by the FOA.
  • Author Abstract / Project Summary.
  • Review, provide feedback, and ask for updates on biosketches and current and pending support lists.

7 

Non-responsive feedback, if any, issue 

  • If you receive non-responsive feedback, review, address the comments, and determine next steps 
  • Gather and adjudicate feedback on second half of Project Narrative. 
  • Finalize budget.
  • Confirm employees, subcontractors, and consultants.
  • Follow up with RI and/or subcontractors and consultants and finalize required forms.
  • Finalize Commercialization Plan.
  • Finalize Letters of Support.
  • Finalize all forms required by the FOA.
  • Finalize biosketches and current and pending support lists. 

8 

  • Add proprietary markings to Project Narrative.
  • Finalize Budget Justification. 

9 

Final review of application package and submit application.  

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