The Revised Infrastructure Policy Effective 9/01/05 and Sponsored Projects. Office of Research Administration Jesse Charlton May 13, 2009. Background.
Office of Research Administration
May 13, 2009
The infrastructure charge (ISC) is an assessment to pay for building-related operating and maintenance costs such as custodial costs, routine maintenance, insurance, fire protection, and other safety costs.
In FY05 the Provost Office, at the direction of the Board of Trustees, revised the infrastructure policy raising the rate to 8% from 6% and increasing the number of expenditure types subject to ISC. In addition non-sponsored PTAs may be charged ISC on general ledger revenues and transfers. This revision is effective September 1, 2005 (FY06) and applies to all sponsored and non-sponsored PTAs. The Budget Office administers the infrastructure charge program.
7. “Burdening Adjustments Guidelines” on the OSR desk top procedures page
8. Stanford Rates web page at http://ora.stanford.edu/rates/default.asp for the ISC rates and the Burden Expenditure Type Mapping
9. Research Policy Handbook Section 3.10 “Indirect Cost Waivers” at http://www.stanford.edu/dept/DoR/rph/3-10.html
Waiver: The sponsor, PI or department is not required to pay the infrastructure. The sponsored award is not assessed the infrastructure charge.Waivers not already documented in the revised ISC policy will seldom be granted by the Provost/CFO.
Exemption:The revised ISC policy allows the PI/department/school to pay the infrastructure by offering an alternate PTA to accept the charge when the sponsor will not pay the infrastructure.
Proposed language for the Notice of Award
Revised 8% ISC Policy
Sponsor will pay revised 8% ISC
ISC exempted per revised 8% ISC Policy Alt PTA _________
ISC exempted by Provost/CFO dated ______ Alt PTA _________
ISC waived per revised 8% ISC Policy
ISC waived per Provost/CFO dated ______
Prior 6% ISC Policy
Prior 6% ISC Policy applies (existing award) (proposed prior to 9/01/05)
The award is UAATS, a non-government award funding one project (1099420) with one task (100). The sponsor has a written policy of not paying indirects and is on the OSR Pre-Approved IDC Waiver List so no exemption request is required. The award is subject to the revised ISC (8%) policy. The alternate PTA is 1004316-100-EAGOD.
The burden schedule is ISC_TGP_P06.
We then go to task 100 on project 1099420 and code the task flex field as ISC_POLICY_EXEMPTION in the SP_ISC field and enter the alternate PTA in the SP ISC ALT PROJECT, TASK and AWARD fields.
Shortcut to task flex field!
Its up to you to code