Pro Tip #5: Templates

If you respond to SBIRs, task order IDIQ’s, or other announcements that follow common patterns, save yourself time and error by saving standard content in your templates.

Step 1: Select Templates

Step 2: Start a new Template

Step 3: Insert the structured outline for a response, as you would with any template.

Step 4: Put in section headers for your template, such as these for a common DoD SBIR Phase

Identification and Significance of the Problem or Opportunity.

Phase I Technical Objectives.

Phase I Statement of Work (including Subcontractors’ Efforts)

Related Work.

Relationship with Future Research or Research and Development

Commercialization Strategy.

Key Personnel.

Foreign Citizens.

Facilities/Equipment.

Subcontractors/Consultants.

Prior, Current, or Pending Support of Similar Proposals or Awards.

Identification and Significance of the Problem or Opportunity.

Step 5: hit "save" in the top right corner. select the drop down next to the save button and select "live"

Step 6: select "create a new proposal

Step 7: select new document

Step 8: select the "use a template" toggle

10. Pick the template you just made