January 01, 2024
See also our 8 steps to award a Phase III sole source contract.
To initiate a Phase III sole source contract, the Government technical expert or Program Manager (PM) must document how the work to be performed on the Phase III contract derives from, extends or completes prior SBIR / STTR efforts. The Government Expert or PM, and/or the Company, must provide the narrative and lineage to prior SBIR / STTR PH I/II/III efforts. Below is a template used by the US Navy.
Forward Edge-AI, Inc. was awarded [SBIR or STTR] Phase I [contract number]on [insert effective date of award], resulting from Solicitation [insert solicitation number], Topic Number [Topic number]. Topic [Topic number] was titled “[title]”. Forward Edge-AI was subsequently awarded [SBIR or STTR]Phase II [contract number] on [date of award].
Topic [Topic number] sought the development of [description of the development effort]. This Phase III effort will [insert brief description of the Phase III project or what is being acquired].
Drafting note: Please insert a brief paragraph for each Phase describing very briefly the technology advancement in each phase. This draws the clear progression of the development from Phase I to Phase III.
Phase I -
[Contract Number],[description]Phase II -
[Contract Number],[description]Phase III –
[Contract Number],[description]
Notes:
The Air Force refers to this as a "Determination and Finding (DNF)." The Army refers to this as a "Statement/Memorandum for Record (MFR)." The format may vary from agency to agency.
Note also in a Bid Protest Decision, General Accountability Office (GAO) determined that the Government (technical and contracts) has broad discretion on determining what extends, derives, or completes a SBIR Phase I/II.
UEI Number
KRCZZNY5WPZ8
DUNS Number
117079759
CAGE Code
8bxh2
Recommended Phase III Resources:
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