Indirect Rate Implementation Briefing · City of New York FY20 Indirect Rate Initiative Background...
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Mayor’s Office of Contract Services Mayor’s Office of Management and Budget & Indirect Rate Implementation Briefing October 7, 2019
Transcript of Indirect Rate Implementation Briefing · City of New York FY20 Indirect Rate Initiative Background...
Mayor’s Office of
Contract Services
Mayor’s Office of
Management and Budget&
Indirect Rate Implementation Briefing
October 7, 2019
Have a Question? [email protected]
Jennifer Jones Austin, Executive DirectorFederation of Protestant Welfare Agencies
Latonia R. McKinney, Director
NYC Council Finance Division
David Greenberg, Associate Director for Health and
Social Services
Mayor's Office of Management and Budget
Dan Symon, Director Mayor’s Office of Contract Services
Have a Question? [email protected]
AGENDA
I. Welcome and Introductions
II. Cost Manual and Indirect Rate Funding
Initiative Background
III. Overview of Cost Manual
IV. Workgroups and Outreach
V. Entryways and Timeline
VI. Process
VII. Resources and Technical Assistance
VIII. Key Takeaways and Next Steps
4Mayor’s Office of
Contract Services
Mayor’s Office of
Management and Budget& Have a Question? [email protected]
City of New York FY20 Indirect Rate Initiative Background
FY20
City Council/Mayoral FY20 initiative to fund indirect
rates for HHS organizations with current City contracts.
FY17
Nonprofit Resiliency Committee
formed.
FY18
$106m Indirect Investment.
FY19
Adopted HHS Cost Manual.
Have a Question? [email protected]’s Office of
Management and Budget&
Cost Manual and Rate Initiative
6Mayor’s Office of
Contract Services
Mayor’s Office of
Management and Budget& Have a Question? [email protected]
Overview of Cost Manual
• Cost Categories: Direct, Indirect, Allowable, Unallowable
• Commonly Incurred Costs
1. Cost Definitions and Treatment
• Simplified Allocation Methodology
2. Indirect Cost Rate Calculation
• 10% de Minimis
• NICRA
• CPA Letter
3. Indirect Cost Rate Claiming Options
• Answers to common questions
• Help Desk
4. FAQ
nyc.gov/nonprofits
7Mayor’s Office of
Contract Services
Mayor’s Office of
Management and Budget& Have a Question? [email protected]
Gearing Up: Planning, Outreach and Workgroups
PROVIDER WORKGROUP
• MEETINGS EVERY THREE WEEKS
• SHARING CITDEVELOPMENTS
• FEEDBACK + PLANNING
• FINANCIAL LEADER MEETINGS
• PROCESS TESTING
MOCS HELP DESK
• PROVIDER + AGENCY ASSISTANCE
HHS PROVIDERS
• 10/7 CONVENING
• EMAIL + WEBSITE UPDATES
• TA SESSIONS + WEBINARS
• MANUAL + FAQ
CITY AGENCIES
• 10/7 CONVENING
• FINANCIAL LEADERSHIP MEETINGS
• TECHNICAL ASSISTANCE
• PROCESS TESTING
CPA FIRMS
• CPA BRIEFINGS
• TECHNICAL ASSISTANCE
• FEEDBACK SESSIONS
CIT
• MOCS/OMB CO-LED
• PROVIDER SURVEY
• IMPLEMENTATION PLANNING AND INITIATIVE MANAGEMENT
• COORDINATE WORKGROUPS
• REPORTING
9Mayor’s Office of
Contract Services
Mayor’s Office of
Management and Budget& Have a Question? [email protected]
Provider Entryway Options
10% de Minimis Federal NICRA CPA Rate One-Year (FY20)
Conditional Option
Up to 12%
10Mayor’s Office of
Contract Services
Mayor’s Office of
Management and Budget& Have a Question? [email protected]
Provider Decision Tree
Submit by 6/30/20
CPA,
NICRA,
or 10%
Ready
by June
2020?
Up to
12% in
FY20?
Yes
CPA, NICRA
10% de minimis
Submit documentation by 12/31/20
1. Decide by Jan 2020
2. Submit Documentation by
12/31/20
Start
Process!
No
Yes
No
11Mayor’s Office of
Contract Services
Mayor’s Office of
Management and Budget& Have a Question? [email protected]
2019 2020
Entryway Timeline
Action Item Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar
Provider Survey
Agency/Provider CFO
Engagements
Process Testing (V1 & V2)
Rate & Delta Submissions
Conditional: Up to 12%
Amendment Registration
Retroactive to 7/1/2019 Retroactive to 7/1/2020
FY2020 FY2021
2021
Oct 7, 2019
Kick-off Event
Nov 18, 2019
Entryways OpenDeadline to Declare
Conditional Entryway
Deadline to Submit
Certified Rate and
Delta for FY20 Retro
Deadline to Submit
ANY Certified Rate &
Delta for FY21 Retro
13Mayor’s Office of
Contract Services
Mayor’s Office of
Management and Budget& Have a Question? [email protected]
Implementation Process
Provider Submits
Entryway Choice Form
Provider Submits Certified
Rate and Delta Documents
CIT Reviews & Accepts Rate
and Delta Documents
City Agencies & Comptroller
Register Amendments
Have a Question? [email protected]’s Office of
Management and Budget&
Resources and Technical Assistance
15Mayor’s Office of
Contract Services
Mayor’s Office of
Management and Budget& Have a Question? [email protected]
Resources and Technical Assistance
Inform FAQWebsite Webinars MOCS Help
Desk
Cost Manual
17Mayor’s Office of
Contract Services
Mayor’s Office of
Management and Budget& Have a Question? [email protected]
➢ Designed for and with providers
➢ Read the Cost Manual
➢ Three ways to establish a rate
➢ Centralized process
➢ Generous Timeframes
Key Takeaways
takeaways
Key
RESOURCES
nyc.gov/nonprofits
18Mayor’s Office of
Contract Services
Mayor’s Office of
Management and Budget& Have a Question? [email protected]
Next Step
10% de Minimis Federal NICRA CPA Rate One-Year (FY20)
Conditional Option
Next Step: Choose Entryway
Entryways Open on November 18th
NYC.GOV/NONPROFITS
