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Checklist · Federal Funding Engagement

What you provide. What I build.

A clean division of labor keeps a submission on schedule. Your team owns the science and the facts; I deliver the structure, compliance, and scoring strategy. This checklist lays out exactly what I'll need from you, so nothing stalls the work, and exactly what I author from it.

Download the checklist (PDF) 2 pages · print and work through it
Before anything else

Start these now.

Federal registrations are the most common cause of a missed deadline. Registrations run four to six weeks, in sequence, and nobody can expedite them. I'll guide every step, but only your firm can execute and certify these.

  • +Confirm eligibility: U.S. for-profit, majority U.S.-owned (500 or fewer employees for SBIR/STTR)
  • +Register at SAM.gov and obtain your UEI
  • +SBIR/STTR only: register in the SBA Company Registry (get your SBC Control ID)
  • +Set up portal access: Login.gov → DSIP (DoD), Grants.gov + PAMS (DOE SBIR), or NETL eXCHANGE (DOE NOFOs)
  • +Make legal name and address match exactly across SAM.gov, SBIR.gov, and the portal
  • +Identify your Principal Investigator and confirm availability
  • +NOFOs only: decide your cost share position. A signed commitment letter is a submission gate.

Mismatched names or a late UEI are the two errors that most often sink an otherwise-fundable application.

Tier 01

Federal Funding Readiness Sprint

3–5 days
You provide
The starting facts
  • +A plain-language summary of your technology and the problem it solves
  • +Any feasibility evidence to date: test data, prototypes, prior results, publications
  • +Target agency, topic, or announcement of interest, or I'll help identify the best-fit open ones
  • +Your current registration status (from the list above)
  • +Principal Investigator name and availability
  • +Your track record on projects of comparable size, the basis of a prime-capability judgment
I deliver
Your decision package
  • +Fit and qualification screen across open SBIR/STTR topics and NOFOs
  • +A clear go / no-go recommendation
  • +Proposal outline mapped to the agency's scoring criteria
  • +Eligibility, cost share and registration gap-check with a punch list
  • +Prime-versus-teaming assessment, where award size warrants it
  • +A roadmap and timeline to submission
Tier 02

Phase I or NOFO Proposal Package

3–5 weeks
You provide
The science and the facts
  • +The technical approach and innovation: how it works, why it's feasible
  • +Technical objectives, tasks, and expected results (your R&D substance)
  • +PI and key personnel: names, bios/CVs, roles, qualifications
  • +Company data: legal name, UEI, EIN, ownership %, employee count, any prior SBIR/STTR awards
  • +Corporate experience on projects of similar nature and complexity, what reviewers weigh, not the founder's résumé
  • +Cost inputs: labor rates and hours, subcontractors/consultants, equipment, indirect rates, quotes
  • +NOFOs: your cost share source and the signed commitment letter
  • +Foreign disclosure: any foreign ownership, affiliations, or talent agreements (federally mandated)
  • +Relationships for any partner, teaming, or site-access letters (I draft; you confirm)
  • +Firm-level training and certifications only you can complete and sign (e.g., DoD Fraud/Waste/Abuse training)
  • +The authorized official who will certify and sign the submission
I author and deliver
Structure, compliance, scoring
  • +Technical narrative or technical volume: structured, sharpened, and mapped to the evaluation criteria (you supply the science; I make it score)
  • +Commercialization plan or statement of project objectives and project management plan, depending on the mechanism
  • +Cost volume, budget workbook, and justification, structured from your numbers
  • +Full compliance pass to the specific solicitation: required volumes, page limits, format, file naming
  • +Reviewer-psychology and scoring optimization
  • +Assembly of the complete, submission-ready package in the agency portal (DSIP / PAMS / eXCHANGE)
A note on your target agencies

DoD submits through DSIP as separate volumes: cover sheet, technical, cost, commercialization report, supporting documents, and Fraud/Waste/Abuse training. DOE SBIR requires a mandatory Letter of Intent several weeks before the full application; no LOI on file means no review. DOE NOFOs run through NETL eXCHANGE, with their own gates: the right topic area, a letter of intent from an industry partner where site access is required, and a cost share commitment letter at submission. I manage all three timelines. Just know the clocks start at different points.

Every solicitation differs, and the fastest way to be disqualified is to miss one of its specific format rules. I always build to the live BAA, FOA, or NOFO, never a template. (SBIR/STTR was reauthorized through 2031; the rules keep evolving, and I track them.)

On the DoD side, third-party audits were suspended in July 2026, but a self-assessment can still gate an award. Read About CMMC →

Have an open solicitation in view?

Let's map your inputs and timeline.

Email Scott