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Facilities & Administrative Update Periods

The value of the Facilities and Administrative (F&A) line for a period or the summary column is equal to the Amount Subject to Facilities and Administrative times the F&A rate.

The global F&A rate is determined in the budget setup and display on the F&A tab.

The following data values display at the top of the modal.

  • Sponsor Name
  • Flow Through Sponsor
  • Institutional Activity Category
  • Location
  • Specific Funding Mechanism
  • Base Type

Select the expansion triangle for the F&A Rate section near the bottom of the modal to see the following fields:

  • Period Rate is Custom: When you enter a value in the F&A Rate field that is different from the global rate, this box will display as checked to indicate that a custom rate applies to this specific period.
  • Justification for Custom Rate: This field is required when you specify a rate other than the global rate.

Facilities & Administrative Base Object Codes

This section indicates the specific object, and sub-object, codes that are included in the F&A base being used. Budget values for this period will display for included object codes. The Amount Subject to Base, Base & Rate, and Total F&A values for this period are also displayed.

Use the plus sign (+) to fully expand the list and display all of the sub-object codes. The minus sign (-) will contract the entire list. You can expand, and then contract, an individual object code by clicking on it.