Proposal Preparation & Submission

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IU Rates
Facilities and administrative cost rates FY 2016-2019

Facilities and administrative cost rates have been established for the period of July 1, 2015 through June 30, 2019. Please begin using these rates on proposals as appropriate based on the rate effective at the start of the proposal year.

Note: the Organized Research rate has increased from 56% to 57.5% for FY 2018 and beyond. All other rates in the new rate agreement remain consistent with the prior F&A Rate Agreement dated June 11, 2011. Any agreements already in place prior to July 1, 2015 will utilize their current rates through the remainder of the project or the current competing segment.

  7/1/2015 - 6/30/2017 7/1/2017 - 6/30/2019 or Until Amended
Organized Research    
On Campus 56% 57.5%
Off Campus 26% 26%
On Campus 47.5% 47.5%
Off Campus 26% 26%
Other Sponsored Agreements (service)    
On Campus 32% 32%
Off Campus 26% 26%

The agreement for rates effective July 1, 2015 through June 30, 2019 is dated June 24, 2015, and is available below:

For proposals submitted that involve two or more fiscal years, budget the rate for the full year that is applicable on the first day of the proposal budget period. For example, if a five year research proposal is being submitted with project dates from March 1, 2016 to February 28, 2020, use the 56% research rate for the period March 1, 2016 to February 28, 2018. Use the 57.5% rate for the remaining budget years. Rates are not split within a budget year.

Base is modified total direct costs (MTDC), consisting of all salaries and wages, fringe benefits, materials, supplies, services, travel, and subgrants and subcontracts up to the first $25,000 of each subgrant or subcontract (regardless of the period covered by the subgrant or subcontract). Modified total direct costs shall exclude equipment, capital expenditures, charges for patient care, tuition remission, rental costs of off-site facilities, scholarships, and fellowships as well as the portion of each subgrant or subcontract in excess of $25,000.

For Organized Research projects on campus, University Responsibility Centers (RCs) will receive 53.5 percentage points and the remainder will be received by University Administration. For Other Sponsored Agreements on campus, the RCs will receive 28.9 of the 32 percentage points. For all other rates, the RCs will receive 100% of the F&A reimbursement.

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