Calmessages

Date 8/2/2007
Sender Nathan E. Brostrom, Vice Chancellor - Administration
To Deans, Directors, Department Chairs, Senior Administrative Officers
Subject New Facilities and Administrative Cost Rates
Message DEANS, DIRECTORS, DEPARTMENT CHAIRS, SENIOR ADMINISTRATIVE OFFICERS

Re: New Facilities and Administrative Cost Rates

The campus has a new multi-year Facilities and Administration
(indirect cost) rate agreement with the federal government. The
agreement, dated July 31, 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
http://www.spo.berkeley.edu/staff.aspx. For questions on how F&A
rates are determined, contact Gregg Carr at gcarr@berkeley.edu or
3-7564.

SPONSORED RESEARCH
On-campus: 7/1/06 - 6/30/07, 52.0%, 7/1/07 -6/30/09, 53%; 7/1/09 -
6/30/11, 53.5%
Off-campus: 7/1/06 - 6/30/11, 26.0%

SPONSORED INSTRUCTION*
On-campus: 7/1/06 - 6/30/07, 50.0%, 7/1/07 - 6/30/09, 56%; 7/1/09 -
6/30/11, 56.5%
Off-campus: 7/1/06 - 6/30/11, 26.0%

OTHER SPONSORED PROJECTS
On-campus: 7/1/06 -6/30/07, 30.0%, 7/1/07 - 6/30/09, 33%; 7/1/09
-6/30/11, 33.5%
Off-campus: 7/1/06 - 6/30/07, 17.0%; 7/1/07 - 6/30/11, 19.0%

SPACE SCIENCES LABORATORY
On-campus: 7/1/06 - 6/30/07, 38.0%, 7/1/07 - 6/30/11, 29.0%
Off-campus: 7/1/06 - 6/30/07, 17.0%; 7/1/07 - 6/30/11, 16.6%

*The F&A rate used for most federally sponsored training awards is 8%
of total costs.


Nathan Brostrom
Vice Chancellor, Administration

Beth Burnside
Vice Chancellor - Research