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Announcement
The Office of the Comptroller

To: Deans, Officers, and Directors
Date: May 3, 2005
From: William J. Hogan, Jr. Comptroller
Mary Ellen Sheridan, Associate Vice President for Research
Subject: Federal Facilities and Administrative (F&A) Cost Rates

The University and the federal government have reached an agreement that establishes F&A rates (i.e. indirect cost rates) for the following University fiscal years:

Activity

2005

2006

2007

2008

2009

 

 

 

 

 

 

Research

52.5%

52.5%

53.5%

53.5%

54.0%

Instruction

45.0%

45.0%

45.0%

45.0%

45.0%

Other Sponsored Activities (OSA)

33.0%

33.0%

33.0%

33.0%

33.0%

Off-Campus (Research/Instruction/OSA)

26.0%

26.0%

26.0%

26.0%

26.0%

All rates are applied against a Modified Total Direct Cost (MTDC) base. The MTDC base includes salaries and wages, fringe benefits, materials, supplies, services, travel, animal costs (purchases, perdiems, and lab work), and the first $25,000 of each subgrant or subcontract.

Specifically excluded from the MTDC base are individual equipment expenditures costing $5,000 or more, patient care charges, research assistant tuition remission expenses, off-site facility rental costs, scholarships, fellowships, and Physical Sciences Division Central Shop charges.

Federal regulations require that the F&A rates for the life of an award’s competitive segment (project period) be linked to the predetermined F&A rates that were in effect at the time the segment began. Accordingly, new or competing renewal awards that began prior to July 1, 2004 will not have their F&A rates changed during their approved project period. New or competing renewal awards that began July 1, 2004 or later, however, will have F&A rates applied in accordance with the rates contained in the new F&A agreement. Faculty and administrators should be referred to the attached table to determine the F&A rates that will be applied to individual awards.

Faculty and administrators should also be referred to the attached table to determine the F&A rate to use in a federal award proposal. Individuals should note that for a non-competing continuation award proposal, the F&A rate is not only a function of when the non-competing renewal period begins, but also of the begin date of the competitive segment.

Faculty and administrators who have questions or need assistance in preparing proposal budgets should contact University Research Administration, while questions regarding F&A charges to award accounts should be directed to the Restricted Funds Section of the Comptroller’s Office. A copy of this memo and the attached table will be posted to the Web at http://adminet.uchicago.edu/

Attachment