Indirect Cost Strategies for Tribal Organizations

Your Indirect Cost Proposal is more important than ever! Do you have a strategy to maximize the amount of contract support you will receive? Do you understand the implications of the massive revisions to OMB circulars? Are you fully prepared to negotiate with the Interior Business Center?

Recent years have seen significant events, such as a completely new OMB Super Circular and the decision to fund contract support at 100%. Understanding what these events mean and how they impact your strategy is critical to you obtaining the overhead funding that your tribal government is entitled to.

Preparing an indirect cost proposal can be a daunting task: selecting a base, pass through and flow through costs, multiple rates and central service cost allocation plans….it’s time to decode it all with plain language. Our simple, practical approach will help you gain the skills necessary to create a winning indirect cost proposal. Careful case study analysis and hands-on exercises will reveal strategies for managing successful tribal government programs. Plus, you'll discover how the ruling in Salazar v. Ramah Navajo Chapter may allow your tribe to collect substantial unpaid contract support costs if you know what steps to take.

Return to work with a thorough understanding of indirect cost theory, proposal writing and the requirements of P.L. 93-638. Learn how to negotiate with the appropriate agency and get helpful tips for preparing space allocation plans and multiple indirect cost rates.

T O P I C S   I N C L U D E
   What Do the Recent OMB Revisions Mean?
  • New rules on what must be excluded from the base
  • Central service cost allocation plans
  • New travel cost requirements
  • How the Super Circular impacts indirect cost
  • Including fringe in the proposal
   Understanding Indirect Cost
  • Introduction to indirect cost theory
  • Tribe’s right to define
  • Purpose and definition of “indirect cost”
  • Types of rates/agreements:
    • Provisional
    • Fixed/carry-forward
    • Lump sum
  • Typical direct and indirect costs
  • Choosing a base
  • Indirect cost recovery
  • Consistency rule
  Indian Self-Determination and Education Assistance Act
  • Applications of the Act
  • Key excerpts
  • Indirect cost funding
  • Contract support
   Multiple Indirect Cost Rates
  • Departmental indirect cost rates
  • Establishing indirect cost pools
  • Maximizing your department’s funds
  • Calculating rates
  • Distribution methodology
  • Indirect cost template
   Negotiating with the Cognizant Agency
  • Right to negotiate
  • Effective negotiating strategies
  • Appeals process
   Contract Support Costs
  • Federal Register
  • IHS Circular 2001-05
  • Standards for review and approval of contract support costs in the IHS
  The Proposal Format
  • Sample indirect cost proposal for a tribal organization:
    • Introduction
    • Certification
    • Accounting system
    • Organizational chart
    • Rate computation
    • Proposed base and pool
  • Applying a format to your organization
   Space Allocation Plans
  • Purpose of the plan
  • Capturing all costs
  • How to change common area
  • Costs that can be included
  • Including mortgage payments
  • Sample plan
   Indirect Cost Issues
  • Cherokee Nation and Shoshone-Paiute Tribes v. Leavitt and its implications
  • Shoshone-Bannock v. Shalala decision
  • Ramah-Navajo v. Norton impact on indirect cost issues
  • Department of the Interior — National Business Center guidelines for proposals
  • Over-recovery issues
  • Calculating IHS-BIA shortfalls
  • Collecting actual under-recovery
   Common Problems
  • Inconsistency
  • Capital items
  • Lease-backs from tribe
  • Tribal enterprises
  • Direct billing of indirect charges

*Topics subject to change.

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