OMB Uniform Guidance

Indirect Cost Training

How do you negotiate your indirect cost rate? What is an indirect cost proposal and rate agreement? What are the different types of indirect cost rates? What is the effective date of your indirect cost rate? Learn the answers to these questions and more in the full training from experts from HHS, DoI, OMB and CostTree.

Indirect Cost Training (43:12) 

Resource: Presentation Deck

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Expert Trainers

Arif “Mak” Karim, HHS-CAS

As Director of Cost Allocation Services (CAS) leads federal staff of 50 professional accountants located in four regional offices; New York, San Francisco, Bethesda and Dallas. His office negotiates Indirect Cost Rates and Cost Allocation Plans with State, Local & Tribal Governments, Hospitals, Colleges/Universities and Non-Profit Organizations, on behalf of the Federal Government.  Rates and Plans negotiated by his office authorize reimbursement of overhead expenses associated with administering the Federal awards.

Mr. Karim has been with HHS/CAS for 27 years; he started in the Northeastern Field Office in NY in 1990, relocated to Washington D.C. in 1999 and was promoted to branch chief. At the request of the senior leadership relocated again to the Central States Field Office in Dallas and was promoted to National Director in 2010 with responsibility for all four CAS offices.

 Throughout his Federal career, he has conducted numerous negotiations involving high dollar non-Federal entities that have resulted in millions of dollars in cost avoidance and cash recoveries to the Federal Government. He transitioned CAS from a paper based to paperless organization with Rate Agreement hosting capabilities. He has worked with OMB on the new Uniform Guidance and assisted on cutting edge cost allocation issues. He continues to assist HHS Policy, OIG and NIH on costing issues and audit resolutions. He has formed an Indirect Cost Work Group with other Federal Agencies to address grantee concerns on Uniform Guidance and other regulatory issues. Prior to joining the Federal Government, he was an entrepreneur in the private sector where he owned multiple businesses. He received his Bachelor of Science degree in Accounting from the State University of New York (Old Westbury). 

Deborah A Moberly, MPA, DOI-IBC

Deborah A. Moberly is the Office Chief for Indirect Cost Services in the Financial Management Directorate of the Department of Interior’s Interior Business Center.  Deborah has over 35 years of experience conducting audits and evaluations in the federal and private sectors.  Deborah joined the Indirect Cost Services team as the Deputy Indirect Cost Coordinator in August 2004 and became its Chief in December 2005.  Indirect Cost Services negotiates and approves indirect cost rates on behalf of the Department of the Interior and ten other federal agencies.  Annually, Deborah approves over 1,500 indirect cost rates for about 1,200 non-federal entities including Native American, state and local governments, and non-profits. Deborah interacts with a number of tribal and non-profit organizations and conducts seminars on indirect cost topics. 

Deborah earned a Master of Public Administration from the University of Southern California in August 2003 and a Bachelor of Business Administration in Accounting and Information Systems from James Madison University in Harrisonburg, Virginia.  She resides in Sacramento, California.  

Nicky Lettini, MBA – Founder and CEO of CostTree, LLC

Founder and CEO of CostTree, brings nearly two decades of experience in the cost allocation world. Nicky has prepared over 600 complete cost plans (helping clients recover over $500 million in missed reimbursements), and advised governments, nonprofits and private organizations on how to build, manage and maintain effective cost allocation strategies.

As a panelist, Nicky will address questions about building federal cost allocation plans, preparing indirect cost rate proposals, and managing cross-jurisdictional P&L's. Her in-depth experience working across the country with state and local governments (with concentrated experience in California, Nevada, Oregon, Washington, Texas, New Mexico, and Colorado), and an excellent working rapport with State Controller staffs, allows her to provide insights unique to the grant recipient community.

Janet Turner, HHS-CAS

Ms. Turner's bio is not available.

This training was hosted by the City of Los Angeles on September 22, 2016, with experts from HHS, Dept. of Interior and CostTree.  

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