Gallatin Supplement No. 1909.13-2012-2
Chapter 40
Effective: June 11, 2012
Page 1
FOREST SERVICE HANDBOOK
GALLATIN NATIONAL FOREST
BOZEMAN, MT
FSH 1909.13 - PROGRAM DEVELOPMENT AND BUDGETING HANDBOOK
CHAPTER 40 - GENERAL ADMINISTRATION
Supplement No.: 1909.13-2012-2
Effective Date: June 11, 2012
Duration: This supplement is effective until superceded or removed.
Approved: MARY C. ERICKSON
Forest Supervisor
Date Approved: June 11, 2012
Posting Instructions: Supplements are numbered consecutively by Handbook number and calendar year.
Post by document; remove the entire document and replace it with this supplement. Retain this transmittal as
the first page(s) of this document. The last supplement to this Handbook was 1909.13-2010-1 to Chapter 40.
New Document
1909.13-2012-2
2 Pages
Superseded Document(s) by
Issuance Number and
Effective Date
1909.13-2012-1, (Effective 2/6/2012)
2 Pages
Digest:
42 – Updates National Overhead Assessment and Reduced National Overhead assessment rates for collection
purposes for agreements affecting reimbursable and pass-through funds (per 1930/6520 letter dated 5/15/12).
Gallatin Supplement No. 1909.13-2012-2
Chapter 40
Effective: June 11, 2012
Page 2
42 - FINANCING GUIDELINES
National collection rates (composite rates) have been enacted for BDBD, CWKV and SSSS.
The Forest Service centralized management of cost pools began in FY 2006. This led to the development of
a new collection rate that includes directs and indirects at the Regional and Washington Office levels, first
published in FY 2007. Funds are collected for: 1) cost pools at all levels, 2) direct costs at the Regional
Office, and 3) direct costs at the Washington Office. National collection rates do not include unemployment
compensation insurance (UCI), workmen’s compensation (OWCP), facilities assessments, and direct
program costs at the Unit (Forest) level.
After National Trust Fund Reviews, the process for calculating Forest collection rates changed. Using
FY09-FY11 Trust Fund Expenditures, the FY 12 Collection rates were developed.
The WO and Regional Collection rates, as well as the Forest FY 2012 collection rates are displayed below:
Composite Rate Calculation Percentage
Unit
WO/RO
Gallatin NF
TOTAL **
BDBD
43.60
13.27
62.65
CWKV
34.50
11.62
49.62
SSSS
65.10
10.28
82.08
**The total collection rate is not simply the sum of the WO/RO Rates and the Gallatin NF rate; it results
from application of the national and forest rates being applied at different points in the plan calculation.
All activities and trust fund plans are created in FACTS (Forest Service Activity Tracking System). FACTS
accommodates separate entries for Forest Collection Rate and National Program Support Rate in the Site
Configuration (DATM002) form. Rates are entered by the FACTS Data Manager on each Field Unit. The
national collection rate must be entered in the National Program Support Rate section, in the WO block. The
Forest collection rate must be entered in the Forest Collection Rate section, in the Forest block. District
direct rates may also be entered. All other columns should be left blank. Separate tabs are available for
SAI/K-V rates and BD rates.
For FY 2012 the WO has directed all units in the Forest Service to use three (3) percent as the inflation rate
estimate, in calculating collections. This inflation rate estimate will be entered in the “Inflation SAI/K-V and
BD Rate” block on the SAI/K-V Rates tab, on the site configuration form (DATM002).
Overhead (national burden rate or reduced burden rate) for CWFS, CWF2, and NFEX is reflected per the
National Overhead Assessment Rate as directed in the FY2012 W.O. Program Budget Instructions, and
further revised in 1930/6520 letter dated 5/15/12. These rates were developed and displayed in the FSH
1909.13, Chapter 40, sections 40.16 and 40.62. Determination and Approval of Appropriate Indirect Cost
Worksheet must be completed by the program manager for determination of the rate, by each individual
project.
WO
RO
DIR/INDIR DIR/INDIR SO DIR/INDIR
TOTAL
CWFS
0
3.0 or 8.0
Based on Determination Worksheet
CWF2
0
8.0
8.0
NFEX
0
3.0 or 8.0
Based on Determination Worksheet