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FastLane guide

2. Form Preparation (cont’d)

Facilities, Equipment, and Other Resources

  1. Click on the “Go” button to the left of “Facilities, Equipment, and Other Resources”: Upload a document that addresses the requirements from the solicitation.

A Facilities, Equipment and Other Resources document is required for all proposals to NSF. If your proposed project does not require any facilities, equipment or other resources - please include a statement to that effect in this module.

Main screen with Facilities, Equipment, and Other Resources highlighted

Follow the instructions on the below screen, then click “Upload File” to upload document. Click “Go Back” until you return to the “Form Preparation” screen.

File upload screen for Facilities, Equipment, and Other Resources

Project Summary

Follow the instructions on the below screen, then click “Upload File” to upload document. Click “Go Back” until you return to the “Form Preparation” screen.

Main screen with Project Summary highlighted

Type the “Project Summary” in the provided text boxes. The aggregate of the three text boxes cannot exceed 4,600 characters, including spaces. The maximum number of lines that may be included on a page is 51. When this section is completed, click “Save” and then “OK” to return to the “Form Preparation” screen. Information MUST be entered into all three text boxes, or the proposal will not be accepted.

** DO NOT CHECK THE BOX TO ENTER YOUR PROJECT SUMMARY AS A SUPPLEMENTARY DOCUMENT. **

Project Summary textboxes, with checkbox for supplementary document option at upper left corner highlighted

Project Description

  1. Click on the “Go” button to the left of “Project Description”:

The Project Description must include all required sections as outlined in the solicitation. The Project Description (complete file) cannot exceed 15 pages or the proposal will be Returned Without Review. Do not include References Cited at the end of the Project Description. There is a separate module to indicate references.

Main screen with Project Description highlighted

Follow the instructions on the below screen, then click “Upload File” to upload the document. Click “Go Back” until you return to the “Form Preparation” screen.

Project Description file upload screen

Biographical Sketches

  1. Click on the “Go” button to the left of “Biographical Sketches”:

Biographical sketches or resumes for all individuals described as senior personnel are required. Senior personnel are individuals with critical expertise who will be working on the project and are employed at the proposing company or at a subaward institution. Bio sketches are not to exceed two pages per person and should address the requirements in the solicitation.

Main screen with Biographical Sketch highlighted

Click “Go” beside the appropriate person’s name to upload their biographical sketch. Biographical sketches may be uploaded individually or as one file (under the PI).

List of personnel assigned to proposal

Type/Upload the “Biographical Sketch” in the below text box. When this section is completed, click “Go Back” to return to the “Form Preparation” screen.

Follow the instructions on the below screen, then click “Upload File” to upload document. Click “Go Back” until you return to the “Form Preparation” screen.

Bio Sketch file upload intstructions and field

Current and Pending Support

  1. Click on the “Go” button to the left of “Current & Pending Support”:

Use the NSF Current & Pending Support form provided by FastLane. A form must be submitted for the PI (and co-PI for STTR) as well as any senior personnel.

NSF considers the Phase I proposal being submitted as “Pending Support”. Therefore, ALL proposals to NSF must have at least one entry in the “Current & Pending Support” form for the PI and senior personnel (this proposal).

Main screen with Current and Pending Support highlighted

Click the radio button beside the appropriate person’s name and then click “New Form” to upload their Current & Pending Support.

Current and Pending Support table for existing forms and option to add new ones

Fill in all the required information, click “Save Text” and then “Go Back” until you return to the “Form Preparation” screen.

Current and Pending Support form creation screen

Follow the instructions on the below screen, then click “Upload File” to upload the document. Click “Go Back” until you return to the “Form Preparation” screen.

Current and Pending Support file upload screen

Data Management Plan

  1. Click on the “Go” button to the left of “Data Management Plan”:

Proposals must contain a supplementary document labeled “Data Management Plan” which can simply consist of the statement, “All data generated in this SBIR (or STTR) Phase I project is considered proprietary.”

Main screen with Data Management Plan highlighted

Follow the instructions on the below screen, then click “Upload File” to upload the document. Click “Go Back” until you return to the “Form Preparation” screen.

Data Management file upload screen

Mentoring Plan

  1. Click on the “Go” button to the left of “Mentoring Plan”:

If the SBIR or STTR project will include a sub-award to an academic institution, and that institution is requesting funding for postdoctoral researchers, a “Post Doc Mentoring Plan” must be included as a supplementary document in this proposal. Otherwise, you may skip this section. Note that employees of the small business or other for-profit companies DO NOT count as postdocs, as they relate to this requirement, and should not be budgeted on line B.1.

Please consult the solicitation for more information and you can now download the sample post-doc mentoring plan here

Main screen with Mentoring Plan highlighted

Follow the instructions on the below screen, then click “Upload File” to upload the document. Click “Go Back” until you return to the “Form Preparation” screen.

Mentoring Plan file upload screen

Other Supplementary Docs

  1. Click on the “Go” button to the left of “Other Supplementary Docs”:

Main screen with Other Supplementary Docs highlighted

Reference the current solicitation for restrictions and explanations of what NSF requires and what NSF allows in the Supplementary Documents. Items beyond those specifically requested and permitted should not be included. You are encouraged to compile and convert all of your Supplementary Documents into a single PDF file and upload using the “Transfer File” button below.

Type/Upload your necessary information in the below text box. When this section is completed, click “Go Back” to return to the “Proposal Actions” screen.

Other Supplementary Docs text box

Follow the instructions on the below screen, then click “Upload File” to upload document. Click “Go Back” until you return to the “Proposal Actions” screen.

Other Supplementary Docs file upload screen