[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]
Grant Admin News: Budget Rates for 2002-03 and on
ORSA has updated many of the budget rates for use on grants and
contracts, effective immediately for proposals submitted on September
2002 deadlines and beyond. The Quick Reference Card, available on the
web at http://orsa.uoregon.edu <http://orsa.uoregon.edu/> , includes
these new rates, along with an additional page of budget notes to aid
budget developers in utilizing the rates. The Quick Card can be printed
out as a PDF file for easy reference.
Budget templates for NIH Modular grants, also on the ORSA web site under
Proposals/NIH Modular Grants, have been revised to include the new
rates. All NIH Modular spreadsheets used prior to this fall should be
discarded.
The costs for insurance coverage for faculty, staff and GTFs beginning
January 2003 are not yet known, and the budget rates will be updated to
reflect any significant changes at that time.
Below is a summary of the budget rates for immediate use on grants and
contracts. Additional details on these rates and all of the other
budget categories can be found on the ORSA web site under
Proposals/Budget Preparation.
I. Annual Salary increases for faculty and staff
A 5% annual increase in salary for all faculty and classified staff
positions should be included in future years of a multi-year project.
While some federal agencies may limit continuation awards to a 3% or 4%
increase over the previous year's funding level, proposals should be
submitted with a 5% rate of increase in the budget regardless of an
agency-imposed limitation upon award.
_____
II. Annual Benefit rates for faculty and staff
AVERAGE OPE Rates for Faculty and Staff
Employee Category - AY 2002-03 and beyond
Faculty/Staff (full-time salary base is less than $50,000) - 51%
Faculty/Staff (full-time salary base is $50,000 or more) - 41%
Classified Staff-temporary appts. (no retirement benefits provided) - 20%
Student Wages-graduate or undergraduate students not appointed as GTFs or trained - 5%
Graduate Research Assistant (GTF) - *1% plus insurance and fees
*In addition to the 1% OPE for GTFs, you must also add in the required
insurance costs for GTFs (see rates below) each term for up to 4 terms
each year. Non-instructional fees of $200 per term for up to 3 terms
per year should also be included in the total fringe benefits for GTF
appointments. Total per year = $600.
ACTUAL fringe benefit rates may be used instead of average rates, if
known for an individual based on historical costs. Divide monthly
benefit charges into monthly salary costs to obtain an individual's
actual benefit rate. It is recommended that the benefit costs be
examined over several months or years, as actual costs vary month to
month, before determining an actual rate for budgeting purposes.
_____
III. GTF Salary Rates (GTF Minimum* Salary for 9-month Academic Year)
Effective September 16, 2002:
@ 1.0 FTE @ .49 FTE (215 hrs. per term)
GTF I $18,276 $8,955
GTF II $20,640 $10,114
GTF III $21,810 $10,687
Effective September 16, 2003:
@ 1.0 FTE @ .49 FTE (215 hrs. per term)
GTF I $19,008 $9,314
GTF II $21,468 $10,519
GTF III $22,680 $11,113
*For GTF positions already paid above the new minimums, recommended
salary increases over rates paid in 2001-02 are 3% in Fall 2002 and 2%
in Fall 2003. Academic and administrative units may pay at a higher
level than the minimum so long as salary equity by level of appointment
for GTFs is maintained in the department, program or administrative
unit.
For GTFs working in the summer, Summer term salary must be budgeted in
addition to the AY salary and based on the same salary rate as the AY.
_____
IV. GTF Fringe Benefit Rates
OPE charged on salary paid: 1%
Non-instructional Fees: Grants should budget $200/term for 3 terms
($600 per year) for all GTFs working either 3 or 4 (includes summer)
terms in the year. Single term appointments should be budgeted at
$200/term. Grants will be charged the University's portion of actual
total fees, as agreed under the GTFF contract, which is at minimum
$150.50/term and can go higher if total fees exceed $413 per term. The
GTFs will not pay more than $275/term of the total fees.
Insurance: Use projected costs for each GTF who is already employed
when the chosen plan option is known. For GTFs not yet hired or when
the plan option is not yet identified, use the recommended average costs
below, based on AY plus summer costs.
All fringe benefits are charged with F&A (indirect), including GTF
insurance and non-instructional fees.
PROJECTED Insurance Costs for AY 2002-03 and Beyond
Per Term 3-Term Total
Individual GTF $462 $1,386
GTF w/children $624 $1,872
GTF w/partner $692 $2,076
GTF w/family $853 $2,559
PROJECTED Summer Insurance Costs
All GTFs employed Spring Quarter who pay their portion of the premium by
the end of the grace period for summer payments, and all GTFs employed
in the Summer term who choose to enroll on the health insurance plan,
are now covered under the GTFF bargaining agreement. Grants must
include the summer insurance costs for these GTF appointments. Summer
costs are projected as follows:
Summer Term
Individual GTF $208
GTF w/children $368
GTF w/partner $436
GTF w/family $597
AVERAGE Insurance Costs for AY 2002-03 and Beyond
GTF insurance average costs = $658/term x 3 terms in AY plus $402 in
Summer. Total AVERAGE insurance to budget for 12 months = $2,376
(The NIH Modular budgets use the formula $744/term x 4 terms in the
spreadsheet, to cover both the insurance and fees for GTFs.)
_____
V. Tuition for AY 2002-03 and beyond
Tuition is the instructional fee assessed per credit hour that a student
is enrolled for. Grants should budget for full-time tuition, as listed
below, for GTF appointments. If the federally-negotiated Facilities and
Administrative (F&A) or "indirect" cost rate is applied to the project,
then tuition is excluded from F&A charges. Some agencies do not apply
the federal rate, and tuition may be charged with indirect costs unless
specifically excluded. (Note: Non-instructional fees for energy,
technology, building, incidental, rec center and health service fees are
budgeted separately from tuition, as Fees under Fringe Benefits. As part
of Fringe Benefits, non-instructional fees are charged with F&A or
indirect costs.)
TUITION FOR AY 2002-03
Student Status: Resident (use for GTFs) Non-Resident
Per term AY *Per Term AY*
GRADUATE $2,180 $6,540 $3,982 $11,946
UNDERGRADUATE $1,017 $3,051 $4,860 $14,580
*The Academic Year (AY) covers three terms-fall/winter/spring. Tuition
rates in future years should be budgeted with an estimated increase of
7% annually. Example: Resident graduate tuition in 2002-03 is
$2180/term, and in 2003-04 is $2333/term.
For grants that provide student support for research training, such as
NIH Institutional National Research Service training grants, four (4)
terms of tuition and fees should be budgeted each year. Training grants
may include both resident and non-resident tuition rates,
non-instructional fees of $436/term, and insurance costs, if allowable
under the grant.
Occasionally, undergraduate students may be eligible for tuition and fee
support on a grant. Undergraduate students pay basic non-instructional
fees totaling $436 per term (additional special program fees may be
assessed).
(NOTE: Currently, tuition is not direct charged for GTFs in the summer
term; however, this may change in the future. PIs should consider
budgeting tuition for GTFs working in the summer at the same rate as AY
in-state tuition, on new and competing continuation proposals.)
For any questions on these budget rates, contact ORSA at 6-5131 or the
designated SPA for your unit.
_____
To be removed from this list, forward this message to:
Research_Services@orsa.uoregon.edu
subject: unsubscribe grant-admin-news
text: Please add your name and telephone number to the beginning of the
message