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January, 2015 through March, 2015 - Recommend corrections of proposed provisional rates; research and support allowability of expenses related to advertising for exports. Participate in multiple conference calls with client and NIH, to facilitate understanding (i.e., re-state unique client-industry and Government language) about past-years' indirect rate proposal submissions and reviews.
January, 2015 - Lead the build-up of an SBIR cost proposal; correct client format; calculate and support proposed indirect rates. Create formula-driven spreadsheets allowing, for multiple methodologies, client edits to one cell for recalculation throughout cost proposal workbook.
June, 2014 - Create draft worksheets for some types of proposed costs, for a submission to the federal government. Calculate costs, based on client information, with self-explanatory descriptions (for client revisions). Evaluate proposal support for some Direct Labor salaries, and Catering during training presentations. Re-do spreadsheets for 2014 projected costs and expenses, resulting in revised, recommended indirect rates (and dollars) in the 2015 proposal. Proofread and evaluate cost-proposal text supporting G&A and Material. Edit formulas for inadvertent double-counting.
March, 2014 - Per federal government customer request, revise the draft of a client's cost proposal with requested time-period and task break-outs, exclusions of costs for contract-required Travel, and Contracting Officer Representative's format.
January through February, 2014 - Using the client Profit and Loss Report plus Cost Center reports for a non-profit, design pool, base, and unallowable groups of accounts (with actual incurred cost dollars for each). Build spreadsheets showing formula for the Indirect Cost Rate and explain historical, anticipated changes, and the projected fiscal year (annual) Indirect Cost Rate for proposals. Report specific issues and specific recommendations to account for all costs – in a general ledger format – to facilitate federal government acceptance of a proposed Indirect Cost Rate as a valid basis for negotiation.
January, 2014 - Lead client on development of a cost proposal. Build Travel worksheet formats with required, detailed calculations and support. Base build-up of projected costs on information tying back to actual incurred costs supported by the general ledger. Evaluate client-provided supporting documents, such as those for projected rent of new facilities; guide client toward adequate pricing support. Carefully read solicitation to ensure all instructions are followed. Verify Technical Volume matches Cost Volume for labor categories, hours, material quantities, and trip quantity-data. Include/check use of correct per diem rates. Build spreadsheets using formulas (internal to workbook) so that only one cell (e.g., escalation rate, hours by labor category, number of trip-days) need be changed to update the entire cost proposal. Calculate projections for out-years from the base year. Develop projected indirect rates – supported with account-by-account data – and evidence for each high-dollar pool account. Estimate future unallowable account data for exclusion from pools. Educate client on efficient ways to document lowest-price COTS and travel elements. Verify recommended workbook meets all solicitation requirements. Recommend use of (provided) Source Justification and Price Justification forms. Assist with researching support for salaries of future employees. Explain Certificate of Current Cost or Pricing Data, when it applies, and potential repercussions. Verify amounts on subsidiary worksheets/tabs tie exactly (with changes for rounding) to higher-level tabs and to Summary. Review entire proposal for obvious errors and omissions.