F&a Rate Calculation Formula

F&A Rate Calculator (Facilities & Administrative Costs) body { font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Helvetica, Arial, sans-serif; line-height: 1.6; color: #333; max-width: 1200px; margin: 0 auto; padding: 20px; background-color: #f9f9f9; } .calculator-container { background: #ffffff; border-radius: 8px; box-shadow: 0 4px 20px rgba(0,0,0,0.1); padding: 30px; margin-bottom: 40px; border-left: 5px solid #0056b3; } .calc-header { text-align: center; margin-bottom: 25px; } .calc-header h2 { margin: 0; color: #0056b3; } .input-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 20px; } @media (max-width: 768px) { .input-grid { grid-template-columns: 1fr; } } .input-group { margin-bottom: 15px; } .input-group label { display: block; font-weight: 600; margin-bottom: 5px; font-size: 0.95rem; } .input-group input { width: 100%; padding: 10px; border: 1px solid #ddd; border-radius: 4px; font-size: 1rem; box-sizing: border-box; } .input-group input:focus { border-color: #0056b3; outline: none; } .helper-text { font-size: 0.8rem; color: #666; margin-top: 2px; } .button-group { grid-column: 1 / -1; display: flex; gap: 15px; margin-top: 20px; } button { padding: 12px 24px; font-size: 1rem; font-weight: 600; border: none; border-radius: 4px; cursor: pointer; transition: background 0.3s; } .btn-calc { background-color: #0056b3; color: white; flex: 2; } .btn-calc:hover { background-color: #004494; } .btn-reset { background-color: #e0e0e0; color: #333; flex: 1; } .btn-reset:hover { background-color: #d0d0d0; } .results-section { grid-column: 1 / -1; background-color: #f0f7ff; padding: 20px; border-radius: 6px; margin-top: 20px; display: none; /* Hidden by default */ border: 1px solid #cce5ff; } .result-row { display: flex; justify-content: space-between; margin-bottom: 12px; padding-bottom: 8px; border-bottom: 1px solid #dcdcdc; } .result-row:last-child { border-bottom: none; margin-bottom: 0; padding-bottom: 0; } .result-label { font-weight: 600; color: #444; } .result-value { font-weight: 700; color: #0056b3; } .highlight { font-size: 1.2rem; color: #28a745; } .content-section { background: white; padding: 30px; border-radius: 8px; box-shadow: 0 2px 10px rgba(0,0,0,0.05); } .content-section h3 { color: #333; border-bottom: 2px solid #0056b3; padding-bottom: 10px; margin-top: 30px; } .content-section ul { margin-left: 20px; } .content-section p { margin-bottom: 15px; }

F&A Rate Calculator (Indirect Costs)

Calculate Modified Total Direct Costs (MTDC) and Facilities & Administrative costs.

Total budget required (Personnel, Supplies, etc.)
Your institution's indirect cost rate
MTDC Exclusions (Costs not subject to F&A):
Items with unit cost >$5,000
Student tuition fees charged to grant
Amount of subawards exceeding the first $25k
Rent, patient care, participant support costs
Total Direct Costs (TDC):
Total Exclusions:
Modified Total Direct Costs (MTDC Base):
Indirect Costs (F&A):
Total Project Cost:

Understanding the F&A Rate Calculation Formula

The F&A Rate (Facilities and Administrative Rate), often referred to as indirect costs or overhead, is a mechanism used by universities and research institutions to recover costs associated with sponsored research that cannot be directly attributed to a specific project. Calculating these costs correctly is critical for grant budgeting.

What is the Formula?

The calculation for F&A costs is not applied to the entire grant budget. Instead, it is applied to a specific base known as the Modified Total Direct Costs (MTDC). The formula is:

F&A Costs = MTDC × Negotiated F&A Rate

Step 1: Calculate Total Direct Costs (TDC)

First, sum up all direct expenses required for the project. This includes:

  • Personnel salaries and fringe benefits
  • Materials and supplies
  • Travel expenses
  • Publication costs
  • Equipment and subcontracts (before exclusions)

Step 2: Determine MTDC Exclusions

Not all direct costs attract overhead charges. Federal guidelines (Uniform Guidance) typically exclude specific items from the F&A base. Common exclusions subtracted from the Total Direct Costs include:

  • Capital Equipment: Tangible property having a useful life of more than one year and a per-unit acquisition cost which exceeds $5,000.
  • Tuition Remission: Costs for student tuition charged to the grant.
  • Subcontracts in excess of $25,000: F&A is charged only on the first $25,000 of each subaward. Any amount exceeding $25,000 per subaward is excluded from the base.
  • Patient Care Costs: Expenses for hospitalization and other medical services.
  • Off-campus rent: Rental costs for off-site facilities.

Step 3: Calculate the MTDC Base

Subtract the exclusions from the Total Direct Costs to find your base:
MTDC = Total Direct Costs – (Equipment + Tuition + Subcontracts > $25k + Other Exclusions)

Step 4: Calculate Total Project Cost

Finally, add the calculated Indirect Costs back to your Total Direct Costs to determine the full funding request:
Total Project Cost = Total Direct Costs + (MTDC × Rate)

function calculateFARate() { // 1. Get Input Values var tdc = parseFloat(document.getElementById("totalDirectCosts").value); var rate = parseFloat(document.getElementById("faRate").value); var equip = parseFloat(document.getElementById("equipCosts").value); var tuition = parseFloat(document.getElementById("tuitionCosts").value); var subExcess = parseFloat(document.getElementById("subcontractExcess").value); var other = parseFloat(document.getElementById("otherExclusions").value); // 2. Validate Inputs (Handle NaN/Empty) if (isNaN(tdc)) tdc = 0; if (isNaN(rate)) rate = 0; if (isNaN(equip)) equip = 0; if (isNaN(tuition)) tuition = 0; if (isNaN(subExcess)) subExcess = 0; if (isNaN(other)) other = 0; // 3. Logic: Calculate Total Exclusions var totalExclusions = equip + tuition + subExcess + other; // 4. Logic: Calculate MTDC (Modified Total Direct Costs) // MTDC cannot be negative logically, though mathematically it could be if inputs are wrong. var mtdc = tdc – totalExclusions; if (mtdc < 0) { alert("Error: Exclusions cannot be greater than Total Direct Costs."); return; } // 5. Logic: Calculate Indirect Costs (F&A) var indirectCosts = mtdc * (rate / 100); // 6. Logic: Calculate Total Project Cost var totalProjectCost = tdc + indirectCosts; // 7. Display Results // Helper function for currency formatting var formatter = new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD', minimumFractionDigits: 2 }); document.getElementById("displayTDC").innerHTML = formatter.format(tdc); document.getElementById("displayExclusions").innerHTML = "-" + formatter.format(totalExclusions); document.getElementById("displayMTDC").innerHTML = formatter.format(mtdc); document.getElementById("displayIndirect").innerHTML = formatter.format(indirectCosts); document.getElementById("displayTotal").innerHTML = formatter.format(totalProjectCost); // Show the results div document.getElementById("results").style.display = "block"; } function resetCalculator() { document.getElementById("totalDirectCosts").value = ""; document.getElementById("faRate").value = ""; document.getElementById("equipCosts").value = ""; document.getElementById("tuitionCosts").value = ""; document.getElementById("subcontractExcess").value = ""; document.getElementById("otherExclusions").value = ""; document.getElementById("results").style.display = "none"; }

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