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Week 

Activities - Standard Calendar 

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 draft of first half of the 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.
  • 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 draft of first half of Project Narrative.
  • Create budget estimate.
  • Estimate Staffing Needs.

5 

  • Gather and adjudicate feedback on first half 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 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.
  • 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 second half 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.
  • 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 forms as required by FOA.
  • Author Abstract / Project Summary.
  • Finalize all Biosketches and current & pending support.

12 

Submit application early.

13 

Full application due 

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