Cost allocation plans, user fee studies, development impact fee studies, and other types of financial analysis are a core area of expertise for Matrix, with our experience comprising more than several hundred studies for organizations across the country.
Click on a subject area below to learn more about the services we provide and view samples of our work:
Full cost allocation plans
Better understand your organization by identifying and allocating indirect costs to receivers and justifying transfers from non-general fund sources
Through staff interviews and research, we will identify departments and programs that support or provide services benefitting other areas. Allocation metrics will then be developed to ensure that indirect costs are distributed fairly and equitably.
We will work with finance staff to ensure understanding of the plan and it’s methodologies, as well as how to utilize the informational outputs.
A documented plan will provide justification for inter-fund transfers, as well as ensure that cost for service studies account for appropriate jurisdictional overhead.
Case Study: Cupertino