Sponsored Projects Office, University of California, Berkeley
Facilities and Administrative (Indirect Cost) Rates
Current Rate Agreement (July 27, 2007) (PDF)
Facilities and Administrative Cost Rates Memo to the Berkeley Campus (8/2/07)

The campus has a new multi-year Facilities and Administration (indirect cost) rate agreement with the federal government. The agreement, dated July 27, 2007, specifies the F&A rates to be applied to awards from federal and non-federal sponsors. Berkeley's last rate agreement expired on June 30, 2006 and allowed for provisional rates through June 30, 2007. Under the new agreement the rate for on-campus research increases to 53 percent on July 1, 2007 and to 53.5 percent on July 1, 2009. The off-campus research rate will remain at 26 percent. The rates for other sponsored activities will also go up and the Space Sciences Laboratory's special rates will be lowered (see schedule below).

Rates for awards with start dates prior to July 1, 2006 will remain at their current levels for the remaining life of the award, including non-competing budget periods. The new rate schedule applies to new awards (including new competing budget periods) received on or after July 1, 2006. Thus the overhead rate applied to a multi-year on-campus competitive research award received on or after July 1, 2006 will be 52 percent through June 30, 2007, 53 percent from July 1, 2007 through June 30, 2009, and 53.5 percent thereafter.

These rates will be applied automatically by the Controller's Office. For questions concerning how these rates apply to your contracts and grants, contact your representative at the Sponsored Projects Office. For questions on how F&A rates are determined, contact Gregg Carr at gcarr@berkeley.edu or 3-7564.

  7/1/2006
through
6/30/2007
7/1/2007
through
6/30/2009
7/1/2009
through
6/30/2011
Sponsored Research   
On-campus 52.0 53.0 53.5
Off-campus 26.0 26.0 26.0
Sponsored Instruction*   
On-campus 50.0 56.0 56.5
Off-campus 26.0 26.0 26.0
Other Sponsored Projects   
On-campus 30.0 33.0 33.5
Off-campus 17.0 19.0 19.0
Space Sciences Lab   
On-campus 38.0 29.0 29.0
Off-campus 17.0 16.6 16.6
*The F&A rate used for most federally sponsored training awards is 8% of total costs.


University of California, Berkeley - Facilities and Administrative Rate Components - July 1, 2007 through June 30, 2011
The following chart is also available as a PDF file.


  ORGANIZED RESEARCH
7/1/07 TO 6/30/09
INSTRUCTION
7/1/07 TO 6/30/09
OTHER SPONSORED ACTIVITIES
7/1/07 TO 6/30/09
SPACE SCIENCES LAB
7/1/07 TO 6/30/09
  ON-CAMPUS OFF-CAMPUS   ON-CAMPUS OFF-CAMPUS   ON-CAMPUS OFF-CAMPUS   ON-CAMPUS OFF-CAMPUS
BUILDING DEPR   6.0     4.7     2.5     2.4  
EQUIPMENT DEPR   3.5     1.4     1.1     0.3  
O&M   12.0     8.1     8.2     5.0  
INTEREST   3.7     1.2     1.1     3.6  
LIBRARY   1.8     14.6     1.1     1.1  
STUDENT SVCS 1.2     11.0     1.5     0.6    
GEN ADMIN 6.1     5.0     7.0     7.5    
DEPT ADMIN 17.0     9.0     8.5     6.5    
SPON PROJ ADMIN 1.7     1.0     2.0     2.0    
   ADMIN COMPONENTS 26.0 26.0 26.0 26.0 26.0 26.0 19.0 19.0 19.0 16.6 16.6 16.6
TOTAL   53.0 26.0   56.0 26.0   33.0 19.0   29.0 16.6

  ORGANIZED RESEARCH
7/1/09 TO 6/30/11
INSTRUCTION
7/1/09 TO 6/30/11
OTHER SPONSORED ACTIVITIES
7/1/09 TO 6/30/11
SPACE SCIENCES LAB
7/1/09 TO 6/30/11
  ON-CAMPUS OFF-CAMPUS   ON-CAMPUS OFF-CAMPUS   ON-CAMPUS OFF-CAMPUS   ON-CAMPUS OFF-CAMPUS
BUILDING   6.0     4.8     2.6     2.4  
EQUIPMENT   3.5     1.4     1.1     0.3  
O&M   12.5     8.2     8.5     5.0  
INTEREST   3.7     1.2     1.1     3.6  
LIBRARY   1.8     14.9     1.2     1.1  
STUDENT SVCS 1.2     11.0     1.5     0.6    
GEN ADMIN 6.1     5.0     7.0     7.5    
DEPT ADMIN 17.0     9.0     8.5     6.5    
SPON PROJ ADMIN 1.7     1.0     2.0     2.0    
   ADMIN COMPONENTS 26.0 26.0 26.0 26.0 26.0 26.0 19.0 19.0 19.0 16.6 16.6 16.6
TOTAL   53.5 26.0   56.5 26.0   33.5 19.0   29.0 16.6


Previous Rate Agreement (August 16, 2006) (PDF)
Previous Rate Agreement (March 13, 2002)
(PDF)

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