Ms. Messer,

Humble apologies for my late response.  In any event, we would probably be
counted under #3 below.

The University of Minnesota utilizes the following "Off-Campus" Definition
for sponsored agreements:
"A project is considered off-campus if more than 50% of the direct salaries
and wages of University personnel engaged on the project are incurred at a
site neither owned nor leased by the University."
http://www.fpd.finop.umn.edu/groups/ppd/documents/rates/f_and_a_rates.cfm

This was approved by cognizant federal agency staff during our last F&A Rate
negotiation.

Regards,
Steve

===================================================================

Lori Messer wrote:

> 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
>
> 1) Rent allocated to project or included
> in budget to sponsor                            3
>
> 2) Where majority of research or sponsored
> activity is done (majority not defined)         2
>
> 3) When 50-51% of research or sponsored
> activity is done off-campus                     5
>
> 4) When direct costs exceed $100,000 AND 80%
> of sponsored project activities are done
> off-campus                                      1
>
> 5) 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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