And let me add what is obvious to all of us but not necessarily to your
faculty and academic management.  "Departmental research" is valid
research, but not "organized", and so is part of, and not differentiated
from, all other departmental activities.

Chuck

At 02:13 PM 6/3/2004, you wrote:
>Hi Pam,
>
>What you’ve listed below are the F&A cost pools, or what I call the
>numerator portion of the formula.  Think about organized research as being
>a function or direct cost activity, or what I call the denominator portion
>of the formula.  Look at item H.3.c, d, & e in A-21­it points back to the
>description of the major functions of an institution, just like any
>institution not using the simplified procedure would have to do.
>
>I also think of the “short form” for F&A rates being analogous to the
>“short form” for income taxes­you follow pretty much the same procedures
>of identifying F&A costs that relate to the four commonly used
>functions/direct cost activities of organized research, instruction, other
>sponsored activities and then other institutional activities (e.g.,
>commencement), but your methodology for identifying these isn’t as complex
>as what happens with the “long form”.  Also, you have to figure out how
>many “direct cost activities” or functions your institution will
>identify.  Some schools on the “short form” have just one rate, and some
>have a rate for research and training.
>
>Let me add a shameless plug for a local expert for you on “all things
>F&A”­his name is Mike Anthony, and he works at UCSF.  He’d be an excellent
>resource for you.
>
>Pat
>
>Patricia A. Hawk
>Training Specialist, Business Affairs
>Oregon State University
>306 Kerr Administration Bldg.
>Corvallis, OR  97331
>(phone) 541-737-5422
>(fax) 541-737-2069
>
>
>----------
>From: Research Administration List [mailto:xxxxxx@HRINET.ORG] On Behalf
>Of Pamela Miller
>Sent: Thursday, June 03, 2004 9:54 AM
>To: xxxxxx@HRINET.ORG
>Subject: [RESADM-L] F&A simplified procedure
>
>I need some clarification on the F&A simplified procedure with a S&W base:
>
>A21 lists the following categories of costs:
>
>(1) General administration and general expenses (exclusive of costs of
>student administration and services, student activities, student aid, and
>scholarships).
>
>   (2) Operation and maintenance of physical plant; and depreciation and
> use allowances; after appropriate adjustment for costs applicable to
> other institutional activities.
>
>   (3) Library.
>
>   (4) Department administration expenses, which will be computed as 20
> percent of the salaries and expenses of deans and heads of departments.
>
>My question is this:  Is organized research not considered in the cost
>pool when using the simplified method?
>
>Pam
>
>
>Thanks!
>
>Pam Miller
>
>Pamela F. Miller, Ph.D.
>Director, Office of Sponsored Projects
>The University of San Francisco
>2130 Fulton Street
>San Francisco, CA  94117-1080
>TEL  415-422-5368
>FAX  415-422-6222
>EMAIL  xxxxxx@usfca.edu
>
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Herbert B. Chermside, CRA
Special Asst. to VP-Research
Virginia Commonwealth University
PO BOX 980568
Richmond, VA  23298-0568
Voice:  804-827-6036
Fax     804-828-2051
e-mail xxxxxx@vcu.edu

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