New F&A and Fringe Rate Agreement Approved
August 24, 2023
A new Indirect and Fringe Benefit Rate Agreement (dated 08/03/2023) is effective as of September 1, 2023.
Facilities and Administrative (F&A) Rates
Northwestern has received an extension of the current Federal F&A (Indirect) rates for FY2024 – FY2026 (09/01/2023 – 08/31/2026). Visit the Sponsored Research (SR) website for more information about F&A rates.
|
Location |
Applicable To |
FY 2024 – FY 2026 |
|
On Campus |
Organized Research |
60.00% |
|
On Campus |
DoD Contracts Only |
61.00% |
|
On Campus |
Instruction |
51.00% |
|
On Campus |
Other Sponsored Activities |
36.00% |
|
OFF Campus |
All Programs |
26.00% |
Fringe Benefit Rates
New Fringe Benefit Rates are effective September 1, 2023. All new proposals should utilize the new fringe benefit rates effective immediately and until further notice. Note: The new rate agreement (dated 08/03/2023) does not provide provisional rates for FY2025 and beyond that are different from the fixed rates for FY2024. Therefore, use the current fringe benefit rate for all years of the budget. Visit the SR website for more information about fringe benefits.
|
CATEGORY |
DESCRIPTION |
FY 2024 |
|
Full Federal |
Benefits-eligible employees paid from Federal funds (direct federal and federal flow-through funds*.) |
27.5% |
|
Full Non-Federal |
Benefits-eligible paid from non-Federal funds |
29.3% |
|
Statutory |
Temporary employees, supplemental pay to regular employees |
6.2% |
|
The Graduate School (TGS) student |
TGS teaching assistants, research assistants, graduate assistants |
2.6% |
|
Other Student |
Hourly wages to student workers, non-TGS graduate students |
0.0% |
|
Exempt |
Federal Work Study salaries & wages, KSM consulting |
0.0% |
* Federal flow-through funds are funds that originate from the federal government but whose granting entity is not necessarily the federal government.
Updating Proposals in Progress in CERES
The updated F&A and fringe benefit rates and agreement date have been populated into CERES
To adjust the personnel budget on proposals already in progress: in the Budget smartform, go to Personnel Costs, and click Edit on any personnel who need updates. This will show the currently applied fringe rate and allow you to change it.
The updated rate agreement date can be edited directly in the SF424 forms, or you can use the Create-Update SF424 activity to send updated data to SF424 forms. If you have not already created the forms, the updated data will be included on any forms created in the future.
If you have system-related issues, submit a help request to the SR Business Systems & Operations Team.