1. Presented by Trevor Johnson OCGA
New F&A Rate Agreement
Presented by Trevor Johnson
OCGA

2. New RESEARCH Rates – On-campus
Fiscal Year
Dates
Rate
2018
7/1/17-6/30/18
56%
2019
7/1/18-6/30/19
57%
2020
7/1/19-6/30/20
57.5%
2021
7/1/20-6/30/21
2022
7/1/21-6/30/22
58%

3. Important Dates
You should start using the new rates now on all new proposals
SPO Offices will start enforcing the new rates January 3, 2018
Increase each fiscal year
State fiscal year 7/1-6/30
Not the Federal fiscal year 10/1/-9/30
Fiscal year notes the year the period ends, not the year it begins – 7/1/17-6/30/18 = FY18

4. When to Use
To be used for all federal proposals (grant, contract, clinical trial, flow-through)
Used for all other sponsors that use the federally negotiated rate – Industry
Competitive proposals (new proposals, supplements, competitive segments)
Not used for existing awards or non-competitive segments
Some agencies may allow for adjustment at JIT for existing proposals

5. Other Rates Off-campus rate remains the same (26%)
Other federal rates (Instruction, Other Sponsored Activity, and SIO specific rates):
Continue using the existing rates
New rates will be posted when finalized – expected increases to each
Does not change the Clinical Trials or State of California rates

6. Split Rates When a budget year covers two fiscal years
Example – two year budget with period of performance of 4/1/18 – 3/31/20
Year 1
Period of performance: 4/1/18-3/31/19
3 months in FY18 (56%)
9 months in FY19 (57%)
MTDC = $120,000
$10,000 per month
$30,000 * 56% = $16,800
$90,000 * 57% = $51,300
Total IDC for Year 1 = $68,100
Year 2
Period of performance 4/1/19-3/31/20
3 months in FY19 (57%)
9 months in FY20 (57.5%)
MTDC = $120,000
$10,000 per month
$30,000 * 57% = $17,100
$90,000 * 57.5% = $51,750
Total IDC for Year 1 = $68,850
For purposes of calculating a split IDC, assume the month starts on the 1st.

7. Questions from Sponsors
Please direct questions from sponsors to your SPO office
Until we have a signed agreement they will question the rates
On proposals:
Date effective: 10/27/17
Contact: Janet Turner at DHHS Cost Allocation Services, Western Field Office, or

8. Resources Under development Blink IDC Page: New rates
proposals/proposal- development/budgets/indirect.html
New rates
Suggested Budget Justification language
Under development
Split rate guidance
Updated budget worksheets