Update on Implementation of New Facilities and Administrative (F&A) Rates Update to MRAM December 2010 Management Accounting and Analysis A Division of Financial Management within Finance and Facilities

Agenda Summary of Rates – FY 2010 through FY 2014 Rate Agreement Specifics Next Steps FAQ’s Questions 2

Summary of Rates – FY 2010 through FY 2014

4 Organized Research Rate: New Negotiated Rates (FY ) Previously Negotiated Rates (FY ) On-campus 54% -- FY % -- FY % -- FY % -- FY Off-campus26% South Lake Union 66% -- FY 2010; 68% FY 2011; 72% -- FY 2012; 73% -- FY 2013; 74% -- FY % Regional Primate Center 42% (A)/ 78% (A+B)/ 83% (A+B+C) 44% (A)/ 75% (A+B) Applied Physics Lab17% Other Sponsored Activity 33.8% (on-campus) 26% (off-campus) n/a Vessel25% (S&W) Instruction 53.0% (on-campus) 26% (off-campus) 58% (on-campus) 26% (off-campus)

Rate Agreement Specifics Date of Rate Agreement = November 30, 2010 Rates effective from July 1, 2009 through June 30, 2014 (FY 10-FY14) Links to signed rate agreement and rate components: or Rate agreement updates: –All UW F&A rates –FY 2011 Fringe Benefit rates 5

Next Steps Begin using new rates in proposal applications now. Administrative systems and GIM 13a to be updated with new rates: –FAS (and MyFD), SAGE, Cost Share Module, etc. Certain F&A costs will be adjusted to reflect lower on- campus OR rate: –On-campus federal and federal pass-through awards, –New awards or competitive renewals on or after July 1, 2009, and –Current actual F&A rate > 54% 6

Next Steps, continued List of awards/budgets impacted by adjustment being finalized now. Departmental Communication: –Awards and budgets impacted by adjustments –Timing –Other considerations (rebudgeting, cost sharing and reporting impacts, etc.) Future Questions to be Addressed: –Impact on RCR calculations and distributions –Impact on cost sharing 7

Frequently Asked Questions What is the Other Sponsored Activity Rate? –Not organized research and –Not instructional training –Includes such things as health service projects, community service programs, public service projects, and conferences When the rates increase (in FY 13 for on-campus OR and each year for SLU), should that be reflected in proposals? –Yes 8

Questions? 9 January 2011 RAA Brown Bag Upcoming MRAM meetings

10 Contact Information Management Accounting and Analysis Michael Anthony Cristi Chapman Brion Norton Joe Nalley Devon Rosencrans Management Accounting and Analysis A Division of Financial Management Within Finance and Facilities Office of Sponsored Programs Lynne Chronister Sinh Simmons Carol Rhodes