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Proposal and Award Policies and Procedures Guide
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Small Business Innovation Research (SBIR) & Small Business Technology Transfer (STTR) Program

STTR


small business technology transfer
seed money for small business and non-profit
research institution joint ventures

Adding a Sub-Award (Sub-Contract)

1. Click on the link titled Proposals, Awards, & Status

2. Log into PI/Co-PI Login

3. Click on the link titled Proposal Functions

4. Click on the link titled Proposal Preparation

5. Click on the Prepare Proposal button

6. Highlight your proposal and click on the Edit button

7. Click on the Go button titled Budgets (Including Justification)

**The screen will be entitled Project Budget (The budget section has a new look.)

8. Click on the link entitled Add Another Organization.

9. Type in a couple of characters of the subcontract organization's name, set the radio button to contains, and click on the Search by Name button (make sure the organization is a registered Fastlane institution)
Or
Type in the DUNS number the subcontract organization and click on the Search by Name DUNS button (again make sure the organization is a registered Fastlane institution)

10. On the next screen, the results of your search will appear. Select the organization's name and click the Select button

11. On the next screen select your Subcontract PI by highlighting the individual's name and clicking on the Select button *** (see below)

12. The subcontract organization's name will now appear in a colored row on the Budget Organization Selector screen under your organization's name. The row will contain the following links - Add Year, Change PI, Change Org, Budget Justification and Funds.

13. Under the subcontract org’s name, click on Funds to create a budget form

14. Complete the budget as needed and click Calculate and Save to

Creating a new budget year

1. Use the GO BACK button and you go back to the Project Budget screen.

2. Click on Add Year

3. Select the appropriate year number and click Add. A new row will appear with the Funds link and clicking on that link will produce the next year’s budget form. Repeat steps as needed.

**If your subcontract PI is not on the list of subcontract PIs to choose from they will need to be added as either a Senior Personnel or Co-PI depending on if you are working on a SBIR or STTR***

Adding an individual as Senior Personnel:

1. Click on the link titled Proposals, Awards, & Status
2. Log into PI/Co-PI Login
3. Click on the link titled Proposal Functions
4. Click on the link titled Proposal Preparation
5. Click on the Prepare Proposal button
6. Highlight your proposal and click on the Edit button
7. Click on the Go button titled Add/Delete Non Co-PI Senior Personnel
8. Type in the individual's name

Adding a Co-PI (RI) to an STTR proposal: (FOR STTR only):

1. Click on the link titled Proposals, Awards, & Status

2. Log into PI/Co-PI Login

3. Click on the link titled Proposal Functions

4. Click on the link titled Proposal Preparation

5. Click on the Prepare Proposal button

6. Highlight your proposal and click on the Edit button

7. Click on the Go button titled Cover Sheet

8. Click on the Go button titled Remainder of Cover Sheet

9. Scroll down the page until you get to a section titled Co-Principal Investigator

10. Add the individual's SSN who you would like to have added as a Co-PI

 

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