1. Application and Presentation to the
(Project Title)
Application and Presentation
to the
Project Management and Oversight Panel
Application due January 10, 2019

2. Collaboration Partners
Lead investigator name
University
Department
Contact Information
Lead investigator name
University
Department
Contact Information
Industry leader name
Company
Title
Contact Information
Funding Requested:
Sourcing of matching funding:

3. Executive Summary What is the large unmet need?
What is the product or service to be commercialized?
What is the business opportunity?
What is the timeline to commercialization?

4. Unmet Need and Market Who is the customer?
What is the unmet need or problem?
What is the size of the market?

5. Proposed Solution What is the product or service to be commercialized?
What is the value proposition?
How does this solution compare with the next best solution?

6. The Business / Project What is the business definition?
How much capital will be required to reach cashflow break even?
What are the key elements for success?

7. Risk Factors
Describe major risk factors to the success of this business / project.
How will these risks be mitigated?

8. Milestone Description Est. Timeline for Completion
Milestones and Budget
Milestone Description
Est. Timeline for Completion
Est. Budget to Complete
1. Fully executed Award Agreement
30 days post-award
(amount needed to complete Milestone 2 - the 1st project goal)
2. (2nd measurable Milestone for the project)
$ _________
3. (3rd measurable Milestone for the project)
4. (4th measurable Milestone for the project)
5. (etc.; add / delete rows as needed)
 $ _________
Totals:
(total length of time)

9. Collaboration What expertise does party bring to this project?
What are the synergies of this collaboration?
How will the collaboration be managed?
How will be parties be held accountable for results?
How will the funds be allocated amongst the partners?

10. Competitive Advantage
Who is the competition or potential competition?
What are your competitive advantages?
How will you keep competition from replicating your business / products? (Barriers to entry: patent portfolio, proprietary knowhow, current intellectual property, etc.)

11. Intellectual Property
Describe current IP status: issued patents, patent applications, freedom to operate
Describe the patent strategy going forward

12. Economic Impact
What follow-on funding will be required to commercialize this technology?
What are the probable sources for that funding? (NIH, STTR/SBIR, Angel funding, venture capital, corporate partnerships, etc.)
What is the plan to secure follow-on funding?
Describe the potential for job creation as a result of project funding (first 2 years; and 2-4 years)

13. Commercialization & Marketing
What is your commercialization plan?
What is your regulatory plan?
What is your reimbursement plan?
What is your distribution plan?

14. Summary
What are the key reasons this project should be funded?