Government Contractor’s Playbook

SBIR Budgeting, Compliance, and Post-Award Strategy


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This episode, the final installment in our SBIR series, focuses on the crucial phase of Budgeting, Compliance & Post-Award Basics. While compliance and budgeting might not be the "sexiest part" of the SBIR process, they are often where brilliant ideas get disqualified.

We break down exactly how to build a clean, compliant submission packet and set yourself up to thrive after the award. Learn how to get your SBIR proposal funded and ensure it is audit-ready.

In this essential guide, you will learn:

  • Budget Anatomy: Understand the simple structure of SBIR budgets, including calculating Direct Costs (labor, materials, travel) and handling Indirect Costs (Overhead, G&A, fringe). We discuss the allowable Profit/Fee (usually up to 7%).
  • Avoiding Red Flags: Identify common submission-killer mistakes, such as charging for "proposal prep" or submitting a budget that exceeds the maximum cap.
  • Workshare Math: Navigate the rules for SBIR versus STTR, ensuring the small business meets the required Level of Effort (LOE) split with subcontractors.
  • The Submission Checklist: Don't let your proposal get kicked for basic errors! We review cross-agency submission requirements, from file naming conventions (e.g., “Volume1_Technical.pdf”) to attaching proper budget justifications and ensuring all certifications (like UEI and NAICS code) match across systems.
  • Post-Award Playbook: Set yourself up to finish clean once you win. Learn what systems you need in place—including invoicing systems aligned to budget categories, stamping everything you submit with IP & SBIR data-rights legends, and setting up internal compliance logs—to prevent your first invoice from bouncing or triggering an audit.

Stop losing proposals over one busted line item or one missing attachment. This episode is your guide to ensuring your SBIR proposal includes the essential elements of Dollars + Rules + Receipts. Save your Submission Packet and Post-Award Playbook to use as your Phase 2 foundation and propel your company toward the GovCon growth engine.

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Government Contractor’s PlaybookBy Squared Compass

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