Client team review

The caliber of your team will affect proposal scores—in particular the principal investigator (PI), who should have technical expertise related to the solicitation topic, and your commercialization experience. This issue is the second most important topic in an agency’s proposal evaluation, as venture capitalist put great emphasis on who is driving the bus. As the U.S. Army, for example, uses the evaluation services of venture capital bankers to judge Small Business Innovation Research (SBIR) programs with the best chance of commercialization success, it is important to keep venture capital requirements in mind when crafting a SBIR and Small Business Technology Transfer (STTR) proposal.

This client team review task will

  • review the PIs credentials, publications, and previous commercialization successes in relation to your innovation and the agency’s solicitation topic
  • provide an overview of your technology, products, and business model
  • examine partnering needs (for example, with a prime contractor in the case of Department of Defense solicitation topics) to compensate for either the PI’s or other weaknesses
  • justify the use of consultants
  • demonstrate that you have all necessary laboratory equipment and computer simulation tools to support research and development work and indicate the source of any missing items and their availability for the program
  • indicate that you possess program-management expertise and the financial documentation capabilities for project overview

The next step is developing the commercialization roadmap.

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.