On-Demand Session 1: Introduction to Cost Allocation Plans and Indirect Cost Rates

On-Demand Session 1: Introduction to Cost Allocation Plans and Indirect Cost Rates


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Session 1: Introduction to Cost Allocation Plans and Indirect Cost Rates
provides an introduction to cost allocation plans and indirect cost rates. This session covers key definitions, what a cost allocation plan and indirect cost rate proposal includes, and provides clarification regarding the requirements under the Uniform Guidance (2 CFR 200). During this session, participants will take a deeper look at the different types and methodology for allocating costs including direct, shared, indirect, and administrative costs and how they factor into the indirect cost rate proposal process.  


 

Wendy Heath

Assistant Director of the Fiscal Unit for State of Tennessee

Tennessee Office of Criminal Justice Programs

Wendy Heath, CFE, is the Assistant Director of the Fiscal Unit for the State of Tennessee, Office of Criminal Justice Programs.  Ms. Heath has worked for State Government for 22 years and for the vast majority of those years, has been in the audit field. Her audit experience goes back to being an auditor for the State of Tennessee Comptroller of Treasury Office. During her years as an auditor, she gained a lot of experience with federal grants and performing single audits. After 16 years, she took a position as the Finance Director for the Tennessee Department of Education. Her main function was to over see the Achievement School Districts budget. In this position she managed federal funding and all expenses for the school district. She held that position for a few years and moved to her current position. This position is the perfect fit for Ms. Heath’s combination of audit and finance experience. Ms. Heath has the primary responsibility for developing OCJP’s IDC rate. Through years of training and other lessons learned, Ms. Heath has become well versed in creating indirect cost plan proposals and reviewing subrecipient indirect cost rate proposals, as well as communicating with their federal cognizant agency during the process. She has a passion for this work and looks forward to bringing her knowledge to help others develop their own process.

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Video
Open to view video.
Open to view video. Day 1 (5/10/22) Recording
Quiz: Session 1 IDC and CAPS
6 Questions  |  Unlimited attempts  |  10/13 points to pass
6 Questions  |  Unlimited attempts  |  10/13 points to pass Quiz for Session 1: Introduction to Indirect Cost Rate Proposals and Cost Allocation Plans
Survey: Session 1, Introduction to Cost Allocation Plans and Indirect Cost Rates
5 Questions
5 Questions Thank you for attending NCJA's Center for Grant Management On-Demand Session, Introduction to Cost Allocation Plans and Indirect Cost Rates. It is important to us that we are providing you with information and tools that are going to help you in your job as a federal grant manager or administrator. We want to know what was helpful and how we can improve this on-demand training. Thank you in advance for providing your feedback and completing this brief survey.  We appreciate it! Please note: if you want to receive a certificate of completion for the Cost Allocation and Indirect Cost Rate series, you will want to complete all the session components in this series/package and the final survey for all three sessions that is included in series 3 handouts.