Tag Archives: F&A Rates

How do I budget for a subcontract in SAGE Budget and set the correct F&A rate?

You will need to create a Subcontract type sub budget. See the Add a Sub Budget user guide article for details.

To apply a different F&A rate to your subcontractor budget, click the F&A tab on the Sub Budget Worksheet, type in the Subcontract F&A Rate, and then select the applicable Subcontract Base Type. You can also choose to use a custom base type.

Refer to your sponsor documentation to make sure you are applying F&A according to their specifications.

How do I create a custom F&A rate?
Will SAGE Budget accommodate split F&A rates for my budget?

You can apply two or more F&A rates to your budget by using sub budgets. Include all the items to which the standard F&A rate applies in your main budget. Then create an Internal UW sub budget for any part of your proposal that requires a different F&A rate.

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To Create a Custom Rate

  • If you are setting up a new budget, click the Get Rate button to display the F&A Rates and Base section; otherwise, click on the F&A tab.
  • Click the Change the F&A Rate or Base Type link below the Base Type value.
  • Enter your Custom F&A Rate value.
  • Enter your Justification for Custom Rate or Base.

To Delete a Custom Rate or Base

  • Click the Delete custom rates & base and recalculate standard rates & base link at the end of the F&A Rates and Base section.

To Create a Custom Base

There will be times when you want to select a more limited set of object and sub-object codes for your own custom base. A custom base must be specified in the sponsor instructions.

  • If you are setting up a new budget, click the Get Rate button to display the F&A Rates and Base section; otherwise, click on the F&A tab.
  • Click the Change the F&A Rate or Base Type link below the Base Type value.
  • Enter your Custom F&A Rate value, if appropriate.
  • Select Custom from the Custom Base Type drop-down menu. This will display the Object Codes Included in F&A Base section. All of the object codes can be added to the custom base.

f and a custom object codes

  • Click on any object code description to display its sub-object codes, or use the large, green plus (+) and minus (-) buttons to expand and contract all of the object codes.

F&A tab expanded object codes

  • Once the sub-object codes are displayed, you can click on any of the checkboxes to include that sub-object code. You can also click the object code checkbox to include all of the sub-object codes.
  • Finally, enter your Justification for Custom Rate or Base.