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 - SBDC, PTAC, etc.

2 

• Begin PAMS registration 
• Email Topic Author/Manager if you have questions
• Download DOE SBIR/STTR Application checklist
• Begin formulating/drafting Project Narrative

3 

• Begin SAM registration
• Continue formulating/drafting Project Narrative - request feedback for completed sections
• Follow up with Topic Author / Manager

4 

FOA Released 

• Locate appropriate FOA in grants.gov, download, and review for application requirements & specifics 
• Begin considering PI and the role they will take in the project
• Continue formulating/drafting Project Narrative - request feedback for completed sections
• Draft Letter of Intent
• Finalize senior / key personnel and begin completing biosketches 
• Begin completing Current & Pending Support for PI and key / senior persons  
• Begin drafting LOI 
• Continue drafting Project Narrative 
• If working with a service provider or reviewer, begin providing Project Narrative sections for review as they are completed for comments 

5 

• Finalize partnerships with RI, consortia, and any partnering organizations 
• Continue drafting Project Narrative 
• Continue to formulate budget 
• Review PIER Plan requirements and begin formulating PIER Plan 
• Review Commercialization Plan requirements and determine if outside assistance from service provider needed  

6 

• Verify SAM registration complete 
• Submit LOI in PAMS 
• Begin entering information on the SF424 webform in Grants.gov 
• Register as SBA on SBIR.gov 
• Request letters of commitment/funding/support from RI, consortia, and/or any partnering organizations  

7 

LOI due 

• 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.   

8 

• 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 

9 

• 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 

10 

Non-responsive feedback, if any, issue 

• If you receive non-responsive feedback, review, address the comments, 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 

11 

• 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 

12 

Submit application 

13 

Full application due