8-Week Planner

1 

FOA Released 

• Locate appropriate FOA in grants.gov, download, and review for application requirements & specifics 
• Determine type of application:  SBIR, STTR, or Both
• Download & review topics/subtopics document 
• Determine potential topic/subtopic pair 
• Research issuing office - review mission, needs, research, programs 
• Assess ability to successfully respond to topic/subtopic pair 
• Contact Topic Author/Manager if you have questions 
• Consider personnel and/or partnerships required to respond to topic/subtopic pair 
• Begin drafting LOI 
• Download DOE SBIR/STTTR application checklist 
• Begin SAM registration and PAMS registration 

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. 
• Determine PI and Key/Senior Persons 
• Begin drafting Project Narrative 
• Review PIER Plan requirements and begin formulating PIER Plan 
• Review Commercialization Plan requirements and determine if outside assistance from service provider needed  

3 

• Register for Grants.gov 
• Request letters of commitment/funding/support from RI, consortia, and/or any partnering organizations  
• Finalize senior / key personnel and begin completing biosketches 
• Begin completing Current & Pending Support for PI and key / senior persons  
• Continue drafting Project Narrative 
• Continue to formulate budget 
• If working with a service provider or reviewer, begin providing Project Narrative sections for review as they are completed for comments 

4 

LOI due 

• Submit LOI in PAMS 
• Begin entering information on the SF424 webform in Grants.gov 
• Finalize biosketches for PI and all senior/key persons 
• Continue drafting Project Narrative 
• Continue to formulate budget 
• Divide time between creative aspects of writing Project Narrative and completing required forms - R & R Senior/Key Person Form, R&R Other Project Information Form, SBIR/STTR Information Form.   

5 

• If partnering with RI or any subcontractors, send subaward budget documents (downloaded from grants.gov application workspace) to RI or representative for completion 
• Continue drafting Project Narrative 
• Continue to formulate budget 
• Begin Budget Justification Form 
• Determine data management plan; if working with an RI, ensure that there is agreement on how/if data is to be shared 

6 

• Verify SAM registration complete 
• Register as SBA on SBIR.gov 
• Continue drafting Project Narrative 
• Continue to formulate budget 
• Divide time between creative aspects of writing Project Narrative and completing required forms - R & R Senior/Key Person Form, R&R Other Project Information Form, SBIR/STTR Information Form.   
• Complete Level of Effort and Max Funding spreadsheet 
• Review DOE application checklist to ensure all required forms have been completed 

7 

Non-responsive feedback, if any, issue 

• If you receive non-responsive feedback, review and determine next steps 
• Begin finalizing Project Narrative 
• Begin finalizing Budget 
• Review subaward budgets (if any) from RI and/or subcontractors 
• Finalize PIER Plan 
• Finalize Commercialization Plan 
• Finalize Budget Justification Form 

8 

• Review Project Narrative for necessary edits and/or adjustments 
• Review Budget for any errors or inconsistencies 
• Review Budget Justification to ensure consistency with Budget 
• Review DOE checklist to ensure all necessary forms completed 

9 

Submit application