Engaging with a client for R&D proposal support

  • Sign a nondisclosure agreement (NDA), if desired by client
  • Review proposal topic, note proposal due date
  • Check what the client has drafted and remaining required accomplishments for a competitive proposal
  • Create a consultant statement of work (SOW) based on conversation with client
  • Review SOW with client; upon reaching agreement on SOW, client/consultant sign it

Specify consultant tasks and deliverables with SOW. Tasks could include:

  • Review of proposal topic from award granting agency; develop clear understanding about agency proposal submission rules and mission statement
  • Assess client’s innovation; check for technical show stopper issues
  • Research client competition
  • Understand market drivers (i.e., real need versus “nice to have, but…”)
  • Develop commercialization path from laboratory to market place
  • Write inputs to proposal sections as desired by client
  • Perform Red Team review of draft proposal
  • Cost of J. H. Everson Consulting services is based on the number of hours required to complete SOW tasks multiplied by an hourly rate.  The quoted cost will never be exceeded to avoid “mission creep” and cost to client.


About Dr. Everson

Prior to forming this SBIR consultant practice, Dr. Jeffrey Everson was director of business development for QinetiQ North America’s Technology Solutions Group (previously Foster-Miller, Inc.).

Dr. Everson has won and been the principal investigator for several SBIR programs, including a Phase I program for NASA, a Phase I project for the U.S. Air Force, and Phase I and II contracts from the U.S. Department of Transportation. For the Phase II program, he received a Tibbetts Award for exemplifying the best in SBIR achievement.

Previously Dr. Everson held senior scientist positions at Battelle Memorial Institute, The Analytic Sciences Corporation (TASC), Honeywell Electro Optics Systems Division, and Itek Optical Systems Division.

He holds a PhD in physics from Boston College and a MS/BS in physics from Northeastern University.


For more information about how JHEverson Consulting can help your company with its SBIR and STTR proposals, please contact Jeff Everson.

JHEverson Consulting is based in the Boston area but consults for clients throughout North America. It also is supported by affiliated consultants.