July 7, 2011
Facilities and administrative cost rates have been established for the period of July 1, 2011 through June 30, 2015. Please begin using these rates on proposals as appropriate based on the rate effective at the start of the proposal year.
Note: the Organized Research rate has increased from 54% to 55% for FY 2012, and to 56% for FY 2013 and beyond. All other rates in the new rate agreement remain consistent with the prior F&A Rate Agreement dated June 4, 2008. Any agreements already in place prior to July 1, 2011 will utilize their current rates through the remainder of the project or the current competing segment.
|7/1/11-6/30/12||7/1/12-6/30/15 or Until Amended|
|Other Sponsored Agreements (service)|
The agreement for rates effective July 1, 2011 through June 30, 2015 is dated June 20, 2011, and is available at http://researchadmin.iu.edu/GrantContract/docs/FA+Cost+Rate+Agreement.pdf.
For proposals submitted that involve two or more fiscal years, budget the rate for the full year that is applicable on the first day of the proposal budget period. For example, if a five year research proposal is being submitted with project dates from March 1, 2012 to February 28, 2017, use the 55% research rate for the period March 1, 2012 to February 28, 2013. Use the 56% rate for the remaining budget years. Rates are not split within a budget year.
Base is modified total direct costs (MTDC), consisting of all salaries and wages, fringe benefits, materials, supplies, services, travel, and subgrants and subcontracts up to the first $25,000 of each subgrant or subcontract (regardless of the period covered by the subgrant or subcontract). Modified total direct costs shall exclude equipment, capital expenditures, charges for patient care, tuition remission, rental costs of off-site facilities, scholarships, and fellowships as well as the portion of each subgrant or subcontract in excess of $25,000.
For Organized Research projects on campus, University Responsibility Centers (RCs) will receive 52.5 of the 55 percentage points during FY 2012, and 53.5 of the 56 percentage points for the remaining years of this agreement. Per existing practice, the President's office will continue to receive 2.5 percentage points. For Other Sponsored Agreements on campus, the RCs will receive 28.9 of the 32 percentage points. Per existing practice, the President's office will collect 2.5 percentage points that is used to support the university's research mission through the Office of the Vice President for Research and other administrative units. For all other rates, the RCs will receive 100% of the F&A reimbursement.