Dynamic Distribution of F&A
Prior to FY11, the F&A returns were based on annual projections from actual recovery from the previous fiscal year. For example, the FY10 SPABA distribution was based on actual FY09 recoveries.
In FY11, an F&A return model was implemented that delayed distribution for two fiscal years following actual expenditures. To make that happen, the FY12 SPABA funds that were distributed were not based on real recovery; rather, the Research Office advanced funds to the deans/directors in the same amount as that distributed in FY10.
This model where revenue distribution is two years in arrears has continued; the distribution occurring in FY17 is based on what was earned in FY15.
As of July 1, 2017 (FY18), the Research Office will begin Dynamic F&A (DF&A) distribution for all existing and new sponsored projects.
DF&A is recovered per each corresponding expenditure and immediately put into the respective dean/director's SPABA account.
The recovery earned in FY16 and slated to be distributed in FY18 will be distributed over both FY18 and FY19, during which time deans/directors will aslo receive DF&A on active projects.
If the F&A recovery earned in FY17 was greater than that earned in FY10, the difference will be distributed to the dean/director over FY20 and FY21 along with any DF&A on active projects. Such adjustments will be based on actual distributions from the Research Office which may vary from InfoGriz totals.
|FY18||DF&A, plus||0.5 FY16|
|FY19||DF&A, plus||0.5 FY16|
|FY20||DF&A, plus||0.5 FY17 minus 0.5 FY12 Advance|
|FY21||DF&A, plus||0.5 FY17 minus 0.5 FY12 Advance|
To identify revenue and facilitate distribution at the dean level, ORSP will create:
- a unique department distribution code attached to each PI that identifies whether sponsored funding is federal or non-federal, and
- a unique six digit activity code consisting of the PI's first four letters of last name and the first two letters of the first name.
SMITWI William Smith, DBS (CHS)
JONEJA Jane Jones, NTSG (CFC)
Departments receiving the SPABA will then be able to determine how much F&A revenue each PI has generated using the unique six digit activity code to query in either Banner or UMDW.