University of Washington

How do I create a custom F&A rate?

  1. From the SAGE Home page, click the Budgets tab, and then create a new budget or open the existing budget for which you want to customize F&A rates.
  2. Click on the F & A tab.
  3. Scroll down to Facility & Administration (F&A) Rates and Base and click on the Change the F&A Rate or Base Type? link.
  4. Enter the F&A rate you want applied to this period in the Standard First Period F&A Rate field.
  5. In the Justification for Custom Rate field, specify the reason you are changing the rate for this period.
  6. Click on the floppy disk icon in the top right-hand corner to save your changes.

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