Facilities & Administration (F&A) Rates FY15-FY18

Oregon State University’s F & A (indirect cost) rates have been negotiated and new rates are now in effect. The new rates listed below are to be used on all new proposals that begin routing on or after November 24, 2014. The negotiated F&A rate in effect at the time of the initial award will be used throughout the life or competitive segment of the sponsored agreement. Existing awards requesting additional funding (supplements or renewals) should be processed with the new rates. Rates for all awards whether they are federal or non-federal will be applied in the same manner.

Type of Activity

Comments

Effective Dates

On-Campus

Off-Campus

Organized Sponsored Research (OR)

Includes Federal and Federal pass-through grants, cooperative agreements and contracts not from the Department of Defense (DOD) agencies.

July 1, 2014 to June 30, 2015

46.0% MTDC

26.0% MTDC

Organized Sponsored Research (OR)

Includes Federal and Federal pass-through grants, cooperative agreements and contracts not from the Department of Defense (DOD) agencies.

July 1, 2015 to June 30, 2016

46.5% MTDC

26.0% MTDC

Organized Sponsored Research (OR)

Includes Federal and Federal pass-through grants, cooperative agreements and contracts not from the Department of Defense (DOD) agencies.

July 1, 2016 to June 30, 2018

47.0% MTDC

26.0% MTDC

Organized Sponsored Research (OR)

includes Broad Agency Announcement proposals and contracts from DOD agencies and DOD contract pass-through.

July 1, 2014 to June 30, 2015

46.7% MTDC

26.7% MTDC

Organized Sponsored Research (OR)

includes Broad Agency Announcement proposals and contracts from DOD agencies and DOD contract pass-through.

July 1, 2015 to June 30, 2016

47.2% MTDC

26.7% MTDC

Organized Sponsored Research (OR)

includes Broad Agency Announcement proposals and contracts from DOD agencies and DOD contract pass-through.

July 1, 2016 to June 30, 2018

47.7% MTDC

26.7% MTDC

Organized Sponsored Research (OR) - Industry

Does not include Federal pass-through funds.

July 1, 2014 to June 30, 2018

53.5% MTDC

31.0% MTDC

All Other Sponsored Activities (OSA)

 

July 1, 2014 to June 30, 2018

35.0% MTDC

26.0% MTDC

All Other Sponsored Activities (OSA) - Industry

Does not include Federal pass-through funds.

July 1, 2014 to June 30, 2018

40.0% MTDC

31.0% MTDC

State of Oregon Agency

 

July 1, 2014 to June 30, 2018

26.0% MTDC

26.0% MTDC

Vessel Operations

 

July 1, 2014 to June 30, 2018

30.0% S&W

30.0% S&W

Federal Intergovernmental Personnel Act (IPA) Agreements

 

July 1, 2014 to June 30, 2018

 

7.0% MTDC

RATE DEFINITIONS

Modified Total Direct Costs (MTDC) – MTDC consists of all salaries and wages, fringe benefits, materials, supplies, services, travel, and sub-awards up to the first $25,000 of each sub-award (regardless of the period covered by the sub-award). Equipment, capital expenditures, charges for tuition remission, building and land rental costs, scholarships, and fellowships, as well as, the portion of each sub-grant and subcontract in excess of $25,000 are excluded from modified total direct costs.

Organized Sponsored Research - Research is the systematic study directed toward fuller knowledge or understanding of the subject studied. Basic research is activity specifically organized to produce outcomes. Applied research utilizes the outcomes or theory in practice; i.e. toward the production of useful materials, devices or systems. This category includes training of individuals in research techniques.

Organized Sponsored Research on Broad Agency Announcement proposals and contracts from Department of Defense (DOD) agencies and DOD contract pass-through OSU is allowed to charge its full administrative component when submitting a proposal to DOD agencies or other entities where OSU will be a sub-recipient on DOD contract funding.

All Other Sponsored Activities - Activities that involve the performance of work other than organized research fall into this category. Examples are: sponsored instruction and workshops, course development, non-research training activities, public service activities, cooperative extension outreach, health service projects, and community service programs.

State of Oregon Agency - use 26% for all State of Oregon agreements.

Vessel Operations – The Vessel Operations rate is used only on projects utilizing the Research Vessel (R/V) Oceanus. This vessel is owned by the Federal government and the F&A rate recognizes that Federal ownership.

Federal Intergovernmental Personnel Act (IPA) Agreements – This rate is used for agreements that send OSU employees to Federal agencies on a temporary assignment. These agreements cover the salary and fringe benefits of the OSU employee. On a case-by-case basis, travel expenses may also be included.

On-Campus - The On-Campus rate is applicable to projects or activities that take place in facilities owned or leased by OSU. Included are: Hatfield Marine Science Center (HMSC) including the NOAA building, Cascades Campus, branch Agriculture Experiment Stations, farms and other research facilities. The on-campus rate is not used when the rent of a facility is directly allocated to the project as an approved direct cost.

Off-Campus - The Off-Campus rate is applicable to sponsored projects performed in facilities which are not owned or leased by OSU, or when rent of a facility is directly allocated to the project as an approved direct cost. Where a project occurs both at on-campus and off-campus locations, the budget should be split with the appropriate rate being applied to each portion. OSU has determined that such a split is justified when there is an activity period of 90 or more consecutive days away from the on-campus facilities. When activities in a sponsored project proposal are located in the following locations and buildings, they qualify to use the off-campus rate:

  • US Environmental Protection Agency (EPA) Building
  • USFS Corvallis Forestry Sciences Laboratory (FSL)
  • Extension offices located in non-OSU owned or leased facilities; i.e. in County office buildings

Note: If a non-profit sponsor has published rates that restrict F&A to less than OSU’s negotiated rates, attach a copy of their rate page to the Cayuse SP record and apply the sponsor’s rate. For-profit sponsors will be charged the full applicable F&A rate.

Contact the Office of Sponsored Research and Award Administration (OSRAA) at 541-737-4933 or osraa@oregonstate.edu for questions about applying the new rates to future proposal and rates on existing awards.

 

For a PDF version of this page click here: Current F&A Rate Agreement | F&A Rate Implementation Memo