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FastLane guide

3. Form Preparation (cont’d)

Facilities, Equipment, and Other Resources

13. 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

14. 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. 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

15. 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. This takes a few minutes! You will be required to review and accept the PDF version of the Project Description created by FastLane. Click “Go Back” until you return to the “Form Preparation” screen.

Project Description file upload screen

Biographical Sketches

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

Biographical sketches or resumes for all individuals described as senior personnel are required.

You must upload the biographical sketches template provided by NSF. (Effective Oct. 5, 2020, FastLane will not allow you to submit your proposal without the NSF-approved biographical sketch document). You can elect to add your senior personnel into the template OR to put “NA” in each section of the template and upload the resumes of senior personnel as supplementary documents.

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.

NSF is providing a fillable PDF for use in preparation of the biographical sketch. You can download it from this page, complete the form, and upload it as part of your proposal via FastLane. (If you elect to add resumes as supplementary documents, please remember to add “NA” to every field in this PDF and upload it as it is required for submission.

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

17. 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.

You must upload the Current and Pending Support template provided by NSF. (Effective Oct. 5, 2020, FastLane will not allow you to submit your proposal without the NSF-approved Current and Pending Support document).

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

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 Upload screen

Data Management Plan

18. 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

19. 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 a sample mentoring plan.

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

20. 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 file upload screen

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 2

Single Copy Documents

21. Click on the Go button to the left of “Additional Single Copy Documents”: Main screen with Additional Single Copy Docs highlighted

Reference the current solicitation for restrictions and explanations of what NSF requires and what NSF allows in the Single Copy Documents module.

Items uploaded to this section of FastLane are not visible to the reviewers. Companies are cautioned not to confuse this section with the “Supplementary Documents” section of FastLane.

NEW IN 2019: You are required to convert your Project Pitch invitation email into a PDF file and upload it into the “Additional Single Copy Documents” module using the “Transfer File” button. Once you have proofed and approved your upload, click “Go Back” to return to the “Proposal Actions” screen.

Example Project Pitch response letter

Additional Single Copy Documents Screen

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