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Financial Analysis Using Lower OH Rates Elise Dantuma (15 Feb 2016 14:38 EST)
Re: Financial Analysis Using Lower OH Rates Lindsey Demeritt (15 Feb 2016 16:45 EST)
Re: Financial Analysis Using Lower OH Rates Hathaway, Charles (15 Feb 2016 17:09 EST)
Re: Financial Analysis Using Lower OH Rates Carolyn Elliott-Farino (16 Feb 2016 09:01 EST)
Re: Financial Analysis Using Lower OH Rates Aull, Robert Matthew (16 Feb 2016 14:40 EST)

Re: Financial Analysis Using Lower OH Rates Carolyn Elliott-Farino 16 Feb 2016 09:01 EST

And I would charge the full F&A but then make it available to the PI if
the relevant authorities agree (dean, chair, VPs, etc.). You collect the
overhead but plow it back into the research.

However, I agree with Lindsey that if you are dealing with a for profit
entity, you need to make a good argument on not charging more for the
project (if the PI needs the indirects for the project, you should have
charged more).

Carolyn

-----Original Message-----
From: Research Administration List
[mailto:xxxxxx@lists.healthresearch.org] On Behalf Of Hathaway, Charles
Sent: Monday, February 15, 2016 5:09 PM
To: xxxxxx@lists.healthresearch.org
Subject: Re: [RESADM-L] Financial Analysis Using Lower OH Rates

Exactly.  This needs to be decided case-by-case.  The question to ask is
whether the success of that $20K research project will lead to greater
funding down the road.
CH
________________________________
From: Research Administration List [xxxxxx@lists.healthresearch.org] on
behalf of Lindsey Demeritt [xxxxxx@GMAIL.COM]
Sent: Monday, February 15, 2016 4:45 PM
To: xxxxxx@lists.healthresearch.org
Subject: Re: [RESADM-L] Financial Analysis Using Lower OH Rates

Elise,
Not having numbers, what I can tell you is that in those circumstances, I
often recommend faculty look at the benefit to the organization of
participating in such a program, and then, using that benefit, to write a
justification for a reduction, if not a waiver, of OH.  At $20k total cost
and a 60% OH rate (argument's sake), the total available direct is $12,500
and to your point, how much more could be done if $7500 of the total
wasn't going to OH.  Now, I've only ever done this with non-profit or US
federal/state agency proposals/pass-thru...never on for profit funded
research activities.  But, there is often a good argument to make that the
value of the program may be more beneficial to the mission of the
institution, than the small differential on the OH recovery.

Lindsey

On Mon, Feb 15, 2016 at 1:38 PM, Elise Dantuma
<xxxxxx@ucf.edu<mailto:xxxxxx@ucf.edu>> wrote:
Hi everyone,

I'm curious to know if anyone has performed a financial analysis on
utilizing a lower overhead rate on small projects (let's less than $20,000
total costs) and how this affects overhead brought into the institution. I
know at the end of the day, this will probably always bring in a lower
overall overhead rate to the institution as a whole, but how much of an
impact would this have?

I'm curious to know because generally with smaller funded projects (less
than $20,000 total costs), if you have an overhead rate of 50%, this is a
substantial amount of the funding. This can be especially challenging if
the agency caps a project on total costs (inclusive of overhead).

On one side, the full overhead is the costs of running a research program
and is important. On the other side, what can a PI perform with only half
the funds? Is the institution competitive then?

Has anyone performed a financial analysis on this? How do other
institutions approach small projects where the agency does not cap
overhead and the funding is limited in dollar value?

Feel free to respond here or to me directly.

Thanks everyone!!
Elise

Elise Dantuma, MBA | Sr. Proposal Manager Office of Research &
Commercialization | University of Central Florida
12201 Research Parkway, Suite 501 | Orlando, FL 32826-3246
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