Ms. Farbman,

I provide my responses for the University of Minnesota.

1) We initiated an "Incentives for Managed Growth (IMG)" program several years,
which generates a significant percentage of F&A recovery dollars back to the
Colleges/Deans via a semi-annual rebate process;

2) In brief here, Colleges/Deans receive approximately 50% of the F&A recovery
dollars generated by their Depts.; this percentage represents the Dept. Admin. &
Eqp. Depr. cost pool components of our overall Research F&A rate; the logic
being that Colleges/Depts. can use these Unrestricted rebate dollars to pay for
administrative support costs associated with sponsored agreements (including
expenses that can not direct charged to federal grants, per A-21); also, the
rebate can fund required equipment inventory costs;

3) In truth, I do not know exactly how each College/Dean re-distribute these
semi-annual Rebate dollars; however, it is my understanding that some do channel
these back to Depts./PI's (via a set formula) while others maintain such for
collegiate administrative costs of processing grant proposals/awards;

4) Please note that the remaining approximate 50% is retained by central
administration for subsequent redistribution to units that incur costs during
the performance of work on sponsored agreements; for example, a large portion is
returned to facilities management (i.e., utilities, depreciation in research
buildings) while other dollars are returned to sponsored/general administrative
units that incur applicable costs.

Regards,
Steve

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

On 2/13/2003, Farbman Betty A wrote:

> Dear Friends:
>
> I know that we've asked this over time, but folks change their distributions
> from time to time, and an update would be most appreciated.
>
> Could folks please provide the following information:
>
> 1) Does your institution distribute the F&A recoveries?
> 2) What is your institution's formula for distribution? (e.g. - PI, Dept,
> Dean, etc.)
>
> I'd be happy to post the information received to the list.
>
> THANKS in advance
>
> Betty Farbman
> St. John's University
> xxxxxx@stjohns.edu
>
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