The Secrets of SBIR Cost Proposal: How to project the Right Indirect Rate

On-Demand Webinar Available in CD, MP3 and PDF Transcript

Don’t ignore critical aspects of the SBIR cost proposal

Too often, PIs spend hundreds of hours on the technical section of their SBIR proposal while ignoring critical aspects of the cost portion. Researchers typically give only passing consideration to indirect cost recovery through the grant process. Consequently, research is financially leveraged more than need be, and/or it sacrifices precious equity at a stage when it has little market value.

Legitimate indirect costs can be “recovered”

Indirect costs are not an option for PIs committed to successful innovations. These costs must be incurred and paid in order to nurture innovation and develop the infrastructure needed to execute your research. Legitimate indirect costs can be “recovered” as part of the cost basis for the grant funding amount. Each dollar of indirect cost recovered through a grant is a dollar that can be returned to your reserves for other uses - and a dollar that does not have to be raised through additional debt or equity sales.

A veteran shares strategic secrets

Wouldn’t you love to have an expert SBIR accountant providing advice and guidance based on his many years of experience with hundreds of SBIR grants?

We’ve arranged for you to spend 90 minutes with a top CPA veteran, who’ll share his strategies to recover realistic and allowable “actual” indirect costs, and help ensure you’re getting the best terms you can for your SBIR grant.

In this idea-filled and strategy-packed webinar, you’ll learn best practices, tips, and techniques honed over 30 years by our expert. You’ll come away with not only dozens insights and tactics, but also a higher comfort level that you are doing everything you can to secure optimal financial returns for your SBIR grant and insure compliance with the FAR and other regulations.

Here’s just a sample of what we’ll cover in this dynamic session:

  • Hard Caps vs. Soft Cost Caps
  • How to find additional resources and tools - Frequently Free!
  • The Multiplier: How much do you charge for $1 paid for labor?
  • Labor Utilization Rate: The most important factor in projecting your costs!
  • Strategies to get objective benchmarking on your specific cost proposal
  • And much more!

Don’t spend valuable time learning the ropes of federal contract management requirements. Let our expert walk you through step-by-step from the comforts of your office.


  • CD with PDF Handouts — Reg. Price: $197 — Now: Only $129!
  • MP4 file with PDF Handouts — Reg. Price: $197 — Now: Only $129!
  • PDF Transcript with Handouts — Reg. Price: $197 — Now: Only $129!

Featured Presenter: Edward G. Jameson, CPA

Ed is a second-generation CEO ofJameson & Company, PC,which was founded by his father Gordon in 1977. Ed joined our firm in 1988, having previously served as a senior consultant in the small business and tax departments at Price Waterhouse, Boston.

Ed has helped clients secure billions of dollars in government grants and contracts. He has extensive experience in the indirect rate recovery process and has settled hundreds of incurred cost submissions. In addition to overseeing all client relationships, Ed consults on cost recovery, strategic and tactical management issues, and contract and grant cost procurement.

A longtime member of Rotary International, Ed served as the president of the Burlington Rotary Club and was given the Paul Harris Fellow Award for service above self. Ed leads a group of church volunteers each month to prepare dinner and serve approximately 300 men at the Pine Street Inn, a Boston homeless shelter. Ed has been married for 23 years and has two children. He graduated cum laude from Bentley College in 1985 with a degree in Accountancy.

This On-demand presentation is brought to you as a training tool by the Principal Investigators Association, which is an independent organization. The presentation, tools presented and their contents are not connected with the National Institutes of Health (NIH), nor are they endorsed by this agency. All views expressed are those personally held by the presenter and are not official government policies or opinions.