New Facilities and Administrative Cost Rates

November 15, 2019

Dear Campus Community,

The campus has a new multi-year Facilities and Administrative (indirect cost) rate agreement with the federal government. The agreement, dated October 24, 2019, 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, 2016 but allowed for the existing rates to continue provisionally until a new rate agreement was approved. Under the new agreement the rate for on-campus research increases to 59.0 percent on July 1, 2020, and 60.5 percent on July 1, 2021. The off-campus research rate will remain at 26.0 percent.  The Space Sciences Laboratory's special rate will be 34.0 percent for on-campus research and 24.5 percent for off-campus research beginning July 1, 2019.  Rates for other sponsored activities and Intergovernmental Personnel Act (IPAA) will remain unchanged (see schedule below).  These new rates will bring indirect cost recovery from sponsored projects closer to the campus’s actual costs.

Rates for awards with start dates prior to July 1, 2016 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, 2016. 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, https://spo.berkeley.edu/staff.aspx

SPONSORED RESEARCH

On-campus:  7/1/16 - 6/30/20, 57.0%

On-campus:  7/1/20 - 6/30/21, 59.0%

On-campus:  7/1/21 - 6/30/22, 60.5%

Off-campus:  7/1/16 - 6/30/22, 26.0%

 

SPACE SCIENCES LABORATORY

On-campus:  7/1/16 - 6/30/19, 40.0%

On-campus:  7/1/19 - 6/30/22, 34.0%

Off-campus:  7/1/16 - 6/30/19, 24.5%

Off-campus:  7/1/19 - 6/30/22, 24.0%

 

OTHER SPONSORED ACTIVITIES

On-campus:  7/1/16 - 6/30/22, 40.0%

Off-campus:  7/1/16 - 6/30/22, 16.5%

 

INTERGOVERNMENTAL PERSONNEL ACT AGREEMENTS

On and off campus:  7/1/16 - 6/30/22, 8.0%

 

SPONSORED INSTRUCTION (The F&A rate used for most federally sponsored training awards is 8% of total costs.)

On-campus: 7/1/16 - 6/30/19, 50.5%

On-campus: 7/1/19 - 6/30/22, 48%

Off-campus: 7/1/16 - 6/30/22, 26.0%

 

The rates above will continue after June 30, 2022 until amended.

 

Rosemarie Rae

Vice Chancellor for Finance and CFO

 

Randy Katz

Vice Chancellor for Research