LIFT Associates - SBIR Proposal Consultant
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![]() B&P Authorization FormControlling The Proposal Selection ProcessProposal Authorization Form The development of a proposal, especially from scratch, is an expensive proposition in terms of time, money, opportunity cost and emotional energy. It is incumbent upon senior management to control the selection and submission of proposals. In companies experienced in contract research, it is not uncommon to assign a project number and budget to each approved proposal activity, the key word being approved. The form below has evolved over long experience into a useful tool for managing the proposal selection process. Typically, the proposal manager fills out the form and submits it for management review. Often, this review culminates in an oral defense of the proposed opportunity. If approved, the cognizant manager(s) sign and date the form. The proposal manager then takes the signed form to the Finance Department for assignment of a B&P (bids and proposal) number and a budget. B&P AUTHORIZATION FORM (Use Addition Sheets as Needed) Proposal Overview Proposal Leader ____________________________________________________ Request Date __________ Opportunity __________________________________________________________ Due Date __________ Proposal Title __________________________________________________________ Amount __________ How many other proposals is the Proposal Leader responsible for in this time frame? ______________________ How much will it cost to prepare a "winning" proposal? ____________________________________________ Who will need to be involved? _______________________________________________________________ Management Plan Who will be the PI? _______________________________________________________________________ Who will be designated Key Personnel? ________________________________________________________ Who will be designated Other Senior Staff? _____________________________________________________ Will subcontracts/consultants be used? _________ If so, who? ______________________________________ Agency Synergism Have you talked to the TM? __________ What was the reaction? ___________________________________ What need/mission is being addressed? ________________________________________________________ What are the competing technologies? _________________________________________________________ What is our technology advantage? __________________________________________________________ What firms are likely to respond?_____________________________________________________________ What is our competitive advantage? __________________________________________________________ Has this proposal been submitted before? __________ If so, to whom? _______________________________ Technology Synergism What is the goal of the proposed effort? What are the main technical risks involved (rate each from 1-5, with 5 being the highest):
What is the proposed innovation/solution to each risk:
List the titles of the main tasks associated with each solution:
What is the milestone associated with each task:
What is the proposed deliverable? ____________________________________________________________ Does this activity offset any product development activities? __________ If yes, which one(s)? ______________ What core competency/capability will be created/advanced? ________________________________________ In short, what is the advantage to the firm? _____________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ Business Synergism What is the perceived product? ______________________________________________________________ If the program is successful, will additional development will still be needed? __________ If yes, what? ________ How much additional time and money will be required? _____________________________________________ What is the perceived market? _______________________________________________________________ What market sector will be targeted for penetration? _______________________________________________ Who are our customers? ____________________________________________________________________ What is our manufacturing/production plan? ______________________________________________________ What is our financing plan? __________________________________________________________________ What any new business relationships will be developed in the course of this work? __________ If yes, who? ___________________________________________________________________________ Who will be our commercialization partners? _____________________________________________________ Will a successful project be sufficient to attract outside money? __________ If no, what further development will be required? _______________________________________________ What is the opportunity cost to the firm? ________________________________________________________ In short, how is this endeavor in line with the firm's business goals? _____________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ Estimated Proposal cost Who is needed to produce this proposal?________________________________________________________ How many hours of each person is required? _____________________________________________________ Are consultants needed? If so, what is the projected cost? ___________________________________________ What other direct costs (e.g., graphics, publication, postage) are involved? _______________________________ What is the total estimated cost of preparing this proposal (in B&P dollars)? ______________________________ What indirect support is needed (e.g., administrative, financial, graphics)? ________________________________ Approvals ______________ ____________ ______________ ____________ ______________ ____________ |
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