Budget Rates and Fees

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From the Budget Workspace, the UCAR Rate and Fee Grid can be viewed to determine the rates that are being applied to that budget based on the criteria entered in the forms.

 

 Types of Rates:

Benefits Rate (Regular and Casual)

The budget grids calculate this rate each year based on staff type. The entity budget offices can alter this rate if needed.

The salary grids also include checkboxes per line item to “Apply Benefits” which can be adjusted only by the entity budget offices.

MTDC (Modified Total Direct Costs) Rate /Overhead Rate (Indirect)

  • The system will default to NOT apply Indirects on the following grids:
    • Equipment
    • PSC Travel and PSC Other
    • Service Center (CSC)
    • GAUs

UCAR Management Fee

The entity budget offices can adjust fee application if requested on the "Budget Limitations" page.

Cross-Entity NSF Proposals: The UCAR Management Fee cannot be included on any funds (neither NCAR nor UCP) in a Proposal where NCAR facilities or staff are involved and the direct or prime fund source is NSF. The UCP Budget Office will need to advise the programs in these cases. The matrix will default to adding a 3% Management Fee to the UCP budgets but we will need to change the default to 0% in the Budget SmartForm.

Computer Service Center (CSC) Rates

CSC is automatically calculated based upon employee home organization.

General Accounting Unit (GAU) Rate

This rate is automatically calculated based upon number of GAUs requested to perform the proposed effort.

EOL Machine Shop Rate

This rate is automatically calculated based upon the number of machine shop hours requested on the proposed effort.

Offsite Rates

On and off site rates are available for the user to select based upon where the proposed effort will take place.

Inflation Rates

Based on all of the attributes selected that drive the creation of a budget, the “UCAR Rate and Fee Grid” is generated for each individual budget which allows the user to see all of the corresponding rates and fees that were derived as a result of attributes selected and that the budget currently defaults to.  This grid is found in the budget workspace.  The inflation rates are autmatically set in the system for salaries.  The entity budget offices are able to manually adjust this rate.  For non salary related costs the inflation rate may be adjusted by the user.

Agency Fees:

NSF InterAgency Transfer Fee

NOAA  Fee

Some solicitations do not allow fee.  Please work with your entity budget office regarding any restrictions on fee.