Free Indirect Cost Rate Projection & Cost Proposal (SF-424) Review

1. You select the appropriate indirect cost rate projection template from our five most common indirect rate structures below,
2. Complete the first and second tabs to the best of your ability, making notes of any questions or concerns you want to discuss,
3. Schedule (through our Director of Business Development) a complimentary video call with a Jameson Partner, and
4. Have your one-on-one call with a Partner for a free Cost Proposal Review, which includes:

• • • We will gain an understanding of where you are now, and where you hope to take your business if your proposal is selected for funding,
    • Make sure the indirect cost rate you selected is the most appropriate for your business,
    • Perform a line-by-line review of the direct and indirect costs in your projection to ensure all costs have been properly projected and supported,
    • Discuss any high-risk areas based on funding agency, and explore ways to mitigate risk, and
    • Final review of the direct and indirect costs included in your SF-424 proposal

The DOWNLOAD NOW button below will transfer all five indirect cost rate projection Excel templates – in Windows and Mac.  Select the one that’s most appropriate for your business.

Fringe and F&A Rate template–This should be used by companies proposing to NIH, who do not already have a negotiated indirect rate. This is the most common NIH indirect rate recovery method.

Fringe and Modified F&A Rate template – For those proposing to NIH who have a written, negotiated indirect rate agreement with NIH already, and whose agreement doesn’t allow them to burden direct subcontract and direct equipment costs with F&A.

DOE and DOD Awardees

Simplified Overhead Rate template – Good for software companies and those businesses whose main cost driver is people (with immaterial other direct costs).

Overhead and G&A Rate template – Commonly used by companies bidding on DOE and DOD funding with large amounts of direct materials, direct subcontractors, and direct consultant costs. This template will create an overhead rate to apply to your direct employees and a much smaller G&A rate to burden your other direct costs. This is the most commonly used DOE and DOD indirect rate recovery method.

Fringe, Overhead, and G&A Rate template – For DOE and DOD awardees who have very expensive employees and want to break out the fringe benefits costs—payroll taxes, health and dental insurance, pension— separately in order to make the overhead rate appear more reasonable. This is commonly used by companies with significant overhead costs.

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Call Now: 781-862-5170 – or – Schedule A Call