On Monday I asked when your organization determines when to use
off-campus F&A rates.  I would like to thank those who responded.  Since
this question generated a bit of off-line discussion I thought it would
be interesting to post a summary of the responses and see if anyone else
had any other thoughts.

I have information from 12 institutions, including Wake Forest.

Criteria Used to Determine                      Number
Whether to Use On/Off Campus rate               of Institutions

Rent allocated to project or included
in budget to sponsor                            3

Where majority of research or sponsored
activity is done (majority not defined)         2

When 50-51% of research or sponsored
activity is done off-campus                     5

When direct costs exceed $100,000 AND 80%
of sponsored project activities are done
off-campus                                      1

One institution uses a blended effective rate (this is approved by their
cognizant agency).  The appropriate rate is applied to on and off campus
activity expenses and a blended rate is determined.

Thanks again to all those who replied to my posting on the list serve
and to those I have corresponded with off-line.

Lori Messer, Director
Research & Sponsored Programs
Wake Forest University
P.O. Box 7528 Reynolda Station
Winston-Salem, NC  27109
(336) 758-5888
(336) 758-1959 fax

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