DGA Community Meeting

March 13, 2012

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DGA Community Meeting: AgendaMarch 13, 2012

Agenda Item Discussion Leader

Welcome and Introductions Moira Kiltie

SPS Hiring Updates and Team Assignments Moira Kiltie & Marisa Zuskar

F&A Rate:• Calculation Overview• On-Campus vs. Off-Campus Definition

Marisa Zuskar

SPS Team Discussions and Open Issues SPS Teams

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Welcome and Introductions

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SPS Hiring Updates and Team Assignments

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F&A Rate Overview

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The F&A Equation

The F&A rate is calculated based on two important numbers, which Huron helps determine.

• The Numerator: Facilities and Administrative costs of organized research activities at UO

• The Denominator: Annual spending on research grants at UO Actually based on Modified Total Direct Costs (MTDC)

F&A Costs for Research Activities

Annual Research SpendingF&A Rate

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Modified Total Direct Cost Bases

The total dollars spent by UO can be divided into the four MTDC bases, each representing a different function of UO. The F&A rate is concerned only with the Organized Research base, the denominator of the rate equation.

InstructionOrganized Research

Other Sponsored Activities

Other Institutional

Activities

Question: How does UO identify costs and expenditures in each of these categories?

F&A Costs (Research) = F&A Rate (%)

Organized Research Base

University-Funded Competitive Awards

Cost OverrunsMandatory andVoluntaryCommittedCost Sharing

All MTDC related to organized research

Sponsored Project Costs

Sponsored Project CostsImpact on the F&A Rate for Organized Research

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Newly Negotiated F&A Rates

Negotiated as of December 8, 2011:

• New rates are effective beginning FY2013 (July 1, 2012)

Project Type Current Rate New Rate

Research (On-campus) 42% 45%

Research (Off-campus) 26% 26%

Instruction (On-campus) 53% 59.4%

Instruction (Off-campus) 26% 26%

Other Sponsored Activities (On-campus) 29% 30.7%

Other Sponsored Activities (Off-campus) 23.8% 24.3%

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Off-Campus vs. On-Campus

The new definition:

An off-campus rate is applicable to those projects conducted in facilities not owned or operated by the University, which include charges for facility rental as a direct expenditure and for which more than 50% of the project salaries and wages are for effort conducted in the rental facility.

When determining of your project is off or on campus – ask yourself three questions:

(1) Is your project taking place in a non-UO facility?(2) Is rent being charged to the project?(3) Are more than 50% of the UO salary/wages for effort taking place at the off-site facility ? 

If you can answer YES to ALL of these questions, use an off-campus rate.  If not, the on-campus rate should be applied.

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Open Discussion & Questions

SPA Team Regroups

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