UH Manoa MEC November 14 2013 Office of Research Services Purpose of FampA Rate 2 Research F amp A Rate F amp A Research Rate Formula 3 Last 5 Negotiated F amp A Rates ID: 434093
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Slide1
Facilities (F) & Administrative (A) Costs Rate
UH Manoa MEC November 14, 2013Office of Research ServicesSlide2
Purpose of F&A Rate
2Slide3
= Research
F
&
A
Rate
+
F & A Research Rate Formula
3Slide4
Last 5 Negotiated F & A RatesManoa
Research On Campus FY 1996 FY 1998
FY 2003
FY 2007
FY 2011
Facilities
14.6
15.1
17.2 15.5 17.5
Administrative 20.3 21.2 21.2 21.2
24.0 Approved Rate
34.9
36.3
38.4 36.7 41.5
4Slide5
Last 3 Negotiated F & A Rates for Kaka‘ako
Research On Campus FY 2003 FY 2007
FY 2011
Facilities
32.3
29.8
28.0
Administrative
21.2 20.2
26.0 Approved Rate 53.5 50.0 54.0
5Slide6
Last 5 Base Years F & A Costs For
Manoa Research On Campus
FY 1996
FY 1998
FY 2003
FY 2007
FY 2011
Facilities pool
N/A
10,536,013
11,446,027
12,991,454
18,013,972
Administrative pool
N/A
17,518,193
21,237,619
26,779,076
35,264,642
Pool costs
N/A
28,054,206 32,683,646 39,770,530 53,278,614
6Slide7
Last 3 Base Years F & A Costs for
Kaka‘ako Research On Campus
FY 2003*
FY 2007
FY 2011
Facilities pool
3,541,813
2,845,349
7,670,850
Administrative pool
2,324,657
1,928,727
6,785,113
Pool costs
5,866,470
4,774,076
14,455,963
* Figures are based on DCA adjustments of forecasted data.
7Slide8
Last 5 Base Years F & A and Base Costs For On Campus Research Rate
FY 1996
FY 1998
FY 2003
FY 2007
FY 2011
Facilities pool
N/A
10,536,013
11,446,027
12,991,454
18,013,972
Administrative pool
N/A
17,518,193
21,237,619
26,779,076
35,264,642
On campus
N/A
69,455,504
66,546,670
83,815,831
102,936,981
Off campus
N/A
13,468,402
33,630,780
42,610,394 43,999,029 Research base N/A 82,923,906 100,177,450 126,426,225 146,936,010
Research Base = System wide (Excluding Kaka‘ako) MTDC Research Expenditures + Cost Sharing
8Slide9
Last 3 Base Years F & A and Base Costs
Costs for Kaka‘ako Research On Campus
FY 1998
FY 2003*
FY 2007
FY 2011
Facilities pool
N/A
3,541,813
2,845,349
7,670,850
Administrative pool
N/A
2,324,657
1,928,727
6,785,113
* DCA adjustments of forecasted data.
On campus N/A 10,965,365 9,548,151
19,064,799
Off campus
N/A
N/A
N/A
N/A
Kaka‘ako
base N/A 10,965,365 9,548,151 19,064,799 Kaka‘ako Base = Kaka‘ako MTDC Research Expenditures + Cost Sharing9Slide10
MTDC Calculation
10
Not MTDCSlide11
Sponsored Activities A-21
Functions
11Slide12
Non-Sponsored Activities OMB A-21
Functions
12Slide13
Unallowable Costs Under A-21
13
UnallowableSlide14
14
Facilities Costs Allocation BasesSlide15
15
Administrative Costs Allocation BasesSlide16
General Administrative Costs MTDC Allocation Bases
16Slide17
Dept/School Administrative Costs MTDC Allocation Bases
17Slide18
Sponsored Project Administrative Costs MTDC Allocation Bases
18Slide19
Additional Costs that Increase the Research Base
19Slide20
FY 2013 & FY 2017 Rates
FY 2013
FY 2017
20Slide21
Primary Reasons for Rate Increases FY 2011
21Slide22
Not permitted or “corrections” made by our HHS Region Negotiators
22Slide23
23
Units/Labs Selected By DHHS Space Site Audit
FY
2003
FY
2011
23Slide24
Peer Rate Comparison
24
Institution
To
Type
Rate
FY 2011 NSF Total R&D Rank
Arizona State University
6/30/2016
Research54.50%62University of California - Irvine6/30/2016
Research54.50%
64
Oregon Health Sciences University
6/30/2013Research
54.00%
66
Colorado State University
6/30/2014
Research
48.70%
67
University of Hawaii6/30/2017Research41.50%70Slide25
F&A Cost Reimbursement FY 2013 for Research
Actual Reimbursement $ $34.29 M Full rate is approximately $49.18 MEstimated unrecovered $ 14.88 M
25Slide26
F&A Cost Reimbursement FY 2013 for Non-Research
Actual Reimbursement $15.04 M Full rate is approximately $34.18 MEstimated unrecovered $ 19.15 M
26Slide27
Timeline
27Slide28
Key Factors At UH Base
28Slide29
Short
Term Strategy29
29Slide30
Long Term Strategy
30Slide31
How spending impacts the rate
31Slide32
Description
Where it goesFaculty or technical staff paid from G-funds or RTRFInstruction/Departmental Research Reduce MTDC Allocation for Organized ResearchResearch administrative faculty & staff paid from G-funds or RTRF
Departmental
Administration
Pool
Faculty
,
technical
or administrative staff paid from grants or cost shared from G-funds or RTRFOrganized Research BaseExamples of Cost Impact (Personnel)32Slide33
Description
Where it goesScientific supplies or conference travel purchased on G-funds or RTRFInstruction/Departmental Research Reduce MTDC Allocation for Organized ResearchScientific supplies or conference travel purchased on grants or cost shared from G-funds or
RTRF
Organized
Research
Base
Research
administration conference travel paid on G-funds or RTRF
Departmental Administration PoolExamples of Cost Impact (Supplies & Travel)33Slide34
Description
Where it goesScientific equipment purchased on G-funds or RTRFEquipment Depreciation PoolScientific equipment purchased on grants or cost shared from G-funds or
RTRF
NOT
RECOVERABLE
Examples of Cost Impact (Equipment)
34Slide35
Description
Where it goesAdministrative buildingsRecoverable, if used mostly for sponsored projects administrationAthletic facilitiesNOT RECOVERABLE
Classrooms,
including class labs
Mostly UNRECOVERABLE
Dormitories
NO
T RECOVERABLE
LibrariesMostly UNRECOVERABLEParking structuresMostly UNRECOVERABLEResearch buildings
Recoverable, if used mostly for extramural researchExamples of Cost Impact (Buildings or Major Renovations)35Slide36
Mahalo
!36