Re: Foundations & Indirect Cost Samuela Evans 14 Mar 2000 17:20 EST

I maintain for the University of California system a list of all the
published sponsor policy indirect cost rate exceptions for federal, state
and non-profit sponsors.  I have binders of all the back-up documentation
from every sponsor, the RFP or whatever, which states what the reduced rate
is.  The list is 82 pages long; about 65 pages is non-profit foundations,
interest groups, associations, etc.  We do confirm that a "non-profit" is
on the IRS list of non-profit organizations.  Some entities are made up and
are not non-profit organizations.  The list includes in the annotation
field any information about intellectual property issues which should be
changed in the negotiated agreement etc.  However, on-line, the list is
password protected for University of California Contract and Grant
Officers's use because it has other local individually identifying
information in it.

I have printed out Chuck's list and can do a comparison as well as send
Chuck a copy of the 82 page list, (if you want it) but, right now, there is
no practical way to distribute that list generally.  Whenever I find
another institution that maintains such a list, I like to do a comparison
so that we are sure that we are all getting the same information about
overhead restrictions from our sponosrs.

The University of California polices on indirect cost rate exception
requests is located on-line at:
http://www.ucop.edu/raohome/cgmanual/chap08.html#8-630
I have done sessions at two SRA meetings on this subject in collaboration
with two other California institutions to demonstrate the different methods
institutions use to address this growing issue.

At 01:08 PM 3/14/00 -0500, you wrote:
>At VCU I have developed and posted on our web a list of sponsors with
>limited F&A.  Each posting is backed up by a document or public
>announcement by the sponsor.  It is augmented each time a new sponsor's
>information crosses my desk as the proposal is reviewed.
>See our Guidelines:
>http://views.vcu.edu/ospa/manual/guide_recover.html
>and the list
>http://views.vcu.edu/ospa/sponlist.htm
>
>
>I would be delighted to work with any other volunteers to expand this list
>and make it available, probably by having it on my website, or someone
>else's, or maybe even SRA's.  If we committed to maintaining documentation,
>others could rely on it.
>
>ANY TAKERS???
>
>Chuck
>
>
>At 12:48 PM 3/14/00 +0000, you wrote:
>>I don't think any such list exists.  The foundation guidelines
>>usually indicate this in very clear terms.  If you don't find
>>it in their guidelines, the budget pages will also give you
>>a clue.  If there is no line for IDC, it's likely they don't allow
>>it.  The PI's could be asked to bring copies of the guidelines
>>to you along with their grant applications.
>>
>>
>>On 14 Mar 00 at 12:26, Spadaccio, Vicki wrote:
>>
>>> Hi!
>>>
>>> Does anyone have a list or know of a list of Foundations/Agencies that
>>> have published guidelines (or otherwise a verifiable written policy,
>>> statute, or legislation) prohibiting or limiting the recovery of indirect
>>> costs (F&A)?
>>>
>>> We spend a lot of time searching for written documentation which holds up
>>> the proposal or award process.
>>>
>>> Thanks!
>>>
>>> Vicki
>>> ***********************************************************************
>>> Vicki L. Spadaccio
>>> Lead Contract and Proposal Specialist
>>>
>>> The Pennsylvania State University
>>> Office of Sponsored Programs            phone: (814) 865-0453
>>> 110 Technology Center Bldg.             fax:     (814) 863-3413
>>> University Park, PA  16802-7000         e-mail:  xxxxxx@psu.edu
>>>
>>>
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>>----------------------------
>>Alexander Schoen
>>Office of Sponsored Programs
>>Winthrop University Hospital
>>259 First Street
>>Mineola, NY  11501
>>Phone: 516-663-4931
>>Fax    :  516-663-8590
>>e-mail: xxxxxx@winthrop.org
>>
>>
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>Herbert B. Chermside, CRA
>Director, Sponsored Programs Administration
>Virginia Commonwealth University
>PO BOX 980568
>Richmond, VA  23298-0568
>Express Delivery Only:
>        Sanger Hall, Rm. 1-073
>        11th & Marshall Streets
>        Richmond, VA  23219
>Voice:  804-828-6772
>Fax     804-828-2521
>OFFICE e-mail   xxxxxx@VCU.EDU
>Personal e-mail xxxxxx@vcu.edu
>http://views.vcu.edu/ospa/
>
>
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