Grant-Admin-News: New GTF Costs and Accounting Procedures

[Research Services <Research_Services@orsa.uoregon.edu>]

	Effective with AY 2000-01, both new and significantly higher
charges for Graduate Teaching/Research Fellows (GTFs) are being assessed
on all University Funds supporting GTFs, including grants, in accordance
with University policy and the GTFF contract.  ("Funds" are the FOAP or
Index identifying a source of revenue, whether state funds, grants or
contracts.) To help you plan for these costs in grant proposal budgets,
and monitor actual charges to the Fund, listed below are the various
cost components and their account codes used for GTF positions.  

	Once a student is set up in the payroll system as a GTF, the
OPE, insurance, tuition and fees will be automatically charged term by
term to the same Fund that pays the salary.  Any special cases that
require charges to other Funds for these costs must be manually
processed via the Payroll Request Form.  The PRF form located at
http://baowww.uoregon.edu/banner/hris/forms/pdf/prf.pdf has been
modified with a check box for alternate Tuition, Fees, and Insurance
distribution.  When the alternate distribution box is checked, Form GS
721 located at http://darkwing.uoregon.edu/~gradsch/documents/gs_721.pdf
needs to be attached.  The Graduate School handles the processing of
these forms for GTFs.

	GTF Salaries:	Salaries should be budgeted in proposals under
the budget category Personnel.
				Actual expenditures for AY and Summer
salary will appear under the Account Code 10600 series.

	GTF Fringe Benefits:  Fringe benefits, including variable OPE at
1% plus insurance costs, should be budgeted in proposals under the
budget category Benefits.
				Actual expenditures for the 1% variable
OPE will appear under Account Code 10901.
				Actual expenditures for the GTF's
insurance will appear under Account Code 10941 (this is a new account
code).

	Insurance costs have greatly increased this year, and GTF rates
vary depending on the student's status (single, with partner, with
dependents, etc.).  However, this Academic Year 2000-01 only, the single
rate of $402 per term will be charged to all Funds, and the UO will pay
the difference between the single rate and any higher rates determined
by the student's status.  Insurance should be budgeted and will normally
be charged for 4 terms per year.  After this academic year, the rates
will be renegotiated and any changes in the charging process will be
announced.

	Tuition and Fees:  	Tuition and a portion of the
non-instructional fees (fees are a new charge of $150.50/term for 3
terms each year) should be budgeted in proposals under the budget
category Other Costs, for most application formats.
				Actual expenditures for tuition will
appear under Account Code 10951.
				Actual expenditures for
non-instructional fees will appear under Account Code 10952.  

	Facilities and Administrative (F&A) or Indirect Costs:  
				F&A should be budeted in proposals under
the budget category F&A or Indirect Costs. 
				Actual expenditures for F&A will appear
under Account Code 70005.  

	F&A for GTF costs is charged on the salaries and benefits, but
not on tuition and fees.   There is a one-time exception to charging the
F&A on GTF insurance for Fall Term 2000 in order to get the new
automatic charging process operational.  However, beginning with Winter
2001 and beyond, all salaries and benefits including insurance are
charged the normal F&A at the rate specified for each grant, and
proposal budgets should reflect this in the F&A budget category.   

	Current and future rates for salaries, insurance, tuition and
fees are located on ORSA's web site http://orsa.uoregon.edu/index.html
under Proposals/Budget.  Call ORSA at 6-5131 with any questions.




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