I’m using the budget module in Sage for a grandfathered award and the system is charging Facilities & Administrative (F&A) costs to the new “05” object codes. What should I do?

Please check the applied Base Type selected for the budget in question.  The base type determines whether the new “05” codes are excluded from the base and therefore not charged F&A or whether the “05” object code is included in the base and therefore charged F&A.  Possible Base Types include:

•          Salary and Wages (S&W) – the new “05” object codes are excluded from being charged F&A
•          Total Direct Cost (TDC) – the new “05” object codes, along with all other direct costs, are charged F&A
•          Modified Total Direct Cost (MTDC) – the new “05” object codes are excluded from being charged F&A  
•          Total Direct Cost less Equipment & Tuition (TDC less E&T) – the new “05” object codes are excluded from being charged F&A

You can review the applied Base Type by clicking on the F&A tab of your budget.  The “Change the F&A Rate or Base Type” link below the base type allows you to change the base type if needed. You must provide a justification when you select a custom base type and identify the object codes to which the custom F&A rate should be applied. The F&A rate will be applied to these budget categories only.