SBIR/STTR Training

BBCetc offers training classes and webinars on a variety of topics relevant to technology companies and entrepreneurs. These classes can be offered under the auspices of a client or partner organization, or may be scheduled regionally and open to the community. BBCetc consultants also participate on panels and as speakers at conferences and workshops around the country.

The following list of onsite training, short programs and webinars can be tailored for the interests and time available and combined with one-on-one consultations or open office hours. For further information, contact Jayne Berkaw at jayne@bbcetc.com / 734-930-9741.

Onsite Training

SBIR/STTR 101: Introduction and Overview

The government’s Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) programs make over $2.6 billion in high-risk, non-dilutive capital available to innovative small companies annually. In this half-day class, attendees learn SBIR/STTR program basics, including program purpose, eligibility, sources of funding and tools for proposal development. The class provides enough information for attendees to determine if they would like to seriously pursue a grant or contract proposal. 3 hrs.

Commercialization Planning for SBIR-Stage Companies
BBCetc’s philosophy is that going through the process of commercialization planning can actually be more instructive than the plan itself. Find out why, and then learn how to travel successfully down the product-to-market pathway. Includes tips on developing a credible commercialization plan, using market research to direct your efforts, how to build a business model and commercialization planning differences across agencies. 3 hrs.
 
SBIR/STTR Proposal Preparation for NIH
This class presents critical information for developing a competitive proposal for National Institutes of Health SBIR/STTR program. In addition to up-to-date information on the SBIR/STTR programs, it covers registrations necessary for submission, strategies for targeting your proposal to meet the reviewers’ expectations, how to approach each section of the proposal, tips on navigation the submission process, commercialization planning and more. 1-2 days
Getting Ready for Your Phase II NIH SBIR/STTR Proposal
You’ve made it through the first hurdle – getting your Phase I funded. You’ve achieved your aims and demonstrated feasibility. You’re ready to write and submit your Phase II proposal — or are you? In this session, key considerations for a Phase II proposal are explored with specific emphasis on commercialization. It provides the framework for a strong commercialization plan as well as key activities you can initiate while still working on your Phase I project, and reviews the overall attributes of a strong, well-crafted proposal. 6 hrs.
SBIR/STTR Proposal Preparation - NSF/DOD/DOE/USDA
This seminar presents essential information for crafting a competitive proposal to meet the mission, standards and requirements of the topic agency’s SBIR/STTR program. It includes information and advice on getting registered so you can submit, preparing the components of your proposal for maximum impact, how to approach commercialization planning, navigating the submission process, and more. 6 hrs.
You've Won Your Award. Now What?
Whether you are anticipating an award or have already been funded, understanding the fundamentals necessary to manage your government dollars is key to organizing your business for success and proving your credibility for future funding. This half-day program provides training, tips and guidance on preparing a budget, what you should know about government audits, strategies for indirect rate development, using QuickBooks to stay in compliance and setting up policies and procedures for success. 3 hrs.

Short Programs

SBIR/STTR Eligibility and Selecting the Right Agency
If you are considering pursuing SBIR or STTR funding, the first step is to learn what it takes to be eligible and then determine which of the 11 participating agencies is the best fit for your technology. This session will give you basic information to determine if this is a path you would like to seriously pursue.
Agency Differences & Similarities
If you are interested in submitting an SBIR or STTR proposal, you should know that the process is uniquely interpreted by each of the 11 participating federal agencies. Choosing the appropriate agency or agencies to target with your proposal is a critical element in funding success. This session highlights some of the most important differences between agencies, where to gather additional relevant information, and how to integrate it into your decision making.
 
Writing a Commercialization Plan
To be eligible for SBIR/STTR funding your state-of-the-art of technology must have commercial potential. Applicants must know their market size, characteristics, customers and competitors and how their innovation will address an unmet market need. This session deals with how to approach these topics and what information you’ll need to determine the financial projections and impact of your product.
SBIR/STTR for Start Ups: Building a Quality Team
Start-ups often have difficulty putting their teams together for SBIR and STTR submissions. This session covers how to use sub-contractors to fill out your team, how to discuss the current and future build out of your management team, and how to use Advisory Boards and Technical Advisers to strengthen your company and your SBIR/STTR proposals.
How to Prepare a Budget for Your SBIR/STTR Proposal
A proper budget can be an effective tool in driving your project from start to finish. This session covers important considerations in budget development, including what costs need to be included, how to write a budget justification, what indirect rate should be used and more.
What You Need to Know About Government Audits
Technology firms that receive grants or contracts are often unprepared to deal with a government audit. When is an audit required? How do you prepare? Who performs an audit? This session answers those and other questions that arise. Also covered are types of audits, company financial policies and procedures, contracts and agreements, equipment logs; required reporting, audit alerts, etc.
QuickBooks and Compliance for SBIR/STTR Recipients
This program discusses how to manage your SBIR/STTR grant or contract to improve your odds of moving from Phase I to Phase II, and Phase II to Phase III (transition and/or commercialization). We review the various sources for managing funds from DoD, NIH, NSF, or DoE, as well as reporting requirements and close-out procedures.
NIH RO1 and SBIR/STTR: Not all NIH Grants are Created Equal!
You’ve had experience with NIH research grants – RO1s, R21s, RO3s. You are ready to transition to SBIR/STTR proposals. Piece of cake, right? Not so fast! The two mechanisms are definitely NOT the same. The participation qualifications are different. The review criteria are different. And the ultimate goal of the R&D is different. This program highlights where you’ll need to think, plan and write differently to be successful with the SBIR/STTR program — and why you’ll need more SBIR/STTR training to be competitive with your proposal. Plenty of time for questions after the presentation.
University Participation in SBIR/STTR: From Pre-submission to Post-award
Universities are often directly or indirectly involved in the development and execution of SBIR/STTR-funded projects, so it is important that university administrators understand SBIR/STTR requirements and that the small business understands the university’s policies. This session covers issues that need to be addressed both as the proposal is being developed and after it is awarded looking specifically from the university’s perspective. We explore budgets, participation by researchers, conflict of interest and post-award reporting requirements, and present updated information on SBIR/STTR policies since the 2012 reauthorization.
Think Your Company is Too Big for SBIR Funding? Think Again.
If your company is involved in doing things like high-risk/high-reward projects that don’t meet the criteria for internal funding, development of a new technology that is in-licensed and/or evolving a new product idea jointly with another company, you may be able to use the SBIR/STTR programs to supplement your internal R&D budget or to partially fund diversification into new business areas. Learn how your innovation and commercialization experience can give you an edge over companies that are still developing their first product or service.
Top 10 Dos and Don’ts for Your Phase I NIH Proposal
Imagine what you might learn if you could see hundreds of proposals before submission and summary statements post-review. That’s exactly what the BBCetc has done over the past almost 20 years. In this entertaining session we explore both the obvious and the subtle ways you can strengthen your proposal or quickly squelch reviewers enthusiasm through lessons learned.
Top 10 Brilliant Ideas and Stupid Mistakes: Secrets of Phase II NIH Proposal Success
More money, more time, and more work equates to more proposal in Phase II! It also equals more opportunities to either impress the reviewers or propagate the same mistakes that they see all too often. In this session, we discuss tangible recommendations to integrate into your proposal or make sure don’t see the light of the reviewer’s day.
How to Assess Your Clients for SBIR/STTR Funding
Get updated on program requirements and learn what questions you should ask to assess your clients’ SBIR/STTR appropriateness so you can guide them forward.
Formatting and Readability Tips for SBIR/STTR Proposals
 A good SBIR/STTR proposal is made infinitely better by writing and formatting that enhances readability by reviewers and showcases your technology to its best advantage. Improve the competitiveness of your proposal with tips and best practices for making it look good and read well. 
Commercialization Planning for SBIR-Stage Companies
With commercialization and transition plans being a key differentiator in the SBIR/STTR programs, it is important to know what the agencies are looking for and how to go about developing good plans. This session will discuss the expectations that various agencies have for commercialization plans in your Phase I and Phase II projects, where to find cost effective market research resources, what quality “support & commitment letters” are, and more.
SBIR/STTR Granting vs. Contracting Agencies: Determining the Best Fit for Your Technology
An SBIR/STTR grant provides funding assistance for company-defined R&D projects that, when successful, will lead to commercial opportunities that have been identified by the proposing company. In contrast, a contract is a well-defined procurement mechanism in which the funding agency specifies obligations, responsibilities and deliverables for R&D projects that are expected to result in products or services that address a problem or opportunity at that agency. Determining if your technology is best suited for a granting (i.e., NIH, NSF, DOE) or a contracting (i.e. DOD, NASA, DHS) agency will dictate many aspects of proposal preparation, from your initial planning and interactions with agency personnel to nitty-gritty details. This session will describe the differences between granting and contracting agencies, how to determine the best fit for your technology and how to tailor your proposal for each.

Webinars

General SBIR STTR Information
  • ABC’s of the SBIR/STTR: Program Goals, Eligibility: Is it for You?
  • ABC’s of the SBIR/STTR: Selecting the Right Agency
  • SBIR/STTR for Post-Docs and Grad Students
  • University Participation in SBIR/STTR: From Pre-Submission to Post-Award
  • SBIR/STTR Registrations: Getting Ready to Submit Your Proposal
  • Formatting and Readability Tips for SBIR/STTR Proposals
  • Reading the Solicitation and Using it to Write Your Proposal
National Institutes of Health
  • Program Specifics and Strategic Planning
  • Proposal Preparation Basics
  • Developing the Budget
  • How to Use ASSIST to Submit Your Proposal
  • Preparing to Receive NIH SBIR/STTR Funding: How Do I Get the Money?
Department of Defense
  • Overview of program and components
  • Working with DoD and Speaking Their Language
  • Tips on SBIR/STTR Proposal Preparation
  • Commercialization Planning
  • How to Prepare a Budget for Your DoD SBIR/STTR Proposal
National Science Foundation
  • Overview of program
  • Program Details and Planning the Project
  • Proposal Preparation Essentials
  • Forms, Budgets & Electronic Submission
Department of Energy
  • Program Overview
  • Proposal Preparation Essentials
U.S. Dept. of Agriculture
  • Agency and Proposal Prep Overview
Grants and Contracts Management
  • Preparing a Budget for Your SBIR/STTR Proposal
  • What You Need to Know About Gov’t Audits
  • Practical Strategies for Indirect Rate Development
  • QuickBooks & Compliance for SBIR/STTR Awardees
  • Policies & Procedures for SBIR/STTR Awardees
Commercialization Planning
  • Essentials of SBIR/STTR Commercialization Planning
  • Commercialization Strategy